VEBAs

213 topics in this forum

1. VEBA for Retiree Medical

   By Steelerfan, May 13, 2008
   • 30 replies
   • 8.5k views
   • 
   • Don Levit
   • June 28, 2008

2. VEBA funded with TOHI (TM)

   By Steelerfan, September 7, 2007
   • 29 replies
   • 8k views
   • 
   • Don Levit
   • July 10, 2008

3. Grantor Trust Treated Like a VEBA Trust for Tax Purposes

   By 401 Chaos, October 11, 2007
   • 26 replies
   • 10.7k views
   • 
   • Don Levit
   • January 8, 2008

4. VEBA versus IRC Section 115 Trust for Municipality

   By Guest Patriot190, February 20, 2008
   • 25 replies
   • 14.6k views
   • 
   • J Simmons
   • December 24, 2008

5. VEBA Health Ins.

   By Guest SRC58, March 12, 2008
   • 24 replies
   • 7.3k views
   • 
   • Guest
   • October 6, 2010

6. 990 Requirements for VEBA

   By Guest s_ben, September 18, 2008
   • 23 replies
   • 13.7k views
   • 
   • Guest
   • October 27, 2010

7. Can this VEBA be a MEWA?

   By Guest Fourohonekay, May 16, 2003
   • 22 replies
   • 10.7k views
   • 
   • GBurns
   • May 22, 2003

8. VEBAs and QDROs?

   By Guest Scout, April 24, 2002
   • 21 replies
   • 6.6k views
   • 
   • Ron Snyder
   • May 21, 2002

9. Reimburse medical expenses

   By benpat3, July 18, 2007
   • 21 replies
   • 6.6k views
   • 
   • Steelerfan
   • August 17, 2007

10. VEBA to fund severance

    By Steelerfan, June 14, 2007
    • 20 replies
    • 5.9k views
    • 
    • Steelerfan
    • July 18, 2007

11. H&W plan w Life Insurance

    By Gary, August 8, 2007
    • 18 replies
    • 4k views
    • 
    • Ron Snyder
    • October 10, 2007

12. Gov't agency VEBA for retiree medical

    By Guest Penelope, October 13, 2008
    • 16 replies
    • 4.8k views
    • 
    • Don Levit
    • October 15, 2008

13. Multi-purpose VEBA

    By Guest Dolores Lawrence, November 1, 2002
    • 15 replies
    • 4.1k views
    • 
    • Steve72
    • December 27, 2002

14. Trying to Correct a VEBA Problem

    By mal, July 3, 2007
    • 15 replies
    • 4.2k views
    • 
    • Ron Snyder
    • July 24, 2007

15. Employee pay-all VEBA's

    By Guest CCiolino, May 15, 2002
    • 14 replies
    • 6k views
    • 
    • Ron Snyder
    • May 21, 2002

16. Contacts for Medical Benefits VEBA Funded with Life Insurance

    By QDROphile, May 10, 2007
    • 14 replies
    • 5.2k views
    • 
    • Don Levit
    • June 18, 2007

17. Fidelity Bonds

    By Archimage, January 19, 2005
    • 12 replies
    • 4k views
    • 
    • Lori Friedman
    • January 28, 2005

18. Disqualified VEBA

    By Guest RSNOW, September 2, 2003
    • 12 replies
    • 4k views
    • 
    • Ron Snyder
    • September 18, 2003

19. Wellness Programs and VEBA

    By Guest janetd, July 27, 2007
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • February 22, 2008

20. 990?

    By Guest tintree73, May 24, 2006
    • 12 replies
    • 7.5k views
    • 
    • Lori Friedman
    • March 14, 2007

21. VEBA Spinoff

    By Just Me, June 12, 2008
    • 11 replies
    • 3.7k views
    • 
    • Don Levit
    • June 27, 2009

22. VEBA assets reverting to employer

    By Alonzo, May 11, 2000
    • 11 replies
    • 6.4k views
    • 
    • Guest
    • September 1, 2000

23. Cost to start a VEBA/MEWA?

    By misterfinder, June 13, 2019   

    • veba
    • mewa
    • (and 4 more)

      Tagged with:

      • veba
      • mewa
      • self-funded
      • self-insured
      • union
      • health and welfare plan
    • 11 replies
    • 2.7k views
    • 
    • rocknrolls2
    • September 18, 2019

24. Non-Exempt Trust Funding Welfare Benefits

    By rocknrolls2, May 25, 2016   

    • Form K-1 Issuance
    • 11 replies
    • 4.4k views
    • 
    • david rigby
    • June 3, 2016

25. Multiple Employer VEBAs and state regulation

    By Don Levit, July 7, 2005
    • 10 replies
    • 3.9k views
    • 
    • Ron Snyder
    • July 13, 2005

26. 'New Comparability' HRA Contribs into Retiree VEBA

    By Oh so SIMPLE, September 3, 2009
    • 10 replies
    • 5.1k views
    • 
    • Ron Snyder
    • April 15, 2011

27. VEBA maintained by an LLC with no common-law employees

    By Guest EMM118, September 10, 2008
    • 9 replies
    • 3k views
    • 
    • Ron Snyder
    • September 17, 2008

28. Corporation has VEBA plan that fully funded VUL life insurance policies for employees. Now business is bad, so no money left in trust account. Can plan be amended ?

    By Guest fplearner2005, April 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2005

29. VEBA contributions Accrued or Cash-Basis ?

    By Guest RSNOW, November 10, 2003
    • 8 replies
    • 4.7k views
    • 
    • E as in ERISA
    • November 11, 2003

30. Financials for a VEBA or grantor's trust

    By Spencer, May 2, 2001
    • 8 replies
    • 4.9k views
    • 
    • Guest
    • July 19, 2001

31. VEBA Being Reorganized as 501(c)(3) Organization

    By rocknrolls2, September 17, 2019
    • 7 replies
    • 4.9k views
    • 
    • Ron Snyder
    • February 18, 2020

32. Dependent Care Assistance Programs

    By Guest wwcpa, April 10, 2002
    • 7 replies
    • 7.3k views
    • 
    • Chaz
    • September 29, 2014

33. PreTax Employee Contributions into VEBA

    By Guest Treasurer, September 28, 2006
    • 7 replies
    • 7.1k views
    • 
    • Guest
    • March 13, 2007

34. Funding Question - Can VEBA use contributions of active EEs to fund re

    By Guest yikesyikes, July 30, 2002
    • 7 replies
    • 3k views
    • 
    • Ron Snyder
    • July 31, 2002

35. Funding MEWA

    By sloble@crowleyfleck.com, November 9, 2006
    • 6 replies
    • 3.5k views
    • 
    • sloble@crowleyfleck.com
    • November 10, 2006

36. May an employer overfund, yet not take deductions?

    By Don Levit, April 24, 2008
    • 6 replies
    • 2.5k views
    • 
    • Ron Snyder
    • May 13, 2008

37. Residual Acct Balance as VEBA Death Benefit?

    By Guest ScarletKnight, February 6, 2007
    • 6 replies
    • 4k views
    • 
    • Don Levit
    • March 13, 2007

38. Expansion of Geographic Locale of VEBA Beyond Single State

    By 401 Chaos, October 5, 2015
    • 6 replies
    • 2.5k views
    • 
    • GBurns
    • October 21, 2015

39. Suplemental Unemployment Plans

    By Guest Kimberly Flett, July 23, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • July 25, 2002

40. 5500 Question

    By Archimage, August 17, 2004
    • 6 replies
    • 5.7k views
    • 
    • E as in ERISA
    • August 18, 2004

41. Retiree Life & VEBA & Key Employee

    By alexa, May 2, 2008
    • 6 replies
    • 4.5k views
    • 
    • GBurns
    • May 17, 2008

42. Does anyone know the location (hopefully on-line) of a thorough discus

    By Guest Ted Munice, August 21, 2000
    • 6 replies
    • 3k views
    • 
    • Ron Snyder
    • September 6, 2000

43. Exemption Letter not Issued ... What are Available Options?

    By Guest EMM118, April 7, 2009
    • 6 replies
    • 6.3k views
    • 
    • 401 Chaos
    • March 14, 2012

44. 501(c)(5) Plan Sponsor/501(c)

    By Guest sfjfl, August 4, 2008
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • August 5, 2008

45. Terminating VEBA audit requirement

    By Guest cmilom@lbmc.com, October 8, 2007
    • 6 replies
    • 5.9k views
    • 
    • 401 Chaos
    • October 15, 2007

46. veba payment of vacation benefits

    By Guest dob, October 24, 2002
    • 5 replies
    • 4.3k views
    • 
    • mbozek
    • November 13, 2002

47. DC VEBA

    By J Simmons, March 3, 2009
    • 5 replies
    • 2.2k views
    • 
    • Don Levit
    • March 4, 2009

48. Use of VEBA retiree medical reseve to buy permanent life insurance for retirees

    By Guest BL333, July 16, 2009
    • 5 replies
    • 3.3k views
    • 
    • Don Levit
    • September 2, 2009

49. Davis Bacon Fringe Benefit Administration

    By Guest Gopherwhisperer, May 26, 2010
    • 5 replies
    • 3k views
    • 
    • Ron Snyder
    • June 7, 2010

50. Section 125 plans and VEBAs

    By Guest m_johnson_90, August 17, 2000
    • 5 replies
    • 3.5k views
    • 
    • Ron Snyder
    • September 1, 2000