WLS Codebooks
Note: Codebooks contain frequency data from the private data release. For some variables, these differ from the frequencies in the public release. Variables that differ between the public and private versions include "(not available on public release)" as part of the variable description, or a note indicating the difference between the public and private versions.
Phone: Pensions
For more information on the Pensions Module see Appendix Q - Cor935. OVERVIEW The sibling spouse pension questions mirror those asked of the siblings. The section begins with the types of retirement plans that the spouses own, then follows by asking whether any benefits are being received from these plans. If they were not, eligibility age and expected benefit level are collected. (If the spouses were currently receiving benefits, this information was collected in the income module.) As in the sibling interview, unfolding brackets followed questions asking for dollar amounts in this section. Associated with these items are four variables (identified by the eight characters of the variable name) detailing the information collected in the bracketing sequence. The character "b" is associated with a summary variable, "u" and "l" denote the upper and lower bounds and "e" indicates the entry point into the bracketing sequence. During the interview, interviewers had a chance to leave notes with additional information obtained from the respondents. The WLS staff reviewed and processed these notes using a standardized set of decision rules for each section. In many cases processing the notes resulted in changes to the coded responses which created inconsistencies in the skip pattern of the CASES instrument. While we put considerable effort into adjusting such discrepancies, we could not eliminate them all. Occasionally, notes indicated problematic cases due to the lack of specific information or, conversely, cases that contained extra information that was important enough to retain. In such instances we created a flag, identified by the character "f" and attached it to the variable name, for the affected variable. BRIEF VARIABLE DESCRIPTIONS BT001RE-BT006RE Type of pension plans BT007RE-BT011RE Current and expected benefits
bt001re: Besides Social Security, do you yourself have any pension or retirement plans, including those you became eligible for through your spouse?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 0 | 1 | 1 |
-3 | REFUSED | 4 | 3 | 7 |
-1 | DON'T KNOW | 1 | 3 | 4 |
1 | YES | 836 | 908 | 1744 |
2 | NO | 96 | 259 | 355 |
bt002re: Did Sibling Spouse Respondent report employer provided pensions?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b210, h_emp14, h_b220_a, h_b220_b, h_b220_c, h_b220_d, h_b220_e, h_b220_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 2 | 1 | 3 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 1 | 6 | 7 |
1 | YES | 497 | 407 | 904 |
2 | NO | 335 | 487 | 822 |
bt003re: Did Sibling Spouse Respondent report IRAs or Keogh plans?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b210, h_emp14, h_b220_a, h_b220_b, h_b220_c, h_b220_d, h_b220_e, h_b220_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 2 | 1 | 3 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 1 | 6 | 7 |
1 | YES | 392 | 464 | 856 |
2 | NO | 440 | 430 | 870 |
bt004re: Did Sibling Spouse Respondent report 401k or 403b plans?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b210, h_emp14, h_b220_a, h_b220_b, h_b220_c, h_b220_d, h_b220_e, h_b220_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 2 | 1 | 3 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 1 | 6 | 7 |
1 | YES | 318 | 358 | 676 |
2 | NO | 514 | 536 | 1050 |
bt005re: Did Sibling Spouse Respondent report annuities?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b210, h_emp14, h_b220_a, h_b220_b, h_b220_c, h_b220_d, h_b220_e, h_b220_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 2 | 1 | 3 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 1 | 6 | 7 |
