NOVAK FRANCELLA, LLCauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024

NOVAK FRANCELLA, LLC was named as the independent auditor on 71 large-plan Form 5500 filings for plan year 2024, covering $12.2B in plan assets. 70 of those audits carried an unmodified (clean) opinion.

Audits by year

20252 plans

202471 plans

202368 plans

202260 plans

Plans audited by NOVAK FRANCELLA, LLC71
LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN PA$1.3B
TRUSTEES OF IBEW LOCAL UNION NO.126 RETIREMENT PLAN PA$1.0B
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLAN NY$961.0M
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND NY$879.1M
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST CT$868.1M
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES PA$795.0M
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- MD$634.6M
BD OF TRUSTEES IUOE LOCAL 30 ANNUITY FUND NY$533.2M
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUND MA$524.9M
BD OF TRUSTEES OF THE SMW ANNUITY FUND PA$474.0M
PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN MD$391.6M
BRICKLAYERS LOCAL 1 OF PA/DE ANNUITY FUND PA$347.8M
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES CT$274.0M
INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUND PA$219.2M
PLUMBER & STEAMFITTERS 72 DEFINED CONTRIB FUND FL$162.2M
SHEET METAL WORKERS LOCAL 100 401K PLAN OR$161.2M
IBEW LU # 654 PENSION FUND TRUSTEES NJ$156.9M
BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 ANNU MA$151.2M
UNITED ASSOCIATION LOCAL 322 ANNUITY FUND NJ$148.5M
MID-ATLANTIC STATES DISTRICT COUNCIL PARTICIPATING LOCALS ANNUITY FUND VA$148.5M
BOARD OF TRUSTEES OF IUJAT 401K RETIREMENT TRUST CT$139.5M
BOARD OF TRUSTEES UFCW LOCAL 342 SAVINGS AND 401(K) NY$124.3M
BOARD OF TRUSTEES ANNUITY FUND IBEW LOCAL 96 CT$109.4M
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN PA$106.3M
BD OF TRUSTEES NECA-IBEW LOCAL UNION NO 35 CT$96.2M
BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUND CT$85.9M
IBEW LOCAL 508 PENSION FUND GA$83.2M
TRUSTEES OF THE IUE-CWA AFL-CIO PENSION FUND PA$82.3M
BOARD OF TRUSTEES IRON WORKERS' LOCALS NO.15 & 424 CT$79.6M
BOARD OF TRUSTEES DRYWALL TAPERS ANNUITY FUND NY$77.3M
BOARD DIRECTORS OF PROFIT SHARING & 401(K) RETIREMENT PLAN LOCAL 567 ME$72.5M
PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES PA$72.5M
NEW JERSEY EDUCATION ASSOCIATION NJ$68.9M
TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES NJ$68.9M
BOARD OF TRUSTEES LOCAL 8A-28A 401(K) NY$61.5M
BOARD OF TRUSTEES LOCAL 338 ANNUITY FUND NY$60.7M
BOARD TRUSTEES WORC PLUMBERS & PIPEFITTERS LOCAL UNION 4 ANNUITY FUND CT$57.7M
BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLAN ME$54.7M
BOARD OF TRUSTEES HOSPITALITY INDUSTRY 401K PLAN MD$54.0M
UNITED STEELWORKERS LOCAL 286 SEVERANCE/ 401(K) PLAN PA$42.0M
JT. BD. OF TRUSTEES OF THE UNITE HERE! LOCAL 54 NJ$40.6M
BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL CT$36.9M
BOARD OF TRUSTEES LOCAL 812 ANNUITY FUND NY$34.2M
BOARD OF TRUSTEES LOCAL 713 ANNUITY FUND NY$33.8M
JOINT BOARD OF TRUSTEE OF I.B.E.W. NH$33.1M
TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN NJ$32.9M
BD TEES ASBESTOS WRKS L 24 PEN FD MD$28.1M
BIMBO BAKERIES USA INC PA$22.0M
BOARD OF TRUSTEES OF UNITED WORKERS PENSION FUND NY$21.5M
LOCAL 1102 401(K) RETIREMENT PLAN NY$21.1M
TRUSTEES OF THE SHEET METAL WORKERS LOCAL 100 (BALTIMORE AREA) ANNUITY MD$21.1M
TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU VT$18.9M
TRUSTEES OF PLASTERERS' LOCAL NO. 8 ANNUITY FUND PA$16.5M
BOARD OF TRUSTEES OF LOCAL 298 ANNUITY FUND NY$15.6M
ESPEY MFG. & ELECTRONICS CORP. NY$15.1M
BOARD OF TRUSTEES HEAT & FROST INSULATORS LOC NO.33 ANNUITY FUND CT$14.1M
BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN CT$12.3M
BOARD OF TRUSTEES ASBESTOS WORKERS SAVINGS PLAN PA$11.8M
BOARD OF TRUSTEES OF DIVISION A ANNUITY FUND NY$11.2M
PAINTERS DISTRICT COUNCIL NO. 21 PA$10.3M
HOTEL AND GAMING TRADES COUNCIL, AFL-CIO NY$9.9M
TRUSTEES OF THE MARBLE,TILE AND TERRAZZO WORKERS MD$9.8M
BUILDING SERVICES LOCAL 2 NY$8.6M
BOARD OF TRUSTEES OF THE RADIO, TV & RECORDING ARTS ANNUITY FUND NJ$6.2M
LABORERS DISTRICT COUNCIL DEFINED CONTRIBUTION RETIREMENT PLAN MD$4.3M
CHAPEL HAVEN SCHLEIFER CENTER CT$3.5M
THE FRANKLIN ACADEMY INC. CT$3.1M
BOARD OF TRUSTEES HOLLOW METAL PENSION FUND NY$2.2M
BOARD OF TRUSTEES, STONE & MARBLE MASONS OF METRO WASH D.C. ANNUITY FU MD$971K
BOARD OF TRUSTEES UFCW NORTHEAST RETIREMENT 401K FUND CT$797K
OPERATIVE PLASTERERS LU NO. 96 PENSION MD$794K

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