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Equitable Relief under ERISA: Supreme Court Allows a Fiduciary to Recover Expenses Paid to a Beneficiary Who Subsequently Recovered Damages from a Third Party in a Tort Action Lawsuit — Sereboff v. Mid Atlantic Medical Services

Published online by Cambridge University Press:  06 January 2021

Abstract

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Type
Select Recent Court Decisions
Copyright
Copyright © American Society of Law, Medicine and Ethics and Boston University 2006

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References

1 126 S. Ct. 1869 (2006).

2 Employee Retirement Security Act (ERISA) of 1974, 29 U.S.C. §§ 1001-1461 (2000).

3 Sereboff, 126 S. Ct. at 1872.

4 Id.

5 Id.

6 Id.

7 Id. (quoting Pet. For Cert. 38a).

8 Sereboff, 126 S. Ct. at 1872.

9 Id. at 1872-1873.

10 29 U.S.C. § 1132(a)(3) (2000) (addressing the right of an ERISA fiduciary to bring suit to enforce violations of the terms of an ERISA plan).

11 Sereboff, 126 S. Ct. at 1873.

12 Id.

13 Mid Atlantic Medical Services, Inc. v. Sereboff, 303 F. Supp. 2d 691, 701 (Md. 2004).

14 See Mid Atlantic Medical Services, Inc. v. Sereboff, 407 F.3d 212 (4th Cir. 2005).

15 Sereboff, 126 S. Ct. at 1873.

16 29 U.S.C. § 1132(a)(3) (2000) (emphasis added).

17 Sereboff, 126 S. Ct. at 1874-75.

18 508 U.S. 248 (1993).

19 Id. at 256.

20 534 U.S. 204 (2002).

21 Id. at 213.

22 Sereboff, 126 S. Ct. at 1874.

23 Id.

24 232 U.S. 117 (1914).

25 Sereboff, 126 S. Ct. at 1875.

26 Id.

27 Id.

28 Id.

29 Id.

30 Id.

31 Id.

32 88 U.S. 441 (1875).

33 Sereboff, 126 S. Ct. at 1876 (citing Trist, 88 U.S. at 447).

34 Sereboff, 126 S. Ct. at 1876.

35 Id.

36 Id. (declaring the relevant language in Trist to be dicta because the contract containing the lien provision at issue in the case was illegal).

37 Id.

38 Id. at 1877.

39 Id.

40 Id.

41 Id.

42 Id.

43 Posting of Charles Stewart and Robin Schachter to SCOTUSblog, http://www.scotusblog.com/movabletype/archives/2006/05/mondays_decisio.html (May 18, 2006 16:13 EST).

44 C. Mark Humbert, The Supreme Court Revisits Third-Part Reimbursement Claims Under ERISA: Sereboff v. Mid-Atlantic Medical Services, Inc., Health Law, Aug. 2006, at 1, 4.

45 Id.