Halliburton Retirement 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 Plan is a benefit plan reported by Halliburton Company under EIN 75-2677995 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,643 participants and $36,822,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halliburton Company
- EIN
- 75-2677995
- Plan number
- 005
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,643
- End-of-year plan assets
- $36,822,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,643 | H, C | 20240920103646NAL0012849392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,822,000
- Total liabilities (EOY)
- $127,000
- Net assets (EOY)
- $36,695,000
- Net assets (BOY)
- $36,310,000
Income & contributions
- Employer contributions
- $1,110,000
- Total contributions
- $1,110,000
- Total income / additions
- $5,097,000
Expenses & distributions
- Benefits paid
- $3,965,000
- Administrative expenses
- $747,000
- Total expenses
- $4,712,000
- Net increase / (decrease)
- $385,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Benefits Advisors, Inc. | NONE | $306,883 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware Inc. | NONE | $73,999 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | NONE | $29,664 | not reported in the loaded dataset | 2023 |
| Vinson & Elkins Llp | NONE | $11,900 | 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
- Strategic Benefits Advisors, Inc. — Schedule C compensation
- Towers Watson Delaware Inc. — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Vinson & Elkins Llp — Schedule C compensation