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Sponsor portfolioTH

WEC ENERGY GROUP, INC.

EIN 39-1391525-utilities-Latest filing 2025
Plans
13
Retirement
11
$6.87B assets
Welfare
2
$23.2M premiums
Participants
32,777
231 W. MICHIGAN STREET, P409 - MILWAUKEE, WI 53203414-221-3131wecenergygroup.comLinkedIn5001-10000 employeesutilities
Plans on this EIN
13 filings
#031ESOP-$2.18B - 5,193 part#049ESOP-$1.88B - 4,875 part#009CashBalance-$1.29B - 5,267 part#002CashBalance-$743.8M - 2,166 part#054CashBalance-$300.3M - 1,017 part#055CashBalance-$190.1M - 571 part#046CashBalance-$138.8M - 1,236 part#052CashBalance-$58.2M - 351 part#053CashBalance-$46.8M - 303 part#056CashBalance-$35.6M - 211 part#050ESOP-$11.2M - 286 part#504Mixed-$12.7M - 12,450 lives#544Fully Insured-$10.4M - 4,179 lives

Retirement portfolio analytics

11 plans aggregated / $6.87B assets / 21,476 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • EMPLOYEE RETIREMENT Savings (#031)32%
  • GROUP RETIREMENT Savings (#049)27%
  • RETIREMENT ACCOUNT PLAN (#009)19%
  • PUBLIC SERVICE CORPORATION (#002)11%
  • PGL AND NSG (#054)4%
  • +3 more
Total $6.87BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • FIDELITY INVESTMENTS INSTITUTIONAL59%
  • (Not disclosed)41%
Total $6.87BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT ACCOUNT PLAN (#009)5,267
  • EMPLOYEE RETIREMENT Savings (#031)5,193
  • GROUP RETIREMENT Savings (#049)4,875
  • PUBLIC SERVICE CORPORATION (#002)2,166
  • RETIREMENT ACCOUNT PLAN (#046)1,236
  • PGL AND NSG (#054)1,017
  • +5 more
Total 21,476Click row to drill in

Benefits portfolio analytics

2 plans / $23.2M premiums / 16,629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.5M
  • Health$6.0M
  • Dental$4.8M
  • Other$4.0M
  • Long-term disability$3.1M
  • Vision$856K
Total $23.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • METROPOLITAN LIFE INSURANCE COMPANY37%
  • SECUREHORIZONS26%
  • DELTA DENTAL OF CALIFORNIA21%
  • AFLAC13%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • +1 more
Total $23.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • DIGITAL INSURANCE LLC50%
  • HUB INTERNATIONAL MIDWEST LIMITED37%
  • ENROLLEASE12%
  • WILLIS TOWERS WATSON US LLC1%
Total $745K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#031

WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN

ESOP

Assets$2.18B
Participants5,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#049

WEC ENERGY GROUP RETIREMENT SAVINGS PLAN

ESOP

Assets$1.88B
Participants4,875
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN

CashBalance

Assets$1.29B
Participants5,267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEC ENERGY GROUP RETIREMENT PLAN FOR WISCONSIN PUBLIC SERVICE CORPORATION

CashBalance

Assets$743.8M
Participants2,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#054

WEC ENERGY GROUP RETIREMENT PLAN FOR PGL AND NSG

CashBalance

Assets$300.3M
Participants1,017
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#055

WEC ENERGY GROUP RETIREMENT PLAN FOR WEC BUSINESS SERVICES

CashBalance

Assets$190.1M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#046

WEC ENERGY GROUP LEGACY RETIREMENT ACCOUNT PLAN

CashBalance

Assets$138.8M
Participants1,236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#052

WEC ENERGY GROUP RETIREMENT PLAN FOR MICHIGAN GAS UTILITIES CORPORATION

CashBalance

Assets$58.2M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#053

WEC ENERGY GROUP RETIREMENT PLAN FOR MINNESOTA ENERGY RESOURCES CORPORATION

CashBalance

Assets$46.8M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#056

WEC ENERGY GROUP RETIREMENT PLAN FOR INTEGRYS HOLDING

CashBalance

Assets$35.6M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#050

WEC ENERGY GROUP LIMITED RETIREMENT SAVINGS PLAN

ESOP

Assets$11.2M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WEC ENERGY GROUP WELFARE PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$12.7M
Covered lives12,450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#544

WEC ENERGY GROUP RETIREE WELFARE PLAN

Fully Insured - SECUREHORIZONS

Premiums$10.4M
Covered lives4,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans11

Plan #NameTypeAssetsParticipantsLatest year
031WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLANESOP$2.18B5,1932025
049WEC ENERGY GROUP RETIREMENT SAVINGS PLANESOP$1.88B4,8752025
009WEC ENERGY GROUP RETIREMENT ACCOUNT PLANCashBalance$1.29B5,2672025
002WEC ENERGY GROUP RETIREMENT PLAN FOR WISCONSIN PUBLIC SERVICE CORPORATIONCashBalance$743.8M2,1662025
054WEC ENERGY GROUP RETIREMENT PLAN FOR PGL AND NSGCashBalance$300.3M1,0172025
055WEC ENERGY GROUP RETIREMENT PLAN FOR WEC BUSINESS SERVICESCashBalance$190.1M5712025
046WEC ENERGY GROUP LEGACY RETIREMENT ACCOUNT PLANCashBalance$138.8M1,2362025
052WEC ENERGY GROUP RETIREMENT PLAN FOR MICHIGAN GAS UTILITIES CORPORATIONCashBalance$58.2M3512025
053WEC ENERGY GROUP RETIREMENT PLAN FOR MINNESOTA ENERGY RESOURCES CORPORATIONCashBalance$46.8M3032025
056WEC ENERGY GROUP RETIREMENT PLAN FOR INTEGRYS HOLDINGCashBalance$35.6M2112025
050WEC ENERGY GROUP LIMITED RETIREMENT SAVINGS PLANESOP$11.2M2862025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WEC ENERGY GROUP WELFARE PLANMixedDELTA DENTAL OF WISCONSIN$12.7M12,4502025
544WEC ENERGY GROUP RETIREE WELFARE PLANFully InsuredSECUREHORIZONS$10.4M4,1792025
Retirement plans
Welfare plans
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