2014-11-17T14:19:52-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-01-01 363978082 EXELON CORP EMPLOYEES BEN TRUST FOR MGMT EES 22-10296 EXEL 3123942819 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 WILLIAM BERGMAN VP HEALTH AND BENEFITS 3123942819 2014-11-17 1 DAVID LOWENTHAL P00378651 3122071040 2014-11-16 2013 2015-11-30 17:44:51Z WILLIAM BERGMAN 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 135034113 0 X N/A X 2003 IL TO PROVIDE HEALTH CARE BENEFITS TO THE RETIRED MANAGEMENT EMPLOYEES PARTICIPATING IN THE VEBA. 1 1 0 0 21798048 3023262 0 0 122163246 11079580 5366072 27618691 10303 0 127539621 38698271 0 0 59954267 58800957 42696 57652 0 0 0 3864988 5944495 63861951 64803104 63677670 -26104833 504854193 496207657 522083 1951069 504332110 494256588 THE CORPORATION HAS CREATED THIS 501(C)(9) TAX-EXEMPT TRUST OF A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA). THE FUNDAMENTAL PURPOSE OF THE ASSOCIATION IS TO PROVIDE HEALTH BENEFITS TO 6,425 RETIRED MANAGEMENT EMPLOYEES BENEFICIARY OF THE CORPORATION. 0 0 THE VEBA TRUST PROVIDED BENEFITS FOR APPROXIMATELY 6,425 RETIRED MANAGEMENT EMPLOYEE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FROM MEMBER AND EMPLOYER CONTRIBUTIONS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X EXELON CORPORATION VP HEALTH AND BENEFITS 3123942819 10 SOUTH DEARBORN 50TH FLOOR CHICAGO IL 60603 THE NORTHERN TRUST COMPANY INSTITUTIONAL TRUSTEE 1.00 0.00 X 57652 0 0 57652 0 0 0 0 0 0 AON 3000 TOWN CENTER SOUTHFIELD MI 48075 RECORDKEEPER 1063888 HEALTH FITNESS CORPORATION 1700 WEST 82ND STREET SUITE 200 MINNEAPOLIS MN 55431 WELLNESS PROVIDER 180329 TOWERS WATSON 191 NORTH WACKER DRIVE SUITE 2100 CHICAGO IL 60606 ACTUARY 153692 3 PARTICIPANT CONTRIBUTIONS 900099 11079580 11079580 11079580 13195958 7375315 5820643 110758575 96335842 14422733 14422733 14422733 38698271 11079580 21798048 5820643 58800957 57652 91641 6927 ADMINISTRATIVE EXPENSES 4739960 UNREL BUSINESS INC TAX 1105967 64803104 0 6661042 461177585 467112239 42819951 22434376 856657 0 504854193 496207657 522083 1951069 522083 1951069 X 504332110 494256588 0 0 0 0 504332110 494256588 504854193 496207657 -26104833 18014655 -1985344 0 X 0 1 X 1 0 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 PARTNERS 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 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 RETIREES 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. 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 SUPPORT SERVICES DE EXELON CORPORATION EXELON WIND LLC 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 273687029 POWER GENERATION DE EXELON CORPORATION EXELON CORPORATION EMPLOYEES' BENEFIT TRUST 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 237236436 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 EXELON CORPORATION 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 232990190 POWER GENERATION DE N/A C 0 COMED 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 360938600 SECURITY MEASURES DE EXELON CORPORATION C 0 PECO ENERGY COMPANY LLC 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 230970240 ELECTRIC DISTRIBUTION DE EXELON CORPORATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 EXELON BUSINESS SERVICES CO R 40757 MAINTAINED RECORDS AT FMV EXELON CORPORATION EMPLOYEES' BENEFIT TRUST P 5014167 MAINTAINED RECORDS AT FMV PART V, LINE 2(1)(D) TOTAL COST OF MEDICAL COVERAGE IS ACTUARIALLY DETERMINED. BOTH EMPLOYEES AND EXELON CONTRIBUTE TO THE COST OF MEDICAL COVERAGE. THE COST OF MEDICAL COVERAGE DEPENDS ON COVERAGE CATEGORY AND MEDICAL PLAN OPTION CHOSEN.