Nonprofit · EIN 47-7284432
HEWLETT PACKARD ENTERPRISE RMSA TR
Tax-exempt · SPRING, TX 77389
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $9,687,175 | $3,575,432 | $6,111,743 | $83,228,845 | $374,100 | $82,854,745 |
| October 31, 2024 | 990 | $9,824,147 | $3,166,322 | $6,657,825 | $76,161,588 | $270,043 | $75,891,545 |
| October 31, 2023 | 990 | $10,276,577 | $2,792,537 | $7,484,040 | $67,858,455 | $241,784 | $67,616,671 |
| October 31, 2021 | 990 | $9,250,270 | $6,945,563 | $2,304,707 | $59,774,430 | $328,859 | $59,445,571 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,752,036
- Investment income
- $3,935,139
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,568,432
- Compensation of officers, directors and key employees
- $7,000
- Salaries, compensation and benefits (total)
- $7,000
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $76,161,588
- Total assets, end of year
- $83,228,845
- Total liabilities, end of year
- $374,100
- Net assets, end of year
- $82,854,745
- Publicly traded securities
- $82,670,160
- Gross receipts
- $9,687,175
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Fidelity Management Trust Company Trustee | Trustee Institutional trustee | 0 | $7,000 |
| Jeremy Cox | Plan Committee Member Trustee or director | 0 | $0 |
| Kirt Karros | Plan Committee Member Trustee or director | 0 | $0 |
| Katie Anderson | Plan Committee Member Trustee or director | 0 | $0 |
| Dan Domenech | Former Plan Committee Member Trustee or director | 0 | $0 |
990 for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Fidelity Management Trust Company Trustee | Trustee Institutional trustee | 0 | $18,083 |
| Jeremy Cox | Plan Committee Member Trustee or director | 0 | $0 |
| Kristin Major | Former Plan Committee Member Trustee or director | 0 | $0 |
| Kirt Karros | Plan Committee Member Trustee or director | 0 | $0 |
| Dan Domenech | Plan Committee Member Trustee or director | 0 | $0 |
990 for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kirt Karros | Plan Committee Member Trustee or director | 0 | $0 |
| Jeremy Cox | Plan Committee Member Trustee or director | 0 | $0 |
| Caroline Atherton | Former Plan Committee Member Trustee or director | 0 | $0 |
| Kristin Major | Plan Committee Member Trustee or director | 0 | $0 |
| Fidelity Management Trust Company Trustee | Trustee Institutional trustee | 0 | $0 |
990 for the year ended October 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bank of New York Mellon | Trustee Institutional trustee | 0 | $6,721 |
| Kirt Karros | Plan Committee Member Trustee or director | 0 | $0 |
| Jeff T Ricci | Plan Committee Member Trustee or director | 0 | $0 |
| Caroline Atherton | Plan Committee Member Trustee or director | 0 | $0 |
| Alessandra Ginante Yockelson | Former Plan Committee Member Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- LEGAL DEPT 1701 EAST MOSSY OAKS RD, SPRING, TX 77389-0000
- In care of
- % HEWLETT PACKARD ENTERPRISE
- Principal officer (990 for 2024)
- Lalit Kumar Agarwal, Legal Dept, 1701 East Mossy Oaks Rd, Spring, TX 77389
- Signed the 990
- Lalit Kumar Agarwal, Vice President Assistant Controller
- Phone
- (650) 236-7137
- Return prepared by
- 5500Tax Group Inc
Mission
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
Program accomplishments
- Provides medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 47-7284432
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2018
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $76,161,588
- Income (IRS master file)
- $9,824,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $9,687,175 | $3,575,432 | $83,228,845 | XML |
| 990 | October 2024 | $9,824,147 | $3,166,322 | $76,161,588 | XML |
| 990 | October 2023 | $10,276,577 | $2,792,537 | $67,858,455 | XML |
| 990 | October 2022 | $7,340,865 | $3,192,669 | $60,288,280 | IRS |
| 990 | October 2021 | $9,250,270 | $6,945,563 | $59,774,430 | XML |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-7284432).
Questions about HEWLETT PACKARD ENTERPRISE RMSA TR
- What is the EIN of HEWLETT PACKARD ENTERPRISE RMSA TR?
- The employer identification number (EIN) of HEWLETT PACKARD ENTERPRISE RMSA TR is 47-7284432.
- Is HEWLETT PACKARD ENTERPRISE RMSA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
- Are donations to HEWLETT PACKARD ENTERPRISE RMSA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEWLETT PACKARD ENTERPRISE RMSA TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEWLETT PACKARD ENTERPRISE RMSA TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEWLETT PACKARD ENTERPRISE RMSA TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of HEWLETT PACKARD ENTERPRISE RMSA TR?
- The 990 for the year ended October 31, 2025 names Lalit Kumar Agarwal.
- Who are the officers and directors of HEWLETT PACKARD ENTERPRISE RMSA TR?
- The 990 for the year ended October 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $7,000 (Fidelity Management Trust Company Trustee, Trustee).
- How much revenue does HEWLETT PACKARD ENTERPRISE RMSA TR have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $9,687,175, expenses of $3,575,432 and total assets of $83,228,845 at year end.
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All nonprofits in SPRING · Texas · Mutual and membership benefit