Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_14-cv-03743/USCOURTS-cand-3_14-cv-03743-5/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29:1001 E.R.I.S.A.: Employee Retirement

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STIPULATION BY THE PARTIES ON THE USE OF THE BARRY MARR LETTER OF MARCH 4, 2010 & THE

SUBMISSION OF THIS MATTER TO THE COURT WITHOUT A TRIAL 3:14-CV-03743-JSC 1

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Timothy J. Murphy (SBN 54200)

FISHER & PHILLIPS LLP

One Embarcadero Center, Suite 2050

San Francisco, California 94111-3712

Email: tmurphy@laborlawyers.com

Telephone: (415) 490-9000

Facsimile: (415) 490-9001

Robert C. Christenson (Georgia SBN 125240)

FISHER & PHILLIPS LLP

1075 Peachtree Street NE, Ste. 3500

Atlanta, Georgia 30309

Email: bchristenson@laborlawyers.com

Telephone: (404) 231-1400

Facsimile: (404) 240-4249

Attorneys for Plaintiffs/Counter-Defendants

HEAVENLY HANA LLC dba

TRAVAASA HOTEL HANA,

GREEN TEA, LLC dba GREEN

TEA MANAGEMENT, LLC, and

AMSTAR-39, LLC

Elizabeth A. Lawrence (SBN 111781)

DAVIS, COWELL & BOWE, LLP

595 Market Street, Suite 1400

San Francisco, California 94105

Email: eal@dcbsf.com

Telephone: (415) 597-7200

Facsimile: (415) 597-7201

Attorneys for Defendant/Counterclaimant

HOTEL UNION & HOTEL INDUSTRY OF HAWAII

PENSION PLAN

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA – SAN FRANCISCO

HEAVENLY HANA LLC, et. al

Plaintiffs,

v.

HOTEL UNION & HOTEL INDUSTRY OF

HAWAII PENSION PLAN, et al.

Defendants.

Case No.: 3:14-cv-03743-JCS

STIPULATION BY THE PARTIES ON THE

USE OF THE BARRY MARR LETTER OF

MARCH 4, 2010 AND THE SUBMISSION

OF THIS MATTER TO THE COURT

WITHOUT A TRIAL

Complaint Filed: August 18, 2014

Trial Date: November 16, 2015

Case 3:14-cv-03743-JCS Document 52 Filed 06/29/15 Page 1 of 3
STIPULATION BY THE PARTIES ON THE USE OF THE BARRY MARR LETTER OF MARCH 4, 2010 & THE

SUBMISSION OF THIS MATTER TO THE COURT WITHOUT A TRIAL 3:14-CV-03743-JSC 2

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The Plaintiffs/Counterdefendants HEAVENLY HANA LLC dba TRAVAASA HOTEL

HANA, GREEN TEA, LLC dba GREEN TEA MANAGEMENT, LLC, and AMSTAR-39, LLC

(“Plaintiffs”) and Defendant/Counterclaimant HOTEL UNION & HOTEL INDUSTRY OF

HAWAII PENSION PLAN (“Pension Plan”) hereby stipulate to the following:

1. The Plaintiffs waive the attorney client privilege for the March 4, 2010 letter from Barry

Marr only;

2. The Pension Plan agrees that the disclosure of the March 4, 2010 letter does not waive

any attorney client privilege other than for the letter itself;

3. The Pension Plan agrees that it will undertake no discovery regarding the letter or the

basis for its legal advice;

4. The parties may use the letter in their cases presented to Judge Spero;

5. The case will be submitted to Judge Spero for decision based on pleadings, legal briefs,

deposition testimony, affidavits and documents—a trial on the papers, allowing the Court to

make factual findings. There will be no trial with live testimony including any cross examination

of the witnesses on any affidavits. The parties will not file dispositive motions;

6. The parties stipulate that Ohana Hotel Company, LLC withdrew from the Pension Plan

in May 2010;

7. The parties stipulate that the Pension Plan made its first claim for withdrawal liability to

and from Ohana Hotel Company, LLC on December 5, 2012;

8. The parties stipulate that the Pension Plan made its first claim for successor withdrawal

liability from Plaintiffs on December 5, 2012;

9. The Pension Plan stipulates that it will not introduce any new evidence purporting to

justify or explain the fact that the initial claims for withdrawal liability were not made before

December 5, 2012 (all evidence from the Pension Plan, in the form of documents and deposition

testimony, has already been produced.) The Pension Plan stipulates that it took no action on the

withdrawal liability at issue between January 6, 2011 and early October 2012 when the demand

letter and confirmation of the exact amount of withdrawal liability was addressed. The Pension

Case 3:14-cv-03743-JCS Document 52 Filed 06/29/15 Page 2 of 3
STIPULATION BY THE PARTIES ON THE USE OF THE BARRY MARR LETTER OF MARCH 4, 2010 & THE

SUBMISSION OF THIS MATTER TO THE COURT WITHOUT A TRIAL 3:14-CV-03743-JSC 3

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Plan stipulates that Plaintiffs may introduce any evidence produced to date in the form of

documents and deposition testimony, subject to evidentiary objections, regarding the fact that

there was a time period between May 2010 and December 5, 2012 during which the Pension Plan

provided no notice of a withdrawal liability claim to Ohana or the Plaintiffs. The Plaintiffs reserve

their rights to use Mitchell H. Hofing, an expert disclosed on May 15, 2015 as an expert in this

matter. The Pension Plan does not agree that the Plaintiffs may use Mr. Hofing or any expert,

and reserves its right to object to any and all expert evidence presented by the Plaintiffs;

10. The Plaintiffs abandon any further Rule 30(b)(6) deposition on the 13 topics in the Notice

of Deposition of the Pension Plan dated June 2, 2015;

11. The parties may conduct further discovery;

12. The Plaintiffs stipulate that it never contacted the Pension Plan prior to December 5, 2012,

and never directed anyone, including the seller, to contact the Pension Plan prior to that date to

obtain an estimate of withdrawal liability; and

13. The Pension Plan stipulates that it never contacted Plaintiffs regarding withdrawal

liability or successor withdrawal liability until December 5, 2012.

DATED: June 26, 2015 FISHER & PHILLIPS LLP

By: /s/Timothy J. Murphy

TIMOTHY J. MURPHY

ROBERT C. CHRISTENSEN

Attorneys for Plaintiffs

Heavenly Hana LLC, et al.

DATED: June 26, 2015 DAVIS, COWELL & BOWE, LLP

By: /s/Elizabeth A. Lawrence

ELIZABETH A. LAWRENCE

Attorneys for Defendant/Counterclaimant

Hotel Union & Hotel Industry of Hawaii

Pension Plan

30789742.1

IT IS SO ORDERED. 

Dated: 6/29/15. 

/s/ Joseph C. Spero 

Chief Magistrate Judge

Case 3:14-cv-03743-JCS Document 52 Filed 06/29/15 Page 3 of 3