# Exelon Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/exelon-corporation-232990190-585

> Exelon Corporation's Health & Welfare plan: 4,469 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:** 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

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

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

- [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:** $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|

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