Public Charity

WEC Energy Group Inc Retiree Welfare Trust

Based in Chicago, IL, WEC Energy Group Inc Retiree Welfare Trust operates as a Public Charity. The organization reported $14.1M in revenue, $12.1M in expenses, $241.2M in total assets for fiscal year 2025.

EIN: 391723191 Chicago, IL Latest filing: 2025
Total Revenue$14.1M
Total Expenses$12.1M
Total Assets$241.2M
Grant Records0
Filing Years2021–2025

Mission

SATISFY MEMBER CLAIMS UNDER THE WEC ENERGY GROUP, INC. RETIREE WELFARE TRUST SECTION 501(C)(9) VEBA.

Where $100 goes at WEC Energy Group Inc Retiree Welfare Trust

How WEC Energy Group Inc Retiree Welfare Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$98 Programs the work itself
$2 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $98 for programs

$98
Satisfy member claims under the WEC Energy Group, Inc
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Trustee Northern Trust Company

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $14.1M $12.1M $241.2M
2024 $23.4M $31.1M $225.7M
2023 $14.2M $23.3M $239.2M
2022 $5.5M $3.9M $235.6M
2021 $24.0M $4.2M $273.9M

Between 2021 and 2025, reported annual revenue declined from $24.0M to $14.1M (-41%), with total assets most recently reported at $241.2M.

Interactive year-over-year charts and full filing details available with membership.

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