# Constellation Energy Generation LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/constellation-energy-generation-llc-233064219-508

> Constellation Energy Generation LLC's Health & Welfare plan: 1,371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [MITCHELL & TITUS](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

- [NEW YORK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/constellation-energy-generation-llc-233064219-508)

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