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 36 large-plan Form 5500 filings for plan year 2024, covering $6.2B in plan assets. 34 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
20252 plans
202436 plans
202333 plans
202239 plans
20191 plans
20181 plans

Plans audited by CALIBRE CPA GROUP PLLC36
BOARD OF TRUSTEES OF THE CENTRAL SOUTH CARPENTERS AND MILLWRIGHTS DEFI TN$1.2B
BOARD OF TRUSTEES OF I.A.M. NATIONAL 401(K) FUND DC$971.1M
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL WA$706.7M
JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NE PA$496.0M
BOARD OF TRUSTEES OF METAL LATHERS LOCAL 46 ANNUITY FUND NY$328.3M
BRICKLAYERS AND TROWEL TRADES INTERNATIONAL PENSION FUND DC$265.0M
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES DC$245.5M
BOARD OF TRUSTEES OF THE LIUNA NATIONAL 401K RETIREMENT SAVINGS PLAN DC$181.3M
AMERICAN PSYCHOLOGICAL ASSOCIATION DC$164.0M
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN NY$153.8M
PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS FUND MD$143.8M
BOARD OF TRUSTEES OF THE USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN NJ$127.8M
BOARD OF TRUSTEES, ELECTRICAL WORKERS IBEW LOCAL 163 ANNUITY FUND NJ$123.3M
THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC. NY$116.3M
BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN NY$113.5M
SERVICE EMPLOYEES INTERNATIONAL UNION DC$108.3M
RADIO FREE ASIA DC$105.7M
COMMUNICATIONS WKRS OF AMERICA DC$103.0M
BRD OF TRUSTEES OE 37 S&A FUND MD$83.0M
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES DC$59.2M
SERVICE EMPLOYEES INTERNATIONAL UNION DC$56.1M
BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION FL$50.7M
BOARD OF TRUSTEES IBEW LOCAL 704 RETIREMENT INCOME PLAN IL$48.2M
AMERICAN CENTER FOR INTERNATIONAL DC$35.0M · disclaimer of opinion
RADIO FREE ASIA DC$25.0M
INTERNATIONAL ASSOCIATION OF FIRE CHIEFS VA$22.4M
UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES MD$21.0M
DONOHOE HOSPITALITY SERVICES MD$18.5M
BOARD OF TRUSTEES OF THE BAC STAFF 401(K) PLAN DC$18.2M
CENTER FOR SCIENCE IN THE PUBLIC INTEREST DC$17.2M · disclaimer of opinion
UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 770 CA$15.0M
THE BARTLEY CORPORATION MD$10.2M
SEIU LOCAL 521 CA$9.4M
CARPENTERS SOUTHWEST ADMINISTRATIVE CORP. CA$6.5M
BD OF TRUSTEES - MILLWRIGHT L.U. NO. 1554 SUPPLEMENTAL PENSION PLAN TN$0
JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN TN$0

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