Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PAYDEN & RYGEL
EIN 95-3921788investment managementLatest filing 2025
Plans
4
Retirement
3
$149.4M assets
Welfare
1
$3.8M premiums
Participants
587
333 S. GRAND AVENUE, 40TH FLOOR - LOS ANGELES, CA 90071213-625-1900payden.comLinkedIn201-500 employeesinvestment management
Retirement portfolio analytics
3 plans aggregated / $149.4M assets / 398 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.8M premiums / 385 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Dental$3.5M
- Vision$3.5M
- Prescription drug$3.5M
- Other$272K
- Life$256K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
108%top
- IMA, INC.108%
- NOAH OROPEZA2%
- MOMENTOUS INSURANCE BROKERAGE, INC.-10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPITAL ACCUMULATION P/S PLAN FOR EMPLOYEES OF PAYDEN & RYGEL
401k
Assets$124.3M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PAYDEN & RYGEL CASH BALANCE PLAN
CashBalance
Assets$18.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
PAYDEN & RYGEL CASH BALANCE PENSION PLAN III
CashBalance
Assets$6.9M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PAYDEN & RYGEL WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$3.8M
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL ACCUMULATION P/S PLAN FOR EMPLOYEES OF PAYDEN & RYGEL | 401k | $124.3M | 295 | 2024 | |
| 004 | PAYDEN & RYGEL CASH BALANCE PLAN | CashBalance | $18.3M | 50 | 2024 | |
| 005 | PAYDEN & RYGEL CASH BALANCE PENSION PLAN III | CashBalance | $6.9M | 53 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PAYDEN & RYGEL WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $3.8M | 385 | 2025 |
Retirement plans
Welfare plans