Robinson v. UNUM Life Ins.

2003 DNH 042
CourtDistrict Court, D. New Hampshire
DecidedMarch 12, 2003
DocketCV-02-006-B
StatusPublished

This text of 2003 DNH 042 (Robinson v. UNUM Life Ins.) is published on Counsel Stack Legal Research, covering District Court, D. New Hampshire primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robinson v. UNUM Life Ins., 2003 DNH 042 (D.N.H. 2003).

Opinion

Robinson v. UNUM Life Ins. CV-02-006-B 03/12/03

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF NEW HAMPSHIRE

Ralph Robinson

v. Civil No. 02-6-B Opinion No. 2003 DNH 042 UNUM Life Insurance Company of America

MEMORANDUM AND ORDER

Ralph Robinson brings this action pursuant to the Employee

Retirement Income Security Act ("ERISA"), 29 U.S.C. §

1132(a)(1)(B) (1999), to recover benefits allegedly due to him

under the terms of his employer's long term disability plan (the

"Plan"), which is administered by Unum Life Insurance Company of

America ("UNUM"). Robinson alleges that the decision of UNUM to

terminate his disability benefits was arbitrary and capricious.

Before me are Robinson's motion for judgement on the

administrative record (Doc. No. 9) and UNUM's motion for judgment

on the administrative record (Doc. No. 8). For the reasons set

forth below, I deny Robinson's motion and grant UNUM's motion. I. BACKGROUND

Robinson went to work for Cisco Systems as a manager of

software development in 1995. As a Cisco employee, Robinson was

eligible to participate in the Plan.

A. The Plan

The Plan divides benefit eligibility into two phases.

During the initial phase of up to twenty-four months, an employee

is eligible for benefits if he cannot or is unable to perform

"the material and substantial duties of [his] regular occupation

due to sickness," and "[has] a 20% or more loss in [his] indexed

monthly earnings due to the same sickness or injury."

Administrative Record (Record) at 782. After twenty-four months,

an employee is eligible for benefits only if he is found to be

"unable to perform the duties of any gainful occupation for which

[he is] reasonably fitted by education, training or experience."

Id. The burden is upon the employee to provide satisfactory

proof of the nature and extent of his disability.

The Plan also limits long term benefits beyond the twenty-

four month period to disabilities that do not primarily rely upon

- 2 - self-reported symptoms. Self-reported symptoms means "the

manifestation of [employee's] condition," which the employee

reports to a doctor, "that are not verifiable using tests,

procedures or clinical examinations standardly [sic] accepted in

the practice of medicine." Record at 7 90. Fatigue is listed in

the Plan as an example of a self-reported symptom.

B. Robinson's Claim: The First Twenty-Four Months

Robinson was diagnosed with sarcoidosis1 in 1979. He

continued to work on a full-time basis, however, until he took a

medical leave of absence from Cisco in March 1998. In June 1998,

he applied for disability benefits under the Plan. As part of

the application, a physician's statement was submitted by Dr.

1 Sarcoidosis is "a systematic granulomatous disease of unknown cause, especially involving the lungs with resulting fibrosis, but also involving lymph nodes, skin, liver, spleen, eyes, phalangeal bones, and parotid glands." Stedman's Medical Dictionary (25th ed 1990) . According to the National Institute of Health of the United States Department of Health and Human Services (NIH), as cited by Robinson, fatigue is often a symptom of sarcoidosis. However, the NIH also notes that "most people with sarcoidosis lead a normal life," and that the "symptoms, after all, are usually not disabling," and that "most patients can go about their lives as usual." w ww.nhlbi.nih.gov/health/public/lung/other/sarcoidosis.

- 3 - Andrew G. Villanueva, Robinson's treating physician. Dr.

Villanueva's statement indicated that the primary diagnosis for

Robinson was "sarcoidosis, type II DM, hypertension, chronic

fatigue." Record at 751. Dr. Villanueva listed "exertion

involving upper & lower extremities" as the only limitation on

Robinson's ability to work. Record at 752. There were no other

limitations or restrictions indicated on Dr. Villanueva's

statement.

After reviewing Robinson's claim, including Dr. Villanueva's

clinical notes, UNUM determined that it was unclear how

Robinson's sarcoidosis rendered him unable to work. Therefore,

UNUM reguested additional information from Dr. Villanueva on

August 21, 1998. Dr. Villanueva responded to this reguest on

September 14, 1998. Dr. Villanueva reported that " [h]is

sarcoidosis has manifested itself mainly by skin lesions,

interstitial lung disease and overwhelming fatigue. The fatigue

has been difficult to eradicate and has severely diminished his

capacity to physically function and intellectually concentrate

for more than 1-2 hours a day." Record at 673.

On September 18, 1998, Dr. Villanueva also spoke with UNUM's

Millie Blackstone, a registered nurse, and apparently informed

- 4 - her that he "has noted increased fatigue from [Robinson's]

history," but that the recent decrease in Robinson's prednisone2

"may be causing the fatigue." Record at 667. According to

UNUM's file notes. Dr. Villanueva also told nurse Blackstone that

Robinson's "[p]ulmonary function tests have been fine . . . skin

lesions and lung issues have been stable," and that Robinson

should be able to return to work by January 1999. Record at 667.

On September 18, 1998, UNUM informed Robinson via telephone

that his disability claim was approved. He was advised, however,

that UNUM was "still unsure" as to what was causing Robinson's

fatigue and why he was unable to work because of his sarcoidosis.

Record at 665. UNUM notified Robinson that it expected him to

return to work in January 1999, but if he did not return to work

UNUM would reguire additional medical evidence of his continued

disability.

In late January 1999, Dr. Villanueva determined that

Robinson could only work part-time (3 hours a day from his home).

In September 1999, UNUM asked Dr. Villanueva when it should

2 Prednisone is a type of steroid typically prescribed to reduce inflammation. www.webmd.com.

- 5 - expect Robinson to resume a full-time work schedule. After

repeated attempts to receive information regarding the status of

Robinson's disability. Dr. Villanueva sent a letter to UNUM in

January 2000. The letter stated that, due to Robinson's fatigue,

it was still "medically reasonable for him to have his work hours

limited" to 3 hours a day. Record at 445, 454. The letter also

stated that, "[w]hile it is true that his pulmonary function

tests . . . have been 'normal', this has not been the basis of

his disability. His angiotensin converting enzyme continues to

be elevated (it was last 53 on November 29, 1999) which indicates

that the sarcoidosis itself remains active." Record at 445.

UNUM's associate medical director. Dr. Michael Randall,

reviewed Robinson's file and responded to Dr. Villanueva's

January letter on February 8, 2000. Dr. Randall guestioned Dr.

Villanueva's interpretation of the angiotensin converting enzyme

level, noting that a level of 53 "would be very marginally

elevated," and considering "confidence intervals, it could very

well be normal." Record at 434. Dr. Randall also guestioned how

Dr. Villanueva's work limitation was determined, "other than from

the patient," and reguested updated lab tests. Record at 434.

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