2023 Form 5500 filing — Evergy, Inc. Joint Trusteed 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 20250711130336NAL0006354689001) for Evergy, Inc. Joint Trusteed Retirement Plan, reported by Evergy, Inc. under EIN 82-2733395 and plan number 002. It reports 2,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711130336NAL0006354689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 2,060
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,998,996
- Total liabilities (EOY)
- $281,531
- Net assets (EOY)
- $200,717,465
- Employer contributions
- $18,492,811
- Total income / additions
- $45,546,583
- Benefits paid
- $13,091,645
- Administrative expenses
- $2,255,141
- Total expenses
- $15,346,786
- Net increase / (decrease)
- $30,199,797
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $557,712 | $0 |
| Mercer | NONE | $141,178 | not reported in the loaded dataset |
| Commerce Bank | NONE | $111,440 | $2,542 |
| Spencer Fane Britt & Browne Llp | LEGAL | $47,367 | not reported in the loaded dataset |
| Milliman Inc | NONE | $30,052 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $29,772 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $11,340 | not reported in the loaded dataset |