Civic Intelligence

Constellation Employees Benefit

EIN 87-4514877 • 501(c)9 • Kennett Square, PA

Profile

To provide healthcare benefits to 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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

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

Net Margin

5th percentile

-104%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

81st percentile

$331,045

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

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

Asset Growth

31st percentile

1.1%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$417,108,532

Up $4,441,538 (+1.1%) from 2023

Liabilities

Down

$578,819

Down $809,363 (-58%) from 2023

Net Assets

Up

$416,529,713

Up $5,250,901 (+1.3%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin5th percentile

Revenue

Down

$13,008,639

Down $1,923,005 (-13%) from 2023

Expenses

Down

$26,561,014

Down $11,936,459 (-31%) from 2023

Net Income

Up

-$13,552,375

Up $10,013,454 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$600M$400M$200M$0Assets 2022: $416,283,666Liabilities 2022: $5,898,578Net Assets 2022: $410,385,0882022Assets 2023: $412,666,994Liabilities 2023: $1,388,182Net Assets 2023: $411,278,8122023Assets 2024: $417,108,532Liabilities 2024: $578,819Net Assets 2024: $416,529,7132024

Highlighted filing

2024

Assets$417,108,532
Liabilities$578,819
Net Assets$416,529,713
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$40M$20M$0-$20M-$40MRevenue 2022: $5,744,886Expenses 2022: $29,489,009Net Income 2022: -$23,744,1232022Revenue 2023: $14,931,644Expenses 2023: $38,497,473Net Income 2023: -$23,565,8292023Revenue 2024: $13,008,639Expenses 2024: $26,561,014Net Income 2024: -$13,552,3752024

Highlighted filing

2024

Revenue$13,008,639
Expenses$26,561,014
Net Income-$13,552,375
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$417,108,532
Liabilities
$578,819
Net assets
$416,529,713
Revenue
$13,008,639
Expenses
$26,561,014
Net income
-$13,552,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$417$0.58$417$13.0$26.6$13.6
2023Detailed filing. Detailed filing data is available for this year.$413$1.39$411$14.9$38.5$23.6
2022Detailed filing. Detailed filing data is available for this year.$416$5.90$410$5.74$29.5$23.7
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
$391,022,918
Mission and Program Overview

Mission

To provide healthcare benefits to members.

To provide health care benefits to the participating members of the veba.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$412,165,980$416,529,713▲ $4,363,733
Investments in Publicly Traded Securities$272,868,657$211,672,990▼ $61,195,667
Investments Other Securities$132,128,422$184,667,716▲ $52,539,294
Cash and Non-Interest-Bearing Accounts$6,501,878$13,210,254▲ $6,708,376
Accounts Receivable$2,055,205$7,557,572▲ $5,502,367
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$413,554,162$417,108,532▲ $3,554,370
Liabilities
Accounts Payable and Accrued Expenses$1,388,182$578,819▼ $809,363
Total Liabilities$1,388,182$578,819▼ $809,363
Net Assets / Fund Balance
Total Net Assets Fund Balance$412,165,980$416,529,713▲ $4,363,733
Total Liabilities and Net Assets / Fund Balance$413,554,162$417,108,532▲ $3,554,370

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$38,059,941--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$331,045$331,045

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCContract Administrator4 OVERLOOK POINT, Lincolnshire, IL 60069$533,474
Harding Loevner LPInvestment Manager400 CROSSING BLVD FOURTH FLOOR, Bridgewater, NJ 08807$207,183
Willis Towers Watson US LLCActuary233 S WACKER DR FLOOR 18 SUITE 180, Chicago, IL 60606$140,912
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,638,599
Investment Income
$8,370,040
Other Revenue
$0
Change in Net Assets
$-13,552,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,015,014
Salaries, Compensation, and Employee Benefits$331,045
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$24,214,955
Fees for Service Investment Mgmnt Fees---$491,194
Current Officers, Directors, Trustees, and Key Employees---$331,045
Fees for Services Other---$141,962
Other Expenses---$22,209
Total Functional Expenses$0$0$0$26,561,014
International Activity

International Summary

Offices
0
Employees
0
Spending
$216,194,789

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Investment in Securities-00$145,583,247
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investment in Pfics-00$47,663,847
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Investment in Securities-00$16,030,085
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestment in Pfics-00$3,961,360
North America - Canada and Mexico, But Not the United StatesInvestment in Securities-00$2,889,302
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Investment in Securities-00$55,084
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Investment in Securities-00$11,864
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 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 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 constellation energy corporation 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.”

