Legal Disclosures

Wespath is a general agency of The United Methodist Church, a 501(c)(3) tax-exempt organization. Wespath administers benefit plans and its affiliates, UMC Benefit Board, Inc. (“UMCBB”) and Wespath Institutional Investments, LLC (“WII”), provide investment management services. UMCBB provides investment management services to funds made available to benefit plan participants and beneficiaries, plan sponsors and other institutions controlled by, associated with, or related to The United Methodist Church. WII provides investment management services to funds made available to institutional investors controlled by, associated with, or related to The United Methodist Church. WII may also provide direct investment advisory services to those institutional institutions. WII and UMCBB utilize certain shared personnel, including investment professionals.