501(c)(9) · Tax-Deductible Benefits · IRC §419

VEBA — Voluntary
Employees' Beneficiary Association

Turn health, life, and disability benefits into 100% deductible business expenses. Tax-free in. Tax-free out.

Get Your VEBA Package — $397See What's Included
The Tax Math

Deduct Benefits. Pay Them Tax-Free.

Business income$100,000
VEBA benefit contributions− $30,000
Taxable business income$70,000
Benefits received by employeesTax-free
Eligible Benefits

What a VEBA Can Fund

🏥
Health Insurance
Premiums, deductibles, and co-pays for medical coverage.
🦷
Dental & Vision
Dental and vision insurance premiums and out-of-pocket expenses.
💼
Life Insurance
Term and whole life insurance premiums for employee benefit.
🛡️
Disability Coverage
Short-term and long-term disability insurance premiums.
Complete Package

10 Documents. Tax-Ready.

§
VEBA Trust Agreement
Establishes the 501(c)(9) tax-exempt employee benefit trust.
§
Plan Document
The formal benefit plan governing what benefits are provided and how.
§
Summary Plan Description
Required ERISA disclosure to all plan participants explaining their benefits.
§
Trustee Acceptance
VEBA trustee formally accepts their fiduciary responsibilities.
§
Corporate Resolution
Board or owner resolution authorizing the business to establish and fund the VEBA.
§
Employee Enrollment Form
Onboards each eligible employee into the benefit plan.
§
Claim Form
Standard form for employees to submit benefit claims for reimbursement.
§
HIPAA Notice
Required privacy notice for health benefit plans under federal law.
§
501(c)(9) Guide
Step-by-step instructions for filing Form 1024 with the IRS for tax-exempt status.
§
Tax Advantage Guide
How to calculate and document your tax deductions from VEBA contributions.
Key Features

Built for Compliance

✓Business contributions to the VEBA are 100% deductible
✓Benefits received by employees are tax-free
✓Health, dental, vision, life, and disability coverage eligible
✓Works for S-corps, C-corps, LLCs, and partnerships
✓Owner-employees qualify if properly structured
✓Form 1024 guide included for IRS 501(c)(9) status
✓ERISA-compliant plan documentation
✓Annual maintenance guide to keep the VEBA in good standing
Note: After generating and executing your VEBA documents, the business must file Form 1024 with the IRS to obtain 501(c)(9) tax-exempt status. Your package includes a complete step-by-step guide for this filing.
Simple Pricing
$397
VEBA — Employee Benefit Trust — One-time payment
  • ✓Complete 10-document VEBA package
  • ✓501(c)(9) Form 1024 application guide included
  • ✓Summary Plan Description for employee disclosure
  • ✓Tax deduction documentation guide
  • ✓One-time payment — no subscription
Get Your VEBA Package

Templates for informational purposes only. Not legal advice. Consult an attorney.

FAQ

Common Questions