Plan Snapshot
- Plan Sponsor: Evergy Kansas Central, INC.
- Sponsor EIN: 480290150
- Sponsor Address: P. O. BOX 418679, KANSAS CITY, MO, 641419679
- Plan Type: Health & Welfare
- Plan Number: 557
- Total Participants: 1,675
- Total Assets: $101.1M
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 | 1,675 | $101.1M | $610,814 | $160,920 |
| 2023 | 1,717 | $101.5M | $478,105 | $249,385 |
| 2022 | 1,837 | $99.8M | $644,930 | $225,262 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Other Service Provider | $92,704 | — | $92,704 |
| SEI INVESTMENT | Investment Advisor | $84,049 | — | $84,049 |
| CBIZ CPAS P.C. | Auditor | $32,588 | — | $32,588 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $26,263 | — | $26,263 |
| THE TABEN GROUP | Other Service Provider | $13,280 | — | $13,280 |
| MHM RETIREMENT PLAN SOLUTIONS | Other Service Provider | $5,600 | — | $5,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,484
- Estimated Expense Ratio: 0.252% 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 | $999,328 | $84,049 | $19,334 | $32,588 | — |
| 2023 | $1,887,550 | $87,055 | $35,087 | $25,523 | — |
| 2022 | -$3,048,921 | $94,632 | — | — | $192,863 |