EAM18 (1) : Interesting Charts

Next week I will be at the 2018 Enrolled Actuaries meeting and in going over the handouts to decide which sessions to attend I came across a few charts on multiemployer and public plans that I am fairly sure are public information and can be shared. Though meeting policies preclude any session recording I will report back occasionally throughout the week on any developments to extent I am allowed.

6 responses to this post.

  1. Posted by skip3house on April 5, 2018 at 1:12 pm

    Any way of knowing the ‘Green’ plans valuation interest rates?


    • Item 4b on the Schedule MB lists status:
      E Endangered Status
      S Seriously Endangered Status
      C Critical Status
      D Critical and Declining Status
      N Not in Endangered or Critical Status

      Item 6b list the valuation interest rate

      You can go to http://www.efast.dol.gov and get data on MB filings but they don’t make it easy for you. No name on the MB and only identifier is the EIN. Here is a spreadsheet sorted by those Risk Status and the valuation interest rate is fairly steady through all risk categories even though the worst funded the plan is the fewer assets it has and the valuation interest rate should be lower to adjust for all the earnings that the plan is not getting on account of not having the assets upon which the plan gets its earnings.



  2. This was from an SOA research project. its definitely public stuff


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