Civic Intelligence

Great Plains Energy Incorporated Joint Trusteed Health & Welfare Fund

EIN 43-1238313 • 501(c)9 • Kansas City, MO

Profile

The purpose of the trust is to provide medical, dental, life and accidental death and dismemberment benefits to participants of the company.

PO Box 418679Kansas City, MO 64141-9679

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

9.7%

Faster asset growth than 61% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-9.3%

Faster revenue growth than 13% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$56,418,398

Up $4,990,520 (+9.7%) from 2023

Liabilities

Up

$1,565,336

Up $459,513 (+42%) from 2023

Net Assets

Up

$54,853,062

Up $4,531,007 (+9.0%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin75th percentile

Revenue

Down

$20,107,058

Down $2,070,928 (-9.3%) from 2023

Expenses

Down

$16,106,788

Down $2,423,880 (-13%) from 2023

Net Income

Up

$4,000,270

Up $352,952 (+9.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $13,949,204Liabilities 2010: $1,347,100Net Assets 2010: $12,602,1042010Assets 2011: $17,390,836Liabilities 2011: $2,294,027Net Assets 2011: $15,096,8092011Assets 2012: $28,488,591Liabilities 2012: $519,152Net Assets 2012: $27,969,4392012Assets 2013: $37,205,768Liabilities 2013: $2,339,534Net Assets 2013: $34,866,2342013Assets 2014: $42,039,220Liabilities 2014: $2,625,236Net Assets 2014: $39,413,9842014Assets 2015: $42,591,197Liabilities 2015: $2,990,570Net Assets 2015: $39,600,6272015Assets 2016: $39,666,639Liabilities 2016: $2,990,974Net Assets 2016: $36,675,6652016Assets 2017: $39,992,721Liabilities 2017: $3,667,310Net Assets 2017: $36,325,4112017Assets 2018: $42,565,570Liabilities 2018: $3,834,249Net Assets 2018: $38,731,3212018Assets 2019: $47,201,105Liabilities 2019: $2,642,542Net Assets 2019: $44,558,5632019Assets 2020: $52,267,256Liabilities 2020: $1,683,843Net Assets 2020: $50,583,4132020Assets 2021: $52,468,726Liabilities 2021: $2,938,896Net Assets 2021: $49,529,8302021Assets 2022: $46,788,513Liabilities 2022: $3,060,088Net Assets 2022: $43,728,4252022Assets 2023: $51,427,878Liabilities 2023: $1,105,823Net Assets 2023: $50,322,0552023Assets 2024: $56,418,398Liabilities 2024: $1,565,336Net Assets 2024: $54,853,0622024

Highlighted filing

2024

Assets$56,418,398
Liabilities$1,565,336
Net Assets$54,853,062
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $4,110,8062010Revenue 2011: $8,188,673Expenses 2011: $5,458,719Net Income 2011: $2,729,9542011Expenses 2012: $4,200,2132012Revenue 2013: $31,224,436Expenses 2013: $24,327,641Net Income 2013: $6,896,7952013Revenue 2014: $30,662,182Expenses 2014: $26,114,432Net Income 2014: $4,547,7502014Revenue 2015: $29,151,831Expenses 2015: $28,965,188Net Income 2015: $186,6432015Revenue 2016: $28,409,306Expenses 2016: $31,950,524Net Income 2016: -$3,541,2182016Revenue 2017: $32,907,913Expenses 2017: $33,116,918Net Income 2017: -$209,0052017Revenue 2018: $33,560,611Expenses 2018: $30,279,752Net Income 2018: $3,280,8592018Revenue 2019: $32,692,633Expenses 2019: $29,272,319Net Income 2019: $3,420,3142019Revenue 2020: $30,654,351Expenses 2020: $26,942,914Net Income 2020: $3,711,4372020Revenue 2021: $27,820,976Expenses 2021: $28,873,013Net Income 2021: -$1,052,0372021Revenue 2022: $26,609,117Expenses 2022: $26,802,903Net Income 2022: -$193,7862022Revenue 2023: $22,177,986Expenses 2023: $18,530,668Net Income 2023: $3,647,3182023Revenue 2024: $20,107,058Expenses 2024: $16,106,788Net Income 2024: $4,000,2702024

Highlighted filing

2024

Revenue$20,107,058
Expenses$16,106,788
Net Income$4,000,270
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$56,418,398
Liabilities
$1,565,336
Net assets
$54,853,062
Revenue
$20,107,058
Expenses
$16,106,788
Net income
$4,000,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.4$1.57$54.9$20.1$16.1$4.00
2023Detailed filing. Detailed filing data is available for this year.$51.4$1.11$50.3$22.2$18.5$3.65
2022Detailed filing. Detailed filing data is available for this year.$46.8$3.06$43.7$26.6$26.8$0.19
2021Detailed filing. Detailed filing data is available for this year.$52.5$2.94$49.5$27.8$28.9$1.05
2020Detailed filing. Detailed filing data is available for this year.$52.3$1.68$50.6$30.7$26.9$3.71
2019Detailed filing. Detailed filing data is available for this year.$47.2$2.64$44.6$32.7$29.3$3.42
2018Summary only. Only limited summary data is available for this year.$42.6$3.83$38.7$33.6$30.3$3.28
2017Detailed filing. Detailed filing data is available for this year.$40.0$3.67$36.3$32.9$33.1$0.21
2016Detailed filing. Detailed filing data is available for this year.$39.7$2.99$36.7$28.4$32.0$3.54
2015Detailed filing. Detailed filing data is available for this year.$42.6$2.99$39.6$29.2$29.0$0.19
2014Detailed filing. Detailed filing data is available for this year.$42.0$2.63$39.4$30.7$26.1$4.55
2013Detailed filing. Detailed filing data is available for this year.$37.2$2.34$34.9$31.2$24.3$6.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.5$0.52$28.0$4.20
2011Summary only. Only limited summary data is available for this year.$17.4$2.29$15.1$8.19$5.46$2.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$1.35$12.6$4.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$57,011,752
Mission and Program Overview

Mission

The purpose of the trust is to provide medical, dental, life and accidental death and dismemberment benefits to participants of the company.

Providing employees medical, prescription drug, dental, vision, basic life & basic ad&d benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,567,383$55,350,778▲ $5,783,395
Cap Stk Tr Prin Current Funds$50,322,055$54,853,062▲ $4,531,007
Accounts Receivable$643,104$692,585▲ $49,481
Cash and Non-Interest-Bearing Accounts$932,178$7,962▼ $924,216
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$51,427,878$56,418,398▲ $4,990,520
Other Assets Total$285,213$367,073▲ $81,860
Liabilities
Accounts Payable and Accrued Expenses$1,105,823$1,565,336▲ $459,513
Total Liabilities$1,105,823$1,565,336▲ $459,513
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,322,055$54,853,062▲ $4,531,007
Total Liabilities and Net Assets / Fund Balance$51,427,878$56,418,398▲ $4,990,520
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Theresa DodsonTrustee$58,944$58,944

Board Members and Trustees

NameTitle
Michael SporChair
Chris WilsonTrustee
Lesley ElwellTrustee
Michael PaterTrustee
Ron DejarnetteTrustee
Steve VetschTrustee
Geoff LeyTrustee (term End 6/20/24)
Jana DuvallTrustee (term End 6/20/24)
-Authorized Officer
Austin WegenerAuthorized Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,322,123
Investment Income
$2,784,935
Other Revenue
$0
Change in Net Assets
$4,000,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,107,058
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$530,737
Total Revenue per Audited Statements
$20,637,795
Total Revenue per Form 990
$20,107,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,519
Salaries, Compensation, and Employee Benefits$58,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,852,325
Fees for Services Other---$127,995
Current Officers, Directors, Trustees, and Key Employees---$58,944
Fees for Services Accounting---$50,564
Fees for Services Legal---$16,960
Total Functional Expenses$0$0$0$16,106,788

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,467,084
Total Expenses per Audited Statements$16,467,084
Total Expenses per Form 990$16,106,788
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-360,296
Other Expense Adjustments$-360,296
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Evergy Inc
EIN
43-1238313
Phone
8166521268
Address
PO BOX 418679, KANSAS CITY, MO 64141-9679

Signing Officer

Name
Theresa Dodson
Title
Director, Benefits
Phone
8166521268
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Dodson
Formed
1967
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Supplemental Narrative

Financial Statement Notes

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 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation amount currently payable -360,296.”

Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (TERM END 6/20/24)
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IRS990/MissionDesc0EVERGY, 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt050322055
IRS990/NetAssetsOrFundBalancesEOYAmt054853062
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01010230
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01010230
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0530737
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0285213
IRS990/OtherAssetsTotalGrp/EOYAmt0367073
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THERESA DODSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014282247
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13039876
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014282247
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13039876
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018297316
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01044920
IRS990/PYOtherExpensesAmt0181748
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021133066
IRS990/PYRevenuesLessExpensesAmt03647318
IRS990/PYSalariesCompEmpBnftPaidAmt051604
IRS990/PYTotalExpensesAmt018530668
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022177986
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04000270
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-360296
IRS990ScheduleD/ExpensesSubtotalAmt016467084
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0530737
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-360296
IRS990ScheduleD/RevenueNotReportedAmt0530737
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt020107058
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION AMOUNT CURRENTLY PAYABLE -360,296.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt016106788
IRS990ScheduleD/TotalRevenuePerForm990Amt020107058
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020637795
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016467084
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE BENEFITS ACCOUNTING DEPARTMENT OF EVERGY, INC. PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0822733395
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EVERGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01200 MAIN ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd064105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0EVERGY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1EVERGY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EVERGY INC MANAGEMENT EMPLOYEES HEALTH AND WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WESTAR ENERGY INC POST RETIREMENT & DISABILITY BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0392046767
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1481165594
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 418679
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 889 818 S KANSAS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TOPEKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064141
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd166612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051427878
IRS990/TotalAssetsEOYAmt056418398
IRS990/TotalAssetsGrp/BOYAmt051427878
IRS990/TotalAssetsGrp/EOYAmt056418398
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt016106788
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01105823
IRS990/TotalLiabilitiesEOYAmt01565336
IRS990/TotalLiabilitiesGrp/BOYAmt01105823
IRS990/TotalLiabilitiesGrp/EOYAmt01565336
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050322055
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054853062
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt017322123
IRS990/TotalReportableCompFromOrgAmt058944
IRS990/TotalRevenueGrp/ExclusionAmt02784935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017322123
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020107058
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051427878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056418398
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd0641419679
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA DODSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum08166521268
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT TRUSTEED HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0431238313
ReturnHeader/Filer/PhoneNum08166521268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 418679
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0641419679
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 WEST 47TH STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064112
ReturnHeader/PreparerPersonGrp/PhoneNum08169455500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02025-11-12T07:15:29-06:00
ReturnHeader/ReturnTypeCd0990

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