Lutz v. Kaleida Health
| MARY ELLEN LUTZ, LEA SHURMATZ, KRISTIN SCHWARTZ, LINDA SPRING and ALEXIA CHRISTODOULIDES |
| KALEIDA HEALTH, KALEIDA HEALTH RETIREMENT PLAN COMMITTEE, SUSAN VALLANCE, BOARD OF DIRECTORS OF KALEIDA, KALEIDA HEALTH INVESTMENT COMMITTEE, NICHOLAS J. AQUINO, MATTHEW L. BROWN, LORRIE A. CLEMO, AMY L. CLIFTON, GARRY M. CROSBY, FRANK CURCI, EVAN EVANS, KEVIN GIBBONS, CHRISTOPHER T. GREENE, KATHLEEN T. GRIMM, ROBERT HALONEN, JAMES R. KASKIE, DARREN J. KING, JOHN R. KOELMEL, JODY L. LOMEO, WILLIAM J. MAGGIO, JR., GEORGE E. MATTHEWS, BRENDA L. MCGEE, DAVID A. MILLING, HERMAN S. MOGAVERO, JR., PAUL O'LEARY, CHRISTOPHER ROSS, MARY LOU RUSIN, DALE N. SCHUMACHER, FRANCISCO M. VASQUEZ, PETER WINKELSTEIN, ROBERT M. ZAK and JOHN DOES 1-80 |
| 26-1175 |
| April 30, 2026 |
| U.S. Court of Appeals, Second Circuit |
| LABOR LAWS-Retirement Act 1974 |
Docket Report
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| Filing 13 CERTIFIED COPY OF ORDER, dated 05/18/2026, determining the appeal to WDNY (BUFFALO), ISSUED.[Mandate] [Entered: 05/18/2026 04:33 PM] |
| Filing 12 FRAP 42 STIPULATION, with prejudice, FILED. [Entered: 05/18/2026 04:28 PM] |
| Filing 11 FRAP 42 STIPULATION, With Prejudice, RECEIVED. Service date 05/14/2026 by ACMS. [Entered: 05/14/2026 02:50 PM] |
| Filing 10 ATTORNEY, James Zawodzinski, in place of attorney Marissa A. Coheley, SUBSTITUTED. [Entered: 05/14/2026 02:08 PM] |
| Filing 9 CURED DEFECTIVE DOCUMENT, Notice of Appearance, at entry 8, on behalf of Appellant Kaleida Health, Appellant Kaleida Health Retirement Plan Committee, Appellant Susan Vallance, Appellant Board of Directors of Kaleida, Appellant Kaleida Health Investment Committee, Appellant Nicholas J. Aquino, Appellant Matthew L. Brown, Appellant Lorrie A. Clemo, Appellant Amy L. Clifton, Appellant Garry M. Crosby, Appellant Frank Curci, Appellant Evan Evans, Appellant Kevin Gibbons, Appellant Christopher T. Greene, Appellant Kathleen T. Grimm, Appellant Robert Halonen, Appellant James R. Kaskie, Appellant Darren J. King, Appellant John R. Koelmel, Appellant Jody L. Lomeo, Appellant William J. Maggio, Jr., Appellant George E. Matthews, Appellant Brenda L. McGee, Appellant David A. Milling, Appellant Herman S. Mogavero, Jr., Appellant Paul O'Leary, Appellant Christopher Ross, Appellant Mary Lou Rusin, Appellant Dale N. Schumacher, Appellant Francisco M. Vasquez, Appellant Peter Winkelstein, Appellant Robert M. Zak, Appellant John Does 1-80, FILED. [Entered: 05/14/2026 02:06 PM] |
| Filing 8 NOTICE OF APPEARANCE AS SUBSTITUTE COUNSEL/ADDITIONAL COUNSEL, on behalf of Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., FILED. [Entered: 05/14/2026 11:29 AM] |
| Filing 7 DEFECTIVE DOCUMENT, Notice of Appearance, at docket entry 6, on behalf of Appellant Kaleida Health, Appellant Kaleida Health Retirement Plan Committee, Appellant Susan Vallance, Appellant Board of Directors of Kaleida, Appellant Kaleida Health Investment Committee, Appellant Nicholas J. Aquino, Appellant Matthew L. Brown, Appellant Lorrie A. Clemo, Appellant Amy L. Clifton, Appellant Garry M. Crosby, Appellant Frank Curci, Appellant Evan Evans, Appellant Kevin Gibbons, Appellant Christopher T. Greene, Appellant Kathleen T. Grimm, Appellant Robert Halonen, Appellant James R. Kaskie, Appellant Darren J. King, Appellant John R. Koelmel, Appellant Jody L. Lomeo, Appellant William J. Maggio, Jr., Appellant George E. Matthews, Appellant Brenda L. McGee, Appellant David A. Milling, Appellant Herman S. Mogavero, Jr., Appellant Paul O'Leary, Appellant Christopher Ross, Appellant Mary Lou Rusin, Appellant Dale N. Schumacher, Appellant Francisco M. Vasquez, Appellant Peter Winkelstein, Appellant Robert M. Zak, Appellant John Does 1-80, FILED. [Entered: 05/14/2026 11:02 AM] |
| Filing 6 NOTICE OF APPEARANCE AS SUBSTITUTE COUNSEL/ADDITIONAL COUNSEL, on behalf of Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., FILED. [Entered: 05/13/2026 03:40 PM] |
| Filing 5 NON-ADMITTED ATTORNEY, Marissa A. Coheley, orally informed to apply for admission forthwith and submit Addendum A to Notice of Appearance, NOTIFIED. [Entered: 04/30/2026 04:44 PM] |
| Filing 4 CIVIL APPEAL, on behalf of Appellant Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., OPENED. [Entered: 04/30/2026 04:42 PM] |
| Filing 3 PAYMENT OF DOCKETING FEE, on behalf of Appellant Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., district court receipt # ANYWDC5808360, FILED. [Entered: 04/30/2026 04:39 PM] |
| Filing 2 DISTRICT COURT ORDER ON MOTION FOR SUMMARY JUDGMENT, dated 03/27/2026, RECEIVED. [Entered: 04/30/2026 04:36 PM] |
| Filing 1 NOTICE OF INTERLOCUTORY CIVIL APPEAL, with district court docket, on behalf of Appellant Amy L. Clifton, Board of Directors of Kaleida, Brenda L. McGee, Christopher Ross, Christopher T. Greene, Dale N. Schumacher, Darren J. King, David A. Milling, Evan Evans, Francisco M. Vasquez, Frank Curci, Garry M. Crosby, George E. Matthews, Herman S. Mogavero, Jr., James R. Kaskie, Jody L. Lomeo, John Does 1-80, John R. Koelmel, Kaleida Health, Kaleida Health Investment Committee, Kaleida Health Retirement Plan Committee, Kathleen T. Grimm, Kevin Gibbons, Lorrie A. Clemo, Mary Lou Rusin, Matthew L. Brown, Nicholas J. Aquino, Paul O'Leary, Peter Winkelstein, Robert Halonen, Robert M. Zak, Susan Vallance, William J. Maggio, Jr., FILED. [Entered: 04/30/2026 04:35 PM] |
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