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Case Name Walker v. Monsanto Co. Pension Plan EE-IL-0321
Docket / Court 3:04-cv-00436 ( S.D. Ill. )
State/Territory Illinois
Case Type(s) Equal Employment
Special Collection Private Employment Class Actions
Case Summary
On June 23, 2004 plaintiffs filed a class action complaint against the Monsanto Co. Pension Plan in the District Court for the Southern District of Illinois. The complaint alleged violations of the Employee Retirement Income Security Act (ERISA) in regards to age discrimination. The alleged ... read more >
On June 23, 2004 plaintiffs filed a class action complaint against the Monsanto Co. Pension Plan in the District Court for the Southern District of Illinois. The complaint alleged violations of the Employee Retirement Income Security Act (ERISA) in regards to age discrimination. The alleged violations stemmed from Monsanto's conversion on January 1, 1997 of its pension plan from a conventional defined benefit plan to a cash balance plan.

As the case proceeded other cases were consolidated and various additional plaintiffs who had similar complaints and defendants with the same pension plan were joined. On September 4, 2006 plaintiffs filed their final amended consolidated class action complaint. It contained ten counts that constituted three general allegations: that the pension plans violated ERISA by ceasing or reducing the rate an employee's benefits accrued on account of age, that the plans violated ERISA by back-loading the rate at which benefits accrued for older workers, and that the payment of interest on late benefit payments was below the rate specified in one of the plans.

On August 29, 2007 the district court (Judge Phil Gilbert) denied various motions to dismiss. On September 13, 2007 the court dismissed three counts of the complaint relating to the reduction of the rate at which benefits accrued with prejudice on the basis of a recently decided case in the Seventh Circuit. Class action status was certified on May 22, 2008.

The district court (Judge Phil Gilbert) issued two opinions on June 11, 2009 concerning the competing motions for summary judgment. Summary judgment was granted to the plaintiffs on the claim that one plan failed to pay adequate interest on delayed pension payments. But the court granted defendants summary judgment on the counts relating to the back-loading of the rate at which benefits accrued.

On October 27, 2009 plaintiffs appealed to the Seventh Circuit Court of Appeals. Arguments were heard on April 20, 2010 and on July 30, 2010 the Seventh Circuit affirmed the decision of the district court.

Michael Perry - 06/29/2010


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Issues and Causes of Action
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Issues
Discrimination-area
Pay / Benefits
Discrimination-basis
Age discrimination
General
Disparate Treatment
Plaintiff Type
Private Plaintiff
Causes of Action Employee Retirement Income Security Act (ERISA), 29 U.S.C. § 1001
Age Discrimination in Employment Act (ADEA), 29 U.S.C. §§ 621 et seq.
Defendant(s) Monsanto Co.
Monsanto Co. Pension Plan
Pfizer Inc.
Pharmacia
Solutia Inc.
Plaintiff Description Participants in the Monsanto Co. Pension Plan.
Indexed Lawyer Organizations None on record
Class action status sought Yes
Class action status granted Yes
Prevailing Party None Yet / None
Public Int. Lawyer No
Nature of Relief None yet
Source of Relief None yet
Form of Settlement None on record
Order Duration not on record
Case Closing Year n/a
Case Ongoing Yes
Case Listing EE-IL-0286 : Donaldson v. Pharmacia Pension Plan (S.D. Ill.)
Additional Resources
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Case Studies Megacases, Diversity, and the Elusive Goal of Workplace Reform
Written: Mar. 01, 2008
By: Nancy Levit (University of Missouri-Kansas City School of Law)
Citation: 49 B.C. L. Rev. 367 (2008)
[ Detail ] [ External Link ]

  Second Generation Employment Discrimination: A Structural Approach
By: Susan Sturm (Columbia Law School)
Citation: 101 Colum. L. Rev. 458 (2001)
[ Detail ] [ External Link ]

Docket(s)
3:04-cv-00436 (S.D. Ill.) 03/30/2010
EE-IL-0321-9000.pdf | Detail
PACER [Public Access to Court Electronic Records]
09-3637 (U.S. Court of Appeals) 04/20/2010
EE-IL-0321-9001.pdf | Detail
PACER [Public Access to Court Electronic Records]
General Documents
Class Action Complaint 06/23/2004 (2004 WL 3112273)
EE-IL-0321-0001.pdf | WESTLAW | Detail
Document Source: Westlaw
CONSOLIDATED CLASS ACTION COMPLAINT 09/04/2006
EE-IL-0321-0002.pdf | Detail
Document Source: PACER [Public Access to Court Electronic Records]
Memorandum and Order (Denying motion for class certification) 09/27/2006 (2006 WL 2802051) (S.D. Ill.)
EE-IL-0321-0008.pdf | WESTLAW | External Link | Detail
Document Source: Non-PACER U.S. District Court Website
Order (Staying consideration of three accounts until the resolution of Cooper v. IBM Personal Pension Plan) 10/25/2006 (472 F.Supp.2d 1053) (S.D. Ill.)
EE-IL-0321-0007.pdf | WESTLAW| LEXIS | External Link | Detail
Memorandum and Order (Denying motions to dismiss) 08/29/2007 (2007 U.S.Dist.LEXIS 63793) (S.D. Ill.)
EE-IL-0321-0012.pdf | LEXIS | Detail
Document Source: LexisNexis
Memorandum and Order (Dismissing three counts) 09/13/2007 (2007 U.S.Dist.LEXIS 67704) (S.D. Ill.)
EE-IL-0321-0013.pdf | LEXIS | Detail
Document Source: LexisNexis
Opinion Consolidated Class Action (cerifying class action) 05/22/2008 (252 F.R.D. 450) (S.D. Ill.)
EE-IL-0321-0011.pdf | WESTLAW| LEXIS | Detail
Document Source: Google Scholar
Opinion (Granting plaintiff summary judgment on one count) 06/11/2009 (636 F.Supp.2d 785) (S.D. Ill.)
EE-IL-0321-0009.pdf | WESTLAW| LEXIS | Detail
Document Source: Google Scholar
Opinion (Granting defendant summary judgment on three counts) 06/11/2009 (636 F.Supp.2d 774) (S.D. Ill.)
EE-IL-0321-0010.pdf | WESTLAW| LEXIS | Detail
Document Source: Google Scholar
Brief and Required Short Appendix for Plaintiff - Appellants 01/12/2010
EE-IL-0321-0003.pdf | Detail
Document Source: Westlaw
Brief and Supplemental Appendix of Defendants - Appellees 03/12/2010
EE-IL-0321-0004.pdf | Detail
Document Source: Westlaw
Reply Brief of Plaintiffs - Appellants 04/13/2010
EE-IL-0321-0005.pdf | Detail
Document Source: Westlaw
Opinion (Affirming the district court's ruling granting summary judgment to the defendants on three counts) 07/30/2010 (614 F.3d 415)
EE-IL-0321-0006.pdf | WESTLAW| LEXIS | External Link | Detail
Document Source: U.S. Court of Appeals website
Judges Bauer, William Joseph (N.D. Ill., Seventh Circuit)
EE-IL-0321-0006 | EE-IL-0321-0006
Evans, Terence Thomas (E.D. Wis., Seventh Circuit)
EE-IL-0321-0006
Flaum, Joel Martin (N.D. Ill., Seventh Circuit)
EE-IL-0321-0006
Frazier, Philip M. (S.D. Ill.) [Magistrate]
EE-IL-0321-9000
Gilbert, John Phil (S.D. Ill.)
EE-IL-0321-0009 | EE-IL-0321-0010 | EE-IL-0321-0011 | EE-IL-0321-0012 | EE-IL-0321-0013 | EE-IL-0321-9000 | EE-IL-0321-9000
Herndon, David R. (S.D. Ill.)
EE-IL-0321-0007 | EE-IL-0321-0008
Monitors/Masters None on record
Plaintiff's Lawyers Armstrong, Matthew H. (Missouri)
EE-IL-0321-0001 | EE-IL-0321-0002 | EE-IL-0321-9000 | EE-IL-0321-9001
Carr, Rex (Illinois)
EE-IL-0321-9000
Cueto, Christopher F. (Illinois)
EE-IL-0321-9000
Dirks, Eric L. (Missouri)
EE-IL-0321-0002 | EE-IL-0321-9000
Girard, Daniel C. (California)
EE-IL-0321-0001 | EE-IL-0321-9000
Levine, Jonathan (California)
EE-IL-0321-0001 | EE-IL-0321-9000
Marker, Michael B. (Illinois)
EE-IL-0321-0001 | EE-IL-0321-0002 | EE-IL-0321-9000 | EE-IL-0321-9001
McGuire, Todd M. (Missouri)
EE-IL-0321-9000
Schlichter, Jerome J. (Missouri)
EE-IL-0321-0002 | EE-IL-0321-9000
Siegel, Norman E. (Missouri)
EE-IL-0321-0002 | EE-IL-0321-0003 | EE-IL-0321-0005 | EE-IL-0321-9000 | EE-IL-0321-9001
Stueve, Patrick J. (Missouri)
EE-IL-0321-9000
Defendant's Lawyers Berra, Thomas P. Jr. (Missouri)
EE-IL-0321-9000
Blocker, Mark Bruce (Illinois)
EE-IL-0321-0004 | EE-IL-0321-9000 | EE-IL-0321-9001
Bonacorsi, Louis F. (Missouri)
EE-IL-0321-9000
Cohen, Carol Connor (District of Columbia)
EE-IL-0321-0004 | EE-IL-0321-9000 | EE-IL-0321-9001
Conlon, William F. (Illinois)
EE-IL-0321-9000
Cook, Bruce N. (Illinois)
EE-IL-0321-9000
Cox, A. Courtney (Illinois)
EE-IL-0321-9000
Dixon, Gretchen (District of Columbia)
EE-IL-0321-9000
English, Caroline T. (District of Columbia)
EE-IL-0321-0004 | EE-IL-0321-9000
Golterman, Robert J. (Missouri)
EE-IL-0321-0004 | EE-IL-0321-9000
Hochman, Robert N. (Illinois)
EE-IL-0321-0004 | EE-IL-0321-9001
Kelly, Erin E. (Illinois)
EE-IL-0321-9000
Meyer, Chris K. (Illinois)
EE-IL-0321-0004 | EE-IL-0321-9000
Montesano, Leah (District of Columbia)
EE-IL-0321-0004
Nester, Michael J. (Illinois)
EE-IL-0321-9000
Perryman, Neal F. (Missouri)
EE-IL-0321-0004 | EE-IL-0321-9000 | EE-IL-0321-9001
Phelps, Theresa A. (Missouri)
EE-IL-0321-9000
Rea, Anne E. (Illinois)
EE-IL-0321-0004 | EE-IL-0321-9000
Rillo, Christopher J. (California)
EE-IL-0321-9000
Ryan, Priscilla E. (Illinois)
EE-IL-0321-9000
Sallerson, Dawn A. (Illinois)
EE-IL-0321-9000
Sandrock, Ryan M. (Illinois)
EE-IL-0321-9000
Wyland, Neil H. (Illinois)
EE-IL-0321-9000
Ysursa, Bernard J. Sr. (Illinois)
EE-IL-0321-9000
Other Lawyers None on record

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