Legal Opinion
Schloegel v. Boswell
Court of Appeals for the Fifth Circuit
Decided June 29, 1993No. 92-7592PublishedCited by 30 opinions
1Opinion of the Court
REAVLEY, Circuit Judge:
The issue here is fiduciary relationship under the Employee Retirement Income Security Act (ERISA). The district court found Laurie C. Boswell to have been a plan fiduciary; we hold that he was not.
The Hancock Bank Profit Sharing Plan (Profit Sharing Plan) purchased two consecutive ordinary life insurance policies insuring the life of a plan participant, George A. Schloegel. Laurie C. Boswell procured the policies and received commissions on the premiums. The Profit Sharing Plan paid insurance premiums from 1977 to 1987, using funds from SchloegePs profit-sharing…
2Cases cited11 opinions
- Mertens v. Hewitt AssociatesSupreme Court of the United States · 1993
- Burk-Waggoner Oil Assn. v. HopkinsSupreme Court of the United States · 1925
- The Sommers Drug Stores Co. Employee Profit Sharing Trust, Cross-Appellant v. Corrigan Enterprises, Inc. And Walter N. Corrigan, Cross-AppelleesCourt of Appeals for the Fifth Circuit · 1986
- American Federation of Unions Local 102 Health & Welfare Fund v. Equitable Life Assurance Society of the United States, DefendantsCourt of Appeals for the Fifth Circuit · 1988
- Raymond J. Donovan, Secretary of the United States Department of Labor v. Tommy Mercer and Wanda Jo MercerCourt of Appeals for the Fifth Circuit · 1984
6 more not listed; retrieve them via the Exa API.
3Cited by30 opinions
- Custer v. SweeneyCourt of Appeals for the Fourth Circuit · 1996
- In Re Enron Corp. Securities, Derivative & ERISADistrict Court, S.D. Texas · 2003
- Reich v. LancasterCourt of Appeals for the Fifth Circuit · 1995
- Thomas, Head & Greisen Employees Trust Ronald E. Greisen Henry P. Head v. Jack Buster, and Terry D. Parks and Northern FinancialCourt of Appeals for the Ninth Circuit · 1994
- Eric Tiblier v. Paul DlabalCourt of Appeals for the Fifth Circuit · 2014
25 more not listed; retrieve them via the Exa API.