EEOC v. Jackson National Life Insurance Company

CourtDistrict Court, D. Colorado
DecidedMarch 11, 2021
Docket1:16-cv-02472
StatusUnknown

This text of EEOC v. Jackson National Life Insurance Company (EEOC v. Jackson National Life Insurance Company) is published on Counsel Stack Legal Research, covering District Court, D. Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
EEOC v. Jackson National Life Insurance Company, (D. Colo. 2021).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLORADO Chief Judge Philip A. Brimmer Civil Action No. 16-cv-02472-PAB-SKC EQUAL EMPLOYMENT OPPORTUNITY COMMISSION,1 Plaintiff, and LA’TONYA FORD, Plaintiff-Intervenor, v. JACKSON NATIONAL LIFE INSURANCE COMPANY, JACKSON NATIONAL LIFE DISTRIBUTORS, LLC, and JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, Defendants. ORDER

This matter is before the Court on defendants’ Motion for Summary Judgment [Docket No. 204] and Motion to Strike Evidentiary Exhibits to and New Facts in Plaintiff’s Surreply in Opposition to Defendants [sic] Motion for Summary Judgment [Docket No. 247]. Plaintiff La’Tonya Ford (“Ford”) responded to defendants’ motion, Docket No. 210, to which defendants replied. Docket No. 221. Ms. Ford then sought leave to file a surreply, Docket No. 224, which the Court granted. Docket No. 225. Ms. Ford filed her surreply, Docket No. 233, and defendants moved to strike the surreply.

1 The Equal Employment Opportunity Commission, the plaintiff-intervenors – with the exception of plaintiff-intervenor La’Tonya Ford – and defendants entered into a consent decree, which resolved all of the plaintiff-intervenors’ claims. Docket No. 182. Docket No. 247.2 This Court has jurisdiction pursuant to 28 U.S.C. § 1331. I. BACKGROUND3 Defendants, referred to collectively as “Jackson,” manufacture and sell annuities through three distribution channels, institutional market group (“IMG”), regional broker

dealer division (“RBD”), and Jackson National Life Distribution (“JNLD”). Docket No. 204 at 3, ¶¶ 1–2. Sales efforts at Jackson are supported by four positions, internal wholesaler, business development consultant (“BDC”), desk director, and external wholesaler. Id., ¶¶ 3–5. Ms. Ford joined Jackson in Atlanta and was then invited, as one of 20 key employees, to relocate to Denver. Id., ¶ 8. She accepted this offer, received a retention bonus in October 2006, and relocated in January 2007. Id. at 4, ¶ 9. Around the time of her move to Denver, Ms. Ford’s sales area changed to the New York territory within the RBD East channel. Id. ¶ 10. Jackson made its associate handbook accessible to employees and provided

2 Defendants’ summary judgment motion, reply, and motion to strike do not comply with the Local Rules. See D.C.COLO.LCivR 10.1(e) (“All pleadings and documents shall be double spaced.”). Jackson’s reply also violates two of the Court’s practice standards. First, Jackson fails to respond to each of Ms. Ford’s additional disputed facts. The Court’s practice standards state that a reply brief must “either admit that [a] fact is disputed or supply a brief factual explanation for its position that the fact is undisputed, accompanied by a specific reference to material in the record which establishes that the fact is undisputed. This will be done in paragraphs numbered to correspond with the opposing party’s paragraph numbering.” See Practice Standards (Civil cases), Chief Judge Philip A. Brimmer § III.F.3.b.vi. Second, because “the sole purpose of these procedures is to establish facts and determine which of them are in dispute,” in engaging in legal argument in this section, Jackson violates the Court's requirement that, “[l]egal argument is not permitted here and should be reserved for separate portions of the briefs.” Id. at § III.F.3.b.vii. 3 All facts are undisputed unless otherwise noted. 2 training on the policies and procedures, including its anti-harassment and anti- discrimination policies. Id., ¶¶ 12, 14–16. Around January 2008, Ms. Ford attended a party at the home of John Poulsen, a Jackson employee, with at least 20 internal wholesalers from RBD. Id. at 5, ¶ 26. Brian

Lane, who was Ms. Ford’s supervisor and who left Jackson at the end of 2008, also attended. Id. at 6, ¶¶ 27–28. Ms. Ford states that, during the party, Mr. Poulsen placed a “4-foot ‘magnum’ vodka ‘bottle against his pelvic area’ and started ‘thrusting the bottle’” at Ms. Ford, saying, “‘Here, LT, get on your knees.’” Id., ¶ 29 (quoting Docket No. 204-7 at 40, 283:17–284:13). In addition, in 2008 and 2009, Alex Crosby, a co- worker, “made comments about Ms. Ford’s breasts and appearance, asked [Ms.] Ford what bra size she wore, and commented on a female co-worker’s appearance.” Id., ¶ 32. Also in 2008, Jackson gave sales employees stress balls. Id. at 4, ¶ 17. Some employees threw the balls at each other. Id. at 5, ¶ 18. At one point, Ms. Ford

complained about the ball throwing to Mr. Lane and Corey Walker, who became her supervisor, and stated that she would either “go to HR” or “to the police department” to file “an assault charge.” Id., ¶ 19. Mr. Walker then sent an email to employees about the ball throwing. Id., ¶ 20. On August 18, 2009, Mr. Walker gave Ms. Ford a verbal warning that she was spending too little time on the phone with customers. Id. at 7, ¶ 39. Mr. Walker also received reports of rudeness by Ms. Ford from her co-workers. Id., ¶ 40. On September 11, 2009, Ms. Ford was presented with a performance improvement plan

3 (“PIP”). Id., ¶ 43.4 Ms. Ford complained to human resources about “the full range of things” that she felt were discriminatory at Jackson, including telling Jennifer Amsberry, a human resources manager, about hearing discussions “for months between [Mr.] Crosby and male [co-workers] about what [Ms. Ford] assumed was pornographic content on his

computer.” Id. 8, ¶¶ 50–51. This complaint was to communicate “every incident that ha[d] happened to [Ms. Ford] during that time period under Corey [Walker]’s rule” or at least “a majority of the ones that [she] could think of at that time period” and “to be comprehensive.” Id., ¶ 52 (quoting Docket No. 204-7 at 23, 177:4–178:2). After this, at least some of Mr. Crosby’s inappropriate comments stopped. Id., ¶ 54.5 Later, Gary Stone, head of human resources, and Ms. Amsberry investigated Ms. Ford’s allegations. Id. at 9, ¶ 58.6 Ms. Amsberry interviewed six associates, including two who Ms. Ford specifically chose. Id., ¶ 59. Mr. Stone then rescinded the PIP. Id., ¶ 62

4 The parties dispute the events surrounding the PIP. Jackson states that when Mr. walker tried to present Ms. Ford the PIP, she walked out of the meeting before he could explain it. Docket No. 204 at 7, ¶ 44. Ms. Ford states that it was Mr. Walker who left the meeting after Ms. Ford asked for human resources to be included in the discussion. Docket No. 210 at 5, ¶ 44. Further, while Jackson states that Ms. Ford never considered herself subject to the PIP, Docket No. 204 at 8, ¶ 47, Ms. Ford states that she did not know when the PIP became enforced and believed that it was still effective when she asked human resources about it later. Docket No. 210 at 5, ¶ 47. 5 The parties dispute the extent to which Mr. Crosby’s stopped making inappropriate comments. Jackson contends that he stayed away from Ms. Ford, stopped making sexual remarks, and stopped discussing pornography. Id. Ms. Ford states that only some of Mr. Crosby’s comments stopped. Docket No. 210 at 6, ¶ 54. 6 Jackson states that the investigation found Ms. Ford’s allegations of harassment and discrimination unsubstantiated. Id. Ms Ford, however, characterized the investigation as insufficient. Docket No. 210 at 6, ¶ 58. 4 Mr. Stone recalled that Ms. Ford made many complaints, including about her bonus, her place in “contests,” and to whom she reported. Id. at 10, ¶ 64. Mr. Stone then launched another months-long investigation, spoke to many current and former employees, pulled data from Jackson’s systems on calls, listened to phone calls, and was described by Ms. Ford as always calling or meeting with her; he investigated every

allegation that Ms. Ford made. Id., ¶¶ 65–66. In February 2010, Bob Blanchette, then Vice President of National Sales Development, gave Ms.

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EEOC v. Jackson National Life Insurance Company, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eeoc-v-jackson-national-life-insurance-company-cod-2021.