Plan5500

Wec Energy Group Legacy Retirement Account Plan — Form 5500 plan (Wec Energy Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wec Energy Group Legacy Retirement Account Plan is a benefit plan reported by Wec Energy Group, Inc. under EIN 39-1391525 and plan number 046. The latest loaded filing year is 2023. The filing reports 1,340 participants and $138,480,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wec Energy Group, Inc.
EIN
39-1391525
Plan number
046
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
1,340
End-of-year plan assets
$138,480,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,340H, C20241007143031NAL0007676627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,480,000
Total liabilities (EOY)
$0
Net assets (EOY)
$138,480,000
Net assets (BOY)
$135,453,000

Income & contributions

Total contributions
$0
Total income / additions
$11,057,000

Expenses & distributions

Benefits paid
$7,631,000
Administrative expenses
$399,000
Total expenses
$8,030,000
Net increase / (decrease)
$3,027,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$156,412not reported in the loaded dataset2023
Willis Towers Watson Us LLCNONE$78,826not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$18,783not reported in the loaded dataset2023
Reinhart Boerner Van DeurenNONE$16,770not reported in the loaded dataset2023

Related Form 5500 pages