Plan5500

Nextera Energy, Inc. Employee Pension Plan — Form 5500 plan (Nextera Energy, Inc.)

Plain-English plan 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, Nextera Energy, Inc. Employee Pension Plan is a benefit plan reported by Nextera Energy, Inc. under EIN 59-2449419 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,981 participants and $5,124,263,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nextera Energy, Inc.
EIN
59-2449419
Plan number
001
Plan type
2
Location
Juno Beach, FL
Latest filing year
2023
Participants
26,981
End-of-year plan assets
$5,124,263,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,981H, C20241011193702NAL0012889667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,124,263,985
Total liabilities (EOY)
$247,936,097
Net assets (EOY)
$4,876,327,888
Net assets (BOY)
$4,529,975,797

Income & contributions

Total contributions
$0
Total income / additions
$633,734,758

Expenses & distributions

Benefits paid
$236,917,161
Administrative expenses
$49,282,637
Total expenses
$287,382,667
Net increase / (decrease)
$346,352,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comvest Capital Iv LpNONE$5,188,443not reported in the loaded dataset2023
Comvest Credit Partners V LpNONE$3,518,879not reported in the loaded dataset2023
Lcn Core Income Fund LpNONE$2,876,081not reported in the loaded dataset2023
Iii Capital ManagementNONE$2,859,674not reported in the loaded dataset2023
Fidelity Institutional OperationsNONE$2,380,748not reported in the loaded dataset2023
Comvest Investment PartnersNONE$2,181,982not reported in the loaded dataset2023
Palisade Capital ManagementNONE$1,680,598not reported in the loaded dataset2023
Artisan PartnersNONE$1,591,004not reported in the loaded dataset2023
New Mountain Partners Iv LpNONE$1,446,348not reported in the loaded dataset2023
T. Rowe Price AssociatesNONE$1,356,081not reported in the loaded dataset2023
Jp Morgan Asset ManagementNONE$1,292,256not reported in the loaded dataset2023
Carlyle Us Equity Opp Fd Ii LpNONE$1,153,709not reported in the loaded dataset2023
Morgan StanleyNONE$1,092,535not reported in the loaded dataset2023
Oak Hill Capital Partners V LpNONE$1,091,800not reported in the loaded dataset2023
William BlairNONE$1,033,326not reported in the loaded dataset2023
Pathlight Capital Fund Iii LpNONE$798,207not reported in the loaded dataset2023
York Special Opp Fund Iii-A LpNONE$668,054not reported in the loaded dataset2023
Wellington IscNONE$655,107not reported in the loaded dataset2023
New Mountain Partners Vi LpNONE$631,459not reported in the loaded dataset2023
Gcp Securespace Property PtnsNONE$626,271not reported in the loaded dataset2023
Mackay Shields LLCNONE$608,151not reported in the loaded dataset2023
Advent Capital Management, LLCNONE$580,884not reported in the loaded dataset2023
Nextera Energy, Inc.PLAN SPONSOR$552,916not reported in the loaded dataset2023
Specialty Loan Instl Fd 2016 LNONE$545,183not reported in the loaded dataset2023
Eagle Point Credit Management LLCNONE$498,783not reported in the loaded dataset2023
Ccmp Capital Investors Iii LpNONE$488,558not reported in the loaded dataset2023
Icg Strategic Eq Fund Iv LpNONE$475,382not reported in the loaded dataset2023
AonNONE$447,183not reported in the loaded dataset2023
Jackson Square Partners, LLCNONE$415,021not reported in the loaded dataset2023
Bank Of New York MellonTRUSTEE$405,499not reported in the loaded dataset2023
Stg Vii-A, LpNONE$391,740not reported in the loaded dataset2023
Western Asset Management CoNONE$367,197not reported in the loaded dataset2023
Cohesive Capital Partners IiiNONE$354,352not reported in the loaded dataset2023
Dodge & CoxNONE$348,514not reported in the loaded dataset2023
Cohesive Capital Ptns Iv LpNONE$335,516not reported in the loaded dataset2023
RocatonNONE$266,062not reported in the loaded dataset2023
York Special Opportunity Fund Ii-ANONE$249,658not reported in the loaded dataset2023
Universe Re LLCNONE$249,648not reported in the loaded dataset2023
Credit Value Fund Vii LpNONE$241,822not reported in the loaded dataset2023
Ae Industrial Partners Fund Iii, LpNONE$233,379not reported in the loaded dataset2023
Gso Capital Solutions Fd IiiNONE$222,947not reported in the loaded dataset2023
Crowe LlpNONE$175,285not reported in the loaded dataset2023
Gso Cap Sol Overseas Feeder Fund IiNONE$167,065not reported in the loaded dataset2023
Icg Strategic Equity Iii LpNONE$165,369not reported in the loaded dataset2023
Blackrock IncNONE$128,838not reported in the loaded dataset2023
Midocean Tactical Credit Fund IiiNONE$102,944not reported in the loaded dataset2023
New Mountain Partners V LpNONE$96,412not reported in the loaded dataset2023
State Street Bank And Trust Co.NONE$88,617not reported in the loaded dataset2023
Apollo Investment Fund Viii LpNONE$85,051not reported in the loaded dataset2023
Nepc, LLCNONE$81,250not reported in the loaded dataset2023
Carlyle U.S. Equity Opp Fund LpNONE$58,326not reported in the loaded dataset2023
Dynamo Software Inc.NONE$51,384not reported in the loaded dataset2023
Kayne Solutions Fund LpNONE$48,922not reported in the loaded dataset2023
Rialto Re Fund Iii-Debt LpNONE$37,751not reported in the loaded dataset2023
Apollo Credit Opp Fd Iii LpNONE$8,333not reported in the loaded dataset2023
CiebaNONE$6,495not reported in the loaded dataset2023
Ice Baml IndexNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages