Calibre CPA Group PLLC

Privacy Notice | Site Map

A member of KS International

Industries > Employee Benefit Funds

[+] Associations and Not-for-Profits

[+] Business Enterprises

[-] Employee Benefit Funds

[+] Brochure (PDF)

[+] C-Bulletin Alerts (PDF)

[+] Claims Audit

[+] C-Bulletin Newsletter (PDF)

[+] Payroll (Employer) Compliance

[+] Labor Organizations

Related Industry Links

[+]	AICPA Employee Benefit Plan Quality Center (EBPAQC)

[+]	American Institute of Certified Public Accountants (AICPA)

[+]	Department of Labor (DOL) Employee Benefit Security Administration

[+]	ERISA Reporting Forms (5500)

[+]	Employee Benefit Research Institute (EBRI)

[+]	International Foundation of Employee Benefit Plan (IFEBP)

[+]	National Coordinating Committee for Multiemployer Pans (NCCMP)

[+]	Pension Benefit Guaranty Corporation (PBGC)

Print this page

Email this page

Employee Benefit Funds

Approximately 80% of Calibre CPA Group’s clientele is comprised of tax exempt entities, particularly employee benefit funds and as such, we serve as auditors to more than 140 employee benefit funds around the country. Our clients consist of employee benefit plans of all sizes – from small plans with less than $500,000 plan assets and 100 participants, to those with assets of $8 billion and over 100,000 participants. The plans we audit represent a broad spectrum of Taft-Hartley and ERISA funds, including both defined benefit and defined contribution pension plans, retirement, health and welfare benefit plans, 401(k)s, profit sharing plans, vacation plans, training funds, and more.

How Can Calibre CPA Group Help Me?

The administration of employee benefit plans is a complex and tedious process. As specialists in this ever-changing and complex area, Calibre CPA Group can help you with recommendations and assistance to ensure your plans are in compliance with federal laws and accounting principles. Some areas that we’ve provided assistance include:

Financial statement audit and preparation of IRS/DOL reporting and disclosure forms
Payroll audits of participating employers (for multiemployer plans)
Claims audits
Computation of fidelity bonding requirements
Preparation of participant statements and other notifications
Participant record-keeping and internal control analysis
Analysis of plan operations
Advice on cost allocation studies

Why Should I Use Calibre CPA Group?

INDUSTRY EXPERIENCE
Over the years, our specialists have served funds from professional service organizations, construction, medical, and printing industries, to multinational conglomerates. Our goal is to help our clients’ maximize their plans’ operations, so they can offer the best benefits packages to their employees.

INDUSTRY KNOWLEDGE
Our firm has dedicated employee benefits professionals whose responsibility is to service our client’s employee benefit plans. A number of our staff are active members of the International Foundation of Employee Benefit Plans (IFEBP) and the firm is a member of the Employee Benefit Plan Audit Quality Center (a division of the AICPA). Our professionals work diligently to stay abreast of all the legislative and regulatory issues of the day and regularly interact with Department of Labor and Internal Revenue Service personnel on behalf of our clients.

Want to Know More?

For more information about our Employee Benefit Fund practice or our other services, let us know your needs:

Plan Assets ($)

Fiscal Year End

# Plan Participants

Please input the object name into the field below
(The word in red color only)

Or you can contact us contact us or call 1.866.464.2839

Back to top

Contact us at info@calibrecpa.com or call 1.866.464.2839

1850 K Street NW, Suite 1050, Washington, DC 20006 • 202.331.9880 phone • 202.331.9890 fax
Civic Opera Building, 20 North Wacker Drive, Suite 900, Chicago, IL 60606 • 312.920.9400 phone • 312.920.9494 fax
© Calibre CPA Group