Peco Energy Company Retiree Medical Trust — 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, Peco Energy Company Retiree Medical Trust is a benefit plan reported by Exelon Corporation under EIN 23-2990190 and plan number 317. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $167,653,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 317
- Plan type
- 4
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $167,653,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011155039NAL0022263361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,653,291
- Total liabilities (EOY)
- $352,547
- Net assets (EOY)
- $167,300,744
- Net assets (BOY)
- $184,043,366
Income & contributions
- Total contributions
- $0
- Total income / additions
- $20,628,719
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,994,494
- Total expenses
- $2,994,494
- Net increase / (decrease)
- $17,634,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Investment Mgmt Inc | INVESTMENT MANAGER | $142,194 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $98,818 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management, LLC | INVESTMENT MANAGER | $41,837 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | INVESTMENT MANAGER | $39,602 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTREE/CUSTODIAN | $25,648 | $0 | 2023 |
| Harding Loevner Lp | INVESTMENT MANAGER | $23,832 | $0 | 2023 |
| Bny Mellon | INVESTMENT MANAGER | $18,031 | 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
- Morgan Stanley Investment Mgmt Inc — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Bny Mellon — Schedule C compensation