PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NEXTERA ENERGY, INC.
Sponsor portfolioTH

NEXTERA ENERGY, INC.

EIN 59-2449419-utilities-Latest filing 2024
Plans
4
Retirement
2
$10.83B assets
Welfare
2
$36.0M premiums
Participants
76,731
700 UNIVERSE BOULEVARD HRB/JB - JUNO BEACH, FL 334080420561-542-9740nexteraenergy.comLinkedIn10001+ employeesutilities
Plans on this EIN
4 filings
#002ESOP-$5.48B - 22,082 part#001CashBalance-$5.35B - 29,209 part#519Mixed-$28.3M - 31,031 lives#504Mixed-$7.7M - 3,317 lives

Retirement portfolio analytics

2 plans aggregated / $10.83B assets / 51,291 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE RETIREMENT Savings (#002)51%
  • INC. EMPLOYEE PENSION (#001)49%
Total $10.83BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE PENSION (#001)29,209
  • EMPLOYEE RETIREMENT Savings (#002)22,082
Total 51,291Click row to drill in

Benefits portfolio analytics

2 plans / $36.0M premiums / 34,348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$25.3M
  • Life$24.5M
  • Long-term disability$8.0M
  • Vision$1.9M
  • Dental$919K
  • Health$705K
Total $36.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • METROPOLITAN LIFE INSURANCE COMPANY73%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • DELTA DENTAL OF CALIFORNIA1%
Total $36.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
147%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES147%
  • PACIFIC RESOURCE BENEFIT ADVISORS68%
  • AON CONSULTING INC-115%
Total $177K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEXTERA ENERGY, INC. EMPLOYEE RETIREMENT SAVINGS PLAN

ESOP

Assets$5.48B
Participants22,082
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN

CashBalance

Assets$5.35B
Participants29,209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519

NEXTERA ENERGY, INC. EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$28.3M
Covered lives31,031
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NEXTERA ENERGY, INC. RETIREE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.7M
Covered lives3,317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEXTERA ENERGY, INC. EMPLOYEE RETIREMENT SAVINGS PLANESOP$5.48B22,0822024
001NEXTERA ENERGY, INC. EMPLOYEE PENSION PLANCashBalance$5.35B29,2092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
519NEXTERA ENERGY, INC. EMPLOYEE HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$28.3M31,0312024
504NEXTERA ENERGY, INC. RETIREE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$7.7M3,3172024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica