Wec Energy Group, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wec Energy Group, Inc. (EIN 39-1391525) is a plan sponsor located in Milwaukee, WI with 13 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-1391525
- Location
- Milwaukee, WI
- Loaded plans
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,428,064,945
- Total reported liabilities (EOY)
- $1,326,581
- Total reported net assets (EOY)
- $6,426,738,364
Contributions & income
- Employer contributions
- $141,379,320
- Participant contributions
- $130,897,565
- Total income / additions
- $999,294,149
Expenses & distributions
- Benefits paid / distributions
- $713,945,261
- Total expenses
- $724,858,159
- Net increase / (decrease)
- $274,435,990
Coverage
- Total reported participants
- 33,753
- Plans with financial statements
- 13
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Wec Energy Group Employee Retirement Savings Plan | 031 | 5,016 | $1,819,426,000 | 2023 |
| Wec Energy Group Retirement Savings Plan | 049 | 5,118 | $1,544,110,000 | 2023 |
| Wec Energy Group Retirement Account Plan | 009 | 5,913 | $1,301,886,000 | 2023 |
| Wec Energy Group Retirement Plan For Wisconsin Public Service Corporation | 002 | 2,368 | $719,951,000 | 2023 |
| Wec Energy Group Retirement Plan For Pgl And Nsg | 054 | 1,244 | $326,625,000 | 2023 |
| Wec Energy Group Retiree Welfare Plan | 544 | 3,960 | $207,054,278 | 2023 |
| Wec Energy Group Retirement Plan For Wec Business Services | 055 | 655 | $191,250,000 | 2023 |
| Wec Energy Group Legacy Retirement Account Plan | 046 | 1,340 | $138,480,000 | 2023 |
| Wec Energy Group Retirement Plan For Michigan Gas Utilities Corporation | 052 | 387 | $57,373,000 | 2023 |
| Wec Energy Group Retirement Plan For Minnesota Energy Resources Corporation | 053 | 338 | $46,771,000 | 2023 |
| Wec Energy Group Retirement Plan For Integrys Holding | 056 | 223 | $34,113,000 | 2023 |
| Wec Energy Group Welfare Plan | 504 | 6,876 | $33,552,667 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Wec Energy Group Employee Retirement Savings Plan | 5,016 | H, C | 20240626124851NAL0005716627001 |
| 2023 | Wec Energy Group Retirement Savings Plan | 5,118 | H, C | 20240626125213NAL0005719363001 |
| 2023 | Wec Energy Group Limited Retirement Savings Plan | 315 | H, C | 20240626125359NAL0005720803001 |
| 2023 | Wec Energy Group Legacy Retirement Account Plan | 1,340 | H, C | 20241007143031NAL0007676627001 |
| 2023 | Wec Energy Group Retirement Account Plan | 5,913 | H, C | 20241007143621NAL0026422448001 |
| 2023 | Wec Energy Group Retirement Plan For Pgl And Nsg | 1,244 | H, C | 20241007143750NAL0032074626001 |
| 2023 | Wec Energy Group Retirement Plan For Integrys Holding | 223 | H, C | 20241007144036NAL0027715008001 |
| 2023 | Wec Energy Group Retirement Plan For Minnesota Energy Resources Corporation | 338 | H, C | 20241007144200NAL0016257121001 |