Anderson et al v. Southwest Airlines Co. et al
| Arthur Anderson and Manuel Rivera |
| Southwest Airlines, Board of Directors of Southwest Airlines Co, Southwest Airlines Co Retirement Savings Plan Committee, Southwest Airlines Co ProfitSharing/401(k) Committee, Lori Winters and Does 1-20 |
| 3:2025cv00214 |
| January 28, 2025 |
| U.S. District Court for the Northern District of Texas |
| Karen Gren Scholer |
| Labor: Employee Retirement Income Security Act (ERISA) |
| 29 U.S.C. § 1104 Recovery of Benefits to Employee |
| None |
Docket Report
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Filing 25
ORDER: The Court GRANTS IN PART and DENIES IN PART the #24 Motion. The Court GRANTS the Motion to the extent that the parties seek to suspend the 90-day deadline to move for Class Certification under Local Rule 23.2. That deadline is hereby SUSPENDED. The parties are ORDERED to propose a new deadline in a Joint Report. To the extent the parties request extended briefing deadlines on an anticipated motion to dismiss that has not yet been filed and request a stay of discovery pending resolution of that motion to dismiss, the Court DENIES the Motion as premature and without prejudice to its refiling once a motion to dismiss has indeed been filed. (Ordered by Judge Karen Gren Scholer on 3/17/2025) (agc)
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Filing 24
Joint MOTION to Extend Time for Filing a Class Certification Motion; to Extend the Time for Briefing the Motion to Dismiss; to Stay Discovery Pending Decision on Defendants' Anticipated Motion to Dismiss filed by Arthur Anderson, Manuel Rivera (Tracey, David) Modified text on 3/17/2025 (cfk).
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Filing 23
ELECTRONIC ORDER granting #21 Application for Admission Pro Hac Vice of Jared Killeen. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Karen Gren Scholer on 3/10/2025) (chmb)
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Filing 22
ELECTRONIC ORDER granting #20 Application for Admission Pro Hac Vice of Keri Engelman. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Karen Gren Scholer on 3/10/2025) (chmb)
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Filing 21
Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-15311794) filed by Board of Directors of Southwest Airlines Co, Southwest Airlines, Southwest Airlines Co ProfitSharing/401(k) Committee, Southwest Airlines Co Retirement Savings Plan Committee, Lori Winters (Attachments: #1 Certificate of Good Standing)Attorney Jared Killeen added to party Board of Directors of Southwest Airlines Co(pty:dft), Attorney Jared Killeen added to party Southwest Airlines(pty:dft), Attorney Jared Killeen added to party Southwest Airlines Co ProfitSharing/401(k) Committee(pty:dft), Attorney Jared Killeen added to party Southwest Airlines Co Retirement Savings Plan Committee(pty:dft), Attorney Jared Killeen added to party Lori Winters(pty:dft) (Killeen, Jared)
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Filing 20
Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-15311569) filed by Board of Directors of Southwest Airlines Co, Southwest Airlines, Southwest Airlines Co ProfitSharing/401(k) Committee, Southwest Airlines Co Retirement Savings Plan Committee, Lori Winters (Attachments: #1 Certificate of Good Standing)Attorney Keri L. Engelman added to party Board of Directors of Southwest Airlines Co(pty:dft), Attorney Keri L. Engelman added to party Southwest Airlines(pty:dft), Attorney Keri L. Engelman added to party Southwest Airlines Co ProfitSharing/401(k) Committee(pty:dft), Attorney Keri L. Engelman added to party Southwest Airlines Co Retirement Savings Plan Committee(pty:dft), Attorney Keri L. Engelman added to party Lori Winters(pty:dft) (Engelman, Keri)
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Filing 19
ELECTRONIC ORDER: IT IS ORDERED that the #17 Unopposed Motion to Extend Defendants' Deadline to File Answer or Other Responsive Pleading, to and including April 21, 2025, is GRANTED. (Ordered by Judge Karen Gren Scholer on 3/3/2025) (chmb)
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Filing 18
CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by Southwest Airlines. (Clerk QC note: Affiliate entry indicated). (Monteiro, David)
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Filing 17
Unopposed Motion for Extension of Time to File Answer or Other Responsive Pleading to April 21, 2025 filed by Board of Directors of Southwest Airlines Co, Southwest Airlines, Southwest Airlines Co ProfitSharing/401(k) Committee, Southwest Airlines Co Retirement Savings Plan Committee, Lori Winters Attorney David I Monteiro added to party Board of Directors of Southwest Airlines Co(pty:dft), Attorney David I Monteiro added to party Southwest Airlines(pty:dft), Attorney David I Monteiro added to party Southwest Airlines Co ProfitSharing/401(k) Committee(pty:dft), Attorney David I Monteiro added to party Southwest Airlines Co Retirement Savings Plan Committee(pty:dft), Attorney David I Monteiro added to party Lori Winters(pty:dft) (Monteiro, David)
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Filing 16
WAIVER OF SERVICE Returned Executed as to Lori Winters. Waiver sent on 2/14/2025. (Field, Charles)
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Filing 15
WAIVER OF SERVICE Returned Executed as to Board of Directors of Southwest Airlines Co. Waiver sent on 2/14/2025. (Field, Charles)
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Filing 14
WAIVER OF SERVICE Returned Executed as to Southwest Airlines Co ProfitSharing/401(k) Committee. Waiver sent on 2/14/2025. (Field, Charles)
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Filing 13
WAIVER OF SERVICE Returned Executed as to Southwest Airlines Co Retirement Savings Plan Committee. Waiver sent on 2/14/2025. (Field, Charles)
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Filing 12
PROOF OF SERVICE by Arthur Anderson, Manuel Rivera for Southwest Airlines Co. (Field, Charles) Modified text on 2/21/2025 (knb).
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Filing 11
ELECTRONIC ORDER granting #8 Application for Admission Pro Hac Vice of Sharon Kim. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Karen Gren Scholer on 1/31/2025) (chmb)
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Filing 10
ELECTRONIC ORDER granting #7 Application for Admission Pro Hac Vice of David Tracey. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Karen Gren Scholer on 1/31/2025) (chmb)
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Filing 9
ELECTRONIC ORDER granting #6 Application for Admission Pro Hac Vice of Charles Field. Important Reminder: Unless excused for cause, an attorney who is not an ECF user must register within 14 days of the date the attorney appears in a case pursuant to LR 5.1(f) and LCrR 49.2(g). (Ordered by Judge Karen Gren Scholer on 1/31/2025) (chmb)
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Filing 8
Application for Admission Pro Hac Vice with Certificate of Good Standing for Attorney Sharon Kim (Filing fee $100; Receipt number ATXNDC-15230768) filed by Arthur Anderson (Attachments: #1 Exhibit(s) Courts Admitted List, #2 Exhibit(s) Certificate of Good Standing) (Mosman, Valerie)
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Filing 7
Application for Admission Pro Hac Vice with Certificate of Good Standing for Attorney David Tracey (Filing fee $100; Receipt number ATXNDC-15230748) filed by Arthur Anderson (Attachments: #1 Exhibit(s) Courts Admitted List, #2 Exhibit(s) Certificate of Good Standing) (Mosman, Valerie)
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Filing 6
Application for Admission Pro Hac Vice with Certificate of Good Standing for Attorney Charles Field (Filing fee $100; Receipt number ATXNDC-15230699) filed by Arthur Anderson (Attachments: #1 Exhibit(s) Certificate of Good Standing) (Mosman, Valerie)
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Filing 5
ELECTRONIC STANDING ORDER: Counsel are required to review and comply with the Court's Judge Specific Requirements, which can be found here: # Judge Requirements . The Court updates its Requirements periodically. Also, counsel are required to review and comply with the Northern District of Texas's Local Civil Rules, which can be found here: # Civil Rules . In particular, the Court directs counsel to review Rules 3.1, 7.4, and 81.2, regarding certificates of interested persons, and Rule 83.10, regarding local counsel. Counsel are expected to review the Requirements and Local Rules before contacting the Court with questions. (Ordered by Judge Karen Gren Scholer on 1/29/2025) (kcr)
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Filing 4
Summons Issued as to Board of Directors of Southwest Airlines Co, Does 1-20, Southwest Airlines, Southwest Airlines Co ProfitSharing/401(k) Committee, Southwest Airlines Co Retirement Savings Plan Committee, Lori Winters. (kcr)
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Filing 3
New Case Notes: A filing fee has been paid. Pursuant to Misc. Order 6, Plaintiff is provided the Notice of Right to Consent to Proceed Before A U.S. Magistrate Judge (Judge McKay). Clerk to provide copy to plaintiff if not received electronically. (kcr)
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Filing 2
CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by Arthur Anderson. (Clerk QC note: No affiliate entered in ECF). (Mosman, Valerie)
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Filing 1
COMPLAINT against All Defendants filed by Arthur Anderson. (Filing fee $405; Receipt number ATXNDC-15219233) Clerk to issue summons(es). In each Notice of Electronic Filing, the judge assignment is indicated, and a link to the # Judges Copy Requirements and # Judge Specific Requirements is provided. The court reminds the filer that any required copy of this and future documents must be delivered to the judge, in the manner prescribed, within three business days of filing. Unless exempted, attorneys who are not admitted to practice in the Northern District of Texas must seek admission promptly. Forms, instructions, and exemption information may be found at www.txnd.uscourts.gov, or by clicking here: # Attorney Information - Bar Membership. If admission requirements are not satisfied within 21 days, the clerk will notify the presiding judge. (Attachments: #1 Cover Sheet) (Mosman, Valerie) (Attachment 1 flattened on 1/28/2025) (kcr).
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