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Original filing (PDF)20250916122317NAL0002508208001
CONSTELLATION MYSTIC POWER, LLC CO CONSTELLATION ENERGY GENERATION LLC
Form 5500
FILING_RECEIVED
CONSTELLATION MYSTIC POWER LLC POST-EMPLOYMENT MEDICAL SAVINGS ACCOUNT PLAN FOR UNION EMPLOYEES
Health & welfare plan
Signals · 1
38% in single holding
Active participants
55
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.2M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Schwab US Large Cap" is 38% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTELLATION MYSTIC POWER, LLC CO CONSTELLATION ENERGY GENERATION LLC.
Plan sponsor
Name
CONSTELLATION MYSTIC POWER, LLC CO CONSTELLATION ENERGY GENERATION LLC
EIN
27-3585052
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
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Welfare benefit codes
4A · Health (other than dental or vision)
4Q · Other
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | CUSTODIAN | $8K | — |
Investments
16 direct securities· $3.4M(65% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab US Large Cap | — | — | $1.2M | $1.3M | 24.5% | |
| Nuveen Real Estate Secure R6 | — | — | $330K | $305K | 5.8% | |
| Baird Aggregate Bond Fd Instl | — | — | $325K | $304K | 5.8% | |
| Fidelity International Index Fund | — | — | $209K | $223K | 4.2% | |
| Pgim Total Return Bond CI R6 | — | — | $216K | $210K | 4.0% | |
| Fidelity Emerging Markets Index Fund | — | — | $207K | $206K | 3.9% | |
| Ishares Core US Aggregate Bond | — | — | $183K | $178K | 3.4% | |
| Mondrian International Value Equity Fund | — | — | $118K | $113K | 2.1% | |
| Clearbridge International Growth | — | — | $101K | $110K | 2.1% | |
| Cohen & Steers Instl Realty | — | — | $97K | $102K | 1.9% | |
| Undiscovered Mgrs Behavioral Value | — | — | $82K | $82K | 1.6% | |
| BOOK MARKET Interest-bearing cash First American Prime Oblig Fund Cl X | — | — | $73K | $73K | 1.4% | |
| Registered investment companies Artisan High Income Fund | — | — | $74K | $70K | 1.3% | |
| Nyli MacKay High Yield Corp Bd Fd R6 | — | — | $70K | $70K | 1.3% | |
| Columbia Small Cap Growth Instl | — | — | $46K | $53K | 1.0% | |
| Ishares Trust Ishares 5 10 Year | — | — | $52K | $50K | 1.0% |
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