2026-09-18T14:04:35-05:00 2025-12-31 933215332 BARBICH HOOPER KING DILL HOFFMAN 9801 CAMINO MEDIA STE 102 BAKERSFIELD CA 93311 990 2025-01-01 946474308 GALLO UNION HEALTH TRUST GALL 2093413024 PO BOX 1130 MODESTO CA 953531130 ELIZABETH COTTEL TRUSTEE 2095274220 2026-09-18 RONALD O DILL P00234093 6616311171 2025 ELIZABETH COTTEL 600 YOSEMITE BLVD MODESTO CA 95354 16282127 0 X N/A X 1979 CA THIS VEBA TRUST PROVIDES MEDICAL, HEALTHCARE & DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH THE GALLO UNION HEALTH & GALLO GLASS CO. HOURLY GROUP DENTAL PLAN. 2 0 0 0 263600 0 0 0 17335601 16018527 -25768 263600 0 0 17309833 16282127 0 0 18214849 16685818 0 0 0 0 0 382267 579986 18597116 17265804 -1287283 -983677 19629434 17507455 2525061 1386759 17104373 16120696 THE TRUST PROVIDES MEDICAL, HEALTHCARE & DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH GALLO UNION HEALTH & GALLO GLASS CO. HOURLY GROUP DENTAL PLAN. 0 0 THE TRUST PROVIDES HEALTH BENEFITS TO PARTICIPANTS OF THE GALLO UNION HEALTH PLAN. THE TRUST ALLOWS ELIGIBLE PARTICIPANTS TO RECEIVE NEEDED HEALTHCARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTATIVE HEALTH ASSESSMENTS AND MEDICAL TREATEMENTS 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 CONTRIBUTIONS 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 GLASS CO. HOURLY GROUP DENTAL PLAN. THE TRUST ALSO ALLOWS ELIGIBLE PARTICIPANTS TO RECEIVE NEEDED DENTAL CARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTIVE DENTAL ASSESSMENTS AND DENTAL TREATMENTS FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH DENTAL CARE TO EMPLOYEES, RETIREES, THEIR DEPENDANTS, AND COBRA MEMBERS, BY COLLECTING CONTRIBUTIONS FROM THE COMPANY, EMPLOYEES,RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIMS PROCESSING AND ADMINISTRATIVE FEES. 0 0 0 0 0 0 0 0 0 0 0 0 0 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 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 ELIZABETH COTTEL 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 ADRIENNE PALER SENIOR MANAGER 4.00 X 0 0 0 0 0 0 0 0 0 0 0 COMPANY & EMPLOYEE CONTRIBUTIONS 16015970 16015970 COBRA CONTRIBUTIONS 2557 2557 16018527 263600 263600 16282127 16018527 263600 0 16685818 16685818 THIRD PARTY ADMINISTRAT 558063 558063 MISCELLANEOUS 21923 21923 17265804 17243881 21923 0 18556589 16837396 1072845 670059 19629434 17507455 1966314 765236 558747 621523 2525061 1386759 X 0 0 0 0 17104373 16120696 17104373 16120696 19629434 17507455 -983677 0 X 0 1 X 1 0 0 ACCRUED MEDICAL BENEFITS PAYABLE 621523 621523 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 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, GALLO GLASS COMPANY, DOES HAVE THESE POLICIES IN PLACE TO PROVIDE SIMILAR PROTECTIONS FOR THE ORGANIZATION'S BENEFICIARIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: 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 EMPLOYEE BENEFIT TRUST POBOX 1130 MODESTO CA 95353 942334925 VEBA TRUST CA 501C9 N/A 0 GALLO GLASS COMPANY 605 S SANTA CRUZ MODESTO CA 95354 941384142 GLASS MANUFACTURING NV N/A C 0 GALLO SALES COMPANY 30825 WIEGMAN RD HAYWARD CA 94544 941231811 DISTRIBUTION CA N/A C 0 E & J GALLO WINERY 600 YOSEMITE BLVD MODESTO CA 95354 941009696 WINERY CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 GALLO GLASS COMPANY S 16015970 COST