58  Social Assistance and Social Insurance

This chapter takes the two main modes of social-security provision — social insurance (contributory, work-based) and social assistance (non-contributory, often means-tested) — and walks through India’s principal schemes under each.

58.1 Social Insurance vs Social Assistance

TipSocial Insurance vs Social Assistance
Dimension Social Insurance Social Assistance
Funding Contributions from worker, employer, state General taxation
Eligibility Membership through contribution Need-based, often means-tested
Beneficiaries Workers and dependants Citizens or residents in need
Benefit Linked to contributions Flat or means-tested
Administration Specialised institutions (ESIC, EPFO) Government agencies
Examples in India EPF, ESI, EPS, Gratuity NSAP, PDS, MGNREGA, NFSA

The two modes are complementary. Social insurance covers workers in formal employment; social assistance reaches the rest. Modern systems blend the two.

58.2 Social Insurance Schemes in India

58.2.1 Employees’ State Insurance Act, 1948

The flagship social-insurance scheme. ESI provides medical, sickness, maternity, employment-injury, dependants’, funeral and unemployment benefits to insured workers.

TipESI Scheme — Key Features
Feature Provision
Coverage Establishments with 10+ workers earning up to ₹21,000/month (₹25,000 for persons with disability)
Contribution Employer 3.25% + Employee 0.75% = 4% of wages (revised 2019 from 6.5%)
Administered by Employees’ State Insurance Corporation (ESIC)
Benefits Medical, sickness (70% wages for 91 days), extended sickness (long-term illness), enhanced sickness (sterilisation), maternity (26 weeks at 100% wages), employment injury (90% wages while disabled), permanent / temporary disablement, dependants’ benefit, funeral expense (₹15,000), confinement expense, vocational rehabilitation, unemployment under RGSKY/ABVKY

ESIC operates a network of dispensaries, hospitals and panel doctors providing primary, secondary and (in tertiary cases) referred care.

58.2.2 Employees’ Provident Fund (EPF) — Three Schemes

Covered in detail in chapter 52. Three schemes — EPF (1952), EPS (1995), EDLI (1976).

58.2.3 Employees’ Compensation Act, 1923

Earlier called the Workmen’s Compensation Act. Provides compensation for employment injury (accidents and occupational diseases).

TipEmployees’ Compensation Act — Key Features
Feature Provision
Coverage Workers not covered by ESI; railway servants; plantation workers; etc.
Conditions for compensation Personal injury caused by accident arising out of and in the course of employment
Defences excluded Doctrine of common employment, contributory negligence, assumption of risk — all abolished
Compensation amount Function of monthly wages, age (factor in Schedule IV), and degree of disablement
Forum Commissioner for Employees’ Compensation

Three classical employer defences (common employment, contributory negligence, voluntary assumption of risk) were abolished by the Act — placing strict liability on the employer.

58.2.4 Maternity Benefit Act, 1961

Provides paid leave and benefits to women workers for childbirth.

TipMaternity Benefit Act — Key Features
Feature Provision
Coverage All establishments with 10+ workers (excluded for ESI-covered women)
Eligibility Worked at least 80 days in 12 months preceding the expected delivery
Maternity leave 26 weeks (raised from 12 in 2017); 12 weeks for third and subsequent children
Adopting / commissioning mothers 12 weeks
Crèche Mandatory in establishments with 50+ workers (raised from 30)
Nursing breaks 2 nursing breaks during work hours up to child’s age of 15 months
Work from home Permitted post-maternity leave by mutual agreement
Wages 100% of average daily wage

The 2017 amendment more than doubled maternity leave — a major progressive change in Indian social insurance.

58.2.5 Payment of Gratuity Act, 1972

Covered in chapter 51.

58.3 Social Assistance Programmes in India

India operates a wide social-assistance architecture funded by general taxation.

