EBRI Databook on Employee Benefits

  • The EBRI Databook on Employee Benefits was first published in 1990.
  • The EBRI Databook on Employee Benefits is maintained on-line and updated when new data is available. The date next to each chapter link indicates when data and/or links were last updated in that chapter.
  • The EBRI Databook on Employee Benefits includes data from dozens of sources to provide a comprehensive analysis of how the employee benefits system works, who and what its various functions affect, and its relationship with the U.S. economy.
  • The EBRI Databook includes over 400 tables and charts presenting vital statistics on the employee benefit system.
  • Topics include the retirement income system; employer-sponsored benefit plans; government programs such as Social Security, Medicare, and Medicaid; health insurance; and labor force and demographic trends.
  • Tables and charts are supplemented by explanatory text to provide detailed information on the entire range of employee benefit programs and work force related issues.
  • The book is organized into four sections -- overview, retirement programs, health programs, and other employee benefits, with an extensive appendix offering general economic and demographic statistics, a glossary of terms used in the book, a legislative history of employee benefit programs, reference guide listing sources for further research, and an index.

EBRI Databook Chapters

Due to the large amount of detailed information provided in each chapter, we need to distribute them in Adobe ".PDF" format. If your computer does not already have the free Adobe Acrobat viewer software to read these files, click here for the one-time download necessary to read any of our online publications.

_____________________________________________

Online Chapters

To download a chapter, click on the chapter number.

Chapter 1 - Employee Benefits in the United States: An Introduction (Updated May 2011)

Chapter 2 - Finances of the Employee Benefit System (Updated May 2012)

Chapter 3 - Employer Costs for Employee Compensation (Updated June 2011)

Chapter 4 - Participation in Employee Benefit Programs (Updated March 2011)

Chapter 5 - Government Mandated Employment-Based and Need-Based Programs (Updated May 2011)

Chapter 6 - Income Statistics of the Population Age 55 and Over (Updated October 2011)

Chapter 7 - Sources of Income for Persons Age 55 and Over (Updated January 2012)

Chapter 8 - Retirement Annuity and Employment-Based Pension Income (Updated October 2011)

Chapter 9 - U.S. Savings Rates (Updated October 2011)

Chapter 10 - Aggregate Trends in Defined Benefit and Defined Contribution Retirement Plan Sponsorship, Participation, and Vesting (Updated May 2011)

Chapter 11 - Retirement Plan Finance: Defined Benefit and Defined Contribution, Public and Private Plans (Updated February 2011)

Chapter 12 - Salary Reduction Plans (Updated April 2009)

Chapter 13 - Sec. 401(k) Plans (Updated November 2011)

Chapter 14 - Savings and Thrift and Deferred Profit-Sharing Plans

Chapter 15 - Individual Retirement Accounts: Participation (Updated November 2011)

Chapter 16 - Individual Retirement Accounts and Keogh Assets (Updated June 2011)

Chapter 17 - Lump-Sum Distributions and Rollovers (Updated January 2010)

Chapter 18 - Federal Retirement Plans (Updated August 2011)

Chapter 19 - State and Local Government Pension Plans (Updated May 2012)

Chapter 20 - Financial Comparison Between Private and Public Pension Systems: Contributions, Distributions, and Assets

Chapter 21 - Retirement Plan Design Considerations (Updated October 2011)

Chapter 22 - Federal Efforts and Expenditures to Support Retirement Savings Plans (Updated October 2009)

Chapter 23 - Social Security: Old-Age and Survivors Insurance (OASI) Program Finance (Updated February 2006)

Chapter 24 - Old-Age, Survivors Insurance (OASI): Program Benefits (Updated May 2009)

Chapter 25 - Supplemental Security Income (Updated April 2009)

Chapter 26 - Health Insurance Coverage of the Nonelderly (Updated March 2012)

Chapter 27 - Health Insurance Coverage of Workers (Updated March 2012)

Chapter 28 - Employer Self-Funding of Health Benefits (Updated March 2008)

Chapter 29 - Managed Care (Updated January 2007)

Chapter 30 - Cost Management Strategies (Updated January 2012)

Chapter 31 - Covered Medical Services (Updated December 2009)

Chapter 32 - States' Role in Health Care (Updated July 2011)

Chapter 33 - National Health Expenditures

Chapter 34 - Employer Spending on Health Insurance (Updated May 2011)

Chapter 35 - Individual Spending on Health Care Benefits (Updated January 2012)

Chapter 36 - Health Insurance Coverage of the Elderly (Updated October 2011)

Chapter 37 - Employment-Based Retiree Health Insurance (Updated March 2010)

Chapter 38 - Medicare Enrollees (Updated April 2009)

Chapter 39 - Medicare Covered Services

Chapter 40 - Medicare Finances

Chapter 41 - Future of Medicare (Updated July 2011)

Chapter 42 - Medicaid (Updated January 2010)

Chapter 43 - Occupational Injuries and Illnesses

Chapter 44 - Work Schedules

Chapter 45 - Leave

Chapter 46 - Disability Coverage

Chapter 47 - Family Leave (Updated January 2010)

Chapter 48 - Flexible Benefit Plans (Updated July 2011)

Chapter 49 - Dependent Care Benefits

Chapter 50 - Life Insurance

Chapter 51 - Worker Training

Chapter 52 - Unemployment (Updated April 2009)

Chapter 53 - Workers' Compensation (Updated February 2006)

Chapter 54 - Educational Assistance

Chapter 56 - Social Security Disability Insurance (Updated July 2011)

Chapter 58 - Programs Assisting Needy Families (Updated February 2006)

Chapter 59 - Supplemental Security Income (Updated February 2006)

Chapter 60 - Government Training Programs (Updated January 2010)

Appendix A - Work Force Statistics (Updated June 2009)

Appendix B - Income (Updated February 2006)

Appendix C - Economic Factors (Updated January 2010)

Appendix D - Explanation of Sources (Updated June 2009)

Appendix E - Legislative History of Employee Benefits (Updated August 2009)