VEBAs

213 topics in this forum

1. Assets refunded back to the Company

   By KP5500, September 5
   • 0 replies
   • 3.2k views
   • 
   • KP5500
   • September 5

2. Reposting with additional information ..Regarding Old Veba Plan

   By SSRRS, January 10
   • 1 reply
   • 1.4k views
   • 
   • Ron Snyder
   • July 30

3. Is Failure to Deposit into a VEBA a Reversion? Any correction?

   By casey72, September 5, 2024
   • 4 replies
   • 933 views
   • 
   • casey72
   • September 7, 2024

4. VEBA Termination - Small Amount of Remaining Funds

   By 401 Chaos, July 7, 2023
   • 3 replies
   • 2k views
   • 
   • 401 Chaos
   • September 14, 2023

5. VEBA restatement for new Trustee

   By KimberlyC, February 3, 2023
   • 2 replies
   • 1.4k views
   • 
   • KimberlyC
   • February 16, 2023

6. Mental Health Coverage On A Non-Grandfathered Plan

   By metsfan026, September 15, 2022
   • 1 reply
   • 849 views
   • 
   • Brian Gilmore
   • September 15, 2022

7. Pros and Cons of Starting to Fund in a VEBA/Other H&W Trust

   By acm_acm, April 13, 2022
   • 1 reply
   • 1.1k views
   • 
   • Bob the Swimmer
   • April 14, 2022

8. VEBA Termination

   By pjr@frdayton.com, April 13, 2022
   • 4 replies
   • 1.8k views
   • 
   • 401 Chaos
   • July 7, 2023

9. Convert grantor trust to VEBA

   By ERISA guy, October 3, 2021
   • 1 reply
   • 898 views
   • 
   • Juan Kelly
   • October 8, 2021

10. Retiree HRA VEBA - Post Tax Dollars and Purely Voluntary EE Contributions

    By Christine Zinter, June 14, 2021
    • 4 replies
    • 1.6k views
    • 
    • BenefitJack
    • June 17, 2021

11. VEBA compliance testing and 1099r

    By rochelle, May 19, 2021
    • 1 reply
    • 791 views
    • 
    • Luke Bailey
    • May 21, 2021

12. VEBA writes check to employer, and employer uses money to send a wire transfer to health reserve fund

    By Carol V. Calhoun, January 6, 2021
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 6, 2021

13. VEBA of Tax-Exempt Entity

    By BTG, September 16, 2020
    • 4 replies
    • 2k views
    • 
    • acm_acm
    • June 14, 2021

14. Seeking Retroactive Reinstatement of VEBA's Exemption; IRS Penalties if Reinstatement Limited from Date of Submission?

    By rocknrolls2, November 7, 2019
    • 1 reply
    • 880 views
    • 
    • bonavito44
    • November 8, 2019

15. Bereavement Leave under VEBA?

    By mal, October 25, 2019
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • November 7, 2019

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

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

17. 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

18. VEBA question

    By TESNY, February 1, 2019
    • 5 replies
    • 3k views
    • 
    • PeterN
    • July 9, 2021

19. Can UBIT be paid by VEBA?

    By casey72, November 7, 2018
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • August 7, 2019

20. Adding retiree life to existing medical VEBA

    By CaliBen, July 30, 2018   

    • retiree
    • medical
    • (and 2 more)

      Tagged with:

      • retiree
      • medical
      • life insurance
      • veba
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • August 7, 2019

21. VEBA - WRAP - Form 5500 Schedule H

    By vanders2240, July 25, 2018   

    • veba
    • wrap
    • (and 2 more)

      Tagged with:

      • veba
      • wrap
      • schedule h
      • welfare
    • 3 replies
    • 1.9k views
    • 
    • ERISAAPPLE
    • July 26, 2018

22. VEBA assets-no employees-multiple mergers

    By curious, June 26, 2017
    • 1 reply
    • 3.6k views
    • 
    • Ron Snyder
    • August 7, 2019

23. Rolling a VEBA into another VEBA

    By Alexis K, May 8, 2017   

    • veba
    • whole life policy
    • (and 1 more)

      Tagged with:

      • veba
      • whole life policy
      • loan against veba
    • 4 replies
    • 2.5k views
    • 
    • Ron Snyder
    • August 7, 2019

24. First 990

    By 7806akp, September 22, 2016   

    • When is the first 990 due?
    • 0 replies
    • 2.6k views
    • 
    • 7806akp
    • September 22, 2016

25. 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

26. VEBA and omnibus account

    By dleeke, February 18, 2016
    • 0 replies
    • 1.7k views
    • 
    • dleeke
    • February 18, 2016

27. controlled group rules

    By Scuba 401, November 3, 2015
    • 2 replies
    • 1.8k views
    • 
    • Scuba 401
    • November 4, 2015

28. VEBA Update

    By Ron Snyder, October 21, 2015   

    • Real VEBA
    • 0 replies
    • 1.7k views
    • 
    • Ron Snyder
    • October 21, 2015

29. Expansion of Geographic Locale of VEBA Beyond Single State

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

30. Employer Stopped Funding VEBA

    By Guest trashcat1, March 25, 2013
    • 1 reply
    • 8k views
    • 
    • Ron Snyder
    • May 9, 2013

31. VEBA plus HSA allowed?

    By Spencer, November 28, 2012
    • 0 replies
    • 2.6k views
    • 
    • Spencer
    • November 28, 2012

32. Retiree Life Insurance Settlement

    By CaliBen, November 14, 2012
    • 0 replies
    • 2k views
    • 
    • CaliBen
    • November 14, 2012

33. HRA expense incurred

    By Guest JWR, September 26, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2012

34. vepablans

    By Guest lwa, September 11, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 11, 2012

35. VEBA's Taxes Paid By Employer

    By rocknrolls2, August 30, 2012
    • 0 replies
    • 1.8k views
    • 
    • rocknrolls2
    • August 30, 2012

36. VEBA / MEWA Design Issue

    By Eric Taylor, August 27, 2012
    • 2 replies
    • 4.5k views
    • 
    • Eric Taylor
    • September 14, 2012

37. Union VEBA and Cafeteria Plan

    By Guest VEBA1234, July 9, 2012
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 9, 2012

38. Fiduciary Compensation

    By sloble@crowleyfleck.com, June 8, 2012
    • 3 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • June 11, 2012

39. post retiree medical: VEBA and notional accounts

    By Guest cbclark, March 30, 2012
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 30, 2012

40. Termination of VEBA Trust

    By ERISA-Bubs, March 5, 2012
    • 2 replies
    • 8.7k views
    • 
    • Ron Snyder
    • March 16, 2012

41. Exceptions to Form 990

    By Guest Beneflaw, March 5, 2012
    • 2 replies
    • 2.4k views
    • 
    • Ron Snyder
    • March 16, 2012

42. VEBA reimburse Employer for Benefits paid by Employer

    By tsrl01, June 21, 2011
    • 1 reply
    • 4.8k views
    • 
    • J Simmons
    • June 23, 2011

43. Recapture of VEBA deductions for retiree benefits

    By Guest SFERISAESQ, April 29, 2011
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • May 2, 2011

44. Death Benefits Paid by a VEBA

    By Guest Iwonder, March 16, 2011
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • March 16, 2011

45. Union vs. Mgmt VEBA

    By Guest Patriot190, January 13, 2011
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • February 2, 2011

46. VEBA Trust dissolved--use of assets

    By Guest dhp, October 18, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 21, 2010

47. Lost VEBA Opinion Letter

    By Guest nmendicott, July 28, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 29, 2010

48. H.S.A.'s

    By Guest ejh, June 28, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2010

49. Health and Welfare Plans

    By Guest Gopherwhisperer, June 18, 2010
    • 3 replies
    • 2.9k views
    • 
    • Ron Snyder
    • February 15, 2011

50. Davis Bacon Fringe Benefit Administration

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