Wegmann v. Young Adult Institute, Inc. et al
| Karen Wegmann |
| Young Adult Institute, Inc. and Trustees of the Supplemental Pension Plan for Certain Management Employees of Young Adult Institute |
| 1:2015cv03815 |
| May 18, 2015 |
| US District Court for the Southern District of New York |
| Foley Square Office |
| New York |
| Katherine Polk Failla |
| Employee Retirement Income Security Act of 1974 |
| 28 U.S.C. ยง 1331 |
| Plaintiff |
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The following documents for this case are available for you to view or download:
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Filing
195
ORDER: On January 17, 2023, the Court was notified that the parties reached agreement on all outstanding issues related to Plaintiff's contemplated post- appeal motion through participation in the District's Mediation Program. (Dkt. #194 ). Accordingly, the Court understands that there will be no post-appeal motion practice in this case. The Court appreciates the parties' and Mediator's work to resolve this matter without motion practice. (Signed by Judge Katherine Polk Failla on 1/17/2023) (rro)
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Filing
189
ORDER granting 188 Letter Motion for Extension of Time to File. Application GRANTED. The briefing schedule for Plaintiff's post-trial motion is hereby ADJOURNED sine die. The parties are to submit a joint status letter to update the Court as to the parties' progress on these negotiations by October 14, 2022. The Clerk of Court is directed to terminate the pending motion at docket entry 188. SO ORDERED. (Signed by Judge Katherine Polk Failla on 6/17/22) (yv)
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Filing
182
ORDER with respect to 181 Letter Motion to Compel; with respect to 181 Letter Motion for Leave to File Document. Before deciding on Plaintiff's application, the Court wishes to hear from Defendants. Accordingly, Defendants are ORDERED to file a response to the above submission on or before February 4, 2022. SO ORDERED. (Signed by Judge Katherine Polk Failla on 2/2/2022) (jca)
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Filing
180
ORDER granting 179 Letter Motion to Adjourn Conference. Application GRANTED. The Court is pleased to hear of the parties' agreement on the issue of attorneys' fees. The conference scheduled for December 3, 2021, is hereby ADJOURNED sine die. The Clerk of Court is directed to terminate the pending motion at docket entry 179. (Signed by Judge Katherine Polk Failla on 12/1/2021) (rro)
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Filing
178
ORDER, The parties are hereby ORDERED to appear for a telephonic conference on December 3, 2021, at 4:00 p.m., to discuss the remaining issue of attorney's fees in this case. At the scheduled time, the parties shall call (888) 363-4749 and ente r access code 5123533. Please note that the conference will not be available until 4:00 p.m. SO ORDERED. ( Telephone Conference set for 12/3/2021 at 04:00 PM before Judge Katherine Polk Failla.) (Signed by Judge Katherine Polk Failla on 10/8/21) (yv)
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Filing
170
JUDGMENT: On May 29, 2019, the Court held a bench trial as to Plaintiff's remaining claim under ERISA. On October 31, 2019, the Court issued its Findings of Fact and Conclusions of Law, determining that Plaintiff was entitled to relief on her ERISA claim. See Wegmann v. Young Adult Inst., Inc., No. 15 Civ. 3815 (KPF), 2019 WL 5682666 (S.D.N.Y. Oct. 31, 2019). (Dkt. #165). On November 13, 2019, the Court held a hearing to determine the amount of damages owed to Plaintiff. On February 14 , 2020, the Court issued an Order determining that Plaintiff was entitled to a net annual annuity of $274,339.09, to be paid in monthly installments by Defendants commencing on January 25, 2022. (Dkt. #166). All that remains is for the Court t o determine whether attorneys' fees should be awarded to Plaintiff pursuant to 29 U.S.C. § 1132(g)(1), and if so, to determine the amount of such fees. At the parties' joint request, the Court will address these issues relating to attorneys' fees at a later date, after a contemplated appeal. (Dkt. #167). Accordingly, the Clerk of Court is directed to enter judgment in and close this case. SO ORDERED. (Signed by Judge Katherine Polk Failla on 3/3/2020) (rro)
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Filing
166
ORDER: For the foregoing reasons, the Court awards Plaintiff a net annual annuity of $274,339.09, to be paid in monthly installments commencing on January 25, 2022. The Court recognizes that this is a considerable supplemental benefit, particularly given the charitable organization for which Plaintiff worked, and yet it is the agreement these parties made. The claim under which this award is made was brought by Plaintiff pursuant to 29 U.S.C. § 1132(a)(1)(B); a differen t subsection of this provision affords the Court discretion to award attorneys' fees to prevailing parties. See generally 29 U.S.C. § 1132(g)(1) ("In any action under this subchapter (other than an action described in paragraph (2) ) by a participant, beneficiary, or fiduciary, the court in its discretion may allow a reasonable attorney's fee and costs of action to either party."); Hardt v. Reliance Standard Life Ins. Co., 560 U.S. 242, 255 (2010) (permitting fees where the party seeking fees has obtained "some degree of success on the merits"). (See also Am. Compl. paragraph 132(f) (requesting attorneys' fees)). The parties are ORDERED to meet and confer on this issue. If the parties cannot agree on a figure for fees and costs, they are further ORDERED to submit a proposed briefing schedule for the motion on or before March 7, 2020. SO ORDERED. (Signed by Judge Katherine Polk Failla on 2/14/2020) (rro)
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Filing
165
FINDINGS OF FACT AND CONCLUSIONS OF LAW: FINDINGS OF FACT AND CONCLUSIONS OF LAW: For the reasons set forth above, the Court concludes that Plaintiff is entitled to relief on her ERISA claim. It is ORDERED, ADJUDGED, AND DECREED that Plaintiff shall have judgment against Defendants in an amount to be determined later. While the parties presented evidence and arguments concerning the proper construction of Plan terms and the proper method of calculating the benefits to which Plaintiff is entitled , the Court does not have all of the information it needs to complete these calculations. As such, the Court concludes that an additional hearing, consisting of oral argument from both Plaintiff and Defendants, is required to determine the amount of benefits to which Plaintiff is entitled. Accordingly, the parties are ORDERED to appear for a hearing on November 13, 2019, at 10:00 a.m. in Courtroom 618 of the Thurgood Marshall Courthouse, 40 Foley Square, New York, New York. If, prior to that dat e, the parties conclude that they would prefer the Court to stay the matter briefly, so that they can attempt to resolve among themselves the remaining issues in the case, they should promptly advise the Court. SO ORDERED. (Signed by Judge Katherine Polk Failla on 10/31/2019) (jca) Transmission to Orders and Judgments Clerk for processing.
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Filing
127
OPINION AND ORDER re: 105 MOTION for Summary Judgment filed by Trustees of the Supplemental Pension Plan for Certain Management Employees of Young Adult Institute, Young Adult Institute, Inc., 112 MOTION for Summary Judgme nt filed by Karen Wegmann. For the foregoing reasons, Plaintiff's motion for summary judgment is DENIED in its entirety; Defendants' motion for summary judgment is DENIED as to Plaintiff's ERISA claim and GRANTED as to Plaintiff's discrimination claims. The Court understands that upon a finding that a plan administrator has acted in an arbitrary and capricious manner, the Court will generally remand the employee's claim to the administrator for furthe r proceedings. See, e.g., Miller, 72 F.3d at 1073. The parties have not briefed the issue of how this case ought to proceed in the event summary judgment could not issue on Plaintiff's ERISA claim, and the Court believes the parties should be heard on this issue. Accordingly, the parties are directed to submit letters to the Court by September 14, 2018, setting forth their respective positions on how this case may proceed. The Clerk of Court is directed to terminate the motions at Docket Entries 105 and 112. (Signed by Judge Katherine Polk Failla on 8/14/2018) (mro)
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Filing
27
OPINION AND ORDER re: 19 MOTION to Dismiss filed by Trustees of the Supplemental Pension Plan for Certain Management Employees of Young Adult Institute, Young Adult Institute, Inc.: For the reasons discussed in this Opinion, Defendants' motion to dismiss is GRANTED. Any request to replead must be filed within 21 days of the date of this Opinion. Should no request be made, the Clerk of Court will be directed to terminate all pending motions, adjourn all remaining dates, and close this case. (Signed by Judge Katherine Polk Failla on 3/2/2016) (tn)
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