Moreci v. Retirement Board of the County Employees' and Officers' Annuity and Benefit Fund of Cook County

2025 IL App (1st) 242373-U
CourtAppellate Court of Illinois
DecidedDecember 17, 2025
Docket1-24-2373
StatusUnpublished

This text of 2025 IL App (1st) 242373-U (Moreci v. Retirement Board of the County Employees' and Officers' Annuity and Benefit Fund of Cook County) 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
Moreci v. Retirement Board of the County Employees' and Officers' Annuity and Benefit Fund of Cook County, 2025 IL App (1st) 242373-U (Ill. Ct. App. 2025).

Opinion

2025 IL App (1st) 242373-U No. 1-24-2373 Order filed December 17, 2025 Third Division

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1). ______________________________________________________________________________ IN THE APPELLATE COURT OF ILLINOIS FIRST DISTRICT ______________________________________________________________________________ DANIEL MORECI, ) Appeal from the ) Circuit Court of Plaintiff-Appellant, ) Cook County. ) v. ) No. 21 CH 463 ) RETIREMENT BOARD OF THE COUNTY ) EMPLOYEES’ AND OFFICERS’ ANNUITY AND ) BENEFIT FUND OF COOK COUNTY, ) Honorable ) Michael T. Mullen, Defendant-Appellee. ) Judge, presiding.

JUSTICE LAMPKIN delivered the judgment of the court. Justices Rochford and Reyes concurred in the judgment.

ORDER

¶1 Held: Equitable tolling did not apply to toll the statutory deadline for a retiring government employee to purchase additional service credit because the employee failed to exercise diligence in completing the fund transfer request form and the COVID-19 pandemic did not prevent the timely processing of the employee’s fund transfer request.

¶2 Defendant Retirement Board (the Board) of the County Employees’ and Officers’ Annuity

and Benefit Fund of Cook County (the Fund) denied plaintiff Daniel Moreci’s request to purchase No. 1-24-2373

additional service credit because the Fund did not receive Moreci’s required payment by the

statutory deadline. The circuit court of Cook County affirmed the Board’s decision.

¶3 On appeal, Moreci argues that the Board’s denial was clearly erroneous and the court

should apply equitable tolling to toll the deadline based on the substantial business disruptions

caused by the COVID-19 pandemic.

¶4 For the reasons that follow, we affirm the judgment of the circuit court, which affirmed the

Board’s decision. 1

¶5 I. BACKGROUND

¶6 Moreci had worked as a deputy sheriff for the Cook County Sheriff’s Department since

1991 and retired effective April 30, 2020. Based on his 29.33 years of creditable service, he was

entitled to a monthly annuity of $4,693.64. However, he had accumulated 1400 hours of sick time,

which he could purchase and apply toward his total years of creditable service. This purchase

would increase his monthly annuity to $7,805.40. The Fund advised Moreci on April 30, 2020,

that, pursuant to statute, if he wanted to purchase additional service credit consisting of his accrued

unused sick time, the Fund must receive the requisite payment no later than 30 days from the date

of his withdrawal from service. Specifically, the Fund notified Moreci that he would need to pay

the Fund $7,576.14 to purchase the additional service credit and the Fund must receive that

payment no later than May 30, 2020.

¶7 Moreci chose to pay for his unused sick time by using his deferred compensation account

held at Nationwide Retirement Solutions (Nationwide). The Fund gave Moreci the Fund’s direct

1 In adherence with the requirements of Illinois Supreme Court Rule 352(a) (eff. July 1, 2018), this appeal has been resolved without oral argument upon the entry of a separate written order.

-2- No. 1-24-2373

transfer for purchase of permissive service credits form to send to Nationwide to transfer the funds

to purchase permissive service credits. In bold print, the form stated: “This request should be

submitted to your Deferred Compensation Plan Administrator prior to the 15th of the month for

payments due on the first of the following month.” The Fund had completed Section 2 of the form,

which stated, inter alia:

“Please consider this as confirmation of the balance of $7,576.14 if paid by May

30, 2020. ***.

***. This amount will be credited to the account of the above named member for

the payment of Permissive Service Credits.”

The Fund had signed Section 2 of the form and dated it April 30, 2020. Thereafter, Moreci

completed Section 1 of the form by entering his address, social security number, and telephone

numbers. However, he left blank the entry on the form that stated: “In accordance with the

provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001, I elect to transfer

$________ from my 457 Deferred Compensation plan to: [the Fund.]” Moreci signed and dated

the form May 4, 2020.

¶8 On or about May 4, 2020, Moreci went to a post office in Evergreen Park, Illinois and

mailed the form by regular mail via the United States Postal Service (USPS) to Nationwide at its

Chicago address provided on the form. According to the information stamped on the envelope, the

form went to a postal service facility in Carol Stream, Illinois on May 9, 2020. Then, the form

went to Nationwide’s office in Columbus, Ohio on May 19, 2020.

-3- No. 1-24-2373

¶9 On June 3, 2020, Nationwide issued a check for $7,576.14 to the Fund. The Fund received

this check on June 8, 2020. In response to Moreci’s inquiry, Nationwide sent him a letter dated

August 6, 2020, stating that Nationwide had received the form on May 22, 2020.

¶ 10 On December 28, 2020, the Fund determined that Moreci was not eligible to purchase the

permissive service credits. Moreci timely filed in the circuit court a complaint for administrative

review.

¶ 11 In December 2022, the circuit court remanded the case to the Board to hear evidence and

argument pertaining to whether Moreci established that he exercised due diligence in timely

remitting payment to the Board and/or that extraordinary circumstances existed preventing the

transfer of funds as required by statute. The Board conducted a hearing on October 5, 2023.

¶ 12 Moreci testified that under normal circumstances he would have personally delivered the

form to Nationwide’s Chicago address, but that office was closed due to the COVID-19 pandemic.

Moreci did not know that Nationwide was not accepting or processing mail at its Chicago address.

Moreci acknowledged that he did not use any certified or priority mail options or a courier

company like UPS or FedEx to send the form to Nationwide. Also, Moreci did not contact

Nationwide to check on the status or processing of his request. Furthermore, he did not contact the

Fund to verify whether it had received a check from Nationwide as payment for his service credit.

Moreci testified that the first time he learned that the form was rerouted to Nationwide’s Ohio

address was when Nationwide contacted him for the first time on June 2, 2020.

¶ 13 Brent Lewandowski, the executive director of the Fund, had served as the director of

member services in May 2020. Lewandowski testified that when the Fund received Moreci’s late

payment on June 8, 2020, Lewandowski was directed to contact Nationwide to inquire as to why

-4- No. 1-24-2373

there was a delay in processing Moreci’s transfer request. Accordingly, Lewandowski contacted

Neil Cook, the Nationwide representative for the Fund. Lewandowski testified that Cook informed

him that Cook “was told” that Nationwide had reached out to Moreci on May 22, 2020, because

his form was incomplete and confusing, but Moreci did not return Nationwide’s call until June 2,

2020. After Moreci communicated with Nationwide, it issued the $7,576.14 check to the Fund on

June 3, 2020. Further, Cook told Lewandowski that the only information in Moreci’s file at

Nationwide was the form. Cook was not provided with any call log and had no information

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2025 IL App (1st) 242373-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moreci-v-retirement-board-of-the-county-employees-and-officers-annuity-illappct-2025.