Facts From EBRI

For additional information, please contact EBRI at (202) 659-0670.

Fact Sheets 1992-2013. Discontinued in November 2013.

*Designates a pdf file, all others are html files.

Basics of the Pension Benefit Guaranty Corporation (PBGC), November 2013*

Basics on Medicare, August 2013*

Basics on Social Security, July 2013*

Tax Expenditures and Employee Benefits: Estimates from the FY 2011 Budget March 2010*

The Basics of Social Security, Updated With the 2009 Board of Trustees Report, July 2009*

The Basics of Medicare, Updated With the 2009 Board of Trustees Report, July 2009*

Domestic Partner Benefits: Facts and Background (Updated February 2009*)

The Basics of Medicare, Updated With the 2008 Board of Trustees Report, May 2008*

The Basics of Social Security, Updated With the 2008 Board of Trustees Report, April 2008*

Tax Expenditures and Employee Benefits: Estimates from the FY 2009 Budget, February 2008*

History of 401(k) Plans: An Update, September 2007*

Retirement Trends in the United States Over the Past Quarter-Century, June 2007*

Flexible Spending Accounts, May 2007*

The Basics of Medicare, Updated With the 2007 Board of Trustees Report, May 2007*

The Basics of Social Security, Updated With the 2007 Board of Trustees Report, May 2007*

Basics of the Pension Benefit Guaranty Corporation (PBGC), January 2007*

The Basics of Medicare, Updated With the 2006 Board of Trustees Report, May 2006*

The Basics of Social Security, Updated With the 2006 Board of Trustees Report, May 2006*

Typical Health Benefit Package in Private Industry, April 2006*

Time Line for Continuing Health Coverage Under COBRA, September 2005*

The Basics of the Pension Benefit Guaranty Corporation (PBGC), July 2005*

The Basics of Medicare, Updated With the 2005 Board of Trustees Report, June 2005*

The Basics of Social Security, Updated With the 2005 Board of Trustees Report, May 2005*

Compensation Costs in the Private and State/Local Public Sectors, March 2005*

Finances of Employee Benefits, 1960-2003, February 2005*

History of 401(k) Plans: An Update, February 2005*

Assets in Qualified Retirement Plans, 1985-2002: Revised, September 2004*

Employer Spending on Benefits, 2002 May 2004*

The Basics of Medicare: Updated With the 2004 Board of Trustees Report, April 2004*

The Basics of Social Security: Updated With the 2004 Board of Trustees Report, April 2004*

Domestic Partner Benefits: Facts and Background, March 2004*

Tax Expenditures and Employee Benefits: An Update From the FY 2005 Budget, February 2004*

Assets in Qualified Retirement Plans, 1985-2002, December 2003*

Highlights From the 2003 Health Confidence Survey, November 2003*

Flexible Spending Accounts, October 2003*

Compensation Costs in State and Local Governments March 1991 to March 2003, September 2003*

Health Insurance and the Elderly, August 2003*

Compensation Costs in Private Industry, March 1987 to December 2002, July 2003

401(k) Plan Account Balances, Asset Allocation, and Loan Activity in 2001, June 2003*

The Basics of Medicare: Updated With the 2003 Board of Trustees Report, May 2003*

The Basics of Social Security: Updated With the 2003 Board of Trustees Report, May 2003*

Family Savings: Results of the Survey of Consumer Finances, April 2003*

Tax Expenditures and Employee Benefits: An Update From the FY 2004 Budget, March 2003*

National Health Care Expenditures, 2001, February 2003

Private Pension Plans, Participation, and Assets: Update, January 2003

Employer Spending on Health Care: 1987-2000, December 2002

History of 401(k) Plans: An Update, November 2002

Employer Spending on Benefits 2001, October 2002*

Retirement Plan Assets: Year-end 2001, September 2002*

The Basics of Medicare Updated With the 2002 Board of Trustees Report, August 2002

The Basics of Social Security Updated With the 2002 Board of Trustees Report, July 2002*

Income of the Elderly, 2000, June 2002*

Tax Expenditures and Employee Benefits: An Update From the FY 2003 Budget, May 2002*

Employer Spending on Benefits 2000, April 2002*

History of Health Insurance Benefits, March 2002

Unemployment Insurance, February 2002

401(k) Account Balanaces, Asset Allocation, and Loan Activity Plan Year 2000, January 2002*

EBRI Background on Company Stock in Retirement Plans, December 2001*

Women in Retirement, November 2001*

The Basics of Social Security Updated With the 2001 Board of Trustees Report, October 2001*

The Basics of Medicare Updated With the 2001 Board of Trustees Report, October 2001

Compensation Costs in State and Local Governments March 1991 to March 2001, September 2001

Compensation Costs in Private Industry March 1987 to March 2001, August 2001

Medicare Awareness, Confidence, Satisfaction, and Reform: Results from the 2001 Health Confidence Survey, July 2001*

Trends in Early Retirement, July 2001

Employer Spending on Benefits 1999, June 2001*

U.S. Budget, Taxes, and Employee Benefits: An Update, May 2001*

Sources of Health Insurance and Characteristics of the Uninsured, West North Central States, 1999, April 2001

