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: 509
- Total Participants: 20,019
- Total Assets: $66.4M
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 | 20,019 | $66.4M | $11.4M | $12.4M |
| 2023 | 19,952 | $63.8M | $9.9M | $12.0M |
| 2022 | 19,043 | $58.9M | $10.5M | $12.7M |
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 |
|---|---|---|---|---|
| SEGALL, BRYANT & HAMILL, LLC | Investment Advisor | $91,803 | — | $91,803 |
| EXELON BUSINESS SERVICES CO. | Recordkeeper | $26,031 | — | $26,031 |
| MITCHELL & TITUS, LLP | Auditor | $18,300 | — | $18,300 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $14,729 | — | $14,729 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $12,058 | — | $12,058 |
| PLANTE MORAN | Other Service Provider | $5,277 | — | $5,277 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,198
- Estimated Expense Ratio: 0.253% 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 | $171,051 | $106,532 | — | $18,300 | — |
| 2023 | $154,071 | $91,445 | — | $18,300 | — |
| 2022 | $133,816 | $88,299 | — | — | $30,543 |