Retirement plan
CONSTELLATION EMPLOYEE PENSION PLAN
CONSTELLATION ENERGY GENERATION LLCEIN 23-3064219Plan #013PY 2024
200 ENERGY WAY - KENNETT SQUARE, PA 19348779-231-5341
Other plans on this EIN
4 filingsProspect flagsHigh retiree %Low returns
Filing contacts
From the Form 5500, federal recordPlan administrator signer
VANESSA HECHT
Signed 10/09/2025
Summary metrics
Total assets (EOY)
$1204.8M
-51.8% from 2022
Total participants
7,495
-65.7% from 2022
Average account balance
$0
No prior year
Annual return
0.33%
-116.17 pp from 2022
Benchmarks
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort38 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $123
51
Employer contribution / active EE
$12,756
median $9,650
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
3
Annual return
0.33%
median 5.42%
Overall peer rank
27of 100
27th percentileavg across 6 metrics
Analytics
2021 - 2024
Total assets (EOY)
Plan-year ending balance
$1.20B
Average account balance
Total assets / participants with a balance (line 6g)
$161K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,210
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
$41.90M
Contributions per participant
Average employer and participant contribution per enrolled participant
$13K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.33%
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
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-3064219 | Other Services | $1,321,480 |
ALIGHT SOLUTIONS LLC4+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $892,998 |
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $375,117 |
NORTHERN TRUST CORPORATION3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $239,231 |
Service code 28 · EIN 13-3806691 | Investment Management | $93,957 |
CAISSA, LLC2 years Service code 49 · EIN 80-0803957 | Other Services | $57,981 |
ALBOURNE AMERICA, LLC3 years Service code 16 · EIN 91-2164625 | Consulting | $47,179 |
STEPSTONE GROUP LP1 year Service code 16 · EIN 33-1156466 | Consulting | $24,045 |
MITCHELL & TITUS, LLP4+ years Service code 10 · EIN 13-2781641 | Accounting | $19,297 |
CAMBRIDGE ASSOCIATES LLC2 years Service code 16 · EIN 04-3515240 | Consulting | $9,397 |
Enrolled actuary
1 attachment
SB
JUDY M. KRUSE
WILLIS TOWERS WATSON US LLC
Enrollment #2305907
233 SOUTH WACKER DRIVE,
SUITE 1800
CHICAGO, IL 60606
(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
2 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$8.3M
$2533 / participant
- Investment mgmt$8M98.9%
- Other / not subdivided$90K1.1%
% of EOY assets
0.691%
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