Rowell v. Cigna

962 F. Supp. 1093, 1997 U.S. Dist. LEXIS 5814, 1997 WL 220272
CourtDistrict Court, N.D. Illinois
DecidedApril 28, 1997
Docket96 C 8076
StatusPublished

This text of 962 F. Supp. 1093 (Rowell v. Cigna) is published on Counsel Stack Legal Research, covering District Court, N.D. Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rowell v. Cigna, 962 F. Supp. 1093, 1997 U.S. Dist. LEXIS 5814, 1997 WL 220272 (N.D. Ill. 1997).

Opinion

MEMORANDUM OPINION AND ORDER

ALESIA, District Judge.

This matter comes before the court on defendant Life Insurance Company of North Anerica’s motion to strike plaintiff Earnest Rowell’s jury demand. For the reasons set forth below, the court grants defendant’s motion to strike plaintiffs jury demand.

I. BACKGROUND

Plaintiff Earnest Rowell (“plaintiff’) filed suit against defendants Life Insurance Company of North America and The Pullman Company (collectively “defendants”) pursuant to section 502(a)(1)(B) of the Employee Retirement Income Security Act of 1974 *1094 (“ERISA”), 29 U.S.C. § 1132(a)(1)(B), for wrongfully denying him disability benefits under Pullman’s employee welfare benefit plan. In his first amended complaint, plaintiff seeks a declaratory judgment entitling him to disability benefits under the plan and interest on those unpaid benefits, an order requiring continued payment of benefits until plaintiff no longer meets the disability, conditions under the plan, and attorney’s fees.

In connection with his claim, plaintiff filed a jury demand. Defendant has moved to strike plaintiffs jury demand, claiming plaintiff has no such right in this case.

II. DISCUSSION

The Seventh Amendment right to a jury trial is not absolute; instead, it is determined by the “nature of the plaintiffs cause of action.” Brown v. Retirement Committee of Briggs & Stratton Retirement Plan, 797 F.2d 521, 527 (7th Cir.1986), cert. denied, 479 U.S. 1094, 107 S.Ct. 1311, 94 L.Ed.2d 165 (1987). A trial by jury is available in suits enforcing legal rights, if the action involves legal rights and remedies. It is not available, however, when Congress creates a statutory scheme authorizing only equitable relief, unless Congress specifically provides otherwise. Curtis v. Loether, 415 U.S. 189, 194, 94 S.Ct. 1005, 1008, 39 L.Ed.2d 260 (1974); Wardle v. Central States, S.E. and S.W. Areas Pension Fund, 627 F.2d 820, 828 (7th Cir.1980), cert. denied, 449 U.S. 1112, 101 S.Ct. 922, 66 L.Ed.2d 841 (1981).

Section 502(a)(1)(B) of ERISA is silent as to the issue of a plaintiffs right to a jury trial. In Wardle, the Seventh Circuit analyzed the statute and its history and concluded that “Congress’ silence on the jury right issue,” in conjunction with the statutory remedy’s equitable nature, means that jury trials are unavailable in “suits for pension benefits by disappointed applicants.” Wardle, 627 F.2d at 829-30. Jury trials are similarly unavailable in suits brought under section 502(a)(1)(B) for the denial of disability benefits. Brown, 797 F.2d at 527. Therefore, the Seventh Circuit has unequivocally decided that jury trials are not available to plaintiffs who file suit pursuant to section 502(a)(1)(B), as such suits provide only equitable relief. See Oil, Chemical & Atomic Workers’ Int’l v. Amoco Corp., No. 93 C 5929, 1996 WL 563447, *2 (N.D.Ill. Sept.27, 1996).

Based on the Seventh Circuit’s unequivocal statement of the law, a jury trial is not available in plaintiffs ERISA claim for wrongful denial of disability benefits. In fact, plaintiff concedes, as he must, that “it has long been the law in this Circuit that there is no right to trial by jury in an ERISA claim.” (Pl.’s Mem. in Opp. at 1.) Despite the apparent agreement between the parties, plaintiff asks this court to reconsider the issued based on the Seventh Circuit’s decision in Senn v. United Dominion Indus., 951 F.2d 806 (1992), cert. denied, 509 U.S. 903, 113 S.Ct. 2992, 125 L.Ed.2d 687 (1993), which relied on the Supreme Court’s decision in Chauffeurs, Teamsters & Helpers, Local No. 391 v. Terry, 494 U.S. 558, 110 S.Ct. 1339, 108 L.Ed.2d 519 (1990). Plaintiff also has requested that should this court deny his request for reconsideration, it either certify the issue for interlocutory appeal pursuant to 28 U.S.C. § 1292(b) or impanel an advisory jury.

Plaintiff believes that Senn warrants reconsideration of the availability of jury trials in ERISA claims. The court disagrees. In Senn, the Seventh Circuit was faced with a class action lawsuit claiming breach of a collective bargaining agreement brought pursuant to section 301(a) of the Labor Management Relations Act (“LMRA”) and sections 502(a)(1) and (a)(3) of ERISA. Senn, 951 F.2d at 813. The court in Senn upheld the use of a jury trial in a case where several theories of recovery, both legal and equitable, were claimed by the plaintiffs. Id. at 814. The court relied on the Supreme Court’s holding in Terry, which stated that “a claim under Section 301 [of The LMRA] that the employer breached a Collective Bargaining Agreement ‘is comparable to a breach of contract claim — a legal issue.’ ” Id. at 813 (citing Terry, 494 U.S. at 569-70, 110 S.Ct. at 1347.) Because the case presented both legal and equitable issues, the plaintiff was entitled to a jury trial.

Senn is distinguishable from this case. In this case, plaintiff has no LMRA or other *1095 legal claim; therefore, he does not have both legal and equitable relief available to him. Plaintiffs claim seeks a declaratory judgment entitling him to disability benefits and interest on unpaid benefits, an order requiring continued payment of benefits until he no longer meets the disability conditions under the plan, and attorney’s fees. Such requests for relief are undeniably only equitable in nature; therefore, plaintiff is not entitled to a jury trial. See Casey v. Uddeholm Corp., No. 92 C 2156, 1992 WL 122951, *3 (N.D.Ill. May 28, 1992). For these reasons, the court finds no basis for applying the holding in Senn to a case where the sole claim is based on the denial of disability benefits, which allows for only equitable relief to the plaintiff.

Plaintiff also relies on a district court case from Colorado, Adams v. Cyprus Amax Mineral Co., 954 F.Supp. 1470 (D.Col.1997), as support for his jury trial request. Adams involved an ERISA claim for severance benefits. The Adams court, relying on Terry, reasoned that while an ERISA claim itself may be equitable, the underlying claim is really a breach of contract claim. Adams, 954 F.Supp. at 1476-77.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
962 F. Supp. 1093, 1997 U.S. Dist. LEXIS 5814, 1997 WL 220272, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rowell-v-cigna-ilnd-1997.