2023 Form 5500 filing — Wec Energy Group Master Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007142550NAL0008960211001) for Wec Energy Group Master Retirement Trust, reported by Wec Energy Group, Inc. under EIN 39-6036268 and plan number 048. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142550NAL0008960211001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Wec Energy Group, Inc.
- EIN
- 39-6036268
- Plan number
- 048
- Location
- Milwaukee, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,455,050,000
- Total liabilities (EOY)
- $14,684,000
- Net assets (EOY)
- $1,440,366,000
- Total income / additions
- $115,554,000
- Benefits paid
- $0
- Administrative expenses
- $2,079,000
- Total expenses
- $2,079,000
- Net increase / (decrease)
- $113,475,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $556,381 | not reported in the loaded dataset |
| Neuberger & Berman | NONE | $324,589 | not reported in the loaded dataset |
| Allsrping | NONE | $295,781 | not reported in the loaded dataset |
| Robert W. Baird & Company | NONE | $260,162 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $201,774 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $139,042 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $110,458 | not reported in the loaded dataset |
| Nuveen Asset Management | NONE | $79,547 | not reported in the loaded dataset |
| Monarch Partners Asset Management | NONE | $46,876 | not reported in the loaded dataset |
| Yousif | NONE | $39,119 | not reported in the loaded dataset |
| Rhumbline Advisers | NONE | $24,886 | not reported in the loaded dataset |