EXELON CORPORATION EMPLOYEES BENEFIT TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EXELON CORPORATION EMPLOYEES BENEFIT TRUST (EIN 23-7236436)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349307082
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:19:52-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237236436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXELON CORPORATION EMPLOYEES' BENEFIT | BusinessNameLine1 |
| Business Name Line2 | TRUST C/O ACCOUNTING OPERATIONS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3123942819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH DEARBORN 51ST FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BERGMAN | PersonNm |
| Person Title | VP HEALTH AND BENEFITS | PersonTitleTxt |
| Phone | 3123942819 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM BERGMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH DEARBORN 51ST FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $364,572,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTHCARE BENEFITS TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $47,208 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $41,890 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $283,775,604 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $364,474,519 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,956 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,580 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $283,833,560 | PYTotalRevenueAmt |
| CY Total Revenue | $364,572,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $258,871,074 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $310,823,513 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $106,694 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,308,098 | PYOtherExpensesAmt |
| CY Other Expenses | $20,628,528 | CYOtherExpensesAmt |
| PY Total Expenses | $277,179,172 | PYTotalExpensesAmt |
| CY Total Expenses | $331,558,735 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,654,388 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,013,364 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,427,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,613,590 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,667,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,253,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,760,092 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,360,567 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTHCARE BENEFITS TO MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PAYMENT OF MEDICAL, DENTAL, AND VISION CARE BENEFITS FOR MEMBERS AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2013, THERE WERE APPROXIMATELY 24,439 MEMBERS ELIGIBLE TO RECEIVE BENEFITS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EXELON CORPORATION VP HEALTH AND B | PersonNm |
| Phone | 3123942819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST 50TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE NORTHERN TRUST COMPANY | PersonNm |
| Title | INSTITUTIONAL TRUSTEE | TitleTxt |
| Average Hours Per Week | 1.00 | AverageHoursPerWeekRt |
| Average Hours Per Week Rltd Org | 0.00 | AverageHoursPerWeekRltdOrgRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $106,694 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AON | |||||
| 3000 TOWN CENTER | SOUTHFIELD | MI | 48075 | RECORD KEEPER | $4,647,717 |
| HEALTH FITNESS CORPORATION | |||||
| 1700 WEST 82ND STREET SUITE 200 | MINNEAPOLIS | MN | 55431 | WELLNESS PROVIDER | $2,446,570 |
| UNITED BEHAVIORAL HEALTHOPTUM | |||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | MENTAL HEALTH | $871,925 |
| TOWERS WATSON | |||||
| 191 NORTH WACKER DRIVE SUITE 2100 | CHICAGO | IL | 60606 | ACTUARIAL SERVICES | $446,123 |
| ASSET HEALTH | |||||
| 2250 BUTTERFIELD DRIVE SUITE 100 | TROY | MI | 48084 | WELLNESS PROVIDER | $269,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $277,219,832 | $277,219,832 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $87,254,687 | $87,254,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $364,474,519 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,580 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,372 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,572,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $364,474,519 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $47,208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,372 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,823,513 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,694 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,463 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Total | $20,596,065 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,558,735 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,037,071 | BOYAmt |
| EOY | $57,293,352 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580,065 | BOYAmt |
| EOY | $10,997,343 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,192 | BOYAmt |
| EOY | $7,928,895 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,000 | BOYAmt |
| EOY | $1,394,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,427,328 | BOYAmt |
| EOY | $77,613,590 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,667,236 | BOYAmt |
| EOY | $1,253,023 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,667,236 | BOYAmt |
| EOY | $1,253,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,760,092 | BOYAmt |
| EOY | $76,360,567 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,760,092 | BOYAmt |
| EOY | $76,360,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,427,328 | BOYAmt |
| EOY | $77,613,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,013,364 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$8,412,889 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | THE ORGANIZATION USES A CPA FIRM TO PREPARE FORM 990. THE RETURN IS REVIEWED BY EXELON 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 EXELON CORPORATION CONFLICT OF INTEREST POLICY. EXELON REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15: EXPLANATION: 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 -8,412,889. |
