Name: Johnson, Phyllis v. Meriter Health Services Employee Retirement Plan et al :: Wisconsin Western District Court :: Federal Civil Lawsuit No. 3:10-cv-00426, Judge William M. Conley presiding
Creator: Wisconsin Western District Court
Published: 2010-07-30
License: https://creativecommons.org/publicdomain/mark/1.0/
Keywords: court documents, legal case, docket, PACER, Wisconsin Western District Court

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489	Filed: 7/10/2015, Entered: None	Amend/Correct

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488	Filed: 7/10/2015, Entered: None	Notice of Appearance

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487	Filed: 1/9/2015, Entered: None	Transcript

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487	Filed: 1/8/2015, Entered: None
	Transcript of Settlement Hearing, held 1/5/15 before Judge William M. Conley. Court Reporter: CS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (jat) (Entered: 01/09/2015)
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486	Filed: 1/7/2015, Entered: None	Judgment

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485	Filed: 1/7/2015, Entered: None	Proposed Judgment

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484	Filed: 1/6/2015, Entered: None	Letter

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484	Filed: 1/5/2015, Entered: None
	Letter from Duane Beczkiewicz withdrawing his objection 470 . (Attachments: # 1 Envelope) (jat) (Entered: 01/06/2015)
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483	Filed: 1/5/2015, Entered: None	Order on Motion to Approve Settlement Agreement

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482	Filed: 1/5/2015, Entered: None	Settlement Approval Hearing

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481	Filed: 1/5/2015, Entered: None	Notice (Other)

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480	Filed: 12/30/2014, Entered: None	Letter

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479	Filed: 12/29/2014, Entered: None	Supplement

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478	Filed: 11/21/2014, Entered: None	Declaration

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477	Filed: 11/21/2014, Entered: None	Declaration

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476	Filed: 11/21/2014, Entered: None	Declaration

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475	Filed: 11/21/2014, Entered: None	Declaration

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474	Filed: 11/21/2014, Entered: None	Declaration

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473	Filed: 11/21/2014, Entered: None	Declaration

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472	Filed: 11/21/2014, Entered: None	Brief in Support

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471	Filed: 11/21/2014, Entered: None	Approve Settlement Agreement

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470	Filed: 11/20/2014, Entered: None	Objection to Class Action Settlement

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469	Filed: 11/13/2014, Entered: None	Objection to Class Action Settlement

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468	Filed: 11/10/2014, Entered: None	Letter

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467	Filed: 10/16/2014, Entered: None
	TEXT ONLY ORDER The parties' joint motion for an extension of time within which to complete the sending of mailed notice (dkt. # 464 ) is GRANTED. Signed by District Judge William M. Conley on 10/16/14. (jat) (Entered: 10/16/2014)
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466	Filed: 10/16/2014, Entered: None	Declaration

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465	Filed: 10/16/2014, Entered: None	Declaration

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464	Filed: 10/16/2014, Entered: None	extension of time

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463	Filed: 9/18/2014, Entered: None
	TEXT ONLY ORDER The court is in receipt of defendants' unopposed motion for approval of defendants' proposed CAFA notice (dkt. # 462 ), which is GRANTED. The mailing of defendants' proposed CAFA notice (dkt. #462-1) satisfies defendants' obligations under CAFA, 28 U.S.C. Â§ 1715. In its order preliminarily approving the parties' class action settlement, the court mistakenly referred to the Mailed Notice to class members as the CAFA notice. The court further amends Paragraph C.5(a) of that order (dkt. # 461 ) to reflect that the CAFA notice may be found at dkt. #462-1. Signed by District Judge William M. Conley on 9/18/14. (jat) (Entered: 09/18/2014)
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462	Filed: 9/17/2014, Entered: None	Miscellaneous Relief

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461	Filed: 9/17/2014, Entered: None	Order on Motion to Approve Settlement Agreement

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460	Filed: 9/15/2014, Entered: None	Declaration

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459	Filed: 9/15/2014, Entered: None	Declaration

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458	Filed: 9/15/2014, Entered: None	Brief in Support

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457	Filed: 9/15/2014, Entered: None	Approve Settlement Agreement

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456	Filed: 9/8/2014, Entered: None
	TEXT ONLY ORDER The parties' joint motion for extension of time to file motion for preliminary approval and settlement materials (dkt. # 455 ) is GRANTED. The materials are now due on or before Monday, September 15, 2014. No further extensions will be given absent good cause shown. Signed by District Judge William M. Conley on 9/8/14. (jat) (Entered: 09/08/2014)
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455	Filed: 9/8/2014, Entered: None	extension of time

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454	Filed: 7/22/2014, Entered: None
	Minute Entry for proceedings held before Magistrate Judge Peter A. Oppeneer: Settlement Conference held on 7/22/2014 [8:00] (jaf) (Entered: 07/28/2014)
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453	Filed: 7/23/2014, Entered: None
	TEXT ONLY ORDER The parties joint motion to stay further proceedings pending the filing of a motion for preliminary approval of class action (dkt. # 452 ) is GRANTED. The parties shall file the motion for preliminary approval, written settlement agreement and proposed notice to the classes on or before September 8, 2014. Signed by District Judge William M. Conley on 7/23/14. (jat) (Entered: 07/23/2014)
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452	Filed: 7/23/2014, Entered: None	Notice of Settlement

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451	Filed: 7/22/2014, Entered: None
	Deposition Designations, Objections and Counterdesignations by Plaintiff Phyllis Johnson. (Gottesdiener, Eli) (Entered: 07/22/2014)
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450	Filed: 7/22/2014, Entered: None
	Witness List by Plaintiff Phyllis Johnson. (Gottesdiener, Eli) (Entered: 07/22/2014)
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449	Filed: 7/21/2014, Entered: None
	Deposition of Ann Marie Stephens taken on October 4, 2011. (Huang, Albert) (Entered: 07/21/2014)
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448	Filed: 7/21/2014, Entered: None
	Deposition of Susan Kleimann, Ph.D. taken on May 8, 2014. (Gottesdiener, Eli) (Entered: 07/21/2014)
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447	Filed: 7/21/2014, Entered: None
	Deposition of Joyce E. Emerson taken on September 28, 2011. (Cohen, Steven) (Entered: 07/21/2014)
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446	Filed: 7/21/2014, Entered: None
	Deposition of 30(b)(6) Meriter Plan & Plan Sponsor via 30(b)(6) taken on May 28, 2014. (Gottesdiener, Eli) Modified on 7/22/2014. (lak) (Entered: 07/21/2014)
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445	Filed: 7/21/2014, Entered: None
	Deposition of Clark L. Maxam, Ph.D. taken on May 20, 2014. (Cohen, Steven) (Entered: 07/21/2014)
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444	Filed: 7/21/2014, Entered: None
	Deposition of Michele L. McCabe taken on October 3, 2011. (Norgard, Matthew) (Entered: 07/21/2014)
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443	Filed: 7/21/2014, Entered: None
	Deposition of Donna Smith taken on March 13, 2013. (Cohen, Steven) (Entered: 07/21/2014)
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442	Filed: 7/21/2014, Entered: None
	Deposition of Linda L. Muller taken on October 3, 2011. (Norgard, Matthew) (Entered: 07/21/2014)
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441	Filed: 7/21/2014, Entered: None
	Deposition of Krystal J. Wages taken on September 28, 2011. (Huang, Albert) (Entered: 07/21/2014)
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440	Filed: 7/21/2014, Entered: None
	Deposition of Madge E. English taken on September 22, 2011. (Norgard, Matthew) (Entered: 07/21/2014)
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439	Filed: 7/21/2014, Entered: None
	Deposition of Phyllis J. Johnson taken on September 27, 2011. (Cohen, Steven) (Entered: 07/21/2014)
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438	Filed: 7/21/2014, Entered: None
	Deposition of Claudia M. Greco taken on October 4, 2011. (Huang, Albert) (Entered: 07/21/2014)
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437	Filed: 7/21/2014, Entered: None
	Deposition of Mary J. Hansen taken on July 23, 2013. (Huang, Albert) (Entered: 07/21/2014)
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436	Filed: 7/21/2014, Entered: None
	Deposition of Stephen A. Hansen taken on September 27, 2011. (Norgard, Matthew) (Entered: 07/21/2014)
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435	Filed: 7/21/2014, Entered: None
	Deposition of Gary W. Weston taken on June 27, 2013. (Cohen, Steven) (Entered: 07/21/2014)
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434	Filed: 7/21/2014, Entered: None
	Final Pretrial Conference Report by Plaintiff Phyllis Johnson (Attachments: # 1 Exhibit 1 - Stipulated Facts, # 2 Exhibit 2 - Prospective Witnesses (Also see 450 .), # 3 Exhibit 3 - Contested Issues of Law, # 4 Exhibit 4 - Deposition Designations (Also see 451 .) (Gottesdiener, Eli) Modified on 7/22/2014. (lak) (Entered: 07/21/2014)
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433	Filed: 7/21/2014, Entered: None
	Proposed Special Verdict - Liability by Plaintiff Phyllis Johnson. (Gottesdiener, Eli) (Entered: 07/21/2014)
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432	Filed: 7/18/2014, Entered: None
	Errata Sheet to 424 Deposition. (Gottesdiener, Eli) (Entered: 07/18/2014)
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431	Filed: 7/18/2014, Entered: None
	Errata Sheet to 425 Deposition. (Gottesdiener, Eli). (Entered: 07/18/2014)
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430	Filed: 7/11/2014, Entered: None
	OPINION AND ORDER denying 383 Motion to Strike ; denying 428 Motion for Entry of Judgment under Rule 54(b). Summary Judgment decision 415 is amended. Procedures and deadlines in advance of the trial set. Signed by District Judge William M. Conley on 7/11/14. (jat) (Entered: 07/11/2014)
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429	Filed: 7/11/2014, Entered: None
	Transcript of Telephonic Status Conference, held 7/10/14 before Judge William M. Conley. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (jat) (Entered: 07/11/2014)
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428	Filed: 7/8/2014, Entered: None
	MOTION FOR ENTRY OF JUDGMENT under Rule 54(b) for Group 2 and Group 3 Plaintiffs and Motion by All Plaintiffs to Continue the July 28, 2014 Trial Date, filed by all Plaintiffs. (Gottesdiener, Eli) Modified on 7/8/2014. (arw) (Entered: 07/08/2014)
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427	Filed: 7/8/2014, Entered: None
	TEXT ONLY ORDER ORDER granting 426 Motion to Admit Christopher J. Boran Pro Hac Vice. Signed by Magistrate Judge Peter A. Oppeneer on 7/8/2014. (lak) (Entered: 07/08/2014)
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426	Filed: 7/8/2014, Entered: None
	Motion to Admit Christopher J. Boran Pro Hac Vice. ( Pro Hac Vice fee $ 50 receipt number 0758-1378137.) by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Boran, Christopher) (Entered: 07/08/2014)
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425	Filed: 7/8/2014, Entered: None
	Deposition of Clark Maxam taken on May 20, 2014. (Russell, Matthew) (Entered: 07/08/2014)
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424	Filed: 7/8/2014, Entered: None
	Deposition of Lawrence Deutsch taken on May 29, 2014. (Russell, Matthew) (Entered: 07/08/2014)
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423	Filed: 7/7/2014, Entered: None
	Deposition of Clark Maxam taken on May 20, 2014. (Russell, Matthew) Modified on 7/8/2014: See 425 for condensed version. (lak) (Entered: 07/07/2014)
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422	Filed: 7/7/2014, Entered: None
	Deposition of Lawrence Deutsch taken on May 29, 2014. (Russell, Matthew) Modified on 7/8/2014: See 424 for condensed version. (lak) (Entered: 07/07/2014)
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421	Filed: 7/7/2014, Entered: None
	Deposition of Meriter and Meriter Plan 30(b)(6) taken on May 28, 2014. (Gottesdiener, Eli) (Entered: 07/07/2014)
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420	Filed: 7/7/2014, Entered: None
	Deposition of Thomas Hoffner & 30(b)(6) of Godfrey & Kahn, s.c. taken on May 22, 2014. (Gottesdiener, Eli) (Entered: 07/07/2014)
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419	Filed: 7/7/2014, Entered: None
	Deposition of Lawrence J. Sher taken on May 30, 2014. (Gottesdiener, Eli) (Entered: 07/07/2014)
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418	Filed: 7/7/2014, Entered: None
	Deposition of Gordon Enderle taken on May 23, 2014. (Gottesdiener, Eli) (Entered: 07/07/2014)
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417	Filed: 7/7/2014, Entered: None
	Deposition of David C. Smith, Ph.D. taken on May 21, 2014. (Gottesdiener, Eli) (Entered: 07/07/2014)
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416	Filed: 7/7/2014, Entered: None
	Deposition of Susan Kleimann, Ph.D. taken on May 8, 2014. (Gottesdiener, Eli) (Entered: 07/07/2014)
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415	Filed: 7/3/2014, Entered: None
	ORDER denying 300 Motion for Partial Summary Judgment ; granting in part and denying in part 302 Motion for Partial Summary Judgment Signed by District Judge William M. Conley on 07/03/2014. (mfh) (Entered: 07/03/2014)
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414	Filed: 7/2/2014, Entered: None
	Exhibit List by Plaintiff Phyllis Johnson. (Attachments: # 1 Exhibit - Documents Plaintiffs May Offer If the Need Arises) (Gottesdiener, Eli) Modified on 7/3/2014. (lak) (Entered: 07/02/2014)
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413	Filed: 6/27/2014, Entered: None
	Rule 26(a)(3) Pretrial Disclosures by Plaintiff Phyllis Johnson (Attachments: # 1 Exhibit 1 - Deposition Designations, # 2 Exhibit 2 - Documents Plaintiffs Expect to Offer (See 414 .), # 3 Exhibit 3 - Documents Plaintiffs May Offer (See 414 .) (Gottesdiener, Eli) Modified on 6/30/2014: Exhibits 2 and 3 to be refiled as Exhibit Lists using the court's form. (lak) (Entered: 06/27/2014)
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412	Filed: 6/26/2014, Entered: None
	Joint Stipulation to The Authenticity and Admissibility of Plaintiffs' Summary Judgment Exhibits (Corrected) by Plaintiff Phyllis Johnson. (Attachments: # 1 Exhibit Table 1, # 2 Exhibit Table 2, # 3 Exhibit Table 3, # 4 Exhibit Table 4, # 5 Exhibit Table 5) (Norgard, Matthew) (Entered: 06/26/2014)
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411	Filed: 5/30/2014, Entered: None
	Joint Stipulation to The Authenticity and Admissibility of Plaintiffs' Summary Judgment Exhibits by Plaintiff Phyllis Johnson, Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit Table 1, # 2 Exhibit Table 2, # 3 Exhibit Table 3, # 4 Exhibit Table 4, # 5 Exhibit Table 5) (Gottesdiener, Eli) (Entered: 05/30/2014)
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410	Filed: 5/23/2014, Entered: None
	Notice by Plaintiff Phyllis Johnson re 392 Order on Motion for Leave to File, Order on Motion in Limine Concerning Recommendations of Neutral Actuaries to Assist the Court. (Gottesdiener, Eli) (Entered: 05/23/2014)
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409	Filed: 5/23/2014, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re 392 Order on Motion for Leave to File, Order on Motion in Limine Notice of Proposed Neutral Expert Witnesses. (Attachments: # 1 Exhibit A - CV of J. Moore, # 2 Exhibit B - CV of D. Segal, # 3 Exhibit C - CV of V. Amoroso) (Jackson, Charles) (Entered: 05/23/2014)
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408	Filed: 5/23/2014, Entered: None
	TEXT ONLY ORDER The court is in receipt of defendants' motion for protective order seeking to bar plaintiffs' sweeping and last-minute 30(b)(6) deposition notice (dkt. # 399 ), as well as plaintiffs' opposition (dkt. # 407 ). Defendants' motion is well-taken given the unreasonable scope and breadth of the matters noticed for deposition and the impending May 30th discovery deadline. On the other hand, plaintiffs' offer in opposition to narrow the actual deposition to topics A and B set forth in the 30(b)(6) notice goes a long way to ameliorate the court's original concerns. Accordingly, defendants' motion is GRANTED IN PART AND DENIED IN PART as follows: (1) the 30(b)(6) deposition should proceed on May 28, 2014, with respect to the documents covered by topics A and B only; (2) defendants shall make a good faith effort to produce a witness or witnesses capable of addressing the general authenticity, source and creation of those documents; and (3) defendants are not required to produce any additional documents in response to the notice in light of the untimeliness of any such request. Signed by District Judge William M. Conley on 5/23/14. (jat) (Entered: 05/23/2014)
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407	Filed: 5/22/2014, Entered: None
	Brief in Opposition by Plaintiff Phyllis Johnson re: 399 Motion for Protective Order filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Attachments: # 1 Exhibit Ex. 1, Pls. 5/5/14 Email, # 2 Exhibit Ex. 2, Defs. 5/14/14 Email, # 3 Exhibit Ex. 3, Pls. Notice of Deposition and Topics, # 4 Exhibit Ex. 4, Defs. 5/19/14 Ltr.) (Gottesdiener, Eli) (Entered: 05/22/2014)
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406	Filed: 5/22/2014, Entered: None
	Motion for Extension of Time by Plaintiff Phyllis Johnson. Response due 5/29/2014. (Gottesdiener, Eli) (Entered: 05/22/2014)
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405	Filed: 5/22/2014, Entered: None
	Notice of Withdrawal of Counsel by William J. Delany re: Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Delany, William) (Entered: 05/22/2014)
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404	Filed: 5/22/2014, Entered: None
	TEXT ONLY ORDER On May 21, 2014, the court held a telephonic hearing on plaintiffs' motion for protective order barring counsel for non-party witness Thomas Hoffner from making objections at second day of Hoffner's deposition and sanctioning his counsel for improper conduct during the first day of questioning. (Dkt. # 393 .) For the reasons stated on the record, that motion is DENIED. The court will however participate in the second day of Hoffner's deposition via telephone to monitor counsel's conduct. Signed by District Judge William M. Conley on 5/22/14. (jat) (Entered: 05/22/2014)
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403	Filed: 5/21/2014, Entered: None
	Notice to Take Deposition of Godfrey & Kahn, S.C. by Plaintiff Phyllis Johnson. (Attachments: # 1 Exhibit Subpoena, # 2 Exhibit Attachment, # 3 Exhibit Chart 1, # 4 Exhibit Chart 2, # 5 Exhibit Chart 3, # 6 Exhibit Proof of Service, # 7 Exhibit 5/13/14 Cover Letter to Boies) (Gottesdiener, Eli) (Entered: 05/21/2014)
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402	Filed: 5/21/2014, Entered: None
	Transcript of Telephonic Motion Hearing, held 5/21/14 before Judge William M. Conley. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (jat) (Entered: 05/21/2014)
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401	Filed: 5/21/2014, Entered: None
	Letter to the court from counsel for interested party Thomas Hoffner.(Attachments: # 1 copy of 5/15/14 letter to Gottesdiener Law Firm) (krj) (Entered: 05/21/2014)
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400	Filed: 5/21/2014, Entered: None
	Declaration of David A. Gomez filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 399 Motion for Protective Order (Attachments: # 1 Exhibit 1 - Notice of 30(b)(6) Depositions, # 2 Exhibit 2 - 5/19/14 Email, # 3 Exhibit 3 - Defendants' Objections and Responses to Plaintiffs' Discovery Requests per 2/8/2013 Order) (Gomez, David) Modified on 5/22/2014 (jaf). (Entered: 05/21/2014)
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399	Filed: 5/21/2014, Entered: None
	Motion for Protective Order by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Jackson, Charles) (Entered: 05/21/2014)
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398	Filed: 5/21/2014, Entered: None
	Brief in Opposition by Interested Party Thomas Hoffner re: 393 Motion for Protective Order filed by Phyllis Johnson. (Attachments: # 1 Cover Letter) (krj) (Entered: 05/21/2014)
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397	Filed: 5/21/2014, Entered: None
	Brief in Reply by Plaintiff Phyllis Johnson in Support of 393 Motion for Protective Order, REGARDING CONDUCT OF DEPOSITION OF THIRD-PARTY WITNESS THOMAS HOFFNER (Gottesdiener, Eli) (Entered: 05/21/2014)
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396	Filed: 5/21/2014, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 393 Motion for Protective Order, filed by Phyllis Johnson (Kmoch, Jeffrey) (Entered: 05/21/2014)
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395	Filed: 5/20/2014, Entered: None
	TEXT ONLY ORDER Telephone Motion Hearing set for 5/21/2014 at 01:00 PM before Judge William M. Conley. Counsel for Plaintiff responsible for setting up the call to chambers at (608) 264-5087, to include Mr. Boies. Signed by District Judge William M. Conley on 05/20/2014. (mfh) (Entered: 05/20/2014)
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394	Filed: 5/20/2014, Entered: None
	Response to 390 Notice of Supplemental Authority by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Kmoch, Jeffrey) Modified on 5/21/2014. (lak) (Entered: 05/20/2014)
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393	Filed: 5/20/2014, Entered: None
	Motion for Protective Order Barring Counsel for Non-Party Witness Thomas Hoffner from Making Objections at Second Day of Hoffner's Deposition, and Sanctioning Counsel for Improper Conduct During the First Day of Questioning by Plaintiff Phyllis Johnson. (Attachments: # 1 Exhibit 1 - 2014-05-19 Letter to Wilber Boies, # 2 Exhibit 2 - 2014-05-19 Email from Wilber Boies, # 3 Exhibit 3 - Article) (Gottesdiener, Eli) Modified on 5/21/2014. (lak) (Entered: 05/20/2014)
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392	Filed: 5/16/2014, Entered: None
	ORDER granting 359 Motion for Leave to File; granting in part and denying in part 360 Motion in Limine. Order amends the earlier scheduling order. Signed by District Judge William M. Conley on 5/16/14. (jat) (Entered: 05/19/2014)
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391	Filed: 5/16/2014, Entered: None
	Transcript of Telephonic Status Conference, held 5/16/14 before Judge William M. Conley. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (jat) (Entered: 05/16/2014)
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390	Filed: 5/15/2014, Entered: None
	Notice of Supplemental Authority by Plaintiff Phyllis Johnson re 300 MOTION FOR PARTIAL SUMMARY JUDGMENT ., 354 Brief in Opposition, Regarding Defendants' Affirmative Limitations Defense. (Gottesdiener, Eli) (Entered: 05/15/2014)
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389	Filed: 5/6/2014, Entered: None
	TEXT ONLY ORDER ORDER granting 387 Motion for a Court Conference. Telephone Status Conference set for 5/16/2014 at 10:00 AM before Judge William M. Conley. Counsel for Defendant responsible for setting up the call to chambers at (608) 264-5087. Signed by District Judge William M. Conley on 5/6/14. (jat) Modified on 5/6/2014 (jat). (Entered: 05/06/2014)
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388	Filed: 5/5/2014, Entered: None
	Brief in Opposition by Plaintiff Phyllis Johnson re: 387 Motion for Miscellaneous Relief filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Plaintiffs' Response to Defendants' Motion for a Court Conference (Gottesdiener, Eli) (Entered: 05/05/2014)
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387	Filed: 5/5/2014, Entered: None
	Motion for a Court Conference by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 5/12/2014. (Jackson, Charles) (Entered: 05/05/2014)
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386	Filed: 4/16/2014, Entered: None
	Declaration of Michael B. Preston, E.A. filed by Plaintiff Phyllis Johnson re: 383 Motion to Strike, (Attachments: # 1 Exhibit Exhibit 1 - Preston C.V.) (Huang, Albert) (Entered: 04/16/2014)
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385	Filed: 4/16/2014, Entered: None
	Declaration of Lawrence Deutsch, E.A. filed by Plaintiff Phyllis Johnson re: 383 Motion to Strike, (Attachments: # 1 Exhibit 1 - 4/14/14 Email) (Gottesdiener, Eli) (Entered: 04/16/2014)
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384	Filed: 4/16/2014, Entered: None
	Brief in Opposition by Plaintiff Phyllis Johnson re: 383 Motion to Strike, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 04/16/2014)
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383	Filed: 4/11/2014, Entered: None
	Motion to Strike , Order Supplementation of Certain Damages Testimony, or Defer Defendants' Rebuttal Deadline by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 4/18/2014. (Attachments: # 1 Exhibit A - Deutsch Damages Report, # 2 Exhibit B - 2.24.2010 Damages Report in Ruppert v. Alliant, # 3 Exhibit C - 7.1.2009 Damages Report in Thompson v. S.C. Johnson) (Jackson, Charles) (Entered: 04/11/2014)
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382	Filed: 3/31/2014, Entered: None
	TEXT ONLY ORDER Defendants' motion for leave to file a reply in support of their motion for leave to amend their answer (dkt. # 380 ) and defendants' motion for leave to file a reply in support of their motion in limine and to strike testimony of Lawrence Deutsch (dkt. # 381 ) are both GRANTED only because of the absurdly voluminous and overblown responses by plaintiffs' counsel. No further briefs on these motions will be accepted by either party. Signed by District Judge William M. Conley on 3/31/14. (jat) (Entered: 03/31/2014)
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381	Filed: 3/28/2014, Entered: None
	Motion for Leave to File a Reply In Support of their Motion in Limine and to Strike Testimony of Lawrence Deutsch by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit 1 - Defendants' [Proposed] Reply in Support of Motion in Limine and to Strike Testimony of Lawrence Deutsch, # 2 Exhibit A to the [Proposed] Reply in Support of Motion to Strike (Order in Stewart v. AT&T, Inc.)) (Jackson, Charles) (Entered: 03/28/2014)
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380	Filed: 3/28/2014, Entered: None
	Motion for Leave to File A Reply In Support Of Their Motion For Leave To Amend Their Answer by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit Defendants' [Proposed] Reply In Support Of Their Motion For Leave To Amend The Answer) (Jackson, Charles) (Entered: 03/28/2014)
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379	Filed: 3/21/2014, Entered: None
	Brief in Reply by Plaintiff Phyllis Johnson in Support of 300 Motion for Partial Summary Judgment (Gottesdiener, Eli) (Entered: 03/21/2014)
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378	Filed: 3/21/2014, Entered: None
	Response to Proposed Findings of Fact filed by Plaintiff Phyllis Johnson re: 300 Motion for Partial Summary Judgment. (Huang, Albert) Modified on 3/24/2014. (lak) (Entered: 03/21/2014)
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377	Filed: 3/21/2014, Entered: None
	Reply in Support of Proposed Findings of Fact filed by Plaintiff Phyllis Johnson re: 300 Motion for Partial Summary Judgment (Norgard, Matthew) (Entered: 03/21/2014)
	Request

