2023 Benefits Open Enrollment Click green hover fields to copy
Filing dates 9/1/2022 to: 9/30/2022
Comp dates 1/1/2023 to: 12/31/2023
Splits
Approval stages
Submitter,District
Report fields
People.FirstName,People.LastName,ClergyStatusAtTimeOfFiling,ServiceTimeAtTimeOfFiling,DateOfChargeConference,Church,District,Parish,ExtensionMinistry,ExtensionMinistryList,SalaryBreakdown,BaseSalary,CompensationTags,HousingAllowance,TotalCompensation,TravelReimbursement,TotalCompForPensionCalculation,PensionIfEligible,ContinuingEducationExpense,Coaching,AnnualConferenceExpense,OtherReimbursedExpense,TotalNonTravelExpenses,HealthCareCompensation,PastorsPension,PensionAmountPaidByChurch,UtilityExclusion,TotalCompPackage,PensionAmount,HealthInsurancePlan,DependentInfo,PrimaryCarePhysician,HealthSavingsFieldInfo,HealthSavingsOrReimbursementAccount,HealthSavingsAccountPersonalContributions,MonthlyPersonalContribution,FSATitle,FSAEnrollmentChoice,FSAContributionAmount,DependentHealthAcctEnrollmentChoice,DependentCareContributionAmount,DentalInsurancePlan,DentalDependentInfo,EquitableComp,DistrictComp,NewChurchComp,PreTaxPipPercent,PreTaxPip,RothContributionsPercent,RothContributions,AfterTaxPipPercent,AfterTaxPip,VisionInsurancePlan,LifeInsurancePlan,SignaturePastor,SignatureDistrict,CompiledCompensationFiles,Submitted,FullyApproved,Approvals
<View Id="Benefits2023" TableId="Content" Inherits="ClergyCompForm"><Fields><FieldSet Id="SalarySource" Invisible="false"><Relationship Id="Church" Invisible="false" /></FieldSet><FieldSet Id="SalaryInfo"><Category Id="PastorsPension" Required="true" /><Relationship Id="HealthInsurancePlan" Required="true" /><Category Id="HealthSavingsOrReimbursementAccount" Required="true" /><Category Id="HealthSavingsAccountPersonalContributions" Required="true" /><Category Id="FSAEnrollmentChoice" Required="true" /><Relationship Id="DentalInsurancePlan" Required="true" /></FieldSet><FieldSet Id="EventDateFields" Cmd="Remove" /><FieldSet Id="ContactFields" Cmd="Remove" /><FieldSet Id="FileFields" Cmd="Remove" /><FieldSet Id="FilingInfo" Cmd="Remove" /><FieldSet Id="SalarySource" Cmd="Remove" /><FieldSet Id="SalaryInfo" Name="Benefit Selections"><CustomField Id="BaseSalary" Invisible="true" /><Category Id="CompensationTags" Invisible="true" /><CustomField Id="HousingAllowance" Invisible="true" /><CustomField Id="TotalCompensation" Invisible="true" /><CustomField Id="TravelReimbursement" Invisible="true" /><CustomField Id="TotalCompForPensionCalculation" Invisible="true" /><CustomField Id="PensionIfEligible" Invisible="true" /><CustomField Id="ContinuingEducationExpense" Invisible="true" /><CustomField Id="Coaching" Invisible="true" /><CustomField Id="AnnualConferenceExpense" Invisible="true" /><CustomField Id="OtherReimbursedExpense" Invisible="true" /><CustomField Id="TotalNonTravelExpenses" Invisible="true" /><CustomField Id="HealthCareCompensation" Invisible="true" /><Category Id="PastorsPension" Invisible="true" CatType="Pastor's Pension" Name="Pastor's Pension" Required="false" Multiple="false" /><CustomField Id="PensionAmountPaidByChurch" Invisible="true" Name="Church's Share of Pastor's Pension" Type="Float" /><CustomField Id="UtilityExclusion" Invisible="true" Name="Housing Exclusion" Type="Float" Format="C" Description="For tax purposes only" /><CustomField Cmd="After:UtilityExclusion" Invisible="true" Id="TotalCompPackage" Name="Total Compensation Package for Pastor" Type="Float" /></FieldSet><FieldSet Id="SignatureFields" Name="Signatures" Important="true"><CustomField Id="SignaturePastor" Name="Pastor Signature (type your name)" Type="VarChar" Length="2000" /><CustomField Id="SignatureDistrict" Invisible="true" Name="District Signature (type your name)" Type="VarChar" Length="2000" /></FieldSet></Fields></View>
                                                
Redirect to: https://www.iaumc.org/peopleportal/compensation?lastperson=yes
Scripts
<script src="https://www.iaumc/peopleportal/compcalc.js"></script>
                                
Show/Hide
Visible
DentalDependentInfo
DentalInsurancePlan == 15590093 || DentalInsurancePlan == 15590092 || DentalInsurancePlan == 15590105 || DentalInsurancePlan == 15590102 || DentalInsurancePlan == 15590083 || DentalInsurancePlan == 15590078
                                
Show/Hide
Visible
DependentCareAccountTitle
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentCareContributionAmount
DependentHealthAcctEnrollmentChoice == 49845
                                
Show/Hide
Visible
DependentCareContributionAmountTitle
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentHealthAcctEnrollmentChoice
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentInfo
HealthInsurancePlan == 15589781
                                
Show/Hide
Visible
FSAContributionAmount
FSAEnrollmentChoice == 49843
                                
Formula
Visible
HealthCareCompensation
//HealthCareCompensation
if((ServiceTimeAtTimeOfFiling == 4957 || ServiceTimeAtTimeOfFiling == 4956) && PensionAbleStatuses.includes(ClergyStatusAtTimeOfFiling)){
    HealthCareCompensationAmount
} else {
    0
}
                                
FORMULA CORRECTED AFTER UPDATING CLERGY STATUSES. NOTES BELOW ARE NOT VALID.

Field Name: Church's Appointment Fee for Health Insurance

NotEligibleForInsurance Constant
Not Eligible = [4943, 4942, 4941, 4944, 4930, 48976, 4946, 48975, 49168]


From spreadsheet
=IF(OR(A23="Retired Elder", A23="Retired Deacon", A23="Retired Associate Member",A23="Retired Licensed Local Pastor", A23="Certified Lay Minister", A23="Supervised Certified Lay Servant", A23="Other Supply", A23="Retired Other Denomination"),"Not Eligible","Eligible")
 
Constant
Visible
HealthCareCompensationAmount
1473*12
                                
Show/Hide
Visible
HousingAllowance
CompensationTags == 19938
                                
Show/Hide
Visible
MonthlyPersonalContribution
HealthSavingsAccountPersonalContributions == 49841 || HealthSavingsAccountPersonalContributions == 49840
                                
Constant
Visible
NotEligibleForPension
[4943, 4942, 4941, 4944, 4930, 48976, 49168, 4946, 48975]
                                
Constant
Visible
PensionAbleStatuses
[4920,4921,4927,4928,4929,48980,4932,4933,4934,4935,4938,4939,4940,48981]
                                
Original spreadsheet with eligibility here: https://docs.google.com/spreadsheets/d/1WxvwUddBCKUGN_Ip1c_osTCFE37iZtAD5GHaDL0llDw/edit#gid=0

CLERGY STATUSES BRT CAT ID ELIGIBLE FOR INSURANCE ELIGIBLE FOR PENSION
AF - AFFIL MEMB 4920 ✔ Eligible ✔ Eligible
AL - ADMINISTRATIVE LOCATION 23548 ❌ Not Eligible ❌ Not Eligible
AM - ASSOC MEMB 4921 ✔ Eligible ✔ Eligible
BH - BISHOP 4922 ❌ Not Eligible ❌ Not Eligible
CC - CERTIFIED CANDIDATE 4923 ❌ Not Eligible ❌ Not Eligible
DC - DEACONESS 4924 ❌ Not Eligible ❌ Not Eligible
DM - DIACONAL MIN 4925 ❌ Not Eligible ❌ Not Eligible
DR - RETIRED DIACONAL MINISTER 4926 ❌ Not Eligible ❌ Not Eligible
FD - DEACON IN FULL CONN 4927 ✔ Eligible ✔ Eligible
FE - ELDER IN FULL CONN 4928 ✔ Eligible ✔ Eligible
FL - FULL TIME LOCAL PASTOR 4929 ✔ Eligible ✔ Eligible
FLPTII - FULL TIME LOCAL PASTOR TEMPORARY INTERIM 48980 ✔ Eligible ✔ Eligible
HL - HONORABLE LOCATION 17738 ❌ Not Eligible ❌ Not Eligible
HR - HONORABLE LOCATION RETIRED 17739 ❌ Not Eligible ❌ Not Eligible
LM - CERTIFIED LAY MINISTER 4930 ❌ Not Eligible ❌ Not Eligible
NC - NO LONGER CLERGY 17740 ❌ Not Eligible ❌ Not Eligible
NL - LOCAL PASTOR (APPROVED, BUT NOT APPOINTED) 4931 ❌ Not Eligible ❌ Not Eligible
NS - NO STATUS IN IOWA 49425 ❌ Not Eligible ❌ Not Eligible
OA - ASSOC OTHER CONFERENCE 4932 ✔ Eligible ✔ Eligible
OD - DEACON MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4933 ✔ Eligible ✔ Eligible
ODR - OTHER DENOMINATION RESPONSIBLE 49389 ❌ Not Eligible ❌ Not Eligible
OE - ELDER MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4934 ✔ Eligible ✔ Eligible
OF - OTHER NON-METHODIST DENOMINATION 4935 ✔ Eligible ✔ Eligible
OP - PM SERVING OTHER CONFER 4936 ❌ Not Eligible ❌ Not Eligible
OR - RETIRED MEMBER OTHER CONFERENCE 4937 ❌ Not Eligible ❌ Not Eligible
PD - PROVISIONAL DEACON 4938 ✔ Eligible ✔ Eligible
PE - PROVISIONAL ELDER 4939 ✔ Eligible ✔ Eligible
PL - PART TIME LOCAL PASTOR 4940 ✔ Eligible ✔ Eligible
PM - PROVISIONAL MEMBER 48981 ✔ Eligible ✔ Eligible
RA - RETIRED ASSOC MEMBER (AM) 4941 ❌ Not Eligible ❌ Not Eligible
RD - RETIRED DEACON INFULL CONNECTION 4942 ❌ Not Eligible ❌ Not Eligible
RE - RETIRED ELDER 4943 ❌ Not Eligible ❌ Not Eligible
RL - RETIRED LOCAL PASTOR (LP) 4944 ❌ Not Eligible ❌ Not Eligible
ROCA - RETIRED OTHER CONFERENCE ASSOCIATE 48977 ❌ Not Eligible ❌ Not Eligible
ROCTII - RETIRED OTHER CONF TEMPORARY INTERIM 48979 ❌ Not Eligible ❌ Not Eligible
ROF - RETIRED NON-METHODIST DENOMINATION 49168 ❌ Not Eligible ❌ Not Eligible
RP - RETIRED PROVISIONAL MEMBER (PM) 4945 ❌ Not Eligible ❌ Not Eligible
SCLS - SUPERVISED CERTIFIED LAY SERVANT 48976 ❌ Not Eligible ❌ Not Eligible
SY - SUPPLIED/HIRED/ASSIGNED 4946 ❌ Not Eligible ❌ Not Eligible
SYOC - SUPPLY PASTOR OTHER CONF 48975 ❌ Not Eligible ❌ Not Eligible
Formula
Visible
PensionAmountPaidByChurch
//PensionAmountPaidByChurch
if(PastorsPension == 49866){
    //PensionIfEligible formula
    if(!NotEligibleForPension.includes(ClergyStatusAtTimeOfFiling)){
        //PensionAmount formula
        if(ServiceTimeAtTimeOfFiling == 4954){
        	//TotalCompForPensionCalculation * 0.09
        	if(CompensationTags == 19939){
                (BaseSalary * 1.25) * 0.09
            } else {
                (BaseSalary + HousingAllowance) * 0.09
            }
        } else {
        	//TotalCompForPensionCalculation * 0.15
        	if(CompensationTags == 19939){
                (BaseSalary * 1.25) * 0.15
            } else {
                (BaseSalary + HousingAllowance) * 0.15
            }
        }
    } else {
        0
    }    
} else {
    0
}
                                
