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IRS Requires Disclosure By January 30, 2017 Of Certain 831(b) Captive Insuran...

IRS Requires Disclosure By January 30, 2017 Of Certain 831(b) Captive Insuran...

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  1. 412I IRS AUDITS, LISTED TRANSACTIONS
    April 24, 2012
    ​By Lance Wallach, CLU, CHFC

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  2. Some of the Section 419 Welfare Benefit Plans:
    NOVA Benefit Plans (run or had been run by Dan Carpenter, Wayne Bursey, Guy Neumann, Kathy Kehoe, Joe Castagno and others), including: the SADI Plan, the Grist Mill Plan, Life One, among others
    Benistar Plans (also run or had been run by Dan Carpenter, Wayne Bursey, Guy Neumann, Kathy Kehoe, Joe Castagno and others)
    Greater Metropolitan
    Sterling Benefit Plan (run by Ronald Snyder)
    Millenium Plans
    CJA & Associates (run by Raymond Ankner)
    Sea Nine VEBA
    Compass Welfare Benefit Plan
    Sunderlage Resource Group/SRG International (run by Tracy Sunderlage, among others)
    Restricted Property Trust (RPT) (run by Ken Crabb)

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