Maas v. Board of Education of Peoria Public School District 150

2024 IL App (4th) 231064-U
CourtAppellate Court of Illinois
DecidedAugust 13, 2024
Docket4-23-1064
StatusUnpublished
Cited by1 cases

This text of 2024 IL App (4th) 231064-U (Maas v. Board of Education of Peoria Public School District 150) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Maas v. Board of Education of Peoria Public School District 150, 2024 IL App (4th) 231064-U (Ill. Ct. App. 2024).

Opinion

2024 IL App (4th) 231064-U NOTICE FILED This Order was filed under August 13, 2024 Supreme Court Rule 23 and is NO. 4-23-1064 Carla Bender not precedent except in the th 4 District Appellate limited circumstances allowed IN THE APPELLATE COURT Court, IL under Rule 23(e)(1). OF ILLINOIS

FOURTH DISTRICT

PEGGY MAAS, ) Appeal from the Plaintiff-Appellee, ) Circuit Court of v. ) Peoria County THE BOARD OF EDUCATION OF PEORIA ) No. 18LM1700 PUBLIC SCHOOL DISTRICT 150, ) Defendant-Appellant. ) Honorable ) Paul E. Bauer, ) Stewart J. Umholtz ) Judges Presiding.

JUSTICE HARRIS delivered the judgment of the court. Presiding Justice Cavanagh and Justice DeArmond concurred in the judgment.

ORDER ¶1 Held: The trial court did not err in granting plaintiff’s motion for summary judgment and denying defendant’s cross-motion for summary judgment.

¶2 Defendant, the Board of Education of Peoria Public School District 150, appeals

the trial court’s judgment finding it violated the Illinois Wage Payment and Collection Act

(Wage Act) (820 ILCS 115/1 et seq. (West 2018)) and awarding plaintiff, Peggy Maas,

$136,273.07 in damages pursuant to the statute. On appeal, defendant argues the court erred in

entering judgment for plaintiff because (1) plaintiff failed to establish she was entitled to the

employee benefit at issue where she did not follow its past practice regarding enrollment in the

benefit or, alternatively, (2) her claim was barred by the doctrine of laches because she waited

seven years to notify defendant of her enrollment and it was prejudiced as a result. We affirm. ¶3 I. BACKGROUND

¶4 In June 2019, plaintiff filed an amended complaint against defendant seeking

reimbursement and damages under the Wage Act. She alleged defendant legally committed itself

through its collective bargaining agreement (CBA) with the teachers union to pay her health

insurance premiums from the time of her retirement in June 2010 until she became Medicare

eligible in January 2018. However, in the fall of 2017, plaintiff learned the premium payments

were instead being deducted from her monthly pension annuity and had been since her retirement

in 2010. She requested reimbursement of the amount she had paid, but defendant denied her

request. According to the complaint, defendant “justified its denial of reimbursement citing a

clerical error made at the time of [plaintiff’s] retirement.” Plaintiff alleged defendant’s refusal to

reimburse her amounted to a breach of the CBA and a violation of the Wage Act because the

insurance premiums were “wage supplements,” as defined in the statute, to which she was

entitled. See 820 ILCS 115/2, 8, 14 (West 2018). For relief, plaintiff sought (1) reimbursement of

the insurance premiums defendant should have paid pursuant to the CBA, (2) statutory damages,

(3) pre and postjudgment interest, and (4) attorney fees and costs.

¶5 In May 2022, the parties filed cross-motions for summary judgment. The parties

attached to their motions, among other things, a transcript of plaintiff’s deposition, a copy of the

CBA, a transcript of the deposition of Geralyn Hammer, defendant’s director of employee

services, a sworn affidavit by Hammer, and a copy of a “CMS Enrollment Form” relating to the

employee benefit at issue. The following facts from the pleadings, motions, and attached exhibits

are undisputed.

¶6 Plaintiff was employed by defendant as a teacher until her retirement on June 5,

2010. At the time of her retirement, plaintiff was a member of the Peoria Federation of Teachers

-2- Local #780 (Union). Defendant and the Union were bound by the CBA. Article IX, section J, of

the CBA provides, in relevant part, as follows:

“J. Retirement Insurance Program—Employees meeting the

minimum requirements of age and creditable service in Illinois *** shall

qualify for the Retirement Insurance Program.

***

Except as noted below, retirees may not participate in

[defendant’s] plan, but may enroll in the Teachers’ Retirement Health Plan

(TRIP). For those employees enrolled in TRIP, [defendant] will pay

toward insurance coverage the lesser of the amount paid on behalf of

active employees or the actual amount of the TRIP individual premium.

*** [Defendant’s] obligation hereunder shall continue until the

retiree is Medicare eligible.”

Plaintiff enrolled in TRIP—which is administered by the Teachers’ Retirement System (TRS),

not defendant—effective July 1, 2010. She enrolled by completing the first seven of eight

sections of the “CMS Enrollment Form” (TRIP application) and submitting it to TRS. Section 7

of the TRIP application, titled “Authorized signature,” states in pertinent part, “I authorize [TRS]

to deduct the cost of this coverage from my annuity.” Plaintiff signed and dated section 7, May

20, 2010. Section 8, which is titled, “School district authorization for paying premium,” states, in

part, “If the school district is paying your portion of the monthly premiums ***, the district

representative must complete the appropriate information and sign the appropriate line. The

district representative must also identify the district name and TRS code.” Plaintiff mailed her

-3- TRIP application directly to TRS without first having section 8 completed by defendant. In the

fall of 2017, plaintiff discovered that defendant had not paid any of her insurance premiums

following her retirement and enrollment in TRIP. Instead, the premium was being deducted from

her monthly pension annuity payment, which she received via direct deposit into her bank

account. TRS sent plaintiff annual statements that showed the deductions, but she admitted that

she did not review the statements before sending them to her tax preparer. Plaintiff contacted

Hammer to request reimbursement of the total premiums she had personally paid, but Hammer

denied plaintiff’s request for reimbursement.

¶7 Geralyn Hammer testified she was employed as defendant’s director of employee

services and had been since November 2004. As part of her duties, Hammer oversaw employee

insurance and provided employees with information regarding their health insurance options,

including enrollment in TRIP. Hammer coordinated informational meetings each year for

certified staff members nearing retirement. One meeting would be held in October, and a second

in May each year. On April 12, 2010, Hammer sent an “All Staff” e-mail notifying TRS retirees

that a TRS meeting, with a TRS representative in attendance, would be held on May 20, 2010. In

part, the e-mail stated: “If you have any questions for TRS about your retirement or if you need

to fill out forms to continue the ancillary insurance programs those forms will be there also.”

Hammer attended the May 20, 2010, meeting, along with defendant’s insurance specialist.

Hammer collected any forms submitted by retiring employees at the meeting. Plaintiff also

attended this meeting, although she could not recall any specific details about it.

¶8 Hammer explained that to enroll in TRIP, a retiree must complete the TRIP

application and sign section 7, which authorizes TRS to deduct the insurance premiums from the

retiree’s monthly retirement annuity. If the retiree wishes to have defendant pay their premiums,

-4- the retiree must provide defendant with the TRIP application so it can fill out section 8 and then

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2024 IL App (4th) 231064-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maas-v-board-of-education-of-peoria-public-school-district-150-illappct-2024.