University of Tokyo

Abstract
Survey Number 0028
Survey Title Survey on Company Benefit and Welfare Systems, 1983
Depositor Japan Institute of Life Insurance
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Summary This survey was conducted in order to clarify the way the corporate welfare system should be and the role that companies should play in the field. Separate questionnaires were given to companies and employees to approach the objective from both sides. The first of the corporate survey appeared in August, 1980, and this is our second one. Specifically, the corporate questionnaire aimed to capture the current and future state of employees benefit plans with respect to (1) livelihood guarantee during employment, (2) asset formation, and (3) livelihood guarantee after retirement. The employees' questionnaire, on the other hand, aimed to grasp their level of understanding of benefit plans as well as their needs at different life stages in relation to such plans. The survey compares and studies the results of the two questionnaires.
Universe [Corporate questionnaire]
Private non-agricultural companies with 30 or more employees
[Employees' questionnaire]
Men aged between 20 and 59, employed by companies within the above category. Those with retirement experience were excluded.
Unit of Observation Individual,Organization
Sample Size [Corporate questionnaire]
A sample of 2,174, of which 1,323 (60.9%) returned valid responses.
[Employees' questionnaire]
A sample of 2,191, of whom 1,519 (69.3%) returned valid responses.
Time Period [Corporate questionnaire]
June 15--July 20, 1983
[Employees' questionnaire]
July, 1983
Spatial Unit Japan's 12 largest cities (except Hiroshima)--Sapporo, Tokyo, Kawasaki, Yokohama, Nagoya, Kyoto, Osaka, Kobe, Fukuoka, and Kita-Kyushu--and nearby cities/towns/villages (from which at least 20 percent of the students and workers aged 15 and over commute to the cities).
Sampling Procedure [Corporate questionnaire]
Stratified sampling by industry and size of workforce. For accuracy, sampling ratios varied by strata.
[Employees' questionnaire]
Two-stage sampling with probability proportionate to size. The unit was first census tract and then individual. A sample of 6,711 individuals (or about 23 people per tract) were drawn from Residents' Basic Registers. A preliminary screening survey, to which 5,617 or 83.7 percent of them responded, identified 2,191 corporate employees appropriate for the current survey.
Mode of Data Collection Self-administered questionnaires through visits
Investigator Japan Institute of Life Insurance
Sponsors (Funds)
Related Publications (by the Investigator) Japan Institute of Life Insurance (March 1984) Showa 58-nendo Kigyo no fukuri-kosei seido ni kansuru chosa: Kigyo anketo chosa (Survey of Employees Benefit Plans, 1983: Questionnaire survey of companies).
Japan Institute of Life Insurance (May 1984) Kigyo no fukuri-kosei seido ni kansuru chosa: Jugyoin anketo chosa (Survey of Employees Benefit Plans: Questionnaire survey of employees).
Related Publications (based on Secondary Analysis) List of related publications (based on Secondary Analysis)
Documentation [Kigyo Chosa-hyo][Jugyoin Chosa-hyo]
Major Survey Items [Corporate questionnaire]
Corporate profile:
Industry; year established; issued capital; sales for FY 1982; number of regular employees, their average age, women's ratio; ordinary income for FY 1982.

