Orange & Rockland Utilities, Inc. Management Retirees' Group Insurance Plan — Form 5500 plan (Orange & Rockland Utilities, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orange & Rockland Utilities, Inc. Management Retirees' Group Insurance Plan is a benefit plan reported by Orange & Rockland Utilities, Inc. under EIN 13-1727729 and plan number 514. The latest loaded filing year is 2023. The filing reports 398 participants and $5,792,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orange & Rockland Utilities, Inc.
- EIN
- 13-1727729
- Plan number
- 514
- Plan type
- 2
- Location
- Pearl River, NY
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $5,792,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20260129101520NAL0005452051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,792,694
- Total liabilities (EOY)
- $65,743
- Net assets (EOY)
- $5,726,951
- Net assets (BOY)
- $4,994,002
Income & contributions
- Employer contributions
- $3,729,013
- Participant contributions
- $671,590
- Total contributions
- $5,700,937
- Total income / additions
- $6,504,297
Expenses & distributions
- Benefits paid
- $5,537,416
- Administrative expenses
- $233,932
- Total expenses
- $5,771,348
- Net increase / (decrease)
- $732,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | NONE | $146,044 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $53,190 | $0 | 2023 |
| Cohnreznick Llp | NONE | $35,400 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $25,556 | $0 | 2023 |
| Ernst And Young Llp | NONE | $10,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orange & Rockland Utilities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pearl River, NY
- Metropolitan Life Insurance Company — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation