Form 5500 · Employee benefit plan · MILWAUKEE, WI
WEC ENERGY GROUP, INC.
The filing calls this plan WEC ENERGY GROUP RETIREE WELFARE PLAN.
Public Form 5500 records show how WEC ENERGY GROUP, INC. of MILWAUKEE, WI, a utilities employer, structures its employee benefits. Its broker of record is DIGITAL INS INC. Coverage is written through SECUREHORIZONS and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1391525 · plan 544 · plan year 2025, filed Aug 4, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,633 other employer plans in Wisconsin have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health and life; the largest, with SECUREHORIZONS, covers 3,250 people.
Reported premium across the insured contracts is $10,410,797, with $124,230 in disclosed broker commissions — about 1.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
DIGITAL INS INC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: SECUREHORIZONS and METROPOLITAN LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 4,179 | Jan 1, 2026 | $4,449,390 | $124,230 |
| SECUREHORIZONS | Health | 3,250 | Jan 1, 2026 | $5,961,407 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,633 other employer plans in Wisconsin are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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