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WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 401k Plan overview

Plan NameWEC ENERGY GROUP RETIREMENT ACCOUNT PLAN
Plan identification number 009

WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEC ENERGY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEC ENERGY GROUP, INC.
Employer identification number (EIN):391391525
NAIC Classification:221100

Additional information about WEC ENERGY GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2366301

More information about WEC ENERGY GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01LISA R. GEORGE
0092016-01-01LISA R. GEORGE
0092015-01-01LISA R. GEORGE
0092014-01-01LISA R. GEORGE

Plan Statistics for WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN

401k plan membership statisitcs for WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN

Measure Date Value
2022: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2022 401k membership
Market value of plan assets2022-12-311,437,380,255
Acturial value of plan assets2022-12-311,390,438,682
Funding target for retired participants and beneficiaries receiving payment2022-12-31508,969,081
Number of terminated vested participants2022-12-31804
Fundng target for terminated vested participants2022-12-31101,890,637
Active participant vested funding target2022-12-31425,687,014
Number of active participants2022-12-312,628
Total funding liabilities for active participants2022-12-31428,061,749
Total participant count2022-12-316,224
Total funding target for all participants2022-12-311,038,921,467
Balance at beginning of prior year after applicable adjustments2022-12-31122,373,930
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31128,344,494
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31122,373,930
Amount remaining of prefunding balance2022-12-31128,344,494
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31133,412,058
Balance of prefunding at beginning of current year2022-12-31139,921,167
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3115,842,259
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016,213
Total number of active participants reported on line 7a of the Form 55002022-01-012,410
Number of retired or separated participants receiving benefits2022-01-012,113
Number of other retired or separated participants entitled to future benefits2022-01-01773
Total of all active and inactive participants2022-01-015,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01617
Total participants2022-01-015,913
2021: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2021 401k membership
Market value of plan assets2021-12-311,416,317,276
Acturial value of plan assets2021-12-311,335,240,137
Funding target for retired participants and beneficiaries receiving payment2021-12-31509,828,315
Number of terminated vested participants2021-12-31782
Fundng target for terminated vested participants2021-12-3194,953,351
Active participant vested funding target2021-12-31447,381,417
Number of active participants2021-12-312,885
Total funding liabilities for active participants2021-12-31450,383,131
Total participant count2021-12-316,541
Total funding target for all participants2021-12-311,055,164,797
Balance at beginning of prior year after applicable adjustments2021-12-31126,733,074
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31116,054,339
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-3116,077,563
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31110,655,511
Amount remaining of prefunding balance2021-12-31116,054,339
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31122,373,930
Balance of prefunding at beginning of current year2021-12-31128,344,494
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3116,685,289
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,532
Total number of active participants reported on line 7a of the Form 55002021-01-012,628
Number of retired or separated participants receiving benefits2021-01-012,181
Number of other retired or separated participants entitled to future benefits2021-01-01757
Total of all active and inactive participants2021-01-015,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01647
Total participants2021-01-016,213
2020: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2020 401k membership
Market value of plan assets2020-12-311,363,485,912
Acturial value of plan assets2020-12-311,323,119,843
Funding target for retired participants and beneficiaries receiving payment2020-12-31519,214,115
Number of terminated vested participants2020-12-31783
Fundng target for terminated vested participants2020-12-3191,316,895
Active participant vested funding target2020-12-31471,387,799
Number of active participants2020-12-313,100
Total funding liabilities for active participants2020-12-31475,040,983
Total participant count2020-12-316,813
Total funding target for all participants2020-12-311,085,571,993
Balance at beginning of prior year after applicable adjustments2020-12-31109,214,990
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31100,012,357
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31109,214,990
Amount remaining of prefunding balance2020-12-31100,012,357
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31126,733,074
Balance of prefunding at beginning of current year2020-12-31116,054,339
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3116,077,563
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3116,077,563
Carryover balance elected to use to offset funding requirement2020-12-3116,077,563
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,804
Total number of active participants reported on line 7a of the Form 55002020-01-012,885
Number of retired or separated participants receiving benefits2020-01-012,260
Number of other retired or separated participants entitled to future benefits2020-01-01738
Total of all active and inactive participants2020-01-015,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01649
Total participants2020-01-016,532
2019: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2019 401k membership
Market value of plan assets2019-12-311,259,166,385
Acturial value of plan assets2019-12-311,317,073,618
Funding target for retired participants and beneficiaries receiving payment2019-12-31497,890,829
Number of terminated vested participants2019-12-31785
Fundng target for terminated vested participants2019-12-3195,184,939
Active participant vested funding target2019-12-31483,750,735
Number of active participants2019-12-313,389
Total funding liabilities for active participants2019-12-31488,230,837
Total participant count2019-12-317,096
Total funding target for all participants2019-12-311,081,306,605
Balance at beginning of prior year after applicable adjustments2019-12-31112,187,971
