|
FIRST RELEASE |
CROATIAN BUREAU OF STATISTICS ISSN 1334-0565 |
|||
|
|
||||
|
YEAR: XLVI. |
ZAGREB, 15 DECEMBER, 2009 |
NUMBER: 12.1.6. |
||
|
|
||||
|
|
OBLIGED TO NOTIFY DATA SOURCE |
|||
EXPENDITURES AND RECEIPTS OF SOCIAL PROTECTION
2003 2007 (SATELLITE ACCOUNT)
This release presents data on social protection in the Republic of Croatia for the period from 2003 to 2007. For the first time, data were collected in accordance with the ESSPROS Manual, on the basis of the Eurostat methodological framework: "ESPROSS Manual and User Guidelines".
The aim of collecting data on expenditures and receipts of schemes is to provide a comprehensive analysis of the social protection, to achieve harmonisation with other countries and to enable an international comparability.
During the mentioned period, there was a continuous growth of the total expenditures and the total receipts of the social protection recorded in the Republic of Croatia, but their share in the GDP has been diminishing over the years. The largest decrease in the total expenditures was recorded in 2005 (-0.7% as compared to 2004) and the largest decrease in the total receipts was recorded in 2004 (-0.8% as compared to 2003).
The greatest part of the total expenditures included the social protection compensations with the share of more than 95%, within which compensations for sickness and health care, disability and old age made 75% of the total compensations.
The total number of pension beneficiaries comprised the old-age pension beneficiaries, with the share of more than 50% of all beneficiaries, and the rest of beneficiaries, divided to disability pension beneficiaries and survival pension beneficiaries, who had almost the same ratio.
The breakdown of the number of pension beneficiaries by sex leads to the conclusion that old-age pensions were equally distributed between women and men, while among the disability pension beneficiaries there were more men (2:1 ratio). More than 80% of women made the total number of survival pension beneficiaries and they belonged to the category Survivors.
1. EXPENDITURE AND RECEIPTS OF SOCIAL PROTECTION SCHEMES
Thousand kuna
|
|
2003. |
2004. |
2005. |
2006. |
2007. |
|
|
|
|
|
|
|
|
Total expenditure |
44 447 144 |
47 096 459 |
48 963 406 |
51 801 161 |
54 958 228 |
|
|
|
|
|
|
|
|
Social protection benefits |
42 967 291 |
45 736 410 |
47 559 983 |
50 068 053 |
53 228 573 |
|
Non means-tested social benefits |
40 178 367 |
42 906 481 |
44 687 482 |
47 299 104 |
49 957 491 |
|
Cash social benefits |
26 891 942 |
28 290 257 |
29 682 511 |
31 526 654 |
33 219 270 |
|
Periodic cash social benefits |
26 835 991 |
28 251 916 |
29 619 866 |
31 241 678 |
33 148 894 |
|
Lump sum cash social benefits |
55 951 |
38 341 |
62 644 |
284 976 |
70 376 |
|
Social benefits in kind |
13 286 424 |
14 616 225 |
15 004 972 |
15 772 449 |
16 738 221 |
|
Re-routed social contributions between schemes |
317 |
(77) |
(77) |
394 |
630 |
|
Means-tested social benefits |
2 788 924 |
