Plan5500

Gallo Pension Plan For Non-Union Employees — Form 5500 plan (Gallo Vineyards, Inc.)

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, Gallo Pension Plan For Non-Union Employees is a benefit plan reported by Gallo Vineyards, Inc. under EIN 94-1409660 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $31,651,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gallo Vineyards, Inc.
EIN
94-1409660
Plan number
001
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
516
End-of-year plan assets
$31,651,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023516H, C20240924165918NAL0007621571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,651,227
Total liabilities (EOY)
$0
Net assets (EOY)
$31,651,227
Net assets (BOY)
$31,084,315

Income & contributions

Total contributions
$0
Total income / additions
$4,943,560

Expenses & distributions

Benefits paid
$4,153,377
Administrative expenses
$223,271
Total expenses
$4,376,648
Net increase / (decrease)
$566,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingACTUARY$69,848not reported in the loaded dataset2023
Arrowstreet Capital Limited PartnerINVESTMENT MANAGEMENT$55,375not reported in the loaded dataset2023
Northern Trust CorporationTRUSTEE$25,355not reported in the loaded dataset2023
Loomis, Sayles & Company, L.PINVESTMENT MANAGEMENT$23,157not reported in the loaded dataset2023

Related Form 5500 pages