# Evergy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/evergy-inc-822733395-501

> Evergy, INC.'s Health & Welfare plan: 1,179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [SPENCER FANE BRITT & BROWNE](https://planprovider.pro/provider/spencer-fane-llp) — 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|

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- [Evergy, INC.](https://planprovider.pro/companies/evergy-inc-401k-plan) — 5,937 participants

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- [Evergy, INC.](https://planprovider.pro/companies/evergy-inc-822733395-504) — 2,559 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evergy-inc-822733395-501)

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