Civic Intelligence

Wisconsin Energy Corporation Union Retiree Medical Benefits Trust

EIN 39-1723191 • 501(c)9 • Chicago, IL

View Organization Page

Chicago, IL
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$35,813

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

48th percentile

6.9%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-40%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets16th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$239,226,413

Up $3,657,747 (+1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$239,226,413

Up $3,657,747 (+1.6%) from 2022

Operations
Liabilities / Revenue19th percentileNet Margin71st percentile

Revenue

Up

$14,179,660

Up $8,641,326 (+156%) from 2022

Expenses

Up

$23,292,168

Up $19,404,553 (+499%) from 2022

Net Income

Down

-$9,112,508

Down $10,763,227 (-652%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2011: $122,730,748Liabilities 2011: $0Net Assets 2011: $122,730,7482011Assets 2012: $137,655,109Liabilities 2012: $0Net Assets 2012: $137,655,1092012Assets 2013: $164,260,863Liabilities 2013: $0Net Assets 2013: $164,260,8632013Assets 2014: $164,456,994Liabilities 2014: $0Net Assets 2014: $164,456,9942014Assets 2015: $157,129,586Liabilities 2015: $0Net Assets 2015: $157,129,5862015Assets 2016: $162,627,326Liabilities 2016: $0Net Assets 2016: $162,627,3262016Assets 2017: $178,038,065Liabilities 2017: $0Net Assets 2017: $178,038,0652017Assets 2018: $158,680,411Liabilities 2018: $0Net Assets 2018: $158,680,4112018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $203,492,902Liabilities 2020: $0Net Assets 2020: $203,492,9022020Assets 2021: $273,911,668Liabilities 2021: $0Net Assets 2021: $273,911,6682021Assets 2022: $235,568,666Liabilities 2022: $0Net Assets 2022: $235,568,6662022Assets 2023: $239,226,413Liabilities 2023: $0Net Assets 2023: $239,226,4132023

Latest loaded filing

2023

Assets$239,226,413
Liabilities$0
Net Assets$239,226,413
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MRevenue 2011: $22,792,141Expenses 2011: $6,653,467Net Income 2011: $16,138,6742011Revenue 2012: $3,897,310Expenses 2012: $212,284Net Income 2012: $3,685,0262012Revenue 2013: $8,506,677Expenses 2013: $191,276Net Income 2013: $8,315,4012013Revenue 2014: $7,598,739Expenses 2014: $8,171,167Net Income 2014: -$572,4282014Revenue 2015: $7,606,533Expenses 2015: $6,389,443Net Income 2015: $1,217,0902015Revenue 2016: $32,256,775Expenses 2016: $6,941,694Net Income 2016: $25,315,0812016Revenue 2017: $8,819,872Expenses 2017: $7,502,171Net Income 2017: $1,317,7012017Revenue 2018: $9,371,703Expenses 2018: $11,005,520Net Income 2018: -$1,633,8172018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $9,045,400Expenses 2020: $430,266Net Income 2020: $8,615,1342020Revenue 2021: $24,021,172Expenses 2021: $4,235,648Net Income 2021: $19,785,5242021Revenue 2022: $5,538,334Expenses 2022: $3,887,615Net Income 2022: $1,650,7192022Revenue 2023: $14,179,660Expenses 2023: $23,292,168Net Income 2023: -$9,112,5082023

Latest loaded filing

2023

Revenue$14,179,660
Expenses$23,292,168
Net Income-$9,112,508
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$239$0.00$239$14.2$23.3$9.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$236$0.00$236$5.54$3.89$1.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$274$0.00$274$24.0$4.24$19.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$203$0.00$203$9.05$0.43$8.62
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$159$0.00$159$9.37$11.0$1.63
2017Summary only. Only limited summary data is available for this year.$178$0.00$178$8.82$7.50$1.32
2016Summary only. Only limited summary data is available for this year.$163$0.00$163$32.3$6.94$25.3
2015Summary only. Only limited summary data is available for this year.$157$0.00$157$7.61$6.39$1.22
2014Summary only. Only limited summary data is available for this year.$164$0.00$164$7.60$8.17$0.57
2013Summary only. Only limited summary data is available for this year.$164$0.00$164$8.51$0.19$8.32
2012Summary only. Only limited summary data is available for this year.$138$0.00$138$3.90$0.21$3.69
2011Summary only. Only limited summary data is available for this year.$123$0.00$123$22.8$6.65$16.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Gross Receipts
$123,472,643
Mission and Program Overview

Mission

Satisfy member claims under the wec energy group, inc. Retiree welfare trust section 501(c)(9) veba.

