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TABLE A5

Amount of Assets in Pension Plans
by type of plan and method of funding, 1996
(amounts in millions)
Method of Funding Total Plans Single Employer Plans 1/ Multiemployer Plans 2/
Total Defined
Benefit
Defined
Contribution
Total Defined
Benefit
Defined
Contribution
Total Defined
Benefit
Defined
Contribution
Funding arrangement for investment of assets
TOTAL $3,136,281 $1,585,397 $1,550,884 $2,837,125 $1,316,599 $1,520,526 $299,156 $268,798 $30,358
Trust 1,963,090 1,006,083 957,007 1,791,744 853,965 937,779 171,346 152,118 19,228
Insurance 6,892 3,846 3,046 6,796 3,783 3,014 96 64 32
Trust and insurance 1,166,174 575,468 590,706 1,038,460 458,851 579,608 127,714 116,617 11,098
Other 125 0 125 125 0 125 0 0 0
Funding arrangement for payment of benefits
TOTAL $3,136,281 $1,585,397 $1,550,884 $2,837,125 $1,316,599 $1,520,526 $299,156 $268,798 $30,358
Trust 1,889,857 885,102 1,004,755 1,763,514 771,391 992,123 126,343 113,712 12,632
Insurance 69,157 37,834 31,323 67,173 36,386 30,787 1,984 1,448 536
Trust and insurance 1,165,847 660,623 505,224 995,542 507,436 488,105 170,305 153,186 17,119
Other 11,419 1,838 9,581 10,896 1,386 9,510 524 453 71

1/ Includes single employer plans, plans of controlled groups of corporations, and multiple-employer noncollectively bargained plans.
2/ Includes multiemployer plans and multiple-employer collectively bargained plans.
NOTE: Total asset amounts shown exclude funds held by life insurance companies under allocated group insurance contracts for payment of retirement benefits. These excluded funds make up roughly 10 to 15 percent of total pension fund assets.
SOURCE: Form 5500 series reports filed with the Internal Revenue Service for plan years beginning in 1996.

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