Caruso v. Retirement Board of the Policemen's Annuity and Benefit Fund of the City of Chicago

Appellate Court of Illinois·Decided March 31, 2026·No. 1-24-2387·Unpublished

Opinion

2026 IL App (1st) 242387-U No. 1-24-2387

First Division

March 31, 2026

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1).

IN THE

APPELLATE COURT OF ILLINOIS FIRST DISTRICT

ALFRED J. CARUSO, ) Appeal from the ) Circuit Court of Plaintiff-Appellant, ) Cook County.

)

v. )

) No. 23 CH 08131 THE RETIREMENT BOARD OF THE ) POLICEMEN’S ANNUITY AND BENEFIT ) Honorable FUND OF THE CITY OF CHICAGO, ) Caroline Kate Moreland ) Judge, Presiding.

Defendant-Appellee. )

JUSTICE COBBS delivered the judgment of the court.

Presiding Justice Fitzgerald Smith and Justice Howse concurred in the judgment.

ORDER

¶1 Held: The police retirement board’s decision denying plaintiff’s application for duty disability benefits is affirmed, where the evidence supports the Board’s finding that plaintiff’s back injury was not caused by a duty related incident.

¶2 Plaintiff Alfred J. Caruso, a Chicago police officer, appeals the decision of the Retirement Board of the Policemen’s Annuity and Benefit Fund of the City of Chicago (the Board) denying his application for reclassification of “ordinary disability benefits” that he received from

September 16, 2021, to July 24, 2023, under the Illinois Pension Code (Code) (40 ILCS 5/5-154(a) (West 2022)) to “duty disability benefits” for that same period. As ordinary disability, plaintiff was awarded 50% of his salary. As duty disability, plaintiff would have been awarded 75% of his salary. Plaintiff contends that the Board erred in concluding that his lower back injuries were not the result of his May 23, 2013, injury which occurred during an act of duty, entitling him to duty disability. We find that the Board’s decision was not against the manifest weight of the evidence, and therefore affirm.

¶3 I. BACKGROUND

¶4 A. Plaintiff’s Application for Duty Disability Benefits

¶5 Plaintiff has been employed as a police officer with the Chicago Police Department (CPD) since June 26, 2006. On March 3, 2022, plaintiff applied to the Board for duty disability benefits pursuant to article 5 of the Code. In a sworn affidavit submitted with his application, plaintiff averred that on May 23, 2013, he sustained injuries to his left ankle and lower back while responding to a reported gang disturbance. Plaintiff stated that after detaining a suspect who attempted to flee, he returned to his police vehicle and “while walking” he “stepped on a large piece of broken concrete,” causing him to twist and injure his ankle and back. Plaintiff additionally averred that while at the hospital he was diagnosed with back injuries and a broken ankle. Plaintiff asserted that he required multiple lower back surgeries that resulted in his disability. However, the affidavit does not list any other on duty incidents as a cause of plaintiff’s back disability.

¶6 B. Exhibits

¶7 The administrative record contains numerous exhibits submitted by both plaintiff and the Board, including CPD records, medical records, physician reports, and plaintiff’s disability application.

¶8 1. Medical and Employment Records

¶9 Medical records from Northwestern Memorial Hospital reflect that plaintiff was treated in the emergency department on May 23, 2013. The discharge instructions listed an “ankle sprain” as the diagnosis and did not reference complaints of back pain.

¶ 10 Similarly, a CPD injury report dated May 23, 2013, states: during the course of a “street investigation,” “[plaintiff], while in the “guard position” was headed back to the vehicle at which time he stepped on a large rock, twisting his ankle sideways. The report does not refer to a back injury.

¶ 11 Police Officer Arletta Kubik was on duty with plaintiff on the date of the incident. In a written supplemental report, Kubik stated that she observed plaintiff “step on a large rock, twisting his left ankle sideways.” She transported plaintiff to Northwestern Hospital, where he was diagnosed and treated for an ankle sprain and then released.

¶ 12 On June 3, 2013, plaintiff began treatment with orthopedic specialist Dr. Stephen Perns. Dr. Perns diagnosed plaintiff with an ankle sprain and an avulsion-type fracture involving the medial malleolus of the left ankle. Significantly, Dr. Perns’ report states that plaintiff stated to him that “while working and jumping over a fence on 5/3/2013, he landed on a rock and twisted his ankle.” Dr. Perns noted that plaintiff denied “any further complaints.” Follow-up visits in June, July, and August 2013 focused on plaintiff’s ankle injury and did not indicate complaints of lower back pain.

¶ 13 In late August 2013, plaintiff first started experiencing chest and lower back pain and went to see Dr. Linsey Erickeson at Advocate Christ Medical Center. Medical records from an August 27, 2013, evaluation by Dr. Erickson noted that plaintiff had been experiencing back pain for three days leading up to the visit and concluded that it likely resulted from sciatica.

¶ 14 On September 16, 2013, plaintiff was evaluated by Dr. Robert Strugala, a spinal surgeon, for complaints of lower back pain and left leg pain. Dr. Strugala reported that plaintiff stated his symptoms had begun approximately three to four weeks earlier. Dr. Strugala attributed the onset of the back and leg symptoms to an altered gait and the physical therapy exercises plaintiff had been doing, but made no association of plaintiff’s symptoms with a specific traumatic event. An MRI performed on October 3, 2013, by Dr. Strugala revealed a disc herniation at the L5-S1 level. Plaintiff subsequently underwent lumbar spine surgery on March 20, 2014, consisting of a left- sided L5-S1 hemilaminotomy with microdiscectomy. Following the surgery, plaintiff returned to duty with the CPD.

¶ 15 On February 8, 2015, plaintiff was involved in an on-duty motor vehicle accident while responding to a call with lights and sirens activated. CPD records indicate that plaintiff sustained a lower back strain as a result of the crash. Plaintiff did not take time off from work but received treatment, including an epidural injection.

¶ 16 In December 2017, plaintiff was involved in another on-duty accident while riding in the rear seat of a police vehicle during a pursuit. Plaintiff reported that the vehicle struck a pothole or bump, which aggravated his back in the same location as his prior injury. Plaintiff continued working but received a second epidural injection.

¶ 17 On February 4, 2020, plaintiff was involved in an off-duty motor vehicle accident while driving home from work when another driver T-boned him after running a red light. Plaintiff again injured his lower back.

¶ 18 Plaintiff underwent a second lumbar surgery on March 5, 2020, consisting of another L5- S1 hemilaminotomy with microdiscectomy. After recovering from surgery, plaintiff returned to full-duty work.

¶ 19 Medical records referenced an additional work-related injury on January 20, 2021, when plaintiff reportedly felt a sharp pain and a “crack” in his lumbar spine while attending a training class.

¶ 20 On July 6, 2021, plaintiff underwent a third lumbar surgery consisting of an L5-S1 fusion with instrumentation, including pedicle screw-and-rod fixation and placement of an interbody cage. Plaintiff thereafter underwent physical therapy.

¶ 21 2. Independent Medical Examination

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Caruso v. Retirement Board of the Policemen's Annuity and Benefit Fund of the City of Chicago, (Ill. Ct. App. 2026).

Caruso v. Retirement Board of the Policemen's Annuity and Benefit Fund of the City of Chicago (Caruso v. Retirement Board of the Policemen's Annuity and Benefit Fund of the City of Chicago) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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