Employee Benefits

Talerico v. Village of Clarendon Hills

Illinois Appellate Court
Civil Court
Public Safety Employee Benefits Act
Citation
Case Number: 
2021 IL App (2d) 200318
Decision Date: 
Tuesday, June 22, 2021
District: 
2d Dist.
Division/County: 
Du Page Co.
Holding: 
Reversed and remanded.
Justice: 
HUDSON

Plaintiff, a full-time probationary police officer, when responding to a report of a home invasion and carrying evidence-technician equipment, slipped on snow and ice at the rear of his squad car, and injured his shoulder when he braced himself from falling. Plaintiff was entitled to payment of health insurance benefits by Village per plain language of section 10 of Public Safety Employee Benefits Act, because he suffered a "catastrophic injury" which occurred "during the investigation of a criminal act." Plaintiff's investigative duties at time of injury had element of immediacy, as he had to act quickly to search for footprints in the snow and needed to dust for fingerprints that could otherwise be lost. The Act does not required that an employee be performing investigatory acts at time of injury, but only that injury occur during investigation of a criminal act. (BRIDGES and BIRKETT, concurring.)

Robbins v. County Employees’ & Officers’ Annuity & Benefit Fund

Illinois Appellate Court
Civil Court
Pension Code
Citation
Case Number: 
2021 IL App (1st) 192142
Decision Date: 
Wednesday, June 30, 2021
District: 
1st Dist.
Division/County: 
Cook Co., 3d Div.
Holding: 
Affirmed.
Justice: 
ELLIS

Cook County employee pensions are governed by article 9 of the Pension Code, and pensioners are entitled to automatic annual cost-of-living adjustments (COLAs). Section 9-134 of the Pension Code specifies that the start date of the annuity is the critical point for calculating the annuity and any age reduction. Plaintiff retired 4 days before her 60th birthday. Plaintiff chose the "minimum annuity" formula for calculation of her annuity benefit, under section 9-134, which is pegged to the age of the employee on the date the annuity is to begin. For section 9-134 annuities, the date the employee chooses to start drawing her annuity is the operative date for being "on annuity" under section 9-133(a). Plaintiff was 60 when she her annuity "began", and thus no age reduction was warranted. Her first COLA was due just under 2 years later, according to the first paragraph of section 9-133(a) of the Pension Code.(HOWSE and McBRIDE, concurring.)

Village of Hanover Park v. Board of Trustees of the Village of Hanover Park Police Pension Fund

Illinois Appellate Court
Civil Court
Pensions
Citation
Case Number: 
2021 IL App (2d) 200380
Decision Date: 
Friday, May 28, 2021
District: 
2d Dist.
Division/County: 
Du Page Co.
Holding: 
Circuit court reversed; Board reversed.
Justice: 
BIRKETT

Holiday pay under the Village Police Pension Fund's collective bargaining agreement is not pensionable salary because it is not fixed. Under the Pension Code and administrative rules, if police officer compensation is not "fixed", it is not "salary" for pension purposes.  (BRIDGES and ZENOFF, concurring.)

International Association of Fire Fighters, Local 50 v. City of Peoria

Illinois Supreme Court PLAs
Civil Court
Public Safety Employee Benefits Act
Citation
PLA issue Date: 
May 26, 2021
Docket Number: 
No. 127040
District: 
3rd Dist.

This case presents question as to whether trial court properly struck down city ordinance that attempted to amend procedures for firefighters seeking to obtain benefits under Public Safety Employee Benefits Act (Act) by defining "injury," "gainful work," and "catastrophic injury." Appellate Court, in affirming trial court, found that city's definitions of "catastrophic injury," "injury," and "gainful work" were inconsistent with substantive requirements of Act, and thus instant ordinance was not valid exercise of home rule authority. Appellate Court further observed that if firefighter is injured and awarded line-on-duty disability, he or she has catastrophic injury pursuant to section 10(a) of Act.

McCaffrey v. Village of Hoffman Estates

Illinois Appellate Court
Civil Court
Public Safety Employee Benefits Act
Citation
Case Number: 
2021 IL App (1st) 200395
Decision Date: 
Tuesday, May 11, 2021
District: 
1st Dist.
Division/County: 
Cook Co., 2d Div.
Holding: 
Affirmed.
Justice: 
PUCINSKI

Plaintiff was a full-time police officer who was disabled as a result of being severely injured in the line of duty. Plaintiffs became eligilbe for Medicare based on disability. Court properly dismissed Plaintiffs’ complaint with prejudice. Court properly concluded that Village was not obligated, under section 10(a) of Public Safety Employee Benefits Act, to pay insurance premiums for Plaintiffs after they became eligible for Medicare coverage. Court properly concluded that Plaintiffs could not seek recovery for the unpaid premiums under Wage Payment and Collection Act. (LAVIN and COBBS, concurring.)

Hampton v. Board of Trustees of the Bolingbrook Police Pension Fund

Illinois Appellate Court
Civil Court
Pension
Citation
Case Number: 
2021 IL App (3d) 190416
Decision Date: 
Friday, January 29, 2021
District: 
3d Dist.
Division/County: 
Will Co.
Holding: 
Affirmed.
Justice: 
O'BRIEN

Officer submitted a disability pension application for line-of-duty pension benefits, claiming injury to his left shoulder suffered when his squad car was struck on the driver's side while he was on duty and assisting with scene of traffic accident. Officer had to be extricated from squad car. Considering all evidence in record, and the fact that Pension Fund Board erred in relying on certain evidence in support of its decision that officer was not disabled, Boards decision was against manifest weight of evidence. Doctors did not testify, and thus factors such as demeanor of testifying witnesses did not figure into assessment of credibility.Although Board did not make a finding on ultimate issue of whether officer was injured in the performance of an act of duty, it did make the necessary factual findings so that appellate court makes that finding as a matter of law.  (McDADE and WRIGHT, concurring.)

Griffin v. Village of New Lenox Police Pension Fund

Illinois Appellate Court
Civil Court
Pension Code
Citation
Case Number: 
2021 IL App (3d) 190557
Decision Date: 
Tuesday, January 5, 2021
District: 
3d Dist.
Division/County: 
Will Co.
Holding: 
Reversed.
Justice: 
HOLDRIDGE

Plaintiff applied for line-of-duty disability pension, for injuries sustained when he slipped off the curb  in courthouse parking lot while walking from courthouse to his vehicle with papers in hand following his subpoenaed testimony.. Board of Trustees of Village Police Pension Fund denied his request, but granted him a not-on-duty disability pension, which he had requested in the alternative. Circuit court reversed Board's decision. Plaintiff was not exposed to special risks not ordinarily assumed by a citizen in the ordinary walks of life, and was not performing an act of duty when he was injured.Board's decision to deny line-of-duty disability pension was not clearly erroneous. (O'BRIEN and WRIGHT, concurring.)

Beeler v. Saul

Federal 7th Circuit Court
Civil Court
Social Security
Citation
Case Number: 
No. 19-2099
Decision Date: 
October 5, 2020
Federal District: 
S.D. Ind., Indianapolis Div.
Holding: 
Affirmed

Dist. Ct. did not err in granting defendants’ motion for summary judgment in plaintiffs' (dual citizens of U.S. and Canada) action, alleging that defendants wrongfully applied “windfall elimination” provision to decrease their Social Security benefits due to fact that plaintiffs received old-age benefits from Canadian Pension Plan for work plaintiffs performed in Canada that was not subject to U.S. Social Security taxes. Dist. Ct. could properly reject plaintiffs’ argument that totalization agreement between U.S. and Canada designated paid work in either country as “covered employment” or equivalent to covered employment in both countries. Moreover, defendants could properly find that term “covered employment” is work on which Social Security taxes were paid. As such, since plaintiff’s work in Canada is not considered covered employment under 42 USC section 410, provisions of 42 USC section 415 applied to reduce plaintiff’s U.S. Social Security benefit. Ct. rejected plaintiffs’ contention that instant reduction in benefits is improper because: (1) it violated totalization agreement since Canada does not reciprocally reduce plaintiffs’ Canadian benefits due to their receipt of U.S. Social Security benefits; and (2) Canadians' benefits are based on Canadian citizenship or residence. (Dissent filed.)

Chappell v. Board of Trustees of Illinois Municipal Retirement Fund

Illinois Appellate Court
Civil Court
Pensions
Citation
Case Number: 
2020 IL App (1st) 192255
Decision Date: 
Monday, August 31, 2020
District: 
1st Dist.
Division/County: 
Cook Co., 1st Div.
Holding: 
Reversed and remanded.
Justice: 
GRIFFIN

Plaintiff applied to purchase omitted service credit from Illinois Municipal Retirement Fund (IMRF) for period from 1986 to 2002, when he was executive director of a not-for-profit community center that worked under contract with Township. The IMRF made an interlocutory administrative determination not subject to the 35-day limitations period when it approved Plaintiff's omitted service credit application. Township's agent erroneously certified to IMRF that Plaintiff was a Township employee and eligible to participate. IMRF staff automatically accepted Township's certification and approved PLaintiff's application without hearing or testimony, and it was not a final administrative decision. Plaintiff had, as center's executive director, already decided that IMRF participation was cost prohibitive and declined it, yet proceed to seek IMRF pension benefits for himself after he became employed by Township. (PIERCE and WALKER, concurring.) 

Bator v. Dist. Council 4, Graphic Communications Conference

Federal 7th Circuit Court
Civil Court
ERISA
Citation
Case Number: 
No. 19-2626
Decision Date: 
August 27, 2020
Federal District: 
N.D. Ill., E. Div.
Holding: 
Affirmed

Dist. Ct. did not err in dismissing for failure to state cause of action plaintiffs-former union members’ lawsuit under ERISA, alleging that defendants-pension plan Trustees and union breached their fiduciary duties through actions and inactions that resulted in underfunding of their pension plan. While plaintiffs alleged that defendants breached their fiduciary duty by not enforcing either terms of Trust Indenture or union by-laws when they allowed certain members of union to contribute to fund at lower rates, record showed that Trustees had broad discretion to interpret terms of Trust Indenture, and that Trustees’ interpretation that allowed certain members of union to participate in pension plan at lower rates was not arbitrary or capricious, where language in Trust Indenture indicated that different segments of participating local union can increase contribution levels so long as formula applied to all members of that segment. Dismissal was also warranted with respect to defendant-union, since union was not acting as fiduciary when it set contribution rates. Fact that union controlled amount of revenue coming into pension plan did not require different result.