Acquiring Plan data

[Gary]

I know of freeerisa.com, but the 5500 or sch b does not necessarily give all data I am looking for.

For eg. I would like to be able to obtain the number of employees who left (during prior year) as a term vested and of those how many received lump sums and how many are deferring benefits. Also I would like to know the number that retired (during prior year) and how many took a lump sum and how many took an annuity. And how many new participants entered the plan during prior year.

Anyone know where this info can be obtained?

[Guest Keith N]

I don't think that type of information is in the "public domain" so you may have to try and find a survey. Maybe some of the big national firms (Wyatt, Buck, Towers) would have some general information.

Why are you interested? Sounds like you want to chase some ambulances.

[Gary]

Keith,

I would like to be able to determine roughly the value of annuity and lump sum distributions in a given year.

I liked your ambulance quote (It was witty). How did you mean it in this context, though?