Series analyzer for FL223064353.Q

State and local government employee defined contribution retirement funds; variable annuity mutual fund shares; asset

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Total 403(b) plan financial assets are calculated as variable annuity mutual fund and money market account assets from the College Retirement Equities Fund (CREF) Stock, Global Equities, Growth, Equity Index, Bond Market, Inflation-linked Bond, Social Choice and Money Market accounts assets from Morningstar Direct, plus non-variable annuity mutual fund assets from table 6 of the Investment Company Institute report: The U.S. Retirement Market, plus the life insurance unallocated contract share of 403(b) private pension assets estimated from DOL form 5500 micro data where the life insurance share is the sum of investment in pooled separate accounts and insurance company unallocated contracts general accounts. Quarterly data is interpolated from annual data if quarterly data is unavailable. The State and local government employee retirement fund share of 403(b) plan assets is calculated as one minus DOL form 5500 micro data tabulations of pension plans that are flagged as 403(b) plans divided by total 403(b) plan assets as estimated above. The private pension fund share prior to available 5500 data is equal to the earliest available data. Market value level and capital gains for state and local government employee defined contribution retirement funds variable annuity mutual fund shares held by 403(b) plans calculated as the state and local pension fund share of Morningstar Direct data on CREF Stock, Global Equities, Growth, Equity Index, Bond Market, Inflation-linked Bond, Social Choice accounts assets and net transactions. Data for the last ten years show no significant seasonality.

Derived from:
FOF CodeDescription
+ FL223064353.QState and local government employee defined contribution retirement funds; variable annuity mutual fund shares; asset
+ FU223064353.QState and local government employee defined contribution retirement funds; variable annuity mutual fund shares; asset
+ FR223064353.QState and local government employee defined contribution retirement funds; variable annuity mutual fund shares; asset
+ FV223064353.QState and local government employee defined contribution retirement funds; variable annuity mutual fund shares; asset

Used in:
FOF CodeDescription
+ FL223064255.QState and local government employee defined contribution retirement funds; mutual fund shares, including variable annuity mutual fund shares; asset
- FL543064385.QLife insurance companies, separate accounts; variable annuity mutual fund shares; asset
+ LM223064353.QState and local government employee defined contribution retirement funds; variable annuity mutual fund shares; asset