Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EVERGY, INC.
EIN 82-2733395utilitiesLatest filing 2024
Plans
7
Retirement
3
$2.86B assets
Welfare
4
$9.4M premiums
Participants
27,913
P. O. BOX 418679 - KANSAS CITY, MO 641419679816-556-2200evergy.comLinkedIn5001-10000 employeesutilities
Retirement portfolio analytics
3 plans aggregated / $2.86B assets / 14,940 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $9.4M premiums / 11,632 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.8M
- Other$3.3M
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Long-term disability$1.6M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
69%top
- METROPOLITAN LIFE INSURANCE COMPANY69%
- BLUE CROSS OF CALIFORNIA19%
- SURENCY LIFE AND HEALTH6%
- RELIASTAR LIFE INSURANCE COMPANY3%
- SYMETRA LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
86%top
- WILLIS TOWERS WATSON US LLC86%
- LOCKTON COMPANIES, LLC13%
- ROBERT HARLING1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
EVERGY, INC. 401K SAVINGS PLAN
ESOP
Assets$1.50B
Participants6,003
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EVERGY, INC. RETIREMENT PLAN
CashBalance
Assets$1.16B
Participants6,847
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVERGY, INC. JOINT TRUSTEED RETIREMENT PLAN
CashBalance
Assets$201.0M
Participants2,090
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#540
EVERGY, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$5.3M
Covered lives4,904
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
EVERGY KANSAS CENTRAL, INC.GROUP HEALTH PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 252 OF THE UGSOA
Fully Insured - BLUE CROSS AND BLUE SHIELD OF KANSAS
Premiums$1.9M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
EVERGY, INC. RETIREES HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives2,816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
EVERGY, INC. JOINT TRUSTEED HEALTH AND WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$448K
Covered lives3,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | EVERGY, INC. 401K SAVINGS PLAN | ESOP | $1.50B | 6,003 | 2024 | |
| 001 | EVERGY, INC. RETIREMENT PLAN | CashBalance | $1.16B | 6,847 | 2024 | |
| 002 | EVERGY, INC. JOINT TRUSTEED RETIREMENT PLAN | CashBalance | $201.0M | 2,090 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 540 | EVERGY, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $5.3M | 4,904 | 2024 | |
| 510 | EVERGY KANSAS CENTRAL, INC.GROUP HEALTH PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 252 OF THE UGSOA | Fully Insured | BLUE CROSS AND BLUE SHIELD OF KANSAS | $1.9M | 273 | 2024 | |
| 504 | EVERGY, INC. RETIREES HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.8M | 2,816 | 2024 | |
| 501 | EVERGY, INC. JOINT TRUSTEED HEALTH AND WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $448K | 3,639 | 2024 |
Retirement plans
Welfare plans