Kates v. Life Insurance Company of North America
| Timothy Kates |
| Life Insurance Company of North America |
| 3:2026cv00742 |
| April 6, 2026 |
| U.S. District Court for the Middle District of Florida |
| Marcia Morales Howard |
| Monte C Richardson |
| Labor: E.R.I.S.A. |
| 29 U.S.C. ยง 1132 E.R.I.S.A.-Employee Benefits |
| None |
Docket Report
RSS Track this Docket
This docket was last retrieved on June 4, 2026. A more recent docket listing may be available from PACER.
| Document Text |
|---|
Filing 14
ORDER referring case to the assigned United States Magistrate Judge for preparation of a Scheduling Order. The parties are encouraged to consider consenting to jurisdiction before the Magistrate Judge. Signed by Judge Marcia Morales Howard on 6/4/2026. (JW)
|
| Filing 13 CASE MANAGEMENT REPORT. (Swartwood, Gregory) |
| Filing 12 NOTICE of a related action per Local Rule 1.07(c) by Life Insurance Company of North America. Related case(s): No (Lehner, Steven) |
| Filing 11 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Life Insurance Company of North America identifying Corporate Parent New York Life Insurance Company for Life Insurance Company of North America.. (Lehner, Steven) |
| Filing 10 ANSWER and affirmative defenses to #1 Complaint by Life Insurance Company of North America.(Lehner, Steven) |
| Filing 9 NOTICE of Lead Counsel Designation by Steven D. Lehner on behalf of Life Insurance Company of North America. Lead Counsel: Steven D. Lehner. (Lehner, Steven) |
| Filing 8 RETURN of service executed on April 13, 2026 by Timothy Kates as to Life Insurance Company of North America. (Swartwood, Gregory) |
| Filing 7 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Timothy Kates. (Swartwood, Gregory) |
| Filing 6 NOTICE of a related action per Local Rule 1.07(c) by Timothy Kates. Related case(s): No (Swartwood, Gregory) |
| Filing 5 NOTICE of Lead Counsel Designation by Gregory D. Swartwood on behalf of Timothy Kates. Lead Counsel: Gregory D. Swartwood. (Swartwood, Gregory) |
| Filing 4 SUMMONS issued as to Life Insurance Company of North America. (ELA) |
| Filing 3 NOTICE to counsel of Local Rule 3.02(a)(2) which requires the parties to conduct a planning conference and file a case management report. Because Judge Howard schedules ERISA cases differently than the routine civil case, the parties are directed to use Judge Howard's ERISA Case Management Report (instead of the Uniform Case Management Report). This form can be found at www.flmd.uscourts.gov under the Forms tab for Judge Howard. (JW) |
| Filing 2 NEW CASE ASSIGNED to Judge Marcia Morales Howard and Magistrate Judge Monte C. Richardson. New case number: 3:26-cv-00742-MMH-MCR. (JOS) |
| Filing 1 COMPLAINT against Life Insurance Company of North America (Filing fee $405 receipt number AFLMDC-24723194) filed by Timothy Kates. (Attachments: #1 Exhibit A to Complaint, #2 Civil Cover Sheet, #3 Proposed Summons)(Swartwood, Gregory) Modified on 4/7/2026 to edit docket text (ELA). |
Access additional case information on PACER
Use the links below to access additional information about this case on the U.S. Court's PACER system. A subscription to PACER is required.
Access this case on the Florida Middle District Court's Electronic Court Filings (ECF) System
- Search for Party Aliases
- Associated Cases
- Attorneys
- Case File Location
- Case Summary
- Docket Report
- History/Documents
- Parties
- Related Transactions
- Check Status
| Search for this case: Kates v. Life Insurance Company of North America | |
|---|---|
| Search News | [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ] |
| Search Web | [ Unicourt | Legal Web | Google | Bing | Yahoo | Ask ] |
| Plaintiff: Timothy Kates | |
| Represented By: | Gregory D. Swartwood |
| Search News | [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ] |
| Search Finance | [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ] |
| Search Web | [ Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ] |
| Defendant: Life Insurance Company of North America | |
| Represented By: | Steven D. Lehner |
| Search News | [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ] |
| Search Finance | [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ] |
| Search Web | [ Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ] |
Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.
