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Access over workers' compensation decisions, including En Banc, Significant Panel Decisions, and writ-denied cases.

Case No. MISSING
Regular Panel Decision

Jeffries v. Pension Trust Fund of the Pension, Hospitalization & Benefit Plan of the Electrical Industry

Plaintiff Claude Jeffries, a retired electrician, sued the Pension Trust Fund of the Electrical Industry under ERISA, seeking to include pension credits from 1969-1975 in his current benefits. He alleged the Plan should have declared a partial termination during a 1975-1979 New York recession, which would have vested his benefits. The defendant moved to dismiss the complaint, arguing lack of standing and statute of limitations, while plaintiff moved for class certification for similarly affected members. The court denied the defendant's motion to dismiss the claim for benefits, finding it timely, but granted dismissal for the breach of fiduciary duty claim as time-barred. The plaintiff's motion for class certification was denied due to insufficient evidence for numerosity, with leave to refile after discovery.

ERISAPension BenefitsClass CertificationMotion to DismissStatute of LimitationsFiduciary DutyPartial TerminationBenefit ForfeitureUnemploymentLabor Union
References
15
Case No. MISSING
Regular Panel Decision

Cook v. Pension Benefit Guarantee Corp.

The Trustees of the Local 852 General Warehouseman’s Union Pension Fund sued the Pension Benefit Guarantee Corporation (PBGC) seeking reimbursement for pension benefits paid to retirees of two closed warehouses. The Fund argued for recovery based on equitable estoppel, asserting detrimental reliance on an initial PBGC determination that it would guarantee these benefits. The PBGC moved for summary judgment, contending that estoppel against a federal agency requires a showing of affirmative misconduct or manifest injustice. The Court found no evidence of affirmative misconduct by the PBGC and concluded that its change in determination, made to conform with Congressional intent, did not constitute manifest injustice. Consequently, the Court granted the PBGC's motion for summary judgment, ruling that equitable estoppel was inapplicable.

Equitable EstoppelFederal Agency EstoppelSummary JudgmentERISAPension BenefitsMulti-employer PlanPension Benefit Guarantee Corporation (PBGC)Affirmative MisconductManifest InjusticeDetrimental Reliance
References
10
Case No. No. 14-CV-6449 (E.D.N.Y.)
Regular Panel Decision

AEI Life, LLC v. Lincoln Benefit Life Co.

This memorandum addresses whether a pending appeal in another circuit concerning a jurisdictional dismissal precludes the Eastern District of New York from exercising jurisdiction. The New Jersey District Court had previously dismissed an action by Lincoln Benefit Life Company (LBL) against AEI Life, LLC (AEI) for lack of subject matter jurisdiction, which LBL appealed. Subsequently, AEI initiated the current lawsuit in New York, seeking a declaration of policy validity and damages for alleged breach. The court concluded that the first-to-file rule is inapplicable here because the New Jersey court never secured jurisdiction. Additionally, a balance of convenience analysis favored New York as the appropriate venue, citing AEI's home forum, witness locations, and the locus of operative facts. Consequently, LBL's motion to dismiss or stay the action is denied, allowing the case to proceed in the Eastern District of New York.

JurisdictionSubject Matter JurisdictionPersonal JurisdictionFirst-to-File RuleFinal Judgment RuleChoice of LawVenueDiversity JurisdictionInsurance PolicySTOLI Scheme
References
36
Case No. MISSING
Regular Panel Decision

Pension Benefit Guaranty Corp. v. Broadway Maintenance Corp.

This case involves the Pension Benefit Guaranty Corporation (PBGC) and the bankrupt Broadway Maintenance Corporation (Broadway) disputing the termination date of Broadway's non-union employee pension plan. PBGC initiated the lawsuit to become the statutory trustee and sought to establish March 26, 1981, as the termination date. Broadway argued for an earlier, retroactive date. The court, guided by ERISA and the interests of the plan participants, rejected both parties' proposed dates. The judge formulated a test for involuntary terminations and ultimately established December 5, 1980, as the official termination date, citing the date PBGC first formalized its intent to terminate the plan.

ERISAPension Plan TerminationEmployee Retirement Income Security ActInvoluntary TerminationTermination Date DisputeBankruptcyPlan Participants' InterestsStatutory TrusteeFiduciary DutyPension Benefit Guaranty Corporation
References
2
Case No. MISSING
Regular Panel Decision
Jan 15, 1988

Pension Benefit Guaranty Corp. v. LTV Corp.

David H. Miller and William W. Shaffer ("Miller and Shaffer") moved to intervene individually and as representatives of participants in the Jones & Laughlin Retirement Plan in an action filed by the Pension Benefit Guaranty Corporation (PBGC) against LTV Corporation and LTV Steel Company ("LTV"). LTV did not object to individual intervention but opposed class action intervention, arguing it would delay the PBGC action. The court granted the motion, allowing Miller and Shaffer to intervene both individually and as class representatives. The decision emphasized that Miller and Shaffer met the minimal burden of showing that PBGC's representation might be inadequate, as their interests, seeking full plan benefits, could diverge from PBGC's role as plan administrator. This opinion allows the class action to proceed under Rule 23(e), preventing dismissal or compromise without court approval.

InterventionERISAPension PlansBankruptcyClass ActionRule 24Rule 23(e)Adequate RepresentationPlan TerminationRestoration
References
6
Case No. 11 CV 1471
Regular Panel Decision

Martinez v. Bakery & Confectionery Union & Industry International Pension Fund

The case involves multiple plaintiffs, participants in the Bakery and Confectionery Union and Industry International Pension Fund Pension Plan, who challenged an amendment to the plan. This amendment eliminated the ability for participants no longer in covered employment to "age into" certain early retirement benefits (Plan C and Plan G). Plaintiffs alleged this violated Section 204(g) of ERISA, the anti-cutback rule, which protects accrued benefits. The Court, applying the standard for judgment on the pleadings, found that the Plan C and Plan G benefits are early retirement or retirement-type subsidies and thus accrued benefits under ERISA. Relying on statutory text and precedent like *Ahng v. Allsteel, Inc.*, the Court ruled that the amendment impermissibly cut back accrued benefits for those employees who had met the years of service requirement and could continue to age into their pension benefits even after separation from employment. Consequently, the Court granted the plaintiffs' motions for judgment on the pleadings and denied the defendants' motions.

ERISAPension PlanRetirement BenefitsAnti-cutback RuleEmployee BenefitsJudgment on the PleadingsDefined Benefit PlanEarly RetirementAccrued BenefitsPlan Amendment
References
24
Case No. MISSING
Regular Panel Decision
Sep 14, 1989

Kinek v. Gulf & Western, Inc.

The Kinek plaintiffs and Pension Benefit Guaranty Corporation (PBGC) sued Gulf & Western, Inc. (G&W) and its pension plan for alleged violations of a collectively-bargained pension agreement and ERISA, stemming from a 'spin-off' where G&W transferred assets and liabilities to Horsehead Industries' pension plan. Plaintiffs argued G&W failed to fully fund vested pension benefits upon this transfer, as contractually required by the G&W Plan's sections 3.1 and 10.2. The court confirmed plaintiffs' standing and applied a de novo standard of review. It ruled that the G&W Plan's provisions, when read together, obligated G&W to provide full funding for vested benefits during an asset transfer. Consequently, the court denied G&W's motion for summary judgment and granted the Kinek plaintiffs' cross-motion for partial summary judgment, holding G&W liable.

ERISALMRAPension PlanEmployee BenefitsSummary JudgmentContract DisputePension FundingAsset TransferSpin-offVested Benefits
References
0
Case No. 81 Civ. 3958 (KTD)
Regular Panel Decision
Sep 16, 1982

In Re Pension Plan for Emp. of Broadway Maint.

This case involves a dispute between the Pension Benefit Guaranty Corporation (PBGC) and the bankrupt Broadway Maintenance Corporation over the termination date of Broadway's employee pension plan. The PBGC initiated the lawsuit to be appointed statutory trustee, declare the plan terminated, and sought a termination date of March 26, 1981, while Broadway argued for a retroactive date prior to December 31, 1979. Judge Kevin Thomas Duffy acknowledged the appointment of the PBGC as trustee and the plan's termination, with the sole issue being the precise termination date. After considering the interests of the participants, the PBGC, and Broadway, and applying legal precedent, the court ultimately set December 5, 1980, as the earliest valid termination date. This date was chosen because it marked when the PBGC filed its original Proofs of Claim, signaling its clear intent to terminate the plan.

ERISAPension Plan TerminationEmployee BenefitsBankruptcyPBGCStatutory TrusteeRetroactive Termination DateJudicial TerminationParticipant InterestsFinancial Distress
References
3
Case No. MISSING
Regular Panel Decision

Laflamme v. Carpenters Local 370 Pension Plan

Plaintiff Michael LaFlamme initiated a class action against the Carpenters Local #370 Pension Plan and its Board of Trustees, alleging violations of the Employee Retirement Income Security Act (ERISA) concerning the plan's 'freezing rule' for benefit accrual after a 'break in service.' LaFlamme sought a judicial declaration that this rule contravenes ERISA's minimum accrual standards, along with a reformation of the pension plan and recalculation of benefits for all affected class members. The court, presided over by District Judge Hurd, evaluated the motion for class certification under Federal Rule of Civil Procedure 23(a) and (b), finding that the requirements of numerosity, commonality, typicality, and adequacy of representation were met. Consequently, the motion for class certification was granted, establishing a class comprised of all plan participants, active or retired, who experienced a service break resulting in frozen benefit accrual rates. The decision also outlined procedures for providing notice to the newly certified class members, while deferring detailed adjudication of defenses like statute of limitations and exhaustion of remedies to later dispositive motions.

ERISAPension BenefitsClass ActionBenefit AccrualFreezing RuleBreaks in ServiceClass CertificationRule 23(a)Rule 23(b)Federal Civil Procedure
References
49
Case No. MISSING
Regular Panel Decision

Veryzer v. American International Life Assurance Co.

Robert Veryzer, Ph.D. ("Plaintiff") sued American International Life Assurance Company of New York ("AI Life") under ERISA, challenging the insurer's denial of his long-term disability benefits. AI Life had limited benefits to 24 months, classifying Veryzer's disability as "Mental Illness" despite extensive medical evidence from his treating physicians and neuropsychologists attributing it to mercury poisoning from Hepatitis A and B vaccinations. The court found AI Life's decision arbitrary and capricious, unsupported by substantial evidence, citing the insurer's reliance on non-examining experts who ignored medical literature and procedural irregularities in the claims process. Highlighting AI Life's conflict of interest as both administrator and payor, the court denied AI Life's motion for summary judgment, granted Veryzer's cross-motion, reversed the denial of benefits, and ordered AI Life to provide the requested coverage.

ERISA claimsLong-term disabilitySummary judgment motionsArbitrary and capricious reviewMercury toxicityVaccination injuryCognitive impairment benefitsMedical expert testimonyInsurance bad faithClaims processing irregularities
References
26
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