2023 Form 5500 filing — Hewlett Packard Enterprise Retirement Medical Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250815115846NAL0010156787001) for Hewlett Packard Enterprise Retirement Medical Savings Plan, reported by Hewlett Packard Enterprise under EIN 47-3298624 and plan number 506. It reports 17,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815115846NAL0010156787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hewlett Packard Enterprise
- EIN
- 47-3298624
- Plan number
- 506
- Location
- Spring, TX
- Participants
- 17,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,161,588
- Total liabilities (EOY)
- $282,950
- Net assets (EOY)
- $75,878,638
- Employer contributions
- $3,038,888
- Participant contributions
- $6,075,875
- Total income / additions
- $14,480,084
- Benefits paid
- $6,188,178
- Administrative expenses
- $18,083
- Total expenses
- $6,206,261
- Net increase / (decrease)
- $8,273,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Inst Oper Co LLC | CUSTODIAN | $18,083 | not reported in the loaded dataset |