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Employee Benefits Law Group

Employee Benefits Law Group

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Health & Welfare Plans
Home > What We Do > Health & Welfare Plans > Funded Plans

Funded Plans

Properly Designing Fully Funded Plans

For employers who choose or are required to formally fund employee welfare benefit plans, Employee Benefits Law Group offers a number of services. Properly set up, formal funds removed from the employer’s general assets are protected from creditors and often meet terms required by collective bargaining agreements.

We specialize in helping employers design and build fully funded employee welfare benefit plans.

We can help make these arrangements meet all employer criteria, such as:

  • Must establish a trust that qualifies as a tax-exempt voluntary employees’ beneficiary association (VEBA) under a prevailing wage law that requires that employee welfare benefit contributions be held in trust.
  • Must be a governmental entity that wants to establish a qualified Code section 115 exempt trust to set aside funds for its retiree health benefits for GASB reporting purposes.
  • Must be a member of an association that offers medical benefits to the employees of its member employers and the employer makes contributions to the association’s VEBA.

We advise employers and their other advisors on all aspects of such arrangements, including trust design, trust documents, nondiscrimination requirements, reporting, trusts in mergers and acquisitions and trust termination. We also assist employers with such trusts in obtaining all possible tax exemptions and advantages from these trusts.

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Health & Welfare Plans & Issues

  • Medical Plans
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  • Funded Plans
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Health and Welfare Team

  • Ken Ruthenberg
  • Jim Paul

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

 

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Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
620 Coolidge Drive
Suite 100
Folsom, CA
95630
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
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408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA
95110
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