Filing and Contact Details

Filer

Filer Name
Constellation Employees Benefit
EIN
87-4514877
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
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

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 AppendixShowing 400 of 409 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/BOYAmt01388182
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0578819
IRS990/AccountsReceivableGrp/BOYAmt02055205
IRS990/AccountsReceivableGrp/EOYAmt07557572
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO THE PARTICIPATING MEMBERS OF THE VEBA.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt024214955
IRS990/BooksInCareOfDetail/PersonNm0CONSTELLATION ENERGY CORPORATION V
IRS990/BooksInCareOfDetail/PhoneNum07792315871
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 ENERGY WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0KENNETT SQUARE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019348
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06501878
IRS990/CashNonInterestBearingGrp/EOYAmt013210254
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0331045
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0533474
IRS990/ContractorCompensationGrp/CompensationAmt1207183
IRS990/ContractorCompensationGrp/CompensationAmt2140912
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04 OVERLOOK POINT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1400 CROSSING BLVD FOURTH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2233 S WACKER DR FLOOR 18 SUITE 180
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LINCOLNSHIRE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BRIDGEWATER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060069
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd108807
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260606
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ALIGHT SOLUTIONS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HARDING LOEVNER LP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2WILLIS TOWERS WATSON US LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGER
IRS990/ContractorCompensationGrp/ServicesDesc2ACTUARY
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt024214955
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08370040
IRS990/CYOtherExpensesAmt02015014
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04638599
IRS990/CYRevenuesLessExpensesAmt0-13552375
IRS990/CYSalariesCompEmpBnftPaidAmt0331045
IRS990/CYTotalExpensesAmt026561014
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013008639
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE VEBA TRUST PROVIDED BENEFITS FOR RETIRED UNION EMPLOYEE PARTICIPANTS AND THEIR SURVIVING SPOUSES FROM MEMBER AND EMPLOYER CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0141962
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0491194
IRS990/ForeignActivitiesInd01
IRS990/ForeignCountryCd0AS
IRS990/ForeignCountryCd1AU
IRS990/ForeignCountryCd2BE
IRS990/ForeignCountryCd3CA
IRS990/ForeignCountryCd4DA
IRS990/ForeignCountryCd5FI
IRS990/ForeignCountryCd6FR
IRS990/ForeignCountryCd7GM
IRS990/ForeignCountryCd8HK
IRS990/ForeignCountryCd9ID
IRS990/ForeignCountryCd10IS
IRS990/ForeignCountryCd11IT
IRS990/ForeignCountryCd12JA
IRS990/ForeignCountryCd13NL
IRS990/ForeignCountryCd14NZ
IRS990/ForeignCountryCd15NO
IRS990/ForeignCountryCd16PO
IRS990/ForeignCountryCd17RS
IRS990/ForeignCountryCd18SN
IRS990/ForeignCountryCd19SP
IRS990/ForeignCountryCd20SW
IRS990/ForeignCountryCd21SZ
IRS990/ForeignCountryCd22UK
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0331045
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02022
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-253808
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0377760471
IRS990/GrossReceiptsAmt0391022918
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08623848
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08623848
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0132128422
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0184667716
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0272868657
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0211672990
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0378014279
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTHCARE BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0412165980
IRS990/NetAssetsOrFundBalancesEOYAmt0416529713
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-253808
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-253808
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017916108
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT ADMINISTRATOR
IRS990/OtherExpensesGrp/Desc1ADMINISTRATOR
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt01133410
IRS990/OtherExpensesGrp/TotalAmt1226239
IRS990/OtherExpensesGrp/TotalAmt222209
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA AGASE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04638599
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04638599
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt036490609
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010076981
IRS990/PYOtherExpensesAmt02010378
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04854663
IRS990/PYRevenuesLessExpensesAmt0-23565829
IRS990/PYSalariesCompEmpBnftPaidAmt0-3514
IRS990/PYTotalExpensesAmt038497473
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014931644
IRS990/ReconcilationRevenueExpnssAmt0-13552375
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0412165980
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0416529713
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt095024120
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt147663847
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23919808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt338059941
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN COMMON/COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRIVATE CREDIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0184667716
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt047663847
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt13961360
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt22889302
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt316030085
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt411864
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt555084
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt6145583247
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt6EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT IN PFICS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENT IN PFICS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt6INVESTMENT IN SECURITIES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0216194789
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0216194789
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE MEDICAL 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 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 CONSTELLATION ENERGY CORPORATION 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, PART VI:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONSTELLATION ENERGY CORPORATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTELLATION ENERGY GENERATION LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0233064219
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SPONSORING ORGANIZATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0200 ENERGY WAY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0KENNETT SQUARE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd0193482473
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0871210716
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SPONSORING ORGANIZATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONSTELLATION ENERGY CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01310 POINT STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BALTIMORE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd021231
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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
IRS990/TotalAssetsBOYAmt0413554162
IRS990/TotalAssetsEOYAmt0417108532
IRS990/TotalAssetsGrp/BOYAmt0413554162
IRS990/TotalAssetsGrp/EOYAmt0417108532
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026561014
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01388182
IRS990/TotalLiabilitiesEOYAmt0578819
IRS990/TotalLiabilitiesGrp/BOYAmt01388182
IRS990/TotalLiabilitiesGrp/EOYAmt0578819
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0412165980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0416529713
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04638599
IRS990/TotalReportableCompFromOrgAmt0331045
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013008639
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013008639
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0413554162
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0417108532
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 ENERGY WAY
IRS990/USAddress/CityNm0KENNETT SQUARE
IRS990/USAddress/StateAbbreviationCd0PA
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/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTELLATION EMPLOYEES BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FOR UNION EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0874514877
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.