Engagement · Lighthouse Insurance Mutual

ENG-2070 — Lighthouse Insurance statutory audit

Statutory insurance audit; reserves, claims liability, reinsurance recoverables.

Engagement risk flags

PBC-1050 (bank reconciliation March 2026) is overdue 5 days. Westbrook contact (Sarah Kim) was notified; escalation recommended.
2 exceptions awaiting partner disposition. Resolve before sign-off can proceed.

Retainer

Budget

$52,000

$24,000 consumed (46%)

Project manager

Aisha Patel

Marcus Sterling (account lead)

Timeline

Apr 28, 2026 → Jul 5, 2026

Last status: May 12, 2026

Milestones (1)

Milestone-level cadence drives the weekly status report.

A1 · Fieldwork
Primary fieldwork area for this engagement.
target May 9, 2026
In progress

Workpapers (4)

Submit → client review → accept flow. Each workpaper has acceptance criteria, versions, and a 3-day review window by default.

Code	Title	Owner	Status
WP-207001	ENG-2070 workpaper 1	Elena Vasquez	Accepted
WP-207004	ENG-2070 workpaper 4	Elena Vasquez	In progress
WP-207002	ENG-2070 workpaper 2	Elena Vasquez	In review
WP-207003	ENG-2070 workpaper 3	Elena Vasquez	Prepared for review