Spence v. American Airlines, Inc., et al
Plaintiff: Brian P Spence and Bryan P. Spence
Defendant: American Airlines, Inc., the American Airlines Employee Benefits Committee, Fidelity Investments Institutional and Financial Engines Advisors, LLC
Case Number: 4:2023cv00552
Filed: June 1, 2023
Court: US District Court for the Northern District of Texas
Presiding Judge: Reed C O'Connor
Nature of Suit: Labor: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29 U.S.C. § 1132 E.R.I.S.A.-Employee Benefits
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on February 21, 2024. A more recent docket listing may be available from PACER.

Date Filed Document Text
July 24, 2023 Opinion or Order Filing 35 NOTICE of Dismissal Defendant Financial Engines filed by Bryan P. Spence (Stephens, Andrew)
July 19, 2023 Opinion or Order Filing 34 NOTICE of Dismissal of Defendant Fidelity Investments Institutional filed by Bryan P. Spence (Hacker, Heather)
July 12, 2023 Opinion or Order Filing 33 ELECTRONIC ORDER granting #26 Application for Admission Pro Hac Vice of William J. Delany. 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 Reed C. O'Connor on 7/12/2023) (chmb)
July 12, 2023 Opinion or Order Filing 32 ELECTRONIC ORDER granting #22 Application for Admission Pro Hac Vice of William David Pollak. 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 Reed C. O'Connor on 7/12/2023) (chmb)
July 12, 2023 Opinion or Order Filing 31 ELECTRONIC ORDER granting #21 Application for Admission Pro Hac Vice of Brian Boyle. 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 Reed C. O'Connor on 7/12/2023) (chmb)
July 12, 2023 Opinion or Order Filing 30 ELECTRONIC ORDER finding as moot #18 Application for Admission Pro Hac Vice of Shannon Barrett. (Ordered by Judge Reed C. O'Connor on 7/12/2023) (chmb)
July 12, 2023 Opinion or Order Filing 29 ELECTRONIC ORDER finding as moot #17 Application for Admission Pro Hac Vice of Mark W. Robertson. (Ordered by Judge Reed C. O'Connor on 7/12/2023) (chmb)
July 12, 2023 Opinion or Order Filing 28 ELECTRONIC ORDER granting #20 Application for Admission Pro Hac Vice of Shannon Barrett. 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 Reed C. O'Connor on 7/12/2023) (chmb)
July 12, 2023 Opinion or Order Filing 27 ELECTRONIC ORDER granting #19 Application for Admission Pro Hac Vice of Mark W. Robertson. 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 Reed C. O'Connor on 7/12/2023) (chmb)
July 10, 2023 Opinion or Order Filing 26 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13869249) filed by Financial Engines Advisors, LLC (Attachments: #1 Certificate of Good Standing, #2 Proposed Order) (Delany, William)
July 6, 2023 Opinion or Order Filing 25 ORDER REQUIRING SCHEDULING CONFERENCE AND REPORT FOR CONTENTS OF SCHEDULING ORDER: The Joint Report shall be filed on or before August 3, 2023. (Ordered by Judge Reed C. O'Connor on 7/6/2023) (mmw)
June 30, 2023 Opinion or Order Filing 24 ORDER: Before the Court are two Motions to Extend Time to Answer or Otherwise Respond to Plaintiffs Class Action Complaint (ECF Nos. #15 , #23 ). The Court finds good cause and GRANTS the requested relief. Defendants SHALL file their answer or other responsive pleading by August 4, 2023. (Ordered by Judge Reed C. O'Connor on 6/30/2023) (mmw)
June 30, 2023 Opinion or Order Filing 23 Unopposed Motion for Extension of Time to File Answer filed by Financial Engines Advisors, LLC (Attachments: #1 Proposed Order)Attorney Claire Elizabeth Carroll added to party Financial Engines Advisors, LLC(pty:dft) (Carroll, Claire)
June 29, 2023 Opinion or Order Filing 22 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13851675) filed by American Airlines, Inc., the American Airlines Employee Benefits Committee (Attachments: #1 Proposed Order)Attorney William Pollak added to party American Airlines, Inc.(pty:dft), Attorney William Pollak added to party the American Airlines Employee Benefits Committee(pty:dft) (Pollak, William)
June 29, 2023 Opinion or Order Filing 21 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13851601) filed by American Airlines, Inc., the American Airlines Employee Benefits Committee (Attachments: #1 Proposed Order)Attorney Brian D Boyle added to party American Airlines, Inc.(pty:dft), Attorney Brian D Boyle added to party the American Airlines Employee Benefits Committee(pty:dft) (Boyle, Brian)
June 29, 2023 Opinion or Order Filing 20 Application for Admission Pro Hac Vice with Certificate of Good Standing (Clerk Note: see #18 for payment information) filed by American Airlines, Inc., the American Airlines Employee Benefits Committee (Attachments: #1 Proposed Order)Attorney Shannon Barrett added to party the American Airlines Employee Benefits Committee(pty:dft) (Barrett, Shannon) Modified on 6/30/2023 (mmw).
June 29, 2023 Opinion or Order Filing 19 Application for Admission Pro Hac Vice with Certificate of Good Standing (Clerk Note: see #17 for payment information) filed by American Airlines, Inc., the American Airlines Employee Benefits Committee (Attachments: #1 Proposed Order)Attorney Mark W Robertson added to party the American Airlines Employee Benefits Committee(pty:dft) (Robertson, Mark) Modified on 6/30/2023 (mmw).
