VEBAs

205 topics in this forum

1. Convert grantor trust to VEBA

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

2. VEBA question

   By TESNY, February 1, 2019
   • 5 replies
   • 1.2k views
   • 
   • PeterN
   • July 9, 2021

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

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

4. VEBA of Tax-Exempt Entity

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

5. VEBA compliance testing and 1099r

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

6. VEBA writes check to employer, and employer uses money to send a wire transfer to health reserve fund

   By Carol V. Calhoun, January 6, 2021
   • 3 replies
   • 491 views
   • 
   • Luke Bailey
   • January 6, 2021

7. VEBA Being Reorganized as 501(c)(3) Organization

   By rocknrolls2, September 17, 2019
   • 7 replies
   • 3.8k views
   • 
   • vebaguru
   • February 18, 2020

8. Seeking Retroactive Reinstatement of VEBA's Exemption; IRS Penalties if Reinstatement Limited from Date of Submission?

   By rocknrolls2, November 7, 2019
   • 1 reply
   • 266 views
   • 
   • bonavito44
   • November 8, 2019

9. Bereavement Leave under VEBA?

   By mal, October 25, 2019
   • 3 replies
   • 446 views
   • 
   • GBurns
   • November 7, 2019

10. Cost to start a VEBA/MEWA?

    By misterfinder, June 13, 2019   

    • veba
    • mewa
    • (and 4 more)

      Tagged with:

      • veba
      • mewa
      • self-funded
      • self-insured
      • union
      • health and welfare plan
    • 11 replies
    • 917 views
    • 
    • rocknrolls2
    • September 18, 2019

11. Can UBIT be paid by VEBA?

    By KEC79, November 7, 2018
    • 1 reply
    • 835 views
    • 
    • vebaguru
    • August 7, 2019

12. 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
    • 779 views
    • 
    • vebaguru
    • August 7, 2019

13. 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
    • 1.2k views
    • 
    • vebaguru
    • August 7, 2019

14. VEBA assets-no employees-multiple mergers

    By curious, June 26, 2017
    • 1 reply
    • 2.8k views
    • 
    • vebaguru
    • August 7, 2019

15. 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
    • 685 views
    • 
    • ERISAAPPLE
    • July 26, 2018

16. First 990

    By 7806akp, September 22, 2016   

    • When is the first 990 due?
    • 0 replies
    • 1.9k views
    • 
    • 7806akp
    • September 22, 2016

17. Non-Exempt Trust Funding Welfare Benefits

    By rocknrolls2, May 25, 2016   

    • Form K-1 Issuance
    • 11 replies
    • 2.6k views
    • 
    • david rigby
    • June 3, 2016

18. VEBA and omnibus account

    By dleeke, February 18, 2016
    • 0 replies
    • 1.3k views
    • 
    • dleeke
    • February 18, 2016

19. controlled group rules

    By Scuba 401, November 3, 2015
    • 2 replies
    • 1.3k views
    • 
    • Scuba 401
    • November 4, 2015

20. Expansion of Geographic Locale of VEBA Beyond Single State

    By 401 Chaos, October 5, 2015
    • 6 replies
    • 1.5k views
    • 
    • GBurns
    • October 21, 2015

21. VEBA Update

    By vebaguru, October 21, 2015   

    • Real VEBA
    • 0 replies
    • 1.2k views
    • 
    • vebaguru
    • October 21, 2015

22. Dependent Care Assistance Programs

    By Guest wwcpa, April 10, 2002
    • 7 replies
    • 6.4k views
    • 
    • Chaz
    • September 29, 2014

23. Employer Stopped Funding VEBA

    By Guest trashcat1, March 25, 2013
    • 1 reply
    • 7.6k views
    • 
    • vebaguru
    • May 9, 2013

24. VEBA plus HSA allowed?

    By Spencer, November 28, 2012
    • 0 replies
    • 2.1k views
    • 
    • Spencer
    • November 28, 2012

25. Retiree Life Insurance Settlement

    By CaliBen, November 14, 2012
    • 0 replies
    • 1.6k views
    • 
    • CaliBen
    • November 14, 2012