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Nonprofit · EIN 76-0561275

HP INC RMSA TR

Tax-exempt · SPRING, TX 77389

Financials

$8.4M$4.2M2022$5.8M$4.4M2023$6.7M$4.3M2024
Revenue Expenses · by fiscal year end
Financials of HP INC RMSA TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$6,728,411$4,341,847$2,386,564$70,708,447$332,912$70,375,535
October 31, 2024990$5,763,248$4,377,315$1,385,933$66,590,800$347,286$66,243,514
October 31, 2023990$8,377,668$4,169,325$4,208,343$63,113,550$352,334$62,761,216
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,447,129
Investment income
$2,281,282
Net gain from sales of assets
$6,107
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,118,840
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$113,745

Balance sheet and other

Total assets, start of year
$66,590,800
Total assets, end of year
$70,708,447
Total liabilities, end of year
$332,912
Net assets, end of year
$70,375,535
Publicly traded securities
$70,461,178
Gross receipts
$7,753,332
Employees
0
Volunteers
0
Year formed
2001
State of legal domicile
TX

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.

NameTitleHours / weekCompensation
Bank of New York MellonTrustee
Institutional trustee
0$6,444
Elaine BeddomeGlobal Head of Total Rewards
Trustee or director
0$0
Martin StierGlobal Head of HR, People Organization
Trustee or director
0$0
Nan WeitzmanGlobal Head of Recruiting and Onboarding
Trustee or director
0$0
990 for the year ended October 31, 2024: 4 people
NameTitleHours / weekCompensation
Bank of New York MellonTrustee
Institutional trustee
0$8,064
Elaine BeddomeGlobal Head of Total Rewards
Trustee or director
0$0
Martin StierGlobal Head of HR, People Organization
Trustee or director
0$0
Nan WeitzmanGlobal Head of Recruiting and Onboarding
Trustee or director
0$0
990 for the year ended October 31, 2023: 4 people
NameTitleHours / weekCompensation
Bank of New York MellonTrustee
Institutional trustee
0$8,847
Elaine BeddomeGlobal Head of Total Rewards
Trustee or director
0$0
Martin StierGlobal Head of HR, People Organization
Trustee or director
0$0
Nicolina MarzicolaGlobal Head of HR, Commercial Org & Oper
Trustee or director
0$0

Address and contacts

Address (IRS master file)
10300 ENERGY DR, SPRING, TX 77389-1864
In care of
% BNY MELLON ASSET SERVICING
Principal officer (990 for 2024)
Srivatsan Iyer, 10300 Energy Drive, Spring, TX 77389
Signed the 990
Srivatsan Iyer, CFR-Corp Accounting
Phone
(800) 457-4015
Return prepared by
5500Tax Group Inc

Mission

This Voluntary Employee Benefit Association provides for the payment of medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9

990 for the year ended October 31, 2025

Program accomplishments

  • Provides medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c90

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 yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file
2022October 31, 2023March 15, 2024990 on file

IRS record

EIN
76-0561275
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2001
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$70,708,447
Income (IRS master file)
$7,753,332

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$6,728,411$4,341,847$70,708,447XML
990October 2024$5,763,248$4,377,315$66,590,800XML
990October 2023$8,377,668$4,169,325$63,113,550XML
990October 2022$5,010,587$3,013,489$58,766,296IRS
990October 2021–––IRS
990October 2020–––IRS
990October 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 76-0561275).

Questions about HP INC RMSA TR

What is the EIN of HP INC RMSA TR?
The employer identification number (EIN) of HP INC RMSA TR is 76-0561275.
Is HP INC RMSA TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
Are donations to HP INC RMSA TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HP INC 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 HP INC 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 HP INC 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 HP INC RMSA TR?
The 990 for the year ended October 31, 2025 names Srivatsan Iyer.
Who are the officers and directors of HP INC RMSA TR?
The 990 for the year ended October 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $6,444 (Bank of New York Mellon, Trustee).
How much revenue does HP INC RMSA TR have?
On its 990 for the year ended October 31, 2025 it reported revenue of $6,728,411, expenses of $4,341,847 and total assets of $70,708,447 at year end.

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