Who We Serve > Unions

Unions



The Bonadio Group brings a wealth of accounting and management consulting experience to a diverse range of union, pension plan, and health and welfare benefit plan clients. Whether it’s conducting an audit, preparing financial statements or annual reports, or even investigating fraud and abuse, our team of auditors and consultants has the expertise you seek.

The quality of our mix of traditional auditing, accounting and management consulting services, and the expertise of our staff make us one of the most sought after CPA firms in the market for trade unions of all kinds and sizes. We currently serve local unions; defined benefit and contribution pension plans; self-insured, fully insured and combination health and welfare defined benefit and contribution plans; district councils and organizing funds; joint apprentice and training funds; and related non-profit building corporations.

For further information on TBG’s services for unions,
call us at (800) 487-7624 or contact us.



Services for Unions

  • Annual audits in compliance with ERISA and DOL regulations
  • Preparation of financial statements
  • Preparation of Annual Forms 990, 5500, and Summary Annual Reports
  • Preparation of PBGC insurance applications
  • Preparation of Labor Management reports including LM-2's, LM-10's
  • Preparation of booking services, investments and year end closing entries
  • Presentation of annual financial statements and financial statistics to the trustees
  • Preparation of periodic Union reports to their respective International Organization
  • Interim compiled or reviewed financial statements
  • Fund Manager executive recruiting and office staff searches
  • Training of new Fund Managers and office staff
  • Preparation of annual union, fund and cost share budgets
  • Payroll audits of signatory contractors
  • Human Resources studies including reviewing administrative processes, procedures and time management
  • Staff training
  • DOL and IRS investigation support services
  • Litigation support services

The Bonadio Group is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory, and financial services.
With offices in Rochester, Buffalo, Syracuse, Geneva, and Perry, we serve the needs of commercial, small business, public, not-for-profit, and individual clients.