Metzgar v. U.A. Plumbers and Steamfitters Local No. 22 Pension Fund

District Court, W.D. New York

Metzgar v. U.A. Plumbers and Steamfitters Local No. 22 Pension Fund

Trial Court Opinion

SEER, UNITED STATES DISTRICT COURT Ss vA WESTERN DISTRICT OF NEW YORK a eagnaa sss GARY METZGAR, et al., Plaintiffs, v. 13-cv-85 (JLS) (LGF) U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 PENSION FUND, et al., Defendants.

DECISION AND ORDER Plaintiffs commenced this action on January 25, 2018, alleging that Defendants violated ERISA when they required Plaintiffs to choose between ceasing certain post-retirement employment and foregoing special early retirement benefits. See generally Dkt. 1. Specifically, Plaintiffs claim that Defendants (1) violated ERISA’s anti-cutback rule, (2) wrongfully denied Plaintiffs benefits under ERISA, and (3) breached their fiduciary duty to Plaintiffs under ERISA when—after Defendants determined that their prior interpretation of the pension plan, which allowed certain post-retirement employment and simultaneous receipt of special early retirement benefits, was incorrect—they reinterpreted the plan to require Plaintiffs to choose between that post-retirement employment and those special

early retirement benefits.! See Dkt. 1, at 6-14. Plaintiffs alternatively seek declaratory judgment based on the same facts. See Dkt. 1, at 14. After several years of discovery and motion practice, both Defendants and Plaintiffs moved for summary judgment on February 1, 2018. Dkts. 98-109. Plaintiffs also moved for leave to file an supplemental complaint (Dkt. 110) and for a preliminary injunction (Dkt. 111) the same day. Each party opposed the other's motion for summary judgment. Dkts. 115, 116, 118, 119. Defendants also opposed Plaintiffs’ motion for leave to file a supplemental complaint (Dkt 114) and motion for preliminary injunction (Dkt. 117). Each party filed a reply in further support of its motion for summary judgment (Dkts. 120, 121), and Plaintiffs replied in further support of their motions for leave to file a supplemental complaint (Dkt. 122) and for a preliminary injunction (Dkt. 123). United States Magistrate Judge Leslie G. Foschio—to whom the case was referred for all proceedings under

28 U.S.C. §§ 636

(b)(1)(A), (B), and (C)2—issued a combined Report and Recommendation (R&R) and Decision and Order on March 28, 2019. Dkt. 1389. The Decision and Order, which is not at issue here, denied

1 In their objections, Plaintiffs suggest an alternate theory for their breach-of- fiduciary duty claim: that Defendants breached their fiduciary duty by “advising Plaintiffs of their right to retire.” See Dkt. 142, at 40. Plaintiffs appear to raise this theory for the first time in their objections. 2 Hon. Richard J. Arcara, who originally was assigned to this case, issued this dispositive referral order. Dkt. 40. The case then was reassigned—first to Hon. Lawrence J. Vilardo on December 4, 2015, and then to the undersigned on February 18, 2020. Dkts. 42, 148.

Plaintiffs leave to file a supplemental complaint. See Dkt. 139, at 55-61. The R&R recommended that this Court: (1) grant Defendants summary judgment; (2) deny Plaintiffs summary judgment; (3) deny Plaintiffs a preliminary injunction; and (4) grant Defendants’ request to withdraw their counterclaim.®

Id. at 66

. Plaintiffs objected to the R&R on May 10, 2019. Dkt. 142. They object to the recommendations that the Court deny them summary judgment and grant Defendants summary judgment—and object to the “[e]ntire” R&R with respect to those motions. See

id. at 3

. See also Dkt. 147, at 1 (“Plaintiffs challenge[] almost every conclusion made in the [R&R] ....”). Plaintiffs did not object to the recommendation that the Court deny their motion for preliminary injunction. See generally Dkt. 142. Defendants responded in opposition to Plaintiffs’ objections on June 3, 2019, and Plaintiffs replied on June 17, 2019. Dkts. 145, 147. A district court may accept, reject, or modify the findings or recommendations of a magistrate judge.

28 U.S.C. § 636

(b)(1); Fed. R. Civ. P. 72(b)(3). A district court must conduct a de novo review of those portions of a magistrate judge’s recommendation to which objection is made.

28 U.S.C. § 686

(b)(1); Fed. R. Civ. P. 72(b)(8). This Court conducted an extensive and careful review of the R&R, the briefing on objections, and the relevant record. Based on that de novo review, the Court accepts and adopts Judge Foschio’s recommendation to grant Defendants’

3 Because Plaintiffs neither responded to nor opposed Defendants’ request to withdraw their counterclaim, the R&R recommends dismissing the counterclaim under Federal Rule of Civil Procedure 41(a)(2). See

id. at 52-54

.

motion for summary judgment, deny Plaintiffs’ motion for summary judgment, deny Plaintiffs’ motion for preliminary injunction, and grant Defendants’ request to withdraw their counterclaim. For the reasons stated above and in the R&R, the Court: 1. GRANTS Defendants’ motion for summary judgment (Dkt. 98); 2. DENIES Plaintiffs’ motion for summary judgment (Dkt. 101); 3. DENIES Plaintiffs’ motion for preliminary injunction (Dkt. 111); and 4. GRANTS Defendants’ request to withdraw their counterclaim. Plaintiffs’ claims and Defendants’ counterclaim are dismissed, with prejudice. The Clerk of Court shall close this case. SO ORDERED.

Dated: October 7, 2020 Buffalo, New York f Qa ( yl LA - Zire te SB JOHN L. SINATRA, JR. UNITED STATES DISTRICT JUDGE

4 Although not required to do so here—where neither party objected to the recommendation regarding Plaintiffs’ motion for preliminary injunction or Defendants’ request to withdraw their counterclaim—the Court nevertheless reviewed those portions of the R&R as well. See Thomas v. Arn,

474 U.S. 140

, 149- 50 (1985).

Reference

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