# Evergy Kansas Central, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/evergy-kansas-central-inc-480290150-557

> Evergy Kansas Central, INC.'s Health & Welfare plan: 1,675 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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