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 graduate spouse pension questions mirror those asked of the graduates.  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 graduate 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

AT001RE-AT006RE      Type of pension plans
AT007RE-AT011RE      Current and expected benefits

at001re: Besides Social Security, do you yourself have any pension or retirement plans, including those you became eligible for through your spouse?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b210, h_emp14, h_b220_a

Frequencies
Value Label Male Female Total
-5 PARTIAL INTERVIEW 11 6 17
-4 NOT ASCERTAINED 2 0 2
-3 REFUSED 0 8 8
-1 DON'T KNOW 2 5 7
1 YES 1599 1537 3136
2 NO 194 526 720

at002re: Did Graduate Spouse Respondent report employer provided pensions?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 11 6 17
-4 NOT ASCERTAINED 1 0 1
-3 REFUSED 10 13 23
-2 196 539 735
-1 DON'T KNOW 5 11 16
1 YES 1053 763 1816
2 NO 532 750 1282

at003re: Did Graduate Spouse Respondent report IRAs or Keogh plans?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 11 6 17
-4 NOT ASCERTAINED 1 0 1
-3 REFUSED 10 13 23
-2 196 539 735
-1 DON'T KNOW 5 11 16
1 YES 755 759 1514
2 NO 830 754 1584

at004re: Did Graduate Spouse Respondent report 401k or 403b plans?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 11 6 17
-4 NOT ASCERTAINED 1 0 1
-3 REFUSED 10 13 23
-2 196 539 735
-1 DON'T KNOW 5 11 16
1 YES 504 545 1049
2 NO 1081 968 2049

at005re: Did Graduate Spouse Respondent report annuities?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 11 6 17
-4 NOT ASCERTAINED 1 0 1
-3 REFUSED 10 13 23
-2 196 539 735
-1 DON'T KNOW 5 11 16
1 YES 291 232 523
2 NO 1294 1281 2575

at006re: Did Graduate Spouse Respondent report any other type of pension or retirement plan?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 11 6 17
-4 NOT ASCERTAINED 1 0 1
-3 REFUSED 10 13 23
-2 196 539 735
-1 DON'T KNOW 5 11 16
1 YES 307 238 545
2 NO 1278 1275 2553

at007re: Are you currently receiving payments from any of these plans?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b230, h_b210, h_emp14, h_b220_a

Frequencies
Value Label Male Female Total
-5 PARTIAL INTERVIEW 12 6 18
-4 NOT ASCERTAINED 0 2 2
-3 REFUSED 6 4 10
-2 196 539 735
-1 DON'T KNOW 1 5 6
1 YES 1170 470 1640
2 NO 423 1056 1479

at008re: Do you have any retirement plans from which you are NOT currently receiving benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b240, h_b230, h_b210, h_emp14, h_b220_a

Frequencies
Value Label Male Female Total
-5 PARTIAL INTERVIEW 12 6 18
-4 NOT ASCERTAINED 0 2 2
-3 REFUSED 4 5 9
-2 196 539 735
-1 DON'T KNOW 5 8 13
1 YES 860 1250 2110
2 NO 731 272 1003

at009re: What is the earliest AGE at which you were or would be eligible for these benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 12 6 18
-4 NOT ASCERTAINED 2 2 4
-3 REFUSED 0 1 1
-2 936 826 1762
-1 DON'T KNOW 27 114 141
1 NOW/AT ANY AGE/WHENEVER I WANT 187 189 376
41 - 59 230 370 600
60 - 62 128 263 391
63 - 65 132 211 343
66 - 77 154 100 254

at010re: Amount for: About how much do you EXPECT to receive from these plans when you start receiving benefits? //bracketed//

Data source: Graduate Spouse Respondent      Collected in: 2004      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 12 6 18
-4 NOT ASCERTAINED 36 129 165
-3 REFUSED 42 38 80
-2 934 815 1749
-1 DON'T KNOW 345 684 1029
0 - 550 55 114 169
584 - 1500 90 101 191
1600 - 5000 104 78 182
5600 - 45000 108 62 170
46000 - 1,700,000 82 55 137
Note: This is top coded on public release

at011re: Unit for: About how much do you EXPECT to receive from these plans when you start receiving benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      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 12 6 18
-4 NOT ASCERTAINED 37 136 173
-2 1324 1535 2859
1 PER MONTH 230 267 497
2 PER YEAR 147 47 194
3 PERCENTAGE OF PAY 0 1 1
4 TOTAL SUM OF BENEFIT 43 45 88
5 LUMP SUM 12 41 53
7 SOMETHING ELSE 3 4 7

at010reb: Response summary for: About how much do you EXPECT to receive from these plans when you start receiving benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Revisions: Updated 10/07     

Frequencies
Value Label Male Female Total
-9 ITEM NOT ON PATH 935 826 1761
-5 PARTIAL INTERVIEW - QUESTION NOT ASKED 12 6 18
-4 AMOUNT NOT ASCERTAINED 23 64 87
0 NO INFO IN BRACKETING 518 564 1082
1 PARTIAL INFO IN BRACKETING 42 86 128
2 COMPLETE INFO IN BRACKETING 278 536 814

at010rel: Bracket lower bound for: About how much do you EXPECT to receive from these plans when you start receiving benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Revisions: Updated 10/07     

Frequencies
Value Label Male Female Total
-5 PARTIAL INTERVIEW 12 6 18
-2 1374 1236 2610
0 164 439 603
500 83 168 251
1000 93 147 240
2000 60 71 131
4000 22 15 37

at010reu: Bracket upper bound for: About how much do you EXPECT to receive from these plans when you start receiving benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Revisions: Updated 10/07     

Frequencies
Value Label Male Female Total
. System missing - NR 150 265 415
-5 PARTIAL INTERVIEW 12 6 18
-2 1374 1236 2610
500 78 228 306
1000 76 185 261
2000 79 121 200
4000 39 41 80

at010ree: Bracketing entry point for: About how much do you EXPECT to receive from these plans when you start receiving benefits?

Data source: Graduate Spouse Respondent      Collected in: 2004      Mode: phone
Source variables: h_b260_1, h_b250, h_b240, h_b230, h_b210, h_emp14, h_b220_a
Revisions: Updated 10/07     

Frequencies
Value Label Male Female Total
. System missing - NR 0 3 3
-5 PARTIAL INTERVIEW 12 6 18
-2 1377 1232 2609
500 125 271 396
1000 131 281 412
2000 163 289 452

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