Felicia Cummings signed Exelon Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exelon Corporation's EIN is 23-2990190.
Download the official 2024 Form 5500 (PDF) for Exelon Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exelon Corporation's plan includes health coverage, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTREE/CUSTODIAN | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORD KEEPING | $3.4M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC RESOURCES BENEFITS ADVISORS | 46-5438594 | — | CONSULTING | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 23-2772200 | — | INVESTMENT MANAGER | $191K | — |
| ACADIAN ASSET MANAGEMENT, LLC | 04-2929221 | — | INVESTMENT MANAGER | $163K | — |
| SEGALL BRYANT & HAMILL , LLC | 35-2679129 | — | INVESTMENT MANAGER | $127K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGER | $110K | — |
| HARDING LOEVNER LP | 27-0684167 | — | INVESTMENT MANAGER | $89K | — |
| MORGAN STANLEY INVESTMENT MGMT LTD | 13-3040307 | — | INVESTMENT MANAGER | $74K |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORP. | 36-1236610 | — | CONTRACT ADMINISTRATOR | $10.8M | — |
| OPTUMRX | 11-2581812 | — | CONTRACT ADMINISTRATOR | $847K | — |
| UNITED BEHAVIORAL HEALTH | 94-2649097 | — | CONTRACT ADMINISTRATOR | $605K | — |
| INDEPENDENCE HOSPITAL INDEMNITY PLN | 23-0370720 | — | CONTRACT ADMINISTRATOR | $550K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | CONTRACT ADMINISTRATOR | $458K | — |
| HEALTHEQUITY, INC | 52-2383166 | — | CONTRACT ADMINISTRATOR | $355K |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & TITUS, LLP | 13-2781641 | — | AUDITOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $412K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RECOVERY GROUP | 47-2436944 | — | LEGAL | $445K | — |
| COGHLAN LAW LLC | 26-3928018 | — | LEGAL | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXELON BUSINESS SERVICES COMPANY | 23-3063219 | — | ADMINISTRATOR | $947K | — |
| EDGEWOOD PARTNERS INSURANCE CENTER | 94-3195221 | — | CONSULTING | $163K | — |
| PLANTE MORAN | — | CHICAGO, IL | CONSULTING | $33K | — |
| NORTHWEST INVESTMENT CONSULTING INC | 91-2090931 | — | CONSULTING | $18K | — |
| CASSIA, LLC | — | NEW YORK, NY | OTHER | $16K | — |
| BLOOMBERG FINANCE LP | — | NEW YORK, NY | OTHER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EXELON MANAGEMENT BENEFIT TRUST EXELON CORPORATION · EIN 23-2990190 / PN 318 | Master Trust | — | — | $101.9M | 11.7% | |
| JP MORGAN CORE BOND TRUST FUND JP MORGAN · EIN 20-1491791 / PN 001 | Common Collective Trust | — | $90.0M | $83.0M | 9.5% | |
| CAMDEN AGGREGATE FUND, LLC CAMDEN · EIN 36-3978080 / PN 999 | Common Collective Trust | — | $48.6M | $60.1M | 6.9% | |
| DOUBLELINE SECURITIZED DOUBLELINE · EIN 30-0596331 / PN 001 | Common Collective Trust | — | $55.6M | $53.6M | 6.1% | |
| MFO PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | Mutual Funds | — | $60.9M | $52.4M | 6.0% | |
| PRISA | Real Estate | — | $23.4M | $47.8M | 5.5% | |
| CF INTRINSIC EDGE PLUS OFFSHORE LTD CL ASER 1220 | Common Stocks | — | $28.2M | $32.3M | 3.7% | |
| NT COMMON SHORT TERM INVT FD | Other securities | — | $30.4M | $30.4M | 3.5% | |
| ACADIAN EMRGNG MKTS FCSD ALPHA EQTY ACADIAN ASSET MANAGEMENT LLC · EIN 93-4207179 / PN 001 | Common Collective Trust | — | $28.2M | $30.0M | 3.4% | |
| MACKAY SHIELDS HIGH YIELD ACTIVE CO MACKAY SHIELDS LLC · EIN 13-4080466 / PN 001 | Common Collective Trust | — | $22.0M | $26.9M | 3.1% | |
| CF TWO SIGMA ABSOLUTE RETURN CAYMAN FUND LTD CL A1 SER 1 BENCHMARK | Common Stocks | — | $12.6M | $17.2M | 2.0% | |
| APPLE INC COM STK | Common Stocks | — | $4.4M | $9.1M | 1.0% | |
| NVIDIA CORP COM | Common Stocks | — | $2.7M | $7.9M | 0.9% | |
| SECURITY CAP PFD GROWTH LLC SER SECURITY CAPITAL · EIN 26-0377209 / PN 999 | Common Collective Trust | — | — | $7.8M | 0.9% | |
| Interest-bearing Cash * MFB NORTHERN INSTL FDS GOVT PORTFOLIO CL A | Cash / Money Market | — | $7.4M | $7.4M | 0.8% | |
| MICROSOFT CORP COM | Common Stocks | — | $3.8M | $7.1M | 0.8% | |
