VEBAs

213 topics in this forum

1. Multiple Employer VEBAs and state regulation

   By Don Levit, July 7, 2005
   • 10 replies
   • 4k views
   • 
   • Ron Snyder
   • July 13, 2005

2. Recapture of VEBA deductions for retiree benefits

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

3. Quick Question Regarding VEBA Trustees

   By Guest PBJ, September 7, 2007
   • 4 replies
   • 3.9k views
   • 
   • Ron Snyder
   • December 8, 2007

4. VEBA - Audit Requirement

   By Guest rgorman, May 25, 2007
   • 1 reply
   • 3.9k views
   • 
   • Guest
   • June 8, 2007

5. Stop loss insurance paid with VEBA funds

   By Guest Jay Walters, October 8, 1999
   • 2 replies
   • 3.8k views
   • 
   • Guest
   • October 16, 1999

6. 501(c)(5) Plan Sponsor/501(c)

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

7. VEBA Spinoff

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

8. Medicare Part D Subsidy for non-conforming state

   By Guest Calimayhew, November 16, 2005
   • 4 replies
   • 3.7k views
   • 
   • Guest
   • December 3, 2005

9. VEBA assets-no employees-multiple mergers

   By curious, June 26, 2017
   • 1 reply
   • 3.6k views
   • 
   • Ron Snyder
   • August 7, 2019

10. Section 125 plans and VEBAs

    By Guest m_johnson_90, August 17, 2000
    • 5 replies
    • 3.6k views
    • 
    • Ron Snyder
    • September 1, 2000

11. Funding MEWA

    By sloble@crowleyfleck.com, November 9, 2006
    • 6 replies
    • 3.6k views
    • 
    • sloble@crowleyfleck.com
    • November 10, 2006

12. Stop Loss insurance premiums in audited financial statements vs. Form

    By Guest maddie, September 11, 2002
    • 1 reply
    • 3.5k views
    • 
    • Ron Snyder
    • September 13, 2002

13. VEBA discrimination rules -- how do they work?

    By Guest Matthew Newman, April 23, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • June 2, 2001

14. VEBA Trust/Plan Document Consistency

    By Guest Checkblank, June 27, 2005
    • 1 reply
    • 3.5k views
    • 
    • Ron Snyder
    • June 29, 2005

15. VEBA and constructive receipt

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

16. Use of VEBA retiree medical reseve to buy permanent life insurance for retirees

    By Guest BL333, July 16, 2009
    • 5 replies
    • 3.4k views
    • 
    • Don Levit
    • September 2, 2009

17. VEBA sponsored by government agency

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

18. Assets refunded back to the Company

    By KP5500, September 5, 2025
    • 0 replies
    • 3.3k views
    • 
    • KP5500
    • September 5, 2025

19. Definition of "employee" for 90% test

    By Guest Calimayhew, September 4, 2003
    • 4 replies
    • 3.3k views
    • 
    • Ron Snyder
    • September 18, 2003

20. Contribution Limits to a VEBA

    By Guest wjr, July 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • August 17, 2000

21. Union vs. Mgmt VEBA

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

22. VEBA to 115

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

23. VEBA question

    By TESNY, February 1, 2019
    • 5 replies
    • 3.1k views
    • 
    • PeterN
    • July 9, 2021

24. 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

25. Terminating VEBA

    By katieinny, April 16, 2004
    • 4 replies
    • 3.1k views
    • 
    • Ron Snyder
    • April 19, 2004

26. Does anyone know the location (hopefully on-line) of a thorough discus

    By Guest Ted Munice, August 21, 2000
    • 6 replies
    • 3k views
    • 
    • Ron Snyder
    • September 6, 2000

27. Multiemployer Health Plans

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

28. Davis Bacon Fringe Benefit Administration

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

29. 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

30. 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

31. 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

32. VEBA amendment - employee to retiree

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

33. Suplemental Unemployment Plans

    By Guest Kimberly Flett, July 23, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • July 25, 2002

34. Asset Transfer

    By Scott, April 30, 2004
    • 1 reply
    • 3k views
    • 
    • Ron Snyder
    • May 4, 2004

35. Death Benefits Paid by a VEBA

    By Guest Iwonder, March 16, 2011
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • March 16, 2011

36. welfare plans, VEBAs

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

37. Terminated VEBA with employee contributions

    By alexa, July 22, 2002
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • July 22, 2002

38. Health and Welfare Plans

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

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

    By benpat3, November 26, 2007
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • March 6, 2008

40. Pre-funding VEBA

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

41. Part VI of 990 for VEBAs

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

42. VEBA's Purchase of Fiduciary Insurance

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

43. VEBAs and Bona fide associations

    By Don Levit, August 10, 2006
    • 2 replies
    • 2.8k views
    • 
    • Don Levit
    • August 10, 2006

44. Cost to start a VEBA/MEWA?

    By misterfinder, June 13, 2019   

    • veba
    • mewa
    • (and 4 more)

      Tagged with:

      • veba
      • mewa
      • self-funded
      • self-insured
      • union
      • health and welfare plan
    • 11 replies
    • 2.8k views
    • 
    • rocknrolls2
    • September 18, 2019

45. Separate Plans for Comissioned Employees - Do We Set Up a New VEBA and spin off assets of old for sales employees or do we create separate subaccounts

    By rocknrolls2, December 14, 2005
    • 1 reply
    • 2.7k views
    • 
    • Ron Snyder
    • December 20, 2005

46. Corporation has VEBA plan that fully funded VUL life insurance policies for employees. Now business is bad, so no money left in trust account. Can plan be amended ?

    By Guest fplearner2005, April 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2005

47. Anyone heard of American Employees Benefit Trust?

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

48. 419A Plan - When does benefit become taxable

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

49. Merger of VEBAs and Change of Benefits Provided

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

50. VEBA Part of a Plan?

    By Scott, August 26, 1999
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • September 3, 1999