58.3.1 National Social Assistance Programme (NSAP)

Launched 1995. Covers three pension schemes for below-poverty-line beneficiaries:

TipNSAP Schemes
Scheme Beneficiaries Pension
Indira Gandhi National Old Age Pension Scheme (IGNOAPS) BPL elderly 60+ ₹200/month (60-79); ₹500/month (80+); states often top up
Indira Gandhi National Widow Pension Scheme (IGNWPS) BPL widows 40-79 ₹300/month
Indira Gandhi National Disability Pension Scheme (IGNDPS) BPL persons with severe disability 18-79 ₹300/month
National Family Benefit Scheme (NFBS) BPL family on death of breadwinner ₹20,000 lump-sum
Annapurna Scheme Elderly not covered by IGNOAPS 10 kg of food grain free

58.3.2 Mahatma Gandhi National Rural Employment Guarantee Act (MGNREGA), 2005

A landmark social-assistance programme. Guarantees 100 days of unskilled wage employment per rural household per year. Currently the world’s largest employment-guarantee programme.

TipMGNREGA — Key Features
Feature Provision
Coverage Rural households with adult members willing to do unskilled manual work
Guarantee 100 days per household per year
Wage State-notified MGNREGA wage; updated annually with CPI-AL
Demand-driven Work to be provided within 15 days; otherwise unemployment allowance
Worksite facilities Drinking water, shade, first-aid, crèche if 5+ children
Asset creation Productive assets — water conservation, irrigation, rural connectivity

MGNREGA combines social assistance (income support) with productive asset creation. Critical role during COVID-19 reverse migration.

58.3.3 National Food Security Act (NFSA), 2013

Right-based food assistance to ~67% of the population (75% rural, 50% urban).

TipNFSA — Key Features
Beneficiary Entitlement
Priority Households 5 kg food grain per person per month at ₹3 (rice), ₹2 (wheat), ₹1 (coarse grain)
Antyodaya Anna Yojana families 35 kg per family per month
Pregnant and lactating mothers Cash maternity benefit; meals through ICDS
Children 6 months to 14 years Hot cooked meals through Anganwadis and Mid-Day Meal Scheme

58.3.4 Pradhan Mantri Jan Arogya Yojana (PM-JAY) / Ayushman Bharat

Health-assurance scheme — world’s largest publicly-funded health insurance. Coverage: ₹5 lakh per family per year for secondary and tertiary hospitalisation; ~50 crore beneficiaries from poor and vulnerable families.

58.3.5 Pradhan Mantri Shram Yogi Maan-Dhan (PM-SYM), 2019

Voluntary, contributory pension scheme for unorganised workers earning below ₹15,000/month. Worker contributes ₹55 to ₹200 per month (matched by government); pension of ₹3,000 per month from age 60.

58.3.6 Atal Pension Yojana (APY), 2015

Voluntary contributory pension for citizens 18-40. Pension of ₹1,000 to ₹5,000 per month from age 60.

58.3.7 eShram

National database of unorganised workers — over 30 crore registrations by 2024. Foundation for portable benefits, targeted welfare and policy planning.

58.4 Hybrid Schemes — Insurance + Assistance

Modern Indian schemes increasingly blend the two modes.

TipHybrid Insurance + Assistance Schemes
Scheme Hybrid features
PM-SYM Worker contribution + government match
APY Worker contribution; guaranteed pension
ESIC’s Atal Bimit Vyakti Kalyan Yojana (ABVKY) Insurance-funded unemployment benefit
Building & Other Construction Workers Welfare Cess (insurance-like) + welfare delivery (assistance-like)
BOCW Welfare Schemes Pension, education, medical from cess fund

58.5 Sustainable Development Goals and Social Security

The UN Sustainable Development Goals frame social-security goals globally:

  • SDG 1.3: Implement nationally appropriate social-protection systems and measures for all, including floors.
  • SDG 8.5: Achieve full and productive employment and decent work for all.
  • SDG 10.4: Adopt policies, especially fiscal, wage and social protection, to progressively achieve greater equality.

