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  2. WEC ENERGY GROUP, INC.
Sponsor portfolioTH

WEC ENERGY GROUP, INC.

EIN 39-1391525-utilities-Latest filing 2024
Plans
13
Retirement
11
$6.43B assets
Welfare
2
$20.4M premiums
Participants
32,925
231 W. MICHIGAN STREET, P409 - MILWAUKEE, WI 53203414-221-3131wecenergygroup.comLinkedIn5001-10000 employeesutilities
Plans on this EIN
13 filings
#031ESOP-$1.98B - 5,066 part#049ESOP-$1.69B - 4,934 part#009CashBalance-$1.28B - 5,464 part#002CashBalance-$713.4M - 2,233 part#054CashBalance-$313.8M - 1,095 part#055CashBalance-$185.4M - 590 part#046CashBalance-$135.1M - 1,263 part#052CashBalance-$56.6M - 365 part#053CashBalance-$45.9M - 314 part#056CashBalance-$33.8M - 214 part#050ESOP-$8.7M - 280 part#504Mixed-$12.1M - 18,078 lives#544Fully Insured-$8.3M - 4,044 lives

Retirement portfolio analytics

11 plans aggregated / $6.43B assets / 21,818 participants

Assets by plan

Share of aggregate retirement assets

31%top
  • EMPLOYEE RETIREMENT Savings (#031)31%
  • GROUP RETIREMENT Savings (#049)26%
  • RETIREMENT ACCOUNT PLAN (#009)20%
  • PUBLIC SERVICE CORPORATION (#002)11%
  • PGL AND NSG (#054)5%
  • +3 more
Total $6.43BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • FIDELITY INVESTMENTS INSTITUTIONAL57%
  • (Not disclosed)43%
Total $6.43BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT ACCOUNT PLAN (#009)5,464
  • EMPLOYEE RETIREMENT Savings (#031)5,066
  • GROUP RETIREMENT Savings (#049)4,934
  • PUBLIC SERVICE CORPORATION (#002)2,233
  • RETIREMENT ACCOUNT PLAN (#046)1,263
  • PGL AND NSG (#054)1,095
  • +5 more
Total 21,818Click row to drill in

Benefits portfolio analytics

2 plans / $20.4M premiums / 22,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.4M
  • Dental$4.5M
  • Other$3.9M
  • Health$3.8M
  • Long-term disability$3.0M
  • Vision$781K
Total $20.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • METROPOLITAN LIFE INSURANCE COMPANY41%
  • DELTA DENTAL OF CALIFORNIA22%
  • UNITEDHEALTHCARE INSURANCE COMPANY19%
  • AFLAC15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • +1 more
Total $20.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • DIGITAL INSURANCE LLC62%
  • HUB INTERNATIONAL MIDWEST LIMITED30%
  • ENROLLEASE6%
  • WILLIS TOWERS WATSON US LLC1%
Total $761K4 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$1.98B
Participants5,066
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$1.69B
Participants4,934
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$1.28B
Participants5,464
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$713.4M
Participants2,233
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$313.8M
Participants1,095
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$185.4M
Participants590
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$135.1M
Participants1,263
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$56.6M
Participants365
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$45.9M
Participants314
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$33.8M
Participants214
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$8.7M
Participants280
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$12.1M
Covered lives18,078
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#544

WEC ENERGY GROUP RETIREE WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$8.3M
Covered lives4,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans11

Plan #NameTypeAssetsParticipantsLatest year
031WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLANESOP$1.98B5,0662024
049WEC ENERGY GROUP RETIREMENT SAVINGS PLANESOP$1.69B4,9342024
009WEC ENERGY GROUP RETIREMENT ACCOUNT PLANCashBalance$1.28B5,4642024
002WEC ENERGY GROUP RETIREMENT PLAN FOR WISCONSIN PUBLIC SERVICE CORPORATIONCashBalance$713.4M2,2332024
054WEC ENERGY GROUP RETIREMENT PLAN FOR PGL AND NSGCashBalance$313.8M1,0952024
055WEC ENERGY GROUP RETIREMENT PLAN FOR WEC BUSINESS SERVICESCashBalance$185.4M5902024
046WEC ENERGY GROUP LEGACY RETIREMENT ACCOUNT PLANCashBalance$135.1M1,2632024
052WEC ENERGY GROUP RETIREMENT PLAN FOR MICHIGAN GAS UTILITIES CORPORATIONCashBalance$56.6M3652024
053WEC ENERGY GROUP RETIREMENT PLAN FOR MINNESOTA ENERGY RESOURCES CORPORATIONCashBalance$45.9M3142024
056WEC ENERGY GROUP RETIREMENT PLAN FOR INTEGRYS HOLDINGCashBalance$33.8M2142024
050WEC ENERGY GROUP LIMITED RETIREMENT SAVINGS PLANESOP$8.7M2802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WEC ENERGY GROUP WELFARE PLANMixedDELTA DENTAL OF WISCONSIN$12.1M18,0782024
544WEC ENERGY GROUP RETIREE WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$8.3M4,0442024
Retirement plans
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