Civic Intelligence

Pepco Holdings Inc Veba Trust

EIN 51-0385292 • 501(c)9 • Chicago, IL

Profile

To provide for the payment of health and welfare benefits.

10 South Dearborn 53rd FloorChicago, IL 60603

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.07x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

19th percentile

-6.7%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

54th percentile

$54,893

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

42nd percentile

3.8%

Faster asset growth than 42% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$331,695,910

Up $12,159,183 (+3.8%) from 2023

Liabilities

Up

$2,546,709

Up $769,130 (+43%) from 2023

Net Assets

Up

$329,149,201

Up $11,390,053 (+3.6%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin19th percentile

Revenue

Up

$34,443,318

Up $7,547,715 (+28%) from 2023

Expenses

Down

$36,765,385

Down $2,764,162 (-7.0%) from 2023

Net Income

Up

-$2,322,067

Up $10,311,877 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2011: $280,962,563Liabilities 2011: $323,974Net Assets 2011: $280,638,5892011Assets 2012: $322,091,925Liabilities 2012: $381,662Net Assets 2012: $321,710,2632012Assets 2013: $368,955,338Liabilities 2013: $236,801Net Assets 2013: $368,718,5372013Assets 2014: $368,138,086Liabilities 2014: $356,930Net Assets 2014: $367,781,1562014Assets 2015: $348,279,369Liabilities 2015: $417,044Net Assets 2015: $347,862,3252015Assets 2016: $341,489,479Liabilities 2016: $344,005Net Assets 2016: $341,145,4742016Assets 2017: $386,170,285Liabilities 2017: $5,256,908Net Assets 2017: $380,913,3772017Assets 2018: $338,450,530Liabilities 2018: $3,578,463Net Assets 2018: $334,872,0672018Assets 2019: $363,689,051Liabilities 2019: $644,762Net Assets 2019: $363,044,2892019Assets 2020: $380,148,158Liabilities 2020: $8,216,641Net Assets 2020: $371,931,5172020Assets 2021: $399,424,323Liabilities 2021: $16,329,993Net Assets 2021: $383,094,3302021Assets 2022: $310,801,848Liabilities 2022: $9,490,328Net Assets 2022: $301,311,5202022Assets 2023: $319,536,727Liabilities 2023: $1,777,579Net Assets 2023: $317,759,1482023Assets 2024: $331,695,910Liabilities 2024: $2,546,709Net Assets 2024: $329,149,2012024

Highlighted filing

2024

Assets$331,695,910
Liabilities$2,546,709
Net Assets$329,149,201
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2011: $44,842,532Expenses 2011: $29,464,139Net Income 2011: $15,378,3932011Revenue 2012: $50,420,683Expenses 2012: $32,438,571Net Income 2012: $17,982,1122012Revenue 2013: $40,674,369Expenses 2013: $33,988,541Net Income 2013: $6,685,8282013Revenue 2014: $25,141,283Expenses 2014: $28,704,176Net Income 2014: -$3,562,8932014Revenue 2015: $26,872,003Expenses 2015: $25,354,799Net Income 2015: $1,517,2042015Revenue 2016: $35,247,194Expenses 2016: $48,396,686Net Income 2016: -$13,149,4922016Revenue 2017: $89,914,911Expenses 2017: $40,834,690Net Income 2017: $49,080,2212017Revenue 2018: $78,341,127Expenses 2018: $43,041,727Net Income 2018: $35,299,4002018Revenue 2019: $13,516,761Expenses 2019: $38,721,577Net Income 2019: -$25,204,8162019Revenue 2020: $25,158,881Expenses 2020: $35,176,579Net Income 2020: -$10,017,6982020Revenue 2021: $33,764,470Expenses 2021: $41,379,391Net Income 2021: -$7,614,9212021Revenue 2022: $26,820,848Expenses 2022: $40,214,321Net Income 2022: -$13,393,4732022Revenue 2023: $26,895,603Expenses 2023: $39,529,547Net Income 2023: -$12,633,9442023Revenue 2024: $34,443,318Expenses 2024: $36,765,385Net Income 2024: -$2,322,0672024

