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: 504
- Total Participants: 2,559
- Total Assets: $71.5M
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 | 2,559 | $71.5M | $1.6M | $2.8M |
| 2023 | 2,557 | $72.2M | $1.6M | $3.8M |
| 2022 | 3,419 | $73.5M | $4.4M | $4.2M |
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 | $112,075 | — | $112,075 |
| THE TABEN GROUP | Other Service Provider | $37,479 | — | $37,479 |
| CBIZ CPAS P.C. | Auditor | $33,548 | — | $33,548 |
| CVS PHARMACY, INC | Other Service Provider | $28,721 | — | $28,721 |
| AON CONSULTING, INC. | Recordkeeper | $25,669 | — | $25,669 |
| BANK OF NEW YORK MELLON | Other Service Provider | $22,989 | — | $22,989 |
| WILLIS TOWERS WATSON | Other Service Provider | $21,600 | — | $21,600 |
| WESTIN CROWN CENTER IN KANSAS CITY | Other Service Provider | $13,095 | — | $13,095 |
| CBIZ ADVISORS LLC | Other Service Provider | $13,028 | — | $13,028 |
| SPENCER FANE BRITT & BROWNE | ERISA Attorney | $8,100 | — | $8,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — Recordkeeper
- 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: $316,304
- Estimated Expense Ratio: 0.443% 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 | $2,162,495 | $56,428 | $164,896 | $33,548 | — |
| 2023 | $3,459,132 | $58,332 | $191,913 | $54,910 | — |
| 2022 | -$4,235,897 | $63,234 | $169,647 | — | $65,792 |