1. Residents in Ministry 2011 Missouri Conference of the United Methodist Church

2. Clergy Relations & Benefits Caring for those who serve

3. Pension All active clergy – full time, part time, student local pastor Church is invoiced monthly from Conference

4. Pension Plan CRSP – Clergy Retirement Security Program General Board of Pensions and Health Benefits is the administrator 2 components to the plan:  Defined Benefit  Defined Contribution

5. CRSP Defined Benefit  Paid out as an annuity at retirement  Formula: 1.25% x DAC at retirement x years of service in the CRSP plan 2% annual increase after retirement This amount does not show up on your quarterly statement

6. CRSP Defined Contribution 3% of compensation Paid as cash at retirement This amount does show up on your quarterly statement

7. CRSP billing Church is billed 12.22% of pastor’s compensation 3% for Defined Contribution 9.22% for Defined Benefit Invoiced monthly via paper statement from the conference office.

8. UMPIP – United Methodist Personal Investment Plan Optional Additional funds for retirement Set up at anytime Before-tax or After-tax contributions %age or $ basis “Hardship” withdraws allowed Accessible at age 59 ½ You can direct the investment Billed to church by General Board

9. Pension consultations Set up an appointment during Converge Projection of your pension funds Great way to financial plan September 13 th, 8am-5pm Contact Jenny Gragg to set up appointment

10. CPP Clergy Protection Plan  Death and Disability  Full time clergy only

11. CPP death benefits Death of active full time clergy: $50,000 Death of retired clergy: 30% of DAC at time of death Spouse and dependent death benefits

12. CPP Disability Must have 2 years in plan Can apply for benefits if unable to work for at least 6 months due to disabling condition Determination is made by GBOP 70% of compensation, paid monthly

13. CPP continued: Optional Life Insurance Plan for Clergy enrolled in CPP Enrollment through General Board open enrollment  September 2011

14. HealthFlex Full time Elders, Associate Members and Local Pastors – mandatory Church pays for Clergy Umbrella Plan – includes:  Medical: United HealthCare  Dental: Cigna  Pharmacy: Medco  Mental Health: United Behavioral Health  Vision: VSP (Vision Service Plan)

15. HealthFlex Optional dependent coverage – clergy responsible for payment Billing is sent to the church Cost:  Clergy $730/month  1 Dependent $653/month  Family (more than 1 dependent)$1030/month

16. HealthFlex Eligibility  Must enroll within 30 days of becoming full time  Dependent enrollment available: Within first 30 days of eligibility Open enrollment – month of November Within 30 days of qualifying event  Including spouse losing other coverage  Include dependent premium on Line 10 of Pastoral Support Form

17. How do I find a doctor/facility? Go to www.myuhc.comwww.myuhc.com Click on Find a Physician/Facility Complete lookup information (location, travel distance, specialty, etc) In-Network vs Out-of-Network?

18. 2011 Wellness Programs Again for 2011! Virgin HealthMiles – pedometer Earn up to $300 Must enroll to receive incentives for 2011 www.virginhealthmiles.com

19. HEALTHQUOTIENT (HQ) Must complete the HQ between August 1 and September 30, 2011 or you will be accessed a deductible surcharge of $250/individual, $500/family in 2012 Go to http://www.gbophb.org/ and click on Healthflex/WebMD to get started http://www.gbophb.org/ 2011 Wellness Programs

20. Quest Diagnostic Screening Could have completed at Annual Conference or at a local Quest Laboratory by July 31, 2011. Would receive $100 Healthcash if enrolled in HealthFlex & VHM. A Quest Diagnostic Screening is a blood test. Provides information about: Cholesterol Levels, Heart Disease Risk, Stroke Risk, Diabetes Risk And Management, Thyroid Abnormalities, Kidney Disease, Anemia Or Iron Overload, Liver Disease, And Prostate Cancer In Men 2011 Wellness Programs

21. Salary Reduction Medical Reimbursement Account (MRA) Dependent Care Account (DCA)  Sign up during Open Enrollment (November)  Line 9a and 9b of Pastoral Support Form  Billed to church on invoice  Maximum of $5000/year

22. Full Time or Part Time For purposes of determining benefits –  Full or part time status is based on compensation  Compensation is Salary (line A) + Housing (line B), or Salary (line A) + Parsonage On your Pastoral Support form

23. Full Time or Part Time Full time compensation in 2012:  Local Pastors - $43,235  Provisional Member - $44,235  Full Member - $44,798

24. The Connection Local Pastors connect to their District office Elders and Deacons connect to Conference office Orders and Chair of the Fellowship  Jim Downing, Order of the Elder  Beth Freeman, Order of the Deacon  Dave Hackett, Chair of the Fellowship

25. Continuing Education Funds Funds available to clergy serving under appointment for continuing education $900/quadrennium Dorothy Smith, facilitator for BOM Go to Conference website, BOM page to find application, send to Dorothy Smith for approval First-year RIMs can use these funds for your Peer Group materials

26. Resources Conference Office  Clergy Relations & Benefits  573-441-1770, or toll free 877-736-1806  Trudy McManus, ext 211, Jenny Gragg, ext 213  Email: Tmcmanus@moumethodist.org, jgragg@moumethodist.orgTmcmanus@moumethodist.org jgragg@moumethodist.org General Board of Pensions and Health Benefits Toll Free: 800-851-2201 www.gbophb.org

27. Q & A’s