2023 Form 5500 filing — Nextera Energy, Inc. Employee Pension 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 20241011193702NAL0012889667001) for Nextera Energy, Inc. Employee Pension Plan, reported by Nextera Energy, Inc. under EIN 59-2449419 and plan number 001. It reports 26,981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011193702NAL0012889667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nextera Energy, Inc.
- EIN
- 59-2449419
- Plan number
- 001
- Location
- Juno Beach, FL
- Participants
- 26,981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,124,263,985
- Total liabilities (EOY)
- $247,936,097
- Net assets (EOY)
- $4,876,327,888
- Total income / additions
- $633,734,758
- Benefits paid
- $236,917,161
- Administrative expenses
- $49,282,637
- Total expenses
- $287,382,667
- Net increase / (decrease)
- $346,352,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comvest Capital Iv Lp | NONE | $5,188,443 | not reported in the loaded dataset |
| Comvest Credit Partners V Lp | NONE | $3,518,879 | not reported in the loaded dataset |
| Lcn Core Income Fund Lp | NONE | $2,876,081 | not reported in the loaded dataset |
| Iii Capital Management | NONE | $2,859,674 | not reported in the loaded dataset |
| Fidelity Institutional Operations | NONE | $2,380,748 | not reported in the loaded dataset |
| Comvest Investment Partners | NONE | $2,181,982 | not reported in the loaded dataset |
| Palisade Capital Management | NONE | $1,680,598 | not reported in the loaded dataset |
| Artisan Partners | NONE | $1,591,004 | not reported in the loaded dataset |
| New Mountain Partners Iv Lp | NONE | $1,446,348 | not reported in the loaded dataset |
| T. Rowe Price Associates | NONE | $1,356,081 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $1,292,256 | not reported in the loaded dataset |
| Carlyle Us Equity Opp Fd Ii Lp | NONE | $1,153,709 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $1,092,535 | not reported in the loaded dataset |
| Oak Hill Capital Partners V Lp | NONE | $1,091,800 | not reported in the loaded dataset |
| William Blair | NONE | $1,033,326 | not reported in the loaded dataset |
| Pathlight Capital Fund Iii Lp | NONE | $798,207 | not reported in the loaded dataset |
| York Special Opp Fund Iii-A Lp | NONE | $668,054 | not reported in the loaded dataset |
| Wellington Isc | NONE | $655,107 | not reported in the loaded dataset |
| New Mountain Partners Vi Lp | NONE | $631,459 | not reported in the loaded dataset |
| Gcp Securespace Property Ptns | NONE | $626,271 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $608,151 | not reported in the loaded dataset |
| Advent Capital Management, LLC | NONE | $580,884 | not reported in the loaded dataset |
| Nextera Energy, Inc. | PLAN SPONSOR | $552,916 | not reported in the loaded dataset |
| Specialty Loan Instl Fd 2016 L | NONE | $545,183 | not reported in the loaded dataset |
| Eagle Point Credit Management LLC | NONE | $498,783 | not reported in the loaded dataset |
| Ccmp Capital Investors Iii Lp | NONE | $488,558 | not reported in the loaded dataset |
| Icg Strategic Eq Fund Iv Lp | NONE | $475,382 | not reported in the loaded dataset |
| Aon | NONE | $447,183 | not reported in the loaded dataset |
| Jackson Square Partners, LLC | NONE | $415,021 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $405,499 | not reported in the loaded dataset |
| Stg Vii-A, Lp | NONE | $391,740 | not reported in the loaded dataset |
| Western Asset Management Co | NONE | $367,197 | not reported in the loaded dataset |
| Cohesive Capital Partners Iii | NONE | $354,352 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $348,514 | not reported in the loaded dataset |
| Cohesive Capital Ptns Iv Lp | NONE | $335,516 | not reported in the loaded dataset |
| Rocaton | NONE | $266,062 | not reported in the loaded dataset |
| York Special Opportunity Fund Ii-A | NONE | $249,658 | not reported in the loaded dataset |
| Universe Re LLC | NONE | $249,648 | not reported in the loaded dataset |
| Credit Value Fund Vii Lp | NONE | $241,822 | not reported in the loaded dataset |
| Ae Industrial Partners Fund Iii, Lp | NONE | $233,379 | not reported in the loaded dataset |
| Gso Capital Solutions Fd Iii | NONE | $222,947 | not reported in the loaded dataset |
| Crowe Llp | NONE | $175,285 | not reported in the loaded dataset |
| Gso Cap Sol Overseas Feeder Fund Ii | NONE | $167,065 | not reported in the loaded dataset |
| Icg Strategic Equity Iii Lp | NONE | $165,369 | not reported in the loaded dataset |
| Blackrock Inc | NONE | $128,838 | not reported in the loaded dataset |
| Midocean Tactical Credit Fund Iii | NONE | $102,944 | not reported in the loaded dataset |
| New Mountain Partners V Lp | NONE | $96,412 | not reported in the loaded dataset |
| State Street Bank And Trust Co. | NONE | $88,617 | not reported in the loaded dataset |
| Apollo Investment Fund Viii Lp | NONE | $85,051 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $81,250 | not reported in the loaded dataset |
| Carlyle U.S. Equity Opp Fund Lp | NONE | $58,326 | not reported in the loaded dataset |
| Dynamo Software Inc. | NONE | $51,384 | not reported in the loaded dataset |
| Kayne Solutions Fund Lp | NONE | $48,922 | not reported in the loaded dataset |
| Rialto Re Fund Iii-Debt Lp | NONE | $37,751 | not reported in the loaded dataset |
| Apollo Credit Opp Fd Iii Lp | NONE | $8,333 | not reported in the loaded dataset |
| Cieba | NONE | $6,495 | not reported in the loaded dataset |
| Ice Baml Index | NONE | $5,000 | not reported in the loaded dataset |