Who We Serve > Unions

Unions



The Bonadio Group (TBG) 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.

Click to read our latest peer review report.

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


Exceeding Expectations with Extraordinary Professionals

TBG’s mission statement calls upon us “to be our clients’ most trusted business advisor and to consistently exceed their expectations.” We invite you to click here for the bio of Ken Pink, TBG’s partner in charge of our government, compliance and labor team. You’ll discover why labor unions throughout upstate New York have made Ken and his team their trusted business advisors.

Spotlights

In addition to the quality of our accounting and audit services, a key differentiator making TBG the firm of choice for labor unions from Albany to Jamestown is the scope, depth and breadth of special services we bring to the table.

We call these “SPOTLIGHTS”, and urge you to spend a few more moments with us, exploring the practical, proactive and innovative faces of The Bonadio Group. Our solutions will help you reach your financial, compliance, management and personal goals.


Thought Leadership, Innovation and Viewpoints

Bonadio Viewpoints Podcasts for Labor Unions

Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights and information on contemporary accounting, tax, business management and wealth management issues. Each Viewpoint is available in a printable format and as a downloadable MP3 which can be played directly in your browser.

Click here for Government, Compliance and Labor Viewpoints.


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
  • Training of new Fund Managers and office staff
  • Preparation of annual union, fund and cost share budgets
  • Payroll audits of signatory contractors
  • Staff training
  • DOL and IRS investigation support services
  • Litigation support services

The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.