Cornell Umvcrsuy Liorary HD7123.C3 Report of the Social insurance commissio 3 1924 002 336 661 THE LIBRARY OF THE NEW YORK STATE SCHOOL OF INDUSTRIAL AND LABOR RELATIONS AT CORNELL UNIVERSITY The original of tiiis book is in tine Cornell University Library. There are no known copyright restrictions in the United States on the use of the text. http://www.archive.org/details/cu31924002336661 REPORT Social Insurance Commission State of California PROPERTY OF UBR-^/ NEW YOBK STATE SCHOOL INDUSTRIAL m LAOOR RELATIONS CORNELL UrJlVERSITY JANUARY 25, 1917 CALIFORNIA STATE PHINTING OFFICE SACRAMENTO 19 17 t-i MEMBERS OF SOCIAL INSURANCE COMMISSION. KATHARINE C. FELTON. DR. FLORA W. SMITH. GEORGE H. DUNLOP. MRS. FRANCES N. NOEL. PAUL HERRIOTT, Chairman. ADVISORY MEMBERS. CHESTER H. ROWELL. DANIEL C. MURPHY. ANSLEY K. SALZ. Baebaea Nachtrieb, Executive Secretary. LETTER OF TRANSMITTAL. To the Members of the Senate and Assembly of the California Legislature, Forty-second Session. Gentlemen : In accordance with Chapter 275 of the Statutes of 1915, we present herewith the report of the findings and recommendations of your commission appointed by his Excellency, Governor Hiram "W. Johnson, to investigate social insurance. Paul Heeriott, Chairman. Katharine C. Felton. Dr. Flora W. Smith. Mrs. Prances N. Noel. George H. Dunlop. Sacramento, California, January 25th, 1917. CONTENTS. Page. HISTORY OF THE COMMISSION 7 FINDINGS AND RECOMMENDATIONS OF COMMISSION 11 In General — Conditions in the United States — Conditions in California — ■ Recommendations of Commission — Proposed Constitutional Amendment — Possible Organization of Health Insurance in California. CALIFORNIA SURVEY 25 Burden Illness Puts on Wage Earning Families — Burden Which Illness Puts on Public — Efforts of Wage Earners to Protect Themselves — Efforts of Employers to Protect Employees — Field Survey of South San Francisco and an Industrial District of San Francisco — Hospital Facilities of the State — Conclusions. FIELD OF SOCIAL INSURANCE 125 Industrial Accident Insurance or Compensation — Health Insurance — ^Mater- nity Insurance — Old Age and Invalidity Insurance — Unemployment Insur- ance — Life Insurance — Principles of Distribution of Cost. HEALTH INSURANCE IN FOURTEEN COUNTRIES 147 Part I, Compulsory Systems — Germany — Austria — Hungary — Luxemburg — Great Britain — Russia — Roumania — Servia — Norway — Netherlands ; Part II, Voluntary — Subsidized Systems — Denmark — Switzerland — Sweden — France. SOCIAL RESULTS OF SOCIAL INSURANCE 209 EXISTING FACILITIES FOR INSURANCE OF WAGEWORKERS IN THE UNITED STATES 223 In General — Trade Unions — Fraternal Orders — Establishment Funds — Commercial Insurance Companies. SOCIAL INSURANCE MOVEMENT IN THE UNITED STATES 245 In General — Public Life Insurance — Health Insurance — Old Age Insurance and Pensions — Unemployment Insurance — Mothers' Pensions and Orphans' Aid — Committees on Social Insurance — Attitude of American Students on Social Insurance. ESTIMATES OF COST 285 Estimate of Number Subject to Health Insurance — Computation of Pay Roll Exposed — Probable Rate of Sickness — Cost of Medical Aid — Cost of Hospital Care and Drugs — Computation of Cost. CHAPTER I HISTORY OF THE COMMISSION. INTRODUCTORY. In tlie spring of 1915, insistent problems of dependency and destitu- tion were called to the attention of the California legislature. It was pointed out that destitution was a growing social disease, that public relief was at best an undemocratic palliative that demands for assist- ance were increasing at such an alarming rate as to become an intoler- able burden upon public funds. The need of coping with this disease of destitution in a way calcu- lated to prevent its future inception and growth was reiterated by social workers and they testified to the beneficial effects of the Workmen's Compensation Act, which insured the wage earner against the disastrous results of industrial injuries. They pointed out that workmen's com- pensation was but a part of a comprehensive protective system worked out in European countries, under which system, if the worker fell ill, he was entitled to medical attention and a substantial part of his wages ; if he became an invalid or reached old age, he was entitled to a pension for the rest of his life ; if he was out of employment, he was maintaned until a job was available, while if he died leaving dependents, these dependents were given a pension. This protective system, to wit : social insurance, was designed to prevent and relieve destitution. It involved the establishment or assistance by the government of insurance of work- ing men against the loss of earning capacity from any or all causes. The cost of this insurance was met partly by the working men, partly by their employers and partly by the state. In view of the fact that one phase of social insurance had been so successfully transplanted to this country and was being effectively and efSeiently administered by the Industrial Accident Commission of this state, the possibilities of benefit from other branches of social insurance suggested itself to persons interested in social progress. Accordingly, a bill creating an unsalaried commission to investigate the whole problem was introduced in the legislature and was passed by that body as Chapter 275 of the Statutes of 1915. It became a law by the signature of the governor on May 17th and went into effect the following August. Pursuant to the terms of the act. Governor Hiram W. Johnson appointed the five following members : Katharine C. Felton, San Francisco; Mrs. Prances N. Noel, Los Angeles; Dr. Flora W. Smith, Kingsburg; George H. Dunlop, Los Angeles; John Francis Neylan, Sacramento. These appointees meet for the organization meeting of the California Social Insurance Commission on Monday, September 27, 1915, in Sacramento. Mr. Paul Herriott, of Sacramento, was later appointed 10 REPORT OP SOCIAL INSURANCE COMMISSION. to fill a vacancy created by the resign-atian of Mr, Neylan and was elected chairman. The commission was required to make a careful study of European systems of social insurance, to determine whether California needed and was ready for a further development of social insurance, to prepare careful estimates of the cost of any legislative step it might advise and to incorporate the results of its work in a report to the following legis- lature. The commission realized early in its studies of the European systems that however great the need might be in California of a complete system of social insurance, problems of cost and administration would prevent the state from adapting the whole complex scheme to California con- ditions at one time. It was decided, therefore, to include in the report a general survey of the entire field of social insurance and to center the California investigations upon one branch. The importance of the problem of increasing cost which state aid to orphans and half orphans was creating for the State Board of Control was discussed by the commission. Since, however, the branch of social insurance which attempts to meet this problem, to wit : life insurance for the benefit of dependent children, was still in the first stages of its development in Europe and since also it was the most technical and difficult of administration of all the phases of the'subjeet, it was deemed impracticable to think of it as a possibility at this stage of the develop- ment of social insurance in the United States. The choice of health insurance for concentrated study did not mean that it was necessarily the most important phase of social insurance. Health insurance was selected for several reasons — actuarially and in point of administration it was the simplest branch of the complex social insurance scheme; it was most closely allied to industrial accident and could most easily be adapted to the mechanism worked out for the existing state fund. Finally, the unanimous advice of the eastern men and women who had carefully studied social insurance problems was to center all efforts upon health insurance. In order to have the benefit of expert advice in this pioneer work, the commission secured the services of Dr. I. M. Eubinow, of New York City, as consulting actuary for six months from July to January. In January, 1916, Miss Barbara Nachtrieb was appointed executive secre- tary to take charge of the active work. The secretary, who was in New York at the time, was directed to spend a few weeks in the eastern cities in consultation with the leading experts on social insurance and in digesting the important works on social insurance. This plan was carried out. The commission, at its February meeting, received a report of the eastern work, and very soon thereafter the investigations were commenced. CHAPTER II FINDINGS AND RECOMMENDATIONS OF THE COMMISSION R-;f: REPORT OP SOCIAL INSURANCE COMMISSION. 13 SECTION I. In accordance with the terms of the act, by virtue of which the Com- mission was created, the investigations undertaken and reported upon herewith, include : (a) The various systems of social insurance now in operation in dif- ferent foreign countries. (6) A special study of compulsory and voluntary subsidized health insurance systems in fourteen European countries. (c) Evidence as to the general etfeet of social insurance upon the economic status of wageworkers in Europe. {d) Facilities available for insurance of workmen in the United States. (e) A general survey of conditions of employment in California, such as average wages, unemployment and health conditions of several work- ing communities. (/) The cost of medical aid and hospital care in relation to the earn- ing capacity of the average wageworker. ig) Present facilities for public care of the indigent sick in Cali- fornia, such as available free hospital space, and out-patient clinics. {h) The problem of poverty and destitution in California, especially in their connection with sickness. (i) The present extent of voluntary health insurance in California through fraternal orders, trade unions and commercial insurance com- panies. In addition the Commission has held public hearings to determine the attitude of public opinion on the question of the advisability of com- pulsory health insurance in the State of California. On the basis of all the information collected the Commission finds, as follows : (1) Social insurance in its various branches represents a world-wide movement which embraces not only all of Europe but a large portion of the British Empire, and has made its beginnings in Asia and America. It is at the present one of the most important movements in modern social and labor legislation. All modern, civilized and industrial coun- tries have some social insurance legislation in force. The most impor- tant and progressive foreign countries also possess the most compre- hensive social insurance systems. (2) Social insurance methods represent a practical and effective means of counteracting at least some of the harmful results of modern industrial conditions upon the well-being of wage earners, and espe- 14 REPORT OF SOCIAL INSURANCE COMMISSION. eially of preserving those persons who for some reason or other cease being independent producers either temporarily or permanently. (3) While no country in the world has as yet succeeded in abolishing poverty or even destitution and the need for charitable relief, much has been accomplished toward that goal in severar countries by means of the existing social insurance systems. (4) In addition to this relief of destitution, social insurance has proved to be a powerful factor for the preservation of life and health, through the "safety -first" movement, through improved care of the sick and invalids and through regularization of employment. In several countries the increased span of life and improved health conditions are largely ascribed to the influence of social insurance institutions. (5) The success of the social insurance institutions appears to be largely dependent upon their compulsory character. Both in the num- ber of the persons protected and in the quality of services rendered, compulsory insurance systems appear to be vastly superior to the volun- tary ones. (6) Different racial and national conditions and different political organization seem to have had little effect upon the existence and exten- sion of social insurance institutions in various countries. (7) Next to compensation for industrial accident compulsory health insurance is the most highly developed form of social insurance in Europe and it has followed accident compensation in several countries as the next step in the extension of social insurance. After investigation of conditions throughout the United States the Commission further finds that : (1) Millions of wageworkers recognize the advantages of the insur- ance method in general for protection against the hazards of the wage- worker 's existence. This is demonstrated by the numerous insurance institutions which they have created and in which they participate as for instance, trade unions, benefit funds, fraternal orders and other benevolent societies. (2) Nevertheless, in absence of legally established systems, the benefit of voluntary insurance has as yet been extended to a comparatively small part of the American wageworking population except for funeral insurance. However, the benefits rendered by these voluntary institu- tions are far from sufficient to meet the need. (3) Since the industrial accident compensation movement has swept the country there has been considerable discussion of aU. other branches of social insurance by governmental commissions, voluntary committees and labor organizations as well as public opinion at large. (4) There has been a decided change in the attitude of American students of economic and sociological problems towards social insurance methods, so that instead of the general opposition of ten years ago the REPORT OF SOCIAL INSURANCE COMMISSION. 15 Commission finds among them at present an almost unanimous support of the compulsory social insurance method of coping with the problem of destitution in this country. Of the experts on economic and social problems consulted the majority agreed that health insurance is the particular branch of social insurance which can and should be developed next in this country. Finally, on the basis of statistical information gathered in its Cali- fornia investigation toward which the greatest part of the efforts of the Commission were directed, the Commission finds that : (1) While the rate of weekly wage is higher in California than in Eastern states, the earning power of the majority of the wageworkers is not sufficiently high to enable them to go through an attack of serious illness without a very grave hazard to their economic well-being. (2) The loss of earnings through unemployment is very large, thus materially affecting the annual income. (3) The expenses of treatment of the sick are heavy in California, as they are throughout the Pacific coast, and considerably heavier than in other parts of the country. (4) The Commission has no intention of criticizing the charges made by the medical profession for its services. Comparison of the standards of payment for medical services with the incomes of the large propor- tion of the wageworkers, leads to the conclusion that medical aid at the ordinary rate of payment is not within the means of a large number of wageworkers. (5) The cost of private hospital service is beyond the reach of the paying capacities of most wageworkers, and with the exception of a very few county hospitals and a few private hospitals to which free patients are admitted, the available beds in the ordinary county hospitals offer facilities which are recognized by the proper authorities to be unsatis- factory and are not acceptable to the large number of wageworkers. As a result free hospital facilities are decidedly inadequate. In com- parison with the standard of five hospital beds per thousand of popula- tion, California has only one free hospital bed per thousand. (6) As a result of these conditions, the Commission finds there is a rapid increase in the use of free clinics, lodge practice of medicine, mutual hospital associations and commercial hospital associations, patronized largely by wageworkers. (7) In investigating the relief work which charitable organizations, public and private, are called upon to perform, sickness was found to be the largest single cause of dependency. (8) Despite the hardship which illness brings to the individual wage earner, investigations disclosed the fact that California has a compara- tively low sickness rate — an average of six days per person is lost each year because of sickness. 16 REPORT OP SOCIAL INSURANCE COMMISSION. (9) A full investigation of the existing insurance facilities shows con- clusively that health insurance is an institution with which the people of California, and especially its working men and working women are familiar through fraternal orders, benefit societies, trade unions and to some extent through commercial insurance companies. Probably not more than one-third of California wageworkers have voluntarily insured themselves against the hazard of sickness, and these voluntary efforts reach only an extremely small proportion of the people who need it most. In most cases the entire financial burden is placed upon the wageworkers themselves and therefore the funds collected are usually inadequate to provide support during illness and scientific medical care. This is particularly true of medical and hospital services furnished except in a very few large corporations. As a result of these findings, the Commission has arrived at the conclusion that legislative provision for a state-wide system of com- pulsory health insurance for wageworkers and other persons of small incomes would offer a very powerful remedy for the problem of sickness and dependency in the State of California. In selecting health insurance as the particular branch of social insur- ance best adapted for earliest action, the Commission was guided by the following conditions : (a) Health insurance appears logically to be the next step in develop- ment after accident compensation. (6) It offers the least actuarial and organizational difficulties as com- pared with other more complicated branches of social insurance wliich require provision of substantial reserves. (c) While the grave character of the problem of unemployment can not be denied, no system of unemployment insurance in California would appear practicable until further measures are taken to reduce the amount of unemployment. Moreover, unemployment insurance is a comparatively new institution with a very limited amount of experience available at present. (d) Old age insurance presents such serious actuarial and financial problems that the Commission does not feel in a position to make any recommendation concerning it at this time. Further study of the prob- lem, especially as to the comparative merits of the methods of com- pulsory insurance and straight old age pensions, would be required. (e) It is claimed, and with some justice, that in both the field of old age and unemployment insurance national action may be necessary; while the problem of dependency due to sickness is largely a local prob- lem amenable to state action. In the opinion of the Commission the principle of health insurance is familiar to the people of the State of California. Undoubtedly a system of public compulsory insurance introduces certain elements of RT5P0RT OF SOCIAL INSURANCE COMMISSION. 17 comparative novelty, but even during the existence of the Commission growing understanding and approval of this novel principle could be easily observed. This was brought out very clearly in the hearings held in San Francisco, where the predominating majority of witnesses repre- senting employers, organized labor, social workers, the medical profes- sion and students of economics, went on record as approving the general principle of compulsory health insurance. There are essential provisions upon which the Commission has reached an agreement. In order to meet the problems of destitution due to sickness and in order to make health insurance a valuable adjunct to the broad movement for the conservation of public health, any legisla- tion on this subject should, in the opinion of the Commission, provide (a) for a compulsory system for the conducting of the insurance by non- profit making insurance carriers (&) for a thoroughly adequate pro- vision for the care and treatment of the sick and (c) for contributions from the insured, from industry and from the state. In the opinion of learned attorneys, however, there appear to be cer- tain constitutional obstacles in the way of legislative action. The Com- mission recommends therefore a following amendment intended to remove these difficulties. The two years ' delay incident to the introduc- tion of such a constitutional amendment and its submission to a vote of the people is of itself not an undesirable feature. Legislation of such magnitude which must affect the interests of so many different social groups should not be passed without giving the whole people an oppor- tunity of thoroughly studying the underlying principle and for an expression of their collective will. The constitutional amendment requiring submission to the vote of the people will undoubtedly stimu- late such study. Further study of the problems of health insurance will not fail to influence the numerous details of the system to be finally organized, and therefore the Commission does not feel prepared to submit, at this time, a draft of a bill as a part of its report. PROPOSED CONSTITUTIONAL AMENDMENT. It is hereby declared to be the policy of the State of California to make special provision for the health and welfare of those classes of persons, and their dependents, whose incomes, in the determination of the legislature, are not sufficient to meet the hazards of sickness. The legislature may establish a health insurance system, applicable to any or all such persons, and for the financial support of such system may provide for contributions, either voluntary or compulsory, from such persons, from employers, and from the state by appropriations. The legislature may confer tipon any commission or court, now or hereafter created, such power and authority as the legislature may deem requisite to carry out the provisions of this section. a-27626 18 KEPORT OP SOCIAL INSURANCE COMMISSION. The provisions of this section shall not be controlled or limited by any other provision of this constitution, except the provisions of Article IV thereof, relating to the passage and approval of acts by the legislature and to the referendum thereof. REPORT OF SOCIxVL INSURANCE COMMISSION. 19 SECTION II. DISCUSSION OF POSSIBLE PROVISIONS OF A HEALTH INSURANCE SYSTEM FOR CALIFORNIA. To draft even a tentative bill for health insurance in California at this time has seemed to the Commission premature. While the Com- mission is not ready to discuss details of a system, it is convinced that the form of organization contemplated by the well-known bill of the American Association for Labor Legislation, will inevitably give rise to certain difficulties which can be avoided through another plan of organization, and which must be avoided in a system designed to meet conditions in California. I. The Commission believes that unions, fraternal societies and other voluntary organizations now engaged in health insurance should be given a place under a state system and should be encouraged to continue and develop their activities; that the compulsory system should not drive out the voluntary, nor substitute purely formal units of organiza- tions for associations in which men are bound together by ties of friend- ship, loyalty and mutual interest. The plan suggested in the bill of the American Association for Labor Legislation places voluntary societies at such a competitive disadvantage as practically to bar them out from any participation in health insur- ance ; for while insurance in these societies is permited in lieu of other forms of compulsory insurance they do not receive the employers' con- tribution, which amounts to from 33^ to 40 per cent of the entire insur- ance premium. Thus these societies are placed at a competitive dis- advantage so great as to be disastrous. Pew of their members will con- tinue to insure with them when they can save one-third of the premium by insuring elsewhere. II. Knowing the many difficulties and complexities of its own with which health insurance must grapple, the Commission favors a form of organization which does not force employers and employed to join in the administration of the system, and for this reason opposes the plan proposed by the American Association for Labor Legislation which places the immediate local control of health insurance in the hands of district mutual associations governed jointly by the employers and employed. Under such a system the Commission fears that with the administration in the hands of representatives of these two groups, there would be a likelihood of deadlocks on disputed issues. III. The Commission believes that the success of health insurance will depend largely upon the efficiency of its management and, there- 20 REPORT OP SOCIAL INSURANCE COMMISSION. fore, upon the ability and integrity of those selected for executive and administrative positions. The Commission is, therefore, opposed to the plan of organization suggested in the bill under discussion because the method which it provides for selecting those who are to administer the health insurance system gives no assurance that persons of special fit- ness or ability will he chosen. For while the plan under consideration provides for a state insurance commission appointed by the governor, the duties of this commission are largely supervisory and judicial. The direct administration of health insurance is entrusted to local mutual associations to which all the employed, subject to the system and not otherwise insured, and their employers, belong. Employed and employers meet separately and elect representatives to a central committee. The representatives so chosen elect an equal number of directors. These directors, chosen jointly by employers and employed, constitute the governing body of the local fund. Under this system a new electorate is created. So far at least as the insured are concerned, it is made up of persons who are practically strangers to each other. Union and nonunion, skilled and unskilled, come together simply for the purpose of this single election. Political experience suggests the result to be expected from such a system of election. While the Commission believes that the difficulties under consideration are inherent in any system which make the district mutual association, governed by employers and employed, the standard carrier, it is con- vinced that these difficulties can be avoided under a different plan of organization. In substantiation of its belief it offers, in brief outline, the following plan of organization from which these difficulties seem to be eliminated. This plan has been suggested by and conforms closely to the present organization of industrial accident insurance in California. Its central features are the separation of cash and medical benefits and the provision that the insured shall pay the entire cost of the cash benefit. * Under such a system it obviously becomes a simple matter to provide that the workman who pays the entire cost of his money benefit may insure in any fraternal organization, union or voluntary society which he may select provided that such organization has been approved by the state as financially sound. A state fund for carrying cash benefits will also be established as part of the system so that, if the workman does not care to insure with a voluntary organization, he may insure with the state. In either case he pays the entire cost of the insurance secured. Under this arrange- *For this suggestion the Commission is indebted to Theodore Johnson, attorney for the San Francisco Labor Council. REPORT OP SOCIAL INSURANCE COMMISSION. 21 ment the state fund carrying cash benefits receives no subsidy from employers or from the state fraternal organizations and other voluntary societies are therefore not placed in a position of competitive disad- vantage in relation to it. The state fund should set a rate fully covering all cost of administra- tion but allowing for no profit. This would become the standard rate, checking possible waste or inefficiency on the part of private societies. While under this system the insured pay the entire cost of the money benefit and select their own insurance carriers, the contributions of employers and of the state are paid directly into the state fund and are used primarily to meet the cost of the medical benefit. The admin- istration of this fund and the organization for medical aid will be vested in a state insurance commission which is also made responsible for the administration of the entire health insurance system. This commission is to be composed of full time salaried members appointed by the gov- ernor. The employer, the insured, the medical profession and probably the public should be represented on it. This plan of organization cor- responds closely to the Industrial Accident Commission which admin- isters the system as a whole and which also controls and administers an insurance fund which is in competition with other funds. Under the administration of industrial accident insurance the employer pays the entire premium and therefore there is no necessity for the separation of cash and medical benefits. Under health insur- ance, where there may be necessity for such separation the administra- tion of the medical benefit is centered in the state. The state health insurance fund, under this system, therefore becomes (1) * the sole and only carrier of medical benefits; (2) one but not the sole carrier of cash benefits. While under this system employers and employed are not arbitrarily brought together in the administration of health insurance they should be allowed to come together in establishment and trade funds when both employers and employed desire to do so. In such cases the employers' contributions should be paid to the fund and not to the state. The fund should be allowed considerable freedom in the organi- zation of medical aid. By allowing the voluntary organization of these trade and establishment funds, all the benefits and none of the disad- vantages of joint administration by employers and employed are secured and the administration of the system is made more elastic and flexible. In order to simplify the statement of the plan only two principal benefits have been referred to, namely, the cash and the medical. There are, of course, other subsidiary benefits the cost of which should be apportioned by the insurance commission between the insured, the employers and the state so that each bears the approximate proportion ♦Except as trade and establishment funds are allowed to carry their own medical benefits. 22 REPORT OF SOCIAL INSURANCE COMMISSION. of the entire cost assigned to it. If this plan is adopted the act should specify approximately and not absolutely, the proportion of cost to be borne by the three contributors. According to the estimate of cost made by Dr. Rubinow and others the cash benefit will probably range between 33^ and 37J per cent of the entire cost of the prescribed benefit. Any of the various plans suggested require the insured to pay, at least, 40 per cent of the entire cost of the insurance. It is therefore reasonable to suppose that the insured can always pay the entire cost of the cash benefit and in addition the cost of some other subsidiary benefits. According to Dr. Rubinow 's estimate the cost of medical care for the insured and his family may be expected to range between 38^ and 39 per cent of the entire cost of the prescribed benefits. Under any of the systems this will be less than the proportion of cost assigned to the employers and the state, while under the bill prepared by the American Association for Labor Legislation the employers alone are required to pay 40 per cent of the entire cost. It seems reasonable there to expect that the contributions of the employers and the state will always suffice to meet, at least, the entire cost of medical aid. ORGANIZATION OF MEDICAL AID. Under this system the organization of medical aid will be in charge of the commission itself which will, after conference with the physicians, fix the rate of compensation for their services and which will appoint a medical director who will be in charge of a corps of district medical inspectors. These inspectors will be in charge of the work in the various districts established for administrative purposes. In each district a panel of physicians will be established and organ- ized under the direction and supervision of the district medical inspector. Under a system- of free choice, which will probably be the one established in California, all licensed physicians, willing to accept the compensation fixed by the commission and to abide by the commit- tee's regulations, may register on the panel and the insured may choose from any of the physicians so registered. It can not be urged against the system here suggested that it fails to protect the employers' interests — for the employers will have represen- tation on the commission which will appoint the medical director and determine the rate of compensation to be given to physicians. The cost of medical care will depend upon the rate of compensation so fixed and the efficiency of the supervision exercised by the medical inspectors. Employers will also ]w represented on a central advisory committee appointed to work with the commission and any district advisory com- mittees working with the district medical officers. Again, the employ- ers' interest is automatically protected by the insured themselves in KEPORT OP SOCIAL INSURANCE COMMISSION. 23 their unions and fraternal organizations who control the administration of the cash benefit ; for men do not malinger to get more attention from the doctors but to secure the cash benefit. The insured, paying the entire cost of the cash benefit, will have direct interest in preventing malingering and in so doing will automatically hold down the cost of medical service. The plan of organization which is suggested here is supported by the best political experience we have. In a democracy the greatest possible efficiency of administration is secured by giving the governor a wide appointive power and holding him strictly responsible for the result. This policy has been followed in recent years in California and the marked efficiency of the Industrial Accident Commission and the Rail- road Commission stand out in confirmation of this theory. As health insurance will directly affect some two million people in the state no governor will risk inefficient administration of the system as it would probably wreck his career as executive. Therefore we may reasonably expect that great care will be exercised in the selection of the insurance commission and the commission, in turn, will use the same care in the selection of its executive officers. It can not be fairly urged that in the interest of efficiency this plan sacrifices local interest and tends to establish a bureaucratic and central-, ized system — first, because in the medical administration it provides for local advisory boards and the free choice of physicians, thus bring- ing into the system the majority of the medical profession; secondly, in the administration of the cash benefit it accepts as funds, lodges, fraternals, unions, etc., and so brings into the administration of the system many local organizations and forces the state fund to enter into competition with them. In conclusion the Commission does not wish its purpose misunder- stood. It is not, at this time, prepared to offer a plan for the organiza- tion of health insurance. It sees what it believes to be serious objections to the plan of the American Association for Labor Legislation which has been given the greatest publicity. It believes that these objections can be obviated through other forms of organization. In briefest out- line it sketches a plan of organization which it believes free from these objections. This plan may, however, be open to objections still more grave. It is submitted at this time simply for the purpose of study f Third Class.. Minor Operations Such as : 1. Amputations of fingers and toes ; 2. Excisions of small cysts or tumors, not involving important organs ; 3. Tenotomy ; 4. Reducing hernia by taxis, where anaesthetics are administered, etc. ; 5. Strabismus opera- tions ; 6. Operation for laceration of cervix uteri ; 7. For reducing fractures or dislocations of fingers and toes ; 8. Excision of tonsils or nasal polypi ; 9. Suturing recent wounds; 10. Opening ordinary abscesses; 11. Tapping for hydrocele, etc.; 12. Tapping for ascites; 13. Pterygium operations; 14. Reducing fractures of the nose ; 15. Paracentesis tympani ; 16. Removal of foreign body from auditory meatus, etc. — not less than 1 50 00 The foregoing charges are for the performance of the operation only. For subse- quent visits and office attendance, charges are to be made as in ordinary cases of disease, the fee being always in proportion to the time occupied and the trouble and responsibility incurred. For operation and services not enumerated in the foregoing lists, charges will be made according to their nature and importance, at rates as nearly corresponding to the same as practicable. While the medical profession recognizes the claims of charity upon its members, yet, inasmuch as the above list of charges is founded upon a just consideration of the services performed, it will be considered a duty on the part of the profession to conform thereto whenever the circumstances of the patient do not clearly forbid it. All bills are considered due and payable immediately after the services are rendered. Physicians, surgeons and specialists shall have the right to ask a retaining fee from their patients in extraordinary cases. Los Angeles County Medical Association. Adopted April 14, 1910. Explanatory Note. This fee bill is intended only as a basis of suggestion. Members of the Los Angeles County Medical Association are free to follow their own judgment in all individual cases, the items in this fee bill being merely intended to show in a general way the charges for such professonal medical and surgical services; services having a value, somewhat in proportion to the circumstances of the patient. The following charges are for the performance of the operations only. For sub- sequent visits and office attendance, charges are to be made as in ordinary cases of 36 REPORT OP SOCIAL INSUBANCE COMMISSION. disease, the fee being always in proportion to tlie time occupied and tlie trouble and responsibility incurred. For operations and services not enumerated in the following lists, charges will be made according to their nature and importance, at rates as nearly corresponding to the same as practicable. While the medical profession recognizes the claims of charity upon its members, yet inasmuch as the following list of charges is founded upon a just consideration of the services performed, it will be considered a duty on the 'part of the profession to live up to the same whenever the circum- stances of the patient do not clearly forbid it. All bills are considered due and payable immediately after the services are rendered. . Physicians, surgeons and specialists shall have the right to ask a retaining fee from their patients in extraordinary cases. Oiflce Wees. Advice and treatment in ordinary cases $2 00 $5 00 Special examination and treatment 5 00 25 00 Surgical dressings 3 00 10 00 Letters of advice or written opinion 5 00 25 00 Examination as an expert in medico-legal cases 50 00 100 00 Gastric lavage 3 00 10 00 Examination for life insurance 5 00 15 00 Examination for lodge membership 2 00 5 00 Vaccination 2 00 Telephone advice 2 00 5 00 All venereal diseases Maximum office fees in advance Tisit Fees. Ordinary visit 3 00 5 00 Night visit (10 p.m. to 7 a.m.) 5 00 10 00 Special examinations 5 00 25 00 Consultation (fee to be charged both by attending and consulting physician) 10 00 25 00 Medical emergencies, as asphyxiation and poisoning 10 00 100 00 Attendance at court as an expert, per hour or part of an hour 20 00 Post-mortem examinations 50 00 250 00 General Surgery. Administering a general anaesthetic 5 00 100 00 Assisting at a major operation, not less than 25 00 Minor operations, as repair of small wounds, Incision of small abscesses, tapping hydrocele, paracentesis thoracis or abdo- minis, removal of small foreign bodies or tumors, or any similar minor operation requiring no general anaesthetic 15 00 100 00 Operations of secondary importance requiring general anaes- thesia, as repair of larger wounds, incision of large abscesses, removal of foreign bodies or tumors not Involving important structures 1 50 00 500 00 JIajor operations, as ligation of vessels in continuity aneuris- morrhaphy, removal of foreign bodies or tumors involving important structures or any operation requiring unusual skill or care 250 00 5,000 00 Fractures. Reduction and first dressing: Hand or foot 25 00 200 00 Forearm, arm or leg 100 00 500 00 Femur 250 00 1,000 00 Clavicle or scapula 100 00 500 00 Patella 100 00 1,000 00 Mandible or maxilla 100 00 500 00 Skull, spine or pelvis 250 00 2,500 00 Compound fractures or fractures requiring open operation Double fees REPORT OF SOCIAL INSUBANCE COMMISSION. 37 Abdomen. Any operation involving laparotomy, not less than 150 00 Any operation upon the gastro-intestinal canal 250 00 2,500 00 Resection of stomach or intestine 500 00 2,500 00 Operation for appendicitis or peritonitis 250 00 2,000 00 Any operation upon the liver, gall-bladder or ducts, spleen or pancreas 250 00 2,500 00 Hernia — radical operation inguinal, femoral, umbilical or ventral 250 00 1,500 00 Hernia, — by taxis 10 00 100 00 Obstetrics. Abortion or miscarriage 25 00 500 00 Uncomplicated labor 25 00 150 00 Twins Double fees Abnormal presentation or position 50 00 500 00 Version 100 00 500 00 Instrumental delivery 50 00 250 00 Complicated labor, as eclampsia, manual removal of placenta, placenta previa, post-partum hemorrhage 50 00 500 00 Delivery of placenta only 25 00 75 00 Immediate repair of perineum or ceryix 25 00 100 00 Csesarean section or hebotomy 250 00 2,500 00 All visits except those of the 24 hours of the delivery shall be charged according to the rates given in this fee bill. Ear, Nose and Throat. Ordinary ofHce visits 2 00 5 00 Special office examination or treatment 5 00 25 00 Foreign bodies — removal from ear 5 00 25 00 Foreign bodies — removal from throat 5 00 150 00 Foreign bodies — removal from trachea or bronchus 50 00 500 00 Adenoids — removal of 35 00 100 00 Tonsils — removal of 50 00 250 00 All operations on septum and turbinated bones 25 00 250 00 Resection of nasal septum 50 00 250 00 Trachseotomy, or intubation of the larynx 50 00 500 00 Operations upon accessory sinuses of the nose 50 00 1,500 00 Paracentesis tympani 10 00 25 00 Mastoid operations 150 00 1,500 00 Removal of the ear bones 75 00 250 00 Fracture of the nose 25 00 250 00 In contrast to these two schedules is the schedule published by the state compensation fund. These rates are the minimum fees paid physicians doing industrial accident work for the state fund. The schedule was constructed with the average income of one thousand dollars in mind, the comijensation act affecting, for the most part, persons whose earning capacity was that or less. FEE SCHEDULE. State Compensation Insurance Fund.. First visit, including report and first examination, in injury not otherwise specified $2 00 Surgical dressings (materials) Specify costs Mileage beyond city limits 1 50c day, 75c night, one way, per mile Assisting at operation — Major $10 00 Minor 5 00 Administering general ansesthetic 5 00 Testimony as to fact of injury 10 00 38 REPOET OF SOCIAL INSUBANCE COMMISSION. T7T„_„+.,„„„ Subsequent vlait-g Fractures. Hospital Reduction and first dressings — or Oneratinn Home Office Nasal bones $10 00 $1 50 $1 00 Hand or foot 5 00 1 50 1 00 Forearm — leg, 1 bone 10 00 1 50 1 00 2 bones 25 00 1 50 1 00 Femur or humerus 25 00 1 50 1 00 Clavicle or scapula 15 00 1 50 1 00 Patella 15 00 1 50 1 00 Mandible or maxilla 10 00 1 50 1 00 Pelvis 10 00 1 50 1 00 Ribs 5 00 1 50 1 00 For compound fractures or fractures involving joints Add 50% to operation Dislocations. Easy reductions without anaesthesia or assistants $5 00 $1 50 $1 00 Hip ■ 10 00 Large joints, first treatment 5 00 1 50 1 00 Small joints 2 00 1 50 1 00 Amputations. Finger or toe 6 00 1 50 1 00 Two or more 10 00 1 50 1 00" Hand, wrist, forearm or arm 25 00 1 50 1 00 Shoulder disarticulation 40 00 1 50 1 00 Foot, ankle or leg 25 00 1 50 1 00 Knee or thigh 40 00 1 50 1 ftO Hip disarticulation 75 00 1 50 1 00 Special Operations. Trephining or resection of skull 50 00 1 50 1 00 Laminectomy 75 00 1 50 1 00 Hernia, radical operations 30 00 1 50 1 00 Hernia — by taxis — reduction and applying truss 5 00 1 50 1 00 Paracentesis, thoracis or pericardii 5 00 1 50 1 00 Tendoplasty 25 00 1 50 1 00 Catherization of urethra 2 50 Foreign Bodies. Removal from conjuctiva (one or more) 2 00 Removal from cornea 3 00 Enucleation of the eye 30 00 1 50 1 00 Mi7ior Operations. Repair of small wounds (to 2 J inches) 2 50 1 50 1 00 Repair of large wounds (over 2 J inches) 5 00 1 50 1 00 Contusions, simple 2 00 1 50 1 00 Contusions, extensive (several in different parts of body) 4 00 1 50 1 00 Abrasions and burns — Simple 2 00 1 50 1 00 Extensive, depending upon severity of case Abscess — incision 2 50 1 50 1 00 Removal of small foreign bodies 2 50 1 50 1 00 Hospital Care. Hospital care adds greatly to the expense pf serious illness. Service is fairly uniformly rated, the customary charges being $15 to $17.50 per week for ward aeeoinmodation and from $25 to $35 per week for pri\-ate room. This charge does not include laundry, which is usually $5 per week, nor the cost of operating room, ordinarily $10, nor drugs and surgical appliances. REPORT OP SOCIAL INSUBANOE COMMISSION. 39 Nursing. Nursing adds another item. General nursing is included in ward service of hospitals but a special nurse means additional expense. The following schedule of fees is published by the Nurses Central Directory. SCHEDULE OF FEES (Not obligatory). 1. For ordinary cases: Women $25.00 per week, $4.00 per day for a fraction of a week. Men $30.00 per week, $5.00 per day for a fraction of a week. 2. One-day, two-day or three-day cases, $5.00 per day. 3. For contagious and nervous cases, $30.00 per week, or $5.00 per day for fraction of a week. 4. Insane, alcoholic and quarantine cases, $5.00 per day. 5. Assisting at operation, $5.00 to $10.00. 6. Obstetrical cases, $30.00 per week, payable from date of engagement. 7. When one nurse has two patients, $5.00 per week extra. 8. Visiting nurses, $1.50 for visit of one hour or less; $2.00 after 6 o'clock p.m. 9. Agreement for charges in special cases should be made before the nurse takes charge of a case. 10. Board included in all oases except visiting nursing. 11. Male nurses: For ordinary cases, $5.00 per day for 12-hour duty; $6.00 for 24-hour duty. Dental Care. The following schedule is in use in the industrial town of South San Francisco : Crown work, $8.00 ; silver filling, $2.00 to $1.50 ; extraction, $1.00, with gas $1.50 and up; miscellaneous attention, about $2.00; plate work averages $15.00. Investigations of the experience of indi- vidual wage earners showed that many workers are paying according to higher standards. It is naturally impossible to knoAv the varying fees regularly charged and collected in all instances by physicians in their practice among persons of small income. A vast amount of charitable and semi- charitable medical service is dispensed each year. The fee schedules printed have no binding force as law. Conferences with representative physicians disclosed the standard of 10 per cent of annual income as the basis used by many of the profession in making charges for opera- tions. Field studies in the poorer section of San Francisco showed cases receiving medical care at from $1 to $2.50 a visit, corresponding more nearly to the schedule of the state fund than those of the county medical societies. That many men and women of small earning capacity attempt to pay the cost of surgical and medical care according to the standards of the county medical societies, was evidenced in investigations discussed in other parts of this chapter. Even assuming that a majority of the cases are charged according to these lower rates, however, there can be no doubt that a five weeks ' illness (the average duration of a case) would at least endanger the financial situation of most families. Not the least result of the situation must be a tendency to minimize the amount of medical attention secured, thereby courting serious illness. 40 EEPOET OF SOCIAL INSUBANCE COMMISSION. A discussion of the actual experience of some of the women workers of the state naturally folloM's these generalizations. Experience of 1,000 Women Wage Earners. The records of one year's expenditures of 600 individual working women in San Francisco and Los Angeles, collected by the Industrial "Welfare Commission, were studied from the standpoint of the percent- age of their income absorbed by the purchase of medical, surgical and dental care. These records were made out by department store and factory employees under the direction of special agents of the Industrial Welfare Commission. The records of these women were classified according to their earning capacity and occupation and indicate the amount and percentage spent for dental and medical care by the various groups.^" The percentage of income expended by each of the three groups for medical and dental care is about 4 per cent. A similar amount contributed by a group of women in countries possessing health insurance systems guarantees a money payment of at least half wages, medical, surgical and hospital care, a special maternity benefit in case of childbirth and a cash benefit to cover funeral expenses. The fact of greatest significance to be gathered from a study of these 600 cases is not, however, the heavy burden which necessary medical and dental care is imposing upon the group income of these wage earning women. Important as that fact is, the fact of greatest sig- nificance is the unequal way in which this burden is distributed. About half (more than 50 per cent) of the total amount expended by the entire group for doctor and medicine was paid out by 21 of their num- ber, while 301, or over 50 per cent, suffered no expense whatever. Of the four women incurring medical bills of more than $300 only one had an earning capacity of more than $12 per week. The remain- ing three were earning from $6 to $12 a week. Eight of the seventeen who paid between $100 and $300 for medical assistance received less than $12 a week. As might be expected, the dental bills were more evenly distributed. In the event of distress with the teeth there is not so available the alter- native of home remedies as in the case of other illness. An unevenness of distribution of the total cost is, nevertheless, still noticeable. Four women incurred bills of over $100 and 18 paid amounts varying between $50 and $100, while 398 escaped altogether. This study of the Industrial Welfare Commission data was supple- mented by a first hand investigation conducted by agents of the Social Insurance Commission among over 500 organized trade A^-omen in San Francisco. Through the courtesy and cooperation of the Waitresses' Union and Laundry workers ' Union, the commission was enabled to obtain from their members accurate and reliable records of their 1915 '•Table XVII found at end of section. REPORT OF SOCIAL INSUBANCE COMMISSION. 41 experience. The experience of the laundresses and waitresses was analyzed in the same way. Since the waitresses employed through their union a physician who was under contract to attend members in all cases except those involving serious illness or hospital care, it was thought best to separate the records according to trade. The 251 laundresses as a group^^ paid out 5.1 per cent of their aggre- gate earnings for medical (including drugs and hospital treatment) and dental care. This 5 per cent amounted to $5,738. Almost half this sum, $2,291,^^ was expended by eleven women, only one of whom had an earning capacity of over $12 per week. It should be noted that the bulk of cases under observation had an actual income of from $350 to $500 a year. Over 80 per cent of the total amount of dental and medical bills had to be met by persons earn- ing less than $500 a year. Only seven were members of organizations giving protection during illness by providing either money or medical benefits. On being questioned, their invariable explanation for non- membership was that "it was expensive, they couldn't afford it and they probably would not get sick if they did belong. ' ' To ascertain whether the expenses incurred by these women could be passed on to supporting relatives, questions on this subject were included in the investigation blanks. The following facts resulted : (1) 192 of the women (76.5 per cent) were either absolutely depend- ent, or helping to support or completely supporting dependents. (2) 54 (21.5 per cent) were living at home in what they termed an "interdependent position." By this is meant that all the working members of the family placed their earnings into a common fund upon which they drew when necessary. (3) Only six (2.4 per cent) of the total number were receiving aid from their families and contributing nothing. As these 251 cases were selected at random, they may be safely con- sidered fairly typical of the trade. There can Tje no doubt that except for a negligible percentage, the women working in the laundry industry, at least, do so either because it is necessary for their own support, or because their earnings are needed to eke out the family income. The question of "pin money," so frequently raised at the discussion of the wages and expenses of working women, can have no place in the con- sideration of the economic problem of these wage earners. The records of the 264 waitresses'^ differ in several particulars. Only 3.9 per cent of their aggregate earnings were absorbed by medical and dental bills in contrast to the 5.1 per cent paid out by the group of laundry workers. The difference is mainly due to a reduced expenditure for physicians' services, normally to be expected in view of "Table XVIII. "See Table XX at end of Section I. "See Table XIX at end of Section I. 42 REPORT OP SOCIAL INSUBANCE COMMISSION. the contract doctor employed by the Waitresses' Union. The extremely large amount paid for dental services was attributed by the members of the trade who were questioned in this regard to the peculiar demands of their occupation. As one tersely put it "A waitress simply can not afford to let her teeth go to pieces." Personal appearance is part of the stock in trade of the waitress and neglect of the teeth reduces the likelihood of obtaining a good position. Barring these variances which are explained by the actually different situations of the women in the two trades, the records of the waitresses repeat the story already told. Seven women paid over one-third of the aggregate bills. Twenty-five were responsible for practically two-thirds. One hundred forty escaped all expense on this score. Only eight of the twenty -five who paid more than $50, had an earning capacity of over $12 a Aveek. One woman who could not in a whole year earn more than $550 had to face a bill of $430 because of one serious illness. Eight women found it necessarj- to go as charity patients to the county hospital. All these women were medically insured to the extent that they were entitled to the services of the union doctor. Seven, only, carried other protection, four being members of a lodge giving a $5 a week sick bene- fit and three being members of hospital associations which entitled them to limited hospital care and free drugs as well as medical attendance for specified diseases. Almost half (48 per cent) of the waitresses proved to be either self supporting or totally or partially supporting dependents in addition. Almost half (49 per cent) reported themselves as interdependents, a large percentage of whom were found to be married women, at work because the husband's wages proved insufficient to maintain the family with a decent standard. Only five (3 per cent) were receiving assistance from relatives and contributing nothing. The "pin money" explanation of wage working women seems as inap- plicable in the trade of the waitresses as it proved to be in the laundry industry. For the uiost part at least their expenses had to be met out of their own earnings and in the event of loss of income and increased bills during illness, the question of meeting the cost of living assumed serious proportions, and the danger of becoming a dependent upon private or public charity was not far in the background. Summing up, then, the facts tliat come to light in the study of one year's actual experience of a thousand wage earning women of this state are as follows : They spent in the aggregate approximately 4 per cent of their combined earnings for medical and dental care. This percent- age has proved more than sufficient in the countries providing health insurance for its workers, to guarantee a substantial part of wages and KEPORT OP SOCIAL INSUBANCE COMMISSION. 43 ther special benefits in addition to all necessary medical, surgical and lospital care to wage earners incapacitated because of illness. This average of i per cent which -was the group loss was spread most mevenly throughout their number. A substantial number of the group ;scaped expense altogether. A very small number incurred the bulk of he bills, the burden mounting as high as 50 per cent or 60 per cent of he individual annual income in some cases. Less than 2 per cent were nsured in any way against the losses of illness by membership in lodges )r hospital associations, the reasons being the low earning capacity of the ffomen (the bulk of them receiving less than $500 a year), the compara- tive high cost x>i even meager protection, the fact that illness is always unforeseen and uncertain, and the average individual, to whom a small imount of money means a great deal, is inclined to "take a chance." The number of these women who worked for any reason other than lecessity was negligible. Lapses of income and expenses incurred by :hem had to be accounted for out of their own earnings, and in many 3ases persons dependent upon them shared their misfortunes. Clinic Study. As the free clinic represents the- only alternative to purchase by private contract in the field of medical service, at least in so far as specialist treatment is concerned, it was deemed worth while to investi- gate the economic status of the persons applying for attention at the five leading clinics located in San Francisco and Los Angeles. The University of California clinics in San Francisco and Los Angeles, the Stanford Medical School clinic and the Polyclinic in San Francisco, and the University of Southern California clinic in Los Angeles were selected for study. During the months of June and July over 5,000 patients were interviewed by agents of the commission and their "social histories" recorded. As 300 or more of the cards were so lacking in essential - information as not to be of any use, the study made was made of a total of 4,738 cases. The "free clinic" or dispensary in California has developed within the last two years in two general directions — toward greater specializa- tion of work and toward increased equipment for a greater number of patients. The applications for treatment are growing at a rate with which the clinics have found it impossible to keep pace. A detailed description of the equipment, cost of maintenance and work of the clinics will be found in Chapter II. Looking at the records from the standpoint of family income, it is found that among 2,587 patients applying at San Francisco clinics, only 53 were dependent upon charity, public or private, for their support. 44 REPORT OF SOCIAL INSUBANCE COMMISSION. In 29 instances the wage earner had been out of employment for more than a year and so there was a state of practical dependency on some outside source, while in 31 more cases the wage earner had not been employed for periods varying between six months and a year. Sixty- five were temporarily out of a position and 12 reported very unsteady employment. In the remaining cases there were employed wage earners with a fairly steady income. Thus, in only 190 cases, or about 7 per cent of the total number considered could the application for free treatment be attributed to the fact of dependency or unemployment. A classification of the other 93 per cent was made according to income and divided into males, females and children to show the number of each class of patients imder observation. In over half of the total San Francisco cases the income of the family was less than $16 per week.^° Disregarding the charity and unem- ployment cases, about 80 per cent of the families had an income of less than $25 a week. Comparing these figures with the Los Angeles records, it is found that 40 were dependent on public and private charity ; in 50 cases there had been unemployment for more than a year ; in 26 for periods varying between six months and a year. One hundred thirty-two were tempo- rarily out of a position and 31 reported very unsteady employment. Thus 12 per cent of the Los Angeles cases could be attributed to depen- dency or difficulty with employment. In 61 per cent of the Los Angeles cases^^ the family income was less than $16 a week and disregarding charity and unemployment cases over 80 per cent of the families had an income of less than $25 a week, practically repeating the story of the San Francisco histories. Grouping these same eases according to the wage of the principal wage earners, the resulting picture is but slightly different. In view of the fact that 435 of the total families have more than one breadwinner,-- it would be expected that classifying according to wages of main bread- winner would throw fewer persons into higher money level groups than the grouping according to family income. On examination of the card records the fact that this does not so prove is explained thus: The effect of contributions of other earners in the family on the family income is neutralized by the lowering effect which irregularity of employment has upon the earnings of the principal wage earner. It is found that in half of the families the wage of the principal earner is less than $16 a week and in over 67 per cent the chief breadwinner had an earning capacity of less than $25. =°TabIe XXI being based on family income rather than wage of principal bread- winner. 2»Table XXI, Section I. =2Table XXII, at end of Section I. REPORT OF SOCIAL INSUBANCE COMMISSION. 45 In by far th6 greatest number of families (almost 84 per cent of those about whom this data was recorded) there is but one wage earner,* and in the majority of eases there are from one to four dependents. In more than 1,100 families (including miscellaneous cases) the applicant for medical aid had no one dependent upon him for support. Thus it can be seen that the applicants to the free clinics are not from the abnormally large or unusual family in any sense, but from the nor- mal familj' of average size as indicated by our general population sta- tistics. Nor are the applicants from the family with an unemployed breadwinner, but from the family with a normally steady and compara- tively small income. A classification of the combined Los Angeles and San Francisco eases into 15 occupational groups^^ shows that the two largest groups are the "common laborer" and "domestic and personal service," two of the most poorly paid occupations. "Skilled trades, mechanical," follows next, and then with approximately the same membership the groups of "building trades," "garment manufacturers," "clerical employees" and "petty commerce." Further refinements of this clinic data may be easily gleaned from the tables by those interested in pursuing the subject further. It suffices to call attention to these more important facts and to comment upon them. This clinic investigation throws light on the specific problem which is the subject of this chapter — ^the ' ' burden that illness places upon the wage earner." The fact that an ever increasing number of self- supporting wage earners of small income not otherwise dependent in any sense are seeking medical assistance at the free clinics despite the instinctive dislike felt by self-respecting working people for dispensa- tion of any sort which spells charity, despite the fact that they are made plainly to feel that such medical facilities are only for those who can not afford to buy, is alarmingly significant. It would be futile to ascribe such seeking to a total lack of self-respect and an endeavor to get some- thing for nothing on the' part of these individuals. The number of them alone would be sufficient to refute such a conclusion. Aside from this point, however, the interviewing and observation of 1,000 cases would convince any one that there is a far more reaching and direct cause responsible. The growing attendance at the free clinics is accounted for by the fact that they can there get from physicians and surgeons, whom they know to be men and women of reputation, specialist care which they can not possibly afford to purchase. There is no reason to suppose that if there were a way by which they might buy this same attention for a small price within their means we should stiU *See Table XXIII at end of section. 2=Table XXrV at end of Section I. 46 REPORT OF SOCIAL INSUBANCE COMMISSION. find the bulk of them frequenting the "free clinic." Defensible as their application to the free clinic under present circumstances is, how- ever, the fact remains that a large and increasing group of persons not in any sense destitute are each year the recipients of medical charity. This situation is not a healthy one in a democratic community, nor does it bespeak a sensible organization of medical aid that physicians should give medical attention to a large group of independent self-supporting individuals for no remuneration. Analysis of Charity Cases. To get an exact picture of the part played by iUness in the dependency problem of California, the records of over 5,000 families recently assisted by the charitable organizations of San Francisco and Los Angeles were analyzed from the standpoint of the causes for asking relief. The innumerable reasons driving persons to seek charitable assistance were first classified under five broad headings — illness, other disability, absence of male breadwinner, unemployment and low earning capacity and miscellaneous causes. A more detailed analysis of the causes into sixteen classes was also made, but for the purposes of this discussion the broader classification is sufficiently illustrative and far less con- fusing to the average reader. Often two difficulties equally contributed to the destitution of the family. To be exact, in 1,422 families, two of the five causes^* in various combinations apparently were equally to blame for the distress, while in 3,874 cases a single cause only forced the persons concerned to become recipients of charity. The following diagram shows the relative frequency of these causes in as concise a form as possible : ■'See Table XXV at end of Section I. REPORT OF SOCIAL INSUBANCE COMMISSION. 47 o a CA 4) CA S i» • 53 .-a ■ ^ I 09 4> JS e bo g c o U -J 01 O o ,2 ^ a |3 bo S3 O a %< CO I «0 N ^ O O) r^ 0) 10 f-* CO «» in M «3 00 «— 1 O) T-t ifl N 1—1 a oi w 1 T-H a i-r -S in -ti Ji > > D O in ci.t: (U o US tn 3 c 1=1 1 a en 5 S3 o (U O a J .M •i _« JH !— t3 o <1 s 48 REPORT OF SOCIAL INSUBANCB COMMISSION. It will be seen by observation of the diagram that illness combined with one of the other factors is a moving cause in 2,652 cases, or 52 per cent of all the cases. Low earning capacity and unemployment is the next most frequent reason for the appeal to charity. Other phys- ical and mental disability ranks third, absence of the wage earner fourth, while miscellaneous difficulties, impossible of other classification, are responsible factors in but 2 per cent of the total. Evidently then, considering all the cases under observation, illness is the most frequently occurring cause for seeking charitable relief. Of the 3,874 "single cause" cases, illness is again found to be the most frequent faetor.^^ It is worth while calling attention to the number of cases in which illness of dependents helped to render the family destitute. The state- ment is often heard that illness does not really create serious difficulty in California so long as the wage earner himself is well and able to work. As we find illness of members of the family solely responsible for destitu- tion in 234 of these families, it is evident that this statement is untrue. To be sure, we should expect circumstances to be worse in the event of the wage earner 's illness than when the dependents are the sufferers, as the calamity is then a double one, and the statistics of these cases bear out this expectation. Illness of the wage earner is the direct and sole cause of 911 eases, while illness of dependents is solely responsible for 234. The recurrence of pregnancy as a cause for seeking public aid was a striking revelation. In almost one-fifth of the eases in which illness is found, pregnancy of the woman was the chief reason for the application for help. Medical attention and financial assistance were both needed as the woman was unable, because of her temporary physical handicap, to do her part of the family work. Nothing could more clearly bring out the absolute necessity of special provision for women of wage-earning families at the time of childbirth. Lack of medical attention and overstrain at such a time endangers the health of the next generation, and at the same time creates additional problems through the impairment of the physical well-being of the mother. The part played by tuberculosis in producing destitution is commonly recognized as tremendous. It is a malady apt to strike the young even more than the old and its cure is so costly as to be prohibited to the average worker. The tubercular case is the most hopeless of all those presenting themselves to charitable organizations. Expensive sanita- rium care of long duration is frequently necessary, if the case is to be saved, and the limitations of the resources of "charity" make such '"See Table XXVI at end of Section I. REPORT OF SOCIAL INSURANCE COMMISSION. 49 treatment, as a general thing, impossible. In over 11 per cent of all the sickness cases applying for help tuberculosis was the specific disease. Anything contemplated as a solution of sickness problems in Cali- fornia would be inadequate unless it involved some special provision for tuberculosis sufferers. In view of the common impression that tuberculosis in California is, to a great extent, an "imported problem" and not a "home problem," the commission thought it best to make a careful study of this aspect of the California tuberculosis situation. As Los Angeles County probably receives more tubercular immigrants than any other county of the state, it was chosen for investigation. The reported cases involving wage earners and their families for 1913-, 1914 and 1915 were analyzed from the standpoint of length of residence in California.^" This analysis is shown in the following -diagram: '^See Table XXVII, at end oi Section I. 50 REPORT OF SOCIAIi INSURANCE COMMISSION. o hm s 6 4) U C8 s b S ** 60 « e ^ h V 1 e REPORT OF SOCIAL INSURANCE COMMISSION. 