# Exelon Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/exelon-corporation-232990190-516

> Exelon Corporation's Health & Welfare plan: 1,685 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:** 516

- **Total Participants:** 1,685

- **Total Assets:** $149.1M

## 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|1,685|$149.1M|$943,806|$3.0M|

| 2023|1,636|$167.5M|$0|$2.9M|

| 2022|2,751|$184.2M|$3.5M|$4.1M|

## 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|

| INDEPENDENCE HOSPITAL INDEMNITY PLN|Recordkeeper|$715,459|—|$715,459|

| OPTUMRX|Recordkeeper|$420,940|—|$420,940|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$279,160|—|$279,160|

| EXELON BUSINESS SERVICES COMPANY|Recordkeeper|$91,336|—|$91,336|

| WILLIS TOWERS WATSON US LLC|Actuary|$61,685|—|$61,685|

| KEYSTONE HEALTH PLAN EAST|Recordkeeper|$43,311|—|$43,311|

| CIGNA HEALTH AND LIFE INSURANCE CO|Recordkeeper|$43,243|—|$43,243|

| HEALTH CARE SERVICE CORP.|Recordkeeper|$42,280|—|$42,280|

| QCC INSURANCE COMPANY|Recordkeeper|$28,747|—|$28,747|

| MITCHELL & TITUS, LLP|Auditor|$26,570|—|$26,570|

| EDGEWOOD PARTNERS INSURANCE CENTER|Recordkeeper|$14,638|—|$14,638|

| PLANTE MORAN|Other Service Provider|$7,340|—|$7,340|

### 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

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

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,774,709

- **Estimated Expense Ratio:** 1.190% 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|$1,780,576|—|$1,297,677|$26,570|—|

| 2023|$1,701,956|—|$1,236,126|$26,570|—|

| 2022|$1,817,554|$63,879|$1,634,066|—|$70,486|

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