extending the reasoning of DelCostello to hybrid claims under the RLA
How later courts described this case
- extending the reasoning of DelCostello to hybrid claims under the RLA
Written by the judges who cited it.
The opinion
UNITED STATES DISTRICT COURT FOR THE
NORTHERN DISTRICT OF OKLAHOMA
G.A. COOPER, )
)
Plaintiff, )
)
v. ) Case No. 24-CV-0409-CVE-MTS
)
TWU/IAM ASSOCIATION and )
AMERICAN AIRLINES, INC., )
)
Defendants. )
OPINION AND ORDER
Now before the Court are Defendant American Airlines, Inc.’s Amended Motion to Dismiss
and Brief in Support (Dkt. # 8), Plaintiff’s Motion to Hold Case in Abeyance (Dkt. # 20),1 and
Defendant TWU’s Motion to Dismiss Complaint and Brief in Support (Dkt. # 28). Defendants argue
that the Court lacks jurisdiction over plaintiff’s breach of contract and negligence claims against
them, because the claims are preempted by the Railway Labor Act, 45 U.S.C. §§ 151-164, 181-188
(RLA), and the federal duty of fair representation. American also argues that plaintiff may be
attempting to assert workplace discrimination claims based on age and disability, and these claims
should be dismissed for failure to state a claim upon which relief can be granted and failure to
exhaust administrative remedies. Plaintiff claims that he has adequately alleged that TWU/IAM
Association (the Union) violated its duty of fair representation by failing to timely pursue a grievance
1 Plaintiff’s motion is typed on a form provided by the Court for waiver of service of a
summons, and he states that his claims against his employer should be stayed until he fully
litigates his claims against his union. Dkt. # 20. American Airlines, Inc. (American),
plaintiff’s employer, responds that the Court lacks subject matter jurisdiction over plaintiff’s
claims and there is no reason to stay a ruling on its motion to dismiss. Dkt. # 22. The Court
agrees that there is no reason to refrain from ruling on American’s motion to dismiss, even
if the Court assumes that plaintiff is correct about the order in which his claims should
proceed, and plaintiff’s motion to hold his claims against American in abeyance is denied.
on his behalf, and he argues that he was effectively locked out in violation of the collective
bargaining agreement (CBA) when American failed to process his return to work forms.
I.
Plaintiff G.A. Cooper is an employee of American who had taken medical leave, and he
alleges that he began the process to return to work pursuant to the CBA in September 2022.2 On
September 29, 2022, plaintiff obtained a return to work form from his physician and he faxed the
form to American the next day. Dkt. # 1, at 3. Plaintiff claims that the return to work process was
supposed to take approximately three to five days, but he did not receive a response from American
after he initially submitted his return to work paperwork. Id. Plaintiff resubmitted his return to work
form on October 27 and November 8, 2022, but he was still not permitted to return to work. Id.
On December 26, 2022, plaintiff contacted the Union’s executive board member David
Cooper (Cooper) to begin the process of filing a grievance against American for failing to allow him
to return to work, and plaintiff alleges that a grievance was filed on the same day. Id. The grievance
was denied on December 26, 2022, and plaintiff alleges that the Union failed to file a step two
grievance within 10 days of the initial denial. Id. Plaintiff returned to work at an unspecified date
in 2023 and he learned that the Union had not filed a step two grievance on his behalf. Id. Cooper
assured plaintiff that he was negotiating with American’s human resources department, and Cooper
advised plaintiff to pursue a settlement to resolve his grievance. Id. at 3-4. Plaintiff believes that
2 The Court is relying on the facts stated in plaintiff’s complaint when reviewing defendants’
motions to dismiss. Plaintiff’s responses (Dkt. ## 34, 35, 36) contain additional factual
allegations that will not be included in the Court’s summary of the facts. The Court will
consider additional facts alleged in other filings to determine whether plaintiff should be
granted leave to amend any claims that the Court has determined should be dismissed on
non-jurisdictional grounds.
2
Cooper wholly failed to pursue a step two grievance on his behalf and, on June 2, 2023, he
discovered that Cooper had resigned from his position. Id. at 4.
On July 25, 2023, plaintiff spoke to George Albano, who confirmed that plaintiff’s grievance
had been closed since December 26, 2022 and the grievance had never proceeded to step two of the
process. Id. In October 2023, Albano allegedly told plaintiff that the grievance was open and had
advanced to step two, but Albano refused to provide any details to plaintiff about how or when the
grievance had advanced. Id. On November 8, 2023, plaintiff asked American manager Josh Voss
for a status update on his grievance. Id. Voss initially advised plaintiff that the grievance had never
been submitted for step two, but Voss allegedly corrected his earlier statement and told plaintiff that
the grievance was scheduled for a second step meeting. Id. at 5. In March 2024, Albano told
plaintiff that Cooper had written up a second step grievance, but plaintiff acknowledges that nothing
has happened with an alleged second step grievance and he states that he has no confidence that
American or the Union is taking any action to resolve his grievance. Id.
Plaintiff alleges claims of negligence, breach of the CBA, and violation of the duty of fair
representation, and he seeks damages in excess of $75,000. The complaint fails to specify which
claims are asserted against each defendant, but he alleges that the Court has diversity jurisdiction
over this case. Dkt. # 1, at 1.
II.
Motions to dismiss under Rule 12(b)(1) “generally take one of two forms. The moving party
may (1) facially attack the complaint’s allegations as to the existence of subject matter jurisdiction,
or (2) go beyond allegations contained in the complaint by presenting evidence to challenge the
factual basis upon which subject matter jurisdiction rests.” Merrill Lynch Bus. Fin. Servs., Inc. v.
3
Nudell, 363 F.3d 1072, 1074 (10th Cir. 2004) (internal citation and quotations omitted). Where a
motion to dismiss is based on a facial attack, as here, courts “apply the same standards under Rule
12(b)(1) that are applicable to a Rule 12(b)(6) motion to dismiss for failure to state a cause of
action.” Muscogee (Creek) Nation v. Okla. Tax Comm’n, 611 F.3d 1222, 1227 n.1 (10th Cir. 2010).
In considering a motion to dismiss under Fed. R. Civ. P. 12(b)(6), a court must determine
whether the claimant has stated a claim upon which relief may be granted. A motion to dismiss is
properly granted when a complaint provides no “more than labels and conclusions, and a formulaic
recitation of the elements of a cause of action.” Bell Atlantic Corp. v. Twombly, 550 U.S. 544, 555
(2007). A complaint must contain enough “facts to state a claim to relief that is plausible on its face”
and the factual allegations “must be enough to raise a right to relief above the speculative level.”
Id. (citations omitted). “Once a claim has been stated adequately, it may be supported by showing
any set of facts consistent with the allegations in the complaint.” Id. at 562. Although decided
within an antitrust context, Twombly “expounded the pleading standard for all civil actions.”
Ashcroft v. Iqbal, 556 U.S. 662, 683 (2009). For the purpose of making the dismissal determination,
court must accept all the well-pleaded allegations of the complaint as true, even if doubtful in fact,
and must construe the allegations in the light most favorable to a claimant. Twombly, 550 U.S. at
555; Alvarado v. KOB-TV, L.L.C., 493 F.3d 1210, 1215 (10th Cir. 2007); Moffett v. Halliburton
Energy Servs., Inc., 291 F.3d 1227, 1231 (10th Cir. 2002). However, a court need not accept as true
those allegations that are conclusory in nature. Erikson v. Pawnee Cnty. Bd. of Cnty. Comm’rs, 263
F.3d 1151, 1154-55 (10th Cir. 2001). “[C]onclusory allegations without supporting factual
averments are insufficient to state a claim upon which relief can be based.” Hall v. Bellmon, 935
F.2d 1106, 1109-10 (10th Cir. 1991).
III.
Defendants argue that plaintiff’s state law claims of breach of contract and negligence are
preempted by federal law and the Court lacks subject matter jurisdiction over these claims.
American asserts that the RLA governs all disputes between an air carrier and its employees, and the
RLA requires that all disputes involving the interpretation of the CBA must be submitted to
arbitration before a board of adjustment. Dkt. # 8, at 8-10. The Union argues that plaintiff’s state
law claims of breach of contract and negligence are preempted by the federal duty of fair
representation. Plaintiff does not directly respond to defendants’ arguments, but he makes general
arguments that an employee can in some circumstances sue his employer under federal labor law.
As to plaintiffs’ fair representation claim, defendants argue that the claim is barred by the statute of
limitations and that plaintiff has failed to adequately allege a claim. Plaintiff responds that he filed
this case within six months of the date that he determined the Union and American would no longer
process his grievance, and he argues that American breached the CBA by failing to allow him to
return to work in a timely manner.
A.
American argues that plaintiff was required to arbitrate all disputes involving interpretation
of the CBA before a board of adjustment, and the Court lacks jurisdiction over claims that fall within
the exclusive jurisdiction of the board of adjustment. Dkt. # 8, at 10-12. The RLA was originally
enacted to create a mechanism to resolve labor disputes between employees and railway companies,
and the RLA was subsequently extended to air carriers in addition to railway companies. 45 U.S.C.
§ 181; Elgin, J. & E.Ry. Co. v. Burley, 325 U.S. 711, 722-23 (1945). Employers subject to the RLA
are required to create boards of adjustment to hear and resolve disputes “growing out of grievances,
5
or out of the interpretation or application of agreements concerning rates of pay, rules, or working
conditions.” 45 U.S.C. § 184; Fell v. Continental Airlines, Inc., 990 F. Supp. 1265, 1267 (D. Colo.
1998).
The Supreme Court classifies disputes between an employee and employer as “minor” or
“major” disputes, and the classification determines whether an employee’s remedy is to proceed
before the board of adjustment or in a federal court. “Minor” disputes “involve ‘controversies over
the meaning of an existing collective bargaining agreement in a particular fact situation,” and the key
component of a “minor” dispute is that it requires the application or interpretation of an existing
CBA. Hawaiian Airlines, Inc. v. Norris, 512 U.S. 246, 253 (1994). In contrast, “major” disputes
concern the formation or negotiation of a collective bargaining agreement. Id. The Supreme Court
more succinctly explained the difference as “major disputes seek to create contractual rights, minor
disputes to enforce them.” Id. If the dispute is properly classified as a “minor” dispute, the RLA
preempts any state law claims and the employee must use the grievance and arbitration procedure
provided by employer to resolve the dispute. Andrews v. Louisville & N. R. Co., 406 U.S. 320
(1972). “[T]he default position for courts is to deem a dispute as minor if it even remotely touches
on the terms of the relevant [CBA],” and a party invoking the exclusive jurisdiction of the board of
adjustment bears a “relatively light burden.” Brotherhood of Maintenance of Way Employees Div.
v. Burlington Northern Santa Fe Ry. Co., 596 F.3d 1217, 1223 (10th Cir. 2010).
Plaintiff’s complaint and responses to the motions to dismiss clearly show that he is asserting
negligence and breach of contract claims that require the interpretation of the CBA, and these claims
are preempted by the RLA as minor disputes. The complaint alleges that American violated the
CBA by failing to allow plaintiff to return to work after he submitted his paperwork on September
6
30, 2022 and subsequent dates. Dkt. # 1, at 3-4. In response to American’s motion to dismiss,
plaintiff argues American’s refusal to allow him to return to work constituted a lockout in violation
of the CBA. Dkt. # 35, at 7; Dkt. # 36, at 16. Plaintiff makes no attempt to argue that his claims are
exempt from the arbitration requirement and, to the contrary, he clearly casts his breach of contract
and negligence claims as based on alleged violations of the CBA. Plaintiff’s state law claims plainly
fall under the category of minor disputes under the RLA, and the Court lacks subject matter
jurisdiction over plaintiff’s breach of contract and negligence claims against American.
Plaintiff could also be alleging breach of contract and negligence claims against the Union,
and the Union argues that these claims are preempted by the federal duty of fair representation. Dkt.
