2023 Form 5500 filing — Exelon Corporation Pension Plan For Bargaining Unit Employees

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 20241010132914NAL0034137792001) for Exelon Corporation Pension Plan For Bargaining Unit Employees, reported by Exelon Corporation under EIN 23-2990190 and plan number 005. It reports 2,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$123.3MReported net assets$123,308,259
Participants2.2K2,190
Provider compensation$598.9K5 Schedule C row(s)$598,922
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010132914NAL0034137792001
Plan sponsor
Exelon Corporation
EIN
23-2990190
Plan number
005
Location
Chicago, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$123.6M total assets
Net assets$123.3MLiabilities$284.9K
Money in vs. money out
Total income / additions$13.1M
Total expenses$2.1M
Benefits paid / distributions$1.2M
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$123,593,114
Total liabilities (EOY)
$284,855
Net assets (EOY)
$123,308,259
Employer contributions
$0
Total income / additions
$13,055,244
Benefits paid
$1,246,403
Administrative expenses
$881,412
Total expenses
$2,127,815
Net increase / (decrease)
$10,927,429

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alight Solutions LLCRECORDKEEPING$296,701not reported in the loaded dataset
Willis Towers Watson Us LLCACTUARIAL$153,771not reported in the loaded dataset
Exelon Business Services CoADMINISTRATOR$99,355not reported in the loaded dataset
Northern Trust CorporationTRUSTEE/CUSTODIAN$30,465$0
Mitchell & Titus, LlpAUDITOR$18,630not reported in the loaded dataset

Related Form 5500 pages