Preface

The Supplement is a major resource for data on our nation's social insurance and welfare programs. The 

majority of the statistical tables present information about programs administered by the Social Security 

Administration—the Old-Age, Survivors, and Disability Insurance programs, known collectively as Social 

Security, and the Supplemental Security Income program. In addition, data are presented on the major 

health care programs—Medicare and Medicaid—and income maintenance programs, including Workers’ 

Compensation, Unemployment Insurance, Temporary Disability Insurance, Black Lung benefits, veterans’ 

benefits, Food Stamps, Temporary Assistance for Needy Families, and Low-Income Home Energy Assistance. The Supplement also includes program summaries and legislative histories that help users of the 

data understand these programs.

The Supplement has been published annually since 1940. Decisions affecting the future of Social 

Security are facilitated by the availability of relevant data over a long period. The data provide a base for 

research, policy analysis, and proposals for changing the programs. In addition to meeting the Social 

Security Administration's information needs, the Supplement strengthens the agency's ability to respond to 

requests for program data from congressional committees, government agencies at all levels, and the 

research community.

The Supplement is prepared by Social Security Administration staff from various components throughout the agency and by many individuals from other federal agencies. I would like to express my thanks to 

them for their contributions. The inside cover includes a list of the persons and agencies contributing to this 

edition.

General comments or questions about this report are welcome and should be directed to Rona M. 

Blumenthal at 410-965-0163 or rona.m.blumenthal@ssa.gov. For specific questions about the data, 

please call the contact listed on each table.

This report is available on our Web site at http://www.socialsecurity.gov/policy. For additional copies, 

please telephone 202-358-6274 or e-mail op.publications@ssa.gov.

Edward J. DeMarco

Associate Commissioner

for Research, Evaluation, and Statistics

July 2004 

Contents

Highlights and Trends

Social Security (OASDI)

Employment and Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Program Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Program Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Supplemental Security Income

Annual Payment Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Program Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Program Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Health Care

Medicare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Medicaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Other Social Insurance Programs and Veterans' Benefits

Unemployment Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Workers’ Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Temporary Disability Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Black Lung Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Veterans’ Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Public Assistance Programs

Temporary Assistance for Needy Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Food Stamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Low-Income Home Energy Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Poverty Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Program Descriptions and Legislative History

Social Security (Old-Age, Survivors, and Disability Insurance) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Supplemental Security Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Medicare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Medicaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Unemployment Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Workers’ Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Temporary Disability Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Black Lung Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Veterans’ Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Temporary Assistance for Needy Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Food Stamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Low-Income Home Energy Assistance Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
vi ♦ Annual Statistical Supplement, 2003

Appendixes

A. Sampling Variability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A.1

B. OASDI Benefit Award Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B.1

C. Poverty Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C.1

D. Computing a Retired-Worker Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D.1

Glossary and Abbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G.1

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I.1
Annual Statistical Supplement, 2003 ♦ vii

Tables

Section 2. History of Program Provisions

and SSA Administrative Data

Old-Age, Survivors, and Disability Insurance

Coverage, Financing, and Insured Status

2.A1 Covered employment and self-employment provisions, by year enacted . . . . . . . . . . . . . . . . 2.1

2.A2 Noncontributory wage credit provisions, by year enacted . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3

2.A3 Annual maximum taxable earnings and contribution rates, 1937–2003 . . . . . . . . . . . . . . . . . . 2.4

2.A4 Maximum annual amount of contributions, 1937–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.5

2.A5 Tax credits enacted in 1983 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.6

2.A6 Appropriations from general revenues and interfund borrowing provisions,

by type of transaction and year enacted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.6

2.A7 Insured status (benefit eligibility) provisions, by eligibility concept and year enacted . . . . . . . 2.7

Benefit Computation and Automatic Adjustments

2.A8 Factors for indexing earnings, 1951–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.9

2.A9 Indexed earnings for workers with maximum earnings, 1951–2003 . . . . . . . . . . . . . . . . . . . . 2.11

2.A10 Average monthly wage and average indexed monthly earnings provisions,

by year enacted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.12

2.A11 Formulas for computing PIA from AIME, cost-of-living adjustments, and minimum PIA

for workers who were first eligible in 1979 or later, by year of first eligibility . . . . . . . . . . . . . . 2.13

2.A11.1 Computation of PIA based on Windfall Elimination Provision (WEP), by year enacted . . . . . . 2.14

2.A12 Special minimum PIA (formula applies to years of coverage), by year enacted . . . . . . . . . . . . 2.15

2.A13 Formulas enacted in 1977 for computing maximum family benefit from PIA

and cost-of-living adjustments for workers who were first eligible in 1979 or later,

by year of first eligibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.17

2.A14 Formulas for computing maximum family benefit and cost-of-living adjustments

for workers first eligible for disability benefits in 1979 or later, by year of enactment . . . . . . . . 2.17

2.A16 Formulas for computing primary insurance amount (PIA) from average monthly wage (AMW)

based on earnings after 1950, and percentage increases in PIA . . . . . . . . . . . . . . . . . . . . . . . 2.18

2.A17 Minimum primary insurance amount (PIA) and maximum family benefit for workers who

attained age 62, were first eligible for disabled-worker benefits, or died before 1979 . . . . . . . . 2.20

2.A17.1 Full retirement age and maximum reduction of retired-worker benefits, by year of birth . . . . . . 2.21

2.A18 Automatic adjustment provisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.22

2.A19 Illustrative benefit growth: Cumulative effect of statutory and automatic increases

in benefits using a 100 dollar base benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.24

Benefit Types and Levels

2.A20 Monthly benefits for retired and disabled workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.26

2.A21 Monthly benefits for spouses and children of retired and disabled workers . . . . . . . . . . . . . . . 2.27

2.A22 Monthly benefits for survivors of deceased workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.29

2.A23 Monthly benefits for transitionally insured workers and their spouses

and surviving spouses, aged 72 before 1969 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.33

2.A24 Monthly benefits for individuals and couples insured for special age-72 (Prouty) benefits . . . . 2.34

2.A25 Lump-sum benefits and vocational rehabilitation services, by type of benefit . . . . . . . . . . . . . . 2.35

2.A26 Monthly benefit amount for selected beneficiary families with first eligibility in 2002,

by average indexed monthly earnings for stipulated yearly wage levels,

effective December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.36
viii ♦ Annual Statistical Supplement, 2003

2.A27 Minimum and maximum monthly retired-worker benefits payable to individuals

who retired at age 62, by year they attained age 62, 1957–2003 . . . . . . . . . . . . . . . . . . . . . . . 2.37

2.A28 Minimum and maximum monthly retired-worker benefits payable to individuals

who retired at age 65, by year they attained age 65, 1940–2003 . . . . . . . . . . . . . . . . . . . . . . . 2.38

Effect of Current Earnings and Taxation of Benefits

2.A29 Earnings (retirement) test, by year enacted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.40

2.A30 Monthly earnings guidelines for substantial gainful activity, 1961–2003 . . . . . . . . . . . . . . . . . . 2.42

2.A31 Taxation of Social Security benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.43

2.A32 Taxation of Social Security benefits: Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.44

History of SSI, Medicare, and Medicaid Provisions

Supplemental Security Income

2.B1 Federal benefit rates, by living arrangement, 1974–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.45

Medicare

2.C1 Medicare cost sharing and premium amounts, 1966–2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.46

Medicaid

2.C2 Federal medical assistance percentage and enhanced federal medical

assistance percentage, by state or other area, 2002–2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.47

SSA Administrative Data

Offices and Staff

2.F1 Number of SSA offices, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.48

2.F2 Number of SSA employees and percentage with selected characteristics by grade,

September 30, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.48

2.F3 Number of work years, fiscal years 1993–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.48

Claims Workloads

2.F4 Number of Old-Age and Survivors Insurance claims, fiscal year 2002 . . . . . . . . . . . . . . . . . . . 2.49

2.F5 Number of Disability Insurance claims, fiscal year 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.49

2.F6 Number of Supplemental Security Income claims, fiscal year 2002 . . . . . . . . . . . . . . . . . . . . . 2.49

Service Delivery

2.F7 Accuracy rates and use of 800 telephone number, fiscal years 1998–2002 . . . . . . . . . . . . . . . 2.50

Hearings and Appeals

2.F8 Workload of SSA’s Administrative Law Judges (ALJs), fiscal years 2001–2003 . . . . . . . . . . . . 2.51

2.F9 Number of hearing receipts, dispositions, and end-of-year pending cases,

fiscal years 2002–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.51

2.F10 Discontinued

2.F11 Number of SSA Appeals Council cases, fiscal years 2001–2003 . . . . . . . . . . . . . . . . . . . . . . . 2.51
Annual Statistical Supplement, 2003 ♦ ix

Section 3. Social Welfare and the Economy

Social Welfare Expenditures

(Discontinued)

3.A1 Discontinued

3.A3 Discontinued

3.A4 Discontinued

Employment and Earnings

3.B3 Federal minimum wage rates under the Fair Labor Standards Act of 1938 and average

hourly earnings and average weekly hours for production workers in manufacturing,

selected years 1938–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.1

Interprogram Data

3.C3 Contributions to the Social Security and Medicare trust funds, by program and source, 

selected years 1965–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2

3.C4 Average monthly amount of Social Security and selected public assistance programs,

December 1950–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.3

3.C5 Population aged 65 or older receiving Social Security (OASDI) benefits,

Supplemental Security Income (SSI) payments, or both, by state, December 1940–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.4

3.C6 Number and percentage of Social Security (OASDI) beneficiaries also receiving federally

administered Supplemental Security Income (SSI) payments, by type of OASDI benefit and

SSI eligibility category, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.6

3.C6.1 Number of persons aged 18–64 receiving Social Security (OASDI) benefits or federally

administered Supplemental Security Income (SSI) payments based on disability, by type

of benefit, December 1978–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.7

3.C7 Number of persons aged 15 or older with Social Security (OASDI) benefits or Supplemental

Security Income (SSI) in March 2002, by sex, age, and race, and average annual

benefit in 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.8

3.C8 Number of persons aged 15 or older with Social Security (OASDI) benefits or Supplemental

Security Income (SSI) and number and percentage of Hispanic origin in March 2002, by age

and sex, and average annual benefit in 2001. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.9

Poverty

3.E1 Weighted average poverty thresholds for nonfarm families, by size, 1959–2002 . . . . . . . . . . . 3.10

3.E2 Number and percentage of poor persons, by age, at end of selected years 1959–2001. . . . . . 3.11

3.E3 Shares of money income from earnings and other sources for aged and

nonaged families, 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.12

3.E4 Current living arrangements of persons aged 65 or older, by sex and poverty

status, March 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.13

3.E6 Percentage distribution of aged families receiving Social Security benefits, by share

of income from benefits and race, 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.14

3.E8 Poverty guidelines for families of specified size, 1965–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.15
x ♦ Annual Statistical Supplement, 2003

Section 4–6. Old-Age, Survivors,

and Disability Insurance

Trust Funds

4.A1 Old-Age and Survivors Insurance, selected years 1937–2002 . . . . . . . . . . . . . . . . . . . . . . . . . 4.1

4.A2 Disability Insurance, 1957–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.2

4.A3 Combined OASI and DI, 1957–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.3

4.A4 Total annual benefits paid, by type of benefit and trust fund, and as a percentage

of personal income, selected years 1937–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.4

4.A5 Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2002 4.5

4.A6 Total annual benefits paid from DI trust fund, by type of benefit, 1957–2002. . . . . . . . . . . . . . . 4.6

Covered Workers

4.B1 Number of workers with taxable earnings, amount of earnings, and Social Security numbers

issued, selected years 1937–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.7

4.B2 Number with taxable earnings and amount of earnings, by type of earnings, 1951–2002. . . . . 4.8

4.B3 Number of workers and median annual earnings, by type of earnings and sex,

selected years 1937–2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.9

4.B4 Percentage of workers with earnings below annual maximum taxable, by sex,

selected years 1937–2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.10

4.B5 Number of workers, by sex and age, selected years 1937–2001. . . . . . . . . . . . . . . . . . . . . . . . 4.11

4.B6 Median earnings of workers, by sex and age, selected years 1937–2001. . . . . . . . . . . . . . . . . 4.12

4.B7 Number of wage and salary workers, by sex and amount of taxable earnings, 1992–2001 . . . 4.13

4.B8 Number of self-employed workers, by sex and age, selected years 1951–2001 . . . . . . . . . . . . 4.14

4.B9 Number of self-employed workers, by sex and amount of taxable earnings, 1992–2001 . . . . . 4.15

4.B10a Number of workers with Social Security (OASDI) taxable earnings, amount taxable,

and contributions, by state or other area and type of earnings, 2000. . . . . . . . . . . . . . . . . . . . . 4.16

4.B10b Number of workers with Social Security (OASDI) taxable earnings, amount taxable,

and contributions, by state or other area and type of earnings, 2001. . . . . . . . . . . . . . . . . . . . . 4.17

4.B11 Number of workers with Social Security (OASDI) taxable earnings, amount taxable,

and contributions, by type of earnings, selected years 1937–2002 . . . . . . . . . . . . . . . . . . . . . . 4.18

4.B12a Number of workers with Medicare Part A (HI) taxable earnings, amount taxable,

and contributions, by state or other area and type of earnings, 2000. . . . . . . . . . . . . . . . . . . . . 4.19

4.B12b Number of workers with Medicare Part A (HI) taxable earnings, amount taxable,

and contributions, by state or other area and type of earnings, 2001. . . . . . . . . . . . . . . . . . . . . 4.20

Insured Workers

4.C1 Estimated number, by insured status, December 31, 1940–2003 . . . . . . . . . . . . . . . . . . . . . . . 4.21

4.C2 Estimated number, insured status, sex, and age, December 31, 1970–2003,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.22

4.C5 Estimated size of the population in the Social Security area and percentage fully insured,

by sex and age, 1999–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.24

4.C6 Period life table, 2000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.25

Benefits in Current-Payment Status

Summary

5.A1 Number and average monthly benefit, by type of benefit and race, December 2002 . . . . . . . . 5.1

5.A1.1 Number and average monthly benefit for retired workers, by sex, age, and race,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.2
Annual Statistical Supplement, 2003 ♦ xi

5.A1.2 Number and average monthly benefit for disabled workers, by sex, age, and race,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.4

5.A1.3 Number and average monthly benefit for spouses, by marital status, basis of entitlement,

age, and race, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.7

5.A1.4 Number and average monthly benefit for children, by type of benefit, age, and race,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.10

5.A1.5 Number and average monthly benefit for widowed mothers and fathers, by age, sex,

marital status, and race, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.13

5.A1.6 Number and average monthly benefit for nondisabled widow(er)s, by sex, age,

marital status, and race, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.14

5.A1.7 Number and average monthly benefit for disabled widow(er)s, by age, sex,

marital status, and race, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.15

5.A1.8 Number and average monthly benefit for parents, by age, sex, and race, December 2002 . . . 5.15

5.A3 Number and average monthly benefit, with reduction for early retirement, by type of benefit,

sex, age, and race, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.16

5.A4 Number and total monthly benefits, by trust fund and type of benefit,

December 1940–2002, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.20

5.A5 Number and average age, by type of benefit, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . 5.21

5.A6 Number and average monthly benefit, by age, sex, type of benefit, and race,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.21

5.A7 Number and average monthly benefit for women, by type of benefit, basis of entitlement,

and race, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.22

5.A8 Number, average primary insurance amount, and average monthly benefit for

persons with benefits based on special minimum primary insurance amount,

by type of benefit and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.23

5.A10 Number and average monthly benefit for beneficiaries aged 60 or older, by sex,

type of benefit, and age, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.24

5.A14 Number and percentage distribution of women aged 62 or older, by basis of entitlement,

type of benefit, and dual entitlement status, December 1960–2002, selected years . . . . . . . . . 5.25

5.A15 Number and average monthly benefit for women aged 65 or older, by basis of entitlement,

type of benefit, and dual entitlement status, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . 5.25

5.A16 Number and average monthly benefit for adult beneficiaries, by sex, type of benefit,

and age, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.26

5.A17 Number and average monthly benefit for disabled beneficiaries, by type of benefit,

December 1957–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.27

Retired Workers

5.B1 Number, average primary insurance amount, and average monthly benefit without

reduction for early retirement and with delayed retirement credit, by age and sex,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.28

5.B2 Number, average primary insurance amount, and average monthly benefit without

reduction for early retirement and without delayed retirement credit, by age and sex,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.29

5.B3 Number and average monthly benefit before and after delayed retirement credit, by age

and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.30

5.B4 Number, percentage, and average monthly benefit, by year of entitlement as retired worker

and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.31

5.B5 Number, average age, and percentage distribution, by sex and age, December 1940–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.32

5.B6 Number and percentage distribution with and without reduction for early retirement,

by monthly benefit and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.33

5.B7 Number and percentage distribution with and without reduction for early retirement,

by primary insurance amount and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.34

5.B8 Number and average monthly benefit with and without reduction for early retirement,

by sex, December 1956–2002, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.35

5.B9 Number and percentage distribution, by sex, monthly benefit, and age, December 2002 . . . . . 5.36
xii ♦ Annual Statistical Supplement, 2003

Retired Workers and Dependents

5.C1 Number and percentage distribution, by primary insurance amount and type of benefit,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.38

5.C2 Average monthly benefit, by type of benefit and sex, December 1940–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.39

Disabled Workers

5.D1 Number, percentage, and average monthly benefit, by year of entitlement as

disabled worker and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.40

5.D2 Number and percentage distribution, by monthly benefit and sex, December 2002 . . . . . . . . . 5.41

5.D3 Number and total monthly benefits, by sex, December 1957–2002, selected years . . . . . . . . . 5.41

5.D4 Number, average age, and percentage distribution, by sex and age,

December 1957–2002, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.42

5.D4.1 Number and percentage distribution of disabled beneficiaries, by diagnostic group

and type of beneficiary, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.43

5.D5 Number and percentage distribution, by diagnostic group, and sex, December 2002 . . . . . . . . 5.44

5.D6 Number and percentage distribution, by sex, diagnostic group, and age, December 2002 . . . 5.45

Disabled Workers and Dependents

5.E1 Number and percentage distribution, by primary insurance amount and type of benefit,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.46

5.E2 Average monthly benefit, by type of benefit, sex, and age, December 1957–2002,

selected years 5.46

Dependents and Survivors

5.F1 Number of wives and husbands and total monthly benefits, by type of benefit,

December 1950–2002, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.47

5.F3 Percentage distribution of wives with entitlement based on age, by monthly benefit

and age, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.48

5.F4 Number of children and total monthly benefits, by type of benefit, December 1940–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.49

5.F6 Average monthly benefit for survivors, by type of benefit, December 1940–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.50

5.F7 Number and percentage distribution of survivors, by primary insurance amount

and type of benefit, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.51

5.F8 Number of widow(er)s and total monthly benefits, by type of benefit,

December 1950–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.52

5.F9 Number, percentage, and average monthly benefit, by year of entitlement

as nondisabled widow(er), December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.53

5.F10 Number, percentage, and average monthly benefit, by year of entitlement

as disabled widow(er), December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.53

5.F11 Percentage distribution of nondisabled widows, by monthly benefit and age,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.54

5.F12 Number of widowed and surviving divorced mothers and fathers and total monthly benefits,

by type of benefit, December 1950–2002, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.55

5.F13 Number and average monthly benefit for nondisabled widows aged 65 or older, by age,

reduction status, and limitation of benefit, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.56

Retired Workers with Dual Entitlement

5.G1 Percentage distribution of persons receiving both a retired-worker and a secondary

benefit without and with reduction for early retirement, by sex and primary insurance

amount, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.57
Annual Statistical Supplement, 2003 ♦ xiii

5.G2 Number receiving both a retired-worker and a secondary benefit, by sex and

type of secondary benefit, December 1952–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.58

5.G3 Number receiving both a retired-worker and a secondary benefit and average

monthly benefit, by type of secondary benefit, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . 5.59

5.G4 Number receiving both a retired-worker and a secondary benefit, average monthly benefit,

and retired-worker benefit as a percentage of combined benefit, December 2002 . . . . . . . . . . 5.59

5.G5 Percentage distribution, by total combined monthly benefit and retired-worker benefit, 

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.60

Beneficiary Families

5.H1 Number and average monthly family benefit for selected family groups,

December 1945–2002, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.61

5.H2 Number, average primary insurance amount, and average monthly family benefit

for selected family groups, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.62

5.H3 Percentage distribution of retired-worker and disabled-worker families, by monthly benefit

for selected family groups, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.63

5.H4 Percentage distribution of survivor families, by monthly benefit for selected family groups,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.64

Geographic Data

5.J1 Estimated total benefits paid, by state or other area and program, 2002 . . . . . . . . . . . . . . . . . . 5.65

5.J2 Number, by state or other area, program, and type of benefit, December 2002 . . . . . . . . . . . . 5.66

5.J3 Number and total monthly benefits for beneficiaries aged 65 or older, by state or other

area and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.67

5.J4 Total monthly benefits, by state or other area, program, and type of benefit,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.68

5.J5 Number, by state or other area and age, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.69

5.J5.1 Number, by state or other area, race, and sex, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . 5.70

5.J6 Percentage distribution of monthly benefit for retired workers, by state or other area and

monthly benefit, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.71

5.J8 Percentage distribution of disabled workers, by state or other area and monthly benefit,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.72

5.J9 Percentage distribution of nondisabled widow(er)s, by state or other area and

monthly benefit, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.73

5.J10 Number of children, by state or other area and type of benefit, December 2002. . . . . . . . . . . . 5.74

5.J11 Number and total monthly benefits for beneficiaries in foreign countries, December 2002 . . . . 5.75

5.J12 Number of disabled workers, by state or other area and diagnostic group,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.76

5.J13 Percentage distribution of disabled workers, by state or other area and diagnostic group,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.77

5.J14 Number, average monthly benefit, and median monthly benefit, by state or other area and

type of disabled beneficiary, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.78

Direct Deposit

5.K1 Number and percentage of beneficiaries and average monthly benefit, by state or other

area and direct deposit status, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.79

With Representative Payee

5.L1 Number of beneficiaries with a representative payee as a percentage of all beneficiaries,

by type of beneficiary and age, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.80
xiv ♦ Annual Statistical Supplement, 2003

International Agreements

5.M1 Number of beneficiaries and average monthly benefit under U.S. totalization agreements,

by country and type of benefit, December 1983–2002, selected years . . . . . . . . . . . . . . . . . . . 5.81

Benefits Awarded

Summary

6.A1 Number, by type of benefit, 1940–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.1

6.A2 Average primary insurance amount for retired workers and average monthly benefit for

retired and disabled workers, and nondisabled widows, by type of benefit and sex,

selected years 1940–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.2

6.A3 Number and average monthly benefit, by type of benefit, sex, age, basis of entitlement,

and race, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.3

6.A4 Number and average monthly benefit for retired and disabled workers, by age in month

of award and sex, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.5

6.A5 Number and average monthly benefit with reduction for early retirement, by type of benefit,

age in month of award, and sex, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.6

6.A6 Number, percentage distribution, and average monthly benefit for retired and disabled

workers, by state or other area, 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.7

Retired Workers

6.B1 Number of initial awards to retired workers aged 62–64, average primary insurance

amount, average monthly benefit, and number of months benefits withheld due to earnings,

by sex and age in month of award, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.8

6.B3 Number and percentage distribution with and without reduction for early retirement,

by sex and monthly benefit, 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.9

6.B4 Number and percentage distribution with and without reduction for early retirement,

by sex and primary insurance amount, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.11

6.B5 Number, average age, and percentage distribution, by sex and age,

selected years 1940–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.13

Disabled Workers

6.C1 Number and percentage distribution, by monthly benefit and sex, 2002 . . . . . . . . . . . . . . . . . . 6.14

6.C2 Number, average age, and percentage distribution, by sex and age,

selected years 1957–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.15

6.C3 Number and percentage distribution, by diagnostic group, sex, and age, 2002. . . . . . . . . . . . . 6.16

6.C7 Number of applications, awards, ratio of awards to applications, and awards per 1,000

insured workers, selected years, 1960–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.17

Dependents and Survivors

6.D1 Number of wives and husbands, by type of benefit, selected years 1950–2002 . . . . . . . . . . . . 6.18

6.D3 Number and average monthly benefit for wives and husbands, by basis of entitlement,

age in month of award, and sex, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.19

6.D4 Number of children, by type of benefit, selected years 1940–2002 . . . . . . . . . . . . . . . . . . . . . . 6.20

6.D5 Number and average monthly benefit for children, by type of benefit and age

in month of award, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.22

6.D6 Number of mothers and fathers, by type of benefit, 1950–2002 . . . . . . . . . . . . . . . . . . . . . . . . 6.23

6.D7 Number and average monthly benefit for widow(er)s, by age in month of award

and sex, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.24

6.D8 Number of widow(er)s, by type of benefit, 1950–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.25

6.D9 Number and average amount of lump-sum death payment awards, 1940–2001. . . . . . . . . . . . 6.25
Annual Statistical Supplement, 2003 ♦ xv

Benefits Withheld

6.E1 Number and percentage distribution of retired workers with benefits withheld,

by monthly benefit, reduction for early retirement, and sex, December 2002 . . . . . . . . . . . . . . 6.26

6.E4 Number of beneficiaries with benefits withheld, by reason for withholding payment

and type of benefit, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.27

6.E5 Number of wives, husbands, and children with benefits withheld, by reason for

withholding payment and type of benefit, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.27

Benefits Terminated

6.F1 Number of benefits terminated, by type, 1940–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.28

6.F2 Number, by reason for termination and type of benefit, 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . 6.29

6.F3 Number of wives, husbands, and children, by reason for termination

and type of benefit, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.29

Section 7. Supplemental Security Income

Summary

7.A1 Number of recipients of federally administered payments, total payments,

and average monthly payment, by source of payment, eligibility category, and age,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.1

7.A2 Number of individuals and couples receiving federally administered payments,

total payments, and average monthly payment, by source of payment and eligibility

category, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.1

7.A3 Number of recipients, by eligibility category and source of payment, January 1974

and December 1975–2002, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.2

7.A4 Total payments, by eligibility category and source of payment,

selected years 1974–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.3

7.A5 Average monthly payment, by eligibility category and source of payment,

December 1975–2002, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.4

7.A8 Number of federally administered awards, by eligibility category and age, 1974–2002. . . . . . . 7.5

7.A9 Number of recipients of federally administered payments, by eligibility category and age,

December 1974–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.6

State Data

7.B1 Number of recipients of federally administered payments, December 2002, and total

payments for calendar year 2002, by state or other area and eligibility category, 2002. . . . . . . 7.7

7.B2 Number of recipients of state-administered supplementation, December 2002, and total

payments for calendar year 2002, by state and eligibility category, 2002 . . . . . . . . . . . . . . . . . 7.8

7.B3 Number of recipients of federally administered payments and average monthly payment,

by state or other area, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.9

7.B7 Total payments, by state or other area and source of payment, 2002 . . . . . . . . . . . . . . . . . . . . 7.10

7.B8 Number of blind and disabled recipients of federally administered payments under age 18,

by state or other area, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.11

7.B9 Number of federally administered awards, by state or other area, eligibility category,

and age, 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.12
xvi ♦ Annual Statistical Supplement, 2003

Benefit Distributions

7.C1 Number and percentage distribution of adult individuals and persons under

age 18 receiving federal SSI payments, by monthly payment and eligibility category,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.13

7.C2 Number and percentage distribution of couples receiving federal SSI payments,

by monthly payment and eligibility category, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . 7.13

Other Income Sources

7.D1 Persons receiving federally administered payments and other income and their average

monthly income, by type of income, eligibility category, and age, December 2002 . . . . . . . . . . 7.14

7.D2 Percentage of persons receiving both federally administered payments and Social Security

benefits, average monthly amount of benefits, by state or other area, eligibility category,

and age, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.15

Recipient Characteristics

7.E2 Percentage distribution of federally administered awards, by sex, age, and eligibility

category, 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.16

7.E3 Number and percentage distribution of recipients of federally administered payments,

by sex, age, and eligibility category, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.17

7.E4 Number and percentage distribution of persons with representative payees receiving

federally administered payments, by eligibility category and age, December 2002 . . . . . . . . . . 7.18

7.E5 Number and percentage distribution of persons receiving federally administered payments,

by living arrangement, eligibility category, and age, December 2002. . . . . . . . . . . . . . . . . . . . . 7.18

7.E6 Number of noncitizens receiving federally administered payments as a percentage of SSI

recipients, by eligibility category, December 1982–2002, selected years. . . . . . . . . . . . . . . . . . 7.18

Disability

7.F1 Number and percentage distribution of blind and disabled persons under age 65

receiving federally administered payments and not transferred from prior state programs,

by diagnostic group, December 2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.19

7.F2 Percentage distribution of blind and disabled recipients of federally administered

payments under age 65, by sex, diagnostic group, and age, December 2002. . . . . . . . . . . . . . 7.20

7.F3 Number of section 1619(a) and section 1619(b) participants,

selected months, 1982–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.21

7.F4 Number of section 1619(a) and section 1619(b) participants, by age, sex, and types

and amounts of earned and unearned income, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . 7.22

7.F5 Number of section 1619(a) and section 1619(b) participants and their average monthly

earnings, by state or other area, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.23

Section 8. Health Care Programs

Medicare

Trust Funds

8.A1 Hospital Insurance, 1966–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.1

8.A2 Supplementary Medical Insurance, calendar years 1966–2002. . . . . . . . . . . . . . . . . . . . . . . . . 8.2
Annual Statistical Supplement, 2003 ♦ xvii

Enrollment, Utilization, and Reimbursement

8.B1 Hospital Insurance and/or Supplementary Medical Insurance: Aged persons enrolled,

served, and amount reimbursed, by type of coverage and service,

selected years 1967–1998 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.3

8.B2 Hospital Insurance and/or Supplementary Medical Insurance: Disabled persons enrolled,

served, and amount reimbursed, by type of coverage and service,

selected years 1974–1998 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.4

8.B3a Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees

aged 65 or older, by census division and state or other area, July 1, 1980–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.5

8.B3b Hospital Insurance and/or Supplementary Medical Insurance: Number of disabled

enrollees, by census division and state or other area, July 1, 1980–2002,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.7

8.B4 Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees

aged 65 or older, by program, age, sex, and race, July 1, 1980–2002, selected years . . . . . . . 8.9

8.B5 Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees

under age 65 who are disabled or have end stage renal disease, by program, age, sex,

and race, July 1, 1980–2002, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.10

8.B8a Hospital Insurance: Average covered charge per covered day of care in short-stay

hospitals, by census division and state or other area, selected years 1990–2002. . . . . . . . . . . 8.11

8.B8b Hospital Insurance: Average covered charge per covered day of care in skilled nursing

facilities, by census division and state or other area, selected years 1975–2002 . . . . . . . . . . . 8.13

8.B8.1 Hospital Insurance: Short-stay hospital discharges, by state or other area,

selected fiscal years 1990–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.15

8.B9 Supplementary Medical Insurance: Number of reimbursed bills, charges, and amount

reimbursed, by type of beneficiary and type of service, for claims incurred 1994–2002 . . . . . . 8.16

8.B10 Supplementary Medical Insurance: Claims received by carriers and assignment

rates, 1969–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.18

8.B11 Supplementary Medical Insurance: Reasonable charge determination for claims assigned

and unassigned for aged and disabled persons, 1971–2002. . . . . . . . . . . . . . . . . . . . . . . . . . . 8.19

8.B12 Supplementary Medical Insurance: State buy-ins, by state or other area,

selected years 1991–2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.20

Participating Facilities

8.C1 Hospital Insurance and/or Supplementary Medical Insurance: Number of facilities

and beds, by type of participating provider, December 1967–2002, selected years . . . . . . . . . 8.21

8.C2 Hospital Insurance: Number of participating hospitals and beds per 1,000 enrollees,

by state or other area, December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.23

8.C3 Hospital Insurance and/or Supplementary Medical Insurance: Number of participating

skilled nursing facilities, home health agencies, independent laboratories, and end stage

renal disease facilities, by census division and state or other area, December 2002 . . . . . . . . 8.25

Medicaid

Recipients

8.E1 Unduplicated number of recipients, total vendor payments, and average payment,

by type of medical service, selected fiscal years 1985–2000. . . . . . . . . . . . . . . . . . . . . . . . . . . 8.27

8.E2 Unduplicated number of recipients, total vendor payments, and average payment,

by type of eligibility category, selected fiscal years 1972–2000 . . . . . . . . . . . . . . . . . . . . . . . . . 8.28

State Data

8.H1a Number of recipients, total payments, and average payment, by state, fiscal year 1999. . . . . . 8.29

8.H1b Number of recipients, total payments, and average payment, by state, fiscal year 2000. . . . . . 8.30
xviii ♦ Annual Statistical Supplement, 2003

Other Social Insurance and Veterans’ Benefits

Unemployment Insurance

9.A2 Summary data on state programs, by state or other area, 2002 . . . . . . . . . . . . . . . . . . . . . . . . 9.1

Workers’ Compensation

9.B1 Coverage, benefits, and costs, selected years 1940–2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.3

9.B2 Benefits, by state and federal program, 1997–2001. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.4

9.B3 Benefits paid by type of insurer and medical benefits paid,

by state and federal program, 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.5

Temporary Disability Insurance

9.C1 Selected data on state and railroad programs, 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.7

Black Lung Benefits

9.D1 Benefits currently payable to miners, widows, and dependents, December 1970–2002 . . . . . . 9.8

9.D2 Benefits currently payable to miners, widows, and dependents, by state or other area,

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.9

Veterans’ Benefits

9.F1 Number of disability compensation or pension payments, by type of payment and

age of beneficiary, selected years, 1940–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.10

Public Assistance

Temporary Assistance for Needy Families/AFDC

and Emergency Assistance

9.G1 Average monthly number of families and recipients, total amount of cash assistance,

and average monthly payment, selected years 1936–2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.11

9.G2 Average monthly number of families and recipients of Temporary Assistance for

Needy Families and total amount of assistance, by state or other area, 2002 . . . . . . . . . . . . . . 9.12

Food Stamps

9.H1 Number of participants, total annual benefits, and average benefit,

fiscal years 1962–2002. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.13

Low-Income Home Energy Assistance Program

9.J1 Number of households receiving home energy assistance, by state and type of assistance,

fiscal year 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.14

9.J1.1 Number of households receiving home energy assistance, by state and type of assistance,

fiscal years 1982–2001. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.15

9.J2 Low-income Home Energy Assistance Program funds: Federal net allocations and

amounts carried over, by state, fiscal year 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.16
Annual Statistical Supplement, 2003 ♦ xix

9.J2.1 Low-income Home Energy Assistance Program funds: Federal net allocations and

amounts carried over, fiscal years 1982–2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.17

9.J3 Estimated home energy assistance obligations, by state and type of assistance,

fiscal year 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.18

9.J3.1 Estimated home energy assistance obligations, by type of assistance,

fiscal years 1982–2001. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.19

Appendix Tables

A-1. Approximations of standard errors of estimated number of persons . . . . . . . . . . . . . . . . . . . . A.1

A-2. Approximations of standard errors of estimated percentage of persons . . . . . . . . . . . . . . . . . A.2

Social Security (OASDI)

Employment and Earnings 

Program Data 

Program Trends 

Supplemental Security Income

Annual Payment Adjustments 

Program Data 

Program Trends 

Health Care

Medicare 

Medicaid 

Other Social Insurance Programs

and Veterans’ Benefits

Unemployment Insurance 

Workers’ Compensation 

Temporary Disability Insurance 

Black Lung Benefits 

Veterans’ Benefits 

Public Assistance Programs

Temporary Assistance

for Needy Families 

Food Stamps 

Low-Income Home

Energy Assistance 

Poverty Data 

SuppDividerb2003.pmd 2 8/30/2004, 10:25 AM

Social Security (OASDI)

Employment and Earnings

Workers in OASDI covered employment, 2002 152.8 million

Average earnings, 2002 $32,466

Earnings required in 2003 for—

1 quarter of coverage $890

Maximum of 4 quarters of coverage $3,560

Earnings test exempt amounts for 2003

Under full retirement age for entire year $11,520

For months before reaching full retirement age in 2003 $30,720

Beginning with month of reaching full retirement age in 2003 Test eliminated

Program Data

Cost-of-living adjustment for December 2002 1.4 percent

Average monthly benefit, December 2002

Retired workers $895

Widows and widowers, nondisabled $861

Disabled workers $834

Number of beneficiaries, December 2002

Old-Age, Survivors, and Disability Insurance 46.4 million

Old-Age Insurance

Total 32.3 million

Retired workers 29.2 million

Survivors Insurance

Total 6.9 million

Widows and widowers, nondisabled 4.6 million

Disability Insurance

Total 7.2 million

Disabled workers 5.5 million

Benefit payments, 2002

Old-Age, Survivors, and Disability Insurance $453.8 billion

Old-Age and Survivors Insurance $388.1 billion

Disability Insurance $65.7 billion

Administrative expenses, 2002

Old-Age and Survivors Insurance

Amount $2.1 billion

As a percentage of total benefits paid 0.6 percent

Disability Insurance

Amount $2.0 billion

As a percentage of total benefits paid 3.1 percent
2 ♦ Annual Statistical Supplement, 2003 

Program Trends

• About 46.4 million persons received Social Security 

benefits for December 2002, an increase of 567,000 

(1.2 percent) since December 2001. Seventy percent 

were retired workers and their spouses and children, 

and another 15 percent were survivors of deceased 

workers. Sixteen percent were disabled workers and 

their spouses and children.

• Seventy-two percent of the 29.2 million retired workers 

received reduced benefits because of entitlement prior 

to full retirement age. Relatively more women (75 percent) than men (69 percent) received reduced benefits.

• The number of beneficiaries aged 65 or older rose from 

31.9 million in 1997 to 33.2 million in 2002 (4.1 percent). Beneficiaries aged 85 or older increased at a 

greater rate during the 5-year period (10.2 percent) 

from 3,783,000 in 1997 to 4,170,000 in 2002. In 2002, 

40,100 centenarians were receiving Social Security.

• More than 19 million women aged 65 or older received 

benefits for December 2002. About 7.2 million (37.2 

percent) were entitled solely to a retired-worker benefit, 

and another 5.7 million (29.4 percent) were dually entitled to a retired-worker benefit and a wife's or widow's 

benefit. About 6.4 million (33.3 percent) were receiving 

wife's or widow's benefits only.

• Over 3 million children under age 18 received benefits, 

including 1,350,500 children of deceased workers, 

1,422,000 children of disabled workers, and 270,200 

children of retired workers.

• About 6.5 million persons received benefits based on 

disability—5,544,000 disabled workers, 744,500 disabled adult children, and 207,400 disabled widows and 

widowers. In addition, 151,600 spouses and 1,466,200 

minors and student children of disabled workers 

received benefits.

• The leading causes of disability for disabled workers 

were mental disorders other than mental retardation 

(28 percent), and musculoskeletal conditions (24 percent). About 10 percent had circulatory conditions, and 

an additional 10 percent had diseases of the nervous 

system and sense organs.

• Average monthly benefits for December 2002, including the 1.4 percent COLA increase, were $895 for 

retired workers, $834 for disabled workers, and $861 

for nondisabled widows and widowers. Among retired 

workers, benefits averaged $1,008 for men and $774 

for women. For disabled workers, average benefits 

were $935 for men and $709 for women.

• Average monthly family benefits for December 2002 

were $1,614 for a widowed mother or father and children; $1,401 for a disabled worker, wife, and children; 

and $1,769 for a retired worker, wife, and children.

• Total OASDI benefit payments for calendar year 2002 

were $453.8 billion. Payments from the OASI trust fund 

were $388.1 billion—an increase of 4.2 percent from 

the $372.3 billion paid in 2001.

• Benefit payments from the DI trust fund, from which 

benefits are paid to disabled workers, their spouses, 

and children, increased by 10.2 percent from $59.6 billion in 2001 to $65.7 billion in 2002.

• OASDI benefit awards in calendar year 2002 totaled 

4,335,700, including 1,812,600 to retired workers, 

433,900 to their spouses and children and 873,900 to 

survivors of insured workers. Benefits were awarded to 

750,000 disabled workers and to 465,400 of their 

spouses and children.
Annual Statistical Supplement, 2003 ♦ 3

Supplemental Security Income

Program Trends

• In December 2002, 6,787,900 persons received federally administered SSI payments—99,400 more than 

the previous year. Of the total, 1,995,300 (29.4 percent) were aged 65 or older; 3,877,800 (57.1 percent) 

were blind or disabled aged 18-64; and 914,800 (13.5 

percent) were blind or disabled under age 18.

• The number of blind or disabled aged 18-64 rose by 

66,300 (1.7 percent) between December 2001 and 

December 2002, while the number under age 18 

increased by 33,000 (3.7 percent).

• During 2002, 818,100 persons were awarded federally 

administered payments, an increase of 6.2 percent 

from the previous year. Of the 2002 awards, 533,500 

went to blind or disabled recipients aged 18-64, 

169,100 to those blind or disabled under age 18, and 

115,500 to recipients aged 65 or older.

• Total SSI payments were $34.6 billion in 2002, 

up 4.6 percent from 2001. Federal SSI payments in 

2002 were $29.9 billion (an increase of 4.2 percent 

over the previous year). Federally administered state 

supplementation totaled $3.8 billion (an increase of 

10.4 percent); state-administered supplementation 

totaled $848.0 million, a decrease of 5.3 percent from 

the previous year's totals.

• In 2002, the leading causes of disability among the 

blind or disabled between the ages of 18 and 64 and 

those under age 18 were mental disorders and mental 

retardation. Among recipients between the ages of 18 

and 64, 22.8 percent had mental retardation as the primary diagnosis, and 34 percent were diagnosed with 

another mental disorder. These conditions were also 

the most frequent diagnoses for blind or disabled under 

age 18.

Annual Payment Adjustments

Monthly federal benefit rate, effective January 2003

Individual living in his or her own household $552

Couple with both members eligible $829

Cost-of-living adjustment 1.4 percent

Program Data

Total

Benefits paid in 2002 $34.6 billion

Number of recipients, December 2002 6.9 million

Average benefit, December 2002 $408.64

Federally administered payments

Benefits paid in 2002 $33.7 billion

Number of recipients, December 2002 6.8 million

Average benefit, December 2002 $407.42

Federal SSI payments

Benefits paid in 2002 $29.9 billion

Number of recipients, December 2002 6.5 million

Average benefit, December 2002 $376.76

Federally administered state supplementation

Benefits paid in 2002 $3.8 billion

Number of recipients, December 2002 a 2.5 million

Average benefit, December 2002 $127.53

State-administered supplementation

Benefits paid in 2002 $0.8 billion

Number of recipients, December 2002 b 0.6 million

Average benefit, December 2002 $110.62

a. Includes 2.2 million persons receiving federal SSI and state supplementation and 0.3 million persons receiving state supplementation only.

b. Includes 151,989 persons receiving state supplementation only.
4 ♦ Annual Statistical Supplement, 2003 

Health Care

Medicare

Total benefits paid in calendar year 2002

Hospital Insurance (Part A) $149.9 billion

Supplementary Medical Insurance (Part B) $111.0 billion

Number of enrollees in July 2002 (one or both of Parts A and B) 40.5 million

Aged 34.7 million

Disabled 5.8 million

Administrative costs, 2002

Hospital Insurance

Amount $2.6 billion

As a percentage of total benefits paid 1.7 percent

Supplementary Medical Insurance

Amount $2.2 billion

As a percentage of total benefits paid 2.0 percent

Medicaid

Medical service expenditures in fiscal year 2000 $168.3 billion

Number of unduplicated recipients, fiscal year 2000 42.8 million

Average 2000 vendor payment per unduplicated recipient

Persons aged 65 or older $11,929

Permanently and totally disabled persons $10,559

Dependent children under age 21 $1,358

Average 2000 vendor payment for medical services

Nursing facility services $20,220

Inpatient general hospital care $4,919

Prescribed drugs $975

Physicians services $356
Annual Statistical Supplement, 2003 ♦ 5

Other Social Insurance Programs and Veterans’ Benefits

Unemployment Insurance

Total payments, 2002 $42.1 billion

Average—

Weekly benefit amount (regular programs) $257

Duration of benefits 16.5 weeks

Weekly insured unemployment 3.6 million

Covered employment 126.5 million

Workers' Compensation

Benefit payments, 2001 $49.4 billion

Compensation payments $27.4 billion

Medical and hospitalization $22.0 billion

Benefits paid by— 

Private insurance carriers $27.1 billion

State and federal funds $11.0 billion

Employers' self-insurance $11.3 billion

Covered workers per month 127.0 million

Costs as a percentage of covered payroll 1.39 percent

Temporary Disability Insurance a

Average weekly benefit, 2000

California b

State fund $256

Private plans $399

New York

State fund $146

Private plans $185

a. Programs in effect in California, Hawaii, New Jersey, New York, Rhode Island, Puerto Rico, and the railroad industry.

b. Accounts for half of the workers participating in Temporary Disability Insurance.

(Continued)
6 ♦ Annual Statistical Supplement, 2003 

Black Lung Benefits

Basic benefit to miner or widow $534.60

Maximum family benefit $1,069.20

Part B (claims filed before July 1, 1973)

Number of monthly benefits to miners, widows, and dependents, December 2002 71,600

Total benefits paid, calendar year 2002 $439.3 million

Part C (claims filed July 1, 1973, or later)

Total benefits paid, fiscal year 2002

Disability and survivors benefits $320.0 million

Medical benefits $64.2 million

Veterans' Benefits

Number of veterans with disability compensation or pension, 2002

Service-connected disability 2,398,000

Non-service-connected disability 347,000

Monthly payment in 2003 for—

Service-connected disability

10 percent disability $104

Total disability $2,193

Non-service-connected disability (maximum payment)

Without dependent $807

With one dependent and in need of aid and attendance $1,597
Annual Statistical Supplement, 2003 ♦ 7

Public Assistance Programs

Temporary Assistance for Needy Families

Total payments, 2002 $10.1 billion

Average monthly number of—

Recipients 5.1 million

Families 2.1 million

Average monthly payment

Per recipient $167

Per family $412

Food Stamps

Monthly benefits, beginning October 1, 2003

Four-person household with no income $471

Standard deduction (one-person to four-person households) $134

Fiscal year 2002

Average number of participants 19.1 million

Total benefits $18.3 billion

Low-Income Home Energy Assistance

(Funds issued by the Department of Health and Human Services in fiscal year 2001.)

Block grants to—

50 states and the District of Columbia $1.36 billion

Puerto Rico, Virgin Islands, American Samoa, Guam, and Northern Mariana Islands $1.9 million

Direct block grants to 128 Indian tribes and tribal organizations $12.5 million

Leveraging incentive awards to—

37 states $19.2 million

30 Indian tribes and tribal organizations $1.4 million

Residential Emergency Assistance Challenge (REACH) program awards to—

5 states $4.5 million

8 Indian tribes and tribal organizations $1.2 million

Emergency contingency funds to—

50 states and the District of Columbia $451 million

128 Indian tribes and tribal organizations $4.0 million

Poverty Data

Weighted average poverty thresholds, 2002

Individual, aged 65 or older $8,628

Couple, householder aged 65 or older $10,885

Family of four $18,392

Percentage of population with income below poverty level, 2001

All ages 11.7 percent

Children under age 18 living in families 15.7 percent

Persons aged 65 or older 10.1 percent

Social Security (Old-Age, Survivors

and Disability Insurance) 

Supplemental Security Income 

Medicare 

Medicaid 

Unemployment Insurance 

Workers’ Compensation 

Temporary Disability Insurance 

Black Lung Benefits 

Veterans’ Benefits 

Temporary Assistance

for Needy Families 

Food Stamps 

Low-Income Home Energy

Assistance Program 

SuppDividerb2003.pmd 1 8/30/2004, 10:25 AM

Annual Statistical Supplement, 2003 ♦ 11

Social Security

 (Old-Age, Survivors, and Disability Insurance)

The Old-Age, Survivors, and Disability Insurance (OASDI) 

program provides monthly benefits to qualified retired and 

disabled workers and their dependents, and to survivors of 

insured workers. Eligibility and benefit amounts are determined by the worker's contributions to Social Security. Benefits are paid as an earned right to workers, their families, 

and their survivors. There is no means test to qualify for 

benefits.

At the end of December 2002, 46.4 million people were 

receiving benefits at a rate exceeding $37 billion each 

month (over $454 billion annually). According to the latest 

Social Security Trustees Report, these cash benefits comprised 4.4 percent of the nation's gross domestic product. 

During the same year, approximately 153 million employees and self-employed workers, along with employers, contributed $532.5 billion to the OASDI trust funds—through 

which contributions are credited and benefits are paid.

Social Security benefits are essential to the economic 

well-being of millions of individuals. Social Security pays 

benefits to more than 90 percent of those 65 or older. It is 

the major source of income (providing 50 percent or more 

of total income) for 65 percent of the beneficiaries. It contributes 90 percent or more of income for one-third of the 

beneficiaries and is the only source of income for 20 percent of them.

Contributions and Trust Funds

A person contributes to Social Security either through payroll taxes or self-employment taxes under the Federal 

Insurance Contributions Act (FICA) or the Self-Employed 

Contributions Act (SECA). Employers match the employee 

contribution, while self-employed workers pay an amount 

equal to the combined employer-employee contributions. 

(Self-employed workers receive a special tax deduction to 

ease the impact of paying the higher rate.) There is a maximum yearly amount of earnings subject to OASDI taxes, 

$87,000 in 2003. There is no upper limit on taxable earnings for Medicare Hospital Insurance. Employees whose 

contributions exceed the maximum taxable amount 

because they worked for more than one employer can 

receive refunds of excess FICA payments when they file 

their tax returns.

Taxes are allocated to the Old-Age (Retirement) and 

Survivors Insurance (OASI), the Disability Insurance (DI), 

and the Hospital Insurance (HI) Trust Funds. In addition to 

the taxes on covered earnings, OASI and DI trust fund revenues include interest on trust fund securities, income from 

taxation of OASI and DI benefits, certain technical transfers, and gifts or bequests. By law, the OASI and DI trust 

funds may only be disbursed for:

1. Monthly benefits for workers and their families.

2. Vocational rehabilitation services for disabled beneficiaries.

3. Administrative costs (currently less than 1 percent of 

expenditures).

4. The lump-sum death payment to eligible survivors.

0

Revenue received from FICA payments is transferred 

to the U.S. Treasury. FICA revenue in excess of outlays is 

used to purchase special interest-bearing Treasury bonds. 

These securities remain assets of the trust funds until 

needed to cover Social Security costs.

Structure and Organization

The OASDI program is administered by the Social Security 

Administration (SSA), which became an independent 

agency in 1995. The Commissioner of Social Security 

serves a 6-year term following appointment by the President and confirmation by the Senate. A bipartisan Social 

Security Advisory Board serves to review existing laws and 

policies and commissions studies and issues recommendations intended to anticipate changing circumstances. The 

President appoints three of the seven board members and 

Congress appoints the other four members.

The Social Security Administration is headquartered in 

Baltimore, Maryland. Major headquarter components 

include the National Computer Center that contains SSA's 

mainframe computers that drive our systems, much of the 

executive staff for policy, programs, and systems, as well 

as field support components. SSA's field structure is 

divided into 10 geographic regions containing over 1,300 

field installations in communities throughout the country. 

Office sizes range from large urban offices with 50 or more 

employees to remote resident stations staffed by one or 

two individuals. Each region is headed by a Regional Commissioner and staffed with specialists to handle regional 

administrative tasks and to assist field offices with operational issues. In addition, there are teleservice centers servicing all regions. While physically located within the 

various regions, each teleservice center manages the public's Social Security business from throughout the nation 

using state-of-the-art communications systems. Seven program service centers provide service and support for the 

field offices in some aspects of Social Security's workloads.

Tables 2.F1–2.F11 provide SSA administrative data on 

the agency’s national workforce (Tables 2.F1–2.F3), 

claims workloads (Tables 2.F4–2.F6), delivery of services (Table 2.F7), and its hearings and appeals operations (Tables 2.F8–2.F11).
12 ♦ Annual Statistical Supplement, 2003 

Significant Program Changes

Program changes occur through legislation or (in areas 

where authority is delegated to the Commissioner) through 

regulation.

Changes are often implemented in phases and often 

entail recurring annual changes beyond the initial enactment date or year of first implementation. Rather recent 

changes with a significant and recurring impact are discussed below.

Elimination of Annual Earnings Test for Persons 

Reaching Full Retirement Age

Public Law 106-182, The Senior Citizen's Freedom to Work 

Act of 2000, enacted April 7, 2000, eliminated the earnings 

test beginning with the month a beneficiary attains full 

retirement age (FRA). Elimination of this earnings test is 

effective for taxable years ending after December 31, 1999.

The earnings limit that applies in the year of attainment 

of FRA is based on the limits previously established for persons at FRA through age 69—$30,000 in 2002, and 

$30,720 in 2003. Benefits are withheld at the rate of $1 for 

every $3 of earnings above these exempt amounts. In 

determining earnings for purposes of the annual earnings 

test under this legislation, only earnings before the month 

of attainment of FRA will be considered. The legislation 

also permits retired workers to earn delayed retirement 

credits for any months between the attainment of full retirement age and age 70 for which the worker requests that 

benefits not be paid.

Public Law 106-182 did not change the annual exempt 

amount for beneficiaries who are under FRA throughout 

the year, which continued to be pegged to increases in the 

average wage. This amount increased from $11,280 in 

2002 to $11,520 in 2003. Withholding for beneficiaries subject to this earnings test is at $1 for each $2 of earnings 

over the exempt amounts. Proposed rules were published 

August 25, 2003.

Work Incentives Improvement Act

The Ticket to Work and Work Incentives Improvement Act, 

Public Law 106-170, was enacted on December 17, 1999. 

This legislation provides major enhancements to SSA's 

programs that assist disabled beneficiaries who attempt to 

return to work. It provides beneficiaries more choices in 

vocational rehabilitation and other support services and 

offers expanded health care for beneficiaries who are no 

longer eligible for cash benefits due to work. Effective October 1, 2000, the Act offers extended Medicare coverage to 

beneficiaries who return to work and offers buy-in for Medicaid coverage.

The Ticket to Work provisions of this legislation are 

being phased in over a 3-year period. The Ticket to Work 

will emphasize and encourage rehabilitation efforts and will 

pay private employment service providers for helping beneficiaries achieve specific work-related goals. These providers are called Employment Networks. Most disability 

beneficiaries will receive a Ticket that they may use to 

obtain vocational rehabilitation, job training, or other support services. Individuals may take their ticket to any of the 

Employment Networks that offer services in their communities, or to the State Vocational Rehabilitation Agency. During the first phase, which began in February 2002, SSA 

distributed tickets to beneficiaries in 13 states. In the second phase, which began in November 2002, SSA distributed tickets to beneficiaries in 20 more states and the 

District of Columbia. And during the third phase, which is 

scheduled to begin in November 2003, SSA will distribute 

tickets in the remaining 17 states, along with American 

Samoa, Guam, the Northern Mariana Islands, Puerto Rico, 

and the Virgin Islands. Also beginning January 1, 2001, 

former beneficiaries may have their benefits resumed if the 

benefits were terminated because of work, their work activity ends within 5 years of the month their benefits stopped 

and they are still disabled.

Regulatory Increases in Substantial Gainful Activity 

and in Trial Work Period Amounts

Effective July 1, 1999, the Social Security Administration 

raised from $500 to $700 the amount of monthly earnings 

for a nonblind disabled individual to be considered engaging in substantial gainful activity (SGA). Effective January 

1, 2001, the top SGA level was raised to $740 per month, 

with the provision that ongoing SGA levels will be automatically adjusted annually based on increases in the national 

average wage index. Effective January 1, 2003, the level is 

$800 per month.

The SGA threshold is part of the definition of disability 

that requires an individual to be unable to engage in substantial gainful activity to be eligible for benefits. Earnings 

of more than the top SGA level will ordinarily demonstrate 

that an individual is engaged in SGA. Earnings of less than 

$800 per month will ordinarily demonstrate that an individual is not engaged in SGA.

A different definition of SGA applies to blind persons 

receiving Social Security disability benefits. Increases in 

the SGA amount for blind individuals have long been 

pegged to increases in the national average wage index 

and thus were not affected by the 1999 or subsequent rule 

changes. The level for blind individuals increased from 

$1,300 in 2002 to $1,330 in 2003.

New rules also affect the trial work period (TWP). The 

TWP allows disability beneficiaries to test their ability to 

work for at least 9 months. During the TWP, beneficiaries 

may earn any amount and still receive full benefits. The 

monthly level at which earnings count toward the 9-month 

TWP was raised from $200 to $530 effective January 1, 

2001, with future increases pegged to the national average 

wage index. Effective January 1, 2003, the level is $570. 
Annual Statistical Supplement, 2003 ♦ 13

After completion of 9 trial work months, the SGA level is 

used to determine whether earnings are substantial or not. 

If earnings fall below the SGA level, full benefits generally 

continue. If earnings are higher than the SGA level, cash 

benefits are usually suspended while medical benefits continue.

Coverage and Financing

In 2003, about 153 million persons will work in employment 

or self-employment covered under the OASDI program. In 

recent years, coverage has become nearly universal for 

work performed in the United States, including American 

Samoa, Guam, the Northern Mariana Islands, Puerto Rico, 

and the U.S. Virgin Islands. Approximately 96 percent of 

the American workforce are covered by OASDI. Workers 

excluded from coverage fall into five major categories:

1. Civilian federal employees hired before January 1, 

1984,

2. Railroad workers (who are covered under the railroad 

retirement system, which is coordinated with Social 

Security),

3. Certain employees of state and local governments who 

are covered under their employers' retirement systems,

4. Domestic workers and farm workers whose earnings 

do not meet certain minimum requirements (workers in 

industry and commerce are covered regardless of the 

amount of earnings), and

5. Persons with very low net earnings from self-employment, generally under $400 annually.

0

0

For most employees, taxes are withheld from wages 

beginning with the first dollar earned. The exceptions are 

domestic employees, election workers, and agricultural 

workers. In 2003, a domestic employee must earn $1,400 

from any single employer in a calendar year before FICA is 

withheld. Most election workers must earn $1,200 in 2003 

before FICA is withheld. Most agricultural workers wages 

are covered if the employer pays more than $2,500 in total 

wages in a year or if the individual worker earns over $150 

in a year from a single employer.

Employees, their employers, and the self-employed 

each pay taxes on earnings in covered employment and 

self-employment up to an annual maximum taxable amount 

for OASDI. There is no upper limit on taxable earnings for 

Medicare Hospital Insurance (HI). The OASDI maximum 

taxable amount—$87,000 in 2003—is updated automatically each year in relation to increases in the national average annual wage. The current FICA tax rate applicable to 

both employees and employers is 6.2 percent for OASDI 

(5.30 percent for OASI and 0.9 percent for DI) and 1.45 

percent for HI.

A self-employed person pays the combined employeeemployer rate of 12.4 percent for OASDI and 2.9 for HI 

under the Self-Employment Contributions Act (SECA). Two 

deduction provisions reduce the SECA and income tax liability of self-employed persons. The intent of these provisions is to treat the self-employed in much the same 

manner as employees and employers are treated for purposes of FICA and income taxes. The first provision allows 

a deduction from net earnings from self-employment equal 

to the amount of net earnings before the deduction, times 

one-half the SECA tax rate. The effect of this deduction is 

intended to be analogous to the treatment of the FICA tax 

paid by the employer, which is disregarded as remuneration to the employee for FICA and income tax purposes. 

The second provision allows an income tax deduction, 

equal to one-half of the amount of the SECA tax paid, 

which is designed to reflect the income tax deductibility of 

the employer's share of the FICA tax.

Insured Status

To become eligible for his or her benefit and benefits for 

family members or survivors, a worker must earn a minimum number of credits based on work in covered employment or self-employment. These credits are described as 

quarters of coverage. In 2003, a quarter of coverage (QC) 

is credited for each $890 in annual covered earnings, up to 

a maximum of four QCs for the year. Earnings of $3,560 or 

more in 2003 will give the worker four QCs regardless of 

when the money is actually earned or paid during the year. 

The amount of earnings required for a QC is adjusted autoTable 2.A30 provides related historical data on disability 

program earnings guidelines, including reference to 

recent changes in thresholds for determining SGA.

Table 2.A1 outlines the history of coverage provisions 

and Table 2.A2 provides a history of provisions regarding noncontributory wage credits, mostly for military 

service.

See Table 2.A3 for annual amounts of maximum taxable 

earnings and contribution rates. Table 2.A4 shows historical annual maximum amounts of contributions by 

employees and self-employed persons.

Table 2.A5 describes income tax credits for 1984–1989 

intended to cushion the impact of increases in FICA 

and SECA taxes enacted in 1983. The SECA tax credits 

were replaced, effective 1990, by the deduction provisions described above. Table 2.A6 outlines the history 

of provisions regarding appropriations from general 

revenues and interfund borrowing.
14 ♦ Annual Statistical Supplement, 2003 

matically each year in proportion to increases in the average wage level. 

Fully Insured

Eligibility for most types of benefits requires that the worker 

be fully insured. To be fully insured a worker must have a 

number of QCs at least EQUAL to the number of calendar 

years elapsing between age 21 (or 1950 if later) and the 

year in which he or she reaches age 62, becomes disabled, 

or dies—whichever occurs first. Under this requirement, 

workers who reach age 62 in 1991 or later need the maximum number of 40 QCs to be fully insured. For workers 

who become disabled or die before age 62, the number of 

QCs needed for fully insured status depends on their age at 

the time the worker becomes disabled or dies. A minimum 

of 6 QCs is required regardless of age.

Currently Insured

If a worker dies before achieving fully insured status, benefits can still be paid to qualified survivors if the worker was 

"currently insured" at the time of death. Survivors benefits 

are potentially payable to a worker's children and to a 

widow(er) with the deceased worker’s children in care.) To 

be currently insured, the worker must have earned 6 QCs 

in the 13 quarters ending with the quarter of death (that is, 

6 of the last 13 quarters, including the quarter in which 

death occurred).

Disability Insured

To qualify for disability benefits, a nonblind worker must 

have recent work activity as well as being fully insured. 

Under the test involving recent work experience, a nonblind 

worker who becomes age 31 or later must have earned at 

least 20 QCs among the 40 calendar quarters ending with 

the quarter in which the disability began. In general, workers disabled at ages 24 through 30 must have earned QCs 

in one-half of the calendar quarters elapsing between age 

21 and the calendar quarter in which the disability began. 

Workers under age 24 need 6 QCs in the 12-quarter period 

ending with the quarter of disability onset. Workers who 

qualify for benefits based on blindness need only be fully 

insured. Special rules may apply if the worker had a prior 

period of disability.

International Agreements

The President is authorized to enter into international 

Social Security agreements (also called "totalization" 

agreements) to coordinate the U.S. Old-Age, Survivors, 

and Disability Insurance (OASDI) program with comparable 

programs of other countries. The United States currently 

has Social Security agreements in effect with 20 countries.

Social Security agreements and supplementary

agreements, effective dates

International Social Security agreements have two 

main purposes. First, they eliminate dual Social Security 

coverage, the situation that occurs when a person from one 

country works in another country and is required to pay 

Social Security taxes to both countries on the same earnings. Each agreement includes rules that assign a worker's 

coverage to only one country.

The second goal of the agreement is to help fill gaps in 

benefit protection for workers who have divided their 

careers between the United States and another country. 

Such workers may fail to qualify for Social Security benefits 

from one or both countries because they have not worked 

long enough to meet minimum eligibility requirements. 

Under an agreement, these workers and their family members may qualify for a partial U.S. benefit based on "totalized" (that is, combined) credits from both countries. 

Similarly, workers may qualify for partial benefits from the 

foreign country based on totalized credits.

Benefit Computation and

Automatic Adjustment Provisions

PIA Computation

The primary insurance amount (PIA) is the monthly benefit 

amount payable to the worker upon retirement at full retirement age or upon entitlement to disability benefits. The PIA 

is also the base figure from which monthly benefit amounts 

payable to the worker's family members or survivors are 

determined. The PIA is derived from the worker's annual 

taxable earnings, averaged over a period that encompasses most of the worker's adult years. Until the late 

1970s, the average monthly wage (AMW) was the earnings 

measure generally used. For workers first eligible for benefits after 1978, average indexed monthly earnings (AIME) 

have replaced the AMW as the usually applicable earnings 

measure. The PIA computation based on AIME currently 

involves the following three steps:

Table 2.A7 summarizes the basic provisions concerning 

insured status.

Australia 2002 Italy 1978, 1986

Austria 1991, 1997 Korea 2001

Belgium 1984 Luxembourg 1993

Canada 1984, 1997 Netherlands 1990, 2003

Chile 2001 Norway 1984, 2003

Finland 1992 Portugal 1989

France 1988 Spain 1988

Germany 1979, 1988, 1996 Sweden 1987

Greece 1994 Switzerland 1980, 1989

Ireland 1993 United Kingdom 1985, 1997

Table 5.M1 shows the number of beneficiaries receiving 

totalization payments and their average benefits.
Annual Statistical Supplement, 2003 ♦ 15

1. Indexing of earnings. The worker's annual taxable 

earnings after 1950 are updated, or indexed, to reflect 

the general earnings level in the indexing year—the 

second calendar year before the year in which the 

worker is first eligible; that is, first reaches age 62, 

becomes disabled, or dies. Earnings in years after the 

indexing year are not indexed but instead are counted 

at their actual value. A worker's earnings for a given 

year are indexed by multiplying them by the following 

ratio (indexing factor): The average wage in the 

national economy for the indexing year, divided by the 

corresponding average wage figure for the year to be 

indexed.

2. Determining AIME. The period used to calculate AIME 

equals the number of full calendar years elapsing 

between age 21 (or 1950, if later) and the year of first 

eligibility, usually excluding the lowest 5 years. Workers 

disabled before age 47 have from zero to 4 excluded 

years from the computation. At an absolute minimum, 

2 years are used to compute AIME. The actual years 

used in the computation (the "computation years") are 

the years of highest indexed earnings after 1950, 

including any years before age 22 or after age 61 as 

well as the year of disability or death. AIME is calculated as the sum of indexed earnings in the computation period, divided by the number of months in that 

period.

3. Computing the PIA. The formula used to compute the 

PIA from AIME is weighted to provide a higher PIA-toAIME ratio for workers with comparatively low earnings. The formula applies declining percentage conversion rates to three AIME brackets. For workers who 

reach age 62, become disabled, or die in 2003, the formula provides a PIA equal to the sum of:

90 percent of the first $606 of AIME, plus

32 percent of the next $3,047 of AIME, plus

15 percent of AIME over $3,653.

0 

Beginning with the first year of eligibility, the PIA is 

increased by cost-of-living adjustments (COLAs).

The dollar amounts defining the AIME brackets are 

referred to as "bend points." These bend points (as 

described in Table 2.A11) are updated automatically each 

year in proportion to increases in the national average 

wage level. This automatic adjustment ensures that benefit 

levels for successive generations of eligible workers will 

keep up with rising earnings levels, thereby assuring consistent rates of earnings replacement from one generation 

of beneficiaries to the next.

The benefit formula applicable to a worker depends on 

the year of eligibility (or death) rather than on the year benefits are first received. Thus the PIA of a worker retiring at 

FRA in 2003 is calculated using the benefit formula that 

applies to all workers first eligible in 2000 (the "year of 

attainment" of age 62). The PIA derived from that formula is 

then increased by the COLAs effective for December, 

2000, 2001 and 2002 to obtain the PIA effective at FRA. 

Subsequent recomputations of the worker's benefit, including additional earnings not originally considered, delayed 

retirement credits or additional COLA increases, all refer to 

the basic computation that originally applied, based on the 

year of attainment.

Beginning in 1981, benefits have been rounded to the 

next lower ten cents at each step in the computation. The 

final benefit payment is rounded to the next lower dollar 

amount (if not already an even dollar). Prior to 1981, benefits were paid in ten-cent increments after rounding up to 

the next dime in each computation step.

A cost-of-living increase in benefits generally is established each year if the consumer price index for urban 

wage earners and clerical workers (CPI-W), prepared by 

the Department of Labor, indicates a percentage increase 

(after rounding) of at least 0.1 percent between two specified quarters. The arithmetical mean of the CPI-W for July, 

August, and September in the year of determination is 

compared with the arithmetical mean of the CPI-W for the 

later of (a) July, August, and September in the year in 

which the last effective cost-of-living increase was established or (b) the 3 months of the calendar quarter in which 

the effective month of the last general benefit increase 

occurred. The percentage increase in the CPI-W, rounded 

to the nearest 0.1 percent, represents the size of the 

increase in benefits, effective for December of the year in 

which the determination is made.

Table 2.A8 shows the indexing factors applicable to the 

earnings of workers who were first eligible in 1990– 

2003. Table 2.A9 shows indexed earnings for workers 

first eligible in 1996–2003 who had maximum taxable 

earnings in each year after 1950. For a detailed description of an AIME computation, see Appendix D, "Computing a Retired-Worker Benefit."

Table 2.A10 provides a historical outline of provisions 

related to AIME and AMW and describes variations in 

the number of dropout years. Tables 2.A15 and 2.A16

describe AMW benefit computations based on the 

worker's nonindexed earnings after 1936 and 1950, 

respectively. (Very few persons currently being awarded 

benefits have PIAs computed under these old-start or 

new-start computation methods. These methods, particularly the new-start method shown in Table 2.A16, are 

more frequently applicable in earnings recomputations 

for workers who reached age 62 before 1979.)

Table 2.A11 shows the PIA formula and first applicable 

COLA for workers first eligible in 1979 or later.
16 ♦ Annual Statistical Supplement, 2003 

Under certain conditions, depending on the size of the 

combined OASDI trust funds relative to estimated disbursements, the applicability and size of a cost-of-living adjustment may be determined under an alternative method, 

called the "stabilizer provision." In no case, however, are 

benefits reduced below the level of benefits in the year of 

determination. Historically, this provision has never been 

triggered.

Alternative PIA Computation Provisions

Special minimum PIA. Workers with low earnings but 

steady attachment to the workforce over most of their adult 

years may qualify for monthly benefits based on the special 

minimum PIA computation. This computation does not 

depend on the worker's average earnings, but on the number of coverage years—years in which the worker had 

earnings equal to or above a specified amount. The level of 

the special minimum PIA is the same for workers having 

the same number of coverage years, regardless of age or 

year of first eligibility. Increases in the special minimum PIA 

are linked to cost-of-living adjustments (COLAs).

0

Windfall Elimination Provision (WEP). The WEP affects 

persons who receive a pension based on noncovered work 

after 1956 and Social Security benefits. First eligibility for 

the noncovered pension and Social Security benefits must 

be after December 31, 1985 for WEP to apply. WEP 

reduces the Social Security PIA upon which OASDI benefits are based and affects all benefits paid on that record, 

except survivors. The WEP reduction ceases when entitlement to the pension payment ends, the wage earner dies, 

or the wage earner earns a total of 30 years of substantial 

Social Security earnings. The WEP reduction amount is 

never more than one-half of the noncovered pension.

A WEP PIA is generally based on 40 percent of the first 

bend point instead of 90 percent as with the regular PIA:

Example: A retired worker with a noncovered pension of $2,000 a month and less than 20 years of 

covered employment attains age 62 in 2003.

Normal PIA, based on AIME of $800.

$606 x .90 = $545.40

$194 x .32 = $62.08

PIA = $607.40

WEP PIA, based on AIME of $800.

$606 x .40 = $242.40

$194 x .32 = $62.08

PIA = $304.40

If a worker has more than 20 years of substantial covered earnings, the WEP PIA begins to increase. With the 

21st year of substantial covered earnings, the first bend 

point percentage is increased by 5 percentage points. This 

rate of increase applies for each additional year of substantial covered earnings, through the 30th year of substantial 

earnings at which point WEP no longer applies. After 23 

years of substantial coverage, for example, the first bend 

point percentage would be 55 percent. Thirty years of substantial earnings would yield a first bend point percentage 

of 90 percent (the normal percentage of the first bend 

point).

Examples of pensions subject to WEP are U.S. Civil 

Service Retirement System annuities, retirement benefits 

based on foreign earnings, and state and local pensions 

based on noncovered earnings.

Family maximum provisions. Monthly benefits payable to 

the worker and family members or to the worker's survivors 

are subject to a maximum family benefit amount. The family maximum level for retired-worker families or survivor 

families usually ranges from 150 percent to 188 percent of 

the worker's PIA. The maximum benefit for disabled-worker 

families is the smaller of (1) 85 percent of AIME (or 100 

percent of PIA, if larger) or (2) 150 percent of the PIA.

Like the formula for determining the PIA, the maximum 

family benefit formula applicable to a worker depends on 

the year of first eligibility (that is, the year of attainment of 

age 62, onset of disability, or death). Once the worker's 

maximum family benefit amount for the year of first eligibility is determined, it is updated in line with the COLAs.

Table 2.A18 presents a history of provisions relating 

to the automatic adjustment of benefits, including a 

description of the stabilizer provision. In addition, 

the Table includes a summary history and description of 

provisions relating to the annual automatic adjustment of 

(1) the maximum amount of taxable and creditable earnings, (2) the dollar amount needed to establish a quarter 

of coverage, (3) the bend points defining the AIME 

brackets in the PIA formula and the PIA brackets in the 

maximum family benefit formula, and (4) the exempt 

amounts under the earnings (retirement) test. 

All of these adjustments are linked to increases in the 

level of the national average annual wage, rather than to 

increases in the CPI. Table 2.A19 illustrates the cumulative effect of statutory and automatic increases in benefits for workers who have been in benefit status over 

varying time periods.

See Table 2.A12 for additional information on the 

special minimum PIA.

Table 2.A11.1 provides more detail about the WEP 

computation and contains the amounts of substantial 

earnings for years after 1990. Substantial earnings for 

earlier years are listed in Table 2.A12.
Annual Statistical Supplement, 2003 ♦ 17

Benefit Types and Levels

Retired and Disabled Workers

The full retirement age (FRA) is the earliest age at which an 

unreduced retirement benefit is payable (sometimes 

referred to as the "normal retirement age"). The age for full 

retirement benefits is scheduled to rise gradually from age 

65 to age 67, with the first incremental increase affecting 

workers who reached age 62 in the year 2000. Workers 

over age 62 who retire before FRA can receive reduced 

benefits. The monthly rate of reduction from the full retirement benefit (that is, the PIA) is 5/9 of 1 percent a month 

for the first 36 months immediately preceding FRA. The 

reduction rate is 5/12 of 1 percent a month for any additional months. The maximum overall reduction for early 

retirement will have risen from 20 percent to 30 percent by 

2022, when age 67 becomes the full retirement age.

If a disabled worker receives a reduced retirement benefit for months before disability entitlement, the disability 

benefit is reduced by the number of months for which he or 

she received the reduced benefit.

For workers who postpone their retirement beyond the 

full retirement age, benefits are increased for each month 

of nonpayment beyond that age and age 70. This increase 

is called a "delayed retirement credit," and is potentially 

available for any or all months following attainment of the 

full retirement age (maximum of 60 months for persons 

who attained age 65 prior to 2003). The annual rate of 

increase for delayed retirement credits is 7 percent for 

workers who reach age 62 in 2002, and 7 1/2 percent for 

workers who reach age 62 in 2003 and 2004. The rate will 

rise to 8 percent for workers reaching age 62 in 2005 or 

later.

Spouses and Children of Workers

Spouses receive 50 percent of the worker's PIA (regardless 

of the worker's actual benefit amount), if the spouse has 

attained the full retirement age at entitlement to spousal 

benefits. The spouse of a retired or disabled worker can 

elect monthly benefits as early as age 62. These benefits 

are reduced at the rate of 25/36 of 1 percent a month for 

the first 36 months immediately preceding FRA and 5/12 of 

1 percent for each additional month. The maximum overall 

reduction for early retirement will have risen from 25 percent to 35 percent by 2022, when age 67 becomes the full 

retirement age (FRA) for spouses attaining age 62 in that 

year.

Children of retired or disabled workers are also eligible 

to receive monthly benefits. The term "child" refers to a 

child under the age of 18, a child aged 18–19 attending elementary or secondary school full time, or to an adult child, 

aged 18 or older, who was disabled prior to age 22. In addition, young spouses (that is, those under the age of 62) 

who care for a worker's entitled child may also be eligible. 

For purposes of defining young spouses' benefits, the term 

"child" refers to a child under age 16, or to an adult child of 

the worker who was disabled prior to age 22. Children of 

retired or disabled workers can receive up to 50 percent of 

the worker's PIA, as can young spouses. (The benefit of a 

young spouse is not reduced for age.) Monthly benefits 

payable to the spouse and children of a retired or disabled 

worker are limited to a family maximum amount, as discussed earlier.

Benefits are payable to unmarried divorced spouses of 

retirement age who were married at least 10 years to the 

worker. A divorced spouse benefit is excluded from family 

maximum provisions. Divorced spouses age 62 or older 

and divorced for 2 or more years (after marriage of 10 or 

more years) may be independently entitled on the record of 

the ex-spouse if the ex-spouse could be entitled if he or she 

applied.

Survivors Benefits

Widows and widowers of fully insured workers are eligible 

for unreduced benefits at full retirement age (FRA). As with 

retired workers and spouses, widow(er)s' FRA will gradually increase to age 67. Widows and widowers can elect 

reduced monthly benefits at age 60 or, if disabled, as early 

as age 50. Surviving divorced spouses can also receive 

benefits if married to the worker for at least 10 years and 

not remarried before age 60 (age 50 if disabled).

For survivors whose full benefit retirement age is 65, 

the monthly rate of reduction for the first 60 months immediately preceding FRA is 19/40 of 1 percent of the worker's 

PIA, with a maximum reduction of 28.5 percent at age 60. 

For survivors whose full benefit retirement age is over 65, 

the amount of reduction for each month prior to FRA is 

adjusted accordingly to ensure that the maximum reduction 

at age 60 remains 28.5 percent of the worker's PIA.

Benefits for widows and widowers are increased if the 

deceased worker delayed retirement beyond the FRA. In 

these cases, the survivor benefits include any delayed 

retirement credits the deceased worker had earned. Conversely, if the worker had elected early retirement, 

widow(er)s' benefits are limited for widow(er)s first entitled 

to survivors benefits at age 62 or later. For these beneficiaries, the benefit is the higher of 82.5 percent of the worker's 

PIA or the amount the worker would be receiving if still 

For information on family maximum provisions, as 

described here, see Table 2.A13 (comparison of family 

maximums to the PIAs on which they are based) and 

Table 2.A14 (disability family maximums). Table 2.A17

shows the maximum family benefit amounts applicable 

in cases of first eligibility before 1979.
18 ♦ Annual Statistical Supplement, 2003 

alive. Disabled widow(er)s ages 50–60 receive the age 60 

widow's rate (71.5 percent of PIA) regardless of their age at 

the time of entitlement.

Children of deceased workers and mothers and fathers 

under FRA are eligible to receive monthly benefits up to 75 

percent of the worker's PIA if the worker died either fully or 

currently insured. Mothers and fathers must be caring for 

the worker's entitled child who is either under age 16 or disabled. A dependent parent aged 62 or older is eligible for 

monthly benefits equal to 82.5 percent of the worker's PIA. 

Each of two dependent parents can qualify for benefits 

equal to 75 percent of the deceased worker's PIA. Monthly 

benefits payable to survivors are reduced to conform to the 

family maximum benefit payable on the deceased worker's 

account. Benefits for a surviving divorced spouse, however, 

are disregarded when computing the maximum family 

benefit.

Provisions for Railroad Retirement Board Beneficiaries

The OASDI tables do not include a number of persons 

receiving Railroad Retirement benefits who would be eligible for Social Security benefits had they applied. The reason they have not applied is that receipt of a Social 

Security benefit would reduce their Railroad Retirement 

benefit by a like amount. The number of persons is not 

available but is estimated to be less than 100,000.

The Railroad Retirement Act of 1974, effective January 

1, 1975, provided that the regular annuity for employees 

with 10 or more years of railroad service who retired after 

December 31, 1974, will consist of two components.

Public Law 107-90 (the 2001 amendments to the Railroad Retirement Act of 1974) effective January 1, 2002, 

revised the railroad service work requirement. The railroad 

service work requirement is 10 or more years of railroad 

service or, effective January 1, 2002, at least 5 years of railroad service after December 31, 1995. The two components are unchanged:

• Tier 1. A basic Social Security level component equivalent to what would be paid under the Social Security 

Act on the basis of the employee's combined railroad 

and nonrailroad service, reduced by the amount of any 

monthly benefit under OASDI actually paid on the basis 

of nonrailroad work; and

• Tier 2. A "private pension" component payable over 

and above the Social Security equivalent, calculated 

on the basis of the number of years of railroad service.

Effect of Current Earnings on Benefits

Beneficiaries under the full retirement age (FRA) with earnings in excess of certain exempt amounts may have all or 

part of their benefits withheld as a result of the annual earnings test (AET) provisions of the Social Security Act. For 

those at or above FRA, however, there have been recent 

changes to AET provisions. Amendments in 1996 eased 

the impact of AET provisions, while changes in 2000 

removed the AET altogether for beneficiaries FRA or older. 

Public Law 104-121, enacted March 29, 1996, substantially 

raised the exempt amounts under the annual earnings test 

for persons who have reached full retirement age. These 

amounts are $12,500 in 1996; $13,500 in 1997; $14,500 in 

1998; $15,500 in 1999; $17,000 in 2000; $25,000 in 2001; 

and $30,000 in 2002. After 2002, the annual exempt 

amount is indexed to the growth in average wages. In 

2003, the indexed amount is $30,720. Benefits are withheld 

at the rate of $1 in benefits for every $3 of earnings above 

the FRA exempt amount. Public Law 106-182, enacted 

April 7, 2000, eliminated the earnings test beginning with 

the month a beneficiary reaches FRA. In determining 

annual earnings for purposes of the annual earnings test, 

only earnings before the month of attainment of FRA will be 

counted.

Public Laws 104-121 and 106-182 did not change the 

annual exempt amount for beneficiaries who are under 

FRA throughout the year. This annual amount continues to 

be pegged to increases in average wages. The amount 

was $11,280 in 2002 and is $11,520 in 2003. When the 

annual earnings limit affects working beneficiaries under 

FRA, benefits are withheld at the rate of $1 for every $2 of 

earnings above the exempt amount.

Individuals have the option to receive reduced benefits 

under a monthly earnings test if it is to their advantage to 

do so. This option is usually exercised in the first year of 

retirement, because in that year the monthly test permits 

payment for some months even if the annual earnings limit 

is greatly exceeded. Under the monthly test, beneficiaries 

receive a full monthly benefit for months in which they do 

not earn over an amount equal to 1/12 of the annual earnSee Table 2.A20 for more information on the increases 

in the full (or normal) retirement age for workers. Table 

2.A21 describes age-related reductions for dependent 

beneficiaries, as does Table 2.A22 (widow(er)s). Additionally, Tables 2.A23 and 2.A24 show the history of legislation relating to special monthly benefits payable to 

certain persons born before January 2, 1900. Table 

2.A25 summarizes the history of certain OASDI benefits 

other than monthly benefit payments. Table 2.A26 presents illustrative monthly benefit amounts for selected 

beneficiary families, based on hypothetical earnings histories representing five different earnings levels. Table 

2.A27 shows minimum and maximum monthly benefits 

payable to retired workers retiring at age 62 in various 

years beginning with 1957 (the first full year benefits 

became available at age 62). Table 2.A28 shows minimum and maximum monthly benefits payable to retired 

workers retiring at age 65 in various years beginning 

with 1940. 
Annual Statistical Supplement, 2003 ♦ 19

ings limit. The monthly earnings test is applied to the selfemployed based on hours they work instead of monthly 

earnings. Generally, beneficiaries are eligible for the 

monthly earnings test in only one year.

Beneficiaries entitled on the basis of their own disability—disabled workers, disabled adult children, and disabled 

widow(er)s—are not subject to the earnings test. Substantial earnings by disabled beneficiaries, however, may indicate that they are able to do work that constitutes 

substantial gainful activity (SGA) and are therefore no 

longer disabled. Although other factors are considered, 

numerical earnings thresholds are used in a determination 

of SGA.

Taxation of Benefits

Up to 85 percent of Social Security benefits may be subject 

to federal income tax depending on the beneficiary's 

income, marital status, and filing status. The definition of 

income for this provision is as follows: Adjusted gross 

income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with 

further modification of adjusted gross income in some 

cases involving certain tax provisions of limited applicability 

among the beneficiary population, plus one-half of Social 

Security and Tier 1 Railroad Retirement benefits.

For married beneficiaries filing jointly with adjusted 

gross income under $32,000 a year, no Social Security 

benefits are subject to taxation. If adjusted gross income 

exceeds $32,000 but is under $44,000, the amount of benefits included in gross income is the lesser of one-half of 

income over $32,000. If a couple's adjusted gross income 

exceeds $44,000, the amount of benefits included in gross 

income is 85 percent of income over $44,000 plus the 

lesser of $6,000 or one-half of benefits. However, no more 

than 85 percent of benefits are subject to income tax. The 

income thresholds for single beneficiaries are $25,000 and 

$32,000.

If members of a married couple are filing separately, 

they do not have a minimum threshold if they lived together 

any time during the tax year. The amount of benefits 

included in gross income is the lesser of 85 percent of 

Social Security or Tier 1 Railroad Retirement benefits, or 85 

percent of all income as defined above. Like all matters 

dealing with tax liability, taxation of Social Security benefits 

fall under the jurisdiction of the Internal Revenue Service.

CONTACT: Curt Pauzenga (410) 965-7210 or

Joseph Bondar (410) 965-0162.

Table 2.A29 provides historical detail on the retirement 

test.

Table 2.A30 provides historical thresholds for determining substantial gainful activity (SGA).

Table 2.A31 shows the history of provisions related to 

taxation of Social Security benefits. Table 2.A32 offers 

examples to illustrate when benefits are taxable and the 

amount subject to taxation.
20 ♦ Annual Statistical Supplement, 2003 

Supplemental Security Income

Program Overview

The Supplemental Security Income (SSI) program provides income support to persons aged 65 or older, blind or 

disabled adults, and blind or disabled children. Eligibility 

requirements and federal payment standards are nationally 

uniform. The 2003 federal SSI benefit rate for an individual 

living in his or her own household and with no other countable income is $552 monthly; for a couple (with both husband and wife eligible), the SSI benefit rate is $829 

monthly.

Payments under SSI began in January 1974. It 

replaced the former federal-state adult assistance programs in the 50 states and the District of Columbia. Under 

SSI each eligible person is provided a monthly cash payment based on a statutory federal benefit rate. Since 1975, 

these rates have been increased by the same percentage, 

as the cost-of-living increases in OASDI benefits. If an individual or couple is living in another person's household and 

is receiving both food and shelter from the person in whose 

household they are living, the federal benefit rate is 

reduced by one-third. This is done instead of determining 

the actual dollar value of the in-kind support and maintenance.

For institutionalized persons, the eligibility requirements and payment standards depend on the type of institution. With some exceptions, inmates of public institutions 

are ineligible for SSI. For persons institutionalized for a 

complete calendar month, a maximum federal SSI payment 

of $30 per month applies where (1) the institution receives 

a substantial part of the cost of the person's care from the 

Medicaid program, or (2) the institution receives payments 

from private health insurance on behalf of a recipient under 

age 18. Other eligible persons in institutions may receive 

up to the full federal benefit rate.

The federal payment is based on the individual's countable income. The first $20 monthly in OASDI benefits or 

other earned or unearned income is not counted. Also 

excluded is $65 monthly of earnings plus one-half of any 

earnings above $65. For example, a person living in his or 

her own household, whose sole income is a $200 monthly 

OASDI benefit, would receive $372 in federal SSI payments:

0

$552 - ($200 - $20) = ($552 - $180) = $372.

0

A person whose income consists of $500 in gross 

monthly earnings would receive $344.50 in federal SSI 

payments:

0

(($500 - $85) / 2) = $207.50 countable earnings

FBR $552 - $207.50 = $344.50 federal SSI

0

Individuals generally are not eligible for SSI if they 

have resources in excess of $2,000 (or $3,000 for a couple). Certain resources are excluded, most commonly a 

home, an automobile, and household goods and personal 

effects of reasonable value. States have the option to supplement the federal SSI payment for all or selected categories of persons, regardless of previous state program 

eligibility. 

CONTACT: Paul S. Davies (410) 966-0299.

SSI: History Of Provisions

Basic Eligibility Requirements

1972 (Public Law 92-603, enacted October 30). An individual may qualify for payments on the basis of age, blindness, or disability.

Aged: Any person aged 65 or older.

Blind: Any person with 20/200 or less vision in the better eye with the use of correcting lenses, or with tunnel 

vision of 20 degrees or less. An individual transferred 

from a state Aid to the Blind (AB) program is eligible if 

he/she received such state aid in December 1973 and 

continues to meet the October 1972 state definition of 

blindness.

Disabled: Any person unable to engage in any substantial gainful activity by reason of any medically 

determinable physical or mental impairment expected 

to result in death or that has lasted or can be expected 

to last for a continuous period of at least 12 months. 

For a child under age 18, eligibility is based on disability of severity comparable with that of an adult. An individual transferred from a state Aid to the Permanently 

and Totally Disabled (APTD) program to SSI is also eligible if he/she received such state aid in December 

1973 and continues to meet the October 1972 state 

definition of disability.

1973 (Public Law 93-233, enacted December 31). Only 

persons who had received APTD before July 1973 and 

were on the rolls in December 1973 may receive SSI 

on the basis of the state definition of disability; those 

who became eligible for state aid from July to December 1973 must meet the federal definition of disability.

1980 (Public Law 96-265, enacted June 9). A disabled 

recipient who loses federal SSI eligibility because of 

earnings at the substantial gainful activity level may 

continue to receive a special benefit under section 

1619 and retain eligibility for Medicaid under Title XIX 

of the Social Security Act. This special benefit status 

may continue as long as the recipient has the disabling
Annual Statistical Supplement, 2003 ♦ 21

impairment and meets all nondisability SSI eligibility 

criteria. states have the option of supplementing this 

special benefit.

This provision of the law was in effect from January 1, 

1981, through December 31, 1983. Beginning in January 1984, under a 1-year demonstration project, this 

provision was continued for persons already eligible for 

either regular SSI payments or special monthly benefits.

1984 (Public Law 98-460, enacted October 9). The special 

benefit and Medicaid provisions of the 1980 legislation 

were extended through June 30, 1987 (retroactive to 

January 1, 1984).

1986 (Public Law 99-643, enacted November 10). The special benefit and Medicaid provisions of the 1980 

amendments are made permanent. The provisions 

were amended effective July 1, 1987, with significant 

modifications to simplify administration and to allow 

free movement between regular SSI disability payments and either the special cash benefit or Medicaid 

eligibility under section 1619. The distinction between a 

disabled person eligible for regular SSI payments and 

one eligible for 1619(a) is that the latter has several 

months with gross earnings above the SGA level. Previously, section 1619(a) status required completion of a 

trial work period and the determination that the work 

was SGA.

1996 (Public Law 104-193, enacted August 22). For individuals under age 18, the “comparable severity” standard is eliminated and replaced with a requirement that 

a child be considered disabled if he/she has a medically determinable impairment that results in “marked 

and severe functional limitations,” and meets the existing statutory duration requirement. The law also eliminates references to “maladaptive behaviors” in the 

Listing of Impairments for children, and discontinues 

the use of individualized functional assessments for 

children.

SSI eligibility is prohibited for an individual in any 

month during which such an individual is a fugitive 

felon, fleeing prosecution, or violating state or federal 

conditions of probation or parole. In addition, SSI eligibility is prohibited for 10 years for those convicted of 

fraudulently claiming residence to obtain benefits 

simultaneously in two or more states.1

Other Eligibility Provisions

Citizenship and Residence

1972 (Public Law 92-603, enacted October 30). The individual must reside within one of the 50 states or the 

District of Columbia and be a citizen or an alien lawfully 

admitted for permanent residence or permanently 

residing in the United States under color of law. Persons living outside the United States for an entire calendar month lose their eligibility for such a month.

1976 (Public Law 94-241, enacted March 24). Eligibility for 

SSI is extended to residents of the Northern Mariana 

Islands, effective January 9, 1978.

1980 (Public Law 96-265, enacted June 9). The income 

and resources of the immigration sponsors of aliens 

applying for SSI are considered in determining eligibility for and the amount of payment. After allowances for 

the needs of the sponsor and his/her family, the 

remainder is deemed available for the support of the 

alien applicant for a 3-year period after admission to 

the United States for permanent residence. This provision does not apply to those who become blind or disabled after admission, to refugees, or to persons 

granted political asylum. (See section “Deeming of 

Income and Resources” for subsequent changes to 

sponsor-to-alien deeming provisions.)

1989 (Public Law 101-239, enacted December 19). SSI eligibility is continued for a disabled or blind child who 

was receiving SSI benefits while living in the United 

States and is now living with a parent who is a member 

of the U.S. Armed Forces assigned to permanent duty 

ashore outside the United States, but not where the 

parent is stationed in Puerto Rico or the territories and 

possessions of the United States.

1993 (Public Law 103-66, enacted August 10). Above provision made applicable where the parent is a member 

of the U.S. Armed Forces and stationed in Puerto Rico 

or the territories and possessions of the United States.

1996 (Public Law 104-193, enacted August 22). Prohibits 

SSI eligibility for anyone who is not a U.S. citizen or 

national unless they are in a “qualified alien” category 

and meet one of certain exceptions such as lawful permanent residents who earn or can be credited with 40 

qualifying quarters of earnings, certain refugee type 

categories eligible for up to 5 years of time limited eligibility, or active duty U.S. military or veterans and their 

spouses and children. Extends eligibility for aliens 

receiving SSI as of August 22, 1996 (the enactment 

date of the law) for 1 year after the enactment date for 

those aliens found ineligible under the new standards.

(Public Law 104-208, enacted September 30). Amends 

Public Law 104-193 to add to the list of “qualified 

aliens” certain noncitizens (and their children) who 

have been battered or subjected to extreme cruelty by 

1. This last provision was repealed in 1999 by Public Law 106-169 and 

replaced with a provision providing for nonpayment of benefits for up to 

24 months for knowingly making false or misleading statements regarding 

material facts.
22 ♦ Annual Statistical Supplement, 2003 

a spouse or parent or a member of the spouse’s or parent’s family living in the same household.

1997 (Public Law 105-18, enacted June 12). Extends eligibility for aliens receiving SSI as of August 22, 1996, 

until September 30, 1997, for those found ineligible 

under the new alien standards of Public Law 104-193.

(Public Law 105-33, enacted August 5). Further 

amends Public Law 104-193 to add Cuban and Haitian 

entrants, and the child of a parent who has been battered or subjected to extreme cruelty, to the list of qualified aliens. Provides that Cuban and Haitian entrants 

and Amerasian immigrants qualify for time limited eligibility, and increases the time limit from 5 to 7 years for 

all time-limited categories. Additional exceptions are 

added for qualified aliens: (1) lawfully residing in the 

United States and receiving SSI benefits on August 22, 

1996; and (2) lawfully residing in the United States on 

August 22, 1996 and meeting the definition of blind or 

disabled in the Social Security Act.

Certain noncitizen American Indians are excepted from 

the alien nonpayment provisions of Public Law 104-

193.

Extends eligibility for “nonqualified aliens” receiving 

SSI as of August 22, 1996, until September 30, 1998.

1998 (Public Law 105-306, enacted October 28). Permanently extends eligibility of all remaining “nonqualified 

aliens” who were receiving SSI benefits when Public 

Law 104-193 was enacted on August 22, 1996.

2000 (Public Law 106-386, enacted October 28). Noncitizens, regardless of their immigration status, may be eligible for SSI to the same extent as refugees, if they are 

determined to be victims of “severe forms of trafficking 

in persons.”

Other Benefits

1980 (Public Law 96-272, enacted June 17). SSI applicants 

and recipients are not required as a condition of eligibility to elect to receive Veterans Administration pensions 

under the Veterans and Survivors’ Pension Improvement Act of 1978 if the state of residence lacks a medically-needy program under Title XIX.

Drug Addiction and Alcoholism (DA&A)

1972 (Public Law 92-603, enacted October 30). Any disabled individual who has been medically determined to 

be an alcoholic or drug addict must accept appropriate 

treatment, if available, in an approved facility and demonstrate compliance with conditions and requirements 

for treatment.

SSI payments are required to be made through a representative payee—another person or public or private 

agency designated by SSA to manage the recipient’s 

benefit on his/her behalf.

1994 (Public Law 103-296, enacted August 15). Any individual who is receiving SSI based on a disability where 

drug addiction or alcoholism is a contributing factor 

material to the finding of disability must comply with the 

DA&A treatment requirements. The individual must 

accept appropriate treatment when it is available and 

comply with the conditions and terms of treatment. 

Instances of noncompliance with the requirements 

result in progressively longer payment suspensions. 

Before payments can resume, the individual must demonstrate compliance for specific periods; 2 months, 3 

months, and 6 months, respectively, for the first, second, third, and subsequent instances of noncompliance. An individual who is not in compliance with the 

DA&A treatment requirements for 12 consecutive 

months shall not be eligible for payments; however, this 

does not prevent such individuals from reapplying and 

again becoming eligible for payments.

SSI disability payments based on DA&A are also limited to a total of 36 benefit months (beginning March 

1995) regardless of whether appropriate treatment is 

available. Months for which benefits are not due and 

received do not count towards the 36-month limit.

Payments based on DA&A must be made to a representative payee. Preference is required to be given to 

community based nonprofit social service agencies 

and federal, state, or local government agencies in representative payee selection. These agencies when 

serving as payees for individuals receiving payments 

based on DA&A may retain the lesser of 10 percent of 

the monthly benefit or $58 (indexed to the consumer 

price index (CPI)) as compensation for their services.

Establishment of one or more referral and monitoring 

agencies for each state is required.

1996 (Public Law 104-121, enacted March 29). An individual is not considered disabled if DA&A is a contributing 

factor material to a finding of disability.

Applies DA&A representative payee requirements 

enacted under Public Law 103-296 to disabled SSI 

recipients who have a DA&A condition and are incapable of managing their benefits. In addition, these recipients shall be referred to the appropriate state agency 

administering the state plan for substance abuse treatment.

Institutionalization

1972 (Public Law 92-603, enacted October 30). An individual who is an inmate of a public institution is ineligible 

for SSI payments unless the institution is a facility 

approved for Medicaid payments and is receiving such 

payments on behalf of the person. Under regulations, 
Annual Statistical Supplement, 2003 ♦ 23

the Medicaid payment must represent more than 50 

percent of the cost of services provided by the facility to 

the individual.

1976 (Public Law 94-566, enacted October 20). An inmate 

of a publicly operated community residence serving no 

more than 16 persons may, if otherwise eligible, 

receive SSI.

1983 (Public Law 98-21, enacted April 20). Payments may 

be made to persons who are residents of public emergency shelters for the homeless for a period of up to 3 

months in any 12-month period.

1986 (Public Law 99-643, enacted November 10). Effective 

July 1, 1987, disabled or blind recipients who were 

receiving special SSI payments or had special SSI 

recipient status under section 1619 in the month preceding the first full month of institutionalization, may 

receive payments based on the full federal benefit rate 

for the initial 2 full months of institutionalization, if they 

reside in certain public medical, psychiatric, or Medicaid facilities or in private Medicaid facilities.

1987 (Public Law 100-203, enacted December 22). Effective January 1, 1988, payments may be made to persons who are residents of public emergency shelters 

for the homeless, for up to 6 months in a 9-month 

period.

Effective July 1, 1988, continued payment of SSI benefits for up to 3 months is permitted, at the rate that was 

applicable in the month prior to the first full month of 

institutionalization, for individuals whose expected 

institutional stay on admission is not likely to exceed 3 

months, as certified by a physician, and for whom the 

receipt of benefits is necessary to maintain living 

arrangements to which they may return.

1996 (Public Law 104-193, enacted August 22). Effective 

December 1996, institutionalized children under age 18 

whose private health insurance is making payments to 

the institution may receive no more than $30 per month 

in federal SSI.

Vocational Rehabilitation and Treatment

1972 (Public Law 92-603, enacted October 30). Blind or 

disabled individuals receiving federal SSI benefits who 

are under age 65 must be referred to the state agency 

providing services under the Vocational Rehabilitation 

Act and must accept the services offered. States are 

reimbursed for the cost of services.

1976 (Public Law 94-566, enacted October 20). Blind or 

disabled children under age 16 must be referred to the 

state agency administering crippled children’s services 

or to another agency designated by the state. States 

are reimbursed for the cost of services.

Of funds provided for these services, at least 90 percent must be used for children under age 6 or for those 

who have never attended public schools.

1980 (Public Law 96-265, enacted June 9). Disabled SSI 

recipients who medically recover while enrolled in 

approved vocational rehabilitation programs of state 

VR agencies may continue to receive benefits during 

their participation in such programs if the Commissioner of Social Security determines that continuation 

in the program will increase the probability that they 

leave the rolls permanently.

1981 (Public Law 97-35, enacted August 13). Funding no 

longer provided under Title XVI for medical, social, 

developmental, and rehabilitative services to disabled 

or blind children.

Reimbursement for the cost of rehabilitation services 

will only be made if the services result in the recipient’s 

return to work for a continuous period of 9 months. The 

work must be at the substantial gainful activity earnings 

level.

1984 (Public Law 98-460, enacted October 9). Authorizes 

the reimbursement of states for the cost of VR services 

provided to individuals who (1) continue to receive benefits after medical recovery because they are participating in a state VR program or (2) refuse, without 

good cause, to continue in or cooperate with the VR 

program in which they had been participating.

1987 (Public Law 100-203, enacted December 22). 

Extends the provision for continuation of payments to 

disabled SSI recipients who have medically recovered 

while enrolled in an approved vocational rehabilitation 

program to include blind SSI recipients.

1990 (Public Law 101-508, enacted November 5). Reimbursement authorized for the cost of vocational rehabilitation services provided in months in which the 

individual was not receiving federal SSI payments, if:

• SSI recipient status for Medicaid eligibility purposes was retained under work incentive provisions, or 

• Benefits were in suspense2 status (for a reason 

other than cessation of disability or blindness), or

• Federally administered state supplementation was 

received.

Extends benefit continuation provision to disabled SSI 

recipients who medically recover while participating in 

a non-state VR program.

1999 (Public Law 106-170, enacted December 17). Establishes a Ticket to Work and Self-Sufficiency program 

that will provide SSI (and OASDI) disability beneficia2. Recipients who have lost eligibility for SSI benefits for fewer than 13 

consecutive months are in suspended payment status.
24 ♦ Annual Statistical Supplement, 2003 

ries with a ticket that can be used to obtain vocational 

rehabilitation services, employment services, or other 

support services, from an employment network (EN) of 

their choice.

An EN chooses one of the two EN payment options at 

the time it submits an application to SSA to become an 

EN. The chosen payment system will apply to all beneficiaries served. An EN can elect to receive payment 

under the:

• Outcome payment system, under which it can 

receive payment for up to 60 outcome payment 

months; or

• Outcome-milestone payment system, under which 

it can receive payment for up to four milestones in 

addition to outcome payments. These milestones 

must occur before the EN enters the first month for 

which it is eligible for an outcome payment. Four 

milestone payments plus 60 months of reduced 

outcome payments equal 85 percent of the total 

that would be available if the EN chose the outcome payment system.

The four milestones are based on gross earnings 

exceeding the substantial gainful activity level for specified months. An outcome payment month is any month 

in which SSA does not pay any federal cash disability 

cash benefits to a beneficiary because of work or earnings.

Continuing Disability Reviews and Eligibility 

Redeterminations

1994 (Public Law 103-296, enacted August 15). During 

each of fiscal years 1996, 1997, and 1998, requires 

SSA to conduct continuing disability reviews (CDRs) 

on a minimum of 100,000 SSI recipients. In addition, 

during the same period, requires SSA to redetermine 

the SSI eligibility of at least one-third of all child SSI 

recipients who reach age 18 after April 1995 during the 

1-year period following attainment of age 18. Redeterminations for persons turning age 18 could count 

toward the 100,000 CDR requirement.

1996 (Public Law 104-193, enacted August 22). Repeals 

the requirement that SSA redetermine the eligibility of 

at least one-third of all child SSI recipients who reach 

age 18 after April 1995 during the 1-year period following attainment of age 18.

Requires a CDR:

• At least once every 3 years for SSI recipients 

under age 18 who are eligible by reason of an 

impairment that is likely to improve, and

• Not later than 12 months after birth for recipients 

whose low birth weight is a contributing factor 

material to the determination of their disability.

Requires eligibility redetermination for all child SSI 

recipients eligible for the month before the month in 

which they attain age 18.

Requires redetermination of eligibility for children considered disabled based on an individual functional 

assessment and/or consideration of maladaptive 

behavior.

Requires the representative payee of a child SSI recipient whose continuing eligibility is being reviewed to 

present evidence that the recipient is receiving treatment that is considered medically necessary and available for the condition which was the basis for providing 

SSI benefits.

1997 (Public Law 105-33, enacted August 5). Modifies provision of Public Law 104-193 to extend from 12 to 18 

months the period for redetermining the disability of 

children under age 18 under the new childhood disability standard.

Modifies provision of Public Law 104-193 to permit 

SSA to schedule a CDR for a disabled child for whom 

low birth weight is a contributing factor material to the 

determination of disability, at a date after the child’s first 

birthday if the Commissioner determines the impairment is not expected to improve within 12 months of 

the child’s birth.

Modifies provision of Public Law 104-193 to provide 

SSA the authority to make redeterminations of disabled 

childhood recipients who attain age 18, more than 1 

year after the date such recipient attains age 18.

1999 (Public Law 106-170, enacted December 17). Prohibits the initiation of a CDR during the period that a recipient is “using a ticket” under the Ticket to Work 

program.

Deeming of Income and Resources

1972 (Public Law 92-603, enacted October 30). Deeming 

occurs when the income and resources of certain family members living in the same household with the SSI 

recipient are considered in determining the amount of 

the SSI payment. These family members are the ineligible spouse of an adult recipient and the ineligible parents of a child recipient under age 21.

After deduction of personal allocations for the spouse 

(or parents) and for ineligible children in the home, and 

after application of income exclusions, any remaining 

income of the spouse (or parents) is added to the 

income of the eligible person.

1980 (Public Law 96-265, enacted June 9). Children aged 

18 or older are not subject to parental deeming.

Sponsor’s income and resources deemed to an alien 

for 3 years.
Annual Statistical Supplement, 2003 ♦ 25

1989 (Public Law 101-239, enacted December 19). Disabled children receiving home care services under 

state Medicaid programs, who are ineligible for SSI 

because of deeming of parental income, and who 

received SSI benefits limited to $30 while in a medical 

treatment facility, may receive the $30 monthly allowance that would be payable if the recipient were institutionalized.

1993 (Public Law 103-152, enacted November 24).

Sponsor-to-alien deeming period extended from 3 

years to 5 years, effective January 1, 1994, through 

September 30, 1996.

Considers an ineligible spouse or parent who is absent 

from the household due to active military service to be 

a member of the household for deeming purposes.

1996 (Public Law 104-193, enacted August 22). Deeming 

of income and resources from an immigration sponsor 

to a noncitizen continues until citizenship, with exceptions for those who earn, or can be credited with, 40 

qualifying quarters of earnings. Effective for those 

whose sponsor signs a new legally enforceable affidavit of support.

(Public Law 104-208, enacted September 30). Amends 

Public Law 104-193 to add two exceptions to the sponsor-to-alien deeming:

• Provides that if the noncitizen is indigent and would 

be unable to obtain food and shelter without SSI 

benefits even after receiving support from the 

sponsor, then only the amount of income and 

resources actually provided by the sponsor will be 

counted for a 12-month period after a determination of indigence; and

• Provides that in certain cases, deeming would not 

apply for a 12-month period (with some options for 

extension) if the noncitizen (or his/her children) has 

been battered or subjected to extreme cruelty by 

family members.

1997 (Public Law 105-33, enacted August 5). Amends 

Public Law 104-208 to add an additional exception to 

sponsor-to-alien deeming when the parent of a noncitizen has been battered or subjected to extreme cruelty 

by family members.

Federal Benefit Rates

Basic benefit standards are used in computing the amount 

of federal SSI payments. Benefit levels differ for individuals 

and couples living in households and for persons in Medicaid institutions. Individuals or couples living in their own 

households receive the full federal benefit. If an individual 

or couple is living in another person’s household and 

receiving support and maintenance there, the federal benefit is reduced by one-third. The federal benefit rates for persons in households are increased annually to reflect 

increases in the cost of living. Legislation affecting the level 

of federal benefit rates since the inception of the SSI program are summarized in Table 2.B1.

Windfall Offset

1980 (Public Law 96-265, enacted June 9). Offset (by 

reduction of retroactive Social Security benefits) to prevent persons whose initial OASDI payment is retroactive from receiving more in total benefits than if they 

were paid the benefits when regularly due.

1984 (Public Law 98-617, enacted November 8). Offset 

provision expanded to allow for reduction of retroactive 

SSI benefits and to apply in cases of OASDI benefit 

reinstatement.

Proration of Benefit

1982 (Public Law 97-248, enacted September 3). Benefit 

for first month of eligibility to be prorated by the number 

of days in the month for which an application has been 

filed and there is eligibility.

1996 (Public Law 104-193, enacted August 22). Changes 

the effective date of an SSI application to the first day 

of the month following the date on which the application was filed or on which the individual first becomes 

eligible, whichever is later. This, in effect, eliminates 

prorated payments in initial claims.

Retrospective Monthly Accounting

1981 (Public Law 97-35, enacted August 13). Changes the 

method of computing the SSI benefit to one under 

which the benefit amount is computed on a monthly 

basis and is based on income and other characteristics 

in the previous (or second previous) month.

1984 (Public Law 98-369, enacted July 18). Changes the 

method of computing the SSI benefit to persons receiving Title II payments. The effect of the increased Title II 

income at the time of the cost-of-living increase is not 

delayed as it otherwise would be.

1987 (Public Law 100-203, enacted December 22). Provides an exception to retrospective monthly accounting 

so that amounts received under Aid to Families with 

Dependent Children (AFDC), foster care, refugee cash 

assistance, Cuban-Haitian entrant assistance, or general and child welfare assistance provided by the 

Bureau of Indian Affairs are counted only in the month 

received.

1993 (Public Law 103-66, enacted August 10). Changes 

the method of computing the SSI benefit to persons 

receiving the value of the one-third reduction. The 

effect of the increased value at the time of the cost-ofliving increase is not delayed as it otherwise would be. 

Effective January 1995.
26 ♦ Annual Statistical Supplement, 2003 

Uncashed Checks

1981 (Public Law 97-35, enacted August 13). States that 

have federally administered supplements to be credited their share of SSI checks that remain unnegotiated 

for 180 days.

1987 (Public Law 100-86, enacted August 10). SSI checks 

now unnegotiable after 1 year. States are credited their 

share of SSI checks after 1 year rather than 180 days.

Rounding of Payment Amounts

1982 (Public Law 97-248, enacted September 3). Cost-ofliving adjustments in the federal SSI benefit and 

income eligibility levels are to be rounded to the next 

lower whole dollar, after the adjustment is calculated. 

Subsequent cost-of-living adjustments will be calculated on the previous year’s benefit standard before 

rounding.

Penalties Resulting in Nonpayment of Benefits for 

False or Misleading Statements

1999 (Public Law 106-169, enacted December 14). Provides for the nonpayment of OASDI and SSI benefits 

(6, 12 and 24 months, respectively, for the first, second, 

and third or subsequent violations) for individuals found 

to have knowingly made a false or misleading statement of material fact for use in determining eligibility for 

benefits.

Exclusions from Income

General Exclusions

1972 (Public Law 92-603, enacted October 30). The first 

$60 of earned or unearned income per calendar quarter for an individual or couple; the next $195 and onehalf the remainder of quarterly earned income. 

Unearned income includes Social Security benefits, 

other government or private pensions, veterans’ benefits, and workers’ compensation.

1981 (Public Law 97-35, enacted August 13). The first $20 

of earned or unearned income per month for an individual or couple; the next $65 and one-half the remainder 

of monthly earned income. Unearned income includes 

Social Security benefits, other government or private 

pensions, veterans’ benefits, and workers’ compensation.

2000 (Public Law 106-554, enacted December 21). Earnings of persons defined as Social Security statutory 

employees are treated as self-employment income for 

SSI purposes.

Special Exclusions

1972 (Public Law 92-603, enacted October 30). Any 

amount of tax rebate issued to an individual by any 

public agency that is based on either real property or 

food purchase taxes.

Grants, scholarships, and fellowships used to pay 

tuition and fees at an educational institution.

Income required for achieving an approved self-support plan for blind or disabled persons.

Work expenses of blind persons.

For blind persons transferred from state programs to 

SSI, income exclusions equal to the maximum amount 

permitted as of October 1972 under the state programs.

Irregularly or infrequently received income totaling $60 

or less of unearned income and $30 of earned income 

in a calendar quarter.

Payment for foster care of ineligible child residing in 

recipient’s home through placement by a public or private nonprofit child care agency.

One-third of any payment received from an absent parent for the support of a child eligible for SSI.

Certain earnings of a blind or disabled child under age 

22 regularly attending an educational institution.

State or local government cash payments based on 

need and designed to supplement SSI payments.

1976 (Public Law 94-331, enacted June 30). Disaster 

assistance from income for 9 months and application of 

one-third reduction for 6 months for certain victims of 

disasters occurring between January 1, 1976, and 

December 31, 1976.

(Public Law 94-566, enacted October 20). Any assistance based on need (including vendor payments) 

made to or on behalf of SSI recipients, which is paid 

and wholly funded by state or local governments.

The value of assistance provided under certain federal 

housing programs.

1977 (Public Law 95-113, enacted September 29). Food 

stamps, federally donated food, and the value of free or 

reduced price food for women and children under the 

Child Nutrition Act and National School Lunch Act.

(Public Law 95-171, enacted November 12). Provisions 

for exclusions for support and maintenance under the 

Disaster Relief and Emergency Assistance Act of 1974 

extended on a permanent basis. Effective January 1, 

1978.

1980 (Public Law 96-222, enacted April 1). Earned income 

tax credit treated as earned income (temporarily 

excluded from 1975 through 1980).

(Public Law 96-265, enacted June 9). Remunerations 

received in sheltered workshops and work activity cen-
Annual Statistical Supplement, 2003 ♦ 27

ters are considered earned income and qualify for 

earned income exclusions.

Impairment-related work expenses paid by the individual (including cost for attendant care, medical equipment, drugs, and services necessary to control an 

impairment) are deducted from earnings when determining if an individual is engaging in substantial gainful 

activity. Impairment-related work expenses are 

excluded in calculating income for benefit purposes if 

initial eligibility for benefits exists on the basis of countable income without applying this exclusion.

1981 (Public Law 97-35, enacted August 13). Modifies provision under which irregularly or infrequently received 

income is excluded to conform to change from quarterly to monthly accounting; amounts excludable: $20 

or less of unearned income and $10 of earned income 

in a month.

1982 (Public Law 97-377, enacted December 21). From 

December 18, 1982, to September 30, 1983, certain 

home energy assistance payments are excluded if a 

state agency certified that they are based on need.

1983 (Public Law 97-424, enacted January 6). Support or 

maintenance assistance (including home energy assistance) provided in kind by a nonprofit organization or in 

cash or in kind by certain providers of home energy is 

excluded if the state determines that the assistance is 

based on need. Provision is applicable through September 1984.

Certain home energy assistance payments are 

excluded if a state agency certified that the assistance 

is based on need. Provision is applicable through June 

1985.

1984 (Public Law 98-369, enacted July 18). The 1983 provisions for support and maintenance and home energy 

assistance continue to October 1, 1987.

1986 (Public Law 99-498, enacted October 17). Educational assistance used for educational expenses under 

the Higher Education Act of 1965 as amended.

1987 (Public Law 100-203, enacted December 22). The 

1983 provisions for support and maintenance and 

home energy assistance made permanent.

Excludes death payments (for example, proceeds from 

life insurance) from SSI income determinations to the 

extent they were spent on last illness and burial.

Modifies the 1982 resource exclusion for burial funds to 

extend the exclusion to any burial fund of $1,500 or 

less maintained separately from all other assets, 

thereby allowing interest to be excluded from income if 

retained in the fund.

1988 (Public Law 100-383, enacted August 10). Restitution 

payments made to Japanese internees and relocated 

Aleutians.

1989 (Public Law 101-239, enacted December 19). Interest 

on agreements representing the purchase of an 

excluded burial space.

Payments from the Agent Orange Settlement.

Value of a ticket for domestic travel received as a gift 

and not cashed.

1990 (Public Law 101-508, enacted November 5). Earned 

income tax credit (including the child health insurance 

portion).

Payments received from a state-administered fund 

established to aid victims of crime.

Impairment-related work expenses excluded from 

income in determining initial eligibility for benefits.

Payments received as state or local government relocation assistance.

Payments received under the Radiation Exposure 

Compensation Act.

Redefines as earned income, royalties earned in connection with any publication of the individual’s work and 

honoraria received for services rendered (previously 

defined as unearned income).

1993 (Public Law 103-66, enacted August 10). Hostile fire 

pay to members of the uniformed services.

Payments received as state or local government relocation assistance made permanent.

1994 (Public Law 103-286, enacted August 1). Payments 

to victims of Nazi persecution.

1998 (Public Law 105-285, enacted October 27). Funds 

made available to an SSI recipient by a state or local 

government or a nonprofit organization as part of the 

Individual Development Account demonstration 

project.

(Public Law 105-306, enacted October 28). In-kind gifts 

to children with life-threatening conditions by taxexempt organizations not converted to cash.

The first $2,000 annually of cash gifts by tax-exempt 

organizations to, or for the benefit of, individuals under 

age 18 with life-threatening conditions.

(Public Law 105-369, enacted November 12). Payments made under the Ricky Ray Hemophilia Relief 

Fund Act of 1998.

2000 (Public Law 106-554, enacted December 21). Interest 

on funds deposited in an individual development 

account.

Any adjustments made to prior payments from other 

federal programs to account for the error in the computation of the consumer price index during 1999.
28 ♦ Annual Statistical Supplement, 2003 

2001 (Public Law 107-16, enacted June 7). The refundable 

child tax credit is excluded in determining eligibility for 

means-tested programs, including SSI.

Resources

1972 (Public Law 92-603, enacted October 30). Countable 

resources limited to $1,500 or less for an individual and 

to $2,250 or less for a couple.

1984 (Public Law 98-369, enacted July 18). Limit on countable resources raised by $100 a year for individuals 

and $150 a year for couples, beginning in calendar 

year 1985 through 1989. The respective limits would 

become $2,000 for an individual and $3,000 for a couple in 1989 and thereafter.

1999 (Public Law 106-169, enacted December 14). 

Includes generally in the countable resources of an 

individual the assets of a trust which could be used for 

the benefit of the individual or spouse.

General Exclusions

1972 (Public Law 92-603, enacted October 30). A home of 

reasonable value—established by regulation as not 

exceeding a fair-market value of $25,000 ($35,000 in 

Alaska and Hawaii).

Personal effects and household goods of reasonable 

value established by regulation as not exceeding a 

total market value of $1,500.

An automobile of reasonable value—established by 

regulation as not exceeding a market value of $1,200.

An automobile may be excluded, regardless of value, if 

the individual’s household uses it for employment or 

medical treatment or if it is modified to be operated by 

or for transportation of a handicapped person.

Life insurance with face value of $1,500 or less.

1976 (Public Law 94-569, enacted October 20). The recipient’s home, regardless of value, is excluded from consideration in determining resources.

1977 (Public Law 95-171, enacted November 12). Assistance received under the Disaster Relief and Emergency Assistance Act of 1974 for 9 months following 

receipt.

1979. Reasonable value for an automobile increased by 

regulation to $4,500 of current-market value; personal 

goods and household effects increased to $2,000 of 

equity value.

1982 (Public Law 97-248, enacted September 3). The 

value, within prescribed limits, of a burial space for the 

recipient, spouse, and immediate family is excluded. In 

addition, $1,500 each (less the value of already 

excluded life insurance and any amount in an irrevocable burial arrangement) may be set aside for the burial 

of the recipient and spouse.

1984 (Public Law 98-369, enacted July 18). The unspent 

portion of any retroactive Title II or Title XVI payment is 

excluded for 6 months following its receipt, and the 

individual must be given written notice of the time limit 

on the exclusion.

1985. Regulations permit exclusion, regardless of value, of 

an automobile needed for essential transportation or 

modified for a handicapped person. The $4,500 current 

market value limit applies only if no automobile could 

be excluded based on the nature of its use.

1987 (Public Law 100-203, enacted December 22). Provides for suspension of the 1980 transfer of assets provision, in any month that it is determined that undue 

hardship would result.

Real property that cannot be sold for the following reasons: it is jointly owned; its sale would cause the other 

owner(s) undue hardship due to loss of housing; its 

sale is barred by a legal impediment; or the owner’s 

reasonable efforts to sell have been unsuccessful.

Temporarily extends the 1984 exclusion of retroactive 

Title II and Title XVI benefits from 6 months to 9 months 

(the longer exclusion applies to benefits paid in fiscal 

years 1988 and 1989).

1988 (Public Law 100-707, enacted November 23). 

Removes the time limit for exclusion of disaster assistance.

Special Exclusions

1972 (Public Law 92-603, enacted October 30). Assets of a 

blind or disabled individual that are necessary to an 

approved plan of self-support.

Tools and other property essential to self-support 

(PESS), within reasonable limits. Shares of nonnegotiable stock in regional or village corporations held by 

natives of Alaska.

For persons transferred from state programs to SSI, 

resource exclusions equal to the maximum amount 

permitted as of October 1972 under the state program.

1988 (Public Law 100-383, enacted August 10). Restitution 

payments made to Japanese internees and relocated 

Aleutians.

1989 (Public Law 101-239, enacted December 19). Specifies that no limitation can be placed on property essential to self-support used in a trade or business, or by an 

individual as an employee (including the tools of a 

tradesperson and the machinery and livestock of a 

farmer).

Payments from the Agent Orange Settlement.
Annual Statistical Supplement, 2003 ♦ 29

1990 (Public Law 101-508, enacted November 5). Earned 

income tax credit excluded for the month following the 

month the credit is received.

Payments received from a state-administered fund 

established to aid victims of crime excluded for a 9-

month period. Individual not required to file for such 

benefits.

Payments received as state or local government relocation assistance excluded for a 9-month period. (The 

provision expired 3 years after its effective date.)

Payments received under the Radiation Exposure 

Compensation Act.

1993 (Public Law 103-66, enacted August 10). Makes permanent the 9-month exclusion of payments received as 

state or local government relocation assistance.

1994 (Public Law 103-286, enacted August 1). Payments 

to victims of Nazi persecution.

1996 (Public Law 104-193, enacted August 22). Dedicated 

financial institution accounts required to be established 

for large past-due benefits for disabled individuals 

under age 18 with a representative payee.

1998 (Public Law 105-285, enacted October 27). Funds 

made available to an SSI recipient by a state or local 

government or a nonprofit organization as part of the 

Individual Development Account demonstration 

project.

(Public Law 105-306, enacted October 28). In-kind gifts 

to children with life-threatening conditions by taxexempt organizations not converted to cash.

The first $2,000 annually of cash gifts by tax-exempt 

organizations to, or for the benefit of, individuals under 

age 18 with life-threatening conditions.

(Public Law 105-369, enacted November 12). Payments made under the Ricky Ray Hemophilia Relief 

Fund Act of 1998.

2000 (Public Law 106-554, enacted December 21). Funds 

deposited by an individual in an individual development 

account and the interest on those funds.

2001 (Public Law 107-16, enacted June 7). The refundable 

child tax credit in the month of receipt and in the following month.

Transfer-of-Assets Penalties

1980 (Public Law 96-611, enacted December 28). Assets 

transferred for less than fair market value for the purpose of establishing eligibility for benefits under the 

Social Security Act are counted as resources for 24 

months after transfer.

1988 (Public Law 100-360, enacted July 1). Removes the 

transfer-of-assets penalty for transfers made

July 1, 1988, or later.

1999 (Public Law 106-169, enacted December 14). Provides a penalty under the SSI program for the disposal 

of resources at less than fair market value. The penalty 

is a loss of benefits for up to 36 months. A formula is 

provided to determine the number of months.

Presumptive and Emergency Payments

and Interim Assistance Reimbursement

Presumptive Payments

1972 (Public Law 92-603, enacted October 30). A person 

applying on the basis of disability who meets all other 

criteria of eligibility, and is likely to be disabled, may 

receive payments for 3 months pending the disability 

determination.

1976 (Public Law 94-569, enacted October 20). Presumptive payment provision was extended to persons applying on the basis of blindness.

1990 (Public Law 101-508, enacted November 5). Extends 

the period for receipt of payments to 6 months.

Emergency Advance Payments

1972 (Public Law 92-603, enacted October 30). Any applicant who can be presumed to meet the criteria of eligibility, but has not yet been determined eligible, and who 

is faced with a financial emergency may receive an 

immediate cash advance of up to $100.

1987 (Public Law 100-203, enacted December 22). 

Increases the maximum emergency advance payment 

amount to the maximum amount of the regular federal 

SSI monthly benefit rate plus, if any, the federally 

administered state supplementary payment.

1996 (Public Law 104-193, enacted August 22). Applicants 

who have a financial emergency may receive an emergency advance payment in the month of application, 

which, effective with this law, is always prior to the first 

month of eligibility. These advance payments are 

recouped by proportional reductions in the recipient’s 

first 6 months of SSI benefits.

Interim Assistance Reimbursement

1974 (Public Law 93-368, enacted August 7). SSA may 

enter into agreements with the states to repay them 

directly for assistance payments made to an SSI applicant while his/her claim is being adjudicated. The 

repayment is made from the first check due to the individual. This legislation expires June 30, 1976.

1976 (Public Law 94-365, enacted July 14). The authority 

to repay the state for interim assistance is made permanent.
30 ♦ Annual Statistical Supplement, 2003 

1987 (Public Law 100-203, enacted December 22). 

Extends interim assistance reimbursement to situations 

in which payments are made by states or political subdivisions to persons whose SSI payments were suspended or terminated and who subsequently are found 

to be eligible for such benefits. Also clarifies that the 

payment from which the interim assistance reimbursement is paid must be the first payment of benefits relating to the interim period.

Medicaid Eligibility

1972 (Public Law 92-603, enacted October 30). States can 

provide Medicaid coverage to all recipients of SSI payments. Alternatively, they can limit coverage by applying more restrictive criteria from the state Medicaid 

plan in effect on January 1, 1972.

States can accept SSA determination of eligibility or 

make their own determination.

1976 (Public Law 94-566, enacted October 20). Preserves 

the Medicaid eligibility of recipients who become ineligible for cash SSI payments due to the cost-of-living 

increases in Social Security benefits.

1980 (Public Law 96-265, enacted June 9). Blind or disabled recipients under age 65 no longer eligible for 

either regular or special SSI payments because of their 

earnings may retain SSI recipient status for Medicaid 

eligibility purposes under the following conditions: (1) 

they continue to have the disabling impairment, (2) 

they meet all nondisability eligibility criteria except for 

earned income, (3) they would be seriously inhibited 

from continuing employment without Medicaid services, and (4) their earnings are insufficient to provide a 

reasonable equivalent of SSI payments and Medicaid.

In states that do not provide Medicaid coverage categorically to all SSI recipients, qualification for Medicaid 

benefits depends on the state’s specific eligibility and 

program requirements.

The Medicaid provision of the 1980 legislation was in 

effect from January 1, 1981, through December 31, 

1983. Under a 1-year demonstration project, beginning 

January 1, 1984, this provision was continued for persons already eligible for regular or special SSI payments or for retention of Medicaid eligibility.

1984 (Public Law 98-460, enacted October 9). Medicaid 

provision of 1980 legislation extended through June 

30, 1987 (retroactive to January 1, 1984).

1986 (Public Law 99-272, enacted April 7). Restores Medicaid eligibility for some disabled widow(er)s who 

became ineligible for SSI when their Title II benefits 

increased in 1984 because of a change in the Social 

Security disabled widow(er)s benefits reduction factor.

1986 (Public Law 99-643, enacted November 10). The SSI 

recipient status for Medicaid eligibility provision of the 

1980 amendments is made permanent.

Effective July 1, 1987, certain expenses are excluded 

from earnings when determining sufficiency of earnings 

to establish SSI recipient status eligibility for Medicaid 

purposes:

• Impairment-related work expenses of disabled persons,

• Work expenses of blind persons,

• Income required for achieving an approved selfsupport plan, and

• The value of publicly funded attendant care services.

Effective July 1, 1987, preserves the Medicaid eligibility 

of recipients who become ineligible for SSI payments 

because of entitlement to, or an increase in, Social 

Security disabled adult child benefits on or after the 

effective date.

Effective July 1, 1987, requires all states to provide 

Medicaid coverage for recipients in special SSI status 

(either receiving special SSI payments or in the special 

recipient status described for 1980) if they received 

Medicaid coverage the month before special SSI 

status.

1987 (Public Law 100-203, enacted December 22). Effective July 1, 1988, restores or preserves the Medicaid 

eligibility of persons aged 60 or older who are eligible 

for Social Security benefits as widows or widowers (but 

not eligible for Medicare) and who become ineligible for 

SSI payments or state supplementation because of the 

receipt of old-age or survivors insurance benefits under 

Social Security.

1990 (Public Law 101-508, enacted November 5). Age limit 

for retention of SSI recipient status for Medicaid eligibility purposes (1980 and subsequent work incentive provisions, above) is eliminated.

Preserves the Medicaid eligibility of SSI recipients who 

become ineligible for payments when they become 

entitled to Social Security disabled widow(er)s benefits 

following the revised definition used for their disability.

1997 (Public Law 105-33, enacted August 5). Requires 

states to continue Medicaid coverage for disabled children who were receiving SSI payments as of August 

22, 1996 and would have continued to be eligible for 

such payments except that their eligibility terminated 

because they did not meet the revised SSI childhood 

disability standard established under Public Law 

104-193.
Annual Statistical Supplement, 2003 ♦ 31

State Supplementation

1972 (Public Law 92-603, enacted October 30). States are 

given the option of providing supplementary payments 

both to recipients transferred from the state program 

and to those newly eligible for SSI.

States may either administer the payments themselves 

or have the Social Security Administration make payments on their behalf. When state supplementary payments are federally administered, the Social Security 

Administration makes eligibility and payment determinations for the state and assumes administrative costs.

“Hold harmless” protection, which limits a state’s fiscal 

liability to its share of OAA, AB, and APTD expenditures for calendar year 1972, is provided to states 

electing federal administration of their supplementary 

plans. This provision applies only to supplementary 

payments that do not, on the average, exceed a state’s 

“adjusted payment level.” (The adjusted payment level 

is the average of the payments that individuals with no 

other income received in January 1972; it may include 

the bonus value of food stamps. Adjustments are provided for payments that had been below state standards.)

1973 (Public Law 93-66, enacted July 9). Provides for mandatory state supplementation as assurance against 

reduction of income for persons who received state 

assistance in December 1973 and were transferred to 

SSI. These supplementary payments must equal the 

difference between (1) the amount of the state assistance payment that the individual received in December 1973 plus other income and (2) his/her federal SSI 

payment plus other income.

1976 (Public Law 94-585, enacted October 21). After June 

30, 1977, when the federal SSI payment level is 

increased by a cost-of-living increase, such an 

increase will be excluded in calculating the “hold harmless” amount.

Requires states to maintain state supplementation payments at the level of December 1976 (“maintenance of 

payments”) or to continue to pay in supplements the 

same total annual amounts (“maintenance of expenditures”) when the federal SSI payment level is increased 

and thereby pass through any increases in federal benefits without reducing state supplements.

1982 (Public Law 97-248, enacted September 3). Begins a 

3-year phase out of “hold harmless” protection. Effective with fiscal year 1985, Wisconsin and Hawaii (the 

only remaining “hold harmless” states) assumed the full 

cost of their supplementary payments.

1983 (Public Law 98-21, enacted April 20). Federal passthrough law is adjusted (1) by substituting the state 

supplementary payment levels in effect in March 1983 

for those in effect in December 1976 as the levels that 

states must maintain in complying with the passthrough requirements, and (2) with regard to the $20 

(individual) and $30 (couple) increase in the federal 

SSI standard in July 1983, by requiring states to pass 

through only as much as would have been required if 

the SSI cost-of-living adjustment had been made in 

July 1983.

1987 (Public Law 100-203, enacted December 22). Provides for federal administration of state supplements to 

residents of medical institutions.

Provides for required pass through of $5 increase in 

federal rate for persons whose care in institutions is 

paid in substantial part by Medicaid.

1993 (Public Law 103-66, enacted August 10). Requires 

states to pay fees for federal administration of their 

state supplementation payments. The fees are $1.67 

for each monthly supplementary payment in fiscal year 

1994, $3.33 in fiscal year 1995, and $5.00 in fiscal year 

1996. Fees for subsequent fiscal years will be $5.00 or 

another amount determined by the Commissioner to be 

appropriate. The Commissioner may charge the states 

additional fees for services they request that are 

beyond the level customarily provided in administering 

state supplementary payments.

1997 (Public Law 105-33, enacted August 5). Revises the 

schedule of per-payment fees for federal administration 

of state supplementation for fiscal years 1998 ($6.20) 

through 2002 ($8.50) and provides a formula for determining the fee beyond fiscal year 2002.

1999 (Public Law 106-170, enacted December 17). A state 

which has an agreement with SSA to administer its 

supplementation payments, must remit both payments 

and fees prior to the SSI payment date.

2000 (Public Law 106-554, enacted December 21). 

Changes the effective date of above provision from 

2009 to 2001.

Overpayment Recovery

1984 (Public Law 98-369, enacted July 18). Limits the rate 

of recovering overpayments from monthly payments to 

the lesser of (1) the monthly payment or (2) 10 percent 

of a recipient’s monthly income. Permits a higher or 

lower adjustment at the request of the recipient subject 

to the agreement of the Commissioner. The limit does 

not apply if fraud, willful misrepresentation, or concealment of material information was involved on the part of 

the recipient or spouse in connection with the overpayment.

Waives recovery of certain overpayments due to 

amount of excess resources of $50 or less.

Provides temporary authority for the recovery of overpayments from tax refunds.
32 ♦ Annual Statistical Supplement, 2003 

1988 (Public Law 100-485, enacted October 13). Grants 

permanent authority to recover overpayments from tax 

refunds.

1998 (Public Law 105-306, enacted October 28). Authorizes SSA to collect SSI overpayments by offsetting 

Social Security benefits, with a maximum monthly offset of no more than 10 percent of the Social Security 

benefit.

1999 (Public Law 106-169, enacted December 14). Makes 

representative payees liable for an SSI overpayment 

caused by a payment made to a recipient who has 

died, and requires SSA to establish an overpayment 

control record under the representative payee’s Social 

Security number.

Requires SSA to recover SSI overpayments from SSI 

lump-sum amounts by withholding at least 50 percent 

of the lump-sum payment or the amount of the overpayment, whichever is less.

Extends all of the debt collection authorities currently 

available for the collection of overpayments under the 

OASDI program to the SSI program.

2001 (Public Law 107-16, enacted June 7). Subjects onetime tax refund payments provided under this Act to 

overpayment recovery under tax refund offset provisions.

CONTACT: Paul S. Davies (410) 966-0299.
Annual Statistical Supplement, 2003 ♦ 33

Medicare

The following are brief summaries of complex subjects. 

They should be used only as overviews and general guides 

to the Medicare and Medicaid programs. The views 

expressed herein do not necessarily reflect the policies or 

legal positions of the Centers for Medicare & Medicaid Services or the Department of Health and Human Services 

(DHHS). These summaries do not render any legal, 

accounting, or other professional advice, nor are they 

intended to explain fully all of the provisions or exclusions 

of the relevant laws, regulations, and rulings of the Medicare and Medicaid programs. Original sources of authority 

should be researched and utilized.3

Overview

Title XVIII of the Social Security Act, designated "Health 

Insurance for the Aged and Disabled," is commonly known 

as Medicare. As part of the Social Security Amendments of 

1965, the Medicare legislation established a health insurance program for aged persons to complement the retirement, survivors, and disability insurance benefits under 

Title II of the Social Security Act.

When first implemented in 1966, Medicare covered 

most persons age 65 or over. In 1973, the following groups 

also became eligible for Medicare benefits: persons entitled 

to Social Security or Railroad Retirement disability cash 

benefits for at least 24 months, most persons with endstage renal disease (ESRD), and certain otherwise noncovered aged persons who elect to pay a premium for 

Medicare coverage. The Medicare, Medicaid, and SCHIP 

Benefits Improvement and Protection Act of 2000 (Public 

Law 106-554) allowed persons with Amyotrophic Lateral 

Sclerosis (Lou Gehrig's Disease) to waive the 24-month 

waiting period.

Medicare has traditionally consisted of two parts: Hospital Insurance (HI), also known as Part A, and Supplementary Medical Insurance (SMI), also known as Part B. A new, 

third part of Medicare, sometimes known as Part C, is the 

Medicare+Choice program, which was established by the 

Balanced Budget Act (BBA) of 1997 (Public Law 105-33) 

and which expanded beneficiaries' options for participation 

in private-sector health care plans. When Medicare began 

on July 1, 1966, approximately 19 million people enrolled. 

In 2003, over 41 million people are enrolled in one or both 

of Parts A and B of the Medicare program, and 5 million of 

them have chosen to participate in a Medicare+Choice 

plan.

Coverage

Hospital Insurance (HI) is generally provided automatically, 

and free of premiums, to persons age 65 or over who are 

eligible for Social Security or Railroad Retirement benefits, 

whether they have claimed these monthly cash benefits or 

not. Also, workers and their spouses with a sufficient period 

of Medicare-only coverage in federal, state, or local government employment are eligible beginning at age 65. Similarly, individuals who have been entitled to Social Security 

or Railroad Retirement disability benefits for at least 24 

months, and government employees with Medicare-only 

coverage who have been disabled for more than 29 

months, are entitled to HI benefits. HI coverage is also provided to insured workers with end-stage renal disease 

(ESRD) (and to insured workers' spouses and children with 

ESRD), as well as to some otherwise ineligible aged and 

disabled beneficiaries who voluntarily pay a monthly premium for their coverage. In 2002, the HI program provided 

protection against the costs of hospital and specific other 

medical care to about 40 million people (34 million aged 

and 6 million disabled enrollees). HI benefit payments 

totaled $149.9 billion in 2002.

The following health care services are covered under 

Medicare's HI program: 

• Inpatient hospital care coverage includes costs of a 

semi-private room, meals, regular nursing services, 

operating and recovery rooms, intensive care, inpatient 

prescription drugs, laboratory tests, X-rays, psychiatric 

hospitals, inpatient rehabilitation, and long-term care 

(LTC) hospitalization when medically necessary, as 

well as all other medically necessary services and supplies provided in the hospital. An initial deductible payment is required of beneficiaries who are admitted to a 

hospital, plus copayments for all hospital days following 

day 60 within a benefit period (described later).

• Skilled nursing facility (SNF) care is covered by HI only 

if it follows within 30 days (generally) of a hospitalization of 3 days or more and is certified as medically necessary. Covered services are similar to those for 

inpatient hospital but also include rehabilitation services and appliances. The number of SNF days provided under Medicare is limited to 100 days per benefit 

period (described later), with a copayment required for 

days 21–100. HI does not cover nursing facility care if 

the patient does not require skilled nursing or skilled 

rehabilitation services.

• Home health agency (HHA) care is covered by both HI 

and SMI. The BBA transferred from HI to SMI those 

home health services furnished on or after January 1, 

1998, that are unassociated with a hospital or skilled 

nursing facility stay. HI will continue to cover the first 

3. These summaries were prepared by Earl Dirk Hoffman, Jr., Barbara S. 

Klees, and Catherine A. Curtis, Office of the Actuary, Centers for Medicare 

& Medicaid Services, 7500 Security Blvd., Baltimore, MD 21244. The 

authors wish to express their gratitude to Mary Onnis Waid, who originated these summaries and diligently prepared them for many years prior 

to her retirement.
34 ♦ Annual Statistical Supplement, 2003 

100 visits following a 3-day hospital stay or a skilled 

nursing facility stay; SMI covers any visits thereafter. 

Home health care under HI and SMI has no copayment 

and no deductible.

HHA care, including care provided by a home health 

aide, may be furnished part-time by a HHA in the residence of a home-bound beneficiary if intermittent or 

part-time skilled nursing or certain other therapy or 

rehabilitation care is necessary. Certain medical supplies and durable medical equipment (DME) may also 

be provided, though beneficiaries must pay a 20 percent coinsurance for DME, as required under SMI of 

Medicare. There must be a plan of treatment and periodical review by a physician. Full-time nursing care, 

food, blood, and drugs are not provided as HHA services.

• Hospice care is a service provided to terminally ill persons with life expectancies of 6 months or less who 

elect to forgo the standard Medicare benefits for treatment of their illness and to receive only hospice care 

for it. Such care includes pain relief, supportive medical 

and social services, physical therapy, nursing services, 

and symptom management. However, if a hospice 

patient requires treatment for a condition that is not 

related to the terminal illness, Medicare will pay for all 

covered services necessary for that condition. The 

Medicare beneficiary pays no deductible for the hospice program but does pay small coinsurance amounts 

for drugs and inpatient respite care.

An important HI component is the benefit period, which 

starts when the beneficiary first enters a hospital and ends 

when there has been a break of at least 60 consecutive 

days since inpatient hospital or skilled nursing care was 

provided. There is no limit to the number of benefit periods 

covered by HI during a beneficiary's lifetime; however, 

inpatient hospital care is normally limited to 90 days during 

a benefit period, and copayment requirements (detailed 

later) apply for days 61–90. If a beneficiary exhausts the 90 

days of inpatient hospital care available in a benefit period, 

he or she can elect to use days of Medicare coverage from 

a non-renewable "lifetime reserve" of up to 60 (total) additional days of inpatient hospital care. Copayments are also 

required for such additional days.

All citizens (and certain legal aliens) age 65 or over, 

and all disabled persons entitled to coverage under HI, are 

eligible to enroll in the SMI program on a voluntary basis by 

payment of a monthly premium. Almost all persons entitled 

to HI choose to enroll in SMI. In 2002, the SMI program 

provided protection against the costs of physician and other 

medical services to about 38 million people (33 million 

aged and 5 million disabled). SMI benefits totaled $111.0 

billion in 2002.

The SMI program covers the following services and 

supplies:

• Physicians' and surgeons' services, including some 

covered services furnished by chiropractors, podiatrists, dentists, and optometrists. Also covered are the 

services provided by these Medicare-approved practitioners who are not physicians: certified registered 

nurse anesthetists, clinical psychologists, clinical social 

workers (other than in a hospital or skilled nursing facility), physician assistants, and nurse practitioners and 

clinical nurse specialists in collaboration with a physician.

• Services in an emergency room or outpatient clinic, 

including same-day surgery, and ambulance services.

• Home health care not covered under HI.

• Laboratory tests, X-rays, and other diagnostic radiology services, as well as certain preventive care screening tests.

• Ambulatory surgical center services in a Medicareapproved facility.

• Most physical and occupational therapy and speech 

pathology services.

• Comprehensive outpatient rehabilitation facility services, and mental health care in a partial hospitalization 

psychiatric program, if a physician certifies that inpatient treatment would be required without it. 

• Radiation therapy; renal (kidney) dialysis and transplants; heart, lung, heart-lung, liver, pancreas, and 

bone marrow transplants; and, as of April 2001, intestinal transplants.

• Approved durable medical equipment for home use, 

such as oxygen equipment and wheelchairs, prosthetic 

devices, and surgical dressings, splints, and casts.

• Drugs and biologicals that cannot be self-administered, 

such as hepatitis B vaccines and immunosuppressive 

drugs (certain self-administered anticancer drugs are 

covered).

To be covered, all services must be either medically 

necessary or one of several prescribed preventive benefits. 

SMI services are generally subject to a deductible and 

coinsurance (see next section). Certain medical services 

and related care are subject to special payment rules, 

including deductibles (for blood), maximum approved 

amounts (for Medicare-approved physical, speech, or 

occupational therapy services performed in settings other 

than hospitals), and higher cost-sharing requirements 

(such as those for outpatient treatments for mental illness). 

It should be noted that some health care services are 

not covered by Medicare. Noncovered services include 

long-term nursing care, custodial care, and certain other 

health care needs, such as dentures and dental care, eyeglasses, hearing aids, and most prescription drugs. These 

services are not a part of the Medicare program unless they 
Annual Statistical Supplement, 2003 ♦ 35

are a part of a private health plan under the Medicare+Choice program.

Medicare+Choice (Part C) is an expanded set of 

options for the delivery of health care under Medicare. 

While all Medicare beneficiaries can receive their benefits 

through the original fee-for-service (FFS) program, most 

beneficiaries enrolled in both HI and SMI can choose to 

participate in a Medicare+Choice plan instead. Organizations that seek to contract as Medicare+Choice plans must 

meet specific organizational, financial, and other requirements. Following are the primary Medicare+Choice plans:

• Coordinated care plans, which include health maintenance organizations (HMOs), provider-sponsored 

organizations (PSOs), preferred provider organizations 

(PPOs), and other certified coordinated care plans and 

entities that meet the standards set forth in the law.

• Private, unrestricted FFS plans, which allow beneficiaries to select certain private providers. For those providers who agree to accept the plan's payment terms 

and conditions, this option does not place the providers 

at risk, nor does it vary payment rates based on utilization.

These Medicare+Choice plans are required to provide 

at least the current Medicare benefit package, excluding 

hospice services. Plans may offer additional covered services and are required to do so (or return excess payments) if plan costs are lower than the Medicare payments 

received by the plan.

Program Financing, Beneficiary Liabilities, 

and Provider Payments

All financial operations for Medicare are handled through 

two trust funds, one for the Hospital Insurance (HI) program 

and one for the Supplementary Medical Insurance (SMI) 

program. These trust funds, which are special accounts in 

the U.S. Treasury, are credited with all receipts and 

charged with all expenditures for benefits and administrative costs. The trust funds cannot be used for any other 

purpose. Assets not needed for the payment of costs are 

invested in special Treasury securities. The following sections describe Medicare's financing provisions, beneficiary 

cost-sharing requirements, and the basis for determining 

Medicare reimbursements to health care providers.

Program Financing

The HI program is financed primarily through a mandatory 

payroll tax. Almost all employees and self-employed workers in the United States work in employment covered by the 

HI program and pay taxes to support the cost of benefits for 

aged and disabled beneficiaries. The HI tax rate is 1.45 

percent of earnings, to be paid by each employee and a 

matching amount by the employer for each employee, and 

2.90 percent for self-employed persons. Beginning in 1994, 

this tax is paid on all covered wages and self-employment 

income without limit. (Prior to 1994, the tax applied only up 

to a specified maximum amount of earnings.) The HI tax 

rate is specified in the Social Security Act and cannot be 

changed without legislation.

The HI trust fund also receives income from the following sources: (1) a portion of the income taxes levied on 

Social Security benefits paid to high-income beneficiaries; 

(2) premiums from certain persons who are not otherwise 

eligible and choose to enroll voluntarily; (3) reimbursements from the general fund of the U.S. Treasury for the 

cost of providing HI coverage to certain aged persons who 

retired when the HI program began and thus were unable 

to earn sufficient quarters of coverage (and those federal 

retirees similarly unable to earn sufficient quarters of Medicare-qualified federal employment); (4) interest earnings on 

its invested assets; and (5) other small miscellaneous 

income sources. The taxes paid each year are used mainly 

to pay benefits for current beneficiaries.

The SMI program is financed through premium payments ($66.60 per beneficiary per month in 2004) and contributions from the general fund of the U.S. Treasury. 

Beneficiary premiums are generally set at a level that covers 25 percent of the average expenditures for aged beneficiaries. Therefore, the contributions from the general fund 

of the U.S. Treasury are the largest source of SMI income. 

The SMI trust fund also receives income from interest earnings on its invested assets, as well as a small amount of 

miscellaneous income. Beneficiary premiums and general 

fund payments are redetermined annually, to match estimated program costs for the following year. 

Capitation payments to Medicare+Choice plans are 

financed from the HI and SMI trust funds in proportion to 

the relative weights of HI and SMI benefits to the total benefits paid by the Medicare program.

Beneficiary Payment Liabilities

Fee-for-service beneficiaries are responsible for charges 

not covered by the Medicare program and for various costsharing aspects of both HI and SMI. These liabilities may 

be paid (1) by the Medicare beneficiary; (2) by a third party, 

such as an employer-sponsored retiree health plan or private "Medigap" insurance; or (3) by Medicaid, if the person 

is eligible. The term "Medigap" is used to mean private 

health insurance that pays, within limits, most of the health 

care service charges not covered by Parts A or B of Medicare. These policies, which must meet federally imposed 

standards, are offered by Blue Cross and Blue Shield (BC/

BS) and various commercial health insurance companies.

For beneficiaries enrolled in Medicare+Choice plans, 

the beneficiary's payment share is based on the cost-sharing structure of the specific plan selected by the beneficiary, since each plan has its own requirements. Most plans 

have lower deductibles and coinsurance than are required 
36 ♦ Annual Statistical Supplement, 2003 

of fee-for-service beneficiaries. Such beneficiaries pay the 

monthly Part B premium and may, depending on the plan, 

pay an additional plan premium.

For hospital care covered under HI, a fee-for-service 

beneficiary's payment share includes a one-time deductible 

amount at the beginning of each benefit period ($876 in 

2004). This deductible covers the beneficiary's part of the 

first 60 days of each spell of inpatient hospital care. If continued inpatient care is needed beyond the 60 days, additional coinsurance payments ($219 per day in 2004) are 

required through the 90th day of a benefit period. Each HI 

beneficiary also has a "lifetime reserve" of 60 additional 

hospital days that may be used when the covered days 

within a benefit period have been exhausted. Lifetime 

reserve days may be used only once, and coinsurance 

payments ($438 per day in 2004) are required. 

For skilled nursing care covered under HI, Medicare 

fully covers the first 20 days of SNF care in a benefit 

period. But for days 21–100, a copayment ($109.50 per 

day in 2004) is required from the beneficiary. After 100 

days of SNF care per benefit period, Medicare pays nothing for SNF care. Home health care has no deductible or 

coinsurance payment by the beneficiary. In any HI service, 

the beneficiary is responsible for fees to cover the first 3 

pints or units of nonreplaced blood per calendar year. The 

beneficiary has the option of paying the fee or of having the 

blood replaced.

There are no premiums for most people covered by the 

HI program. Eligibility is generally earned through the work 

experience of the beneficiary or of his or her spouse. However, most aged people who are otherwise ineligible for 

premium-free HI coverage can enroll voluntarily by paying 

a monthly premium, if they also enroll in SMI. For people 

with fewer than 30 quarters of coverage as defined by SSA, 

the 2004 HI monthly premium rate is $343; for those with 

30 to 39 quarters of coverage, the rate is reduced to $189. 

Voluntary coverage upon payment of the HI premium, with 

or without enrolling in SMI, is also available to disabled 

individuals for whom cash benefits have ceased due to 

earnings in excess of those allowed for receiving cash benefits.

For SMI, the beneficiary's payment share includes the 

following: one annual deductible (currently $100); the 

monthly premiums; the coinsurance payments for SMI services (usually 20 percent of the medically allowed 

charges); a deductible for blood; certain charges above the 

Medicare-allowed charge (for claims not on assignment); 

and payment for any services that are not covered by Medicare. For outpatient mental health treatment services, the 

beneficiary is liable for 50 percent of the approved charges.

Provider Payments

For HI, before 1983, payments to providers were made on 

a reasonable cost basis. Medicare payments for most inpatient hospital services are now made under a reimbursement mechanism known as the prospective payment system (PPS). Under PPS, a specific predetermined amount is 

paid for each inpatient hospital stay, based on each stay's 

diagnosis-related group (DRG) classification. In some 

cases the payment the hospital receives is less than the 

hospital's actual cost for providing the HI-covered inpatient 

hospital services for the stay; in other cases it is more. The 

hospital absorbs the loss or makes a profit. Certain payment adjustments exist for extraordinarily costly inpatient 

hospital stays. Payments for skilled nursing care, home 

health care, inpatient rehabilitation, and long-term hospital 

care are made under separate prospective payment systems. Payments for psychiatric hospital care are currently 

reimbursed on a reasonable cost basis, but a prospective 

payment system is expected to be implemented in the near 

future, as required by the Balanced Budget Act (BBA).

For SMI, before 1992, physicians were paid on the 

basis of reasonable charge. This amount was initially 

defined as the lowest of (1) the physician's actual charge; 

(2) the physician's customary charge; or (3) the prevailing 

charge for similar services in that locality. Beginning January 1992, allowed charges were defined as the lesser of (1) 

the submitted charges, or (2) the amount determined by a 

fee schedule based on a relative value scale (RVS). Payments for DME and clinical laboratory services are also 

based on a fee schedule. Most hospital outpatient services 

are reimbursed on a prospective payment system, and 

home health care is reimbursed under the same prospective payment system as HI.

If a doctor or supplier agrees to accept the Medicareapproved rate as payment in full ("takes assignment"), then 

payments provided must be considered as payments in full 

for that service. The provider may not request any added 

payments (beyond the initial annual deductible and coinsurance) from the beneficiary or insurer. If the provider 

does not take assignment, the beneficiary will be charged 

for the excess (which may be paid by Medigap insurance). 

Limits now exist on the excess that doctors or suppliers can 

charge. Physicians are "participating physicians" if they 

agree before the beginning of the year to accept assignment for all Medicare services they furnish during the year. 

Since Medicare beneficiaries may select their doctors, they 

have the option to choose those who participate.

Medicare payments to Medicare+Choice plans are 

based on a blend of local and national capitated rates, generally determined by the capitation payment methodology 

described in section 1853 of the Social Security Act. Actual 

payments to plans vary based on demographic characteristics of the enrolled population. New "risk adjusters" based 

on demographics and health status are currently being 

phased in to better match Medicare capitation payments to 

the expected costs of individual beneficiaries.
Annual Statistical Supplement, 2003 ♦ 37

Claims Processing

Medicare's HI and SMI fee-for-service claims are processed by non-government organizations or agencies that 

contract to serve as the fiscal agent between providers and 

the federal government. These claims processors are 

known as intermediaries and carriers. They apply the Medicare coverage rules to determine the appropriateness of 

claims.

Medicare intermediaries process HI claims for institutional services, including inpatient hospital claims, SNFs, 

HHAs, and hospice services. They also process outpatient 

hospital claims for SMI. Examples of intermediaries are BC/

BS (which utilize their plans in various states) and other 

commercial insurance companies. Intermediaries' responsibilities include the following:

• Determining costs and reimbursement amounts.

• Maintaining records.

• Establishing controls. 

• Safeguarding against fraud and abuse or excess use.

• Conducting reviews and audits.

• Making the payments to providers for services.

• Assisting both providers and beneficiaries as needed.

Medicare carriers handle SMI claims for services by 

physicians and medical suppliers. Examples of carriers are 

the BS plans in a state, and various commercial insurance 

companies. Carriers' responsibilities include the following:

• Determining charges allowed by Medicare.

• Maintaining quality-of-performance records. 

• Assisting in fraud and abuse investigations. 

• Assisting both suppliers and beneficiaries as needed.

• Making payments to physicians and suppliers for services that are covered under SMI.

Quality improvement organizations (QIOs; formerly 

called peer review organizations, or PROs) are groups of 

practicing health care professionals who are paid by the 

federal government to generally oversee the care provided 

to Medicare beneficiaries in each state and to improve the 

quality of services. QIOs educate other health care professionals and assist in the effective, efficient, and economical 

delivery of health care services to the Medicare population. 

The ongoing effort to combat monetary fraud and abuse in 

the Medicare program was intensified after enactment of 

the Health Insurance Portability and Accountability Act of 

1996 (Public Law 104-191), which created the Medicare 

Integrity Program. Prior to this 1996 legislation, CMS was 

limited by law to contracting with its current carriers and fiscal intermediaries to perform payment safeguard activities.

The Medicare Integrity Program provided CMS with stable, 

increasing funding for payment safeguard activities, as well 

as new authorities to contract with entities to perform specific payment safeguard functions.

Administration

The Department of Health and Human Services (HHS) has 

the overall responsibility for administration of the Medicare 

program. Within HHS, responsibility for administering Medicare rests with CMS. SSA assists, however, by initially 

determining an individual's Medicare entitlement, by withholding Part B premiums from the Social Security benefit 

checks of beneficiaries, and by maintaining Medicare data 

on the master beneficiary record, which is SSA's primary 

record of beneficiaries. The Internal Revenue Service in 

the Department of the Treasury collects the HI payroll taxes 

from workers and their employers.

A Board of Trustees, composed of two appointed members of the public and four members who serve by virtue of 

their positions in the federal government, oversees the 

financial operations of the HI and SMI trust funds. The Secretary of the Treasury is the managing trustee. The Board 

of Trustees reports to Congress on the financial and actuarial status of the Medicare trust funds on or about the first 

day of April each year.

State agencies (usually state Health Departments 

under agreements with CMS) identify, survey, and inspect 

provider and supplier facilities and institutions wishing to 

participate in the Medicare program. In consultation with 

CMS, these agencies then certify the facilities that are qualified.

Data Summary

The Medicare program covers 95 percent of our nation's 

aged population, as well as many people who are on Social 

Security because of disability. In 2002, HI covered about 40 

million enrollees with benefit payments of $149.9 billion, 

and SMI covered about 38 million enrollees with benefit 

payments of $111.0 billion. Administrative costs were under 

2 percent of HI and under 2 percent of SMI disbursements 

for 2002. Total disbursements for Medicare in 2002 were 

$265.7 billion.

Note: Medicare enrollment data are based on estimates 

prepared for the 2003 annual report of the Medicare Board 

of Trustees to Congress (available on the Web at http://

www.cms.hhs.gov/publications/trusteesreport). Medicare 

benefits, administrative costs, and total disbursements for 

2002 are actual amounts for the calendar year, as reported 

by the Department of the Treasury.

CONTACT: Clare McFarland (410) 786-6390.
38 ♦ Annual Statistical Supplement, 2003 

Medicare: History of Provisions

Insured Status

Entitlement to Hospital Insurance Benefits

1965. Individual aged 65 or older entitled to monthly benefits under the Social Security or Railroad Retirement 

program, or aged 65 before 1968, or 3 quarters of coverage (QC) after 1965 and before attainment of age 65.

1967. 3 QC for each year after 1966 and before attainment 

of age 65.

1972. Disabled individual, under age 65, entitled to disability benefits for 24 consecutive months under the Social 

Security or Railroad Retirement program (excludes 

spouses and children of disabled individuals). Individual under age 65 who has end stage renal disease 

(ESRD) and who is either fully or currently insured, or 

is entitled to monthly benefits under the Social Security 

or Railroad Retirement program or is the spouse or 

dependent child of such an insured individual or beneficiary. Entitlement begins on the first day of the third 

month following the initiation of a course of renal dialysis and ends with the 12th month following the month in 

which either the dialysis terminates or the individual 

has a renal transplant.

Individual aged 65 or older enrolled in the SMI program 

who is not otherwise entitled to HI benefits, upon voluntary participation with payment of Hospital Insurance 

premium.

1980. Individual who would be entitled to monthly benefits 

under the Social Security or Railroad Retirement program if application were made.

Disabled individual under age 65 entitled to disability 

benefits for at least 24 months, not necessarily consecutive, under the Social Security or Railroad Retirement 

program.

Medicare coverage extended for up to 36 months for 

disabled individuals whose disability continues, but 

whose monthly benefit ceased because they engaged 

in substantial gainful activity.

Second waiting period eliminated if a former disabledworker beneficiary becomes entitled again within 5 

years (7 years for disabled widows and widowers and 

disabled children aged 18 or older).

1982. Federal employees covered under HI based on QC 

for earnings as federal employees and/or based on 

deemed QC for earnings as federal employees before 

1983.

1983. Employees of nonprofit organizations, effective

January 1, 1984.

1986. Mandatory coverage for state and local government 

employees not covered under Social Security and 

hired after March 31, 1986.

1987. Second waiting period eliminated if a former disabled 

beneficiary becomes entitled again (no time limit).

1989. Disabled individuals under age 65 who are no longer 

entitled to Social Security disability benefits because 

their earnings exceeded the substantial gainful activity 

level have the option to purchase Medicare coverage 

by paying the HI and SMI premiums.

2000. The 24-month waiting period (otherwise required for 

an individual to establish Medicare eligibility on the 

basis of a disability) is waived for persons with amyotrophic lateral sclerosis, effective July 1, 2001.

Entitlement to Supplementary Medical Insurance 

Benefits

1965. U.S. resident (citizen or lawfully admitted alien with 5 

years continuous residence) aged 65 or older or any 

individual entitled to HI benefits, upon voluntary participation with payment of SMI premium.

1972. Individual under age 65 entitled to HI benefits, upon 

voluntary participation with payment of SMI premium.

Medicare Benefits

HI and SMI

1965. Requires that Medicare be secondary payer to benefits provided by liability insurance policies or under nofault insurance.

1981. Requires that Medicare be secondary payer to 

employer-based group health plans for beneficiaries 

entitled to Medicare solely due to end stage renal disease (ESRD) for up to 12 months.

1982. For workers and their spouses aged 65-69, Medicare 

is the secondary payer when benefits are provided 

under an employer-based group health plan (applicable to employers with 20 or more employees who sponsor or contribute to the group plan).

Health maintenance organizations (HMOs) will be 

authorized as providers of benefits. The Secretary of 

Health and Human Services must certify the prospective payment mechanism for HMOs before implementation.

1984. Medicare secondary payer provisions are extended 

to spouses aged 65-69 of workers under age 65 whose 

employer-based group health plan covers such 

spouses.

For HMOs, includes medical and other health services 

furnished by clinical psychologists.

1985. Provides payment for liver transplant services.
Annual Statistical Supplement, 2003 ♦ 39

1986. Extends the working age secondary payer provision 

to cover workers and their spouses beyond age 69.

For HMOs that offered organ transplants as a basic 

health service on April 15, 1985, such services may be 

offered from October 1, 1985, through April 1, 1988.

For disabled individuals who are covered by employerbased health plans (with at least 100 employees), 

Medicare is the secondary payer, effective for 1987-

1991.

1987. Requires HMOs/competitive medical plans that 

cease to contract with Medicare to provide or arrange 

supplemental coverage of benefits related to preexisting conditions for the lesser of 6 months or the duration 

of an exclusion period.

Specifies in law that in order to be eligible for home 

health care, a Medicare beneficiary must have a 

restricted ability to leave the home, requiring the assistance of another or the aid of a supportive device (such 

as crutches, a cane, a wheelchair, or a walker).

Clarifies that the secondary payer provision for disabled individuals covered under employer-based 

health plans for employers with at least 500 employees 

applies to employers who are government entities.

1990. Requires that Medicare be the secondary payer to 

employer-based group health plans for beneficiaries 

entitled to Medicare solely due to ESRD for up to 18 

months (extended from 12 months), effective February 

1, 1991, to January 1, 1996.

The secondary payer provision for disabled beneficiaries covered under large employer plans (see 1986); 

effective through September 30, 1995.

1993. The secondary payer provision for disabled beneficiaries covered under large employer plans is effective 

through September 30, 1998.

The secondary payer provision for beneficiaries with 

ESRD applies to all beneficiaries with end stage renal 

disease, not only those entitled to Medicare solely on 

the basis of it. The extension to include the first 18 

months of an individual's entitlement on the basis of 

ESRD is effective through September 30, 1998.

1997. Established an expanded set of options for the delivery of health care under Medicare, referred to as Medicare+Choice. All Medicare beneficiaries can receive 

their Medicare benefits through the original fee-for-service program. In addition, most beneficiaries can 

choose instead to receive their Medicare benefits 

through one of the following Medicare+Choice plans: 

(1) coordinated care plans (such as HMOs, providersponsored organizations, and preferred provider organizations); (2) Medical Savings Account (MSA)/High 

Deductible plans (through a demonstration available 

for up to 390,000 beneficiaries); or (3) private fee-forservice plans. Except for MSA plans, all Medicare+Choice plans are required to provide the current 

Medicare benefit package (excluding hospice services) 

and any additional health services required under the 

adjusted community rate (ACR) process. MSA plans 

provide Medicare benefits after a single high deductible 

is met, and enrollees receive an annual deposit in their 

Medical Savings Account. Transition rules for current 

Medicare HMO program also provided.

The provision making Medicare the secondary payer 

for disabled beneficiaries covered under large 

employer plans, previously scheduled to expire September 30, 1998, made permanent.

The provision making Medicare secondary payer for 

the first 12 months of entitlement due to ESRD, which 

had been extended on a temporary basis (through 

September 30, 1998) to include the first 18 months of 

entitlement, has been extended, permanently, to 

include the first 30 months of entitlement on the basis 

of ESRD.

Hospital Insurance

1965. In each benefit period, inpatient hospital services, 90 

days. Includes semiprivate accommodations, operating 

room, hospital equipment (including renal dialysis), laboratory tests and X-ray, drugs, dressings, general nursing services, and services of interns and residents in 

medical osteopathic or dentistry training. Inpatient psychiatric hospital care limited to 190-day lifetime maximum. Outpatient hospital diagnostic services. Posthospital extended-care services, 100 days (including 

physical, occupational, and speech therapy). Post-hospital home health services, 100 visits. Deductible and 

coinsurance provisions (see Table 2.C1).

1967. Lifetime reserve of 60 additional days of inpatient 

hospital services. Outpatient hospital diagnostic services transferred to SMI.

1972. Services of interns and residents in podiatry training.

1980. Unlimited home health visits in a year. Requirement 

for prior hospitalization eliminated. Home health services provided for up to 4 days a week and up to 21 

consecutive days.

Alcohol detoxification facility services.

1981. Part A coinsurance is based on the deductible for the 

calendar year in which services are received rather 

than the deductible in effect at the time the beneficiary's spell of illness began, starting in 1982.

Alcohol detoxification facility services eliminated.

1982. Beneficiaries expected to live 6 months or less may 

elect to receive hospice care benefits instead of other 

Medicare benefits. May elect maximum of two 90-day 
40 ♦ Annual Statistical Supplement, 2003 

and one 30-day hospice care periods, effective November 1, 1983, to October 1, 1986.

1984. For durable medical equipment provided by home 

health agencies, the payment amount is reduced from 

100 percent of costs to 80 percent of reasonable 

charges.

1986. Set the Part A deductible for 1987 at $520 with 

resulting increases in cost sharing. Increased the Part 

A deductible annually by the applicable percentage 

increase in the hospital prospective payment rates.

Hospice care benefit (enacted in 1982) made permanent.

1987. Specifies in law that in order to be eligible for home 

health care, a Medicare beneficiary must have a 

restricted ability to leave the home, requiring the assistance of another or the aid of a supportive device (such 

as crutches, a cane, a wheelchair, or a walker).

1988. Enrollee pays annual hospital deductible (set at $560 

for 1989) and Medicare pays balance of covered 

charges, regardless of the number of days of hospitalization (except for psychiatric hospital care, which is 

still limited by 190-day lifetime maximum).

The number of days in a skilled nursing facility 

changed to 150 per year. Deletes the requirement for a 

prior hospital stay of 3 or more consecutive days.

Expands home health care to provide care for less than 

7 days per week and up to 38 consecutive days.

Hospice care extended beyond 210 days when beneficiary is certified as terminally ill.

All 1988 provisions became effective January 1, 1989.

1989. The spell of illness and benefit period coverage of 

laws prior to 1988 return to the determination of inpatient hospital benefits in 1990 and later. After the 

deductible is paid in benefit period, Medicare pays 100 

percent of covered costs for the first 60 days of inpatient hospital care. Coinsurance applies for the next 30 

days in a benefit period.

The requirement for a prior hospital stay of 3 or more 

consecutive days is reinstated for skilled nursing facility 

services. Coverage returns to 100 days post-hospital 

care per spell of illness with a daily coinsurance rate in 

effect for days 21 through 100.

Home health services return to a limit of 21 consecutive days of care. Provision providing for home health 

care for fewer than 7 days per week continued due to a 

court decision.

Hospice care is returned to a lifetime limit of 210 days.

1990. Hospice care is extended beyond 210 days when 

beneficiary is certified as terminally ill.

1997. Home health services not associated with a hospital 

or skilled nursing facility stay for individuals enrolled in 

both HI and SMI are transferred from the HI program to 

the SMI program, effective January 1998. The HI program will continue to cover the first 100 visits following 

a hospital stay of at least 3 consecutive days or a 

skilled-nursing facility stay. The cost to the SMI trust 

fund of the transferred services will phase in over a 6-

year period (that is, the HI trust fund will transfer funds 

to the SMI trust fund during that period).

Limits on the number of hours and days that home 

health care can be provided have been clarified. "Part 

time" now defined as skilled nursing and home health 

aide services (combined) furnished any number of 

days per week, for less than 8 hours per day and 28 or 

fewer hours per week. "Intermittent" now defined as 

skilled nursing care provided for fewer than 7 days 

each week, or less than 8 hours each day (combined) 

for 21 days or less.

Hospice benefit periods are restructured to include two 

90-day periods, followed by an unlimited number of 60-

day periods.

Medicare coverage provided for a number of prevention initiatives, most of which covered under SMI program. HI program affected mainly by two of the 

initiatives: (1) annual prostate cancer screening for 

male beneficiaries aged 50 or older, effective January 

1, 2000; and (2) colorectal screening procedures, 

including fecal-occult blood tests and flexible sigmoidoscopies, for beneficiaries age 50 or older, colonoscopy 

for beneficiaries at high risk for colorectal cancer, and 

other procedures, including screening barium enemas 

under certain circumstances.

2000. The homebound benefit is clarified to specify that 

beneficiaries who require home health services may 

attend adult day-care for therapeutic, psychosocial, or 

medical treatment and still remain eligible for the home 

health benefit. Homebound beneficiaries may also 

attend religious services without being disqualified from 

receiving home health benefits.

Effective July 1, 2001, the 24-month waiting period 

(otherwise required for an individual to establish Medicare eligibility on the basis of a disability) is waived for 

persons with amyotrophic lateral sclerosis. The entitlement to Medicare begins with the first month of the 

Social Security Administration’s determination of eligibility for Disability Insurance benefits.

There were no changes in 2001 affecting beneficiaries.

Supplementary Medical Insurance

1965. Physician and surgeon services. In-hospital services 

of anesthesiologists, pathologists, radiologists, and 

psychiatrists. Limited dental services. Home health ser-
Annual Statistical Supplement, 2003 ♦ 41

vices, 100 visits in calendar year. Other medical services including various diagnostic tests, limited 

ambulance services, prosthetic devices, rental of durable medical equipment used at home (including equipment for dialysis), and supplies used for fractures. For 

deductible and coinsurance provisions, see Table 2.C1.

Beginning in 1966, the beneficiary pays a $50 deductible, with a 3-month carryover provision.

1967. Outpatient hospital diagnostic services transferred 

from HI. Includes physical therapy services in a facility. 

Purchase of durable medical equipment.

1972. Physical therapy services furnished by a therapist in 

his or her office or individual's home (calendar year 

limit of $100). Chiropractor services (limited to manual 

manipulation of the spine). Outpatient services include 

speech pathology services furnished in, or under 

arrangements with, a facility or agency. Services of a 

doctor of optometry in furnishing prosthetic lenses.

Beginning in 1973, the beneficiary pays a $60 deductible.

1977. Services in rural health clinics.

1980. Home health services. Deductible applicable to 

home health services is eliminated, effective July 1, 

1981.

Facility costs of certain surgical procedures performed 

in freestanding ambulatory surgical centers.

Increase in annual limit for outpatient therapy from 

$100 to $500.

Recognizes comprehensive outpatient rehabilitation 

facilities as Medicare providers.

1981. Beginning in 1982, the beneficiary pays a $75 

deductible, with the carryover provision eliminated.

1984. Hepatitis B and pneumococcal vaccines and blood 

clotting factors and necessary supplies are included as 

Part B benefits. Debridement of mycotic toenails is limited.

For outpatient physical therapy services, includes services of a podiatrist. For outpatient ambulatory surgery, 

includes services of a dentist and podiatrist furnished in 

his or her office.

1986. Includes vision care services furnished by an optometrist.

For occupational therapy services, includes services 

furnished in a skilled nursing facility (when Part A coverage has been exhausted), in a clinic, rehabilitation 

agency, public health agency, or by an independently 

practicing therapist.

Includes outpatient (in addition to previously covered 

inpatient) immunosuppressive drugs for 1 year after 

covered transplant.

Includes occupational therapy services provided in certain delivery settings.

For ambulatory surgical procedures performed in 

ambulatory surgical centers, hospital outpatient departments, and certain physician offices, the Part B coinsurance and deductible are no longer waived.

1987. Increases the maximum payment for mental health 

services and includes outpatient mental health services 

provided by ambulatory hospital-based or hospitalaffiliated programs under the supervision of a physician.

Services provided by clinical social workers when furnished by risk-sharing health maintenance organizations/competitive medical plans, physician assistants in 

rural health manpower shortage areas, clinical psychologists in rural health clinics and community mental 

health centers, and certified nurse-midwives.

Coverage of outpatient immunosuppressive drugs (see 

1986) is broadened/clarified to include prescription 

drugs used in immunosuppressive therapy.

Specifies in law that in order to be eligible for home 

health care, a Medicare beneficiary must have a 

restricted ability to leave the home, requiring the assistance of another or the aid of a supportive device (such 

as crutches, a cane, a wheelchair, or a walker).

1988. Beginning January 1, 1990, the beneficiary pays a 

$75 deductible and 20-percent coinsurance, but once 

out-of-pocket expenses for the deductible and coinsurance exceed $1,370, Medicare pays 100 percent of 

allowable charges for remainder of year.

Beginning in 1991, Medicare pays 50 percent of the 

cost of outpatient prescription drugs above $600. When 

fully implemented in 1993, Medicare will pay 80 percent of prescription drug costs above a deductible that 

assumes that 16.8 percent of Part B enrollees will 

exceed the deductible.

Certain prescription drugs administered in an outpatient or home setting, including immunosuppressive 

drugs (previously covered for 1 year after a covered 

transplant), home intravenous drugs, and certain others, will be covered in 1990 under a new prescription 

drug provision.

1989. Provisions enacted in 1988 and to begin in 1990 and 

1991 are repealed and benefits are restored to levels in 

effect prior to January 1, 1989.

Limits on mental health benefits eliminated in 1990. 

Coverage extended to services of clinical psychologists 

and social workers.

The annual payment limits of $500 per beneficiary for 

outpatient physical therapy services and outpatient 
42 ♦ Annual Statistical Supplement, 2003 

occupational therapy services, each, are raised to 

$750, for 1990 and later. (See 1980.)

1990. Beginning in 1991, routine mammography screenings are covered.

The Part B deductible is set at $100 in 1991 and subsequent years.

Beginning in 1992, physicians' services are reimbursed 

on a fee-schedule basis.

1993. Includes coverage of oral, self-administered

anticancer drugs.

Lengthens the coverage period for immunosuppressive 

drugs after a transplant to 18 months in 1995, 24 

months in 1996, 30 months in 1997, and 36 months 

thereafter. (See 1986.)

The annual payment limits of $750 per beneficiary for 

outpatient physical therapy services and outpatient 

occupational therapy services, each, are raised to $900 

for 1994 and later. (See 1989.)

1997. Home health services not associated with a hospital 

or skilled nursing facility stay for individuals enrolled in 

both HI and SMI are transferred from the HI program to 

the SMI program, effective January 1998. The HI program will continue to cover the first 100 visits following 

a hospital stay of at least 3 consecutive days or a 

skilled nursing facility stay. The cost to the SMI trust 

fund of the transferred services will phase in over a 6-

year period, while the cost of the home health services 

will phase into the SMI premium over 7 years.

Coverage provided for a number of prevention initiatives, including (1) annual screening mammograms for 

female beneficiaries age 40 or older, with SMI deductive waived; (2) screening pap smear and pelvic exam 

(including clinical breast exam) every 3 years or annually for beneficiaries at higher risk, with SMI deductible 

waived; (3) annual prostate cancer screening for male 

beneficiaries aged 50 or older, effective January 1, 

2000; (4) colorectal screening procedures, including 

fecal-occult blood tests and flexible sigmoidoscopies, 

for beneficiaries aged 50 or older, colonoscopy for beneficiaries at high risk for colorectal cancer, and other 

procedures, including screening barium enemas under 

certain circumstances; (5) diabetes outpatient selfmanagement training in nonhospital-based programs 

(previously covered in hospital-based programs only) 

and blood glucose monitors and testing strips for all 

diabetics (previously provided for insulin-dependent 

diabetics only), effective July 1, 1998; (6) procedures to 

identify bone mass, detect bone loss, or determine 

bone quality for certain qualified beneficiaries, at frequencies determined by the Secretary of HHS, effective July 1, 1998.

Beginning January 1999, an annual beneficiary limit of 

$1,500 will apply to all outpatient physical therapy services, except for services furnished by a hospital outpatient department. A separate $1,500 limit will also 

apply to outpatient occupational therapy services, 

except for services furnished by hospital outpatient 

departments. Beginning with 2002, these caps will be 

increased by the percentage increase in the Medical 

Economic Index. (See 1993.)

1999. The coverage period for immunosuppressive drugs 

after a transplant is lengthened to 44 months, for individuals who exhaust their 36 months of coverage in 

2000. For those exhausting their 36 months of coverage in 2001, at least 8 more months will be covered. 

(The Secretary of HHS will specify the increase, if any, 

beyond 8 months.) For those exhausting their 36 

months of coverage in 2002, 2003, or 2004, the number of additional months may be more or less than 8. 

(The Secretary will specify the increase for each of 

these years.) (See 1993.)

The annual payment limits of $1,500 per beneficiary for 

outpatient physical services and outpatient occupational therapy services, each, for services furnished by 

independent practitioners (that is, not by a hospital outpatient department), are suspended for 2000 and 2001. 

(See 1997.)

2000. Coverage for screening pap smears and pelvic 

exams (including a clinical breast exam) is provided 

every 2 years (increased from every 3 years) beginning 

July 1, 2001. (Annual coverage continues for beneficiaries at higher risk, and SMI deductible continues to be 

waived.) (See 1997.)

Annual coverage of glaucoma screenings is provided 

for certain high-risk beneficiaries, effective January 1, 

2002.

Screening colonoscopies are covered for all beneficiaries, not just those at high risk, beginning July 1, 2001. 

For persons not at high risk, a screening colonoscopy 

is covered 10 years after a previous one, or 4 years 

after a screening flexible sigmoidoscopy. (See 1997.)

Coverage is provided for medical nutrition therapy services under certain circumstances for beneficiaries who 

have diabetes or a renal disease, effective January 1, 

2002.

The amount of a beneficiary’s copayment for a procedure in a hospital outpatient department is limited, 

beginning April 1, 2001, to the hospital inpatient 

deductible applicable for that year. Also, the Secretary 

of HHS must reduce the effective copayment rate for 

outpatient services to a maximum rate of 57 percent in 

2001 (for services received after April 1); 55 percent in 

2002 and 2003; 50 percent in 2004; 45 percent in 

2005; and 40 percent in 2006 and later.
Annual Statistical Supplement, 2003 ♦ 43

Time and budget limitations are removed on the coverage of immunosuppressive drugs, making coverage of 

these drugs a permanent benefits for beneficiaries who 

have received a covered organ transplant. (See 1999.)

The annual payment limits of $1,500 per beneficiary for 

outpatient physical therapy services and outpatient 

occupational therapy services, each, for services provided by independent practitioners (that is, not by a 

hospital outpatient department), which were suspended for 2000 and 2001, are also suspended for 

2002. (See 1999.)

The homebound benefit is clarified to specify that beneficiaries who require home health services may attend 

adult day-care for therapeutic, psychosocial, or medical 

treatment and still remain eligible for the home health 

benefit. Homebound beneficiaries may also attend religious services without being disqualified from receiving 

home health benefits.

Effective July 1, 2001, the 24-month waiting period 

(otherwise required for an individual to establish Medicare eligibility on the basis of a disability) is waived for 

persons with amyotrophic lateral sclerosis. The entitlement to Medicare begins with the first month of the 

Social Security Administration’s determination of eligibility for Disability Insurance benefits.

There were no changes in 2001 affecting beneficiaries.

Medicare Financing

Hospital Insurance Taxes

See Table 2.A3.

Appropriations from General Revenues

1965. For HI costs attributable to transitionally insured beneficiaries.

For HI costs attributable to noncontributory wage credits granted for military service prior to 1957 (see Table 

2.A2).

For the SMI program, an amount equal to participant 

premiums.

1972. For cost of SMI not met by enrollee premiums. 

1982. For HI costs attributable to beneficiaries having transitional entitlement based on Medicare-qualified federal employment.

1983. For HI taxes on noncontributory wage credits granted 

for military service (a) from the inception of HI program 

through 1983 and (b) on a current basis, annually, 

beginning in 1984 (see Table 2.A2).

Participant Premiums

See also Table 2.C1.

1965. SMI enrollee premium rate (originally $3 per month) 

to be established annually such as to pay one-half of 

program costs.

1972. SMI enrollee premium rate increase limited to rate of 

increase in OASDI cash benefits.

HI premium (originally $33 per month) to be established annually. Only individuals not otherwise entitled 

to HI but desiring voluntary participation need to pay 

the HI premium.

1983. SMI enrollee premiums for July 1983 to December 

31, 1983, frozen at premium level of June 30, 1983. 

Premiums for January 1, 1984, to December 31, 1985, 

set to cover 25 percent of aged program costs.

1984. SMI enrollee premiums for January 1, 1986, to 

December 31, 1987, will be set to cover 25 percent of 

aged program costs. Increases in the SMI premium 

may not exceed the dollar amount of the Social Security cost-of-living adjustment.

For calculating the amount of SMI premium surcharge 

for individuals from age 65 up to age 70 not previously 

enrolled in SMI, the number of years an individual did 

not enroll because of coverage by employer group 

health insurance will not be taken into account.

1985. Extends through calendar year 1988 the requirement 

that SMI premiums be set to cover 25 percent of aged 

program costs and that increases in the SMI premium 

may not exceed the dollar amount of the Social Security cost-of-living adjustment. 

Premium-paying individuals who do not purchase Part 

A coverage within a specific time after becoming eligible because of age are subject to a 10-percent penalty 

for each 12 months they are late in enrolling. There is a 

cutoff on the length of time these individuals will have 

to pay an enrollment penalty. The 10-percent premium 

penalty would be limited to twice the number of years 

enrollment was delayed. Therefore, if enrollment were 

delayed 1 year, the penalty would be assessed for 2 

years. Individuals in this category and already enrolled 

will have the length of time the higher premium was 

paid credited to them.

1987. Extends through calendar year 1989 the provisions 

requiring that the SMI premium be set to cover 25 percent of aged program costs, prohibiting any increase in 

the premium if there is no Social Security cost-of-living 

adjustment, and continuing to hold beneficiaries harmless from Social Security check reductions as a result 

of a premium increase.
44 ♦ Annual Statistical Supplement, 2003 

1988. Increases in the SMI premium may not exceed the 

dollar amount of the Social Security cost-of-living 

adjustments for 1989 and beyond.

1989. Extends through calendar year 1990 the requirement 

that SMI premiums be set to cover 25 percent of aged 

program costs.

1990. The SMI premium are $29.90 in 1991; $31.80 in 

1992; $36.60 in 1993; $41.10 in 1994; and $46.10 in 

1995. 

1993. SMI enrollee premiums for January 1, 1996, to 

December 31, 1998, will be set to cover 25 percent of 

aged program costs.

1997. The SMI premium is permanently set at 25 percent of 

program costs.

Income from Taxation of OASDI Benefits

1993. The additional income tax revenues resulting from 

the increase in the taxable percentage applicable to 

OASDI benefits (an increase from 50 percent to 85 percent, see Table 2.A31) are transferred to the HI trust 

fund.

Interfund Borrowing

1981. See Table 2.A6.

1983. See Table 2.A6.

CONTACT: Clare McFarland (410) 786-6390.
Annual Statistical Supplement, 2003 ♦ 45

Medicaid

The following are brief summaries of complex subjects. 

They should be used only as overviews and general guides 

to the Medicare and Medicaid programs. The views 

expressed herein do not necessarily reflect the policies or 

legal positions of the Centers for Medicare & Medicaid Services or the Department of Health and Human Services 

(DHHS). These summaries do not render any legal, 

accounting, or other professional advice, nor are they 

intended to explain fully all of the provisions or exclusions 

of the relevant laws, regulations, and rulings of the Medicare and Medicaid programs. Original sources of authority 

should be researched and utilized.

Overview

Title XIX of the Social Security Act is a federal/state entitlement program that pays for medical assistance for certain 

individuals and families with low incomes and resources. 

This program, known as Medicaid, became law in 1965 as 

a cooperative venture jointly funded by the federal and 

state governments (including the District of Columbia and 

the Territories) to assist states in furnishing medical assistance to eligible needy persons. Medicaid is the largest 

source of funding for medical and health-related services 

for America's poorest people.

Within broad national guidelines established by federal 

statutes, regulations, and policies, each state (1) establishes its own eligibility standards; (2) determines the type, 

amount, duration, and scope of services; (3) sets the rate of 

payment for services; and (4) administers its own program. 

Medicaid policies for eligibility, services, and payment are 

complex and vary considerably, even among states of similar size or geographic proximity. Thus, a person who is eligible for Medicaid in one state may not be eligible in 

another state, and the services provided by one state may 

differ considerably in amount, duration, or scope from services provided in a similar or neighboring state. In addition, 

state legislatures may change Medicaid eligibility, services, 

or reimbursement during the year.

Basis of Eligibility and Maintenance 

Assistance Status

Medicaid does not provide medical assistance for all poor 

persons. Under the broadest provisions of the federal statute, Medicaid does not provide health care services even 

for very poor persons unless they are in one of the groups 

designated below. Low income is only one test for Medicaid 

eligibility for those within these groups; their resources also 

are tested against threshold levels (as determined by each 

state within federal guidelines).

States generally have broad discretion in determining 

which groups their Medicaid programs will cover and the 

financial criteria for Medicaid eligibility. To be eligible for 

federal funds, however, states are required to provide Medicaid coverage for certain individuals who receive federally 

assisted income-maintenance payments, as well as for 

related groups not receiving cash payments. In addition to 

their Medicaid programs, most states have additional 

"state-only" programs to provide medical assistance for 

specified poor persons who do not qualify for Medicaid. 

Federal funds are not provided for state-only programs. 

The following enumerates the mandatory Medicaid "categorically needy" eligibility groups for which federal matching funds are provided:

• Individuals are generally eligible for Medicaid if they 

meet the requirements for the Aid to Families with 

Dependent Children (AFDC) program that were in 

effect in their state on July 16, 1996, or—at state 

option—more liberal criteria.

• Children under age 6 whose family income is at or 

below 133 percent of the federal poverty level (FPL).

• Pregnant women whose family income is below 133 

percent of the FPL (services to these women are limited to those related to pregnancy, complications of 

pregnancy, delivery, and postpartum care).

• Supplemental Security Income (SSI) recipients in most 

states (some states use more restrictive Medicaid eligibility requirements that pre-date SSI).

• Recipients of adoption or foster care assistance under 

Title IV of the Social Security Act.

• Special protected groups (typically individuals who lose 

their cash assistance due to earnings from work or 

from increased Social Security benefits, but who may 

keep Medicaid for a period of time).

• All children born after September 30, 1983, who are 

under age 19, in families with incomes at or below the 

FPL.

• Certain Medicare beneficiaries (described later).

States also have the option of providing Medicaid coverage for other "categorically related" groups. These 

optional groups share characteristics of the mandatory 

groups (that is, they fall within defined categories), but the 

eligibility criteria are somewhat more liberally defined. The 

broadest optional groups for which states will receive federal matching funds for coverage under the Medicaid program include the following:

• Infants up to age 1 and pregnant women not covered 

under the mandatory rules whose family income is no 

more than 185 percent of the FPL (the percentage 

amount is set by each state).
46 ♦ Annual Statistical Supplement, 2003 

• Children under age 21 who meet the AFDC income 

and resources requirements that were in effect in their 

state on July 16, 1996.

• Institutionalized individuals eligible under a "special 

income level" (the amount is set by each state, up to 

300 percent of the SSI federal benefit rate).

• Individuals who would be eligible if institutionalized but 

who are receiving care under home and communitybased services waivers.

• Certain aged, blind, or disabled adults who have 

incomes above those requiring mandatory coverage, 

but below the FPL.

• Recipients of state supplementary income payments.

• Certain working-and-disabled persons with family 

income less than 250 percent of the FPL who would 

qualify for SSI if they did not work. 

• TB-infected persons who would be financially eligible 

for Medicaid at the SSI income level if they were within 

a Medicaid-covered category (however, coverage is 

limited to TB-related ambulatory services and TB 

drugs).

• Certain uninsured or low-income women who are 

screened for breast or cervical cancer through a program administered by the Centers for Disease Control. 

The Breast and Cervical Cancer Prevention and Treatment Act of 2000 (Public Law 106-354) provides these 

women with medical assistance and follow-up diagnostic services through Medicaid. 

• "Optional targeted low-income children" included within 

the State Children's Health Insurance Program 

(SCHIP) established by the Balanced Budget Act 

(BBA) of 1997 (Public Law 105-33).

• "Medically needy" persons (described below).

The medically needy (MN) option allows states to 

extend Medicaid eligibility to additional persons. These persons would be eligible for Medicaid under one of the mandatory or optional groups, except that their income and/or 

resources are above the eligibility level set by their state. 

Persons may qualify immediately or may "spend down" by 

incurring medical expenses that reduce their income to or 

below their state's MN income level.

Medicaid eligibility and benefit provisions for the medically needy do not have to be as extensive as for the categorically needy, and may be quite restrictive. Federal 

matching funds are available for MN programs. However, if 

a state elects to have a MN program, there are federal 

requirements that certain groups and certain services must 

be included; that is, children under age 19 and pregnant 

women who are medically needy must be covered, and 

prenatal and delivery care for pregnant women, as well as 

ambulatory care for children, must be provided. A state 

may elect to provide MN eligibility to certain additional 

groups and may elect to provide certain additional services 

within its MN program. As of August 2002, 36 states have 

elected to have a MN program and are providing at least 

some MN services to at least some MN beneficiaries. All 

remaining states utilize the "special income level" option to 

extend Medicaid to the "near poor" in medical institutional 

settings.

The Personal Responsibility and Work Opportunity 

Reconciliation Act of 1996 (Public Law 104-193)—known 

as the "welfare reform" bill—made restrictive changes 

regarding eligibility for SSI coverage that impacted the 

Medicaid program. For example, legal resident aliens and 

other qualified aliens who entered the United States on or 

after August 22, 1996 are ineligible for Medicaid for 5 

years. Medicaid coverage for most aliens entering before 

that date and coverage for those eligible after the 5-year 

ban are state options; emergency services, however, are 

mandatory for both of these alien coverage groups. For 

aliens who lose SSI benefits because of the new restrictions regarding SSI coverage, Medicaid can continue only if 

these persons can be covered for Medicaid under some 

other eligibility status (again with the exception of emergency services, which are mandatory). Public Law 104-193 

also affected a number of disabled children, who lost SSI 

as a result of the restrictive changes; however, their eligibility for Medicaid was reinstituted by Public Law 105-33, the 

BBA. 

In addition, welfare reform repealed the open-ended 

federal entitlement program known as Aid to Families with 

Dependent Children (AFDC) and replaced it with Temporary Assistance for Needy Families (TANF), which provides 

states with grants to be spent on time-limited cash assistance. TANF generally limits a family's lifetime cash welfare 

benefits to a maximum of 5 years and permits states to 

impose a wide range of other requirements as well—in particular, those related to employment. However, the impact 

on Medicaid eligibility is not expected to be significant. 

Under welfare reform, persons who would have been eligible for AFDC under the AFDC requirements in effect on 

July 16, 1996 generally will still be eligible for Medicaid. 

Although most persons covered by TANF will receive Medicaid, it is not required by law.

Title XXI of the Social Security Act, known as the State 

Children's Health Insurance Program (SCHIP), is a new 

program initiated by the BBA. In addition to allowing states 

to craft or expand an existing state insurance program, 

SCHIP provides more federal funds for states to expand 

Medicaid eligibility to include a greater number of children 

who are currently uninsured. With certain exceptions, these 

are low-income children who would not qualify for Medicaid 

based on the plan that was in effect on April 15, 1997. 

Funds from SCHIP also may be used to provide medical 

assistance to children during a presumptive eligibility 

period for Medicaid. This is one of several options from 
Annual Statistical Supplement, 2003 ♦ 47

which states may select to provide health care coverage for 

more children, as prescribed within the BBA's Title XXI program.

Medicaid coverage may begin as early as the third 

month prior to application—if the person would have been 

eligible for Medicaid had he or she applied during that time. 

Medicaid coverage generally stops at the end of the month 

in which a person no longer meets the criteria of any Medicaid eligibility group. The BBA allows states to provide 12 

months of continuous Medicaid coverage (without reevaluation) for eligible children under the age of 19.

The Ticket to Work and Work Incentives Improvement 

Act of 1999 (Public Law 106-170) provides or continues 

Medicaid coverage to certain disabled beneficiaries who 

work despite their disability. Those with higher incomes 

may pay a sliding scale premium based on income.

Scope of Medicaid Services

Title XIX of the Social Security Act allows considerable flexibility within the states' Medicaid plans. However, some federal requirements are mandatory if federal matching funds 

are to be received. A state's Medicaid program must offer 

medical assistance for certain basic services to most categorically needy populations. These services generally 

include the following:

• Inpatient hospital services.

• Outpatient hospital services.

• Prenatal care. 

• Vaccines for children.

• Physician services.

• Nursing facility services for persons aged 21 or older.

• Family planning services and supplies.

• Rural health clinic services.

• Home health care for persons eligible for skilled-nursing services.

• Laboratory and X-ray services. 

• Pediatric and family nurse practitioner services.

• Nurse-midwife services.

• Federally qualified health-center (FQHC) services, and 

ambulatory services of an FQHC that would be available in other settings.

• Early and periodic screening, diagnostic, and treatment 

(EPSDT) services for children under age 21.

States may also receive federal matching funds to provide 

certain optional services. Following are the most common 

of the 34 currently approved optional Medicaid services:

• Diagnostic services.

• Clinic services.

• Intermediate care facilities for the mentally retarded 

(ICFs/MR).

• Prescribed drugs and prosthetic devices.

• Optometrist services and eyeglasses.

• Nursing facility services for children under age 21.

• Transportation services. 

• Rehabilitation and physical therapy services.

• Home and community-based care to certain persons 

with chronic impairments.

The BBA included a state option known as Programs of 

All-inclusive Care for the Elderly (PACE). PACE provides 

an alternative to institutional care for persons aged 55 or 

older who require a nursing facility level of care. The PACE 

team offers and manages all health, medical, and social 

services and mobilizes other services as needed to provide 

preventive, rehabilitative, curative, and supportive care. 

This care, provided in day health centers, homes, hospitals, 

and nursing homes, helps the person maintain independence, dignity, and quality of life. PACE functions within the 

Medicare program as well. Regardless of source of payment, PACE providers receive payment only through the 

PACE agreement and must make available all items and 

services covered under both Titles XVIII and XIX, without 

amount, duration, or scope limitations and without application of any deductibles, copayments, or other cost sharing. 

The individuals enrolled in PACE receive benefits solely 

through the PACE program.

Amount and Duration of Medicaid Services

Within broad federal guidelines and certain limitations, 

states determine the amount and duration of services 

offered under their Medicaid programs. States may limit, for 

example, the number of days of hospital care or the number of physician visits covered. Two restrictions apply: (1) 

limits must result in a sufficient level of services to reasonably achieve the purpose of the benefits; and (2) limits on 

benefits may not discriminate among beneficiaries based 

on medical diagnosis or condition.

In general, states are required to provide comparable 

amounts, duration, and scope of services to all categorically needy and categorically related eligible persons. 

There are two important exceptions: (1) Medically necessary health care services that are identified under the 

EPSDT program for eligible children, and that are within the 

scope of mandatory or optional services under federal law, 

must be covered even if those services are not included as 

part of the covered services in that state's Plan; and (2) 

states may request "waivers" to pay for otherwise uncovered home and community-based services (HCBS) for 

Medicaid-eligible persons who might otherwise be institutionalized. As long as the services are cost effective, states 
48 ♦ Annual Statistical Supplement, 2003 

have few limitations on the services that may be covered 

under these waivers (except that, other than as a part of 

respite care, states may not provide room and board for the 

beneficiaries). With certain exceptions, a state's Medicaid 

program must allow beneficiaries to have some informed 

choices among participating providers of health care and to 

receive quality care that is appropriate and timely.

Payment for Medicaid Services

Medicaid operates as a vendor payment program. States 

may pay health care providers directly on a fee-for-service 

basis, or states may pay for Medicaid services through various prepayment arrangements, such as health maintenance organizations (HMOs). Within federally imposed 

upper limits and specific restrictions, each state for the 

most part has broad discretion in determining the payment 

methodology and payment rate for services. Generally, 

payment rates must be sufficient to enlist enough providers 

so that covered services are available at least to the extent 

that comparable care and services are available to the general population within that geographic area. Providers participating in Medicaid must accept Medicaid payment rates 

as payment in full. States must make additional payments 

to qualified hospitals that provide inpatient services to a 

disproportionate number of Medicaid beneficiaries and/or 

to other low-income or uninsured persons under what is 

known as the "disproportionate share hospital" (DSH) 

adjustment. During 1988–1991, excessive and inappropriate use of the DSH adjustment resulted in rapidly increasing federal expenditures for Medicaid. Under legislation 

passed in 1991, 1993, and again within the BBA of 1997, 

the federal share of payments to DSH hospitals was somewhat limited. However, the Medicare, Medicaid, and SCHIP 

Benefits Improvement and Protection Act (BIPA) of 2000 

(Public Law 106-554) increased DSH allotments for 2001 

and 2002 and made other changes to DSH provisions that 

resulted in increased costs to the Medicaid program. 

States may impose nominal deductibles, coinsurance, 

or copayments on some Medicaid beneficiaries for certain 

services. The following Medicaid beneficiaries, however, 

must be excluded from cost sharing: pregnant women, children under age 18, and hospital or nursing home patients 

who are expected to contribute most of their income to 

institutional care. In addition, all Medicaid beneficiaries 

must be exempt from copayments for emergency services 

and family planning services.

The federal government pays a share of the medical 

assistance expenditures under each state's Medicaid program. That share, known as the Federal Medical Assistance Percentage (FMAP), is determined annually by a 

formula that compares the state's average per capita 

income level with the national income average. States with 

a higher per capita income level are reimbursed a smaller 

share of their costs. By law, the FMAP cannot be lower 

than 50 percent or higher than 83 percent. In fiscal year 

(FY) 2003, the FMAPs varied from 50 percent in twelve 

states to 76.62 percent in Mississippi, and averaged 56.6 

percent overall. The BBA also permanently raised the 

FMAP for the District of Columbia from 50 percent to 70 

percent and raised the FMAP for Alaska from 50 percent to 

59.8 percent through 2000. The BIPA of 2000 further 

adjusted Alaska's FMAP to a higher level for FY 2001–

2005. The Jobs and Growth Tax Relief Reconciliation Act of 

2003 (Public Law 108-27), in order to bring about state fiscal relief in the current troubled economy, has made three 

temporary modifications to the states' FMAP calculation: 

(1) the FMAP for the last two quarters of 2003 will equal the 

greater of the current law FMAPs for 2002 or 2003; (2) the 

FMAP for the first three quarters of 2004 will equal the 

greater of the current law FMAPs for 2003 or 2004; and (3) 

for the last two quarters of 2003 and first three quarters of 

2004, the newly calculated (under 1 and 2 above) FMAP 

will increase by 2.95 percentage points. The federal government pays states a higher share for children covered 

through the SCHIP program. This "enhanced" FMAP averages about 70 percent for all states, compared to the general Medicaid average of 56.6 percent.

The federal government also reimburses states for 100 

percent of the cost of services provided through facilities of 

the Indian Health Service, provides financial help to the 

twelve states that furnish the highest number of emergency 

services to undocumented aliens, and shares in each 

state's expenditures for the administration of the Medicaid 

program. Most administrative costs are matched at 50 percent, although higher percentages are paid for certain 

activities and functions, such as development of mechanized claims processing systems.

Except for the SCHIP program, the Qualifying Individuals (QI) program (described later), and DSH payments, federal payments to states for medical assistance have no set 

limit (cap). Rather, the federal government matches (at 

FMAP rates) state expenditures for the mandatory services, as well as for the optional services that the individual 

state decides to cover for eligible beneficiaries, and 

matches (at the appropriate administrative rate) all necessary and proper administrative costs. The Medicare, Medicaid, and SCHIP Balanced Budget Refinement Act of 1999 

(as incorporated into Public Law 106-113, the appropriations bill for the District of Columbia for FY 2000) increased 

the amount that certain states and the territories can spend 

on DSH and SCHIP payments, respectively. The BIPA set 

upper payment limits for inpatient and outpatient services 

provided by certain types of facilities.

Summary and Trends

Medicaid was initially formulated as a medical care extension of federally funded programs providing cash income 

assistance for the poor, with an emphasis on dependent 

children and their mothers, the disabled, and the elderly. 

Over the years, however, Medicaid eligibility has been 
Annual Statistical Supplement, 2003 ♦ 49

incrementally expanded beyond its original ties with eligibility for cash programs. Legislation in the late 1980s assured 

Medicaid coverage to an expanded number of low-income 

pregnant women, poor children, and to some Medicare 

beneficiaries who are not eligible for any cash assistance 

program. Legislative changes also focused on increased 

access, better quality of care, specific benefits, enhanced 

outreach programs, and fewer limits on services. 

In most years since its inception, Medicaid has had 

very rapid growth in expenditures. This rapid growth has 

been due primarily to the following factors:

• The increase in size of the Medicaid-covered populations as a result of federal mandates, population 

growth, and economic recessions.

• The expanded coverage and utilization of services.

• The DSH payment program, coupled with its inappropriate use to increase federal payments to states.

• The increase in the number of very old and disabled 

persons requiring extensive acute and/or long-term 

health care and various related services. 

• The results of technological advances to keep a 

greater number of very low-birth-weight babies and 

other critically ill or severely injured persons alive and 

in need of continued extensive and very costly care.

• The increase in drug costs and the availability of new 

expensive drugs.

• The increase in payment rates to providers of health 

care services, when compared to general inflation.

As with all health insurance programs, most Medicaid 

beneficiaries incur relatively small average expenditures 

per person each year, and a relatively small proportion 

incurs very large costs. Moreover, the average cost varies 

substantially by type of beneficiary. National data for 2000, 

for example, indicate that Medicaid payments for services 

for 21.6 million children, who constitute 50 percent of all 

Medicaid beneficiaries, average about $1,290 per child (a 

relatively small average expenditure per person). Similarly, 

for 9.6 million adults, who comprise 22 percent of beneficiaries, payments average about $1,930 per person. However, 

certain other specific groups have much larger per-person 

expenditures. Medicaid payments for services for 4.1 million aged, constituting 10 percent of all Medicaid beneficiaries, average about $11,345 per person; for 7.5 million 

disabled, who comprise 18 percent of beneficiaries, payments average about $10,040 per person. When expenditures for these high- and lower-cost beneficiaries are 

combined, the 2000 payments to health care vendors for 

42.8 million Medicaid beneficiaries average $3,935 per person.

Long-term care is an important provision of Medicaid 

that will be increasingly utilized as our nation's population 

ages. The Medicaid program paid for over 41 percent of the 

total cost of care for persons using nursing facility or home 

health services in 2001. National data for 2000 show that 

Medicaid payments for nursing facility services (excluding 

ICFs/MR) totaled $34.4 billion for more than 1.7 million 

beneficiaries of these services—an average expenditure of 

$20,220 per nursing home beneficiary. The national data 

also show that Medicaid payments for home health services totaled $3.1 billion for more than 995,000 beneficiaries—an average expenditure of $3,135 per home health 

care beneficiary. With the percentage of our population who 

are elderly or disabled increasing faster than that of the 

younger groups, the need for long-term care is expected to 

increase.

Another significant development in Medicaid is the 

growth in managed care as an alternative service delivery 

concept different from the traditional fee-for-service system. Under managed care systems, HMOs, prepaid health 

plans (PHPs), or comparable entities agree to provide a 

specific set of services to Medicaid enrollees, usually in 

return for a predetermined periodic payment per enrollee. 

Managed care programs seek to enhance access to quality 

care in a cost-effective manner. Waivers may provide the 

states with greater flexibility in the design and implementation of their Medicaid managed care programs. Waiver 

authority under sections 1915(b) and 1115 of the Social 

Security Act is an important part of the Medicaid program. 

Section 1915(b) waivers allow states to develop innovative 

health care delivery or reimbursement systems. Section 

1115 waivers allow statewide health care reform experimental demonstrations to cover uninsured populations and 

to test new delivery systems without increasing costs. 

Finally, the BBA provided states a new option to use managed care. The number of Medicaid beneficiaries enrolled 

in some form of managed care program is growing rapidly, 

from 14 percent of enrollees in 1993 to 58 percent in 2002.

More than 42.8 million persons received health care 

services through the Medicaid program in FY 2000 (the last 

year for which beneficiary data are available). In FY 2002, 

total outlays for the Medicaid program (federal and state) 

were $258.2 billion, including direct payment to providers of 

$185.8 billion, payments for various premiums (for HMOs, 

Medicare, etc.) of $45.1 billion, payments to disproportionate share hospitals of $15.4 billion, and administrative 

costs of $11.9 billion. Outlays under the SCHIP program in 

FY 2002 were $5.4 billion. With no changes to either program, expenditures under Medicaid and SCHIP are projected to reach $425 billion and $7.5 billion, respectively, by 

FY 2008.

The Medicaid-Medicare Relationship

Medicare beneficiaries who have low incomes and limited 

resources may also receive help from the Medicaid program. For such persons who are eligible for full Medicaid 

coverage, the Medicare health care coverage is supplemented by services that are available under their state's 
50 ♦ Annual Statistical Supplement, 2003 

Medicaid program, according to eligibility category. These 

additional services may include, for example, nursing facility care beyond the 100-day limit covered by Medicare, prescription drugs, eyeglasses, and hearing aids. For persons 

enrolled in both programs, any services that are covered by 

Medicare are paid for by the Medicare program before any 

payments are made by the Medicaid program, since Medicaid is always the "payer of last resort."

Certain other Medicare beneficiaries may receive help 

with Medicare premium and cost-sharing payments through 

their state Medicaid program. Qualified Medicare Beneficiaries (QMBs) and Specified Low-Income Medicare Beneficiaries (SLMBs) are the best-known categories and the 

largest in numbers. QMBs are those Medicare beneficiaries 

who have resources at or below twice the standard allowed 

under the SSI program, and incomes at or below 100 percent of the FPL. For QMBs, Medicaid pays the Hospital 

Insurance (HI) and Supplementary Medical Insurance 

(SMI) premiums and the Medicare coinsurance and 

deductibles, subject to limits that states may impose on 

payment rates. SLMBs are Medicare beneficiaries with 

resources like the QMBs, but with incomes that are higher, 

though still less than 120 percent of the FPL. For SLMBs, 

the Medicaid program pays only the SMI premiums. A third 

category of Medicare beneficiaries who may receive help 

consists of disabled and working individuals. According to 

the Medicare law, disabled and working individuals who 

previously qualified for Medicare because of disability, but 

who lost entitlement because of their return to work 

(despite the disability), are allowed to purchase Medicare 

HI and SMI coverage. If these persons have incomes 

below 200 percent of the FPL but do not meet any other 

Medicaid assistance category, they may qualify to have 

Medicaid pay their HI premiums as Qualified Disabled and 

Working Individuals (QDWIs).

For Medicare beneficiaries with incomes that are 

above 120 percent and less than 175 percent of the FPL, 

the BBA establishes a capped allocation to states, for each 

of the 5 years beginning January 1998, for payment of all or 

some of the Medicare SMI premiums. These beneficiaries 

are known as Qualifying Individuals (QIs). Unlike QMBs 

and SLMBs, who may be eligible for other Medicaid benefits in addition to their QMB/SLMB benefits, the QIs cannot 

be otherwise eligible for medical assistance under a state 

plan. The payment of this QI benefit is 100 percent federally funded, up to the state's allocation.

CMS estimates that Medicaid currently provides some 

level of supplemental health coverage for about 6.5 million 

Medicare beneficiaries.

Note: Medicaid data are based on the projections of the 

Mid-Session Review of the President’s Fiscal Year 2004 

Budget and are consistent with data received from the 

states on the Forms HCFA-2082, HCFA-37, and HCFA-64.

CONTACT: Earl Dirk Hoffman, Jr. (410) 786-7913.
Annual Statistical Supplement, 2003 ♦ 51

Unemployment Insurance

Through federal and state cooperation, unemployment 

insurance programs are designed to provide benefits to 

regularly employed members of the labor force who 

become involuntarily unemployed and who are able and 

willing to accept suitable employment. Workers in all 50 

states, the District of Columbia, Puerto Rico, and the Virgin 

Islands are covered under unemployment insurance programs.

To induce states to enact unemployment insurance 

laws, the Social Security Act of 1935 provided a tax offset 

incentive. A uniform national tax was imposed on payrolls 

of industrial and commercial employers who employed 

eight or more workers in 20 or more weeks in a calendar 

year. Employers who paid taxes to a state with an approved 

unemployment insurance law could credit (offset) up to 90 

percent of the state tax against the federal tax. This insured 

that employers in states without an unemployment insurance law would not have an advantage competing with 

similar businesses in states with such a law because they 

would still be subject to the federal payroll tax, and their 

employees would not be eligible for benefits.

In addition, the Social Security Act authorized grants to 

states to meet the costs of administering the state systems. 

By July 1937, all 48 states, the then territories of Alaska 

and Hawaii, and the District of Columbia had passed unemployment insurance laws. Later, Puerto Rico adopted its 

own program, which was incorporated in 1961 into the federal-state system. A similar program for workers in the Virgin Islands was added in 1978.

If employers are to receive an offset against federal 

taxes and if states are to receive federal grants for administration, federal law requires state unemployment insurance 

programs to meet certain requirements. These requirements are intended to assure that a state participating in 

the program has an unemployment insurance system that 

is fairly administered and financially secure.

One requirement is that all contributions collected 

under state laws be deposited in the unemployment trust 

fund of the U.S. Treasury Department. The fund is invested 

as a whole, but each state has a separate account to which 

its deposits and its share of interest on investments are 

credited. At any time, a state may withdraw money from its 

account in the trust fund, but only to pay benefits. Thus, 

unlike the situation in the majority of states having workers' 

compensation and temporary disability insurance laws, 

unemployment insurance benefits are paid exclusively 

through a public fund. Private plans cannot be substituted 

for the state plan.

Aside from federal standards, each state has major 

responsibility for the content and development of its unemployment insurance law. The state itself decides the 

amount and duration of benefits (except for certain federal 

requirements concerning federal-state Extended Benefits), 

the contribution rates (with limitations), and, in general, the 

eligibility requirements and disqualification provisions. The 

states also directly administer the programs collecting contributions, maintaining wage records (where applicable), 

taking claims, determining eligibility, and paying benefits to 

unemployed workers.

Coverage

Originally, coverage had been limited to employment covered by the Federal Unemployment Tax Act (FUTA), which 

relates primarily to industrial and commercial workers in 

private industry. However, several federal laws added substantially to the number and types of workers protected 

under the state programs, such as the Employment Security Amendments of 1970 and the Unemployment Compensation Amendments of 1976.

Private employers in industry and commerce are subject to the law if they have one or more individuals 

employed on 1 day in each of 20 weeks during the current 

or preceding year, or if they paid wages of $1,500 or more 

during any calendar quarter in the current or preceding 

year.

Agricultural workers are covered on farms with a quarterly payroll of at least $20,000 or employing 10 or more 

employees in 20 weeks of the year. Domestic employees in 

private households are subject to FUTA if their employer 

pays wages of $1,000 or more in a calendar quarter. 

Excluded from coverage are workers employed by their 

families and the self-employed.

Before 1976, employment in state and local governments and nonprofit organizations were exempt from 

FUTA. However, as a result of federal legislation enacted in 

1976, most employment in these groups must now be covered by state law as a condition for securing federal 

approval of the state law. Under this form of coverage, local 

government and nonprofit employers have the option of 

making contributions as under FUTA or of reimbursing the 

state for benefit expenditures actually made. Elected officials, legislators, members of the judiciary, and the state 

National Guard are still excluded, as are employees of nonprofit organizations that employ fewer than four workers in 

20 weeks in the current or preceding calendar year. Many 

states have extended coverage beyond that provided by 

federal legislation. 

Through special federal legislation, federal civilian 

employees and ex-servicemembers of the armed forces 

were brought under the unemployment insurance system. 

Benefits for those persons are financed through federal 

funds but are administered by the states and paid in accor-
52 ♦ Annual Statistical Supplement, 2003 

dance with the provisions of the state laws. A separate 

unemployment insurance law enacted by Congress covers 

railroad workers.

Amendments to FUTA made in 2000 added Indian 

tribes to the set of entities for whom coverage is required, 

although they are not liable for FUTA taxes. As a result, 

workers performing services for tribes are now potentially 

eligible to receive Unemployment Insurance benefits. Coverage is required when service is performed for any Indian 

tribe, band, nation, or other organized group community 

which is recognized as eligible for federal assistance 

because of their status as Indians. The same permissible 

exclusion from coverage that is applicable to other governmental entities also applies to services performed for Indian 

tribes. If an Indian tribe fails to make payments to states as 

required, the tribe loses its FUTA exemption and may lose 

coverage.

Eligibility for Benefits

Unemployment benefits are available as a matter of right 

(without a means test) to unemployed workers who have 

demonstrated their attachment to the labor force by a specified amount of recent work or earnings in covered employment. All workers whose employers contribute to or make 

payments in lieu of contributions to state unemployment 

funds, federal civilian employees, and ex-service-members 

are eligible if they are involuntarily unemployed, able to 

work, available for work, and actively seeking work. Workers must also meet the eligibility and qualifying requirements of the state law and be free from disqualifications. 

Workers who meet these eligibility conditions may still be 

denied benefits if they are found to be responsible for their 

own unemployment.

Work Requirements

A worker's monetary benefit rights are based on his or her 

employment in covered work over a prior reference period 

called the "base period," and these benefit rights remain 

fixed for a "benefit year." In most states, the base period is 

the first 4 quarters of the last 5 completed calendar quarters preceding the claim for unemployment benefits.

Benefits

Under all state laws, the weekly benefit amount—that is, 

the amount payable for a week of total unemployment—

varies with the worker's past wages within certain minimum 

and maximum limits. In most states, the formula is 

designed to compensate for a fraction of the usual weekly 

wage, normally about 50 percent, subject to specified dollar 

maximums.

Three-fourths of the laws use a formula that computes 

weekly benefits as a fraction of wages in one or more quarters of the base period. Most commonly, the fraction is 

taken of wages in the quarter during which wages were 

highest because this quarter most nearly reflects full-time 

work. In most of these states, the same fraction is used at 

all benefit levels. The other laws use a weighted schedule 

that gives a greater proportion of the high-quarter wages to 

lower paid workers than to those earning more.

Each state establishes a ceiling on the weekly benefit 

amount, and no worker may receive an amount larger than 

the ceiling. The maximum may be either a fixed dollar 

amount or a flexible amount. Under the latter arrangement, 

which has been adopted in 35 jurisdictions, the maximum is 

adjusted automatically in accordance with the weekly 

wages of covered employees.

Twelve states provide additional allowances for certain 

dependents. They all include children under ages 16, 18, or 

19 (and, generally, older if incapacitated); 8 states include a 

nonworking spouse; and 2 states consider other dependent 

relatives. The amount allowed per dependent varies considerably by state but generally is $24 or less per week 

and, in the majority of states, the amount is the same for 

each dependent.

All but 13 states require a waiting period of 1 week of 

total unemployment before benefits can begin. Four states 

pay benefits retroactively for the waiting period if unemployment lasts a certain period or if the employee returns to 

work within a specified period.

Except for two jurisdictions, states provide a statutory 

maximum duration of 26 weeks of benefits in a benefit year. 

However, jurisdictions vary the duration of benefits through 

various formulas.

Extended Benefits

In the 1970s, a permanent federal-state program of 

Extended Benefits (EB) was established for workers who 

exhaust their entitlement to regular state benefits during 

periods of high unemployment. The program is financed 

equally from federal and state funds. Employment conditions in an individual state trigger Extended Benefits. This 

happens when the unemployment rate among insured 

workers in a state averages 5 percent or more over a 13-

week period, and is at least 20 percent higher than the rate 

for the same period in the 2 preceding years. If the insured 

unemployment rate reaches 6 percent, a state may by state 

law disregard the 20-percent requirement in initiating 

Extended Benefits. Once triggered, Extended Benefit provisions remain in effect for at least 13 weeks. When a state's 

benefit period ends, Extended Benefits to individual workers also end, even if they have received less than their 

potential entitlement and are still unemployed. Further, 

once a state's benefit period ends, another statewide 

period cannot begin for at least 13 weeks.

State law determines most eligibility conditions for 

Extended Benefits and the weekly benefit payable. However, under federal law a claimant must have had 20 weeks 

in full-time employment (or the equivalent in insured 
Annual Statistical Supplement, 2003 ♦ 53

wages) and must meet special work requirements. A 

worker who has exhausted his or her regular benefits is eligible for a 50-percent increase in duration of benefits for a 

maximum of 13 weeks of Extended Benefits. There is, however, an overall maximum of 39 weeks of regular and 

Extended Benefits. Extended Benefits are payable at the 

same rate as the weekly amount under the regular state 

program.

Prior to the 1992 legislation, the EB program was 

based on the insured unemployment rate (IUR)–-the number of unemployed workers receiving benefits in a state as 

a percentage of the number of persons in unemployment—

insurance covered employment in that state. By definition, 

the IUR does not include workers who have exhausted 

their benefits but are still unemployed.

The 1992 legislation (P.L. 102-318) provided states the 

option of adopting an additional formula for triggering the 

permanent Extended Benefits program. Effective March 

1993, states had the option of amending their laws to use 

alternative total unemployment rate triggers in addition to 

the current insured unemployment rate triggers. Under this

option, Extended Benefits would be paid when (1) the 

state's seasonally adjusted total unemployment rate for the 

most recent 3 months is at least 6.5 percent, and (2) that 

rate is at least 110 percent of the state average total unemployment rate in the corresponding 3-month period in either 

of the 2 preceding years.

States triggering on to the Extended Benefits program 

under other triggers would provide the regular 26 weeks of 

unemployment benefits in addition to 13 weeks of 

Extended Benefits, (which is the same number of weeks of 

benefits provided previously). In addition, states that have 

chosen the total unemployment rate option will also amend 

their state laws to add an additional 7 weeks of Extended 

Benefits (for a total of 20 weeks) where the total unemployment rate is at least 8 percent and is 110 percent of the 

state's total unemployment rate for the same 3 months in 

either of the 2 preceding years. As of April 20, 2003, 

Extended Benefits were payable for 13 weeks in Alaska, 

Oregon, and Washington.

CONTACT: Rita L. DiSimone (202) 358-6221.
54 ♦ Annual Statistical Supplement, 2003 

Workers' Compensation

Workers' compensation was the first form of social insurance to develop widely in the United States. It is designed 

to provide cash benefits and medical care when employees 

suffer work-related injuries or illnesses, and survivor benefits to the dependents of workers whose deaths result from 

a work-related incident. In exchange for receiving benefits, 

workers who receive workers' compensation are generally 

not allowed to bring a tort suit against their employers for 

damages of any kind.

The federal government was the first to establish a 

workers' compensation program, covering its civilian 

employees with an act that was passed in 1908 to provide 

benefits for workers engaged in hazardous work. The 

remaining federal workforce was covered in 1916. Nine 

states enacted workers' compensation laws in 1911. By 

1920, all but 7 states and the District of Columbia had 

workers' compensation laws.

Today each of the 50 states, the District of Columbia, 

Puerto Rico, and the Virgin Islands has its own program. 

The federal government covers its employees through its 

own program. It also administers the Longshore and Harbor Workers' Compensation Act, enacted in 1927, which 

covers longshore and harbor workers throughout the 

United States.

Coal miners suffering from pneumoconiosis, or "black 

lung" disease, are covered by the Black Lung Benefits Act 

of 1972, with the initial benefits enacted as part of the Coal 

Mine Health and Safety Act of 1969. Under this program, 

monthly cash benefits are payable to miners disabled by 

black lung disease and to their dependents or survivors. 

Medical benefits are also payable on the basis of a diagnosis of pneumoconiosis.

The Energy Employees Occupational Illness Compensation Program Act of 2000 instituted a new program that 

covers employees, contractors, and subcontractors of the 

Department of Energy (DOE) for exposure to beryllium and 

the contraction of chronic beryllium disease. In addition, 

employees of private companies providing beryllium to 

DOE are covered. Employees' survivors also receive cash 

benefits.

This same act also covers employees disabled or killed 

by cancers that developed after beginning employment at a 

DOE or an atomic weapons facility, as long as the cancer 

was at least "as likely as not" related to this employment, 

subject to a number of guidelines relating to radiation exposure, type of cancer, and other relevant factors. It also provides benefits for silica-related diseases and to uranium 

miners and their survivors who have received lump sum 

payments under the Radiation Exposure Compensation 

Act, and establishes an Office of Worker Advocacy in the 

U.S. Department of Energy to deal with other claims of 

work-related occupational disease.

Coverage

In 2001, state and federal workers' compensation laws covered about 127.0 million employees. Covered payroll in 

2001—that is, total wages paid to covered workers—was 

$4.6 trillion.

Common exemptions from coverage are domestic service, agricultural employment, small employers, and casual 

labor. However, 39 programs have some coverage for agricultural workers, and 25 programs have some coverage for 

domestic workers.

Many programs exempt employees of nonprofit, charitable, or religious institutions. The coverage of state and 

local public employees differs widely from one state program to another.

Two other major groups outside the coverage of workers' compensation laws are railroad employees engaged in 

interstate commerce and seamen in the U.S. Merchant 

Marine. These workers have health insurance and shortterm and long-term cash benefit plans that cover disabilities whether or not the conditions are work-related. In addition, under federal laws these workers retain the right to 

bring tort suits against their employers for negligence in the 

case of work-related injuries or illness. 

The programs are compulsory for most private employment, except in Texas, where it is elective. That is, in Texas 

employers may accept or reject coverage under the law. If 

they reject it, they lose the customary common-law 

defenses against suits by employees in private industry.

Benefits

The benefits provided under workers' compensation 

include periodic cash payments and medical services to the 

worker during the period of disablement for the disabling 

condition. They also include death and funeral benefits to 

the workers' survivors. Lump-sum settlements are permitted under most programs.

Approximately three-fourths of all workers' compensation cases involve only medical benefits. Cash wage 

replacement benefits are categorized according to the 

duration and severity of the worker's disability.

Temporary and Permanent Total Disability

A large majority of compensation cases involving cash payments involve temporary total disability. That is, the 

employee is unable to work at all while he or she is recov-
Annual Statistical Supplement, 2003 ♦ 55

ering from the injury but the worker is expected to recover. 

When workers' lost time exceeds the waiting period (3 to 7 

days, depending on the state) they receive a percentage of 

their weekly wages—typically two-thirds—up to a maximum weekly amount. The maximum generally being set at 

some percentage of the states average weekly wage, ranging from 66 2/3 percent to 200 percent but typically 100 

percent.

In some cases, workers return to work prior to the date 

they reach maximum medical improvement and thus have 

reduced responsibilities and an accompanying lower salary. In those cases they receive temporary partial disability 

benefits.

After the date of maximum medical improvement, if a 

disability is severe enough, the worker receives permanent 

total disability benefits. Very few workers compensation 

cases are found to have permanent total disabilities.

Permanent Partial Disability

If the permanent disability of a worker is only partial and 

may or may not lessen work ability, permanent partial disability benefits are payable. The system for determining 

benefits in these cases is very complex and varies significantly across jurisdictions. Some states provide benefits 

based on an impairment rating scheme. The level of impairment, often expressed as a percentage of total disability, is 

used to determine the benefit amount. Some states provide 

benefits based on the loss of earning capacity. They use 

impairment ratings with modifications based on vocational 

factors, such as the worker's education, job experience, 

and age. Other states use systems that attempt to compensate workers for actual lost wages.

Death Benefits

Generally, compensation is related to earnings and to the 

number of dependents payable to the survivors of workers 

who die from a work-related illness or injury. Benefits are 

capped in 26 states.

Medical Benefits

All compensation acts require that medical aid be furnished 

to workers suffering from a work-related injury or illness 

without delay, whether or not the condition entails work 

interruption. This care includes first-aid treatment, physician services, surgical and hospital services, nursing, medical drugs and supplies, appliances, and prosthetic devices. 

Care is typically provided with no co-payment from the 

worker.

A few state laws contain provisions for nominal contributions by the covered employee for hospital and medical 

benefits.

Financing

Workers' compensation programs are financed almost 

exclusively by employers and are based on the principle 

that the cost of work-related accidents is a business 

expense. Depending on state laws, employers can purchase insurance from a private carrier or state fund, or they 

can self-insure. No program relies on general taxing power 

to finance workers' compensation. Employers in most programs are permitted to carry insurance against work accidents with commercial insurance companies or to qualify 

as self-insurers by giving proof of financial ability to carry 

their own risk. In 7 jurisdictions, however, commercial 

insurance is not allowed. In four of these areas, including 

Puerto Rico and the Virgin Islands, employers must insure 

with an exclusive state fund, and in three others, they must 

either insure with an exclusive state insurance fund or selfinsure. In 19 jurisdictions, state funds have been established that compete with private insurance carriers. Federal 

employees are provided protection through a federally 

financed and operated system.

Program Highlights

Benefit payments under workers' compensation programs 

increased 3.5 percent in 2001 to $49.4 billion, from the 

2000 figure of $47.7 billion. When compared to covered 

wages, benefits grew by just 1.0 percent from $1.06 to 

$1.07 per $100 of covered wages.

In 2001, medical benefits accounted for $22.0 billion, 

and wage loss compensation for $27.4 billion. The latter 

amount includes payments to disabled workers and the 

survivors of deceased workers.

The $49.4 billion for workers' compensation benefit 

payments in 2001 includes over $870 million in benefits for 

the Black Lung program. This program is described separately (see Tables 9.D1–9.D3).

The employers' cost of providing workers' compensation coverage generally varies according to risk, industrial 

classification, and experience rating. Nationally, in 2001, 

such costs were approximately $1.39 per $100 of covered 

wages, or about $504 for each of the 127.0 billion protected 

employees. 

The year 2001 is the first year since 1992 that benefits 

grew faster than wages. It is the first year since 1993 that 

employer costs increased relative to covered wages.

CONTACT: Virginia Reno (202) 452-8097.
56 ♦ Annual Statistical Supplement, 2003 

Temporary Disability Insurance

Five states, Puerto Rico, and the railroad industry have 

social insurance programs that partially compensate for the 

loss of wages caused by temporary nonoccupational disability or maternity. Those programs are known as temporary disability insurance (TDI) because the duration of the 

payments is limited.

Federal law does not provide for a federal-state system 

of short–term disability comparable to the federal-state system of unemployment insurance. However, the Federal 

Unemployment Tax Act (FUTA) was amended in 1946 to 

permit states where employees made contributions under 

the unemployment insurance program to use some or all of 

these contributions for the payment of disability benefits 

(but not for administration). Three of the nine states that 

could have benefited by this provision for initial funding for 

TDI took advantage of it: California, New Jersey, and 

Rhode Island. The first state law was enacted by Rhode 

Island in 1942, followed by legislation in California and the 

railroad industry in 1946, New Jersey in 1948, and New 

York in 1949. Then came a hiatus of two decades before 

Puerto Rico and Hawaii passed laws in 1968 and 1969, 

respectively.

The five state temporary disability insurance laws and 

the Puerto Rico law cover most commercial and industrial 

wage and salary workers in private employment if the 

employer has at least one worker. In no state is coverage 

under TDI identical with that of the unemployment insurance program. Principal occupational groups excluded are 

domestic workers, family workers (parent, child, or spouse 

of the employer), government employees, and the selfemployed. State and local government employees are 

included in Hawaii, and the other state programs generally 

provide elective coverage for some or all public employees.

Agricultural workers are covered to varying degrees in 

California, Hawaii, New Jersey, and Puerto Rico, but they 

are not covered in other jurisdictions. The California law 

permits self-employed individuals to elect coverage on a 

voluntary basis. Workers employed by railroads, railroad 

associations, and railroad unions are covered by TDI under 

the national system included in the Railroad Unemployment Insurance Act.

The methods used for providing this protection vary. In 

Rhode Island, the coverage is provided through an exclusive, state-operated fund into which all contributions are 

paid and from which all benefits are disbursed. In addition, 

covered employers may provide supplemental benefits in 

any manner they choose. The railroad program is also 

exclusively publicly operated in conjunction with its unemployment insurance provisions.

In California, New Jersey, and Puerto Rico, coverage is 

provided through a state-operated fund, but employers are 

permitted to "contract out" of the state fund by purchasing 

group insurance from commercial insurance companies, by 

self-insuring, or by negotiating an agreement with a union 

or employees' association. Coverage by the state fund is 

automatic unless or until an employer or the employees 

take positive action by substituting a private plan that 

meets the standards prescribed in the law and is approved 

by the administering agency. Premiums (in lieu of contributions) are then paid directly to the private plan, and benefits 

are paid to the workers affected.

The Hawaii and New York laws require employers to 

provide their own disability insurance plans for their workers by setting up an approved self-insurance plan, by 

reaching an agreement with employees or a union establishing a labor-management benefit plan, or by purchasing 

group insurance from a commercial carrier. In New York, 

the employer may also provide protection through the State 

Insurance Fund, which is a state-operated competitive carrier. Both Hawaii and New York operate special funds to 

pay benefits to workers who become disabled while unemployed or whose employers have failed to provide the 

required protection. In other jurisdictions, benefit payments 

for the disabled unemployed are made from the regular 

state-operated funds.

Eligibility for Benefits

To qualify for benefits, a worker must fulfill certain requirements regarding past earnings or employment and must be 

disabled as defined in the law. In addition, claimants may 

be disqualified if they received certain types of income during the period of disability.

Earnings or Employment Requirements

A claimant must have a specified amount of past employment or earnings to qualify for benefits. However, in most 

jurisdictions with private plans, the plans either insure 

workers immediately upon their employment or, in some 

cases, require a short probationary period of employment, 

usually from 1 to 3 months. Upon cessation of employment 

after a specified period, workers generally lose their private 

plan coverage and must look to a state-created fund for 

such protection.

Disability Requirements

The laws generally define disability as inability to perform 

regular or customary work because of a physical or mental 

condition. Stricter requirements are imposed for disability 

during unemployment in New Jersey and New York. All the 

laws pay full benefits for disability due to pregnancy.
Annual Statistical Supplement, 2003 ♦ 57

Disqualifying Income

All the laws restrict payment of disability benefits when the 

claimant is also receiving workers' compensation payments. However, the statutes usually contain some exceptions to this rule (for example, if the workers' compensation 

is for partial disability or for previously incurred work disabilities).

The laws differ with respect to the treatment of sick 

leave payments. Rhode Island pays disability benefits in full 

even though the claimant draws wage continuation payments. New York deducts from the benefits any payment 

from the employer or from a fund contributed to by the 

employer, except for benefits paid pursuant to a collective 

bargaining agreement. In California, New Jersey, and 

Puerto Rico, benefits plus paid sick leave for any week during disability may not exceed the individual's weekly earnings before their disablement. Railroad workers are not 

eligible for TDI benefits while they receive sick leave pay.

In all seven TDI systems, as with unemployment insurance, weekly benefit amounts are related to a claimant's 

previous earnings in covered employment. In general, the 

benefit amount for a week is intended to replace at least 

one-half the weekly wage loss for a limited time. All the 

laws, however, specify minimum and maximum amounts 

payable for a week. The maximum duration of benefits varies from 26 to 52 weeks. Hawaii, New York, and Puerto 

Rico provide for benefits of a uniform duration of 26 weeks 

for all claimants; California and the railroad program have 

maximum benefit periods of 52 weeks; New Jersey, 26 

weeks; and Rhode Island, 30 weeks. Under the railroad 

program, duration of benefits varies from 26 weeks to 52 

weeks, based on the total number of years of employment 

in the industry. In the other jurisdictions, limited pre-disability "base period" wages reduce benefit duration. A noncompensable waiting period of a week or 7 consecutive days of 

disability (4 days for railroad workers) is generally required 

before the payment of benefits for subsequent weeks.

The statutory provisions described above govern the 

benefits payable to employees covered by the state-operated plans. In those states where private plans are permitted to participate, those provisions represent standards 

against which the private plan can be measured (in accordance with provisions in the state law).

Financing and Administration

Under each of the laws, except for that governing the railroad program, employees may be required to contribute to 

the cost of the temporary disability benefit. In five of the 

jurisdictions (all but California and Rhode Island), employers are also required to contribute. In general, the government does not contribute.

Five of the seven TDI programs are administered by 

the same agency that administers unemployment insurance. Under those five programs, the unemployment insurance administrative machinery is used to collect 

contributions, to maintain wage records, to determine eligibility, and to pay benefits to workers under the state-operated funds. The New York law is administered by the state 

Workers' Compensation Board, and the Hawaii law is 

administered separately in the Department of Labor and 

Industrial Relations.

By way of contrast, claims in New York and Hawaii are 

filed with and paid by the employer, the insurance carrier, or 

the union health and welfare fund that is operating the private plan. The state agency limits its functions with respect 

to employed workers to exercising general supervision over 

private plans, to setting standards of performance, and to 

adjudicating disputed claims arising between claimants and 

carriers. A similar situation applies to claimants under private plans in California, New Jersey, and Puerto Rico.

CONTACT: Rita L. DiSimone (202) 358-6221.
58 ♦ Annual Statistical Supplement, 2003 

Black Lung Benefits

The Black Lung benefit program established by the Federal 

Coal Mine Health and Safety Act of 1969 provides monthly 

benefit payments to coal miners totally disabled as a result 

of pneumoconiosis, to the widows of coal miners who died 

as a result of pneumoconiosis, and to their dependents. 

The Social Security Administration (SSA) was responsible 

for the payment and administration of these Part B benefits 

(miner, survivor, and dependent) with respect to claims filed 

through June 30, 1973 (and certain survivor cases, before 

December 31, 1973).

On October 1, 1997, responsibility for maintenance 

and payment of Part B was transferred from SSA to the 

Department of Labor (DOL); SSA, however, maintains 

responsibility for conducting formal hearings necessary to 

resolve contested issues with respect to Part B claims. 

Only data on these Part B claims are reported on in this 

Supplement. Part C claims are reported in the OWCP 

Annual Report to Congress, U.S. Department of Labor, 

Office of Workers' Compensation Programs.

Under the Black Lung Benefits Act of 1972, DOL was 

assigned jurisdiction over Part C benefits, generally claims 

filed July 1, 1973, and later. Different financing provisions 

are applicable to these claims.

Legislation enacted on November 2, 2002 (P.L. 107-

275), transferred permanently the responsibility for all 

Black Lung claims (Parts B and C) to the Office of Workers’ 

Compensation Programs (OWCP) of the Department of 

Labor. The Social Security Administration will only continue 

to handle a small number of pending Part B appeals cases 

on a reimbursable basis.

The basic Black Lung benefit rate is set by law at 

37 1/2 percent of the monthly pay rate for federal employees in the first step of grade GS-2. The basic rate to a

miner or widow may be increased according to the number 

of qualified dependents—50 percent of the basic benefit 

rate if one dependent qualifies, 75 percent for two dependents, and 100 percent for three or more dependents. 

Since Black Lung payments are tied directly to federal 

employee salary scales, increases are automatically payable when federal salaries are increased. Reflecting a 3.1 

percent adjustment, monthly benefit rates effective January 

1, 2003, are:

• Miner or widow, $534.60

• Miner or widow and 1 dependent, $801.90

• Miner or widow and 2 dependents, $935.50

• Miner or widow and 3 or more dependents (family 

benefit), $1,069.20

If a miner or surviving spouse is receiving workers' 

compensation, unemployment compensation, or disability 

insurance payments under state law, the Black Lung benefit is offset by the amount being paid under these other programs.

The 1972 amendments extended benefit payments to 

full orphans, parents, brothers, and sisters of deceased 

miners. Under earlier law, survivor payments were limited 

to widows and their dependent children (if the miner and 

spouse were both deceased, no benefits were payable to 

surviving children). The 1972 amendments also expanded 

coverage to include surface as well as underground coal 

miners.

CONTACTS: Wayne Tacy (301) 306-6699 or

Joseph Bondar (410) 965-0162.
Annual Statistical Supplement, 2003 ♦ 59

Veterans' Benefits

A variety of programs and benefits are available to servicemembers and veterans of military service: disability 

payments, educational assistance, health care, vocational 

rehabilitation, survivor and dependents benefits, life insurance, burial benefits, special loan programs, and hiring 

preference for certain jobs. Most of the veterans programs 

are administered by the Department of Veterans Affairs 

(VA).

Monetary Benefits

Two major cash benefit programs are available for veterans. The first program provides benefits to veterans with 

service-connected disabilities and, on the veteran's death, 

benefits are available for eligible surviving spouses, children, and dependent parents. These benefits are payable 

regardless of other income or resources. The second program provides benefits to needy veterans who have nonservice-connected disabilities. These benefits are means 

tested.

Compensation for Service-connected Disabilities

Disability compensation is a monetary benefit paid to veterans who are disabled by injury or disease incurred in or 

aggravated during active military service. Individuals discharged or separated from military service under dishonorable conditions are generally not eligible for compensation 

payments. The amount of monthly compensation depends 

on the degree of disability, rated as the percentage of normal function lost. Payments in 2003 range from $104 a 

month for a 10-percent disability to $2,193 a month for total 

disability. Veterans who have at least a 30-percent serviceconnected disability are entitled to an additional dependent's allowance. The amount is based on the number of 

dependents and degree of disability.

Pension for Non-service-connected Disabilities

Monthly benefits are provided to wartime veterans with limited income and resources who are totally and permanently disabled because of a condition not attributable to 

their military service. To qualify for these pensions, a veteran must have served in one or more of the following designated war periods: The Mexican Border Period, World 

War I, World War II, the Korean Conflict, the Vietnam Era, 

or the Gulf War. The period of service must have lasted at 

least 90 days, and the discharge or separation cannot have 

been dishonorable. Service less than 90 days is acceptable 

if the veteran was discharged with a service-connected disability.

Pension payments are reduced by countable income. 

Some medical and other expenses are allowed as deductions from countable income. Veterans aged 65 years or 

older who meet service, net worth, and income requirements are eligible for pension, regardless of current physical condition.

Effective December 1, 2002, maximum benefit 

amounts for non-service-connected disabilities range from 

$807 per month for a veteran without a dependent spouse 

or child to $1,597 per month for a veteran who is in need of 

regular aid and attendance and who has one dependent. 

For each additional dependent child, the pension is raised 

by $136 per month.

Benefits for Survivors

The dependency and indemnity compensation (DIC) program provides monthly benefits to the surviving spouse, 

children (under age 18, disabled, or students), and certain 

parents of service persons or veterans who die as the 

result of an injury or disease incurred while in or aggravated by active duty or training, or from a disability otherwise compensable under laws administered by the Department of Veterans Affairs.

DIC payments may also be authorized for survivors of 

veterans who were totally disabled by service-connected 

conditions at the time of death, even though their serviceconnected disabilities did not cause their deaths.

Eligibility for survivor benefits based on a non-serviceconnected death of a veteran with a service-connected disability requires a marriage of at least a 1-year duration 

before the veteran's death. A surviving spouse is generally 

required to have lived continuously with the veteran from 

marriage until his or her death. Entitlement for death benefits ends with the surviving spouse’s remarriage, but may 

be restored upon termination of the remarriage.

