E. & J. Gallo Winery Master Retirement Trust — 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 Retirement Trust is a benefit plan reported by E. & J. Gallo Winery under EIN 73-1649476 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,942,393,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E. & J. Gallo Winery
- EIN
- 73-1649476
- Plan number
- 001
- Plan type
- 4
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,942,393,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240923133836NAL0023596994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,942,393,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,942,393,530
- Net assets (BOY)
- $1,667,980,804
Income & contributions
- Total contributions
- $0
- Total income / additions
- $289,900,898
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $289,900,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $0 | $0 | 2023 |
| America International Group, Inc. | NONE | $0 | $0 | 2023 |
| Voya Financial | NONE | $0 | $0 | 2023 |
| Prudential Ins. Co. Of America | NONE | $0 | $0 | 2023 |
| Transamerica | NONE | $0 | $0 | 2023 |
| Vanguard Advisors Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E. & J. Gallo Winery
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- The Vanguard Group, Inc. — Schedule C compensation
- America International Group, Inc. — Schedule C compensation
- Voya Financial — Schedule C compensation
- Prudential Ins. Co. Of America — Schedule C compensation
- Transamerica — Schedule C compensation
- Vanguard Advisors Inc. — Schedule C compensation