Evergy, Inc. Non-Union Retirees Health & 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. Non-Union Retirees Health & Welfare Plan is a benefit plan reported by Evergy, Inc. under EIN 82-2733395 and plan number 504. The latest loaded filing year is 2023. The filing reports 5,633 participants and $72,246,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 504
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 5,633
- End-of-year plan assets
- $72,246,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,633 | H, C | 20241015170110NAL0015129475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,246,748
- Total liabilities (EOY)
- $471,265
- Net assets (EOY)
- $71,775,483
- Net assets (BOY)
- $73,042,395
Income & contributions
- Employer contributions
- $1,615,734
- Participant contributions
- $3,812,698
- Total contributions
- $5,428,432
- Total income / additions
- $13,173,815
Expenses & distributions
- Benefits paid
- $10,981,595
- Administrative expenses
- $3,459,132
- Total expenses
- $14,440,727
- Net increase / (decrease)
- -$1,266,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Sc | NONE | $152,283 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $58,332 | not reported in the loaded dataset | 2023 |
| The Taben Group | NONE | $48,608 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $42,649 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $34,411 | not reported in the loaded dataset | 2023 |
| Alight | RECORDKEEPER | $25,371 | $0 | 2023 |
| Caremarkpcs Health LLC | NONE | $20,110 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $12,709 | not reported in the loaded dataset | 2023 |
| Picket Chaney Mcmullen | AUDITOR | $6,413 | not reported in the loaded dataset | 2023 |
| Cbiz Advisors LLC | NONE | $5,849 | 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
- Sei Investments — Schedule C compensation
- The Taben Group — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Alight — Schedule C compensation
- Caremarkpcs Health LLC — Schedule C compensation
- Cigna — Schedule C compensation
- Picket Chaney Mcmullen — Schedule C compensation
- Cbiz Advisors LLC — Schedule C compensation