58.6 Critique and Challenges

TipChallenges of Indian Social Security
Challenge Effect
Coverage gap ~80% of workers still inadequately covered
Fragmentation Multiple schemes with overlapping eligibility
Targeting errors Inclusion (non-poor benefiting) and exclusion (poor missing) errors
Benefit adequacy Pension levels often below subsistence
Portability Inter-state portability still being built
Awareness Many beneficiaries unaware of entitlements
Last-mile delivery Banking access, biometric authentication failures

The Code on Social Security, 2020 attempts to address several of these — particularly fragmentation and the unorganised-sector gap.

58.7 Practice Questions

Eight questions to test the chapter. Each card hides the answer — click Show answer to reveal it.
Q1 Social insurance differs from social assistance
Social insurance differs from social assistance primarily in that social insurance is:
AContributory and work-based
BMeans-tested
CFunded entirely by general taxation
DTargeted at the poor only
Show answer
Correct answer
A. Contributory and work-based
Q2 ESI Act, 1948 covers establishments with
ESI Act, 1948 covers establishments with how many workers?
A5
B10
C20
D100
Show answer
Correct answer
B. 10
Q3 ESI contribution post-2019 is
ESI contribution post-2019 is:
AEmployer 4.75% + Employee 1.75%
BEmployer 3.25% + Employee 0.75%
CEmployer 6% + Employee 2%
DEqual — both 5%
Show answer
Correct answer
B. Employer 3.25% + Employee 0.75%
Q4 Maternity leave under the 2017-amended Maternity
Maternity leave under the 2017-amended Maternity Benefit Act:
A12 weeks
B16 weeks
C26 weeks for first two children
D52 weeks
Show answer
Correct answer
C. 26 weeks for first two children
Q5 MGNREGA guarantees per rural household per
MGNREGA guarantees per rural household per year:
A50 days
B75 days
C100 days of unskilled wage employment
D150 days
Show answer
Correct answer
C. 100 days of unskilled wage employment
Q6 PM-JAY (Ayushman Bharat) covers per family
PM-JAY (Ayushman Bharat) covers per family per year:
A₹1 lakh
B₹3 lakh
C₹5 lakh
D₹10 lakh
Show answer
Correct answer
C. ₹5 lakh
Q7 NSAP includes which of the following
NSAP includes which of the following?
AIGNOAPS only
BIGNWPS only
CIGNOAPS, IGNWPS, IGNDPS, NFBS, Annapurna
DOnly Annapurna
Show answer
Correct answer
C. IGNOAPS, IGNWPS, IGNDPS, NFBS, Annapurna
Q8 eShram is
eShram is:
AA pension scheme
BA national database of unorganised workers
CAn insurance product
DA credit scheme
Show answer
Correct answer
B. A national database of unorganised workers
ImportantQuick recall
  • Social insurance = contributory, work-based; social assistance = non-contributory, tax-funded.
  • ESI Act, 1948: 10+ workers, ₹21,000 wage ceiling; contribution 3.25% + 0.75% = 4% (post-2019).
  • EPF (chapter 52): 12% + 12%, includes EPS and EDLI.
  • Employees’ Compensation Act, 1923: strict liability; common-law defences abolished.
  • Maternity Benefit Act, 1961: 26 weeks (since 2017); crèche at 50+ workers; nursing breaks.
  • NSAP: IGNOAPS (old age), IGNWPS (widows), IGNDPS (disability), NFBS, Annapurna.
  • MGNREGA, 2005: 100 days of rural wage employment.
  • NFSA, 2013: 5 kg per person per month for ~67% of population.
  • PM-JAY: ₹5 lakh health cover for ~50 crore beneficiaries.
  • PM-SYM, APY: contributory pension for unorganised workers.
  • eShram: national database of unorganised workers (30+ crore).
  • Code on Social Security, 2020 — universal coverage, gig and platform inclusion.