Module on pension beneficiaries
Time series : report_nrbenef_EN_2005-2022.xls
| Contact | |
|---|---|
| Contact organisation | National Statistical Institute |
| Contact organisation unit | Statistics of Living Standart Department |
| Contact name | Georgi Markov |
| Contact person function | Chief expert |
| Contact mail address | 2, P. Volov str., 1038 Sofia |
| Contact email address | |
| Contact phone number | +359 2 9857 252 |
| Contact fax number | |
| Metadata update | |
| Metadata last certified | 24 September 2024 |
| Metadata last posted | 24 September 2024 |
| Metadata last update | 24 September 2024 |
| Statistical presentation | |
| Data description | The European System of integrated Social PROtection Statistics (ESSPROS) is a specific tool for statistical monitoring of social transfers for social protection as well as their financing in the member states of the EU. The social protection system consists of three parts - the core system, the module on pension beneficiaries and the module on net social protection benefits. In the core system annual data for receipts and expenditure by scheme is provided as well as data on paid benefits by function "Sickness/Healthcare", "Disability", "Old age", "Survivors", "Family/Children", "Unemployment", "Housing" and "Social exclusion not elsewhere classified". |
| Classification system | · Classification of ESSPROS functions; · Classification of institutional sectors from which receipts of social protection schemes originate; · Classification of expenditure of social protection system by type; · Classification of social protection functions; · Classification of social benefits in each function. |
| Sector coverage | In Bulgaria ESSPROS includes the following social protection schemes:
|
| Statistical concepts and definitions | The European System of integrated Social PROtection Statistics (ESSPROS) is an instrument of statistical observation which enables international comparison of the administrative national data on social protection in the EU Member States. The conventional definition used for the scope of social protection definition is the following: "Social Protection encompasses all interventions from public or private bodies intended to relieve households and individuals of the burden of a defined set of risks or needs, provided that there is neither a simultaneous reciprocal nor an individual arrangement involved. The list of risks or needs that may give rise to social protection is, by convention, as follows: Sickness/Health care, Disability, Old age, Survivors, Family/children, Unemployment, Housing and Social exclusion not elsewhere classified". ESSPROS is meant as a common framework enabling a comprehensive and coherent description of social protection: - covering social benefits to households and their financing; - geared to international comparability; - harmonising with other statistics, particularly the national accounts, in its main concepts. The ESSPROS system ESSPROS is composed of a Core system and of modules. The Core system includes: - Quantitative data: annual data on Social protection receipts and expenditures by scheme/groups of schemes and for the total of schemes; they provide a means of analysing and comparing social protection financial flows. - Qualitative information: Metadata by social protection scheme and detailed benefit. The Modules contain supplementary statistical information on particular aspects of social protection: - A module on Pension Beneficiaries has been introduced in 2008 and data from 2006 to 2011 are available in Eurobase - ESSPROS domain. According to the EP and Council Regulation 458/2007 (Annex II), pension beneficiaries are defined as recipients of one or more of the periodic cash benefits of a social protection scheme falling within seven pension categories (disability pension; early retirement benefit due to reduced capacity to work; old-age pension; anticipated old-age pension; partial pension; survivors' pension; early retirement benefit due to labour market reasons). The aim of the module on pension beneficiaries is to calculate the total number of beneficiaries within:
|
| Statistical unit | Social protection scheme |
| Statistical population | The European system of integrated social protection statistics gathers data on benefits provided, and their financing, as expenditures and receipts of the units that are responsible for providing social protection. |
| Reference area | The territory of Bulgaria. |
| Time coverage | 2005 - 2022 |
| Base period | Not applicable. |
| Unit of measure | |
Million BGN | |
| Reference period | |
Year | |
| Institutional mandate | |
