Plan5500

2023 Form 5500 filing — Peco Energy Company Retiree Medical Trust

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 20241011155039NAL0022263361001) for Peco Energy Company Retiree Medical Trust, reported by Exelon Corporation under EIN 23-2990190 and plan number 317. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011155039NAL0022263361001
Filing year
2023
Form type
4
Plan sponsor
Exelon Corporation
EIN
23-2990190
Plan number
317
Location
Chicago, IL
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$167,653,291
Total liabilities (EOY)
$352,547
Net assets (EOY)
$167,300,744
Total income / additions
$20,628,719
Benefits paid
$0
Administrative expenses
$2,994,494
Total expenses
$2,994,494
Net increase / (decrease)
$17,634,225
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Investment Mgmt IncINVESTMENT MANAGER$142,194not reported in the loaded dataset
Blackrock Institutional Trust CoINVESTMENT MANAGER$98,818not reported in the loaded dataset
Acadian Asset Management, LLCINVESTMENT MANAGER$41,837not reported in the loaded dataset
Segall Bryant & Hamill, LLCINVESTMENT MANAGER$39,602not reported in the loaded dataset
The Northern Trust CompanyTRUSTREE/CUSTODIAN$25,648$0
Harding Loevner LpINVESTMENT MANAGER$23,832$0
Bny MellonINVESTMENT MANAGER$18,031not reported in the loaded dataset

Related Form 5500 pages