Advisory Opinions
Requests for interpretations and other rulings under Title 1 of ERISA are handled by the Office of Regulations and Interpretations under the provisions established by ERISA Procedure 76-1. The office answers inquiries from individuals and organizations in the form of advisory opinions, which apply the law to a specific set of facts, or information letters, which merely call attention to well established principles or interpretations.
| AO/ Date/ Reference | Recipient | Description of Request |
|---|---|---|
|
04/29/1994
606(a)(1) |
Mr. David A. Snouffer |
Whether, in complying with the notice requirement imposed by section 606(a)(1) of ERISA, with respect to the continuation of coverage provisions, such group health plans must provide the required notice not only to the covered employee, but also, in all cases, to the spouse of such employee, regardless of whether the spouse is covered under the group health plan. |
|
04/20/1994
3(33) 4(b)(2) |
Mr. S. Howard Kline |
Whether St. Anthony's Hospital in St. Petersburg, Florida, a medical facility of the Franciscan Sisters of Allegany, New York, benefit arrangements are church plans within the meaning of section 3(33) of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). |
|
04/20/1994
3(33) 4(b)(2) |
Mr. I. Lee Falk |
Whether certain benefit arrangements for employees of the Presbyterian Homes of the Presbytery of Huntingdon are church plans within the meaning of section 3(33) of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). |
|
04/20/1994
3(1) |
Mr. Emil Steck, Jr. |
Whether the Heat and Frost Insulators and Asbestos Workers Joint Apprenticeship Trust or the Heat and Frost Insulators and Asbestos Workers Maintenance and Hazardous Waste Agreements Trust are employee welfare benefit plans within the meaning of section 3(1) of Title I of ERISA, and if so, whether any ERISA reporting requirements are applicable to the plans. |
|
04/04/1994
3(33) 4(b)(2) |
Mr. I. Lee Falk |
Whether benefit arrangements for the Lutheran Social Services--East Region (LSSER) in Lititz, Pennsylvania, an institution of the Evangelical Lutheran Church in America employees are church plans within the meaning of section 3(33) of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). |
|
04/04/1994
3(33) 4(b)(2) |
Ms. Mary M. Potter |
Whether benefit arrangements for employees of Morningside Ministries, an institution organized by the Episcopal Diocese of West Texas, the Southwest Conference of the United Methodist Church, and the Southwest Presbyterian Church of San Antonio, are church plans within the meaning of section 3(33) of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). |
|
03/23/1994
3(33) 4(b)(2) |
Ms. Sharon L. Klingelsmith |
Whether certain benefit arrangements for employees of Lancaster-Mennonite Hospitals, a mental health facility in Mount Gretna, Pennsylvania, which is an institution of the Mennonite Church, are church plans within the meaning of section 3(33) of Title I of ERISA. |
|
03/17/1994
3(33) 4(b)(2) |
Mr. Arnold B. Kogan |
Whether the benefit arrangements for Messiah Home, a retirement community located in Mechanicsburg, Pennsylvania, that is an institution of the Brethren in Christ Church, employees are church plans within the meaning of section 3(33) of Title I of ERISA. |
|
03/17/1994
3(33) 4(b)(2) |
Mr. John J. Hunter |
Whether benefit arrangements for employees of the St. Peter's Hospital, an institution of the Religious Sisters of Mercy, and of other related institutions of the Order are church plans within the meaning of section 3(33) of Title I of ERISA. |
|
03/17/1994
3(33) 4(b)(2) |
Mr. Robert L. Abramowitz |
Whether benefit arrangements for employees of The Nazareth Hospital, in Philadelphia, Pennsylvania, which is an institution of the Congregation of the Sisters of the Holy Family of Nazareth, Immaculate Conception Province, are church plans within the meaning of section 3(33) of Title I of ERISA. |