Edition

2015-2022 Group Long-Term Disability Incidence Study Data Request

The Society of Actuaries (SOA) Research Institute’s Group Disability Experience Committee (GDEC or the Committee) and LIMRA are soliciting group long-term disability (LTD) incidence experience for 2015-2022.

The SOA Research Institute and LIMRA are partnering together to complete industry experience studies. Under this partnership, the SOA Research Institute’s GDEC and LIMRA plan to complete a group LTD incidence study in response to the results of an industry survey performed in fall 2022. The goals of this update are to:

  • measure incidence rates for 2015 through 2022 in aggregate as well as several categorical variables, including elimination period, industry groups, case size bands, geographic areas, and diagnosis
  • analyze conditional incidence rates for claims lasting at least a certain duration of time (e.g., 12 months, 24 months, etc.).

Please see attached documents for instructions on data submission and format. The 2015-2022 data are due to LIMRA Secure Retirement Institute by November 15, 2023.

The following may be included in the outputs made available for purchase:

  • detailed experience study report with analysis and commentary;
  • a set of data visualization dashboards with the ability to filter on and drill down into the detail of the results of the study;
  • dataset(s) containing the aggregated experience collected for the purpose of this study. The datasets may be made available in excel files, text files or downloads from the data visualization tool;
  • models or other tools developed to support the analyses completed in the study; and
  • other outputs as determined by the SOA Research Institute and LIMRA.For more information, please refer to the attached data submission instructions and feel free to contact us with any questions.

Materials

2015-2022 Group Long-Term Disability Incidence Study Data Request 

2015-2022 Group Long-Term Disability Incidence Study Data Elements 

Questions Or Comments?

If you have any questions, please contact StudyPro@soa.org