Kelley et al v. Teachers Insurance and Annuity Association of America et al
Plaintiff: Erin Englund, Karen Kelley, Israel Barajas and Christine Lightner
Defendant: TIAA Trust, N.A., Morningstar, Inc., TIAA-CREF Individual & Institutional Services, LLC, Morningstar Investment Management, LLC, Teachers Insurance and Annuity Association of America and Morningstar Investment Services, LLC
Case Number: 1:2024cv05945
Filed: August 5, 2024
Court: US District Court for the Southern District of New York
Nature of Suit: Labor: E.R.I.S.A.
Cause of Action: 29 U.S.C. ยง 1109 Breach of Fiduciary Duties
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on August 5, 2024. A more recent docket listing may be available from PACER.

Date Filed Document Text
August 5, 2024 Filing 8 REQUEST FOR ISSUANCE OF SUMMONS as to Morningstar, Inc., re: #1 Complaint,. Document filed by Israel Barajas, Erin Englund, Karen Kelley, Christine Lightner..(Schlichter, Andrew)
August 5, 2024 Filing 7 REQUEST FOR ISSUANCE OF SUMMONS as to Morningstar Investment Services, LLC, re: #1 Complaint,. Document filed by Israel Barajas, Erin Englund, Karen Kelley, Christine Lightner..(Schlichter, Andrew)
August 5, 2024 Filing 6 REQUEST FOR ISSUANCE OF SUMMONS as to Morningstar Investment Management, LLC, re: #1 Complaint,. Document filed by Israel Barajas, Erin Englund, Karen Kelley, Christine Lightner..(Schlichter, Andrew)
August 5, 2024 Filing 5 REQUEST FOR ISSUANCE OF SUMMONS as to TIAA Trust, N.A., re: #1 Complaint,. Document filed by Israel Barajas, Erin Englund, Karen Kelley, Christine Lightner..(Schlichter, Andrew)
August 5, 2024 Filing 4 REQUEST FOR ISSUANCE OF SUMMONS as to TIAA-CREF Individual & Institutional Services, LLC, re: #1 Complaint,. Document filed by Israel Barajas, Erin Englund, Karen Kelley, Christine Lightner..(Schlichter, Andrew)
August 5, 2024 Filing 3 REQUEST FOR ISSUANCE OF SUMMONS as to Teachers Insurance and Annuity Association of America, re: #1 Complaint,. Document filed by Israel Barajas, Erin Englund, Karen Kelley, Christine Lightner..(Schlichter, Andrew)
August 5, 2024 Filing 2 CIVIL COVER SHEET filed..(Schlichter, Andrew)
August 5, 2024 Filing 1 COMPLAINT against Morningstar Investment Management, LLC, Morningstar Investment Services, LLC, Morningstar, Inc., TIAA Trust, N.A., TIAA-CREF Individual & Institutional Services, LLC, Teachers Insurance and Annuity Association of America. (Filing Fee $ 405.00, Receipt Number ANYSDC-29707229)Document filed by Erin Englund, Israel Barajas, Karen Kelley, Christine Lightner..(Schlichter, Andrew)

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Search for this case: Kelley et al v. Teachers Insurance and Annuity Association of America et al
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Plaintiff: Erin Englund
Represented By: Andrew Dickens Schlichter
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Plaintiff: Karen Kelley
Represented By: Andrew Dickens Schlichter
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Plaintiff: Israel Barajas
Represented By: Andrew Dickens Schlichter
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Plaintiff: Christine Lightner
Represented By: Andrew Dickens Schlichter
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Defendant: TIAA Trust, N.A.
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Defendant: Morningstar, Inc.
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Defendant: TIAA-CREF Individual & Institutional Services, LLC
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Defendant: Morningstar Investment Management, LLC
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Defendant: Teachers Insurance and Annuity Association of America
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Defendant: Morningstar Investment Services, LLC
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