Bureau of National Affairs, Inc. v. Chase

MEMORANDUM OPINION

ELLEN LIPTON HOLLANDER, District Judge.

In this case, I must consider whether a health benefits plan is entitled to reimbursement of medical expenses from the proceeds of a tort settlement received by its beneficiary from a third party. Bureau of National Affairs, Inc. (“BNA”), plaintiff, as fiduciary of the Bureau of National Affairs, Inc. Welfare Benefit Plan (the “Plan”), sued Marcia Chase and her husband, Patrick Chase, defendants, to recover for expenses that the Plan paid for Ms. Chase’s medical care.1

The parties agreed to defer expert discovery until the completion of…