2023 Form 5500 filing — Indiana Gas Company, Inc. Bargaining Unit Retirement 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 20251014155821NAL0006710530001) for Indiana Gas Company, Inc. Bargaining Unit Retirement Plan, reported by Indiana Gas Company, Inc. under EIN 35-0793669 and plan number 002. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251014155821NAL0006710530001
Filing year
2023
Form type
2
Plan sponsor
Indiana Gas Company, Inc.
EIN
35-0793669
Plan number
002
Location
Evansville, IN
Participants
606
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$55,792,000
Total liabilities (EOY)
$107,000
Net assets (EOY)
$55,685,000
Total income / additions
$7,301,000
Benefits paid
$7,267,000
Administrative expenses
$469,000
Total expenses
$7,736,000
Net increase / (decrease)
-$435,000
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Callan LLCNONE$94,000not reported in the loaded dataset
Metlife Investment Mgmt Holdings, LNONE$84,000not reported in the loaded dataset
Aon ConsultingNONE$71,000not reported in the loaded dataset
Northern Trust CompanyNONE$35,000not reported in the loaded dataset
Mcconnell & Jones LlpNONE$24,000not reported in the loaded dataset
The Talance Group, LoNONE$20,000not reported in the loaded dataset
Wellington Trust CompanyNONE$15,000not reported in the loaded dataset
Dimensional Fund Advisors, LpNONE$7,000not reported in the loaded dataset

Related Form 5500 pages