2023 Form 5500 filing — Exelon Corporation Employees' Benefit Trust For Management Employees
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 20241011155400NAL0012724803001) for Exelon Corporation Employees' Benefit Trust For Management Employees, reported by Exelon Corporation under EIN 23-2990190 and plan number 318. 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
- 20241011155400NAL0012724803001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 318
- 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)
- $102,075,438
- Total liabilities (EOY)
- $227,634
- Net assets (EOY)
- $101,847,804
- Total income / additions
- $10,717,023
- Benefits paid
- $0
- Administrative expenses
- $237,946
- Total expenses
- $237,946
- Net increase / (decrease)
- $10,479,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown Capital Management LLC | INVESTMENT MANAGER | $44,896 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $43,045 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt Ltd | INVESTMENT MANAGER | $41,858 | not reported in the loaded dataset |
| Ariel Capital Management, LLC | INVESTMENT MANAGER | $36,610 | $0 |
| The Northern Trust Company | TRUSTREE/CUSTODIAN | $26,384 | $0 |
| Ariel Investments, LLC | INVESTMENT MANAGER | $22,100 | not reported in the loaded dataset |
| Acadian Asset Management, LLC | INVESTMENT MANAGER | $18,520 | not reported in the loaded dataset |