2023 Form 5500 filing — Exelon Corporation Retirement Program
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010132345NAL0011499635001) for Exelon Corporation Retirement Program, reported by Exelon Corporation under EIN 23-2990190 and plan number 002. It reports 24,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132345NAL0011499635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 24,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,380,359,647
- Total liabilities (EOY)
- $25,697,100
- Net assets (EOY)
- $6,354,662,547
- Employer contributions
- $10,000,000
- Total income / additions
- $457,391,424
- Benefits paid
- $559,222,110
- Administrative expenses
- $31,016,825
- Total expenses
- $590,238,935
- Net increase / (decrease)
- -$132,847,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Exelon Business Services Co | ADMINISTRATOR | $3,020,400 | $2,524 |
| Alight Solutions LLC | RECORD KEEPER | $2,513,027 | not reported in the loaded dataset |
| Northern Trust Corporation | TRUSTEE/CUSTODIAN | $1,635,924 | $0 |
| Willis Towers Watson Us LLC | ACTUARY | $624,877 | not reported in the loaded dataset |
| Albourne America, LLC | CONSULTANT | $254,739 | not reported in the loaded dataset |
| Evercore Inc | CONSULTANT | $213,265 | not reported in the loaded dataset |
| Caissa, LLC | OTHER SERVICES | $160,128 | not reported in the loaded dataset |
| Plante Moran | CONSULTANT | $84,740 | not reported in the loaded dataset |
| Bloomberg Finance Lp | OTHER SERVICES | $72,619 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | OTHER SERVICES | $56,175 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | AUDITOR | $34,535 | not reported in the loaded dataset |
| Evestment Alliance LLC | CONSULTANT | $29,835 | not reported in the loaded dataset |
| Cambridge Associates LLC | CONSULTANT | $22,663 | not reported in the loaded dataset |
| Ice Data Indicies, LLC | OTHER SERVICES | $21,527 | not reported in the loaded dataset |
| Pacific Resources Benefits Advisors | CONSULTANT | $18,633 | not reported in the loaded dataset |
| Accenture Llp | CONSULTANT | $14,458 | not reported in the loaded dataset |
| Morgan Stanley Capital Internationa | OTHER SERVICES | $9,075 | not reported in the loaded dataset |
| Comm On Inv Of Emp Ben Assets | OTHER SERVCES | $8,856 | not reported in the loaded dataset |