# Nisource INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/nisource-inc-352108964-538

> Nisource INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

- [LEGACY PROFESSIONALS](https://planprovider.pro/provider/legacy-professionals-llp) — 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|

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