2011 BOARD OF DIRECTORS
Chair
Robert W. Maggs, Jr.
The Presbyterian Church (U.S.A.)
Board of Pensions
2000 Market Street
Philadelphia, PA 19103
Phone: 215-587-7626
Email: rwmaggs@pensions.org
Vice-Chair
Michael A. Downs
United Church of Christ
475 Riverside Drive, Suite 1020
New York, NY 10115
Phone: 212-729-2710
Email: mdowns@pbucc.org
Secretary
James T. Herod
United Church of Christ
1203 Chestertown Drive
Richardson, TX 75080
Phone: 972-437-3012
Email: jherod@pbucc.org
Treasurer
Francis E. Maloney
The Presbyterian Church (U.S.A.)
Board of Pensions
2000 Market Street
Philadelphia, PA 19103
Phone: 215-587-7204
Email: fmaloney@pensions.org
STANDING MEMBERS
Barbara A. Boigegrain
The United Methodist Church
General Board of Pensions & Health Benefits
1901 Chestnut Avenue
Glenview, IL 60025
Phone: 847-869-4550
Email: barbara_boigegrain@gbophb.org
O.S. Hawkins
Southern Baptist Convention
Guidestone Financial Resources
2401 Cedar Springs Road
Dallas, TX 75201
Phone: 214-720-4700
Email: osh@guidestone.org
Jeffrey Thiemann
Evangelical Lutheran Church in America
Board of Pensions
800 Marquette Avenue, Suite 1050
Minneapolis, MN 55402
Phone: 612-333-7651
Email: jthiemann@elcabop.org
John M. Preis
Young Men’s Christian Association
Retirement Fund
140 Broadway
New York, NY 10005
Phone: 646-458-2400
Email: preis@ymcaret.org
Mary Kate Wold
Episcopal Church
The Church Pension Fund
445 5th Avenue
New York, NY 10016
Phone: 212-592-1801
Email: mkwold@cpg.org
ELECTED MEMBERS
Larry Keeports
The Christian and Missionary Alliance
Alliance Benefits
8595 Explorer Drive
Colorado Springs, CO 80920
Phone: 719-265-2095
Email: keeportsl@cmalliance.org
Sumner M. Grant
American Baptist Churches
Ministers & Missionaries Benefit Board
475 Riverside Drive, Room 1700
New York, NY 10115
Phone: 212-870-8000
Email: sumner.grant@mmbb.org
Michael Quirk
Christian Brothers Services
1205 Windham Parkway
Romeoville, IL 60446
Phone: 630-378-2909
Email: michael_quirk@cbservices.org
Kyle Dana
Assemblies of God
1661 N. Boonville Avenue, Suite C
Springfield, MO 65803
Phone: 417-520-2682
Email: kdana@agfinancial.org
Mitchell J. Smilowitz
Jewish Conservative Movement
Joint Retirement Board for Conservative Judaism, Amutah
1 Penn Plaza, Suite 1515
New York, NY 10119
Phone: 212-947-2400
Email: mitchell.smilowitz@jrbcj.org
Planning Committee Chair (ex officio)
James F. Sanft
The Lutheran Church – Missouri Synod
Concordia Plan Services
1333 S. Kirkwood Road
St. Louis, MO 63122
Phone: 314-885-6701
Email: james.sanft@concordiaplans.org
2011 PLANNING COMITTEE
Chair
James F. Sanft
The Lutheran Church – Missouri Synod
Concordia Plan Services
1333 S. Kirkwood Road
St. Louis, MO 63122
Phone: 314-885-6701
Email: james.sanft@concordiaplans.org
Vice Chair
John M. Preis
Young Men’s Christian Association
Retirement Fund
140 Broadway
New York, NY 10005
Phone: 646-458-2400
Email: preis@ymcaret.org
Immediate Past Chair
Jon M. Flanagan
Wisconsin Evangelical Lutheran Synod
2949 n. Mayfair Road, 2nd Floor
Milwaukee, WI,53222
Phone: 414-256-3860
Email: jon.flanagan@wels.net
Del L. Johnson
Seventh-Day Adventist Church
North American Division of the General Conference Retirement Plans
12501 Old Columbia Pike
Silver Springs, MD 20904
Phone: 301-680-6249
Email: del.johnson@nad.adventist.org
Jeffrey A. Jenness
Church of God
Board of Pensions
P.O. Box 2559
Anderson, IN 46018
Phone: 765-642-3880
Email: jjenness@cogpension.org
Robert M. Koppel
Jewish Reform Movement
Reform Pension Board
355 Lexington Avenue, 18th Floor
New York, NY 10017
Phone: 212-947-2400
Email: rmkoppel@rpb.org
Robert W. Maggs, Jr. (Ex Officio)
The Presbyterian Church (U.S.A.)
Board of Pensions
2000 Market Street
Philadelphia, PA 19103
Phone: 215-587-7626
Email: rwmaggs@pensions.org
Barbara A. Boigegrain (Ex Officio)
The United Methodist Church
General Board of Pensions & Health Benefits
1901 Chestnut Avenue
Glenview, IL 60025
Phone: 847-869-4550
Email: barbara_boigegrain@gbophb.org
CEO
Committee Chair
Jon M. Flanagan
Wisconsin Evangelical Lutheran Synod
2949 N. Mayfair Road, 2nd Floor
Milwaukee, WI 53222
Phone: 414-256-3860
Email: jon.flanagan@wels.net
Board Liaison: Michael Downs
CFO
This group consists of the CBA members’ financial officers, other interested parties and is formed to assist one another as regards financial reporting legislation and technical pronouncements, and any other financial topics that might impact the CBA members. This includes, but is not limited to possibilities of collaboration, best practice sharing, benchmarking, etc. where appropriate.
Committee Co-Chairs
Tim Koch
United Methodist Church
General Board of Pension & Hlth Benefits
1201 Davis St
Evanston, IL 60201
Phone: 847-866-4900
E-mail: tkoch@gbophb.org
Stacy Kruse
Evangelical Lutheran Church in America
Board of Pensions
800 Marquette Ave, Suite 1050
Minneapolis, MN 55402-2892
Phone: 612-333-7651
Fax: 612-334-5399
E-mail: skruse@elcabop.org
Board Liaison: Michael Quirk
COMMUNICATIONS, MARKETING, and EDUCATION
The Communications, Marketing, and Education Group (CMEG) welcomes members of the Church Benefits Association who work to give their organization’s audiences the clearest, most accurate picture of employee benefits for church workers. We support communicators, marketing staff, and educators at all levels and in all disciplines to develop skills, expand their professional knowledge and business relationships, and advance the stature of communications, marketing, and education in the church benefits profession.
Committee Chair:
Jack Pfitzer
Lutheran Church-Missouri Synod
Concordia Plan Services
1333 S Kirkwood Rd
St. Louis, MO 63122-7295
Phone: 314-885-6725
Fax: 314-885-6775
Email: jack.pfitzer@concordiaplans.org
Board Liaison: Mitch Smilowitz
HEALTH BENEFITS
The Healthcares Committee of the CBA provides a forum for CBA members that sponsor health benefit plans to discuss the issues and challenges of managing a modern health benefits plan. The committee has existed for roughly 15 years and for most of that time activities have consisted of holding semi-annual discussion meetings. In 2001 we formed purchasing coalitions to negotiate two pharmacy benefits contracts on behalf of CBA member organizations. Currently more than 20 plans are purchasing prescription drugs through either Express Scripts or Medco Health and enjoy more favorable pricing than any single plan could have achieved on its own. In 2002 we also formed a coalition to purchase PPO administrative services from Highmark Blue Cross Blue Shield. We have also developed coalitions for purchasing both Mental Health services and Disability Administrative services.
Committee Chair:
John Jasin
Director, Healthcare Services
Presbyterian Church (U.S.A.)
Board of Pensions
2000 Market St
Philadelphia, PA 19103-3298
Phone: 215-587-7444
Fax: 215-857-6215
Email: jjasin@pensions.org
Board Liaison: TBD
INFORMATION TECHNOLOGY
The Church Benefits Association Information Technology Group (CBAIT) was formed to leverage our technology experience and knowledge to better support the missions of our organizations.
We do this by:
- Sharing ideas and information pertaining to initiatives in each of our organizations.
- Discussing and evaluating technological trends and innovations that could add value for our organizations' objectives.
- Soliciting outside expertise to further augment our knowledge in new and emerging technologies relevant to our operations.
- Conducting periodic meetings as a forum for our discussions.
- Providing an Internet website forum where our discussions and information can be shared.
- Providing opportunities for networking among ourselves and others within our respective organizations.
Committee Chair:
Tom Drez
Christian Brothers Services
1205 Windham Pkwy
Romeoville , IL 60446
Phone: 630-378-2930
Fax: 630-226-2140
E-mail: tom_drez@cbservices.org
Board Liaison: John Pries
INVESTMENTS
The Investments Topical Interest Group meets annually at the Church Benefits Association meeting to discuss various issues of interest to those involved in managing, administering, and providing fiduciary oversight of investment programs that support religious retirement plans. Those participating in the group discuss various topics of mutual interest that includes asset/liability management, new asset classes, socially responsible investing practices, investment manager selection, alternative investments, best practices for fiduciaries, participant fund options, and various other investment related topics. Participants network and learn from each other based on our respective organizations’ challenges, opportunities, and initiatives.
Committee Chair:
David Zellner
United Methodist Church
1201 Davis St
Evanston , IL 60201
Phone: 847-866-4200
Fax: 847-869-4489
E-mail: dzellner@gbophb.org
Board Liaison: TBD
LEGAL
The Legal Topical Interest Group of the CBA provides a forum for CBA members to discuss legal issues that arise in providing church plan health, welfare and retirement benefits. The group hosts a breakout session at the annual meeting during which current legal topics are discussed. Although many in the group are attorneys, the presentations and discussions at the annual meeting are designed to be of benefit to all who administer church benefit plans. Common topics including pending Church Alliance legislation, housing allowance, health care reform, 403(b)(9) plan requirements and compliance with federal regulations.
Committee Chair
Jewelie Grape
Evangelical Lutheran Church in America
Board of Pensions
800 Marquette Ave, Suite 1050
Minneapolis, MN 55402-2892
Phone:
612-752-4298
E-mail: jgrape@elcabop.org
Board Liaison: Jim Herod
RETIREMENT BENEFITS
The Retirement Benefits Committee of the CBA provides a forum for members to discuss the challenges of managing a modern retirement plan for clergy and other church employees. Committee sessions focus on issues of plan design, funding, member services and compliance for defined benefit and defined contribution plans.
Committee Chair
Marlo J. Kauffman
Mennonite Church USA
1110 N Main Street
Goshen, IN 46528
Phone: 574-533-9511
Fax: 574-537-6636
E-mail: marlo.kauffman@mma-online.org
Board Liaison: Sumner Grant
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