2024-11-12T11:41:53-06:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD SUITE 103 SCHERERVILLE IN 46375 990 2023-01-01 351883904 NORTHERN INDIANA PUBLIC SERVICE COMPANY HEALTH & MEDICAL BEN TR NORT 2196476131 801 E 86TH AVENUE MERRILLVILLE IN 46410 TCHAPO NAPOE VP & TREASURER, CORPORATE FINANCE 3802683951 2024-11-12 1 0 ADAM SIMAGA P01649025 3123680500 2024-11-12 2023 2024-10-15 13:58:12Z TCHAPO NAPOE 801 E 86TH AVENUE MERRILLVILLE IN 46410 49267426 0 X N/A X 1991 IL PROVIDE HEALTH AND MEDICAL BENEFITS 6 6 0 0 0 0 0 0 40961323 43545240 1097795 1823039 0 0 42059118 45368279 0 0 40961323 43545240 0 0 0 0 0 166807 67940 41128130 43613180 930988 1755099 20104085 36353447 0 0 20104085 36353447 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE ACCIDENT, HEALTH AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN OF BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X TODD LANICH 6144604623 290 W NATIONWIDE BLVD COLUMBUS OH 43215 X TCHAPO NAPOE - NEW AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 MELANIE BERMAN AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 RANDY HULEN -PAST AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 BRETT RADULOVICH AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 GUNNAR GODE AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 KIMBERLY CARTELLA AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 JILLIAN HANSEN AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 43545240 43545240 43545240 808843 808843 4913343 3899147 1014196 1014196 1014196 45368279 43545240 0 1823039 43545240 56696 4270 6974 43613180 -10208676 30312761 36348092 0 5355 20104085 36353447 0 0 X 0 0 0 0 20104085 36353447 20104085 36353447 20104085 36353447 X 1755099 3416722 11077541 X X 0 1 X 0 0 0 X PART X, LINE 2: GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO CERTAIN AGENTS OF THE PLAN ADMINISTRATOR AND THE SPONSOR OF THE FUND. THEY REVIEW THE FORM AND DISCUSS ANY MATTERS ABOUT WHICH THEY ARE UNCERTAIN. UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS APPROVED AND SUBMITTED ELECTRONICALLY TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY CONDUCTS, AT LEAST ANNUALLY, A SURVEY OF OFFICERS AND SELECTED EMPLOYEES REGARDING RELATIONSHIPS WITH VENDORS, ETC. AS DETERMINED BY THE VICE PRESIDENT, AUDIT AND ETHICS OFFICER. THE PURPOSE OF THIS SURVEY IS TO DISCLOSE ANY DIRECT OR INDIRECT INTEREST OR A POSITION HELD IN THE ENTITY THAT MIGHT PRESENT A CONFLICT OF INTEREST, FINANCIAL OR OTHERWISE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE SPONSOR. FORM 990, PART XI, LINE 9: CHANGE IN TRANSFER OF ASSETS 11,077,541. PAGE 12, PART XII - FINANCIAL STATEMENTS: THE ACTIVITY OF THE TRUST IS AUDITED AT THE PLAN LEVEL AND NOT AT THE TRUST LEVEL. THE AUDIT OF THE PLAN IS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAY INCLUDE MORE THAN ONE TRUST WHICH PARTICIPATES IN THE PLAN. NISOURCE NON-UNION LIFE AND PRE-65 MEDICAL VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 206907686 PROVIDES LIFE & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS & DEPENDENTS IL 501(C)9 N/A 0 NISOURCE UNION LIFE AND PRE-65 MEDICAL VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 510344224 PROVIDES LIFE & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS & DEPENDENTS IL 501(C)9 N/A 0 NISOURCE NON-UNION POST-65 MEDICAL VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 223203498 PROVIDES MEDICAL BENEFITS TO ELIGIBLE POST-65 PARTICIPANTS & DEPENDENTS IL 501(C)9 N/A 0 NISOURCE UNION POST-65 MEDICAL VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 223203500 PROVIDES MEDICAL BENEFITS TO ELIGIBLE POST-65 PARTICIPANTS & DEPENDENTS IL 501(C)9 N/A 0 NISOURCE 801 E 86TH AVE MERRILLVILLE IN 46410 352108964 CONTRIBUTING EMPLOYER DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1