# 28, at 10. Under federal law, a union has an obligation to fairly represent all of its employees in
terms of the negotiation and enforcement of a CBA. Vaca v. Sipes, 386 U.S. 171, 177 (1967). A
Union acting as an agent for its employees must “serve the interests of all members without hostility
or discrimination toward any, and . . . exercise its discretion with complete good faith and honesty,
and . . . avoid arbitrary conduct.” United Steelworkers of America, AFL-CIO-CLC v. Rawson, 495
U.S. 362, 372 (1990). State law claims against a union are preempted by the duty of fair
representation to the extent that the claims implicate the negotiation or enforcement of the CBA.
Thomas v. Nat’l Ass’n of Letter Carriers, 225 F. 3d. 1149, 1158 (10th Cir. 2000). “The duty of fair
representation creates a union’s primary responsibility and ‘ordinarily state law cannot impose
additional allegations upon a union in relation with its members.’” Ledbetter v. Local 514, Transport
Workers Union of America, 2014 WL 4403521, *2 (N.D. Okla. Sep. 5, 2014) (quoting Thomas, 225
F.3d at 1158). The Court has already determined that plaintiff’s breach of contract and negligence
claims are based on alleged violations of the CBA and, in the case of the union, plaintiff could be
7
arguing that the union failed to adequately seek to enforce the CBA on plaintiff’s behalf. These
claims are plainly preempted by the federal duty of fair representation, and the Court also lacks
subject matter jurisdiction over plaintiff’s state law claims against the Union.
B.
Plaintiff appears to be alleging a hybrid claim for breach of the duty of fair representation
against American and the Union based on violations of his rights during the grievance process and
American’s refusal to allow plaintiff to return to work. American and the Union argues that
plaintiff’s fair representation claim is barred by the applicable statute of limitations. Plaintiff states
that he filed the complaint within six months of the date that he “determined that he had exhausted
all other grievance procedures.” Dkt. # 36, at 22-23.
Plaintiff’s breach of the duty of fair representation claim is treated as a hybrid claim under
the RLA. A hybrid claim arises when an employee brings a claim against his employer and union
following grievance or arbitration proceedings, and the employee must allege that he lost a
meritorious grievance due to the union’s “discriminatory, dishonest, arbitrary, or perfunctory”
representation of the employee during the proceedings. DelCostello v. Int’l Brotherhood of
Teamsters, 462 U.S. 151, 164 (1983). The resulting claim is referred to as a hybrid claim because
it combines two distinct causes of action:
The suit against the employer rests on § 301, since the employee is alleging breach
of the collective bargaining agreement. The suit against the union is one for breach
of the union’s duty of fair representation, which is implied under the National Labor
Relations Act. “Yet the two claims are inextricably independent. ‘To prevail against
either the company or the Union, . . . [employee-plaintiffs] must not only show that
their discharge was contrary to the contract but also carry the burden of
demonstrating a breach of duty by the Union.
8
Id. at 164-64 (quoting United Parcel Service v. Mitchell, 451 U.S. 56, 66-67 (1981)); Barnett v.
United Air Lines, Inc., 738 F.2d 358, 363-64 (10th Cir 1984) (extending the reasoning of
DelCostello to hybrid claims under the RLA). The statute of limitations for a hybrid claim is six
months, and the statute of limitations begins to run “when an employee ‘knows or in the exercise of
reasonable diligence should have known or discovered the acts constituting the union’s alleged
violation.’” Edwards v. Int’l Union, United Plant Guard Workers of America, 46 F.3d 1047, 1053
(10th Cir. 1995). However, the statute of limitations to bring a hybrid RLA claim is “tolled in its
entirety until the internal union appeals have been exhausted.” Repstine v. Burlington Northern, Inc.,
149 F.3d 1068, 1071 (10th Cir. 1998).
Based on the allegations of the complaint, plaintiff’s hybrid breach of the duty of fair
representation claim was filed more than six months after he was told that no step two grievance had
been filed and that his grievance process was officially terminated. The complaint states that
plaintiff learned on July 25, 2023 that his grievance had been closed since December 26, 2022 and
that the grievance had never advanced to step two. Dkt. # 1, at 4. Plaintiff claims that he was given
conflicting information about the status of his grievance after July 25, 2023, but it does not appear
that plaintiff took any action for several months after learning that his grievance had been terminated
in December 2022. Id. This case was filed on September 3, 2024, which was well more than six
months after he was initially told that his grievance process had been terminated. However, the
Court has reviewed all of plaintiff’s filings, including his list of communications with the Union
(Dkt. # 36-1), and finds that he should be given an opportunity to amend his breach of duty of fair
representation claim. It appears that plaintiff had substantially more communications with the Union
9
than are represented by the allegations of the complaint and, considering plaintiff’s pro se status, the
Court will allow him to attempt to more clearly allege this claim.3
C.
American argues that plaintiff may be attempting to assert claims for disability or age
discrimination under federal law, but he has failed to allege even basic facts in support of these
claims. Dkt. # 8, at 16. American also argues that plaintiff has not alleged that he exhausted his
administrative remedies prior to filing suit, and these claims would be barred by the statute of
limitations. Id. at 18. Plaintiff responds that defendants “are aware of the Plaintiff’s retirement age
and [are] privileged to the Plaintiff’s health issues” from his disability benefits paperwork. Dkt. #
36, at 31. However, plaintiff does not respond to American’s arguments concerning the exhaustion
of administrative remedies or the statute of limitations.
In a deferral state such as Oklahoma, an aggrieved employee must file a charge of
discrimination with the Equal Employment Opportunity Commission (EEOC) or an appropriate state
agency within 300 days of the unlawful employment practice. 42 U.S.C. § 2000e-5(e)(1). Under
the Americans with Disability Act (ADA) and the Age Discrimination in Employment Act (ADEA),
filing a charge of discrimination and receiving a right to sue letter is a prerequisite to filing a lawsuit.
Shikles v. Sprint/United Management Co., 426 F.3d 1304, 1309-10 (10th Cir. 2005). The Court
notes that the exhaustion of administrative remedies does not go to the Court’s jurisdiction, but the
Court can consider plaintiff’s failure to exhaust administrative remedies as an affirmative defense.
3 The Court notes that the Union also argues that plaintiff has failed to state a colorable breach
of the duty of fair representation claim. Even if the Court were to find that plaintiff had
failed to state a claim, this would not change the Court’s decision to allow plaintiff to file an
amended complaint, and the Court declines to rule on this issue.
10
Lincoln v. BNSF Railway Co., 900 F.3d 1166, 1181-85 (10th Cir. 2018). Plaintiff's complaint
contains no allegations that he exhausted his administrative remedies for ADA or ADEA claims
prior to filing suit, and these claims should be dismissed without granting plaintiff leave to amend.’
IT IS THEREFORE ORDERED that Defendant American Airlines, Inc.’s Amended
Motion to Dismiss and Brief in Support (Dkt. # 8) and Defendant TWU’s Motion to Dismiss
Complaint and Brief in Support (Dkt. # 28) are granted. Plaintiff's breach of contract, negligence,
ADA, and ADEA claims are dismissed without leave to amend.
IT IS FURTHER ORDERED that plaintiff may file an amended complaint realleging his
breach of the duty of fair representation claim only no later than August 1, 2025.
IT IS FURTHER ORDERED that Plaintiff’ s Motion to Hold Case in Abeyance (Dkt. # 20)
is denied.
DATED this 11th day of July, 2025.
hah Gal
(ip. —
CLAIRE V.EAGAN
UNITED STATES DISTRICT JUDGE
‘ Plaintiff also fails to state claims under the ADA or ADEA as he has made no factual
allegations to support these claims. Plaintiff contends that American is already aware of the
basis for these claims. However, plaintiff is obligated to give American notice of the basis
for his claims, and the Court does not assume that defendants have any knowledge about
plaintiff's claims beyond the allegations of the complaint. Robbins v. Oklahoma, 519 F.3d
1242, 1249 (10th Cir. 2008).
11