Civic Intelligence

Nisource Union Life and Medical Benefits

EIN 51-0344224 • 501(c)9 • Merrillville, IN

View Organization Page

Profile

Provide life and medical insurance benefits

801 East 86th AvenueMerrillville, IN 46410

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

45th percentile

5.8%

Faster asset growth than 45% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

62%

Faster revenue growth than 93% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$47,307,685

Up $2,593,265 (+5.8%) from 2023

Liabilities

Up

$60,158

Up $6,068 (+11%) from 2023

Net Assets

Up

$47,247,527

Up $2,587,197 (+5.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin89th percentile

Revenue

Up

$3,506,172

Up $1,344,712 (+62%) from 2023

Expenses

Down

$1,967,714

Down $16,331 (-0.8%) from 2023

Net Income

Up

$1,538,458

Up $1,361,043 (+767%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $15,851,749Liabilities 2010: $13,364Net Assets 2010: $15,838,3852010Assets 2011: $15,461,836Liabilities 2011: $10,224Net Assets 2011: $15,451,6122011Assets 2012: $17,325,007Liabilities 2012: $9,443Net Assets 2012: $17,315,5642012Assets 2013: $19,995,000Liabilities 2013: $13,675Net Assets 2013: $19,981,3252013Assets 2014: $132,824,813Liabilities 2014: $108,274Net Assets 2014: $132,716,5392014Assets 2015: $66,332,783Liabilities 2015: $111,959Net Assets 2015: $66,220,8242015Assets 2016: $38,302,998Liabilities 2016: $53,703Net Assets 2016: $38,249,2952016Assets 2017: $41,778,412Liabilities 2017: $41,727Net Assets 2017: $41,736,6852017Assets 2018: $37,433,541Liabilities 2018: $49,277Net Assets 2018: $37,384,2642018Assets 2019: $42,624,622Liabilities 2019: $44,369Net Assets 2019: $42,580,2532019Assets 2020: $48,085,910Liabilities 2020: $37,576Net Assets 2020: $48,048,3342020Assets 2021: $51,382,949Liabilities 2021: $36,137Net Assets 2021: $51,346,8122021Assets 2022: $40,957,085Liabilities 2022: $54,271Net Assets 2022: $40,902,8142022Assets 2023: $44,714,420Liabilities 2023: $54,090Net Assets 2023: $44,660,3302023Assets 2024: $47,307,685Liabilities 2024: $60,158Net Assets 2024: $47,247,5272024

Highlighted filing

2024

Assets$47,307,685
Liabilities$60,158
Net Assets$47,247,527
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $389,5732010Expenses 2011: $368,9792011Expenses 2012: $414,1112012Revenue 2013: $771,852Expenses 2013: $400,395Net Income 2013: $371,4572013Revenue 2014: $14,258,677Expenses 2014: $5,359,219Net Income 2014: $8,899,4582014Revenue 2015: $5,026,651Expenses 2015: $4,010,155Net Income 2015: $1,016,4962015Revenue 2016: $3,056,218Expenses 2016: $2,282,808Net Income 2016: $773,4102016Revenue 2017: $2,865,247Expenses 2017: $2,630,974Net Income 2017: $234,2732017Revenue 2018: $1,777,524Expenses 2018: $2,677,642Net Income 2018: -$900,1182018Revenue 2019: $2,173,344Expenses 2019: $2,352,224Net Income 2019: -$178,8802019Revenue 2020: $2,602,164Expenses 2020: $1,700,721Net Income 2020: $901,4432020Revenue 2021: $3,190,643Expenses 2021: $1,752,510Net Income 2021: $1,438,1332021Revenue 2022: $1,926,734Expenses 2022: $2,460,557Net Income 2022: -$533,8232022Revenue 2023: $2,161,460Expenses 2023: $1,984,045Net Income 2023: $177,4152023Revenue 2024: $3,506,172Expenses 2024: $1,967,714Net Income 2024: $1,538,4582024

Highlighted filing

2024

Revenue$3,506,172
Expenses$1,967,714
Net Income$1,538,458
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,307,685
Liabilities
$60,158
Net assets
$47,247,527
Revenue
$3,506,172
Expenses
$1,967,714
Net income
$1,538,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.3$0.06$47.2$3.51$1.97$1.54
2023Detailed filing. Detailed filing data is available for this year.$44.7$0.05$44.7$2.16$1.98$0.18
2022Detailed filing. Detailed filing data is available for this year.$41.0$0.05$40.9$1.93$2.46$0.53
2021Detailed filing. Detailed filing data is available for this year.$51.4$0.04$51.3$3.19$1.75$1.44
2020Detailed filing. Detailed filing data is available for this year.$48.1$0.04$48.0$2.60$1.70$0.90
2019Detailed filing. Detailed filing data is available for this year.$42.6$0.04$42.6$2.17$2.35$0.18
2018Detailed filing. Detailed filing data is available for this year.$37.4$0.05$37.4$1.78$2.68$0.90
2017Detailed filing. Detailed filing data is available for this year.$41.8$0.04$41.7$2.87$2.63$0.23
2016Detailed filing. Detailed filing data is available for this year.$38.3$0.05$38.2$3.06$2.28$0.77
2015Detailed filing. Detailed filing data is available for this year.$66.3$0.11$66.2$5.03$4.01$1.02
2014Summary only. Only limited summary data is available for this year.$133$0.11$133$14.3$5.36$8.90
2013Detailed filing. Detailed filing data is available for this year.$20.0$0.01$20.0$0.77$0.40$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.01$17.3$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.01$15.5$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.01$15.8$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$8,178,818
Mission and Program Overview

Mission

Provide life and medical insurance benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$44,660,330$47,247,527▲ $2,587,197
Investments in Publicly Traded Securities$37,594,703$40,000,168▲ $2,405,465
Investments Other Securities$7,064,949$7,244,439▲ $179,490
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$44,714,420$47,307,685▲ $2,593,265
Other Assets Total$54,768$63,078▲ $8,310
Liabilities
Accounts Payable and Accrued Expenses$54,090$60,158▲ $6,068
Total Liabilities$54,090$60,158▲ $6,068
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,660,330$47,247,527▲ $2,587,197
Total Liabilities and Net Assets / Fund Balance$44,714,420$47,307,685▲ $2,593,265

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,244,439--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Brett Radulovich - PastAgent of Pln Administrator
Gunnar GodeAgent of Pln Administrator
Jillian HansenAgent of Pln Administrator
Kimberly CartellaAgent of Pln Administrator
Lacey Doles - NewAgent of Pln Administrator
Melanie BermanAgent of Pln Administrator
Tchapo NapoeAgent of Pln Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$132,500
Investment Income
$3,373,672
Other Revenue
$0
Change in Net Assets
$1,538,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,894,552
Fees for Services Accounting---$30,009
Fees for Services Legal---$28,120
Fees for Service Investment Mgmnt Fees---$15,033
Total Functional Expenses$0$0$0$1,967,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Nisource Union Life and Medical Benefits
EIN
51-0344224
Phone
2196475990
Address
801 EAST 86TH AVENUE, MERRILLVILLE, IN 46410

Signing Officer

Name
Tchapo Napoe
Title
VP & Treasurer, Corporate Finance
Phone
3802683951
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tchapo Napoe
Formed
1993
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BLVD SUITE 103, SCHERERVILLE, IN 46375
Preparer
Adam Simaga
Phone
3123680500
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

Raw XML Appendix383 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt07244439
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF ASSETS BETWEEN TRUSTS -12,530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PAGE 12, PART XII - FINANCIAL STATEMENTS:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0352108964
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER/SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NISOURCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0801 E 86TH AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MERRILLVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd046410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NISOURCE UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NISOURCE NON-UNION LIFE AND MEDICAL BENEFITS VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NORTHERN INDIANA PUBLIC SERVICE CO HEALTH AND MED BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0223203498
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1223203500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2206907686
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3351883904
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE LIFE & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS & THEIR DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDES HEALTH INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd146410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd246410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd346410
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt044714420
IRS990/TotalAssetsEOYAmt047307685
IRS990/TotalAssetsGrp/BOYAmt044714420
IRS990/TotalAssetsGrp/EOYAmt047307685
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01967714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054090
IRS990/TotalLiabilitiesEOYAmt060158
IRS990/TotalLiabilitiesGrp/BOYAmt054090
IRS990/TotalLiabilitiesGrp/EOYAmt060158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044660330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047247527
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0132500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03373672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0132500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03506172
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044714420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047307685
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 EAST 86TH AVENUE
IRS990/USAddress/CityNm0MERRILLVILLE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046410
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TCHAPO NAPOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TREASURER, CORPORATE FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03802683951
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NISOURCE UNION LIFE AND MEDICAL BENEFITS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NISO
ReturnHeader/Filer/EIN0510344224
ReturnHeader/Filer/PhoneNum02196475990
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 EAST 86TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0MERRILLVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046410
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 INDIANAPOLIS BLVD SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHERERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046375
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM SIMAGA
ReturnHeader/ReturnTs02025-11-05T12:00:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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