Pension Plan Documents from Government Sources

Published: 2008
Project ID: UM08-Q1


The purpose of this project is to locate Federal Employer Identification Numbers (EINs) for employers of Health and Retirement Study respondents who were employed at the time of the initial Wave I interview. These EINs are essential for linking our respondents to Form 5500 information about their pension plan, including both the machine-readable versions of the forms themselves and the plan summaries that we learned are often included as attachments to Form 5500.