Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
E. & J. GALLO WINERY
EIN 94-1009696ManufacturingLatest filing 2024
Plans
4
Retirement
2
$2.05B assets
Welfare
2
$49.4M premiums
Participants
22,258
P.O. BOX 1130 - MODESTO, CA 953531130209-341-4859
Retirement portfolio analytics
2 plans aggregated / $2.05B assets / 10,116 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $49.4M premiums / 13,284 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$36.3M
- Health$35.9M
- Prescription drug$35.7M
- Dental$4.6M
- Stop-loss$4.2M
- Other$3.8M
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
72%top
- KAISER FOUNDATION HEALTH PLAN INC72%
- DELTA DENTAL OF CALIFORNIA9%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- +3 more
Broker market share
Schedule A broker compensation
86%top
- LOCKTON COMPANIES, LLC86%
- MARSH & MCLENNAN AGENCY LLC9%
- STRATEGIC EMPLOYEE BENEFIT SERVICES4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#011
E. & J. GALLO WINERY RETIREMENT PLAN
401k
Assets$1.75B
Participants7,155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
E. & J. GALLO WINERY UNION RETIREMENT PLAN
401k
Assets$301.9M
Participants2,961
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
E. & J. GALLO WINERY MASTER HEALTH & DENTAL PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$45.1M
Covered lives5,395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
E. & J. GALLO WINERY MASTER EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - UNUM
Premiums$4.3M
Covered lives7,889
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 011 | E. & J. GALLO WINERY RETIREMENT PLAN | 401k | $1.75B | 7,155 | 2024 | |
| 015 | E. & J. GALLO WINERY UNION RETIREMENT PLAN | 401k | $301.9M | 2,961 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | E. & J. GALLO WINERY MASTER HEALTH & DENTAL PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $45.1M | 5,395 | 2024 | |
| 516 | E. & J. GALLO WINERY MASTER EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | UNUM | $4.3M | 7,889 | 2024 |
Retirement plans
Welfare plans