2014-11-17T14:19:52-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-01-01 363978080 EXELON CORP EES' BEN TRUST FOR UNION EES 22-10300 EXEL 3123942819 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 WILLIAM BERGMAN VP HEALTH AND BENEFITS 3123942819 2014-11-17 1 DAVID LOWENTHAL P00378651 3122071040 2014-11-17 2013 2015-11-30 17:44:51Z WILLIAM BERGMAN 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 385823813 0 X N/A X 1996 IL TO PROVIDE HEALTH CARE BENEFITS TO THE PARTICIPATING MEMBERS OF THE VEBA. 1 1 0 0 0 0 0 0 119966996 8148347 36950125 43545086 0 0 156917121 51693433 0 0 58332732 57564680 142850 160968 0 0 0 4705453 6592691 63181035 64318339 93736086 -12624906 988802116 1046364308 1102831 3389041 987699285 1042975267 THE CORPORATION HAS CREATED THIS 501(C)(9) TAX-EXEMPT TRUST OF A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA). THE FUNDAMENTAL PURPOSE OF THE ASSOCIATION IS TO PROVIDE HEALTH BENEFITS TO RETIRED ELIGIBLE UNION EMPLOYEES OF THE CORPORATION. 0 0 THE VEBA TRUST PROVIDED BENEFITS FOR APPROXIMATELY 6,193 RETIRED UNION EMPLOYEE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FROM MEMBER AND EMPLOYER CONTRIBUTIONS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 DA JA 0 0 0 0 X 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X EXELON CORPORATION VP HEALTH AND BENEFITS 3123942819 10 S DEARBORN ST 50TH FLOOR CHICAGO IL 60603 THE NORTHERN TRUST COMPANY INSTITUTIONAL TRUSTEE 1.00 0.00 X 160968 0 0 160968 0 0 0 0 0 0 AON 3000 TOWN CENTER SOUTHFIELD MI 48075 RECORDKEEPER 811148 BLACKROCK FINANCIAL MANAGEMENT 40 EAST 52ND STREET 2ND FLOOR NEW YORK NY 10022 INVESTMENT MANAGEMENT 354884 MORGAN STANLEY 1585 BROADWAY NEW YORK NY 10036 INVESTMENT MANAGEMENT 307111 ROBECO 111 SOUTH WACKER DRIVE 34TH FLOOR CHICAGO IL 60606 INVESTMENT MANAGEMENT 284146 INTECH 525 OKEECHOBEE BLVD SUITE 1800 WEST PALM BEACH FL 33401 INVESTMENT MANAGEMENT 210021 13 EMPLOYEE CONTRIBUTIONS 900099 8148347 8148347 8148347 20235446 20235446 357440020 334130380 23309640 23309640 23309640 51693433 51693433 0 0 57564680 160968 40723 6964 2156902 ADMINISTRATIVE EXPENSES 4388102 64318339 0 94496 2786474 6111691 575134531 682347223 410881111 357810898 988802116 1046364308 1102831 3389041 1102831 3389041 X 987699285 1042975267 0 0 0 0 987699285 1042975267 988802116 1046364308 X -12624906 60101269 -613270 8412889 X 0 1 X 1 0 0 INVESTMENT IN COMMON COLLECTIVE TRUSTS 357810898 F 357810898 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 11 THE ORGANIZATION USES A CPA FIRM TO PREPARE FORM 990. THE RETURN IS REVIEWED BY EXELON ACCOUNTING, CORPORATE BENEFITS AND LEGAL DEPARTMENTS. THE RETURN IS REVIEWED BY THE PARTIES WHO ADMINISTER THE HEALTH AND WELFARE PLANS THAT ARE FUNDED BY THE ORGANIZATION AND MANAGE THE ASSETS OF THE ORGANIZATION. AS SUCH ALL RESPONSIBLE GOVERNING BODIES REVIEW AND APPROVE THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C 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: 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 EMPLOYEES 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. FORM 990, PART XI, LINE 9: INTRA-PLAN TRANSFER 8,412,889. EXELON GENERATION CO LLC 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 233064219 POWER GENERATION DE EXELON CORPORATION EXELON BUSINESS SERVICES CO LLC 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 233063219 SUPPORT SERVICES DE EXELON CORPORATION EXELON CORPORATION EMPLOYEES' BENEFIT TRUST 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 237236436 EMPLOYEE BENEFITS DE 501(C)(9) EXELON CORPORATION 0 EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MGMT EMPLOYEES 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 363978082 EMPLOYEE BENEFITS DE 501(C)(9) EXELON CORPORATION 0 EXELON CORPORATION 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 232990190 GENERATION AND DISTRIBUTION DE N/A C 0 COMED 10 SOUTH DEARBORN 51ST FLOOR CHICAGO IL 60603 360938600 ELECTRIC DISTRIBUTION UTILITY DE EXELON CORPORATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 EXELON BUSINESS SERVICES CO R 82583 MAINTAINED RECORDS AT FMV EXELON CORPORATION EMPLOYEES' BENEFIT TRUST P 3735485 MAINTAINED RECORDS AT FMV EXELON CORPORATION EMPLOYEES' BENEFIT TRUST S 8412889 MAINTAINED RECORDS AT FMV PART V, LINE 2(1)(D): TOTAL COST OF MEDICAL COVERAGE IS ACTUARIALLY DETERMINED. BOTH EMPLOYEES AND EXELON CONTRIBUTE TO THE COST OF MEDICAL COVERAGE. THE COST OF MEDICAL COVERAGE DEPENDS ON COVERAGE CATEGORY AND MEDICAL PLAN OPTION CHOSEN.