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State Filings of VEBA 990s?


Guest kodle
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Guest kodle

Is anyone aware of any state that requires the filing of a VEBA's Form 990, or is anyone aware of a good survey of each state's filing requirements for VEBAs? Thank you.

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  • 2 weeks later...
Guest Tom:

If your VEBA is covered by ERISA (e.g, funded by private employer contributions and not a non-electing church plan), it can probably rely on ERISA's the state law exemption to avoid state registration and filing requirements.

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