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United States Leading Case proprietary basetracing in equity

Montanile v Board of Trustees of National Elevator Industry Health Benefit Plan

577 U.S. 136 (2016)
JurisdictionUnited States
CourtUS Supreme Court
Year2016
StatusBinding authority

Summary

An ERISA equitable lien by agreement attaches only to specifically identifiable funds held by the participant, not to general assets once the fund is dissipated.

Key Principle

ERISA equitable lien by agreement does not extend to general assets; plan can only recover specifically identifiable funds in participant's possession

Area of Law

employment

Related Cases

Construction, Forestry, Maritime, Mining and Energy Union v Personnel Contracting Pty Ltd (2022) 275 CLR 165

Employee/independent contractor characterisation is determined by the legal rights and obligations in the written contract, not the totality of the relationship.

ZG Operations Australia Pty Ltd v Jamsek (2022) 275 CLR 215

HCA confirmed that employee/contractor distinction is determined by contractual terms alone, rejecting the multi-factorial totality-of-relationship test.

WorkPac Pty Ltd v Rossato (2021) 271 CLR 456

A casual employee's status is determined by the contractual terms at engagement; regularity of work pattern does not transform casual employment into permanent employment.

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