Estay v. Ochsner Clinic

Estay v. Ochsner Clinic

Plaintiff:	Megan Estay, individually and as a representative of a class of participants and beneficiaries on behalf of the Ochsner Clinic Foundation 401(K) Plan and Francesca Messore, individually and as a representative of a class of participants and beneficiaries on behalf of the Ochsner Clinic Foundation 401(K) Plan
Defendant:	Ochsner Clinic Foundation, Retirement Benefits Committee and Unidentified Parties
Amicus Curiae:	Chamber of Commerce of the United States of America and ERISA Industry Committee
Case Number:	26-30236
Filed:	April 27, 2026
Court:	U.S. Court of Appeals, Fifth Circuit
Nature of Suit:	Employee Retirement (E.R.I.S.A.)

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Docket Report

This docket was last retrieved on October 20, 2026. A more recent docket listing may be available from PACER.

Date Filed	Document Text
October 20, 2026	Filing 31 APPEARANCE FORM FILED by Attorney Jordan Bock for Amicus Curiae ERISA Industry Committee in 26-30236, Attorney Jordan Bock for Amicus Curiae Chamber of Commerce of the United States of America in 26-30236 [26-30236] (RAJ) [Entered: 10/20/2026 01:04 PM]
October 16, 2026	Filing 30 AMICUS CURIAE BRIEF FILED by ERISA Industry Committee and Chamber of Commerce of the United States of America. The Consent is Included in the Brief. [26-30236] REVIEWED AND/OR EDITED - The original text prior to review appeared as follows: AMICUS CURIAE BRIEF FILED by The Chamber of Commerce of the United States of America and The ERISA Industry Committee. Date of service: 10/16/2026 via email - Attorney for Appellees: Carlisle, Cerrone, Thorne; Attorney for Appellants: Chirinos, Stiegler [26-30236] (Jordan Bock ) [Entered: 10/16/2026 02:41 PM]
October 16, 2026	Filing 29 APPEARANCE FORM for the court's review. Lead Counsel? Yes. [26-30236] (Jordan Bock ) [Entered: 10/16/2026 02:24 PM]
October 13, 2026	Filing 28 PROPOSED SUFFICIENT BRIEF filed by Appellees Ochsner Clinic Foundation and Retirement Benefits Committee [ # 27 ] Date of service: 10/13/2026 via email - Attorney for Appellees: Carlisle, Cerrone, Thorne; Attorney for Appellants: Chirinos, Stiegler [26-30236] (Rene' E. Thorne ) [Entered: 10/13/2026 09:53 AM]
October 9, 2026	Filing 27 SUFFICIENT APPELLEES' BRIEF FILED Sufficient Brief deadline satisfied [26-30236] REVIEWED AND/OR EDITED - The original text prior to review appeared as follows: APPELLEE'S BRIEF FILED Additionally the Brief requires correction: Caption must be an exact match to the case caption. Instructions to Attorney: PLEASE READ THE ATTACHED NOTICE FOR INSTRUCTIONS ON HOW TO REMEDY THE DEFAULT. E/Res's Brief deadline satisfied. Sufficient Brief due on 10/23/2026 for Appellees Ochsner Clinic Foundation and Retirement Benefits Committee.. Reply Brief due on 10/30/2026 for Appellants Megan Estay and Francesca Messore [26-30236] REVIEWED AND/OR EDITED - The original text prior to review appeared as follows: APPELLEE'S MEMORANDUM BRIEF FILED by Ochsner Clinic Foundation and Retirement Benefits Committee. Date of service: 10/09/2026 via email - Attorney for Appellees: Carlisle, Cerrone, Thorne; Attorney for Appellants: Chirinos, Stiegler [26-30236] (Rene' E. Thorne ) [Entered: 10/09/2026 02:07 PM]
August 14, 2026	Filing 26 EXTENSION RECEIVED for Appellees Ochsner Clinic Foundation and Retirement Benefits Committee. Extension Granted to and including 10/09/2026. E/Res's Brief deadline updated to 10/09/2026 for Appellees Ochsner Clinic Foundation and Retirement Benefits Committee [26-30236] (JAK) [Entered: 08/14/2026 03:24 PM]
August 14, 2026	Filing 25 UNOPPOSED LEVEL 1 EXTENSION REQUESTED by Appellees Retirement Benefits Committee and Ochsner Clinic Foundation for filing Appellees' Responsive Brief until 10/09/2026 [26-30236] (Stacey C. S. Cerrone ) [Entered: 08/14/2026 12:22 PM]
August 10, 2026	Filing 24 APPELLANT'S BRIEF FILED A/Pet's Brief deadline satisfied. Appellee's Brief due on 09/09/2026 for Appellees Ochsner Clinic Foundation and Retirement Benefits Committee [26-30236] REVIEWED AND/OR EDITED - The original text prior to review appeared as follows: APPELLANT'S BRIEF FILED by Ms. Megan Estay and Ms. Francesca Messore. Date of service: 08/10/2026 via email - Attorney for Appellees: Carlisle, Cerrone, Thorne; Attorney for Appellants: Chirinos, Stiegler [26-30236] (Charles J. Stiegler ) [Entered: 08/10/2026 04:44 PM]
August 10, 2026	Filing 23 RECORD EXCERPTS FILED. [26-30236] REVIEWED AND/OR EDITED - The original text prior to review appeared as follows: RECORD EXCERPTS FILED by Appellants Ms. Megan Estay and Ms. Francesca Messore. Date of service: 08/10/2026 via email - Attorney for Appellees: Carlisle, Cerrone, Thorne; Attorney for Appellants: Chirinos, Stiegler [26-30236] (Charles J. Stiegler ) [Entered: 08/10/2026 11:31 AM]
July 20, 2026	Filing 22 APPEARANCE FORM FILED by Attorney Charles J. Stiegler for Appellant Francesca Messore in 26-30236, Attorney Charles J. Stiegler for Appellant Megan Estay in 26-30236 [26-30236] (ABT) [Entered: 07/20/2026 08:36 AM]
July 17, 2026	Filing 21 APPEARANCE FORM received from Mr. Charles J. Stiegler for Ms. Megan Estay and Ms. Francesca Messore for the court's review. Lead Counsel? Yes. [26-30236] (Charles J. Stiegler ) [Entered: 07/17/2026 03:13 PM]
July 8, 2026	Filing 20 APPEARANCE FORM FILED by Attorney Tulio Dock Chirinos for party Appellant Francesca Messore Appellant Megan Estay, in case 26-30236 [26-30236] (JAK) [Entered: 07/08/2026 09:16 AM]
July 8, 2026	Filing 19 APPEARANCE FORM received from Mr. Tulio Dock Chirinos for Ms. Megan Estay for the court's review. Lead Counsel? No. [26-30236] (Tulio Dock Chirinos ) [Entered: 07/08/2026 08:19 AM]
June 30, 2026	Filing 18 BRIEFING NOTICE ISSUED A/Pet's Brief Due on 08/10/2026 for Appellants Megan Estay and Francesca Messore. [26-30236] (DDL) [Entered: 06/30/2026 11:25 AM]
June 30, 2026	Filing 17 ELECTRONIC RECORD ON APPEAL FILED. Admitted Exhibits on File in District Court? No. Video/Audio Exhibits on File in District Court? No Electronic ROA deadline satisfied. [26-30236] (DDL) [Entered: 06/30/2026 11:24 AM]
June 5, 2026	Filing 16 ELECTRONIC RECORD ON APPEAL REQUESTED from District Court for 2:25-CV-507. Electronic ROA due on 06/22/2026. [26-30236] (KJ) [Entered: 06/05/2026 02:15 PM]
June 5, 2026	Filing 15 TRANSCRIPT ORDER received advising transcript unnecessary as it is already filed. Transcript Order ddl satisfied [26-30236] (KJ) [Entered: 06/05/2026 02:13 PM]
June 4, 2026	Filing 14 ATTORNEY TRANSCRIPT ORDER form filed by Appellant Ms. Megan Estayfor the Court to process. Date of service: 06/04/2026 via email - Attorney for Appellees: Carlisle, Cerrone, Thorne; Attorney for Appellants: Chirinos, Stiegler. [26-30236] (Tulio Dock Chirinos ) [Entered: 06/04/2026 12:04 PM]
May 22, 2026	Filing 12 APPEARANCE FORM FILED by Attorney Rene' E. Thorne for Appellee Retirement Benefits Committee in 26-30236, Attorney Rene' E. Thorne for Appellee Ochsner Clinic Foundation in 26-30236, by Attorney(s) Adam Reid Carlisle, Stacey C. S. Cerrone for party(s) Appellee Retirement Benefits Committee Appellee Ochsner Clinic Foundation, in case 26-30236 [26-30236] (ABT) [Entered: 05/22/2026 12:34 PM]
May 22, 2026	Filing 11 APPEARANCE FORM for the court's review. Lead Counsel? Yes. [26-30236] (Rene' E. Thorne ) [Entered: 05/22/2026 11:06 AM]
May 22, 2026	Filing 10 APPEARANCE FORM for the court's review. Lead Counsel? No. [26-30236] (Stacey C. S. Cerrone ) [Entered: 05/22/2026 10:54 AM]
May 22, 2026	Filing 9 APPEARANCE FORM for the court's review. Lead Counsel? No. [26-30236] (Adam Reid Carlisle ) [Entered: 05/22/2026 10:52 AM]
May 18, 2026	Filing 7 APPEARANCE FORM FILED by Attorney(s) Tulio Dock Chirinos for party(s) Appellant Megan Estay, in case 26-30236 [26-30236] (ABT) [Entered: 05/18/2026 10:34 AM]
May 13, 2026	Filing 6 APPEARANCE FORM for the court's review. Lead Counsel? No. [26-30236] (Tulio Dock Chirinos ) [Entered: 05/13/2026 06:19 AM]
May 12, 2026	Filing 5 INITIAL CASE CHECK by Attorney Advisor complete. Action: Case OK to Process. [5] Initial AA Check Due satisfied.. Transcript order due on 05/27/2026 for Appellants Megan Estay and Francesca Messore [26-30236] (JAK) [Entered: 05/12/2026 04:28 PM]
April 27, 2026	Filing 1 PRIVATE CIVIL FEDERAL CASE docketed. NOA filed by Appellants Ms. Megan Estay and Ms. Francesca Messore [26-30236] (JAK) [Entered: 04/27/2026 09:43 AM]

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Search for this case: Estay v. Ochsner Clinic
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Plaintiff: Megan Estay, individually and as a representative of a class of participants and beneficiaries on behalf of the Ochsner Clinic Foundation 401(K) Plan
Represented By:	Charles J. Stiegler
Represented By:	Tulio Dock Chirinos
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Plaintiff: Francesca Messore, individually and as a representative of a class of participants and beneficiaries on behalf of the Ochsner Clinic Foundation 401(K) Plan
Represented By:	Charles J. Stiegler
Represented By:	Tulio Dock Chirinos
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Defendant: Ochsner Clinic Foundation
Represented By:	Rene' E. Thorne Esq.
Represented By:	Stacey C. S. Cerrone
Represented By:	Adam Reid Carlisle
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Defendant: Retirement Benefits Committee
Represented By:	Rene' E. Thorne Esq.
Represented By:	Stacey C. S. Cerrone
Represented By:	Adam Reid Carlisle
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Defendant: Unidentified Parties
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Amicus curiae: Chamber of Commerce of the United States of America
Represented By:	Jordan Bock
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Amicus curiae: ERISA Industry Committee
Represented By:	Jordan Bock
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