VEBAs

213 topics in this forum

1. Filing of VEBA Exemption Request

   By Guest EMM118, October 31, 2006
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • October 31, 2006

2. Financials for a VEBA or grantor's trust

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

3. First 990

   By 7806akp, September 22, 2016   

   • When is the first 990 due?
   • 0 replies
   • 2.6k views
   • 
   • 7806akp
   • September 22, 2016

4. Form 1024

   By J2D2, August 23, 2005
   • 1 reply
   • 2.1k views
   • 
   • WDIK
   • August 23, 2005

5. Form 1099-R

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

6. Funding MEWA

   By sloble@crowleyfleck.com, November 9, 2006
   • 6 replies
   • 3.5k views
   • 
   • sloble@crowleyfleck.com
   • November 10, 2006

7. Funding Question - Can VEBA use contributions of active EEs to fund re

   By Guest yikesyikes, July 30, 2002
   • 7 replies
   • 3k views
   • 
   • Ron Snyder
   • July 31, 2002

8. Gov't agency VEBA for retiree medical

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

9. 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

10. 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

11. Guidance on employee pay all VEBAS-websites, articles, etc.on design o

    By Guest jdgirard, December 19, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • December 21, 2000

12. H.S.A.'s

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

13. H&W plan w Life Insurance

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

14. Health and Welfare Plans

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

15. How to Get Out of a VEBA?

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

16. HRA expense incurred

    By Guest JWR, September 26, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2012

17. 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

18. individual account vebas

    By Guest psaltzman, May 22, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 16, 1999

19. Is a new 1024 required?

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

20. Is a SUB fund subject to the Erisa claimsand appeals regulations?

    By mal, November 26, 2003
    • 1 reply
    • 3k views
    • 
    • Ron Snyder
    • November 29, 2003

21. Is a VEBA subject to the limitation under ERISA Section 407(a)(2), whi

    By Scott, December 2, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 20, 2000

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 This a VEBA?

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

24. LASIK Reimbursement Inside VEBA

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

25. 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

26. Lost VEBA Opinion Letter

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

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

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

28. Medicare Part D Subsidy for non-conforming state

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

29. Mental Health Coverage On A Non-Grandfathered Plan

    By metsfan026, September 15, 2022
    • 1 reply
    • 849 views
    • 
    • Brian Gilmore
    • September 15, 2022

30. Merger of VEBAs

    By Scott, December 4, 1999
    • 0 replies
    • 2.2k views
    • 
    • Scott
    • December 4, 1999

31. Merger of VEBAs and Change of Benefits Provided

    By Scott, April 14, 2001
    • 0 replies
    • 2.7k views
    • 
    • Scott
    • April 14, 2001

32. MEWA-Plan asset question

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

33. Multi-purpose VEBA

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

34. Multiemployer Health Plans

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

35. Multiple Employer VEBAs and state regulation

    By Don Levit, July 7, 2005
    • 10 replies
    • 3.9k views
    • 
    • Ron Snyder
    • July 13, 2005

36. Must VEBA documents be updated to include HIPAA and other language?

    By katieinny, April 6, 2004
    • 2 replies
    • 1.9k views
    • 
    • katieinny
    • April 6, 2004

37. Need Information on Association Plans

    By Guest Arlene Crant, March 5, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 2001

38. Non-affiliated union employees

    By Guest jmc51, August 1, 2007
    • 1 reply
    • 2.6k views
    • 
    • Ron Snyder
    • September 6, 2007

39. 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

40. Nonqualified welfare benefit trust: tax filing requirement

    By Guest tombenefits, February 7, 2003
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • February 8, 2003

41. Overfunding for LTD

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

42. Overpayment refunds to a VEBA Trust

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

43. Part VI of 990 for VEBAs

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

44. Pledging VEBA assets

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

45. post retiree medical: VEBA and notional accounts

    By Guest cbclark, March 30, 2012
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 30, 2012

46. Pre-funding VEBA

    By Guest cjt, September 7, 2006
    • 2 replies
    • 2.8k views
    • 
    • GBurns
    • September 8, 2006

47. PreTax Employee Contributions into VEBA

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

48. Pros and Cons of Starting to Fund in a VEBA/Other H&W Trust

    By acm_acm, April 13, 2022
    • 1 reply
    • 1.1k views
    • 
    • Bob the Swimmer
    • April 14, 2022

49. Purchasing Group Retiree Trust

    By Guest sfjfl, March 24, 2007
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • June 12, 2007

50. Quick Question Regarding VEBA Trustees

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