Evergy, Inc.'s EIN is 82-2733395.
Download the official 2023 Form 5500 (PDF) for Evergy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Evergy, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP | 04-2452803 | — | INVESTMENT MANAGER | $1.6M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $906.2M | 78.1% | |
| [Assets held in common collective trust] | Other | — | — | $200.8M | 17.3% | |
| SEI STRUCTURED CREDIT COLLECTIVE SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | — | $99.3M | 8.6% | |
| SEI SPECIAL SITUATIONS FUND SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | — | — | $54.1M | 4.7% | |
| JPMCB STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, NA · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $39.0M | 3.4% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $8.4M | 0.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $116K | <0.1% |
| TRUSTEE |
| $206K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | 13-2834414 | — | NONE | $595K | — |
| J.P.MORGAN INVESTMENT | 13-3200244 | — | NONE | $401K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $352K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $51K | — |
| SPENCER FANE BRITT & BROWNE | 44-0561981 | — | NONE | $13K | — |
| MHM RETIREMENT PLAN SOLUTIONS | 34-1874260 | — | NONE | $5K | — |
