Church Pension Group | Reports to General Convention

Reports to General Convention

Blue Book Report of the Board of Trustees of The Church Pension Fund

This Blue Book reviews the work of The Church Pension Fund (CPF) and its three lines of business over the past triennium and describes major areas of focus during that time.

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2022 Update: CPG Report to General Convention

An update on our recent work and shared values with the Church. Hear from the CPF Board, CPG leadership, and clients about:

  • Maintaining the strength of our pension programs
  • Controlling the cost of healthcare
  • Pension parity
  • Racial reconciliation
  • Socially responsible investing
  • The role of the CPF Board

Access the 2022 report

Printable PDF – English | Español

Task Force to Study the Relationship of The Episcopal Church and The Church Pension Fund

Resolution 2018-A060 asked CPF and the Executive Council of The Episcopal Church to study the historical and current relationship of The Episcopal Church and CPF to offer greater clarity on their respective roles, responsibilities, and authority. The Executive Council and CPF issued a joint report on this study.

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Study Parity Between Lay and Clergy Pensions

Resoluti­on 2018-A237 urged CPF to report on the current state of parity between the pensions of lay and ordained Church employees, domestic and non-domestic Church employees, and Church employees of disparate incomes, with a particular focus on how income disparities are manifested across gender and racial or ethnic lines, understanding that working income directly affects pension benefits.

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Pension Equity for Lay Employees

Resolution 2018-D045 asked CPF to identify necessary steps for providing pension equity for lay and ordained Church employees, compare possible plans with pension benefits offered by non-church organizations, and report the results of this study.

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Divest from Fossil Fuel Companies and Reinvest in Clean Energy

Resolution 2018-A020 urged CPF to be mindful of the Church’s desire to become increasingly invested in renewable and clean energy and requested that CPF provide a report that includes a sustainability plan.

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2020 Clergy Compensation Report

Several resolutions: Resolution 2018-C029Resolution 2018-D005, and Resolution 2018-D037 asked CPG, as the Recorder of Ordinations, to develop and implement a strategy to show ordination, deployment, and compensation trends related to race, gender, and ethnicity by providing additional demographic data in the annual clergy compensation report. View our interactive 2020 Clergy Compensation Report and past reports.

Denominational Health Plan Annual Report

Resolution 2012-B026 instructed The Episcopal Church Medical Trust to make an annual written report on the progress of the Denominational Health Plan (DHP). View the 2020 report below.

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Report to the House of Deputies Committee on the State of the Church, Church Pension Group Subcommittee

This 2017 Report responds to a series of questions submitted by the subcommittee and addresses CPG’s relationship to the Church, CPG’s pension and health benefits programs, its financial sustainability, and its investment strategy.

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