No. 25-590

Jerry Aldridge, et al. v. Regions Bank

Lower Court: Sixth Circuit
Docketed: 2025-11-19
Status: Pending
Type: Paid
CVSGAmici (1)Response RequestedResponse WaivedRelisted (2) Experienced Counsel
Tags: None
Latest Conference: 2026-04-02 (distributed 2 times)
Question Presented (from Petition)

Under § 502(a)(3) of the Employee Retirement Income Security Act of 1974, 29 U.S.C. § 1132 (a)(3), a beneficiary may bring suit to obtain "appropriate equitable relief."

The questions presented are:

1. Whether, when proceeding under § 1132(a)(3), a beneficiary may seek surcharge, a remedy that this Court has described as being "exclusively equitable." CIGNA Corp. v. Amara, 563 U.S. 421, 442 (2011).

2. Whether, if surcharge is unavailable under § 1132(a)(3), a beneficiary may pursue state-law claims arising out of a contract that is separate and apart from an ERISA plan and that is not required by the plan, or whether these state-law claims are preempted, thereby leaving the beneficiary without a remedy under either federal or state law.

Question Presented (AI Summary)

Question not identified.

Docket Entries

2026-04-06
The Solicitor General is invited to file a brief in this case expressing the views of the United States.
2026-03-17
Reply of petitioners Jerry Aldridge, et al. filed. (Distributed)
2026-03-17
Reply of Jerry Aldridge, et al. submitted.
2026-03-17
DISTRIBUTED for Conference of 4/2/2026.
2026-02-27
Brief of respondent Regions Bank in opposition filed.
2026-02-27
Brief of Regions Bank in opposition submitted.
2026-01-28
Brief amicus curiae of Samuel L. Bray filed.
2026-01-28
Amicus brief of Samuel L. Bray submitted.
2026-01-22
Motion to extend the time to file a response is granted and the time is extended to and including February 27, 2026.
2026-01-21
Motion to extend the time to file a response from January 28, 2026 to February 27, 2026, submitted to The Clerk.
2026-01-21
Motion of Regions Bank for an extension of time submitted.
2025-12-29
Response Requested. (Due January 28, 2026)
2025-12-16
DISTRIBUTED for Conference of 1/9/2026.
2025-12-15
Waiver of right of respondent Regions Bank to respond filed.
2025-11-14
Petition for a writ of certiorari filed. (Response due December 19, 2025)
2025-10-07
Application (25A400) granted by Justice Kavanaugh extending the time to file until November 14, 2025.
2025-10-03
Application (25A400) to extend the time to file a petition for a writ of certiorari from October 15, 2025 to November 14, 2025, submitted to Justice Kavanaugh.

Attorneys

Jerry Aldridge, et al.
Xiao WangUniversity of Virginia School of Law, Petitioner
Regions Bank
Gregory George GarreLatham & Watkins LLP, Respondent
John Cowles Neiman Jr.Maynard Nexsen PC, Respondent
Samuel L. Bray
Mark George BoykoBailey & Glasser LLP, Amicus