2023 Form 5500 filing — Gallo Pension Plan For Non-Union Employees
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 20240924165918NAL0007621571001) for Gallo Pension Plan For Non-Union Employees, reported by Gallo Vineyards, Inc. under EIN 94-1409660 and plan number 001. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924165918NAL0007621571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gallo Vineyards, Inc.
- EIN
- 94-1409660
- Plan number
- 001
- Location
- Modesto, CA
- Participants
- 516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,651,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,651,227
- Total income / additions
- $4,943,560
- Benefits paid
- $4,153,377
- Administrative expenses
- $223,271
- Total expenses
- $4,376,648
- Net increase / (decrease)
- $566,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARY | $69,848 | not reported in the loaded dataset |
| Arrowstreet Capital Limited Partner | INVESTMENT MANAGEMENT | $55,375 | not reported in the loaded dataset |
| Northern Trust Corporation | TRUSTEE | $25,355 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P | INVESTMENT MANAGEMENT | $23,157 | not reported in the loaded dataset |