Stumpf v. Sheet Metal Workers' National Pension Fund et al

Federal Civil Lawsuit New York Eastern District Court, Case No. 2:16-cv-05059
District Judge Sandra J. Feuerstein, presiding
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District Judge Sandra J. Feuerstein
Last Updated July 29, 2025 at 9:04 AM EDT (4.3 months ago) Update UpdateSpaceE-Mail Alert AlertsSpaceJump Jump
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Parties
No Logo Anonymized Party [95097EF], Plaintiff

Represented by The Law Firm of Adam C. Weiss, PLLC

Name Phone Fax E-Mail
Space Adam C. Weiss adam@acweisslaw.com
v.
No Logo Sheet Metal Workers' National Pension Fund, Defendant

Represented by Chief Counsel Sheet Metal Workers' National Pension Fund

Name Phone Fax E-Mail
Space Stephen M. Rosenblatt srosenblatt@smwnbf.org

Represented by Eversheds Sutherland (us) Llp

Name Phone Fax E-Mail
Space Kristine M. Maher kristineellison@eversheds-sutherland.com

Represented by Sutherland Asbill & Brennan LLP

Name Phone Fax E-Mail
Space Nicholas Christakos nicholas.christakos@sutherland.com
No Logo The Board of Trustees of the Sheet Metal Workers National Pension Fund, Defendant

Represented by Unknown Firm

Name Phone Fax E-Mail
Space Nicholas Christakos
Space Kristine M. Maher kmaher@graydon.law
Space Stephen M. Rosenblatt
Attributes
Nature of Suit 791 - Labor: Employee Retirement Income Security Act (ERISA)
Cause Section 29 U.S.C. § 1104 Recovery of Benefits to Employee
Jurisdiction Federal Question
Case Status closed
Jury Demand None
Anonymization By SCALES
Timeline
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Legal Document (Payment Possibly Required) 36 Filed: 7/26/2018, Entered: 7/26/2018
CLERK'S JUDGMENT: ORDERED AND ADJUDGED that Plaintiff 95097EF take nothing of Defendants Sheet Metal Workers National Pension Fund, and the Board of Trustees of the Sheet Metal Workers National Pension Fund; that Plaintiffs Summary Judgment Motion is denied; that Defendants Summary Judgment Motion is granted; that judgment is hereby entered in favor of Defendants on all five causes of action raised in Plaintiffs Complaint; and that this case is closed. Ordered by Clerk of Court on 7/26/2018. (Toritto, Jim)
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Legal Document (Payment Possibly Required) 35 Filed: 7/25/2018, Entered: 7/26/2018 Court Filing
MEMORANDUM & ORDER denying 20 Motion for Summary Judgment - Accordingly, IT IS HEREBY ORDERED that Plaintiff's Summary Judgment Motion is DENIED, and Defendants' Summary Judgment Motion is GRANTED; the Clerk of Court is directed to enter judgment in favor of Defendants on all five causes of action raised in Plaintiff's Complaint and then close the case. SO Ordered by Judge Sandra J. Feuerstein on 7/25/2018. (Tirado, Chelsea)
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Blank  Filed: 7/20/2018, Entered: 7/20/2018
Set/Reset Hearings: In light of the parties' cross-motions for summary judgment, the July 25, 2018 Status Conference is adjourned to Tuesday, August 14, 2018 at 11:00 a.m. and will be held telephonically. Plaintiff's counsel is to initiate the call; once all parties are on the line, contact Chambers at (631) 712-5630. Plaintiff is to serve Defendants notice of the adjourned hearing and file a certificate of said service. c/ECF (Killigrew, Patricia)
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Blank  Filed: 6/12/2018, Entered: 6/12/2018
Set/Reset Hearings: The June 19, 2018 Status Conference is adjourned to Wednesday, July 25, 2018 at 11:00 a.m. and will be held telephonically. Plaintiff's counsel is to initiate the call; once all parties are on the line, contact Chambers at (631) 712-5630. Plaintiff is to serve Defendants notice of the adjourned hearing and file a certificate of said service. c/ECF (Killigrew, Patricia)
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Blank  Filed: 6/7/2018, Entered: 6/7/2018
NOTICE of Hearing: Due to a change in the Court's calendar, the conference originally scheduled before Judge Feuerstein on 6/19/2018 is converted into a telephone conference at 3:30 pm. Plaintiff's counsel is directed to initiate the conference call to 631-712-5630. Plaintiff's counsel is directed to serve a copy of this notice on all parties upon receipt. c/ecf (Morabito, Bryan)
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Blank  Filed: 4/11/2018, Entered: 4/11/2018
Set/Reset Hearings: Set/Reset Hearings: The April 16, 2018 Status Conference is adjourned to Tuesday, June 19, 2018 at 11:15 AM (Courtroom 1010 in the Central Islip Federal Courthouse). Plaintiff is to serve Defendants notice of the adjourned hearing and file a certificate of said service. c/ECF (Killigrew, Patricia) (Killigrew, Patricia)
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Blank  Filed: 1/30/2018, Entered: 1/30/2018
ORDER re 34 Letter filed by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund: The application is granted; the April 9, 2018 Status Conference is adjourned to April 16, 2018 at 11:15 a.m. (Courtroom 1010 in the Central Islip Federal Courthouse. Ordered by Judge Sandra J. Feuerstein on 1/30/2018. c/ECF (Killigrew, Patricia)
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Legal Document (Payment Possibly Required) 34 Filed: 1/29/2018, Entered: 1/29/2018
Letter Consent Motion by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund (Ellison, Kristine)
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Blank  Filed: 1/24/2018, Entered: 1/24/2018
Set/Reset Hearings: The January 30, 2018 Status Conference is adjourned to Monday, April 9, 2018 at 11:15 AM (Courtroom 1010 in the Central Islip Federal Courthouse). Plaintiff is to serve Defendants notice of the adjourned hearing and file a certificate of said service. c/ECF (Killigrew, Patricia)
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Legal Document (Payment Possibly Required) 33 Filed: 11/21/2017, Entered: 11/21/2017
CERTIFICATE OF SERVICE by 95097EF re Set/Reset Hearings, dated November 9, 2017 (Weiss, Adam)
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Blank  Filed: 11/9/2017, Entered: 11/9/2017
Set/Reset Hearings: The November 14, 2017 Status Conference is adjourned to Tuesday, January 30, 2018 at 11:15 AM (Courtroom 1010 in the Central Islip Federal Courthouse). Plaintiff is to serve Defendants notice of the adjourned hearing and file a certificate of said service. c/ECF (Killigrew, Patricia)
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Legal Document (Payment Possibly Required) 32 Filed: 11/8/2017, Entered: 11/8/2017
NOTICE of Appearance by Kristine Ellison on behalf of Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund (notification declined or already on case) (Ellison, Kristine)
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Blank  Filed: 11/8/2017, Entered: 11/8/2017
ORDER re 30 : The Motion of Kristine Ellison for Leave to Appear Pro Hac Vice is granted. The attorney shall register for ECF, registration is available online at the NYEDs homepage. Once registered, the attorney shall file a notice of appearance and ensure that she receives electronic notification of activity in this case. Also, the attorney shall ensure that the 150 admission fee be submitted to the Clerks Office via filing the event Pro Hac Vice Filing Fee . Ordered by Magistrate Judge Arlene R. Lindsay on 11/8/2017. c/ecf (Imrie, Robert)
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Legal Document (Payment Possibly Required) 31 Filed: 11/7/2017, Entered: 11/7/2017
AFFIDAVIT/AFFIRMATION re 30 Notice of MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number 0207-9959728. Supplemental Affidavit by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund (Ellison, Kristine)
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Blank  Filed: 11/7/2017, Entered: 11/7/2017
ORDER deferring ruling on 30 : Motion for Leave to Appear Pro Hac Vice. Moving counsel is directed to supplement her affidavit, via a separate filing, to comply with Local Civil Rule 1.3(c) on or before November 17, 2017. Failure to do so will result in the Motion being denied. Ordered by Magistrate Judge Arlene R. Lindsay on 11/7/2017. c/ecf (Imrie, Robert)
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Legal Document (Payment Possibly Required) 30 Filed: 11/6/2017, Entered: 11/6/2017
Notice of MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number 0207-9959728. by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund. (Attachments: # 1 Affidavit, # 2 Certificates of Good Standing) (Ellison, Kristine)
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Blank  Filed: 8/29/2017, Entered: 8/29/2017
ORDER granting 29 Motion to Withdraw as Attorney. Attorney Stephen M. Rosenblatt terminated. Ordered by Magistrate Judge Arlene R. Lindsay on 8/29/2017. c/ecf (Imrie, Robert)
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Legal Document (Payment Possibly Required) 29 Filed: 8/28/2017, Entered: 8/28/2017
Letter MOTION to Withdraw as Attorney as to Stephen M. Rosenblatt by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund. (Attachments: # 1 Certificate of Service) (Christakos, Nicholas)
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Legal Document (Payment Possibly Required) 28 Filed: 7/31/2017, Entered: 7/31/2017
Fully Briefed MOTION for Summary Judgment on behalf of all parties by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund. (Attachments: # 1 Rule 56.1 Statement in Support of Defendants' Motion for Summary Judgment, # 2 Declaration of Debra Elkins Santi in Support of Defendants' Motion for Summary Judgment, # 3 Exhibit A to Elkins Declaration, # 4 Exhibit B to Elkins Declaration, # 5 Exhibit C to Elkins Declaration, # 6 Exhibit D (Part 1) to Elkins Declaration, # 7 Exhibit D (Part 2) to Elkins Declaration, # 8 Exhibit D (Part 3) to Elkins Declaration, # 9 Exhibit D (Part 4) to Elkins Declaration, # 10 Exhibit D (Part 5) to Elkins Declaration, # 11 Exhibit D (Part 6) to Elkins Declaration, # 12 Exhibit D (Part 7) to Elkins Declaration, # 13 Exhibit D (Part 8) to Elkins Declaration, # 14 Exhibit D (Part 9) to Elkins Declaration, # 15 Exhibit D (Part 10) to Elkins Declaration, # 16 Exhibit D (Part 11) to Elkins Declaration, # 17 Exhibit D (Part 12) to Elkins Declaration, # 18 Exhibit D (Part 13) to Elkins Declaration, # 19 Memorandum in Support of Defendants' Motion for Summary Judgment, # 20 Rule 56.1 Statement Plaintiff's Response to Defendants' Rule 56.1 Statement, # 21 Memorandum in Opposition to Defendants' Motion for Summary Judgment) (Christakos, Nicholas)
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Legal Document (Payment Possibly Required) 27 Filed: 7/31/2017, Entered: 7/31/2017
AFFIDAVIT/DECLARATION in Opposition re 20 Fully Briefed MOTION for Summary Judgment Declaration of Debbie Elkins, dated July 31, 2017 filed by 95097EF. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3) (Weiss, Adam)
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Legal Document (Payment Possibly Required) 26 Filed: 7/31/2017, Entered: 7/31/2017
RULE 56.1 STATEMENT re 20 Fully Briefed MOTION for Summary Judgment Defendants' Counter-Statement filed by 95097EF. (Weiss, Adam)
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Legal Document (Payment Possibly Required) 25 Filed: 7/31/2017, Entered: 7/31/2017
MEMORANDUM in Opposition re 20 Fully Briefed MOTION for Summary Judgment filed by 95097EF. (Weiss, Adam)
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Legal Document (Payment Possibly Required) 24 Filed: 7/31/2017, Entered: 7/31/2017
AFFIDAVIT/DECLARATION in Support re 20 Fully Briefed MOTION for Summary Judgment Declaration of Adam C. Weiss, Esq. filed by 95097EF. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D, # 5 Exhibit E, # 6 Exhibit F, # 7 Exhibit G, # 8 Exhibit H, # 9 Exhibit I, # 10 Exhibit J, # 11 Exhibit K, # 12 Exhibit L, # 13 Exhibit M, # 14 Exhibit N, # 15 Exhibit O, # 16 Exhibit P, # 17 Exhibit Q, # 18 Exhibit R, # 19 Exhibit S, # 20 Exhibit T, # 21 Exhibit U, # 22 Exhibit V, # 23 Exhibit W, # 24 Exhibit X, # 25 Exhibit Y, # 26 Exhibit AA, # 27 Exhibit BB, # 28 Exhibit CC, # 29 Exhibit DD) (Weiss, Adam)
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Legal Document (Payment Possibly Required) 23 Filed: 7/31/2017, Entered: 7/31/2017
AFFIDAVIT/DECLARATION in Support re 20 Fully Briefed MOTION for Summary Judgment Declaration of 95097EF filed by 95097EF. (Attachments: # 1 Exhibit A) (Weiss, Adam)
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Legal Document (Payment Possibly Required) 22 Filed: 7/31/2017, Entered: 7/31/2017
RULE 56.1 STATEMENT re 20 Fully Briefed MOTION for Summary Judgment filed by 95097EF. (Weiss, Adam)
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Legal Document (Payment Possibly Required) 21 Filed: 7/31/2017, Entered: 7/31/2017
MEMORANDUM in Support re 20 Fully Briefed MOTION for Summary Judgment filed by 95097EF. (Weiss, Adam)
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Legal Document (Payment Possibly Required) 20 Filed: 7/31/2017, Entered: 7/31/2017
Fully Briefed MOTION for Summary Judgment by 95097EF. (Weiss, Adam)
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Legal Document (Payment Possibly Required) 19 Filed: 7/10/2017, Entered: 7/10/2017
Letter to Opposing Counsel Initiating Defendants' Motion for Summary Judgment by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund (Christakos, Nicholas)
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Legal Document (Payment Possibly Required) 18 Filed: 7/10/2017, Entered: 7/10/2017
Letter to Opposing Counsel Initiating Plaintiff's Motion for Summary Judgment by 95097EF (Weiss, Adam)
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Blank  Filed: 6/27/2017, Entered: 6/27/2017
ORDER re 17 (MOTION for Extension of Time to File filed by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund): The application is granted. Ordered by Judge Sandra J. Feuerstein on 6/27/2017. (Killigrew, Patricia)
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Legal Document (Payment Possibly Required) 17 Filed: 6/23/2017, Entered: 6/23/2017
Letter Motion with Consent for Extension of Time for Parties to File Cross Motions for Summary Judgment and Oppositions by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund (Christakos, Nicholas) Modified docket entry from letter to motion on 6/27/2017 (Tirado, Chelsea).
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Legal Document (Payment Possibly Required) 16 Filed: 4/19/2017, Entered: 4/25/2017 Court Filing
Minute Entry for proceedings held on 4/19/2017 before Judge Sandra J. Feuerstein: Civil Cause for Initial Telephone Conference. Counsel for Plaintiff: Adam Weiss. Counsel for Defendant: Steven Rosenblatt. Case called. Cross motions for summary judgment to be served by 7/3/2017. Opposition and final submission to the Court by 7/24/2017. A status conference is scheduled before Judge Feuerstein on 11/14/2017 at 11:15AM. (Tirado, Chelsea)
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Legal Document (Payment Possibly Required) 15 Filed: 3/9/2017, Entered: 3/17/2017 Court Filing
Minute Entry for proceedings held on 3/9/2017 before Judge Sandra J. Feuerstein: Civil Cause for Initial Telephone Conference. Counsel for Plaintiff: Adam Weiss. Counsel for Defendant: Steven Rosenblatt. Case called. A status conference is scheduled before the Judge Feuerstein on 4/19/2017 at 11:15AM. (Tirado, Chelsea)
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Legal Document (Payment Possibly Required) 14 Filed: 1/17/2017, Entered: 1/19/2017 Court Filing
Minute Entry for proceedings held on 1/17/2017 before Judge Sandra J. Feuerstein: Civil Cause for Initial Telephone Conference. Counsel for Plaintiff: Adam Weiss. Counsel for Defendant: Steven Rosenblatt. Case called. A status conference is scheduled before Judge Feuerstein on 3/9/2017 at 11:00AM. (Tirado, Chelsea)
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Legal Document (Payment Possibly Required) 13 Filed: 1/13/2017, Entered: 1/13/2017
NOTICE of Appearance by Nicholas Christakos on behalf of All Defendants (notification declined or already on case) (Christakos, Nicholas)
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Blank  Filed: 1/13/2017, Entered: 1/13/2017
NOTICE of Hearing: Due to a change in the Court's calendar, the conference originally scheduled before Judge Feuerstein on 1/17/2017 is converted into a telephone conference at 11:00 am. Plaintiff's counsel is directed to initiate the conference call to 631-712-5630. Plaintiff's counsel is directed to serve a copy of this notice on all parties upon receipt. c/ecf (Morabito, Bryan)
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Blank  Filed: 1/10/2017, Entered: 1/10/2017
ORDER re 12 : The Motion of Nicholas Christakos for Leave to Appear Pro Hac Vice is granted. The attorney shall register for ECF, registration is available online at the NYEDs homepage. Once registered, the attorney shall file a notice of appearance and ensure that he receives electronic notification of activity in this case. Also, the attorney shall ensure that the $150 admission fee be submitted to the Clerks Office. Ordered by Magistrate Judge Arlene R. Lindsay on 1/10/2017. c/ecf (Imrie, Robert)
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Legal Document (Payment Possibly Required) 12 Filed: 1/9/2017, Entered: 1/9/2017
Notice of MOTION for Leave to Appear Pro Hac Vice with Respect to Nicholas T. Christakos Filing fee $ 150, receipt number 0207-9191825. by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund. (Attachments: # 1 Affidavit in Support of Nicholas T. Christakos, # 2 Proposed Order) (Christakos, Nicholas)
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Legal Document (Payment Possibly Required) 11 Filed: 11/14/2016, Entered: 11/14/2016
ANSWER to 1 Complaint by All Defendants. (Rosenblatt, Stephen)
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Legal Document (Payment Possibly Required) 10 Filed: 10/5/2016, Entered: 10/5/2016
NOTICE of Appearance by Stephen M. Rosenblatt on behalf of All Defendants (notification declined or already on case) (Rosenblatt, Stephen)
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Blank  Filed: 10/5/2016, Entered: 10/5/2016
ORDER granting 9 Motion for Leave to Appear Pro Hac Vice. Attorney Stephen M. Rosenblatt shall register for ECF; registration is available online at the NYED's homepage. Once registered, Mr. Rosenblatt shall file a notice of appearance and ensure that he receives electronic notification of activity in this case. Also, he shall ensure that the $150 admission fee be submitted to the Clerk's Office. Ordered by Magistrate Judge Arlene R. Lindsay on 10/5/2016. (Lanin, Debbie)
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Legal Document (Payment Possibly Required) 9 Filed: 10/3/2016, Entered: 10/3/2016
Notice of MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number 0207-8960788. by Sheet Metal Workers National Pension Fund, The Board of Trustees of the Sheet Metal Workers National Pension Fund. (Attachments: # 1 Affidavit, # 2 Proposed Order) (Rosenblatt, Stephen)
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Legal Document (Payment Possibly Required) 8 Filed: 9/20/2016, Entered: 9/20/2016
WAIVER OF SERVICE Returned Executed by 95097EF. All Defendants. (Weiss, Adam)
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Blank  Filed: 9/13/2016, Entered: 9/13/2016
NOTICE of Hearing: Initial Conference set for 1/17/2017 at 11:15 AM in Courtroom 1010 before Judge Sandra J. Feuerstein at the Central Islip Courthouse, located at 100 Federal Plaza, Central Islip, New York 11722. The parties shall appear with authority, or with individuals with authority, to settle this matter. Plaintiff shall serve a copy of this Notice of Hearing upon defendants and file proof of such service with the Court. c/ECF (D'Agostino, Peter)
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Legal Document (Payment Possibly Required) 7 Filed: 9/13/2016, Entered: 9/13/2016
Proposed Summons. by 95097EF (Weiss, Adam)
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Legal Document (Payment Possibly Required) 6 Filed: 9/13/2016, Entered: 9/13/2016
Proposed Summons. by 95097EF (Weiss, Adam)
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Legal Document (Payment Possibly Required) 5 Filed: 9/13/2016, Entered: 9/13/2016
In accordance with Rule 73 of the Federal Rules of Civil Procedure and Local Rule 73.1, the parties are notified that if all parties consent a United States magistrate judge of this court is available to conduct all proceedings in this civil action including a (jury or nonjury) trial and to order the entry of a final judgment. Attached to the Notice is a blank copy of the consent form that should be filled out, signed and filed electronically only if all parties wish to consent. The form may also be accessed at the following link: http://www.uscourts.gov/uscourts/FormsAndFees/Forms/AO085.pdf. You may withhold your consent without adverse substantive consequences. Do NOT return or file the consent unless all parties have signed the consent. (Flanagan, Doreen)
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Blank  Filed: 9/13/2016, Entered: 9/13/2016
Case Assigned to Judge Sandra J. Feuerstein and Magistrate Judge Arlene R. Lindsay. Please download and review the Individual Practices of the assigned Judges, located on our website. Attorneys are responsible for providing courtesy copies to judges where their Individual Practices require such. (Flanagan, Doreen)
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Legal Document (Payment Possibly Required) 4 Filed: 9/13/2016, Entered: 9/13/2016
This attorney case opening filing has been checked for quality control. See the attachment for corrections that were made. (Flanagan, Doreen)
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Blank  Filed: 9/13/2016, Entered: 9/13/2016
Proposed summons is rejected for the following reasons: the section that reads "To: (Defendant's name and address)" has not been correctly completed (Please correct Defendants' names to conform to the Complaint); the caption does not match the caption of the Complaint; the section that reads "The answer or motion must be served on Plaintiff or Plaintiff's attorney, whose name and address are:" has not been correctly completed (please correct the spelling) and the date on the summons is incorrect as it is added by the Clerk's Office as of the date of issuance (please leave the date blank). Counsel is advised to submit a completed proposed summons using the event Proposed Summons/Civil Cover Sheet. (Flanagan, Doreen)
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Blank  Filed: 9/13/2016, Entered: 9/13/2016
Incorrect Case Entry Information. Deleted Defendants Sheet Metal Workers' National Pension Fund and Board of Trustees of the Sheet Metal Workers' National Pension Fund. Added Defendants to the case to conform to the Complaint. Deleted Document Entry No. 1 and re-entered as against all Defendants. (Flanagan, Doreen)
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Blank  Filed: 9/13/2016, Entered: 9/13/2016
FILING FEE: $ 400.00, receipt number 0207-8905034 (Flanagan, Doreen)
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Legal Document (Payment Possibly Required) 1 Filed: 9/13/2016, Entered: 9/13/2016
COMPLAINT against All Defendants Was the Disclosure Statement on Civil Cover Sheet completed -Yes,, filed by 95097EF. (Flanagan, Doreen) Modified on 9/13/2016 (Flanagan, Doreen).
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Legal Document (Payment Possibly Required) 3 Filed: 9/13/2016, Entered: 9/13/2016
Proposed Summons. by 95097EF (Weiss, Adam)
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Legal Document (Payment Possibly Required) 2 Filed: 9/13/2016, Entered: 9/13/2016
Civil Cover Sheet.. by 95097EF (Weiss, Adam)
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