Benefit Plan Investor definition

Benefit Plan Investor means an “employee benefit plan” as defined in Section 3(3) of ERISA that is subject to Title I of ERISA, a “plan” as defined in and subject to Section 4975 of the Code or an entity whose underlying assets include plan assets of any of the foregoing.
Benefit Plan Investor shall have the meaning assigned to such term in Section 3.9.
Benefit Plan Investor means a benefit plan investor as defined in the Plan Asset Regulations.

Examples of Benefit Plan Investor in a sentence

  • No transfer or exchange of an interest in this Note will be permitted to a Benefit Plan Investor, other than an ERISA Permitted Investor, and any such transfer will be null and void.

  • The Borrower (a) will not be a Benefit Plan Investor and (b) will not be a Governmental Plan, and none of the underlying assets of the Borrower will be treated as constituting or including assets of any Benefit Plan Investor or Governmental Plan.

  • By accepting and holding this Trust Certificate, the Certificateholder hereof shall be required to have represented and warranted that it is not a Benefit Plan Investor or a Plan that is subject to Similar Law.

  • The Trust Certificates may not be acquired or held by a Benefit Plan Investor, a Plan that is subject to Similar Law or a person who is not a United States Person within the meaning of Section 7701(a)(30) of the Code.


More Definitions of Benefit Plan Investor

Benefit Plan Investor means a benefit plan investor as defined in regulations
Benefit Plan Investor. As defined in Section 5.02(b) hereof.
Benefit Plan Investor has the meaning specified in Section 2.4 of the Indenture.
Benefit Plan Investor means a Member who is subject to ERISA or to the prohibited transaction provisions of Section 4975 of the Code.
Benefit Plan Investor. (A) An “employee benefit plan” (as defined in Section 3(3) of ERISA) that is subject to the fiduciary responsibility provisions of Title I of ERISA, (B) a “plan” (including an individual retirement account or a “Xxxxx” plan) within the meaning of Section 4975(e)(1) of the Code that is subject to Section 4975 of the Code, or (C) any entity whose underlying assets include “plan assets” under the Plan Asset Regulation by reason of any such employee benefit plan’s or plan’s investment in the entity.
Benefit Plan Investor means (a) any “employee benefit plan” (as defined in Section 3(3) of Title I of ERISA) that is subject to the fiduciary responsibility provisions of Title I of ERISA, (b) any “plan” as defined in Section 4975(e) of the Code that is subject to Section 4975 of the Code, (c) any governmental or other plan or arrangement that is not subject to ERISA or to Section 4975 of the Code but is subject to any law or restriction substantially similar to Section 406 of ERISA or Section 4975 of the Code or (d) any entity whose underlying assets include “plan assets” of the foregoing employee benefit plans or plans (within the meaning of the DOL Regulations or otherwise).
Benefit Plan Investor means (a) any “employee benefit plan” (as defined in Section 3(3) of Title I of ERISA) that is subject to the fiduciary responsibility provisions of Title I of ERISA, (b) any “plan” as defined in Section 4975(e) of the Code that is subject to Section 4975 of the Code, or (c) any entity whose underlying assets include “plan assets” (within the meaning of the DOL Regulations).