2026-09-10T11:49:07-07:00 2025-10-31 202116576 5500Tax Group Inc 110 S Mary Suite 2 268 Nipomo CA 93444 990 2024-11-01 477284432 HEWLETT PACKARD ENTERPRISE RMSA TRUST HEWL 6502367137 Legal Dept 1701 East Mossy Oaks Rd Spring TX 77389 Lalit Kumar Agarwal Vice President Assistant Controller 6502583349 2026-09-11 0 1 Amelia Boyd CPA P00183557 9517845316 2026-08-19 2024 Lalit Kumar Agarwal Legal Dept 1701 East Mossy Oaks Rd Spring TX 77389 9687175 0 X X 2015 MA 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 3 0 0 0 0 0 0 0 6075875 5752036 3748272 3935139 0 0 9824147 9687175 0 0 3148239 3568432 18083 7000 0 0 0 0 0 3166322 3575432 6657825 6111743 76161588 83228845 270043 374100 75891545 82854745 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 0 0 Provides medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 3 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X Hewlett Packard Enterprise Attn Legal Department 6502367137 1701 East Mossy Oaks Rd Spring TX 77389 X Fidelity Management Trust Company Trustee Trustee 0 0 X 7000 0 0 Jeremy Cox Plan Committee Member 0 0 X 0 0 0 Kirt Karros Plan Committee Member 0 0 X 0 0 0 Katie Anderson Plan Committee Member 0 0 X 0 0 0 Dan Domenech Former Plan Committee Member 0 0 X 0 0 0 7000 0 0 0 0 0 0 0 0 Participant Contributions 900099 5752036 5752036 0 0 0 0 0 0 5752036 3935139 0 0 3935139 0 0 0 0 0 0 0 0 0 0 0 0 0 9687175 5752036 0 3935139 3568432 7000 3575432 0 0 0 75589078 82670160 572510 558685 76161588 83228845 270043 374100 270043 374100 X 0 0 0 0 75891545 82854745 75891545 82854745 76161588 83228845 6111743 851457 0 0 0 0 X X 0 1 X 0 0 13833028 851457 0 0 3294396 4145853 9687175 0 0 0 9687175 6869828 0 0 0 3294396 3294396 3575432 0 0 0 3575432 Schedule D, Part XI, Line 2d Adjusted for $3,294,396 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 Schedule D, Part XII, Line 2d Medical claim reimbursements that were not paid by the VEBA Trust but were paid from Hewlett Packard Enterprise's general assets Form 990, Part VI, Section A, Line 8b There are no committees with authority to act on behalf of the governing body Form 990, Part VI, Section B, Line 11b 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. Form 990, Part VI, Section C, Line 19 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. Form 990, Part VII, Section A, Line 1a Committee members do not receive any additional compensation from Hewlett Packard Enterprise for serving on the Plan Committee. Form 990, Part XII, Line 2b The financials for the VEBA Trust have been included or consolidated into the RMSA Plan's audited financial statement Hewlett Packard Enterprise Legal Dept 1701 E Mossy Oaks Rd Spril TX 77389 473298624 Data Processing, Hosting & Related Srv DE Plan Committe of HPE C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Schedule R, Part V, Line 1p 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. Form 8868, Application for Extension of Time to File an Exempt Organization Return was timely filed