2023 Form 5500 filing — E. & J. Gallo Winery Union Retirement Plan
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 20240923134003NAL0006669299001) for E. & J. Gallo Winery Union Retirement Plan, reported by E. & J. Gallo Winery under EIN 94-1009696 and plan number 015. It reports 3,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923134003NAL0006669299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E. & J. Gallo Winery
- EIN
- 94-1009696
- Plan number
- 015
- Location
- Modesto, CA
- Participants
- 3,180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,581,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,581,849
- Employer contributions
- $8,215,158
- Participant contributions
- $12,686,706
- Total income / additions
- $58,086,740
- Benefits paid
- $16,173,884
- Administrative expenses
- $283,945
- Total expenses
- $16,508,390
- Net increase / (decrease)
- $41,578,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $161,330 | $0 |
| Vanguard Advisers Inc. | NONE | $146,215 | not reported in the loaded dataset |