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Original filing (PDF)20251015143254NAL0005142849001
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)
85
/ 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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SIIT CORE FIXED INCOME-A" is 44% of plan.
- 25 bps in Schedule C fees — 152% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT | 23-1707341 | — | INVESTMENT MANAGER | $84K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $33K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 26-0775680 | — | NONE | $93K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $26K | — |
| THE TABEN GROUP | — | OVERLAND PARK, KS | NONE | $13K | — |
| MHM RETIREMENT PLAN SOLUTIONS | 20-1876798 | — | NONE | $6K | — |
Investments
8 direct securities· $99.1M(98% of reported assets)
| PI | 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% | |
| SEI MUTLI-ASSET REAL RET-A | — | — | $5.6M | $4.8M | 4.7% | |
| SIIT HIGH YIELD BOND-A | — | — | $3.6M | $3.0M | 3.0% | |
| SEI INST INV EMG MKT DEBT-A | — | — | $3.4M | $2.9M | 2.9% | |
| JP MORGAN US TRES INC IJPM199 | — | — | $999K | $999K | 1.0% |