VEBAs

213 topics in this forum

1. VEBA versus IRC Section 115 Trust for Municipality

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

2. 990 Requirements for VEBA

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

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. Can this VEBA be a MEWA?

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

5. Termination of VEBA Trust

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

6. VEBA for Retiree Medical

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

7. VEBA funded with TOHI (TM)

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

8. Employer Stopped Funding VEBA

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

9. 990?

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

10. Dependent Care Assistance Programs

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

11. VEBA Health Ins.

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

12. PreTax Employee Contributions into VEBA

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

13. Reimburse medical expenses

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

14. VEBAs and QDROs?

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

15. VEBA assets reverting to employer

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

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

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

17. Employee pay-all VEBA's

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

18. VEBA to fund severance

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

19. Terminating VEBA audit requirement

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

20. 5500 Question

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

21. Termination of VEBA Trust

    By Guest SHM, October 3, 2006
    • 2 replies
    • 5.5k views
    • 
    • Guest
    • October 4, 2006

22. Wellness Programs and VEBA

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

23. Pledging VEBA assets

    By Guest Iwonder, April 23, 2009
    • 1 reply
    • 5.2k views
    • 
    • Ron Snyder
    • May 13, 2009

24. Contacts for Medical Benefits VEBA Funded with Life Insurance

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

25. 'New Comparability' HRA Contribs into Retiree VEBA

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

26. Terminate VEBA and Transfer of Assets Advice Needed

    By Guest seannihalani, October 30, 2005
    • 3 replies
    • 5k views
    • 
    • Ron Snyder
    • November 4, 2005

27. How to Get Out of a VEBA?

    By Scott, March 24, 2003
    • 2 replies
    • 4.9k views
    • 
    • GBurns
    • April 2, 2003

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

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

29. Financials for a VEBA or grantor's trust

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

30. Gov't agency VEBA for retiree medical

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

31. VEBA reimburse Employer for Benefits paid by Employer

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

32. VEBA contributions Accrued or Cash-Basis ?

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

33. Contribution to VEBA

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

34. VEBA Set-up

    By Guest TeriH, July 9, 2002
    • 5 replies
    • 4.6k views
    • 
    • Ron Snyder
    • July 12, 2002

35. VEBA / MEWA Design Issue

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

36. Retiree Life & VEBA & Key Employee

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

37. Using VEBA assets as a death benefit.

    By katieinny, June 14, 2004
    • 5 replies
    • 4.5k views
    • 
    • katieinny
    • June 23, 2004

38. 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

39. Collection of Obligations under a MEWA

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

40. Switching VEBA Companies.....dishonest behavior

    By Guest 3 Point Shooter, January 23, 2007
    • 3 replies
    • 4.3k views
    • 
    • Ron Snyder
    • May 13, 2009

41. veba payment of vacation benefits

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

42. VEBA-Form 1024

    By Guest Sheila S, February 18, 2000
    • 2 replies
    • 4.2k views
    • 
    • Kirk Maldonado
    • February 19, 2000

43. Trying to Correct a VEBA Problem

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

44. Multi-purpose VEBA

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

45. Terminating a VEBA

    By Randy Watson, August 31, 2005
    • 2 replies
    • 4.1k views
    • 
    • E as in ERISA
    • August 31, 2005

46. Really tired of arguing with someone - need substantial authority

    By Lori Friedman, February 10, 2006
    • 5 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • February 11, 2006

47. H&W plan w Life Insurance

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

48. Disqualified VEBA

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

49. Residual Acct Balance as VEBA Death Benefit?

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

50. Fidelity Bonds

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