The names of individuals who are subject to indictment or complaint have been deleted in compliance with state law. However, individuals whose cases have reached final disposition and whose names have been publicly disseminated have been identified. Volume 3, Number 4, December 1996
What's Inside!


IFB Progress Report
(through December 18, 1996)
Convictions 174
Individuals Indicted 146
Complaints Issued 199
Cases Referred for Prosecution 343


Message from Mark W. Pearlstein, Assistant United States Attorney

Federal law enforcement agencies have long been involved in the investigation and prosecution of insurance fraud cases. Although the Attorney General's Office will continue in its historic role of prosecuting the largest number of insurance fraud cases, several factors demonstrate that federal law enforcement agencies in Massachusetts will be stepping up their enforcement efforts in the coming years. This message will discuss some of these factors.

One factor pointing in the direction of increased federal involvement is the message emanating from Washington. Congress has enacted a sweeping statute, 18 U.S.C. §1033, which federalizes a number of crimes targeting and/or involving insurance companies, including many forms of insurance fraud. Health care fraud, which often involves crimes directed against third party payors such as insurance companies, is perhaps the top white collar crime priority of the Department of Justice. Funding for new resources, in the form of additional special agents and prosecutors, is now flowing to Massachusetts. In Boston alone, the Federal Bureau of Investigation has a squad comprised of twelve agents dedicated to health care fraud investigations.

The upshot is clear: the enhanced priority assigned to this area, coupled with additional agents and prosecutors, should result in an increase in insurance fraud convictions.

In Massachusetts, a second factor enhancing the federal presence in this area is the partnership which has developed between the Insurance Fraud Bureau (IFB) and agencies such as the FBI and the Internal Revenue Service's Criminal Investigation Division. Working closely with special agents from those agencies IFB investigators have made important contributions to a number of recent cases involving complex forms of workers' compensation insurance fraud.

Finally, federal law provides a number of tools to federal law enforcement which are presently unavailable to our State counterparts. There is a nationwide service of process for federal grand jury subpoenas; a subpoena issued by a Boston federal grand jury will compel a witness in Los Angeles to provide testimony and/or documents. Undercover investigations are greatly aided by a provision authorizing a person acting at the direction of law enforcement to covertly record conversations; e.g., "wear a wire." The money laundering statutes provide for lengthy terms of imprisonment for those who conduct financial transactions with the proceeds of fraud, and create mechanisms for encumbering, and ultimately forfeiting property involved in this activity. Finally, the Federal Sentencing Guidelines have dramatically increased the rate of incarceration, and the length of prison sentences, in all types of fraud cases.

Working cooperatively with the Attorney General's Office and the IFB, federal law enforcement agencies in Massachusetts expect to investigate and prosecute an increased number of insurance fraud cases. We encourage victims of such fraud to consider bringing the facts to the attention of the FBI or the U.S. Attorney's Office.

Mark W. Pearlstein
Assistant U.S. Attorney
Chief, Economic Crimes Unit
U.S. Attorney's Office
District of Massachusetts


Workers' Compensation Highlights

Framingham Attorney Pleads No Contest in Workers' Comp Case

FRAMINGHAM- Additional court activity has occurred on a case first reported in the October 1996 issue of focusFraud. A Dedham man broke his ankle while working as a real estate sales and marketing coordinator and collected over $34,000 in workers' compensation benefits from the Insurance Company of North America. During his period of disability he worked full-time at several real estate jobs, earning over $80,000. The subject's attorney was aware that he continued to work while collecting benefits and even wrote him a letter of recommendation for one of the jobs.

Jesse Matuson, a Framingham attorney, pled no contest in Boston Municipal Court on November 1, 1996 to a charge of conspiring to commit larceny with his client, Nicholas Milona. Milona had previously pled guilty to a larceny charge. Matuson was sentenced to six months in the House of Correction, suspended, and ordered to pay a $2,000 fine. Milona received a suspended sentence and probation and he was ordered to pay $14,000 restitution. Assistant Attorney General Jennifer Renna Ferreira prosecuted the case.

"Weekend Brawl Results in W/C Claim" Case Update

LAWRENCE- A subject reported to his employer on a Monday morning that he had sustained an injury to his right shoulder while working the Friday night shift. An investigation conducted by Kemper Insurance Company revealed that the subject had actually sustained the injury over the weekend when he was involved in a fight.

A Lawrence man pled guilty to charges of insurance fraud and attempted larceny on August 13, 1996 in Westborough District Court. He was sentenced to 18 months probation and a $1,000 fine. Assistant Attorney General Brian P. Burke prosecuted the case.

Thumbs Up!

WEBSTER- A subject cut his thumb while working, filed for workers' compensation benefits and was paid $8,665 for scarring and disfigurement due to his injury. He also received $180 weekly benefits for almost three years from Travelers Insurance Company. About five months after the injury, an Independent Medical Examination (IME) determined that the subject was capable of returning to work and a second IME confirmed the original finding. It was found, however, that the subject worked for a substantial period of the time he alleged to be totally disabled. He listed a different social security number at his new employment in an attempt to avoid detection.

A complaint was issued against a Webster man on charges of workers' compensation fraud and larceny in Waltham District Court on July 16, 1996. The subject was arrested by Massachusetts State Police at his new place of employment and later released on personal recognizance. The prosecutor on the case is Assistant Attorney General Michael Cullen.

UPS Employees Charged in Separate Cases

FALL RIVER- A UPS employee allegedly suffered a work-related back injury while getting out of a truck. He collected total disability benefits from Liberty Mutual Insurance Company for sixteen months and then partial disability benefits for over a year. The subject allegedly worked as a financial planner for a financial services firm during these periods of disability.

REVERE- A part-time UPS employee was allegedly injured and totally disabled from his work when he was struck in the head by a package. He collected total disability benefits from Liberty Mutual Insurance Company for eleven months while allegedly working a construction job.

MILLIS- A third UPS employee was allegedly injured and totally disabled from work when she hurt her back while lifting a package. She collected total disability benefits for more than fifteen months from Liberty Mutual. She allegedly worked for a mini-golf and ice cream shop at the same time she collected the benefits.

Complaints were issued against the three subjects in Dedham District Court on July 1, 1996 on charges of insurance fraud, workers' compensation fraud and larceny. Assistant Attorney General Darlene Luccio is prosecuting the cases.

"Back Injury Doesn't Slow Down This Subject" Case Update

EDGARTOWN- An Edgartown woman who claimed to be totally disabled due to a work-related injury sustained while employed at Raytheon Company collected over $22,000 in benefits from Liberty Mutual. It was determined that despite her claim of total disability and receipt of benefits, she worked at and later managed a restaurant in Oak Bluffs.

An Edgartown woman admitted to charges of larceny of workers' compensation benefits. Her case was continued without a finding. She was ordered to pay $10,000 in restitution. Assistant Attorney General Michael Cullen prosecuted the case.

Subject Collects $63,000 in Benefits

WORCESTER- A subject was working at a construction site when he was injured and allegedly suffered total disability. Despite his claim of incapacity, the subject was later employed by a Worcester law firm as an investigator and paralegal. He failed to disclose his return to work or his income to the insurance carrier. During the time of his alleged disability, he received over $63,000 in disability insurance compensation from Aetna Insurance Company.

In Worcester Superior Court on August 7, 1996, a subject was indicted on two counts each of insurance fraud and larceny. Assistant Attorney General Michael Cullen is prosecuting the case.

Premium Avoidance Highlights

Watertown Corporation Allegedly Misclassifies Workers

WATERTOWN- A Watertown corporation allegedly failed to pay workers the prevailing wage rate for asbestos abatement on a public works project. Through investigation, it was discovered that three workers that were listed on certified payrolls as asbestos workers were reported to Cigna Insurance Company as clerical or salespersons.

A complaint was issued in Woburn District Court on September 18, 1996 against a corporation on a workers' compensation fraud charge. The case is being prosecuted by Assistant Attorney General Luz Arevalo.

Property Highlights

Subject Accused of Forging Receipts to Support Theft Claim

MILLIS- A subject's work truck, while reportedly locked and parked in his driveway, was allegedly robbed of over $8,700 worth of the subject's personal property. The subject produced receipts for the items reported stolen, however Commerce Insurance Company discovered through their investigation that at least two receipts, totalling $3,379, had been forged.

A complaint was issued against a Millis man on charges of insurance fraud, attempts to commit a fraud and forgery in Wrentham District Court on November 14, 1996. The case is being prosecuted by Assistant Attorney General Darlene Luccio.

Missing Pearls Never Lost

ATTLEBORO- A subject submitted a claim on a homeowners policy alleging the loss of scheduled jewelry, specifically a pearl necklace valued at $600. The subject was in the process of a divorce when she filed the claim with Pawtucket Mutual Insurance Company. When her husband requested his insurance agent to change his address for insurance purposes, he became aware of the loss report filed by his wife claiming the loss of the necklace. The husband notified Pawtucket Mutual that he was in possession of the pearl necklace and produced the necklace for photographing.

A complaint was issued against an Attleboro woman on August 12, 1996 in Wrentham District Court on charges of insurance fraud and attempted larceny. Assistant Attorney General Sean Kealy is the prosecutor on the case.

Automobile Highlights

"Former Insurance Appraiser Indicted" Case Update

FRANKLIN- A former in-house appraiser at Hanover Insurance Company submitted a large number of falsified appraisals of automobiles that were supposedly repaired at a number of auto body shops. He also conspired with one body shop owner to stage accidents in which the appraiser would arrange to personally assess the damages. As part of their scam they also used altered invoices, car rentals receipts and phony photographs. Other individuals were recruited to help stage the accidents.

Richard Merchant pled guilty to insurance fraud charges in Norfolk and Essex Superior Courts on October 22, 1996. He was sentenced to 3-5 years in state prison with one year to serve. Merchant admitted he conspired with Christopher Kalogeropoulos, owner of Euro-Tech Auto Body, to submit fraudulent claims. Kalogeropoulos was convicted of fraud-related charges on May 3, 1996 and he served 90 days in the House of Correction. At a restitution hearing held on November 14, 1996, Kalogeropoulos was ordered to pay an additional $11,000 in restitution. This amount is in addition to the $36,000 he was ordered to pay stemming from Essex County charges. Trials for other subjects in the case are still pending. Assistant Attorney General Brian P. Burke is the prosecutor.

As part of Kalogeropoulos' sentence, he was required to write an open letter to auto body shops. This letter, in its entirety, is reprinted below.

"To All Collision Repair Shop Owners

I'm writing this letter to inform you that I was caught doing insurance fraud in the state of Massachusetts by the Attorney General's Office Insurance Task Force. The reason why I decided to write this letter is because it wasn't worth it. To me, my family, and my business reputation.

I know that we are underpaid by the standard's in the automotive industry by the insurance companies but it shouldn't be the reason to rob them. I know that alot of shops know adjusters and they help each other out on claims, but that's not right to cheat out the insurance companies. In the long run we lose by getting caught.

The second reason why I wrote this letter is that none of us should go to jail for any period of time trying to help people to defraud insurance companies. I did and I went to jail. In jail nothing is productive, you just sit there and wonder what you did wrong. Instead of wasting time wondering what I did I decided to write this letter to inform all collision repair shop owners, what they should do if ever you are confronted by an adjuster who is looking out for his pocket. Call his supervisor or the A.G.'s Insurance Task Force. You will feel better knowing that you are not in here, like I am.

So remember specifically for collision repair shop owners, its better to think twice before dealing with an adjuster that might hurt you, your family or your business reputation."

Chris Kalogeropoulos
Owner of Body Shop [Euro-Tech Auto Body]

"To Tell the Truth" Case Update

BROCKTON- A subject submitted false claims to Commerce and Safety Insurance Companies stating that he was rear-ended by another vehicle. The collision caused damage to his vehicle and injuries to his head, neck and back in which he collected over $3,000 in medical expenses. The driver of the other vehicle reported separately to his carrier that his vehicle was tapped lightly from behind by the subject's vehicle but neither vehicle sustained any damage. A passenger verified this report. An accident reconstructionist concluded that the damage to the subject's vehicle was inconsistent with the profiles of the two vehicles and the accident as reported.

A Brockton man admitted to sufficient facts and his case was continued without a finding on September 13, 1996 in Brockton District Court. He was ordered to complete one year probation, to pay restitution of $3,084 and to perform 100 hours of community service. Assistant Attorney General Sean Kealy prosecuted the case. This case was first reported to the IFB's hotline by the driver of the adverse vehicle.

"Staged Auto Accident and Theft" Case Update

CAMBRIDGE- Three men staged a hit-and-run accident in which the driver and his passenger claimed injuries to Trust Insurance Company. A third subject supplied his mother's car that was intentionally driven into the principle subject's vehicle. The "hit-and-run" vehicle was then hidden and reported stolen to corroborate the driver's claim that he was involved in a hit-and-run accident.

Andrew Otero pled guilty to charges of motor vehicle insurance fraud, attempted larceny, conspiracy to commit larceny and procuring a false certificate of registration in Cambridge District Court on May 30, 1996. He was sentenced to a suspended sentence and ordered to pay $2,550 in fines and to perform 250 hours of community service. Assistant Attorney General Anne Berlin prosecuted the case.

Malden Auto Glass Company Allegedly Bills for Work Not Done

MALDEN- The owner of a Malden automobile glass replacement company allegedly billed for glass replacement jobs which were never done. One such claim involved a subject who reported that the rear hatch window of her vehicle had been broken when she had parked the automobile at Kenmore Square in Boston. The glass company allegedly replaced the windshield and back glass and billed the carrier, Hanover Insurance Company. A year later, the subject again claimed that the rear window of her vehicle had been broken when the vehicle was parked unattended. The glass company once again allegedly replaced the rear window and billed the carrier. Upon inspection, the Hanover appraiser concluded that all of the glass on the vehicle was factory installed and had never been replaced.

Twenty-five counts of insurance fraud, larceny, attempted larceny and conspiracy were filed against the owner of an automobile glass company and two other subjects involved in the case. The complaints were issued from Malden and Chelsea District Courts. Assistant Attorney General David Marks is prosecuting the case.

Haverhill Ring Allegedly Collects Over $100,000 in Phony Lost Wage Claims

HAVERHILL- Over a two year time span, four subjects allegedly staged automobile accidents, claimed injuries and then filed false claims for lost wages from a phony Saugus vinyl siding contractor. A fifth subject in the ring allegedly filed a lost wage claim from a phony Virginia company. The amounts allegedly received from ten different insurance carriers total over $100,000.

Five people were indicted in Suffolk Superior Court on July 16, 1996 on a total of 64 counts of insurance fraud-related charges for allegedly filing over $100,000 worth of phony claims for lost wages with ten insurance companies. Charges include insurance fraud, larceny and conspiracy. A prosecutor from Attorney General Scott Harshbarger's Insurance Fraud Division will prosecute the case.

Moral of the Story: Pay Your Bills on Time!

TAUNTON- The manager of a self-storage building contacted the Taunton Police Department when he failed to receive the rental money owed on one of the units. When the manager and the police opened the storage unit, a 1991 Volvo was discovered. After a check on the vehicle, it was found that the vehicle had been reported stolen to Brockton Police in 1994. The Taunton Police Department notified the IFB of the recovery of the stolen vehicle. Commercial Union Insurance Company paid almost $20,000 for the alleged theft of the vehicle.

A complaint was issued against a Taunton man on charges of concealing a stolen motor vehicle and concealment of a motor vehicle to defraud the insurer in Taunton District Court on August 15, 1996. Assistant Attorney General Steven Thomas is prosecuting the case.

Boston Police Officer Charged with Insurance Fraud

BOSTON- A Boston police officer allegedly submitted false claims with two insurance carriers reporting that he was injured in an auto accident and claiming to have lost approximately $25,000 in wages as a result of the accident. The officer allegedly returned to work the day after the reported accident and worked for several days. In addition, he allegedly was on paid leave from his police officer duties for an unrelated injury during the time he was collecting lost wage benefits from the automobile accident. Travelers Insurance Company paid out more than $10,000 in lost wages to the subject. Sentry Insurance Company denied the claim.

A Boston police officer was indicted in Suffolk Superior Court on one count of larceny, two counts of insurance fraud, two counts of uttering a forged instrument and one count of attempting to commit a crime on August 26, 1996. Assistant Attorney General Kevin P. Brekka is prosecuting the case.

Jump-In Passenger Serves Six Months

SPRINGFIELD- A Springfield man claimed to be a passenger in a vehicle that was involved in a hit-and-run accident. However, the subject was actually a witness to the accident and reported to the police and Liberty Mutual Insurance Company that he was in the vehicle at the time of the collision and injured as a result. This case originated from a hotline call to the IFB by the operator of the vehicle.

Calvin Scott pled guilty to a charge of insurance fraud in Springfield District Court on November 26, 1996. He was sentenced to serve six months in the House of Correction. Assistant Attorney General Amy Sharff prosecuted the case.

McDonald's Manager Witnesses Vandalism

AGAWAM- A subject reported to West Springfield police that he had discovered his car damaged at a McDonald's restaurant with broken windows, slashed tires and items missing from the vehicle. A witness at the scene, the manager of the restaurant, observed and then reported to Commerce Insurance Company that the subject vandalized the vehicle himself.

Joseph Iarusso pled guilty to insurance fraud and submitting a false report of a crime to police on October 10, 1996 in Springfield District Court. He was sentenced to one year in the House of Correction, suspended with probation, and ordered to perform 50 hours of community service. The case was prosecuted by Assistant Attorney General Amy Sharff.

Stolen Vehicle Shipped to Nigeria

QUINCY- A subject shipped a vehicle to Lagos, Nigeria and then reported the vehicle stolen to his insurance carrier, National Grange Insurance Company. A Bill of Lading bearing the vehicle's stolen VIN was secured when the National Insurance Crime Bureau (NICB) and Customs shipping records were cross-matched.

A complaint was issued against a subject in West Roxbury District Court on August 7, 1996. He was charged with motor vehicle insurance fraud, attempted larceny and concealing a motor vehicle to defraud an insurer. Assistant Attorney General Sean Kealy will prosecute the case.

Woman Admits to False Theft Claim

LAKEVILLE- A subject reported her Ford Escort stolen to police. The vehicle was recovered the same day with extensive body damage. Commercial Union Insurance Company paid the subject more than $6,000 for repairs to the car. However, further investigation by the carrier revealed that the subject was involved in a one-car accident when she ran her vehicle off the road early the morning she reported the theft. She admitted the staged theft to an ex-boyfriend. Additionally, the ignition was not defeated and could only be operated with a key.

Fawn Orten pled guilty in Wareham District Court to motor vehicle insurance fraud, larceny, concealing a motor vehicle to defraud an insurer and filing a false theft report on November 22, 1996. She was sentenced to a one year suspended sentence and ordered to pay $1,540 in restitution. The case was prosecuted by Assistant Attorney General Darlene Luccio.

"Insurance Agent Charged With Fraud" Case Update

BROOKLINE- The former owner and operator of All Kinds Insurance Agency defrauded eight of his former clients by diverting their payments for insurance coverage for his own use. In some cases, the agent accepted money for policies that he never obtained for his clients. In other cases, he billed his clients for an entire year's premium and then signed their names to a financing agreement for the policy without their knowledge. He then had full use of the money immediately and paid the financing payments over the year. In at least one instance, the agent back-dated a client's policy after the client was involved in an accident and then fraudulently claimed the policy was in effect at the time of loss.

Ronald Waxman pled guilty to insurance fraud and larceny in Brookline District Court on October 11, 1996. He was sentenced to one year probation and ordered to pay $5,000 restitution and to perform 50 hours of community service. The case against another subject was continued without a finding for six months on July 22, 1996. Assistant Attorney General Sean Kealy prosecuted the case.

Six Subjects are Alleged Jump-Ins

LOWELL- Seven individuals were allegedly involved in a two vehicle intersection accident. While the accident is not disputed, the police officer who responded to the accident scene recorded in his report that there were no passengers in the principal subject's vehicle. Later, six alleged accident victims, along with the driver, claimed injuries and medical treatment expenses to Liberty Mutual Insurance Company.

Complaints were issued against seven individuals on charges of insurance fraud, attempted larceny and conspiracy on October 17, 1996 in Lowell District Court.