| SMS LTD | Common Stocks | — | $7.4M | $6.6M | 0.8% | |
| HAYFIN SOF II USD FEEDER LP | Other securities | — | $1.6M | $5.1M | 0.6% | |
| SECURITY CAP PFD GROWTH LLC SER 4 COM STK | Common Stocks | — | $5.6M | $5.1M | 0.6% | |
| AMAZON COM INC COM | Common Stocks | — | $2.7M | $4.9M | 0.6% | |
| NEUBERGER BERMAN EMD HARD CURRENCY NEUBERGER BERMAN · EIN 46-3641083 / PN 001 | Common Collective Trust | — | $4.2M | $4.2M | 0.5% | |
| FIFTHDELTA FUND LIMITED | Other securities | — | $6.5M | $4.1M | 0.5% | |
| META PLATFORMS INC COM USD0.000006 CL 'A' | Common Stocks | — | $1.4M | $3.0M | 0.3% | |
| TESLA INC COM USD0.001 | Common Stocks | — | $1.6M | $2.8M | 0.3% | |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | Common Stocks | — | $1.4M | $2.6M | 0.3% | |
| Registered Investment Companies MFC ISHARES INC MSCI WORLD INDEX FD | Common Stocks | — | $2.5M | $2.5M | 0.3% | |
| BROADCOM INC COM | Common Stocks | — | $819K | $2.5M | 0.3% | |
| ALPHABET INC CAP STK USD0.001 CL C | Common Stocks | — | $1.2M | $2.3M | 0.3% | |
| JPMORGAN CHASE & CO COM | Common Stocks | — | $1.0M | $1.6M | 0.2% | |
| HAYFIN SOF II USD CO-INVEST FEEDER LP | Common Stocks | — | $1.3M | $1.5M | 0.2% | |
| ELI LILLY & CO COM | Common Stocks | — | $758K | $1.5M | 0.2% | |
| Common / Collective Trusts ##SECURITY CAP PFD GROWTH LLC SER 2 COM STK SEE TNT 0002F1LAV4 | Common Collective Trusts | — | $1.8M | $1.5M | 0.2% | |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B' | Common Stocks | — | $855K | $1.4M | 0.2% | |
| ##SECURITY CAP PFD GROWTH LLC SER 5 COM STK SEE TNT 0002F1QAZ4 | Common Stocks | — | $1.6M | $1.3M | 0.1% | |
| VISA INC COM CL A STK | Common Stocks | — | $796K | $1.3M | 0.1% | |
| CF ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. CLASS K STAGGERED - SERIES 921 FD | Common Stocks | — | $512K | $1.2M | 0.1% | |
| UNITED STATES OF AMER TREAS NOTES DTD 11/15/2022 4.125%11-15-2032 ^ | U.S. Treasuries | — | $1.2M | $1.2M | 0.1% | |
| EXXON MOBIL CORP COM | Common Stocks | — | $911K | $1.1M | 0.1% | |
| UNITEDHEALTH GROUP INC COM | Common Stocks | — | $840K | $1.1M | 0.1% | |
| SHELL PLC ORD EUR0.07 | Common Stocks | — | $912K | $1.0M | 0.1% | |
| MASTERCARD INC CL A | Common Stocks | — | $607K | $1.0M | 0.1% | |
| ROCHE HLDGS AG GENUSSCHEINE NPV | Common Stocks | — | $1.2M | $1.0M | 0.1% | |
| UNITED STATES OF AMER TREAS NOTES 4.5% DUE 11-15-2033 ^ | U.S. Treasuries | — | $1.0M | $1.0M | 0.1% | |
| UNITED STATES TREAS NTS FIXED 3.125% DUE08-15-2025 ^ | U.S. Treasuries | — | $974K | $978K | 0.1% | |
| CF THE SEGANTII ASIA PACIFIC EQUITY MULTI-STRATEGY FUND CL A3 SHARES | Other securities | — | $908K | $970K | 0.1% | |
| COSTCO WHOLESALE CORP NEW COM | Common Stocks | — | $487K | $968K | 0.1% | |
| DBS GROUP HLDGS NPV | Common Stocks | — | $570K | $955K | 0.1% | |
| WALMART INC COM | Common Stocks | — | $512K | $953K | 0.1% | |
| UNITED STATES OF AMER TREAS BONDS DTD 02/15/2015 2.5% DUE 02-15-2045 REG ^ | U.S. Treasuries | — | $1.2M | $948K | 0.1% | |
| UNITED STATES TREAS BDS DTD 11/15/2012 2.75% DUE 11-15-2042 REG ^ | U.S. Treasuries | — | $1.3M | $946K | 0.1% |
| — |
| BROWN CAPITAL MANGEMENT, LLC | 27-4453139 | — | INVESTMENT MANAGER | $58K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | INVESTMENT MANAGER | $54K | — |
| JACOBS LEVY EQUITY MANAGEMENT INC. | 22-2774695 | — | INVESTMENT MANAGER | $52K | — |
| XPONANCE | — | DURHAM, NC | INVESTMENT MANAGER | $44K | — |
| ARIEL INVESTMENTS, LLC | 02-0712418 | — | INVESTMENT MANAGER | $25K | — |
| — |
| SAPPHIRE DIGITAL | 26-3441881 | — | CONTRACT ADMINISTRATOR | $176K | — |
| KEYSTONE HEALTH PLAN EAST | 23-2405376 | — | CONTRACT ADMINISTRATOR | $158K | — |
| QCC INSURANCE COMPANY | 23-2184623 | — | CONTRACT ADMINISTRATOR | $113K | — |
| FIRST AMERICAN ADMINISTRATORS INC | 86-0773195 | — | CONTRACT ADMINISTRATOR | $89K | — |
| CONSUMERS MEDICAL RESOURCE, INC | 04-3367006 | — | CONTRACT ADMINISTRATOR | $59K | — |
| ALLSUP INC | 37-1170934 | — | CONTRACT ADMINISTRATOR | $43K | — |
