Hartford Life and Accident Insurance Company v. Jason Olson

CourtDistrict Court, E.D. Wisconsin
DecidedNovember 25, 2025
Docket2:24-cv-00612
StatusUnknown

This text of Hartford Life and Accident Insurance Company v. Jason Olson (Hartford Life and Accident Insurance Company v. Jason Olson) is published on Counsel Stack Legal Research, covering District Court, E.D. Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hartford Life and Accident Insurance Company v. Jason Olson, (E.D. Wis. 2025).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF WISCONSIN

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY,

Plaintiff, Case No. 24-CV-612-JPS

v.

ORDER JASON OLSON,

Defendant.

1. INTRODUCTION Plaintiff Hartford Life and Accident Insurance Company (“Plaintiff”) alleges that Defendant Jason Olson (“Defendant”) has wrongfully retained over $100,000 in disability benefits due to an administrative error and has continued to do so throughout the course of this litigation. ECF No. 1 at 4–5. On September 5, 2025, Plaintiff moved for summary judgment. ECF No. 25. Defendant did not respond to the motion. For the reasons stated below, the motion for summary judgment will be granted in part and denied in part. 2. LEGAL STANDARD Federal Rule of Civil Procedure 56 provides that the Court “shall grant summary judgment if the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” FED. R. CIV. P. 56(a); Boss v. Castro, 816 F.3d 910, 916 (7th Cir. 2016) (citing FED. R. CIV. P. 56(a) and Alexander v. Casino Queen, Inc., 739 F.3d 972, 978 (7th Cir. 2014)). A fact is “material” if it “might affect the outcome of the suit” under the applicable substantive law. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986). A dispute of fact is “genuine” if “the evidence is such that a reasonable jury could return a verdict for the nonmoving party.” Id. The Court construes all facts and reasonable inferences in the light most favorable to the non-movant. Bridge v. New Holland Logansport, Inc., 815 F.3d 356, 360 (7th Cir. 2016). 3. RELEVANT FACTS1 Defendant was employed by the City of Madison starting on or around November 16, 1998. ECF No. 24 at 1 (citing ECF No. 24-2 at 3). He was a qualified participant in the group life insurance plan, “Basic Dependent Life, Basic Term Life, Supplemental Term Life, Basic Accidental Death and Dismemberment, Supplemental Accidental Death and Dismemberment” (the “Plan”) sponsored by the City of Madison. Id. (citing ECF No. 24-2 at 3). Benefits of the Plan are insured by a group life insurance policy, Policy No. GL-033731 (“the Policy”), issued by Plaintiff. Id. at 2 (citing ECF No. 24-4 at 2–3). The Policy includes the Policy document, the Plan certificate booklet, and any riders issued in connection with said booklet. Id. (citing ECF No. 24-4 at 3 and ECF No. 24-5 at 7). One of the amendatory riders, effective October 1, 2015, provides:

1The Court draws this summary from Plaintiff’s statement of fact, ECF No. 24, which Defendant did not oppose. The Court will accordingly treat Plaintiff’s statement of facts as undisputed for purposes of their motion. FED. R. CIV. P. 26(e)(2); CIV. L.R. 56(b)(4). Similarly, Defendant was served with but did not respond to Plaintiff’s requests for admission. ECF No. 24-1 at 3. Per Federal Rule of Civil Procedure 36(a), a failure to respond to a request for an admission within 30 days will result in the matter being deemed conclusively established as admitted. Here, Defendant has failed to respond to any of the requests for admission and has otherwise not responded to this motion for summary judgment. Thus, all the facts set forth by Plaintiff will be adopted accordingly. Occupational Death and Permanent or Total Disability Benefit: When is the Occupational Death and Permanent or Total Disability Benefit payable? We will pay an Occupational Death or Permanent and Total Disability Benefit if You: 1) suffer a Loss of Life as a direct result of bodily injury or occupational disease which arises out of and in the course of Your employment with the Employer; or 2) become Permanently and Totally Disabled as a direct result of bodily injury or occupational disease which arises out of and in the course of Your employment with the Employer. Once satisfactory Proof of Loss of Your Occupational Death or Permanent and Total Disability is received, We will pay You or Your beneficiary an amount equal to the lesser of: 1) 1.5 times Your annual Earnings; or 2) $300,000. Permanent and Total Disability means due to Your Disability, You are eligible for and receiving occupational disability benefits under the applicable provisions of Wisconsin Statutes. No benefit will be payable for an Occupational Death or Permanent and Total Disability which results directly or indirectly from: 1) bodily injury or disease which does not arise out of and in the course of Your employment with the Employer; 2) any intentionally self-inflicted injury, suicide or attempted suicide, whether sane or insane; 3) war or act of war, whether war is declared or not; 4) participation in a riot; 5) commission of an assault or felony; 6) disease of the body or mental illness or as a result medical or surgical treatment or diagnosis of such disease of the body or mental illness; 7) any infection, except a pus-forming infection of an accidental cut or wound; or 8) taking of poison or asphyxiation form [sic] inhaling gas whether voluntary or involuntary.

ECF No. 24-5 at 55. In all other respects, the certificate remains the same. ECF No. 24 at 2 (citation omitted). The State of Wisconsin determines whether to approve claims made under the above Permanent and Total Disability (“PTD”) provision of the Policy, and where approved, the State of Wisconsin notifies Plaintiff to administer the appropriate payment. Id. at 2–3 (citing ECF No. 24-4 at 3). On November 13, 2021, Defendant stopped working for the City of Madison and subsequently applied for benefits under the PTD provision. Id. at 3 (citing ECF No. 24-2 at 4). Defendant’s employer provided Defendant’s salary information to Plaintiff so that Plaintiff could pay Defendant on his claim for PTD benefits. Id. (citing ECF No. 24-4 at 3). In January 2023, the claim was approved, triggering Plaintiff to pay Defendant a total of $148,785.70 based on the salary information Plaintiff received. Id. (citations omitted); see also ECF Nos. 24-2 at 4 and 24-6 at 2–3. In November 2023, Plaintiff received notice that Defendant’s employer had under-reported Defendant’s earnings, warranting an additional, one-time payment of $14,546.84 to satisfy Defendant’s PTD claim. Id. (citing ECF No. 24-4 at 3); see also ECF Nos. 24-2 at 5 and 24-7 at 2. On January 16, 2024, Defendant returned a call from Plaintiff, confirming his direct deposit banking information in order to receive the payment. Id. (citing ECF No. 24-4 at 3). That same day, Plaintiff issued a confirmation letter. Id. (citing ECF No. 24-7 at 2); see also ECF No. 24-2 at 5. Defendant, therefore, expected to be paid only $14,546.84 in order to satisfy his claim. ECF No. 24 at 4 (citing ECF No. 24-2 at 5). However, Plaintiff’s payment system accidentally triggered a payment covering the period from March 2023 to January 2024, resulting in an overpayment of $145,486.40.2 Id. at 4 (citing ECF No. 24-4 at 3–4); see also No. 24-2 at 5. On five different occasions in February 2024, Plaintiff left voicemails for Defendant to inform him of the overpayment. Id. (citing ECF No. 24-2 at 5). On February 12, 2024, Plaintiff sent a letter to Defendant at his Fox Lake, Wisconsin residence, requesting repayment of the overpayment. Id. (citing ECF No. 24-2 at 6); see also ECF No. 24-8 at 2–3. A similar letter went out to that same address on February 28, 2024. ECF No. 24 at 5 (citing ECF No. 24-2 at 7); see also ECF No. 24-9 at 2–3. Because Plaintiff failed to respond to the requests to admit that he received those letters, the Court finds that those letters were, in fact, received by Defendant. ECF No. 24-2 at 6–7; see supra note 1.

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Hartford Life and Accident Insurance Company v. Jason Olson, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartford-life-and-accident-insurance-company-v-jason-olson-wied-2025.