2023 Form 5500 filing — Pepco Holdings, Inc. Welfare Plan For Retirees
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 20241011160812NAL0012738227001) for Pepco Holdings, Inc. Welfare Plan For Retirees, reported by Exelon Corporation under EIN 23-2990190 and plan number 585. It reports 4,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160812NAL0012738227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 585
- Location
- Chicago, IL
- Participants
- 4,524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $319,536,727
- Total liabilities (EOY)
- $4,921,139
- Net assets (EOY)
- $314,615,588
- Employer contributions
- $15,404,741
- Participant contributions
- $2,835,059
- Total income / additions
- $55,977,175
- Benefits paid
- $36,615,704
- Administrative expenses
- $3,888,284
- Total expenses
- $40,503,988
- Net increase / (decrease)
- $15,473,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | RECORD KEEPING | $662,996 | not reported in the loaded dataset |
| Health Care Service Corp | CONTRACT ADMINISTRATOR | $286,375 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $232,141 | not reported in the loaded dataset |
| Exelon Business Services Company | ADMINISTRATOR | $125,155 | not reported in the loaded dataset |
| Ariel Investments, LLC | INVESTMENT MANAGER | $117,878 | $0 |
| Harding Loevener Lp | INVESTMENT MANAGER | $109,470 | $0 |
| Acadian Asset Management, LLC | INVESTMENT MANAGER | $69,002 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE/CUSTODIAN | $64,333 | $0 |
| Optumrx | CONTRACT ADMINISTRATOR | $51,978 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | AUDITOR | $30,430 | not reported in the loaded dataset |
| Plante Moran | CONSULTING | $6,435 | not reported in the loaded dataset |
| Edgewood Partners Insurance Center | CONSULTING | $6,333 | not reported in the loaded dataset |