EVERGY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN
401k plan membership statisitcs for EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022 : EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $42,385,349 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $439,559 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $188,344 |
| Total income from all sources (including contributions) | 2022-12-31 | $-2,730,592 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $6,384,755 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,620,652 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,546,163 |
| Value of total assets at end of year | 2022-12-31 | $73,481,954 |
| Value of total assets at beginning of year | 2022-12-31 | $39,960,737 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $-4,235,897 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,057,955 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,057,955 |
| Administrative expenses professional fees incurred | 2022-12-31 | $65,792 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $4,181,837 |
| Participant contributions at end of year | 2022-12-31 | $989,454 |
| Participant contributions at beginning of year | 2022-12-31 | $1,365,182 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $7,582,211 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,193,618 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $11,448 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $-4,534,570 |
| Total non interest bearing cash at end of year | 2022-12-31 | $530,000 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-9,115,347 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $73,042,395 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $39,772,393 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $63,234 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $60,918,380 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $37,231,028 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,771,844 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-13,334,710 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,364,326 |
| Employer contributions (assets) at end of year | 2022-12-31 | $3,461,909 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $170,909 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,848,808 |
| Contract administrator fees | 2022-12-31 | $169,647 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $428,111 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $188,344 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2022-12-31 | 431947695 |
| 2021 : EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $188,344 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $924,295 |
| Total income from all sources (including contributions) | 2021-12-31 | $8,438,366 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $9,566,598 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,446,614 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,326,615 |
| Value of total assets at end of year | 2021-12-31 | $39,244,374 |
| Value of total assets at beginning of year | 2021-12-31 | $41,108,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $119,984 |
| Total interest from all sources | 2021-12-31 | $90 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,003,013 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,003,013 |
| Administrative expenses professional fees incurred | 2021-12-31 | $38,910 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $4,857,406 |
| Participant contributions at end of year | 2021-12-31 | $494,816 |
| Participant contributions at beginning of year | 2021-12-31 | $193,790 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $757,886 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,356,538 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $37,915,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $597,112 |
| Administrative expenses (other) incurred | 2021-12-31 | $-165,686 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $101,310 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $23,034 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-1,128,232 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $39,056,030 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $40,184,262 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $32,198 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $37,231,028 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,976,593 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $90 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,806,961 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-891,352 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,469,209 |
| Employer contributions (assets) at end of year | 2021-12-31 | $161,992 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,881,767 |
| Contract administrator fees | 2021-12-31 | $214,562 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $188,344 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $225,873 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2021-12-31 | 431947695 |
| 2020 : EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $924,295 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,527,657 |
| Total income from all sources (including contributions) | 2020-12-31 | $7,833,349 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $5,462,687 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,503,019 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,719,595 |
| Value of total assets at end of year | 2020-12-31 | $41,108,557 |
| Value of total assets at beginning of year | 2020-12-31 | $40,341,257 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $959,668 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $14,830 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $14,830 |
| Administrative expenses professional fees incurred | 2020-12-31 | $17,076 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $2,368,972 |
| Participant contributions at end of year | 2020-12-31 | $193,790 |
| Participant contributions at beginning of year | 2020-12-31 | $147,310 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $16,870,470 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $37,915,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $582,181 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $597,112 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $274,625 |
| Administrative expenses (other) incurred | 2020-12-31 | $821,447 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $101,310 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $168,165 |
| Total non interest bearing cash at end of year | 2020-12-31 | $23,034 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $47,350 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,370,662 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $40,184,262 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $37,813,600 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $46,205 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,976,593 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,549,540 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,625,403 |
| Asset value of US Government securities at end of year | 2020-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $8,615,761 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,098,924 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,350,623 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,877,616 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $9,528,645 |
| Contract administrator fees | 2020-12-31 | $74,940 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $225,873 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $2,084,867 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2020-12-31 | 431947695 |
| 2019 : EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,527,657 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,084,115 |
| Total income from all sources (including contributions) | 2019-12-31 | $17,672,709 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $23,702,326 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $21,554,584 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,425,905 |
| Value of total assets at end of year | 2019-12-31 | $40,341,257 |
| Value of total assets at beginning of year | 2019-12-31 | $45,927,332 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,147,742 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $144,582 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $144,582 |
| Administrative expenses professional fees incurred | 2019-12-31 | $42,905 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $4,855,100 |
| Participant contributions at end of year | 2019-12-31 | $147,310 |
| Participant contributions at beginning of year | 2019-12-31 | $109,387 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $16,870,470 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $9,625,189 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $582,181 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,347,449 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $274,625 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $146,572 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,436,929 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $168,165 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $383,071 |
| Total non interest bearing cash at end of year | 2019-12-31 | $47,350 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $259,596 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-6,029,617 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,813,600 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $43,843,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $54,537 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,549,540 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $8,656,546 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $8,656,546 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,207,950 |
| Asset value of US Government securities at end of year | 2019-12-31 | $8,615,761 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $8,537,143 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,102,222 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $9,570,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,346,634 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $9,528,645 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $17,392,022 |
| Contract administrator fees | 2019-12-31 | $613,371 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $2,084,867 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,554,472 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2019-12-31 | 431947695 |
| 2018 : EVERGY, INC. NON-UNION RETIREES HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,084,115 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,468,278 |
| Total income from all sources (including contributions) | 2018-12-31 | $21,347,908 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $21,612,872 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $20,484,380 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $20,602,162 |
| Value of total assets at end of year | 2018-12-31 | $45,927,332 |
| Value of total assets at beginning of year | 2018-12-31 | $45,576,459 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,128,492 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $88,362 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $4,480,784 |
| Participant contributions at end of year | 2018-12-31 | $109,387 |
| Participant contributions at beginning of year | 2018-12-31 | $113,031 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $9,625,189 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $8,226,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,347,449 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,137,341 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $146,572 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $275,716 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $383,071 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $33,902 |
| Total non interest bearing cash at end of year | 2018-12-31 | $259,596 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $211,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-264,964 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $43,843,217 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $44,108,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $33,798 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $8,656,546 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $25,641,577 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $25,641,577 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $2,329,364 |
| Asset value of US Government securities at end of year | 2018-12-31 | $8,537,143 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $3,962,563 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $745,746 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $16,121,378 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,155,016 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $17,392,022 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $5,284,083 |
| Contract administrator fees | 2018-12-31 | $730,616 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,554,472 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,434,376 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2018-12-31 | 431947695 |
