Surveys & Studies

February 2013

Winter 2013 Report of Results from the Survey of Plans’ 2012 Zone Status
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December 2012

2013 Reporting & Disclosure Calendar for Single-Employer Plans
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2013 Reporting & Disclosure Calendar for Multiemployer Plans
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September 2012

2013 Segal Health Plan Cost Trend Survey
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May 2012

Spring 2012 Report of Results from the Survey of Calendar-Year Plans’ 2012 Zone Status
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February 2012

Winter 2012 Report of Results from the Survey of Plans’ 2011 Zone Status
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September 2011

2012 Segal Health Plan Cost Trend Survey (Multiemployer)
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May 2011

Spring 2011 Report of Results from the Survey of Calendar-Year Plans’ 2011 Zone Status
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February 2011

Winter 2011 Report of Results from the Survey of Plans’ 2010 Zone Status
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2011 Reporting & Disclosure Calendar for Staff Plans
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September 2010

2011 Segal Health Plan Cost Trend Survey
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June 2010

Spring 2010 Report of Results from the 2010 Survey of Withdrawal Liability Funded Ratios
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May 2010

Spring 2010 Report of Results from the Survey of Calendar-Year Plans’ 2010 Zone Status
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January 2010

Winter 2010 Report of Results from Segal’s Survey of Plans’ 2009 Zone Status
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August 2009

2010 Segal Health Plan Cost Trend Survey
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July 2009

Summer 2009 Report of Results from the Segal Study of Multiemployer Defined Contribution Plans
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June 2009

Spring 2009 Report of Results from the Survey of Calendar-Year Plans’ 2009 Zone Status and Freeze Elections
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Spring 2009 Report of Results from the Final Survey of Plans' 2008 Zone Status
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March 2009

Winter 2009 Report of Results from the 2008 Survey of Withdrawal Liability Funded Ratios
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November 2008

Fall 2008 Report of Results from the Updated Survey of Plans’ Actual Zone Status
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August 2008

2009 Segal Health Plan Cost Trend Survey
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July 2008

Summer 2008 Report of Results from the 2008 Segal Medicare Part D Survey of Multiemployer Health Funds
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May 2008

Spring 2008 Report of Results from the Survey of Calendar-Year Plans Actual Zone Status
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March 2008

Winter 2008 Report of Results from the 2007 Survey of Withdrawal Liability Funded Ratios
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Winter 2008 Report of Results from the Survey of Multiemployer Pension Plans' Anticipated Zone Status and Funded Percentage under PPA'06
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February 2008

Winter 2008 report of results from the Survey of Dental Coverage
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January 2008

Winter 2008 report of results from the Study of Retiree Health VEBAs
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December 2007

Segal Viewpoint, a position paper on "The Enduring Importance and Appeal of Multiemployer Defined Benefit Plans"
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September 2007

2008 Segal Health Plan Cost Trend Survey
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August 2007

Summer 2007 Report of Results from the 2007 Segal Medicare Part D Survey of Multiemployer Health Funds
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April 2007

Spring 2007 Report of Results from the Survey of Multiemployer Pension Plans’ PPA’06 Funded Percentage and Projected Zone Status
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February 2007

Winter 2007 Survey Report, "Expected Improvement in the Funded Position of Multiemployer Pension Plans"
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December 2006

Winter 2007 Survey Report, "Results of Segal's Survey of Multiemployer Fund Office Administration, Technology and Staffing"
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August 2006

2007 Segal Health Plan Cost Trend Survey
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2005 Survey of the Funded Position of Multiemployer Plans (published in 2006)
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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"
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August 2005

2006 Segal Health Plan Cost Trend Survey
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April 2005

Spring 2005 Survey, "2004 Segal Survey of Multiemployer Funds' Strategies: Summary of Results"
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Spring 2005 Survey Report, "Still Solid Funded Position of Multiemployer Pension Plans Reflects Additional Erosion"
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September 2004

2005 Segal Health Plan Cost Trend Survey
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March 2004

Spring 2004 Survey, "The Funded Position of Multiemployer Pension Plans Remains Relatively Solid Despite Further Erosion"
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December 2003

2004 Segal Health Plan Cost Trend Survey
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August 2003

Summer 2003 Survey Report, "2004 Segal Health Plan Cost Trend Survey: Preliminary Findings"
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April 2003

Spring 2003 Survey, "Effects of 'The Perfect Storm' Begin to Emerge: Erosion of the Funded Position of Multiemployer Plans"
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November 2002

2003 Segal Health Plan Cost Trend Survey (published in November 2002)
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August 2002

Summer 2002 Survey Report, "2003 Segal Health Plan Cost Trend Survey: Preliminary Findings"
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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"
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October 2001

2002 Segal Health Plan Cost Trend Survey (published in October 2001)
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April 2001

2000 Survey of the Funded Position of Multiemployer Plans (Published in April 2001)
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October 2000

2001 Segal Health Plan Cost Trend Survey (published in October 2000)
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December 1999

2000 Segal Health Plan Cost Trend Survey (Published in December 1999)
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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)
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Interim results of the Survey of the Funded Position of Multiemployer Plans (Published in the January 1999 NewsLetter)
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August 1998

Survey of Health Plan Exclusions for Medication and Services Related to Reproduction and Sexual Dysfunction (Published in 1998)
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Pension Plans for Professional Boxers: A Study Prepared by The Segal Company for the Secretary of Labor as Mandated by Congress (Published in 1998)
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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)
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Interim results of the Survey of the Funded Position of Multiemployer Plans (Published in the January 1998 NewsLetter)
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March 1997

Interim results of the Survey of the Funded Position of Multiemployer Plans (Published in the March 1997 NewsLetter)
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April 1995

Survey of the Funded Position of Multiemployer Plans (Published in 1995)
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