2 829 929 |
2 872 500 |
2 768 949 |
3 271 082 |
|
Cash social benefits |
2 495 898 |
2 486 358 |
2 504 297 |
2 387 241 |
2 877 092 |
|
Periodic cash social benefits |
2 436 096 |
2 416 699 |
2 441 838 |
2 323 396 |
2 826 367 |
|
Lump sum cash social benefits |
59 802 |
69 660 |
62 459 |
63 846 |
50 725 |
|
Social benefits in kind |
293 026 |
343 571 |
368 203 |
381 708 |
393 991 |
|
Re-routed social contributions between schemes |
|
|
|
|
|
|
Administration costs |
1 399 165 |
1 255 893 |
1 288 013 |
1 613 130 |
1 604 886 |
|
Transfers to other schemes |
|
|
|
|
|
|
Other expenditure |
80 689 |
104 156 |
115 410 |
119 978 |
124 769 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total receipts |
44 324 886 |
45 996 570 |
48 376 927 |
51 358 776 |
55 668 788 |
|
|
|
|
|
|
|
|
Social contributions |
13 845 873 |
14 873 656 |
15 714 015 |
16 919 246 |
18 543 093 |
|
General government contributions |
28 995 783 |
30 139 959 |
31 480 950 |
33 006 914 |
35 897 564 |
|
Transfers from other schemes |
|
|
685 774 |
1 111 715 |
443 740 |
|
Other receipts |
1 483 230 |
982 955 |
1 181 963 |
1 432 617 |
1 228 132 |
2. EXPENDITURE ON SOCIAL BENEFITS, BY SOCIAL PROTECTION FUNCTIONS
Thousand kuna
|
|
2003. |
2004. |
2005. |
2006. |
2007. |
|
|
|
|
|
|
|
|
Total |
42 967 291 |
45 736 410 |
47 559 983 |
50 068 053 |
53 228 573 |
|
|
|
|
|
|
|
|
Sickness/Health care |
13 326 962 |
14 774 211 |
15 106 029 |
16 009 667 |
17 101 534 |
|
Disability |
6 168 046 |
6 657 001 |
7 102 505 |
7 633 101 |
8 311 524 |
|
Old age |
13 437 549 |
13 991 037 |
14 617 397 |
15 366 918 |
16 000 749 |
|
Survivors |
4 918 602 |
5 191 620 |
5 524 824 |
5 840 581 |
6 113 363 |
|
Family/Children |
2 973 965 |
2 727 758 |
2 720 640 |
2 752 428 |
3 263 299 |
|
Unemployment |
1 142 218 |
1 271 676 |
1 325 012 |
1 297 230 |
1 275 677 |
|
Housing |
82 619 |
87 488 |
91 883 |
92 796 |
96 615 |
|
Social exclusion not elsewhere classified |
917 330 |
1 035 619 |
1 071 691 |
1 075 331 |
1 065 813 |
3. SOCIAL PROTECTION
EXPENDITURE AND EXPENDITURE ON SOCIAL BENEFITS, BY SOCIAL PROTECTION FUNCTIONS,
SHARE IN GDP1)2)
Share in GDP, %
|
|
2003. |
2004. |
2005. |
2006. |
2007. |
|
|
|
|
|
|
|
|
Total social protection expenditure |
19,6 |
19,2 |
18,5 |
18,1 |
17,5 |
|
Total expenditure
for social benefits, |
18,9 |
18,6 |
18,0 |
17,5 |
16,9 |
|
Sickness/Health care |
5,9 |
6,0 |
5,7 |
5,6 |
5,4 |
|
Disability |
2,7 |
2,7 |
2,7 |
2,7 |
2,6 |
|
Old age |
5,9 |
5,7 |
5,5 |
5,4 |
5,1 |
|
Survivors |
2,2 |
2,1 |
2,1 |
2,0 |
1,9 |
|
Family/Children |
1,3 |
1,1 |
1,0 |
1,0 |
1,0 |
|
Unemployment |
0,5 |
0,5 |
0,5 |
0,5 |
0,4 |
|
Housing |
0,0 |
0,0 |
0,0 |
0,0 |
0,0 |
|
Social exclusion not elsewhere classified |
0,4 |
0,4 |
0,4 |
0,4 |
0,3 |
1) Data on the gross domestic product have been revised according to new, improved data sources and calculation methods.
2) Data on the gross domestic product for 2003, 2004 and 2005 are final, while for 2006 and 2007 they are provisional (sum of quarterly data).
