Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HALLIBURTON COMPANY
EIN 75-2677995oil & energyLatest filing 2024
Plans
7
Retirement
3
$4.57B assets
Welfare
4
$23.1M premiums
Participants
71,435
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 / $4.57B assets / 26,332 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $23.1M premiums / 28,495 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$11.2M
- Other$10.9M
- Health$5.9M
- Long-term disability$3.2M
- Vision$2.7M
- Dental$1.6M
Carrier market share
Premium dollars by Schedule A carrier
81%top
- METROPOLITAN LIFE INSURANCE COMPANY81%
- VISION SERVICE PLAN12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- ALPHA DENTAL PROGRAMS, INC.1%
- FALLON HEALTH0%
- +1 more
Broker market share
Schedule A broker compensation
74%top
- MERCER HEALTH AND BENEFITS, LLC74%
- BSC AGENCY LLC26%
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$4.54B
Participants24,712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
HALLIBURTON RETIREMENT PLAN
TraditionalDB
Assets$31.7M
Participants1,496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#145
HALLIBURTON SAVINGS PLAN
401k
Assets$5.3M
Participants124
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$22.8M
Covered lives28,181
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$321K
Covered lives314
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 | $4.54B | 24,712 | 2024 | |
| 005 | HALLIBURTON RETIREMENT PLAN | TraditionalDB | $31.7M | 1,496 | 2024 | |
| 145 | HALLIBURTON SAVINGS PLAN | 401k | $5.3M | 124 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 526 | HALLIBURTON ENERGY SERVICES, INC. WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $22.8M | 28,181 | 2024 | |
| 513 | HALLIBURTON ENERGY SERVICES, INC. RETIREE MEDICAL BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $321K | 314 | 2024 | |
| 511 | HALLIBURTON COMPANY SEVERANCE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 523 | HALLIBURTON COMPANY LEGAL CONSULTATION PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans