Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HALLIBURTON COMPANY
EIN 75-2677995oil & energyLatest filing 2025
Plans
7
Retirement
3
$4.91B assets
Welfare
4
$25.2M premiums
Participants
65,919
HALLIBURTON PLAZA 1, SUITE 2112, 3000 N. SAM HOUSTON PKWY E. - HOUSTON, TX 770323219281-575-3000halliburton.comLinkedIn10001+ employeesoil & energy
Retirement portfolio analytics
3 plans aggregated / $4.91B assets / 24,467 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $25.2M premiums / 25,980 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$11.3M
- Life$11.1M
- Health$7.5M
- Dental$3.1M
- Long-term disability$3.0M
- Vision$2.6M
Carrier market share
Premium dollars by Schedule A carrier
74%top
- METROPOLITAN LIFE INSURANCE COMPANY74%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
- VISION SERVICE PLAN10%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
- +3 more
Broker market share
Schedule A broker compensation
76%top
- MERCER HEALTH AND BENEFITS, LLC76%
- BSC AGENCY LLC23%
- BUSINESSSOLVER.COM, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HALLIBURTON RETIREMENT AND SAVINGS PLAN
401k
Assets$4.88B
Participants22,998
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
HALLIBURTON RETIREMENT PLAN
TraditionalDB
Assets$26.0M
Participants1,355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#145
HALLIBURTON SAVINGS PLAN
401k
Assets$5.4M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526
HALLIBURTON ENERGY SERVICES, INC. WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$25.0M
Covered lives25,690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
HALLIBURTON ENERGY SERVICES, INC. RETIREE MEDICAL BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$281K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
HALLIBURTON COMPANY SEVERANCE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
HALLIBURTON COMPANY LEGAL CONSULTATION PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALLIBURTON RETIREMENT AND SAVINGS PLAN | 401k | $4.88B | 22,998 | 2025 | |
| 005 | HALLIBURTON RETIREMENT PLAN | TraditionalDB | $26.0M | 1,355 | 2025 | |
| 145 | HALLIBURTON SAVINGS PLAN | 401k | $5.4M | 114 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 526 | HALLIBURTON ENERGY SERVICES, INC. WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $25.0M | 25,690 | 2025 | |
| 513 | HALLIBURTON ENERGY SERVICES, INC. RETIREE MEDICAL BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $281K | 290 | 2025 | |
| 511 | HALLIBURTON COMPANY SEVERANCE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 523 | HALLIBURTON COMPANY LEGAL CONSULTATION PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans