Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NISOURCE INC
EIN 35-2108964utilitiesLatest filing 2024
Plans
5
Retirement
2
$2.37B assets
Welfare
3
$22.0M premiums
Participants
39,129
801 EAST 86TH AVENUE - MERRILLVILLE, IN 464106271219-647-4334nisource.comLinkedIn5001-10000 employeesutilities
Retirement portfolio analytics
2 plans aggregated / $2.37B assets / 12,990 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $22.0M premiums / 26,477 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$15.9M
- Long-term disability$4.4M
- Vision$1.2M
- Health$300K
- Other$244K
- Dental$44K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
73%top
- SECURIAN LIFE INSURANCE COMPANY73%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA20%
- VISION SERVICE PLAN5%
- HEALTH NEW ENGLAND, INC.1%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
98%top
- MCGRIFF INSURANCE SERVICES INC98%
- LOCKTON COMPANIES, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
NISOURCE INC RETIREMENT SAVINGS PLAN
ESOP
Assets$2.03B
Participants10,199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COLUMBIA ENERGY GROUP PENSION PLAN
CashBalance
Assets$333.8M
Participants2,791
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#537
NISOURCE WELFARE BENEFITS PROGRAM
Mixed - MINNESOTA LIFE INSURANCE COMPANY - BASIC
Premiums$13.5M
Covered lives13,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536
NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM
Mixed - MINNESOTA LIFE INSURANCE COMPANY - BASIC
Premiums$8.5M
Covered lives13,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#538
NISOURCE POST-65 RETIREE MEDICAL PLAN
Fully Insured - HIGHMARK INC.
Premiums$44K
Covered lives9
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | NISOURCE INC RETIREMENT SAVINGS PLAN | ESOP | $2.03B | 10,199 | 2024 | |
| 001 | COLUMBIA ENERGY GROUP PENSION PLAN | CashBalance | $333.8M | 2,791 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 537 | NISOURCE WELFARE BENEFITS PROGRAM | Mixed | MINNESOTA LIFE INSURANCE COMPANY - BASIC | $13.5M | 13,234 | 2024 | |
| 536 | NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM | Mixed | MINNESOTA LIFE INSURANCE COMPANY - BASIC | $8.5M | 13,234 | 2024 | |
| 538 | NISOURCE POST-65 RETIREE MEDICAL PLAN | Fully Insured | HIGHMARK INC. | $44K | 9 | 2024 |
Retirement plans
Welfare plans