University of California Livermore Retirees Group / Legal Defense Fund

Message board

A trial date for Phase II was scheduled for May 6, 2019. However, this date was moved because an ongoing trial in Dept. 21 was not yet finished.  A status conference is scheduled for May 28.  This message board will keep you informed of any changes, including a new trial date.

NBC Bay Area aired a story about the lawsuit on May 10, 2019.  Click here to view the story:  "They're Waiting for Us to Die': 10-Year Battle Over Health Benefits for University of California Lab Retirees Heads to Trial.

The University of California Livermore Retirees Group (UCLRG) was formed in 2008 to challenge the decision by the Regents of the University of California to terminate University-sponsored health care benefits of retirees who had worked at the Lawrence Livermore National Laboratory (LLNL) and transfer responsibility for the benefits to the new contractor.

In 2007, the Department of Energy (DOE) awarded the contract to manage the Laboratory to Lawrence Livermore National Security (LLNS), a private sector “joint venture” that includes Bechtel, the University of California, and two smaller companies.

When management was transferred to LLNS in October 2007, the Regents terminated UC benefits and transferred retirees who had worked at the Laboratory to the LLNS Health and Welfare Benefit Plan for Retirees. (Pension benefits remained with the University of California Retirement Plan (UCRP), or in some cases, with CalPERS.)

Since 1961, when the Regents established group health care for employees and retirees, the University has told employees that “You may continue your University-sponsored group health plan coverage for you and your family after you retire.”

UCRLG was organized to challenge UC’s decision not to honor this promise. Joe Requa led the effort. He contacted UC and registered an objection on behalf of retirees who had worked at the Laboratory. When UC refused to budge, Joe Requa and three others (Jay Davis, Donna Ventura and Wendell Moen) filed a lawsuit (on 8/11/10) to challenge the decision.

Since that time, we have won two appeals and convinced the Alameda Superior Court to “certify” the lawsuit as a class action on behalf of all UC retirees and dependents whose health care benefits were terminated. In December 2015, we won Phase I of the trial. However, In November 2017, the Superior Court changed its mind and “de-certified” the class. We appealed a second time and again won.

A trial date for Phase II was scheduled for May 6, 2019. However, this date will be moved because an ongoing trial in Dept. 21 is not yet finished.

This web site will provide background and keep you informed of developments in the case.