LISA R. George signed WEC Energy Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WEC Energy Group, Inc.'s EIN is 39-1391525.
Download the official 2024 Form 5500 (PDF) for WEC Energy Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WEC Energy Group, Inc.'s plan includes health coverage, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT | 27-4357327 | — | NONE | $34K | — |
| WCM INVESTMENT MANAGEMENT | 95-3046237 | — | NONE | $16K | — |
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.
| PI | % 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 | Other securities | — | — | $16.6M | 7.6% | |
| exception of collateral received for securities lending (total fair value of $16,071,365 and | Other securities | — | — | $16.1M | 7.3% | |
| $13,232,805 and $12,870,615 at December 31, 2024 and 2023, respectively, and total | Other securities | — | $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 | Other securities | — | — | $1.2M | 0.5% | |
| $25,611 for the year ended December 31, 2024). | Other securities | — | — | $26K | <0.1% |
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ROBERT W. BAIRD & CO | 39-6037917 | — | ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $51K | — |
| 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 | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $30K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $11K | — |
