2023 Form 5500 filing — E. & J. Gallo Winery Master Retirement Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923133836NAL0023596994001) for E. & J. Gallo Winery Master Retirement Trust, reported by E. & J. Gallo Winery under EIN 73-1649476 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923133836NAL0023596994001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- E. & J. Gallo Winery
- EIN
- 73-1649476
- Plan number
- 001
- Location
- Modesto, CA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,942,393,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,942,393,530
- Total income / additions
- $289,900,898
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $289,900,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $0 | $0 |
| America International Group, Inc. | NONE | $0 | $0 |
| Voya Financial | NONE | $0 | $0 |
| Prudential Ins. Co. Of America | NONE | $0 | $0 |
| Transamerica | NONE | $0 | $0 |
| Vanguard Advisors Inc. | NONE | $0 | $0 |