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31102,734,830
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31112,187,971
Amount remaining of prefunding balance2019-12-31102,734,830
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31109,214,990
Balance of prefunding at beginning of current year2019-12-31100,012,357
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3117,012,300
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017,085
Total number of active participants reported on line 7a of the Form 55002019-01-013,100
Number of retired or separated participants receiving benefits2019-01-012,288
Number of other retired or separated participants entitled to future benefits2019-01-01754
Total of all active and inactive participants2019-01-016,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01662
Total participants2019-01-016,804
2018: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2018 401k membership
Market value of plan assets2018-12-311,387,005,856
Acturial value of plan assets2018-12-311,341,376,827
Funding target for retired participants and beneficiaries receiving payment2018-12-31475,692,479
Number of terminated vested participants2018-12-31748
Fundng target for terminated vested participants2018-12-3169,623,698
Active participant vested funding target2018-12-31539,078,550
Number of active participants2018-12-313,697
Total funding liabilities for active participants2018-12-31545,041,603
Total participant count2018-12-317,371
Total funding target for all participants2018-12-311,090,357,780
Balance at beginning of prior year after applicable adjustments2018-12-31100,481,837
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3192,015,074
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31100,481,837
Amount remaining of prefunding balance2018-12-3192,015,074
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31112,187,971
Balance of prefunding at beginning of current year2018-12-31102,734,830
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3116,363,245
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017,359
Total number of active participants reported on line 7a of the Form 55002018-01-013,389
Number of retired or separated participants receiving benefits2018-01-012,271
Number of other retired or separated participants entitled to future benefits2018-01-01757
Total of all active and inactive participants2018-01-016,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01668
Total participants2018-01-017,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2017 401k membership
Market value of plan assets2017-12-311,321,264,730
Acturial value of plan assets2017-12-311,350,836,412
Funding target for retired participants and beneficiaries receiving payment2017-12-31435,262,525
Number of terminated vested participants2017-12-31674
Fundng target for terminated vested participants2017-12-3155,554,736
Active participant vested funding target2017-12-31556,575,236
Number of active participants2017-12-313,938
Total funding liabilities for active participants2017-12-31562,235,809
Total participant count2017-12-317,540
Total funding target for all participants2017-12-311,053,053,070
Balance at beginning of prior year after applicable adjustments2017-12-3193,881,937
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3185,971,292
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3193,881,937
Amount remaining of prefunding balance2017-12-3185,971,292
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31100,481,837
Balance of prefunding at beginning of current year2017-12-3192,015,074
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3116,584,185
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017,526
Total number of active participants reported on line 7a of the Form 55002017-01-013,697
Number of retired or separated participants receiving benefits2017-01-012,259
Number of other retired or separated participants entitled to future benefits2017-01-01720
Total of all active and inactive participants2017-01-016,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01683
Total participants2017-01-017,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2016 401k membership
Market value of plan assets2016-12-311,308,780,006
Acturial value of plan assets2016-12-311,377,661,116
Funding target for retired participants and beneficiaries receiving payment2016-12-31422,394,590
Number of terminated vested participants2016-12-31681
Fundng target for terminated vested participants2016-12-3150,109,628
Active participant vested funding target2016-12-31560,407,196
Number of active participants2016-12-314,075
Total funding liabilities for active participants2016-12-31566,818,218
Total participant count2016-12-317,761
Total funding target for all participants2016-12-311,039,322,436
Balance at beginning of prior year after applicable adjustments2016-12-3194,315,790
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3186,368,588
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3194,315,790
Amount remaining of prefunding balance2016-12-3186,368,588
Present value of excess contributions2016-12-3179,746,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3184,690,698
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3193,881,937
Balance of prefunding at beginning of current year2016-12-3185,971,292
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3114,642,589
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017,748
Total number of active participants reported on line 7a of the Form 55002016-01-013,938
Number of retired or separated participants receiving benefits2016-01-012,235
Number of other retired or separated participants entitled to future benefits2016-01-01650
Total of all active and inactive participants2016-01-016,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01703
Total participants2016-01-017,526
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,821
Total number of active participants reported on line 7a of the Form 55002015-01-014,075
Number of retired or separated participants receiving benefits2015-01-012,262
Number of other retired or separated participants entitled to future benefits2015-01-01637
Total of all active and inactive participants2015-01-016,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01774
Total participants2015-01-017,748
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,020
Total number of active participants reported on line 7a of the Form 55002014-01-014,226
Number of retired or separated participants receiving benefits2014-01-012,270
Number of other retired or separated participants entitled to future benefits2014-01-01553
Total of all active and inactive participants2014-01-017,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01772
Total participants2014-01-017,821

Financial Data on WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN

Measure Date Value
2022 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-176,691,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$115,421,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$113,919,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,302,932,000
Value of total assets at beginning of year2022-12-31$1,595,044,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,502,000
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$955,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$547,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-292,112,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,302,932,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,595,044,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$1,302,932,000
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,595,044,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$113,919,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$139,591,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$121,714,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$120,227,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,595,044,000
Value of total assets at beginning of year2021-12-31$1,577,167,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,487,000
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$925,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$562,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,877,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,595,044,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,577,167,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$1,595,044,000
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,577,167,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$120,227,000
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$156,218,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$97,967,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$96,357,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,577,167,000
Value of total assets at beginning of year2020-12-31$1,518,916,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,610,000
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,045,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$565,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$58,251,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,577,167,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,518,916,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$1,577,167,000
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,518,916,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$96,357,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$216,654,000
Total income from all sources (including contributions)2019-12-31$216,654,000
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$90,441,000
Total of all expenses incurred2019-12-31$90,441,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,028,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,028,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,518,916,000
Value of total assets at end of year2019-12-31$1,518,916,000
Value of total assets at beginning of year2019-12-31$1,392,703,000
Value of total assets at beginning of year2019-12-31$1,392,703,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,413,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,413,000
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$846,000
Administrative expenses professional fees incurred2019-12-31$846,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$567,000
Administrative expenses (other) incurred2019-12-31$567,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$126,213,000
Value of net income/loss2019-12-31$126,213,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,518,916,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,518,916,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,392,703,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,392,703,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$1,518,916,000
Value of interest in master investment trust accounts at end of year2019-12-31$1,518,916,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,392,703,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,392,703,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,028,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,028,000
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-39,632,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$92,399,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$90,668,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,392,703,000
Value of total assets at beginning of year2018-12-31$1,524,734,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,731,000
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,186,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$545,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-132,031,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,392,703,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,524,734,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$1,392,703,000
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,524,734,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$90,668,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$163,516,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$82,391,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$80,740,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,524,734,000
Value of total assets at beginning of year2017-12-31$1,443,609,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,651,000
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$925,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$12,000
Administrative expenses (other) incurred2017-12-31$726,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$81,125,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,524,734,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,443,609,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$1,524,734,000
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,443,609,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$80,740,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$100,551,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$79,302,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$75,145,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,443,609,000
Value of total assets at beginning of year2016-12-31$1,422,360,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,157,000
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,249,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,443,609,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,422,360,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,157,000
Value of interest in master investment trust accounts at end of year2016-12-31$1,443,609,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,422,360,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$75,145,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$76,358,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$83,727,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,737,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$80,000,000
Value of total assets at end of year2015-12-31$1,422,360,000
Value of total assets at beginning of year2015-12-31$1,429,729,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,990,000
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$16,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,369,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,422,360,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,429,729,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,990,000
Value of interest in master investment trust accounts at end of year2015-12-31$1,422,360,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,419,729,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$80,000,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,737,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$98,914,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$83,221,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$79,268,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,000,000
Value of total assets at end of year2014-12-31$1,429,729,000
Value of total assets at beginning of year2014-12-31$1,414,036,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,953,000
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,693,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,429,729,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,414,036,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,953,000
Value of interest in master investment trust accounts at end of year2014-12-31$1,419,729,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,414,036,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,000,000
Employer contributions (assets) at end of year2014-12-31$10,000,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$79,268,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749

Form 5500 Responses for WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN

2022: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEC ENERGY GROUP RETIREMENT ACCOUNT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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