Plan Snapshot
- Plan Sponsor: Constellation Energy Generation LLC
- Sponsor EIN: 233064219
- Sponsor Address: 200 ENERGY WAY, KENNETT SQUARE, PA, 19348
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 1,371
- Total Assets: $97.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,371 | $97.2M | $0 | $2.8M |
| 2023 | 1,347 | $125.4M | $0 | $2.6M |
| 2022 | 1,523 | $138.8M | $0 | $2.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORP | Other Service Provider | $483,313 | — | $483,313 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $123,613 | — | $123,613 |
| OPTUMRX | Recordkeeper | $103,551 | — | $103,551 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $88,106 | — | $88,106 |
| CONSTELLATION ENERGY GENERATION LLC | Recordkeeper | $77,313 | — | $77,313 |
| WILLIS TOWERS WATSON | Actuary | $52,874 | — | $52,874 |
| NISA INVESTMENT ADVISORS LLC | Investment Advisor | $45,617 | — | $45,617 |
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | $30,329 | — | $30,329 |
| MITCHELL & TITUS | Auditor | $19,725 | — | $19,725 |
| SEGALL BRYANT & HAMILL INV. COUNSEL | Investment Advisor | $17,679 | — | $17,679 |
| NEW YORK LIFE INSURANCE COMPANY | Investment Advisor | $7,207 | — | $7,207 |
| MELLON CAPITAL MANAGEMENT CORP | Investment Advisor | $6,905 | — | $6,905 |
| CAISSA, LLC | Other Service Provider | $5,038 | — | $5,038 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON — Actuary
- MITCHELL & TITUS — Auditor
- NEW YORK LIFE INSURANCE COMPANY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,061,270
- Estimated Expense Ratio: 1.092% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,342,989 | $84,244 | $744,440 | $19,725 | — |
| 2023 | $4,314,183 | $45,725 | $955,776 | — | — |
| 2022 | $4,891,893 | $461,548 | $1,198,178 | — | $213,349 |