PlanOptica
Retirement plan

PENSION PLAN OF CONSTELLATION ENERGY NUCLEAR GROUP, LLC

EXELON CORPORATIONEIN 23-2990190Plan #018PY 2016
Sign in to saveView 5500 PDF
10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#002Retirement-$10.73B assets#003Retirement-$7.04B assets#022Retirement-$2.18B assets#004Retirement-$1.84B assets#016Retirement-$1.45B assets#023Retirement-$1.14B assets#013Retirement-$338.8M assets#021Retirement-$178.2M assets#012Retirement-$83.7M assets#014Retirement-$55.3M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-2819
Plan administrator signer
WILLIAM BERGMAN
Signed 10/13/2017
How to read this page

Summary metrics

Total assets (EOY)
$309.1M
-4.1% from 2016
Total participants
1,729
+3.3% from 2016
Average account balance
$0
No prior year
Annual return
7.87%
-8.87 pp from 2016

Benchmarks

See 52 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort52 peers
Snapshot2016
Participant deferral / active EE
$0
median $19
Employer contribution / active EE
$11,686
median $13,083
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $381,942,733
Admin fee / account holder
$0
median $2,655,710
Annual return
7.87%
median 7.55%
Overall peer rank
47th percentileavg across 6 metrics

Analytics

2015 - 2020
Total assets (EOY)
Plan-year ending balance
$391.61M
Average account balance
Total assets / participants with a balance (line 6g)
$272K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
496
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
$15.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$16K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.02%
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 10 of 11 by compensation
ProviderService typeCompensation
TOWERS WATSON DELAWARE, INC2+ years
Service code 11 · EIN 53-0181291
Actuarial
$100,035
EXELON BUSINESS SERVICES CO1 year
Service code 14 · EIN 23-3063219
Plan Administrator
$89,291
AON HEWITT1 year
Service code 15 · EIN 22-2232264
Recordkeeping
$84,298
UBS GLOBAL ASSET MGMT (AMERICAS)2+ years
Service code 27 · EIN 36-3664388
Advisory (Plan)
$50,674
BLACKROCK INSTITUTIONAL TRUST CO2+ years
Service code 28 · EIN 94-3112180
Investment Management
$30,094
NORTHERN TRUST CORPORATION2+ years
Service code 19 · EIN 36-1561860
Securities Custodian
$18,634
WASHINGTON, PITTMAN MCKEEVER LLC1 year
Service code 10 · EIN 36-4189747
Accounting
$15,185
ALLIANCE BERNSTEIN2+ years
Service code 28 · EIN 13-4064930
Investment Management
$11,200
T.ROWE PRICE TRUST CO1 year
Service code 28 · EIN 52-0556948
Investment Management
$9,340
TEMPLETON INVESTMENT COUNSEL, LLC1 year
Service code 28 · EIN 94-3385113
Investment Management
$8,611

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

TOWERS WATSON DELAWARE INC.
Enrollment #1705907
233 SOUTH WACKER DRIVE, SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2017-10-10

Plan features & details

Pension benefit codes1A1C3H
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).
  • 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
$1.3M
$1024 / participant
  • Investment mgmt$164K12.6%
  • Contract admin$84K6.5%
  • Other / not subdivided$1M80.9%
% of EOY assets
0.421%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
WASHINGTON, PITTMAN & MCKEEVER, LLC
Auditor EIN
364189747
Audit fees
(not subdivided)
Opinion code
Unqualified