Plan5500

Hp Inc. Retirement Medical Savings Account Plan — Form 5500 plan (Hp Inc.)

Plain-English plan 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, Hp Inc. Retirement Medical Savings Account Plan is a benefit plan reported by Hp Inc. under EIN 94-1081436 and plan number 512. The latest loaded filing year is 2023. The filing reports 7,195 participants and $66,590,800 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66.2MPlan net assets, end of year$66,226,281
Participants7.2KCovered participants reported7,195
Assets / participant$9.3KComputed: assets ÷ participants$9,255 (computed)
Provider compensation$174K7 Schedule C provider row(s)$173,996
Plan sponsor
Hp Inc.
EIN
94-1081436
Plan number
512
Plan type
2
Location
Spring, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    7,195 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$66.6M total assets
Net assets$66.2MLiabilities$364.5K
Money in vs. money out
Total income / additions$7.9M
Total expenses$4.4M
Benefits paid / distributions$4.2M
Contributions
EmployerNot reported
Participant$4.4M
Full reported line items

Net assets

Total assets (EOY)
$66,590,800
Total liabilities (EOY)
$364,519
Net assets (EOY)
$66,226,281
Net assets (BOY)
$62,746,785

Income & contributions

Participant contributions
$4,361,621
Total contributions
$4,361,621
Total income / additions
$7,859,613

Expenses & distributions

Benefits paid
$4,198,448
Administrative expenses
$181,669
Total expenses
$4,380,117
Net increase / (decrease)
$3,479,496
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ernst & Young$88.2K
    NONE · Direct $88.2K
  2. 2
    Aon$33.4K
    NONE · Direct $33.4K
  3. 3
    Deloitte$18.7K
    NONE · Direct $18.7K
  4. 4
    Income Research & Management$10K
    NONE · Direct $10K
  5. 5
    Loomis, Sayles & Company$8.6K
    NONE · Direct $8.6K
  6. 6
    Bank Of New York Mellon$8.1K
    NONE · Direct $8.1K
  7. 7
    Hp Inc$7K
    PLAN SPONSOR · Direct $7K

What to inspect next

Frequently asked questions

Who sponsors the Hp Inc. Retirement Medical Savings Account Plan?
Hp Inc. Retirement Medical Savings Account Plan is reported as sponsored by Hp Inc. (EIN 94-1081436, plan number 512) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hp Inc. Retirement Medical Savings Account Plan?
The latest Form 5500 filing year loaded for Hp Inc. Retirement Medical Savings Account Plan is 2023.
How many participants does Hp Inc. Retirement Medical Savings Account Plan report?
Hp Inc. Retirement Medical Savings Account Plan reports 7,195 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hp Inc. Retirement Medical Savings Account Plan?
Hp Inc. Retirement Medical Savings Account Plan reports $66,590,800 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages