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Original filing (PDF)20250711130336NAL0006354689001
EVERGY, INC.
Form 5500
FILING_RECEIVED
EVERGY, INC. JOINT TRUSTEED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,181
Accounts w/ balance
—
Plan assets (EOY)
$201.0M
Net assets (EOY)
$200.7M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 362% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGY, INC..
Plan sponsor
Name
EVERGY, INC.
EIN
82-2733395
Address
P. O. BOX 418679 · KANSAS CITY, MO · 641419679
Phone
(816) 556-2200
Industry
Utilitiessee all
Plan administrator
Name
EVERGY, INC. JOINT BOARD OF TRUSTEES
EIN
82-2733395
City
KANSAS CITY, MO
Phone
(816) 556-2200
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $30K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPENCER FANE BRITT & BROWNE LLP | — | KANSAS CITY, MO | LEGAL | $47K | — |
Other
5| 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 | — |
Investments
2 pooled funds· $40.0M(20% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEI CORE PROP. INV. COL. TRUST FUND SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $26.4M | 13.1% |
| SEI SPECIAL SITUATIONS COL. FUND SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | $13.6M | 6.8% |
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