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Bruce A. Mead v. Intermec Technologies Corporation Short Term Disability Plan for Employees of Norand Corporation

Citations: 271 F.3d 715; 2001 U.S. App. LEXIS 24342; 2001 WL 1402712Docket: 01-1066

Court: Court of Appeals for the Eighth Circuit; November 13, 2001; Federal Appellate Court

Narrative Opinion Summary

In this case, the appellant challenged a summary judgment in favor of Intermec Technologies regarding his entitlement to short-term disability benefits and related statutory claims under ERISA. The Eighth Circuit Court of Appeals reviewed the case de novo and affirmed the lower court's decision. The appellant, a former employee, failed to meet the eligibility criteria for disability benefits as he had resumed work before resigning, thus not being off work for the required duration due to a medical condition. Furthermore, the appellant had signed a severance agreement with a waiver, which was deemed enforceable and precluded his benefit claims. The court also found the claims time-barred under Iowa's two-year statute of limitations applicable to the Wage Payment Collection Act. Additionally, the court ruled that the appellant, no longer an employee, was not entitled to plan information as he lacked a valid claim, thus not qualifying as a 'participant' under ERISA. Consequently, the District Court's grant of summary judgment was upheld, negating any breach of duty by Intermec Technologies.

Legal Issues Addressed

Definition of Participant Entitlement to Plan Information

Application: The plaintiff, as a former employee without a valid claim, was not entitled to plan information, as he was not considered a 'participant' under ERISA.

Reasoning: The Supreme Court established that a former employee is entitled to information from a former employer only if they are a 'participant,' which is defined as someone with a valid claim that could succeed in a benefits lawsuit.

Eligibility for Short-term Disability Benefits under ERISA

Application: The plaintiff did not qualify for short-term disability benefits as he did not meet the plan's requirement of being off work for more than five consecutive days due to a medical condition.

Reasoning: Mead had returned to work on May 23, 1995, and did not miss additional days before resigning on May 31, 1995, thus failing to meet the eligibility criteria.

Enforceability of Severance Agreement Waivers under ERISA

Application: The court upheld the enforceability of the waiver signed by the plaintiff, which barred his claim for benefits, as it was executed voluntarily and knowingly in exchange for severance benefits.

Reasoning: Mead had signed a severance agreement and waiver upon his resignation, which was deemed enforceable under ERISA.

Statute of Limitations for ERISA Claims

Application: The claims were time-barred under Iowa's Wage Payment Collection Act, which imposes a two-year statute of limitations, thus supporting the summary judgment.

Reasoning: The court addressed the statute of limitations applicable to Mead's claims, concluding that they were governed by Iowa's Wage Payment Collection Act, which has a two-year statute of limitations.