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 |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPENCER FANE BRITT & BROWNE LLP | — | KANSAS CITY, MO | LEGAL | $47K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $558K | — |
| MERCER | — | ST LOUIS, MO | NONE | $141K | — |
| COMMERCE BANK | 48-0962626 | — | NONE | $111K | — |
| MILLIMAN INC | 91-0675641 | — | NONE | $30K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEI INSTITUTIONAL INVESTMENT TRUST WORLD EQUITY EX US FUND-A Mutual funds (2,667,679 shares) | Other securities | — | $25.6M | $35.8M | 17.8% | |
| SEI CORE PROP. INV. COL. TRUST FUND SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $9.6M | $26.4M | 13.1% | |
| SEI INSTITUTIONAL INVESTMENT TRUST S&P 500 INDEX FUND A Mutual funds (693,812 shares) | Common Collective Trusts | — | $12.2M | $16.9M | 8.4% | |
| SEI INSTITUTIONAL INVESTMENT TRUST LARGE CAP DISCIPLINED EQUITY FUND-A Mutual funds (1,363,543 shares) | Other securities | — | $12.2M | $16.8M | 8.4% | |
| SEI SPECIAL SITUATIONS COL. FUND SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | — | $6.4M | $13.6M | 6.8% | |
| SEI INSTITUTIONAL INVESTMENT TRUST DYNAMIC ASSET ALLOCATION FUND A Mutual funds (365,301 shares) | Other securities | — | $6.3M | $8.5M | 4.2% | |
| SEI INSTITUTIONAL INVESTMENT TRUST EMERGING MARKETS DEBT FUND-A Mutual funds (747,300 shares) | Other securities | — | $6.7M | $6.7M | 3.4% | |
| SEI INSTITUTIONAL INVESTMENT TRUST HIGH YIELD BOND FUND-A Mutual funds (914,740 shares) | Other securities | — | $7.1M | $6.6M | 3.3% | |
| s * SEI INSTITUTIONAL INVESTMENT TRUST EXTENDED MARKET INDEX FUND A Mutual funds (265,594 shares) | Mutual Funds | — | $4.2M | $5.0M | 2.5% | |
| SEI INSTITUTIONAL INVESTMENT TRUST SMALL MID CAP EQUITY FUND-A Mutual funds (450,994 shares) | Other securities | — | $4.3M | $5.0M | 2.5% | |
| Money market funds INSTITUTIONAL CLASS FD #465 FINANCIAL SQUARE TR GOVERNMENT (PRINCIPAL) Money market funds (3,677,733 shares) | Cash / Money Market | — | $3.7M | $3.7M | 1.8% | |
| UNITED STATES TREASURY BOND 5.375% DUE 02/15/31 DATED 02/15/01 Bonds ($925,000 par value) | U.S. Treasuries | — | $1.0M | $1.0M | 0.5% | |
| FEDERAL NATIONAL MORTGAGE ASSOC 06/25/34 DATED 05/01/04 Bonds ($720,000 par value) | Other securities | — | $736K | $718K | 0.4% | |
| TENNESSEE VALLEY AUTHORITY 09/15/39 DATED 09/15/09 Bonds ($600,000 par value) | Other securities | — | $669K | $653K | 0.3% | |
| UNITED STATES TREASURY BOND 2.25% DUE 08/15/49 DATED 08/15/19 Bonds ($885,000 par value) | U.S. Treasuries | — | $750K | $613K | 0.3% | |
| SOUTH CAROLINA ELECTRIC & GAS NOTE CALLABLE 08/01/40 Bonds ($510,000 par value) | Other securities | — | $617K | $530K | 0.3% | |
| LOS ANGELES CA COMMUNITY COLLEGE DATED 07/22/10 SINKABLE Bonds ($400,000 par value) | Other securities | — | $520K | $480K | 0.2% | |
| UNIVERSITY OF CHICAGO NOTE SINKABLE Bonds ($456,000 par value) | Other securities | — | $456K | $477K | 0.2% | |
| STANFORD UNIVERSITY 05/01/42 DATED 04/11/12 Bonds ($500,000 par value) | Other securities | — | $500K | $453K | 0.2% | |
| UNITED STATES TREASURY NOTE 4.5% DUE 11/15/33 DATED 11/15/23 Bonds ($400,000 par value) | U.S. Treasuries | — | $408K | $423K | 0.2% | |
| UNITED STATES TREASURY BOND 3% DUE 08/15/48 DATED 08/15/18 Bonds ($500,000 par value) | U.S. Treasuries | — | $447K | $406K | 0.2% | |
| SENIOR UNSECURED NOTE VARIABLE RATE DUE 01/21/33 DATED 01/24/22 CALLABLE MORGAN STANLEY 01/21/32 Bonds ($430,000 par value) | Other securities | — | $430K | $384K | 0.2% | |
