Ortiz v. Unum Life Insurance Company of America - ERISA Benefits Dispute
Summary
A new civil case, Ortiz v. Unum Life Insurance Company of America, has been filed in the U.S. District Court for the Northern District of California. The case concerns a dispute over employee benefits under an ERISA plan, with a complaint filed on March 23, 2026.
What changed
A new civil case, Ortiz v. Unum Life Insurance Company of America, has been filed in the U.S. District Court for the Northern District of California (Case No. 3:26-cv-02512). The filing includes a complaint for benefits under an Employee Welfare Benefit Plan, indicating a dispute related to ERISA.
This filing signifies the initiation of litigation concerning employee benefits. Compliance officers should be aware that this case may set precedents or highlight compliance issues related to ERISA plan administration and benefit claims processing. While no specific compliance deadline is mentioned for other entities, the plaintiff has initiated legal action, and the defendant will need to respond.
What to do next
- Review ERISA plan documents and claims processing procedures for compliance.
- Monitor case developments for potential impact on benefit administration.
Source document (simplified)
Ortiz v. Unum Life Insurance Company of America et al
Case Number: 3:26-cv-02512 Location: San Francisco Case Type: Civil Case Basis: Federal Question Nature of Suit: Labor: E.R.I.S.A. Date Filed:
March 23, 2026
Last Filing Date:
March 23, 2026
View Publicly Available Documents Case Summary No summary of this case is available
Recent Filings
| Date Filed | Docket Number | Document Description |
| --- | --- | --- |
| 03-23-26 | 1 | COMPLAINT FOR BENEFITS UNDER AN EMPLOYEE WELFARE BENEFIT PLAN against All Defendants ( Filing fee $ 405, receipt number ACANDC-21787473.). Filed by Lisa Ortiz. (Attachments: # (1) Civil Cover Sheet)(Bather, Phillip) (Filed on 3/23/20 |
| 03-23-26 | 2 | Certificate of Interested Entities by Lisa Ortiz identifying Other Affiliate Lisa Ortiz for Lisa Ortiz. (Bather, Phillip) |
| 03-23-26 | 3 | Proposed Summons. (Bather, Phillip) |
| 03-23-26 | 4 | EXHIBITS to Complaint filed byLisa Ortiz. (Bather, Phillip) |
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