| FORM 990, PART X, LINE 6 | THE AMOUNT REPORTED ON LINE 6 CONSISTS OF RECEIVABLES OF $7,928,895 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 EXELON CORPORATION FOR ITS EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. THIS ORGANIZATION FOLLOWS EXELON'S CORPORATE POLICIES WHERE APPLICABLE INCLUDING PROPER DOCUMENTATION OF ALL ACTIONS TAKEN ON BEHALF OF THE PLAN. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| EXELON GENERATION CO LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 233064219 | POWER GENERATION | DE | EXELON CORPORATION |
| EXELON NUCLEAR SECURITY LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 261248912 | SECURITY TO EXELON'S NUCLEAR POWER PLANTS | DE | EXELON CORPORATION |
| EXELON BUSINESS SERVICES CO LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 233063219 | PROVIDES SUPPORT TO OPERATING COMPANIES | DE | EXELON CORPORATION |
| ENEH SERVICES LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 900183684 | POWER GENERATION | DE | EXELON CORPORATION |
| EXELON WIND LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 273687029 | POWER GENERATION | DE | EXELON CORPORATION |
| EXELON POWER TEXAS | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 233069719 | POWER GENERATION | DE | EXELON CORPORATION |
| BALTIMORE GAS AND ELECTRIC HOME PRODUCTS & SERVICES LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 800696499 | POWER GENERATION | DE | EXELON CORPORATION |
| CNE GAS HOLDINGS LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 611225551 | POWER GENERATION | DE | EXELON CORPORATION |
| CONSTELLATION OPERATING SERVICES | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 330250686 | POWER GENERATION | DE | EXELON CORPORATION |
| CONSTELLATION MYSTIC POWER LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 273585052 | POWER GENERATION | DE | EXELON CORPORATION |
| CER GENERATION (HILLABEE) LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 261586418 | POWER GENERATION | DE | EXELON CORPORATION |
| CONSTELLATION ENERGY PROJECTS AND SERVICES GROUP ADVISORS LLC | |||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 275041291 | POWER GENERATION | DE | EXELON CORPORATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MGMT EMPLOYEES | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 363978082 | EMPLOYEE BENEFITS | DE | 501(C)(9) | EXELON CORPORATION | 0 |
| EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR UNION EMPLOYEES | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 363978080 | EMPLOYEE BENEFITS | DE | 501(C)(9) | EXELON CORPORATION | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| EXELON CORPORATION | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 232990190 | HOLDING COMPANY | DE | C | 0 | |
| COMED | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 360938600 | ELECTRIC DISTRIBUTION UTILITY | DE | C | 0 | EXELON CORPORATION |
| BALTIMORE GAS AND ELECTRIC CO | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 520280210 | ELECTRIC DISTRIBUTION UTILITY | DE | C | 0 | EXELON CORPORATION |
| CONSTELLATION POWER INC | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 521525572 | POWER GENERATION | DE | C | 0 | EXELON CORPORATION |
| CONSTELLATION POWER SOURCE GENERATION INC | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 320418194 | POWER GENERATION | DE | C | 0 | EXELON CORPORATION |
| COSI SUNNYSIDE INC | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 522130014 | POWER GENERATION | DE | C | 0 | EXELON CORPORATION |
| EXELON POWER LABS | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 010754473 | POWER GENERATION | DE | C | 0 | EXELON CORPORATION |
| PECO ENERGY COMPANY | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 230970240 | ELECTRIC DISTRIBUTION UTILITY | DE | C | 0 | EXELON CORPORATION |
| CONSTELLATION NEW ENERGY INC | |||||||||
| 10 SOUTH DEARBORN 51ST FLOOR | CHICAGO | IL | 60603 | 954714890 | POWER GENERATION | DE | C | 0 | EXELON CORPORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MANAGEMENT EMPLOYEES | ||
| Q | $5,014,167 | MAINTAINED RECORDS AT FMV |
| EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR UNION EMPLOYEES | ||
| Q | $3,735,485 | MAINTAINED RECORDS AT FMV |
| EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR UNION EMPLOYEES | ||
| R | $8,412,889 | MAINTAINED RECORDS AT FMV |
| EXELON GENERATION CO LLC | ||
| S | $90,711,869 | MAINTAINED RECORDS AT FMV |
| EXELON NUCLEAR SECURITY LLC | ||
| S | $15,799,286 | MAINTAINED RECORDS AT FMV |
| EXELON BUSINESS SERVICES CO LLC | ||
| S | $21,124,659 | MAINTAINED RECORDS AT FMV |
| ENEH SERVICES LLC | ||
| S | $125,743 | MAINTAINED RECORDS AT FMV |
| EXELON WIND LLC | ||
| S | $384,726 | MAINTAINED RECORDS AT FMV |
| PECO ENERGY COMPANY | ||
| S | $26,824,698 | MAINTAINED RECORDS AT FMV |
| CONSTELLATION NEW ENERGY INC | ||
| S | $6,598,534 | MAINTAINED RECORDS AT FMV |
| EXELON POWER LABS | ||
| S | $662,713 | MAINTAINED RECORDS AT FMV |
| EXELON POWER TEXAS | ||
| S | $1,335,681 | MAINTAINED RECORDS AT FMV |
| BALTIMORE GAS AND ELECTRIC CO | ||
| S | $29,386,348 | MAINTAINED RECORDS AT FMV |
| BALTIMORE GAS AND ELECTRIC HOME PRODUCTS & SERVICES LLC | ||
| S | $3,511,111 | MAINTAINED RECORDS AT FMV |
| CNE GAS HOLDINGS LLC | ||
| S | $2,023,782 | MAINTAINED RECORDS AT FMV |
| CONSTELLATION OPERATING SERVICES | ||
| S | $100,720 | MAINTAINED RECORDS AT FMV |
| CONSTELLATION POWER INC | ||
| S | $1,134,981 | MAINTAINED RECORDS AT FMV |
| CONSTELLATION MYSTIC POWER LLC | ||
| S | $1,315,749 | MAINTAINED RECORDS AT FMV |
| COSI SUNNYSIDE INC | ||
| S | $218,929 | MAINTAINED RECORDS AT FMV |
| CONSTELLATION POWER SOURCE GENERATION | ||
| S | $2,066,111 | MAINTAINED RECORDS AT FMV |
| CER GENERATION (HILLABEE) LLC | ||
| S | $22,500 | MAINTAINED RECORDS AT FMV |
| CONSTELLATION ENERGY PROJECTS AND SERVICES | ||
| S | $138,168 | MAINTAINED RECORDS AT FMV |
| COMED | ||
| S | $73,753,527 | MAINTAINED RECORDS AT FMV |
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