2024-11-22T16:22:18-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-01-01 873974129 CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES CONS 7792315341 200 EXELON WAY KENNETT SQUARE PA 19348 VANESSA HECHT VP, BENEFITS 7792315341 2024-11-22 1 1 DAVID LOWENTHAL P00378651 3122071040 2024-11-22 2022 2024-10-15 13:58:12Z X X X VANESSA HECHT 200 EXELON WAY KENNETT SQUARE PA 19348 58881301 0 X N/A X 2022 IL TO PROVIDE HEALTH CARE BENEFITS TO THE RETIRED MANAGEMENT EMPLOYEES PARTICIPATING IN THE VEBA. 1 0 0 0 2277272 1801623 0 3419748 3174453 0 6594201 0 22612975 68422 0 0 2278995 24960392 -18366191 148542753 4237988 144304765 TO PROVIDE HEALTHCARE BENEFITS TO MEMBERS. 0 0 THE VEBA TRUST PROVIDED BENEFITS FOR APPROXIMATELY 6,125 RETIRED MANAGEMENT EMPLOYEE PARTICIPANTS AND THEIR SURVIVING SPOUSES FROM MEMBER AND EMPLOYER CONTRIBUTIONS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 0 0 1 1 1 AS BE CA CH DA FI FR GM HK ID IT JA NL NO PO RS SN SP SW SZ UK 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 V 7792315341 200 EXELON WAY KENNETT SQUARE PA 19348 THE NORTHERN TRUST COMPANY INSTITUTIONAL TRUSTEE 1.00 0.00 X 68422 0 0 68422 0 0 0 0 0 0 TEMPO HOLDING COMPANY LLC 4 OVERLOOK POINT LINCOLNSHIRE IL 60069 RECORD KEEPING 185078 MORGAN STANLEY INVESTMENT MGMT LTD 522 FIFTH AVENUE NEW YORK NY 10036 INVESTMENT MANAGEMENT 120224 BLACKROCK FINANCIAL MANAGEMENT 40 EAST 52ND STREET 2ND FLOOR NEW YORK NY 10022 INVESTMENT MANAGEMENT 103057 3 PARTICIPANT CONTRIBUTIONS 900099 3419748 3419748 3419748 1131891 224941 906950 54329662 52287100 2042562 2042562 672240 1370322 6594201 4316929 2277272 0 22612975 68422 462169 55013 CONTRACT ADMINISTRATOR 796735 UNREL BUSINESS INC TAX 780000 RECORD KEEPING 185078 24960392 0 278970 7342352 0 2550852 0 97448325 40922254 0 148542753 0 2538839 0 1699149 0 4237988 X 0 0 0 0 0 144304765 0 144304765 0 148542753 X -18366191 -23315086 185986042 X 0 1 X 1 0 0 INVESTMENT IN COMMON/COLLECTIVE TRUSTS 40922254 C 40922254 INTRA-PLAN PAYABLE 1699149 1699149 X 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, 2022, 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT IN PFIC 14025400 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT IN SECURITIES 45422687 NORTH AMERICA 0 0 INVESTMENT IN SECURITIES 329692 EAST ASIA AND THE PACIFIC 0 0 INVESTMENT IN SECURITIES 3852781 RUSSIA AND NEIGHBORING STATES 0 0 INVESTMENT IN SECURITIES 36429 0 0 0 0 0 0 63666989 0 63666989 0 0 0 1 0 0 PART III ACCOUNTING METHOD: 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 PARTNERS 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 GENERATION, LLC 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. FORM 990, PART XI, LINE 9: TRANSFERS TO HRA PLAN -15,143,274. TRANSFER FROM EXELON 201,129,316. CONSTELLATION ENERGY GENERATION LLC 200 EXELON WAY KENNETT SQUARE PA 193482473 233064219 SPONSORING ORGANIZATION PA CONSTELLATION ENERGY CORPORATION CONSTELLATION ENERGY CORPORATION 1310 POINT STREET BALTIMORE MD 871210716 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