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Integrys Energy Group Master Retirement Trust
The Integrys Energy Group Master Retirement Trust was created to administer retirement benefit plans tied to Integrys Energy Group, now integrated into WEC...
Integrys Energy Group Master Retirement Trust
The Integrys Energy Group Master Retirement Trust was created to administer retirement benefit plans tied to Integrys Energy Group, now integrated into WEC Energy Group. The trust deploys capital across private equity, real estate, and hedge funds. Confirmed holdings include minority positions in Magnolia Place Associates, Valenti Mid-Atlantic Realty, and SORA West OU Mezzanine, all located in Pennsylvania. Additional commitments appear in Highland Tank and Manufacturing Company and Contour Data Solutions. WEC Energy Group provides sponsorship and governance through its Investment Trust Policy Committee. Service providers include Deloitte & Touche as auditor, Foley & Lardner as legal counsel, and Northern Trust as custodian. The WEC Energy Group Foundation operates as the adjacent philanthropic vehicle. Governance flows directly from the parent energy company, with the trust operating under the same finance committee that oversees WEC stakes such as American Transmission Company.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Milwaukee
Corporate office
231 West Michigan Street, Milwaukee, WI 53203, United States
Principals
Scott J. Lauber
President and CEO of WEC Energy Group
Mary Ellen Stanek
Member of WEC Finance Committee
Sector focus
Frequently asked questions
Who runs investment decisions at the Integrys Energy Group Master Retirement Trust?
Scott J. Lauber, President and CEO of WEC Energy Group, oversees the Investment Trust Policy Committee that governs the trust.
What asset classes receive allocations from the trust?
The trust allocates to private equity at 7.43 percent, real estate through multiple Pennsylvania partnerships, and a hedge fund portfolio valued at $167 million.
How is the trust related to WEC Energy Group?
WEC Energy Group sponsors the trust as the retirement vehicle for plans originally established by Integrys Energy Group.
Does the trust participate in direct deals or fund commitments?
The trust holds both direct real estate partnerships and limited partner positions in operating businesses and hedge funds.
Where does the underlying wealth come from?
The assets originate from retirement contributions and investment returns of WEC Energy Group employee benefit plans.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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