Nextera Energy, Inc. Employee Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Nextera Energy, Inc. under EIN 59-2449419 and plan number 002. The latest loaded filing year is 2023. The filing reports 20,961 participants and $5,032,560,768 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
- 002
- Plan type
- 2
- Location
- Juno Beach, FL
- Latest filing year
- 2023
- Participants
- 20,961
- End-of-year plan assets
- $5,032,560,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,961 | H, C | 20241011224129NAL0038464064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,032,560,768
- Total liabilities (EOY)
- $2,567,460
- Net assets (EOY)
- $5,029,993,308
- Net assets (BOY)
- $5,437,644,304
Income & contributions
- Employer contributions
- $77,922,196
- Participant contributions
- $199,873,206
- Total contributions
- $304,233,043
- Total income / additions
- $216,945,901
Expenses & distributions
- Benefits paid
- $622,546,621
- Administrative expenses
- $4,306,331
- Total expenses
- $627,056,557
- Net increase / (decrease)
- -$410,110,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price | NONE | $1,227,162 | $0 | 2023 |
| Fidelity Investments Institutional | TRUSTEE | $952,231 | $0 | 2023 |
| Jackson Square | NONE | $615,067 | $0 | 2023 |
| Rocaton Investment Advisors LLC | NONE | $281,802 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $242,904 | $0 | 2023 |
| Nextera Energy, Inc. | PLAN SPONSOR | $235,550 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $85,059 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $31,250 | not reported in the loaded dataset | 2023 |
| Smartpath, Inc. | NONE | $11,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nextera Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Juno Beach, FL
- T Rowe Price — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Jackson Square — Schedule C compensation
- Rocaton Investment Advisors LLC — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Nextera Energy, Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Smartpath, Inc. — Schedule C compensation