Eide Bailly’s dedicated multi-employer team specializes in audit and advisory services for these unique benefit plans.

Eide Bailly’s dedicated multi-employer team specializes in audit and advisory services for these unique benefit plans. We have worked with multiemployer benefit plans of all sizes up to 100,000 total participants and over $1B in assets.

We help you stay informed on applicable laws and regulations, plan structure and operations, funding, unique aspects of plans and obligations, parties of interest and prohibited transactions, and plan expenses.

What We Offer

Our team is nationally recognized and includes specialists in the Employee Retirement Income Security Act (ERISA), Department of Labor (DOL) and Internal Revenue Service (IRS) compliance.

We help clients with:

  • Financial Statement Audits
  • Payroll/Employer Compliance Audits
  • Health Claims Audits
  • Shared Expense Allocation Studies
  • Form 5500 Preparation, Review, and Compliance
  • Form 990 Preparation, Review, and Compliance
  • Trustee Education
  • Internal Control Evaluation and Consulting

We Can Help

The Audit Committees Role
Updates to FASB accounting standards can be challenging to understand and implement. Our team can help you solve compliance issues. 
Let's Talk

Wherever you are in your journey – Eide Bailly can help.

Our team of nationally recognized and experienced employee benefit plan specialists can help you make the most of your multi-employer benefit plan compliance needs.

Audit & Assurance Leadership

Rachael Thomsen

Rachael ThomsenCPA

Partner

Rachael works with clients to help them meet their financial reporting requirements. She offers solutions and expertise related to employee benefit plan compliance and financial reporting for businesses in a variety of industries including construction and distribution.
Jennifer Snow

Jennifer SnowCPA

Partner

Jennifer is in our San Ramon, CA office and works exclusively in auditing employee benefit plans. Her clients include both single-employer and multi-employer plans, including pension, health and welfare, vacation and apprenticeship funds.