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: 585
- Total Participants: 4,469
- Total Assets: $331.7M
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 | 4,469 | $331.7M | $11.6M | $2.9M |
| 2023 | 4,524 | $319.5M | $15.4M | $2.8M |
| 2022 | 4,707 | $310.8M | $8.7M | $2.7M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $629,879 | — | $629,879 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $526,054 | — | $526,054 |
| HEALTH CARE SERVICE CORP | Recordkeeper | $273,078 | — | $273,078 |
| WILLIS TOWERS WATSON US LLC | Actuary | $204,310 | — | $204,310 |
| ACADIAN ASSET MANAGEMENT, LLC | Investment Advisor | $133,780 | — | $133,780 |
| EXELON BUSINESS SERVICES COMPANY | Recordkeeper | $128,549 | — | $128,549 |
| HARDING LOEVENER LP | Investment Advisor | $124,300 | — | $124,300 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $54,893 | — | $54,893 |
| OPTUMRX | Recordkeeper | $50,980 | — | $50,980 |
| MITCHELL & TITUS, LLP | Auditor | $30,430 | — | $30,430 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Investment Advisor | $15,297 | — | $15,297 |
| XPONANCE | Investment Advisor | $13,366 | — | $13,366 |
| ARIEL INVESTMENTS, LLC | Investment Advisor | $13,239 | — | $13,239 |
| PLANTE MORAN | Other Service Provider | $12,031 | — | $12,031 |
| CAISSA, LLC | Other Service Provider | $7,399 | — | $7,399 |
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
- HARDING LOEVENER LP — Investment Advisor
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,217,585
- Estimated Expense Ratio: 0.669% 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 | $2,382,291 | $826,036 | $325,459 | $30,430 | — |
| 2023 | $3,888,284 | $293,897 | $341,549 | $30,430 | — |
| 2022 | $5,179,142 | $444,290 | $1,196,001 | — | $335,182 |