51 It is safe, to say that if more than 56 per cent of the Los Angeles tuberculosis wage earners have been residents of the state for a period of five years or more, the proportion of tubercular persons for the whole state having such a length of residence is much greater. The very close margin of safety that the present increased cost of living leaves the families of poorer paid wage earners is emphasized by an analysis of the destitute families according to the number of bread- winners and dependents. "^ There was a time when the majority of applicants for charity were either from the very large families of at least eight or ten, or families whose breadwinner was lacking. Evi- dently this time has passed, for of these destitute families applying for help, 75 per cent had three children of less, and only 8 per cent more than six. In over 80 per cent of the families there were two parents. Clearly the growing destitution in California can not be ascribed to abnormal family conditions. The experience of about five hundred of the families aided by public charity was further investigated. A statistical record of the expenses they incurred in securing medical and dental aid in the year just preceding their application for help is shown as follows: Charity Cases. Cost of Medical, Hospital and Dental Service in Year 1915. Five hundred and thirteen families were questioned. Seventy-seven families received no medical, hospital or dental treatment. Four hundred and thirty-six families received some medical, hospital or dental treatment. Of this 436— 91 (or 25 per cent) received vpholly free treatment. 345 (or 75 per cent) paid for treatment. Of this 845— 180 families paid bills under $50 00 33 families paid bills between 50 00^ $75 00 17 families paid bills between 75 OO— 100 00 25 families paid bills between 100 00— 200 00, totaling $3,148 25 13 families paid bills between 20O 00— 300 00, totaling 3,069 75 9 families paid bills between 300 00— 400 00, totaling 3,000 00 3 families paid bills between 400 00— 500 00, totaling 1,270 00 8 families paid bills over ^ 500 00 totaling 8,465 70 51 families, cost of treatment unknown. Of the 345 who paid for treatment, 123 families, or 36 per cent, received free treatment in addition. Notes on aiove tables:. 47 families were still in debt for services. Of these, 37 were in debt to the amount of $3,956.20. 20 families were helped by friends or relatives. For 15 of these, bills amounting to $899.25 were paid. 4 families were helped by lodge benefits. *See Table XXVIII at end of section. C)2 REPORT OP SOCIAL INSURANCE COMMISSION. Considering cases of tuberculosis only, in the above table, the follow- ing facts are shown: 44 families received tuberculosis treatment. Of these — 25 families (or 57 pev cent) received all free treatment. 18 families (or 41 per cent) paid a total of $1,908.00. Of these 18 families — 8 also received free treatment. 1 family, cost of treatment unknown. Similarly isolating the maternity and confinement cases, it is found: 73 families received maternity benefit. Of these — 21 families (or 28.8 per cent) received all free treatment. 48 families (or 66 per cent) paid a total of $1,389.00. Of these 48 families — 3 also received free treatment. 4 families, cost of treatment unknown. These destitute families were by no means all from the "small income" group who live on the edge of economic dependency. In quite a number of cases, the breadwinner had been earning well above the average wage and the family had accumulated savings. These sav- ings were eaten up during periods of illness, by general living expenses and by extra expenses entailed in medical and hospital bills. Of the eight families who received bills amounting to more than $500 in 1915, only one family incurred a debt. The other seven met this expense out of savings. After spending everything they had accumu- lated, they were forced to ask for public assistance. One woman of forty-eight years, who had been for twenty-five years a teacher, spent in 1915 for a series of operations all that she had laid by in her years of work — over $3,000. It so happened that the opera- tions proved unsuccessful and she found herself in October, 1916, penniless, incapacitated for work and dependent upon charity for the means of mere subsistence. A man of sixty-seven, no longer able to hold a job, spent his $900 savings to pay his physician. As a consequence, his wife entered domes- tie service. She was unable to earn sufficient to support them and public aid was necessary. An investigation of the "sickness experience" of these families in previous years merely emphasized the same facts. Most of the persons who are temporarily or permanently dependent upon charity are, to begin with, completely self-supporting people. They secure a private physician and go to a private hospital when ill. But if a long continued illness strikes either the wage earner or a member of his family, it is merely a question of time before they are reduced to the necessity of asking charitable aid. For the better paid wage earner, the period of REPORT OF SOCIAL INSURANCE COMMISSION. 53 grace is longer, as there are often considerable savings. For the poorer paid wage earner, the period is decidedly short. The first step is often a request for medical charity, but when the wage earner i.s the sick indi- vidual, general assistance for buying food and shelter is soon necessary. Thus among the families under observation, there was found an instance of a laborer earning $15 a week, who paid $900 in a period of about four years for medical attention for his Avife. The following year she was in need of an operation and, her lesson learned, she went to the county hospital, no further charity being necessary. When, however, a little later the man himself fell ill, he was in a short time forced to ask help from public charity in order to purchase food and pay the cost of shelter. Again, a blacksmith earning $12 a week, with which to support a wife and two children, paid in 1915 over $100 for medical treatment for his wife. Hospital treatment becoming necessary, she went to the county hospital to save further expense. At this juncture, the man himself suffered an accident and after a protracted illness lie found himself with a medical bill of $200 and absolutely no funds. The result was an application to the free clinic for further medical aid and an appeal to public charity for financial assistance to tide him over until he could return to work. Cases of this sort could be cited in any number and would serve but to repeat the story. In over one hundred instances, several thou- sand dollars had been actually paid for the purchase of medical aid and hospital care by families, who were at least reduced to the necessity of asking for public assistance. Summary. From the investigations so far discussed, the following facts stand out: The majority of wage earners, having the average family of three or four dependents, find their earnings consumed in meeting ever increas- ing cost of the necessities of existence. The cost of medical attention and hospital care in California is particularly heavy because of high medical standards and because most of the hospitals are run on a com- mercial basis, rather than on a nonprofit basis as in eastern states. The majority of these wage earners can not save a sufficient amount from their earnings to provide for the extra expenses made necessary by either their own illness or the illness of their dependents. Even those of better incomes who can and do accumulate substantial savings are often unable to meet the heavy bills of protracted illness. While a comparatively low (average) rate of sickness is indicated by Cali- fornia investigations, this low average is accounted for by the fact that many escape illness altogether. The individual whom serious illness 54 RBPOET OF SOCIAL INSURANCE COMMISSION. strikes is as badly off as in communities having a higher sickness rate. Cases lasting fifteen and twenty-five weeks are not uncommon. The burden of serious illness is sending married women with children to work. It is causing many honest and conscientious wage workers to go without sufficient food and clothing. It is forcing an increasing number of families to become recipients of medical and general charity. In short, the burden that protracted illness places upon the individual wage earner is intolerable. It threatens his economic inde- pendence and too often for social weal, it makes good the threat. TABLE I. Annual Fluctuation of the Number of Employees in California Industries. No. of es- tablish- ments B. a S B s 1 1 3 c 1 It §3. Average employed — II as? Bin re " H . -1 ! o 1. By industry as a whole^ 68,838 83,327 15,893 47,156 47,667 7,854 21,682 35,660 8,039 31.5 42.8 50.6 57,956 66,132 10,685 10,882 17,195 5,208 158 2. By separate estab- lishments"^ 206 3. Separate establish- ments'' (other in- dustries) 32.8 'Manufacturing establishments. ^No data obtainable for these industries as a whole. Note. — ^Under the category "industry as a whole" the monthly fluctuations and number of employees were taken as a total for each industry from the sixteenth biennial report of the Bureau of Labor Statistics of California. Under "separate establishments" the monthly fluctuations in the individual establishments in each industry were considered and the total of the individual maxima and minima taken. This was done under the principle that there is a very small movement of men from one establishment to another even within the same industry. Thus the two average per cents in numbers 1 and 2 represent the minimum and maximum per cents of loss of time, the true average being some place between them. EEPOET OF SOCIAL INSURANCE COMMISSION. 55 TABLE II.— Summary of Unemployment Investigation in San Francisco Building Trades. 689 men gave information. 643 men lost time during 1915. 11,663 weeks lost by these 643 men. 18.14 weeks average time lost for 643 men. 16.93 weeks average time lost for 689 men. Mechanical Trades. 541 men gave information. 413 men lost time during 1915. 6,670 weeks lost by the 413 men. 16.15 weeks average time lost by 413 men. 12.51 weeks average time lost by 541 men. Laiorers. 277 men gave information. 258 men lost time during 1915. 4,757 weeks lost by the 258 men. 18.44 weeks average time lost by 258 men. 17.17 weeks average time lost by 277 men. Manufacturers. 41 men gave information. 35 lost time during 1915. 393 weeks lost by 35 men. 11.23 weeks average time lost by 35 men. 9.59 weeks average time lost by 41 men. Transportation. 100 men gave information. 74 men lost time during 1915. 1131 weeks lost by the 74 men. 15.28 week.s average time lost by 74 men. 11.31 weeks average time lost by 100 men. Personal Service. 279 men gave information. . 211 men lost time during 1915. 3,688 weeks lost by 211 men. 17.48 weeks average time lost by 211 men. 13.22 weeks average time lost by 279 men. All Other Occupations. 61 men gave information. 48 men lost time during 1915. 718 weeks lost by the 48 men. 14.96 weeks average time lost by 48 men. 11.77 weeks average time lost by 61 men. Total. Total of 1,988 men gave information. 1,682 men lost time during 1915. 29,020 weeks lost by 1,682 men. 17.25 weeks average time lost by 1,682 men. 14.60 weeks average time lost by 1,988 men. 56 EBPOET OP SOCIAL INSURANCE COMMISSION. TABLE 111.— Wages in Manufacturing. (Sixteenth Biennial Report of the Bureau of Labor Statistics of the State of California. 1913-1914.) Males. 18 years ol" age ana over Under 18 years of age Total Weekly wage rate No. Per cent Cumu- lative per cent No. Per cent Cumu- lative per cent No. Per cent Cumu- lative per cent Under $4 17 35 99 294 440 540 1,089 2,251 1,362 5,746 5,198 3,008 12,671 7,897 9,078 6,644 .03 .06 .17 .52 .78 .96 1.93 3.99 2.43 10.19 9.23 5.34 22.48 14.00 16.1 11.79 .03 .08 .26 .88 1.66 2.62 4.55 8.54 10.79 21.16 30.39 36.73 59.21 73.21 89.31 100.00 13 62 136 276 242 126 174 100 34 65 27 9 12 2 1 1.01 4.86 10.64 21.58 18.92 9.85 13.6 7.8 2.67 5.08 2.11 .70 .94 .16 .08 1.01 5.87 16.51 38.09 57.01 66.86 80.46 88.26 90.93 96.01 98.12 98.82 99.76 99.92 100.00 30 97 235 570 682 666 1,263 2,351 1,396 5,811 5,225 3,017 12,683 7,899 9,079 6,644 .05 .17 .41 .99 1.18 1.15 2.19 4.08 2.42 10.06 9.06 5.23 22.02 13.70 15.75 11.52 .05 $4 to $4.99 .22 $5 to $5.99 . .63 $6 to $6.99 $7 to $7.99 1.62 2.80 $8 to $8.99 3.95 $9 to $9.99 6.14 $10 to $10.99 ■ 10.22 $11 to $11.99 . 12.64 $12 to $12.99 22.72 $13 to $13.99 31.78 $14 to $14.99 37.01 $15 to $17.99 59.03 $18 to $20.99 72.73 $21 to $24.99 88.48 $25 and over lOO.OO Totals 56,369 lOO.OO 1,279 100.00 57,648 100.00 EEPOKT OP SOCIAL INSURANCE COMMISSION. 57 kS •ax c * o M m 5 SO W (M-^COOOCQCOCOOO 11 ■gsigsgg^gs T-* ss ^ n •1 3- •gco^OOl^^ g o t4 i-H tH S SSiS^^g^SS •^ CO 1-i i-t y--i O- -^ 1 lO CN'iH tf "^ 1"l I 1 O 1 OO 1 ■«* I I 1 1 O 1 CO 1 -^ i 1 gg 1 5 I 1 i-l 1 CM 1 T-H 1 I II I 1 i 1 '^ > o a "a 13 a f 1 CD CO 1 1 JlO r 1 1 CD O^ 1 1 t>; 1 1 1 CO CO } f Oi j c5 A S V 3 3 p. o o a? 1 -a 1 ' 1 CO !>. 1 1 CO 1 lA 1 1 © (M 1 1 CM 1 CM ; I (M »o I ! 00 I CO (^ { } CO 1 1 lO 1 w £ T-H Pi u C ^ i-H (M t* O t3i O CO 1 i. Sa CM oq TdH l>. !>. OT p I h ^i 1ft Ss lit) i>. cj era o 1 S Cj ;-• t n n 1 1 ■.-I T-H lO CO CS iH CD ^ 1 (MCOCOtMOrHT-HC35 I ■a g S * t-: ' T-H O (M* CO ^ 1 O litl (M rH 1 c Si i-H to 1 fe S S SSSSfeSSSS ! 1 t3< ^ C5 ^ CO ^ 1 Oi 5 m F-< bo . (M CM tH CX) CC C3l e^ cm" (X) C33 O c^ to O "? r- Ift T-H CO rH en O CM T-H tH CM CM CM CM (M CO CO ■>:t^ ( CO ■«* CJ C35 O O CO C tH CO t ■^f Oi ^- T-H ic oa C30 c3i !>. lO «D -^ l>- CO (M 1-H I>. lO C33 -^ CO lO ■»sJH IC 03 CD C30 tfo ' T-i gi C3 as 05 oi c •^ Qi -rH C cm' -^ C-^ ^ C^ -TtH OS o o o o o o o +3 -p -p -M -P "P +J o ) O CM IlO I>. O (M '(t) ; ,_! r-l T-H T-H W Cq (M ^ ?e- cfi- ©3- ^ €«■ ^ e«- 58 REPORT OP SOCIAL INSURANCE COMMISSION. RI ■4-1 t- W( a n! rr O ^ o ^ o o N '^ C nl I- -) OM ■° t! CO ^ 5 s (0 -lCi-lOC'lT}*iO ■-*'^;2^ss^§ 3 p> W3->~tC3at--01f^ai*th o d a CM CO -rH o o S H S OtfOCTsOMCOS'CDO COTHCOqSiHl-^CnrHOO CS S-i CO S ^lOXraiOCOt^COtM l>- 1 T-T ir? i;©" CO ^2; 1 ■* 1 ■* CM (M CO CO ' CO 1 1 -^ti t^ 1— 1 - &?!» « I 1 CD CO • O i-i CO CO 1 '"'^^^SSSS? i§ g ; 1-1 U 1 coi>-coco-Tf+i-P-P-P 03 -P o sssssssss H C^iOl>OtNU^OiOO REPORT OF SOCIAL INSURANCE COMMISSION. 59 sg3s;ssgs^^g«gf2 2;s T-H .?gS^!5?gS^ffi«5S§8SB5JSSS a 3 T-Hr-iiftiLOiAcqMT-IiiStcJCNcq-iili-H 1 o w - £ 1-1 1-1 -* M (TJ^rf tH bl ^ lO fivi tH TO ,-( 00 b t^ S CO pO T-Hr-Ti-H tH 00" 15 1- Is ^gs§2?S;SS?£S:g3 i i i ! i CMtD!XJ00Osasc3iO:i O " j [ 1-i ] j [ 3 Ci u O to ■g g s i-HCOodcdcdoococoi-Ii-H 1 ! * [ ! ! s T-l CO 1— I j j III d) nH h 3 ■§ •M U c OOCDcDCMOOOiHt-ltO i l-i-< i t 1' iH CQ p w -^CDOOSIOCNC^tH 1 1 1 1 1 s 3 1 T-i c-l r I I 1 1 lO C 1 (IS 2 & w ID s COtCOOCOtMCM-^CqCOCrsCMl^OlO D) (5 5 -^^'^S?8^S!2SESggSiSS8 3 n 0) c 'a a o u E o 5 OOCICD ■rH0giOr**CClf:it-^CM«i-H S rt ea COCOC35-g't-l--COaiQO(MiHi-'CPOOtDCO 001'^OTCftOcr>"ft*i£D-rH-<:t^CO-^i-(COCO 1-1 CO o 1-1 o o as ^ lo oi 1- CO T-i t^ Ui b iH H 00 -I in 1 1-H iH T-- i-H l^ < ;?; h . 01 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 J 1 1 1 1 1 1 J 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 1 t 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I 1 1 I i ;' i' ; ;' I ; i ; 1 ; ;' i i ! i -u eS u o bO ? £? V ^ cc St ^ ^^cooooooofl cd ■^ 1 f_, +J -p -p -p +^ +^ o rnOOOOOoSooSSSSSo ►^■^IftCDt^^OOOSi— li— 1'— *i— 10 rHCO-^lCCOC—l>-0 I T-4icor^cOMCJo6^co g 1 l>-(M[>-Tj*CCl-mt^i-H COcOl^-Tft^cOCOtMiHO i-HfM-^THCQtMtNi-lCD CO i 1 OS 1 1 1 Is ■rHi-lOCDCO- o4coi>oi>^T-Hiraod O o i-l (M 1-1 tH t-1 H -1 i-H i-lcolOc3it>l>.c^tDtotC' CM CM !>■ eft t^ lO Ca 00 S Ei ^" g ^+J i i issggj^s eS n ^ I I 1 (M S CO oS ca c3 Oi T-l S 111 tH CM 1— 1 tH 1-i 3 op !21 J a fifi Oi-lCOOioq^CD'^CC 5 IE ■<*CD^COCOOCOO 1-H tJi U5 |>. OO CO Cp 5g m 6" «i M S Oi-H'^C^COCOOOO-rH'^ = S a V 'S a S o op ? bo t 1 s TH CM tH T-H iH T-I wM-'iiCDi-HOiOcOiftcO T-H 01 (M "|5 12; < S i iBSSfeag^s 1- ^ ^s ■ i "Sss^g g gs ^ o i iSigfe^Stigg ^ rj S R U !i1 1 Pi h 1 Ii-(OOCO^.irDT— ICO-fHCO-^O s s »-* 1— 1 1— 1 1-H 1-1 Cas'^TH o c ^ fM o O S ■ iHCOlO"^cOUtiCOi-lCO -J (0 s -* o S 3 fifi E2g8-H:)i>.iO'^cs:it~-'*Caoo c S c3 s cD-i-Has"ascNi>-tpcocjio t> E a T-H T-H r-T e? 00- 5 >< g S 5! §3 S S S S JS LJ T-it>i>--^dOcay.g 24,543 31,456 25,070 Average per member 1912-1913 1,242 1,307 1,236 24,543 31,456 25,070 52,782 52,583 48,000 .46 1913-1914 ._ ..._ .. .. 60 1914-1915 .52 Totals 3,785 81,069 21.4 153,365 81,069 .529 TABLE XIII. Distribution of Soutinern Pacific Hospital Cases Over Three Weeks Duration. Number of weelis in hospital 3 to 4 weeks 4 to 5 weeks 5 to 6 weeks 6 to 7 weeks 7 to 8 weeks 8 to 9 weeks 9 to 10 weeks 10 to 15 weeks 15 to 20 weeks 20 to 25 weeks 25 to 30 weeks. Over 30 weeks Totals ..- 66 30 36 32 15 9 42 6 4 2 3 334 115 81 60 44 26 18 15 43 25 6 448 99 59 55 23 25 17 14 21 12 2 4 5 336 303 206 145 103 83 50 38 106 43 12 14 15 1,118 TABLE XIV. Santa Fe Hospital Association — Hospital Experience. Year Number of cases HospUnl Average days ''"ys ■" per case Number of members Hospital days Average days per member 1913 .. 1,260 1,077 1,167 21,042 18,431 18,012 16.7 17.1 15.4 13,527 13,527 13,527 21,042 ia431 18,012 1.55 1.36 1.33 1914 1915 Totals 3,504 57,485 16.4 40,581 57,485 1.42 REPORT OF SOCIAL INSURANOB COMMISSION. 63 TABLE XV. Distribution of Hospital Cases of tlie Santa Fe Fund for Year 1915. Number of weeks in hospital Cases , Number of weeks in hospital Cases Under 1 week 1 to 2 weeks- 2 to 3 weeks- 3 to 4 weeks- 4 to 5 weeks, 5 to 6 weekS- 6 to 7 weeks- 7 to 8 weoks- 455 298 163 82 55 36 15 21 8 to 9 weeks 9 to 10 weeks, 10 to 15 weeks, 15. to 20 weeks, 20 to 25 weeks, 25 to 30 weeks Total 15 9 23 11 2 1 1,186 TABLE XVI. Records of 1,262 IVIale Employees in Establishments of the Bay Cities. Working Days Lost Through Sickness in 1915 in Relation to Wages. Wage per week Number in group, total Cases Days lost Average days per case Number of cases lasting 20 days or over Out of days lost, number in which sick- ness lasted 20 days or over Under $12 78 186 347 186 113 112 101 71 68 12 20 70 30 24 16 19 9 8 74 461 1,209 534 627 220 195 186 102 6.2 23.1 17.3 17.8 26.1 13.8 10.3 20.7 12.8 $12 to $14 5 6 5 3 1 1 1 358 $14 to $16 851 $16 to $18 . . 373 $18 to $20 - — 487 $20 to $24 116 $24 to $28 60 $28 and over 150 Unknown 50 Totals 1,262 208 3,608 17.3 40 2.415 Total number of records 1,262 Average number of days lost per employee 2.9 Percentage of employees losing time 16.5 Note. — 25 days, 1 month; 6 days, 1 week. 64 KEPORT OP SOCIAL TNSUKANCE COMMISSION. o I- > X I HI _l in < 1° .E ffl UJ < 1- ^1 ■3 © m Tn 1^ !•- Ift CO' CO ^* -.J ^1 11 -fl W 1-- CO <>J r^ r-i rH rH o I "3 CO OS Oi o I-; M iH rH CO CO CD h o H $13 32 11 90 16 66 25 38 32 12 iH 1- SI $6 44 5 00 6 86 9 29 11 02 8 $6 88 6 90 8 80 16 09 21 10 S CO m o $319 60 1,284 06 2,882 40 3,400 70 4,818 16 o 00 1 $164 60 539 00 1,263 00 1,244 25 1,653 60 9- 1" $165 00 745 06 1,619 40 2,166 45 3.164 65 $6,436 00 38,«17 36 83,906 20 72,169 20 100,970 40 £ $8,043 49 40,801 76 84,210 29 68,674 49 85,578 97 i" Number of women- SiggSS g CO I 1 i Under $6.00 - .. $6.00 to $8.00 $10.00 to $12.00- i 1 f 1 (pia 5g m s'S I §s ^ o ■3°= +^B B'O s*." fi'O Md +J-H rt in O C) ^6 REPORT OP SOCIAL INSURANCE COMMISSION. 65 SSSSig in m 8 o c5 113 S §8^813 S p SSSgg *^ iH Oj CO -n Oi-CO ■<* CO "* s 1 ^ r-l in 05 » n c < 3 5 1 ^- ! 1 r^ si 1 Ig.^'^ * 1 ^c- m <^ 1 1 1 CO M 00 i-i 1 1 rH r-i 0^ Tji 1 i-H O -i^ N CO iggsg $ 18888 g o K m cE m o TJ s § igsgg ffi '■ g S 8 S iS &-n S 88 5 t2 " -o B €©■ 1 *" €fi- ^ 3 0) «0- C 1 -* ■* frl 00 00 rH m -* CO C- o r f5 ^ o O i O O O O Ci o o iS o in s g S m o S s SSggg g 1 3 3 Eli®a i ifr '^ -* lA i gS||g S > o ■5 fTt lii X < in III i (N -* Oi W «» s (N iH in lA ^ S -# -* -f (N -H iM CM cq S 1 0) m < 1- gggss ^ o o o © o S in lo o m s gS8S8 s 1 o u < to O i B «-r4 (M (N tH 1 I§i3i 00 Q O CO (N CO s i '"'aass -*ssag3 §8 ''asss cq •a a> ■M L. (0 Q (0 0) .g gggss iS § O la m S o gggsg s 3 1 l^ssss 1 «o frl -tH CO CO SL"^ d !l3 l3 1 gS|SS in 1 CO O O i© T-t s M i> 00 o oo s "SS53S e P sssss !§ O o o in o Co m m J> m i2 ggS5SS g 3 ■M C K UJ 1 i5 1 feggSS fifr l&SSJsS I-- CR> Oa in o 93- N in ro ■* r "SSSS *. (fS 03 CO i-H m I> fe '-ssgs o pend Itures ■CO y £ 1 1 1 1 1 i M 1 i 3 i i i 1 1 III 1 i IJs^^ AfedicaZ Aid o?id Dentistry. Under $6.00 $6.00 to $8.00- $8.00 to $10.00- $10.00 to $12.00 $12.00 and over s Medico Under $6.00 $6.00 to $8. $8.00 to $10 $10.00 to $1 $12.00 and o ■s J s 2 a ° o Sasatsa 5—2/7626 66 REPORT OP SOCIAL INSURANCE COMMISSION. > X m < (N ep -* CO l-H CO in «3 CO >n H lU ^£? 3 Q-B s o ci T-( n Ci d s Q 1 !-> CO -H fc SH QS9.S r- o i-< -M o '*"' ElgSg _^ S, !o I- t- O TO o -^H (5 ^ S Sg_ -tH -f C) < M gggs g iilS gg s ^ in (M (N «■ (S o o o o o in lo o m 3i 53 oS?: s O *^c-r rn" s: SSSS s g§seg CO "S ^rH ^ . Q S12SS s 5 ^ § 00 S 3 ,:j; isgg g -S ISSS in S *• gggg g %hS gssgg in pg sC . iNu raber (M CO in CO fei nil ^ 2 - °gg M =^ O in S in w CO CO w (M o lO o o :igg3' o «- ^- ^. fe to o o o a s ■M ■" w -u « a bggggg P. REPORT OP SOCIAL INSURANCE COMMISSION. 67 fl o ©0 S m 13 000 Q d m S gsgg s 1 $130 1,837 1,160 466 CO g p ^ %% s 00 r-l 10 CO CO 1 o i $31 3,04 1,63 74 CO H £- CO I> -* ^ CO t K 1-i t~ r- CO t- .* . 1 « CO U5 CO s CO in CO g5« oq CO LD CO s i1 1 iss i s i88 i 8 £ loo 1 (3 loo ! (-> o o ii-^ i ■d E S- I ^^ 1 ^ s <1 s C4 1 tH rH 1 (M 1 rH rH 1 v:> r^ r^ 00 rH M -f in (M ._ in 1 in m 10 in 3 o O lO O p ifi 1 (M rH rH 00 in 1ft m 00 C <*- in l?-SS^ S| in s^^is (0 3 £©■ 1 «&- <»- C v o <1 o (0 (0 v s "f rH CO m I-H in 1 in -t* in rH CO CO -^ rH S _l^ ■D 1 3 CS _l > o o o o 0000 gsgg m X d o o o o 0000 M 5s in S l-i tr- r-t CO J.-- :o -^ -^ i-< CO Ul eq o fio to eft Cft i> ra ds (N i:~ CO CO i-^ fN -HI n «»■ 66- CO 10 e«- in rH rH Ol -I o e«- fj^ efl- < 're ■M h Q. «9- (M CO r- t- oa -* in 00 CO 00 iM en 6 t- S < o «■ re ■* s» o cn CO CO r-i CO rH 00 ■* CO CO in a 6 rH rH -* rH re a Q •a 1 lO o o in 1 > ! ! p m » P o 1 i> lo m D- 1 r- in 10 r~ in 1 O t~ "* 1 (N M 1 1 1 i 13-^ s re a r eft- t m- 93- 4-> r> -^ CO -* t^ O O Oi r-l -* ^ s (M 03 S5 U3 ^ s - M og « ■* CO «- » d) s ""S'Sg IS. E >» Per cent of O ■* «S 00 o> O) I- lncoine„__ CQ 00 «; DJ CJ « « «> Q ssssg 8 "=3 iSsii in j> •n H "^ i-< i-l rH * n •a < Per cent of income-— «s CO as <© N <>i TJH r-i rH N M N O h gssgg S o 1 iH ^ t- o o Per cent of N -^JJ O -* M T* (A Income '"' "o £ OS M ggggg 8 IL 1 s ■* 00 o « o ^ g ^"^sSs s 01 ^ A ^ (0 a H - Per cent of "-i ^ '1 (N ss income '"' (0 (0 o ggg o 1. rH •M S C^l re p. £9 M •* & 5 fi «- H- ■D 0) Per cent of W !>; O 00 M rH CO Income ' fi4 CO *"• P ^ o ggggs g «»- ■"s O ■* lO O i> 1 o M m t- t- t- d £- 3 Number. __ 'SS3S 1 0) X 111 >< 1 1 ! 1 1 X 1 III lU J ta I < ^ 1- MM ^ M ! U : 1 ' ' > ' 1 (d o .3 '^ -J O i-i ea 1 B ^ _ O (M 1 & a rH O iH OS I O tr -^ ir- < 00 O CO C4 r iH t- J> i-H lA eg gsssgg §:* cj OS ip ft gfe! gss ■* o ■rP CO -^t^ CO iH fli S8 sg CD O' a "5 Number __ sssss^ a o u a REPORT OF SOCIAL INSURANCE COMMISSION. 69 SS8SS o 88 s 88 8 88 c 85 s 1 ^i i isigi 3 s i s § s 1 tN pH OS 03 ■»( IS 1 ^ ^ » rHrt-r- ^ H ° 'sssa " o I- 0) (0 6 G4 e 00 0) (0 CO £ •« I-H E3 g sssss o ssss o in 88388 g « s t|gS5 CO itiSg ^ » s £i d i-# CO fig rH I- 00 rH -* 03 -* S iH tJI © rH IT s 2 Q. 1 888 8 SS88 s S88S 8 (0 ee- iH CO r- O in t- C r-l c w s s £ f? 3 o ■§ F s < o (M CO Tt 03 -"SS? s M i-H ■* r- iH CO r- s •^ ;?; o ■ X X 111 J m < a 1 1 o □ O Total tocqt^Tt.ov2 2 parents -- ■«* t- GO l>- ira -* CM ^ 1 parent — OOOCOCOCDlOQOtDCOO 1 i No parents. ,-( W CO I 1 I I 1 I 1 I i-H 1 1 1 1 1 1 1 1 T-i T3 o ?^ .3 Total CO CD 00 O OO 1 1 I r 1 r s 2 parents -- l>- Oi 03 Ci 00 1 1 1 1 1 I CM 1 parent Cs CD Oi ^ r I ! I 1 ! 1 ¥5 No parents. I T-i 1 1 r 1 I 1 1 1 I 1-t 1^ Total OOOOOi01i-ICDi-ti-Hl>.10CSl 1 2 parents . . CDOO-^lftt>.COlO"=3'CSl-coOcot^-.-Hr^co i-(-^ CO CD 00 l>- ■* '^ CM s 1 parent — Oi o 00 o o CO Q c=> irt r^ i w ^ No parents. tH -"^ 1 1 1 1 1 1 t I 1 Irt 1 s co-^oscDt^cDcoOOOS^a>H 1-H >-( r I 1 -p o Eh REPORT OF SOCIAL INSURANCE COMMISSION. 77 O-iiiCCDiCCOi-H-^ (M O OS lO 00 r-i Total ■rp 1 COC^l^OiiHlJ^Ji-HCD S o CO J3 IQ ■^ u 2 parents „ (N ■s CO fci s -Q iH'^cMi-l'.JiO'SCUOOOO tH W Ol (M CO t^ CSl OO L-^ (M 4> 1 parent- iH (N T-l ■r-l Oi V c 1 < t< i-i CO «o 1 1 1 1 1 ITi i-t 1 1 1 1 1 M « o J No parents- O O CO ■* 1 (M I 1 (3:. 1— 1 iH 1 II o V z OOCCt^CDi?5:DCO(M (M 3 Total lO C o 4-> o O) i-tO-lOOQlOTHOS-^ ^10- C~- C~- C3i CO CO h- lO 1 CO !>■ £ ■<* (M (M C^ (M T-l tH I 00 X sS 1 parent — X ■a < K Ui 1 lO 1 1 1 1 1 1 irt -I « m n No paients- < cs h ^ ni •^iScOCOCMCMOSCa c!j»ooo«r>io-^T-H'.-H £g CO o ^ "^ s: O Total CO CO' o 5 Is O^tNOOiMCD-^iH CO CO o -«:t< t^H Oi 2 parents-- CN'^CD-^'^COi-tr-l oo cm" >t ^1 a Q. g§g^g=gig«> lO 1—1 CO < (0 1- 1 parent— (M tH rH t>- ! CO CO ! ! I 1 1 CJ3 i CO ! i-l 1 1 1 I 1 T-H No parents- 11. •1- O c aa o u Ot^iOior^cococoooio oO ■^seviGo-^'-':icoc>.oo <3b ^ "S T-i -P o o a X] s 1 i a s s & Total ss 2 parents _ - t-^ to t-- OO (0 1 parent _— (0 fO O No parents- CO CO re O (I) l! i Total CTJ 00 CD CO * tA 0) C < 2 parents — CO oq (0 o J •a c 1 parent — l>- -,-1 O ira re o o at o No parents- •^ CO CM O T-H 1— t ■6 « St 1 2 Total i<2 1 0) 2 parents -- S3S t^ CO ^1 1 parent — to lO ^ CO (U "♦- iZ > O No parents- (M OO 1-1 T-H g ■Sfi ■S.S 1"' Total ^§8 2 parents _. 00 00 CO c^ c 1 parent _— "^ "as o o c o No parents- lO 3 .■5 (0 1 t I 1 1 1 1 1 1 1 T 1 1 I o 0) a 50 S ^£ 78 REPORT OF SOCIAL INSURANCE COMMISSION. SECTION 11. BURDEN WHICH ILLNESS OF WAGE EARNING FAMILIES PUTS UPON THE PUBLIC. Having seen what illne.ss is meaning in the families of the individual wage workers, the next question is "What burden is this illness putting apon the public?" The public loss interpreted as the social loss, is absolutely impossible of measurement, for the economic loss to the com- munity resulting from the great number of working days wasted through sickness can merely be guessed at. The financial burden, how- sver, can be estimated in part, and the commission made every effort Lo get an accurate statement of such public expenditures. The biggest item in the bill creditable to illness is the cost of main- taining the county (free) hospitals of the state. Since all but three af the county hospitals are in reality a combination of almshouse and hospital it would not be fair to credit all the expense of the institu- tions to care of the ill. The State Board of Charities and Corrections (the body having official supervision of these hospitals) consider it safe to count one-third of the beds as hospital beds proper and to allocate one-third of the total expense to care of the sick (two-thirds being attributed to support of aged indigents). The "outdoor relief" or public charity dispensed by the counties to persons made destitute by illness, ranks second. On the basis of its analysis of over 5000 public charity cases (previously discussed in this report) the commission felt it to be quite fair to estimate that in one- lialf of the outdoor relief cases, illness was a responsible factor of destitution. One-half of the funds spent for outdoor relief was, there- fore, charged to illness. Since the Associated Charities of San Francisco does the county relief work for San Francisco County its Jisbursements were also recorded and one-half allocated to illness. Medical outrelief or free medical, dental and nursing care furnished by the cities of the state is the third largest item. Communications sent to the largest cities of the state brought direct statements of the municipal expenditures for care of illness. On the basis of these adjusted statistics the following figures were 3ompiled for the year 1915 : \ y County hospital maintenance $1,210,176 75 Outdoor relief of counties 680233 9>2 Medical outrelief of cities 92 642 68 Associated Charities of San Francisco 83,653 62 $2,066,706 97 REPORT OF SOCIAL INSURANCE COMMISSION. 79 The alarming total of more than $2,000,000 means a direct burden on public funds. It was impossible to secure from the innumerable private charitable organizations, statistics of expenditures for the relief of illness. The following figures indicate that the expenditures for county outrelief have increased more than 100 per cent in the last four years : 1912-1913 $303,689 28 1913-1914 266,813 78 1914-1915 441,000 00 1915-1916 680,233 02 The cost of supporting county hospitals shows a like marked increase : 1912-1913 $581,315 20 1913-1914 603,095 33 1914-1915 ,_ 692,100 33 1915-1916 1,210,176 15 In addition to these county and municipal expenditures for the relief of illness, the cost of maintaining the free clinics which dispense medical charity to many wage earners and their dependents, should be considered in recording the financial burden sustained by the public. The following table shows the items of expense connected with the free clinics. In twelve of these charitable institutions the medical services are unpaid for. Number of clinica Value of druirs Cost of nursing Cost of medical and surgical care Total San Francisco and Oakland Los Angeles 11 10 $25,331 88 6,046 31 $28,758 07 17,110 OO $54,483 46 11,500 00 $108,573 41 34,656 31 Totals 21 $31,378 19 $45,868 07 $65,983 46 $143,229 72 In 5 cases value of drugs not known. In 1 case no drugs were dispensed. In 2 cases value of nursing not known. In 6 cases nursing was voluntary. In 1 case city nurses cared for clinic patients. In 2 cases cost of medical and surgical care not known. In 12 cases medical and surgical care were voluntary. *For details see Tables XXIX and XXX at end of section. It is evident from these figures that siclmess among wage earning families is already putting a tremendous financial burden on public funds. It is equally evident that this burden has been growing steadily larger. For the safety of the public funds, if for no other reason, it would seem imperative that some more fruitful method of dealing with this problem than the present arrangement of inadequate "relief work" be devised. An expenditure of a like amount for the preven- 80 REPORT OF SOCIAL INSURANCE COMMISSION. tion of destitution would stand out as a splendid investment in contrast to this disbursement of over two million dollars a year for merely remedial purposes. TABLE XXIX. Detailed Information Concerning Free Clinics, San Francisco and Oakland. Clinics Nurolier Number of cases of visits Value of dmgs Cost of nursing Cost of medical ar.d surgical cate 337 16,809 780 3,001 22,529 1,212 21,290 1,500 13,646 731 3,551 1,121 89,327 4,744 8,044 1 4,892 1 6,896 69,890 4,736 15,110 $45 85 14,490 OO ,1 3,200 00 1 434 09 200 00 743 72 3,818 22 900 00 1,500 00 $720 00 13,140 00 2 2 I Cooper's Institute $39,005 OC Hahnemann Hospital _ _. 1,490 00 Mary's Help Clinic 2 Mount Zion Hospital Clinic San Francisco Tuberculosis 2 4,098 07 316 fifi San Francisco Polyclinic Telegraph Hill Clinic 3,300 00 i 2,040 00 1 2 University of California Clinic Alameda County Society for Prevention of TuberculosiS-- Oakland College of Medicine- 4.560 00 =13,671 74 i. 2 900 OO " Totals 85,386 204,760 $25,331 88 $28,758 07 $54,483 46 'No record. ^Voluntary. 'Both hospital and dispensary (University of California Hospital). 'City nurses. TABLE XXX. Detailed Information Concerning Free Clinics, Los Angeles. Clinics Numlier of cases Number of visits Value of dn^s Cost of nursing Cost of medical and surgical care East First Street Dispensary_- Public School Dispensary Childrens Hospital _. _ 3,519 2,718 538 112 5,280 688 1 2,729 10,169 12,713 13,340 12,845 705 1,262 1 1 1 1 29,458 a 1 $1,151 51 3,509 97 30 91 4 44 00 1 109 92 1 1,200 00 1 $1,600 00 12,000 00 2 nsooo 3,000 00 2 1 360 00 1 =$6,300 00 1,200 00 Brownson House __ - _ 2 Dental Clinic ._. 2 Ann Street School" 2 Osteopathic Clinic 4,000 00 Pasadena Hospital Clinic' Selwyn Emmett Graves 2 2 East Washington 2 Totals „ . . 38,466 57,610 $6,046 31 $17,110 00 $11,500 00 'Not known. ^Voluntary. 'Cost of dentists (dental clinic). *None dispensed. 'City nurse — cost approximated according to amount of time spent in clinic work. "Figures given for six months only — approximate figures for one year used in table. 'Figures given for nine months only — approximate figures for one year used in table. REPORT OF SOCIAL INSURANCE COMMISSION. 81 SECTION III. EFFORTS OF WAGE EARNERS TO PROTECT THEMSELVES. In view of the hardship that illness brings to the individual wage earner, it was to be expected that there would be attempts at a coopera- tive shouldering of the burden. A painstaking investigation conducted by the commission disclosed the ways in which wage earners of Cali- fornia have organized to protect themselves against the losses due to illness. In all instances some form of health insurance was the method of protection employed. FRATERNAL ORDERS. By far the greatest number of persons thus protected are members of fraternal orders, whose rules prescribe that a certain cash amount shall be paid for a given number of weeks to members disabled on account of sickness. Some fraternal orders of California do not have this sick benefit feature. Some orders have the ruling that all the branch lodges must make such provision. In others, the giving of such protection is optional with the local lodge, while in still others the carrying of sick benefits is optional within the branch lodge with the individual member. To secure this data, the commission had to get in first-hand communi- cation with the various local branches of more than twenty orders. Not only is the maintaining of a sick benefit feature optional in some organi- zations, with the local, but in many orders there is no duty to report this feature to the central office. Thus the grand officers of the organi- zations were, themselves, unable to state how many of the branch lodges gave sick benefits. The courteous cooperation of these officials, how- ever, enabled the commission to secure directly from the locals a satisfactory statistical record. Complete responses could not be obtained in the case of a few organizations, but the commission is. satis- fied that it obtained a fairly accurate statement of the case. Data gathered show that almost 300,000 members are listed as entitled to sick benefits in fraternal organizations. This represents 35 per cent of the membership in all the fraternal organizations of the state.* There is of course a considerable amount of duplication in this membership list due to individuals joining several orders. The extent of such "doubling up" was impossible of computation. Officials of the various lodges guess it to be as great as 40 per cent or 50 per cent of the total enrollment. "Whatever the duplication, however, the^ membership is *See Table XXXI at end of Section III. &-27e28 8'-i KlirOTiT OF SOCIAL INSURANCE COMMISSION. substantial and the work of these protective organizations merits description and comment. The fraternal orders, organized and maintained for both social and protective purposes, are in most respects built along the same lines. They are all mutual benefit societies — democratically managed by their members. Excepting the very old and children, practically all persons in good health are eligible. The dues are about $1 a month, the bene- fits from $7 to $10 a week for about thirteen weeks (in some few instances twenty-six and fifty-two weeks, and in one, a small benefit, for life). The member is ineligible to benefits until a prescribed time after initiation, as a rule six months.* A small minority of the lodges give a medical benefit as well as a cash benefit and some few give doctor's services to the immediate family of the members. Major operations are usually excluded from the serv- ice guaranteed and only one lodge in the state, a lodge having several thousand members, was found giving hospital treatment. The officials of the various orders stated that the lodges are anxious to give special- ist care and hospital treatment and realize the need, but find it financially impossible to do so. The financial responsibility for such benefits is primarily with the local lodge. Some of the orders, however, safeguard the local societies by providing that the grand lodge shall assume the responsibility in the event of the failure of the local. Some lodges definitely state "that they assume no such responsibility." One lodge having almost 40,000 members protects, through the grand lodge, members of defunct branch lodges only in case they have been members for twenty-five years or more. This order at the same time requires the locals to give such benefits. The membership rolls of several of the larger orders were examined for the occupations of the members. The great majority proved to be the better paid wage earners. Except in the case of the organizations composed of foreigners of one nationality, few of the lower paid wage groups belong to these protective societies. Since the local lodge is always the primary and in some cases the final financial unit, the size of the lodge is important. The following *See Table XXXII. EEPORT OF SOCIAL INSUKANCE COMMISSION. 83 table compiled from the statistics of ten of the larger orders is illus- trative : Table XXXIII. Summary of Totals.* Distribution of Membership of Ten of the Larger Fraternal Orders of California. Number of lodges Number of mem- beis Per cent Cumulative Cumulative per cent Average number of members s Lodges Members Number of lodges Number of mem- bers Lodges Mem- bers Under 50 — , 50-99 327 471 306 111 46 18 19 10,944 33,456 42,358 26,808 15,765 7.850 17,615 25.19 36.29 23.68 8.55 3.54 1.39 1.46 7.07 21.62 27.36 17.32 10.18 5.07 11.38 327 798 1,104 1,215 1,261 1,279 1,298 10,944 44,400 86,758 113,566 129,331 137,181 154,796 25.19. 61.48 85.06 93.61 97.15 98.54 100.00 7.07 28.69 100-199 200-299 300-399 400-499 500 and ovor_ 56.05 73.37 S3.55 88.62 lOO.OO Totals -_- 1,298 154,796 100.00 100.00 Average membership per lodge is 119. *Detailed data shown In Table XXXIV, at end of Section III. The minimum of membership permitted is so small in most cases as to be of no importance, ten and thirteen being permitted. The method of decentralization of financial responsibility for sick benefits, unsound from an insurance standpoint, is not unalterable. According to actuarial experts a membership of 250 is the minimum for actual safety and only a small minority of the lodges exceed that limit. That so few of the lodges get into difficulty because of their sick benefit feature, is attributed by experienced fraternal officials to the fact that many of the members never apply for benefits to which they are entitled and to the fact that members through their loyalty to the order, pay assessments when deficiencies arise. Standardization by law of societies giving sick benefits, to the end that financial respon- sibility should be sufficiently centralized to rest upon groups of a safe size would be an easy process. Ten orders with a membership in 1915 of over 146,000 had accessible records of their receipts and disbursements which indicated that they spent more than $944,000 in sick benefit and other relief measures.* These fraternal orders have taught the lesson of health insurance to large groups of wage earners. They practiced it for years before social insurance was' heard of in America. The amount of destitution and suffering which they have prevented and alleviated is of real proportions. Yet from the standpoint of the needs which health insurance should fill, the fraternals find it impossible to meet all demands. Specialist attention, major surgical work, as well as general medical aid and hos- pital care for the wage earner and his dependents, in addition to a •See Table XXXV at end of Section III. 8-J- REPORT OP SOCIAL INSURANCE COMMISSION. substantial part of wages during disability are essential for full protec- tion. For the money which the fraternals can collect in dues, it is impossible to furnish all these things. The inadequateness of the protection they afford is due, however, not to defects of the fraternal orders, but to the fact that the burden which health insurance should carry and which they are attempting to sustain, is too heavy for the wage earning group alone, even when the insurance method is employed. TRADE UNIONS. The next largest medium for protection against the losses of illness, is the labor union. None of the central organizations of labor keep a record of whether or not the various unions have a sick benefit feature and therefore direct communication with all the unions of the state was necessary. Complete records of San Francisco and Los Angeles were secured and about 70 per cent of the unions throughout the state filed statements. The sick benefit of many unions, though administered by the local, is paid by the international union and there is no financial responsibility on the local organization. In others, the local union adds to the inter- national benefit, and to the exfent of the additional sum, has financial responsibility. Few of the unions have made provision for medical service in addition to the cash benefits. Reference to table XXXVI will show the number reporting such service to members. Aside from the unions entitled by law to the Marine Hospital, a negligible number give surgical treatment, and only one union reported hospital service as a benefit. No union reported medical service to the family of the member. The fact that trade unions, with the many other interests which take their attention, organize and maintain a sick benefit feature, is a real testimonial of the need of health insurance. Forty-one* per cent of the membership of organized labor in California is protected during iUness through union action. The protection afforded is less adequate to meet the needs of the situation than in the case of the fraternals. The com- ment previously made in regard to the protection offered by fraternal orders is equally true of the unions' sick benefit feature. The burden which health insurance should carry is too heavy for the wage earning group alone to sustain. BENEVOLENT SOCIETIES. Benevolent societies giving systematic protection of health insurance character are, in point of benefits, of two types. The French and Ger- man societies with a membership of 14,646 in the two cities of Los *See Table XXXVI at end of Section III. REPORT OF SOCIAL INSURANCE COMMISSION. 85 Angeles and San Francisco, own and maintain a hospital and clinic and have a staff of visiting physicians as well. Members pay from $1 to $1.25 dues and they are entitled to medical, surgical and hospital care for as long a period as necessary. Paying patients not members of the societies are admitted to the hospital and the cost of maintaining the hospital is partially met in this way. The Swiss Benevolent Society, the Ligue of Henry IV and several small societies put the emphasis upon cash benefits rather than medical care. No hospital is maintained by these organizations. The management of all these societies is in the hands of a board of directors, elected each year by the members themselves. The average duration of the membership of these societies is long and testifies to their usefulness. But from the standpoint of the needs of the wage earner, neither type offers anything like adequate protection. COMMERCIAL HOSPITAL ASSOCIATIONS. Similar to the French and German Benevolent Societies in some respects are the commercial hospital associations. These so-called "associations" are a form of insurance organization selling a certain type of health insurance. They are not mutual benefit societies as the name association would suggest, but are business ventures run for the profit of their owners and managed by their owners and not by the members. Most of them are stock corporations. Eighty of the hospital associations were found and studied. Their rules pertaining to membership and treatment are similar.* Members pay about $1 a month in return for which they are entitled to medical and hospital service in the case of diseases not excluded in the contract. Benefits begin immediately on the payment of dues. The following quotations from the contract of the North Americaji Hospital Association of San Francisco (one of the more liberal associa- tions) illustrates the things to which the member is not entitled : "That under this agreement, hospital service will not be pro- vided for more than three months when occasioned by any one illness or accident * * *, That under this agreement, no medical treatment, surgical oper- ations, hospital service, medicines, surgical dressings or ambulance service will be provided in cases of cancer, locomotor ataxia, tuber- culosis, confinement, or attending complications, abortion, miscar- riages, or diseases from which the member is suffering at date hereof, or has had previously, and not stated in his written medical examination. Change of life will be treated at offices of our asso- ciation, and at homes of members. No hospital service will be given *See Table XXXVII at end of Section III. 86 REPORT OF SOCIAL INSURANCE COMMISSION. for same. Treatment will not be given for venereal diseases during the first thirty days of membership, nor will hospital service be given for any venereal disease. No service will be rendered in any case of syphilis, insanity or attempted suicide. That under this agreement, this association does not furnish atomizers, syringes, suspensories, elastic stockings, crutches, trusses, ej'eglasses or other appliances. That under this agreement, members will not receive treatment for chronic conditions, relapses, complications or weaknesses arising from sicknesses which occurred previous to membership. This agreement hereby releases this association from all service for alcoholism and attending complications. Similar quotations from the contract of the Grace Darling Associa- tion (a branch of an association with more than 6,000 members) show even greater limitations: I understand that the association does not * * * furnish atomizers, syringes, suspensories, trusses, elastic stockings, or other appliances or accessories. * * * I also agree that my membership in said association shall not be construed to apply to any ease of miscarriage, confinement, or the results thereof, chronic female trouble, cancer, change of life, or for insanity, mental disease or epilepsy, or to require the association to furnish any medical or surgical treatment or hospital services at any time made necessary by use of intoxicating liquors or nar- cotics, nor from any disease or injury or chronic ailment from which I may have been suffering previous to the date thereof. No hospital service, special medicines, serums or "Wassermann tests for any venereal or genito-urinary diseases. Nor will the association treat members or provide hospital service for erysipelas, attempted suicide, scarlet fever, measles, rupture, paralysis, pregnancy, smallpox, tubercular or venereal diseases, bubonic plage, or any other diseases requiring isolation by law. Change of life will be treated at offices of medical staff or at homes of members only. Children 15 years or under receive home and office treatment only. The California Hospital Association of Sacramento excludes all dis- eases which might need specialist attention. Questions as to the members' rights in the field of medical attention are decided always by the company physician. A lawsuit is the mem- ber's only alternative to accepting his verdict. New members are in every case secured by solicitation. The agents, who also do collecting, are paid in some cases, salaries, and in most cases, fees according to the number of risks written. The cost of collection amounts to from 20 to 30 per cent of the gross receipts. Investigations proved that at least 20 per cent goes as profit to the owners. Thus only about $0.50 of every dollar paid by the members goes for the purchase of medical and hospital care. REPORT OF SOCIAL INSURANCE COMMISSION. 87 In no case do the doctors give all of their time to the association. In some instances the association is owned by a physician. In others, reg- ular doctors are paid salaries and emergency doctors are paid fees. The dentists and optometrists give their services for examination free. The diseases which these associations treat are so limited that the protection which they furnish the member is most inadequate. The short average duration of their membership is evidence of their failure to meet the members needs. COMMERCIAL INSURANCE COMPANIES. A few wage earners purchase insurance from private insurance com- panies. The annual report of the Insurance Commissioner of Cali- fornia does not separate accident and health insurance. It is impossible to make this separation because both accident and health coverage is sold on policies at one rate of premium. For the three years, 1913, 1914 and 1915, the total volume of business of accident and health insurance in California was as follows : Tears Premiums received Losses paid Loss ratio per cent 1913 . - $1,967,629 00 2,028,851 00 1,973,000 00 $907,397 00 918,443 00 912,888 00 46.1 1914 . . . _ 452 1915 -. - . . 46.2 The volume of business is somewhat modest and it does not show any tendency to increase. The gross cost is more than twice the net benefits. Since the commission was interested primarily in health insurance an effort was made to ascertain through direct inquiry from all the cas- ualty insurance companies how much of this volume was properly health insurance. Of course, this insurance is not limited to wage- workers. Accident and health insurance are classified as "commercial" and "industrial" insurance. Commercial insurance is written for the most part among persons outside of wage-earning groups at an annual or at least a quarterly premium. Industrial accident and health insur- ance is written mostly among wage-earning groups, or persons in similar economic conditions, at a monthly premium rate. In addition, there has recently developed a new form, designated as intermediate, with mod- erate benefits ,at a quarterly rate of premium. Various significant conclusions may be derived from data sent in by the insurance companies which covered from 85 to 95 per cent of the total volume of health insurance written in California. While the loss ratio fluctuates between 44.5 per cent and 47 per cent for the entire volume of business, it is substantially higher for accident than for health insurance, being approximately one-half for accident and less than 40 per cent for health. So far as the volume of business is eon- 88 REPORT OP SOCIAL INSURANCE COMMISSION. ' cerned, a little more than $300,000, or 20 per cent, can be claimed for health insurance. Even if we credit the health insurance business with 20 per cent of that part of the business which is not separated ' into accident and health, the total amount will still not exceed $375,000. Since the minimum annual premium is about $12, and it rises from that to possibly $35, it is evident that commercial health insurance busi- ness throughout the state does not cover more than about 20,000 people, very few of whom are wageworkers, or, in other words, it is of very little significance so far as the problem of sickness is concerned. Table XXXVIII at end of section 3 is illustrative of these facts. SUMMARY. It is then apparent that many of the wage earners of California have made efforts to protect themselves against the financial losses of iUness. They are providing certain types of health insurance for themselves in mutual benefit organizations such as the fraternals, unions and benevo- lent societies. They are purchasing certain types of health insurance from casualty companies and commercial hospital associations. Even assuming that there be no duplication among members of these mutual benefit societies and policyholders of the commercial companies, statistics show that little more than one-third of the wage earners of the state are protected through their voluntary efforts. The great majority of this one-third are the better paid wageworkers and not those of smallest earning capacity, who are even more in need of pro- tection. The protection secured in these various ways, while preferable to no protection at all is, from the standpoint of the wage earners' needs, inadequate. A guarantee of medical care (including specialist attention, hospital accommodation) for the wage earner and his dependent family, as well as a substantial cash benefit for the wage earner during disability, is the need which health insurance should fill. No such complete protection is afforded through existing insurance facil- ities for wage earners nor could it be for the price which the wage earners can and do pay for health insurance. The most extensive bene- fits are furnished by some of the fraternal orders and the most limited by the commercial hospital associations. The burden of illness, too heavy for the individual wage earner, is also too great for the wage earning group, even when the insurance method is employed. Contribution from other economic groups, responsible in part for the illness of wage earning families, toward the health insurance of the wage earners, would permit wage earners to secure really adequate protection without a burdensome tax on their earnings. REPORT OF SOCIAL INSURANCE COMMISSION. Table XXXI. Fraternal Orders in California. 89 Class Number orders Per cent Total mem- bership Per cent Mombersblp In sick benefit de- partment Orders in which all lodges maintain 21 6 10 8 35.59 10.17 16.95 13.56 ^223,175 6a445 ^95,719 103,756 35.40 9.58 15.18 16.46 223,175 Orders in which sick benefit is op- tional with lodge. (Accurate data) Orders in which sick benefit is op- tional with lodge. (Approximate data) 46,653 n4,548 Orders in which sick benefit is op- tional with members _ - - _ =6,844 Totals . - 45 14 76.27 23.73 483,095 147,372 76.62 23.38 291,220 Orders which do not maintain sick Totals 59 lOO 630,467 100 291,220 'Membership of two not known. ^Membership of one not known. "Impossible to determine membership of five orders. 90 RBPOET OF SOCIAL INSURANCE COMMISSION. c o W K C PRO O !5 e3 ^ 5 o ^ cS !SSl cd lO OS +j QJ A '^ O -^ a ^^ +3 Ta S ift 0-1 ga >." .= a> aS o d §^ [-1 EQ O +J o a tu ■S "go) £ 2* S ->. >. °s ^< " c ■y nJ '-^ S iDaj° •^ cj 01^ ^ |ii - M n.o o ^ S ira 03 (D m •»- n Xm ■a -s 'O "^ m''> ^ bj ■gSS C P! P CJ pj > S "^ "I « g p. OfQ OJ 0) w -, iJ Jj CD i_i S ti 8 M ss IS O a-s as ^■3 1 sas hi) *'-' ij 0.f5 '2J m H fH 7' .S t t< O.S g >!n di S oTco e-i* ;ss ■S" th r- CO ■WH CD CO 00 CO in !ss ses in ©q j O us r St-hco coi>os -*co©a SoqtN iHcOco coint- jwirs i>cor-i Oii-icO CD OT T-T (N w c> r-I CO Ci 00 fe" CO O CO CO C CO in lA Lo c -* in" in cq c rH i-( i-H 00 C 5 a ^ CO (N o E^oo CO W "!« Oi ■* iQ in i-( e5 CO in r-< •* CO t- cJio in Cl Ol o siS fr 1^ 55 S ^ OT ssa gss C^ CK) Ci CO W t- 00_^O^I_ o Oi' -1^ oq (N '^r tj tr CO 00 S w 00 cq (N el in CO (M in 55 5 in CO : O CO c S& Srr 'S' CS O CO CO ■* o CO in fiJ D- t> 5- cq c^ A oq cN in CO ift" a ■qi -r« ea in ITS in o I> t- co r- CO la t- T-i CD CO 00 i-l Oi i-H "^ "^ "^ ift" in -^ r- m U5 (M (M 64 oj 10 (M t- CM Cl t> t- t- -zj" ?>" of 1 n 00 Ci CO CO CO O '^ c r- S c oBSS iH IH W O O CO of CO CO ScS-*lft p,CO"*ift r-l i-H r I 1 1 i i Jeo-^ift -Qeo-^ift iSbiS oa '^SoiCO REPORT OP SOCIAL INSURANCE COMMISSION. 95 25,651 35,480 81,390 312,663 256,199 287,198 $530,809 607,603 525,516 $2,106,740 2,067,449 2,090,955 14,398 23,908 20,381 240,294 170,085 200,396 $350,035 311,328 320,219 $1,176,611 1,118,149 1,146,377 11,253 11,572 11,000 72,369 86,114 86,802 $180,774 196,275 205,296 $930,129 939,300 944,578 ^ & in rt H H H H rH 2 s a oJefcJ -^ " '^ H H i-t ?■"»-■ "'"' rt rt rH 36,260 32,023 41,748 306,316 296,381 303,066 $588,183 681,879 612,045 rt W H W H rt 1^ r^ H H H H T^ H H H H H H rH tH H rl T^ rl H H rH H H H H H rK H H rt H H H H ,^ 2,347 2,325 2,275 20,748 20,541 20,448 40,190 40,429 40,357 148,455 148,641 146,308 ?H M K ^ ^ S CO lO t- t- «5 «o pa M CQ 1,358 1,355 1,343 Independent Order ol B'Nai B'Eith— 1913 1914 Native Sons ol the Golden West— 1914 Totals (4 orders)— 1913 - 1914 1915 Grand totals— 1913 1914 1915 I •°5 rf £ CJ g 96 REPORT OF SOCIAL INSURANCE COMMISSION. TABLE XXXVl. Unions Giving Sick Benefits. Mem- bership Month- ly dues Weehly benefits San Francisco — Amalgamated Carpenters, Nos. 25B4, 2555, 2558 Bakers No. 2i 800 Bakery Salesmen No. 106=. 100 Barbers No. 148 I 77B Bartenders No. 41= ' 1,300 Bay and Kiver Steamboatmen^" ofO Boilermakers No. 6 ^__ J] 4 Boot and Shoe Workers No. 216- Brass and Chandelier Workers No. 158 Cigarmakers No. 228 Cloth Cap Makers No. 9 Cook's Helpers No. 110 Drug Clerks Association Electrical Workers No. 151 Electrical Workers No. 537 Elevator Constructors No. 8-. Garment Cutters Garment Workers No. 131 Grocery Clerks No. 648 Ice Wagon Drivers No. 519__..__ Leather Workers on Horse Goods Machinists No. 68 Marine Piremen^"* Marine GasoUne Engineers No. 471 Moving Picture Operators* Metal Polishers Milkers No. 8861 Milk Wagon Drivers No. 226 Millmen No. 42 Holders No. 164 : Painters No. 19= Patternmakers Plasterers No. 66 Plumbers No. 442 Post Office Clerks No. 2 Retail Clerks No. 432 Retail Shoe Clerks No. 410 Sailors Union of the Paciflci". Sprinkler Fitters No. 663 I 60 310 40 768 1,546 490 60 135 46 500 275 116 33 1,400 400 229 420 295 1,000 854 186 619 40O 340 107 180 4,000 22 $2 00 1 50 1 25 *14 00 1 00 1 75 =80 1 25 =30 =25 1 00 1 00 2 00 1 50 1 25 1 10 55 1 25 1 25 =30 1 00 75 1 00 1 60 1 50 1 60 ^14 OO 1 00 =40 *1 CO =65 150 1 30 1 00 1 00 1 00 75 1 30 •Fifty cents a quarter for sick fund. 'Not stated. ^Dues per day. ■■'Dues per week. - CO CO (N 1 ! iH CO t-- 1—1 1 1 CO CO ^ lO ^ ■Q o "^ "^ O 1 Irt Cv5 (M CM O CO CO s 1 •n tH 1— 1 1 iH « lO I i >< ^ ~ C3 00 7-1 cq 1 (M i-( ^ 1 u^ C^ CM E OJ T— 1 j I (M CO (d M IL <^ O CO -^ ii^ T-i C^ CO C^ 1 O --^ ■^ 0) cq CM E m o o CO CO ^ lo CO eg OQ 1^ CO l>- O o 3 o CO ■* i-H CO CO "* 1^3 Oi "i-H CO c o 53 1 • CO t>- CO 1-1 ■* >. CO CO h w 1 ^ cS s Ll T-lC^CMcMinOC^-* QO (M o c o in 1-1 T-H ^ lO :- 0) E 3 y 1! i-ic3soococoooaiOi eg CO CO CO z c 03 3 "■H ^ 1 1 D* 00 1^5 Tt^ CO O UD lo -^ oa li m 1 tH T— 1 tH 1-1 1> l-^ X M 111 -I m C0C001(?ClC0C^05rH O CO CO tH in lO < Ol h 1 » 1 1 ho 1 1 a 'V \^^ 1 2 a ^ ^a tn ^ 1,5a 1— 1 c3 1 I 1 I 1 1 I r ^I ' 1 '. ! ! 1 ! QJ I ! I ! ! ! ^ '^S 4J o M'^COOOOlCQ O OQ '*-< O -O ^ 1-1 W -rH (M -iJ) -1^ Sia» Francisco District. Medical benefits Cash benefits Wages of family head Males Females ChU- dreu Number with no medical benefit Total Males Females Number with no benefits Total Under $12 4 42 25 1 11 15 15 24, 85 220 124 10 125 120 101 118 89 262 149 11 136 135 117 143 89 261 149 10 136 1S4 117 142 89 $12 to $14 .. 262 $14 to $16 149 $16 to $18 11 136 $20 to $25 135 $25 to $30 1 1 117 143 137 2 903 1,042 1,038 1,042 TABLE XLIV.— Continued. Number of Family Heals Insured. San Francisco South San Francisco Family heads insured Famili- heads not insured Totals Familj' heads insured Family beads not insured Totals. Medical benefits Cash benefits _, ._ ._ 88 4 130 214 218 218 247 1 77 324 119 • 391 REPORT OP SOCIAL INSURANCE COMMISSION. 115 TABLE XLV. Amount of Duplication of Insurance for Cash and Medical Benefits In Relation to Wages of Head of Family In South San Francisco. Income of family head TJuder $12 $12 to $14 $14 to $16 $16 to $18 $18 to $2a $20 to $25 $25 to $30 $30 and ovei- Total Persona insured for cash benefits— Singly _ 10 28 3 S4 6 2 7 6 1 21 5 2 46 14 2 25 8 S 51 19 2 221 Doubly __ 61 Trobly 12 Totals — 10 14 31 58 9 42 77 14 14 3S 3 28 45 8 61 107 4 36 78 6 72 134 15 1 291 Persons insured lor med- ical benefits— Singly — - — -— 546 59 1 Totals 14 67 91 36 53 111 84 150 606 NOTE In the San Francisco District there were no persons insured In more than one fund or lodge. TABLE XLVI. Number in Family in Relation to Number of Rooms. San Francisco district South San Francisco Number Per cent Number Per cent Number of families having less than one room per person - _ _ - - 126 46 58 54.8 20.0 25.2 109 68 155 32.8 Number ol families having one room per person. Number of families having more than one room per person ._. _._ 20.5 46.7 Totals . . - - 230 100.0 332 100.0 TABLE XLVII. Number of Women Working In Relation to Wages of Head of Family. South San Francisco San Fran- cisco distllct Under $12 $12 to $14 $14 to $16 $16 to $18 $18 to $20 $?0 .to $25 — $25 to $30 -,- - $30 and over - Totals Head of family not wage earner or unemployed. Grand totals 46 52 14 5 2 4 2 31 9 40 116 REPORT OF SOCIAL INSURANCE COMMISSION. SECTION VI. HOSPITAL SPACE AVAILABLE IN THE STATE. Since the cost of hospital care at the commercial rates in California puts private hospital service beyond the reach of many wage earners, it is important to know what free hospital facilities are available. With the exception of a very few endowed institutions that maintain free wards and wards at reduced rates for needy patients, all the free hospital beds are found in the county (free) hospitals of the state. As previously stated,* only three counties of the state have institutions that are strictly hospitals, Los Angeles, San Francisco and Santa Clara. In the remaining counties the "hospital" is a combination of hospital proper and almshouse. In many of these institutions, equipment and general housing conditions are so deficient as to make the hospitals, in the estimation of the State Board of Charities and Corrections, abso- lutely unfit for the care of the sick. In the map I constructed to show the number of free hospital beds per thousand of population in the different parts of the state, the number per thousand of population of free hospital beds, irrespective of their fitness, is indicated by the letter (a), and the number per thousand of population of beds rated as "satisfactory" is indicated by the letter (b). This map divides the state into the districts suggested for health districts bj' the State Board of Health. The basis of rating by the State Board of Charities and Corrections was equipment onlj^ In several of the institutions counted as "satis- factory" in making this map, the nursing and medical service was so bad as to make the institutions rank as "poor." INSERT MAP TWO. With the standard of five beds per thousand in mind the absolute inadequacy of this hospital accommodation is apparent. Turning to the hospital equipment of the private hospitals a deter- mined effort was made by the Commission to record the number of ward and private beds in all the private institutions of the state. Two hundred and fourteen of these hospitals were listed and statements were obtained from 186. (A detailed statement of this data, allocated to the various counties, will be found tabulated at the end of this section.) Adding to these beds of private hospitals, the free beds classed as satisfactory, a fair picture of the total hospital equipment of this state is obtained. The number of these beds per thousand of •Chapter III. Section 2. KEPORT OF SOCIAL INSURANCE COMMISSION. 117 A' I. Id 0' 6.4-3 T A 0.90 vA-I.Ok &-0.Q0 -QM in: A-Q.Si A- 1.08 B-0.di 118 REPORT OF SOCIAL INSURANCE COMMISSION. population in the various districts of the state is indicated by the letter (a) in the map II. The letter (b) indicates the number of commercial beds.* For the two million persons who represent the wage earners and their dependents in the State of California, ten thousand beds should be available to conform to standards. The total hospital equipment which must serve the needs of the entire population is only 11,066 beds. The great majority of these beds, 8,621 in number,* are found in private hospitals and are available only at a price which most wage earners can not afford to pay. It is obvious from this statement of the hospital situation that many persons of small income who need hospital care must fail to receive it. The Commission made every effort to discover the percentage of the beds of private hospitals occupied each month so as to find out to what extent these hospitals were running close to capacity. Responses received were very unsatisfactory. The method of management and record keeping in the California hospitals is such that few institutions could furnish definite information. Not even a useful estimate of the percentage of beds in constant use could be made. Summary. The comparatively small number of hospital beds that are really available to the wage earners under present conditions, points to the imperative need from the public health standpoint of bringing more decent hospital service within the reach of persons of small income. The fact that the cost of hospital care is prohibitive to many persons who have no alternative except a request for charitable service points to the imperative need from the standpoint of social democracy, of pro- viding a way by which good hospital care can be paid for by persons of small income. *The total number of beds for the hospitals responding, as listed above, is 7,725. To allow for the 28 hospitals not responding, 896 beds were added, making a total of 8,621 commercial hospital beds in the state. This adjustment was made on the assumption that the average of 32 hospital beds, found for those hospitals outside of Alameda, Los Angeles and San Francisco counties, was a fair estimate of the average size of the 28 hospitals not responding. REPORT OF SOCIAL INSURANCE COMMISSION. 119 ? IL A' 4.33 isr H A- 5.76 A- 2.66 B-2.se 120 REPORT OP SOCIAL INSURANCE COMMISSION. Hospital Beds in Private Hospitals Shown by Counties. County Population 1910 Population 1917 (ad- justed 25%) Actual number of beds Number of beds per 1,000 popult'n Alameda Alpine Amador Butte Calaveras Colusa -- Contra Costa Del Norte El Dorado Fresno Glenn Humboldt Imperial Inyo Kern Kings lake Lassen Los Angeles Madera Marin Mariposa Mendocino --'. Merced Modoc Mono Monterey Napa Nevada Orange Placer Kumas Riverside Sacramento San Benito San Bernardino __ San Diego San Francisco _-_ San Joaquin San Luis Obispo. San Mateo Santa Barbara ._ Santa Clara Santa Cruz Shasta Sierra Siskiyou Solano Sonoma Stanislaus Sutter Tehama Trinity Tulare Tuolumne Ventura Tolo Yuba - 246,131 309 9,086 27,301 9,171 7,732 31,674 2,417 7,492 75,657 7,172 33,857 13,591 6,974 37,715 16,230 5,526 4,802 504,131 8,368 25,114 g,956 23,929 15,148 6,191 2,042 24,146 19,800 14,955 34,436 18,237 5,259 34,696 67,806 8,041 56,706 61,665 416,912 50,731 19,386 26,585 27,738 83,539 26,140 18,920 4,098 18,801 27,559 48,394 22,522 6,328 11,401 3,301 35,440 9,979 18,347 13,926 10,042 307,664 386 11,358 34,126 11,464 9,665 39,593 s,oa 9,365 94,571 8,965 42,321 16,989 8,718 47,144 20,288 6,908 6,003 630,164 10,460 31,393 4,946 29,9U 18,935 7,739 2,553 30,183 24,750 18,694 43,045 22,796 6,574 43,370 84,758 10,051 70,883 77,081 621,140 63,414 24,325 33,231 34,673 104,424 32,675 23,660 5,123 23,501 34,449 60,498 28,153 7,910 14,251 4,126 44,300 12,474 22,931 17,408 12,553 178 35 114 30 54 1,414 "eo" 61 16 lOT 16 40 618 16 136 375 121 139 278 37 40 106 96 2.05 "T79 2.24 4.20 4.01 2.42 1.48 9.00 2.24 - l.M 10.31 1.06 1.03 .67 1.71 1.46 9.12 2.43 .92 7.29 1.59 1.92 4.87 3.38 3.64 4.01 2.66 1.13 1.69 1.57 1.75 3.43 35 4.57 3.31 2.79 REPORT OF SOCIAL INSURANCE COMMISSION. 121 SECTION VII. CONCLUSIONS. Having examined the burden which illness brings to the individual wage earners and the burden which this illness spells to the public funds, having investigated the ways by which wage earners are seek- ing to protect themselves against the results of illness, as well as the efforts of employers to provide such protection for their men, with the facts of the field surveys analyzed and with the equipment of the hospitals and clinics of the state in mind — what are the conclusions that inevitably form themselves? The cost of scientific medical attention and hospital service, beyond the means of most wage earners, is forcing an increasing number of persons to seek medical charity and financial assistance when ill. Loss of earnings due to illness reduces more wage earning families to destitution than any other cause. Individual responsibility for illness threatens hardship and economic dependency to wage workers. The annual loss which the individual will suffer because of illness can not be foreseen. It may be nothing. It may be disastrously heavy. Yet the annual loss to the community consequent upon illness is a steady computable loss. The comparatively low sickness rate in California, an average of six days in contrast to nine days found by the Federal Public Health Service in other communities, would be a decided asset under a system of group responsibility. It means that the annual loss to the community due to illness is comparatively low and the pro rata cost of health insurance would be correspondingly low in California as compared with other communities. Group responsi- bility for illness through health insurance is the practical way to meet the problems created by illness in California. Illness is a possibility, not a certainty, in the life of any individual, and most persons to whom every dollar counts, are inclined to rely on the chance of escaping. Though many wage earners, recognizing the advantages of health insurance, organize in various ways to protect themselves, the great majority of poorer paid wage earners, most in need of protection, will not voluntarily seek it. Even among persons of better earning capacity who are still in the group who can not afford a long illness, there are many who do not see the advantages of the insurance method. Health insurance to be effective must be made compulsory upon the individual worker. An adequate protective system would guarantee the wage earner medical attention, including specialist care, surgical, hospital and ]22 REPOET OF SOCIAL INSUKAlSTCE COMMISSION. dental care for himself and his family in time of illness as well as a substantial part of wages for the maintenance of himself and family during his disability due to illness. The protection afforded by exist- ing health insurance facilities, useful though it is, is not and can not be made adequate for what the wage earners can and do pay. Some contribution from other sources than the wage earners themselves is necessary to secure adequate health insurance for wage earners. The greater part of the day is spent by the wage earner at his job. The conditions under which he works and which vitally affect his susceptibility to illness, are to a great extent under the control of his employer. The contribution by employers to the health insurance of their employees would give employers a financial incentive to make conditions at the job, as far as possible, conducive to good health. Thus prevention of disease, one of the desired ends of health insur- ance, would be stimulated. Investigations made of the sickness rate in various industries by the Federal Public Health Service have convinced that body that the strain of modern industrial life contributes toward the general illness of the workers, so from the standpoint of partial responsi- bility, contribution from industry would be justified. Furthermore (as, indeed, California employers who have experi- mented with health insurance funds at their own establishments, testify) health insurance of Avage earners would react to the decided benefit of industry through increased efficiency and a steadying influence on the average duration of employment. And as indirect beneficiaries, the employing group rightfully should contribute. Contribution from industry to the health insurance of wage earners is just and desirable. Since the community can control general conditions which affect the health of the wage earning group, it would be well for the com- munity to have a direct financial interest in the bettering of condi- tions in place of the general interest it now has in public health; second, contribution of the state would give the state the right to regulate and to control, and cooperation between health insurance and other official bodies interested in public health could be then worked out to advantage; third, the contribution to a scheme calcu- lated to prevent destitution, would be an admirable substitute for the present expenditure of large sums of public funds for the relief of distitution. Contribution from the state to the health insurance of wage earners is desirable. The present ladssez fadre method of ignoring the great problem of illness among wage, earning families until actual destitution demands public attention, is socially wasteful in the extreme. It means a REPORT OF SOCIAL INSURANCE COMMISSION. 