WARD v. Life Insurance Company of North America et al
Plaintiff: BRIGITTE M. WARD
Defendant: Life Insurance Company of North America, Navy Federal Financial Group, LLC doing business as Navy Federal Credit Union and Navy Federal Credit Union
Case Number: 1:2024cv20548
Filed: February 12, 2024
Court: US District Court for the Southern District of Florida
Presiding Judge: James Lawrence King
Referring Judge: Lisette M Reid
Nature of Suit: Labor: E.R.I.S.A.
Cause of Action: 29 U.S.C. § 1132 E.R.I.S.A.-Employee Benefits
Jury Demanded By: None
Docket Report

This docket was last retrieved on April 11, 2024. A more recent docket listing may be available from PACER.

Date Filed Document Text
April 11, 2024 Filing 20 Joint SCHEDULING REPORT - Rule 16.1 by BRIGITTE M. WARD (Attachments: #1 Exhibit Exhibit A, #2 Text of Proposed Order Proposed Order)(Ortiz, Nick)
April 3, 2024 Opinion or Order Filing 19 AMENDED SCHEDULING ORDER: (Discovery due by 1/3/2025., Motions due by 1/10/2025., Pretrial Stipulation due by 3/7/2025., Jury Trial set for 5/5/2025 09:00 AM in Miami Division before Senior Judge James Lawrence King., Calendar Call set for 5/1/2025 10:00 AM in Miami Division before Senior Judge James Lawrence King., Final Pretrial Conference set for 3/7/2025 11:00 AM in Miami Division before Senior Judge James Lawrence King.) Signed by Senior Judge James Lawrence King on 4/2/2024. See attached document for full details. (jlo) #Pattern Jury Instruction Builder - To access the latest, up to date changes to the 11th Circuit Pattern Jury Instructions go to https://pji.ca11.uscourts.gov or click here.
March 28, 2024 Filing 18 WAIVER OF SERVICE Returned Executed by BRIGITTE M. WARD. Navy Federal Credit Union waiver sent on 3/22/2024, response/answer due 5/21/2024. (Ortiz, Nick)
March 13, 2024 Filing 17 CASE REFERRED to Magistrate Judge Lisette M. Reid for Discovery Matters., ( In Limine Motions due by 1/10/2024.) PER DE#16 (cds)
March 13, 2024 Opinion or Order Filing 16 SCHEDULING ORDER: Discovery due by 1/3/2024. Motions due by 1/10/2024. Pretrial Stipulation due by 3/7/2025. Jury Trial set for 5/5/2025 09:00 AM in Miami Division before Senior Judge James Lawrence King. Calendar Call set for 5/1/2025 10:00 AM in Miami Division before Senior Judge James Lawrence King. Final Pretrial Conference set for 3/7/2025 11:00 AM in Miami Division before Senior Judge James Lawrence King. Signed by Senior Judge James Lawrence King on 3/11/2024. See attached document for full details. (jcy) #Pattern Jury Instruction Builder - To access the latest, up to date changes to the 11th Circuit Pattern Jury Instructions go to https://pji.ca11.uscourts.gov or click here.
March 7, 2024 Filing 15 Certificate of Other Affiliates/Corporate Disclosure Statement by Life Insurance Company of North America identifying Corporate Parent New York Life Insurance Company for Life Insurance Company of North America (Lehner, Steven)
March 7, 2024 Filing 14 Notice of NO Pending, Refiled, Related or Similar Actions by Life Insurance Company of North America (Lehner, Steven)
March 7, 2024 Filing 13 ANSWER and Affirmative Defenses to Complaint by Life Insurance Company of North America. (Lehner, Steven)
March 7, 2024 Filing 12 NOTICE of Attorney Appearance by Steven Douglas Lehner on behalf of Life Insurance Company of North America. Attorney Steven Douglas Lehner added to party Life Insurance Company of North America(pty:dft). (Lehner, Steven)
March 6, 2024 Filing 11 First AMENDED COMPLAINT against Life Insurance Company of North America, Navy Federal Credit Union, filed by BRIGITTE M. WARD.(Ortiz, Nick)
February 15, 2024 Filing 10 Plaintiff's Certificate of Other Affiliates/Corporate Disclosure Statement - NONE disclosed by BRIGITTE M. WARD (Ortiz, Nick)
February 15, 2024 Filing 9 Clerk's Notice to Filer re #6 Summons Returned Executed,. Incorrect Service Date Entered; ERROR - The incorrect service date was entered. The correction was made by the Clerk and filing was re-docketed, See DE#8. It is not necessary to refile this document. (cds)
February 15, 2024 Filing 8 SUMMONS (Affidavit) Returned Executed on #1 Complaint, with a 21 day response/answer filing deadline pursuant to Fed. R. Civ. P. 12 by BRIGITTE M. WARD. Navy Federal Financial Group, LLC served on 2/14/2024, response/answer due 3/6/2024. (For Image See DE#6 ) (cds)
February 15, 2024 Filing 7 SUMMONS (Affidavit) Returned Executed on #1 Complaint, with a 21 day response/answer filing deadline pursuant to Fed. R. Civ. P. 12 by BRIGITTE M. WARD. Life Insurance Company of North America served on 2/15/2024, response/answer due 3/7/2024. (Ortiz, Nick)
February 15, 2024 Filing 6 SUMMONS (Affidavit) Returned Executed on #1 Complaint, with a 21 day response/answer filing deadline pursuant to Fed. R. Civ. P. 12 by BRIGITTE M. WARD. Navy Federal Financial Group, LLC served on 2/13/2024, response/answer due 3/5/2024. (Ortiz, Nick)
February 14, 2024 Filing 5 Summons (Affidavit) Returned Unexecuted by BRIGITTE M. WARD as to Life Insurance Company of North America. (Attachments: #1 Summon(s) Alias Summons)(Ortiz, Nick)
February 12, 2024 Filing 4 Clerk's Notice to Filer re: Electronic Case. Alias Not Added. The Filer failed to add the alias information for the party(ies). The correction was made. It is not necessary to re-file this document. (nwn)
February 12, 2024 Filing 3 Summons Issued as to Life Insurance Company of North America, Navy Federal Financial Group, LLC. (nwn)
February 12, 2024 Filing 2 Clerks Notice of Judge Assignment to Senior Judge James Lawrence King. Pursuant to 28 USC 636(c), the parties are hereby notified that the U.S. Magistrate Judge Lisette M. Reid is available to handle any or all proceedings in this case. If agreed, parties should complete and file the Consent form found on our website. It is not necessary to file a document indicating lack of consent. (nwn)
February 12, 2024 Filing 1 COMPLAINT against Life Insurance Company of North America, Navy Federal Credit Union. Filing fees $ 405.00 receipt number AFLSDC-17286260, filed by Brigitte Ward. (Attachments: #1 Civil Cover Sheet Civil Cover Sheet, #2 Summon(s) proposed summons, #3 Summon(s) proposed summons)(Ortiz, Nick)

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Plaintiff: BRIGITTE M. WARD
Represented By: Nick Anthony Ortiz
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Defendant: Life Insurance Company of North America
Represented By: Steven Douglas Lehner
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Defendant: Navy Federal Financial Group, LLC doing business as Navy Federal Credit Union
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Defendant: Navy Federal Credit Union
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