376	Filed: 3/21/2014, Entered: None
	Exhibit to 375 Declaration, filed by Phyllis Johnson Exhibit 338 - SPD (MP01186-91) (Sealed Document) (Attachments: # 1 Exhibit 339 - 2001-09-26 Pension Plan Issue (MER00151186), # 2 Exhibit 340 - 2001-10-02 Hoffner HW notes (GKA-SUPP00001381) + transcription, # 3 Exhibit 341 - 2001-11-06 Hoffner HW notes (GKA-SUPP00001372-74) + transcription, # 4 Exhibit 342 - 2001-11-19 Cooper email to Enderle re Plan Issues (TPM189047-48), # 5 Exhibit 345 -2001-11-00 HW notes (TPM016304-06), # 6 Exhibit 346 - 2001-11-20 HW notes re Mtg (TPM016307), # 7 Exhibit 347 - 2001-11-20 HW notes re Analysis (TPM016308-10), # 8 Exhibit 348 - 2001-11-20 HW notes re Plan Provisions (TPM016311-15)) (Norgard, Matthew) Modified on 3/24/2014. (lak) (Entered: 03/21/2014)


375	Filed: 3/21/2014, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiff Phyllis Johnson re: 300 Motion for Partial Summary Judgment (Attachments: # 1 Exhibit 334 - 2002-02-28 GUST Application Cover ltr (MER00066181-82), # 2 Exhibit 335 - 2004-11-29 ECPC Mtg Minutes (MER00081140-41), # 3 Exhibit 336 - 2001-11-01 DCES invoices Compilation (MER00130168-72), # 4 Exhibit 337 - 2002 SPD (MPL001891-96), # 5 Exhibit 343 - 1987-05-04 Towers Rtrmnt Plan Study Status (MER00128495-507), # 6 Exhibit 344 - 2001-09-20 Suppl Replacement Ratio Info (MER00089157-70)) (Norgard, Matthew) Modified on 3/24/2014. (lak) (Entered: 03/21/2014)
	Request

374	Filed: 3/21/2014, Entered: None
	Declaration of Lawrence Deutsch, E.A. filed by Plaintiff Phyllis Johnson re: 360 Motion in Limine (Attachments: # 1 Exhibit 1 - Updated Curriculum Vitae, # 2 Exhibit 2 - 2/12/14 Society of Actuaries Examination Program, # 3 Exhibit 3 - Gebhardtsbauer Affidavit in Stewart v. AT&T Pension Benefit Plan, # 4 Exhibit 4 - Amoroso Expert Report in Eaton v. Onan Corp) (Gottesdiener, Eli) Modified on 3/24/2014. (lak) (Entered: 03/21/2014)
	Request

373	Filed: 3/21/2014, Entered: None
	Brief in Opposition by Plaintiff Phyllis Johnson re: 360 Motion in Limine filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) Modified on 3/24/2014. (lak) (Entered: 03/21/2014)
	Request

372	Filed: 3/21/2014, Entered: None
	Brief in Opposition by Plaintiff Phyllis Johnson re: 359 Motion for Leave to File, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 03/21/2014)
	Request

371	Filed: 3/21/2014, Entered: None
	Brief in Reply by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in Support of 302 Motion for Partial Summary Judgment, (Jackson, Charles) (Entered: 03/21/2014)
	Request

370	Filed: 3/21/2014, Entered: None
	Reply in Support of Proposed Findings of Fact filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 302 Motion for Partial Summary Judgment, (Jackson, Charles) (Entered: 03/21/2014)
	Request

369	Filed: 3/21/2014, Entered: None
	Response to Proposed Findings of Fact filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 302 Motion for Partial Summary Judgment, (Jackson, Charles) (Entered: 03/21/2014)
	Request

368	Filed: 3/21/2014, Entered: None
	Supplemental Declaration of Charles C. Jackson filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 302 Motion for Partial Summary Judgment, (Attachments: # 1 Exhibit 1 - (Draft) August 16, 2002 ECPC Meeting Minutes, # 2 Exhibit 2 - June 25, 2002 Pension Design Committee Meeting Minutes) (Jackson, Charles) (Entered: 03/21/2014)
	Request

367	Filed: 3/6/2014, Entered: None
	ORDER granting 365 Motion for Extension of Time. Briefs in Reply to motions for summary judgment # 300 and # 302 due 3/21/2014. Plaintiffs' reply brief is limited to no more than 50 pages and defendants' brief is limited to no more than 25 pages. No further extensions will be provided for any reason. Signed by District Judge William M. Conley on 3/6/14. (jat) (Entered: 03/06/2014)
	Request

366	Filed: 3/6/2014, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 365 MOTION for Extension of Time, filed by Phyllis Johnson (Kmoch, Jeffrey) (Entered: 03/06/2014)
	Request

365	Filed: 3/6/2014, Entered: None
	Motion for Extension of Time (Partially Unopposed) to File a Reply Brief in Support of Motion for Partial Summary Judgment and to Set Briefing on Defendants' Motions to Strike and for Leave to Amend Their Answer, by Plaintiff Phyllis Johnson. Response due 3/13/2014. (Attachments: # 1 Exhibit 1 - 3/5/14 and 3/4/14 Emails) (Gottesdiener, Eli) Modified on 3/7/2014. (lak) (Entered: 03/06/2014)
	Request

364	Filed: 2/28/2014, Entered: None
	Declaration of Charles C. Jackson re 300 Motion for Partial Summary Judgment and 363 Brief in Opposition (Corrected) (Jackson, Charles) Modified on 3/3/2014. (lak) (Entered: 02/28/2014)
	Request

363	Filed: 2/28/2014, Entered: None
	Corrected Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 300 Motion for Partial Summary Judgment filed by Phyllis Johnson, Tammy J. Boyd (Jackson, Charles) (Entered: 02/28/2014)
	Request

362	Filed: 2/27/2014, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 300 Motion for Partial Summary Judgment filed by Phyllis Johnson, Tammy J. Boyd (Jackson, Charles) (Entered: 02/27/2014)
	Request

361	Filed: 2/27/2014, Entered: None
	Brief in Support of 360 Motion in Limine and to Strike Testimony of Lawrence Deutsch by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Jackson, Charles) (Entered: 02/27/2014)
	Request

360	Filed: 2/27/2014, Entered: None
	Motion in Limine to Strike Testimony of Lawrence Deutsch by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Jackson, Charles) (Entered: 02/27/2014)
	Request

359	Filed: 2/27/2014, Entered: None
	Motion for Leave to File Amendment to Answer by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit A - Proposed Amended Answer to First Amended Class Action Complaint) (Jackson, Charles) (Entered: 02/27/2014)
	Request

358	Filed: 2/27/2014, Entered: None
	Response to Proposed Findings of Fact filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 300 Motion for Partial Summary Judgment (Jackson, Charles) (Entered: 02/27/2014)
	Request

357	Filed: 2/27/2014, Entered: None
	Supplemental Proposed Findings of Fact filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 300 Motion for Partial Summary Judgment (Jackson, Charles) (Entered: 02/27/2014)
	Request

356	Filed: 2/27/2014, Entered: None
	Declaration of Charles C. Jackson re: 300 Motion for Partial Summary Judgment. (Attachments: # 1 Exhibit 1 - Dec.13, 2013 Sher Rebuttal Report, # 2 Exhibit 2 - Meriter Focus Group Project - Report of Findings, # 3 Exhibit 3 - Sept. 9, 1987 BOD Meeting Minutes, # 4 Exhibit 4 - Nov. 9, 2001 ECPC Meeting Minutes, # 5 Exhibit 5 - FAQs from Meriter Benefits Portal, # 6 Exhibit 6 - July 16, 1999 email from S. Strope enclosing draft agenda, # 7 Exhibit 7 - Sept. 20, 2001 ltr from G. Weston to T. Hoffner, # 8 Exhibit 8 - Feb. 24, 2000 Distribution of Retirement Funds to M. English) (Jackson, Charles) Modified on 3/4/2014. (lak) (Entered: 02/27/2014)
	Request

355	Filed: 2/25/2014, Entered: None
	Joint Stipulation to Make Further Efforts to Resolve Admissibility Disputes Prior to Plaintiffs' Summary Judgment Reply Briefing by Plaintiff Phyllis Johnson, Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Gottesdiener, Eli) (Entered: 02/25/2014)
	Request

354	Filed: 2/18/2014, Entered: None
	Amended Brief in Opposition by Plaintiff Phyllis Johnson re: 302 Motion for Partial Summary Judgment, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Attachments: # 1 Exhibit Attachment A (amended)) (Gottesdiener, Eli) (Entered: 02/18/2014)
	Request

353	Filed: 2/18/2014, Entered: None
	TEXT ONLY ORDER ORDER granting 351 Motion for Extension of Time. Brief in Reply due 3/10/2014. Signed by Magistrate Judge Stephen L. Crocker on 2/18/14. (jat) (Entered: 02/18/2014)
	Request

352	Filed: 2/18/2014, Entered: None
	Response Stating No Opposition by Plaintiff Phyllis Johnson re: 351 MOTION for Extension of Time, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 02/18/2014)
	Request

351	Filed: 2/18/2014, Entered: None
	Motion for Extension of Time to File Defendants' Reply Brief In Support of Their Partial Motion for Summary Judgment by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Response due 2/25/2014. (Gomez, David) (Entered: 02/18/2014)
	Request

350	Filed: 2/14/2014, Entered: None
	Response to Proposed Findings of Fact filed by Plaintiff Phyllis Johnson re: 302 Motion for Partial Summary Judgment, (Cohen, Steven) (Entered: 02/14/2014)
	Request

349	Filed: 2/14/2014, Entered: None
	Brief in Opposition by Plaintiff Phyllis Johnson re: 302 Motion for Partial Summary Judgment, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Attachments: # 1 Exhibit Attachment) (Gottesdiener, Eli) (Entered: 02/14/2014)
	Request

348	Filed: 2/14/2014, Entered: None
	Supplemental Proposed Findings of Fact filed by Plaintiff Phyllis Johnson re: 302 Motion for Partial Summary Judgment, (Norgard, Matthew) (Entered: 02/14/2014)
	Request

347	Filed: 2/14/2014, Entered: None
	Exhibit to 346 Declaration of Albert Huang filed by Phyllis Johnson 284 - Greco Benefit File (MER-BENEFITS0096327-28, 96330, 96333, 96337) (Sealed Document) (Attachments: # 1 Exhibit 285 - 2004-05-03 Hansen Summary of Benefits (MER-BENEFITS0127007), # 2 Exhibit 286 - 2004-08-03 Smith Summary of Benefits (MER-BENEFITS0127721), # 3 Exhibit 288 - 2007-11-19 Muller Summary of Benefits (MER-BENEFITS0113412), # 4 Exhibit 302 - 2002-08-05 Presentation excerpt - Sample Replacement Ratio (TPM027593-606), # 5 Exhibit 303 - 2003-02-06 Presentation excerpt - Proposed Retirement Savings Changes RSA (TPM120913-53), # 6 Exhibit 308a - Compilation of Actuarial Valuations (1989-2001) - Part I, # 7 Exhibit 308b - Compilation of Actuarial Valuations (1989-2001) - Part II, # 8 Exhibit 309 - 1999-07-16 Lyster email to Weston (TPM019394-96), # 9 Exhibit 310 - 2002-03-25 DCES Presentation (TPM012498-578), # 10 Exhibit 311 - 2002-06-03 Discussion of Retirement Program Design (TPM011459-82), # 11 Exhibit 316 - 1994-05-06 Durfee-Woyke memo (TPMVAL237171-74), # 12 Exhibit 327 - 2001-12-21 Enderle notes (TPM016321-23), # 13 Exhibit 330 - 2002-09-03 Enderle notes (TPM012389), # 14 Exhibit 333 - M.P. Benefit File (MER-BENEFITS0032643-58) (Huang, Albert) (Entered: 02/14/2014)


346	Filed: 2/14/2014, Entered: None
	Declaration of Albert Huang filed by Plaintiff Phyllis Johnson in Support of Plaintiffs' Opposition to Defendants' Motion for Partial Summary Judgment re: 302 Motion for Partial Summary Judgment, (Attachments: # 1 Exhibit 282 - 2003-02-24 Greco Benefit Calculator (MER00080848), # 2 Exhibit 283 - 2003-02-24 Greco Summary of Benefits (MER00080850), # 3 Exhibit 287 - 2006-05-19 Boyd Summary of Benefits (MER00000224), # 4 Exhibit 289 - 2012-04-20 Boyer letter (MPL-KWAG0326-27), # 5 Exhibit 290 - 1991-01-24 ECPC Meeting Minutes (MER00100372-74), # 6 Exhibit 291 - 1995-02-02 ECPC Meeting Minutes (MER00089625-26), # 7 Exhibit 292 - 1998-01-29 ECPC Meeting Minutes (MER00089721-22), # 8 Exhibit 293 - 1999-02-05 ECPC Meeting Minutes (MER00089731), # 9 Exhibit 294 - 2000-02-04 ECPC Meeting Minutes (MER00089736-78), # 10 Exhibit 295 - 2001-02-15 ECPC Meeting Minutes (MER00000794-95), # 11 Exhibit 296 - 2003-01-29 ECPC Meeting Minutes (MER00000791), # 12 Exhibit 297 - 2003-01-28 Kapadia email to Nick (MER00078240-45), # 13 Exhibit 298 - 1994-01-27 1993 Pension Account Indexing Rate (MER00003176-80), # 14 Exhibit 299 - 1995-02-02 1994 Pension Plan Indexing Rate (MER00003165-74), # 15 Exhibit 300 - 2001-02-08 ECPC Agenda + Attachments (MER00000800-04), # 16 Exhibit 301 - 2003-01-28 2002 Pension Indexing Rate (MER00131127), # 17 Exhibit 304 - 1985-12-00 FAS 87, # 18 Exhibit 305 - 1994-12-02 Lyster letter to Morgan (MER00128288-92), # 19 Exhibit 306 - 1995-08-21 Weston letter to Buelow (MER00104104-05), # 20 Exhibit 307 - 1996-08-15 Lyster letter to Buelow (MER00142450-52), # 21 Exhibit 312 - 2002-06-19 Meriter Pension Plan Design (MER00130371), # 22 Exhibit 313 - 2002-06-26 Director and Manager "talking points" (MER00107389), # 23 Exhibit 314 - 2002-07-10 Meriter Employee Pension Plan Redesign Project (MER00144799-801), # 24 Exhibit 315 - 2001-02-02 Weston-Lyster letter to Strope (MER00004121-24), # 25 Exhibit 317 - 2013-06-23 Pearson Worksheet #8, # 26 Exhibit 318 - 2001-12-03 DCES presentation (MER00141952-83), # 27 Exhibit 319 - 2002-09-30 Potter letter (MPL002196), # 28 Exhibit 320 - 2002-10-00 Your Retirement Matters presentation (MER00006939-81), # 29 Exhibit 321 - 2005-01-26 Interim Summary Description (MER00000631-40), # 30 Exhibit 322 - 2002-10-31 Memorandum of Understanding (SEIU000017), # 31 Exhibit 323 - 2002-08-08 Pension Plan Redesign Project Proposal (MER00128791-807), # 32 Exhibit 324 - 2003-03-06 Meriter Hospital Management Proposal (MER00132794-807), # 33 Exhibit 325 - 2011-06-29 Pls. Third Set of Suppl. Requests RFPs 40-50; Rogs 3-12; RFA 1, # 34 Exhibit 326 - 2002-08-01 Leadership Council Minutes (MER00089846-48), # 35 Exhibit 328 - 2010-06-23 Hoffner letter to IRS (MER00086868-77), # 36 Exhibit 329 - 2002-12-31 Actuarial Report 2002 (MER00006002-46), # 37 Exhibit 331 - 2002-00-00 Notice 96-8 (MER00004080-84), # 38 Exhibit 332 - 1987-11-11 Sharpe letter to Strope (GKA00000974-75)) (Huang, Albert) (Entered: 02/14/2014)
	Request

345	Filed: 2/4/2014, Entered: None
	Amended Proposed Findings of Fact filed by Plaintiff Phyllis Johnson re: 300 Motion for Partial Summary Judgment (Norgard, Matthew) (Entered: 02/04/2014)
	Request

344	Filed: 2/4/2014, Entered: None
	TEXT ONLY ORDER The court is in receipt of plaintiffs' motion for leave to include footnoted evidentiary citations in their amended proposed findings of facts (dkt. # 343 ), which is GRANTED. Plaintiffs should move the nine citations identified in their motion to the body of the relevant proposed finding of fact; plaintiffs may leave what is now numbered footnote 6 as a footnote in their revised submission. Signed by District Judge William M. Conley on 2/4/14. (jat) (Entered: 02/04/2014)
	Request

343	Filed: 2/3/2014, Entered: None
	Motion for Leave to Include Footnoted Evidentiary Citations in Plaintiffs' Amended Proposed Findings of Fact re 342 Order on Motion to Strike, by Plaintiff Phyllis Johnson. Response due 2/10/2014. (Gottesdiener, Eli) (Entered: 02/03/2014)
	Request

342	Filed: 1/30/2014, Entered: None
	ORDER granting in part and denying in part 341 Motion to Strike. Plaintiffs' proposed findings of fact 335 are STRICKEN. Plaintiffs shall file revised findings in strict compliance with this opinion and order by the end of day February 4, 2014, without otherwise editing, altering, adding or subtracting from their original proposed filings. Signed by District Judge William M. Conley on 1/30/14. (jat) Modified on 1/31/2014 (jat). (Entered: 01/31/2014)
	Request

341	Filed: 1/30/2014, Entered: None
	Motion to Strike 335 Proposed Findings of Fact by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 2/6/2014. (Kmoch, Jeffrey) (Entered: 01/30/2014)
	Request

340	Filed: 1/29/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 120 - 11/20/01 Illustration of "Wear-away" in Cash Balance Plans (MER00143912-14) (Sealed Document) (Gottesdiener, Eli) (Entered: 01/29/2014)


339	Filed: 1/27/2014, Entered: None
	Declaration of Technical Failure (Gottesdiener, Eli) (Entered: 01/27/2014)
	Request

338	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 151 (Sealed Document) (Attachments: # 1 Exhibit 152 - Fax from Stu Strope to Plan Participant Genaro Camacho, # 2 Exhibit 153 - Benefit Calculations for Genaro Camacho, # 3 Exhibit 156 - E-mail from Gordon Enderle to Tom Hoffner, # 4 Exhibit 165 - Minutes of the Meriter Health Services, In. Board of Directors Meeting , # 5 Exhibit 166 - Calculation Worksheets, # 6 Exhibit 167 - Meriter Health Services, Inc. Discussion of ERISA 204(h) August 22, 2002, # 7 Exhibit 168 - Handwritten Notes and Illustrations, # 8 Exhibit 172 - E-mail from Tom Hoffner to Gordon Enderle, William Morgan and Kim Wedell, # 9 Exhibit 175 - Fax from Paul Gajdel to Bill Morgan, # 10 Exhibit 176 - Excel Spreadsheet, # 11 Exhibit 180 - Leadership Board, # 12 Exhibit 181 - Chart Titled Meriter Hospital Illustrative Lump Sum Benefit at Termination, # 13 Exhibit 183 - Meriter Health Services Employee Retirement Plan Issues Prepared for LaFollette Godfrey & Kahn, # 14 Exhibit 184 - Meriter Health Services Employee Retirement Plan Issues Prepared by Davis COnder Enderle & Sloan, Inc., # 15 Exhibit 187 - Personal Effect of Change Information, # 16 Exhibit 189 - Meriter Health Services Excess Lump Sun Discussion of Possible Approach, # 17 Exhibit 190 - Meriter Health Services Excess Lump Sum Discussion of Possible Approach, # 18 Exhibit 191 - E-mail from Terri Potter to Gordon Enderle, # 19 Exhibit 192 - Compliance Review Summary Report, # 20 Exhibit 193 - E-mail from Tom Hoffner to James Arnett, # 21 Exhibit 207 - Meriter Retirement Plan Redesign Timeline Summary, # 22 Exhibit 208 - Memo from Gordon Enderle to Tom Fuss, # 23 Exhibit 209 - Minutes of the Meriter Health Services Board of Directors Meeting, # 24 Exhibit 210 - Minutes of the Meriter Health Services Board of Directors Meeting, # 25 Exhibit 211 - Redacted Minutes of the Meriter Health Services Board of Directors Meeting, # 26 Exhibit 212 - Meriter's Pension Plan Issues, # 27 Exhibit 213 - Memorandum from Thomas A. Hoffner to William Morgan, # 28 Exhibit 214 - Meriter - Pension Plan, # 29 Exhibit 215 - Statement of Accumulated Plan Benefits, # 30 Exhibit 216 - E-mail from Thomas Hoffner to Mary Nick, # 31 Exhibit 218 - Benefit Distribution Form for Plaintiff Madge English, # 32 Exhibit 219 - Engagement Document 2001, # 33 Exhibit 221 - Handwritten Notes, # 34 Exhibit 223 - E-mail from Gordon Enderle, # 35 Exhibit 241 - Document Referenced by Lawrence Deutsch, E.A. in his 11/15/13 Expert Report, # 36 Exhibit 243 - Memorandum from Cindy Frisch to Lisa Kruk, # 37 Exhibit 250 - Letter from Gary Weston to William L. Morgan, # 38 Exhibit 251 - E-mail from Greg Lyster to John Goudelias, # 39 Exhibit 252 - E-mail from Russell Hall to Greg Lyster, # 40 Exhibit 253 - E-mail from Gary Weston to Stewart Strope and William Morgan, # 41 Exhibit 254 - Retirement Program Discussion Preliminary Information, # 42 Exhibit 255 - Letter from Thomas Hoffner to William Morgan, # 43 Exhibit 256 - Fax from Gordon Enderle to Tom Hoffman, # 44 Exhibit 257 - Compilation of Pension-Related Documents from the Personnel File of Plaintiff Joyce Emerson, # 45 Exhibit 266 - E-mail from Greg Lyster to Stewart Strope) (Cohen, Steven) Modified on 1/28/2014. (lak) (Entered: 01/27/2014)


337	Filed: 1/27/2014, Entered: None
	Brief in Support of 300 Motion for Partial Summary Judgment by Plaintiff Phyllis Johnson (Gottesdiener, Eli) (Entered: 01/27/2014)
	Request

336	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 106 (Sealed Document) (Attachments: # 1 Exhibit 107 - Pension, # 2 Exhibit 108 - Pension + Exec Comp Cttee Hoffner 1/22/02, # 3 Exhibit 109 - Meeting Notes, # 4 Exhibit 110 - E-mail from Gordon Enderle to Tom Hoffner, # 5 Exhibit 111 - E-mail from Harold Cooper to Gorden Enderle, # 6 Exhibit 113 - Meriter Health Services Employee Retirement Plan, # 7 Exhibit 115 - Letter from Gordon Enderle to William L. Morgan, # 8 Exhibit 116 - DCE&S Proposed Work Plan, # 9 Exhibit 121 - Handwritten Notes from Paul Gajdel, # 10 Exhibit 122 - E-mail from Chris Noble to Gordon Enderle, # 11 Exhibit 124 - Plan Design Kick-off, # 12 Exhibit 125 - Unexecuted Minutes of the Pension Design Committee, # 13 Exhibit 126 - Executed Minutes of the Pension Design Committee, # 14 Exhibit 130 - Meriter Health System Actuarial Factors, # 15 Exhibit 134 - Meriter Health Services Employee Retirement Plan Issues, # 16 Exhibit 135 - Meriter Leadership Council Meeting, # 17 Exhibit 137 -Meeting Notes , # 18 Exhibit 139 - E-mail from Gordon Enderle to Tom Hoffner, # 19 Exhibit 140 - MHS Exec Pen & Comp Board, # 20 Exhibit 142 - Meriter - (c)w/Todd Smith, # 21 Exhibit 143 - Unexecuted Minutes of the Meriter Health Services, Inc. Executive Compensation & Pension Committee, # 22 Exhibit 145 - Important Pension Enrollment Materials, # 23 Exhibit 147 - E-mail from Gordon Enderle to Tom Hoffner, # 24 Exhibit 149 - Pension Redesign Committee, # 25 Exhibit 119) (Cohen, Steven) Modified on 1/28/2014. (lak) (Entered: 01/27/2014)


