# Wec Energy Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/wec-energy-group-inc-391391525-504

> Wec Energy Group, INC.'s Health & Welfare plan: 7,122 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wec Energy Group, INC.

- **Sponsor EIN:** 391391525

- **Sponsor Address:** 231 W. MICHIGAN STREET, P409, MILWAUKEE, WI, 53203

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 7,122

- **Total Assets:** $799,348

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|7,122|$799,348|$0|$0|

| 2024|7,063|$8.1M|$73.2M|$44.3M|

| 2023|6,968|$33.6M|$85.2M|$41.9M|

| 2022|6,876|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNITEDHEALTHCARE|Other Service Provider|$3,790,877|—|$3,790,877|

| EXPRESS SCRIPTS|Other Service Provider|$906,062|—|$906,062|

| BSWIFT, LLC|Other Service Provider|$617,047|—|$617,047|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$106,830|—|$106,830|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,420,816

- **Estimated Expense Ratio:** 678.155% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$154,170,708|—|$5,420,816|—|—|

| 2024|$5,263,122|—|$5,262,954|—|—|

| 2023|$5,214,063|—|$5,213,977|—|—|

| 2022|—|—|—|—|—|

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- [Ecm Industries, LLC](https://planprovider.pro/companies/ecm-industries-llc-401k-plan) — 381 participants

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