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District Court Grants Plan Summary Judgment In ERISA Reimbursement Case
Health Plan Law
[Guidance Overview] Nov. 6, 2008
Excerpt: A Georgia U.S. district court has awarded summary judgment to an ERISA plan on its claims to reimbursement from funds acquired in a personal injury settlement. In the Eleventh Circuit, plan language must conform to several requirements that are essentially judicial gloss on the ERISA statute. This case illustrates a successful clearing of each hurdle.The opinion rejects the argument that 'appropriate' equitable relief requires implicitly the incorporation of 'make whole' notions. As is necessary under existing Eleventh Circuit law, the plan language explicitly rejected the make whole doctrine, so no issue arose under Cagle v. Bruner.
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