June 29, 2023 Opinion or Order Filing 18 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13850884) filed by American Airlines, Inc. (Attachments: #1 Proposed Order)Attorney Shannon Barrett added to party American Airlines, Inc.(pty:dft) (Barrett, Shannon)
June 29, 2023 Opinion or Order Filing 17 Application for Admission Pro Hac Vice with Certificate of Good Standing (Filing fee $100; Receipt number ATXNDC-13850758) filed by American Airlines, Inc. (Attachments: #1 Proposed Order)Attorney Mark W Robertson added to party American Airlines, Inc.(pty:dft) (Robertson, Mark)
June 29, 2023 Opinion or Order Filing 16 SUMMONS Returned Executed as to the American Airlines Employee Benefits Committee ; served on 6/26/2023. (Sharp, Rex)
June 28, 2023 Opinion or Order Filing 15 Motion for Extension of Time to File Answer Unopposed Motion to Extend Time to Answer or Otherwise Respond to Plaintiff's Class Action Complaint filed by American Airlines, Inc., Fidelity Investments Institutional, the American Airlines Employee Benefits Committee (Attachments: #1 Proposed Order)Attorney Russell D Cawyer added to party American Airlines, Inc.(pty:dft), Attorney Russell D Cawyer added to party Fidelity Investments Institutional(pty:dft), Attorney Russell D Cawyer added to party the American Airlines Employee Benefits Committee(pty:dft) (Cawyer, Russell)
June 22, 2023 Opinion or Order Filing 14 ORDER granting #7 Motion for Leave to Proceed Without Local Counsel. (Ordered by Judge Reed C. O'Connor on 6/22/2023) (bcr)
June 21, 2023 Opinion or Order Filing 13 Summons Reissued as to the American Airlines Employee Benefits Committee. (saw)
June 20, 2023 Opinion or Order Filing 12 SUMMONS Returned Executed as to Financial Engines Advisors, LLC ; served on 6/14/2023. (Sharp, Rex)
June 20, 2023 Opinion or Order Filing 11 SUMMONS Returned Executed as to Fidelity Investments Institutional ; served on 6/13/2023. (Sharp, Rex)
June 20, 2023 Opinion or Order Filing 10 SUMMONS Returned Executed as to American Airlines, Inc. ; served on 6/12/2023. (Sharp, Rex)
June 20, 2023 Opinion or Order Filing 9 Request for Clerk to issue Summons filed by Bryan P. Spence. (Sharp, Rex)
June 6, 2023 Opinion or Order Filing 8 Summons Issued as to American Airlines, Inc., Fidelity Investments Institutional, Financial Engines Advisors, LLC, the American Airlines Employee Benefits Committee. (Attachments: #1 Additional Page(s), #2 Additional Page(s), #3 Additional Page(s)) (mmw)
June 5, 2023 Opinion or Order Filing 7 MOTION Leave to Proceed Without Local Counsel filed by Bryan P. Spence (Attachments: #1 Proposed Order) (Stephens, Andrew)
June 5, 2023 Opinion or Order Filing 6 Request for Clerk to issue Summons filed by Bryan P. Spence. (Stephens, Andrew)
June 5, 2023 Opinion or Order Filing 5 Request for Clerk to issue Summons filed by Bryan P. Spence. (Stephens, Andrew)
June 5, 2023 Opinion or Order Filing 4 Request for Clerk to issue Summons filed by Bryan P. Spence. (Stephens, Andrew)
June 5, 2023 Opinion or Order Filing 3 Request for Clerk to issue Summons filed by Bryan P. Spence. (Stephens, Andrew)
June 2, 2023 Opinion or Order Filing 2 New Case Notes: A filing fee has been paid. File to: Judge O Connor. Pursuant to Misc. Order 6, Plaintiff is provided the Notice of Right to Consent to Proceed Before A U.S. Magistrate Judge. Clerk to provide copy to plaintiff if not received electronically. Attorneys are further reminded that, if necessary, they must comply with Local Rule 83.10(a) within 14 days or risk the possible dismissal of this case without prejudice or without further notice. (tjc)
June 2, 2023 Opinion or Order Filing 1 COMPLAINT against All Defendants filed by Bryan P Spence. (Filing fee $402; Receipt number ATXNDC-13785239) Plaintiff will submit summons(es) for issuance. 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) (Stephens, Andrew) (tjc).

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Search for this case: Spence v. American Airlines, Inc., et al
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Plaintiff: Brian P Spence
Represented By: Andrew Bowman Stephens
Represented By: Heather Gebelin Hacker
Represented By: Rex A Sharp
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Plaintiff: Bryan P. Spence
Represented By: Andrew Bowman Stephens
Represented By: Heather Gebelin Hacker
Represented By: Rex A Sharp
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Defendant: American Airlines, Inc.
Represented By: Russell D Cawyer
Represented By: Brian D Boyle
Represented By: Dee J Kelly, Jr
Represented By: Mark W Robertson
Represented By: Shannon Barrett
Represented By: William Pollak
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Defendant: the American Airlines Employee Benefits Committee
Represented By: Russell D Cawyer
Represented By: Brian D Boyle
Represented By: Shannon Barrett
Represented By: William Pollak
Represented By: Dee J Kelly, Jr
Represented By: Mark W Robertson
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Defendant: Fidelity Investments Institutional
Represented By: Charles W Fillmore
Represented By: H Dustin Fillmore, III
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Defendant: Financial Engines Advisors, LLC
Represented By: Claire Elizabeth Carroll
Represented By: D Mitchell McFarland
Represented By: William J. Delany
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