Trinity Health Corporation (“Trinity”)

Lann, et al. v. Trinity Health Corporation, et al. 
United States District Court for the District of Maryland
Case No. 14-02237

Case Overview

Plaintiffs allege that Trinity Health Corporation (“Trinity”), operated by Trinity and CHE Trinity, both Indiana non-profit corporations that operate over 80 hospitals and 89 continuing care facilities in 21 states, is improperly claiming an exemption from the federal Employee Retirement Income Security Act (“ERISA”) for its pension plans.  Defendants claim that the Trinity pension plans (“Trinity Plans”) are “church plans” and thus are not subject to ERISA regulation.

Plaintiffs allege a number of reasons why the Trinity Plans cannot claim an exemption from ERISA as church plans, including that the entities that established the Trinity Plans are not churches or conventions or associations of churches, as ERISA requires.

Plaintiffs allege that Defendants are violating ERISA, a federal law, by, among other things:

  • underfunding the Trinity Plans;
  • failing to furnish Plaintiffs or any member of the proposed Class with a Pension Benefit Statement, Summary Annual Reports, Notification of Failure to Meet Minimum Funding, or Funding Notices; and
  • failing to file an annual report with respect to the Trinity Plans with the Secretary of Labor.

Case Status

The case was consolidated with the CHE case for settlement purposes.  The Honorable Peter J. Messitte granted final approval of the settlement on May 31, 2017.

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