The monthly benefit amount payable to surviving 

spouses of veterans, who died before January 1, 1993, 

depends on the last pay rate of the deceased service person or veteran. In 2003, for pay grades E-1 through E-6, a 

flat monthly rate of $948 is paid to surviving spouses. 

Monthly benefits for grades E-7 through E-9 range between 

$980 and $1,165. For veterans who died after January 1, 

1993, surviving spouses receive a flat $948 a month. An 

additional $204 a month will be paid to supplement the 

basic rate if the deceased veteran had been entitled to 

receive 100-percent service-connected compensation for 

at least 8 years immediately preceding death. The amounts 

payable to eligible parents are lower and depend on: (1) the 

number of parents eligible, (2) their income, and (3) their 

marital status.

Pensions for Non-service-connected Death

Pensions are paid based on need to surviving spouses and 

dependent children (under age 18, disabled or students) of 

deceased veterans of the wartime periods specified in the 
60 ♦ Annual Statistical Supplement, 2003 

disability pension program. For a pension to be payable, 

the veteran generally must have met the same service 

requirements established for the non-service-connected 

disability pension program, and the surviving spouse must 

meet the same marriage requirements as under the dependency and indemnity compensation program.

The pension amount depends on the composition of 

the surviving family and the physical condition of the surviving spouse. In 2002, pensions range from $541 a month for 

a surviving spouse without dependent children to $1,032 a 

month for a spouse who is in need of regular aid and attendance and who has a dependent child. The pension is 

raised by $137 a month for each additional dependent 

child. Pension payments are reduced by countable income. 

Some medical and other expenses are allowed as deductions from countable income.

Hospitalization and Other Medical Care

The Department of Veterans Affairs (VA) provides a nationwide system of health care through a system of hospitals 

and community-based outpatient clinics to eligible veterans.

Enrollment and Provision of Hospitalization

and Outpatient Medical Care to Veterans

To receive health care, veterans generally must be enrolled 

with the VA and may apply for enrollment at any time. Veterans do not have to be enrolled if they (1) have a serviceconnected disability of 50 percent or more; (2) want care 

for a disability that the military determined was incurred or 

aggravated in the line of duty but that the VA has not yet 

rated during the 12-month period following discharge; or 

(3) want care for a service-connected disability.

Enrolled veterans and those not subject to enrollment 

are eligible to receive comprehensive medical benefits, 

which includes basic and preventive care.

Eligibility Requirements

Basic eligibility for hospital care and outpatient medical services are based on a veteran's character of discharge from 

active military service. Veterans discharged prior to September 7, 1980, for other than dishonorable conditions 

have basic eligibility for care. However, veterans discharged after September 7, 1980, must have completed 24 

consecutive months of active duty service. Reservists who 

were called or ordered to active duty may also be eligible 

for care as a veteran if they complete the full period for 

which they were called or ordered to active duty. The 24-

month minimum service time requirement does apply to 

veterans who were discharged for reasons of early-out 

under Title 38, U.S.C. 1173, discharged for a disability 

incurred or aggravated in the line of duty, awarded VA compensation or is in need of care for an adjudicated serviceconnected disability. 

Care for Dependents and Survivors

The dependents and survivors of certain veterans may be 

eligible for medical care under the Civilian Health and Medical Program of the Department of Veterans Affairs 

(CHAMPVA) if not eligible for medical care under Tricare or 

Medicare. Tricare (formerly known as CHAMPUS) is the 

health program administered by the Department of 

Defense for dependents of active duty personnel and military retirees and their dependents.

Beneficiaries covered by CHAMPVA may be treated at 

Department facilities when space is available. Usually, 

however, the person with CHAMPVA coverage is treated at 

a community hospital of his or her choice. The Department 

of Veterans Affairs pays for a part of the bill and the beneficiary is responsible for any required co-payment.

Nursing Home Care

A veteran seeking nursing home care must meet the established eligibility requirements for admission to a Department of Veterans Affairs nursing home. The Veterans 

Millennium Health Care and Benefits Act (Public Law 106-

117, passed by Congress on November 30, 1999) made 

amendments to the original authority for nursing home 

placement. The new law requires that the VA:

• Provide nursing home care to any veteran in need of 

such care for a service-connected disability;

• Provide nursing home care to any veteran who is in 

need of such care and who has a service-connected 

disability rated at 70 percent or greater;

• Provide nursing home care, either directly or through 

contracts when clinically indicated for eligible veterans;

• Facilities will determine the need for nursing home care 

based on a comprehensive interdisciplinary assessment.

Other Medical Benefits

Other Department of Veterans Affairs programs and medical benefits are available to certain veterans. Veterans do 

not need to be enrolled in the VA health care system to be 

eligible for any of the following benefits, although there may 

be restrictions: domiciliary care, alcohol and drug dependency treatment; prosthetic appliances; modification in certain veterans’ homes when so ordered by his or her 

physician, subject to cost limitations; compensation and 

pension examinations; care as part of a VA-approved 

research project; readjustment counseling and treatment 

for Vietnam veterans; sexual trauma counseling for veterans suffering from trauma of a sexual nature during active 

military service; counseling; vocational rehabilitation counseling; special registry examinations and dental care.
Annual Statistical Supplement, 2003 ♦ 61

Educational Assistance

The post-Vietnam Veterans' Educational Assistance Program (VEAP) is a voluntary contributory matching program 

for persons entering service after December 31, 1976. To 

be eligible, the servicemember must have initially contributed to VEAP before April 1, 1987. The Montgomery GI 

Bill-Active Duty program provides education benefits for 

individuals entering military service on or after July 1, 1985, 

and for certain other individuals. Service members entering 

active duty have their basic pay reduced $100 a month for

the first 12 months of their service unless they specifically 

elect not to participate. An educational assistance program 

is also available for individuals who enter the Selected 

Reserve on or after July 1, 1985.

The Department of Veterans Affairs also pays educational assistance for dependents if a veteran is permanently 

and totally disabled from a service-related cause, or dies as 

a result of service, or while completely disabled from service-related causes.

CONTACT: Gloria Bennett (202) 273-5776.
62 ♦ Annual Statistical Supplement, 2003 

Temporary Assistance for Needy Families

On August 22, 1996, The Personal Responsibility and 

Work Opportunity Reconciliation Act of 1996 became law. 

This comprehensive, bipartisan legislation changed the 

nation's welfare system into one requiring work in 

exchange for time-limited assistance. It created the Temporary Assistance for Needy Families (TANF) program, which 

replaced the Aid to Families with Dependent Children 

(AFDC), Emergency Assistance (EA), and Job Opportunities and Basic Skills Training (JOBS) programs. The law 

marks the end of federal entitlement to assistance. In 

TANF, states and territories operate programs, and Indian 

tribes have the option to run their own programs. States, 

territories, and tribes each receive a block grant allocation, 

and states must maintain a historical level of state spending 

known as maintenance of effort. The basic block grant provides states and tribes $16.5 billion in federal funds each 

year, through 2002. This amount covers benefits, administrative expenses, and services targeted to needy families.

The 1996 law offers states great flexibility in designing 

individual state TANF programs. Unless expressly provided 

under the statute, the federal government may not regulate 

the conduct of states.

States may use TANF funds in any manner "reasonably 

calculated to accomplish the purposes of TANF." The purposes are assisting needy families so that children can be 

cared for in their own homes; reducing dependency of 

needy parents by promoting job preparation, work, and 

marriage; preventing out-of-wedlock pregnancies, and 

encouraging the formation and maintenance of two-parent 

families.

Program Features

Work Requirements

With few exceptions, recipients must work as soon as job 

ready, or no later than 2 years after coming on assistance. 

In fiscal year 1997, each state had to ensure that 25 percent of all families in the state were engaged in work activities. This percentage increased to 50 percent in FY 2002. 

Minimum participation rates for two-parent families started 

at 75 percent in FY 1997 and increased to 90 percent. (If a 

state reduces its caseload, without restricting eligibility, it 

can receive a caseload reduction credit. This credit 

reduces the minimum participation rates the state must 

achieve.) During 1997 and 1998, single parents had to participate in work activities for at least 20 hours per week; by 

FY 2000, they had to participate at least 30 hours per 

week. Two-parent families had to participate in work activities for at least 35 or 55 hours per week, depending upon 

the circumstances. Failure to participate in work requirements can result in a reduction or a termination of benefits 

to the family. However, states cannot penalize single parents with a child under 6 for failing to meet work requirements if they cannot obtain child care. A state may exempt 

single parents with children under the age of 1 from the 

work requirements and disregard these individuals in the 

calculation of participation rates for up to 12 months.

Work Activities

Activities that count towards a state's participation rates are 

unsubsidized or subsidized employment, on-the-job training, work experience, community service, job search, vocational training, job skills training related to work, or 

education directly related to work; satisfactory secondary 

school attendance; and providing child care services to 

individuals who are participating in community service. 

However, no more than 12 months of vocational training, 

no more than 6 total weeks of job search, and no more than 

4 consecutive weeks of job search may count. Further, 

effective in FY 2000, no more than 30 percent of those 

meeting the participation rates may count toward the work 

requirement on the basis of participation in vocational training or by being a teen parent in secondary school.

Five-Year Time Limit

Families with an adult who has received federally funded 

assistance for a total of 5 years (or less at state option) are 

not eligible for cash aid under the TANF program. States 

may extend assistance beyond 60 months to up to 20 percent of their caseload. They may also elect to provide 

assistance to families beyond 60 months using state-only 

funds, or they may provide services to families that reach 

the time limit using Social Services Block Grants.

State Maintenance of Effort Requirements

The TANF block grant program has an annual cost-sharing 

requirement, referred to as "maintenance of effort," or 

MOE. Every fiscal year each state must spend a certain 

minimum amount of its own money to help eligible families 

in ways that are consistent with the purposes of the TANF 

program. The required MOE amount is based on an "applicable percentage" of the state's (non-federal) expenditures 

on AFDC and the AFDC-related programs in 1994. The 

applicable percentage depends on whether the state meets 

its minimum work participation rate requirements for that 

fiscal year. A state that does not meet the required minimum work participation rate requirements must spend at 

least 80 percent of the amount it spent in 1994. A state that 

meets its minimum work participation rate requirements 

must spend at least 75 percent of the amount it spent in 

1994.

In addition to the federal TANF block grant funding, 

needy states with economic problems may request federal 
Annual Statistical Supplement, 2003 ♦ 63

funds from the Contingency Fund. The Contingency Fund 

has a more rigorous MOE requirement.

Additional Funding

Bonuses to reward high performance and reduce outof-wedlock births. Through FY 2003, $1 billion is available to states for high performance bonuses for achieving 

program goals, such as moving welfare recipients into jobs. 

There is a separate $100 million annual appropriation for 

bonuses to the 5 states that have the greatest success in 

reducing their of out-of-wedlock birth rates, while also 

reducing their abortion rates.

Contingency fund, supplemental grants, and loans. 

There is a contingency fund of $2 billion available over 5 

years to states experiencing economic downturns. There 

are two additional funds: a $800 million fund available over 

4 years to provide supplemental grants for states with high 

population growth and historically low welfare spending 

and a $1.7 billion federal loan fund.

Penalties

The Department of Health and Human Services (HHS) may 

reduce a state's block grant if it fails to do any of the following:

• Satisfy work requirements. A penalty of 5 percent 

accrues in the first year. The penalty amount increases 

2 percent per year for each consecutive failure. The 

penalty is adjusted based on degree of failure. The 

maximum penalty is 21 percent.

• Comply with 5-year limit on assistance. Failure to comply results in a 5 percent penalty.

• Meet the state's basic maintenance of effort requirements. The penalty is based on the amount of the 

state's under-spending. The state also loses its Welfare-to-Work funds.

• Meet the state's contingency fund MOE requirement. 

The penalty is a reduction of the state's federal TANF 

grant by the amount of contingency funds received and 

not remitted.

• Reduce recipient grants for refusing to participate in 

work activities without good cause. A penalty of 

between 1 percent and 5 percent is assessed based on 

the degree of noncompliance. Maintain assistance 

when a single custodial parent with a child under six 

cannot obtain child care. Failure to comply results in a 

penalty of 5 percent. 

• Submit required data reports. A penalty of 4 percent 

accrues.

• Comply with paternity establishment and child support 

enforcement requirements. Failure to comply results in 

a penalty of up to 5 percent.

• Participate in the Income and Eligibility Verification 

System. A penalty of up to 2 percent accrues.

• Repay a federal loan on time. The penalty will be 

based on the amount unpaid.

• Use funds appropriately. Misuse of funds can result in 

states being penalized for the amount misused. If this 

misuse is found to be intentional, an additional penalty 

of 5 percent will be assessed.

• Replace federal penalty reductions with additional state 

funds. This provision results in a penalty of up to 2 percent and requires states to contribute state funds to 

make up for any reductions in federal funds due to penalties.

The total penalty assessed against a state in a given 

year may not exceed 25 percent of a state's block grant 

allotment. In some situations, states may avoid penalties 

(1) if they demonstrate that they had reasonable cause for 

failing to meet the program requirements or (2) if they 

develop a corrective compliance plan, receive approval of 

their plan, and correct or discontinue the violation.

Personal Employability Plans

States must make an initial assessment of a recipient's 

skills. States may develop personal responsibility plans for 

each recipient to identify the education, training, and job 

placement services needed to move into the workforce.

Teen Parent Live-At-Home 

and Stay-In-School Requirement

Unmarried minor parents must participate in educational 

and training activities and live with a responsible adult or in 

an adult-supervised setting in order to receive assistance. 

States are responsible for assisting in locating adult-supervised settings for teens who cannot live at home.

State Plans

The Department of Health and Human Services (HHS) 

reviews state plans for completeness only. States must 

allow for a 45-day comment period on the state plan by 

local governments and private organizations and consult 

with them. The state plan must have "objective criteria" for 

eligibility and benefits that are "fair" and "equitable." The 

plan must explain appeal rights.

Job Subsidies

The law allows states to create jobs by taking money that is 

now used for welfare checks and using it to create community service jobs, provide income subsidies, or provide hiring incentives for potential employers.
64 ♦ Annual Statistical Supplement, 2003 

Waivers

States that received approval for welfare reform waivers 

before January 1, 1997, have the option to operate their 

cash assistance program under some or all of these waivers, until the waivers expire.

Effective Dates

States had until July 1, 1997, to submit state plans and 

begin implementing TANF, although they had the option to 

implement earlier.

HHS published final regulations covering the state 

TANF programs on April 12, 1999. These regulations took 

effect October 1, 2000.

Tribal Programs

Federally recognized Indian tribes may apply directly to 

HHS to operate a TANF block grant program. Eligible tribes 

include the federally recognized tribes in the lower 48 

states and 13 designated entities in Alaska (that is, the 12 

Alaska Native regional nonprofit associations and Matlakatla). TANF allotments for Indian tribes are based upon 

previous state expenditures of federal dollars in AFDC,

Emergency Assistance (EA), and JOBS on tribal members 

in fiscal year 1994. Tribal TANF programs could be implemented as early as July 1, 1997. Like states, Indian tribes 

can use their TANF funding in any manner reasonably calculated to accomplish the purposes of TANF. They have 

broad flexibility to determine eligibility, method of assistance, and benefit levels. Unlike state plans, the federal 

government approves tribal plans. Tribes and HHS must 

reach agreement on time limits, work requirements, and 

minimum participation rates.

In addition to authorizing tribes to administer TANF, the 

Personal Responsibility and Work Opportunity Reconciliation Act of 1996 replaced the former tribal JOBS program 

with the Native Employment Works (NEW) program. The 

NEW program provides funding for tribes and intertribal 

consortia to design and administer tribal work activities that 

meet the unique employment and training needs of their 

populations while allowing tribes and states to provide 

other TANF services.

HHS published final regulations for the tribal TANF and 

NEW programs on February 18, 2000.

CONTACT: Bettie McClure (202) 401-5032.
Annual Statistical Supplement, 2003 ♦ 65

Food Stamps

Overview

The Food Stamp program provides a means for persons 

with no or little income to obtain a nutritionally adequate 

diet. The program issues monthly allotments of coupons 

that are redeemable at retail food stores, or provides benefits through electronic benefit transfer (EBT). Eligibility and 

allotments are based on household size, income, assets, 

and other factors.

Households without income receive an amount equal 

to 100 percent of the June monthly cost of the Thrifty Food 

Plan (TFP—a nutritionally adequate diet) for a reference 

family of four adjusted for household size and economies of 

scale. This amount is updated every October for the new 

fiscal year to account for food price increases. 

As of October 2003, an eligible four-person household 

in the continental United States with no income receives 

$471 per month in food stamps. Households with income 

receive food stamps valued at the difference between the 

maximum allotment and 30 percent of their income, after 

certain allowable deductions.

To qualify for food stamps, a household must have:

1. Less than $2,000 in disposable assets ($3,000, if one 

member is aged 60 or older or is disabled), 

2. Gross income below 130 percent of the poverty guidelines for the household size, and 

3. Net income of less than 100 percent of the poverty 

guidelines’ allowable deductions.

0

Households with a person aged 60 or older or a disabled person receiving either Supplemental Security 

Income (SSI), Social Security (OASDI), state general assistance, or veterans' disability benefits (or interim disability 

assistance pending approval of any of the above programs) 

may have gross income exceeding 130 percent of the poverty guidelines if the income is lower than 100 percent of 

the poverty guidelines allowable deductions.

One- and two-person households that meet the applicable standard receive at least $10 a month in food 

stamps.

All households in which all members receive Temporary Assistance for Needy Families (TANF) or SSI are categorically eligible for food stamps.

Net income is computed by subtracting the following 

deductions from monthly gross income:

1. Twenty percent of earned income.

2. Standard deduction of $134 for fiscal year 2002 for 

households with one to four members, $147 for households with five members, and $168 for households with 

six or more members.

3. Amount paid for dependent care (up to $200 a month 

for each child under age 2 and $175 for all other 

dependents) while the dependent's caretaker is working or looking for work.

4. Out-of-pocket medical expenses in excess of a $35 

deductible for a person aged 60 or older or a disabled 

person. If more than one person in the household is 

aged or disabled, $35 is subtracted once before 

deducting combined medical expenses.

5. Legally owed child support payments.

6. Excess shelter expenses, which are total shelter costs 

including utilities minus 50 percent of income after all 

the above deductions have been subtracted. Effective 

October 1, 2002, the limit was $367. The limit does not 

apply to households with an aged or disabled member.

Households are certified to receive food stamps for 

varying lengths of time, depending on their income sources 

and individual circumstances. Recertification is required at 

least annually. Households whose sole income is from SSI 

payments or Social Security benefits are certified for a 12-

month period, although states may request a waiver allowing for a 24-month certification period for these households. Households must report monthly income or expense 

changes of $25 or more or other changes in circumstances 

that would affect eligibility.

Families with income or food loss resulting from disaster situations such as tornadoes or floods may be eligible 

for food stamps for up to 1 month if they meet the special 

disaster income and asset limits.

Special provisions allow the homeless, drug addicts, 

alcoholics, blind, or disabled residents in certain group living arrangements, residents of shelters for battered 

spouses and children, and persons aged 60 or older to use 

their coupons for meals prepared at a nonprofit facility. The 

elderly and homeless may also use their coupons to purchase concession-priced meals from authorized restaurants.

Households with members who are elderly (aged 60 or 

older), disabled, or lack transportation to the food stamp 

office may be certified for food stamps through a telephone 

interview or a home visit.

Initiated on a pilot basis in 1961, the Food Stamp program was formally established by the Food Stamp Act of 

1964, with 22 states operating 43 projects, serving 350,000 

people. The Food Stamp Act of 1977, as amended (P.L. 95-

113), has been extended to all 50 states, the District of 

Columbia, Guam, and the Virgin Islands. Authorization for 
66 ♦ Annual Statistical Supplement, 2003 

this program extends through September 30, 2002. (Since 

July 1982, Puerto Rico receives a block grant for nutrition 

assistance rather than participating in the Food Stamp program.)

The Food Stamp program is administered nationally by 

the Food and Nutrition Service of the Department of Agriculture (USDA) and operates through local welfare offices 

and the nation's food marketing and banking systems. 

Since August 1, 1980, persons receiving or applying for 

SSI payments have been permitted to apply for food 

stamps through local Social Security district offices. The 

federal government, through general revenues, pays the 

entire cost of the food stamp benefits, but federal and state 

agencies share administrative costs.

An average of 18.9 million persons per month participated in the Food Stamp program each month during the 

first eight months of fiscal year 2002 (the period from October 2001 through May 2002). The average monthly value of 

food stamps per person was about $79.75, and the total 

value of benefits issued during the first eight months of the 

year was $12.1 billion. Total federal government costs for 

this program were $13.1 billion.

History of Provisions

The Food Stamp Act of 1984 (P.L. 88-525) established the 

Food Stamp program. Originally, participants were required 

to purchase food stamp coupons. The difference between 

the face value of the coupons and the amount the participant paid was known as the "bonus value." The amount 

paid for coupons varied according to household income.

Amendments to the 1964 Act, enacted in 1971 (P.L. 91-

671), established uniform national eligibility standards and 

uniform national benefit levels, required family allotments 

large enough to purchase a nutritionally adequate diet, provided free food stamps to the poorest recipients, required 

automatic cost-of-living increases in food stamp allotments, 

and established work-registration requirements for ablebodied adult household members up to age 65 (except students and those needed at home to care for children under 

age 18).

The Agriculture and Consumer Protection Act of 1973 

(P.L. 93-86) expanded the program (while phasing out the 

family food distribution program), provided for semi-annual 

allotments of coupon adjustments, and broadened the categories of persons eligible to participate. This legislation 

extended the program nationwide, requiring all states to 

participate in the Food Stamp program.

The Food and Agricultural Act of 1977 (P.L. 95-113) 

made sweeping changes to the Food Stamp program. It 

eliminated the purchase requirement and allowed households to receive only the bonus portion of their coupon 

allotments. Deductions from income were limited to a standard deduction, a 20-percent earnings deduction, and a 

combined excess shelter and child care deduction. The 

poverty guidelines became the new eligibility limits and, for 

the first time, households receiving Aid to Families with 

Dependent Children (AFDC) or SSI payments were 

required to meet asset and income limits. The work registration requirements were tightened for students and for 

caretakers, whose children now had to be under age 12. 

Parents of children aged 12 or older were required to register for work. However, the age at which the registration 

exemption for older persons became effective was lowered 

from age 65 to age 60.

The Food Stamp Act Amendments of 1979 (P.L. 96-58) 

provided a medical deduction to elderly and disabled persons, removed the limit on their shelter deduction, and 

tightened fraud provisions.

Legislation enacted in 1980 provided for an annual, 

rather than semi-annual, adjustment to benefit levels and 

the amount of the standard deduction. This legislation also 

restricted student eligibility.

The Omnibus Budget Reconciliation Act (P.L. 97-35) 

and the Food Stamp and Commodity Distribution Amendments of 1981 (P.L. 97-98) mandated further changes in 

the Food Stamp program. For the first time, a gross income 

eligibility standard was applied to all households not containing an aged or disabled person. The earnings deduction 

was lowered to 18 percent. The updates to the TFP to 

account for inflation were postponed until October 1982 

and the deduction limits were postponed until July 1983. 

For new participants, benefits for the first month were prorated from the day the application was filed. Boarders and 

persons who take part in strikes were excluded from the 

program and the definition of what constitutes a household 

was tightened. Provisions facilitating claims and overpayment collection and fraud recovery were also enacted.

The program in Puerto Rico was replaced by a block 

grant. Monthly reporting and retrospective accounting systems were made mandatory for all states effective October 

1983. Households composed solely of all aged or disabled 

persons, as defined above, were exempted from the 

monthly reporting requirements, and migrant households 

were exempted from both requirements.

Further revisions were made by the Food Stamp 

Amendments of 1982 (P.L. 97-252). The maximum allotment was reduced from 100 percent to 99 percent of the 

TFP and adjustments to the standard and shelter deductions were delayed until October 1, 1983. (P.L. 98-473 

restored maximum food stamp allotments to the full cost of 

the TFP beginning November 1, 1984.) A net income limit 

for nonelderly and nondisabled households was added to 

the existing gross income limit. Benefit computations and 

adjustments were rounded down to the nearest dollar, and 

new restrictions were placed on the use of the Standard 

Utility Allowance for the excess shelter expense deduction. 

At the same time, the definition of disability for food stamp 

purposes was expanded to include those persons receiving 
Annual Statistical Supplement, 2003 ♦ 67

certain veterans' payments, and annual cost-of-living 

adjustments to SSI payments and Social Security benefits 

were not counted in determining food stamp amounts for 3 

months.

The Food Stamp program authorization was extended 

for 5 years by the Food Security Act of 1985 (P.L. 99-198). 

Among the revisions enacted, the definition of disability for 

food stamp purposes was again extended to include recipients of state supplementary SSI payments, government 

disability benefits, and Railroad Retirement disability payments.

Households in which all members receive AFDC or SSI 

were made categorically eligible for food stamps. The 

earned income, child care, excess shelter cost deductions, 

and asset limits were increased as of May 1986. Portions of 

the income received under the Job Training Partnership Act 

were now considered countable income. Further, all states 

were required to implement an employment and training 

program for food stamp recipients by April 1987.

The Hunger Prevention Act of 1988 (P.L. 100-435) 

made several changes in the program. It raised the maximum food stamp allotments and established allotments as 

specified percentages of the TFP as of the preceding June. 

For fiscal year 1989, the allotments were 100.65 percent of 

the TFP for June 1988; for fiscal year 1990, they were 

102.05 percent of the TFP for June 1989; and for fiscal 

years 1991 and on, they are to be 103.00 percent of the 

TFP.

Other provisions of the 1988 legislation required states 

to institute prospective budgeting for households not 

required to report monthly and retrospective budgeting for 

households reporting monthly. It extended disability status 

to individuals who receive interim assistance pending the 

receipt of Supplemental Security Income, Social Security, 

or state disability payments, and allowed the elderly, disabled, and those without transportation to apply for food 

stamps via telephone interviews. It required states to process Food Stamp applications jointly with AFDC and general assistance applications. It raised the dependent-care 

deduction from $160 per household to $160 per dependent. It made permanent an amendment in the Homeless 

Eligibility Clarification Act that exempts residents of shelters from ineligibility as residents of institutions.

Several provisions of the 1988 legislation also affect 

persons in farming. Households with farm income and 

expenses were given the option of averaging irregular 

farm-related expenses and farm income over 12 months 

and excluding as resources the value of farm land, equipment, and supplies for a period of 1 year after a household 

member ceases to be self-employed in farming.

The Mickey Leland Memorial Domestic Hunger Relief 

Act of 1990 (P.L. 101-624) reauthorized the Food Stamp 

program and the Nutrition Assistance Program in Puerto 

Rico with no major changes through fiscal year 1995.

Legislation enacted in 1992 prevented a one-time 

decrease of food stamp allotments for the year beginning 

October 1, 1992, even though the cost of the TFP had 

declined slightly.

The Omnibus Budget Reconciliation Act of 1993 

(Mickey Leland Childhood Hunger Relief Act, P.L. 103-66) 

made a number of program revisions including the following.

• The earnings of elementary or high school students 

who were aged 21 or younger were disregarded.

• Households that had breaks in participation of less 

than a month were allowed to receive a full month's 

benefit for the period of the break.

• The children of drug addicts and alcoholics living in 

treatment centers were permitted to qualify for food 

stamps.

• Food stamp households participating in demonstration 

projects were permitted to accumulate up to $10,000 in 

resources.

• The shelter cap was raised to $231 beginning July 1, 

1994, then to $247 beginning October 1995, and was 

to be eliminated entirely on January 1, 1997.

• The deduction for care of a child or other dependent 

was raised to $200 per month for a child under age 2, 

and $175 per month for all other dependents, effective 

September 1, 1994.

• State agencies were given the option to provide deductions for legally binding child support payments made 

to persons outside the household, effective September 

1, 1994. This deduction became mandatory October 1, 

1995.

• The definition of a food stamp household was simplified to allow adult siblings who lived together and adult 

children who lived with their parents to form separate 

households if they purchased or prepared food separately.

• The amount of the Fair Market Value of a household's 

first vehicle that is excluded from the asset test was 

increased from $4,500 to $4,550, effective September 

1, 1995. The limit was to have been raised to $5,000, 

effective October 1, 1996, and indexed thereafter.

Legislation enacted in 1994 primarily provided means 

to combat fraud in the coupon redemption process. 

Legislation enacted in 1995 prevented a one-time 

decrease of food stamp allotments in Alaska for the year 

beginning October 1, 1994, even though the cost of the 

TFP for Alaska had declined slightly.

The Personal Responsibility and Work Opportunity 

Reconciliation Act of 1996 (P.L. 104-193) made sweeping 

changes to the Food Stamp program. The following addi-
68 ♦ Annual Statistical Supplement, 2003 

tional restrictions were placed on the eligibility of certain 

low-income persons. 

• Legal immigrants became ineligible for benefits, unless 

they met one of the following criteria: were naturalized 

citizens, had worked and paid taxes in the country for 

40 quarters (or were the spouse or minor child of 

someone who had met the work requirement), had 

served in the U.S. armed forces (or were the spouse or 

child of a veteran) or were refugees, asylees, or persons granted a stay of deportation when admitted and 

have lived in the United States for less than 5 years. 

Legal immigrants currently receiving benefits were 

allowed to receive benefits until their first recertification 

after April 1, 1997, or until August 22, 1997, whichever 

date came first.

• Time limits were imposed for childless unemployed 

adults aged 18–50. Those who are not disabled are 

limited to receiving 3 months of benefits in any 36-

month period, unless they are working 20 hours per 

week, participating in a work training program for at 

least 20 hours per week, or participating in work fare. 

States may request waivers for areas with at least 10-

percent unemployment or insufficient jobs.

Other key provisions included the following:

• The maximum allotment was set at 100 percent of the 

Thrifty Food Plan, effective October 1, 1996.

• The standard deduction was frozen at $134.

• The excess shelter deduction cap was set at $250, 

effective January 1, 1997 (instead of being lifted), to be 

raised to $275 on October 1, 1998, and to $300 on 

October 1, 2000.

• The earnings of elementary or high school students 

aged 18–21 were counted again.

• Households with breaks in participation of less than a 

month received prorated benefits for the period of the 

break.

• Adult children under age 22 living with their parents 

were counted in the same household as their parents.

• The amount of Fair Market Value for a household's first 

vehicle that is excluded from the asset test was frozen 

at $4,650, effective October 1, 1996.

• State and local energy assistance was counted as 

income.

• Recipients could be disqualified or given sanctions for 

a variety of reasons, such as failure to pay child support, receipt of multiple benefits, or failure to meet work 

requirements.

• States were permitted to operate a simplified Food 

Stamp program for households in which all household 

members participate in the state's Temporary Assistance for Needy Families program. In the simplified 

Food Stamp program, states may utilize their TANF 

rules to determine Food Stamp program benefits, provided the TANF rules do not increase the aggregate 

cost of the Food Stamp program.

• States were required to implement Electronic Benefit 

Transfer (EBT) systems for issuing benefits before 

October 1, 2002, unless USDA granted a waiver.

The Balanced Budget Act of 1997 (P.L. 105-33) 

increased funds for the Food Stamp Employment and 

Training program, restricted the use of these funds, and 

made them available until spent. States were required to 

earmark 80 percent of these funds to provide work or training programs to childless, unemployed, able-bodied 18–50 

year olds. The Act also allowed states to grant discretionary exemptions from the time limits for up to 15 percent of a 

state's unwaived caseload of childless, unemployed, ablebodied 18–50 year olds.

The Agricultural Research, Extension, and Education 

Reform Act of 1998 (P.L. 105-185) partially restored benefits to legal immigrants. Those who were lawfully residing in 

the United States on August 22, 1996, and are either: (1) 

blind or disabled (using the Food Stamp Act definition of 

"disability"), (2) aged 65 or older on August 22, 1996, or (3) 

under the age of 18 were eligible for benefits effective 

November 1, 1998. In addition, refugees and asylees were 

made eligible for the first 7 years after admittance into the 

United States (extended from 5 years). Members of Hmong 

or Highland Laotian tribes aiding U.S. personnel during the 

Vietnam War, and their spouses or unmarried dependent 

children were made eligible. Cross-border Native Americans were also made eligible. Other provisions reduced the 

funding for Employment and Training Programs by $100 

million in 1999 and by $45 million in 2000 and reduced payments for Food Stamp program administrative costs. 

The Electronic Benefit Transfer (EBT) Interoperability 

and Portability Act of 2000 (P.L. 106-71) required states to 

make their EBT systems interoperable across state lines by 

October 2, 2002.

The Agriculture, Rural Development, Food and Drug 

Administration, and Related Agencies Appropriation Act, 

2001 (P.L. 106-387) made the following changes to the 

Food Stamp program:

• Effective July 2001, at state option, state agencies 

could substitute TANF vehicle rules in place of food 

stamp vehicle rules provided that the TANF vehicle 

rules were more liberal.

• Effective March 2001, for households whose certification period began on or after March 1, 2001, the maximum excess shelter deduction limit rose to $340 and 

was to be adjusted for inflation on October 1, 2002, and 

every year after.
Annual Statistical Supplement, 2003 ♦ 69

The Farm Security and Rural Investment of 2002, H.R. 

107-171, reauthorized the Food Stamp program through 

September 30, 2007. It contained the following provisions:

• Effective April 1, 2003, legal immigrants with 5 years 

residency in the United States became eligible for food 

stamps. Effective October 1, 2003, eligibility was 

extended to legal immigrants under age 18, regardless 

of date of arrival in the United States.

• The current fixed standard deduction was replaced with 

a deduction that varies according to household size 

(with larger households receiving larger deductions) 

and is adjusted annually.

• The resource limit for households with a disabled member was increased from $2,000 to $3,000, consistent 

with the resource limit for households with elderly 

members.

• The requirement that federal costs for electronic benefit 

transfer systems not exceed the costs of paper coupon 

systems was eliminated.

• The Quality Control System, which historically measured payment accuracy, was substantially changed, 

with the liability threshold raised to 105 percent of the 

national average for 2 consecutive years. The current 

incentive system was replaced by bonuses for states 

demonstrating high or most improved performance.

This legislation also provided states with a number of 

options:

• States could extend from 3 months to 5 months the 

period of time that households leaving TANF could 

receive food stamps without recertification. The benefit 

amount would be equal to the amount received by the 

household prior to the household leaving TANF, with 

adjustments made for the loss of TANF income.

• States could exclude certain types of income that were 

excluded under the state’s TANF plan. States could 

exclude types of resources that were excluded under 

the state’s TANF or Medicaid programs.

• States could disregard reported changes in deductions 

during certification periods unless the changes were 

associated with a new residence or earned income.

• States could use the full standard utility allowance 

(SUA) rather than a prorated SUA for households sharing living quarters.

• States could treat child support payments to nonhousehold members as an income exclusion rather than a 

deduction.

• States could extend semi-annual reporting of changes 

to all households not exempt from periodic reporting.

CONTACT: Jenny Genser (703) 305-2152.
70 ♦ Annual Statistical Supplement, 2003 

Low-Income Home Energy Assistance Program

The Omnibus Budget Reconciliation Act of 1981 (P.L. 97-

35), signed into law by the President on August 13, 1981, 

authorized seven block grants to be administered by the 

Department of Health and Human Services (HHS).4 As one 

of HHS' block grants, the Low-Income Home Energy Assistance Program (LIHEAP) is administered by the Administration for Children and Families' Office of Community 

Services (http://www.acf.hhs.gov/programs/liheap). Title 

XXVI of the Act authorized LIHEAP for fiscal years 1982–

1984. Title VI of the Human Services Reauthorization Act of 

1984 (P.L. 98-88) reauthorized and amended LIHEAP for 

fiscal years 1985–1986. Title V of the Human Services 

Reauthorization Act of 1986 (P.L. 99-425) reauthorized and 

amended LIHEAP for fiscal years 1987–1990. Title VII of 

the Augustus F. Hawkins Human Services Reauthorization 

Act of 1990 (P.L. 101-501) reauthorized and amended 

LIHEAP for fiscal years 1991–1994. Title XX of the National 

Institutes of Health Revitalization Act of 1993 (P.L. 103-43) 

reauthorized LIHEAP for fiscal year 1995. Title III of the 

Human Services Amendments of 1994 (P.L. 103-252) reauthorized and amended LIHEAP for fiscal years 1995–

1999.5 Title III of the Coats Human Services Reauthorization Act of 1996 (P.L. 105-285) reauthorized and amended 

LIHEAP for fiscal years 2000–2004. No new provisions 

became effective in fiscal year 2001.

Under LIHEAP, grants are provided to grantees to 

assist eligible households to meet the costs of home 

energy. In addition to the 50 states and the District of 

Columbia, grants were provided in fiscal year 2001 to 128 

Indian tribes or tribal organizations and 5 insular areas.

In accordance with the Act, the Secretary of HHS has 

left maximum policy discretion to the grantees. The federal 

information collection and reporting requirements for grantees were substantially reduced to require only information 

essential to federal administration and congressional oversight. Grantee decisions, directed by public participation in 

the development of grant applications, largely replaced federal regulations in shaping the program for fiscal years 

1982–2001.

Funding

In addition to appropriating LIHEAP funds for FY 2000, the 

FY 2000 Consolidated Appropriations Act (Public Law 106-

113) signed by the President on November 29, 1999, 

appropriated advance block grant funds of $1.1 billion for 

FY 2001. Those advance funds became available on October 1, 2000, the beginning of FY 2001.

LIHEAP emergency contingency funds were available 

in FY 2001. Under the terms of the contingency fund provision, the President could request all, part, or none of the 

emergency contingency funds for FY 2001; could distribute 

any amount so requested to all LIHEAP grantees or to just 

a portion of them; and could use the regular block grant formula or a different formula. As described below, there were 

three sources of emergency contingency funds available 

for FY 2001. The first two funds were released to assist low 

income households facing significant price increases in 

heating oil, natural gas, and propane prices in the winter.

• The Emergency Supplemental Act of 2000 (Public Law 

106-46), signed into law on July 13, 2000, appropriated 

$600 million in LIHEAP emergency contingency funds 

to be available to HHS until expended (no-year funds). 

The President released $444.35 million of the funds in 

FY 2000.

• The President released the remaining $155.65 million 

in FY 2001 on December 18, 2000. Half of the funds 

was awarded to the states, Indian tribes or tribal organizations, and the insular areas based on the LIHEAP 

block grant formula. The other half was distributed 

based on the LIHEAP block grant formula weighted by 

the relative percentage of low income households in 

each state that used fuel oil, natural gas, and propane 

for home heating.

• The Consolidated Appropriations Act for FY 2001 

(Public Law 106-554), signed into law on December 

21, 2000, appropriated $300 million for FY 2001 for 

LIHEAP emergency contingency funds. The President 

released the $300 million on December 30, 2000. 

These funds were distributed to all grantees in the 

same manner in which the $155.65 million was distributed.

• The Supplemental Appropriations Act of 2001 (Public 

Law 107-20), signed into law on July 24, 2001, appropriated an additional $300 million in LIHEAP energy 

emergency contingency funds to remain available to 

HHS until expended (no-year funds). None of the additional $300 million was released in FY 2001.

Fiscal year 2001 LIHEAP funds were distributed 

approximately as follows: 

• $1.36 billion in block grants to the 50 states and the 

District of Columbia;

• $12.5 million in direct block grants to 128 Indian tribes 

and tribal organizations;

4. Effective in fiscal year 1987 the Primary Care Block Grant was 

repealed by the Health Services Amendment Act of 1985 (P.L. 99-80) 

enacted April 26, 1986.

5. The 1994 amendments provided that up to 25 percent of leveraging 

incentive funds may be set aside for the Residential Energy Assistance 

Challenge (REACH) program.
Annual Statistical Supplement, 2003 ♦ 71

• $1.9 million in block grants to the Commonwealth of 

Puerto Rico, Virgin Islands, American Samoa, Guam, 

and the Commonwealth of the Northern Mariana 

Islands;

• $451 million in emergency contingency funds to 50 

states and the District of Columbia, $4.0 million to 128 

Indian tribes and tribal organizations, and $308 thousand to the Commonwealth of Puerto Rico, Virgin 

Islands, American Samoa, Guam, and the Commonwealth of the Northern Mariana Islands;

• $19.2 million in leveraging incentive awards to 37 

states,$1.4 million in leveraging incentive awards to 30 

Indian tribes and tribal organizations; and $23 thousand in leveraging incentive awards to the Commonwealth of the Northern Mariana Islands;

• $4.5 million in REACH program awards to 5 states, 

$1.2 million to 8 Indian tribes and tribal organizations, 

$150 thousand to the Commonwealth of the Northern 

Mariana Islands, and $1.0 million to 12 states for second and third year REACH administrative costs; and

• $0.3 million for training and technical assistance.

The funds appropriated for LIHEAP provide payments 

to eligible households for heating or cooling costs and for 

home energy crises. Up to 15 percent of the available 

funds may be used for low-cost residential weatherization 

or other energy-related home repairs. Grantees can 

request from HHS a waiver to allow up to 25 percent of 

available funds to be spent for low cost residential weatherization or other energy-related home repairs.

To receive grants in each of the three fiscal years, each 

grantee had to submit an application consisting of signed 

assurances by its chief executive officer and a plan 

describing how the grantee would carry out those assurances. In the assurances, the grantee agreed to:

• Use funds only for the purposes of the statute;

• Make payments only to eligible low-income households;

• Conduct outreach activities;

• Coordinate LIHEAP activities with similar and related 

programs;

• Provide, in a timely manner, that the highest level of 

assistance will be furnished to those households with 

the lowest incomes and highest energy costs in relation 

to income, taking into account family size, except that 

the grantee may not differentiate between categorically 

eligible and income eligible households;

• Give consideration to agencies that have previously 

managed the program when designating local agencies to carry out the purposes of the program;

• Assure that energy suppliers receiving benefits directly 

on behalf of eligible households not treat assisted 

households adversely;

• Treat owners and renters equitably;

• Use not more than 10 percent of its allotment for planning and administration;

• Establish fiscal control and accounting procedures for 

proper disbursal of and accounting for federal funds, 

establish procedures for monitoring assistance provided, and prepare an annual audit;

• Permit and cooperate with federal investigations;

• Provide for public participation in the development of its 

plan;

• Provide an opportunity for a fair administrative hearing 

to individuals whose claims for assistance are denied 

or not acted on with reasonable promptness;

• Cooperate with HHS in collecting and reporting data 

under section 2610 of the statute;

• Provide outreach and intake through additional state 

and local government entities or community-based 

organizations under certain circumstances; and

• Use no more than 5 percent of funds to encourage and 

enable households to reduce their home energy needs.

Eligibility

The unit of eligibility for energy assistance is the household, defined as any individual or group of individuals who 

are living together as one economic unit for which residential energy is customarily purchased in common, either 

directly or through rent. The Act limits payments to those 

households with incomes under the greater of 150 percent 

of the income guidelines or 60 percent of the state's 

median income or to those households with members 

receiving benefits from the Temporary Assistance for 

Needy Families (TANF) program, SSI, Food Stamps, or 

needs-tested veterans' benefits. No household may be 

excluded from eligibility on the basis of income alone if 

household income is less than 110 percent of the poverty 

guidelines. Grantees are permitted to set more restrictive 

criteria as well.
72 ♦ Annual Statistical Supplement, 2003 

Payments

Grantees make fuel assistance payments directly to eligible 

households or to home energy suppliers on behalf of eligible households. Payments can be provided in cash, fuel, 

prepaid utility bills, or as vouchers, stamps, or coupons that 

can be used in exchange for energy supplies. Payments

are to vary in such a way that the highest level of assistance is furnished to households with the lowest incomes 

and highest energy costs in relation to income, taking into 

account family size.

CONTACT: Leon Litow (202) 401-5304.
SuppDividerb2003.pmd 4 8/30/2004, 10:25 AM

2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2003 ♦ 2.1

Table 2.A1—Covered employment and self-employment provisions, by year enacted

Year enacted Coverage election or waiver Provision

1935 . . . All workers in commerce and industry (except railroads) under age 65 in the continental United States, Alaska, and 

Hawaii and on American vessels. (Covered after 1936.)

1939 . . . Age restriction eliminated.

1946 . . . Railroad and Social Security earnings combined to determine eligibility for and amount of survivors benefits.

1950 . . . Regularly employed farm and domestic workers. Nonfarm self-employed (except members of professional groups). 

Federal civilian employees not under a federal retirement system. U.S. citizens employed outside the United States by 

American employers. Workers in Puerto Rico and the Virgin Islands (effective January 1, 1951).

Elective by employer State and local government employees not under a state and local government retirement system. Termination permitted 

2 years after giving notice if group has 5 years of coverage when notice is given.

Elective by employer 

and employee

Employees (other than members of the clergy) of nonprofit organizations (upon election by employer, each current 

employee given a choice as to coverage; new employees are covered). Nonprofit organizations permitted to terminate 

coverage 2 years after giving notice, if the organization has 8 years of coverage when notice is given.

1951 . . . Railroad workers with less than 10 years of service, for all benefits. (After October 1951, coverage retroactive to 1937.)

1954 . . . Farm self-employed. Professional self-employed except lawyers, dentists, physicians, and members of other medical 

groups (taxable years ending after 1954). Additional regularly employed farm and domestic workers. Homeworkers.

Elective by employer U.S. citizens employed outside the United States by a foreign subsidiary of an American employer.

Elective by employer

and employee

State and local government employees (except fire fighters and police personnel) under a state or local government 

retirement system (coverage provided at state's option; a majority of the eligible employees must vote in favor). See 

above (elective by employer, 1950) for termination rule.

Elective by individual Members of the clergy and of religious orders not under a vow of poverty.

1956 . . . Members of the uniformed services on active duty or on active duty for training. Remainder of professional self-employed 

except physicians (taxable years ending after 1955). Farm landlords who materially participate in farm operations.

Elective by employer 

and employee

Fire fighters and police personnel in designated states. State and local government employees under a state or local 

government retirement system in designated states may be divided into two systems, one excluding employees not 

desiring coverage (new employees covered).

1960 . . . U.S. citizens employed in United States by foreign governments or international organizations. Parents working for 

children (except domestic or casual labor). Workers in Guam and American Samoa.

1965 . . . Interns. Self-employed physicians (taxable years ending on or after December 31, 1965). Tips for employee tax only.

Elective by individual Members of certain religious sects may obtain exemptions from self-employed coverage (retroactive to 1951).

1967 Elective by employer 

and employee

Fire fighters under state and local government retirement system (under a majority favorable vote) and only if governor of 

state certifies Social Security protection.

Subject to waiver

by individual

Members of the clergy and of religious orders not under a vow of poverty are covered automatically, but they can choose 

to be exempt on grounds of conscience or religious principles. Taxable years ending after 1967.

1972 Elective by employer Members of a religious order who are subject to a vow of poverty. Retroactivity allowed for 5 years but not earlier than 

January 1, 1968.

1977 Elective by individual Members of the clergy and of religious orders who filed an application for exemption from coverage may revoke the 

exemption if the revocation is filed before the due date of the individual's federal income tax return for the first taxable 

year beginning after December 20, 1977.

1982 . . . Federal employees—Hospital Insurance (Part A) program only, effective January 1, 1983.

1983 . . . Federal employees newly hired after December 31, 1983, including executive, legislative, and judicial branch employees, 

and also including those hired before January 1, 1984, with a break in service lasting more than 365 days. Excludes reemployed annuitants hired before January 1, 1984.

. . . Legislative branch employees hired before 1984 who were not participating in the Civil Service Retirement System on 

December 31, 1983.

. . . Members of Congress, the President, the Vice President, sitting federal judges, and most executive-level political 

appointees of the federal government.

. . . Employees of nonprofit organizations.

. . . U.S. residents employed outside the United States by American employers.

Elective by employer U.S. residents employed outside the United States by a foreign affiliate of an American employer.

. . . Employees of nonprofit organizations placed under compulsory coverage; nonprofit organizations prohibited from 

terminating coverage of their employees on or after March 31, 1983.

Elective by employer or by

employer and employee

States prohibited from terminating coverage of employees (after April 20, 1983) and permitted to reinstate coverage for a 

terminated group.

1984 . . . Rehired federal employees whose previous service was covered.

. . . Persons exercising reemployment rights to noncovered federal employment retain exemption after a period (not limited to 

365 or fewer days) of military or national guard service or work for an international organization.

. . . Generally, all legislative branch employees except those who were participating on December 31, 1983, and are also 

currently participating in the Civil Service Retirement System or another federal retirement system.

. . . Employees of nonprofit organizations who are also participating on a mandatory basis in the Civil Service Retirement 

System are treated like federal employees for Social Security tax and coverage purposes. They are therefore not 

covered unless hired on or after January 1, 1984, or reemployed after a break in service of more than 365 days.

Elective by employer Churches or church-related organizations may elect irrevocably to have services performed by their employees excluded 

from covered employment. Their employees are then treated as self-employed for Social Security purposes.

1986 . . . State and local government employees hired after March 31, 1986—Hospital Insurance (Part A) program only.

Elective by individual Members of the clergy and of religious orders who filed an application for exemption from coverage may revoke the 

exemption if the revocation is filed before the due date of the individual's federal income tax return for the first taxable 

year beginning after October 22, 1986.

(Continued)
2.A OASDI: Coverage, Financing, and Insured Status

2.2 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

1987 . . . Members of uniformed services reserve components on inactive duty training. Irregularly employed farm workers (if 

employer's annual expenditures for farm labor is at least $2,500). Services performed in trade or business of spouse or by 

children aged 18 or older in trade or business of parent. For employers, the full amount of covered tips.

1990 . . . State and local government employees not under a state or local government retirement system. Exceptions: (1) students employed by the educational institution they attend and (2) election workers paid less than the mandated amount ($100), 

unless either group covered under a state’s Section 218 agreement.

1994 . . . Threshold for exclusion of wages paid to election workers raised from $100 to $1,000 annually beginning January 1, 

1995, and will be indexed for wage increases each year after December 31, 1999.

. . . Police and fire fighters under a public retirement system can be covered for Social Security in all states.

. . . Threshold for coverage of domestic employees' earnings raised from $50 per calendar quarter to $1,000 per calendar 

year per employer; amount subject to annual automatic adjustments. Domestic workers no longer covered for years in 

which they were under age 18, unless they are no longer in school and domestic employment is their principal occupation. 

Coverage of earnings of domestic workers on farms becomes subject to new annual threshold for domestic workers 

instead of annual threshold for agricultural employees.

Table 2.A1—Covered employment and self-employment provisions, by year enacted—Continued

Year enacted Coverage election or waiver Provision
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2003 ♦ 2.3

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A2—Noncontributory wage credit provisions, by year enacted

Year enacted Provision

1946 Fully insured status and average monthly wage of $160 for World War II veterans who died within 3 years after discharge.

1950 Wage credits of $160 per month of military service during World War II period (September 16, 1940–July 24, 1947).

1952 Wage credits of $160 per month of military service to December 31, 1953.

1953 Wage credits of $160 per month of military service to June 30, 1955.

1955 Wage credits of $160 per month of military service to March 31, 1956.

1956 Wage credits of $160 per month of military service to December 31, 1956.

1967 For uniformed services, wage credits of $100 for each $100 (or fraction thereof) of basic pay not in excess of $300 per calendar quarter, beginning in 

1968.

1972 For uniformed services, wage credits of $300 per calendar quarter of service after 1956. (Supersedes 1967 provision.) For U.S. citizens of Japanese 

ancestry, wage credits for the period they were interned by the U.S. government during World War II period (December 7, 1941–December 31, 1946) 

and were aged 18 or older.

1977 For uniformed services, wage credits of $100 for each $300 of basic pay up to maximum credit of $1,200 per calendar year after 1977.

2002 For uniformed services, deemed wage credits are eliminated for all years after calendar year 2001. Deemed wage credits will continue to be given for 

appropriate earnings for periods prior to calendar year 2002.
2.A OASDI: Coverage, Financing, and Insured Status

2.4 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A3—Annual maximum taxable earnings and contribution rates, 1937–2003

Year

Annual maximum

 taxable earnings (dollars)

Contribution rate (percent)

Employer and employee, each Self-employed person

OASDI HI

Total,

OASDI

and HI OASI DI HI

Total,

OASDI

and HI OASI DI HI

1937–1949 3,000 . . . 1.0 1.0 . . . . . . . . . . . . . . . . . .

1950 3,000 . . . 1.5 1.5 . . . . . . . . . . . . . . . . . .

1951–1953 3,600 . . . 1.5 1.5 . . . . . . 2.25 2.25 . . . . . .

1954 3,600 . . . 2.0 2.0 . . . . . . 3.0 3.0 . . . . . .

1955–1956 4,200 . . . 2.0 2.0 . . . . . . 3.0 3.0 . . . . . .

1957–1958 4,200 . . . 2.25 2.0 0.25 . . . 3.375 3.0 0.375 . . .

1959 4,800 . . . 2.5 2.25 0.25 . . . 3.75 3.375 0.375 . . .

1960–1961 4,800 . . . 3.0 2.75 0.25 . . . 4.5 4.125 0.375 . . .

1962 4,800 . . . 3.125 2.875 0.25 . . . 4.7 4.325 0.375 . . .

1963–1965 4,800 . . . 3.625 3.375 0.25 . . . 5.4 5.025 0.375 . . .

1966 6,600 6,600 4.2 3.5 0.35 0.35 6.15 5.275 0.525 0.35

1967 6,600 6,600 4.4 3.55 0.35 0.5 6.4 5.375 0.525 0.5

1968 7,800 7,800 4.4 3.325 0.475 0.6 6.4 5.0875 0.7125 0.6

1969 7,800 7,800 4.8 3.725 0.475 0.6 6.9 5.5875 0.7125 0.6

1970 7,800 7,800 4.8 3.65 0.55 0.6 6.9 5.475 0.825 0.6

1971 7,800 7,800 5.2 4.05 0.55 0.6 7.5 6.075 0.825 0.6

1972 9,000 9,000 5.2 4.05 0.55 0.6 7.5 6.075 0.825 0.6

1973 10,800 10,800 5.85 4.3 0.55 1.0 8.0 6.205 0.795 1.0

1974 13,200 13,200 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1975 a 14,100

a. Based on automatic adjustment, under 1972 legislation (as modified by 1973 legislation), in proportion to increases in average wage level.

a 14,100 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1976 a 15,300 a 15,300 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1977 a 16,500 a 16,500 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1978 a 17,700 a 17,700 6.05 4.275 0.775 1.0 8.1 6.01 1.09 1.0

1979 22,900 22,900 6.13 4.33 0.75 1.05 8.1 6.01 1.04 1.05

1980 25,900 25,900 6.13 4.52 0.56 1.05 8.1 6.2725 0.7775 1.05

1981 29,700 29,700 6.65 4.7 0.65 1.3 9.3 7.025 0.975 1.3

1982 a 32,400 a 32,400 6.7 4.575 0.825 1.3 9.35 6.8125 1.2375 1.3

1983 a 35,700 a 35,700 6.7 4.775 0.625 1.3 9.35 7.1125 0.9375 1.3

1984 a 37,800 a 37,800 b 7.0

b. Includes tax credit, see Table 2.A5.

5.2 0.5 1.3 b 14.0 10.4 1.0 2.6

1985 a 39,600 a 39,600 7.05 5.2 0.5 1.35 b 14.1 10.4 1.0 2.7

1986 a 42,000 a 42,000 7.15 5.2 0.5 1.45 b 14.3 10.4 1.0 2.9

1987 a 43,800 a 43,800 7.15 5.2 0.5 1.45 b 14.3 10.4 1.0 2.9

1988 a 45,000 a 45,000 7.51 5.53 0.53 1.45 b 15.02 11.06 1.06 2.9

1989 a 48,000 a 48,000 7.51 5.53 0.53 1.45 b 15.02 11.06 1.06 2.9

1990 c

 51,300

c. Based on automatic adjustment, under 1972 legislation (as modified by 1973 legislation), using a transitional rule, specified by the Omnibus Budget Reconciliation Act 

(OBRA) of 1989, for computing a “deemed” average annual wage for 1988, 1989, and 1990.

c 51,300 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1991 c

 53,400 d 125,000

d. Based on 1990 legislation.

7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1992 c

 55,500 130,200 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1993 a 57,600 a 135,000 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1994 a 60,600 ee

e. Upper limit on earnings subject to HI taxes was repealed by OBRA 1993.

7.65 5.26 0.94 1.45 15.3 10.52 1.88 2.9

1995 a 61,200 e 7.65 5.26 0.94 1.45 15.3 10.52 1.88 2.9

1996 a 62,700 e 7.65 5.26 0.94 1.45 15.3 10.52 1.88 2.9

1997 a 65,400 e 7.65 5.35 0.85 1.45 15.3 10.7 1.7 2.9

1998 a 68,400 e 7.65 5.35 0.85 1.45 15.3 10.7 1.7 2.9

1999 a 72,600 e 7.65 5.35 0.85 1.45 15.3 10.7 1.7 2.9

2000 a 76,200 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2001 a 80,400 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2002 a 84,900 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2003 a 87,000 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2003 ♦ 2.5

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A4—Maximum annual amount of contributions, 1937–2003 (in dollars)

Year

Employee Self-employed person

Total,

OASDI

and HI

Subtotal,

OASDI OASI DI HI

Total,

OASDI

and HI

Subtotal,

OASDI OASI DI HI

1937–1949 30.00 30.00 30.00 . . . . . . . . . . . . . . . . . . . . .

1950 45.00 45.00 45.00 . . . . . . . . . . . . . . . . . . . . .

1951–1953 54.00 54.00 54.00 . . . . . . 81.00 81.00 81.00 . . . . . .

1954 72.00 72.00 72.00 . . . . . . 108.00 108.00 108.00 . . . . . .

1955–1956 84.00 84.00 84.00 . . . . . . 126.00 126.00 126.00 . . . . . .

1957–1958 94.50 94.50 84.00 10.50 . . . 141.75 141.75 126.00 15.75 . . .

1959 120.00 120.00 108.00 12.00 . . . 180.00 180.00 162.00 18.00 . . .

1960–1961 144.00 144.00 132.00 12.00 . . . 216.00 216.00 198.00 18.00 . . .

1962 150.00 150.00 138.00 12.00 . . . 225.60 225.60 207.60 18.00 . . .

1963–1965 174.00 174.00 162.00 12.00 . . . 259.20 259.20 241.20 18.00 . . .

1966 277.20 254.10 231.00 23.10 23.10 405.90 382.80 348.15 34.65 23.10

1967 290.40 257.40 234.30 23.10 33.00 422.40 389.40 354.75 34.65 33.00

1968 343.20 296.40 259.35 37.05 46.80 499.20 452.40 396.825 55.575 46.80

1969 374.40 327.60 290.55 37.05 46.80 538.20 491.40 435.825 55.575 46.80

1970 374.40 327.60 284.70 42.90 46.80 538.20 491.40 427.05 64.35 46.80

1971 405.60 358.80 315.90 42.90 46.80 585.00 538.20 473.85 64.35 46.80

1972 468.00 414.00 364.50 49.50 54.00 675.00 621.00 546.75 74.25 54.00

1973 631.80 523.80 464.40 59.40 108.00 864.00 756.00 670.14 85.86 108.00

1974 772.20 653.40 577.50 75.90 118.80 1,042.80 924.00 816.42 107.58 118.80

1975 824.85 697.95 616.875 81.075 126.90 1,113.90 987.00 872.085 114.915 126.90

1976 895.05 757.35 669.375 87.975 137.70 1,208.70 1,071.00 946.305 124.695 137.70

1977 965.25 816.75 721.875 94.875 148.50 1,303.50 1,155.00 1,020.525 134.475 148.50

1978 1,070.85 893.85 756.675 137.175 177.00 1,433.70 1,256.70 1,063.77 192.93 177.00

1979 1,403.77 1,163.32 991.59 171.75 240.45 1,854.90 1,614.45 1,376.29 238.16 240.45

1980 1,587.67 1,315.72 1,170.68 145.04 271.95 2,097.90 1,825.95 1,624.58 201.37 271.95

1981 1,975.05 1,588.95 1,395.90 193.05 386.10 2,762.10 2,376.00 2,086.43 289.57 386.10

1982 2,170.80 1,749.60 1,482.30 267.30 421.20 3,029.40 2,608.20 2,207.25 400.95 421.20

1983 2,391.90 1,927.80 1,704.675 223.125 464.10 3,337.95 2,873.85 2,539.1625 334.6875 464.10

1984 a

a. Includes tax credit, see Table 2.A5.

2,646.00 2,154.60 1,965.60 189.00 491.40 5,292.00 4,309.20 3,931.20 378.00 982.80

1985 a 2,791.80 2,257.20 2,059.20 198.00 534.60 5,583.60 4,514.40 4,118.40 396.00 1,069.20

1986 a 3,003.00 2,394.00 2,184.00 210.00 609.00 6,006.00 4,788.00 4,368.00 420.00 1,218.00

1987 a 3,131.70 2,496.60 2,277.60 219.00 635.10 6,263.40 4,993.20 4,555.20 438.00 1,270.20

1988 a 3,379.50 2,727.00 2,488.50 238.50 652.50 6,759.00 5,454.00 4,977.00 477.00 1,305.00

1989 a 3,604.80 2,908.80 2,654.40 254.40 696.00 7,209.60 5,817.60 5,308.80 508.80 1,392.00

1990 3,924.45 3,180.60 2,872.80 307.80 743.85 7,848.90 6,361.20 5,745.60 615.60 1,487.70

1991 5,123.30 3,310.80 2,990.40 320.40 1,812.50 10,246.60 6,621.60 5,980.80 640.80 3,625.00

1992 5,328.90 3,441.00 3,108.00 333.00 1,887.90 10,657.80 6,882.00 6,216.00 666.00 3,775.80

1993 5,528.70 3,571.20 3,225.60 345.60 1,957.50 11,057.40 7,142.40 6,451.20 691.20 3,915.00

1994 bb

b. Upper limit on earnings subject to HI taxes was repealed by the Omnibus Budget Reconciliation Act (OBRA) of 1993. 

3,757.20 3,187.56 569.64 b b 7,514.40 6,375.12 1,139.28 b

1995 b 3,794.40 3,219.12 575.28 b b 7,588.80 6,438.24 1,150.56 b

1996 b 3,887.40 3,298.02 589.38 b b 7,774.80 6,596.04 1,178.76 b

1997 b 4,054.80 3,498.90 555.90 b b 8,109.60 6,997.80 1,111.80 b

1998 b 4,240.80 3,659.40 581.40 b b 8,481.60 7,318.80 1,162.80 b

1999 b 4,501.20 3,884.10 617.10 b b 9,002.40 7,768.20 1,234.20 b

2000 b 4,724.40 4,038.60 685.80 b b 9,448.80 8,077.20 1,371.60 b

2001 b 4,984.80 4,261.20 723.60 b b 9,969.60 8,522.40 1,447.20 b

2002 b 5,236.80 4,499.70 764.10 b b 10,527.60 8,999.40 1,528.20 b

2003 b 5,394.00 4,611.00 783.00 b b 10,788.00 9,222.00 1,566.00 b
2.A OASDI: Coverage, Financing, and Insured Status

2.6 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

NOTE: During this period, scheduled taxes were credited to the Social Security trust funds, monies for tax credits were paid from the Treasury, and the reduced tax rates were 

paid by employees and the self-employed. 

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A5—Tax credits enacted in 1983

Group Tax payable under—

Percentage

of earnings Tax credit, effective with respect to—

Employee Federal Insurance Contributions Act (FICA) 0.3 Remuneration paid in calendar year 1984

Self-employed Self-Employment Contributions Act (SECA) 2.7 Self-employment income for taxable years beginning in 1984

2.3 Self-employment income for taxable years beginning in 1985

2.0 Self-employment income for taxable years beginning in 1986, 1987, 1988, and 1989

Table 2.A6—Appropriations from general revenues and interfund borrowing provisions, by type of transaction 

and year enacted

Year enacted Provision

Appropriations from general revenues

1935 Annual appropriations to the old-age reserve account to provide payments; direct appropriation to pay for administrative expenses.

1939 Trust fund created from which benefits and administrative expenses were to be paid.

1944 General authorization to finance benefits and payments.

1947 For cost of gratuitous military service wage credits.

1950 General authorization repealed.

1951 Railroad interchange provisions enacted.

1956 For cost of gratuitous military service wage credits.

1966 For cost of transitional uninsured monthly benefits for those aged 72 and older with fewer than 3 quarters of coverage.

1972 For cost of gratuitous wage credits for Japanese-American internees.

1983 A lump-sum payment to the OASDI trust funds equal to (1) the present value of the estimated additional benefits arising from the gratuitous military 

service wage credits for service before 1957 and (2) the amount of the combined employer-employee OASDI taxes on the gratuitous wage credits for 

service after 1956 and before 1984 but less any amounts previously transferred. After 1983, the trust funds will be reimbursed on a current basis for 

employer-employee taxes on such wage credits for service after 1983.

A lump-sum payment to the OASDI trust funds representing the amount of uncashed benefit checks (including interest) issued in the past. In the future, 

the trust funds will be credited on a regular basis. All transfers made for uncashed benefit checks will be subject to the annual appropriation process.

Transfers in each year from the Treasury Department to the OASDI trust funds of amounts equal to income tax receipts attributable to inclusion of 

Social Security benefits in taxable income.

For tax credits for part of the 1984 employment FICA tax and part of the tax on self-employment income under SECA for 1984–1989, see Table 2.A5.

1993 Transfers in each year from the Treasury Department to the HI trust fund of amounts equal to income tax receipts attributable to the increased portions 

of Social Security benefits included in taxable income under the 1993 Act.

Interfund borrowing

1981 Interfund borrowing permitted among OASI, DI, and HI trust funds as needed until December 31, 1982. For all or part of any loan to be repaid, the 

managing trustee determines if assets of borrowing trust fund(s) are sufficient for that purpose. Interest with respect to any outstanding loan balance at 

a rate equal to the rate earned by lending trust fund is transferred from time to time.

1983 Interfund borrowing reauthorized among OASI, DI, and HI trust funds for calendar years 1983–1987, with provisions for scheduled repayment, no later 

than December 31, 1989, of principal and interest (including amounts borrowed in 1982). No borrowing permitted from any fund that has been reduced 

to specified levels.
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2003 ♦ 2.7

Table 2.A7—Insured status (benefit eligibility) provisions, by eligibility concept and year enacted

Year enacted Provision

Quarter of coverage (QC)

1939 Calendar quarter in which $50 of wages is earned. Four QC are credited for covered earnings equal to maximum limitation for the year.

1946 Calendar quarter in which $50 of wages is paid.

1950 Calendar quarter credited with $100 of self-employment income (reported annually).

1954 Calendar quarter credited with $100 of agricultural wages (reported annually).

1977 Calendar quarters of coverage (up to 4) for each $250 of annual earnings, effective January 1, 1978 (effective on January 1 of each year, dollar amount 

subject to automatic increase):

Year Amount (dollars)

1979 260

1980 290

1981 310

1982 340

1983 370

1984 390

1985 410

1986 440

1987 460

1988 470

1989 500

1990 520

1991 540

1992 570

1993 590

1994 620

1995 630

1996 640

1997 670

1998 700

1999 740

2000 780

2001 830

2002 870

2003 890

Disability definition

1954 Inability to engage in substantial gainful activity because of any medically determinable permanent physical or mental impairment.

1965 Disability lasting at least 12 months. For blind persons aged 55–64, inability to engage in usual occupation.

1967 Disability that precludes engagement in any substantial gainful work existing in the national economy. For surviving spouse, disability precludes any 

gainful activity.

1990 More restrictive definition for surviving spouse eliminated.

Period of disability

1954 Continuous period of at least 6 months as defined above or of blindness.

1972 At least 5 months of disability.

Fully insured

1935 Cumulative wages of $2,000 and employment in each of 5 years after 1936 and before attainment of age 65.

1939 QC equal to one-half the quarters elapsed after 1936 (or quarter in which age 21 attained) and before quarter of death or attainment of age 65. 

Minimum 6 QC, maximum 40 QC.

1950 Elapsed period measured after 1950 (QC earned at any time are used).

1954 Period of disability excluded from elapsed period. Alternatively, QC earned in all quarters after 1954 and before quarter in which age 65 attained 

(minimum 6 QC).

1956 Elapsed period measured to age 62 for women. Alternatively, QC earned in all except 4 quarters after 1954 and before quarter in which age 65 attained 

(62 for women).

1960 QC reduced to one-third the elapsed quarters.

1961 QC equal to years elapsed after 1950 (or year age 21 attained) and before year of death or age 65 (62 for women).

1972 Elapsed period for men reaching age 62 after 1972, measured to age 62 or to 1975, if later.

1983 Any person aged 55 or older on January 1, 1984, and employed by a nonprofit organization to whose employees coverage is extended solely by 

reason of the new compulsory coverage provision will be deemed fully insured upon subsequently acquiring 6 QC if aged 60 or older on 

January 1, 1984; 8 QC if aged 59; 12 QC if aged 58; 16 QC if aged 57; and 20 QC if aged 55 or 56.

Currently insured

1939 6 QC earned in 12 quarters before quarter of death.

1946 6 QC earned in preceding 13 quarters, including quarter of death.

1950 Including quarter of retirement added.

1954 Including quarter of disablement added.

(Continued)
2.A OASDI: Coverage, Financing, and Insured Status

2.8 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Disability insured

1954 20 QC earned in last 40 quarters, including quarter of disablement, and currently insured.

1956 Fully insured requirement added.

1958 Currently insured requirement eliminated.

1960 Alternatively, 20 QC earned before quarter of disablement (not necessarily in last 40 quarters) but QC earned in all quarters after 1950, with minimum 

of 6 QC.

1965 Alternatively, for blind under age 31, QC earned in one-half the quarters elapsed after age 21, with minimum of 6 QC. For blind under age 24, 6 QC 

earned in preceding 12 quarters.

1967 For all disabled under age 31, same alternative.

1972 For blind, requirement for recent QC eliminated.

1983 For those who become disabled again at age 31 or older and who were previously disabled before age 31, same alternative as that for those under 

age 31.

Transitionally insured

1965 Same as fully insured, but minimum reduced to 3 QC.

Requirement for special age–72 monthly benefit

1966 3 QC for each year elapsed after 1966 and before attainment of age 72. (No QC if aged 72 before 1968.)

Table 2.A7—Insured status (benefit eligibility) provisions, by eligibility concept and year enacted—Continued

Year enacted Provision
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.9

Table 2.A8—Factors for indexing earnings, 1951–2003

Year

Annual

 maximum

 taxable

 earnings

(dollars)

Average

annual

 wage a

(dollars)

Factors for workers who were first eligible (attained age 62, became disabled, or died) in b —

1990 1991 1992 1993 1994 1995 1996

1951 3,600 2,799.16 6.9070864 7.1805649 7.5122465 7.7921948 8.1936795 8.2641471 8.4859494

1952 3,600 2,973.32 6.5025090 6.7599687 7.0722223 7.3357728 7.7137409 7.7800809 7.9888912

1953 3,600 3,139.44 6.1584359 6.4022724 6.6980035 6.9476085 7.3055768 7.3684065 7.5661679

1954 3,600 3,155.64 6.1268205 6.3694053 6.6636182 6.9119418 7.2680724 7.3305795 7.5273257

1955 4,200 3,301.44 5.8562445 6.0881161 6.3693358 6.6066928 6.9470958 7.0068425 7.1948998

1956 4,200 3,532.36 5.4734059 5.6901194 5.9529550 6.1747953 6.4929452 6.5487861 6.7245496

1957 4,200 3,641.72 5.3090408 5.5192464 5.7741891 5.9893677 6.2979636 6.3521276 6.5226129

1958 4,200 3,673.80 5.2626817 5.4710518 5.7237683 5.9370679 6.2429691 6.2966601 6.4656568

1959 4,800 3,855.80 5.0142746 5.2128093 5.4535972 5.6568287 5.9482909 5.9994476 6.1604673

1960 4,800 4,007.12 4.8249216 5.0159591 5.2476542 5.4432111 5.7236669 5.7728918 5.9278310

1961 4,800 4,086.76 4.7308968 4.9182115 5.1453915 5.3371375 5.6121279 5.6603936 5.8123134

1962 4,800 4,291.40 4.5052990 4.6836813 4.9000280 5.0826304 5.3445076 5.3904716 5.5351470

1963 4,800 4,396.64 4.3974581 4.5715706 4.7827386 4.9609702 5.2165790 5.2614428 5.4026552

1964 4,800 4,576.32 4.2248007 4.3920770 4.5949540 4.7661877 5.0117605 5.0548629 5.1905308

1965 4,800 4,658.72 4.1500756 4.3143932 4.5136819 4.6818869 4.9231162 4.9654562 5.0987245

1966 6,600 4,938.36 3.9150730 4.0700860 4.2580897 4.4167699 4.6443394 4.6842818 4.8100037

1967 6,600 5,213.44 3.7084996 3.8553335 4.0334175 4.1837251 4.3992872 4.4371221 4.5562105

1968 7,800 5,571.76 3.4700059 3.6073969 3.7740283 3.9146697 4.1163690 4.1517707 4.2632005

1969 7,800 5,893.76 3.2804254 3.4103102 3.5678378 3.7007954 3.8914751 3.9249427 4.0302846

1970 7,800 6,186.24 3.1253298 3.2490738 3.3991536 3.5258251 3.7074895 3.7393748 3.8397363

1971 7,800 6,497.08 2.9758045 3.0936282 3.2365278 3.3571389 3.5301120 3.5604718 3.6560316

1972 9,000 7,133.80 2.7102021 2.8175096 2.9476548 3.0575009 3.2150355 3.2426855 3.3297163

1973 10,800 7,580.16 2.5506111 2.6515997 2.7740813 2.8774591 3.0257171 3.0517390 3.1336449

1974 13,200 8,030.76 2.4074982 2.5028204 2.6184296 2.7160070 2.8559464 2.8805082 2.9578184

1975 14,100 8,630.92 2.2400903 2.3287842 2.4363544 2.5271466 2.6573552 2.6802091 2.7521435

1976 15,300 9,226.48 2.0954947 2.1784635 2.2790902 2.3640218 2.4858256 2.5072043 2.5744954

1977 16,500 9,779.44 1.9770089 2.0552864 2.1502233 2.2303527 2.3452693 2.3654391 2.4289254

1978 17,700 10,556.03 1.8315636 1.9040823 1.9920349 2.0662692 2.1727316 2.1914176 2.2502333

1979 22,900 11,479.46 1.6842290 1.7509142 1.8317917 1.9000545 1.9979529 2.0151357 2.0692202

1980 25,900 12,513.46 1.5450595 1.6062344 1.6804289 1.7430511 1.8328600 1.8486230 1.8982384

1981 29,700 13,773.10 1.4037537 1.4593338 1.5267427 1.5836377 1.6652330 1.6795543 1.7246321

1982 32,400 14,531.34 1.3305063 1.3831863 1.4470778 1.5010040 1.5783417 1.5919158 1.6346414

1983 35,700 15,239.24 1.2687011 1.3189339 1.3798575 1.4312787 1.5050239 1.5179674 1.5587083

1984 37,800 16,135.07 1.1982619 1.2457058 1.3032469 1.3518132 1.4214639 1.4336889 1.4721678

1985 39,600 16,822.51 1.1492958 1.1948009 1.2499906 1.2965723 1.3633768 1.3751022 1.4120087

1986 42,000 17,321.82 1.1161668 1.1603602 1.2139590 1.2591979 1.3240768 1.3354642 1.3713068

1987 43,800 18,426.51 1.0492513 1.0907953 1.1411808 1.1837076 1.2446969 1.2554016 1.2890954

1988 45,000 19,334.04 1.0000000 1.0395939 1.0876144 1.1281450 1.1862715 1.1964737 1.2285860

1989 48,000 20,099.55 1.0000000 1.0000000 1.0461916 1.0851785 1.1410912 1.1509049 1.1817941

1990 51,300 21,027.98 1.0000000 1.0000000 1.0000000 1.0372656 1.0907096 1.1000900 1.1296154

1991 53,400 21,811.60 1.0000000 1.0000000 1.0000000 1.0000000 1.0515240 1.0605673 1.0890320

1992 55,500 22,935.42 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0086002 1.0356702

1993 57,600 23,132.67 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0268391

1994 60,600 23,753.53 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1995 61,200 24,705.66 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1996 62,700 25,913.90 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1997 65,400 27,426.00 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1998 68,400 28,861.44 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1999 72,600 30,469.84 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2000 76,200 32,154.82 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2001 80,400 32,921.92 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2002 84,900 . . . 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2003 87,000 . . . 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.10 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not available.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A8—Factors for indexing earnings, 1951–2003—Continued

Year

Annual

 maximum

 taxable

 earnings

(dollars)

Average

annual

 wage a

(dollars)

a. National average wage levels. For years before 1978, average wages were determined from wages earned during the first quarter of the year and reported to the Social 

Security Administration (SSA) for Social Security tax purposes. These wages were then multiplied by 4 to obtain the average wage for the year. For 1973–1977, from data 

collected on all taxable wages reported to SSA; for 1957–1972, based on 1 percent statistical sample; for 1951–1956, based on 1/10 of 1 percent statistical sample. For 

1978–1984, from wage data collected by the Internal Revenue Service during processing of annual tax returns. For years after 1984, from W-2 data processed by SSA. 

For years after 1977, the average wage amounts have been adjusted to be consistent with the pre-1978 series. 

Factors for workers who were first eligible (attained age 62, became disabled, or died) in b—

b. The indexing factor for a given year represents the ratio of the average annual wage for the second year before the year of first eligibility to the average annual wage for the 

year to be indexed. Multiplying a worker’s covered earnings, up to the maximum taxable amounts for various years after 1951, by the indicated factors gives the indexed 

earnings. Earnings in the year before the year of first eligibility, and any earnings thereafter, are not indexed. The actual taxable earnings for those years are considered in 

calculating the average indexed monthly earnings (AIME).

1997 1998 1999 2000 2001 2002 2003

1951 3,600 2,799.16 8.8260978 9.2577416 9.7979394 10.3107504 10.8853513 11.4873105 11.7613570

1952 3,600 2,973.32 8.3091157 8.7154763 9.2240324 9.7068059 10.2477500 10.8144498 11.0724443

1953 3,600 3,139.44 7.8694481 8.2543065 8.7359529 9.1931809 9.7055016 10.2422152 10.4865581

1954 3,600 3,155.64 7.8290489 8.2119317 8.6911054 9.1459862 9.6556768 10.1896351 10.4327236

1955 4,200 3,301.44 7.4832982 7.8492718 8.3072841 8.7420762 9.2292575 9.7396348 9.9719880

1956 4,200 3,532.36 6.9940946 7.3361435 7.7642143 8.1705828 8.6259158 9.1029284 9.3200919

1957 4,200 3,641.72 6.7840636 7.1158409 7.5310568 7.9252221 8.3668816 8.8295695 9.0402118

1958 4,200 3,673.80 6.7248244 7.0537046 7.4652948 7.8560183 8.2938211 8.7524688 8.9612717

1959 4,800 3,855.80 6.4074018 6.7207583 7.1129208 7.4852015 7.9023393 8.3393381 8.5382852

1960 4,800 4,007.12 6.1654405 6.4669638 6.8443171 7.2025395 7.6039250 8.0244215 8.2158558

1961 4,800 4,086.76 6.0452926 6.3409400 6.7109397 7.0621813 7.4557449 7.8680471 8.0557508

1962 4,800 4,291.40 5.7570164 6.0385655 6.3909214 6.7254136 7.1002097 7.4928508 7.6716037

1963 4,800 4,396.64 5.6192138 5.8940236 6.2379453 6.5644310 6.9302558 7.3134985 7.4879726

1964 4,800 4,576.32 5.3985866 5.6626066 5.9930250 6.3066918 6.6581533 7.0263487 7.1939724

1965 4,800 4,658.72 5.3031004 5.5624506 5.8870248 6.1951437 6.5403888 6.9020718 7.0667308

1966 6,600 4,938.36 5.0028066 5.2474708 5.5536656 5.8443370 6.1700322 6.5112345 6.6665695

1967 6,600 5,213.44 4.7388404 4.9705952 5.2606341 5.5359686 5.8444789 6.1676782 6.3148171

1968 7,800 5,571.76 4.4340855 4.6509361 4.9223226 5.1799503 5.4686203 5.7710346 5.9087111

1969 7,800 5,893.76 4.1918334 4.3968367 4.6533961 4.8969486 5.1698474 5.4557396 5.5858942

1970 7,800 6,186.24 3.9936472 4.1889581 4.4333876 4.6654252 4.9254216 5.1977970 5.3217981

1971 7,800 6,497.08 3.8025790 3.9885456 4.2212809 4.4422171 4.6897745 4.9491187 5.0671871

1972 9,000 7,133.80 3.4631837 3.6325521 3.8445148 4.0457316 4.2711935 4.5073902 4.6149205

1973 10,800 7,580.16 3.2592531 3.4186482 3.6181294 3.8074975 4.0196830 4.2419711 4.3431695

1974 13,200 8,030.76 3.0763788 3.2268303 3.4151189 3.5938616 3.7941415 4.0039573 4.0994775

1975 14,100 8,630.92 2.8624596 3.0024493 3.1776450 3.3439587 3.5303119 3.7255379 3.8144161

1976 15,300 9,226.48 2.6776907 2.8086443 2.9725312 3.1281095 3.3024339 3.4850582 3.5681994

1977 16,500 9,779.44 2.5262858 2.6498348 2.8044551 2.9512365 3.1157040 3.2880022 3.3664423

1978 17,700 10,556.03 2.3404310 2.4548907 2.5981359 2.7341188 2.8864867 3.0461092 3.1187786

1979 22,900 11,479.46 2.1521622 2.2574145 2.3891368 2.5141810 2.6542921 2.8010743 2.8678980

1980 25,900 12,513.46 1.9743268 2.0708821 2.1917200 2.3064316 2.4349652 2.5696186 2.6309206

1981 29,700 13,773.10 1.7937618 1.8814864 1.9912728 2.0954934 2.2122717 2.3346102 2.3903057

1982 32,400 14,531.34 1.7001639 1.7833111 1.8873690 1.9861513 2.0968362 2.2127911 2.2655805

1983 35,700 15,239.24 1.6211871 1.7004719 1.7996960 1.8938897 1.9994330 2.1100015 2.1603387

1984 37,800 16,135.07 1.5311777 1.6060606 1.6997757 1.7887397 1.8884232 1.9928528 2.0403952

1985 39,600 16,822.51 1.4686072 1.5404301 1.6303156 1.7156441 1.8112541 1.9114163 1.9570159

1986 42,000 17,321.82 1.4262739 1.4960264 1.5833209 1.6661898 1.7590438 1.8563188 1.9006040

1987 43,800 18,426.51 1.3407672 1.4063379 1.4883991 1.5662999 1.6535871 1.7450304 1.7866606

1988 45,000 19,334.04 1.2778323 1.3403251 1.4185344 1.4927785 1.5759686 1.6631196 1.7027957

1989 48,000 20,099.55 1.2291648 1.2892776 1.3645082 1.4359247 1.5159464 1.5997781 1.6379431

1990 51,300 21,027.98 1.1748946 1.2323533 1.3042622 1.3725256 1.4490141 1.5291445 1.5656245

1991 53,400 21,811.60 1.1326844 1.1880788 1.2574043 1.3232152 1.3969557 1.4742073 1.5093767

1992 55,500 22,935.42 1.0771837 1.1298638 1.1957924 1.2583785 1.3285059 1.4019721 1.4354182

1993 57,600 23,132.67 1.0679986 1.1202295 1.1855960 1.2476485 1.3171778 1.3900177 1.4231786

1994 60,600 23,753.53 1.0400837 1.0909494 1.1546073 1.2150379 1.2827500 1.3536860 1.3859801

1995 61,200 24,705.66 1.0000000 1.0489054 1.1101100 1.1682117 1.2333141 1.3015163 1.3325659

1996 62,700 25,913.90 1.0000000 1.0000000 1.0583509 1.1137436 1.1758107 1.2408329 1.2704348

1997 65,400 27,426.00 1.0000000 1.0000000 1.0000000 1.0523387 1.1109837 1.1724211 1.2003909

1998 68,400 28,861.44 1.0000000 1.0000000 1.0000000 1.0000000 1.0557283 1.1141100 1.1406888

1999 72,600 30,469.84 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0552999 1.0804756

2000 76,200 32,154.82 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0238565

2001 80,400 32,921.92 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2002 84,900 . . . 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2003 87,000 . . . 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.11

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not available.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A9—Indexed earnings for workers with maximum earnings, 1951–2003 (in dollars)

Year

Annual maximum

 taxable earnings

Average

annual wage a

a. National average wage levels. For years before 1978, average wages were determined from wages earned during the first quarter of the year and reported to the Social 

Security Administration (SSA) for Social Security tax purposes. These wages were then multiplied by 4 to obtain the average wage for the year. For 1973–1977, from data 

collected on all taxable wages reported to SSA; for 1957–1972, based on 1 percent statistical sample; for 1951–1956, based on 1/10 of 1 percent statistical sample. For 

1978–1984, from wage data collected by the Internal Revenue Service during processing of annual tax returns. For years after 1984, from W-2 data processed by SSA. 

For years after 1977, the average wage amounts have been adjusted to be consistent with the pre-1978 series. 

Annual maximum indexed earnings for workers who were first eligible

 (attained age 62, became disabled, or died) in b—

b. A worker’s earnings for each year after 1950 and through the second year before the year of first eligibility are indexed by multiplying covered earnings, up to the maximum 

taxable amounts, by specified indexing factors (see Table 2.A8). The indexing factor for a given year represents the ratio of the average annual wage for the second year 

before the year of first eligibility to the average annual wage for the year to be indexed. For example, if the year of first eligibility is 1999, the indexing factor for 1982 is 

$27,426.00/14,531.34, or 1.8873690. Multiplication of maximum taxable earnings of $32,400 for 1982 by this factor gives maximum indexed earnings of $61,150.75 for 

1982. 

1996 1997 1998 1999 2000 2001 2002 2003

1951 3,600 2,799.16 30,549.42 31,773.95 33,327.87 35,272.58 37,118.70 39,187.26 41,354.32 42,340.89

1952 3,600 2,973.32 28,760.01 29,912.82 31,375.71 33,206.52 34,944.50 36,891.90 38,932.02 39,860.80

1953 3,600 3,139.44 27,238.20 28,330.01 29,715.50 31,449.43 33,095.45 34,939.81 36,871.97 37,751.61

1954 3,600 3,155.64 27,098.37 28,184.58 29,562.95 31,287.98 32,925.55 34,760.44 36,682.69 37,557.81

1955 4,200 3,301.44 30,218.58 31,429.85 32,966.94 34,890.59 36,716.72 38,762.88 40,906.47 41,882.35

1956 4,200 3,532.36 28,243.11 29,375.20 30,811.80 32,609.70 34,316.45 36,228.85 38,232.30 39,144.39

1957 4,200 3,641.72 27,394.97 28,493.07 29,886.53 31,630.44 33,285.93 35,140.90 37,084.19 37,968.89

1958 4,200 3,673.80 27,155.76 28,244.26 29,625.56 31,354.24 32,995.28 34,834.05 36,760.37 37,637.34

1959 4,800 3,855.80 29,570.24 30,755.53 32,259.64 34,142.02 35,928.97 37,931.23 40,028.82 40,983.77

1960 4,800 4,007.12 28,453.59 29,594.11 31,041.43 32,852.72 34,572.19 36,498.84 38,517.22 39,436.11

1961 4,800 4,086.76 27,899.10 29,017.40 30,436.51 32,212.51 33,898.47 35,787.58 37,766.63 38,667.60

1962 4,800 4,291.40 26,568.71 27,633.68 28,985.11 30,676.42 32,281.99 34,081.01 35,965.68 36,823.70

1963 4,800 4,396.64 25,932.75 26,972.23 28,291.31 29,942.14 31,509.27 33,265.23 35,104.79 35,942.27

1964 4,800 4,576.32 24,914.55 25,913.22 27,180.51 28,766.52 30,272.12 31,959.14 33,726.47 34,531.07

1965 4,800 4,658.72 24,473.88 25,454.88 26,699.76 28,257.72 29,736.69 31,393.87 33,129.94 33,920.31

1966 6,600 4,938.36 31,746.02 33,018.52 34,633.31 36,654.19 38,572.62 40,722.21 42,974.15 43,999.36

1967 6,600 5,213.44 30,070.99 31,276.35 32,805.93 34,720.18 36,537.39 38,573.56 40,706.68 41,677.79

1968 7,800 5,571.76 33,252.96 34,585.87 36,277.30 38,394.12 40,403.61 42,655.24 45,014.07 46,087.95

1969 7,800 5,893.76 31,436.22 32,696.30 34,295.33 36,296.49 38,196.20 40,324.81 42,554.77 43,569.98

1970 7,800 6,186.24 29,949.94 31,150.45 32,673.87 34,580.42 36,390.32 38,418.29 40,542.82 41,510.02

1971 7,800 6,497.08 28,517.05 29,660.12 31,110.66 32,925.99 34,649.29 36,580.24 38,603.13 39,524.06

1972 9,000 7,133.80 29,967.45 31,168.65 32,692.97 34,600.63 36,411.58 38,440.74 40,566.51 41,534.28

1973 10,800 7,580.16 33,843.37 35,199.93 36,921.40 39,075.80 41,120.97 43,412.58 45,813.29 46,906.23

1974 13,200 8,030.76 39,043.20 40,608.20 42,594.16 45,079.57 47,438.97 50,082.67 52,852.24 54,113.10

1975 14,100 8,630.92 38,805.22 40,360.68 42,334.54 44,804.79 47,149.82 49,777.40 52,530.09 53,783.27

1976 15,300 9,226.48 39,389.78 40,968.67 42,972.26 45,479.73 47,860.08 50,527.24 53,321.39 54,593.45

1977 16,500 9,779.44 40,077.27 41,683.72 43,722.27 46,273.51 48,695.40 51,409.12 54,252.04 55,546.30

1978 17,700 10,556.03 39,829.13 41,425.63 43,451.57 45,987.00 48,393.90 51,090.81 53,916.13 55,202.38

1979 22,900 11,479.46 47,385.14 49,284.51 51,694.79 54,711.23 57,574.74 60,783.29 64,144.60 65,674.86

1980 25,900 12,513.46 49,164.37 51,135.07 53,635.85 56,765.55 59,736.58 63,065.60 66.553.12 68,140.84

1981 29,700 13,773.10 51,221.57 53,274.72 55,880.15 59,140.80 62,236.15 65,704.47 69,337.92 70,992.08

1982 32,400 14,531.34 52,962.38 55,085.31 57,779.28 61,150.75 64,351.30 67,937.49 71,694.43 73,404.81

1983 35,700 15,239.24 55,645.89 57,876.38 60,706.85 64,249.15 67,611.86 71,379.76 75,327.06 77,124.09

1984 37,800 16,135.07 55,647.94 57,878.52 60,709.09 64,251.52 67,614.36 71,382.40 75,329.84 77,126.94

1985 39,600 16,822.51 55,915.54 58,156.85 61,001.03 64,560.50 67,939.51 71,725.66 75,692.09 77,497.83

1986 42,000 17,321.82 57,594.89 59,903.50 62,833.11 66,499.48 69,979.97 73,879.84 77,965.39 79,825.37

1987 43,800 18,426.51 56,462.38 58,725.60 61,597.60 65,191.88 68,603.93 72,427.12 76,432.33 78,255.74

1988 45,000 19,334.04 55,286.37 57,502.45 60,314.63 63,834.05 67,175.03 70,918.59 74,840.38 76,625.81

1989 48,000 20,099.55 56,726.12 58,999.91 61,885.33 65,496.39 68,924.38 72,765.43 76,789.35 78,621.27

1990 51,300 21,027.98 57,949.27 60,272.09 63,219.72 66,908.65 70,410.56 74,334.42 78,445.11 80,316.54

1991 53,400 21,811.60 58,154.31 60,485.35 63,443.41 67,145.39 70,659.69 74,597.44 78,722.67 80,600.71

1992 55,500 22,935.42 57,479.69 59,783.69 62,707.44 66,366.48 69,840.01 73,732.08 77,809.45 79,665.71

1993 57,600 23,132.67 59,145.93 61,516.72 64,525.22 68,290.33 71,864.55 75,869.44 80,065.02 81,975.09

1994 60,600 23,753.53 60,600.00 63,029.07 66,111.54 69,969.20 73,631.30 77,734.65 82,033.37 83,990.39

1995 61,200 24,705.66 61,200.00 61,200.00 64,193.01 67,938.73 71,494.55 75,478.83 79,652.80 81,553.03

1996 62,700 25,913.90 62,700.00 62,700.00 62,700.00 66,358.60 69,831.72 73,723.33 77,800.22 79,656.26

1997 65,400 27,426.00 65,400.00 65,400.00 65,400.00 65,400.00 68,822.95 72,658.34 76,676.34 78,505.56

1998 68,400 28,861.44 68,400.00 68,400.00 68,400.00 68,400.00 68,400.00 72,211.82 76,205.13 78,023.11

1999 72,600 30,469.84 72,600.00 72,600.00 72,600.00 72,600.00 72,600.00 72,600.00 76,614.77 78,442.53

2000 76,200 32,154.82 76,200.00 76,200.00 76,200.00 76,200.00 76,200.00 76,200.00 76,200.00 78,017.86

2001 80,400 32,921.92 80,400.00 80,400.00 80,400.00 80,400.00 80,400.00 80,400.00 80,400.00 80,400.00

2002 84,900 . . . 84,900.00 84,900.00 84,900.00 84,900.00 84,900.00 84,900.00 84,900.00 84,900.00

2003 87,000 . . . 87,000.00 87,000.00 87,000.00 87,000.00 87,000.00 87,000.00 87,000.00 87,000.00
2.A OASDI: Benefit Computation and Automatic Adjustments

2.12 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A10—Average monthly wage and average indexed monthly earnings provisions, by year enacted

Year enacted Provision

Average monthly wage (AMW)

1939 Computed using creditable earnings after 1936 and before year of death or retirement, divided by months after 1936 and before quarter of death or 

retirement, excluding months before age 22 in quarters not covered.

1950 Alternatively, computed using creditable earnings after 1950 (or year aged 21, if later) and before year of death, year of retirement, or subsequent year 

(or year age 65 attained if then insured), divided by number of months in those years.

1954 Earnings and months in 4 years may be excluded in all cases; 5 years if worker has 20 quarters of coverage. Period of disability may be excluded.

1956 Earnings and months in 5 years may be excluded in all cases. Computation period may end at age 62 for women then insured.

1960 Earnings may be used for any year after 1950 and before year of retirement but including year of death, with the number of years equal to the years 

elapsed after 1955 (or year age 26 attained) and before year of death or age 65 attained (62 for women).

Same method may be used for earnings after 1936 and years elapsed after 1941.

1972 Number of years for men reaching age 62 after 1972, measured to age 62 or to 1975, if later.

1977 For workers who attain age 62, become disabled, or die after 1978, excludes earnings in year of attainment of age 62 and later, computed using 

creditable earnings after 1936.

For workers who attain age 62 after 1978 and before 1984, excludes earnings in year of attainment of age 62 and later, computed using creditable 

earnings after 1950.

Average indexed monthly earnings (AIME)

1977 For workers who attain age 62, become disabled, or die after 1978, AIME is computed by using indexed earnings after 1950 for the same computation 

period applicable in calculating the AMW. Indexed earnings for a given year equal actual creditable earnings multiplied by the national average wage 

for the second year before worker attains age 62, becomes disabled, or dies, divided by the national average wage for the given year, except that for 

years after the second year before the worker attains age 62, becomes disabled, or dies, indexed earnings equal actual creditable earnings.

1980 For disabled workers, the number of years of earnings used equals the number of years elapsed after 1950 (or year age 21 attained, if later) and before 

year of disability, minus dropout years equal to one-fifth of the number of elapsed years rounded to the next lower integer (to a maximum of 5 dropout 

years). However, the number of years of earnings used is at least 2. Effective for initial entitlement after June 1980.

Disabled workers who receive less than 3 dropout years under the one-fifth rule may be credited with additional dropout years based on child care, up 

to a total of 3 dropout years. (To receive this credit, a worker must have had no earnings in that year and have been living with a child under age 3.) 

However, the number of years of earnings used is at least 2. Effective for July 1981.

1983 For workers who die after 1978 but before attaining age 62, indexed earnings for a given year equal actual creditable earnings, multiplied by the 

national average wage for the earlier of (1) the year in which the worker reached or would have reached age 60 or (2) the second year before the 

survivor becomes eligible for aged or disabled widow(er) benefits, and then divided by the national average wage for the given year. This computation 

method applies only if it results in a higher benefit. Effective for surviving spouses newly eligible after 1984.
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.13

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTES: Eligible workers are those who attained age 62, became disabled, or died in the given year.

. . . = not available.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A11—Formulas for computing PIA from AIME, cost-of-living adjustments, and minimum PIA for workers 

who were first eligible in 1979 or later, by year of first eligibility

Eligibility year

Calculation of PIA (based on percentage of AIME) a (dollars)

a. For workers who attained age 62 in the 1979–1983 period, the PIA cannot be less than that derived from the PIA table in effect in December 1978 (approximated by the PIA 

formula in Table 2.A16) based on provisions in effect before 1979 but excluding earnings after year aged 61 in computations of AMW and including any general benefit 

increase after year aged 61.

First applicable cost-of-living adjustment Minimum PIA

based on indexed

earnings (dollars)

90 percent

of the first

Plus 32 percent

of the next

Plus 15 percent

of the amount above

Effective

date

Percentage

increase

Enacted in 1977 b

b. The 1977 amendments provided for annual automatic adjustments of bend points (AIME brackets) in benefit formula in proportion to increases in average wage level. As a 

result, separate formulas are applicable to workers who were first eligible in successive calendar years. The legislation also froze the minimum PIA at $122.

1979 180 905 1,085 June 1979 9.9 c 122

c. Not subject to automatic adjustments until earlier of year of attainment of age 65 or year of first receipt of benefits.

1980 194 977 1,171 June 1980 14.3 c 122

Enacted in 1981

1981 211 1,063 1,274 June 1981 11.2 c 122

1982 230 1,158 1,388 June 1982 7.4 d

d. The minimum PIA was eliminated by 1981 legislation for workers who attain age 62 or die after 1981 (after 1991 for members of certain religious orders). August 1981 

legislation would have eliminated the minimum PIA effective March 1982 for workers who attained age 62 before November 1981 or who died (before attaining age 62) 

before March 1982; for all others, the minimum would have been eliminated effective November 1981. This legislation was superseded by December 1981 legislation that 

restored the minimum PIA for workers who attained age 62 or died (before attaining age 62) before 1982.

Enacted in 1983

1983 254 1,274 1,528 December 1983 3.5 d

1984 267 1,345 1,612 December 1984 3.5 d

1985 280 1,411 1,691 December 1985 3.1 d

1986 297 1,493 1,790 December 1986 1.3 d

1987 310 1,556 1,866 December 1987 4.2 d

1988 319 1,603 1,922 December 1988 4.0 d

1989 339 1,705 2,044 December 1989 4.7 d

1990 356 1,789 2,145 December 1990 5.4 d

1991 370 1,860 2,230 December 1991 3.7 d

1992 387 1,946 2,333 December 1992 3.0 d

1993 401 2,019 2,420 December 1993 2.6 d

1994 422 2,123 2,545 December 1994 2.8 d

1995 426 2,141 2,567 December 1995 2.6 d

1996 437 2,198 2,635 December 1996 2.9 d

1997 455 2,286 2,741 December 1997 2.1 d

1998 477 2,398 2,875 December 1998 1.3 d

1999 505 2,538 3,043 December 1999 e 2.5

e. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

d

2000 531 2,671 3,202 December 2000 3.5 d

2001 561 2,820 3,381 December 2001 2.6 d

2002 592 2,975 3,567 December 2002 1.4 d

2003 606 3,047 3,653 December 2003 . . . d
2.A OASDI: Benefit Computation and Automatic Adjustments

2.14 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A11.1—Computation of PIA based on Windfall Elimination Provision (WEP), by year enacted

Year effective Provision

Enacted in 1983

1986 Workers first eligible for pensions based on noncovered employment and disability or retired workers after December 31, 1985. a The benefit 

computation formula uses a reduced factor of the usual first AIME bend point.

a. Reduction in PIA will not be greater than one-half of the periodic payment based on noncovered employment performed after 1956.

Year

eligible

Factor

(percent)

1986 80

1987 70

1988 60

1989 50

1990 and later 40

WEP is not applicable to persons who were federal employees or nonprofit employees on January 1, 1984, and who were covered by Social Security 

on that date with no Civil Service Retirement System coverage; to persons with Railroad Retirement pensions; or to workers with 30 years of 

substantial Social Security earnings. Workers with 26–29 years of coverage have less than full WEP applied. b For benefits payable before

January 1989:

b. See Table 2.A12. Before 1991, a year of substantial coverage for WEP was the same amount as for the minimum PIA (25 percent of the “old law” contribution and benefit 

base). For 1991 and following, a year of substantial coverage under WEP provisions remains 25 percent of the old law base, while the criterion for computing the special 

minimum PIA was changed to 15 percent of the base.

Years of

coverage

Factor

(percent)

26 50

27 60

28 70

29 80

Enacted in 1988

1989 5 percent added to factor for each year of coverage over 20.

Years of

coverage

Factor

(percent)

21 45

22 50

23 55

24 60

25 65

26 70

27 75

28 80

29 85

1991 Earnings required for a year of substantial coverage (decoupled from the definition of a year of coverage for special minimum PIA). b

Year

Earnings

(dollars)

1991 9,900

1992 10,350

1993 10,725

1994 11,250

1995 11,325

1996 11,625

1997 12,150

1998 12,675

1999 13,425

2000 14,175

2001 14,925

2002 15,750

2003 16,125
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.15

Table 2.A12—Special minimum PIA (formula applies to years of coverage), by year enacted

Year enacted Number of years of coverage PIA computation

1972 For 1937–1950, the number (disregarding any remainder and not exceeding 14) 

obtained by dividing total creditable wages in 1937–1950 by $900

After 1950, the number of years with creditable earnings equal to at least 

25 percent of the effective annual maximum taxable earnings, that is: Effective date

Amount a per year

of coverage over

10 years (dollars)

Maximum amount a

for workers with

30 or more years

of coverage

(dollars)

Year Amount (dollars) January 1973 8.50 170.00

1951–1954 900

1955–1958 1,050

1959–1965 1,200

1966–1967 1,650

1968–1971 1,950

1972 2,250

1973 2,700

1974 3,300

1975 3,525

1976 3,825

1977 4,125

1978 4,425

1973 . . .

Effective date

Amount a per year

of coverage over

10 years (dollars)

Maximum amount a

for workers with

30 or more years

of coverage

(dollars)

March 1974 9.00 180.00

1977 b After 1978, the number of years with creditable earnings equal to at least 

25 percent of what the annual taxable maximum would have been if the statutory 

increases in the maximum under the 1977 amendments had not been enacted 

(the “old law” contribution and benefit base), that is: Effective date

Amount a per year

of coverage over

10 years (dollars)

Maximum amount a

for workers with 30

or more years of

coverage (dollars)

Year Amount (dollars) January 1979 11.50 230.00

June 1979 c 12.64 252.80

1979 4,725 June 1980 c 14.45 289.00

1980 5,100 June 1981 c 16.07 321.40

1981 5,500 June 1982 c 17.26 345.10

1982 6,075 December 1983 c 17.86 357.10

1983 6,675 December 1984 c 18.49 369.50

1984 7,050 December 1985 c 19.06 380.90

1985 7,425 December 1986 c 19.31 385.80

1986 7,875 December 1987 c 20.12 402.00

1987 8,175 December 1988 c 20.92 418.00

1988 8,400 December 1989 c 21.90 437.60

1989 8,925 December 1990 c 23.08 461.20

1990 9,525 December 1991 c 23.93 478.20

December 1992 c 24.65 492.50

December 1993 c 25.29 505.30

December 1994 c 26.00 519.40

December 1995 c 26.68 532.90

December 1996 c 27.45 548.30

December 1997 c 28.03 559.80

December 1998 c 28.39 567.00

December 1999 c,d 29.10 d 581.10

December 2000 c 30.12 601.40

December 2001 c 30.90 617.00

December 2002 c 31.33 625.60

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.16 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTES: Alternative PIA applicable when it exceeds the regularly computed PIA. The usual rates of actuarial reduction apply for retirement before the full retirement age. No 

delayed retirement credits are applicable to the benefit derived from the special minimum PIA. However, the resulting retirement benefit will be raised if necessary to equal the 

benefit derived from the regularly computed PIA plus any delayed retirement credits.

. . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

1990 After 1990, the number of years with creditable earnings equal to at least 15 

percent of what the annual taxable maximum would have been if the statutory 

increases in the maximum under the 1977 amendments had not been enacted 

(the “old law” contribution and benefit base), that is: e

. . .

Year Amount (dollars)

1991 5,940

1992 6,210

1993 6,435

1994 6,750

1995 6,795

1996 6,975

1997 7,290

1998 7,605

1999 8,055

2000 8,505

2001 8,955

2002 9,450

2003 9,675

a. The amount effective for a given month applies, as of that month, to all workers from the date of entitlement to benefits.

b. Provision for future automatic cost-of-living increases of amount per year of coverage (and maximum amount), beginning with the June 1979 increase.

c. Factors were obtained by applying cost-of-living increases to initial 1979 factor of $11.50 and rounding each one to nearest cent. An approximate PIA may be computed by 

multiplying factor in year of entitlement by the number of years of coverage in excess of 10 with a maximum of 20. Actual PIAs are published yearly in the Federal Register.

d. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

e. For 1991 and following, a year of substantial coverage under the Windfall Elimination Provision remains 25 percent of the old law base, while the criterion for the special 

minimum PIA was changed to 15 percent of the base.

Table 2.A12—Special minimum PIA (formula applies to years of coverage), by year enacted—Continued

Year enacted Number of years of coverage PIA computation
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.17

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTES: The 1977 amendments provided for annual automatic adjustments of bend points (PIA brackets) in the maximum family benefit formula in proportion to increases in 

the average wage level. As a result, separate formulas are applicable to workers first eligible in successive calendar years.

Eligible workers are those who attained age 62 or died in the given year.

. . . = not available.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A13—Formulas enacted in 1977 for computing maximum family benefit from PIA and cost-of-living 

adjustments for workers who were first eligible in 1979 or later, by year of first eligibility 

Eligibility year

Calculation of maximum family benefit (based on percentage of PIA) (dollars) First applicable cost-of-living adjustment

150 percent

of the first

Plus 272 percent

of the next

Plus 134 percent

of the next

Plus 175 percent

of the amount above

Effective

date

Percentage

increase

1979 230 102 101 433 June 1979 9.9

1980 248 110 109 467 June 1980 14.3

1981 270 120 118 508 June 1981 11.2

1982 294 131 129 554 June 1982 7.4

1983 324 144 142 610 December 1983 3.5

1984 342 151 150 643 December 1984 3.5

1985 358 159 158 675 December 1985 3.1

1986 379 169 166 714 December 1986 1.3

1987 396 175 174 745 December 1987 4.2

1988 407 181 179 767 December 1988 4.0

1989 433 193 190 816 December 1989 4.7

1990 455 201 200 856 December 1990 5.4

1991 473 209 208 890 December 1991 3.7

1992 495 219 217 931 December 1992 3.0

1993 513 227 226 966 December 1993 2.6

1994 539 240 237 1,016 December 1994 2.8

1995 544 241 239 1,024 December 1995 2.6

1996 559 247 246 1,052 December 1996 2.9

1997 581 258 255 1,094 December 1997 2.1

1998 609 271 267 1,147 December 1998 1.3

1999 645 286 283 1,214 December 1999 a 2.5

a. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were 

calculated and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the 

shortfall that occurred before August 2001.

2000 679 301 298 1,278 December 2000 3.5

2001 717 317 315 1,349 December 2001 2.6

2002 756 336 332 1,424 December 2002 1.4

2003 774 344 340 1,458 December 2003 . . .

Table 2.A14—Formulas for computing maximum family benefit and cost-of-living adjustments for workers first 

eligible for disability benefits in 1979 or later, by year of enactment 

Eligibility year Formula

Enacted in 1977 a

a. The 1977 amendments provided for annual automatic adjustments of bend points (PIA brackets) in maximum family benefit formula in proportion to increases in average 

wage level. As a result, separate formulas are applicable to workers first eligible in successive calendar years.

1979 b

b. Applicability of formula limited to workers with initial entitlement before July 1980, as a result of 1980 amendments.

150% of first $230 of PIA + 272% of next $102 of PIA + 134% of next $101 of PIA + 175% of PIA over $433 c

1980 b 150% of first 248 of PIA + 272% of next $110 of PIA + 134% of next 109 of PIA + 175% of PIA over 467 c

c. Calculated amount subject to cost-of-living adjustments beginning with the one effective for June of the year of first eligibility.

Enacted in 1980 d

d. Formula for computing maximum family benefit revised effective for workers with initial entitlement in or after July 1980. New formula remains unchanged for workers eligible 

in successive calendar years because it has no bend points requiring adjustments.

1979 or later Smaller of (1) 85% of the AIME (or 100% of PIA, if larger) and (2) 150% of PIA e

e. Calculated amount subject to cost-of-living adjustments beginning with the one effective in year of first eligibility (or in 1981, if later).
2.A OASDI: Benefit Computation and Automatic Adjustments

2.18 ♦ Annual Statistical Supplement, 2003

Table 2.A16—Formulas for computing primary insurance amount (PIA) from average monthly wage (AMW) based 

on earnings after 1950, and percentage increases in PIA

AMW (dollars) April 1952

September

1952

September

1954

January

1959

January

1965

February

1968

January

1970

January

1971

September

1972 June 1974

First 110 a 50.00 a 55.00 55.00 58.85 62.97 71.16 81.83 90.01 108.01 119.89

Next 290 b 15.00 b 15.00 c 20.00 21.40 22.90 25.88 29.76 32.74 39.29 43.61

Next 150 . . . . . . . . . . . . 21.40 24.18 27.81 30.59 36.71 40.75

Next 100 . . . . . . . . . . . . . . . 28.43 32.69 35.96 43.15 47.90

Next 100 . . . . . . . . . . . . . . . . . . . . . 20.00 24.00 26.64

Next 250 . . . . . . . . . . . . . . . . . . . . . . . . d 20.00 22.20

Next 175 . . . . . . . . . . . . . . . . . . . . . . . . . . . e 20.00

Percentage 

increase in PIA f

 77.0 g 12.5 h 13.0 i 7.0 j 7.0 13.0 15.0 10.0 20.0 k 11.0

(Continued)

Table 2.A16—Formulas for computing primary insurance amount (PIA) from average monthly wage (AMW) based 

on earnings after 1950, and percentage increases in PIA—Continued

AMW (dollars) June 1975 June 1976 June 1977 June 1978 June 1979 June 1980 June 1981 June 1982

December

1983

December

1984

First 110 129.48 137.77 145.90 155.38 170.76 195.18 217.04 233.10 241.26 249.70

Next 290 47.10 50.10 53.06 56.51 62.10 70.98 78.93 84.77 87.74 90.81

Next 150 44.01 46.82 49.58 52.81 58.04 66.34 73.77 79.23 82.00 84.87

Next 100 51.73 55.05 58.30 62.09 68.24 78.00 86.74 93.16 96.42 99.79

Next 100 28.77 30.61 32.42 34.53 37.95 43.38 48.24 51.81 53.62 55.50

Next 250 23.98 25.51 27.02 28.78 31.63 36.15 40.20 43.17 44.68 46.24

Next 175 21.60 22.98 24.34 25.92 28.49 32.56 36.21 38.89 40.25 41.66

Next 100 20.00 21.28 22.54 24.01 26.39 30.16 33.54 36.02 37.28 38.58

Next 100 . . . 20.00 21.18 22.56 24.79 28.33 31.50 33.83 35.01 36.24

Next 100 . . . . . . 20.00 21.30 23.41 26.76 29.76 31.96 33.08 34.24

Next 435 . . . . . . . . . 20.00 21.98 25.12 27.93 30.00 31.05 32.14

Next 250 . . . . . . . . . . . . 20.00 22.86 25.42 27.30 28.26 29.25

Next 315 . . . . . . . . . . . . . . . 20.00 22.24 23.89 24.73 25.60

Next 225 . . . . . . . . . . . . . . . . . . 20.00 21.48 22.23 23.01

Next 275 . . . . . . . . . . . . . . . . . . . . . 20.00 20.70 21.42

Next 175 . . . . . . . . . . . . . . . . . . . . . . . . 20.00 20.70

Next 150 . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00

Percentage

increase in PIA l

 8.0 6.4 5.9 6.5 9.9 14.3 11.2 7.4 3.5 3.5

(Continued)

Table 2.A16—Formulas for computing primary insurance amount (PIA) from average monthly wage (AMW) based 

on earnings after 1950, and percentage increases in PIA—Continued

AMW (dollars)

December

1985

December

1986

December

1987

December

1988

December

1989

December

1990

December

1991

December

1992

December

1993

December

1994

First 110 257.44 260.79 271.74 282.61 295.89 311.87 323.41 333.11 341.77 351.34

Next 290 93.62 94.84 98.82 102.77 107.60 113.42 117.62 121.15 124.30 127.78

Next 150 87.50 88.64 92.36 96.05 100.56 105.99 109.91 113.21 116.15 119.40

Next 100 102.88 104.22 108.60 112.94 118.25 124.64 129.25 133.13 136.59 140.41

Next 100 57.22 57.96 60.39 62.81 65.76 69.31 71.87 74.03 75.95 78.08

Next 250 47.67 48.29 50.32 52.33 54.79 57.75 59.89 61.69 63.29 65.06

Next 175 42.95 43.51 45.34 47.15 49.37 52.04 53.97 55.59 57.04 58.64

Next 100 39.78 40.30 41.99 43.67 45.72 48.19 49.97 51.47 52.81 54.29

Next 100 37.36 37.85 39.44 41.02 42.95 45.27 46.94 48.35 49.61 51.00

Next 100 35.30 35.76 37.26 38.75 40.57 42.76 44.34 45.67 46.86 48.17

Next 435 33.14 33.57 34.98 36.38 38.09 40.15 41.64 42.89 44.01 45.24

Next 250 30.16 30.55 31.83 33.10 34.66 36.53 37.88 39.02 40.03 41.15

Next 315 26.39 26.73 27.85 28.96 30.32 31.96 33.14 34.13 35.02 36.00

Next 225 23.72 24.03 25.04 26.04 27.26 28.73 29.79 30.68 31.48 32.36

Next 275 22.08 22.37 23.31 24.24 25.38 26.75 27.74 28.57 29.31 30.13

Next 175 21.34 21.62 22.53 23.43 24.53 25.85 26.81 27.61 28.33 29.12

Next 150 20.63 20.90 21.78 22.65 23.71 24.99 25.91 26.69 27.38 28.15

Next 200 20.00 20.26 21.11 21.95 22.98 24.22 25.12 25.87 26.54 27.28

Next 150 . . . 20.00 20.84 21.67 22.69 23.92 24.81 25.55 26.21 26.94

Next 100 . . . . . . 20.00 20.80 21.78 22.96 23.81 24.52 25.16 25.86

Next 250 . . . . . . . . . 20.00 20.94 22.07 22.89 23.58 24.19 24.87

Next 275 . . . . . . . . . . . . 20.00 21.08 21.86 22.52 23.11 23.76

Next 175 . . . . . . . . . . . . . . . 20.00 20.74 21.36 21.92 22.53

Next 175 . . . . . . . . . . . . . . . . . . 20.00 20.60 21.14 21.73

Next 175 . . . . . . . . . . . . . . . . . . . . . 20.00 20.52 21.73

Next 250 . . . . . . . . . . . . . . . . . . . . . . . . 20.00 21.09

Next 50 . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.56

Percentage

increase in PIA 3.1 1.3 4.2 4.0 4.7 5.4 3.7 3.0 2.6 2.8

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.19

AMW (dollars)

December

1995

December

1996

December

1997

December

1998

December

1999

December

2000

December

2001

December

2002

First 110 360.47 370.93 378.72 383.64 393.23 407.00 417.58 423.43

Next 290 131.10 134.90 137.73 139.52 143.01 148.02 151.87 153.99

Next 150 122.50 126.06 128.71 130.38 133.64 138.32 141.91 143.90

Next 100 144.06 148.24 151.35 153.32 157.15 162.65 166.88 169.22

Next 100 80.11 82.43 84.16 85.26 87.39 90.45 92.80 94.10

Next 250 66.75 68.69 70.13 71.04 72.82 75.37 77.33 78.41

Next 175 60.16 61.91 63.21 64.03 65.63 67.93 69.70 70.67

Next 100 55.70 57.32 58.52 59.28 60.77 62.89 64.53 65.43

Next 100 52.33 53.84 54.97 55.69 57.08 59.08 60.61 61.46

Next 100 49.42 50.86 51.93 52.60 53.92 55.81 57.26 58.06

Next 435 46.42 47.76 48.76 49.40 50.63 52.40 53.77 54.52

Next 250 42.22 43.44 44.35 44.93 46.05 47.66 48.90 49.59

Next 315 36.94 38.01 38.81 39.31 40.30 41.71 42.79 43.39

Next 225 33.20 34.16 34.88 35.33 36.21 37.48 38.46 38.99

Next 275 30.91 31.81 32.48 32.90 33.72 34.90 35.81 36.31

Next 175 29.88 30.74 31.39 31.79 32.59 33.73 34.61 35.09

Next 150 28.88 29.72 30.34 30.74 31.51 32.61 33.46 33.93

Next 200 27.99 28.80 29.40 29.79 30.53 31.60 32.42 32.88

Next 150 27.64 28.44 29.04 29.41 30.15 31.21 32.02 32.46

Next 100 26.53 27.30 27.87 28.24 28.94 29.95 30.73 31.16

Next 250 25.52 26.26 26.81 27.16 27.84 28.81 29.56 29.98

Next 275 24.38 25.08 25.61 25.94 26.59 27.52 28.23 28.63

Next 175 23.12 23.79 24.29 24.61 25.22 26.10 26.78 27.16

Next 175 22.29 22.94 23.42 23.73 24.32 25.17 25.82 26.19

Next 175 21.64 22.27 22.74 23.03 23.61 24.44 25.07 25.42

Next 250 21.09 21.71 22.17 22.45 23.02 23.82 24.44 24.78

Next 50 20.52 21.12 21.56 21.84 22.39 23.17 23.78 24.11

Next 125 20.00 20.58 21.01 21.29 21.82 22.58 23.17 23.49

Next 225 . . . 20.00 20.42 20.69 21.20 21.94 22.52 22.83

Next 250 . . . . . . 20.00 20.26 20.77 21.49 22.05 22.36

Next 350 . . . . . . . . . 20.00 20.50 21.22 21.77 22.07

Next 300 . . . . . . . . . . . . 20.00 20.70 21.24 21.54

Next 350 . . . . . . . . . . . . . . . 20.00 20.52 20.81

Next 375 . . . . . . . . . . . . . . . . . . 20.00 20.28

Next 175 . . . . . . . . . . . . . . . . . . . . . 20.00

Percentage

increase in PIA 2.6 2.9 2.1 1.3 m 2.5 3.5 2.6 1.4

a. Applied to first $100 of AMW.

b. Applied to next $200 of AMW.

c. Applied to next $190 before 1955 and to next $240 effective for January 1955.

d. Applied to next $150 effective for January 1973 and to next $350 effective for January 1974.

e. Applied to next $100 before January 1975.

f. Average increase in benefits of about 77 percent—from 100 percent at the lowest level to 50 percent at the highest level.

g. Increase of 12.5 percent or $5, if larger.

h. Average increase of about 13 percent, with minimum increase of $5.

i. Increase of 7 percent or $3, if larger.

j. Increase of 7 percent or $4, if larger.

k. Increase effective in two steps: 7 percent for March–May and 4 percent for June.

l. Beginning June 1975 all benefit increases are based on automatic cost-of-living adjustments.

m. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A16—Formulas for computing primary insurance amount (PIA) from average monthly wage (AMW) based 

on earnings after 1950, and percentage increases in PIA—Continued
2.A OASDI: Benefit Computation and Automatic Adjustments

2.20 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A17—Minimum primary insurance amount (PIA) and maximum family benefit for workers who attained age 

62, were first eligible for disabled-worker benefits, or died before 1979

Year enacted Effective date

Minimum PIA a

(dollars)

a. Based on earnings; subject to reduction if claimed before age 65.

Maximum family benefit 

Percentage of AMW Not less than—

1935 . . . 10.00 . . . . . .

1939 . . . . . . Lesser of 80%, $85, or 200% of PIA $20.00

1950 September 1950 20.00 80% of first $187.50 $40.00

1952 September 1952 25.00 80% of first $210.93 $45.00

1954 September 1954 30.00 80% of first $250 $50.00 or 150% of PIA

1958 January 1959 33.00 80% of first $317.50 $20.00 + PIA or 150% of PIA

1961 August 1961 40.00 . . . 150% of PIA

1965 January 1965 44.00 80% of first $370 + 40% of next $180 . . .

1967 February 1968 55.00 80% of first $436 + 40% of next $214 . . .

1969 January 1970 64.00 . . . . . .

1971 January 1971 70.40 88% of first $436 + 44% of next $191 b

b. For AMW of $628 or more, 175 percent of PIA.

. . .

1972 September 1972 84.50 105.6% of first $436 + 52.8% of next $191 b . . .

1973 c

c. Superseded by 1973 legislation.

June 1974 89.50 111.8% of first $436 + 55.9% of next $191 b . . .

1973 d

d. Beginning in 1975, minimum PIA and percentages in maximum family benefit formula are subject to automatic cost-of-living increases. (Superseded 1972 legislation for 

automatic increases beginning in 1974.)

March 1974 90.50 113.0% of first $436 + 56.5% of next $191 b . . .

June 1974 93.80 117.2% of first $436 + 58.6% of next $191 b . . .

June 1975 101.40 126.6% of first $436 + 63.3% of next $191 b . . .

June 1976 107.90 134.7% of first $436 + 67.3% of next $191 b . . .

June 1977 114.30 142.6% of first $436 + 71.3% of next $191 b . . .

June 1978 121.80 151.9% of first $436 + 76.0% of next $191 b . . .

June 1979 133.90 167.0% of first $436 + 83.5% of next $191 b . . .

June 1980 153.10 190.9% of first $436 + 95.4% of next $191 b . . .

June 1981 170.30 212.2% of first $436 + 106.1% of next $191 b . . .

1981 e

e. Superseded by 1981 legislation that restored the minimum PIA for these groups.

March 1982 f

f. Minimum PIA eliminated by 1981 legislation.

. . . . . .

1981 June 1982 182.90 227.9% of first $436 + 114.0% of next $191 b . . .

December 1983 189.30 235.9% of first $436 + 118.0% of next $191 b . . .

December 1984 195.90 244.2% of first $436 + 122.1% of next $191 b . . .

December 1985 201.90 251.8% of first $436 + 125.9% of next $191 b . . .

December 1986 204.50 255.1% of first $436 + 127.5% of next $191 b . . .

December 1987 213.00 265.8% of first $436 + 132.9% of next $191 b . . .

December 1988 221.50 276.4% of first $436 + 138.2% of next $191 b . . .

December 1989 231.90 289.4% of first $436 + 144.7% of next $191 b . . .

December 1990 244.40 305.0% of first $436 + 152.5% of next $191 b . . .

December 1991 253.40 316.3% of first $436 + 158.1% of next $191 b . . .

December 1992 261.00 325.8% of first $436 + 162.8% of next $191 b . . .

December 1993 267.70 334.3% of first $436 + 167.0% of next $191 b . . .

December 1994 275.10 343.7% of first $436 + 171.7% of next $191 b . . .

December 1995 282.20 352.6% of first $436 + 176.2% of next $191 b . . .

December 1996 290.30 362.8% of first $436 + 181.3% of next $191 b . . .

December 1997 296.30 370.4% of first $436 + 185.1% of next $191 b . . .

December 1998 300.10 375.2% of first $436 + 187.5% of next $191 b . . .

December 1999 g

g. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

307.60 384.6% of first $436 + 192.2% of next $191 b . . .

December 2000 318.30 398.1% of first $436 + 198.9% of next $191 b . . .

December 2001 326.50 408.5% of first $436 + 204.1% of next $191 b . . .

December 2002 331.00 414.2% of first $436 + 206.9% of next $191 b . . .
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.21

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A17.1—Full retirement age and maximum reduction of retired-worker benefits, by year of birth

Year of birth a

a. If birthday is January 1, refer to previous year.

Year of attainment

 of age 62

Year of attainment

of age 65 Full retirement age

Maximum

reduction months

Maximum reduction

at age 62 b

b. The monthly reduction factor is 0.0055556 for the first 36 months and 0.0041667 for additional months.

1935 1997 2000 65 years 36 0.2000000

1936 1998 2001 65 years 36 0.2000000

1937 1999 2002 65 years 36 0.2000000

1938 2000 2003 65 years and 2 months 38 0.2083333

1939 2001 2004 65 years and 4 months 40 0.2166667

1940 2002 2005 65 years and 6 months 42 0.2250000

1941 2003 2006 65 years and 8 months 44 0.2333333

1942 2004 2007 65 years and 10 months 46 0.2416667

1943–1954 2005–2016 2008–2019 66 years 48 0.2500000

1955 2017 2020 66 years and 2 months 50 0.2583333

1956 2018 2021 66 years and 4 months 52 0.2666667

1957 2019 2022 66 years and 6 months 54 0.2750000

1958 2020 2023 66 years and 8 months 56 0.2833333

1959 2021 2024 66 years and 10 months 58 0.2916667

1960 or later 2022 and later 2025 and later 67 years 60 0.3000000
2.A OASDI: Benefit Computation and Automatic Adjustments

2.22 ♦ Annual Statistical Supplement, 2003

Table 2.A18—Automatic adjustment provisions

Year enacted Provision

Quarter of coverage

1977 Mandatory annual determination, beginning in 1978, as to whether or not an adjustment is required in the amount of wages and self-employment 

earnings an individual needs in order to be credited with a quarter of coverage (QC) in the succeeding year. The amount required for a QC is the 

product of $250 (in effect in 1978) multiplied by the following quotient: the national average wage for the year before the year of determination, divided 

by the average wage for 1976 (see Table 2.A8 for average annual wages after 1950). The resulting product, rounded to the nearest multiple of $10, is 

the new amount required for a QC. In no case, however, is the new amount reduced below the amount in effect in the year of determination.

Maximum amount of taxable and creditable earnings

1972 The 1972 Act (as modified by the 1973 legislation) mandated a determination in 1974, and in every subsequent year in which a cost-of-living benefit 

increase is established, as to whether or not an adjustment is required in the maximum amount of annual earnings that will be taxed and credited 

toward benefits.

The determination in the years after 1975 is made by multiplying the “maximum” in effect in the year of determination by the following quotient: the 

national average wage for the year before the year of determination, divided by the average wage for the year before the most recent year in which an 

automatic determination was made that resulted in an increase or in which an increase in the maximum was enacted. (See Table 2.A8 for annual 

amounts of the average wage after 1950). The resulting product, rounded to the nearest multiple of $300, is the new maximum amount of taxable and 

creditable earnings, effective with respect to remuneration paid after the year of determination and with respect to taxable years beginning after that 

year. In no case, however, is the maximum reduced to an amount below the maximum in the year of determination.

1976 In the 1974 and 1975 determinations, the quotient was the average wage for the year of determination, estimated from data for the first calendar 

quarter, divided by the corresponding amount for the year before the year of determination. Public Law 94-202 (signed January 2, 1976) revised the 

adjustment method by increasing by a year the lag in average wages used in the computation. Thus, for example, the 1976 determination was based 

on the percentage increase in the average wage from 1974 to 1975.

1977 Statutory in lieu of automatic increases in the maximum instituted for 1979, 1980, and 1981. Also, for purposes of establishing a “year of coverage” 

used in the computation of the special minimum PIA, annual maximum taxable and creditable earnings after 1978 are the amounts that would have 

been determined under the automatic adjustment provisions if the statutory increases in the maximum under the 1977 Act had not been enacted (see 

Table 2.A12).

1989 Automatic increases in the maximum for 1990, 1991, and 1992 determined under a transitional rule, specified by the Omnibus Budget Reconciliation 

Act of 1989, for computing “deemed” average annual wage for 1988, 1989, and 1990. The purpose of the legislation was to include contributions to 

certain “deferred compensation” plans, most importantly section 401(k) pension plans, in the average annual average wage.

1994 The determination for years after 1994 is made by multiplying $60,600, the “maximum” for 1994, by the following quotient: the national average wage 

index for the year before the year in which the determination is made, divided by the national average wage index for 1992. (See Table 2.A8 for annual 

amounts of the national average wage index.) The resulting product, rounded to the nearest $300, is the new maximum amount of taxable and 

creditable earnings, effective with respect to remuneration paid in (and taxable years beginning in) the year following the year the determination is 

made. In no case, however, is the new maximum reduced to an amount below the maximum in the year of determination.

Benefits

Computation

1977 New benefit computation method based on average indexed monthly earnings (AIME) after 1950, effective for workers first eligible after 1978. 

Provision for automatic adjustment of the dollar amounts, or bend points, defining (1) the AIME brackets in the PIA formula (see Table 2.A11) and (2) 

the PIA brackets in the maximum family benefit formula (see Table 2.A13). New bend points are established by multiplying the bend points in effect in 

1979—$180 and $1,085 for the PIA formula and $230, $332, and $433 for the maximum family benefit formula—by the following quotient: the national 

average wage for the second year before the year for which the determination was made, divided by the average wage for 1977 (see Table 2.A8 for 

average annual wages after 1950). The resulting products, rounded to the nearest dollar, are the new bend points.

1980 Modified maximum family benefit formula applicable to workers with initial entitlement to disability benefits in or after July 1980 (see Table 2.A14). New 

formula for disabled workers has no bend points subject to automatic adjustment.

Cost-of-living increase

1972 Under the original provisions (based on 1972 and 1973 legislation), the arithmetical mean of the consumer price index (CPI) for January, February, and 

March in the year of determination was compared with the arithmetical mean of the CPI for the later of (a) January, February, and March of the year in 

which the last effective cost-of-living increase was established or (b) the 3 months of the calendar quarter in which the effective month of the last 

general benefit increase occurred. (Before the introduction, in 1977, of the alternative CPI series for “all urban consumers,” or the CPI-U, the CPI-W 

was referred to as the CPI.) If the percentage increase in the CPI, rounded to the nearest one-tenth of 1 percent, was at least 3.0 (the triggering 

requirement), a cost-of-living benefit increase was established and the level of benefits was increased by the same percentage, effective for June of the 

year in which the determination was made.

1983 The 1983 Act moved the effective date for a cost-of-living benefit increase from June to December, beginning in 1983, and eliminated the “triggering 

requirement” for the 1983 increase only. Effective with the determination made in 1984, the two periods used in calculating the CPI-W percentage 

increase were shifted from the first to the third quarter.

The 1983 Act also introduced an alternative method for determining the size of a cost-of-living adjustment. This method, called the stabilizer provision, 

is applied when the ratio of the combined OASDI trust fund assets to estimated outgo falls below a certain percentage. The “triggering” percentage is 

15 percent for 1985–1988 and 20 percent for years after 1988. Under these circumstances, the cost-of-living adjustment is based on the lesser of the 

CPI-W percentage increase determined above or the increase in average wages. The latter increase is the percentage, rounded to the nearest onetenth of 1 percent by which the national average wage for the year before the year of determination exceeds the average wage for the year before the 

most recent year in which either a cost-of-living increase or a general benefit increase occurred. (See Table 2.A8 for the annual amount of the average 

wage after 1950 and footnote a in that table for the underlying data sources.)

The 1983 legislation also included a provision for making up any benefit increases that are based on a lower wage increase rather than on the increase 

in the cost of living. When the fund ratio is greater than 32 percent, additional increases will be provided so that benefits are increased to the level at 

which they would have been if all increases had been based on the CPI-W. (See Table 2.A19 for the cumulative effect of statutory and automatic 

increases in benefits.)

1986 Triggering requirement eliminated for cost-of-living increases in and after 1986 by P.L. 99-509 (signed October 21, 1986).

2001 The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The 

underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. 

Pursuant to P.L. 106-554, benefits were calculated and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected 

beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.23

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Earnings test

1972 The 1972 Act (as modified by the 1973 Acts) mandated a determination in 1974, and in every subsequent year in which a cost-of-living increase is 

established, as to whether or not an adjustment in the exempt amount—the amount of earnings permitted without reduction in benefits—is required.

The determination in the years after 1975 is made by multiplying the monthly exempt amount in effect in the year of determination by the following 

quotient: the national average wage for the year before the year of determination, divided by the average wage for the year before the most recent 

year in which an automatic determination was made that resulted in an increase or in which an increase in the exempt amount was enacted. (See 

Table 2.A8 for annual amounts of the average wage after 1950.) The resulting product, rounded to the nearest multiple of $10, is the new monthly 

exempt amount, effective with respect to remuneration paid after the year of determination and with respect to taxable year beginning after that year. In 

no case, however, is the new exempt amount reduced below the exempt amount in the year of determination. The new annual exempt amount is 

determined by multiplying the new monthly amount by 12.

1976 In the 1974 and 1975 determinations, the quotient was the average wage for the year of determination, estimated from data for the first calendar 

quarter, divided by the corresponding amount for the year before the year of determination. Public Law 94-202 (signed January 2, 1976) revised the 

adjustment method by increasing by a year the lag in average wages used in the computation. Thus, for example, the 1976 determination was based 

on the percentage increase in the average wage from 1974 to 1975.

1994 The determination for years after 1994 is made by multiplying the monthly exempt amounts in effect for 1994 ($930 for beneficiaries who have, $670 for 

beneficiaries who have not yet, reached "full retirement age”; see footnote f in Table 2.A29) by the following quotient: the national average wage for the 

year before the year in which the determination is made, divided by the national average wage for 1992. (See Table 2.A8 for annual amounts of the 

national average wage.) The resulting products, rounded to the nearest $10, are the new monthly exempt amounts effective for the year following the 

year the determination is made. The new annual exempt amounts are determined by multiplying the new monthly amounts by 12.

1996 Public Law 104-121, enacted March 29, 1996, suspended the automatic indexing of the exempt amounts through the year 2002 for workers aged 65–

69. It legislated ad hoc increases in the annual exempt amounts to $12,500 in 1996; $13,500 in 1997; $14,500 in 1998; $15,500 in 1999; $17,000 in 

2000; $25,000 in 2001; and $30,000 in 2002. Thereafter, the exempt amounts will increase automatically based on the annual increase in the national 

average wage as under the 1994 legislation.

2000 Public Law 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The 

annual earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 

withholding rate). In determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of 

attainment of FRA will be considered. Public Law 106-182 did not change the annual exempt amount for beneficiaries who are under FRA throughout 

the year, which continues to be pegged to increases in the average wage.

Table 2.A18—Automatic adjustment provisions—Continued

Year enacted Provision
2.A OASDI: Benefit Computation and Automatic Adjustments

2.24 ♦ Annual Statistical Supplement, 2003

Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using 

a 100 dollar base benefit

Base date

August

1950

September 1950September 1952September 1954January 1959January 1965February 1968January 1970January 1971September 1972June

1974

June

1975

June

1976

August 1950 100 177 199 225 241 258 291 335 368 442 491 530 564

September 1950 . . . 100 113 127 136 146 164 189 208 250 277 299 318

September 1952 . . . . . . 100 113 121 129 146 168 185 222 246 266 283

September 1954 . . . . . . . . . 100 107 114 129 149 164 196 218 235 250

January 1959 . . . . . . . . . . . . 100 107 121 139 153 184 204 220 234

January 1965 . . . . . . . . . . . . . . . 100 113 130 143 172 190 206 219

February 1968 . . . . . . . . . . . . . . . . . . 100 115 127 152 168 182 194

January 1970 . . . . . . . . . . . . . . . . . . . . . 100 110 132 147 158 168

January 1971 . . . . . . . . . . . . . . . . . . . . . . . . 100 120 133 144 153

September 1972 . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 111 120 128

June 1974 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 108 115

June 1975 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 106

June 1976 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cost-of-living

adjustment . . . 77.0 12.5 13.0 7.0 7.0 13.0 15.0 10.0 20.0 11.0 8.0 6.4

(Continued)

Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using 

a 100 dollar base benefit—Continued

Base date

June

1977

June

1978

June

1979

June

1980

June

1981

June

1982

December 1983December 1984December 1985December 1986December 1987December 1988December 1989

August 1950 597 636 699 799 888 954 987 1,022 1,053 1,067 1,112 1,156 1,211

September 1950 337 359 395 451 502 539 558 577 595 603 628 653 684

September 1952 300 319 351 401 446 479 496 513 529 536 558 581 608

September 1954 265 283 310 355 395 424 439 454 468 474 494 514 538

January 1959 248 264 290 332 369 396 410 424 437 443 462 480 503

January 1965 232 247 271 310 345 370 383 397 409 414 432 449 470

February 1968 205 218 240 274 305 328 339 351 362 367 382 397 416

January 1970 178 190 209 239 265 285 295 305 315 319 332 345 362

January 1971 162 173 190 217 241 259 268 277 286 290 302 314 329

September 1972 135 144 158 181 201 216 223 231 238 241 252 262 274

June 1974 122 130 142 163 181 194 201 208 215 218 227 236 247

June 1975 113 120 132 151 168 180 186 193 199 201 210 218 229

June 1976 106 113 124 142 158 169 175 181 187 189 197 205 215

June 1977 100 107 117 134 149 160 165 171 176 179 186 194 203

June 1978 . . . 100 110 126 140 150 155 161 166 168 175 182 190

June 1979 . . . . . . 100 114 127 137 141 146 151 153 159 166 173

June 1980 . . . . . . . . . 100 111 119 124 128 132 134 139 145 152

June 1981 . . . . . . . . . . . . 100 107 111 115 119 120 125 130 136

June 1982 . . . . . . . . . . . . . . . 100 104 107 110 112 117 121 127

December 1983 . . . . . . . . . . . . . . . . . . 100 104 107 108 113 117 123

December 1984 . . . . . . . . . . . . . . . . . . . . . 100 103 104 109 113 118

December 1985 . . . . . . . . . . . . . . . . . . . . . . . . 100 101 106 110 115

December 1986 . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 108 113

December 1987 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 109

December 1988 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 105

December 1989 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cost-of-living

adjustment 5.9 6.5 9.9 14.3 11.2 7.4 3.5 3.5 3.1 1.3 4.2 4.0 4.7

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2003 ♦ 2.25

Base date

December 1990December 1991December 1992December 1993December 1994December 1995December 1996December 1997December 1998December 1999December 2000December 2001December 2002

August 1950 1,276 1,323 1,363 1,398 1,437 1,475 1,518 1,549 1,570 1,609 1,665 1,708 1,732

September 1950 721 748 770 790 812 833 857 875 887 909 941 965 979

September 1952 641 665 684 702 722 741 762 778 788 808 836 858 870

September 1954 567 588 606 621 639 655 674 689 698 715 740 759 770

January 1959 530 550 566 581 597 613 630 644 652 668 692 710 720

January 1965 495 514 529 543 558 573 589 601 609 625 646 663 672

February 1968 438 455 468 480 494 507 521 532 539 553 572 587 595

January 1970 381 395 407 418 429 441 453 463 469 481 497 510 517

January 1971 347 359 370 380 390 401 412 421 426 437 452 464 470

September 1972 289 299 308 316 325 334 343 351 355 364 377 387 392

June 1974 260 270 278 285 293 301 309 316 320 328 339 348 353

June 1975 241 250 257 264 271 278 286 292 296 304 314 323 327

June 1976 226 235 242 248 255 262 269 275 278 285 295 303 307

June 1977 214 222 228 234 241 247 254 260 263 270 279 286 290

June 1978 201 208 214 220 226 232 239 244 247 253 262 269 273

June 1979 183 189 195 200 206 211 217 222 225 230 238 245 248

June 1980 160 166 171 175 180 185 190 194 197 201 209 214 217

June 1981 144 149 153 157 162 166 171 174 177 181 188 192 195

June 1982 134 139 143 147 151 155 159 162 165 169 175 179 182

December 1983 129 134 138 142 146 149 154 157 159 163 169 173 176

December 1984 125 130 133 137 141 144 149 152 154 157 163 167 170

December 1985 121 126 129 133 136 140 144 147 149 153 158 162 164

December 1986 120 124 128 131 135 138 142 145 147 151 156 160 162

December 1987 115 119 123 126 129 133 137 139 141 145 150 154 156

December 1988 110 114 118 121 124 128 131 134 136 139 144 148 150

December 1989 105 109 113 116 119 122 125 128 130 133 138 141 143

December 1990 100 104 107 110 113 116 119 121 123 126 131 134 136

December 1991 . . . 100 103 106 109 111 115 117 119 122 126 129 131

December 1992 . . . . . . 100 103 105 108 111 114 115 118 122 125 127

December 1993 . . . . . . . . . 100 103 105 109 111 112 115 119 122 124

December 1994 . . . . . . . . . . . . 100 103 106 108 109 112 116 119 121

December 1995 . . . . . . . . . . . . . . . 100 103 105 106 109 113 116 117

December 1996 . . . . . . . . . . . . . . . . . . 100 102 103 106 110 113 114

December 1997 . . . . . . . . . . . . . . . . . . . . . 100 101 104 107 110 112

December 1998 . . . . . . . . . . . . . . . . . . . . . . . . 100 103 106 109 110

December 1999 . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 106 108

December 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 103 104

December 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 101

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cost-of-living

adjustment 5.4 3.7 3.0 2.6 2.8 2.6 2.9 2.1 1.3 a 2.5 3.5 2.6 1.4

a. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTES: Growth reflects cost-of-living adjustments only. Data are rounded to the nearest dollar.

. . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using 

a 100 dollar base benefit—Continued
2.A OASDI: Benefit Types and Levels

2.26 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A20—Monthly benefits for retired and disabled workers

Year enacted Age

Percentage

of PIA Condition or qualification

Retired worker

1935 65 or older 100 Fully insured. Amount based on cumulative wages.

1939 . . . . . . Amount based on PIA.

1956 Women: 62–64 . . . Reduced 5/9 of 1% for each month under age 65.

1961 Men: 62–64 . . . Reduced 5/9 of 1% for each month under age 65.

1972 . . . . . . Increased 1/12 of 1% for each month between ages 65 and 72 for which no benefits received after 1970 (PIA based 

on AMW only). Applicable only to worker whose benefit has not been actuarially reduced.

1977 . . . . . . Increased 1/4 of 1% for each month after 1981 and between ages 65 and 72 in which no benefits received. 

Requirement for nonreceipt of actuarially reduced benefit removed.

1983 65 and 2 months–67 . . . Beginning in year 2000, the age at which 100% of PIA is payable will be gradually increased, as follows:

Applicable PIA payable at age— Applicable to workers who attain age 62 in—

65 and 2 months 2000

65 and 4 months 2001

65 and 6 months 2002

65 and 8 months 2003

65 and 10 months 2004

66 2005–2016

66 and 2 months 2017

66 and 4 months 2018

66 and 6 months 2019

66 and 8 months 2020

66 and 10 months 2021

67 2022 and later

 62–66 . . . Reduced 5/9 of 1% for each of the first 36 months of receipt of benefits immediately preceding the age at which 

100% of PIA is payable, plus 5/12 of 1% for each of up to 24 earlier months of benefit receipt.

. . . . . . Increased by the following percentage for each month between the age at which 100% of PIA is payable and age 70 

in which no benefits are received:

Age 62 in years— Rate of increase Annual rate (percent)

1987–1988 7/24 of 1% 3.5

1989–1990 1/3 of 1% 4

1991–1992 9/24 of 1% 4.5

1993–1994 10/24 of 1% 5

1995–1996 11/24 of 1% 5.5 

1997–1998 1/2 of 1% 6

1999–2000 13/24 of 1% 6.5

2001–2002 14/24 of 1% 7

2003–2004 15/24 of 1% 7.5 

2005 and later 2/3 of 1% 8

. . . . . . No further increases for months of nonreceipt of benefits after age 70, effective 1984.

. . . . . . Partial offset for receipt of pension based on noncovered employment, phased in over a 5-year period beginning in 

1986 for individuals first eligible for Social Security and noncovered pension after 1985 (see Table 2.A11).

Disabled worker

1956 50–64 . . . Disability insured. Waiting period of 6 calendar months. Reduced by amount of workers' compensation.

1958 . . . . . . Reduction for workers' compensation eliminated.

1960 Under 50 . . . . . .

1965 . . . . . . Reduced if benefits plus workers' compensation exceed 80% of the higher of AMW or high-5 year average taxable 

earnings in covered employment. Adjusted periodically for rises in wage levels.

1967 . . . . . . Reduced if benefits plus workers' compensation exceed 80% of the higher of AMW or high 5-year average earnings 

in covered employment, regardless of taxable limit.

1972 . . . . . . Reduced if benefits plus workers' compensation exceed 80% of the highest of (a) AMW, (b) high 5-year average 

earnings or (c) highest annual earnings in the period consisting of year of disability onset and 5 preceding years in 

covered employment.

. . . . . . Waiting period reduced to 5 full calendar months.

1983 . . . . . . Partial offset for receipt of pension based on noncovered employment phased in over a 5-year period beginning in 

1986 for individuals first eligible for Social Security and noncovered pension after 1985.
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.27

. . .

Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers

Year enacted Age

Percentage

of PIA Condition or qualification

Wife

1939 65 or older 50 Fully insured. 

1956 62–64 . . . Reduced 25/36 of 1% for each month under age 65.

1967 . . . . . . Maximum $105.

1969 . . . . . . Maximum eliminated.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 50% of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1% for each of the first 36 months under the age at which 50% of PIA is payable, plus 5/12 of 1% 

for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Divorced wife

1965 65 or older . . . Fully insured. Dependent. Married 20 years. Not counted toward family maximum.

62–64 . . . Reduced 25/36 of 1% for each month under age 65.

1967 . . . . . . Maximum $105.

1969 . . . . . . Maximum eliminated.

1972 . . . . . . Dependency requirement eliminated.

1977 . . . . . . Married 10 years.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 and 

married 20 years.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Can be independently entitled to benefits if divorced for 2 years or more (after marriage of 10 or more years) and 

worker could be entitled to benefits if he applied. Effective with benefits for months after December 1984.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 50% of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1% for each of the first 36 months under the age at which 50% of PIA is payable, plus 5/12 of 1% 

for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Wife (mother)

1950 Under 65 . . . Fully insured. Caring for eligible child.

1965 . . . . . . Eligible child excludes student aged 18–21.

1967 . . . . . . Maximum $105.

1969 . . . . . . Maximum eliminated.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Child

1939 Under 18 . . . Fully insured.a

1965 18–21 . . . Full-time student.

1972 . . . . . . Benefits extended to end of quarter or semester in which 22nd birthday occurs while undergraduate student.

. . . . . . Includes grandchild under certain circumstances.

1981 18–22 . . . Student benefits eliminated (to be phased out gradually for those entitled before May 1982), except for elementary 

or secondary school students under age 19.

1996 . . . . . . Stepchildren must be dependent on worker.

Disabled child

1956 18 or older . . . Fully insured.a Disabled before age 18.

1972 . . . . . . Disabled before age 22.

. . . . . . Includes grandchild under certain circumstances.

(Continued)
2.A OASDI: Benefit Types and Levels

2.28 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. 

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Husband

1950 65 or older 50 Fully and currently insured. Dependent.

1961 62–64 . . . Reduced 25/36 of 1% for each month under age 65.

1967 . . . . . . Currently insured requirement eliminated. Maximum $105.

1969 . . . . . . Maximum eliminated.

1977 . . . . . . Dependency requirement eliminated.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 and 

dependent.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 50% of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1% for each of the first 36 months under the age at which 50% of PIA is payable, plus 5/12 of 1% 

for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Divorced husband

1977 b 65 or older . . . Fully insured. Married 10 years. Not counted toward family maximum.

62–64 . . . Reduced 25/36 of 1% for each month under age 65.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset).

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible after June 1983.

. . . . . . Can be independently entitled to benefits if divorced for 2 years or more (after marriage of 10 or more years) and 

worker could be entitled to benefits if she applied. Effective with benefits for months after December 1984.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 50% of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1% for each of the first 36 months under the age at which 50% of PIA is payable, plus 5/12 of 1% 

for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Husband (father)

1978 c Under 65 . . . Fully insured. Caring for eligible child. Reduced by full amount of pension payable based on own earnings in 

noncovered governmental employment (noncovered pension offset).

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

a. Under 1939 Act, generally not available to child of married female worker. Under 1950 Act, available if female worker is fully and currently insured. Currently insured 

requirement eliminated by 1967 Act.

b. Northern District of California District Court decision in Oliver v. Califano, June 24, 1977. Statutory change enacted in 1983.

c. Eastern District of Pennsylvania District Court decision in Cooper v. Califano, December 29, 1978. Statutory change enacted in 1983.

Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers—Continued

Year enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.29

Table 2.A22—Monthly benefits for survivors of deceased workers

Year enacted Age

Percentage

of PIA Condition or qualification

Widow

1939 65 or older 75 Fully insured.

1956 62–64 . . . . . .

1961 . . . 82.5 . . .

1965 60–61 . . . Reduced 5/9 of 1% for each month under age 62.

1972 65 or older 100 Limited, if husband retired before age 65, to amount husband would be receiving if still living, but not less than 

82 1/2% of PIA.

60–64 . . . Reduced 19/40 of 1% each month under age 65. In addition, for a widow aged 62–64 whose husband retired 

before age 65 limited to amount he would be receiving if still living, but not less than 82 1/2% of PIA.

1977 . . . . . . Increased by any delayed retirement credit husband would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 100% of PIA is payable will be gradually increased, as follows:

Applicable PIA payable at age— Applicable to widows who attain age 60 in—

65 and 2 months 2000

65 and 4 months 2001

65 and 6 months 2002

65 and 8 months 2003

65 and 10 months 2004

66 2005–2016

66 and 2 months 2017

66 and 4 months 2018

66 and 6 months 2019

66 and 8 months 2020

66 and 10 months 2021

67 2022 and later

60–66 . . . The percent of reduction for each month depends on the age at which 100% of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2% at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Disabled widow

1967 50–59 82.5 Fully insured. Reduced 13 1/3%, plus 43/198 of 1% for each month under age 60. Includes divorced wife, 

dependent and married 20 years.

1972 . . . 100 Reduced 28 1/2%, plus 43/240 of 1% for each month under age 60.

1977 . . . . . . Increased by any delayed retirement credit husband would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Surviving divorced wife

1965 60 or older 82.5 Fully insured. Dependent. Married 20 years. Not counted toward family maximum. Reduced 5/9 of 1% for 

each month under age 62.

1972 65 or older 100 Limited, if former husband retired before age 65, to amount he would be receiving if still living, but not less 

than 82 1/2% of PIA.

60–64 . . . Reduced 19/40 of 1% for each month under age 65. In addition, for widow aged 62–64 whose former 

husband retired before age 65, limited to amount he would be receiving if still living, but not less than 82 1/2% 

of PIA.

1977 . . . . . . Dependency requirement eliminated.

. . . . . . Increased by any delayed retirement increment former husband would be receiving.

. . . . . . Married 10 years.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 

and married 20 years.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 100% of PIA is payable will be gradually increased (see Widow).

60–66 . . . The percent of reduction for each month depends on the age at which 100% of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2% at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

(Continued)
2.A OASDI: Benefit Types and Levels

2.30 ♦ Annual Statistical Supplement, 2003

Disabled surviving divorced wife

1967 50–59 82.5 Fully insured. Dependent. Married 20 years. Not counted toward family maximum. Reduced 13 1/3%, plus 

43/198 of 1% for each month under age 62.

1972 . . . 100 Reduced 28 1/2%, plus 43/240 of 1% for each month under age 60.

. . . . . . Dependency requirement eliminated.

1977 . . . . . . Increased by any delayed retirement increment husband (or former husband) would be receiving.

. . . . . . Married 10 years.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 

and married 20 years.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Widowed mother

1939 Under 65 75 Fully or currently insured. Caring for eligible child.

1965 . . . . . . Eligible child excludes student over age 18.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Surviving divorced mother

1950 Under 65 75 Fully or currently insured. Caring for eligible child. Dependent. Not counted toward family maximum.

1965 . . . . . . Eligible child excludes student over age 18.

1972 . . . . . . Dependency requirement eliminated.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Child

1939 Under 18 50 Fully or currently insured.a Student aged 16–17.

1946 . . . . . . Student requirement eliminated.

1950 . . . . . . Plus 25% of PIA divided among the children.

1960 . . . 75 Additional 25% of PIA eliminated.

1965 . . . . . . Full-time student.

1972 . . . . . . Benefits extended to end of quarter or semester in which 22nd birthday occurs while undergraduate student.

. . . . . . Includes grandchild under certain circumstances.

1981 18–22 . . . Student category eliminated (to be phased out gradually for those entitled before May 1982), except for 

elementary or secondary school students under age 19.

1996 . . . . . . Stepchildren must be dependent on worker.

Disabled child

1956 18 or older 50 Fully or currently insured.a Disabled before age 18. Plus 25% of PIA divided among the children.

1960 . . . 75 Additional 25% of PIA eliminated.

1972 . . . . . . Disabled before age 22.

. . . . . . Includes grandchild under certain circumstances.

Parent

1939 65 or older 50 Fully insured. Dependent. No surviving widow or child under age 18.

1946 . . . . . . No surviving eligible widow or child.

1950 . . . 75 . . .

1956 62–64 . . . Women.

1958 . . . . . . No-other-survivor requirement eliminated.

1961 62 or older 82.5 75% each if two parents.

(Continued)

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.31

Widower

1950 65 or older 75 Fully and currently insured. Dependent.

1961 62 or older 82.5 . . .

1967 . . . . . . Currently insured requirement eliminated.

1972 65 or older 100 Limited, if wife retired before age 65, to amount wife would be receiving if still living, but not less than 82 1/2% 

of PIA.

60–64 . . . Reduced 19/40 of 1% for each month under age 65. In addition, for a widower aged 62–64 whose wife retired 

before age 65, limited to amount she would be receiving if still living, but not less than 82 1/2% of PIA.

1977 . . . . . . Dependency requirement eliminated.

. . . . . . Increased by any delayed retirement increment wife would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982, 

dependent, and not remarried before age 60.

1983

. . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 100% of PIA is payable will be gradually increased (see Widow).

60–66 . . . The percent of reduction for each month depends on the age at which 100% of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2% at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Disabled widower

1967 50–61 82.5 Fully insured. Dependent. Reduced 5/9 of 1% per month between ages 60–62, plus 43/198 of 1% for each 

month under age 60.

1972 50–59 100 Reduced 28 1/2%, plus 43/240 of 1% for each month under age 60. Disability requirement eliminated for 

ages 60–61.

. . . . . . Dependency requirement eliminated.

1977 . . . . . . Increased by any delayed retirement increment wife would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982, 

dependent, and not remarried before age 60.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Surviving divorced husband

1980 b 65 or older 100 Fully insured. Married 10 years. Increased by any delayed retirement credit former wife would be receiving. 

Limited, if former wife retired before age 65, to amount she would be receiving if still living, but not less than 

82 1/2% of PIA. Not counted toward family maximum. Reduced by full amount of pension payable based on 

own earnings in noncovered governmental employment (noncovered pension offset).

60–64 . . . Reduced 19/40 of 1% for each month under age 65. In addition, for a widower aged 62–64 whose wife retired 

before age 65, limited to amount she would be receiving if still living, but not less than 82 1/2% of PIA.

1983

. . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in year 2000, the age at which 100% of PIA is payable will be gradually increased (see Widow).

60–66 . . . The percent of reduction for each month depends on the age at which 100% of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2% at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Disabled surviving divorced husband

1980 b 50–59 100 Fully insured. Married 10 years. Increased by any delayed retirement credit former wife would be receiving. 

Reduced 28 1/2%, plus 43/240 of 1% for each month under age 60. Not counted toward family maximum. 

Reduced by full amount of pension payable based on own earnings in noncovered employment (noncovered 

pension offset).

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Widowed father

1975 c Under 65 75 Fully or currently insured. Caring for eligible child under age 18.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset to two-thirds of such pension.

(Continued)

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

2.32 ♦ Annual Statistical Supplement, 2003

Surviving divorced father

1979 d Under 65 75 Fully or currently insured. Caring for eligible child under age 18. Reduced by full amount of pension payable 

based on own earnings in noncovered governmental employment (noncovered pension offset).

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983

. . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

a. Under 1939 Act, generally not available to child of married female worker. Under 1950 Act, available if female worker is fully and currently insured; currently insured 

requirement eliminated by 1967 Act.

b. Oregon District Court decision in Ambrose v. Harris, July 17, 1980. Statutory change enacted in 1983.

c. Supreme Court decision in Weinberger v. Wiesenfeld, March 19, 1975. Statutory change enacted in 1983.

d. Western District Court decision in Yates v. Califano, January 28, 1979. Statutory change enacted in 1983.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.33

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A23—Monthly benefits for transitionally insured workers and their spouses and surviving spouses, 

aged 72 before 1969

Type of benefit Effective date Amount

Enacted in 1965

Worker September 1965 $35.00

October 1966 Same as benefit for individual receiving special age-72 benefits (see Table 2.A24)

Wife September 1963 One-half of worker’s benefit

Widow September 1963 Same as worker's benefit

Enacted in 1983

Husband May 1983 One-half of worker’s benefit

Widower May 1983 Same as worker's benefit
2.A OASDI: Benefit Types and Levels

2.34 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162. 

Table 2.A24—Monthly benefits for individuals and couples insured for special age-72 (Prouty) benefits 

Year enacted Age

Amount a (dollars) 

a. Monthly benefit reduced by amount of any government pension excluding workers' compensation benefits and veterans' compensation for service-connected disability or 

death. Not available for persons receiving assistance.

Effective date Individual Couple

1966 October 1966 72 35.00 52.50

1967 February 1968 . . . 40.00 60.00

1969 January 1970 . . . 46.00 69.00

1971 January 1971 . . . 48.30 72.50

1972 b

b. Provision for future automatic cost-of-living adjustments.

September 1972 . . . 58.00 87.00

1973 c

c. Suspended by 1973 legislation. 

June–December 1974 . . . 61.50 92.30

1973 d

d. Beginning June 1975, subject to automatic cost-of-living adjustments. Benefits no longer available to persons receiving payments under Supplemental Security Income 

program.

March 1974 . . . 62.10 93.20

June 1974 . . . 64.40 96.60

June 1975 . . . 69.50 104.40

June 1976 . . . 74.10 111.20

June 1977 . . . 78.50 117.80

June 1978 . . . 83.70 125.60

June 1979 . . . 92.00 138.10

June 1980 . . . 105.20 157.90

June 1981 . . . 117.00 175.70

June 1982 . . . 125.60 188.60

1983 e

e. Separate rate for couples eliminated. Rate for individuals applied to all beneficiaries.

December 1983 . . . 129.90 . . .

December 1984 . . . 134.40 . . .

December 1985 . . . 138.50 . . .

December 1986 . . . 140.30 . . .

December 1987 . . . 146.10 . . .

December 1988 . . . 151.90 . . .

December 1989 . . . 159.00 . . .

1990 December 1990 72 before 1972 f

f. Effective for applications after November 5, 1990.

167.50 . . .

December 1991 . . . 173.60 . . .

December 1992 . . . 178.80 . . .

December 1993 . . . 183.40 . . .

December 1994 . . . 188.50 . . .

December 1995 . . . 193.40 . . .

December 1996 . . . 199.00 . . .

December 1997 . . . 203.10 . . .

December 1998 . . . 205.70 . . .

December 1999 g

g. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

. . . 210.80 . . .

December 2000 . . . 218.10 . . .

December 2001 . . . 223.70 . . .

December 2002 . . . 226.80 . . .
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.35

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A25—Lump-sum benefits and vocational rehabilitation services, by type of benefit

Year enacted Provision

Lump-sum refund

1935 Persons not insured at age 65 eligible for lump-sum refund equal to 3.5 percent of cumulative wage credits.

1939 Lump-sum refund eliminated.

Lump-sum death payment

1935 Under age 65: 3.5 percent of cumulative wage credits. Aged 65 or older and fully insured: 3.5 percent of cumulative wage credits, less monthly benefits 

received.

1939 Fully and currently insured: 6 times PIA if no survivor eligible for monthly benefits.

1950 3 times PIA for all deaths.

1954 3 times PIA with maximum of $255.

1981 Payable only to a widow or widower who was living with the worker at time of the death or to a widow, widower, or children eligible for monthly benefits. 

Amount of lump sum fixed at $255.

Vocational rehabilitation services

1965 Available to selected disabled individuals. Costs of services payable from OASDI trust funds to state vocational rehabilitation agencies. 

Reimbursement in any year may not exceed 1 percent of the total amount of OASDI disability benefits disbursed in the prior year.

1972 Maximum annual reimbursement increased to 1.25 percent for fiscal year ending June 30, 1973, and 1.50 percent thereafter.

1981 Reimbursement from trust funds for cost of rehabilitation services made if the services result in the disabled individual's return to work (performance of 

substantial gainful activity for 9 consecutive months).

1999 Enhancements including expanded beneficiary choice of service providers and extended health care for beneficiaries who return to work.
2.A OASDI: Benefit Types and Levels

2.36 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A26—Monthly benefit amount for selected beneficiary families with first eligibility in 2002, by average 

indexed monthly earnings for stipulated yearly wage levels, effective December 2002 (in dollars)

Beneficiary family

Federal

minimum wage a

a. Annual earnings are calculated by multiplying the federal minimum wage by 2,080 hours (see Table 3.B3). Increases in the minimum wage during the year are prorated.

75% of

average wage

Average

 wage b

b. See Table 2.A8.

150% of

average wage

Maximum

taxable earnings c

c. See Table 2.A9.

Retired-worker families d

d. Assumes the worker began to work at age 22, retired at age 62 in 2002 with maximum reduction, and had no prior period of disability.

Average indexed monthly earnings 1,257.00 2,011.00 2,681.00 3,928.00 5,499.00

Primary insurance amount 756.00 1,000.60 1,218.00 1,560.40 1,799.40

Maximum family benefit 1,134.00 1,786.30 2,224.90 2,731.50 3,149.70

Monthly benefit amount for retired worker claiming benefits at age 62

Worker alone 585.00 775.00 943.00 1,209.00 1,394.00

Worker with spouse claiming benefits at—

Age 65 or older 963.00 1,275.00 1,552.00 1,989.00 2,293.00

Age 62 859.00 1,137.00 1,384.00 1,774.00 2,046.00

Survivor families e

e. Assumes the deceased worker began to work at age 22, died in 2002 at age 40, had no earnings in that year, and had no prior period of disability.

Average indexed monthly earnings 1,027.00 2,013.00 2,684.00 4,026.00 6,534.00

Primary insurance amount 681.40 1,001.30 1,219.00 1,575.30 1,956.80

Maximum family benefit 1,022.10 1,788.20 2,226.20 2,757.60 3,425.10

Monthly benefit amount for survivor of worker deceased at age 40

1 surviving child 511.00 750.00 914.00 1,181.00 1,467.00

Widowed mother or father and 1 child 1,022.00 1,500.00 1,828.00 2,362.00 2,934.00

Widowed mother or father and 2 children 1,020.00 1,788.00 2,226.00 2,757.00 3,423.00

Disabled-worker families f

f. Assumes the worker began to work at age 22, became disabled at age 50 in 2002, had no earnings in that year, and had no prior period of disability.

Average indexed monthly earnings 1,163.00 2,011.00 2,682.00 4,023.00 6,321.00

Primary insurance amount 725.50 1,000.60 1,218.40 1,574.90 1,924.40

Maximum family benefit g

g. The 1980 Amendments to the Social Security Act provide for a different family maximum amount in disability cases. For disabled workers entitled after June 1980, the 

maximum is the smaller of (1) 85 percent of the worker’s AIME (or 100 percent of the PIA, if larger) or (2) 150 percent of the PIA.

1,002.30 1,500.90 1,827.60 2,362.40 2,886.60

Monthly benefit amount for disabled worker age 50

Worker alone 725.00 1,000.00 1,218.00 1,574.00 1,924.00

Worker, spouse, and 1 child 1,001.00 1,500.00 1,826.00 2,360.00 2,886.00
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.37

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTES: Benefit first available at age 62 to female workers effective November 1956 and to male workers effective August 1961. 

 . . . = not applicable. 

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A27—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 62, by year they attained age 62, 1957–2003 (in dollars)

Year a

a. Assumes the worker began to work at age 22, retired at the beginning of the year, had no prior disability, and received the maximum reduction. Through 1999 the assumed 

reduction was 36 months at 5/9 of 1 percent per month or 20 percent. In 2001, with the increase in the full retirement age to 65 and 2 months, the reduction increased to 

20.008333 percent (see Table 2.A20). In 2002 the full retirement age increased to 65 and 4 months for a maximum reduction to 21.666667 percent. In 2002 the full 

retirement age increased to 65 and 6 months for a maximum reduction of 22.5 percent. In 2003 the full retirement age increased to 65 and 8 months for a maximum 

reduction of 23.333333 percent.

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2002 b

b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1.

At retirement Effective December 2002 b

Men Women Men Women

1957 24.00 311.80 . . . 86.80 . . . 768.60

1958 24.00 311.80 . . . 86.80 . . . 768.60

1959 26.40 311.80 . . . 92.80 . . . 768.00

1960 26.40 310.40 . . . 95.20 . . . 788.40

1961 26.40 308.70 . . . 96.00 . . . 794.10

1962 32.00 307.80 93.60 96.80 774.50 801.10

1963 32.00 306.20 94.40 97.60 779.80 806.40

1964 32.00 306.20 95.20 98.40 784.80 811.70

1965 35.20 305.80 102.80 105.40 789.10 809.90

1966 35.20 303.20 102.80 106.20 786.40 812.80

1967 35.20 301.40 105.40 108.80 804.00 829.30

1968 c

 44.00

c. Effective February 1968.

297.50 c 121.00 c 124.80 808.00 834.40

1969 44.00 294.60 124.80 128.40 825.50 849.60

1970 51.20 290.40 146.80 151.90 833.40 862.20

1971 56.40 286.50 163.60 170.50 832.20 867.90

1972 56.40 282.50 167.10 172.90 838.80 867.90

1973 67.60 278.60 207.60 212.90 854.50 877.20

1974 67.60 274.10 217.00 219.70 880.90 891.30

1975 75.10 270.50 253.10 253.10 911.90 911.90

1976 81.20 267.30 285.60 285.60 941.60 941.60

1977 86.40 265.30 319.40 319.40 983.00 983.00

1978 91.50 264.10 354.60 354.60 1,028.10 1,028.10

1979 97.60 265.20 d 388.90

d. Derived from transitional guarantee computation based on 1978 PIA table.

d 388.90 1,058.90 1,058.90

1980 97.60 241.00 d 402.80 d 402.80 997.80 997.80

1981 97.60 210.50 432.00 432.00 935.90 935.90

1982 e

e. Minimum PIA eliminated by 1981 legislation for workers who attain age 62 in 1982 or later. (The minimum is retained until 1991 for members of religious orders who were 

under a vow of poverty, provided that the order had elected Social Security coverage before December 29, 1981.)

e 474.60 474.60 924.90 924.90

1983 e e 526.40 526.40 954.80 954.80

1984 e e 559.40 559.40 980.50 980.50

1985 e e 591.30 591.30 1,001.80 1,001.80

1986 e e 630.50 630.50 1,036.00 1,036.00

1987 e e 662.10 662.10 1,074.00 1,074.00

1988 e e 686.70 686.70 1,069.10 1,069.10

1989 e e 734.00 734.00 1,098.70 1,098.70

1990 e e 774.60 774.60 1,107.60 1,107.60

1991 e e 810.00 810.00 1,098.90 1,098.90

1992 e e 854.10 854.10 1,117.70 1,117.70

1993 e e 893.60 893.60 1,135.40 1,135.40

1994 e e 948.00 948.00 1,174.00 1,174.00

1995 e e 965.90 965.90 1,163.70 1,163.70

1996 e e 999.90 999.90 1,174.20 1,174.20

1997 e e 1,049.10 1,049.10 1,197.40 1,197.40

1998 e e 1,109.60 1,109.60 1,240.50 1,240.50

1999 e e 1,183.60 1,183.60 f

 1,306.10

f. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent, based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated 

and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that 

occurred before August 2001.

f

 1,306.10

2000 e e 1,241.70 1,241.70 1,336.90 1,336.90

2001 e e 1,307.30 1,307.30 1,359.90 1,359.90

2002 e e 1,375.30 1,375.30 1,394.50 1,394.50

2003 e e 1,404.30 1,404.30 . . . . . .
2.A OASDI: Benefit Types and Levels

2.38 ♦ Annual Statistical Supplement, 2003

Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 65, by year they attained age 65, 1940–2003 (in dollars)

Year a

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2002 b

At retirement Effective December 2002 b

Men Women Men Women

1940 10.00 330.70 41.20 41.20 641.30 641.30

1941 10.00 330.70 41.60 41.60 641.30 641.30

1942 10.00 330.70 42.00 42.00 648.90 648.90

1943 10.00 330.70 42.40 42.40 648.90 648.90

1944 10.00 330.70 42.80 42.80 648.90 655.90

1945 10.00 330.70 43.20 43.20 655.90 655.90

1946 10.00 330.70 43.60 43.60 663.80 663.80

1947 10.00 330.70 44.00 44.00 670.00 670.00

1948 10.00 330.70 44.40 44.40 670.00 670.00

1949 10.00 330.70 44.80 44.80 676.80 676.80

1950 10.00 330.70 45.20 45.20 685.20 685.20

1951 20.00 330.70 68.50 68.50 685.20 685.20

1952 20.00 330.70 68.50 68.50 685.20 685.20

1953 25.00 330.70 85.00 85.00 757.00 757.00

1954 25.00 330.70 85.00 85.00 757.00 757.00

1955 30.00 330.70 98.50 98.50 757.00 757.00

1956 30.00 330.70 103.50 103.50 799.80 799.80

1957 30.00 330.70 108.50 108.50 835.90 835.90

1958 30.00 330.70 108.50 108.50 835.90 835.90

1959 33.00 330.70 116.00 116.00 835.90 835.90

1960 33.00 330.70 119.00 119.00 856.90 856.90

1961 33.00 330.70 120.00 120.00 863.70 863.70

1962 40.00 330.70 121.00 123.00 871.60 886.40

1963 40.00 330.70 122.00 125.00 878.50 899.70

1964 40.00 330.70 123.00 127.00 886.40 914.70

1965 44.00 330.70 131.70 135.90 886.40 914.70

1966 44.00 330.70 132.70 135.90 892.90 914.70

1967 44.00 330.70 135.90 140.00 914.70 941.80

1968 c

 55.00 330.70 c 156.00 c 161.60 928.50 961.90

1969 55.00 330.70 160.50 167.30 955.70 995.80

1970 64.00 330.70 189.80 196.40 982.40 1,017.40

1971 70.40 330.70 213.10 220.40 1,002.50 1,036.10

1972 70.40 330.70 216.10 224.70 1,017.40 1,057.10

1973 84.50 330.70 266.10 276.40 1,043.30 1,083.80

1974 84.50 330.70 274.60 284.90 1,076.10 1,117.00

1975 93.80 330.70 316.30 333.70 1,117.00 1,178.40

1976 101.40 330.70 364.00 378.80 1,189.40 1,237.90

1977 107.90 330.70 412.70 422.40 1,267.80 1,297.20

1978 114.30 330.70 459.80 459.80 1,333.70 1,333.70

1979 121.80 330.70 503.40 503.40 1,370.80 1,370.80

1980 133.90 330.70 572.00 572.00 1,417.30 1,417.30

1981 153.10 330.70 677.00 677.00 1,467.60 1,467.60

1982 d 170.30 330.70 d 679.30 d 679.30 1,323.60 1,323.60

1983 d 166.40 300.90 709.50 709.50 1,287.60 1,287.60

1984 d 150.50 262.50 703.60 703.60 1,233.50 1,233.50

1985 e e 717.20 717.20 1,215.20 1,215.20

1986 e e 760.10 760.10 1,249.10 1,249.10

1987 e e 789.20 789.20 1,280.50 1,280.50

1988 e e 838.60 838.60 1,305.90 1,305.90

1989 e e 899.60 899.60 1,346.80 1,346.80

(Continued)
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2003 ♦ 2.39

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

1990 e e 975.00 975.00 1,394.50 1,394.50

1991 e e 1,022.90 1,022.90 1,388.10 1,388.10

1992 e e 1,088.70 1,088.70 1,424.80 1,424.80

1993 e e 1,128.80 1,128.80 1,434.30 1,434.30

1994 e e 1,147.50 1,147.50 1,421.10 1,421.10

1995 e e 1,199.10 1,199.10 1,444.60 1,444.60

1996 e e 1,248.90 1,248.90 1,466.60 1,466.60

1997 e e 1,326.60 1,326.60 1,514.20 1,514.20

1998 e e 1,342.80 1,342.80 1,501.10 1,501.10

1999 e e 1,373.10 1,373.10 f

 1,515.30 f 1,515.30

2000 e ef 1,435.30 1,435.30 f

 1,545.40 f 1,545.40

2001 e ef 1,538.20 f

 1,538.20 f 1,600.10 f 1,600.10

2002 e ef 1,660.50 f

 1,660.50 f 1,683.70 f 1,683.70

2003 g e eg 1,721.70 g 1,721.70 . . . . . .

a. Assumes the worker began to work at age 22, retired at the beginning of the year, had no earnings after retirement, and had no prior period of disability. 

b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1.

c. Effective for February 1968.

d. Derived from transitional guarantee computation based on 1978 PIA table.

e. Minimum PIA eliminated by 1981 legislation for workers who attain age 62 in 1982 or later. (The minimum is retained until 1991 for members of religious orders who are 

under a vow of poverty, provided that the order had elected Social Security coverage before December 29, 1981.)

f. The December 1999 cost-of-living adjustment (COLA) was originally determined to be 2.4 percent based on the consumer price index (CPI). The underlying CPI was later 

recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were 

calculated and paid in August 2001 and later as if the December 1999 COLA had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the 

shortfall that occurred before August 2001.

g. Effective for workers retiring at age 65 in 2003, the age at which one can receive an unreduced benefit—the full retirement age (FRA)—has been raised from 65 to 65 and 2 

months. Workers retiring at age 65 receive a benefit of $1,721.70. Those entitled at age 65 and 2 months receive a benefit of $1,741.10. See Table 2.A17.1 for reduction 

factors.

Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 65, by year they attained age 65, 1940–2003 (in dollars)—Continued

Year a

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2002 b

At retirement Effective December 2002 b

Men Women Men Women
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

2.40 ♦ Annual Statistical Supplement, 2003

Table 2.A29—Earnings (retirement) test, by year enacted

Year

enacted

Effective

year

Beneficiaries

exempt

Earnings 

subject

to test

Amount permitted without 

reduction in benefits

(exempt amount)

Reduction in monthly benefit a

Annual

earnings

(dollars)

Monthly

wages b

(dollars)

For all beneficiaries

1935 . . . . . . Covered . . . . . . Full monthly benefit

1939 1940 . . . . . . . . . 14.99 . . .

1950 1951 Aged 75 or older . . . c

 600 50.00 . . .

1952 1953 . . . . . . c 900 75.00 . . .

1954 1955 Aged 72 or older All d 1,200 80.00 One month's full benefit for each $80.00 or fraction thereof

1956 1958 Disabled . . . . . . . . . . . .

1958 1959 . . . . . . . . . 100.00 . . .

1960 1961 . . . . . . . . . . . . $1 for each $2 of earnings from $1,201–$1,500

$1 for each $1 of earnings above $1,500

1961 1962 . . . . . . . . . . . . $1 for each $2 of earnings from $1,201–$1,700

$1 for each $1 of earnings above $1,700

1965 1966 . . . . . . 1,500 125.00 $1 for each $2 of earnings from $1,501–$2,700

$1 for each $1 of earnings above $2,700

1967 1968 . . . . . . 1,680 140.00 $1 for each $2 of earnings from $1,681–$2,880

$1 for each $1 of earnings above $2,880

1972 1973 . . . Up to age 72 2,100 175.00 $1 for each $2 of earnings above $2,100

1973 1974 . . . . . . 2,400 200.00 $1 for each $2 of earnings above $2,400

1975 e 2,520 e 210.00 $1 for each $2 of earnings above $2,520

1976 e 2,760 e 230.00 $1 for each $2 of earnings above $2,760

1977 e 3,000 e 250.00 $1 for each $2 of earnings above $3,000

For beneficiaries who have not reached full retirement age f

1977 1978 . . . . . . e 3,240 e 270.00 $1 for each $2 of earnings above $3,240

1979 e 3,480 e 290.00 $1 for each $2 of earnings above $3,480

1980 e 3,720 e 310.00 $1 for each $2 of earnings above $3,720

1981 e 4,080 e 340.00 $1 for each $2 of earnings above $4,080

1982 e 4,440 e 370.00 $1 for each $2 of earnings above $4,440

1983 e 4,920 e 410.00 $1 for each $2 of earnings above $4,920

1984 e 5,160 e 430.00 $1 for each $2 of earnings above $5,160

1985 e 5,400 e 450.00 $1 for each $2 of earnings above $5,400

1986 e 5,760 e 480.00 $1 for each $2 of earnings above $5,760

1987 e 6,000 e 500.00 $1 for each $2 of earnings above $6,000

1988 e 6,120 e 510.00 $1 for each $2 of earnings above $6,120

1989 e 6,480 e 540.00 $1 for each $2 of earnings above $6,480

1990 e 6,840 e 570.00 $1 for each $2 of earnings above $6,840

1991 e 7,080 e 590.00 $1 for each $2 of earnings above $7,080

1992 e 7,440 e 620.00 $1 for each $2 of earnings above $7,440

1993 e 7,680 e 640.00 $1 for each $2 of earnings above $7,680

1994 e 8,040 e 670.00 $1 for each $2 of earnings above $8,040

1995 e 8,160 e 680.00 $1 for each $2 of earnings above $8,160

1996 e 8,280 e 690.00 $1 for each $2 of earnings above $8,280

1997 e 8,640 e 720.00 $1 for each $2 of earnings above $8,640

1998 e 9,120 e 760.00 $1 for each $2 of earnings above $9,120

1999 e 9,600 e 800.00 $1 for each $2 of earnings above $9,600

For beneficiaries who have reached full retirement age f

1977 1978 . . . . . . g 4,000 g 333.33 $1 for each $2 of earnings above $4,000

1979 g 4,500 g 375.00 $1 for each $2 of earnings above $4,500

1980 g 5,000 g 416.66 $1 for each $2 of earnings above $5,000

1981 g 5,500 g 458.33 $1 for each $2 of earnings above $5,500

1982 g 6,000 g 500.00 $1 for each $2 of earnings above $6,000

1981 1983 Aged 70 or older Up to age 70 . . . . . . . . .

1983 e 6,600 e 550.00 $1 for each $2 of earnings above $6,600

1984 e 6,960 e 580.00 $1 for each $2 of earnings above $6,960

1985 e 7,320 e 610.00 $1 for each $2 of earnings above $7,320

1986 e 7,800 e 650.00 $1 for each $2 of earnings above $7,800

1987 e 8,160 e 680.00 $1 for each $2 of earnings above $8,160

1988 e 8,400 e 700.00 $1 for each $2 of earnings above $8,400

1989 e 8,880 e 740.00 $1 for each $2 of earnings above $8,880

1983 1990 . . . . . . . . . . . . $1 for each $3 of earnings above exempt amount

1990 e 9,360 e 780.00 $1 for each $3 of earnings above $9,360

1991 e 9,720 e 810.00 $1 for each $3 of earnings above $9,720

1992 e 10,200 e 850.00 $1 for each $3 of earnings above $10,200

1993 e 10,560 e 880.00 $1 for each $3 of earnings above $10,560

1994 e 11,160 e 930.00 $1 for each $3 of earnings above $11,160

1995 e 11,280 e 940.00 $1 for each $3 of earnings above $11,280

1996 1996 . . . . . . 12,500 h 1,041.67 $1 for each $3 of earnings above $12,500

1997 13,500 1,125.00 $1 for each $3 of earnings above $13,500

1998 14,500 i

 1,208.33 $1 for each $3 of earnings above $14,500

1999 15,500 j

 1,291.67 $1 for each $3 of earnings above $15,500

(Continued)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Annual Statistical Supplement, 2003 ♦ 2.41

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

For beneficiaries who have reached full retirement age f

 (cont.)

2000 2000 . . . EARNINGS 

TEST 

ELIMINATED k

 . . . . . . . . .

For beneficiaries who will not reach full retirement age during year f

2000 2000 . . . . . . e 10,080 e 840 $1 for each $2 of earnings above $10,080

2001 e 10,680 e 890 $1 for each $2 of earnings above $10,680

2002 e 11,280 e 940 $1 for each $2 of earnings above $11,280

2003 e 11,520 960 $1 for each $2 of earnings above $11,520

For beneficiaries who will reach full retirement age during year f

2000 2000 . . . . . . 17,000 l 1,416.67 $1 for each $3 of earnings above $17,000

2001 25,000 m 2,083.33 $1 for each $3 of earnings above $25,000

2002 30,000 2,500.00 $1 for each $3 of earnings above $30,000

2003 30,720 2,560.00 $1 for each $3 of earnings above $30,720

a. Earnings of retired-worker beneficiary affect total monthly family benefit. Earnings of dependent or survivor beneficiary affect only his or her benefit. However, effective 

January 1985, earnings of retired-worker beneficiary do not affect benefit to divorced spouse who has been divorced at least 2 years. Effective for benefits after December 

1990, the 2-year requirement is waived, if the worker was entitled to benefits before the divorce.

b. Monthly test for self-employment income is defined in terms of substantial services. For taxable years beginning after December 31, 1977, monthly test eliminated for both 

wage and self-employment income except that each individual may use monthly test for 1 grace year, usually the year of retirement.

c. Applied to self-employment income only.

d. Special provisions for earnings in noncovered employment outside the United States.

e. Became effective due to automatic adjustment provisions mandated by 1972 and 1973 legislation.

f. Full retirement age is 65 for beneficiaries who attain age 62 (age 60 for widow(er)s) before 2000, gradually increasing to age 67 for beneficiaries who attain age 62 in 2022 

or later.

g. Discretionary increase included in 1977 legislation.

h. Actual amount is $1,041.66 2/3.

i. Actual amount is $1,208.33 1/3.

j. Actual amount is $1,291.66 2/3.

k. Public Law 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The annual earnings test 

that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 withholding rate). In determining annual 

earnings for purposes of the annual earnings test under this legislation, only earnings before the month of attainment of FRA will be considered. Public Law 106-182 did not 

change the annual exempt amount for beneficiaries who are under FRA throughout the year, which continues to be pegged to increases in the average wage.

l. Actual amount is $1,416.66 2/3.

m. Actual amount is $2,083.33 1/3.

Table 2.A29—Earnings (retirement) test, by year enacted—Continued

Year

enacted

Effective

year

Beneficiaries

exempt

Earnings 

subject

to test

Amount permitted without 

reduction in benefits

(exempt amount)

Reduction in monthly benefit a

Annual

earnings

(dollars)

Monthly

wages b

(dollars)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

2.42 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, “Cost-of-Living Increase and Other Determinations for 2003,” Federal Register, vol. 67, no. 207 (October 25, 2002).

NOTES: Earnings are net of any wage subsidies and impairment–related expenses.

SGA guidelines for self-employed individuals differ from the guidelines for wage earners.

Self-employment activity is generally examined in terms of time spent and degree of effort, as compared with that of nondisabled self-employed individuals.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A30—Monthly earnings guidelines for substantial gainful activity, 1961–2003 (in dollars)

Nonblind beneficiaries a

a. Earnings above the maximum amount ordinarily demonstrate SGA; earnings below the minimum amount show that SGA has not occurred. When earnings are between the 

minimum and maximum, other factors are considered.

Year Minimum Maximum Blind beneficiaries b

b. The 1977 amendments provided that, effective 1978, earnings of blind beneficiaries would be evaluated under different SGA guidelines than nonblind beneficiaries.

1961–1965 50 100 c c

c. Pre-1978 guidelines are the same as those applicable to nonblind beneficiaries.

1966–June 1968 75 125 c

July 1968–1973 90 140 c

1974–1975 130 200 c

1976 150 230 c

1977 160 240 c

1978 170 260 334

1979 180 280 375

1980 190 300 417

1981 190 300 459

1982 190 300 500

1983–1989 190 300 d

d. Annual amounts were determined by automatic adjustments linked to increases in average wage level. The amounts equal the monthly exempt amounts under the earnings 

test applicable to beneficiaries who have reached full retirement age (see Table 2.A29 for the 1983–1995 amounts).

1990 300 500 780

1991 300 500 810

1992 300 500 850

1993 300 500 880

1994 300 500 930

1995 300 500 940

1996 300 500 960

1997 300 500 1,000

1998 300 500 1,050

January–June 1999 300 500 1,110

July 1999 300 700 1,110

January 2000 300 700 1,170

January 2001 300 740 1,240

January 2002 300 780 1,300

January 2003 300 e 800

e. Computed as follows: Nonblind SGA amount for 2000, multiplied by the ratio of the 2001 national average wage index to the 1998 index. Rounding is to the nearest multiple 

of $10. (Had this computation produced a lower SGA level than the 2002 level, the 2002 level would have been used.)

f

 1,330

f. Computed as follows: Blind SGA amount for 1994, multiplied by the ratio of the 2001 national average wage index to the 1992 index. Rounding is to the nearest multiple of 

$10. (Had this computation produced a lower SGA level than the 2002 level, the 2002 level would have been used.)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Annual Statistical Supplement, 2003 ♦ 2.43

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Taxation of Social 

Security benefits is governed by the Internal Revenue Service Code. IRS describes the rules governing taxation of Social Security benefits in IRS publication 915, available at 

http://www.irs.gov/pub/irs-pdf/p915.pdf.

NOTES: Income is defined as modified adjusted gross income, plus 50 percent of Social Security and Tier 1 Railroad Retirement benefits. Modified adjusted gross income is 

adjusted gross income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with further modification of adjusted gross 

income in some cases involving certain tax provisions of limited applicability among the beneficiary population.

Social Security and Tier 1 Railroad Retirement benefits include workers’ compensation benefits to the extent they cause a reduction in Social Security or Tier 1 Railroad 

Retirement disability benefits.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A31—Taxation of Social Security benefits

Year enacted

 Individuals or couples with 

income exceeding 

(dollars)— Benefits included in gross income

 Effective for

taxable years—

Married filing jointly

1983 32,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of 

income over 32,000

Ending after

December 31, 1983

1993 32,000 but not 44,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of 

income over 32,000

Beginning after

December 31, 1993

44,000 Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or the sum of 

6,000 plus 85 percent of income over 44,000

Beginning after

December 31, 1993

Married filing separate returns a

a. Includes only married taxpayers filing separately who lived with their spouse at any time during the tax year; married individuals filing separately who did not live with their 

spouse are treated the same as unmarried individuals.

1983 0 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of 

income

Ending after

December 31, 1983

1993 0 Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or 85 percent

of income

Beginning after

December 31, 1993

Individuals in all other filing categories

1983 25,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of 

income over 25,000

Ending after

December 31, 1983

1993 25,000 but not 34,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of 

income over 25,000

Beginning after

December 31, 1993

34,000 Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or 85 percent

of income over 34,000

Beginning after

December 31, 1993
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

2.44 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Taxation of Social 

Security benefits is governed by the Internal Revenue Service Code. IRS describes the rules governing taxation of Social Security benefits in IRS publication 915, available at 

http://www.irs.gov/pub/irs-pdf/p915.pdf.

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A32—Taxation of Social Security benefits: Examples (in dollars)

Modified 

adjusted 

gross 

income a

a. Adjusted gross income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with further modification of adjusted gross 

income in some cases involving certain tax provisions of limited applicability among the beneficiary population.

 Amount of

benefits b One-half of

benefits b

b. Social Security and Tier 1 Railroad Retirement benefits, including workers' compensation benefits to the extent they cause a reduction in either of these two types of 

benefits.

 Income

to be

 compared

with base

amount

 Relevant

base

amount c

c. For married couples filing joint returns, up to 50 percent of benefits are subject to income tax if gross income is over $32,000 but less than $44,000. If gross income is less 

than $32,000, none of the Social Security benefits will be taxable. If gross income exceeds $44,000, up to 85 percent of Social Security benefits will be taxable income. 

Similar lower and upper level thresholds or “base amounts” for single individuals are $25,000 and $34,000. There is no similar threshold or base amount for married 

individuals who live together but file separate returns (for example, up to 85 percent of Social Security benefits in those cases may be considered taxable income).

 Income in

excess of

base

amount

 One-half

of excess

 85 percent

of excess

income

 Lower of

one-half

of benefits,

or one-half

of income

between

upper and

lower base

amounts

 85 percent

of benefits

Taxable benefits included

in gross income 

If income

does not

exceed upper

base

amount—

 lesser of

 one-half of

 benefits or

 one-half of

income over

base amount

 If income

exceeds upper

 base amount—

lesser of

85 percent of

 benefits or

one-half of

income between

 base amounts

plus 85 percent

 of income

 over upper

 base amount

(A) (B) (C) (D = A + C) (E) (F = D - E) (G = F / 2) (H = .85 F) (I) (J = .85 B)

(K = lesser

of C or G)

(L = lesser

 of J or I + H)

Married filing jointly

25,000 10,000 5,000 30,000 32,000 0 . . . . . . . . . . . . . . . . . .

28,000 10,000 5,000 33,000 32,000 1,000 500 . . . . . . . . . 500 . . .

33,000 10,000 5,000 38,000 32,000 6,000 3,000 . . . . . . . . . 3,000 . . .

38,000 10,000 5,000 43,000 32,000 11,000 5,500 . . . . . . . . . 5,000 . . .

40,000 10,000 5,000 45,000 44,000 1,000 . . . 850 5,000 8,500 . . . 5,850

43,000 10,000 5,000 48,000 44,000 4,000 . . . 3,400 5,000 8,500 . . . 8,400

45,000 10,000 5,000 50,000 44,000 6,000 . . . 5,100 5,000 8,500 . . . 8,500

Married filing separate returns d

d. Includes only married taxpayers filing separately who lived with their spouse at any time during the tax year; married individuals filing separately who did not live with their 

spouse are treated the same as unmarried individuals. 

0 6,000 3,000 3,000 0 3,000 . . . 2,550 0 5,100 . . . 2,550

2,000 6,000 3,000 5,000 0 5,000 . . . 4,250 0 5,100 . . . 4,250

4,000 6,000 3,000 7,000 0 7,000 . . . 5,950 0 5,100 . . . 5.100

10,000 6,000 3,000 13,000 0 13,000 . . . 11,050 0 5,100 . . . 5,100

20,000 6,000 3,000 23,000 0 23,000 . . . 19,550 0 5,100 . . . 5,100

Individuals in all other filing categories

20,000 8,000 4,000 24,000 25,000 0 . . . . . . . . . . . . . . . . . .

25,000 8,000 4,000 29,000 25,000 4,000 2,000 . . . . . . . . . 2,000 . . .

30,000 8,000 4,000 34,000 25,000 9,000 4,500 . . . . . . . . . 4,000 . . .

32,000 8,000 4,000 36,000 34,000 2,000 . . . 1,700 4,000 6,800 . . . 5,700

35,000 8,000 4,000 39,000 34,000 5,000 . . . 4,250 4,000 6,800 . . . 6,800

40,000 8,000 4,000 44,000 34,000 10,000 . . . 8,500 4,000 6,800 . . . 6,800
2.B SSI: History of Provisions

Annual Statistical Supplement, 2003 ♦ 2.45

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2002; regulations issued under the Act; and precedential case decisions (rulings). 

Specific laws, regulations, rulings, legislation, and a link to the Federal Register can be found at http://www.socialsecurity.gov/regulations/index.htm. Social Security 

Administration, Office of the Chief Actuary, “SSI Federal Payment Amounts,” http://www.socialsecurity.gov/OACT/COLA/SSIamts.html.

NOTE: For those in another person’s household receiving support and maintenance there, the federal benefit rate is reduced by one-third.

CONTACT: Alfreda Brooks (410) 965-9849.

Table 2.B1—Federal benefit rates, by living arrangement, 1974–2003

Act Effective date

Amount a (dollars)

a. For those without countable income. These payments are reduced by the amount of countable income of the individual or couple.

Individual Couple

Own household b

b. Includes persons in private institutions whose care is not provided by Medicaid.

1972 January 1, 1974 c

c. Superseded by 1973 provision.

130.00 195.00

1973 January 1, 1974 140.00 210.00

1973 July 1, 1974 146.00 219.00

1974 d

d. Mechanism established for providing cost-of-living adjustments.

July 1, 1975 157.70 236.60

July 1, 1976 167.80 251.80

July 1, 1977 177.70 266.70

July 1, 1978 189.40 284.10

July 1, 1979 208.20 312.30

July 1, 1980 238.00 357.00

July 1, 1981 264.70 397.00

July 1, 1982 284.30 426.40

1983 July 1, 1983 e

e. General benefit increase.

304.30 456.40

January 1, 1984 314.00 472.00

January 1, 1985 325.00 488.00

January 1, 1986 336.00 504.00

January 1, 1987 340.00 510.00

January 1, 1988 354.00 532.00

January 1, 1989 368.00 553.00

January 1, 1990 386.00 579.00

January 1, 1991 407.00 610.00

January 1, 1992 422.00 633.00

January 1, 1993 434.00 652.00

January 1, 1994 446.00 669.00

January 1, 1995 458.00 687.00

January 1, 1996 470.00 705.00

January 1, 1997 484.00 726.00

January 1, 1998 494.00 741.00

January 1, 1999 500.00 751.00

January 1, 2000 f

 513.00

f. Benefits originally paid in 2000 and through July 2001 were based on federal benefit rates of $512.00 and $530.00, respectively. Pursuant to P.L. 106-554, monthly 

payments beginning in August 2001 were effectively based on the higher $531 amount. Lump-sum compensation payments were made based on an adjusted benefit rate 

for months prior to August 2001.

769.00

January 1, 2001 f

 531.00 796.00

January 1, 2002 545.00 817.00

January 1, 2003 552.00 829.00

Receiving institutional care covered by Medicaid g

g. Must be receiving more than 50 percent of the cost of the care from Medicaid (Title XIX of the Social Security Act).

1972 January 1, 1974 25.00 50.00

1987 July 1, 1988 30.00 60.00
2.C Medicare: History of Provisions

2.46 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: . . . = not applicable.

CONTACT: Clare McFarland (410) 786-6390 or Rita DiSimone (202) 358-6221. 

Table 2.C1—Medicare cost sharing and premium amounts, 1966–2004

Effective date a

a. The HI and SMI deductible and coinsurance amounts begin in January unless otherwise noted. The HI and SMI monthly premium amounts were effective in July 

through 1983 and in January for 1984 and succeeding years.

Hospital Insurance Supplementary Medical Insurance

All expenses in “benefit period” covered except—

 Monthly

premiumb

(dollars)

b. Premium paid for voluntary participation of individuals aged 65 or older not otherwise entitled to Hospital Insurance and of certain disabled individuals who have 

exhausted other entitlement.

Annual

deductible

(dollars)

Coinsurance

(percent)

Monthly premium (dollars)

Inpatient

hospital

deductible

(IHD) covers

first 60 days

(dollars)

Inpatient hospital

daily coinsurance Skilled nursing

facility daily

coinsurance

after 20 days

(1/8 X IHD)

(dollars)

For

enrollee c

(aged and

disabled)

c. Beginning in July 1973 for the disabled.

Government

amounts for—

Days 61

through 90

(1/4 X IHD)

(dollars)

Lifetime

reserve days

after 90 days

(1/2 X IHD) Aged Disabled c

1966 40 10 dd

d. Benefit not provided.

d . . . 50 20 3.00 3.00 . . .

1967 40 10 d 5.00 . . . 50 20 3.00 3.00 . . .

1968 40 10 20 5.00 . . . e 50

e. Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, beginning in April 1968.

e 20 f

 4.00

f. Beginning in April 1968.

f

 4.00 . . .

1969 44 11 22 5.50 . . . 50 20 4.00 4.00 . . .

1970 52 13 26 6.50 . . . 50 20 5.30 5.30 . . .

1971 60 15 30 7.50 . . . 50 20 5.60 5.60 . . .

1972 68 17 34 8.50 . . . 50 g 20

g. Home health services not subject to coinsurance, beginning in January 1973.

5.80 5.80 . . .

1973 72 18 36 9.00 33 60 20 h i h 6.30

h. Monthly premium for July and August 1973 was reduced to $5.80 and $6.10, respectively, by the Cost of Living Council.

i. Home health services not subject to deductible.

6.30 22.70

1974 84 21 42 10.50 36 60 20 6.70 6.70 29.30

1975 92 23 46 11.50 40 60 20 6.70 8.30 30.30

1976 104 26 52 13.00 45 60 20 7.20 14.20 30.80

1977 124 31 62 15.50 54 60 20 7.70 16.90 42.30

1978 144 36 72 18.00 63 60 20 8.20 18.60 41.80

1979 160 40 80 20.00 69 60 20 8.70 18.10 41.30

1980 180 45 90 22.50 78 60 20 9.60 23.00 41.40

1981 204 51 102 25.50 89 i,j 60

j. Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, beginning in April 1968, but only when physician accepts 

assignment.

j

 20 11.00 34.20 62.20

1982 260 65 130 32.50 113 k 75

k. Effective October 1, 1982, professional inpatient services of pathologists and radiologists are subject to deductible and coinsurance.

k

 20 12.20 37.00 72.00

1983 304 76 152 38.00 113 75 20 12.20 41.80 80.00

1984 356 89 178 44.50 155 75 20 14.60 43.80 94.00

1985 400 100 200 50.00 174 75 20 15.50 46.50 89.90

1986 492 123 246 61.50 214 75 20 15.50 46.50 66.10

1987 520 130 260 65.00 226 75 20 17.90 53.70 88.10

1988 540 135 270 67.50 234 75 20 24.80 74.40 72.40

1989 l 560

l. Unlike all other years, the 1989 deductible was applied on an annual, rather than a benefit period, basis. Once the deductible was paid by the beneficiary, Medicare 

paid the balance of expenses for covered hospital services, regardless of the number of days of hospitalization (except for psychiatric hospital care, which was still 

limited by the 190-day lifetime maximum).

l lm 25.50

m. The coinsurance amount in 1989 was equal to 20 percent of the estimated national average daily cost of covered skilled nursing facility care, rather than 1/8 of the 

inpatient hospital deductible. The beneficiary paid the coinsurance amount for the first 8 days of care in 1989, rather than for days of care 21 to 100 in a benefit period 

as in all other years. Skilled nursing facility benefits were available for up to 150 days of care per year in 1989, rather than for up to 100 days of care per benefit period 

as in all other years.

156 75 20 n 31.90

n. Includes the standard monthly SMI premium and a supplemental monthly flat premium under the Medicare Catastrophic Coverage Act of 1988. Amount shown is for 

most Part B enrollees. Residents of Puerto Rico and other territories and commonwealths, as well as persons enrolled in Part B only, paid different supplemental flat 

premiums resulting in a smaller premium than that shown.

83.70 40.70

1990 592 148 296 74.00 175 75 20 28.60 85.80 59.60

1991 628 157 314 78.50 177 100 20 29.90 95.30 82.10

1992 652 163 326 81.50 192 100 20 31.80 89.80 129.80

1993 676 169 338 84.50 221 100 20 36.60 104.40 129.20

1994 696 174 348 87.00 o 245

o. A reduced premium is available to individuals aged 65 or older who are not otherwise entitled to HI but who have (or who were married to, widowed, or divorced from 

a spouse for certain periods of time who has or had) at least 30 quarters of Social Security coverage. The reduced premium is $184, $183, $188, $187, $170, $170, 

$166, $165, $175, $174, and $189 for 1994 to 2004, respectively.

100 20 41.10 82.50 111.10

1995 716 179 358 89.50 o 261 100 20 46.10 100.10 165.50

1996 736 184 368 92.00 o 289 100 20 42.50 127.30 167.70

1997 760 190 380 95.00 o 311 100 20 43.80 131.40 177.00

1998 764 191 382 95.50 o 309 100 20 43.80 132.00 150.40

1999 768 192 384 96.00 o 309 100 20 45.50 139.10 160.50

2000 776 194 388 97.00 o 301 100 20 45.50 138.30 196.70

2001 792 198 396 99.00 o 300 100 20 50.00 152.00 214.40

2002 812 203 406 101.50 o 319 100 20 54.00 164.60 192.20

2003 840 210 420 105.00 o 316 100 20 58.70 178.70 223.30

2004 876 219 438 109.50 o 343 100 20 66.60 199.80 284.40
2.C Medicaid: History of Provisions

Annual Statistical Supplement, 2003 ♦ 2.47

SOURCE: Department of Health and Human Services, Office of the Assistant Secretary for Planning and Evaluation.

CONTACT: Adelle Simmons (202) 401-6119.

Table 2.C2—Federal medical assistance percentage and enhanced federal medical assistance percentage, by 

state or other area, 2002–2004

State or area 

Federal medical assistance percentage a

a. Section 1905 (b) of the Social Security Act specifies the method to be used to compute the federal medical assistance percentage. From this section 

the following formula is derived: N = 3-year average national per capita personal income; S = 3-year average state per capita personal income. Federal medical 

assistance percentage: State share = (S2/N2) x 45 or (45/N2) x S2; Federal share = 100 - state share with 50–83 percent limits.

Enhanced federal medical assistance percentage b

b. This is the Title XXI enhanced federal medical assistance percentage rate specified in section 2105(b) of the Act. The enhanced federal medical assistance 

percentage is limited to no more than 85%.

2002 c

c. Effective October 1, 2001, through September 30, 2002.

2003 d

d. Effective October 1, 2002, through September 30, 2003.

2004 e

e. Effective October 1, 2003, through September 30, 2004.

2003 2004

Alabama 70.45 70.60 70.75 79.42 79.53

Alaska 53.01 58.27 58.39 70.79 70.87

Arizona 64.98 67.25 67.62 77.08 77.08

Arkansas 72.64 74.28 74.67 82.00 82.27

California 51.40 50.00 50.00 65.00 65.00

Colorado 50.00 50.00 50.00 65.00 65.00

Connecticut 50.00 50.00 50.00 65.00 65.00

Delaware 50.00 50.00 50.00 65.00 65.00

District of Columbia 70.00 70.00 70.00 79.00 79.00

Florida 56.43 58.83 58.93 71.18 71.25

Georgia 59.00 59.60 59.58 71.72 71.71

Hawaii 56.34 58.77 58.90 71.14 71.23

Idaho 71.02 70.96 70.46 79.67 79.32

Illinois 50.00 50.00 50.00 65.00 65.00

Indiana 62.04 61.97 62.32 73.38 73.62

Iowa 62.86 63.50 63.93 74.45 74.75

Kansas 60.20 60.15 60.82 72.11 72.57

Kentucky 69.94 69.89 70.09 78.92 79.06

Louisiana 70.30 71.28 71.63 79.90 80.14

Maine 66.58 66.22 66.01 76.35 76.21

Maryland 50.00 50.00 50.00 65.00 65.00

Massachusetts 50.00 50.00 50.00 65.00 65.00

Michigan 56.36 55.42 55.89 68.79 69.12

Minnesota 50.00 50.00 50.00 65.00 65.00

Mississippi 76.09 76.62 77.08 83.63 83.96

Missouri 61.06 61.23 61.47 72.86 73.03

Montana 72.83 72.96 72.85 81.07 81.00

Nebraska 59.55 59.52 59.89 71.66 71.92

Nevada 50.00 52.39 54.93 66.67 68.45

New Hampshire 50.00 50.00 50.00 65.00 65.00

New Jersey 50.00 50.00 50.00 65.00 65.00

New Mexico 73.04 74.56 74.85 82.19 82.40

New York 50.00 50.00 50.00 65.00 65.00

North Carolina 61.46 62.56 62.85 73.79 74.00

North Dakota 69.87 68.36 68.31 77.85 77.82

Ohio 58.78 58.83 59.23 71.18 71.46

Oklahoma 70.43 70.56 70.24 79.39 79.17

Oregon 59.20 60.16 60.81 72.11 72.57

Pennsylvania 54.65 54.69 54.76 68.28 68.33

Rhode Island 52.45 55.40 56.03 68.78 69.22

South Carolina 69.34 69.81 69.86 78.87 78.90

South Dakota 65.93 65.29 65.67 75.70 75.97

Tennessee 63.64 64.59 64.40 75.21 75.08

Texas 60.17 59.99 60.22 71.99 72.15

Utah 70.00 71.24 71.72 79.87 80.20

Vermont 63.06 62.41 61.34 73.69 72.94

Virginia 51.45 50.53 50.00 65.37 65.00

Washington 50.37 50.00 50.00 65.00 65.00

West Virginia 75.27 75.04 75.19 82.53 82.63

Wisconsin 58.57 58.43 58.41 70.90 70.89

Wyoming 61.97 61.32 59.77 72.92 71.84

Outlying areas

American Samoa f

 50.00

f. For purposes of section 1118 of the Social Security Act, the federal medical assistance percentage used under titles I, X, XIV, and XVI, and part A of title IV will be 

75%.

f

 50.00 f 50.00 f 65.00 f 65.00

Guam f

 50.00 f 50.00 f 50.00 f 65.00 f 65.00

Northern Mariana Islands f

 50.00 f 50.00 f 50.00 f 65.00 f 65.00

Puerto Rico f

 50.00 f 50.00 f 50.00 f 65.00 f 65.00

Virgin Islands f

 50.00 f 50.00 f 50.00 f 65.00 f 65.00
2.F SSA Administrative Data: Offices and Staff

2.48 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Administration, Office of Public Service and Operations Support’s database and Office of Hearings and Appeals Case Control System.

CONTACT: Harold Atkins for SSA data (410) 965-2367 and Leola Britford for Office of Hearings and Appeals data (703) 605-8219.

SOURCE: Social Security Administration’s Affirmative Employment Plan.

CONTACT: Nelson Izquierdo (410) 965-4364.

SOURCE: Social Security Administration’s Payroll Reports.

CONTACT: Donna Frocke (410) 965-3094.

Table 2.F1—Number of SSA offices, 2002

Office Number

Headquarters (Baltimore, Maryland) 1

Regional offices a

a. Regional offices are located in Boston, Massachusetts; New York, New York; Philadelphia, Pennsylvania; Atlanta, Georgia; Chicago, Illinois; Dallas, Texas; Kansas City, 

Missouri; Denver, Colorado; San Francisco, California; and Seattle, Washington.

10

Field offices b

b. In December 1997, the field offices were redesignated as Level 1, 2, or resident stations depending on the characteristics of the facility, service area, and other conditions.

1,336

Level 1 612

Level 2 674

Resident stations 50

Teleservice centers 36

Program service centers c

c. Program service centers are located in Jamaica, New York; Philadelphia, Pennsylvania; Birmingham, Alabama; Chicago, Illinois; Kansas City, Missouri; and Richmond, 

California.

6

Data operations center d

d. The data operations center is located in Wilkes-Barre, Pennsylvania.

1

Office of Hearings and Appeals

Headquarters (Falls Church, Virginia) 1

Regional offices 10

Hearing offices 138

Satellite offices 4

Table 2.F2—Number of SSA employees and percentage with selected characteristics by grade,

September 30, 2002 

Characteristic All grade levels GS 1–4 GS 5–8 GS 9–12 GS 13–15 SES

Number

Total a

a. Includes all full-time and part-time permanent employees.

63,661 1,072 20,383 32,623 7,995 124

Percentage of total

Women 70.8 76.9 80.9 72.2 49.2 33.9

Minorities 42.7 50.1 56.4 39.1 25.3 33.1

Black 27.2 43.4 35.1 24.7 17.1 23.4

Hispanic 11.2 4.7 15.7 10.4 5.0 8.9

Asian or Pacific Islander 3.1 1.5 4.3 2.7 2.0 0.8

American Indian or Alaska Native 1.2 0.6 1.3 1.2 1.1 0.0

Severely disabled 2.3 10.2 4.0 1.4 0.8 0.8

Table 2.F3—Number of work years, fiscal years 1993–2002

Year Full-time permanent staff a

a. On duty at end of fiscal year; includes seasonal employees.

Total work years b

b. Includes full-time, part-time, and temporary employees; employees in special programs; and overtime hours worked.

1993 61,640 66,623

1994 62,434 66,741

1995 c

c. Includes 1,055 positions that were transferred from the Department of Health and Human Services to SSA when SSA became an independent agency 

(under P.L. 103-296, Social Security Independence and Program Improvements Act of 1994, effective March 31, 1995).

62,504 67,063

1996 62,133 66,726

1997 61,224 69,378

1998 59,943 67,210

1999 59,752 66,459

2000 60,434 65,521

2001 61,490 65,562

2002 61,914 65,742
2.F SSA Administrative Data: Claims Workloads

Annual Statistical Supplement, 2003 ♦ 2.49

SOURCES: Office of Systems’ Integrated Work Measurement System and the Office of Disability Operations, Division of Direct Service Operations Report. 

NOTE: Before fiscal year 2001, the number of claims were from SSA field offices only, but they now come from all offices.

CONTACT: Shirley Hodges (410) 965-0635.

SOURCES: Office of Systems’ Integrated Work Measurement System and Office of Disability Operations, Division of Direct Service Operations Report. 

NOTE: Before fiscal year 2001, the number of claims were from SSA field offices only, but they now come from all offices.

CONTACT: Shirley Hodges (410) 965-0635.

SOURCES: Office of Systems’ Integrated Work Measurement System and Office of Disability Operations, Division of Direct Service Operations Report. 

NOTE: Before fiscal year 2001, the number of claims were from SSA field offices only, but they now come from all offices.

CONTACT: Shirley Hodges (410) 965-0635.

Table 2.F4—Number of Old-Age and Survivors Insurance claims, fiscal year 2002 (in thousands)

Workload Total Worker

Family members

and survivors

Beginning-of-year pending 122.4 48.1 74.3

Received 3,213.7 1,736.9 1,476.8

Processed a

a. See Table 6.A1 for data on number of awards.

3,266.3 1,755.9 1,510.4

End-of-year pending 69.8 29.1 40.7

Table 2.F5—Number of Disability Insurance claims, fiscal year 2002 (in thousands)

Workload Total Worker

Family members

and survivors

Beginning-of-year pending 482.3 458.0 24.3

Received 1,986.6 1,745.4 241.2

Processed a

a. See Table 6.A1 for data on number of awards.

1,985.6 1,738.9 246.7

End-of-year pending 483.3 464.5 18.8

Table 2.F6—Number of Supplemental Security Income claims, fiscal year 2002 (in thousands)

Workload Total Aged Blind or disabled

Beginning-of-year pending 425.0 4.1 420.9

Received 2,010.6 169.0 1,841.6

Processed a

a. See Table 7.A8 for data on number of awards.

1,979.8 167.9 1,811.9

End-of-year pending 455.8 5.2 450.6
2.F SSA Administrative Data: Service Delivery

2.50 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Office of Finance, Assessment and Management, Office of Central Operations.

CONTACT: Bob Marks (410) 965-4527 or Phyllis Zemlak (410) 965-3073.

Table 2.F7—Accuracy rates and use of 800 telephone number, fiscal years 1998–2002

Item 1998 1999 2000 2001 2002

Accuracy rates (percent)

OASI payments

Index of dollar accuracy 99.8 99.6 99.6 99.9 a

a. Data not available.

Payment review/stewardship results

Excess payments 99.9 99.8 99.9 99.9 a

Underpayments 99.9 99.9 99.9 99.8 a

SSI payments b

b. Excludes determinations of disability.

Index of dollar accuracy c

c. Prior to fiscal year 1999, percentages exclude errors of less than $5. Any payments to ineligible beneficiaries are included regardless of the dollar amount of the error.

93.9 94.2 94.0 91.4 a

Payment review/stewardship results d

d. Beginning with fiscal year 2000, the SSI payment review/stewardship results are reported as the percentage of payments free of preventable error.

Excess payments 93.5 94.3 94.7 93.3 a

Underpayments 98.8 98.3 98.6 98.8 a

Disability Insurance benefits e

e. Represents cases free of decisional and documentation errors.

Initial claims 93.7 94.3 94.2 93.9 94.2

Allowances 96.1 96.5 97.0 96.8 97.1

Denials 92.3 93.0 92.4 92.0 92.4

Reconsideration 91.6 92.3 92.2 91.0 90.5

Reversals of denials 95.6 96.0 96.9 96.8 95.9

Affirmations of denials 90.9 91.6 91.3 89.9 89.4

National 800 number network (1-800-772-1213)

Number of calls received (millions) 78.9 78.7 76.3 74.8 62.3

Average time calls answered (minutes) 2.7 2.0 2.5 2.8 4.7
2.F SSA Administrative Data: Hearings and Appeals

Annual Statistical Supplement, 2003 ♦ 2.51

SOURCES: Social Security Administration, Office of Hearings and Appeals. Actual data from the Key Workload Indicator Report. Estimated data from the Government 

Performance and Results Act, Annual Performance Plan.

NOTE: Data based on Administrative Law Judges’ availability during fiscal year 2002; data excludes Regional Chief ALJs.

CONTACT: Beverly Nateghi (703) 605-8788.

SOURCES: Social Security Administration, Office of Hearings and Appeals. Actual data from the Key Workload Indicator Report. Estimated data from the Government 

Performance and Results Act, Annual Performance Plan.

CONTACT: Beverly Nateghi (703) 605-8788.

SOURCES: Social Security Administration, Office of Hearings and Appeals. Actual data from the Key Workload Indicator Report. Estimated data from the Government 

Performance and Results Act, Annual Performance Plan.

CONTACT: Beverly Nateghi (703) 605-8788.

Table 2.F8—Workload of SSA’s Administrative Law Judges (ALJs), fiscal years 2001–2003

Item 2001 2002 2003 a

a. Estimated data.

Number of ALJs 919 969 991

Average monthly hearing dispositions per ALJ 42 45 51

Average hearings pending per ALJ 447 470 574

Table 2.F9—Number of hearing receipts, dispositions, and end-of-year pending cases, fiscal years 2002–2003

Program

Hearing receipts Hearing dispositions End-of-year pending cases

2002 2003 a

a. Estimated data.

2002 2003 a 2002 2003 a

Total 596,959 688,147 532,106 602,009 500,757 586,895

OASI 2,944 3,227 2,725 3,081 2,970 3,116

Disability

DI 200,302 214,042 171,367 184,538 165,228 194,732

SSI 158,775 181,611 142,120 162,572 147,315 166,354

DI and SSI 163,360 167,110 138,502 146,816 147,538 167,832

Medicare (Parts A and B and adversarial) 71,576 122,147 77,388 105,000 37,705 54,852

Black Lung 2 10 4 2 1 9

Table 2.F11—Number of SSA Appeals Council cases, fiscal years 2001–2003

Cases 2001 2002 2003 a

a. Estimated data.

Beginning-of-year pending 127,190 92,185 59,781

Receipts 78,833 83,063 99,045

Dispositions 110,668 115,467 99,045

End-of-year pending 95,355 59,781 59,781

3.B Employment and Earnings

Annual Statistical Supplement, 2003 ♦ 3.1

SOURCE: Department of Labor, Bureau of Labor Statistics.

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153.

Table 3.B3—Federal minimum wage rates under the Fair Labor Standards Act of 1938 and average hourly 

earnings and average weekly hours for production workers in manufacturing, selected years 1938–2002 

Effective date

Minimum hourly wage for workers

in jobs first covered by—

Production workers

in manufacturing a

a. For year in which minimum wage rate changes were effective.

1938 act b

(dollars)

b. The 1938 act was applicable generally to employees engaged in interstate commerce or in the production of goods for interstate commerce.

1961

amendments c

(dollars)

c. The 1961 amendments extended coverage primarily to employees in large retail and service trades as well as local transit, construction, and gasoline service station 

employees.

1966 and subsequent

amendments d

d. The 1966 amendments extended coverage to state and local government employees of hospitals, nursing homes, and schools, and to employees of laundries, dry cleaners, 

large hotels and motels, restaurants, and farms. Subsequent amendments extended coverage to the remaining federal, state, and local employees not protected in 1966, to 

certain workers in retail and service trades previously exempted, and to certain domestic workers in private household employment.

Average

gross hourly

earnings

(dollars)

Average

weekly

hours

Nonfarm

(dollars)

Farm

(dollars)

October 24

1938 0.25 . . . . . . . . . 0.62 35.6

1939 0.30 . . . . . . . . . 0.63 37.7

1945 0.40 . . . . . . . . . 1.02 43.5

January 25, 1950 0.75 . . . . . . . . . 1.44 40.5

March 1, 1956 1.00 . . . . . . . . . 1.95 40.4

September 3

1961 1.15 1.00 . . . . . . 2.32 39.8

1963 1.25 1.00 . . . . . . 2.46 40.5

1964 1.25 1.15 . . . . . . 2.53 40.7

1965 1.25 1.25 . . . . . . 2.61 41.2

February 1

1967 1.40 1.40 1.00 1.00 2.83 40.6

1968 1.60 1.60 1.15 1.15 3.01 40.7

1969 1.60 1.60 1.30 1.30 3.19 40.6

1970 1.60 1.60 1.45 1.30 3.36 39.8

1971 1.60 1.60 1.60 1.30 3.57 39.9

May 1, 1974 2.00 2.00 1.90 1.60 4.42 40.0

January 1

1975 2.10 2.10 2.00 1.80 4.83 39.5

1976 2.30 2.30 2.20 2.00 5.22 40.1

1977 2.30 2.30 2.30 2.20 5.68 40.3

1978 2.65 2.65 2.65 2.65 6.17 40.4

1979 2.90 2.90 2.90 2.90 6.70 40.2

1980 3.10 3.10 3.10 3.10 7.27 39.7

1981 3.35 3.35 3.35 3.35 7.99 39.8

1982 3.35 3.35 3.35 3.35 8.49 38.9

1983 3.35 3.35 3.35 3.35 8.83 40.1

1984 3.35 3.35 3.35 3.35 9.19 40.7

1985 3.35 3.35 3.35 3.35 9.54 40.5

1986 3.35 3.35 3.35 3.35 9.73 40.7

1987 3.35 3.35 3.35 3.35 9.91 41.0

1988 3.35 3.35 3.35 3.35 10.19 41.1

1989 3.35 3.35 3.35 3.35 10.48 41.0

April 1

1990 e

e. A training wage may be paid for a period of 90 days to an employee who has not attained age 20. The training wage was $3.35 per hour effective April 1, 1990, and $3.61 

per hour effective April 1, 1991, through March 31, 1993. Effective October 1, 1996, the training wage is $4.25 per hour.

3.80 3.80 3.80 3.80 10.83 40.8

1991 e 4.25 4.25 4.25 4.25 11.18 40.7

1992 e 4.25 4.25 4.25 4.25 11.46 41.0

1993 e 4.25 4.25 4.25 4.25 11.74 41.4

1994 4.25 4.25 4.25 4.25 12.07 42.0

1995 4.25 4.25 4.25 4.25 12.37 41.6

October 1, 1996 e 4.75 4.75 4.75 4.75 12.77 41.6

September 1, 1997 e 5.15 5.15 5.15 5.15 13.17 42.0

January 1

1998 e 5.15 5.15 5.15 5.15 13.49 41.7

1999 e 5.15 5.15 5.15 5.15 13.91 41.7

2000 e 5.15 5.15 5.15 5.15 14.38 41.6

2001 e 5.15 5.15 5.15 5.15 14.83 40.7

2002 e 5.15 5.15 5.15 5.15 15.30 40.9
3.C Interprogram Data

3.2 ♦ Annual Statistical Supplement, 2003

SOURCE: Department of the Treasury.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 3.C3—Contributions to the Social Security and Medicare trust funds, by program and source, 

selected years 1965–2002 (in millions of dollars)

Program and source 1965 1970 1975 1980 1985 1990 1995 1998 1999 2000 2001 2002

Social Security trust funds

Old-Age and Survivors Insurance a

a. For OASI, DI, and HI contribution rates and wage base, see Table 2.A3. Beginning in 1952 (1959 for DI, 1968 for HI) employer and employee contributions differ by 

estimated amount of refunds of employee tax overpayments and, beginning in 1966, by employee tax on tips. For SMI premium rates, see Table 2.C1.

16,017 30,257 56,815 103,456 178,010 270,507 309,906 380,113 407,023 432,977 453,354 468,108

Employer 7,618 14,489 27,184 49,731 83,682 125,272 143,978 176,564 188,461 200,431 210,659 215,897

Employee 7,440 14,204 26,947 49,436 83,400 124,481 143,335 174,786 187,160 198,736 207,999 215,039

Self-employed 959 1,564 2,684 4,289 7,720 15,906 17,103 19,614 20,503 22,216 22,793 24,262

Taxation of benefits . . . . . . . . . . . . 3,208 4,848 5,490 9,149 10,899 11,594 11,903 12,909

Disability Insurance a 1,188 4,481 7,444 13,255 17,204 28,498 54,695 59,485 63,827 71,813 75,743 78,202

Employer 564 2,154 3,562 6,307 8,119 13,414 25,665 28,064 29,936 33,971 35,759 36,655

Employee 551 2,117 3,530 6,254 8,087 13,338 25,545 27,772 29,730 33,701 35,312 36,503

Self-employed 73 210 352 694 776 1,602 3,144 3,091 3,500 3,420 3,861 4,114

Taxation of benefits . . . . . . . . . . . . 222 144 341 558 661 721 811 930

Medicare trust funds

Hospital Insurance a . . . 4,880 11,510 23,866 47,173 71,753 103,301 130,700 140,306 154,520 160,896 162,650

Employer . . . 2,379 5,578 11,591 22,613 33,850 45,839 57,849 61,826 67,526 71,181 71,334

Employee . . . 2,332 5,530 11,518 22,549 33,635 45,852 57,849 61,826 67,526 71,181 71,334

Self-employed . . . 169 395 739 1,970 4,146 6,743 8,619 8,655 9,299 9,631 10,040

Voluntarily insuredb

b. Beginning in July 1973, aged ineligibles may voluntarily enroll for HI.

. . . . . . 7 18 41 122 954 1,316 1,447 1,382 1,370 1,626

Taxation of benefits . . . . . . . . . . . . . . . . . . 3,913 5,067 6,552 8,787 7,533 8,316

Supplementary Medical Insurance a,c

c. Includes premiums paid on behalf of eligibles by state governments under “buy-in” arrangements.

. . . 1,096 1,917 3,011 5,613 11,319 19,717 20,932 18,966 20,556 22,764 25,066

Aged . . . 1,096 1,759 2,707 5,105 10,311 17,651 18,594 16,604 17,892 19,905 21,610

Disabled . . . . . . 158 304 508 1,008 2,066 2,338 2,362 2,664 2,859 3,456
3.C Interprogram Data

Annual Statistical Supplement, 2003 ♦ 3.3

SOURCES: Social Security Administration, Supplemental Security Record, and the Department of Health and Human Services, 100 percent data.

CONTACT: Stella M. Coleman (410) 965-0157.

Table 3.C4—Average monthly amount of Social Security and selected public assistance programs,

December 1950–2002 (in current and 2002 dollars)

Year

Average monthly Social Security benefit

in current-payment status

Average monthly amount

per recipient under—

Consumer

price index a

a. Data from Bureau of Labor Statistics, consumer price index for all urban consumers (CPI-U) for all items (1982–1984 = 100).

Retired workers

Widowed mother or father

and 2 children Supplemental Security Income b

b. For 1940–1973, data refer to Old-Age Assistance program. Beginning January 1974, the Supplemental Security Income program superseded the Old-Age Assistance 

program in the 50 states and the District of Columbia.

Temporary Assistance

for Needy Families c

c. Effective July 1, 1997, the Temporary Assistance for Needy Families (TANF) block grant program replaced the Aid to Families with Dependent Children (AFDC) program. 

Beginning in 1997, payments include services.

Current

 dollars

2002

 dollars

Current

 dollars

2002

 dollars

Current

 dollars

2002

 dollars

Current

 dollars

2002

 dollars

1950 43.86 317.37 93.90 679.46 43.05 311.51 20.85 150.87 25.0

1951 42.14 287.67 93.80 640.32 44.55 304.12 22.00 150.18 26.5

1952 49.25 333.68 106.00 718.18 48.80 330.63 23.45 158.88 26.7

1953 51.10 343.64 111.90 752.52 48.90 328.85 23.20 156.02 26.9

1954 59.14 400.69 130.50 884.17 48.70 329.96 23.25 157.53 26.7

1955 61.90 417.83 135.40 913.95 50.05 337.84 23.50 158.63 26.8

1956 63.09 413.51 141.00 924.16 53.25 349.02 24.80 162.55 27.6

1957 64.58 411.36 146.30 931.89 55.50 353.52 25.40 161.79 28.4

1958 66.35 415.32 151.70 949.57 56.95 356.48 26.65 166.82 28.9

1959 72.78 447.82 170.70 1050.33 56.70 348.88 27.30 167.98 29.4

1960 74.04 449.46 188.00 1,141.25 58.90 357.55 28.35 172.10 29.8

1961 75.65 456.17 189.30 1,141.48 57.60 347.33 29.45 177.58 30.0

1962 76.19 453.38 190.70 1,134.79 61.55 366.26 29.30 174.35 30.4

1963 76.88 450.08 192.50 1,126.97 62.80 367.65 29.70 173.87 30.9

1964 77.57 449.76 193.40 1,121.35 63.65 369.05 31.50 182.64 31.2

1965 83.92 477.39 219.80 1,250.37 63.10 358.96 32.85 186.87 31.8

1966 84.35 463.80 221.90 1,220.11 68.05 374.17 36.25 199.32 32.9

1967 85.37 455.56 224.40 1,197.46 70.15 374.34 39.50 210.78 33.9

1968 98.86 503.77 257.10 1,310.12 69.55 354.41 44.75 228.04 35.5

1969 100.40 481.76 255.80 1,227.43 73.90 354.60 45.15 216.65 37.7

1970 118.10 536.79 291.10 1,323.12 77.65 352.94 50.30 228.62 39.8

1971 132.17 581.74 320.00 1,408.47 77.50 341.11 52.30 230.20 41.1

1972 162.35 691.04 383.10 1,630.65 79.95 340.30 54.10 230.28 42.5

1973 166.42 651.63 391.00 1,530.99 76.15 298.17 56.95 222.99 46.2

1974 188.21 656.02 438.40 1,528.06 91.06 317.39 63.37 220.88 51.9

1975 207.18 675.29 468.60 1,527.38 90.93 296.38 69.69 227.15 55.5

1976 224.86 698.92 503.40 1,564.69 94.37 293.33 75.20 233.74 58.2

1977 243.00 707.87 546.60 1,592.27 96.62 281.46 80.08 233.28 62.1

1978 263.20 703.29 591.90 1,581.61 100.43 268.36 83.60 223.39 67.7

1979 294.30 694.12 655.00 1,544.84 122.67 289.32 90.34 213.07 76.7

1980 341.40 715.63 759.20 1,591.42 128.20 268.73 97.10 203.54 86.3

1981 385.97 742.79 858.00 1,651.19 137.81 265.21 103.15 198.51 94.0

1982 419.30 777.17 885.50 1,641.26 145.69 270.03 106.33 197.08 97.6

1983 440.77 787.12 923.00 1,648.28 157.89 281.96 109.93 196.31 101.3

1984 460.57 791.24 948.30 1,629.13 157.88 271.23 114.72 197.08 105.3

1985 478.62 792.15 981.50 1,624.46 164.26 271.86 118.17 195.58 109.3

1986 488.44 799.63 994.00 1,627.28 173.66 284.30 122.09 199.87 110.5

1987 512.65 803.63 1,032.30 1,618.22 180.64 283.17 125.19 196.25 115.4

1988 536.77 805.82 1,070.40 1,606.93 188.23 282.58 130.30 195.61 120.5

1989 566.85 813.19 1,120.04 1,606.78 198.81 285.21 131.89 189.21 126.1

1990 602.56 814.67 1,177.70 1,592.27 212.66 287.52 135.96 183.82 133.8

1991 629.32 825.55 1,216.76 1,596.17 221.30 290.31 134.98 177.07 137.9

1992 652.64 832.01 1,252.40 1,596.61 227.39 289.89 132.92 169.45 141.9

1993 674.06 836.33 1,282.60 1,591.37 236.52 293.46 132.87 164.86 145.8

1994 697.34 842.68 1,328.40 1,605.26 242.54 293.09 133.71 161.58 149.7

1995 719.80 848.29 1,365.50 1,609.24 250.65 295.39 134.35 158.33 153.5

1996 744.96 849.71 1,450.60 1,654.56 260.75 297.41 133.53 152.31 158.6

1997 774.84 868.99 1,502.60 1,685.18 268.46 301.08 170.71 191.45 161.3

1998 779.69 860.56 1,537.70 1,697.19 277.45 306.23 d 129.04

d. Revised data.

142.42 163.9

1999 804.30 864.51 1,590.40 1,709.47 289.19 310.84 d 133.45 143.44 168.3

2000 844.48 877.97 1,675.40 1,741.84 299.69 311.57 d 151.29 157.29 174.0

2001 874.44 895.22 1,755.10 1,796.82 d 314.22 321.69 d 157.50 161.24 176.7

2002 895.00 895.00 1,812.10 1,812.10 330.04 330.04 167.86 167.86 180.9
3.C Interprogram Data

3.4 ♦ Annual Statistical Supplement, 2003

Table 3.C5—Population aged 65 or older receiving Social Security (OASDI) benefits, Supplemental Security 

Income (SSI) payments, or both, by state, December 1940–2002, selected years

Year and state

Population aged 65 or older receiving— Persons receiving both OASDI 

OASDI SSI a and SSI as a percentage of—

OASDI and SSI,

number per 1,000

OASDI, SSI,

or both,

number per 1,000

Number

per 1,000 State rank

Number

per 1,000 State rank

OASDI

beneficiaries

SSI

recipients

1940 7 . . . 217 . . . 1 223 14.3 0.5

1945 62 . . . 194 . . . 5 251 8.1 2.6

1950 164 . . . 224 . . . 22 366 12.6 9.8

1955 394 . . . 179 . . . 34 539 8.6 19.2

1960 616 . . . 141 . . . 41 716 6.6 28.5

1965 752 . . . 117 . . . 52 817 7.0 44.7

1970 855 . . . 104 . . . 63 896 7.4 60.4

1975 904 . . . 111 . . . 78 939 8.6 69.5

1980 914 . . . 87 . . . 61 941 6.7 70.2

1985 917 . . . 71 . . . 51 937 5.5 71.1

1990 924 . . . 66 . . . 46 944 4.9 69.2

1995 913 . . . 63 . . . 39 937 4.3 62.6

2000 911 . . . 57 . . . 34 934 3.7 59.1

2001 908 . . . 56 . . . 33 931 3.6 58.4

2002

United States 901 . . . 56 . . . 32 924 3.6 57.8

Alabama 929 26 69 7 55 943 5.9 79.8

Alaska 896 42 58 11 28 927 3.1 47.8

Arizona 843 50 32 30 19 856 2.2 59.2

Arkansas 918 33 58 12 48 928 5.3 82.9

California 844 49 132 1 64 912 7.5 48.3

Colorado 905 39 31 31 18 918 2.0 58.2

Connecticut 945 11 26 37 12 959 1.3 47.1

Delaware 944 13 23 41 15 952 1.6 66.2

District of Columbia 794 51 68 9 41 821 5.2 60.7

Florida 855 48 47 19 24 878 2.8 51.3

Georgia 913 35 68 10 49 932 5.4 72.9

Hawaii 883 46 50 17 21 912 2.4 42.2

Idaho 962 4 20 44 15 966 1.6 75.8

Illinois 917 34 38 24 16 939 1.8 42.3

Indiana 949 10 17 49 12 954 1.2 69.4

Iowa 958 7 17 48 12 962 1.3 72.1

Kansas 935 24 19 45 12 941 1.3 63.8

Kentucky 928 27 70 6 52 946 5.6 74.1

Louisiana 904 40 78 4 58 925 6.4 74.0

Maine 952 9 31 32 26 957 2.7 82.2

Maryland 876 47 40 23 19 897 2.2 48.4

Massachusetts 908 37 56 13 32 932 3.5 56.5

Michigan 954 8 30 34 17 966 1.8 58.8

Minnesota 942 16 26 38 13 955 1.4 50.7

Mississippi 924 28 102 2 82 944 8.9 80.2

(Continued)
3.C Interprogram Data

Annual Statistical Supplement, 2003 ♦ 3.5

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, and the U.S. Census Bureau, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Stella M. Coleman (410) 965-0157.

2002 (cont.)

Missouri 936 19 29 35 21 944 2.2 71.9

Montana 935 23 20 43 16 939 1.7 77.8

Nebraska 945 12 17 47 12 950 1.3 70.0

Nevada 910 36 32 29 19 924 2.1 57.9

New Hampshire 968 1 12 51 8 972 0.8 67.8

New Jersey 921 31 45 22 20 945 2.2 45.5

New Mexico 883 45 69 8 47 904 5.3 68.9

New York 884 44 90 3 41 932 4.6 45.7

North Carolina 943 15 54 16 42 955 4.4 78.1

North Dakota 941 17 22 42 16 947 1.7 75.0

Ohio 935 21 24 39 14 945 1.5 60.0

Oklahoma 922 29 38 25 28 931 3.0 73.6

Oregon 965 3 28 36 16 976 1.6 57.5

Pennsylvania 935 22 34 28 21 948 2.2 61.8

Rhode Island 921 32 49 18 31 939 3.3 62.1

South Carolina 921 30 55 14 43 934 4.7 78.0

South Dakota 959 6 30 33 21 968 2.1 68.8

Tennessee 939 18 55 15 42 952 4.5 76.3

Texas 887 43 74 5 51 911 5.7 68.3

Utah 903 41 19 46 9 913 1.0 49.8

Vermont 944 14 36 26 29 950 3.1 82.0

Virginia 907 38 46 21 29 924 3.2 62.7

Washington 935 20 36 27 14 957 1.5 38.6

West Virginia 929 25 46 20 32 943 3.5 70.0

Wisconsin 966 2 23 40 15 974 1.6 65.8

Wyoming 961 5 16 50 12 964 1.3 80.2

a. For 1940–1973, data refer to Old-Age Assistance program. Beginning January 1974, the Supplemental Security Income program superseded the Old-Age Assistance 

program in the 50 states and the District of Columbia.

Table 3.C5—Population aged 65 or older receiving Social Security (OASDI) benefits, Supplemental Security 

Income (SSI) payments, or both, by state, December 1940–2002, selected years—Continued

Year and state

Population aged 65 or older receiving— Persons receiving both OASDI 

OASDI SSI a and SSI as a percentage of—

OASDI and SSI,

number per 1,000

OASDI, SSI,

or both,

number per 1,000

Number

per 1,000 State rank

Number

per 1,000 State rank

OASDI

beneficiaries

SSI

recipients
3.C Interprogram Data

3.6 ♦ Annual Statistical Supplement, 2003

CONTACT: Paul Davies (410) 966-0299.

Table 3.C6—Number and percentage of Social Security (OASDI) beneficiaries also receiving federally 

administered Supplemental Security Income (SSI) payments, by type of OASDI benefit and SSI eligibility category,

December 2002

Type of benefit

All

OASDI

 beneficiaries a

a. Excludes 10 special age-72 beneficiaries.

Number receiving SSI Percentage of all OASDI beneficiaries

Total Aged

Blind and

disabled Total Aged

Blind and

disabled

Total 46,452,540 2,410,290 713,740 1,696,550 5.2 1.5 3.7

Retirement 32,362,130 1,049,820 568,810 481,010 3.2 1.8 1.5

Workers aged 65 or older 26,624,790 782,150 508,680 273,470 2.9 1.9 1.0

Men 13,774,890 303,460 190,580 112,880 2.2 1.4 0.8

Women 12,849,900 478,690 318,100 160,590 3.7 2.5 1.2

Workers aged 62–64 2,570,130 39,040 0 39,040 1.5 0 1.5

Men 1,332,960 24,300 0 24,300 1.8 0 1.8

Women 1,245,910 13,970 0 13,970 1.1 0 1.1

Wives and husbands 2,681,090 127,270 60,690 67,180 4.7 2.2 2.5

Aged 65 or older 2,349,200 115,270 60,690 55,180 4.9 2.6 2.3

Aged 62–64 285,440 10,790 0 10,790 3.8 0 3.8

Under age 62 with children 46,450 1,210 0 1,210 2.6 0 2.6

Disabled adult children 193,150 98,060 40 98,020 50.8 0 50.8

Aged 65 or older 1,060 430 40 390 40.6 3.8 36.8

Aged 18–64 192,090 97,630 0 97,630 50.8 0 50.8

Children under age 18 and students aged 18–19 284,230 4,070 0 4,070 1.4 0 1.4

Survivors 6,870,200 467,580 143,980 323,600 6.8 2.1 4.7

Nondisabled widow(er)s 4,563,660 245,830 140,930 104,900 5.4 3.1 2.3

Aged 65 or older 4,110,180 238,420 140,930 97,490 5.8 3.4 2.4

Aged 60–64 453,480 7,410 0 7,410 1.6 0 1.6

Disabled widow(er)s 205,870 37,540 0 37,540 18.2 0 18.2

Widowed mothers and fathers 193,270 5,220 50 5,170 2.7 0 2.7

Parents 2,350 130 120 10 5.5 5.1 0.4

Disabled adult children 494,750 157,920 2,880 155,040 31.9 0 31.3

Aged 65 or older 64,550 21,390 2,880 18,810 33.6 4.5 29.1

Aged 18–64 430,200 136,230 0 136,230 31.7 0 31.7

Children under age 18 and students aged 18–19 1,410,300 20,940 0 20,940 1.5 0 1.5

Disability 7,220,210 892,890 950 891,940 12.4 0 12.4

Workers under age 65 5,535,860 798,740 0 798,740 14.4 0 14.4

Men 3,069,140 354,730 0 354,730 11.6 0 11.6

Women 2,466,720 444,010 0 444,010 18.0 0 18.0

Wives and husbands 151,260 10,880 950 9,930 7.2 0.6 6.6

Aged 65 or older 22,200 3,110 950 2,160 14.0 4.3 9.7

Aged 62–64 29,600 1,890 0 1,890 6.4 0 6.4

Under age 62 with children 99,460 5,880 0 5,880 5.9 0 5.9

Disabled adult children aged 18–64 60,760 41,830 0 41,830 68.8 0 68.8

Children under age 18 and students aged 18–19 1,472,330 41,440 0 41,440 2.8 0 2.8

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.
3.C Interprogram Data

Annual Statistical Supplement, 2003 ♦ 3.7

Table 3.C6.1—Number of persons aged 18–64 receiving Social Security (OASDI) benefits or federally administered 

Supplemental Security Income (SSI) payments based on disability, by type of benefit, December 1978–2002

Year

Unduplicated

total a

a. Includes persons receiving OASDI, SSI, or both.

OASDI beneficiaries Blind or disabled SSI recipients

Total

Disabled

workers

Disabled

adult children

under age 65

Disabled

widow(er)s Total

Receiving

SSI only

Receiving

both SSI

and OASDI

1978 4,676,450 3,415,469 2,879,774 405,944 129,751 1,747,126 b 1,260,981

b. The number of OASDI disabled adult child beneficiaries aged 18–64 also receiving SSI was estimated based on the number of such beneficiaries aged 18 or older for the 

same year and on the comparative size of the two groups at the end of 1988.

