Plan Snapshot
- Plan Sponsor: Evergy, INC.
- Sponsor EIN: 822733395
- Sponsor Address: P. O. BOX 418679, KANSAS CITY, MO, 641419679
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,179
- Total Assets: $56.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,179 | $56.4M | $14.3M | $3.0M |
| 2023 | 1,138 | $51.4M | $17.4M | $3.8M |
| 2022 | 1,195 | $46.8M | $21.4M | $4.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF SC | Other Service Provider | $534,864 | — | $534,864 |
| LOCKTON COMPANIES | Investment Advisor | $81,154 | — | $81,154 |
| COMMERCE BANK N.A. | Other Service Provider | $58,944 | — | $58,944 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $43,577 | — | $43,577 |
| TABEN GROUP | Other Service Provider | $34,890 | — | $34,890 |
| CBIZ CPAS P.C. | Other Service Provider | $31,550 | — | $31,550 |
| SPENCER FANE BRITT & BROWNE | ERISA Attorney | $16,960 | — | $16,960 |
| CBIZ ADVISORS, LLC | Other Service Provider | $10,234 | — | $10,234 |
| MHM RETIREMENT PLAN SOLUTIONS | Other Service Provider | $8,780 | — | $8,780 |
| ASSOCIATES INTERNATIONAL, INC. | Other Service Provider | $7,419 | — | $7,419 |
| SURENCY LIFE AND HEALTH | Other Service Provider | $5,168 | — | $5,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON COMPANIES — Investment Advisor
- SPENCER FANE BRITT & BROWNE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $833,540
- Estimated Expense Ratio: 1.477% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $832,904 | — | $578,441 | $31,550 | — |
| 2023 | $840,120 | — | $601,886 | $31,640 | — |
| 2022 | $532,141 | — | $306,252 | — | $59,916 |