123 heavy financial burden on public funds for relief, which at best is a most unsatisfactory palliative of the disease of destitution. Health insurance offers a sensible, practical method of eliminating ia part the most distressing features of the present social system, economic dependency and charitable relief. Health insurance would distribute a burden which now means hardship, suffering and lavish public expenditure, in such a way that it would be a burden no longer. Through its beneficial effect upon two-thirds of the population, health insurance would mean a tremendous gain in public health. Health insurance of wage earners would mean a tremendous step for- ward in social progress. CHAPTER IV. THE FIELD OF SOCIAL INSUR- ANCE—A GENERAL REVIEW. REPOBT OF SOCIAL INSURANCE COMMISSION. .127 SECTION I. INDUSTRIAL ACCIDENT INSURANCE OR COMPENSATION. The Commission does not think it necessary at this time to go into an exhaustive discussion of the problem of compensation for industrial accidents. The problem is a familiar one to the people of the United States, and especially of the state of California. Already thirty-four jurisdictions within the United States have legislated on the subject more or less satisfactorily. California, in 1911, was one of the first to enact an elective compensa- tion act and again one of the first to adopt a special constitutional amendment in order to make a compulsory act possible. "With the sole exception of the act of New York, and possibly Ohio, the benefits granted by the California Compensation Act are the most generous in the country. In the aggregate they are perhaps some 65 per cent greater than the corresponding benefit of many eastern states, as for instance New Jersey and Pennsylvania. The administration of the act is in the hands of an efficient commission, whose fairness is recognized by all parties concerned. The state has provided facilities for insurance through a state insurance fund, administered on principles of mu- tuality, to which every employer has recourse, if the price of insurance sold on commercial lines appears too high. Compensation is an essential part of social insurance, with a wider spread and larger history than all the other branches, and has been in many countries the precursor of these other branches. For a clearer and more comprehensive insight into the whole social insurance movement at least a general bird's-eye review of insurance against industrial accidents appears necessary. A plain chronological list of all the countries in which compensation laws have been enacted up to the present, will perhaps better than words demonstrate the almost universal adoption of this principle. In each case the first act is given. Subsequent enactments for purposes of revision, amend- ment, recodification, etc., are entirely too numerous to be listed here. As far as information is available, 42 foreign countries and 34 states and territories in the United States have passed such acts. 128 REPORT OF SOCIAL INSURANCE COMMISSION. Chronological List of Accident Compensation Acts. Foreign. 1884 Germany 1902 Luxemburg 1910 Lichtenstein 1887 Austria 1903 New Brunswick 1910 Servia 18&4 Norway 1903 Russia 1911 Tasmania 1895 Finland 1903 Belgium 1911 Peru 1897 Great Britain 1905 Cape of Good Hope 1911 Japan 1898 Denmark 1905 Queensland 1911 Switzerland 1898 Italy 1906 Nuevo Leon (Mex.) 1911 Saskatchewan 1898 France 1906 Venezuela 1911 Labrador 1900 Spain 1907 Hungary 1912 Roumania 1900 New Zealand 1907 Transvaal 1912 West Australia 1900 South Australia 1908 Alberta 1913 Portugal 1900 New South Wales 1908 Newfoundland 1914 Victoria 1901 Greece 1909 Bulgaria 1916 Ontario 1901 Netherlands 1909 Quebec 1916 Cuba 1901 Sweden 1910 Manitoba 1902 British Columbia 1910 Nova Scotia United States. 1902 Maryland 1912 Michigan 1914 Maryland 1908 U. S. Gov. Employees 1912 Rhode Island 1914 Louisiana 1909 Montana 1912 Arizona 1915 Wyoming 1910 New York 1912 Canal Zone 1915 Indiana 1911 Kansas 1913 West Virginia 1915 Montana 1911 Washington 1913 Oregon 1915 Oklahoma 1911 New Jersey 1913 Nevada 1915 Maine 1911 California 1913 Texas 1915 Vermont 1911 New Hampshire 1913 Iowa 1915 Colorado 1911 Wisconsin 1913 Nebraska 1915 Hawaii 1911 Illinois 1913 Minnesota 1915 Pennsylvania 1911 Ohio 1913 Connecticut 1916 Kentucky 1911 Massachusetts 1913 New York 1916 Porto Rico Of the 42 foreign acts only two passed before 1890, six in the decade 1890-1899, 21 in 1900-1909, and 13 in 1910-1916. Naturally the number is falling off, because there are few, if any, civilized countries in which the problem of compensation has not been met in some way or other. In comparison the beginning of legislation in the United States has been very much delayed, but on the other hand the rapidity with which the movement has extended throughout the country is almost amazing. Not even counting the acts declared unconstitutional, the 34 acts have almost all been passed in five years, 1911-1916. One state legislated experimentally in 1909, and another 1910, eight fol- lowed in 1911, four in 1912, when few legislatures met, nine in 1913, two in 1914, ten in 1915, and one in 1916. Literally the compensation movement, once the need was recognized, swept the country. REPORT OP SOCIAL INSURANCE COMMISSION. 129 CLASSIFICATION OF COMPENSATION AND INSURANCE SYSTEMS. In American legislation on the subject a distinction is usually drawn between compensation and compensation insurance, the latter being considered as only one aspect of the compensation legislation. Under this distinction compensation describes the changed relations between employer and employee, while compensation insurance establishes a new relationship between the employer and the insurance company. (1) The placing of the obligation to pay indemnity upon the indi- vidual employer is compensation. (2) The obligatory insurance of the employer against industrial accidents is accident insurance. This distinction recognizes the fact that when insurance is compul- sory, the duty to pay the benefits established by the law falls directly upon the insurance carrier, and the liability of the employer is a contingency only. Nevertheless in practice employers seldom retain their legal liability. The usual procedure is for them to reinsure it with a duly organized insurance carrier of some form, even if this is not required by the law. Compensation is thus transferred into insurance. Moreover, the very essence of the compensation legislation, making certain benefits payable upon the occurrence of certain events, is that of an insurance system, and this was clearly recognized in American legal discussions of com- pensation legislation, when the constitutional difficulty was raised that such acts made the employer an insurer of his employee. From a theoretical point of view all compensation legislation must be classified as a branch of social insurance, the insurer being sometimes the industrial employer, sometimes a cooperative organization of em- ployers, sometimes a mutual, and sometimes a stock insurance company, or as another alternative, the state. It is in compensation, therefore, more than in any other branch of social insurance, that the competitive struggle of various forms of insurance organizations has had its play. European experience has created a broad division of all the acts into two groups — ^those with and without compulsory insurance. In the United States the principle of compulsory insurance has evidently made much larger gains than is usually appreciated. In some form this principle of compulsory insurance is found in 22 states, though in 15 of these compensation itself is, in form at least, elective. In most of these states the pressure for election, or at least against nonelection, is so strong that they are substantially compulsory acts. It is true that in 16 out of the 22 states, there is an alternative to insurance, described as "self insurance," which consists in the fur- nishing of evidence of financial solvency or stability, prerequisite to 130 REPORT OF SOCIAL INSURANCE COMMISSION. exemption from insurance. This is almost altogether an American method of compensation. Netherlands is the only country in Europe which may show a precedent for this method. A significant feature is the development of state insurance, not only in Europe but in this country. Monopolistic state compensation insurance is found — In Europe: Norway, Switzerland. In United States: Ohio, "Washington, Wyoming, Nevada, Oregon, "West Virginia. Competitive state compensation insurance is found — In Europe : Italy, Netherlands, France, Sweden, Portugal. In United States: Maryland, New York, California, Michigan, Colorado, Pennsylvania, Montana. Altogether state compensation insurance is found in seven European countries and thirteen states in the Union. The type of insurance carrier very popular in Europe but not known at all in this country, is the compulsory mutual association, found as the exclusive form in eight countries, and limited to certain industries only in three other states. In several of the countries these organ- izations when organized on territorial lines, very closely approach state insurance. It is interesting to compare the development of state, mutual and private insurance in this field of compensation in the United States. In the Spectator for April, 1916, a table is given for 1913 and 1914: 1913 1914 Premiums wiitteu Per cent Premiums written Per cent Casualty companies $13,436,199 1,849,735 2,549,539 75.3 10.4 14.3 $30,865,136 3,974,279 7,533,516 72.8 Mutual companies 9.4 State funds _ _ 17.8 Totals . _ . -. _ — _ $17,835,473 100.0 $42,372,931 100.0 REPORT OF SOCIAL INSURANCE COMMISSION. 131 SECTION II. HEALTH INSURANCE. While all eompensation legislation may be considered as a form of social insurance because it results from definite state action, the various forms of health insurance can not all be classed as social insur- ance. The substitution of the new term "social insurance" for the older one "Workingman's insurance" meant a broadening of the con- cept from one point of view. From another point of view it involved additional limitations. The insurance of workingmen against sickness may and does occur irrespective of any governmental action. The presence of either financial governmental subsidy or the element of compulsion is essential, however, to social health insurance. Under this definition only two important countries in Europe, Italy and Spain, have made no provision for social health insurance. In the case of Italy the statement should be qualified with the comment that compulsory insurance has existed for railroad employees. The following table will indicate the dates at which the European countries acquired health insurance systems, and the nature of the insurance : Voluntary Subsidissed 1891 Sweden If » France 1892 Denmark 1^11 Switzerland 1894 Belgium Compulsory. 1910 Servia 1883 Germany l&H Great Britain 1884 Austria I&IS Russia 1891 Hungary 1912 Roumania 1901 Luxemburg 1913 Netherlands 1909 Norway Also for Special Industries. 1894 France (Mining Industry) 1895 Italy (Railroads) 1898 France (Seamen) Most of the health insurance acts do not prescribe the institution in which the insured workman must insure. A limited choice is as a rule permitted. In most countries a lower standard form of organization is recognized in which the workman must be insured if he has not selected some other alternative, and the selection between the various insurance institutions is often left, not to a single individual, but to a group of which he is a member. 132 REPORT OP SOCIAL INSURANCE COMMISSION. In general the following forms of organization for insurance of work- ingmen against sickness have developed : (1) The association of persons of a certain trade (in the old guild and the modern trade union), limited to a certain locality. (2) A similar trade association not limited to a certain locality, as for instance a large trade union with branches, or the special organizations for miners or railroad employees. (3) The association of persons irrespective of trade, in a certain locality — as a local friendly or mutual aid society. (4) The association of persons irrespective of trade or locality — the larger mutual aid society. (5) The establishment funds or factory funds consisting of em- ployees of one factory or other industrial establishments. The above types of insurance institutions are all of the cooperative or mutual type, organized and operated for mutual aid and not for profit. In addition to that there are or may be : (6) Insurance against sickness through commercial (stock) in- surance companies, and (7) Direct state or commercial insurance organizations. In studying the organization of sickness insurance in the various countries, two facts stand out with prominence : (1) Under no health insurance systems are private and com- mercial companies permitted to compete with the nonprofit making carriers. (2) Direct state insurance against sickness is almost equally rare. On superficial examination it may appear that the British health insurance act is an exception since the commercial life insurance com- panies were permitted to organize nonprofit making "Societies" to operate under the law. Though obviously this line of activity was undertaken by the insurance companies to further their own business of life insurance among wageworkers, it should be noted that the "Society" has an independent corporate existence and that its accounts must be kept entirely separate from those of the parent concern. This seeming exception is explained at greater length in the description of the British health insurance system. The nearest approach to a system of state insurance was the com- mercial insurance originally provided for by Germany for persons not insured in any other organization. This type of insurance was abol- ished, however, by the act of 1911. The insurance institutions of Himgary and Roumania appear at first glance to be national insurance institutions, but closer examina- tion shows them to be merely an agglomeration of many mutual units from the point of view both of organization and finances. It should be emphasized that from the point of view of insurance organization health insurance differs radically from compensation. In BEPORT OF SOCIAL INSURANCE COMMISSION. 133 the latter, competition between the principles of state insurance, mutual insurance and private stock insurance appears to be the vital issue. In health insurance on the other hand, practically all the insurance is in the hands of mutual organizations, whether voluntary or compulsory, and any competition that exists lies in the comparative ratio of growth or decline of the various types of mutual organizations. 134 KEPORT OF SOCLU. INSURANCE COMMISSION. SECTION III. MATERNITY INSURANCE. Theoretically, maternity (or specifically the act of childbirth) need not necessarily be considered a condition of sickness unless it be accom- panied by complications. Practically, however, it approaches sickness in that it always requires the attention of a physician (or at least a midwife, who renders what is a form of medical aid), as well as drugs and various surgical supplies, and also because it results in temporary incapacity or disability to perform remunerative labor. As a matter of fact, therefore, the ten compulsory sickness insurance systems of Europe contain provisions for maternity. A proper system of mater- nity insurance means, however, more than simply benefits required by childbirth. It means, also, a minimum cash benefit to cover the costs of the period of recuperation. The presence of the mother during the first weeks of life is a matter of vital importance. In addition to the ten compulsory insurance acts with their specific maternity provisions, there is the special Italian system of compulsory insurance for maternity, established in the absence of any compulsory sickness insurance; and finally, state sudsidies in all maternity cases to women in need are given in accordance with recent acts in France and in Australia. Compulsory — In conjunction icith sickness insurance. 1883 Germany 1910 Servia 1888 Australia 1911 Great Britain 1891 Hungary 1912 Russia 1901 Luxemburg 1912 Roumania 1909 Norway Compulsory — Independent systems. 1910 Italy Voluntary suhsidized. 1911 Switzerland' State pensions. 1910 Australia 1912 France REPORT OF SOCIAL INSURANCE COMMISSION. 135" SECTION IV. OLD AGE AND INVALIDITY INSURANCE. National eompukory systems of old age insurance are more recent and less niimerous than in other branches of social insurance. This, however, is not due to the lighter importance or disregard of the prob- lem of old age, but to much greater difficulties of a technical character, especially when the condition of invalidity or permanent disability complicates the situation. In a haphazard way mutual benefit societies in many countries, by gradual extension of the sickness benefit, drifted into invalidity insur- ance and even old age pensions, and not infrequently this practice created serious financial difficulties for the societies. To prevent such results, most sickness insurance laws (both compulsory and voluntary) prohibit the mutual insurance societies giving invalidity or old age annuities. As far as state activity is concerned, efforts to provide old age insurance, either through voluntary systems, or through compulsion for special industries only, antedate even the entire official history of social insurance which began in the early eighties. In Germany the old age insurance was enacted several years later than the other two branches, and for many years the German system was popularly assumed to be the only one of its kind. The last five years, however, have seen a very remarkable development throughout Europe in that direction. Evidently old age or invalidity insurance offers certain financial difficulties because it deals with cases of long duration requiring sub- stantial payments, and therefore, long accumulation of funds. In view of these difficulties, at least three different methods have been evolved in dealing with the problem: compulsory insurance, voluntary subsi- dized insurance and old age pensions. If, then, all the three systems are included, the list becomes quite an imposing one. Moreover, the list is far from complete as far as the funds of special industries are concerned, because information concerning them is diffi- cult to obtain, and the few industries listed must be considered as 136 REPORT OF SOCIAL INSURANCE COMMISSION. illustrations only of the familiarity with the compulsory method even outside of the countries with national acts of this character. Compulsory old age and invalidity insurance 1889 Germany 1906 Austria (salaried employees only) 1910 France 1911 Luxemburg 1912 Roumania 1912 Sweden 1913 Netherlands Also in special industries. 1884 Austria (Mining) 1885 Italy (Railroad) 1888 Russia (Railroad) 1894 France (Mining) 1898 France (Seafaring) 1909 France (Railroad) Voluntary subsidized. 1850 France 1851 Belgium 1898 Italy 1908 Spain 1910 Servia Old age pensions. 1891 Denmark 1898 New Zealand 1900 New South Wales 1901 Victoria 1907 France (includes invalidity) 1908 Australia (includes invalidity) 1908 Great Britain Voluntary state insurance (without 1864 Great Britain 1908 Canada EEPORT OF SOCIAL INSURANCE COMMISSION. 137 SECTION V. UNEMPLOYMENT INSURANCE. Comparatively little has as yet been accomplished in the field of unem- ployment insurance. In fact, for many years it was assumed that unemployment, because of its very indefinite character, was not, in technical language, an "insurable proposition"; that voluntary insur- ance must necessarily fail because of the adverse selection of risks, while compulsory insurance was unworkable because of the great danger of malingering. These impressions were strengthened by the failure of a very insignifiant experiment in compulsory insurance made in the small town of St. Gall, in Switzerland, in 1894. But the obvious fact that numerous labor organizations were con- ducting out-of-work benefits (which is simply another term for unem- ployment insurance), successfully, forced the reconsideration of the accepted point of view. An experiment in the Belgium city of Ghent, for which Mr. Louis Varlez is largely responsible, in municipal sub- sidies to trade union unemployment funds, achieved a certain success and led to the extension of the Ghent system throughout many cities in several European countries. Out of these municipal experiments grew national acts, shaped more or less on the Ghent plan, until finally the British government made the bold experiment of establishing unemploy- ment insurance on national lines, though for a few trades only. Notwithstanding the recent character of the movement for unemploy- ment insurance, the list of measures passed, or at least experiments being tried out, is not an insignificant one. Compulsory insurance. 1911 Great Britain Voluntary suisidimed. 1905 France 1905 Norway 1907 Denmark 1907 Belgium Unemployment insurance has also been established in numerous municipalities and communes at various dates, but notably during the last ten years, in : Belgium (over 40 communes) Germany (about 12 cities) Holland (about 25 Cities and communes) Italy (5 or 6 cities) Switzerland (3 or 4 cities) 138 REPORT OF SOCIAL INSURANCE COMMISSION. Here, again, we find one distinct type of insurance organization pre- dominating. Sid« by side with the employers mutual in compensation, the local mutual aid society in sickness, the state institution in old age insurance, the trade union out-of-work fund in unemployment has become the dominating type. There are, however, some exceptions. The British system is one of state insurance, but to a large extent the trade unions serve under it as agencies with which the insured persons deal. Again, in a few German and one or two Italian and French cities, direct municipal insurance systems exist to a very limited extent. In so far as the last form of unemployment insurance is still on trial, the choice lies between straight state insurance and trade union organ- izations. REPORT OF SOCIAL INSURANCE COMMISSION. 139 SECTION VI. LIFE INSURANCE. Life insurance — by which is meant an insurance against the economic effects of death of the breadwinner — has been the last to develop in any scheme of social insurance, and as yet very little has been accom- plished. But efforts to meet the problem are many. The economic consequences of death may be analyzed as those immediately connected with the cost of the last illness and the funeral, and the more remote consequences to survivors who have been dependent upon the deceased for support. The immediate needs may appear more pressing, but in the final analysis the problem of the dependent survivors, largely of the widow and orphans, is vastly more serious. Life insurance as sold by private insurance companies, whether stock or mutual, is almost universal among persons whose incomes are higher than the average. Cooperative, so-called fraternal insurance, usually on an assessment plan, is also fairly extensively used among wage- workers, but is far from universal, and being often without a sound actuarial basis is not alwa.ys altogether secure. In many industrial countries special forms of commercial life insurance are very popular among the wageworkers. In some localities practically all wageworkers carry some insurance of this kind. It helps effectively to meet the immediate problems of death, but accomplishes almost nothing towards the solution of the more remote but graver difficulties. Efforts at life insurance in the general program of social insurance, are directed, as they should be at relieving the distress of widows and orphans. To some extent other branches of social insurance are already doing this. The problem of funeral expenses is met partly by accident compen- sation and partly by sickness insurance. Death usually occurs as a result of sickness or accidental injury. "With few exceptions European and American compensation laws provide for funeral expenses. All compulsory sickness insurance acts (except that of England) require funeral benefits as an essential part of the minimum benefits of the funds. If death occurs as a result of an industrial accident, the more remote effects on the dependents are met more or less satisfactorily under a few laws, by lump sums; and under most by continuing cash benefits to widows, children, and sometimes other dependents, either for a limited time or during the entire time of dependency. It is natural that the attention of social insurance theory should be 140 REPORT OP SOCIAL INSURANCE COMMISSION. directed towards the problem of death when not due to industrial acci- dent. The prevalence of life insurance among persons of better incomes points to the developing of a similar system, but at lower cost, for wageworkers. The much more satisfactory results under the compen- sation system of continuing payments to survivors, argues for such a system rather than a lump sum payment at death. Early experiments were directed on the line of lump sum insurance, and more modern legislation endeavors to meet the need of dependents by survivors' pensions. The lump sum insurance method offers the dangers that large sums in the hands of inexperienced beneficiaries always present. Following is the list of the more important measures dealing with life insurance directly or by the modified way of widows and orphans pensions : Voluntary state life insurance. 1864 Great Britain 1850 France Compulsory widows' and orplmns' pensions. 1910 France (for a brief period of 6 montlis only) 1911 G€rmany Children's pensions and orphans' aid. 1911 Missouri 1913 Minnesota 1911 Illinois 1913 Nebraska 1912 Colorado 1913 Nevada 1913 California 1913 New Hampshire 1913 Idaho 1918 New Jersey 1913 Iowa 1913 Ohio 1913 Massachusetts 1913 Oklahoma 1913 Michigan 1913 Oregon 1913 Pennsylvania 1913 South Dakota 1913 Utah 1913 Washington 1913 Wisconsin 1911 New Zealand 1913 Denmark While the two foreign mothers' pension acts of Denmark and New Zealand are definitely granted to widows only, in each case on account of their children, many of the American acts include children whose father may be alive but disabled, or whose fathers may have abandoned them. Nevertheless, the bulk of relief under this act falls to widows and their inclusion under this caption is justifiable. REPORT OF SOCIAL INSURANCE COMMISSION. 141 SECTION VII. PRINCIPLES OF DISTRIBUTION OF COST. The four main forms of governmental activity in whieli the policy of social insurance usually expresses itself are ; 1. The creation of governmental insurance institutions. 2. Financial subsidy. 3. Shifting of financial burden. 4. Compulsion. And while seldom all these four forms of activity are exercised together, participation of the government is .essential to "social insur- ance. ' ' In the foregoing discussion emphasis was laid on the form of insur- ance and the principle of compulsion. It seems worth while to review the entire field primarily from the point of view of the shifting of the cost. Compensation for Industrial Accidents and Diseases. In regard to compensation the problem is a simple one. Practically without exception the compensation is entirely at the expense of the employers, or the industry. The important exception is the custom of several European acts of placing the burden of compensation during a certain preliminary period upon the sickness insurance system to which the workmen contribute a very substantial and sometimes a greater part of the cost, though in all such cases employers contribute to the cost of sickness insurance, and the cost of earing for the accidents is considerably lower than the amount of the employers' contribution to the sickness fund. This period equals 13 weeks in Germany, Russia and Denmark (in the latter there is no compulsory sickness insurance and the situation approaches that of a long waiting period), ten weeks in Hungary, 60 days in Sweden (no compulsory sickness insurance), and four weeks in Austria and Norway. In some of the countries this period is not very much longer than is, for instance, the waiting period, for which no compensa- tion at all is paid (as, for instance, Colorado, three weeks). Of course, in so far as the amount of compensation in no case equals the total amount of loss, it may be said that in all countries the workingmen share in the cost of industrial accidents. 142 REPORT OF SOCIAL INSURANCE COMMISSION. Health or Sickness Insurance. The data may best be presented separately for compulsory and voluntary systems. Contributions by tlie — Employee Compulsory systems. Germany Austria Hungary Luxemburg Norway Servia Roumania Russia Great Britain Netherlands ^'oluntal^l| subsidized. Denmark Sweden Prance Belgium Switzerland No No No No Yes^ Yes No No Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes No No No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 'Also the commune. The state subsidy is a feature of the voluntary systems, and the employers' contribution a feature of the compulsory systems. To the latter rule the law of Roumania is the only exception, and on the other hand many recent acts show a tendency to combine contributions from employers and state in the compulsory system (Norway 1909, Servia 1910, Great Britain 1911). Maternity Insurance. Since practically all the sickness insurance systems, especially the compulsory ones, and also those of Denmark and Switzerland contain the maternity insurance as a branch of its activity, the table given above will largely apply to maternity insurance. To this may be added the following acts : Contributions by the — State Employer Employee Italy (special compulsory act) Yes Yes^ Yes Yes No No Yes Prance (gratuitous pensions) No Australia (gratuitous pensions) .. . No ^Also the commune. REPORT OP SOCIAL INSURANCE COMMISSION. Old Age and Invalidity Insurance. 143 Compulsory systems. Germany Australia ]?rance Sweden Roumania Luxemburg Netherlands Voluntary subsidized. France Italy Belgium - Spain - . Servia Pensions. Denmark^ France^ Great Britain Australia New Zealand Contrlbutiong by the- Employer Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No Yes No No No No No Employee Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No ^Communes bear part of the cost. The three types are very well defined. All compulsory old age and invalidity schemes divide the cost some way among the three parties concerned. In the case of Roumania it is worth while noticing that this principle of division of cost has been adopted even though in com- pulsory sickness insurance the entire cost is placed upon the wage- workers themselves. In the voluntary subsidized schemes the state assumes part of the cost, but the employers can not be taxed. The only exception to this rule is the case of Servia. Just how the employer is to be reached in the case of voluntary scheme does not quite appear from the law, except that as the workingmen's insurance associations are authorized to carry this form of insurance, and as employers are represented in the manage- ment of those associations, the old age and invalidity insurance would only be affected when both employers and employees would agree to share the cost. In this case we are dealing with insurance that would be voluntary as far as a certain group of wageworkers is concerned, but compulsory for individuals within that group. 144 REPORT OP SOCIAL INSURANCE COMMISSION. Unemployment. In general, the same principle governs as in sickness insurance. In the only compulsory unemployment insurance system — the English — contributions from both employers and the state are required, while the voluntary systems carry with them a public subsidy. Contributions by the — ^ermnSr Employer Employee Compulsory Great Britain system. Vohintary systems. Belgium Prance IJenmark Norway German cities Dutch cities Italian cities Swiss cities Yes No Yes Yes Yes Yes Yes No Yes No No Yes No Yes No Yes No Yes Yes Yes Yes Yes No Yes No Yes No Yes No Yes No Yes No 1 Yes No Yes Life Insurance and Widows and Orphans Pensions. Contributions by the — Irfical goT- enimeut Employer Compulsory systems. Germany Prance ._ Netherlands Voluntary systems. Prance ■ Great Britain Canada Massachusetts Wisconsin Pension systems. Denmark New Zealand ... California Massachusetts Pennsylvania Wisconsin All other states of the Union Yes Yes No Yes No No Yes No Yes Yes Yes Yes Yes Yes No Employee No Yes No Yes No Yes No No No No No No No No No No Yes No No No Yes No Yes No Yes No Yes No Yes No Yes Yes Yes Yes Yes Yes Yes Yes No No No No No No No In voluntary life insurance the cost is supposedly chargeable entirely to the insured. There is, however, a hidden subsidy in some cases through the state assuming part of all the cost of administrations. In REPORT OP SOCIAL INSURANCE COMMISSION. 145 the various sy^stems of pensions to widows on account of surviving children, the line of demarcation is between those comparatively few acts which mal^e the central government assume the entire cost and those which place the entire burden upon the purse of the localitj^ (city, county or commune) and finally those acts which endeavor to force both jurisdictions to participate in the cost. 10—27626 CHAPTER V. HEALTH INSURANCE IN EUROPE. PART I. COMPULSORY SYSTEMS. PART II. VOLUNTARY SUBSIDIZED SYSTEMS. ./» REPORT OF SOCIAL INSURANCE COMMISSION. 149 PART I. COMPULSORY SYSTEMS. SECTION I. GERMANY. It is definitely recognized that the modern social insurance movement began with German legislation in the early '80s. It is more difficult to assign the origin of the German insurance legislation to any definite period. The political development of social insurance may be traced back in Germany to the early '70s. The first laws in the field of social insurance, the early bill of 1881 and the sickness insurance and accident insurance acts of 1883 and 1884, were themselves but an adaptation of existing institutions in the states composing the empire. Back of this political development there was a more fundamental growth of workingmen's insurance. Mutual insurance among wage- workers within the present boundaries of the German empire is prac- tically as old as is the system of wage labor itself. The form of organization of the original mutual societies was varied. There were guilds which provided sick benefits for master workmen. Sick benefit funds were gradually organized in connection with many larger indiistrial establishments, and in the second half of the century many voluntary benefit societies were formed more or less on the model of the English friendly societies. The continued activity of all the various benefit societies was not inconsiderable. In 1876, when an imperial act for the registration and control of these societies was passed, the number of organizations was estimated at some 12,000 and their membership at 2,000,000. Still more significant is the gradual development, not only of volun- tary mutual insurance, but also of those elements which go to make up a system of social insurance. In a general way they are: compulsion; enforcement of contribution from the employers; and state subsidy, though all the three principles are not necessarily present in every social insurance plan. Every one of these three principles has been in force in the legislation of various German states for decades before the so-called first social insurance law was enacted in 1883. One of the earliest general laws relating to compulsory insurance against sickness was adopted in Prussia in 1845, authorizing communes to require apprentices to join sick benefit organizations. Later laws of a similar character were enacted in several other German states. Brunswick, Saxony, Bavaria, Baden, Wurtemburg and Hanover had such com- pulsory legislation in some form or other. 150 REPORT OF SOCIAL INSURANCE COMMISSION. The principle of a compulsory contribution from employers was recognized by a Prussian law in 1849, which authorized communes to require employers to create sick benefit funds for their employees and to assume part of the cost. A further extension of the principle of compulsory sickness insurance was contained in the German industrial code of 1869. Even direct insurance of wageworkers by the communal authorities with subsidies from public funds was established in several states in the '70s. Perhaps the main difference between these earlier enactments and the system of health insurance inaugurated in 1883 was that the exer- cise of the powers of compulsion in the former was left to local authorities. The national system of sickness insurance was established by the act of June 15, 1883, with many limitations, on somewhat experimental lines. It developed through much additional legislation, -extending the application of the act to new groups, or modifying and broadening its provisions, until in 1911 a final recodification of all the existing legis- lation was promulgated. The most important acts are those of May 28, 1885, covering certain groups of wageworkers ; the act of April 10, 1892, making further extensions and also certain other modifications; the act of June 30, 1900, permitting the inclusion of home- working ,(or sweated) industries through governmental decree; and the act of May 25, 1903, which among other changes, broadening the service of the sickness insurance, increased the minimum duration of benefits from 13 to 26 weeks. The general insurance code of July 19, 1911, at present in force, brought together all existing social insurance legislation and made various further extensions in the application of the sickness insurance system. Extent of Compulsory Insurance. The extent of application of the compulsory system of sickness insurance was a gradual growth. The original act of 1883 applied to all workingmen and technical employees in mines, quarries, factories and other industrial concerns. The act of 1885 extended it to inland transportation, and made special provision for emplpyees of govern- ment railways, post and telegraph service. The act of 1892 added employees of commercial establishments, in offices of attorneys and notaries, and officials of the various social insurance institutions, also the office force of the postal and telegraph administration. The largest extension was accomplished by the code of 1911, which substituted for the weighty enumerations of the earlier acts, a briefer but much broader classification. The main groups for the first time included in the national compulsory sickness insurance system in 1911 were the laborers in agriculture and forestry, about 3,000,000 ; domestic servants, 1,100,000; casual laborers, 400,000; out-workers, 300,000; REPORT OF SOCIAL INSURANCE COMMISSION. , 151 and various other minor groups of professional and semiprofessional employees, such as druggists, teachers, members of theatrical companies, etc., 250,000; giving a total of over 5,000,000 persons covered by the new law. The system as in force at present covers : - 1. Workmen, assistants, journeymen, apprentices, and servants. 2. Establishment officials, foremen and other employees in similar positions. 3. Clerks and apprentices in commercial establishments and pharmacies. 4. Members of theatrical companies and orchestras. 5. Teachers and tutors. 6. Out- workers (or home workers). 7. Crews of sea-going vessels, not otherwise provided for; and crews of vessels in inland transportation. For the groups 2 to 5 in the above list, which cover commercial and professional pursuits, a further limitation exists exempting from the compulsory insurance persons earning over 2,500 marks ($595) per annum. The intent of the law is evidently to include all wageworkers at manual labor and small-salaried employees in so far as they can be conveniently reached for the enforcement of compulsion through their employers. A few minor groups are specifically excepted from the compulsory system. It does not seem necessary to enumerate them in detail. In general these are groups either provided for in another manner, such as government employees in military service temporarily engaged in civil employment, or persons teaching without remunera- tion, while learning their occupation. The importance of these exceptions is further neutralized by the system of voluntary insurance which is connected with the compulsory system. The privilege of voluntary insurance is extended to : 1. All employees receiving not over 2,500 marks ($595), who are not under compulsion to insure. 2. Members of the' family of the employer employed in his establishment without any remuneration. 3. Small employers with not over two employees subject to insurance. The provisions for voluntary insurance are not all a dead letter. While complete statistics on this point are lacking, data for several large city funds seem to indicate that voluntary members constitute some 8 per cent of the total insured membership, or about nine volun- tary members for each 100 compulsory members. With a total of some 14,000,000 or 15,000,000 insured, this would indicate about 1,200,000 voluntary members. 152 REPORT OF SOCIAL INSURANCE COMMISSION. The gradual extension of voluntary insurance is best shown by the following statement of the number of persons insured since 1885: Year Male Female Total 1885 3,515,275 5,266,319 5,838,195 7,313,855 8,349,779 10,291,532 Not av Not av Not av 778,898 1,313,220 1,690,326 2,206,908 2,834,697 3,663,441 ailable ailable ailable 4,294,173 1890 - - 6,579,539 1895 7,525,524 1900 . - - 9,520,763 ]905 11,184,476 1910 . . - - 13,954,973 1911 -_ . . . . . . 14,518,760 1912 . __ . . . __ _. _ U4,150,582 1913 -. „ — . -. — — - — ^14,555,669 ^Exclusive of members of mutual aid society, about 1,000,000. The membership constituted in 1910 about 21.5 per cent of the total population of the empire, and 49.7 per cent of the population gainfully employed. It is impossible from the data at hand to determine the actual increase because of the extensions of 1911 ; moreover the dis- turbances of the population due to the war, make any statistical esti- mates at present exceedingly unreliable. If the increase had actually amounted to the full five million, the proportion to the population would be some 30 per cent and to the gainfully employed population over 67 per cent. Organization of Insurance. The German system of sickness insurance for workmen has often been referred to in American publications as "State Insurance." Except in a very general way this description is altogether inaccurate. The machinery for carrying on sickness insurance is altogether of a mutual character. Even the one type of insurance through the medium of local governmental authority (to be referred to presently) has been abolished by the code of 1911. As the comparative advan- tages of state, commercial and industrial insurance form a subject of much discussion in this country, it will be necessary to describe the organization of insurance carriers in some detail. German theory of compulsory social insurance recognizes two types known as "Zwangsversicherung" and "Versicherungszwang" — "com- pulsory insurance ' ' and ' ' compulsion to insure. ' ' The distinction is not only a verbal one. The former implies compulsion to insure in a pre- scribed institution, and the latter compulsion to insure with freedom of selection of the carrier. The organization of sickness insurance in Germany presents a process of gradual transition from "Versicherungszwang" to "Zwangsversich- erung," the freedom of selection of the insurance carrier having been narrowed down considerably. "When the first law was passed, the government endeavored to utilize REPORT OF SOCIAL INSURANCE COMMISSION. 153 existing institutions as far as possible, only requiring the adoption of the legal minimum scale of benefits. These were : 1. The miners' funds (Knappschaftskassen). 2. Factory funds, or establishment funds (Betriebskrankenkassen). 3. Guild fund (Innungskrankenkassen) existing for the organized handicrafts under the industrial code. 4-5. Two groups of free mutual aid or friendly societies (Hilfs- kassen) registered either under the imperial act of 1876 (Ein- gesehriebene Hilfskassen) , or established under various state laws (Landesrechtliche Hilfskassen). 6. Communal (or parochial) sickness insurance (Gemeinde Krank- enversicherung) operated strictly through the local govern- mental authorities. The multiplicity of these organizations may appear somewhat confusing at first glance, until it is remembered that, with the exception of the last form of communal insurance, all these forms of organization of workmen's insurance exist in this country as well — in establishment funds, trade funds, usually administered by unions, and fraternal societies of local or national character. To these existing organizations were added by the law, two new types : Builders' funds (Bannkrankenkassen) which are practically temporary establishment funds, made necessary by the temporary character of building operations and the high hazard of the industry, and finally Local funds (Ortskrankenkassen) local organizations either on trade lines or without any trade distinction, but in either case including employees of many employers. These were organized to offer an insurance medium for groups or individuals heretofore unprovided for, but in course of time local funds became the most important of all other forms as the following table will indicate : [n 10 OO Mem 3ers. 1885 1893 1898 1903 Members Per ceut Members Per cent Member? Per cent Members Per cent Oommunal 587 1,585 1,261 12 25 V31 lU 13.7 S5.7 29.4 .3 .6 17.0 3.3 1,237 3,240 1,783 31 91 662 63 17.1 iU 26.1 .3 1.1 9.8 .9 1,410 4,079 2,280 18 159 '766 57 15.6 46.9 27.0 .1 i.e 9.1 .7 1,499 4,975 2,574 « 16 231 887 42 14 3 Local 48 6 Factory 26.0 Building .1 Guild — 2.2 Mutual aid 8.4 State mutual aid .4 Totals Mining 4,295 377 100.0 7,107 468 lOO.O 8,770 556 100.0 10,224 685 ICO.O 4,672 7,675 9,326 10,909 154 REPORT OF SOCIAL INSURANCE COMMISSION. In 1000 Members. 1908 1910 1913 Members Per cent Members Per cent Members Per cent Communal __ _ __ __ __ 1,688 6,320 3,174 12.7 61.1 26.0 1,672 6,846 3,274 17 296 9S8 36 12.8 52.4 25.0 .1 2.3 7.1 .3 1,738 7,739 3,711 10 368 12.9 Local . B7.0 27.3 Building _ . 24 ' -T 1 Guild 269 913 36 2.1 7.7 27 Mutual aid State mutual aid - - Totals — _ 12,324 865 lOO.O 13,069 886 lOO.O 18,566 989 100.0 Mining — Grand totals 13,189 13,955 14,555 This development took place through the comparative number of organizations and has remained about the same during the entire 30 years. The various funds in 1885, 1910 and 1913 were as follows : In 1000 Members. 1885 1010 1913 Members Per cent Members Per cent Members Per cent Communal 7,125 Local '' 3,700 Factory | 6,500 Building .' lOJ Guild 1 224 Mutual aid . IRIR 87.2 19.3 28.8 .5 1.2 9.3 2.5 1.0 8,217 4,752 7,957 46 818 1,262 136 166 35.1 20.4 34.0 .2 3.6 54 8,033 4,678 7,699 26 906 * 37.4 21.8 35.9 .1 4.1 474 .6 .8 150 195 .7 19,137 lOO.O 23,354 100.0 [ 21,492 lOO.O *Not included in statistics. The local funds have grown in the average number of their member- ship from 415 in 1885 to 1,440 in 1910. A similar growth in the average membership of other funds has taken place, though not to sueh a degree, the average membership of all funds increasing from some 240 to 600. The organizational changes introduced by the code of 1911 are sub- stantial. The local and factorj^ funds are recognized as the standard, because they are the most efficient types of compulsory sick insurance. The mutual aid funds have not been abolished, but the organization of new funds of this character has been discontinued. A minimum mem- bership requirement of 1,000 is destined to further discourage insurance in these funds under the law. They are known as substitute funds, and their function under the present system i.s of secondary importance. Another even more radical change has been the elimination of direct communal insurance and the creation in its stead of a new type of local REPORT OF SOCIAL INSURANCE COMMISSION. 155 funds for agricultural laborers, domestic servants, persons in casual labor or in home industry, that is, certain groups, largely of an agricultural class, the evident purpose being to protect the old ' ' local funds ' ' against the difficulty of insuring these groups of low paid labor. Benefits Given. In accordance with the underlj'ing principle of local autonomy under careful central supervision, the law requires that certain minimum bene- fits be granted, and allows considerable latitude in the extension of these benefits within limits prescribed. The four essential benefits provided are : 1. Medical aid. 2. A money benefit. 3. Maternity benefit. 4. Funeral benefit. The medical aid must include at least the services of an attending physician, drugs and ordinary surgical supplies ; appliances, trusses and glasses are specifically included. Medical aid is given without any restriction from the beginning of sickness, during all the period of insurance, and during 26 weeks of continuous disability. The standard money benefit is 50 per cent of the wages, though not the actual wage, but a standard wage is meant. The insured are classified into different wage groups but the basic wage in any group can not exceed five marks ($1.19) per diem. The maximum normal sick benefit is therefore 60 cents per day. This benefit is granted from the fourth day of disability up to 26 weeks. The required maternity benefit is given to insured women and equals the amount of the sick benefit for eight weeks, si.x of which must be after the confinement. This is in lieu of and not in addition to the medical aid and money benefit for sickness. The funeral benefit in case of death of the insured equals 20 times the basic wage. But while these four forms of benefits constitute the legal minimum required by the sickness insurance funds, they give a very inadequate conception of the entire service rendered. In various ways the insur- ance may and does extend the minimum amounts, and within the pre- scribed limits of the acts establishes even other benefits dealing with sickness. These so-called optional benefits may be classified as follows : 1. Increase of compulsory benefits. {a) Increase of sick benefits up to 75 per cent of wages. (&) Grant for Sundays and holidays. (c) Extension of sick benefits up to 52 weeks. 156 REPORT OP SOCIAL INSURANCE COMMISSION. (J) Reduction or abolition of waiting period in all cases, _ or only in eases of industrial accidents, or in cases lasting over one week, (e) Increase of benefit payable to family when insured receives hospital treatment, from one-half to the full amount of the sick benefit. (/) Increase of funeral benefit, up to 40 times the daily wage. (g) Increase of minimum for funeral benefits to 50 marks ($11.90). 2. New benefits. (a) Hospital treatment. (&) Nurses' attendance. (c) Appliances to prevent disfigurement or deformity. (d) Grant of special diets. (c) Grant of other therapeutic means. (/) Sick benefits (up to one-half of the regular sick benefit) to insured persons under treatment in hospitals. (g) Pregnancy benefits up to six weeks. (/(.) Medical treatment for ailments due to pregnancy. (i) Nursing benefits (or motherhood benefits) up to 12 weeks after confinement, (i) Convalescent care up to one year after illness. 3. Extension of benefits to dependents. (a) Medical treatment to dependent family. (b) Maternity benefit to wife of insured. (c) Funeral benefits for death of consort or child. Many of the funds, and especially the larger ones in the large cities, have embodied some of these permitted extensions, of which the most important are the increase of the money benefit above the legal minimum of 50 per cent, the extension of both the medical and money benefit beyond the minimum of 26 weeks, the establishment of a compulsory hospital benefit, which is not specifically required by the law, increase of the duration of the maternity benefits, convalescent care and exten- sion of the medical, maternity and funeral benefits to the immediate family of the insured. This very wide utilization of the possibilities of democratic management of the fund (to be explained more fully presently) is a ver_y significant feature of the development of health insurance in Germany. Concerning one or two of these features accu- rate information is available. The minimum duration of benefits under the original law was 13 weete. By the act of 1903 this was increased to 26 weeks. In point of the number of weeks for which cash benefits are given, the great majority' of the funds have not exceeded the mini- mum requirements. Increase of the weekly benefit over the minimum amount is much EEPOET OF SOCIAL INSURANCE COMMISSION. 157 more frequent. The following table shows the per cent of the number of funds which have gone beyond the minimum per cent of wages : 1888 1910 so % 60 % to 66 2/3 % 66 2/3 % to Tj % 50 % 50 % to 66 2/3 % 66 2/3 % to 75 % Communal 10O.0 92.1 89.8 96.3 86.0 99.8 83.0 79.8 95.6 79.2 .1 14.6 16.2 2.2 17.0 1 Local , 5.7 7.5 .7 10.0 2.2 2.7 3.0 4.0 2.4 Pactory 4.0 Building - 2.2 Guild 3.8 All funds 94.7 90.7 3.9 6.8 1.4 2.5 88.1 80.9 9.8 15.7 2.1 All funds without communal 3.4 Detailed information concerning some of the extensions by large funds is given in I. G-. Gibbon's Study of Medical Benefits in Germany and Denmark (page 278), for 28 large local funds, with a combined mem- bership of 1,100,000. Eighteen of these funds paid sick benefits of 50 per cent, one 55 per cent, one 58-^ per cent, sis 60 per cent, and one 62^ per cent. In two funds the waiting period was reduced to two days, and in five funds to one day. One fund extended the period of money benefits to 34 weeks, two to 39 weeks, and three to 52 weeks. Ten funds provided' convalescent homes, and eight had day convalescent resorts. Twenty-one out of these 28 funds granted medical aid to the members of the family, and 12 gave drugs as well. Seventeen funds have provided funeral benefits in case of death of the wife, and of these, 15 also paid the funeral expenses in case of death of children. The financial basis of the German sickness insurance system has not -been changed throughout the 30 years of its existence. The cost is distributed between the employers and the employees, the former pay- ing one-third, and the latter two-thirds. Ostensibly no direct financial subsidy is granted by the public purse. Indirectly the imperial, state or communal authorities assume a certain part of the cost of the system. The central authorities pay for the supervision of the system. A large amount of treatment is given to insured persons in public hospitals for charges greatly below cost. Under the direct communal insurance, abolished by the act of 1911, deficits frequently developed Avhich were assumed by the public authorities. There had been considerable agitation for increasing the employers' contribution to equal that of the insured employees, or one-half of the whole cost, when the codification of the insurance acts was discussed, but this change did not materialize. It is said that the insured em- ployees preferred to pay two-thirds of the cost and retain two-thirds of the voting power in the management of the funds. As far as the mutual aid funds are concerned, which are entirely under the control of their membership, no subsidy is granted by the 158 REPORT OP SOCIAL INSURANCE COMMISSION. employer, and the workmen who prefer them to any of the regular carriers must bear the entire cost. This, of course, holds true of the voluntary insured members in any of the funds. The actual amounts are not, however, specified in the law, and con- siderable latitude is allowed to the individual funds. It is recognized that the amount of contributions must vary as the cost varies, and that the latter is affected not only by the extent to which the funds go into the optional benefits, but also by local variations of climatic and sani- tary character, and differences in age, sex and occupational distribu- tion of membership. The contributions by employer and employee must be fixed as a per- centage of the basic wages, and the normal maximum established is 4^ per cent. Beyond this amount, an increase requires the concurrent decisions of both the employers and the employees separately voting on the administration board of the carrier unless such an increase is neces- sary for the purpose of providing the regular (or minimum) benefits. Even in the latter case such a concurrent agreement is necessary to in- crease the total contribution above 6 per cent, this emergency arising but seldom. In fact, no funds charging above 6 per cent are found in the statistical reports, over 60 per cent of the funds charging from 2 to 4^ per cent. There has been some increase in the cost because of the material in- crease in the minimu.ni benefits in 1903, the groAving cost of medical aid and the larger exercise of the power to grant additional benefits : Funds charging — 1888, per cent, 1912. per cent. 1 to li per cent of wages 49.7 IJ to 2 per cent of wages 20.1 2 to 3 per cent Of wages. 1 28.3 3 to H per cent of wages 1.9 4i to 6 per cent of wages 21.5 16.2 40.8 19.8 1.7 The most frequently used ratio of contribution is therefore from 2 to 3 per cent. The contributions are highest in the local funds, which as a rule give the largest service, and lowest in the communal insurance, now replaced by the rural funds which deal with the lowest paid employees : Rate of Dues in 1912. Communal insurance Local sick funds Establishment funds Miners' funds All funds Per cent of wages ItoU 48.9 1.3 6.8 5.8 21.5 24.5 26.6 50.6 8.4 37.0 2.7 11.7 49.1 29.5 2.9 21.1 46.6 25.1 1.4 16.2 40.8 19.8 1.7 REPORT OP SOCIAL INSURANCE COMMISSION. 159 The right to increase the dues whenever this appears necessary, and in general to adjust the dues to the level of expenditures, in view of the compulsory character of the insurance, permits the whole system to run on an admittedly assessment basis. No requirement is placed upon the funds to accumulate actuarily correct reserves, and thus a great many complications of an actuarial character are avoided. The building up of a small reserve fund not to exceed the average budget of one year is required. The administration of the sickness system is simple and democratic. Each fund has a general committee and administrative board. On the general committee one-third of the members is elected by the em- ployers and two-thirds by the insured employees, and the members of the administrative committee are elected by the two groups of the general committee separately and in the same proportion. The funds prepare and adopt their own constitutions and by-laws subject to ap- proval by the central authorities. The control of sickness insurance, as well as of other branches of social insurance, is vested in a compre- hensive administrative machinery consisting of an imperial insurance office and state insurance offices for the various states, superior insur- ance offices, and finally local insurance offices, as branches separate for the minor administrative authority or groups of such units. A few data concerning the business operations will indicate the extent to which the German sickness insurance system must influence the life of the wageworkers. Receipts of all Funds (Except Miners' Funds). 1886 1890 1895 1900 1905 1911 1912 1913 Dues from employers) and em- ployees $13,072,852 21,383,039 27,571,087 39,020,649 58,961,265 102,204,654 110,331,040 115,909,260 Entrance fees ^Included with "dues." ^Included with all other. $287,297 332,222 315,566 394,528 447,137 Interest on investment $195,226 553,852 750,453 1,218,499 1,545,476 Loans paid In $40,834 252,594 301,262 795,622 1,113,328 All other receipts $694,139 1,055,165 1,546,432 2,259,151 3,136,606 4,417,066 5,246,044 5,349,979 $14,290,337 23,576,872 30,484,800 43,688,449 65,203,812 106,621,620 115,577,084 121,259,239 160 REPORT OP SOCIAL INSURANCE COMMISSION. Expenditures, Investments Excluded. Year Benefits Adminls- ti'ation All other Total Per cent of adminis- tration expense Per cent of admlniB- tration to beneats paid 1885 $11,281,229 20,001,523 24,947,723 37,571,917 55,274,045 70,551,947 74,496,997 85,617,675 98,983,399 $805,520 1,283,676 1,769,980 2,563,207 3,723,835 4,863,338 5,281,066 5,140,414 6,167,^4 $443,196 779,939 1,100,717 1,873,672 2,982,880 8,014,466 13,642,827 3,260,792 8,859,323 $12,529,945 22,065,038 27,818,420 42,008,796 61,980,760 83,429,761 93,420,889 94,018,781 103,000,076 6.6 6.0 6.6 7.1 1890 -. 6.4 1895 -_ .. 7.1 1900 6.4 ' 6.8 1905 6.3 6.7 1910 _. 6.4 6.9 1911 _ 6.6 7.1 1912 fi.7 6.0 1913 6.2 6.6 Expenditures for Benefits. Tear Medical Medical and drug supplies Money benefits Maternity benefits Funeral benefits Hospital carei Total 1885 - — $2,156,604 3,994,462 5,507,682 8,176,865 12,640,927 18,192,838 19,933,505 20,380,724 22,358,051 $1,683,139 3,376,563 4,315,963 6,186,960 8,242,947 11,475,470 12,654,754 13,020,038 14,355,602 $5,702,225 9,492,319 10.794,783 16,649,419 24,470,440 32,356,773 36,552,748 35,794,829 38,446,842 $136,855 241,358 433,641 607,967 1,089,777 1,530,871 1,618,199 1,715,038 1,803,748 $520,851 780,642 883,844 1,262,026 1,511,453 1,776,023 2,029,064 1,888,035 1,911,602 $1,061,655 2,116,179 3,011,908 4,694,680 7,318,501 10,832,982 12,289,207 12,818,912 14,107,554 $11,281,229 1890 1895 1900 20,001,523 24,947,723 37,577,917 55,274,045 76,164,957 85,077,477 K,617,576 92,983,399 1905 1910 .. 1911 _ 1912 1913 - ^Including- small amounts for care of convalescents. The financial data given illustrate the "current cost" system of sickness insurance in Germany. Contributions from employers and employees practically constitute the entire income. Income from the interest accounts hardly reaches 2 per cent of the total, and "all other receipts" are largely accounts of sums in transit. The economy of administration is striking. Eliminating "all other" expenditures, which are also largely transit accounts, the expense of administration is only -about 6.5 per cent; for every dollar spent in benefits the administration costs less than 7 cents. The assets accumulated are comparatively small. On the whole, they have not reached the amount of the year's income prescribed by the law, constituting about two-thirds of such income. Money benefits and medical aid constitute the two main services of the system. Adding medical aid, supplies and hospital treatment together, the cost is even higher than the money benefits, but equals the combiued amount of the ordinary money benefit, the maternity benefit and funeral benefit. The cost of the latter two is not high. It amounts to about 5 per cent of the total budget. Proportionately the cost of medical aid, supplies and hospital has increased faster than that of the money benefits, partially because of the increase in the price REPOKT OF SOCIAL INSURANCE COMMISSION. 161 paid for these seryices, but also because of the substantial extension of these services. On a per capita basis the cost of the system has grown as follows : Cost of Relief Per Member. Average cost Tear etc. Money benefit aid Supplies Hospital expense Total istration Per case of sickness Per day ot sickness 1890 $3 80 $1 44 $0 61 $0 51 + $0 48 $3 04 $0 20 $8 31 $0 50 1896 3 71 1 44 73 57 $0 40 18 3 32 21 9 23 54 1900 4 15 1 75 86 66 49 20 3 95 24 10 21 68 1995 - 5 33 2 19 1 13 74 65 23 4 94 30 12 42 63 1911 1 08 * * * * * 6 42 39 15 18 SI 1912 7 79 « • •k * * 7 01 44 16 47 84 1913 -• 7 97 , . # * * * 7 36 50 17 60 S7 •Figures not available, tincluded in all other. For a due appreciation of these figures it is necessary to remember that under the German system of compensation, all industrial injuries during the first 13 weeks are taken care of by the system of sickness insurance. The amount of medical aid and money benefits which the sickness funds are called upon to render naturally ranks with the indus- trial hazard of the trade, but on the whole, estimates seem to indicate that some eight per cent of the total cost of the sickness insurance system is chargeable to industrial accidents. Statistical information in regard to sickness experience collected under this comprehensive system is very voluminous. Elsewhere use is made of this information for the purpose of throwing some light upon conditions in this country. It may be advantageous in this place, however, to quote a few figures which indi- cate the extent of the work done in terms of sickness rather than in figures of financial cost. Cases of sickness Per 100 members Days of sickness Per member 1885 1890 1895 1900 1905 1911 1912 1913 1,804,829 42.0 2.422,350 36.8 2,703,632 36.9 3,679,285 38.6 4,451,448 39.8 6,308,009 43.3 6,525,858 46.1 6,630,840 45.1 25,301,178 39.176,689 46,470,023 64,916,827 88.082.296 124,372,461 128,381,213 133,685.017 5.9 6.0 6.2 6.8 7.9 8.6 9.1 9.0 11—27626 162 EEPOKT OP SOCIAL INSURANCE COMMISSION. SECTION II. AUSTRIA. The adoption of compulsory sickness insurance in Austria by the law of March 30, 1888, was a direct result of the influence of Germany 's earlier action of 1883. The conditions in Austria previous to the legislation were almost an exact counterpart of those in Germany described above. Alreadj' a variety of mutual or establishment funds for insurance against sickness existed. By an act of 1854 such funds were created for miners. An ordinance of 1859 created factory and guild sickness funds and even made employers contributions com- pulsory, though membership in these funds was not always compulsory for the employees. Voluntary benefit societies on local or other lines grew up. In 1879 there were some 860 organizations with a member- ship of over 300,000, and a budget of some 2,000,000 florins, or about $800,000. After several efforts to remedy the situation by partial meas- ures, a bill for compulsory sickness insurance after the German pattern was introduced in 1885, and after three years of parliamentary discus- sion, became a law in 1888. This followed almost immediately after the adoption of the accident compensation law in 1887. The system remained without any great modifications. Sickness insurance is compulsory for all manual laborers regardless of their earnings, and for office employees earning less than 2,400 crowns ($487) per annum in: 1. Factories, smelting plants, mines, shipyards, quarries, estab- lishments using or manufacturing explosives, and all establishments using mechanical power. 2. Building trades and all operations in connection therewith. 3. All establishments subject to the industrial code and other business undertakings. 4. Railway and other land transportation, and inland navigation. Sickness insurance does not cover outworkers, domestic service, agri- culture, forestry, navigation, nor fishing on high seas. As the evolution, so the organization of the sickness insurance sys- tem in Austria has followed closely that of Germany. In fact, in almost all respects the Austrian sickness in.surance system is virtually identical with Germany. The increase in the number of persons insured in Austria has been gradual because there has been practically no substantial extension of the act by subsequent amendments. KEPOKT OF SOCIAL INSURANCE COMMISSION. Total Number Insured. 163 Male Female Total 1,209,930 1,607,943 1,958,967 2,203,322 2,821,361 338,895 458,492 540,963 640,923 872,753 1,548,825 2,066,435 2,499,930 2,844,245 3,694,114 1890 1895 1900 1905 1912 In general the tendency in Austria, as in Germany, has been for the increase in the membership of the local district funds at a faster rate than that of the other funds, but the tendency has not been as strongly marked, while as far as the number of funds is concerned, the miscel- laneous funds have actually increased in proportion, only the establish- ment funds declining. Number of Funds. 1S90 1900 1913 Funds Number Per cent Number Per cent Number Per cent District ... 545 1,427 3 632 53 20.5 53.7 .1 23.8 1.9 568 1,336 2 866 141 19.5 45.9 .1 29.7 4.8 582 1,204 52 1,307 263 17.2 35.3 Building 1.5 Guild 38.3 Priendly societies 7.7 Totals . — — 2,660 lOO.O 2.913 100.0 3.408 100.0 Number of Insured. 1890 1900 1912 Fxmds Number Per cent Number Per cent Number Per cent District 550,606 565,642 663 230,578 261,336 35.6 32.6 "l4"9 16.9 1,038,785 664,677 339 367,427 428,702 41.5 26.6 "lil 17.2 1,592,768 797,529 6,542 630,510 666,765 43.1 Establishment . _. . 21.5 Building . ._ .2 Guild .. 17.1 Friendly societies .. 18.1 Totals 1,548,825 lOO.O 2,499,930 100.0 3,694,114 lOO.O The financial basis of the Austrian fund resembles that of the German fund, but the sickness insura.nce system is responsible for the care of industrial accidents only during the first four weeks of disability as against 13 weeks in Germany. The normal maximum of premium payments is 3 per cent of wages, and an increase above that amount is surrounded by many restrictions. The funds are required to put into the reserve 20 per cent of their annual contributions, until a reserve equal to twice the amount of 164 KEPOET OF SOCIAL INSURANCE COMMISSION. average annual contributions is accumulated. An important financial provision is that requiring the formation of federations of district funds within the larger territorial areas. The main purposes of the federations are : to provide an additional reserve fund in the nature of a reinsurance fund ; to make investments for funds ; to employ supervising inspectors for funds ; and to compile statistics. The receipts and expenditures of all the sick benefit funds, converted into American denominations, are as follows : Keceipts Expenditures Conti-ibu- tions All other Total Insurance benefits AdminlS' tration All other Total SuiTJlUS 1890 1895 1900 1905 - 1910 1913 $4,664,940 6,677,482 8,973,412 11,447,576 16.259,219 17,496,796 $363,017 445,382 609,609 799,008 1,233,805 1,342,361 $6,017,957 7,122,864 9,683,021 12,246,684 17,493,024 ■ 18,839,167 $4,099,382 6,784,485 8,129,338 10,368,022 13,894,369 15,787,706 $364,588 516,838 727,349 976,836 1,525,763 1,655,951 $140,273 267,960 400,113 491,666 764,128 771,802 $4,604,243 6,569,283 9,266,800 11,836,524 16,184,240 18,215,459 $413,714 553,581 326,221 410,060 1,308,783 623,697 The cost of administration appears somewhat higher than in Germany, running on the level of about 9 per cent to the actual expenditures for insurance benefits. The average receipts and expenditures per member for the same year were as follows : Heceipts per member Expenditures per member Tear Contri- butions at member Contri- butions .,, ^, of em- •"' °">er ployer Total For in- surance beueflts Admin- istration AU other Total 1890 _ . $2 10 2 26 2 48 2 76 3 16 3 46 $0 91 97 1 11 1 27 1 52 1 71 $0 23 22 24 28 36 40 $3 24 3 45 383 4 31 604 5 67 .$2 65 280 325 365 4 01 4 67 $0 23 25 29 34 44 49 $0 09 13 16 17 22 23 $2 97 3 ]8 1896 — 19C0 .. .. 1905 1910 4 16 4 67 1913 - 5 39 The distribution of the expenditures for insurance benefits according to the main division of benefits was as follows : Tear Sloli beueflts Physicians' compensa- tion Medicine, Supplies, etc. Hospital treatment . Funeral benefit Total 1890 1895 __ $2,494,464 3,460,594 4,833,430 6,097,714 7,855.705 8,679,047 $730,800 1,044,638 1,443,127 1,862,781 2,791,964 3,278,223 $668,047 748,268 1,088,892 1,370,250 1,778,055 2,000,652 $180,467 357,077 626,176 765,310 1,141,3U 1,450,631 $135,604 183,918 237,713 281,967 327,324 379,153 $4,099,382 6,784,4K 8,129,338 10,368,022 13,894,359 15,797,796 1900 .. 1905 1910 . .. 1913 REPORT OF SOCIAL INSURANCE COMMISSION. 165 The per capita cost of the benefits has somewhat increased, though the proportion between the various services has not changed materially, except that the amount spent on hospital services has shown a propor- tionately faster rate of increase. Tear Sick benefits Physicians' compeusa- tlon Medicines, supplies, etc. Hospital treatment Funeral benefits Total 1890 - 1895 $161 167 19S 2 15 2 27 2 67 $0 47 51 58 65 81 97 $0 36 36 44 48 51 59 $0 12 17 21 27 33 43 $0 09 09 09 10 09 11 $2 63 1900 2 80 1905 1910 1913 .. 4 01 The large amount of work done as well as the rapid increase is suflftciently demonstrated by the following brief tables : ♦Cases of sickness 1890 - 1895 . 1900 - 1905 . 1910 . 1913 . 