Nisource Inc. Master Retirement Trust — 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 Inc. Master Retirement Trust is a benefit plan reported by Nisource Inc. under EIN 36-6968911 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,439,215,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nisource Inc.
- EIN
- 36-6968911
- Plan number
- 001
- Plan type
- 4
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,439,215,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014183637NAL0026950561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,439,215,794
- Total liabilities (EOY)
- $12,348,275
- Net assets (EOY)
- $1,426,867,519
- Net assets (BOY)
- $1,422,762,803
Income & contributions
- Total contributions
- $0
- Total income / additions
- $148,564,990
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,686,914
- Total expenses
- $5,686,914
- Net increase / (decrease)
- $142,878,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $774,300 | $783 | 2023 |
| Western Asset Management Company | NONE | $695,821 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE INVEST. MANAGER | $601,991 | $0 | 2023 |
| Macquarie Investment Mgmnt Advisers | NONE | $534,556 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | NONE | $476,141 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $297,409 | not reported in the loaded dataset | 2023 |
| Abrdn Inc. | NONE | $257,595 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $224,014 | $0 | 2023 |
| Allspring Global Investments, LLC | NONE | $196,081 | not reported in the loaded dataset | 2023 |
| Porter, Wright, Morris And Arthur | NONE | $178,170 | not reported in the loaded dataset | 2023 |
| Lcg Associates Inc | NONE | $159,707 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones | NONE | $59,379 | not reported in the loaded dataset | 2023 |
| Glouston Capital Partners, LLC | NONE | $0 | $20,057 | 2023 |
| Legacy Professionals Llp | NONE | $18,896 | not reported in the loaded dataset | 2023 |
| Deloitte And Touche Llp | NONE | $12,716 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Mgmt, Lp | NONE | $8,491 | $0 | 2023 |
| Sopko, Nussbaum, Inabnit & Kaczmare | NONE | $5,924 | 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
- Alight Solutions LLC — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Macquarie Investment Mgmnt Advisers — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Abrdn Inc. — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Allspring Global Investments, LLC — Schedule C compensation
- Porter, Wright, Morris And Arthur — Schedule C compensation
- Lcg Associates Inc — Schedule C compensation
- Mcconnell & Jones — Schedule C compensation
- Glouston Capital Partners, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Deloitte And Touche Llp — Schedule C compensation
- Goldman Sachs Asset Mgmt, Lp — Schedule C compensation
- Sopko, Nussbaum, Inabnit & Kaczmare — Schedule C compensation