Texas Northern District Court
Judge:Reed O'Connor
Case #: 4:23-cv-00552
Nature of Suit791 Labor - Employee Retirement Income Security Act
Cause29:1132 E.R.I.S.A.-Employee Benefits
Case Filed:Jun 01, 2023
Terminated:Sep 30, 2025
Last checked: Wednesday Nov 29, 2023 8:42 AM CST
Defendant
American Airlines, Inc.
Represented By
Mark W Robertson
O'Melveny & Myers LLP
contact info
Charles Joseph Mahoney
O'Melveny & Myers LLP
contact info
Brian D Boyle
O'Melveny & Myers LLP
contact info
Russell D Cawyer
Kelly Hart & Hallman LLP
contact info
Dee J Kelly, Jr
Kelly Hart & Hallman
contact info
William Pollak
O'Melveny & Myers LLP
contact info
Jeffrey A N Kopczynski
O'Melveny & Myers LLP
contact info
Shannon Barrett
O'Melveny & Myers
contact info
Defendant
the American Airlines Employee Benefits Committee
Represented By
Mark W Robertson
O'Melveny & Myers LLP
contact info
Charles Joseph Mahoney
O'Melveny & Myers LLP
contact info
Brian D Boyle
O'Melveny & Myers LLP
contact info
Russell D Cawyer
Kelly Hart & Hallman LLP
contact info
Dee J Kelly, Jr
Kelly Hart & Hallman
contact info
William Pollak
O'Melveny & Myers LLP
contact info
Jeffrey A N Kopczynski
O'Melveny & Myers LLP
contact info
Shannon Barrett
O'Melveny & Myers
contact info
Plaintiff
Bryan P. Spence
Represented By
Andrew Bowman Stephens
Hacker Stephens LLP
contact info
Hammons P Hepner
Sharp Law LLP
contact info
Heather Gebelin Hacker
Hacker Stephens LLP
contact info
Rex A Sharp
Sharp Law LLP
contact info
Isaac Diel
Sharp Law
contact info
TERMINATED PARTIES
Defendant
Fidelity Investments Institutional
Terminated: 07/19/2023
Represented By
H Dustin Fillmore, III
The Fillmore Law Firm LLP
contact info
Charles W Fillmore
The Fillmore Law Firm
contact info
Defendant
Financial Engines Advisors, LLC
Terminated: 07/25/2023
Represented By
D Mitchell McFarland
Munsch Hardt Kopf & Harr, P.C.
contact info
William J. Delany
Groom Law Group, Chartered
contact info
Claire Elizabeth Carroll
Munsch Hardt Kopf & Harr
contact info

GPO Feb 21 2024
ORDER denying 44 Motion to Dismiss. See order for details. (Ordered by Judge Reed C. O'Connor on 2/21/2024) (chmb)
GPO Jun 20 2024
MEMORANDUM OPINION AND ORDER denying 99 Motion for Summary Judgment. (Ordered by Judge Reed C. O'Connor on 6/20/2024) (chmb) (Main Document 143 replaced - opinion substituted on 6/21/2024 to correct typographical error per DJ chambers - docket text modified to opinion) (bdb).

Docket last updated: 01/21/2026 11:59 PM CST
Friday, January 16, 2026
186 186 motion Leave to File Fri 01/16 1:22 PM
MOTION for Leave to File Response to Defendants' Proposed Surreply in Opposition to Plaintiff's Motion for Attorneys' Fees, Costs, and Service Award filed by Bryan P. Spence with Brief/Memorandum in Support. (Hacker, Heather)
Related: [-]
Att: 1 Exhibit(s) Proposed Response Brief,
Att: 2 Proposed Order
Friday, January 09, 2026
185 185 respm Appendix in Support Fri 01/09 11:55 PM
Appendix in Support filed by American Airlines Inc, the American Airlines Employee Benefits Committee re184 MOTION for Leave to File Sur-Reply in Support of its Opp. to Plaintiff's Motion for Attorney Fee Defendants' Unopposed Amended Motion for Leave to File a Sur-Reply in Support of its Opp. to Plaintiff's Motion for Attorney Fees (Cawyer, Russell)
Related: [-]
184 184 motion Leave to File Fri 01/09 11:52 PM
MOTION for Leave to File Sur-Reply in Support of its Opp. to Plaintiff's Motion for Attorney Fee Defendants' Unopposed Amended Motion for Leave to File a Sur-Reply in Support of its Opp. to Plaintiff's Motion for Attorney Fees filed by American Airlines Inc, the American Airlines Employee Benefits Committee (Cawyer, Russell)
Related: [-]