VEBAs

213 topics in this forum

1. DC VEBA

   By J Simmons, March 3, 2009
   • 5 replies
   • 2.2k views
   • 
   • Don Levit
   • March 4, 2009

2. Merger of VEBAs

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

3. post retiree medical: VEBA and notional accounts

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

4. Need Information on Association Plans

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

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

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

6. VEBA Sponsor in CA

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

7. VEBA used for Health Care

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

8. VEBA's for DC Consultants

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

9. State Filings of VEBA 990s?

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

10. Veba?

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

11. Form 1099-R

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

12. Form 1024

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

13. Purchasing Group Retiree Trust

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

14. 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

15. VEBA Termination - Small Amount of Remaining Funds

    By 401 Chaos, July 7, 2023
    • 3 replies
    • 2k views
    • 
    • 401 Chaos
    • September 14, 2023

16. Retiree Life Insurance Settlement

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

17. A not-for-profit organization would like to offer a holiday pay benefit

    By katieinny, September 16, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 25, 2009

18. VEBA of Tax-Exempt Entity

    By BTG, September 16, 2020
    • 4 replies
    • 2k views
    • 
    • acm_acm
    • June 14, 2021

19. Overpayment refunds to a VEBA Trust

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

20. veba

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

21. Contribution Deadline for VEBA Contributions

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

22. 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

23. Terminate postretirement benefit plan

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

24. 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

25. 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

26. A topic (thread) has been removed

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

27. Overfunding for LTD

    By Guest rgorman, January 15, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2009

28. Lost VEBA Opinion Letter

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

29. VEBA Termination

    By pjr@frdayton.com, April 13, 2022
    • 4 replies
    • 1.8k views
    • 
    • 401 Chaos
    • July 7, 2023

30. Deducting IBNR without a welfare benefit fund in place

    By Guest Ira Hayes, May 7, 2009
    • 5 replies
    • 1.8k views
    • 
    • Ron Snyder
    • May 21, 2009

31. College of Medicine students

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

32. VEBA's Taxes Paid By Employer

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

33. VEBA Documents

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

34. Schedule P of VEBA Form 5500

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

35. controlled group rules

    By Scuba 401, November 3, 2015
    • 2 replies
    • 1.8k views
    • 
    • Scuba 401
    • November 4, 2015

36. VEBA and omnibus account

    By dleeke, February 18, 2016
    • 0 replies
    • 1.8k views
    • 
    • dleeke
    • February 18, 2016

37. HRA expense incurred

    By Guest JWR, September 26, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2012

38. VEBA Spinoff?

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

39. Timing of deductible contributions

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

40. VEBA Update

    By Ron Snyder, October 21, 2015   

    • Real VEBA
    • 0 replies
    • 1.7k views
    • 
    • Ron Snyder
    • October 21, 2015

41. Education Assistance VEBAS

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

42. vepablans

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

43. Welfare plan deductions, taxation

    By Gary, September 11, 2008
    • 3 replies
    • 1.7k views
    • 
    • Ron Snyder
    • September 17, 2008

44. VEBA an HRA?

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

45. 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

46. Can UBIT be paid by VEBA?

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

47. VEBA acquired via company purchase

    By Guest DonnaRonna, March 18, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 18, 2010

48. H.S.A.'s

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

49. 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

50. 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