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EXELON CORPORATION CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameEXELON CORPORATION CASH BALANCE PENSION PLAN
Plan identification number 004

EXELON CORPORATION CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EXELON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EXELON CORPORATION
Employer identification number (EIN):232990190
NAIC Classification:221100

Additional information about EXELON CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2722140

More information about EXELON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXELON CORPORATION CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042019-01-01
0042018-01-01
0042017-01-01WILLIAM BERGMAN
0042016-01-01WILLIAM BERGMAN
0042015-01-01WILLIAM BERGMAN
0042014-01-01WILLIAM BERGMAN
0042013-01-01WILLIAM BERGMAN
0042012-01-01WILLIAM BERGMAN WILLIAM BERGMAN2013-10-14
0042011-01-01WILLIAM BERGMAN WILLIAM BERGMAN2012-10-11
0042010-01-01VICTOR FONSECA VICTOR FONSECA2011-10-11
0042009-01-01VICTOR FONSECA

Plan Statistics for EXELON CORPORATION CASH BALANCE PENSION PLAN

401k plan membership statisitcs for EXELON CORPORATION CASH BALANCE PENSION PLAN

Measure Date Value
2019: EXELON CORPORATION CASH BALANCE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,597
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EXELON CORPORATION CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,150,633,594
Acturial value of plan assets2018-12-312,071,727,606
Funding target for retired participants and beneficiaries receiving payment2018-12-31141,404,244
Number of terminated vested participants2018-12-311,217
Fundng target for terminated vested participants2018-12-31222,374,152
Active participant vested funding target2018-12-311,333,383,171
Number of active participants2018-12-3111,819
Total funding liabilities for active participants2018-12-311,347,682,891
Total participant count2018-12-3113,436
Total funding target for all participants2018-12-311,711,461,287
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31145,574,030
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3187,156,794
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3158,417,236
Present value of excess contributions2018-12-31123,429,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31138,914,581
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31138,914,581
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31206,310,546
Total employer contributions2018-12-31160,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31150,697,352
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3169,063,031
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31150,697,352
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0113,436
Total number of active participants reported on line 7a of the Form 55002018-01-0111,755
Number of retired or separated participants receiving benefits2018-01-01434
Number of other retired or separated participants entitled to future benefits2018-01-011,360
Total of all active and inactive participants2018-01-0113,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0148
Total participants2018-01-0113,597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01236
2017: EXELON CORPORATION CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,836,164,321
Acturial value of plan assets2017-12-311,836,164,321
Funding target for retired participants and beneficiaries receiving payment2017-12-31118,175,156
Number of terminated vested participants2017-12-311,074
Fundng target for terminated vested participants2017-12-31204,301,322
Active participant vested funding target2017-12-311,438,852,534
Number of active participants2017-12-3111,093
Total funding liabilities for active participants2017-12-311,457,627,843
Total participant count2017-12-3112,506
Total funding target for all participants2017-12-311,780,104,321
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31105,401,950
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3162,868,064
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3142,533,886
Present value of excess contributions2017-12-3195,033,195
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31100,577,432
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31100,577,432
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31145,574,030
Total employer contributions2017-12-31141,660,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31133,341,878
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3177,035,115
Net shortfall amortization installment of oustanding balance2017-12-3189,514,030
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3197,069,386
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3187,156,794
Additional cash requirement2017-12-319,912,592
Contributions allocatedtoward minimum required contributions for current year2017-12-31133,341,878
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0112,506
Total number of active participants reported on line 7a of the Form 55002017-01-0111,819
Number of retired or separated participants receiving benefits2017-01-01379
Number of other retired or separated participants entitled to future benefits2017-01-011,193
Total of all active and inactive participants2017-01-0113,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0145
Total participants2017-01-0113,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01192
2016: EXELON CORPORATION CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,692,589,284
Acturial value of plan assets2016-12-311,692,589,284
