Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_05-cv-04172/USCOURTS-cand-3_05-cv-04172-4/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29:1132 E.R.I.S.A.: Employee Benefits

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MORGAN, LEWIS &

BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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 STIPULATION AND [PROPOSED] ORDER 

SETTING DATE FOR FILING MSJ (C 05-4172 SC) 

MORGAN, LEWIS & BOCKIUS LLP 

D. WARD KALLSTROM, State Bar No. 076937 

DONALD P. SULLIVAN, State Bar No. 191080 

One Market, Spear Street Tower 

San Francisco, CA 94105-1126 

Tel: 415.442.1000 

Fax: 415.442.1001 

Attorneys for Defendant 

URS CORPORATION SHORT & LONG TERM 

DISABILITY PLAN 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

MARCO C. LOBASCIO, 

Plaintiff, 

vs. 

URS CORPORATION SHORT & LONG 

TERM DISABILITY PLAN, 

Defendant. 

Case No. C 05-4172 SC 

STIPULATION AND [PROPOSED] 

ORDER SETTING DATE FOR FILING 

CROSS MOTIONS FOR SUMMARY 

JUDGMENT 

WHEREAS, Plaintiff Marco C. Lobascio (“Plaintiff”) brought the above-titled action 

against the URS Corporation Short & Long Term Disability Plan (“Plan”) on or about October 

14, 2005; 

WHEREAS, the Plan is a fully-insured employee welfare benefit plan, as that term is 

defined in section 3(1) of the Employee Retirement Income Security Act of 1974 (“ERISA”), 29 

U.S.C. § 1002(1); 

WHEREAS, since January 1, 1999, the disability benefits payable from the Plan have 

been paid by an insurance policy issued to the Plan by the Life Insurance Company of North 

America (“LINA”); 

WHEREAS, before January 1, 1999, the disability benefits payable from the Plan were 

paid by the UNUM Life Insurance Company of America (“UNUM”); 

WHEREAS, the Plan tendered the defense of this case to LINA, and LINA accepted the 

Case 3:05-cv-04172-SC Document 30 Filed 04/03/07 Page 1 of 3
MORGAN, LEWIS &

BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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 2 STIPULATION AND [PROPOSED] ORDER 

SETTING DATE FOR FILING MSJ (C 05-4172 SC) 

tender and hired the law firm of Green & Humbert to defend the Plan in this action; 

WHEREAS, Plaintiff and the Plan attended a mediation session on May 24, 2006 with 

Catherine A. Yanni, Esq. acting as mediator; 

WHEREAS, Plaintiff was represented at the mediation by counsel, Timothy J. Fricker and 

James G. Mellen of Fricker & Mellen & Associates, and the Plan was represented by counsel, C. 

Mark Humbert and Joanne M. Ryan of Green & Humbert; 

WHEREAS, counsel for the Plan and LINA learned for the first time at the mediation, or 

shortly thereafter, that Plaintiff had received long-term disability benefits from UNUM on 

account of his disabling condition from 1998 to sometime in 2000, and that he had elected to 

participate in the reassessment of terminated claims that UNUM agreed to do as part of its 

settlement of a nationwide class action lawsuit brought by 49 states; 

WHEREAS, if UNUM determined during its reassessment of Plaintiff’s claim that it 

improperly terminated his benefits, it, and not LINA, would be responsible for paying the benefits 

to Plaintiff that Plaintiff is currently seeking from LINA by way of this lawsuit; 

WHEREAS, the fact that UNUM, and not LINA, might be responsible for paying Plaintiff 

the benefits he is seeking from LINA by way of this lawsuit required LINA to explore the 

possibility of joining UNUM as a defendant in this case and seeking reimbursement from UNUM 

for the benefits it had already paid to Plaintiff; 

WHEREAS, the fact that LINA’s and UNUM’s interest in this action had become adverse 

necessitated a substitution of counsel for the Plan and LINA because Green & Humbert currently 

represents UNUM in other disability benefit matters; 

WHEREAS, LINA retained Morgan, Lewis & Bockius LLP (“Morgan Lewis”) to 

represent it and the Plan in this matter; 

WHEREAS, the parties stipulated to stay the case so that the Plan’s and LINA’s new 

counsel could become familiar with the case and explore LINA’s options for seeking relief from 

UNUM, and so that UNUM could complete is reassessment of Plaintiff’s claim; 

WHEREAS, the Court entered the stipulations to stay the case on September 5 and 

December 13, 2006; and 

Case 3:05-cv-04172-SC Document 30 Filed 04/03/07 Page 2 of 3
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BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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 3 STIPULATION AND [PROPOSED] ORDER 

SETTING DATE FOR FILING MSJ (C 05-4172 SC) 

WHEREAS, UNUM recently informed counsel for the Plan and LINA that it would not 

be reinstating Plaintiff’s benefits. 

NOW THEREFORE, FOR GOOD CAUSE SHOWN AND PURSUANT TO LOCAL 

RULE 7-12, THE PARTIES HEREBY STIPULATE and AGREE as follows: 

1. The Parties’ cross motions for summary judgment shall be heard on Friday, June 

22, 2007, or as soon thereafter as possible depending on the Court’s schedule. 

IT IS SO STIPULATED: 

Dated: March 29, 2007 MORGAN, LEWIS & BOCKIUS LLP 

By /S/ Donald P. Sullivan 

Donald P. Sullivan 

Attorneys for Defendant 

URS CORPORATION SHORT & LONG 

TERM DISABILITY PLAN 

Dated: March 29, 2007 FRICKER & MELLON & ASSOCIATES 

By /S/ Timothy J. Fricker (as authorized on 

March 29, 2007) 

Timothy J. Fricker 

James G. Mellon 

Attorneys for Plaintiff 

MARCO C. LOBASCIO 

[PROPOSED] ORDER

For good cause shown, it is hereby ordered that: 

1. The Parties’ cross motions for summary judgment shall be heard on Friday, 

____________, 2007. at 10:00 A.M.

IT IS SO ORDERED. 

Dated: 

 The Hon. Samuel Conti 

 U.S. District Judge 

1-SF/7523575.2 

June 294/3/07

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

IT IS SO ORDERED

Judge Samuel Conti

Case 3:05-cv-04172-SC Document 30 Filed 04/03/07 Page 3 of 3