Barkdoll v. H & W Motor Express Co.

820 F. Supp. 410, 1993 U.S. Dist. LEXIS 6800, 1993 WL 141071
CourtDistrict Court, N.D. Iowa
DecidedFebruary 4, 1993
DocketC91-0160
StatusPublished
Cited by2 cases

This text of 820 F. Supp. 410 (Barkdoll v. H & W Motor Express Co.) is published on Counsel Stack Legal Research, covering District Court, N.D. Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barkdoll v. H & W Motor Express Co., 820 F. Supp. 410, 1993 U.S. Dist. LEXIS 6800, 1993 WL 141071 (N.D. Iowa 1993).

Opinion

ORDER

MELLOY, Chief Judge.

This matter appears before the court on Defendant’s resisted Motion For Summary Judgment. The following order and opinion grants the Defendant’s motion.

Background

Plaintiff was hired by the Defendant as a driver/dockman, a union position, on March 13, 1966. On March 21, 1966, the Plaintiff joined Teamsters Local Union No. 238. On February 24,1971, the Defendant offered the Plaintiff a non-union position at its Cedar Rapids location. Plaintiff allegedly accepted the non-union position on the express condition that his pension would never fall below the pension provided to members of Teamsters Local Union No. 238. This “express condition” was never reduced to writing. Defendant allegedly made similar promises throughout the years to the Plaintiff. Now, after leaving the Defendant, the Plaintiff alleges that his pension is less than the pension he would have received had he remained a member of Teamsters Local Union No. 238.

Plaintiffs petition asserts breach of contract, detrimental reliance, and intentional *412 misrepresentation theories under Iowa law and seeks compensatory and punitive damages. On July 2, 1991, the Defendant removed the Plaintiffs action to this court. The Defendant then filed the summary judgment motion currently before the court arguing that the Plaintiffs state law claims are preempted by ERISA and that the Plaintiff has failed to state a claim for relief under ERISA. ■

Summary Judgment

The Eighth Circuit recently articulated the following standards governing motions for summary judgment:

Under Rule 56(c) summary judgment is appropriate where “there is no genuine issue as to any material fact and ... the moving party is entitled to a judgment as a matter of law.” Once the motion for summary judgment is made and supported, it places an affirmative burden on the non-moving party to go beyond the pleadings and “by affidavit or otherwise” designate “specific facts showing that there is a genuine issue for trial.” Robinson v. Monaghan, 864 F.2d 622, 624 (8th Cir.1989) (quoting Fed.R.Civ.P. 56(e)); Celotex Corp. v. Catrett, 477 U.S. 317, 324, 106 S.Ct. 2548, 2558, 91 L.Ed.2d 265 (1986). In designating specific facts, “the mere existence of some alleged factual dispute between the parties will not defeat an otherwise properly supported motion for summary judgment” because Rule 56(c) requires “that there be no genuine issue of material fact.” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 247-48, 106 S.Ct. 2505, 2509-10, 91 L.Ed.2d 202 (1986) (emphasis in original). In order to determine which facts are material, courts should look to the substantive law in a dispute and identify the facts which are critical to the outcome. Anderson v. Liberty Lobby, 477 U.S. at 248, 106 S.Ct. at 2510.
A dispute about a material fact is genuine if the evidence is such that a reasonable trier of fact could return a decision in favor of the party opposing summary judgment. Id. In performing the genuineness inquiry, trial courts should believe the evidence of the party opposing summary judgment and all justifiable inferences should be drawn in that party’s favor. Id. at 255, 106 S.Ct. at 2513-14. A court is not “to weigh the evidence and determine the truth of the matter but [instead should] determine whether there is a genuine issue for trial.” Id. at 249,106 S.Ct. at 2510-11.
When a party opposing summary judgment fails its burden, summary judgment “may and should be granted” if the moving party otherwise satisfies the Rule 56(c) requirements. Celotex, 477 U.S. at 323, 106 S.Ct. at 2552-53. Summary judgment is not to be construed as a “disfavored procedural short-cut” but should be interpreted to accomplish its purpose of isolating and disposing of factually unsupported claims and defenses. Celotex, 477 U.S. at 327, 106 S.Ct. at 2554-55. Yet, the Supreme Court also notes that trial courts should act with great caution and may deny summary judgment when it believes “the better course is to proceed to a full trial.” Anderson v. Liberty Lobby, 417 U.S. at 255, 106 S.Ct. at 2513-14.

Commercial Union Ins. Co. v. Schmidt, 967 F.2d 270, 271-72 (8th Cir.1992) (parallel citations omitted).

The Defendant disputes Plaintiffs allegations that there was an oral promise to equalize the union and non-union pensions. However, for purposes of ruling upon Defendant’s summary judgment motion, the court will assume that the trier of fact would find that such an oral promise had been made and that the Plaintiff relied upon that promise. Even assuming that such a promise had been made, the court concludes that the Defendant’s motion for summary judgment should be granted.

ERISA in General

The Employee Retirement Income Security Act (“ERISA”) comprehensively regulates employee pension plans. Title 29 U.S.C. § 1002(2)(A) defines an employee “pension plan” as follows:

[An employee] ... “pension plan” mean[s] any plan, fund or program which ... is ... established or maintained by an employer or by an employee organization, or by both, to the extent that by its express terms or as a result of surrounding *413 circumstances such plan, fund or program—
(i) provides retirement income to employees, or
(ii) results in a deferral of income by employees for periods extending to the termination of covered employment or beyond.

29 U.S.C. § 1002(2)(A). The statute imposes participation, funding, and vesting requirements. The statute also sets various uniform standards, including rules concerning reporting, disclosure, and fiduciary responsibilities. Ingersoll-Rand Co. v. McClendon, 498 U.S. 133, 137-38, 111 S.Ct. 478, 482, 112 L.Ed.2d 474 (1990) (citing Shaw v. Delta Air Lines, Inc., 463 U.S. 85, 91, 103 S.Ct. 2890, 2897, 77 L.Ed.2d 490 (1983)). As part of this closely integrated regulatory scheme, the Congress included various safeguards to prevent abuse. Prominent among these safeguards is a provision of particular relevance to this case: 29 U.S.C. § 1144, ERISA’s broad preemption provision. Ingersoll-Rand, 498 U.S. at 137-38, 111 S.Ct. at 482.

29 U.S.C. § 1144

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Bluebook (online)
820 F. Supp. 410, 1993 U.S. Dist. LEXIS 6800, 1993 WL 141071, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barkdoll-v-h-w-motor-express-co-iand-1993.