Evergy, Inc. Joint Trusteed Health And Welfare Plan — Form 5500 plan (Evergy, Inc.)
Plain-English plan 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, Evergy, Inc. Joint Trusteed Health And Welfare Plan is a benefit plan reported by Evergy, Inc. under EIN 82-2733395 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,596 participants and $51,427,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 501
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,596
- End-of-year plan assets
- $51,427,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,596 | H, C | 20241015153106NAL0014970243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,427,878
- Total liabilities (EOY)
- $1,105,823
- Net assets (EOY)
- $50,322,055
- Net assets (BOY)
- $43,728,425
Income & contributions
- Employer contributions
- $17,362,260
- Participant contributions
- $3,770,806
- Total contributions
- $21,133,066
- Total income / additions
- $25,124,298
Expenses & distributions
- Benefits paid
- $17,690,548
- Administrative expenses
- $840,120
- Total expenses
- $18,530,668
- Net increase / (decrease)
- $6,593,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Sc | NONE | $556,878 | not reported in the loaded dataset | 2023 |
| Lockton Companies | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Commerce Bank N.A. | NONE | $51,604 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $45,008 | not reported in the loaded dataset | 2023 |
| Taben Group | NONE | $34,535 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $31,640 | not reported in the loaded dataset | 2023 |
| Spencer Fane Britt & Browne | NONE | $15,806 | not reported in the loaded dataset | 2023 |
| Surency Life And Health | NONE | $10,230 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $8,314 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Bluecross Blueshield Of Sc — Schedule C compensation
- Lockton Companies — Schedule C compensation
- Commerce Bank N.A. — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Taben Group — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Spencer Fane Britt & Browne — Schedule C compensation
- Surency Life And Health — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation