2023 Form 5500 filing — Halliburton Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920103902NAL0007655777001) for Halliburton Retirement And Savings Plan, reported by Halliburton Company under EIN 75-2677995 and plan number 001. It reports 27,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920103902NAL0007655777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halliburton Company
- EIN
- 75-2677995
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 27,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,249,181,000
- Total liabilities (EOY)
- $897,000
- Net assets (EOY)
- $4,248,284,000
- Employer contributions
- $115,590,000
- Participant contributions
- $156,150,000
- Total income / additions
- $848,196,000
- Benefits paid
- $431,454,000
- Administrative expenses
- $1,753,000
- Total expenses
- $433,420,000
- Net increase / (decrease)
- $414,776,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $1,337,882 | not reported in the loaded dataset |
| Mercer Investment Consulting, Inc. | NONE | $185,582 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $167,900 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | NONE | $31,930 | not reported in the loaded dataset |
| Vinson & Elkins Llp | NONE | $10,000 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $9,940 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $7,350 | not reported in the loaded dataset |