# Exelon Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/exelon-corporation-232990190-509

> Exelon Corporation's Health & Welfare plan: 20,019 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:** 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](https://planprovider.pro/provider/mitchell-and-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|

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