Civic Intelligence

Peco Energy Company Retiree Medical Trust C/O Benefits Accounting

990 • Fiscal year 2013 • EIN 25-1755733

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A
10 South Dearborn 51st Floor60603

(312) 394-2819

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Net Margin

92nd percentile

71%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

5th percentile

$41,463

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $250M-$1B nonprofits • Source year 2013

Asset Growth

51st percentile

7.4%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$626,788,609

Up $43,139,742 (+7.4%) from 2012

Net Assets

Up

$624,102,057

Up $55,585,619 (+9.8%) from 2012

Liabilities

Down

$2,686,552

Down $12,445,877 (-82%) from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin92nd percentile

Revenue

$85,301,595

No earlier filing loaded for comparison.

Expenses

Down

$24,846,116

Down $3,905,088 (-14%) from 2012

Net Income

$60,455,479

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2012: $583,648,867Liabilities 2012: $15,132,429Net Assets 2012: $568,516,4382012Assets 2013: $626,788,609Liabilities 2013: $2,686,552Net Assets 2013: $624,102,0572013Assets 2015: $546,766,981Liabilities 2015: $4,401,006Net Assets 2015: $542,365,9752015Assets 2016: $515,947,634Liabilities 2016: $4,508,298Net Assets 2016: $511,439,3362016Assets 2019: $469,629,266Liabilities 2019: $3,355,574Net Assets 2019: $466,273,6922019Assets 2020: $460,707,267Liabilities 2020: $2,528,515Net Assets 2020: $458,178,7522020Assets 2021: $441,038,307Liabilities 2021: $4,391,521Net Assets 2021: $436,646,7862021Assets 2022: $184,537,420Liabilities 2022: $1,840,638Net Assets 2022: $182,696,7822022Assets 2024: $149,488,462Liabilities 2024: $2,793,126Net Assets 2024: $146,695,3362024

Highlighted filing

2013

Assets$626,788,609
Liabilities$2,686,552
Net Assets$624,102,057
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2012: $28,751,2042012Revenue 2013: $85,301,595Expenses 2013: $24,846,116Net Income 2013: $60,455,4792013Revenue 2015: $48,255,101Expenses 2015: $43,574,292Net Income 2015: $4,680,8092015Revenue 2016: $35,966,551Expenses 2016: $59,095,785Net Income 2016: -$23,129,2342016Revenue 2019: $23,396,872Expenses 2019: $48,988,831Net Income 2019: -$25,591,9592019Revenue 2020: $32,025,752Expenses 2020: $46,570,987Net Income 2020: -$14,545,2352020Revenue 2021: $76,343,583Expenses 2021: $57,738,465Net Income 2021: $18,605,1182021Revenue 2022: $27,416,640Expenses 2022: $39,845,120Net Income 2022: -$12,428,4802022Revenue 2024: $20,674,882Expenses 2024: $28,406,714Net Income 2024: -$7,731,8322024

Highlighted filing

2013

Revenue$85,301,595
Expenses$24,846,116
Net Income$60,455,479
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$207,804,149
Mission and Program Overview

Mission

To provide health and dental benefits to eligible retirees.

To provide benefits to eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$568,516,438$624,102,057▲ $55,585,619
Investments Other Securities$411,034,371$386,087,443▼ $24,946,928
Investments in Publicly Traded Securities$159,746,085$235,152,904▲ $75,406,819
Accounts Receivable$12,868,411$5,466,572▼ $7,401,839
Cash and Non-Interest-Bearing Accounts$0$81,690▲ $81,690
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$583,648,867$626,788,609▲ $43,139,742
Liabilities
Accounts Payable and Accrued Expenses$15,132,429$2,686,552▼ $12,445,877
Total Liabilities$15,132,429$2,686,552▼ $12,445,877
Net Assets / Fund Balance
Total Net Assets Fund Balance$568,516,438$624,102,057▲ $55,585,619
Total Liabilities and Net Assets / Fund Balance$583,648,867$626,788,609▲ $43,139,742

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$330,757,557--
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleBaseTotal
The Northern Trust CompanyInstitutional Trustee$41,463$41,463

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyInvestment Management-$696,782
Blackrock Financial ManagementInvestment Management-$441,442
Bmo Asset Management CorpInvestment Management-$210,975
Acadian Asset Management LLCInvestment Management-$147,039
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$47,053,473
Investment Income
$38,248,122
Other Revenue
$0
Change in Net Assets
$60,455,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$85,301,595
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,068,354
Total Revenue per Audited Statements
$114,369,949
Total Revenue per Form 990
$85,301,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,704,265
Salaries, Compensation, and Employee Benefits$41,463
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$17,100,388
Fees for Service Investment Mgmnt Fees---$1,549,425
Other Expenses---$56,919
Comp Disqual Persons---$41,463
Total Functional Expenses$0$0$0$24,846,116

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,846,116
Total Expenses per Audited Statements$24,846,116
Total Expenses per Form 990$24,846,116
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members participate in the sponsor health benefit plans and receive medical and dental 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

“The plan has the same written conflicts of interest policy, written whistleblower policy, and written documentation, retention and destruction policy as that of exelon, the employer-provider of the plan.”

