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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T Rowe PriceNONE$1,227,162$0
Fidelity Investments InstitutionalTRUSTEE$952,231$0
Jackson SquareNONE$615,067$0
Rocaton Investment Advisors LLCNONE$281,802not reported in the loaded dataset
Blackrock Institutional Trust Co.NONE$242,904$0
Nextera Energy, Inc.PLAN SPONSOR$235,550not reported in the loaded dataset
Crowe LlpNONE$85,059not reported in the loaded dataset
Nepc, LLCNONE$31,250not reported in the loaded dataset
Smartpath, Inc.NONE$11,750not reported in the loaded dataset

Related Form 5500 pages