2023 Form 5500 filing — Wec Energy Group Legacy Retirement Account Plan
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 20241007143031NAL0007676627001) for Wec Energy Group Legacy Retirement Account Plan, reported by Wec Energy Group, Inc. under EIN 39-1391525 and plan number 046. It reports 1,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007143031NAL0007676627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wec Energy Group, Inc.
- EIN
- 39-1391525
- Plan number
- 046
- Location
- Milwaukee, WI
- Participants
- 1,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,480,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,480,000
- Total income / additions
- $11,057,000
- Benefits paid
- $7,631,000
- Administrative expenses
- $399,000
- Total expenses
- $8,030,000
- Net increase / (decrease)
- $3,027,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $156,412 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $78,826 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $18,783 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $16,770 | not reported in the loaded dataset |