Plan Snapshot
- Plan Sponsor: Exelon Corporation
- Sponsor EIN: 232990190
- Sponsor Address: 10 S. DEARBORN ST., 51ST FLOOR, CHICAGO, IL, 60603
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 18,433
- Total Assets: $873.7M
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 | 18,433 | $873.7M | $284.0M | $85.9M |
| 2023 | 18,342 | $885.6M | $277.8M | $83.8M |
| 2022 | 17,547 | $878.8M | $269.6M | $88.5M |
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. | Recordkeeper | $10,785,514 | — | $10,785,514 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $3,393,555 | — | $3,393,555 |
| EXELON BUSINESS SERVICES COMPANY | Recordkeeper | $947,152 | — | $947,152 |
| OPTUMRX | Recordkeeper | $846,845 | — | $846,845 |
| UNITED BEHAVIORAL HEALTH | Recordkeeper | $605,257 | — | $605,257 |
| INDEPENDENCE HOSPITAL INDEMNITY PLN | Recordkeeper | $549,985 | — | $549,985 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Recordkeeper | $457,736 | — | $457,736 |
| BENEFIT RECOVERY GROUP | ERISA Attorney | $445,349 | — | $445,349 |
| WILLIS TOWERS WATSON US LLC | Actuary | $411,515 | — | $411,515 |
| HEALTHEQUITY, INC | Recordkeeper | $355,386 | — | $355,386 |
| LSV ASSET MANAGEMENT | Investment Advisor | $191,040 | — | $191,040 |
| SAPPHIRE DIGITAL | Recordkeeper | $175,952 | — | $175,952 |
| EDGEWOOD PARTNERS INSURANCE CENTER | Recordkeeper | $163,452 | — | $163,452 |
| ACADIAN ASSET MANAGEMENT, LLC | Investment Advisor | $163,013 | — | $163,013 |
| KEYSTONE HEALTH PLAN EAST | Recordkeeper | $157,585 | — | $157,585 |
| SEGALL BRYANT & HAMILL , LLC | Investment Advisor | $127,310 | — | $127,310 |
| QCC INSURANCE COMPANY | Recordkeeper | $112,885 | — | $112,885 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $110,016 | — | $110,016 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $97,787 | — | $97,787 |
| FIRST AMERICAN ADMINISTRATORS INC | Recordkeeper | $89,082 | — | $89,082 |
| HARDING LOEVNER LP | Investment Advisor | $88,510 | — | $88,510 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Investment Advisor | $74,351 | — | $74,351 |
| CONSUMERS MEDICAL RESOURCE, INC | Recordkeeper | $58,806 | — | $58,806 |
| BROWN CAPITAL MANGEMENT, LLC | Investment Advisor | $58,335 | — | $58,335 |
| MITCHELL & TITUS, LLP | Auditor | $57,375 | — | $57,375 |
| EARNEST PARTNERS, LLC | Investment Advisor | $54,030 | — | $54,030 |
| JACOBS LEVY EQUITY MANAGEMENT INC. | Investment Advisor | $51,903 | — | $51,903 |
| XPONANCE | Investment Advisor | $44,421 | — | $44,421 |
| ALLSUP INC | Recordkeeper | $42,750 | — | $42,750 |
| PLANTE MORAN | Other Service Provider | $33,226 | — | $33,226 |
| COGHLAN LAW LLC | ERISA Attorney | $32,371 | — | $32,371 |
| ARIEL INVESTMENTS, LLC | Investment Advisor | $24,628 | — | $24,628 |
| NORTHWEST INVESTMENT CONSULTING INC | Recordkeeper | $18,206 | — | $18,206 |
| CASSIA, LLC | Other Service Provider | $16,260 | — | $16,260 |
| BLOOMBERG FINANCE LP | Other Service Provider | $8,050 | — | $8,050 |
| PACIFIC RESOURCES BENEFITS ADVISORS | Other Service Provider | $5,392 | — | $5,392 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Actuary
- EDGEWOOD PARTNERS INSURANCE CENTER — Recordkeeper
- HARDING LOEVNER LP — Investment Advisor
- MITCHELL & TITUS, LLP — Auditor
- NORTHWEST INVESTMENT CONSULTING INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,855,030
- Estimated Expense Ratio: 2.387% 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 | $22,320,946 | $994,628 | $14,239,083 | $57,375 | — |
| 2023 | $20,976,605 | $998,427 | $13,851,769 | $71,036 | — |
| 2022 | $23,088,814 | $1,165,681 | $18,099,810 | — | $1,225,393 |