VEBAs

213 topics in this forum

1. Education Assistance VEBAS

   By Guest Tim Finn, February 26, 2003
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 27, 2003

2. LASIK Reimbursement Inside VEBA

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

3. Need Information on Association Plans

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

4. VEBA & fidelity bond coverage

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

5. veba

   By Guest holt, September 20, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • September 20, 2002

6. VEBA Part of a Plan?

   By Scott, August 26, 1999
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • September 3, 1999

7. Stop loss insurance paid with VEBA funds

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

8. Viability of Setting Up VEBA after Sale of Business

   By Guest afreundlich, November 11, 1999
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • November 12, 1999

9. VEBA-Form 1024

   By Guest Sheila S, February 18, 2000
   • 2 replies
   • 4.2k views
   • 
   • Kirk Maldonado
   • February 19, 2000

10. VEBA Trust dissolved--use of assets

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

11. Terminate postretirement benefit plan

    By Guest lisbetf, January 16, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 16, 2003

12. VEBAs in M&As

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

13. VEBA restatement for new Trustee

    By KimberlyC, February 3, 2023
    • 2 replies
    • 1.4k views
    • 
    • KimberlyC
    • February 16, 2023

14. How to Get Out of a VEBA?

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

15. Collection of Obligations under a MEWA

    By Guest mcw, September 2, 2003
    • 2 replies
    • 4.3k views
    • 
    • KJohnson
    • September 18, 2003

16. VEBA Audit Requirement-Retiree Contr Only

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

17. Coordination of VEBA with 401(h) Account for Retiree Welfare

    By Guest David M, October 15, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 31, 2003

18. State Filings of VEBA 990s?

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

19. Transfer to 501(c)(5)

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

20. VEBA sponsored by government agency

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

21. VEBA's for DC Consultants

    By Guest Mbrockway, October 25, 2006
    • 2 replies
    • 2.1k views
    • 
    • Ron Snyder
    • October 31, 2006

22. Terminating a VEBA

    By Randy Watson, August 31, 2005
    • 2 replies
    • 4.1k views
    • 
    • E as in ERISA
    • August 31, 2005

23. 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

24. Exceptions to Form 990

    By Guest Beneflaw, March 5, 2012
    • 2 replies
    • 2.4k views
    • 
    • Ron Snyder
    • March 16, 2012

25. Termination of VEBA Trust

    By ERISA-Bubs, March 5, 2012
    • 2 replies
    • 8.7k views
    • 
    • Ron Snyder
    • March 16, 2012

26. Pre-funding VEBA

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

27. College of Medicine students

    By Ken Davis, February 5, 2003
    • 2 replies
    • 1.8k views
    • 
    • IRC401
    • March 2, 2003

28. VEBAs and Bona fide associations

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

29. Termination of VEBA Trust

    By Guest SHM, October 3, 2006
    • 2 replies
    • 5.5k views
    • 
    • Guest
    • October 4, 2006

30. VEBA info

    By Guest ckdenv, August 21, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 26, 2001

31. VEBA Question

    By Guest Bev, June 24, 2002
    • 2 replies
    • 2.2k views
    • 
    • Ron Snyder
    • June 28, 2002

32. Termination of VEBA

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

33. 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

34. A topic (thread) has been removed

    By Dave Baker, June 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • Ron Snyder
    • June 14, 2007

35. VEBA Sponsor in CA

    By Guest AlCal, December 9, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 11, 2000

36. Seeking Retroactive Reinstatement of VEBA's Exemption; IRS Penalties if Reinstatement Limited from Date of Submission?

    By rocknrolls2, November 7, 2019
    • 1 reply
    • 881 views
    • 
    • bonavito44
    • November 8, 2019

37. Employer Stopped Funding VEBA

    By Guest trashcat1, March 25, 2013
    • 1 reply
    • 8k views
    • 
    • Ron Snyder
    • May 9, 2013

38. Termination

    By Guest LAA, May 13, 2003
    • 1 reply
    • 2.6k views
    • 
    • Ron Snyder
    • May 21, 2003

39. Employee pay-all VEBAs: what happens to the contributions if an employ

    By Guest jdgirard, December 9, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 11, 2000

40. Mental Health Coverage On A Non-Grandfathered Plan

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

41. Use of VEBA in connection with class-action ERISA settlement?

    By Christine Roberts, February 12, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 12, 2003

42. Treas. Reg. 1.501(c)(9)-2

    By Guest blabukiff, March 21, 2007
    • 1 reply
    • 2.5k views
    • 
    • Ron Snyder
    • June 12, 2007

43. individual account vebas

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

44. Recent PLR re: VEBA/LT Disability

    By Christine Roberts, November 6, 1999
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 20, 1999

45. 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

46. VEBA Trust/Plan Document Consistency

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

47. Captive Insurance for Health & Welfare Benefits

    By Guest David Olsen, June 20, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 25, 2000

48. Contribution Limits to a VEBA

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

49. VEBA and Disability Plan

    By Guest paybdb, May 12, 2006
    • 1 reply
    • 2.3k views
    • 
    • Ron Snyder
    • May 16, 2006

50. VEBA Spinoff?

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