Advice from HP/HPE alumni discussions. Not officially endorsed or supported.
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For employees of HP and predecessor companies who left before the
HPInc/HPE separation, responsibility for any health or retirement benefits varies from country to country, depending on employee population.
For the US, HPInc has responsibility. For Canada and
UK, HPE has responsibility.
In many countries, plans were split between HPInc and HPE.
(Agilent and Keysight are exceptions, as detailed below.)
Country-by country details are given in the "Employee Matters" agreement
between HP and HPE, which was filed with the
U.S. Securities and Exchange Commission.
https://www.sec.gov/Archives... Search the online document to find the references to your country
(Ctrl-F, F3, or Command-F.)
Hewlett Packard Enterprise (HPE) is the overall legal
successor to companies acquired by HPE after it was founded
on Nov 1, 2015 Cray, Juniper, Nimble, etc.
Key contact links:
For former employees of
HP Inc, Hewlett-Packard Company, or HP predecessors and
acquisitions:
HP Inc
Contacts
For former employees of
Hewlett Packard Enterprise (HPE) and HPE acquisitions:
HPE Contacts
For former employees of HP/HPE-related companies:
Agilent
Autonomy
Compaq
DEC
DXC
EDS
Juniper
Keysight
Micro Focus
Perspecta
Poly
Tandem
Other predecessor companies
Other acquisitions and spinoffs
Worked in: Canada UK
Other Countries
If you were under contract to HP or HPE through another company, you need to
contact the company that was paying you.
If you transitioned to DXC or Micro Focus, it is treated as
though you left HPE to join a completely separate company.
HPAA info about
DXC
HPAA info about Micro Focus
Make sure that the overall legal successor to every company you
ever worked for has your current postal address.
Even if not classified by the company as a "Retiree" or
if long gone in case of pension plan changes, employment lawsuits,
settlements, or other issues.
Update
address at former company
Run an unclaimed property search every year.
Employer does not update your address. Neither cashing dividend checks, direct deposits, nor online accesses prevent inactive accounts from being turned over to the state only a personally-initiated transaction, postal response, or
call. Difficult to retrieve money; stock is sold.
https://www.hpalumni.org/Unclaimed
Key principle: Depends on which company's payroll you were on at the time
you
left regardless of where your last business unit ended up in the
Hewlett-Packard breakup . If
a business unit was moved to DXC or Micro Focus,
it is treated as though you left HPE to join a completely separate company.
Complications...
Service at HP predecessor companies.
Of HPInc's many predecessors, only HP and DEC ever built retiree healthcare trust funds.
Employees of other acquisitions generally did get service
credit for retiree benefits. Depending on your age and
history with HP and predecessors, you may qualify for either
the former, current, or DEC retiree medical plan. (For the
more-generous former plan -- confusingly named "Pre-2003" --
you must have been born on or before June 30, 1957 -- unless
your were in certain EER cycles or otherwise notified.) See
detailed rules in the Summary Plan Description:
https://www.hpalumni.org/HPIncHealthSPD.pdf
If rules were misapplied or HP's records were in error, members have
successfully appealed -- see page 40 of the SPD for the contact at Corporate.
Search for the predecessor company in the SPD.
(Ctrl-F, F3, or Command-F.)
Of HPInc's many predecessors, only HP, DEC, and EDS
ever built US pension plan trust funds. The DEC and EDS plans became sub-plans under the HP/HPInc plan; benefits stopped accruing; terms did not change. Employees of all acquired companies joined the HP/HPInc pension or 401(k) retirement plan in effect after the time of acquisition. Details on HP-related pensions:
https://www.hpalumni.org/RetirementPlans
DEC Benefits
EDS Benefits
Enterprise. HP used the word "Enterprise" at various
times in the internal names of business segments however
the people were employees of Hewlett-Packard Company.
On Nov 1, 2015, the legal name of the Hewlett-Packard Company was changed to
HP Inc.
("hp" logo, HPQ stock symbol) and a new, completely separate company Hewlett Packard
Enterprise ("HPE" logo and stock symbol) was spun off.
Labs.
HP
Labs is part of HP Inc;
Hewlett Packard
Labs is part of Hewlett Packard Enterprise.
Classification as "retired." If an employee
left at 55 or older with at least 10 years of service, or left after
2010 with age-plus-years-of-service of at least 80, or left under an
early retirement program HP and HPE generally classify the employee as "retired"
regardless of how they left and whether or not they have any retiree
benefits. (HPE also mentions "...or age 55 or older with at least 70
age-plus-service 'points' for equity grants.") This is
reported to outside payroll and employment verification services,
but doesn't seem to have any negative consequences. Inquiries from state
Unemployment Dept. claims examiners go to a specific group in HR, which
replies via letter. Over the years, members have reported that HP did
not block their UI claims.
