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On the Historical Roots of the Modern Welfare State: The Knappschaft Statistics of 1861 to 1920 as a Source for Quantitative Historical Social Research

2013/01/01 by Tobias A. Jopp, Jopp, Tobias A.
Economics, Econometrics and Finance · Social Sciences · #19. Jahrhundert #1918-33) #Bavaria #Bayern #Bismarck #Deutsches Reich #European history and politics #German Reich #Historical Economic and Social Studies #Knappschaft #Krankenversicherung #Methode #O. #Pension #Preußen #Prussia #Sachsen #Saxony #Social Policy and Reform Studies #Sozialforschung #Sozialversicherung #Statistik #Weimar Republic (Germany #Weimarer Republik #Wohlfahrtsstaat #amtliche Statistik #health insurance #historical development #historical social research #historische Entwicklung #historische Sozialforschung #method #miners' guild #nineteenth century #official statistics #qualitative Methode #qualitative method #retirement pension #social insurance #social research #social security #soziale Sicherung #statistics #welfare state

paper · pdf · doi:10.12759/hsr.38.2013.1.311-338

openalex publication_date 2013/01/01 · openalex created_date 2025/10/10 · openalex updated_date 2026/07/28

Abstract

This article introduces the Knappschaft statistics as a basic source for quantitative data on a very important topic in historical social research, namely the rise of the welfare state. Scholars who seek to embark upon historical social research in that direction require both qualitative and quantitative data. Exploring data sources and making data available for general use thus is crucial to systematic research and scholarly discourse. For the period 1861 to 1920, the Knappschaft statistics document the operation of the various German Knappschaftsvereine as the carriers of miners' occupational social insurance at the time. Data on the various Knappschaften are quite rich enabling us to use them as a 'historical laboratory' not merely to study the welfare positions of and social relations in a particular societal class in a particular period, but to explore more general questions related to the roots of modern welfare states, their functioning, and the challenges they face. To stress this point, the author combines the concise overview of the Knappschaft statistics with a straightforward application to the question of the consequences of aging in a pay-as-you-go pension system.

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