Pepco Holdings, Inc. Welfare Plan For Retirees — 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, Pepco Holdings, Inc. Welfare Plan For Retirees is a benefit plan reported by Exelon Corporation under EIN 23-2990190 and plan number 585. The latest loaded filing year is 2023. The filing reports 4,524 participants and $319,536,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 585
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 4,524
- End-of-year plan assets
- $319,536,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,524 | H, C | 20241011160812NAL0012738227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $319,536,727
- Total liabilities (EOY)
- $4,921,139
- Net assets (EOY)
- $314,615,588
- Net assets (BOY)
- $299,142,401
Income & contributions
- Employer contributions
- $15,404,741
- Participant contributions
- $2,835,059
- Total contributions
- $18,239,800
- Total income / additions
- $55,977,175
Expenses & distributions
- Benefits paid
- $36,615,704
- Administrative expenses
- $3,888,284
- Total expenses
- $40,503,988
- Net increase / (decrease)
- $15,473,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | RECORD KEEPING | $662,996 | not reported in the loaded dataset | 2023 |
| Health Care Service Corp | CONTRACT ADMINISTRATOR | $286,375 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $232,141 | not reported in the loaded dataset | 2023 |
| Exelon Business Services Company | ADMINISTRATOR | $125,155 | not reported in the loaded dataset | 2023 |
| Ariel Investments, LLC | INVESTMENT MANAGER | $117,878 | $0 | 2023 |
| Harding Loevener Lp | INVESTMENT MANAGER | $109,470 | $0 | 2023 |
| Acadian Asset Management, LLC | INVESTMENT MANAGER | $69,002 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE/CUSTODIAN | $64,333 | $0 | 2023 |
| Optumrx | CONTRACT ADMINISTRATOR | $51,978 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Llp | AUDITOR | $30,430 | not reported in the loaded dataset | 2023 |
| Plante Moran | CONSULTING | $6,435 | not reported in the loaded dataset | 2023 |
| Edgewood Partners Insurance Center | CONSULTING | $6,333 | 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
- Alight Solutions LLC — Schedule C compensation
- Health Care Service Corp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Exelon Business Services Company — Schedule C compensation
- Ariel Investments, LLC — Schedule C compensation
- Harding Loevener Lp — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Optumrx — Schedule C compensation
- Mitchell & Titus, Llp — Schedule C compensation
- Plante Moran — Schedule C compensation
- Edgewood Partners Insurance Center — Schedule C compensation