2023 Form 5500 filing — Evergy, Inc. Joint Trusteed Health And 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 20241015153106NAL0014970243001) for Evergy, Inc. Joint Trusteed Health And Welfare Plan, reported by Evergy, Inc. under EIN 82-2733395 and plan number 501. It reports 2,596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153106NAL0014970243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 2,596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,427,878
- Total liabilities (EOY)
- $1,105,823
- Net assets (EOY)
- $50,322,055
- Employer contributions
- $17,362,260
- Participant contributions
- $3,770,806
- Total income / additions
- $25,124,298
- Benefits paid
- $17,690,548
- Administrative expenses
- $840,120
- Total expenses
- $18,530,668
- Net increase / (decrease)
- $6,593,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Sc | NONE | $556,878 | not reported in the loaded dataset |
| Lockton Companies | NONE | $80,000 | not reported in the loaded dataset |
| Commerce Bank N.A. | NONE | $51,604 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $45,008 | not reported in the loaded dataset |
| Taben Group | NONE | $34,535 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $31,640 | not reported in the loaded dataset |
| Spencer Fane Britt & Browne | NONE | $15,806 | not reported in the loaded dataset |
| Surency Life And Health | NONE | $10,230 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $8,314 | not reported in the loaded dataset |