Indiana Northern District Court
Judge:Gretchen S Lund
Referred: Susan L Collins
Case #: 1:23-cv-00443
Nature of Suit791 Labor - Employee Retirement Income Security Act
Cause29:1132 E.R.I.S.A.-Employee Benefits
Case Filed:Oct 19, 2023
Last checked: Tuesday Apr 16, 2024 4:32 AM EDT
Defendant
Reliance Standard Life Insurance Company
Represented By
Joshua Bachrach
Wilson Elser Moskowitz Edelman & Dicker Llp - Phi/pa
contact info
Plaintiff
Megan King
Represented By
Noah A Breazeale PHV
Eric Buchanan & Associates
contact info
Noah Breazeale
Eric Buchanan & Associates
contact info


Docket last updated: 02/25/2025 11:59 PM EST
Wednesday, February 05, 2025
36 36 order Order ~Util - Set Deadlines Wed 02/05 4:19 PM
ORDER: The Court SETS the deadline for filing dispositive motions for 3/7/2025. Text entry by Judge Gretchen S Lund on 2/5/2025. (jss)
Related: [-]
35 35 2 pgs order Order on Motion for Reconsideration Wed 02/05 4:17 PM
ORDER: Defendant's Motion for Reconsideration of the December 19, 2024 Opinion and Order28 is DENIED. Signed by Judge Gretchen S Lund on 2/5/2025. (jss)
Related: [-]
Tuesday, February 04, 2025
34 34 respm Reply to Response to Motion Tue 02/04 10:13 AM
REPLY to Response to Motion re28 MOTION for Reconsideration re 27 Order,, Set Deadlines,26 Order on Motion for Miscellaneous Relief, filed by Reliance Standard Life Insurance Company. (Bachrach, Joshua)
Related: [-]
Thursday, January 30, 2025
33 33 respm Response to Motion Thu 01/30 4:42 PM
RESPONSE to Motion re28 MOTION for Reconsideration re 27 Order,, Set Deadlines,26 Order on Motion for Miscellaneous Relief, filed by Megan King. (Breazeale PHV, Noah)
Related: [-]
Wednesday, January 15, 2025
32 32 order Order on Motion for Extension of Time to File Response/Reply Wed 01/15 10:29 AM
ORDER: The Court GRANTS31 Plaintiff's Unopposed Motion for Extension of Time to Respond to Defendants Motion for Reconsideration. Response to be filed by 1/30/2025. Text entry by Judge Gretchen S Lund on 1/15/2025. (jss)
Related: [-]
31 31 motion Extension of Time to File Response/Reply Wed 01/15 9:55 AM
MOTION for Extension of Time to File Response/Reply to Defendant's Motion for Reconsideration by Plaintiff Megan King. (Breazeale PHV, Noah)
Related: [-]
Friday, January 03, 2025
30 30 notice Bright Line Notice Fri 01/03 12:41 PM
NOTICE: Because the discovery period in this case has now concluded and there are no pending non-dispositive motions, the referral to Magistrate Judge Susan L Collins is now terminated. All further matters will now be handled by Judge Gretchen S Lund unless otherwise directed. This entry constitutes the court's order on this matter and shall carry the same weight and authority as a written order signed by the judge. (mr)
Related: [-]
Thursday, January 02, 2025
29 29 order Order Thu 01/02 3:47 PM
ORDER: In Defendant's28 MOTION for Reconsideration, they are requesting that the dispositive motion deadline be extended to 30 days after ruling on the motion to reconsider. The parties have indicated to the Court that opposing counsel does not object to the request. The Court GRANTS the request and the deadline for filing dispositive motions is EXTENDED until 30 days after the Court's ruling on the motion to reconsider. Text entry by Judge Gretchen S Lund on 1/2/2025. (jss)
Related: [-]
28 28 motion Reconsideration Thu 01/02 12:31 PM