Funding target for retired participants and beneficiaries receiving payment2016-12-31102,248,122
Number of terminated vested participants2016-12-311,008
Fundng target for terminated vested participants2016-12-31199,320,353
Active participant vested funding target2016-12-311,386,703,340
Number of active participants2016-12-3110,427
Total funding liabilities for active participants2016-12-311,419,741,498
Total participant count2016-12-3111,734
Total funding target for all participants2016-12-311,721,309,973
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3199,323,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31105,401,950
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31105,401,950
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31105,401,950
Total employer contributions2016-12-31130,474,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31122,612,258
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3166,050,964
Net shortfall amortization installment of oustanding balance2016-12-31134,122,639
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3190,447,127
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3162,868,064
Additional cash requirement2016-12-3127,579,063
Contributions allocatedtoward minimum required contributions for current year2016-12-31122,612,258
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0111,734
Total number of active participants reported on line 7a of the Form 55002016-01-0111,093
Number of retired or separated participants receiving benefits2016-01-01321
Number of other retired or separated participants entitled to future benefits2016-01-011,058
Total of all active and inactive participants2016-01-0112,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0134
Total participants2016-01-0112,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01323
2015: EXELON CORPORATION CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,789
Total number of active participants reported on line 7a of the Form 55002015-01-0110,427
Number of retired or separated participants receiving benefits2015-01-01282
Number of other retired or separated participants entitled to future benefits2015-01-01984
Total of all active and inactive participants2015-01-0111,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0141
Total participants2015-01-0111,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01208
2014: EXELON CORPORATION CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,500
Total number of active participants reported on line 7a of the Form 55002014-01-019,598
Number of retired or separated participants receiving benefits2014-01-01241
Number of other retired or separated participants entitled to future benefits2014-01-01921
Total of all active and inactive participants2014-01-0110,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0129
Total participants2014-01-0110,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01145
2013: EXELON CORPORATION CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,602
Total number of active participants reported on line 7a of the Form 55002013-01-018,403
Number of retired or separated participants receiving benefits2013-01-01210
Number of other retired or separated participants entitled to future benefits2013-01-01863
Total of all active and inactive participants2013-01-019,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0124
Total participants2013-01-019,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0193
2012: EXELON CORPORATION CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,121
Total number of active participants reported on line 7a of the Form 55002012-01-017,611
Number of retired or separated participants receiving benefits2012-01-01176
Number of other retired or separated participants entitled to future benefits2012-01-01794
Total of all active and inactive participants2012-01-018,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-018,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0179
2011: EXELON CORPORATION CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,899
Total number of active participants reported on line 7a of the Form 55002011-01-017,262
Number of retired or separated participants receiving benefits2011-01-01152
Number of other retired or separated participants entitled to future benefits2011-01-01689
Total of all active and inactive participants2011-01-018,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0118
Total participants2011-01-018,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0189
2010: EXELON CORPORATION CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,621
Total number of active participants reported on line 7a of the Form 55002010-01-017,137
Number of retired or separated participants receiving benefits2010-01-01128
Number of other retired or separated participants entitled to future benefits2010-01-01620
Total of all active and inactive participants2010-01-017,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0114
Total participants2010-01-017,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01117
2009: EXELON CORPORATION CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,573
Total number of active participants reported on line 7a of the Form 55002009-01-016,914
Number of retired or separated participants receiving benefits2009-01-01115
Number of other retired or separated participants entitled to future benefits2009-01-01573
Total of all active and inactive participants2009-01-017,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-017,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01154