Questionnaire items:
(1) Consciousness of benefit plans (current and future emphasis; reasons for)
(2) Livelihood security systems during employment
Voluntary accident compensation system (dangerousness of workplace; state and content of compensation; reasons for no system and future intentions; model amount of voluntary survivor benefits for 35-year-old males and financing); off-duty compensation system (availability; financing; corporate attitude); group term insurance (Group A insurance coverage, reasons for adoption, criteria used to select life insurance companies, insurance amount, intentions for changing amount, reasons for no such insurance and future intentions; availability of Group B insurance, reasons for adoption, advertising methods, rate of employees covered, average insurance amount, availability of system aiding premium payment, improvement requests, reasons for no such insurance and future intentions; availability of mortality security system based on self-help; awareness and availability of whole life group insurance, future intentions).
(3) Asset-formation support systems
Corporate attitudes to employees' asset formation; present and future asset formation systems; present and future housing measures; measures for housing loan insolvency; adoption of asset-building savings systems (general asset-building scheme and asset-building pension scheme) (period adopted; participation rate; reasons for adoption; number and type of financial
institutions involved, selection criteria, future intentions for expansion); requests for improvement in asset-building systems; reasons for no general asset-building and asset-building housing schemes, and future intentions; recognition of asset-formation allowance and asset-formation funds systems; availability of employee's savings promotion system.
(4) Livelihood security systems after retirement
Corporate attitudes to livelihood security after retirement; mandatory retirement system (state of adoption; retirement age; intentions for changing retirement age); retirement allowance system (current state; model amount; financing, its rationale, future financing, problems, intentions for improvement); tax-qualified pension system (availability; period of adoption;
payment level and intentions for improvement; level of payment and intentions for improvement; form of transition from retirement allowance to tax-qualified pension; financial institutions involved and selection criteria; problems; improvement requests; reasons for no such system and future intentions); employee pension fund system (availability; form of setup; period
adopted; form of payment; intentions for future adoption).

[Employees' questionnaire]
Demographic items:
Sex; education; occupation; dangerousness of job; workplace industry and size of workforce; labor union organized or not; marital status; spouse's occupation; unmarried children living with Respondent; age of last child; number of family members living with R and family composition; annual income; annual household income; livelihood earners; type of dwelling; housing loans.

Questionnaire items:
(1) Salaried men's life consciousness and occupational views
Degree of satisfaction with life (9 items); degree of anxiety about life (11 items); transference; seniority; future promise of workplace; intentions to stay with company; degree of occupational and job satisfaction (12 items); degree of job anxiety (19 items); company labor policy desired; life's satisfaction from work.
(2) Current state of employees benefit plans
Availability of systems (14 items), degree of satisfaction, systems of hope.
(3) Livelihood security during employment
Worry about emergency; necessary amount of money (annual amount, period); means of preparing for emergency and long-term inability to work; awareness of retirement-for-death allowance and survivor benefits; awareness of actual statue of voluntary accident compensation and expectations; Group B insurance (awareness, adoption, intentions for adoption, advertising method, coverage, insurance amount, improvement requests); Group A insurance (awareness, adoption); type of life insurance policy held; insurance amount for ordinary death; annual premiums paid; attitude to off-duty compensation.
(4) Asset formation support
Purpose of savings; asset-building savings system (awareness, adoption, expectations toward adoption, advertising method, promotion system, participation, intentions for participation, reasons for not participating, annual reserve, financial institutions involved and selection criteria, improvement requests); availability and use of employee stock ownership plan; availability and use of in-house deposit plan; availability of housing-related systems (8 items) and housing measures for the future; housing plan and reasons; total cost of housing plan, ratio of R's own funds, period of implementation; view of corporate role in employees' asset formation.
(5) Livelihood security after retirement
Mandatory retirement age; intentions for work after retirement; retirement allowance; corporate pension plan (availability, future availability, explanation to employees, employee's contribution, period of receipt, desirable period and form of receipt and reasons, monthly amount received, requests); asset-building pension plan (awareness, availability, intentions for participation); how company should deal with livelihood security after retirement; monthly amount of public pension; awareness of lowering of corporate/employee pension eligibility age and how company should respond; wife's coverage by national pension plan; necessary amount of money senior life (monthly amount for R and his wife); necessary amount of funds for senior life at retirement and ratio of amount R can accumulate; purposes of senior life funds; state of private preparation and age started; main income source for senior life.
Date of Release 1998/04/01
Version Registered on April 1, 1998.
Topics Employment/Labor
Notes for Users Data Sets are written in Japanese.