Air Line Pilots Ass'n International v. Trans World Airlines, Inc.

713 F.2d 940, 114 L.R.R.M. (BNA) 2241, 1983 U.S. App. LEXIS 25275, 32 Empl. Prac. Dec. (CCH) 33,757, 32 Fair Empl. Prac. Cas. (BNA) 1185
CourtCourt of Appeals for the Second Circuit
DecidedAugust 1, 1983
DocketNos. 1013, 1014 and 1166, Dockets 82-6266, 82-6306 and 82-6280
StatusPublished
Cited by60 cases

This text of 713 F.2d 940 (Air Line Pilots Ass'n International v. Trans World Airlines, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Air Line Pilots Ass'n International v. Trans World Airlines, Inc., 713 F.2d 940, 114 L.R.R.M. (BNA) 2241, 1983 U.S. App. LEXIS 25275, 32 Empl. Prac. Dec. (CCH) 33,757, 32 Fair Empl. Prac. Cas. (BNA) 1185 (2d Cir. 1983).

Opinions

MANSFIELD, Circuit Judge:

These consolidated appeals from judgments in two separate lawsuits against Trans World Airlines, Inc. (“TWA”) in the Southern District of New York, Kevin T. Duffy, Judge, grow out of actions taken by TWA on August 10,1978, permitting flight deck crew members in the status of “flight engineer” to work until the age of 70 instead of requiring them, as had been TWA’s [944]*944policy with respect to all such crew members (including captains and first officers), to retire at age 60. TWA made the change in response to Congress’ amendment on April 6, 1978, of the Age Discrimination in Employment Act (“ADEA”), 29 U.S.C. §§ 621-634 (1976 and Supp. Y 1981) to prohibit mandatory retirement prior to age 70.

In one action the Air Line Pilots Association (“ALPA”), bargaining representative of the flight deck crew members, challenged TWA’s policy, seeking a declaratory judgment that age under 60 is a bona fide occupational qualification (“BFOQ”) for flight engineers within the meaning of § 623(f)(1) of the ADEA1 and that TWA’s action represented a unilateral change in working conditions in violation of the Railway Labor Act (“RLA”), 45 U.S.C. § 156-188 (1976 & Supp. V 1981).2 ALPA appeals from a summary judgment in favor of TWA. In a second action (Thurston, et al. v. TWA and ALPA) a group of crew members (captains and first officers) formerly employed by TWA, who had been unsuccessful in securing flight engineer status before their 60th birthdays, claim that TWA’s policy, instigated and encouraged by ALPA, discriminates against them in violation of the ADEA by refusing to permit them to downbid to the position of flight engineer after they reached 60 years.3 The crew member-plaintiffs appeal from a summary judgment dismissing their action.4 We affirm the dismissal of ALPA’s action and reverse the dismissal of the Thurston action.

“It shall not be unlawful for an employer ... (1) to take any action otherwise prohibited under subsections (a), (b), (c), or (e) of this section where age is a bona fide occupational qualification reasonably necessary to the normal operation of the particular business. ...”

The material facts are not in dispute.5 TWA, a commercial aircraft carrier, employs approximately 3,000 “pilots”6 on its wide-bodied planes in three (and sometimes four) cockpit positions. The “captain” commands the aircraft and is responsible for all phases of its operation. The “first officer” assists or relieves the captain as co-pilot. The “flight engineer” sits at a side-facing instrument panel and is primarily responsible for pre-flight inspection and in-flight monitoring of the mechanical, electrical, and electronic functioning of the aircraft.

A flight engineer does not operate the flight controls. Unlike the captain and first officer, who are required by the Federal Aviation Administration (“FAA”) to have first class medical certification, the flight engineer needs only a second class medical certificate. The flight engineer does have crucial duties in emergencies, such as an all-engine flame-out but, should [945]*945the flight engineer become incapacitated, the “fail-safe” principle of crew redundancy means that the first officer would perform the engineer’s duties until the aircraft is brought to an emergency landing. In the event of incapacitation of the captain or first officer, the flight engineer may perform first officer duties except for take-off and landing. On certain long-distance flights there is a fourth crew member, an “International Relief Officer” (“IRO”), who acts as third in command and who performs, inter alia, first officer duties (excluding take-off and landing) and flight engineer duties.

Under an FAA regulation, 14 C.F.R. § 121.383(c) (1982), persons are prohibited from serving as “pilots” on a commercial aircraft carrier beyond age 60 (“Age 60 Rule”). Captains, first officers, and IRO’s are considered “pilots” for purposes of the Age 60 Rule. The Age 60 Rule, however, does not apply to the third seat position of flight engineer.

The ADEA as amended prohibits an employer from discriminating against an employee between the ages of 40 and 70 “with respect to his compensation, terms, conditions, or privileges of employment, because of such individual’s age ...” and from limiting, segregating, or classifying its employees “in any way which would deprive or tend to deprive any individual of employment opportunities or otherwise adversely affect his status as an employee, because of such individual’s age.” 29 U.S.C. §§ 623(a)(1), (a)(2). The Act further forbids the involuntary retirement of an employee within the protected age group “because of the age of such individual.” Id. § 623(f)(2). It is also unlawful under the ADEA for a labor organization “to cause or attempt to cause an employer to discriminate against an individual in violation of [the Act] ....” Id. § 623(c)(3).

The ADEA, however, permits an employer or labor organization to take actions otherwise prohibited under the Act “where age is a bona fide occupational qualification reasonably necessary to the normal operation of the particular business, or where the differentiation is based on reasonable factors other than age,” id. § 623(f)(1), or “to observe the terms of a bona fide seniority system ... which is not a subterfuge to evade the purposes of [the Act] .... ” Id. § 623(f)(2).

The parties agree for purposes of this litigation that the FAA Age 60 Rule may establish a “bona fide occupational qualification” (“BFOQ”) for captains and first officers within the meaning of 29 U.S.C. § 623(f)(1) of the ADEA. Cf. e.g., Starr v. FAA, 589 F.2d 307, 313 (7th Cir.1978); Rombough v. FAA, 594 F.2d 893, 899 (2d Cir.1979) (upholding FAA’s denial of exemption from Age 60 Rule as within agency’s discretion); but cf. Tuohy v. Ford Motor Co., 675 F.2d 842, 846 (6th Cir.1982).7

The “Retirement Plan for Pilots of Trans World Airlines, Inc.,” (“Retirement Plan”) negotiated as part of the 1977 Working Agreement between TWA and ALPA and incorporated in it by reference, provided that the “normal retirement date is the [pilot’s]8 60th birthday” and that “[pilots] must retire by their normal retirement date unless written approval of the company is granted for continuance in employment.” Articles 4.1, 4.2. Article 4.3 of the agreement provides for the disbursement of retirement benefits in the event of employment past age 60. The agreement was re-negotiated in 1979 (with a non-renegotiation provision stating that the agreement could not be reopened until September 30, 1981) and again in April 1982. The retirement provisions remained unchanged. They had governed the relationship for many years prior to these agreements, and, historically, TWA had employed no flight crew member over the age of 60 on its airplanes until 1978.

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713 F.2d 940, 114 L.R.R.M. (BNA) 2241, 1983 U.S. App. LEXIS 25275, 32 Empl. Prac. Dec. (CCH) 33,757, 32 Fair Empl. Prac. Cas. (BNA) 1185, Counsel Stack Legal Research, https://law.counselstack.com/opinion/air-line-pilots-assn-international-v-trans-world-airlines-inc-ca2-1983.