Retirement plan
EXELON NEW ENGLAND UNION EMPLOYEES PENSION PLAN
EXELON CORPORATIONEIN 23-2990190Plan #006PY 2015
10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
WILLIAM BERGMAN
Signed 10/17/2016
Summary metrics
Total assets (EOY)
$2.5M
+14.9% from 2016
Total participants
66
-2.9% from 2016
Average account balance
$0
No prior year
Annual return
-2.74%
-0.24 pp from 2016
Benchmarks
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants<25
Cohort80 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $0
43
Employer contribution / active EE
$14,608
median $13,095
0
Participation rate
0.0%
median 50.0%
0
Avg account balance
$0
median $10,194
0
Admin fee / account holder
$0
median $0
29
Annual return
-2.74%
median -1.39%
Overall peer rank
36of 100
36th percentileavg across 6 metrics
Analytics
2015 - 2020
Total assets (EOY)
Plan-year ending balance
$3.21M
Average account balance
Total assets / participants with a balance (line 6g)
$56K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
Not enough data
0 years with headcount on file
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
$100K
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.99%
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
Not enough data
0 years with F_SCH_H allocation on file
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
JUDY M. KRUSE
TOWERS WATSON DELAWARE, INC.
Enrollment #1405907
191 N. WACKER DRIVE SUITE 2100
CHICAGO, IL 606061615
(312) 525-2500
Signed 2016-10-07
Plan features & details
Pension benefit codes1A1C3H3F
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA 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).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan 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
$183K
$14083 / participant
- Other / not subdivided$183K100.0%
% of EOY assets
7.386%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -