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NISOURCE UNION AMENDED AND RESTATED MEDICAL 401k Plan overview

Plan NameNISOURCE UNION AMENDED AND RESTATED MEDICAL
Plan identification number 002

NISOURCE UNION AMENDED AND RESTATED MEDICAL Benefits

No plan benefit data available

401k Sponsoring company profile

NISOURCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:NISOURCE, INC.
Employer identification number (EIN):223203500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NISOURCE UNION AMENDED AND RESTATED MEDICAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01RICHARD L. BOND
0022013-01-012014-10-15
0022012-01-012013-10-11
0022011-01-01STEPHEN R. GALLAS
0022010-01-012011-10-17

Financial Data on NISOURCE UNION AMENDED AND RESTATED MEDICAL

Measure Date Value
2014 : NISOURCE UNION AMENDED AND RESTATED MEDICAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-02$0
Total transfer of assets from this plan2014-01-02$207,910,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-02$143,063
Total income from all sources (including contributions)2014-01-02$0
Total loss/gain on sale of assets2014-01-02$0
Total of all expenses incurred2014-01-02$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-02$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-02$0
Value of total assets at end of year2014-01-02$0
Value of total assets at beginning of year2014-01-02$208,053,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-02$0
Total interest from all sources2014-01-02$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-02$0
Were there any nonexempt tranactions with any party-in-interest2014-01-02No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-02$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-02$143,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-02$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-02$143,063
Value of net income/loss2014-01-02$0
Value of net assets at end of year (total assets less liabilities)2014-01-02$0
Value of net assets at beginning of year (total assets less liabilities)2014-01-02$207,910,832
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-02No
Were any leases to which the plan was party in default or uncollectible2014-01-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-02$189,334,621
Value of interest in common/collective trusts at end of year2014-01-02$0
Value of interest in common/collective trusts at beginning of year2014-01-02$15,198,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-02$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-02$3,378,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-02$3,378,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-02No
Did the plan have assets held for investment2014-01-02No
2013 : NISOURCE UNION AMENDED AND RESTATED MEDICAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$12,622,467
Total transfer of assets from this plan2013-12-31$9,614,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$143,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$100,734
Total income from all sources (including contributions)2013-12-31$31,643,274
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$38,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$208,053,895
Value of total assets at beginning of year2013-12-31$173,399,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,773
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,650,436
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,650,436
Administrative expenses professional fees incurred2013-12-31$38,773
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$143,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,776,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$143,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$100,734
Value of net income/loss2013-12-31$31,604,501
Value of net assets at end of year (total assets less liabilities)2013-12-31$207,910,832
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$173,298,377
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$189,334,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$160,988,367
Value of interest in common/collective trusts at end of year2013-12-31$15,198,083
Value of interest in common/collective trusts at beginning of year2013-12-31$11,850,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,378,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$-2,215,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$-2,215,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,194,245
Net investment gain or loss from common/collective trusts2013-12-31$3,798,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
2012 : NISOURCE UNION AMENDED AND RESTATED MEDICAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$11,748,728
Total transfer of assets from this plan2012-12-31$9,699,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$100,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$98,312
Total income from all sources (including contributions)2012-12-31$22,205,483
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$32,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$173,399,111
Value of total assets at beginning of year2012-12-31$149,174,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,456
Total interest from all sources2012-12-31$-116
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,231,464
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,231,464
Administrative expenses professional fees incurred2012-12-31$32,456
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,776,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$98,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$100,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$98,312
Value of net income/loss2012-12-31$22,173,027
Value of net assets at end of year (total assets less liabilities)2012-12-31$173,298,377
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$149,075,727
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$160,988,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$137,583,519
Value of interest in common/collective trusts at end of year2012-12-31$11,850,160
Value of interest in common/collective trusts at beginning of year2012-12-31$10,301,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$-2,215,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,190,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,190,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,325,218
Net investment gain or loss from common/collective trusts2012-12-31$1,648,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
2011 : NISOURCE UNION AMENDED AND RESTATED MEDICAL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,454
Total unrealized appreciation/depreciation of assets2011-12-31$1,454
Total transfer of assets to this plan2011-12-31$15,385,796
Total transfer of assets from this plan2011-12-31$10,738,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$98,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$128,476
Total income from all sources (including contributions)2011-12-31$-879,923
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$83,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$149,174,039
Value of total assets at beginning of year2011-12-31$145,520,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83,394
Total interest from all sources2011-12-31$-613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,691,468
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,691,468
Administrative expenses professional fees incurred2011-12-31$83,394
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$98,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$98,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$128,476
Value of net income/loss2011-12-31$-963,317
Value of net assets at end of year (total assets less liabilities)2011-12-31$149,075,727
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$145,391,528
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$137,583,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$135,131,764
Value of interest in common/collective trusts at end of year2011-12-31$10,301,923
Value of interest in common/collective trusts at beginning of year2011-12-31$10,084,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,190,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$303,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$303,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,789,713
Net investment gain or loss from common/collective trusts2011-12-31$217,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
2010 : NISOURCE UNION AMENDED AND RESTATED MEDICAL 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$126,653,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$128,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$18,756,648
Total loss/gain on sale of assets2010-12-31$2,874
Total of all expenses incurred2010-12-31$19,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$145,520,004
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,087
Total interest from all sources2010-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,230,015
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,230,015
Administrative expenses professional fees incurred2010-12-31$19,087
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$128,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Value of net income/loss2010-12-31$18,737,561
Value of net assets at end of year (total assets less liabilities)2010-12-31$145,391,528
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$135,131,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$10,084,991
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$303,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$16,196,599
Net investment gain or loss from common/collective trusts2010-12-31$1,327,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$2,874

Form 5500 Responses for NISOURCE UNION AMENDED AND RESTATED MEDICAL

2014: NISOURCE UNION AMENDED AND RESTATED MEDICAL 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2013: NISOURCE UNION AMENDED AND RESTATED MEDICAL 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: NISOURCE UNION AMENDED AND RESTATED MEDICAL 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: NISOURCE UNION AMENDED AND RESTATED MEDICAL 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: NISOURCE UNION AMENDED AND RESTATED MEDICAL 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo

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