Indiana Gas Company, Inc. Bargaining Unit Retirement Plan — Form 5500 plan (Indiana Gas Company, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Indiana Gas Company, Inc. Bargaining Unit Retirement Plan is a benefit plan reported by Indiana Gas Company, Inc. under EIN 35-0793669 and plan number 002. The latest loaded filing year is 2023. The filing reports 606 participants and $55,792,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Gas Company, Inc.
EIN
35-0793669
Plan number
002
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
606
End-of-year plan assets
$55,792,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023606H, C20251014155821NAL0006710530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,792,000
Total liabilities (EOY)
$107,000
Net assets (EOY)
$55,685,000
Net assets (BOY)
$56,120,000

Income & contributions

Total contributions
$0
Total income / additions
$7,301,000

Expenses & distributions

Benefits paid
$7,267,000
Administrative expenses
$469,000
Total expenses
$7,736,000
Net increase / (decrease)
-$435,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Callan LLCNONE$94,000not reported in the loaded dataset2023
Metlife Investment Mgmt Holdings, LNONE$84,000not reported in the loaded dataset2023
Aon ConsultingNONE$71,000not reported in the loaded dataset2023
Northern Trust CompanyNONE$35,000not reported in the loaded dataset2023
Mcconnell & Jones LlpNONE$24,000not reported in the loaded dataset2023
The Talance Group, LoNONE$20,000not reported in the loaded dataset2023
Wellington Trust CompanyNONE$15,000not reported in the loaded dataset2023
Dimensional Fund Advisors, LpNONE$7,000not reported in the loaded dataset2023

Related Form 5500 pages