Start Co-browsing Session Contacts Chat with a Representative Help

Financial Information

Portico Benefit Services makes the following financial documents available annually.

Annual Report

Our Annual Report provides specifics about the financial health of Portico and its Plans and Trusts, and demonstrates our stewardship to the ELCA, plan members and their beneficiaries.

View 2018 Annual Report PDF 3.35 MB
View 2017 Annual Report PDF 1.75 MB
View 2016 Annual Report PDF 1.75 MB

Investment Portfolio

The Investment Portfolio provides a detailed listing of all securities held in the various investment pools of Portico Benefit Services. Including the number of shares held, interest rates, maturity dates, total costs, and market values.

View 2017 Investment Portfolio PDF 5.7 MB