770,903 971,753 1,262,095 1,476,961 1,721,316 1,751,123 •Per 100 mem- bers *Numbep of sick members 49.8 47.0 50.6 51.9 49.6 51.8 626,809 783,883 1,002,466 1,165,414 t t •Per 100 mem- bers Num- ber cases sick per 100 Child- biith 40.5 123 37.9 124 40.1 126 41.0 128 t t + t 1 26,780 41,846 61,053 60,696 66,198 62,288 Per 100 female mem- bers 7.90 9.18 9.44 7.91 7.03 6.35 Number of deaths Per 1.000 mem- bers 15,925 20,094 23,846 27,080 27,731 27,370 10.3 9.7 9.5 9.5 8.0 8.1 •Exclusive oi confinement. tData not available. It is significant that there has been practically no increase in the proportion of members calling for financial aid; though the number of cases has increased. This is entirely due to the rising proportion of eases to the number of sick members; even this proportion has not increased alarmingly. A more eloquent measure of the extent of the work done is furnished by the proportionate number of sick days paid for. It is also preferable to give these data separately by sex. Cases of sickness Average duration of case in days Average number of days of -sickness per member Deaths per 1,000 members Tear Male Female Male Female^ Male Female Male Without confine- ment With confine- ment Female 1890 „ 49.9 47.9 62.3 54.1 49.5 44.0 44.1 44.5 14.7 16.3 16.3 16.7 17.1 18.7 19.3 19.6 7.32 7.85 8.06 9.05 8.44 8.23 8.50 8.74 10.48 10.68 11.10 10.98 10.0 9.8 9.2 9.6 11.2 1895 — 9.6 1900 1905 8.8 9.3 'Exclusive of conflnement. 166 report' op social insurance commission. The average niimber of sick days has increased materially for the male membership, but not for women. It is usually recognized that men, especially of the working class, are less likely to take care of their health, and an explanation suggests itself that they were slower in acquiring the habit of demanding medical care for ailments not acute. REPORT OF SOCIAL INSURANCE COMMISSION. 167 SECTION III. HUNGARY. The system of sickness insurance in Hungary, introduced by the act of 1891, was strongly influenced by the experience of both Germany and Austria, and presents cojnparativel.y few novel principles. In 1907 the sickness insurance law was codified, together with the new accident insur- ance or compensation law, into one enactment. The original act included industrial establishments, mines, quarries and metallurgical establishments, larger construction undertakings and transportation (except High sea navigation) and commercial establish- ments. The list covered fairly completely manufacturers, mining, con- struction and commerce. The revision of the act in 1907 added no new important group, but specifically included governmental monopolies, state and municipal undertakings and a few others. An important change of the newer act was that of bringing out- workers under the compulsory system. Deep sea navigation and domestic service, however, still remain outside the compulsory law. Within the establishments covered by the law all persons are sub.ject to the compulsory insurance unless their earnings exceed 2,400 kronen ($487) per annum, or eight kronen ($1,624) per diem. Voluntary insurance is open to various groups exempted from the compulsory system. These include domestic servants, outworkers, artisans, ordinary day laborers (casual workers), members of the family of insured persons, students in educational laboratories, and agricul- tural laborers. The most important change introduced by the act of 1907 was in the organization of insurance. In a sense this law presents the first experi- ment of a state sickness insurance fvmd on national lines. The law of 1907 consolidated all the local funds into two national insurance funds. In scope of activity the Hungarian system follows closely the Austrian system requiring virtually the same minimum benefits. It is significant, hrwever, that the grant of free medical and obstetrical aid to the members of the family is required. Hungary was the first to do this. The rate of dues, determined in percentage of the assumed average wage, can not be less than two per cent or more "than four per cent, and is shared equally by employer and employee instead of the German division of one-third and two-thirds. Of course the vokintary insured members pay the entire premitim. 168 REPORT OP SOCIAL INSURANCE COMMISSION. Statistics of the sickness insurance system in Hungary are shown in the following table : No. ot funds Membership Total Average per fund Tear MalB Female 1895 — — — 425 458 440 500,202 555,512 637,277 69,273 79,838 101,845 569,475 635,350 739,122 1,340 1900 -. 1,387 1905 1,680 INCOME AND EXPENDITURES. Income. Tear Dues Other Total Per capita 1895 1900 - - $1,463,971 1,818,070 2,383,341 $261,824 262,007 362,386 $1,725,795 2,080,077 2,746,727 $3.03 3.27 1905 3.71 Expenditures. Tear Money benetit Adminis- tration Other Total Per capita 1895 - - $1,197,687 1,696,280 2,105,234 $212,736 257,110 3J4,406 $205,266 145,301 201,807 $1,615,689 1,998,691 2,651,446 $2.81 1900 - - 3.15 1905 -- - - 3.59 There has been some increase in the per capita cost of the system, but not an alarming one. The average expenditures have increased from $2.84 in 1895 to $3.59 in 1905. The cost of administration in Hungary is higher than in Germany, perhaps because the dimensions of the sys- tem are very much smaller. It represents usually about 12 or 12.5 per cent of the total income. The essential data as to statistics of sickness may be added for pur- poses of comparison with those of other coimtries. Tear Number ot sicit persons Cases of slcltness Sick days paid for Hospital Total days Siclt per 100 Cases per 100 Sick days per mem- ber Sicli days per case 1895 .- .. 112,022 198,504 233,170 141,042 228,133 295,940 1,249,875 2,479,858 3,389,383 288,790 509,137 590,497 1,538,665 2,988,995 4,081,892 19.67 30.46 31.55 24.77 35.91 40.04 2.7 4.7 5.3 13.7 15.4 17.1 1900 — _ 1905 Similar data for the cases of maternity are interesting ; Tear Number of parturients Days com- pensated Average number of days per case Number of cases per 100 female members Average number of days per female member 1895 _ 2,033 6,132 7,557 37,049 150,539 168,764 18.22 24.55 22.33 2.93 7.68 7.42 .53 1.89 1.66 1900 1905 .. REPORT OF SOCIAL INSURANCE COMMISSION. 169 SECTION IV. LUXEMBURG. With a population of some 360,000 and a close economic dependence upon Germany by virtue of its membership in the German Customs Union, the little duchy of Luxemburg followed closely the German ideas of legislation, in this as in many other branches. It deserves separate mention because some of its problems, for the very reason of its small size, somewhat approach the problems of many smaller states of our Union. The compulsory health insurance law of Luxemburg was enacted July, 1901. Fourteen years of parliamentary discussion preceded final legislative action. The earlier act of 1891 was not stringent, and applied to "approved" societies, that is, such organizations as were willing to subject themselves to the requirements of the law for the sake of the standing and the reputation of soundness which governmental control gave. The compulsory sickness insurance law of 1901 covers all employees working for wages or salaries (in the labor cases when salary does not exceed 10 francs per diem or 3,000 francs per annum) in the following establishments : (1) Steam railways, street railways, transportation by land, inland navigation. (2) Mines, quarries, etc. (3) Postal, telegraph and telephone service. (4) Factories and metallurgical establishments. (5) Building and construction. (6) Commercial establishments. (7) Establishments utilizing mechanical power. Agriculture, domestic service and office work not connected with the other types of establishments enumerated are not covered. In 1906 the number of insured equaled 36,915 persons, or 14.62 per cent of the population. The organization of insurance carriers is much smaller than in Ger- many. Only three types of such carriers are recognized by the law : (1) Mutual aid societies. (2) Establishment funds. (3) District or local funds. Of 66 insurance carriers, 35 were district funds, 48 establishment Innds iind only tlirue mutual aid societies; but the few district funds 170 REPORT OF SOCIAL INSURANCE COMMISSION. claimed a membership of some 13,895, the 48 factory funds some 21,677 members and the aid societies 125. The benefits guaranteed by these institutions quite closely follow those of the German system before the revision of 1903. The minimum bene- fits are : (1) (2) (3) (4) Free medical aid and supplies. A sick benefit of 50 per cent of the wages for 13 weeks, be- ginning on the third day, though the waiting period is only two days. As a substitute for these two, hospital care and half the benefit. A maternity benefit of four weeks. A funeral benefit of 20 times the daily wages. Various optional benefits are also permitted, as the increase of the duration of benefits to one year, of the amount up to three-fourths of the wages ; the furnishing of other curative measures beside medical care, a small money benefit to hospital patients without dependents, an increase of the maternity benefit to six weeks ; the supply of medical aids, drugs, etc., to the family of the member, the increase of the funeral benefit, the grant of the funeral benefit in case of death of the wife or child of the insured person, or the elimination of the waiting period. The application of these optional benefits is not extensive. A detailed study of the experience of the results of this insurance has been published, of which the data for 1900 are : Cases of sickness and accident per 100 members per annum : Male Female Total VFith disability „ 89.3 42.7 46.7 63.1 86.7 Without disability 43.9 Totals . . . - . . 132.0 10.7- 2.2 109.8 6.1 1.5 130.6 Number of sick days per member- With disability . 10.4 Without disability .._-_. 2.2 Totals 12.9 7.6 12.6 As in Germany, one-third is contributed by the employer and two- thirds by the employee. EEPORT OF SOCIAL INSURANCE COMMISSION. . 171 SECTION V. GREAT BRITAIN. The proposals for compulsory social insurance were made to Great Britain many years ago, during the discussions preceding the introduc- tion of the old age pension system, but at the time compulsory insur- ance was rejected as contrary to British traditions. The simultaneous introduction of compulsory health insurance and compulsory unemploy- ment insurance in Great Britain in 1911, therefore, was regarded in Europe as an important victory of the compulsory principle of social insurance. The statement has been frequently made that Great Britain adopted its compulsory insurance system from Germany. As there were prac- tically no precedents for successful compulsory unemployment insurance Great Britain had to accomplish pioneer work organizing its unemploy- ment insurance system. Even in the sphere of health insurance the British system resembles the German only in a few underlying prin- ciples. In the details of organization the British system differs so essentially from the German that it becomes necessary to distinguish between the two well-defined types — the British and the German. Extent of the Compulsory System. While the German system extended but gradually by inclusion of new additional groups through amendatory acts, the British act, from the first, announced the principle of almost universal extension. Obligation to insure applies to all persons employed at manual labor mider any form of contract provided they receive remuneration, and to persons between 16 and 70 years of age, and to other employed persons not engaged in manual labor but with an annual income of less than £160 (or $778.64). Of course, notwithstanding the breadth of the general principle, special exceptions have become necessary. Within the group of insured occupations certificates of exemption are given to persons not dependent upon their wages for a livelihood, to persons in receipt of a pension or other annual income (not earned) of £26 or over, and the like. These exceptions are unimportant, as less than 100,000 persons are so exempted. More important are the exemptions of certain classes of occupations on the ground that the terms of employment already provide benefits of equal value, this applying largely to certain government employees (approximately 300,000 persons). Other groups excluded are persons employed on agri- cultural holdings and receiving no money wages or pensions, casual employees working at other than the employer's business. In addition the administrative authorities are given the power to 172 . KEPORT OF SOCIAL INSURANCE COMMISSION. exclude other subsidiary employments, which do not constitute the usual means of livelihood. Some fifty minor occupations have been thus excluded. In point of number, all these exceptions and exemptions are com- paratively unimportant. The number of persons insured for the first year is shown in the following figures : England 10,862,000 Scotland 1,455,000 Wales 688,000 Ireland 699,000 13,704,000 These figures for the first year are largely in the nature of estimates. Unfortunately even for the following year, 1912-1913, the information is still more incomplete. Since the beginning of the war great changes must have taken place, but no statistics are available. Little care seems to have been taken to provide a statistical service in connection with this important social institution. In round figures some 14,000,000 persons came under the operation of the law in 1911, of whom men con- stituted some 10,000,000 and women 4,000,000. Voluntary insurance is open to persons not covered by the compulsory system, whose earned income is less than £160 per annum. Persons who have been compulsory members for five years may continue as voluntary members under the act, irrespective of their incomes. Of course voluntary insurance operating independent of government action is open to any one in England, under existing facilities, such as friendly societies, but voluntary insurance under the law offers the advantage of a state subsidy. Exact information as to the number of persons in the entire Kingdom who have taken advantage of the public voluntary system is not available. This voluntary insurance has not yet developed to any considerable extent. Benefits Granted by the Act. In the matter of benefits the English act shows substantial deviations from the continental systems. The essential services rendered by health insurance systems in general are a cash benefit for disability, medical aid, a maternity benefit, both in money and in obstetrical aid, and a funeral benefit. A funeral benefit is not included in the British system, due, it is asserted, to the influence of private industrial life insurance companies. "^ The other three forms of benefit are granted by the British system. In practically all the continental health insurance systems the stand- ards of benefits and services established by the law represent only the 'New Statesman Special Supplement, March 13, 1915, p. 30. REPORT OF SOCIAL INSTTRANCE COMMISSION. " 173 mmimum requirements which the insurance carriers must meet. As a matter of fact, a considerable variety exists as to actual services rendered. The British act, on the contrary, establishes a uniform system of services, and though the act contains provisions for their possible extension through optional benefits, these provisions are of limited impor- tance. The legal standards more nearly represent the maximum of service from which various deductions are made in actual practice. Cash Sick Benefit. The sickness benefit is payable for 26 weeks, beginning with the fourth day of disability. The uniform sick benefit of ten shillings is for all male insured persons ; seven and a half shillings for all insured female persons, ilinors are entitled to smaller benefits, namely, six shillings (five shil- lings for females) for the first 13 weeks, and five shillings (four shilliag.s for females) for the second 13 weeks. The amount is the same, irre- spective of the earnings of the insured. This is a very essential devia- tion from the continental systems, which almost uniformlj^ base the cash benefit upon the average earnings of the insured. It is true that the act contains a clause permitting the reduction of the cash benefits when it would exceed two-thirds the usual earnings. But the clause is not mandatory and its application presents such complica- tions that the clause has become a dead letter. The principle of absolutely uniform benefits has the administrative advantage of simplicity, but it evidently is at fault from the social point of view because of its inelasticity. At one end it is inadequate and makes additional voluntary provision necessary, at the other it is exces- sive as it nearly equals the earnings, or perhaps even exceeds them, and thus offers a temptation for malingering. As already stated, the duration of the cash sick benefit is 26 weeks, and the benefits begin on the fourth day of incapacity. If the disability extends beyond the 26 weeks the cash benefits are not altogether dis- continued but reduced. This is called disablement benefit, and repre- sents the invalidity insurance feature of the British national insurance act, which in Germany is attached to the old age system. The disable- ment benefit is payable until the age of 70, when the right to an old age pension accrues. The medical benefit is very loosely described in the British act, and even the inclusion of ordinary surgical treatment does not follow from a careful intei'pretation of the language. In actual practice the medical attendance simply guarantees attendance by an " ordinary practitioner ' ' and the services that he can be expected to render. It does not include obstetrical aid, operations, hospital care or nursing, so that in case of 174 • REPORT OF SOCIAL INSURANCE COMMISSION. need of medical or surgical aid beyond the resources of the general prac- titioner, or the need of hospital aid, the insured person is in the same position as before and is forced to pay personally for the needed care or to seek gratuitous treatment in charitable institutions. Maternity Benefits. The maternity benefit of the British act is very wide in its application, extending both to the insured women and wives of insured men. In line with the general tendency of the British act for specific amounts, the maternity benefit is a lump sum of 30 Kshillings. Since the medical benefit does not include obstetrical aid, the maternity benefit really rep- resents a compensation for the expenses connected with childbirth. If the mother comes under both descriptions, as an insured person and the wife of an insured person, she secures a double benefit, or 60 shill- ings (£3), and thus receives some compensation for time lost. The insured woman receives her maternity benefit under the condition of refraining from Avork for four weeks after childbirth. This makes the benefit equal to seven and one-half shillings per week, or the normal amount of sick benefit payable to insured women. There is a discrim- ination against unmarried mothers involved, because an unmarried insured woman on giving birth to a child receives only 30 shillings, most of which is required to meet the cost of medical aid, and she receives no compensation for time lost. Sanatorium Benefit. In addition to the standard benefits enumerated above (cash benefits, medical benefit and maternity benefit), the British law introduced a special ' ' Sanatorium Benefit. ' ' This benefit offers treatment to persons suffering from tuberculosis or other diseases to be designated by the government authority. Since no such diseases have as yet been desig- nated, the sanatorium benefit is limited to a tuberculosis benefit. It represents a very important step in the national struggle against tuber- culosis in Great Britain. It is somewhat inaccurate to speak of this as a new or distinct benefit, since the treatment of tuberculosis is properly a part of the medical benefit. It is only because the extent of the medical benefit is so limited in England that the necessity for a special tuber- culosis benefit remains. Notwithstanding the designation, ' ' sanatorium benefit," sanatorium treatment is not guaranteed.. The treatment may be given through clinics, or, even through the panel physicians, the patient remaining in his own home. The above is a brief description of the benefits given. Because of the numerous exceptions and qualifications, which it is impossible to state except through a bulky interpretation of the entire act, a complete description is not included. In general, the money benefits are reduced REPORT OF SOCIAL INSURANCE COMMISSION. 175 for persons who enter the insurance at an advanced age; they are reduced for aliens; they are reduced for members who are in arrears for more than three weeks in any one year, and for all members of any society, accounts of which show a deficit. The Cost. Prom the German and other continental systems the British act has adopted the principle of contributions by employers; from the Nor- wegian and Danish laws the principle of a subsidy from a state. Thus the insured employee, employer and the state all contribute to the cost. Dues, like benefits, are uniform for practically all insured, with some minor exceptions. The standard cost of insurance is determined at ninepence per week for each male insured, and eightpenee for each female insured, irrespective of age or occupation. These amounts are distributed as follows : lnsure(3 pays ._ Employer pays State pays Totals An exception is made, however, in the case of low-paid wageworkers. It is recognized that even the partial burden of insurance may be too heavy for persons of small earning capacity, and that it is proper to relieve them of that burden to a greater extent than in the ease of insured persons with a normal earning capacity. In this the British act has made a substantial contribution to the theory of social health insur- ance. For all male persons earning not over two and one-half shillings per diem, and all female persons earning not over two shillings per diem, the following apportionment of the dues is provided for in the law : Employee Employer state Males earning— Over 2s, but not over 2s 6d ._ 3d Id Id 4d 5d 6d 4d 5d 2(3 Over Is 6d, but not over 2s _. 3d Not over Is 6d ._ 3d Females earning— Over Is 6d, but not over 2s 3d Not over Is 6d 3d Thus it appears that persons with an earning capacity of not over one and one-half shillings are entirely relieved of the payment of any dues, and in their case the entire cost is borne by the employer and the state. In voluntary insurance the dues paid by the insured are equal 176 BEPORT OF SOCIAL INSURANCE COMMISSION. to the combined dues of employer and the employee. The voluntary contributor receives the state subsidy to which the compulsorily insured person is entitled. An exception of questionable value is made in the case of aliens. They were made subject to compulsory insurance mainly for the pur- pose of not creating an inducement in favor of employing aliens by relieving the employers from payment of their share. But the benefit of the state subsidy is denied to the aliens. Organization of Insurance. While benefit societies are admitted to participate in the administra- tion of the insurance system in most European countries they were not encouraged. In England, on the contrary, these societies were prac- tically made the main carriers of health insuran.ee. Technically the British system imposes the compulsion to insure, but leaves the choice of carrier to the individual insured person, under certain conditions. Participation in the system is open to all societies approved for this purpose, and known as "approved societies," whether existing at the time of the act or later organized for the purpose. These include the ordinary friendly societies, trade union benefit funds, establishment aid societies and similar organizations. The main requirements are that they do not operate for profit and are managed by their membership. This latter requirement has been practically made a dead letter clause by the organization, on the part of the industrial life insurance com- panies, of "approved societies" with very little real democratic control. In England, for which fairly accurate data were available, the dis- tribution of the insured persons into various organizations was as follows : Male Per cent . Female Per cent Total Per cent Friendly societies into branches 1,844,000 1,809,000 950,009 50,000 2,516,000 26.7 26.2 13.2 .7 35.2 460,000 505,000 240,000 12,000 1,939,000 14.6 16.0 7.6 .4 61.4 2,304,000 2,314,000 1,190,000 62,000 4,455,000 22.3 Friendly societies ___ 22.4 11.5 .6 Independent association companies 43.2 Totals - — ^ r,169,000 lOO.O 3,156,000 100.0 10,325,000 100.0 It thus appears that the industrial assurance companies organized some 43 per cent of the insured, and perhaps 80 per cent of those who previously carried no membership in fraternal societies. Of the insured women as many as 60 per cent belong to the societies organized by the industrial life insurance companies. The system of optional choice of insurance carrier under a com- pulsory control was admittedly forced upon the British system by the popularity and strength of the existing friendly societies. The criticism REPORT OF SOCIAL INSURAXCB rOMMISSION. 177 has, however, been made in England, that while it was perfectly proper to take measures to preserve the existing mutual aid societies, the insur- ance of those persons hitherto uninsured should have been provided for by creation of special institutions either local or national. Various difficulties were created by the English system. One was the inability of some to gain admission into any society. Evidently the person of poor health is a less desirable risk than the healthy individual. The approved societies retained the right to reject undesirable risks. The approved societies are not permitted, however, to discriminate against an applicant on account of age alone. It was foreseen, there- fore, that a residuum of insured persons who were not members of any approved society would remain. These persons have been provided for, as so-called "deposit contribirtors. " This means practically that the persons instead of carrying an insurance, deposit their contributions through the post office into their own industrial accounts, out of which they may draw only up to the amount of their individual balances, for the benefit of sickness. This of course is not insurance at all but some sort of compulsory saving with subsidies from employer and state. The number of such deposit contributions is not very large, however, and declining. Under the original act the arrangement for deposit con- tributions were to be temporary only, to be changed by the beginning of 1915. The war, however, made necessary an extension of this temporary arrangement. In one respect the British form of organization seems to offer an advantage. It assumes a permanent relationship between the insured and the approved society, and offers a certain protection in periods of unemployment. If the insured person is in arrears for less than three weeks full benefits continue. When the insured person is in arrears for over three weeks per year of past insurance the benefits are gradu- ally reduced until the arrears equal one-half the insured time, when benefits stop altogether. This extension of three weeks for each 52 of insurance is cumulative, whereas the German system provides for a maximum of three weeks extension in any one year. Financial Organization. The financial organization of the British system is extremely complex and especially so when compared with the simplicity of the continental health insurance systems. The latter are frankly based upon an assess- ment system. Within certain limits the insurance carriers in all the continental systems are permitted to collect as much money as is neces- sary to comply with the requirements of the law as to benefits, and even for the purpose of granting additional benefits. The British system is the only one in which the premium as well as the benefits are defined in the law. If, notwithstanding careful actu- 12—27626 178 EEPOKT OP SOCIAL INSURANCE COMMISSION. arial work, the premium should prove inadequate, the remedy left is the reduction of the benefits. Additional benefits over and above those reqiiired by law may only be granted if the legal premium provides a margin for the purpose. The basis of the premiums or contributions is somewhat like that generally used in life insurance on the so-called level premium, or old plan. It is recognized that the rate of sickness increases with age, like the death rate. Instead of varying the rate of contributions with age, one level premium rate has been computed which is too high for the lower age groups, and too low for the higher age groups, and thus provides for the accumulation of reserves in the earlier years to be used up in the later years. The premiums in the British system are calcu- lated with 16 as the assumed age of entry. Theoretically, therefore, for every insured person over 16 there should be some reserve. This, how- ever, would have created a great many difficulties, which the act meets in a different way, keeping the rate of conti;ibutions uniform and establishing reduced rates of benefits for all persons entering insurance at age of 17 and upwards. Of course this reduction of benefits can only apply to the money benefit, since no gradation can be established in the medical benefit. An application of this rule from the beginning of the act going into effect would have played havoc with the entire system, for naturally it found persons of all ages from 16 to 70, and the amount of insurance that could be given on this basis to persons of advanced age groups would have been very small indeed. The act therefore extended the privilege of full benefits to persons of all ages entering insurance at the beginning and even for a consider- able period (65 weeks) after the act went into operation (up to Octo- ber 13, 1913). With the existing freedom of choice of insurance carrier this would have created a serious discrimination against older persons. Approved societies would have all gone out to capture the younger men and would have rejected the older men. The actuarial method of meeting it is to credit the approved societies Avith the proper reserve which would have been accumulated up to the age of the insured person if he had begun his insurance at 16, which places insured persons of all ages on a par. When such reserve values were calculated with reference to age and sex, they were found to aggregate the enormous amount of naarly £90,000,000, or some $437,000,000. Of course no such sums were available. It was decided, however, to deduct two-ninths of the con- tributions in case of men and two-eighths of the contributions in case of women for the purpose of gradually building up this enormous reserve, and it has been calculated that it would take 20 years to build it up completely. REPORT OF SOCIAL INSURANCE COMMISSION. 179 Since the governmental subsidy is exactly equal to these proportions twopence out of ninepenee is two-ninths for males, twopence out of eightpenee is two-eighths for females, the net result is that the govern- mental subsidy for 20 years is given merely to build up reserves for persons who have entered at the age of 17 or over, while during these 20 years persons beginning at 16 do not receive any governmental subsidy. IMeanwhile this reserve exists only on paper as a credit to the approved societies due from the insurance fund of the English govern- ment. If it had not been for the freedom of choice of the insurance carrier there would have been no necessity for this enormous reserve. The German system had been in existence for 30 years without any actuarial reserve, but the necessity to provide for equal standing for the societies, and for the opportunity to transfer from one society to another at will, had made this complex provision necessary. Another reason for the reserve is the inclusion of the disablement or invalidity benefit, the cost of which rises with age even faster than that of sickness. It would be impossible to provide for invalidity insurance under a system of independent societies without making provision for reserves. Financial Operation. In view of the fragmentary character of the statistical information for the three minor divisions of the United Kingdom, it is sufficient to give the data for England. The total receipts of the National Health Insurance Fund for England up to May 31, 1913, were : From sale of stamps £13,008,632 Exchequer grants 2,687,777 Miscellaneous - 75,210 £15,771,628 Expenditures — To societies for benefits and administration £3,9'34,042 Insurance committees for medical aid and administration 1,371,175 Miscellaneous 36,522 £5,341 739 Balance 10,429,889 £15,771,628 The large accumulations are explained largely by the fact that while contributions were collected from July 25, 1912, the payment of benefits did not begin until January 15, 1913, so that a sufficient working reserve was built up. The combined balance sheet for the first 18 180 REPORT OF SOCIAL INSURANCE COMMISSION. months of the operatioii, July 15, 1912, to January 11, 1914, of the National Health Insurance Fund for England appears as follows : Receipts,. Sale of stamps £18,012,840 Exchequer grants 4,533,777 Admiralty contributions on behalf of sailors and marines 100,000 All other 15,001 £26,661,618 Disbursements. Issued to — Approved' societies for sickness and maternity benefits and administration £8,774,908 Insurance committees for sanatorium and medical benefit 4,623,287 Deposit contributors 15,720 Navy and army fund 2,567 £13,416,488 Miscellaneous disbursements 38,884 £13,455,372 Issued to approved societies for investment 870,519 Investments purchased on behalf of approved' societies 34,856 Balance on hand 12,300,871 Total £26,661,618 The balance sheet above clearly illustrates the financial methods of the system. The contributions are gathered through sale of stamps through the post office, the proceeds of which go into the hands of the insurance commission. The employer is responsible for the combined dues of employer and employee, and he is empowered to hold, out of the wages paid, the employee's share. The stamps are pasted on the cards of the contributors, who deposit these every quarter with their societies, and the societies collect their pro-rata from the insurance commission. Payments are made to the societies both for the purpose of paying benefits, and to cover the cost of administration. The com- mission also supplies the money to the insurance committees to cover the cost of medical aid and administrative expenses. The balance avail- able in the commission's hands is in reality credited to the approved societies, and the commission serves, as it were, as a cooperative account- ing department for all societies. Administration. The existence of over 20,000 independent approved societies makes the problems of administration no less complex than those of finance. To begin with, it was found necessary to separate entirely the adminis- tration of money benefits (through the approved societies) from the administration of medical benefits, because the organization of medical aid is essentially a local problem and the approved societies do not REPORT OP SOCIAL INSURANCE COMMISSION. 181 Operate within specified geographical limits. The entire administration of the medical benefit is entrusted to insurance committees. Both organizations are subject to the control of four national health insurance commissions whose authority is somewhat coordinated by a joint com- mittee for the United Kingdom. The details of operation of the approved societies are entirely too complex to be gone into here at any length. Conditions of approval are established by the act and by rules and regulations of the commission. No one uniform basis of organization is prescribed, and as a matter of fact considerable variety exists in the conditions under which the sick- ness, maternity and disablement benefits are payable to insured persons in the same locality. Insurance Committees. The necessity of some local uniformity in the administration of the medical benefit has created the so-called insurance committee. These committees are organized in every county and county borough of the United Kingdom, 238 in all. They consist of representatives of the insured, of the physicians, and also of the local council and general administration, with a total membership of from 40 to 80 on each committee, all serving without remuneration. The absence of any representative of the employers is significant. These committees control the medical service of the act, that is, arrangements with doctors, drug benefits, treatments of tuberculosis and sanatorium benefits, and in addition to this are entrusted with a few functions of minor importance. In general then, it may be said that health insurance in Great Britain is provided through two distinct sets of organizations, the approved societies which pay cash benefits and the insurance com- mittees which dispense medical aid. Each is largely independent of the other and each person must deal with both organizations. - The insurance commissions, one for each of the constituent parts of the United Kingdom, exercise a wide control over the insurance com- mittees. For purposes of uniformity in their operations the joint committee exists, on which the English commission has a predominating influence. Medical Organization. While the administrative details are too complex to be gone into, the organization of medical aid is a matter of grave importance and must at least be briefly covered. Due to the influence of the medical profession the act guaranteed the right of every duly licensed physician to practice under the law. A sum in the amount of eight shillings and sixpence for each in.sured per- son was also secured by the medical profession for the fund out of which physicians practicing under the law were to be paid. Drugs adminis- 182 REPORT OF SOCIAL INSURANCE COMMISSION. tered under the law were to be paid for out of this same fund. An additional sixpence per insured person was allowed for treatment of tuberculosis. Another additional sixpence, known as the "floating six- pence, "was permitted for the fund ayailable for physicians if not needed for drugs. "While the actual arrangements for paying physicians were left to the insurance committee, all of them with the exception of those for Man- chester and Salf ord have adopted one system of the panel with charges at so much per person. Under this system the insured person is limited to the services of the physician he has selected. The physician receives the seven shillings (or seven shillings sixpence) per each person who is on his panel. In the two cities a system of payment by visit still persists. Cost of the System to the Government Treasury. The cost of the whole system, though not definitely known, approaches some £20,000,000 to £25,000,000, or some $100,000,000 to $125,000,000 a year. The total estimated cost to the public treasury for 1914-1915 was £8,505,242 and for 1915-1916 £7,940,165. Of these appropriations the amount voted for central administration was about £1,000,000, the normal grants of the state subsidy amounted to over £5,500,000, and various special additional grants amounted to about £1,500,000. These additional grants were necessitated partly by the fact that the cost of medical aid, the amount of sickness among women and the loss from arrears had been underestimated and partly by the fact that benefits not contemplated in advance were provided. Summary. The complex British act may perhaps be better understood by a brief summary of the essential differences between it and the standard type of continental health insurance systems. These differing features are : 1. The combination of disablement (or invalidity) benefits with the sickness benefit. 2. The substantial grants from the public treasury. 3. The freedom of selection of carrier under a compulsory system. 4. The system of uniform dues irrespective of wages or locality. 5. Uniform benefits irrespective of wages or locality. 6. Separate administration of medical benefits. 7. Absence of hospital benefit except for tuberculosis. 8. Absence of funeral benefit. 9. Effort to build up a system of adequate reserve. 10. Absence of public funds even for contributors left outside of the voluntary insurance carriers. Since the law went into effect, certain difficulties developed within the administration of the national health insurance system. The diffi- culty that caused most concern was the evidence of greater sickness in REPOHT OP SOCIAL INSURANCE COMMISSION. 183 some societies than had been estimated. The immediate assumption was that improper and too liberal administration of the benefits by the approved societies was the cause. A special "Sickness Benefit Claim Committee" was appointed by the chairman of the National Health Insurance Joint Committee on August 22, 1913. This committee con- cluded that the sickness rate among women was greater than estimated. Under an assessment system this would merely require a small increase of dues. Similarly, while the average estimates for men proved ade- quate for the total number of men insured in all the societies, the rate of sickness in the different societies varied greatly above and below this estimated average according as their membership was selected from unusually healthy or unhealthy groups. An investigation on broader lines embracing all the social and economic effects of the act was undertaken by a special committee of the Fabian Society under the guidance of the well-known economist, Mr. Sidney Webb. This report was published in March, 1914. The criticisms made by the committee were mostly directed against the inadequacy of the measure provided by the law for the treatment and prevention of disease. It was the opinion of the committee that how- ever faulty the scheme might appear to be, as a whole "the machine was working." The main defects of the present health insurance system of Great Britain appear to be the exclusion of all hospital treatment in ordinary eases, the exclusion of operations, the lack of expert diagnoses and the opinion of a consultant, the inadequate provision of drugs and more expensive appliances, and the failure to increase hospital facilities which were at the date of the passage of the act most inadequate. 184 REPORT OF SOCIAL INSURANCE COMMISSION. SECTION VI. RUSSIA. While compensation legislation was enacted in Russia as early as 1903, or some eight years before compensation legislation was introduced in any of the American commonwealths, the beginnings of the broad social insurance movement are directly traceable to the political upheaval of 1904 and 1905. An imperial ukase of December 12, 1904, announced the governmental program of social insurance legislation. As an immediate result of the radical political activity of October, 1905, this program was made very broad indeed, and generous insurance proposals both for sickness and old age were published by governmental authority. Delays ensued, and by 1908 only the bills for reorganiza- tion of compensation insurance, and for compulsory health insurance remained. The bills, after a prolonged course through the duma and imperial council, finally became laws in June, 1912. The extent of application of the Russian insurance act is extremely limited, and perhaps less than in most other countries is the term "social insurance" applicable to it. It is more accurately described as "workmen's insui-ance," or even factory workers' insurance, since it covers only factories, mines, metallurgical establishments, inland navi- gations, street railways and steam railroads of local importance (but not the general railroad system), with the further limitation that they employ at least 20 hands, and utilize some form of mechanical power, or that they employ at least 30 hands when no mechanical power is used. The act is further limited by exclusion of casual work which does not last over one week. Within the establishments covered, salaried employees as well as wageworkers are brought under the system. Under these many limitations, out of some 13,000,000 wage- workers, artisans, ofBce employees and others, not over 2,500,000 arc insured against sickness. When sickness insurance Avas introduced in Russia there was no considerable development of mutual sickness aid, such as existed prior to compulsory insurance in most countries of western Europe. There was less necessity, therefore, to take into account existing sick benefit institutions and a new uniform organization could be created. The limitation of insurance to employees of factories, or other large establishments, suggested to the Russian government the creation of establishment or factory funds as the exclusive type. In the case of establishments employing less than 200, cooperation of several estab- lishments in one fund is obligatory. Such consolidation is permitted REPORT OF SOCIAL INSURANCE COMMISSION. 185 to even larger establishments. The criticism is frequently made in Russia that this type of organization puts the administration of the funds too much under the influence of the employer, especially in case of a fund organized in connection with one establishment. Whatever the force of the argument, the predominance of the employers' influence is guaranteed in the Russian system by the system of administration, which is claimed to be an adaptation of the German system and provides for a so-called general meeting of representative delegates and a board of directors elected by the former. In the general meeting, however, the employer or employers elect two-thirds and the insured workmen only one-third, so the employer is practically in control. In the kind of benefits given the Russian system differs in one respect from the other European systems. The obligatory functions of the factory funds do not include medical aid because by virtue of legisla- tion enacted in 1866 the employer of a factory or mine was required to furnish free medical aid to employees. A strong demand was made both by workmen and physicians to transfer this function from the employer to the factory fund, but it was rejected. It was quite customary among large employers of labor not only to employ factory physicians, but to support a dispensary, and even ■ (in view of the common employment of married women in the textile industry) an obstetrical ward. The smaller employers made less comprehensive pro- vision, but usually entered into agreenjient with city and county hospitals. The act of 1912 left this state of affairs practically undisturbed. Outside of these peculiarities, the benefits are shaped after the European standards. The money sick benefit must equal, in case of married employees, at least one-half of the wages, but may be volun- tarily increased by the fund up to two-thirds. In case of single per- sons the amount may vary between one-fourth and one-half. These benefits begin at the fourth day, unless the fund decides to reduce or abolish the waiting period, but in any case do not exceed 26 weeks. The maternity benefit in normal cases is determined at six weeks, of which two weeks must fall before confinement. The minimum amount is one-half of the wages, which may be increased up to the full amount. The funeral benefit is put at from 20 to 30 times the daily wage. In addition to the indicated optional extension of benefits the funds may also establish medical aid for sickness, childbirth, or death of the members of the family, provided the total cost of these optional benefits does not exceed one-third of the entire budget of the fund. The cost of the sickness insurance is borne jointly by employers and employees, in the proportion of 40 per cent and 60 per cent. The deductions from the wages of the employees for this purpose must not 186 REPORT OF SOCIAL INSURANCE COMMISSION. be less than 1 per cent and may not exceed 2 per cent in case of funds with a membership of 400 or over, or 3 per cent if the membership is below 400. In computing this deduction as well as the three money bensfits, earnings of over 1,500 rubles ($772.50 at the standard rate of exchange of $0,515) are not taken into consideration, nor can the basis for computing the benefits exceed a daily wage of 5 rubles ($2.58). For the governmental supervision of these funds and their activity committees are organized in each province and one general council for the empire. No statistical data concerning the operation of this com- parativelj' recent system are at present available. REPORT OF SOCIAL INSURANCE COMMISSION. 187 SECTION VII. ROUMANIA. The tendency of countries which have been rather late in reaching a policy of social insurance is to introduce all branches at once, as against the slow and hesitating course of most legislation of 30 years ago. This is illustrated in the case of Roumania, which by the act of January 25, 1912, established a compulsory system of insurance against sickness, industrial accidents, old age and invalidity. While largely influenced by German experience, the Roumanian system of social insurance is constructed on somewhat different lines, since most of the branches are practically administered in a direct form of state insurance through the Central Office for Handicrafts, minor credit institutions and workmen's insurance, though the sickness insurance is administered through the guild organizations. Provision is made for taking into the system benevolent societies of all kinds, whether organized in connection with factories or other establishments, districts or communities, provided their rules have been approved by the Central Office. Even if these rules have been approved, the decision to retain membership in them rests with the workingman himself. It is unlawful for the employer to coerce him into it. The Roumanian system includes all workers in manufacturing industry, construction and mining. The beneiits provided foT under the head of sickness insurance are : 1, medical aid and drugs ; 2, a sick benetit, and, 3, funeral expenses. The sick benefit is given after the first three days of illness and not beyond 16 weeks. A distinctive feature of the Roumanian act is the adjustment of the money benefit to the family conditions of the sick workman. The person with a dependent family receives 50 per cent of his wage, and the person without dependents only 35 per cent. In cases where hospital treat- ment is given the benefit is 25 per cent of the wages, and 10 per cent when there are no dependents. This right to money benefits begins only after six weeks of insurance. Wage groups have been established in the law, the mean wage in each group being assumed as the repre- 188 EEPORT OF SOCIAL INSURANCE COMMISSION. sentative wage upon which both contributions and benefits are based. The basis of division is shown in the following table : Wage group Wage units Average wage Funeral benefit Weekly con- tributions I. 1 lei - — .50 lei 1.50 lei 2.50 lei 3.50 lei 4.50 lei 60 70 80 90 100 .05 lei II. Over 1 to 2 lei .20 lei III. IV. Over 2 to 3 lei Over 3 to 4 lei - . .30 lei .45 lei V. Over 4 lei _ - - .60 lei XOTE.— One lei is equivalent to ).195. A maternity benefit is included which provides for the insured woman, in addition to medical attendance, six weeks sick benefit after confinement, provided the woman had been insured for at least 2G weeks. Furthermore this provision may be prolonged to three months if the woman nurses the child. The provision of maternity aid to wives of insured is optional with the guild and includes treatment by mid- wife and physician only. The actual rates of contributions are specifically determined in the law. The proportion of the wages represented by the premium con- tributions is : For the first group 0.83 per cent, for the second group 2.22 per cent, for the third group 2 per cent, for the fourth group 2.14 per cent, and for the fifth group 2.22 per cent. What particular actuarial basis there is for these peculiar values it is impossible to ascertain. The desire to relieve the lowest paid groups of part of the cost is obvious for the cost of medical aid, which constitutes approxi- mately one-half the cost of the sickness insurance, does not fluctuate in accordance with wages, but represents a flat per capita charge. Thus the upper wage groups are largely carrying the cost of insurance for the lower wage groups. The guilds are permitted to increase the benefits if after five years considerable surplus should have been accumulated. Contrary to the uniform practice of all other European acts, the Roumanian law places the entire cost of insurance upon the wage- workers. As in other countries, the employer is required to purchase and place the stamps which serve as evidence of payments, but he is permitted to deduct their entire cost from the wages of his employees. Data as to the results of the operation of this plan are unavailable, but the government published an estimate indicating that 140,657 REPORT OF SOCIAL INSURANCE COMMISSION. 189 persons would come under it, with the probable distribution into five wage groups. Class Persons Injured Weekly contributions Total weekly income Annual ineomei 1 „... 10,542 32,001 29,351 38,418 30,345 .05 lei .20 lei .30 lei .45 lei .60 lei 527.10 lei 6,400.20 lei 8,805.30 lei 17,288.10 lei 18,207.00 lei 23,719.50 lei 2 3 4 5 _ 288,008.00 lei 396,238.50 lei 777,964.50 lei 819,315.00 lei Totals 140,657 51,227.70 lei 2,305,246.50 lei ^On an assumption ol 270 working days or 46 working weeks per annum. Assuming that the mean group wage fairly accurately represents the actual average wage, the average rate of contribution amounts to about 2.12 per cent. The probable cost of the benefit was computed on a basis of six days of sickness per annum, a cost of medical aid, bearing the same propor- tion to the money benefits as in Germany, and similar assumptions. The total cost thus computed amounted to 2,241,038 lei, or within 2.12 per cent of the total income as above estimated. 190 REPORT OF SOCIAL INSURANCE COMMISSION. SECTION VIII. SERVIA. Little can be learned from the experience of a small country with as slight development of industrial activity as Servia. Only for the purposes of obtaining a complete statement of European legislation on the subject is the Servian act included. The social insurance law of Servia was passed as a part of the general industrial act in 1910. Only workmen employed by establishments subject to the industrial act (which includes industry, mining, trans- portation and trade) are covered by the compulsory sickness insurance. Voluntary members may be admitted to the insurance if the insurance associations so provide in their regulations. The administration of the insurance is entrusted to local workmen's insurance associations, which form together a national union of workmen's insurance associations, both of which are self-governing organizations, with employers and employees represented. These associations also administer insurance of compensation. As in the case of most other countries, other funds, such as miners' funds or factory funds, may be admitted to operate under the law, provided an understanding is reached with the national union to that effect. The benefits stipulated in the act include: (1) Medical attendance, medicines and similar supplies, and hospital or convalescent care for the employees and also for their families; (2) a daily sick benefit of not less than one-half of the daily wages when the workman is compelled on medical advice to remain in bed; (3) a funeral benefit. The cost of this insurance is divided evenly between employer and employee, while the state, under the law, obligates itself to make an annual contribution of at least 100,000 dinars ($19,300) to the work- men's insurance associations. REPORT OF SOCIAL INSURANCE COMMISSION. 191 SECTION IX. NORWAY. The little kingdom of Norway, with its population one-fifth smaller than that of the state of California, joined the list of countries witli compulsory insurance systems in 1909, or 25 years later than Germany. The question of a governmental attitude towards facilities for health insurance open to wageworkers was under consideration from 1885, when the first commission for the study of social insurance was appointed, until 1909, when after the report of the third commission the law establishing compulsory health insurance was passed. The necessity of a definite social policy concerning sickness insurance was agreed upon from the first, but the comparative merits of compulsory insurance- and subsidized voluntary sickness insurance, regulated b,y the government, were disputed. The compulsory principle won, in this, as in many other countries of Europe. In the general outlines this Norwegian act is not unlike the older acts. Nevertheless there are some very substantial modifications. The Norwegian act was the first to assert the principle that the com- pulsory system should include all industrial activity without restriction as to trade or occupation. Again, a very distinct feature is the exemption of persons suffering from chronic disease. It may be surmised that the purposes of this exemption are to relieve the semi-invalid from discrimination in obtain- ing employment, and also to relieve the insurance organization from the burden of caring for the invalid. The wisdom of this exemption, which leaves comparatively few individuals badly in need of medical treatment out of the system, may be doubted. In addition to the compulsory insurance, voluntary insurance is available to persons not in the compulsory group, between 15 and 40, if their income is not over 800 kronen, in the country, or 1,000 kronen in towns, nor the property of the insured together with that of the wife or husband exceed 7,000 kronen in the country, or 10,000 kronen in town. The standard type of insurance carrier is the District Sickness Fund, one for each political district, or a combination of district funds are to be established by the communal authorities, and are subject to the central control of the state insurance institution, which has had for some time the monopoly of compensation insurance for the entire kingdom. These district funds on closer examination prove to be fairly autonomous and independent mutual funds, not essentially 1!):2 REPORT OF SOCIAL INSURANCE COMMISSION. different from the local funds of Germany or Austria, the distinctive feature being a direct representative of the communal government in the board. Establishment funds and other mutual aid societies are admitted to operate under the law if they furnish equivalent benefits and have a membership of at least 200. The benefits are also of the standard kinds, with a few minor modifications. Norway has followed the precedent of Hungary in making medical aid and even drugs and ordinary surgical supplies (but not such appliances as glasses, etc.) to the members of the immediate family, an organic part of the compulsory benefit scheme. The Norwegian law provides a definite classification of wage groups in which all eligible persons must be insured. The following table illustrates the grouping: Class Annual wage Daily wage Average daily wage 1 to 300 kronen' Over 300 to 600 kronen Over 600 to 900 kronen Over 900 to 1,400 kronen 0.00 to 1.00 kronen 1.00 kronen 2 Over l.OO to 2.00 kronen Over 2.00 to 3.00 kronen Over 3.00 to 4.67 kronen 1.50 kronen 3 2.50 kronen 4 3.50 kronen 'One krone is equivalent to $0,268. The designation of the last column is not quite accurate. What is presented is not a true average, but an assumed standard group wage, upon which both the benefits and dues are computed. In its financial basis also the Norwegian act essentially differs from most systems of continental Europe. The Norwegian act was the first to introduce a definite money subsidy both from the state and com- munal treasury into a compulsory system. The cost of insurance as in most laws is measured in a percentage of wages. But the amount decided upon is distributed as follows : 60 per cent is paid by the insured, 10 per cent by the employer, 10 per cent by the commune, and 20 per cent by the state. Statistics as to the application of the Norwegian compulsory sickness insurance system were not available. REPORT OF SOCIAL INSURANCE COMMISSION. 193 SECTION X. NETHERLANDS. Netherlands is the latest country to establish a compulsory sickness insurance system for the wageworkers, by two acts of June 5, 1913. Very little information therefore can be given except a brief analysis of the law. The situation before the establishment of the compulsory system did not differ very much from that found in other European countries during the similar stage. The concern of the government in the situa- tion did not extend beyond some mild regulations and occasional commissions for the study of the subject and gathering of statistics. There were various types of sickness insurance funds from one national in its scope, with a membership of over 100,000, down to small local clubs. About one-half of these funds gave only money benefits, and one-sixth both forms of service together. The societies for medical benefits frequently were organizations for profit established by the local physician or druggist. A movement for adequate provision for all workers began in Holland nearly fifteen years ago. As early as 1904 the government introduced the first bill for a compulsory system more or less on the lines of the German system, but for years there was comparatively little interest in the proposal. The rapid extension of the compulsory principle of sickness insurance in Europe since 1909 (five countries establishing such systems within the three years 1909-1912) finally proved a stim- ulus to action in Holland. Some of the bills introduced and discussed during these years of preparation followed very closely on standard lines of European legis- lation. But the system actually adopted differs in several important features from these standards. The most important differences are : 1. The elimination of medical aid and funeral aid. 2. A method of organization perhaps more closely approaching state insurance than any other system. Only experience will show how far the Dutch system was improved or handicapped by these differences. The reason for eliminating medical aid probably was the existence of the mutual aid societies already pro- viding this form of insurance and the rather liberal grant for medical aid by municipalities to its indigent citizens. And yet it is doubtful whether the facilities already available are sufficient, and the absence of 13—27626 1!J4 EEPOET OP SOCIAL IXSURANCE COMMISSION. medical aid from the sickness insurance system forced into the law some very rigid provisions. Like most recent laws, the Dutch act does not undertake to enumerate the groups of wageworkers included. Rather is the act made applicable to all employees with comparatively few specified exceptions. These are mainly: (a) Persons whose contract of service does not extend over four days (casual laborers). (6) Those whose remuneration consists solely in instruction. (c) Those whose daily wages exceed a certain amount, to be fixed in each district (the maximum must not be less than 2.50 florins nor more than 5 florins per day (or $1 to $2). (d) Those who pay either a property tax or an income tax, or M'hose wives pay either tax. (e) Members of crews of sea-going ships. (/) Public employees. (g) Persons in active military service, and a few groups of minor importance. The option of voluntary insurance is open to most of these groups (except the groups excluded because of property or income restrictions) or to those who had been subject to compulsory insiirance previously. Those so insured pa.\' their own premiums. The money benefit equals 70 per cent of the average daily wage. Thus the act of Netherlands would have established the highest scale of sickness benefits under compulsory laws if it had not been for the absence of any provision for medical aid. For those wageworkers, however, who receive gratuitous medical aid from the municipalities, and those who carry medical aid insurance in some voluntary fund, a scale of benefits is established which is higher than under any other European law. The benefit begins on the third day of disability and is limited to 26 weeks. Benefits equal to full wages in ease of mis- carriage are granted. This forms a rather striking contrast to the intense discussions in Great Britain whether pregnancy should be con- sidered a sickness at all. From these general standards local variations in benefits are, how- ever, permitted, thus leaving the value of the high legal level of benefits somewhat doubtful. The sick benefits may be raised from 50 per cent to 90 per cent of the wages, the waiting period may be reduced, abolished altogether, or prolonged to five days, and the duration of benefits may be extended up to one year. AU these modifications, even if applicable to separate districts only, in harmony with the general system of state insvirance, must be- ordered by the government. While average wages were referred to above, the Dutch act, like most other European acts, aims to avoid the complications arising out of the effort to determine the average wages of each individual insured by REPORT OP SOCIAL INSURANCE COMMISSION. 195 establishing a system of wage groups -with an assured average wage for each group. The cost of the insurance is divided equally between the employer and insured, the employer paying the entire amount, but is permitted to deduct the employee's share from his wages. In this the general practice of European systems is followed, but a distinct departure is the provision by which in the beginning at least the contributions for each wage group must be uniform, irrespective of hazards, and only after statistical evidence has been accumulated of differences of sickness rates in various trades, may differences in rate of contribution be estab- lished. The general rate may be increased for such reason by not more than one-half, either for trades or for separate establishments. It is noteworthy that in the latter case the employer is required to pay the additional contribution. Such variations in either direction must be ordered by the government even though they are to apply to individual funds only. The actual rates of contribution are to be established by the government for each district, and the law required that they be revised at least once every five years. The government again may enforce the increase of contributions or the reduction of benefits (pre- sumably within the limits established by the law) if the income within any district is insufficient. Perhaps the most important feature is that by a formal declaration the state is liable for the payment of the sick- ness benefits. In the district form of organization of the Dutch, special institutions are established within administrative districts, determined by govern- mental order, which have a population of not under 25,000. These institutions are known as labor councils, though their activity is limited to sickness insurance only. It is intended that through them other branches of social insurance shall be administered when established, and their authority in the law is defined as extended over workmen's insurance in general. These labor councils consist of an equal number of representatives of employers and employees, and a president appointed by the government. The employers elect their representa- tives by a graduated vote according to the number of persons employed (1 vote for 20 employees or less, 1 for the 21 to 100 workers, and 1 additional vote for each 100 persons employed) . The insured employees over 25 years old vote. For larger areas consisting of a certain number of labor councils, insurance councils are established, with five paid members appointed by the government, and an equal number of repre- sentatives of employers and employees elected by the labor councils. The supervision of the central government over the local councils and their funds is very complete. In addition to these funds, practically constituting a system of state insurance, special funds may be recog- 196 REPORT OF SOCIAL INSURANCE COMMISSION. nized subject to a requirement of democratic administration and freedom from profits, and under strict control of the labor councils. Medical aid insurance on a voluntary basis may be fostered by the labor councils through organization of better "sick funds" as a part of the activity with respect to the prevention of sickness, which by the act is made a part of the activity of the labor councils and insurance councils. REPORT OF SOCIAL INSURANCE COMMISSION. 197 PART II-VOLUNTARY SUBSIDIZED SYSTEMS. SECTION I. DENMAEK. • The system of sickness insurance in Denmark is perhaps the most important and extensive of the subsidized voluntary sickness insurance systems in Europe. Differing from the German and most European systems, it depends upon the indirect method of substantial subsidies from the state treasury to achieve the same results which elsewhere have been achieved through the direct method of compulsion. The system of governmental subsidies originated with the act of April 12, 1892, but the subject of sickness insurance had been discussed for 30 years. Mutual insurance against sickness originated with giiilds. Their activity was not uniformly successful. Kepeatedly in 1861, 1866, 1876 and in 1885 governmental commissions were instituted to study the situation and suggest legislation for the control and strengthening of the sick benefit societies. The last investigation showed the existence of some 1,000 societies with a combined membership not exceeding eight per cent of the population. Less than one-third of the societies fur- nished both money benefits and medical aid, the rest furnishing either one or the other. The amount of the benefit was usually very meager, falling in the rural districts as low as one-quarter krone (less than 7 cents) a day. As a result of this investigation a bill was intro- duced for compulsory sickness insurance in accordance with German standards. After a prolonged discussion, the compulsory principle was rejected and the principle of state subsidies, combined with regulation, was substituted in the act of 1892. This legislation remained practically unchanged for nearly 25 years and Denmark therefore offers, perhaps, the best material for the appraisal of the efficiency of this method. The law offers certain advantages to those benefit societies which are willing to register under the law as ' ' recognized societies ' ' and subject themselves to the government control. Registration began January 1, 1893, and while a large number registered at once, a great many others, and some of the strongest, did not register for many years. The total number registered in 1893 was 457 ; by the end of 1895, 629 ; by 1900, 1,020; by 1905, 1,391, and in 1914, according to the latest statistics available, 1,547. Recognition under the law is given only to societies whose membership 198 REPORT OP SOCIAL INSURANCE COMMISSION. consists of workmen, artisans, employees receiving small salaries and other persons in similar economic condition. Only for the first six months after the law went into effect were societies admitted whose membership consisted partly of persons of higher economic groups, with the proviso that no subsidies were to be paid on account of such persons. Under the influence of the law of 1892 the membership of sickness benefit societies increased materially as the following figures show : Number of societies 1893 ! 457 1895 ' 628 1900 ' 1,104 1905 I 1,379 1910 I 1,507 1914 I 1,547 116,763 154,882 302,198 474,029 666,679 843,244 With a population of 2,757,000 the insured at present constitute 30 jjer cent. It is noteworthy that women constitute, as they have for many years, the majority of the insured, some 442,000 against 401,000 male members. It is quite customary for both husband and wife to carry separate insurance in the fund. In order to entitle a society to recognition and subsidy under the act, certain minimum benefits must be given, though further extensions are permitted within the limits prescribed by the law. In this respect the methods of the compulsory acts are generally followed. These required benefits are: 1. Free medical aid and hospital care for members as well as their children under 15 living with parent. 2. A "sick benefit" which may be determined in proportion to the sick person's average wage, or on an assumed average wage for the entire membership, but in any case must not exceed two-thirds of the earnings of the sick person nor fall below 40 ore (9^ cents) per day. No benefit is paid for illness lasting less than three days. No benefits are required for normal confinement or pregnancy, though they may be included by the society voluntarily. The payment of funeral benefits is not allowed. The furnishing of drugs and supplies is not obligatory. The waiting period may be increased from three to seven days, the benefits to female members or minors may be decreased, diseases resulting from drunkenness, brawls, syphilis and the like may be excluded, but optional benefits seldom rise above the minimum requirements. Over 70 per cent of all societies do not grant more than 16 cents per day to their male members, and 87.6 per cent of the societies do not exceed this for women. Nearly 60 per cent of them have preserved the minimum time limit REPORT OP SOCIAL INSURANCE COMMISSION. 199 of 13 weeks, about 23 per cent have gone over 13 weeks, but not as far as 26 weeks, and only 17 per cent have established a benefit period of 26 weeks. Only three funds have gone beyond this. The cost of drugs and surgical supplies is not obligatory upon the benefit societies. As many as 57 per cent of all societies do not furnish any drugs at all, and only 18 per cent pay for the entire cost of ordinary medicine. The extent of the operations of the Danish system is shown by the following figures : Tear Money benefits Physician Drugs Hospital Adminis- tration Total 1893 ._ $117,736 157,047 314,946 480,240 621,763 782,818 $71,365 118,831 265,361 469,811 736,737 999,732 $32,739 44,278 94,894 155,115 212,452 275,432 $13,676 21,198 49,732 122,779 209,279 333,903 $22,663 26,339 58,799 93,601 157,882 212,515 $258,079 367,693 783,732 1,321,546 1,938,113 2,604,400 1895 _. 1900 .... 1905 1910 - . 1914 .. The cost of the entire system has increased nearly sixfold, but the membership of the recognized societies has increased almost fivefold and the average cost has not increased materially, the largest increase being in the cost of hospital and medical service, indicating a substantial extension of these benefits. Per Capita Cost. Year Money benefits Hospital Medicine Physician Admin- istration Total Per cent admin- istration ■ cost 1893 - — $1 01 1 01 1 04 1 02 93 93 $0 12 14 18 27 31 39 $0 28 28 31 34 32 33 $0 62 77 88 99 111 1 18 $0 19 17 19 20 24 25 $2 22 2 37 260 2 82 2 91 3 08 86 1895 7.3 1900 .. 7.3 1905 7.1 1910 .. 8.2 1914 S.l Next to the absence of compulsory principle the most distinctive feature of the Danish system is the very substantial demand it makes upon the state treasury. The original grant, as stipulated in the act of 1892, was to equal 500,000 kroner, and much larger amounts have been given since then. This subsidy is apportioned among the sick benefit societies in two different ways ; one-half is distributed according to the membership and one-half according to the amount of dues contributed by members; in this Avay the levying of higher dues is encouraged. The limitations placed by the law on the first form of subsidy shall not exceed 2 kroner per member, and the second, one-fifth of the members ' contributions. Together these two methods of state subsidy constitute a substantial part of the budget of the sick insurance societies. 200 REPOET OF SOCIAL INSURANCE COMMISSION. Income of Sick Benefit Societies. Tear Merattprship dues State grant Communal grant All others Total 1896 $969,083 1,957,967 876,899 1,226,910 1,745,020 $410,641 833,745 382,064 634,407 741,017 $34,707 64,290 23,121 36,866 64,952 $114,078 240,747 64,498 96,066 139,631 $1,528,509 igco 3,096,739 1905 1,346,582 1910 — 1,894,239 1914 .. - 2,680,620 In addition to the state grant, several communal governments vote small subsidies to the sick insurance societies within their districts. The state subsidy is evidently substantial. In 1895 it represented 42.3 per cent of the membership dues and 27.8 per cent of the total income; in 1914, 43.1 per cent and 28 per cent. Taking the state grant and the communal subsidies together, the assistance granted to the sick benefit societies represents about 50 per cent of the membership contribution, or about equals the share of the burden placed by several compulsory acts upon the employers. In addition to these direct financial subsidies there are also very important indirect ones. The law makes it mandatory for the com- munes to admit members of the recognized sick benefit societies to hospitals at half the regular rates, and in rural districts to provide free transportation for the physician or midwife to the home of the sick member who does not possess a horse and carriage. This contribution from the public purse largely explained the rapid •increase of the membership. The experience of Denmark with subsi- dized sickness insurance, especially as compared with that of other countries with voluntary subsidized systems, seems to indicate that to produce the desirable results the subsidy offered must be very sub- stantial. In matter of administration considerable freedom is allowed to the fund in adopting by-laws and regulating the composition of elective bodies and officers. A government office exercises central supervision. REPORT OF SOCIAL INSURANCE COMMISSION. 201 SECTION II. SWITZERLAND. In the field of social insurance Switzerland has the unique distinction of being the only country in which a system of social insurance was rejected by a popular referendum after having passed the legislative chamber successfully. Though this occurred in 1900, it served for many years as an argument against social insurance legislation. The referendum applied to the act of October 2, 1899, by which systems of compulsory sickness insurance and also accident insurance (compensation) were to be inaugurated. Though dissatisfaction was directed mainly against certain features of the compulsory sickness insurance the compensation provisions went down with it, and for over a decade after that Switzerland remained the only important country in Europe without a compensation act. The situation was finally remedied by the act of June 13, 1911, which established a compulsory accident insurance system and also a heavily subsidized voluntary sickness insurance system. Efforts to introduce comprehensive movements in insurance in Switzerland date back for over 30 years. As early as 1881, when Ger- man insurance legislation was only in the making, and a new employers ' liability act was under discussion in the federal legislation, the com- mission in charge of the act drew attention to the German plans and stated its conviction that though similar proposals were premature in Switzerland, it was inevitable for Switzerland to follow, as soon as the success of the proposed German systems was established. In 1885 the council passed a resolution to inquire into the entire subject of workingmen's insurance. After several careful studies were made by various groups, a constitutional amendment authorizing the federal government to enact compulsory insurance acts passed the council early in 1890, and was approved at a referendum on October 26, 1890, by 283,228 votes against 92,000. Nearly a decade passed before the plans shaped themselves into a bill known as "Lex Forrer" (Ferrer's Act), which passed the national council October 2, 1899. The act established systems of compulsory insurance both against sickness and accident. The sickness insurance scheme which called forth most opposition was very comprehensive. It included all persons over 14 years working for wages, unless their employment was restricted to less than one week. Even day laborers and home workers could be subjected to compulsory insurance by legis- lation of the canton. The upper wage limit beyond which compulsion 202 REPORT OF SOCIAL INSURANCE COMMISSION. did not apply was placed very high, at 5,000 francs. Insurance was to be effected through district sickness insurance funds, though other funds and mutual societies could come in and become an integral part of the system. The benefits were to consist of medical aid, a sick benefit of 60 per cent of wages, and a small funeral benefit. The contributions were to be divided equally between employer and employees, while the state treasury was to add at least 1 centime (0.19 cent) for each day of membership. The restriction of the system to wageworkers was decreed as class legislation, and the creation of public district funds was objected to as a factor detrimental to the voluntary funds and societies, which had been growing Jn favor with the people. A petition signed by 117,461 citizens demanded a referendum, and the act was rejected by 341,914 votes against 148,035. But the movement for social insurance in Switzerland was not destroyed by this change in popular opinion. After a few years of investigation a bill was again introduced in 1906. This bill accepted the popular verdict in regard to compulsory sickness insurance, and proposed an insurance system that was compulsory for industrial acci- dents, but voluntary for sickness. Notwithstanding this concession when the act finally passed the council on June 13, 1911, by a substantial majority of 136 to 12, demand for a referendum was again made by 76,000 citizens. It was held on February 4, 1912, but this time the act was sustained by 287,565 votes against 241,416. The entire controversy thus appears as a victory of the voluntary principle against the compulsory one. Nevertheless the view is subject to some qualifications. For the act frankly aims to prepare the way for compulsory legislation in the near future. Not only cantons, but even separate communes, under the law are authorized to introduce compulsory sickness insurance, either generally or for certain groups of the population ; and furthermore, in every such case the cantons or communes so doing were to be granted special subsidies by the Swiss Confederation, up to one-third of the premium. The voluntary system as established by the act of 1911 is shaped on the same lines as the other subsidized voluntary systems, notably that of Denmark, in that it offers assistance to "recognized" funds, recogni- tion being open to existing mutual aid organizations dependent upon certain conditions. These funds must operate on the principle of mutuality and not for profit; they must have their headquarters in Switzerland, and not treat Swiss citizens less favorably than other members. (It is significant that the subsidy is not denied to members of other nationalities residing in the country.) Membership must not EEPOET OF SOCIAL INSURANCE COMMISSION. 203 depend upon affiliation with any religious faith or a political party, and women must be admitted on equal terms with men, except in the case of trade union or establishment funds where only men are employed. The recognized funds must raise their standard of service to come ujj to the minimum requirements of the law. These include either medical aid and drugs from the first day of sickness, or a money benefit of at least 1 franc per day from the third day. In either ease benefits must be offered for at least 26 weeks. About one-half of the voluntary funds granted only money benefits, and a few (about 4 per cent) were organized for the purpose of medical aid only, and there was an evident desire to ad.just the law not to exclude any of the types of voluntary funds. The wisdom of this decision as against the Danish system of requiring both medical aid and sick benefits from recognized funds is subject to serious doubts. Maternity care is covered by the provision requiring the recognized funds to treat childbirth as sickness, both in the administration of medical aid and the money benefit. The minimum sick benefit in maternity cases is six weeks, and an additional four weeks must be granted if the mother nurses the child. Funds, recognized after com- pliance with the requirements, receive the following subsidies : 1. For every insured child up to 14, an annual subsidy of 3.50 francs (66.5 cents). 2. If the fund grants either medical aid or sickness benefit, 3.50 francs (66.5 cents) for each adult male person, and 4 francs (77.2 cents) for each female person insured. 3. If the fund grants both medical aid and sickness benefit, 5 francs per member of either sex. 4. If the fund increases the duration of the benefit from 180 days to 360 days, and additional 0.50 franc (9.6 cents). 5. For every confinement a payment of 20 francs ($3.86) to the fund. 6. For every nursing benefit paid, a payment to the fund of 20 francs ($3.86). 7. In thinly-populated, mountainous districts where transporta- tion is difficult, a special mountain subsidy up to 7 francs. The Swiss sickness insurance act went into effect on January 1, 1914, and since no statistics are as yet available, it is impossible to estimate the influence of these subsidies in stimulating voluntary sickness insurance in Switzerland. These subsidies, however, appear sub- stantial and should have an effect not unlike that in Denmark. The material with which this voluntary subsidized system is to operate is substantial. According to an investigation of mutual benefit societies made over 10 years ago, of 2,006 organizations reporting for 1903, 1,812 were giving sick benefits ; of these 815, or 75 per cent, were giving 204 REPORT OF SOCIAL INSURANCE COMMISSION. money benefits only ; 74, or 4.1 per cent, medical aid only ; and 923, or one-half (50.9 per cent), both medical aid and money benefits. The total membership amounted to 422,209 in a population of less than 3,500,000, or some 14 per cent. REPORT OF SOCIAL INSURANCE COMMISSION. 205 SECTION III. SWEDEN. Though Sweden has not as yet adopted the compulsory principle in the field of sickness insurance, the law of 1913 establishing universal compulsory old age insurance, shaped very much on the German pat- tern, indicates that the compulsory principle as such has been recognized in the field of social insurance. Voluntary sickness insurance through such organizations as guilds, factory funds, or ordinary mutual aid societies has developed in Sweden since the middle of the nineteentli century. As early as 1884, very soon after the German system was established, a workmen's insurance committee was organized by the government to investigate. The committee did not recommend compulsory insurance, but instead urged regulation and subsidies. These ideas found final expression in the act of October 30, 1891, concerning registered societies. Under this act societies for sickness relief may obtain official registration if they comply with the requirements of having at least 25 members, not being conducted for profit, and subjecting themselves to audit, were given a subsidy. The effect of this subsidy was not at all startling, and in 1898 the government increased the rate of subsidy materially. According to the act of May 27, 1898, and subsequent amendments the contributions per member are now as follows: Up to 100 members 1.50 kronen (40.2 cents) Over 100 members to 30O members 1.00 kronen (26.8 cents) Over 300 members to 2,600 members .50 kronen (13.4 cents) Over 2,600 members .25 kronen ( 6.7 cents) The somewhat more substantial subsidies of 1898 prove a better stimulus to registration of the societies and organization of new ones, as the following data indicate: Registered funds Hembershlp 1892 1895 1897 1898 1900 1905 1907 24,735 77,573 149,195 184,119 260,163 437,288 543*919 L'OU REPORT OP SOCIAL INSURANCE COMMISSION. The membership is concentrated in cities. In 1907 it constituted some 21 per cent of the population and in rural districts only 5 per cent, the percentage for the entire country being only 10. This, how- ever, was slightly increased by duplications, and eliminating these the net percentage is only 8.5. The nature of the services rendered is far from satisfactory. A general classification of the disbursements is as follows: Sick beneflt Year and medical ; aid Funeral aid Adminis- tration Other Total Per cent of admin- istration expense 1896 _ 158,771kr. 21,874kr. 83,692kr. 170,355kr. 211,187kr. 16,989kr. 57,136kr. 127,660kr. 162,430kr. 14,474kr. 42,092kr. 63,242kr. 71,968kr. 212,108kr. 637,184kr. l,208,731kr. , l,673,996kr. 8.0 1900 ]905 454,264kr. 760,975kr. l,068,411kr. 9.0 10.6 1907 ._ 10.7 The very substantial proportion of funeral benefits to the total expense is largely explained by the low level of sick benefits. Only a small proportion of the funds grant medical aid — less than 4 per cent of the total expenditures going for payment of physicians and druggists. The amount of sick benefits is small. Out of 1,885 funds, over 800 gave benefits of less than 7 kronen per week (or 1 kronen [26.8 centsl per day) ; 575 of these 1,885 funds granted benefits for 10. weeks or less; 734 funds from 11 to 13 weeks, and 462 funds from 13 to 26 weeks; only 28 funds exceeded 26 weeks. The much more limited success of the subsidized voluntary system in Sweden as compared with Denmark is at least partly to be explained by the much lower subsidy, which amounted from 5 per cent to 7 per cent, as against 30 per cent or more in Denmark. REPORT OP SOCIAL INSURANCE COMMISSION. 207 SECTION IV. PRANCE. The sickness insurance system of Prance is just on the border-line between social and ordinary mutual insurance. Mutual benefit societies had appeared after the revolution at the end of the eighteenth century, and were first formally recognized by the act of 1852. Since then they have grown rather rapidly, so that there were over 4,500,000 members in 1910. They are regulated at present largely by the act of April J, 1898, and by numerous subsequent amendments. The claim of these societies for a place among social insurance institu- tions rests upon the fact that a state subsidy is given. There is no compulsion, nor any obligation upon employers to contribute, though many employers voluntarily do so. The state gives small subsidies to mutual benefit societies but only one-half of the activity of these mutual aid societies is in the field of sickness insurance. Out of an expenditure of over $9,170,000 in 1905, only $4,557^000 went for sickness benefits. The other lines of activity are funeral expenses, aid to widows, orphans, invalids, old persons, and formal pensioners. Out of 18,176 societies in 1905, 9,532 societies provided medical aid, 8,637 societies furnished drugs also, and 8,738 gave sick benefits as well. It is impossible to tell exactly how many members of the mutual aid societies are insured against sickness, but the number is, approximately, 5 per cent of the population of France. Furthermore, of those getting sickness benefits in some form or other, about 30 per cent receive merely medical aid. The formal claim of the French system for a place in the list of social health insurance systems is established, but side by side with the Danish and Swiss voluntary subsidized systems, little of value can be learned from French experience except that the effect of a slight subsidy is largely dissipated. CHAPTER VI. SOCIAL RESULTS OF SOCIAL INSURANCE. 14^27626 REPORT OP SOCIAL INSURANCE COMMISSION. 211 SOCIAL RESULTS OF SOCIAL INSURANCE. What has been the efEect of this extensive and constantly growing policy of social insurance upon the well-being of the working masses as well as upon the whole population of the various European countries 1 A policy of social welfare is to be judged by its actual effects. Unfor- tunately the present political situation in Europe made it impossible for the commission to investigate these results by personal study and observation. In general it may be said that tlie vast preponderance of evidence is in favor of the social insurance institutions and the results of their activity. The rapid spread of the social insurance method in dealing with the problems of destitution and pauperism is an indication of its success. The literature emanating from foreign observers (as for instance American observers of German conditions, since most American writers have largely limited their study of social insurance to Germany, as the best exponent of both the theory and practice) is most enthusiastic, while in the indigenous literature of the countries affected some critical notes may be observed. This difference is but natural. The general principles of social insurance are no longer discussed, and the attention of students is directed mainly to the details of application and administration. It would be a very large undertaking to compile combined statistics of the application of social insurance throughout Europe, but as a rough approximation there are at least 50,000,000 workmen enjoying some social insurance protection in Europe, who with their dependents constitute probably a population of one hundred millions to one hundred fifty millions or about one-half of Europe's population. As far as accident compensation is concerned, the number is probably still larger. The annual flow of relief or compensation (^vhichever term be preferred) in form of money and medical and other services probably amounts to many hundreds of millions of dollars; only a portion (a good deal less than one-half) of this cost is obtained by compulsory contributions from the employees themselves. A volume of medical services, so large as to be difficult to measure, is rendered, a goodly proportion of which would not have been rendered without insurance. It is sufficient to quote here the rather important illustration 'of the work performed under the social insurance method. In the field of health insurance, the Leipzig institution is justly famous for its size as well as efficiency. Leipzig supplies a valuable picture of what can be accomplished under compulsory health insurance. The city of 212 KEPORT OF SOCIAL INSURANCE COMMISSION. Leipzig, before the war, had a population of 600,000 to 700,000. The organization of the health insurance in this city differs from that of many other cities in that it possesses one general local sick insurance fund. This general fund for the cities of Leipzig and 42 surrounding suburbs was formed in 1887 by consolidation of various trade funds existing by virtue of the German sickness insurance law (see page 152 of this report). At the time of this consolidation the funds had a membership of 20,833 members. In 1913, the last year for which the statistical report is available, the consolidated fund had a membership of 207,987 persons, practically the entire working population of the city. Of the 207,987 members, this being the average for the year, 189,921 were insured in virtue of the compulsory law, and 18,066 were voluntary members. The fund grants the following benefits, many of which are over and above the minimum requirements of the law : (1) Medical treatment, from the beginning of sickness, drugs, eyeglasses, trusses and other appliances up to the value of 75 marks. (2) In case of disability due to sickness, a compensation equal to 55 per cent of the wages beginning with the second day of sick- ness and up to 34 weeks. (3) Instead of the above two benefits, free treatment and care in hospital or home for convalescents. (4) In such cases, two-thirds of the full sick benefit to the dependents of a married member, or one-fourth of the full sick benefit to the unmarried member. (5) A pregnancy benefit equal to the sick benefit during the last two weeks before childbirth. (6) A maternity benefit equal to the sick benefit to the working mother for six weeks. (7) A funeral benefit of 100 marks in case of death of member. (8) Free medical treatment and drugs (but not appliances) to the wives, children, parents and parents-in-law dependent upon the member, up to 13 weeks. (9) In case of death of wife or child, a funeral benefit of 40 marlcs (respectively 20 marks). (10) Care in special institutions. The following imposing figures indicate the extent of the activity of this institution : In the year 1913 it paid money compensation for 90,659 cases of sick- ness of its members, accompanied with disability and loss of earnings, compensating for 2,359,471 days of loss of time. The amount of medical aid granted is measured by equally large figures. The insured members themselves received the benefit of 1,084,- 940 consultations in the physicians' offices, 138,612 physicians' visits at the patients' homes, and 100,542 major and minor operations, or alto- gether 1,334,094 units of medical service. In addition, the dependents of the insured members received 492,741 REPORT OF SOCIAL INSURANCE COMMISSION. 213 consultations, 285,569 home visits and 52,670 operations, or 830,980 units, making a grand total of 2,165,074 units of medical aid. Hospital treatment was granted by the fund to the members onl\-. In one year, 10,097 cases were sent to the hospitals with 295,564 hos- pital days. Maternity benefits, including medical aid, were given to 3,916 women. Funeral benefits were paid for the deaths of 1,550 members, 498 wives of members, and 2,432 children; 2,588 patients were treated in summer resorts and medicinal baths, and 2,421 in homes for convalescents ; 41:^ persons were treated in a special institution for nervous diseases; 26,342 medicinal baths and 5,605 massage treatments were administered. These are only the most important of the forms of aid given, all of it to persons of very modest wage and salary income and without a single appeal to charity, at the total cost of $2,286,885, biit with due consideration of differences in costs and standards, probably equivalent to a $5,000,000 budget in a California community. All this work was done at the expense of 8 per cent for administration. It is impossible to contemplate these figures without recognizing that the activity of this institution could not help being productive of great results for the community of Leipzig in relieving many eases of poten- tial destitution, in alleviating suffering and conserving the health of the community. Critics of the German system have pointed out that the Leipzig figures show an increase in disability due to sickness from 8.6 per mem- ber per annum in 1889-1893 to 10.5 in 1909-1913. But this is largely due to the increase in the duration of benefits granted by the fund and better care taken of its members. As against this the mortality has decreased within the same 20 years from 8.98 per 1,000 in 1889-1893, to 7.66 in 1909-1913, a decrease of some 1.5 per cent in 20 years. Opinions of observers corroborate the impression which these illustra- tive figures convey. During a hearing before the Committee on Labor of the United States House of Representatives on April 6, 1916, the well-known actuary, Mr. M. M. Dawson, testified as follows : "I wish to premise what I say by two statements, which I think will be of service to the committee in that respect. Both of these statements are from Dr. George Zacher, the greatest authority upon the subject of social insurance in the world. * * * One of them is that from the actual statistics collected by the government of Germany there was an increase in the average longevity of the German males, the men of Germany, from the year 1870 to the year 1900, during which social insurance had been introduced and made effective in Germany, equivalent to 12 years added to the life of every man in Germany. ' ' The reputation of Germany in regard to mortality has changed from that of one of the worst in Europe during that period, and 214 REPORT OF SOCIAL INSURANCE COMMISSION. has been improving steadily up to the present time, at least up to the time that the war commenced, from that position to one of the very best. * * * "The other statement made was this: That the experience of the government in connection with this investigation was that not only the health, but also the height, the weight, physical strength, and ability of those who were called into the service of the German army had been one of steady improvement, showing a very marked difference lietween 1870 and 1900, and also, even between 1900 and 1910. "Those are two facts which might be contrasted with the con- ditions which exist in other countries. * * * During that same period there was not only no such improvement in Great Britain, but in addition, there was a very considerable diminution in the average condition of those who offered themselves for service in the British army — so marked a loss that public attention was repeatedly called to it. ^ ^ ^ ^ "Jp «■ "ST "There is a third consideration that I believe should be brought especially to your attention. Dr. Frankel and I found, that the remarkable improvement in the efficiency of the people in connec- tion with the industries of these countries, an increase in effi- ciency, which, as you know, has attracted world-wide attention, which changed the reputation of German workmen from that of a rather thorough but exceeding slow and plodding type of workman, which was their reputation when I was a boy, to that of easily the most efficient workmen of all Europe, and made the Austrians, in spite of the fact that they were so badly broken apart in regard to race conditions, only second to the Germans in that regard — that this increase in efficiency, while imdoubtedly partly due to the introduction of special schools in Germany and Austria, meaning vocational education, and also partly due to the introduction of compulsory military service, and the creation thereby of a special form of discipline, was chiefly due to social insurance. "Now, this was not the testimony merely of those concerned, like my friend. Dr. Zacher, in social insurance. It was their testimony without a single exception; but yet more was it the testimony of the leading employers of Germany, many of whom were consulted by us, and many others consulted by others, and what they stated about it made public; and it was the testimony of the officers of the German government generally ; and moreover, it was also the testimony of the leaders of the social democratic party, which represents virtually all of the workmen of Germany, and of all the representatives of the workmen of Germany in the sickness insurance associations. All but universal is the expresr sion of opinion among those who have been consulted upon the subject, by, for instance, Lloyd George, representing the British government; and you will find it made public in the documents published giving the results of his interviews, and by those who were consulted by Dr. Frankel and myself, and those who have been consulted by innumerable others who have gone there from our own country, as well as from other countries, that the prin- cipal thing operating to make a wonderfully efficient, healthy, REPORT OF SOCIAL INSURANCE COMMISSION. 215 long-lived people, Mas the thing which we are here to talk concern- ing today. ' ' The above statements refer almost exclusively to Germany; but in other countries similar results, though to a lesser degree, are begin- ning to manifest themselves. It is generally recognized that the British national health insurance system is less efficient than the German. Medical service is furnished scantily only, there are no hospital benefits, and there are many other serious limitations. The well known English writers on labor prob- lems, Sidney and Beatrice "Webb, criticized the health insurance pro- posals severely at the time of their introduction, and have often been quoted since then as opposed to the whole compulsory health insurance method. It is recognized that the criticism of the Webbs was made from an entirely different angle than that of the usual opposition, namely, that the health insurance la-w did not go far enough in the socialized care of the sick workmen. Early in March, 1914, a special investigating committee, with Mr. Webb as chairman, published a very careful report of the results of investigation of the British health insurance system, then very new and still in the midst of the formative stage. In the report many shortcomings of the system are disclosed with complete frankness. The more significant is the following intro- ductory statement: "We can not pretend to measure the advantage, to individuals or to the community, of the really gigantic provision thus made for the periods of incapacity — however far short of completeness or perfection the provision may be deemed." And, again, in conclusion : "We do not pretend in this survey, to give any vision of the social results of the National Insurance Act — ^to gauge the relief afforded in sickness and poverty, or the advance in health and productive power that its truly gigantic operations can not fail to be bringing about." In the opinion of the Webbs, and many others quoted, the preventive effect has already been indicated. The activity of the Leipzig sickness insurance fund was quoted above to indicate the possibilities of pre- ventive work which arise in connection with social insurance institutions. The great importance of this work of prevention is well stated in the following words of Mr. H. W. Dawson in the preface to his study of ' ' Social Insurance in Germany ' ' : "No one who has followed the development of the German social insurance systems and who knows the immense educative influence which they have exerted upon the working classes can doubt or wonder that it is the preventive work of the insurance organiza- tions — as applied alike to disease and accident — which most appeals 216 REPORT OP SOCIAL INSURANCE COMMISSION. to the imagination, sympathy, and confidence of those in whose interest these laws have been passed. For, after all, in Germany, as here and everywhere, what the self-reliant workman values more highly than distress benefits is a fair and full use of his faculties. What he wants is not sickness pay, but a healthy life ; not accident compensation, but sound limbs and unimpaired energies; not infirmity pensions, but the opportunity and the power to follow as long as possible the employment of his choice. Hence in their aggressive campaign against disease and their constant endeavor to lessen the risks to limb and life in industrial occupations the insur- ance authorities have from the first been conscious of the good will of the working classes, and have from no quarter received greater encouragement and . praise than from the recognized leaders of organized labor. It is not too much to say that the many-sided preventive work which is being done by these authorities constitutes so far the peculiar distinction of the German system of social insur- ance." A recent work by Dr. Paul Kaufmann, president of the Imperial insurance ofSee, is devoted to the preventive efforts of the German workmen's insurance system. The study takes up the following aspects of the preventive work : General medical aid, accident prevention under compensation, organi- zation of first aid for industrial accidents, specialized medical and surgical treatment for accident cases for the purposes of reducing dis- ability, placing of injured workmen in industry, general institutional care for chronic invalids, special measures for treatment of tuberculosis, and the indirect effect upon housing ref orm_ and other methods of social welfare through investment of insurance funds. "It may be pointed out," says Dr. Kaufmann, "that preventive work lies outside of the field of insurance, the purpose of which is to equalize and distribute and not to prevent the loss. "In fact, indemnity as the insurance purpose occupied the first place in the practice of German workmen's insurance in its early stages. Only after some years, when the initial difficulties were overcome, did the principle gain recognition that the highest objects of insurance are not reached through distribution of the losses sustained; that protection aijainst loss of earning capacity was more important than the care of the incapacitated and that every preserved productive life represented an important national asset." On the other hand very different estimates of the general social results of the German social insurance system have appeared, which can not be disregarded. These consist mostly of medical literature calling attention to the problems of malingering, traumatic neuroses and even pension liysteria. In addition, there is a much more limited amount of economic and sociological writing concerning the general effects of the German social insurance legislation upon the working REPORT OF SOCLVL INSURANCE COMMISSION. 217 class and the general economic conditions of the German empire. In the latter writings the medical literature referred to has been very freely drawn upon, so Professor L. Bernhard in his study "Undesirable Results of German Social Legislation" lists 78 such medical publica- tions between 1889 and 1912, that is during a period of 24 years, which of itself does not appear to be an indication of very alarming conditions. Of the economic literature, two pamphlets have attracted particular attention : that by Professor L. Bernhard, referred to above, and a study by Dr. Ferdinand Priedensburg, entitled "Die Praxis der Deutschen Arbeiterversicherung. " Both have been translated into English and published for wide distribution by the Workmen's Compensation Pub- licity Bureau, an organization of private easvialty insurance companies.^ Professor Bernhard 's study is directed not only against the German social insurance system but other branches of social legislation, as for instance government control of private enterprises and government extension into industry, party rule, etc. The part of the study devoted to social insurance contains some 30 to 35 pages of evidence of simu- lation, pension mania, traumatic neuroses and exaggeration of disability. Almost the entire evidence is taken from the field of accident compen- sation. The only charge against the practice of sickness insurance is that "unemployment, which is so prevalent in the building trades in winter, leads to an increased indication on the part of those insured to report themselves as disabled on account of slight ailments," and that in general, sickness insurance is frequently made use of as a way of insurance against unemployment. This is a well recognized by-product of sickness insurance even in American fraternal orders and trade union funds, but a slight exag- geration of total sickness volume resulting from absence of unemploy- ment insurance does not appear as a very serious offset to the tremendous work of prevention and the life and health preservation accomplished by the German sickness and invalidity insurance systems. The evidence of malingering and the like under the compensation law presented by Professor Bernhard is more voluminous. But he him- self admits that it is not a destructive feature of the German workmen 's insurance ; that long before its development, ' ' railroads and insurance companies had to carry on a constant warfare against unjustifiable demands, that members of the 'upper classes' also were distinguished for exaggerating their injuries until attainment of an indemnity cured them with extraordinary rapidity, and that the desire to derive a profit from 'It may be worth while pointing out that the title of Dr. Frledensburg's pamphlet was translated somewhat inaccurately into English as "Practical Results of Working- men's Insurance in Germany." The German term "Praxis" means the "practices," the "mechanism," or "the methods of application." Dr. Friedensburg really endeavored to criticize certain methods, in his opinion harmful, rather than the results of the system in its entirety, or the principles of social insurance. 218 EEPOET OP SOCIAL INSUKANCE COMMISSION. an accident is an entirely normal occurrence even with the best of our people." To place a definite valuation upon such "undesirable results" it would be necessary to measure their frec[uency, but no such measurement, beyond a recital of various experiences by individual physicians is given. One may readily agree with Professor Bernhard that the system of small, inconvertible life pensions for comparatively unimportant injuries is undesirable and that lump sum payments in such cases are less likely to keep the claimant either in a state of worry about his pension or in a mood to simulate and malinger. However, an impartial reading of his evidence does not lead to the conclusion "that workingmen's insurance legislation is showing undesirable moral and hygienic results, which were originally regarded as a necessary evil but which are gradually making the blessings of workingmen 's insurance appear very questionable. ' ' Such a sweeping condemnation of a system which had developed for 30 years, which had been more or less imitated by the entire civilized world, and costs thousands of millions of dollars, would appear to be a very serious matter indeed if justified. The criticisms of Dr. Friedensburg have been even more frequently quoted. They cover a wider range of topics embracing all the branches of social insurance. The main criticism may be summarized as follows : "According to the author: (1) workingmen's insurance has imposed upon German industry an enormous financial burden, interfering with Germany's position in the international market; (2) the methods of administration are cumbrous and the cost is excessive; (3) "social sympathy, humanitarianism or whatever other feelings these unhallowed catchwords cover" have been sub- stituted for legal justice, both in courts and administrative bodies, thus demoralizing the German nation; (4) an enormous amount of malingering exaggeration, wilful aggravation and even self- infliction of injuries has developed; (5) the workmen have been taught the love of litigation; (6) they have been pampered by excessive generosity in grants of pensions and by excessive luxury in hospitals, in food, drink, medical care and nursing; (7) the original aim of social insurance, reconciliation of classes, has failed, and the general unrest has only been aggravated; (8) the Social Democrats have had a very bad influence, especially in the manage- ment of the sick-benefit funds, often conducting anti-governmental agitation in the committees; (9) the tendency of many employers to pay the workmen's share of old age pension dues is declared to be a vicious one; and (10) alarm is expressed concerning future extensions of the system." Again since Dr. Friedensburg does not deny the essential justice of the social insurance provisions, but only the supposed inefficiency, extravagance and excessive liberality of the administration, a careful BEPOKT OF SOCIAL INSURANCE COMMISSION. 219 measurement of the evil results would be necessary before a final estimate is possible. The important question arises, how far are the views of Bernhard and Friedensburg accepted by most students of the German social insurance system. Dr. B. Zahn, a recognized authority, states that Dr. Friedensburg 's "conclusions have been rejected by most authorities and impartial critics of the German workmen's insurance because of their evident one-sidedness and gross exaggeration." Among such authori- ties may be mentioned Dr. Paul Kaufmann, the president of the Impe- rial Insurance Office. A well-known German surgeon, Dr. Otto Hintze, refers to such charges of the weakening of the German workman's sense of responsibility and productive energy as a "monstrous exaggeration. ' ' The entire structure of social insurance is also attacked on its economic and financial grounds as being an unwarranted burden upon the wages, upon industry and upon the state treasury. It is obviously illogical to speak of the burden of social insurance upon the budget of the wageworkers, since the benefits all accrue back to them. The only additional burden would be the cost of administra- tion, but since this is only a small proportion of the whole cost, and very much smaller than contribution from employers and the state, the wageworkers are evidently gainers thereby. Only then could the cost of social insurance be charged as a burden to the wageworkers, if it came as a substitute for some other method of supplying the same indemnities and services without cost to the wageworkers. The combined cost of sickness, invalidity, old age insurance (accident compensation being paid for entirely by the employers) , says Mr. H. W. Dawson, varies greatly, but it is probable that the predominate ratio is rather over than under 3 per cent of wages, while 4 per cent is not uncommon. The cost upon the employer is approximately the same. 220 REPORT OF SOCIAL INSURANCE COMMISSION. Mr. Dawson quotes the following tAventy-one examples of combined charges upon industry : Kind of establishment Combined ratio ill per cent of wages 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. Steel Iron and steel Locomotives and ears Locomotives Machine tools Machinery Machinery Machinery Electrical engineering Electrical engineering Automobiles Shipbuilding Coal mining Coal mining Chemicals Chemicals Chemicals Glass Paper Cotton spinning and weaving Cotton spinning 3.4 3.7 4.2 3.7 4.0 3.7 3.1 3.5 2.6 2.4 2.6 4.0 5.4 8.2 2.9 3.0 4.0 5.1 4.0 4.0 2.2 The average cost of the 21 forms was 3.8 per cent of the payroll and this burden did not appear to injure the standing of German industry in the world's competitive market. It is reasonable to assume that the cost of health insurance was returned to the employer in increased efficiency, and in like manner the cost of invalidity and old age insurance was returned to the employer in increased efficiency, while the cost of invalidity and old age insur- ance was offering a practical remedy against the evils of superannuation. The burden which the German social insurance system has placed upon the state treasury is not very great ; amounting to only $10,000,000 or $12,000,000 it hardly raises any serious fiscal problem. The total financial burden of the German social insurance system is, of course, substantial, if the term burden is the proper one to apply. Evidently from the viewpoint of social results, the substantial volume of financial aid falling to the benefit of the wageworkers is an indication of the efficiency rather than the burden character. The following total will indicate the total volume of contributions made toward the support of the German social insurance system for the 29 years 1885 to 1913, inclusive. The grand total amounts to the very substantial figure of $3,195,488,336, to which must be added an income REPORT OF SOCIAL INSURANCE COMMISSION. 221 from interest and other sources of $353,214,134, making the total income of the system $3,548,702,470. Accident, 1885-1913 Siclme3s, 1885-1313 Invalidity and old age, 1885-1913 Total Contributions by employers- Contributions by insured persons -_--- _. $709,059,663 $460,471,761 997,922,005 $418,026,865 418,026,865 191,981,177 $1,587,558,289 1,415,948,870 191,981,177 Subsidy by empire Totals $709,059,663 $1,458,393,766 $1,028,034,907 $3,195,488,336 Note. — For an exact showing the share of the Empire should include the adminis- trative expenses which are largely borne by it, but in what proportions can not be stated. The assets at the end of 1913 were as follows: Accident insurance, $142,291,870; sickness insurance, $88,974,872; and old age and invalidity, $501,107,001; total, $732,373,743. It follows that during these 29 years over $2,816,000,000 were spent for purposes of relief of need and suffering. These figures, however, include the combined operations of nearly three decades. It is interesting to quote the corresponding figures for the year 1913 alone. Accident Siclcne»3 Invalidity and old age Total Contributions by employers. Contributions of insured persons $46,333,983 $38,246,695 77,662,565 $32,536,813 32,536,813 13,106,494 $117,117,491 110,199,378 Subsidy by empire 13,106,494 Interest, etc. __ $46,333,983 8,231,920 $115,909,260 5,349,979 $78,180,120 17,005,148 $240,423,363 30,587,047 Totals $54,565,903 $121,259,239 $95,185,268 $271,010,410 In referring to these combined figures of cost an American writer, H. G. Villard, speaks of the astonishing growth of economic burden that Germany is called upon to carry. According to the figures quoted by him the total cost increased as follows : 1891 $ 33,000,000 1901 93,000,000 1911 182,000,000 and he says, therefore, "unless a halt is called in time the load of this social legislation, heretofore successfully carried, may become a crush- ing one for German trade and industry. ' ' It may be noticed, however, that the figures of increased insurance operations are usually taken as evidence of financial strength rather than financial burden. In Great Britain, the fiscal aspects of social insurance are more 222 REPORT OF SOCIAL INSURANCE COMMISSION. important because the active cost of old age pensions, a substantial part of the cost of health insurance and also of unemployment insur- ance, is borne hy the state treasury. The total appropriations for old age pensions, labor exchanges, insurance, etc., in the appropriation act of 1914 amounted to £22,129,750 ($107,694,428), and the estimates for 1915-1916 were almost equally large, £21,787,158 ($106,027,204). Roughly this expenditure of over $100,000,000 was distributed as follows: Old age pensions, about $65,000,000; unemployment insur- ance, including expenses for labor exchanges, some $5,000,000, and the remaining $30,000,000 is the state's contribution to the health insurance system. (See this report, page 169.) This is not an inconsiderable sum. But in view of the social good it has accomplished, in view of the enormous expenditures which the British nation with all other nations of Europe is at present spending on work of destitution, how can anyone argue that the expenditure of $100,000,000 annually, or $2.50 per capita, for the care and cure of the sick, the support of the aged and the unemployed, for hospitals, sanatoria and labor offices is a burden upon the finances of the country? CHAPTER VII. EXISTING FACILITIES FOR INSURANCE OF WAGEWORKERS IN THE UNITED STATES. REPORT OF SOCIAL INSURANCE COMMISSION. 22ri SECTION I. IN GENERAL. Even though the movement for social insurance as a governmental or social policy is very recent, and only gathering strength, a great variety of methods of providing insurance or pensions for wageworkers and other employees has grown up during the last half century, and it can not be said that the problem of the worker's insurance has been altogether neglected in this country. In fact, when the German expert on social insurance, Dr. George Zacher, requested Professor Charles R. Henderson of Chicago University to prepare a study of con- ditions in the United States for his very comprehensive five volume series "Die Arbeiter Versicherung im Auslande" (Workmen's insur- ance in Foreign Countries, Berlin 1891-1908), the result of Dr. Henderson's work was a very large volume. The efforts have come from so many directions and are of so many different kinds, that perhaps a detailed classification will help the general view of the situation. The following classification has been adopted from Dr. I. M. Rubinow's "Social Insurance:" I. Institutions conducted by workers exclusivel.v for the benefit of workers — (a) Trade unions, national. (6) Trade unions, local. II. Institutions, conducted exclusively for workers, but either entirely by employ- ers or with their participation or under their influence — (a) Factory funds. (&) Railroad funds. (c) Store funds. (d) Miners' funds. (e) Employers' pension system. III. Institutions of a mutual nature, not limited to wageworkers, but drawing a substantial part of their membership from the — (a) Fraternal orders. (6) Local lodges. (c) General mutual benefit societies. (d) Special sick benefit societies. IV. Insurance companies operating among all classes of the community, but draw- ing its clientele primarily from the working class — Mutual industrial life insurance companies. V. Same as above — but stock companies, operating for profit — Industrial life insurance companies. Casualty companies. 15—27626 226 REPORT OF SOCIAL INSURANCE COMMISSION. VI. Governmental agencies limited to government emplojees — (a) Municipal pension funds: Teachers. Policemen. Firemen. Other employees. (6). State pension schemes, (c) National army and navy pension systems. VII. Governmental agencies not limited to government employees — (a) The national military pension system. (6) The Massachusetts savings bank plan, (c) The Wisconsin state insurance plan. It may be questioned in how far the military pension system should be properly classified with general measures, or with those provided for government employees. It is true that thej' are given in return for some government service, and yet the enormous sums for war pensions are paid largely to civilians and their widows, and the number of pensioners is sufficiently large to constitute it a peculiar selective old age and widowhood pension system. Even outside of these the variety of -the existing systems is very large. Unemployment benefits are given by trade unions only, but other forms of insurance are practiced by institutions of almost all other types, so that it is rather diiificult to state definitelj' which of the forms of work- men's insurance is the most familiar to the American wageworker, except that of life insurance for small amounts, more accurately desig- nated as funeral insurance, which has been developed to a very large extent by the large industrial life insurance companies. Trade unions give sickness and disability benefits; some grant them to invalids and the aged and many have provisions for small death benefits. Establishment funds of various kinds go in largely for disability benefits, and with the extension of the compensation legislation, they concentrate largely at present upon sickness benefits or health insurance. And yet in case of large employers, these societies and funds provide more and more for old age pensions, in a few cases through mutual con- tributions, but more frequently within recent years, at the exclusive expense of the employer. Some large employing corporations have a certain amount of life insurance either directly or through group insurance with ordinary life insurance companies. Mutual benefit organizations, organized either in the form of large national fraternal orders, or in local lodges, or in some other form and name, have a very wide patronage. The insurance activity of fraternal lodges has been mainly in the line of inexpensive assessment life insur- ance, but a good many of them practice health insurance as well. A number of smaller mutual benefit organizations have also grown up, which usually furnish health insurance. REPORT OF SOCIAL INSURANCE COMMISSION. 227 Large life insurance companies, either mutual or stock, write pri- marily ' ' life insurance, ' ' which, in view of the small amount of insurance carried, is more frequently only funeral insurance. But it is usually overlooked that the popular endowment policy is really a combination of life insurance and old age insurance. And though endowment insurance (on account of its higher cost) is less popular with the wageworker than others, some is being written among them. At least one large life insurance company has tried the experiment of writing health insurance for groups of wageworkers, but it has not been adopted to any large extent. Other stock insurance companies, commonly known as casualty insur- ance companies, write health insurance to a considerable extent, and some of them specialize in the so-called "Industrial Accident and Health Insurance," on a plan of small monthly payments. This is intended primarily for the wageworker, or any person of small income. Finally, there are a large number of governmental systems and funds for payment of old age or disability pensions to public employees. In these efforts, municipal have done more than state governments, and the federal government has not as yet established any system of pensions for its civilian employees, notwithstanding an agitation of many decades. The existence of all these numerous plans and systems indicates that American wageworkers appreciate the necessity of protection against various hazards, and shows the value of insurance as a method of furnishing this protection. It also proves that a growing number of employers have learned the value of such insurance provision, both to the workers and to their own enterprises. It is unfortunately impossi- ble to state definitely how large a part of the need these numerous forms of organization meet. Statistical data are very scant. 228 REPORT OP SOCIAL INSURANCE COMMISSION. SECTION II. TRADE UNIONS. The benefit features of the American labor organizations are as old as the American trade union movement, but only since 1880 has there been any considerable increase in such activity. The development since then has been substantial. There is still a difference of opinion as to how far these beneficiary features were helpful to the trade union move- ment. Arguments are made that since the expense of maintaining benefits makes the dues of membership higher, persons who might otherwise join the unions are prevented from doing so; also that this benefit feature detracts the attention of the labor organizations from their main purpose of improving conditions of employment. It is maintained, however, that the establishment of benefit features is a direct aid to a union in carrying through its trade policies; that systems of benefits, if they do not attract them, are successful in retain- ing members, and that sharp and sudden declinations in membership during industrial disturbances are thus prevented, and that it is a vital aim of the trade union policy to retain in hard times what has been gained in good times. This seems to have been proved in the fluctua- tion of membership of various unions in the depression of 1893-97. In any case during the 25-yea.r period, 1880-1905, a very large number of fraternal trade unions had established benefit funds, as is shown by the government report. The Amalgamated Society of Carpenters and Joiners, the Cigar Makers International union, the United Brotherhood of Carpenters and Joiners, the National Association of Letter Carriers, the Brotherhood of Painters, Decorators and Paperhangers, and the several brotherhoods of railway employees, namely the Grand Interna- tional Brotherhood of Locomotive Engineers, the Brotherhood of Loco- motive Firemen and Enginemen, the Brotherhood of Locomotive Train- men, and the Order of Railway Conductors, all showed the largest development of benefit features. Of the total amount of $7,829,121 paid out by the national labor organizations, the four railroad brother- hoods paid over 60 per cent. Professor Charles R. Henderson states that for 1905 the national unions of the American Federation of Labor paid out in benefits as follows : Death benefits $742,421 Death benefits, widows 24,800 Sick benefits 582,874 Out-of-work benefits 85,051 Other benefits 68,170 $1,503,316 EEPORT OF SOCIAL INSURANCE COMMISSION. 229 It is doubtful if there are as many as half a million men insured for any benefit through these national unions, outside of the railway brotherhoods. It is difficult to say how far these activities have increased during the ten years which have elapsed since the preparation of the government report. The commission is informed that the United States Bureau of Labor Statistics has recently undertaken a new study of trade union benefit funds, which will indicate the degree of the recent developments. It is obvious, however, that this development has not been proportion- ally great when the needs of the masses of wageworkers are considered. 1. The brief list of unions with a substantial development of benefits indicates that only the best paid trades are represented, as the railway brotherhoods, carpenters, painters, cigarmakers, etc. 2. The death benefits remain the main line of activity, and whatever the influence of the death benefit in increasing the cohesiveness of the labor organizations, the economic importance of these benefits as a meas- ure of poverty prevention is not very great. The average amount of the death benefit is small. . Number of deaths paid foi Total amount paid Average amouut 2,352 7,686 $3,776,599 1,387,786 $1,605 182 Totals 10,038 $5,164,385 $515 In other words the railway brotherhood men were the only ones which granted death benefits that represented a substantial amount of life insurance. As far as the other unions are concerned their death ben- efits are comparable to the funeral insurance of the industrial life insurance companies and have very little economic significance. Counting in both the national and local unions, the memberships protected by sick benefits through labor organizations listed in the gov- ernment report of 1908 probably did not exceed 400,000, of which 300,000 were insured through the national union and 100,000 through local unions. Since the list of the latter was manifestly incomplete, it is possible that the actual number of workmen insured against sickness through labor organizations may have been 500,000 or 600,000. But it represents an insignificant proportion of the wageworkers of the United States. Moreover, the quality of the insurance service as well as the quantita- tive extent are also subject to very material limitations. The data for eleven national unions, with a membership of some 140,000 seem to indicate an average sickness rate of five days per capita. This unusually low sick rate (in comparison with any European data) is explained by 230 REPORT OF SOCIAL INSURANCE COMMISSION. several limitations. There is usually a waiting period of at least 7 days, the duration of benefits is seldom over 13 weeks, and often drops to 10. A full year's membership is required before any benefits are paid. The amount of weekly benefits is small. The same conditions characterized the local union benefits for tem- porary disability in 1906 and undoubtedly still characterizes them at present, for there has been very little tendency to enlarge the benefits. The rate of weekly benefits was subject to many fluctuations and varied from $2 to $10. Weekly benefits Less than $5.00, $5.00 $6.00 $7.00 $8.00 $10.00 $12.00 Total Nujulser of unions paying 90 166 17 41 7 24 1 346 Only 82 unions, or less than 25 per cent, gave benefits over 13 weeks, and over one-third limited them to ten weeks or less. The requirement of a certain period of membership to establish the right to temporary disability was enforced in 275 out of 346 funds. This period amounted to : Length of membership reQulred Number of unions Less than 3 months. 3 months ' 4 months 6 months 9 months 12 months Total 31 60 1 158 1 24 275 When all these restrictions are considered with the small amount of weekly benefit and the absence of medical benefits, the role of unions as a factor in the health insurance of the twenty -five or thirty million wageworkers of the United States becomes a modest one. REPORT OF SOCIAL INSURANCE COMMISSION. 231 SECTION III. FRATERNAL ORDERS. The fraternal orders are the greatest effort in cooperative noncom- mercial insurance in this country. "While there are some fraternal orders which are exclusively social in their purpose, most of them are engaged in some form of mutual insurance, mainly life insurance, and next in importance, in health insurance. Notwithstanding their importance in the social and economic life of the American people and the large amoimt of literature on the subject, accurate statistical infor- mation is incomplete. The following table taken from the Insurance Year Book for 1915 indicates the truly gigantic dimensions of their activity in the field of life insurance : Life Insurance by Fraternal Orders. Paid for Paid to agents Insurance Certifl- panics in dues claims and for management written in force at end of year catea in force 1901 489 $72,242,667 $64,128,047 $8,850,097 $799,626,678 $5,656,453,465 4518955 1905 570 91,354,819 72,551,897 11,349,269 1,026,308,429 8,150,350,736 6118938 1909 645 82,572,326 89,899,541 15,579,139 1,203,403,691 8,920,716,227 7909626 1913 509 129,520,444 101,006,344 19,262,702 1,065,071,108 9,622,276,590 8058317 1914 498 125,981,863 98,585,384 17,454,401 1,079,569,596 9,171,284.227 7868554 1915 492 122,291,820 98,719,683 16,132,911 922,890,579 8,694,449,483 In volume this activity compares well with that written by the ordi- nary old line life insurance companies : Numljer of policies in force Amouut of insurance in force Ordinary life Fraternal orders 8,284,281 7,695,944 $15,609,722,445 8,694,449,483 Though the table appears to indicate a very large shrinkage in the number of certificates outstanding, the accuracy of this is rather doubt- ful, since the compilation of the Insurance Year Book is far from complete, as the fluctuations of the number of orders indicate. Though the apparent decrease may be exaggerated, there is little doubt that the rapid increase in membership evidenced some years ago has ceased. Fraternal orders are a very important manifestation of the need of cheap cooperative insurance, and of the many efforts, more or less suc- cessful, to achieve it. The dangers which often accompany the efforts to obtain insurance too cheaply, or below cost, are well known. The 232 REPORT OF SOCIAi INSURANCE COMMISSION. actuarial problems of fraternal life insarance are well understood by- professional actuaries and by many managers of fraternal orders. While many orders and other assessment life insurance schemes have failed in the past, and many others are struggling against severe odds, a healthy movement for sufficient reserves has been growing up among better fraternals for nearly twenty years, since the organization of the American Fraternal Congress. It is well known that millions of men have been buying insurance in fairly substantial amounts through these channels who otherwise could not or would not have purchased it. That a solid actuarial basis is necessary to safeguard these orders is quite evident to anyone who has given careful thought to the matter. But the substantial advantages which these orders possess are: (1) Combining life insurance with desirable social intercourse, without which it would not be effected; (2) Selling insurance on low monthly premiums. In view of the inevitably high cost of collection of premiums by house-to-house visitations, necessary under the methods of industrial life insurance companies, the fraternal orders undoubtedly deserve all the help and encouragement that only scientific government supervision can offer. It is impossible to ascertain how far these fraternal orders meet the needs of wageworkers. The fact that there are some 30,000,000 indus- trial life insurance policies in force, seems to indicate that the masses of wageworkers prefer this form to the fraternal insurance. It would appear extremely unwise for a wageworker who carries a substantial amount of fraternal insurance (from $1,000 up) to go on paying the weekly premiums for small industrial policies as well, though as a matter of fact, a good many do so. But how many of the eight million fraternal insurance certificates in force belong to wageworkers it is impossible to tell. An investigation made by the Connecticut Bureau of Labor Sta- tistics, very limited in scope and referring to conditions 25 years ago, is quoted by Professor Charles R. Henderson. From this it appears that some 25 per cent belong to the professional business classes, some 40 per cent are well paid mechanics, 11 per cent clerks and only 20 per cent are low paid mechanics. It is doubtful if there is any substantial representation of unskilled labor among the fraternal membership. Even if, in absence of better data, it should be assumed that one-haLE of the people insured against death by fraternal orders are wageworkers, then 4,000,000 certificates or policies evidently cover only a small pro- portion of the American wageworkers. Health Insurance Through Fraternal Orders. Still less information is available on sick benefits, or health insurance, of fraternal orders, second in importance only to the life insurance. No investigation of this sub.iect on a national scope has been made. Even REPORT OF SOCIAL INSURANCE COMMISSION. 233 the list of fraternals giving such benefits is not available. Such benefits are usually paid by the local lodges entirely on their own responsibility, while the payment of death benefits is controlled by the central adminis- tration. Several fraternal orders which have not gone in for life insur- ance have developed sick benefits. In some orders the option whether to go into the field of health insurance or not is left entirely to the choice of the local lodges. "While in case of some orders, this is forbidden to lodges, or in any ease not practiced. The strong movement within the fraternal orders to expand their health insurance activity at the expense of life insurance is very signifi- cant indeed. It is a recognition on one hand that the problem of sick- ness as a cause of poverty is as important as that of death, and on the other hand that there is a greater dearth of acceptable health insurance facilities as compared with life insurance. The specific problems of fraternal health insurance, in so far as they have been ascertained in the investigations in California, are discussed in detail elsewhere. Primarily they are : Absence of medical aid. Changeable membership. Insecurity in the soundness of the small local lodges. How far these difficulties exist throughout the country it is impossible to say. While all these shortcomings may be corrected, the crucial test of this form of health insurance among wageworkers is the number of persons insured. On the basis of the California data a guess might be ventured that there are some five or six million persons insured for health in various fraternal orders in the United States, though how far this number should be reduced for duplications and how many of them are wageworkers no one can tell. 234 REPORT OP SOCIAL INSURANCE COMMISSION, SECTION IV. ESTABLISHMENT FUNDS. Under this term are included all kinds of insurance aid organizations existing in connection with industrial establishments, and limited in membership to employees of that establishment. This is a type of insurance organization or fund that existed in every European country before the advent of compulsory insurance and was accepted into the system of compulsory insurance. There are several distinct types of such funds in this country. (a) An organization springing up voluntarily among employees and administered by them without assistance from the. employer. (&) An organization receiving either occasional subsidies or definite contributions from the employer, which may or may not carry with them the employer's participation in the administration of the fund. (c) An organization, the management of which is absolutely centralized in the hands of the employer who makes membership a condition of employment. (d) An organization or a system of benefits maintained and financed by the employer, without any contributions from the employees. In the case of some small establishments, the benefits are provided by means of the purchase of group insurance policies from private insur- ance companies. Group policies can be purchased which grant protec- tion against death, industrial accidents, nonindustrial accidents and sickness. Establishment funds are more frequent among large employers of labor. They require for their successful administration, permanency of employees. They are found most frequently in — Railroad companies. Other public service corporations, ■" Department stores. Insurance companies, Banks, Large factories and mills. They are much less frequent in building or construction enterprises in which many millions of unskilled laborers are employed. Thus low paid labor is seldom protected through the medium of establishment funds. REPORT OP SOCIAL INSURANCE COMMISSION. 235 Available statistics indicate that in nearly 75 per cent of the funds, the administration is entirely in the hands of the employees. In less than 20 per cent of the funds membership is compulsory. The rates of weekly contributions vary from 25 cents to $1 a week. Weekly benefits of $5 and $6 are the rule in more than one-half of the funds, and the predominating duration of benefits is 10, 12, 13 or 26 weeks. Over one-quarter of the funds are giving compensation for less than 13 weeks, and only one-eighth for over 26 weeks. Superannuation and pension benefits are given by very few funds, and when given are usually in the form of service pensions. The voluntary method of making necessar.y provisions has, of course, limitations. Depending as it does iipon the initiative either of employees or the employer, the practice is far from universal. Volun- tary efforts, however, usually precede legal enactment and are valuable in indicating what is feasible and wise. The number of establishment funds has been growing rapidly in the last few years, and this fact is an argument that conditions have become ripe for some comprehensive system of protection, brought about by legislative enactment. 