Retirement plan
CONSTELLATION CASH BALANCE PENSION PLAN FOR BARGAINING UNIT EMPLOYEES
CONSTELLATION ENERGY GENERATION LLCEIN 23-3064219Plan #002PY 2024
200 ENERGY WAY - KENNETT SQUARE, PA 19348779-231-5341
Other plans on this EIN
4 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
VANESSA HECHT
Signed 10/09/2025
Summary metrics
Total assets (EOY)
$97.4M
-15.8% from 2023
Total participants
1,241
-5.3% from 2023
Average account balance
$0
No prior year
Annual return
5.56%
-6.85 pp from 2023
Benchmarks
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort38 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $123
27
Employer contribution / active EE
$8,285
median $9,650
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
51
Annual return
5.56%
median 5.42%
Overall peer rank
39of 100
39th percentileavg across 6 metrics
Analytics
2022 - 2024
Total assets (EOY)
Plan-year ending balance
$97.39M
Average account balance
Total assets / participants with a balance (line 6g)
$78K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
71
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
$9.69M
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
+5.56%
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
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $804,138 |
Service code 49 · EIN 23-3064219 | Other Services | $244,742 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $73,497 |
NORTHERN TRUST CORPORATION3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $20,198 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $17,297 |
Service code 28 · EIN 13-3806691 | Investment Management | $11,224 |
Enrolled actuary
1 attachment
SB
JUDY M. KRUSE
WILLIS TOWERS WATSON
Enrollment #2305907
233 SOUTH WACKER DRIVE,
SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2025-09-09
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
$520K
$445 / participant
- Investment mgmt$483K92.9%
- Other / not subdivided$37K7.1%
% of EOY assets
0.534%
all-in expense ratio
Categories reported
1 / 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
- (not subdivided)
- Opinion code
- Unqualified