Original filing (PDF)20250806051143NAL0001564307001

WEC ENERGY GROUP, INC.

Name: WEC ENERGY GROUP, INC. — WEC ENERGY GROUP RETIREMENT PLAN FOR INTEGRYS HOLDING, Form 5500 (2024)
Creator: WEC ENERGY GROUP, INC.

Form 5500

FILING_RECEIVED

WEC ENERGY GROUP RETIREMENT PLAN FOR INTEGRYS HOLDING

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$33.8M

Net assets (EOY)

$33.8M

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)

/ 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

Total plan cost

100

Vendor stack

Participation health

Knocking points off

Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.

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

056

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$59K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	NONE	$24K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	NONE	$17K	—

Investments

1 pooled fund· $33.8M(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.