Advocate Aurora Tobacco Surcharge Settlement

U.S. residents who paid tobacco or nicotine surcharges through the Advocate Aurora Health Welfare Benefit Plan between September 25, 2018 and December 31, 2025 may qualify for a share of an $8.95 million settlement. Eligible members need no claim form; checks will be mailed automatically after the settlement becomes final.

Rogers v. Advocate Aurora Health ERISA Settlement
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No claim required

Who qualifies?

U.S. residents who paid a tobacco or nicotine surcharge through the Advocate Aurora Health Welfare Benefit Plan from September 25, 2018 through December 31, 2025, for themselves or a dependent, including a covered spouse or domestic partner. Named defendant officers/directors, plan fiduciaries, the parties' lawyers and assigned federal judges are excluded.

How much could I receive?

A share of the net settlement fund based on the tobacco or nicotine surcharges you paid, after refunds, reimbursements or credits. No individual payment estimate is given; the $8.95 million fund first covers approved fees, awards and expenses.

Do I need proof documents?

No claim or supporting documents are needed for the automatic payment. Payments are calculated from the plan's surcharge records.

Do I need a Claim ID or PIN?

No. There is no claim form or notice-ID requirement to receive an automatic check. If your address has changed, contact the administrator at 1-888-808-2754.

Is there a claim deadline?

No claim deadline applies because payments are automatic. January 7, 2027 is the deadline for objections and notices of intent to appear, not a deadline to request payment.

What do I need to do to receive payment?

No claim is required. If the settlement becomes final, a check will be mailed to your last known address; contact the administrator if that address needs updating.

Open the official settlement website →

When will checks be mailed?

No payment date is set. The final approval hearing is scheduled for February 4, 2027; payments follow final approval and resolution of any appeals, which could delay distribution.

How long do I have to cash my check?

Checks are valid for 180 calendar days after issue. Uncashed or undeliverable funds go to the two designated health-system foundations rather than returning to the defendants.

Can I opt out of this settlement?

No. This is a mandatory class settlement. You may object, but if the settlement is approved, you remain bound by its release and receive any payment you are entitled to even if you do nothing.

Who is included in the settlement?

  • You must live in the United States.
  • You must have paid a tobacco or nicotine surcharge connected with the Advocate Aurora Health Welfare Benefit Plan during the class period. This can be a surcharge for you or for a covered spouse, domestic partner, or other dependent.
  • The class period runs from September 25, 2018 through December 31, 2025.
  • Certain people are excluded, including the defendants’ named officers and directors, named Plan fiduciaries, counsel for the parties, and federal judges assigned to this case.

Do I need to file a claim or send proof to get paid?

  • No claim form or supporting documents are required.
  • If the settlement receives final approval and you are entitled to payment under the Plan of Allocation, the Settlement Administrator will mail a check to your last known address.

How will payment amounts be calculated?

  • The $8.95 million fund is not all paid directly to class members. It also covers settlement administration, the Independent Fiduciary’s fees and expenses, court-approved attorneys’ fees and costs, and any court-approved awards to the three Class Representatives.
  • The remaining net settlement amount will be divided among class members based on the net tobacco or nicotine surcharges each person paid during the class period.
  • The notice does not state a fixed dollar payment per person. The Plan of Allocation will determine the amount.

When could checks be mailed?

  • The Court is scheduled to consider final approval on February 4, 2027.
  • Payments can be processed only after final approval and after any appeals are resolved. An appeal may take a year or longer, according to the notice.
  • There will be no payments if the settlement is terminated.

Can I opt out of the settlement?

  • No. This is a mandatory class, so class members cannot leave the settlement to pursue their own claims or for another reason.
  • If the settlement is approved, class members are bound by the court’s orders and give up the released claims described in the Settlement Agreement.
  • You may still object to the settlement.

How do I object or ask to speak at the final approval hearing?

  • Your written objection must be filed with the Court and mailed to the Clerk of Court, Class Counsel, and Defendants’ Counsel by January 7, 2027.
  • It must be signed and include your contact information, the reasons for your objection, the position you want to assert, and any documents you want to use in support. The notice lists additional required information.
  • To ask to speak at the hearing, you must timely file and mail a Notice of Intention to Appear with your objection.

What happens if I do not cash my check?

  • You have 180 calendar days from the check’s issue date to cash it.
  • If you do not cash it in time, money allocated to people who cannot be located, cannot receive payment, or do not cash checks will be split equally between Advocate Charitable Foundation and Aurora Health Care Foundation, Inc.
  • Those funds will not return to the defendants or an insurer.

Other Important Dates

  • Objection deadline: 2027-01-07
  • Final approval hearing: February 4, 2027, at 9:15am
  • Hearing location: Everett McKinley Dirksen United States Courthouse, Courtroom 1425, 219 South Dearborn Street, Chicago, Illinois 60604

Case Details

  • Total settlement fund: $8,950,000
  • Case name: Rogers v. Advocate Aurora Health, Inc., et al.
  • Case number: 1:24-cv-8864 (N.D. Ill.)
  • Court: United States District Court for the Northern District of Illinois, Eastern Division
  • Official Settlement Website: https://www.aaherisasettlement.com

Sources

Official Settlement Website
Claim form, FAQ, deadlines, administrator information
Visit Site →
Official Settlement Notice (PDF)
Court-approved notice describing eligibility and benefits
Open PDF →
Official NoticeRead the full notice

Official Notice

Read the notice PDF or the text version below.

Information last updated on 2026-11-13