Trust created to support WEC Energy Group, Inc. Sec 501(c)(9) plans to receive contributions, disburse payments and satisfy member claims under the plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$239,226,413$225,692,664▼ $13,533,749
Investments in Publicly Traded Securities$239,079,207$225,589,645▼ $13,489,562
Accounts Receivable$147,206$103,019▼ $44,187
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$239,226,413$225,692,664▼ $13,533,749
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$239,226,413$225,692,664▼ $13,533,749
Total Liabilities and Net Assets / Fund Balance$239,226,413$225,692,664▼ $13,533,749
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteePT$47,324$47,324
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,611,321
Investment Income
$19,701,235
Other Revenue
$103,019
Change in Net Assets
$-7,715,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$30,898,284--$30,898,284
Fees for Service Investment Mgmnt Fees-$194,403-$194,403
Fees for Services Other-$57,497-$57,497
Other Expenses-$-18,651-$-18,651
Total Functional Expenses$30,898,284$233,249$0$31,131,533
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Question #7A

“Scott J. Lauber, Chief Executive Officer of WEC Energy Group, Inc. has the authority to elect and/or appoint one or more members of the Investment Trust Policy Committee. WEC Energy Group Inc. is the Employer Sponsor of the WEC Energy Group, Inc. Retiree Welfare Trust.”

Part VI, Section B, Question #11B

“Members of the Investment Trust Policy Committee are provided a copy of the WEC Energy Group, Inc. Retiree Welfare Trust's annual Form 990. A selected member of the Investment Trust Policy Committee is appointed to review the return and attest to its accuracy.”

Part VI, Section C, Question #19

“The WEC Energy Group, Inc. Retiree Welfare Trust makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
WEC Energy Group Inc Retiree
EIN
39-1723191
In Care Of
% WEC ENERGY GROUP INC
Phone
4142212997
Address
C/O Northern Trust Co 50 S Lasal, Chicago, IL 60675

Signing Officer

Name
David Hughes
Title
Assistant Treasurer
Phone
4142212997
Signed
2025-04-15

Organization Details

Principal Officer
David Hughes
Formed
1990
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scott J. Lauber, Chief Executive Officer of WEC Energy Group, Inc. has the authority to elect and/or appoint one or more members of the Investment Trust Policy Committee. WEC Energy Group Inc. is the Employer Sponsor of the WEC Energy Group, Inc. Retiree Welfare Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the Investment Trust Policy Committee are provided a copy of the WEC Energy Group, Inc. Retiree Welfare Trust's annual Form 990. A selected member of the Investment Trust Policy Committee is appointed to review the return and attest to its accuracy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The WEC Energy Group, Inc. Retiree Welfare Trust makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section A, Question #7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section B, Question #11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section C, Question #19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0391391525
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Holding Compa
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WEC Energy Group Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0231 W Michigan Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Milwaukee
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053203
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PELLC Life & Health Benefit Trust for Ba
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WPSC Master Welfare Benefits Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Wisconsin Public Service Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3WPS Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4We Energies Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0366803190
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391567887
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2396075016
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3391852771
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4391433726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Benefits
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Benefits
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Charitable
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Charitable
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4Charitable
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0231 W Michigan Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1231 W Michigan Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2700 North Adams Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3700 North Adams Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4231 W Michigan Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Milwaukee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Milwaukee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Green Bay
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Green Bay
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4Milwaukee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053203
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153203
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd254307
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd354307
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd453203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030898284
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual Expenses
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WEC BUSINESS SERVICES LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0239226413
IRS990/TotalAssetsEOYAmt0225692664
IRS990/TotalAssetsGrp/BOYAmt0239226413
IRS990/TotalAssetsGrp/EOYAmt0225692664
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0233249
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030898284
IRS990/TotalFunctionalExpensesGrp/TotalAmt031131533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239226413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0225692664
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030898283
IRS990/TotalProgramServiceRevenueAmt03611321
IRS990/TotalReportableCompFromOrgAmt047324
IRS990/TotalRevenueGrp/ExclusionAmt019804254
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03611321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023415575
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0239226413
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0225692664
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0231 W MICHIGAN AVE
IRS990/USAddress/CityNm0Milwaukee
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053203
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Hughes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04142212997
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEC Energy Group Inc Retiree
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Welfare Trust
ReturnHeader/Filer/BusinessNameControlTxt0WECE
ReturnHeader/Filer/EIN0391723191
ReturnHeader/Filer/InCareOfNm0% WEC ENERGY GROUP INC
ReturnHeader/Filer/PhoneNum04142212997
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Northern Trust Co 50 S Lasal
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL

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