| Legal acts and other agreements | · Regulation (EC) No 458/2007 of the European Parliament and of the Council on the European system of integrated social protection statistics (ESSPROS); · Commission Regulation (EC) No 1322/2007 on appropriate formats for transmission, results to be transmitted and criteria for measuring quality for the ESSPROS core system and the module on pension beneficiaries of 12/11/2007; · Commission Regulation (EC) No 10/2008 on definitions, detailed classifications and updating of the rules for dissemination for the ESSPROS core system and the module on pension beneficiaries of 08/01/2008; · Commission Regulation (EC) No 110/2011 as regards the appropriate formats for the transmission of data, the results to be transmitted and the criteria for measuring quality for the ESSPROS module on net social protection benefits; · Commission Regulation (EC) No 263/2011 as regards the launch of full data collection for the ESSPROS module on net social protection benefits; · Law on Statistics. |
| Data sharing | |
| Confidentiality | |
| Confidentiality - policy |
· Regulation (EC) No 223/2009 on European statistics (recital 24 and Article 20(4)) of 11 March 2009 (OJ L 87, p. 164), stipulates the need to establish common principles and guidelines ensuring the confidentiality of data used for the production of European statistics and the access to those confidential data with due account for technical developments and the requirements of users in a democratic society. |
| Confidentiality - data treatment | Not applicable. |
| Release policy | |
| Release calendar | Date of publication of statistical information is available in the Release Calendar presenting the results of the statistical surveys carried out by the National Statistical Institute |
| Release calendar access | The calendar is available on the NSI website: https://old.nsi.bg/en/node/480 |
| User access | Data on ESSPROS is published on the NSI website, section Social Protection in accordance with the Law on Statistics and the European Statistics Code of Practice respecting the professional independence and aimed at objectivity, transparency and equal treatment of all consumers. |
| Frequency of dissemination | |
Annualy | |
| Accessibility and clarity | |
| News release | Receipts and expenditure for social protection. |
| Publications | Not applicable. |
| On-line database | Detailed results on ESSPROS are available to all users of the NSI website under the heading Social Protection: https://old.nsi.bg/en/node/6914 and informational system “Infostat” |
| Micro-data access | Not applicable. |
| Other | Information service on request, according to the Rules for the dissemination of statistical products and services in NSI. |
| Documentation on methodology | · ESSPROS manual 1996 (published by Eurostat) for the period 1999-2005; · ESSPROS manual, published in 2008 (Eurostat) for the period after 2005; · ESSPROS manual, published in 2016 (Eurostat); · European system of integrated social protection statistics ESSPROS — 2019 edition (Eurostat); · European system of integrated social protection statistics ESSPROS — Manual and user guidelines — 2022 edition (Eurostat). |
| Quality documentation | Quality information by scheme and type of benefits. |
| Quality management | |
| Quality assurance | The European system for integrated social protection statistics is an annual survey which is conducted in the framework of Regulation No 458/2007 of the European Parliament and of the Council on the European system for social protection statistics, Commission Regulation (EC) No 1322/2007 on appropriate formats for transmission, results to be transmitted and criteria for measuring quality and Commission Regulation (EC) No 10/2008 on definitions, detailed classifications and updating of the rules for dissemination. |
| Quality assessment | Data is accompanied by quality information for each social protection scheme as well as detailed description of the various types of benefits provided. Quality report is prepared. |
| Relevance | |
| User needs | The main users of ESSPROS data are:
|
| User satisfaction | No survey is conducted for user satisfaction. |
| Completeness | ESSPROS encompasses interventions from public and private bodies intended to relieve households and individuals of the burden of a defined set of risks or needs, provided that there is neither a simultaneous reciprocal nor an individual arrangement involved. |
| Accuracy and reliability | |
| Overall accuracy | As ESSPROS data are based on many administrative sources, the standard indicators for measuring accuracy are not directly applicable. Therefore, the accuracy is estimated by considering the non-sampling errors in the data sources. |
| Sampling error | ESSPROS is not a sample survey. |
| Non-sampling error | Limitations in the scope of and problems of measurement, evaluation of the method of estimation and revisions. |
| Timeliness and punctuality | |
| Timeliness | According to the schedule for ESSPROS data provision, defined by Regulation 458/2007, data is provided with a margin of 18 months. |
| Punctuality | The target date for provision of data on the ESSPROS core system is determined by the European Parliament and Regulation (EO) No 458/2007 of the Council (appendix 1, items 1.3 and 2.3), according to which quantitative data at all schemes level and qualitative information for year N must be disseminated by Eurostat no later than 31 October of year N+2. |
| Coherence and comparability | |
| Comparability - geographical | Social protection schemes differ greatly between different countries. There are great differences in the number and share of these schemes. In some countries the number of social protection schemes is very high while in others, usually these with small number of beneficiaries, the schemes are only partially covered by the data sources. |
| Comparability - over time | There are minor changes as regards the schemes, data sources, timeliness and scope of data in different countries which means that data from different years are comparable. |
| Coherence - cross domain | Not applicable. |
| Coherence - internal | As far as possible, there needs to be coherence between quantitative data and qualitative information. Where benefits are classified under a certain scheme, the description of these benefits should be found in the qualitative information and vice versa, unless the scheme described in the qualitative information has not yet entered into force (i.e. no benefits are supplied in the reference year) or has expired (i.e. the scheme is split into two different schemes, merged with another scheme or definitively abolished). Coherence should be ensured as far as possible between the core system and the module on pension beneficiaries. If there are benefits classified under a particular pension item for a scheme, the number of beneficiaries should be found in the corresponding item in the pension beneficiaries module, and vice versa. |
| Cost and burden | |
Data is collected from administrative sources. | |
| Data revision | |
| Data revision - policy | Not applicable. |
| Data revision - practice | Data revision is possible due to different reasons, for example change in the data sources used, change in the methods used for data estimation, due to adjustments in definitions used, etc. |
| Statistical processing | |
| Source data | Data are collected from the following administrative registers and information systems: · Register "Pensions"; · NSSI Personal register; · Detailed Annual Report of NSSI on pension expenditure, short-term expenditure and contribution income; · Detailed Annual Report of NHIF on incomes and expenditure; · Aggregated Report on Incomes of health insurance companies; · Report on Benefits and Contibutions of health insurance companies by type of services; · Detailed Annual Report on incomes and expenditure of Ministry of Health; · Data base of annual execution of the Consolidated Fiscal Program; · Information system of Social Assistance Agency; · Detailed Annual Report on the implementation of the budget of Agency for People with Disabilities; · Information system of Employment Agency; · Information system of Ministry of Education and Science. Additionally data from following statistical surveys are used: · Annual Report of Enterprises on the employed, salaries paid and other expenditures for labour;
|
| Frequency of data collection | Annually |
| Data collection | · Data files from administrative registers and information systems; · Electronic form for some social protection schemes; · Data from statistical surveys. |
| Data validation | Some of the schemes should be balanced, i.e. total expenditure should be equal to total receipts. |
| Data compilation | Not applicable. |
| Adjustment | Not applicable. |
| Comment | |
Download in SDMX 2.1 file format: EUROPEAN SYSTEM OF INTEGRATED SOCIAL PROTECTION STATISTICS (ESSPROS) - Receipts and expenditure for social protection
Metadata Structure Definition in SDMX 2.1: ESMS_MSD+BNSI+2.0+SDMX.2.1.xml
Download in SDMX 2.0 file format: EUROPEAN SYSTEM OF INTEGRATED SOCIAL PROTECTION STATISTICS (ESSPROS) - Receipts and expenditure for social protection
Metadata Structure Definition in SDMX 2.0: ESMS_MSD+BNSI+2.0+SDMX.2.0.xml
The European System of Integrated Social Protection Statistics (ESSPROS), 2022
In 2022, Bulgaria spent 30 391.7 million BGN for social protection benefits. In order to finance social protection in the country, 16 159.0 million BGN were allocated from the state budget, while the receipts of social protection contributions amounted to 17 121.0 million BGN.
In 2022, the social protection benefits by functions are:
‘Sickness/Healthcare’ - 8 304.8 million BGN;
‘Disability’ - 2 828.5 million BGN;
‘Old age’ - 13 635.1 million BGN;
‘Survivors’ - 1 664.8 million BGN;
‘Family/Chil...
The European System of Integrated Social Protection Statistics (ESSPROS), 2021
In 2021, Bulgaria spent 25 415.8 million BGN for social protection benefits. Тo financing social protection in the country, 13 896.9 million BGN were allocated from the state budget, while the receipts of social protection contributions amounted to 15 117.8 million BGN.
In 2021, the social protection benefits by function are:
- ‘Sickness/Healthcare’ - 7 420.7 million BGN;
- ‘Disability’ - 2 186.5 million BGN;
- ‘Old age’ - 11 289.1 million BGN;
- ‘Survivors’ - 1 253.1 million BGN; ...
Project ‘European system of integrated social protection statistics (ESSPROS) - Unemployment benefits recipients’
In October 2022 the activities of the project ‘European system of integrated social protection statistics (ESSPROS) - Unemployment benefits recipients’ of the National Statistical Institute under a grant agreement with the European Commission 101055564 - 2021-BG-ESSPROS were successfully completed. The main objective of the project was to build capacity for the preparation of statistical data on the recipients of unemployment benefits in Bulgaria within the framework of the European System for Integrated Social Protection Statistics (ESSPROS) according to a methodology proposed by Euro...
The European System of Integrated Social Protection Statistics (ESSPROS), 2020
In 2020, Bulgaria spent 21 924.4 million BGN for social protection benefits. Тo financing social protection in the country, 11 142.3 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 13 578.4 million BGN.
In 2020 the social protection benefits by function are:
- “Sickness/Healthcare” - 6 587.9 million BGN;
- “Disability” - 1 864.6 million BGN;
- “Old age” - 9 289.0 million BGN;
- “Survivors” - 1 087.3 million BGN;
- “Family/Children” - 1 974...
The European System of Integrated Social Protection Statistics (ESSPROS), 2019
In 2019, Bulgaria spent 19 918.5 million BGN for social protection. Тo finance social protection in the country, 8 129.0 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 13 258.3 million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2018
In 2018, Bulgaria spent 18 517.1 million BGN for social protection. Тo finance social protection in the country, 7 994.1 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 11 552.1 million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2017
In 2017, Bulgaria spent 17 195.7 million BGN for social protection. Тo finance social protection in the country, 7 880.3 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 10 531.4 million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2016
In 2016, Bulgaria spent 16 455.2 Million BGN for social protection which represented around 17.5% of the gross domestic product. In 2016, the total receipts recorded in ESSPROS for financing the social protection system amounted to 16 664.7 million BGN, from which 8 153.4 million BGN were funds from the state budget, 8 233.03 million BGN were funds from social protection contributions and 278.3 million BGN were classified as other receipts.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2015
In 2015, Bulgaria spent 15 811.6 million BGN for social protection. Тo finance social protection in the country, 8 036.5 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 8 610.5 million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2014
In 2014, Bulgaria spent 15 490.8 million BGN for social protection. Тo finance social protection in the country, 8 199.0 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 8 282.1 million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2013
In 2013, Bulgaria spent 14 452.6 million BGN for social protection. Тo finance social protection in the country, 7 690.8 million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 7 746.0 million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2012
In 2012, Bulgaria spent 13 597.7 Million BGN for social protection. Тo finance social protection in the country, 7430.4 Million BGN were allocated from the state budget while the receipts of social protection contributions amounted to 6 854.8 Million BGN.
The European System of Integrated Social Protection Statistics (ESSPROS), 2011
In 2011, 7 167.1 Million BGN were allocated from the state budget to finance social protection in the country while the receipts of social protection contributions amounted to 6 661 Million BGN.
...The European System of Integrated Social Protection Statistics (ESSPROS), 2010
The European System of Integrated Social Protection Statistics (ESSPROS), 2009
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According to the Law on Statistics, official source of information in the Republic of Bulgaria is the Nati...
Statistical Reference Book 2013
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2013 in English.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2008 - 2012 period.
The publication presents data on main macroeconomic indicators of the national economy - gross domestic product, investments and finance; and economic activity groupings - industry, agric...
