Resources
Legal Filings and Decisions
Legal Filings
Legal filings are submitted by PBGC in support of our efforts to preserve and safeguard pensions.
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Recent Filings
2012
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All Filings
2011
- Letter from Israel Goldowitz, Chief Counsel, PBGC, to Brian Masumoto, Attorney Adviser, Office of the United States Trustee (Dec. 1, 2011) (requesting appointment to Official Committee of Unsecured Creditors of American Airlines and related entities) [PDF]
- In re Harry & David Holdings, Inc., No. 11-10884 (Supplemental Opposition filed July 13, 2011) (arguing that the pension plan sponsor does not meet the requirements for a distress termination of the plan under 29 U.S.C. § 1341) [PDF]
- US Airline Pilots Ass'n v. PBGC, No. 091675 (Motion for Judgment on the Pleadings or for Summary Judgment filed July 12, 2011) (arguing that plaintiffs' claims that PBGC violated its fiduciary duties are barred by the statute of limitations and fail on the merits, and that, in any event, plaintiffs are not entitled to injunctive relief) [PDF]
- FBOP Corp. v. PBGC, No. 11-cv-2782 (N.D. Ill. Jun. 9, 2011) (PBGC motion to dismiss FBOP’s amended complaint as duplicative of PBGC’s May 2011 amended complaint and otherwise not justiciable) [PDF]
- In re Harry & David Holdings, Inc., No. 11-10884 (Bankr. D. Del. June 7, 2011) (Opposition of PBGC to Debtors’ motion for approval of a distress termination of its pension plan) [PDF]
- PBGC, et al. v. Morgan Stanley Inv. Mgmt., No. 10-4497 (2nd Cir.) (Appellants’ Brief filed May 26, 2011) (seeking to reinstate complaint against pension plan’s investment manager for breach of fiduciary duties under ERISA and related state law causes of action) [PDF]
- In re Wolverine Tube, Inc., No. 10‑13522 (Bankr. D. Del. May 17, 2011) (response of PBGC to Debtor’s Motion for Approval of Distress Termination of Pension Plan) [PDF]
- PBGC v. FBOP Corp (N.D.III.) (amended complaint filed May 20, 2011) (action to terminate pension plan under 29 U.S.C. § 1342) [PDF]
Legal Decisions
Legal decisions are issued by courts across the country in response to PBGC filings.
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Recent Decisions
2012
- Cox Enterprises v. PBGC, No. 10-14240 (11th Cir. Jan. 4, 2012) (vacating lower court’s award to shareholder Cox, and holding that, consistent with Florida’s distributions-to-shareholders statute, the proceeds from the sale of News-Journal must be used to pay News-Journal’s other creditors, including PBGC, before any money is paid to shareholders such as Cox). [PDF]
- Davis v. PBGC, No. 08-1064 (D.D.C. May 30, 2012) (confirming that PBGC’s determinations and statutory interpretations are entitled to substantial deference, and comprehensively upholding PBGC’s benefit determinations for about 1,700 U.S. Airways pilots, including its actuarial assumptions and adjustments, allocation of benefits to priority categories, and interpretations of the plan and ERISA). [PDF]
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All Decisions
2012
- PBGC v. Asahi Tec Corp., No. 10-1936 (D.D.C. Mar 14, 2012) (holding that a U.S. District Court has personal jurisdiction over a nonresident foreign controlled group member as a direct consequence of that entity’s stock ownership of a plan sponsor on the plan’s termination date) [PDF]
- PBGC v. Bendix Commercial Vehicle Systems LLC, No. 11-cv-1961 (N.D. Ohio Feb. 24, 2012) (agreeing with PBGC that discovery beyond the administrative record is not permissible in an action to enforce PBGC’s administrative determinations under ERISA § 4062(e)). [PDF]
2011
- Davis v. PBGC, No. 08-1064 (D.D.C. Sept. 30, 2011) (holding that, because plaintiffs’ motion for summary judgment was “riddled with unsupported assertions” and “filled with improper information,” and improperly relied on extra-record materials, the Court could not fairly adjudicate count eight of the amended complaint) [PDF]
- National Shopmen Pension Fund v. DISA Indus., Inc., No. 10-1827 (7th Cir. Aug. 8, 2011) (agreeing with amicus curiae PBGC that ERISA’s requirement that an employer arbitrate any dispute about an assessment of withdrawal liability before challenging it in court applies with equal force to a revision of a previously undisputed assessment) [PDF]
- PBGC v. Ferfolia Funeral Homes, Inc., No. 11-cv-574 (N.D. Ohio July 20, 2011) (holding that the limitations period applicable to PBGC's action to correct benefit distributions under a standard termination of a pension plan began to run on the date of the distributions, not the date of plan termination) [PDF]
- Stephens v. US Airways Group, Inc., No. 10-7100 (D.C. Cir. July 15, 2011) (agreeing with PBGC that plaintiffs' lump sum benefits were the actuarial equivalent of their annuitized benefits under their pension plan and that neither ERISA nor the Judicial Code authorizes an award of attorneys against PBGC, and further holding that plaintiffs may be entitled to interest to the extent of any unreasonable delay in paying their lump sum benefits) [PDF]
2010
- PBGC v. Rouge Steel Co., 50 E.B.C. 1266, 2010 WL 3324921 (E.D. Mich. Aug, 22, 2010) (upholding PBGC's recommended plan termination date under 29 U.S.C. § 1348) [PDF]
- PBGC v. Admin. Comm. for the New United Motor Mfg., Inc./UAW Hourly Defined Ben. Plan, No. 10-898 (N.D. Cal. July 11, 2010) (where PBGC’s action to terminate pension plan was rendered moot by settlement agreement with plan’s administrator, union’s motion to intervene in termination action would be denied) [PDF]
- Stephens v. PBGC, 696 F. Supp. 2d 84 (D.D.C. Mar. 17, 2010) (upholding PBGC's calculation of benefits under US Airways pilots' pension plan) (appeal docketed Aug, 2010) [PDF]
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