score:6
You are correct that EU passenger rights entitle you to a monetary compensation for long delays (on top of the duty to bring you to your destination and provide food and lodging as applicable, which was the case here). These rules apply to all flights departing from the EU, even to the US with a US carrier.
In practice, there are two reasons why you are unlikely to receive anything in this particular case:
It's not entirely clear that the rules cover missed connections. The EU Commission seems to think it should and asks for the rules to be “clarified”, which is another way to say that in practice it does not. Considered on its own, your initial flight was only delayed by 40 min, which is well below the threshold. That – and not necessarily the luggage delay per se – is the main problem.
Airlines do not have to offer any compensation if the delay is due to “extraordinary circumstances” including bad weather. So if the initial delay was due to something like that, the airline might be able to avoid giving you any money on this basis alone.
Contrary to what others have implied, you might even choose to get a refund in some cases. But then the airline does not have to carry you anymore (that is you can choose to stay home if you learn that your flight will be delayed for more than five hours but you cannot get a free flight/ask to get your money back after reaching your destination simply because you arrived there later than expected).
Upvote:0
Given that you did fly to your destination, a refund is unlikely. You can still complain and they may offer you a voucher for a future flight (or part thereof). It is at the discretion of the airline and may depend on your status with them.
As for the circumstances, they seem to have performed well in terms of service, given that the delay could easily have been beyond their control. Not all airports in the US need you to transfer luggage and it may be good to learn which ones do an do not for when you compare future trips. I often have a US stop coming from South America and I know that Miami Airport requires the manual luggage transfer but not Atlanta (at least with Delta or AA).
Upvote:3
You can try. Sometimes you are successful.
According to the relevant EU-regulation you may have a right to compensation, EUR600 in your case, unless
The Airline is not obliged to provide cash compensation in the case of extraordinary circumstances which could not have been foreseen even if the airline took all reasonable precautions, according to Article 5, Paragraph 3.
In practice I recommend the following approach:
The success of these claims depends on individual circumstances both of your delay and how well you fare in the legal process and I think it is very difficult to give individual advice. You can try, but don't get fixated on it and e.g. step 5 should really be an exception.
Airlines of course notoriously tend to dismiss claims so don't give up too early. Lufthansa once claimed a delay was due to a weather delay of the aircraft on a previous flight, whereas the pilot had announced during the flight that crew had been stuck in traffic on the way to the airport. I was successful in getting compensation only after going through steps 2 and 4.
Upvote:3
The EU recently published clarification regarding various EU262/2004 issues that were previously unclear. In your case the text of interest is:
In accordance with Article 3(1)(a), passengers who missed a connection within the EU, or outside the EU with a flight coming from an airport situated in the territory of a Member State, should be entitled to compensation, if they arrived at final destination with a delay of more than three hours. Whether the carrier operating the connecting flights is an EU carrier or a non-EU carrier is not relevant.
For what it's worth, I obtained compensation a year or two ago in a similar situation. I flew EU to US and arrived with a 2 hour delay, missing an internal connection in the US. I was given hotel and food vouchers, rebooked for the next day and received 600 Euro compensation from BA without them raising any objection. In my case the cause of the delay was clearly the fault of the airline.