International Survey of

Costs of the Pension Administration

Country: __Romania__________Institution: National Pension and Social Insurance Fund
Contact: Ms. Mariana Campeanu
Tel: __ 004 021 316 28 30 _
ruxandra.miclaus@cnpas.org

Title: President

Email: mariana.campeanu@cnpas.org;

Date: __06___ / _____06___ / ___2008_______

1. General Information about the Institution and the Programs

1.1.

Does your institution administer benefit payments for any of the following
programs? Please choose all that apply and indicate total number of individuals who
received cash payments, total number of new applications during the past year, and
the total payments made under each program:

Program

Total recipients
Year

Old age Pensions

2005

New
applica
nts
2007

2006

2007
3,158,748 3,163,646 3,170,
766

Total payments
2005

2006

2007

1,039,091,383

1,322,556,571

1,919,331,823

Disability
Pensions

842,869

871,468

877,751

187,248,453

256,639,999

355,870,420

622,839

610,167

595,028

86,857,008

107,626,638

152,330,501

23,209

20,016

17,173

4,524,855

4,163,248

3,810,459

Survivors
Pensions

Work Injury
Insurance

Sickness
Maternity

Family
allowances

Children
allowances

Unemployment

Health
Insurance

Others (explain):
Social assistance
plus IOVR
1.2.

Does your institution administer collection of contributions for any of the following
programs? Please choose all that apply and indicate total collected amounts. If some
other agency collects contribution on your behalf, please indicate the amounts
collected but do not mark the box.
1

Program

Total collected
contributions
Year

2005

PAYG old age/disability/survivors, etc.

pensions

1.3.

2006

2007

19,273,82
4,000

24,596,33
5,000

11,700,000

Defined contribution pension scheme

Unemployment Insurance
Health Insurance
Others. Please explain:
Transfers from budget for pensions

In respect to collection of contributions for the pension program, does your

institution perform any of the below functions? Please choose all that apply.

Issuing new employer registration numbers

Issuing new member (employee, beneficiary) numbers
Collecting all paper declaration forms related to contribution payments, follow
up with employers/banks

Processing paper declaration forms (data entry)

Issuing individual account statements

Reconciliation, monitoring, and direct follow up with employers/banks on

contribution payments

1.4.

None of the above.

Workers of which sectors pay contributions to the pension program under your
agency? Please choose all that apply and indicate the number of active contributors.
Category

Number of employees

Year

2005

Public and private companies

Civil service (government

employees)

Self-employed and casual

workers

Farmers and Workers in

agriculture

Others (Please explain)

Total:

2006

2007

Number
of
employer
s
2007

1.5.

In case your country is undergoing transition from the old to a new pension system,
please indicate number of active contributors who are covered under the old and
under the new schemes correspondingly:
Category
Year
Employees in the old scheme
only
Employees in the new scheme
only
Employees in both schemes

1.6.

Number of contributors
2005
2006
2007

In case your agency is involved with managing investments of the pension assets,
what is the total of the assets under your direct or indirect management?
2005

Pension assets
2006

2007

2. Administrative Information
2.1.

Please provide the total number of all central, regional, local, and special
offices/branches of your institution:
42 (Territorial Pension Case) +1 (National Institute of Medical Expertise and Capacity
of Recovery Work)
2.2.

Please provide numbers of total staff of your organization in each of the following
categories
(counting all offices and branches): 1+61
2.2.1. Total staff of your institution 4737
2.2.2 Staff involved in contribution collection
__________
(employer registration and services, self-employed registration and
services, contribution collection, enforcement, reconciliation, accounts
management, etc.)
2.2.3. Staff involved in benefit payments
__________
(beneficiary registration, eligibility verification, benefit application
processing, payment processing, benefit delivery, payment
reconciliation, etc.)
2.2.4. Other staff
__________
(management, administration, IT staff, support staff (secretaries,
drivers, etc.))
2.2.5. Included in the above, how many staff provide support to operation of the IT
systems and applications
__________

2.3.

Please provide information on the number of staff in the Head office versus all the
regional and local offices:

2.3.1
Number of all staff in the Head office 363 (employees own the unit of the
National House of Pensions and Other Rights Insurance)
2.3.2 Number of all staff in the regional and local offices/branches
2.4.

4294

Please provide information on the total administrative cost of your institution for the
past year:
2.4.1. Total administrative costs

__________________

2.4.2. Total labor cost

__________________
(wages, allowances, payroll taxes of the staff, merit and incentive
payments, etc.)
2.4.3. Total related operational expenses
__________________
(utilities, office supplies, communications, transportation, etc. of the
Head office and all the regional and local offices)
2.4.4. Total rents
__________________
(any expenses on renting the premises used in connection with the
program administration)
2.4.5. Pension asset management expenses __________________
(any expenses and fees associated with either in-house or outsourced
management of the pension assets)
2.4.6. Benefit delivery costs
__________________
(formal commissions/reimbursements paid directly or indirectly to
banks, post office, etc. for delivery of cash benefits)
2.4.7. Total capital expenses
__________________
(depreciation of assets; one-off investments into IT, office renovations,
acquisition of new office space, and other significant one-off expenses
done in the year of measurement; )
2.4.8. Misc indirect/unrelated expenses
__________________
(managing recreation, rehabilitation, and health facilities as well as
various subsidiaries not directly related to administration of the main
pension program, etc.)

3. Selected Operational Issues [Optional]

3.1.

If additional resources were freely available to your agency, please indicate where
their uses would be the most critical (on the scale of 1 to 7 and in the order of the
priority):

Rating:

3.2.

Higher
wages to
the staff

Training
programs
for the staff

Additional
staff hired

New regional
or local
branches

New / upgraded
IT system(s)

Establishing new/better
information exchanges
with other agencies

Information
campaign for
the members

Please provide information on methods of pension payment delivery and numbers of

corresponding payment cases for each method:
Pension Payment
Method:
Number of Cases:

3.3.

Home delivery

Payments at
post offices

Payments as
bank deposits

Payments at
pension branches

Other
methods

Total

If applies, please provide information on the share of employers that supply payroll
information using electronic media (Internet or a diskette)
2.3.1. Number/share of employers who file electronically _______________

2.3.2. Number/share of all employees covered with e-filing:

_______________