Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019

United States Court of Appeals for the Third Circuit · 2019-02-19

29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md)

Original case on neochart.com

Case and law context

29 U.S.C. §§ 621–634

Role: applied; posture: civil; ADEA disparate treatment and disparate impact (class action); judgment for government employer on a stipulated record in a bifurcated liability trial affirmed by CA3; result: claimant-lost; claim:

Uncertainty

Element age-causation: basis: decided as a legal question on a stipulated record (plenary review), but the court also rests on what plaintiffs "have not demonstrated" from that record; [law] kept

Misfit

None recorded

B · Case × element grid

Top-level elements follow claim order in panels of up to six elements. Case rows repeat across panels. Every recorded block retains its holding and basis; multiple blocks are not merged into a case-level verdict. ✓ satisfied · ✗ not satisfied · ○ not reached · · not addressed. Muted blocks are not counted. Sub-element evidence remains on case and element pages.

Elements 1–6 of 31

29 U.S.C. §§ 621–634
CaseEmployer coverage and exclusionsAge forty or olderHiring discharge or employment termsJudicial but-for standard for age-based treatmentRoute-conditioned statutory f(1) and f(2) alternativesConditional state firefighter and law-enforcement hiring or retirement
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 7–12 of 31

29 U.S.C. §§ 621–634
CaseAge sixty-five executive or high-policymaker compulsory retirementJudicial impact requirement to identify a particular practiceJudicial impact requirement of significant causal disparityCovered employment agencyCovered labor organizationOpposition or participation
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 13–18 of 31

29 U.S.C. §§ 621–634
CaseJudicial material-adversity standard for retaliationRetaliatory causal connectionAgency referral discriminationMembership classification referral or causing discriminationEmployer agency or union advertiserAge-based notice or advertisement
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 19–24 of 31

29 U.S.C. §§ 621–634
CaseWage reduction to complyEmployer agency union or combination maintaining a pension planEstablish or maintain an employee pension benefit planAge-based accrual or allocation cessation or reductionSubsection i pension qualifications and complianceConditional bona fide seniority system or benefit plan
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 25–30 of 31

29 U.S.C. §§ 621–634
CaseNarrow bona fide occupational qualificationDisplayed scope and specialized exclusionsCharge filing waiver and remediesForeign workplace conflict with local lawGood cause for employer discharge or disciplineJudicial outside-applicant coverage limit where circuit precedent controls
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 31–31 of 31

29 U.S.C. §§ 621–634
CaseReasonable factors other than age
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))

Instances and excluded annotation blocks

Annotation blocks, including explicitly excluded context
CaseElementHolding and scopePatternExact source quotations
Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 — not · law (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))Judicial but-for standard for age-based treatmentnot
Counted merits instance
applied / merits

basis: law

extra-pension-contribution-imposed-on-employees-with-thirty-years-credited-service
VIESA does not discuss age or any stereotypes based on age.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [6391:6450] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: fact; polarity: cuts-against; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

But while it is true that every Government employee with thirty years of service is over 40 (because the Government does not hire nine-year-olds), Bryan and Thomas point to nothing in the record to establish that all System members in the protected class have achieved thirty years of credited service.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [7779:8081] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: fact; polarity: cuts-against; absent flag: 1; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

And although an employer may not use a direct proxy for age to discriminate surreptitiously against older workers, an employee's tenure (without more) is not such a direct proxy.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [5863:6041] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: rule; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

In sum, because Section 7(k) was motivated by factors other than age-factors that are not direct proxies for age-it does not violate the ADEA's bar on disparate treatment.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [8340:8511] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: held; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Bryan v. Gov't of the V.I. — 916 F.3d 242 (2019) · United States Court of Appeals for the Third Circuit · 2019 — satisfied · law (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))Reasonable factors other than agesatisfied
Counted merits instance
applied / merits

basis: law

payroll-reduction-and-pension-solvency-targeting-long-tenured-employees
VIESA sought to reduce government spending by reducing payroll while continuing to provide necessary public services.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [350:467] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Using the increased contribution to encourage employees to retire from the Government payroll directly reduces costs as those retirees cease to draw Government salaries and begin to draw pensions from the System.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [14291:14503] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Although the contribution does not result in direct cost-savings for the Government because the System is a separate fisc, the 3% contribution does lower costs for that System-to which the Government must contribute directly to prevent insolvency.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [14626:14873] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: fact; polarity: cuts-against; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

A reasonable, non-age factor that explains an employer's decision therefore precludes disparate impact liability, Smith , 544 U.S. at 239, 125 S.Ct. 1536, and the burden is on the employer to demonstrate the factor's reasonableness, Meacham v. Knolls Atomic Power Lab. , 554 U.S. 84, 91, 128 S.Ct. 2395, 171 L.Ed.2d 283 (2008).
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [9250:9577] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: rule; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Because Section 7(k)'s cost-savings justification was reasonable, the Government is entitled to the RFOA defense.
Source: docroot/ir/caselaw/f3d_916.jsonl#/f3d/916/0242-01; Unicode character offsets [10319:10432] (end exclusive); SHA-256 3eeb4c2bddea563ba9dc6395f677bf8897b1fa89736c53341a10b4855ff2d474.

Evidence kind: held; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Court interpretations recorded from this case