Member Application

Submit your application for approval. Temporary membership may be granted by the CBA Executive Committee, pending final ratification by the general membership at the CBA Annual Meeting. Be sure to view membership eligibility and dues categories before proceeding. 

Membership Application

Membership Eligibility

Membership in the CBA shall be open to any entity that is:

Exempt from federal income tax under Code Section 501(c)(3) and responsible for the administration of a church benefit plan of a religious denomination or association of churches; otherwise described in Code Section 414(e)(3); or engaged in similar activities and approved for membership by the CBA Executive Committee. Notwithstanding the foregoing, all Members must be publicly supported organizations described in Code Sections 509(a)(1) or 509(a)(2). Temporary membership may be granted by the CBA Executive Committee, pending final ratification by the general membership at the CBA Annual Meeting.

Member Dues Categories

Annual dues assessments are authorized by the Executive Committee and subject to approval of the general membership at the annual meeting. Dues are based on total assets managed in the areas of pension and health plans.

Dues shall be based on aggregate benefit plan assets under management by members, i.e., including pension, retirement, health and welfare plan assets. In the context of group health plans to reflect the scope of coverage, the asset base for self-insured health plans should be the greater of health plan assets or annual health plan claims paid. In the case of organizations with group health plans that are fully insured, rather than health plan assets, health plan assets for dues purpose will be based on annual premium spend.

Members should exclude non-plan assets, i.e., assets managed for institutional investors, relief and charitable funds, and operating reserves and other non-benefit plan liquid net assets when reporting total assets to CBA.

CBA MEMBER DUES SCHEDULE (2024):