Description	Small pension	Large pension	Customized welfare	Other welfare	
Share of participants entering plan in the last year	0.07	0.07	0.07	0.07	
Total number of pension plans or distinct group health products	734,856.00	101,987.00	4,055.00	10,000.00	
Active participants	11,464,250.00	95,982,304.00	0.00	78,664,000.00	
Retired or separated participants receiving benefits	377,545.00	11,353,216.00	0.00	7,881,000.00	
Participants whose benefits were distributed in a single lump sum during year	4,365.00	1,139,428.00	0.00	0.00	
Retired or separated participants entitled to future benefits	2,908,500.00	33,443,455.00	0.00	0.00	
Deceased parts whose beneficiaries are receiving or entitled to benefits	5,692.00	2,240,034.00	0.00	0.00	
Share of all plans with effective dates in the last 12 months	0.09	0.02	0.01	0.01	
Number of hours required to create a new SPD	10.00	10.00	10.00	10.00	
Number of hours required to update an existing SPD	4.00	4.00	4.00	4.00	
Total labor cost per hour for lawyer to update an SPD	187.58	187.58	187.58	187.58	
Cost of printing an SPD	1.75	1.75	4.00	4.00	
Cost of mailing an SPD	2.70	2.70	4.14	4.14	
Share of plans amended in a one-year period	0.18	0.37	0.36	0.20	
Share of plans amended in a five-year period	0.66	0.89	0.65	0.40	
Share of plans amended in a ten-year period	0.74	0.92	0.78	0.48	

Label	Value	
Share of plans using service providers	0.95	
Share of plans preparing SPDs in house	0.05	
Share of large plans using service providers to update SPD and to prepare SMM	0.75	
Share of small plans using service providers to update SPD and to prepare SMM	1.00	
Minute per part to distribute SPDs	0.50	
Minute per part to distribute SMMs	0.50	
Share of all distributions of paper documents done by mail	0.04	
Average hours to prepare an SMM	3.00	
Cost per participant to distribute SMMs	0.20	
Cost per participant to mail SMMs	0.78	
Share of participants entering plan in the last year	0.07	
Share of participants requesting SPDs in an SMM year	0.20	
Share of participants requesting SPDs in non-SMM years	0.05	
Total labor cost per hour for secretaries	72.82	
Average number of years that separated vesting participants remain in that status	20.00	
Average number of years that retirees remain in that status	20.00	
Average number of years that beneficiaries remain in that status	20.00	
Share of health plan retirees in retiree only health plans	0.15	

Burden Type	Small pension	Large pension	Welfare	All	
Total Cost Burden (Thousands of dollars)	1,026	11,542	83,247	95,814	
`   Distribution	1,026	11,542	83,247	95,814	
`      SPDs	894	8,910	73,118	82,923	
`      SMMs	131	2,631	10,129	12,891	
Total Hour Burden (Thousands)	1,332	213	117	1,662	
`   Preparation	1,330	185	16	1,531	
`      SPDs	1,013	94	7	1,114	
`      SMMs	317	91	9	417	
`   Distribution	2	28	101	131	
`      SPDs	1	15	70	86	
`      SMMs	1	13	31	45	
Dollar Equivalent of Hour Burden (Thousands of dollars)	249,634	36,655	10,386	296,675	

Type of Plan	SPDs for New Plans	SPDs for Amended Plans	Total SPDs Prepared	SMMs Prepared	Total Documents Prepared	Plans Distributing Unamended SPDs	
Small pension	63,596	94,272	157,868	105,647	263,514	17,359	
Large pension	2,161	17,998	20,159	30,317	50,476	823	
Customized welfare	34	572	606	1,245	1,852	90	
Other welfare	113	873	985	1,769	2,754	513	
	65,904	113,714	179,618	138,978	318,596	18,785	

Type of Plan	Participants receiving new SPDs	Participants receiving SMMs	Total responses (SPDs plus SMMs)	Total participants	
	From new plans	From existing plans due to	Total				
		Preparation of new SPD	Change of status/1	Participant request	Total					
Small pension	1,050	1,925	772	788	3,485	4,534	2,121	6,656	14,756	
Large pension	1,105	25,586	8,269	10,221	44,076	45,181	42,515	87,696	143,019	
Welfare	1,983	7,463	5,090	5,511	18,063	20,047	15,307	35,354	86,545	
Total	4,138	34,973	14,130	16,520	65,624	69,762	59,944	129,706	244,320	

Type of plan	Number of Plans Preparing Documents Each Year/1	Plans Distributing Unamended SPDs Under 10-Year Rule	Plans Distributing to Requestors or Status Changers/2	Plans Obliged only to be Ready to Disclose	Total Number of Plans	
Small pension	264	17	279	175	735	
Large pension	50	1	51	-	102	
Customized welfare	2	*/	2	-	4	
Other welfare	627	117	958	575	2,278	
	943	135	1,290	750	3,119