Bourgeois
v. Pension Plan For The Employees Of Santa Fe International Corporations,
215 F.3d 475 (5th Cir. 2000)-The
court addressed the issue of exhaustion of administrative remedies, where an
employee "received the runaround" by company officials who never
directed him to the appropriate administrative channels. The court vacated and
remanded the case with instructions to refer the employee's claims to the
Committee for an initial benefits determination on the merits—specifically
estopping arguments that his claims were time-barred.
Here,
Bourgeois exchanged letters with various high-ranking officials of Santa Fe
Engineering and Construction Co. about the methods being used to calculate his
pension benefits. Before Bourgeois received any clear answer, his division of
the company was sold, after which an official flatly told him there was nothing
more to discuss.
This
court declined to condone Bourgeois' use of informal channels of complaint,
noting that he failed to show evidence that pursuing the matter through the
Committee would have been "futile." As for Bourgeois' argument that he
was never informed of the proper procedures, since he was never provided an SPD,
this court noted that plaintiffs must use administrative procedures before
filing suit even if they have no notice of what those procedures are. See Meza v. General Battery Corp., 908 F.2d 1262 (5th
Cir. 1990).
This court was, however, sympathetic to the fact that Bourgeois relied to his detriment on the words and actions of high-ranking company officers who purported to negotiate benefit decisions without actual authority. The court concluded that while it would not rule out the possibility that estoppel might allow a claimant to overcome a defense based on failure to exhaust, it would estop the defendants from arguing before the Committee that the statute of limitations barred Bourgeois' claim.