2023 Form 5500 filing — Evergy, Inc. Non-Union Retirees Health & Welfare 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 20241015170110NAL0015129475001) for Evergy, Inc. Non-Union Retirees Health & Welfare Plan, reported by Evergy, Inc. under EIN 82-2733395 and plan number 504. It reports 5,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170110NAL0015129475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 504
- Location
- Kansas City, MO
- Participants
- 5,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,246,748
- Total liabilities (EOY)
- $471,265
- Net assets (EOY)
- $71,775,483
- Employer contributions
- $1,615,734
- Participant contributions
- $3,812,698
- Total income / additions
- $13,173,815
- Benefits paid
- $10,981,595
- Administrative expenses
- $3,459,132
- Total expenses
- $14,440,727
- Net increase / (decrease)
- -$1,266,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Sc | NONE | $152,283 | not reported in the loaded dataset |
| Sei Investments | NONE | $58,332 | not reported in the loaded dataset |
| The Taben Group | NONE | $48,608 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $42,649 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $34,411 | not reported in the loaded dataset |
| Alight | RECORDKEEPER | $25,371 | $0 |
| Caremarkpcs Health LLC | NONE | $20,110 | not reported in the loaded dataset |
| Cigna | NONE | $12,709 | not reported in the loaded dataset |
| Picket Chaney Mcmullen | AUDITOR | $6,413 | not reported in the loaded dataset |
| Cbiz Advisors LLC | NONE | $5,849 | not reported in the loaded dataset |