Health and Medical Care Archive

This study is maintained and distributed by the Health and Medical Care Archive (HMCA). HMCA is the official data archive of the Robert Wood Johnson Foundation.

National Evaluation Database for the Partnership for Long-Term Care (PLTC) [California, Connecticut, and Indiana], 1992-1998 (ICPSR 2844)

Principal Investigator(s): McCall, Nelda, Laguna Research Associates; Korb, Jodi, Laguna Research Associates


These data were collected to evaluate the Partnership for Long-Term Care (PLTC), a project in which the Robert Wood Johnson Foundation awarded grants to four states -- California, Connecticut, Indiana, and New York -- to work with private insurers to create long-term care insurance policies that were more affordable and provided better protection against impoverishment than those generally available. PLTC policies combine private long-term care insurance with special Medicaid eligibility standards that protect assets of the insured once private insurance benefits are exhausted. This collection was extracted from a database compiled from data submitted by three of the PLTC states: California, Connecticut, and Indiana (New York refused participation). It comprises seven parts, which can be linked together using common identifying variables. Part 1, Insured, describes the characteristics of each issued policy and includes variables covering the effective policy date, policy type, elimination periods, maximum benefits, inflation protection mode, and annualized premium, as well as the year of birth, sex, marital status, and state of residence of the insured. Each insured person is represented by one or more records: one record for the initial PLTC policy, plus a separate record for each change to the policy, if any. Part 2, Changes, consists of policy change records used to update the policies in Part 1. Assessments for benefits are recorded in Part 3. This file includes variables on the assessment date, whether the insured met policy criteria at the time of the assessment, disability date, deficiencies in activities of daily living, and MSQ and Folstein test scores. Parts 4-6 describe service payments and utilization: reporting period (quarter), type of service received by the insured, service amount billed, days of service rendered, and amount of remaining benefits (dollars and days). Part 7 contains information on persons denied application to PLTC policies, including date of denial, type and amount of coverage sought, reason for denial, and the sex, year of birth, and marital status of the applicant.

Access Notes

  • One or more files in this data collection have special restrictions ; consult the restrictions note to learn more. You can apply online for access to the restricted-use data. A login is required to apply.

    As explained in the ICPSR Processing Note in the codebook, some variables are restricted from general dissemination for reasons of confidentiality. Users interested in obtaining these data must complete an Agreement for the Use of Confidential Data, specify the reasons for the request, and obtain IRB approval or notice of exemption for their research. Apply for access to these data through the ICPSR restricted data contract portal, which can be accessed via the study home page.

    Any public-use data files in this collection are available for access by the general public. Access does not require affiliation with an ICPSR member institution.


DS0:  Study-Level Files
DS1:  Insured - Download All Files (22.549 MB)
DS2:  Changes - Download All Files (8.551 MB)
DS3:  Assessments - Download All Files (0.39 MB)
DS4:  Service Payments Through Quarter 1, 1998 - Download All Files (0.451 MB)
DS5:  Service Utilization Through Quarter 1, 1998 - Download All Files (0.785 MB)
DS6:  Service Payments and Utilization, Quarters 2-4, 1998 - Download All Files (0.562 MB)
DS7:  Persons Denied Application - Download All Files (0.687 MB)

Study Description


McCall, Nelda, and Jodi Korb. National Evaluation Database for the Partnership for Long-Term Care (PLTC) [California, Connecticut, and Indiana], 1992-1998. ICPSR02844-v1. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 2000.

Persistent URL:

Export Citation:

  • RIS (generic format for RefWorks, EndNote, etc.)
  • EndNote XML (EndNote X4.0.1 or higher)


This study was funded by:

  • Robert Wood Johnson Foundation (PC282 and PC31571)

Scope of Study

Subject Terms:    health insurance, health services utilization, insurance coverage, insurance payments, long term care, long term care insurance, Medicaid

Geographic Coverage:    California, Connecticut, Indiana, United States

Time Period:   

  • 1992--1998

Date of Collection:   

  • 1992--1998

Universe:    Individuals who purchased or attempted to purchase a PLTC policy in California, Connecticut, and Indiana.

Data Type(s):    administrative records data

Data Collection Notes:

The SAS transport files were created by the SAS CPORT procedure.

The data maps are provided as ASCII text files and the codebook is provided as a Portable Document Format (PDF) file.


Data Source:

program data collected by states from PLTC insurers.

Extent of Processing:   ICPSR data undergo a confidentiality review and are altered when necessary to limit the risk of disclosure. ICPSR also routinely creates ready-to-go data files along with setups in the major statistical software formats as well as standard codebooks to accompany the data. In addition to these procedures, ICPSR performed the following processing steps for this data collection:

  • Checked for undocumented or out-of-range codes.


Original ICPSR Release:   2000-08-28

Version History:

  • 2006-03-30 File CB2844.ALL.PDF was removed from any previous datasets and flagged as a study-level file, so that it will accompany all downloads.

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