Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_07-cv-00819/USCOURTS-cand-3_07-cv-00819-0/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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 1 Case No. C 07 0819 CRB 

JOINT CASE MANAGEMENT CONFERENCE STATEMENT AND REQUEST FOR CONTINUANCE 

MICHAEL J. CARROLL (SBN 050246) 

ERSKINE & TULLEY 

220 Montgomery Street, Suite 303 

San Francisco, CA 94104 

Telephone: (415) 392-5431 

Facsimile: (415) 392-1978 

Email: michael@erskinetulley.com

Attorney for Plaintiff 

BOARD OF TRUSTEES OF THE SHEET 

METAL WORKERS HEALTH CARE PLAN OF 

NORTHERN CALIFORNIA, SHEET METAL 

WORKERS PENISION TRUST OF NORTHERN 

CALIFORNIA, SHEET METAL WORKERS 

LOCAL 104 VACATION, HOLIDAY SAVINGS 

PLAN; ANTHONY ASHER, TRUSTEE 

MICHAEL P. MERRILL (SBN 040963) 

MERRILL, ARNONE & JONES, LLP 

3554 Round Barn Blvd., Suite 303 

Santa Rosa, CA 95403 

Telephone: (707) 528-2882 

Facsimile: (707) 528-6015 

Email: mpmerr@majlaw.com

Attorneys for Defendants 

DEAN LANGER and KENNTH LANGER, 

individually, and doing business as DESIGN AIR 

HEATING AND SHEETMETAL 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

SAN FRANCISCO DIVISION 

BOARD OF TRUSTEES OF THE SHEET 

METAL WORKERS HEALTH CARE PLAN 

OF NORTHERN CALIFORNIA, SHEET 

METAL WORKERS PENISION TRUST OF 

NORTHERN CALIFORNIA, SHEET METAL 

WORKERS LOCAL 104 VACATION, 

HOLIDAY SAVINGS PLAN; ANTHONY 

ASHER, TRUSTEE 

 Plaintiff, 

 v. 

DEAN LANGER and KENNTH LANGER 

 Both individually, and doing business as 

DESIGN AIR HEATING AND SHEETMETAL 

 Defendants. 

Case No. C 07 0819 CRB 

JOINT CASE MANAGEMENT 

CONFERENCE STATEMENT 

AND REQUEST FOR 

CONTINUANCE 

Date: May 18, 2007 

Time: 8:30 a.m. 

Courtroom: 8, 19th Floor 

Judge: Hon. Charles R. Breyer 

ORDER

Case 3:07-cv-00819-CRB Document 9 Filed 05/10/07 Page 1 of 4
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 2 Case No. C 07 0819 CRB 

JOINT CASE MANAGEMENT CONFERENCE STATEMENT AND REQUEST FOR CONTINUANCE 

DESCRIPTION OF THE CASE 

1. A brief description of the action: 

Action to enforce the terms of a collective bargaining agreement and trust 

subscription agreements as the inspection of records and to compel payment of any amounts due 

thereunder. The parties are cooperating in the performance of an audit, and judicial economy 

would be served if the CMC were continued for sixty days to see if all issues can be resolved by 

the parties informally. 

2. The principal factual issues in which the parties dispute: 

Plaintiffs claim that Defendants have not cooperated in producing documents. 

Defendants claim that they have done so and stand ready to continue doing so. Defendants also 

take the position that all moneys due and owing the Plaintiffs has been paid to Plaintiffs. 

3. The principal legal issues which the parties dispute: 

None currently identified. 

4. Other factual issues (e.g., service of process, personal jurisdiction, 

subject matter jurisdiction or venue) which remain unresolved for the reasons stated below 

and how the parties propose to resolve those issues: 

N/A 

5. The parties which have not been served and the reasons: 

N/A 

6. The additional parties which the below-specified parties intend to join 

in the intended time frame for such joinder: 

N/A 

7. The following parties consent to assignment of this case to the United 

States Magistrate Judge for trial: 

N/A 

ALTERNATIVE DISPUTE RESOLUTION 

8. The ADR process to which the parties request referral: 

Mediation. 

Case 3:07-cv-00819-CRB Document 9 Filed 05/10/07 Page 2 of 4
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 3 Case No. C 07 0819 CRB 

JOINT CASE MANAGEMENT CONFERENCE STATEMENT AND REQUEST FOR CONTINUANCE 

DISCLOSURES 

9. The parties certify that they have made the following disclosures: 

None. 

10. Please indicate any other information regarding ADR process or 

deadline: 

N/A 

DISCOVERY 

11. The parties agreed to the following discovery plan: 

Production of Documents relied on by Plaintiffs that form the underlying claimed 

basis for the audit and liability under thereunder – date TBD. 

Deposition of Auditors upon the completion of their audit and review of records 

sought for review. Dates and persons TBD 

TRIAL SCHEDULE 

12. Based on present estimates, the parties request a trial date in: 

December 2007. 

13. The parties expect that the trial will last for the following number of 

days: 

5 days. 

Dated: May __, 2007 

ERSKINE & TULLY 

By: /s/ Michael J. Carroll 

MICHAEL J. CARROLL 

Attorneys for Plaintiff 

BOARD OF TRUSTEES OF THE SHEET 

METAL WORKERS HEALTH CARE 

PLAN OF NORTHERN CALIFORNIA, 

SHEET METAL WORKERS PENISION 

TRUST OF NORTHERN CALIFORNIA, 

SHEET METAL WORKERS LOCAL 104 

VACATION, HOLIDAY SAVINGS PLAN; 

ANTHONY ASHER, TRUSTEE 

Case 3:07-cv-00819-CRB Document 9 Filed 05/10/07 Page 3 of 4
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 4 Case No. C 07 0819 CRB 

JOINT CASE MANAGEMENT CONFERENCE STATEMENT AND REQUEST FOR CONTINUANCE 

Dated: May __, 2007 

MERRILL, ARNONE & JONES, LLP 

By: /s/ Michael P. Merrill 

MICHAEL P. MERRILL 

Attorneys for Defendants 

DEAN LANGER and KENNTH LANGER, 

individually, and doing business as DESIGN 

AIR HEATING AND SHEETMETAL 

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

IT IS SO ORDERED

Judge Charles R. Breyer

May 10, 2007 Case management conference continued to July 20, 2007 at 8:30 a.m.

Case 3:07-cv-00819-CRB Document 9 Filed 05/10/07 Page 4 of 4