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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 this class action complaint against the Monsanto Co. Pension Plan in the U.S. 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 ... read more >
On June 23, 2004, plaintiffs filed this class action complaint against the Monsanto Co. Pension Plan in the U.S. 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 and on September 22, 2010, the Seventh Circuit affirmed the decision of the district court. On September 30, 2014, the district court ordered the exhibits to be destroyed or disposed of, and the case closed.

Michael Perry - 06/29/2010
MJ Koo - 03/09/2017


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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 Age Discrimination in Employment Act (ADEA), 29 U.S.C. §§ 621 et seq.
Employee Retirement Income Security Act (ERISA), 29 U.S.C. § 1001
Defendant(s) Monsanto Co.
Monsanto Co. Pension Plan
Pfizer Inc.
Pharmacia
Solutia Inc.
Plaintiff Description Participants in the Monsanto Co. Pension Plan.
Class action status sought Yes
Class action status granted Yes
Prevailing Party Mixed
Public Int. Lawyer No
Nature of Relief Injunction / Injunctive-like Settlement
Source of Relief Settlement
Form of Settlement Court Approved Settlement or Consent Decree
Case Closing Year 2014
Case Ongoing No
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)
09-3637 (U.S. Court of Appeals)
EE-IL-0321-9001.pdf | Detail
Date: 04/20/2010
Source: PACER [Public Access to Court Electronic Records]
3:04-cv-00436 (S.D. Ill.)
EE-IL-0321-9000.pdf | Detail
Date: 09/30/2014
Source: PACER [Public Access to Court Electronic Records]
General Documents
Class Action Complaint (2004 WL 3112273)
EE-IL-0321-0001.pdf | WESTLAW | Detail
Date: 06/23/2004
Source: Westlaw
CONSOLIDATED CLASS ACTION COMPLAINT [ECF# 139]
EE-IL-0321-0002.pdf | Detail
Date: 09/04/2006
Source: PACER [Public Access to Court Electronic Records]
Memorandum and Order (Denying motion for class certification) (2006 WL 2802051) (S.D. Ill.)
EE-IL-0321-0008.pdf | WESTLAW | External Link | Detail
Date: 09/27/2006
Source: Non-PACER U.S. District Court Website
Order (Staying consideration of three accounts until the resolution of Cooper v. IBM Personal Pension Plan) (472 F.Supp.2d 1053) (S.D. Ill.)
EE-IL-0321-0007.pdf | WESTLAW| LEXIS | External Link | Detail
Date: 10/25/2006
Memorandum and Order (Denying motions to dismiss) (2007 U.S.Dist.LEXIS 63793) (S.D. Ill.)
EE-IL-0321-0012.pdf | LEXIS | Detail
Date: 08/29/2007
Source: LexisNexis
Memorandum and Order (Dismissing three counts) (2007 U.S.Dist.LEXIS 67704) (S.D. Ill.)
EE-IL-0321-0013.pdf | LEXIS | Detail
Date: 09/13/2007
Source: LexisNexis
Opinion Consolidated Class Action (cerifying class action) (252 F.R.D. 450) (S.D. Ill.)
EE-IL-0321-0011.pdf | WESTLAW| LEXIS | Detail
Date: 05/22/2008
Source: Google Scholar
Opinion (Granting plaintiff summary judgment on one count) (636 F.Supp.2d 785) (S.D. Ill.)
EE-IL-0321-0009.pdf | WESTLAW| LEXIS | Detail
Date: 06/11/2009
Source: Google Scholar
Opinion (Granting defendant summary judgment on three counts) (636 F.Supp.2d 774) (S.D. Ill.)
EE-IL-0321-0010.pdf | WESTLAW| LEXIS | Detail
Date: 06/11/2009
Source: Google Scholar
Clerk's Judgment on Count X (S.D. Ill.)
EE-IL-0321-0015.pdf | Detail
Date: 09/29/2009
Source: PACER [Public Access to Court Electronic Records]
Brief and Required Short Appendix for Plaintiff - Appellants
EE-IL-0321-0003.pdf | Detail
Date: 01/12/2010
Source: Westlaw
Brief and Supplemental Appendix of Defendants - Appellees
EE-IL-0321-0004.pdf | Detail
Date: 03/12/2010
Source: Westlaw
Reply Brief of Plaintiffs - Appellants
EE-IL-0321-0005.pdf | Detail
Date: 04/13/2010
Source: Westlaw
Opinion (Affirming the district court's ruling granting summary judgment to the defendants on three counts) (614 F.3d 415)
EE-IL-0321-0006.pdf | WESTLAW| LEXIS | External Link | Detail
Date: 07/30/2010
Source: U.S. Court of Appeals website
Order of US Court of Appeals
EE-IL-0321-0014.pdf | Detail
Date: 09/14/2010
Source: PACER [Public Access to Court Electronic Records]
Judges Bauer, William Joseph (Seventh Circuit, N.D. Ill.)
EE-IL-0321-0006 | EE-IL-0321-0006 | EE-IL-0321-0014
Evans, Terence Thomas (Seventh Circuit, E.D. Wis.)
EE-IL-0321-0006 | EE-IL-0321-0014
Flaum, Joel Martin (Seventh Circuit, N.D. Ill.)
EE-IL-0321-0006 | EE-IL-0321-0014
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-0321-0014 | EE-IL-0321-0015 | EE-IL-0321-9000 | EE-IL-0321-9000
Herndon, David R. (S.D. Ill.)
EE-IL-0321-0007 | EE-IL-0321-0008
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

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