2024-11-14T17:22:16-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-01-01 874039849 CONSTELLATION EMPLOYEES BENEFIT TRUST CONS 7792315871 200 ENERGY WAY KENNETT SQUARE PA 19348 LISA AGASE DIR., EMPL. BEN. PLANS & PROGRAMS 7792315871 2024-11-13 1 1 DAVID LOWENTHAL P00378651 3122071040 2024-11-13 2023 2024-10-15 13:58:12Z X LISA AGASE 200 ENERGY WAY KENNETT SQUARE PA 19348 228817595 0 X N/A X 2022 IL PROVIDE HEALTHCARE BENEFITS TO MEMBERS. 1 0 0 0 585586 540502 0 0 193573034 228158935 302157 658660 0 0 193875191 228817595 0 0 157353914 206964980 24628 5635 0 0 0 10621670 11298765 168000212 218269380 25874979 10548215 20573521 29131306 1084382 3702952 19489139 25428354 TO PROVIDE HEALTHCARE BENEFITS TO MEMBERS. 0 0 PAYMENT OF MEDICAL, DENTAL, AND VISION CARE BENEFITS FOR MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CONSTELLATION ENERGY CORPORATION V 7792315871 200 ENERGY WAY KENNETT SQUARE PA 19348 THE NORTHERN TRUST COMPANY INSTITUTIONAL TRUSTEE 1.00 0.00 X 5635 0 0 5635 0 0 0 0 0 0 ALIGHT SOLUTIONS LLC 4 OVERLOOK POINT LINCOLNSHIRE IL 60069 RECORD KEEPING 2925375 WILLIS TOWERS WATSON US LLC 233 S WACKER DRIVE SUITE 1800 CHICAGO IL 60606 ACTUARY 266577 WAGEWORKS INC 1100 PARK PLACE SUITE 400 SAN MATEO CA 94403 CONTRACT ADMINISTRATOR 163673 SHARECARE INC 255 EAST PACES FERRY ROAD NE SUITE ATLANTA GA 30305 CONTRACT ADMINISTRATOR 134573 NRAC LLC 601 TERESA STREET OXNARD CA 93030 CONSULTING 106783 5 EMPLOYER CONTRIBUTIONS 900099 180967831 180967831 PARTICIPANT CONTRIBUTIONS 900099 47191104 47191104 228158935 658660 73074 585586 228817595 228232009 585586 0 206964980 5635 -16994 346 386733 CONTRACT ADMINISTRATOR 8616495 RECORD KEEPING 2045295 UBI TAX 140000 ADMINISTRATIVE SERVICES 126890 218269380 2887848 11248017 12375862 11753218 4157811 4978071 1152000 1152000 20573521 29131306 1084382 3702952 1084382 3702952 X 0 0 0 0 19489139 25428354 19489139 25428354 20573521 29131306 X 10548215 -4609000 X 0 1 X 1 0 0 X PART X, LINE 2: GAAP REQUIRES THE PLAN'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE AUTHORITIES. THE COMPANY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE MEDICAL BENEFITS FROM THE FUNDED VEBA. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION USES A CPA FIRM TO PREPARE FORM 990. THE RETURN IS REVIEWED BY CONSTELLATION ACCOUNTING, CORPORATE BENEFITS AND LEGAL DEPARTMENTS. THE RETURN IS REVIEWED BY THE PARTIES WHO ADMINISTER THE HEALTH AND WELFARE PLANS THAT ARE FUNDED BY THE ORGANIZATION AND MANAGE THE ASSETS OF THE ORGANIZATION. AS SUCH ALL RESPONSIBLE GOVERNING BODIES REVIEW AND APPROVE THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PARTIES RESPONSIBLE FOR PLAN ASSETS ARE SUBJECT TO THE CONSTELLATION CONFLICT OF INTEREST POLICY. CONSTELLATION REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT PAY ANY COMPENSATION. CONSEQUENTLY LINES 15A AND 15B ARE NOT APPLICABLE TO THIS ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1024, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INTRA-PLAN TRANSFERS -4,609,000. FORM 990, PART X, LINE 6: THE AMOUNT REPORTED ON FORM 990, PART X, LINE 6 CONSISTS OF RECEIVABLES OF $4,978,071 DUE FROM CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS OF SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ORGANIZATIONS. PER IRS 990 INSTRUCTIONS, SCHEDULE L, PART II IS NOT REQUIRED TO BE COMPLETED. FORM 990, PART VI: THIS ORGANIZATION IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST UNDER IRC 501(C)(9). THIS ORGANIZATION FUNDS HEALTHCARE BENEFITS PROVIDED UNDER CERTAIN HEALTH AND WELFARE PLANS SPONSORED BY CONSTELLATION ENERGY GENERATION, LLC FOR ITS EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. THIS ORGANIZATION FOLLOWS CONSTELLATION'S CORPORATE POLICIES WHERE APPLICABLE INCLUDING PROPER DOCUMENTATION OF ALL ACTIONS TAKEN ON BEHALF OF THE PLAN. CONSTELLATION ENERGY GENERATION LLC 200 ENERGY WAY KENNETT SQUARE PA 193482473 233064219 SPONSORING ORGANIZATION PA CONSTELLATION ENERGY CORPORATION CONSTELLATION ENERGY CORPORATION 1310 POINT STREET BALTIMORE MD 21231 871210716 SPONSORING ORGANIZATION PA N/A C 0 CONSTELLATION ENERGY GENERATION LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION POWERLABS LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION NEW ENERGY INC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION NUCLEAR SECURITY LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION WIND LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION TEXAS POWER SERVICES LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION HOME PRODUCTS & SERVICES LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION POWER INC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION POWR SOURCE GEN CONTRIBUTING EMPLOYER N/A 0 CNE GAS HOLDINGS LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION MYSTIC POWER LLC CONTRIBUTING EMPLOYER N/A 0 CER GENERATION LLC CONTRIBUTING EMPLOYER N/A 0 CONSTELLATION ENERGY SOLUTIONS LLC CONTRIBUTING EMPLOYER N/A 0 PECO ENERGY COMPANY CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1