Civic Intelligence

Constellation Peco Life Insurance Trust

EIN 87-4429560 • 501(c)9 • Kennett Square, PA

Profile

To provide life insurance benefits to eligible members.

200 Energy WayKennett Square, PA 19348

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$36,359

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

40th percentile

3.9%

Faster asset growth than 40% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-20%

Faster revenue growth than 7% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$42,475,166

Up $1,589,315 (+3.9%) from 2023

Liabilities

Up

$46,937

Up $40,817 (+667%) from 2023

Net Assets

Up

$42,428,229

Up $1,548,498 (+3.8%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin40th percentile

Revenue

Down

$1,197,549

Down $299,877 (-20%) from 2023

Expenses

Up

$1,184,566

Up $191,561 (+19%) from 2023

Net Income

Down

$12,983

Down $491,438 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$60M$40M$20M$0Assets 2022: $37,965,844Liabilities 2022: $127,160Net Assets 2022: $37,838,6842022Assets 2023: $40,885,851Liabilities 2023: $6,120Net Assets 2023: $40,879,7312023Assets 2024: $42,475,166Liabilities 2024: $46,937Net Assets 2024: $42,428,2292024

Highlighted filing

2024

Assets$42,475,166
Liabilities$46,937
Net Assets$42,428,229
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2022: $379,870Expenses 2022: $1,026,224Net Income 2022: -$646,3542022Revenue 2023: $1,497,426Expenses 2023: $993,005Net Income 2023: $504,4212023Revenue 2024: $1,197,549Expenses 2024: $1,184,566Net Income 2024: $12,9832024

Highlighted filing

2024

Revenue$1,197,549
Expenses$1,184,566
Net Income$12,983
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,475,166
Liabilities
$46,937
Net assets
$42,428,229
Revenue
$1,197,549
Expenses
$1,184,566
Net income
$12,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.5$0.05$42.4$1.20$1.18$0.01
2023Detailed filing. Detailed filing data is available for this year.$40.9$0.01$40.9$1.50$0.99$0.50
2022Detailed filing. Detailed filing data is available for this year.$38.0$0.13$37.8$0.38$1.03$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$58,620,242
Mission and Program Overview

Mission

To provide life insurance benefits to eligible members.

To provide benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$40,879,731$42,428,229▲ $1,548,498
Investments Other Securities$11,065,823$38,163,268▲ $27,097,445
Investments in Publicly Traded Securities$26,242,668$3,811,296▼ $22,431,372
Savings and Temporary Cash Investments$3,449,729$498,380▼ $2,951,349
Accounts Receivable$127,631$2,222▼ $125,409
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,885,851$42,475,166▲ $1,589,315
Liabilities
Accounts Payable and Accrued Expenses$6,120$46,937▲ $40,817
Total Liabilities$6,120$46,937▲ $40,817
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,879,731$42,428,229▲ $1,548,498
Total Liabilities and Net Assets / Fund Balance$40,885,851$42,475,166▲ $1,589,315

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$38,163,268--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$36,359$36,359
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$208,391
Investment Income
$989,158
Other Revenue
$0
Change in Net Assets
$12,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,197,549
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,963,336
Total Revenue per Audited Statements
$19,160,885
Total Revenue per Form 990
$1,197,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,310
Salaries, Compensation, and Employee Benefits$36,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,087,897
Current Officers, Directors, Trustees, and Key Employees---$36,359
Fees for Services Accounting---$31,368
Fees for Service Investment Mgmnt Fees---$15,957
Other Expenses---$1,960
Total Functional Expenses$0$0$0$1,184,566

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,612,387
Expenses Not Reported on Form 990$16,427,821
Expenses per Audited Statements$1,184,566
Total Expenses per Form 990$1,184,566
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$1,379,023

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
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,-Investment in Pfic00$1,379,023
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 life insurance 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 orgranization.”

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

Filer Name
Constellation Peco Life Insurance Trust
EIN
87-4429560
Phone
7792315871
Address
200 ENERGY WAY, KENNETT SQUARE, PA 19348

Signing Officer

Name
Lisa Agase
Title
Dir., Empl. Ben. Plans & Programs
Phone
7792315871
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Agase
Formed
2022
Legal Domicile
Pa
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

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

Financial Statement Notes

PART X, LINE 2:

“Gaap requires the plan's 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Contributions received outside of the trust 16,427,821.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Benefits paid outside of the trust 16,427,821.”

Raw XML Appendix340 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/GrantsToOrganizationsInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES THE PLAN'S 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/ExplanationTxt1CONTRIBUTIONS RECEIVED OUTSIDE OF THE TRUST 16,427,821.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BENEFITS PAID OUTSIDE OF THE TRUST 16,427,821.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0INVESTMENT IN PFIC
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IRS990ScheduleF/TransferToForeignCorpInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE LIFE INSURANCE 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 ORGRANIZATION.
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 LIFE INSURANCE BENEFITS PROVIDED UNDER CERTAIN HEALTH AND WELFARE PLANS SPONSORED BY CONSTELLATION FOR ITS EMPLOYEES 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
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ReturnHeader/ReturnTs02025-11-14T13:07:03-06:00
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