Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
EIN 47-7284432 • 501(c)9 • Spring, TX
Profile
This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical and other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
Liabilities / Revenue
45th percentile
Higher debt load relative to revenue than 45% of similar nonprofits.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Assets
Up$76,161,588
Up $8,303,133 (+12%) from 2023
Liabilities
Up$270,043
Up $28,259 (+12%) from 2023
Net Assets
Up$75,891,545
Up $8,274,874 (+12%) from 2023
Revenue
Down$9,824,147
Down $452,430 (-4.4%) from 2023
Expenses
Up$3,166,322
Up $373,785 (+13%) from 2023
Net Income
Down$6,657,825
Down $826,215 (-11%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical and other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $67,616,671 | $75,891,545 | ▲ $8,274,874 |
| Investments in Publicly Traded Securities | $67,280,661 | $75,589,078 | ▲ $8,308,417 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $67,858,455 | $76,161,588 | ▲ $8,303,133 |
| Other Assets Total | $577,794 | $572,510 | ▼ $5,284 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $241,784 | $270,043 | ▲ $28,259 |
| Total Liabilities | $241,784 | $270,043 | ▲ $28,259 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $67,616,671 | $75,891,545 | ▲ $8,274,874 |
| Total Liabilities and Net Assets / Fund Balance | $67,858,455 | $76,161,588 | ▲ $8,303,133 |
| Name | Title | Base | Total |
|---|---|---|---|
| Jeremy Cox | Trustee | $18,083 | $18,083 |
| Name | Title |
|---|---|
| Kirt Karros | Former Plan Committee Member |
| - | Plan Committee Member |
| Dan Domenech | Plan Committee Member |
| Kristin Major | Plan Committee Member |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $18,083 |
| Grants and Similar Amounts Paid | $0 |
| Other Expenses | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $3,148,239 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $18,083 |
| Total Functional Expenses | $0 | $0 | $0 | $3,166,322 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $6,205,210 |
| Expenses per Audited Statements | $3,166,322 |
| Total Expenses per Form 990 | $3,166,322 |
| Expenses Not Reported on Form 990 | $3,038,888 |
| Expenses Not Reported on Financial Statements | $0 |
| Other Expense Adjustments | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“There are no committees with authority to act on behalf of the governing body”
“A designated individual in the Hewlett Packard Enterprise Financial Reporting Group reviews the Hewlett Packard Enterprise RMSA Trust's (the RMSA Trust) Form 990, Return of Organization Exempt from Income Tax, each year prior to filing. The review consists of reconciling the Hewlett Packard Enterprise Retirement Medical Savings Account Plan's (the RMSA Plan) audited financial statements to the RMSA Trust's Form 990. The RMSA Plan, as an ERISA plan, also files a Form 5500, Annual Return/Report of Employee Benefit Plan. A designated individual in the Hewlett Packard Enterprise Corporation Financial Reporting Group also reconciles the RMSA Trust's Form 990 to RMSA Plan's Form 5500, and all accompanying statements.”
“Governing documents are available upon request. The organization does not have a written conflict of interest policy. Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor's EFAST 2 website.”
“Committee members do not receive any additional compensation from Hewlett Packard Enterprise for serving on the Plan Committee.”
“The financials for the VEBA Trust have been included or consolidated into the RMSA Plan's audited financial statements.”
“Adjusted for $3,038,888 of Employer contributions that were not deposited into the VEBA Trust. The RMSA Plan's audited financials capture the full operations of the RMSA Plan, which includes both participant funded amounts paid/funded by this VEBA Trust and employer- funded amounts held and paid/funded from Hewlett Packard Enterprise's general assets. In an effort to more clearly capture the financials of the RMSA Trust. The RMSA Trust's Form 990 only reports on the financial activity of the VEBA Trust and excludes the RMSA Plan's financial activity that is paid/funded outside of the trust directly from Hewlett Packard Enterprise's general assets.”
“Medical claim reimbursements that were not paid by the VEBA Trust but were paid from Hewlett Packard Enterprise's general assets”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 241784 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 270043 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical and other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3148239 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Hewlett Packard Enterprise |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | Attn Legal Department |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6502367137 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1701 East Mossy Oaks Rd |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Spring |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77389 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 18083 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3148239 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3748272 |
| IRS990/CYOtherExpensesAmt | 0 | 0 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6075875 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 6657825 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 18083 |
| IRS990/CYTotalExpensesAmt | 0 | 3166322 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9824147 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Provides medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9 |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | Fidelity Management Trust Company |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Jeremy Cox |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Kristin Major |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Kirt Karros |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Dan Domenech |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 18083 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Plan Committee Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Former Plan Committee Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Plan Committee Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Plan Committee Member |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2015 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 9824147 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3748272 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3748272 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 67280661 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 75589078 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical and other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 67616671 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 75891545 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1617049 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 577794 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 572510 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Lalit Kumar Agarwal |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Participant Contributions |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6075875 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 6075875 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 2792537 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 3580838 |
| IRS990/PYOtherExpensesAmt | 0 | 0 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6695739 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 7484040 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 2792537 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 10276577 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 6657825 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 67616671 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 75891545 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 3038888 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3166322 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 0 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 0 |
| IRS990ScheduleD/LossesReportedAmt | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1617049 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 3038888 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 3038888 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 0 |
| IRS990ScheduleD/PriorYearAdjustmentsAmt | 0 | 0 |
| IRS990ScheduleD/RecoveriesPriorYearGrantsAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 4655937 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 9824147 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Adjusted for $3,038,888 of Employer contributions that were not deposited into the VEBA Trust. The RMSA Plan's audited financials capture the full operations of the RMSA Plan, which includes both participant funded amounts paid/funded by this VEBA Trust and employer- funded amounts held and paid/funded from Hewlett Packard Enterprise's general assets. In an effort to more clearly capture the financials of the RMSA Trust. The RMSA Trust's Form 990 only reports on the financial activity of the VEBA Trust and excludes the RMSA Plan's financial activity that is paid/funded outside of the trust directly from Hewlett Packard Enterprise's general assets. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Medical claim reimbursements that were not paid by the VEBA Trust but were paid from Hewlett Packard Enterprise's general assets |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule D, Part XI, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Schedule D, Part XII, Line 2d |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3166322 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 9824147 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 14480084 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 6205210 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | There are no committees with authority to act on behalf of the governing body |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A designated individual in the Hewlett Packard Enterprise Financial Reporting Group reviews the Hewlett Packard Enterprise RMSA Trust's (the RMSA Trust) Form 990, Return of Organization Exempt from Income Tax, each year prior to filing. The review consists of reconciling the Hewlett Packard Enterprise Retirement Medical Savings Account Plan's (the RMSA Plan) audited financial statements to the RMSA Trust's Form 990. The RMSA Plan, as an ERISA plan, also files a Form 5500, Annual Return/Report of Employee Benefit Plan. A designated individual in the Hewlett Packard Enterprise Corporation Financial Reporting Group also reconciles the RMSA Trust's Form 990 to RMSA Plan's Form 5500, and all accompanying statements. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Governing documents are available upon request. The organization does not have a written conflict of interest policy. Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor's EFAST 2 website. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Committee members do not receive any additional compensation from Hewlett Packard Enterprise for serving on the Plan Committee. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The financials for the VEBA Trust have been included or consolidated into the RMSA Plan's audited financial statements. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, Line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part XII, Line 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part XII, Line 2b |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | Plan Committe of HPE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 473298624 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | DE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | Data Processing, Hosting & Related Srv |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | Hewlett Packard Enterprise |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | Legal Dept |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine2Txt | 0 | 1701 E Mossy Oaks Rd |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | Spril |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 77389 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | Plan sponsor and related organization Hewlett Packard Enterprise acts as a paying agent, with eligible health expense reimbursements to the benefit plan participants initially charged to Hewlett Packard Enterprise's bank account. The RMSA Trust reimburses Hewlett Packard Enterprise for the RMSA Trust's share of the reimbursements, without added interest. |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule R, Part V, Line 1p |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 67858455 |
| IRS990/TotalAssetsEOYAmt | 0 | 76161588 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 67858455 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 76161588 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3166322 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 241784 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 270043 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 241784 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 270043 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 67616671 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 75891545 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 0 |
| IRS990/TotalOtherProgSrvcGrantAmt | 0 | 0 |
| IRS990/TotalOtherProgSrvcRevenueAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6075875 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 18083 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 3748272 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6075875 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 9824147 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 67858455 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 76161588 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | Legal Dept |
| IRS990/USAddress/AddressLine2Txt | 0 | 1701 East Mossy Oaks Rd |
| IRS990/USAddress/CityNm | 0 | Spring |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77389 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | Form 8868, Application for Extension of Time to File an Exempt Organization Return was timely filed. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 0 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lalit Kumar Agarwal |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Vice President Assistant Controller |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6502583349 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEWLETT PACKARD ENTERPRISE RMSA TR |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEWL |
| ReturnHeader/Filer/EIN | 0 | 477284432 |
| ReturnHeader/Filer/PhoneNum | 0 | 6502367137 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | Legal Dept 1701 East Mossy Oaks Rd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Spring |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77389 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 202116576 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | 5500Tax Group Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 110 S Mary |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt | 0 | Suite 2 268 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Nipomo |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93444 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9517845316 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Amelia Boyd CPA |
| ReturnHeader/ReturnTs | 0 | 2025-09-09T15:11:11-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-11-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-10-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
No mirrored PDF or thumbnail assets are attached yet.