Patterson v. UnitedHealth Group, Inc. et al
| Ohio Northern District Court | |
| Judge: | J Philip Calabrese |
| Case #: | 1:23-cv-00378 |
| Nature of Suit | 791 Labor - Employee Retirement Income Security Act |
| Cause | 29:1132 E.R.I.S.A.-Employee Benefits |
| Case Filed: | Feb 24, 2023 |
| Terminated: | Jan 09, 2025 |
| Case in other court: | Cuyahoga County Court of Common Pleas, CV-23-974382 |
| Last checked: Saturday Aug 26, 2023 1:06 PM EDT |
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Defendant
Optum, Inc.
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Represented By
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Defendant
Swagelok Company
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Represented By
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Defendant
United Healthcare Insurance Company
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Represented By
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Defendant
United Healthcare Services, Inc.
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Represented By
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Defendant
UnitedHealth Group, Inc.
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Represented By
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Plaintiff
Eric L. Patterson
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Represented By
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GPO
Jan 09 2025
Opinion and Order: The Court DENIES Plaintiff's motion to remand to State court (ECF No. 9) and GRANTS Defendants' motion to dismiss (ECF No. 5). Further, the Court DIRECTS the Clerk to enter judgment accordingly. Judge J. Philip Calabrese on January 9, 2025.(Y,A) |
| Docket last updated: 4 hours ago |
| Monday, March 17, 2025 | ||
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appeal
Acknowledgment from the USCA
Mon 03/17 11:14 AM
Acknowledgment from the USCA for Sixth Circuit of receipt of34 Notice of Appeal (USCA# 25-3175 . Date filed in USCA 3/17/2025. (H,JL) |
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| Friday, March 14, 2025 | ||
| 34 | 34
appeal
Notice of Appeal
Fri 03/14 7:56 PM
NOTICE OF APPEAL to the Sixth Circuit Court of Appeals as to33 Order on Motion to alter/amend judgment,27 Order on Motion to dismiss,, Order on Motion to strike,, Order on Motion to Remand to State Court, by Eric L. Patterson. ( Filing fee $ 605 receipt number AOHNDC-13005597.).(Perotti, Patrick) |
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Att: 1
Exhibit January 9, 2025 Opinion and Order,
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Att: 2
Exhibit February 12, 2025 Opinion and Order
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| Wednesday, February 12, 2025 | ||
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10
pgs
order
Order on Motion to alter/amend judgment
Wed 02/12 12:02 PM
Opinion and Order : The Court DENIES Plaintiff's motions to amend or alter a judgment. (ECF No.29 .) Judge J. Philip Calabrese on February 12, 2025.(Y,A) |
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| Monday, February 10, 2025 | ||
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oth_doc
SEALED DOCUMENT
Mon 02/10 1:36 PM
SEALED Document: Notice of Filing Exhibit 1 to Rule 59(e) Motion to Amend or Alter Judgment Under Seal filed by Eric L. Patterson. Related document(s)31 ,29 .(Perotti, Patrick) |
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Att: 1
Exhibit 1 to Rule 59(e) Motion to Amend or Alter Judgment Under Seal
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| Friday, February 07, 2025 | ||
| 31 | 31
4
pgs
order
Order on Motion for leave
Fri 02/07 10:11 PM
Order : The Court GRANTS Plaintiff's motion for leave to file an exhibit under seal (ECF No.30 ). Judge J. Philip Calabrese on February 7, 2025.(Y,A) |
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| 30 | 30
motion
Leave
Fri 02/07 1:52 PM
Motion for leave to file Exhibit 1 to Rule 59(e) Motion to Amend or Alter Judgment Under Seal filed by Plaintiff Eric L. Patterson. Related document(s)29 . (Perotti, Patrick) |
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| Thursday, February 06, 2025 | ||
| 29 | 29
motion
Alter/Amend judgment
Thu 02/06 11:34 PM
Motion to alter/amend judgment filed by Plaintiff Eric L. Patterson. Related document(s)27 .(Perotti, Patrick) |
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Att: 1
Exhibit Sealed Exhibit
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| Thursday, January 09, 2025 | ||
| 28 | 28
order
Judgment
Thu 01/09 11:23 AM
Judgment Entry Dismissing Case. Judge J. Philip Calabrese on January 9, 2025. (Y,A) |
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| 27 | 27
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pgs
order
Order on Motion to dismiss Order on Motion to strike Order on Motion to Remand to State Court
Thu 01/09 11:20 AM
Opinion and Order : The Court DENIES Plaintiff's motion to remand to State court (ECF No.9 ) and GRANTS Defendants' motion to dismiss (ECF No.5 ). Further, the Court DIRECTS the Clerk to enter judgment accordingly. Judge J. Philip Calabrese on January 9, 2025.(Y,A) |
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| Thursday, June 20, 2024 | ||
| 26 | 26
notice
Address Change Notice (atty event)
Thu 06/20 11:20 AM
Address Change Notice by Benjamin P. Pfouts filed by on behalf of Eric L. Patterson. (Pfouts, Benjamin) |
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| Wednesday, April 03, 2024 | ||
| 25 | 25
notice
Status Report (atty event)
Wed 04/03 4:33 PM
Joint Status Report regarding Mediation filed by Eric L. Patterson. (Perotti, Patrick) |
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| Friday, March 22, 2024 | ||
| 24 | 24
notice
Status Report (atty event)
Fri 03/22 3:50 PM
Joint Status Report of the Parties Regarding Mediation and Ongoing Settlement Discussions filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc.. (Stockard, Wesley) |
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order
Order
Fri 03/22 7:57 PM
Order [non-document]: Based on the parties' joint status report, the Court directs counsel to advise by April 5, 2024 of the date for mediation and to provide a status report after the mediation. Judge J. Philip Calabrese on March 22, 2024. (Y,A) |
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| Monday, February 12, 2024 | ||
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order
Order
Mon 02/12 10:01 AM
Order [non-document]: Based on the report of the parties, the Court requests that the parties file an updated joint status report by March 22, 2024. Judge J. Philip Calabrese on February 12, 2024. (Y,A) |
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| Friday, February 09, 2024 | ||
| 23 | 23
notice
Status Report (atty event)
Fri 02/09 3:04 PM
Joint Status Report of the Parties Regarding Mediation and Ongoing Settlement Discussions filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc.. (Stockard, Wesley) |
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| Thursday, February 01, 2024 | ||
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order
Order
Thu 02/01 8:56 AM
Order [non-document]: Previously, the parties advised that they intended to participate in a mediation in early 2024. The Court requests an update on the date of the mediation and any other pertinent and appropriate matters by February 12, 2024. Judge J. Philip Calabrese on February 1, 2024. (Y,A) |
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| Friday, November 17, 2023 | ||
| 22 | 22
notice
Status Report (atty event)
Fri 11/17 1:59 PM
Joint Status Report of the Parties Regarding Mediator Selection filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc.. (Stockard, Wesley) |
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| Tuesday, October 17, 2023 | ||
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order
Order
Tue 10/17 2:59 PM
Mediation Order : The Court orders the parties to mediation by a neutral to be determined. By November 17, 2023, the Court directs the parties to submit a joint status report either identifying an agreed neutral or candidates who might serve in that capacity. Judge J. Philip Calabrese on October 17, 2023. (Y,A) |
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minutes
Status Conference
Tue 10/17 2:57 PM
Minutes of proceedings [non-document] before Judge J. Philip Calabrese. The Court held a status conference by Zoom on October 17, 2023. Benjamin P. Pfouts and Patrick J. Perotti appeared for Plaintiff. Wesley E. Stockard appeared for Defendants. The parties provided an update to the Court on the status of the early limited discovery the Court previously ordered. Based on discussions with counsel, the Court ORDERS the parties to mediation and will do so by separate Order. Time: 10 minutes. (Y,A) |
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| Thursday, August 31, 2023 | ||
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order
Minute Order _ Status Conference
Thu 08/31 8:43 AM
Minutes and Order : The Court held a status conference on August 30, 2023. Benjamin P. Pfouts, Patrick J. Brickman, and Patrick J. Perotti appeared for Plaintiff. James P. Smith and Wesley E. Stockard appeared for Defendants. Based on discussions with counsel, the Court continues to STAY the proceedings except to allow Plaintiff to serve a single interrogatory on Defendants. The Court sets a status conference for October 17, 2023 at 12:00 p.m. via Zoom. Judge J. Philip Calabrese on August 30, 2023. (Y,A) |
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| Thursday, August 24, 2023 | ||
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oth_evt
Notice of Hearing or Conference
Thu 08/24 12:48 PM
IMPORTANT: Notice [non-document]: The Court schedules a status conference for August 30, 2023 at 1:00 p.m. in Chambers 16B before Judge J. Philip Calabrese. (Y,A) |
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| Wednesday, June 14, 2023 | ||
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pgs
order
Order
Wed 06/14 9:41 AM
Order : The Court GRANTS NUNC PRO TUNC Defendants' motion for extension of time to answer Plaintiff's complaint (ECF No.13 ). Judge J. Philip Calabrese on 6/14/2023. (Y,A) |
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| Wednesday, May 17, 2023 | ||
| 18 | 18
notice
Corporate Disclosure Statement (atty event)
Wed 05/17 3:20 PM
Corporate Disclosure Statement identifying Corporate Parent UnitedHealth Group Incorporated for United Healthcare Services, Inc. filed by United Healthcare Services, Inc.. (Smith, James) |
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| 17 | 17
notice
Corporate Disclosure Statement (atty event)
Wed 05/17 3:18 PM
Corporate Disclosure Statement identifying Corporate Parent UnitedHealth Group Incorporated for United Healthcare Insurance Company filed by United Healthcare Insurance Company. (Smith, James) |
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| 16 | 16
notice
Corporate Disclosure Statement (atty event)
Wed 05/17 3:15 PM
Corporate Disclosure Statement filed by UnitedHealth Group, Inc.. (Smith, James) |
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| 15 | 15
notice
Corporate Disclosure Statement (atty event)
Wed 05/17 3:14 PM
Corporate Disclosure Statement filed by Swagelok Company. (Smith, James) |
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| Monday, May 15, 2023 | ||
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oth_evt
Notice of Failure to File Corporate Disclosure Statement
Mon 05/15 10:27 AM
Notice by Clerk that Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., and UnitedHealth Group, Inc. failed to file a corporate disclosure statement as required by Local Rule 3.13(b). (R,AP) |
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| Friday, May 12, 2023 | ||
| 14 | 14
answer
Answer to Complaint in a Removal Case
Fri 05/12 5:11 PM
Answer to Complaint filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc.. (Smith, James) |
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| Friday, May 05, 2023 | ||
| 13 | 13
motion
Extension (answer complaint)
Fri 05/05 2:07 PM
Unopposed Motion for extension of time until May 12, 2023 to answer Plaintiff's Class Action Complaint filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc.. (Smith, James) |
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| Tuesday, April 18, 2023 | ||
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minutes
Status Conference
Tue 04/18 12:03 PM
Minutes of proceedings [non-document] before Judge J. Philip Calabrese. The Court held a status conference by Zoom on April 18, 2023. Benjamin P. Pfouts, Patrick J. Brickman, and Patrick J. Perotti appeared for Plaintiff. James P. Smith, Noah G. Lipschultz, and Wesley E. Stockard appeared for Defendants. In light of the pending appeal in Patterson v. UnitedHealthcare Insurance Co., No. 1:21-cv-00470), the Court discussed with counsel how this matter should proceed. All participants agreed that waiting for a ruling from the Sixth Circuit best promotes overall judicial economy. However, in accordance with Section 3 of the Court's Civil Standing Order, Defendants' answer to Plaintiff's complaint is due May 5, 2023. Time: 15 minutes. (Y,A) |
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| Thursday, April 13, 2023 | ||
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order
Order on Motion to appear pro hac vice
Thu 04/13 11:13 AM
Order [non-document]: granting Plaintiff's Motion for appearance pro hac vice by attorney Noah G. Lipschultz for Optum, Inc.,Noah G. Lipschultz for Swagelok Company,Noah G. Lipschultz for United Healthcare Insurance Company,Noah G. Lipschultz for United Healthcare Services, Inc.,Noah G. Lipschultz for UnitedHealth Group, Inc.. Local Rule 5.1(c) requires that attorneys register for NextGen CM/ECF and file and receive all documents electronically. NextGen CM/ECF registration can be done online at www.pacer.gov. Login with your PACER credentials, go to the Maintenance tab, click Attorney Admissions/E-File Registration, select Ohio Northern District Court and then select Pro Hac Vice. If you were previously granted pro hac vice status and are already registered to file electronically, it is not necessary to register again. (ECF No.11 ). Judge J. Philip Calabrese on 4/13/2023.(Y,A) |
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| Tuesday, April 11, 2023 | ||
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motion
Appear Pro Hac Vice
Tue 04/11 5:11 PM
Unopposed Motion for attorney Noah G. Lipschultz to Appear Pro Hac Vice. Filing fee $ 120, receipt number AOHNDC-11939197, filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc..(Smith, James) |
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Att: 1
Exhibit A - Declaration of Noah Lipschultz
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order
Order on Motion to appear pro hac vice
Tue 04/11 8:32 AM
Order [non-document]: granting Defendant's Motion for appearance pro hac vice by attorney Wesley E. Stockard for Swagelok Company,Wesley E. Stockard for United Healthcare Insurance Company,Wesley E. Stockard for United Healthcare Services, Inc.,Wesley E. Stockard for UnitedHealth Group, Inc.. Local Rule 5.1(c) requires that attorneys register for NextGen CM/ECF and file and receive all documents electronically. NextGen CM/ECF registration can be done online at www.pacer.gov. Login with your PACER credentials, go to the Maintenance tab, click Attorney Admissions/E-File Registration, select Ohio Northern District Court and then select Pro Hac Vice. If you were previously granted pro hac vice status and are already registered to file electronically, it is not necessary to register again. (ECF No.10 ). Judge J. Philip Calabrese on 4/11/2023.(Y,A) |
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| Monday, April 10, 2023 | ||
| 11 | 11
motion
Appear Pro Hac Vice
Mon 04/10 5:56 PM
Unopposed Motion for attorney Noah G. Lipschultz to Appear Pro Hac Vice. Filing fee $ 120, receipt number AOHNDC-11939197, filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc..(Smith, James) |
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Att: 1
Exhibit A - Declaration of Noah G. Lipschultz
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| 10 | 10
motion
Appear Pro Hac Vice
Mon 04/10 5:46 PM
Unopposed Motion for attorney Wesley E. Stockard to Appear Pro Hac Vice. Filing fee $ 120, receipt number AOHNDC-11939189, filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc..(Smith, James) |
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Att: 1
Exhibit A - Declaration of Wesley E Stockard
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| Monday, April 03, 2023 | ||
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oth_evt
Notice of Hearing or Conference
Mon 04/03 8:42 AM
IMPORTANT: Notice [non-document]: The Court schedules a status conference by Zoom on April 18, 2023 at 11:00 a.m. (Y,A) |
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| Friday, March 24, 2023 | ||
| 9 | 9
motion
Remand to State Court
Fri 03/24 7:53 PM
Motion to remand to State Court filed by Plaintiff Eric L. Patterson. Related document(s)8 . (Perotti, Patrick) |
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| Wednesday, March 15, 2023 | ||
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2
pgs
order
Order
Wed 03/15 9:45 AM
Order : The Court ORDERS Plaintiff to file a brief regarding federal jurisdiction no later than April 5, 2023. Pending a determination of its jurisdiction, the Court STAYS the deadline for Plaintiff to respond to Defendants' motion to dismiss (ECF No.5 ). Judge J. Philip Calabrese on 3/15/2023. (Y,A) |
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| Tuesday, March 14, 2023 | ||
| 7 | 7
1
pgs
order
Order reassigning case
Tue 03/14 12:46 PM
Order of Reassignment. This case is returned to the Clerk for reassignment to Judge J. Philip Calabrese for all further proceedings. Judge Bridget Meehan Brennan on 3/14/2023. (H,AR) |
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order
Order on Motion for order
Tue 03/14 12:44 PM
Order [non-document] granting Plaintiff's motion to transfer refiled case to original judge. (Doc. No.6 .) Judge Bridget Meehan Brennan on 3/14/2023. (H,AR) |
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utility
Add and Terminate Judge
Tue 03/14 1:22 PM
Judge J. Philip Calabrese assigned to case. Judge Bridget Meehan Brennan terminated. (R,AP) |
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| Monday, March 13, 2023 | ||
| 6 | 6
motion
Order
Mon 03/13 8:41 AM
Motion to Transfer Refiled Case to Original Judge Pursuant to Local Rule 3.2(b)(4) filed by Plaintiff Eric L. Patterson. (Perotti, Patrick) |
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| Friday, March 03, 2023 | ||
| 5 | 5
motion
Dismiss
Fri 03/03 7:05 PM
Motion to dismiss Plaintiff's Complaint Or, In The Alternative, To Strike Class Allegations filed by Optum, Inc., Swagelok Company, United Healthcare Insurance Company, United Healthcare Services, Inc., UnitedHealth Group, Inc..(Smith, James) |
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Att: 1
Brief in Support
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| Monday, February 27, 2023 | ||
| 4 | 4
order
Initial Order - Judge Brennan
Mon 02/27 8:19 AM
Initial Standing Order. Judge Bridget Meehan Brennan on 2/27/2023. (L,MI) |
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oth_evt
Magistrate Consent Form Issued by Intake
Mon 02/27 8:15 AM
Magistrate Consent Form issued. (L,MI) |
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utility
Add and Terminate Judge
Mon 02/27 8:13 AM
Judge Bridget Meehan Brennan assigned to case. (L,MI) |
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oth_evt
Random Assignment of Magistrate Judge
Mon 02/27 8:14 AM
Random Assignment of Magistrate Judge pursuant to Local Rule 3.1. In the event of a referral, case will be assigned to Magistrate Judge Jonathan D. Greenberg. (L,MI) |
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| Friday, February 24, 2023 | ||
| 2 | 2
notice
Corporate Disclosure Statement (atty event)
Fri 02/24 5:14 PM
Corporate Disclosure Statement identifying Other Affiliate OptumInsight, Inc., Other Affiliate OptumInsight Holdings, LLC, Other Affiliate UnitedHealth Group, Incorporated for Optum, Inc. filed by Optum, Inc.. (Smith, James) |
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| 1 | 1
cmp
Notice of Removal
Fri 02/24 4:51 PM
Notice of Removal from Cuyahoga County Court of Common Pleas, case number CV-23-974382 with jury demand, Filing fee paid $ 402, receipt number AOHNDC-11859814. Filer has indicated that case may be related to pending civil action 1:21-cv-470 . Filed by Optum, Inc.. (Smith, James) |
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Att: 1
Exhibit A - Complaint,
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Att: 2
Exhibit B - Return of Service,
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Att: 3
Exhibit C - Notice of Filing Notice of Removal,
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Att: 4
Exhibit D - Docket Sheet,
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Att: 5
Civil Cover Sheet
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