Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE DISABILITY 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 DISABILITY 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, PART X, LINE 6: | THE AMOUNT REPORTED ON LINE 6 CONSISTS OF RECEIVABLES OF $39,044 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 DISABILITY 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. |
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