486,145

1979 4,662,528 3,419,624 2,870,590 419,201 129,833 1,726,553 b 1,242,904 483,649

1980 4,662,546 3,418,434 2,858,680 432,174 127,580 1,730,847 b 1,244,112 486,735

1981 4,570,071 3,340,701 2,776,519 442,592 121,590 1,702,895 b 1,229,370 473,525

1982 4,366,314 3,169,449 2,603,599 449,478 116,372 1,655,279 b 1,196,865 458,414

1983 4,367,241 3,143,111 2,569,029 462,491 111,591 1,699,774 b 1,224,130 475,644

1984 4,460,188 3,183,618 2,596,516 477,951 109,151 1,780,459 b 1,276,570 503,889

1985 4,591,316 3,258,200 2,656,638 494,557 107,005 1,879,168 b 1,333,116 546,052

1986 4,812,143 3,346,603 2,728,463 511,166 106,974 2,010,458 b 1,465,540 544,918

1987 4,904,785 3,416,529 2,785,859 524,388 106,282 2,118,710 b 1,488,256 630,454

1988 5,012,435 3,468,186 2,830,284 534,779 103,123 2,202,714 1,544,249 658,465

1989 5,155,787 3,540,480 2,895,364 543,486 101,630 2,301,926 c 1,615,307

c. December data for OASDI disabled beneficiaries also receiving SSI were not available. Instead, the average of the September 1989 and March 1990 numbers was used.

SOURCE: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

686,619

1990 5,395,261 3,667,721 3,011,294 555,438 100,989 2,449,897 1,727,540 722,357

1991 5,743,614 3,877,804 3,194,938 568,377 114,489 2,641,524 1,865,810 775,714

1992 6,249,217 4,185,714 3,467,783 586,607 131,324 2,909,997 2,063,503 846,494

1993 6,707,127 4,476,648 3,725,966 603,667 147,015 3,148,413 2,230,479 917,934

1994 7,103,399 4,741,348 3,962,954 617,718 160,676 3,335,255 2,362,051 973,204

1995 7,398,942 4,987,004 4,185,263 628,717 173,024 3,482,256 2,411,938 1,070,318

1996 7,691,134 5,205,071 4,385,623 637,537 181,911 3,568,393 2,486,063 1,082,330

1997 7,818,216 5,340,082 4,508,134 644,010 187,938 3,561,625 2,478,134 1,083,491

1998 8,090,686 5,543,886 4,698,319 651,386 194,181 3,646,020 2,546,800 1,099,220

1999 8,311,949 5,736,071 4,879,455 657,821 198,795 3,690,970 2,575,878 1,115,092

2000 8,519,241 5,908,756 5,042,334 664,995 201,427 3,744,022 2,610,485 1,133,537

2001 8,799,998 6,150,475 5,274,183 672,049 204,243 3,811,494 2,649,523 1,161,971

2002 9,118,926 6,430,412 5,543,981 679,073 207,358 3,877,752 2,688,514 1,189,238
3.C Interprogram Data

3.8 ♦ Annual Statistical Supplement, 2003

SOURCE: U.S. Census Bureau, Current Population Survey, public-use file of the March 2002 Income Supplement.

NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

For a discussion of standard errors of estimated numbers and percentages, see U.S. Census Bureau, Current Population Reports, Series P-60.

CONTACT: Curt Pauzenga (410) 965-7210.

Table 3.C7—Number of persons aged 15 or older with Social Security (OASDI) benefits or Supplemental Security 

Income (SSI) in March 2002, by sex, age, and race, and average annual benefit in 2001

Sex and age

Total,

all races White Black

American Indian,

Alaska Native

Asian,

Pacific Islander

Social Security beneficiaries (thousands)

Total 39,699 34,839 3,720 354 786

Sex

Men 16,916 14,984 1,487 126 319

Women 22,783 19,855 2,233 228 467

Age

15–54 4,347 3,357 811 98 82

55–64 4,928 4,251 525 53 98

65–74 15,922 14,010 1,425 125 361

75 or older 14,502 13,220 959 77 245

Supplemental Security Income recipients (thousands)

Total 5,002 3,339 1,344 112 207

Sex

Men 1,928 1,354 477 26 72

Women 3,075 1,985 868 86 135

Age

15–54 2,806 1,834 849 72 52

55–64 987 677 237 23 50

65–74 635 436 140 11 48

75 or older 575 392 118 6 58

Average annual benefit in 2001 a (dollars)

a. For 2001, average benefits are shown. Tables in previous years showed median benefits.

Social Security 9,463 9,621 8,204 8,599 8,772

Supplemental Security Income 5,128 5,013 5,256 5,273 6,074
3.C Interprogram Data

Annual Statistical Supplement, 2003 ♦ 3.9

SOURCE: U.S. Census Bureau, Current Population Survey, public-use file of the March 2002 Income Supplement.

NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

For a discussion of standard errors of estimated numbers and percentages, see U.S. Census Bureau, Current Population Reports, Series P-60.

. . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210.

Table 3.C8—Number of persons aged 15 or older with Social Security (OASDI) benefits or Supplemental Security 

Income (SSI) and number and percentage of Hispanic origin in March 2002, by age and sex, and average annual 

benefit in 2001

Age

All beneficiaries (thousands) Hispanic origin a (thousands)

a. Persons of Hispanic origin may be of any race.

Hispanic origin as a percentage

of all beneficiaries a 

Total Men Women Total Men Women Total Men Women

Social Security beneficiaries

Total, all ages 39,699 16,916 22,783 2,276 1,019 1,257 5.7 6.0 5.5

15–34 1,473 676 797 175 88 87 11.9 13.0 10.9

35–44 1,227 527 700 109 41 67 8.9 7.8 9.6

45–54 1,648 801 846 151 71 81 9.2 8.8 9.5

55–64 4,928 2,196 2,732 345 162 183 7.0 7.4 6.7

65–74 15,922 7,172 8,750 915 416 499 5.7 5.8 5.7

75 or older 14,502 5,545 8,957 581 241 340 4.0 4.4 3.8

Supplemental Security Income recipients

Total, all ages 5,002 1,928 3,075 706 258 448 14.1 13.4 14.6

15–34 996 442 555 123 58 64 12.3 13.2 11.6

35–44 893 390 503 104 37 68 11.7 9.4 13.5

45–54 917 392 524 115 52 63 12.5 13.2 12.1

55–64 987 347 640 143 43 100 14.5 12.3 15.7

65–74 635 220 415 116 38 78 18.2 17.2 18.8

75 or older 575 138 437 105 32 74 18.4 23.1 16.9

Average annual benefit in 2001 b (dollars) 

b. For 2001, average benefits are shown. Tables in previous years showed median benefits.

Social Security 9,463 10,986 8,332 7,868 9,368 6,653 . . . . . . . . .

Supplemental Security Income 5,128 5,478 4,908 5,123 5,269 5,039 . . . . . . . . .
3.E Poverty

3.10 ♦ Annual Statistical Supplement, 2003

SOURCE: U.S. Census Bureau, Current Population Survey.

NOTES: . . . = not applicable.

Three technical changes in the definition of poverty are described in “Characteristics of the Population Below the Poverty Level, 1980,” U.S. Census Bureau, Current 

Population Reports, Series P-60, No. 133: (1) Distinctions based on the sex of the family householder will no longer be made; (2) income thresholds for farm families will be the 

same as for nonfarm families of the same size and composition, and (3) the increased sample size will now permit separate poverty income criteria for families of 7, 8, and 9 or 

more persons. Separate criteria for these family sizes by number of children have been developed by the Social Security Administration for the base year 1978 on the same 

basis as the original poverty matrix for smaller family sizes, and then updated by means of the all-items consumer price index. The dollar thresholds for larger families 

beginning in 1980 are:

CONTACT: Joe Dalaker (301) 763-3213.

Table 3.E1—Weighted average poverty thresholds for nonfarm families, by size, 1959–2002 (in dollars)

Year

Unrelated individuals

Families

Annual

average

CPI a

a. Beginning in January 1978, the Bureau of Labor Statistics introduced a new price index for all urban consumers (CPI-U) for all items (1982-1984 = 100) that forms a 

continuous series with the earlier index for urban wage earners and for clerical workers as of December 1977.

2 persons

3 persons 4 persons 5 persons 6 persons

7 persons

All ages or more

Under

age 65

Aged 65

or older

All

ages

Householder

under age 65

Householder

aged 65 or older

1959 1,467 1,503 1,397 1,894 1,952 1,761 2,324 2,973 3,506 3,944 4,849 29.2

1960 1,490 1,526 1,418 1,924 1,982 1,788 2,359 3,022 3,560 4,002 4,921 29.6

1961 1,506 1,545 1,433 1,942 2,005 1,808 2,383 3,054 3,597 4,041 4,967 29.9

1962 1,519 1,562 1,451 1,962 2,027 1,828 2,412 3,089 3,639 4,088 5,032 30.3

1963 1,539 1,581 1,470 1,988 2,052 1,850 2,442 3,128 3,685 4,135 5,092 30.6

1964 1,558 1,601 1,488 2,015 2,079 1,875 2,473 3,169 3,732 4,193 5,156 31.0

1965 1,582 1,626 1,512 2,048 2,114 1,906 2,514 3,223 3,797 4,264 5,248 31.5

1966 1,628 1,674 1,556 2,107 2,175 1,961 2,588 3,317 3,908 4,388 5,395 32.5

1967 1,675 1,722 1,600 2,168 2,238 2,017 2,661 3,410 4,019 4,516 5,550 33.4

1968 1,748 1,797 1,667 2,262 2,333 2,102 2,774 3,553 4,188 4,706 5,789 34.8

1969 1,840 1,893 1,757 2,383 2,458 2,215 2,924 3,743 4,415 4,958 6,101 36.7

1970 1,954 2,010 1,861 2,525 2,604 2,348 3,099 3,968 4,680 5,260 6,468 38.8

1971 2,040 2,098 1,940 2,633 2,716 2,448 3,229 4,137 4,880 5,489 6,751 40.5

1972 2,109 2,168 2,005 2,724 2,808 2,530 3,339 4,275 5,044 5,673 6,983 41.8

1973 2,247 2,307 2,130 2,895 2,984 2,688 3,548 4,540 5,358 6,028 7,435 44.4

1974 2,495 2,562 2,364 3,211 3,312 2,982 3,936 5,038 5,950 6,699 8,253 49.3

1975 2,724 2,797 2,581 3,506 3,617 3,257 4,293 5,500 6,499 7,316 9,022 53.8

1976 2,884 2,959 2,730 3,711 3,826 3,445 4,540 5,815 6,876 7,760 9,588 56.9

1977 3,075 3,152 2,906 3,951 4,072 3,666 4,833 6,191 7,320 8,261 10,216 60.6

1978 3,311 3,392 3,127 4,249 4,383 3,944 5,201 6,662 7,880 8,891 11,002 65.2

1979 3,689 3,778 3,479 4,725 4,878 4,390 5,784 7,412 8,775 9,914 12,280 72.6

1980 4,190 4,290 3,949 5,363 5,537 4,983 6,565 8,414 9,966 11,269 13,955 82.4

1981 4,620 4,729 4,359 5,917 6,111 5,498 7,250 9,287 11,007 12,449 . . . 90.9

1982 4,901 5,019 4,626 6,281 6,487 5,836 7,693 9,862 11,684 13,207 . . . 96.5

1983 5,061 5,180 4,775 6,483 6,697 6,023 7,938 10,178 12,049 13,630 . . . 99.6

1984 5,278 5,400 4,979 6,762 6,983 6,282 8,277 10,609 12,566 14,207 . . . 103.9

1985 5,469 5,593 5,156 6,998 7,231 6,503 8,573 10,989 13,007 14,696 . . . 107.6

1986 5,572 5,701 5,255 7,138 7,372 6,630 8,737 11,203 13,259 14,986 . . . 109.6

1987 5,778 5,909 5,447 7,397 7,641 6,872 9,056 11,611 13,737 15,509 . . . 113.6

1988 6,022 6,155 5,674 7,704 7,958 7,157 9,435 12,092 14,304 16,146 . . . 118.3

1989 6,310 6,451 5,947 8,076 8,343 7,501 9,885 12,674 14,990 16,921 . . . 124.0

1990 6,652 6,800 6,268 8,509 8,794 7,905 10,419 13,359 15,792 17,839 . . . 130.7

1991 6,932 7,086 6,532 8,865 9,165 8,241 10,860 13,924 16,456 18,587 . . . 136.2

1992 7,143 7,299 6,729 9,137 9,443 8,487 11,186 14,335 16,952 19,137 . . . 140.3

1993 7,363 7,518 6,930 9,414 9,728 8,740 11,522 14,763 17,449 19,718 . . . 144.5

1994 7,547 7,710 7,108 9,661 9,976 8,967 11,821 15,141 17,900 20,235 . . . 148.2

1995 7,763 7,929 7,309 9,933 10,259 9,219 12,158 15,569 18,408 20,804 . . . 152.4

1996 7,995 8,163 7,525 10,233 10,564 9,491 12,516 16,036 18,952 21,389 . . . 156.9

1997 8,183 8,350 7,698 10,473 10,805 9,712 12,802 16,400 19,380 21,886 . . . 160.5

1998 8,316 8,480 7,818 10,634 10,972 9,862 13,003 16,660 19,680 22,228 . . . 163.0

1999 8,501 8,667 7,990 10,869 11,214 10,075 13,290 17,029 20,127 22,727 . . . 166.6

2000 8,794 8,959 8,259 11,239 11,590 10,419 13,738 17,603 20,819 23,528 . . . 172.2

2001 9,039 9,214 8,494 11,569 11,920 10,715 14,128 18,104 21,405 24,195 . . . 177.1

2002 9,183 9,359 8,628 11,756 12,110 10,885 14,348 18,392 21,744 24,576 . . . 179.9

Year 7 persons 8 persons

9 persons

or more Year 7 persons 8 persons

9 persons

or more

1980 12,761 14,199 16,896 1992 21,594 24,053 28,745

1981 14,110 15,655 18,572 1993 22,383 24,838 29,529

1982 15,036 16,719 19,698 1994 22,923 25,427 30,300

1983 15,500 17,170 20,310 1995 23,552 26,237 31,280

1984 16,096 17,961 21,247 1996 24,268 27,091 31,971

1985 16,656 18,512 22,083 1997 24,802 27,593 32,566

1986 17,049 18,791 22,497 1998 25,257 28,166 33,339

1987 17,649 19,515 23,105 1999 25,912 28,967 34,417

1988 18,232 20,253 24,129 2000 26,754 29,701 35,060

1989 19,162 21,328 25,480 2001 27,517 30,627 36,286

1990 20,241 22,582 26,848 2002 28,001 30,907 37,062

1991 21,058 23,605 27,942
3.E Poverty

Annual Statistical Supplement, 2003 ♦ 3.11

SOURCES: U.S. Census Bureau, Current Population Survey, public-use file of the March 2002 Income Supplement. Data for 1970 and 1975 are based on the 1970 Census 

of Population controls. 

NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

For a discussion of standard errors of estimated numbers and percentages, see U.S. Census Bureau, Current Population Reports, Series P-60.

CONTACT: Curt Pauzenga (410) 965-7210.

Table 3.E2—Number and percentage of poor persons, by age, at end of selected years 1959–2001

Age and family status a

a. Income and poverty status refer to the calendar year shown; family status is as of March of the succeeding year.

1959 1970 1975 1980 1985 1990 b

b. Based on revised methodology.

2000 2001

Total population c (millions)

c. Includes armed forces in the United States living off post or with families on post. Excludes unrelated individuals under age 16.

All ages 176.5 202.5 210.4 225.0 236.6 248.6 275.9 281.5

Children under 18 in families— 64.0 69.9 64.8 62.2 62.0 64.9 70.6 70.8

With male householder d

d. Includes children in families with both spouses present and in families with male householder with no spouse present.

58.3 60.8 54.1 50.6 49.5 49.5 54.5 54.0

With female householder 5.7 9.0 10.6 11.5 12.5 15.4 16.1 16.8

18–54 e

e. Includes persons under age 18 listed as unrelated individual, family householder, spouse of householder, or other family member.

81.0 94.9 104.7 116.3 125.2 132.3 147.4 150.1

55–64 15.5 18.4 19.8 21.7 22.1 21.3 23.8 25.9

65 or older 15.6 19.3 21.7 24.7 27.3 30.1 33.0 33.8

In families 11.9 13.4 14.8 16.7 18.4 20.1 22.3 22.5

Unrelated individuals 3.7 5.8 6.9 8.0 8.9 10.0 10.7 11.2

Men 1.2 1.4 1.5 1.7 2.0 2.3 2.9 3.0

Women 2.5 4.4 5.4 6.3 7.0 7.7 7.8 8.3

Number poor c (millions)

All ages 39.5 25.3 25.9 29.3 33.1 33.6 31.1 32.9

Children under 18 in families— 17.2 10.5 10.9 11.1 12.5 13.3 11.1 11.1

With male householder d 13.1 5.7 5.3 5.2 5.8 5.3 4.9 4.7

With female householder 4.1 4.8 5.6 5.9 6.7 8.0 6.2 6.4

18–54 e 13.4 8.2 9.7 12.2 14.8 14.6 14.1 15.6

55–64 3.3 2.1 2.0 2.1 2.3 2.1 2.2 2.4

65 or older 5.5 4.7 3.3 3.9 3.5 3.7 3.4 3.4

In families 3.2 2.0 1.2 1.4 1.2 1.2 1.1 1.2

Unrelated individuals 2.3 2.7 2.1 2.4 2.3 2.5 2.2 2.2

Men 0.7 0.5 0.4 0.4 0.4 0.4 0.5 0.5

Women 1.6 2.2 1.7 2.0 1.9 2.1 1.7 1.8

Percentage poor c

All ages 22.4 12.6 12.3 13.0 14.0 13.5 11.3 11.7

Children under 18 in families— 26.9 15.0 16.8 17.9 20.1 20.5 15.7 15.7

With male householder d 22.4 9.3 9.8 10.4 11.7 10.7 8.9 8.7

With female householder 72.2 53.4 52.7 50.8 53.6 52.1 38.4 38.2

18–54 e 16.5 8.7 9.2 10.5 11.8 11.0 9.6 10.4

55–64 21.5 11.4 10.2 9.5 10.5 9.7 9.4 9.4

65 or older 35.2 24.6 15.3 15.7 12.6 12.2 10.2 10.1

In families 26.9 14.7 8.0 8.5 6.4 5.9 5.1 5.3

Unrelated individuals 61.9 47.1 31.0 30.6 25.6 24.8 20.8 19.7

Men 59.0 38.9 27.7 24.4 20.5 17.3 18.3 15.8

Women 63.3 49.7 31.9 32.3 27.0 26.9 21.8 21.2
3.E Poverty

3.12 ♦ Annual Statistical Supplement, 2003

SOURCE: U.S. Census Bureau, Current Population Survey, public-use file of the March 2002 Income Supplement. 

NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

For a discussion of standard errors of estimated numbers and percentages, see U.S. Census Bureau, Current Population Reports, Series P-60.

CONTACT: Curt Pauzenga (410) 965-7210.

Table 3.E3—Shares of money income from earnings and other sources for aged and nonaged families, 2001

Type of money income

received during year

Aged family units Nonaged family units

Individuals aged 65 or

older living alone or

with nonrelatives only

Multiperson families with

householder

aged 65 or older

Individuals under age 65

living alone or

with nonrelatives only

Multiperson families with

householder under age 65

Total Nonpoor Poor a

a. Poverty status based on money income of all family members after receipt of Social Security and any other cash transfer payments.

Total Nonpoor Poor a Total Nonpoor Poor a Total Nonpoor Poor a

Number of families and unrelated

 individuals (millions) 11.2 9 2.2 11.6 11 0.6 35.2 27.9 7.3 62.7 56.5 6.2

Percentage receiving income of specified type b

b. Received by individuals or any family member at any time during 2000. Most individuals or families received more than one type of income during the year.

Earnings 14 17 2 44 45 24 82 93 38 94 97 66

Public program payments

Social Security c

c. Social Security may include more than one type of income during the year.

92 94 85 92 94 63 6 5 11 10 10 12

Supplemental Security Income 6 3 19 4 4 18 4 1 13 3 2 10

Other public assistance 2 2 3 4 4 7 10 9 13 11 10 23

Other programs d

d. Unemployment insurance, workers’ compensation, or veterans’ payments.

4 5 2 8 9 2 7 8 3 11 11 7

Other sources

Dividends, interest, rent 56 64 25 66 69 23 46 53 18 60 65 16

Employment-related pensions,

 alimony, annuities 39 47 7 51 53 12 6 7 3 16 16 15

Percentage distribution of income, by type

Total percent 100 100 100 100 100 100 100 100 100 100 100 100

Earnings 15 15 0 33 33 17 89 90 47 90 91 67

Public program payments

Social Security c 46 43 84 32 31 64 2 1 18 2 2 9

Supplemental Security Income 1 1 9 1 e

e. Less than 0.05 percent.

10 1 e 17 e e 6

Other public assistance eeeee 222911 9

Other programs d 11111111311 2

Other sources

Dividends, interest, rent 17 18 3 15 15 2 4 4 3 4 4 1

Employment-related pensions,

 alimony, annuities 20 21 3 18 18 5 2 2 3 3 3 5

Median income (dollars) 14,224 16,681 5,900 33,748 35,316 8,654 24,695 30,358 3,872 55,510 56,361 8,736
3.E Poverty

Annual Statistical Supplement, 2003 ♦ 3.13

SOURCE: U.S. Census Bureau, Current Population Survey, public-use file of the March 2002 Income Supplement. 

NOTES: Living arrangements as of March 2002.

Poverty status in 2001 as reflected by income of unrelated individual or family money income for year compared with official poverty income criterion for families of appropriate 

size and composition.

Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

For a discussion of standard errors of estimated numbers and percentages, see U.S. Census Bureau, Current Population Reports, Series P-60.

CONTACT: Curt Pauzenga (410) 965-7210.

Table 3.E4—Current living arrangements of persons aged 65 or older, by sex and poverty status, March 2002

Living arrangement

Population (thousands) Percentage distribution Percentage

Total Poor Nonpoor Total Poor Nonpoor officially poor

All persons aged 65 or older

Total 33,770 3,414 30,357 100.0 100.0 100.0 10.1

Unrelated individuals 11,250 2,222 9,028 33.3 65.1 29.7 19.7

Family members 22,520 1,192 21,329 66.7 34.9 70.3 5.3

Householder or spouse 20,430 1,046 19,383 60.5 30.7 63.9 5.1

Other relative a

a. Aged family members who are neither the family householder nor the spouse of the householder. Official poverty classification is based on combined income of all related 

persons living together. Persons in this group are classified here on the basis of official poverty criteria for family income and on a comparison of their own income with 

official poverty criteria for elderly persons maintaining their own households. The hidden poor are other relatives in nonpoor households whose own income is below the 

official poverty line for unrelated individuals or married couples.

2,091 145 1,945 6.2 4.3 6.4 7.0

Poor by own income 848 117 731 2.5 3.4 2.4 13.8

Not poor by own income 1,242 28 1,214 3.7 0.8 4.0 2.3

Men

Subtotal 14,235 999 13,237 42.2 29.3 43.6 7.0

Unrelated individuals 2,964 469 2,495 8.8 13.7 8.2 15.8

Family members 11,272 530 10,741 33.4 15.5 35.4 4.7

Householder 7,875 311 7,565 23.3 9.1 24.9 3.9

Spouse of householder 2,963 181 2,782 8.8 5.3 9.2 6.1

Other relative a 433 38 394 1.3 1.1 1.3 8.9

Poor by own income 154 31 123 0.5 0.9 0.4 20.0

Not poor by own income 278 8 271 0.8 0.2 0.9 2.7

Women

Subtotal 19,535 2,415 17,120 57.8 70.7 56.4 12.4

Unrelated individuals 8,286 1,753 6,533 24.5 51.4 21.5 21.2

Family members 11,249 661 10,587 33.3 19.4 34.9 5.9

Householder, no husband present 1,623 215 1,408 4.8 6.3 4.6 13.3

Householder with husband present 2,261 119 2,142 6.7 3.5 7.1 5.3

Wife of householder 5,706 220 5,486 16.9 6.5 18.1 3.9

Other relative a 1,658 107 1,551 4.9 3.1 5.1 6.4

Poor by own income 694 86 608 2.1 2.5 2.0 12.5

Not poor by own income 964 20 944 2.9 0.6 3.1 2.1
3.E Poverty

3.14 ♦ Annual Statistical Supplement, 2003

SOURCE: U.S. Census Bureau, Current Population Survey, public-use file of the March 2002 Income Supplement.

NOTES: Civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

For a discussion of standard errors of estimated numbers and percentages, see Bureau of the Census, Current Population Reports, Series P-60.

. . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210.

Table 3.E6—Percentage distribution of aged families receiving Social Security benefits, by share of income from 

benefits and race, 2001

Social Security share of money income for year a

a. Payments under Social Security program any time in 2001 to any family member as reported in the March 2002 Current Population Survey.

Individuals aged 65 or older living alone

or with nonrelatives only

Multiperson families with householder

aged 65 or older

Total Nonpoor Poor

Percent

poor Total Nonpoor Poor

Percent

poor

All races b

b. Includes other races.

Number (thousands) 11,236 9,020 2,217 . . . 11,863 11,174 689 . . .

Percent 100 100 100 20 100 100 100 6

No Social Security benefits 8 6 15 39 8 6 37 26

Some Social Security benefits 92 94 85 18 92 94 63 4

Less than one-fourth of income 9 11 1 3 22 23 3 1

One-fourth to one-half of income 18 21 3 3 25 26 4 1

One-half to three-fourths of income 19 22 8 8 20 21 8 2

Three-fourths or more of income 47 40 74 31 25 23 49 12

White

Number (thousands) 9,976 8,217 1,759 . . . 10,309 9,853 456 . . .

Percent 100 100 100 18 100 100 100 4

No Social Security benefits 7 5 14 36 7 5 40 25

Some Social Security benefits 93 95 86 16 93 95 60 3

Less than one-fourth of income 9 11 1 3 22 23 3 1

One-fourth to one-half of income 18 22 2 2 26 27 3 0

One-half to three-fourths of income 19 22 7 7 21 21 6 1

Three-fourths or more of income 47 40 75 28 24 23 49 9

Black

Number (thousands) 1,037 634 403 . . . 985 846 139 . . .

Percent 100 100 100 39 100 100 100 14

No Social Security benefits 13 10 17 53 13 11 25 28

Some Social Security benefits 87 90 83 37 87 89 75 12

Less than one-fourth of income 7 11 0 2 22 25 3 2

One-fourth to one-half of income 12 17 3 12 22 24 7 5

One-half to three-fourths of income 15 20 9 22 16 17 13 12

Three-fourths or more of income 53 43 70 51 27 23 51 27
3.E Poverty

Annual Statistical Supplement, 2003 ♦ 3.15

Table 3.E8—Poverty guidelines for families of specified size, 1965–2003 (dollars)

Date of issuance a 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons Increment b

December 1965 1,540 1,990 2,440 3,130 3,685 4,135 4,635 5,135 500

August 1967 1,600 2,000 2,500 3,200 3,800 4,200 4,700 5,300 500

September 1968 1,600 2,100 2,600 3,300 3,900 4,400 4,900 5,400 500

September 1969 1,800 2,400 3,000 3,600 4,200 4,800 5,400 6,000 600

December 1970 1,900 2,500 3,100 3,800 4,400 5,000 5,600 6,200 600

November 1971 2,000 2,600 3,300 4,000 4,700 5,300 5,900 6,500 600

October 1972 2,100 2,725 3,450 4,200 4,925 5,550 6,200 6,850 650

March 1973 2,200 2,900 3,600 4,300 5,000 5,700 6,400 7,100 700

May 1974 2,330 3,070 3,810 4,550 5,290 6,030 6,770 7,510 740

March 1975 2,590 3,410 4,230 5,050 5,870 6,690 7,510 8,330 820

April 1976 2,800 3,700 4,600 5,500 6,400 7,300 8,200 9,100 900

April 1977 2,970 3,930 4,890 5,850 6,810 7,770 8,730 9,690 960

April 1978 3,140 4,160 5,180 6,200 7,220 8,240 9,260 10,280 1,020

May 1979 3,400 4,500 5,600 6,700 7,800 8,900 10,000 11,100 1,100

April 1980 3,790 5,010 6,230 7,450 8,670 9,890 11,110 12,330 1,220

March 1981 4,310 5,690 7,070 8,450 9,830 11,210 12,590 13,970 1,380

April 1982 4,680 6,220 7,760 9,300 10,840 12,380 13,920 15,460 1,540

February 1983 4,860 6,540 8,220 9,900 11,580 13,260 14,940 16,620 1,680

February 1984 4,980 6,720 8,460 10,200 11,940 13,680 15,420 17,160 1,740

March 1985 5,250 7,050 8,850 10,650 12,450 14,250 16,050 17,850 1,800

February 1986 5,360 7,240 9,120 11,000 12,880 14,760 16,640 18,520 1,880

February 1987 5,500 7,400 9,300 11,200 13,100 15,000 16,900 18,800 1,900

February 1988 5,770 7,730 9,690 11,650 13,610 15,570 17,530 19,490 1,960

February 1989 5,980 8,020 10,060 12,100 14,140 16,180 18,220 20,260 2,040

February 1990 6,280 8,420 10,560 12,700 14,840 16,980 18,120 21,260 2,140

February 1991 6,620 8,880 11,140 13,400 15,660 17,920 20,180 22,440 2,260

February 1992 6,810 9,190 11,570 13,950 16,330 18,710 21,090 23,470 2,380

February 1993 6,970 9,430 11,890 14,350 16,810 19,270 21,730 24,190 2,460

February 1994 7,360 9,840 12,320 14,800 17,280 19,760 22,240 24,720 2,480

(Continued)
3.E Poverty

3.16 ♦ Annual Statistical Supplement, 2003

SOURCE: Department of Health and Human Services, Federal Register, vol. 68, no. 26, February 7, 2003, pp. 6456–6458.

NOTES: Except for Alaska and Hawaii. Guidelines for Alaska and Hawaii since 1980 are:

Separate figures for Alaska and Hawaii reflect Office of Economic Opportunity administrative practice beginning in the 1966–1970 period. The U.S. Census Bureau, producer 

of the primary version of the poverty measure (the poverty thresholds), does not produce separate figures for Alaska and Hawaii.

Before 1983, the guidelines shown are for nonfarm families only.

CONTACT: Gordon Fisher (202) 690-5880.

February 1995 7,470 10,030 12,590 15,150 17,710 20,270 22,830 25,390 2,560

March 1996 7,740 10,360 12,980 15,600 18,220 20,840 23,460 26,080 2,620

March 1997 7,890 10,610 13,330 16,050 18,770 21,490 24,210 26,960 2,720

February 1998 8,050 10,850 13,650 16,450 19,250 22,050 24,850 27,650 2,800

March 1999 8,240 11,060 13,880 16,700 19,520 22,340 25,160 27,980 2,820

February 2000 8,350 11,250 14,150 17,050 19,950 22,850 25,750 28,650 2,900

February 2001 8,590 11,610 14,630 17,650 20,670 23,690 26,710 29,730 3,020

February 2002 8,860 11,940 15,020 18,100 21,180 24,260 27,340 30,420 3,080

February 2003 8,980 12,120 15,260 18,400 21,540 24,680 27,820 30,960 3,140

a. The guidelines are effective from the date of issuance (unless otherwise specified by a particular program using them).

b. Add this amount for each additional family member. Before 1973, increments between some of the smaller family sizes differed from the increment shown in the table. 

Beginning in 1973, the increment has been the same for all family sizes in each year’s set of guidelines.

Year

Alaska Hawaii

1 person Increment 1 person Increment

1980 4,760 1,520 4,370 1,400

1981 5,410 1,720 4,980 1,580

1982 5,870 1,920 5,390 1,770

1983 6,080 2,100 5,600 1,930

1984 6,240 2,170 5,730 2,000

1985 6,560 2,250 6,040 2,070

1986 6,700 2,350 6,170 2,160

1987 6,860 2,380 6,310 2,190

1988 7,210 2,450 6,650 2,250

1989 7,480 2,550 6,870 2,350

1990 7,840 2,680 7,230 2,460

1991 8,290 2,820 7,610 2,600

1992 8,500 2,980 7,830 2,740

1993 8,700 3,080 8,040 2,820

1994 9,200 3,100 8,470 2,850

1995 9,340 3,200 8,610 2,940

1996 9,660 3,280 8,910 3,010

1997 9,870 3,400 9,070 3,130

1998 10,070 3,500 9,260 3,220

1999 10,320 3,520 9,490 3,240

2000 10,430 3,630 9,590 3,340

2001 10,730 3,780 9,890 3,470

2002 11,080 3,850 10,200 3,540

2003 11,210 3,930 10,330 3,610

Table 3.E8—Poverty guidelines for families of specified size, 1965–2003 (dollars)—Continued

Date of issuance a 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons Increment b
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2003 ♦ 4.1

SOURCE: Department of the Treasury.

NOTES: Data for all years can be found at www.socialsecurity.gov/OACT/STATS/table4a1.html.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A1—Old-Age and Survivors Insurance, selected years 1937–2002 (in millions of dollars)

Year

Receipts Expenditures Assets

Total

Net

 contributions a

a. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service 

in 1957–2001, if such credits were considered to be covered wages.

Income

from

taxation

 of benefits

Payments

from the

general

 fund of the

Treasury b

b. Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs 

of deemed wage credits for military service performed after 1956; and (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 

1968.

Net

interest c

c. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, with a 

final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in October 1973, the 

figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust fund for interest on 

amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is 

reflected. The amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued before April 1985.

Total

Benefit

payments d

d. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, 

amounts are reduced by amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

 increase

 during year

Amount

at end

of year

1937 767 765 . . . . . . 2 1 1 . . . . . . 766 766

1938 375 360 . . . . . . 15 10 10 . . . . . . 366 1,132

1939 607 580 . . . . . . 27 14 14 . . . . . . 592 1,724

1940 368 325 . . . . . . 43 62 35 26 . . . 306 2,031

1945 1,420 1,285 . . . . . . 134 304 274 30 . . . 1,116 7,121

1950 2,928 2,667 . . . 4 257 1,022 961 61 . . . 1,905 13,721

1955 6,167 5,713 . . . . . . 454 5,079 4,968 119 -7 1,087 21,663

1960 11,382 10,866 . . . . . . 516 11,198 10,677 203 318 184 20,324

1965 16,610 16,017 . . . . . . 593 17,501 16,737 328 436 -890 18,235

1966 21,302 20,580 . . . 78 644 18,967 18,267 256 444 2,335 20,570

1967 24,034 23,138 . . . 78 818 20,382 19,468 406 508 3,652 24,222

1968 25,040 23,719 . . . 382 939 23,557 22,643 476 438 1,483 25,704

1969 29,554 27,947 . . . 442 1,165 25,176 24,210 474 491 4,378 30,082

1970 32,220 30,256 . . . 449 1,515 29,848 28,798 471 579 2,371 32,454

1971 35,877 33,723 . . . 488 1,667 34,542 33,414 514 613 1,335 33,789

1972 40,050 37,781 . . . 475 1,794 38,522 37,124 674 724 1,528 35,318

1973 48,344 45,975 . . . 442 1,928 47,175 45,745 647 783 1,169 36,487

1974 54,688 52,081 . . . 447 2,159 53,397 51,623 865 909 1,291 37,777

1975 59,605 56,816 . . . 425 2,364 60,395 58,517 896 982 -790 36,987

1976 66,276 63,362 . . . 614 2,301 67,876 65,705 959 1,212 -1,600 35,388

1977 72,412 69,572 . . . 613 2,227 75,309 73,121 981 1,208 -2,897 32,491

1978 78,094 75,471 . . . 615 2,008 83,064 80,361 1,115 1,589 -4,971 27,520

1979 90,274 87,919 . . . 557 1,797 93,133 90,573 1,113 1,448 -2,860 24,660

1980 105,841 103,456 . . . 540 1,845 107,678 105,083 1,154 1,442 -1,837 22,823

1981 125,361 122,627 . . . 675 2,060 126,695 123,803 1,307 1,585 -1,334 21,490

1982 125,198 123,673 . . . 680 845 142,119 138,806 1,519 1,793 e 598

e. Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.

22,088

1983 150,584 138,337 . . . 5,541 6,706 152,999 149,221 1,528 2,251 -2,416 19,672

1984 169,328 164,122 2,835 105 2,266 161,883 157,841 1,638 2,404 7,445 27,117

1985 184,239 176,958 3,208 2,203 1,871 171,150 167,248 1,592 2,310 e 8,725 35,842

1986 197,393 190,741 3,424 160 3,069 181,000 176,813 1,601 2,585 e 3,239 39,081

1987 210,736 202,735 3,257 55 4,690 187,668 183,587 1,524 2,557 23,068 62,149

1988 240,770 229,775 3,384 43 7,568 200,020 195,454 1,776 2,790 40,750 102,899

1989 264,653 250,195 2,439 34 11,985 212,489 207,971 1,673 2,845 52,164 155,063

1990 286,653 267,530 4,848 -2,089 16,363 227,519 222,987 1,563 2,969 59,134 214,197

1991 299,286 272,574 5,864 19 20,829 245,634 240,467 1,792 3,375 53,652 267,849

1992 311,162 280,992 5,852 14 24,303 259,861 254,883 1,830 3,148 51,301 319,150

1993 323,277 290,905 5,335 10 27,027 273,104 267,755 1,996 3,353 50,173 369,322

1994 328,271 293,323 4,995 7 29,946 284,133 279,068 1,645 3,420 44,138 413,460

1995 342,801 304,620 5,490 -129 32,820 297,760 291,630 2,077 4,052 45,041 458,502

1996 363,741 321,557 6,471 7 35,706 308,217 302,861 1,802 3,554 55,524 514,026

1997 397,169 349,946 7,426 2 39,795 322,073 316,257 2,128 3,688 75,096 589,121

1998 424,848 371,207 9,149 1 44,491 332,324 326,762 1,899 3,662 92,524 681,645

1999 457,040 396,352 10,899 f

f. Less than $500,000.

49,788 339,874 334,383 1,809 3,681 117,167 798,812

2000 490,513 421,391 11,594 . . . 57,529 358,339 352,652 2,149 3,538 132,174 930,986

2001 518,100 441,460 11,903 . . . 64,737 377,546 372,312 1,961 3,273 140,554 1,071,540

2002 539,706 455,199 12,909 414 71,184 393,749 388,119 2,137 3,493 145,957 1,217,497
4.A OASDI: Trust Funds

4.2 ♦ Annual Statistical Supplement, 2003

SOURCE: Department of the Treasury.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A2—Disability Insurance, 1957–2002 (in millions of dollars)

Year

Receipts Expenditures Assets

Total

Net

 contributions a

a. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service 

in 1957–2001, if such credits were considered to be covered wages.

Income

from

taxation

 of benefits

Payments

from the

general

 fund of the

Treasury b

b. Includes payments (1) in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; and (2) in 1971–1982, for costs of deemed 

wage credits for military service performed after 1956.

Net

interest c

c. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, with a 

final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in July 1974, the 

figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust fund for interest on 

amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is 

reflected. The amount shown for 1985 includes an interest adjustment of $14.8 million on unnegotiated checks issued before April 1985.

Total

Benefit

payments d

d. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, 

amounts are reduced by amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

 increase

 during year

Amount

at end

of year

1957 709 702 . . . . . . 7 59 57 3 . . . 649 649

1958 991 966 . . . . . . 25 261 249 12 . . . 729 1,379

1959 931 891 . . . . . . 40 485 457 50 -22 447 1,825

1960 1,063 1,010 . . . . . . 53 600 568 36 -5 464 2,289

1961 1,104 1,038 . . . . . . 66 956 887 64 5 148 2,437

1962 1,114 1,046 . . . . . . 68 1,183 1,105 66 11 -69 2,368

1963 1,165 1,099 . . . . . . 66 1,297 1,210 68 20 -133 2,235

1964 1,218 1,154 . . . . . . 64 1,407 1,309 79 19 -188 2,047

1965 1,247 1,188 . . . . . . 59 1,687 1,573 90 24 -440 1,606

1966 2,079 2,006 . . . 16 58 1,947 1,784 137 25 133 1,739

1967 2,379 2,286 . . . 16 78 2,089 1,950 109 31 290 2,029

1968 3,454 3,316 . . . 32 106 2,458 2,311 127 20 996 3,025

1969 3,792 3,599 . . . 16 177 2,716 2,557 138 21 1,075 4,100

1970 4,774 4,481 . . . 16 277 3,259 3,085 164 10 1,514 5,614

1971 5,031 4,620 . . . 50 361 4,000 3,783 205 13 1,031 6,645

1972 5,572 5,107 . . . 51 414 4,759 4,502 233 24 813 7,457

1973 6,443 5,932 . . . 52 458 5,973 5,764 190 20 470 7,927

1974 7,378 6,826 . . . 52 500 7,196 6,957 217 22 182 8,109

1975 8,035 7,444 . . . 90 502 8,790 8,505 256 29 -754 7,354

1976 8,757 8,233 . . . 103 422 10,366 10,055 285 26 -1,609 5,745

1977 9,570 9,138 . . . 128 304 11,945 11,547 399 e

e. Less than $500,000.

-2,375 3,370

1978 13,810 13,413 . . . 142 256 12,954 12,599 325 30 856 4,226

1979 15,590 15,114 . . . 118 358 14,186 13,786 371 30 1,404 5,630

1980 13,871 13,255 . . . 130 485 15,872 15,515 368 -12 -2,001 3,629

1981 17,078 16,738 . . . 168 172 17,658 17,192 436 29 -580 3,049

1982 22,715 21,995 . . . 174 546 17,992 17,376 590 26 f -358

f. Amount equals total receipts less total expenditures, less amounts loaned or plus amounts repaid under interfund borrowing provisions.

2,691

1983 20,682 17,991 . . . 1,121 1,569 18,177 17,524 625 28 2,505 5,195

1984 17,309 15,945 190 . . . 1,174 18,546 17,898 626 22 -1,237 3,959

1985 19,301 17,191 222 1,017 870 19,478 18,827 608 43 f 2,363 6,321

1986 19,439 18,399 238 . . . 803 20,522 19,853 600 68 f 1,459 7,780

1987 20,303 19,691 g -36

g. Reflects $195 million in transfers from the DI trust fund to the general fund of the Treasury to correct estimated amounts transferred for calendar years 1984 and 1985.

. . . 648 21,425 20,519 849 57 -1,122 6,658

1988 22,699 22,039 61 . . . 600 22,494 21,695 737 61 206 6,864

1989 24,795 23,993 95 . . . 707 23,753 22,911 754 88 1,041 7,905

1990 28,791 28,539 144 -775 883 25,616 24,829 707 80 3,174 11,079

1991 30,390 29,137 190 . . . 1,063 28,571 27,695 794 82 1,819 12,898

1992 31,430 30,136 232 . . . 1,062 32,004 31,112 834 58 -574 12,324

1993 32,301 31,185 281 . . . 835 35,662 34,613 966 83 -3,361 8,963

1994 52,841 51,373 311 . . . 1,157 38,879 37,744 1,029 106 13,962 22,925

1995 56,696 54,401 341 -203 2,158 42,055 40,923 1,064 68 14,641 37,566

1996 60,710 57,325 373 . . . 3,012 45,351 44,189 1,160 2 15,359 52,924

1997 60,499 56,037 470 . . . 3,992 47,034 45,695 1,280 59 13,465 66,389

1998 64,357 58,966 558 . . . 4,832 49,931 48,207 1,567 157 14,425 80,815

1999 69,541 63,203 661 . . . 5,677 53,035 51,381 1,519 135 16,507 97,321

2000 77,920 71,093 721 -836 6,942 56,782 54,983 1,639 159 21,138 118,459

2001 83,903 74,933 811 . . . 8,158 61,369 59,618 1,741 10 22,534 140,993

2002 87,379 77,272 930 . . . 9,178 67,905 65,702 2,049 154 19,475 160,468
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2003 ♦ 4.3

SOURCE: Department of the Treasury.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A3—Combined OASI and DI, 1957–2002 (in millions of dollars)

Year

Receipts Expenditures Assets

Total

Net

 contributions a

a. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service 

in 1957–2001, if such credits were considered to be covered wages.

Income

from

taxation

 of benefits

Payments

from the

general

 fund of the

Treasury b

b. Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs 

of deemed wage credits for military service performed after 1956; and (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 

1968.

Net

interest c

c. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, with a 

final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in October 1973, the 

figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust fund for interest on 

amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is 

reflected. The amount shown for 1985 includes an interest adjustment of $102.8 million on unnegotiated checks issued before April 1985.

Total

Benefit

payments d

d. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, 

amounts are reduced by amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

 increase

 during year

Amount

at end

of year

1957 8,090 7,527 . . . . . . 563 7,567 7,404 164 -2 523 23,042

1958 9,108 8,531 . . . . . . 577 8,907 8,576 207 124 201 23,243

1959 9,516 8,943 . . . . . . 572 10,793 10,298 234 260 -1,277 21,966

1960 12,445 11,876 . . . . . . 569 11,798 11,245 240 314 647 22,613

1961 12,937 12,323 . . . . . . 614 13,388 12,749 303 337 -451 22,162

1962 13,699 13,105 . . . . . . 594 15,156 14,461 322 372 -1,457 20,705

1963 16,227 15,640 . . . . . . 587 16,217 15,427 348 442 10 20,715

1964 17,476 16,843 . . . . . . 633 17,020 16,223 375 422 456 21,172

1965 17,857 17,205 . . . . . . 651 19,187 18,311 418 459 -1,331 19,841

1966 23,381 22,585 . . . 94 702 20,913 20,051 393 469 2,467 22,308

1967 26,413 25,424 . . . 94 896 22,471 21,417 515 539 3,942 26,250

1968 28,493 27,034 . . . 414 1,045 26,015 24,954 603 458 2,479 28,729

1969 33,346 31,546 . . . 458 1,342 27,892 26,767 612 513 5,453 34,182

1970 36,993 34,737 . . . 465 1,791 33,108 31,884 635 589 3,886 38,068

1971 40,908 38,343 . . . 538 2,027 38,542 37,197 719 626 2,366 40,434

1972 45,622 42,888 . . . 526 2,208 43,281 41,625 907 749 2,341 42,775

1973 54,787 51,907 . . . 494 2,386 53,148 51,508 837 802 1,639 44,414

1974 62,066 58,907 . . . 499 2,660 60,593 58,581 1,082 931 1,472 45,886

1975 67,640 64,259 . . . 515 2,866 69,184 67,022 1,152 1,010 -1,544 44,342

1976 75,034 71,595 . . . 717 2,722 78,242 75,759 1,244 1,239 -3,209 41,133

1977 81,982 78,710 . . . 741 2,531 87,254 84,667 1,379 1,208 -5,272 35,861

1978 91,903 88,883 . . . 757 2,264 96,018 92,960 1,440 1,618 -4,115 31,746

1979 105,864 103,034 . . . 675 2,155 107,320 104,359 1,483 1,477 -1,456 30,291

1980 119,712 116,711 . . . 670 2,330 123,550 120,598 1,522 1,430 -3,838 26,453

1981 142,438 139,364 . . . 843 2,231 144,352 140,995 1,743 1,614 -1,914 24,539

1982 147,913 145,667 . . . 854 1,391 160,111 156,182 2,109 1,820 e 239

e. Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.

24,778

1983 171,266 156,328 . . . 6,662 8,276 171,177 166,745 2,153 2,279 89 24,867

1984 186,637 180,067 3,025 105 3,440 180,429 175,739 2,264 2,426 6,208 31,075

1985 203,540 194,149 3,430 3,220 2,741 190,628 186,075 2,200 2,353 e 11,088 42,163

1986 216,833 209,140 3,662 160 3,871 201,522 196,667 2,202 2,653 e 4,698 46,861

1987 231,039 222,425 3,221 55 5,338 209,093 204,106 2,373 2,614 21,946 68,807

1988 263,469 251,814 3,445 43 8,168 222,514 217,149 2,513 2,851 40,955 109,762

1989 289,448 274,189 2,534 34 12,692 236,242 230,882 2,427 2,934 53,206 162,968

1990 315,443 296,070 4,992 -2,864 17,245 253,135 247,816 2,270 3,049 62,309 225,277

1991 329,676 301,711 6,054 19 21,892 274,205 268,162 2,587 3,457 55,471 280,747

1992 342,591 311,128 6,084 14 25,365 291,865 285,995 2,664 3,206 50,726 331,473

1993 355,578 322,090 5,616 10 27,862 308,766 302,368 2,963 3,435 46,812 378,285

1994 381,111 344,695 5,306 7 31,103 323,011 316,812 2,674 3,526 58,100 436,385

1995 399,497 359,021 5,831 -332 34,977 339,815 332,554 3,141 4,120 59,683 496,068

1996 424,451 378,881 6,844 7 38,718 353,569 347,050 2,962 3,556 70,883 566,950

1997 457,668 405,984 7,896 2 43,787 369,108 361,952 3,409 3,747 88,560 655,510

1998 489,204 430,174 9,707 1 49,323 382,255 374,969 3,467 3,819 106,950 762,460

1999 526,582 459,556 11,559 f

f. Less than $500,000.

55,466 392,908 385,765 3,328 3,816 133,673 896,133

2000 568,433 492,484 12,314 -836 64,471 415,121 407,635 3,788 3,698 153,312 1,049,445

2001 602,003 516,393 12,715 . . . 72,895 438,916 431,931 3,702 3,283 163,088 1,212,533

2002 627,085 532,471 13,839 414 80,362 461,653 453,821 4,185 3,647 165,432 1,377,965
4.A OASDI: Trust Funds

4.4 ♦ Annual Statistical Supplement, 2003

SOURCES: Department of the Treasury and Bureau of Economic Analysis.

NOTE: . . . = not applicable. 

CONTACT: Jeff Kunkel (410) 965-3013. 

Table 4.A4—Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal income, 

selected years 1937–2002 (in millions of dollars) 

Year

Total

 benefits

Cash benefits a

a. Unnegotiated checks not deducted.

Service benefits Rehabilitation services b

b. Vocational rehabilitation services to disabled workers and disabled children under the 1965 Amendments to the Social Security Act and to disabled widow(er)s under the 

1967 Amendments to the Social Security Act.

Personal

income c

c. Figures subject to revision.

Total benefits

as percentage

of personal

income

Old-Age and

Survivors

 Insurance d

d. For 1937–1939, refunds and lump-sum death payments under the Social Security Act of 1935.

Disability

 Insurance

Hospital

 Insurance

Supplementary

Medical

 Insurance

Old-Age and

Survivors

 Insurance

Disability

 Insurance

1937 1 1 . . . . . . . . . . . . . . . 74,300 e

e. Less than 0.05 percent.

1938 10 10 . . . . . . . . . . . . . . . 68,600 e

1939 14 14 . . . . . . . . . . . . . . . 73,100 e

1940 35 35 . . . . . . . . . . . . . . . 78,600 e

1945 274 274 . . . . . . . . . . . . . . . 171,900 0.2

1950 961 961 . . . . . . . . . . . . . . . 229,900 0.4

1955 4,968 4,968 . . . . . . . . . . . . . . . 316,800 1.6

1956 5,715 5,715 . . . . . . . . . . . . . . . 340,000 1.7

1957 7,404 7,347 57 . . . . . . . . . . . . 359,300 2.1

1958 8,576 8,327 249 . . . . . . . . . . . . 370,000 2.3

1959 10,298 9,842 457 . . . . . . . . . . . . 394,000 2.6

1960 11,245 10,677 568 . . . . . . . . . . . . 412,700 2.7

1961 12,749 11,862 887 . . . . . . . . . . . . 430,300 3.0

1962 14,461 13,356 1,105 . . . . . . . . . . . . 457,900 3.2

1963 15,427 14,217 1,210 . . . . . . . . . . . . 481,000 3.2

1964 16,223 14,914 1,309 . . . . . . . . . . . . 515,800 3.1

1965 18,311 16,737 1,573 . . . . . . . . . . . . 557,400 3.3

1966 21,070 18,267 1,781 891 128 f

f. Less than $500,000.

3 606,400 3.5

1967 25,967 19,468 1,939 3,353 1,197 f 11 650,400 4.0

1968 30,651 22,642 2,294 4,179 1,518 1 16 714,500 4.3

1969 33,371 24,209 2,542 4,739 1,865 1 15 780,800 4.3

1970 38,982 28,796 3,067 5,124 1,975 2 18 841,100 4.6

1971 45,065 33,413 3,758 5,751 2,117 2 24 905,100 5.0

1972 50,269 37,122 4,473 6,318 2,325 2 29 994,300 5.1

1973 61,091 45,741 5,718 7,057 2,526 3 46 1,113,400 5.5

1974 70,996 51,618 6,903 9,099 3,318 5 54 1,225,600 5.8

1975 82,611 58,509 8,414 11,315 4,273 9 91 1,331,700 6.2

1976 94,180 65,699 9,966 13,340 5,080 6 89 1,475,400 6.4

1977 106,443 73,113 11,463 15,737 6,038 8 84 1,637,100 6.5

1978 117,894 80,352 12,513 17,682 7,252 9 86 1,848,300 6.4

1979 133,691 90,556 13,708 20,623 8,708 18 78 2,081,500 6.4

1980 156,298 105,074 15,437 25,064 10,635 8 78 2,323,900 6.7

1981 184,450 123,795 17,199 30,342 13,113 8 -8 2,599,400 7.1

1982 207,268 138,800 17,338 35,631 15,455 6 38 2,768,400 7.5

1983 224,524 149,502 17,530 39,337 18,106 6 42 2,946,900 7.6

1984 238,682 157,862 17,900 43,257 19,661 f 1 3,274,800 7.3

1985 256,723 167,360 18,836 47,580 22,947 f f 3,515,000 7.3

1986 272,698 176,845 19,847 49,758 26,239 . . . 9 3,712,400 7.3

1987 284,487 183,644 20,512 49,496 30,820 . . . 16 3,962,500 7.2

1988 303,717 195,522 21,692 52,517 33,970 . . . 16 4,272,100 7.1

1989 329,193 207,977 22,873 60,011 38,294 . . . 38 4,599,800 7.2

1990 356,536 222,993 24,803 66,239 42,468 . . . 32 4,903,200 7.3

1991 386,912 240,436 27,662 71,549 47,229 . . . 36 5,085,400 7.6

1992 419,325 254,939 31,091 83,895 49,367 . . . 33 5,390,400 7.8

1993 449,896 267,804 34,598 93,487 53,979 . . . 28 5,610,000 8.0

1994 478,775 279,118 37,717 103,282 58,618 . . . 40 5,888,000 8.1

1995 513,959 291,682 40,898 116,368 64,972 . . . 39 6,200,900 8.3

1996 544,350 302,914 44,174 128,632 68,598 . . . 31 6,547,400 8.3

1997 572,542 316,311 45,659 137,762 72,757 . . . 53 6,937,000 8.3

1998 585,156 326,817 48,173 133,990 76,125 . . . 51 7,426,000 7.9

1999 595,326 334,437 51,331 128,766 80,724 . . . 68 7,786,500 7.6

2000 625,060 352,706 54,938 128,458 88,893 . . . 63 8,406,600 7.4

2001 672,853 372,370 59,577 141,183 99,663 . . . 60 8,685,300 7.7

2002 714,804 388,170 65,645 149,944 110,969 . . . 75 8,948,100 8.0
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2003 ♦ 4.5

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Unnegotiated checks not deducted.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2002

(in millions of dollars)

Year

Retired-worker and dependents benefits Survivors benefits

Special age-72

beneficiaries

Lump-sum

death

Total payments

Retired

 workers

Wives

and

 husbands Children Children

Widowed

mothers and

fathers Widow(er)s Parents

1937 1 . . . . . . . . . . . . . . . . . . . . . . . . 1

1938 10 . . . . . . . . . . . . . . . . . . . . . . . . 10

1939 14 . . . . . . . . . . . . . . . . . . . . . . . . 14

1940 35 15 2 a

a. Less than $500,000.

3 2 a a . . . 9

1945 274 126 21 2 52 27 20 1 . . . 26

1950 961 557 88 6 135 49 89 3 . . . 33

1955 4,968 3,253 466 29 532 163 396 16 . . . 113

1956 5,715 3,793 536 33 581 177 469 17 . . . 109

1957 7,347 4,888 756 43 651 198 653 19 . . . 139

1958 8,327 5,567 851 56 720 223 757 20 . . . 133

1959 9,842 6,548 982 77 855 263 921 25 . . . 171

1960 10,677 7,053 1,051 92 945 286 1,057 28 . . . 164

1961 11,862 7,802 1,124 106 1,080 316 1,232 31 . . . 171

1962 13,356 8,813 1,216 134 1,171 336 1,470 34 . . . 183

1963 14,217 9,391 1,258 146 1,222 348 1,612 34 . . . 206

1964 14,914 9,854 1,277 150 1,275 354 1,754 33 . . . 216

1965 16,737 10,984 1,383 175 1,515 388 2,041 35 . . . 217

1966 18,267 11,727 1,429 216 1,812 415 2,351 35 44 237

1967 19,468 12,372 1,456 221 1,855 420 2,545 34 313 252

1968 22,642 14,278 1,673 253 2,207 478 3,117 37 330 269

1969 24,209 15,385 1,750 260 2,322 490 3,371 36 303 291

1970 28,796 18,438 2,029 303 2,760 574 4,055 39 305 294

1971 33,413 21,544 2,323 352 3,168 630 4,763 41 285 306

1972 37,122 24,143 2,532 382 3,433 679 5,326 43 263 320

1973 45,741 29,336 3,000 457 4,002 801 7,505 48 264 329

1974 51,618 33,369 3,309 533 4,399 898 8,497 49 237 327

1975 58,509 38,079 3,719 634 4,888 1,009 9,597 50 196 337

1976 65,699 43,083 4,117 736 5,336 1,113 10,757 51 174 332

1977 73,113 48,186 4,559 830 5,759 1,191 12,068 52 157 312

1978 80,352 53,255 4,983 921 6,093 1,284 13,278 51 142 344

1979 90,556 60,379 5,554 1,014 6,608 1,409 15,071 52 128 340

1980 105,074 70,358 6,405 1,142 7,389 1,572 17,638 55 119 394

1981 123,795 83,614 7,543 1,321 8,307 1,760 20,749 58 110 332

1982 138,800 95,123 8,539 1,223 8,204 1,861 23,488 59 100 203

1983 149,502 103,578 9,328 1,143 7,911 1,771 25,425 56 85 205

1984 157,862 109,957 9,860 1,135 7,775 1,474 27,325 53 71 212

1985 167,360 116,823 10,517 1,140 7,762 1,474 29,330 51 57 207

1986 176,845 123,584 11,152 1,166 7,843 1,457 31,345 48 47 203

1987 183,644 128,513 11,598 1,183 7,846 1,388 32,833 44 36 203

1988 195,522 136,987 12,292 1,219 8,120 1,392 35,233 43 29 208

1989 207,977 146,027 13,054 1,249 8,254 1,401 37,723 41 21 206

1990 222,993 156,756 13,953 1,316 8,564 1,437 40,705 39 16 206

1991 240,436 169,142 14,986 1,405 9,022 1,490 44,139 38 12 202

1992 254,939 179,372 15,810 1,494 9,431 1,521 47,060 37 9 206

1993 267,804 188,440 16,356 1,563 9,897 1,547 49,746 36 6 214

1994 279,118 196,400 16,854 1,637 10,293 1,551 52,124 34 4 220

1995 291,682 205,315 17,348 1,715 10,717 1,573 54,761 32 3 218

1996 302,914 213,423 17,715 1,799 11,217 1,486 57,025 31 1 218

1997 316,311 223,554 18,154 1,882 11,660 1,466 59,349 30 1 216

1998 326,817 232,324 18,395 1,940 11,936 1,435 60,540 29 a 218

1999 334,437 238,478 18,415 1,992 12,125 1,415 61,769 27 a 216

2000 352,706 253,542 18,969 2,133 12,532 1,406 63,884 26 a 214

2001 372,370 268,976 19,491 2,332 13,134 1,441 66,758 26 a 212

2002 388,170 281,624 19,884 2,475 13,690 1,476 68,782 25 a 213
4.A OASDI: Trust Funds

4.6 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Unnegotiated checks not deducted.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A6—Total annual benefits paid from DI trust fund, by type of benefit, 1957–2002 (in millions of dollars)

Year Total Disabled workers Wives and husbands Children

1957 57 57 . . . . . .

1958 249 246 1 1

1959 457 390 29 38

1960 568 489 32 48

1961 887 724 54 109

1962 1,105 888 68 149

1963 1,210 965 73 172

1964 1,309 1,044 79 186

1965 1,573 1,246 95 232

1966 1,781 1,394 108 280

1967 1,939 1,519 113 307

1968 2,294 1,804 131 360

1969 2,542 2,014 139 389

1970 3,067 2,448 165 454

1971 3,758 3,028 192 539

1972 4,473 3,626 224 623

1973 5,718 4,676 281 760

1974 6,903 5,662 320 920

1975 8,414 6,908 385 1,121

1976 9,966 8,190 447 1,328

1977 11,463 9,456 505 1,503

1978 12,513 10,315 541 1,657

1979 13,708 11,333 581 1,794

1980 15,437 12,816 638 1,983

1981 17,199 14,379 684 2,136

1982 17,338 14,811 652 1,875

1983 17,530 15,196 607 1,728

1984 17,900 15,623 536 1,741

1985 18,836 16,483 545 1,809

1986 19,847 17,409 547 1,890

1987 20,512 18,053 532 1,926

1988 21,692 19,165 529 1,999

1989 22,873 20,314 523 2,036

1990 24,803 22,113 531 2,159

1991 27,662 24,738 550 2,374

1992 31,091 27,856 572 2,663

1993 34,598 30,913 572 3,112

1994 37,717 33,711 579 3,428

1995 40,898 36,610 577 3,711

1996 44,174 39,625 515 4,034

1997 45,659 41,083 479 4,098

1998 48,173 43,467 457 4,249

1999 51,331 46,459 433 4,439

2000 54,938 49,848 421 4,670

2001 59,577 54,244 416 4,917

2002 65,645 59,886 423 5,337
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.7

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Labor Statistics; and Bureau of Economic Analysis.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B1—Number of workers with taxable earnings, amount of earnings, and Social Security numbers issued,

selected years 1937–2002

Year

Number a (thousands)

a. Relates to wage and salary workers for 1937–1950. Beginning in 1951, includes self-employment. See Table 2.A3 for annual maximum taxable earnings.

Earnings

Social

Security

numbers

issued b

(thousands)

b. Excludes railroad account numbers. Since program began, 414 million Social Security numbers have been issued. Some individuals have been issued more than one 

number.

Total

With

maximum

earnings

New

entrants

into

covered

employment c

c. Workers reported with first taxable earnings under program in specified year. During 1937–2001, 309.5 million different persons reported with taxable earnings.

Total in

covered

employment d

(millions of

dollars)

d. Total wages, including estimated amounts above taxable limit, for 1937–1950. Beginning in 1951, also includes reported total net earnings of self-employed persons.

Reported taxable a Average per worker (dollars)

Amount

(millions of

dollars)

Percentage

of total

Total

earnings d Reported

taxable

1937 32,900 1,031 32,900 32,200 29,620 92.0 979 900 37,139

1940 35,390 1,196 4,430 35,700 32,970 92.4 1,009 932 5,227

1945 46,390 6,361 3,480 71,600 62,950 87.9 1,543 1,357 3,321

1950 48,280 13,936 2,520 109,800 87,500 79.7 2,274 1,812 2,891

1951 58,120 14,270 6,000 148,900 120,770 81.1 2,562 2,078 4,927

1952 59,580 16,606 3,500 159,900 128,640 80.5 2,684 2,159 4,363

1953 60,840 19,013 3,090 173,000 135,870 78.5 2,844 2,233 3,464

1954 59,610 18,866 2,360 171,900 133,520 77.7 2,884 2,240 2,743

1955 65,200 16,704 4,760 196,100 157,540 80.3 3,008 2,416 4,323

1956 67,610 19,236 3,660 216,800 170,720 78.8 3,207 2,525 4,376

1957 70,590 21,095 3,380 233,900 181,380 77.5 3,314 2,569 3,639

1958 69,770 21,328 2,450 236,500 180,720 76.4 3,390 2,590 2,290

1959 71,700 19,112 3,180 255,000 202,310 79.3 3,556 2,822 3,388

1960 72,530 20,310 3,130 265,200 207,000 78.1 3,656 2,854 3,415

1961 72,820 21,265 2,990 270,700 209,640 77.4 3,717 2,879 3,370

1962 74,280 23,154 3,360 289,000 219,050 75.8 3,891 2,949 4,519

1963 75,540 24,570 3,520 302,300 225,550 74.6 4,002 2,986 8,617

1964 77,430 26,717 3,890 324,500 236,390 72.8 4,191 3,053 5,623

1965 80,680 29,136 4,620 351,700 250,730 71.3 4,359 3,108 6,131

1966 84,600 20,498 5,080 390,700 312,540 80.0 4,618 3,694 6,506

1967 87,040 22,948 4,530 422,300 329,960 78.1 4,852 3,791 5,920

1968 89,380 19,120 4,830 460,000 375,840 81.7 5,147 4,205 5,862

1969 92,060 22,577 5,160 502,800 402,550 80.1 5,462 4,373 6,289

1970 93,090 24,224 4,440 531,600 415,600 78.2 5,711 4,464 6,132

1971 93,340 26,404 4,470 559,700 426,960 76.3 5,996 4,574 6,401

1972 96,240 24,074 5,150 617,900 484,110 78.3 6,420 5,030 9,564

1973 99,830 20,250 5,670 686,700 561,850 81.8 6,879 5,628 10,038

1974 101,330 15,310 4,940 746,700 636,760 85.3 7,369 6,284 7,998

1975 100,200 15,070 4,120 787,600 664,660 84.4 7,860 6,633 8,164

1976 102,600 15,330 4,700 874,700 737,700 84.3 8,525 7,190 9,043

1977 105,800 15,700 5,070 960,100 816,550 85.0 9,075 7,718 7,724

1978 110,600 17,050 5,460 1,092,600 915,600 83.8 9,879 8,278 5,260

1979 112,700 11,236 4,883 1,222,200 1,067,000 87.3 10,845 9,468 5,213

1980 113,000 9,903 4,243 1,328,800 1,180,700 88.9 11,759 10,449 5,984

1981 113,000 8,594 4,090 1,450,900 1,294,100 89.2 12,840 11,452 5,581

1982 111,800 7,929 3,408 1,516,600 1,365,300 90.0 13,565 12,212 5,362

1983 112,100 7,044 3,914 1,615,200 1,454,100 90.0 14,409 12,971 6,699

1984 116,300 7,421 4,743 1,800,800 1,608,800 89.3 15,484 13,833 5,980

1985 119,800 7,766 4,756 1,936,800 1,722,600 88.9 16,167 14,379 5,720

1986 122,900 7,624 4,641 2,081,800 1,844,400 88.6 16,939 15,007 5,711

1987 125,600 7,735 4,956 2,237,000 1,960,000 87.6 17,811 15,605 11,621

1988 129,600 8,483 5,489 2,432,800 2,088,400 85.8 18,772 16,114 11,370

1989 131,700 8,110 4,856 2,578,700 2,239,500 86.8 19,580 17,005 8,049

1990 133,600 7,575 4,012 2,703,800 2,358,000 87.2 20,238 17,650 9,054

1991 133,000 7,483 3,541 2,760,500 2,422,500 87.8 20,756 18,214 7,509

1992 134,000 7,667 3,918 2,917,800 2,532,900 86.8 21,775 18,902 6,819

1993 136,100 7,617 4,204 3,022,900 2,636,100 87.2 22,211 19,369 5,893

1994 138,200 7,518 4,591 3,197,000 2,785,200 87.1 23,133 20,153 5,816

1995 141,000 8,191 4,621 3,401,800 2,919,100 85.8 24,126 20,703 5,465

1996 143,400 8,682 4,620 3,587,600 3,073,500 85.7 25,018 21,433 5,533

1997 146,145 9,022 4,710 3,858,721 3,285,000 85.1 26,403 22,478 5,413

1998 148,786 9,372 4,904 4,172,641 3,524,900 84.5 28,045 23,691 5,288

1999 e

e. Preliminary data.

 151,293 9,211 4,957 4,461,350 3,749,700 84.0 29,488 24,784 5,306

2000 e 153,517 9,484 4,958 4,784,417 3,987,100 83.3 31,165 25,972 5,476

2001 f

f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics.

 153,743 9,092 4,425 4,869,241 4,142,573 85.1 31,671 26,945 5,883

2002 g

g. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis.

 152,795 h

h. Data not available.

h 4,960,638 4,227,023 85.2 32,466 27,665 5,699
4.B OASDI: Covered Workers

4.8 ♦ Annual Statistical Supplement, 2003

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Labor Statistics; and Bureau of Economic Analysis.

NOTE: See Table 4.B1 for wage and salary data before 1951.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B2—Number with taxable earnings and amount of earnings, by type of earnings, 1951–2002

Year

Number a

(thousands)

a. Represents total number in specified type of employment. Persons with both types of covered employment during the year are included in each type.

Wage and salary Self-employed

Total in

covered

employment b

(millions of

dollars)

b. Total wages, including estimated amounts above the taxable limit.

Reported taxable

Average per worker 

(dollars)

Total in

covered

employment c

(millions of

dollars)

c. Reported self-employment net earnings.

Reported taxable

Average per worker 

(dollars)

Wage and

salary

Selfemployed

Amount d

(millions of

dollars)

d. See Table 2.A3 for annual maximum taxable earnings.

Percentage

of total

wages

Total

wages b Reportedtaxable d

Amount d

(millions of

dollars)

Percentage

of total selfemploymentTotal

earnings c Reportedtaxable d

1951 54,630 4,190 132,500 111,250 84.0 2,425 2,036 16,400 9,520 58.0 3,914 2,272

1952 56,060 4,240 143,500 118,880 82.8 2,560 2,121 16,400 9,760 59.5 3,868 2,302

1953 57,220 4,340 156,000 125,840 80.7 2,726 2,199 17,000 10,030 59.0 3,917 2,311

1954 55,940 4,350 155,100 123,410 79.6 2,773 2,206 16,800 10,110 60.2 3,862 2,324

1955 59,560 6,810 171,600 141,810 82.6 2,881 2,381 24,500 15,730 64.2 3,598 2,310

1956 61,560 7,390 188,500 153,010 81.2 3,062 2,486 28,300 17,710 62.6 3,829 2,396

1957 64,730 7,150 205,500 163,990 79.8 3,175 2,533 28,400 17,390 61.2 3,972 2,432

1958 64,040 7,130 208,000 163,140 78.4 3,248 2,547 28,500 17,580 61.7 3,997 2,466

1959 66,000 7,060 225,100 183,620 81.6 3,411 2,782 29,900 18,690 62.5 4,235 2,647

1960 66,980 6,870 236,000 188,580 79.9 3,523 2,815 29,200 18,420 63.1 4,250 2,681

1961 67,360 6,790 240,700 190,850 79.3 3,573 2,833 30,000 18,790 62.6 4,418 2,767

1962 68,890 6,720 257,700 200,130 77.7 3,741 2,905 31,300 18,920 60.4 4,658 2,815

1963 70,310 6,590 270,600 206,840 76.4 3,849 2,942 31,700 18,710 59.0 4,810 2,839

1964 72,230 6,480 290,900 217,430 74.7 4,027 3,010 33,600 18,960 56.4 5,185 2,926

1965 75,430 6,550 311,400 230,830 74.1 4,128 3,060 40,300 19,900 49.4 6,153 3,038

1966 79,460 6,630 346,700 287,860 83.0 4,363 3,623 44,000 24,680 56.1 6,637 3,722

1967 82,020 6,470 377,500 305,670 81.0 4,603 3,727 44,800 24,290 54.2 6,924 3,754

1968 84,470 6,570 413,600 348,500 84.3 4,896 4,126 46,400 27,340 58.9 7,062 4,161

1969 87,200 6,350 455,700 375,010 82.3 5,226 4,301 47,100 27,540 58.5 7,417 4,337

1970 88,180 6,270 483,600 388,680 80.4 5,484 4,408 48,000 26,920 56.1 7,656 4,293

1971 88,460 6,290 509,000 399,550 78.5 5,754 4,517 50,700 27,410 54.1 8,060 4,358

1972 91,220 6,600 563,300 452,050 80.3 6,175 4,956 54,600 32,060 58.7 8,273 4,858

1973 94,610 7,100 624,400 523,450 83.8 6,600 5,533 62,300 38,400 61.6 8,775 5,408

1974 96,190 7,040 681,600 594,400 87.2 7,086 6,179 65,200 42,360 65.0 9,261 6,017

1975 94,900 7,000 717,200 621,100 86.6 7,557 6,545 70,400 43,560 61.9 10,057 6,223

1976 97,230 7,400 797,200 689,200 86.4 8,199 7,088 76,800 48,500 63.2 10,378 6,554

1977 100,450 7,480 879,500 763,600 86.8 8,935 7,602 80,600 52,950 65.7 10,775 7,079

1978 104,810 8,040 998,900 856,100 85.7 9,531 8,168 93,700 59,500 63.5 11,654 7,400

1979 106,900 8,200 1,122,000 997,500 88.9 10,496 9,331 100,200 69,500 69.4 12,220 8,476

1980 107,200 8,200 1,231,000 1,109,000 90.1 11,483 10,345 97,800 71,700 73.3 11,927 8,744

1981 107,300 8,250 1,352,000 1,220,000 90.2 12,600 11,370 98,900 74,100 74.9 11,988 8,982

1982 105,800 8,550 1,418,000 1,290,000 91.0 13,403 12,193 98,600 75,300 76.4 11,532 8,807

1983 105,900 9,200 1,502,000 1,369,000 91.1 14,183 12,927 113,200 85,100 75.2 12,304 9,250

1984 109,900 9,900 1,671,500 1,515,000 90.6 15,209 13,785 129,300 93,800 72.5 13,061 9,475

1985 113,100 10,600 1,794,500 1,621,000 90.3 15,866 14,332 142,300 101,600 71.4 13,425 9,585

1986 115,900 11,200 1,921,000 1,730,800 90.1 16,575 14,934 160,800 113,600 70.6 14,357 10,143

1987 118,200 12,000 2,057,100 1,835,100 89.2 17,404 15,525 179,900 124,900 69.4 14,992 10,408

1988 122,100 12,400 2,224,700 1,952,000 87.7 18,220 15,987 208,100 136,400 65.5 16,782 11,000

1989 123,900 12,900 2,367,800 2,096,000 88.5 19,111 16,917 210,900 143,500 68.0 16,349 11,124

1990 126,100 12,500 2,510,000 2,222,000 88.5 19,905 17,621 193,800 136,000 70.2 15,504 10,880

1991 125,200 12,800 2,565,000 2,283,000 89.0 20,487 18,235 195,500 139,500 71.4 15,273 10,898

1992 126,000 13,100 2,711,000 2,386,000 88.0 21,516 18,937 206,800 146,600 71.0 15,786 11,214

1993 128,100 13,200 2,808,900 2,483,400 88.4 21,927 19,386 214,000 152,700 71.4 16,212 11,568

1994 130,100 13,300 2,964,100 2,624,500 88.5 22,783 20,173 232,900 160,700 69.0 17,511 12,083

1995 132,800 13,500 3,159,100 2,754,300 87.2 23,788 20,740 242,700 164,800 67.9 17,978 12,207

1996 135,100 13,900 3,331,900 2,901,700 87.1 24,662 21,478 255,700 171,800 67.2 18,396 12,360

1997 137,765 14,020 3,586,721 3,104,300 86.5 26,035 22,533 272,000 180,700 66.4 19,401 12,889

1998 140,386 14,230 3,882,341 3,333,700 85.9 27,655 23,747 290,300 191,200 65.9 20,401 13,436

1999 e

e. Preliminary data. 

142,653 14,550 4,154,350 3,548,100 85.4 29,122 24,872 307,000 201,600 65.7 21,100 13,856

2000 e 144,667 14,800 4,460,317 3,778,900 84.7 30,832 26,121 324,100 208,200 64.2 21,899 14,068

2001 f

f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics.

144,803 14,950 4,541,341 3,928,000 86.5 31,362 27,127 327,900 214,573 65.4 21,933 14,353

2002 g

g. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis.

144,034 14,619 4,617,951 4,002,759 86.7 32,062 27,790 342,687 224,264 65.4 23,441 15,341
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.9

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B3—Number of workers and median annual earnings, by type of earnings and sex,

selected years 1937–2001

Year

All workers a

a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total.

Wage and salary Self-employed b

b. Not covered before 1951.

Total Men Women Subtotal Men Women Subtotal Men Women

Number (thousands)

1937 32,900 23,810 9,090 32,900 23,810 9,090 . . . . . . . . .

1940 35,390 25,570 9,820 35,390 25,570 9,820 . . . . . . . . .

1945 46,390 28,820 17,570 46,390 28,820 17,570 . . . . . . . . .

1950 48,280 32,620 15,660 48,280 32,620 15,660 . . . . . . . . .

1955 65,200 43,140 22,060 59,560 38,240 21,320 6,810 5,980 830

1960 72,530 47,900 24,630 66,980 43,100 23,880 6,870 5,990 880

1965 80,680 51,990 28,690 75,430 47,500 27,930 6,550 5,640 910

1970 93,090 57,330 35,760 88,180 53,180 35,000 6,270 5,370 900

1975 100,200 59,520 40,680 94,900 55,140 39,760 7,000 5,790 1,210

1980 113,000 64,288 48,712 107,200 59,751 47,449 8,200 6,407 1,793

1985 119,800 66,113 53,687 113,100 61,285 51,815 10,600 7,623 2,977

1986 122,900 67,412 55,488 115,900 62,398 53,502 11,200 7,932 3,268

1987 125,600 68,591 57,009 118,200 63,306 54,894 12,000 8,450 3,550

1988 129,600 70,596 59,004 122,100 65,270 56,830 12,400 8,630 3,770

1989 131,700 71,517 60,183 123,900 66,105 57,795 12,900 8,842 4,058

1990 133,600 72,291 61,309 126,100 67,064 59,036 12,500 8,526 3,974

1991 133,000 71,787 61,213 125,200 66,406 58,794 12,800 8,669 4,131

1992 134,000 72,016 61,984 126,000 66,543 59,457 13,100 8,797 4,303

1993 136,100 73,154 62,946 128,100 67,673 60,427 13,200 8,840 4,360

1994 138,200 73,989 64,211 130,100 68,481 61,619 13,300 8,840 4,460

1995 141,000 75,444 65,556 132,800 69,900 62,900 13,500 8,908 4,592

1996 143,400 76,241 67,158 135,100 70,670 64,429 13,900 9,074 4,826

1997 146,145 77,498 68,647 137,765 71,910 65,855 14,020 9,078 4,942

1998 148,786 78,671 70,115 140,386 73,111 67,275 14,230 9,108 5,122

1999 c

c. Preliminary data.

151,293 79,868 71,425 142,653 74,206 68,447 14,550 9,240 5,310

2000 c 153,517 80,922 72,591 144,667 75,132 69,535 14,800 9,266 5,534

2001 c 153,743 80,992 72,748 144,803 75,218 69,585 14,950 9,229 5,721

Median earnings d (dollars)

d. For all workers, medians relate to combined earnings from wage and salary employment and self-employment. For all wage and salary workers, medians relate to wages 

and salaries only.

1937 761 945 484 761 945 484 . . . . . . . . .

1940 746 935 472 746 935 472 . . . . . . . . .

1945 1,159 1,654 770 1,159 1,654 770 . . . . . . . . .

1950 1,926 2,532 1,124 1,926 2,532 1,124 . . . . . . . . .

1955 2,438 3,315 1,351 2,383 3,348 1,338 2,397 2,550 1,552

1960 2,894 3,879 1,679 2,833 3,875 1,676 2,903 3,129 1,695

1965 3,414 4,685 1,984 3,319 4,630 1,979 3,858 4,242 1,898

1970 4,375 6,180 2,735 4,317 6,173 2,770 5,104 5,683 2,360

1975 5,803 8,250 3,730 5,790 8,315 3,794 6,700 7,846 3,113

1980 8,549 11,963 6,012 8,612 12,166 6,106 8,699 10,572 4,133

1985 11,265 14,959 8,293 11,638 15,706 8,525 9,877 12,301 5,529

1986 11,831 15,579 8,796 12,064 16,025 9,019 10,424 12,908 6,152

1987 12,327 16,073 9,261 12,576 16,559 9,500 10,886 13,401 6,573

1988 12,825 16,613 9,753 13,086 17,055 9,992 11,478 14,090 7,036

1989 13,314 17,014 10,265 13,762 17,800 10,577 11,602 14,538 7,010

1990 13,898 17,582 10,837 14,432 18,483 11,199 11,220 14,097 6,898

1991 14,278 17,765 11,369 14,859 18,730 11,767 11,125 13,703 7,186

1992 14,739 18,208 11,842 15,386 19,292 12,268 11,392 13,966 7,452

1993 15,000 18,430 12,093 15,665 19,516 12,546 11,595 14,128 7,720

1994 15,560 19,249 12,422 16,010 19,969 12,807 12,051 14,737 8,002

1995 16,108 19,907 12,897 16,618 20,672 13,296 12,198 14,931 8,301

1996 16,712 20,779 13,335 17,256 21,591 13,763 12,481 15,300 8,628

1997 17,562 21,814 14,043 18,127 22,693 14,482 12,910 15,911 8,944

1998 18,513 23,028 14,834 19,103 23,920 15,290 13,462 16,565 9,365

1999 c 19,266 23,925 15,482 19,885 24,839 15,956 14,046 17,334 9,795

2000 c 20,217 25,021 16,302 20,872 25,978 16,814 14,399 17,785 10,118

2001 c 20,826 25,574 16,968 21,516 26,528 17,518 14,349 17,881 10,215
4.B OASDI: Covered Workers

4.10 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B4—Percentage of workers with earnings below annual maximum taxable, by sex,

selected years 1937–2001

Year

All workers a

a. For 1937–1950, relates to wage and salary workers. Beginning in 1951, includes self-employed workers.

All self-employed workers Annual maximum

Total Men Women Total Men Women taxable earnings (dollars)

1937 96.9 95.8 99.7 . . . . . . . . . 3,000

1940 96.6 95.4 99.7 . . . . . . . . . 3,000

1945 86.3 78.6 98.9 . . . . . . . . . 3,000

1950 71.1 59.9 94.6 . . . . . . . . . 3,000

1951 75.5 64.6 96.7 65.4 62.6 83.3 3,600

1952 72.1 60.0 95.4 64.1 61.2 83.5 3,600

1953 68.8 55.5 93.8 62.9 59.5 83.1 3,600

1954 68.4 55.4 93.0 62.6 58.8 82.8 3,600

1955 74.4 63.4 95.9 74.0 72.3 86.3 4,200

1956 71.6 59.7 94.5 71.2 69.1 86.0 4,200

1957 70.1 58.7 93.1 69.6 67.2 85.5 4,200

1958 69.4 58.4 91.8 68.8 66.3 85.7 4,200

1959 73.3 62.7 94.3 72.0 69.6 88.0 4,800

1960 72.0 60.9 93.5 71.6 69.2 87.7 4,800

1961 70.8 59.6 92.4 70.3 67.8 86.9 4,800

1962 68.8 57.1 91.1 67.9 65.3 85.3 4,800

1963 67.5 55.5 90.0 66.3 63.4 85.3 4,800

1964 65.5 53.1 88.5 63.8 60.5 84.4 4,800

1965 63.9 51.0 87.3 59.5 55.8 82.5 4,800

1966 75.8 64.4 95.6 68.3 65.0 88.4 6,600

1967 73.6 61.5 94.2 66.7 63.2 87.5 6,600

1968 78.6 68.0 96.3 70.3 67.2 89.7 7,800

1969 75.5 62.8 96.0 68.3 65.0 89.1 7,800

1970 74.0 61.8 93.5 67.8 64.3 88.3 7,800

1971 71.7 59.1 91.7 66.7 63.3 86.2 7,800

1972 75.0 62.9 93.9 68.8 65.0 89.7 9,000

1973 79.7 68.9 96.2 71.1 67.4 91.0 10,800

1974 84.9 76.2 97.8 75.7 72.1 94.0 13,200

1975 84.9 76.4 97.5 77.8 74.4 93.9 14,100

1976 85.1 76.3 97.5 78.6 75.1 94.3 15,300

1977 85.2 76.3 97.5 79.3 75.8 94.1 16,500

1978 84.6 75.4 97.1 79.3 75.6 94.0 17,700

1979 90.0 83.6 98.6 84.3 81.3 95.9 22,900

1980 91.2 85.5 98.8 86.9 84.2 96.6 25,900

1981 92.4 87.4 99.0 89.4 87.1 97.2 29,700

1982 92.9 88.3 98.9 91.0 88.8 97.7 32,400

1983 93.7 89.6 99.0 92.0 90.0 97.7 35,700

1984 93.6 89.4 98.9 91.8 89.7 97.6 37,800

1985 93.5 89.3 98.8 92.0 89.8 97.5 39,600

1986 93.8 89.7 98.7 92.3 90.2 97.5 42,000

1987 93.9 89.9 98.6 92.5 90.4 97.5 43,800

1988 93.5 89.4 98.3 91.7 89.4 97.1 45,000

1989 93.8 90.1 98.3 92.4 90.1 97.3 48,000

1990 94.3 90.9 98.4 93.3 91.3 97.7 51,300

1991 94.4 91.1 98.3 93.6 91.6 97.7 53,400

1992 94.3 91.0 98.1 93.6 91.7 97.6 55,500

1993 94.4 91.3 98.1 93.7 91.9 97.4 57,600

1994 94.6 91.4 98.1 93.9 92.0 97.5 60,600

1995 94.2 91.0 97.9 93.9 92.0 97.5 61,200

1996 93.9 90.6 97.7 93.9 92.0 97.4 62,700

1997 93.8 90.5 97.6 93.8 91.9 97.3 65,400

1998 93.7 90.3 97.5 94.0 92.2 97.3 68,400

1999 b

b. Preliminary data.

93.9 90.7 97.5 94.2 92.3 97.4 72,600

2000 b 93.8 90.6 97.4 94.2 92.3 97.3 76,200

2001 b 94.1 91.0 97.5 94.6 92.7 97.5 80,400
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.11

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTES: Age refers to age attained during year.

. . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B5—Number of workers, by sex and age, selected years 1937–2001 (in thousands)

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older

All workers

1937 32,900 3,277 6,302 5,480 4,413 3,688 3,055 2,580 1,918 1,308 384 398 a 97

a. Represents workers attaining age 65 during the year. Workers aged 65 or older were not covered under the program in that year.

. . . . . .

1940 35,390 2,963 6,481 5,794 4,904 3,930 3,342 2,706 2,147 1,488 437 494 451 106 152

1945 46,390 6,313 5,908 5,571 5,495 5,288 4,623 4,061 3,275 2,577 831 926 975 214 333

1950 48,280 4,469 7,057 6,732 5,991 5,609 5,016 4,076 3,375 2,597 811 1,052 979 210 306

1955 65,200 5,410 7,065 7,499 7,801 7,458 7,222 6,507 5,299 4,261 1,423 1,893 2,091 537 734

1960 72,530 6,328 8,749 7,461 7,812 8,301 7,938 7,432 6,448 4,996 1,643 2,102 1,989 419 912

1965 80,680 8,556 11,066 8,261 7,488 8,120 8,550 7,936 7,163 5,931 1,943 2,272 2,027 424 943

1970 93,090 10,790 14,945 10,587 8,492 8,028 8,539 8,647 7,700 6,594 2,236 2,692 2,362 475 1,003

1975 100,200 11,939 16,419 13,852 10,304 8,644 7,997 8,157 7,896 6,626 2,289 2,543 2,139 444 951

1980 113,000 12,372 18,403 16,464 14,184 10,982 9,003 7,961 7,768 7,076 2,326 2,632 2,292 491 1,046

1985 119,800 10,685 17,727 18,012 16,193 14,276 10,961 8,713 7,435 6,870 2,410 2,726 2,206 489 1,097

1990 133,600 10,907 16,760 18,701 18,696 17,008 14,984 11,119 8,533 6,928 2,454 2,854 2,687 605 1,362

1995 141,000 10,832 15,465 17,078 18,692 18,760 16,918 14,622 10,510 7,667 2,440 2,777 2,836 699 1,704

1996 143,400 11,156 15,251 17,184 18,389 19,026 17,481 15,108 11,205 7,942 2,520 2,804 2,863 698 1,772

1997 146,145 11,402 15,486 17,156 18,033 19,279 17,964 15,369 12,023 8,453 2,569 2,902 2,913 731 1,865

1998 148,786 11,904 15,712 17,010 17,694 19,366 18,393 15,763 12,662 8,947 2,687 2,991 2,970 753 1,932

1999 b

b. Preliminary data.

151,293 12,228 16,093 16,728 17,480 19,368 18,717 16,325 13,346 9,328 2,759 3,097 3,015 774 2,036

2000 b 153,517 12,234 16,523 16,237 17,485 18,990 18,989 16,839 14,176 9,646 2,857 3,259 3,186 860 2,235

2001 b 153,743 11,541 16,766 15,831 17,421 18,485 19,062 17,222 14,546 10,238 2,958 3,329 3,239 854 2,250

Men

1937 23,810 2,020 4,021 3,797 3,237 3,775 2,387 2,091 1,606 1,110 330 351 a 85 . . . . . .

1940 25,570 1,821 4,072 4,028 3,545 2,922 2,550 2,151 1,770 1,265 373 434 403 96 140

1945 28,820 3,343 2,296 3,054 3,502 3,486 3,150 2,840 2,409 1,984 664 765 838 189 300

1950 32,620 2,530 4,215 4,497 4,135 3,889 3,419 2,827 2,417 1,951 635 843 815 181 266

1955 43,140 3,026 3,980 5,019 5,345 5,035 4,846 4,327 3,595 2,995 1,012 1,387 1,566 414 593

1960 47,900 3,748 5,455 5,148 5,464 5,591 5,188 4,818 4,183 3,336 1,125 1,480 1,392 293 697

1965 51,990 5,206 6,731 5,574 5,153 5,416 5,464 5,002 4,536 3,803 1,274 1,519 1,359 280 673

1970 57,330 6,308 8,639 6,760 5,564 5,126 5,287 5,242 4,671 4,084 1,392 1,730 1,522 321 684

1975 59,520 6,635 9,122 8,245 6,440 5,311 4,831 4,891 4,729 4,023 1,418 1,595 1,352 285 643

1980 64,288 6,620 9,971 9,278 8,206 6,372 5,178 4,590 4,516 4,152 1,391 1,597 1,411 309 697

1985 66,114 5,547 9,432 9,870 9,066 7,920 6,050 4,838 4,186 3,932 1,408 1,593 1,297 289 686

1990 72,292 5,690 8,835 10,131 10,251 9,216 7,977 5,976 4,651 3,857 1,381 1,619 1,526 358 823

1995 75,443 5,590 8,069 9,097 10,146 10,106 8,966 7,663 5,620 4,193 1,374 1,547 1,614 405 1,053

1996 76,241 5,672 7,876 9,074 9,935 10,198 9,240 7,873 5,963 4,307 1,416 1,569 1,629 403 1,086

1997 77,498 5,823 7,943 9,017 9,697 10,280 9,498 7,997 6,376 4,578 1,423 1,641 1,650 433 1,141

1998 78,671 6,068 8,029 8,895 9,472 10,345 9,684 8,196 6,673 4,835 1,476 1,690 1,688 444 1,177

1999 b 79,868 6,210 8,210 8,737 9,331 10,349 9,851 8,484 6,999 5,024 1,519 1,739 1,715 456 1,242

2000 b 80,922 6,199 8,434 8,451 9,308 10,147 9,992 8,765 7,387 5,173 1,577 1,807 1,824 505 1,352

2001 b 80,992 5,806 8,551 8,269 9,261 9,887 10,040 8,986 7,563 5,469 1,616 1,849 1,856 490 1,348

Women

1937 9,090 1,257 2,281 1,683 1,176 913 668 489 312 198 54 47 a 12 . . . . . .

1940 9,820 1,142 2,409 1,766 1,359 1,008 792 555 377 218 64 60 48 10 12

1945 17,570 2,970 3,612 2,517 1,993 1,802 1,473 1,221 866 593 167 161 137 25 33

1950 15,660 1,939 2,842 2,235 1,856 1,720 1,597 1,249 958 646 176 209 164 29 40

1955 22,060 2,384 3,085 2,480 2,456 2,423 2,376 2,180 1,704 1,266 411 506 525 123 141

1960 24,630 2,580 3,294 2,313 2,348 2,710 2,750 2,614 2,265 1,660 518 622 597 126 233

1965 28,690 3,350 4,335 2,687 2,335 2,704 3,086 2,934 2,627 2,128 669 753 668 144 270

1970 35,760 4,482 6,306 3,827 2,928 2,902 3,252 3,405 3,029 2,510 844 962 840 154 319

1975 40,680 5,304 7,297 5,607 3,864 3,333 3,166 3,266 3,167 2,603 871 948 787 159 308

1980 48,712 5,752 8,432 7,186 5,978 4,610 3,825 3,371 3,252 2,924 935 1,035 881 182 349

1985 53,686 5,138 8,295 8,142 7,127 6,356 4,911 3,875 3,249 2,938 1,002 1,233 909 200 411

1990 61,309 5,217 7,925 8,570 8,445 7,792 7,007 5,143 3,882 3,071 1,073 1,235 1,161 247 540

1995 65,557 5,241 7,396 7,981 8,546 8,654 7,951 6,959 4,891 3,474 1,066 1,230 1,222 295 651

1996 67,158 5,483 7,375 8,110 8,454 8,829 8,241 7,236 5,242 3,634 1,104 1,235 1,234 295 685

1997 68,647 5,579 7,543 8,139 8,336 8,998 8,466 7,372 5,648 3,875 1,146 1,261 1,264 298 724

1998 70,115 5,837 7,683 8,115 8,222 9,021 8,709 7,567 5,989 4,113 1,212 1,302 1,283 308 755

1999 b 71,425 6,018 7,882 7,991 8,149 9,019 8,866 7,841 6,346 4,304 1,240 1,358 1,299 317 794

2000 b 72,591 6,034 8,089 7,785 8,177 8,842 8,997 8,073 6,789 4,473 1,280 1,452 1,362 356 882

2001 b 72,748 5,735 8,214 7,562 8,160 8,597 9,021 8,236 6,983 4,768 1,343 1,480 1,383 364 902
4.B OASDI: Covered Workers

4.12 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTES: The amount of median earnings includes estimates above the taxable maximum.

Age refers to age attained during year.

. . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B6—Median earnings of workers, by sex and age, selected years 1937–2001 (in dollars)

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older

All workers

1937 761 170 570 829 998 1,061 1,126 1,121 1,177 1,020 1,010 927 a 512

a. Earnings of workers attaining age 65 during the year. Workers aged 65 or older not covered under program in that year.

. . . . . .

1940 746 140 498 764 934 1,041 1,064 1,110 1,071 1,018 978 963 874 924 788

1945 1,159 288 669 818 1,383 1,617 1,842 2,026 1,874 1,821 1,782 1,739 1,482 1,341 1,307

1950 1,926 385 1,376 1,971 2,312 2,456 2,473 2,517 2,442 2,394 2,492 2,252 1,973 1,916 1,589

1955 2,438 443 1,601 2,689 3,173 3,233 3,196 3,068 2,966 2,728 2,525 2,427 1,736 1,279 1,149

1960 2,894 561 1,917 3,138 3,738 3,903 3,891 3,785 3,643 3,452 3,166 3,052 1,590 1,140 1,252

1965 3,414 613 2,326 3,919 4,540 4,747 4,756 4,665 4,526 4,304 4,087 3,767 1,791 1,171 1,326

1970 4,375 810 2,988 5,334 6,156 6,339 6,357 6,292 6,105 5,831 5,473 5,047 2,099 1,578 1,683

1975 5,803 1,070 4,187 6,795 8,249 8,629 8,725 8,810 8,748 8,299 7,779 6,620 2,524 2,105 2,137

1980 8,549 1,646 6,205 9,593 11,510 12,540 12,690 12,784 12,794 12,309 11,606 9,651 4,451 3,306 3,140

1985 11,265 1,647 7,136 12,453 14,886 16,458 16,984 16,849 16,528 15,831 14,724 11,907 5,974 4,330 3,729

1990 13,898 1,937 8,054 14,687 17,482 19,296 20,664 20,958 20,157 18,584 17,163 13,021 6,812 5,375 4,536

1995 16,108 2,076 8,392 16,134 19,654 21,629 23,468 24,690 24,090 21,320 19,136 12,961 7,551 5,816 4,681

1996 16,712 2,140 8,562 16,664 20,327 22,311 24,116 25,317 25,176 22,083 19,718 13,408 7,692 6,217 4,861

1997 17,562 2,310 9,074 17,596 21,261 23,279 24,979 26,264 26,415 23,398 20,514 14,284 8,056 6,387 5,033

1998 18,513 2,515 9,763 18,666 22,453 24,345 25,971 27,390 27,609 24,688 21,372 15,229 8,431 6,747 5,302

1999 b

b. Preliminary data.

19,266 2,607 10,137 19,556 23,467 25,181 26,789 28,305 28,646 25,576 22,129 15,948 8,945 6,812 5,470

2000 b 20,217 2,707 10,670 20,579 24,801 26,382 27,828 29,397 29,537 26,732 22,869 16,554 9,468 7,308 5,599

2001 b 20,826 2,695 10,559 20,874 25,534 27,146 28,512 30,097 30,378 27,679 23,675 17,721 10,535 7,822 5,972

Men

1937 945 174 647 1,117 1,202 1,286 1,338 1,308 1,232 1,137 1,131 1,008 a 563 . . . . . .

1940 935 147 550 928 1,143 1,289 1,306 1,320 1,238 1,153 1,088 1,058 950 917 899

1945 1,654 271 422 813 1,983 2,245 2,405 2,364 2,319 2,170 2,106 2,000 1,666 1,462 1,390

1950 2,532 402 1,566 2,465 2,918 3,102 3,131 3,156 3,018 2,959 2,812 2,618 2,317 2,049 1,707

1955 3,315 468 1,871 3,450 4,079 4,201 4,159 4,005 3,818 3,512 3,201 3,044 2,164 1,498 1,292

1960 3,879 615 2,116 3,942 4,831 5,175 5,167 4,954 4,702 4,416 3,982 3,812 2,112 1,207 1,340

1965 4,685 710 2,609 4,957 6,055 6,481 6,519 6,369 5,921 5,581 4,993 4,784 2,628 1,246 1,443

1970 6,180 930 3,281 6,827 8,131 8,528 8,686 8,735 8,370 7,675 7,051 6,456 2,927 1,662 1,863

1975 8,250 1,246 4,870 8,464 11,170 12,131 12,533 12,605 12,270 11,290 10,398 8,700 2,895 2,276 2,371

1980 11,963 1,857 7,007 11,880 15,491 17,982 18,720 18,896 18,391 17,585 15,939 13,201 4,902 3,658 3,529

1985 14,959 1,771 8,185 14,465 18,642 22,021 24,433 24,385 23,841 22,117 19,953 16,532 6,760 4,977 4,351

1990 17,582 2,058 8,945 16,412 21,211 24,424 27,608 29,074 28,027 25,509 23,243 17,408 7,714 6,153 5,129

1995 19,907 2,164 9,618 17,810 23,200 26,912 29,732 32,334 32,505 28,260 24,673 17,090 8,133 6,430 4,977

1996 20,779 2,234 9,900 18,538 24,024 27,769 30,658 32,850 33,648 29,426 25,177 17,632 8,441 6,715 5,295

1997 21,814 2,379 10,356 19,748 25,231 28,874 31,790 33,738 34,890 31,018 26,229 18,159 8,832 7,097 5,300

1998 23,028 2,600 11,135 21,040 26,645 30,154 32,996 34,823 36,125 32,577 27,588 19,750 9,286 7,429 5,638

1999 b 23,925 2,718 11,581 22,170 27,768 31,110 33,947 35,685 36,916 33,398 28,334 20,216 9,892 7,344 5,861

2000 b 25,021 2,789 12,127 23,355 29,323 32,355 35,248 36,930 37,883 34,774 28,771 21,176 10,489 7,907 6,064

2001 b 25,574 2,758 11,857 23,379 30,012 33,055 35,822 37,435 38,315 35,319 29,921 21,976 12,011 8,533 6,455

Women

1937 484 163 477 602 621 609 604 589 576 563 585 582 a 366 . . . . . .

1940 472 127 432 530 590 599 596 590 580 562 499 577 607 999 424

1945 770 307 811 821 871 971 1,026 1,018 987 955 946 899 832 766 928

1950 1,124 362 1,153 1,158 1,196 1,297 1,421 1,456 1,410 1,416 1,370 1,349 1,176 1,399 1,232

1955 1,351 408 1,312 1,406 1,430 1,586 1,706 1,775 1,768 1,622 1,542 1,445 1,057 949 802

1960 1,679 484 1,558 1,969 1,718 1,899 2,075 2,205 2,290 2,221 2,040 1,783 1,142 1,007 1,036

1965 1,984 539 1,852 2,067 2,069 2,243 2,478 2,660 2,715 2,764 2,678 2,372 1,208 1,054 1,093

1970 2,735 675 2,538 3,151 2,953 3,210 3,498 3,721 3,790 3,747 3,729 3,236 1,674 1,344 1,375

1975 3,730 905 3,287 4,800 4,454 4,512 4,870 5,168 5,340 5,300 5,020 4,055 2,189 1,895 1,715

1980 6,012 1,451 5,083 7,496 7,649 7,495 7,761 7,893 8,079 7,966 7,756 6,044 3,589 2,853 2,569

1985 8,293 1,524 6,063 10,251 10,986 11,169 11,163 11,072 10,898 10,714 10,133 7,728 4,959 3,671 3,067

1990 10,837 1,816 7,104 12,677 13,642 14,339 15,031 14,920 14,373 13,088 12,194 9,133 5,888 4,387 3,830

1995 12,897 1,991 7,232 14,249 15,853 16,547 18,068 18,732 17,937 16,030 14,147 9,882 6,910 5,120 4,376

1996 13,335 2,051 7,383 14,637 16,387 17,009 18,532 19,496 18,834 16,728 14,670 10,358 6,971 5,605 4,372

1997 14,043 2,243 7,873 15,238 17,150 17,801 19,277 20,325 19,989 17,750 15,762 11,003 7,331 5,638 4,687

1998 14,834 2,435 8,529 16,128 18,133 18,625 20,046 21,484 21,088 18,656 16,606 11,646 7,619 5,968 4,871

1999 b 15,482 2,514 8,919 16,936 18,943 19,302 20,695 22,272 22,134 19,606 17,166 12,354 8,025 6,277 5,083

2000 b 16,302 2,635 9,426 17,804 20,010 20,395 21,563 23,198 23,114 20,686 18,002 12,925 8,475 6,461 5,147

2001 b 16,968 2,633 9,412 18,257 20,801 21,054 22,194 23,988 24,120 21,798 18,707 14,060 9,194 7,066 5,398
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.13

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B7—Number of wage and salary workers, by sex and amount of taxable earnings, 1992–2001

(in thousands)

Year Total

Workers with earnings below the taxable maximum (by dollar amount of earnings) Workers with

maximum

earnings

1–

999

1,000–

4,999

5,000–

9,999

10,000–

14,999

15,000–

19,999

20,000–

29,999

30,000–

39,999

40,000–

49,999

50,000–

59,999

60,000–

69,999

70,000–

80,399

All wage and salary workers

1992 126,000 9,357 19,519 17,496 15,765 14,047 20,699 12,554 7,084 2,422 . . . . . . 7,057

1993 128,100 9,655 19,395 17,521 15,808 14,092 21,134 12,786 7,371 3,325 . . . . . . 7,013

1994 130,100 9,591 19,403 17,273 15,709 14,194 21,482 13,230 7,709 4,310 277 . . . 6,921

1995 132,800 9,213 19,355 17,213 15,766 14,376 22,097 13,853 8,171 4,662 498 . . . 7,597

1996 135,100 9,161 19,195 16,977 15,579 14,253 22,612 14,435 8,706 5,052 1,053 . . . 8,077

1997 137,765 8,743 18,811 16,853 15,446 14,230 23,076 15,243 9,330 5,523 2,106 . . . 8,405

1998 140,386 8,427 18,402 16,431 15,235 14,125 23,586 16,095 10,062 6,008 3,268 . . . 8,747

1999 a

a. Preliminary data.

142,653 8,284 18,184 16,247 14,853 14,063 23,836 16,761 10,548 6,457 3,976 856 8,589

2000 a 144,667 8,235 17,876 15,825 14,256 13,816 24,020 17,201 11,225 6,991 4,396 1,978 8,848

2001 a 144,803 8,242 17,616 15,437 13,831 13,382 23,556 17,360 11,597 7,356 4,661 3,275 8,490

Men

1992 66,543 4,171 8,743 7,726 7,186 6,587 11,128 8,069 5,109 1,868 . . . . . . 5,955

1993 67,673 4,429 8,665 7,740 7,223 6,652 11,270 8,074 5,224 2,527 . . . . . . 5,869

1994 68,481 4,350 8,548 7,546 7,118 6,718 11,360 8,211 5,372 3,243 222 . . . 5,794

1995 69,901 4,256 8,510 7,457 7,051 6,814 11,653 8,448 5,587 3,444 388 . . . 6,292

1996 70,670 4,177 8,333 7,261 6,854 6,637 11,791 8,667 5,838 3,672 800 . . . 6,641

1997 71,910 4,040 8,158 7,154 6,714 6,485 11,864 8,957 6,162 3,932 1,582 . . . 6,862

1998 73,111 3,900 7,964 6,936 6,533 6,335 11,947 9,297 6,520 4,199 2,406 . . . 7,074

1999 a 74,207 3,851 7,886 6,883 6,305 6,247 11,894 9,538 6,695 4,447 2,891 641 6,928

2000 a 75,132 3,847 7,772 6,712 6,008 6,055 11,781 9,618 6,984 4,676 3,132 1,461 7,086

2001 a 75,218 3,904 7,792 6,629 5,863 5,862 11,384 9,567 7,040 4,828 3,214 2,381 6,753

Women

1992 59,457 5,186 10,776 9,770 8,579 7,460 9,571 4,485 1,975 554 . . . . . . 1,103

1993 60,427 5,226 10,730 9,781 8,586 7,440 9,864 4,712 2,147 798 . . . . . . 1,144

1994 61,619 5,241 10,856 9,726 8,592 7,476 10,122 5,020 2,337 1,067 55 . . . 1,127

1995 62,900 4,957 10,845 9,756 8,714 7,563 10,444 5,405 2,584 1,217 110 . . . 1,305

1996 64,429 4,985 10,862 9,716 8,725 7,616 10,819 5,768 2,868 1,380 253 . . . 1,437

1997 65,855 4,703 10,653 9,698 8,732 7,745 11,212 6,285 3,169 1,591 524 . . . 1,543

1998 67,275 4,527 10,438 9,495 8,702 7,790 11,640 6,798 3,541 1,808 862 . . . 1,673

1999 a 68,446 4,433 10,298 9,364 8,548 7,816 11,942 7,223 3,853 2,010 1,085 215 1,661

2000 a 69,535 4,387 10,103 9,113 8,248 7,761 12,239 7,584 4,242 2,314 1,264 517 1,763

2001 a 69,585 4,338 9,824 8,807 7,967 7,520 12,172 7,793 4,556 2,529 1,447 895 1,736
4.B OASDI: Covered Workers

4.14 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: Age refers to age attained during year.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B8—Number of self-employed workers, by sex and age, selected years 1951–2001 (in thousands)

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older

All self-employed workers

1951 4,190 6 71 246 414 543 592 565 503 462 164 215 237 55 117

1955 6,810 18 114 362 600 757 865 874 790 737 290 441 497 143 322

1960 6,870 19 133 305 560 743 848 929 918 846 316 452 414 101 286

1965 6,550 31 143 292 452 664 814 870 913 885 328 411 388 92 267

1970 6,270 33 159 348 476 581 729 808 837 839 327 407 388 94 244

1975 7,000 67 302 581 679 700 731 813 869 823 317 382 393 95 248

1980 8,200 78 380 824 1,052 983 869 812 851 852 307 381 419 112 280

1985 10,600 112 527 1,099 1,488 1,522 1,261 1,030 930 929 368 434 455 124 321

1990 12,500 152 529 1,123 1,663 1,854 1,736 1,377 1,113 980 381 487 567 150 389

1991 12,800 136 521 1,105 1,697 1,897 1,818 1,474 1,170 998 388 486 561 158 391

1992 13,100 137 509 1,093 1,678 1,951 1,864 1,589 1,243 1,018 382 484 576 166 410

1993 13,200 131 488 1,029 1,650 1,956 1,892 1,647 1,325 1,047 375 481 589 164 426

1994 13,300 140 473 989 1,624 1,936 1,945 1,726 1,357 1,070 375 482 580 164 437

1995 13,500 143 482 1,005 1,612 1,960 1,964 1,808 1,393 1,097 385 467 574 166 445

1996 13,900 147 490 1,036 1,614 2,013 2,035 1,873 1,471 1,144 404 475 575 164 458

1997 14,020 151 498 1,030 1,548 1,978 2,053 1,874 1,555 1,203 402 485 592 169 483

1998 14,230 162 510 1,045 1,524 1,963 2,092 1,885 1,616 1,265 415 493 590 178 492

1999 a

a. Preliminary data.

14,550 172 536 1,042 1,522 1,967 2,089 1,974 1,693 1,327 421 518 599 175 513

2000 a 14,800 178 563 1,025 1,497 1,941 2,084 2,017 1,806 1,358 452 536 611 188 543

2001 a 14,950 179 589 1,021 1,494 1,874 2,081 2,040 1,836 1,442 466 547 639 187 555

Men

1951 3,620 5 61 219 370 478 519 479 430 393 139 179 204 47 97

1955 5,980 16 104 335 555 687 773 773 679 631 247 373 420 122 265

1960 5,990 16 119 284 515 678 757 812 793 709 260 386 348 83 230

1965 5,640 26 127 263 410 598 714 759 772 742 272 339 326 75 217

1970 5,370 28 136 306 422 522 642 699 712 695 268 324 320 77 201

1975 5,790 57 251 479 564 584 619 680 715 672 255 309 326 78 201

1980 6,407 60 305 639 793 752 672 641 681 668 244 301 333 92 226

1985 7,623 79 378 782 1,060 1,058 873 730 674 686 278 328 351 97 249

1990 8,525 103 346 746 1,112 1,241 1,148 914 762 693 270 355 424 116 295

1991 8,668 92 341 726 1,109 1,268 1,204 976 793 699 273 350 418 119 299

1992 8,798 89 330 714 1,090 1,289 1,228 1,041 830 706 271 344 427 126 312

1993 8,840 89 310 674 1,075 1,290 1,241 1,078 885 713 261 341 436 125 322

1994 8,839 89 309 638 1,053 1,269 1,268 1,127 890 723 263 333 423 122 331

1995 8,908 97 305 648 1,030 1,271 1,281 1,170 906 735 269 325 413 124 335

1996 9,074 94 306 658 1,021 1,281 1,322 1,200 954 754 276 328 415 119 346

1997 9,078 98 311 638 975 1,245 1,313 1,197 997 788 275 334 420 122 365

1998 9,109 98 314 641 947 1,217 1,326 1,188 1,033 819 275 338 415 130 368

1999 a 9,240 107 318 630 942 1,207 1,314 1,243 1,068 847 279 355 418 128 384

2000 a 9,265 108 330 602 898 1,174 1,286 1,256 1,136 858 297 356 427 136 403

2001 a 9,228 106 332 590 868 1,117 1,273 1,262 1,139 895 302 359 443 136 406

Women

1951 570 1 10 27 44 65 73 86 73 69 25 36 33 8 20

1955 830 2 10 27 45 70 92 101 111 106 43 68 77 21 57

1960 880 3 14 21 45 65 91 117 125 137 56 66 67 18 55

1965 910 5 16 29 42 66 100 111 141 143 56 72 62 17 50

1970 900 5 23 42 54 59 87 109 125 144 59 65 68 17 43

1975 1,210 10 51 102 115 116 112 133 154 151 62 73 67 17 47

1980 1,793 18 75 185 259 231 197 171 170 184 63 80 86 20 54

1985 2,977 33 149 317 428 464 388 300 256 243 90 106 104 27 72

1990 3,975 49 183 377 551 613 588 463 350 287 111 132 142 34 94

1991 4,131 44 180 378 588 629 614 499 376 299 115 136 143 39 92

1992 4,302 48 179 380 588 662 636 548 413 312 110 140 148 39 98

1993 4,360 41 178 355 575 666 651 569 440 334 114 140 153 39 104

1994 4,460 51 164 352 572 667 677 599 468 346 112 148 157 42 105

1995 4,592 46 177 357 582 689 683 638 487 362 116 142 161 42 109

1996 4,826 54 183 377 594 733 713 673 517 390 128 147 160 45 112

1997 4,942 54 188 392 572 733 739 676 558 415 128 151 172 47 118

1998 5,121 65 196 404 577 746 767 697 583 445 140 155 175 48 124

1999 a 5,310 65 218 412 580 760 775 732 625 480 142 163 181 47 129

2000 a 5,534 70 233 424 599 767 798 761 670 500 155 180 184 52 140

2001 a 5,721 73 257 431 626 756 807 778 697 547 164 187 196 51 149
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.15

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTES: Taxable earnings consist of self-employment income and taxable wages. See Table 2.A3.

. . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B9—Number of self-employed workers, by sex and amount of taxable earnings, 1992–2001

(in thousands)

Year Total

Workers with earnings below taxable maximum (by dollar amount of earnings) Workers with

maximum

earnings

1–

999

1,000–

4,999

5,000–

9,999

10,000–

14,999

15,000–

19,999

20,000–

29,999

30,000–

39,999

40,000–

49,999

50,000–

59,999

60,000–

69,999

70,000–

80,399

All self-employed workers

1992 13,100 593 2,927 2,519 1,599 1,156 1,576 971 612 308 . . . . . . 839

1993 13,200 587 2,866 2,562 1,627 1,149 1,570 990 633 388 . . . . . . 828

1994 13,300 551 2,825 2,510 1,670 1,162 1,586 1,019 645 426 92 . . . 814

1995 13,500 535 2,781 2,593 1,690 1,192 1,604 1,044 678 444 116 . . . 822

1996 13,900 521 2,791 2,667 1,754 1,210 1,650 1,092 713 471 176 . . . 853

1997 14,020 522 2,716 2,674 1,740 1,226 1,669 1,100 737 489 278 . . . 869

1998 14,230 510 2,643 2,675 1,769 1,242 1,717 1,157 777 505 387 . . . 848

1999 a

a. Preliminary data.

14,550 487 2,586 2,695 1,800 1,281 1,760 1,197 807 538 386 163 850

2000 a 14,800 520 2,568 2,690 1,813 1,269 1,766 1,215 833 577 412 278 860

2001 a 14,950 531 2,599 2,688 1,857 1,279 1,732 1,195 841 596 408 411 813

Men

1992 8,798 288 1,603 1,606 1,109 827 1,145 746 485 253 . . . . . . 734

1993 8,840 291 1,559 1,632 1,118 809 1,141 760 500 316 . . . . . . 715

1994 8,839 268 1,511 1,552 1,138 820 1,153 772 503 340 77 . . . 705

1995 8,908 256 1,492 1,581 1,138 826 1,152 782 521 356 96 . . . 708

1996 9,074 247 1,468 1,598 1,166 831 1,176 807 545 367 141 . . . 729

1997 9,078 255 1,429 1,550 1,138 842 1,171 796 559 381 223 . . . 735

1998 9,109 247 1,378 1,518 1,128 827 1,189 831 584 389 309 . . . 710

1999 a 9,240 234 1,341 1,499 1,126 845 1,201 851 593 411 299 129 710

2000 a 9,265 244 1,326 1,463 1,116 820 1,179 845 600 425 314 218 713

2001 a 9,228 252 1,322 1,445 1,097 823 1,142 813 599 431 312 324 670

Women

1992 4,302 305 1,323 913 490 329 431 225 127 55 . . . . . . 105

1993 4,360 296 1,308 930 509 340 429 230 133 73 . . . . . . 113

1994 4,460 282 1,314 957 531 342 435 246 142 85 15 . . . 109

1995 4,592 280 1,289 1,012 552 366 452 261 157 88 20 . . . 114

1996 4,826 274 1,323 1,069 588 379 475 285 168 104 35 . . . 125

1997 4,942 267 1,287 1,125 601 384 499 303 178 108 55 . . . 134

1998 5,121 264 1,265 1,157 641 415 528 327 193 116 78 . . . 138

1999 a 5,310 253 1,245 1,196 674 436 559 346 214 127 87 34 139

2000 a 5,534 275 1,241 1,227 696 449 587 370 233 152 98 60 147

2001 a 5,721 279 1,278 1,244 760 456 590 382 243 165 96 87 143
4.B OASDI: Covered Workers

4.16 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTE: Data are based on preliminary estimates.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B10a—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and

contributions, by state or other area and type of earnings, 2000

State or area a

a. State designation based primarily on employee end-of-year residence, obtained from employer wage reports filed via magnetic media. State designation based on location 

of employer for reports filed via paper.

Number b

(thousands)

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and state 

totals and subtotals are unduplicated counts of workers in each type of employment.

Taxable earnings c

(millions of dollars)

c. Annual maximum taxable earnings for Social Security (OASDI) from a single employer or from self-employment were $76,200 in 2000.

OASDI contributions d

(millions of dollars)

d. For 2000 earnings, paid at the rate of 6.2 percent of taxable wages by both employees and employers, 6.2 percent of taxable tips by employees, and 12.4 percent of selfemployment income by self-employed workers. Data are unadjusted for multi-employer tax refunds. 

Total

Wage and

 salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

All areas 153,517 144,667 14,800 3,987,100 3,778,900 208,200 494,400 468,584 25,817

Alabama 2,295 2,175 203 52,074 49,609 2,465 6,457 6,152 306

Alaska 348 325 40 8,757 8,177 580 1,086 1,014 72

Arizona 2,614 2,484 224 65,759 62,648 3,112 8,154 7,768 386

Arkansas 1,400 1,309 146 28,562 26,917 1,646 3,542 3,338 204

California 16,552 15,264 1,960 467,578 433,914 33,664 57,980 53,805 4,174

Colorado 2,432 2,270 279 65,475 61,299 4,176 8,119 7,601 518

Connecticut 1,951 1,829 199 60,675 57,075 3,599 7,524 7,077 446

Delaware 482 466 32 13,298 12,883 415 1,649 1,598 51

District of Columbia 365 348 28 10,964 10,411 552 1,360 1,291 68

Florida 8,383 7,877 852 197,146 187,469 9,677 24,446 23,246 1,200

Georgia 4,518 4,286 398 115,373 110,196 5,177 14,306 13,664 642

Hawaii 645 606 63 16,364 15,550 814 2,029 1,928 101

Idaho 703 659 77 15,148 14,279 869 1,878 1,771 108

Illinois 6,914 6,562 607 187,862 179,456 8,406 23,295 22,253 1,042

Indiana 3,466 3,312 291 87,772 84,035 3,737 10,884 10,420 463

Iowa 1,711 1,598 200 39,450 36,977 2,472 4,892 4,585 307

Kansas 1,560 1,471 160 38,143 36,034 2,109 4,730 4,468 261

Kentucky 2,139 2,010 229 47,972 45,578 2,394 5,948 5,652 297

Louisiana 2,092 1,966 204 45,401 42,763 2,638 5,630 5,303 327

Maine 715 657 94 15,839 14,659 1,180 1,964 1,818 146

Maryland 3,021 2,877 257 90,688 86,727 3,961 11,245 10,754 491

Massachusetts 3,488 3,255 371 104,002 97,778 6,224 12,896 12,125 772

Michigan 5,672 5,431 436 155,986 150,376 5,610 19,342 18,647 696

Minnesota 3,032 2,869 300 83,261 79,136 4,125 10,324 9,813 512

Mississippi 1,424 1,348 126 29,349 27,752 1,597 3,639 3,441 198

Missouri 3,115 2,942 302 73,296 69,711 3,585 9,089 8,644 445

Montana 498 452 74 9,872 8,925 947 1,224 1,107 117

Nebraska 1,014 951 113 23,339 21,972 1,367 2,894 2,725 169

Nevada 1,067 1,022 79 25,694 24,559 1,134 3,186 3,045 141

New Hampshire 768 720 80 21,687 20,475 1,213 2,689 2,539 150

New Jersey 4,731 4,502 392 152,946 146,343 6,603 18,965 18,146 819

New Mexico 896 836 91 19,376 18,340 1,036 2,403 2,274 128

New York 9,987 9,406 966 288,573 274,866 13,707 35,783 34,083 1,700

North Carolina 4,587 4,342 422 112,700 107,170 5,530 13,975 13,289 686

North Dakota 368 337 52 7,680 6,965 715 952 864 89

Ohio 6,137 5,802 550 149,867 142,762 7,104 18,583 17,703 881

Oklahoma 1,820 1,700 198 39,425 37,303 2,122 4,889 4,626 263

Oregon 1,912 1,793 191 48,322 45,542 2,781 5,992 5,647 345

Pennsylvania 6,676 6,339 562 176,677 168,196 8,481 21,908 20,856 1,052

Rhode Island 599 570 54 15,846 15,111 735 1,965 1,874 91

South Carolina 2,184 2,076 182 50,610 48,352 2,258 6,276 5,996 280

South Dakota 453 418 61 9,211 8,457 754 1,142 1,049 93

Tennessee 3,180 2,993 324 75,111 70,673 4,438 9,314 8,763 550

Texas 10,455 9,772 1,106 261,419 246,198 15,221 32,416 30,529 1,887

Utah 1,201 1,153 98 27,502 26,380 1,122 3,410 3,271 139

Vermont 370 344 46 8,727 8,156 571 1,082 1,011 71

Virginia 4,057 3,868 333 113,986 109,251 4,735 14,134 13,547 587

Washington 3,315 3,144 297 92,427 87,683 4,745 11,461 10,873 588

West Virginia 861 814 81 18,802 17,808 994 2,331 2,208 123

Wisconsin 3,232 3,087 261 83,299 79,807 3,492 10,329 9,896 433

Wyoming 289 269 34 6,303 5,914 388 782 733 48

Outlying area

Puerto Rico 1,220 1,161 66 18,296 17,179 1,116 2,269 2,130 138

Other and unknown e

e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons employed on U.S. 

oceanborne vessels; and workers with unknown residence.

