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Surveys & Studies
February 2013
- Winter 2013 Report of Results from the Survey of Plans’ 2012 Zone Status
- Read an abstract | Download PDF
December 2012
- 2013 Reporting & Disclosure Calendar for Single-Employer Plans
- Read an abstract | Please register or log in to download the PDF.
- 2013 Reporting & Disclosure Calendar for Multiemployer Plans
- Read an abstract | Please register or log in to download the PDF.
September 2012
- 2013 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
May 2012
- Spring 2012 Report of Results from the Survey of Calendar-Year Plans’ 2012 Zone Status
- Read an abstract | Please register or log in to download the PDF.
February 2012
- Winter 2012 Report of Results from the Survey of Plans’ 2011 Zone Status
- Read an abstract | Please register or log in to download the PDF.
September 2011
- 2012 Segal Health Plan Cost Trend Survey (Multiemployer)
- Read an abstract | Please register or log in to download the PDF.
May 2011
- Spring 2011 Report of Results from the Survey of Calendar-Year Plans’ 2011 Zone Status
- Read an abstract | Please register or log in to download the PDF.
February 2011
- Winter 2011 Report of Results from the Survey of Plans’ 2010 Zone Status
- Read an abstract | Please register or log in to download the PDF.
- 2011 Reporting & Disclosure Calendar for Staff Plans
- Read an abstract | Please register or log in to download the PDF.
September 2010
- 2011 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
June 2010
- Spring 2010 Report of Results from the 2010 Survey of Withdrawal Liability Funded Ratios
- Read an abstract | Please register or log in to download the PDF.
May 2010
- Spring 2010 Report of Results from the Survey of Calendar-Year Plans’ 2010 Zone Status
- Read an abstract | Please register or log in to download the PDF.
January 2010
- Winter 2010 Report of Results from Segal’s Survey of Plans’ 2009 Zone Status
- Read an abstract | Please register or log in to download the PDF.
August 2009
- 2010 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
July 2009
- Summer 2009 Report of Results from the Segal Study of Multiemployer Defined Contribution Plans
- Read an abstract | Please register or log in to download the PDF.
June 2009
- Spring 2009 Report of Results from the Survey of Calendar-Year Plans’ 2009 Zone Status and Freeze Elections
- Read an abstract | Please register or log in to download the PDF.
- Spring 2009 Report of Results from the Final Survey of Plans' 2008 Zone Status
- Read an abstract | Please register or log in to download the PDF.
March 2009
- Winter 2009 Report of Results from the 2008 Survey of Withdrawal Liability Funded Ratios
- Read an abstract | Please register or log in to download the PDF.
November 2008
- Fall 2008 Report of Results from the Updated Survey of Plans’ Actual Zone Status
- Read an abstract | Please register or log in to download the PDF.
August 2008
- 2009 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
July 2008
- Summer 2008 Report of Results from the 2008 Segal Medicare Part D Survey of Multiemployer Health Funds
- Read an abstract | Please register or log in to download the PDF.
May 2008
- Spring 2008 Report of Results from the Survey of Calendar-Year Plans Actual Zone Status
- Read an abstract | Please register or log in to download the PDF.
March 2008
- Winter 2008 Report of Results from the 2007 Survey of Withdrawal Liability Funded Ratios
- Read an abstract | Please register or log in to download the PDF.
- Winter 2008 Report of Results from the Survey of Multiemployer Pension Plans' Anticipated Zone Status and Funded Percentage under PPA'06
- Read an abstract | Please register or log in to download the PDF.
February 2008
- Winter 2008 report of results from the Survey of Dental Coverage
- Read an abstract | Please register or log in to download the PDF.
January 2008
- Winter 2008 report of results from the Study of Retiree Health VEBAs
- Read an abstract | Please register or log in to download the PDF.
December 2007
- Segal Viewpoint, a position paper on "The Enduring Importance and Appeal of Multiemployer Defined Benefit Plans"
- Read an abstract | Please register or log in to download the PDF.
September 2007
- 2008 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
August 2007
- Summer 2007 Report of Results from the 2007 Segal Medicare Part D Survey of Multiemployer Health Funds
- Read an abstract | Please register or log in to download the PDF.
April 2007
- Spring 2007 Report of Results from the Survey of Multiemployer Pension Plans’ PPA’06 Funded Percentage and Projected Zone Status
- Read an abstract | Please register or log in to download the PDF.
February 2007
- Winter 2007 Survey Report, "Expected Improvement in the Funded Position of Multiemployer Pension Plans"
- Read an abstract | Please register or log in to download the PDF.
December 2006
- Winter 2007 Survey Report, "Results of Segal's Survey of Multiemployer Fund Office Administration, Technology and Staffing"
- Read an abstract | Please register or log in to download the PDF.
August 2006
- 2007 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
- 2005 Survey of the Funded Position of Multiemployer Plans (published in 2006)
- Read an abstract | Please register or log in to download the PDF.
April 2006
- Spring 2006 Survey Report, "Results of the Segal Survey of Multiemployer Health Funds' Response to the Initial Availability of Medicare Part D Coverage"
- Read an abstract | Please register or log in to download the PDF.
August 2005
- 2006 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
April 2005
- Spring 2005 Survey, "2004 Segal Survey of Multiemployer Funds' Strategies: Summary of Results"
- Read an abstract | Please register or log in to download the PDF.
- Spring 2005 Survey Report, "Still Solid Funded Position of Multiemployer Pension Plans Reflects Additional Erosion"
- Read an abstract | Please register or log in to download the PDF.
September 2004
- 2005 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
March 2004
- Spring 2004 Survey, "The Funded Position of Multiemployer Pension Plans Remains Relatively Solid Despite Further Erosion"
- Read an abstract | Please register or log in to download the PDF.
December 2003
- 2004 Segal Health Plan Cost Trend Survey
- Read an abstract | Please register or log in to download the PDF.
August 2003
- Summer 2003 Survey Report, "2004 Segal Health Plan Cost Trend Survey: Preliminary Findings"
- Read an abstract | Please register or log in to download the PDF.
April 2003
- Spring 2003 Survey, "Effects of 'The Perfect Storm' Begin to Emerge: Erosion of the Funded Position of Multiemployer Plans"
- Read an abstract | Please register or log in to download the PDF.
November 2002
- 2003 Segal Health Plan Cost Trend Survey (published in November 2002)
- Read an abstract | Please register or log in to download the PDF.
August 2002
- Summer 2002 Survey Report, "2003 Segal Health Plan Cost Trend Survey: Preliminary Findings"
- Read an abstract | Please register or log in to download the PDF.
April 2002
- Spring 2002 survey, "Good News and a Threatening Forecast: Funded Position of Multiemployer Defined Benefit Plans Strong, but Change May Be on the Horizon"
- Read an abstract | Please register or log in to download the PDF.
October 2001
- 2002 Segal Health Plan Cost Trend Survey (published in October 2001)
- Read an abstract | Please register or log in to download the PDF.
April 2001
- 2000 Survey of the Funded Position of Multiemployer Plans (Published in April 2001)
- Read an abstract | Please register or log in to download the PDF.
October 2000
- 2001 Segal Health Plan Cost Trend Survey (published in October 2000)
- Read an abstract | Please register or log in to download the PDF.
December 1999
January 1999
- 1999 Segal Health Plan Cost Trend Survey, "1999 Medical and Dental Health Care Costs Projected to Increase Moderately; More Dramatic Increase Expected for Prescription Drugs" (Published in 1999)
- Read an abstract
- Interim results of the Survey of the Funded Position of Multiemployer Plans (Published in the January 1999 NewsLetter)
- Read an abstract
August 1998
- Survey of Health Plan Exclusions for Medication and Services Related to Reproduction and Sexual Dysfunction (Published in 1998)
- Read an abstract
- Pension Plans for Professional Boxers: A Study Prepared by The Segal Company for the Secretary of Labor as Mandated by Congress (Published in 1998)
- Read an abstract | Please register or log in to download the PDF.
January 1998
- Segal Trend Survey, "Average Health Care Cost Increases Projected to Be Higher in 1998 than Actual Cost Increases in 1997" (Published in 1998)
- Read an abstract
- Interim results of the Survey of the Funded Position of Multiemployer Plans (Published in the January 1998 NewsLetter)
- Read an abstract
March 1997
- Interim results of the Survey of the Funded Position of Multiemployer Plans (Published in the March 1997 NewsLetter)
- Read an abstract