Category ERISA

No More “Church Plan” ERISA Exemptions for Religiously Affiliated Hospitals?

by Phoebe Ramsey  There has been a flurry of recent litigation challenging whether church-affiliated hospitals and healthcare systems’ pension plans are covered as “church plans,” and thus exempt from the requirements of the Employee Retirement Income Security Act of 1974 (ERISA), including reporting and disclosure, minimum funding, and fiduciary duty requirements. The plaintiffs in these […]

Colby v. Union Sec. Ins. Co. & Mgmt. Co. for Merrimack Anesthesia Assoc. Long Term Disability Plan

An insurance administrator acts arbitrarily and capriciously in violation of the Employment Insurance Retirement Security Act (ERISA)when he refuses to consider whether an employee’s risk of relapse into substance dependence swells to the level of a disability. An employer’s insurance company discontinued an employee’s disability benefits after she checked out of a rehabilitation facility where […]

George v. Junior Achievement of Ctr. Ind., Inc

The Court interpreted the term “inquiry” in Section 510 of ERISA broadly to include an informal interchange of questions from an employee to an employer. Here, the Plaintiff had notified his employer that it had breached its fiduciary duty by failing to deposit his withdrawn money into his retirement account; the employer responded by depositing […]