Statistical Reference Book 2013 (Bulgarian version)
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2013 in Bulgarian.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2008 - 2012 period.
The publication presents data on main macroeconomic indicators of the national economy - gross domestic product, investments and finance; and economic activity groupings - industry, agr...
Statistical Reference Book 2012
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2012 in English.
The Statistical Reference Book represents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2007 - 2011 period.
The publication presents data on main macroeconomic indicators of the national economy - gross domestic product, investments and finance; and economic activity groupings - industry, agr...
Statistical Reference Book 2012 (Bulgarian version)
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2012 in Bulgarian.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2007 - 2011 period.
The publication presents data on main macroeconomic indicators of the national economy - gross domestic product, investments and finance; and economic activity groupings&...
Statistical Yearbook 2011
The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 79th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.
It provides current statistical information about the demographic, economic and social development of the country for the 2005 - 2010 period in different territorial and classification aggregations and breakdowns.
According ...
Statistical Reference Book 2011
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2011 in English. It is a concise form of the same issue in Bulgarian.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2006 - 2010 period.
The publication presents data on main macroeconomic indicators of the national economy - gross domestic product, investments...
Statistical Yearbook 2010
The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 78th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.
It provides current statistical information about the demographic, economic and social development of the country for the 2004 - 2009 period in different territorial and classification aggregations and breakdowns.
Accor...
Statistical Yearbook 2009
The National Statistical Institute (NSI) has the pleasure to submit to the attention of national and foreign users of statistical information the 77th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format. The issue is published in 2010, which marks 130 years since the establishment of a statistical institution in Bulgaria and 100 years since publishing of the first ‘Statistical Yearbook of the Bulgarian Kingdom’ in 1910.
This issue has new design and layout. It provides current statistical information about ...
Statistical Reference Book 2010
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2010 in English. It is a concise form of the same issue in Bulgarian.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2005 - 2009 period.
The publication presents data on main macroeconomic indicators of the national economy - gross domestic product, investments...
Social Protection Statistics 2000 - 2007
The National Statistical Institute presents to the users of statistical information first electronic (on CD-ROM) publication Social Protection Statistics 2000 - 2007. The publication contains information on receipts and expenditure by social protection schemes, as well as data on benefits and allowances provided by ESSPROS functions.
European System of Integrated Social Protection Statistics (ESSPROS) is a specific instrument for statistical monitoring of the social protection in EU member states. System main purpose is to ensure exhaustive, reali...
Statistical Reference Book 2009
The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2009 in English. It is a concise form of the same issue in Bulgarian.
The issue is with a new design and enrich contents. For the first time are included methodological and analytic notes towards all chapters. The information is illustrated with a rich graphic materials.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural ...
Statistical Yearbook 2008
The National Statistical Institute has the pleasure to submit to the attention of national and foreign users of statistical information the 76th edition of the Statistical Yearbook of the Republic of Bulgaria 2008. It provides topical statistical information on the demographic, economic and social development of the country for the 2002 - 2007 period in different territorial and classification aggregations and breakdowns.
According to the Law on Statistics, official source of information in the Republic of Bulgaria is the National Statistical System, wh...
Statistical Reference Book of the Republic of Bulgaria 2008
The National Statistical Institute presents to users of statistical information one of its main publications - Statistical Reference Book of the Republic of Bulgaria 2008 in English. It is a concise form of the same issue in Bulgarian.
The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2004 - 2007 period.
The publication presents data on main macroeconomic indicators of the national economy - gross dom...
Bulgaria: The Challenges of Poverty
The National Statistical Institute presents to the attention of users of statistical information "Bulgaria:The Challenges of Poverty" - a new publication in English which is a result of the Multipurpose Household Survey in Bulgaria carried out during 2003 by the NSI and the Ministry of Labour and Social Policy with the assistance of the World Bank. The main objective of the survey was to collect versatile, relevant and multilateral information on living conditions and poverty in the country.
Poverty surveys pursue several objectives.
The first one r...