2024-11-14T14:51:37-06:00 2023-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 481165594 WESTAR ENERGY INC- POST RETIREMENT & DISABILITY BENEFIT TRUST WEST 7855756300 PO BOX 889 818 SOUTH KANSAS AVE TOPEKA KS 66612 THERESA DODSON DIRECTOR, BENEFITS 8166521268 2024-11-14 1 1 LISA BURKE P00220718 8169455500 2024-11-14 2023 2024-10-15 13:58:12Z THERESA DODSON PO BOX 418679 KANSAS CITY MO 64141 15887304 0 X N/A X 1995 KS PROVIDE HEALTH REIMBURSEMENT ACCOUNTS, DENTAL, LIFE, AND WELLNESS COVERAGE FOR COMPANY RETIREES. 6 0 0 0 992704 1133949 0 0 870192 727490 5016680 3709010 3336416 0 9223288 4436500 0 0 7866056 9194143 0 26379 0 0 0 1508821 1882640 9374877 11103162 -151589 -6666662 99798074 101500165 215535 37976 99582539 101462189 WESTAR ENERGY, INC. PROVIDES HEALTH REIMBURSEMENT ACCOUNTS, DENTAL, LIFE, AND WELLNESS COVERAGE FOR COMPANY RETIREES. 0 0 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X THERESA DODSON 7855756300 PO BOX 889 818 SOUTH KANSAS AVE TOPEKA KS 66612 LESLEY ELWELL CHAIR 1.00 42.00 X 0 0 0 KIRK ANDREWS TRUSTEE 1.00 41.00 X 0 0 0 JOHN BRIDSON TRUSTEE 1.00 41.00 X 0 0 0 HEATHER HUMPHREY TRUSTEE 1.00 41.00 X 0 0 0 RYAN MULVANY TRUSTEE 1.00 41.00 X 0 0 0 BNY MELLON TRUST COMPANY TRUSTEE 1.00 1.00 X 26379 28830 0 THERESA DODSON AUTHORIZED OFFICER 1.00 42.00 X 0 0 0 26379 28830 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 478105 478105 PARTICIPANT CONTRIBUTIONS 525100 249385 249385 727490 3339282 1170765 2168517 11820532 11450804 369728 369728 -178061 547789 4436500 727490 992704 2716306 9194143 26379 22410 87055 139649 UBI TAX 1612056 FOREIGN TAXES PAID 21470 11103162 11448 34423 3499090 2308603 96284437 99152805 3099 4334 99798074 101500165 52861 37976 162674 215535 37976 X 99582539 101462189 0 0 0 0 99582539 101462189 99798074 101500165 -6666662 8546312 0 X 0 1 X 0 0 0 X 12961342 8546312 8546312 4415030 21470 21470 4436500 11081692 0 11081692 21470 21470 11103162 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES, EXCEPT AS NOTED BELOW. THE TRUST HAS OBTAINED AN EXEMPTION LETTER DATED SEPTEMBER 3, 1996, FROM THE INTERNAL REVENUE SERVICE, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. FROM TIME TO TIME, THE PLAN PAYS UNRELATED BUSINESS INCOME TAX ("UBIT") ON THE INVESTMENT ASSETS OF THE TRUST USED TO PAY MEDICAL EXPENSES OF THE NON-UNION MEMBERS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID REPORTED ON PART IX, LINE 24 21,470. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID REPORTED ON PART IX, LINE 24 21,470. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE BENEFITS ACCOUNTING DEPARTMENT OF EVERGY, INC. PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THIS ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND PO BOX 418679 KANSAS CITY MO 64141 431328313 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) MO 501(C)(9) EVERGY INC 0 EVERGY INC MANAGEMENT EMPLOYEES HEALTH AND WELFARE FUND PO BOX 418679 KANSAS CITY MO 64141 392046767 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) MO 501(C)(9) EVERGY INC 0 EVERGY INC 1200 MAIN ST KANSAS CITY MO 64105 822733395 UTILITY COMPANY MO N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1