VEBAs

194 topics in this forum

1. Adding retiree life to existing medical VEBA

   By CaliBen, July 30   

   • retiree
   • medical
   • (and 2 more)

     Tagged with:

     • retiree
     • medical
     • life insurance
     • veba
   • 0 replies
   • 348 views
   • 
   • CaliBen
   • July 30

2. VEBA - WRAP - Form 5500 Schedule H

   By vanders2240, July 25   

   • veba
   • wrap
   • (and 2 more)

     Tagged with:

     • veba
     • wrap
     • schedule h
     • welfare
   • 3 replies
   • 191 views
   • 
   • ERISAAPPLE
   • July 26

3. VEBA assets-no employees-multiple mergers

   By curious, June 26, 2017
   • 0 replies
   • 2,080 views
   • 
   • curious
   • June 26, 2017

4. 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
   • 3 replies
   • 668 views
   • 
   • Alexis K
   • May 11, 2017

5. First 990

   By 7806akp, September 22, 2016   

   • When is the first 990 due?
   • 0 replies
   • 1,562 views
   • 
   • 7806akp
   • September 22, 2016

6. Non-Exempt Trust Funding Welfare Benefits

   By rocknrolls2, May 25, 2016   

   • Form K-1 Issuance
   • 11 replies
   • 1,506 views
   • 
   • david rigby
   • June 3, 2016

7. VEBA and omnibus account

   By dleeke, February 18, 2016
   • 0 replies
   • 1,030 views
   • 
   • dleeke
   • February 18, 2016

8. controlled group rules

   By Scuba 401, November 3, 2015
   • 2 replies
   • 1,059 views
   • 
   • Scuba 401
   • November 4, 2015

9. Expansion of Geographic Locale of VEBA Beyond Single State

   By 401 Chaos, October 5, 2015
   • 6 replies
   • 1,006 views
   • 
   • GBurns
   • October 21, 2015

10. VEBA Update

    By vebaguru, October 21, 2015   

    • Real VEBA
    • 0 replies
    • 889 views
    • 
    • vebaguru
    • October 21, 2015

11. Dependent Care Assistance Programs

    By Guest wwcpa, April 10, 2002
    • 7 replies
    • 5,804 views
    • 
    • Chaz
    • September 29, 2014

12. Employer Stopped Funding VEBA

    By Guest trashcat1, March 25, 2013
    • 1 reply
    • 7,300 views
    • 
    • vebaguru
    • May 9, 2013

13. VEBA plus HSA allowed?

    By Spencer, November 28, 2012
    • 0 replies
    • 1,825 views
    • 
    • Spencer
    • November 28, 2012

14. Retiree Life Insurance Settlement

    By CaliBen, November 14, 2012
    • 0 replies
    • 1,280 views
    • 
    • CaliBen
    • November 14, 2012

15. HRA expense incurred

    By Guest JWR, September 26, 2012
    • 0 replies
    • 1,208 views
    • 
    • Guest JWR
    • September 26, 2012

16. VEBA / MEWA Design Issue

    By Eric Taylor, August 27, 2012
    • 2 replies
    • 3,260 views
    • 
    • Eric Taylor
    • September 14, 2012

17. vepablans

    By Guest lwa, September 11, 2012
    • 0 replies
    • 1,144 views
    • 
    • Guest lwa
    • September 11, 2012

18. VEBA's Taxes Paid By Employer

    By rocknrolls2, August 30, 2012
    • 0 replies
    • 1,196 views
    • 
    • rocknrolls2
    • August 30, 2012

19. VEBA sponsored by government agency

    By FortinDM, March 16, 2009
    • 2 replies
    • 2,313 views
    • 
    • Guest benefitsgeek
    • August 8, 2012

20. Union VEBA and Cafeteria Plan

    By Guest VEBA1234, July 9, 2012
    • 0 replies
    • 1,535 views
    • 
    • Guest VEBA1234
    • July 9, 2012

21. Fiduciary Compensation

    By sloble@crowleyfleck.com, June 8, 2012
    • 3 replies
    • 1,712 views
    • 
    • sloble@crowleyfleck.com
    • June 11, 2012

22. post retiree medical: VEBA and notional accounts

    By Guest cbclark, March 30, 2012
    • 0 replies
    • 1,623 views
    • 
    • Guest cbclark
    • March 30, 2012

23. Termination of VEBA Trust

    By ERISA-Bubs, March 5, 2012
    • 2 replies
    • 4,872 views
    • 
    • vebaguru
    • March 16, 2012

24. Exceptions to Form 990

    By Guest Beneflaw, March 5, 2012
    • 2 replies
    • 1,756 views
    • 
    • vebaguru
    • March 16, 2012

25. Exemption Letter not Issued ... What are Available Options?

    By Guest EMM118, April 7, 2009
    • 6 replies
    • 4,340 views
    • 
    • 401 Chaos
    • March 14, 2012