605 599 9 13,210 13,102 108 1,638 1,625 13
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.17

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTE: Data are based on preliminary estimates.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B10b—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and

contributions, by state or other area and type of earnings, 2001

State or area a

a. State designation based primarily on employee end-of-year residence, obtained from employer wage reports filed via magnetic media. State designation based on location 

of employer for reports filed via paper.

Number b

(thousands)

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and state 

totals and subtotals are unduplicated counts of workers in each type of employment.

Taxable earnings c

(millions of dollars)

c. Annual maximum taxable earnings for Social Security (OASDI) from a single employer or from self-employment were $80,400 in 2001.

OASDI contributions d

(millions of dollars)

d. For 2001 earnings, paid at the rate of 6.2 percent of taxable wages by both employees and employers, 6.2 percent of taxable tips by employees, and 12.4 percent of selfemployment income by self-employed workers. Data are unadjusted for multi-employer tax refunds. 

Total

Wage and

 salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

All areas 153,743 144,803 14,950 4,142,573 3,928,000 214,573 513,679 487,072 26,607

Alabama 2,273 2,155 208 53,251 50,778 2,473 6,603 6,296 307

Alaska 358 335 41 9,530 8,981 549 1,182 1,114 68

Arizona 2,651 2,523 225 69,130 66,019 3,111 8,572 8,186 386

Arkansas 1,396 1,310 144 29,635 28,005 1,630 3,675 3,473 202

California 16,693 15,371 2,003 491,702 456,544 35,158 60,971 56,611 4,360

Colorado 2,448 2,279 280 68,858 64,601 4,256 8,538 8,011 528

Connecticut 1,944 1,816 208 63,077 59,140 3,937 7,822 7,333 488

Delaware 486 467 34 14,096 13,627 469 1,748 1,690 58

District of Columbia 360 345 28 11,585 11,009 576 1,437 1,365 71

Florida 8,481 7,962 878 207,188 197,110 10,078 25,691 24,442 1,250

Georgia 4,500 4,260 402 119,504 114,214 5,290 14,819 14,163 656

Hawaii 670 633 60 17,626 16,791 835 2,186 2,082 104

Idaho 716 674 74 16,338 15,468 870 2,026 1,918 108

Illinois 6,704 6,354 612 190,760 181,945 8,815 23,654 22,561 1,093

Indiana 3,483 3,328 294 89,041 85,240 3,801 11,041 10,570 471

Iowa 1,701 1,594 196 40,484 38,147 2,338 5,020 4,730 290

Kansas 1,560 1,477 156 39,790 37,752 2,038 4,934 4,681 253

Kentucky 2,135 2,007 221 49,212 46,803 2,408 6,102 5,804 299

Louisiana 2,112 1,987 207 47,691 45,013 2,678 5,914 5,582 332

Maine 722 666 90 16,600 15,334 1,266 2,058 1,901 157

Maryland 3,083 2,937 259 96,754 92,624 4,130 11,998 11,485 512

Massachusetts 3,492 3,257 374 109,469 103,075 6,394 13,574 12,781 793

Michigan 5,581 5,337 435 156,291 150,589 5,702 19,380 18,673 707

Minnesota 3,044 2,880 301 86,308 82,133 4,175 10,702 10,185 518

Mississippi 1,396 1,321 128 29,780 28,168 1,613 3,693 3,493 200

Missouri 3,110 2,933 299 75,902 72,321 3,581 9,412 8,968 444

Montana 505 463 70 10,286 9,376 910 1,275 1,163 113

Nebraska 1,020 956 115 24,054 22,736 1,318 2,983 2,819 163

Nevada 1,104 1,055 81 27,413 26,166 1,247 3,399 3,245 155

New Hampshire 774 725 80 22,735 21,404 1,331 2,819 2,654 165

New Jersey 4,737 4,498 396 159,300 152,248 7,052 19,753 18,879 874

New Mexico 910 855 91 20,678 19,644 1,034 2,564 2,436 128

New York 10,002 9,396 1,006 299,680 285,121 14,559 37,160 35,355 1,805

North Carolina 4,525 4,268 430 114,721 109,048 5,673 14,225 13,522 704

North Dakota 370 340 54 8,061 7,385 675 1,000 916 84

Ohio 6,045 5,706 544 150,994 143,777 7,218 18,723 17,828 895

Oklahoma 1,842 1,723 198 41,473 39,299 2,175 5,143 4,873 270

Oregon 1,910 1,795 190 49,682 46,922 2,760 6,161 5,818 342

Pennsylvania 6,749 6,416 564 184,520 175,828 8,692 22,881 21,803 1,078

Rhode Island 599 571 55 16,702 15,921 780 2,071 1,974 97

South Carolina 2,174 2,069 180 52,275 50,043 2,232 6,482 6,205 277

South Dakota 454 423 59 9,478 8,762 716 1,175 1,086 89

Tennessee 3,132 2,945 322 76,111 71,486 4,625 9,438 8,864 573

Texas 10,592 9,898 1,134 275,306 259,420 15,886 34,138 32,168 1,970

Utah 1,211 1,166 96 28,868 27,754 1,113 3,580 3,442 138

Vermont 372 348 46 9,102 8,515 587 1,129 1,056 73

Virginia 4,103 3,905 344 120,440 115,429 5,011 14,935 14,313 621

Washington 3,320 3,147 289 95,792 91,188 4,603 11,878 11,307 571

West Virginia 872 828 79 19,685 18,671 1,014 2,441 2,315 126

Wisconsin 3,225 3,081 264 85,671 82,125 3,546 10,623 10,183 440

Wyoming 300 281 34 6,926 6,488 439 859 804 54

Outlying area

Puerto Rico 1,194 1,135 65 19,142 18,021 1,121 2,374 2,235 139

Other and unknown e

e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons employed on U.S. 

oceanborne vessels; and workers with unknown residence.

605 600 8 13,879 13,794 85 1,721 1,710 11
4.B OASDI: Covered Workers

4.18 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B11—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and

contributions, by type of earnings, selected years 1937–2002

Year

Number a

(thousands)

a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total.

Taxable earnings b

(millions of dollars)

b. See Table 2.A3 for annual maximum taxable earnings.

OASDI contributions c,d

(millions of dollars)

c. See Table 2.A3 for contribution rates.

d. Unadjusted for multi-employer tax refunds. Unadjusted for tax credits. See Table 2.A5 for information on tax credits.

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

1937 32,900 32,900 . . . 29,620 29,620 . . . 592 592 . . .

1940 35,390 35,390 . . . 32,970 32,970 . . . 659 659 . . .

1945 46,390 46,390 . . . 62,950 62,950 . . . 1,259 1,259 . . .

1950 48,280 48,280 . . . 87,500 87,500 . . . 2,625 2,625 . . .

1951 58,120 54,630 4,190 120,770 111,250 9,520 3,552 3,338 214

1952 59,580 56,060 4,240 128,640 118,880 9,760 3,786 3,566 220

1953 60,840 57,220 4,340 135,870 125,840 10,030 4,001 3,775 226

1954 59,610 55,940 4,350 133,520 123,410 10,110 5,240 4,936 303

1955 65,200 59,560 6,810 157,540 141,810 15,730 6,144 5,672 472

1956 67,610 61,560 7,390 170,720 153,010 17,710 6,652 6,120 531

1957 70,590 64,730 7,150 181,380 163,990 17,390 7,966 7,380 587

1958 69,770 64,040 7,130 180,720 163,140 17,580 7,935 7,341 593

1959 71,700 66,000 7,060 202,310 183,620 18,690 9,882 9,181 701

1960 72,530 66,980 6,870 207,000 188,580 18,420 12,144 11,315 829

1961 72,820 67,360 6,790 209,640 190,850 18,790 12,297 11,451 846

1962 74,280 68,890 6,720 219,050 200,130 18,920 13,397 12,508 889

1963 75,540 70,310 6,590 225,550 206,840 18,710 16,006 14,996 1,010

1964 77,430 72,230 6,480 236,390 217,430 18,960 16,788 15,764 1,024

1965 80,680 75,430 6,550 250,730 230,830 19,900 17,810 16,735 1,075

1966 84,600 79,460 6,630 312,540 287,860 24,680 23,597 22,165 1,431

1967 87,040 82,020 6,470 329,960 305,670 24,290 25,275 23,842 1,433

1968 89,380 84,470 6,570 375,800 348,500 27,300 28,069 26,486 1,583

1969 92,060 87,200 6,350 402,510 375,010 27,500 33,233 31,501 1,733

1970 93,090 88,180 6,270 415,580 388,680 26,900 34,344 32,649 1,695

1971 93,340 88,460 6,290 426,950 399,550 27,400 38,649 36,759 1,891

1972 96,240 91,220 6,600 484,150 452,050 32,100 43,804 41,589 2,215

1973 99,830 94,610 7,100 561,850 523,450 38,400 53,463 50,775 2,688

1974 101,330 96,190 7,040 636,800 594,400 42,400 61,814 58,846 2,968

1975 100,200 94,900 7,000 664,700 621,100 43,600 64,541 61,489 3,052

1976 102,600 97,230 7,400 737,700 689,200 48,500 71,626 68,231 3,395

1977 105,800 100,450 7,480 816,600 763,600 53,000 79,306 75,596 3,710

1978 110,600 104,810 8,040 915,600 856,100 59,500 90,691 86,466 4,225

1979 112,700 106,900 8,200 1,067,000 997,500 69,500 106,246 101,346 4,900

1980 113,000 107,200 8,200 1,180,700 1,109,000 71,700 117,729 112,674 5,055

1981 113,000 107,300 8,250 1,294,100 1,220,000 74,100 136,468 130,540 5,928

1982 111,800 105,800 8,550 1,365,300 1,290,000 75,300 145,382 139,320 6,062

1983 112,100 105,900 9,200 1,454,100 1,369,000 85,100 154,703 147,852 6,851

1984 116,300 109,900 9,900 1,608,800 1,515,000 93,800 183,403 172,710 10,693

1985 119,800 113,400 10,600 1,722,600 1,621,000 101,600 196,376 184,794 11,582

1986 122,900 115,900 11,200 1,844,400 1,730,800 113,600 210,262 197,311 12,950

1987 125,600 118,200 12,000 1,960,000 1,835,100 124,900 223,440 209,201 14,239

1988 129,600 122,100 12,400 2,088,400 1,952,000 136,400 253,114 236,582 16,532

1989 131,700 123,900 12,900 2,239,500 2,096,000 143,500 271,427 254,035 17,392

1990 133,600 126,100 12,500 2,358,000 2,222,000 136,000 292,392 275,528 16,864

1991 133,000 125,200 12,800 2,422,500 2,283,000 139,500 300,390 283,092 17,298

1992 134,000 126,000 13,100 2,532,900 2,386,000 146,900 314,080 295,864 18,216

1993 136,100 128,100 13,200 2,636,100 2,483,400 152,700 326,876 307,942 18,935

1994 138,200 130,100 13,300 2,785,200 2,624,500 160,700 345,365 325,438 19,927

1995 141,000 132,800 13,500 2,919,100 2,754,300 164,800 361,968 341,533 20,435

1996 143,400 135,100 13,900 3,073,500 2,901,700 171,800 381,114 359,811 21,303

1997 146,145 137,765 14,020 3,285,000 3,104,300 180,700 407,340 384,933 22,407

1998 148,786 140,386 14,230 3,524,900 3,333,700 191,200 437,088 413,379 23,709

1999 e

e. Preliminary data.

151,293 142,653 14,550 3,749,700 3,548,100 201,600 464,963 439,964 24,998

2000 e 153,517 144,667 14,800 3,987,100 3,778,900 208,200 494,400 468,584 25,817

2001 f

f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics and 

the National Income and Product Accounts.

153,743 144,803 14,950 4,142,573 3,928,000 214,573 513,679 487,072 26,607

2002 g

g. Preliminary estimates based on data from Bureau of Labor Statistics and Bureau of Economic Analysis.

152,795 144,034 14,619 4,227,023 4,002,759 224,264 524,151 496,342 27,809
4.B HI: Covered Workers

Annual Statistical Supplement, 2003 ♦ 4.19

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTE: Data are based on preliminary estimates.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B12a—Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and contributions, 

by state or other area and type of earnings, 2000

State or area a

a. State designation based primarily on employee end-of-year residence, obtained from employer wage reports filed via magnetic media. State designation based on location 

of employer for reports filed via paper.

Number b

(thousands)

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and state 

totals and subtotals are unduplicated counts of workers in each type of employment.

Taxable earnings c

(millions of dollars)

c. No annual maximum taxable earnings amount for Medicare.

HI contributions d

(millions of dollars)

d. For 2000 earnings, paid at the rate of 1.45 percent of taxable wages by both employees and employers, 1.45 percent of taxable tips by employees, and 2.9 percent of selfemployment income by self-employed workers. 

Total

Wage and

 salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

All areas 157,033 148,320 15,535 4,962,900 4,638,800 324,100 143,924 134,525 9,399

Alabama 2,319 2,200 211 58,740 55,468 3,272 1,703 1,609 95

Alaska 369 347 42 10,832 10,092 740 314 293 21

Arizona 2,634 2,504 238 77,288 73,101 4,187 2,241 2,120 121

Arkansas 1,412 1,321 149 31,218 29,350 1,868 905 851 54

California 17,282 16,029 2,071 642,437 586,797 55,640 18,631 17,017 1,614

Colorado 2,567 2,413 291 87,455 81,109 6,347 2,536 2,352 184

Connecticut 1,987 1,867 215 91,757 83,543 8,215 2,661 2,423 238

Delaware 486 469 34 15,503 14,867 636 450 431 18

District of Columbia 377 361 30 15,310 13,789 1,521 444 400 44

Florida 8,471 7,967 886 236,894 223,846 13,048 6,870 6,492 378

Georgia 4,613 4,382 417 142,500 134,432 8,068 4,132 3,899 234

Hawaii 665 627 65 18,527 17,567 960 537 509 28

Idaho 709 665 79 16,347 15,353 994 474 445 29

Illinois 7,088 6,744 639 239,155 224,799 14,356 6,935 6,519 416

Indiana 3,495 3,341 302 97,852 92,486 5,366 2,838 2,682 156

Iowa 1,724 1,611 205 43,516 40,467 3,049 1,262 1,174 88

Kansas 1,573 1,485 166 44,970 41,982 2,988 1,304 1,217 87

Kentucky 2,184 2,058 236 54,852 51,467 3,384 1,591 1,493 98

Louisiana 2,241 2,121 210 55,844 51,822 4,022 1,619 1,503 117

Maine 742 687 96 18,216 16,865 1,351 528 489 39

Maryland 3,092 2,949 276 110,919 103,988 6,930 3,217 3,016 201

Massachusetts 3,687 3,467 399 149,108 136,607 12,501 4,324 3,962 363

Michigan 5,718 5,476 465 181,024 173,216 7,808 5,250 5,023 226

Minnesota 3,056 2,893 316 97,286 92,067 5,219 2,821 2,670 151

Mississippi 1,435 1,359 130 31,576 29,523 2,053 916 856 60

Missouri 3,184 3,012 314 86,663 81,123 5,539 2,513 2,353 161

Montana 503 458 75 10,896 9,578 1,319 316 278 38

Nebraska 1,023 960 118 26,228 24,461 1,766 761 709 51

Nevada 1,119 1,076 83 32,800 30,211 2,588 951 876 75

New Hampshire 778 730 84 26,490 24,846 1,644 768 721 48

New Jersey 4,769 4,541 430 210,311 198,714 11,597 6,099 5,763 336

New Mexico 910 850 94 21,343 20,089 1,254 619 583 36

New York 10,059 9,477 1,029 393,132 365,074 28,058 11,401 10,587 814

North Carolina 4,616 4,371 438 129,595 121,994 7,602 3,758 3,538 220

North Dakota 371 340 53 8,441 7,645 796 245 222 23

Ohio 6,541 6,231 577 184,518 174,733 9,785 5,351 5,067 284

Oklahoma 1,843 1,725 204 43,554 41,167 2,387 1,263 1,194 69

Oregon 1,929 1,811 197 55,920 52,356 3,564 1,622 1,518 103

Pennsylvania 6,736 6,399 596 208,745 196,731 12,014 6,054 5,705 348

Rhode Island 608 579 57 18,631 17,490 1,141 540 507 33

South Carolina 2,197 2,088 187 56,081 53,038 3,043 1,626 1,538 88

South Dakota 457 423 61 10,006 9,122 884 290 265 26

Tennessee 3,208 3,022 338 86,497 80,144 6,353 2,508 2,324 184

Texas 10,917 10,255 1,154 336,113 312,555 23,558 9,747 9,064 683

Utah 1,213 1,164 102 30,672 29,056 1,616 889 843 47

Vermont 372 347 47 9,568 8,842 726 277 256 21

Virginia 4,105 3,915 354 137,128 129,668 7,460 3,977 3,760 216

Washington 3,351 3,180 311 113,483 107,035 6,449 3,291 3,104 187

West Virginia 871 824 83 20,631 19,126 1,505 598 555 44

Wisconsin 3,252 3,107 271 93,003 88,318 4,685 2,697 2,561 136

Wyoming 292 273 35 7,564 6,874 690 219 199 20

Outlying area

Puerto Rico 1,256 1,198 65 20,215 18,827 1,389 586 546 40

Other and unknown e

e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons employed on U.S. 

oceanborne vessels; and workers with unknown residence.

626 620 9 15,544 15,380 164 451 446 5
4.B HI: Covered Workers

4.20 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTE: Data are based on preliminary estimates.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B12b—Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and contributions, 

by state or other area and type of earnings, 2001

State or area a

a. State designation based primarily on employee end-of-year residence, obtained from employer wage reports filed via magnetic media. State designation based on location 

of employer for reports filed via paper.

Number b

(thousands)

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and state 

totals and subtotals are unduplicated counts of workers in each type of employment.

Taxable earnings c

(millions of dollars)

c. No annual maximum taxable earnings amount for Medicare.

HI contributions d

(millions of dollars)

d. For 2001 earnings, paid at the rate of 1.45 percent of taxable wages by both employees and employers, 1.45 percent of taxable tips by employees, and 2.9 percent of selfemployment income by self-employed workers. 

Total

Wage and

 salary

Selfemployed TotalWage and

 salary

Selfemployed TotalWage and

 salary

Selfemployed

All areas 157,365 148,566 15,655 5,063,500 4,735,600 327,900 146,842 137,332 9,509

Alabama 2,295 2,177 214 59,654 56,145 3,509 1,730 1,628 102

Alaska 382 360 41 11,654 10,957 697 338 318 20

Arizona 2,669 2,541 237 78,272 74,101 4,171 2,270 2,149 121

Arkansas 1,407 1,321 148 32,536 30,588 1,947 944 887 56

California 17,470 16,183 2,103 647,843 594,001 53,842 18,787 17,226 1,561

Colorado 2,586 2,427 292 85,846 79,605 6,241 2,490 2,309 181

Connecticut 1,982 1,856 225 90,477 82,449 8,027 2,624 2,391 233

Delaware 489 470 35 16,133 15,373 760 468 446 22

District of Columbia 373 357 30 16,240 14,873 1,367 471 431 40

Florida 8,566 8,048 913 242,796 229,129 13,666 7,041 6,645 396

Georgia 4,604 4,367 421 147,522 139,185 8,337 4,278 4,036 242

Hawaii 692 656 62 20,060 18,964 1,097 582 550 32

Idaho 722 680 76 17,627 16,631 995 511 482 29

Illinois 6,915 6,575 645 244,325 227,815 16,510 7,085 6,607 479

Indiana 3,507 3,352 306 97,939 92,528 5,411 2,840 2,683 157

Iowa 1,711 1,604 200 44,227 41,403 2,823 1,283 1,201 82

Kansas 1,571 1,489 162 45,962 42,912 3,050 1,333 1,244 88

Kentucky 2,179 2,053 229 57,030 52,660 4,370 1,654 1,527 127

Louisiana 2,266 2,147 214 58,481 54,693 3,788 1,696 1,586 110

Maine 751 696 92 18,993 17,569 1,424 551 510 41

Maryland 3,153 3,009 275 117,172 108,758 8,414 3,398 3,154 244

Massachusetts 3,702 3,481 400 148,782 137,700 11,082 4,315 3,993 321

Michigan 5,619 5,375 461 178,001 170,229 7,773 5,162 4,937 225

Minnesota 3,067 2,902 315 99,632 94,375 5,257 2,889 2,737 152

Mississippi 1,407 1,332 131 31,769 29,734 2,035 921 862 59

Missouri 3,179 3,003 310 88,168 83,086 5,082 2,557 2,409 147

Montana 510 468 71 11,202 10,101 1,101 325 293 32

Nebraska 1,027 963 118 26,597 24,901 1,697 771 722 49

Nevada 1,161 1,115 85 33,855 31,853 2,002 982 924 58

New Hampshire 783 734 84 26,946 25,205 1,740 781 731 50

New Jersey 4,772 4,533 433 207,848 194,992 12,856 6,028 5,655 373

New Mexico 923 868 93 22,563 21,375 1,188 654 620 34

New York 10,061 9,454 1,068 411,489 382,127 29,362 11,933 11,082 851

North Carolina 4,551 4,295 447 129,990 122,402 7,587 3,770 3,550 220

North Dakota 373 343 55 8,688 7,926 762 252 230 22

Ohio 6,472 6,159 571 185,742 176,094 9,648 5,387 5,107 280

Oklahoma 1,863 1,745 204 45,716 43,247 2,469 1,326 1,254 72

Oregon 1,926 1,811 196 56,967 53,439 3,528 1,652 1,550 102

Pennsylvania 6,807 6,473 595 215,319 202,650 12,669 6,244 5,877 367

Rhode Island 608 580 58 19,093 18,052 1,041 554 523 30

South Carolina 2,185 2,081 187 57,567 54,565 3,002 1,669 1,582 87

South Dakota 459 428 60 10,183 9,367 816 295 272 24

Tennessee 3,159 2,972 334 88,186 81,302 6,884 2,557 2,358 200

Texas 11,074 10,403 1,180 344,277 321,147 23,129 9,984 9,313 671

Utah 1,224 1,179 100 31,741 30,235 1,506 920 877 44

Vermont 374 349 47 10,250 9,529 721 297 276 21

Virginia 4,152 3,954 363 147,274 139,047 8,227 4,271 4,032 239

Washington 3,356 3,184 302 112,747 106,759 5,988 3,270 3,096 174

West Virginia 881 838 81 21,528 19,991 1,537 624 580 45

Wisconsin 3,241 3,097 274 94,902 90,159 4,743 2,752 2,615 138

Wyoming 303 284 36 8,030 7,462 568 233 216 16

Outlying area

Puerto Rico 1,231 1,173 65 20,903 19,593 1,310 606 568 38

Other and unknown e

e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons employed on U.S. 

oceanborne vessels; and workers with unknown residence.

625 620 8 16,757 16,615 142 486 482 4
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2003 ♦ 4.21

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTES: Figures are subject to revision.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.C1—Estimated number, by insured status, December 31, 1940–2003 (in millions)

Year

Workers fully insured for retirement benefits, survivor benefits, or both Workers

 insured for

Total disability benefits

Permanently

insured

Not permanently

insured

1940 24.2 1.1 23.1 . . .

1941 25.8 1.4 24.4 . . .

1942 28.1 1.8 26.3 . . .

1943 29.9 2.3 27.6 . . .

1944 31.9 2.8 29.1 . . .

1945 33.4 3.4 30.0 . . .

1946 35.4 8.6 26.8 . . .

1947 37.3 11.6 25.7 . . .

1948 38.9 13.2 25.7 . . .

1949 40.1 14.9 25.2 . . .

1950 59.8 21.0 38.8 . . .

1951 62.8 22.9 39.9 . . .

1952 68.2 25.6 42.7 . . .

1953 71.0 27.7 43.4 . . .

1954 70.2 29.9 40.4 31.9

1955 70.5 32.5 38.0 35.4

1956 74.0 36.1 38.0 37.2

1957 76.1 38.3 37.9 38.4

1958 76.5 40.3 36.2 43.4

1959 76.7 42.2 34.6 46.4

1960 84.4 47.6 36.8 48.5

1961 88.5 53.3 35.3 50.5

1962 89.8 54.9 34.8 51.5

1963 91.3 56.6 34.7 52.3

1964 92.8 58.3 34.5 53.3

1965 94.8 60.2 34.6 55.0

1966 97.2 61.9 35.3 55.7

1967 99.9 63.3 36.6 56.9

1968 102.6 64.5 38.1 70.1

1969 105.6 66.1 39.5 72.4

1970 108.3 67.3 41.0 74.5

1971 110.8 68.5 42.3 76.1

1972 113.5 69.8 43.7 77.8

1973 116.8 71.3 45.6 80.4

1974 120.2 72.7 47.5 83.3

1975 123.2 74.4 48.8 85.3

1976 126.0 76.1 49.9 87.0

1977 129.0 78.1 50.9 89.3

1978 133.3 80.3 53.0 93.7

1979 137.3 83.0 54.3 98.0

1980 140.4 85.3 55.0 100.3

1981 142.9 88.0 54.9 102.6

1982 144.7 90.7 54.0 104.5

1983 146.5 94.0 52.5 105.4

1984 148.3 96.9 51.4 107.1

1985 150.9 100.1 50.8 109.6

1986 153.2 103.3 49.9 111.6

1987 155.7 107.4 48.3 113.5

1988 158.3 110.7 47.6 115.7

1989 161.3 113.6 47.8 118.1

1990 164.0 116.4 47.6 120.1

1991 166.0 118.8 47.2 121.5

1992 167.5 121.1 46.4 122.9

1993 169.2 123.6 45.6 124.4

1994 170.8 125.9 44.9 126.2

1995 173.2 128.4 44.8 128.2

1996 175.3 130.9 44.4 130.3

1997 177.8 133.8 44.0 132.4

1998 180.2 136.3 43.9 134.7

1999 182.6 138.5 44.0 136.9

2000 185.2 140.7 44.5 139.0

2001 187.8 143.1 44.7 140.7

2002 190.1 145.1 44.9 142.8

2003 192.4 147.3 45.2 145.2
4.C OASDI: Insured Workers

4.22 ♦ Annual Statistical Supplement, 2003

Table 4.C2—Estimated number, insured status, sex, and age, December 31, 1970–2003, selected years

(in thousands)

Year

Total,

all ages Under 20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74

75 or

older

Fully insured for retirement benefits, survivor benefits, or both

Total

1970 108,415 4,104 14,972 12,704 10,156 9,220 9,686 10,028 9,172 7,925 6,686 5,262 3,798 4,703

1975 123,231 5,304 16,938 17,057 12,716 10,148 9,238 9,606 9,719 8,633 7,524 6,227 4,405 5,714

1980 140,474 6,558 19,153 19,270 17,200 12,785 10,240 9,211 9,404 9,270 8,244 6,984 5,219 6,937

1985 150,971 4,301 17,735 20,772 19,299 17,100 12,780 10,206 9,043 9,023 8,856 7,538 5,915 8,402

1990 164,140 4,805 16,455 20,465 21,096 19,310 17,088 12,736 10,050 8,753 8,826 8,210 6,433 9,913

1991 166,064 4,325 16,454 19,965 21,326 19,805 17,404 13,703 10,502 8,810 8,725 8,174 6,653 10,217

1992 167,582 3,960 16,137 19,384 21,380 20,294 17,793 14,436 11,090 9,009 8,535 8,217 6,807 10,540

1993 169,357 3,743 15,692 18,904 21,368 20,676 18,281 15,220 11,602 9,277 8,561 8,267 6,916 10,851

1994 170,869 3,753 15,159 18,606 21,201 20,987 18,765 16,051 12,123 9,457 8,391 8,193 7,079 11,106

1995 173,268 3,983 14,850 18,556 20,822 21,246 19,270 16,837 12,636 9,766 8,541 8,185 7,136 11,439

1996 175,561 4,226 14,698 18,482 20,325 21,430 19,763 17,286 13,431 10,233 8,611 8,149 7,116 11,813

1997 178,039 4,377 14,766 18,359 19,830 21,516 20,246 17,739 14,189 10,714 8,846 8,109 7,187 12,162

1998 180,236 4,641 14,988 18,122 19,451 21,511 20,643 18,172 15,027 11,203 9,072 7,977 7,117 12,313

1999 182,564 4,850 15,388 17,788 19,237 21,349 20,974 18,598 15,829 11,755 9,135 8,019 7,060 12,583

2000 185,230 4,885 15,866 17,463 19,139 21,072 21,267 19,107 16,482 12,373 9,635 8,049 7,067 12,826

2001 187,756 4,882 16,230 17,417 19,085 20,680 21,499 19,641 16,954 13,059 10,071 8,150 7,037 13,051

2002 190,057 4,814 16,604 17,455 19,031 20,235 21,636 20,159 17,392 13,813 10,332 8,294 7,011 13,281

2003 192,446 4,747 16,929 17,568 18,978 19,842 21,662 20,591 17,868 14,560 10,761 8,520 6,971 13,449

Male

1970 62,946 2,702 8,563 7,108 5,861 5,431 5,681 5,767 5,298 4,694 3,905 3,025 2,172 2,742

1975 69,315 3,210 9,376 9,230 7,153 5,847 5,367 5,543 5,527 4,919 4,278 3,426 2,413 3,024

1980 76,635 3,700 10,223 10,198 9,311 7,119 5,788 5,247 5,338 5,213 4,568 3,763 2,752 3,416

1985 80,723 2,325 9,407 10,871 10,233 9,220 7,029 5,676 5,073 5,052 4,861 3,992 3,067 3,917

1990 86,477 2,568 8,656 10,727 11,049 10,175 9,087 6,899 5,515 4,850 4,823 4,339 3,300 4,488

1991 87,277 2,303 8,623 10,469 11,173 10,419 9,195 7,384 5,729 4,873 4,773 4,318 3,412 4,606

1992 87,862 2,077 8,465 10,156 11,201 10,664 9,358 7,730 6,023 4,968 4,663 4,338 3,487 4,731

1993 88,520 1,958 8,205 9,888 11,195 10,849 9,584 8,099 6,267 5,094 4,653 4,335 3,543 4,852

1994 89,118 1,962 7,914 9,718 11,103 10,994 9,825 8,488 6,517 5,161 4,559 4,300 3,623 4,953

1995 90,129 2,078 7,701 9,662 10,905 11,114 10,068 8,855 6,765 5,299 4,638 4,304 3,639 5,102

1996 91,075 2,177 7,604 9,596 10,634 11,195 10,312 9,047 7,159 5,524 4,649 4,282 3,629 5,268

1997 92,079 2,255 7,609 9,495 10,362 11,218 10,548 9,249 7,526 5,759 4,751 4,250 3,652 5,404

1998 93,098 2,387 7,690 9,346 10,143 11,188 10,742 9,443 7,924 5,989 4,862 4,202 3,654 5,529

1999 94,039 2,497 7,853 9,144 9,999 11,088 10,891 9,644 8,293 6,257 4,872 4,214 3,632 5,655

2000 95,236 2,499 8,098 8,952 9,917 10,944 11,029 9,885 8,596 6,565 5,117 4,215 3,649 5,771

2001 96,519 2,526 8,312 8,936 9,870 10,760 11,132 10,151 8,820 6,912 5,326 4,252 3,641 5,883

2002 97,623 2,489 8,511 8,963 9,835 10,531 11,182 10,412 9,024 7,281 5,449 4,318 3,626 6,002

2003 98,752 2,450 8,683 9,026 9,809 10,317 11,186 10,632 9,236 7,637 5,671 4,423 3,597 6,085

Female

1970 45,469 1,402 6,409 5,597 4,295 3,789 4,005 4,262 3,874 3,231 2,781 2,237 1,626 1,961

1975 53,916 2,094 7,562 7,827 5,563 4,302 3,871 4,063 4,192 3,714 3,246 2,801 1,991 2,691

1980 63,839 2,858 8,931 9,072 7,889 5,666 4,452 3,963 4,065 4,057 3,677 3,221 2,468 3,521

1985 70,248 1,976 8,328 9,901 9,066 7,881 5,751 4,530 3,970 3,971 3,995 3,546 2,848 4,485

1990 77,663 2,237 7,799 9,738 10,047 9,134 8,001 5,837 4,535 3,903 4,003 3,871 3,133 5,425

1991 78,788 2,023 7,832 9,495 10,153 9,387 8,210 6,319 4,772 3,937 3,952 3,856 3,242 5,611

1992 79,721 1,883 7,672 9,227 10,179 9,630 8,435 6,707 5,067 4,042 3,873 3,879 3,319 5,809

1993 80,838 1,786 7,487 9,016 10,172 9,827 8,697 7,121 5,335 4,184 3,909 3,932 3,374 5,999

1994 81,751 1,791 7,245 8,888 10,097 9,992 8,940 7,563 5,606 4,296 3,831 3,893 3,456 6,153

1995 83,139 1,905 7,149 8,894 9,917 10,133 9,202 7,982 5,871 4,468 3,903 3,882 3,497 6,338

1996 84,486 2,048 7,094 8,886 9,690 10,235 9,451 8,239 6,272 4,710 3,962 3,867 3,487 6,546

1997 85,961 2,122 7,157 8,863 9,468 10,298 9,698 8,490 6,663 4,954 4,094 3,859 3,536 6,758

1998 87,138 2,254 7,298 8,776 9,308 10,324 9,901 8,729 7,103 5,214 4,210 3,775 3,462 6,784

1999 88,526 2,353 7,535 8,644 9,238 10,261 10,083 8,955 7,536 5,497 4,263 3,806 3,428 6,928

2000 89,993 2,386 7,768 8,511 9,222 10,128 10,238 9,222 7,886 5,808 4,518 3,834 3,418 7,056

2001 91,237 2,357 7,919 8,481 9,216 9,920 10,367 9,490 8,134 6,147 4,746 3,897 3,396 7,169

2002 92,434 2,326 8,094 8,492 9,195 9,704 10,454 9,746 8,368 6,531 4,883 3,977 3,385 7,279

2003 93,694 2,297 8,246 8,542 9,170 9,525 10,476 9,959 8,632 6,924 5,090 4,097 3,374 7,364

(Continued)
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2003 ♦ 4.23

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTES: Figures are subject to revision.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Insured for disability benefits

Total

1970 74,504 3,860 12,432 9,858 7,257 6,743 7,399 7,817 7,250 6,486 5,401 . . . . . . . . .

1975 85,305 4,948 14,144 13,289 9,313 7,610 7,271 7,762 7,892 7,035 6,041 . . . . . . . . .

1980 100,329 6,341 17,410 16,104 12,997 9,788 8,267 7,628 7,888 7,669 6,238 . . . . . . . . .

1985 109,572 4,105 15,868 17,976 15,851 13,683 10,661 8,747 7,780 7,763 7,138 . . . . . . . . .

1990 120,081 4,541 15,023 17,954 17,691 16,099 14,339 10,991 8,759 7,569 7,116 . . . . . . . . .

1991 121,530 4,047 14,788 17,620 17,946 16,653 14,890 11,743 9,075 7,700 7,070 . . . . . . . . .

1992 122,883 3,655 14,295 17,188 18,204 17,178 15,203 12,610 9,683 7,823 7,045 . . . . . . . . .

1993 124,430 3,461 13,945 16,758 18,341 17,646 15,672 13,262 10,261 8,093 6,991 . . . . . . . . .

1994 126,205 3,514 13,639 16,433 18,358 17,957 16,234 14,029 10,724 8,310 7,009 . . . . . . . . .

1995 128,233 3,763 13,374 16,409 18,068 18,291 16,787 14,823 11,095 8,571 7,051 . . . . . . . . .

1996 130,315 4,021 13,206 16,440 17,665 18,507 17,278 15,328 11,839 8,889 7,142 . . . . . . . . .

1997 132,354 4,173 13,408 16,307 17,224 18,635 17,699 15,553 12,664 9,451 7,242 . . . . . . . . .

1998 134,654 4,439 13,712 16,151 16,840 18,717 18,082 15,964 13,288 10,000 7,462 . . . . . . . . .

1999 136,923 4,651 14,070 15,885 16,623 18,712 18,364 16,508 14,011 10,424 7,675 . . . . . . . . .

2000 138,992 4,672 14,501 15,481 16,674 18,449 18,714 17,036 14,803 10,756 7,905 . . . . . . . . .

2001 140,673 4,651 14,836 15,497 16,663 18,056 18,835 17,421 15,048 11,318 8,347 . . . . . . . . .

2002 142,813 4,588 15,213 15,581 16,692 17,717 19,006 17,909 15,477 12,010 8,620 . . . . . . . . .

2003 145,225 4,525 15,539 15,739 16,705 17,419 19,074 18,324 15,947 12,685 9,023 246 . . . . . .

Male

1970 49,847 2,550 7,622 6,519 5,331 4,956 5,191 5,218 4,722 4,224 3,512 . . . . . . . . .

1975 54,323 3,004 8,274 8,191 6,400 5,320 4,911 5,037 4,977 4,389 3,822 . . . . . . . . .

1980 60,140 3,586 9,607 9,218 8,068 6,348 5,238 4,733 4,833 4,672 3,837 . . . . . . . . .

1985 62,896 2,219 8,650 9,952 9,169 8,105 6,319 5,124 4,561 4,570 4,227 . . . . . . . . .

1990 66,898 2,424 8,039 9,749 9,909 9,157 8,070 6,175 4,941 4,319 4,116 . . . . . . . . .

1991 67,380 2,145 7,907 9,549 9,985 9,435 8,309 6,553 5,064 4,380 4,052 . . . . . . . . .

1992 67,837 1,906 7,644 9,296 10,095 9,691 8,432 6,982 5,363 4,425 4,003 . . . . . . . . .

1993 68,435 1,806 7,426 9,042 10,177 9,892 8,650 7,287 5,665 4,532 3,959 . . . . . . . . .

1994 69,150 1,829 7,263 8,824 10,156 10,028 8,944 7,651 5,878 4,632 3,946 . . . . . . . . .

1995 69,979 1,957 7,079 8,774 9,971 10,186 9,244 8,020 6,054 4,737 3,957 . . . . . . . . .

1996 70,815 2,068 6,948 8,747 9,720 10,272 9,509 8,252 6,435 4,863 4,003 . . . . . . . . .

1997 71,659 2,146 6,996 8,656 9,444 10,303 9,724 8,343 6,848 5,152 4,047 . . . . . . . . .

1998 72,611 2,279 7,117 8,516 9,186 10,342 9,892 8,549 7,149 5,444 4,138 . . . . . . . . .

1999 73,564 2,392 7,264 8,338 8,998 10,313 10,023 8,838 7,497 5,654 4,249 . . . . . . . . .

2000 74,424 2,385 7,475 8,083 8,981 10,131 10,200 9,139 7,869 5,822 4,340 . . . . . . . . .

2001 74,984 2,412 7,673 8,116 8,941 9,845 10,161 9,237 7,945 6,086 4,567 . . . . . . . . .

2002 75,946 2,378 7,884 8,151 8,942 9,636 10,217 9,475 8,145 6,429 4,689 . . . . . . . . .

2003 77,040 2,342 8,061 8,231 8,935 9,440 10,224 9,675 8,356 6,747 4,895 134 . . . . . .

Female

1970 24,656 1,310 4,810 3,339 1,926 1,787 2,208 2,599 2,527 2,262 1,889 . . . . . . . . .

1975 30,982 1,945 5,870 5,098 2,913 2,290 2,360 2,726 2,915 2,646 2,219 . . . . . . . . .

1980 40,189 2,755 7,804 6,886 4,929 3,441 3,028 2,894 3,055 2,997 2,401 . . . . . . . . .

1985 46,676 1,886 7,218 8,025 6,682 5,578 4,342 3,622 3,219 3,193 2,911 . . . . . . . . .

1990 53,183 2,116 6,984 8,206 7,782 6,942 6,269 4,816 3,818 3,250 3,000 . . . . . . . . .

1991 54,150 1,902 6,881 8,071 7,960 7,217 6,581 5,190 4,010 3,320 3,019 . . . . . . . . .

1992 55,046 1,749 6,652 7,892 8,109 7,487 6,771 5,628 4,319 3,398 3,041 . . . . . . . . .

1993 55,995 1,656 6,519 7,715 8,165 7,754 7,022 5,974 4,597 3,561 3,033 . . . . . . . . .

1994 57,055 1,685 6,376 7,609 8,202 7,929 7,289 6,378 4,845 3,678 3,063 . . . . . . . . .

1995 58,254 1,806 6,295 7,635 8,097 8,105 7,544 6,803 5,042 3,834 3,094 . . . . . . . . .

1996 59,500 1,953 6,258 7,693 7,946 8,234 7,769 7,077 5,404 4,026 3,139 . . . . . . . . .

1997 60,696 2,026 6,412 7,651 7,780 8,332 7,975 7,210 5,816 4,298 3,196 . . . . . . . . .

1998 62,043 2,161 6,595 7,635 7,654 8,376 8,190 7,415 6,139 4,555 3,324 . . . . . . . . .

1999 63,360 2,260 6,806 7,547 7,626 8,399 8,341 7,670 6,514 4,771 3,426 . . . . . . . . .

2000 64,567 2,288 7,026 7,397 7,693 8,319 8,514 7,897 6,935 4,934 3,565 . . . . . . . . .

2001 65,688 2,239 7,163 7,381 7,722 8,211 8,673 8,184 7,103 5,232 3,780 . . . . . . . . .

2002 66,867 2,211 7,329 7,430 7,750 8,081 8,789 8,434 7,332 5,581 3,931 . . . . . . . . .

2003 68,185 2,183 7,478 7,508 7,770 7,979 8,850 8,649 7,591 5,938 4,128 112 . . . . . .

Table 4.C2—Estimated number, insured status, sex, and age, December 31, 1970–2003, selected years

(in thousands)—Continued

Year

Total,

all ages Under 20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74

75 or

older
4.C OASDI: Insured Workers

4.24 ♦ Annual Statistical Supplement, 2003

SOURCE: U.S. Census Bureau.

NOTES: Population in the Social Security area includes residents of the 50 states and the District of Columbia adjusted for net census undercount; civilian residents of Puerto 

Rico, the Virgin Islands, Guam, American Samoa, and the Northern Mariana Islands; federal civilian employees and persons in the armed forces abroad and their dependents; 

crew members of merchant vessels; and all other U.S. citizens abroad.

Population estimates are subject to revision. 

CONTACT: Felicitie Bell (410) 965-3020 or Michael Miller (410) 966-4157.

Table 4.C5—Estimated size of the population in the Social Security area and percentage fully insured,

by sex and age, 1999–2003 (in thousands)

Age at end of year

1999 2000 2001 2002 2003

Population

Percentage

 fully

insured Population

Percentage

 fully

insured Population

Percentage

 fully

insured Population

Percentage

 fully

insured Population

Percentage

 fully

insured

Total

Total 289,645 a 86

a. Percentage of population aged 20 or older and fully insured.

292,393 a 86 295,205 a 87 298,023 a 87 300,801 a 87

Under 15 62,413 b

b. Less than 0.5 percent.

62,570 b 62,747 b 62,882 b 62,969 b

15–19 20,890 23 21,100 23 21,197 23 21,323 23 21,453 22

20–24 19,667 78 19,963 79 20,341 80 20,778 80 21,192 80

25–29 20,042 89 20,026 87 20,039 87 20,085 87 20,200 87

30–34 21,140 91 20,916 92 20,808 92 20,744 92 20,719 92

35–39 23,317 92 23,065 91 22,728 91 22,315 91 21,915 91

40–44 23,002 91 23,294 91 23,512 91 23,622 92 23,627 92

45–49 20,570 90 21,074 91 21,613 91 22,139 91 22,603 91

50–54 17,981 88 18,571 89 19,064 89 19,495 89 19,923 90

55–59 13,785 85 14,498 85 15,293 85 16,123 86 16,908 86

60–64 11,073 82 11,358 85 11,744 86 12,146 85 12,666 85

65–69 9,771 82 9,762 82 9,799 83 9,941 83 10,170 84

70–74 9,058 78 9,018 78 8,933 79 8,834 79 8,725 80

75 or older 16,936 74 17,178 75 17,389 75 17,595 75 17,731 76

Male

Subtotal 142,106 a 92 143,513 a 92 144,940 a 92 146,379 a 92 147,801 a 92

Under 15 31,956 b 32,029 b 32,116 b 32,183 b 32,225 b

15–19 10,731 23 10,838 23 10,878 23 10,932 23 10,990 22

20–24 10,041 78 10,208 79 10,416 80 10,651 80 10,870 80

25–29 10,124 90 10,122 88 10,137 88 10,176 88 10,254 88

30–34 10,629 94 10,517 94 10,457 94 10,418 94 10,400 94

35–39 11,619 95 11,501 95 11,342 95 11,147 94 10,957 94

40–44 11,404 96 11,549 95 11,656 96 11,710 95 11,713 96

45–49 10,124 95 10,373 95 10,642 95 10,906 95 11,138 95

50–54 8,801 94 9,089 95 9,326 95 9,533 95 9,740 95

55–59 6,661 94 7,013 94 7,405 93 7,814 93 8,201 93

60–64 5,263 93 5,406 95 5,592 95 5,785 94 6,036 94

65–69 4,512 93 4,514 93 4,536 94 4,612 94 4,727 94

70–74 3,994 91 3,993 91 3.969 92 3,933 92 3,892 92

75 or older 6,245 91 6,362 91 6,468 91 6,576 91 6,656 91

Female

Subtotal 147,539 a 81 148,880 a 81 150,264 a 81 151,643 a 82 153,000 a 82

Under 15 30,457 b 30,542 b 30,631 b 30,698 b 30,743 b

15–19 10,159 23 10,263 23 10,319 23 10,391 22 10,463 22

20–24 9,627 78 9,754 80 9,925 80 10,127 80 10,322 80

25–29 9,918 87 9,903 86 9,902 86 9,909 86 9,946 86

30–34 10,510 88 10,399 89 10,351 89 10,327 89 10,319 89

35–39 11,698 88 11,564 88 11,386 87 11,167 87 10,958 87

40–44 11,598 87 11,745 87 11,855 87 11,912 88 11,914 88

45–49 10,446 86 10,701 86 10,971 87 11,233 87 11,465 87

50–54 9,180 82 9,482 83 9,738 84 9,962 84 10,183 85

55–59 7,124 77 7,485 78 7,888 78 8.308 79 8,707 80

60–64 5,810 73 5,953 76 6,151 77 6,361 77 6,630 77

65–69 5,259 72 5,248 73 5,263 74 5,329 75 5,442 75

70–74 5,063 68 5,024 68 4,964 68 4,901 69 4,833 70

75 or older 10,691 65 10,816 65 10,920 66 11,018 66 11,075 66
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2003 ♦ 4.25

SOURCES: National Center for Health Statistics and the U.S. Census Bureau.

CONTACT: Felicitie Bell (410) 965-3020.

Table 4.C6—Period life table, 2000

Exact

age

Male Female

Exact

age

Male Female

Death

probability a

a. Probability of dying within one year.

Number

 of lives b

b. Number of survivors out of 100,000 born alive.

Life

expectancy

Death

 probability a Number

 of lives b Lifeexpectancy

Death

 probability a Number of lives b Lifeexpectancy

Death

 probability a Number of lives b Lifeexpectancy

0 0.008115 100,000 73.90 0.006702 100,000 79.24 60 0.012645 84,523 19.48 0.008061 90,667 22.90

1 0.000531 99,189 73.50 0.000458 99,330 78.77 61 0.013774 83,454 18.73 0.008837 89,936 22.08

2 0.000359 99,136 72.54 0.000299 99,284 77.81 62 0.015117 82,305 17.98 0.009729 89,141 21.28

3 0.000298 99,100 71.57 0.000223 99,255 76.83 63 0.016717 81,060 17.25 0.010758 88,274 20.48

4 0.000232 99,071 70.59 0.000167 99,232 75.85 64 0.018541 79,705 16.54 0.011909 87,325 19.70

5 0.000206 99,048 69.60 0.000155 99,216 74.86 65 0.020582 78,228 15.84 0.013209 86,285 18.93

6 0.000192 99,027 68.62 0.000148 99,201 73.88 66 0.022740 76,617 15.16 0.014590 85,145 18.18

7 0.000180 99,008 67.63 0.000143 99,186 72.89 67 0.024910 74,875 14.50 0.015949 83,903 17.44

8 0.000163 98,990 66.64 0.000136 99,172 71.90 68 0.027036 73,010 13.86 0.017242 82,564 16.71

9 0.000141 98,974 65.65 0.000128 99,158 70.91 69 0.029205 71,036 13.23 0.018547 81,141 16.00

10 0.000125 98,960 64.66 0.000121 99,146 69.91 70 0.031630 68,961 12.61 0.020032 79,636 15.29

11 0.000135 98,948 63.67 0.000124 99,134 68.92 71 0.034380 66,780 12.01 0.021768 78,041 14.59

12 0.000191 98,935 62.68 0.000144 99,121 67.93 72 0.037348 64,484 11.42 0.023697 76,342 13.91

13 0.000308 98,916 61.69 0.000186 99,107 66.94 73 0.040548 62,076 10.84 0.025843 74,533 13.23

14 0.000467 98,885 60.71 0.000243 99,089 65.95 74 0.044060 59,559 10.28 0.028258 72,607 12.57

15 0.000640 98,839 59.74 0.000309 99,064 64.97 75 0.048038 56,935 9.73 0.031071 70,555 11.92

16 0.000804 98,776 58.78 0.000369 99,034 63.99 76 0.052535 54,200 9.20 0.034292 68,363 11.29

17 0.000954 98,696 57.82 0.000416 98,997 63.01 77 0.057502 51,352 8.68 0.037840 66,018 10.67

18 0.001079 98,602 56.88 0.000441 98,956 62.04 78 0.062970 48,399 8.18 0.041720 63,520 10.07

19 0.001181 98,496 55.94 0.000451 98,912 61.07 79 0.069027 45,352 7.69 0.046042 60,870 9.49

20 0.001285 98,380 55.00 0.000459 98,868 60.09 80 0.075760 42,221 7.23 0.051013 58,068 8.92

21 0.001383 98,253 54.07 0.000471 98,822 59.12 81 0.083288 39,023 6.78 0.056716 55,105 8.37

22 0.001437 98,117 53.15 0.000480 98,776 58.15 82 0.091713 35,772 6.35 0.063090 51,980 7.85

23 0.001434 97,976 52.22 0.000486 98,728 57.18 83 0.101108 32,492 5.94 0.070175 48,701 7.34

24 0.001391 97,836 51.30 0.000491 98,681 56.20 84 0.111468 29,207 5.55 0.078071 45,283 6.86

25 0.001333 97,700 50.37 0.000496 98,632 55.23 85 0.122752 25,951 5.18 0.086897 41,748 6.40

26 0.001286 97,569 49.44 0.000505 98,583 54.26 86 0.134930 22,765 4.84 0.096754 38,120 5.96

27 0.001259 97,444 48.50 0.000522 98,533 53.29 87 0.147987 19,694 4.52 0.107719 34,432 5.54

28 0.001267 97,321 47.56 0.000550 98,482 52.31 88 0.161928 16,779 4.21 0.119836 30,723 5.15

29 0.001303 97,198 46.62 0.000588 98,428 51.34 89 0.176773 14,062 3.93 0.133124 27,041 4.78

30 0.001350 97,071 45.68 0.000632 98,370 50.37 90 0.192542 11,576 3.67 0.147587 23,441 4.44

31 0.001400 96,940 44.74 0.000681 98,308 49.40 91 0.209250 9,347 3.42 0.163214 19,982 4.12

32 0.001465 96,805 43.80 0.000737 98,241 48.44 92 0.226904 7,392 3.20 0.179988 16,720 3.83

33 0.001546 96,663 42.87 0.000800 98,168 47.47 93 0.245500 5,714 2.99 0.197882 13,711 3.56

34 0.001642 96,513 41.93 0.000871 98,090 46.51 94 0.265023 4,311 2.80 0.216861 10,998 3.31

35 0.001754 96,355 41.00 0.000949 98,004 45.55 95 0.284534 3,169 2.63 0.236103 8,613 3.09

36 0.001883 96,186 40.07 0.001035 97,911 44.59 96 0.303801 2,267 2.48 0.255356 6,579 2.89

37 0.002030 96,005 39.14 0.001131 97,810 43.64 97 0.322578 1,578 2.34 0.274345 4,899 2.72

38 0.002196 95,810 38.22 0.001237 97,699 42.69 98 0.340612 1,069 2.21 0.292777 3,555 2.55

39 0.002381 95,599 37.31 0.001354 97,579 41.74 99 0.357642 705 2.10 0.310343 2,514 2.40

40 0.002583 95,372 36.39 0.001484 97,446 40.80 100 0.375525 453 1.99 0.328964 1,734 2.26

41 0.002802 95,125 35.49 0.001623 97,302 39.85 101 0.394301 283 1.88 0.348701 1,164 2.12

42 0.003045 94,859 34.59 0.001760 97,144 38.92 102 0.414016 171 1.78 0.369624 758 1.99

43 0.003312 94,570 33.69 0.001894 96,973 37.99 103 0.434717 100 1.68 0.391801 478 1.87

44 0.003602 94,257 32.08 0.002029 96,789 37.06 104 0.456452 57 1.58 0.415309 291 1.75

45 0.003928 93,917 31.92 0.002180 96,593 36.13 105 0.479275 31 1.49 0.440228 170 1.63

46 0.004272 93,548 31.04 0.002353 96,382 35.21 106 0.503239 16 1.40 0.466641 95 1.52

47 0.004603 93,149 30.17 0.002541 96,156 34.29 107 0.528401 8 1.32 0.494640 51 1.42

48 0.004908 92,720 29.31 0.002747 95,911 33.38 108 0.554821 4 1.24 0.524318 26 1.32

49 0.005210 92,265 28.45 0.002976 95,648 32.47 109 0.582562 2 1.16 0.555777 12 1.23

50 0.005538 91,784 27.60 0.003233 95,363 31.56 110 0.611690 1 1.09 0.589124 5 1.14

51 0.005926 91,276 26.75 0.003523 95,055 30.66 111 0.642274 0 1.02 0.624471 2 1.05

52 0.006386 90,735 25.90 0.003849 94,720 29.77 112 0.674388 0 0.95 0.661939 1 0.97

53 0.006935 90,156 25.07 0.004214 94,355 28.88 113 0.708107 0 0.89 0.701655 0 0.90

54 0.007568 89,530 24.24 0.004621 93,958 28.00 114 0.743513 0 0.82 0.743513 0 0.82

55 0.008292 88,853 23.42 0.005083 93,524 27.13 115 0.780688 0 0.76 0.780688 0 0.76

56 0.009083 88,116 22.61 0.005594 93,048 26.27 116 0.819722 0 0.71 0.819722 0 0.71

57 0.009910 87,316 21.81 0.006144 92,528 25.41 117 0.860709 0 0.65 0.860709 0 0.65

58 0.010759 86,450 21.03 0.006731 91,959 24.57 118 0.903744 0 0.60 0.903744 0 0.60

59 0.011663 85,520 20.25 0.007369 91,340 23.73 119 0.948931 0 0.55 0.948931 0 0.55

5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.1

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A1—Number and average monthly benefit, by type of benefit and race, December 2002

Type of benefit

All races a

a. Includes 152,770 persons of unknown race. In years prior to 1993, persons of unknown race were included with White.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number c

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Total, OASDI d

d. Includes special age-72 beneficiaries.

46,452,550 815.00 39,417,390 841.60 4,784,360 680.40 2,098,030 628.40

OASI 39,232,330 836.90 34,275,290 858.70 3,501,850 698.80 1,348,710 647.70

Retirement benefits 32,362,130 851.40 28,672,900 867.80 2,593,670 740.30 1,020,020 676.90

Retired workers 29,203,660 895.00 25,883,360 911.70 2,370,600 774.80 882,840 733.10

Spouses of retired workers 2,681,090 451.90 2,439,880 462.00 127,590 372.30 105,910 318.90

Children of retired workers 477,380 427.70 349,660 453.10 95,480 376.60 31,270 303.10

Survivor benefits 6,870,200 768.70 5,602,390 812.10 908,180 580.10 328,690 557.20

Children of deceased workers 1,905,050 584.20 1,266,870 629.80 432,850 491.10 189,220 492.90

Widowed mothers and fathers 193,270 636.70 135,050 680.50 30,900 543.70 25,530 520.30

Nondisabled widow(er)s 4,563,660 861.40 4,046,970 882.80 402,300 688.10 102,080 691.20

Disabled widow(er)s 205,870 546.20 152,190 565.80 41,880 488.90 11,120 494.20

Parents of deceased workers 2,350 770.10 1,310 807.60 250 744.80 740 722.40

DI 7,220,210 696.00 5,142,100 727.70 1,282,510 630.10 749,320 593.60

Disabled workers 5,535,860 834.10 4,016,610 860.30 944,570 775.40 539,060 745.30

Spouses of disabled workers 151,260 211.60 113,860 221.90 18,660 191.80 18,080 169.20

Children of disabled workers 1,533,090 245.00 1,011,630 258.10 319,280 225.70 192,180 207.80
5.A OASDI Current-Pay Benefits

5.2 ♦ Annual Statistical Supplement, 2003

Table 5.A1.1—Number and average monthly benefit for retired workers, by sex, age, and race,

December 2002

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All retired workers

Total 29,203,660 895.00 25,883,360 911.70 2,370,600 774.80 882,840 733.10

62–64 2,578,870 831.10 2,244,160 846.30 228,530 762.70 106,130 656.80

62 689,330 824.00 597,070 839.40 60,380 761.90 31,880 654.30

63 894,860 826.20 775,840 841.00 82,280 763.30 36,720 654.10

64 994,680 840.40 871,250 855.80 85,870 762.60 37,530 661.70

65–69 7,567,660 894.20 6,552,020 913.40 699,160 792.10 312,230 723.40

65 1,613,890 927.40 1,390,380 947.30 149,520 825.40 73,360 758.90

66 1,568,900 897.30 1,357,520 916.00 143,450 802.30 67,310 724.20

67 1,532,120 881.80 1,325,730 901.10 144,400 776.80 61,190 712.80

68 1,475,040 877.20 1,280,720 896.10 136,090 776.90 57,190 696.60

69 1,377,710 884.00 1,197,670 903.10 125,700 774.80 53,180 714.60

70–74 6,614,310 889.00 5,849,680 906.00 546,400 771.60 205,370 727.40

70 1,393,740 897.80 1,215,970 916.30 127,400 785.80 49,030 734.30

71 1,356,660 887.60 1,199,090 905.20 111,210 770.60 44,270 711.40

72 1,349,640 883.40 1,197,680 900.60 108,230 764.30 41,540 706.50

73 1,261,910 882.30 1,120,150 898.50 101,860 763.20 36,470 734.20

74 1,252,360 893.50 1,116,790 909.00 97,700 771.10 34,060 756.50

75–79 5,524,900 893.50 4,964,470 908.30 409,230 761.80 131,040 756.00

75 1,223,300 899.50 1,093,160 915.70 94,590 767.20 31,530 749.70

76 1,150,470 891.80 1,032,600 906.20 86,600 766.00 26,890 753.80

77 1,102,830 903.20 990,610 918.40 82,260 766.90 25,920 766.60

78 1,065,550 888.60 960,090 903.00 77,390 754.00 23,960 757.20

79 982,750 882.30 888,010 895.90 68,390 751.60 22,740 753.80

80–84 3,837,810 893.90 3,478,740 907.70 265,800 754.40 75,980 762.00

80 911,860 882.10 821,730 896.00 65,700 751.30 20,240 754.70

81 876,270 881.80 795,760 895.50 59,680 740.80 17,190 748.90

82 772,290 882.10 701,080 895.10 52,600 747.80 15,120 757.30

83 660,200 897.70 597,010 911.80 47,500 755.70 12,540 767.70

84 617,190 939.40 563,160 953.20 40,320 786.70 10,890 796.50

85–89 2,069,850 994.80 1,885,310 1,009.40 139,880 822.40 35,520 891.90

85 537,530 967.90 490,670 981.30 34,730 804.20 9,520 875.50

86 469,090 1,026.30 426,980 1,041.70 32,580 850.40 7,600 921.80

87 409,810 1,011.00 373,850 1,025.10 26,710 839.10 7,340 917.00

88 357,710 991.20 324,910 1,007.10 25,230 807.00 6,050 881.50

89 295,710 975.30 268,900 990.30 20,630 806.10 5,010 853.40

90–94 798,490 926.60 722,360 942.70 60,530 750.30 12,940 828.20

95 or older 211,770 857.30 186,620 878.50 21,070 677.30 3,630 800.50

Men

Subtotal 15,107,850 1,008.10 13,452,980 1,029.80 1,131,220 848.40 494,200 789.60

62–64 1,332,960 990.40 1,157,940 1,018.20 119,180 840.20 55,810 735.20

62 351,270 991.70 304,190 1,020.00 31,150 842.20 15,930 744.90

63 463,130 983.80 400,030 1,012.10 43,430 838.60 19,660 730.70

64 518,560 995.40 453,720 1,022.40 44,600 840.30 20,220 731.80

65–69 4,198,470 1,030.60 3,653,330 1,058.60 360,330 872.70 182,170 784.20

65 891,960 1,081.00 772,110 1,111.70 77,970 913.00 41,490 828.70

66 870,350 1,035.60 755,590 1,064.00 74,330 882.90 40,090 785.50

67 851,290 1,014.50 740,540 1,042.30 73,940 857.00 36,290 769.50

68 819,080 1,006.30 715,230 1,033.10 69,930 854.10 33,300 753.50

69 765,790 1,010.10 669,860 1,036.70 64,160 850.30 31,000 773.00

70–74 3,610,550 1,007.50 3,217,270 1,029.50 272,350 846.80 114,460 781.90

70 763,270 1,025.70 670,430 1,051.30 64,560 861.90 27,450 791.20

71 745,680 1,007.50 664,030 1,030.40 55,420 845.30 24,920 766.70

72 741,430 999.40 662,730 1,021.60 54,460 837.80 22,970 752.60

73 685,700 994.90 614,190 1,014.80 49,910 837.90 19,990 790.40

74 674,470 1,008.60 605,890 1,028.10 48,000 847.70 19,130 814.90

75–79 2,885,690 993.90 2,611,140 1,011.90 192,950 827.10 72,920 801.80

75 652,560 1,013.00 587,450 1,033.60 45,550 838.60 17,630 790.80

76 609,990 995.50 551,200 1,013.40 41,690 831.30 15,210 799.30

77 572,760 1,008.40 518,250 1,026.80 38,820 831.40 13,990 825.40

78 547,490 982.50 496,850 999.40 35,700 819.00 13,300 801.70

79 502,890 963.20 457,390 978.80 31,190 808.60 12,790 794.40

80–84 1,868,570 954.50 1,705,080 968.90 114,510 801.80 41,930 796.70

80 462,050 953.90 418,760 969.80 30,210 803.40 11,340 784.10

81 434,190 945.10 397,300 959.30 26,210 788.10 9,220 786.50

82 377,760 931.60 344,980 944.90 22,540 784.40 8,770 799.40

83 312,020 950.50 284,280 964.40 19,690 804.00 6,820 797.70

84 282,550 1,005.00 259,760 1,018.80 15,860 843.20 5,780 832.80

(Continued)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.3

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Men (cont.)

85–89 871,640 1,094.30 801,040 1,108.50 49,100 912.00 17,980 952.00

85 239,840 1,049.60 221,080 1,062.60 12,890 876.30 4,810 919.50

86 201,620 1,134.40 185,340 1,150.10 11,720 941.60 3,830 978.80

87 171,110 1,122.50 157,280 1,135.40 9,380 946.00 3,700 1,011.90

88 143,590 1,091.30 131,110 1,107.30 8,710 901.80 3,170 939.00

89 115,480 1,078.60 106,230 1,092.90 6,400 893.90 2,470 900.40

90–94 281,040 1,012.30 255,360 1,028.10 17,680 821.40 7,020 884.40

95 or older 58,930 940.30 51,820 961.50 5,120 751.90 1,910 860.00

Women

Subtotal 14,095,810 773.90 12,430,380 784.00 1,239,380 707.50 388,640 661.30

62–64 1,245,910 660.70 1,086,220 663.10 109,350 678.20 50,320 570.00

62 338,060 649.80 292,880 651.80 29,230 676.20 15,950 563.80

63 431,730 657.10 375,810 659.00 38,850 679.20 17,060 565.70

64 476,120 671.60 417,530 674.70 41,270 678.60 17,310 579.80

65–69 3,369,190 724.30 2,898,690 730.30 338,830 706.30 130,060 638.40

65 721,930 737.60 618,270 742.00 71,550 730.00 31,870 668.10

66 698,550 724.90 601,930 730.20 69,120 715.50 27,220 634.00

67 680,830 715.90 585,190 722.50 70,460 692.60 24,900 630.10

68 655,960 716.10 565,490 722.80 66,160 695.20 23,890 617.30

69 611,920 726.10 527,810 733.70 61,540 696.10 22,180 633.00

70–74 3,003,760 746.60 2,632,410 755.10 274,050 696.90 90,910 658.80

70 630,470 743.00 545,540 750.40 62,840 707.70 21,580 661.90

71 610,980 741.20 535,060 749.80 55,790 696.40 19,350 640.20

72 608,210 742.10 534,950 750.80 53,770 689.90 18,570 649.50

73 576,210 748.40 505,960 757.30 51,950 691.50 16,480 666.20

74 577,890 759.10 510,900 767.80 49,700 697.00 14,930 681.60

75–79 2,639,210 783.60 2,353,330 793.30 216,280 703.50 58,120 698.50

75 570,740 769.70 505,710 778.80 49,040 700.90 13,900 697.70

76 540,480 774.90 481,400 783.50 44,910 705.40 11,680 694.60

77 530,070 789.40 472,360 799.40 43,440 709.20 11,930 697.80

78 518,060 789.30 463,240 799.70 41,690 698.20 10,660 701.70

79 479,860 797.40 430,620 807.90 37,200 703.80 9,950 701.70

80–84 1,969,240 836.50 1,773,660 848.90 151,290 718.50 34,050 719.30

80 449,810 808.40 402,970 819.30 35,490 706.90 8,900 717.30

81 442,080 819.70 398,460 831.80 33,470 703.80 7,970 705.50

82 394,530 834.70 356,100 846.90 30,060 720.40 6,350 699.10

83 348,180 850.40 312,730 864.10 27,810 721.40 5,720 732.00

84 334,640 884.00 303,400 897.00 24,460 750.00 5,110 755.40

85–89 1,198,210 922.40 1,084,270 936.20 90,780 773.90 17,540 830.30

85 297,690 902.00 269,590 914.70 21,840 761.60 4,710 830.50

86 267,470 944.80 241,640 958.50 20,860 799.10 3,770 863.90

87 238,700 931.10 216,570 945.00 17,330 781.20 3,640 820.50

88 214,120 924.10 193,800 939.40 16,520 757.00 2,880 818.20

89 180,230 909.10 162,670 923.20 14,230 766.60 2,540 807.60

90–94 517,450 880.10 467,000 896.00 42,850 721.00 5,920 761.50

95 or older 152,840 825.30 134,800 846.60 15,950 653.30 1,720 734.30

a. Includes 66,860 persons of unknown race.

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Table 5.A1.1—Number and average monthly benefit for retired workers, by sex, age, and race,

December 2002—Continued

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

5.4 ♦ Annual Statistical Supplement, 2003

Table 5.A1.2—Number and average monthly benefit for disabled workers, by sex, age, and race,

December 2002

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All disabled workers

Total 5,535,860 834.10 4,016,610 860.30 944,570 775.40 539,060 745.30

Under 20 1,680 349.40 1,120 357.90 300 314.00 260 353.50

20–24 51,170 457.80 33,730 462.80 10,610 437.10 6,830 465.00

20 4,220 377.60 2,680 385.70 880 351.00 660 379.90

21 7,250 418.20 4,970 416.30 1,340 393.80 940 463.20

22 10,720 443.90 6,800 451.50 2,430 418.10 1,490 451.50

23 13,540 474.10 9,140 478.00 2,680 452.00 1,720 487.80

24 15,440 493.50 10,140 499.70 3,280 479.90 2,020 484.30

25–29 114,130 551.80 73,900 564.50 22,450 536.30 17,650 518.40

25 19,020 518.80 12,590 522.70 3,700 520.00 2,730 499.20

26 20,480 534.30 13,500 544.00 3,770 514.00 3,200 516.10

27 22,610 550.80 14,780 562.80 4,200 530.90 3,620 524.60

28 25,410 568.70 16,000 585.00 5,410 550.60 3,960 528.10

29 26,610 573.70 17,030 593.80 5,370 553.30 4,140 518.00

30–34 212,050 625.90 141,820 640.40 37,790 600.80 30,700 591.20

30 31,880 587.70 20,830 602.60 5,960 564.70 4,860 552.90

31 37,210 610.50 24,640 625.80 6,650 592.20 5,720 567.10

32 43,660 622.10 29,320 636.50 7,550 592.60 6,370 594.60

33 46,520 638.00 31,400 654.20 8,110 609.90 6,620 596.50

34 52,780 652.40 35,630 663.80 9,520 628.20 7,130 628.70

35–39 371,850 691.80 254,960 710.80 67,300 648.80 46,140 653.60

35 56,000 666.20 37,540 683.10 10,260 626.60 7,560 639.10

36 64,440 677.10 43,650 697.90 11,730 636.70 8,390 632.50

37 75,380 685.10 51,550 700.90 13,480 649.60 9,600 651.10

38 84,980 706.20 58,950 726.00 15,530 660.50 9,880 662.80

39 91,050 710.30 63,270 730.10 16,300 659.50 10,710 674.30

40–44 595,190 748.30 418,170 768.20 108,400 692.00 63,600 718.10

40 100,720 716.80 70,480 735.60 17,920 655.20 11,500 700.50

41 110,350 737.20 77,920 756.90 19,940 680.70 11,440 710.30

42 119,650 748.10 84,440 768.80 21,490 690.70 12,590 714.00

43 129,920 761.70 90,750 783.60 24,230 703.30 13,930 721.70

44 134,550 768.30 94,580 786.60 24,820 717.70 14,140 738.80

45–49 784,070 810.90 549,520 834.90 144,620 752.90 83,200 754.60

45 145,250 784.60 102,110 806.00 26,670 729.00 15,240 738.80

46 152,940 800.70 106,290 828.10 28,760 733.50 16,690 742.20

47 157,380 810.20 110,320 834.80 29,320 754.20 16,450 751.40

48 162,250 819.50 114,140 843.80 29,330 763.10 17,280 755.50

49 166,250 835.60 116,660 857.70 30,540 781.10 17,540 782.30

50–54 968,330 864.50 686,320 883.70 173,340 823.00 98,670 802.40

50 175,670 840.60 125,730 861.40 30,750 790.00 17,740 779.30

51 185,370 858.30 131,010 876.80 33,890 812.10 18,580 810.10

52 190,150 860.50 133,100 882.00 35,280 821.50 19,800 785.90

53 202,680 870.90 142,810 888.20 36,910 838.10 20,790 805.80

54 214,460 886.90 153,670 905.10 36,510 846.80 21,760 826.20

55–59 1,177,130 906.40 880,120 928.70 188,940 856.10 102,460 810.20

55 235,330 898.40 172,580 916.10 38,170 857.50 22,620 831.20

56 231,720 903.40 172,440 925.40 36,460 854.30 21,490 813.00

57 217,270 900.40 159,870 924.60 36,980 852.90 19,510 795.90

58 233,870 911.70 177,100 934.30 37,190 857.60 18,840 809.90

59 258,940 916.70 198,130 940.80 40,140 858.10 20,000 797.70

60–64 1,260,260 916.80 976,950 943.40 190,820 843.80 89,550 786.30

60 260,490 919.70 200,110 946.20 39,560 852.20 20,040 790.50

61 254,100 917.70 194,710 944.20 38,970 848.10 19,840 798.50

62 253,820 922.30 197,340 950.00 38,340 842.80 17,730 789.70

63 247,050 916.20 192,040 943.10 37,790 841.00 16,590 783.30

64 244,800 907.70 192,750 933.40 36,160 833.80 15,350 764.50

Men

Subtotal 3,069,140 935.00 2,256,900 973.10 497,200 834.50 292,990 820.30

Under 20 1,030 353.80 690 363.40 160 279.00 180 383.20

20–24 30,920 468.00 20,440 472.20 6,060 447.60 4,420 476.80

20 2,620 380.10 1,630 383.30 560 369.30 430 381.90

21 4,540 425.70 3,190 426.40 810 385.20 540 481.80

22 6,520 456.80 4,240 457.60 1,260 438.30 1,020 476.40

23 8,060 491.10 5,330 498.90 1,640 458.50 1,090 502.30

24 9,180 501.70 6,050 506.90 1,790 497.10 1,340 484.80

(Continued)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.5

Men (cont.)

25–29 63,650 563.00 40,970 578.40 12,530 540.90 10,050 527.90

25 10,970 531.00 7,140 538.70 2,170 527.10 1,660 503.00

26 11,420 550.00 7,630 565.90 1,900 525.20 1,880 508.90

27 12,880 557.50 8,230 576.30 2,500 521.60 2,150 527.10

28 14,010 579.70 8,910 595.50 2,950 549.30 2,120 556.40

29 14,370 586.60 9,060 605.10 3,010 568.60 2,240 536.10

30–34 117,000 638.40 77,130 655.10 20,630 607.70 18,100 604.00

30 17,520 596.20 11,490 613.60 3,130 559.70 2,800 563.50

31 20,210 631.40 13,030 650.40 3,570 601.10 3,470 591.50

32 23,750 636.90 15,740 655.10 3,980 600.50 3,740 605.80

33 26,420 648.60 17,730 664.20 4,560 623.70 3,900 608.90

34 29,100 660.60 19,140 674.60 5,390 631.90 4,190 635.30

35–39 206,580 710.10 140,110 734.30 37,670 654.40 26,650 666.10

35 31,170 678.40 20,670 702.00 5,710 624.90 4,370 641.80

36 35,500 694.10 23,930 722.10 6,250 637.40 4,870 639.40

37 41,900 701.90 28,010 724.70 7,740 647.00 5,710 662.60

38 47,670 728.30 33,030 754.00 8,610 670.70 5,680 669.70

39 50,340 730.70 34,470 751.30 9,360 675.00 6,020 705.20

40–44 329,680 785.90 231,850 812.00 59,180 710.30 35,540 749.70

40 56,350 743.20 39,610 765.60 9,720 664.30 6,520 729.20

41 60,940 768.20 43,050 794.90 10,850 691.50 6,350 733.90

42 66,000 783.70 46,640 810.70 11,690 711.50 7,000 735.90

43 72,560 804.70 50,570 836.40 13,430 718.80 7,960 753.50

44 73,830 816.40 51,980 839.00 13,490 749.10 7,710 788.50

45–49 429,050 876.10 302,100 909.80 78,320 784.10 44,600 814.40

45 79,620 839.70 55,920 873.90 14,440 746.40 8,460 778.50

46 85,060 858.00 58,770 898.00 16,320 756.90 9,220 785.10

47 86,030 876.10 60,640 909.10 16,050 790.60 8,650 812.70

48 88,230 890.20 62,660 921.70 15,520 802.80 9,070 830.10

49 90,110 911.50 64,110 941.10 15,990 821.10 9,200 862.90

50–54 529,110 965.20 380,500 993.70 89,550 883.70 52,900 901.20

50 96,140 927.10 70,270 956.10 15,470 838.90 9,650 857.90

51 101,050 953.20 72,100 980.80 17,790 868.90 10,050 904.20

52 103,810 957.10 74,190 985.20 18,300 879.10 10,010 896.70

53 110,930 975.00 78,980 1,004.00 19,370 898.50 11,260 903.10

54 117,180 1,004.60 84,960 1,033.40 18,620 924.10 11,930 935.80

55–59 647,250 1,050.50 493,270 1,082.70 96,780 953.90 53,550 936.20

55 129,340 1,024.30 95,600 1,052.10 20,280 945.10 12,190 945.80

56 127,420 1,040.10 96,490 1,071.60 18,500 941.90 11,610 938.60

57 119,170 1,045.50 89,400 1,082.30 19,030 942.60 10,140 921.40

58 129,210 1,063.00 100,160 1,093.50 18,840 970.10 9,730 938.60

59 142,110 1,076.50 111,620 1,109.00 20,130 969.10 9,880 934.40

60–64 714,870 1,080.10 569,840 1,112.30 96,320 968.60 47,000 923.50

60 144,820 1,083.80 114,020 1,117.90 20,400 965.80 9,880 939.90

61 143,140 1,080.40 112,560 1,113.30 19,690 971.50 10,570 936.80

62 144,160 1,087.90 115,550 1,120.00 19,020 972.50 9,380 929.80

63 142,100 1,079.80 113,640 1,111.70 19,250 966.60 8,860 923.80

64 140,650 1,068.10 114,070 1,098.30 17,960 966.40 8,310 879.90

Women

Subtotal 2,466,720 708.60 1,759,710 715.60 447,370 709.80 246,070 656.00

Under 20 650 342.40 430 349.10 140 353.90 80 286.50

20–24 20,250 442.10 13,290 448.40 4,550 423.10 2,410 443.40

20 1,600 373.50 1,050 389.50 320 319.20 230 376.10

21 2,710 405.80 1,780 398.20 530 406.90 400 438.00

22 4,200 423.90 2,560 441.40 1,170 396.30 470 397.30

23 5,480 449.00 3,810 448.80 1,040 441.70 630 462.60

24 6,260 481.40 4,090 489.20 1,490 459.20 680 483.40

25–29 50,480 537.70 32,930 547.20 9,920 530.60 7,600 505.80

25 8,050 502.20 5,450 501.70 1,530 509.80 1,070 493.30

26 9,060 514.40 5,870 515.50 1,870 502.70 1,320 526.50

27 9,730 541.90 6,550 545.70 1,700 544.50 1,470 520.90

28 11,400 555.10 7,090 571.80 2,460 552.10 1,840 495.50

29 12,240 558.60 7,970 580.90 2,360 533.70 1,900 496.70

(Continued)

Table 5.A1.2—Number and average monthly benefit for disabled workers, by sex, age, and race,

December 2002—Continued

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

5.6 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Women (cont.)

30–34 95,050 610.50 64,690 623.00 17,160 592.50 12,600 572.80

30 14,360 577.30 9,340 589.00 2,830 570.20 2,060 538.50

31 17,000 585.60 11,610 598.20 3,080 582.00 2,250 529.50

32 19,910 604.40 13,580 614.80 3,570 583.70 2,630 578.70

33 20,100 624.10 13,670 641.20 3,550 592.20 2,720 578.70

34 23,680 642.30 16,490 651.30 4,130 623.40 2,940 619.30

35–39 165,270 669.00 114,850 682.10 29,630 641.50 19,490 636.70

35 24,830 650.90 16,870 660.00 4,550 628.70 3,190 635.40

36 28,940 656.10 19,720 668.70 5,480 636.00 3,520 623.00

37 33,480 664.20 23,540 672.50 5,740 653.10 3,890 634.30

38 37,310 678.00 25,920 690.40 6,920 647.80 4,200 653.60

39 40,710 685.00 28,800 704.80 6,940 638.60 4,690 634.70

40–44 265,510 701.70 186,320 713.80 49,220 670.00 28,060 678.10

40 44,370 683.30 30,870 697.20 8,200 644.40 4,980 663.00

41 49,410 699.00 34,870 710.10 9,090 667.80 5,090 680.90

42 53,650 704.30 37,800 717.10 9,800 665.90 5,590 686.50

43 57,360 707.30 40,180 717.10 10,800 684.10 5,970 679.30

44 60,720 709.80 42,600 722.70 11,330 680.20 6,430 679.30

45–49 355,020 732.20 247,420 743.40 66,300 716.10 38,600 685.50

45 65,630 717.80 46,190 723.90 12,230 708.50 6,780 689.10

46 67,880 728.90 47,520 741.70 12,440 702.90 7,470 689.20

47 71,350 730.80 49,680 744.10 13,270 710.20 7,800 683.40

48 74,020 735.20 51,480 749.10 13,810 718.50 8,210 673.10

49 76,140 745.70 52,550 755.90 14,550 737.20 8,340 693.30

50–54 439,220 743.20 305,820 746.90 83,790 758.00 45,770 688.10

50 79,530 735.90 55,460 741.50 15,280 740.60 8,090 685.50

51 84,320 744.50 58,910 749.60 16,100 749.40 8,530 699.30

52 86,340 744.40 58,910 751.90 16,980 759.40 9,790 672.70

53 91,750 745.10 63,830 744.90 17,540 771.40 9,530 690.80

54 97,280 745.10 68,710 746.50 17,890 766.30 9,830 693.10

55–59 529,880 730.40 386,850 732.30 92,160 753.50 48,910 672.30

55 105,990 744.70 76,980 747.20 17,890 758.20 10,430 697.30

56 104,300 736.50 75,950 739.80 17,960 764.00 9,880 665.50

57 98,100 724.10 70,470 724.50 17,950 757.80 9,370 660.00

58 104,660 724.80 76,940 727.00 18,350 742.10 9,110 672.40

59 116,830 722.40 86,510 723.70 20,010 746.50 10,120 664.30

60–64 545,390 702.80 407,110 707.10 94,500 716.60 42,550 634.80

60 115,670 714.30 86,090 718.90 19,160 731.30 10,160 645.20

61 110,960 707.80 82,150 712.40 19,280 722.20 9,270 640.80

62 109,660 704.70 81,790 709.90 19,320 715.10 8,350 632.20

63 104,950 694.80 78,400 698.70 18,540 710.70 7,730 622.30

64 104,150 690.90 78,680 694.20 18,200 703.00 7,040 628.30

a. Includes 35,620 persons of unknown race.

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Table 5.A1.2—Number and average monthly benefit for disabled workers, by sex, age, and race,

December 2002—Continued

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.7

Table 5.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age,

and race, December 2002

Basis of entitlement and age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All spouses

Total 2,832,350 439.00 2,553,740 451.30 146,250 349.30 123,990 297.00

Wives

Subtotal 2,793,950 441.70 2,529,560 453.10 141,390 352.20 114,860 303.00

Entitlement based on care of children 151,140 240.80 111,950 257.80 19,700 215.00 18,830 169.90

Under 35 20,350 138.20 14,260 146.90 2,660 121.20 3,300 115.10

35–39 23,080 168.80 16,650 179.00 2,820 155.20 3,530 133.00

40–44 30,620 211.00 22,410 223.70 4,040 193.30 4,020 160.90

45–49 28,740 252.60 20,790 269.20 4,230 224.80 3,600 190.60

50–54 20,690 297.20 15,660 313.80 2,690 270.00 2,220 219.10

55–59 14,610 326.30 11,440 346.00 1,720 280.40 1,390 225.20

60–61 5,850 381.80 4,660 394.90 760 362.50 430 274.20

62–64 7,200 391.30 6,080 404.20 780 332.30 340 295.60

Entitlement based on age 2,642,810 453.20 2,417,610 462.20 121,690 374.50 96,030 329.10

62–64 306,150 410.90 273,710 422.30 16,290 335.60 15,860 294.40

62 77,560 401.10 69,290 412.00 3,880 330.10 4,310 291.20

63 105,130 406.90 93,980 418.40 5,690 320.30 5,330 298.00

64 123,460 420.60 110,440 432.10 6,720 351.70 6,220 293.60

65–69 715,980 454.30 642,140 466.30 38,000 375.30 34,610 323.60

65 140,080 452.30 125,260 464.70 7,610 377.30 7,050 315.80

66 143,870 455.30 128,710 467.50 7,410 378.50 7,540 325.10

67 146,110 454.90 130,590 467.00 8,070 372.00 7,160 333.60

68 145,890 453.20 131,120 464.10 8,070 384.00 6,370 321.00

69 140,030 456.00 126,460 468.20 6,840 363.30 6,490 321.70

70–74 689,060 456.40 632,140 464.90 31,820 381.90 22,960 330.40

70 142,840 457.20 130,280 466.80 7,020 376.40 5,170 333.90

71 141,570 458.70 130,230 467.00 6,220 390.00 4,690 323.30

72 142,510 455.80 130,530 464.40 6,680 388.70 4,890 326.90

73 132,790 455.90 122,130 464.80 5,980 372.60 4,300 329.30

74 129,350 454.00 118,970 461.50 5,920 381.70 3,910 340.00

75–79 528,860 455.10 491,090 461.30 21,730 383.50 13,890 348.90

75 124,480 458.30 115,480 464.70 5,270 391.10 3,230 344.30

76 113,170 455.20 104,740 462.80 4,910 373.30 3,130 338.00

77 106,170 454.70 98,120 461.00 4,530 386.30 3,100 357.40

78 97,420 450.10 91,250 455.20 3,540 382.50 2,230 346.40

79 87,620 456.20 81,500 461.90 3,480 384.00 2,200 361.50

80–84 288,030 465.60 270,590 471.00 9,680 378.30 6,560 370.00

85–89 94,370 500.90 88,800 506.60 3,320 404.30 1,830 399.50

90–94 18,630 491.70 17,570 496.50 710 395.30 300 458.80

95 or older 1,730 479.90 1,570 481.80 140 480.40 20 324.90

Husbands

Subtotal 38,400 247.70 24,180 254.50 4,860 262.30 9,130 221.80

Under 62 1,970 144.60 1,380 141.70 300 166.30 290 135.60

62–64 1,690 206.20 1,050 196.40 240 240.60 400 211.20

65–69 8,740 254.40 5,540 258.10 1,080 264.30 2,120 239.90

70–74 10,370 259.70 6,150 266.40 1,420 289.90 2,770 229.40

75–79 8,410 249.00 5,290 262.40 920 271.30 2,090 204.00

80–84 4,030 250.40 2,470 264.60 570 246.10 950 218.60

85-89 2,030 263.20 1,490 272.20 180 256.80 320 226.90

90 or older 1,160 280.50 810 292.70 150 227.40 190 268.70

(Continued)
5.A OASDI Current-Pay Benefits

5.8 ♦ Annual Statistical Supplement, 2003

Spouses of retired workers

Total 2,681,090 451.90 2,439,880 462.00 127,590 372.30 105,910 318.90

Wives

Subtotal 2,646,800 454.40 2,418,360 463.70 123,480 375.50 97,470 326.80

By basis of entitlement

Care of children 53,050 360.90 41,840 378.90 6,480 324.40 4,570 252.00

Under 35 1,780 311.10 1,330 331.20 250 261.50 180 252.60

35–39 3,490 300.50 2,620 318.60 550 271.60 320 202.00

40–44 7,390 331.10 5,710 346.90 1,000 304.00 660 241.30

45–49 9,710 355.40 7,480 373.00 1,260 334.70 930 244.60

50–54 10,120 361.80 7,940 379.70 1,150 337.70 1,010 250.20

55–59 9,070 370.70 7,230 392.50 980 316.00 800 251.00

60–61 4,850 399.90 3,900 414.80 590 368.40 360 290.30

62–64 6,640 403.60 5,630 415.10 700 351.50 310 312.10

Age 2,593,750 456.30 2,376,520 465.20 117,000 378.30 92,900 330.50

62–64 277,520 424.80 248,930 436.70 14,140 344.90 14,230 297.00

62 66,430 422.20 59,550 434.20 3,090 344.10 3,740 297.20

63 94,760 420.40 85,070 432.30 4,870 330.80 4,720 300.40

64 116,330 429.70 104,310 441.60 6,180 356.40 5,770 294.10

65–69 700,470 457.70 629,660 469.50 36,190 380.30 33,450 324.30

65 134,810 458.10 120,900 470.40 7,080 382.80 6,680 316.90

66 140,380 459.30 125,890 471.40 7,000 384.40 7,280 326.40

67 143,080 458.30 128,250 469.90 7,670 379.80 6,910 334.40

68 143,830 455.10 129,550 465.90 7,770 386.80 6,190 321.00

69 138,370 457.90 125,070 470.00 6,670 366.20 6,390 321.70

70–74 685,350 457.20 629,280 465.70 31,240 383.40 22,700 330.80

70 141,720 458.70 129,410 468.10 6,840 379.10 5,100 334.60

71 140,730 459.50 129,540 467.70 6,110 391.30 4,650 323.60

72 141,760 456.70 129,980 465.10 6,570 390.00 4,810 327.50

73 132,180 456.60 121,640 465.50 5,880 373.30 4,280 329.20

74 128,960 454.30 118,710 461.70 5,840 383.10 3,860 340.00

75–79 527,800 455.30 490,220 461.60 21,620 384.00 13,820 349.00

75 124,180 458.60 115,250 465.00 5,240 390.70 3,200 344.60

76 112,870 455.50 104,510 463.00 4,860 374.50 3,110 337.60

77 106,000 455.00 97,980 461.30 4,520 387.00 3,080 358.00

78 97,200 450.40 91,050 455.50 3,520 382.90 2,230 346.40

79 87,550 456.30 81,430 462.10 3,480 384.00 2,200 361.50

80–84 287,900 465.80 270,500 471.10 9,650 379.20 6,550 370.10

85–89 94,350 500.90 88,790 506.60 3,310 404.20 1,830 399.50

90–94 18,630 491.70 17,570 496.50 710 395.30 300 458.80

95 or older 1,730 479.90 1,570 481.80 140 480.40 20 324.90

By marital status

Nondivorced wives 2,523,970 454.60 2,313,040 463.80 110,710 373.80 93,070 325.10

Divorced wives 122,830 451.10 105,320 462.10 12,770 390.50 4,400 363.60

Husbands

Subtotal 34,290 257.30 21,520 265.70 4,110 275.90 8,440 226.80

(Continued)

Table 5.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age,

and race, December 2002—Continued

Basis of entitlement and age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.9

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Spouses of disabled workers 

Total 151,260 211.60 113,860 221.90 18,660 191.80 18,080 169.20

Wives

Subtotal 147,150 212.80 111,200 223.30 17,910 191.90 17,390 169.50

By basis of entitlement

Care of children 98,090 175.90 70,110 185.50 13,220 161.40 14,260 143.70

Under 35 18,570 121.70 12,930 128.00 2,410 106.60 3,120 107.10

35–39 19,590 145.40 14,030 153.00 2,270 127.00 3,210 126.20

40–44 23,230 172.90 16,700 181.50 3,040 156.90 3,360 145.20

45–49 19,030 200.10 13,310 210.80 2,970 178.10 2,670 171.70

50–54 10,570 235.40 7,720 246.10 1,540 219.40 1,210 193.10

55–59 5,540 253.50 4,210 266.00 740 233.10 590 190.20

60–61 1,000 294.40 760 293.20 170 342.20 70 191.40

62–64 560 246.30 450 268.80 80 165.00 30 125.00

Age 49,060 286.50 41,090 287.80 4,690 278.20 3,130 287.20

62–64 28,630 277.00 24,780 277.90 2,150 274.50 1,630 272.10

62 11,130 274.70 9,740 276.20 790 275.70 570 252.00

63 10,370 282.60 8,910 285.70 820 257.90 610 279.80

64 7,130 272.30 6,130 269.40 540 297.90 450 287.00

65–69 15,510 300.40 12,480 304.30 1,810 276.40 1,160 302.60

65 5,270 304.60 4,360 306.00 530 303.40 370 296.00

66 3,490 293.10 2,820 295.70 410 278.90 260 288.20

67 3,030 292.00 2,340 303.10 400 222.90 250 310.10

68 2,060 314.20 1,570 314.80 300 312.30 180 318.90

69 1,660 300.90 1,390 306.20 170 248.50 100 316.30

70–74 3,710 296.10 2,860 295.60 580 299.20 260 301.70

70 1,120 268.00 870 265.50 180 273.90 70 283.30

71 840 320.00 690 321.80 110 318.70 40 291.70

72 750 284.10 550 282.40 110 308.40 80 285.30

73 610 299.30 490 290.20 100 331.80 20 359.50

74 390 343.20 260 364.70 80 276.20 50 338.70

75 or older 1,210 305.20 970 306.00 150 271.40 80 325.50

By marital status

Nondivorced wives 142,480 210.80 107,590 221.70 17,240 188.10 17,030 167.20

Divorced wives 4,670 273.60 3,610 270.20 670 292.10 360 278.90

Husbands

Subtotal 4,110 168.10 2,660 163.70 750 188.00 690 160.90

a. Includes 8,370 persons of unknown race.

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Table 5.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age,

and race, December 2002—Continued

Basis of entitlement and age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

5.10 ♦ Annual Statistical Supplement, 2003

Table 5.A1.4—Number and average monthly benefit for children, by type of benefit, age, and race,

December 2002

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All children

Total 3,915,520 432.30 2,628,160 463.20 847,610 378.20 412,670 345.70

Under age 18 3,041,690 399.50 1,952,780 426.70 687,090 355.30 377,990 337.30

Under 1 9,970 274.10 6,100 282.50 2,150 232.00 1,640 295.90

1 25,980 307.70 16,070 322.20 5,390 267.40 4,450 305.20

2 36,710 308.60 22,650 326.70 8,450 274.80 5,520 287.60

3 50,650 323.70 31,490 339.20 11,160 284.90 7,840 318.60

4 64,200 337.20 40,040 360.80 14,040 296.20 9,900 302.10

5 79,720 336.50 49,840 357.30 17,810 301.40 11,820 304.80

6 94,860 348.00 59,870 369.60 21,310 312.00 13,420 311.20

7 112,660 350.80 71,360 372.30 25,090 312.40 15,860 318.10

8 136,410 357.80 85,790 382.10 31,790 316.10 18,150 317.80

9 160,810 361.30 100,330 384.60 38,470 325.10 21,140 318.40

10 187,190 368.40 118,440 395.20 43,060 324.70 24,460 317.20

11 216,390 374.60 135,420 399.80 51,270 339.60 27,870 318.10

12 248,100 389.70 156,500 415.50 58,050 349.20 31,340 333.90

13 271,750 396.60 174,150 422.80 62,650 355.30 32,560 333.00

14 298,090 410.20 193,390 437.90 67,460 366.00 34,150 338.70

15 319,600 426.20 207,530 452.90 71,570 384.50 37,240 353.50

16 348,430 455.50 230,920 485.30 75,540 401.50 38,990 379.10

17 380,170 465.90 252,890 496.80 81,830 411.40 41,640 379.80

Disabled adult children 748,660 551.00 589,680 571.50 132,260 480.50 24,800 436.40

18–19 12,070 462.80 8,160 491.40 2,880 397.90 940 414.50

20–24 57,790 470.40 37,360 494.30 15,650 435.90 4,360 388.20

25–29 62,390 509.40 43,160 532.30 15,480 467.00 3,410 397.60

30–34 76,210 541.70 55,460 558.60 16,900 502.30 3,510 467.30

35–39 98,150 557.20 74,440 577.50 19,860 501.80 3,690 447.40

40–44 110,480 572.80 87,510 594.00 20,000 498.60 2,820 443.20

45–49 97,240 580.90 78,850 603.70 15,760 487.10 2,450 446.20

50–54 75,210 586.70 63,520 604.60 10,130 490.40 1,460 478.60

55–59 55,070 583.20 48,230 596.70 6,050 484.60 760 500.40

60–64 38,440 579.60 33,690 592.20 3,990 485.30 670 487.20

65–69 26,450 542.70 23,550 552.90 2,580 457.10 310 476.20

70–74 18,380 514.40 16,690 522.10 1,450 435.20 230 462.40

75–79 12,130 486.10 11,130 493.00 890 398.80 110 491.90

80 or older 8,650 456.30 7,930 461.90 640 388.70 80 447.00

Students, aged 18–19 125,170 519.80 85,700 548.60 28,260 456.30 9,880 439.60

18 116,440 519.50 80,490 548.10 25,500 453.20 9,220 441.20

19 8,730 523.50 5,210 557.00 2,760 484.90 660 418.50

Children of retired workers

Subtotal 477,380 427.70 349,660 453.10 95,480 376.60 31,270 303.10

Under age 18 269,590 398.60 178,300 425.40 67,010 367.70 23,710 288.80

Under 1 440 374.80 310 380.90 90 439.60 40 181.80

1 1,190 377.60 780 390.40 270 403.50 140 256.30

2 2,010 375.20 1,230 391.60 570 368.00 200 306.50

3 2,620 359.50 1,750 371.20 620 359.80 250 276.50

4 3,780 357.60 2,310 382.10 1,060 334.30 410 280.00

5 5,100 351.20 3,290 372.30 1,290 342.20 490 239.90

6 6,170 376.50 3,850 395.00 1,790 370.20 510 270.60

7 7,280 368.80 4,430 390.10 2,170 358.40 680 263.00

8 9,710 372.20 6,000 388.10 2,870 373.50 810 257.90

9 11,250 358.20 7,210 376.40 3,040 345.60 980 268.30

10 14,970 365.30 9,520 394.00 4,170 340.30 1,270 233.90

11 17,370 376.70 11,390 400.80 4,600 353.70 1,300 257.20

12 21,280 382.10 13,670 412.70 5,840 338.50 1,700 291.10

13 24,780 380.10 16,330 403.40 6,370 356.00 2,040 268.80

14 28,890 389.20 19,370 413.10 6,820 363.40 2,630 282.50

15 31,880 397.70 21,570 420.00 7,480 379.00 2,770 275.90

16 37,790 439.70 25,450 468.90 8,970 394.80 3,320 340.20

17 43,080 447.30 29,840 481.20 8,990 395.00 4,170 321.80

(Continued)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.11

Children of retired workers (cont.)

Disabled adult children 193,150 465.10 160,780 480.60 25,250 397.00 6,730 352.40

18–19 1,890 428.30 1,470 456.60 330 355.80 90 233.00

20–24 9,900 417.50 6,890 442.00 2,320 371.40 640 321.90

25–29 14,860 441.00 11,640 462.40 2,400 387.80 770 282.40

30–34 24,980 464.60 20,390 477.60 3,330 404.40 1,220 419.30

35–39 38,390 474.20 31,700 489.70 5,220 410.10 1,410 362.20

40–44 44,400 483.20 38,040 498.80 5,280 402.60 1,030 333.90

45–49 31,290 466.70 26,650 480.00 3,610 394.30 940 360.30

50–54 16,550 458.80 14,370 468.60 1,760 403.70 400 349.20

55–59 7,300 447.60 6,440 457.20 710 366.80 130 328.60

60–64 2,530 463.10 2,270 470.90 180 392.80 70 443.20

65–69 730 422.70 650 436.00 60 333.20 20 258.70

70 or older 330 400.60 270 416.30 50 323.70 10 360.00

Students, aged 18–19 14,640 468.50 10,580 501.20 3,220 401.70 830 312.40

18 13,620 470.30 9,960 502.90 2,880 400.00 770 312.70

19 1,020 444.70 620 473.70 340 415.70 60 309.50

Children of deceased workers

Subtotal 1,905,050 584.20 1,266,870 629.80 432,850 491.10 189,220 492.90

Under age 18 1,344,680 571.90 835,560 625.80 324,520 477.10 170,660 488.60

Under 1 1,780 549.40 880 593.00 350 436.90 550 551.20

1 7,490 548.20 4,120 618.20 1,650 407.40 1,720 515.60

2 11,030 525.70 6,290 585.20 2,640 435.30 2,100 461.00

3 17,650 534.80 10,030 592.80 4,140 433.10 3,480 488.50

4 24,370 539.30 14,290 603.80 5,750 432.00 4,320 467.70

5 30,490 532.30 18,070 591.30 7,360 431.50 5,040 469.30

6 37,840 541.40 22,940 595.60 8,890 449.80 6,000 469.70

7 45,760 537.10 27,550 590.40 11,150 436.90 7,010 488.90

8 57,030 538.10 34,490 595.40 14,210 430.70 8,140 484.20

9 69,480 535.50 41,330 590.50 17,830 446.00 9,910 469.00

10 82,430 540.10 50,380 597.90 20,180 433.90 11,160 476.00

11 96,150 542.60 57,260 597.60 25,110 457.60 12,850 467.80

12 112,470 559.60 68,180 613.80 28,290 469.00 14,670 483.50

13 123,230 563.80 76,370 617.00 30,170 473.70 15,100 476.00

14 136,160 580.90 85,770 634.30 33,110 487.30 15,320 492.10

15 149,200 588.80 93,990 639.20 35,550 502.20 17,460 495.30

16 162,750 612.40 106,240 659.80 36,860 520.00 17,670 518.20

17 179,370 616.70 117,380 665.90 41,280 521.00 18,160 515.40

Disabled adult children 494,750 609.20 387,280 631.30 92,930 528.80 13,360 522.80

18–19 5,820 590.60 3,730 640.00 1,560 491.80 470 529.80

20–24 27,710 596.60 17,140 634.50 8,520 535.80 1,820 522.40

25–29 31,370 624.50 20,440 660.90 9,150 556.30 1,570 525.90

30–34 40,080 636.30 27,290 668.00 11,070 569.30 1,490 558.40

35–39 53,230 636.50 37,940 671.70 13,390 550.70 1,820 539.20

40–44 63,920 640.70 47,920 675.50 14,220 537.90 1,690 511.40

45–49 65,770 635.90 52,120 667.40 12,050 516.50 1,510 499.80

50–54 58,620 623.00 49,110 644.60 8,370 508.70 1,060 527.40

55–59 47,770 603.90 41,790 618.30 5,340 500.20 630 535.80

60–64 35,910 587.80 31,420 601.00 3,810 489.70 600 492.30

65–69 25,720 546.10 22,900 556.30 2,520 460.00 290 491.20

70–74 18,180 515.80 16,530 523.30 1,420 437.00 220 467.00

75–79 12,060 486.70 11,070 493.50 880 399.80 110 491.90

80 or older 8,590 456.30 7,880 461.70 630 390.70 80 447.00

Students, aged 18–19 65,620 648.40 44,030 690.30 15,400 556.60 5,200 556.30

18 60,460 650.30 40,960 691.70 13,750 555.70 4,820 558.70

19 5,160 625.80 3,070 672.00 1,650 563.50 380 526.30

(Continued)

Table 5.A1.4—Number and average monthly benefit for children, by type of benefit, age, and race,

December 2002—Continued

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

5.12 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Children of disabled workers

Subtotal 1,533,090 245.00 1,011,630 258.10 319,280 225.70 192,180 207.80

Under age 18 1,427,420 237.30 938,920 249.80 295,560 218.80 183,620 203.00

Under 1 7,750 205.20 4,910 220.70 1,710 179.20 1,050 166.50

1 17,300 198.70 11,170 208.30 3,470 190.20 2,590 168.10

2 23,670 201.80 15,130 214.00 5,240 183.80 3,220 173.40

3 30,380 198.00 19,710 207.30 6,400 181.80 4,110 177.30

4 36,050 198.40 23,440 210.50 7,230 182.70 5,170 165.40

5 44,130 199.50 28,480 207.10 9,160 191.20 6,290 178.00

6 50,850 200.60 33,080 209.90 10,630 186.90 6,910 176.60

7 59,620 205.60 39,380 217.60 11,770 186.00 8,170 176.30

8 69,670 208.20 45,300 218.90 14,710 194.20 9,200 175.80

9 80,080 210.70 51,790 221.50 17,600 199.00 10,250 177.50

10 89,790 211.30 58,540 220.90 18,710 203.30 12,030 178.70

11 102,870 217.30 66,770 229.90 21,560 199.10 13,720 183.70

12 114,350 224.00 74,650 234.90 23,920 210.10 14,970 192.20

13 123,740 233.50 81,450 244.60 26,110 218.30 15,420 201.40

14 133,040 240.10 88,250 252.60 27,530 220.90 16,200 202.80

15 138,520 257.70 91,970 270.20 28,540 239.40 17,010 220.60

16 147,890 287.00 99,230 302.80 29,710 256.40 18,000 249.90

17 157,720 299.50 105,670 313.30 31,560 272.60 19,310 264.70

Disabled adult children 60,760 349.30 41,620 366.30 14,080 311.30 4,710 311.20

18–19 4,360 307.10 2,960 321.40 990 264.10 380 315.00

20–24 20,180 322.90 13,330 341.00 4,810 290.00 1,900 282.10

25–29 16,160 349.10 11,080 368.30 3,930 307.60 1,070 292.30

30–34 11,150 374.80 7,780 387.00 2,500 335.90 800 370.80

35–39 6,530 398.80 4,800 413.40 1,250 360.60 460 345.80

40 or older 2,380 397.80 1,670 403.30 600 378.20 100 416.80

Students, aged 18–19 44,910 348.50 31,090 364.10 9,640 314.40 3,850 309.50

18 42,360 348.60 29,570 364.40 8,870 311.50 3,630 312.40

19 2,550 348.20 1,520 358.80 770 347.10 220 262.00

a. Includes 27,080 persons of unknown race.

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those groups is not available.

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Table 5.A1.4—Number and average monthly benefit for children, by type of benefit, age, and race,

December 2002—Continued

Age

All races a White Black Other b

Number c

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.13

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTES: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed 

to be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

. . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A1.5—Number and average monthly benefit for widowed mothers and fathers, by age, sex,

marital status, and race, December 2002

Age, sex, and marital status

All races a

a. Includes 1,790 persons of unknown race.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number c

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All widowed mothers and fathers 193,270 636.70 135,050 680.50 30,900 543.70 25,530 520.30

By age

Under 20 120 464.10 70 441.10 0 . . . 50 496.20

20–24 2,650 504.50 1,710 529.00 290 417.60 650 478.70

20 140 389.40 90 484.90 0 . . . 50 217.40

21 320 453.10 200 480.10 10 119.00 110 434.40

22 500 521.50 330 503.00 50 414.60 120 617.10

23 690 480.30 450 506.20 90 444.00 150 424.40

24 1,000 545.10 640 579.90 140 423.00 220 521.80

25–29 9,200 524.70 6,220 559.70 1,290 417.90 1,670 477.90

25 970 472.70 700 499.70 110 348.90 160 439.70

26 1,560 521.60 960 548.50 260 427.80 340 517.50

27 1,950 528.20 1,280 570.10 270 388.80 400 488.40

28 2,130 535.30 1,420 579.50 300 413.60 400 474.30

29 2,590 534.60 1,860 565.90 350 458.20 370 450.50

30–34 22,100 543.10 14,690 581.80 3,540 450.50 3,670 479.60

30 3,360 498.40 1,920 531.00 680 451.00 710 452.70

31 3,840 550.80 2,550 581.20 630 452.70 640 533.50

32 4,860 532.90 3,280 570.70 710 424.70 830 479.00

33 4,830 559.40 3,470 596.30 690 425.10 620 501.90

34 5,210 560.70 3,470 606.30 830 491.50 870 446.70

35–39 35,960 588.90 24,740 633.50 5,450 492.90 5,450 488.80

35 6,150 565.20 4,020 607.00 1,020 469.60 1,070 505.20

36 6,700 582.80 4,720 617.70 900 491.60 1,040 503.10

37 6,960 569.00 4,720 621.20 1,050 480.20 1,120 435.60

38 7,810 603.20 5,450 651.50 1,150 519.80 1,110 471.10

39 8,340 614.60 5,830 657.60 1,330 498.40 1,110 530.90

40–44 44,880 655.80 32,120 701.20 6,580 553.10 5,760 525.60

40 9,190 629.20 6,600 678.50 1,360 531.70 1,160 471.60

41 8,920 650.40 6,420 692.90 1,240 556.40 1,220 523.00

42 9,090 659.00 6,380 698.10 1,390 581.70 1,210 543.80

43 9,020 670.70 6,510 721.30 1,300 534.40 1,150 546.50

44 8,660 670.60 6,210 716.10 1,290 560.30 1,020 545.20

45–49 36,460 690.10 25,620 738.60 5,920 582.70 4,570 558.90

45 8,320 670.60 5,910 723.70 1,230 568.90 1,120 509.60

46 8,260 683.20 5,620 736.40 1,520 574.80 1,030 564.60

47 7,530 697.10 5,370 738.10 1,170 610.50 920 560.60

48 6,440 707.50 4,560 754.40 1,050 606.40 760 557.90

49 5,910 699.20 4,160 746.20 950 552.60 740 624.20

50-54 20,750 692.80 14,370 734.30 3,680 613.60 2,370 568.00

50 5,450 694.40 3,870 726.30 860 616.20 620 594.90

51 4,820 663.70 3,380 706.70 830 591.10 540 535.00

52 3,920 695.10 2,660 739.90 690 627.10 510 564.30

53 3,430 695.40 2,250 747.20 700 604.80 410 549.20

54 3,130 729.00 2,210 770.50 600 635.80 290 604.70

55-59 11,420 709.90 8,540 738.90 2,040 625.70 750 611.70

55 3,020 734.60 2,250 756.10 560 671.80 180 640.50

56 2,730 694.20 2,120 733.00 380 535.00 200 599.60

57 2,000 696.70 1,410 731.80 420 622.50 160 616.30

58 1,950 697.10 1,460 728.90 350 587.00 120 608.30

59 1,720 721.60 1,300 737.80 330 697.30 90 577.30

60-61 4,000 687.90 2,930 715.80 870 613.40 190 584.40

60 2,000 694.50 1,450 707.20 460 635.70 80 772.70

61 2,000 681.20 1,480 724.30 410 588.40 110 447.50

62 or older 5,730 666.90 4,040 708.80 1,240 566.20 400 569.10

By sex and marital status

Women 182,140 642.20 127,450 688.00 28,880 543.90 24,100 521.40

Mothers 164,340 643.40 113,520 691.30 26,660 542.70 22,560 524.50

Surviving divorced mothers 17,800 630.70 13,930 660.50 2,220 559.00 1,540 476.00

Men 11,130 546.30 7,600 555.70 2,020 540.40 1,430 502.50
5.A OASDI Current-Pay Benefits

5.14 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A1.6—Number and average monthly benefit for nondisabled widow(er)s, by sex, age, marital status,

and race, December 2002

Age, sex, and marital status

All races a

a. Includes 12,310 persons of unknown race.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number c

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All nondisabled widow(er)s 4,563,660 861.40 4,046,970 882.80 402,300 688.10 102,080 691.20

Women

Subtotal 4,523,860 863.10 4,016,160 884.40 395,860 688.90 99,610 692.90

By age

60–61 126,160 845.20 105,040 868.90 14,590 714.50 6,450 756.10

60 53,080 860.30 43,940 886.40 5,750 726.30 3,360 750.70

61 73,080 834.20 61,100 856.40 8,840 706.80 3,090 762.00

62–64 307,950 835.70 260,300 859.30 36,290 709.20 11,050 700.40

62 92,630 844.40 77,500 866.30 11,710 729.30 3,360 747.00

63 101,740 836.30 86,220 860.60 11,630 707.40 3,800 684.50

64 113,580 828.20 96,580 852.60 12,950 692.80 3,890 675.60

65–69 654,870 867.30 561,240 893.40 73,420 714.40 18,600 693.30

65 124,080 869.20 105,380 895.80 14,260 724.50 4,210 705.90

66 128,960 867.80 110,010 895.20 14,530 708.40 4,010 702.60

67 133,690 865.50 114,570 890.70 15,210 715.80 3,620 707.60

68 135,690 870.90 117,110 894.70 14,950 727.50 3,320 682.90

69 132,450 863.20 114,170 890.70 14,470 695.50 3,440 662.00

70–74 733,860 863.60 639,050 888.80 74,820 696.80 17,660 668.60

70 133,820 860.30 114,560 888.90 14,950 689.80 3,900 679.40

71 137,310 865.10 118,890 890.60 14,770 705.10 3,330 675.30

72 150,190 864.70 131,510 888.50 14,710 703.80 3,470 659.10

73 151,420 866.70 132,150 892.80 14,890 684.90 3,750 677.10

74 161,120 861.20 141,940 883.80 15,500 700.20 3,210 649.00

75–79 888,330 856.80 791,790 877.80 75,920 682.00 17,920 672.20

75 171,490 859.10 151,880 880.70 15,370 689.70 3,630 683.40

76 176,190 857.90 155,910 879.00 15,990 690.60 3,740 695.80

77 175,770 855.80 156,530 877.20 15,290 685.20 3,500 651.50

78 184,780 851.80 165,550 872.50 15,000 671.00 3,770 660.20

79 180,100 859.60 161,920 880.00 14,270 672.10 3,280 668.70

80–84 848,530 881.30 770,580 899.90 60,700 680.20 14,350 712.60

80 183,430 865.40 165,040 885.60 14,360 675.70 3,430 684.40

81 187,550 872.20 170,730 889.70 13,340 673.80 2,900 726.10

82 177,290 884.00 161,170 903.00 12,420 675.70 3,080 710.50

83 154,750 888.40 140,180 907.50 11,290 689.90 2,690 736.40

84 145,510 902.20 133,460 919.30 9,290 690.70 2,250 712.30

85–89 566,230 885.50 520,990 901.90 35,180 672.00 8,370 714.50

85 130,030 903.10 119,590 919.70 8,110 693.70 1,970 716.30

86 123,980 889.80 113,190 909.50 8,530 670.00 2,030 702.10

87 114,550 885.20 105,690 899.80 6,810 685.00 1,610 720.90

88 104,210 876.40 96,160 891.20 6,160 657.60 1,490 733.00

89 93,460 865.90 86,360 881.80 5,570 643.70 1,270 701.50

90–94 294,490 839.00 272,670 854.90 17,430 622.20 3,940 667.70

95 or older 103,440 785.30 94,500 802.70 7,510 586.00 1,270 645.40

By marital status

Widows 4,210,540 862.00 3,748,890 883.40 357,490 682.50 92,620 688.00

Surviving divorced wives (nondisabled) 313,320 876.70 267,270 898.40 38,370 748.40 6,990 757.60

Men

Subtotal 39,800 668.00 30,810 677.20 6,440 643.10 2,470 621.40

60–61 7,940 644.00 6,420 637.30 930 663.40 590 687.10

62–64 11,430 742.70 9,160 749.00 1,720 723.80 550 698.30

65–69 7,210 733.50 5,330 749.00 1,440 685.40 420 712.20

70–74 4,080 661.40 2,800 697.80 900 600.20 350 541.20

75–79 3,290 594.10 2,380 628.90 610 513.50 290 485.60

80–84 2,410 532.10 1,820 537.20 430 538.70 150 416.50

85–89 1,750 517.50 1,430 521.90 210 541.90 110 413.10

90 or older 1,690 504.70 1,470 507.60 200 468.80 10 809.00
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.15

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTES: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed 

to be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

. . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A1.7—Number and average monthly benefit for disabled widow(er)s, by age, sex, marital status,

and race, December 2002

Age, sex, and marital status

All races a

a. Includes 680 persons of unknown race.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number c

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All disabled widow(er)s 205,870 546.20 152,190 565.80 41,880 488.90 11,120 494.20

By age

50–54 27,080 561.80 18,540 580.10 6,600 515.90 1,840 545.30

50 2,190 578.50 1,350 584.20 650 543.40 190 658.10

51 3,910 560.40 2,680 598.40 960 492.90 250 429.00

52 5,220 564.40 3,500 590.50 1,300 516.70 390 490.50

53 6,950 558.10 4,830 571.70 1,570 500.50 500 607.80

54 8,810 559.70 6,180 571.80 2,120 528.90 510 540.80

55–59 77,430 547.40 57,810 565.40 14,640 493.30 4,750 497.60

55 11,810 552.00 8,680 578.70 2,320 474.00 750 483.00

56 13,180 545.10 9,940 559.60 2,390 502.50 790 493.60

57 14,250 551.80 10,520 573.90 2,810 490.60 910 490.50

58 17,760 545.10 13,170 563.50 3,410 492.10 1,130 492.00

59 20,430 545.40 15,500 557.50 3,710 502.50 1,170 520.70

60–64 101,360 541.20 75,840 562.70 20,640 477.20 4,530 469.90

60 22,270 539.80 16,750 559.20 4,450 476.90 970 487.30

61 21,530 541.20 16,110 567.50 4,490 461.20 900 470.00

62 20,180 544.60 14,920 564.90 4,040 481.90 1,110 489.70

63 19,510 541.00 14,650 562.10 3,920 481.60 880 464.20

64 17,870 539.30 13,410 559.40 3,740 486.90 670 419.20

By sex and marital status

Women 200,050 551.10 148,260 570.90 40,430 491.90 10,710 499.20

Widows 171,500 551.00 126,820 572.30 35,290 487.60 8,860 498.60

Surviving divorced wives 28,550 551.60 21,440 562.90 5,140 521.30 1,850 502.20

Men 5,820 380.10 3,930 374.30 1,450 405.50 410 363.30

Table 5.A1.8—Number and average monthly benefit for parents, by age, sex, and race, December 2002

Age and sex

All races a

a. Includes 50 persons of unknown race.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number c

c. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All parents 2,350 770.10 1,310 807.60 250 744.80 740 722.40

By age 

62–64 30 708.90 0 . . . 10 639.00 20 743.90

65–69 180 890.30 80 975.20 20 1,046.70 70 790.80

70–74 290 758.20 100 815.80 20 1,178.70 170 674.90

75–79 490 801.90 270 799.50 30 813.80 160 810.30

80–84 420 781.90 250 826.20 50 802.30 120 681.00

85–89 430 771.10 230 853.20 20 670.80 180 677.40

90 or older 510 696.80 380 736.10 100 573.60 20 814.00

By sex 

Women 2,030 783.80 1,200 810.40 230 758.30 550 751.60

Men 320 682.80 110 777.40 20 590.00 190 637.80
5.A OASDI Current-Pay Benefits

5.16 ♦ Annual Statistical Supplement, 2003

 

Table 5.A3—Number and average monthly benefit, with reduction for early retirement, by type of benefit,

sex, age, and race, December 2002

Age and type of benefit 

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Retired workers

Total 20,889,740 829.70 18,706,390 843.30 1,589,490 726.50 552,480 674.00

62–64 2,578,870 831.10 2,244,160 846.30 228,530 762.70 106,130 656.80

62 689,330 824.00 597,070 839.40 60,380 761.90 31,880 654.30

63 894,860 826.20 775,840 841.00 82,280 763.30 36,720 654.10

64 994,680 840.40 871,250 855.80 85,870 762.60 37,530 661.70

65–69 5,276,710 830.90 4,639,050 846.40 448,160 741.90 188,030 661.60

65 1,184,160 873.30 1,034,260 890.30 101,650 787.30 48,220 689.10

66 1,114,890 838.90 978,520 854.40 93,430 758.30 42,820 660.00

67 1,055,140 818.00 928,390 833.30 91,230 723.00 35,300 661.80

68 995,850 805.50 879,330 820.50 83,920 715.40 32,160 631.40

69 926,670 809.30 818,550 824.10 77,930 713.90 29,530 651.60

70–74 4,523,480 815.70 4,057,730 828.70 343,100 716.00 113,040 661.20

70 945,170 824.20 836,850 838.40 80,180 729.40 27,380 672.80

71 924,750 812.50 828,430 826.10 69,530 715.50 25,410 645.90

72 925,190 810.30 833,240 822.80 67,220 711.00 23,150 655.40

73 865,080 809.30 779,110 822.00 63,890 705.30 19,340 657.00

74 863,290 822.00 780,100 834.30 62,280 715.90 17,760 677.60

75–79 3,823,350 822.40 3,475,580 834.40 261,750 705.70 72,890 688.10

75 850,790 827.30 769,190 840.30 61,190 712.30 17,490 678.40

76 790,790 818.70 718,640 830.60 54,720 705.10 14,700 681.10

77 772,580 833.30 701,590 845.40 53,620 715.40 14,780 705.50

78 733,590 817.80 668,870 829.40 48,870 699.10 13,220 687.20

79 675,600 813.30 617,290 824.50 43,350 692.40 12,700 690.00

80–84 2,629,370 826.00 2,409,690 837.10 166,900 698.60 42,110 705.50

80 629,180 814.60 573,920 825.50 41,470 699.20 11,090 695.50

81 602,070 814.70 552,370 825.70 37,780 686.70 9,730 694.80

82 523,680 815.00 480,450 825.80 33,000 691.80 8,180 691.60

83 450,810 829.40 412,360 841.20 29,660 693.80 6,870 715.30

84 423,630 869.00 390,590 879.90 24,990 729.80 6,240 747.50

85–89 1,395,810 896.90 1,282,380 908.80 87,800 747.70 20,750 802.70

85 365,600 893.70 336,760 904.70 21,800 746.00 5,530 812.10

86 320,030 921.50 293,670 933.80 20,890 772.10 4,340 820.60

87 275,340 904.30 253,970 916.10 16,190 749.40 4,190 800.50

88 236,520 882.90 216,310 896.20 15,830 723.50 3,660 787.80

89 198,320 869.40 181,670 880.40 13,090 738.90 3,030 781.30

90–94 539,410 837.20 489,500 851.60 40,730 680.70 7,860 747.10

95 or older 122,740 773.60 108,300 794.00 12,520 606.10 1,670 689.70

Men

Subtotal 10,363,740 925.50 9,300,980 943.10 754,410 789.50 291,770 725.80

62–64 1,332,960 990.40 1,157,940 1,018.20 119,180 840.20 55,810 735.20

62 351,270 991.70 304,190 1,020.00 31,150 842.20 15,930 744.90

63 463,130 983.80 400,030 1,012.10 43,430 838.60 19,660 730.70

64 518,560 995.40 453,720 1,022.40 44,600 840.30 20,220 731.80

65–69 2,812,700 961.00 2,474,290 985.40 233,180 813.10 104,210 717.20

65 629,970 1,023.30 550,010 1,051.80 53,340 867.10 26,600 746.60

66 593,910 973.30 520,160 998.90 49,300 830.70 24,350 715.50

67 561,360 945.50 494,900 968.70 46,730 794.90 19,550 719.80

68 531,870 925.60 470,360 948.20 43,560 781.50 17,670 682.60

69 495,590 923.00 438,860 944.70 40,250 775.10 16,040 706.10

70–74 2,408,660 917.80 2,172,020 934.80 172,350 778.30 59,770 715.80

70 504,190 939.90 448,370 959.60 40,840 797.80 14,540 738.00

71 495,980 917.00 446,380 934.70 35,100 779.60 13,660 704.30

72 496,690 909.30 449,450 925.90 34,130 768.00 12,210 704.30

73 459,440 904.10 416,560 919.80 31,530 766.60 10,120 702.00

74 452,360 917.50 411,260 932.90 30,750 774.20 9,240 728.40

75–79 1,908,290 897.70 1,744,780 911.60 120,810 755.70 37,490 724.20

75 437,870 920.20 398,220 936.30 29,190 770.20 9,120 708.20

76 400,520 899.10 366,330 913.40 25,640 751.50 7,580 720.10

77 384,340 913.30 351,180 927.30 24,770 766.10 7,330 755.00

78 357,950 883.80 328,000 896.50 22,150 750.10 6,840 722.30

79 327,610 863.00 301,050 874.60 19,060 732.50 6,620 718.50

80–84 1,193,840 844.40 1,101,070 854.80 68,310 720.60 20,570 716.40

80 301,260 852.90 276,180 864.70 18,490 726.80 5,530 707.60

81 279,180 839.10 257,690 849.70 15,970 709.90 4,730 715.00

82 237,320 818.00 219,070 828.10 13,270 695.60 4,200 694.50

83 197,050 832.10 181,740 841.30 11,440 716.90 3,230 727.80

84 179,030 886.90 166,390 895.90 9,140 767.90 2,880 754.40

(Continued)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.17

Men (cont.)

85-89 522,660 926.90 483,700 936.40 28,050 800.80 9,260 828.90

85 147,480 921.40 137,150 930.50 7,350 785.40 2,490 830.40

86 123,310 959.10 114,120 969.40 6,880 827.40 1,940 844.20

87 101,860 940.60 94,580 950.50 5,200 804.50 1,750 834.20

88 82,830 901.60 75,830 911.00 5,010 792.50 1,700 815.90

89 67,180 890.30 62,020 898.00 3,610 787.90 1,380 814.10

90–94 159,100 836.40 144,750 846.40 10,200 713.10 3,900 787.70

95 or older 25,530 757.60 22,430 771.50 2,330 623.40 760 756.60

Women

Subtotal 10,526,000 735.40 9,405,410 744.50 835,080 669.60 260,710 616.10

62–64 1,245,910 660.70 1,086,220 663.10 109,350 678.20 50,320 570.00

62 338,060 649.80 292,880 651.80 29,230 676.20 15,950 563.80

63 431,730 657.10 375,810 659.00 38,850 679.20 17,060 565.70

64 476,120 671.60 417,530 674.70 41,270 678.60 17,310 579.80

65–69 2,464,010 682.40 2,164,760 687.60 214,980 664.80 83,820 592.50

65 554,190 702.80 484,250 706.90 48,310 699.10 21,620 618.40

66 520,980 685.60 458,360 690.40 44,130 677.50 18,470 586.90

67 493,780 673.10 433,490 678.80 44,500 647.50 15,750 589.80

68 463,980 667.80 408,970 673.70 40,360 644.20 14,490 569.00

69 431,080 678.50 379,690 684.80 37,680 648.50 13,490 586.80

70–74 2,114,820 699.40 1,885,710 706.60 170,750 653.20 53,270 599.90

70 440,980 692.00 388,480 698.60 39,340 658.40 12,840 599.00

71 428,770 691.70 382,050 699.10 34,430 650.10 11,750 577.90

72 428,500 695.40 383,790 702.10 33,090 652.10 10,940 600.70

73 405,640 702.00 362,550 709.70 32,360 645.60 9,220 607.60

74 410,930 716.90 368,840 724.40 31,530 659.00 8,520 622.40

75–79 1,915,060 747.40 1,730,800 756.60 140,940 662.80 35,400 649.80

75 412,920 728.90 370,970 737.10 32,000 659.60 8,370 645.80

76 390,270 736.20 352,310 744.40 29,080 664.30 7,120 639.50

77 388,240 754.00 350,410 763.20 28,850 671.90 7,450 656.80

78 375,640 755.00 340,870 764.90 26,720 656.80 6,380 649.60

79 347,990 766.50 316,240 776.70 24,290 660.90 6,080 659.00

80–84 1,435,530 810.70 1,308,620 822.30 98,590 683.20 21,540 695.10

80 327,920 779.50 297,740 789.20 22,980 677.00 5,560 683.50

81 322,890 793.60 294,680 804.80 21,810 669.70 5,000 675.60

82 286,360 812.50 261,380 823.80 19,730 689.30 3,980 688.50

83 253,760 827.40 230,620 841.20 18,220 679.40 3,640 704.10

84 244,600 856.00 224,200 868.10 15,850 707.90 3,360 741.50

85–89 873,150 878.90 798,680 892.10 59,750 722.80 11,490 781.70

85 218,120 874.90 199,610 887.00 14,450 725.90 3,040 797.00

86 196,720 897.90 179,550 911.20 14,010 745.00 2,400 801.60

87 173,480 883.00 159,390 895.70 10,990 723.30 2,440 776.30

88 153,690 872.80 140,480 888.20 10,820 691.50 1,960 763.40

89 131,140 858.70 119,650 871.30 9,480 720.30 1,650 753.90

90–94 380,310 837.50 344,750 853.80 30,530 669.80 3,960 707.00

95 or older 97,210 777.80 85,870 799.90 10,190 602.20 910 633.70

Disabled workers

Total 36,770 1,012.10 29,740 1,048.20 4,930 919.20 2,100 720.50

62 4,340 1,068.90 3,430 1,109.20 600 975.50 310 804.60

63 12,860 1,023.00 10,460 1,054.70 1,600 971.00 800 711.90

64 19,570 992.50 15,850 1,030.60 2,730 876.40 990 701.20

Men

Subtotal 23,280 1,165.00 19,370 1,204.30 2,620 1,055.20 1,290 797.80

62 2,880 1,207.40 2,370 1,244.50 310 1,128.40 200 891.30

63 8,180 1,185.10 6,720 1,228.90 950 1,087.60 510 789.80

64 12,220 1,141.50 10,280 1,178.90 1,360 1,015.90 580 772.60

Women

Subtotal 13,490 748.40 10,370 756.50 2,310 764.90 810 597.50

62 1,460 795.70 1,060 806.60 290 812.10 110 646.80

63 4,680 739.50 3,740 741.60 650 800.60 290 575.10

64 7,350 744.60 5,570 756.90 1,370 738.00 410 600.10

(Continued)

Table 5.A3—Number and average monthly benefit, with reduction for early retirement, by type of benefit,

sex, age, and race, December 2002—Continued

Age and type of benefit 

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

5.18 ♦ Annual Statistical Supplement, 2003

Spouses

Total 2,173,280 430.60 2,004,740 438.40 93,470 354.60 69,600 315.60

Wives

Subtotal 2,162,510 431.60 1,997,200 439.10 91,980 356.40 67,870 318.00

By age

62–64 303,310 411.50 271,440 422.80 15,950 336.50 15,640 294.10

62 76,220 401.90 68,240 412.70 3,710 331.30 4,200 290.50

63 104,200 407.20 93,280 418.70 5,520 321.50 5,270 297.40

64 122,890 421.00 109,920 432.50 6,720 351.70 6,170 293.80

65–69 607,060 440.00 549,850 450.40 30,670 359.90 25,430 318.50

65 126,950 445.30 113,820 457.40 6,850 369.30 6,140 310.00

66 124,850 443.40 112,710 454.60 6,080 362.40 5,890 318.80

67 123,220 440.80 111,440 451.10 6,470 354.70 5,050 329.20

68 119,090 434.70 108,430 443.30 6,140 368.30 4,200 317.40

69 112,950 435.20 103,450 444.70 5,130 341.00 4,150 319.00

70–74 559,170 436.00 520,010 442.50 23,260 366.40 14,220 319.30

70 116,080 436.80 107,260 444.50 5,280 358.40 3,200 320.50

71 115,470 438.30 107,610 444.80 4,540 376.40 3,010 306.70

72 116,230 436.20 108,020 442.30 5,010 375.00 2,920 322.10

73 107,280 434.30 99,810 441.20 4,370 357.30 2,780 319.90

74 104,110 433.80 97,310 439.40 4,060 364.90 2,310 329.90

75–79 409,290 427.10 385,250 431.90 14,450 356.90 8,120 335.40

75 99,350 435.10 93,610 439.90 3,630 369.30 1,760 329.20

76 87,900 427.70 82,250 433.60 3,380 348.40 1,990 324.20

77 81,610 426.90 76,790 431.30 2,800 359.90 1,740 353.70

78 74,540 419.80 70,410 423.70 2,580 359.70 1,280 336.50

79 65,890 422.70 62,190 427.40 2,060 341.70 1,350 335.10

80–84 211,720 432.70 201,850 436.10 5,530 354.80 3,580 358.30

85–89 61,140 440.90 58,540 444.50 1,680 346.70 760 379.60

90–94 10,210 397.40 9,710 400.10 390 329.30 110 403.10

95 or older 610 421.50 550 413.10 50 500.90 10 484.70

By type of benefit

Wives of retired workers 2,119,450 434.80 1,960,840 442.10 88,140 360.30 65,140 319.40

Wives of disabled workers 43,060 277.20 36,360 278.20 3,840 267.50 2,730 284.40

Husbands

Subtotal 10,770 232.70 7,540 234.40 1,490 239.10 1,730 219.80

(Continued)

Table 5.A3—Number and average monthly benefit, with reduction for early retirement, by type of benefit,

sex, age, and race, December 2002—Continued

Age and type of benefit 

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.19

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Nondisabled widow(er)s

Total 2,651,950 788.90 2,305,170 808.60 277,070 656.50 63,570 657.40

60–64 454,350 831.80 381,620 854.70 53,650 709.40 18,690 718.50

60 56,190 849.70 46,440 874.10 6,110 726.10 3,610 745.90

61 77,910 821.40 65,020 842.30 9,410 701.90 3,430 755.00

62 97,020 840.10 80,980 861.40 12,440 730.40 3,540 744.50

63 105,120 833.40 88,930 857.20 12,080 708.70 4,020 686.40

64 118,110 821.80 100,250 846.00 13,610 688.50 4,090 672.80

65–69 548,760 838.20 468,790 863.10 63,400 698.60 15,220 663.00

65 113,670 854.50 96,230 881.10 13,520 718.80 3,720 672.50

66 114,080 845.00 97,330 871.70 12,890 692.00 3,490 672.30

67 112,000 835.30 95,880 859.00 12,940 699.30 2,950 671.80

68 107,450 830.70 92,100 853.70 12,490 701.40 2,590 648.30

69 101,560 823.60 87,250 848.30 11,560 678.30 2,470 640.50

70–74 491,990 808.70 424,960 832.00 54,450 664.10 10,980 636.40

70 97,540 816.60 83,190 842.60 11,370 666.70 2,670 652.00

71 96,050 814.80 82,690 838.40 10,920 669.10 2,200 657.10

72 100,840 810.80 87,620 832.50 10,730 672.60 2,130 633.20

73 98,020 804.60 84,530 829.00 10,900 651.70 2,200 628.00

74 99,540 797.00 86,930 818.00 10,530 660.50 1,780 601.50

75–79 485,760 772.00 427,130 791.30 48,390 628.70 8,840 630.20

75 101,700 789.10 89,030 809.50 10,420 643.50 1,970 644.70

76 100,500 778.40 87,660 797.80 10,590 638.80 1,900 668.20

77 96,280 772.80 84,780 791.70 9,510 633.80 1,750 624.10

78 96,320 760.70 85,070 780.90 9,140 604.50 1,880 613.10

79 90,960 756.80 80,590 774.60 8,730 618.70 1,340 586.80

80–84 369,890 744.80 330,730 761.80 32,420 597.40 5,790 600.40

85–89 189,480 691.80 171,080 706.50 15,400 551.70 2,680 559.90

90–94 85,030 668.90 76,920 682.20 6,930 542.10 1,080 531.90

95 or older 26,690 667.50 23,940 681.40 2,430 547.30 290 555.10

a. Includes 41,380 persons of unknown race. 

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available. 

Table 5.A3—Number and average monthly benefit, with reduction for early retirement, by type of benefit,

sex, age, and race, December 2002—Continued

Age and type of benefit 

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits

5.20 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A4—Number and total monthly benefits, by trust fund and type of benefit, December 1940–2002,

selected years

Year

OASDI

Retired

workers

Disabled

workers

Wives

and

husbands Children

Widowed

mothers

and

fathers Widow(er)s Parents

Special

age-72

Total beneficiaries

OASI

trust fund

DI

trust fund

Number

1940 222,488 222,488 . . . 112,331 . . . 29,749 54,648 20,499 4,437 824 . . .

1945 1,288,107 1,288,107 . . . 518,234 . . . 159,168 390,134 120,581 93,781 6,209 . . .

1950 3,477,243 3,477,243 . . . 1,770,984 . . . 508,350 699,703 169,438 314,189 14,579 . . .

1955 7,960,616 7,960,616 . . . 4,473,971 . . . 1,191,963 1,276,240 291,916 701,360 25,166 . . .

1957 11,128,897 10,979,047 149,850 6,197,532 149,850 1,827,048 1,502,077 328,309 1,095,137 28,944 . . .

1960 14,844,589 14,157,138 687,451 8,061,469 455,371 2,345,983 2,000,451 401,358 1,543,843 36,114 . . .

1965 20,866,767 19,127,716 1,739,051 11,100,584 988,074 2,806,912 3,092,659 471,816 2,371,433 35,289 . . .

1966 22,767,252 20,796,930 1,970,322 11,658,443 1,097,190 2,860,026 3,392,970 487,755 2,602,015 34,540 634,313

1970 26,228,629 23,563,634 2,664,995 13,349,175 1,492,948 2,951,552 4,122,305 523,136 3,227,160 28,729 533,624

1975 32,084,511 27,732,311 4,352,200 16,588,001 2,488,774 3,320,310 4,972,008 581,845 3,888,705 21,444 223,424

1980 35,584,955 30,906,511 4,678,444 19,562,085 2,858,680 3,477,427 4,606,517 562,316 4,410,515 14,779 92,636

1985 37,058,317 33,151,003 3,907,314 22,431,930 2,656,638 3,374,599 3,319,490 371,659 4,862,805 9,541 31,655

1986 37,702,976 33,707,103 3,995,873 22,980,948 2,728,463 3,386,917 3,294,587 350,546 4,928,019 8,726 24,770

1987 38,189,919 34,145,244 4,044,675 23,439,684 2,785,859 3,380,856 3,243,939 328,838 4,983,846 7,890 19,007

1988 38,627,019 34,552,719 4,074,300 23,858,226 2,830,284 3,366,843 3,203,822 317,761 5,028,822 7,145 14,116

1989 39,151,370 35,022,543 4,128,827 24,326,604 2,895,364 3,364,563 3,165,113 312,079 5,070,873 6,484 10,290

1990 39,832,125 35,566,144 4,265,981 24,838,100 3,011,294 3,366,975 3,187,010 303,923 5,111,482 5,908 7,433

1991 40,592,173 36,079,133 4,513,040 25,288,719 3,194,938 3,370,454 3,268,252 300,661 5,158,383 5,467 5,299

1992 41,507,188 36,617,492 4,889,696 25,757,727 3,467,783 3,382,189 3,391,173 294,176 5,205,375 5,083 3,682

1993 42,245,719 36,992,153 5,253,566 26,104,305 3,725,966 3,367,206 3,527,483 289,350 5,224,279 4,673 2,457

1994 42,883,470 37,299,951 5,583,519 26,407,756 3,962,954 3,337,484 3,653,887 283,072 5,232,379 4,318 1,620

1995 43,387,259 37,529,603 5,857,656 26,672,806 4,185,263 3,289,551 3,734,097 275,020 5,225,519 3,976 1,027

1996 43,736,836 37,664,802 6,072,034 26,898,072 4,385,623 3,194,080 3,802,791 242,135 5,209,812 3,670 653

1997 43,971,086 37,818,047 6,153,039 27,274,572 4,508,134 3,129,129 3,771,774 230,222 5,053,442 3,419 394

1998 44,245,731 37,911,161 6,334,570 27,510,535 4,698,319 3,054,073 3,768,928 220,610 4,989,855 3,186 225

1999 44,595,624 38,071,894 6,523,730 27,774,677 4,879,455 2,987,307 3,794,795 212,401 4,943,915 2,931 143

2000 45,414,794 38,741,432 6,673,362 28,498,945 5,042,334 2,963,326 3,802,863 203,052 4,901,437 2,748 89

2001 45,877,506 38,964,263 6,913,243 28,836,774 5,274,183 2,898,861 3,839,381 197,375 4,828,327 2,564 41

2002 46,444,317 39,233,049 7,221,268 29,190,137 5,543,981 2,832,767 3,910,256 194,117 4,770,638 2,400 21

Total monthly benefits (thousands of dollars)

1940 4,070 4,070 . . . 2,539 . . . 361 668 402 90 11 . . .

1945 23,801 23,801 . . . 12,538 . . . 2,040 4,858 2,391 1,893 81 . . .

1950 126,857 126,857 . . . 77,678 . . . 11,995 19,366 5,801 11,481 535 . . .

1955 411,613 411,613 . . . 276,942 . . . 39,416 46,444 13,403 34,152 1,256 . . .

1957 605,455 594,552 10,904 400,250 10,904 62,802 57,952 16,102 55,944 1,501 . . .

1960 936,321 888,320 48,000 596,849 40,668 90,503 93,275 23,795 89,054 2,178 . . .

1965 1,516,802 1,395,817 120,986 931,532 96,599 120,796 159,428 30,882 174,883 2,683 . . .

1966 1,638,548 1,502,863 135,685 983,338 107,627 123,262 175,100 31,983 192,821 2,642 21,777

1970 2,628,326 2,385,926 242,400 1,576,551 196,010 175,323 279,845 45,258 328,245 2,965 24,128

1975 5,727,758 5,047,656 680,102 3,436,752 562,180 332,159 544,048 85,676 747,903 3,685 15,354

1980 10,682,791 9,422,206 1,260,585 6,678,216 1,059,792 569,528 864,242 138,426 1,358,836 4,080 9,672

1985 15,901,579 14,441,682 1,459,896 10,736,304 1,285,375 796,351 858,006 123,557 2,094,003 3,609 4,373

1986 16,534,384 15,027,053 1,507,331 11,225,159 1,331,144 816,351 860,953 118,602 2,175,345 3,371 3,459

1987 17,612,946 16,016,257 1,596,689 12,016,444 1,415,811 856,263 883,739 115,966 2,318,748 3,213 2,763

1988 18,691,340 17,008,453 1,682,887 12,806,481 1,498,637 893,521 908,660 116,902 2,461,948 3,061 2,132

1989 20,037,582 18,237,927 1,799,655 13,789,570 1,609,780 944,429 938,538 120,970 2,629,728 2,941 1,627

1990 21,686,763 19,716,655 1,970,108 14,966,531 1,768,313 1,004,852 991,628 124,340 2,827,012 2,849 1,238

1991 23,076,535 20,912,298 2,164,237 15,914,665 1,946,823 1,049,463 1,045,006 127,510 2,989,385 2,767 915

1992 24,442,156 22,033,164 2,408,992 16,810,432 2,171,080 1,089,504 1,100,812 128,748 3,138,250 2,676 655

1993 25,662,445 23,011,870 2,650,575 17,595,964 2,390,829 1,117,643 1,160,403 129,752 3,264,849 2,557 448

1994 26,936,223 24,032,186 2,904,037 18,415,099 2,620,982 1,144,466 1,226,468 131,463 3,394,982 2,459 303

1995 28,148,078 24,993,131 3,154,947 19,199,157 2,853,365 1,164,029 1,283,288 131,430 3,514,262 2,349 197

1996 29,426,079 26,017,474 3,408,605 20,038,023 3,087,223 1,177,458 1,356,685 124,678 3,639,632 2,252 129

1997 30,463,716 26,884,933 3,578,782 20,864,462 3,252,919 1,185,143 1,389,552 122,488 3,646,898 2,173 79

1998 31,298,873 27,519,891 3,778,982 21,449,654 3,444,259 1,179,882 1,417,362 120,247 3,685,349 2,074 46

1999 32,578,327 28,548,030 4,030,297 22,339,070 3,679,691 1,188,814 1,473,988 120,157 3,774,601 1,975 30

2000 34,848,920 30,517,277 4,331,642 24,066,918 3,965,304 1,233,598 1,547,808 120,812 3,912,527 1,934 19

2001 36,504,206 31,823,443 4,680,763 25,215,898 4,295,600 1,246,333 1,624,285 122,526 3,997,687 1,868 9

2002 37,854,453 32,823,008 5,031,445 26,125,090 4,625,445 1,242,317 1,692,471 124,267 4,043,051 1,806 5
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.21

SOURCE: Social Security Administration, Master Beneficiary Record,

10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

SOURCE: Social Security Administration, Master Beneficiary Record,

10 percent sample. 

NOTE: Race and ethnic designations are collected from the form SS-5 (Application 

for a Social Security Card). For dependents and survivor beneficiaries, race is 

assumed to be the same as that shown on the SS-5 for the wage earner on whose 

earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

Table 5.A5—Number and average age, by type of 

benefit, December 2002

Type of benefit

Number a

(thousands)

a. Provisions for Railroad Retirement beneficiaries are described in the section 

Social Security (Old-Age, Survivors, and Disability Insurance).

Average

age

Total, OASDI 46,453 66

OASI 39,232 71

Retired workers 29,204 74

Spouses of retired workers 2,681 72

Children of retired workers 477 24

Under age 18 270 13

Disabled adult children 193 40

Students, aged 18–19 15 18

Children of deceased workers 1,905 22

Under age 18 1,345 12

Disabled adult children 495 47

Students, aged 18–19 66 18

Nondisabled widow(er)s 4,564 77

Widowed mothers and fathers 193 43

Disabled widow(er)s 206 59

Parents of deceased workers 2 82

DI 7,220 43

Disabled workers 5,536 51

Spouses of disabled workers 151 50

Children of disabled workers 1,533 12

Under age 18 1,427 12

Disabled adult children 61 27

Students, aged 18–19 45 18

Table 5.A6—Number and average monthly benefit,

by age, sex, type of benefit, and race, December 2002

Type of benefit All races a

a. Includes 152,770 persons of unknown race. In years prior to 1993, persons of 

unknown race were included with White.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, 

and a subset of the total number of beneficiaries of Hispanic origin. The 

distribution of beneficiaries among those three groups is not available.

Number c (thousands)

c. Provisions for Railroad Retirement beneficiaries are described in the section 

Social Security (Old-Age, Survivors, and Disability Insurance).

Total, OASDI 46,453 39,417 4,784 2,098

By age and sex

Adults 42,537 36,790 3,937 1,686

Men 18,272 15,777 1,643 801

Women 24,265 21,013 2,294 885

Children 3,916 2,628 848 413

Under age 18 3,042 1,953 687 378

Disabled adult children 749 590 132 25

Students, aged 18–19 125 86 28 10

By type of benefit

Retired workers and their 

spouses and children 32,362 28,673 2,594 1,020

Retired workers 29,204 25,883 2,371 883

Spouses 2,681 2,440 128 106

Children 477 350 95 31

Disabled workers and their 

spouses and children 7,220 5,142 1,283 749

Disabled workers 5,536 4,017 945 539

Spouses 151 114 19 18

Children 1,533 1,012 319 192

Survivors of deceased workers 6,870 5,602 908 329

Nondisabled widow(er)s 4,564 4,047 402 102

Disabled widow(er)s 206 152 42 11

Widowed mothers and 

fathers 193 135 31 26

Children 1,905 1,267 433 189

Parents 2 1 0 1

Average monthly benefit (dollars)

Retired workers 895.00 911.70 774.80 733.10

Men 1,008.10 1,029.80 848.40 789.60

Women 773.90 784.00 707.50 661.30

Disabled workers 834.10 860.30 775.40 745.30

Men 935.00 973.00 834.50 820.30

Women 708.60 715.60 709.80 656.00

Widowed mothers and fathers 636.70 680.50 543.70 520.30

Nondisabled widow(er)s 861.40 882.80 688.10 691.20

Surviving children 584.20 629.80 491.10 492.90
5.A OASDI Current-Pay Benefits

5.22 ♦ Annual Statistical Supplement, 2003

Table 5.A7—Number and average monthly benefit for women, by type of benefit, basis of entitlement, and race, 

December 2002

Type of benefit and basis of entitlement

All races a

a. Includes 73,000 persons of unknown race. In years prior to 1993, persons of unknown race were included with White.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number

(thousands)

Average

monthly

benefit

(dollars)

Number

(thousands)

Average

monthly

benefit

(dollars)

Number

(thousands)

Average

monthly

benefit

(dollars)

Number

(thousands)

Average

monthly

benefit

(dollars)

All women

Total c

c. Excludes parents, special age-72 beneficiaries, and disabled adult children receiving benefits because of a childhood disability.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

24,263 742.80 21,012 755.50 2,293 677.00 884 611.20

Workers 16,563 764.10 14,190 775.50 1,687 708.10 635 659.30

Retired 14,096 773.90 12,430 784.00 1,239 707.50 389 661.30

Full benefit 3,570 887.40 3,025 906.70 404 785.90 128 753.40

Reduced benefit 10,526 735.40 9,405 744.50 835 669.60 261 616.10

Disabled 2,467 708.60 1,760 715.60 447 709.80 246 656.00

Wives of retired and disabled workers 2,794 441.70 2,530 453.10 141 352.20 115 303.00

Entitlement based on care of children 151 240.80 112 257.80 20 215.00 19 169.90

Husband retired 53 360.90 42 378.90 6 324.40 5 252.00

Husband disabled 98 175.90 70 185.50 13 161.40 14 143.70

Entitlement based on age 2,643 453.20 2,418 462.20 122 374.50 96 329.10

Husband retired 2,594 456.30 2,377 465.20 117 378.30 93 330.50

Full benefit 472 553.50 414 575.00 29 434.60 28 356.60

Reduced benefit 2,122 434.70 1,963 442.00 88 360.10 65 319.50

Husband disabled 49 286.50 41 287.80 5 278.20 3 287.20

Widows 4,906 842.10 4,292 867.70 465 662.80 134 646.70

Entitlement based on care of children 182 642.20 127 688.00 29 543.90 24 521.40

Nondisabled, aged 60 or older 4,524 863.10 4,016 884.40 396 688.90 100 692.90

Disabled, aged 50–64 200 551.10 148 570.90 40 491.90 11 499.20

Women aged 65 or older

Total c 19,276 762.40 17,139 773.90 1,580 683.00 501 622.60

Entitled as worker 12,850 784.80 11,344 795.50 1,130 710.40 338 674.90

Worker only 7,177 754.70 6,109 769.00 795 679.60 254 652.50

Dually entitled 5,673 822.90 5,235 826.50 335 783.30 85 742.10

Wife’s benefit 2,269 534.90 2,145 537.40 80 480.30 38 505.70

Widow’s benefit 3,404 1,014.90 3,090 1,027.20 255 878.50 47 933.10

Entitled as wife or widow only 6,426 717.70 5,795 731.50 450 614.20 162 513.50

Wife’s benefit 2,337 458.70 2,144 467.30 105 380.50 80 335.90

Widow’s benefit 4,090 865.70 3,651 886.60 345 685.70 82 686.90
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.23

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A8—Number, average primary insurance amount, and average monthly benefit for persons with benefits 

based on special minimum primary insurance amount, by type of benefit and sex, December 2002

Type of benefit and sex Number

Average primary insurance amount

(dollars)

Average monthly benefit

(dollars)

All beneficiaries 127,685 539.71 625.42

Retirement benefits

Retired workers 114,789 536.87 651.62

Men 25,536 519.09 460.24

Women 89,253 541.96 706.37

Wives and husbands of retired workers 3,711 521.97 212.62

Children of retired workers 460 534.57 215.91

Disability benefits

Disabled workers 12 542.14 540.60

Children of disabled workers 2 625.60 312.00

Survivor benefits

Nondisabled widow(er)s 7,220 584.55 492.38

Disabled widow(er)s 219 582.00 367.42

Widowed mothers and fathers 43 585.55 385.81

Children of deceased workers 1,229 587.67 415.89
5.A OASDI Current-Pay Benefits

5.24 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A10—Number and average monthly benefit for beneficiaries aged 60 or older, by sex, type of benefit,

and age, December 2002

Type of benefit

Total,

60 or

older a

a. The sum of the individual categories may not equal total because of independent rounding.

60–61 62–64 65–69 70–74 75–79 80–84 85–89 90–94

95 or

older b

b. Includes 40,080 persons aged 100 or older—5,800 men and 34,280 women.

Number (thousands)

All beneficiaries

Total c

c. Includes special age-72 beneficiaries.

37,937 719 4,043 8,981 8,070 6,967 4,987 2,737 1,115 318

Retired workers 29,204 . . . 2,579 7,568 6,614 5,525 3,838 2,070 798 212

Widow(er)s, parents, and mothers and fathers 4,677 182 382 663 738 892 851 568 296 104

Wives and husbands 2,692 6 315 725 699 537 292 96 20 2

Disabled workers 1,260 515 746 . . . . . . . . . . . . . . . . . . . . .

Disabled adult children 104 17 21 26 18 12 6 2 1 d

d. Fewer than 500 beneficiaries.

Men

Subtotal 15,951 306 1,786 4,227 3,634 2,902 1,877 876 284 59

Retired workers 15,108 . . . 1,333 4,198 3,611 2,886 1,869 872 281 59

Widowers, parents, and fathers 43 9 13 7 4 3 2 2 1 d

Husbands 36 d 2 9 10 8 4 2 1 d

Disabled workers 715 288 427 . . . . . . . . . . . . . . . . . . . . .

Disabled adult children 49 8 11 13 9 5 2 1 dd

Women

Subtotal 21,987 414 2,258 4,754 4,437 4,064 3,110 1,861 831 258

Retired workers 14,096 . . . 1,246 3,369 3,004 2,639 1,969 1,198 517 153

Widows, parents, and mothers 4,634 173 370 655 734 889 849 567 295 104

Wives 2,656 6 313 716 689 529 288 94 19 2

Disabled workers 545 227 319 . . . . . . . . . . . . . . . . . . . . .

Disabled adult children 55 9 10 13 10 7 4 1 d d

Average monthly benefit (dollars)

All beneficiaries

Total c 858.10 866.10 808.20 855.40 848.00 853.90 865.80 953.80 894.80 831.00

Retired workers 895.00 . . . 831.10 894.20 889.00 893.50 893.90 994.80 926.60 857.30

Widow(er)s, parents, and mothers and fathers 854.00 759.60 786.50 865.70 862.40 855.70 880.30 884.30 837.30 784.40

Wives and husbands 450.10 380.20 409.40 451.90 453.40 451.80 462.70 495.90 480.90 463.30

Disabled workers 916.80 918.70 915.50 . . . . . . . . . . . . . . . . . . . . .

Disabled adult children 537.50 584.10 576.00 542.70 514.40 486.10 471.80 426.90 409.30 d

Men

Subtotal 1,007.20 1,053.80 1,006.20 1,027.00 1,003.80 990.50 951.90 1,090.60 1,006.80 937.00

Retired workers 1,008.10 . . . 990.40 1,030.60 1,007.50 993.90 954.50 1,094.30 1,012.30 940.30

Widowers, parents, and fathers 651.60 607.60 709.30 735.40 662.10 592.00 530.70 521.20 508.00 d

Husbands 253.20 d 206.20 254.40 259.70 249.00 249.60 263.20 283.50 d

Disabled workers 1,080.10 1,082.10 1,078.70 . . . . . . . . . . . . . . . . . . . . .

Disabled adult children 542.30 587.90 578.40 540.20 513.10 486.30 459.10 461.30 d d

Women

Subtotal 750.00 727.40 651.70 702.80 720.40 756.30 813.90 889.30 856.60 806.70

Retired workers 773.90 . . . 660.70 724.30 746.60 783.60 836.50 922.40 880.10 825.30

Widows, parents, and mothers 855.90 767.80 789.10 867.20 863.60 856.70 881.30 885.50 838.90 785.00

Wives 452.80 381.80 410.50 454.30 456.40 455.10 465.60 500.90 491.70 479.90

Disabled workers 702.80 711.10 696.90 . . . . . . . . . . . . . . . . . . . . .

Disabled adult children 533.40 580.30 573.40 545.00 515.60 486.00 478.50 410.70 d d
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.25

SOURCE: Social Security Administration, Master Beneficiary Record. Dual entitlement data for 1995, 2000, and 2002 are based on a 10 percent sample. All other years are 

100 percent data. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

‘

Table 5.A14—Number and percentage distribution of women aged 62 or older, by basis of entitlement, type of 

benefit, and dual entitlement status, December 1960–2002, selected years 

Entitlement 1960 1970 1975 1980 1985 1990 1995 2000 2002

Number (thousands)

All women 62 or older a

a. Excludes special age-72 beneficiaries and disabled adult children.

6,619 11,374 14,010 16,350 18,412 19,954 20,888 21,381 21,520

Entitled as worker b

b. Includes disabled workers.

2,866 5,753 7,586 9,304 10,805 12,037 12,974 14,013 14,409

Worker only 2,563 4,786 5,926 6,710 7,096 7,359 7,554 8,117 8,392

Dually entitled c

c. Includes parents. Excludes dually entitled disabled workers.

303 967 1,660 2,594 3,709 4,678 5,420 5,896 6,016

Wife’s benefit 159 388 617 1,016 1,594 2,077 2,398 2,568 2,592

Widow’s benefit 141 574 1,039 1,575 2,112 2,600 3,022 3,327 3,424

Entitled as wife or widow only c 3,753 5,621 6,424 7,046 7,607 7,917 7,914 7,368 7,111

Wife’s benefit 2,174 2,546 2,745 2,884 3,018 3,059 2,985 2,768 2,650

Widow’s benefit d

d. Includes disabled widows and mothers.

1,546 3,048 3,659 4,148 4,580 4,853 4,926 4,598 4,459

Percentage distribution

All women 62 or older a 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Entitled as worker b 43.3 50.6 54.1 56.9 58.7 60.3 62.1 65.5 67.0

Worker only 38.7 42.1 42.3 41.0 38.5 36.9 36.2 38.0 39.0

Dually entitled c 4.6 8.5 11.8 15.9 20.1 23.4 25.9 27.6 28.0

Wife’s benefit 2.4 3.4 4.4 6.2 8.7 10.4 11.5 12.0 12.0

Widow’s benefit 2.1 5.0 7.4 9.6 11.5 13.0 14.4 15.6 15.9

Entitled as wife or widow only c 56.7 49.4 45.9 43.1 41.3 39.7 37.9 34.5 33.0

Wife’s benefit 32.8 22.4 19.6 17.6 16.4 15.3 14.3 12.9 12.3

Widow’s benefit d 23.4 26.8 26.1 25.4 24.9 24.3 23.6 21.5 20.7

Table 5.A15—Number and average monthly benefit for women aged 65 or older, by basis of entitlement, type of 

benefit, and dual entitlement status, December 2002

Entitlement Total 65–69 70–74 75–79 80–84 85–89 90 or older

Number

All women 65 or older a

a. Excludes parents, special age-72 beneficiaries, and disabled adult children. 

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

19,276,310 4,740,040 4,426,680 4,056,400 3,105,800 1,858,810 1,088,580

Entitled as worker 12,849,900 3,369,190 3,003,760 2,639,210 1,969,240 1,198,210 670,290

Worker only 7,177,040 2,256,960 1,767,630 1,358,220 873,780 583,050 337,400

Dually entitled 5,672,860 1,112,230 1,236,130 1,280,990 1,095,460 615,160 332,890

Wife’s benefit 2,268,780 804,270 671,770 475,900 243,690 61,650 11,500

Widow’s benefit 3,404,080 307,960 564,360 805,090 851,770 553,510 321,390

Entitled as wife or widow only 6,426,410 1,370,850 1,422,920 1,417,190 1,136,560 660,600 418,290

Wife’s benefit 2,336,660 715,980 689,060 528,860 288,030 94,370 20,360

Widow’s benefit 4,089,750 654,870 733,860 888,330 848,530 566,230 397,930

Average monthly benefit (dollars)

All women 65 or older a 762.40 703.30 720.80 756.80 814.30 889.70 845.00

Entitled as worker 784.80 724.30 746.60 783.60 836.50 922.40 867.60

Worker only 754.70 744.50 738.20 738.40 741.50 865.40 818.30

Dually entitled 822.90 683.30 758.60 831.60 912.30 976.30 917.60

Wife’s benefit 534.90 548.90 531.10 518.60 522.20 563.10 564.50

Widow’s benefit 1,014.90 1,034.10 1,029.40 1,016.60 1,023.80 1,022.40 930.20

Entitled as wife or widow only 717.70 651.60 666.40 706.90 776.00 830.60 808.80

Wife’s benefit 458.70 454.30 456.40 455.10 465.60 500.90 490.70

Widow’s benefit 865.70 867.30 863.60 856.80 881.30 885.50 825.10
5.A OASDI Current-Pay Benefits

5.26 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Angela Y. Harper (410) 966-9541.

Table 5.A16—Number and average monthly benefit for adult beneficiaries, by sex, type of benefit, and age, 

December 2002

Type of benefit

Number (thousands) Average monthly benefit (dollars)

All ages Under 62 62–64 65 or older All ages Under 62 62–64 65 or older

All adult beneficiaries

Total a

a. Includes parents and special age-72 beneficiaries. Excludes 122,698 student beneficiaries aged 18–19.

43,279 6,076 4,044 33,159 845.03 766.31 808.62 863.89

Retired workers 29,190 . . . 2,585 26,605 895.00 . . . 831.46 901.17

Disabled workers 5,544 4,799 745 . . . 834.32 821.73 915.38 . . .

Wives and husbands of retired workers 2,681 46 285 2,350 451.34 352.08 422.42 456.80

Wives and husbands of disabled workers 152 100 29 22 212.44 174.81 279.16 292.74

Nondisabled widow(er)s 4,563 135 315 4,113 861.09 829.66 834.33 864.17

Disabled widow(er)s 207 149 58 . . . 548.07 550.17 541.27 . . .

Mothers and fathers 194 188 5 b

b. Fewer than 500 beneficiaries.

640.17 639.01 684.03 613.97

Disabled adult children 745 658 21 65 550.43 553.52 562.86 512.67

Men

Subtotal 18,673 3,037 1,789 13,847 983.13 865.45 1,006.37 1,005.94

Retired workers 15,100 . . . 1,338 13,762 1,007.81 . . . 990.91 1,009.45

Disabled workers 3,070 2,644 426 . . . 935.60 912.64 1,078.16 . . .

Husbands of retired workers 35 b 1 34 256.10 260.12 222.81 257.37

Husbands of disabled workers 4 2 1 2 168.48 136.13 163.77 208.24

Nondisabled widowers 39 8 11 20 662.75 630.56 732.22 638.00

Disabled widowers 6 5 1 . . . 384.67 388.34 370.22 . . .

Fathers 11 10 b b 547.43 547.10 576.11 313.00

Disabled adult children 407 368 10 29 548.10 550.51 548.81 510.60

Women

Subtotal 24,606 3,039 2,255 19,312 740.23 667.22 651.74 762.05

Retired workers 14,090 . . . 1,247 12,843 774.90 . . . 660.27 785.14

Disabled workers 2,474 2,155 319 . . . 708.63 710.16 698.30 . . .

Wives of retired workers 2,646 46 284 2,316 453.93 352.18 423.33 459.71

Wives of disabled workers 147 98 29 21 213.67 175.59 281.16 299.50

Nondisabled widows 4,524 127 304 4,093 862.81 842.39 838.01 865.29

Disabled widows 201 145 57 . . . 553.03 556.17 545.00 . . .

Mothers 183 178 5 b 645.53 644.42 686.92 615.32

Disabled adult children 338 291 10 37 553.24 557.32 577.34 514.29
5.A OASDI Current-Pay Benefits

Annual Statistical Supplement, 2003 ♦ 5.27

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Angela Y. Harper (410) 966-9541. 

Table 5.A17—Number and average monthly benefit for disabled beneficiaries, by type of benefit,

December 1957–2002

Year

Number Average monthly benefit (dollars)

All disabled

 beneficiaries Workers

Disabled adult

children Widow(er)s Workers

Disabled adult

children Widow(er)s

1957 178,719 149,850 28,869 . . . 72.76 38.62 . . .

1958 284,744 237,719 47,025 . . . 82.10 39.62 . . .

1959 416,896 334,443 82,453 . . . 89.00 42.96 . . .

1960 559,425 455,371 104,054 . . . 89.31 44.15 . . .

1961 742,296 618,075 124,221 . . . 89.59 45.28 . . .

1962 888,131 740,867 147,264 . . . 89.99 45.67 . . .

1963 993,656 827,014 166,642 . . . 90.59 46.45 . . .

1964 1,077,695 894,173 183,522 . . . 91.12 47.35 . . .

1965 1,186,464 988,074 198,390 . . . 97.76 51.77 . . .

1966 1,310,911 1,097,190 213,721 . . . 98.09 52.42 . . .

1967 1,422,778 1,193,120 229,658 . . . 98.43 53.41 . . .

1968 1,560,517 1,295,300 243,654 21,563 111.86 61.83 72.25

1969 1,690,982 1,394,291 257,222 39,469 112.74 62.79 71.02

1970 1,812,786 1,492,948 270,557 49,281 131.26 73.21 82.00

1971 1,990,098 1,647,684 285,671 56,743 146.52 81.37 90.11

1972 2,202,090 1,832,916 305,007 64,167 179.32 98.81 109.54

1973 2,415,383 2,016,626 319,988 78,769 183.00 100.14 111.14

1974 2,670,092 2,236,882 341,082 92,128 205.70 112.45 125.87

1975 2,960,620 2,488,774 362,335 109,511 225.90 122.80 137.70

1976 3,171,198 2,670,208 381,563 119,427 245.17 132.32 147.01

1977 3,368,954 2,837,432 404,246 127,276 265.30 142.12 156.11

1978 3,429,421 2,879,774 419,896 129,751 288.30 153.66 165.46

1979 3,435,761 2,870,590 435,338 129,833 322.00 171.55 180.52

1980 3,436,429 2,858,680 450,169 127,580 370.70 198.95 205.02

1981 3,361,130 2,776,519 463,021 121,590 413.20 224.51 226.58

1982 3,192,379 2,603,599 472,408 116,372 440.60 245.07 242.11

1983 3,168,992 2,569,029 488,372 111,591 456.20 257.78 250.33

1984 3,212,040 2,596,516 506,373 109,151 470.70 270.28 306.24

1985 3,289,485 2,656,638 525,842 107,005 483.80 281.92 315.26

1986 3,380,480 2,728,463 545,043 106,974 487.90 288.79 319.74

1987 3,453,414 2,785,859 561,273 106,282 508.20 304.32 333.89

1988 3,507,707 2,830,284 574,300 103,123 529.50 320.21 348.05

1989 3,583,451 2,895,364 586,457 101,630 556.00 339.47 366.72

1990 3,712,763 3,011,294 600,480 100,989 587.20 361.71 388.93

1991 3,925,472 3,194,938 616,045 114,489 609.40 378.86 406.96

1992 4,236,080 3,467,783 636,973 131,324 626.10 393.61 422.65

1993 4,529,466 3,725,966 656,485 147,015 641.70 407.20 434.20

1994 4,796,313 3,962,954 672,683 160,676 661.40 422.40 446.30

1995 5,044,388 4,185,263 686,101 173,024 681.80 437.30 458.30

1996 5,264,321 4,385,623 696,787 181,911 703.90 454.30 471.00

1997 5,400,781 4,508,134 704,709 187,938 721.60 468.60 480.40

1998 5,605,272 4,698,319 712,772 194,181 733.10 479.40 487.30

1999 5,798,776 4,879,455 720,526 198,795 754.10 495.60 499.90

2000 5,972,450 5,042,334 728,689 201,427 786.40 518.30 519.70

2001 6,214,972 5,274,183 736,546 204,243 814.50 537.60 536.70

2002 6,495,868 5,543,981 744,529 207,358 834.30 550.40 548.10
5.B OASDI Current-Pay Benefits: Retired Workers

5.28 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.B1—Number, average primary insurance amount, and average monthly benefit without reduction for early 

retirement and with delayed retirement credit, by age and sex, December 2002

Age

All retired workers Men Women

Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars)

Total 3,917,750 1,114.50 1,206.70 2,411,930 1,237.80 1,318.10 1,505,820 917.10 1,028.20

66–69 470,850 1,112.00 1,165.30 306,180 1,228.20 1,277.00 164,670 896.00 957.80

66 17,270 955.50 983.50 10,220 1,045.50 1,065.30 7,050 824.90 864.90

67 28,840 897.80 942.20 16,820 977.20 1,011.20 12,020 786.70 845.60

68 210,380 1,140.80 1,179.80 139,410 1,253.90 1,287.00 70,970 918.50 969.20

69 214,360 1,125.20 1,195.80 139,730 1,246.00 1,314.40 74,630 899.00 973.80

70–74 1,094,430 1,094.80 1,202.80 674,270 1,232.40 1,338.70 420,160 874.00 984.60

70 222,020 1,124.20 1,217.20 137,600 1,261.50 1,352.40 84,420 900.30 996.80

71 223,420 1,093.10 1,202.50 137,660 1,230.00 1,339.50 85,760 873.30 982.70

72 224,830 1,082.70 1,194.20 138,450 1,221.70 1,333.40 86,380 859.90 971.10

73 213,080 1,074.70 1,193.10 130,110 1,211.00 1,328.00 82,970 861.00 981.50

74 211,080 1,099.00 1,206.80 130,450 1,237.20 1,339.80 80,630 875.50 991.60

75–79 974,130 1,094.40 1,195.70 610,200 1,218.90 1,307.10 363,930 885.50 1,009.00

75 207,480 1,109.70 1,219.30 128,850 1,244.10 1,346.90 78,630 889.40 1,010.30

76 205,660 1,095.10 1,192.20 128,800 1,220.60 1,306.10 76,860 884.70 1,001.40

77 182,460 1,117.40 1,224.10 113,530 1,246.10 1,342.80 68,930 905.30 1,028.60

78 195,200 1,084.40 1,178.10 122,930 1,205.30 1,281.40 72,270 878.80 1,002.30

79 183,330 1,064.10 1,163.50 116,090 1,177.00 1,256.10 67,240 869.00 1,003.50

80–84 730,360 1,058.70 1,165.50 455,710 1,166.80 1,249.00 274,650 879.20 1,026.80

80 169,630 1,053.50 1,157.60 107,450 1,162.60 1,245.00 62,180 865.10 1,006.60

81 165,380 1,042.30 1,146.10 103,560 1,151.80 1,232.20 61,820 858.80 1,002.00

82 152,400 1,031.80 1,139.90 95,970 1,136.60 1,216.90 56,430 853.60 1,008.90

83 127,300 1,060.10 1,168.60 79,200 1,164.20 1,247.20 48,100 888.60 1,039.30

84 115,650 1,123.40 1,235.00 69,530 1,240.20 1,327.00 46,120 947.20 1,096.40

85–89 412,420 1,304.00 1,370.60 245,600 1,432.10 1,478.70 166,820 1,115.40 1,211.40

85 103,740 1,160.50 1,270.60 63,440 1,281.90 1,368.20 40,300 969.40 1,116.90

86 89,590 1,397.70 1,448.50 53,730 1,533.30 1,566.30 35,860 1,194.60 1,272.10

87 81,540 1,368.80 1,419.10 48,720 1,504.00 1,537.20 32,820 1,168.00 1,243.80

88 75,000 1,328.20 1,381.30 43,560 1,454.30 1,486.40 31,440 1,153.50 1,235.60

89 62,550 1,294.20 1,349.00 36,150 1,421.60 1,454.60 26,400 1,119.70 1,204.40

90 or older 235,560 1,136.10 1,194.20 119,970 1,260.80 1,297.70 115,590 1,006.60 1,086.70
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2003 ♦ 5.29

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.B2—Number, average primary insurance amount, and average monthly benefit without reduction for early 

retirement and without delayed retirement credit, by age and sex, December 2002

Age

All retired workers Men Women

Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars)

Total 4,396,090 873.20 927.70 2,332,130 1,053.60 1,054.30 2,063,960 669.30 784.60

65–69 1,820,090 981.60 1,007.70 1,079,580 1,142.30 1,142.00 740,510 747.40 811.90

65 429,720 1,058.50 1,076.50 261,980 1,220.60 1,220.00 167,740 805.40 852.40

66 436,740 1,020.70 1,043.10 266,220 1,174.00 1,173.60 170,520 781.20 839.30

67 448,140 1,004.80 1,028.10 273,110 1,156.70 1,156.50 175,030 767.80 827.90

68 268,810 869.00 906.30 147,800 1,031.90 1,032.00 121,010 670.10 752.70

69 236,680 853.90 894.10 130,470 1,015.30 1,015.40 106,210 655.70 745.30

70–74 996,390 823.50 877.20 527,620 993.20 993.50 468,770 632.50 746.20

70 226,550 847.00 892.20 121,480 1,011.90 1,012.10 105,070 656.20 753.60

71 208,490 833.60 883.00 112,040 1,000.10 1,000.30 96,450 640.20 746.80

72 199,620 818.70 872.40 106,290 984.60 985.10 93,330 629.70 744.10

73 183,750 805.70 865.70 96,150 977.40 978.00 87,600 617.40 742.50

74 177,980 805.40 868.50 91,660 986.20 986.90 86,320 613.40 742.70

75–79 727,390 785.00 861.90 367,180 972.00 973.50 360,210 594.40 748.10

75 165,030 803.50 869.20 85,840 984.40 985.40 79,190 607.40 743.20

76 154,020 792.50 866.00 80,670 976.60 977.80 73,350 590.10 743.10

77 147,790 798.00 872.20 74,890 988.00 989.40 72,900 602.80 751.70

78 136,750 768.50 854.80 66,600 959.70 961.30 70,150 586.90 753.60

79 123,800 753.90 842.50 59,180 941.70 943.80 64,620 582.00 749.70

80–84 478,070 756.00 852.70 219,020 939.40 941.90 259,050 600.90 777.30

80 113,050 751.00 844.50 53,340 936.80 938.20 59,710 584.90 760.70

81 108,810 755.80 851.30 51,450 939.10 942.00 57,360 591.50 770.00

82 96,210 739.90 839.40 44,470 919.20 922.60 51,740 585.70 767.90

83 82,090 754.30 852.40 35,770 944.20 946.10 46,320 607.60 780.10

84 77,910 785.00 883.20 33,990 965.20 968.30 43,920 645.50 817.30

85–89 261,620 825.60 924.50 103,380 1,023.50 1,027.00 158,240 696.20 857.50

85 68,190 805.90 905.10 28,920 1,001.60 1,004.80 39,270 661.80 831.70

86 59,470 865.90 954.30 24,580 1,068.40 1,069.90 34,890 723.20 872.90

87 52,930 838.80 937.50 20,530 1,035.80 1,040.90 32,400 714.00 872.00

88 46,190 809.40 912.50 17,200 1,000.90 1,004.30 28,990 695.80 858.10

89 34,840 796.50 907.40 12,150 996.20 1,001.30 22,690 689.60 857.10

90 or older 112,530 737.10 831.70 35,350 891.20 899.20 77,180 666.50 800.70
5.B OASDI Current-Pay Benefits: Retired Workers

5.30 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.B3—Number and average monthly benefit before and after delayed retirement credit, by age and sex, 

December 2002

Age

All retired workers Men Women

Number

Average monthly benefit

(dollars)

Number

Average monthly benefit

(dollars)

Number

Average monthly benefit

(dollars)

Before

delayed

retirement

credit

After

delayed

retirement

credit

Before

delayed

retirement

credit

After

delayed

retirement

credit

Before

delayed

retirement

credit

After

delayed

retirement

credit

Total 4,557,500 1,156.00 1,176.70 2,724,900 1,267.70 1,290.40 1,832,600 989.80 1,007.50

66–69 500,400 1,149.20 1,157.20 323,800 1,261.50 1,270.30 176,600 943.20 949.80

66 17,800 1,029.40 1,033.50 11,100 1,132.70 1,137.30 6,700 858.20 861.70

67 28,900 931.90 937.40 16,300 1,007.60 1,013.60 12,600 834.00 839.00

68 210,300 1,169.50 1,175.20 140,600 1,276.20 1,282.30 69,700 954.30 959.20

69 243,400 1,166.10 1,176.70 155,800 1,283.90 1,295.70 87,600 956.60 965.00

70–74 1,273,300 1,153.40 1,173.00 769,700 1,285.70 1,307.30 503,600 951.30 967.60

70 246,200 1,182.90 1,199.00 151,200 1,308.60 1,325.70 95,000 982.90 997.20

71 257,300 1,155.60 1,174.60 154,400 1,289.10 1,310.00 102,900 955.10 971.50

72 272,000 1,142.80 1,163.10 167,300 1,272.00 1,294.80 104,700 936.30 952.70

73 248,500 1,142.90 1,163.90 149,300 1,271.20 1,294.70 99,200 949.70 967.10

74 249,300 1,144.30 1,165.40 147,500 1,288.80 1,312.70 101,800 934.90 952.00

75–79 1,134,700 1,137.10 1,158.60 686,400 1,250.50 1,274.20 448,300 963.40 981.70

75 244,800 1,172.90 1,194.30 150,900 1,302.50 1,326.30 93,900 964.70 982.30

76 237,000 1,133.40 1,153.30 143,600 1,236.80 1,257.90 93,400 974.40 992.40

77 216,000 1,150.00 1,172.30 126,200 1,276.50 1,301.60 89,800 972.30 990.50

78 230,000 1,119.30 1,141.20 139,600 1,231.50 1,255.80 90,400 946.10 964.40

79 206,900 1,105.30 1,127.50 126,100 1,199.10 1,223.10 80,800 958.90 978.30

80–84 869,000 1,109.60 1,132.90 523,400 1,190.80 1,216.20 345,600 986.70 1,006.70

80 201,400 1,103.00 1,127.00 123,600 1,182.40 1,208.40 77,800 977.00 997.60

81 196,300 1,080.70 1,103.00 117,400 1,169.90 1,194.30 78,900 947.90 967.10

82 177,500 1,079.20 1,101.20 107,200 1,149.40 1,173.20 70,300 972.10 991.30

83 153,200 1,130.20 1,154.10 94,500 1,208.40 1,234.80 58,700 1,004.10 1,024.20

84 140,600 1,175.60 1,200.10 80,700 1,268.40 1,295.30 59,900 1,050.60 1,071.70

85–89 492,800 1,307.40 1,334.10 279,400 1,432.10 1,462.30 213,400 1,144.10 1,166.20

85 120,800 1,201.20 1,224.50 69,100 1,312.70 1,338.10 51,700 1,052.10 1,072.50

86 107,200 1,385.50 1,414.10 60,900 1,525.60 1,558.40 46,300 1,201.20 1,224.40

87 99,600 1,348.60 1,375.60 56,000 1,479.40 1,510.40 43,600 1,180.50 1,202.40

88 93,000 1,333.50 1,362.80 53,500 1,461.70 1,496.00 39,500 1,159.90 1,182.40

89 72,200 1,278.50 1,304.60 39,900 1,389.80 1,418.30 32,300 1,141.10 1,164.10

90 or older 287,300 1,133.90 1,160.50 142,200 1,227.80 1,259.20 145,100 1,041.80 1,063.70
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2003 ♦ 5.31

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.B4—Number, percentage, and average monthly benefit, by year of entitlement as retired worker and sex, 

December 2002

Year of

entitlement

All retired workers Men Women

Number

Percentage

distribution

Cumulative

percentage a

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

Total 29,203,660 100.0 . . . 895.00 15,107,850 100.0 . . . 1,008.10 14,095,810 100.0 . . . 773.90

2000–2002 5,138,950 17.6 . . . 926.50 2,833,370 18.8 . . . 1,079.40 2,305,580 16.4 . . . 738.50

1995–1999 7,275,110 24.9 . . . 884.20 3,935,110 26.0 . . . 1,016.80 3,340,000 23.7 . . . 728.00

1990–1994 6,257,870 21.4 . . . 884.50 3,431,880 22.7 . . . 997.50 2,825,990 20.0 . . . 747.20

1985–1989 4,986,680 17.1 . . . 872.70 2,573,230 17.0 . . . 959.20 2,413,450 17.1 . . . 780.50

1980–1984 3,254,990 11.1 . . . 910.10 1,515,930 10.0 . . . 970.90 1,739,060 12.3 . . . 857.10

1975–1979 1,604,630 5.5 . . . 943.60 623,990 4.1 . . . 1,017.10 980,640 7.0 . . . 896.80

1970–1974 568,430 1.9 . . . 859.40 170,000 1.1 . . . 896.10 398,430 2.8 . . . 843.70

1965–1969 104,720 0.4 . . . 800.90 22,380 0.1 . . . 839.30 82,340 0.6 . . . 790.40

Before 1965 12,280 b

b. Less than 0.05 percent.

. . . 708.30 1,960 b . . . 705.50 10,320 0.1 . . . 708.80

2002 1,669,660 5.7 5.7 932.90 914,890 6.1 6.1 1,093.40 754,770 5.4 5.4 738.30

2001 1,665,090 5.7 11.4 913.20 912,820 6.0 12.1 1,062.10 752,270 5.3 10.7 732.50

2000 1,804,200 6.2 17.6 932.70 1,005,660 6.7 18.8 1,082.40 798,540 5.7 16.4 744.30

1999 1,581,270 5.4 23.0 900.40 869,470 5.8 24.5 1,041.90 711,800 5.0 21.4 727.70

1998 1,467,810 5.0 28.0 881.80 796,760 5.3 29.8 1,016.50 671,050 4.8 26.2 721.80

1997 1,437,310 4.9 33.0 877.90 771,580 5.1 34.9 1,012.10 665,730 4.7 30.9 722.50

1996 1,444,300 4.9 37.9 877.40 754,970 5.0 39.9 1,004.90 689,330 4.9 35.8 737.80

1995 1,344,420 4.6 42.5 881.90 742,330 4.9 44.8 1,004.90 602,090 4.3 40.1 730.30

1994 1,319,310 4.5 47.0 883.80 725,730 4.8 49.6 1,004.20 593,580 4.2 44.3 736.60

1993 1,292,290 4.4 51.5 881.80 716,030 4.7 54.3 996.80 576,260 4.1 48.4 738.90

1992 1,277,750 4.4 55.8 884.20 704,910 4.7 59.0 997.40 572,840 4.1 52.4 744.90

1991 1,203,750 4.1 59.9 886.00 659,480 4.4 63.4 994.70 544,270 3.9 56.3 754.30

1990 1,164,770 4.0 63.9 887.00 625,730 4.1 67.5 993.50 539,040 3.8 60.1 763.20

1989 1,100,980 3.8 67.7 879.00 581,610 3.8 71.4 980.40 519,370 3.7 63.8 765.40

1988 1,044,860 3.6 71.3 872.10 543,400 3.6 75.0 965.50 501,460 3.6 67.3 770.90

1987 999,800 3.4 74.7 874.70 514,650 3.4 78.4 962.20 485,150 3.4 70.8 781.80

1986 965,290 3.3 78.0 869.70 493,520 3.3 81.6 947.70 471,770 3.3 74.1 788.10

1985 875,750 3.0 81.0 866.70 440,050 2.9 84.5 932.60 435,700 3.1 77.2 800.10

1984 783,550 2.7 83.7 866.90 381,840 2.5 87.1 925.70 401,710 2.8 80.1 810.90

1983 736,280 2.5 86.2 885.50 350,920 2.3 89.4 940.30 385,360 2.7 82.8 835.60

1982 650,940 2.2 88.4 906.30 303,080 2.0 91.4 962.50 347,860 2.5 85.3 857.40

1981 572,340 2.0 90.4 953.50 259,480 1.7 93.1 1,022.50 312,860 2.2 87.5 896.20

1980 511,880 1.8 92.2 967.90 220,610 1.5 94.6 1,048.70 291,270 2.1 89.6 906.70

1979 441,500 1.5 93.7 974.00 181,410 1.2 95.8 1,059.50 260,090 1.8 91.4 914.40

1978 368,380 1.3 94.9 960.10 145,250 1.0 96.7 1,040.00 223,130 1.6 93.0 900.08

1977 291,910 1.0 95.9 940.60 114,620 0.8 97.5 1,018.40 177,290 1.3 94.2 890.30

1976 275,070 0.9 96.9 914.80 101,240 0.7 98.2 968.40 173,830 1.2 95.5 883.50

1975 227,770 0.8 97.7 896.40 81,470 0.5 98.7 940.30 146,300 1.0 96.5 871.90

1974 182,280 0.6 98.3 873.50 59,900 0.4 99.1 914.40 122,380 0.9 97.4 853.50

1973 143,930 0.5 98.8 862.00 43,650 0.3 99.4 892.10 100,280 0.7 98.1 849.00

1972 106,540 0.4 99.1 853.60 30,690 0.2 99.6 891.90 75,850 0.5 98.6 838.10

1971 79,150 0.3 99.4 846.80 21,340 0.1 99.7 883.30 57,810 0.4 99.0 833.40

1970 56,530 0.2 99.6 835.60 14,420 0.1 99.8 860.00 42,110 0.3 99.3 827.20

1969 39,230 0.1 99.7 817.30 8,860 0.1 99.9 855.70 30,370 0.2 99.6 806.10

1968 27,200 0.1 99.8 811.80 5,820 b 99.9 831.80 21,380 0.2 99.7 806.40

1967 18,400 0.1 99.9 789.10 3,810 b 100.0 839.30 14,590 0.1 99.8 776.00

1966 12,200 b 99.9 763.90 2,390 b 100.0 806.90 9,810 0.1 99.9 753.50

1965 7,690 b 99.9 764.90 1,500 b 100.0 823.90 6,190 b 99.9 750.70
5.B OASDI Current-Pay Benefits: Retired Workers

5.32 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2002 are based on a 10 percent sample. All other years are 100 percent data. 

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

Table 5.B5—Number, average age, and percentage distribution, by sex and age, December 1940–2002, 

selected years

Year

Number

(thousands) Average age

Percentage distribution

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85 or older

Men

1940 99 68.8 100.0 . . . 74.4 17.4 6.4 1.6 0.2

1945 447 71.7 100.0 . . . 39.9 40.2 15.1 4.0 0.7

1950 1,469 72.2 100.0 . . . 39.1 33.7 20.2 5.9 1.2

1955 3,252 72.7 100.0 . . . 35.7 34.8 20.0 7.6 1.9

1960 5,217 73.2 100.0 . . . 33.8 33.1 21.1 9.0 3.1

1965 6,825 72.9 100.0 6.9 29.7 29.5 19.9 9.9 4.1

1970 7,688 72.6 100.0 7.5 30.1 26.9 19.6 10.6 5.3

1975 9,163 72.3 100.0 9.3 32.2 25.6 17.1 10.1 5.7

1980 10,461 72.2 100.0 9.5 32.1 25.8 16.9 9.5 6.1

1985 11,817 72.3 100.0 10.9 30.2 25.9 17.3 9.6 6.1

1986 12,080 72.4 100.0 10.9 30.3 25.7 17.3 9.7 6.1

1987 12,295 72.4 100.0 10.9 30.2 25.5 17.4 9.9 6.1

1988 12,483 72.4 100.0 10.7 30.0 25.5 17.6 10.0 6.2

1989 12,718 72.5 100.0 10.5 30.1 25.2 17.8 10.1 6.3

1990 12,985 72.5 100.0 10.3 30.0 25.3 17.8 10.2 6.4

1991 13,227 72.6 100.0 10.2 29.5 25.7 17.9 10.3 6.4

1992 13,474 72.7 100.0 10.0 29.2 25.8 17.8 10.5 6.6

1993 13,649 72.8 100.0 9.9 28.9 25.9 17.9 10.7 6.8

1994 13,795 72.8 100.0 9.8 28.3 26.2 17.9 10.9 6.9

1995 13,915 72.9 100.0 9.5 28.0 26.1 18.3 11.1 7.0

1996 14,012 73.1 100.0 9.2 27.6 25.8 18.9 11.3 7.2

1997 14,126 73.2 100.0 9.0 27.2 25.8 19.2 11.4 7.4

1998 14,206 73.3 100.0 9.0 26.6 25.6 19.5 11.6 7.6

1999 14,329 73.3 100.0 9.1 26.4 25.2 19.8 11.7 7.8

2000 14,772 73.2 100.0 9.0 27.6 24.6 19.3 11.7 7.8

2001 14,930 73.3 100.0 8.9 27.6 24.3 19.1 12.1 7.9

2002 15,070 73.3 100.0 8.8 27.9 24.0 19.1 12.4 7.8

Women

1940 13 68.1 100.0 . . . 82.6 12.8 3.9 0.6 a

a. Less than 0.05 percent.

1945 71 70.8 100.0 . . . 47.1 40.0 10.2 2.3 0.3

1950 302 71.1 100.0 . . . 48.4 32.9 15.0 3.2 0.5

1955 1,222 71.3 100.0 . . . 47.8 32.3 14.6 4.4 0.8

1960 2,845 71.0 100.0 12.6 36.3 29.0 15.0 5.6 1.6

1965 4,276 71.8 100.0 12.2 31.6 28.1 17.6 7.7 2.8

1970 5,661 72.0 100.0 11.5 30.1 25.4 18.7 10.0 4.4

1975 7,424 72.2 100.0 11.8 30.4 24.2 16.9 10.6 6.1

1980 9,101 72.6 100.0 11.2 29.2 24.2 17.1 10.6 7.7

1985 10,615 73.3 100.0 11.0 26.9 23.9 17.9 11.4 8.8

1986 10,901 73.3 100.0 10.8 26.7 23.8 18.0 11.7 9.0

1987 11,145 73.4 100.0 10.7 26.4 23.6 18.1 11.9 9.3

1988 11,944 73.5 100.0 10.5 26.0 23.6 18.2 12.2 9.5

1989 11,608 73.6 100.0 10.2 26.1 23.1 18.4 12.4 9.8

1990 11,842 73.7 100.0 9.9 25.9 23.0 18.5 12.5 10.2

1991 12,048 73.9 100.0 9.5 25.4 23.2 18.6 12.7 10.5

1992 12,272 74.0 100.0 9.3 25.2 23.1 18.5 12.9 10.9

1993 12,447 74.1 100.0 9.0 24.9 23.0 18.6 13.1 11.3

1994 12,607 74.2 100.0 9.0 24.3 23.2 18.4 13.4 11.6

1995 12,757 74.3 100.0 8.8 24.0 23.2 18.5 13.5 11.9

1996 12,887 74.4 100.0 8.7 23.6 22.9 18.8 13.7 12.2

1997 13,155 74.5 100.0 8.6 23.2 23.0 19.0 13.8 12.5

1998 13,304 74.6 100.0 8.7 22.8 22.8 19.0 13.9 12.8

1999 13,453 74.6 100.0 8.8 22.8 22.3 19.3 13.8 13.0

2000 13,734 74.6 100.0 8.9 23.4 21.9 19.1 13.8 13.0

2001 13,912 74.6 100.0 8.9 23.6 21.6 18.8 13.9 13.1

2002 14,096 74.6 100.0 8.8 23.9 21.3 18.7 14.0 13.3
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2003 ♦ 5.33

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

NOTE: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance). 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by monthly 

benefit and sex, December 2002

Monthly benefit (dollars) and sex 

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent

All retired workers 29,203,660 100.0 8,313,920 100.0 20,889,740 100.0

Less than 400.00 2,070,520 7.1 403,870 4.9 1,666,650 8.0

400.00–449.90 845,790 2.9 104,520 1.3 741,270 3.5

450.00–499.90 1,205,140 4.1 183,940 2.2 1,021,200 4.9

500.00–549.90 1,525,200 5.2 239,970 2.9 1,285,230 6.2

550.00–599.90 1,409,400 4.8 276,660 3.3 1,132,740 5.4

600.00–649.90 1,295,210 4.4 302,020 3.6 993,190 4.8

650.00–699.90 1,217,630 4.2 314,800 3.8 902,830 4.3

700.00–749.90 1,173,370 4.0 295,700 3.6 877,670 4.2

750.00–799.90 1,203,290 4.1 301,110 3.6 902,180 4.3

800.00–849.90 1,248,960 4.3 293,150 3.5 955,810 4.6

850.00–899.90 1,349,520 4.6 308,640 3.7 1,040,880 5.0

900.00–949.90 1,465,840 5.0 312,420 3.8 1,153,420 5.5

950.00–999.90 1,543,090 5.3 320,850 3.9 1,222,240 5.9

1,000.00–1,049.90 1,625,850 5.6 339,720 4.1 1,286,130 6.2

1,050.00–1,099.90 1,681,790 5.8 334,070 4.0 1,347,720 6.5

1,100.00–1,149.90 1,399,150 4.8 337,830 4.1 1,061,320 5.1

1,150.00–1,199.90 1,231,860 4.2 351,960 4.2 879,900 4.2

1,200.00–1,249.90 1,078,720 3.7 376,450 4.5 702,270 3.4

1,250.00–1,299.90 957,850 3.3 395,710 4.8 562,140 2.7

1,300.00 or more 3,675,480 12.6 2,520,530 30.3 1,154,950 5.5

Average benefit (dollars) 895.00 1,059.20 829.70

Men 15,107,850 100.0 4,744,110 100.0 10,363,740 100.0

Less than 400.00 865,720 5.7 188,910 4.0 676,810 6.5

400.00–449.90 250,700 1.7 39,220 0.8 211,480 2.0

450.00–499.90 297,960 2.0 65,430 1.4 232,530 2.2

500.00–549.90 330,120 2.2 79,930 1.7 250,190 2.4

550.00–599.90 346,270 2.3 83,050 1.8 263,220 2.5

600.00–649.90 373,020 2.5 86,590 1.8 286,430 2.8

650.00–699.90 405,690 2.7 91,530 1.9 314,160 3.0

700.00–749.90 445,590 2.9 91,560 1.9 354,030 3.4

750.00–799.90 505,100 3.3 102,240 2.2 402,860 3.9

800.00–849.90 583,210 3.9 110,270 2.3 472,940 4.6

850.00–899.90 676,280 4.5 124,720 2.6 551,560 5.3

900.00–949.90 817,690 5.4 133,100 2.8 684,590 6.6

950.00–999.90 907,120 6.0 145,770 3.1 761,350 7.3

1,000.00–1,049.90 1,032,910 6.8 167,700 3.5 865,210 8.3

1,050.00–1,099.90 1,151,030 7.6 178,620 3.8 972,410 9.4

1,100.00–1,149.90 972,640 6.4 199,610 4.2 773,030 7.5

1,150.00–1,199.90 869,620 5.8 230,010 4.8 639,610 6.2

1,200.00–1,249.90 773,860 5.1 266,950 5.6 506,910 4.9

1,250.00–1,299.90 702,880 4.7 294,810 6.2 408,070 3.9

1,300.00 or more 2,800,440 18.5 2,064,090 43.5 736,350 7.1

Average benefit (dollars) 1,008.10 1,188.40 925.50

Women 14,095,810 100.0 3,569,810 100.0 10,526,000 100.0

Less than 400.00 1,204,800 8.5 214,960 6.0 989,840 9.4

400.00–449.90 595,090 4.2 65,300 1.8 529,790 5.0

450.00–499.90 907,180 6.4 118,510 3.3 788,670 7.5

500.00–549.90 1,195,080 8.5 160,040 4.5 1,035,040 9.8

550.00–599.90 1,063,130 7.5 193,610 5.4 869,520 8.3

600.00–649.90 922,190 6.5 215,430 6.0 706,760 6.7

650.00–699.90 811,940 5.8 223,270 6.3 588,670 5.6

700.00–749.90 727,780 5.2 204,140 5.7 523,640 5.0

750.00–799.90 698,190 5.0 198,870 5.6 499,320 4.7

800.00–849.90 665,750 4.7 182,880 5.1 482,870 4.6

850.00–899.90 673,240 4.8 183,920 5.2 489,320 4.6

900.00–949.90 648,150 4.6 179,320 5.0 468,830 4.5

950.00–999.90 635,970 4.5 175,080 4.9 460,890 4.4

1,000.00–1,049.90 592,940 4.2 172,020 4.8 420,920 4.0

1,050.00–1,099.90 530,760 3.8 155,450 4.4 375,310 3.6

1,100.00–1,149.90 426,510 3.0 138,220 3.9 288,290 2.7

1,150.00–1,199.90 362,240 2.6 121,950 3.4 240,290 2.3

1,200.00–1,249.90 304,860 2.2 109,500 3.1 195,360 1.9

1,250.00–1,299.90 254,970 1.8 100,900 2.8 154,070 1.5

1,300.00 or more 875,040 6.2 456,440 12.8 418,600 4.0

Average benefit (dollars) 773.90 887.40 735.40
5.B OASDI Current-Pay Benefits: Retired Workers

5.34 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by primary 

insurance amount and sex, December 2002

Primary insurance amount (dollars) and sex 

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent

All retired workers 29,203,660 100.0 8,313,920 100.0 20,889,740 100.0

Less than 400.00 3,322,440 11.4 681,580 8.2 2,640,860 12.6

400.00–449.90 730,290 2.5 154,930 1.9 575,360 2.8

450.00–499.90 1,187,260 4.1 273,260 3.3 914,000 4.4

500.00–549.90 1,299,560 4.4 298,910 3.6 1,000,650 4.8

550.00–599.90 1,257,260 4.3 293,790 3.5 963,470 4.6

600.00–649.90 1,221,730 4.2 290,280 3.5 931,450 4.5

650.00–699.90 1,162,800 4.0 291,550 3.5 871,250 4.2

700.00–749.90 1,120,470 3.8 285,670 3.4 834,800 4.0

750.00–799.90 1,082,090 3.7 292,980 3.5 789,110 3.8

800.00–849.90 1,028,560 3.5 288,590 3.5 739,970 3.5

850.00–899.90 1,051,150 3.6 306,470 3.7 744,680 3.6

900.00–949.90 1,014,900 3.5 296,440 3.6 718,460 3.4

950.00–999.90 1,012,640 3.5 297,120 3.6 715,520 3.4

1,000.00–1,049.90 1,045,250 3.6 312,810 3.8 732,440 3.5

1,050.00–1,099.90 1,046,370 3.6 305,860 3.7 740,510 3.5

1,100.00–1,149.90 1,109,990 3.8 313,600 3.8 796,390 3.8

1,150.00–1,199.90 1,235,490 4.2 345,740 4.2 889,750 4.3

1,200.00–1,249.90 1,246,150 4.3 385,320 4.6 860,830 4.1

1,250.00–1,299.90 1,343,040 4.6 430,070 5.2 912,970 4.4

1,300.00 or more 5,686,220 19.5 2,168,950 26.1 3,517,270 16.8

Average primary insurance amount (dollars) 905.60 986.90 873.30

Men 15,107,850 100.0 4,744,110 100.0 10,363,740 100.0

Less than 400.00 688,730 4.6 199,250 4.2 489,480 4.7

400.00–449.90 148,950 1.0 42,400 0.9 106,550 1.0

450.00–499.90 236,980 1.6 72,320 1.5 164,660 1.6

500.00–549.90 273,510 1.8 82,830 1.7 190,680 1.8

550.00–599.90 285,800 1.9 84,460 1.8 201,340 1.9

600.00–649.90 295,670 2.0 86,450 1.8 209,220 2.0

650.00–699.90 308,620 2.0 92,820 2.0 215,800 2.1

700.00–749.90 328,570 2.2 93,490 2.0 235,080 2.3

750.00–799.90 356,310 2.4 102,760 2.2 253,550 2.4

800.00–849.90 381,840 2.5 110,010 2.3 271,830 2.6

850.00–899.90 441,430 2.9 129,990 2.7 311,440 3.0

900.00–949.90 478,880 3.2 135,040 2.8 343,840 3.3

950.00–999.90 538,470 3.6 149,410 3.1 389,060 3.8

1,000.00–1,049.90 619,560 4.1 174,330 3.7 445,230 4.3

1,050.00–1,099.90 687,910 4.6 186,500 3.9 501,410 4.8

1,100.00–1,149.90 804,500 5.3 209,910 4.4 594,590 5.7

1,150.00–1,199.90 975,160 6.5 251,930 5.3 723,230 7.0

1,200.00–1,249.90 1,027,570 6.8 300,400 6.3 727,170 7.0

1,250.00–1,299.90 1,142,190 7.6 347,160 7.3 795,030 7.7

1,300.00 or more 5,087,200 33.7 1,892,650 39.9 3,194,550 30.8

Average primary insurance amount (dollars) 1,108.60 1,147.30 1,090.90

Women 14,095,810 100.0 3,569,810 100.0 10,526,000 100.0

Less than 400.00 2,633,710 18.7 482,330 13.5 2,151,380 20.4

400.00–449.90 581,340 4.1 112,530 3.2 468,810 4.5

450.00–499.90 950,280 6.7 200,940 5.6 749,340 7.1

500.00–549.90 1,026,050 7.3 216,080 6.1 809,970 7.7

550.00–599.90 971,460 6.9 209,330 5.9 762,130 7.2

600.00–649.90 926,060 6.6 203,830 5.7 722,230 6.9

650.00–699.90 854,180 6.1 198,730 5.6 655,450 6.2

700.00–749.90 791,900 5.6 192,180 5.4 599,720 5.7

750.00–799.90 725,780 5.1 190,220 5.3 535,560 5.1

800.00–849.90 646,720 4.6 178,580 5.0 468,140 4.4

850.00–899.90 609,720 4.3 176,480 4.9 433,240 4.1

900.00–949.90 536,020 3.8 161,400 4.5 374,620 3.6

950.00–999.90 474,170 3.4 147,710 4.1 326,460 3.1

1,000.00–1,049.90 425,690 3.0 138,480 3.9 287,210 2.7

1,050.00–1,099.90 358,460 2.5 119,360 3.3 239,100 2.3

1,100.00–1,149.90 305,490 2.2 103,690 2.9 201,800 1.9

1,150.00–1,199.90 260,330 1.8 93,810 2.6 166,520 1.6

1,200.00–1,249.90 218,580 1.6 84,920 2.4 133,660 1.3

1,250.00–1,299.90 200,850 1.4 82,910 2.3 117,940 1.1

1,300.00 or more 599,020 4.2 276,300 7.7 322,720 3.1

Average primary insurance amount (dollars) 688.10 773.80 659.00
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2003 ♦ 5.35

-

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

Table 5.B8—Number and average monthly benefit with and without reduction for early retirement, by sex, 

December 1956–2002, selected years 

Year

All retired workers Men Women

Total

Without

reduction

for early

retirement

With

reduction

for early

retirement

Early

retirees

as a

percentage

of total Subtotal

Without

reduction

for early

retirement

With

reduction

for early

retirement

Early

retirees

as a

percentage

of subtotal Subtotal

Without

reduction

for early

retirement

With

reduction

for early

retirement

Early

retirees

as a

percentage

of subtotal

Number

1956 5,112,430 4,997,401 115,029 2.2 3,572,271 3,572,271 . . . . . . 1,540,159 1,425,130 115,029 7.5

1960 8,061,469 7,112,265 949,204 11.8 5,216,668 5,216,668 . . . . . . 2,844,801 1,895,597 949,204 33.4

1965 11,100,584 7,581,386 3,519,198 31.7 6,825,078 5,389,166 1,435,912 21.0 4,275,506 2,192,220 2,083,286 48.7

1970 13,349,175 7,282,295 6,066,880 45.4 7,688,460 4,930,400 2,758,060 35.9 5,660,715 2,351,895 3,308,820 58.5

1980 19,562,085 7,397,198 12,164,887 62.2 10,460,735 4,586,539 5,874,196 54.8 9,101,350 2,810,659 6,290,691 69.1

1985 22,431,930 7,720,959 14,710,971 65.6 11,816,956 4,655,477 7,161,479 60.6 10,614,974 3,065,482 7,549,492 71.1

1990 24,838,100 7,840,239 16,997,861 68.4 12,983,832 4,592,911 8,390,921 64.6 11,854,268 3,247,328 8,606,940 72.6

1995 26,672,806 7,941,363 18,731,443 70.2 13,913,531 4,559,535 9,353,996 67.2 12,759,275 3,381,828 9,377,447 73.5

1996 26,898,072 7,784,078 19,113,994 71.1 14,010,875 4,478,565 9,532,310 68.0 12,887,197 3,305,513 9,581,684 74.4

1997 27,274,572 7,673,286 19,601,286 71.9 14,116,818 4,371,503 9,745,315 69.0 13,157,754 3,301,783 9,855,971 74.9

1998 27,510,535 7,699,664 19,810,871 72.0 14,200,826 4,371,895 9,828,931 69.2 13,309,709 3,327,769 9,981,940 75.0

1999 27,774,677 7,739,557 20,035,120 72.1 14,321,468 4,385,921 9,935,547 69.4 13,453,209 3,353,636 10,099,573 75.1

2000 28,498,945 8,179,425 20,319,520 71.3 14,767,170 4,690,652 10,076,518 68.2 13,731,775 3,488,773 10,243,002 74.6

2001 28,836,774 8,262,843 20,573,931 71.3 14,930,081 4,719,500 10,210,581 68.4 13,906,693 3,543,340 10,363,350 74.5

2002 29,190,137 8,306,422 20,883,715 71.5 15,100,473 4,736,285 10,364,188 68.8 14,089,664 3,570,137 10,519,527 74.7

Average monthly benefit (dollars)

1956 63.10 63.40 48.20 . . . 68.20 68.20 . . . . . . 51.20 51.40 48.20 . . .

1960 74.00 76.50 55.80 . . . 81.90 81.90 . . . . . . 59.70 61.60 55.80 . . .

1965 83.90 90.10 70.60 . . . 92.60 96.10 79.40 . . . 70.10 75.40 64.50 . . .

1970 118.10 130.20 103.60 . . . 130.50 139.10 115.30 . . . 101.20 111.70 93.80 . . .

1980 341.40 391.80 310.70 . . . 380.20 419.60 349.50 . . . 296.80 346.50 274.60 . . .

1985 478.60 581.20 424.80 . . . 538.40 627.50 480.50 . . . 412.10 511.00 372.00 . . .

1990 602.60 742.80 537.90 . . . 679.30 803.60 611.20 . . . 518.60 656.80 466.40 . . .

1995 719.80 885.60 649.50 . . . 810.20 963.70 735.40 . . . 621.20 780.40 563.80 . . .

1996 745.00 908.70 678.30 . . . 838.10 997.80 763.10 . . . 643.70 788.00 593.90 . . .

1997 765.00 915.90 705.90 . . . 860.50 1,025.10 786.60 . . . 662.50 771.30 626.10 . . .

1998 779.70 932.50 720.30 . . . 876.90 1,044.50 802.40 . . . 675.90 785.40 639.50 . . .

1999 804.30 959.20 744.40 . . . 904.60 1,075.30 829.30 . . . 697.50 807.50 661.00 . . .

2000 844.50 1,008.40 778.50 . . . 951.10 1,131.10 867.20 . . . 729.90 843.40 691.20 . . .

2001 874.40 1,038.70 808.50 . . . 984.60 1,166.00 900.70 . . . 756.20 869.20 717.60 . . .

2002 895.00 1,058.90 829.80 . . . 1,007.80 1,188.50 925.20 . . . 774.10 886.90 735.80 . . .
5.B OASDI Current-Pay Benefits: Retired Workers

5.36 ♦ Annual Statistical Supplement, 2003

Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age, December 2002

Monthly benefit (dollars)

Total,

 62 or older 62–64 65–69 70–74 75–79 80–84 85–89 90 or older

All retired workers

Total

Number (thousands) 29,204 2,579 7,568 6,614 5,525 3,838 2,070 1,010

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 7.1 9.0 7.3 7.2 6.8 6.8 5.6 6.4

400.00–449.90 2.9 3.6 2.8 2.9 3.1 2.9 2.2 2.3

450.00–499.90 4.1 5.0 3.8 4.4 4.7 3.9 2.7 3.0

500.00–549.90 5.2 6.5 5.7 6.0 4.9 4.2 3.1 3.4

550.00–599.90 4.8 7.1 5.6 4.8 4.2 4.0 3.1 3.5

600.00–649.90 4.4 6.3 4.7 4.5 4.1 3.8 3.2 3.8

650.00–699.90 4.2 4.7 4.6 4.3 3.9 3.7 3.4 4.0

700.00–749.90 4.0 4.1 4.3 4.1 3.8 3.9 3.6 4.6

750.00–799.90 4.1 3.7 4.1 4.0 3.9 4.3 4.4 6.0

800.00–849.90 4.3 3.6 3.9 4.0 4.2 5.0 5.0 7.4

850.00–899.90 4.6 3.5 3.9 4.2 4.6 6.1 5.8 8.1

900.00–949.90 5.0 3.4 3.9 4.4 5.2 8.2 5.9 7.1

950.00–999.90 5.3 3.4 3.9 4.7 6.7 7.6 5.8 6.5

1,000.00–1,049.90 5.6 3.3 4.2 6.0 7.8 5.5 5.8 6.3

1,050.00–1,099.90 5.8 3.3 5.5 7.3 6.4 4.7 5.6 4.9

1,100.00–1,149.90 4.8 3.4 5.7 5.5 4.1 4.2 4.2 3.9

1,150.00–1,199.90 4.2 5.8 4.9 3.7 3.6 4.3 3.7 2.9

1,200.00–1,249.90 3.7 6.3 3.8 3.0 3.4 4.0 3.3 2.3

1,250.00–1,299.90 3.3 5.6 3.1 2.9 3.3 3.1 3.1 2.1

1,300.00 or more 12.6 8.5 14.4 12.4 11.4 9.9 20.6 11.4

Average benefit (dollars) 895.00 831.10 894.30 889.00 893.50 893.90 994.80 912.00

Men

Total

Number (thousands) 15,108 1,333 4,198 3,611 2,886 1,869 872 340

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 5.7 6.8 5.8 5.7 5.3 6.0 5.1 5.7

400.00–449.90 1.7 1.8 1.5 1.6 1.7 1.8 1.7 2.0

450.00–499.90 2.0 2.4 1.8 1.9 2.1 2.0 1.9 2.4

500.00–549.90 2.2 2.3 2.1 2.2 2.3 2.4 1.9 2.7

550.00–599.90 2.3 2.4 2.2 2.3 2.3 2.4 2.1 2.7

600.00–649.90 2.5 2.5 2.3 2.5 2.5 2.7 2.2 2.8

650.00–699.90 2.7 2.7 2.6 2.7 2.7 2.9 2.5 3.2

700.00–749.90 3.0 2.9 2.8 3.0 2.9 3.3 2.7 3.5

750.00–799.90 3.3 3.2 3.1 3.4 3.3 3.9 3.3 4.8

800.00–849.90 3.9 3.3 3.4 3.8 3.8 4.8 4.0 6.7

850.00–899.90 4.5 3.6 3.8 4.3 4.6 6.5 4.6 6.8

900.00–949.90 5.4 3.8 4.1 4.8 5.5 10.6 5.4 6.3

950.00–999.90 6.0 4.1 4.4 5.4 8.0 9.4 5.3 5.9

1,000.00–1,049.90 6.8 4.3 5.1 7.7 10.5 5.9 5.5 6.4

1,050.00–1,099.90 7.6 4.5 7.4 10.2 8.5 5.0 6.1 5.6

1,100.00–1,149.90 6.4 4.9 8.2 7.6 5.0 4.7 4.4 4.8

1,150.00–1,199.90 5.8 9.0 7.2 4.9 4.3 5.4 4.1 3.8

1,200.00–1,249.90 5.1 10.5 5.5 3.9 4.3 5.2 3.8 3.1

1,250.00–1,299.90 4.7 9.8 4.5 3.9 4.4 3.9 3.8 3.4

1,300.00 or more 18.5 15.4 22.3 18.2 16.2 11.4 29.8 17.6

Average benefit (dollars) 1,008.10 990.40 1,030.60 1,007.50 993.90 954.50 1,094.30 999.80

(Continued)
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2003 ♦ 5.37

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Women

Total

Number (thousands) 14,096 1,246 3,369 3,004 2,639 1,969 1,198 670

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 8.6 11.4 9.2 8.9 8.4 7.6 5.9 6.8

400.00–449.90 4.2 5.6 4.4 4.5 4.5 3.9 2.5 2.4

450.00–499.90 6.4 7.8 6.4 7.3 7.7 5.6 3.3 3.3

500.00–549.90 8.5 10.9 10.2 10.5 7.8 6.0 4.0 3.8

550.00–599.90 7.5 12.1 9.8 7.9 6.4 5.5 3.8 3.9

600.00–649.90 6.5 10.3 7.7 6.8 5.9 4.9 4.0 4.3

650.00–699.90 5.8 6.9 7.1 6.1 5.2 4.5 4.1 4.5

700.00–749.90 5.2 5.3 6.0 5.3 4.8 4.5 4.2 5.1

750.00–799.90 5.0 4.4 5.4 4.8 4.6 4.7 5.1 6.6

800.00–849.90 4.7 3.8 4.4 4.2 4.5 5.1 5.8 7.8

850.00–899.90 4.8 3.4 4.0 4.1 4.7 5.6 6.6 8.8

900.00–949.90 4.6 2.9 3.7 4.0 4.9 5.9 6.3 7.5

950.00–999.90 4.5 2.7 3.3 3.9 5.2 6.0 6.2 6.8

1,000.00–1,049.90 4.2 2.3 3.1 3.9 4.8 5.1 6.0 6.3

1,050.00–1,099.90 3.8 2.0 3.1 3.8 4.0 4.5 5.2 4.6

1,100.00–1,149.90 3.0 1.8 2.6 2.9 3.2 3.7 4.1 3.5

1,150.00–1,199.90 2.6 2.3 2.1 2.2 2.8 3.4 3.4 2.5

1,200.00–1,249.90 2.2 1.8 1.6 1.9 2.5 2.9 2.9 1.9

1,250.00–1,299.90 1.8 1.2 1.4 1.7 2.1 2.3 2.6 1.5

1,300.00 or more 6.2 1.2 4.5 5.3 6.2 8.4 13.9 8.3

Average benefit (dollars) 773.90 660.70 724.30 746.60 783.60 836.50 922.40 867.60

Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age, December 2002—Continued

Monthly benefit (dollars)

Total,

 62 or older 62–64 65–69 70–74 75–79 80–84 85–89 90 or older
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

5.38 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance). 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.C1—Number and percentage distribution, by primary insurance amount and type of benefit,

December 2002

Primary insurance amount (dollars)

Retired workers Wives and husbands Children

Number Percent Number Percent Number Percent

Total 29,203,660 100.0 2,681,090 100.0 477,380 100.0

Less than 300.00 1,779,790 6.1 72,370 2.7 12,900 2.7

300.00–349.90 911,680 3.1 30,310 1.1 6,280 1.3

350.00–399.90 630,970 2.2 23,850 0.9 6,130 1.3

400.00–449.90 730,290 2.5 27,580 1.0 6,060 1.3

450.00–499.90 1,187,260 4.1 45,300 1.7 10,650 2.2

500.00–549.90 1,299,560 4.4 49,290 1.8 14,820 3.1

550.00–599.90 1,257,260 4.3 50,600 1.9 15,370 3.2

600.00–649.90 1,221,730 4.2 50,240 1.9 15,210 3.2

650.00–699.90 1,162,800 4.0 50,760 1.9 16,250 3.4

700.00–749.90 1,120,470 3.8 55,540 2.1 16,720 3.5

750.00–799.90 1,082,090 3.7 57,960 2.2 17,380 3.6

800.00–849.90 1,028,560 3.5 61,250 2.3 17,770 3.7

850.00–899.90 1,051,150 3.6 70,350 2.6 19,040 4.0

900.00–949.90 1,014,900 3.5 76,390 2.8 19,110 4.0

950.00–999.90 1,012,640 3.5 84,190 3.1 18,810 3.9

1,000.00–1,049.90 1,045,250 3.6 97,030 3.6 19,520 4.1

1,050.00–1,099.90 1,046,370 3.6 107,450 4.0 19,660 4.1

1,100.00–1,149.90 1,109,990 3.8 133,580 5.0 21,450 4.5

1,150.00–1,199.90 1,235,490 4.2 177,060 6.6 22,610 4.7

1,200.00–1,249.90 1,246,150 4.3 194,270 7.2 22,520 4.7

1,250.00–1,299.90 1,343,040 4.6 223,180 8.3 24,410 5.1

1,300.00–1,349.90 1,489,160 5.1 258,890 9.7 29,040 6.1

1,350.00–1,399.90 1,151,420 3.9 205,590 7.7 23,930 5.0

1,400.00–1,449.90 879,750 3.0 148,900 5.6 19,310 4.0

1,450.00–1,499.90 651,730 2.2 103,890 3.9 16,780 3.5

1,500.00 or more 1,514,160 5.2 225,270 8.4 45,650 9.6

Average primary insurance amount (dollars) 905.60 1,116.00 1,031.10
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

Annual Statistical Supplement, 2003 ♦ 5.39

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.C2—Average monthly benefit, by type of benefit and sex, December 1940–2002, selected years (in dollars) 

Year

Retired workers Wives

Husbands

Children

All Men Women All

Entitled

solely

because

of age a

a. Aged 62 or older. Includes wives aged 65 or older with children.

Entitled

because of

children b

b. Under age 65 with entitled children in their care.

All

Under

age18

 Disabled

adult

children Students

1940 22.60 23.17 18.37 12.13 12.13 . . . . . . 12.22 12.22 . . . . . .

1945 24.19 24.94 19.51 12.82 12.82 . . . . . . 12.45 12.45 . . . . . .

1946 24.55 25.30 19.64 12.99 12.99 . . . . . . 12.57 12.57 . . . . . .

1947 24.90 25.68 19.91 13.17 13.17 . . . . . . 12.77 12.77 . . . . . .

1948 25.35 26.21 20.11 13.42 13.42 . . . . . . 12.99 12.99 . . . . . .

1949 26.00 26.92 20.58 13.76 13.76 . . . . . . 13.18 13.18 . . . . . .

1950 43.86 45.67 35.05 23.60 23.79 12.85 20.01 17.05 17.05 . . . . . .

1951 42.14 44.44 33.03 22.75 23.16 14.33 19.49 13.37 13.37 . . . . . .

1952 49.25 52.16 39.17 26.01 26.48 16.33 22.31 14.67 14.67 . . . . . .

1953 51.10 54.46 40.66 27.08 27.53 17.97 23.10 15.79 15.79 . . . . . .

1954 59.14 63.34 47.05 31.81 32.36 21.11 26.61 18.53 18.53 . . . . . .

1955 61.90 66.40 49.93 33.12 33.63 22.96 27.27 20.01 20.01 . . . . . .

1956 63.09 68.23 51.16 33.76 34.22 23.64 27.90 20.63 20.63 . . . . . .

1957 64.58 70.47 52.23 34.41 34.89 24.21 29.39 21.89 20.90 31.55 . . .

1958 66.35 72.74 53.55 35.11 35.59 25.12 30.45 22.99 21.66 32.00 . . .

1959 72.78 80.11 58.81 38.24 38.68 29.39 33.85 27.34 25.61 35.08 . . .

1960 74.04 81.87 59.67 38.74 39.19 30.15 34.72 28.25 26.38 35.70 . . .

1961 75.65 83.13 62.00 39.47 40.09 29.45 36.61 27.52 25.56 36.22 . . .

1962 76.19 83.79 62.61 39.64 40.35 29.55 37.05 27.39 25.44 36.35 . . .

1963 76.88 84.69 63.42 39.95 40.66 29.94 37.64 27.85 25.76 36.84 . . .

1964 77.57 85.58 64.28 40.24 40.95 30.16 38.18 28.13 25.86 37.34 . . .

1965 83.92 92.59 70.07 43.64 44.41 32.60 41.69 31.98 28.27 40.64 46.75

1966 84.35 93.26 70.79 43.82 44.60 32.64 42.21 32.72 28.18 41.03 45.05

1967 85.37 94.49 71.92 44.25 45.01 32.92 42.79 33.10 28.34 41.49 45.07

1968 98.86 109.08 84.24 51.22 52.13 37.66 49.29 38.12 32.44 47.79 51.08

1969 100.40 110.96 85.71 51.89 52.81 38.00 49.90 38.63 32.79 48.46 51.33

1970 118.10 130.53 101.22 61.20 62.41 43.23 58.47 44.85 37.72 56.79 59.46

1971 132.17 146.13 113.60 68.36 69.82 47.07 65.25 49.36 41.08 62.57 65.93

1972 162.35 179.44 140.11 84.11 86.07 56.10 79.97 59.90 49.44 75.91 80.13

1973 166.40 182.60 145.80 84.80 86.80 56.80 80.80 61.10 50.30 77.00 82.70

1974 188.20 206.56 165.47 95.77 98.08 64.24 90.90 69.63 57.10 86.61 94.21

1975 207.18 227.75 181.80 105.21 107.74 70.72 99.07 77.42 63.13 94.75 103.88

1976 224.86 247.70 197.08 114.15 116.82 77.29 106.68 85.64 69.55 102.81 113.92

1977 243.00 268.40 212.60 123.30 126.20 84.20 100.90 94.90 76.90 112.30 124.60

1978 263.20 291.60 229.70 133.10 136.00 91.70 106.00 104.70 85.10 121.70 138.40

1979 294.30 326.80 256.50 148.80 151.90 102.90 116.00 119.20 97.00 137.10 157.20

1980 341.40 380.20 296.80 172.50 176.00 120.40 132.10 140.00 114.30 159.80 184.00

1981 386.00 431.10 334.50 195.40 199.20 138.20 145.90 161.40 131.10 182.20 210.60

1982 419.30 469.60 362.20 213.60 216.90 148.80 156.00 165.00 145.90 198.40 179.70

1983 440.80 495.00 379.60 226.50 229.50 151.30 160.90 175.80 163.20 210.10 153.50

1984 460.60 517.80 396.50 237.20 240.30 156.70 165.80 185.50 170.60 220.80 149.90

1985 478.60 538.40 412.10 247.20 250.30 161.90 169.50 197.60 177.40 230.80 232.30

1986 488.50 549.80 420.50 252.70 255.70 165.10 170.40 203.80 182.50 236.80 241.20

1987 512.70 577.50 441.20 265.40 268.40 174.00 175.90 215.90 192.70 249.90 252.60

1988 536.80 604.90 462.00 278.00 281.00 182.40 181.50 227.70 201.60 263.30 265.40

1989 566.90 638.90 487.90 293.80 296.80 194.00 189.10 242.40 213.80 279.30 283.70

1990 602.60 679.30 518.60 312.30 315.40 208.10 198.20 259.40 228.50 298.30 300.90

1991 629.30 709.30 541.60 326.10 329.20 219.40 203.30 272.70 240.60 312.90 306.70

1992 652.60 735.50 561.80 337.90 341.00 229.30 208.20 285.20 252.30 326.00 322.20

1993 674.10 759.30 580.70 348.80 351.80 238.70 212.10 296.80 263.10 338.00 333.40

1994 697.30 785.20 610.30 360.50 363.60 248.60 216.40 309.30 275.00 351.10 349.60

1995 719.80 810.20 621.20 371.90 375.00 256.70 220.80 321.50 286.70 363.80 360.30

1996 745.00 838.10 643.70 385.10 387.70 277.30 225.70 337.10 303.00 378.40 374.70

1997 765.00 860.50 662.50 394.70 397.20 286.40 228.80 349.00 314.90 389.80 388.40

1998 779.70 876.90 675.90 401.70 404.00 294.90 230.50 358.40 324.30 399.00 398.00

1999 804.30 904.60 697.50 413.00 415.30 307.50 234.50 372.40 338.90 413.00 417.30

2000 844.50 951.10 729.90 431.30 433.50 328.90 242.70 394.80 363.40 433.70 444.40

2001 874.40 984.60 756.20 445.10 447.20 345.30 250.30 412.60 382.20 451.00 462.60

2002 895.00 1,007.80 774.10 453.90 456.00 358.00 256.10 426.40 397.10 463.90 477.00
5.D OASDI Current-Pay Benefits: Disabled Workers

5.40 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.D1—Number, percentage, and average monthly benefit, by year of entitlement as disabled worker and sex, 

December 2002

Year of 

entitlement

All disabled workers Men Women

Number

Percentage

distribution

Cumulative

percentage a

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

Total 5,535,860 100.0 . . . 834.10 3,069,140 100.0 . . . 935.00 2,466,720 100.0 . . . 708.60

2000–2002 1,293,280 23.4 . . . 919.00 703,360 22.9 . . . 1,043.60 589,920 23.9 . . . 770.30

1995–1999 1,939,640 35.0 . . . 831.60 1,010,930 32.9 . . . 948.00 928,710 37.6 . . . 704.90

1990–1994 1,281,230 23.1 . . . 787.30 705,400 23.0 . . . 884.80 575,830 23.3 . . . 667.80

1985–1989 529,110 9.6 . . . 769.60 317,950 10.4 . . . 845.30 211,160 8.6 . . . 655.60

1980–1984 247,720 4.5 . . . 740.30 163,550 5.3 . . . 791.90 84,170 3.4 . . . 640.00

1975–1979 153,340 2.8 . . . 942.10 103,580 3.4 . . . 991.30 49,760 2.0 . . . 839.80

1970–1974 73,070 1.3 . . . 818.60 50,600 1.6 . . . 844.20 22,470 0.9 . . . 760.80

1965–1969 17,740 0.3 . . . 685.50 13,180 0.4 . . . 692.20 4,560 0.2 . . . 666.20

Before 1965 730 b

b. Less than 0.05 percent.

. . . 673.70 590 b . . . 670.60 140 b . . . 686.90

2002 290,730 5.3 5.3 965.10 166,040 5.4 5.4 1,094.40 124,690 5.1 5.1 792.90

2001 484,210 8.7 14.0 918.90 264,420 8.6 14.0 1,039.40 219,790 8.9 14.0 774.00

2000 518,340 9.4 23.4 893.20 272,900 8.9 22.9 1,016.80 245,440 10.0 23.9 755.60

1999 478,860 8.7 32.0 859.60 247,630 8.1 31.0 980.30 231,230 9.4 33.3 730.20

1998 417,140 7.5 39.5 834.10 216,440 7.1 38.0 952.50 200,700 8.1 41.4 706.50

1997 373,180 6.7 46.3 819.90 194,450 6.3 44.4 933.10 178,730 7.2 48.7 696.60

1996 349,250 6.3 52.6 815.20 184,070 6.0 50.4 931.40 165,180 6.7 55.4 685.70

1995 321,210 5.8 58.4 818.20 168,340 5.5 55.9 930.20 152,870 6.2 61.6 694.80

1994 304,310 5.5 63.9 812.50 160,410 5.2 61.1 925.80 143,900 5.8 67.4 686.10

1993 276,690 5.0 68.9 789.10 149,590 4.9 66.0 895.20 127,100 5.2 72.6 664.30

1992 263,240 4.8 73.6 777.00 146,170 4.8 70.7 869.90 117,070 4.7 77.3 661.00

1991 241,540 4.4 78.0 770.90 136,590 4.5 75.2 857.60 104,950 4.3 81.6 658.00

1990 195,450 3.5 81.5 779.40 112,640 3.7 78.8 864.70 82,810 3.4 84.9 663.40

1989 144,900 2.6 84.2 781.10 84,600 2.8 81.6 862.40 60,300 2.4 87.4 667.10

1988 116,220 2.1 86.3 784.50 68,760 2.2 83.8 867.70 47,460 1.9 89.3 664.00

1987 97,910 1.8 88.0 777.80 59,020 1.9 85.8 855.50 38,890 1.6 90.9 659.70

1986 89,780 1.6 89.7 755.10 55,200 1.8 87.6 826.00 34,580 1.4 92.3 642.00

1985 80,300 1.5 91.1 733.10 50,370 1.6 89.2 794.70 29,930 1.2 93.5 629.50

1984 69,950 1.3 92.4 719.60 45,040 1.5 90.7 774.40 24,910 1.0 94.5 620.60

1983 56,150 1.0 93.4 723.30 37,280 1.2 91.9 772.30 18,870 0.8 95.2 626.70

1982 45,730 0.8 94.2 727.50 30,500 1.0 92.9 776.40 15,230 0.6 95.9 629.70

1981 37,750 0.7 94.9 757.10 25,260 0.8 93.7 808.00 12,490 0.5 96.4 654.10

1980 38,140 0.7 95.6 801.70 25,470 0.8 94.5 854.10 12,670 0.5 96.9 696.20

1979 34,670 0.6 96.2 922.60 23,320 0.8 95.3 976.60 11,350 0.5 97.3 811.50

1978 31,590 0.6 96.8 998.00 21,110 0.7 96.0 1,047.10 10,480 0.4 97.8 899.00

1977 29,890 0.5 97.3 975.80 19,960 0.7 96.6 1,032.60 9,930 0.4 98.2 861.80

1976 30,450 0.6 97.9 929.80 20,880 0.7 97.3 978.20 9,570 0.4 98.6 824.40

1975 26,740 0.5 98.3 877.90 18,310 0.6 97.9 915.60 8,430 0.3 98.9 796.10

1974 22,410 0.4 98.8 857.30 15,380 0.5 98.4 889.10 7,030 0.3 99.2 787.60

1973 18,500 0.3 99.1 816.50 12,420 0.4 98.8 847.50 6,080 0.2 99.4 753.10

1972 12,540 0.2 99.3 811.80 8,810 0.3 99.1 840.00 3,730 0.2 99.6 745.30

1971 11,130 0.2 99.5 800.60 7,910 0.3 99.4 816.90 3,220 0.1 99.7 760.50

1970 8,490 0.2 99.7 754.50 6,080 0.2 99.6 765.60 2,410 0.1 99.8 726.60

1969 6,570 0.1 99.8 701.70 4,850 0.2 99.7 704.30 1,720 0.1 99.9 694.70

1968 8,190 0.1 99.9 659.80 6,060 0.2 99.9 667.30 2,130 0.1 100.0 638.30

1967 1,580 b 100.0 738.90 1,270 b 99.9 754.90 310 b 100.0 673.10

1966 870 b 100.0 717.80 640 b 100.0 733.50 230 b 100.0 673.90

1965 530 b 100.0 671.10 360 b 100.0 655.00 170 b 100.0 705.30
5.D OASDI Current-Pay Benefits: Disabled Workers

Annual Statistical Supplement, 2003 ♦ 5.41

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.D2—Number and percentage distribution, by monthly benefit and sex, December 2002

Monthly benefit (dollars) 

Total Men Women

Number Percent Number Percent Number Percent

All disabled workers 5,535,860 100.0 3,069,140 100.0 2,466,720 100.0

Less than 300.00 221,810 4.0 75,160 2.4 146,650 5.9

300.00–349.90 109,440 2.0 37,970 1.2 71,470 2.9

350.00–399.90 115,630 2.1 40,330 1.3 75,300 3.1

400.00–449.90 135,840 2.5 50,680 1.7 85,160 3.5

450.00–499.90 265,250 4.8 96,420 3.1 168,830 6.8

500.00–549.90 354,030 6.4 133,810 4.4 220,220 8.9

550.00–599.90 372,220 6.7 152,220 5.0 220,000 8.9

600.00–649.90 364,290 6.6 160,100 5.2 204,190 8.3

650.00–699.90 346,740 6.3 160,210 5.2 186,530 7.6

700.00–749.90 324,240 5.9 161,750 5.3 162,490 6.6

750.00–799.90 300,370 5.4 157,070 5.1 143,300 5.8

800.00–849.90 277,390 5.0 152,170 5.0 125,220 5.1

850.00–899.90 254,310 4.6 148,150 4.8 106,160 4.3

900.00–949.90 230,920 4.2 139,670 4.6 91,250 3.7

950.00–999.90 213,640 3.9 135,930 4.4 77,710 3.2

1,000.00–1,049.90 197,030 3.6 130,190 4.2 66,840 2.7

1,050.00–1,099.90 174,280 3.1 119,720 3.9 54,560 2.2

1,100.00–1,149.90 155,060 2.8 110,200 3.6 44,860 1.8

1,150.00–1,199.90 142,540 2.6 105,430 3.4 37,110 1.5

1,200.00–1,249.90 136,960 2.5 104,110 3.4 32,850 1.3

1,250.00–1,299.90 138,310 2.5 108,410 3.5 29,900 1.2

1,300.00–1,349.90 150,720 2.7 120,680 3.9 30,040 1.2

1,350.00–1,399.90 126,420 2.3 103,720 3.4 22,700 0.9

1,400.00–1,449.90 113,190 2.0 94,260 3.1 18,930 0.8

1,450.00–1,499.90 98,060 1.8 82,100 2.7 15,960 0.6

1,500.00 or more 217,170 3.9 188,680 6.1 28,490 1.2

Average benefit (dollars) 834.10 935.00 708.60

Table 5.D3—Number and total monthly benefits, by sex, December 1957–2002, selected years 

Year

All disabled workers Men Women

Number

Total monthly benefits

(thousands of dollars) Number

Total monthly benefits

(thousands of dollars) Number

Total monthly benefits

(thousands of dollars)

1957 149,850 10,904 121,172 8,903 28,678 2,001

1958 237,719 19,516 189,883 16,138 47,836 3,378

1959 334,443 29,765 264,201 24,417 70,242 5,348

1960 455,371 40,668 356,277 33,034 99,094 7,633

1965 988,074 96,599 734,047 74,946 254,027 21,656

1970 1,492,948 196,010 1,068,986 148,194 423,962 47,819

1975 2,488,774 562,180 1,710,923 418,013 777,851 144,167

1980 2,858,680 1,059,792 1,928,030 784,266 930,650 275,525

1985 2,656,638 1,285,375 1,784,750 953,156 871,888 332,219

1986 2,728,463 1,331,144 1,826,835 985,003 901,628 346,141

1987 2,785,859 1,415,811 1,857,172 1,044,647 928,687 371,165

1988 2,830,284 1,498,637 1,876,878 1,101,675 953,406 396,962

1989 2,895,364 1,609,780 1,906,379 1,176,403 988,985 433,376

1990 3,011,294 1,768,313 1,967,408 1,283,579 1,043,886 484,735

1991 3,194,938 1,946,823 2,067,777 1,401,006 1,127,161 545,817

1992 3,467,783 2,171,080 2,219,789 1,546,924 1,247,994 624,156

1993 3,725,966 2,390,829 2,357,332 1,685,025 1,368,634 705,804

1994 3,962,954 2,620,982 2,473,061 1,824,195 1,489,893 796,787

1995 4,185,263 2,853,365 2,568,359 1,956,168 1,616,904 897,197

1996 4,385,623 3,087,223 2,644,454 2,083,123 1,741,169 1,004,100

1997 4,508,134 3,252,919 2,666,486 2,158,017 1,841,648 1,094,902

1998 4,698,319 3,444,259 2,737,296 2,252,129 1,961,023 1,192,130

1999 4,879,455 3,679,691 2,801,163 2,371,141 2,078,292 1,308,550

2000 5,042,334 3,965,304 2,856,411 2,521,252 2,185,923 1,444,052

2001 5,274,183 4,295,600 2,951,833 2,697,162 2,322,350 1,598,438

2002 5,543,981 4,625,445 3,070,001 2,872,308 2,473,980 1,753,137
5.D OASDI Current-Pay Benefits: Disabled Workers

5.42 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2002 are based on a 10 percent sample. All other years are 100 percent data.

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.D4—Number, average age, and percentage distribution, by sex and age, December 1957–2002,

selected years

Year

Number

(thousands)

Average

 age

Percentage distribution

Total,

all ages Under 30 30–39 40–44 45–49 50–54 55–59 60–64

Men

1957 121 59.4 100.0 . . . . . . . . . . . . 18.5 29.9 51.6

1958 190 59.5 100.0 . . . . . . . . . . . . 18.2 29.7 52.1

1959 264 59.3 100.0 . . . . . . . . . . . . 19.0 30.7 50.3

1960 356 57.3 100.0 0.5 3.3 3.0 4.9 16.6 26.7 44.9

1965 734 54.4 100.0 1.0 7.5 7.6 10.4 15.4 24.7 33.3

1970 1,069 53.9 100.0 3.3 6.8 6.9 10.9 15.2 23.2 33.7

1975 1,711 53.5 100.0 4.6 7.5 6.2 9.7 15.8 23.2 33.0

1980 1,928 52.9 100.0 4.1 9.6 6.0 8.9 14.3 24.0 33.1

1985 1,785 51.9 100.0 4.6 12.3 7.3 8.6 12.9 21.4 32.9

1986 1,827 51.4 100.0 4.9 13.3 7.9 8.9 12.7 20.7 31.5

1987 1,857 51.1 100.0 4.8 13.8 8.5 9.4 12.5 20.1 30.8

1988 1,869 50.9 100.0 4.7 14.3 9.0 9.8 12.7 19.6 29.9

1989 1,906 50.7 100.0 4.5 14.7 9.6 10.3 12.7 19.4 28.8

1990 1,965 50.4 100.0 4.5 15.2 10.3 10.7 12.7 19.1 27.5

1991 2,066 50.1 100.0 4.5 15.6 10.7 11.2 13.0 18.6 26.4

1992 2,221 49.9 100.0 4.6 16.0 11.0 12.0 13.4 18.0 25.0

1993 2,358 49.6 100.0 4.6 16.2 11.2 12.3 13.9 17.9 23.9

1994 2,476 49.6 100.0 4.3 16.1 11.4 12.8 14.2 17.8 23.4

1995 2,573 49.7 100.0 4.0 15.5 11.5 13.4 14.5 18.0 23.2

1996 2,650 49.9 100.0 3.6 14.8 11.6 13.7 15.0 18.3 22.9

1997 2,671 50.2 100.0 3.3 13.9 11.6 13.6 15.7 18.9 23.0

1998 2,741 50.5 100.0 3.1 13.3 11.6 13.7 16.1 19.4 22.9

1999 2,802 50.6 100.0 2.9 12.6 11.6 13.8 16.7 19.7 22.9

2000 2,857 50.7 100.0 2.8 11.8 11.5 13.9 17.3 20.0 22.8

2001 2,952 50.9 100.0 2.9 11.2 11.1 14.0 17.4 20.5 23.0

2002 3,069 51.0 100.0 3.1 10.5 10.7 14.0 17.2 21.1 23.3

Women

1957 29 57.9 100.0 . . . . . . . . . . . . 25.6 39.2 35.2

1958 48 58.2 100.0 . . . . . . . . . . . . 23.8 37.5 38.6

1959 70 58.4 100.0 . . . . . . . . . . . . 23.4 36.8 39.7

1960 99 56.7 100.0 0.3 3.2 3.2 5.3 19.4 31.4 37.2

1965 254 55.2 100.0 0.6 5.4 6.3 9.8 16.2 27.3 34.3

1970 424 55.0 100.0 1.9 5.1 5.6 10.1 15.9 26.0 35.3

1975 778 54.4 100.0 3.3 6.1 5.3 9.0 16.3 25.5 34.5

1980 931 53.7 100.0 3.4 8.2 5.3 8.2 14.4 25.4 35.0

1982 858 53.9 100.0 3.3 8.5 5.1 7.2 13.7 25.2 37.0

1983 838 53.6 100.0 3.5 9.3 5.7 7.5 12.9 24.3 36.8

1984 849 53.2 100.0 3.7 10.2 6.3 7.8 12.8 23.2 36.0

1985 872 52.6 100.0 3.8 11.2 6.9 8.3 12.9 22.3 34.6

1986 902 52.0 100.0 4.1 12.1 7.6 8.8 12.9 21.6 32.9

1987 929 51.7 100.0 4.2 12.7 8.2 9.4 12.9 20.9 31.7

1988 952 51.4 100.0 4.0 13.1 8.7 9.9 13.2 20.6 30.5

1989 989 51.1 100.0 4.0 13.5 9.2 10.6 13.4 20.1 29.2

1990 1,046 50.8 100.0 3.9 14.0 9.8 11.1 13.4 19.9 27.9

1991 1,133 50.5 100.0 4.0 14.3 10.3 11.6 13.8 19.4 26.5

1992 1,252 50.1 100.0 4.3 14.6 10.7 12.2 14.3 18.8 25.0

1993 1,371 49.9 100.0 4.3 14.9 11.0 12.6 14.8 18.9 23.5

1994 1,491 49.9 100.0 4.1 14.8 11.2 13.1 15.3 18.7 22.8

1995 1,614 49.9 100.0 3.8 14.5 11.5 13.6 15.7 18.8 22.2

1996 1,736 50.0 100.0 3.4 14.1 11.6 13.9 16.2 19.0 21.7

1997 1,835 50.2 100.0 3.1 13.3 11.6 14.0 16.8 19.6 21.5

1998 1,956 50.5 100.0 3.0 12.8 11.5 14.2 17.0 20.0 21.6

1999 2,071 50.5 100.0 2.8 12.1 11.5 14.3 17.5 20.4 21.5

2000 2,179 50.7 100.0 2.7 11.5 11.3 14.5 17.9 20.7 21.5

2001 2,313 50.8 100.0 2.7 11.1 11.1 14.4 18.0 21.1 21.6

2002 2,467 50.9 100.0 2.7 10.6 10.8 14.4 17.8 21.5 22.1
5.D OASDI Current-Pay Benefits: Disabled Workers

Annual Statistical Supplement, 2003 ♦ 5.43

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Linda Martin (410) 965-2535.

