Ljubicic v. International Brotherhood of Electrical Workers

CourtDistrict Court, District of Columbia
DecidedAugust 2, 2022
DocketCivil Action No. 2021-1483
StatusPublished

This text of Ljubicic v. International Brotherhood of Electrical Workers (Ljubicic v. International Brotherhood of Electrical Workers) is published on Counsel Stack Legal Research, covering District Court, District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ljubicic v. International Brotherhood of Electrical Workers, (D.D.C. 2022).

Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLUMBIA

ANTE LJUBICIC, Plaintiff v. Civil Action No. 21-1483 (CKK) INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, Defendant

MEMORANDUM OPINION (August 2, 2022)

Plaintiff Ante Ljubicic, who proceeds pro se, brings this action against the International

Brotherhood of Electrical Workers Union (“IBEW”), claiming that IBEW wrongfully denied him

a pension benefit. He also alleges that he was “fraudulently misled” by IBEW. Pending before

the Court is IBEW’s [19] Motion for Summary Judgment, filed on behalf of itself and IBEW’s

Pension Benefit Fund (“PBF”). IBEW argues that it reasonably determined that Plaintiff was

ineligible for benefits and that Plaintiff’s fraudulent misrepresentation claim is preempted by the

Employee Retirement Income Security Act of 1974” (“ERISA”).

Upon review of the pleadings, 1 the relevant legal authority, and the record as a whole , the

Court GRANTS IBEW’s [19] Motion for Summary Judgment and dismisses this case.

1 The Court’s consideration has focused on the following: - Plaintiff’s Statement of Claim (“Compl.”), ECF No. 2-1; - Statement of Points & Authorities in Support of Defendant’ Motion for Summary Judgment (“Def.’s S.J. Mot.”), ECF No. 19-1; - Plaintiff’s Response to the Defendant’s Statement of Points & Authorities (“Pl.’s Opp’n”), ECF No. 20; - Defendant’s Reply to Plaintiff’s Response to Defendant’s Statement of Points & Authorities (“Def.’s Reply”), ECF No. 21; and - Joint Appendix (“JA”), ECF No. 22, including the Administrative Record (“AR”), ECF No. 22-1. In an exercise of its discretion, the Court finds that holding oral argument in this action would not be of assistance in rendering a decision. See LCvR 7(f).

1 I. BACKGROUND

A. IBEW’s Pension Benefit Fund

The International Brotherhood of Electrical Workers Union (“IBEW”) is a labor

organization, which represents approximately 775,000 active members and retirees across “a wide

variety of fields, including utilities, construction, telecommunications, broadcasting,

manufacturing, railroads, and government.” Def.’s S.J. Mot. at 2 ¶ 2. IBEW’s Pension Benefit

Fund (“PBF”) is a distinct legal entity that pays pension benefits to eligible IBEW members. Id.

¶ 3. PBF is “wholly funded by the dues of IBEW members and earnings thereon” and so is a

“union-dues financed ‘employee pension benefit fund,’ as defined [in] Section 3(2) of ERISA.”

Id.

To be eligible for a “normal pension” from PBF, an applicant must have been a “member

of the IBEW in continuous good standing with five (5) or more years immediately preceding his

or her application, who has attained the age of sixty-five (65) years[.]” JA Doc. 6, PBF Summary

Plan Description at 2. Furthermore, “[i]t is a condition for admission to pension benefits . . . that

the member shall not perform any work of any kind coming under [IBEW’s] jurisdiction either for

compensation or gratis for anyone.” JA Doc. 2, IBEW Const. Article XI Pension Benefit Fund

§ 6(d), ECF No. 22-2.

When an IBEW member in good standing applies to receive his or her pension, PBF’s plan

administrator makes an “initial determination” of the applicant’s eligibility. Def.’s S.J. Mot. at

3–4 ¶ 4; see also JA Doc. 6, PBF Summary Plan Description at 6–7. The current plan administrator

is IBEW’s International Secretary-Treasurer Kenneth Cooper (“IST Cooper”). Id. at 1. If the plan

administrator determines that the applicant is ineligible for pension benefits then he or she must

“inform the claimant of the determination in writing,” explain “the reasons in layman’s terms with

2 specific references to pertinent Plan provisions on which the determination is based,” describe

“any additional material or information necessary for the claimant to perfect the claim” with an

explanation of “why such material or information is necessary,” and “provide a description of the

Plan’s review procedures and the time limits applicable to such procedures, including a statement

of the claimant’s right to bring a civil action under ERISA Section 502(a).” Id. at 6–7.

A claimant may appeal the IST’s denial of benefits to IBEW’s International Executive

Council (“IEC”). Id. at 7. The IBEW Constitution grants the IEC “discretionary authority to

determine eligibility for benefits” and specifies that “the decisions of the [IEC]” regarding “cases

of eligibility for, and computation of the amount of, benefits shall be final and binding[.]” JA Doc.

2, IBEW Const. Article XI Pension Benefit Fund § 6(h); see also JA Doc. 6, PBF Summary Plan

Description at 12 (“The IEC is also granted discretionary authority to determine eligibility for

benefits.”). On appeal to the IEC, the claimant is “given the opportunity to submit written

comments, documents, records, and other information relating to the claim for benefits.” JA Doc.

6, PBF Summary Plan Description at 7. The IEC considers the appeal at its “next regularly

scheduled meeting,” and must issue a “final decision in writing within five (5) days of the

determination.” Id. For an adverse determination, the IEC must “provide the reasons and reference

the Plan’s provisions on which the adverse benefit determination is based” and notify the claimant

“that he or she has the right to bring a civil action under ERISA Section 502(a).” Id.

B. Plaintiff’s Applications for Pension Benefits

Plaintiff Ante Ljubicic became a member of IBEW in February 1979 and paid dues through

February 2020. Def.’s S.J. Mot. at 1 ¶ 1; AR 2, 3; see also Compl. at 3. During this period,

Plaintiff was an “A” member in continuous good standing. Def.’s S.J. Mot. at 1 ¶ 1; AR 4.

3 Plaintiff first applied for a “normal retirement pension from the IBEW Pension Benefit

Fund (PBF) in December 2018.” See Def.’s S.J. Mot. at 4 ¶ 1; AR 52–53. Plaintiff indicated in

his application that he had last “physically” worked in the “electrical industry” for North Shore

Towers in June 1990. AR 52. He also indicated that he was “currently self-employed” as a

mechanical contractor.” AR 52. The business address listed on his application was associated

with “Plumbing & Piping Unlimited Contractor.” See AR 51. State records indicate that he held

active “heating, piping, and cooling” contractor credentials. AR 45–47.

In a letter dated March 6, 2019, IST Cooper denied Plaintiff’ application. AR 43. The

denial letter explained that because Plaintiff was “currently self-employed as a mechanical

contractor,” he was not eligible for pension benefits pursuant to Article XI, Section 6(d) of the

IBEW Constitution, which states: “The member shall not perform any work of any kind coming

under the IBEW’s jurisdiction either for compensation or gratis for anyone.” AR 43. IST Cooper’s

denial letter further advised Plaintiff to contact PBF again “[o]nce you are completely retired from

all work in the electrical industry.” AR 43.

IST Cooper’s affidavit provides additional context for his determination that Plaintiff was

not eligible for pension benefits when he first applied in late 2018. See Affidavit of International

Secretary-Treasurer Kenneth W. Cooper (“Cooper Aff.”) ¶ 25, ECF No. 19-2. According to IST

Cooper, a “mechanical contractor can be expected to install, maintain, and repair systems such as

heating and cooling systems,” which are tasks involving “electrical calculations” such as “reading

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Ljubicic v. International Brotherhood of Electrical Workers, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ljubicic-v-international-brotherhood-of-electrical-workers-dcd-2022.