Loza v. Intel Americas, Inc.

District Court, N.D. California·Decided March 9, 2022·No. 3:20-cv-06705·Unknown

Opinion

NORTHERN DISTRICT OF CALIFORNIA

Plaintiff, No. C 20-06705 WHA

v. ORDER RE MOTION FOR SUMMARY JUDGMENT; MEDIATION Defendant.

Plaintiff alleges defendant terminated him because of his age and to prevent him from obtaining benefits under defendant’s retirement plan in violation of the Age Discrimination in Employment Act of 1967, California’s Fair Employment and Housing Act, and the Employee Retirement Income Security Act of 1974. To the extent stated, the motion is GRANTED IN PART AND DENIED IN PART. This case is REFERRED to Magistrate Judge Nathanael Cousins for mediation. Defendant Intel Americas, Inc., headquartered in Santa Clara, is a subsidiary of Intel Corporation, the semiconductor developer and manufacturing giant. At all relevant times, defendant has maintained an “employee benefit plan” within the meaning of Section 510 of the Employee Retirement Income Security Act of 1974 (“ERISA”). 29 U.S.C. § 1140. sum of their age and years of employment at Intel equals 75. The retirement benefits include eligibility for defendant’s retiree medical plan, a sheltered employee retiree medical account, “which is used to reimburse the cost of medical, dental and vision plan premiums,” employer contributions added to their retirement account, stock acceleration, prorated bonuses, and a retirement service award (Dent. Dep. 5:16–6:14). Plaintiff Thomas Loza was born in 1974 and received his bachelor of science in electrical engineering from Texas Tech University in 1997. He began working for Intel the same year as an electrical engineer and later as a computer design engineer. In 2009, plaintiff held the title “Field Sales Engineer” and was responsible for managing Intel’s business with Hewlett Packard. As plaintiff’s direct manager in 2009, Chad Constant wrote plaintiff’s performance review. To prepare it, Constant took the following steps (Constant Decl. ¶ 6): I gathered feedback and data regarding Mr. Loza and his performance in late Q4 . . . and early Q1 . . . . Based on my personal observations, input provided by Mr. Loza, and feedback that I received about Mr. Loza’s performance and interactions from employees who worked with Mr. Loza, I assessed Mr. Loza’s performance over the calendar year. The assessment of Mr. Loza’s performance was then discussed in a calibration session with the broader organizational leadership and management team to ensure alignment, accuracy and consistency. The calibration session also provided an opportunity for others to provide additional feedback and input. Then, I finalized Mr. Loza’s annual performance review and provided it to him . . . . Under the heading, “Key Accomplishments,” the review stated (Thronson Decl. Exh. C): Revenue – Thomas drove $1.5B of revenue for 2009. Thomas worked through the economic downturn and drove ASP [average selling price], exiting the year at $105. He also discovered and closed a key purchasing hole at HP that resulted in driving his chipset attach rate from ~84% to 100% and ~$75M incremental revenue. Key Design Wins – Thomas had a very productive year in key design wins. . . . Under the heading, “Evaluation: Areas for Development and/or Improvement,” the review stated: Customer orientation – Thomas’ way of interacting with HP is successful with HP’s desktop group as they appreciate his direct and candid feedback. Thomas needs to be aware that other personalities at HP could interpret his approach as arrogant or uncaring. Thomas should look into versatile sales person and understand how to alter his approach depending on who he is working with.

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Loza v. Intel Americas, Inc., (N.D. Cal. 2022).

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