2023 Form 5500 filing — Exelon Pension Plan
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 20241010133349NAL0010029907001) for Exelon Pension Plan, reported by Exelon Corporation under EIN 23-2990190 and plan number 016. It reports 5,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133349NAL0010029907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 016
- Location
- Chicago, IL
- Participants
- 5,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,037,102,450
- Total liabilities (EOY)
- $7,694,061
- Net assets (EOY)
- $1,029,408,389
- Employer contributions
- $17,500,000
- Total income / additions
- $90,986,365
- Benefits paid
- $84,906,318
- Administrative expenses
- $6,477,365
- Total expenses
- $91,383,683
- Net increase / (decrease)
- -$397,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions, LLC | RECORDKEEPING | $555,227 | not reported in the loaded dataset |
| Exelon Business Services Co | ADMINISTRATOR | $514,965 | $120 |
| Northern Trust Corporation | TRUSTEE/CUSTODIAN | $263,056 | $0 |
| Willis Towers Watson Us LLC | ACTUARY | $210,859 | not reported in the loaded dataset |
| Albourne America LLC | CONSULTANT | $41,230 | not reported in the loaded dataset |
| Evercore Inc | CONSULTANT | $30,568 | not reported in the loaded dataset |
| Caissa, LLC | OTHER SERVICES | $23,757 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | AUDITOR | $21,390 | not reported in the loaded dataset |
| Plante Moran | CONSULTANT | $12,394 | not reported in the loaded dataset |
| Bloomberg Finance Lp | OTHER SERVICES | $11,566 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | OTHER SERVICES | $9,053 | not reported in the loaded dataset |
| Winston & Strawn Llp | LEGAL | $5,538 | not reported in the loaded dataset |