236 REPORT OF SOCIAL INSURANCE COMMISSION. SECTION V. COMMERCIAL INSURANCE COMPANIES. A — Industrial Life Insurance. Like any other member of the community, a wageworker may purchase life insurance of the so-called "ordinary kind," and there are some wageworkers among polieyholder.s of ordinary life insurance companies. However, the cost of life insurance under this plan appears to be too expensive for the mass of workingmen and persons of small salaries. This, on the one hand, has led to the development of fraternal insur- ance in the effort to obtain insurance at cost ; and, on the other hand, it has given enormous popularity to industrial life insurance, which is life insurance of very small amounts, paid for in small weekly premiums. The amount of industrial life insurance written and the increase in the number of policies in the last 40 years is shown in the following table : Year Insurance written during year Insurance in force Policies in force Average amount 1876 . __ $727,168 34,768,035 93,736,727 242,250,959 380,832,362 566,037,936 661,097,015 749,717,264 825,682,808 $443,072 19,590,780 144,101,632 428,087,245 819,521,373 1,468,474,534 2,309,886,554 3,179,489,541 4,170,971,777 4,816 228,357 1,360,376 3,875,102 6,943,769 11,215,531 16,869,758 23,044,162 31,134,303 $92 86 1880 .- - 1885 _ - 106 1890 110 1895 . . 118 1900 -■- 131 1905 __ __ __ 136 1910 137 1914 134 The average annual premium per policy in force is about $7.50, or some 15 cents per week. An enormous expense of administration is made necessary by the system of maintaining a large army of collectors making weekly visits to the homes of the insured to gather the nickels and dimes. Notwithstanding the recent efforts to reduce the expenses, their ratio to the total premiums for the largest industrial insurance companies fluctuates between 30 and 35 per cent, and if their industrial business alone should be taken, would be higher — between 34 and 38 per cent. Moreover, the premium volume, as stated, is exaggerated by the inclusion of dividends. If this element were excluded, the propor- tion of the expenses to the net cost would be higher. A very large lapse ratio is another shortcoming of industrial life insurance. In the past, some 65 to 70 per cent of all the policies issued REPORT OF SOCIAL INSURANCE COMMISSION. 237 have lapsed for nonpayment of dues. The larger companies are now making earnest efforts to reduce this lapse ratio. But even in 1914 the data for the two largest companies are as follows : Policies ceased First company Second company Bj' death By maturity By expiring By surrender By lapse Totals Total issued and renewed 163,339 11.5 13,756 1.0 19,806 1.4 44,138 3.1 1,180,854 83.0 1,421,893 100 2,189,276 132,900 358 14,167 101,967 1,311,317 8.5 .9 6.6 84.0 1,560,709 2,356,034 100 The resemblance of the figures for the two companies in the lapse ratio is rather striking. Of all terminated policies 83 to Si per cent have lapsed. Even if the proportion to the policies issued is taken (which really makes the showing too favorable because with the rapid expansion of business an increasingly large number of policies is written each year, and therefore an increasing number of policies is lapsed), the proportion of policies lapsed or surrendered is 56 per cent for one company and 60 per cent for the other. Thus a very large amount of energy spent in obtaining this voluntary insurance and a very large amount of money paid by millions of wageworkers is a total social loss. The average amount of insurance is so small that the insurance received by the family at the death of the insured is, in the majority of cases, spent entirely upon the funeral. These remarks are not meant as an attack upon the industrial life insurance business maintained by the large commercial companies. The valuable work recently developed by some of the larger companies in social service to the policyholders in furnishing them with nursing aid, in their educational work in public health and personal hygiene, in their important scientific work in vital and social statistics and finally in their mutualization, is not to be disregarded. But the conclusion is inevitable that collecti^'ely American wageworkers pay a very large amount for industrial life insurance which meets only one of their many needs for protection. The expense of industrial life insurance companies also demonstrates the impossibility of inexpensive admin- istration in voluntary insurance based upon a system of solicitation. B — Insurance In Casualty Companies. Though very much less imposing in its totals, insurance in casualty companies offers an additional medium for the protection of wage- workers at present. The term "casualty insurance" is not a very 238 EEPOET OF SOCIAL INSURANCE COMMISSION. definite one. The insurance carriers which write any line of insurance outside of life, fire and marine insurance, are designated as casualty or miscellaneous insurance companies. The latter term is perhaps some- what more comprehensive in that it includes surety or bonding com- panies, though as a matter of fact many casualty companies also write surety business, while several of the large bonding companies have recently established casualty departments. The casualty insurance business may be divided into two broad branches: personal insurance (accident and health, and also compensa- tion, which is only group accident insurance) ; and property insurance, such as boiler, plate glass, burglary and similar forms. Liability insurance, a very substantial part of the casualty business, is often looked upon as personal insurance, but, as a matter of fact, is a contract for protection of property rights of the insured person. Disregarding compensation insurance, already discussed elsewhere, only the remain- ing forms of personal accident and health insurance interest us here. The volume of this form of insurance is very substantial, though of comparatively recent growth. In fact until the recent development of workmen's compensation insurance, personal accident and health insur- ance was, next to liability, the most important branch of casualty business, the amount of annual premium reaching over $40,000,000. Accident and Health Insurance by Casualty Companies. Year Premium Los.5es Per cent 1908 . . . _ - . . - - . $23,078,288 24,609,374 31,176,464 33,097,540 37,990,589 40,671,835 41,830,753 41.091,739 $9,621,357 9,484,121 12,372,256 14,537,883 16,745,835 18,203,285 18,361,764 18,535.646 41.6 1909 38.5 1910 -_ — — - — — — — — — — - 39.7 1911 43.3 1912 . . . — 44.1 1913 . . . 44.8 1914 43.9 1915 45.1 While these figures indicate substantial growth, the total amount does not compare very impressively with the total loss due to accident or disease, since insurance for both accident and health is very much smaller in amount than for compensation (or individual accident) alone. Again we are confronted here with lack of statistical information. Even the distribution into accident and health sepai'aleiy is impossible because some states do not require such distribution and the figures are given together. REPORT OP SOCIAL INSURANCE COMMISSION. 239 The Insurance Year Book for 1911 gives these figures separately, and though admittedly not altogether accurate, they are fairly characteristic : Tear Accident Health Per cent health Premiums received Losses paid Per cent Premiums received Losses paid Per cent premiums received 1901-1905 1906-1910 1896-1910 $65,572,736 $27,985,457 99,549,393 41,206,707 201,566,143 85,348,206 42.6 41.3 42.3 $7,157,396 23,848,719 31,006,115 $2,903,787 9,607,381 12,511,168 40.5 40.2 40.0 9.8 19.3 15.8 The division between accident and health given for sixteen large casualty companies for the decade 1906-1915 indicates that only 21.3 per cent of the total was for health insurance. The tabulation of the data for various states as given in the Specta- tor's Insurance Year Book for 1916-1917 (pages A-228 to A-363) yields the following results : Premiums written Losses paid Per cent Thirty-eight states reporting accident and health separately— Accident , - _ _ -- - - $29,021,194 6,351,672 $13,105,202 2,875,930 45.2 Health — — 1 45.3 Ten states reporting accident and health together $35,372,866 5,718,873 $15,981,132 2,554,514 45.2 44.7 Total accident and health $41,091,739 $18,535,646 45.1 Apportioning the undistributed amounts in the ten states in the same ratio in which accident and health business is represented in the other thirty-eight states, results as follows: Premiums written Losses paid Per cent Accident - -- -- $4,691,763 1,027,110 $2,094,702 459,812 44.6 Health . , . 44.8 Total $5,718,873 $2,554,514 44.7 The total amount of business therefore is distributed approximately as follows : Premiums written Losses paid Per cent $33,712,957 7,378,782 $15,199,904 3,335,742 45.1 Health . 45.1 Total . - $41,091,739 $18,535,646 45.1 240 REPORT OP SOCIAL INSURANCE COMMISSION. The number of persons represented can not be ascertained, but various estimates place the average cost of policy at from $15 to $20. On this assumption there may be about two millions or less persons carrying personal accident insurance policies, and scarcely half a million persons insured through casualty insurance against sickness. The business of so-called personal accident and health insurance is written in many different forms, some of which are entirely outside of the means of wageworkers. Included in these totals is an unknown amount for insurance against accidents which the traveling public purchases at 25 cents a day when buying a railroad ticket. The largest part of the forty odd millions is so-called commercial accident insurance, written at a substantial annual premium, or, less frequently, for premiums paid every three or six months. Such insurance is perhaps most frequent among professional and business classes, and the amount of insurance is sometimes very high, reaching occasionally to $100,000 or more in case of death or serious dismemberment from accidental injury. Most of these policies include weekly benefits in case of dis- ability, from $25 to $250, the amount of insurance being limited only by the willingness of the insured to pay the premium and of the com- pany to insure the risk. Competition between the companies has forced into the contracts many fanciful benefits, designated as "frills, or talking points," intended to facilitate the sale of the policies without risking very heavy losses. Double indemnity for travel accidents is, for instance, a common feature. The health insurance contracts are much simpler, providing little beyond a specified weekly benefit during disability for a limited number of weeks. In the earlier years such health insurance contracts were issued for a limited, enumerated list of diseases. This was not popular. The standard casualty companies at present grant full coverage against all diseases in their health insurance contracts. There are undoubtedly some wage earners and low-salaried employees who carry insurance of this kind, but their number is necessarily very limited, and is mainly found among the better paid mechanics. Not only is there difficulty in meeting the annual, semiannual and quar- terly premium, but the cost of this insurance is not low. The loading imposed upon the actual cost of insurance is at least equal to the latter, or even exceeds it. Considerable persuasion and advertising appears necessary in this as in many other comparatively new forms of insur- ance. This causes a very high rate of commission. When all the other expenses are added, the total cost of administration often exceeds 50 per cent. The data of premiums and losses for various yenrs and various companies, indicate a general "loss ratio" of some 45 per cent, and in fact the companies feel that the business results in a loss when the REPORT OF SOCIAL INSURANCE COMMISSION. 241 ' "loss ratio," or, the ratio of losses paid to premiums received, exceeds 48 per cent. These remarks apply to the entire business of accident and health insurance, whether written for the middle classes or wageworkers. Special forms of this insurance have, however, developed for the needs of the industrial population. These are mainly industrial accident and health insurance on a monthly or weekly premium basis, and factory or collective insurance, when employees of one establishment are insured in a group, the employer sometimes only collecting the premiums from the insured wageworkers, sometimes contributing part of the premiums, and occasionally paying the entire premium out of his own pocket. The amount of this accident and health insurance business written by casualty companies on any of these plans among wageworkers, can not be determined accurately. In a hearing before the congressional committee,^ Mr. Charles F. Nesbit, superintendent of insurance for the District of Columbia, testified concerning the results of this form of insurance : We have here about 90,000 — sometimes over 90,000 — wage- earning negroes in Washington. They form most of the casual labor — servants, day laborers, drivers and such workers as those. Among these people there has grown up a system of insurance against sickness. This has grown up largely in this section, and south of here in Maryland, Virginia and the Carolinas, and some- what in Tennessee. The greatest problem with these people is that when they become sick their pay stops. To show you how thoroughly they try to insure against sickness in the District of Columbia, I will state that in this city they pay $500,000 in premiums. And out of that all they get back is $200,- 000 — approximate figures. I find that all the other work connected with the insurance depart- ment is not so troublesome as taking care of these sick claims. These people come in and claim for one, two or three weeks sickness. It is impossible to go to court on a claim like that. It would not pay ; and besides, these people could not afford it. It does not pay to spend $30 to get $6. It has given me more work, more trouble in taking care of these claims than has all the other work connected with the insurance department combined, largely because, I will admit, I permit it, for I feel that they are entitled to some con- sideration. I have figured this matter out for ten years, and I find that the sum paid in in ten years amounts to $40,000,000 all told, in sick and accident companies doing business in the district. ********* In Washington alone it has been less than $4,000,000. I take these figures from their own statement, and do not differentiate between the district and other places. * * * 'Hearings before Committee on Labor, U. S. House of Representatives, by Congress, First Session, on H. J. Res. 159, April 6, 1916, p. 105. 16—27626 1242 REPORT OP SOCIAL INSURANCE COMMISSION. Every time you collect $100,000 from the poorest citizens of this territory, it costs you $60,000 to collect it, and $40,000 is all that is paid back. They say that it can not be done for less ; it costs that much money. That much money is tal?;en away from our people here who are on the verge of going over the brink in the direst poverty. What is the net result ? That they get 40 cents back out of a dollar of the hardest kind of earned money they give up. ********* The expenses are high, because the premiums are collected in small amounts of 10, 15 and 25 cents a week. Agents collect it by going around from house to house. We, of course, can not exactly tell these people how they should run their business. You can readily see, however, that it costs a great amount of money to collect money in small amounts like that, when you have to run around through the alleys of the city, sometimes calling three or four times in order to collect ten cents. That is going to cost money. But that does not alter the fact that these people have to give up one dollar for every 40 cents they get back. It is a pathetic thing, and I can not tell you how pathetic some of these cases are. I remember a ease that came before me the other day, of a colored woman who came here from out of town, from somewhere in Vir- ginia. Not all these people are in the district, you understand; some of them are in the country. She came in and claimed $67 death benefits. The company offered to pay $30. There was nothing I could do about it ; it was a matter of lawsuit or accepting this compromise. It was a matter which I could not settle. After I had told her what the facts in the case were, this colored woman, who sat there with a flannel cloth about her head, said : ' ' That is about all we ever get out of anything. I guess we better take it." It is not good for the people of the community to have to struggle this way and guard against the misfortunes of sickness and death in so inadequate a manner. I have no charges to make against these people who run these companies. They do not reject one claim out of 16. Sixteen claims will be paid out of every 17 put up to the companj^. I call that a very clear record, and I find very few cases that come down to me that have merit in them; that is, I find very few meritorious cases that are rejected by the companies. It must be remembered, too, that these companies are dealing witli people whom it is very hard to make understand cases of this kind. However, this is an absolutely inadequate method. It seems to me that some inqiiiry should be included in this inquiry looking to taking care of this particular problem. That it is a serious problem is indicated by the figures that I have given for the city. When you consider the amount of money that is paid in by a limited part of' our population — $450,000 a year — which is paid in in amounts of 10, 15 and 25 cents a week, you will realize how hard these people are struggling to provide against sickness. All kinds of people come to these companies. There are servants in houses, men work- ing on the roads and streets, and all that class of people. When they get sick everything stops, as their pay stops. That is the terror REPORT OF SOCIAL INSURANCE COMMISSION. 24'3 of life to them. There should be some better way to provide against sickness, or loss on aeeount of sickness, among these people, than a system which exacts 60 cents out of every $1 that is paid in. CONCLUSION. The above brief review of the various forms of insurance for wage- workers developed in this country during the last half a century, and perhaps largely during the last 25 years, both through cooperative effort and through business enterprise, seems to indicate clearly the great difficulties which are in the way of all such efforts to meet the problem of need satisfactorily. The very variety of these efforts establishes the fact that the need of all such forms of insurance is keenly felt. But the results in most cases are far from satisfactory, either qualitatively or quantitatively, or both. Either the insurance is limited to compara- tively few, or is subject to very great expense in the conduct of its busi- ness, or the social results are such as to offer little justification for the effort and cost. A good deal has been written about the energy and enterprise of American insurance companies in carrying insurance to a very high degree of development, and for this development in some lines of insurance, high credit is due to insurance enterprise. But as far as insurance among wageworkers is concerned the field of accident and dis- ease has hardly been scratched. CHAPTER VIll. THE SOCIAL INSURANCE MOVEMENT IN THE UNITED STATES. REPORT OF SOCIAL INSURANCE COMMISSION. 247 SECTION I. IN GENERAL. Of all the modern industrial countries, or at least those of a Caucasian population, the United States has seen the least development of social insurance. Less than a decade ago the term was practically unknown in this country. For this reason the marked interest in the whole pro- gram of social insurance displayed throughout the country within recent years is the more significant. A brief historical review of the growth of this suddenly aroused interest is of some importance, because outside the field of compensation and mothers' pensions little has been accom- plished in actual legislation. The striking and novel legislation which began in Germany did not attract very much attention among American students of economic problems at first, although a translation of the German invalidity and old age insurance act appeared as early as 1889. It was not until nearly a decade had elapsed that detailed studies of European legisla- tion in this field began to appear in the United States. Most of these were made by economists in employ of government institutions rather than by university teachers. In 1893 the United States Bureau of Labor published a comprehensive study of workingmen's insurance in Germany, by Dr. John Graham Brooks. The study failed to attract very much attention from the pub- lic at large, or even from students of economics. In 1898 the first general study of workingmen's insurance was made by Dr. W. P. "Willoughby of the Bureau of Labor. Notwithstanding its very elementary nature, it long remained the only authoritative work on the subject in English. In 1899 the New York State Bureau of Labor published a more com- prehensive study, devoted to the problem of accident compensation and insurance in Europe. Gradually the problem of possible adaptation of these European institutions to American conditions began to force its way to the foreground, and soon the rather limited stream of scien- tific literature was overtaken by a very strong current of popular propa- ganda literature in which the popular magazines participated. The problem of compensation, or insurance for industrial accidents, was first approached. In this the United States only followed most European precedents, since in all countries, except Germany, accident insurance laws were the first passed. The American system of dealing with industrial injuries was becom- ing more complex, more expensive and more wasteful. It clogged the courts, stirred antagonism between employer and employee without 248 REPORT OP SOCIAL INSURANCE COMMISSION. meeting to any extent the problem of destitution caused by industrial accidents. The adoption by Great Britain of a very weak compensation act in 1897 directed the attention of American legislators to the European methods of meeting the problem. An effort was made in 1899 in the New York legislature to introduce a compensation law similar to the British act of 1897. But the repre- sentatives of labor rejected it, preferring to work for a more stringent liability law. This attitude of the labor organizations was quite char- acteristic for the time. The first successful effort was made in Maryland, where, by the act of 1902, an employers' and employees' cooperative insurance fund was created for workingmen employed in mines, quarries and steam and electric roads, with equal contributions from both employer and employee, to be administered by a state official. It granted the sum of $1,000 in each fatal accident. Thus, with one bold stroke, a system of state accident insurance was introduced. But it was a very poor substi- tute, even for a system of liability, for in depriving workmen of all rights under liability laws, it granted the right of compensation only for fatal accidents, established an inadequate amount of compensation at a considerable cost to the workmen, who were charged one-half of the contributions. The law was declared unconstitutional in 1904 on the ground that it deprived both parties of the right of trial by jury, and conferred on an executive officer judicial functions, for the law was administered in all its details by the state insurance commissioner. Outside of this experiment, the first state to take a decisive step was Massachusetts. In 1903 a committee of five was appointed to study the relations between emploj^er and employee, and the question of liability for industrial injuries was speedily recommended to its consideration. The committee recommended a fairly comprehensive bill on the lines of the British act of 1897, but the bill was rejected by the legislature on the ground that such a law would place an exceptional burden on the manufacturers of the state, and would cripple them in competition — an argument which, for many years, exercised a powerful influence in retarding compensation legislation. In 1907 another joint committee was appointed by the Massachusetts legislature. The committee this time did not go as far as its predecessor, deciding by a small majority that the step was premature. They did, however, recommend an act which was passed by the legislature in 1908, authorizing employers to establish, of their free will, compensation schemes, which, if approved by the State Board of Conciliation and Arbitration, might serve as substitutes for the existing employer's liability. The law remained practically a dead letter, thus indicating REPORT OF SOCIAL INSURANCE COMMISSION. 249 the futility of counting upon the good will of employers as a force to accomplish the necessary reform. A similar movement commenced about the same time in Illinois. A commission containing representatives of capital, labor, law and econom- ics was appointed in May, 1905, to study the entire matter of working- men's insurance and old age pensions. The commission presented a draft of an accident insurance bill, the shortcomings of which it frankly recognized, but thought them justified by considerations of timeliness. The plan provided for a voluntary compensation scheme, through a mutual insurance institution, with equal contributions from both employ- ers and employees, and a very limited compensation scale. The bill met with the unanimous disapproval of organized labor, which destroyed all its chances for success. Manufacturers also resisted its extension of their liability. In 1907 Connecticut also appointed a committee to investigate employ- ers' liability, though it was not specifically ordered to recommend com- pensation legislation. The committee made a brief though fairly clear study of some compensation laws, admitted willingly ?]1 the virtues of the system, but could not agree to recommend a bill to that effect, mainly because of fear of. interstate competition. The modern compensation movement may be said to date from 1908. At least, during that year, it received a considerable impetus from the federal government. A compensation law for the employees of the federal government (who were in a peculiarly unfortunate condition in that they were not even protected by any liability law) became the earnest effort of the Eoosevelt administration. Many references to it were made in the presidential messages, and in reports of cabinet officers. Finally congress passed a compensation act for the protection of some government employees, the act of May 30, 1908, very limited in its application, but famous as the first real compensation act in the United States. Under the influence of these first steps, a large interest in the problem grew up. By the appointment of legislative commissions in Minnesota, New York and Wisconsin in 1909, the stage of commissions and investi- gations was inaugurated. After the appointment of these three commissions the movement grew by leaps and bounds. Other states followed. In 1910 commissions were appointed in Illinois, Massachusetts, New Jersey, Ohio and by the United States government, and, in 1911, in Colorado, Connecticut, Dela- ware, Iowa, Michigan, North Dakota, Pennsylvania, Texas and West Virginia. In some states, as California and Washington, commissions were appointed by the governors without legislative authority. While constitutional difficulties and many other local differences have produced a great variety of legislative results, the general principle of 250 REPORT OF SOCIAL INSURANCE COMMISSION. compensation for industrial accidents has been adopted by the United States. Only 15 states had failed to adopt such acts at the end of 1916. Of these, only three states, Utah and both Dakotas, largely agricultural and with a very small industrial development, lie outside of the South, where social legislation has always been backward. The enumeration of these official efforts and steps does not, however, give a complete historical statement of the development of the compen- sation legislation in the United States. The voluntary efforts of various organized social groups resulted in the enlightenment of public opinion. The American Association for Labor Legislation, organized primarily for the study of labor legislation, rapidly developed into an active body for promotion of compensation legislation. In many states local branches were very active in drafting bills and conducting popular agitation in their favor. It organized a workmen's compensation com- mittee which published model standards of compensation legislation, and also prepared the draft of a new compensation act for federal employees. Other organizations of economic students also woke up to the import- ance of the problem. The Philadelphia American Academy of Political and Social Science called together a conference in April, 1911, and the New York Academy of Political Science in November, 1911. The National Civic Federation, in which both employees and employ- ers are represented, appointed a special department on compensation for industrial accidents and prepared a model draft of a uniform com- pensation law. The National Association of Manufacturers also appointed a special committee for the study of accident compensation, which went to Europe to investigate the subject and wrote a comprehen- sive report. American labor organizations have changed their early attitude of opposition which appeared in New York in 1899, and in Illinois in 1905. The president of the American Federation of Labor has repeatedly appeared in defense of compensation legislation, and in many states, notably in New York, the local federations took an active part in the drafting of the bills. The legal profession, through the American Bar Association, has had for some years a special committee planning uniform compensation legislation. The National Progressive Service published a detailed study of com- pensation standards. These are only isolated cases illustrating the public interest in the matter and the efforts of private organizations. They were duplicated on a smaller scale in most of the states. The practical application of compensation laAvs soon raised the ques- tion as to a proper line of demarcation between an industrial accident and an occupational disease. The importance of extending the compen- sation system to occupational diseases was early recognized by advocates REPORT OP SOCIAL INSURANCE COMMISSION. 251 of compensation. While this extension was accomplished by judicial interpretation of the law in a few states, the state of California has the distinction of being the only state to have included the occupational diseases by a special amendment, substituting the word "injury" for "happening of an accident." In this respect, as in many others in compensation legislation, California has taken a most advanced posi- tion, and will very likely be followed by a number of other states in the near future, because agitation for siich amendments is very active. 252 REPORT OF SOCIAL INSURANCE COMMISSION. SECTION II. PUBLIC LIFE INSURANCE. The two experiments in life insurance undertaken in Massachusetts and Wisconsin must here be briefly referred to, since they are evidence of the growing readiness to deal with these problems in a way that would have been unthought of in the United States some 20 years ago. Neither experiment has had any substantial influence upon problems of desti- tution. Massachusetts. The Massachusetts savings banks insurance system is not compulsory, and it is not in any sense a state insurance system, but it owes its exist- ence to a legislative act (June 26, 1907), and by that act a general reinsurance fund under state supervision is created. The creation of this fund antedates the entire compensation legislation, and it has been designated "The first significant step towards social insurance in the United States." The purposes of the act are to give wage-earners of Massachusetts, through the sale by banks of insurance at cost, an oppor- tunity to obtain safe life insurance at the lowest possible cost, as a sub- stitute for the more expensive so-called "industrial life insurance." This low cost is sought by eliminating entirely the paid solicitor of insur- ance and the house-to-house collector of weekly payments and by elimin- ating profit. The state actuary furnishes the actuarial service, and the state medical director supervises the medical work without charge to the banks. The premiums are only loaded to provide for the necessary expenses and provision is made for a safetj^ reserve fund. The rates, fees and other charges, the reserve and loan values, etc., are uniform for all savings and insurance banks operating under the system. The entire system is that of insurance at cost, or even somewhat below cost, because of the state subsidy for salaries of actuarial and medical departments. The question is : How have the people of Massachusetts responded tc this measure of voluntary social insurance? Of nearly 200 savings banks only four up to date, with 278 agencies in other localities, have organized insurance departments. The decade which has elapsed since REPORT OP SOCIAL INSURANCE COMMISSION. 253 the enactment of the law has seen some healthy growth of the system, as is shown by the following statement: Year ending October 31 — Total premium Inpome Number of policies in force Oct. 31 1909 . . $25,377 29 76,348 92 124205 08 164,058 95 2 521 1911 5,063 8,054 1913 .. _ 1915 — 10,892 The office of the state actuary states that on August 1, 1916, the num- ber of policies outstanding reached some 14,000, and the amount of out- standing insurance some $6,000,000. But notwithstanding the substan- tial difference in the cost of insurance, especially when compared with that of industrial life insurance on a weekly payment plan, the total volume of transactions is almost insignificant. The industrial business in force with the five industrial life insurance companies in ]\Iassachu- setts was 216 times as great as that of the savings bank insurance system. The number of policies issued was 147 times as great. After seven years of endeavor the savings bank system secured only about 1 per cent of the business in competition with the system which it was ' ' organ- ized" to overcome. The law was passed with the belief that the average man was wise enough to see the advantages of savings bank life insurance and that he would of his own initiative apply for insurance, whereas the "average man" did not do anything of the kind. Ninety-nine out of a hundred continued to take out industrial insurance policies at the solicitation of agents, and only one out of a hundred applied to the savings bank system. The lesson to be derived from this experience is but a simple repetition of European experience, namely, that cheap state insurance, when purely voluntary, is a failure. The experience of the JMassachusetts plan is additional evidence that a true social remedy must be sought in some application of the compulsory principle. Wisconsin. Notwithstanding the slight degree of success of the Massachusetts plan similar experiments are being advocated in many other states, and the principle of state life insurance is being strongly advanced as a method of bringing cheaper insurance within the reach of people of moderate means. Wisconsin is as yet the only state that has legislated m this direction, establishing a state life fund in 1911. The Wisconsin plan differs from that of Massachusetts m that no intermediary similar to the savings banks is made use of. The insur- ance system may be classified as straight state msurance, because the 254 REPORT OF SOCIAL INSURANCE COMMISSION. state not only creates but administers the fund. The state does not assume any liability beyond the amount of the fund. The benefits are open to all citizens of the state. Policies of life insurance may be issued to persons between the ages of 20 and 50 in amounts of $500 and multiples thereof not to exceed $3,000. Annuities may be sold to begin at the age of 60 in sums of $100 or multiples thereof, not to exceed $300. It was provided that at least 200 applications for insurance amounting to not less than $100,000 of insurance should be received and approved before any policies could be issued, in order to prevent possible financial disaster at the beginning. It took fully two years before the necessary number of applications was received and approved, and the first policies were issued October 27, 1913. Since then the development of the fund has been extremely slow as shown in the following tables : Income Disbursements Tear Premiums Interest and other Total Deaths Other policy benefits Return pre- miums Man- age- ment Total 1913 $5,735 8.239 10.811 $331 S6.nfi6 $235 $256 196 300 93 1 979 $491 1914 . . 177 ' 8.416 1,034 1 11.845 $450 540 946 1915 _ $2,000 4,712 Policies issued Policies in force Assets Liabilities Tear Number Amount Number Amount Sui-plus 1913 237 85 71 $146,400 82.800 70.500 237 315 381 $146,400 224,100 289,600 $5,601 13,268 20,458 $3,444 11.827 18.729 $2,157 1914 . . -_ 1,441 1915 1,729 It should be noted that the facilities for publicity were practically negligible. From the standpoint of social insurance history there is nothing sur- prising in this experience. When volimtary methods of social insurance have had a comparative degree of success, there has always been the stimulus of substantial subsidies from the public treasury. When state insurance without subsidies, relying entirely upon the cheapening of insurance through elimination of profits and reduction in the cost of soliciting business, has succeeded, there has always been elimination of the private competitor. Nowhere in the history of insurance has the competitive state insurance plan succeeded by a direct appeal to the people without the aid of a subsidy, in the face of an active agency force agitating for private insurance companies. REPORT OF SOCIAL INSURANCE COMMISSION. 255 SECTION III. HEALTH INSURANCE. An active movement for propaganda of the health insurance idea is the most recent of all social insurance movements in this country. It may be dated from the First American Conference on Social Insur- MHce held in Chicago in June, 191:3. Otlier organizations of similar character, as the American Public Health Association, the American Academy of Medicine, also imdertook the study of the subject. The health preserving aspects of the health insurance plans attracted the attention of the American Medical Association, which organized a stand- ing committee on social insurance, largely devoted to health insurance. The study and agitation for health insurance is not limited to private organizations. The Federal Commission on Industrial Eelations under- took the study of health insurance and the majority report endorses the idea in the following words : Much attention is now given to accident prevention, yet accidents cause only one- seventh as much destitution as does sickness, and one-fifteenth as much as does unemployment. A great deal of unemployment is directly due to sickness, and sick- ness, in turn, follows unemployment. * * * Other investigations show that 30 to 40 per cent of cases requiring charitable relief are immediately due to sickness. Sickness among wage-earners is primarily the direct result of poverty, which manifests itself in insuflBcient diet, bad housing, inadequate clothing, and generally unfavorable surroundings in the home. The surroundings at the place of work and the personal habits of the worker are important but secondary factors. There are three general groups of disease-causing conditions : (1) Those for which the employer and character of the industry and occupation are responsible; (2) those for which the public, through regulatory and relief agencies, is responsible ; and (3) those for which the individual worker and his family are responsible. The employers' responsibility includes, besides conditions causing so-called occupa- tional diseases, low wages, excessive hours, methods causing nervous strain, and general insanitary conditions. Many employers already partly recognize their responsibility ; aside from "welfare work," many contribute liberally to employees' sick benefit funds or provide for the entire amount. The public has in part recognized its responsibility in such matters as housing, water supply, foods, drugs, and sanitation. But the recognition of responsibility has not been thoroughgoing, and in the case of local health ofiicers the tendency has been too frequently to provide for the better residential sections and neglect the slums. The greatest share of responsibility rests upon the individual, and under present conditions he is unable to meet it. This inability exists by reason of the fact that the majority of wageearners do not receive sufficient wages to provide for proper living conditions, and because the present method of disease prevention and cure are expensive and sickness is most prevalent among those who are least able to purchase health. The worker is expected to provide for almost certain contingencies in the future whefl he lacks means of existing adequately in the present. - „ , t „„,.v If we might reasonably expect a rapid increase m the wages of all classes of work- ers to a standard which would permit proper living conditions and adequate medical 256 REPORT OP SOCIAL INSURANCE COMMISSION. attention, it would perliaps be inadvisable to recommend any governmental action. But we fee! assured that no such condition is to be expected in the near future, and believe that new methods of dealing with the existing evils must be adopted. The remedial measures for existing conditions must be based on the cooperative action of those responsible for conditions ; must be democratic in maintenance, control and administration ; must distribute costs practicably and justly ; and must provide a powerful incentive for sickness prevention. A system of sickness insurance is the most feasible single measure. This con- clusion is based on the following : (b) The losses occasioned by the wage-earner's sickness affect employee, employer, and community, all of whom share in the responsibility. Insurance is the recognized method of distributing loss so as to reduce individual risk to a minimum. (6) The strongest incentives — that of lessening cost — is given to efforts to diminish frequency and seriousness of losses ; sickness insurance in this respect is a preventive measure of a positive and direct kind. The lower the morbidity and mortality rates, the less the amount necessary for benefits and the lower the insurance rate. (e) Sickness insurance is no longer experimental, but is rapidly becoming univer- sal. It is not a novelty even in the United States. Although not provided for nor subsidized by government here, it is most widely used, there being several million workers so insured. {d) The cost would be no greater than at present. The conclusion appears sound that medical benefits and minimum cash benefits of $7 per week for a period of not exceeding 26 weeks in one year, and death benefits of $200, can be provided at a total cost of 50 cents per week per insured person. Budgetary studies of large numbers of workingmen's families show that under present conditions from 25 and 50 cents a week, up to TO cents and even $1.86, is spent for little more than burial insurance. Workers would thus receive immeasurably greater benefits for much less than they now pay. A governmental system of sickness insurance is preferable because — (a) More democratic; the benefits would be regarded as rights, not charity. (6) Compulsory features, obnoxious under private insurance, would be no longer objectionable. (e) On account of the reduction in overhead charges and duplication, higher efficiency in administration would be secured at less cost. (d) Cooperation with other public agencies is impracticable otherwise. (e) European experience has proved the superiority of government systems to private insurance. if) Taxation of industry by federal government in sickness insurance system is thoroughly established by the Marine Hospital Service. A law taxing vessels for such funds was passed in 1798, and its constitutionality has never been questioned. The conclusion seems warranted that a sickness insurance system for the United States or the several states, similar in general principles and methods to the best European systems, will be less difficult and radical than has been foreboded. It will not so much introduce new ideas and practices as it will organize existing plans and principles into more effective accomplishment. Existing agencies, in trade unions, mutual benefit societies, and establishment funds, can be utilized just as they have been in Europe. The real problem becomes one of constructive organization. Several valuable studies have been published by the United States Public Health Service in vv'hich primarily the relation between health insurance and public health was emphasized. Literature on the subject contributed liy various public officials, large organizations and private students is rapidly growing, as a glance at the bibliography will indicate. General advocacy of. the health insurance idea soon developed into definite legislative proposals. The first study of standards of health insurance legislation was published by the committee on social and indus- REPORT OP SOCIAL INStTRANCE COilMISSION. 257 trial justice of the Progressive National Service in New York early in 1915. In the fall of 1915 the first tentative draft of a health insurance bill was published by the social insurance committee of the American Association for Labor Legislation, and two later editions with further amplification of the detailed provisions have since appeared. In the spring of 1916 bills for health insurance were introduced in the legislatures of Massachusetts, New Jersey and New York. The text of the bills was practically identical and was based upon the tentative draft of the American Association for Labor Legislation. Little but the introduction of the bill was accomplished in New Jersey. But both in Massachusetts and New York hearings on the bill were granted. As a result of these hearings a general demand for further investigation became apparent. A state commission was appointed in Massachusetts, and a bill for a state commission passed the senate in New York, but failed of passage through the assembly because of the adjournment of the legislature." In the spring of 1913 a commission to investigate old age insurance and pensions and mothers' pensions was created in California by legis- lative enactment. This commission was handicapped by an insufficient appropriation, and in 1915 a similar law was enacted providing for a Social Insurance Commission. This second commission was given an adequate appropriation, and was required to make a thorough study of the need and practicability of extending social insurance activities in the state of California. This commission has concentrated its efforts upon a study of health insurance. It is impossible to review all the facts concerning the growth of the social insurance movement in this country without arriving at the con- clusions that in the verj' near future the movement is bound to result in some constructive legislation. The history of workmen's compensation, in fact the history of any other movement for social legislation, has established the definite stages through- which the demand for a social reform must go to become suc- cessful. Academic study of the problem, collection of evidence as to the need of popular propaganda, governmental commissions, preparation of legis- lative proposals, and finally legislation— these are the normal steps, and in many branches of social insurance several of these steps have already been made. And while the agitation for health insurance is perhaps the most recent of all, the progress made within the short time is also greatest. Outside of California, the states of IMassachusetts, New York and Wisconsin show, perhaps, the greatest advance. In these and in many others, bills for health insurance are expected to be introduced during the next legislative session. 17—27626 258 REPOET OP SOCIAL INSURANCE COMMISSION. SECTION IV. ENDORSEMENTS OF HEALTH INSURANCE BY LABOR ORGANIZATIONS. Though the movement for health insurance is very recent, a large number of labor organizations have already gone on record as endorsing it. This is especially noteworthy since the early attitude of many labor organizations was that of mistrust, if not antagonism, largely because of fear of the compulsory principle. Labor organizations endorsing health insurance. A. State Federations — New Jersey State Federation of Labor. "Wisconsin State Federation of Labor. Massachusetts State Federation of Labor. Missouri State Federation of Labor. Ohio State Federation of Labor. B. International Unions — International Typographical Union. International Glove "Workers of America. International Union of Steam and Operating Engineers. International Spinners' Union. International Brotherhood of Pulp, Sulphite and Paper Mills "Workers. International Ladies' Garment "Workers' Union. Amalgamated Clothing "V^^orkers of America. (General Executive Board.) United Textile "Workers of America. The following are illustrations of the general type of resolution passed by these numerous labor organizations : RESOLUTION. Passed by International Union of Steam and Operating Engineers. Whebeas, Careful estimates by the United States Public Health Service shows that $180,000,000 is the annual cost of medical treatment to the American wage earners and their annual wage loss due to sickness is over $500,000,000 more, and Whebeas, The findings of the Department of Labor, the Public Health Service, the Federal Commission on Industrial Relations indicate that the best method of protecting the workers against their suffering and losses due to sickness is a govern- mental system of universal health insurance, and Whebeas, European experience, as well as our own experience in workingmen's compensation laws, has demonstrated that workingmen's insurance tends to prevent sickness and accidents, be it therefore Resolved, By the International Union of Steam and Operating Engineers in con- vention assembled, that the convention favors a universal system of health insurance. REPORT OF SOCIAL INSURANCE COMMISSION. 259 with contributions by employers and tlie state as well as by the workers, in order that efficient and economic medical service may be furnished to employees and proper emphasis may be placed upon the prevention of industrial disease. RESOLUTION. As Passed by the International Brotherhood of Pulp, Sulphite and Paper Mill Workers. (Membership between 15,000 and 20,000.) Whereas, The introduction of workmen's compensation laws has greatly amelior- ated the economic loss and suffering previously endured by wage earners because of accidents, and Wheeeas, The findings of the United States Public Health Service and the Federal Commission on Industrial Relations indicate that the sufiEering and economic loss endured by wage earners on account of sickness is seven times that endured on account of accidents, and Whereas, European experience proves that workmen's health insurance is the best method of protecting the workers against the contingencies of sickness and indus- trial disease and of prolonging their lives ; therefore be it Resolved, By the International Brotherhood of Pulp, Sulphite and Paper Mill Workers of the United States and Canada in convention assembled that the conven- tion favors a universal contributory health insurance law which would exclude profit- seeking insurance companies and which would insure to all sick wage earners prompt and efficient medical aid, as well as financial assistance. RESOLUTION. Adopted October 12, 1916, by the Ohio State Federation of Labor. Whereas, Investigations recently conducted by the Ohio State Board of Health, the United States Public Health Service, the Department of Labor, and the Federal Commission _on Industrial Relations show that the American wage earners endure annually enormous suffering and economic loss on account of sickness, and Whereas, The amount of suffering and economic loss endured by workingmen and women because of sickness is seven times that endured by them because of accidents, and Whereas, European experience demonstrates that workmgmen s msurance results in the prevention of sickness and in the lengthening of the lives of the workers, there- fore be it .J. Resolved, By the Ohio State Federation of Labor, that the lederatiou favors a universal system of health insurance, without opportunity for insurance company profits, and in order that prompt and efficient medical service may be furnished to sick wage earners and due emphasis placed upon the prevention of sickness and mdus- trial disease. 260 REPORT OF SOCIAL INSURANCE COMMISSION SECTION V. OLD AGE INSURANCE AND PENSIONS. It is impossible to point to any legislative step in this country com- parable to European and Australian legislation dealing with the problem of old age destitution, unless it be the system of war pensions which has existed in this country for many years and has achieved its highest development since the Civil war. It is true that these pensions are given in consideration of past services in military operations. As is stated by one writer : "It is childish to consider the system of war pensions as a senti- mental problem only, and to speak of the millions spent for war pensions as the cost of the Civil war. We are clearly dealing here with an economic measure which aims to solve the problem of dependent old age and widowhood. ' '* The same writer points out that because of the rapid dying out of the veterans "a large appropriation will automatically become available, which will permit of the establishment of a national old age pension scheme without national fiscal disturbance — something which no impor- tant European coimtry has been able to accomplish." One of the most disputed problems in the field of social insurance in Europe has been the problem of comparative advantages of compulsory insurance versus old age pensions in dealing with the problem of old age. It is argued in favor of the pension method that it has the advantage of simplicity in avoiding the numerous complications of a system of compulsory insurance, that it offers an immediate solution of the problem, while the advantages of compulsory insurance can be realized only after a considerable period of time, since insurance for purposes of acquiring an annuity is very expensive unless begun at an early age ; that the pension system avoids the method of compulsory contributions ; that it prevents the unnecessary accumulation of enormous reserves, thus unnecessarily withdrawing capital from productive enterprises. On the other hand, objections raised against the pension method are : that it is a modified or disguised form of charitable relief; that since it requires evidence of destitution, it encourages improvidency ; that it results in discrimination against those who endeavor to make some pro- vision against old age ; that it places a heavy financial burden upon the public treasury; and finally, that as it must offer one uniform amount to all aged persons, the amount must be a very small one. The controversy has already been raised in this country, and probably *I. M. Eubinow, Social Insurance, p. 404. REPORT OP SOCIAL INSURANCE COMMISSION. 261 will be an additional obstacle to constructive legislation. But it is significant that proposals in both directions are already being made and that the question of old age dependency, and of the necessity of some definite social policy in dealing with this condition have been placed before American public opinion. Several states have had legislative investigations. In Massachusetts more than in any state has this problem received consideration. As far back as June 26, 1907, the first Commission on Old Age Pensions, Annuities and Insurance was established which rendered a comprehen- sive report in January, 1910, and though the commission rendered a report adverse to the immediate establishment of an old age pension system, the importance of the social problem of old age was clearly recognized. The general conclusions of the commission may be summarized in the f oUovi^ing quotations : "Serious practical difficulties stand in the way of the establish- ment of any general system of old age pensions by this common- ^vealth or any single state. "The commission holds that it would be inexpedient for Massa- chusetts or any state to adopt a general system of old age pensions, either at the present or at any time in the future. "It seems desirable that the problem of sickness and accident insurance should be dealt with before enacting any additional meas- ures of general legislation concerning old age pensions or insurance. Logically, the problem of sickness and accident insurance takes precedence over the question of old age insurance. ' ' There is no considerable demand in this state for the establish- ment of a general scheme of old age pensions and insurance." "We also commend to the consideration of corporations of a per- manent character with a large staff of employees, especially public service corporations in the cities, the schemes of old age insurance and pensions which have been instituted by various large concerns. ' ' We would furthermore direct attention to the new opportunities for old age insurance offered by industrial insurance companies. This insurance has been greatly cheapened and improved during the last year. "We suggest that in due time the laws governing the operation of fraternal beneficiary corporations be amended so as to enable these societies to pay old age benefits under supervision by the State Insurance Commissioner as regards rates of assessment and method of administration. "We recommend the enactment of measures providing for the establishment of retirement systems for public employees. "We advise the general court to pass an act providing for the establishment of a permanent unpaid commission on old age pen- sions and insurance. We believe this subject to be of sufficient importance to justify the creation of a special department, to deal with it in comprehensive and systematic fashion. The function of such a commission definitely stated would be to act as a bureau of 262 REPORT OF SOCIAL INSURANCE COMMISSION. information and assistance for employers and employees, munici- palities and counties, with a view to aiding and advising them regarding the establishment of retirement systems; to study the operation of schemes of old age insurance, annuities and pensions in other states and countries, and the proposals for new legislation on this subject, and to keep the legislature and the public informed concerning these matters. ' ' The first ]\Iassachusetts report admittedly left the question open. Early in 1913 a bill for the systems of old age pensions was introduced in the lower house, and a hearing was held. Partly as a result of this hearing a second commission on pensions was created by a resolution approved by the Governor on January 4, 1913. Its official designation was: "Commission to advise a just and comprehensive system of state, county and municipal pensions." But broader powers were conferred upon it in the following sentence of the resolution : "The commission shall also consider the case of persons now receiving pensions who are engaged in other employment and shall also report upon the advisability of a general pension system for old age or other disability, and may report a plan or plans for such a system. ' ' But even the second report has not disposed of the matter in Massa- chusetts where several social insurance bills were introduced in the legis- lative session of 1916. A third commission was appointed to consider old age pensions or insurance as well as other branches of social insurance. New Jersey. A resolution was passed by the legislature of the state of New Jersey and approved by the Governor on March 23, 1910, for a commission to thoroughly investigate and report to the Governor the draft of a bill providing for industrial old age pensions, for consideration and action by the members of the One Hundred and Thirty-fifth General Assembly. Wisconsin. A resolution was passed by the legislature and approved May 7, 1913, directing the Industrial Commission of the state to investigate the sub- ject of old age pensions, to make a thorough and complete investigation of the number, conditions and welfare of aged infirm, with a view of establishing a system of old age pensions. In compliance with this resolution a brief report was submitted by the Industrial Commission of Wisconsin in 1915, which declared: "That "Wisconsin will have sooner or later to face the question of old age relief can scarcely be doubted by anyone who is familiar with the trend of events in modern industrial communities. That the question is easier of solution now tlian it will be a generation hence is still less open to doubt. But the need is not so urgent as to justify hasty legislation. A new system of old age relief ought REPORT OF SOCIAL INSURANCE COMMISSION. 263 not to be adopted without mature consideration and the full support of public opinion. The commission does not wish, therefore, to recommend any specific measure at this time. ' ' United States. The movement for old age pensions has already resulted in some agita- tion before the United States Congress. As early as December 14, 1909, Congressman "Wilson of Pennsylvania (now Secretary of Labor) intro- duced an act to organize an Army Corps, prescribe qualifications for enlistment therein, define the duties and fix the compensation and term of enlistment of privates, which was, notwithstanding its official title, really a plan for an old age pension system. The bill did not pass. 264 REPORT OP SOCIAL INSURANCE COMMISSION. SECTION VI. UNEMPLOYMENT INSURANCE. Discussion of measures to prevent or minimize unemployment, or at least mitigate the distress caused by it, has followed every acute economic crisis and every period of prolonged industrial depression, but only very recently has unemployment insurance been put forth as one of the possi- ble remedies. The reasons for this are not difficult to understand. Though ways and means for unemployment insurance have been dis- cussed in Europe for 15 or 20 years, the results accomplished prior to 1911 were rather limited. In so far as experiments were successful they took the form of substantial subsidies to trade union funds, or other funds organized by wageworkers. Compulsory unemployment insur- ance was even thought an economic impossibility until the British National Insurance act supplied evidence to the contrary. But the admitted prerequisite to such a system — an efficient system of public employment exchanges — was also lacking. The first important official investigation of conditions of unemploy- ment, irrespective of crises and depressions, was that of the "New York State Commission on Employers' Liability and Other Matters," appointed in 1909, which largely devoted its labor to questions of employ- ers' liability, compensations and prevention of industrial accidents, but appointed a subcommittee on unemployment, which brought in a very exhaustive report. The investigations of the committee in Europe were limited to Great Britain and Germany, while the most successful experi- ments in unemployment insurance had been accomplished in Belgium, Denmark and Norway. The conclusion of the commission as to unem- ployment insurance in Germany was therefore not enthusiastic. It was': "Two important experiments have been made in Germany with public insurance against unemployment. Neither of them can be said to have proven successful, but they have pointed out what might be done for certain classes of unemployed. ' ' No reference to the insurance method was made in the recommenda- tions of the commission. On December 29, 1911, the first general meet- ing of the American Association for Labor Legislation devoted to the problem of unemployment took place, and the American section of the International Unemployment Association (L 'Association Internationale pour la Lutte Centre Le Chomage, organized in 1910, with headquarters in Paris) was organized. Even at this meeting. Prof. C. R. Henderson stated that "it is to the trade unions that we must first look for the most REPORT OP SOCIAL INSURANCE COMMISSION. 265 promising developments in the direction of insurance against unemploy- ment, later we may hope for legislation. ' ' The intelligent study of the problem of unemployment in this country dates from the organization of this association. In 1912 municipal committees on unemployment were organized in Chicago and Milwaukee. On June 6-7 the First American Conference on Social Insurance was held in Chicago and a paper on "Insurance Against Unemployment" was presented by the late Prof. Charles R. Henderson, who said : ' ' The conclusions are that for a people which profess to be civilr ized, unemployment insurance has become a necessity. It is not a physical but a moiral necessity. "We can not retain our ethical standards and refuse to face our task. ' ' With the English precedent already available at the time. Prof. Hen- derson asked : ' ' Would it not be more fair, more full of promise of results within a reasonable time for all those who realize the monstrous injustice of our present neglect to unite on a policy resembling in the main principle the British system?" The very serious industrial depression of the winter 1913-14 which continued during the first winter after the beginning of the war, focused the attention of the American people upon the problem of unemploy- ment as never before. In many states and municipalities unemployment commissions were appointed. A National Conference on Unemployment with representatives from 59 cities and 25 states was held under the auspices of the American Association for Labor Legislation in New York City on February 27-28, 1914, and a second conference in Philadelphia December 28-29, 1914. The significant fact is the increasing frequency with which unemploy- ment insurance was suggested at least as one of the possible remedies in the effort to retrieve the effects of unemployment. In the following extracts from some of the reports is shown an illustration of this tendency. California. The permanent Commission of Immigration and Housing of the state of California was asked by C4overnor Hiram W. Johnson on January 28, 1914, to direct its attention to the problem of unemployment, with the object of suggesting what remedy might be applied by the state. The report rendered to the Governor on December 9, 1914, contained the following recommendations with regard to unemployment insurance : "For the Avorker in seasonal trades, and in fact for all who labor for a wage, we suggest unemployment insurance, though we are not prepared to recommend any particular form. The success of this state in handling industrial accident insurance is one argument that warrants our looking more deeply into the whole field of social insur- ance We urge that Your Excellency designate some existing board 266 EEPOET OF SOCIAL INSURANCE COMMISSION. or commission to investigate this subject thoroughly, to report, say in two years. Data supplied by the proposed bureau of labor exchanges would be of inestimable value in any such investigation. We recommend to your attention the experience of England and certain continental countries, particularly Denmark and Belgium, which has invented the Ghent system of subsidizing labor unions to conduct the, machinery for unemployment insurance. ' ' The mayor of the city of Chicago, under authorization of the city council on January 22, 1912, appointed a committee headed by Charles B. Crane to inquire into and report concerning the cause or causes of the nonemployment of so many wage earners, the extent and effect of the prevailing conditions upon the community, and what can and should be done more effectually to relieve the suffering of the poor and unemployed and provide employment. In the first preliminary report of the commission few recommendations were made by the commission as a whole, but the subcommittee on relief recommended : "1. The establishment of a state insurance against unemployment based on the Ghent system. 2. That the Governor and legislature be requested at the next session of the legislature to pass laws providing for such a system. ' ' On August 24, 1914, or a few weeks after the beginning of the European war, when the unemployment situation became seriously aggravated, the city council of Chicago passed a resolution ordering the Chicago Municipal Market Commission to "prepare as soon as possible a practical plan for relieving destitution and unemployment resulting from war conditions." In its report rendered on December 28, 1914, a very decisive stand in favor of unemployment insurance was taken in the following language : "While the establishment of a municipal employment bureau for part-time work, and public works for the unemployed, will do much towards solving the problem of unemployment, there are, however, periods of severe business depression and cyclical fluctuation in industry where these methods of combating unemployment are to a certain extent practically ineffective. There will still remain an excess of wage earners for whom no part or short-time work is avail- able, and the municipal employment bureau will bring no relief, inasmuch as jobs and work are scarce and at a premium. In order to reach this excess group of wage earners and protect it against the distress and misery incident to prolonged unemployment, it is advis- able that the community establish some form of public insurance against unemployment. * * '-' "It should, however, be urged that the prime requisite to the establishment of insurance for the unemployed is a municipal employment bureau. This has been called a point of fundamental importance, inasmuch as no scheme for the insurance of the unem- ployed can be a success unless founded upon the adequate and EEPORT OF SOCIAL INSURANCE COMMISSION. 