VEBAs

213 topics in this forum

1. Transfer to 501(c)(5)

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

2. Overpayment refunds to a VEBA Trust

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

3. 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

4. VEBA acquired via company purchase

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

5. 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

6. 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

7. State Filings of VEBA 990s?

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

8. LASIK Reimbursement Inside VEBA

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

9. Termination of VEBA

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

10. Is This a VEBA?

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

11. VEBAs

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

12. 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

13. 'New Comparability' HRA Contribs into Retiree VEBA

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

14. Part VI of 990 for VEBAs

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

15. 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

16. VEBA amendment - employee to retiree

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

17. 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

18. Teachers Veba

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

19. Pledging VEBA assets

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

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

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

21. VEBA sponsored by government agency

    By Janice F, March 16, 2009
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • August 8, 2012

22. DC VEBA

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

23. VEBA Development

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

24. Overfunding for LTD

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

25. VEBAs in M&As

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

26. Gov't agency VEBA for retiree medical

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

27. VEBA & fidelity bond coverage

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

28. 990 Requirements for VEBA

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

29. Welfare plan deductions, taxation

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

30. 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

31. 501(c)(5) Plan Sponsor/501(c)

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

32. VEBA Audit Requirement-Retiree Contr Only

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

33. VEBA Spinoff

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

34. VEBA for Retiree Medical

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

35. Retiree Life & VEBA & Key Employee

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

36. Employment-related common bond and CBA

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

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

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

38. VEBA Health Ins.

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

39. VEBA versus IRC Section 115 Trust for Municipality

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

40. 419A Plan - When does benefit become taxable

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

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

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

42. VEBA an HRA?

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

43. VEBA Documents

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

44. Form 1099-R

    By Guest ak, November 1, 2007
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • November 9, 2007

45. VEBA

    By Guest jmc51, November 1, 2007
    • 1 reply
    • 2.5k views
    • 
    • Ron Snyder
    • November 9, 2007

46. 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

47. Terminating VEBA audit requirement

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

48. VEBA contributions

    By Guest kbett, September 24, 2007
    • 1 reply
    • 2.3k views
    • 
    • Ron Snyder
    • October 4, 2007

49. VEBA to 115

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

50. VEBA Spinoff?

    By Randy Watson, September 18, 2007
    • 1 reply
    • 1.7k views
    • 
    • Ron Snyder
    • October 4, 2007