Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HP INC.
EIN 94-1081436ManufacturingLatest filing 2024
Plans
10
Retirement
3
$15.14B assets
Welfare
7
$105.6M premiums
Participants
184,962
10300 ENERGY DRIVE - SPRING, TX 77389800-457-4015
Plans on this EIN
10 filings#004ESOP-$10.29B - 36,268 part#003CashBalance-$4.55B - 49,797 part#001ProfitSharing-$297.9M - 2,688 part#557Fully Insured-$53.7M - 25,844 lives#511Mixed-$51.5M - 25,935 lives#503Fully Insured-$403K - 57,984 lives#512Self Funded-0 lives#525Self Funded-0 lives#555Self Funded-0 lives#561Self Funded-0 lives
Retirement portfolio analytics
3 plans aggregated / $15.14B assets / 88,753 participantsParticipants by plan
Active + retired + deferred vested
- HP INC. PENSION (#003)49,797
- HP INC. 401(K) (#004)36,268
Benefits portfolio analytics
7 plans / $105.6M premiums / 109,763 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$43.1M
- Other$30.3M
- Life$23.6M
- Long-term disability$4.7M
- Vision$3.9M
- Dental$748K
Carrier market share
Premium dollars by Schedule A carrier
33%top
- KAISER FOUNDATION HEALTH PLAN INC33%
- LIFE INSURANCE COMPANY OF NORTH AMERICA28%
- JOHN HANCOCK LIFE INSURANCE COMPANY20%
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.7%
- EYEMED VISION CARE4%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
HP INC. 401(K) PLAN
ESOP
Assets$10.29B
Participants36,268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HP INC. PENSION PLAN
CashBalance
Assets$4.55B
Participants49,797
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HP INC. DEFERRED PROFIT-SHARING PLAN
ProfitSharing
Assets$297.9M
Participants2,688
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#557
HP INC. RETIREE WELFARE BENEFITS PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$53.7M
Covered lives25,844
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
HP INC. COMPREHENSIVE WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$51.5M
Covered lives25,935
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HP INC. TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
Premiums$403K
Covered lives57,984
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
HP INC. RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
HP INC. CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555
HP INC. WORKFORCE REDUCTION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#561
HP INC. 2023 US ENHANCED EARLY RETIREMENT PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | HP INC. 401(K) PLAN | ESOP | $10.29B | 36,268 | 2024 | |
| 003 | HP INC. PENSION PLAN | CashBalance | $4.55B | 49,797 | 2024 | |
| 001 | HP INC. DEFERRED PROFIT-SHARING PLAN | ProfitSharing | $297.9M | 2,688 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 557 | HP INC. RETIREE WELFARE BENEFITS PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $53.7M | 25,844 | 2024 | |
| 511 | HP INC. COMPREHENSIVE WELFARE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $51.5M | 25,935 | 2024 | |
| 503 | HP INC. TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $403K | 57,984 | 2024 | |
| 512 | HP INC. RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 525 | HP INC. CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 555 | HP INC. WORKFORCE REDUCTION PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 561 | HP INC. 2023 US ENHANCED EARLY RETIREMENT PROGRAM | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans