Civic Intelligence

Constellation Peco Retiree Medical Trust

EIN 87-4410483 • 501(c)9

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.25x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

3rd percentile

-152%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

59th percentile

$88,106

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

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

Asset Growth

9th percentile

-22%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

12th percentile

-12%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

$97,222,034

No earlier filing loaded for comparison.

Liabilities

$2,996,508

No earlier filing loaded for comparison.

Net Assets

$94,225,526

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue82nd percentileNet Margin3rd percentile

Revenue

$12,081,863

No earlier filing loaded for comparison.

Expenses

$30,467,882

No earlier filing loaded for comparison.

Net Income

-$18,386,019

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$100M$50M$0Assets 2024: $97,222,034Liabilities 2024: $2,996,508Net Assets 2024: $94,225,5262024

Highlighted filing

2024

Assets$97,222,034
Liabilities$2,996,508
Net Assets$94,225,526
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$40M$20M$0-$20MRevenue 2024: $12,081,863Expenses 2024: $30,467,882Net Income 2024: -$18,386,0192024

Highlighted filing

2024

Revenue$12,081,863
Expenses$30,467,882
Net Income-$18,386,019
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$97,222,034
Liabilities
$2,996,508
Net assets
$94,225,526
Revenue
$12,081,863
Expenses
$30,467,882
Net income
-$18,386,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.2$3.00$94.2$12.1$30.5$18.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$412,666,848
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
Rtn Earn Endowment Incm Other Fnds$123,329,547$94,225,526▼ $29,104,021
Investments in Publicly Traded Securities$82,456,611$92,005,413▲ $9,548,802
Investments Other Securities$39,639,403--
Accounts Receivable$856,524$3,153,207▲ $2,296,683
Savings and Temporary Cash Investments$2,315,320$1,937,663▼ $377,657
Cash and Non-Interest-Bearing Accounts$125,444$125,751▲ $307
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$125,393,302$97,222,034▼ $28,171,268
Liabilities
Accounts Payable and Accrued Expenses$2,063,755$2,996,508▲ $932,753
Total Liabilities$2,063,755$2,996,508▲ $932,753
Net Assets / Fund Balance
Total Net Assets Fund Balance$123,329,547$94,225,526▼ $29,104,021
Total Liabilities and Net Assets / Fund Balance$125,393,302$97,222,034▼ $28,171,268
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$88,106$88,106

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCContract Administrator4 OVERLOOK POINT, Lincolnshire, IL 60069$123,613
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,792,388
Investment Income
$9,289,475
Other Revenue
$0
Change in Net Assets
$-18,386,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,081,863
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$354,837
Total Revenue per Audited Statements
$12,436,700
Total Revenue per Form 990
$12,081,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,254,883
Salaries, Compensation, and Employee Benefits$88,106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$21,124,893
Other Expenses---$134,874
Current Officers, Directors, Trustees, and Key Employees---$88,106
Fees for Service Investment Mgmnt Fees---$32,047
Fees for Services Accounting---$22,525
Total Functional Expenses$0$0$0$30,467,882

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,467,882
Total Expenses per Audited Statements$30,467,882
Total Expenses per Form 990$30,467,882
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$176,816

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$86,284
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Investment in Securities-00$64,840
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Investment in Securities-00$19,737
North America - Canada and Mexico, But Not the United StatesInvestment in Securities-00$5,245
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Investment in Securities-00$612
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Investment in Securities-00$98
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 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 medical and dental 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 constellation 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 constellation energy corporation conflict of interest policy. Constellation 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 constellation energy corporation for its retirees and their eligible dependents. This organization follows constellation's corporate policies where applicable including proper documentation of all actions taken on behalf of the plan.”

Filing and Contact Details

Filer

Filer Name
Constellation Peco Retiree Medical
EIN
87-4410483
Phone
7792315871
Address
200 ENERGY WAY, KENNETT SQUARE, PA 19348

Signing Officer

Name
Lisa Agase
Title
Dir., Empl. Ben. Plans & Programs
Phone
7792315871
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Agase
Formed
2022
Legal Domicile
Il
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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers to hra plan -11,072,839.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires the plan's management to evaluate tax positions taken by the plan and recognize 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 Appendix396 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
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleF/SubtotalSpentAmt0176816
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0176816
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 CONSTELLATION 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 CONSTELLATION ENERGY CORPORATION CONFLICT OF INTEREST POLICY. CONSTELLATION 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/ExplanationTxt5TRANSFERS TO HRA PLAN -11,072,839.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS 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 CONSTELLATION ENERGY CORPORATION FOR ITS RETIREES AND THEIR ELIGIBLE DEPENDENTS. THIS ORGANIZATION FOLLOWS CONSTELLATION'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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONSTELLATION ENERGY CORPORATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTELLATION ENERGY GENERATION LLC
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0KENNETT SQUARE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SPONSORING ORGANIZATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONSTELLATION ENERGY CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01310 POINT STREET
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt097222034
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IRS990/TotalAssetsGrp/EOYAmt097222034
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt027865683
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IRS990/TotalLiabilitiesEOYAmt02996508
IRS990/TotalLiabilitiesGrp/BOYAmt02063755
IRS990/TotalLiabilitiesGrp/EOYAmt02996508
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0123329547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt094225526
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02792388
IRS990/TotalReportableCompFromOrgAmt088106
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-15783820
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012081863
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt027865683
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt097222034
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd019348
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA AGASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR., EMPL. BEN. PLANS & PROGRAMS
ReturnHeader/BusinessOfficerGrp/PhoneNum07792315871
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTELLATION PECO RETIREE MEDICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0874410483
ReturnHeader/Filer/PhoneNum07792315871
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 ENERGY WAY
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
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/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LOWENTHAL
ReturnHeader/ReturnTs02025-11-14T13:05:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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