Retirement plan

EVERGY, INC. RETIREMENT PLAN

Name: EVERGY, INC. - EVERGY, INC. RETIREMENT PLAN (2020) Form 5500
Creator: EVERGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVERGY, INC. RETIREMENT PLAN, EVERGY, INC.

EVERGY, INC.EIN 82-2733395Plan #001PY 2020

P. O. BOX 418679 - KANSAS CITY, MO 641419679816-556-2200evergy.comLinkedIn5001-10000 employeesutilities

Other plans on this EIN

2 filings

#006Retirement-$1.44B assets #002Retirement-$263.8M assets

Prospect flagsHigh retiree %

Top hat statement on fileNQDC

Filed March 18, 2025

Plan administrator

Plan administrator name— Sign in and upgrade to view

P.O. Box 418679

Kansas City, MO 64141

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Plans declared (5)

Evergy, Inc. Supplemental Executive Retirement Plan11 emp
Evergy, Inc. Nonqualified Deferred Compensation Plan13 emp
Westar Energy, Inc. Retirement Benefit Restoration Plan2 emp
Great Plains Energy Incorporated Supplemental Executive Retirement Plan0 emp
Great Plains Energy Incorporated Nonqualified Deferred Compensation Plan0 emp

Total covered: 26 employees

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Total assets (EOY)

$1480.8M

+1.0% from 2019

Total participants

9,621

+4.8% from 2019

Average account balance

No prior year

Annual return

276.72%

-2.68 pp from 2019

Benchmarks

See 44 peers

Peer group

Industry22 - Utilities

Plan typeDefined benefit

Participants1,000-4,999

Cohort44 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$169K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,093

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 22 by compensation

Provider	Service type	Compensation
JP MORGAN INVESTMENT MANAGEMENT INC1 year Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803	Investment Management	$1,466,825
JP MORGAN INVESTMENT MANAGEMENT INC1 year Filed as: RUSSELL INVESTMENT MANAGEMENT Service code 28 · EIN 91-1116938	Investment Management	$1,294,901
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665	Directed Trustee	$1,053,236
MERCER1 year Filed as: MERCER INC Service code 11 · EIN 13-2834414	Actuarial	$481,513
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 23-1159360	Actuarial	$431,294
JP MORGAN INVESTMENT MANAGEMENT INC1 year Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244	Investment Management	$248,868
THE BANK OF NEW YORK MELLON1 year Service code 21 · EIN 95-3571558	Bank Trustee	$165,661
SPENCER FANE LLP3+ years Filed as: SPENCER FANE BRITT & BROWNE Service code 29 · EIN 44-0561981	Legal	$76,348
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829	Contract Administrator	$60,286
PICKETT, CHANEY & MCMULLEN LLP1 year Filed as: PICKETT CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310	Accounting	$35,250

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C1E3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1E
Section 401(h) arrangement
Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$7.8M

$2201 / participant

Investment mgmt$3M43.3%
Contract admin$333K4.3%
Other / not subdivided$4M52.5%

% of EOY assets

0.526%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$733,756-100.0%

Participation rate

0.0%

0.0%0pp

3.1%-3.1pp

0.0%0pp

Annual return

276.72%

19.50%+257.2pp

8.35%+268.4pp

12.86%+263.9pp

Employer contribution / active EE

$20,440

$27,684-26.2%

$27,010-24.3%

$13,687+49.3%

Participant deferral / active EE

$327-100.0%

$180-100.0%

$833-100.0%

Admin fee / account holder

$19,421-100.0%

Provider

Service type

Compensation

JP MORGAN INVESTMENT MANAGEMENT INC1 year

Filed as: SEI INVESTMENT MANAGEMENT CORP

Service code 28 · EIN 04-2452803

Investment Management

$1,466,825

JP MORGAN INVESTMENT MANAGEMENT INC1 year

Filed as: RUSSELL INVESTMENT MANAGEMENT

Service code 28 · EIN 91-1116938

Investment Management

$1,294,901

THE BANK OF NEW YORK MELLON3+ years

Filed as: BANK OF AMERICA

Service code 25 · EIN 94-1687665

Directed Trustee

$1,053,236

MERCER1 year

Filed as: MERCER INC

Service code 11 · EIN 13-2834414

Actuarial

$481,513

WILLIS TOWERS WATSON US LLC2 years

Service code 11 · EIN 23-1159360

Actuarial

$431,294

JP MORGAN INVESTMENT MANAGEMENT INC1 year

Filed as: JP MORGAN INVESTMENT MANAGEMENT

Service code 28 · EIN 13-3200244

Investment Management

$248,868

THE BANK OF NEW YORK MELLON1 year

Service code 21 · EIN 95-3571558

Bank Trustee

$165,661

SPENCER FANE LLP3+ years

Filed as: SPENCER FANE BRITT & BROWNE

Service code 29 · EIN 44-0561981

Legal

$76,348

METLIFE LIFE INSURANCE COMPANY3+ years

Filed as: METROPOLITAN LIFE INSURANCE COMPANY

Service code 13 · EIN 13-5581829

Contract Administrator

$60,286

PICKETT, CHANEY & MCMULLEN LLP1 year

Filed as: PICKETT CHANEY & MCMULLEN LLP

Service code 10 · EIN 48-1246310

Accounting

$35,250

EVERGY, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (5)

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVERGY, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (5)

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion