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WESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) TAX FORMS | WESPATH BENEFITS & INVESTMENTS Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. MULTIPLE ASSET FUND (MAF) The Multiple Asset Fund (MAF), through its investment in the four other Wespath funds, participates in the management styles of more than 35 different investment management firms. These managers provide the fund with broad diversification of holdings in a variety of U.S. and non-U.S. securities. These include stocks, traditional bonds SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX EXCHANGE— PLAN COMPARISONS 2021 HEALTHFLE ECHANGE wPLAN COMPARISONS 2021 4 | HealthFlex Exchange 2021 In-Network Medical Plan Benefits Comparison Services H1500 with HSA H2000 with HSA H3000 with HSA C2000 with HRA C3000 with HRA B1000 HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the GENERAL CONFERENCE 2020 CLERGY RETIREMENT PLAN PROPOSAL a general agency o he United ethodist Church (continued) Why Change the U.S. Clergy Pension Plans? Changes to the clergy retirement plan are needed so that we BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) TAX FORMS | WESPATH BENEFITS & INVESTMENTS Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. MULTIPLE ASSET FUND (MAF) The Multiple Asset Fund (MAF), through its investment in the four other Wespath funds, participates in the management styles of more than 35 different investment management firms. These managers provide the fund with broad diversification of holdings in a variety of U.S. and non-U.S. securities. These include stocks, traditional bonds SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX EXCHANGE— PLAN COMPARISONS 2021 HEALTHFLE ECHANGE wPLAN COMPARISONS 2021 4 | HealthFlex Exchange 2021 In-Network Medical Plan Benefits Comparison Services H1500 with HSA H2000 with HSA H3000 with HSA C2000 with HRA C3000 with HRA B1000 HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the GENERAL CONFERENCE 2020 CLERGY RETIREMENT PLAN PROPOSAL a general agency o he United ethodist Church (continued) Why Change the U.S. Clergy Pension Plans? Changes to the clergy retirement plan are needed so that we ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances. TAX FORMS | WESPATH BENEFITS & INVESTMENTS Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention MULTIPLE ASSET FUND (MAF) The Multiple Asset Fund (MAF), through its investment in the four other Wespath funds, participates in the management styles of more than 35 different investment management firms. These managers provide the fund with broad diversification of holdings in a variety of U.S. and non-U.S. securities. These include stocks, traditional bondsLEADERSHIP TEAM
Barbara has served as the chief executive officer and general secretary of Wespath Benefits and Investments since 1994. She oversees all fiduciary services and administrative operations of Wespath, the largest reporting faith-based pension fund in the world. Under Barbara’s leadership, Wespath has established a strategic approachto secure
HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more VIRGIN PULSE PROGRAM With Virgin Pulse, you receive an activity tracker to monitor your progress and earn points toward rewards. Wear the activity tracker and accrue steps when you walk, run, bike, play sports or take part in any physical activities you enjoy. You can earn points for accumulating steps. The more points you accrue, the more Pulse Cash you earn. MINISTERIAL PENSION PLAN (MPP) Ministerial Pension Plan. The Ministerial Pension Plan (MPP) is a 403 (b) retirement plan administered by Wespath that provides benefits to eligible United Methodist Church clergy with service from 1982 through 2006. MPP is part of the Clergy Retirement Security Program (CRSP). HEALTH COACHING THROUGH VIRGIN PULSE® Health coaching is provided over the phone with trained health care professionals including dietitians, exercise physiologists and psychologists. Here's how it works: Log in to Virgin Pulse and after selecting Coaching, choose your topic and then schedule an appointment. After setting up the appointment, the Coaching page willlist upcoming
WESPATH EXTRANET LOGIN PAGE Wespath Benefits and Investments Extranet Login to site. User Name: *Password: *
BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention TAX FORMS | WESPATH BENEFITS & INVESTMENTS Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex. HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention TAX FORMS | WESPATH BENEFITS & INVESTMENTS Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex. HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex.RETIREMENT PLANS
Clergy Retirement Security Program (CRSP) CRSP combines a defined benefit providing lifetime income based on years of service to the Church with a defined contribution account that provides flexibility. It also incorporates benefits from two predecessor plans: Ministerial Pension Plan and the Pre-82 Plan. Go to Clergy Retirement SecurityProgram.
ANNUAL REPORT
Wespath's 2020 Annual Report. Participants in the retirement plans administered by Wespath Benefits and Investments (Wespath) can be assured that the assets supporting these plans are invested for the long term to help secure their retirement future. Wespath, annual conferences and other UMC groups have worked diligently to make surethat the
MULTIPLE ASSET FUND (MAF) The Multiple Asset Fund (MAF), through its investment in the four other Wespath funds, participates in the management styles of more than 35 different investment management firms. These managers provide the fund with broad diversification of holdings in a variety of U.S. and non-U.S. securities. These include stocks, traditional bonds FUNDS | WESPATH BENEFITS & INVESTMENTS Before you invest, you should review the Investment Funds Description - P Series for detailed information about the funds and their risks, as well as fund-specific information detailing each fund’s investment objective, risks, performance, fees and more.. View our I Series of funds for institutional investors.UMLIFEOPTIONS
Benefit amounts are selected by the participant. Eligibility. Active and eligible lay employees enrolled in the UMLifeOptions Insurance Plan are eligible for the Optional Life Insurance Plan. Benefits. Death benefits for the participant, spouse and dependent children. Accelerated death benefit (50%) in MINISTERIAL PENSION PLAN (MPP) Ministerial Pension Plan. The Ministerial Pension Plan (MPP) is a 403 (b) retirement plan administered by Wespath that provides benefits to eligible United Methodist Church clergy with service from 1982 through 2006. MPP is part of the Clergy Retirement Security Program (CRSP). CLERGY WELL-BEING RESEARCH Wespath-sponsored Clergy Well-Being Studies. Wespath provides trusted research and information about health trends in the UMC and across the United States that are applicable to clergy health concerns. The resources below include Wespath-sponsored clergy health studies, denominational/clergy health studies from expert external sources and HEALTH MINISTRY ACTIVITIES Health Monitoring and Screening. Blood and Organ Donation. Personal Health Assessments. Health Standards for Day Care. Blood Pressure Screening. Diabetes Screening. Glaucoma Screening. Confronting Child and Family Abuse. Low-Impact Aerobics. CLERGY HOUSING ALLOWANCE Wespath Benefits and Investments (Wespath) recognizes the unique and often complex nature of clergy taxes. The following information is designed to help clear some of the gray when thinking about a housing allowance. It pertains to active clergy living in an owned or rented home, active clergy living in a parsonage and retired clergy. BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention TAX FORMS | WESPATH BENEFITS & INVESTMENTSWESPATH BENEFITS AND INVESTMENTSWESPATH INSTITUTIONAL INVESTMENTSWESPATH CONTRIBUTIONELECTION FORM
Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex. HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention TAX FORMS | WESPATH BENEFITS & INVESTMENTSWESPATH BENEFITS AND INVESTMENTSWESPATH INSTITUTIONAL INVESTMENTSWESPATH CONTRIBUTIONELECTION FORM
Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex. HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex.RETIREMENT PLANS
Clergy Retirement Security Program (CRSP) CRSP combines a defined benefit providing lifetime income based on years of service to the Church with a defined contribution account that provides flexibility. It also incorporates benefits from two predecessor plans: Ministerial Pension Plan and the Pre-82 Plan. Go to Clergy Retirement SecurityProgram.
ANNUAL REPORT
Wespath's 2020 Annual Report. Participants in the retirement plans administered by Wespath Benefits and Investments (Wespath) can be assured that the assets supporting these plans are invested for the long term to help secure their retirement future. Wespath, annual conferences and other UMC groups have worked diligently to make surethat the
MULTIPLE ASSET FUND (MAF) The Multiple Asset Fund (MAF), through its investment in the four other Wespath funds, participates in the management styles of more than 35 different investment management firms. These managers provide the fund with broad diversification of holdings in a variety of U.S. and non-U.S. securities. These include stocks, traditional bonds FUNDS | WESPATH BENEFITS & INVESTMENTS Before you invest, you should review the Investment Funds Description - P Series for detailed information about the funds and their risks, as well as fund-specific information detailing each fund’s investment objective, risks, performance, fees and more.. View our I Series of funds for institutional investors.UMLIFEOPTIONS
