Plan Snapshot
- Plan Sponsor: Halliburton Company
- Sponsor EIN: 752677995
- Sponsor Address: HALLIBURTON PLAZA 1, SUITE 2112, HOUSTON, TX, 770323219
- Plan Type: 401(k)
- Plan Number: 526
- Total Participants: 14,801
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14,801 | $0 | $0 | $0 |
| 2023 | 15,321 | $0 | $0 | $0 |
| 2022 | 15,115 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Other Service Provider | $6,330,449 | — | $6,330,449 |
| DELTA DENTAL INSURANCE CO. | Other Service Provider | $751,323 | — | $751,323 |
| CVS PHARMACY, INC | Other Service Provider | $559,082 | — | $559,082 |
| CARELON BEHAVIORAL HEALTH, INC | Other Service Provider | $452,342 | — | $452,342 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $5,064 | — | $5,064 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,098,260
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |