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Original filing (PDF)20250916120834NAL0005031538001
CONSTELLATION ENERGY GENERATION LLC
Form 5500
FILING_RECEIVED
CONSTELLATION DISABILITY BENEFIT PLAN
Health & welfare plan
Signals · 3
100% in single holding~113 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,443
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
-$1.0M
How this plan invests
This plan
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
80
Participation health
100
Knocking points off
- Top holding "The Northern Trust NT Collective Short Term * Company Investment Fund" is 100% of plan.
- 113 bps in Schedule C fees — 116% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTELLATION ENERGY GENERATION LLC.
Plan sponsor
Name
CONSTELLATION ENERGY GENERATION LLC
EIN
23-3064219
Address
200 ENERGY WAY · KENNETT SQUARE, PA · 19348
Phone
(779) 231-5871
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
507
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE/CUSTODIAN | $20K | — |
Investments
1 direct security· $1.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Northern Trust NT Collective Short Term * Company Investment Fund | — | — | $1.8M | $1.8M | 98.2% |
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