4. TOTAL NUMBER OF PENSION BENEFICIARIES WITHOUT DOUBLE COUNTING, BY SOCIAL PROTECTION FUNCTIONS
|
|
2003. |
2004. |
2005. |
2006. |
2007. |
|
|
|
|
|
|
|
|
Total number of pension beneficiaries |
1 062 075 |
1 071 616 |
1 086 246 |
1 105 571 |
1 121 540 |
|
Total number of pension beneficiaries in function Disability |
269 966 |
273 460 |
277 337 |
284 936 |
293 148 |
|
Disability pension beneficiaries |
269 966 |
273 460 |
277 337 |
284 936 |
293 148 |
|
Beneficiaries
receiving early retirement benefits due to reduced |
- |
- |
- |
- |
- |
|
Total number of pension beneficiaries in function Old age |
555 402 |
558 357 |
565 753 |
574 414 |
580 518 |
|
Old-age pension beneficiaries |
518 986 |
516 124 |
517 211 |
519 401 |
525 505 |
|
Anticipated old-age pension beneficiaries |
36 416 |
42 233 |
48 542 |
55 013 |
55 013 |
|
Partial pension beneficiaries |
- |
- |
- |
- |
- |
|
Total number of pension beneficiaries in function Survivors |
236 707 |
239 799 |
243 156 |
246 221 |
247 874 |
Source: the Croatian Institute for Pension Insurance
5. TOTAL NUMBER OF PENSION BENEFICIARIES, BY SOCIAL PROTECTION FUNCTIONS AND BY SEX
|
|
Total |
Disability |
Old age |
Survivors |
||||||
|
Total |
Women |
Men |
Total |
Women |
Men |
Total |
Women |
Men |
||
|
|
|
|
|
|
|
|
|
|
|
|
|
2003. |
1 062 075 |
269 966 |
90 919 |
179 047 |
555 402 |
268 532 |
286 870 |
236 707 |
195 795 |
40 912 |
|
2004. |
1 071 616 |
273 460 |
90 628 |
182 832 |
558 357 |
272 047 |
286 310 |
239 799 |
200 539 |
39 260 |
|
2005. |
1 086 246 |
277 337 |
91 074 |
186 263 |
565 753 |
276 617 |
289 136 |
243 156 |
205 477 |
37 679 |
|
2006. |
1 105 571 |
284 936 |
92 227 |
192 709 |
574 414 |
281 960 |
292 454 |
246 221 |
213 567 |
32 654 |
|
2007. |
1 121 540 |
293 148 |
93 557 |
199 591 |
580 518 |
286 830 |
293 688 |
247 874 |
216 821 |
31 053 |
Source: the Croatian Institute for Pension Insurance
NOTES ON METHODOLOGY
Sources and data collection methods
Data on social protection in the Republic of Croatia were collected for the period from 2003 to 2007 in accordance with the ESSPROS Manual.
The European System of integrated Social PROtection Statistics (ESSPROS) was developed in the Eurostat jointly with representatives of the EU Member States. The legal basis was proposed as a Regulation of the European Parliament and the Council1), supplemented by Commission Regulations2) implementing the ESSPROS core system, the module on pension beneficiaries and the pilot data collection on net social protection benefits.
Coverage and comparability
The ESSPROS is a harmonised system that provides a tool for analysis and comparison of financial flows of social protection. The objectives of the ESSPROS are to provide a comprehensive and coherent description of the social protection in the EU Member States and candidate countries for the EU membership, financing of social benefits and creating a system appropriate for international comparability and harmonisation with other statistics.
The core system of the ESSPROS consists of a stable, annually collected set of data on the receipts and expenditure of social protection schemes in certain countries.
The ESSPROS core system values transactions at current exchange value, that is, the value at which flows and stocks are, or could be, exchanged for cash. Totals for all categories, by years, represent the sum of the values of all individual schemes of social protection.
The expenditure of social protection schemes are classified by type, which indicates the nature of, or reason for, the expenditure. At the first level, the ESSPROS distinguishes social protection benefits, administration costs, transfers to other schemes and other expenditures. The social protection benefits are divided into non means-tested social protection benefits and means-tested social protection benefits. Moreover, social protection benefits are classified to cash benefits, benefits in kind and social contributions re-routed between schemes. Cash benefits and benefits in kind can be periodic or lump-sum.
The receipts of social protection schemes are classified by type to social contributions, general government contributions, transfers from other schemes and other receipts.
Financial flows of some schemes refer to transfers from other schemes. Values of such transfers are recorded as expenditures of a scheme in which they have arisen, that is, as receipts of a scheme which they are paid to, and, therefore, they are not included in the calculation of the total value.
The 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 as follows:
Sickness/Health Care
Disability
Old age
Survivors
Family/Children
Unemployment
Housing
Social exclusion not elsewhere classified
The ESSPROS applies the functional breakdown exclusively to social protection benefits, not to receipts.
In addition to the core system, ESSPROS contains a module on pension beneficiaries as well.
The module on pension beneficiaries shows the total number of pension beneficiaries throughout the three functions: disability, old-age and survivors as well as by sex.
According to the European Parliament and the Council Regulation No. 458/20071), pension beneficiaries are defined as recipients of one or more periodic cash benefits of a social protection scheme without double counting.
Each of the pension categories is further divided to non means-tested and means-tested pensions.
Definitions and explanations
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.
Social protection benefits are means allocated to users either in cash or kind and services. They comprise of transfers, in cash or in kind, from social protection schemes to households or individuals.
1) Regulation (EC)
No. 458/2007 of the European Parliament and of the Council of 25 April 2007 on
the European system of integrated social protection statistics
(ESSPROS), published in OJ L113 on 30 April 2007, p. 3.
2) Commission Regulation (EC) No. 1322/2007 of 12 November 2007 implementing Regulation (EC) No. 458/2007 of the European Parliament and of the Council on the ESSPROS as regards the appropriate formats for transmission, results to be transmitted and criteria for measuring the quality of the ESSPROS core system and the module on pension beneficiaries, published in OJ L294 on 13 November 2007, p. 5.
Commission Regulation (EC) No. 10/2008 of 8 January 2008 implementing Regulation (EC) No. 458/2007 of the European Parliament and of the Council on the ESSPROS as regards definitions, detailed classifications and updating of the rules for dissemination for the ESSPROS core system and the module on pension beneficiaries, published in OJ L5 on 9 January 2008, p. 3.
Means-tested social benefits are social benefits which are explicitly or implicitly conditional on the beneficiary's income and/or wealth falling below a specified level.
Cash benefits are benefits paid off in cash that do not require evidence of actual expenditure by beneficiaries.
Periodic cash benefits are cash benefits paid at regular intervals, such as each week, month or quarter.
Lump-sum benefits are cash benefits paid on a single occasion or in the form of a lump sum.
Benefits in kind are benefits granted in the form of goods or services that require evidence of actual expenditure by the beneficiaries.
Re-routed social contributions are payments that a social protection scheme makes to another scheme in order to maintain or accrue the rights of its protected people to social protection from the recipient scheme.
Administration costs means the costs charged to the scheme for management and administration thereof.
Transfers to other schemes include unrequited payments made to other social protection schemes.
Other expenditure includes miscellaneous expenditure by social protection schemes.
Employers' actual social contributions are payments made by employers to insurers to secure entitlement to social benefits for their employees, former employees and their dependants.
General government contributions consist of the cost to general government of running government-controlled non-contributory schemes and financial support provided by general government to other resident social protection schemes.
Transfers from other schemes include unrequited payments received from other social protection schemes.
Other receipts include miscellaneous current receipts of social protection schemes.
Sickness/Health care means income maintenance and support in cash in connection with physical or mental illness, excluding disability. Health care covers maintenance, restoration or improvement of the health of the people protected, irrespective of the origin of the disorder.
Disability covers income maintenance and support in cash or kind (except health care) in connection with the inability of physically or mentally disabled people to engage in economic and social activities.
Old age includes income maintenance and support in cash or kind (except health care) in connection with old age.
Survivors implies income maintenance and support in cash or kind in connection with the death of a family member.
Family/Children includes support in cash or kind (except health care) in connection with the costs of pregnancy, childbirth and adoption, bringing up children and caring for other family members.
Unemployment implies income maintenance and support in cash or kind in connection with unemployment.
Housing includes help towards the cost of housing.
Social exclusion not elsewhere classified includes benefits in cash or kind (except health care) specifically intended to combat social exclusion where they are not covered by one of the other functions.
Pension beneficiaries are defined as recipients of one or more periodic cash benefits, but person who receives more than one pension is counted only once double counting is to be avoided.
Abbreviations
EC European Commission
ESSPROS European System of Integrated Social Protection Statistics
EU European Union
Eurostat Statistical Office of the European Communities
OJ Official Journal of the European Communities
Symbols
- no occurrence
data not available
() incomplete, inaccurate data
0.0 value not zero but less than 0.5 of the unit of measure used
This document has been produced with the financial assistance of the European Union. The contents of this document are the sole responsibility of the Croatian Bureau of Statistics and can under no circumstances be regarded as reflecting the position of the European Union.