The Southern Company Employee Savings Plan v. Costa et al
| The Southern Company Employee Savings Plan |
| Brandi Costa Nolen |
| Mary Robin Costa |
| Southern Company Employee Savings Plan Committee Southern Company Services, Inc. |
| 1:2024cv00040 |
| February 8, 2024 |
| US District Court for the Southern District of Alabama |
| William E Cassady |
| Kristi K DuBose |
| Katherine P Nelson |
| Labor: E.R.I.S.A. |
| 29 U.S.C. § 1001 E.R.I.S.A.: Employee Retirement |
| None |
Docket Report
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This docket was last retrieved on October 25, 2024. A more recent docket listing may be available from PACER.
| Document Text |
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| Filing 21 Summons Issued as to Southern Company Employee Savings Plan Committee Southern Company Services, Inc., The Southern Company Employee Savings Plan. Note to Counsel: The Summons have been issued. Please print copies necessary for service. (meh) |
| Filing 20 NOTICE of Filing Proposed Summons by Brandi Costa Nolen (Martin, David) |
| Filing 19 ANSWER to Complaint , COUNTERCLAIM against The Southern Company Employee Savings Plan, THIRD PARTY COMPLAINT against Southern Company Employee Savings Plan Committee Southern Company Services, Inc. by Brandi Costa Nolen. (Martin, David) |
Filing 18
PRELIMINARY SCHEDULING ORDER entered. Rule 26 Meeting Report due by 5/10/2024. Signed by Magistrate Judge Katherine P. Nelson on 3/26/2024. (Attachments: #1 Consent Form) (meh)
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Filing 17
ENDORSED ORDER granting #14 MOTION and APPLICATION for Jadyn D. Taylor to Appear Pro Hac Vice for The Southern Company Employee Savings Plan. Signed by Magistrate Judge Katherine P. Nelson on 3/26/2024. (ctn)
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Filing 16
ENDORSED ORDER granting #13 MOTION and APPLICATION for Tashwanda Pinchback Dixon to Appear Pro Hac Vice for The Southern Company Employee Savings Plan. Signed by Magistrate Judge Katherine P. Nelson on 3/26/2024. (ctn)
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| Filing 15 ANSWER to #9 Answer to Complaint, Counterclaim by The Southern Company Employee Savings Plan. (Kimble, Cavender) |
| Filing 14 MOTION and APPLICATION for Jadyn D. Taylor to Appear Pro Hac Vice. Attorney affirms that a certificate of good standing that complies with #S.D. Ala. GenLR 83.3(d) is attached. ( Filing fee $ 75, Receipt number AALSDC-3367698, Online Credit Card Payment) filed by All Plaintiffs. (Attachments: #1 Exhibit Certificate of Good Standing) (Taylor, Jadyn) |
| Filing 13 MOTION and APPLICATION for Tashwanda Pinchback Dixon to Appear Pro Hac Vice. Attorney affirms that a certificate of good standing that complies with #S.D. Ala. GenLR 83.3(d) is attached. ( Filing fee $ 75, Receipt number AALSDC-3367683, Online Credit Card Payment) filed by All Plaintiffs. (Attachments: #1 Exhibit Certificate of Good Standing) (Dixon, Tashwanda) |
| MOTIONS REFERRED: #13 MOTION and APPLICATION for Tashwanda Pinchback Dixon to Appear Pro Hac Vice and #14 MOTION and APPLICATION for Jadyn D. Taylor to Appear Pro Hac Vice. Referred to Judge Katherine P. Nelson. (meh) |
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Filing 12
ENDORSED ORDER granting #11 Brandi Costa Nolen's Unopposed Motion for Extension of Time to Answer; re #1 Complaint in Interpleader. Answer due from Brandi Costa Nolen on 3/29/2024. Signed by District Judge Kristi K. DuBose on 3/19/2024. (khc)
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| Filing 11 Unopposed MOTION for Extension of Time to File Answer re #1 Complaint in Interpleader,, filed by Brandi Costa Nolen. (Martin, David) |
| MOTIONS REFERRED: #11 Unopposed MOTION for Extension of Time to File Answer re #1 Complaint in Interpleader. Referred to Judge DuBose. (meh) |
| Filing 10 Answer due from The Southern Company Employee Savings Plan pursuant to FRCP 12(a)(1)(b). (meh) |
| Filing 9 ANSWER to Complaint , COUNTERCLAIM against The Southern Company Employee Savings Plan by Mary Robin Costa. (Lassiter, John) |
| Filing 8 NOTICE of Appearance by John M. Lassiter, Jr on behalf of Mary Robin Costa (Lassiter, John) |
| Filing 7 Document endorsed NOTED by District Judge Kristi K. DuBose: Corporate Disclosure Statement #5 filed by The Southern Company Employee Savings Plan. Review of the corporate disclosure statement has been completed. The review did not reveal any reason to believe that there are potential conflicts of interest, which would require disqualification or recusal in this action. (khc) |
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Filing 6
TEXT-ONLY ORDER on #5 Disclosure Statement filed by The Southern Company Employee Savings Plan. A review does not reveal any reason to believe that there are potential conflicts of interest that would require recusal in this action. Signed by Magistrate Judge Katherine P. Nelson on 2/27/2024. (ctn)
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| Filing 5 Corporate Disclosure Statement filed by Plaintiff The Southern Company Employee Savings Plan. (Kimble, Cavender) |
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Filing 4
TEXT-ONLY ORDER: The Southern Company Employee Savings Plan is ORDERED to file a Disclosure Statement, using this Court's current form, certifying disclosures required by S.D. Ala. CivLR 7.1 (required of "[a]ll non-governmental artificial entities appearing as parties"), and if applicable Fed. R. Civ. P. 7.1, no later than 3/4/2024 (form available at: https://www.alsd.uscourts.gov/sites/alsd/files/forms/CivilDisclosureStatement.pdf). Signed by Magistrate Judge Katherine P. Nelson on 2/26/2024. (ctn)
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| Case reassigned to Magistrate Judge Katherine P. Nelson. Magistrate Judge Bert W. Milling, Jr no longer assigned to the case. To insure that your pleadings are referred to the proper Judge and Magistrate Judge with as little delay as possible, please use the letter suffix KD-N after the case number on all future pleadings. (cmj) |
| Case Reassigned to District Judge Kristi K. DuBose and Magistrate Judge Bert Milling. Magistrate Judge William E. Cassady no longer assigned to the case. To insure that your pleadings are referred to the proper Judge and Magistrate Judge with as little delay as possible, please use the letter suffix KD-M after the case number on all future pleadings. |
| Filing 3 Summons Issued as to Mary Robin Costa, Brandi Costa Nolen. Note to Counsel: The Summons have been issued. Please print copies necessary for service. (eec) |
| Filing 2 Notice of Assignment to Magistrate Judge William E. Cassady for trial. (eec) |
| Filing 1 COMPLAINT for Interpleader against Mary Robin Costa, Brandi Costa Nolen ( Filing fee $405 receipt number AALSDC-3344607, Online Credit Card Payment), filed by The Southern Company Employee Savings Plan. 90 day Rule 4m deadline set for 5/8/2024. (Attachments: #1 Exhibit A - ESP Beneficiary Designation, #2 Exhibit B - Summary Plan Description (Eff 2010), #3 Exhibit C - C - Summary Plan Description (Eff 2018 - Updated 2024), #4 Civil Cover Sheet, #5 Summons to Mary Robin Costa, #6 Summons to Brandi Costa Nolen) (Kimble, Cavender) (Attachment 1 replaced on 3/27/2024) (cjr). |
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