| UNITED STATES TREASURY BOND 3.125% DUE 05/15/48 DATED 05/15/18 Bonds ($450,000 par value) | U.S. Treasuries | — | $382K | $374K | 0.2% | |
| GUARDIAN LIFE INSURANCE DATED 01/24/17 Bonds ($400,000 par value) | Other securities | — | $431K | $368K | 0.2% | |
| COMCAST CORP 11/15/32 DATED 11/07/22 CALLABLE 08/15/32 Bonds ($335,000 par value) | Common Stocks | — | $350K | $359K | 0.2% | |
| AVIS BUDGET RENTAL CAR FUNDING LLC 08/20/26 DATED 01/29/20 Bonds ($350,000 par value) | Other securities | — | $350K | $344K | 0.2% | |
| HERTZ VEHICLE FINANCING LLC DATED 01/19/22 Bonds ($350,000 par value) | Other securities | — | $350K | $330K | 0.2% | |
| LA HABRA CA PENSION DATED 01/26/22 Bonds ($345,000 par value) | Other securities | — | $345K | $323K | 0.2% | |
| UNITED STATES TREASURY BOND 2.375% DUE 02/15/42 DATED 02/15/22 Bonds ($410,000 par value) | U.S. Treasuries | — | $329K | $319K | 0.2% | |
| UNITED STATES TREASURY BOND 2.875% DUE 05/15/49 DATED 05/15/19 Bonds ($400,000 par value) | U.S. Treasuries | — | $304K | $316K | 0.2% | |
| KONINKLIJKE PHILIPS NV 03/11/38 DATED 03/11/08 Bonds ($270,000 par value) | Common Stocks | — | $371K | $312K | 0.2% | |
| RELIANCE STAND LIFE II 01/21/20 Bonds ($325,000 par value) | Other securities | — | $324K | $310K | 0.2% | |
| UNITED STATES TREASURY BOND 3% DUE 02/15/48 DATED 02/15/18 Bonds ($375,000 par value) | U.S. Treasuries | — | $318K | $305K | 0.2% | |
| TRUIST BANK DATED 05/16/16 CALLABLE 04/15/26 Bonds ($305,000 par value) | Other securities | — | $321K | $299K | 0.1% | |
| NAPA VALLEY CA UNIFIED SCHOOL DIST DUE 08/01/43 DATED 02/04/10 SINKABLE Bonds ($250,000 par value) | Other securities | — | $247K | $288K | 0.1% | |
| BOSTON UNIVERSITY 10/01/45 DATED 08/24/11 SINKABLE Bonds ($270,000 par value) | Other securities | — | $269K | $287K | 0.1% | |
| ALLSTATE CORP 06/15/43 DATED 06/07/13 Bonds ($310,000 par value) | Common Stocks | — | $301K | $286K | 0.1% | |
| USQ RAIL I LLC DATED 02/25/21 Bonds ($304,686 par value) | Other securities | — | $305K | $280K | 0.1% | |
| SUBORDINATED NOTE 6% DUE 10/15/36 BANK OF AMERICA NA DATED 10/26/06 Bonds ($250,000 par value) | Bonds / Notes | — | $311K | $276K | 0.1% | |
| BURLINGTON NORTH SANTA FE 08/15/36 DATED 08/17/06 Bonds ($240,000 par value) | Other securities | — | $252K | $274K | 0.1% | |
| PHILIP MORRIS INTL INC 11/15/41 DATED 11/15/11 Bonds ($300,000 par value) | Common Stocks | — | $294K | $273K | 0.1% | |
| CANADIAN NATIONAL RAILWAY NOTE 6.2% DUE 06/01/36 DATED 05/31/06 Bonds ($240,000 par value) | Bonds / Notes | — | $298K | $272K | 0.1% | |
| VANTAGE DATA CENTERS LLC 03/16/48 DATED 03/21/23 Bonds ($265,000 par value) | Common Stocks | — | $265K | $269K | 0.1% | |
| GBX LEASING LLC DATED 02/09/22 Bonds ($289,580 par value) | Other securities | — | $289K | $268K | 0.1% | |
| SENIOR UNSECURED NOTE VARIABLE RATE DUE 04/22/27 DATED 04/22/21 CALLABLE JPMORGAN CHASE & CO 04/22/26 Bonds ($270,000 par value) | Common Stocks | — | $271K | $259K | 0.1% | |
| NEVADA POWER CO 09/14/10 CALLABLE 03/15/40 Bonds ($255,000 par value) | Common Stocks | — | $320K | $258K | 0.1% | |
| VIRGINIA POWER FUEL SECURITIZATION 02/14/24 SINKABLE Bonds ($250,000 par value) | Other securities | — | $250K | $257K | 0.1% | |
| REVENUE QUALIFIED CONSTRUCTION BOND PA STATE PUBLIC SCHOOL BUILDING TAXABLE A DIRECT SUBSIDY 5% DUE AUTH 09/15/27 DATED 10/06/10 SINKABLE Bonds ($250,000 par value) | Bonds / Notes | — | $223K | $256K | 0.1% | |
| PROTECTIVE LIFE GLOBAL 01/06/23 Bonds ($250,000 par value) | Other securities | — | $250K | $253K | 0.1% | |
| JACKSON NATIONAL LIFE GLOBAL 01/09/23 Bonds ($250,000 par value) | Other securities | — | $249K | $253K | 0.1% |
