Evergy, Inc. Joint Trusteed 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. Joint Trusteed Retirement Plan is a benefit plan reported by Evergy, Inc. under EIN 82-2733395 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,060 participants and $200,998,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,060
- End-of-year plan assets
- $200,998,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,060 | H, C | 20250711130336NAL0006354689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,998,996
- Total liabilities (EOY)
- $281,531
- Net assets (EOY)
- $200,717,465
- Net assets (BOY)
- $170,517,668
Income & contributions
- Employer contributions
- $18,492,811
- Total contributions
- $18,492,811
- Total income / additions
- $45,546,583
Expenses & distributions
- Benefits paid
- $13,091,645
- Administrative expenses
- $2,255,141
- Total expenses
- $15,346,786
- Net increase / (decrease)
- $30,199,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments Company | NONE | $557,712 | $0 | 2023 |
| Mercer | NONE | $141,178 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $111,440 | $2,542 | 2023 |
| Spencer Fane Britt & Browne Llp | LEGAL | $47,367 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $30,052 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $29,772 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $11,340 | 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 Investments Company — Schedule C compensation
- Mercer — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Spencer Fane Britt & Browne Llp — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation