VEBAs

210 topics in this forum

1. Financials for a VEBA or grantor's trust

   By Spencer, May 2, 2001
   • 8 replies
   • 4.3k views
   • 
   • Guest
   • July 19, 2001

2. First 990

   By 7806akp, September 22, 2016   

   • When is the first 990 due?
   • 0 replies
   • 2.3k views
   • 
   • 7806akp
   • September 22, 2016

3. Form 1024

   By J2D2, August 23, 2005
   • 1 reply
   • 1.9k views
   • 
   • WDIK
   • August 23, 2005

4. Form 1099-R

   By Guest ak, November 1, 2007
   • 1 reply
   • 1.9k views
   • 
   • vebaguru
   • November 9, 2007

5. Funding MEWA

   By sloble@crowleyfleck.com, November 9, 2006
   • 6 replies
   • 3.1k views
   • 
   • sloble@crowleyfleck.com
   • November 10, 2006

6. Funding Question - Can VEBA use contributions of active EEs to fund re

   By Guest yikesyikes, July 30, 2002
   • 7 replies
   • 2.7k views
   • 
   • vebaguru
   • July 31, 2002

7. Gov't agency VEBA for retiree medical

   By Guest Penelope, October 13, 2008
   • 16 replies
   • 3.7k views
   • 
   • Don Levit
   • October 15, 2008

8. Grantor Trust Treated Like a VEBA Trust for Tax Purposes 1 2

   By 401 Chaos, October 11, 2007
   • 26 replies
   • 9.8k views
   • 
   • Don Levit
   • January 8, 2008

9. Growth of VEBAs for employers, retirees, and labor unions.

   By Guest Rachel Hamilton, March 9, 2010
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • October 6, 2010

10. Guidance on employee pay all VEBAS-websites, articles, etc.on design o

    By Guest jdgirard, December 19, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 21, 2000

11. H.S.A.'s

    By Guest ejh, June 28, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 28, 2010

12. H&W plan w Life Insurance

    By Gary, August 8, 2007
    • 18 replies
    • 3.7k views
    • 
    • vebaguru
    • October 10, 2007

13. Health and Welfare Plans

    By Guest Gopherwhisperer, June 18, 2010
    • 3 replies
    • 2.7k views
    • 
    • vebaguru
    • February 15, 2011

14. How to Get Out of a VEBA?

    By Scott, March 24, 2003
    • 2 replies
    • 4.5k views
    • 
    • GBurns
    • April 2, 2003

15. HRA expense incurred

    By Guest JWR, September 26, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2012

16. I understand that a VEBA can be used to pre-fund retiree health benefi

    By Guest Steve Keith, April 4, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • April 16, 2002

17. individual account vebas

    By Guest psaltzman, May 22, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 16, 1999

18. Is a new 1024 required?

    By Scott, August 28, 2003
    • 4 replies
    • 2.3k views
    • 
    • vebaguru
    • September 18, 2003

19. Is a SUB fund subject to the Erisa claimsand appeals regulations?

    By mal, November 26, 2003
    • 1 reply
    • 2.9k views
    • 
    • vebaguru
    • November 29, 2003

20. Is a VEBA subject to the limitation under ERISA Section 407(a)(2), whi

    By Scott, December 2, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 20, 2000

21. Is This a VEBA?

    By Guest YATPA, September 29, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 29, 2009

22. LASIK Reimbursement Inside VEBA

    By Christine Roberts, November 1, 2009
    • 2 replies
    • 2.3k views
    • 
    • Christine Roberts
    • January 27, 2010

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

    By katieinny, March 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • XTitan
    • March 19, 2010

24. Lost VEBA Opinion Letter

    By Guest nmendicott, July 28, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 29, 2010

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

    By Don Levit, April 24, 2008
    • 6 replies
    • 2.2k views
    • 
    • vebaguru
    • May 13, 2008