---
schema_version: "secwatch.filing_event.v1"
accession: "0000922621-21-000041"
form_type: "8-K"
ticker: "ERIE"
cik: "0000922621"
company_name: "ERIE INDEMNITY CO"
filed_at: "2021-08-30T23:59:59+00:00"
generated_at: "2026-06-29T07:11:03.848398+00:00"
event_type: "litigation"
sentiment: "negative"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Erie Indemnity faces class action alleging breach of fiduciary duty over management fees

## Summary
- Complaint filed August 24, 2021 in Allegheny County, PA by policyholders Troy Stephenson, Christina Stephenson, Susan Rubel, and Steven Barnett.
- Alleges Erie Indemnity set management fee in breach of fiduciary duty, seeking damages and disgorgement for period two years prior through 2021.
- Relief sought includes unspecified damages at trial and injunctive relief; company not yet served and intends to vigorously defend.
- Risk factors noted: no assurance on final disposition; company's forward-looking statements incorporated by reference from Q2 2021 10-Q.

## SEC filing metadata
- accession: 0000922621-21-000041
- form_type: 8-K
- ticker: ERIE
- cik: 0000922621
- company_name: ERIE INDEMNITY CO
- filed_at: 2021-08-30T23:59:59+00:00
- event_type: litigation
- sentiment: negative
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 8.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/922621/000092262121000041/0000922621-21-000041-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/922621/000092262121000041/erie-20210824.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000922621-21-000041
- JSON: https://secwatch.observer/filing/0000922621-21-000041.json
- Plain text: https://secwatch.observer/filing/0000922621-21-000041.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.