Back to filter
Original filing (PDF)20250806051008NAL0007563330001
WEC ENERGY GROUP, INC.
Form 5500
FILING_RECEIVED
WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
2,143
Accounts w/ balance
—
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEC ENERGY GROUP, INC..
Plan sponsor
Name
WEC ENERGY GROUP, INC.
EIN
39-1391525
Address
231 W. MICHIGAN STREET, P409 · MILWAUKEE, WI · 53203
Phone
(414) 221-3131
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $521K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $263K | — |
| WEC BUSINESS SERVICES LLC | 26-0392491 | — | PLAN SPONSOR | $83K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | — | NONE | $31K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $20K | — |
Investments
1 pooled fund· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WEC ENERGY GROUP MASTER RETIREMENT WEC ENERGY GROUP, INC. · EIN 39-6036268 / PN 048 | Master Trust | $1.3B | 100.0% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Utilities plans
AMEREN CORPORATION
AMEREN RETIREE WELFARE BENEFIT PLAN
$1.3B
PORTLAND GENERAL ELECTRIC COMPANY
PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN
$1.2B · 2,868 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' 401(K) PLAN
$1.3B · 6,108 participants
PUGET SOUND ENERGY, INC.
INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.
$1.3B · 3,290 participants
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION EMPLOYEE PENSION PLAN
$1.2B · 3,285 participants
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
$1.4B
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B