SCHULTHEIS & PANETTIERI, LLPauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024

SCHULTHEIS & PANETTIERI, LLP was named as the independent auditor on 37 large-plan Form 5500 filings for plan year 2024, covering $23.1B in plan assets. 37 of those audits carried an unmodified (clean) opinion.

Audits by year

20253 plans

202437 plans

202335 plans

202234 plans

Plans audited by SCHULTHEIS & PANETTIERI, LLP37
BOARD OF TRUSTEES OF THE NYDCC ANNUITY FD NY$3.7B
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUND MA$2.3B
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND PA$2.2B
BOARD OF TRUSTEES ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO NY$2.1B
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO NY$1.8B
BOARD OF TRUSTEES I.A.T.S.E. ANNUITY FUND NY$1.4B
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND NY$1.2B
BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E. NY$1.2B
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUND NY$932.0M
BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B ANNUITY FUND NY$855.1M
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUND MA$724.5M
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND NY$662.6M
BOARD OF TRUSTEES OF THE EQUITY LEAGUE 401K PLAN NY$556.8M
BOARD OF TRUST OF THE ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LI NY$445.4M
BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND NY$428.4M
BOARD OF TRUSTEES IUOE LOCAL 478 ANNUITY FUND CT$377.2M
BOARD OF TRUSTEES THE LEGAL AID SOCIETY STAFF ATTORNEYS PEN. PLAN NY$284.4M
BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R NY$252.9M
BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUND NJ$245.3M
BD OF TRUSTEES OF SHEET METAL WORKERS UNION L38 PROFIT SHARING FD NY$213.4M
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY NY$209.6M
BOARD OF TRUSTEES ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12 NY$200.2M
BOARD OF TRUSTEES GENERAL BUILDING LAB LOCAL 66 ANNUITY FUND NY$141.1M
TREASURERS & TICKET SELLERS LOCAL 751 ANNUITY FUND BD OF TRUSTEES NY$137.4M
BOARD OF TRUSTEES AGMA RETIREMENT PLAN PA$116.8M
BOARD OF TRUSTEES OF THE IATSE LOCAL 764 401K PLAN NY$99.8M
BOARD OF TRUSTEES BRICKLAYERS SUPPLEMENTAL ANNUITY FUND NY$94.3M
BOARD OF TRUSTEES I.U.O.E. LOCAL 98 ANNUITY FUND MA$93.6M
BOARD OF TRUSTEES LOCAL 807 PROFIT SHARING PLAN NY$67.3M
BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE NJ$59.3M
BOARD OF TRUSTEES DERRICKMENS ANNUITY FUND, LOCAL 197 NY$44.0M
LOCAL UNION NO. 3, IBEW, AFL-CIO NY$31.5M
BOARD OF TRUSTEES OF THE STAGE EMPLOYEES LOCAL NO. 18 RETIREMENT PLAN WI$16.7M
THE MINOR LEAGUE BASEBALL PLAYERS 401(K) PLAN COMMITTEE PA$11.4M
HEALTHCARE STAFFING & CONSULTANTS, LLC NJ$8.3M
ADVANTAGE REHABILITATION SERVICES LLC NJ$7.8M
GRACE HEALTHCARE SERVICES, LLC NJ$7.0M

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