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Original filing (PDF)20251014081055NAL0002383281001
ORANGE & ROCKLAND UTILITIES, INC.
Form 5500
FILING_RECEIVED
ORANGE AND ROCKLAND UTILITIES, INC. HOURLY RETIREES GROUP INSURANCE PLAN
Health & welfare plan
Signals · 2
51% in single holding7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$185.3M
Net assets (EOY)
$185.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "CF All Country World Index Fund" is 51% of plan.
- 20 bps in Schedule C fees — 98% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE & ROCKLAND UTILITIES, INC..
Plan sponsor
Name
ORANGE & ROCKLAND UTILITIES, INC.
EIN
13-1727729
Address
1 BLUE HILL PLAZA · PEARL RIVER, NY · 109653104
Phone
(212) 460-4600
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
515
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | INVESTMENT MANAGEMENT | $22K | — |
Trustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELLON CAPITAL MANAGEMENT | 24-1442864 | — | TRUSTEE | $63K | — |
| MELLON INVESTMENTS | 25-1442864 | — | TRUSTEE | $20K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $182K | — |
| COHNREZNICK LLP | 33-4144829 | — | NONE | $37K | — |
| BUCK GLOBAL, LLC | 13-3964297 | — | NONE | $35K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $7K | — |
Investments
2 direct securities · 3 pooled funds· $183.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$182.7M
3 holdings
Uncategorized
$527K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CF DB ALL COUNTRY WIDE INDEX FUND THE BANK OF NEW YORK MELLON · EIN 35-6787007 / PN 001 | Common Collective Trust | 330,328 | $86.3M | $92.8M | 50.1% | |
| CF DV NSL LT CR THE BANK OF NEW YORK MELLON · EIN 45-6339397 / PN 001 | Common Collective Trust | 1,036,800 | $92.4M | $89.4M | 48.2% | |
| CF TIF Veh Con Edison | — | 498,003 | $498K | $498K | 0.3% | |
| CF CHARITABLE TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6297127 / PN 001 | Common Collective Trust | — | — | $498K | 0.3% | |
| Dreyfus Govt Cash Mgmt Inst 289 | — | 28,613 | $29K | $29K | <0.1% |