2023 Form 5500 filing — Nisource Post-65 Retiree Medical Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014175016NAL0028020193001) for Nisource Post-65 Retiree Medical Plan, reported by Nisource Inc. under EIN 35-2108964 and plan number 538. It reports 3,878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175016NAL0028020193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nisource Inc.
- EIN
- 35-2108964
- Plan number
- 538
- Location
- Merrillville, IN
- Participants
- 3,878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,171,611
- Total liabilities (EOY)
- $3,339,903
- Net assets (EOY)
- $119,831,708
- Employer contributions
- $13,426,555
- Participant contributions
- $2,129,698
- Total income / additions
- $31,077,539
- Benefits paid
- $21,498,626
- Administrative expenses
- $3,053,673
- Total expenses
- $24,552,299
- Net increase / (decrease)
- $6,525,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies Inc | NONE | $2,770,373 | $0 |
| Porter Wright Morris And Arthur | NONE | $79,305 | not reported in the loaded dataset |
| Beacon Health | NONE | $78,725 | not reported in the loaded dataset |
| Mcconnell & Jones, Llp | NONE | $38,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $25,391 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $17,250 | not reported in the loaded dataset |
| Lcg Associates Inc | NONE | $12,346 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $6,358 | not reported in the loaded dataset |