Highlighted filing

2024

Revenue$34,443,318
Expenses$36,765,385
Net Income-$2,322,067
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,695,910
Liabilities
$2,546,709
Net assets
$329,149,201
Revenue
$34,443,318
Expenses
$36,765,385
Net income
-$2,322,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$332$2.55$329$34.4$36.8$2.32
2023Detailed filing. Detailed filing data is available for this year.$320$1.78$318$26.9$39.5$12.6
2022Detailed filing. Detailed filing data is available for this year.$311$9.49$301$26.8$40.2$13.4
2021Detailed filing. Detailed filing data is available for this year.$399$16.3$383$33.8$41.4$7.61
2020Detailed filing. Detailed filing data is available for this year.$380$8.22$372$25.2$35.2$10.0
2019Detailed filing. Detailed filing data is available for this year.$364$0.64$363$13.5$38.7$25.2
2018Detailed filing. Detailed filing data is available for this year.$338$3.58$335$78.3$43.0$35.3
2017Detailed filing. Detailed filing data is available for this year.$386$5.26$381$89.9$40.8$49.1
2016Detailed filing. Detailed filing data is available for this year.$341$0.34$341$35.2$48.4$13.1
2015Summary only. Only limited summary data is available for this year.$348$0.42$348$26.9$25.4$1.52
2014Summary only. Only limited summary data is available for this year.$368$0.36$368$25.1$28.7$3.56
2013Summary only. Only limited summary data is available for this year.$369$0.24$369$40.7$34.0$6.69
2012Summary only. Only limited summary data is available for this year.$322$0.38$322$50.4$32.4$18.0
2011Summary only. Only limited summary data is available for this year.$281$0.32$281$44.8$29.5$15.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$246,990,696
Mission and Program Overview

Mission

To provide for the payment of health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$317,759,148$329,149,201▲ $11,390,053
Investments in Publicly Traded Securities$190,274,328$237,218,946▲ $46,944,618
Investments Other Securities$118,931,540$83,418,629▼ $35,512,911
Savings and Temporary Cash Investments$9,165,107$9,782,162▲ $617,055
Accounts Receivable$500,163$581,326▲ $81,163
Cash and Non-Interest-Bearing Accounts$1,590$37,127▲ $35,537
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$319,536,727$331,695,910▲ $12,159,183
Other Assets Total$663,999$657,720▼ $6,279
Liabilities
Other Liabilities$1,419,041$2,242,696▲ $823,655
Accounts Payable and Accrued Expenses$358,538$304,013▼ $54,525
Total Liabilities$1,777,579$2,546,709▲ $769,130
Net Assets / Fund Balance
Total Net Assets Fund Balance$317,759,148$329,149,201▲ $11,390,053
Total Liabilities and Net Assets / Fund Balance$319,536,727$331,695,910▲ $12,159,183

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,272,611--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
-Trustee$54,893$54,893

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCRecord Keeping4 OVERLOOK POINT, Lincolnshire, IL 60069$629,879
Blackrock Institutional TrustInvestment Management400 HOWARD STREET, San Francisco, CA 94105$526,054
Willis Towers Watson US LLCActuarial Services800 N GLEBE RD STE 1000, Arlington, VA 22203$232,141
Acadian Asset Management LLCInvestment Management260 FRANKLIN ST, Boston, MA 02110$133,780
Exelon Business Service CompanyAdministrator10 S DEARBORN ST, Chicago, IL 60603$125,155
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,465,645
Investment Income
$19,977,673
Other Revenue
$0
Change in Net Assets
$-2,322,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,327,398
Salaries, Compensation, and Employee Benefits$54,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$34,383,094
Fees for Service Investment Mgmnt Fees---$826,036
Fees for Services Other---$225,507
Other Expenses---$143,074
Current Officers, Directors, Trustees, and Key Employees---$54,893
Fees for Services Accounting---$30,430
Total Functional Expenses$0$0$0$36,765,385
International Activity

International Summary

Offices
0
Employees
0
Spending
$74,697,831

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestment in Securities-00$57,076,626
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Investment in Securities-00$11,997,842
North America - Canada and Mexico, But Not the United StatesInvestment in Securities-00$5,488,902
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investment in Securities-00$134,461
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Other Benefit Plans$1,844,115
Pending Trade Purchase$398,581
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
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 health and welfare benefits from the funded veba.”

Form 990, Part VI, Section B, Line 11B

“The organization uses a cpa firm to prepare form 990. The return is reviewed by exelon accounting, corporate benefits and legal departments. The return is reviewed by the parties who administer the health and welfare plans that are funded by the organization and manage the assets of the organization. As such all responsible governing bodies review and approve the return prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All parties responsible for plan assets are subject to the exelon corporation conflict of interest policy. Exelon regularly monitors compliance with its conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The organization does not pay any compensation. Consequently lines 15a and 15b are not applicable to this organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 1024, form 990, governing documents, conflict of interest policy and financial statements available upon request.”

FORM 990, PART VI:

“This organization is a voluntary employees' beneficiary association trust under irc 501(c)(9). This organization funds healthcare benefits provided under certain health and welfare plans sponsored by exelon corporation for its 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.”

Filing and Contact Details

Filer

Filer Name
Pepco Holdings Inc Veba Trust
EIN
51-0385292
Phone
3123944107
Address
10 SOUTH DEARBORN 53RD FLOOR, CHICAGO, IL 60603

Signing Officer

Name
Felicia Cummings
Title
VP Total Rewards
Phone
3123944107
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Felicia Cummings
Formed
1998
Legal Domicile
Dc
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service ("irs") made a determination on january 15, 2008 that the veba trust is exempt from federal income taxes under section 501(c)(9) of the internal revenue code ("irc"). Certain investment income of a section 501(c)(9) trust is subject to income tax as "unrelated business income" if the funds held by the trust are in excess of prescribed limits. The plan administrator believes that the veba trust and the plan, as amended, are being operated in compliance with the applicable requirements of the irc and therefore, believes that the veba trust remains tax exempt. Gaap requires plan management to evaluate tax positions taken by the plan and recognizes a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable authorities. The company has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2024, there were no uncertain tax positions taken. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 402 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0358538
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0304013
IRS990/AccountsReceivableGrp/BOYAmt0500163
IRS990/AccountsReceivableGrp/EOYAmt0581326
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FOR THE PAYMENT OF HEALTH AND WELFARE BENEFITS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt034383094
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXELON CORPORATION VP TOTAL REWARDS
IRS990/BooksInCareOfDetail/PhoneNum07792313185
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 S DEARBORN STREET 50TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990/CashNonInterestBearingGrp/BOYAmt01590
IRS990/CashNonInterestBearingGrp/EOYAmt037127
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt054893
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0629879
IRS990/ContractorCompensationGrp/CompensationAmt1526054
IRS990/ContractorCompensationGrp/CompensationAmt2232141
IRS990/ContractorCompensationGrp/CompensationAmt3133780
IRS990/ContractorCompensationGrp/CompensationAmt4125155
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2800 N GLEBE RD STE 1000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3260 FRANKLIN ST
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LINCOLNSHIRE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ARLINGTON
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd302110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460603
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ALIGHT SOLUTIONS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLACKROCK INSTITUTIONAL TRUST
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2WILLIS TOWERS WATSON US LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ACADIAN ASSET MANAGEMENT LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4EXELON BUSINESS SERVICE COMPANY
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IRS990/ContractorCompensationGrp/ServicesDesc4ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt034383094
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019977673
IRS990/CYOtherExpensesAmt02327398
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt014465645
IRS990/CYRevenuesLessExpensesAmt0-2322067
IRS990/CYSalariesCompEmpBnftPaidAmt054893
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc1CONTRACT ADMINISTRATOR
IRS990/OtherExpensesGrp/Desc2UBI TAX
IRS990/OtherExpensesGrp/Desc3OTHER ADMINISTRATIVE
IRS990/OtherExpensesGrp/TotalAmt0629879
IRS990/OtherExpensesGrp/TotalAmt1325459
IRS990/OtherExpensesGrp/TotalAmt2147013
IRS990/OtherExpensesGrp/TotalAmt3143074
IRS990/OtherLiabilitiesGrp/BOYAmt01419041
IRS990/OtherLiabilitiesGrp/EOYAmt02242696
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FELICIA CUMMINGS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011553228
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12912417
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011553228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12912417
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt035641263
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08655803
IRS990/PYOtherExpensesAmt03823951
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018239800
IRS990/PYRevenuesLessExpensesAmt0-12633944
IRS990/PYSalariesCompEmpBnftPaidAmt064333
IRS990/PYTotalExpensesAmt039529547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026895603
IRS990/ReconcilationRevenueExpnssAmt0-2322067
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09165107
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09782162
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0398581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11844115
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENDING TRADE PURCHASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYABLE TO OTHER BENEFIT PLANS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt066720468
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114425550
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22272611
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENT TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE ("IRS") MADE A DETERMINATION ON JANUARY 15, 2008 THAT THE VEBA TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). CERTAIN INVESTMENT INCOME OF A SECTION 501(C)(9) TRUST IS SUBJECT TO INCOME TAX AS "UNRELATED BUSINESS INCOME" IF THE FUNDS HELD BY THE TRUST ARE IN EXCESS OF PRESCRIBED LIMITS. THE PLAN ADMINISTRATOR BELIEVES THAT THE VEBA TRUST AND THE PLAN, AS AMENDED, ARE BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THAT THE VEBA TRUST REMAINS TAX EXEMPT. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE AUTHORITIES. THE COMPANY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt083418629
IRS990ScheduleD/TotalLiabilityAmt02242696
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt057076626
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt15488902
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt211997842
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt3134461
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3INVESTMENT IN SECURITIES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt074697831
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt074697831
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE HEALTH AND WELFARE 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/ExplanationTxt2ALL PARTIES RESPONSIBLE FOR PLAN ASSETS ARE SUBJECT TO THE EXELON CORPORATION CONFLICT OF INTEREST POLICY. EXELON REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT PAY ANY COMPENSATION. CONSEQUENTLY LINES 15A AND 15B ARE NOT APPLICABLE TO THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FORM 1024, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0522297449
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRIC DISTRIBUTION AND TRANSMISSION UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PEPCO HOLDINGS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0701 9TH STREET NW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020068
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0319536727
IRS990/TotalAssetsEOYAmt0331695910
IRS990/TotalAssetsGrp/BOYAmt0319536727
IRS990/TotalAssetsGrp/EOYAmt0331695910
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt036765385
IRS990/TotalGrossUBIAmt02388738
IRS990/TotalLiabilitiesBOYAmt01777579
IRS990/TotalLiabilitiesEOYAmt02546709
IRS990/TotalLiabilitiesGrp/BOYAmt01777579
IRS990/TotalLiabilitiesGrp/EOYAmt02546709
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0317759148
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0329149201
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt014465645
IRS990/TotalReportableCompFromOrgAmt054893
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032054580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034443318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02388738
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0319536727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0331695910
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 SOUTH DEARBORN 53RD FLOOR
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060603
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FELICIA CUMMINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TOTAL REWARDS
ReturnHeader/BusinessOfficerGrp/PhoneNum03123944107
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEPCO HOLDINGS INC VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PEPC
ReturnHeader/Filer/EIN0510385292
ReturnHeader/Filer/PhoneNum03123944107
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SOUTH DEARBORN 53RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LOWENTHAL
ReturnHeader/ReturnTs02025-11-13T13:49:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01

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