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 2019 Annual Report PDF

View 2018 Annual Report PDF

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 2019 Investment Portfolio PDF