WISCONSIN ELECTRIC POWER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2013 : WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $294,897,000 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $97,229,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $97,159,000 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $55,968,000 |
| Value of total assets at end of year | 2013-12-31 | $1,382,199,000 |
| Value of total assets at beginning of year | 2013-12-31 | $1,184,531,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $70,000 |
| Total interest from all sources | 2013-12-31 | $859,819 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $83,861,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $46,303,000 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $40,084,000 |
| Participant contributions at end of year | 2013-12-31 | $20,131,000 |
| Participant contributions at beginning of year | 2013-12-31 | $19,781,000 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,671,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $58,181 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $197,668,000 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,382,199,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,184,531,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $70,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $821,429,000 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $654,523,000 |
| Interest on participant loans | 2013-12-31 | $858,000 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $79,705,000 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $62,887,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $133,243,000 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $139,811,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $139,811,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,819 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $134,080,000 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $20,070,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $327,691,000 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $307,529,000 |
| Contributions received in cash from employer | 2013-12-31 | $14,213,000 |
| Income. Dividends from common stock | 2013-12-31 | $37,558,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $97,159,000 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2013-12-31 | 410746749 |
| 2012 : WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $181,199,000 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $78,033,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $77,990,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $55,902,000 |
| Value of total assets at end of year | 2012-12-31 | $1,184,531,000 |
| Value of total assets at beginning of year | 2012-12-31 | $1,081,365,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $43,000 |
| Total interest from all sources | 2012-12-31 | $969,748 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $48,847,252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $33,310,252 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $39,760,000 |
| Participant contributions at end of year | 2012-12-31 | $19,781,000 |
| Participant contributions at beginning of year | 2012-12-31 | $19,388,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,045,000 |
| Other income not declared elsewhere | 2012-12-31 | $-51,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $103,166,000 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,184,531,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,081,365,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $43,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $654,523,000 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $577,837,000 |
| Interest on participant loans | 2012-12-31 | $968,000 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $62,887,000 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $55,938,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $139,811,000 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $135,420,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $135,420,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,748 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $66,675,000 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $8,856,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Assets. Invements in employer securities at end of year | 2012-12-31 | $307,529,000 |
| Assets. Invements in employer securities at beginning of year | 2012-12-31 | $292,782,000 |
| Contributions received in cash from employer | 2012-12-31 | $14,097,000 |
| Income. Dividends from common stock | 2012-12-31 | $15,537,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $77,990,000 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2012-12-31 | 410746749 |
| 2011 : WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $106,947,000 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $70,507,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $70,422,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $54,984,000 |
| Value of total assets at end of year | 2011-12-31 | $1,081,365,000 |
| Value of total assets at beginning of year | 2011-12-31 | $1,044,925,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $85,000 |
| Total interest from all sources | 2011-12-31 | $878,729 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $75,781,271 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $30,025,271 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $39,661,000 |
| Participant contributions at end of year | 2011-12-31 | $19,388,000 |
| Participant contributions at beginning of year | 2011-12-31 | $19,003,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,199,000 |
| Other income not declared elsewhere | 2011-12-31 | $913,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $36,440,000 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,081,365,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,044,925,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $85,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $577,837,000 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $595,129,000 |
| Interest on participant loans | 2011-12-31 | $877,000 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $55,938,000 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $58,012,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $135,420,000 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $132,426,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $132,426,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-26,790,000 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,180,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $292,782,000 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $240,355,000 |
| Contributions received in cash from employer | 2011-12-31 | $14,124,000 |
| Income. Dividends from common stock | 2011-12-31 | $45,756,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $70,422,000 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2011-12-31 | 410746749 |
| 2010 : WISCONSIN ENERGY CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $117,786,000 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $117,786,000 |
| Total income from all sources (including contributions) | 2010-12-31 | $190,259,000 |
| Total of all expenses incurred | 2010-12-31 | $71,875,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $71,794,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,908,000 |
| Value of total assets at end of year | 2010-12-31 | $1,044,925,103 |
| Value of total assets at beginning of year | 2010-12-31 | $926,541,103 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $81,000 |
| Total interest from all sources | 2010-12-31 | $18,565,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $38,949,000 |
| Participant contributions at end of year | 2010-12-31 | $19,003,000 |
| Participant contributions at beginning of year | 2010-12-31 | $18,041,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,096,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $118,384,000 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,044,925,103 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $926,541,103 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $81,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $785,567,103 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $696,297,103 |
| Interest on participant loans | 2010-12-31 | $975,000 |
| Interest earned on other investments | 2010-12-31 | $17,590,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $240,355,000 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $212,203,000 |
| Contributions received in cash from employer | 2010-12-31 | $13,863,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $71,794,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | CLIFTON GUNDERSON LLP |
| Accountancy firm EIN | 2010-12-31 | 370802863 |