MOTION for Reconsideration re 27 Order,, Set Deadlines,26 Order on Motion for Miscellaneous Relief, by Defendant Reliance Standard Life Insurance Company. (Bachrach, Joshua)
Related: [-]
utility Terminate Deadlines/Hearings Thu 01/02 3:48 PM
***Deadlines/Hearings terminated. (jss)
Related: [-]
Thursday, December 19, 2024
27 27 order Order ~Util - Set Deadlines Thu 12/19 12:42 PM
ORDER: Now that the Motion to Exclude Defendant's Post-Exhaustion Evidence and Objections to Proposed ERISA Record (DE21 ) has been ruled on, the Court SETS the deadline to file dispositive motions for 1/21/2025. Text entry by Judge Gretchen S Lund on 12/19/2024. (jss)
Related: [-]
26 26 8 pgs order Order on Motion for Miscellaneous Relief Thu 12/19 12:32 PM
OPINION AND ORDER: Plaintiffs Motion to Exclude Post-Exhaustion Evidence from ERISA Record and Objections to Proposed ERISA Record (DE21 ) is GRANTED. The record before this Court is limited to evidence gathered and submitted before the claim was deemed exhausted on September 14, 2023. Signed by Judge Gretchen S Lund on 12/19/2024. (jss)
Related: [-]
Tuesday, July 02, 2024
25 25 order Order on Motion for Extension of Time to File Tue 07/02 4:05 PM
ORDER for Magistrate Susan Collins: The Joint Motion24 For Extension of Deadline to File Dispositive Motions is granted. Parties have thirty (30) days after the ruling on the pending Motion to Exclude Defendant's Post-Exhaustion Evidence and Objections to Proposed ERISA Record (ECF21 ), to file dispositive motions. Text entry order. (ash)
Related: [-]
Monday, July 01, 2024
24 24 motion Extension of Time to File Document Mon 07/01 1:22 PM
Joint MOTION for Extension of Time to File Dispositive Motions by Defendant Reliance Standard Life Insurance Company.(Bachrach, Joshua)
Related: [-]
Att: 1 Certificate of Service
Tuesday, May 07, 2024
23 23 respm Reply to Response to Motion Tue 05/07 4:14 PM
REPLY to Response to Motion re21 MOTION to Exclude Post-Exhaustion Evidence from ERISA Record and Objections to Proposed ERISA Record filed by Megan King. (Breazeale PHV, Noah)
Related: [-]
Tuesday, April 30, 2024
22 22 respm Response to Motion Tue 04/30 10:41 AM
RESPONSE to Motion re21 MOTION to Exclude Post-Exhaustion Evidence from ERISA Record and Objections to Proposed ERISA Record in Opposition filed by Reliance Standard Life Insurance Company. (Bachrach, Joshua)
Related: [-]
Monday, April 22, 2024
21 21 motion Miscellaneous Relief Mon 04/22 5:22 PM
MOTION to Exclude Post-Exhaustion Evidence from ERISA Record and Objections to Proposed ERISA Record by Plaintiff Megan King.(Breazeale PHV, Noah)
Related: [-]
Att: 1 Exhibit 1- Copy of Plaintiff's Appeal Letter,
Att: 2 Exhibit 2- Copy of Plaintiff's Letter dated September 14, 2023,
Att: 3 Exhibit 3- Copy of Reliance Standard's Letter dated September 26, 2023,
Att: 4 Exhibit 4- Copy of Reliance Standard's Letter dated November 6, 2023,
Att: 5 Exhibit 5- Copy of Plaintiff's Letter dated November 21, 2023,
Att: 6 Exhibit 6- Copy of Reliance Standard's Letter dated January 26, 2024,
Att: 7 Exhibit 7- Copy of Plaintiff's Letter dated February 7, 2024
Thursday, April 11, 2024
20 20 order Order ~Util - Terminate Motions ~Util - Set Deadlines Thu 04/11 1:49 PM
ORDER for Magistrate Judge Susan Collins: The19 Joint Motion for Extension of Deadline to Object to the Contents of the ERISA Record and Stay of Other Case Deadlines is granted. The deadline for filing objections to the ERISA administrative record is extended to 4/22/2024. Discovery deadline is 6/6/2024. Dispositive motions to be filed by 7/8/2024. Text entry order.(mr)
Related: [-]
Wednesday, April 10, 2024
19 19 motion Extension of Time to File Document Wed 04/10 12:37 PM
Joint MOTION for Extension of Time to File Objections to the Contents of the ERISA Record and for Stay of Other Case Deadlines by Plaintiff Megan King. (Breazeale PHV, Noah)
Related: [-]
Monday, March 25, 2024
18 18 3 pgs order Order Reassigning Case Mon 03/25 7:04 PM
ORDER REASSIGNING CASE. Case reassigned to Judge Gretchen S Lund for all further proceedings. Chief Judge Holly A Brady no longer assigned to case. Signed by Chief Judge Holly A Brady on 3/25/24. (ksc)
Related: [-]
Wednesday, January 31, 2024
17 17 order Scheduling Order Wed 01/31 3:02 PM
SCHEDULING ORDER AND MEMORANDUM OF PRELIMINARY PRETRIAL CONFERENCE: Defendant shall serve the administrative record by 03/01/2024. The last date for the completion of all fact and expert discovery is 05/30/2024. The last date to seek leave of Court to amend the pleadings as to Plaintiff is 03/15/2024; as to Defendant is 03/15/2024. The deadline to file any dispositive motions is 06/30/2024, with any response due 28 days thereafter and any reply due 14 days after the filing of a response, consistent with Local Rule 56-1(b) and (c). The parties are to file a Notice with the Court of advising of their selection of a mediator should the matter proceed with mediation. Signed by Magistrate Judge Susan L Collins on 01/31/2024. (jdb)
Related: [-]
16 16 minutes Pretrial Conference - Preliminary - customized ddls & hrgs Wed 01/31 2:27 PM
TELEPHONIC RULE 16 PRELIMINARY PRETRIAL CONFERENCE held on 1/31/2024 before Magistrate Judge Susan L Collins. Pla appeared by atty Noah Breazeale. Dft appeared by atty Joshua Bachrach. The15 Report of the Parties Planning Meeting is approved in all respects (except establishment of a trial date). Parties are directed to file a Notice with the Court advising of their selection of a mediator should the matter proceed with mediation. (FTR 1st floor.) (mr)
Related: [-]
Friday, January 26, 2024
15 15 misc Report of Rule 26f Planning Meeting Fri 01/26 2:27 PM
REPORT of Rule 26(f) Planning Meeting. (Breazeale PHV, Noah)
Related: [-]
Tuesday, December 19, 2023
14 14 order Order ~Util - Terminate Motions ~Util - Set Hearings 1 - Terminate Hearings Tue 12/19 2:27 PM
ORDER for Magistrate Judge Susan Collins: The13 Joint Motion to Reschedule Initial Case Management Conference to on or After 1/22/2024 is granted. The telephonic Rule 16 Preliminary Pretrial Conference set for 1/9/2024 at 11:00 am is VACATED and RESET for 1/31/2024 at 11:00 am. To connect to the conference, Parties should dial 833-568-8864, enter meeting ID: 161 6325 2172#, push # to skip entry of participant ID and enter passcode 039039# at least five minutes before the conference start time.(mr)
Related: [-]
Monday, December 18, 2023
13 13 motion Miscellaneous Relief Mon 12/18 3:33 PM
Joint MOTION to Reschedule Initial Case Management Conference re11 Notice of Hearing/Deadlines, by Plaintiff Megan King. (Breazeale PHV, Noah)
Related: [-]
Wednesday, November 29, 2023
12 12 misc Mag Consent Forms Sent - Standard with pptc - form will be generated Wed 11/29 9:27 AM
MAGISTRATE JUDGE CONSENT FORMS sent to all parties. (mr)
Related: [-]
11 11 notice Notice of Hearing/Deadlines Wed 11/29 9:26 AM
NOTICE of Hearing: Telephonic Rule 16 Preliminary Pretrial Conference set for 1/9/2024 at 11:00 AM in US District Court - Fort Wayne before Magistrate Judge Susan L Collins. To connect to the conference, Parties should dial 833-568-8864, enter meeting ID: 161 6325 2172#, push # to skip entry of participant ID and enter passcode 039039# at least five minutes before the conference start time. (mr)
Related: [-]
Monday, November 20, 2023
10 10 answer Answer to Complaint Mon 11/20 3:41 PM
Amended ANSWER to1 Complaint, with Affirmative Defenses by Reliance Standard Life Insurance Company.(Bachrach, Joshua)
Related: [-]
9 9 misc Corporate Disclosure Statement Mon 11/20 10:03 AM
Corporate Disclosure Statement by Reliance Standard Life Insurance Company identifying Corporate Parent Tokio Marine Holdings Inc. for Reliance Standard Life Insurance Company.. (Bachrach, Joshua)
Related: [-]
Thursday, November 16, 2023
8 8 order Order ~Util - Set Deadlines Thu 11/16 3:37 PM
ORDER for Magistrate Judge Susan Collins: Defendant is ordered to file an Amended Corporate Disclosure Statement that complies with General Order 2023-06 on or before 11/28/2023. The6 Corporate Disclosure Statement is noncompliant. Text entry order.(mr)
Related: [-]
7 7 order Order ~Util - Set Deadlines Thu 11/16 3:34 PM
ORDER for Magistrate Judge Susan Collins: Defendant is ordered to file an Amended Answer on or before 11/28/2023 as the Answer filed in5 is noncompliant with Local Rule 10-1. Text entry order.(mr)
Related: [-]
Wednesday, November 15, 2023
6 6 misc Corporate Disclosure Statement Wed 11/15 11:50 AM
Corporate Disclosure Statement by Reliance Standard Life Insurance Company identifying Corporate Parent Tokio Marine Holdings Inc for Reliance Standard Life Insurance Company.. (Bachrach, Joshua)
Related: [-]
5 5 answer Answer to Complaint Wed 11/15 11:44 AM
ANSWER to1 Complaint, with Affirmative Defenses by Reliance Standard Life Insurance Company.(Bachrach, Joshua)
Related: [-]
Thursday, November 02, 2023
4 4 3 pgs order Order on Attorney Application to Appear Pro Hac Vice Fri 11/03 8:29 AM
ORDER granting3 Application to Appear Pro Hac Vice of Attorney Noah A Breazeale PHV for Megan King. Signed by Magistrate Judge Susan L Collins on 11/2/2023. (ace)
Related: [-]
Tuesday, October 31, 2023
3 3 motion Attorney Application to Appear Pro Hac Vice Tue 10/31 11:30 AM
Application for Attorney Noah A. Breazeale to Appear Pro Hac Vice on behalf of Megan King. Pro Hac Vice fee of $ 96 has been received, receipt number AINNDC-5399205(Breazeale, Noah)
Related: [-]
Att: 1 Certificate of Good Standing
Friday, October 20, 2023
2 2 service Summons Issued Fri 10/20 10:29 AM
Summons Issued as to Reliance Standard Life Insurance Company. NOTE:The attached document is accessible by court personnel only. Summons forms that were electronically submitted to the court for issuance will be returned to counsel via e-mail. (jld)
Related: [-]
utility Add and Terminate Judges Fri 10/20 10:28 AM
Chief Judge Holly A Brady and Magistrate Judge Susan L Collins added. (NEW CASE) (jld)
Related: [-]
Thursday, October 19, 2023
1 1 cmp Complaint Thu 10/19 10:57 AM
COMPLAINT against Reliance Standard Life Insurance Company( Filing fee $ 402 receipt number AINNDC-5388548.), filed by Megan King.(Breazeale, Noah)
Related: [-]
Att: 1 Exhibit A - Policy,
Att: 2 Exhibit B - Reliance Standard Life Insurance Company Letter,
Att: 3 Civil Cover Sheet,
Att: 4 Summons