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Government
Social Security Administration
Judicial Review

Dale Holmgren v. Sun Life and Health Insurance Company

Published: Jan. 18, 2019 | Result Date: Dec. 5, 2018 |

Case number: 17-cv-03028-YGR. Bench Decision –  Plaintiff

Judge

Yvonne Gonzalez Rogers

Court

USDC Northern District of California


Attorneys

Plaintiff

Brent D. Brehm
(Kantor & Kantor LLP) Dale Holmgren

Corinne Chandler
(Kantor & Kantor LLP) Dale Holmgren

Glenn R. Kantor
(Kantor & Kantor LLP) Dale Holmgren


Defendant

Shivani Nanda
(Pacific Maritime Association) Sun Life and Health Insurance Company

Sean P. Nalty
(Ogletree, Deakins, Nash, Smoak & Stewart) Sun Life and Health Insurance Company


Facts

Dale Holmgren brought suit against Sun Life and Health Insurance Co. in relation to the denial of disability benefits under a long term disability benefits plan covered by the Employee Retirement Income Security Act.

Contentions

PLAINTIFF'S CONTENTIONS: Plaintiff contended that defendant erred in finding that he was not disabled within the meaning of his insurance plan.

DEFENDANT'S CONTENTIONS: Defendant contended that the medical evidence did not support the finding that plaintiff would be precluded from performing the material and substantial duties of his occupation as a tax director, and that plaintiff was not totally disabled within the meaning of his insurance plan.

Result

The court found in favor of the plaintiff, finding that he established by a preponderance of the evidence that he was disabled under the terms of his insurance plan during the relevant period and that defendant erred in denying his disability benefits.


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