I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Sponsoring company profile

Company Name:	I.B.E.W. LOCAL 97
Employer identification number (EIN):	161456713
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ANTHONY J. BUGGE	2024-03-04	ANTHONY J. BUGGE	2024-03-04
001	2022-01-01	ANTHONY J. BUGGE	2023-04-13	ANTHONY J. BUGGE	2023-04-13
001	2021-01-01	THEODORE SKERPON	2022-03-04	THEODORE SKERPON	2022-03-04
001	2020-01-01	THEODORE SKERPON	2021-02-05	THEODORE SKERPON	2021-02-05
001	2019-01-01	THEODORE SKERPON	2020-03-23	THEODORE SKERPON	2020-03-23
001	2018-01-01	THEODORE SKERPON	2019-03-25	THEODORE SKERPON	2019-03-25
001	2017-01-01	THEODORE SKERPON	2018-03-12	THEODORE SKERPON	2018-03-12
001	2016-01-01	THEODORE SKERPON	2019-01-02	THEODORE SKERPON	2019-01-02
001	2015-01-01	THEODORE SKERPON	2016-07-05	THEODORE SKERPON	2016-07-05
001	2014-01-01	THEODORE SKERPON	2015-07-23	THEODORE SKERPON	2015-07-23
001	2013-01-01	THEODORE J SKERPON	2014-04-25	THEODORE J SKERPON	2014-04-25
001	2012-01-01	THEODORE SKERPON	2013-02-14	THEODORE SKERPON	2013-02-14
001	2011-01-01	THEODORE SKERPON	2012-03-16	THEODORE SKERPON	2012-03-16
001	2010-01-01	THEODORE SKERPON	2011-02-04	THEODORE SKERPON	2011-02-04
001	2009-01-01	MARTIN J. CURRIER		MARTIN J. CURRIER	2010-07-13

Plan Statistics for I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2009: I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST

Form 5500 Responses for I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST

Potentially related plans

• I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN A [EIN = 866049763]
• I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN [EIN = 566134297]
• I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN [EIN = 260557668]
• I.B.E.W. LOCAL NO. 106 PENSION PLAN [EIN = 166126150]
• I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND [EIN = 116043757]
• I.B.E.W. LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN [EIN = 236538183]
• I.B.E.W. LOCAL NO. 728 PENSION FUND [EIN = 596510428]
• I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN [EIN = 236538183]
• I.B.E.W. LOCAL 38 PENSION PLAN [EIN = 346574238]
• I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN [EIN = 203824733]
• I.B.E.W. LOCAL 873 MONEY PURCHASE PLAN AND TRUST [EIN = 350415484]
• I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B [EIN = 886023284]
• I.B.E.W. LOCAL NO. 117 VACATION FUND [EIN = 237190292]
• I.B.E.W. LOCAL UNION NO. 90 PENSION FUND [EIN = 066077020]
• I.B.E.W. LOCAL 456 PENSION PLAN [EIN = 226238995]
• I.B.E.W. LOCAL UNION NO 357 PENSION PLAN A [EIN = 886023284]
• I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND [EIN = 592794330]
• I.B.E.W. LOCAL UNION NO. 77 COLLECTIVE BARGAINING RETIREMENT PLAN [EIN = 910267950]
• I.B.E.W. LOCAL 246 RETIREMENT PLAN [EIN = 341302212]
• I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN [EIN = 910267950]
• I.B.E.W. LOCAL 910 PENSION FUND [EIN = 166149240]
• I.B.E.W. LOCAL 139 ANNUITY PLAN [EIN = 516029959]
• I.B.E.W. LOCAL 1430 WELFARE FUND [EIN = 131835737]
• I.B.E.W. LOCAL 673 PROFIT SHARING ANNUITY PLAN [EIN = 346661994]
• I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN [EIN = 740706092]
• I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN [EIN = 232491281]
• I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST [EIN = 351501496]
• I.B.E.W. LOCAL UNION NO. 124 ANNUITY PLAN [EIN = 431269910]
• I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND [EIN = 166053626]
• I.B.E.W. LOCAL 1049 VACATION FUND [EIN = 113322904]
• I.B.E.W. LOCAL NO. 490 ANNUITY FUND [EIN = 026075267]
• I.B.E.W. LOCAL NO. 8 401(K) PLAN [EIN = 346596899]
• I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN [EIN = 222317253]
• I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN [EIN = 431269910]
• I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST [EIN = 901065945]
• I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN [EIN = 736153191]
• I.B.E.W. LOCAL 910 ANNUITY FUND [EIN = 226447520]
• I.B.E.W. LOCAL 1253 RETIREMENT PLAN [EIN = 016045419]
• I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B [EIN = 866049763]
• I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST [EIN = 351450886]
• I.B.E.W. LOCAL 540 SECURITY PLAN [EIN = 340225473]
• I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN [EIN = 030275174]
• I.B.E.W. LOCAL 38 FRINGE BENEFIT FUNDS, INC. 401(K) PLAN [EIN = 341381893]
• I.B.E.W. LOCAL UNION NO. 595 VACATION PLAN [EIN = 943161563]
• I.B.E.W. LOCAL 139 PENSION PLAN [EIN = 516029960]
• I.B.E.W. LOCAL 1260 INSURANCE TRUST [EIN = 990169058]
• I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND [EIN = 440569165]
• I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST [EIN = 133375107]
• I.B.E.W. LOCAL 25 VACATION AND HOLIDAY TRUST FUND [EIN = 111730718]
• I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND [EIN = 231613860]
• I.B.E.W. LOCAL NO. 106 ANNUITY PLAN [EIN = 166126150]
• I.B.E.W. LOCAL 17 HEALTH AND WELFARE FUND [EIN = 237080551]
• I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND [EIN = 237091957]
• I.B.E.W. LOCAL NO. 704 401(K) PLAN [EIN = 420328998]
• I.B.E.W. LOCAL 1579 PENSION PLAN [EIN = 581254974]
• I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND [EIN = 866056282]
• I.B.E.W. LOCAL 490 PENSION FUND [EIN = 026026500]
• I.B.E.W. LOCAL 1579 HEALTH PLAN [EIN = 237000786]
• I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND [EIN = 232088170]
• I.B.E.W. LOCAL 1158 ANNUITY PLAN [EIN = 220886457]
• I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN [EIN = 866049763]
• I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN [EIN = 596134297]

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