Nisource Life And Medical Benefits Program — 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 Life And Medical Benefits Program is a benefit plan reported by Nisource Inc. under EIN 35-2108964 and plan number 536. The latest loaded filing year is 2023. The filing reports 12,086 participants and $144,714,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nisource Inc.
- EIN
- 35-2108964
- Plan number
- 536
- Plan type
- 2
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 12,086
- End-of-year plan assets
- $144,714,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,086 | H, C | 20241014174722NAL0028013233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,714,930
- Total liabilities (EOY)
- $13,426,032
- Net assets (EOY)
- $131,288,898
- Net assets (BOY)
- $124,757,231
Income & contributions
- Employer contributions
- $97,194,940
- Participant contributions
- $29,300,289
- Total contributions
- $126,495,229
- Total income / additions
- $144,430,913
Expenses & distributions
- Benefits paid
- $133,228,496
- Administrative expenses
- $4,670,750
- Total expenses
- $137,899,246
- Net increase / (decrease)
- $6,531,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies Inc | NONE | $4,271,391 | $0 | 2023 |
| Beacon Health | NONE | $138,074 | not reported in the loaded dataset | 2023 |
| Porter Wright Morris And Arthur | NONE | $119,314 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones, Llp | NONE | $38,500 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $22,095 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $17,681 | not reported in the loaded dataset | 2023 |
| Lcg Associates Inc | NONE | $11,570 | 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
- Beacon Health — Schedule C compensation
- Porter Wright Morris And Arthur — 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