Wec Energy Group Master Retirement Trust — 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 Master Retirement Trust is a benefit plan reported by Wec Energy Group, Inc. under EIN 39-6036268 and plan number 048. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,455,050,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wec Energy Group, Inc.
- EIN
- 39-6036268
- Plan number
- 048
- Plan type
- 4
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,455,050,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007142550NAL0008960211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,455,050,000
- Total liabilities (EOY)
- $14,684,000
- Net assets (EOY)
- $1,440,366,000
- Net assets (BOY)
- $1,438,385,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $115,554,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,079,000
- Total expenses
- $2,079,000
- Net increase / (decrease)
- $113,475,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $556,381 | not reported in the loaded dataset | 2023 |
| Neuberger & Berman | NONE | $324,589 | not reported in the loaded dataset | 2023 |
| Allsrping | NONE | $295,781 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Company | NONE | $260,162 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $201,774 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $139,042 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $110,458 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | NONE | $79,547 | not reported in the loaded dataset | 2023 |
| Monarch Partners Asset Management | NONE | $46,876 | not reported in the loaded dataset | 2023 |
| Yousif | NONE | $39,119 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers | NONE | $24,886 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wec Energy Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Northern Trust Company — Schedule C compensation
- Neuberger & Berman — Schedule C compensation
- Allsrping — Schedule C compensation
- Robert W. Baird & Company — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation
- Monarch Partners Asset Management — Schedule C compensation
- Yousif — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation