VEBAs

213 topics in this forum

1. 990 Requirements for VEBA

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

2. VEBA Trust dissolved--use of assets

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

3. VEBA Health Ins.

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

4. Growth of VEBAs for employers, retirees, and labor unions.

   By Guest Rachel Hamilton, March 9, 2010
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • October 6, 2010

5. Lost VEBA Opinion Letter

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

6. H.S.A.'s

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

7. Davis Bacon Fringe Benefit Administration

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

8. Transfer to 501(c)(5)

   By Guest jmc51, April 13, 2010
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • April 21, 2010

9. Overpayment refunds to a VEBA Trust

   By Guest ssaaid, April 11, 2010
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • April 11, 2010

10. Life Ins policies in VEBA surrendered, cash goes back into the VEBA,

    By katieinny, March 19, 2010
    • 1 reply
    • 1.5k views
    • 
    • XTitan
    • March 19, 2010

11. VEBA acquired via company purchase

    By Guest DonnaRonna, March 18, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 18, 2010

12. Transfer of VEBA assets to another unrelated VEBA upon company's sale of assets

    By Guest sheTexasHammer, February 16, 2010
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • February 16, 2010

13. State Filings of VEBA 990s?

    By Guest kodle, January 19, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 1, 2010

14. LASIK Reimbursement Inside VEBA

    By Christine Roberts, November 1, 2009
    • 2 replies
    • 2.6k views
    • 
    • Christine Roberts
    • January 27, 2010

15. Part VI of 990 for VEBAs

    By BonoConsilio, August 12, 2009
    • 4 replies
    • 2.8k views
    • 
    • WDIK
    • November 16, 2009

16. Termination of VEBA

    By ERISA25, October 1, 2009
    • 1 reply
    • 2.5k views
    • 
    • J Simmons
    • October 2, 2009

17. Is This a VEBA?

    By Guest YATPA, September 29, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 29, 2009

18. 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

19. VEBAs

    By Don Levit, September 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • September 17, 2009

20. VEBA Development

    By Guest VEBA Newbie, January 16, 2009
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 14, 2009

21. 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

22. VEBA Spinoff

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

23. VEBA amendment - employee to retiree

    By Guest Teague, May 21, 2009
    • 3 replies
    • 2.9k views
    • 
    • Ron Snyder
    • May 31, 2009

24. 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

25. Pledging VEBA assets

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

26. Switching VEBA Companies.....dishonest behavior

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

27. Teachers Veba

    By Guest tsquish, April 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • May 13, 2009

28. DC VEBA

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

29. Overfunding for LTD

    By Guest rgorman, January 15, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2009

30. VEBAs in M&As

    By Guest bobolink, December 3, 2008
    • 2 replies
    • 2.5k views
    • 
    • Ron Snyder
    • January 5, 2009

31. VEBA versus IRC Section 115 Trust for Municipality

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

32. Basic VEBA alteration

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

33. Gov't agency VEBA for retiree medical

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

34. VEBA & fidelity bond coverage

    By alexa, October 8, 2008
    • 2 replies
    • 2.4k views
    • 
    • alexa
    • October 10, 2008

35. Welfare plan deductions, taxation

    By Gary, September 11, 2008
    • 3 replies
    • 1.7k views
    • 
    • Ron Snyder
    • September 17, 2008

36. 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

37. 501(c)(5) Plan Sponsor/501(c)

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

38. VEBA funded with TOHI (TM)

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

39. VEBA Audit Requirement-Retiree Contr Only

    By Guest SMBM VEBA, June 27, 2008
    • 2 replies
    • 2.4k views
    • 
    • Ron Snyder
    • July 7, 2008

40. VEBA for Retiree Medical

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

41. Retiree Life & VEBA & Key Employee

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

42. Employment-related common bond and CBA

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

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

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

44. Transfer from 501(c)(9) to another 501(c)(9)

    By benpat3, November 26, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • March 6, 2008

45. Wellness Programs and VEBA

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

46. 419A Plan - When does benefit become taxable

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

47. 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

48. Quick Question Regarding VEBA Trustees

    By Guest PBJ, September 7, 2007
    • 4 replies
    • 3.8k views
    • 
    • Ron Snyder
    • December 8, 2007

49. VEBA an HRA?

    By Guest gnappi, November 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • November 29, 2007

50. VEBA Documents

    By Guest PBJ, November 19, 2007
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • November 23, 2007