2024-11-14T14:53:00-06:00 2023-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 392046767 EVERGY INC MANAGEMENT EMPLOYEES HEALTH AND WELFARE FUND EVER 8166521268 PO BOX 418679 KANSAS CITY MO 64141 THERESA DODSON DIRECTOR, BENEFITS 8166521268 2024-11-12 1 1 LISA BURKE P00220718 8169455500 2024-11-12 2023 2024-10-15 13:58:12Z X THERESA DODSON PO BOX 418679 KANSAS CITY MO 64141 20151200 0 X N/A X 1976 MO PROVIDING RETIREES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, AND BASIC LIFE BENEFITS. 6 0 0 0 2825832 2179775 0 0 8546163 5428432 1501668 2825832 0 0 10047831 8254264 0 0 8848808 10981595 0 28830 0 0 0 -2464053 3468366 6384755 14478791 3663076 -6224527 73481954 72246748 439559 471265 73042395 71775483 EVERGY, INC. MANAGEMENT EMPLOYEES HEALTH AND WELFARE FUND PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, AND BASIC LIFE BENEFITS FOR PARTICIPANTS OF THE PLAN. 0 0 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 8166521268 PO BOX 418679 KANSAS CITY MO 64141 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 TRUSTEE 1.00 1.00 X 28830 26379 0 THERESA DODSON AUTHORIZED OFFICER 1.00 42.00 X 0 0 0 28830 26379 0 0 0 0 0 0 PARTICIPANT CONTRIBUTIONS 525100 3812698 3812698 EMPLOYER CONTRIBUTIONS 525100 1615734 1615734 5428432 2337346 2337346 12385422 11896936 488486 488486 488486 8254264 5428432 2825832 0 10981595 28830 61006 58332 271473 UBI TAX 3039491 FOREIGN TAXES PAID 38064 14478791 0 45 0 51658 4565882 1300683 7467429 4785928 60918380 65578026 530263 530408 73481954 72246748 428111 316580 11448 154685 439559 471265 X 73042395 71775483 0 0 0 0 73042395 71775483 73481954 72246748 -6224527 4957615 0 X 0 1 X 0 0 0 71483 DUE TO AFFILIATE 83202 154685 X 13173815 4957615 4957615 8216200 38064 38064 8254264 14552258 111531 111531 14440727 38064 38064 14478791 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS, EXCEPT THE ASSETS FOR KEY RETIREES WHICH ARE HELD IN ANOTHER TRUST, IS INTENDED TO QUALIFY PURSUANT OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND ACCORDINGLY, THE QUALIFIED TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE QUALIFIED TRUST HAS OBTAINED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JANUARY 19, 1977. HOWEVER, INVESTMENT INCOME OF CERTAIN OF THE QUALIFIED TRUST'S ASSETS IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES (UBIT) WHICH ARE RECORDED AS AN EXPENSE OF THE PLAN. THE PLAN SPONSOR BELIEVES THAT THE QUALIFIED TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID REPORTED ON PART IX, LINE 24 38,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION AMOUNT CURRENTLY PAYABLE 111,531. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID REPORTED ON PART IX, LINE 24 38,064. 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 431238313 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