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Original filing (PDF)20251014163551NAL0001656835001
NEXTERA ENERGY, INC.
Form 5500
FILING_RECEIVED
NEXTERA ENERGY, INC. EMPLOYEE HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 4
26% in single holding~3924 bps in Sched C feesNo recordkeeper disclosed22 service providers
Active participants
16,622
Accounts w/ balance
—
Plan assets (EOY)
$32.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Lease $ price" is 26% of plan.
- 3924 bps in Schedule C fees — 13431% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTERA ENERGY, INC..
Plan sponsor
Name
NEXTERA ENERGY, INC.
EIN
59-2449419
Address
700 UNIVERSE BOULEVARD HRB/JB · JUNO BEACH, FL · 334080420
Phone
(561) 542-9740
Industry
Utilitiessee all
Plan administrator
Name
EMPLOYEE BENEFIT PLANS ADMIN COMMITTEE - BRITTANY MCINTOSH
EIN
59-1705818
City
JUNO BEACH, FL
Phone
(561) 542-9740
Plan characteristics
Plan number
519
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
22 rowsOther
22| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL ADMIN | 57-0287419 | — | NONE | $5.9M | — |
| EDH HOLDINGS, LLC DBA EMP DIRECT | 45-3780484 | — | NONE | $1.2M | — |
| WEBTPA | 75-2611444 | — | NONE | $935K | — |
| CAREATC | 73-1598062 | — | NONE | $729K | — |
| CAREMARK | 95-3382344 | — | NONE | $684K | — |
| BEST DOCTORS | 04-2908444 | — | NONE | $567K | — |
| 98POINT6 | 47-3490194 | — | NONE | $547K | — |
| LYRA HEALTH INC. | 47-2935915 | — | NONE | $319K | — |
| CIGNA | 06-0303370 | — | NONE | $256K | — |
| GARNER HEALTH TECH INC. | 84-3555449 | — | NONE | $217K | — |
| LIVONGO HEALTH INC. | 26-3542036 | — | NONE | $211K | — |
| FINHEALTH INC. | 46-4753335 | — | NONE | $186K | — |
| VORI HEALTH | 85-2596482 | — | NONE | $172K | — |
| HEALTH STRATEGY | 20-4944393 | — | NONE | $165K | — |
| H S A ADMIN | 06-0273620 | — | NONE | $161K | — |
| RX SAVINGS SOLUTIONS | 26-3642434 | — | NONE | $149K | — |
| CROWE LLP | 35-0921680 | — | NONE | $73K | — |
| IPA ADMIN | 45-3047652 | — | NONE | $68K | — |
| PROGYNY, INC. | 27-2220139 | — | NONE | $58K | — |
| HEALTH FITNESS CORPORATION | 41-1580506 | — | NONE | $57K | — |
| WAGEWORKS | 94-3351864 | — | NONE | $42K | — |
| CONEXIS | 20-0198855 | — | NONE | $41K | — |
Investments
4 direct securities· $9.1M(28% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lease $ price | — | — | — | $2.4M | 7.3% | |
| – or (loss) (i) Net gain | — | — | $2.1M | $2.3M | 7.2% | |
| asset on (h) Current valuetransaction date $ 2,329,5482,153,3122,112,486 | — | — | $2.1M | $2.3M | 7.2% | |
| price 2,329,5482,153 | — | — | $2.2M | $2.1M | 6.5% |