How cited: Credit Managers Association Of Southern California v. Kennesaw Life And Accident Insuranc… · Go Syfert

Credit Managers Association Of Southern California v. Kennesaw Life And Accident Insurance Company (1987)

green · 179 citation events across 45 courts. Showing the 50 strongest citers on record (one row per citing case, strongest signal kept).
Treatment trajectory · 1987 → 2026 · click a year to view the case as of then
198720062026
Rule Authority · 9th Cir. · 2 citations in this opinion
Co., 809 F.2d 617, 625 (9th Cir.1987)).
green Nos. 96-16172 (1999)
Quote Authority · 9th Cir. · 2 citations in this opinion
Co., 809 F.2d 617 , 625-26 (9th Cir. 1987) ("An ERISA fiduciary includes anyone who exercises discretionary authority over the plan's management, anyone who exercises authority over the management of its assets, and anyone having discretionary authority or responsibility in the plan's administration."). 13 In providing that "a person is a fiduciary with respect to a plan," the statute suggests that the "person" and the "plan" must be separate entities. 29 U.S.C.S 1002(21)(A).
"An ERISA fiduciary includes anyone who exercises discretionary authority over the plan's management, anyone who exercises authority over the management of its assets, and anyone having discretionary authority or responsibility in the plan's administration."
Rule Authority · 9th Cir. · 2 citations in this opinion
Co., 809 F.2d 617, 625-26 (9th Cir.1987) (“An ERISA fiduciary includes anyone who exercises discretionary authority over the plan’s management, anyone who exercises authority over the management of its assets, and anyone having discretionary authority or responsibility in the plan’s administration.”).
Rule Authority · 3rd Cir. · 2 citations in this opinion
“An employer ... can establish an ERISA plan rather easily.” Credit Managers Ass’n, 809 F.2d at 625.
Rule Authority · 3rd Cir. · 2 citations in this opinion
"An employer ... can establish an ERISA plan rather easily." Credit Managers Ass'n, 809 F.2d at 625.
Rule Authority · 9th Cir. · 2 citations in this opinion
Credit Managers Ass’n v. Kennesaw Life & Acc. Ins., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir. 1987)).
Rule Authority · 3rd Cir.
Co., 809 F.2d 617, 625 (9th Cir. 1987)); see also Winterrowd v. Am.
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987) (noting that “[a]n employer ... can establish an ERISA plan rather easily ... unless it is a mere advertiser who makes no contributions on behalf of its employees”).
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · 1st Cir.
Co., 809 F.2d 617, 619-20, 625 (9th Cir.1987) (group policies). 4 .
green Parrino v. FHP, Inc. (1998)
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987) (emphasis added). 2 To aid in the determination, the Secretary of Labor has issued an interpretive regulation that creates for certain employer practices a “safe harbor” from ERISA coverage.
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · 9th Cir.
Credit Managers Association v. Kennesaw Life and Accident Insurance, 809 F.2d 617, 626 (9th Cir.1987).
green Concha v. London (1995)
Rule Authority · 9th Cir.
Credit Managers Association v. Kennesaw Life and Accident Insurance, 809 F.2d 617, 626 (9th Cir.1987).
green Robinson v. Linomaz (1995)
Rule Authority · 8th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987).
green Reich v. Lancaster (1995)
Rule Authority · 5th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987)).
green Moideen v. Gillespie (1995)
Rule Authority · 9th Cir.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · 9th Cir.
Accordingly, to the extent there exists an ERISA plan here, that plan would consist not of the master policy, but a single-employer plan established by Lang and offered to its employees. 12 Our court in Credit Managers Ass'n expressly stated that an employer can establish an ERISA plan by doing no more than arranging for a group-type insurance program, "unless it is a mere advertiser who makes no contribution on behalf of employees." 809 F.2d at 625.
Rule Authority · S.D. Cal. · 3 citations in this opinion
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · E.D. Ky.
Co., 809 F.2d 617, 625 (9th Cir. 1987)).
Rule Authority · D. Ariz.
Co., 809 F.2d 617, 625 (9th 16 Cir. 1987). 17 There is no dispute the second and fourth requirements of the safe harbor were met 18 here.
Rule Authority · D. Ariz.
Co., 809 F.2d 617, 625 (9th 5 Cir. 1987).
Rule Authority · D. Nev.
But ERISA fiduciaries “are entitled to 27 bring suit on behalf of the [p]lan and, in this capacity, may sue co-fiduciaries for breaches of 28 1 fiduciary duty.” Concha v. London, 62 F.3d 1493, 1500 (9th Cir. 1995) (citing Credit Managers 2 Assoc. v. Kennesaw Life and Accident Ins., 809 F.2d 617, 626 (9th Cir.1987)). 3 Fava and Monardes were both “expressly delegated discretion over CALV’s assets, 4 administration, and management.” (ECF No. 121 at 4).
Quote Authority · C.D. Cal.
Co., 809 F.2d 617, 625 (9th Cir. 1987) (“[T]he existence of an ERISA plan is a question of fact, to be answered in the light of all the surrounding circumstances from the point of view of a reasonable person.”); see Torres v. Bella Vista Hosp., Inc., 523 F.Supp.2d 123, 135 (D.P.R. 2007) (whether a plan is a church plan is a question of fact).
“[T]he existence of an ERISA plan is a question of fact, to be answered in the light of all the surrounding circumstances from the point of view of a reasonable person.”
Rule Authority · E.D. Pa.
Co., 809 F.2d 617, 625 (9th Cir.1987)).
Rule Authority · D.N.J.
Co., 809 F.2d 617, 625 (9th Cir.1987) (“An employer ... can establish an ERISA plan rather easily.
Rule Authority · D. Neb.
Co., 809 F.2d 617, 625 (9th Cir.1987) (noting that “[a]n employer ... can establish an ERISA plan rather easily ... unless it is a mere advertiser who makes no contributions on behalf of its employees”).
Rule Authority · N.D.
Co., 809 F.2d 617, 625 (9th Cir.1987)); see also Tierney v. UNUM Life Ins.
Rule Authority · D. Ariz.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · C.D. Cal.
Co. 809 F.2d 617, 625 (9th Cir.1987)).
Rule Authority · N.D. Cal.
Co., 809 F.2d 617, 622 (9th Cir.1987) (observing that an entity may be “partly an insurer and partly a health care service plan....”).
Rule Authority · W.D. Wash.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · E.D. Pa.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · E.D. Pa.
Co., 809 F.2d 617, 625 (9th Cir.1987)).
Rule Authority · D. Or.
Co., 809 F.2d 617, 625 (9th Cir.1987)).
Rule Authority · D.N.M.
Co., 809 F.2d 617, 622 (9th Cir.1987) (insurance commissioner may acquiesce in another’s appointment as receiver).
green Barrett v. Waldbauer (1998)
Rule Authority · D. Or.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · E.D. Cal.
Co., 809 F.2d 617, 625 (9th Cir.1987)).
green Taylor v. Carter (1996)
Rule Authority · W.D. Tex.
Co., 809 F.2d 617, 625 (9th Cir.1987)).
green Bureerong v. Uvawas (1996)
Rule Authority · C.D. Cal.
Co., 809 F.2d 617, 624 (9th Cir.1987) (pre- Moradi-Shalal case applying the Middlesex test); Kentucky Central Life Ins.
Rule Authority · D. Vt.
Co., 940 F.2d 971, 976-79 (5th Cir.1991). 4 Under the three-step test established in Donovan and clarified in Grimo, “the existence of an ERISA plan is a question of fact, to be answered in light of all the surrounding circumstances from the point of view of a reasonable person.” Credit Managers Ass’n v. Kennesaw Life & Accident Ins., 809 F.2d 617, 625 (9th Cir.1987) (citing Donovan, 688 F.2d at 1373 ).
Rule Authority · Nev.
“A receiver’s powers are derived from the purpose his appointment serves.” Credit Managers Ass’n v. Kennesaw Life & Acc. Ins., 809 F.2d 617, 621 (9th Cir. 1987).
Rule Authority · S.D. Miss.
Co., 809 F.2d 617, 625 (9th Cir.1987)); Alliance Leasing, 797 F.Supp. at 546 n. 1 ("We do not decide whether any of the ' ‘client companies’ directly established or maintained ‘single employer’ employee benefit plans covered by ERISA.”). 19 .
Rule Authority · N.D. Ala.
Co., 809 F.2d 617, 625 (9th Cir.1987).
Rule Authority · N.D. Cal.
Co., 809 F.2d 617, 625 (9th Cir.1987).