Plan Snapshot
- Plan Sponsor: Nisource INC.
- Sponsor EIN: 352108964
- Sponsor Address: 801 EAST 86TH AVENUE, MERRILLVILLE, IN, 46410
- Plan Type: Health & Welfare
- Plan Number: 538
- Total Participants: 0
- Total Assets: $126.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $126.6M | $15.5M | $2.0M |
| 2023 | 0 | $123.2M | $13.4M | $2.1M |
| 2022 | 0 | $128.1M | $12.9M | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | Other Service Provider | $2,828,835 | — | $2,828,835 |
| BEACON HEALTH | Other Service Provider | $78,887 | — | $78,887 |
| MCCONNELL & JONES, LLP | Auditor | $58,000 | — | $58,000 |
| PORTER WRIGHT MORRIS AND ARTHUR | Other Service Provider | $38,478 | — | $38,478 |
| NORTHERN TRUST COMPANY | Other Service Provider | $23,381 | — | $23,381 |
| LEGACY PROFESSIONALS | Auditor | $20,631 | — | $20,631 |
| LCG ASSOCIATES INC | Other Service Provider | $12,976 | — | $12,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES, LLP — Auditor
- LEGACY PROFESSIONALS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,061,188
- Estimated Expense Ratio: 2.418% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,089,111 | $36,357 | $2,910,722 | $78,631 | — |
| 2023 | $3,053,673 | $37,737 | $2,851,698 | $61,608 | — |
| 2022 | $3,055,724 | — | $2,804,336 | — | $229,722 |