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Original filing (PDF)20250806050838NAL0002715699001
WEC ENERGY GROUP, INC.
Form 5500
FILING_RECEIVED
WEC ENERGY GROUP RETIREE WELFARE PLAN
Health & welfare plan
Signals · 2
36% in single holding10 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$219.3M
Net assets (EOY)
$218.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "$16,629,863 at December 31, 2024 and 2023, respectively, and total investment income of" is 36% of plan.
- 55 bps in Schedule C fees — 447% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
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
544
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO | 39-6037917 | — | ADVISOR | $45K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $51K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSWIFT, LLC | 36-4391310 | — | NONE | $427K | — |
| UNITEDHEALTHCARE | 41-1321939 | — | NONE | $346K | — |
| EXPRESS SCRIPTS | 22-3461740 | — | NONE | $192K | — |
| CLARION PARTNERS, LLC | 13-3379970 | — | NONE | $48K | — |
| NUVEEN ASSET MANAGEMENT | 27-4357327 | — | NONE | $34K | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $30K | — |
| WCM INVESTMENT MANAGEMENT | 95-3046237 | — | NONE | $16K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $11K | — |
Investments
5 direct securities · 3 pooled funds· $111.9M(51% 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.
Common Collective Trust
$65.1M
3 holdings
Uncategorized
$46.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI COMMON DAILY S&P 500 EQUITY IN NORTHERN TRUST · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $42.2M | 19.2% | |
| $16,629,863 at December 31, 2024 and 2023, respectively, and total investment income of | — | — | — | $16.6M | 7.6% | |
| exception of collateral received for securities lending (total fair value of $16,071,365 and | — | — | — | $16.1M | 7.3% | |
| $13,232,805 and $12,870,615 at December 31, 2024 and 2023, respectively, and total | — | — | $13.2M | $12.9M | 5.9% | |
| MFB NTGI COMMON DAILY AGGREGATE BON NORTHERN TRUST · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $12.7M | 5.8% | |
| NTGI-QM COM DAILY RUSSELL 1000 VALU NORTHERN TRUST · EIN 45-6138589 / PN 008 | Common Collective Trust | — | — | $10.3M | 4.7% | |
| investment income of $1,179,322 for the year ended December 31, 2024) and with the | — | — | — | $1.2M | 0.5% | |
| $25,611 for the year ended December 31, 2024). | — | — | — | $26K | <0.1% |
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