Sources of Health Insurance and Characteristics of the Uninsured, East North Central States, 1999, March 2001

Sources of Health Insurance and Characteristics of the Uninsured, Mid-Atlantic States, 1999, February 2001

Sources of Health Insurance and Characteristics of the Uninsured, New England States, 1999, February 2001

Private Trusteed Retirement Plan Assets -- Second Quarter 2000, January 2001

History of 401(k) Plans, December 2000

Income of the Elderly, November 2000

Flexible Benefits, October 2000

Sources of Health Insurance and Characteristics of the Uninsured, Pacific States, September 2000

The Basics of Medicare: Updated With the 2000 Board of Trustees Report, September 2000

The Basics of Social Security: Updated With the 2000 Board of Trustees Report, September 2000

Equity Holdings of Retirement Plans, August 2000

Sources of Health Insurance and Characteristics of the Uninsured, Mountain States, August 2000

Sources of Health Insurance and Characteristics of the Uninsured, West South Central States, July 2000

Leave of Absence Benefits Among Private-Sector Employers, July 2000

Domestic Partner Benefits: Facts and Background (Updated June 2000), June 2000

Sources of Health Insurance and Characteristics of the Uninsured, East South Central States, 1998, June 2000

Sources of Health Insurance and Characteristics of the Uninsured, South Atlantic States, 1998, May 2000

Employment-Based Health Care Benefits and Self-Funded Employment-Based Plans: An Overview, April 2000*

Rollover Rates, March 2000

Sources of Health Insurance and Characteristics of the Uninsured, East North Central States, 1998, March 2000

Sources of Health Insurance and Characteristics of the Uninsured, Mid-Atlantic States, 1998, February 2000

Domestic Partner Benefits, February 2000

Income of the Elderly, 1998, January 2000

Sources of Health Insurance and Characteristics of the Uninsured, New England States, 1998, January 2000

Who Were the Uninsured in 1998? December 1999*

Retirement Income Plan Participation, Private Sector, 1996-1997, November 1999

Uninsured Workers Eligible for Health Insurance, October 1999*

Compensation Costs in State and Local Governments: March 1991 to March 1999, September 1999

Compensation Costs in Private Industry: March 1987 to March 1999, September 1999

Sources of Health Insurance and Characteristics of the Uninsured: Pacific States, 1997, September 1999

U.S. Budget, Taxes, and Employee Benefits: An Update, August 1999*

Sources of Health Insurance and Characteristics of the Uninsured: Mountain States, 1997, August 1999

401(k) Plan Account Balances, Asset Allocation, and Loan Activity: Plan Year 1996, July 1999

Sources of Health Insurance and Characteristics of the Uninsured, West South Central States, 1997, July 1999

Sources of Health Insurance and Characteristics of the Uninsured, East South Central States, 1997, June 1999

The Savings Paradox? June 1999

Sources of Health Insurance and Characteristics of the Uninsured, South Atlantic States, 1997, May 1999

Income of the Elderly, 1997, April 1999

Sources of Health Insurance and Characteristics of the Uninsured, West North Central States, 1997, April 1999

Domestic Partner Benefits, March 1999

Sources of Health Insurance and Characteristics of the Uninsured: East North Central States, 1997, March 1999

Sources of Health Insurance and Characteristics of the Uninsured, Mid-Atlantic States, 1997, February 1999

Employer Spending on Benefits, 1997, February 1999*

National Health Care Expenditures, January 1999

Sources of Health Insurance and Characteristics of the Uninsured, New England States, 1997, January 1999

U.S. Retirement Income System, December 1998*

Mandating Social Security for All Public Employees: Pros and Cons, November 1998

Employment-Based Health Care Benefits and Self-Funded Employment-Based Plans: An Overview, September/October 1998*

Sources of Health Insurance and Characteristics of the Uninsured: Northeast Metropolitan Areas with 2 Million or More in Population, Merged Data Years for 1994, 1995, 1996, September 1998

Sources of Health Insurance and Characteristics of the Uninsured: Pacific States, 1996, September 1998

Sources of Health Insurance and Characteristics of the Uninsured: Midwest Metropolitan Areas With 2 Million or More in Population, Merged Data Years 1994, 1995, and 1996, September 1998

Sources of Health Insurance and Characteristics of the Uninsured: South Metropolitan Areas With 2 Million or More in Population, Merged Data Years 1994, 1995, and 1996, September 1998

Sources of Health Insurance and Characteristics of the Uninsured: West Metropolitan Areas With 2 Million or More in Population Merged Data Years 1994, 1995, and 1996, September 1998

Sources of Health Insurance and Characteristics of the Uninsured: Mountain States, 1996, August 1998

U.S. Budget, Taxes, and Employee Benefits, August 1998

Sources of Health Insurance and Characteristics of the Uninsured: West South Central States, 1996, July 1998

Sources of Health Insurance and Characteristics of the Uninsured: East South Central States, 1996, June 1998

The Basics of Social Security, June 1998

The Basics of Medicare, June 1998

What Are Personal Savings? May 1998

Sources of Health Insurance and Characteristics of the Uninsured: South Atlantic States, 1996, May 1998

