| | 84-7 |
| | December 20, 1984 |
| | REFERENCE: |
| | 4001(b) Definitions. Employer and Controlled Group |
| | 4203 Complete Withdrawal |
| | 4212(c) Obligation to Contribute - Liability |
| | OPINION: |
| | We have your letter raising several issues arising under the provisions of the Multiemployer Pension Plan Amendments |
| | Act of 1980 (the "Act"). |
| | Your first question concerns whether a withdrawal from a multiemployer pension plan will occur when corporation X |
| | organizes a wholly-owned subsidiary corporation Y and transfers to it all of the assets of one of its divisions. Section |
| | 4203 of ERISA provides that a withdrawal from a multiemployer plan has occurred when an employer permanently ceases |
| | to have an obligation to contribute under the plan, or permanently ceases all covered operations under the plan. (Section |
| | references herein are to the Employee Retirement Income Security Act of 1974 ("ERISA"), 29 U.S.C. § 1001 et seq., as |
| | amended by the Act). Section 4001(b) defines an "employer" to include all trades or businesses under common control, |
| | and the PBGC's regulation on trades or businesses under common control, 29 C.F.R. Part 2612, provides that "trades or |
| | businesses which are under common control" has the same meaning as in Section 414(c) of the Internal Revenue Code |
| | ("IRC") and the regulations issued thereunder. Accordingly, if certain entities, such as X and Y, are under common control |
| | as defined in Section 414(c) of the IRC, they constitute the "employer" for purposes of Section 4203 of ERISA and no |
| | withdrawal will have occurred as a result of a transfer of assets from X to Y. |
| | Your second question concerns the sale by X of all of the stock in its subsidiary corporation Y to your client A, an |
| | unrelated corporation which continues contributions to the plan on behalf of Y. You advise that neither X nor A has made |
| | any other contributions to the plan., nor does either intend to make other contributions to the plan. You ask whether, as a |
| | result of the stock sale, X and Y would incur withdrawal liability under ERISA. |
| | It is clear that Congress intended that no withdrawal occur solely because a parent employer sells the stock of a |
| | subsidiary, so long as the subsidiary continues to make its contributions to the plan. The legislative history to the Act |
| | contains the following analysis: |
| | A group of trades or businesses under common control is treated as a single employer. For example, if P Corporation |
| | owns 100 percent of the stock of S Corporation, a subsidiary that has an obligation to contribute to a multiemployer plan |
| | on behalf of its employees, the controlled group consisting of P and S would be considered an employer with an obligation |
| | to contribute to the plan. If P sells all of its interest in S to an unrelated party, the controlled group consisting of P and S |
| | would cease to exist. However, if S continues to have an obligation to contribute to the plan, no withdrawal would be |
| | considered to have taken place merely because of the change in ownership of S. 126 Cong. Rec. S10,115 (daily ed. July |
| | 29, 1980) and H.R. Rep. No. 96-869, Part II, 96th Cong., 2nd Sess. 162 (1980), reprinted in [1980] U.S. CODE CONG. & |
| | Therefore, the sale of stock of Y to A does not effect a withdrawal, as long as Y continues to make its contributions to the |
| | Finally, with regard to the transaction you describe, we note that under Section 4212(c), if a principal purpose of any |
| | transaction is to evade or avoid liability under Part 1 of Subtitle E of Title IV of ERISA, that part shall be applied (and |
| | liability shall be determined and collected) without regard to such transaction. |
| | Henry Rose |
| | General Counsel |