267 efficient control of the labor market by a complete registration of all the unemployed existing in the eommxinity. ' ' The municipal employment bureau should be the guardian and watchdog over the fund providing for public insurance of the unem- ployed. No wage eartier should be eligible to unemployment insur- ance unless he is registered at the employment bureau, nor be able to, as is the case in German cities, draw a penny from such fund one moment after the municipal employment bureau is assured that there is work available for him to do. "Insurance against unemployment has well been termed the second line of action on the problem of unemployment after the establishment of a municipal employment bureau. The municipal employment bureau, which is the first line of action, flanked by a system of part or short-time work and public works for the unem- ployed, should receive the undivided attention of our public officials before any schemes for the establishment of public employment insurance are elaborated. The first line of action, it should be said, will require years of steady efEort and perseverance before any con- siderable inroads can be said to have been made upon the problem of the unemployed. ' ' Massachusetts. Massachusetts is the only state in which the movement for unemploy- ment insurance has reached the stage of legislative proposals. The economic depression of the winter of 1913 caused the creation of the Massachusetts Committee on Unemployment. The committee soon arrived at the conclusion that until very substan- tial changes were introduced in the organization of the labor market, unemployment would remain a feature of industrial life; and that as preference to methods of charitable relief a system of unemployment insurance should be elaborated. A bill was introduced in the legislative session of 1916, and a hearing was held on this as well as other social insurance bills, as a result of which the present Massachusetts com- mission was appointed. The Massachusetts bill was drawn on lines similar to the British sys- tem, providing for compulsory insurance within specified trades, the scope, however, being wider, and included the following industries: building and construction, textiles, leather, rubber, tobacco, clothing, paper, printing and publishing, quarries, machinery and metal prod- ucts, vehicles, teaming and trucking. The system provided a state insurance fund, with contributions equally divided between employer, employees and the state. Benefits were provided for in three groups, $3 50 ' $5.25 and $7.00 a week, according to whether the workmen's ordinary earnings were $8.00 or less, over $8.00 but under $12.00, and $12.00 or over. There was to be no benefit for the first week, and the maximum duration of benefits was placed at ten weeks during any one year. ; 268 REPORT OP SOCIAL INSURANCE COMMISSION. New York. In the fall of 1914, when the city of New York was entering the second year of serious unemployment conditions a committee on unemployment and relief was appointed by the mayor, w;th Judge E. H. Gary as chairman. It recommended earnest consideration of the subject. United States. During 1916 the question of unemployment insurance received con- siderable attention from the United States Congress. On February 19, 1916, a joint resolution was introduced in the House of Representatives by Congressman London of New York, for the appointment of a commis- sion to prepare and recommend a plan for the establishment of a national insurance fund and for the mitigation of the evil of unemployment. Though, as appears from the text of the resolution, the purposes of the commission are broader than the specific problem of unemployment, and cover "A national sj^stem of social insurance which is to secure to the worker adequate means of subsistence while involuntarily unemployed, whether the unemployment be caused by lack of work, by sickness or old age," the problem of lack of unemployment was emphasized. Two hearings were granted by the Committee on Labor on this resolution,* and the resolution was reported favorably to the house, though no further action had been taken by the end of 1916. It is impossible to overlook the significance of the fact that in various parts of the country the investigations of the unemployment problem called forth by the industrial depression of 1913-14 have led to the recognition of unemployment insurance as a possible measure for miti- gating the results of unemployment. Public discussion of methods for prevention and relief of unemployment invariably arose during past industrial depressions, but never before was unemployment insurance even suggested, and more significant is the fact that agitation for unem- ployment insurance has not subsided with the sudden change in the labor market in the spring of 1915. Public opinion seems to have learned the lesson that the time to prepare for the ravages of unemployment is during the time of normal conditions. Present indications are that the agitation for some form of unemploy- ment insurance will continue to grow until a practical plan to suit Amer- ican conditions is achieved. There are, however, serious practical diffi- culties which must be overcome. First is the lack of familiarity with the methods of social insurance in general, and second the absence in most states of an efficient system of public employment offices. It appears doubtful whether unemployment insurance will be successfully realized until simpler forms of social insurance, primarily health insur- ance, have been enacted. *U. S. House of Representatives, 64th Congress, 1st Session Committee of Lator. Hearings on H. J. Res. 159, April 6 and 11, 1916. REPORT OF SOCIAL INSURANCE COMMISSION. 269 SECTION VII. MOTHERS' PENSIONS AND ORPHANS' AID. While differences may persist as to the comparative advantages of the contributory insurance method and the gratuitous pension method in dealing with the. problem of orphanage, a place to the mothers' pension laws m the field of social insurance legislation can not be denied. Outside of compensation for industrial accidents and occupational diseases, mothers' pensions are the only branch of social insurance legis- lation in which substantial progress has been made in this country. Protection for mothers and orphans is the least developed branch of social insurance in Europe. Germany is practically the only country which has provided a system of general contributory insurance for this purpose, while Denmark has followed the American method of non- contributing pensions. It is customary in almost all writings on mothers' pensions to point to the so-called White House Conference in the ease of dependent chil- dren, called together in January, 1909, by President Taft, as the begin- ning of the movement for granting pensions to widows with children, or mothers of children dependent for other reasons than death of the father. As a matter of historical fact, precedents for such a public policy antedate the conference of 1909 by several years. It is interesting to observe that California was the first state to inaugurate such a system. The constitution of the state and also the statutes of 1880 and 1883 (codified in 1907) authorized the granting of payments by the state to the counties for dependent children com- mitted to private institutions. After the San Francisco earthquake the policy of recommitting children in the care of the dependent but other- wise competent mothers was tried. The general practice of leaving dependent children in the custody of their mothers instead of committing them to institutions, and paying to the mothers an amount approxi- mating what the support of the children would cost was inaugurated after amendatory legislation in 1913. The rapid success of this agitation is one of the amazing things in the history of social legislation. Comparisons with the spread of work- men 's compensation suggest themselves, because both movements pro- ceeded almost simultaneously. While the speed of the growth of com- pensation was great, mothers' pensions spread very much faster. The first state to legislate was Missouri, by a special act limited to Kansas City, approved April 7, 1911. A statQ-wide act was passed in Illinois on June 5, 1911. The year 1912 being one in which comparatively few 270 REPORT OP SOCIAL INSURANCE COMMISSION. legislators met, only one or tw o states were added. But in 1913, of the 42 state legislatures in session, 27 had before them bills providing for the support of dependent children in their own homes, out of public funds, and 17 of these passed such acts. In contrast with compensation, only a few states considered the neces- sity of appointing commissions for the careful study of the problems. Massachusetts appointed such a commission in 1912, New York and California in 1913. There were 22 state mothei-s' pensions laws in force in 1914, and in 1916 probably 25. In a few states where legislation was preceded by investigating com- missions, a certain amount of opposition to mothers' pensions developed among students who advanced social insurance as the alternative. Historically, the situation is that Denmark is the only European country in which systematic provision is made for orphans by means of mothers ' pensions, and Denmark does not stand in the advance guard of the social insurance movement. On the other hand, Germany is the only country in which systematic provision is made for very small pensions for widows and orphans, partially paid for by contributions from the wage earners during their working lives. Even with Ger- many's 20 to 30 years' experience with social insurance, the problem of the surviving children is still largely unsolved. It is undoubtedly true that the pension system offers a quicker way of meeting an existing problem. It is, however, unnecessary to assume that the method of the gratuitous pensions once adopted must be accepted as the final solution of the problem. While it may remain the only solution in certain cases of destitution, the possibilities of systematic life insurance through a compulsory contributory method at least for persons of the wage and salary earning group is still open and is being advocated by many. REPORT OP SOCIAL INSURANCE COMMISSION. 271 SECTION VIII. COMMITTEES ON SOCIAL INSURANCE. A significant feature of the present social insurance movement in the United States is the organization of a large number of voluntary com- mittees, some national, others local, for the study of social insurance. Most of these committees are centering their attention on compulsory health insurance. The commission has endeavored to get in touch with all such committees and to obtain some information concerning their plans and activities. A very large number of local committees have been estab- lished by county medical societies in California, by state and county medical societies in other states, and by numerous local organizations of social workers. The list, though incomplete, gives an indication of the interest at present displayed by intelligent public opinion through- out the country in social insurance. Actuarial Society of America. An informal committee on social insurance, with Mr. Arthur Hunter, actuary of the New York Life Insurance Company and president of the society, as chairman. The presidential address of Mr. Hunter at the October, 1916, meeting of the society, was devoted to the subject of social insurance, and con- cluded as follows : ' ' Since the founding of our society we have seen two phases of business, the competitive and the cooperative, and have been individ- ually influenced by them. The former was an era of individualism, and the latter will develop, we hope, into one of mutual helpfubiess. Let us then be true to our social selves and heartily aid with our trained knowledge all efforts by legislatures and other bodies to raise the standard of universal welfare. The opportunity to help in one phase, the preparation of a health insurance bill, is now upon us and it is the duty of American actuaries, whether connected with this or sister societies, to offer their services freely for the public benefit ; otherwise, men who have not had the requisite train- ing will be consulted and doubtful advice may be followed. American Academy of Medicine. F. Van Sickle, M.D., Olyphant, Pennsylvania, chairman. This committee is preparing a report to be presented to the annual meeting of the Academy, in June, 1917, with special reference to health insurance. Dr G A Hare of Fresno, California, president of the Academy, in his presidential address at the forty-first annual meeting of the 272 REPORT OF SOCIAL INSURANCE COMMISSIOls. American Academy of Medicine, held in Detroit, Michigan, on June 9, 1916, said: "There is no greater service the Academy can render to both the medical profession and to society than a constructive solution of the present question of social insurance. The rapid develop- ment of these questions constitutes one of those great tidal waA'cs of society against which opposition is futile." American Association of Industrial Physicians and Surgeons. Committee on social insurance (Dr. li. C. Moch, Chicago, Illinois, secretary), organized at the first annual meeting of the association held in Detroit, Michigan, in June, 1916, for the study of social insurance. American Association for Labor Legislation. Professor Edward T. Divine, Columbia University, New York City, chairman. Miles M. Dawson, consulting actuary. New York City. Professor Carroll W. Doten, Massachusetts Institute of Technology, Boston, Mass. Dr. S. S. Goldwater, formerly health commissioner, New York City. Dr. Henry J. Harris, chief division of documents, Library of Con- gress, Washington, D. C. Professor Alexander Lambert, Cornell University, Medical School, New York City. Dr. I. M. Kubinow, secretary social insurance committee, American Medical Association, New York City. Professor Henry R. Seager, Columbia University, New York City, economist. Miss Lillian V. Wald, head resident, Henry Street Settlement, New York City. Dr. John B. Andrews, secretary of Association and of the committee. New York City. This is perhaps the most important committee on social insurance. It was organized in December, 1912, and has devoted most of its time to the study of health insurance. It held the First National Conference on Social Insurance in Chicago, in May, 1913 ; it published in November, 1915, "Standards and Tentative Draft of a Health Insurance Act"; it produced health insurance bills in the legislatures of Massachusetts, New Jersey and New York, in 1916, and is at present in touch with a health insurance movement in some 20 states. American Institute of Homeopathy. Committee on social insurance. Dr. H. Cole, New York City, chairman. Under date of October 17th, Dr. Cole writes the committee as follows : "The American Institute of Homeopathy went on record at its last annual meeting in favor of health insurance. The purpose of REPORT OP SOCIAL INSURANCE COMMISSION. 273 our committee is to cooperate with the American Assoeiatiou for Labor Legislation in procuring the enactment of health insurance laws, such laws to be framed to reasonably conserve the interests of physicians in general and the members of our organization in particular. ' ' American Medical Association. Social insiirance committee, Dr. A. Lambert, New York City, chairman. The purposes of the committee are stated in the following quotations from the report made to the annual meeting of the Association in June, 1916. "At a meeting on February 9, 1916, the board of trustees con- firmed the appointment of this committee by the adoption of the following resolution : " 'That the committee appointed jointly by the council on health and public instruction and the judicial council, consisting of Drs. Alexander Lambert, Frederick J. Cotton and H. B. Favill, be approved, and that the purpose and duties of this committee be understood to be the careful compilation of information, in re social or health insurance and the relations of physicians thereto; and to do everything in their power to secure such constructions of the proposed laws as will work the most harmonious adjustment of the new sociological relations between physicians and laymen which will necessarily result therefrom, and that this committee be authorized to carry on its work wherever seems most desirable. ' ' ' ' ' In the near future it is the intention of the committee to under- take the following duties: First. To educate the American medical profession in the gen- eral principles of social insurance, particularly health insurance, the economic and social significance of the movement to obtain such insurance throughout the United States, and the absolutely essen- tial part which the medical profession must play in a successful adaptation of this new legislation to American conditions. Second. The bureau will consider it as part of its work to answer all questions which any physician may desire to write to it, asking for information, facts or figures bearing on social insurance in any of its phases, and to be in reality a bureau of information for the medical profession in regard to the details of organization of medical aid in various forms of social insurance, both in European countries and the United States. Third. The committee considers it its duty to appear when advisable before the legislative bodies in this country with a view to bring about friendly understanding between all parties concerned and to protect the legitimate economic interests of the profession in the laws coming up for discussion concerning social insurance. The work of this committee should be directed in such channels as to avoid the conflict which has arisen in England at the beginning of a similar movement and which has resulted in a very large amount of bitterness between the profession and the public that might easily have been prevented by appropriate timely action. 18—27626 274 REPORT OF SOCIAL INSURANCE COMMISSION. It is further the intention of the committee to undertake the following lines of work without assuming the obligation of com- pleting them within any specified time : First. To collect a bibliography on social insurance with special reference to medical questions involved. Second. To undertake, by correspondence, to get in touch with the various sickness insurance organizations in Europe, so as to obtain first-hand information as to their experience. Third. To undertake a statistical study of hospital and dispen- sary facilities in this country in view of the possibility of these institutions assuming a broader function under health insurance. Fourth. To study the conditions of lodge practice both from the point of view of the physician and the patient. Fifth. To gather all available information regarding the status, earnings, etc., of the medical profession in regard to which problem the wildest statements are current without any basis of fact under- lying them." This committee began a series of publications, of which five have appeared up to date, and may be obtained from the Association, 535 North Dearborn street, Chicago, Illinois, or from the Social Insurance Committee, 131 East Twenty-third street. New York City. 1. Workmen's Compensation Laws, Report of 1915. 2. Social Insurance, Repoi-t of 1916. 3. Health Insurance in Relation to Public Dispensaries. 4. Health Insurance in Relation to Public Health. 5. Social Insurance (two lectures). Further issues will be devoted to statistics of the medical profession in the United States, public dispensaries in New York City, etc. American Nurses' Association. Committee on health insurance. Miss Martha il. Russell, New York City, chairman. ]\[iss Russell writes the commission as follows: "The committee of the American Nurses' Association was appointed with the idea of cooperating with any legislation for health insurance in such a way that the nurses would be able to work for a class of people for whom they have been able to do very little, and that the people insured should receive the best nursing care possible. ' ' Brooklyn Civic Club. Committee on social welfare, Theodore P. Monench, secretary. This is a standing committee which recently has been devoting a great deal of its time to social insurance. Under date of October 25, 1916, Mr. Monench wrote this commission as follows : "Last year the committee on social welfare made a very careful investigation of the question of health insurance legislation. * * * The committee went on record as favoring in principle the question REPORT OF SOCIAL INSURANCE COMMISSION. 2?') of health insurance. The committee also favored the passage of the various workmen's compensation bills before the New York state legislature." California Commonwealth Club of San Francisco. Section of social insurance, Mr. A. Salz, chairman. This committee has been making a very careful study of the theory and practice of health insurance since the creation of the Social Insur- ance Commission of California. California State Medical Society. Committee on social insurance, Dr. Eene Bine, San Francisco, chairman. This committee has been appointed to study health insurance from the point of view of the medical profession and to cooperate with the State Social Insurance Commission. Similar committees were appointed in the various county medical societies of the state. International Association of Industrial Accident Boards and Commissions Committee on social insurance, Honorable Royal Meeker, United States commissioner of labor statistics, Washington, D. C, chairman. This is a semi-official organization in which are represented industrial accident boards and commissions of various states, created to administer compensation laws. This association held a national conference on social insurance under the auspices of the United States Department of Labor, in "Washington, December 5 to 9, 1916. National Convention of Insurance Commissioners. Committee on social insurance. Honorable Rufus N. Potts, insurance superintendent, Springfield, Illinois, chairman. This committee was created in 1915, and has prepared a very compre- hensive report on social insurance, parts of which have been printed as an appendix to hearings on social insurance before the Committee on Labor of the United States House of Representatives. The report of this committee has not been acted upon. At the national convention held September 28, 1916, Mr. Potts read a paper on "Welfare (Social) Insurance." Mr. Potts has been advocating a change of the term "Social Insur- ance" to "Welfare Insurance," because: "It is for the general public's erroneous association with the name of a political party called Socialists.. The effect of the name 'Social Insurance' tending to produce a hostile attitude m the mmds of members of other political parties, the same as if it were called Republican, Progressive, Democratic or Prohibition insurance. In this paper Mr. Potts states as follows : "A universal system of compulsory welfare insurance carried on by the people themselves through their government would fur- nish an equable and financially practical system which would at 276 REPORT OF SOCIAL INSURANCE COMMISSION. the same time prevent suffering from unavoidable misfortune and preserve the inestimable benefits of our present industrial and social system. "Compulsion is now used to enforce education, sanitation, fire prevention, food supervision, traffic regulation, and in fact, obedi- ence to all laws. Sentimental objections to the absolutely neces- sary compulsory feature should not be allowed to prevent the inesti- mable benefits of universal welfare insurance." Associated Out-Patient Clinics of the City of New York. Committee on health insurance^ Dr. E. H. Lewinski-Corwin, secretary. "The health insurance committee is endeavoring to cooperate with similar committees of the American Medical Association in gathering facts concerning the prevalence of sickness in this city, to formulate plans of medical and dispensary organization under a system of state health insurance, and to standardize certain con- ditions bearing on the situation." (Letter from Dr. Corwin dated November 20, 1916.) American Electric Railway Association. Committee on public relations, James D. Mortimer, chairman. This committee presented to the annual convention held at Atlanta, Ga., October 9 to 13, 1916, a comprehensive report of 112 pages on social relations. Of this report over one-half is devoted to the matter of social insurance, specifically, life insurance, health insurance and work- men's compensation. In discussing health insurance it arrived at the following conclusions : "The benefits of health insurance can only be made widespread by making insurance compulsory. While quite generally appreci- ated by workingmen having dependents and more generally sought after than life or funeral insurance, there yet remain a substantial number who hesitate to enter into a health insurance contract on account of its cost. Many feel that a modest policy, paying benefits such as $1.00 per day, accompanied by medical benefits, is sufficient for their ends. This is partly true where the workingman has enjoyed fair wages and through the practice of thrift has accumu- lated a reserve fund of his own. It is in the stratum of working- men where the wage is low that the financial benefits of health insurance find their greatest use. Medical benefits are required by all classes. ' ' Compulsory insurance can be best introduced by the employer making a substantial contribution toward the cost of insurance, considering such contribution as a part of the wage payment and an element in the cost of production. "Just as the compensation of the machine which has outworn its usefulness is chargeable to the productive process, so it is now considered that the cost of industrial accidents to employees is properly borne by the industry. A somewhat similar philosophy underlies the demand for health insurance legislation now being concurrently urged in several states of the Union. REPORT OF SOCIAL INSURANCE COMMISSION. 277 "A middle course theory reconciles this recent tendency as not out of accord with the ideals of individualism. It recognizes acci- dents, sickness and death as capital hazards confronting each individual. Adequate provision for them by the individual is frequently impossible, even with great sacrifice and foresight. Until such provision is made, there exists a lack of security which interferes with the best productive effort and the greatest happiness of the individual. Yet, by cooperative action, the cost of such capital hazards may be shared and borne with slight difficulty. This assists rather than interferes with the maximum individual progress. ' ' National Conference on Charities and Corrections. Committee on social insurance, Mr. Max Senior, Cincinnati, Ohio, chairman. This committee was first created at the conference of 1916. The committee on social insurance is preparing a comprehensive program on social insurance in general and particularly on health insurance for the meeting to be held in May, 1917, at Pittsburg, Pennsylvania. Wisconsin Anti-Tuberculosis Association. Committee on health insurance, Mr. Geo. G. Goetz, Milwaukee, Wis- consin, chairman. "We have taken up the study of this subject very recently. During this time we have endeavored to cooperate with the com- mittee on health insurance of the Wisconsin State Medical Associa- tion, and to assist them in the compilation of their report which was read at the meeting of the State Medical Society on October 3d. The committee on health insurance of the State Medical Society has been reappointed and the State Medical Society has gone on record as favoring the principle of health insurance. We shall continue to cooperate with them in endeavoring to work out the medical features of the proposed bill. We intend to obtain all the information possible as to what is being done in the line of voluntary social insurance in this state at the present time, both by employees and employers, and plan to further cooperate with the various organizations, notably labor and civic associations, but more especially with the Industrial Commission of Wisconsin, which, we were informed, is to be asked to report to the coming session of the legislature concerning various phases of this legis- lation. We thus hope to be of assistance in helping arrive at a workable bill for Wisconsin." (Letter from Mr. Goetz dated October 16, 1916.) International Association of Casualty and Surety Underwriters. Committee on social insurance, Mr. Wm. Brosmith, counsel, Travel- ers' Insurance Company, Hartford, Connecticut, chairman. "The committee of the International Association of Casualty and Surety Underwriters, of which I happen to be chairman, has been studying the various proposals for social or welfare insurance, and 278 REPORT OF SOCIAL INSURANCE COMMISSION. particularly the tentative measures for compulsory sickness insurance. ' ' The plans of our committee depend largely upon the proposal which may be presented for legislation. It can hardly be expected that the representatives of insurance companies will propose legis- lation intended to vest either in the state or national government the conducting of any kind of insurance as a governmental function. Whether or not the companies will oppose legislation intended to provide for compulsory sickness insurance will depend largely on the form in which such legislation is offered." (Letter from Mr. Brosmith, dated October 10, 1916.) National Association of Manufacturers. Industrial betterment committee, Mr. A. Parker Nevin, New York City, secretary. This committee has presented a report to the twenty-first annual meeting held in New York, ]\Iay, 1916, largely devoted to the problem of health insurance, and the conclusions of the committee are summarized as follows : "We are of the opinion at the present time that sickness insur- ance should be made to cover workers independent of whether the cause of the sickness arose out of or in the course of employment. We do not deny that strong arguments are offered against the policy which we have preferred to favor, but our investigation to date inclines us to favor the broader policy and principle. "At the March meeting of your committee we discussed the fundamental principle and basis of sickness insurance, and we adopted, as an expression of our attitude, this resolution : "1. The plan must be made inclusive of all employments and occupations without discriminations and with only such exemptions as are necessary to secure the practical administration of the act. "2. The plan must contain the elements of compulsion, direct or indirect, as a matter of expediency in securing the acceptance of the act. "3. The carrying agency must provide for free competition as between state, commercial and mutual methods of insurance. "4. Distribution of the cost must be in relation to the responsi- bility for the sickness. "5. The protection of the funds demands that the insurance be predicated upon physical examination." New York State Medical Society. Committee on social insurance. Dr. S. F. Koptezky, New York City, chairman. "Our activities this year will be directed towards holding hear- ings to get the views of the various interests concerned in industrial or social insurance. Last year we strongly ob.jected to the bill as presented to our legislature for the reasons which >'ou will find published in my report in the March issue of the Journal of the New York State Medical Society. REPORT OF SOCIAL INSURANCE COMMISSION. 279 ' ' We have had numerous conferences with the American Associa- tion of Labor Legislation, with the result that the bill has been redrafted, and as it will be introduced this year I think will meet with our approval." (Letter from Dr. Kopetzky, dated October 5, 1916.) New York State Chamber of Commerce. Committee on social insurance, Dr. John Franklin Crowell, executive officer. "The plan of inquiry is to get answers to the questions which a business viewpoint might call for on the subject of social insurance, the inquiry thus resulting being conducted on scientific lines as nearly as practicable. This in general shows the purpose and plan. "The scope is intended to be comprehensive and will depend somewhat on circumstances." (Letter from Dr. Crowell, dated October 7, 1916.) 280 REPORT OP SOCIAL INSURANCE COMMISSION. SECTION IX. ATTITUDE OF AMERICAN STUDENTS TOWARD SOCIAL INSURANCE. In order to ascertain the present attitude of American economists and students of social problems to the subject of social insurance, the com- mission sent out an inquiry blank to some 3,256 persons, members of the American Economic Association and the National Conference of Charities and Correction. The first list consists largely of teachers of economics and like subjects in American universities with a certain proportion of men in business activities familiar with economic problems. The second list consists partly of professional social workers and partly of persons in other walks of life who are interested in social work and social problems. These lists are regarded as representative of the particular group whose opinions were desired. Altogether 675 replies were received. In answer to the question, "Are you in favor of a policy of social insurance in the United States?" their replies were as follows: 1. In favor of social insurance ^ 587 or 86.96 per cent 2. Opposed to social insurance 27 or 4 per cent 3. Not sufficiently acquainted with the subject to give a definite answer 61 or 9.04 per cent Total replies 675 or 100 per cent It is significant, therefore, that an overwhelming majority were in favor of a social insurance policy, an attitude very much different from that which would have been disclosed if a similar inquiry were made ten years ago. As the question of compulsory versus voluntary insurance is perhaps one of the most controversial ones, replies to the question, "Are you in favor of compulsory or voluntary insurance?" are significant. Taking the 587 replies favoring some system of social insurance, they are divided as follows : 1. In favor of compulsory insurance 450 or 76.66 per cent 2. In favor of voluntary insurance 108 or 18.40 per cent 3. Preference not stated 29 or 4.94 per cent The correspondents were requested to indicate the order of importance in which the various branches of social insurance called for immediate action. Four branches of social insurance were specified: sickness or liealth insurance; unemployment insurance; old age insurance; and survivors' insurance, by which was meant insurance of pensions to widows and orphans surviving after death of the wageworker, REPORT OF SOCIAL INSURANCE COMMISSION. 281 In a fairly large proportion of cases the blanks failed to contain the answers to this question or parts of the question, but taking the total number, 587, who have gone on record as favoring social insurance in general, sickness insurance was indicated as First choice 270 cases or 46 per cent Second choice 117 ,ases or 19.93 per cent Third choice 57 .^.g, ^^ 9.71 per cent Fourth choice 9 ,^,^3 „, 1 53 ^^^ cent Choice not specified 133 gases or 22.66 per cent Thus in two-thirds of the replies, sickness or health insurance, was selected as the first or second choice. Old age insurance, on the whole, was the second choice in the opinion of the majority that indicated — First choice 101 cases or 17.21 per cent Second choice 1.58 cases or 26.92 per cent Third choice 135 cases or 23 per cent Fourth choice 39 cases or 6.64 per cent Favoring, but choice not specified 143 cases or 24.36 per cent Not favored H cases or 1.87 per cent In case of unemployment, the results of the inquiry were as follows : First choice _ 63 or 10.74 per cent Second choice 145 or 24.07 per cent Third choice 108 or 18.40 per cent Fourth choice 92 or 15.67 per cent Favored, but choice not specified 150 or 25.55 per cent Not favored 29 or 4.94 per cent Thus only a little over 35 per cent were in favor of unemployment as the first or second choice. Finally, the survivors' insurance, or insurance of widows and orphans pensions on the whole, is considered to be the last branch of social insurance to be undertaken. It is likely, however, that one difficulty with this part of the question was the lack of familiarity of many with a comparatively new term. The results of the inquiry were as follows : First choice ^ — 23 or 3.92 per cent Second choice 38 or 6.47 per cent Third choice 99 or 16.87 per cent Fourth choice - 177 or 30.15 per cent Favored, but choice not specified 23 1 or 39.86 per cent Not favored 16 or 2.73 per cent Taking the replies as a whole, the consensus of opinion appeared to be that the proper order in which various branches of social insurance should be undertaken is as follows : 1. Siclaioss or health insurance. 2. Old age insurance. 3. Unemployment insurance. 4. Survivors' insurance. 282 REPORT OF SOCIAL INSURANCE COMMISSION. The decision of the commission to concentrate its efforts on health insurance appears to be supported by an overwhelming opinion of the American students of economic and social problems. The blank contained a few additional questions to bring out the atti- tude of these students on the few essential problems of social insurance. As between the contributory insurance system and the straight gov- ernment pension system the consensus of opinion was overwhelmingly in favor of the insurance method. In favor of the insurance system 476 cases or 81.09 per cent In favor of the insurance system with qualifications as to old age 19 cases or 3.24 per cent In favor of straight pension system 42 cases or 7.16 per cent In favor of straight pension system, with various qualifications 7 cases or 1.19 per cent Preference not specified 43 cases or 7.32 per cent Total 587 cases or 100 per cent Notwithstanding this rejection of the straight pension system, the majority of the replies went in favor of the state bearing at le^st a part of the costs. In favor of state bearing part of costs 428 or 72.91 per cent In favor of state bearing part of costs, with qualifications- 62 or 10.55 per cent Opposed to state contributions 59 or 10.06 per cent Preference not specified 38 or 6.48 per cent Practicallj' five-sixths of all the replies, therefore, were in favor of state contributions, and only a few of them with some qualifications. Still more conclusive is the evidence concerning the desirability of plac- ing part of the costs of social insurance upon the employers or industries. In favor of employers contribution 497 or 84.67 per cent With certain qualifications 38 or 6.47 per cent Opposed to employers contributions 32 or 5.45 per cent Preference not specified 20 or 3.41 per cent The question has frequently been raised as to state action versus federal action. On this subject, the division of opinion is less decisive. In favor of state action . 262 or 44.64 per cent In favor of state action, with qualifications 41 or 6.91 per cent In favor of federal action 228 or 38.83 per cent In favor of federal action, with qualifications 15 or 2.56 per cent Preference not specified 41 or 6.98 per cent From comments made on this question, it appears clearly that the economic advantages of federal action are recognized by a very large number of these students, but state action is usually preferred simply for constitutional reasons. The attitude of this particular group of people, who, because of their study of social problems, are in a position to influence public opinion, REPORT OF SOCIAL INSURANCE COMMISSION. 283 or at least to foresee the probable cause of legislative action, may be summarized as follows : (a) Nearly 87 per cent were in favor of social insurance. (&) Of these over 76 per cent preferred a compulsory system to voluntary insurance. (c) The order in which social insurance should develop is indicated as follows : 1. Health insurance. 2. Old age. 3. Unemployment insurance. 4. Widows and orphans pensions. (d) Over 80 per cent of these students prefer a system of con- tributory insurance to straight government pensions. (e) Although opinions are about equally divided, on the whole state action is preferred to federal action, this being largely influenced by questions as to the constitutionality of the latter. (/) Some 83 per cent are in favor of the state bearing part of the costs. (g) Over 90 per cent are in favor of employers or industries bear- ing part of the costs. The general standards announced within the last year or two by such institutions as the Commission on Industrial Relations, the United States Public Health Service, and the American Association for Labor Legis- lation, are, on the whole, accepted by American students. CHAPTER IX. ESTIMATES OF COST. REPORT OF SOCIAL INSURANCE COMMISSION. 287 SECTION L ESTIMATE OF NUMBER SUBJECT TO HEALTH INSURANCE. In order to arrive at any reasonable estimate of the cost of any proposed compulsory insurance scheme, it is obviously necessary to begin with an estimate as to the probable number of persons who might come under such a scheme. The problem is not a simple one. The latest data on oecupational statistics are those collected by the United States Census office for the Thirteenth Census of 1910. But though a question was asked in the schedule to determine the status of each person, as employer, salaried man, wageworker, or self employed, such information was not compiled in sufficient detail, and practically was entirely omitted in compiling figures from separate states. It became necessary therefore to go through the entire classi- fication of occupations in California, picking out such groups as are palpably wageworking or salary earning, and to make more or less arbitrary assumptions as to the proportion of wageworkers and salaried employees in certain mixed groups, as, for instance, barbers, blacksmiths, etc., where the employer, cinployees, and self-employed persons were thrown together in one census class. The summary of this work is shown in the tables on page 292. The assumptions made had necessarily to be rather crude. In certain groups it was assumed that about 50 per cent of the total class would be wageworkers or salaried employees, and in a few others a smaller percentage was taken. Because of the recognized tendency of statistical errors due to assumption to balance each other, it is felt that the total errors introduced by such necessary assumptions can not be very large. The totals obtained from the census reports indicate that out of 932,752 males gainfully employed in 1910, 658,141:, or 70.6 per cent were in the group of wageworkers, or persons of small salaries, and out of 174-,916 females gainfully employed in 1910, there Avere 138,468, or 79.2 per cent in these groups. In arriving at these figures not only proprietors of industrial establishments were omitted, but also such groups of presumably higher economic standing, as insurance agents or officials of corporations, etc. It was also thought advisable to exclude farm laborers working at home, that is, on a farm owned by the family, as it is difficult to establish any wage relationship in such cases. These data refer to 1910, and the population of the state of Cali- fornia has materially increased since then. The estimates of popula- tion made by the United States Census office are based upon the rate 288 REPORT OP SOCIAL INSURANCE COMMISSION. ol: growth between the preceding two eeiisuses of 1900 and 1910, and indicates an annual increase - of al)ont 4 pei' e.ent. It is somewhat doubtful whether such rate of increase has been kept up during the current decade, and especially since the beginning of the European war. In the absence of anything accurate a general loading of about 25 per cent to allow for the period, 1910 to 1917, therefore 'appears reasonable. In round fij;ures the number of persons within this broad group of wageworkers, or low-salaried employees for 1917, would appear to be as follows : Males 823,000 Females 172,000 Total 995,000 wage earners in California Since the extent of any social insurance law must necessarily be carefully defined, and may often be more or less limited for various considerations, to certain occupational groups, it becomes necessary to make estimates of the persons likely to be brought under various assumptions as to the classes to be covered. The census report for 1910 classifies the occupations into nine .eroups, and the number of wageworkers and employees in each one of these nine groups is indicated on page 292. This classification, how- ever, differs materially from that of the preceding census of 1900, and does not quite fall in line with the definitions of the various industrial or occupational groups which are commonly found in acts of labor or social legislation. Thus, for instance, several of the groups including agriculture and forestry in the census report did not come under the legal definition of manufactures, and again other groups classified by the census as domestic and personal service would very properly be classified either with manufacturers or with trade, as, for instance, laundry or hotel and restaurant keepers. For the purposes of social insurance the following broad classifica- tions appear desirable : 1 — iVIanufactures. 2 — Building and Construction. 3— Mining. 4 — Transportati on . 5 — Commerce. 6 — Clerical Employees. 7 — Professional Services. 8 — Public Service. 9 — Agriculture. 10 — Domestic Service. 11 — Miscellaneous. Estimates of the total number of employees and wage workers which fell into each of these eleven groups in 1910, and also estimates REPORT OF SOCLMj INSURANCE COMMISSION. 289 of corresponding numbers for 1917, on a general assumption of an increase of 25 per cent during the seven years, are shown in the table on page 292. The maximum number of persons who might come under the act, would then appear to be somewhat less than a million. The number who would come under the act on the various limitations is also shown on page 292. On the strictest limitation of the extent of the social insurance law if made applicable only to manual workers in manu- factures, construction and mining, the number would only be 366,000. Such restrictions do not appear very equitable or desirable, but are not unknown in the history of social insurance. If transportation and trade should be added the number would increase to approxi- mately 606,000, and the addition of clerical employees would raise it to 697,000. Of the remaining groups only two, namely, agriculture and domestic service, are numerically of importance. With the two groups of agriculture and domestic service eliminated, the total num- ber would shrink to 750,000. In actual practice much more minute subdivisions are found in social insurance acts. For various reasons certain smaller groups may be either specifically included or excluded from the general social insurance act, and the number of persons covered correspondingly increased or decreased. The general conclusion that there are approximately about one million wageworkers and low-salaried earners in California appears somewhat startling at the first glance when compared with its popula- tion of approximately 3,000,000. When health insurance was introduced in the legislature of the state of New York, estimates of the number of persons who would come under the act were made at about two and a half millions, or about 25 per cent of the population. In explanation of the very much higher ratio for the state of California it is necessary to point out some peculiarities in the statistical make-up of the population of this state, which differs substantially from that of the population of the east or middle western states. 1. Difference in sex distribution. For each 100 females in the United States, there were in 1910, 106 males, and in New England only 99 males, but in California, 125.5 males. If, for instance, the proportion of females to males in California in 1910 were the same as in New York, the total population would have amounted to 2,630,000 instead of 2,357,000. 2. An equally marked difference in age distribution. The pro- portion of population under 10 years of age for the country at large in 1910, was 42 per cent, while in California it was only 31 per cent. Thus if the proportion of children in California were 19—27626 290 REPORT OP SOCIAL INSURANCE COMMISSION. equal to that in the country at large, its population in 1910 would have been 2,828,000 instead of 2,357,000. If California had both the number of women and children in proportion to its adult male population that the entire country shows, then its population in 1910 would have been 3,121,000. An increase of 25 per cent between 1910 and 1917 would have given California in 1917 nearly 4,000,000. In other words, as far as its working population is con- cerned, California approaches that of a state with 4,000.000 rather than 3,000,000 population. 3. Furthermore, even in the distribution of persons gainfully employed, some differences no less significant, occur. Thus, for instance, for the 5,865,000 farmers in the country as a whole, there were in 1910, 5,975,000 farm laborers, and of these 3,310,000 worked on their own farms, and only 2,665,000 worked out. In California there were 56,774 farms and 83,128 farm laborers, and of these as many as 72,157 worked out. Thus again for every 100 farmers, there were United • states California Laborers working on their own farm 56.4 45.1 19.0 Laborers working out-- - - - - - _ 125.2 Totals - 101.5 144.2 Sinc^ only the second group of farm laborers is to be considered under & social insurance act, the difference between the California situa- tion and that in other states is obvious. It is of course possible that during the last seven years a change in the make-up of the population of the stale of California would bring it nearer to that of the rest of the country, but the information available does not point in that direction. It is significant, for instance, that the proportion of males to females has actually increased from 123.5 per cent in 1900 to 125.5 per cent in 1910. The proportion of children under 5 to the total population has also declined from 8.5 per cent in 1900 to 8.1 per cent in 1910. Furthermore, while the number of farmers seems to have declined from 61,753 to 59,633, the number of farm laborers, not members of families, has increased from 51,280 to 85,199. In other words, as far as comparison between 1900 and 1910 is concerned, the difference between the make-up of the population in California and in the country at large seems to be rather accentuated, than otherwise. There are, of course, certain factors of exaggeration in the estimate of 995,000. Various limitations are found in the social insurance acts REPORT OF SOCIAL INSURANCE COMMISSION. 291 Avhich may reduce this number in other ways besides the elimination of certain occupational groups. Thus there is an age qualification at either end of the productive period. The number of children under 16 employed in California, according to the data of 1910, is compara- tively slight, and possibly has been reduced since then. On the other hand, however, occupational statistics will usually include persons of advanced ages who have passed beyond the limit of their industrial activity, but continue to designate themselves by certain occupations which they had pursued in the past. Either through a definite limita- tion at the age of 70, or some other period, or through the simple fact of these individuals being unable to find employment, they would be kept out of the insurance system. How large a reduction this consid- eration would make in the total of 995,000 it is impossible to ascertain with any degree of accuracy. The census of 1910, in its report on occupations according to ages, puts all persons of 45 and over into one group. The earlier census of 1900 indicates that some 6 per cent of the males reported in occupations and 2 per cent of the females reported in occupations are over 65 years of age. If these ratios are applicable at present a reduction might be effected of some 50,000 in the number of persons under the act. Another factor in reducing the number of persons insured is the application of the rule limiting the system to persons under a certain annual income of perhaps $1,200 or $1,500. It is extremely difficult, however, to make an estimate as to the numerical effect of such a factor. As far as wageworkers are concerned, the weekly wage level, which is all that statistical records furnish, does not at all indicate the annual income because of the frequency of loss of time by lack of employment. It is for this reason that no exception is usually made in case of wage- workers because of the earning capacity. The situation is somewhat different in case of salaried employees receiving their remuneration on a monthly basis, who do not suffer from unemployment to the same extent. But classified data in regard to salaries are evidently difficult to obtain. Eecognizing the importance of this factor, therefore, no estimate of its effect is undertaken. It gives additional assurance, however, that the estimates made here, as to the number of persons employed, are sufficiently high and that the actual number of persons that might be covered by the act would probably fall below the estimate perhaps by some 5 or 6 per cent. 292 REPORT OP SOCIAL INSURANCE COMMISSION. Statistics of Occupations in California in 1910 (U. S. Census), witli an Estimate of Number of Wage Earners and Salaried Employees Wiio iVlay Come Under a Health Insurance Act — Summary. Occupations Total number males Number estimated subject to health in- surance Total number females Number estimated subject to health in- surance 1. Agriculture, forestry and animal hus- bandry _ 217,748 31,254 263,480 100,052 133,663 23,923 41,138 78,062 43,432 123,844 28,953 227,312 87,288 64,162 11,025 12,135 59,993 43,432 7,323 44 30,096 4,241 17,935 553 28,315 62,090 24,319 2,151 2. Extraction of minerals 3. Manufacturing and mechanical pur- suits 17,528 4. Transportation . _ _ _ 4,241 5. Trade . _._ .._ 14,692 6. Public service _ — 196 7. Professional service _ 21,356 8. Domestic and personal service 53,985 9. Clerical occupations 24,319 Totals 932,752 658,144 174,916 138,468 Estimate of Persons Wlio IVlay Be Subject to Insurance. Census Data Somewiiat Rearranged to Fit with the Usual Designation of Industrial Groups, Rounded Up in Thousands, and Adjusted to 1917, on a Basis of an Increase of 25 Per Cent Over 1910. Occupations Census of 1910 Estimate for 1917 Manufactures, etc. Building Minings Transportation Commerce Public service Clerical Professional Domestic Agriculture Miscellaneous (fishing, etc.)-. Totals 133,000 111,000 29,000 84,000 85,000 11,000 45,000 12,000 26,000 107,000 15,000 20,000 23,000 28,000 20,000 43,000 2,000 2,000 153,000 111,000 29,000 84,000 108,000 11,000 73,000 32,000 69,000 109,000 17,000 166,000 139,000 36,000 105,000 106,000 14,000 56,000 15,000 32,000 135,000 19,000 25,000 29,000 35,000 25,000 54,000 2,000 2,000 658,000 138,000 796,000 823,000 172,000 191,000 139,000 36,000 105,000 135,000 14,000 91,000 40,000 86,000 137,000 21,000 995,000 Insurance system extended to- Persons covered (cumulative) Manufacturing, construction, minin Transportation and trade. Clerical employees Professional employees Public service Agriculture, fishing, etc Domestic Deduct interstate traffic 341,000 25,000 552,000 54,000 608,000 89,000 623,000 114,000 637,000 114,000 791,000 118,000 823,000 172,000 783,000 172,000 366,000 606,000 697,000 737,000 751,000 909,000 995,000 955,000 REPORT OF SOCIAL INSURANCE COMMISSION. 293 SECTION II. COMPUTATION OF PAY ROLL EXPOSED. Certain of the benefits under a system of health insurance, especially those granting cash amounts, usually depend upon the wages of the beneficiary. Only in one European act are the benefits given equal, irrespective of the earning capacity. It becomes necessary, therefore, for the purpose of making an estimate of cost to determine the prob- able pay roll exposure, or the total amount of wages earned by per- sons included within the act. Many difficulties are met in such an effort. One is the lack of sufficient information concerning the wages in many of the occupational groups which might come under the law. The second difficulty arises from the fact that wage statistics are only given for weekly periods, and it does not at all follow that annual pay roll exposure in eacli case would be equal to 52 times the weekly amount. The computation made in the following table therefore is entirely on a weekly basis and the various problems arising out of the necessity of converting the weekly pay roll into an annual pay roll will be discussed later on. Finally, not a small percentage of workers' wages rise to a fairly high level. It seems to be the consensus of opinion that a health insurance system at present need not grant benefits over a certain amount. Such a limitation appears useful to reduce the total cost, and also because it only affects individuals of the highest wage groups who are able, if willing, to obtain some additional insurance protection of their own free will. Tentatively, a maximum of $15.00 a week as the weekly benefit, was adopted, and a basis that a normal sick benefit in cash amounts to two-thirds of the weekly wages. It follows therefrom that wages over $22.50 need not be considered in computing the cost of the system of health insurance. This pay roll exposure where any excess over $22.50 has been disregarded, is called in the table which follows "The adjusted pay roll exposure. ' ' In order to obtain such an adjusted pay roll exposure it is not enough to have the average wage of any occupational group, but also the wage distribution is necessary. This, however, is impossible to obtain for certain oocupational groups, and in such cases a small arbitrary discount was assumed, approaching in amount the discounts obtained by com- putation of available data in other groups. 294 REPORT OF SOCIAL INSURANCE COMMISSION. Sources of Wage Statistics. The sources of information from which various computations con- cerning wages were made must be given here in brief : 1. Manufacturers. Male Groups. Source: Report of California Bureau of Labor Statistics, 1914. Computation was made to show the average wage of $17.58, and an adjusted wage of $16.87. 2. Building and construction trades. Rate of union wages computed from the data obtained from the California Bureau of Labor Statistics (see this report, Chap. Ill, Sec. I), indicating average wage $26.25; adjusted wage, $22.00. 3. Mining. Classified wage data not available. The United States census of 1910 shows a total wage expenditure of $19,049,442, an average number of employees 23,358, which indicates an average weekly wage of $15.62. 4. Transportation. Data in regard to various groups are difficult to obtain. Two sources have been utilized: First, railroad wages compiled for this report from data, furnished by the California Railroad Commission, and, second, data as to standard wage scales for transportation unions, as shown in Chap. Ill, Sec. I, of this report. Occupation Actual average wage Adjusted average wage Railroads - $17.81 18.37 $16.84 17.41 Since railroad employees constitute about 40 per cent of all trans- portation employees weighted, the average was obtained by using the weight of four for the railroad employees and six for the others. The result was an average wage of $18.15 and an adjusted wage of $17.18. 5 and 6. Commerce and Puhlic Service. Wage statistics in regard to these groups are rather difficult to obtain and somewhat arbitrary. An average of $20.00 a week was assumed, with a reduction to $19.00 for .the effect of the maximum limit. 7. Clerical. The same absence of accurate data is found in this group, the wages running somewhat below that in commercial positions. An average of $18.00 assumed, with a reduction to $17.00 to effect the maximum limit. 8. Professional services. Teaching profession was taken as a fairly representative sample of this occupational group. Reports of the United States Bureau of Education indicate an average annual salary REPORT OF SOCIAL INSURANCE COMMISSION. 295 of $1 153.00 for male public school teachers in California or a weekly average of $22.20. Since the maximum effective wage IS $22.50, the adjusted wage was assumed to be about $20.00. 9. Domestic service. The general standard of wages in domestic service for male employees seems to justify an average of $12.00 per week with- out any reduction for the maximum. 10. Agriculture. According to the "Crop Eeporters" issued by the United btates Department of Agriculture, an average monthly wage if agricultural labor, without board, in the State of California' according to the last data, was $51.00 a month, or $11.77 per week. 11. Miscellaneous groups. For the small miscellaneous groups an arbitrary average of $20.00, with discounts to $19.00 on account of the maximum was accepted. Female Groups. 1. Manufacturers. Computation from the data of the report of the Industrial Welfare jDommission of the state of California indicates an average of $9.70. 2. Commerce. Similar computations from the same report indicate an aver- age of $10.36. 3. Clerical. According to the same report the indicated average is $10.89. 4. Professional. Salaries for female professional workers being only slightly below those for male professional workers, an average of $20.00 was assumed, with a reduction to $19.00 for effect of the maximum. 5. Domestic. The average wage for female domestics, plus the value of room and board, is about $10.00 a week. 6 and 7. Agriculture and miscellaneous. The number of females in the groups of "agriculture" and "miscellaneous" is very small. Wage levels, $10.00 for agriculture and $12.00 for miscellaneous, are assumed somewhat arbitrarily. With this information and the assumptions made above as a basis, the total weekly pay roll exposure in round figures was found to equal $17,146,000, with a reduction to $16,100,000 for the effect of maximum limits. As already explained, this total will depend upon what occu- pational groups are included under the law, and the total for the various probable combinations are gfiven in this table, fluctuating from $9,277,000 to $17,146,000. No high percentage of scientific accuracy must be claimed by these estimates, but they are probably sufficiently dependable to serve as a basis for a rough estimate in computations of cost. 296 REPORT OF SOCIAL INSURANCE COMMISSION. COMPUTATION OF WEEKLY PAY ROLL OF WAGEWORKERS AND EMPLOYEES. Males. Industries Number of persous Average wage Total weekly pay roll Adjusted wage Adjusted weekly pay roll Manufactures - - 166,000 139,000 36,000 105,000 106,000 14,000 56,000 15,000 32,000 135,000 19,000 $17 58 26 25 15 62 18 15 20 00 20 00 18 00 22 20 12 00 11 77 20 00 $2,918,000 3,649,000 562,000 1,906,000 2,120,000 280,000 1,008,000 333,000 384,000 1,589,000 380,000 $16 87 22 00 15 62 17 18 19 00 19 00 17 00 21 20 12 00 11 77 19 00 $2,800,000 Building, etc. _ 3,058,000 Mining ^ 562,000 Transportation 1,804,000 Commerce 2,014,000 Public service — 266,000 Glerical 952,000 Professional 318,000 Domestic 384,000 Agriculture __ 1,589,000 Miscellaneous — - 361,000 Totals -- -- 823,000 $15,129,000 $14,108,000 Females. 25,000 29,000 35,000 25,000 54,000 2,000 2,000 $9 70 10 36 10 89 20 00 10 00 10 00 12 00 $242,000 310,000 381,000 500,000 540,000 20,000 24,000 $9 70 10 36 10 89 19 00 10 00 10 00 12 00 $242,000 Commerce - 310,000 Clerical — 381,000 475,000 540,000 Agriculture -- -- ■ 20,000 24,000 Totals 172,000 $2,017,000 $1,992,000 Totals. Manufactures — Building Mining Transportation Commerce Public service -. Clerical Professional Domestic Agriculture Miscellaneous -- Totals 191,000 139,000 36,000 105,000 135,000 14,000 91,000 40,000 86,000 137,000 21,000 995,000 $16 44 26 25 15 62 18 15 18 00 20 00 15 48 20 82 10 74 11 74 19 24 $17 23 $3,160,000 3,649,000 562,000 1,906,000 2,430,000 280,000 1,389,000 833,000 924,000 1,609,000 404,000 $17,146,000 $15 82 22 00 15 62 17 18 17 28 19 00 14 64 19 82 10 74 11 74 18 33 $3,042,000 3,058,000 .562,000 1,804,000 2,324,000 266,000 1,333,000 793,000 924,000 1,609,000 385,000 $16,100,000 Weekly payroll- Manufactures, building, mining and transportation $9,277,000 Commerce and clerical 13,096,000 Public service and professional 14,209,000 Domestic and agriculture 17,146,000 REPORT OF SOCIAL INSURANCE COMMISSION. 297 PROBABLE RATE OF SICKNESS. The next step, in an effort to estimate in advance the cost of any, health insurance scheme, is the factor of rate of sickness, which is evidently of paramount importance. It is extremely difficult to establish a reliable sickness rate in advance of some system of health insurance. Practically all the available statistics of sickness which have any scientific value have been obtained from the study of results of sickness insurance organizations. Not only must there be a sub- stantial motive for accurate reporting of sickness, which nothing except some system of compensation for sickness will create, but more important is the fact that the general basis of sickness statistics must be established not so much on a day of sick feeling, but a day of dis- ability accompanying sickness. Being or feeling sick is purely a subjective matter which can scarcely be recorded statistically. But being unable to pursue the employment, and especially receiving compensation for such disability is a definite fact which yields itself to statistical observation. Thus the measurement of disability is made possible only by the granting of benefits for loss of time. And what we call sickness statistics deals not with sickness, perhaps not even the disability, but with compensated sick days, and the sickness rate will depend upon the particular provisions of the health insurance system granting compensation. The usual way to record sick rate, is by the number of days of com- pensated disability per the insured person per annum. It is well recognized that this sick rate fluctuates under the influence of a great many conditions of which the essential ones are : sex, age and occupa- tion. And it is customary in actual practice to compute sick rates according to each one of these three conditions. The understood assumption is equally true, however, of other conditions, which in a final analysis may even be more important. Namely, climate, locality, general sanitation and general economic status of the community. It i.s recognized that it is somewhat dangerous to adopt, without criticism, sickness rates derived from experience of other countries, and therefore a very earnest effort was made by this commission to obtain as much data as possible bearing upon this problem from various sick benefit associations of this state. The difficulties were great because the records of small lodges, and other similar societies, are hot kept in a very systematic order, and but few organizations were willing to furnish these data in detail even when they had it. Such data as have been obtained are presented in the table on page 305. It would have been altogether impossible to analyze those data with regard to age or even occupation, and therefore a general average for the organization is all that could be computed. The experience presented in tliis table refers to lodges only, where all kinds of trades 298 REPOKT OF SOCIAL INSURANCE COMMISSION. and occupations are represented, and wageworkers constitute only a portion of the membership. The total volume of experience is very- small as compared with some European sources. Nevertheless, 110,000 years of exposure are at least indicative of the general trend. The fact that the results are fairly uniform of the various sources from which information has been obtained is significant in establishing a prima facie trustworthiness of the result. The apparent average sick rate thus obtained equals .56 of one week, or 3.92 days per member. The sick rate is evidently derivative of two factors, the percentage of insured persons disabled by sickness through- out the year and the average duration of disability in each case. On a somewhat smaller exposure the first factor proved to be 10 per cent and the latter 5.49 weeks, or 38.4 days. The average sick rate obtained by multiplication of these two factors is 3.84 days, and the slight differ- ence between this and the sick rate given above is due to the fact that because of incomplete information the volume of exposure for each factor is not exactly identical. It would be unsafe of course to accept these figures without further scrutiny, not only because of the limited exposure but also because of the peculiar condition to which the result must at least partly be due. To begin with, this experience deals with lodges whose membership on the whole is different from that which would be subject to compul- sory health insurance. A small amount of experience was obtained from trade union sickness funds, which would be more significant for our purpose and would be expected to show a higher sick rate. These results by trade are shown on Table No. 2, and somewhat unexpectedly the average siclv rate for some 16,500 years of exposure is only .433 weeks, or 3 days per member, the percentage of cases being only 8.1, f.nd the average duration of a case, 5.4 weeks, or practically the same as in the case of lodges. One of the obvious disturbing factors is the difference in benefit provisions. The duration of benefits in various lodges and various trade union funds vary very much, the limit being ten weeks in some cases and running up as high as 52 weeks in others, while some lodges do not have any limit at all, though reducing the amount of benefits as the case extends. Naturally the lodges, or benefit fund, record only the time for which they have paid compensation. Again, other provisions, such as for instance in regard to a waiting period in the beginning of each case for which no benefits are paid, are different and vary from none at all to as much as 14 days, thus effecting very substantially the total amount of sick days paid for. Thus, of all the fratei'nal orders whose published reports were available to the commission, the Independent Order of Odd Fellows was the REPORT OF SOCIAL INSURANCE COMMISSION. 299 only one who kept a record of the weeks of sickness paid for by the entire order in the state of California. This experience is shown separately in Table 3, for the three years 1912, 1913 and 1914, and for this one order presents a substantial exposure of over 137,000 years, for which the percentage of cases is not high, being 9.27 per cent. The average duration of the case amounts to 9.27 weeks, or nearly 65 days, and the average sick rate of membership is .859 weeks, or a little over 6 days. This, however, is due to the fact that most lodges of this order carry their beneficiaries on the roll indefinitely, though reducing the weekly benefit to $4.00, $3.00 and $1.00 a week, and the effect of this ruling is seen in the very long duration of the indi- vidual case, being nearly 65 days against 38 days for other lodges. The experience of this particular order is mainly useful in indicating the outside limit of the sick rate among the groups of persons usually affiliated with lodges. In order to arrive at some responsible estimate of the amount of sickness that may be expected it becomes necessary therefore, to look for other sources of information, both in the United States outside of California, and in European countries as well. All such informa- tion, however, is unfortunately very fragmentary because of the absence of any systematic sickness statistics in this country, and the difficulty of applying European experience to American conditions without reservation. The experience of many European countries, as far as available, was brought together in Tables 4 to 6, showing — 1 — The number of cases of sickness per 100 insured members. 2 — The average duration per case of sickness, and 3 — Average number of days of disability per member. The data was given for Germany, Austria, Prance, Belgium and Hungary, wherever possible for male and female separately. It also seemed worth while to give these data for as many years as information was available. The fairly wide range of fluctuation between one country and another willbe observed at first glance. There were also some changes in the sickness rate of the individual countries through the long period of years, but these changes are not so wide. It is significant that the variations in the reported sickness rate (days per insured), are largely due to the percentage of insured taken sick, rather than to the average duration of a case of sickness. It is often assumed that the increase in the sick rate of some countries is entirely due to the increase in the tendency to malingering or what Mr. I. G. Gibbon called "valetudinarianism." But it must be remem- bered that these data present days of compensated illness only. In all the European systems, compulsory as well as voluntary, there has been 300 REPORT OF SOCIAL INSURANCE COMMISSION. a continuous tendency to extend the periods of benefits, and that alone must explain a large part of the increase of the average sick rate. There are many other factors which must explain the variations of sick rates in different countries. 