2026-09-15T09:47:36-05:00 2025-12-31 550621482 GRAY GRIFFITH & MAYS AC 707 VIRGINIA STREETEASTSUITE 400 CHARLESTON WV 253012711 990 2025-01-01 310965899 IBEW LOCAL 972 VACATION FUND C/O IBEW LOCAL 972 IBEW 7403735054 50 SANDHILL ROAD RENO OH 457738002 MICHAEL E HAUGHT CHAIRMAN 7403735054 2026-09-02 1 J RYAN LINDSAY P01835061 3043459400 2025 MICHAEL E HAUGHT 50 DANDHILL ROAD RENO OH 45773 2029626 0 X N/A X COLLECTIVE BARGAINING AGREEMENT 1967 OH TO COLLECT VACATION FUNDS FROM MULTIPLE EMPLOYER CONTRACTORS AND DISTRIBUTE TO EMPLOYEES OF THE LOCAL UNION. 6 6 0 0 0 0 0 0 1760562 1988249 52049 41377 0 0 1812611 2029626 0 0 1786189 2005417 0 0 0 0 0 26422 24209 1812611 2029626 0 0 1747171 1991457 1747171 1991457 0 0 TO COLLECT VACATION FUNDS FROM MULTIPLE EMPLOYER CONTRACTORS AND DISTRIBUTE TO EMPLOYEES OF THE LOCAL UNION. 0 0 2005417 TO COLLECT VACATION FUNDS FROM MULTIPLE EMPLOYER CONTRACTORS AND DISTRIBUTE TO EMPLOYEES OF THE LOCAL UNION. 2005417 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X PEOPLES BANK 7403733155 138 PUTNAM STREET MARIETTA OH 45750 X JOSHUA GRIFFIN TRUSTEE 1.00 X 0 0 0 JASON WHITE TRUSTEE 1.00 X 0 0 0 MICHAEL E HAUGHT CHAIRMAN 1.00 X X 0 0 0 SCOTT OFFENBERGER SECRETARY 1.00 X X 0 0 0 JAMES ANGERT TRUSTEE 1.00 X 0 0 0 DIRK WALTON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 541300 1988249 1988249 1988249 41377 41377 2029626 1988249 0 41377 2005417 8766 13409 2034 2029626 1586454 78178 1763796 160717 149483 1747171 1991457 1747171 1991457 1747171 1991457 X 0 0 0 0 0 0 0 0 1747171 1991457 0 0 X X 0 1 X 1 0 0 BENEFITS PAYABLE 1991457 1991457 2029626 0 2029626 0 2029626 1785340 0 1785340 244286 244286 2029626 PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFITS LIABILITY ADJUSTMENT 244,286. FORM 990, PART VI, SECTION A, LINE 6 ALL PARTICIPANTS IN THE PLAN ARE CONSIDERED MEMBERS OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A ALL PARTICIPANTS IN THE PLAN ARE PART OF THE LOCAL 972 UNION/COLLECTIVE BARGAINING AGREEMENT, AND THE UNION ELECTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE UPON REQUEST BY ANY PARTICIPANT AND IS REVIEWED BY THE BOARD SECRETARY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST SIGN ANNUAL DISCLOSURE STATEMENTS, DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. DUE TO THE SMALL SIZE OF THE ORGANIZATION, THE ORGANIZATION WOULD LIKELY BECOME AWARE OF ANY CONFLICTS OF INTEREST UPON THEIR CREATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS FOR IBEW LOCAL 972 VACATION FUND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE BOARD OF TRUSTESS SELECTS AND APPROVES AN AUDITOR DURING A BOARD MEETING EACH YEAR. THE AUDITED FINANCIAL STATEMENTS ARE PREPARED USING THE INFORMATION PROVIDED BY THE PLAN ADMINISTRATOR. THE FINANCIAL STATEMENTS ARE THEN REVIEWED BY THE BOARD OF TRUSTEES AT THE CONCLUSION OF THE AUDIT. 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