Exelon Pension Plan — Form 5500 plan (Exelon Corporation)
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, Exelon Pension Plan is a benefit plan reported by Exelon Corporation under EIN 23-2990190 and plan number 016. The latest loaded filing year is 2023. The filing reports 5,554 participants and $1,037,102,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 016
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 5,554
- End-of-year plan assets
- $1,037,102,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,554 | H, C | 20241010133349NAL0010029907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,037,102,450
- Total liabilities (EOY)
- $7,694,061
- Net assets (EOY)
- $1,029,408,389
- Net assets (BOY)
- $1,029,805,707
Income & contributions
- Employer contributions
- $17,500,000
- Total contributions
- $17,500,000
- Total income / additions
- $90,986,365
Expenses & distributions
- Benefits paid
- $84,906,318
- Administrative expenses
- $6,477,365
- Total expenses
- $91,383,683
- Net increase / (decrease)
- -$397,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | RECORDKEEPING | $555,227 | not reported in the loaded dataset | 2023 |
| Exelon Business Services Co | ADMINISTRATOR | $514,965 | $120 | 2023 |
| Northern Trust Corporation | TRUSTEE/CUSTODIAN | $263,056 | $0 | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $210,859 | not reported in the loaded dataset | 2023 |
| Albourne America LLC | CONSULTANT | $41,230 | not reported in the loaded dataset | 2023 |
| Evercore Inc | CONSULTANT | $30,568 | not reported in the loaded dataset | 2023 |
| Caissa, LLC | OTHER SERVICES | $23,757 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Llp | AUDITOR | $21,390 | not reported in the loaded dataset | 2023 |
| Plante Moran | CONSULTANT | $12,394 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance Lp | OTHER SERVICES | $11,566 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | OTHER SERVICES | $9,053 | not reported in the loaded dataset | 2023 |
| Winston & Strawn Llp | LEGAL | $5,538 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exelon Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Alight Solutions, LLC — Schedule C compensation
- Exelon Business Services Co — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Albourne America LLC — Schedule C compensation
- Evercore Inc — Schedule C compensation
- Caissa, LLC — Schedule C compensation
- Mitchell & Titus, Llp — Schedule C compensation
- Plante Moran — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Winston & Strawn Llp — Schedule C compensation