Plan5500

E. & J. Gallo Winery Master Health & Dental Plan — Form 5500 plan (E. & J. Gallo Winery)

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 Master Health & Dental Plan is a benefit plan reported by E. & J. Gallo Winery under EIN 94-1009696 and plan number 515. The latest loaded filing year is 2023. The filing reports 5,770 participants and $26,713,876 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.8MPlan net assets, end of year$22,767,845
Participants5.8KCovered participants reported5,770
Assets / participant$4.6KComputed: assets ÷ participants$4,630 (computed)
Provider compensation$8.4M11 Schedule C provider row(s)$8,359,778
Plan sponsor
E. & J. Gallo Winery
EIN
94-1009696
Plan number
515
Plan type
2
Location
Modesto, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,770 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.7M total assets
Net assets$22.8MLiabilities$3.9M
Money in vs. money out
Total income / additions$81.7M
Total expenses$79.1M
Benefits paid / distributions$75.7M
Contributions
Employer$63.4M
Participant$17.9M
Full reported line items

Net assets

Total assets (EOY)
$26,713,876
Total liabilities (EOY)
$3,946,031
Net assets (EOY)
$22,767,845
Net assets (BOY)
$20,192,468

Income & contributions

Employer contributions
$63,383,166
Participant contributions
$17,899,223
Total contributions
$81,282,389
Total income / additions
$81,715,042

Expenses & distributions

Benefits paid
$75,747,027
Administrative expenses
$3,392,638
Total expenses
$79,139,665
Net increase / (decrease)
$2,575,377
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 78%Participant 22%
Total expenses ÷ net assets348%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets37%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Emiprx Health$3M
    CONTRACT ADMIN · Direct $3M
  2. 2
    Vivio Health, Inc. Rx$2.8M
    PHARMACY BENEFIT MGMT · Direct $2.8M
  3. 3
    Accolade,Inc.$775.6K
    CONTRACT ADMIN · Direct $775.6K
  4. 4
    Webtpa$625K
    CONTRACT ADMIN · Direct $625K
  5. 5
    Aetna Network Services$425.7K
    CONTRACT ADMIN · Direct $425.7K
  6. 6
    Ascendant Health Care$405.2K
    CONTRACT ADMIN · Direct $405.2K
  7. 7
    Empyrean Benefit Solutions, Inc.$253.2K
    CONTRACT ADMIN · Direct $253.2K
  8. 8
    Color Genomics$32.5K
    CONTRACT ADMIN · Direct $32.5K
  9. 9
    Progyny$23.1K
    CONTRACT ADMIN · Direct $23.1K
  10. 10
    Health Bridges Of Norther Ca$15.7K
    CONTRACT ADMIN · Direct $15.7K
  11. 11
    Healthcare Strategies Ccmu$11.6K
    CONTRACT ADMIN · Direct $11.6K

What to inspect next

Frequently asked questions

Who sponsors the E. & J. Gallo Winery Master Health & Dental Plan?
E. & J. Gallo Winery Master Health & Dental Plan is reported as sponsored by E. & J. Gallo Winery (EIN 94-1009696, plan number 515) in public Form 5500 filings.
What is the most recent Form 5500 filing year for E. & J. Gallo Winery Master Health & Dental Plan?
The latest Form 5500 filing year loaded for E. & J. Gallo Winery Master Health & Dental Plan is 2023.
How many participants does E. & J. Gallo Winery Master Health & Dental Plan report?
E. & J. Gallo Winery Master Health & Dental Plan reports 5,770 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for E. & J. Gallo Winery Master Health & Dental Plan?
E. & J. Gallo Winery Master Health & Dental Plan reports $26,713,876 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages