VEBAs

213 topics in this forum

1. 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

2. Recapture of VEBA deductions for retiree benefits

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

3. Recent PLR re: VEBA/LT Disability

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

4. Reimburse medical expenses

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

5. Reposting with additional information ..Regarding Old Veba Plan

   By SSRRS, January 10
   • 1 reply
   • 1.4k views
   • 
   • Ron Snyder
   • July 30

6. Residual Acct Balance as VEBA Death Benefit?

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

7. Retiree HRA VEBA - Post Tax Dollars and Purely Voluntary EE Contributions

   By Christine Zinter, June 14, 2021
   • 4 replies
   • 1.6k views
   • 
   • BenefitJack
   • June 17, 2021

8. Retiree Life & VEBA & Key Employee

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

9. Retiree Life Insurance Settlement

   By CaliBen, November 14, 2012
   • 0 replies
   • 2k views
   • 
   • CaliBen
   • November 14, 2012

10. Rolling a VEBA into another VEBA

    By Alexis K, May 8, 2017   

    • veba
    • whole life policy
    • (and 1 more)

      Tagged with:

      • veba
      • whole life policy
      • loan against veba
    • 4 replies
    • 2.5k views
    • 
    • Ron Snyder
    • August 7, 2019

11. Schedule P of VEBA Form 5500

    By alexa, January 9, 2003
    • 0 replies
    • 1.8k views
    • 
    • alexa
    • January 9, 2003

12. Section 115 Trust

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

13. Section 125 plans and VEBAs

    By Guest m_johnson_90, August 17, 2000
    • 5 replies
    • 3.5k views
    • 
    • Ron Snyder
    • September 1, 2000

14. 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

15. 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

16. Service Providers for a VEBA

    By IRC401, July 21, 2003
    • 1 reply
    • 2.4k views
    • 
    • Ron Snyder
    • July 21, 2003

17. State Filings of VEBA 990s?

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

18. Stop loss insurance paid with VEBA funds

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

19. 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

20. Suplemental Unemployment Plans

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

21. Switching VEBA Companies.....dishonest behavior

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

22. Tax Court: California Doctors Lose Deductions to Purported Pacific Exe

    By Dave Baker, August 1, 2000
    • 5 replies
    • 2.5k views
    • 
    • Ron Snyder
    • September 1, 2000

23. Tax Treatment Medical Insurance Dividends Paid to Post-Retirement Medi

    By rocknrolls2, April 19, 2001
    • 0 replies
    • 2.4k views
    • 
    • rocknrolls2
    • April 19, 2001

24. Teachers Veba

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

25. Terminate postretirement benefit plan

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

26. Terminate VEBA and Transfer of Assets Advice Needed

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

27. Terminated VEBA with employee contributions

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

28. Terminating a VEBA

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

29. Terminating VEBA

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

30. Terminating VEBA audit requirement

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

31. Termination

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

32. Termination of VEBA

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

33. Termination of VEBA Trust

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

34. Termination of VEBA Trust

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

35. Timing of deductible contributions

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

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

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

37. 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

38. Transfer to 501(c)(5)

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

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

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

40. Trying to Correct a VEBA Problem

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

41. Union VEBA and Cafeteria Plan

    By Guest VEBA1234, July 9, 2012
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 9, 2012

42. Union vs. Mgmt VEBA

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

43. 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

44. 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

45. Using VEBA assets as a death benefit.

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

46. veba

    By Guest Donna Clements, November 15, 2002
    • 3 replies
    • 2.6k views
    • 
    • Ron Snyder
    • November 21, 2002

47. veba

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

48. VEBA

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

49. VEBA - Audit Requirement

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

50. VEBA - WRAP - Form 5500 Schedule H

    By vanders2240, July 25, 2018   

    • veba
    • wrap
    • (and 2 more)

      Tagged with:

      • veba
      • wrap
      • schedule h
      • welfare
    • 3 replies
    • 1.9k views
    • 
    • ERISAAPPLE
    • July 26, 2018