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Nonprofit · EIN 51-0344224

NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST

Also known as NISOURCE

Tax-exempt · MERRILLVILLE, IN 46410

Financials

$2.2M$2M2023$3.5M$2M2024
Revenue Expenses · by fiscal year end
Financials of NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,506,172$1,967,714$1,538,458$47,307,685$60,158$47,247,527
December 31, 2023990$2,161,460$1,984,045$177,415$44,714,420$54,090$44,660,330
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$132,500
Investment income
$3,373,672
Net gain from sales of assets
$2,422,997
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,894,552
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$28,120
Accounting fees
$30,009

Balance sheet and other

Total assets, start of year
$44,714,420
Total assets, end of year
$47,307,685
Total liabilities, end of year
$60,158
Net assets, end of year
$47,247,527
Publicly traded securities
$40,000,168
Gross receipts
$8,178,818
Employees
0
Volunteers
0
Year formed
1993
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TCHAPO NAPOEAGENT OF PLN ADMINISTRATOR
Officer
1$0
GUNNAR GODEAGENT OF PLN ADMINISTRATOR
Officer
1$0
BRETT RADULOVICH - PASTAGENT OF PLN ADMINISTRATOR
Officer
1$0
KIMBERLY CARTELLAAGENT OF PLN ADMINISTRATOR
Officer
1$0
LACEY DOLES - NEWAGENT OF PLN ADMINISTRATOR
Officer
1$0
JILLIAN HANSENAGENT OF PLN ADMINISTRATOR
Officer
1$0
MELANIE BERMANAGENT OF PLN ADMINISTRATOR
Officer
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
TCHAPO NAPOE - NEWAGENT OF PLN ADMINISTRATOR
Officer
1$0
GUNNAR GODEAGENT OF PLN ADMINISTRATOR
Officer
1$0
BRETT RADULOVICHAGENT OF PLN ADMINISTRATOR
Officer
1$0
KIMBERLY CARTELLAAGENT OF PLN ADMINISTRATOR
Officer
1$0
RANDY HULEN - PASTAGENT OF PLN ADMINISTRATOR
Officer
1$0
JILLIAN HANSENAGENT OF PLN ADMINISTRATOR
Officer
1$0
MELANIE BERMANAGENT OF PLN ADMINISTRATOR
Officer
1$0

Address and contacts

Address (IRS master file)
801 E 86TH AVE, MERRILLVILLE, IN 46410-6271
In care of
% STEPHEN R GALLAS
Principal officer (990 for 2024)
TCHAPO NAPOE, 801 EAST 86TH AVENUE, MERRILLVILLE, IN 46410
Signed the 990
TCHAPO NAPOE, VP & TREASURER, CORPORATE FINANCE
Phone
(219) 647-5990
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE LIFE AND MEDICAL INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
51-0344224
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$47,307,685
Income (IRS master file)
$8,178,818

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,506,172$1,967,714$47,307,685XML
990December 2023$2,161,460$1,984,045$44,714,420XML
990December 2022$1,926,734$2,460,557$40,957,085IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0344224).

Questions about NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST

What is the EIN of NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST?
The employer identification number (EIN) of NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST is 51-0344224.
Is NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST?
The 990 for the year ended December 31, 2024 names TCHAPO NAPOE.
Who are the officers and directors of NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,506,172, expenses of $1,967,714 and total assets of $47,307,685 at year end.

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