VEBAs

213 topics in this forum

1. Pledging VEBA assets

   By Guest Iwonder, April 23, 2009
   • 1 reply
   • 5.2k views
   • 
   • Ron Snyder
   • May 13, 2009

2. Teachers Veba

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

3. Purchasing Group Retiree Trust

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

4. Terminated VEBA with employee contributions

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

5. Form 1024

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

6. VEBAs

   By Don Levit, September 16, 2009
   • 1 reply
   • 1.4k views
   • 
   • Ron Snyder
   • September 17, 2009

7. Service Providers for a VEBA

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

8. 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

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

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

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

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

11. VEBA Documents

    By Guest PBJ, November 19, 2007
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • November 23, 2007

12. 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

13. Adding retiree life to existing medical VEBA

    By CaliBen, July 30, 2018   

    • retiree
    • medical
    • (and 2 more)

      Tagged with:

      • retiree
      • medical
      • life insurance
      • veba
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • August 7, 2019

14. Lost VEBA Opinion Letter

    By Guest nmendicott, July 28, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 29, 2010

15. Can UBIT be paid by VEBA?

    By casey72, November 7, 2018
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • August 7, 2019

16. 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

17. VEBA - Audit Requirement

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

18. VEBA contributions

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

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

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

20. VEBA an HRA?

    By Guest gnappi, November 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • November 29, 2007

21. 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

22. 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

23. Non-affiliated union employees

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

24. VEBA compliance testing and 1099r

    By rochelle, May 19, 2021
    • 1 reply
    • 793 views
    • 
    • Luke Bailey
    • May 21, 2021

25. 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

26. VEBA reimburse Employer for Benefits paid by Employer

    By tsrl01, June 21, 2011
    • 1 reply
    • 4.8k views
    • 
    • J Simmons
    • June 23, 2011

27. Contribution Deadline for VEBA Contributions

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

28. Life Ins policies in VEBA surrendered, cash goes back into the VEBA,

    By katieinny, March 19, 2010
    • 1 reply
    • 1.5k views
    • 
    • XTitan
    • March 19, 2010

29. VEBAs - Is Fidelity Bond coverage required?

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

30. 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

31. VEBA assets-no employees-multiple mergers

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

32. Convert grantor trust to VEBA

    By ERISA guy, October 3, 2021
    • 1 reply
    • 899 views
    • 
    • Juan Kelly
    • October 8, 2021

33. VEBA used for Health Care

    By Guest ebyers, August 21, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 26, 2001

34. VEBA

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

35. Form 1099-R

    By Guest ak, November 1, 2007
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • November 9, 2007

36. Nonqualified welfare benefit trust: tax filing requirement

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

37. Asset Transfer

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

38. Merger of VEBAs and Change of Benefits Provided

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

39. VEBA plus HSA allowed?

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

40. VEBA's Taxes Paid By Employer

    By rocknrolls2, August 30, 2012
    • 0 replies
    • 1.8k views
    • 
    • rocknrolls2
    • August 30, 2012

41. Merger of VEBAs

    By Scott, December 4, 1999
    • 0 replies
    • 2.2k views
    • 
    • Scott
    • December 4, 1999

42. Assets refunded back to the Company

    By KP5500, September 5
    • 0 replies
    • 3.2k views
    • 
    • KP5500
    • September 5

43. Section 115 Trust

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

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

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

45. vepablans

    By Guest lwa, September 11, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 11, 2012

46. H.S.A.'s

    By Guest ejh, June 28, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2010

47. Veba?

    By fidu, June 13, 2002
    • 0 replies
    • 2.1k views
    • 
    • fidu
    • June 13, 2002

48. Death Benefits Paid by a VEBA

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

49. post retiree medical: VEBA and notional accounts

    By Guest cbclark, March 30, 2012
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 30, 2012

50. Overpayment refunds to a VEBA Trust

    By Guest ssaaid, April 11, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 11, 2010