Financial Data on EXELON CORPORATION CASH BALANCE PENSION PLAN

Measure Date Value
2019 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-01$0
2018 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$942,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,365,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,734,967
Total income from all sources (including contributions)2018-12-31$56,545,121
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$123,276,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$118,634,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$160,000,000
Value of total assets at end of year2018-12-31$2,083,228,995
Value of total assets at beginning of year2018-12-31$2,151,271,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,641,983
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$751,582
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$388,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$332,298
Administrative expenses (other) incurred2018-12-31$2,520,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-66,731,016
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,065,863,014
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,133,536,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$435,991
Value of interest in master investment trust accounts at end of year2018-12-31$1,923,228,995
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,009,611,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$160,000,000
Employer contributions (assets) at end of year2018-12-31$160,000,000
Employer contributions (assets) at beginning of year2018-12-31$141,660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$118,634,154
Contract administrator fees2018-12-31$933,620
Liabilities. Value of benefit claims payable at end of year2018-12-31$16,977,535
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$17,402,669
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,734,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,584,109
Total income from all sources (including contributions)2017-12-31$415,311,332
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$110,958,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$99,703,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$141,660,000
Value of total assets at end of year2017-12-31$2,151,271,224
Value of total assets at beginning of year2017-12-31$1,836,767,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,254,599
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$919,245
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$332,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$329,398
Administrative expenses (other) incurred2017-12-31$7,432,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$304,352,949
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,133,536,257
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,829,183,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,717,634
Value of interest in master investment trust accounts at end of year2017-12-31$2,009,611,224
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,706,293,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$141,660,000
Employer contributions (assets) at end of year2017-12-31$141,660,000
Employer contributions (assets) at beginning of year2017-12-31$130,474,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$99,703,784
Contract administrator fees2017-12-31$1,184,995
Liabilities. Value of benefit claims payable at end of year2017-12-31$17,402,669
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,254,711
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747
2016 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$954,453
Total transfer of assets from this plan2016-12-31$500,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,584,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,647,818
Total income from all sources (including contributions)2016-12-31$224,642,181
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$87,397,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$78,464,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$130,474,000
Value of total assets at end of year2016-12-31$1,836,767,417
Value of total assets at beginning of year2016-12-31$1,693,132,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,932,811
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$256,878
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$329,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$259,292
Administrative expenses (other) incurred2016-12-31$7,284,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$137,245,058
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,829,183,308
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,691,484,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$535,957
Value of interest in master investment trust accounts at end of year2016-12-31$1,706,293,417
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,563,351,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$130,474,000
Employer contributions (assets) at end of year2016-12-31$130,474,000
Employer contributions (assets) at beginning of year2016-12-31$129,780,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$78,464,312
Contract administrator fees2016-12-31$855,714
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,254,711
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,388,526
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2016-12-31364189747
2015 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,647,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,915,269
Total income from all sources (including contributions)2015-12-31$187,567,899
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$97,113,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$87,973,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$174,009,170
Value of total assets at end of year2015-12-31$1,693,132,230
Value of total assets at beginning of year2015-12-31$1,605,945,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,139,765
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$538,157
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$6,074,197
Liabilities. Value of operating payables at end of year2015-12-31$259,292
Liabilities. Value of operating payables at beginning of year2015-12-31$387,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$90,454,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,691,484,412
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,601,029,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,783,182
Value of interest in master investment trust accounts at end of year2015-12-31$1,563,351,520
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,528,167,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$174,009,170
Employer contributions (assets) at end of year2015-12-31$129,780,710
Employer contributions (assets) at beginning of year2015-12-31$77,778,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$87,973,667
Contract administrator fees2015-12-31$744,229
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,388,526
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,528,115
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER LLC
Accountancy firm EIN2015-12-31364189747
2014 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,915,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,356,085
Total income from all sources (including contributions)2014-12-31$175,659,463
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$91,877,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,840,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$77,778,100
Value of total assets at end of year2014-12-31$1,605,945,214
Value of total assets at beginning of year2014-12-31$1,520,604,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,037,522
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,083,999
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$130,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$4,636,961
Liabilities. Value of operating payables at end of year2014-12-31$387,154
Liabilities. Value of operating payables at beginning of year2014-12-31$150,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$83,781,464
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,601,029,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,517,248,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$316,562
Value of interest in master investment trust accounts at end of year2014-12-31$1,528,167,114
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,520,604,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$77,778,100
Employer contributions (assets) at end of year2014-12-31$77,778,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,840,477
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,528,115
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,205,156
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2014-12-31364189747
2013 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$144,752
Total transfer of assets from this plan2013-12-31$5,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,356,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$181,247
Total income from all sources (including contributions)2013-12-31$113,577,893
