Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$122K
- Life$115K
- Vision$41K
Sponsor portfolio
JOSEPH GALLO CHEESE COMPANY, LP
EIN 88-1723741Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$163K premiums
Participants
534
10561 STATE HIGHWAY 140 - ATWATER, CA 95301209-394-7984
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $163K premiums / 248 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- SUN LIFE ASSURANCE COMPANY OF CANADA70%
- VISION SERVICE PLAN25%
- HEALTH ADVOCATE SOLUTIONS, INC.4%
Broker market share
Schedule A broker compensation
73%top
- BENNIE INSURANCE, LLC73%
- REUBEN WARNER ASSOCIATES, INC.27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOSEPH GALLO FARMS 401(K) PLAN
401k
Assets$16.8M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO HEALTH & WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$163K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH GALLO FARMS 401(K) PLAN | 401k | $16.8M | 284 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO HEALTH & WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $163K | 248 | 2025 |
Retirement plans
Welfare plans