# Evergy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/evergy-inc-822733395-504

> Evergy, INC.'s Health & Welfare plan: 2,559 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:** 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.](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [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:** $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|

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

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- [Evergy Kansas Central, INC.](https://planprovider.pro/companies/evergy-kansas-central-inc-480290150-557) — 1,675 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evergy-inc-822733395-504)

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