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Original filing (PDF)20250908101135NAL0032527952001
HALLIBURTON COMPANY
Form 5500
FILING_RECEIVED
HALLIBURTON ENERGY SERVICES, INC. WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
14,801
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLIBURTON COMPANY.
Plan sponsor
Name
HALLIBURTON COMPANY
EIN
75-2677995
Address
HALLIBURTON PLAZA 1, SUITE 2112 · 3000 N. SAM HOUSTON PKWY E. · HOUSTON, TX · 770323219
Phone
(281) 575-3000
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
HALLIBURTON CO. BENEFITS COMMITTEE
EIN
75-2677995
City
HOUSTON, TX
Phone
(281) 575-3000
Plan characteristics
Plan number
526
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | 36-1236610 | — | NONE | $6.3M | — |
| DELTA DENTAL INSURANCE CO. | 94-2761537 | — | NONE | $751K | — |
| CVS PHARMACY, INC | 05-0340626 | — | NONE | $559K | — |
| CARELON BEHAVIORAL HEALTH, INC | 54-1414194 | — | NONE | $452K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.