Benefit Plan Investors definition

Benefit Plan Investors has the meaning specified in Section 2.11(d).

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Benefit Plan Investors means as defined in the section of this Prospectus entitled

Benefit Plan Investors means employee benefit plans subject to Title I of ERISA, benefit plans subject to Section 4975 of the Code, government plans, church plans, Individual Retirement Accounts, K▇▇▇▇ Plans covering only self-employed persons and no employees, employee benefit plans covering only the sole owner of a business and/or his spouse and foreign pension plans.

Examples of Benefit Plan Investors in a sentence

An entity described in (iii) immediately above will be considered to hold plan assets only to the extent of the percentage of the equity interests in the entity held by Benefit Plan Investors.
Subscribers who are either (i) Benefit Plan Investors or (ii) investing on behalf of or with assets of a Benefit Plan Investor must complete Appendix B.
Benefit Plan Investors also include that portion of any insurance company’s general account assets that are considered “plan assets” and (except if the entity is an investment company registered under the ▇▇▇▇ ▇▇▇) also include assets of any insurance company separate account or bank common or collective trust in which plans invest.
You understand that the General Partner in its sole discretion may limit investments in the Partnership so that less than 25% of the Units of the Partnership are owned by Benefit Plan Investors, and the General Partner may require a Benefit Plan Investor to redeem its interest in the Partnership if such 25% limit would be exceeded.
No purchase or transfer of a Membership Interest will be effective, and neither the Company nor the Initial Member will recognize any such purchase or transfer, if, after giving effect to such purchase or transfer, 25% or more of the Membership Interests as determined under 29 C.F.R. Section 2510.3-101, would be held by Benefit Plan Investors.

More Definitions of Benefit Plan Investors

Benefit Plan Investors. Futures Markets and Trading Methods" "Alternative Investment Strategies in General" "Supplemental Performance Information"

Benefit Plan Investors include (a) any employee benefit plan (as defined in section 3(3) of ERISA), that is subject to Title I of ERISA, (b) any plan to which Section 4975 of the Internal Revenue Code applies, including, without limitation, individual retirement accounts and K▇▇▇▇ plans, and (c) any entity, the underlying assets of which include plan assets of a plan described in (a) or (b) above by reason of a plan’s investment in the entity, including without limitation for this purpose, the general account of an insurance company, any of the underlying assets of which constitute “plan assets” under Section 401(c) of ERISA, or a wholly owned subsidiary thereof.

Benefit Plan Investors means (i) any “employee benefit plan” (as defined in Section 3(3) of ERISA), subject to Title I of ERISA, (ii) any “plan” described in Section 4975(e)(1) of the Code to which Section 4975 of the Code applies, or (iii) any entity whose underlying assets could be deemed to include “plan assets” by reason of an employee benefit plan’s or a plan’s investment in the entity within the meaning of the Plan Asset Regulation or otherwise. Such an entity is considered to hold plan assets only to the extent of the percentage of its equity interests held by Benefit Plan Investors.

Benefit Plan Investors means, as defined in Section 3(42) of ERISA, (a) any employee benefit plan (as defined in Section 3(3) of ERISA) that is subject to the provisions of Title I of ERISA, (b) any "plan" as defined in Section 4975(e)(1) of the Code and subject to Section 4975 of the Code and (c) any entity whose assets are treated as "plan assets" for purposes of ERISA or Section 4975 of the Code by reason of such an employee benefit plan's or a plan's investment in the entity (including an insurance company, any of whose general account assets constitute plan assets or a wholly-owned subsidiary thereof).

Benefit Plan Investors shall have the meaning provided in the Plan Asset Regulation.

Benefit Plan Investors also include simplified employee pension plans and individual retirement accounts. “Benefit plan investors” also include entities deemed under the Plan Asset Regulation to hold “plan assets” due to investments made in the entity by such employee benefit plans and other plans.

Benefit Plan Investors. ’ means Plans, other employee benefit plans not subject to ERISA or Section 4975 of the Code (such as governmental, church and foreign plans), and entities holding assets deemed to be ‘‘plan assets’’ of any Plan.