1. Differences in sex distribution. The sick rates of the two sexes frequently .shows large differences, and the proportion of women in industries differs in different countries. This has been partly eliminated in the table by giving the rate for each sex. 2. Differences in age distribution. The sick rate rises rapidly with age. The famous Manchester Unity experience, for instance, shows less than one week under 30; rises from one to two weeks between the ages of 30 and 47, and continues rising very rapidly after that, to 3.4 weeks at the age of 55, 5.2 at 60, and 14.6 weeks at the age of 70, etc. 3. Differences in occupational distribution. The range of sick- ness rates between the occupational groups at the extreme ends is sometimes as high as 300 per cent. 4. Differences in general factors affecting health conditions, such as climate, sanitation, personal habits of living, including alcohol- - ism, personal, public and industrial hygiene, etc. 5. Differences in the duration of benefits, whether for 10, 13, 20, 26 weeks, or even 52 weeks, or perhaps the absence of a time limit merging insurance into invalidity and old age insurance; also differences in provisions as to the waiting period, which are very important because they affect each case. 6. Finally, the differences in the psychology of the insured, as shown by the readiness to claim benefits under the insurance contract. Comparing the sick rate of the California lodges with that developed by most European countries, it is found that the California rate is lower than almost any one of them, and especially lower than that shown by the compulsory insurance systems. This naturally raises the query, how far California data are reliable, even though it may be assumed that the climatic and social conditions in California favor a lower sick rate. Valuable light is thrown upon this problem when the sick rate is resolved into its two component factors — (a) The proportion of cases to 100 insured persons. (b) The average duration of a sickness case. The first is found to be only 10 per cent as against 30, 40 or even 50 per cent under some compulsory systems, while the duration is found to be 38 days, or twice as long as in most European countries. The evident explanation suggests itself, that under a Ipose voluntary system of sickness insurance, such as lodges or even trade union funds repre- sent, numerous light cases are not reported at all, and not made subject to claims. This is due to the fact that the insurance is combined with many social and economic factors, and that a considerable proportion REPORT OF SOCIAL INSURANCE COMMISSION. 301 of the membership of the lodges is of a higher economic level and not particularly disturbed by a case of illness of a short duration. To test this hypothesis a normal table of distribution of sickness eases, according to duration, has been constructed on the basis of the experi- ence of the Leipzig Sickness Insurance Fund for two years, including some 180,000 cases, and also a similar table on the basis of some 6,700 cases in California, for which the necessary information has been ascer- tained. (See tables VII and VIII, page 310.) The total duration of the cases of each table has also been computed on the assumption that the average duration for each group was equal to the mean between the two limits of duration. And in view of the narrow limits such an assumption is justified. A comparison of these two tables, converted to a basis of 100,000 cases, indicates the following results: Average duration for a Leipzig ease, disregarding any disability after the end of 26 weeks, was about 3.54 weeks, or some 25 days, and the duration in the California cases 5.42 weeks, or nearly 38 days. The greatest difference between the two tables is found in the number of cases lasting over two weeks. In the Leipzig series over 46 per cent fall below two weeks duration, and in the California series only 28 per cent. The ratio between the average duration of a case in California as compared with Leipzig, appears to be 1.54. A comparison was made between the two series in excluding cases under one week, under two weeks, under three weeks and under four weeks, and the ratio of the average duration drops to 1.43 when all cases under one week are excluded, to 1.27 when cases under two weeks are excluded and to 1.22 only after all cases under three weeks are excluded, and to 1.6 only after all cases under four weeks are excluded. The average duration of cases extending over four weeks then is 8.5 weeks in Leipzig and 9.8 weeks in California. (See table IX, page 311.) This comparison makes it quite certain that one reason for the appar- ently low sick rate of the California lodges is the failure to give sick compensation for cases of shorter duration, and that this especially affects cases under two weeks, and partly even cases from two to four weeks. On this basis a correction may be made to the report taking into account this failure to ask for compensation in many cases of short duration. 302 REPORT OF SOCIAL INSURANCE COMMISSION. According to the two tables of experiences, every 1,000 eases are distributed as follows : Leipzig. Dui-ation Number of cases Total duration Per cent Under 4 weeks 741 259 1,354 2,191 38.19 Over 4 weeks 61.81 Totals -- 1,000 3,545 100.00 California. Under 4 weeks 566 434 1,153 4,269 21,27 78.73 Totals 1,000 5,422 100.00 If then we assume for California the same proportion between cases under and over four weeks duration, and the average duration of cases under four weeks being about the same, the experience for California would stand corrected about as follows: Buration Number of cases Afer.iffe duration Total duration Under 4 weeks _ __ 1,242 434 1.85 9.84 2,298 Over 4 weeks ^_ 4,269 Totals 676 6,567 This results in an increase of 67.6 per cent in the number of cases and 21 per cent in the total duration. With these corrections the proportion of cases of 100 members rises to 16.8, and the average sick rate from 3.84 to 4.65 days. This approaches very much more closely the sick rate of at least some European countries, especially in the earlier days of compulsory insurance. As a further check upon this figure various information available in regard to sick rates in the United States has been brought together. The well known federal investigation of workmen's insurance in the United States known as the twenty-third annual report of the United States Commissioner of Labor, contains much of this information which has been utilized as far as possible. A few international labor organizations have been giving sickness benefits for some years. On a basis of the data available in the report above referred to, and various information as to membership of these international unions, the sick rates for some of the unions have been REPORT OF SOCIAL INSURANCE COMMISSION. 303 compiled in Table X. They are found to vary almost violently between i.3 days and 6 days per member, the latter figure being the highest shown by any of these international unions. It is somewhat dangerous to assume the accuracy of these sick rates as representing differences between various trades and occupations, because of the uncertainty of information obtained. The union that perhaps has the most extensive experience with sick benefits is the International Cigar ilakers Union, for which a record is available from 1881 to 1914, and this valuable experience is shown m Table XI. The significant conclusion to be derived from this table is the gradual increase in the average sick rate, and also that not- withstanding this— the sick rate is even now considerably below one week per member. In fact the highest sick rate is for 1914, amounting to .877 weeks or 6.14 days, and that for many years it was substantiaUy lower than six days, the cigar makers trade being on the whole not a very healthy one. It is also very significant that the sick rate has risen during the lean years, as for instance from 1893 to 1898, and again in 1908 and in 1914, and showed a tendency to grow smaller during the years of highest business activity, as for instance between 1899 and 1906. A considerable amount of additional information referring to a large number of so-called establishment funds has been compiled from the same official source. The 415 establishment funds giving sick bene- fits show a membership of 302, 584, thus giving a fairly large volume of experience. These have been classified in Table XII, on page 313, according to the general line of industry. The average of cases per 100 members was 23 per cent; the average duration of a case was 20.5 days, which approaches rather closely European experi- ence, and the average sick rate per member was 4.7 days. This again shows approximately the same results as the adjusted California experi- ences. It will be noticed that Tables X and XII show an adjusted experience as well as actual experience. One difficulty of compiling statistics of different funds, as already explained, lies in the differences in benefit provisions. It is estimated that the experience of any fund could be modified if the benefit was extended, say from 13 to 26 weeks, and the waiting period increased or reduced. Assuming that the dis- tribution of cases according to duration, as shown in Table 7, may be accepted as a normal one, an adjustment may be made both for the waiting period and for the duration of the benefits, and such a table, for the purpose of making such adjustments, was constructed. (Table XIII.) By means of this table When the specific provisions of any fund, as to the waiting period and as to the duration of benefit, are 304 REPORT OF SOCIAL INSURANCE COMMISSION. given, the' actual experience may be adjusted to "no waiting period, and 26 weeks duration." It is found that for most of these establisliment funds, as well as for the international union benefit systems, this adjustment results in an increase of sick rate, and for the 415 estalslishment funds taken together the average sick rate is increased from 4.7 to 5.8, which rep- resents an increase of about 23^ per cent. It is felt, therefore, on the basis of all this cumulative evidence that a sick rate of 6 days may be assumed for the purpose of making ari estimate of the cost, and that at least for some time such an estimate should prove sufficient. Specific evidence should be required at the present time for a higher estimate of sick rate. Evidently this esti- mate does not take any occupational differences into consideration, though there is no doubt that such occupational differences exist. American data available at present offers no basis for determining this difference ciuantitatively. Table No. 12 offers a variety of adjusted sick rates from 3.9 and up to 10 day.s. The highest sick rate is found in the iron and steel industries, and appears to be in harmony with our general knowledge of health conditions. The brewers industry and textile industry seem to indicate the next highest sick rates. The lowest sick rates are found in the bra.ss industries, building, construc- tion, mining, rubber and wood and furniture, and therefore may be taken at present as being to some extent accidental and due to in- sufficient exposure. Surely that would seem to apply both to the brass and rubber industries. It \\ould be presumptions to undertake to determine at present the general average sick rate for industries as a whole. Nothing but extensive experience under health insurance would offer material for determining the proper sick rates for the different industries and occupations. In the computations which follow, a sick rate of six days per member has been accepted as a basis. REPORT OF SOCIAL INSURANCE COMMISSION. 305 -I m < i ii ii K4 E^ 33 ^ 12 SI S ^ o^ «S ^ c^ CO iin CO 1 S < la irj iois:)i6i6idr^i6iai6c6i6'rP'Tttt£-r^ j 10 lis OC«^-^CD(MC0^C0C0C005^?.Cq I 1 d o ^" =^'?f r-H T-H C- c^ rH lO O (M i-H ofc ^ O as T-H ^ i '^ gs U3 t^ CO iH(M rH rH U3COCN'* CMl>-l rH J t>- od" 00 io icwoq'«ijOit^oai»f:)u:)(MuSrHcooi i ^t od od 00 o to l>. CO O C>i lO O tH Co CO oi o c^ 1 1 s Als (M 1-1 rH rH rH rH M i-H W rH { '" si gs OO Ift t^ r- rH lO O (N ^ OO tH S Oi rH -^l 1 ^ iO t>* rHCM tH rH iOCOC-I s. a o5 ^ I od" A( .c ooo oicgiooiiJrHiootooooooooo i COOOC^lQCQCOOt—0300050000 1 rHM,-H0001CaSrHOOt>.-Tf*CD(MiHUD I g a CO 1>- -ei ifSoS C^ T-^ r-i r-^ Tj^i-HCOCOrHCqcO' I tC 1 ■^ rH j 00 t^ lo Oscoooco-*05rHiraop-<^OsooiO(M(MCra s ^iU !>■ 1— 1 tOt-OOOrHrHtMCQ^-^t^COC^COrHlO ■^^O^COOqiOC^OilOt^COCDCOOOtOtO S9 ■*^ "^ IQ 1 '"' = s lO OO OCQ-^"^CDC^tDrH':OCOCOOS-^C--{MrH rH in ^. 1 ."1 cic^ tH rH" cT rH rH rH rH od "^ C-0305^QOCdSq rHC^rHOOO IQOSrHOOt^TfOirqrHlOlO 8 c^ t^ 10 CD" CO" CQ rH rH rH ■^" rH CO of rH c4" OO i-H I" ^ rH CM lO lo in lo lo lo iio ID lo lo ira 'i* rHrH rH T-HrHrHrHlCrHrHrH 2 la ^ rf H ■rHTHTHrHTHrHrH-rHrHrHrHrH--4^Si^rH § 31 rH CO COCOT-ICOrHiHrHrHCQCOCOCQOlCOOQCO •r-^rr} "^ rHrH-rHrHrHrH-r— It— C CT> OsOs Oi CsOiosOs ^Q30S T-H tH 1-1 rH ^^^^ tH rH i-I ■si CO CO b-rHOrHrHlO-nf^rHCOC^rHrHrHrHrHO 10 CO T-H rH rH m rH d o tH CO 2k1 d : 1 1 ! : 1 ! 1 : ; 1 1 1 ; 1 1 § i i i i i ! i i i i i2 ! i i i ■-to ^ 1 1 -^-^ 1> 1 1 1 1 1 IS 1 a 1 1 1 1 1 1 1 1 1 1 12 1 11 > ' Ph to -g 1 1^ 1^ ImSSo 1° 1 1 1^ a 1 i-^SgSia^feP 153 1*^ Ig i^" ! IS'C£S§(£-S" \V ]t Ife dcc"Sc3"-kJ.c: ^ fH " .2ii|ii:gii|ii§i§i a£^oEi~O0'0':2i3^Mm°c30o o o EC -P EH Sl 20—27626 306 REPORT OF SOCIAL INSURANCE COMMISSION. :§ 1 d o 1 (M tH OS lA tH lo iri CO -^ oi 1 925 203 384 1,171 th o ;i-HOt1HM00Q0«Dt-j0503P rH tH ej rH CM r-( T-\ o6 QO O CO CO C?S l>- "^ l-~ OO Cv| ^ S. era b CD >ra CO l>ra --^c^tHC^ CD" i: .- c o 1 o s o > << «l|| t--1001r^cD=DCO^QOeDCD^»niO cdt-*coi>-»OoococooocoootH-^c^ co^_^iftcraocra«5c 1 1 1 1 1 ) 1 1 1 1 1 1 1 1 1 1 I 1 I 1 4.56 5.07 4.63 8.69 8.43 8.68 8.54 8.98 8.44 9.11 9.00 8.84 8.08 8.70 8.47 9.01 5.20 1902 5.15 1903 5.01 1904 5.40 1905 5.36 1906 . . 4.21 4.83 5.38 4.20 4.61 5.22 iQn7 iqoR iQm ipif> 1Q11 1912 1Q1^ 310 REPORT OF SOCIAL INSURANCE COMMISSION. TABLE VII. Leipzig Fund Experience, 1912 and 1913, Cases Cases pet 100.000 Average weeks DPI' case Total disa- bility* Cumulative totals Cases Disa- WUty 111 weeks 1 to 3 days- _ 2,289 33,270 48,571 29,917 20,539 13,345 7,699 5,554 3,863 2,918 2,338 1,749 1,429 1,322 1,025 799 626 542 439 387 351 277 250 207 187 190 335 1,273 1,257 18,313 26,736 16,468 11,304 7,345 4,237 3,057 2,126 1,606 1,287 963 786 728 564 440 345 298 242 213 198 152 138 114 103 105 179 701 .28 .78 1.5 2.5 3.5 4.5 5.5 6.5 7.5 8.5 9.5 10.5 11.5 12.5 13.5 14.5 15.5 16.5 17.5 18.5 19.5 20.5 21.5 22.5 23.5 24.5 25.5 26.0 352 14,284 40,104 41,170 39,564 33,053 23,303 19,921 15,945 13,651 12,226 10,113 9,139 9,100 7,614 6,380 5,347 4,917 4,235 3,941 3,765 3,116 2,967 2,565 2,422 2,572 i 4,565 1 18,226 354,555 1,257 19,570 46,306 62,774 74,078 81,423 85,660 88,717 90,843 92,449 93,736 94,699 95,485 96,213 96,777 97,217 97,562 97,860 98,102 98,315 98,508 98,660 98,798 98,912 99,015 99,120 99,299 100,000 ^ 352 3 days and 1 week- 14,636 1 to 2 weeks - - 54,740 2 to 3 weeks 95,910 3 to 4 weeks _ — 135,474 4 to 5 weeks — 168,526 5 to 6 weeks 191,830 6 to 7 weeks 211,750 7 to 8 weeks - _ __ _ 227,695 8 to 9 weeks -- 241,346 9 to 10 weeks .... 253,573 10 to 11 weeks... 263,685 11 to 12 weeks .-. 272,824 12 to 13 weeks... 281,924 13 to 14 weeks 289,538 14 to 15 weeks. -. .. 295,918 15 to 16 weeks 301,266 16 to 17 weeks 306,183 17 to 18 weeks.- . - 310,418 18 to 19 weeks 314,358 19 to 20 weeks ^ -.. ... 318,122 20 to 21 weeks 321,238 21 to 22 weeks — 324,205 22 to 23 weeks.. . 326,770 23 to 24 weeks 329,191 24 to 25 weeks.. .. _ . 331,764 25 to 26 weeks, .. _ - 336,329 Over 26 weeks 354,555 Totals 181,691 100,000 •Disability extending beyond 26 weeks ivecks disregarded. TABLE Vm. Lodge and Union Experience. Weeks Cases Distribu- tion per 100.000 cases Average weeks Cost in weeks Cumula- tive cases Total weeks 683 1,202 1,090 813 566 465 333 272 180 169 109 102 89 213 112 74 219 10,208 17,964 16,291 12,151 8,459 6,949 4,977 4,065 2,690 2,526 1,630 1,524 1,330 3,183 1,674 1,106 3,273 .5 1.5 2.5 3.5 4.5 5.5 6.5 7.5 8.5 9.5 10.5 lh5 12.5 15.0 19.0 23.5 26.0 5,104 26,946 40,728 42,528 38,066 38,219 32,350 30,487 22,875 23,997 17,115 17,526 16,625 47,745 30,806 25,991 85,098 10,208 28,272 44,463 56,614 65,073 72,022 76,999 81,064 83,754 86,280 87,910 89,434 90,764 93,947 95,621 96,727 100,000 5,104 32,050 1 to 2 weeks - -- 72,778 115,306 153,372 191,591 3 to 4 weeks 4 to 5 weeks - -- 223,941 254,428 277,303 301,300 318,415 335,941 352,566 400,311 431,117 457,108 8 to 9 weeks - -- 12 to 13 weeks - 13 to 17 weeks 17 to 21 weeks 21 to 26 weeks - . Over 26 weeks 542,206 Totals 6,691 100,000 542,206 REPOKT OF SOCIAL INSURANCE COMMISSION. 311 TABLE IX. Leipzig American Average weeliS lumber of per case Cases Weeks Cases Weelis Leipzig American Complete figures Taking out 1 week Taking out 2 weeks.. . Taking out 3 weeks... Taking out 4 weeks... 100,000 80,430 53,694 37,226 25,922 354,555 339,919 299,815 258,645 219,081 100,000 89,792 71,828 55,537 43,386 542,206 537,102 510,156 469,428 426,900 3.545 4.226 5.586 6.948 8.452 5.422 5.982 7.102 8.452 9.839 1.54 1.43 1.27 1.22 1.16 TABLE X. International Labor Unions iVlalntaining Sick Benefits. Actual sick days per member Adjusted siclc days 5.0 5.2 2.1 3.6 6.0 8.9 5.2 7.7 2.6 3.1 2.3 3.1 1.9 2.5 1.3 1.7 2.3 4.0 5.9 5.8 Bakery and confectionery. Barbers Boots and shoes Cigar makers Leather workers Marine firemen Patternmakers Piano and organ workers Plumbers and gas fltters. Printers 312 REPORT OF SOCIAL INSURANCE COMMISSION. TABLE XI. Disability Compensated for by the Cigar IV1al-SDOi-HTHC0&s0>t^Nl0t0i-H-^O06- CVS CO f-H tH O to CM CO 00 -^ T-T ci CM tH tH CO OCDCOOCDCOCqOitNCD^-OiOOC^CO«D(MCOlcai-i-(":>0(WtOCC ""'-'aTHCMTHtMi-lT-HCMC^C^iHC^CaT-ICNIMtMi-HtH T — 1 i^J I."" \*J WJ T~1 lij UN I (MCSiTHC5i-HCMCaMi cqcDiq-^OOiTS^C^-^QOTHeDOOt-^CqiOtDC^lOOO^THCOOOOlC codcft(35C5"^c-OCOi-HCOlJ^COt^-Tt;'T--JT--jCJr-HCOOq-^K5asCOCOC«COCO-.HCOr- ICOCDCD COlAOlCt3icOI>^C»OC^t>{>a(Ni-Hl>^i-HCOCOwOt--^OiOCOCftT-5 T-HCaCN|rHC^i-HTHr^-^CY-Ht^C0i-HC-Jl^aiT-IC0 T-H Cf T-H CD" as 05 T-T tH' COOTCDOSOg^CCQOl:^»AC30S(53C0035(MlOC cf "5 r^ ^" ir^ tH cT eg" iM t^ t^ ■^" tH CQ CO ■^'" CvD Cv5 C^ tH 3 as o t^ -!t* CO (^ ) O^ lO CD '^ CM lO ) CM t^ CO lA 1-1 li!) f c5 tf(5 CM CM i< .! 9 IK & ^ fH Sh 3 S 03 »3 — '-' V, 03 a , n OS _ p. ^ OJ 3 tji ^ -"3 'O ; o " " o i -^ 'u - ^ _ C3 03 -g OJ J1 O P O a _g 0) d, o a w to 0) ogSft^giiioSffis S laj F S > s g T-1 03 « 03 i3 o OJ H O-i h-_ 314 EEPOET OF SOCIAL INSURANCE COMMISSION. SECTION IV. COST OF MEDICAL AID. An effort to arrive at a sound estimate of the probable cost of medical aid is even more difficult than in the case of the cost of cash benefits. In the study of the cost of accident compensation pre- liminary to adoption of the law, this was also found to be a problem of greatest uncertainty. In the case of cash benefits only the quantity of disability to be paid for has to be estimated. The rate of benefit pay- ments is defined by the provisions of the proposed act. When we turn to the problem of medical aid, both the amount of service to be granted and the rate of remuneration are uncertain. It is very difficult, almost impossible, to arrive at a reasonable esti- mate of the amount of medical aid which will be required. Roughly, it may perhaps be assumed that it will bear the same proportion to the amount required under the various European systems, as does the assumed sick rate to that found in these systems. Even that, however, does not solve the problem, because statistics of the various health insur- ance systems in Europe are usually limited to recording the cost of medical service, and not the amount rendered. Only for one large German sick insurance fund, namely, that of the city of Leipzig, were some data available in regard to the amount of medical work to the commission. Even if these data be assumed to be applicable to California the complex question of remuneration remains. The various methods by which medical service may be compensated under a health insurance act, are discussed at length elsewhere in this report. In a general way all the existing systems may be divided into two groups according to whether payments are made on a certain fee schedule per visit, or other unit of work, or whether the payments are computed on capitation basis, that is a specified amount per annum per each person insured. As explained elsewhere more fully, the latter system does not necessarily mean that the individual physician is paid on a capitation basis, but only that the cost to the insurance carrier is computed on that basis. If the visitation system should prevail, an estimate would be required in advance to gauge how much the cost of the visits would amount to. If, however, the latter system of capitation should prevail, what is wanted is not so much an estimate, as a decision as to how much should be paid per capita. Evidently the problem is considerably simplified under a capitation method, the consensus of European opinion being against a REPORT OF SOCIAL INSURANCE COMMISSION. 315 visitation system on a fee schedule. An effort must be made at this time to determine what a proper capitation charge may be. Naturajly, no such amount can or should be written into the law. After all, a decision as to the rate at which the services of some 6,000 physicians in the state of California may be purchased should not be arrived at without negotiations with the profession concerned. An estimate made here can not have, therefore, any binding value, but must be taken for what it is worth, as only an approximate computa- tion, subject to various modifications, after the system has been legis- lated for. Nevertheless, it is worth while presenting various data which may throw some light upon the subject. Great Britain. The experience of the British system with the ques- tion of cost of medical aid is well known. The original estimates pro- vided 4s 6d per capita for medical aid, and Is 6d for drugs. The amount, in the opinion of the medical profession, was decided to be insufficient, and the British Medical Association made a claim for a minimum capitation fee of 8s 6d. After various negotiations, which at the time reached a very acute stage, a total of 7s ($1.68) was deter- mined upon with a possible additional 6d per head, or as much of it as was not found necessary for additional expenditure on drugs. The total fee for physicians, therefore, varies from $1.68 to $1.80 per capita. Germany. The arrangements for remuneration of medical aid in Germany are subject to numerous local variations. The average cost per capita for variotis periods is shown in the following table for various forms of insurance carriers. (A description of which is given in Chapter V of this report.) Com- morclal funds Local funds Estab- lish - meiit funds Build- ing funds O.uild funds llegu- lar aid funds Slate aid funds All funds 1888 - $0 47 56 58 67 92 $0 51 64 71 88 1 21 1 43 $0 89 1 04 1 12 1 31 1 76 $0 85 1 21 1 38 1 99 1 66 $0 41 55 67 84 1 14 $0 17 55 68 79 1 10 $0 20 52 61 75 95 $0 55 1893 . 72 1898 . . 79 1903 95 1908 _ 1 31 1912 1 54 The average for all funds, as well as the average cost for almost every form of organization is found to have been constantly increasing during the last 25 years, the general average being increased from 55 cents per capita in 1888 to 1.31 in 1908, and $1.54 in 1912. 316 EEPOET OP SOCIAL INSURANCE COMMISSION. Austria. The same tendency towards the increase of the cost of medical aid has been observed in Austria. Both the actual amount and the rate of increase have been somewhat slower than in Germany, as the following figures may indicate : 1890 $0 47 1905 : $0 65 1895 51 1907 70 1900 58 1912 Leipzig. Since the data for Leipzig are available in greatest detail, it is useful to examine those somewhat more carefully. The average cost per capita for the Leipzig sick insurance fund increased as follows : 1888 $0 87 1903 1908 1912 $1 45 1893 1898 1 05 1 25 2 00 . 2 16 These averages include the general per capita as well as certain addi- tional payments for extra services. The actual per capita charges as determined by the rules of the fund since its organization on January 1, 1887, were as follows : January 1, 1887 3.00 marks ($0 70) January 1, 1888 3.30 marks ( 77) October 1, 1888 3.60 marks ( 84) July 1, 1896 3.90 marks ( 91) October 1, 1897 4.20 marks ( 98) October 1, 1898 4.50 marks ($1 05) May 7, 1904 5.00 marks ( 1 17) May 1, 1905 6.50 marks ( 1 52) January 1, 1911 7.25 marks ( 1 70) All these rates were per number, which included medical aid to dependents — no difference being made in charge between single persons and members having dependent families. The one exception to this statement is the rate of 5 marks, or $1.17, which prevailed for a short period of less than a year, from May 7, 1904, to May 1, 1905. The method by which this increase in rates has been accomplished need not be gone into at this place. The additional charge for medical aid for such special services as obstetrical work, consultations, dental charges and payments to physicians in localities outside of Leipzig for the benefit of the members of the Leipzig fund, amounted, in 1910, to about 30 per cent over and above the regular charge. REPORT OB'' SOCIAL INSURANCE COMMISSION. 317 As to the amount of medical aid rendered, the following information is interesting: Tear Average membership •Units of medical service rendered by regular physician 1906 - - . ... 158,702 162,489 165,659 172,617 182,898 1,062,677 1907 . ..... .... 1,517,196 1908 1,594,412 1909 . 1,669,689 1910 . — . . . _ . _. 1,806,257 Totals . . 842,365 7,650,231 *Tliis does 'not include any services for which special compensation was paid. The average number of units of medical service per member per annum, including the dependent family (which, under the rules of the Leipzig fund included consorts, children, parents, grandchildren and parents-in-law), equals nine. It has shown a slight tendency to increase, and during 1910 was nearer ten per annum. Whereas, the report quoted indicates that of the total number of cases treated, the members of families claimed, during the three years, 1908 to 1910, about 47 per cent. So that roughly, the medical work done is divided equally between members and their families. Furthermore, the fact must be noticed that of the total number of units of service rendered to the members themselves, 82 per cent con- sists of ordinary office visits, while of units of service rendered to the members of the families only 60 per cent consisted of ordinary office visits. So that on the whole it seems evident that more than one-half of the medical aid rendered by the Leipzig fund was on account of members of families, and the average number of units of medical ser- vice rendered to members must fluctuate somewhere between four and five per annum. The average remuneration for a unit of medical service, exclusive of special services already mentioned in 1910, was about .62 marks, or 15 cents. In the light of these figures it seemed reasonable for a preliminary estimate, for California, to use the figure $4.00 per annum as per capita charge for medical aid only, exclusive of hospital or drugs for service of individual persons. The cost to the insurance carriers in case the medical aid is extended to families would be $4.00 a week per each member of the family entitled to medical aid. This amount is more than twice as large as the amount granted by the British insurance system. It is practically four times as large as the amount paid by the Leipzig insurance fund. Additional support in favor of such a preliminary is found in various sources of actual experience in California. 318 REPORT OF SOCIAL INSURANCE COMMISSION. The Industrial Accident Commission reports that the average cost of medical aid per case is about $20.00, and the average duration of the ease is 20 days, making the total cost of medical aid, including hospital and drugs, etc., about $1.00 per day of disability. An allowance of $4.00 per annum for medical aid alone, with an additional allowance as explained later, of about $2.00 for hospital care and $2.00 for drugs, produce a total of $8.00 for six days of disability, which is larger than that offered by the Industrial Accident Board under its recognized schedule. It is known that various cooperative hospital associations are able to give all medical and hospital aid and drugs at a rate of $1.00 a month, out of which a considerable amount is spent for charitable aid and for general expenses. It is also known that commercial hospital associa- tions offer to furnish medical and hospital aid and drugs at the rate of $1.00 per month, of which the expenses and profits consume probably more than one-half. The Infirmary of the University of California is able to furnish both medical and hospital aid at the rate of $6.00 per annum, or perhaps more accurately, for nine months of the year. It is admitted that the system on the whole is self-supporting, and it must be considered that this infirmary is doing an enormous amount of work in routine examina- tions, which an ordinary insurance system at least in the beginning will not be called upon to perform. It is easy to increase the estimate per capita cost to a higher figure, say to $5.00 or $6.00 in arriving at final cost. REPORT OP SOCIAL INSURANCE COMMISSION. 319 SECTION V. COST OF HOSPITAL CARE AND DRUGS. The necessity for assumptions indicated above in connection with the payment of physicians' services, also applies to some extent to other branches of medical aid. It is usually assumed that sufficient hospital facilities for any com- munity must provide from four to five beds for one thousand popula- tion. A full utilization of such facilities would give about 1.5 to 1.8 hospital days per capita per annum. As a matter of fact, such an absolute utilization of facilities provided is practically impossible. Such statistics as are available seem to corroborate this conclusion. Thus the experience of Hungary for about ten years, 1897 to 1906, indi- cates a total exposure of 6,706,000 years with 5,350,000 hospital days, or about eight-tenths of a day per insured. The experience of the Leipzig Fund is here again perhaps more indicative. Taking the nine- year period from 1902 to 1910 with an exposure of 1,407,000 years, the number of hospital and institutional days granted to sick members was 1,735,000, or 1.23 days per person. This ratio, however, has been gradually increasing, and in 1902, after some fifteen years of experi- ence, the average number of sick days was only one per person, and by 1910 it has risen to 1.38. This includes, in addition to hospitals proper, various institutions for convalescents. It is perhaps worth while to point out that the experience of the University of California Infirmary with the admitted effort to get all illness of even moderate severity into the infirmary, the average number of hospital days per person is less than one-half. It would seem safe, therefore, to assume provisionally, an average hospital rate of one day per insured. Though a health insurance system may undertake building its own hospitals and institutions, it is nevertheless necessary, at least in the beginning, to take into consideration existing commercial rates for hos- pital services, especially in the state of California, where the free hospital facilities are admittedly insufficient. Hospital rates are subject to great variations, in accordance with facilities and accommodations provided, but ordinary ward beds may be obtained from about $15 to $17.50 a week, and it is reasonable to assume that the health insurance carrier, with its large demand for hospital space will be given the best rates obtainable, and in the final computations the cost of each hospital day was assumed to be $2.00. 320 REPORT OF SOCIAL INSURANCE COMMISSION. Drugs and Supplies. The retail price of drugs is so far above .the actual value that it is difficult to arrive at any conclusions as to the proper cost of the drugs and supplies benefit from present experiences. European data indicate quite uniformly that the drug and supply benefit costs about the same as the hospital benefit. In Germany the average cost of drugs and supplies per member has increased from 44 cents in 1888 to 60 cents in 1898, 83 cents in 1908. The provisions of the Leipzig fund in regard to drugs are extremely liberal, and the average cost has" increased from 55 cents in 1888 to $1.09 in 1912. Undoubtedly those' drugs and similar articles are cheaper in Ger- many than they are in this country, but since we are dealing here vrith material rather than services, the difference in cost could not be very great, and it is felt that by doubling: the amount spent in Leipzig, or assigning $2.00 per capita for drugs, sufficient provision is made. Dental Aid. So little has been accomplished in systematic dental provision that scarcely any material exists for an estimate of the cost of the dental benefit. It evidently would be impossible in the very beginning to grade free dental aid of the expensive kind requiring expensive treat- ment. An arbitrary assumption of $1.00 per capita has been made which is thought sufficient to provide a fund out of which the hygienic care of the teeth may be given to the insured, including such methods of aid as extracting, cleaning, treatment and possibly inexpensive fillings. REPORT OP SOCIAL INSURANCE COMMISSION. 321 SECTION VI. COMPUTATION OP COST. In table I on pages 329-332 an effort was made to compute the prob- able cost of the entire insurance system for the eighteen large occupa- tional groups. Such a computation may be made, either in dollars and cents, or in percentage of the wage exposure. The cash computation has been selected because its results are more readily understood. In any ease it is necessary to take the wage exposure into consideration, because, while some benefits will be payable on a per capita basis, others must be computed in relation to wages. Throughout the table the assump- tion has been made, which is of course not in accordance with actual facts, that there are 52 weeks of employment for every person. This was done in order to compute the cost of 52 weeks of insurance. The final proportion obtained between the total cost for a full year's insur- ance and a full year's wage exposure will of course hold true for any part of the year or for a single week. The methods of arriving at the cost of various items must be stated here in detail : 1. Weekly cash lenefit.. Assuming rate of sickness six days per annum, cash benefit is equal to 6/7 x 2/3 of week's wage, or .5714 of a week's wage equals .5714 of annual wage — 1.009 per cent of annual wage. This percentage must be applied, not to the actual but to the adjusted wage, because the maximum benefit has been placed at .$15.00. 2. Maternity 'benefit to female wage workers. Birth rate in California is equal to 16.4 per 1,000 population. Since married women constitute 17.6 per cent of total population, therefore the annual birthrate among married women equals 16.4 -^ .176 = 93 per 1,000 married women. Married women constitute about 15 per cent of all employed women in Cali- fornia ; therefore rate of issue for all employed women equals 93 X .15 = 14 per 1,000 employed women. Assuming the benefits for maternity to equal 2/3 of the wages during eight weeks, the benefit in cash per 1,000 women equals .667 week's wages X 8 X 14 = 74.7 weeks' wages. Full exposure for 1,000 employees being 52,000 weeks' wages at cost in pro- portion to exposure is 74.7 -H 52,000 weeks = .144 per cent. Medical aid, including nursing in maternity, may be estimated at an average of about $25.00 per case. Cost per female employee would be equal to $25.00 X 14 -^ 1,000 = 35 cents. 21—27626 322 EEPORT OF SOCIAL INSUEANCE COMMISSION. 3. Funeral benefit. Assuming value of benefit $50.00 per funeral, the following computation of the mortality rate among employees is based upon the data of the United States census for persons employed, and the California State Board of Health for the number of deaths : Number employed in 1910 Add 12 per cent for increase, 1910-1913- Totals in 1913 Number of deaths in 1913 among occupied persons- Death rate 932,752 111,930 174,916 20,990 1,044.682 17.l)4o 16.3 195,906 1,186 6.1 The considerable difference in the death rate between men and women is easily explained by the great difference in age distribution, most women not remaining permanently in their occupations. Cost of funeral benefit per one male insured person — $50.00 X 16.3 -^ 1,000 = $.815. Cost of funeral for one female person — $50.00 X 6.1 -H 1,000 = $.30ri. 4. Medioal service. Computations have been made under the assumption of average cost of $4.00 and also $6.00 per capita. 5. Hospital 'benefit. Assumption of cost, $2.00 per capita as explained above ( see page 319 ) . A substantial saving must be taken into consideration as against this cost. In a case of a single person who is being taken care of in a hospital and receives maintenance in addition to medical aid, there is need for little if any financial assistance. In a case of a married person the support needed by the family is reduced, as the sick person is taken care of in the hospital. In the following computation of expected saving on this account, the assump- tion has been made that in case of a single person there will be no cash benefit, and in the ease of persons with dependents one-half of the cash benefit will be paid. Statistics of occupations in California indicate the following distribution : Mai-ital condition Single -- -- 476 524 655 Married or widowed— — 345 Totals 1,000 1,000 Saving for every single person, in percentage of adjusted wage — 1/7 X 2/3 X 1/52 = .183 per cent. Saving for every married person — 1/7 X 2/3 X 1/52 X 1/2 = .092 per cent. Saving for 1,000 male persons — 476 single 476 X .183 = 87,108 per cent 524 married 524 X .092 = 47.208 per cent Saving for 1,000 persons 134.316 per cent Saving for each male insured person .134 per cent Saving for 1,000 female persons — 655 single 655 X .183 = 119.865 per cent 345 parried and widowed 345 X .092 — 31.740 per cent Saving of 1,000 women Saving per each insured woman. 151.605 per cent .152 per cent REPORT OP SOCIAL INSURANCE COMMISSION. 323 0. Diuy henefit. Assumed cost Jp2.00 pei' capita. (See page 319.) 7. Dental henefit. Assumed cost, $1.00 per capita. 8. Tuberculosis henefit. Additional 26 weeks after the expiration oi; the first 26 weeks. Basis of computation used, mortality from tuberculosis In California during 1913 : Male Female Total Persons employed, 1910 932,752 111,930 174,916 20,990 1,107,668 132,920 Add 12 per cent for 1913 Totals 1,044,682 2,936 2.8 195,906 204 1.1 1,240,588 3,140 25 Tuberculosis deaths among employed persons Death rate from tuberculosis From the tuberculosis death rate an assumption of the tuberculosis sick rate has to be made. The experience of Leipzig of some twenty years indicates .about three cases of tuberculosis treated for every case of death from the disease. The California Tuberculosis Commission has made an estimate of four cases for each death, on an assumption that an average case lasts about four years. This higher ratio of four was accepted to be on the safe side, producing the following rate of tuberculosis per 1,000 population : Males, 11.2 per cent ; females, 4.4 per cent ; both sexes, 10 per cent. Considering that the maximum benefit for tuberculosis may extend to 52 weeks, it does not follow that every case will demand the full time. The average dura- tion of treatment per case under the Leipzig system was under 90 days. It seems sufiicient, therefore, to allow the full 26 weeks for about one-half of the cases, or 13 weeks of sanatorium treatment over and above the 26 weeks for each case. It is assumed this tuberculosis benefit is to be given in the form of sanatorium treatment and the cost would be without any reference to the wages of the insured. The cost is assumed to be $2.00 per day, $14.00 per week, or $182.00 per average case. The cost per 1,000 employees of either sex would therefore be as follows : Male $182.00 X 11.2 = $2,038 40 Female , 182.00 X 4.4= 800 80 The cost per insured member will then equal $2.04 for males and 80 cents for females. 9. Medical henefit for family. The number of children per family may be roughly estimated on the following basis : Children under 17 in California in 1910 641,813 Married, widowed, or divorced men 552,745 Average number of children per family 1.2 Members of family who would be entitled to benefit (limiting this to wives and children only ) , is shown in the following table, both for males and females : For every 1,000 men employed Additional persona per famUy Total additional persons Married _ _ _ - _ 476 476 48 2.2 1,047 Single Widowed and divorced - 1.2 58 Totals 1,000 1,105 324 REPORT OP SOCIAL INSURANCE COMMISSION. For every 1.000 women employed Additional persons per family Total additional persona Married - 139 654 207 1.2 167 Single Widowed or divorced 1.2 248 Totals - — 1,000 415 At the rate of $4.00 i)er capita for medical aid the cost of this benefit would be : For each male insured $4.00 X 1.105 = $4 42 For each female insured 4.00 X .415 = 1 66 At the rate of $6.00 for medical aid the cost would be : For each male insured $6.00 X 1.105 - $6 63 For each female insured 6.00 X .415 = 2 49 10. Hospital benefit to dependents. At the rate of $2.00 per capita would be : For males $2.00 X 1.105 = $2.21 Females 2.00 X .415 = 83 11. Funeral benefit to dependents. Cost per funeral, $50.00. General death rate for California, 14.4. Male Female Death rate for 1,000 dependents Number of deaths among dependents per 1,000 insured Number of dependents per 1,000 members Funeral cost per 1,000 Funeral cost per one insured 14.4 6.0 415 $300 $0.30 12. Maternity benefit to dependents ; Married men to 1,000 employed men, 476. Assumed rate of issue for 1,000 married men, 93. IN^umber of births per 1,000 insured men, 93 X .476 = 44.3. Average cost i)er case, $25.00. Cost per 1,000 insured men, $25.00 X 44.3 = $1107.50. Cost per insured male mernber, $1.11. 13. Saving possible through establishment of one week waiting period; A computation made on the basis of the Leipzig standard table given on page 310, indicates that an establishment of one week waiting period would reduce the cost of the money benefit by 25 per cent. The saving accomplished will therefore be : 1.099 per cent X .25 = .275 per cent on a basis of adjusted wages. In the following tables the various formulas worked out in the pre- ceding pages are utilized for computation of the total cost as well as per capita cost and proportion to pay roll : Table I : Pages 329-332 present a computation of the net cost of all the benefits for each of the eighteen occupational groups. This state- ment contains no loading for expenses. On the other hand it assumes that every one of the million persons who might be subject to compul- sory insurance is fully covered throughout the entire fifty-two weeks of the year. The cost of medical aid was assumed at $4.00 per capita in this table, but a separate parallel computation was made on the assumption of $6.00 for medical aid. Briefly, the final results of this REPORT OF SOCIAL INSURANCE COMMISSION. 325 table show that taking in all the groups of wage workers, the net cost including the benefits for the insured, as well as a fairly comprehensive scheme of medical benefits for the family will amount to $24,836,000, and without the benefit to the family, $17,332,000. On an assumption of $6.00 per capita for medical aid the total would be $28,780,000 including the family, and $19,322,000 not including the family. These figures must not be quoted without many qualifications. The total amount will evidently vary substantially under the influence of the following factors: First — "Whether all the wageworkers are covered or for any reason certain groups are excluded. Such exclusions are possible for agricul- tural labor, domestic labor, labor engaged in interstate commerce, pro- fessional occupations, etc. Second — ^Whether all the benefits are included or any are left out in the beginning. All together eight different benefits for the insured and four for the members of the family are recognized. Third — Whether the cost of the various benefits will vary from the assumptions made in this computation. Fourth — The effect of variations in cost of medical aid was taken into consideration because it is the biggest factor, but there may be others of similar character. Fifth — How far all the wageworkers covered by the law will keep up the insurance throughout the year. With thesp five factors influencing the final figure of cost thousands of different combinations might be made. It would be almost impossi- ble to make in advance independent computations for all the various combinations that might result, but a general idea as to the cost can be obtained from these figures, and any further combinations may be made from them without very much difficulty. It will be observed that certain assumptions were made uniformily for all the eighteen groups of wage earners, as for instance in regard to mortality, marital conditions, etc. Undoubtedly the criticism would be justified that there are substantial variations in these conditions between one group and the other, but for the purpose of preliminary estimate such refinement did not appear necessary. On the whole the table presents a general idea as to the total cost of insuring each one of these groups. While it did not seem necessary to account for all possible variations there seems to be a general agreement that, certain benefits are essential and others somewhat less so. There may be some doubt about a dental benefit, or the additional benefit for tuberculosis, and there is also a general desire to ascertain the additional cost which insurance of the 326 REPORT OF SOCIAL INSURANCE COMMISSION. family will necessitate. The various eompi-itations were made on the following hypotheses: {a) All benefits, including those of the family. (6) All benefits, including those for the family, but no dental benefit to the insured. (c) All benefits, including those for the family, but no additional tional tuberculosis benefit to the insured. {d) All benefits, including those for the family, exclusive of both the dental and tuberculosis benefit to the insured. (e) All benefits to the insured but none to the family. (/) All benefits to the insured except dental, and none to the family. {g) All benefits to the insured except additional tuberculosis benefit, and none to the family. {h) All benefits to the insured except tuberculosis and dental benefits, and none to the family. Computations were made for all these eight combinations, and both the assumption of $4.00 and the assumption of $6.00 per capita for medical aid, were used. The various combinations present a variation from $14,651,000 to $28,780,000. (Table II.) In this table, as well as in all others, the figures are given separately for the four large occupational groups. Table III indicates the average net cost per member per annum. Using as a basis both the $4.00 assumption and the $6.00 assumption, there was a fluctuation between $14.72 and $28.92 per member for the eight different combinations. These general averages are appli- cable when all the wage groups together are taken. Because of wage and other fluctuations the averages differ somewhat between one occu- pational group and others. Great care should be taken in accepting these averages as indications of actual rates to be quoted, for as shown elsewhere, these rates should be made a factor of wages and not a uniform amount for each wage earner. Table IV gives the same data of net cost per week, obtained by a simple arithmetical division of figures in Table III by 52. The indicated variations are between 28 cents and 56 cents per week. It is necessary to remember in connection with this table that it contains no loading for expenses, and that in order to produce full coverage for the year amounts would require fifty-two payments throughout the year, Table V presents the same data of net cost (without any loading) in percentage of wages.. Taking all the occupational groups together the fluctuation is between 1.64 per cent and 3.23 per cent, depending upon the benefit included and the cost of the same. Limiting our- selves to the figures, of an assumed medical cost of $4.00 per capita. REPORT OF SOCIAL INSURANCE COMMISSION. 327 the fluctuation is between 1.64 and 2.79. Considerable fluctuation may be observed in this percentage cost between different occupa- tional groups. It is evident that since only the ease benefits are in psroportion to wages and all the medical and other services are flat charges, that the cost in percentage of wages will be higher if wages are lower. It follows that the percentage cost for domestic labor and agricultural labor will be higher than for manufacturing, etc. It does not follow that similar differences must be observed when the contributions are computed. The table is not a computation of the probable charges, but only computations of the probable cost. It is obvious that in order to keep the insurance carrier solvent no insurance can be granted without the proper collection of necessary funds. The average weekly cost will only give a week of insurance, and it would be necessary to collect fifty-two weeks' premiums in order to give complete coverage. Manifestly such a rigid rule might play considerable havoc with the original system, as employees are shifting from one employer to another, and as brief periods of unem- ployment may arise even in the ease of the most fortunate wage- workers. In addition to this the problem of insurance during the period of more prolonged uinemployment is also a very serious one. As explained somewhere else, it is necessary to grant some period of extending insurance, for at least two reasons: First — To prevent a lapse of insurance as a result of pure negli- gence on the wageworker's part to meet the weekly cost out of his own fund and on his own initiative as soon as he becomes separated from his employment. Second — To make some provision for those occupations in which more or less prolonged periods of unemployment constitute a normal feature of the occupation. Both results can be achieved by granting the privilege of extended insurance as a percentage relation to the length of paid up insur- ance. While material on distribution of unemployment is very frag- mentary, a study of such data as are available seems to indicate that it is possible to grant an extension of 20 per cent, or one week of insurance for every five weeks of paid up insurance within any one year by a loading of 7^ per cent. Table VI presents the average weekly cost with such f. loading of 7^ per cent for arrears. Table VII shows the effect of the same loading in terms of per- centage of wages. All the computations up to this point have been on a net basis, without any loading for cost of administration. Naturally at is impossible to make a very close estimate of the probable cost of administration. It has been assumed that since the Leipzig Fund 328 EEPOKT OF SOCIAL INSURANCE COMMISSION. runs at a cost of about 8 per cent, that 10 per cent of the gross, repre- senting about 11.1 per cent of the net (l-=-.9=ll.l per cent), will be an ample loading for expenses. The inclusion or exclusion of the family benefit will affect not only the net cost of services rendered and benefits paid, but also the cost of administration. On the other hand it seems safer to assume, in view of the fact that the Leipzig average cost of administration is based upon a very comprehensive service, that the exclusion of one or two benefits, such as the dental and the tuberculosis benefits, will not very, materially reduce the cost of administration. Therefore, the same loading for expenses representing 11.1 per cent of the net cost of all benefits applies, whether the dental or tuberculosis benefits or both be omitted. Moreover if it should appear necessary to increase the cost of medical aid beyond $4.00, that should not in any way affect the cost of the administration. Therefore, the loadings obtained on a basis of $4.00 for medical aid were also used in the computation under the assumption of $6.00 for medical aid. In short, the loading for expenses was assumed to be as follows: Occupational group Loading for expenses Inclusive of family Manufacturing, mining, etc. Oommerce and clerical occupations Professional and public service .^ Domestic and agricultural All occupations $1,386,000 612,000 149,000 613,000 $2,760,000 Exclusive of family $956,000 438,000 113,000 418,000 $1,926,000 From these figures the following tables are derived showing the average cost per annum per capita. (Table VII). The average cost per week per capita (Table IX), and the cost expressed in percentage of wages (Table X) inclusive of the 7^ per cent loading for arrears and 10 per cent loading for administration, are shown in the following pages. Limiting ourselves to the estimate based upon an assumption of $4.00 for medical aid, it appears that the cost for all benefits outlined in this chapter with a loading for arrears covering the cost of an additional week of free insurance for every five weeks of paid up insurance, and with a very liberal estimate for administration, does not exceed three and one-third per cent, and that the cost may be reduced by eliminating some of the benefits. It is extremely significant that all these complicated computaitons simply corroborate the experi- ence of the most efficient funds in Germany for which the cost has been recently running between 3 and 4 per cent. REPORT OF SOCIAL INSURANCE COMMISSION. 329 TABLE I. Computation of the Net Cost of All the Benefits for Each of the Occupational Groups (No Loading for Expenses). Manufacturing Building Mining and transportation Kind of benefit -Manufac- turing, male Manufac- turing, female llinine Transpor- tation Totals Insured persons— 1. Weekly cash $1,600,000 $138,000 18,000 9,000 8,000 100,000 60,000 50,000 25,000 20,000 $1,748,000 $321,000 $1,031,000 2. Maternity: Cash 18,000 9,000 Obstetrical 3. Funeral ______ 135,000' 664,000 332,000 332,000 166,000 339,000 113,000 666,000 278,000 278,000 139,000 284,000 29,000 144,000 72,000 72,000 36,000 73,000 86,000 420,000 210,000 210,000 105,000 214,000 4. Medical __ 5. Hospital 6. Drug ___ 7. Dental . 8. Tuberculosis Totals __ $3,568,000 $195,000 400,000 $418,000 $19,000 35,000 $3,396,000 $213,000 437,000 $747,000 $39,000 80,000 $2,276,000 $126,000 258,000 $10,405,000 $592,000 1,210,000 Deduct— Cash lor hospital days First week's cash__ Total deductions __. $595,000 $2,973,000 $734,000 367,000 133,000 184,000 $64,000 $364,000 $42,000 21,000 8,0Cff $650,000 $2,746,000 $614,000 307,000 111,000 154,000 $119,000 $628,000 $155,009 77,000 28,000 39,000 $384,000 $1,892,000 $464,000 232,000 84,000 117,000 $1,802,000 $8,603,000 $2,009,000 1,004,000 364,000 494,000 Family— i. Medical 2. Hospital i__. 3. Funeral _ 4. Maternity Total family _ __ $1,418,000 $1,391,000 $5,089,000 3,306,000 $71,000 $435,000 $505,000 414,000 $1,186,000 $3,932,000 $4,518,000 8,024,000 $299,000 $927,000 $1,076,000 700,000 $897,000 $2,789,000 $3,231,000 2,102,000 $3,871,000 $12,474,000 $14,419,000 Total cost _ _.. Total cost, it medical $6— With family __ ___ Without family 9,545,000 330 REPORT OF SOCIAL INSURANCE COMMISSION. TABLE I — Continued. Commercial and Clerical Employment. Kind ot benefit Commer- cial. msie Commer- cial, female Clerical, male Clerical, female Totals Insured persons— 1. Weekly cash $1,151,000 $174,000 23,000 10,000 9,003 116,000 58,000 58,000 29,003 23,000 $544,000 $218,000 28,000 12,000 11,000 140,000 70,000 70,000 35,000 28,000 $2,087,000 2. Maternity: Cash 51,000 Obstetric 22,000 86,000 424,000 212,000 212,000 106,000 216,000 46,000 224,000 112,000 112,000 56,000 114,000 152,000 4. Medical 904,000 5. Hospital 452,000 6. Drugs, etc. 452,000 7. Dental 226,000 8. Tuberculosis 381,000 Totals $2,407,000 $140,000 288,000 $500,000 $25,000' 44,000 $1,208,000 $66,000 136,000 $612,000 $30,000 54,000 $4,727,000 Deduct— Cash for hospital days $261,000 522,000 Total deductions $428,000 irl,!>79,00O $468,000 234,000 85,000 118,000 $69,000 $431,000 $48,000 24,000 9,000 $202,000 $1,006,000 $248,000 324,000 45,000 62,000 $84,000 • $628,000 $58,000 29,000 10,000 $788,000 Net cost (insured) $3,944,000 Family — 1. Medical 2. Hospital $822,000 411,000 149,000 180,000 Totals $905,000 $81,000 $479,000 $97,000 $1,562,000 Total cost Total cost of medical $6— With family ._ - $2,884,000 $3,330,000 2,191,000 $512,000 $594,000 489,000 $1,486,000 $1,721,000 1,118,000 $623,000 $724,000 598,000 $5,506,000 $6,369,000 4,396,000 REPORT OF SOCIAL INSURANCE COMMISSION. 331 TABLE I — Continued. Professionar and Public Service. Kind of benefit Insured persons — 1. Weekly benefit 2. Maternity: Cash Obstetrics _-. 3. Funeral — 4. Medical a. Hospital 6. Drugs 7. Dental 8. Tuberculosis __- Totals Deduct — Cash lor hospital days. First week's cash Total deductions Net cost (insured) Family — 1. Medical 2. Hospital 3. Funeral 4. Maternity Total family Total cost __. Total cost of medical S With family Without family Protes- sional, male . Profes- sional, female $182,000 I $271,000 12,000 60,000 30,000 30,000 15,000 31,000 86,000 12,000 8,000 100,000 50,000 50,000 25.000 20,000 $360',000 $22,000 45,000 $67,000 $293,000 2,000 $36,000 68,000 $106,000 $463,000 $66,000 [ $42,000 33,000 1 21,000 12,000 I 8,000 17,000 $128,000 $71,000 $421,000 $494,000 323,000 $537,000 $608,000 516,000 Public service $152,000 11,000 56,000 28,000 28,000 14,000 29,000 $318,000 $19,000 38,000 $67,000 $251,000 $62,000 31,000 11,000 16,000 $120,000 $381,000 $440,000 289,000 $606,000 36,000 12,000 31,000 216,000 108,000 108,000 54,000 80,000 $1,250,000 .$79,000 151,000 $230,000 $1,020,000 $170,000 85,000 31,000 33,000 $319,000 $1,339,000 $1,632,000 1,128,000 332 REPORT OF SOCIAL INSURANCE COMMISSION. TABLE I— Continued. Domestic Service, Agriculture and Miscellaneous. Kind of benefit Domestic, male Domestic, female Agricul- tural, male Agricul- tural, female Miscel- laneous, male Miscel- laneous, female Totals Insured persons— 1. Weekly benefit 2. Maternity: Cash $219,000 $309,000 40,000 19,000 16,000 216,000 108,000 108,000 54,000 43,000 $908,000 $11,000 1,000 1,000 1,000 8,000 4,000 4,000 2.000 4,000 $207,000 $14,000 2,000 1,000 1,000 8,000 4,000 4,000 2,000 4,000 $1,668,000 43,000 Obstetrics 21,000 26,000 128,000 64,000 64,000 32,000 66,000 110,000 540,000 270,000 270,000 1S5,000 140,000 15,000 76,000 38,000 38,000 19,000 89,000 169,000 4. Medical . _,_ 976,000 488,000 6. Drugs — 488,000 7. Dental 244,000 8. Tuberculosis 295,000 Totals $698,000 $27,000 55,000 $913,000 $43,000 77,000 $2,873,000 $111,000 227,000 $36,000 $2,000 3,000 $432,000 $25,000 52.000 $40,000 $2,000 3,000 $4,392,000 Deduct— Cash lor hospital— First week's cash $210,000 417,000 Total deductions Net cash (insured) Family— 1. Medical . $82,000 $616,000 $142,000 71,000 26,000 36,000 $120,000 $793,000 $SO,000 46,000 16,000 $338,000 $2,035,000 $596,000 298,000 108,000 150,000 $6,000 $31,000 $3,000 2,000 1,000 $77',000 $355,000 $84,000 42,000 15,000 21,000 $5,000 $35,000 $3,000 2,000 1,000 $627,000 $3,765,000 $918,000 460,000 3. Funeral 167,000 207,000 Total (lamily).. $275,000 $161,000 $1,162,000 $6,000 $162,000 $6,000 $1,762,000 Total cost Total cost (medical $8) : With family Without family $791,000 $925,000 580.000 $044,000 $1,097,000 901,000 $3,187,000 $3,754,000 2,305.000 $37,000 S42,000 35,000 $517,000 $597,000 393,000 $41,000 $46,000 89,000 $5,517,000 $6,460,000 4,253,000 REPORT OP SOCIAL INSURANCE COMMISSION. TABLE I— Continued. 3;« Kind of benefit Manufac- turing, building, mining. transpot- tation Com- mercial, clerical Profes- sional, public service Domestic, agricultural, miscel- laneous Insured persons— 1. Weekly benefit 2. Maternity: Oa«h Obstetrics 3. Funeral 4. Medical 5. Hospital 6. Drugs 7. Dental 8. Tuberculosis — Totals Deduct— Cost lor hospital. First week's cash- Total deduction Net (insured) Family — 1. Medical __. 2. Hospital . 3. Funeral __. 4. Maternity Totals (iamily) Total cost - Cost (Medical $6)— With Iamily Without family . $4,838,000 18,C00 9,000 371,000 1,886,000 942,000 942,000 471,000 93,000 $10,405,000 $.>i92,0CO 1,210,000 $1,802,000 $8,603,000 $2,009,000 1,004,000 364,000 494,000 $2,087,000 51,000 22,000 162,000 904,000 462,000 452,000 226,000 381,000 $4,727,000 $261,000 622,CC0 $3,871,000 $783,000 $3,944,000 $822,000 411,000 149,000 180,000 $605,000 36,000 12,000 31,000 216,000 108,000 108,000 54,000 80,000 $1,260,000 $79,000 151,000 $1,662,000 .$12,474,000 ' $.5,r,C6,0OO $14,419,000 ' $6,369,000 9,647,000 1 4,396,000 $230,000 fl,020,000 $170,000 85,000 31,000 33,000 $1,668,000 43,000 21,000 169,000 976,000 488,000 488,000 244,000 295,000 $4,392,000 $210,000 417,000 $319,000 L,3S9,00O $627,000 P3,765,000 $918,000 460,000 167,000 207,000 $9,198,000 148,000 61,000 723,000 3,980,000 1,990,000 1,990,000 995,000 1,686,000 $20,774,000 $1,142,000 2,300,000 $1,532,000 1,128,000 $1,762,000 $5,517,000 $6,460,000 4,253,000 $3,442,000 $17,332,000 $3,919,000 1,950,000 711,000 914,000 $7,504,000 $24,836,000 $28,780,000 19,322,000 334 REPORT OP SOCIAL INSURANCE COMMISSION. TABLE II. Net Cost of Insurance Under Various Assumptions. Kind of benefit Mahfe., mining, building, transp. Commercial, clerical Professional and public seiTice Domestic and . agricultural AH groups Medical at $8— Inclusive ol family: All benefits $14,419,000 13,948,000 13,489,000 13,018,000 9,545,000 9,074,000 8,615,000 8,144.000 $14,419 000 12,003,000 11,544,000 11,073,000 8,603,000 8,132,000 7,673,000 7,202,000 $6,369,000 6,143,000 5,988,000 5,762,000 4,396,000 4,170,000 4,015,000 3,789,000 $6,369,000 5,280,000 5,125,000 4,899,000 3,944,000 3,718,000 3,563,000 3,337,000 $1,632,000 1,478,000 1,452,000 1,398,000 1,128,000 1,074,000 1,048,000 994,000 $1,532,000 1,285,000 1,259,000 1,205,000 1,020,000 966,000 940,000 886,000 $6,460,000 6,216,000 6,185,000 5,941,000 4,253,000 4,009,000 3,968,000 3,714,000 $6,460,000 5,273,000 5,222,000 4,978,000 3,766,000 3,521,000 3,470,000 3,226,000 $28,780,000 No dental . No tuberculosis 27,785,000 27,114,000 26,119,000 Exclusive ol family: All benefits _ .--- 19,322,000 No dental 18,327,000 No tuberculosis 17,636,000 No dental or tuberculosis ~ 16,641,000 Medical at $4^ Inclusive of family: All benefits — - $28,780,000 23,841,000 No tuberculosis 23.150,000 22,155,000 Exclusive of family: All benefits _ 17,332,000 No dental _ No tuberculosis - 16,337,000 15,646,000 No dental or tuberculosis 14,651,000 TABLE \\\. Net Cost Per Annum Per Member. Kind of benefit Manfg., mining, building, transp. Commercial, clerical Professional and public service Domestic and agri- cultural All groups Medical aid at $6— Inclusive of family: $.30 61 29 61 28 64 27 64 20 23 •19 26 24 51 17 29 26 48 25 48 24 51 23 51 18 28 17 28 16 29 15 29 $28 18 27 18 26 50 25 50 ]0 45 18 45 22 69 16 77 24 36 23 36 22 69 21 69 17 45 16 45 15 77 14 77 $28 37 27 37 26 89 25 89 20 89 19 89 23 28 18 41 24 80 23 80 23 28 22 28 18 89 17 89 17 41 16 41 $26 48 2.3 48 25 35 24 33 17 43 16 43 21 40 IB 22 22 61 21 61 21 40 20 40 15 43 14 43 14 22 13 22 $28 92 27 92 No tuberculosis 27 25 No dental or tuberculosis 26 25 Exclusive of family: All benefits 19 42 No dental 18 42 23 27 16 72 Medical at $4— Inclusive of family: All benefits 24 96 No dental -_ - 23 96 22 27 Exclusive of family: All benefits — — „ .. 17 42 No dental 16 42 REPORT OF SOCIAL INSURANCE COMMISSION. 335 TABLE IV. Net Co st Per Week (No Loading for Arrears). Kind of benefit Medical aid $6— Inclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis Exclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis Medical at $1— Inclusive of family: AU benefits No dental No tuberculosis No dental or tuberculosis Exclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis TABLE V. Net Cost of Insurance in Per Cent of Wages (No Loading). Kind of benefit Manf K. . mining, bull dins. transD. (per cent) Medical cost at $6— Inclusive of family: All benefits No dental - No tuberculosis No dental or tuberculosis Exclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis Medical cost at $J — Inclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis Exclusive of family: All benefits - No dental - No tuberculosis No dental or tuberculosis 2.99 2.89 2.80 2.70 1.98 1.88 1.79 1.69 2.59 2.49 2.40 2.30 1.79 1.69 1.59 1.49 Commercial, clerical (per cent) 3.02 2.90 2.21 2.10 2.02 1.91 2.VV 2.66 2.59 2.47 1.99 1.87 1.79 1.68 Professional and public service {per cent) 2.65 2.56 2.51 2.42 1.95 1.86 1.81 1.72 Domestic and afiri- cultural (per cent). 4.2:! 4.07 4.05 2.78 2.62 2.59 2.43 2.31 3.61 2.79 2.22 3.45 2.68 2.18 3.42 2.60 2.08 3.26 2.49 1.76 2.47 1.94 1.67 2.30 1.83 1.62 2.27 1.76 1.53 2.11 1.64 All groups 3.12 3.04 2.93 2.17 2.06 1.99 1.87 336 REPORT OP SOCIAL INSURANCE COMMISSION. TABLE VI. Net Cost Per Week, With 7.5 Per Cent Loading for Arrears. Kind of benefit MantK., mlnlnfii buildluR, transp. Commercial, clerical Professional and public service Domestic and agri- cultural AU groups Medical at $6— Inelusive oj family: All benefits . _. ._ $0,633 .613 .592 .572 .419 .398 .378 .360 .547 .527 .507 .486 .378 .357 .336 .316 $0,583 .562 .648 .527 .402 .382 .368 .347 .503 .483 .469 .448 .381 .340 .326 .305 $o.6sr .565 .556 .539 .432 .412 .401 .381 .513 .492 .481 .460 .390 .370 .360 .340 $0,547 .627 .625 .503 .360 .340 .336 .315 .468 .447 .443 .421 .320 .239 .298 .273 $0,698 No dental .577 No tuberculosis .563 No dental or tuberculosis Exclusive of family: All benefits .543 .401 No dental __ „ .381 No tuberculosis No dental or tuberculosis Medical at $4^ Inclusive of family: All benefits .367 .346 .616 No dental .496 .481 No dental or tuberculosis .464 Exclusive of family: AU benefits — .360 No dental .340 .325 No dental or tuberculosis. .304 TABLE VJI. Net Cost of Insurance in Percentage of Wages With Loading of 7.5 Per Cent for a 20 Per Cent Arrear Provision. Kind of benefit Manfs.. mininiJ;. building. transp. (per cent) Commercial. clerical (per cent) Professional and public service (pec cent) Domestic and agri- cultural {per cent) AU groups Medical cost at $6— Inclusive of family: All benefits No dental .. ... 3.21 3.11 3.01 2.90 2.13 2.02 1.92 1.82 2.78 2.68 2.58 2.47 1.92 1.82 1.71 1.60 3.46 3.32 3.26 3.12 2.38 2.26 2.17 2.05 2.98 2.86 2.78 2.66 2.14 2.01 1.92 1.81 2.85 2.76 2.70 2.60 2.10 2.00 1.95 1.85 2.48 2.39 2.34 2.24 1.89 1.80 1.74 1.64 4.56 4.38 4.35 4.18 2.99 2.82 2.78 2.61 3.88 3.71 3.68 3.50 2.66 2.47 2.44 2.27 3:47 3.35 3.27 3.15 2.33 2.21 2.14 1.99 3.00 2.88 2.80 2.68 2.09 1.97 1.89 1.76 No tuberculosis Exclusive of family: All benefits No dental No tuberculosis . No dental or tuberculosis Medical cost at $4— Inclusive of family: All benefits .. No dental No dental or tuberculosis Exclusive of family: All benefits No dental No tuberculosis REPORT OF SOCIAL INSURANCE COMMISSION. 337 TABLE VIII. Total Cost With Loading for Administration. Kind of benefit MaiifK.. minluG, buildiriK. transD. Commercial, clerical Professional and public sei-vice Domestic and aarl- culturaJ All groups Medical cost at $6— Inclusive of family: All benefits No dental No tuberculosis $15,805,000 15,334,000 14,875,000 14,404,000 10,501,000 10,030,000 9,571,000 9,100,000 13,860,000 13,389,000 12,930,000 12,459,000 9,559,000 9,088,000 8,629,000 8,158,000 $6,981,000 6,755,000 6,600,000 6,374,000 4,834,000 4,608,000 4,453,000 4,227,000 6,118,000 5,892,000 5,737,000 5,511,000 4,382,000 4,156,000 4,001,000 3,776,000 $1,681,000 1,627,000 1,601,000 1,547,000 1,241,000 1,187,000 1,161,000 1,107,000 1,488,000 1,434,000 1,408,000 1,354,000 1,133,000 1,079,000 1,053,000 999,000 $7,073,000 6,829,000 6,798,000 6,554,000 4,671,000 4,427,000 4,376,000 4,132,000 6,130,000 5,886,000 5,835,000 6,591,000 4,183,000 3,939,000 3,888,000 3,644,000 $31,540,000 30,545,000 29,874,000 28,879,000 21,248,000 20,253,000 19,562,000 18,667,000 27,696,000 26,601,000 25,910,000 24,915,000 19,268,000 18,263,000 17,572,000 16,577,000 No dental' or tuberculosis Exclusive of family: All benefits No dental No tuberculosis Medical cost at $4— Inclusive of family: All benefits — No dental No tuberculosis Exclusive of family: All benefits .... No dental - -~ «.^ No tuberculosis .. TABLE IX. Cost Per Annum With Loading for AdministratioR. Kind of benefit Manf (J. . mlniofc, bulldiuK, transn. Commercial, clerical Professional and public service Domestic and agri- cultural All groups Medical at $6— Inclusive of family: All benefits No dental No tuberculosis ... No dental or tuberculosis Exclusive of family: Ail benefits No dental No tuberculosis No dental or tuberculosis Medical cost at $4— Inclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis Exclusive of family: All benefits No dental No tuberculosis No dental or tuberculosis $33 55 32 55 31 58 30 58 22 29 21 28 20 32 19 32 29 42 28 42 27 46 26 45 20 31 19 31 18 32 17 32 29 89 29 21 28 21 21 39 20 39 20 71 19 71 27 07 26 07 25 40 24 40 19 39 18 39 17 n 16 71 $31 13 30 13 29 65 29 65 22 99 21 99 21 51 20 51 27 66 26 56 26 04 25 04 20 99 19 99 19 61 18 51 27 99 27 86 19 14 18 14 17 93 16 93 25 12 24 12 23 91 22 91 17 14 16 14 15 93 15 93 $31 69 30 69 30 02 29 02 21 36 20 36 19 66 18 66 27 73 26 73 26 04 26 04 19 36 18 36 17 66 16 66 22—27626 338 REPORT OF SOCIAL INSURANCE COMMISSION. TABLE X. Cost Per Week, With 7.5 Per Cent Loading for Arrears and Loading for Administration. Kind of benefit ManfK.. mininR. buildinK. transp. Commercial, clerical Professional and public Domestic and aKri- cultural •All groups Medical at $8— Inclusive of family: All benefits $0,691 .674 .653 .633 .461 .440 .420 .402 .608 .588 .668 .547 .420 .399 .378 .358 $0,639 .618 .604 .583 .442 .422 .408 .387 .559 .539 .525 .604 .401 .380 .366 .345 $0,644 .622 .613 .592 .475 .466 .444 .424 .570 .649 .538 .517 .433 .413 .403 .383 $0,599 .579 .577 .555 .396 .376 .371 .351 .520 .499 .495 .473 .356 .335 .334 .319 $0,665 .634 No tuberculosis .620 No tuberculosis or dental Exclusive of family: AU benefits .600 .441 No dental .421 .407 .386 Medical at $4— Inclusive of family: All benefits .573 No dental No tuberculosis No dental or tuberculosis .563 .638 .521 Exclusive of famUy: All benefits .400 No dental .380 «366 No dental or tuberculosis .344 Cost in Per Cent of Wages, TABLE XI. With 7.5 Per Cent Loading for Arrears, and 10 Per Cent for Administration. Kind of benefit Manfff., minins. buildinK. transu. (per cent) Commercial, clerical (per cent) Professional and public service (per cent) Domestic and aKri- cultural (per cent) All groups Medical at $6— Inclusive of family: AU benefits No dental . No tuberculosis No dental or tuberculosis .. . Exclusive of family: All benefits No dental . 3.52 3.42 3.32 g.21 2.84 2.23 2.13 2.03 3.09 2.99 2.89 2.78 2.13 2.03 1.92 1.81 3.78 3.65 3.58 3.45 2.62 2.50 2.41 2.29 3.31 2.19 2.11 1.99 2.38 2.25 2.16 2.05 3.13 3.03 2.98 2.88 2.31 2.21 2.16 2.06 2.76 2.67 2.62 2.62 2.10 2.01 1.95 1.85 4.98 4.81 4.78 4.61 3.29 3.12 3.08 2.91 4.31 4.14 4.11 4.93 2.96 2.77 2.74 2.57 3.80 3.68 3.60 3.48 2.56 2.44 2.37 2.22 3.33 3.21 3.13 3.01 2.32 2.20 2.12 1.99 No tuberculosis No dental or tuberculosis Medical at $4— Inclusive of family: AU benefits No dental _ No tuberculosis . No dental or tuberculosis - Exclusive of family: All benefits No dental No tuberculosis _ No dental or tuberculosis REPOET OP SOCIAL INSURANCE COMMISSION. 339 Cost of Various Benefits. Kind of benefit Annual cost per capita WeeUIy cost WeeMy cost, with 7.5 load- ing f or extended Insurance Cost In per cent of wages (no load- InB) Cost in per cent of wages. with load- ing 7.5 per cent Weekly benefit . Maternity: Cash Obstetrics Funeral Medical Hospital Drugs Dental Tuberculosis .. Totals Deduct— Cost lor hospital- First week's cash— . Total deductions Family- Medical Hospital Funeral Maternity $9,198,000 148,000 64,000 723,000 3,980,000 1,990,000 1,990,000 995,000 1,686,000 $20,774,000 $1,142,000 2,300,000 $3,442,000 $3,919,000 1,960,000 711,000 914,000 Totals (lamily) Grand totals Administrative loading- Insured Family Grand total cost- $7,504,000 ^4,836,000 $1,926,000 834,000 $27,596,000 $9,244 .149 .064 .727 4.000 2.000 2.000 l.flOO 1.695 $20,878 $1,148 2.311 $3,459 1.970 .715 .919 $0,178 .003 .001 .014 .077 .019 .033 $0,022 .044 $1,936 $27,736 $0,067 $0,076 .038 .014 .018 $0,191 .003 .001 .015 .063 .041 .041 $0,432 $0,024 .047 $0,145 $0,480 ).087 .016 $0,533 $0,072 .041 .015 .019 $0,040 .017 $0,673 1.03 .02 .01 .08 .46 .22 .22 .11 .19 2.33 .39 .44 .OS .10 2.79 .22 1.11 .02 .01 .24 .24 .12 .20 2.51 .14 .27 .48 .24 .11 .91 2.99 .10 Cornell University Library HD 7123.C3 Report of the Social insurance commissio 3 1924 002 336 661 '.'li'^H *Im t? X*' ■ . • M^i • - I ■- • «n f '*- 'if* I ' * ,1 .1 . V ■ • «r*i.'' f iiii ■ tj:',*