Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Part VI, Section A, Question #7a: | Gale E. Klappa, 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. was the employer sponsor of the Wisconsin Energy Corporation Union and Non-Union Life Insurance Benefits Trust. |
| Part VI, Section B, Question #11B: | Members of the Investment Trust Policy Committee are provided a copy of the Wisconsin Energy Corporation Union & Non-Union Retiree Life Insurance Benefits Trust 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 Wisconsin Energy Corporation Union and Non-Union Retiree Life Insurance Benefits Trust makes its governing documents and financial statements available to the public upon request. |
| Part III, Line 3, Part VI, Section A, Line 4 & Part XI, Line 9 | Effective 01/01/2021, the Wisconsin Energy Corporation Union and Non-Union Retiree Life Insurance Benefits Trust (EIN: 39-1634043) entered into an agreement with the Wisconsin Energy Corporation Union Retiree Medical Benefits Trust (EIN: 39-1723191) to merge and rename as the Wisconsin Energy Group, Inc. Retiree Benefits Trust (EIN: 39-1723191). Effective this date, the assets of the former Wisconsin Energy Corporation Union and Non-Union Retiree Life Insurance Benefits Trust were merged into and with the assets of the Wisconsin Energy Corporation Union Retiree Medical Benefits Trust, thereby dissolving the Wisconsin Energy Corporation Union and Non-Union Retiree Life Insurance Benefits Trust. |
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