Employee Benefits

Ashmore v. Board of Trustees of the Bloomington Police Pension Fund

Illinois Appellate Court
Civil Court
Pensions
Citation
Case Number: 
2018 IL App (4th) 180196
Decision Date: 
Sunday, December 23, 2018
District: 
4th Dist.
Division/County: 
McLean Co.
Holding: 
Reversed and remanded.
Justice: 
STEIGMANN

Plaintiff, a former police officer, filed application for disability pension benefits, for injury from a fall while he was pushing a stranded motorist's vehicle out of the snow. Board's finding that Plaintiff was not disabled was against manifest weight of the evidence. As the stuck vehicle was partially obstructing traffic and was blocking an entrance to an apartment complex, Plaintiff was performing his duty of keeping the roadway clear of obstructions and allowing tenants to enter and exit their residences. Plaintiff's actions in pushing vehicle out of snow qualify as an "act of duty" for which he is entitled to a line-of-duty pension. (KNECHT and DeARMOND, concurring.)

Dawson v. City of Geneseo

Illinois Appellate Court
Civil Court
Employee Benefits
Citation
Case Number: 
2018 IL App (3d) 170625
Decision Date: 
Tuesday, October 23, 2018
District: 
3d Dist.
Division/County: 
Henry Co.
Holding: 
Affirmed.
Justice: 
CARTER

Retired former employee of City filed class action suit to challenge City's reduction of percentage it contributed to retiree health insurance premiums. This benefit is not a pension or retirement system, and is not a benefit that results from membership in a protected public pension or retirement systems provided for under Pension Code, and thus is not a benefit protected by pension protection clause from being diminished or impaired by City. Disclaimer in City's Personnel Ordinance were for information purposes and did not constitute an offer or promise, and thus did not provide contractual rights. (McDADE and SCHMIDT, concurring.)

City of Countryside v. City of Countryside Police Pension Board of Trustees

Illinois Appellate Court
Civil Court
Pensions
Citation
Case Number: 
2018 IL App (1st) 171029
Decision Date: 
Friday, September 28, 2018
District: 
1st Dist.
Division/County: 
Cook Co., 6th Div,
Holding: 
Affirmed.
Justice: 
DELORT

Court held that city's police officers had received more in pension benefits than they were entitled to because their pensions had been incorrectly calculated. City's labor attorney and police union's attorney signed a "Letter of Understanding" in 2002 as to benefits and calculation of same.Although retirees may have proceeded in reliance on Pension Board's original computations, public interest in enforcing Pension Code and ensuring solvency of local fund make take priority over retirees' expectations, and thus City's claims were not barred by laches or estoppel. Arbitrator did not address whether calculation method conformed to Pension Code or Department of Insurance regulations. Governing contract is the collective bargaining agreement (CBA), unmodified by Letter of Agreement, and CBA does not support application of Letter. (CUNNINGHAM and HARRIS, concurring.)

Covello v. Village of Schaumburg Firefighters’ Pension Fund

Illinois Appellate Court
Civil Court
Disability Benefits
Citation
Case Number: 
2018 IL App (1st) 172350
Decision Date: 
Tuesday, September 25, 2018
District: 
1st Dist.
Division/County: 
Cook Co., 2d Div,
Holding: 
Affirmed.
Justice: 
MASON

Plaintiff filed action for review of a final decision denying him line-of-duty disability pension benefits. Plaintiff claimed he could no longer work as a firefighter for village because he suffered from PTSD triggered by a specific duty-related incident. Board found Plaintiff permanently disabled and entitled to a nonduty disability pension based on his preexisting physical and psychological conditions. Record supports Board's finding that an act of duty was not a causative factor contributing to Plaintiff's permanent disability. (PUCINSKI and WALKER, concurring.)

Penn v. The County of Peoria, Illinois

Illinois Appellate Court
Civil Court
Pension Code
Citation
Case Number: 
2018 IL App (3d) 170162
Decision Date: 
Wednesday, August 8, 2018
District: 
3d Dist.
Division/County: 
Peoria Co.
Holding: 
Vacated and remanded.
Justice: 
WRIGHT

Illinois Pension Code vests IMRF (Illinois Municipal Retirement Fund) as administrative agency with original and exclusive subject matter jurisdiction to issue final decision regarding whether county employee has a valid claim for IMRF retirement benefits. A participating municipality, such as the County, has no subject matter jurisdiction to render a final administrative decision addressing eligibility of employee for IMRF enrollment and retirement benefits.(CARTER and O'BRIEN, concurring.)

McClesky v. CWG Plastering, LLC

Federal 7th Circuit Court
Civil Court
ERISA
Citation
Case Number: 
No. 17-1980
Decision Date: 
July 31, 2018
Federal District: 
S.D. Ind., Indianapolis Div.
Holding: 
Reversed and remanded

Dist. Ct. erred in granting defendant’s motion for summary judgment in ERISA action by plaintiff-pension fund to recover unpaid pension payments required under collective bargaining agreement between union and company from which defendant had purchased its assets, where plaintiff asserted that defendant, which was owned by son of owner of company which had sold assets to defendant, was liable for said unpaid pension payments under successor liability and alter-ego theories of liability. Record showed that defendant took on some customers of father’s company, had hired employees of father’s company and completed jobs that had been started by father’s company. While Dist. Ct. found that son’s and father’s companies were too different to impose liability for unpaid pension payments under either successor or alter-ego theories, record contained triable issue with respect to either theory, where on day $196,940.73 judgment with respect to pension payments had been entered against father’s company, defendant-son’s company had registered as Missouri LLC and began work on jobs original given to father’s company, while using employees originally hired by father’s company, including father. As such, reasonable fact-finder could find both common ownership and control between both entities to support liability against defendant.

Estate of Linda Faye Jones v. Children’s Hospital and Health System Incorporated Pension Plan

Federal 7th Circuit Court
Civil Court
ERISA
Citation
Case Number: 
No. 17-3524
Decision Date: 
June 13, 2018
Federal District: 
E.D. Wisc.
Holding: 
Affirmed

Dist. Ct. did not err in granting defendant-pension plan’s motion for summary judgment in action under ERISA by plaintiff (daughter of retired employee who was named as beneficiary of employee’s pension plan) seeking to challenge defendant’s decision to deny her claim for pension benefits, where employee had died three days prior to scheduled date of first payment of retirement benefits. Terms of pension plan directed that employee’s spouse, if any, was only individual who could collect pension benefits if employee had died prior to receiving first payment of retirement benefits, and plaintiff could not collect any pension benefits since: (1) employee had died prior to receiving any payment of retirement benefits; and (2) plaintiff was not spouse of employee. Moreover, defendant’s interpretation of pension plan was reasonable, especially where “spouse-only” provision was based, in part, on certain provisions of U.S. tax code.