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Original filing (PDF)20250915122343NAL0000694291001
PJM INTERCONNECTION, LLC
Form 5500
FILING_RECEIVED
PJM INTERCONNECTION, LLC PENSION PLAN
Defined-benefit pension plan
Signals · 1
49% in single holding
Active participants
366
Accounts w/ balance
—
Plan assets (EOY)
$230.2M
Net assets (EOY)
$230.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIAM Long U.S. Treasury STRIPS Index Common/Collective Fund" is 49% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PJM INTERCONNECTION, LLC.
Plan sponsor
Name
PJM INTERCONNECTION, LLC
EIN
23-2896884
Address
2750 MONROE BLVD · AUDUBON, PA · 19403
Phone
(610) 666-8800
Industry
Utilitiessee all
Plan administrator
Name
PENSION PLAN COMMITTEE PJM INTERCONNECTION, LLC
EIN
23-2896884
City
AUDUBON, PA
Phone
(610) 666-8800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
URISH POPECK & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVSTMNTS INSTITUTIONAL OP | 04-2647786 | — | RECORDKEEPER | $238K | — |
Investments
3 direct securities · 4 pooled funds· $230.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$151.6M
4 holdings
Uncategorized
$78.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM LONG CORP A OR BETTER POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $133.8M | $112.2M | 48.7% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | $52.8M | $71.7M | 31.1% | |
| FIAM SELECT INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 021 | Common Collective Trust | — | $16.3M | $25.0M | 10.9% | |
| FIAM HIGH YIELD BOND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 013 | Common Collective Trust | — | $7.1M | $9.5M | 4.1% | |
| FIAM SISC POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 036 | Common Collective Trust | — | $3.4M | $4.9M | 2.1% | |
| Invesco Developing Markets Fund Class Y Mutual Fund | — | — | $4.7M | $4.8M | 2.1% | |
| Fidelity Institutional Money Market Fund Class I Temporary Investment | — | — | $2.1M | $2.1M | 0.9% |