Retirement plan

HALLIBURTON RETIREMENT AND SAVINGS PLAN

Name: HALLIBURTON COMPANY - HALLIBURTON RETIREMENT AND SAVINGS PLAN (2019) Form 5500
Creator: HALLIBURTON COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALLIBURTON RETIREMENT AND SAVINGS PLAN, HALLIBURTON COMPANY

HALLIBURTON COMPANYEIN 75-2677995Plan #001PY 2019

HALLIBURTON BUILDING J, ROOM 348, 3000 N. SAM HOUSTON PKWY E. - HOUSTON, TX 770323219281-575-3000halliburton.comLinkedIn10001+ employeesoil & energy

Other plans on this EIN

6 filings

#005Retirement-$50.6M assets #060Retirement-$11.0M assets #175Retirement-$7.8M assets #145Retirement-$5.9M assets #022Retirement-$5.5M assets #193Retirement-$3.9M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed March 30, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$4899.5M

+12.0% from 2018

Total participants

35,059

-10.2% from 2018

Average account balance

$140,447

+23.5% from 2018

Annual return

18.02%

+22.75 pp from 2018

Benchmarks

See 1,091 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort1,091 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$4.88B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$215K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

22,707

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$283.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$68

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 8 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 64 · EIN 04-3532603	Recordkeeping Fees	$2,072,856
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 61-0736136	Participant Communication	$175,067
QDRO CONSULTANTS COMPANY, LLC5+ years Service code 16 · EIN 34-1820650	Consulting	$39,550
WEAVER AND TIDWELL, LLP3 years Service code 10 · EIN 75-0786316	Accounting	$32,550
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366	Consulting	$26,895
VINSON & ELKINS LLP5+ years Service code 29 · EIN 74-1183015	Legal	$17,160
DATAPOINT ANALYSIS GROUP LLC1 year Service code 15 · EIN 26-4427397	Recordkeeping	$12,230
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860	Bank Trustee	$5,499

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3F3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.4M

$113 / participant

Contract admin$2M87.0%
Other / not subdivided$311K13.0%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEAVER AND TIDWELL, LLP
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$140,447

$89,569+56.8%

$127,761+9.9%

$89,569+56.8%

Participation rate

99.2%

69.6%+29.6pp

79.0%+20.2pp

69.6%+29.6pp

Annual return

18.02%

34.56%-16.5pp

26.14%-8.1pp

34.56%-16.5pp

Employer contribution / active EE

$6,667

$2,584+158.0%

$4,574+45.8%

$2,584+158.0%

Participant deferral / active EE

$9,372

$4,220+122.1%

$6,021+55.6%

$4,220+122.1%

Admin fee / account holder

$68

$72-4.6%

$9,395-99.3%

$72-4.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 64 · EIN 04-3532603

Recordkeeping Fees

$2,072,856

MERCER1 year

Filed as: MERCER INVESTMENT CONSULTING, INC.

Service code 38 · EIN 61-0736136

Participant Communication

$175,067

QDRO CONSULTANTS COMPANY, LLC5+ years

Service code 16 · EIN 34-1820650

Consulting

$39,550

WEAVER AND TIDWELL, LLP3 years

Service code 10 · EIN 75-0786316

Accounting

$32,550

CURCIO WEBB1 year

Filed as: CURCIO WEBB, LLC

Service code 16 · EIN 36-4171366

Consulting

$26,895

VINSON & ELKINS LLP5+ years

Service code 29 · EIN 74-1183015

Legal

$17,160

DATAPOINT ANALYSIS GROUP LLC1 year

Service code 15 · EIN 26-4427397

Recordkeeping

$12,230

NORTHERN TRUST COMPANY1 year

Filed as: THE NORTHERN TRUST COMPANY

Service code 21 · EIN 36-1561860

Bank Trustee

$5,499

HALLIBURTON RETIREMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALLIBURTON RETIREMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion