Original filing (PDF)20251015143254NAL0005142849001

EVERGY KANSAS CENTRAL, INC.

Name: EVERGY KANSAS CENTRAL, INC. — EVERGY KANSAS CENTRAL, INC. GROUP WELFARE PLANS FOR RETIRED EMPLOYEES, Form 5500 (2024)
Creator: EVERGY KANSAS CENTRAL, INC.

Form 5500

FILING_RECEIVED

EVERGY KANSAS CENTRAL, INC. GROUP WELFARE PLANS FOR RETIRED EMPLOYEES

Health & welfare plan

Signals · 3

44% in single holdingNo recordkeeper disclosed6 service providers

Active participants

1,675

Accounts w/ balance

—

Plan assets (EOY)

$101.1M

Net assets (EOY)

$100.9M

How this plan invests

This plan

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGY KANSAS CENTRAL, INC..

Plan sponsor

Name

EVERGY KANSAS CENTRAL, INC.

EIN

48-0290150

Address

P. O. BOX 418679 · KANSAS CITY, MO · 641419679

Phone

(816) 556-2200

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

557

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENT	23-1707341	—	INVESTMENT MANAGER	$84K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPAS P.C.	43-1947695	—	AUDITOR	$33K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

8 direct securities· $99.1M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
SIIT CORE FIXED INCOME-A	—	—	$52.9M	$44.0M	43.5%
SEI INST INV LARGE CAP INDEX	—	—	$20.5M	$20.1M	19.9%
SEI INST INV WORLD EQUITY INDEX	—	—	$20.9M	$17.3M	17.1%
SEI EXTENDED MKT INDEX-A	—	—	$7.3M	$6.0M	5.9%

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