PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. E. & J. GALLO WINERY

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 94-1009696

E. & J. GALLO WINERY

P.O. BOX 1130 · MODESTO, CA 953531130
2093413724
Plans filed
2
Years active
2015–2024
Industry
NAICS 31
Latest filing
2024
Total premiums (latest)
$49.4M
No prior year
Persons covered
13,284
No prior year
Total participants
12,142
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #515$45.1M
E. & J. GALLO WINERY MASTER HEALTH & DENTAL PLAN
Fully insured5,395 covered·9 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #516$4.3M
E. & J. GALLO WINERY MASTER EMPLOYEE WELFARE BENEFIT PLAN
Fully insured7,889 covered·3 carriers
Primary: UNUM

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$36.3M27.8%
Health$35.9M27.5%
Prescription drug$35.7M27.4%
Dental$4.6M3.5%
Stop-loss$4.2M3.2%
Other$3.8M2.9%
Short-term disability$3.8M2.9%
Long-term disability$3.8M2.9%
Life$2.5M1.9%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRxV
$35.8M72.4%122,368
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$4.6M9.2%115,395
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$4.1M8.3%122,286
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$2.4M4.9%127,889
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
STDLTDOth
$1.9M3.8%126,983
VISION SERVICE PLAN
EIN 941632821
V
$496K1.0%113,358
AETNA LIFE INSURANCE COMPANY
EIN 066033492
SL
$110K0.2%112,557
CURALINC HEALTHCARE
EIN 331206383
HOth
$78K0.2%115,337
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
HDVL
$56K0.1%116

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXDELTA DENTAL, SUN LIFE ASSURANCE COMPANY OF CANADA, SUN LIFE ASSURANACE COMPANY OF CANADA, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM$313K$111K$424K86.3%2
MARSH & MCLENNAN AGENCY LLC—LINCOLN NATIONAL LIFE INC. CO., LINCOLN NATIONAL LIFE INSURANCE. CO.$46K$360$46K9.4%1
STRATEGIC NON-MEDICAL SOLUTIONS LLC—UNUM, LINCOLN NATIONAL LIFE INC. CO., LINCOLN NATIONAL LIFE INSURANCE. CO.$23K-$2K$21K4.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica