Medina v. Catholic Health Initiatives

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 10, 2013.
  • Defendants filed a Motion to Dismiss on July 30, 2013 but just 6 days later sua sponte, the Court converted the motion to a Motion for Summary Judgment based upon the Court’s jurisdictional issues being intertwined with the merits of the case. The simple outcome is that before any issues of law or fact can be decided by the Court, the Plaintiffs are entitled to take discovery (i.e. request documents and take depositions).
  • On August 29, 2013, the Plaintiffs filed a Motion for Class Certification.
  • On September 30, 2013, the Unites States of America intervened.
  • On October 7, 2013, the Defendants answered Plaintiffs’ complaint.


  • Church Plan Exemption


Key Defendants:

  • Catholic Health Initiatives

Significant Filings:





  • District of Colorado

    • Case No. 13-1249


  • District Judge Robert E. Blackburn
  • Magistrate Judge Kristen L. Mix


  • Catholic Health Initiatives
  • Patricia G. Webb
  • Carol Keenan

Attorneys – Plaintiffs:

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

Attorneys – Defendants:

  • Groom Law


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