Nisource Post-65 Retiree Medical Plan — Form 5500 plan (Nisource 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, Nisource Post-65 Retiree Medical Plan is a benefit plan reported by Nisource Inc. under EIN 35-2108964 and plan number 538. The latest loaded filing year is 2023. The filing reports 3,878 participants and $123,171,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nisource Inc.
- EIN
- 35-2108964
- Plan number
- 538
- Plan type
- 2
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 3,878
- End-of-year plan assets
- $123,171,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,878 | H, C | 20241014175016NAL0028020193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,171,611
- Total liabilities (EOY)
- $3,339,903
- Net assets (EOY)
- $119,831,708
- Net assets (BOY)
- $113,306,468
Income & contributions
- Employer contributions
- $13,426,555
- Participant contributions
- $2,129,698
- Total contributions
- $15,556,253
- Total income / additions
- $31,077,539
Expenses & distributions
- Benefits paid
- $21,498,626
- Administrative expenses
- $3,053,673
- Total expenses
- $24,552,299
- Net increase / (decrease)
- $6,525,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies Inc | NONE | $2,770,373 | $0 | 2023 |
| Porter Wright Morris And Arthur | NONE | $79,305 | not reported in the loaded dataset | 2023 |
| Beacon Health | NONE | $78,725 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones, Llp | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $25,391 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $17,250 | not reported in the loaded dataset | 2023 |
| Lcg Associates Inc | NONE | $12,346 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $6,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nisource Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Merrillville, IN
- Anthem Insurance Companies Inc — Schedule C compensation
- Porter Wright Morris And Arthur — Schedule C compensation
- Beacon Health — Schedule C compensation
- Mcconnell & Jones, Llp — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Lcg Associates Inc — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation