Laura L. Patterson v. Swagelok Company, et al.; Eric L. Patterson v. UnitedHealth Group, Inc., et al.

CourtDistrict Court, N.D. Ohio
DecidedJanuary 9, 2026
Docket1:21-cv-00470
StatusUnknown

This text of Laura L. Patterson v. Swagelok Company, et al.; Eric L. Patterson v. UnitedHealth Group, Inc., et al. (Laura L. Patterson v. Swagelok Company, et al.; Eric L. Patterson v. UnitedHealth Group, Inc., et al.) 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
Laura L. Patterson v. Swagelok Company, et al.; Eric L. Patterson v. UnitedHealth Group, Inc., et al., (N.D. Ohio 2026).

Opinion

UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF OHIO EASTERN DIVISION

LAURA L. PATTERSON, ) Case No. 1:20-cv-566 ) Plaintiff, ) Judge J. Philip Calabrese ) v. ) Magistrate Judge ) Jonathan D. Greenberg SWAGELOK COMPANY, et al., ) ) Defendants. )

ERIC L. PATTERSON, ) Case No. 1:21-cv-470 ) Plaintiff, ) Judge J. Philip Calabrese ) v. ) ) UNITEDHEALTH GROUP, INC., ) et al., ) ) Defendants. ) )

OPINION AND ORDER Plaintiffs Eric and Laura Patterson, a married couple, have health insurance through Mr. Patterson’s employer, Swagelok Company. United Healthcare, an umbrella term for a group of affiliated companies, administers the Plan. Only months apart, Mr. and Mrs. Patterson were involved in separate motor vehicle accidents. Following each accident, United Healthcare paid for the Pattersons’ medical treatment. The Pattersons sought compensation from the insurers of the drivers of the other vehicles from their accidents. Both obtained a settlement. Then, United Healthcare pursued reimbursement of the medical costs it paid because of the accidents. It did so pursuant to a subrogation and reimbursement provision in a summary plan description of the healthcare policy. The Pattersons challenged whether the Plan contained such rights. Disputes over the Plan’s subrogation and

reimbursement rights have resulted in a decade-long multiplication of litigation by the parties in both State and federal court. Two of those cases are before the Court—one filed in 2020 by Laura Patterson and the other in 2021 by Eric Patterson. The Pattersons have consolidated their allegations from the two cases into a single complaint. (Laura Patterson ECF No. 58; Eric Patterson ECF No. 77.) Defendants jointly move to dismiss the combined

complaint. (Laura Patterson ECF No. 61; Eric Patterson ECF No. 80.) For the reasons that follow, the Court GRANTS IN PART AND DENIES IN PART Defendants’ motion to dismiss. FACTUAL AND PROCEDURAL BACKGROUND On Defendants’ motion to dismiss, the Court takes the facts alleged in the complaint as true and takes judicial notice of the State-court opinions and proceedings referenced in the complaint, without converting this motion into one for

summary judgment. See Wyser-Pratt Mgmt. Co. v. Telxon Corp., 413 F.3d 553, 560 (6th Cir. 2005). To simplify, the record shows the following facts. In November 2014, Eric Patterson suffered injuries in a motor vehicle accident. He sued the other driver and his insurer in the Summit County, Ohio Court of Common Pleas. There, he joined a claim against the Swagelok Plan and United Healthcare, disputing the subrogation and reimbursement interest they asserted. In June 2017, the Pattersons settled the case and agreed to pay $25,000 in satisfaction of the Swagelok Plan’s subrogation and reimbursement rights. In July 2015, Laura Patterson was also in a motor vehicle accident and suffered

injuries. She sued the other driver and her insurer, this time in the Medina County, Ohio Court of Common Pleas. Again, she joined a claim against the Swagelok Plan and United Healthcare, challenging their assertion of subrogation and reimbursement rights. In February 2018, the Plan—for the first time—produced an ERISA plan document. Previously, the Pattersons only received summary plan descriptions. Unlike the summary plan descriptions, the Plan itself did not contain

a subrogation or reimbursement provision. Following production of the plan document, in September 2018, the Medina County Court of Common Pleas denied the Plan’s motion for summary judgment and granted summary judgment for the Pattersons. The Plan appealed. In December 2018, while that appeal was pending, Swagelok (acting as fiduciary of the plan) sued Laura Patterson and her attorneys in the United States District Court for the Northern District of Ohio. Swagelok Co. v. Laura Patterson,

No. 5:18-cv-2822. Swagelok sought a preliminary injunction preventing Laura Patterson and her attorneys from disbursing the settlement funds from the Medina County case. In April 2019, the Court ordered that case be perpetually stayed and administratively closed subject to re-opening at the conclusion of the State proceedings—specifically, the appeal of the Medina County Case. That case remains closed. Meanwhile, in March 2019, the Pattersons moved for sanctions in the Summit County case for concealment of relevant evidence—the plan document produced in the Medina County case. In June 2019, the Summit County Court of Common Pleas

determined that it had no jurisdiction to adjudicate the sanctions application. The Pattersons appealed. In March 2020, Laura Patterson filed the first of the captioned cases, Laura L. Patterson v. Swagelok Co., No. 1:20-cv-566. This case was assigned to the same judge presiding over her first federal lawsuit, Swagelok Co. v. Laura Patterson, No. 5:18-cv-2822, which was stayed pending completion of the appeal in the Medina

County case. In October 2020, the Ohio Court of Appeals reversed and remanded the ruling of the Summit County Court of Common Pleas regarding jurisdiction over the Patterson’s post-settlement motion for sanctions. Accordingly, the Summit County court re-instated that case to its active docket. But the court subsequently transferred the case back to its inactive docket when the Plan sought discretionary review at the Ohio Supreme Court. In January 2021, the Ohio Supreme Court

declined jurisdiction. The final entry on the docket of the case in the Summit County Court of Common Pleas shows a status conference scheduled for June 16, 2022, but the docket does not indicate whether that conference occurred, what was discussed, or what resulted. In March 2021, Eric Patterson filed the second captioned case, Eric L. Patterson v. UnitedHealthcare Insurance Co., No. 1:21-cv-470. This case was originally assigned to the undersigned, who did not preside over the two other related federal cases. No party alerted the Court to the existence of the earlier-filed federal cases, notwithstanding the Court’s Local Rules requiring such a disclosure.

Defendants moved to dismiss, and Plaintiff moved for leave to amend. In January 2022, the Court granted Defendants’ motion to dismiss the federal claims, declined to exercise supplemental jurisdiction over the State-law claims, and denied as futile the motion for leave to amend. Eric Patterson appealed. Meanwhile, in September 2021, the Ohio Court of Appeals affirmed the judgment in favor of the Pattersons in the Medina County Case. The Plan sought

discretionary review at the Ohio Supreme Court, which in February 2022 declined to hear the case. Then, the Plan petitioned for a writ of certiorari from the United States Supreme Court, which in October 2022 also declined to review the case. In January 2023, Eric Patterson re-filed in State court his State-law claims that the Court dismissed in the federal lawsuit when it declined supplemental jurisdiction. In February 2023, Defendants removed that case to federal court on the basis of complete ERISA preemption—creating a fourth federal action. Eric L.

Patterson v. UnitedHealthcare Group, Inc., No. 1:23-cv-378. In August 2023, the Sixth Circuit affirmed in large part and reversed in part the Court’s dismissal of Eric Patterson’s 2021 federal case, leaving several issues for the Court to decide in the first instance on remand. Patterson v. United States Healthcare Ins. Co. (Patterson I), 76 F.4th 487, 494 (6th Cir. 2023). Following the Sixth Circuit’s decision, the parties engaged in a private mediation, but were unable to resolve their dispute. Then, in September 2024, the Court reassigned Laura Patterson’s 2020 federal case to the undersigned because of the similarity of issues with the other two Patterson cases. As a result, the active federal cases are now

pending before one judge.

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Laura L. Patterson v. Swagelok Company, et al.; Eric L. Patterson v. UnitedHealth Group, Inc., et al., Counsel Stack Legal Research, https://law.counselstack.com/opinion/laura-l-patterson-v-swagelok-company-et-al-eric-l-patterson-v-ohnd-2026.