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Original filing (PDF)20251020135652NAL0000892867001
EXELON CORPORATION
Form 5500
FILING_RECEIVED
PECO ENERGY COMPANY RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~119 bps in Sched C fees12 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$149.1M
Net assets (EOY)
$144.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
88
Participation health
90
Knocking points off
- Top holding "Interest in the net assets of the PECO Energy Company Retiree Medical Trust, at fair * value" is 100% of plan.
- 119 bps in Schedule C fees — 1090% above peer band of 10 bps.
- Highly fragmented vendor stack (12 disclosed providers, 5 categories).
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXELON CORPORATION.
Plan sponsor
Name
EXELON CORPORATION
EIN
23-2990190
Address
10 S. DEARBORN ST., 51ST FLOOR · CHICAGO, IL · 60603
Phone
(779) 231-3185
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
516
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORD KEEPING | $279K | — |
TPA / Administrator
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE HOSPITAL INDEMNITY PLN | 23-0370270 | — | CONTRACT ADMINISTRATOR | $715K | — |
| OPTUMRX | 11-2581812 | — | CONTRACT ADMINISTRATOR | $421K | — |
| KEYSTONE HEALTH PLAN EAST | 23-2405376 | — | CONTRACT ADMINISTRATOR | $43K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | CONTRACT ADMINISTRATOR | $43K | — |
| HEALTH CARE SERVICE CORP. | 36-1236610 | — | CONTRACT ADMINISTRATOR | $42K | — |
| QCC INSURANCE COMPANY | 23-2184623 | — | CONTRACT ADMINISTRATOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & TITUS, LLP | 13-2781641 | — | AUDITOR | $27K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $62K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXELON BUSINESS SERVICES COMPANY | 23-3063219 | — | ADMINISTRATOR | $91K | — |
| EDGEWOOD PARTNERS INSURANCE CENTER | 94-3195221 | — | CONSULTING | $15K | — |
| PLANTE MORAN | — | CHICAGO, IL | CONSULTING | $7K | — |
Investments
1 pooled fund· $148.9M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PECO ENERGY CO RETIREE MEDICAL TRST EXELON CORPORATION · EIN 23-2990190 / PN 317 | Master Trust | — | — | $148.9M | 99.8% |