Summarized income statement of supplementary pension insurance funds
EXPENDITURE | REVENUES | ||
---|---|---|---|
Expenditure on investments | 12 623 837 | Revenues from investments | 14 499 990 |
Expenditure on interests | .. | Revenues from dividends | 130 821 |
Expenditure on transactions with financial instruments | 10 293 262 | Revenues from interests | 400 901 |
Expenditure on transactions with foreign currency | 2 304 675 | Revenues from transactions with financial instruments | 11 730 161 |
Expenditure on investment estate | 14 282 | Revenues from transactions with foreign currency | 2 222 803 |
Other expenditure | .. | Revenues from investment estate | 13 024 |
Total expenditure | 12 623 837 | Other revenues | 2 280 |
Income | 1 876 153 | Revenue from pension insurance companies for compensation of minimal profitability | 0 |
For insured persons | 1 834 999 | Total Revenues | 14 499 990 |
For pension insurance companies | 41 154 | Negative result | 0 |
TOTAL EXPENDITURE | 14 499 990 | TOTAL REVENUES | 14 499 990 |
'..' Confidential data |
Contact | |
---|---|
Contact organisation | National Statistical Institute |
Contact organisation unit | "Annual Business Statistics and Business Registers" Department |
Contact name | Desislava Asenova |
Contact person function | Shief expert |
Contact mail address | 2, P. Volov Str.; 1038 Sofia, Bulgaria |
Contact email address | |
Contact phone number | +359 2 9857 477 |
Contact fax number | |
Metadata update | |
Metadata last certified | 29 December 2014 |
Metadata last posted | 29 December 2014 |
Metadata last update | 29 December 2014 |
Statistical presentation | |
Data description | The survey covers activities of supplementary pension insurance funds and funds for making payments( 2021 data ), which are licensed in accordance with national legislation. All of them are classified in class 65.30 by NACE Rev. 2 and class 66.02 by NACE.BG-2003. Since 2008 the data are compiled by NACE.BG-2008. The annual data of supplementary pension insurance funds and funds for making payments are aggregated in class 65.30 by NACE.BG-2008 and class 66.02 by NACE.BG-2003. |
Classification system | · Classification of Economic Activities (NCEA-2003, for international use NACE.BG-2003) - in force till 31.12.2007; · Classification of Economic Activities (CEA-2008, for international use NACE.BG-2008) - in force since 01.01.2008. |
Sector coverage | Supplementary pension insurance funds and funds for making payments, classified in class 65.30 by NACE.BG-2008 from 2008 onwards, and class 66.02 by NACE.BG-2003 for the period 2005-2007. |
Statistical concepts and definitions | The main indicators are: · Basic indicators from Assets and Liabilities sides of Balance sheet; · Basic indicators from Income Statement. |
Statistical unit | The basic unit of survey is a supplementary pension insurance fund and fund for making payments. The supplementary pension insurance fund and fund for making payments are an enterprise registered, licensed and supervised as supplementary pension insurance fund and fund for making payments in accordance with actual legislation. |
Statistical population | The survey of supplementary pension insurance funds and funds for making payments is exhaustive and the statistical population includes all enterprises classified in classes 65.30 by NACE.BG-2008 from 2008 onwards, and class 66.02 by NACE.BG-2003 for the period 2005 - 2007. |
Reference area | The data refer to the activities of supplementary pension insurance funds and funds for making payments carried out in the country. |
Time coverage | 2005 - to the last reference year. |
Base period | Not applicable. |
Unit of measure | |
Thousand BGN (all indicators). | |
Reference period | |
Calendar year. | |
Institutional mandate | |
Legal acts and other agreements | Bulgarian legislation: · Law on Statistics; · Commercial Law; · Social Insurance Codex; · National Statistical Programme; · Accounting and tax legislation. |
Data sharing | The data for supplementary pension insurance funds and funds for making payments are provided in accordance with signed agreements for data exchange, ensuring the protection of confidential information. |
Confidentiality | |
Confidentiality - policy | Regulation (EC) - 223/2009 of 11 March 2009 defines common criteria for protection of confidential data and methods for sending the information to and its use by Eurostat. The Law on Statistics ensures the protection of statistical confidentiality and the use of individual data of enterprises for statistical purposes only. |
Confidentiality - data treatment | The individual (primary) data are confidential according to the Law on Statistics and European legislation. To ensure their protection and inability to be identified, the aggregated indicators are also defined as confidential when: · Criterion A - the indicator is calculated from one or two enterprises; · Criterion B - one enterprise forms 85% or more of the total value of this indicator. |
Release policy | |
Release calendar | The data are published in accordance with the deadline specified in the Release Calendar presenting the results of the statistical surveys carried out by the National Statistical Institute. |
