WALSH v. HEAL AT HOME, LLC

CourtDistrict Court, S.D. Indiana
DecidedSeptember 30, 2025
Docket1:21-cv-02160
StatusUnknown

This text of WALSH v. HEAL AT HOME, LLC (WALSH v. HEAL AT HOME, LLC) is published on Counsel Stack Legal Research, covering District Court, S.D. Indiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
WALSH v. HEAL AT HOME, LLC, (S.D. Ind. 2025).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF INDIANA INDIANAPOLIS DIVISION

LORI CHAVEZ-DEREMER Secretary of ) Labor, United States Department of Labor, ) ) Plaintiff, ) ) v. ) No. 1:21-cv-02160-SEB-TAB ) HEAL AT HOME, LLC an Indiana company, ) TPS CAREGIVING, LLC an Indiana ) company ) d/b/a COMFORT KEEPERS, ) TIMOTHY PAUL an individual, ) ) Defendants. )

ORDER ON CROSS-MOTIONS FOR SUMMARY JUDGMENT On July 10, 2024, Plaintiff Secretary of Labor Lori Chavez-DeRemer (the "Secre- tary") filed a petition seeking to hold Defendants Heal at Home, LLC, TPS Caregiving, LLC d/b/a Comfort Keepers, and Timothy Paul ("Defendants") in contempt for a violation of the terms of the Consent Judgment entered by the Court on January 20, 2022, which requires Defendants to adhere to the overtime provisions of the Fair Labor Standards Act (the "FLSA"), 29 U.S.C. § 207. Now before the Court are the parties' cross-motions for summary judgment. Dkt. 47, 50. For the reasons discussed below, Defendants' Motion for Summary judgment, dkt. 47, is GRANTED, and the Secretary's Motion for Summary Judgment, dkt. 50, is DENIED. BACKGROUND The underlying material facts are largely undisputed, reflecting the parties' agree-

ment that their "central dispute . . . is a legal one." Dkt. 51 at 48; dkt. 60 at 5. The Secretary nonetheless has interposed a host of evidentiary objections to Defendants' factual asser- tions, almost exclusively on the basis of relevance. Dkt. 51 at 12–15, 17–19, 22, 31–38, 40. Consistent with our task on summary judgment, the factual background provided herein incorporates only the undisputed and material (i.e., relevant) facts, as supported by the record before us. We note and address the Secretary's objections insofar as is necessary

below. I. Defendants' Business Operations Defendant Timothy Paul ("Mr. Paul") is the sole owner of co-Defendants TPS Care- giving, LLC d/b/a Comfort Keepers ("Comfort Keepers") and Heal at Home, LLC ("Heal at Home"). Paul Dep. 14:24–15:5, 18:4–6, dkt. 47-1. Comfort Keepers is a personal ser-

vices agency that offers its clients individualized care and assistance with daily living ac- tivities, such as meal preparation, transportation to and from medical appointments, pre- scription medication pickup and delivery, grocery shopping, and light housekeeping. Id. at 14:8–15:2. Heal at Home is a home health agency providing "more of a hands-on" level of care by assisting its clients with bathing, incontinence toilet training, and exercise. Id. at

15:10–13. Often, Comfort Keepers and Heal at Home employ the same personnel, collec- tively referred to as "field staff," who are enlisted in accordance with clients' needs. When providing services on behalf of Comfort Keepers, field staff members are referred to as "caregivers," and when providing services on behalf of Heal at Home, they are referred to as "home health aides." Id. at 21:23–22:11.

Approximately ninety percent of Comfort Keepers' and Heal at Home's clients are insured through Medicaid, id. at 64:14–15, which makes the threshold determination of whether a specific patient qualifies for home assistance, id. at 36:20–23. If approved for home assistance, qualifying patients are assigned to CICOA Aging & In-Home Solutions ("CICOA"), an Indiana-based non-profit case management company that "oversee[s] the delegation of hours." Id. at 36:3–37:17. CICOA conducts individualized patient evaluations

to "determine how many hours [are] necessary . . . to live a . . . comfortable lifestyle with the assistance of a caregiver." Id. Thereafter, Medicaid-approved patients receive a "notice of action" informing them of their "care hour" allotment and instructing them that they may seek the assistance of a personal services agency, such as Comfort Keepers or Heal at Home. Id. According to Lacey Osborn ("Ms. Osborn"), Comfort Keepers's Executive Di-

rector, care hours are typically reviewed every six months and/or in the event of a sudden change in the patient's medical condition. Osborn Decl. ¶ 6, dkt. 61-1. Medicaid reimburses Comfort Keepers and Heal at Home at a fixed rate for each hour of care worked by members of the field staff, who themselves are compensated by their employer(s) at an hourly rate. Paul Dep. 38:20–39:1, dkt. 47-1. In July 2023, after

Medicaid reimbursement rates had been stagnant throughout the preceding six years, they increased for Comfort Keepers and Heal at Home from $23.28 to $34.23, and from $19.11 to $28.00, respectively. Id. at 43:24–44:22, 66:15–24, 77:4–78:10. (By contrast, private insurance companies, which cover approximately ten percent of Defendants' clients, pay an average reimbursement rate of $28.00 per hour of care. Id. at 64:2–22, 67:3–12.) Med- icaid reimbursement rates do not include the time-and-a-half overtime premium that Com-

fort Keepers and Heal at Home must pay when a patient's assigned caregiver works more than forty hours in a workweek. Id. at 52:12–21. Nevertheless, the increased Medicaid reimbursement rates allow Mr. Paul to operate at a gross profit margin of approximately thirty-four percent, compared to his pre-July 2023 gross profit margins of twelve to sixteen percent. Id. at 68:12–69:1. Based in part on certain, self-conducted "market surveys"—that is, telephone con-

versations with competing homecare enterprises about their wages and benefit packages— Mr. Paul offers field staff a starting wage of $16.00 per hour. Id. at 48:12–49:15. (Prior to July 2023, the starting wage was $14.00 per hour.) According to Mr. Paul's deposition tes- timony, the base rate of pay may differ among his employees, depending on their respective experience in the field and/or whether the employee "wants to play hard" and negotiate. Id.

at 51:5–16, 53:15–22. II. The 2020 Investigation of Defendants' Payroll Practices In April 2020, the Department of Labor (the "Department") initiated an investigation of Comfort Keepers's and Heal at Home's payroll practices, specifically, with regard to their compliance with the FLSA's overtime requirements (hereinafter referred to as the

"2020 Investigation"). Kennedy Decl. ¶ 13, dkt. 26-2 (Declaration of Wage and Hour Di- vision Investigator Meghann Kennedy); Paul Decl. ¶ 7, dkt. 47-5. At that time, for payroll purposes, Mr. Paul treated Comfort Keepers and Heal at Home as separate entities and thus did not aggregate field staff members' weekly hours in calculating overtime compensation. In February 2021, the Department concluded that Comfort Keepers and Heal at Home operate as "one enterprise" and constitute "joint employers" within the meaning of

the FLSA. Kennedy Decl. ¶ 14, dkt. 26-2. Therefore, the Department concluded, Defend- ants' failure to calculate overtime premiums using field staff members' total hours worked (on behalf of both entities) violated the FLSA's requirement that employers must pay their employees at one-and-one-half times their regular hourly rates for all hours worked in ex- cess of forty hours in a workweek.

III. The Consent Judgment Based on the findings and conclusions yielded by the 2020 Investigation, the Sec- retary filed this (underlying) lawsuit on August 2, 2021, asserting that Defendants failed to combine hours worked on behalf of both entities for purposes of calculating overtime pre- miums, in violation of §§ 7 and 15(a)(2) of the FLSA. Approximately two-and-a-half months later, on October 19, 2021, the parties notified the Court that they had "drafted and

exchanged a Consent Judgment that fully resolves this matter." Dkt. 14 at 1. On December 3, 2021, the parties filed the Consent Judgment, which we approved and entered on January 20, 2022. Dkt. 20, 23.

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WALSH v. HEAL AT HOME, LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walsh-v-heal-at-home-llc-insd-2025.