VEBAs

213 topics in this forum

1. Section 115 Trust

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

2. Termination

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

3. veba

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

4. Filing of VEBA Exemption Request

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

5. Recent PLR re: VEBA/LT Disability

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

6. Non-affiliated union employees

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

7. LASIK Reimbursement Inside VEBA

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

8. First 990

   By 7806akp, September 22, 2016   

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

9. VEBA plus HSA allowed?

   By Spencer, November 28, 2012
   • 0 replies
   • 2.6k views
   • 
   • Spencer
   • November 28, 2012

10. Is a new 1024 required?

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

11. 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

12. VEBA Administration - is a specialist needed?

    By David MacLennan, July 6, 2001
    • 0 replies
    • 2.5k views
    • 
    • David MacLennan
    • July 6, 2001

13. Termination of VEBA

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

14. 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

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

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

16. individual account vebas

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

17. Captive Insurance for Health & Welfare Benefits

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

18. Expansion of Geographic Locale of VEBA Beyond Single State

    By 401 Chaos, October 5, 2015
    • 6 replies
    • 2.5k views
    • 
    • GBurns
    • October 21, 2015

19. VEBAs in M&As

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

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

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

21. VEBA

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

22. VEBA info

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

23. Employment-related common bond and CBA

    By MAM08, April 28, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • May 15, 2008

24. 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

25. 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

26. Service Providers for a VEBA

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

27. Nonqualified welfare benefit trust: tax filing requirement

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

28. Viability of Setting Up VEBA after Sale of Business

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

29. Fiduciary Compensation

    By sloble@crowleyfleck.com, June 8, 2012
    • 3 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • June 11, 2012

30. Deductible contributions to individual accounts?

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

31. VEBA Audit Requirement-Retiree Contr Only

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

32. MEWA-Plan asset question

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

33. VEBA Trust dissolved--use of assets

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

34. Exceptions to Form 990

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

35. VEBAs - Is Fidelity Bond coverage required?

    By Guest DBATES, October 22, 2001
    • 1 reply
    • 2.4k views
    • 
    • Moe Howard
    • November 2, 2001

36. 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

37. 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

38. 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

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

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

40. Conversion of VEBA to Defined Contribution Pension Plan

    By Guest Mike Pazzo, December 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • Ron Snyder
    • December 15, 2002

41. VEBA & fidelity bond coverage

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

42. VEBA Development

    By Guest VEBA Newbie, January 16, 2009
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 14, 2009

43. 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

44. VEBA "look alikes"

    By Guest Ralph Amadio, October 4, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 19, 2001

45. VEBA and Disability Plan

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

46. Basic VEBA alteration

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

47. VEBA contributions

    By Guest kbett, September 24, 2007
    • 1 reply
    • 2.3k views
    • 
    • Ron Snyder
    • October 4, 2007

48. Transfer to 501(c)(5)

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

49. Union VEBA and Cafeteria Plan

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

50. VEBA Question

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