Benefit amounts are selected by the participant. Eligibility. Active and eligible lay employees enrolled in the UMLifeOptions Insurance Plan are eligible for the Optional Life Insurance Plan. Benefits. Death benefits for the participant, spouse and dependent children. Accelerated death benefit (50%) in MINISTERIAL PENSION PLAN (MPP) Ministerial Pension Plan. The Ministerial Pension Plan (MPP) is a 403 (b) retirement plan administered by Wespath that provides benefits to eligible United Methodist Church clergy with service from 1982 through 2006. MPP is part of the Clergy Retirement Security Program (CRSP). CLERGY WELL-BEING RESEARCH Wespath-sponsored Clergy Well-Being Studies. Wespath provides trusted research and information about health trends in the UMC and across the United States that are applicable to clergy health concerns. The resources below include Wespath-sponsored clergy health studies, denominational/clergy health studies from expert external sources and HEALTH MINISTRY ACTIVITIES Health Monitoring and Screening. Blood and Organ Donation. Personal Health Assessments. Health Standards for Day Care. Blood Pressure Screening. Diabetes Screening. Glaucoma Screening. Confronting Child and Family Abuse. Low-Impact Aerobics. CLERGY HOUSING ALLOWANCE Wespath Benefits and Investments (Wespath) recognizes the unique and often complex nature of clergy taxes. The following information is designed to help clear some of the gray when thinking about a housing allowance. It pertains to active clergy living in an owned or rented home, active clergy living in a parsonage and retired clergy. BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention TAX FORMS | WESPATH BENEFITS & INVESTMENTSWESPATH BENEFITS AND INVESTMENTSWESPATH INSTITUTIONAL INVESTMENTSWESPATH CONTRIBUTIONELECTION FORM
Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex. HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the BENEFITS & INVESTMENTS FOR THE UNITED METHODIST CHURCHEXTRANET LOGINRETIREMENT & INVESTMENTSHEALTH & WELL-BEINGFOR PLAN SPONSORSABOUTWESPATH
The new dates are August 29 through September 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. ACCESS & MANAGE YOUR BENEFITS Benefits Access. What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:. Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.; Retirement Projections — Estimate your retirement income and learn how to improve your future finances.WESPATH LOGIN
2017, Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 3.2.0 (12/12/2020) COVID-19 LEGISLATION CARES Act and SECURE Act Resources. CARES Act—Participant Retirement Plan FAQs. Updated February 25, 2021. CARES Act—IRS Tax Credits (Employee Retention Credit)—2021 CAA Update. February 10, 2021. CARES Act—IRS Tax Credits (Employee Retention TAX FORMS | WESPATH BENEFITS & INVESTMENTSWESPATH BENEFITS AND INVESTMENTSWESPATH INSTITUTIONAL INVESTMENTSWESPATH CONTRIBUTIONELECTION FORM
Notice: Annual Tax Reporting Forms. Wespath will mail the following 2020 Internal Revenue Service (IRS) tax reporting forms to participants no later than February 1, 2021.No reprint requests will be accepted prior to February 18, 2021 for the tax forms listed below:. Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.PLAN SPONSOR FORMS
Plan Sponsor Forms. Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors. Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here. HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex. HEALTHFLEX GROUP HEALTH PLAN HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church (UMC) annual conferences and employer groups with more than 50 employees. It is offered by over 35 plan sponsors to provide health benefits and well-being programs for more SOCIAL VALUES CHOICE EQUITY FUND (SVCEF) The Social Values Choice Equity Fund (SVCEF) seeks to attain long-term capital appreciation from a passively-managed portfolio of U.S. and non-U.S. domiciled publicly owned companies that fulfills investor preferences for a heightened focus on corporate environmental and social performance. The Fund generally does not invest in companiesthat
HEALTHFLEX PLAN SPONSOR HIPAA CERTIFICATION FORM 1901 Chestnut Avenue Glenview, Illinois 60025-1604 1-800-851-2201 wespath.org 5224/050918 HealthFlex Plan Sponsor HIPAA Certification Form The Plan Sponsor, the sponsor of HealthFlex (“the Health Plan”), a “group health plan” as defined by the HEALTH & WELLNESS PLANS HealthFlex. HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups. Benefits options include a combination of medical, prescription drug, dental and vision coverage. Go to HealthFlex.RETIREMENT PLANS
Clergy Retirement Security Program (CRSP) CRSP combines a defined benefit providing lifetime income based on years of service to the Church with a defined contribution account that provides flexibility. It also incorporates benefits from two predecessor plans: Ministerial Pension Plan and the Pre-82 Plan. Go to Clergy Retirement SecurityProgram.
ANNUAL REPORT
Wespath's 2020 Annual Report. Participants in the retirement plans administered by Wespath Benefits and Investments (Wespath) can be assured that the assets supporting these plans are invested for the long term to help secure their retirement future. Wespath, annual conferences and other UMC groups have worked diligently to make surethat the
MULTIPLE ASSET FUND (MAF) The Multiple Asset Fund (MAF), through its investment in the four other Wespath funds, participates in the management styles of more than 35 different investment management firms. These managers provide the fund with broad diversification of holdings in a variety of U.S. and non-U.S. securities. These include stocks, traditional bonds FUNDS | WESPATH BENEFITS & INVESTMENTS Before you invest, you should review the Investment Funds Description - P Series for detailed information about the funds and their risks, as well as fund-specific information detailing each fund’s investment objective, risks, performance, fees and more.. View our I Series of funds for institutional investors.UMLIFEOPTIONS
Benefit amounts are selected by the participant. Eligibility. Active and eligible lay employees enrolled in the UMLifeOptions Insurance Plan are eligible for the Optional Life Insurance Plan. Benefits. Death benefits for the participant, spouse and dependent children. Accelerated death benefit (50%) in MINISTERIAL PENSION PLAN (MPP) Ministerial Pension Plan. The Ministerial Pension Plan (MPP) is a 403 (b) retirement plan administered by Wespath that provides benefits to eligible United Methodist Church clergy with service from 1982 through 2006. MPP is part of the Clergy Retirement Security Program (CRSP). CLERGY WELL-BEING RESEARCH Wespath-sponsored Clergy Well-Being Studies. Wespath provides trusted research and information about health trends in the UMC and across the United States that are applicable to clergy health concerns. The resources below include Wespath-sponsored clergy health studies, denominational/clergy health studies from expert external sources and HEALTH MINISTRY ACTIVITIES Health Monitoring and Screening. Blood and Organ Donation. Personal Health Assessments. Health Standards for Day Care. Blood Pressure Screening. Diabetes Screening. Glaucoma Screening. Confronting Child and Family Abuse. Low-Impact Aerobics. CLERGY HOUSING ALLOWANCE Wespath Benefits and Investments (Wespath) recognizes the unique and often complex nature of clergy taxes. The following information is designed to help clear some of the gray when thinking about a housing allowance. It pertains to active clergy living in an owned or rented home, active clergy living in a parsonage and retired clergy. skip to main contentLog In
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GENERAL CONFERENCE RESOURCES Learn more about Wespath's top priorities and legislative focus for General Conference. Read More Log in to access your retirement, health and well-being benefitsBenefits Access
WESPATH BENEFITS AND INVESTMENTS We're dedicated to building a brighter future for all those we serve, with 100 years of success and sustainability behind our retirement plans, investment solutions and health benefit plans. RETIREMENT & INVESTMENTS Prepare for a secure financial future with retirement plan benefits and investment solutions available to UMC clergy and employees.HEALTH & WELL-BEING
Discover an array of benefits and resources to support your health and vitality, from group health plans and well-being programs to life and longterm disability coverage for UMC clergy, employees and theirfamilies.
FOR PLAN SPONSORS
Access plan administration resources and support to help plan sponsors effectively manage their health benefits and retirement plans. INSTITUTIONAL INVESTORS Looking for information about Wespath Institutional Investments?Visit Wespath.com
SAVING GRACE: A GUIDE TO FINANCIAL WELL-BEING _Saving Grace_ is a six-session, small group learning curriculum that speaks to key money management topics—such as saving, earning, giving, spending, and debt—from a Wesleyan perspective to help participants reach personal financial goals and achieve a sustainablefinancial life.
Learn more about Saving Grace WESPATH'S COVID-19 INFORMATION This page provides links to all of Wespath's COVID-19 materials including videos, retirement FAQs, health resources, congregational health information and links to important websites.Access resources
GENERAL CONFERENCE General Conference has been rescheduled. The new dates are AUGUST 29 THROUGH SEPTEMBER 6, 2022, in Minneapolis, Minnesota. Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge. Learn more about Wespath's LEGISLATIVE FOCUSfor General
Conference and QUESTIONS REGARDING A POTENTIAL UMC RESTRUCTURE.
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NEWS & EVENTS
INVESTMENT INSIGHTS BLOG: RECAPPING THE HISTORIC WEEK FOR SUSTAINABLE INVESTING IN THE OIL AND GAS INDUSTRY Wespath’s Jake Barnett highlights three major developments in the global transition to net-zero.Learn more
INVESTMENTS INSIGHTS BLOG: WHAT IS A FIDUCIARY, ANYWAY? Most investors have probably heard the word “fiduciary” – but how many truly know what it means? Our latest blog post dives into the investment dictionary and explains why investors should know where their advisor’s priorities lie.Learn more
MONTHLY INVESTMENT REPORT AND MARKETS AT A GLANCE VIDEO: APRIL 2021 The Monthly Investment Report for April 2021 is now available, along with the Markets at a Glance video from Karen Manczko, Wespath's Director of Institutional Relationships.Learn more
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2021 Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. The General Board of Pension and Health Benefits of The United Methodist Church, Incorporated in Illinois, a general agency of The United Methodist Church ("Wespath") is a not-for-profit corporation and is exempt from U.S. federal income taxes under Section 501(c)(3) of the United States Internal Revenue Code. Through its subsidiaries and affiliates Wespath provides administrative and investment services to benefit plans for plan sponsors controlled by or affiliated with The United Methodist Church (the "Church") and also provides certain administrative and investment services to institutional investors organized and operated exclusively for religious, benevolent, or charitable purposes which are related to the Church. Visit our website for Institutional Investors: Wespath.comDetails
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