2024-08-09T18:21:25-05:00 2023-12-31 953705481 BARBICH HOOPER KING DILL HOFFMAN 5001 E COMMERCENTER DR STE 350 BAKERSFIELD CA 93309 990 2023-01-01 942334925 GALLO EMPLOYEE BENEFIT TRUST GALL 2093413024 PO BOX 1130 MODESTO CA 953531130 MICHELLE LEWIS TRUSTEE 2093413024 2024-07-23 0 DEBBIE KIRSCHENMANN P01457988 6616311171 2023 2024-08-08 14:25:15Z MICHELLE LEWIS 600 YOSEMITE BLVD MODESTO CA 95354 66084574 0 X N/A X 1976 CA THE VEBA TRUST PROVIDES MEDICAL, HEALTHCARE, AND DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS IN ACCORDANCE WITH THE GALLO HEALTH AND DENTAL PLANS FOR SALARIED EMPLOYEES AND FULLTIME FARMWORKERS. 2 0 0 0 0 0 0 0 64424673 66084574 0 0 0 0 64424673 66084574 0 0 62015448 60712166 0 0 0 0 0 1988217 2991717 64003665 63703883 421008 2380691 6957790 7727916 4962290 3351726 1995500 4376190 THE VEBA TRUST PROVIDES MEDICAL, HEALTHCARE, AND DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS IN ACCORDANCE WITH THE GALLO HEALTH AND DENTAL PLANS FOR SALARIED EMPLOYEES. 0 0 THE TRUST PROVIDES HEALTH BENEFITS TO PARTICIPANTS OF THE GALLO HEALTH BENEFIT PLAN. THE TRUST ALLOWS THE INIVIDUAL PARTICIPANTS TO RECEIVE NEEDED HEALTHCARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTATIVE HEALTH ASSESSMENTS AND MEDICAL TREATMENTS FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH HEALTHCARE TO EMPLOYEES,RETIREES, THEIR DEPENDENTS, AND COBRA MEMBERS, BY COLLECTING CONTIBUTIONS FROM THE COMPANY,EMPLOYEES, RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIMS PROCESSING AND ADMINISTRATIVE FEES. THE TRUST PROVIDES DENTAL BENEFITS TO PARTICIPANTS OF THE GALLO DENTAL PLAN FOR SALARIED EMPLOYEES. THE TRUST ALLOWS THE INDIVIDUAL PARTICIPANTS TO RECEIVE PREVENTIVE DENTAL ASSESSMENTS AND DENTAL TREATMENT FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH DENTAL CARE TO EMPLOYEES, RETIREES, THEIR DEPENDENTS, AND COBRA MEMBERS, BY COLLECTING CONTRIBUTIONS FROM THE COMPANY, EMPLOYEES, RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIM PROCESSING ADMINISTRATIVE FEES. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X MARIA G TOVAR 2093417088 600 YOSEMITE BLVD MODESTO CA 95354 MICHELLE LEWIS TRUSTEE 1.00 X 0 0 0 JEFF WILSON TRUSTEE 1.00 X 0 0 0 DAVID PIERCE SENIOR DIRECTOR 1.00 X 0 0 0 CARMELLA SMYTH SENIOR MANAGER 4.00 X 0 0 0 0 0 0 0 0 0 0 0 COMPANY & EMPLOYEE CONTRIBUTIONS 65815361 65815361 COBRA CONTRIBUTIONS 269213 269213 66084574 66084574 66084574 0 0 60712166 60712166 THIRD PARTY ADMIN.FEES 2759066 2759066 MISCELLANEOUS 232651 232651 63703883 63471232 232651 0 6936151 5185883 21639 2542033 6957790 7727916 1104330 459060 3857960 2892666 4962290 3351726 X 0 0 0 0 1995500 4376190 1995500 4376190 6957790 7727916 2380691 0 X 0 1 X 1 0 0 PREPAID PREMIUM 2087071 STOP LOSS REFUND 422505 CHECK REFUNDS 32457 2542033 ACCRUED MEDICAL BENEFITS PAYABLE 2892666 2892666 X PART X, LINE 2: THIS VEBA ORGANIZATION DOES NOT HAVE ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY AN EXTERNAL CPA FIRM USING THE ORGANIZATION'S FINANCIAL INFORMATION FROM THEIR INTERNAL FINANCIAL STATEMENTS. IT IS REVIEWED BY THE HEALTH BENEFITS SENIOR MANAGER AND SENIOR DIRECTOR, SENIOR BENEFITS ACCOUNTANT, TRUSTEE OF THE ORGANIZATION (WHO SIGNS THE FORM 990,) AND IF NECESSARY, THE ATTORNEY FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12 LINES 12A, 13, AND 14 - ANSWERED "NO" TO ALL LINES. ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WRITTEN WHISTLEBLOWER POLICY,OR WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, THE SPONSORING ORGANIZATION, E & J. GALLO WINERY, DOES HAVE THESE POLICIES IN PLACE TO PROVIDE SIMILAR PROTECTIONS FOR THE ORGANIZATION'S BENEFICIARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING TRUST DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE FILING OF FORM 990. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY BUT RELIES ON THE SPONSORING ORGANIZATION'S CONFLICT OF INTEREST POLICY FOR PROTECTION. GALLO UNION HEALTH TRUST P O BOX 1130 MODESTO CA 95353 946474308 VEBA TRUST CA 501C9 N/A 0 E & J GALLO WINERY 600 YOSEMITE BLVD MODESTO CA 95354 941009696 WINERY CA N/A C 0 GALLO VINEYARDS INC 600 YOSEMITE BLVD MODESTO CA 95354 941409660 VINEYARDS CA N/A C 0 GALLO GLASS COMPANY 605 S SANTA CRUZ MODESTO CA 95354 941384142 GLASS MANUFACTURING CA N/A C 0 GALLO SALES COMPANY 30825 WIEGMAN RD HAYWARD CA 94544 941231811 DISTRIBUTION CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 E & J GALLO WINERY S 58326609 COST GALLO VINEYARDS INC S 2452900 COST GALLO GLASS COMPANY S 2974185 COST GALLO SALES COMPANY S 383586 COST GALLO WINE COMPANY S 448431 COST GALLO WINE SALES OF NEW JERSEY S 1182578 COST GALLO INTERNATIONAL SERVICES INC S 47071 COST