PlanOptica
Retirement plan

EXELON CORPORATION PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

EXELON CORPORATIONEIN 23-2990190Plan #005PY 2024
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10 S. DEARBORN ST., 51ST FLOOR - CHICAGO, IL 60603779-231-3185exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
4 filings
#003Retirement-$6.31B assets#002Retirement-$6.07B assets#022Retirement-$1.87B assets#016Retirement-$966.8M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(779) 231-3185
Plan administrator signer
FELICIA CUMMINGS
Signed 10/14/2025
How to read this page

Summary metrics

Total assets (EOY)
$152.7M
-9.7% from 2016
Total participants
2,559
-0.4% from 2016
Average account balance
$0
No prior year
Annual return
9.12%
-7.91 pp from 2016

Benchmarks

See 38 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort38 peers
Snapshot2024
Participant deferral / active EE
$0
median $123
Employer contribution / active EE
$8,071
median $9,650
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
9.12%
median 5.42%
Overall peer rank
54th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$152.74M
Average account balance
Total assets / participants with a balance (line 6g)
$60K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
143
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$19.50M
Contributions per participant
Average employer and participant contribution per enrolled participant
$8K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.12%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 6 by compensation
ProviderService typeCompensation
ALIGHT SOLUTIONS LLC8 years
Service code 15 · EIN 82-1061233
Recordkeeping
$271,093
EXELON BUSINESS SERVICES CO9 years
Service code 14 · EIN 23-3063219
Plan Administrator
$134,854
WILLIS TOWERS WATSON US LLC6 years
Service code 11 · EIN 53-0181291
Actuarial
$108,183
NORTHERN TRUST CORPORATION8 years
Service code 19 · EIN 36-1561860
Securities Custodian
$19,905
MITCHELL & TITUS, LLP7 years
Service code 10 · EIN 13-2781641
Accounting
$18,630
BLACKROCK FINANCIAL MANAGEMENT, INC1 year
Service code 49 · EIN 13-3806691
Other Services
$5,545

Enrolled actuary

1 attachment
SB

MONICA CRUM

WILLIS TOWERS WATSON US LLC
Enrollment #2307982
233 SOUTH WACKER DRIVE
SUITE 1800
CHICAGO, IL 60606
(312) 525-2500
Signed 2025-09-19

Plan features & details

Pension benefit codes1A1C3F3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$823K
$341 / participant
  • Recordkeeping$271K32.9%
  • Trustee / custodial$20K2.4%
  • Investment mgmt$16K2.0%
  • Actuarial$108K13.1%
  • Salaries / allowances$135K16.4%
  • Other / not subdivided$273K33.1%
% of EOY assets
0.539%
all-in expense ratio
Categories reported
5 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MITCHELL & TITUS, LLP
Auditor EIN
132781641
Audit fees
$18,630
Opinion code
Unqualified