Advocate Health Care Network v. Stapleton

U.S. Supreme Court · decided June 5, 2017 · Supreme Court Database (Spaeth)

Decided
June 5, 2017
Term
October Term 2016
Vote
8–0
Majority author
Justice Kagan
Issue area
Economic Activity
Disposition
Reversed
Outcome
Petitioning party won
Ideological direction
Conservative

Opinion excerpt

Justice KAGAN delivered the opinion of the Court. The Employee Retirement Income Security Act of 1974 (ERISA) exempts "church plan[s]" from its otherwise-comprehensive regulation of employee benefit plans. 88 Stat. 840, as amended, 29 U.S.C. § 1003(b)(2). Under the statute, certain plans for the employees of churches or church-affiliated nonprofits count as "church plans" even though not actually administered by a church. See § 1002(33)(C)(i). The question presented here is whether a church must have originally established such a plan for it to so qualify. ERISA, we hold, does not impose that requirement. I Petitioners identify themselves as three church-affiliated nonprofits that run hospitals and other healthcare facilities (collectively, hospitals). They offer defined-benefit pension plans to their employees. Those plans were established by the hospitals themselves-not by a church-and are managed by internal employee-benefits committees. ERISA generally obligates private employers offering pension plans to adhere to an array of rules designed to ensure plan solvency and protect plan participants. See generally New York State Conference of Blue Cross & Blue Shield Plans v. Travelers Ins. Co., 514 U.S. 645, 651, 115 S.Ct. 1671, 131 L.Ed.2d 695 (1995) (cataloguing ERISA's "reporting and disclosure mandates," "participation and vesting requirements," and "funding standards").…

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