Retirement plan

EVERGY, INC. RETIREMENT PLAN

Name: EVERGY, INC. - EVERGY, INC. RETIREMENT PLAN (2021) 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 2021

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

Other plans on this EIN

2 filings

#006Retirement-$1.54B assets #002Retirement-$279.9M 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)

$1515.7M

+1.0% from 2019

Total participants

7,749

+4.8% from 2019

Average account balance

No prior year

Annual return

16.72%

-2.68 pp from 2019

Benchmarks

See 43 peers

Peer group

Industry22 - Utilities

Plan typeDefined benefit

Participants1,000-4,999

Cohort43 peers

Snapshot2021

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 20 by compensation

Provider	Service type	Compensation
JP MORGAN INVESTMENT MANAGEMENT INC2 years Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803	Investment Management	$1,558,935
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON PENNSYLVANIA Service code 11 · EIN 23-1159360	Actuarial	$520,038
RUSSELL TRUST COMPANY1 year Service code 28 · EIN 91-1116938	Investment Management	$499,829
MERCER1 year Filed as: MERCER (US) INC Service code 50 · EIN 13-2834414	Direct Payment	$467,060
MORGAN STANLEY SMITH BARNEY1 year Filed as: J.P.MORGAN INVESTMENT Service code 11 · EIN 13-3200244	Actuarial	$422,384
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 16 · EIN 94-1687665	Consulting	$326,906
THE BANK OF NEW YORK MELLON2 years Service code 51 · EIN 13-5160382	Investment Mgmt Fees	$202,461
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291	Consulting	$128,560
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695	Accounting	$91,219
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667	Consulting	$69,903

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

$10.7M

$3301 / participant

Investment mgmt$2M22.9%
Other / not subdivided$8M77.1%

% of EOY assets

0.704%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$765,066-100.0%

$444,552-100.0%

Participation rate

0.0%

11.1%-11.1pp

3.4%-3.4pp

3.7%-3.7pp

Annual return

16.72%

10.14%+6.6pp

8.31%+8.4pp

15.63%+1.1pp

Employer contribution / active EE

$33,018

$16,339+102.1%

$21,002+57.2%

$11,476+187.7%

Participant deferral / active EE

$401-100.0%

$224-100.0%

$1,127-100.0%

Admin fee / account holder

$724-100.0%

$429-100.0%

Provider

Service type

Compensation

JP MORGAN INVESTMENT MANAGEMENT INC2 years

Filed as: SEI INVESTMENT MANAGEMENT CORP

Service code 28 · EIN 04-2452803

Investment Management

$1,558,935

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON PENNSYLVANIA

Service code 11 · EIN 23-1159360

Actuarial

$520,038

RUSSELL TRUST COMPANY1 year

Service code 28 · EIN 91-1116938

Investment Management

$499,829

MERCER1 year

Filed as: MERCER (US) INC

Service code 50 · EIN 13-2834414

Direct Payment

$467,060

MORGAN STANLEY SMITH BARNEY1 year

Filed as: J.P.MORGAN INVESTMENT

Service code 11 · EIN 13-3200244

Actuarial

$422,384

THE BANK OF NEW YORK MELLON4+ years

Filed as: BANK OF AMERICA

Service code 16 · EIN 94-1687665

Consulting

$326,906

THE BANK OF NEW YORK MELLON2 years

Service code 51 · EIN 13-5160382

Investment Mgmt Fees

$202,461

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON DELAWARE INC

Service code 16 · EIN 53-0181291

Consulting

$128,560

MAYER HOFFMAN MCCANN P.C.4+ years

Filed as: MAYER HOFFMAN MCCANN PC

Service code 10 · EIN 43-1947695

Accounting

$91,219

SAGE ADVISORY SERVICES1 year

Filed as: SAGE VIEW ADVISORY GROUP LLC

Service code 16 · EIN 33-0818667

Consulting

$69,903

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