CALIBRE CPA GROUP, PLLCauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024

CALIBRE CPA GROUP, PLLC was named as the independent auditor on 49 large-plan Form 5500 filings for plan year 2024, covering $13.0B in plan assets. 47 of those audits carried an unmodified (clean) opinion. 2 received a disclaimer of opinion, which is common for plans electing the limited-scope (ERISA 103(a)(3)(C)) audit rather than a sign of trouble.

Audits by year
20251 plans
202449 plans
202345 plans
202243 plans
20201 plans
20191 plans

Plans audited by CALIBRE CPA GROUP, PLLC49
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES MD$2.9B
OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND NJ$1.5B
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUND CA$1.1B
TRUSTEES OF THE NECA-IBEW LOCAL 176 PENSION TRUST FUND IL$723.9M
TRUSTEES OF WISCONSIN NECA-IBEW WI$715.2M
BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUND NY$589.6M
BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT WI$433.0M
BOARD OF TRUSTEES-LOCAL 701 RETIREMENT SAVINGS FUND IL$417.4M
BOARD OF TRUSTEES-SMART LOCAL 265 SUPP RET SVGS PLAN IL$377.8M
BOARD OF TRUSTEES-LOCAL 63 DEFINED CONTRIBUTION PENSION FUND IL$338.0M
IBEW LOCAL UNION 14 WI$337.4M
TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP IL$331.7M
TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUND KY$310.2M
BOARD OF TRUSTEES,CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CAL CA$272.3M
BOARD OF TRUSTEES OF THE HRSA-ILA ANNUITY & SAVINGS PLAN VA$254.0M
INTERNATIONAL UNION, UAW MI$212.8M
GREEN BAY ELECTRICAL WORKERS WI$176.2M
BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN VA$162.0M
NECA LOCAL 145 I.B.E.W ANNUITY AND PROFI IL$161.7M
NORTHERN ILLINOIS ANNUITY FUND WA$160.2M
TRUSTEE & BOARD OF DIRECTORS OF AFL-CIO DEFERRED COMPENSATION PLAN DC$154.6M
BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND UT$153.8M
BOARD OF TRUSTEES TEAMSTERS LOCAL 802 ANNUITY FUND NY$142.5M
LAKE COUNTY PLASTERERS & CEMENT MASONS R IL$136.6M
BOARD OF TRUSTEES MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' ANNUITY MD$125.7M
BOARD OF TRUSTEES OF THE UW OF A DEFERRED COMPENSATION PLAN MI$100.4M
BD OF TRUSTEES AUTOMOBILE MECHANICS LOCAL NO 701 DEFINED CONTRIBUTION IL$82.8M
NATIONAL TREASURY EMPLOYEES UNION DC$67.2M
TRUSTEES -OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY F WI$59.6M
BOLAND TRANE SERVICES, INC. MD$56.2M
BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN MD$51.7M
TRSTEES MACH MVRS,RIGGERS&MACH EREC LOCAL 136 DEF. CONT. RETIRE. FUND IL$46.2M
BOARD OF TRUSTEES OF LOCAL 553 DEFERRED COMPENSATION FUND NY$45.3M
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 ANNUITY FUND NJ$32.7M
BOARD OF TRUSTEES OF LOCAL 813 SAVINGS AND THRIFT TRUST FUND NY$30.5M
IAFF FIRE FIGHTERS DC$28.4M · disclaimer of opinion
CNFA DC$25.2M
INTERNATIONAL UNION, UAW MI$20.6M
MANDEX, INC. VA$18.6M
BOLAND TRANE SERVICES, INC. MD$17.9M
NATIONAL TREASURY EMPLOYEES UNION DC$17.2M
EAST CENTRAL IL PIPE TRADES 401 (K) PLAN IL$16.0M
TRUSTEES OF THE SMW LOCAL 218(D) DEFINED CONTRIBUTION PLAN IN$15.3M
TRUSTEES OF LOCAL 743 IB OF T IL$14.6M
BOARD OF TRUSTEES OF UNITED TEAMSTER ANNUITY FUND NY$9.3M
TRUSTEES OF TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN IL$7.5M
TRUSTEES OF LOCAL 780 I.A.T.S.E. 401(K) PLAN FL$5.0M
TRUSTEES OF LOCAL 780 I.A.T.S.E. 401(K) PLAN FL$5.0M
GOVERNED UNITED SECURITY PROFESSIONALS MD$2.9M · disclaimer of opinion

Source: DOL Form 5500 Schedule H accountant information, plan year 2024. Firm names appear as reported by plan sponsors.