VEBAs

213 topics in this forum

1. 'New Comparability' HRA Contribs into Retiree VEBA

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

2. 419 Deduction Limits - Are Pre-tax Employee Contributions to a Cafeteria Plan included in determining the deduction limit?

   By Guest rocnrols2, January 19, 2005
   • 1 reply
   • 2.4k views
   • 
   • Ron Snyder
   • January 23, 2005

3. 419A Plan - When does benefit become taxable

   By MarZDoates, January 15, 2008
   • 4 replies
   • 2.7k views
   • 
   • Ron Snyder
   • January 21, 2008

4. 501(c)(5) Plan Sponsor/501(c)

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

5. 5500 Question

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

6. 990 Requirements for VEBA

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

7. 990?

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

8. A not-for-profit organization would like to offer a holiday pay benefit

   By katieinny, September 16, 2009
   • 4 replies
   • 2k views
   • 
   • Guest
   • September 25, 2009

9. A topic (thread) has been removed

   By Dave Baker, June 13, 2007
   • 1 reply
   • 1.9k views
   • 
   • Ron Snyder
   • June 14, 2007

10. 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

11. Anyone heard of American Employees Benefit Trust?

    By Guest Dolores Lawrence, July 24, 2002
    • 3 replies
    • 2.7k views
    • 
    • Ron Snyder
    • July 29, 2002

12. Asset Transfer

    By Scott, April 30, 2004
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • May 4, 2004

13. Assets refunded back to the Company

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

14. Basic VEBA alteration

    By Guest execbenerbc, March 22, 2007
    • 3 replies
    • 2.3k views
    • 
    • Ron Snyder
    • November 25, 2008

15. Bereavement Leave under VEBA?

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

16. Can a VEBA offer severance pay-out at retirement?

    By mal, July 30, 2005
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • August 16, 2005

17. Can this VEBA be a MEWA?

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

18. Can UBIT be paid by VEBA?

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

19. Captive Insurance for Health & Welfare Benefits

    By Guest David Olsen, June 20, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 25, 2000

20. Collection of Obligations under a MEWA

    By Guest mcw, September 2, 2003
    • 2 replies
    • 4.3k views
    • 
    • KJohnson
    • September 18, 2003

21. College of Medicine students

    By Ken Davis, February 5, 2003
    • 2 replies
    • 1.8k views
    • 
    • IRC401
    • March 2, 2003

22. Contacts for Medical Benefits VEBA Funded with Life Insurance

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

23. Contribution Deadline for VEBA Contributions

    By Guest EMM118, August 9, 2006
    • 1 reply
    • 1.9k views
    • 
    • Ron Snyder
    • August 10, 2006

24. Contribution Limits to a VEBA

    By Guest wjr, July 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • August 17, 2000

25. Contribution to VEBA

    By Guest DLearning, January 21, 2004
    • 3 replies
    • 4.7k views
    • 
    • mbozek
    • February 1, 2004

26. controlled group rules

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

27. Conversion of VEBA to Defined Contribution Pension Plan

    By Guest Mike Pazzo, December 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • Ron Snyder
    • December 15, 2002

28. Convert grantor trust to VEBA

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

29. Coordination of VEBA with 401(h) Account for Retiree Welfare

    By Guest David M, October 15, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 31, 2003

30. 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

31. 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

32. Davis Bacon Fringe Benefit Administration

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

33. DC VEBA

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

34. Death Benefits Paid by a VEBA

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

35. Deductible contributions to individual accounts?

    By Don Levit, May 7, 2007
    • 5 replies
    • 2.4k views
    • 
    • Don Levit
    • June 13, 2007

36. Deducting IBNR without a welfare benefit fund in place

    By Guest Ira Hayes, May 7, 2009
    • 5 replies
    • 1.8k views
    • 
    • Ron Snyder
    • May 21, 2009

37. Definition of "employee" for 90% test

    By Guest Calimayhew, September 4, 2003
    • 4 replies
    • 3.2k views
    • 
    • Ron Snyder
    • September 18, 2003

38. Dependent Care Assistance Programs

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

39. Disqualified VEBA

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

40. 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

41. Education Assistance VEBAS

    By Guest Tim Finn, February 26, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 27, 2003

42. Employee pay-all VEBA's

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

43. Employee pay-all VEBAs: what happens to the contributions if an employ

    By Guest jdgirard, December 9, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 11, 2000

44. Employer Stopped Funding VEBA

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

45. Employment-related common bond and CBA

    By MAM08, April 28, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • May 15, 2008

46. Exceptions to Form 990

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

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

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

48. Expansion of Geographic Locale of VEBA Beyond Single State

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

49. Fidelity Bonds

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

50. Fiduciary Compensation

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