Plan5500

2023 Form 5500 filing — Evergy, Inc. Retirement 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 20250714173833NAL0000850291001) for Evergy, Inc. Retirement Plan, reported by Evergy, Inc. under EIN 82-2733395 and plan number 001. It reports 6,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250714173833NAL0000850291001
Filing year
2023
Form type
2
Plan sponsor
Evergy, Inc.
EIN
82-2733395
Plan number
001
Location
Kansas City, MO
Participants
6,909
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,160,147,216
Total liabilities (EOY)
$1,344,969
Net assets (EOY)
$1,158,802,247
Employer contributions
$20,414,000
Total income / additions
$218,111,895
Benefits paid
$93,622,619
Administrative expenses
$8,432,464
Total expenses
$102,055,083
Net increase / (decrease)
$116,056,812
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sei Investment Management CorpINVESTMENT MANAGER$1,642,262$0
Mercer (Us) IncNONE$594,663not reported in the loaded dataset
J.P.Morgan InvestmentNONE$400,875not reported in the loaded dataset
Willis Towers Watson Us LLCNONE$351,638not reported in the loaded dataset
The Bank Of New York MellonTRUSTEE$206,029$0
Cbiz Cpas P.C.NONE$51,250not reported in the loaded dataset
Spencer Fane Britt & BrowneNONE$12,810not reported in the loaded dataset
Mhm Retirement Plan SolutionsNONE$5,005not reported in the loaded dataset

Related Form 5500 pages