VEBAs

213 topics in this forum

1. Using VEBA assets as a death benefit.

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

2. VEBA Set-up

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

3. 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

4. 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

5. Deductible contributions to individual accounts?

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

6. Tax Court: California Doctors Lose Deductions to Purported Pacific Exe

   By Dave Baker, August 1, 2000
   • 5 replies
   • 2.5k views
   • 
   • Ron Snyder
   • September 1, 2000

7. VEBA question

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

8. VEBA Termination

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

9. 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

10. Part VI of 990 for VEBAs

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

11. Overfunding for LTD

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

12. VEBA of Tax-Exempt Entity

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

13. Recapture of VEBA deductions for retiree benefits

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

14. VEBA Development

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

15. VEBA and constructive receipt

    By Guest tim zellmer, March 6, 2001
    • 4 replies
    • 3.4k views
    • 
    • KJohnson
    • March 26, 2001

16. I understand that a VEBA can be used to pre-fund retiree health benefi

    By Guest Steve Keith, April 4, 2000
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • April 16, 2002

17. Multiemployer Health Plans

    By mal, April 14, 2006
    • 4 replies
    • 3k views
    • 
    • Don Levit
    • April 17, 2006

18. Union vs. Mgmt VEBA

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

19. Terminating VEBA

    By katieinny, April 16, 2004
    • 4 replies
    • 3k views
    • 
    • Ron Snyder
    • April 19, 2004

20. VEBA's Purchase of Fiduciary Insurance

    By Scott, November 9, 2006
    • 4 replies
    • 2.8k views
    • 
    • Locust
    • November 10, 2006

21. 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

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

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

23. Is a new 1024 required?

    By Scott, August 28, 2003
    • 4 replies
    • 2.5k views
    • 
    • Ron Snyder
    • September 18, 2003

24. Employment-related common bond and CBA

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

25. Definition of "employee" for 90% test

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

26. Medicare Part D Subsidy for non-conforming state

    By Guest Calimayhew, November 16, 2005
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • December 3, 2005

27. 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

28. Quick Question Regarding VEBA Trustees

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

29. 419A Plan - When does benefit become taxable

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

30. Health and Welfare Plans

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

31. 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

32. veba

    By Guest Donna Clements, November 15, 2002
    • 3 replies
    • 2.6k views
    • 
    • Ron Snyder
    • November 21, 2002

33. Contribution to VEBA

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

34. Welfare plan deductions, taxation

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

35. Terminate VEBA and Transfer of Assets Advice Needed

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

36. MEWA-Plan asset question

    By Guest Gibson, December 3, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 5, 2000

37. Fiduciary Compensation

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

38. Basic VEBA alteration

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

39. VEBA amendment - employee to retiree

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

40. welfare plans, VEBAs

    By Gary, November 11, 2006
    • 3 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 16, 2006

41. 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

42. VEBA to 115

    By Guest Penelope, September 21, 2007
    • 3 replies
    • 3.1k views
    • 
    • Ron Snyder
    • October 17, 2007

43. Anyone heard of American Employees Benefit Trust?

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

44. VEBA Termination - Small Amount of Remaining Funds

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

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

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

46. Switching VEBA Companies.....dishonest behavior

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

47. Bereavement Leave under VEBA?

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

48. VEBA / MEWA Design Issue

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

49. controlled group rules

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

50. VEBA "look alikes"

    By Guest Ralph Amadio, October 4, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 19, 2001