S.D. Cal.: ERISA Governs a “Voluntary” Supplemental Disability Policy, and the Benefits Claim Falls Short
S.D. Cal.: ERISA Governs a “Voluntary” Supplemental Disability Policy, and the Benefits Claim Falls Short
In Whitlock v. Provident Life and Accident Insurance Company, No. 25-cv-0964-AGS-VET (S.D. Cal. Sept. 30, 2026), the Southern District of California confronted a recurring question for anyone with an employer-offered…
No Deference, No Clawback: ERISA Court Rejects Unum’s Discretionary Review and Its Bid to Recover Alleged Overpayments
In Krambeck v. Unum Life Insurance Company of America, No. 8:24-cv-2102-TPB-NHA, 2026 WL 2935928 (M.D. Fla. Sept. 30, 2026), Judge Tom Barber of the United States District Court for the…
When an ERISA Plan Doesn’t State the Deadline: Court Refuses to Enforce a One-Year Limitations Period and Penalizes an Employer for Failing to Produce the Plan
In Thomas v. Amazon.com Services, Inc., No. 4:21-CV-02997, 2026 WL 2934940 (S.D. Tex. Sept. 29, 2026), a Texas federal court issued findings of fact and conclusions of law after a…
When Dependent Life Coverage Ends at Divorce: Court Dismisses ERISA Benefits and Fiduciary-Breach Claims Despite an Employer’s Admitted Mistake
In Wright v. Hartford Life and Accident Insurance Company, No. 3:25-CV-297-CHB, 2026 WL 2925146 (W.D. Ky. Sept. 29, 2026), a Kentucky federal court granted motions to dismiss both the ERISA…
Fifth Circuit Affirms Summary Judgment Holding Company Owner a Functional ERISA Fiduciary Personally Liable for Diverted Employee Contributions and Unpaid Health Claims
In Sonderling v. Sills, No. 26-30272, 2026 WL 3001434 (5th Cir. Oct. 6, 2026) (Before: Davis, Stewart, and Duncan, Circuit Judges), the Acting Secretary of Labor sued Kelly Sills, president…
When an ERISA Claims Administrator Decides an Appeal Two Days Late: Ohio Federal Court Applies De Novo Review and Awards Long-Term Disability Benefits
In Klusmann v. AT&T Umbrella Benefit Plan No. 1, No. 5:24-CV-1295, 2026 WL 2905335 (N.D. Ohio Sept. 28, 2026), the United States District Court for the Northern District of Ohio…
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