2023 Form 5500 filing — Nisource Inc. Master Retirement Trust
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 20241014183637NAL0026950561001) for Nisource Inc. Master Retirement Trust, reported by Nisource Inc. under EIN 36-6968911 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183637NAL0026950561001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Nisource Inc.
- EIN
- 36-6968911
- Plan number
- 001
- Location
- Merrillville, IN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,439,215,794
- Total liabilities (EOY)
- $12,348,275
- Net assets (EOY)
- $1,426,867,519
- Total income / additions
- $148,564,990
- Benefits paid
- $0
- Administrative expenses
- $5,686,914
- Total expenses
- $5,686,914
- Net increase / (decrease)
- $142,878,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $774,300 | $783 |
| Western Asset Management Company | NONE | $695,821 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE INVEST. MANAGER | $601,991 | $0 |
| Macquarie Investment Mgmnt Advisers | NONE | $534,556 | not reported in the loaded dataset |
| Nisa Investment Advisors | NONE | $476,141 | not reported in the loaded dataset |
| Aon Consulting | NONE | $297,409 | not reported in the loaded dataset |
| Abrdn Inc. | NONE | $257,595 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $224,014 | $0 |
| Allspring Global Investments, LLC | NONE | $196,081 | not reported in the loaded dataset |
| Porter, Wright, Morris And Arthur | NONE | $178,170 | not reported in the loaded dataset |
| Lcg Associates Inc | NONE | $159,707 | not reported in the loaded dataset |
| Mcconnell & Jones | NONE | $59,379 | not reported in the loaded dataset |
| Glouston Capital Partners, LLC | NONE | $0 | $20,057 |
| Legacy Professionals Llp | NONE | $18,896 | not reported in the loaded dataset |
| Deloitte And Touche Llp | NONE | $12,716 | not reported in the loaded dataset |
| Goldman Sachs Asset Mgmt, Lp | NONE | $8,491 | $0 |
| Sopko, Nussbaum, Inabnit & Kaczmare | NONE | $5,924 | not reported in the loaded dataset |