Formula
Visible
PensionIfEligible
//PensionIfEligible
if(PensionAbleStatuses.includes(ClergyStatusAtTimeOfFiling)){ //eligible
    //PensionAmount formula
    if(ServiceTimeAtTimeOfFiling == 4954){ // 1/4 time
    	if(CompensationTags == 19939){ //parsonage
            (BaseSalary * 1.25) * 0.09
        } else { //not parsonage
            (BaseSalary + HousingAllowance) * 0.09
        }
    } else { //anything other than 1/4 time
    	if(CompensationTags == 19939){ //parsonage
            (BaseSalary * 1.25) * 0.15
        } else { //not parsonage
            (BaseSalary + HousingAllowance) * 0.15
        }
    }
} else { //not eligible
    0
}
                                
CLERGY STATUSES UPDATED

!NotEligibleForPension.includes(ClergyStatusAtTimeOfFiling) ? (ServiceTimeAtTimeOfFiling == 4954 ? (CompensationTags == 19939 ? CashCompensation * 1.25 : CashCompensation + HousingAllowance) * 0.09 : (CompensationTags == 19939 ? CashCompensation * 1.25 : CashCompensation + HousingAllowance) * 0.15) : 0


PensionAmount formula
if(ServiceTimeAtTimeOfFiling == 4954){
    //TotalCompForPensionCalculation * 0.09
    if(CompensationTags == 19939){
        (BaseSalary * 1.25) * 0.09
    } else {
        (BaseSalary + HousingAllowance) * 0.09
    }
} else {
    //TotalCompForPensionCalculation * 0.15
    if(CompensationTags == 19939){
        (BaseSalary * 1.25) * 0.15
    } else {
        (BaseSalary + HousingAllowance) * 0.15
    }
}
Show/Hide
Visible
PensionIfEligible
false
                                
Formula
Visible
TotalCompensation
//TotalCompensation
BaseSalary+HousingAllowance
                                
if(CompensationTags != 19938){
   BaseSalary 
} else {
    BaseSalary+HousingAllowance
}
Formula
Visible
TotalCompForPensionCalculation
//TotalCompForPensionCalculation
if(CompensationTags == 19939){
	BaseSalary * 1.25
} else {
	BaseSalary + HousingAllowance
}
                                
CompensationTags == 19939 ? BaseSalary * 1.25 : BaseSalary + HousingAllowance
Show/Hide
Visible
TotalCompForPensionCalculation
false
                                
Formula
Visible
TotalCompPackage
//TotalCompPackage
TotalCompensation + 
TravelReimbursement + 
TotalNonTravelExpenses + 
HealthCareCompensation + 
PensionAmountPaidByChurch
                                
Formula
Visible
TotalNonTravelExpenses
//TotalNonTravelExpenses
ContinuingEducationExpense+Coaching+AnnualConferenceExpense+OtherReimbursedExpense
                                
Fall 2021 Filing for 2022 Compensation Click green hover fields to copy
Filing dates 10/1/2021 to: 11/30/2021
Comp dates 1/1/2022 to: 12/31/2022
Splits
Approval stages
District
Report fields
People.FirstName,People.LastName,ClergyStatusAtTimeOfFiling,ServiceTimeAtTimeOfFiling,DateOfChargeConference,Church,District,Parish,ExtensionMinistry,ExtensionMinistryList,SalaryBreakdown,BaseSalary,CompensationTags,HousingAllowance,TotalCompensation,TravelReimbursement,TotalCompForPensionCalculation,PensionIfEligible,ContinuingEducationExpense,Coaching,AnnualConferenceExpense,OtherReimbursedExpense,TotalNonTravelExpenses,HealthCareCompensation,PastorsPension,PensionAmountPaidByChurch,UtilityExclusion,TotalCompPackage,PensionAmount,HealthInsurancePlan,DependentInfo,PrimaryCarePhysician,HealthSavingsFieldInfo,HealthSavingsOrReimbursementAccount,HealthSavingsAccountPersonalContributions,MonthlyPersonalContribution,FSATitle,FSAEnrollmentChoice,FSAContributionAmount,DependentHealthAcctEnrollmentChoice,DependentCareContributionAmount,DentalInsurancePlan,DentalDependentInfo,EquitableComp,DistrictComp,NewChurchComp,PreTaxPipPercent,PreTaxPip,RothContributionsPercent,RothContributions,AfterTaxPipPercent,AfterTaxPip,VisionInsurancePlan,LifeInsurancePlan,SignaturePastor,SignatureDistrict,CompiledCompensationFiles,Submitted,FullyApproved,Approvals
<View Id="Comp2022" TableId="Content" Inherits="ClergyCompForm"><Fields><FieldSet Id="SalarySource" Invisible="false"><Relationship Id="Church" Invisible="false" /></FieldSet><FieldSet Id="SalaryInfo"><Category Id="PastorsPension" Required="true" /><Relationship Id="HealthInsurancePlan" Required="true" /><Category Id="HealthSavingsOrReimbursementAccount" Required="true" /><Category Id="HealthSavingsAccountPersonalContributions" Required="true" /><Category Id="FSAEnrollmentChoice" Required="true" /><Relationship Id="DentalInsurancePlan" Required="true" /></FieldSet><FieldSet Id="FilingInfo"><Category Id="ServiceTimeAtTimeOfFiling" Name="Service Percentage" /></FieldSet><FieldSet Id="SignatureFields"><CustomField Id="SignaturePastorBens" Cmd="Remove" /></FieldSet></Fields></View>
                                                
Redirect to: https://www.iaumc.org/peopleportal/compensation?lastperson=yes
Scripts
<script src="https://www.iaumc.org/peopleportal/compcalc.js"></script>

<style type="text/css">
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{
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    font-size:20px;
    border-bottom:none;
    padding:10px;
    background-color:#eee;
    margin-bottom:16px;
}

label
{
    font-size:15px;
}
legend .icon-caret-down, #brandedtop
{
    display:none;
}
</style>
<script>
    $(document).ready(function() {
        if ( window.location !== window.parent.location ) {
            $(".btn-large").hide();
        }
    });
</script>
                                
Show/Hide
Visible
DentalDependentInfo
DentalInsurancePlan == 15590093 || DentalInsurancePlan == 15590092 || DentalInsurancePlan == 15590105 || DentalInsurancePlan == 15590102 || DentalInsurancePlan == 15590083 || DentalInsurancePlan == 15590078
                                
Show/Hide
Visible
DependentCareAccountTitle
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentCareContributionAmount
DependentHealthAcctEnrollmentChoice == 49845
                                
Show/Hide
Visible
DependentCareContributionAmountTitle
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentHealthAcctEnrollmentChoice
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentInfo
HealthInsurancePlan == 15589781
                                
Show/Hide
Visible
FSAContributionAmount
FSAEnrollmentChoice == 49843
                                
Formula
Visible
HealthCareCompensation
//HealthCareCompensation
if((ServiceTimeAtTimeOfFiling == 4957 || ServiceTimeAtTimeOfFiling == 4956) && PensionAbleStatuses.includes(ClergyStatusAtTimeOfFiling)){
    HealthCareCompensationAmount
} else {
    0
}
                                
FORMULA CORRECTED AFTER UPDATING CLERGY STATUSES. NOTES BELOW ARE NOT VALID.

Field Name: Church's Appointment Fee for Health Insurance

NotEligibleForInsurance Constant
Not Eligible = [4943, 4942, 4941, 4944, 4930, 48976, 4946, 48975, 49168]


From spreadsheet
=IF(OR(A23="Retired Elder", A23="Retired Deacon", A23="Retired Associate Member",A23="Retired Licensed Local Pastor", A23="Certified Lay Minister", A23="Supervised Certified Lay Servant", A23="Other Supply", A23="Retired Other Denomination"),"Not Eligible","Eligible")
 
Constant
Visible
HealthCareCompensationAmount
1473*12
                                
Show/Hide
Visible
HousingAllowance
CompensationTags == 19938
                                
Show/Hide
Visible
MonthlyPersonalContribution
HealthSavingsAccountPersonalContributions == 49841 || HealthSavingsAccountPersonalContributions == 49840
                                
Constant
Visible
NotEligibleForPension
[4943, 4942, 4941, 4944, 4930, 48976, 49168, 4946, 48975]
                                
Constant
Visible
PensionAbleStatuses
[4920,4921,4927,4928,4929,48980,4932,4933,4934,4935,4938,4939,4940,48981]
                                
Original spreadsheet with eligibility here: https://docs.google.com/spreadsheets/d/1WxvwUddBCKUGN_Ip1c_osTCFE37iZtAD5GHaDL0llDw/edit#gid=0

CLERGY STATUSES BRT CAT ID ELIGIBLE FOR INSURANCE ELIGIBLE FOR PENSION
AF - AFFIL MEMB 4920 ✔ Eligible ✔ Eligible
AL - ADMINISTRATIVE LOCATION 23548 ❌ Not Eligible ❌ Not Eligible
AM - ASSOC MEMB 4921 ✔ Eligible ✔ Eligible
BH - BISHOP 4922 ❌ Not Eligible ❌ Not Eligible
CC - CERTIFIED CANDIDATE 4923 ❌ Not Eligible ❌ Not Eligible
DC - DEACONESS 4924 ❌ Not Eligible ❌ Not Eligible
DM - DIACONAL MIN 4925 ❌ Not Eligible ❌ Not Eligible
DR - RETIRED DIACONAL MINISTER 4926 ❌ Not Eligible ❌ Not Eligible
FD - DEACON IN FULL CONN 4927 ✔ Eligible ✔ Eligible
FE - ELDER IN FULL CONN 4928 ✔ Eligible ✔ Eligible
FL - FULL TIME LOCAL PASTOR 4929 ✔ Eligible ✔ Eligible
FLPTII - FULL TIME LOCAL PASTOR TEMPORARY INTERIM 48980 ✔ Eligible ✔ Eligible
HL - HONORABLE LOCATION 17738 ❌ Not Eligible ❌ Not Eligible
HR - HONORABLE LOCATION RETIRED 17739 ❌ Not Eligible ❌ Not Eligible
LM - CERTIFIED LAY MINISTER 4930 ❌ Not Eligible ❌ Not Eligible
NC - NO LONGER CLERGY 17740 ❌ Not Eligible ❌ Not Eligible
NL - LOCAL PASTOR (APPROVED, BUT NOT APPOINTED) 4931 ❌ Not Eligible ❌ Not Eligible
NS - NO STATUS IN IOWA 49425 ❌ Not Eligible ❌ Not Eligible
OA - ASSOC OTHER CONFERENCE 4932 ✔ Eligible ✔ Eligible
OD - DEACON MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4933 ✔ Eligible ✔ Eligible
ODR - OTHER DENOMINATION RESPONSIBLE 49389 ❌ Not Eligible ❌ Not Eligible
OE - ELDER MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4934 ✔ Eligible ✔ Eligible
OF - OTHER NON-METHODIST DENOMINATION 4935 ✔ Eligible ✔ Eligible
OP - PM SERVING OTHER CONFER 4936 ❌ Not Eligible ❌ Not Eligible
OR - RETIRED MEMBER OTHER CONFERENCE 4937 ❌ Not Eligible ❌ Not Eligible
PD - PROVISIONAL DEACON 4938 ✔ Eligible ✔ Eligible
PE - PROVISIONAL ELDER 4939 ✔ Eligible ✔ Eligible
PL - PART TIME LOCAL PASTOR 4940 ✔ Eligible ✔ Eligible
PM - PROVISIONAL MEMBER 48981 ✔ Eligible ✔ Eligible
RA - RETIRED ASSOC MEMBER (AM) 4941 ❌ Not Eligible ❌ Not Eligible
RD - RETIRED DEACON INFULL CONNECTION 4942 ❌ Not Eligible ❌ Not Eligible
RE - RETIRED ELDER 4943 ❌ Not Eligible ❌ Not Eligible
RL - RETIRED LOCAL PASTOR (LP) 4944 ❌ Not Eligible ❌ Not Eligible
ROCA - RETIRED OTHER CONFERENCE ASSOCIATE 48977 ❌ Not Eligible ❌ Not Eligible
ROCTII - RETIRED OTHER CONF TEMPORARY INTERIM 48979 ❌ Not Eligible ❌ Not Eligible
ROF - RETIRED NON-METHODIST DENOMINATION 49168 ❌ Not Eligible ❌ Not Eligible
RP - RETIRED PROVISIONAL MEMBER (PM) 4945 ❌ Not Eligible ❌ Not Eligible
SCLS - SUPERVISED CERTIFIED LAY SERVANT 48976 ❌ Not Eligible ❌ Not Eligible
SY - SUPPLIED/HIRED/ASSIGNED 4946 ❌ Not Eligible ❌ Not Eligible
SYOC - SUPPLY PASTOR OTHER CONF 48975 ❌ Not Eligible ❌ Not Eligible
Formula
Visible
PensionAmountPaidByChurch
//PensionAmountPaidByChurch
if(PastorsPension == 49866){
    //PensionIfEligible formula
    if(!NotEligibleForPension.includes(ClergyStatusAtTimeOfFiling)){
        //PensionAmount formula
        if(ServiceTimeAtTimeOfFiling == 4954){
        	//TotalCompForPensionCalculation * 0.09
        	if(CompensationTags == 19939){
                (BaseSalary * 1.25) * 0.09
            } else {
                (BaseSalary + HousingAllowance) * 0.09
            }
        } else {
        	//TotalCompForPensionCalculation * 0.15
        	if(CompensationTags == 19939){
                (BaseSalary * 1.25) * 0.15
            } else {
                (BaseSalary + HousingAllowance) * 0.15
            }
        }
    } else {
        0
    }    
} else {
    0
}
                                