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.”

Filing and Contact Details

Filer

EIN
25-1755733
Phone
3123942819

Signing Officer

Name
William Bergman
Title
VP Health and Benefits
Phone
3123942819
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bergman
Formed
1995
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net decrease in 401(h) account -33,938,214.”

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.”

Raw XML AppendixShowing 400 of 482 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE VEBA TRUST PROVIDES DENTAL AND MEDICAL BENEFITS TO RETIRED PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FROM EMPLOYER AND EMPLOYEE CONTRIBUTION. AS OF DECEMBER 31, 2013, THERE WERE APPROXIMATELY 6,842 MEMBERS ELIGIBLE TO RECEIVE SUCH BENEFITS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE MEDICAL AND DENTAL BENEFITS FROM THE FUNDED VEBA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN HAS THE SAME WRITTEN CONFLICTS OF INTEREST POLICY, WRITTEN WHISTLEBLOWER POLICY, AND WRITTEN DOCUMENTATION, RETENTION AND DESTRUCTION POLICY AS THAT OF EXELON, THE EMPLOYER-PROVIDER OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FORM 1024, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET DECREASE IN 401(H) ACCOUNT -33,938,214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine10EXELON CORPORATION
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine12EXELON CORPORATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine13EXELON CORPORATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine14EXELON CORPORATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine15EXELON CORPORATION
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine11EXELON NUCLEAR SECURITY LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine12EXELON BUSINESS SERVICES CO LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine13EXELON WIND LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine14EXELON POWER TEXAS
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine15ENEH SERVICES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0233064219
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1261248912
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2233063219
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN3273687029
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN4233069719
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN5900183684
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd4DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd5DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0POWER GENERATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1SECURITY TO EXELON'S NUCLEAR POWER PLANTS
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2PROVIDES SUPPORT TO OPERATING COMPANIES
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3POWER GENERATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt4POWER GENERATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt5POWER GENERATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1010 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1110 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1210 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1310 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1410 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1510 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0CHICAGO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City1CHICAGO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City2CHICAGO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City3CHICAGO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City4CHICAGO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City5CHICAGO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0IL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State1IL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State2IL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State3IL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State4IL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State5IL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode060603
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode160603
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode260603
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode360603
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode460603
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode560603
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10EXELON CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine11EXELON CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine12EXELON CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0232990190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1230970240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2010754473
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3954714890
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0GENERATION & DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1ELECTRIC DISTRIBUTION UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2POWER GENERATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3POWER GENERATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10EXELON CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11PECO ENERGY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12EXELON POWER LABS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13CONSTELLATION NEW ENERGY INC
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1110 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1210 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1310 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0CHICAGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1CHICAGO
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City3CHICAGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State2IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State3IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode060603
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode160603
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode260603
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode360603
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10EXELON CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PECO ENERY CO RETIREE LIFE INSURANCE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251755732
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VEBA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1010 S DEARBORN 51ST FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode060603
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1910958
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt22656904
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt319079343
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt475313
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt5755491
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt613791
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt7553253
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt891913
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt939986
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt10993507
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt5MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt6MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt7MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt8MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt9MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt10MAINTAINED RECORDS AT FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10EXELON GENERATION CO LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11EXELON NUCLEAR SECURITY LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12EXELON BUSINESS SERVICES CO LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine13PECO ENERGY COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine14EXELON WIND LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine15EXELON POWER TEXAS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine16ENEH SERVICES LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine17EXELON POWER LABS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine18CONSTELLATION NEW ENERGY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine19EXELON BUSINESS SERVICES CO LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine110EXELON CORPORATION EMPLOYEES' BENEFIT TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$626,788,609
Liabilities
$2,686,552
Net assets
$624,102,057
Revenue
$85,301,595
Expenses
$24,846,116
Net income
$60,455,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$2.79$147$20.7$28.4$7.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$185$1.84$183$27.4$39.8$12.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$441$4.39$437$76.3$57.7$18.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$461$2.53$458$32.0$46.6$14.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$470$3.36$466$23.4$49.0$25.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$516$4.51$511$36.0$59.1$23.1
2015Detailed filing. Detailed filing data is available for this year.$547$4.40$542$48.3$43.6$4.68
2013Detailed filing. Detailed filing data is available for this year.$627$2.69$624$85.3$24.8$60.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$584$15.1$569$28.8