Plain-English plan 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, E. & J. Gallo Winery Union Retirement Plan is a benefit plan reported by E. & J. Gallo Winery under EIN 94-1009696 and plan number 015. The latest loaded filing year is 2023. The filing reports 3,180 participants and $269,581,849 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,581,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,581,849
- Net assets (BOY)
- $228,364,412
Income & contributions
- Employer contributions
- $8,215,158
- Participant contributions
- $12,686,706
- Total contributions
- $21,023,789
- Total income / additions
- $58,086,740
Expenses & distributions
- Benefits paid
- $16,173,884
- Administrative expenses
- $283,945
- Total expenses
- $16,508,390
- Net increase / (decrease)
- $41,578,350