History of the Minimum Wage, April 1998

Sources of Health Insurance and Characteristics of the Uninsured, West North Central States, 1996, April 1998

Sources of Health Insurance and Characteristics of the Uninsured, East North Central States, 1996, March 1998

History of Pension Plans, March 1998

Sources of Health Insurance and Characteristics of the Uninsured, Mid-Atlantic States, 1996, February 1998

Typical Employee Benefit Package in Medium and Large Private Establishments with 100 or More Full-Time Employees, February 1998

History of Health Benefits, January 1998

Sources of Health Insurance and Characteristics of the Uninsured, New England States, 1996, January 1998

Income of the Elderly, 1996, December 1997

Women in Retirement, November 1997

Employer Spending on Benefits, 1996, October 1997

Individual Retirement Accounts, October 1997

Employee Benefit Averages, September 1997

Unemployment Insurance, August 1997

Characteristics of Individuals with Employment-Based Health Insurance, 1987-1995, July 1997

Private Pension Plans, Participation, and Assets, June 1997

The Basics of Social Security, May 1997

The Basics of Medicare, May 1997

Employer-Provided Worker Training, April 1997

National Health Care Expenditures, 1995, March 1997

Income of the Elderly, 1995, February 1997

Comparison of Benefit Participation and Cost: State and Local Governments and Medium and Large Private Establishments, November 1996

Asset Management and Performance of the U.S. Pension System, October 1996

Health Insurance Portability and Accountability Act of 1996, September 1996

Benefit Provisions of H.R. 3448: Small Business Job Protection Act of 1996, September 1996

Leave of Absense Benefits, August 1996

State Health Expenditures: 1993, June 1996

Mental Health/Substance Abuse Benefits, May 1996

Employer Spending for Employee Benefit Programs, April 1996

Tax Reform Proposals: What They Mean for Employee Benefits, March 1996

Tax Reform and Employee Benefits: Possible Responses to Tax Reform, March 1996

Income of the Elderly, January 1996

Projections of the National Health Expenditures, December 1995*

Retirement Program Lump-Sum Distributions, November 1995*

Workers' Confidence, or False Confidence, in Their Retirement Planning, October 1995*

Worker Education Efforts, October 1995*

Worker Attitudes Versus Retiree Attitudes on Issues Concerning Retirement, October 1995*

Retirement Confidence Indices, October 1995*

Attitudes Regarding Social Security and Medicare, October 1995*

Americans Appear To Have Limited Financial Knowledge Levels, October 1995*

Basics of Social Security and Medicare, October 1995*

Consolidated Omnibus Budget Reconciliation Act of 1985, September 1995*

Flexible Benefits Plans and Flexible Spending Accounts, August 1995*

Asset Management and Performance of the U.S. Pension System, July 1995*

Work Force Mobility, June 1995*

Definitions of Health Care Benefit Terms, May 1995*

Definitions of Retirement Plan Terms, April 1995*

Sources of Health Insurance Coverage and Characteristics of the Uninsured, March 1995*

Employers Self-Funding Health Benefits, February 1995*

Individuals Saving for Retirement, January 1995*

National Health Care Expenditures, January 1995*

Characteristics of Employer-Provided Defined Benefit Pension Plans, December 1994*

Part-Time Workers in the U.S. Economy: Prevalence, Characteristics and Benefit Coverage, November 1994*

Retiree Health Benefits, October 1994*

Asset Management and Performance of the U.S. Pension System, May 1994*

Near Elderly Sources of Health Insurance Coverage, 1992, May 1994*

Dual Sources of Health Insurance Coverage and Indirect Insurance Coverage, 1992, May 1994*

Sources of Health Insurance Coverage and Characteristics of the Uninsured, April 1994*

Characteristics of Employer-Provided Pension Plans, April 1994*

Individuals Saving for Retirement, April 1994*

Employer Spending for Employee Benefit Programs, March 1994*

Pension and Retirement Income, March 1994*

National Health Care Expenditures, January 1994*

Parental Leave Benefits, November 1993*

The 401(k) Experience, November 1993*

Retiree Health Benefits, August 1993*

Flexible Benefit Plans, August 1993*

Employer Spending on Health Care and Initiatives to Reduce Health Care Costs, August 1993*

Characteristics of Employer-Provided Pension Plans, August 1993*

Employer Spending for Employee Benefit Programs, February 1993*

Sources of Health Insurance Coverage and Characteristics of the Uninsured, January 1993*

National Health Care Expenditures, January 1993*

Pension and Retirement Income, November 1992*

Sources of Health Insurance Coverage and Characteristics of the Uninsured, July 1992*

Retiree Health Benefits, July 1992*

Parental Leave Benefits, July 1992*

National Health Care Expenditures, July 1992*

Individuals Saving for Retirement, July 1992*

Flexible Benefit Plans, July 1992*

Employer Spending on Health Care and Initiatives to Reduce Health Care Costs, July 1992*

Employer Spending for Employee Benefit Programs, July 1992*

Characteristics of Employer-Provided Pension Plans, July 1992*

The 401(k) Experience, July 1992*