VEBAs

213 topics in this forum

1. Quick Question Regarding VEBA Trustees

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

2. VEBA funded with TOHI (TM)

   By Steelerfan, September 7, 2007
   • 29 replies
   • 8k views
   • 
   • Don Levit
   • July 10, 2008

3. H&W plan w Life Insurance

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

4. Timing of deductible contributions

   By Gary, August 2, 2007
   • 0 replies
   • 1.7k views
   • 
   • Gary
   • August 2, 2007

5. Non-affiliated union employees

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

6. Wellness Programs and VEBA

   By Guest janetd, July 27, 2007
   • 12 replies
   • 5.3k views
   • 
   • Guest
   • February 22, 2008

7. Reimburse medical expenses

   By benpat3, July 18, 2007
   • 21 replies
   • 6.6k views
   • 
   • Steelerfan
   • August 17, 2007

8. Trying to Correct a VEBA Problem

   By mal, July 3, 2007
   • 15 replies
   • 4.2k views
   • 
   • Ron Snyder
   • July 24, 2007

9. VEBA to fund severance

   By Steelerfan, June 14, 2007
   • 20 replies
   • 5.9k views
   • 
   • Steelerfan
   • July 18, 2007

10. A topic (thread) has been removed

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

11. VEBA - Audit Requirement

    By Guest rgorman, May 25, 2007
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • June 8, 2007

12. Contacts for Medical Benefits VEBA Funded with Life Insurance

    By QDROphile, May 10, 2007
    • 14 replies
    • 5.2k views
    • 
    • Don Levit
    • June 18, 2007

13. Deductible contributions to individual accounts?

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

14. Purchasing Group Retiree Trust

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

15. Basic VEBA alteration

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

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

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

17. Residual Acct Balance as VEBA Death Benefit?

    By Guest ScarletKnight, February 6, 2007
    • 6 replies
    • 4k views
    • 
    • Don Levit
    • March 13, 2007

18. Switching VEBA Companies.....dishonest behavior

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

19. welfare plans, VEBAs

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

20. VEBA's Purchase of Fiduciary Insurance

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

21. Funding MEWA

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

22. Section 115 Trust

    By Guest Thomas2006, November 9, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • November 9, 2006

23. Filing of VEBA Exemption Request

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

24. VEBA's for DC Consultants

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

25. Termination of VEBA Trust

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

26. PreTax Employee Contributions into VEBA

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

27. Pre-funding VEBA

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

28. VEBAs and Bona fide associations

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

29. Contribution Deadline for VEBA Contributions

    By Guest EMM118, August 9, 2006
    • 1 reply
    • 1.9k views
    • 
    • Ron Snyder
    • August 10, 2006

30. 990?

    By Guest tintree73, May 24, 2006
    • 12 replies
    • 7.5k views
    • 
    • Lori Friedman
    • March 14, 2007

31. VEBA and Disability Plan

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

32. Multiemployer Health Plans

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

33. 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

34. 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

35. Medicare Part D Subsidy for non-conforming state

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

36. Terminate VEBA and Transfer of Assets Advice Needed

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

37. Terminating a VEBA

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

38. Form 1024

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

39. Can a VEBA offer severance pay-out at retirement?

    By mal, July 30, 2005
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • August 16, 2005

40. Multiple Employer VEBAs and state regulation

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

41. VEBA Trust/Plan Document Consistency

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

42. 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

43. 419 Deduction Limits - Are Pre-tax Employee Contributions to a Cafeteria Plan included in determining the deduction limit?

    By Guest rocnrols2, January 19, 2005
    • 1 reply
    • 2.4k views
    • 
    • Ron Snyder
    • January 23, 2005

44. Fidelity Bonds

    By Archimage, January 19, 2005
    • 12 replies
    • 4k views
    • 
    • Lori Friedman
    • January 28, 2005

45. 5500 Question

    By Archimage, August 17, 2004
    • 6 replies
    • 5.7k views
    • 
    • E as in ERISA
    • August 18, 2004

46. Using VEBA assets as a death benefit.

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

47. Asset Transfer

    By Scott, April 30, 2004
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • May 4, 2004

48. Terminating VEBA

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

49. 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

50. Contribution to VEBA

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