2025-11-05T12:00:47-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD SUITE 103 SCHERERVILLE IN 46375 990 2024-01-01 510344224 NISOURCE UNION LIFE AND MEDICAL BENEFITS VEBA TRUST NISO 2196475990 801 EAST 86TH AVENUE MERRILLVILLE IN 46410 TCHAPO NAPOE VP & TREASURER, CORPORATE FINANCE 3802683951 2025-11-05 1 0 ADAM SIMAGA P01649025 3123680500 2025-11-05 2024 2025-03-06 01:10:19Z TCHAPO NAPOE 801 EAST 86TH AVENUE MERRILLVILLE IN 46410 8178818 0 X N/A X 1993 IL PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS 6 6 0 0 0 0 0 0 100000 132500 2061460 3373672 0 0 2161460 3506172 0 0 1885046 1894552 0 0 0 0 0 98999 73162 1984045 1967714 177415 1538458 44714420 47307685 54090 60158 44660330 47247527 PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS 0 0 TO PROVIDE LIFE AND MEDICAL INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 4 0 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 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 BRETT RADULOVICH - PAST 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 LACEY DOLES - NEW 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 MELANIE BERMAN AGENT OF PLN ADMINISTRATOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 132500 132500 132500 950675 950675 7095643 4672646 2422997 2422997 2422997 3506172 132500 0 3373672 1894552 28120 30009 15033 1967714 37594703 40000168 7064949 7244439 54768 63078 44714420 47307685 54090 60158 54090 60158 X 0 0 0 0 44660330 47247527 44660330 47247527 44714420 47307685 X 1538458 1061269 -12530 X X 0 1 X 1 0 0 COMMON COLLECTIVE TRUSTS 7244439 F 7244439 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 PLAN SPONSOR. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS BETWEEN TRUSTS -12,530. 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 POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 223203498 PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IL 501(C)9 N/A 0 NISOURCE UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 223203500 PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IL 501(C)9 N/A 0 NISOURCE NON-UNION LIFE AND MEDICAL BENEFITS VEBA TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 206907686 PROVIDE LIFE & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS & THEIR DEPENDENTS IL 501(C)9 N/A 0 NORTHERN INDIANA PUBLIC SERVICE CO HEALTH AND MED BENEFIT TRUST 801 EAST 86TH AVE MERRILLVILLE IN 46410 351883904 PROVIDES HEALTH INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IL 501(C)9 N/A 0 NISOURCE INC 801 E 86TH AVE MERRILLVILLE IN 46410 352108964 CONTRIBUTING EMPLOYER/SPONSOR DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1