335	Filed: 1/27/2014, Entered: None
	Proposed Findings of Fact filed by Plaintiff Phyllis Johnson re: 300 Motion for Partial Summary Judgment (Norgard, Matthew) (Entered: 01/27/2014)
	Request

334	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 76 (Sealed Document) (Attachments: # 1 Exhibit 77 - Meriter-Bill, Stu Strope, Gary Weston, TAH, # 2 Exhibit 80 - Meriter - Towers Perrin - Gary, Greg Lyster , # 3 Exhibit 81 - Financial Impact of Asset Returns and Plan Changes, # 4 Exhibit 84 - Fax from Stewart Strope to Gordon Enderle, # 5 Exhibit 86 - Meriter Retirement Program Design Study, # 6 Exhibit 87 - E-mail from Greg Lyster to Stewart Strope, # 7 Exhibit 88 - Meriter Health Services - Preliminary Calculation of 417(e) Present Values, # 8 Exhibit 89 - Letter from Gary Weston to Tom Hoffner, # 9 Exhibit 90 - Meriter Health Services Summary of Preliminary Calculation of Additional Payouts, # 10 Exhibit 91 - Letter from Gary Weston to Tom Hoffner, # 11 Exhibit 93 - E-mail from Greg Lyster to Gary Weston, # 12 Exhibit 95 - Unsigned Letter from Thomas Hoffner to William Morgan, # 13 Exhibit 97 - Draft Pension Plan Discussion Paper, # 14 Exhibit 98 - Minutes of the Meriter System Forum, # 15 Exhibit 99 - E-mail from Greg Lyster to Stewart Strope, # 16 Exhibit 100 - Recommendation on 417(e) Issue, # 17 Exhibit 101 - E-mail from Stewart Strope, # 18 Exhibit 102 - Contact Information, # 19 Exhibit 103 - Cover page from Gucciardi Benefit Resources, Inc. and handwritten notes, # 20 Exhibit 104 - E-mail from Gordon Enderle to Tom Hoffner, # 21 Exhibit 105 - Cover Sheet from Harold S. Cooper with handwritten notes) (Cohen, Steven) Modified on 1/28/2014. (lak) (Entered: 01/27/2014)


333	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 4 - Board Compilation (Sealed Document) (Attachments: # 1 Exhibit 4 - Board compilation, # 2 Exhibit 31 - MER-BENEFITS0011959-62, # 3 Exhibit 44 - Employee Census + PoA, # 4 Exhibit 46 - GKA-SUPP00001390-92, # 5 Exhibit 50 - TPM001698-721, # 6 Exhibit 51 - Retirement Program Redesign Study, # 7 Exhibit 52 - Todays Agenda - Review Original Design, # 8 Exhibit 53 - GKA00008815-19, # 9 Exhibit 61 - RE: Factor of 8, # 10 Exhibit 62 - Meriter Health Services Employee Retirement Plan, # 11 Exhibit 64 - Meriter Meeting September 11, 2001, # 12 Exhibit 65 - Forecast of 2002 Fas 87 Cost, # 13 Exhibit 66 - Pension Mtg, # 14 Exhibit 67 - Handwritten Notes, # 15 Exhibit 68 - Mtg w Gucciardi; Call w Enderle, # 16 Exhibit 69 - Plan Issues, # 17 Exhibit 70 - Plan Issues, # 18 Exhibit 71 - Plan Issues, # 19 Exhibit 72 - Plan Issues, # 20 Exhibit 73 - Re: 2001 Plan Audit, # 21 Exhibit 54 - Retirement Plan Recommended Design and Financial Impact, # 22 Exhibit 59 - Nurses and SEIU Data) (Cohen, Steven) (Entered: 01/27/2014)


332	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 267 - 1988 5500 (Attachments: # 1 Exhibit 268 - 1990 5500, # 2 Exhibit 269 - 1991 5500, # 3 Exhibit 270 - 1993 5500, # 4 Exhibit 271 - 1994 5500, # 5 Exhibit 272 - 1995 5500, # 6 Exhibit 273 - 1996 5500, # 7 Exhibit 274 - 1997 5500, # 8 Exhibit 275 - 1992 5500, # 9 Exhibit 276 - 2001 5500, # 10 Exhibit 277 - 2006 5500, # 11 Exhibit 278 - ECPC Minutes - 1/25/90, # 12 Exhibit 279 - ECRC Agenda - 2/6/92, # 13 Exhibit 280 - ECPC Minutes - 2/1/96, # 14 Exhibit 281 - ECRC Minutes - 8/22/07) (Cohen, Steven) (Entered: 01/27/2014)
	Request

331	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 246 - 1998 5500 (Attachments: # 1 Exhibit 247 - 1999 5500, # 2 Exhibit 248 - 2000 5500, # 3 Exhibit 249 - McGladrey&Pullen Independent Auditors Report, # 4 Exhibit 258 - Hansen Distribution Form, # 5 Exhibit 259 - Smith Distribution Form, # 6 Exhibit 260 - Muller Distribution Form, # 7 Exhibit 261 - Wages US Bank Statement, # 8 Exhibit 262 - Boyd Distribution Form, # 9 Exhibit 263 - Letter from McDermott Will & Emery to Plaintiffs' counsel, # 10 Exhibit 264 - Letter from defense counsel to Plaintiffs' counsel, # 11 Exhibit 265 - Compilation of Towers Invoice Approvals) (Cohen, Steven) (Entered: 01/27/2014)
	Request

330	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 237 - 2009 5500 (MER00002350-444) (Attachments: # 1 Exhibit 238 - 1989 Individual Account Statement (MER00077808), # 2 Exhibit 239 - 2-5-96 Jones ltr (MER00077861), # 3 Exhibit 240 - 12-31-05 Accrued Liability (MER00127672-74), # 4 Exhibit 242 - 3-25-13 Plaintiffs' 2nd Amended Initial Disclosures, # 5 Exhibit 244 - 2-6-04 Pension Committee minutes (MER00012833-34), # 6 Exhibit 245 - 1997 5500 (GKA00000758-69, MPL000318-23, GKA00000785-86, GKA00000794-816)) (Cohen, Steven) Modified on 1/28/2014. (lak) (Entered: 01/27/2014)
	Request

329	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 235 - 2007 5500 (MER00013836-70, MER00019454-68) (Attachments: # 1 Exhibit 236 - 2008 5500) (Cohen, Steven) (Entered: 01/27/2014)
	Request

328	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson 233 - 2005 5500 (MER00019675-95, MER00002063-73, MER00002088-90, MPL000845-57) (Attachments: # 1 Exhibit 234 - 2005 5500) (Cohen, Steven) (Entered: 01/27/2014)
	Request

327	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 231 - 2-21-96 Handwritten Notes re Beth (Phone) (MER00135645-50) (Attachments: # 1 Exhibit 232 - 2003 5500 (MER00001855-956)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

326	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 227 - 6-30-05 Strope-Nick ltr. to Clifton Gunderson (MER00065038-41) (Attachments: # 1 Exhibit 228 - 10-13-06 Strope ltr. to Clifton Gunderson (MER00082282-86), # 2 Exhibit 229 - 11-1-07 Strope-Nick ltr. to Clifton Gunderson (MER00111576-79), # 3 Exhibit 230 - 10-13-08 Oryall email to Nick (MER00146120-23)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

325	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 197 - 7-30-03 System Forum (MER00141771-78) (Attachments: # 1 Exhibit 198 - 7-29-03 System Forum (MER00141771-78), # 2 Exhibit 199 - 8-11-04 ECRC Rrview of Pension Plan Funded Statis (MER00127843-55), # 3 Exhibit 200 - DCES ltr to Hoff (MER00009383-84), # 4 Exhibit 201 - 10-11-06 cess Lump Sum projection (MER00106616-17), # 5 Exhibit 202 - 4-9-09 Oryall email to Mendrella (MER00107450-52), # 6 Exhibit 203 - 4-9-09 Nick email to Oryall, Hoff (MER00100019), # 7 Exhibit 204 - 8-15-07 Executive Summary (MER00000692-94), # 8 Exhibit 205 - 9-20-02 Pension Committee minutes (MER00143486-87), # 9 Exhibit 205 - 9-20-02 Pension Committee minutes (MER00103237-38), # 10 Exhibit 217 - Johnson Distribution Forms (MPL-PJOH0012-15, MER00077865-67), # 11 Exhibit 220 - Hoffner ltr. to McGladrey (GKA00001327), # 12 Exhibit 222 - 5-30-02 Executive Summary (MER00119110-11), # 13 Exhibit 224 - Miller email to Hoffner (MER00119585-86), # 14 Exhibit 225 - 6-24-03 Financial Report December 31, 2001 (MER00005874-91), # 15 Exhibit 226 - 10-11-04 Gunderson representation letter (MER00006673-75)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

324	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 186 - 8-29-02 Wedell email to Strope (MER00089340-48) (Attachments: # 1 Exhibit 188 - 8-6-03 Bassett email to Pahl (MER00010519-20), # 2 Exhibit 194 - 2-4-09 Hoffner email to Oryall (GKA00003027), # 3 Exhibit 195 - 7-29-09 Hoffner Email & SPD (MER00128971-84), # 4 Exhibit 196 - 7-29-09 SPD (MER00128972-84)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

323	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 174 - 8-14-02 Gajdel fax to Morgan (MER00132509-21) (Attachments: # 1 Exhibit 177 - 9-6-02 Enderle email to Morgan (MER00119016-17), # 2 Exhibit 178 - 10-2002 Your Retirement Matters (MER00000641-55), # 3 Exhibit 179 - 9-11-02 204(h) Notice Draft (MER00001148-51), # 4 Exhibit 182 - 1-3-02 Enderle email to Strope, Morgan (MER00127679-80), # 5 Exhibit 185 - 4-23-02 Illustration of Projection (MER00129358-60)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

322	Filed: 1/27/2014, Entered: None
	Brief in Support of 302 Motion for Partial Summary Judgment by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Jackson, Charles) (Entered: 01/27/2014)
	Request

321	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 162 - 1-30-09 D letter Application (GKA00000072-251) (Attachments: # 1 Exhibit 163 - 1-28-09 Oryall email to Mendrella (MER00099873-76)), # 2 Exhibit 164 - 8-16-02 Pension Committee minutes (MER00143493-95), # 3 Exhibit 169 - 8-23-02 Enderle fax to Hoffner (GKA00007255-74), # 4 Exhibit 170 - 10-17-02 Important Information & Action Request (MER00064729), # 5 Exhibit 171 - 10/2002 Numerical Examples (MER00066138-63), # 6 Exhibit 173 - 12-17-01 Enderle ltr. to Morgan (MER00129255-67)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

320	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 141 - 2002 5500 (MER00001771-96, MER00001812-43) (Attachments: # 1 Exhibit 144 - 4-1-02 Eligibility Notice - Pension Enrollment (MER00009236-45), # 2 Exhibit 146 - 10-2-07 SPD (MER00021149-55), # 3 Exhibit 148 - 10/2002 Retirement Plan Changes - Your Retirement Matters (MER00001159-66), # 4 Exhibit 150 - 6-28-02 Preferred Source Employee Newsletter (SEIU000018), # 5 Exhibit 154 - 7-15-03 McGladrey representation letter (MER00005892-95), # 6 Exhibit 155 - 1-1-05 Amendment (MER00000344-45), # 7 Exhibit 157 - 5-16-07 RPC Minutes (MER00000688-89), # 8 Exhibit 158 - 11-26-07 Hoffner ltr. to IRS (MPL001473), # 9 Exhibit 160 - 6-14-11 Letter from defense counsel to Plaintiffs' counsel, # 10 Exhibit 161 - Defs. 7/29/11 Objs. & Resps. to RFA No. 1 & Interrog. No. 6, # 11 Exhibit 159 - 6-10-11 Letter from Plaintiffss counsel to defense counsel) (Cohen, Steven) (Entered: 01/27/2014)
	Request

319	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 123 - 4-8-03 Human Resources Staffing Information (MER00072392-400) (Attachments: # 1 Exhibit 127 - 7-31-02 Current Plan - Legalized (MER00129373-75), # 2 Exhibit 128 - 9-10-02 Hoffner email to Enderle (GKA00007233-36), # 3 Exhibit 129 - 8-7-02 Pahl email to Fuss (MER00068392), # 4 Exhibit 131 - 2002 Amendments / Administrative Changes Recommendations (MER00129254), # 5 Exhibit 132 - 5-26-10 Pahl Declaration in Ruppert v. Alliant (Doc. 313), # 6 Exhibit 133 - 10-9-06 Legislative Update (MER00118967-76), # 7 Exhibit 136 - 6-5-01 Retirement Program Redesign Study (MER00004125-52; MER00143871-77), # 8 Exhibit 138 - 2-1-02 Cost of Retroactive Application of 417(e) (GKA00007588-92)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

318	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 74 - 5-20-11 Plaintiffs' Second Set of Supplemental Discovery Requests (Attachments: # 1 Exhibit 75 - 9-20-01 Summary of Preliminary Calculation of Additional Payouts based on IRC 417(e) (MER00142723-42), # 2 Exhibit 78 - Lyster ltr. to Strope (MER00089206-11), # 3 Exhibit 79 - 1993 Actuarial Valuation (MER00086592-627), # 4 Exhibit 82 - 7-26-99 Towers Valuation Results Presentation (MER00086420-30), # 5 Exhibit 83 - 2-21-00 Retirement Plan and Postretirement Medical Plan Valuation Highlights (MER00105261-78), # 6 Exhibit 85 - Pension Plan Issue (MER00143401-03), # 7 Exhibit 92 - 9-12-01 Meriter System Forum (MER00102879-82), # 8 Exhibit 94 - Towers fax to Buelow (MER00089176-82), # 9 Exhibit 96 - 10-31-01 Lyster fax to Morgan (MER00089212-16), # 10 Exhibit 112 - 1-22-02 ECRC Agenda (MER00103225-35), # 11 Exhibit 114 - 9-12-02 ECPC Memo (MER00001574-75), # 12 Exhibit 117 - 9-20-01 Weston ltr to Morgan (MER00143479-81), # 13 Exhibit 118 - 9-20-01 Cash Balance Plan Design Comparisons (MER00089171-75)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

317	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 48 - DCES ltr. to Morgan (MER00132590-600) (Attachments: # 1 Exhibit 49 - 3-13-02 Notification Change of Actuary (GKA00003067), # 2 Exhibit 55 - Meriter Retirement Plan Presentation Outline (MER00019854-74), # 3 Exhibit 56 - Setting the Pension Plan's Index Rate (MER00128650-73), # 4 Exhibit 57 - 1-24-89 Senior Management Comp and Pension Committee Minutes (MER00089577-79), # 5 Exhibit 58 - Retirement Plan Study Status Report prepared by Towers (MER00128280-87), # 6 Exhibit 60 - 2-19-02 Enderle emmail to Hoffner (GKA00008003), # 7 Exhibit 63 - 9-12-01 Retirement Program Discussion (GKA00007958-84)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

316	Filed: 1/27/2014, Entered: None
	Proposed Findings of Fact filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 302 Motion for Partial Summary Judgment (Jackson, Charles) (Entered: 01/27/2014)
	Request

315	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 36 - Fall 2002 SPD (MER00001199-208) (Attachments: # 1 Exhibit 37 - 12-1-93 SPD (MPL002294-308), # 2 Exhibit 38 - Compilation of Individual Account Statements, # 3 Exhibit 39 - 1987 5500 Sched. B (GKA00001599-616), # 4 Exhibit 40 - AB Worksheet #1, # 5 Exhibit 41 - AB Worksheet #2, # 6 Exhibit 42 - 1995 Determination Letter Application (MER00066998-7033), # 7 Exhibit 43 - Hoffner lrtr. to Miller (GKA00001305), # 8 Exhibit 45 - Worksheet #9, # 9 Exhibit 47 - Hoffner fax to Strope (MER00143469-72)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

314	Filed: 1/27/2014, Entered: None
	Declaration of Thomas A. Hoffner filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 302 Motion for Partial Summary Judgment (Attachments: # 1 Exhibit A - 1993 Summary Plan Description, # 2 Exhibit B - Feb 28, 2002 IRS determination ltr request, # 3 Exhibit C - Notes of Feb 18, 2004 Telephone Message from Ms. Jones IRS Chicago, # 4 Exhibit D - June 25, 2007 Letter from the IRS, # 5 Exhibit E - November 26, 2007 Letter to the IRS, # 6 Exhibit F - March 28, 2008 Letter to the IRS, # 7 Exhibit G - July 31, 2002 Pension Design Committee Meeting Minutes, # 8 Exhibit H - Aug 16, 2002 ECPC Meeting Minutes, # 9 Exhibit I - Aug 28, 2002 BOD Meeting Minutes & Resolution, # 10 Exhibit J - 204(h) Notices, # 11 Exhibit K - Pension Benefit Examples Age 55, # 12 Exhibit L - 204(h) Notice and Pension Benefit Examples Received by Plaintiff K. Wages, # 13 Exhibit M - Pension Benefit Examples Age 35, # 14 Exhibit N - Pension Benefit Examples Age 40, # 15 Exhibit O - Pension Benefit Examples Age 45, # 16 Exhibit P - Pension Benefit Examples Age 50, # 17 Exhibit Q - Pension Benefit Examples Age 55, # 18 Exhibit R - Pension Benefit Examples Age 60 with 5 yrs vesting, # 19 Exhibit S - Pension Benefit Examples Age 60 with 15 and 25 yrs vesting, # 20 Exhibit T - 2003 Operating Plan Document) (Jackson, Charles) (Entered: 01/27/2014)
	Request

313	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 26 - 4-1-13 Defendants' Third Amended Initial Disclosures (Attachments: # 1 Exhibit 27 - Pension Committee agenda (MER00100375-409), # 2 Exhibit 28 - ECRC Report (MER00062226-69), # 3 Exhibit 29 - 2-3-94 Pension Committee minutes (MER00089623-24), # 4 Exhibit 30 - English Distribution Request Form (MER00077235), # 5 Exhibit 32 - 5-27-11 Letter from defense counsel to Plaintiffs' counsel, # 6 Exhibit 33 - First Brochure (MER00000664-71), # 7 Exhibit 34 - Second Brochure (MER00000656-63), # 8 Exhibit 35 - 12-1-93 SPD (MER00001119-32)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

312	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 20 - 11-16-89 Hoffner ltr. to IRS (MER00067127-36) (Attachments: # 1 Exhibit 21 - 1989 5500 (GKA00007279-94, GKA00001477-89), # 2 Exhibit 22 - 2-26-02 Plan Document (MER00000414-75), # 3 Exhibit 23 - Restated Articles of Incorporation (MPL002724-27), # 4 Exhibit 24 - Meriter By-Laws, Art. III (MPL002670-84), # 5 Exhibit 25 - ECRC Charter (MER00083276-80)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

311	Filed: 1/27/2014, Entered: None
	Declaration of James C. Arnett filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 302 Motion for Partial Summary Judgment (Attachments: # 1 Exhibit A - Memorandum of Understanding, # 2 Exhibit B - Your Retirement Matters PowerPoint Presentation) (Jackson, Charles) (Entered: 01/27/2014)
	Request

310	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 18 - 10-18-93 Plan Document (MER00000476-542) (Attachments: # 1 Exhibit 19 - 9-30-88 D letter Application (GKA00001509-16)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

309	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 17 - 9-30-88 Plan Document (MER00001444-506) (Cohen, Steven) (Entered: 01/27/2014)
	Request

308	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 14 - 1993 SPD (MER00001411-23) (Attachments: # 1 Exhibit 16 - 2-27-02 D letter Application (MER00066183-254)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

307	Filed: 1/27/2014, Entered: None
	Exhibit to 303 Declaration, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Part 2 of Exhibits to Charles C. Jackson Declaration; Exhibit 71 - Muller Dep Ex 197 (Attachments: # 1 Exhibit 72 - Muller Dep Ex 198, # 2 Exhibit 73 - Muller Dep Ex 199, # 3 Exhibit 74 - Muller Dep Ex 202, # 4 Exhibit 75 - Muller Dep Ex 203, # 5 Exhibit 76 - Muller Dep Ex 204, # 6 Exhibit 77 - Nick Dep Ex 335, # 7 Exhibit 78 - Nick Dep Ex 336, # 8 Exhibit 79 - Nick Dep Ex 334, # 9 Exhibit 80 - Nick Dep Ex 337, # 10 Exhibit 81 - Nick Dep Ex 338, # 11 Exhibit 82 - Pollock Dep Ex 126, # 12 Exhibit 83 - Pollock Dep Ex 129, # 13 Exhibit 84 - Smith Dep Ex 257, # 14 Exhibit 85 - Smith Dep Ex 258, # 15 Exhibit 86 - Smith Dep Ex 259, # 16 Exhibit 87 - Smith Dep Ex 260, # 17 Exhibit 88 - Smith Dep Ex 261, # 18 Exhibit 89 - Smith Dep Ex 263, # 19 Exhibit 90 - Smith Dep Ex 265, # 20 Exhibit 91 - Stephens Dep Ex 235, # 21 Exhibit 92 - Stephens Dep Ex 236, # 22 Exhibit 93 - Stephens Dep Ex 237, # 23 Exhibit 94 - Stephens Dep Ex 238, # 24 Exhibit 95 - Stephens Dep Ex 239, # 25 Exhibit 96 - Stephens Dep Ex 240, # 26 Exhibit 97 - Stephens Dep Ex 241, # 27 Exhibit 98 - Stephens Dep Ex 242, # 28 Exhibit 99 - Stephens Dep Ex 243, # 29 Exhibit 100 - Stephens Dep Ex 244, # 30 Exhibit 101 - Stephens Dep Ex 245, # 31 Exhibit 102 - Stephens Dep Ex 246, # 32 Exhibit 103 - Stephens Dep Ex 247, # 33 Exhibit 104 - Stephens Dep Ex 248, # 34 Exhibit 105 - Stephens Dep Ex 249, # 35 Exhibit 106 - Stephens Dep Ex 250, # 36 Exhibit 107 - Stephens Dep Ex 253, # 37 Exhibit 108 - Strope Dep Ex 38, # 38 Exhibit 109 - Strope Dep Ex 192, # 39 Exhibit 110 - Strope Dep Ex 209, # 40 Exhibit 111 - Strope Dep Ex 220, # 41 Exhibit 112 - Strope Dep Ex 224, # 42 Exhibit 113 - Strope Dep Ex 225, # 43 Exhibit 114 - Strope Dep Ex 226, # 44 Exhibit 115 - Strope Dep Ex 227, # 45 Exhibit 116 - Strope Dep Ex 228, # 46 Exhibit 117 - Strope Dep Ex 234, # 47 Exhibit 118 - Wages Dep Ex 132, # 48 Exhibit 119 - Wages Dep Ex 133, # 49 Exhibit 120 - Wages Dep Ex 134, # 50 Exhibit 121 - Wages Dep Ex 135, # 51 Exhibit 122 - Wages Dep Ex 136, # 52 Exhibit 123 - Wages Dep Ex 137, # 53 Exhibit 124 - Wages Dep Ex 140, # 54 Exhibit 125 - Wages Dep Ex 156, # 55 Exhibit 126 - Wages Dep Ex 157, # 56 Exhibit 127 - Wages Dep Ex 161, # 57 Exhibit 128 - Expert Report of L. Sher, # 58 Exhibit 129 - Expert Report of S. Kleimann, # 59 Exhibit 130 - Excerpts of Report of L. Deutsch, # 60 Exhibit 131 Excerpts of Rebuttal Report of L. Deutsch) (Jackson, Charles) (Entered: 01/27/2014)
	Request

306	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 7 - Notice of Change in Your Pension Plan (MER00001156-58) (Attachments: # 1 Exhibit 8 - 10-03-07 IRS ltr to Hoffner (MER00019603-07), # 2 Exhibit 9 - 10-25-06 Nick email to Hoff (MER00082273), # 3 Exhibit 10 - 10-8-98 Rebecca J. Miller article, A Lawyer's Guide, # 4 Exhibit 11 - 3-28-08 IRS ltr. to Hoffner (MER00128870-73), # 5 Exhibit 12 - 1-17-08 Hoffner ltr to IRS (MER00086863), # 6 Exhibit 13 - 1990 SPD (MER00001133-47)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

305	Filed: 1/27/2014, Entered: None
	Exhibit to 304 Declaration, filed by Phyllis Johnson Ex. 5 - 11-15-13 Liability Expert Report for Plaintiffs by Lawrence Deutsch, E.A. (Attachments: # 1 Exhibit 6 - 12-13-13 Liability Expert Rebuttal Report for Plaintiffs by Lawrence Deutsch, E.A.) (Cohen, Steven) (Entered: 01/27/2014)
	Request

304	Filed: 1/27/2014, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiff Phyllis Johnson re: 300 Motion for Partial Summary Judgment (Attachments: # 1 Exhibit 1 - Defendants' Supplemental Objections and Responses to Plaintiffs' Seven Discovery Requests Pursuant to the Court's February 8, 2013 Order, # 2 Exhibit 2 - 2009 Plan Document (MER00000108-79), # 3 Exhibit 3 - 3-21-97 Pension Committee minutes (MER00089686-711)) (Cohen, Steven) (Entered: 01/27/2014)
	Request

303	Filed: 1/27/2014, Entered: None
	Declaration of Charles C. Jackson filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. and Part 1 of Exhibits re: 302 Motion for Partial Summary Judgment (Attachments: # 1 Exhibit 1 - Anthony Dep Ex 67, # 2 Exhibit 2 - Anthony Dep Ex 68, # 3 Exhibit 3 - Anthony Dep Ex 69, # 4 Exhibit 4 - Anthony Dep Ex 72, # 5 Exhibit 5 - Boyd Dep Ex 39, # 6 Exhibit 6 - Boyd Dep Ex 40, # 7 Exhibit 7 - Greco Dep Ex 225, # 8 Exhibit 8 - Greco Dep Ex 226, # 9 Exhibit 9 - Greco Dep Ex 227, # 10 Exhibit 10 - Greco Dep Ex 228, # 11 Exhibit 11 - Greco Dep Ex 230, # 12 Exhibit 12 - Greco Dep Ex 231, # 13 Exhibit 13 - Greco Dep Ex 232, # 14 Exhibit 14 - Greco Dep Ex 233, # 15 Exhibit 15 - Emerson Dep Ex 103, # 16 Exhibit 16 - Emerson Dep Ex 106, # 17 Exhibit 17 - Emerson Dep Ex 107, # 18 Exhibit 18 - Emerson Dep Ex 109, # 19 Exhibit 19 - Emerson Dep Ex 110, # 20 Exhibit 20 - Emerson Dep Ex 111, # 21 Exhibit 21 - Emerson Dep Ex 112, # 22 Exhibit 22 - Emerson Dep Ex 113, # 23 Exhibit 23 - Emerson Dep Ex 114, # 24 Exhibit 24 - Emerson Dep Ex 115, # 25 Exhibit 25 - Emerson Dep Ex 116, # 26 Exhibit 26 - Emerson Dep Ex 125, # 27 Exhibit 27 - English Dep Ex 50, # 28 Exhibit 28 - English Dep Ex 52, # 29 Exhibit 29 - English Dep Ex 55, # 30 Exhibit 30 - English Dep Ex 56, # 31 Exhibit 31 - English Dep Ex 58, # 32 Exhibit 32 - English Dep Ex 60, # 33 Exhibit 33 - English Dep Ex 61, # 34 Exhibit 34 - English Dep Ex 62, # 35 Exhibit 35 - English Dep Ex 63, # 36 Exhibit 36 - Hansen Dep Ex 83, # 37 Exhibit 37 - Hansen Dep Ex 84, # 38 Exhibit 38 - Hansen Dep Ex 85, # 39 Exhibit 39 - Hansen Dep Ex 86, # 40 Exhibit 40 - Hansen Dep Ex 88, # 41 Exhibit 41 - Hansen Dep Ex 89, # 42 Exhibit 42 - Hansen Dep Ex 90, # 43 Exhibit 43 - Hansen Dep Ex 91, # 44 Exhibit 44 - Hoffner Dep Ex 326, # 45 Exhibit 45 - Johnson Dep Ex 98, # 46 Exhibit 46 - Johnson Dep Ex 99, # 47 Exhibit 47 - Johnson Dep Ex 100, # 48 Exhibit 48 - McCabe Dep Ex 217, # 49 Exhibit 49 - McCabe Dep Ex 218, # 50 Exhibit 50 - McCabe Dep Ex 221, # 51 Exhibit 51 - Muller Dep Ex 169, # 52 Exhibit 52 - Muller Dep Ex 170, # 53 Exhibit 53 - Muller Dep Ex 171, # 54 Exhibit 54 - Muller Dep Ex 172, # 55 Exhibit 55 - Muller Dep Ex 173, # 56 Exhibit 56 - Muller Dep Ex 174, # 57 Exhibit 57 - Muller Dep Ex 175, # 58 Exhibit 58 - Muller Dep Ex 176, # 59 Exhibit 59 - Muller Dep Ex 177, # 60 Exhibit 60 - Muller Dep Ex 178, # 61 Exhibit 61 - Muller Dep Ex 179, # 62 Exhibit 62 - Muller Dep Ex 180, # 63 Exhibit 63 - Muller Dep Ex 181, # 64 Exhibit 64 - Muller Dep Ex 182, # 65 Exhibit 65 - Muller Dep Ex 183, # 66 Exhibit 66 - Muller Dep Ex 184, # 67 Exhibit 67 - Muller Dep Ex 185, # 68 Exhibit 68 - Muller Dep Ex 186, # 69 Exhibit 69 - Muller Dep Ex 187, # 70 Exhibit 70 - Muller Dep Ex 188) (Jackson, Charles) (Entered: 01/27/2014)
	Request

302	Filed: 1/27/2014, Entered: None
	MOTION FOR PARTIAL SUMMARY JUDGMENT by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Brief in Opposition due 2/18/2014. Brief in Reply due 2/27/2014. (Jackson, Charles) Modified on 1/28/2014. (lak) (Entered: 01/27/2014)
	Request

301	Filed: 1/27/2014, Entered: None
	Declaration of Technical Failure. (Jackson, Charles) (Entered: 01/27/2014)
	Request

300	Filed: 1/27/2014, Entered: None
	MOTION FOR PARTIAL SUMMARY JUDGMENT by Plaintiffs Tammy J. Boyd, Phyllis Johnson. Brief in Opposition due 2/18/2014. Brief in Reply due 2/27/2014. (Gottesdiener, Eli) Modified on 1/28/2014. (lak) (Entered: 01/27/2014)
	Request

299	Filed: 1/21/2014, Entered: None
	Deposition of Gary W. Weston taken on June 27, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

298	Filed: 1/21/2014, Entered: None
	Errata Sheet to 229 Deposition (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

297	Filed: 1/21/2014, Entered: None
	Deposition of Stewart Strope taken on July 15-16, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

296	Filed: 1/21/2014, Entered: None
	Deposition of Terri Potter taken on July 22, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

295	Filed: 1/21/2014, Entered: None
	Deposition of John R. Pollock taken on July 1, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

294	Filed: 1/21/2014, Entered: None
	Deposition of Richard Pearson taken on June 24, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

293	Filed: 1/21/2014, Entered: None
	Deposition of Joan Pahl taken on July 3, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

292	Filed: 1/21/2014, Entered: None
	Deposition of Mary Nick taken on July 30, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

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291	Filed: 1/21/2014, Entered: None
	Deposition of William Morgan taken on June 25 & July 31, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

290	Filed: 1/21/2014, Entered: None
	Deposition of Gregory P. Lyster taken on June 19 & July 2, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

289	Filed: 1/21/2014, Entered: None
	Deposition of Thomas A. Hoffner taken on July 25, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

288	Filed: 1/21/2014, Entered: None
	Deposition of Mary J. Hansen taken on July 23, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

287	Filed: 1/21/2014, Entered: None
	Deposition of Thomas Fuss taken on July 24, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

286	Filed: 1/21/2014, Entered: None
	Deposition of Gordon C. Enderle taken on July 17-18, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

285	Filed: 1/21/2014, Entered: None
	Deposition of James C. Arnett taken on July 23, 2013 (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

284	Filed: 1/21/2014, Entered: None
	Deposition of Claudia M. Greco taken on October 4, 2011 and Errata sheet. (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

283	Filed: 1/21/2014, Entered: None
	Deposition of Linda L. Muller taken on October 3, 2011 and Errata sheet. (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

282	Filed: 1/21/2014, Entered: None
	Deposition of Joyce E. Emerson taken on September 28, 2011 and Errata sheet. (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

281	Filed: 1/21/2014, Entered: None
	Deposition of Stephen A. Hansen taken on September 27, 2011 and Errata sheet. (Gottesdiener, Eli) (Entered: 01/21/2014)
	Request

280	Filed: 10/9/2013, Entered: None
	Declaration of Risa Neiman re 245 Order on Motion to Substitute Party (Attachments: # 1 Exhibit 1 - Class Notice) (Gottesdiener, Eli) (Entered: 10/09/2013)
	Request

279	Filed: 8/29/2013, Entered: None
	Declaration of Charles C. Jackson re 278 Notice (Other) in Support of Statement Regarding Plaintiffs' Unopposed Motion to Modify the Schedule (Attachments: # 1 Exhibit A - 8/21/2013 Email from S. Cohen, # 2 Exhibit B - 8/22/2013 Email from C. Jackson, # 3 Exhibit C - 8/22/2013 Email from S. Cohen, # 4 Exhibit D - 8/23/2013 Email from C. Jackson, # 5 Exhibit E - 8/27/2013 Email from C. Jackson, # 6 Exhibit F - 8/27/2013 Email from S. Cohen, # 7 Exhibit G - 5/24/2013 Ltr from Pls' to Defense Counsel, # 8 Exhibit H - 6/13/2013 Ltr from Defendants', # 9 Exhibit I - 6/18/2013 Ltr from Defendants', # 10 Exhibit J - 6/22/2013 Email from Pls', # 11 Exhibit K - 6/27/2013 Email from S. Cohen, # 12 Exhibit L - 7/1/2013 Ltr from Defendants, # 13 Exhibit M - 7/17/2013 Email from C. Jackson, # 14 Exhibit N - 7/27/2013 Email from C. Jackson, # 15 Exhibit O - 7/27/2013 Email from C. Jackson, # 16 Exhibit P - 5/20/2013 Email from Pls', # 17 Exhibit Q - 5/21/2013 Email from Pls', # 18 Exhibit R - 5/22/2013 Email from Pls', # 19 Exhibit S - 6/3/2013 Ltr from Pls' to Defendants', # 20 Exhibit T - 7/28/2013 Ltr from Pls' to Defendants', # 21 Exhibit U - 8/9/2013 Ltr from Defendants') (Kmoch, Jeffrey) Modified Exhibit 1 date on 8/30/2013 (mmo). (Entered: 08/29/2013)
	Request

278	Filed: 8/29/2013, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Statement Regarding Plaintiffs' Unopposed Motion to Modify The Schedule. (Kmoch, Jeffrey) (Entered: 08/29/2013)
	Request

277	Filed: 8/28/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 274 Motion to Amend Schedule. NO FURTHER EXTENSIONS WILL BE GRANTED IN THIS CASE. Signed by District Judge William M. Conley on 8/28/13. (krj) (Entered: 08/28/2013)
	Request

276	Filed: 8/27/2013, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson re: 274 MOTION to Amend Briefing Schedule (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - 5-24-13 Letter from Plaintiffs' counsel to defense counsel, # 3 Exhibit 2 - 6-4-13 Email from Plaintiffs' counsel to defense counsel, # 4 Exhibit 3 - 6-16-13 Letter from Plaintiffs' counsel to defense counsel and Towers Watson, # 5 Exhibit 4 - 7-26-13 Letter from Plaintiffs' counsel to defense counsel, # 6 Exhibit 5 - 8-20-13 Letter from Plaintiffs' counsel to McDermott Will & Emery LLP, # 7 Exhibit 6 - 6-13-13 Letter from defense counsel to Plaintiffs' counsel, # 8 Exhibit 7 - 6-18-13 Letter from defense counsel to Plaintiffs' counsel, # 9 Exhibit 8 - 7-20-13 Email from defense counsel to Plaintiffs' counsel, # 10 Exhibit 9 - 7-27-13 Email from defense counsel to Plaintiffs' counsel, # 11 Exhibit 10 - 8-7-13 Letter from Plaintiffs' counsel to defense counsel, # 12 Exhibit 11 - 12-17-01 Internal DCES emails (TPM192114-15), # 13 Exhibit 12 - 7-21-13 Letter from Plaintiffs' counsel to defense counsel, # 14 Exhibit 13 - 7-30-13 Email from Plaintiffs' counsel to defense counsel, # 15 Exhibit 14 - 8-9-13 Email from Plaintiffs' counsel to defense counsel, # 16 Exhibit 15 - 7-28-13 Letter from Plaintiffs' counsel to defense counsel) (Cohen, Steven) Modified on 8/28/2013; corrected Exhibit #2 date. (mmo). (Entered: 08/27/2013)
	Request

275	Filed: 8/27/2013, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson re: 274 MOTION to Amend Briefing Schedule (Gottesdiener, Eli) (Entered: 08/27/2013)
	Request

274	Filed: 8/27/2013, Entered: None
	Unopposed Motion to Amend Briefing Schedule by Plaintiffs Tammy J. Boyd, Phyllis Johnson. (Gottesdiener, Eli) (Entered: 08/27/2013)
	Request

273	Filed: 8/22/2013, Entered: None
	ORDER denying 238 Motion for Leave to amend answer; denying as moot 272 Motion to supplement. Signed by District Judge William M. Conley on 8/22/13. (krj) (Entered: 08/22/2013)
	Request

272	Filed: 8/20/2013, Entered: None
	Motion for Leave to File Supplement in Further Opposition to Defendants' Motion for Leave to Amend Their Answer to Include a Counterclaim for Reformation (Response due 8/27/2013.) by Plaintiffs Tammy J. Boyd, Phyllis Johnson. (Attachments: # 1 Exhibit - Proposed Plaintiffs' Supplement, # 2 Exhibit - Proposed Gottesdiener Declaration, # 3 Exhibit - Index of Exhibits, # 4 Exhibit 1 - 7-21-13 Letter from Plaintiffs' counsel to defense counsel, # 5 Exhibit 2 - 7-30-13 Email from Plaintiffs' counsel to defense counsel, # 6 Exhibit 3 - 8-7-13 Letter from Plaintiffs' counsel to defense counsel, # 7 Exhibit 4 - 8-9-13 Email from Plaintiffs' counsel to defense counsel, # 8 Exhibit 5 - 3-6-12 Defendants' Privilege Log for Godfrey and Kahn Documents, # 9 Exhibit 6 - 2-7-13 Enderle email to Hoffner (GKA00008965), # 10 Exhibit 7 - 12-28-05 Enderle emails with Hoffner (GKA-SUPP00001489-90), # 11 Exhibit 8 - 12-23-11 Defendants' Supplemental Privilege Log, # 12 Exhibit 9 - 6-25-07 Hoffner email to Arnett (MER00151434)) (Gottesdiener, Eli) Modified docket text/requested Declaration be filed as separate document with exhibits attached separately on 8/21/2013. Update: Declaration will be marked Proposed, will not be refiled. (mmo). (Entered: 08/20/2013)
	Request

271	Filed: 8/1/2013, Entered: None
	Notice of Appearance filed by Albert Huang for Plaintiff Phyllis Johnson (Huang, Albert) (Entered: 08/01/2013)
	Request

270	Filed: 7/25/2013, Entered: None
	4 DVDs (rough copies) of Video Deposition of Gordon Enderle taken on 7/18/13. (DVDs located in clerk's office exhibit room.) (krj) (Entered: 07/25/2013)
	Request

269	Filed: 7/25/2013, Entered: None
	4 DVDs (rough copies) of Video Deposition of Gordon Enderle taken on 7/17/13. (DVDs located in clerk's office exhibit room.) (krj) Modified on 7/25/2013 (krj). (Entered: 07/25/2013)
	Request

268	Filed: 7/25/2013, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Phyllis Johnson re: 263 Motion to Quash, (Attachments: # 1 Exhibit Ex. 1 - Pls. 7/19/13 Email, # 2 Exhibit Ex. 2 - Pls. 7/24/13 Ltr.) (Gottesdiener, Eli) Modified docket text on 7/25/2013 (mmo). (Entered: 07/25/2013)
	Request

267	Filed: 7/25/2013, Entered: None
	Notice re: Mootness of Towers Watson's Motion to Quash by Plaintiff Phyllis Johnson re 263 Motion to Quash Subpoena for Third Day of Deposition of Gordon Enderle . (Gottesdiener, Eli) Modified docket text on 7/25/2013 (mmo). (Entered: 07/25/2013)
	Request

266	Filed: 7/24/2013, Entered: None
	Certificate of Service by Movant Towers Watson & Co. (Lindner, Laura) (Entered: 07/24/2013)
	Request

265	Filed: 7/24/2013, Entered: None
	Deposition of Gregory P. Lyster taken on July 2, 2013 (Lindner, Laura) Modified on 7/24/2013; no condensed format requested (mmo). (Entered: 07/24/2013)
	Request

264	Filed: 7/24/2013, Entered: None
	Deposition of Gregory P. Lyster taken on June 19, 2013 (Lindner, Laura) Modified on 7/24/2013; no condensed format requested (mmo). (Entered: 07/24/2013)
	Request

263	Filed: 7/23/2013, Entered: None
	Motion to Quash Subpoena for Third Day of Deposition of Gordon Enderle by Movant Towers Watson & Co.. Response due 7/30/2013. (Attachments: # 1 Exhibit A - Subpoena for Deposition of Gordon Enderle, # 2 Exhibit B - Email re: Second Day of Enderle Deposition, # 3 Exhibit C - Email re: Review of Documents Prior to Deposition, # 4 Exhibit D - Rough Draft Transcript of First Day of Enderle's Deposition, # 5 Exhibit E - Rough Draft Transcript of Second Day of Enderle's Deposition, # 6 Exhibit F - Subpoena for Third Day of Enderle Deposition, # 7 Exhibit G - Excerpts from Greg Lyster Deposition Transcript, see 264 , 265 , # 8 Exhibit H - Deposition Exhibits 176 - 178A, Worksheets, # 9 Certificate of Service) (Lindner, Laura) Modified on 7/24/2013; requested attorney refile full/condensed depo. of Gregory Lyster. Final Depositions of Enderl should be filed as separate documents.(mmo). (Entered: 07/23/2013)
	Request

262	Filed: 7/12/2013, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Certifying Distribution of Class Notice to Class Members Currently Receiving Periodic Mailings from the Plan. (Kmoch, Jeffrey) (Entered: 07/12/2013)
	Request

261	Filed: 6/25/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 260 Motion to Admit Matthew Allen Russell Pro Hac Vice. Signed by Magistrate Judge Peter A. Oppeneer on 6/25/13. (krj) (Entered: 06/25/2013)
	Request

260	Filed: 6/24/2013, Entered: None
	Motion to Admit Matthew Allen Russell Pro Hac Vice. ( Pro Hac Vice fee $ 50 receipt number 0758-1194531.) by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Russell, Matthew) (Entered: 06/24/2013)
	Request

259	Filed: 6/19/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 258 Motion to Admit David A. Gomez Pro Hac Vice. Signed by Magistrate Judge Peter A. Oppeneer on 6/19/13. (krj) (Entered: 06/19/2013)
	Request

258	Filed: 6/18/2013, Entered: None
	Motion to Admit David A. Gomez Pro Hac Vice. ( Pro Hac Vice fee $ 50 receipt number 0758-1192230.) by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Gomez, David) (Entered: 06/18/2013)
	Request

257	Filed: 5/23/2013, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in support of Reply re: 238 Motion for Leave to File, (Attachments: # 1 Exhibit A - August 28, 2002 Board Meeting Minutes, # 2 Exhibit B - Plaintiffs' May 10, 2013 Letter) (Kmoch, Jeffrey) (Entered: 05/23/2013)
	Request

256	Filed: 5/23/2013, Entered: None
	Brief in Reply by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in Support of 238 Motion for Leave to File, (Kmoch, Jeffrey) (Entered: 05/23/2013)
	Request

255	Filed: 5/17/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 253 Motion for Extension of Time to provide plaintiffs with a list of all class members not receiving regular periodic plan statements including their full names and current addresses. Signed by District Judge William M. Conley on 5/17/13. (krj) (Entered: 05/17/2013)
	Request

254	Filed: 5/16/2013, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 253 MOTION for Extension of Time, (Kmoch, Jeffrey) (Entered: 05/16/2013)
	Request

253	Filed: 5/16/2013, Entered: None
	Motion for Extension of Time to Provide Plaintiffs with a List of all Class Members not Receiving Regular Periodic Plan Statements Including their full Names and Current Addresses by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 5/23/2013. (Kmoch, Jeffrey) (Entered: 05/16/2013)
	Request

252	Filed: 5/10/2013, Entered: None
	TEXT ONLY ORDER The court is in receipt of the parties' ageed-upon proposed class notice 248 , which the court approves. The parties shall distribute the notice to the class members as set forth in the court's April 25, 2013 order. Signed by District Judge William M. Conley on 5/10/13. (krj) Modified on 5/22/2013 (llj). (Entered: 05/10/2013)
	Request

251	Filed: 5/9/2013, Entered: None
	Corrected Brief in Opposition by Plaintiffs Tammy J. Boyd, Phyllis Johnson re: 238 Motion for Leave to File, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 05/09/2013)
	Request

250	Filed: 5/9/2013, Entered: None
	Disregard - refiled as entry 251 ; Modified on 5/10/2013; attorney refiled a corrected brief. (mmo). (Entered: 05/09/2013)
	Request

249	Filed: 5/9/2013, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson in Support of Plaintiff's Opposition to Defendants' Motion for Leave to Amend their Answer to Include a Counterclaim for Reformation re: 238 Motion for Leave to File, (Attachments: # 1 Exhibit 1 - Defs. 3/25/13 Supplemental Objs. & Resps. Interrogatory No. 9) (Norgard, Matthew) (Entered: 05/09/2013)
	Request

248	Filed: 5/9/2013, Entered: None
	Proposed Notice to Class (Attachments: # 1 Exhibit 1 - Agreed-Upon Proposed Class Notice) (Norgard, Matthew) Modified text on 5/10/2013 (krj). (Entered: 05/09/2013)
	Request

247	Filed: 5/2/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 246 Motion for Extension of Time to respond to 238 motion for leave to file amendment to answer. Brief in Opposition due 5/9/2013. Brief in Reply due 5/23/2013. Signed by District Judge William M. Conley on 5/2/13. (krj) Modified on 5/13/2013 (llj). (Entered: 05/02/2013)
	Request

246	Filed: 4/29/2013, Entered: None
	Unopposed Motion for Extension of Time to Respond to Motion for Leave to Amend Answer by Plaintiffs Tammy J. Boyd, Phyllis Johnson. (Gottesdiener, Eli) (Entered: 04/29/2013)
	Request

245	Filed: 4/25/2013, Entered: None
	ORDER granting 233 Motion to Substitute Party; granting motion for class certification re subclass E2; subclasses approved. Signed by District Judge William M. Conley on 4/25/13. (krj) (Entered: 04/25/2013)
	Request

244	Filed: 4/19/2013, Entered: None
	Declaration of Sue L. Hansen filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson in Support of Plaintiffs' Reply in Support of Their Motion for Substitution of Deceased Representative Hansen by His Widow re: 233 Motion to Substitute Party, (Gottesdiener, Eli) (Entered: 04/19/2013)
	Request

243	Filed: 4/19/2013, Entered: None
	Brief in Reply by Plaintiffs Tammy J. Boyd, Phyllis Johnson in Support of 233 Motion to Substitute Party, (Gottesdiener, Eli) (Entered: 04/19/2013)
	Request

242	Filed: 4/19/2013, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson in Support of Plaintiffs' Reply in Support of Their Motion for Substitution of Deceased Representative Hansen by His Widow re: 233 Motion to Substitute Party, (Attachments: # 1 Exhibit Ex. 1 - Duties of Class Representatives (MPL-SHAN0026)) (Gottesdiener, Eli) (Entered: 04/19/2013)
	Request

241	Filed: 4/19/2013, Entered: None
	Exhibit A (Corrected Version) to 238 Motion for Leave to File, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Attachments: # 1 Exhibit 1 - Redline Comparison of Corrected Exhibit A) (Kmoch, Jeffrey) Modified on 4/19/2013 (krj). (Entered: 04/19/2013)
	Request

240	Filed: 4/18/2013, Entered: None
	Brief in Support of 238 Motion for Leave to File, by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Kmoch, Jeffrey) (Entered: 04/18/2013)
	Request

239	Filed: 4/18/2013, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 238 Motion for Leave to File, (Attachments: # 1 Exhibit A - Supplemental Discovery Responses, # 2 Exhibit B - Email to Plaintiffs' Counsel) (Kmoch, Jeffrey) (Entered: 04/18/2013)
	Request

238	Filed: 4/18/2013, Entered: None
	Motion for Leave to File Amendment to Answer to Include Counterclaim for Reformation by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit A - Proposed Counterclaim for Reformation) (Kmoch, Jeffrey) (Entered: 04/18/2013)
	Request

237	Filed: 4/12/2013, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in support of Defendants' Response to re: 233 Motion to Substitute Party, (Attachments: # 1 Exhibit A - Plaintiffs' Second Amended Initial Disclosures, # 2 Exhibit B - Plaintiffs' March 25, 2013 Letter) (Kmoch, Jeffrey) (Entered: 04/12/2013)
	Request

236	Filed: 4/12/2013, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 233 Motion to Substitute Party, filed by Phyllis Johnson, Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 04/12/2013)
	Request

235	Filed: 4/5/2013, Entered: None
	Declaration of Sue L. Hansen filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson re: 233 Motion to Substitute Party, (Norgard, Matthew) (Entered: 04/05/2013)
	Request

234	Filed: 4/5/2013, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson re: 233 Motion to Substitute Party, (Attachments: # 1 Exhibit 1 - Hansen Enrollment Form (MER00077922), # 2 Exhibit 2 - Hansen Account Balance Distribution Directive (MER00078094-95)) (Norgard, Matthew) (Entered: 04/05/2013)
	Request

233	Filed: 4/5/2013, Entered: None
	Motion to Substitute Party Suggestion of Death and Motion for Substitution of Deceased Representative Stephen Hansen With His Widow and Beneficiary by Plaintiffs Tammy J. Boyd, Phyllis Johnson. Response due 4/12/2013. (Gottesdiener, Eli) (Entered: 04/05/2013)
	Request

232	Filed: 4/4/2013, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson re: 217 Order on Motion to Compel,, Order on Motion for Protective Order, Order on Motion for Miscellaneous Relief, (Attachments: # 1 Exhibit 1 - Smith Individual Account Statements 1989-1993, # 2 Exhibit 2 - Boyd Individual Account Statements 1987-1992) (Norgard, Matthew) Modified docket text on 4/5/2013 (mmo). (Entered: 04/04/2013)
	Request

231	Filed: 4/4/2013, Entered: None
	Brief in Reply by Plaintiffs Tammy J. Boyd, Phyllis Johnson in Support of Plaintiff Donna L. Smith's Adequacy to Represent Subclass E2. (Gottesdiener, Eli) Modified docket text on 4/5/2013 (mmo). (Entered: 04/04/2013)
	Request

230	Filed: 3/25/2013, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. To The Designation of Plaintiff Donna L. Smith As Class Representative For Proposed Subclass E2 re: 217 Order. (Kmoch, Jeffrey) Modified docket text on 3/26/2013 (mmo). (Entered: 03/25/2013)
	Request

229	Filed: 3/25/2013, Entered: None
	Deposition of Donna L. Smith taken on March 13, 2013 (Attachments: # 1 Exhibit 265 (Benefit Election Form), # 2 Exhibit 266 (Engagement Letter)) (Kmoch, Jeffrey) (Entered: 03/25/2013)
	Request

228	Filed: 3/8/2013, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiffs Tammy J. Boyd, Phyllis Johnson In Support of Plaintiffs' Brief Regarding Notice to Class Members re: 217 Order on Motion to Compel,, Order on Motion for Protective Order, Order on Motion for Miscellaneous Relief,,,, (Attachments: # 1 Exhibit Ex. 1- Pls. 3/5/13 Letter, # 2 Exhibit Ex. 2 - Pls. 3/8/13 Letter, # 3 Exhibit Ex. 3 - Defs. 3/8/13 Letter) (Norgard, Matthew) (Entered: 03/08/2013)
	Request

227	Filed: 3/8/2013, Entered: None
	Notice by Plaintiff Phyllis Johnson re 217 Order on Motion to Compel,, Order on Motion for Protective Order, Order on Motion for Miscellaneous Relief,,,, Plaintiffs' Brief Regarding Notice to Class Members. (Gottesdiener, Eli) (Entered: 03/08/2013)
	Request

226	Filed: 3/8/2013, Entered: None
	Notice re: 217 Order filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. - Position Statement as to Whether Class Notice is Appropriate at This Time. (Kmoch, Jeffrey) Modified docket relationship on 3/11/2013 (mmo). (Entered: 03/08/2013)
	Request

225	Filed: 3/8/2013, Entered: None
	Notice of Appearance filed by Matthew Clark Norgard for Plaintiff Phyllis Johnson (Norgard, Matthew) (Entered: 03/08/2013)
	Request

224	Filed: 2/25/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 223 Motion to Amend/Correct 2/14/13 text only order #221. The second sentence of the 2/14/13 text only order which currently reads: "The court also amends its February 8, 2013, order 217 to allow defendants 90 days to accomplish production of a privilege log and/or all responsive, non-privileged documents.", is amended to read as follows: "The court also amends its February 8, 2013, order 217 to allow defendants 90 days from the date of the February 8th order within which to produce to Plaintiffs all responsive Meriter documents located through the use of the list of keywords the parties are currently finalizing or, with respect to responsive Meriter documents located through the use of those keywords that Defendants claim as privileged, privilege log entries justifying all such withholdings." Signed by District Judge William M. Conley on 2/22/13. (krj) Modified text on 2/28/2013 (krj). Modified on 3/14/2013 (llj). (Entered: 02/25/2013)
	Request

223	Filed: 2/22/2013, Entered: None
	Joint Motion to Amend/Correct 221 Order on Motion to Strike, Order on Motion to Stay, Order on Motion for Leave to File, Order on Motion to Compel,,,,,,,, by Plaintiffs Tammy J. Boyd, Phyllis Johnson, Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Gottesdiener, Eli) (Entered: 02/22/2013)
	Request

222	Filed: 2/14/2013, Entered: None
	Transcript of Telephonic Scheduling Conference, held 2/13/2013 before District Judge William M. Conley. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (arw) (Entered: 02/14/2013)
	Request

221	Filed: 2/14/2013, Entered: None
	TEXT ONLY ORDER The court held a telephonic conference. For the reasons stated on the record, plaintiffs' 213 second motion to compel seeking an order deeming privilege waived due to failure to provide a privilege log is DENIED. The court also amends its February 8, 2013, order 217 to allow defendants 90 days to accomplish production of a privilege log and/or all responsive, non-privileged documents. The following motions are DENIED as moot: 178 , 200 , 205 . Signed by District Judge William M. Conley on 2/13/2013. (lak) (Entered: 02/14/2013)
	Request

220	Filed: 2/11/2013, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in Support of Brief in Opposition re: 213 Motion to Compel, (Attachments: # 1 Exhibit A - 2/1/2013 email to Plaintiffs' Counsel) (Kmoch, Jeffrey) (Entered: 02/11/2013)
	Request

219	Filed: 2/11/2013, Entered: None
	Declaration of Ritu (Rita) Srivastava filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in Support of Brief in Opposition re: 213 Motion to Compel, (Kmoch, Jeffrey) (Entered: 02/11/2013)
	Request

218	Filed: 2/11/2013, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 213 Motion to Compel, filed by Phyllis Johnson, Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 02/11/2013)
	Request

217	Filed: 2/8/2013, Entered: None
	ORDER granting in part and denying in part 151 Motion to Compel; granting in part and denying in part 161 Motion to Compel; granting in part and denying in part 174 Motion for Protective Order; denying 190 Motion to Certify Consolidated Subclass E. Schedule set. All future discovery related briefs limited to 10 pages. Any filing made after 5:00 pm Central Time to be deemed to have been filed the following day. Signed by District Judge William M. Conley on 2/8/13. (krj) (Entered: 02/08/2013)
	Request

216	Filed: 2/4/2013, Entered: None
	TEXT ONLY ORDER The court is in receipt of plaintiffs' second motion to compel seeking an order deeming privilege waived due to failure to provide a privilege log 213 . Given the late hours of its filing, defendants will be given until Monday, February 11, 2013 to respond. Judge Conley will take up this motion, as well as the other pending discovery-related motions 151 , 161 , 174 , at the telephonic conference scheduled for Wednesday, February 13, 2013 at 1:00 p.m. Signed by District Judge William M. Conley on 2/4/13. (krj) Modified text on 2/4/2013 (krj). Modified on 2/14/2013 (llj). (Entered: 02/04/2013)
	Request

215	Filed: 2/4/2013, Entered: None
	Notice by Plaintiff Phyllis Johnson re 213 Second Motion to Compel Seeking An Order Deeming Privilege Waived Due to Failure to Provide a Privilege Log Errata re Plaintiffs' February 1, 2013 Motion. (Gottesdiener, Eli) (Entered: 02/04/2013)
	Request

214	Filed: 2/1/2013, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiff Phyllis Johnson re: 213 Motion to Compel, (Attachments: # 1 Exhibit Ex. 1 - Pls. 1/17/13 Ltr., # 2 Exhibit Ex. 2 - Defs. 1/18/13 Ltr., # 3 Exhibit Ex. 3 - Defs. 1/25/13 Ltr., # 4 Exhibit Ex. 4 - Defs. 2/1/13 Ltr.) (Gottesdiener, Eli) Modified filer on 2/4/2013 (krj). (Entered: 02/01/2013)
	Request

213	Filed: 2/1/2013, Entered: None
	Second Motion to Compel Seeking An Order Deeming Privilege Waived Due to Failure to Provide a Privilege Log by Plaintiff Phyllis Johnson. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 2/8/2013. (Gottesdiener, Eli) Modified filer on 2/4/2013 (krj). (Entered: 02/01/2013)
	Request

212	Filed: 1/29/2013, Entered: None
	TEXT ONLY ORDER ORDER granting 211 Motion to Reschedule Hearing.Telephone Scheduling Conference reset for 2/13/2013 at 01:00 PM. Counsel for plaintiff remains responsible for setting up the call to chambers at (608) 264-5087. Signed by District Judge William M. Conley on 1/29/13. (krj) (Entered: 01/29/2013)
	Request

211	Filed: 1/28/2013, Entered: None
	Unopposed Motion to Reschedule The February 7, 2013 Scheduling Conference by Plaintiff Tammy J. Boyd. (Gottesdiener, Eli) (Entered: 01/28/2013)
	Request

210	Filed: 12/26/2012, Entered: None
	JUDGMENT from USCA affirming district court as to Notice of Appeal, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. No record to be returned. (Attachments: # 1 Mandate, # 2 Appellate Opinion) (rep) (Entered: 12/26/2012)
	Request

209	Filed: 10/29/2012, Entered: None
	Stipulated Protective Order. Signed by Magistrate Judge Stephen L. Crocker on 10/26/12. (krj)


208	Filed: 10/26/2012, Entered: None
	Joint Motion for Protective Order for Entry of Stipulated Confidentiality Order by Plaintiff Tammy J. Boyd, Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit Ex. 1 - Stipulated Confidentiality Order) (Gottesdiener, Eli) (Entered: 10/26/2012)
	Request

207	Filed: 6/4/2012, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 205 Motion for Leave to File, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 06/04/2012)
	Request

206	Filed: 6/1/2012, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 205 Motion for Leave to File, (Attachments: # 1 Exhibit A - May 15 through May 21, 2012 Email Exchange) (Kmoch, Jeffrey) (Entered: 06/01/2012)
	Request

205	Filed: 6/1/2012, Entered: None
	Motion for Leave to File a Reply in Support of Defendants' Motion for a Temporary Stay of Proceedings by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit 1 - Proposed Reply in Support of Defendants' Motion for a Temporary Stay of Proceedings) (Kmoch, Jeffrey) (Entered: 06/01/2012)
	Request

204	Filed: 5/29/2012, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 200 Motion to Stay filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 05/29/2012)
	Request

203	Filed: 5/24/2012, Entered: None
	Transcript Request Form by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Sturgeon, Jeffrey) (Entered: 05/24/2012)
	Request

202	Filed: 5/22/2012, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 200 Motion to Stay (Kmoch, Jeffrey) (Entered: 05/22/2012)
	Request

201	Filed: 5/22/2012, Entered: None
	Brief in Support of 200 Motion to Stay by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Kmoch, Jeffrey) (Entered: 05/22/2012)
	Request

200	Filed: 5/22/2012, Entered: None
	Motion to Stay by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 5/29/2012. (Kmoch, Jeffrey) (Entered: 05/22/2012)
	Request

199	Filed: 5/21/2012, Entered: None
	USCA Case Number 12-2216 for Notice of Appeal, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (krj) (Entered: 05/21/2012)
	Request

198	Filed: 5/21/2012, Entered: None
	Transmission of Appeal Information Sheet, Docket Sheet and Order to US Court of Appeals re Notice of Appeal. (Attachments: # 1 Order, # 2 Docket sheet) (mmo) (Entered: 05/21/2012)
	Request

197	Filed: 5/21/2012, Entered: None
	Appeal Information Packet (mmo) (Entered: 05/21/2012)
	Request

196	Filed: 5/15/2012, Entered: None
	Order from U.S. Court of Appeals for the Seventh Circuit granting petition for permission to appeal. Petitioners shall pay required appellate fees to district court within fourteen days from entry of this order. (mmo) (Entered: 05/15/2012)
	Request

195	Filed: 4/3/2012, Entered: None
	Exhibit 2 - 2004-05-19 Request to Distribute (MER00078098) (REDACTED) to 194 Declaration of Eli Gottesdiener filed by Tammy J. Boyd. (Gottesdiener, Eli) Modified on 4/4/2012 (llj). (Entered: 04/03/2012)
	Request

194	Filed: 4/2/2012, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 190 Motion to Certify Consolidated Subclass E. (Attachments: # 1 Exhibit 1 - 1/26/04 Projection, # 2 Exhibit 2 - 5/19/04 Request to Distribute (Sealed per counsel's request), # 3 Exhibit 3 - 2002 IRS Form 5500) (Gottesdiener, Eli) Modified on 4/3/2012 (jaf). Modified on 4/4/2012 (llj). (Entered: 04/03/2012)


193	Filed: 4/2/2012, Entered: None
	Brief in Reply by Plaintiff Tammy J. Boyd in Support of 190 Motion to Certify Consolidated Subclass E. (Gottesdiener, Eli) Modified on 4/4/2012 (llj). (Entered: 04/02/2012)
	Request

192	Filed: 3/26/2012, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in Support of Brief in Opposition re: 190 Motion to Certify Consolidated Subclass E. (Attachments: # 1 Exhibit A - Petition for Writ of Certiorari) (Sturgeon, Jeffrey) Modified text on 3/27/2012 (krj). (Entered: 03/26/2012)
	Request

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191	Filed: 3/26/2012, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 190 Motion to Certify Consolidated Subclass E , filed by Tammy J. Boyd (Sturgeon, Jeffrey) Modified text on 3/27/2012 (krj). (Entered: 03/26/2012)
	Request

190	Filed: 3/12/2012, Entered: None
	Motion to Certify Consolidated Subclass E by Plaintiff Tammy J. Boyd. Response due 3/19/2012. (Gottesdiener, Eli) Modified docket text on 3/12/2012 (mmo). Modified on 4/4/2012 (llj). (Entered: 03/12/2012)
	Request

189	Filed: 3/8/2012, Entered: None
	TEXT ONLY ORDER Having reviewed plaintiffs' motion to stay 188 and seeing no basis for staying any portion of this case pending interlocutory appeal, the motion is DENIED. In light of the timing of the motion, the court, however, will extend the deadlines as follows: motion for new proposed class representative or motion to certify consolidated subclass due 3/12/12; opposition due 3/26/12; reply due 4/2/12. Signed by District Judge William M. Conley on 3/8/12. (krj) Modified on 3/8/2012 (krj). (Entered: 03/08/2012)
	Request

188	Filed: 3/6/2012, Entered: None
	Motion to Stay or Reset Proposed Subclass E2-Related Briefing Deadlines in Light of Defendants Fed. R. Civ. P. 23(F) Petition in the Court of Appeals by Plaintiff Tammy J. Boyd. Response due 3/13/2012. (Attachments: # 1 Exhibit 1- Emails between Plaintiffs' counsel and defense counsel) (Gottesdiener, Eli) (Entered: 03/06/2012)
	Request

187	Filed: 3/5/2012, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. of 23(f) Petition filed in the United States Court of Appeals for the Seventh Circuit. (Sturgeon, Jeffrey) (Entered: 03/05/2012)
	Request

186	Filed: 2/17/2012, Entered: None
	ORDER granting in part and denying in part 119 Motion for Leave to File surreply regarding suitability of Tammy Boyd as class representative; denying 131 Motion to Strike surreply concerning adequacy of other class representatives and expert report; granting 82 Motion to Amend Complaint to add additional named plaintiffs and proposed class representatives; granting, with the exception of subclass E2, 83 Motion to Certify Class under Rule 23. Motion for new proposed class representative or motion to certify consolidated subclass due 3/8/12; opposition due 3/22/12; reply due 3/29/12. Signed by District Judge William M. Conley on 2/17/12. (krj) (Entered: 02/17/2012)


184	Filed: 2/9/2012, Entered: None
	TEXT ONLY ORDER Because the court has not yet issued its ruling on the pending motion for class certification, without which the parties cannot adequately prepare to meet other imminent deadlines, it is ORDERED that the remainder of the current schedule in this case is STRICKEN. After the court has issued its class action order, the clerk's office will set a telephonic status and scheduling conference so that we can re-set the calendar. Signed by Magistrate Judge Stephen L. Crocker on 2/9/12. (krj) (Entered: 02/09/2012)
	Request

183	Filed: 2/8/2012, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 182 Motion for Miscellaneous Relief (Attachments: # 1 Exhibit 1 - January 19, 2011 Hearing Transcript (excerpt), # 2 Exhibit 2 - December 13, 2011 Hearing Transcript (excerpt), # 3 Exhibit 3 - email exchange between the parties) (Sturgeon, Jeffrey) (Entered: 02/08/2012)
	Request

182	Filed: 2/8/2012, Entered: None
	Motion to Modify or Vacate the Current Scheduling Order, or For a Scheduling Conference by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 2/15/2012. (Sturgeon, Jeffrey) (Entered: 02/08/2012)
	Request

181	Filed: 2/3/2012, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 178 Motion to Strike filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 02/03/2012)
	Request

180	Filed: 2/2/2012, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 174 Motion for Protective Order (Attachments: # 1 Exhibit 1 - 1/3/12 Letter from Plaintiff's counsel, # 2 Exhibit 2 - 10/29/11 Letter from Plaintiffs counsel, # 3 Exhibit 3 - 1/3/12 Email from Plaintiffs counsel) (Gottesdiener, Eli) (Entered: 02/02/2012)
	Request

179	Filed: 2/2/2012, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 174 Motion for Protective Order filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. and cross motion for an order directing defendants to meet and confer. (Gottesdiener, Eli) Modified text on 2/3/2012 (krj). (Entered: 02/02/2012)
	Request

178	Filed: 2/2/2012, Entered: None
	Motion to Strike 172 Supplement to Plaintiff's Motions to Compel by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 2/9/2012. (Kmoch, Jeffrey) (Entered: 02/02/2012)
	Request

177	Filed: 2/1/2012, Entered: None
	Declaration of Kenneth W. Moss filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 174 Motion for Protective Order (Kmoch, Jeffrey) (Entered: 02/01/2012)
	Request

176	Filed: 2/1/2012, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 174 Motion for Protective Order (Attachments: # 1 Exhibit 1 - Plaintiffs Fifth Supplemental Discovery Requests, # 2 Exhibit 2 - Defendants' 1/20/2011 Letter, # 3 Exhibit 3 - Defendants' 3/18/2011 Letter, # 4 Exhibit 4 - Defendants' 5/3/2011 Letter, # 5 Exhibit 5 - Plaintiff's 5/27/2011 Letter, # 6 Exhibit 6 - Defendants' 6/14/2011 Letter, # 7 Exhibit 7 - Plaintiff's 6/30/2011 Letter, # 8 Exhibit 8 - Defendants' 1/20/2012 Letter, # 9 Exhibit 9 - Defendants' 6/21/2011 Letter, # 10 Exhibit 10 - Defendants' 1/30/2012 Letter, # 11 Exhibit 11 - Plaintiff's 2/1/2012 Letter, # 12 Exhibit 12 - Plaintiff's Second Set of Supplemental Discovery Requests, # 13 Exhibit 13 - Plaintiff's Third Set of Supplemental Discovery Requests, # 14 Exhibit 14 - Defendants' Objections and Responses to Plaintiff's Second Set of Supplemental Discovery Requests, # 15 Exhibit 15 - Defendants' Objections and Responses to Plaintiff's Third Set of Supplemental Discovery Requests) (Kmoch, Jeffrey) (Entered: 02/01/2012)
	Request

175	Filed: 2/1/2012, Entered: None
	Brief in Support of 174 Motion for Protective Order by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Kmoch, Jeffrey) (Entered: 02/01/2012)
	Request

174	Filed: 2/1/2012, Entered: None
	Motion for Protective Order by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Kmoch, Jeffrey) (Entered: 02/01/2012)
	Request

173	Filed: 1/31/2012, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 151 Motion to Compel, 161 Motion to Compel (Attachments: # 1 Exhibit - Letter from defense counsel to Plaintiffs counsel, # 2 Exhibit - Letter from Plaintiffs counsel to defense counsel, # 3 Exhibit - Defendants Supplemental Privilege Log, # 4 Exhibit - Internal Meriter emails attaching Godfrey & Kahn invoice,, # 5 Exhibit - Check requisition form and invoice, MER00130132-34, # 6 Exhibit - Check requisition form and invoice, MER00130129-31, # 7 Exhibit - Letter from Tricia Conover of Meriter to Laura Skonecki of, # 8 Exhibit - Godfrey & Kahn invoice, MER00122499-501, # 9 Exhibit - Internal Meriter emails, MER00090737-38, # 10 Exhibit - Letter from U.S. Department of Labor, MER00122735-37, # 11 Exhibit - Internal Meriter emails, MER00121304-06, # 12 Exhibit - Internal Meriter emails, MER00127334, # 13 Exhibit - Godfrey & Kahn invoice, GKA00003442-48, # 14 Exhibit - Email from Thomas A. Hoffner to Mary Nick,) (Gottesdiener, Eli) Modified on 2/1/2012 (mmo). Filer contacted court; document should be linked to both motions to compel. Modified on 2/1/2012 (krj). (Entered: 02/01/2012)
	Request

172	Filed: 1/31/2012, Entered: None
	Supplement to 151 Motion to Compel and 161 Motion to Compel filed by Tammy J. Boyd (Gottesdiener, Eli) Filer contacted court; document should be linked to both motions to compel. Modified on 2/1/2012 (krj). (Entered: 01/31/2012)
	Request

171	Filed: 1/24/2012, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. In Support of Defendants' Opposition to Plaintiff's Motion to Compel Full and Complete Responses to Seven Discovery Requests re: 161 Motion to Compel (Attachments: # 1 Exhibit 1 - Defendants' Objections and Responses to Plaintiff's Third Set of Supplemental Discovery Requests, # 2 Exhibit 1 - Defendants' 1/13/2012 Letter, # 3 Exhibit 3 - Plaintiff's Objections and Responses to Defendants' Second Set of Discovery Requests, # 4 Exhibit 4 - Plaintiff's First Set of Supplemental Discovery Requests, # 5 Exhibit 5 - Defendants' 6/14/2011 Letter, # 6 Exhibit 6 - November 26, 2007 letter (MPL001473), # 7 Exhibit 7 - Defendants' 6/21/2011 Letter, # 8 Exhibit 8 - Defendants' 4/1/2011 Letter, # 9 Exhibit 9 - Plaintiff's Objections and Responses to Defendants' First Request for Production of Documents) (Kmoch, Jeffrey) (Entered: 01/24/2012)
	Request

170	Filed: 1/24/2012, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 161 Motion to Compel filed by Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 01/24/2012)
	Request

169	Filed: 1/17/2012, Entered: None
	TEXT ONLY ORDER Defendants' motion for more time to respond to plaintiff's motion to compel 164 is granted over plaintiffs' objections. Brief in Opposition due 1/24/2012. Signed by Magistrate Judge Stephen L. Crocker on 1/17/12. (krj) (Entered: 01/17/2012)
	Request

168	Filed: 1/17/2012, Entered: None
	Declaration of Jeffrey Joseph Kmoch re 167 Notice (Other) (Attachments: # 1 Exhibit Defendants' January 13, 2012 Letter, # 2 Exhibit January 13, 2012 Supplemental Meriter Privilege Log, # 3 Exhibit January 13, 2012 Supplemental Towers Watson Privilege Log) (Kmoch, Jeffrey) (Entered: 01/17/2012)
	Request

167	Filed: 1/17/2012, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re 159 Brief in Opposition Regarding Relevant Discovery Activity. (Kmoch, Jeffrey) (Entered: 01/17/2012)
	Request

166	Filed: 1/12/2012, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 164 MOTION for Extension of Time, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 01/12/2012)
	Request

165	Filed: 1/12/2012, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 164 MOTION for Extension of Time, (Attachments: # 1 Exhibit A - 1/11/2012 Email from Defendants' Counsel to Plaintiff's Counsel, # 2 Exhibit B - 1/12/2012 Letter from Plaintiff's Counsel to Defendants' Counsel) (Sturgeon, Jeffrey) (Entered: 01/12/2012)
	Request

164	Filed: 1/12/2012, Entered: None
	Motion for Extension of Time to Respond to 161 Motion to Compel by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 1/19/2012. (Sturgeon, Jeffrey) Added docket entry relationship on 1/13/2012 (krj). (Entered: 01/12/2012)
	Request

163	Filed: 1/11/2012, Entered: None
	TEXT ONLY ORDER The 1/18/12 telephone motion hearing on plaintiff's motion to compel 151 is canceled. The court will rule on both pending discovery motions in writing as its schedule permits. Signed by Magistrate Judge Stephen L. Crocker on 1/11/12. (krj) Modified on 2/9/2012 (llj). (Entered: 01/11/2012)
	Request

162	Filed: 1/10/2012, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 161 Motion to Compel (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - Plaintiffs Third Set of Supplemental Discovery Requests and Ex. 1, # 3 Exhibit 2 - Letter from Plaintiffs counsel to defense counsel, # 4 Exhibit 3 - Letter from Plaintiffs counsel to Meriter Plan Administrator, # 5 Exhibit 4 - Board of Directors Meeting Minutes, MER00104327-33, # 6 Exhibit 5 - RPC Meeting Minutes, MER00084363-64, # 7 Exhibit 6 - Pension Committee Meeting Minutes, MER00012434-35, # 8 Exhibit 7 - Letter from Plaintiffs counsel to defense counsel, # 9 Exhibit 8 - Second Amendment to Meriter Plan, MER00000412-13, # 10 Exhibit 9 - Letter from Plaintiffs counsel to defense counsel, # 11 Exhibit 10 - Letter from Plaintiffs counsel to defense counsel, # 12 Exhibit 11 - 2008 IRS Form 5500, MPL001067-143, # 13 Exhibit 12 - 2009 IRS Form 5500, MER00000014-107, # 14 Exhibit 13 - IRS Form 5300, MPL001486-89) (Gottesdiener, Eli) Modified exhibit numbers on 1/11/2012 (mmo). (Entered: 01/11/2012)
	Request

161	Filed: 1/10/2012, Entered: None	Motion to Compel
	Motion to Compel by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 1/17/2012. (Gottesdiener, Eli) (Entered: 01/10/2012)
	Request

160	Filed: 1/6/2012, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. In Support of Defendants' Opposition re: 151 Motion to Compel, (Attachments: # 1 Exhibit 1 - 2/14/2011 - Letter to Plaintiff's Counsel, # 2 Exhibit 2 - 4/4/2011 - Defendants Objections and Responses to Plaintiffs Request for Production of Documents RFP No. 2, # 3 Exhibit 3 - 4/18/2011 - Defendants Objections and Responses to Plaintiffs First Set of Supplemental Discovery Requests, # 4 Exhibit 4 - 6/14/2011 - Letter to Plaintiff's Counsel, # 5 Exhibit 5 - 6/20/2011 - Defendants Objections and Responses to Plaintiffs Second Set of Supplemental Discovery Requests, # 6 Exhibit 6 - 6/27/2011 - Letter to Plaintiff's Counsel, # 7 Exhibit 7 - 7/29/2011 - Defendants Objections and Responses to Plaintiffs Third Set of Supplemental Discovery Requests, # 8 Exhibit 8 - 8/12/2011 - Letter to Defendants' Counse, # 9 Exhibit 9 - 8/23/2011 - Letter to Defendants' Counsel, # 10 Exhibit 10 - 9/20/2011 - Letter to Plaintiff's Counsel, # 11 Exhibit 11 - 9/20/2011 - Letter to Plaintiff's Counsel (second letter), # 12 Exhibit 12 - 9/23/2011 - Letter to Plaintiff's Counsel, # 13 Exhibit 13 - 9/26/2011 - Letter to Plaintiff's Counsel, # 14 Exhibit 14 - 9/26/2011 - Letter to Defendants' Counsel, # 15 Exhibit 15 - 9/27/2011 - Letter to Defendants' Counsel, # 16 Exhibit 16 - 9/29/2011 - Letter to Defendants' Counsel, # 17 Exhibit 17 - 9/30/2011 - Letter to Defendants' Counsel, # 18 Exhibit 18 - 10/1/2011 - Letter to Defendants' Counsel, # 19 Exhibit 19 - 10/3/2011 - Letter to Plaintiff's Counsel, # 20 Exhibit 20 - 10/6/2011 - Letter to Defendants' Counsel, # 21 Exhibit 21 - 10/27/2011 - Letter to Defendants' Counsel, # 22 Exhibit 22 - 11/8/2011 - Letter to Plaintiff's Counse, # 23 Exhibit 23 - 11/11/2011 - Letter to Defendants' Counsel, # 24 Exhibit 24 - 11/15/2011 - Defendants' Privilege Log, # 25 Exhibit 25 - 12/9/2011 - Defendants' Privilege Log, # 26 Exhibit 26 - 12/16/2011 - Letter to Plaintiff's Counsel, # 27 Exhibit 27 - 12/16/2011 - Tower's Watson Privilege Log, # 28 Exhibit 28 - 12/23/2011 - Defendants' Supplemental Privilege Log, # 29 Exhibit 29 - 1/3/2012 - Plaintiffs Fifth Supplemental Discovery Requests, # 30 Exhibit 30 - 1/6/2012 - Defendants Supplemental Privilege Log, # 31 Exhibit 31 - 1/6/2012 - Letter to Plaintiff's Counsel, # 32 Exhibit 32 - 11/22/2011 - Letter to Defendants' Counsel) (Kmoch, Jeffrey) (Entered: 01/06/2012)
	Request

159	Filed: 1/6/2012, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 151 Motion to Compel, filed by Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 01/06/2012)
	Request

158	Filed: 12/29/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 157 Joint Motion to Replace Exhibits. Signed by Magistrate Judge Stephen L. Crocker on 12/28/2011. (arw) (Entered: 12/29/2011)
	Request

157	Filed: 12/28/2011, Entered: None
	Joint Motion to Replace Exhibits by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Response due 1/4/2012. (Attachments: # 1 Exhibit Replacement - Docket No. 114-3 (Exhibit 3 Letter to Phyllis Johnson regarding disbursement), # 2 Exhibit Replacement - Docket No. 114-4 (Exhibit 4 Madge English disbursement form), # 3 Exhibit Replacement - Docket No. 114-5 (Exhibit 5 Tammy Boyd disbursement and benefit election form), # 4 Exhibit Replacement - Docket No. 118-4 (Exhibit D Excerpts English), # 5 Exhibit Replacement - Docket No. 118-7 (Exhibit G Excerpts Johnson), # 6 Exhibit Replacement - Docket No. 118-14 (Exhibit K Excerpts Wages) (Sturgeon, Jeffrey) (Entered: 12/28/2011)
	Request

156	Filed: 12/22/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 153 Motion for Extension of Time. Response to 151 motion to compel due 1/6/2012. Telephone Motion Hearing reset from 12/28/2011 to 1/18/2012 at 11:00 AM. Counsel for plaintiff responsible for setting up the call to chambers at (608) 264-5153. Signed by Magistrate Judge Peter A. Oppeneer on 12/22/11. (krj) (Entered: 12/22/2011)
	Request

155	Filed: 12/22/2011, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 153 MOTION for Extension of Time, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. to Defendants Motion to Vacate Court-Scheduled December 28 Hearing and to Extend the Court-Established Deadline for Responding to Plaintiffs Motion Regarding Defendants Refusal to Log Allegedly Privileged Documents Withheld from Plaintiff for Months (Gottesdiener, Eli) (Entered: 12/22/2011)
	Request

154	Filed: 12/22/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 153 MOTION for Extension of Time, (Attachments: # 1 Ex. A - 12/21/11 E-mail Requesting Extension, # 2 Ex. B - 12/21/11 Letter from Plaintiff's Counsel to Defense Counsel re Extension, # 3 Ex. C - 12/21/11 Letter from Plaintiff's Counsel to Defense Counsel re Discovery) (Sturgeon, Jeffrey) (Entered: 12/22/2011)
	Request

153	Filed: 12/22/2011, Entered: None
	Motion for Extension of Time TO RESPOND TO PLAINTIFFS 151 THIRD MOTION TO COMPEL by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 12/29/2011. (Sturgeon, Jeffrey) Modified docket relationship on 12/22/2011 (mmo). (Entered: 12/22/2011)
	Request

152	Filed: 12/20/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 151 Motion to Compel, (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - 12/16/11 Letter from defense counsel to Plaintiffs counsel attaching Towers Privilege Log, # 3 Exhibit 2 - 12/20/11 Letter from Plaintiff counsels to defense counsel, # 4 Exhibit 3 - 11/15/11 Defendants Privilege Log, # 5 Exhibit 4 - 11/18/11 Letter from defense counsel to Plaintiffs counsel, # 6 Exhibit 5 - 1/24/91 Pension Committee Meeting Minutes, MER00100372-74, # 7 Exhibit 6 - 5/1/02 Compilation of letters between McGladrey and Meriter, Towers, & Godfrey, MER00101031-45, # 8 Exhibit 7 - 8/17/10 Pension Committee Meeting Minutes, MER00010350-51, # 9 Exhibit 8 - 2/1/02 Pension Committee Draft Meeting Minutes, MER00099311-12, # 10 Exhibit 9 - 11/5/09 Pension Committee Meeting Agenda for November 12, 2009, MER00000675, # 11 Exhibit 10 - 11/12/09 Pension Committee Meeting Minutes, MER00012434-35, # 12 Exhibit 11 - 11/19/08 Godfrey & Kahn Billing Summary, GKA00001814, # 13 Exhibit 12 - 5/23/11 Towers Subpoena, # 14 Exhibit 13 - 8/2/11 Letter from defense counsel to Plaintiffs counsel) (Gottesdiener, Eli) Modified some exhibit descriptions on 12/21/2011 (mmo). (Entered: 12/20/2011)
	Request

151	Filed: 12/20/2011, Entered: None
	Third Motion to Compel Regarding Privilege, Seeking a Ruling That Defendants Have Waived Their Privilege Objections as to All Allegedly Privileged Documents that They Have Withheld But Refuse to Log by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 12/27/2011. (Attachments: # 1 Text of Proposed Order) (Gottesdiener, Eli) (Entered: 12/20/2011)
	Request

150	Filed: 12/19/2011, Entered: None
	Transcript of telephonic motion hearing, held 12/13/11 before Magistrate Judge Stephen L. Crocker. Court Reporter: CS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (krj) (Entered: 12/19/2011)
	Request

149	Filed: 12/13/2011, Entered: None
	TEXT ONLY ORDER At a December 13, 2011 telephonic motion hearing, the court denied without prejudice plaintiffs' motion to modify the scheduling order (dkt. 135 ), which the court is willing to revisit after a ruling on the pending motion for class certification. The court granted in part and denied in part defendant's motion for a protective order (dkt 139 ): (1) Plaintiffs forthwith must pay a $200 sanction to defendant for their attorney's intemperate words; (2) For all future "meet and confer" discussions regarding discovery, either: (a) Attorneys Gottesdiener and Sturgeon both recuse themselves completely from any input, or (b) The entire discussion is audiorecorded for possible transcription to the court; (3) the court declines to appoint a special master; and (4) Sanctions under Rule 37(b) may accompany any future court finding that a party has violated its discovery obligations in this case. Signed by Magistrate Judge Stephen L. Crocker on 12/13/11. (krj) (Entered: 12/13/2011)
	Request

148	Filed: 12/13/2011, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiff Tammy J. Boyd in Support of Plaintiffs Supplement Updating Her November 3 Motion to Modify the Scheduling Order re: 135 Motion for Miscellaneous Relief (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit Ex. 1 - Letter from Plaintiffs counsel to defense counsel, # 3 Exhibit Ex. 2 - Letter from defense counsel to Plaintiffs counsel, # 4 Exhibit Ex. 3 - Letter from Plaintiffs counsel to defense counsel, # 5 Exhibit Ex. 4 - Defendants Privilege Log, # 6 Ex. 5 - Letter from defense counsel to Plaintiffs counsel) (Cohen, Steven) (Entered: 12/13/2011)
	Request

147	Filed: 12/13/2011, Entered: None
	Supplemental Brief in Support of 135 Motion for Miscellaneous Relief Plaintiff's Supplement Updating her November 3 Motion to Modify the Scheduling Order by Plaintiff Tammy J. Boyd (Gottesdiener, Eli) (Entered: 12/13/2011)
	Request

146	Filed: 12/12/2011, Entered: None
	Declaration of Sunil Ohri filed by Plaintiff Tammy J. Boyd re: 139 Motion for Protective Order, (Cohen, Steven) (Entered: 12/12/2011)
	Request

145	Filed: 12/12/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd in Support of Plaintiffs Response to Defendants Motion for a Protective Order re: 139 Motion for Protective Order, (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit Ex. 1 - Letter from Plaintiffs counsel to defense counsel, # 3 Exhibit Ex. 2 - Letter from defense counsel to Plaintiffs counsel, # 4 Exhibit Ex. 3 - Letter from defense counsel to Plaintiffs counsel, # 5 Exhibit Ex. 4 - Letter from Plaintiffs counsel to defense counsel, # 6 Exhibit Ex. 5 - Letter from Plaintiffs counsel to defense counsel) (Gottesdiener, Eli) (Entered: 12/12/2011)
	Request

144	Filed: 12/12/2011, Entered: None
	Declaration of Matthew C. Norgard filed by Plaintiff Tammy J. Boyd re: 139 Motion for Protective Order, (Cohen, Steven) (Entered: 12/12/2011)
	Request

143	Filed: 12/12/2011, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiff Tammy J. Boyd re: 139 Motion for Protective Order, (Cohen, Steven) (Entered: 12/12/2011)
	Request

142	Filed: 12/12/2011, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 139 Motion for Protective Order, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Plaintiffs Response to Defendants Motion for a Protective Order (Gottesdiener, Eli) (Entered: 12/12/2011)
	Request

141	Filed: 12/12/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 139 Motion for Protective Order, (Attachments: # 1 Exhibit 1 - 12/1/2011 letter to E. Gottesdiener, # 2 Exhibit 2 - 12/1/2011 letter to J. Sturgeon) (Kmoch, Jeffrey) (Entered: 12/12/2011)
	Request

140	Filed: 12/12/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 139 Motion for Protective Order (Kmoch, Jeffrey) (Entered: 12/12/2011)
	Request

139	Filed: 12/9/2011, Entered: None
	Motion for Protective Order by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit, # 2 Exhibit) (Kmoch, Jeffrey) Received call from attorney's office that declarations will be refiled as individual docket entries on 12/12/2011 (jaf). (Entered: 12/09/2011)
	Request

138	Filed: 11/9/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in Support of Defendants' Response re: 135 Motion for a modification of the scheduling order and that the court convene a further scheduling conference. (Attachments: # 1 Exhibit A - 11-1-2011 Letter to E. Gottesdiener) (Kmoch, Jeffrey) Modified text and added exhibit name on 11/10/2011 (krj). (Entered: 11/09/2011)
	Request

137	Filed: 11/9/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 135 Motion for a Modification of the Scheduling Order and that the Court Convene a Further Scheduling Conference. (Kmoch, Jeffrey) Modified text on 11/10/2011 (krj). (Entered: 11/09/2011)
	Request

136	Filed: 11/3/2011, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiff Tammy J. Boyd re: 135 Motion for Miscellaneous Relief (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - 3/21/97 Pension Committee Minutes, MER00089686-711, # 3 Exhibit 2 - 3/26/97 Board of Directors Meeting, MER00104293-322, # 4 Exhibit 3 - 10/21/11 Letter from Plaintiffs counsel to defense counsel, # 5 Exhibit 4 - 10/27/11 Letter from Plaintiffs counsel to defense counsel, # 6 Exhibit 5 - 10/28/11 Letter from defense counsel to Plaintiffs counsel, # 7 Exhibit 6 - 10/31/11 Letter from defense counsel to Plaintiffs counsel, # 8 Exhibit 7 - 10/31/11 Letter from Plaintiffs counsel to defense counsel, # 9 Exhibit 8 - 11/1/11 Letter from defense counsel to Plaintiffs counsel, # 10 Exhibit 9 - 11/2/11 Letter from Plaintiffs counsel to defense counsel, # 11 Exhibit 10 - 1/26/09 Email compilation between Watson Wyatt and Meriter, MER00099873-76, # 12 Exhibit 11 - 7/28/11 Letter from Plaintiffs counsel to defense counsel) (Cohen, Steven) (Entered: 11/03/2011)
	Request

135	Filed: 11/3/2011, Entered: None
	Motion for a Modification of the Scheduling Order and that the Court Convene a Further Scheduling Conference by Plaintiff Tammy J. Boyd. Response due 11/10/2011. (Gottesdiener, Eli) Modified text on 11/10/2011 (krj). (Entered: 11/03/2011)
	Request

134	Filed: 10/28/2011, Entered: None
	Brief in Opposition by Plaintiff Tammy J. Boyd re: 119 Motion for Leave to File, filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Gottesdiener, Eli) (Entered: 10/28/2011)
	Request

133	Filed: 10/27/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in support of Defendants' Response re: 131 Motion to Strike (Attachments: # 1 Exhibit 1 - Defendants' First Request for Production of Documents, # 2 Exhibit 2 - June 13, 2011 letter to Joyce Emerson, # 3 Exhibit 3 - June 15, 2011 letter to Michelle McCabe, # 4 Exhibit 4 - June 22, 2011 letter to Madge English, # 5 Exhibit 5 - October 1, 2011 letter enclosing Plaintiff's production) (Kmoch, Jeffrey) Added exhibit numbers on 10/28/2011 (krj). (Entered: 10/27/2011)
	Request

132	Filed: 10/27/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 131 Motion to Strike filed by Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 10/27/2011)
	Request

131	Filed: 10/20/2011, Entered: None
	Motion to Strike 117 Brief in Sur-Reply, And Belatedly-Produced Class Opposition Expert Report by Plaintiff Tammy J. Boyd. Response due 10/27/2011. (Gottesdiener, Eli) (Entered: 10/20/2011)
	Request

130	Filed: 10/13/2011, Entered: None
	Expert Report of Lawrence Sher (Ex. A to Dkt. 118) by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Attachments: # 1 Exhibit A - Professional Background, # 2 Exhibit B - Documents Considered in Preparing This Report) (Sturgeon, Jeffrey) Modified docket text on 10/13/2011. (arw) (Entered: 10/13/2011)


129	Filed: 10/13/2011, Entered: None
	Deposition of Krystal Wages taken on September 28, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

128	Filed: 10/13/2011, Entered: None
	Deposition of Ann Marie Stephens taken on October 4, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

127	Filed: 10/13/2011, Entered: None
	Deposition of Linda Muller taken on October 3, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

126	Filed: 10/13/2011, Entered: None
	Deposition of Michelle McCabe taken on October 3, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

125	Filed: 10/13/2011, Entered: None
	Deposition of Phyllis Johnson taken on September 27, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

124	Filed: 10/13/2011, Entered: None
	Deposition of Stephen Hansen taken on September 27, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

123	Filed: 10/13/2011, Entered: None
	Deposition of Claudia Greco taken on October 4, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

122	Filed: 10/13/2011, Entered: None
	Deposition of Madge English taken on September 22, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

121	Filed: 10/13/2011, Entered: None
	Deposition of Joyce Emerson taken on September 28, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

120	Filed: 10/13/2011, Entered: None
	Deposition of Jill Anthony taken on September 22, 2011 (Sturgeon, Jeffrey) (Entered: 10/13/2011)
	Request

119	Filed: 10/12/2011, Entered: None
	Motion for Leave to File A Sur-Reply Regarding the Suitability of Proposed Class Representative Boyd in Support of Defendants Opposition to Plaintiffs 83 Motion for Class Certification and Appointment of Class Counsel by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Exhibit A - Sur-Reply) (Sturgeon, Jeffrey) Modified docket relationship on 10/13/2011 (mmo). (Entered: 10/12/2011)
	Request

118	Filed: 10/12/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 83 Motion to Certify Class under Rule 23. (Attachments: # 1 Exhibit A - Sher Report, see 130 , # 2 Exhibit B - Anthony Deposition Excerpts and Exhibits, see 120 , # 3 Exhibit C - Emerson Deposition Excerpts and Exhibits, see 121 , # 4 Exhibit D - English Deposition Excerpts and Exhibits, see 122 (Sealed Document), # 5 Exhibit E - Greco Deposition Excerpts and Exhibits, see 123 , # 6 Exhibit F - Hansen Deposition Excerpts and Exhibits, see 124 , # 7 Exhibit G - Johnson Deposition Excerpts and Exhibits, see 125 (Sealed Document), # 8 Exhibit H - McCabe Deposition Excerpts and Exhibits, see 126 , # 9 Exhibit I - Muller Deposition Excerpts and Exhibits, Part 1 of 4, see 127 , # 10 Exhibit I - Muller Deposition Excerpts and Exhibits, Part 2 of 4, # 11 Exhibit I - Muller Deposition Excerpts and Exhibits, Part 3 of 4, # 12 Exhibit I - Muller Deposition Excerpts and Exhibits, Part 4 of 4, # 13 Exhibit J - Stephens Deposition Excerpts and Exhibits, see 128 , # 14 Exhibit K - Wages Deposition Excerpts and Exhibits, see 129 (Sealed Document), # 15 Exhibit L - Retirement Plan) (Sturgeon, Jeffrey)Modified on 10/13/2011; requested attorney refile Exhibit A and refile deposition transcripts with exhibits attached separately. (mmo) Modified on 12/29/2011; exhibits 4, 7 and 14 sealed per 158 Text Only Order. (arw) (Entered: 10/12/2011)


117	Filed: 10/12/2011, Entered: None
	Brief in Sur-Reply by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 83 Motion to Certify Class under Rule 23 and Appointment of Class Counsel and Memorandum of Law an Support filed by Tammy J. Boyd (Sturgeon, Jeffrey) (Entered: 10/12/2011)
	Request

116	Filed: 10/5/2011, Entered: None
	Notice - Corrections to 115 Brief in Reply by Plaintiff Tammy J. Boyd , Plaintiffs Errata Notice Regarding Reply Brief in Support of 83 Motion for Class Certification and Appointment of Class Counsel. (Gottesdiener, Eli) Modified docket text on 10/6/2011 (mmo). (Entered: 10/05/2011)
	Request

115	Filed: 9/26/2011, Entered: None
	Brief in Reply by Plaintiff Tammy J. Boyd in Support of 83 Motion to Certify Class under Rule 23 and appointment of class counsel. (Attachments: # 1 Exhibit Index of Exhibits to 114 Declaration, # 2 Text of Proposed Order Amended Proposed Order) (Gottesdiener, Eli) Modified exhibit description on 9/27/2011 (mmo). Modified text on 9/29/2011 (krj). (Entered: 09/26/2011)
	Request

114	Filed: 9/26/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd in Support of Plaintiff's Reply in Support of Her Motion For Class Certification and Appointment of Class Counsel re: 83 Motion to Certify Class under Rule 23. (Attachments: # 1 Exhibit 1 - 2/28/2002 Application for Determination Letter, MPL001383-92, # 2 Exhibit 2 - 8/31/2001 Retirement Program Discussion, TPM001598-624, # 3 Exhibit 3 - 2/9/1996 Letter to Phyllis Johnson re: Disbursement, MER00077865-67 (Sealed Document), # 4 Exhibit 4 - 2/24/2000 English Distribution Form, MPL-MENG0073 (Sealed Document), # 5 Exhibit 5 - Boyd Personnel File, MER00000219-55 (Sealed Document), # 6 Exhibit 6 - 9/3/2002 Notes from Hoffner Meeting, TPM012389, # 7 Exhibit 7 - 9/20/2002 Notes from Pension Committee Meeting, TPM012359, # 8 Exhibit 8 - 7/26/2005 Letter from DCES to Meriter, MER00009423-25, # 9 Exhibit 9 - 4/16/2009 Meriter internal emails, MER00072631-34, # 10 Exhibit 10 - 2002 204(h) Notice and Benefit Examples, MPL-WAG0260-66, # 11 Exhibit 11 - 2002 Your Retirement Matters, MPL-KWAG0247-57, # 12 Exhibit 12 - 3/21/1997 Pension Committee Minutes, MP01030-33, # 13 Exhibit 13 - 1/1990 Plan Indexing Rate for 1989, MER00003144, # 14 Exhibit 14 - 1/22/2002 Plan Issues, TPM012390-406) (Gottesdiener, Eli)Modified text on 9/29/2011. (krj) Modified on 12/29/2011; sealed exhibits 3-5 per 158 Text Only Order. (arw) (Entered: 09/26/2011)


113	Filed: 9/26/2011, Entered: None
	Declaration of Tammy J. Boyd filed by Plaintiff Tammy J. Boyd re: 83 Motion to Certify Class under Rule 23. (Cohen, Steven) Modified text on 9/28/2011 (krj). (Entered: 09/26/2011)
	Request

112	Filed: 9/20/2011, Entered: None
	ORDER construing 111 as motion to strike plaintiff's self-imposed waiver condition on defendants' review of proposed class representatives' interrogatory answers; motion is granted. Plaintiff sanctioned $100, to be paid to the clerk of court. Signed by District Judge William M. Conley on 9/20/11. (krj) (Entered: 09/20/2011)


111	Filed: 9/20/2011, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Regarding Discovery Issue). (Attachments: # 1 Exhibit A - Letter dated 9/19/11) (Sturgeon, Jeffrey) Modified exhibit description on 9/21/2011 (mmo). (Entered: 09/20/2011)
	Request

110	Filed: 9/20/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 108 Motion to Admit William Delany Pro Hac Vice. Signed by Magistrate Judge Stephen L. Crocker on 9/20/11. (krj) (Entered: 09/20/2011)
	Request

109	Filed: 9/16/2011, Entered: None
	Declaration of William J. Delany filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 108 Motion to Admit Pro Hac Vice, (Smith, Todd) (Entered: 09/16/2011)
	Request

108	Filed: 9/16/2011, Entered: None
	Motion to Admit William J. Delany Pro Hac Vice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. (Attachments: # 1 CM/ECF Registration Form for William Delany) (Smith, Todd) (Entered: 09/16/2011)
	Request

107	Filed: 9/12/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 83 Motion to Certify Class under Rule 23, (Attachments: # 1 Exhibit A - M. English Letter, # 2 Exhibit B - P. Johnson Letter, # 3 Exhibit C - 204(h) Notice, # 4 Exhibit D - T. Boyd Letter, # 5 Exhibit E - Part 1 of 2 - T. Boyd Dep Excerpts, Dep Ex. 5 and 6, # 6 Exhibit E - Part 2 of 2 - T. Boyd Dep. Ex. 39, # 7 Exhibit F - Brickner Letter, # 8 Exhibit G - Rushforth - Memorandum and Recommendation, # 9 Exhibit H - Rushforth - Order) (Sturgeon, Jeffrey) (Entered: 09/12/2011)
	Request

106	Filed: 9/12/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 83 Motion to Certify Class under Rule 23 and Appointment of Class Counsel and Memorandum of Law an Support filed by Tammy J. Boyd (Sturgeon, Jeffrey) (Entered: 09/12/2011)
	Request

105	Filed: 9/9/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 100 Motion for Clarification that Footnote 2 of The Courts August 23, 2011 Order is Dictum re 93 Order on Motion to Compel, Order on Motion to Unseal Document, Order on Motion for Leave to File, filed by Tammy J. Boyd (Sturgeon, Jeffrey) Modified docket text on 9/12/2011 (mmo). (Entered: 09/09/2011)
	Request

104	Filed: 9/7/2011, Entered: None
	Transcript of telephonic hearing, held 9/2/11 before Judge William M. Conley. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (krj) (Entered: 09/07/2011)
	Request

103	Filed: 9/6/2011, Entered: None
	TEXT ONLY ORDER In response to plaintiff's motion for clarification, dkt. 100 , the court will extend the parties' deadline to appeal the August 23, 2011 order, dkt. 93 , until 14 days after the court rules on the motion for clarification. Having offered defendant a chance to respond to the motion for clarification, the court is not to rule before defendant either responds or lets the response deadline run on September 9, 2011. Signed by Magistrate Judge Stephen L. Crocker on 9/6/11. (krj) (Entered: 09/06/2011)
	Request

102	Filed: 9/2/2011, Entered: None
	ORDER reserving ruling on 82 Motion to Add Additional Named Plaintiffs and Proposed Class Representatives pending completion of briefing on plaintiff's motion for class certification. Briefing set on 83 motion to certify class; response due 9/12/11, reply due 9/26/11. Surreply brief limited to suitability to additional named plaintiffs to act as class representative due 10/12/11. Signed by District Judge William M. Conley on 9/2/11. (krj) (Entered: 09/02/2011)
	Request

101	Filed: 9/2/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd in Support of 100 Plaintiff's Motion for Clarification that Footnote 2 of The Court's August 23, 2011 Order is Dictum. (Attachments: # 1 Exhibit 1 - MP00254-63) (Gottesdiener, Eli) Modified text on 9/6/2011 (krj). (Entered: 09/02/2011)
	Request

100	Filed: 9/2/2011, Entered: None
	Motion for Clarification that Footnote 2 of The Courts August 23, 2011 Order is Dictum re 93 Order on Motion to Compel, Order on Motion to Unseal Document, Order on Motion for Leave to File by Plaintiff Tammy J. Boyd. Response due 9/9/2011. (Gottesdiener, Eli) Modified on 9/6/2011 (mmo). (Entered: 09/02/2011)
	Request

99	Filed: 8/31/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 82 Motion to Add Additional Named Plaintiffs to the Complaint. (Attachments: # 1 Exhibit 1 - 5/4/11 Wisconsin State Journal Advertisement, MPL001722, # 2 Exhibit 2 - 7/28/11 Letter from defense counsel to Plaintiffs counsel, # 3 Exhibit 3 - 5/19/11 Notice of Deposition) (Gottesdiener, Eli) Modified text on 9/1/2011 (krj). (Entered: 08/31/2011)
	Request

98	Filed: 8/31/2011, Entered: None
	Brief in Reply by Plaintiff Tammy J. Boyd in Support of 82 Motion to Add Additional Named Plaintiffs to the Complaint. (Gottesdiener, Eli) Modified text on 9/1/2011 (krj). (Entered: 08/31/2011)
	Request

97	Filed: 8/31/2011, Entered: None
	Deposition of Tammala J. Boyd taken on August 17, 2011 (Gottesdiener, Eli) (Entered: 08/31/2011)
	Request

96	Filed: 8/29/2011, Entered: None
	TEXT ONLY ORDER The court will hold a telephonic conference on Friday, 9/1/11 at 2:30 PM re: motion to add additional named plaintiffs 82 ; plaintiff may have until 8/31/11 to file a reply to this motion. Defendants' deadline for responding to the motion for class certification 83 is provisionally extended to 9/12/11. Counsel for Plaintiff responsible for setting up the call to chambers at (608) 264-5087. Signed by District Judge William M. Conley on 8/29/11. (krj) (Entered: 08/29/2011)
	Request

95	Filed: 8/24/2011, Entered: None
	Notice by Plaintiff Tammy J. Boyd re 82 Motion to Add Additional Named Plaintiffs and Proposed Class Representatives, 83 Motion to Certify Class under Rule 23 and Appointment of Class Counsel and Memorandum of Law an Support. (Gottesdiener, Eli) (Entered: 08/24/2011)
	Request

94	Filed: 8/23/2011, Entered: None
	Notice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re 82 Motion to Add Additional Named Plaintiffs and Proposed Class Representatives, 83 Motion to Certify Class under Rule 23 and Appointment of Class Counsel and Memorandum of Law an Support. (Smith, Todd) (Entered: 08/23/2011)
	Request

93	Filed: 8/23/2011, Entered: None
	ORDER denying 54 Motion to Compel; denying 59 Motion to Compel; granting 76 Motion for Leave to File reply in support of motion to unseal; granting 67 Motion to Unseal Document. Parties to bear their own costs on each motion. Signed by Magistrate Judge Stephen L. Crocker on 8/23/11. (krj) (Entered: 08/23/2011)
	Request

92	Filed: 8/22/2011, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiff Tammy J. Boyd in Support of Plaintiffs Supplement to Her Motions to Compel Immediate Production of Hard-Copy Documents and Electronically Stored Information (ESI) re: 54 Motion to Compel, 59 Motion to Compel, (Cohen, Steven) (Entered: 08/22/2011)
	Request

91	Filed: 8/22/2011, Entered: None
	Supplement to 54 Motion to Compel filed by Tammy J. Boyd, 59 Motion to Compel, filed by Tammy J. Boyd (Gottesdiener, Eli) (Entered: 08/22/2011)
	Request

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90	Filed: 8/22/2011, Entered: None
	TEXT ONLY ORDER The parties now agree that plaintiff's most recent motion to compel discovery, dkt. 79 , has been mooted by defendants' subsequent disclosures. See dkts. 85 , 86 and 89 . Therefore, the court denies this motion as moot and cancels the August 24, 2011 motion hearing. Each side will bear its own costs on this motion. Signed by Magistrate Judge Stephen L. Crocker on 8/21/11. (krj) Modified hearing date on 8/22/2011 (krj). (Entered: 08/22/2011)
	Request

89	Filed: 8/19/2011, Entered: None
	Supplement - Response to Defendants' suggestion of Mootness to 79 Motion to Compel filed by Tammy J. Boyd (Gottesdiener, Eli) Modified event wording on 8/22/2011 (mmo). (Entered: 08/19/2011)
	Request

88	Filed: 8/19/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 82 Motion to Add Additional Named Plaintiffs and Proposed Class Representatives (Attachments: # 1 Exhibit 1 - Transcript - 1/19/11, # 2 Exhibit 2 - Transcript - 6/8/11, # 3 Exhibit 3 - Defs' 6/9/11 Letter, # 4 Exhibit 4 - Pls's 6/9/11 Letter, # 5 Exhibit 5 - Defs/ 6/23/11 Letter, # 6 Exhibit 6 - Pla's 6/2611 Letter, # 7 Exhibit 7 - Defs' 6/28/11 Letter, # 8 Exhibit 8 - Pla's 6/30/11 Letter, # 9 Exhibit 9 - 6/15/11 Letter, # 10 Exhibit 10 - 6/13/11 Letter, # 11 Exhibit 11 - 6/22/11 Letter, # 12 Exhibit 12 - 2/10/11 Letter, # 13 Exhibit 13 - Pla's 8/12/11 Letter, # 14 Text of Proposed Order) (Sturgeon, Jeffrey) Modified text on 8/22/2011 (krj). (Entered: 08/19/2011)
	Request

87	Filed: 8/19/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 82 Motion to Add Additional Named Plaintiffs and Proposed Class Representatives filed by Tammy J. Boyd (Sturgeon, Jeffrey) (Entered: 08/19/2011)
	Request

86	Filed: 8/18/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in support of Response to re: 79 Motion to Compel (Attachments: # 1 Exhibit 1 - August 18, 2011 Letter to Plaintiff's Counsel) (Kmoch, Jeffrey) (Entered: 08/18/2011)
	Request

85	Filed: 8/18/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 79 Motion to Compel Production of Allegedly Privileged Material filed by Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 08/18/2011)
	Request

84	Filed: 8/12/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 83 Motion to Certify Class under Rule 23, (Attachments: # 1 Exhibit 1 - Clifton Exhibit, # 2 Exhibit 2 - 2009 IRS Form 5500) (Gottesdiener, Eli) (Entered: 08/12/2011)
	Request

83	Filed: 8/12/2011, Entered: None
	Motion to Certify Class under Rule 23 and Appointment of Class Counsel and Memorandum of Law an Support by Plaintiff Tammy J. Boyd. Brief in Opposition due 9/2/2011. Brief in Reply due 9/16/2011. (Attachments: # 1 Text of Proposed Order Proposed Order) (Gottesdiener, Eli) Modified reply date per 52 court order on 8/15/2011 (krj). (Entered: 08/12/2011)
	Request

82	Filed: 8/12/2011, Entered: None
	Motion to Add Additional Named Plaintiffs and Proposed Class Representatives by Plaintiff Tammy J. Boyd. Response due 8/19/2011. (Gottesdiener, Eli) (Entered: 08/12/2011)
	Request

81	Filed: 8/11/2011, Entered: None
	Exhibit 41 - 8/17/07 Pension Committee Meeting Agenda (Merrill) to Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 79 Motion to Compel (Attachments: # 1 Exhibit 42 - 8/17/07 Pension Committee Meeting Agenda, MER00000684, # 2 Exhibit 43 - 7/29/11 Defs. Objs. & Resps. to Pl. Third Set of Discovery Reqs., # 3 Exhibit 44 - 10/16/07 Pension Committee Meeting Minutes (Merrill), # 4 Exhibit 45 - 10/16/07 Pension Committee Meeting Agenda, MER00013478, # 5 Exhibit 46 - 10/16/07 Appendix B Allocation of Responsibilities, CG005800, # 6 Exhibit 47 - 10/16/07 Appendix B Allocation of Responsibilities, CG006121, # 7 Exhibit 48 - 10/16/07 Appendix B Allocation of Responsibilities, CG006233, # 8 Exhibit 49 - 10/22/07 Executive Summary, MER00012557-58, # 9 Exhibit 50 - 10/22/07 Executive Summary, MER00014394-95, # 10 Exhibit 51 - 10/22/07 Executive Summary, MER00014458-89, # 11 Exhibit 52 - 10/22/07 Executive Summary, MER00014426, # 12 Exhibit 53 - 10/16/07 Change to Appendix B of the Investment Policy Statement, MER00011771-73, # 13 Exhibit 54 - 10/1/07 Pension Committee Meeting Agenda, MER00011770) (Gottesdiener, Eli) Modified text on 8/12/2011 (krj). (Entered: 08/11/2011)
	Request

80	Filed: 8/11/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 79 Motion to Compel (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - 2/6/04Pension Committee Meeting Minutes, MER00000789-90, # 3 Exhibit 2 - 5/16/07 RPC Meeting Minutes, MER00000834-35, # 4 Exhibit 3 - 5/16/07 Draft RPC Meeting Minutes, MER00001515-17, # 5 Exhibit 4 - 5/16/07 Draft RPC Meeting Minutes, MER00001549-51, # 6 Exhibit 5 - 5/16/07 Draft RPC Meeting Minutes, MER00001589-91, # 7 Exhibit 6 - 5/16/07 Pension Committee Agenda and Materials, MER00001038-51, # 8 Exhibit 7 - Compilation of Meeting Minutes, MER00001534-48, # 9 Exhibit 8 - Compilation of Meeting Minutes, MER00011804-18, # 10 Exhibit 9 - 10/16/07 RPC Meeting Minutes, MER00001518-21, # 11 Exhibit 10 - 10/16/07 RPC Meeting Minutes, MER00010677-80, # 12 Exhibit 11 - 10/16/07 RPC Meeting Minutes, MER00011766-69, # 13 Exhibit 12 - 10/16/07 RPC Meeting Minutes, MER00011784-87, # 14 Exhibit 13 - 10/16/07 RPC Meeting Minutes, MER00011857-60, # 15 Exhibit 14 - 10/16/07 RPC Meeting Minutes, MER00012337-40, # 16 Exhibit 15 - 10/16/07 RPC Meeting Minutes, MER00012355-58, # 17 Exhibit 16 - 10/16/07 RPC Meeting Minutes, MER00012618-21, # 18 Exhibit 17 - 10/16/07 RPC Meeting Minutes, MER00012622-25, # 19 Exhibit 18 - 10/16/07 RPC Meeting Minutes, MER00013474-77, # 20 Exhibit 19 - 10/16/07 RPC Meeting Minutes, MER00014388-91, # 21 Exhibit 20 - 10/16/07 RPC Meeting Minutes, MER00014427-30, # 22 Exhibit 21 - 6/9/11Letter from Plaintiffs counsel to defense counsel, # 23 Exhibit 22 - 2/6/04Pension Committee Meeting Minutes, MER00012833-34, # 24 Exhibit 23 - 2/6/04Pension Committee Meeting Minutes, MER00015587-88, # 25 Exhibit 24 - 1/9/04Letter from IRS to Meriter c/o Godfrey & Kahn, MPL001398-400, # 26 Exhibit 25 - 2/9/04Letter from Meriter to IRS, MPL001401-02, # 27 Exhibit 26 - 6/23/10 Letter from Meriter to IRS, MPL001697-1701, # 28 Exhibit 27 - 8/17/01 Pension Committee Meeting Minutes, MER00000808-09, # 29 Exhibit 28 - 1/27/06 Pension Committee Meeting Minutes, MER00000761-64, # 30 Exhibit 29 - 2/6/04Pension Committee Meeting Minutes, MER00000787-88, # 31 Exhibit 30 - 2/6/04Pension Committee Meeting Minutes, MER00015643-44, # 32 Exhibit 31 - 5/16/07 RPC Agenda and attachments (Merrill), # 33 Exhibit 32 - 10/22/07 Executive Summary, MER00012559-60, # 34 Exhibit 33 - 10/22/07 Executive Summary, MER00014274-75, # 35 Exhibit 34 - 8/5/11Metadata for Executive Summary, MER00012559-60, # 36 Exhibit 35 - 8/5/11Metadata for Executive Summary, MER00014274-75, # 37 Exhibit 36 - 8/5/11Letter from defense counsel to Plaintiffs counsel, # 38 Exhibit 37 - 8/22/07 Pension Committee Meeting Minutes, MER00000682-83, # 39 Exhibit 38 - 8/22/07 Pension Committee Meeting Minutes, MER00001552-53, # 40 Exhibit 39 - 8/22/07 Pension Committee Meeting Minutes, MER00001554-55, # 41 Exhibit 40 - 8/22/07 Pension Committee Meeting Minutes, MER00011781-82) (Gottesdiener, Eli) (Entered: 08/11/2011)
	Request

79	Filed: 8/11/2011, Entered: None	Motion to Compel
	Motion to Compel Production of Allegedly Privileged Material by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 8/18/2011. (Gottesdiener, Eli) (Entered: 08/11/2011)
	Request

78	Filed: 8/5/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 77 Motion to Seal 76 motion for leave to file reply. Signed by Magistrate Judge Stephen L. Crocker on 8/5/11. (krj) (Entered: 08/05/2011)
	Request

77	Filed: 8/3/2011, Entered: None
	Motion to Seal 76 Plaintiff's Motion for Leave to File a Reply by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. (Gottesdiener, Eli) Modified docket relationship on 8/4/2011 (mmo). (Entered: 08/03/2011)
	Request

76	Filed: 8/3/2011, Entered: None
	Motion for Leave to File a Reply to Defendants' Opposition to Plaintiff's Motion to Unseal MER00001574-75 (Sealed Document) by Plaintiff Tammy J. Boyd. (Attachments: # 1 Exhibit A - Plaintiff's Reply in Support of Her Motion to Unseal MER00001574-75, # 2 Exhibit B - Gottesdiener Declaration, # 3 Exhibit 1 - January 2002 Valuation Report) (Gottesdiener, Eli) (Entered: 08/03/2011)


75	Filed: 7/21/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 67 Motion to Unseal Document, (Sealed Document) (Attachments: # 1 Exhibit A - Defs' First Amended Disclosures, # 2 Exhibit B - 6/27/11 Letter to Pl's Counsel, # 3 Exhibit C - 6/10/11 Letter to Pl's Counsel, # 4 Exhibit D - 6/30/11 Letter to Defs' Counsel, # 5 Exhibit E - Defs' 7/1/11 Priv Log) (Sturgeon, Jeffrey) (Entered: 07/21/2011)


74	Filed: 7/21/2011, Entered: None
	Declaration of Thomas A. Hoffner filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 67 Motion to Unseal Document, (Sealed Document) (Sturgeon, Jeffrey) (Entered: 07/21/2011)


73	Filed: 7/21/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 67 Motion to Unseal Document and for an Order that MER00001574-75 Never Was, or at Least is Not Now, Privileged filed by Tammy J. Boyd (Sealed Document) (Sturgeon, Jeffrey) (Entered: 07/21/2011)


72	Filed: 7/12/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 71 Motion for Extension of Time by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Signed by Magistrate Judge Stephen L. Crocker on 7/12/2011. (arw) (Entered: 07/12/2011)
	Request

71	Filed: 7/12/2011, Entered: None
	Motion for Extension of Time to Respond to 67 Plaintiff's Motion to Unseal and for an Order That MER00001574-75 Never was, or at Least is not now, Privileged by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 7/19/2011. (Attachments: # 1 Exhibit A - 7/12/11 Email from Plaintiff's Counsel) (Kmoch, Jeffrey) Modified docket relationship on 7/12/2011 (mmo). (Entered: 07/12/2011)
	Request

70	Filed: 7/11/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 69 Motion to Seal Plaintiffs Motion to Unseal and for an Order that MER00001574-75 Never Was, or at Least is Not Now, Privileged; Gottesdiener Declaration; and Plaintiffs June 15, 2011 Letter. Signed by Magistrate Judge Stephen L. Crocker on 7/11/2011. (voc) (Entered: 07/11/2011)
	Request

69	Filed: 7/9/2011, Entered: None
	Motion to Seal 67 Plaintiffs Motion to Unseal and for an Order that MER00001574-75 Never Was, or at Least is Not Now, Privileged; 68 Gottesdiener Declaration; and Plaintiffs June 15, 2011 Letter (Doc. 61-4) by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. (Gottesdiener, Eli) Modified on 7/11/2011 (voc). Modified on 7/11/2011; added docket relationship. (mmo). (Entered: 07/09/2011)
	Request

68	Filed: 7/8/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 67 Motion to Unseal Document (Sealed Document) (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - Metadata Produced by Defense Counsel on 6/14/11 that Accompanied MER00001574-75, # 3 Exhibit 2 - Meriter Pension Committee Meeting Minutes (MER00000832-33), # 4 Exhibit 3 - Meriter Pension Committee Meeting Minutes (MER00000791), # 5 Exhibit 4 - Meriter Pension Committee Agenda for March 4, 2002 Meeting (MER00001522), # 6 Exhibit 5 - Meriter Pension Committee Agenda and Attachments for June 3, 2002 Meeting (MER00001523-25), # 7 Exhibit 6 - Meriter Pension Committee Agenda for August 16, 2002 Meeting (MER00000831), # 8 Exhibit 7 - Meriter Pension Committee Agenda and Attachment for January 29, 2003 Meeting (MER00000792-93), # 9 Exhibit 8 - Letter from Plaintiffs counsel to defense counsel, # 10 Exhibit 9 - 9Email from Plaintiffs counsel to defense counsel, # 11 Exhibit 10 - Email from defense counsel to Plaintiffs counsel, # 12 Exhibit 11 - Letter from defense counsel to Plaintiffs counsel enclosing Defendants First Supplemental Privilege Log, # 13 Exhibit 12 - U.S. Department of Labor Office of Inspector General PWBA Needs to Improve Oversight of Cash Balance Plan Lump Sum Distributions report, # 14 Exhibit 13 - The ERISA Industry Committee Understanding Cash Balance Plans article) (Sealed Document) (Gottesdiener, Eli) (Entered: 07/08/2011)


67	Filed: 7/8/2011, Entered: None
	Motion to Unseal Document and for Order that MER00001574-75 Never Was, or at Least is Not Now, Privileged by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 7/15/2011. (Sealed Document) (Gottesdiener, Eli) Modified on 7/11/2011. (voc) (Entered: 07/08/2011)


66	Filed: 7/1/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 54 Motion to Compel, 59 Motion to Compel, (Attachments: # 1 Exhibit 1 - Pl's RFP No. 1, # 2 Exhibit 2 - Defs' 1/20/2011 Letter, # 3 Exhibit 3 - Defs' Resp. to RFP No. 1, # 4 Exhibit 4 - Pl's RFP No. 2, # 5 Exhibit 5 - Pl's 3/3/2011 Letter, # 6 Exhibit 6 - Pl's 3/18/2011 Letter, # 7 Exhibit 7 - Pl's RFPs No. 3-12, # 8 Exhibit 8 - Defs' 3/18/2011 Letter, # 9 Exhibit 9 - Defs' 4/1/2011 Letter, # 10 Exhibit 10 - Defs' Resp. & Objs to RFP No. 2, # 11 Exhibit 11 - Pl's 4/4/2011 Letter, # 12 Exhibit 12 - Defs' 4/21/2011 Letter, # 13 Exhibit 13 - Pl's 4/28/2011 Letter, # 14 Exhibit 14 - Pl's 4/29/2011 Letter, # 15 Exhibit 15 - Defs' 5/3/2011 Letter, # 16 Exhibit 16 - Defs' 5/27/2011 Letter, # 17 Exhibit 17 - Pl's 5/18/2011 Letter, # 18 Exhibit 18 - Pl's RFPs No. 13-39, # 19 Exhibit 19 - Defs' 5/26/2011 Letter, # 20 Exhibit 20 - Pl's 5/27/2011 Letter, # 21 Exhibit 21 - Pl's 6/1/2011 Letter, # 22 Exhibit 22 - Pl's 3rd Set of Supp Disc Reqs.) (Sturgeon, Jeffrey) (Entered: 07/01/2011)
	Request

65	Filed: 7/1/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 59 Motion to Compel IMMEDIATE PRODUCTION filed by Tammy J. Boyd, 54 Motion to Compel filed by Tammy J. Boyd (Sturgeon, Jeffrey) (Entered: 07/01/2011)
	Request

64	Filed: 6/29/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 62 Motion for Protective Order. Defendant's motion to seal dkt. 59 and Exh. 7 of dkt. 61 is GRANTED, subject to being rescinded in the court's order deciding the rest of the current discovery disputes. Signed by Magistrate Judge Stephen L. Crocker on 6/29/2011. (arw) (Entered: 06/29/2011)
	Request

63	Filed: 6/29/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 62 Motion for Protective Order (Sturgeon, Jeffrey) (Entered: 06/29/2011)
	Request

62	Filed: 6/29/2011, Entered: None
	Emergency Motion for Protective Order by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Attachments: # 1 Text of Proposed Order, # 2 Exhibit 1 - June 27, 2011 letter) (Sturgeon, Jeffrey) (Entered: 06/29/2011)
	Request

61	Filed: 6/24/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 59 Motion to Compel (Attachments: # 1 Index of Exhibits, # 2 Exhibit 1 - 6/20/11 Ds O&Rs to Second Set, # 3 Exhibit 2 - 6/21/11 Letter from defense counsel to Plaintiffs counsel, # 4 Exhibit 3 - 6/15/11 Letter from Plaintiffs counsel to defense counsel re folders (Sealed Document), # 5 Exhibit 4 - 6/1/11 Letter from Plaintiffs counsel to defense counsel re RFP Manual Review, # 6 Exhibit 5 - 6/14/11 Letter from defense counsel to Plaintiffs counsel, # 7 Exhibit 6 - Executive Compensation and Pension Committee (MER00001574-75) , # 8 Exhibit 7 - Criteria For Pension Design (MER00001569), # 9 Exhibit 8 - 6/10/11 Letter from Plaintiffs counsel to defense counsel re Custodial Info etc, # 10 Exhibit 9 - 6/17/11 Letter from defense counsel to Plaintiffs counsel) (Gottesdiener, Eli) Exhibit #7 sealed on 6/29/2011; Exhibit #4 sealed on 7/11/2011. (arw) Unsealed Exhibit 6 per court order 93 entered on 8/23/2011 (krj). (Entered: 06/24/2011)


60	Filed: 6/24/2011, Entered: None
	Declaration of Sunil Ohri filed by Plaintiff Tammy J. Boyd re: 59 Motion to Compel (Cohen, Steven) (Entered: 06/24/2011)
	Request

59	Filed: 6/24/2011, Entered: None	Motion to Compel
	Motion to Compel IMMEDIATE PRODUCTION by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 7/1/2011. (Sealed Document) (Attachments: # 1 Text of Proposed Order) (Gottesdiener, Eli) Sealed on 6/29/2011. (arw) (Entered: 06/24/2011)


58	Filed: 6/22/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 57 Motion for Extension of Time. Response to 54 motion to compel due 6/28/2011. Signed by Magistrate Judge Stephen L. Crocker on 6/22/11. (krj) (Entered: 06/22/2011)
	Request

57	Filed: 6/21/2011, Entered: None
	Unopposed Motion for Extension of Time to Respond to 54 Plaintiff's Motion to Compel by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 6/28/2011. (Sturgeon, Jeffrey) Modified docket relationship on 6/22/2011 (mmo). (Entered: 06/21/2011)
	Request

56	Filed: 6/17/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 54 Motion to Compel (Attachments: # 1 Index of Exhibits, # 2 Exhibit 1, 6/14/11 Letter from defense counsel to Plaintiffs counsel re Hard-copy and Keywords, # 3 Exhibit 2, 6/9/11 Letter from Plaintiffs counsel to defense counsel re Schedule, # 4 Exhibit 3, 1/17/08 Letter from IRS to Plans counsel (MPL001474-77), # 5 Exhibit 4, 3/28/08 Letter from Plans counsel to IRS (MPL001478), # 6 Exhibit 5, 6/3/11 Letter from Plaintiffs counsel to defense counsel, # 7 Exhibit 6, 6/10/11 Letter from Plaintiffs counsel to defense counsel re RFP No. 3, # 8 Exhibit 7, 4/18/11 Defendants Objections and Responses to Plaintiffs First Set of Supplemental Discovery Requests, # 9 Exhibit 8, 11/26/07 Letter from Plans counsel to IRS (MPL001473), # 10 Exhibit 9, 10/3/07 Letter from IRS to Plans counsel (MPL001463-67), # 11 Exhibit 10, 6/14/11 Letter from defense counsel to Plaintiffs counsel re RFP No. 3) (Gottesdiener, Eli) Added exhibit numbers on 6/20/2011 (krj). (Entered: 06/17/2011)
	Request

55	Filed: 6/17/2011, Entered: None
	Declaration of Lawrence Deutsch, E.A. filed by Plaintiff Tammy J. Boyd re: 54 Motion to Compel (Cohen, Steven) (Entered: 06/17/2011)
	Request

54	Filed: 6/17/2011, Entered: None	Motion to Compel
	Motion to Compel by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 6/24/2011. (Attachments: # 1 Text of Proposed Order) (Gottesdiener, Eli) (Entered: 06/17/2011)
	Request

53	Filed: 6/17/2011, Entered: None
	Transcript of telephonic hearing, held 6/8/11 before Magistrate Judge Stephen L. Crocker. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (krj) (Entered: 06/17/2011)
	Request

52	Filed: 6/9/2011, Entered: None
	AMENDED Scheduling Order: Motion for Conditional Certification of Class due 8/12/2011. Dispositive Motions due 2/13/2012. Settlement Letters due 7/6/2012. Court Trial set for 8/13/2012 at 09:00 AM. Signed by Magistrate Judge Stephen L. Crocker on 6/8/11. (krj) (Entered: 06/09/2011)
	Request

51	Filed: 6/3/2011, Entered: None
	Declaration of Andrew Carter filed by Plaintiff Tammy J. Boyd re: 49 MOTION for Extension of Time (Gottesdiener, Eli) (Entered: 06/03/2011)
	Request

50	Filed: 6/3/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy J. Boyd re: 49 MOTION for Extension of Time (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - 6/3/11 Letter from Plaintiffs counsel to defense counsel, # 3 Exhibit 2 - 6/1/11 Letter from defense counsel to Plaintiffs counsel, # 4 Exhibit 3 - 5/27/11 Letter from Plaintiffs counsel to defense counsel, # 5 Exhibit 4 - 5/31/11 Letter from defense counsel to Plaintiffs counsel, # 6 Exhibit 5 - 6/1/11 Letter from Plaintiffs counsel to defense counsel, # 7 Exhibit 6 - 6/2/11 Email from Plaintiffs counsel to defense counsel, # 8 Exhibit 7 - 6/2/11 Email from defense counsel to Plaintiffs counsel) (Gottesdiener, Eli) (Entered: 06/03/2011)
	Request

49	Filed: 6/3/2011, Entered: None
	Motion for Extension of Time Within Which to File for Class Certification by Plaintiff Tammy J. Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 6/10/2011. (Gottesdiener, Eli) (Entered: 06/03/2011)
	Request

48	Filed: 6/1/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in support of Defendants' Opposition re: 45 Motion for Miscellaneous Relief (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - Plaintiff's RFP No. 2, # 3 Exhibit 2 - 3-18-11 Letter to Plaintiff's Counsel, # 4 Exhibit 3 - 4-1-11 Letter to Plaintiff's Counsel, # 5 Exhibit 4 - Defendants' Objections and Responses to RFP No. 2, # 6 Exhibit 5 - 4-15-11 Letter from Plaintiff's Counsel, # 7 Exhibit 6 - 4-21-11 Letter to Plaintiff's Counsel, # 8 Exhibit 7 - 4-29-11 Letter from Plaintiff's Counsel, # 9 Exhibit 8 - 5-3-11 Letter to Plaintiff's Counsel, # 10 Exhibit 9 - 5-3-11 Letter from Plaintiff's Counsel, # 11 Exhibit 10 - 5-6-11 Letter to Plaintiff's Counsel, # 12 Exhibit 11 - 5-10-11 Letter to Plaintiff's Counsel, # 13 Exhibit 12 - 5-19-11 Letter from Plaintiff's Counsel, # 14 Exhibit 13 - 5-24-11 Letter to Plaintiff's Counsel, # 15 Exhibit 14 - 5-26-11 Letter to Plaintiff's Counsel, # 16 Exhibit 15 - 5-27-11 Letter from Plaintiff's Counsel, # 17 Exhibit 16 - 5-27-11 Letter to Plaintiff's Counsel) (Kmoch, Jeffrey) (Entered: 06/01/2011)
	Request

47	Filed: 6/1/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 45 Motion for an Immediate Scheduling Conference filed by Tammy J. Boyd (Kmoch, Jeffrey) (Entered: 06/01/2011)
	Request

46	Filed: 5/25/2011, Entered: None
	Declaration of Steven D. Cohen filed by Plaintiff Tammy J. Boyd re: 45 Motion for Miscellaneous Relief (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - Letter from Plaintiffs counsel to defense counsel, # 3 Exhibit 2 - Letter from Plaintiffs counsel to defense counsel re RFPs, # 4 Exhibit 3 - Plaintiffs Second Set of Supplemental Discovery Requests, # 5 Exhibit 4 - Letter from Plaintiffs counsel to defense counsel, # 6 Exhibit 5 - Letter from Plaintiffs counsel to defense counsel, # 7 Exhibit 6 - Letter from Plaintiffs counsel to defense counsel, # 8 Exhibit 7 - Letter from Plaintiffs counsel to defense counsel, # 9 Exhibit 8 - Letter from Plaintiffs counsel to defense counsel, # 10 Exhibit 9 - Letter from Plaintiffs counsel to defense counsel, # 11 Exhibit 10 - Letter from Plaintiffs counsel to defense counsel re Privilege, # 12 Exhibit 11 - MER00000688-89, # 13 Exhibit 12 - Article, # 14 Exhibit 13 - MER00000800-804, # 15 Exhibit 14 - Letter from defense counsel to Plaintiffs counsel, # 16 Exhibit 15 - Letter from defense counsel to Plaintiffs counsel, # 17 Exhibit 16 - Letter from defense counsel to Plaintiffs counsel, # 18 Exhibit 17 - Defendants Objections and Responses to Plaintiffs RFP No. 2) (Cohen, Steven) (Entered: 05/25/2011)
	Request

45	Filed: 5/25/2011, Entered: None
	Motion for an Immediate Scheduling Conference by Plaintiff Tammy J. Boyd. Response due 6/1/2011. (Gottesdiener, Eli) (Entered: 05/25/2011)
	Request

185	Filed: 2/13/2012, Entered: None
	Standing Order relating to the discovery of electronically stored information in a complex civil lawsuit. Signed by Magistrate Judge Stephen L. Crocker on 2/7/12. (krj)


112	Filed: 10/13/2011, Entered: None
	ORDER construing 111 as motion to strike plaintiff's self-imposed waiver condition on defendants' review of proposed class representatives' interrogatory answers; motion is granted. Plaintiff sanctioned $100, to be paid to the clerk of court. Signed by District Judge William M. Conley on 9/20/11. (krj)


44	Filed: 5/5/2011, Entered: None
	TEXT ONLY ORDER Plaintiff's motion to deem certain allegations of the complaint admitted or to strike 21 is DENIED AS MOOT. Plaintiff has filed an amended complaint 39 , which is now the operative pleading, and defendants have provided an answer 43 . Without commenting on the merits of a possible, renewed motion, the court notes that defendants' answer at least appears to have resolved the issues raised in plaintiff's original motion. Signed by District Judge William M. Conley on 5/2/11. (krj) (Entered: 05/05/2011)
	Request

43	Filed: 4/28/2011, Entered: None
	ANSWER to Amended Complaint by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Sturgeon, Jeffrey) (Entered: 04/28/2011)
	Request

42	Filed: 4/21/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 41 Unopposed Motion for Extension of Time. Response to amended complaint due 4/28/2011. Signed by Magistrate Judge Stephen L. Crocker on 4/21/2011. (arw) Modified on 5/2/2011 (ll/c). (Entered: 04/21/2011)
	Request

41	Filed: 4/19/2011, Entered: None
	Unopposed Motion for Extension of Time to Respond to Plaintiff's First Amended Class Action Complaint by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 4/26/2011. (Attachments: # 1 Text of Proposed Order) (Smith, Todd) (Entered: 04/19/2011)
	Request

40	Filed: 4/7/2011, Entered: None
	Exhibits to 39 Amended Complaint, Exhibit 8 - Pension Document filed by Tammy Boyd (Attachments: # 1 Exhibit Ex. 9 - Plan Doc, # 2 Exhibit Ex. 10 - Plan Doc, # 3 Exhibit Ex. 11 - Plan Doc signature page) (Gottesdiener, Eli) Modified exhibit description on 4/8/2011 (mmo). (Entered: 04/07/2011)
	Request

39	Filed: 4/7/2011, Entered: None
	AMENDED COMPLAINT against Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc., filed by Tammy Boyd. (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit Ex. 1 - 5/16/07 RPC Minutes, # 3 Exhibit Ex. 2 - 2/26/02 Plan Document, # 4 Exhibit Ex. 3 - 2/8/01 ECPC Agenda, # 5 Exhibit Ex. 4 - First Retirement Brochure, # 6 Exhibit Ex. 5 - Second Retirement Brochure, # 7 Exhibit Ex. 6 - Your Retirement Matters, # 8 Exhibit Ex. 7 - 1/22/02 ECPC Minutes) (Gottesdiener, Eli) (Entered: 04/07/2011)
	Request

38	Filed: 3/31/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 33 Motion for Extension of Time. Amended complaint due 4/7/11. Signed by Magistrate Judge Peter A. Oppeneer on 3/31/11. (krj) (Entered: 03/31/2011)
	Request

37	Filed: 3/30/2011, Entered: None
	Brief in Reply by Plaintiff Tammy Boyd in Support of 33 MOTION for Extension of Time Within Which to File a First Amended Complaint (Gottesdiener, Eli) (Entered: 03/30/2011)
	Request

36	Filed: 3/30/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. in support of Defendants' Opposition to re: 33 Motion for Extension of Time Within Which to File a First Amended Complaint (Attachments: # 1 Exhibit A - 3/18/11 - Letter to Plaintiff's Counsel, # 2 Exhibit B - Defendants' Objections and Responses to Plaintiff's Request for Production of Docs - RFP No. 1) (Kmoch, Jeffrey) Modified exhibit description on 3/31/2011 (mmo). (Entered: 03/30/2011)
	Request

35	Filed: 3/30/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 33 Motion for Extension of Time Within Which to File a First Amended Complaint filed by Tammy Boyd (Kmoch, Jeffrey) (Entered: 03/30/2011)
	Request

34	Filed: 3/23/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy Boyd re: 33 Motion for Extension of Time Within Which to File a First Amended Complaint (Attachments: # 1 Exhibit Index of Exhibits, # 2 Exhibit 1 - Email from Plaintiffs counsel to defense counsel, # 3 Exhibit 2 - Email from Plaintiffs counsel to defense counsel, # 4 Exhibit 3 - Email from defense counsel to Plaintiffs counsel, # 5 Exhibit 4 - Plaintiffs Request for Production of Documents RFP No. 1, # 6 Exhibit 5 - Plaintiffs Request for Production of Documents RFP No. 2, # 7 Exhibit 6 - Plaintiffs First Set of Supplement Discovery Requests RFPs Nos. 3-12, # 8 Exhibit 7 - Letter from defense counsel to Plaintiffs counsel, # 9 Exhibit 8 - Plaintiffs Initial Disclosures, # 10 Exhibit 9 - Defendants Initial Disclosure Statement, # 11 Exhibit 10 - Letter from Plaintiffs counsel to defense counsel, # 12 Exhibit 11 - Letter from defense counsel to Plaintiffs counsel, # 13 Exhibit 12 - Letter from Plaintiffs counsel to defense counsel, # 14 Exhibit 13 - Email from defense counsel to Plaintiffs counsel) (Gottesdiener, Eli) (Entered: 03/23/2011)
	Request

33	Filed: 3/23/2011, Entered: None
	Motion for Extension of Time Within Which to File a First Amended Complaint by Plaintiff Tammy Boyd. Motions referred to Magistrate Judge Stephen L. Crocker. Response due 3/30/2011. (Gottesdiener, Eli) (Entered: 03/23/2011)
	Request

32	Filed: 2/8/2011, Entered: None
	STANDING ORDER relating to the discovery of electronically stored information in a complex civil lawsuit. Signed by Magistrate Judge Stephen L. Crocker on 2/7/11. (krj) (Entered: 02/08/2011)
	Request

31	Filed: 2/8/2011, Entered: None
	Pretrial Conference Order - Amendments to Pleadings due 3/31/2011. Motion to Certify Class under Rule 23 due 6/3/2011. Dispositive Motions due 12/1/2011. Settlement Letters due 4/27/2012. Court Trial set for 6/4/2012 at 09:00 AM. Signed by Magistrate Judge Stephen L. Crocker on 2/7/11. (krj) (Entered: 02/08/2011)
	Request

30	Filed: 2/8/2011, Entered: None
	Brief in Reply in Support re: 21 Motion for to Deem Certain Allegations of the Complaint Admitted or to Strike Answer re 19 Answer filed by Tammy Boyd (Gottesdiener, Eli) Modified docket text on 2/8/2011 (krj). (Entered: 02/08/2011)
	Request

29	Filed: 2/7/2011, Entered: None
	Disregard; refiled as docket #30. Attorney contacted court on 2/8/2011; filed in error. (krj). (Entered: 02/07/2011)
	Request

28	Filed: 1/28/2011, Entered: None
	Brief in Opposition by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 21 Motion for to Deem Certain Allegations of the Complaint Admitted or to Strike Answer re 19 Answer filed by Tammy Boyd (Attachments: # 1 Exhibit A - Transcript of January 19, 2011 Preliminary Pre-Trial Conference) (Sturgeon, Jeffrey) (Entered: 01/28/2011)
	Request

27	Filed: 1/24/2011, Entered: None
	Transcript of telephonic pretrial conference, held 1/19/11 before Magistrate Judge Stephen L. Crocker. Court Reporter: LS. Please review the court policy regarding electronic transcripts: see Electronic Transcript Instructions and Notice of Intent to Request Redaction. (krj) (Entered: 01/24/2011)
	Request

26	Filed: 1/18/2011, Entered: None
	Corporate Disclosure Statement by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Smith, Todd) (Entered: 01/18/2011)
	Request

25	Filed: 1/18/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy Boyd re: 24 Motion for An Order Directing Defendants to Meet-and-Confer Under Rule 26(f) About Electronically Stored Information ("ESI") Including About Possible Destruction of Relevant ESI Between 2001 and 2010 Motion for An Order Directing Defendants to Meet-and-Confer Under Rule 26(f) About Electronically Stored Information ("ESI") Including About Possible Destruction of Relevant ESI Between 2001 and 2010 filed by Tammy Boyd (Attachments: # 1 Exhibit 1 - 1/13/11 Plaintiff's Letter to Defendants, # 2 Exhibit 2 - 1/14/11 Plaintiff's Letter to Defendants) (Gottesdiener, Eli) (Entered: 01/18/2011)
	Request

24	Filed: 1/18/2011, Entered: None
	Motion for An Order Directing Defendants to Meet-and-Confer Under Rule 26(f) About Electronically Stored Information ("ESI") Including About Possible Destruction of Relevant ESI Between 2001 and 2010 by Plaintiff Tammy Boyd. Response due 1/25/2011. (Gottesdiener, Eli) (Entered: 01/18/2011)
	Request

23	Filed: 1/18/2011, Entered: None
	Notice of Appearance filed by Steven D. Cohen for Plaintiff Tammy Boyd (Cohen, Steven) (Entered: 01/18/2011)
	Request

22	Filed: 1/18/2011, Entered: None
	Declaration of Eli Gottesdiener filed by Plaintiff Tammy Boyd re: 21 Motion for to Deem Certain Allegations of the Complaint Admitted or to Strike Answer re 19 Answer filed by Tammy Boyd (Attachments: # 1 Exhibit 1 - Meriter Plan IRS Form 5500 Extracts, # 2 Exhibit 2 - Meriter document provided to Plaintiff) (Gottesdiener, Eli) (Entered: 01/18/2011)
	Request

21	Filed: 1/18/2011, Entered: None
	Motion for to Deem Certain Allegations of the Complaint Admitted or to Strike Answer re 19 Answer by Plaintiff Tammy Boyd. Response due 1/25/2011. (Gottesdiener, Eli) (Entered: 01/18/2011)
	Request

20	Filed: 1/14/2011, Entered: None
	Report of Rule 26(f) Planning Meeting (Attachments: # 1 Certificate of Service) (Sturgeon, Jeffrey) (Entered: 01/14/2011)
	Request

19	Filed: 1/13/2011, Entered: None
	ANSWER by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. (Smith, Todd) (Entered: 01/13/2011)
	Request

18	Filed: 1/4/2011, Entered: None
	TEXT ONLY ORDER ORDER granting 10 Motion to Admit Charles C. Jackson Pro Hac Vice, 12 Motion to Admit Jeffrey J. Kmoch Pro Hac Vice, 14 Motion to Admit Jeffrey A. Sturgeon Pro Hac Vice, and 16 Motion to Admit Jeremy P. Blumenfeld Pro Hac Vice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. Charles C. Jackson, Jeffrey Joseph Kmoch, Jeffrey Alan Sturgeon and Jeremy Blumenfeld admitted pro hac vice. Signed by Magistrate Judge Stephen L. Crocker on 1/4/2011. (arw) (Entered: 01/04/2011)
	Request

17	Filed: 1/3/2011, Entered: None
	Declaration of Jeremy P. Blumenfeld filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 16 Motion to Admit Jeremy P. Blumenfeld Pro Hac Vice filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Smith, Todd) (Entered: 01/03/2011)
	Request

16	Filed: 1/3/2011, Entered: None
	Motion to Admit Jeremy P. Blumenfeld Pro Hac Vice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. (Smith, Todd) (Entered: 01/03/2011)
	Request

15	Filed: 1/3/2011, Entered: None
	Declaration of Jeffrey A. Sturgeon filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 14 Motion to Admit Jeffrey A. Sturgeon Pro Hac Vice filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Smith, Todd) (Entered: 01/03/2011)
	Request

14	Filed: 1/3/2011, Entered: None
	Motion to Admit Jeffrey A. Sturgeon Pro Hac Vice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. (Smith, Todd) (Entered: 01/03/2011)
	Request

13	Filed: 1/3/2011, Entered: None
	Declaration of Jeffrey J. Kmoch filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 12 Motion to Admit Jeffrey J. Kmoch Pro Hac Vice filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Smith, Todd) (Entered: 01/03/2011)
	Request

12	Filed: 1/3/2011, Entered: None
	Motion to Admit Jeffrey J. Kmoch Pro Hac Vice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. (Smith, Todd) (Entered: 01/03/2011)
	Request

11	Filed: 1/3/2011, Entered: None
	Declaration of Charles C. Jackson filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 10 Motion to Admit Charles C. Jackson Pro Hac Vice filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Smith, Todd) (Entered: 01/03/2011)
	Request

10	Filed: 1/3/2011, Entered: None
	Motion to Admit Charles C. Jackson Pro Hac Vice by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker. (Smith, Todd) (Entered: 01/03/2011)
	Request

9	Filed: 12/8/2010, Entered: None
	TEXT ONLY ORDER ORDER granting 7 Motion for Extension of Time to respond to complaint. Answer due 1/13/11. Signed by Magistrate Judge Stephen L. Crocker on 12/8/10. (krj) (Entered: 12/08/2010)
	Request

8	Filed: 12/7/2010, Entered: None
	Declaration of Todd G. Smith filed by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. re: 7 Motion for Extension of Time to Respond to the Complaint filed by Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc. (Attachments: # 1 Exhibit A - November 29, 2010 letter to Mr. Gottesdiener, # 2 Exhibit B - December 1, 2010 letter to Mr. Smith, # 3 Exhibit C - Email of December 6, 2010 to Mr. Carter, # 4 Exhibit D - Email of December 6, 2010 to Mr. Smith) (Smith, Todd) (Entered: 12/07/2010)
	Request

7	Filed: 12/7/2010, Entered: None
	Motion for Extension of Time to Respond to the Complaint by Defendants Meriter Health Services Employee Retirement Plan, Meriter Health Services, Inc.. Motions referred to Magistrate Judge Stephen L. Crocker.Response due 12/14/2010. (Smith, Todd) (Entered: 12/07/2010)
	Request

6	Filed: 11/24/2010, Entered: None
	Summons Returned Executed by Defendant Meriter Health Services, Inc.. Meriter Health Services, Inc. served on 11/23/2010, answer due 12/14/2010. (Gottesdiener, Eli) (Entered: 11/24/2010)
	Request

5	Filed: 11/24/2010, Entered: None
	Summons Returned Executed by Defendant Meriter Health Services Employee Retirement Plan. Meriter Health Services Employee Retirement Plan served on 11/23/2010, answer due 12/14/2010. (Gottesdiener, Eli) (Entered: 11/24/2010)
	Request

4	Filed: 11/10/2010, Entered: None	Summons Issued
	Summons Issued as to Meriter Health Services Employee Retirement Plan and Meriter Health Services, Inc. (Attachments: # 1 Meriter Health Services summons) (krj) (Entered: 11/10/2010)
	Request

3	Filed: 11/9/2010, Entered: None
	Request for Issuance of Summons by Plaintiff Tammy Boyd. (Gottesdiener, Eli) (Entered: 11/09/2010)
	Request

2	Filed: 11/9/2010, Entered: None
	Request for Issuance of Summons by Plaintiff Tammy Boyd. (Gottesdiener, Eli) (Entered: 11/09/2010)
	Request

1	Filed: 7/30/2010, Entered: None
	COMPLAINT against all defendants. ( Filing fee $ 350 receipt number 07580000000000593193.), filed by all plaintiffs. (Attachments: # 1 JS-44 Civil Cover Sheet Civil Cover Sheet, # 2 Summons for Defendant Meriter, # 3 Summons for Defendant Meriter Plan) (Gottesdiener, Eli) Modified on 8/2/2010 to clarify docket text. (lak) (Entered: 07/30/2010)
	Request

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