Plan Ledger DOL Form 5500 · updated monthly

E. & J. Gallo Winerybenefits

E. & J. Gallo Winery Master Employee Welfare Benefit Plan · MODESTO, CA · plan year 2024

Broker compensation reported · 2024
$546,187

E. & J. Gallo Winery's benefits plans covered 6,805 active participants in 2024, providing life · short-term disability · long-term disability · death benefits. Insurance premiums totaled $5,055,577. Insurance brokers and agents were paid $546,187 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 10.8% of premiums. That is $80 per covered person, below the median for employer plans that report broker pay. Broker pay rose 46% from $374,291 in 2023.

Insurance contracts · 202413
DELTA DENTAL · dental hmo ppo$4.6M · 5,395 covered
VSP VISION SERVICE PLAN · vision$496K · 3,358 covered
AETNA LIFE INSURANCE CO. · stop-losspremiums n/a · 2,557 covered
CURALINC, LLC, D.B.A. CURALINC HEALTHCARE · healthpremiums n/a · 5,337 covered
FOUR EVER LIFE INS. CO. · health dental vision life ppopremiums n/a · 6 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug vision hmopremiums n/a · 2,368 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · healthpremiums n/a · 4 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 271 covered
SUN LIFE ASSURANACE COMPANY OF CANADA · stop-losspremiums n/a · 2,286 covered
LINCOLN NATIONAL LIFE INSURANCE. CO. · std ltdpremiums n/a · 6,983 covered
LINCOLN NATIONAL LIFE INC. CO. · std ltdpremiums n/a
UNUM · life std ltdpremiums n/a · 7,889 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 69 covered
Brokers & agents paid · 20245
LOCKTON COMPANIES, LLC$276,368 · incl $70,666 fees
STRATEGIC NON-MEDICAL SOLUTIONS$75,963
PACIFIC RESOURCES BENEFITS ADVISORS$43,318 · incl $348 fees
PACIFIC RESOURCES BENEFIT ADVISORS$2,979 · incl $12 fees
LOCTON COMPANIES, LLC$147,559 · incl $40,271 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941009696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.