# Exelon Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/exelon-corporation-232990190-504

> Exelon Corporation's Health & Welfare plan: 18,433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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

- [EDGEWOOD PARTNERS INSURANCE CENTER](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

- [HARDING LOEVNER LP](https://planprovider.pro/provider/harding-loevner-lp) — Investment Advisor

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

- [NORTHWEST INVESTMENT CONSULTING INC](https://planprovider.pro/provider/nwps) — 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|

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