Beardman v. Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund

CourtDistrict Court, N.D. Ohio
DecidedMarch 30, 2022
Docket4:20-cv-02149
StatusUnknown

This text of Beardman v. Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund (Beardman v. Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund) is published on Counsel Stack Legal Research, covering District Court, N.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beardman v. Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund, (N.D. Ohio 2022).

Opinion

PEARSON, J.

UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF OHIO EASTERN DIVISION

JOEL P. BEARDMAN, ) ) CASE NO. 4:20-CV-2149 Plaintiff, ) ) v. ) JUDGE BENITA Y. PEARSON ) SHEET METAL, AIR, RAIL, AND ) FINDINGS OF FACT AND TRANSPORTATION ASSOCIATION ) CONCLUSIONS OF LAW LOCAL UNION NO. 33 YOUNGSTOWN ) DISTRICT PENSION FUND, et. al., ) ) [Resolving ECF Nos. 24, 26] Defendants. )

Pending before the Court are competing Motions for Judgment on the Administrative Record by Plaintiff Joel P. Beardman (ECF No. 24) and Defendant Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund, as well as Defendant Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund Trustees (collectively, the “Plan”) (ECF No. 26), pursuant to the Employment Retirement Income Security Act of 1974 (“ERISA”), 29 U.S.C. § 1001, et seq., as amended.1 Plaintiff initiated this action seeking judicial review of the Plan’s determination that he is ineligible for Disability Pension benefits. ECF No. 1.

1 The parties have fully briefed both Plaintiff’s motion (ECF Nos. 28, 30) and the Plan’s motion (ECF Nos. 26, 29). After considering the parties’ positions2 and the applicable law, the Court enters final judgment in favor of the Plan and against Plaintiff. I. Findings of Fact 1. Plaintiff suffers from Chron’s disease, the severity of which has increased over

time. Plaintiff has a history of “bowel resection in 1994 and 1995, and multiple fistula repairs in 1991 and 1999.” ECF No. 18-1 at PageID #: 662. 2. At all times relevant to this case, eligibility criteria for a Disability Pension were located at Sections 3.08. 3.10. 3.11 3.12 of the Plan’s Pension Plan Rules and Regulations as Amended and Restated Effective January 1, 2015 (the “Rules”). ECF No. 18-1 at PageID #: 556 – 557. 3. Section 3.08 of the Rules (ECF No. 18-1 at PageID #: 556) provides: SECTION 3.08. DISABILITY PENSION— ELIGIBILITY AND COMMENCEMENT.

(a) A Participant may retire on a Disability Pension if he retires as the result of total and permanent disability as defined in Section 3.10, provided he has accumulated at least ten (10) Pension Credits prior to becoming totally and permanently disabled as defined in this Plan, and he has at least 155 hours of Work in Covered Employment within the 24month period of time prior to the date he became totally and permanently disabled.

(b) An Active Participant on or after January 1, 1997 may retire on a Disability Pension if he retires as the result of total and permanent disability as defined in Section 3.10, provided he has accumulated at least Five (5) Years of Vesting Service prior to becoming totally and permanently disabled as defined in this Plan, and he has at least 155 hours of Work in Covered Employment within the 24-month period of time prior to the date he became totally and permanently disabled.

(c) The Disability Pension will be payable commencing with the sixth month after the

2 The parties’ motions are replete with unnecessary jabs and display a lack of decorum unbecoming their authors. While zealous advocacy is often appreciated, the parties failed, at times, to remember their vows of civility in proceedings before the Court. commencement of disability or the first day of the month following the month a proper application is completed in accordance with Sections 6.01 and 6.02 whichever is later.

4. Section 3.10 of the Rules (ECF No. 18-1 at PageID #: 556) provides: SECTION 3.10. PERMANENT DISABILITY. A Participant shall be considered permanently and totally disabled only if the Board of Trustees, in its sole and absolute judgment, finds, on the basis of medical evidence, that:

(a) he has been totally disabled by bodily injury or disease so that he is prevented thereby from engaging in future work for remuneration or profit in a job classification of the type specified in the Collective Bargaining Agreement; and

(b) such disability will be continuous and permanent during the remainder of his life.

5. Section 3.11 of the Rules (ECF No. 18-1 at PageID #: 556 – 557) provides: SECTION 3.11. PROOF OF TOTAL AND PERMANENT DISABILITY. The Trustees may accept the certification of any duly licensed medical practitioner acceptable to the Board of Trustees that the Participant is totally and permanently disabled, or the Trustees may require that the Employee applying for a Disability Pension submit to an examination by a duly licensed medical practitioner selected by the Trustees and additionally may require such Employee to submit to a re- examination periodically as the Trustees may direct. The Trustees may accept as evidence of total and permanent disability, a determination by tide Social Security Administration that the Employee is entitled to a Social Security Disability Benefit in connection with his Old Age and Survivors Insurance Coverage. The Trustees may at any time or from time to time require evidence including any questionnaire submitted annually by the Trustees to the Pensioner, of the Participant’s continued entitlement to such Disability Pension, as well as required additional examinations on a periodic basis.

6. Section 3.12 of the Rules (ECF No. 18-1 at PageID #: 557) provides: SECTION 3.12. EARNINGS BY A DISABILITY PENSIONER AND TIMELY REPORTS.

A Disability Pensioner shall report any and all earnings from any employment or gainful pursuit to the Trustees, in writing, within fifteen (15) days after the end of any month in which he has such earnings. A Disability Pensioner shall be disqualified from benefits in any month in which he earns more than $1,000 in any employment or gainful pursuit. If a Disability Pensioner foils to make timely reports as required in this Section 3.12, he shall be disqualified for pension benefits for the month or months in which he had earnings from employment or other gainful pursuit. He shall also be disqualified for pension benefits for up to six (6) additional months for failure to make timely reports. This penalty shall apply to each such violation unless the Trustees determine that there were extenuating circumstances which prevented the Employee from making such timely filings. The Trustees may discontinue Disability Pension benefits to any Pensioner who refuses to submit the annual questionnaire provided by the Trustees asset forth in Section 3.11.

7. At all times relevant to this case, the procedure for handling claims for Disability Pension was located at Section 6.04 of the Rules. See ECF No. 23 at PageID #: 802; see also ECF No. 18-1 at PageID #: 577 – 579. 8. Section 6.04 of the Rules (ECF No. 18-1 at PageID #: 577 – 579) provides: SECTION 6.04. CLAIMS AND APPEALS - FOR DISABILITY PENSION (a) Any claim for a Disability Pension must be in writing on a form provided by the Trustees and must be made within six months after filing for Social Security Disability Benefits. Unless an extension applies, the Trustees must advise the claimant of its initial decision within 45 days of actual receipt of the written claim.

(b) The Trustees may extend the date for rendering an initial decision by two separate periods of 30 days each, provided any extension is due to circumstances beyond the control of the Plan. Such circumstances will include a delay in obtaining medical information from a physician or other provider.

The Plan will notify the claimant in writing before the end of the 45 days if the first extension is utilized and prior to 75 days if the second extension is utilized.

(c) Any request to the claimant for additional information must be made within the initial 45 day period. The claimant then has 45 days to obtain the additional information.

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Beardman v. Sheet Metal, Air, Rail, and Transportation Association Local Union No. 33 Youngstown District Pension Fund, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beardman-v-sheet-metal-air-rail-and-transportation-association-local-ohnd-2022.