Original filing (PDF)20251010163806NAL0008489585001

NISOURCE INC.

Name: NISOURCE INC. — COLUMBIA ENERGY GROUP PENSION PLAN, Form 5500 (2024)
Creator: NISOURCE INC.

Form 5500

FILING_RECEIVED

COLUMBIA ENERGY GROUP PENSION PLAN

Defined-benefit pension plan

Signals · 3

100% in single holdingNo recordkeeper disclosed11 service providers

Active participants

987

Accounts w/ balance

—

Plan assets (EOY)

$333.8M

Net assets (EOY)

$333.6M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: NISOURCE INC. MASTER RETIREMENT TRUST (extraction pending)]" is 100% of plan.
50 bps in Schedule C fees — 403% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NISOURCE INC..

Plan sponsor

Name

NISOURCE INC.

EIN

35-2108964

Address

801 EAST 86TH AVENUE · MERRILLVILLE, IN · 464106271

Phone

(219) 647-4334

Industry

Utilitiessee all

Plan administrator

Name

NISOURCE BENEFITS COMMITTEE

EIN

35-2108964

City

MERRILLVILLE, IN

Phone

(219) 647-4334

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MCCONNELL & JONES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ABRDN INC	51-0368279	—	NONE	$1.3M	—
ALLSPRING GLOBAL INVESTMENTS, LLC	—	CHARLOTTE, NC	NONE	$115K	—
NORTHERN TRUST COMPANY	36-1561860	—	NONE	$67K	—
MACQUARIE INVESTMENT MGMNT ADVISERS	23-2859590	—	NONE	$44K	—
MCCONNELL & JONES LLP	76-0488832	—	NONE	$44K	—
PORTFOLIO ADVISORS LP	—	FRESNO, CA	NONE	$26K	—
AON CONSULTING	22-2232264	—	NONE	$26K	—
GLOUSTON CAPITAL	02-0571602	—	NONE	$12K	—
BLACKROCK INSTITUTIONAL TRUST CO.	94-3112180	—	NONE	$10K	—
PORTER, WRIGHT, MORRIS AND ARTHUR	31-4373657	—	NONE	$10K	—
SIGULAR GUFF	—	NEW YORK, NY	NONE	$10K	—

Investments

1 pooled fund· $332.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.