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Welfare plan funded w/ insurance and veba


Guest esi-jht
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Guest esi-jht

We have one client whose welfare benefit plan is funded by insurance and a veba. We are confused as to how to report this on F5500. If I'm understanding this correctly, there is only one F5500 filed and we would select the "Funding and Benefit Arrangements" at Line 9 as Insurance and Trust? Is this correct? If so, what detail is needed for the trust? We have Schedule A for the insurance but what would be needed for the VEBA (trust) portion? This would be schedule H or I, correct?

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Why don't you visit sites such as www.freeerisa.com and look up a few of the F5500s filed by others who have the same situation and see how they do it?

George D. Burns

Cost Reduction Strategies

Burns and Associates, Inc

www.costreductionstrategies.com(under construction)

www.employeebenefitsstrategies.com(under construction)

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