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

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