Formula
Visible
PensionIfEligible
//PensionIfEligible
if(PensionAbleStatuses.includes(ClergyStatusAtTimeOfFiling)){ //eligible
    //PensionAmount formula
    if(ServiceTimeAtTimeOfFiling == 4954){ // 1/4 time
    	if(CompensationTags == 19939){ //parsonage
            (BaseSalary * 1.25) * 0.09
        } else { //not parsonage
            (BaseSalary + HousingAllowance) * 0.09
        }
    } else { //anything other than 1/4 time
    	if(CompensationTags == 19939){ //parsonage
            (BaseSalary * 1.25) * 0.15
        } else { //not parsonage
            (BaseSalary + HousingAllowance) * 0.15
        }
    }
} else { //not eligible
    0
}
                                
CLERGY STATUSES UPDATED

!NotEligibleForPension.includes(ClergyStatusAtTimeOfFiling) ? (ServiceTimeAtTimeOfFiling == 4954 ? (CompensationTags == 19939 ? CashCompensation * 1.25 : CashCompensation + HousingAllowance) * 0.09 : (CompensationTags == 19939 ? CashCompensation * 1.25 : CashCompensation + HousingAllowance) * 0.15) : 0


PensionAmount formula
if(ServiceTimeAtTimeOfFiling == 4954){
    //TotalCompForPensionCalculation * 0.09
    if(CompensationTags == 19939){
        (BaseSalary * 1.25) * 0.09
    } else {
        (BaseSalary + HousingAllowance) * 0.09
    }
} else {
    //TotalCompForPensionCalculation * 0.15
    if(CompensationTags == 19939){
        (BaseSalary * 1.25) * 0.15
    } else {
        (BaseSalary + HousingAllowance) * 0.15
    }
}
Show/Hide
Visible
PensionIfEligible
false
                                
Formula
Visible
TotalCompensation
//TotalCompensation
BaseSalary+HousingAllowance
                                
if(CompensationTags != 19938){
   BaseSalary 
} else {
    BaseSalary+HousingAllowance
}
Formula
Visible
TotalCompForPensionCalculation
//TotalCompForPensionCalculation
if(CompensationTags == 19939){
	BaseSalary * 1.25
} else {
	BaseSalary + HousingAllowance
}
                                
CompensationTags == 19939 ? BaseSalary * 1.25 : BaseSalary + HousingAllowance
Show/Hide
Visible
TotalCompForPensionCalculation
false
                                
Formula
Visible
TotalCompPackage
//TotalCompPackage
TotalCompensation + 
TravelReimbursement + 
TotalNonTravelExpenses + 
HealthCareCompensation + 
PensionAmountPaidByChurch
                                
Formula
Visible
TotalNonTravelExpenses
//TotalNonTravelExpenses
ContinuingEducationExpense+Coaching+AnnualConferenceExpense+OtherReimbursedExpense
                                
Fall 2022 Filing for 2023 Compensation Click green hover fields to copy
Filing dates 10/1/2022 to: 12/31/2022
Comp dates 1/1/2023 to: 12/31/2023
Splits
Approval stages
District
Report fields
People.FirstName,People.LastName,ClergyStatusAtTimeOfFiling,ServiceTimeAtTimeOfFiling,DateOfChargeConference,Church,District,Parish,ExtensionMinistry,ExtensionMinistryList,SalaryBreakdown,BaseSalary,CompensationTags,HousingAllowance,TotalCompensation,TravelReimbursement,TotalCompForPensionCalculation,PensionIfEligible,ContinuingEducationExpense,Coaching,AnnualConferenceExpense,OtherReimbursedExpense,TotalNonTravelExpenses,HealthCareCompensation,PastorsPension,PensionAmountPaidByChurch,UtilityExclusion,TotalCompPackage,PensionAmount,HealthInsurancePlan,DependentInfo,PrimaryCarePhysician,HealthSavingsFieldInfo,HealthSavingsOrReimbursementAccount,HealthSavingsAccountPersonalContributions,MonthlyPersonalContribution,FSATitle,FSAEnrollmentChoice,FSAContributionAmount,DependentHealthAcctEnrollmentChoice,DependentCareContributionAmount,DentalInsurancePlan,DentalDependentInfo,EquitableComp,DistrictComp,NewChurchComp,PreTaxPipPercent,PreTaxPip,RothContributionsPercent,RothContributions,AfterTaxPipPercent,AfterTaxPip,VisionInsurancePlan,LifeInsurancePlan,SignaturePastor,SignatureDistrict,CompiledCompensationFiles,Submitted,FullyApproved,Approvals
<View Id="Comp2022" TableId="Content" Inherits="ClergyCompForm"><Fields><FieldSet Id="SalarySource" Invisible="false"><Relationship Id="Church" Invisible="false" /></FieldSet><FieldSet Id="SalaryInfo"><Category Id="PastorsPension" Required="true" /><Relationship Id="HealthInsurancePlan" Required="true" /><Category Id="HealthSavingsOrReimbursementAccount" Required="true" /><Category Id="HealthSavingsAccountPersonalContributions" Required="true" /><Category Id="FSAEnrollmentChoice" Required="true" /><Relationship Id="DentalInsurancePlan" Required="true" /></FieldSet><FieldSet Id="FilingInfo"><Category Id="ServiceTimeAtTimeOfFiling" Name="Service Percentage" /></FieldSet><FieldSet Id="SignatureFields"><CustomField Id="SignaturePastorBens" Cmd="Remove" /></FieldSet></Fields></View>
                                                
Redirect to: https://www.iaumc.org/peopleportal/compensation?lastperson=yes
Scripts
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    font-size:15px;
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Show/Hide
Visible
DentalDependentInfo
DentalInsurancePlan == 15590093 || DentalInsurancePlan == 15590092 || DentalInsurancePlan == 15590105 || DentalInsurancePlan == 15590102 || DentalInsurancePlan == 15590083 || DentalInsurancePlan == 15590078
                                
Show/Hide
Visible
DependentCareAccountTitle
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentCareContributionAmount
DependentHealthAcctEnrollmentChoice == 49845
                                
Show/Hide
Visible
DependentCareContributionAmountTitle
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentHealthAcctEnrollmentChoice
HealthInsurancePlan == 15589781 && FSAEnrollmentChoice == 49843
                                
Show/Hide
Visible
DependentInfo
HealthInsurancePlan == 15589781
                                
Show/Hide
Visible
FSAContributionAmount
FSAEnrollmentChoice == 49843
                                
Formula
Visible
HealthCareCompensation
//HealthCareCompensation
if((ServiceTimeAtTimeOfFiling == 4957 || ServiceTimeAtTimeOfFiling == 4956) && PensionAbleStatuses.includes(ClergyStatusAtTimeOfFiling)){
    HealthCareCompensationAmount
} else {
    0
}
                                
FORMULA CORRECTED AFTER UPDATING CLERGY STATUSES. NOTES BELOW ARE NOT VALID.

Field Name: Church's Appointment Fee for Health Insurance

NotEligibleForInsurance Constant
Not Eligible = [4943, 4942, 4941, 4944, 4930, 48976, 4946, 48975, 49168]


From spreadsheet
=IF(OR(A23="Retired Elder", A23="Retired Deacon", A23="Retired Associate Member",A23="Retired Licensed Local Pastor", A23="Certified Lay Minister", A23="Supervised Certified Lay Servant", A23="Other Supply", A23="Retired Other Denomination"),"Not Eligible","Eligible")
 
Constant
Visible
HealthCareCompensationAmount
1473*12
                                
Show/Hide
Visible
HousingAllowance
CompensationTags == 19938
                                
Show/Hide
Visible
MonthlyPersonalContribution
HealthSavingsAccountPersonalContributions == 49841 || HealthSavingsAccountPersonalContributions == 49840
                                
Constant
Visible
NotEligibleForPension
[4943, 4942, 4941, 4944, 4930, 48976, 49168, 4946, 48975]
                                
Constant
Visible
PensionAbleStatuses
[4920,4921,4927,4928,4929,48980,4932,4933,4934,4935,4938,4939,4940,48981]
                                
Original spreadsheet with eligibility here: https://docs.google.com/spreadsheets/d/1WxvwUddBCKUGN_Ip1c_osTCFE37iZtAD5GHaDL0llDw/edit#gid=0

CLERGY STATUSES BRT CAT ID ELIGIBLE FOR INSURANCE ELIGIBLE FOR PENSION
AF - AFFIL MEMB 4920 ✔ Eligible ✔ Eligible
AL - ADMINISTRATIVE LOCATION 23548 ❌ Not Eligible ❌ Not Eligible
AM - ASSOC MEMB 4921 ✔ Eligible ✔ Eligible
BH - BISHOP 4922 ❌ Not Eligible ❌ Not Eligible
CC - CERTIFIED CANDIDATE 4923 ❌ Not Eligible ❌ Not Eligible
DC - DEACONESS 4924 ❌ Not Eligible ❌ Not Eligible
DM - DIACONAL MIN 4925 ❌ Not Eligible ❌ Not Eligible
DR - RETIRED DIACONAL MINISTER 4926 ❌ Not Eligible ❌ Not Eligible
FD - DEACON IN FULL CONN 4927 ✔ Eligible ✔ Eligible
FE - ELDER IN FULL CONN 4928 ✔ Eligible ✔ Eligible
FL - FULL TIME LOCAL PASTOR 4929 ✔ Eligible ✔ Eligible
FLPTII - FULL TIME LOCAL PASTOR TEMPORARY INTERIM 48980 ✔ Eligible ✔ Eligible
HL - HONORABLE LOCATION 17738 ❌ Not Eligible ❌ Not Eligible
HR - HONORABLE LOCATION RETIRED 17739 ❌ Not Eligible ❌ Not Eligible
LM - CERTIFIED LAY MINISTER 4930 ❌ Not Eligible ❌ Not Eligible
NC - NO LONGER CLERGY 17740 ❌ Not Eligible ❌ Not Eligible
NL - LOCAL PASTOR (APPROVED, BUT NOT APPOINTED) 4931 ❌ Not Eligible ❌ Not Eligible
NS - NO STATUS IN IOWA 49425 ❌ Not Eligible ❌ Not Eligible
OA - ASSOC OTHER CONFERENCE 4932 ✔ Eligible ✔ Eligible
OD - DEACON MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4933 ✔ Eligible ✔ Eligible
ODR - OTHER DENOMINATION RESPONSIBLE 49389 ❌ Not Eligible ❌ Not Eligible
OE - ELDER MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4934 ✔ Eligible ✔ Eligible
OF - OTHER NON-METHODIST DENOMINATION 4935 ✔ Eligible ✔ Eligible
OP - PM SERVING OTHER CONFER 4936 ❌ Not Eligible ❌ Not Eligible
OR - RETIRED MEMBER OTHER CONFERENCE 4937 ❌ Not Eligible ❌ Not Eligible
PD - PROVISIONAL DEACON 4938 ✔ Eligible ✔ Eligible
PE - PROVISIONAL ELDER 4939 ✔ Eligible ✔ Eligible
PL - PART TIME LOCAL PASTOR 4940 ✔ Eligible ✔ Eligible
PM - PROVISIONAL MEMBER 48981 ✔ Eligible ✔ Eligible
RA - RETIRED ASSOC MEMBER (AM) 4941 ❌ Not Eligible ❌ Not Eligible
RD - RETIRED DEACON INFULL CONNECTION 4942 ❌ Not Eligible ❌ Not Eligible
RE - RETIRED ELDER 4943 ❌ Not Eligible ❌ Not Eligible
RL - RETIRED LOCAL PASTOR (LP) 4944 ❌ Not Eligible ❌ Not Eligible
ROCA - RETIRED OTHER CONFERENCE ASSOCIATE 48977 ❌ Not Eligible ❌ Not Eligible
ROCTII - RETIRED OTHER CONF TEMPORARY INTERIM 48979 ❌ Not Eligible ❌ Not Eligible
ROF - RETIRED NON-METHODIST DENOMINATION 49168 ❌ Not Eligible ❌ Not Eligible
RP - RETIRED PROVISIONAL MEMBER (PM) 4945 ❌ Not Eligible ❌ Not Eligible
SCLS - SUPERVISED CERTIFIED LAY SERVANT 48976 ❌ Not Eligible ❌ Not Eligible
SY - SUPPLIED/HIRED/ASSIGNED 4946 ❌ Not Eligible ❌ Not Eligible
SYOC - SUPPLY PASTOR OTHER CONF 48975 ❌ Not Eligible ❌ Not Eligible
Formula
Visible
PensionAmountPaidByChurch
//PensionAmountPaidByChurch
if(PastorsPension == 49866){
    //PensionIfEligible formula
    if(!NotEligibleForPension.includes(ClergyStatusAtTimeOfFiling)){
        //PensionAmount formula
        if(ServiceTimeAtTimeOfFiling == 4954){
        	//TotalCompForPensionCalculation * 0.09
        	if(CompensationTags == 19939){
                (BaseSalary * 1.25) * 0.09
            } else {
                (BaseSalary + HousingAllowance) * 0.09
            }
        } else {
        	//TotalCompForPensionCalculation * 0.15
        	if(CompensationTags == 19939){
                (BaseSalary * 1.25) * 0.15
            } else {
                (BaseSalary + HousingAllowance) * 0.15
            }
        }
    } else {
        0
    }    
} else {
    0
}
                                
Formula
Visible
PensionIfEligible
//PensionIfEligible
if(PensionAbleStatuses.includes(ClergyStatusAtTimeOfFiling)){ //eligible
    //PensionAmount formula
    if(ServiceTimeAtTimeOfFiling == 4954){ // 1/4 time
    	if(CompensationTags == 19939){ //parsonage
            (BaseSalary * 1.25) * 0.09
        } else { //not parsonage
            (BaseSalary + HousingAllowance) * 0.09
        }
    } else { //anything other than 1/4 time
    	if(CompensationTags == 19939){ //parsonage
            (BaseSalary * 1.25) * 0.15
        } else { //not parsonage
            (BaseSalary + HousingAllowance) * 0.15
        }
    }
} else { //not eligible
    0
}
                                
CLERGY STATUSES UPDATED

!NotEligibleForPension.includes(ClergyStatusAtTimeOfFiling) ? (ServiceTimeAtTimeOfFiling == 4954 ? (CompensationTags == 19939 ? CashCompensation * 1.25 : CashCompensation + HousingAllowance) * 0.09 : (CompensationTags == 19939 ? CashCompensation * 1.25 : CashCompensation + HousingAllowance) * 0.15) : 0


PensionAmount formula
if(ServiceTimeAtTimeOfFiling == 4954){
    //TotalCompForPensionCalculation * 0.09
    if(CompensationTags == 19939){
        (BaseSalary * 1.25) * 0.09
    } else {
        (BaseSalary + HousingAllowance) * 0.09
    }
} else {
    //TotalCompForPensionCalculation * 0.15
    if(CompensationTags == 19939){
        (BaseSalary * 1.25) * 0.15
    } else {
        (BaseSalary + HousingAllowance) * 0.15
    }
}
Show/Hide
Visible
PensionIfEligible
false
                                
Formula
Visible
TotalCompensation
//TotalCompensation
BaseSalary+HousingAllowance
                                
if(CompensationTags != 19938){
   BaseSalary 
} else {
    BaseSalary+HousingAllowance
}
Formula
Visible
TotalCompForPensionCalculation
//TotalCompForPensionCalculation
if(CompensationTags == 19939){
	BaseSalary * 1.25
} else {
	BaseSalary + HousingAllowance
}
                                
CompensationTags == 19939 ? BaseSalary * 1.25 : BaseSalary + HousingAllowance
Show/Hide
Visible
TotalCompForPensionCalculation
false
                                
Formula
Visible
TotalCompPackage
//TotalCompPackage
TotalCompensation + 
TravelReimbursement + 
TotalNonTravelExpenses + 
HealthCareCompensation + 
PensionAmountPaidByChurch
                                
Formula
Visible
TotalNonTravelExpenses
//TotalNonTravelExpenses
ContinuingEducationExpense+Coaching+AnnualConferenceExpense+OtherReimbursedExpense