EBIA Weekly Archives - ERISA - Court Cases

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Results (852 articles found)


  1. No Deference to Plan's Decision When Discretionary Authority Given in SPD But Not in Plan Document
    From the April 29, 2010 EBIA Weekly
    The participant in this case was denied benefits under her employer’s LTD plan and sued the plan’s insurer. The trial court applied an abuse of discretion standard—which requires a court to defer to the ...
    [Jobe v. Med. Life Ins. Co., 2010 WL 986642 (8th Cir. 2010)]
  2. Deferential Standard of Review Continues to Apply After Plan Administrator's Initial Interpretation Ruled Unreasonable
    From the April 22, 2010 EBIA Weekly
    In this decision, the U.S. Supreme Court held that the deferential standard of review that generally applies (assuming appropriate plan language) when a court reviews a plan administrator’s interpretation of plan terms also applies to the plan ...
    [Conkright v. Frommert, 2010 WL 1558979 (U.S. 2010)]
  3. Health Insurance Purchased Through MEWA Was Not an ERISA Plan
    From the April 01, 2010 EBIA Weekly
    This case involves the employee-owner of an insurance agency that was part of a multiple employer trust formed to obtain health insurance for its participating employers (in ERISA terminology, a multiple employer welfare arrangement (MEWA)). The employee sued the ...
    [Arndt v. Concert Health Plan Ins. Co., 2010 WL 151996 (M.D. Fla. 2010)]
  4. One-Time Severance Payment Was Not Subject to ERISA
    From the March 18, 2010 EBIA Weekly
    The employee in this case sued his former employer in state court alleging that the employer had violated a written agreement to pay the employee a lump-sum payment upon the employee’s constructive discharge from employment. (Under the ...
    [Sahdev v. Empire Comfort Sys., Inc., 2010 WL 486728 (S.D. Ill. 2010)]
  5. Insurance Company Not a Proper Defendant in ERISA Benefit Claim Lawsuit
    From the March 11, 2010 EBIA Weekly
    The employee in this case sued her employer’s insured disability benefit plan and its disability insurance company to recover disability benefits. The insurance company asked the court to dismiss the employee’s claims against it because the ...
    [Turnipseed v. Educ. Mgmt. LLC's Employee Disability Plan, 2010 WL 140384 (N.D. Cal. 2010)]
  6. TPA Was an ERISA Fiduciary Despite Contractual Disclaimer of Fiduciary Status
    From the February 25, 2010 EBIA Weekly
    The third-party administrator (TPA) in this case made payments on infertility and mental health claims in excess of the applicable caps and lifetime maximum limits imposed under the employer’s group health plan. The employer, as plan sponsor, ...
    [Hartsfield, Titus & Donnelly LLC v. Loomis Co., 2010 WL 596466 (D.N.J. 2010)]
  7. Administrative Law Judge Upholds Assessment of $86,500 in Penalties for Plan's Failure to File Complete Form 5500
    From the January 28, 2010 EBIA Weekly
    This DOL administrative law judge decision involves a 401(k) plan that was assessed an $86,500 penalty after it failed to include an acceptable accountant’s report with its Form 5500 for the 2004 plan year. After repeatedly ...
    [U.S. Dep't of Labor v. Airport Hospitality, Ltd., 2007-RIS-00048 (ALJ 2009)]
  8. Benefit Claim Survives Claimant's Failure to Exhaust Administrative Remedies Due to Insurer's Failure to Provide Requested Documents
    From the December 10, 2009 EBIA Weekly
    The insurer for the ERISA long-term disability plan in this case terminated a plan participant’s benefits (for failure to satisfy the applicable disability definition), providing a denial notice that cited the findings of medical and vocational experts ...
    [Brown v. J.B. Hunt Transport Services, Inc., 2009 WL 3818374 (8th Cir. 2009)]
  9. Employer's Hand-Delivery Process for Distributing SPDs Was Sufficient Under ERISA
    From the December 03, 2009 EBIA Weekly
    The trial court in this case found that an employer’s SPD hand-delivery process satisfied DOL regulations, which require that the process be reasonably calculated to ensure that recipients receive SPDs and likely to result in full distribution. ...
    [Davis v. AK Steel Corp., 2009 WL 3853608 (W.D. Pa. 2009)]
  10. Disability Plan's Interpretation of Earnings to Exclude Commissions Upheld as Reasonable
    From the December 03, 2009 EBIA Weekly
    This case involved a dispute about the amount of long-term disability benefits payable to a disabled employee who had transferred from a management to a nonmanagement sales position before her disability began. Under the plan, benefits for management salespeople ...
    [Wallace v. Johnson & Johnson, 2009 WL 3294841 (1st Cir. 2009)]

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