Non-U.S. How to contact HR for a specific
country: Worldwide HP
and HPE
Country Contacts
Specifically:
1. Left the Hewlett-Packard Company
before the May 2, 2000 Agilent spinoff and had worked in the HP businesses that
became Agilent instrument, medical, analytical, component, etc.
classified as a former employee or retiree of Agilent and sent a notice
at that time.
Agilent page
If
worked in the HP or Agilent instrument business,
reclassified in the 2014 Keysight spinoff as a former employee or
retiree of Keysight and sent a notice at that time.
Keysight
page
2. Left the Hewlett-Packard Company before the Nov 1, 2015 Hewlett Packard Enterprise spinoff: Classified as a former employee or retiree of
HP Inc.
regardless of where their last business unit ended up.
HP contact page
Depending on your age and history with HP and predecessors, you may qualify for either the former, current, or DEC retiree medical plan. (For the
more-generous former plan -- confusingly named "Pre-2003" -- you must have been born on or before June 30, 1957 -- unless your were in certain
EER cycles or otherwise notified.) See detailed rules in the Summary Plan Description:
https://www.hpalumni.org/HPIncHealthSPD.pdf
If rules were misapplied or HP's records were in error, members have
successfully appealed -- see page 40 of the SPD for the contact at Corporate.
3. Left HP Inc. after the Nov 1, 2015 Hewlett Packard Enterprise spinoff:
Classified as a former employee or retiree of HP Inc.
HP contact page
Depending on your age and history with HP and predecessors, you may qualify for either the former, current, or DEC retiree medical plan. (For the
more-generous former plan -- confusingly named "Pre-2003" -- you must have been born on or before June 30, 1957 -- unless your were in certain
EER cycles or otherwise notified.) See detailed rules in the Summary Plan Description:
https://www.hpalumni.org/HPIncHealthSPD.pdf
If rules were misapplied or HP's records were in error, members have
successfully appealed -- see page 40 of the SPD for the contact at Corporate.
4. Left Hewlett Packard Enterprise after the Nov 1, 2015 Hewlett Packard Enterprise spinoff: Classified as a former employee or retiree of HPE.
HPE contact page
Some HPE retirees who worked at HP before the 2015 split may qualify for the *HPInc* "Pre-2003" retiree medical program.
Depending on your age and history with HP and predecessors, you may
qualify for either the former, current, or DEC retiree medical plan.
(For the more-generous former plan -- confusingly named "Pre-2003" --
you must have been born on or before June 30, 1957 -- unless your were
in certain EER cycles or otherwise notified.) See detailed rules in the
Summary Plan Description:
https://www.hpalumni.org/HPIncHealthSPD.pdf
If rules were misapplied or HP's records were in error, members have
successfully appealed -- see page 40 of the SPD for the contact at Corporate. Contact the
HP Inc Benefits Center. Agents at the HPE Benefits Center may not know about this. Details and how to appeal:
hpalumni.org/Pre2003
5. Transitioned to DXC or Micro Focus: Classified as a former
employee or retiree of Hewlett Packard Enterprise. Treated as though
left HPE to join any other company.
Entitled to whatever retiree coverage qualified for at the time left HPE
See item 4 above. HPE
contact page
DXC contact page
Micro Focus UK and U.S. Headquarters (scroll down)
6. Left EDS before the Aug 26, 2008 HP acquisition: Classified as a former
employee or retiree of HP Inc.
HP contact page
(Note: If employed by EDS or "EDS, an HP Company" before January 1, 2009
may have an EDS pension: EDS page )
7. Retired from DEC: Classified as a retiree of HP Inc. HP contact
page Also see
DEC page
8. Acquired by Hewlett Packard Enterprise: (Cray, Juniper,
Nimble, etc.)
Classified as a former employee or retiree of Hewlett Packard
Enterprise.
The key document for a US employee retirement or health plan
is the legal Summary Plan Description (SPD). It includes plan details and an address at the employer for appeals. The current SPD takes
precedence over any other written, online, or verbal information you may
have been given but is still subject to change. The plan administrator is required by law to provide the SPD upon request. How to
obtain and decode:
https://www.hpalumni.org/SPD-decode
Death or disability of a former employee.
Checklist for dependents and heirs
Join the HPAA's
Benefits Forum. Updates and online forum covering topics such as COBRA and retiree health
benefits, annual enrollment, and transition to Medicare.
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