Important Dates
Click here for a list of important dates for parish administration, including submitting your Parochial Report, Annual Enrollment, Parish Pledge, and others.
Administrators & Treasurers Workshop Presentations

Managing parish finances and benefits is a demanding job. That is why Susan Allen, our Program and Benefits Administrator, hosts the Administrators and Treasurers Workshop to help you navigate it. This section is an archive of her presentation slides, giving you an on-demand reference for the exact policies and rates.
You will find clear breakdowns of benefits, changes for 2027, best practices, and cost-saving strategies.
Whether you are a brand new treasurer or a vestry member trying to finalize an annual budget, download the slides below for the latest guidance. If you run into specific issues with health insurance or pension forms, you can contact Susan directly at sallen@diosova.org.
Church Pension Group
With MyCPG Accounts, every member can now access all their CPG products and benefits in one place. Institution administrators will also access My Admin Portal with the same login.

Church Property Insurance
Churches in the Diocese of Southern Virginia are required to meet minimum insurance requirements. If your church is insured through Church Insurance Agency you have already met these requirements. If you are not insured through Church Insurance Agency please check if your current policy meets these requirements.
Click here to view our current minimum insurance requirements.
Safety & Insurance Handbook from Church Insurance Agency
Health Insurance
Annual Enrollment for 2027
Annual Enrollment for active employees and pre-65 former employees will take place October 14 – November 6.
Annual Enrollment for post-65 former employees will take place October 21 – November 20.
The 2027 health benefits overview, health and dental plan comparisons, and health and dental plan rates will be posted below as soon as they are available.
Insurance for Clergy and Lay Employees
For information on rates and a summary of the plans, follow the links below. In order for you to enroll, you must be employed by the Diocese or a parish or mission of this diocese as an exempt employee or an hourly employee working 1,500 hours or more a year. If you are interested in enrolling, please contact Susan Allen, 757-213-3391 or sallen@diosova.org.
Summaries of Benefits and Coverage and Plan Document Handbooks containing more information about the available plans may be found on the Church Pension Group website at www.cpg.org/mtdocs.
2027 Annual Enrollment Health Benefits Overview
2027 Health & Dental Plan Comparisons
2027 Health & Dental Plan Rates
2026 Annual Enrollment Health Benefits Overview
2026 Health & Dental Plan Comparisons
2026 Health & Dental Plan Rates
Protection against surprise medical bills
This notice explains the difference between “balance billing” and “surprise billing” and spells our your rights and protections if you believe you are wrongly billed.
Disability Claims
To file a claim use Aflac’s online portal or call 800-206-8826. If you have questions or concerns, contact CPG at 800-480-9967, or email mtcustserv@cpg.org.
Diocese of Southern Virginia Cafeteria Plan
What is a cafeteria plan?
The Diocese of Southern Virginia’s cafeteria plan allows employees of our churches and their affiliates, such as a church’s school (same employer identification number) to pay for health insurance (medical insurance and dental insurance) with a portion of their pay before taxes are withheld. This cafeteria plan meets the requirements of the Internal Revenue Code.
Churches will benefit by having a cafeteria plan if:
- They have health insurance coverage through The Episcopal Church Medical Trust AND
- They have employees who pay for a portion of their health insurance costs.
How churches can participate in our cafeteria plan:
- Review The Episcopal Diocese of Southern Virginia Cafeteria Plan and supplemental documents to include the Participation Agreement and Adopting Resolution.
- Pass a vestry resolution adopting the Cafeteria Plan.
- Forward a signed copy of the Resolution and Supplemental Participation Agreement to Director of Finance and Administration Judy Dobson, jdobson@diosova.org, in the Diocesan Office for approval.
- After the Diocese notifies the church of its approval, the church will redirect all employee health insurance deductions from a post-tax to a pre-tax basis. The church will also retain all documents associated with the cafeteria plan to include the cafeteria plan, the summary of the cafeteria plan, signed resolution adopting the cafeteria plan, and the supplemental participation agreement.
Plan Documents
Diocese of Southern Virginia Cafeteria Plan
Cafeteria Plan Summary Description
Resolution and Supplemental Participation Agreement
For questions about the cafeteria plan contact Director of Finance and Administration Judy Dobson, jdobson@diosova.org or 757-213-3386.
Clergy Compensation Information & Guidelines
These are merely guidelines to be used by the vestry and clergy to determine compensation for the clergy.
2026 Clergy Compensation Information and Guidelines
What to do when someone is hired or leaves their job
Church Pension Fund
Information regarding the Church Pension Fund for clergy and lay employees can be found here: http://www.cpg.org/.
Pension
Insurance
Employment Forms
Background Checks
Episcopal churches have the option for background check services under a negotiated plan between Church Pension Group and Praesidium (www.praesidiuminc.com), the creators of Safeguarding Online Safe Church Training. There is no monthly fee or setup cost, the church only pays for the actual background check, and most results are available within 3 business days. For more information, or to set up an account, contact Praesidium at 800-743-6354 or praesidium@praesidiuminc.com.
Churches can also use the Virginia State Police Criminal History Records Check found here. Results are typically received in 15-20 business days.
Parochial Report, Journal Information Form, and Salary Survey
2025 Parochial Report
The instructions for the 2025 Parochial Report are now available on the General Convention website here. Although a downloadable form is available, please be aware that reports must be entered online to be marked as complete.
Churches should file their reports online here.
Filing opens January 5, 2026 and closes March 1, 2026.
If you have questions, please contact Susan Allen at 757-213-3391 or sallen@diosova.org.
Journal Information Form & Salary Survey
The following two forms need to be completed by each church and returned to the diocese by March 1, 2026:
Open and SAVE these forms on your computer. Then you can complete, save, and email them to Susan Allen at sallen@diosova.org. Alternatively, you may print, fill out by hand, and mail the forms to us at 11832 Rock Landing Dr., Suite 100, Newport News, VA 23606-4231. The salary survey may be submitted on an Excel spreadsheet instead of using the form above. This spreadsheet can be saved and updated each year, making the process a little easier for you. If you have questions, please contact Susan Allen at 757-213-3391 or sallen@diosova.org.
Parish Pledge Form
Diocesan Pledge forms are mailed to each church in October. Pledges are due to the diocese December 1.
If your church did not receive a pledge form, contact Judy Dobson at 757-213-3386 or jdobson@diosova.org.
Standard Mileage Rate
From July 1 – December 31, 2026, the standard mileage rates for the use of a car, van, pickup or panel truck will be:
- 76 cents per mile driven for business use (from January 1 – June 30, 2026, the rate was 72.5 cents),
- 23.5 cents per mile driven for deductible medical purposes, or moving purposes for certain active-duty members of the Armed Forces and intelligence community (from January 1 – June 30, 2026, the rate was 20.5 cents), and
- 14 cents per mile driven in service of charitable organizations (this rate is set by statute and remains unchanged).
The rates apply to fully-electric and hybrid automobiles, as well as gasoline and diesel-powered vehicles.