2023 Form 5500 filing — Exelon Corporation Health Care 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 20241011155816NAL0011151651001) for Exelon Corporation Health Care Program, reported by Exelon Corporation under EIN 23-2990190 and plan number 504. It reports 22,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155816NAL0011151651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 504
- Location
- Chicago, IL
- Participants
- 22,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $885,610,573
- Total liabilities (EOY)
- $46,907,209
- Net assets (EOY)
- $838,703,364
- Employer contributions
- $277,821,313
- Participant contributions
- $83,796,611
- Total income / additions
- $418,330,851
- Benefits paid
- $360,079,351
- Administrative expenses
- $20,976,605
- Total expenses
- $381,055,956
- Net increase / (decrease)
- $37,274,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corp. | CONTRACT ADMINISTRATOR | $10,327,597 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORD KEEPING | $3,276,011 | not reported in the loaded dataset |
| Optumrx | CONTRACT ADMINISTRATOR | $790,224 | not reported in the loaded dataset |
| Exelon Business Services Company | ADMINISTRATOR | $743,989 | not reported in the loaded dataset |
| Independence Hospital Indemnity Pln | CONTRACT ADMINISTRATOR | $681,320 | not reported in the loaded dataset |
| United Behavioral Health | CONTRACT ADMINISTRATOR | $587,961 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | CONTRACT ADMINISTRATOR | $445,475 | not reported in the loaded dataset |
| Benefit Recovery Group | LEGAL | $345,614 | not reported in the loaded dataset |
| Healthequity, Inc | CONTRACT ADMINISTRATOR | $320,251 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $278,588 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $225,148 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt Ltd | INVESTMENT MANAGER | $201,004 | not reported in the loaded dataset |
| Edgewood Partners Insurance Center | CONSULTING | $198,836 | not reported in the loaded dataset |
| Sharecare Inc | CONTRACT ADMINISTRATOR | $180,431 | not reported in the loaded dataset |
| Segall Bryant & Hamill , LLC | INVESTMENT MANAGER | $159,546 | $0 |
| Keystone Health Plan East | CONTRACT ADMINISTRATOR | $159,203 | not reported in the loaded dataset |
| Sapphire Digital | CONTRACT ADMINISTRATOR | $152,146 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTREE/CUSTODIAN | $147,234 | $0 |
| Ariel Investments, LLC | INVESTMENT MANAGER | $92,249 | $0 |
| First American Administrators Inc | CONTRACT ADMINISTRATOR | $87,777 | not reported in the loaded dataset |
| Acadian Asset Management, LLC | INVESTMENT MANAGER | $86,152 | not reported in the loaded dataset |
| Harding Loevner Lp | INVESTMENT MANAGER | $79,385 | $0 |
| Mitchell & Titus, Llp | AUDITOR | $71,036 | not reported in the loaded dataset |
| Earnest Partners, LLC | INVESTMENT MANAGER | $66,709 | not reported in the loaded dataset |
| Coghlan Law LLC | LEGAL | $59,703 | not reported in the loaded dataset |
| Consumers Medical Resource, Inc | CONTRACT ADMINISTRATOR | $59,276 | not reported in the loaded dataset |
| Allsup Inc | CONTRACT ADMINISTRATOR | $58,156 | not reported in the loaded dataset |
| Brown Capital Mangement, LLC | INVESTMENT MANAGER | $50,380 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $42,397 | not reported in the loaded dataset |
| Plante Moran | CONSULTING | $26,480 | not reported in the loaded dataset |
| Pacific Resources Benefits Advisors | CONSULTING | $20,527 | not reported in the loaded dataset |
| Northwest Plan Services Inc | CONSULTING | $17,996 | not reported in the loaded dataset |
| Bloomberg Finance Lp | OTHER | $7,954 | not reported in the loaded dataset |
| Cassia, LLC | OTHER | $6,617 | not reported in the loaded dataset |