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$77,333,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$74,381,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,520,604,566
Value of total assets at beginning of year2013-12-31$1,481,045,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,951,303
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$785,729
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$120,010,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$1,060,660
Liabilities. Value of operating payables at end of year2013-12-31$150,929
Liabilities. Value of operating payables at beginning of year2013-12-31$181,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$36,244,691
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,517,248,481
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,480,864,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,104,914
Value of interest in master investment trust accounts at end of year2013-12-31$1,520,604,566
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,481,045,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$74,381,899
Contract administrator fees2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,205,156
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2013-12-31364189747
2012 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$12,041,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$181,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$376,975
Total income from all sources (including contributions)2012-12-31$183,113,603
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$55,274,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,853,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,841,292
Value of total assets at end of year2012-12-31$1,481,045,494
Value of total assets at beginning of year2012-12-31$1,341,360,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,421,749
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$964,868
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,130,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$1,083,641
Liabilities. Value of operating payables at end of year2012-12-31$181,247
Liabilities. Value of operating payables at beginning of year2012-12-31$376,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$127,838,620
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,480,864,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,340,984,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$373,240
Value of interest in master investment trust accounts at end of year2012-12-31$1,481,045,494
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,320,805,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$34,841,292
Employer contributions (assets) at beginning of year2012-12-31$20,555,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,853,234
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2012-12-31364189747
2011 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$376,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$463,060
Total income from all sources (including contributions)2011-12-31$185,957,564
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,226,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,429,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$73,438,413
Value of total assets at end of year2011-12-31$1,341,360,980
Value of total assets at beginning of year2011-12-31$1,200,715,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,796,850
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$239,771
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$80,250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$1,378,812
Liabilities. Value of operating payables at end of year2011-12-31$376,975
Liabilities. Value of operating payables at beginning of year2011-12-31$463,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$140,731,294
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,340,984,005
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,200,252,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$178,267
Value of interest in master investment trust accounts at end of year2011-12-31$1,320,805,632
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,176,340,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,438,413
Employer contributions (assets) at end of year2011-12-31$20,555,348
Employer contributions (assets) at beginning of year2011-12-31$24,375,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,429,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2011-12-31364189747
2010 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$111,150,779
Total unrealized appreciation/depreciation of assets2010-12-31$111,150,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$463,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$96,243,897
Total income from all sources (including contributions)2010-12-31$186,675,283
Total loss/gain on sale of assets2010-12-31$-71,538,981
Total of all expenses incurred2010-12-31$36,899,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$33,060,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$75,253,896
Value of total assets at end of year2010-12-31$1,200,715,771
Value of total assets at beginning of year2010-12-31$1,146,720,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,839,005
Total interest from all sources2010-12-31$9,226,494
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,641,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$179,318
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$182,154
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$80,125,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$67,090,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$29,727,828
Assets. Loans (other than to participants) at beginning of year2010-12-31$61,658,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$63,596,691
Other income not declared elsewhere2010-12-31$684,988
Administrative expenses (other) incurred2010-12-31$848,517
Liabilities. Value of operating payables at end of year2010-12-31$463,060
Liabilities. Value of operating payables at beginning of year2010-12-31$32,647,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$149,775,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,200,252,711
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,050,476,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$75,004
Investment advisory and management fees2010-12-31$2,811,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,267,365
Interest earned on other investments2010-12-31$291,712
Income. Interest from US Government securities2010-12-31$5,473,250
Income. Interest from corporate debt instruments2010-12-31$3,475,225
Value of interest in master investment trust accounts at end of year2010-12-31$1,176,340,297
Value of interest in common/collective trusts at beginning of year2010-12-31$171,148,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,485,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,485,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-13,693
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$124,326,225
Asset value of US Government securities at beginning of year2010-12-31$151,999,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,717,619
Net investment gain or loss from common/collective trusts2010-12-31$11,047,760
Net gain/loss from 103.12 investment entities2010-12-31$13,547,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$615,762
Contributions received in cash from employer2010-12-31$75,253,896
Employer contributions (assets) at end of year2010-12-31$24,375,474
Employer contributions (assets) at beginning of year2010-12-31$167,999,184
Income. Dividends from preferred stock2010-12-31$-240
Income. Dividends from common stock2010-12-31$4,641,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$33,060,495
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$26,448,860
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$49,185,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$260,510,221
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,487,053,915
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,558,592,896
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WASHINGTON, PITTMAN & MCKEEVER
Accountancy firm EIN2010-12-31364189747
2009 : EXELON CORPORATION CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EXELON CORPORATION CASH BALANCE PENSION PLAN

2019: EXELON CORPORATION CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EXELON CORPORATION CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EXELON CORPORATION CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EXELON CORPORATION CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EXELON CORPORATION CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EXELON CORPORATION CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EXELON CORPORATION CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EXELON CORPORATION CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EXELON CORPORATION CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EXELON CORPORATION CASH BALANCE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EXELON CORPORATION CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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