Evergy, Inc. Retirement 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. Retirement Plan is a benefit plan reported by Evergy, Inc. under EIN 82-2733395 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,909 participants and $1,160,147,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 6,909
- End-of-year plan assets
- $1,160,147,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,909 | H, C | 20250714173833NAL0000850291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,160,147,216
- Total liabilities (EOY)
- $1,344,969
- Net assets (EOY)
- $1,158,802,247
- Net assets (BOY)
- $1,042,745,435
Income & contributions
- Employer contributions
- $20,414,000
- Total contributions
- $20,414,000
- Total income / additions
- $218,111,895
Expenses & distributions
- Benefits paid
- $93,622,619
- Administrative expenses
- $8,432,464
- Total expenses
- $102,055,083
- Net increase / (decrease)
- $116,056,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Corp | INVESTMENT MANAGER | $1,642,262 | $0 | 2023 |
| Mercer (Us) Inc | NONE | $594,663 | not reported in the loaded dataset | 2023 |
| J.P.Morgan Investment | NONE | $400,875 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $351,638 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $206,029 | $0 | 2023 |
| Cbiz Cpas P.C. | NONE | $51,250 | not reported in the loaded dataset | 2023 |
| Spencer Fane Britt & Browne | NONE | $12,810 | not reported in the loaded dataset | 2023 |
| Mhm Retirement Plan Solutions | NONE | $5,005 | 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
- Sei Investment Management Corp — Schedule C compensation
- Mercer (Us) Inc — Schedule C compensation
- J.P.Morgan Investment — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Spencer Fane Britt & Browne — Schedule C compensation
- Mhm Retirement Plan Solutions — Schedule C compensation