2023 Form 5500 filing — Nextera Energy, Inc. Employee Retirement 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 20241011224129NAL0038464064001) for Nextera Energy, Inc. Employee Retirement Savings Plan, reported by Nextera Energy, Inc. under EIN 59-2449419 and plan number 002. It reports 20,961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011224129NAL0038464064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nextera Energy, Inc.
- EIN
- 59-2449419
- Plan number
- 002
- Location
- Juno Beach, FL
- Participants
- 20,961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,032,560,768
- Total liabilities (EOY)
- $2,567,460
- Net assets (EOY)
- $5,029,993,308
- Employer contributions
- $77,922,196
- Participant contributions
- $199,873,206
- Total income / additions
- $216,945,901
- Benefits paid
- $622,546,621
- Administrative expenses
- $4,306,331
- Total expenses
- $627,056,557
- Net increase / (decrease)
- -$410,110,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price | NONE | $1,227,162 | $0 |
| Fidelity Investments Institutional | TRUSTEE | $952,231 | $0 |
| Jackson Square | NONE | $615,067 | $0 |
| Rocaton Investment Advisors LLC | NONE | $281,802 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $242,904 | $0 |
| Nextera Energy, Inc. | PLAN SPONSOR | $235,550 | not reported in the loaded dataset |
| Crowe Llp | NONE | $85,059 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $31,250 | not reported in the loaded dataset |
| Smartpath, Inc. | NONE | $11,750 | not reported in the loaded dataset |