Summa Health System v. Benefit Plan Administrators et al
Plaintiff: Summa Health System
Defendant: Benefit Plan Administrators, Pan-American Life Insurance Company, Wayside Farm Nursing & Rehabilitation Employee Benefit Plan and Wayside Farm, Inc.
Case Number: 5:2023cv00609
Filed: March 22, 2023
Court: US District Court for the Northern District of Ohio
Presiding Judge: Sara Lioi
Nature of Suit: Labor: E.R.I.S.A.
Cause of Action: 29 U.S.C. § 1001 E.R.I.S.A.: Employee Retirement
Jury Demanded By: Defendant
Docket Report

This docket was last retrieved on April 26, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
April 26, 2023 Filing 18 Case Management Conference Scheduling Order: Telephone case management conference, with counsel only, to be held on 6/8/2023 at 12:30 p.m. before Judge Sara Lioi. Directions for joining the call will be emailed to counsel of record no later than the day before the CMC. This is an ERISA case and, as such, is not subject to the mandatory disclosures set forth in Fed. R. Civ. P. 26(a). See Rule 26(a)(1)(B)(i). Attorneys are cautioned not to rely on the docket entry only. Read the attached Order for additional information and requirements. Judge Sara Lioi on 4/26/2023. (Attachments: #1 Report of Parties' Planning Meeting) (V,A)
April 26, 2023 Filing 17 Answer to Complaint filed by Benefit Plan Administrators. (Brunton, Gregory)
April 20, 2023 Filing 16 Corporate Disclosure Statement filed by Benefit Plan Administrators. (Brunton, Gregory)
April 20, 2023 Filing 15 Corporate Disclosure Statement filed by Wayside Farm, Inc. (Greenfelder, Justin)
April 20, 2023 Filing 14 Corporate Disclosure Statement filed by Summa Health System. (Venters, Yuri)
April 18, 2023 Filing 13 Answer to Complaint (Related Doc #1 ) filed by Pan-American Life Insurance Company. (Bacon, Brett)
April 17, 2023 Filing 12 Answer to Complaint with Jury Demand (Related Doc #1 ) filed by Wayside Farm, Inc. (Attachments: #1 Exhibit A - the Plan)(Greenfelder, Justin)
April 17, 2023 Opinion or Order Order [non-document] granting defendant's motion for appearance pro hac vice by attorney Courtney Hill for Benefit Plan Administrators. Local Rule 5.1(c) requires that attorneys register for NextGen CM/ECF and file and receive all documents electronically. NextGen CM/ECF registration can be done online at www.pacer.gov. Login with your PACER credentials, go to the Maintenance tab, click Attorney Admissions/E-File Registration, select Ohio Northern District Court and then select Pro Hac Vice. If you were previously granted pro hac vice status and are already registered to file electronically, it is not necessary to register again. (Related Doc #10 ). Judge Sara Lioi on 4/17/2023. (V,A)
April 14, 2023 Filing 11 Declaration for Admission Pro Hac Vice to Motion for attorney Courtney Hill to Appear Pro Hac Vice. Filing fee $ 120, receipt number AOHNDC-11945202, - Signed Declaration for Admission PHV of Courtney Hill, filed by Benefit Plan Administrators. Related document(s) #10 . (Brunton, Gregory)
April 13, 2023 Filing 10 Motion for attorney Courtney Hill to Appear Pro Hac Vice. Filing fee $ 120, receipt number AOHNDC-11945202, filed by Defendant Benefit Plan Administrators. (Attachments: #1 Exhibit Declaration of Courtney Hill)(Brunton, Gregory)
April 4, 2023 Filing 9 Notice of Appearance of Counsel of Justin S. Greenfelder and Joshua E. O'Farell filed by Wayside Farm Nursing & Rehabilitation Employee Benefit Plan. (Greenfelder, Justin)
March 30, 2023 Filing 8 Initial Standing Order. Judge Sara Lioi on 3/30/2023. (Attachments: #1 Appendix A - Witness List, #2 Appendix B - Exhibit List) (V,A)
March 30, 2023 Opinion or Order Order [non-document]: For good cause shown, defendant Pan-American Life Insurance Company's unopposed motion for an extension of time until April 19, 2023, to respond to plaintiff's complaint is granted. (Doc. No. #5 .) Judge Sara Lioi on 3/30/2023. (V,A)
March 29, 2023 Filing 7 Attorney Appearance by H. Michael Britt filed by on behalf of Benefit Plan Administrators. (Britt, H.)
March 29, 2023 Filing 6 Attorney Appearance by Gregory D. Brunton filed by on behalf of Benefit Plan Administrators. (Brunton, Gregory)
March 29, 2023 Filing 5 Unopposed Motion for extension of time until 4/19/2023 to answer or Otherwise Plead filed by Defendant Pan-American Life Insurance Company. (Bacon, Brett)
March 29, 2023 Opinion or Order Order [non-document]: For good cause shown, defendant Benefit Plan Administrators' unopposed motion for an extension of time until April 26, 2023, to respond to plaintiff's complaint is granted. (Doc. No. #4 .) Judge Sara Lioi on 3/29/2023.(V,A)
March 28, 2023 Filing 4 Unopposed Motion for extension of time until April 26, 2023 to answer or otherwise plead to Plaintiff's Complaint filed by Defendant Benefit Plan Administrators. (Bravo, Eric)
March 22, 2023 Filing 3 Magistrate Consent Form issued. (P,G)
March 22, 2023 Filing 2 Corporate Disclosure Statement filed by Pan-American Life Insurance Company et al.. (Southam, Olivia)
March 22, 2023 Filing 1 Notice of Removal from Court of Common Pleas, Summit County, Ohio, case number CV-2023-02-0553 Filing fee paid $ 402, receipt number AOHNDC-11906679.. Filed by Pan-American Life Insurance Company et al.. (Attachments: #1 Exhibit A. State Court Record, #2 Exhibit B. Consents, #3 Cover Sheet) (Bacon, Brett) .
March 22, 2023 Random Assignment of Magistrate Judge pursuant to Local Rule 3.1. In the event of a referral, case will be assigned to Magistrate Judge Amanda M. Knapp. (P,G)
March 22, 2023 Judge Sara Lioi assigned to case. (P,G)

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Plaintiff: Summa Health System
Represented By: Michael T. Williams
Represented By: Yuri R. Venters
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Defendant: Benefit Plan Administrators
Represented By: Olivia Lin Southam
Represented By: Brett K. Bacon
Represented By: Courtney C. Hill
Represented By: Eric S. Bravo
Represented By: H. Michael Britt
Represented By: Gregory D. Brunton
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Defendant: Pan-American Life Insurance Company
Represented By: Olivia Lin Southam
Represented By: Brett K. Bacon
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Defendant: Wayside Farm Nursing & Rehabilitation Employee Benefit Plan
Represented By: Olivia Lin Southam
Represented By: Brett K. Bacon
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Defendant: Wayside Farm, Inc.
Represented By: Justin S. Greenfelder
Represented By: Joshua E. O'Farrell
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