Legal Opinion

Board of Trustees of Bricklayers and Allied Craftsmen Local 6 of New Jersey Welfare Fund v. Wettlin Associates, Inc

Court of Appeals for the Third Circuit

Decided January 8, 2001No. 00-1382PublishedCited by 65 opinions

1Opinion of the Court

OPINION OF THE COURT

WEIS, Circuit Judge.

The issue in this case is whether ERISA’s definition of “fiduciary” includes an entity that receives contributions from employers and awards benefits to participants pursuant to an agreement with trustees of a union welfare fund. We conclude that the allegations in plaintiffs complaint were sufficient to preclude a ruling that no fiduciary status existed as a matter of law. Accordingly, we will reverse the District Court’s ruling that the complaint failed to state a claim. The facts are taken from the plaintiffs proposed amended complaint. Plaintiff is…

2Cases cited10 opinions

  1. Christensen v. Harris CountySupreme Court of the United States · 2000
  2. Pegram v. HerdrichSupreme Court of the United States · 2000
  3. Harris Trust & Savings Bank v. Salomon Smith Barney Inc.Supreme Court of the United States · 2000
  4. Lorenz v. CSX Corp.Court of Appeals for the Third Circuit · 1993
  5. Marita L. Curcio the Estate of Frederick Curcio, III v. John Hancock Mutual Life Insurance Company Capital Health Systems John Hancock Mutual Life Insurance Company ("John Hancock"), in No. 93-7545, Marita L. Curcio the Estate of Frederick Curcio, III v. John Hancock Mutual Life Insurance Company Capital Health Systems Marita L. Curcio, Individually and as of the Estate of Frederick Curcio, Iii, in No. 93-7556Court of Appeals for the Third Circuit · 1994

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3Cited by65 opinions

  1. Daniel J. Leveto v. Robert A. LapinaCourt of Appeals for the Third Circuit · 2001
  2. In Re Enron Corp. Securities, Derivative & ERISADistrict Court, S.D. Texas · 2003
  3. Santomenno Ex Rel. John Hancock Trust v. John Hancock Life Insurance Co. (U.S.A)Court of Appeals for the Third Circuit · 2014
  4. In Re: Mushroom Transportation Company, Inc., Debtor. Jeoffrey Burtch Mushroom Transportation Co., Inc. Penn York Realty Company, Inc. Robbey Realty Inc. Trux Enterprises Teamsters Pension Trust Fund of Philadelphia Charles J. Schaffer, Jr. William J. Einhorn Raymond A. Huber Hubert C. Dietrich Robert J. Ewanco William D. Gross Thomas R. Johnston Joseph P. Santone William J. Dillner, Jr. James H. Hutchinson, Jr. John P. O'COnnOr Anthony R. Simones Freight Drivers & Helpers Local 557 Pension Fund Daniel L. Sandy v. Jonathan H. Ganz Pincus Verlin Hahn & Reich, P.C. Pincus Reich Hahn Dubroff & Ganz, P.C. Modell Pincus Hahn & Reich, P.C. Pincus Verlin Bluestein Hahn & Reich, P.C. Astor Weiss & Newman Rawle & Henderson Continental Bank Erwin L. Pincus Richard L. Hahn Pace Reich Jerome J. Verlin Andrew F. Napoli Ronald Bluestein Herman P. Weinberg David N. Bressler Allen B. Dubroff Jeoffrey Burtch, Trustee in Bankruptcy of Mushroom Transportation Company, Inc., Successor to Robbey Realty, Inc., Penn York Realty Company, Inc., and Trux Enterprises, Inc. And Successor to Michael Arnold, Former Trustee in Bankruptcy, Mushroom Transportation Company, Inc., Robbey Realty, Inc., Penn York Realty Company, Inc., and Trux Enterprises, Inc., the Teamsters Pension Trust Fund of Philadelphia and Vicinity, Charles J. Schaffer, Jr., in His Official Capacity as a Fiduciary, by His Successor in Office, William J. Einhorn, Raymond A. Huber, Herbert C. Dietrich, Robert J. Ewanco, William D. Gross, Thomas R. Johnston, Joseph P. Santone, William J. Dillner, Jr., James H. Hutchinson, Jr., John P. O'COnnOr and Anthony R. Simones, Trustees of the Western Pennsylvania, Teamsters and Employers Pension Fund or Their Successors, and Freight Drivers & Helpers Local 557 Pension Fund and Daniel L. Sandy, a Fiduciary, or His Successor and Any Other Named or Deemed Substituted (By Virtue of His Office) or Other SuccessorCourt of Appeals for the Third Circuit · 2004
  5. Burns v. ColvinDistrict Court, M.D. Pennsylvania · 2016

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