Pepco Holdings LLC Retirement 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, Pepco Holdings LLC Retirement Plan is a benefit plan reported by Exelon Corporation under EIN 23-2990190 and plan number 022. The latest loaded filing year is 2023. The filing reports 10,456 participants and $1,954,273,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 022
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 10,456
- End-of-year plan assets
- $1,954,273,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,456 | H, C | 20241010134201NAL0011514003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,954,273,914
- Total liabilities (EOY)
- $4,801,245
- Net assets (EOY)
- $1,949,472,669
- Net assets (BOY)
- $1,873,654,417
Income & contributions
- Employer contributions
- $65,000,000
- Total contributions
- $65,000,000
- Total income / additions
- $218,969,300
Expenses & distributions
- Benefits paid
- $133,729,030
- Administrative expenses
- $9,422,018
- Total expenses
- $143,151,048
- Net increase / (decrease)
- $75,818,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY/ADMINISTRATOR | $1,241,237 | not reported in the loaded dataset | 2023 |
| Exelon Business Services Co | ADMINISTRATOR | $832,955 | $681 | 2023 |
| Northern Trust Corporation | TRUSTEE/CUSTODIAN | $486,049 | $0 | 2023 |
| Albourne America LLC | CONSULTANT | $75,814 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $61,087 | $0 | 2023 |
| Evercore Inc | CONSULTANT | $51,671 | not reported in the loaded dataset | 2023 |
| Caissa, LLC | OTHER SERVICES | $35,415 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Llp | AUDITOR | $30,125 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance Lp | OTHER SERVICES | $21,154 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $21,010 | not reported in the loaded dataset | 2023 |
| Plante Moran | CONSULTANT | $16,776 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc | OTHER SERVICES | $16,600 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | CONSULTANT | $8,654 | not reported in the loaded dataset | 2023 |
| Pacific Resources Benefits Advisors | CONSULTANT | $7,898 | not reported in the loaded dataset | 2023 |
| Ice Data Indicies LLC | OTHER SERVICES | $6,266 | not reported in the loaded dataset | 2023 |
| Accenture Llp | CONSULTANT | $6,127 | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- Exelon Business Services Co — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Albourne America LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Evercore Inc — Schedule C compensation
- Caissa, LLC — Schedule C compensation
- Mitchell & Titus, Llp — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Plante Moran — Schedule C compensation
- Blackrock Financial Management Inc — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Pacific Resources Benefits Advisors — Schedule C compensation
- Ice Data Indicies LLC — Schedule C compensation
- Accenture Llp — Schedule C compensation