Synergy Blog

Synergy Lien Resolution Services Success Story – 68% Reduction of ERISA Lien

This case involves a self-funded ERISA plan participant who was injured in a motor vehicle accident on I-4. The plaintiff suffered major injuries when the vehicle in which she was traveling in was forced by the impact of rear-end
collision underneath a semi-truck stopped in traffic in front of her.  The plaintiff incurred medical bills in excess of $18,000.00.  Counsel for the injured plaintiff was able to obtain a total of $45,000.00 in settlement from all sources of insurance. The self-funded ERISA plan asserted a reimbursement claim in the amount of $18,729.92 and demanded 100% repayment. Counsel for plaintiff was unable to obtain any reduction, even for fees and costs, so counsel turned to his trusted partner for lien resolution, Synergy Lien Resolution Service.  Despite the recent U.S. Supreme Court opinion in U.S. Airways v. McCutchen, which states that no reduction for attorney fees or any equitable  principle is required by self-funded ERISA plans, Synergy was able to reduce the repayment by 68% for a savings of $12,729.92.


"I just wanted to say thanks to you and the entire Synergy Settlement Services team for helping us put together a series of structured settlements and special needs trusts in two complex cases involving significant recoveries. As always, your accessibility, guidance and expertise on a whole host of post-settlement issues is very much appreciated and valued, particularly with respect to the often confusing topic of Medicare set asides. I look forward to our continued collaboration on cases in the future and am very appreciate of the first rate service your company continues to provide to our clients."

Stephan Le Clainche
Formerly of Babbitt, Johnson, Osborne & Le Clainche

"We have been using the lien resolution services Synergy offers for over a year, and it has been a load off of our back. As a trial attorney, I need my staff to spend time on litigation, not waste their time on hold with Medicare. The time and effort that we used to spend resolving issues with Medicare is now being used in much more productive ways. I haven’t called Medicare in over a year, and I hope I don’t have to call them again."

John D. Ayers, Esq.
Marks & Harrison, P.C.

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