2024-11-14T17:08:55-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-01-01 522314150 CONSTELLATION NEW ENGLAND UNION POST- EMPLOYMENT MEDICAL SAVINGS ACCOUNT TRUST EXEL 7792315871 200 ENERGY WAY KENNETT SQUARE PA 19348 LISA AGASE DIR., EMPL. BEN. PLANS & PROGRAMS 7792315871 2024-11-13 1 1 DAVID LOWENTHAL P00378651 3122071040 2024-11-13 2023 2024-10-15 13:58:12Z X LISA AGASE 200 ENERGY WAY KENNETT SQUARE PA 19348 75299 0 X N/A X 1996 IL TO PROVIDE RETIREE HEALTH CARE BENEFITS TO THE PARTICIPATING MEMBERS OF THE VEBA. 1 0 0 0 0 0 0 0 21256 27316 28356 47983 0 0 49612 75299 0 0 0 0 173 180 0 0 0 0 0 173 180 49439 75119 1218821 1376990 0 843 1218821 1376147 TO PROVIDE HEALTHCARE BENEFITS TO MEMBERS. 0 0 THE VEBA TRUST PROVIDED BENEFITS FOR RETIRED UNION EMPLOYEE PARTICIPANTS AND THEIR SURVIVING SPOUSES FROM MEMBER AND EMPLOYEE CONTRIBUTIONS. 0 0 0 0 0 0 0 0 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 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CONSTELLATION ENERGY CORPORATION VP BENEFITS 7792315871 200 ENERGY WAY KENNETT SQUARE PA 19348 THE NORTHERN TRUST COMPANY INSTITUTIONAL TRUSTEE 1.00 0.00 X 180 0 0 180 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTI 900099 27316 27316 27316 47983 47983 75299 75299 0 0 180 180 923 921 652596 701581 565302 674488 1218821 1376990 0 843 0 843 X 1218821 1376147 0 0 0 0 1218821 1376147 1218821 1376990 X 75119 48624 5680 27903 X 0 0 0 0 OTHER LIABILITIES 843 843 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE REIMBURSEMENT FROM THE 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 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 XI, LINE 9: EMPLOYER CONTRIBUTIONS RECEIVED OUTSIDE OF THE TRUST 51,281. EMPLOYER BENEFITS PAID OUTSIDE OF THE TRUST -23,378. FORM 990, PART X, LINE 6: THE AMOUNT REPORTED ON FORM 990, PART X, LINE 6 CONSISTS OF RECEIVABLES OF $701,581 DUE FROM CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS OF SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ORGANIZATIONS. PER IRS 990 INSTRUCTIONS, SCHEDULE L, PART II IS NOT REQUIRED TO BE COMPLETED. 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 GENERATION, LLC 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. CONSTELLATION ENERGY GENERATION LLC 200 ENERGY WAY KENNETT SQUARE PA 193482473 233064219 SPONSORING ORGANIZATION PA CONSTELLATION ENERGY CORPORATION CONSTELLATION ENERGY CORPORATION 1310 POINT STREET BALTIMORE MD 21231 871210716 SPONSORING ORGANIZATION PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0