Orange And Rockland Utilities, Inc. Hourly 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 And Rockland Utilities, Inc. Hourly Retirees Group Insurance Plan is a benefit plan reported by Orange & Rockland Utilities, Inc. under EIN 13-1727729 and plan number 515. The latest loaded filing year is 2023. The filing reports 512 participants and $174,536,107 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
- 515
- Plan type
- 2
- Location
- Pearl River, NY
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $174,536,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241010102934NAL0009910979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,536,107
- Total liabilities (EOY)
- $63,948
- Net assets (EOY)
- $174,472,159
- Net assets (BOY)
- $147,702,423
Income & contributions
- Employer contributions
- $172,623
- Participant contributions
- $640,777
- Total contributions
- $2,644,094
- Total income / additions
- $33,250,900
Expenses & distributions
- Benefits paid
- $6,072,873
- Administrative expenses
- $408,291
- Total expenses
- $6,481,164
- Net increase / (decrease)
- $26,769,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | NONE | $182,240 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $97,996 | $0 | 2023 |
| Cohnreznick Llp | NONE | $39,800 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $30,331 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $21,834 | $0 | 2023 |
| Buck Global, LLC | NONE | $11,930 | not reported in the loaded dataset | 2023 |
| Ernst And Young U.S. Llp | NONE | $5,188 | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Ernst And Young U.S. Llp — Schedule C compensation