Halliburton Retirement And Savings Plan — Form 5500 plan (Halliburton Company)
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, Halliburton Retirement And Savings Plan is a benefit plan reported by Halliburton Company under EIN 75-2677995 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,094 participants and $4,249,181,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halliburton Company
- EIN
- 75-2677995
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 27,094
- End-of-year plan assets
- $4,249,181,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,094 | H, C | 20240920103902NAL0007655777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,249,181,000
- Total liabilities (EOY)
- $897,000
- Net assets (EOY)
- $4,248,284,000
- Net assets (BOY)
- $3,833,508,000
Income & contributions
- Employer contributions
- $115,590,000
- Participant contributions
- $156,150,000
- Total contributions
- $280,847,000
- Total income / additions
- $848,196,000
Expenses & distributions
- Benefits paid
- $431,454,000
- Administrative expenses
- $1,753,000
- Total expenses
- $433,420,000
- Net increase / (decrease)
- $414,776,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $1,337,882 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting, Inc. | NONE | $185,582 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $167,900 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | NONE | $31,930 | not reported in the loaded dataset | 2023 |
| Vinson & Elkins Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $9,940 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $7,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Halliburton Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investment Consulting, Inc. — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Vinson & Elkins Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation