2024-11-14T14:47:17-06:00 2023-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 431238313 EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND EVER 8166521268 PO BOX 418679 KANSAS CITY MO 641419679 THERESA DODSON DIRECTOR, BENEFITS 8166521268 2024-11-12 1 1 LISA BURKE P00220718 8169455500 2024-11-12 2023 2024-10-15 13:58:12Z THERESA DODSON PO BOX 418679 KANSAS CITY MO 641419679 54301563 0 X N/A X 1967 MO PROVIDING EMPLOYEES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, BASIC LIFE & BASIC AD&D BENEFITS. 7 0 0 0 0 0 0 0 25567862 21133066 1041255 1044920 0 0 26609117 22177986 0 0 25681611 18297316 0 51604 0 0 0 1121292 181748 26802903 18530668 -193786 3647318 46788513 51427878 3060088 1105823 43728425 50322055 EVERGY, INC. JOINT TRUSTEED HEALTH AND WELFARE PLAN PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, BASIC LIFE AND BASIC ACCIDENTAL DEATH AND DISMEMBERMENT (AD&D) BENEFITS FOR PARTICIPANTS OF THE PLAN. 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 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X THERESA DODSON 8166521268 PO BOX 418679 KANSAS CITY MO 64141 MICHAEL SPOR CHAIR 1.00 40.00 X 0 0 0 JANA DUVALL TRUSTEE 1.00 40.00 X 0 0 0 LESLEY ELWELL TRUSTEE 1.00 42.00 X 0 0 0 GEOFF LEY TRUSTEE 1.00 40.00 X 0 0 0 STEVE VETSCH TRUSTEE 1.00 40.00 X 0 0 0 CHRIS WILSON TRUSTEE 1.00 40.00 X 0 0 0 COMMERCE TRUST COMPANY TRUSTEE 1.00 0.00 X 51604 0 0 THERESA DODSON AUTHORIZED OFFICER 1.00 42.00 X 0 0 0 AUSTIN WEGENER AUTHORIZED OFFICER 1.00 40.00 X 0 0 0 51604 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 17362260 17362260 PARTICIPANT CONTRIBUTIONS 525100 3770806 3770806 21133066 1451761 1451761 31716736 32123577 -406841 -406841 -406841 22177986 21133066 0 1044920 18297316 51604 15806 36189 129753 18530668 425033 932178 725491 643104 45392743 49567383 245246 285213 46788513 51427878 3060088 1105823 3060088 1105823 X 43728425 50322055 0 0 0 0 43728425 50322055 46788513 51427878 3647318 2946312 0 X 0 1 X 0 0 0 X 25124298 2946312 2946312 22177986 0 22177986 20496805 1966137 1966137 18530668 0 18530668 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JANUARY 18, 1978, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE QUALIFIED TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE QUALIFIED TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE QUALIFIED TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION AMOUNT CURRENTLY PAYABLE 1,966,137. 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 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 WESTAR ENERGY INC POST RETIREMENT & DISABILITY BENEFIT TRUST PO BOX 889 818 S KANSAS AVE TOPEKA KS 66612 481165594 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) KS 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