1 | YES | 133 | 160 | 293 |
2 | NO | 699 | 734 | 1433 |
bt006re: Did Sibling Spouse Respondent report any other type of pension or retirement plan?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b210, h_emp14, h_b220_a, h_b220_b, h_b220_c, h_b220_d, h_b220_e, h_b220_f
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 2 | 1 | 3 |
-3 | REFUSED | 1 | 8 | 9 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 1 | 6 | 7 |
1 | YES | 192 | 156 | 348 |
2 | NO | 640 | 738 | 1378 |
bt007re: Are you currently receiving payments from any of these plans?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-3 | REFUSED | 4 | 6 | 10 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 0 | 4 | 4 |
1 | YES | 499 | 267 | 766 |
2 | NO | 333 | 632 | 965 |
bt008re: Do you have any retirement plans from which you are NOT currently receiving benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-3 | REFUSED | 4 | 5 | 9 |
-2 | 101 | 265 | 366 | |
-1 | DON'T KNOW | 2 | 1 | 3 |
1 | YES | 475 | 756 | 1231 |
2 | NO | 355 | 147 | 502 |
bt009re: What is the earliest AGE at which you were or would be eligible for these benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 4 | 0 | 4 |
-3 | REFUSED | 0 | 1 | 1 |
-2 | 462 | 418 | 880 | |
-1 | DON'T KNOW | 22 | 90 | 112 |
1 | NOW/AT ANY AGE/WHENEVER I WANT | 66 | 74 | 140 |
39 - 59 | 152 | 215 | 367 | |
60 - 62 | 117 | 175 | 292 | |
63 - 68 | 75 | 121 | 196 | |
69 - 82 | 39 | 80 | 119 |
bt010re: Amount for: About how much do you EXPECT to receive from these plans when you start receiving benefits? //Bracketed//
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 2 | 1 | 3 |
-3 | REFUSED | 21 | 25 | 46 |
-2 | 462 | 418 | 880 | |
-1 | DON'T KNOW | 166 | 467 | 633 |
0 - 700 | 41 | 77 | 118 | |
730 - 1800 | 47 | 64 | 111 | |
2000 - 4000 | 67 | 56 | 123 | |
4200 - 40000 | 69 | 44 | 113 | |
45000 - 5,000,000 | 62 | 22 | 84 |
bt011re: Unit for: About how much do you EXPECT to receive from these plans when you start receiving benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b260_2, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-4 | NOT ASCERTAINED | 18 | 80 | 98 |
-2 | 636 | 833 | 1469 | |
1 | PER MONTH | 159 | 186 | 345 |
2 | PER YEAR | 97 | 36 | 133 |
3 | PERCENTAGE OF PAY | 1 | 3 | 4 |
4 | TOTAL SUM OF BENEFIT | 16 | 24 | 40 |
5 | LUMP SUM | 9 | 12 | 21 |
7 | SOMETHING ELSE | 1 | 0 | 1 |
bt010reb: Response summary for: About how much do you EXPECT to receive from these plans when you start receiving benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-9 | ITEM NOT ON PATH | 462 | 418 | 880 |
-5 | PARTIAL INTERVIEW - QUESTION NOT ASKED | 9 | 5 | 14 |
-4 | AMOUNT NOT ASCERTAINED | 2 | 1 | 3 |
0 | NO INFO IN BRACKETING | 313 | 379 | 692 |
1 | PARTIAL INFO IN BRACKETING | 32 | 69 | 101 |
2 | COMPLETE INFO IN BRACKETING | 128 | 307 | 435 |
bt010rel: Bracket lower bound for: About how much do you EXPECT to receive from these plans when you start receiving benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-2 | 748 | 681 | 1429 | |
0 | 47 | 231 | 278 | |
500 | 38 | 101 | 139 | |
1000 | 35 | 102 | 137 | |
2000 | 43 | 50 | 93 | |
4000 | 26 | 9 | 35 |
bt010reu: Bracket upper bound for: About how much do you EXPECT to receive from these plans when you start receiving benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
. | System missing - NR | 81 | 166 | 247 |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-2 | 748 | 681 | 1429 | |
500 | 21 | 108 | 129 | |
1000 | 35 | 107 | 142 | |
2000 | 25 | 86 | 111 | |
4000 | 27 | 26 | 53 |
bt010ree: Bracketing entry point for: About how much do you EXPECT to receive from these plans when you start receiving benefits?
Data source: Sibling Spouse Respondent
Collected in: 2005
Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Frequencies | ||||
---|---|---|---|---|
Value | Label | Male | Female | Total |
-5 | PARTIAL INTERVIEW | 9 | 5 | 14 |
-2 | 746 | 675 | 1421 | |
500 | 66 | 186 | 252 | |
1000 | 66 | 179 | 245 | |
2000 | 59 | 134 | 193 |