Exelon Corporation Employees' Benefit Trust For Management Employees — 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, Exelon Corporation Employees' Benefit Trust For Management Employees is a benefit plan reported by Exelon Corporation under EIN 23-2990190 and plan number 318. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $102,075,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 318
- Plan type
- 4
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $102,075,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011155400NAL0012724803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,075,438
- Total liabilities (EOY)
- $227,634
- Net assets (EOY)
- $101,847,804
- Net assets (BOY)
- $102,167,413
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,717,023
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $237,946
- Total expenses
- $237,946
- Net increase / (decrease)
- $10,479,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown Capital Management LLC | INVESTMENT MANAGER | $44,896 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $43,045 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt Ltd | INVESTMENT MANAGER | $41,858 | not reported in the loaded dataset | 2023 |
| Ariel Capital Management, LLC | INVESTMENT MANAGER | $36,610 | $0 | 2023 |
| The Northern Trust Company | TRUSTREE/CUSTODIAN | $26,384 | $0 | 2023 |
| Ariel Investments, LLC | INVESTMENT MANAGER | $22,100 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management, LLC | INVESTMENT MANAGER | $18,520 | 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
- Brown Capital Management LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Morgan Stanley Investment Mgmt Ltd — Schedule C compensation
- Ariel Capital Management, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Ariel Investments, LLC — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation