Kaplan v. Saint Peter’s Healthcare System

Case Highlights

Status of the Case:

  • This case is a sister case to four other similarly alleged cases:
  • Plaintiffs allege that the defined benefit pension plan sponsored by the defendant, a non-profit hospital conglomerate, is not entitled to the Church Plan exemption.
  • The complaint was filed on May 7, 2013.
  • Defendants filed a Motion to Dismiss on August 12, 2013.
  • On August 14, 2013, the IRS granted the Saint Peter’s pension plan church plan status. Here is Saint Peter’s IRS ruling edited to fill in the relevant names from the Pension Rights Center.
  • On September 19, 2013, the Pension Rights Center sent a letter to the pension plan’s participants addressing the IRS ruling.
  • The Plaintiffs filed a Motion to Strike and a Response to Defendants’ Motion to Dismiss on September 23, 2013.
  • On October 15, 2013, Defendants replied to the Motion to Dismiss.
  • On November 14, 2013, the Unites States of America intervened.
  • On March 31, 2014, the Court denied the hospital’s motion to dismiss, finding that as a matter of law, the pension plan is not a church plan.
  • On April 14, 2014, the defendants filed a motion seeking to immediately appeal the issue of church plan status to the 3rd Circuit Court of Appeals


  • Church Plan Exemption


Key Defendants:

  • Saint Peter’s Healthcare System

Significant Filings:






  • District of New Jersey
    • Case No. 13-2941


  • District Judge Michael A. Shipp
  • Magistrate Judge Tonianne J. Bongiovanni


  • Saint Peter’s Healthcare System
  • Ronald C. Rak
  • Susan Ballestero
  • Garrick Stoldt

Attorneys – Plaintiffs:

  • Cohen Milstein Sellers & Toll, PLLP
  • Keller Rohrback, LLP

Attorneys – Defendants:

  • Sills Cummis & Gross PC


One thought on “Kaplan v. Saint Peter’s Healthcare System”

Leave a Reply

Your email address will not be published. Required fields are marked *