2024 Annual Report: Community Impact

As a ministry of the ELCA, Portico Benefit Services relies upon and gives strength to our members, congregations, and all who do good in this world as part of our broader community. In this report, we share highlights of how together we made a difference in the world in 2024 — for our members, our community, and each other.
This past year, Portico remained committed to supporting your calling by balancing trusted services with innovation. We served over 52,000 members, stewarded $8.6 billion, and improved benefits with options like Value Copay and Roth contributions. We are expanding virtual care, enhancing support services, and improving digital access.
In all these efforts, we remain guided by our vision: Enhancing lives. Strengthening ministry. Together for life.
How Portico Members Engaged in 2024

- $199,000 debt paid off by members via LSS of MN Financial Counseling
- ~26,000 total sessions with Sword Thrive, Move, and Bloom digital physical therapy and mobility
- 15.17% average of members’ income saved for retirement (Traditional)
- 10% of Medicare Advantage plan members participated in SilverSneakers
Your Resources + Our Reach
By leveraging the contributions of our participating organizations, we offer access to top-tier retirement benefits typically reserved for large corporations. Through careful financial stewardship and a commitment to long-term well-being, we help members retire with confidence and dignity.
$209M annuity payments made in 2024 and an increase of 5.3% was approved to take effect Jan. 1, 2025
Your Commitment + Our Support
This partnership reflects a shared commitment to financial well-being, combining your dedication to caring for staff with our value-aligned solutions. By simplifying complex financial decisions, we help members achieve greater stability and peace of mind, ensuring fair, high-quality benefits that support their future.
14,200 members (Traditional) worked with a Portico Financial Planner in 2024
Your Well-Being + Our Comprehensive Benefits
Access to high-quality medical guidance anytime, anywhere reduces care barriers, saves time, and improves access — especially in rural areas. Our bundled, whole-person health approach enhances convenience and affordability, and it empowers individuals to manage well-being, aligning with your commitment to whole-person care.
2,998 text/virtual visits to 98point6® in 2024
Your Ministry + Our Legacy
Insights from 4,100+ 2024 Benefits reexamined survey responses help us align offerings with evolving employee and organizational needs. This feedback guides our mission to support well-being, strengthen workplace culture, and help employers deliver meaningful, value-driven benefits that boost satisfaction and retention.
4,100+ Benefits reexamined survey responses in 2024
You + The People of Portico
This honor places our Customer Care Center among the nation’s top call centers for efficiency, customer satisfaction, and service quality. Year after year, this achievement reflects our commitment to exceptional support. Our Customer Care Center team ensures every interaction is guided by care, expertise, and responsiveness, reaffirming our promise of outstanding service.
10th consecutive year of our Customer Care Center being named a Center of Excellence by Benchmark Portal
