Tamyra S. Bowerman v. Wal-Mart Stores, Incorporated and Associates' Health and Welfare Plan

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• holding that a plan administrator was estopped from denying medical coverage where the plan documents were ambiguous and someone with apparent authority to interpret the plan made oral misrepresentations
• holding that monetary damages may be awarded in a § 1132(a)(3) claim because “when sought as a remedy for breach of fiduciary duty restitution is properly regarded as an equitable remedy because the fiduciary concept is equitable.”
• holding a fiduciary liable when inadequacies in the plan documents were exacerbated by incorrect and misleading information from its agents
• explaining that a fiduciary is any entity that exercises a degree of discretion over the management or administration of the plan
• noting that money damages are not equitable relief under 1132(a)(3)
• plan administrator breached fiduciary duty to participant where plan documents were unclear and ambiguity was exacerbated by incorrect and misleading answers representatives of plan and employer gave in response to participant’s questions

Source: CourtListener parenthetical corpus (CC0).