Assessing Policies for Retirement Income Needs for Data, Research, and Models (1997) / Chapter Skim
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Appendix B: Retirement-Income-Related Data Sets
Appendix B: Retirement-Income-Related Data Sets
Pages 180-192
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From page 180... ...
Ongoing (Hurd et al., 1994~: Panel survey of people aged 70 and older at the time of the original interview and their spouses. Collects detailed information on demographic background, dissaving and Medicaid eligibility, family structure and in-kind and financial transfers, housing, income and assets, physical and cognitive health, use of community and nursing home services and out-of-pocket service costs; future questionnaires will be more similar between AHEAD and HRS (e.g., both will include employment status)
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From page 181... ...
Collects comprehensive information on demographic background, disability, employment status and job history, family structure and transfers, health and cognitive conditions and status, health insurance and pension plans, housing, income and net worth, retirement plans and perspectives, and attitudes, preferences, expectations, and subjective probabilities; includes experimental modules. Data will be linked with Medicare files, SSA earnings files, and the National Death Index; health and pension benefit plan descriptions were obtained from employers in the first interview.
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From page 182... ...
on current labor force and employment status; characteristics of current or last job, including some characteristics of employer; work experience prior to initial interview in 1967; work experience since most recent interview; demographic background, including parents' characteristics; migration; education and training; health and physical condition; marital and family characteristics, including caregiving responsibilities; net family assets and family income by type; attitudes and perspectives (e.g., how feels about job) ; retirement expectations and self and spouse retirement eligibility; hypothetical job offer; volunteer work; local area labor market conditions.
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From page 183... ...
Collected detailed information on current labor force and employment status; characteristics of current or last job; work experience prior to initial interview in 1966; work experience since previous interview; demographic background, including parents' characteristics; migration; education and training; health and physical condition; marital and family characteristics; net family assets and family income by type; military service; attitudes and perspectives (e.g., how felt about job) ; hypothetical job offer; local area labor market conditions.
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From page 184... ...
Ongoing (Manton, Corder, and Stallard, 19931: Panel survey of Medicare eligible people age 65 and older and chronically disabled at the time of the original interview with refreshment, together with a repeated cross-section survey of disability incidence among Medicare eligible people age 65 and older. For disabled and institutionalized people, collects detailed information on demographic background, health care services used, housing and neighborhood characteristics, income and assets, medical conditions and recent medical problems, out-of-pocket medical care payments and other sources of payment, physical and cognitive functional limitations, and services (formal and informal)
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From page 185... ...
, health status, health care utilization, health care expenditures, migration, assets and debts (except in 1973, which had a shortened interview) , income sources and amounts, spouse's work experience, labor force participation and financial experience of recent widows.
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From page 186... ...
The core content includes demographic characteristics; current employment and employment history in past year; annual income by type for the head (most detail) , and other family members; in-kind public assistance; estimate of federal taxes paid; housing value, mortgage and property taxes, or rent; average weekly expenditures on food; financial assistance to people living elsewhere; housework time; geographic mobility; socioeconomic background; health; religion; military service; county labor market conditions.
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From page 187... ...
Topics covered to date include characteristics of job from which retired; child care; child support; functional activities; health status and use of health care; home health care; long-term care; and others. The 1984, 1990, and 1991 panels were exactly matched with Social Security earnings and benefit records for the use of SSA analysts; other panels have been exactly matched with IRS earnings data for evaluation of data quality within the Census Bureau.
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From page 188... ...
The September 1994 supplement collected information on pension benefits received by retirees and health care insurance coverage of retirees. It asked detailed questions of people aged 40 and over about receipt and amounts of pension annuity and lump-sum benefits based on former employment and about continuation of employment-based health insurance coverage during retirement.
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From page 189... ...
Ongoing (Hunter and Arnett, 1996~: 1987 survey interviewed a sample of 14,000 households, including oversamples of blacks, Hispanics, people aged 65 and older, low-income people, and people with functional limitations. Households were interviewed 5 times between February 1987 and July 1988 about their utilization, expenditures, and sources of payment for all major forms of medical care and demographic and socioeconomic characteristics.
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From page 190... ...
Other types of welfare benefit plans are medical and dental insurance, life insurance, apprenticeship and training, scholarship funds, severance pay, disability, etc.) Employers with pension or welfare plans with 100 or more participants must file Form 5500 and relevant schedules; employers with pension or welfare plans with fewer than 100 participants file a shorter Form 5500-C/R; the self-employed with a pension plan that has only one participant or
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From page 191... ...
; whether plan ever amended or terminated; total number of employees and those excludable from plan for various reasons; asset amounts by type; liability amounts by type; net assets; income by type; expenses by type; contributions by employers and employees during the year; actuarial assumptions used as basis for plan funding. DOL/PWBA makes available data files that contain the universe of filers of Forms 5500, 5500-C, and 5500-R, including pension and welfare benefit plan filers.
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From page 192... ...
The ongoing NEHIS sample size will be about 25,000 establishments. Collects information from employers on whether they provide health insurance now and in last 5 years; employer characteristics, including type of business, number of branches or locations, number of full-time and part-time employees, wage rate distribution of employees, total payroll, spending on health care; eligibility requirements for employee health care coverage (including for retirees)
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