PlanOptica
Retirement plan

NINE MILE POINT PENSION PLAN

CONSTELLATION ENERGY GENERATION LLCEIN 23-3064219Plan #021PY 2022
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200 EXELON WAY - KENNETT SQUARE, PA 19348779-231-5341
Other plans on this EIN
6 filings
#001Retirement-$5.36B assets#006Retirement-$4.64B assets#013Retirement-$1.24B assets#002Retirement-$71.1M assets#005Retirement-$1.7M assets#018Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(779) 231-5341
Plan administrator signer
VANESSA HECHT
Signed 10/13/2023
How to read this page

Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-99.39%
+99.23 pp from 2022

Benchmarks

See 105 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants<25
Cohort105 peers
Snapshot2022
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $21,987
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $139,504
Admin fee / account holder
$0
median $447
Annual return
-99.39%
median -13.98%
Overall peer rank
4th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation
ProviderService typeCompensation
MITCHELL & TITUS1 year
Service code 10 · EIN 13-2781641
Accounting
$14,600
ALIGHT SOLUTIONS, LLC2+ years
Service code 15 · EIN 82-1061233
Recordkeeping
$9,873
WILLIS TOWERS WATSON US LLC2+ years
Service code 11 · EIN 53-0181291
Actuarial
$6,503

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

WILLIS TOWERS WATSON US LLC
Enrollment #2005907
233 SOUTH WACKER DRIVE,
SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500

Plan features & details

Pension benefit codes1A1C3H3F
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

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$35K
  • Contract admin$10K28.0%
  • Other / not subdivided$25K72.0%
% of EOY assets
-
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