Release calendar access | The calendar is available on the NSI website: https://www.nsi.bg/en/node/480 |
User access | Data are published on the NSI website and are available to all users of statistical information. |
Frequency of dissemination | |
Yearly. | |
Accessibility and clarity | |
News release | Regular press release for the preliminary data. |
Publications | · Statistical Yearbook; · Statistical Reference Book. |
On-line database | The data are available to all users of the NSI website under the heading Business statistics - Annual Business statistics- Other annual data- Financial Enterprises: https://www.nsi.bg/en/node/6572 |
Micro-data access | Not available. |
Other | Information service on request, according to the Rules for dissemination of statistical products and services of NSI. |
Documentation on methodology | Methodological manual concerning data of supplementary pension insurance funds and funds for making payments, based on the national legislation in the same field. |
Quality documentation | Not applicable. |
Quality management | |
Quality assurance | This includes the improvement of the collecting of primary data system, which ensures strict arithmetical and logical input control. The additional output control is made when are registered the big differences in the value of given indicator between two consecutive years. |
Quality assessment | This is made in accordance with the standard criteria for assessing the quality - relevance, accuracy and reliability, timeliness, comparability and coherence. |
Relevance | |
User needs | The main users of data are: · Interested state institutions under signed agreements; · Research institutes, universities, economic analysts and students; · Private non-governmental organisations, agencies, associations, media, etc.; · Directorates and departments in the NSI. |
User satisfaction | There has been no study of user satisfaction, but no cases of outstanding requests for information are registered. |
Completeness | Full compliance with Bulgarian and EU legislation. |
Accuracy and reliability | |
Overall accuracy | The statistical data have good accuracy and reliability. |
Sampling error | The survey of supplementary pension insurance funds and funds for making payments is exhaustive and there are no sampling errors. |
Non-sampling error | Not applicable. |
Timeliness and punctuality | |
Timeliness | The deadlines for the publication of data on national level are t+8 months for the preliminary data and t+11 months for the final data, where t is the reference year. |
Punctuality | The deadlines are strictly followed. |
Coherence and comparability | |
Comparability - geographical | For state territory the data are geographical comparable. |
Comparability - over time | The comparability of the data is limited by the use of different classifications of economic activities (NACE.BG-2008 and NACE.BG-2003), if there is a difference in the scope of the activity. The data series of supplementary pension insurance funds are fully comparable for the period 2005 - the last reference year. |
Coherence - cross domain | Not applicable. |
Coherence - internal | Not applicable. |
Cost and burden | |
NSI of Bulgaria is making extraordinary efforts to reduce the respondents' burden. An example is the signed agreement called "Single Entry Point" between NSI and the National Revenue Agency for a single providing of the annual reports and using the data from both institutions. Developed by NSI on-line based information system "Business Statistics" and ensured methodological and technical assistance to respondents during the reporting campaign are highly appreciated by respondents and help to reduce their workload. | |
Data revision | |
Data revision - policy | The National policy allows the revision of already published data if there are serious reasons. |
Data revision - practice | The revised data replace the already published data as soon as possible after the revision is made. |
Statistical processing | |
Source data | The main data source for calculating the data of supplementary pension insurance funds is "Annual report of activities of supplementary pension insurance funds". The main data source for calculating the data of funds for making payments is "Annual report of activities of funds for making payments". |
Frequency of data collection | Yearly. |
Data collection | Exhaustively for all supplementary pension insurance funds and funds for making payments covered in the survey. |
Data validation | Data validation is made by additional logical input control and comparison between the output data and the results of the previous year and other surveys, carried out by NSI. |
Data compilation | The survey is exhaustive and further data evaluation is not made. |
Adjustment | Not applicable. |
Comment |
Activity of Financial Enterprises and Associations and Foundations for 2023 (preliminary data)
At the National Statistical Institute, according to preliminary data, 45 licensed insurers, 10 pension companies and 31 supplementary pension funds managed by them, as well as 19 funds for making payments, 248 investment companies and 10 479 associations and foundations have submitted their annual reports for 2023.
Insurance companies
For 2023, a total of 45 licensed insurance companies have submitted their annual reports at the National Statistical Institute, with balance value of assets as of 31.12.2023 for 8 897 million BGN and realised turn...
Activity of Financial Enterprises and Associations and Foundations for 2022 (preliminary data)
At the National Statistical Institute, according to preliminary data, 44 licensed insurers, 10 pension companies and 31 supplementary pension funds managed by them, as well as 19 funds for making payments, 252 special investment purpose companies and 10 137 associations and foundations have submitted their annual reports for 2022.
Insurance companies
For 2022, a total of 44 licensed insurance companies have submitted their annual reports at the National Statistical Institute, with balance value of assets as of 31.12.2022 for 8 881 million BGN a...
Activity of Financial Enterprises and Associations and Foundations in 2021 (preliminary data)
At the National Statistical Institute, according to preliminary data, 45 licensed insurers, 10 pension companies and 28 supplementary pension funds managed by them, as well as 16 funds for making payments, 251 special investment purpose companies and 9 967 associations and foundations have submitted their annual reports for 2021.
Insurance companies
The insurance companies realised turnover[1] of 3 290 million BGN in 2021, with the data coming from a total of 45 licensed insurers that submitted an annual report on their activity to t...
Activity of Financial Enterprises and Associations and Foundations in 2020 (preliminary data)
At the National Statistical Institute according to preliminary data 49 licensed insurers, 9 pension companies and 28 pension funds managed by them, 256 special investment purpose companies and 9 558 associations and foundations have submitted their annual reports for 2020.
...Activity of Financial Enterprises and Associations and Foundations in 2019 (preliminary data)
At the National Statistical Institute according to preliminary data 49 licensed insurers, 9 pension companies and 28 pension funds managed by them, 249 special investment purpose companies and 9 754 associations and foundations have submitted their annual reports for 2019.
...Activity of Financial Enterprises and Associations and Foundations in 2018 (preliminary data)
At the National Statistical Institute according to preliminary data 52 licensed insurers, 9 pension companies and 28 pension funds managed by them, 257 special investment purpose companies and 9 727 associations and foundations have submitted their annual reports for 2018.
...Activity of Financial Enterprises and Associations and Foundations in 2017 (preliminary data)
At the National Statistical Institute according to preliminary data 52 licensed insurers, 9 pension companies and 28 pension funds managed by them, 257 special investment purpose companies and 9 540 associations and foundations have submitted their annual reports for 2017.
...Activity of Financial Enterprises and Associations and Foundations in 2016 (preliminary data)
At the National Statistical Institute according to preliminary data 54 licensed insurers, 9 pension companies and 27 pension funds managed by them, 249 special investment purpose companies and 9 926 associations and foundations have submitted their annual reports for 2016.
...Activity of Financial Enterprises and Associations and Foundations in 2015 (preliminary data)
At the National Statistical Institute according to preliminary data 55 licensed insurers, 9 pension companies and 28 pension funds managed by them, 243 special investment purpose companies and 9 799 associations and foundations have submitted their annual reports for 2015.
...Activity of Financial Enterprises and Associations and Foundations in 2014 (preliminary data)
According to preliminary data 57 licensed insurers, 9 pension companies and 28 pension funds managed by them, 246 special investment purpose companies and 9 512 associations and foundations submitted their annual reports for 2014 at the National Statistical Institute.
...Activity of Financial Enterprises and Associations and Foundations in 2013 (preliminary data)
According to preliminary data 54 licensed insurance enterprises, 9 pension companies and 28 pension funds managed by them, 250 special investment purpose companies and 9 243 associations and foundations submitted their annual reports for 2013 at the National Statistical Institute.
...Activity of Financial Enterprises and Associations and Foundations in 2012 (preliminary data)
Activity of Financial Enterprises and Associations and Foundations in 2011 (preliminary data)
Activity of Financial Enterprises and Associations and Foundations in 2010 (preliminary data)
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