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Nonprofiteer
← GALLO UNION HEALTH TRUST

Form 990 for tax year 2022

Filed by GALLO UNION HEALTH TRUST.

Totals

Total revenue
$14,518,836
Total expenses
$16,358,881
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,090,531
Investment income
$428,305
Other revenue
$0
Total assets, end of year
$19,403,664
Total liabilities, end of year
$1,206,696
Net assets or fund balances, end of year
$18,196,968
Program services expenses (Part IX)
$15,198,894
Management and general expenses
$1,159,987
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: COMPANY & EMPLOYEE CONTRIBUTIONS

    total $14,088,550 · related or exempt $14,088,550

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $1,981 · related or exempt $1,981

  • 3 · Investment income

    total $428,305 · related or exempt $428,305

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $14,816,069 · program services $14,816,069

  • 24a · Other expenses: UNREALIZED GAIN ON INVE

    total $1,157,437 · management and general $1,157,437

  • 24b · Other expenses: THIRD PARTY ADMINISTRAT

    total $382,825 · program services $382,825

  • 24c · Other expenses: MISCELLANEOUS

    total $2,550 · management and general $2,550

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,016,692 · end of year $16,129,356

  • 11 · Investments: publicly traded securities

    beginning of year $6,264,240 · end of year $2,745,296

  • 15 · Other assets

    beginning of year $3,199,145 · end of year $529,012

  • 17 · Accounts payable and accrued expenses

    beginning of year $46,222 · end of year $131,744

  • 25 · Other liabilities

    beginning of year $1,396,843 · end of year $1,074,952

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $20,037,012 · end of year $18,196,968

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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 TREATEMENTS 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.

As filed on the 2022 return.

Listed in Part VII

  • Michelle Lewis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeff Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Pierce

    SENIOR DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carmella Smyth

    SENIOR MANAGER

    Total calculated
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GALLO GLASS COMPANY

    C · GLASS MANUFACTURING · NV

  • GALLO SALES COMPANY

    C · DISTRIBUTION · CA

  • E & J GALLO WINERY

    C · WINERY · CA

Provenance

Return type
form_990
Tax year
2022
Filed
18 July 2023
IRS schema version
2022v5.0
Source object
202302169349300730

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