Table 5.D4.1—Number and percentage distribution of disabled beneficiaries, by diagnostic group and type of 

beneficiary, December 2002

Diagnostic group All disabled beneficiaries Disabled workers Disabled widow(er)s Disabled adult children

Number

Total 6,491,494 5,539,597 207,365 744,532

Congenital anomalies 16,606 9,226 267 7,113

Endocrine, nutritional, and metabolic diseases 259,335 237,020 19,634 2,681

Infectious and parasitic diseases a

a. AIDS/HIV records are counted in the infectious and parasitic diseases group. Before 1990, those records were included in the Other group.

107,013 102,589 1,695 2,729

Injuries 262,822 248,544 5,171 9,107

Mental disorders

Retardation 620,423 286,210 9,679 324,534

Other 1,701,328 1,558,928 45,274 97,126

Neoplasms 156,080 150,138 4,262 1,680

Diseases of the––

Blood and blood-forming organs 15,916 13,708 354 1,854

Circulatory system 584,316 558,736 22,348 3,232

Digestive system 83,152 80,396 2,227 529

Genitourinary system 97,239 93,645 1,837 1,757

Musculoskeletal system and connective tissue 1,385,191 1,324,762 55,677 4,752

Nervous system and sense organs 612,180 533,774 14,527 63,879

Respiratory system 188,897 176,941 11,054 902

Skin and subcutaneous tissue 14,188 13,429 510 249

Other 10,715 9,447 214 1,054

Unknown b

b. The diagnosis for disabled children typically was not recorded on the Master Beneficiary Record (MBR) until 1984. Many beneficiaries entitled before that date are still on 

the rolls today.

 376,093 142,104 12,635 221,354

Percent

Total 100.0 100.0 100.0 100.0

Congenital anomalies 0.3 0.2 0.1 1.0

Endocrine, nutritional, and metabolic diseases 4.0 4.3 9.5 0.4

Infectious and parasitic diseases a 1.6 1.9 0.8 0.4

Injuries 4.0 4.5 2.5 1.2

Mental disorders

Retardation 9.6 5.2 4.7 43.6

Other 26.2 28.1 21.8 13.0

Neoplasms 2.4 2.7 2.1 0.2

Diseases of the––

Blood and blood-forming organs 0.2 0.2 0.2 0.2

Circulatory system 9.0 10.1 10.8 0.4

Digestive system 1.3 1.5 1.1 0.1

Genitourinary system 1.5 1.7 0.9 0.2

Musculoskeletal system and connective tissue 21.3 23.9 26.8 0.6

Nervous system and sense organs 9.4 9.6 7.0 8.6

Respiratory system 2.9 3.2 5.3 0.1

Skin and subcutaneous tissue 0.2 0.2 0.2 c

c. Less than 0.05 percent.

Other 0.2 0.2 0.1 0.1

Unknown b 5.8 2.6 6.1 29.7
5.D OASDI Current-Pay Benefits: Disabled Workers

5.44 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Linda Martin (410) 965-2535.

Table 5.D5—Number and percentage distribution, by diagnostic group, and sex, December 2002

Diagnostic group

Number Percent

Total Men Women Total Men Women

All disabled workers 5,539,597 3,067,251 2,472,346 100.0 100.0 100.0

Congenital anomalies 9,226 4,837 4,389 0.2 0.2 0.2

Endocrine, nutritional, and metabolic diseases 237,020 98,936 138,084 4.3 3.2 5.6

Infectious and parasitic diseases a

a. AIDS/HIV records are counted in the Infectious and parasitic diseases group. Before 1990, those records were included in the Other group.

102,589 77,584 25,005 1.9 2.5 1.0

Injuries 248,544 177,071 71,473 4.5 5.8 2.9

Mental disorders

Retardation 286,210 188,430 97,780 5.2 6.1 4.0

Other 1,558,928 816,141 742,787 28.1 26.6 30.0

Neoplasms 150,138 73,149 76,989 2.7 2.4 3.1

Diseases of the––

Blood and blood-forming organs 13,708 6,416 7,292 0.2 0.2 0.3

Circulatory system 558,736 379,306 179,430 10.1 12.4 7.3

Digestive system 80,396 43,823 36,573 1.5 1.4 1.5

Genitourinary system 93,645 56,726 36,919 1.7 1.8 1.5

Musculoskeletal system and connective tissue 1,324,762 696,529 628,233 23.9 22.7 25.4

Nervous system and sense organs 533,774 271,690 262,084 9.6 8.9 10.6

Respiratory system 176,941 90,828 86,113 3.2 3.0 3.5

Skin and subcutaneous tissue 13,429 5,536 7,893 0.2 0.2 0.3

Other 9,447 4,808 4,639 0.2 0.2 0.2

Unknown 142,104 75,441 66,663 2.6 2.5 2.7
5.D OASDI Current-Pay Benefits: Disabled Workers

Annual Statistical Supplement, 2003 ♦ 5.45

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Linda Martin (410) 965-2535.

Table 5.D6—Number and percentage distribution, by sex, diagnostic group, and age, December 2002

Diagnostic group All ages Under 30 30–39 40–44 45–49 50–54 55–59 60–64

All disabled workers

Total

Number 5,539,597 167,182 584,363 597,861 783,590 968,489 1,179,445 1,258,667

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 0.2 0.7 0.3 0.2 0.1 0.1 0.1 0.1

Endocrine, nutritional, and metabolic diseases 4.3 1.7 2.7 3.3 3.9 4.7 5.1 4.9

Infectious and parasitic diseases a

a. AIDS/HIV records are counted in the Infectious and parasitic diseases group. Before 1990, those records were included in the Other group.

1.9 1.1 3.7 3.5 2.5 1.7 1.1 0.7

Injuries 4.5 6.3 5.9 5.4 4.6 4.1 3.9 3.9

Mental disorders

Retardation 5.2 19.5 11.3 7.6 5.9 4.2 2.7 1.8

Other 28.1 43.0 40.5 38.3 35.4 30.4 22.2 14.9

Neoplasms 2.7 2.4 1.9 2.1 2.4 2.7 3.1 3.3

Diseases of the––

Blood and blood-forming organs 0.2 1.0 0.5 0.3 0.2 0.2 0.2 0.1

Circulatory system 10.1 1.8 2.7 3.9 5.8 9.0 13.5 17.8

Digestive system 1.5 1.0 1.3 1.6 1.9 1.7 1.3 1.2

Genitourinary system 1.7 2.7 2.5 2.0 1.9 1.8 1.4 1.1

Musculoskeletal system and connective tissue 23.9 4.2 11.7 17.7 20.3 23.7 29.1 32.7

Nervous system and sense organs 9.6 11.7 11.6 10.4 10.1 9.8 9.0 8.3

Respiratory system 3.2 0.7 0.9 1.3 1.8 2.6 4.3 5.8

Skin and subcutaneous tissue 0.2 0.2 0.3 0.3 0.3 0.3 0.2 0.2

Other 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1

Unknown 2.6 1.7 1.9 2.2 2.6 2.7 2.7 2.9

Men

Subtotal

Number 3,067,251 94,975 321,240 331,233 430,073 529,700 647,716 712,314

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 0.2 0.7 0.3 0.2 0.1 0.1 0.1 0.1

Endocrine, nutritional, and metabolic diseases 3.2 1.2 2.2 2.6 3.1 3.5 3.8 3.6

Infectious and parasitic diseases a 2.5 1.3 5.4 5.2 3.7 2.3 1.2 0.8

Injuries 5.8 8.2 8.0 7.2 6.2 5.4 4.9 4.6

Mental disorders

Retardation 6.1 20.4 13.0 9.1 7.2 5.2 3.4 2.3

Other 26.6 43.7 39.0 36.3 33.5 29.6 20.9 13.1

Neoplasms 2.4 2.3 1.6 1.6 1.9 2.3 2.7 3.1

Diseases of the––

Blood and blood-forming organs 0.2 0.8 0.4 0.3 0.2 0.2 0.1 0.1

Circulatory system 12.4 1.8 2.8 4.4 6.7 10.9 16.9 22.3

Digestive system 1.4 0.7 1.0 1.5 2.0 1.9 1.3 1.2

Genitourinary system 1.8 2.6 2.7 2.2 2.2 2.0 1.6 1.2

Musculoskeletal system and connective tissue 22.7 2.9 10.6 17.2 20.1 22.6 27.6 30.6

Nervous system and sense organs 8.9 11.1 10.3 9.1 9.0 8.9 8.4 8.1

Respiratory system 3.0 0.4 0.6 1.0 1.4 2.3 4.0 5.8

Skin and subcutaneous tissue 0.2 0.1 0.2 0.2 0.2 0.2 0.2 0.2

Other 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1

Unknown 2.5 1.6 1.6 1.9 2.4 2.6 2.6 3.0

Women

Subtotal

Number 2,472,346 72,207 263,123 266,628 353,517 438,789 531,729 546,353

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 0.2 0.8 0.4 0.2 0.1 0.1 0.1 0.1

Endocrine, nutritional, and metabolic diseases 5.6 2.3 3.4 4.1 5.0 6.2 6.7 6.5

Infectious and parasitic diseases a 1.0 0.9 1.6 1.4 1.1 1.1 0.8 0.7

Injuries 2.9 3.8 3.4 3.2 2.8 2.6 2.6 3.0

Mental disorders

Retardation 4.0 18.4 9.2 5.6 4.4 3.0 1.9 1.3

Other 30.0 42.1 42.4 40.7 37.7 31.4 23.7 17.4

Neoplasms 3.1 2.5 2.3 2.6 2.9 3.2 3.5 3.6

Diseases of the––

Blood and blood-forming organs 0.3 1.3 0.5 0.3 0.3 0.2 0.2 0.2

Circulatory system 7.3 1.9 2.6 3.4 4.7 6.7 9.4 12.1

Digestive system 1.5 1.4 1.6 1.7 1.8 1.6 1.3 1.2

Genitourinary system 1.5 2.8 2.3 1.8 1.6 1.5 1.2 1.0

Musculoskeletal system and connective tissue 25.4 5.9 13.0 18.2 20.6 25.1 31.0 35.4

Nervous system and sense organs 10.6 12.6 13.2 11.9 11.4 10.9 9.7 8.5

Respiratory system 3.5 1.0 1.3 1.7 2.2 3.1 4.6 5.8

Skin and subcutaneous tissue 0.3 0.3 0.4 0.4 0.4 0.3 0.3 0.3

Other 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1

Unknown 2.7 1.8 2.2 2.5 2.8 2.9 2.8 2.9
5.E OASDI Current-Pay Benefits: Disabled Workers and Dependents

5.46 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.E1—Number and percentage distribution, by primary insurance amount and type of benefit, 

December 2002

Primary insurance amount (dollars)

Disabled workers Spouses Children

Number Percent Number Percent Number Percent

Total 5,535,860 100.0 151,260 100.0 1,533,090 100.0

Less than 300.00 208,190 3.8 60 a

a. Less than 0.05 percent.

520 a

300.00–349.90 112,670 2.0 200 0.1 1,600 0.1

350.00-399.90 112,070 2.0 90 0.1 970 0.1

400.00–449.90 131,580 2.4 220 0.1 2,060 0.1

450.00–499.90 265,870 4.8 1,790 1.2 31,630 2.1

500.00–549.90 356,080 6.4 4,970 3.3 94,100 6.1

550.00–599.90 369,960 6.7 6,810 4.5 122,690 8.0

600.00–649.90 360,610 6.5 8,030 5.3 126,740 8.3

650.00–699.90 343,100 6.2 8,300 5.5 123,520 8.1

700.00–749.90 322,160 5.8 8,460 5.6 116,190 7.6

750.00–799.90 296,840 5.4 8,010 5.3 105,280 6.9

800.00–849.90 275,950 5.0 8,360 5.5 98,900 6.5

850.00–899.90 255,520 4.6 7,520 5.0 91,010 5.9

900.00–949.90 230,880 4.2 7,160 4.7 79,650 5.2

950.00–999.90 214,740 3.9 7,030 4.6 70,690 4.6

1,000.00–1,049.90 197,520 3.6 6,780 4.5 63,300 4.1

1,050.00–1,099.90 176,060 3.2 6,040 4.0 54,580 3.6

1,100.00–1,149.90 157,370 2.8 5,340 3.5 46,380 3.0

1,150.00–1,199.90 145,200 2.6 5,520 3.6 40,860 2.7

1,200.00–1,249.90 138,240 2.5 5,870 3.9 36,360 2.4

1,250.00–1,299.90 142,300 2.6 5,970 3.9 36,320 2.4

1,300.00–1,349.90 153,230 2.8 7,240 4.8 38,270 2.5

1,350.00–1,399.90 129,250 2.3 6,440 4.3 33,250 2.2

1,400.00–1,449.90 115,770 2.1 6,760 4.5 29,970 2.0

1,450.00–1,499.90 101,390 1.8 5,830 3.9 24,990 1.6

1,500.00 or more 223,310 4.0 12,460 8.2 63,260 4.1

Average primary insurance amount (dollars) 839.50 1,024.60 888.40

Table 5.E2—Average monthly benefit, by type of benefit, sex, and age, December 1957–2002, selected years

 (in dollars)

Year

Disabled workers Spouses Children

All Men Women Wives Husbands All

Under

age 18

Disabled

 adult children Students

1957 72.80 73.50 69.80 . . . . . . . . . . . . . . . . . .

1958 82.10 85.00 70.60 34.00 33.90 27.30 27.30 38.50 . . .

1959 89.00 92.40 76.10 36.10 34.70 31.00 30.80 39.40 . . .

1960 89.30 92.70 77.00 34.40 34.70 30.20 30.00 39.00 . . .

1965 97.80 102.10 85.30 35.00 32.60 31.60 30.90 41.60 49.30

1970 131.30 138.60 112.80 42.60 42.40 38.60 36.90 53.30 54.10

1975 225.90 244.30 185.30 67.40 61.70 62.00 58.60 84.10 86.90

1980 370.70 406.80 296.10 110.60 91.80 110.30 104.60 136.00 152.40

1985 483.80 534.10 381.00 132.70 102.70 141.80 138.90 183.80 196.90

1990 587.20 652.40 464.40 151.30 96.90 163.80 158.80 231.40 250.00

1991 609.40 677.50 484.20 154.60 101.70 167.90 162.70 240.90 253.20

1992 626.10 696.90 500.10 156.40 106.00 170.20 165.10 246.80 262.00

1993 641.70 714.80 515.70 157.50 108.60 173.10 167.70 253.30 265.90

1994 661.40 731.60 534.80 161.00 112.60 177.70 172.20 261.50 273.80

1995 681.80 761.60 554.90 165.00 116.60 183.50 177.90 270.10 284.10

1996 703.90 787.70 576.70 172.60 124.50 193.50 187.70 281.70 295.00

1997 721.60 809.30 594.50 178.00 129.10 201.20 195.20 292.20 306.30

1998 733.10 822.80 607.90 183.00 136.50 207.50 201.40 300.20 313.10

1999 754.10 846.50 629.60 190.20 145.40 216.10 209.50 310.70 319.80

2000 786.40 882.70 660.60 199.50 155.90 227.60 220.80 325.60 336.00

2001 814.50 913.70 688.30 208.20 164.50 237.90 230.70 339.90 343.50

2002 834.30 935.60 708.60 213.70 168.50 245.00 237.40 349.10 350.10
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 5.47

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F1—Number of wives and husbands and total monthly benefits, by type of benefit, December 1950–2002, 

selected years 

Year

Total

Wives entitled

solely because of age a

a. Aged 62 or older. Includes wives aged 65 or older with children.

Wives entitled because of children b

b. Under age 65 with entitled children in their care.

Subtotal Husbands

With at least

1 child under age 16 c

c. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least 14 and who 

were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier.

With at least

1 disabled child d

d. Excludes wives with both disabled and nondisabled children in their care.

Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

 of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars)

Wives and husbands of retired workers

1950 508,350 11,995 498,688 11,865 8,865 114 8,865 114 . . . . . . 797 16

1955 1,191,963 39,416 1,124,616 37,826 57,284 1,315 57,284 1,315 . . . . . . 10,063 274

1960 2,269,384 87,867 2,143,949 84,018 110,909 3,344 101,774 3,010 9,135 334 14,526 504

1965 2,613,550 114,035 2,433,602 108,069 168,951 5,508 154,829 4,947 14,122 561 10,997 458

1970 2,668,105 163,263 2,491,724 155,510 167,968 7,261 154,919 6,542 13,049 719 8,413 492

1975 2,867,388 301,623 2,664,132 287,043 195,993 13,861 178,909 12,391 17,084 1,470 7,263 720

1980 3,015,549 518,500 2,789,472 490,818 186,894 22,508 167,793 19,708 19,101 2,800 39,183 5,174

1985 3,069,067 755,844 2,926,300 732,464 107,166 17,347 84,074 12,762 23,092 4,585 35,601 6,033

1986 3,086,091 776,870 2,948,854 754,026 102,549 16,933 79,471 12,304 23,078 4,629 34,688 5,911

1987 3,089,968 817,058 2,959,301 794,258 96,928 16,865 74,141 12,078 22,787 4,788 33,739 5,935

1988 3,086,022 854,644 2,959,856 831,659 93,577 17,071 71,585 12,266 21,992 4,805 32,589 5,914

1989 3,093,075 905,281 2,971,440 881,836 89,839 17,431 68,857 12,571 20,982 4,859 31,796 6,014

1990 3,101,085 964,983 2,982,034 940,514 87,925 18,300 67,785 13,322 20,140 4,977 31,126 6,169

1991 3,104,235 1,008,672 2,986,975 983,434 86,682 19,020 66,992 13,897 19,690 5,122 30,578 6,218

1992 3,111,515 1,047,553 2,995,629 1,021,616 85,680 19,648 66,618 14,468 19,062 5,180 30,206 6,289

1993 3,094,447 1,075,073 2,980,671 1,048,712 83,751 19,993 65,225 14,782 18,526 5,211 30,025 6,368

1994 3,066,430 1,101,203 2,954,950 1,074,452 81,644 20,296 63,575 15,033 18,069 5,263 29,836 6,455

1995 3,026,012 1,120,924 2,917,764 1,094,203 78,507 20,155 61,132 14,932 17,375 5,223 29,741 6,567

1996 2,970,226 1,139,092 2,872,316 1,113,470 68,310 18,942 52,384 13,874 15,926 5,068 29,600 6,680

1997 2,922,170 1,148,558 2,828,261 1,123,381 64,123 18,363 49,372 13,540 14,751 4,823 29,786 6,814

1998 2,864,230 1,145,353 2,773,583 1,120,553 60,634 17,883 46,649 13,205 13,985 4,678 30,013 6,917

1999 2,811,008 1,155,479 2,722,244 1,130,413 58,229 17,905 45,002 13,333 13,227 4,572 30,535 7,161

2000 2,798,203 1,200,835 2,707,444 1,173,771 58,416 19,212 45,680 14,547 12,736 4,665 32,343 7,851

2001 2,741,962 1,213,842 2,652,289 1,186,078 55,995 19,335 44,009 14,732 11,986 4,603 33,678 8,429

2002 2,681,153 1,210,108 2,591,336 1,181,531 54,683 19,579 43,212 15,022 11,471 4,557 35,143 8,998

Wives and husbands of disabled workers

1958 12,231 415 4,845 192 7,370 223 7,345 222 25 1 16 1

1960 76,599 2,636 21,845 841 54,543 1,788 53,549 1,746 994 42 211 7

1965 193,362 6,761 29,352 1,109 163,500 5,635 160,922 5,512 2,578 123 510 17

1970 283,447 12,060 41,582 2,063 241,341 9,975 235,892 9,667 5,449 307 524 22

1975 452,922 30,536 64,883 5,263 387,474 25,239 380,763 24,633 6,711 606 565 35

1980 461,878 51,028 77,276 9,672 382,457 41,159 374,147 40,018 8,310 1,142 2,145 197

1985 305,532 40,507 79,294 12,693 224,704 27,656 215,012 26,055 9,692 1,602 1,534 158

1986 300,826 39,481 78,925 12,766 220,426 26,566 210,515 24,952 9,911 1,614 1,475 149

1987 290,888 39,195 73,484 12,808 211,222 25,854 201,280 24,194 9,942 1,661 6,182 532

1988 280,821 38,878 70,654 12,924 203,788 25,402 194,068 23,746 9,720 1,656 6,379 552

1989 271,488 39,148 67,154 12,974 197,946 25,590 188,562 23,916 9,384 1,674 6,388 584

1990 265,890 39,869 63,584 13,018 195,818 26,222 186,641 24,506 9,177 1,716 6,488 629

1991 266,219 40,792 60,866 13,020 198,457 27,071 189,401 25,321 9,056 1,750 6,896 701

1992 270,674 41,951 59,536 13,196 203,703 27,967 194,459 26,152 9,244 1,815 7,435 788

1993 272,759 42,570 58,052 13,241 206,975 28,490 197,589 26,616 9,386 1,874 7,732 839

1994 271,054 43,263 56,343 13,367 206,854 29,011 197,492 27,094 9,362 1,917 7,857 885

1995 263,539 43,105 53,882 13,300 201,827 28,892 192,573 26,962 9,254 1,929 7,830 913

1996 223,854 38,366 51,779 13,251 166,586 24,432 158,106 22,597 8,480 1,834 5,489 683

1997 206,959 36,585 51,265 13,251 150,647 22,683 142,717 20,928 7,930 1,755 5,047 651

1998 189,843 34,530 50,759 13,197 134,584 20,718 127,083 19,032 7,501 1,686 4,500 614

1999 176,299 33,336 50,165 13,314 121,906 19,407 114,842 17,781 7,064 1,626 4,228 615

2000 165,123 32,763 49,171 13,488 111,933 18,649 105,248 17,044 6,685 1,605 4,019 626

2001 156,899 32,491 48,597 13,794 104,271 18,034 97,942 16,460 6,329 1,574 4,031 663

2002 151,614 32,209 48,402 13,970 99,075 17,542 93,034 16,008 6,041 1,533 4,137 697
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.48 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F3—Percentage distribution of wives with entitlement based on age, by monthly benefit and age, 

December 2002

Monthly benefit (dollars)

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85 or older

Total

Number 2,642,810 306,150 715,980 689,060 528,860 288,030 114,730

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 150.00 5.6 10.4 6.3 4.7 4.4 3.9 3.5

150.00–174.90 1.5 2.0 1.6 1.5 1.3 1.5 1.8

175.00–199.90 2.0 2.8 2.1 1.9 1.7 1.7 1.5

200.00–224.90 2.2 2.7 2.3 2.0 2.0 2.0 1.7

225.00–249.90 2.4 2.8 2.4 2.3 2.4 2.3 2.2

250.00–274.90 2.5 2.8 2.6 2.4 2.4 2.4 2.6

275.00–299.90 2.6 2.9 2.7 2.6 2.5 2.7 2.5

300.00–324.90 2.9 3.1 2.9 2.9 2.8 2.8 2.9

325.00–349.90 3.2 3.4 3.2 3.2 3.2 3.2 3.3

350.00–374.90 3.6 3.5 3.5 3.5 3.6 3.8 4.8

375.00–399.90 4.1 3.9 3.6 4.0 4.2 4.6 5.7

400.00–424.90 4.8 4.2 4.2 4.6 5.5 5.9 5.8

425.00–449.90 6.5 4.4 4.6 6.0 9.3 9.3 6.0

450.00–474.90 7.4 4.9 5.3 7.7 11.4 8.5 5.3

475.00–499.90 8.8 7.4 8.1 11.5 9.0 6.9 5.4

500.00–524.90 8.6 8.2 10.3 10.6 6.0 6.4 5.0

525.00–549.90 6.1 8.1 8.4 5.5 3.9 4.7 4.3

550.00–574.90 4.5 6.9 5.2 3.5 3.4 4.2 4.5

575.00–599.90 3.6 5.8 3.2 2.9 3.2 4.1 4.2

600.00–624.90 3.1 4.1 2.5 2.7 3.0 4.2 4.0

625.00–649.90 2.8 2.2 2.5 2.5 3.2 3.6 3.5

650.00–674.90 2.5 1.2 2.5 2.5 2.9 2.8 3.9

675.00–699.90 2.1 0.8 2.2 2.1 2.6 1.8 2.5

700.00–724.90 1.7 0.5 1.9 1.9 1.9 1.1 2.2

725.00–749.90 1.3 0.3 1.6 1.7 1.1 0.9 1.5

750.00–774.90 1.1 0.2 1.6 1.3 0.8 0.7 1.3

775.00–799.90 1.1 0.1 1.8 1.2 0.6 0.6 1.0

800.00 or more 1.6 0.1 1.0 1.0 1.6 3.4 7.3

Average benefit (dollars) 453.20 410.90 454.30 456.40 455.10 465.60 499.10
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 5.49

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F4—Number of children and total monthly benefits, by type of benefit, December 1940–2002,

selected years

Year

Number of children of––

Total monthly benefits for children of––

(thousands of dollars)

All

workers

Retired

workers

Deceased

 workers

Disabled

workers

All

workers

Retired

workers

Deceased

 workers

Disabled

workers

Total 

1957 1,502,077 179,697 1,322,380 . . . 57,951 3,932 54,019 . . .

1960 2,000,451 268,168 1,576,802 155,481 93,276 7,576 81,003 4,697

1965 3,092,659 460,781 2,074,263 557,615 159,428 14,736 127,067 17,627

1970 4,122,305 545,708 2,687,997 888,600 279,845 24,473 221,041 34,330

1980 4,606,517 638,711 2,609,920 1,357,886 864,242 89,386 625,090 149,766

1990 3,187,010 422,200 1,776,013 988,797 991,628 109,497 720,206 161,926

1995 3,734,097 441,600 1,883,643 1,408,854 1,283,288 141,974 882,837 258,477

1996 3,802,791 442,567 1,897,667 1,462,557 1,356,685 149,177 924,491 283,017

1997 3,771,774 441,121 1,892,707 1,437,946 1,389,552 153,949 946,325 289,278

1998 3,768,928 438,726 1,883,794 1,446,408 1,417,362 157,230 959,939 300,194

1999 3,794,795 442,016 1,884,803 1,467,976 1,473,988 164,755 991,963 317,270

2000 3,802,863 458,951 1,878,007 1,465,905 1,547,808 181,177 1,033,055 333,575

2001 3,839,381 467,064 1,890,156 1,482,161 1,624,285 192,727 1,078,886 352,672

2002 3,910,256 476,684 1,907,899 1,525,673 1,692,471 203,265 1,115,415 373,791

Children under age 18

1940 54,648 6,410 48,238 . . . 668 62 606 . . .

1950 699,703 46,241 653,462 . . . 19,366 788 18,578 . . .

1960 1,896,397 214,343 1,529,535 152,519 88,682 5,654 78,446 4,582

1965 2,688,592 339,507 1,816,888 532,197 135,432 9,598 109,392 16,442

1970 3,314,578 354,373 2,161,094 799,111 215,366 13,367 172,499 29,500

1980 3,423,081 354,797 1,883,438 1,184,846 607,574 40,548 443,097 123,930

1990 2,497,252 236,051 1,333,690 927,511 739,787 53,944 538,546 147,296

1995 2,956,482 241,756 1,386,111 1,328,615 943,028 69,312 637,326 236,390

1996 3,010,100 241,911 1,391,095 1,377,094 997,075 73,297 665,269 258,509

1997 2,969,909 240,031 1,376,186 1,353,692 1,014,245 75,573 674,451 264,221

1998 2,962,704 238,455 1,363,444 1,360,805 1,031,690 77,334 680,264 274,092

1999 2,970,039 240,899 1,353,918 1,375,222 1,066,979 81,648 697,212 288,119

2000 2,976,406 255,908 1,346,091 1,374,407 1,120,977 92,987 724,567 303,423

2001 2,993,852 262,509 1,345,986 1,385,357 1,172,169 100,320 752,216 319,633

2002 3,043,029 270,231 1,350,533 1,422,265 1,218,610 107,298 773,661 337,652

Disabled adult children

1957 28,869 16,686 12,183 . . . 1,115 526 589 . . .

1960 104,054 53,825 47,267 2,962 4,594 1,922 2,557 115

1965 198,390 87,122 102,287 8,981 10,271 3,541 6,357 374

1970 270,557 101,341 154,921 14,295 19,807 5,755 13,290 761

1980 450,169 140,548 276,738 32,883 89,561 22,463 62,625 4,473

1990 600,480 173,941 389,385 37,154 217,201 51,879 156,725 8,597

1995 686,101 188,965 446,377 50,759 300,007 68,743 217,553 13,711

1996 696,787 189,788 454,367 52,632 316,579 71,808 229,947 14,824

1997 704,709 189,780 461,974 52,955 330,258 73,984 240,802 15,472

1998 712,772 189,637 468,705 54,430 341,731 75,663 249,726 16,342

1999 720,526 189,815 474,804 55,907 357,099 78,391 261,339 17,369

2000 728,689 191,584 480,351 56,754 377,647 83,098 276,072 18,478

2001 736,546 191,809 486,817 57,920 395,952 86,510 289,757 19,684

2002 744,529 192,085 492,985 59,459 409,813 89,114 299,946 20,754

Students

1965 205,677 34,152 155,088 16,437 13,725 1,597 11,318 811

1970 537,170 89,994 371,982 75,194 44,672 5,351 35,252 4,069

1980 733,267 143,366 449,744 140,157 167,107 26,375 119,368 21,363

1990 89,278 12,208 52,938 24,132 34,641 3,673 24,935 6,033

1995 91,514 10,879 51,155 29,480 40,253 3,919 27,958 8,376

1996 95,904 10,868 52,205 32,831 43,032 4,072 29,276 9,684

1997 97,156 11,310 54,547 31,299 45,049 4,393 31,071 9,585

1998 93,452 10,634 51,645 31,173 43,941 4,233 29,949 9,759

1999 104,230 11,302 56,081 36,847 49,910 4,716 33,412 11,782

2000 97,768 11,459 51,565 34,744 49,184 5,092 32,417 11,674

2001 108,983 12,746 57,353 38,884 56,164 5,897 36,912 13,356

2002 122,698 14,368 64,381 43,949 64,048 6,854 41,808 15,386
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.50 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F6—Average monthly benefit for survivors, by type of benefit, December 1940–2002, selected years

(in dollars)

Year

Widowed

mothers

and

fathers

Nondisabled

Parents

Children Disabled

Widows Widowers Total

Under

age 18

Disabled

adult

children Students Widows Widowers

1940 19.61 20.28 . . . 13.09 12.22 12.22 . . . . . . . . . . . .

1941 19.50 20.22 . . . 12.97 12.19 12.19 . . . . . . . . . . . .

1942 19.57 20.15 . . . 13.05 12.24 12.24 . . . . . . . . . . . .

1943 19.72 20.15 . . . 13.11 12.31 12.31 . . . . . . . . . . . .

1944 19.80 20.17 . . . 13.08 12.38 12.38 . . . . . . . . . . . .

1945 19.83 20.19 . . . 13.06 12.45 12.45 . . . . . . . . . . . .

1950 34.24 36.54 37.23 36.69 28.43 28.43 . . . . . . . . . . . .

1951 33.24 36.04 30.03 36.68 28.05 28.05 . . . . . . . . . . . .

1952 36.13 40.67 33.09 41.33 31.30 31.30 . . . . . . . . . . . .

1953 37.49 40.88 34.08 41.96 32.28 32.28 . . . . . . . . . . . .

1954 44.52 46.28 39.27 47.44 37.01 37.01 . . . . . . . . . . . .

1955 45.91 48.70 46.51 49.93 38.12 38.12 . . . . . . . . . . . .

1956 47.35 50.14 47.11 50.78 39.36 39.36 . . . . . . . . . . . .

1957 49.05 51.09 47.77 51.87 40.85 40.78 48.38 . . . . . . . . .

1958 50.53 51.91 48.84 52.83 42.10 41.98 49.63 . . . . . . . . .

1959 57.37 56.73 53.28 58.86 47.48 47.34 52.89 . . . . . . . . .

1960 59.29 57.69 53.81 60.31 51.37 51.29 54.10 . . . . . . . . .

1961 59.38 64.92 61.66 67.15 52.74 52.64 55.50 . . . . . . . . .

1962 59.38 65.88 62.12 68.18 53.57 53.47 55.99 . . . . . . . . .

1963 59.43 66.85 63.17 69.11 54.33 54.23 56.58 . . . . . . . . .

1964 59.40 67.85 63.49 70.05 54.99 54.87 57.27 . . . . . . . . .

1965 65.46 73.75 69.68 76.03 61.26 60.21 62.14 72.98 . . . . . .

1966 65.59 74.11 70.52 76.52 61.84 60.37 62.67 71.71 . . . . . .

1967 65.86 74.99 71.22 77.23 62.57 60.99 63.37 72.33 . . . . . .

1968 74.93 86.54 82.14 88.21 70.85 68.90 73.11 81.76 72.27 72.40

1969 75.06 87.48 83.08 88.96 71.10 69.11 73.77 81.93 71.02 66.50

1970 86.51 102.02 96.50 103.21 82.23 79.82 85.79 94.77 81.99 73.10

1971 95.61 113.57 106.13 114.26 90.94 88.12 95.03 104.80 90.11 83.10

1972 115.45 138.19 127.98 138.95 110.36 106.87 115.25 126.63 109.50 98.80

1973 118.20 157.40 146.70 140.60 111.70 108.20 116.20 128.50 111.20 101.70

1974 134.20 177.30 164.30 157.50 126.48 122.52 130.33 144.79 125.90 118.60

1975 147.25 193.92 178.27 171.86 139.40 135.00 142.26 157.81 137.70 128.10

1976 159.77 208.99 191.78 185.07 151.94 147.49 152.88 169.80 147.00 133.80

1977 173.80 224.30 177.10 198.30 a 165.70

a. Children’s data estimated for 1977.

a 161.50 a 163.60 a 183.10 156.20 131.60

1978 190.40 241.40 186.10 214.00 182.20 178.30 176.20 200.80 165.70 129.70

1979 212.60 269.80 209.00 238.70 205.60 201.70 195.90 226.60 180.80 133.40

1980 246.20 311.50 239.40 276.00 239.50 235.30 226.40 265.40 205.40 145.70

1981 276.70 349.80 266.80 310.40 270.90 265.70 254.00 301.70 227.20 158.80

1982 302.80 379.30 285.60 335.40 285.40 291.50 279.90 260.70 242.80 165.50

1983 308.70 397.10 295.70 349.80 298.00 307.20 289.00 233.40 251.10 166.20

1984 321.50 416.10 306.80 363.90 314.30 320.70 302.60 257.20 307.70 190.70

1985 332.50 434.00 317.80 378.20 330.50 332.60 315.50 360.80 316.60 191.80

1986 338.30 444.90 324.80 386.30 336.80 338.70 323.10 375.70 321.30 195.50

1987 352.70 468.90 340.60 407.30 352.40 353.90 340.00 400.10 335.60 202.30

1988 367.90 493.40 359.50 428.40 367.60 368.00 357.40 424.70 350.00 211.30

1989 387.60 522.60 382.00 453.50 384.90 384.30 378.10 447.90 368.90 223.60

1990 409.10 557.40 408.40 482.20 405.50 403.80 402.50 471.00 391.30 238.40

1991 424.10 584.50 428.00 506.10 420.10 417.00 421.50 486.20 409.40 260.60

1992 437.70 608.70 443.60 526.40 432.30 427.60 438.30 504.10 425.30 273.30

1993 448.40 631.70 461.50 547.20 443.10 437.00 453.70 515.00 436.90 286.20

1994 464.40 656.60 481.40 569.50 456.20 448.70 470.80 532.20 449.20 299.90

1995 477.90 681.20 500.20 590.80 468.70 459.80 487.40 546.50 461.50 307.60

1996 514.90 708.30 520.70 613.50 487.20 478.20 506.10 560.80 474.30 318.00

1997 532.00 732.50 534.50 635.70 500.00 490.10 521.30 569.60 483.90 326.90

1998 545.10 750.30 549.10 651.10 509.60 498.90 532.80 579.90 491.00 332.90

1999 565.70 776.10 572.40 673.90 526.30 515.00 550.40 595.80 503.90 340.30

2000 595.00 811.80 606.90 703.90 550.10 538.30 574.70 628.70 523.80 361.70

2001 620.80 842.50 636.80 728.60 570.80 558.90 595.20 643.60 541.20 374.80

2002 640.20 862.80 662.80 752.70 584.60 572.90 608.40 649.40 553.00 384.70
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 5.51

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F7—Number and percentage distribution of survivors, by primary insurance amount and type of benefit, 

December 2002

Primary insurance amount 

(dollars)

Widowed mothers

and fathers

Nondisabled

widow(er)s Parents

Disabled

widow(er)s Children

Number Percent Number Percent Number Percent Number Percent Number Percent

Total 193,270 100.0 4,563,660 100.0 2,350 100.0 205,870 100.0 1,905,050 100.0

Less than 300.00 4,650 2.4 35,100 0.8 30 1.3 2,590 1.3 91,180 4.8

300.00–349.90 1,840 1.0 88,750 1.9 10 0.4 2,090 1.0 58,940 3.1

350.00–399.90 2,140 1.1 42,170 0.9 30 1.3 1,620 0.8 40,440 2.1

400.00–449.90 2,260 1.2 53,320 1.2 30 1.3 2,150 1.0 41,800 2.2

450.00–499.90 4,590 2.4 86,790 1.9 40 1.7 3,940 1.9 76,580 4.0

500.00–549.90 6,670 3.5 100,500 2.2 120 5.1 5,670 2.8 98,550 5.2

550.00–599.90 7,840 4.1 108,110 2.4 120 5.1 5,800 2.8 105,790 5.6

600.00–649.90 8,220 4.3 115,360 2.5 40 1.7 7,260 3.5 103,190 5.4

650.00–699.90 7,810 4.0 123,650 2.7 140 6.0 7,580 3.7 103,490 5.4

700.00–749.90 8,410 4.4 134,400 2.9 140 6.0 8,300 4.0 97,290 5.1

750.00–799.90 8,550 4.4 162,430 3.6 140 6.0 8,870 4.3 98,650 5.2

800.00–849.90 9,380 4.9 179,050 3.9 130 5.5 9,110 4.4 96,140 5.0

850.00–899.90 9,810 5.1 283,900 6.2 150 6.4 9,890 4.8 102,120 5.4

900.00–949.90 9,470 4.9 245,980 5.4 140 6.0 10,440 5.1 88,110 4.6

950.00–999.90 8,510 4.4 268,090 5.9 80 3.4 10,900 5.3 77,970 4.1

1,000.00–1,049.90 8,680 4.5 310,230 6.8 110 4.7 11,570 5.6 74,570 3.9

1,050.00–1,099.90 7,950 4.1 265,340 5.8 40 1.7 10,780 5.2 64,880 3.4

1,100.00–1,149.90 7,840 4.1 284,780 6.2 40 1.7 10,210 5.0 61,980 3.3

1,150.00–1,199.90 7,060 3.7 309,000 6.8 150 6.4 10,840 5.3 55,180 2.9

1,200.00–1,249.90 6,820 3.5 307,160 6.7 90 3.8 9,320 4.5 51,000 2.7

1,250.00–1,299.90 7,350 3.8 281,980 6.2 130 5.5 11,160 5.4 50,990 2.7

1,300.00–1,349.90 7,500 3.9 288,590 6.3 140 6.0 11,760 5.7 51,870 2.7

1,350.00–1,399.90 6,440 3.3 163,610 3.6 80 3.4 9,750 4.7 41,100 2.2

1,400.00–1,449.90 5,870 3.0 106,440 2.3 50 2.1 7,520 3.7 35,630 1.9

1,450.00–1,499.90 5,520 2.9 65,120 1.4 20 0.9 5,690 2.8 30,760 1.6

1,500.00 or more 22,090 11.4 153,810 3.4 160 6.8 11,060 5.4 106,850 5.6
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.52 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F8—Number of widow(er)s and total monthly benefits, by type of benefit, December 1950–2002

Year

Total

Nondisabled––

Widows Widowers Disabled widow(er)s

Number

Total monthly

benefits

 (thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars)

1950 314,189 11,481 314,126 11,479 63 2 . . . . . .

1951 384,265 13,849 384,011 13,841 254 8 . . . . . .

1952 454,563 18,482 454,064 18,466 499 17 . . . . . .

1953 540,653 22,096 539,854 22,069 799 27 . . . . . .

1954 638,091 29,526 637,012 29,483 1,079 42 . . . . . .

1955 701,360 34,152 700,294 34,103 1,066 50 . . . . . .

1956 913,069 45,780 911,841 45,722 1,228 58 . . . . . .

1957 1,095,137 55,944 1,093,645 55,872 1,492 71 . . . . . .

1958 1,232,583 63,977 1,230,953 63,897 1,630 80 . . . . . .

1959 1,393,587 79,047 1,391,686 78,946 1,901 101 . . . . . .

1960 1,543,843 89,054 1,541,790 88,943 2,053 110 . . . . . .

1961 1,697,308 110,179 1,694,977 110,035 2,331 144 . . . . . .

1962 1,859,191 122,475 1,856,658 122,318 2,533 157 . . . . . .

1963 2,010,769 134,403 2,008,102 134,234 2,667 168 . . . . . .

1964 2,158,912 146,476 2,156,143 146,300 2,769 176 . . . . . .

1965 2,371,433 174,883 2,368,629 174,688 2,804 195 . . . . . .

1966 2,602,015 192,821 2,599,178 192,620 2,837 200 . . . . . .

1967 2,769,618 207,692 2,766,736 207,487 2,882 205 . . . . . .

1968 2,937,890 253,924 2,913,376 252,123 2,951 242 21,563 1,558

1969 3,091,710 269,799 3,049,177 266,741 3,064 255 39,469 2,803

1970 3,227,160 328,245 3,174,846 323,912 3,033 293 49,281 4,041

1971 3,366,304 380,963 3,306,528 375,528 3,033 322 56,743 5,113

1972 3,509,777 483,161 3,442,595 475,746 3,015 386 64,167 7,029

1973 3,656,353 571,654 3,574,458 562,441 3,126 459 78,769 8,754

1974 3,769,559 663,569 3,674,376 651,471 3,055 502 92,128 11,596

1975 3,888,705 747,902 3,776,090 732,269 3,104 553 109,511 15,080

1976 3,994,380 827,325 3,871,894 809,181 3,059 587 119,427 17,557

1977 4,119,487 914,738 3,980,324 892,764 11,887 2,105 127,276 19,869

1978 4,211,710 1,005,929 4,066,673 981,615 15,287 2,845 129,751 21,469

1979 4,321,496 1,153,272 4,173,745 1,126,089 17,918 3,745 129,833 23,438

1980 4,410,515 1,358,836 4,262,607 1,327,814 20,328 4,866 127,580 26,156

1981 4,507,941 1,560,103 4,363,708 1,526,511 22,643 6,042 121,590 27,550

1982 4,594,961 1,724,392 4,453,575 1,689,073 25,014 7,144 116,372 28,175

1983 4,693,791 1,844,798 4,554,414 1,808,647 27,786 8,216 111,591 27,935

1984 4,779,190 1,973,203 4,640,805 1,930,807 29,234 8,970 109,151 33,426

1985 4,862,805 2,094,003 4,725,618 2,050,678 30,182 9,592 107,005 33,734

1986 4,928,019 2,175,345 4,789,969 2,131,049 31,076 10,092 106,974 34,204

1987 4,983,846 2,318,747 4,846,135 2,272,557 31,429 10,703 106,282 35,487

1988 5,028,822 2,461,945 4,892,829 2,414,239 32,870 11,816 103,123 35,892

1989 5,070,873 2,629,728 4,935,911 2,579,726 33,332 12,731 101,630 37,270

1990 5,111,482 2,827,012 4,976,420 2,773,818 34,073 13,916 100,989 39,278

1991 5,158,383 2,989,385 5,008,789 2,927,768 35,105 15,024 114,489 46,593

1992 5,205,375 3,138,250 5,037,583 3,066,568 36,468 16,178 131,324 55,504

1993 5,224,279 3,264,849 5,039,874 3,183,768 37,390 17,255 147,015 63,826

1994 5,232,379 3,394,982 5,034,219 3,305,229 37,484 18,043 160,676 71,710

1995 5,225,519 3,514,262 5,014,991 3,416,203 37,504 18,759 173,024 79,300

1996 5,209,812 3,639,632 4,990,079 3,534,268 37,822 19,692 181,911 85,671

1997 5,053,442 3,646,898 4,829,456 3,537,348 36,048 19,268 187,938 90,282

1998 4,989,855 3,685,349 4,759,829 3,571,047 35,845 19,683 194,181 94,619

1999 4,943,915 3,774,601 4,709,091 3,654,598 36,029 20,624 198,795 99,380

2000 4,901,437 3,912,527 4,663,228 3,785,532 36,782 22,322 201,427 104,674

2001 4,828,327 3,997,687 4,586,677 3,864,251 37,407 23,822 204,243 109,615

2002 4,770,638 4,043,051 4,524,020 3,903,384 39,260 26,020 207,358 113,648
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 5.53

SOURCE: Social Security Administration, Master Beneficiary Record, 

10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

SOURCE: Social Security Administration, Master Beneficiary Record, 

10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F9—Number, percentage, and average monthly 

benefit, by year of entitlement as nondisabled 

widow(er), December 2002

Year Number

Percentage

distribution

Cumulative

percentage a

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Total 4,563,660 100.0 . . . 861.40

2000–2002 834,600 18.3 924.50

1995–1999 1,156,700 25.3 . . . 908.90

1990–1994 925,260 20.3 . . . 885.40

1985–1989 747,730 16.4 . . . 834.70

1980–1984 507,570 11.1 . . . 777.30

1975–1979 245,320 5.4 . . . 708.60

1970–1974 109,610 2.4 . . . 660.90

1965–1969 34,190 0.7 . . . 649.60

Before 1965 2,680 0.1 . . . 861.40

2002 271,300 5.9 5.9 931.10

2001 286,970 6.3 12.2 920.20

2000 276,330 6.1 18.3 922.30

1999 259,980 5.7 24.0 909.80

1998 246,780 5.4 29.4 911.30

1997 224,460 4.9 34.3 910.80

1996 216,340 4.7 39.1 908.50

1995 209,140 4.6 43.6 903.60

1994. 201,330 4.4 48.0 901.70

1993 193,150 4.2 52.3 893.80

1992 182,610 4.0 56.3 890.00

1991 176,030 3.9 60.1 874.10

1990 172,140 3.8 63.9 863.70

1989 162,790 3.6 67.5 855.20

1988 156,480 3.4 70.9 845.50

1987 149,550 3.3 74.2 836.70

1986 144,520 3.2 77.3 819.50

1985 134,390 2.9 80.3 811.20

1984 124,720 2.7 83.0 798.50

1983 114,290 2.5 85.5 782.60

1982 99,740 2.2 87.7 778.40

1981 92,040 2.0 89.7 762.00

1980 76,780 1.7 91.4 751.90

1979 66,980 1.5 92.9 735.60

1978 55,780 1.2 94.1 722.70

1977 42,890 0.9 95.0 705.70

1976 43,100 0.9 96.0 678.60

1975 36,570 0.8 96.8 676.50

1974 30,850 0.7 97.5 672.90

1973 26,120 0.6 98.0 662.80

1972 21,090 0.5 98.5 654.60

1971 17,640 0.4 98.9 649.20

1970 13,910 0.3 99.2 655.00

1969 10,130 0.2 99.4 665.50

1968 8,580 0.2 99.6 645.80

1967 6,220 0.1 99.7 643.50

1966 4,440 0.1 99.8 641.20

1965 4,820 0.1 99.9 638.60

Table 5.F10—Number, percentage, and average 

monthly benefit, by year of entitlement as disabled 

widow(er), December 2002

Year Number

Percentage

distribution

Cumulative

percentagea

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Total 205,870 100.0 . . . 546.20

2000–2002 60,130 29.2 . . . 552.70

1996–1999 85,770 41.7 . . . 541.10

1991–1995 53,860 26.2 . . . 545.30

1988–1990 6,110 3.0 . . . 564.30

2002 14,920 7.2 7.2 547.00

2001 22,130 10.7 18.0 557.90

2000 23,080 11.2 29.2 551.40

1999 24,490 11.9 41.1 556.50

1998 22,210 10.8 51.9 538.90

1997 21,090 10.2 62.1 532.60

1996 17,980 8.7 70.9 532.60

1995 14,310 7.0 77.8 539.20

1994 13,110 6.4 84.2 545.20

1993 10,100 4.9 89.1 537.50

1992 8,070 3.9 93.0 556.90

1991 8,270 4.0 97.0 554.10

1990 2,830 1.4 98.4 587.60

1989 2,190 1.1 99.5 550.60

1988 1,090 0.5 100.0 531.20
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.54 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

Table 5.F11—Percentage distribution of nondisabled widows, by monthly benefit and age, December 2002

Monthly benefit (dollars)

Total,

60 or older 60–61 62–64 65–69 70–74 75–79 80–84 85–89 90 or older

Total

Number 4,523,860 126,160 307,950 654,870 733,860 888,330 848,530 566,230 397,930

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 300.00 2.9 3.3 4.1 2.9 3.3 3.3 2.8 2.5 0.9

300.00–349.90 1.9 1.2 1.2 1.3 1.4 1.7 2.0 2.4 4.7

350.00–399.90 2.0 2.0 1.9 1.9 2.0 2.1 2.1 2.1 1.9

400.00–449.90 2.5 2.8 2.6 2.3 2.4 2.5 2.3 2.6 2.8

450.00–499.90 2.9 2.9 2.9 2.7 2.7 2.7 2.8 3.0 3.6

500.00–549.90 3.2 3.5 3.3 2.9 3.0 3.1 3.2 3.5 4.0

550.00–599.90 3.7 3.7 3.5 3.4 3.4 3.6 3.8 4.0 4.2

600.00–649.90 4.6 4.4 4.1 4.0 4.1 4.7 4.9 5.5 4.8

650.00–699.90 5.1 4.5 4.7 4.7 4.7 5.0 5.3 5.8 6.3

700.00–749.90 6.0 5.1 5.6 5.3 5.3 6.0 6.3 6.3 7.4

750.00–799.90 6.2 5.6 6.1 5.9 5.9 6.3 5.8 6.0 8.5

800.00–849.90 6.8 6.0 6.5 6.5 6.8 7.1 6.4 6.3 8.2

850.00–899.90 7.4 7.1 7.0 7.1 7.9 8.1 6.8 6.5 8.5

900.00–949.90 7.6 7.8 8.1 9.3 9.1 7.4 6.8 5.8 6.4

950.00–999.90 7.2 7.9 8.5 8.9 7.3 7.1 6.9 5.5 5.8

1,000.00–1,049.90 6.1 7.0 8.1 6.8 6.0 6.1 5.7 5.4 5.4

1,050.00–1,099.90 5.1 7.1 6.7 5.6 5.9 5.0 4.7 4.3 3.5

1,100.00–1,149.90 4.0 6.2 5.3 4.5 4.4 3.8 3.6 3.4 2.5

1,150.00–1,199.90 3.1 5.4 3.7 3.4 3.2 3.2 3.1 2.8 1.6

1,200.00–1,249.90 2.6 3.8 2.4 2.5 2.8 3.0 2.8 2.3 1.3

1,250.00–1,299.90 2.1 2.0 1.4 2.3 2.5 2.1 2.2 2.1 1.1

1,300.00–1,349.90 1.8 0.4 1.0 2.0 2.0 1.8 2.2 2.3 1.1

1,350.00–1,399.90 1.2 0.1 0.5 1.4 1.1 1.0 1.3 1.9 0.9

1,400.00–1,449.90 0.9 0.1 0.3 0.9 0.7 0.7 1.2 1.5 0.7

1,450.00–1,499.90 0.6 0.0 0.1 0.5 0.4 0.5 1.0 1.1 0.6

1,500.00 or more 2.5 0.1 0.3 1.0 1.5 2.2 3.9 5.0 3.3

Average benefit (dollars) 863.10 845.20 835.70 867.30 863.60 856.80 881.30 885.50 825.10
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 5.55

Table 5.F12—Number of widowed and surviving divorced mothers and fathers and total monthly benefits,

by type of benefit, December 1950–2002, selected years

Year

Total

Widowed

Subtotal Surviving divorced

With at least 1 child

under age 16 a

a. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least age 14 and 

who were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier.

Entitled solely because of 

at least 1 disabled child b

b. Excludes mothers and fathers who had both disabled and nondisabled entitled children in their care.

Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

 (thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars)

1950 169,438 5,801 169,426 5,800 169,426 5,800 . . . . . . 12 c

c. Less than $500.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana N. Mercer (410) 966-6377.

1955 291,916 13,403 291,656 13,389 291,656 13,389 . . . . . . 260 14

1960 401,358 23,795 400,976 23,768 394,560 23,383 6,416 385 382 27

1961 428,138 25,425 427,699 25,395 420,258 24,938 7,441 457 439 30

1962 451,984 26,838 451,520 26,805 443,182 26,290 8,338 515 464 33

1963 461,675 27,438 461,211 27,405 452,106 26,830 9,105 575 464 32

1964 470,597 27,954 470,100 27,290 460,348 27,295 9,752 625 497 34

1965 471,816 30,882 471,286 30,842 461,011 30,132 10,275 710 530 40

1966 487,755 31,983 486,958 31,927 476,275 31,188 10,683 739 797 56

1967 496,307 32,686 495,308 32,616 483,808 31,791 11,500 825 999 71

1968 504,916 37,833 503,774 37,743 492,674 36,849 11,100 894 1,142 90

1969 511,639 38,406 510,355 38,305 499,324 37,402 11,031 902 1,284 101

1970 523,136 45,258 521,698 45,127 510,215 44,039 11,483 1,089 1,438 131

1971 535,126 51,163 533,560 51,055 520,301 49,603 13,259 1,402 1,566 158

1972 540,965 62,457 539,153 62,237 526,548 60,612 12,605 1,625 1,812 220

1973 571,907 67,578 565,327 66,823 551,509 64,985 13,818 1,838 6,580 754

1974 573,506 76,980 562,801 75,605 544,335 72,914 18,466 2,692 10,705 1,374

1975 581,845 85,676 565,941 83,435 544,886 80,068 21,075 3,366 15,904 2,241

1976 578,727 92,466 558,933 89,400 537,002 85,637 21,931 3,764 19,794 3,065

1977 583,195 101,345 558,886 97,227 536,481 93,091 22,405 4,136 24,309 4,117

1978 576,343 109,714 548,463 104,506 525,879 100,028 22,584 4,478 27,880 5,209

1979 573,750 121,957 541,480 115,284 518,564 110,235 22,916 5,049 32,270 6,674

1980 562,316 138,426 525,661 129,754 502,639 123,885 23,022 5,869 36,655 8,671

1981 547,593 151,509 507,777 140,990 484,427 134,299 23,350 6,691 39,816 10,518

1982 514,772 155,876 474,003 144,207 451,159 137,068 22,844 7,139 40,769 11,669

1983 400,298 123,559 363,946 112,979 339,367 104,956 24,579 8,022 36,352 10,581

1984 382,411 122,957 346,319 112,002 318,076 102,391 28,243 9,612 36,092 10,995

1985 371,659 123,557 335,085 112,117 306,004 101,812 29,081 10,304 36,574 11,440

1986 350,546 118,602 315,572 107,470 286,290 96,887 29,282 10,583 34,974 11,132

1987 340,940 115,967 307,581 104,888 278,582 93,871 28,999 11,017 33,359 11,079

1988 317,761 116,902 285,265 105,596 256,463 94,096 28,802 11,500 32,496 11,306

1989 312,079 120,970 280,006 109,184 251,646 97,170 28,360 12,014 32,073 11,786

1990 303,923 124,340 272,526 112,103 244,965 99,683 27,561 12,420 31,397 12,237

1991 300,661 127,510 269,679 114,962 242,379 102,085 27,300 12,877 30,982 12,548

1992 294,716 128,748 263,630 115,884 236,990 102,840 26,640 13,045 30,546 12,864

1993 289,350 129,752 259,320 116,771 232,794 103,365 26,526 13,407 30,030 12,981

1994 283,072 131,463 253,928 118,399 227,709 104,658 26,219 13,741 29,144 13,064

1995 275,020 131,430 247,113 118,550 221,494 104,664 25,619 13,886 27,907 12,881

1996 242,135 124,678 218,171 112,627 193,664 98,799 24,507 13,828 23,964 12,051

1997 230,222 122,488 207,658 110,774 184,184 97,120 23,474 13,654 22,564 11,714

1998 220,610 120,247 199,447 109,001 176,660 95,491 22,787 13,510 21,163 11,246

1999 212,401 120,157 192,544 109,195 170,572 95,732 21,972 13,463 19,857 10,962

2000 203,052 120,812 184,397 109,941 164,420 97,063 19,977 12,878 18,655 10,871

2001 197,375 122,526 179,413 111,539 160,186 98,672 19,227 12,867 17,962 10,987

2002 194,117 124,267 176,447 113,097 158,020 100,413 18,427 12,685 17,670 11,170
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.56 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Barbara Lingg (410) 965-0156 or Robert L. Hackendorf (410) 965-5536.

Table 5.F13—Number and average monthly benefit for nondisabled widows aged 65 or older, by age, reduction 

status, and limitation of benefit, December 2002

Age Number

Average

monthly

benefit

(dollars)

Benefits not reduced due to early retirement of widow

Benefits reduced due to 

early retirement of widow

Number

Average

monthly

benefit

(dollars)

Benefits not limited due

to early retirement of

deceased spouse

Benefits limited due

to early retirement of 

deceased spouse

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All nondisabled 

widows aged 

65 or older 4,089,750 865.70 1,902,090 963.70 953,410 1,072.60 948,680 854.30 a 2,187,660

a. Includes 154,580 widows with benefits also limited due to early retirement of spouse.

780.40

65–69 654,870 867.30 111,050 1,006.00 78,070 1,049.00 32,980 904.20 543,820 839.00

65 124,080 869.20 11,250 1,031.50 9,470 1,051.10 1,780 927.40 112,830 853.10

66 128,960 867.80 16,140 1,013.50 12,040 1,043.30 4,100 925.90 112,820 847.00

67 133,690 865.50 22,710 1,007.50 16,090 1,049.40 6,620 905.80 110,980 836.50

68 135,690 870.90 29,240 1,013.60 20,380 1,056.70 8,860 914.20 106,450 831.70

69 132,450 863.20 31,710 985.10 20,090 1,043.30 11,620 884.60 100,740 824.80

70–74 733,860 863.60 244,210 972.30 131,490 1,042.40 112,720 890.50 489,650 809.40

70 133,820 860.30 36,860 973.20 21,510 1,028.40 15,350 895.70 96,960 817.40

71 137,310 865.10 41,710 978.20 23,540 1,046.10 18,170 890.20 95,600 815.70

72 150,190 864.70 49,920 971.00 26,320 1,046.80 23,600 886.40 100,270 811.80

73 151,420 866.70 53,820 978.40 28,710 1,047.30 25,110 899.60 97,600 805.10

74 161,120 861.20 61,900 963.60 31,410 1,041.20 30,490 883.70 99,220 797.30

75–79 888,330 856.80 404,090 957.60 194,530 1,056.70 209,560 865.70 484,240 772.60

75 171,490 859.10 70,220 958.80 34,850 1,042.70 35,370 876.20 101,270 789.90

76 176,190 857.90 75,980 962.30 37,640 1,053.10 38,340 873.10 100,210 778.80

77 175,770 855.80 79,780 954.70 37,660 1,053.50 42,120 866.30 95,990 773.50

78 184,780 851.80 88,730 949.70 41,780 1,054.40 46,950 856.60 96,050 761.40

79 180,100 859.60 89,380 963.30 42,600 1,076.60 46,780 860.10 90,720 757.40

80–84 848,530 881.30 479,320 986.30 222,050 1,119.60 257,270 871.20 369,210 745.00

80 183,430 865.40 95,720 970.10 44,850 1,088.10 50,870 866.00 87,710 751.20

81 187,550 872.20 101,850 974.60 46,960 1,100.80 54,890 866.60 85,700 750.60

82 177,290 884.00 100,290 987.90 46,770 1,122.10 53,520 870.70 77,000 748.60

83 154,750 888.40 91,160 995.90 42,300 1,132.90 48,860 877.20 63,590 734.30

84 145,510 902.20 90,300 1,005.20 41,170 1,159.00 49,130 876.30 55,210 733.80

85–89 566,230 885.50 377,180 982.40 175,010 1,133.70 202,170 851.30 189,050 692.30

85 130,030 903.10 82,840 1,006.60 38,820 1,150.30 44,020 879.80 47,190 721.60

86 123,980 889.80 81,490 992.40 37,010 1,139.30 44,480 870.10 42,490 693.00

87 114,550 885.20 77,330 982.60 35,870 1,139.90 41,460 846.50 37,220 682.70

88 104,210 876.40 70,970 970.60 33,290 1,127.00 37,680 832.50 33,240 675.20

89 93,460 865.90 64,550 951.30 30,020 1,105.60 34,530 817.10 28,910 675.40

90 or older 397,930 825.10 286,240 886.10 152,260 992.10 133,980 765.70 111,690 668.60
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Annual Statistical Supplement, 2003 ♦ 5.57

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Barbara Lingg (410) 965-0156 or Robert L. Hackendorf (410) 965-5536.

Table 5.G1—Percentage distribution of persons receiving both a retired-worker and a secondary benefit without 

and with reduction for early retirement, by sex and primary insurance amount, December 2002

Primary insurance amount (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent

All dually entitled retired workers 6,134,800 100.0 1,091,130 100.0 5,043,670 100.0

Less than 250.00 670,820 10.9 100,740 9.2 570,080 11.3

250.00–299.90 374,140 6.1 54,070 5.0 320,070 6.3

300.00–349.90 567,180 9.2 90,920 8.3 476,260 9.4

350.00–399.90 371,850 6.1 60,200 5.5 311,650 6.2

400.00–449.90 414,720 6.8 68,570 6.3 346,150 6.9

450.00–499.90 646,980 10.5 114,030 10.5 532,950 10.6

500.00–549.90 646,310 10.5 115,470 10.6 530,840 10.5

550.00–599.90 545,300 8.9 100,450 9.2 444,850 8.8

600.00–649.90 441,020 7.2 83,870 7.7 357,150 7.1

650.00–699.90 323,030 5.3 63,220 5.8 259,810 5.2

700.00–749.90 239,690 3.9 48,780 4.5 190,910 3.8

750.00–799.90 192,620 3.1 40,690 3.7 151,930 3.0

800.00–849.90 150,550 2.5 31,990 2.9 118,560 2.4

850.00–899.90 135,840 2.2 29,080 2.7 106,760 2.1

900.00–949.90 106,160 1.7 22,210 2.0 83,950 1.7

950.00–999.90 83,720 1.4 17,080 1.6 66,640 1.3

1,000.00–1,049.90 67,800 1.1 13,790 1.3 54,010 1.1

1,050.00–1,099.90 48,220 0.8 9,290 0.9 38,930 0.8

1,100.00 or more 108,850 1.8 26,680 2.4 82,170 1.6

Men 118,120 100.0 30,650 100.0 87,470 100.0

Less than 250.00 8,500 7.2 3,940 12.9 4,560 5.2

250.00–299.90 3,850 3.3 1,630 5.3 2,220 2.5

300.00–349.90 6,470 5.5 2,350 7.7 4,120 4.7

350.00–399.90 3,840 3.3 1,340 4.4 2,500 2.9

400.00–449.90 4,390 3.7 1,690 5.5 2,700 3.1

450.00–499.90 6,950 5.9 2,390 7.8 4,560 5.2

500.00–549.90 7,550 6.4 2,630 8.6 4,920 5.6

550.00–599.90 6,900 5.8 2,100 6.9 4,800 5.5

600.00–649.90 6,390 5.4 1,780 5.8 4,610 5.3

650.00–699.90 5,590 4.7 1,190 3.9 4,400 5.0

700.00–749.90 5,420 4.6 960 3.1 4,460 5.1

750.00–799.90 5,400 4.6 1,040 3.4 4,360 5.0

800.00–849.90 4,650 3.9 800 2.6 3,850 4.4

850.00–899.90 4,630 3.9 810 2.6 3,820 4.4

900.00–949.90 4,590 3.9 860 2.8 3,730 4.3

950.00–999.90 5,330 4.5 830 2.7 4,500 5.1

1,000.00–1,049.90 5,150 4.4 760 2.5 4,390 5.0

1,050.00–1,099.90 4,770 4.0 670 2.2 4,100 4.7

1,100.00 or more 17,750 15.0 2,880 9.4 14,870 17.0

Women 6,016,680 100.0 1,060,480 100.0 4,956,200 100.0

Less than 250.00 662,320 11.0 96,800 9.1 565,520 11.4

250.00–299.90 370,290 6.2 52,440 4.9 317,850 6.4

300.00–349.90 560,710 9.3 88,570 8.4 472,140 9.5

350.00–399.90 368,010 6.1 58,860 5.6 309,150 6.2

400.00–449.90 410,330 6.8 66,880 6.3 343,450 6.9

450.00–499.90 640,030 10.6 111,640 10.5 528,390 10.7

500.00–549.90 638,760 10.6 112,840 10.6 525,920 10.6

550.00–599.90 538,400 8.9 98,350 9.3 440,050 8.9

600.00–649.90 434,630 7.2 82,090 7.7 352,540 7.1

650.00–699.90 317,440 5.3 62,030 5.8 255,410 5.2

700.00–749.90 234,270 3.9 47,820 4.5 186,450 3.8

750.00–799.90 187,220 3.1 39,650 3.7 147,570 3.0

800.00–849.90 145,900 2.4 31,190 2.9 114,710 2.3

850.00–899.90 131,210 2.2 28,270 2.7 102,940 2.1

900.00–949.90 101,570 1.7 21,350 2.0 80,220 1.6

950.00–999.90 78,390 1.3 16,250 1.5 62,140 1.3

1,000.00–1,049.90 62,650 1.0 13,030 1.2 49,620 1.0

1,050.00–1,099.90 43,450 0.7 8,620 0.8 34,830 0.7

1,100.00 or more 91,100 1.5 23,800 2.2 67,300 1.4
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

5.58 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1993–2002 are based on a 10 percent sample. All other years are 100 percent data.

CONTACT: Barbara Lingg (410) 965-0156 or Robert L. Hackendorf (410) 965-5536.

Table 5.G2—Number receiving both a retired-worker and a secondary benefit, by sex and type of secondary 

benefit, December 1952–2002

Year Total

Women Men

Subtotal Wife’s benefit Widow’s benefit

Parent’s

benefit Subtotal

Husband’s

benefit

Widower’s

benefit

Parent’s

Number benefit

Percentage

of all women

retired

workers Number

Percentage

of all women

entitled to

wife’s

benefit

because

of age Number

Percentage

of all women

entitled to

widow’s

benefit

1952 36,132 35,402 6.0 14,131 6.0 20,850 4.4 421 730 258 83 389

1953 54,798 53,631 6.8 23,355 2.7 29,668 5.2 608 1,167 529 148 490

1954 79,689 77,978 8.0 34,225 3.4 42,899 6.3 854 1,711 827 257 627

1955 108,551 106,320 8.7 49,637 4.2 55,664 7.4 1,019 2,231 1,224 342 665

1956 143,284 140,603 9.1 68,766 4.8 70,601 7.2 1,236 2,681 1,542 426 713

1957 194,501 190,951 9.6 102,522 5.6 86,951 7.4 1,478 3,550 2,152 578 820

1958 229,599 225,790 9.8 124,504 6.1 99,669 7.5 1,617 3,809 2,421 634 754

1959 268,900 264,434 10.2 141,831 6.4 120,458 8.0 2,145 4,466 2,794 772 900

1960 307,736 302,646 10.6 159,032 6.8 141,218 8.4 2,396 5,090 3,197 911 982

1961 335,243 330,727 10.5 159,587 6.6 169,264 9.1 1,876 4,516 2,652 1,090 774

1962 427,085 421,535 12.1 204,445 7.9 214,371 10.4 2,719 5,550 3,229 1,330 991

1963 502,839 496,639 13.2 138,081 8.9 255,408 11.3 3,150 6,200 3,597 1,543 1,060

1964 577,954 571,144 14.2 269,657 9.9 297,929 12.1 3,558 6,810 3,940 1,752 1,118

1965 618,730 611,610 14.3 a 282,940

a. Distributions by type of secondary benefit are estimated.

a 10.3 a 324,930 a 12.3 a 3,740 a 7,120 a 4,110 a 1,910 a 1,100

1966 706,860 699,080 15.1 a 315,550 a 11.2 a 379,440 a 13.2 a 4,090 a 7,780 a 4,470 a 2,260 a 1,050

1967 770,190 760,950 15.7 a 334,200 a 11.8 a 422,480 a 13.8 a 4,270 a 9,240 a 5,190 a 3,070 a 980

1968 842,560 831,760 16.3 a 354,750 a 12.4 a 472,590 a 14.5 a 4,420 a 10,800 a 5,810 a 4,110 a 880

1969 920,250 909,720 17.0 a 376,520 a 13.0 a 528,660 a 15.3 a 4,540 a 10,530 a 5,620 a 4,160 a 750

1970 977,340 966,780 17.1 a 388,210 a 13.3 a 573,950 a 15.9 a 4,620 a 10,560 a 5,530 a 4,400 a 630

1971 1,069,940 1,060,120 17.7 a 411,710 a 13.8 a 643,730 a 16.9 a 4,680 a 9,820 a 5,130 a 4,170 a 520

1972 1,183,369 1,170,286 18.5 a 477,333 a 15.5 a 688,087 a 17.3 a 4,866 a 13,083 a 6,797 a 5,442 a 844

1973 1,377,080 1,361,360 20.2 562,111 17.7 794,001 22.2 5,248 15,710 7,966 6,986 758

1974 1,534,583 1,516,326 21.3 a 554,844 a 17.1 a 956,662 a 21.4 a 4,820 a 18,257 a 6,592 a 11,080 a 585

1975 1,679,825 1,660,451 22.4 616,669 18.4 1,038,992 22.3 4,790 19,374 9,920 8,690 764

1976 1,827,928 1,812,008 23.4 a 669,792 a 19.5 a 1,137,251 a 23.4 a 4,965 a 15,920 a 7,497 a 7,779 a 644

1977 2,026,534 1,991,915 24.6 762,250 21.4 1,225,344 24.3 4,321 34,619 14,557 19,544 518

1978 2,208,490 2,163,011 25.7 836,004 22.8 1,322,897 25.3 4,110 45,479 17,832 27,192 455

1979 2,435,848 2,380,260 27.1 917,747 24.4 1,458,611 26.6 3,902 55,588 20,179 35,004 405

1980 2,660,037 2,594,467 28.5 1,015,672 26.2 1,575,085 27.8 3,710 65,570 22,597 42,580 393

1981 b

b. Data not available.

b b b b b b b b b bb

1982 3,109,239 3,031,518 31.1 1,239,736 29.8 1,788,556 29.5 3,226 77,721 24,787 52,604 330

1983 3,355,148 3,267,890 32.5 1,369,396 31.6 1,895,579 30.3 2,915 87,258 27,449 59,518 291

1984 3,568,639 3,479,191 33.7 1,479,756 33.2 1,996,805 31.0 2,630 89,448 27,189 62,011 248

1985 3,801,183 3,708,856 34.9 1,594,226 34.7 2,112,245 31.8 2,385 92,327 26,912 65,202 213

1986 4,032,760 3,934,811 36.1 1,719,449 36.2 2,213,225 32.5 2,137 97,949 27,693 70,064 192

1987 4,214,214 4,116,759 36.9 1,804,946 37.3 2,309,899 33.1 1,914 97,455 26,928 70,359 168

1988 4,403,012 4,302,714 37.9 1,892,763 38.5 2,408,232 33.8 1,719 100,298 27,210 72,942 146

1989 4,590,475 4,487,314 38.7 1,982,095 39.5 2,503,679 34.4 1,540 103,161 27,484 75,543 134

1990 4,783,122 4,677,680 39.5 2,076,737 40.5 2,599,560 35.1 1,383 105,442 27,463 77,862 117

1991 4,959,610 4,852,656 40.2 2,158,022 41.5 2,693,388 35.7 1,246 106,954 27,195 79,654 105

1992 5,140,627 5,032,206 41.0 2,242,029 42.3 2,789,029 36.3 1,148 108,421 26,849 81,475 97

1993 5,285,960 5,176,650 41.6 2,312,000 43.1 2,863,510 37.0 1,140 109,310 26,330 82,920 60

1994 5,419,910 5,308,300 42.1 2,359,470 43.9 2,947,820 37.6 1,010 111,610 26,920 84,660 30

1995 5,533,200 5,420,320 42.5 2,397,710 44.5 3,021,720 38.0 890 112,880 26,660 86,190 30

1996 5,629,780 5,517,510 42.8 2,429,520 45.3 3,087,130 38.3 860 112,270 25,750 86,480 40

1997 5,729,620 5,617,590 42.7 2,461,060 46.0 3,155,760 39.6 770 112,030 24,540 87,460 30

1998 5,810,410 5,699,080 42.8 2,482,950 46.7 3,215,380 40.4 750 111,330 23,740 87,560 30

1999 5,883,950 5,772,260 42.9 2,499,200 47.3 3,272,420 41.0 640 111,690 23,560 88,100 30

2000 6,009,800 5,896,390 42.9 2,568,470 48.2 3,327,360 41.6 560 113,410 24,660 88,720 30

2001 6,076,350 5,961,580 42.9 2,583,730 48.9 3,377,330 42.4 520 114,770 25,570 89,170 30

2002 6,134,800 6,016,680 42.7 2,591,820 49.5 3,424,390 43.0 470 118,120 27,090 91,000 30
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Annual Statistical Supplement, 2003 ♦ 5.59

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Barbara Lingg (410) 965-0156 or Robert L. Hackendorf (410) 965-5536.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Barbara Lingg (410) 965-0156 or Robert L. Hackendorf (410) 965-5536.

Table 5.G3—Number receiving both a retired-worker and a secondary benefit and average monthly benefit, by type 

of secondary benefit, December 2002

Type of secondary benefit Number

Average monthly benefit (dollars)

Combined benefit

Retiredworker benefitReduced

secondary benefit

All dually entitled retired workers 6,134,800 806.90 446.30 360.60

Wives and husbands 2,618,910 538.00 357.50 180.50

Wives of–– 2,591,820 538.80 357.60 181.20

Retired workers 2,561,340 539.10 357.70 181.40

Disabled workers 30,480 511.70 347.90 163.80

Husbands of–– 27,090 468.20 346.20 122.00

Retired workers 26,120 469.00 346.90 122.10

Disabled workers 970 445.60 328.20 117.40

Widow(er)s 3,515,390 1,007.20 512.50 494.70

Widows 3,424,390 1,009.10 507.40 501.70

Widowers 91,000 933.90 704.00 229.90

Parents 500 904.90 444.80 460.10

Table 5.G4—Number receiving both a retired-worker and a secondary benefit, average monthly benefit, and 

retired-worker benefit as a percentage of combined benefit, December 2002

Total combined monthly benefit (dollars) 

Number 

Average combined monthly benefit 

(dollars)

Retired-worker benefit as a percentage

of combined monthly benefit

Wives or

husbands Widow(er)s

Wives or

husbands Widow(er)s

Wives or

husbands Widow(er)s

All dually entitled retired workers a 2,618,910

a. Includes 27,090 husbands.

b 3,515,390

b. Includes 91,000 widowers.

535.40 1,013.10 67 51

Less than 200.00 18,870 2,580 156.30 153.20 81 80

200.00–249.90 25,800 3,610 226.90 228.40 76 76

250.00–299.90 40,340 7,750 276.70 278.80 72 75

300.00–349.90 64,210 15,070 327.00 326.30 70 76

350.00–399.90 110,770 17,600 377.40 376.70 68 70

400.00–449.90 219,700 27,860 428.20 426.50 68 69

450.00–499.90 426,010 42,540 477.10 476.50 67 69

500.00–549.90 615,000 53,710 525.10 525.80 69 67

550.00–599.90 446,630 66,480 572.90 575.80 69 66

600.00–649.90 285,250 84,390 623.60 626.30 67 65

650.00–699.90 181,340 99,260 672.50 676.10 65 64

700.00–749.90 95,540 122,870 722.10 726.20 62 62

750.00–799.90 54,190 162,010 773.00 776.50 60 61

800.00–849.90 17,120 202,460 820.90 826.50 56 59

850.00–899.90 5,870 256,390 870.50 876.40 51 58

900.00–949.90 3,000 277,460 924.20 926.10 46 55

950.00–999.90 2,050 308,370 973.50 974.80 46 53

1,000.00–1,049.90 c 7,220

c. $1,000 or more.

301,440 c 1,182.90 1,024.90 c 42 52

1,050.00–1,099.90 . . . 279,350 . . . 1,074.90 . . . 50

1,100.00–1,149.90 . . . 225,380 . . . 1,124.20 . . . 49

1,150.00–1,199.90 . . . 189,540 . . . 1,174.70 . . . 47

1,200.00–1,249.90 . . . 166,710 . . . 1,224.90 . . . 46

1,250.00–1,299.90 . . . 139,830 . . . 1,274.90 . . . 44

1,300.00–1,349.90 . . . 124,230 . . . 1,323.80 . . . 43

1,350.00–1,399.90 . . . 81,650 . . . 1,374.30 . . . 42

1,400.00–1,449.90 . . . 60,560 . . . 1,423.60 . . . 41

1,450.00–1,499.90 . . . 44,440 . . . 1,473.80 . . . 40

1,500.00 or more . . . 151,850 . . . 1,759.60 . . . 36
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

5.60 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Barbara Lingg (410) 965-0156 or Robert L. Hackendorf (410) 965-5536.

Table 5.G5—Percentage distribution, by total combined monthly benefit and retired-worker benefit, 

December 2002

Total combined

monthly benefit

(dollars) Number

Percentage distribution by dollar amount of retired-worker benefit

Total

Less

than

200.00

200.00–

249.90

250.00–

299.90

 300.00–

349.90

350.00–

399.90

400.00–

449.90

 450.00–

499.90

500.00–

549.90

550.00–

599.90

600.00–

649.90

650.00–

699.90

 700.00

or more

Dually entitled wives and husbands

All a 2,618,910

a. Includes 27,090 husbands.

 100.0 15.1 10.7 10.5 9.6 12.8 14.6 11.8 7.8 3.9 2.0 0.8 0.5

Less than 200.00 18,870 100.0 100.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

200.00–249.90 25,800 100.0 66.4 33.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

250.00–299.90 40,340 100.0 46.6 29.4 24.0 . . . . . . . . . . . . . . . . . . . . . . . . . . .

300.00–349.00 64,210 100.0 35.0 23.6 24.4 17.0 . . . . . . . . . . . . . . . . . . . . . . . .

350.00–399.90 110,770 100.0 27.0 19.5 19.9 17.8 15.7 . . . . . . . . . . . . . . . . . . . . .

400.00–449.90 219,700 100.0 21.7 15.0 14.5 13.4 20.4 14.9 . . . . . . . . . . . . . . . . . .

450.00–499.90 426,010 100.0 17.7 12.4 11.6 11.1 17.2 19.7 10.3 . . . . . . . . . . . . . . .

500.00–549.90 615,000 100.0 11.6 9.3 9.9 9.7 15.2 19.2 16.8 8.4 . . . . . . . . . . . .

550.00–599.90 446,630 100.0 8.4 7.5 8.3 8.3 11.8 16.9 17.3 15.3 6.2 . . . . . . . . .

600.00–649.90 285,250 100.0 8.9 6.9 7.4 7.4 9.0 13.3 15.1 14.2 12.5 5.2 . . . . . .

650.00–699.90 181,340 100.0 8.4 7.0 6.6 6.7 8.0 10.8 12.8 13.0 11.3 11.2 4.2 . . .

700.00 or more 184,990 100.0 9.1 7.6 7.7 7.2 6.9 7.4 10.5 10.5 9.6 8.9 7.8 6.9

Dually entitled widow(er)s

All b 3,515,390

b. Includes 91,000 widowers.

 100.0 6.2 5.3 8.2 7.0 8.4 8.9 8.5 8.0 7.0 6.3 5.5 20.6

Less than 200.00 2,580 100.0 100.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

200.00–249.90 3,610 100.0 64.8 35.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

250.00–299.90 7,750 100.0 38.5 28.6 32.9 . . . . . . . . . . . . . . . . . . . . . . . . . . .

300.00–349.90 15,070 100.0 22.4 16.9 39.2 21.4 . . . . . . . . . . . . . . . . . . . . . . . .

350.00–399.90 17,600 100.0 20.5 16.0 27.8 22.8 12.9 . . . . . . . . . . . . . . . . . . . . .

400.00–449.90 27,860 100.0 16.8 11.5 21.1 19.3 18.8 12.4 . . . . . . . . . . . . . . . . . .

450.00–499.90 42,540 100.0 12.8 8.7 17.3 15.9 17.6 17.3 10.4 . . . . . . . . . . . . . . .

500.00–549.90 53,710 100.0 10.5 7.7 14.2 13.6 14.7 15.9 14.4 9.0 . . . . . . . . . . . .

550.00–599.90 66,480 100.0 8.5 7.1 11.8 11.7 12.5 14.1 14.5 13.5 6.2 . . . . . . . . .

600.00–649.90 84,390 100.0 7.9 6.1 10.3 9.7 11.0 12.5 13.6 12.7 10.8 5.5 . . . . . .

650.00–699.90 99,260 100.0 6.3 5.7 9.1 8.7 10.6 11.4 12.3 11.7 10.6 8.9 4.6 . . .

700.00–749.90 122,870 100.0 5.8 5.1 8.9 8.0 9.4 10.3 11.4 11.1 10.5 8.8 7.0 3.6

750.00–799.90 162,010 100.0 5.0 4.5 8.2 7.6 8.3 10.2 10.0 10.3 9.2 9.1 8.0 9.4

800.00–849.90 202,460 100.0 4.6 4.7 8.3 7.2 8.3 8.9 9.1 9.5 8.9 8.6 7.4 14.5

850.00–899.90 256,390 100.0 4.5 4.4 7.8 6.7 8.0 8.7 8.3 8.9 8.5 7.7 7.2 19.3

900.00–949.90 277,460 100.0 5.3 4.8 7.5 6.5 8.3 8.3 8.3 8.3 7.7 7.2 6.8 21.1

950.00–999.90 308,370 100.0 6.1 5.1 7.4 6.3 8.1 8.5 8.1 8.0 7.0 6.8 6.0 22.4

1,000.00–1,049.90 301,440 100.0 6.1 5.0 7.4 6.0 8.1 8.3 7.9 7.4 6.8 6.4 6.0 24.8

1,050.00–1,099.90 279,350 100.0 6.0 4.9 7.1 5.8 8.0 8.5 8.1 7.6 6.9 6.2 5.8 25.1

1,100.00–1,149.90 225,380 100.0 5.3 4.8 7.0 5.8 7.8 8.2 8.0 7.5 6.6 6.2 5.7 27.1

1,150.00–1,199.90 189,540 100.0 5.7 5.0 6.5 5.7 7.6 8.4 7.5 7.5 6.2 5.7 5.7 28.6

1,200.00–1,249.90 166,710 100.0 6.1 5.4 6.5 5.3 7.4 7.8 7.5 7.0 6.3 5.6 5.6 29.7

1,250.00–1,299.90 139,830 100.0 5.9 5.0 6.6 5.6 7.5 7.9 7.7 7.1 6.2 5.9 5.3 29.2

1,300.00–1,349.90 124,230 100.0 5.3 5.2 7.3 6.0 6.9 7.8 7.8 6.7 5.8 5.5 4.9 30.7

1,350.00–1,399.90 81,650 100.0 5.3 4.9 6.9 6.6 7.0 7.6 7.3 6.7 5.9 5.6 5.1 31.2

1,400.00–1,449.90 60,560 100.0 5.0 5.3 7.6 5.8 7.5 7.2 7.7 7.1 6.0 5.2 5.0 30.6

1,450.00–1,499.90 44,440 100.0 4.8 5.5 7.5 6.4 7.5 7.5 7.2 6.2 5.8 5.2 4.7 31.7

1,500.00 or more 151,850 100.0 4.9 4.9 7.5 6.9 7.0 7.2 7.0 5.9 5.1 5.0 4.8 33.8
5.H OASDI Current-Pay Benefits: Beneficiary Families

Annual Statistical Supplement, 2003 ♦ 5.61

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2002 are based on a 10 percent sample. Data for prior years are based on different 

sampling rates.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

Table 5.H1—Number and average monthly family benefit for selected family groups, December 1945–2002, 

selected years

Year

Retired-worker families Survivor families Disabled-worker families

Worker only Worker

and

wife a

a. Wife’s entitlement based on age.

Nondisabled

widow

only

 Widowed mother

 or father and— Worker only Worker, wife,b and—

b. Wife’s entitlement based on care of children.

Worker

and

All Men Women spouse

1

child

2

children

3 or more

children All Men Women

1

child

2 or more

children

Number (thousands)

1945 416 338 78 181 95 86 48 24 . . . . . . . . . . . . . . . . . .

1950 1,240 939 301 498 314 82 53 33 . . . . . . . . . . . . . . . . . .

1955 3,266 2,054 1,212 1,124 700 126 86 80 . . . . . . . . . . . . . . . . . .

1960 5,742 2,922 2,820 2,122 1,527 172 113 114 357 261 96 22 32 22

1965 8,386 4,137 4,249 2,400 2,332 182 135 153 714 481 232 54 109 30

1970 10,533 4,904 5,629 2,457 3,080 183 155 182 1,054 680 374 77 164 43

1975 13,520 6,134 7,385 2,618 3,606 221 182 176 1,750 1,080 671 137 250 66

1980 16,314 7,286 9,028 2,736 4,033 239 184 134 2,061 1,257 804 154 228 80

1985 19,132 8,601 10,531 2,861 4,606 158 131 74 2,039 1,267 772 84 140 76

1986 19,664 8,849 10,816 2,883 4,666 151 123 68 2,096 1,301 795 82 136 74

1987 20,137 9,064 11,074 2,893 4,709 141 115 62 2,154 1,338 816 79 132 74

1988 20,567 9,264 11,302 2,896 4,749 137 112 61 2,194 1,353 841 77 125 71

1989 21,036 9,495 11,541 2,903 4,788 137 109 58 2,262 1,390 872 75 120 67

1990 21,537 9,752 11,786 2,914 4,825 133 106 57 2,370 1,448 922 75 118 63

1991 21,978 9,985 11,992 2,918 4,850 130 106 55 2,523 1,529 994 76 119 61

1992 22,434 10,218 12,216 2,928 4,871 129 103 54 2,738 1,643 1,094 78 125 61

1993 22,796 10,404 12,392 2,912 4,870 126 103 53 2,935 1,743 1,192 78 127 59

1994 23,124 10,573 12,552 2,885 4,862 123 100 51 3,121 1,830 1,292 76 128 57

1995 23,433 10,732 12,701 2,845 4,841 120 97 49 3,305 1,909 1,396 75 124 55

1996 23,705 10,874 12,831 2,799 4,815 117 78 41 3,473 1,973 1,500 61 104 53

1997 24,124 11,027 13,097 2,759 4,657 113 74 37 3,593 2,006 1,588 57 91 53

1998 24,409 11,163 13,246 2,703 4,589 111 69 34 3,769 2,074 1,695 52 80 53

1999 24,730 11,337 13,394 2,651 4,536 107 67 32 3,924 2,131 1,793 49 72 52

2000 25,452 11,780 13,672 2,638 4,491 102 65 30 4,080 2,191 1,890 45 65 50

2001 25,838 11,990 13,848 2,581 4,416 98 63 29 4,292 2,282 2,010 43 60 51

2002 26,247 12,218 14,029 2,525 4,353 98 62 28 4,536 2,391 2,145 41 56 50

Average monthly family benefit (dollars)

1945 23.50 24.50 19.50 38.50 20.20 34.10 47.70 50.40 . . . . . . . . . . . . . . . . . .

1950 42.20 44.60 34.80 71.70 36.50 76.90 93.90 92.40 . . . . . . . . . . . . . . . . . .

1955 59.10 64.60 49.80 103.50 48.70 106.80 135.40 133.20 . . . . . . . . . . . . . . . . . .

1960 69.90 79.90 59.60 123.90 57.70 131.70 188.00 181.70 87.90 91.90 76.90 184.70 192.20 135.50

1965 80.10 90.50 70.00 141.50 73.90 153.00 219.80 218.10 95.40 100.70 85.00 201.00 216.30 145.90

1970 114.20 128.70 101.60 198.90 102.40 213.00 291.10 289.90 128.10 136.30 113.10 264.10 273.20 199.20

1975 201.60 225.50 181.80 343.90 195.90 367.20 468.60 461.80 218.90 240.00 185.00 441.00 454.00 344.00

1980 333.00 377.10 297.40 566.60 311.60 612.80 759.20 740.50 355.40 396.20 291.70 727.00 746.10 573.00

1985 465.80 531.80 412.00 813.90 434.30 829.60 981.50 924.90 466.90 523.10 374.60 898.10 895.20 765.00

1986 475.20 542.60 420.10 831.30 444.90 841.70 994.00 939.80 470.70 527.80 377.40 896.90 888.30 773.30

1987 499.20 570.40 440.80 873.30 468.70 882.10 1,032.30 968.90 491.60 552.00 392.60 929.40 918.30 815.50

1988 522.70 597.20 461.70 914.10 493.60 921.80 1,070.40 1,012.90 512.20 576.10 409.50 960.20 938.40 855.40

1989 552.10 630.70 487.40 965.60 522.80 967.80 1,120.00 1,064.60 539.30 607.10 431.20 1,009.40 971.90 903.70

1990 588.30 671.90 519.10 1,026.60 557.90 1,020.20 1,177.70 1,124.60 570.40 642.80 456.80 1,062.10 1,016.00 960.80

1991 614.70 702.00 542.10 1,071.70 584.90 1,059.80 1,216.80 1,160.60 592.30 668.40 475.50 1,098.00 1,043.30 1,004.70

1992 637.80 728.10 562.30 1,110.50 609.00 1,086.90 1,252.40 1,190.80 609.50 688.70 490.70 1,122.10 1,057.40 1,045.00

1993 659.10 751.90 581.20 1,145.40 632.20 1,114.20 1,282.60 1,229.40 625.50 707.20 506.00 1,143.00 1,074.20 1,078.20

1994 682.30 777.80 601.80 1,183.70 657.10 1,150.10 1,328.40 1,271.00 646.20 731.80 525.00 1,177.60 1,100.00 1,118.60

1995 704.80 803.00 621.80 1,220.60 681.60 1,184.50 1,365.50 1,299.80 667.60 757.40 544.80 1,205.50 1,130.90 1,159.90

1996 730.00 831.10 644.20 1,262.10 708.70 1,222.50 1,450.60 1,347.20 690.60 785.30 566.00 1,245.90 1,148.50 1,200.60

1997 750.20 853.70 663.10 1,294.60 733.20 1,250.30 1,502.60 1,358.00 708.00 806.60 583.60 1,280.20 1,165.90 1,238.50

1998 765.10 870.50 676.40 1,317.70 750.90 1,277.00 1,537.70 1,393.20 720.00 820.20 597.40 1,300.40 1,189.40 1,261.90

1999 789.80 898.60 697.70 1,356.80 776.60 1,325.40 1,590.40 1,446.30 741.20 844.50 618.50 1,344.90 1,224.20 1,295.30

2000 830.10 945.90 730.30 1,419.90 812.30 1,387.90 1,675.40 1,513.20 773.60 880.70 649.40 1,394.20 1,274.30 1,355.50

2001 860.20 979.90 756.60 1,465.50 842.90 1,439.70 1,755.10 1,600.60 801.20 911.00 676.60 1,440.70 1,317.90 1,405.70

2002 881.30 1,003.80 774.60 1,494.20 863.40 1,473.20 1,812.10 1,664.50 820.50 931.90 696.40 1,468.10 1,352.50 1,449.20
5.H OASDI Current-Pay Benefits: Beneficiary Families

5.62 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: The term “full benefit” applies to benefits not subject to actuarial reduction, and the term “reduced benefit” applies to benefits subject to actuarial reduction.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.H2—Number, average primary insurance amount, and average monthly family benefit for selected 

family groups, December 2002

Family group

Number a (thousands)

a. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Average primary

 insurance amount (dollars)

Average monthly

Families Beneficiaries family benefit (dollars)

Retired-worker families

Worker only 26,247 26,247 882.90 881.30

Men 12,218 12,218 1,106.40 1,003.80

Full benefit 3,767 3,767 1,141.20 1,180.90

Reduced benefit 8,451 8,451 1,090.90 924.90

Women 14,029 14,029 688.20 774.60

Full benefit 3,551 3,551 774.30 888.30

Reduced benefit 10,478 10,478 659.10 736.10

Worker and wife 2,525 5,051 1,125.30 1,494.20

Full worker benefit 867 1,735 1,179.80 1,732.70

Reduced worker benefit 1,658 3,316 1,096.80 1,369.40

Worker and husband 34 68 555.80 775.20

Worker and children 289 634 1,025.80 1,470.80

Male worker b

b. Includes 178,100 families with reduced retired-worker benefits.

256 565 1,060.60 1,518.40

Female worker c

c. Includes 32,500 families with reduced retired-worker benefits.

33 70 751.70 1,096.20

Worker, wife, and children 100 327 1,074.90 1,768.60

Worker, wife, and 1 child 82 246 1,083.70 1,777.30

Full worker benefit 25 76 1,109.30 1,963.60

Reduced worker benefit 56 169 1,072.00 1,693.10

Worker, wife, and 2 or more children 18 82 1,036.30 1,730.10

Full worker benefit 5 24 1,044.50 1,873.60

Reduced worker benefit 13 58 1,032.90 1,671.10

Survivor families

Nondisabled widow(er) only 4,392 4,392 1,015.80 861.60

Full benefit 1,846 1,846 1,019.20 963.60

Reduced benefit 2,546 2,546 1,013.40 787.70

Nondisabled widow(er) and children 95 196 932.40 1,494.90

Full benefit 58 119 914.90 1,523.30

Reduced benefit 37 77 960.50 1,451.00

Disabled widow(er) only 186 186 1,015.20 545.80

Widowed mother or father and children 188 507 1,003.70 1,613.60

1 child 98 196 989.60 1,473.20

2 children 62 187 1,043.60 1,812.10

3 or more children 28 124 964.60 1,664.50

Children only 1,089 1,485 826.20 784.60

1 child 804 804 829.30 620.30

2 children 204 408 831.10 1,224.80

3 or more children 81 273 782.60 1,306.30

Parents 2 2 975.30 790.70

Disabled-worker families

Worker only 4,536 4,536 823.90 820.50

Men 2,391 2,391 937.50 931.90

Women 2,145 2,145 697.20 696.40

Worker and spouse d

d. Where the disabled worker's spouse is dually entitled as a retired worker, the benefit amount shown for the spouse represents the difference between the entitlement 

amount as a spouse and as a retired worker.

50 100 1,169.70 1,449.20

Worker and children 850 2,170 889.90 1,279.40

Male worker 533 1,372 946.90 1,368.50

Female worker 318 798 794.50 1,130.20

Worker, wife, and children 97 384 956.40 1,401.40

1 child 41 123 991.40 1,468.10

2 or more children 56 260 930.80 1,352.50

Worker, husband, and children 2 7 790.00 1,128.70
5.H OASDI Current-Pay Benefits: Beneficiary Families

Annual Statistical Supplement, 2003 ♦ 5.63

Table 5.H3—Percentage distribution of retired-worker and disabled-worker families, by monthly benefit for 

selected family groups, December 2002

Monthly family benefit a (dollars)

a. Cases involving actuarial reduction may be represented in all benefit intervals for which values are shown.

b. $1,600 or more.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

Retired worker only Retired

worker

and wife

Retired worker,

wife, and— Disabled worker only

Disabled worker,

wife, and—

Men Women

1

child

2 or more

children Men Women

1

child

2 or more

children

Total

Number 12,217,930 14,028,990 2,525,410 81,850 18,460 2,391,130 2,144,590 41,130 56,170

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 200.00 1.4 1.5 0.6 0.3 0.3 0.9 2.0 0.3 0.4

200.00–249.90 0.9 1.1 0.4 0.2 0.2 0.9 2.1 0.0 0.2

250.00–299.90 1.0 1.4 0.5 0.2 0.5 1.1 2.7 0.1 0.1

300.00–349.90 1.1 1.8 0.5 0.5 0.3 1.5 3.3 0.2 0.2

350.00–399.90 1.3 2.6 0.7 0.5 0.5 1.5 3.5 0.2 0.3

400.00–449.90 1.7 4.2 0.7 0.6 0.9 1.9 3.9 0.1 0.2

450.00–499.90 2.0 6.4 0.7 0.8 0.7 3.5 7.4 0.6 0.9

500.00–549.90 2.2 8.5 0.8 0.6 0.7 4.4 8.9 0.9 1.4

550.00–599.90 2.3 7.6 0.9 0.7 1.0 4.8 8.6 1.6 1.9

600.00–649.90 2.5 6.5 1.1 1.2 1.8 4.9 7.9 1.7 2.1

650.00–699.90 2.7 5.8 1.3 1.2 1.8 4.9 7.2 1.3 2.1

700.00–749.90 3.0 5.2 1.4 1.4 2.6 5.0 6.3 1.9 2.6

750.00–799.90 3.4 5.0 1.4 1.7 2.1 4.8 5.6 1.8 2.9

800.00–849.90 3.9 4.7 1.4 1.6 2.3 4.7 4.9 2.3 2.8

850.00–899.90 4.6 4.8 1.5 1.5 2.3 4.6 4.1 2.4 2.6

900.00–949.90 5.5 4.6 1.6 1.3 1.9 4.4 3.6 2.6 3.1

950.00–999.90 6.0 4.5 1.7 1.1 1.5 4.3 3.1 2.5 3.4

1,000.00–1,049.90 6.8 4.2 1.8 1.0 2.1 4.2 2.6 3.5 4.1

1,050.00–1,099.90 7.5 3.8 1.9 1.4 1.7 3.9 2.2 3.3 4.2

1,100.00–1,149.90 6.4 3.0 2.1 1.3 1.1 3.6 1.8 3.4 4.1

1,150.00–1,199.90 5.8 2.6 2.3 1.4 0.9 3.5 1.5 3.7 4.7

1,200.00–1,249.90 5.2 2.2 2.5 1.4 1.8 3.5 1.3 3.5 4.6

1,250.00–1,299.90 4.7 1.8 2.8 1.2 1.6 3.6 1.2 3.8 4.0

1,300.00–1,349.90 4.3 1.6 3.2 1.5 1.3 4.0 1.2 3.1 3.6

1,350.00–1,399.90 3.2 1.1 3.9 1.4 2.0 3.5 0.9 3.5 3.3

1,400.00–1,449.90 2.4 0.9 4.3 1.4 1.4 3.1 0.8 3.7 3.2

1,450.00–1,499.90 1.8 0.6 4.5 1.3 2.0 2.7 0.6 3.5 2.7

1,500.00–1,549.90 1.4 0.5 5.2 1.8 1.8 2.1 0.4 2.9 2.6

1,550.00–1,599.90 1.3 0.3 5.8 1.9 1.1 1.5 0.3 2.7 2.9

1,600.00–1,649.90 b 3.4 b 0.9 5.3 2.3 1.9 b 2.6 b 0.4 2.0 2.3

1,650.00–1,699.90 . . . . . . 4.6 2.5 2.2 . . . . . . 2.4 1.6

1,700.00–1,749.90 . . . . . . 4.2 3.3 2.5 . . . . . . 2.1 1.9

1,750.00–1,799.90 . . . . . . 3.8 3.0 2.7 . . . . . . 2.7 1.5

1,800.00–1,849.90 . . . . . . 3.4 3.5 2.1 . . . . . . 2.5 1.9

1,850.00–1,899.90 . . . . . . 3.0 3.7 3.0 . . . . . . 3.2 1.6

1,900.00–1,949.90 . . . . . . 2.6 3.9 3.3 . . . . . . 2.3 1.8

1,950.00–1,999.90 . . . . . . 2.3 4.4 2.4 . . . . . . 2.6 1.8

2,000.00–2,049.90 . . . . . . 1.9 3.8 3.4 . . . . . . 2.6 1.7

2,050.00–2,099.90 . . . . . . 1.7 4.3 2.4 . . . . . . 1.9 1.3

2,100.00–2,149.90 . . . . . . 1.4 3.8 3.5 . . . . . . 1.8 1.3

2,150.00–2,199.90 . . . . . . 1.2 3.2 2.9 . . . . . . 1.9 1.5

2,200.00–2,249.90 . . . . . . 1.1 2.8 2.9 . . . . . . 1.8 1.4

2,250.00–2,299.90 . . . . . . 0.9 2.9 2.3 . . . . . . 1.3 1.0

2,300.00–2,349.90 . . . . . . 0.8 2.7 2.2 . . . . . .. . . 1.3 1.3

2,350.00–2,399.90 . . . . . . 0.7 2.6 1.8 . . . . . . 1.1 0.8

2,400.00–2,449.90 . . . . . . 0.6 2.1 2.1 . . . . . . 1.3 0.7

2,450.00–2,499.90 . . . . . . 0.5 1.8 2.4 . . . . . . 0.8 0.4

2,500.00–2,549.90 . . . . . . 0.4 1.6 2.1 . . . . . . 0.6 0.7

2,550.00–2,599.90 . . . . . . 0.4 1.6 1.6 . . . . . . 0.5 0.3

2,600.00–2,649.90 . . . . . . 0.4 1.4 1.4 . . . . . . 0.2 0.4

2,650.00–2,699.90 . . . . . . 0.3 0.8 1.0 . . . . . . 0.4 0.3

2,700.00 or more . . . . . . 1.3 5.4 8.0 . . . . . . 1.1 1.1

Average monthly family benefit (dollars) 1,003.80 774.60 1,494.20 1,777.30 1,730.10 931.90 696.40 1,468.10 1,352.50
5.H OASDI Current-Pay Benefits: Beneficiary Families

5.64 ♦ Annual Statistical Supplement, 2003

Table 5.H4—Percentage distribution of survivor families, by monthly benefit for selected family groups,

December 2002

Monthly family benefit (dollars)

Widowed mother or father and— Children only Widow only

1

child

2

children

3 or more

children

1

child

2

children

3 or more

children Nondisabled Disabled

Total

Number 98,040 62,190 27,990 803,890 204,100 80,820 4,353,130 180,810

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 200.00 0.2 0.1 0.3 3.4 1.2 1.2 0.7 9.9

200.00–249.90 0.2 0.2 0.4 2.0 0.9 1.3 0.8 4.9

250.00–299.90 0.4 0.3 0.4 2.0 1.2 1.6 1.3 4.9

300.00–349.90 0.4 0.4 0.6 6.8 1.5 2.0 1.9 5.5

350.00–399.90 0.6 0.6 0.8 7.0 1.5 2.2 2.0 6.9

400.00–449.90 0.7 0.5 0.6 7.4 1.5 2.1 2.5 6.9

450.00–499.90 0.9 0.6 0.6 7.3 2.0 2.3 2.9 7.1

500.00–549.90 0.5 0.6 1.1 7.1 1.7 2.0 3.2 6.8

550.00–599.90 0.6 0.7 1.1 7.6 1.4 1.9 3.7 5.9

600.00–649.90 1.0 0.7 0.9 7.4 1.7 1.9 4.6 5.7

650.00–699.90 1.1 0.9 1.4 6.9 2.0 2.3 5.2 5.5

700.00–749.90 1.9 1.3 2.3 5.8 3.1 3.4 6.0 5.2

750.00–799.90 2.4 1.8 3.3 5.1 3.6 3.9 6.2 4.2

800.00–849.90 2.6 2.1 2.6 4.4 4.0 4.2 6.8 3.9

850.00–899.90 2.7 2.4 3.6 3.8 4.1 3.9 7.4 3.2

900.00–949.90 2.7 2.7 3.8 3.4 3.8 3.9 7.6 4.2

950.00–999.90 2.8 2.0 3.1 3.5 4.1 3.5 7.1 3.4

1,000.00–1,049.90 2.9 1.6 2.6 2.7 3.8 3.0 6.1 2.4

1,050.00–1,099.90 3.0 2.0 2.0 2.0 3.6 2.7 5.1 1.6

1,100.00–1,149.90 3.1 1.5 1.5 a 4.3

a. $1,100 or more.

3.7 2.0 4.0 a 1.6

1,150.00–1,199.90 3.2 1.3 1.6 . . . 3.4 1.8 3.1 . . .

1,200.00–1,249.90 3.1 1.6 2.2 . . . 3.3 1.7 2.6 . . .

1,250.00–1,299.90 3.4 1.6 1.1 . . . 3.2 1.7 2.1 . . .

1,300.00–1,349.90 3.3 1.5 2.1 . . . 3.0 1.5 1.8 . . .

1,350.00–1,399.90 3.3 2.1 1.7 . . . 2.7 1.8 1.2 . . .

1,400.00–1,449.90 3.2 1.9 1.2 . . . 2.6 1.9 0.9 . . .

1,450.00–1,499.90 2.9 1.6 2.2 . . . 2.3 1.8 0.6 . . .

1,500.00–1,549.90 3.1 2.3 2.1 . . . 2.3 1.4 b 2.2

b. $1,500 or more.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

. . .

1,550.00–1,599.90 3.0 1.7 1.6 . . . 1.9 1.7 . . . . . .

1,600.00–1,649.90 2.6 1.6 1.9 . . . 1.9 1.6 . . . . . .

1,650.00–1,699.90 3.0 2.2 1.3 . . . 1.8 1.7 . . . . . .

1,700.00–1,749.90 2.4 2.0 1.5 . . . 1.7 1.5 . . . . . .

1,750.00–1,799.90 2.5 2.4 2.1 . . . 1.6 1.6 . . . . . .

1,800.00–1,849.90 2.5 2.4 2.1 . . . 1.4 1.7 . . . . . .

1,850.00–1,899.90 2.7 2.8 1.5 . . . 1.5 1.7 . . . . . .

1,900.00–1,949.90 2.7 2.4 2.6 . . . 1.6 1.6 . . . . . .

1,950.00–1,999.90 2.5 2.5 1.9 . . . 1.6 1.9 . . . . . .

2,000.00–2,049.90 2.5 2.5 2.9 . . . 1.4 1.5 . . . . . .

2,050.00–2,099.90 2.3 2.4 2.0 . . . 1.3 1.5 . . . . . .

2,100.00–2,149.90 2.1 2.6 2.4 . . . 1.4 1.4 . . . . . .

2,150.00–2,199.90 2.0 2.3 1.7 . . . 1.2 1.5 . . . . . .

2,200.00–2,249.90 1.9 2.1 2.2 . . . 1.1 0.9 . . . . . .

2,250.00–2,299.90 1.7 2.8 1.8 . . . 0.9 1.3 . . . . . .

2,300.00–2,349.90 1.3 2.9 1.6 . . . 0.9 1.2 . . . . . .

2,350.00–2,399.90 1.4 2.2 1.4 . . . 0.8 1.0 . . . . . .

2,400.00–2,449.90 1.0 2.0 2.0 . . . 0.8 1.0 . . . . . .

2,450.00–2,499.90 0.8 1.8 1.3 . . . 0.5 1.0 . . . . . .

2,500.00–2,549.90 0.6 1.9 1.2 . . . 0.3 0.8 . . . . . .

2,550.00–2,599.90 0.4 1.5 1.2 . . . 0.3 0.8 . . . . . .

2,600.00–2,649.90 0.4 1.9 1.4 . . . 0.3 0.8 . . . . . .

2,650.00–2,699.90 0.4 1.5 1.3 . . . 0.2 0.6 . . . . . .

2,700.00 or more 0.9 12 .4 11.6 . . . 0.4 4.4 . . . . . .

Average monthly family benefit (dollars) 1,473.20 1,812.10 1,664.50 620.30 1,224.80 1,306.30 863.40 550.80
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.65

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Unnegotiated checks not deducted. Excludes lump-sum death payments. 

CONTACT: Rona Blumenthal (410) 965-0163 or Cherice N. Jefferies (410) 965-5520.

Table 5.J1—Estimated total benefits paid, by state or other area and program, 2002 (in millions of dollars)

State or area Total, OASDI Retirement Survivors Disability

All areas 453,601 303,983 83,973 65,645

Alabama 7,885 4,695 1,598 1,592

Alaska 545 344 106 95

Arizona 8,240 5,727 1,323 1,190

Arkansas 4,749 2,908 896 945

California 42,331 29,237 7,414 5,679

Colorado 5,280 3,550 973 758

Connecticut 6,247 4,587 959 702

Delaware 1,445 989 247 210

District of Columbia 624 416 114 94

Florida 32,019 22,871 5,164 3,984

Georgia 10,799 6,754 2,045 1,999

Hawaii 1,855 1,393 273 189

Idaho 1,951 1,340 343 268

Illinois 19,186 13,131 3,728 2,327

Indiana 10,381 6,984 1,970 1,427

Iowa 5,348 3,711 1,029 608

Kansas 4,440 3,076 840 524

Kentucky 6,930 3,913 1,418 1,599

Louisiana 6,581 3,701 1,693 1,187

Maine 2,321 1,500 404 416

Maryland 7,426 5,063 1,408 955

Massachusetts 10,538 7,225 1,744 1,568

Michigan 17,636 11,663 3,386 2,587

Minnesota 7,412 5,206 1,349 858

Mississippi 4,641 2,652 931 1,058

Missouri 9,866 6,461 1,818 1,587

Montana 1,525 1,028 286 212

Nebraska 2,773 1,936 522 315

Nevada 3,121 2,199 462 460

New Hampshire 2,083 1,442 335 306

New Jersey 14,828 10,605 2,474 1,750

New Mexico 2,589 1,698 486 404

New York 31,358 21,651 5,216 4,491

North Carolina 13,284 8,685 2,171 2,428

North Dakota 1,056 705 240 110

Ohio 19,349 12,750 4,144 2,455

Oklahoma 5,712 3,704 1,156 852

Oregon 5,847 4,087 999 761

Pennsylvania 24,235 16,587 4,731 2,917

Rhode Island 1,892 1,323 280 289

South Carolina 6,763 4,291 1,166 1,307

South Dakota 1,242 842 258 142

Tennessee 9,652 6,035 1,854 1,763

Texas 25,804 16,782 5,598 3,424

Utah 2,439 1,719 432 288

Vermont 1,022 689 173 160

Virginia 10,284 6,739 1,883 1,663

Washington 8,907 6,212 1,498 1,197

West Virginia 3,874 2,136 891 847

Wisconsin 9,239 6,543 1,632 1,064

Wyoming 777 543 131 103

Outlying areas

American Samoa 32 10 10 12

Guam 77 47 19 11

Northern Mariana Islands 9531

Puerto Rico 4,509 2,235 909 1,365

Virgin Islands 118 83 19 16

Foreign countries 2,492 1,556 812 124
5.J OASDI Current-Pay Benefits: Geographic Data

5.66 ♦ Annual Statistical Supplement, 2003

Table 5.J2—Number, by state or other area, program, and type of benefit, December 2002

State or area Total a

a. Includes special age-72 beneficiaries.

Retirement Survivors Disability

Retired

 workers Spouses Children

Widow(er)s

and parents Children

Disabled

 workers Spouses Children

All areas b

b. Includes beneficiaries with unknown state code.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

46,452,550 29,203,660 2,681,090 477,380 4,965,150 1,905,050 5,535,860 151,260 1,533,090

Alabama 856,990 472,820 45,420 9,930 101,890 41,870 139,260 4,320 41,480

Alaska 58,980 34,430 2,650 1,040 5,090 4,800 8,110 150 2,710

Arizona 834,520 543,980 48,910 7,470 76,480 30,880 97,760 2,410 26,630

Arkansas 528,840 302,380 27,860 5,100 59,730 22,880 84,890 2,130 23,870

California 4,304,080 2,778,110 279,830 52,340 417,640 170,620 474,520 11,940 119,080

Colorado 549,870 348,260 36,200 4,670 56,640 21,680 64,170 1,430 16,820

Connecticut 581,160 405,620 25,540 5,560 50,760 19,920 56,890 990 15,880

Delaware 140,960 91,780 6,920 1,490 13,540 5,220 17,220 300 4,490

District of Columbia 73,280 47,980 2,700 710 7,320 4,530 8,840 50 1,150

Florida 3,278,010 2,222,990 178,280 31,380 304,890 108,130 336,340 7,760 88,240

Georgia 1,146,950 676,110 52,380 11,050 121,630 62,240 171,920 4,160 47,460

Hawaii 193,220 137,430 9,520 2,640 16,310 6,740 15,680 500 4,400

Idaho 204,970 131,560 13,350 1,580 20,080 8,090 23,300 680 6,330

Illinois 1,862,070 1,209,350 101,290 19,010 204,370 80,490 189,620 4,100 53,840

Indiana 1,012,160 641,590 53,820 8,850 109,760 41,220 119,440 2,800 34,680

Iowa 542,290 354,510 36,470 4,000 62,690 16,860 53,210 1,120 13,430

Kansas 441,780 288,040 26,370 3,400 48,210 16,560 45,290 720 13,190

Kentucky 754,480 394,930 45,610 7,060 94,640 31,220 135,740 6,090 39,190

Louisiana 725,200 370,860 55,180 9,880 107,620 44,010 97,970 5,080 34,600

Maine 258,140 156,590 13,580 2,390 25,870 8,320 38,580 1,000 11,810

Maryland 743,760 487,150 36,780 7,020 77,060 37,770 77,560 1,140 19,280

Massachusetts 1,062,670 695,490 48,410 10,030 99,900 35,070 133,310 2,240 38,220

Michigan 1,677,280 1,036,350 98,640 17,400 186,000 70,980 202,770 5,060 60,080

Minnesota 755,250 503,150 46,520 6,140 79,400 25,450 74,630 1,030 18,930

Mississippi 531,390 280,600 22,960 7,270 59,610 31,720 94,250 3,030 31,950

Missouri 1,021,950 629,860 54,460 8,820 107,180 42,810 137,200 3,180 38,440

Montana 161,580 101,850 10,630 1,620 17,260 6,350 18,290 640 4,940

Nebraska 287,040 188,370 19,190 2,310 30,970 9,840 28,230 460 7,670

Nevada 314,120 214,020 14,560 3,180 25,620 10,630 36,790 560 8,760

New Hampshire 207,860 137,330 8,970 1,690 18,220 7,540 25,450 440 8,220

New Jersey 1,363,370 936,660 57,290 13,130 131,330 50,380 134,980 3,050 36,550

New Mexico 289,570 172,710 20,750 3,700 30,050 14,940 35,460 1,430 10,530

New York 3,024,130 1,975,090 145,380 35,600 288,840 112,990 355,400 9,450 101,380

North Carolina 1,406,150 873,480 56,740 11,140 134,770 59,180 211,470 4,230 55,140

North Dakota 113,960 70,750 9,890 860 16,050 3,610 9,980 220 2,600

Ohio 1,929,680 1,185,340 136,640 17,960 245,960 74,140 209,210 5,080 55,350

Oklahoma 605,840 371,420 35,700 5,510 71,220 27,660 73,620 2,390 18,320

Oregon 587,580 389,090 34,650 5,320 57,550 19,670 65,490 1,640 14,170

Pennsylvania 2,376,520 1,549,200 134,550 19,220 277,320 81,970 242,990 6,820 64,450

Rhode Island 191,490 129,110 6,430 1,560 15,780 6,290 24,950 490 6,880

South Carolina 718,990 431,300 29,620 6,400 70,620 35,960 111,370 2,400 31,320

South Dakota 137,630 87,270 10,050 1,100 16,130 6,000 13,000 220 3,860

Tennessee 1,028,360 600,670 53,710 9,730 116,010 48,130 154,500 4,690 40,920

Texas 2,730,970 1,637,500 194,710 32,340 338,350 138,680 293,030 11,280 85,080

Utah 250,840 162,740 17,420 2,870 22,160 13,090 24,050 490 8,020

Vermont 106,860 67,710 5,590 1,140 10,220 3,810 13,780 340 4,270

Virginia 1,072,310 665,380 56,990 9,650 113,500 44,380 139,550 3,880 38,980

Washington 874,040 573,430 52,980 8,080 82,980 30,910 100,830 1,940 22,890

West Virginia 398,700 202,840 28,770 3,940 57,400 16,450 68,190 3,830 17,280

Wisconsin 915,290 615,570 50,700 7,540 93,110 31,460 91,260 1,250 24,400

Wyoming 79,190 52,300 4,710 540 7,240 3,190 8,560 230 2,420

Outlying areas

American Samoa 5,470 1,440 200 320 550 930 1,210 50 770

Guam 11,700 6,020 1,060 630 1,110 1,330 960 110 480

Northern Mariana Islands 1,770 830 90 270 210 250 90 0 30

Puerto Rico 688,140 310,030 54,200 15,640 81,360 39,000 131,340 9,370 47,200

Virgin Islands 14,560 9,230 940 490 1,200 890 1,260 70 480

Foreign countries 414,360 241,050 57,840 7,530 77,420 14,720 11,820 770 3,210
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.67

Table 5.J3—Number and total monthly benefits for beneficiaries aged 65 or older, by state or other area and sex, 

December 2002

State or area

Number Total monthly benefits (thousands of dollars)

Total Men Women Total Men Women

All areasa

a. Includes beneficiaries with unknown state code.

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

33,179,470 13,862,580 19,316,890 28,668,611 13,949,974 14,718,638

Alabama 548,630 221,790 326,840 446,378 212,722 233,656

Alaska 35,920 17,370 18,550 30,371 16,807 13,563

Arizona 598,020 263,980 334,040 526,736 269,668 257,068

Arkansas 345,960 142,870 203,090 274,333 132,396 141,937

California 3,160,870 1,369,690 1,791,180 2,754,675 1,371,749 1,382,926

Colorado 397,170 170,880 226,290 334,595 169,223 165,372

Connecticut 446,780 182,550 264,230 429,059 204,956 224,103

Delaware 100,470 42,200 58,270 91,513 44,875 46,638

District of Columbia 54,150 21,220 32,930 40,009 17,868 22,141

Florida 2,449,600 1,064,860 1,384,740 2,126,691 1,070,026 1,056,665

Georgia 749,670 302,840 446,830 627,191 298,821 328,371

Hawaii 148,730 64,510 84,220 126,769 62,024 64,745

Idaho 146,580 64,390 82,190 123,855 63,812 60,042

Illinois 1,374,970 561,740 813,230 1,251,207 594,491 656,716

Indiana 719,680 292,140 427,540 654,427 311,072 343,355

Iowa 413,640 170,590 243,050 355,226 172,584 182,643

Kansas 331,580 136,090 195,490 295,096 142,148 152,948

Kentucky 473,630 194,530 279,100 379,021 182,789 196,232

Louisiana 471,440 194,540 276,900 371,366 182,464 188,901

Maine 178,120 75,510 102,610 142,810 70,511 72,298

Maryland 544,120 222,330 321,790 476,844 225,623 251,222

Massachusetts 784,910 316,240 468,670 690,555 324,759 365,796

Michigan 1,178,500 489,490 689,010 1,092,606 533,032 559,574

Minnesota 568,590 236,770 331,820 486,788 238,341 248,447

Mississippi 320,560 129,180 191,380 250,722 118,972 131,750

Missouri 709,180 293,160 416,020 606,710 293,416 313,295

Montana 115,210 50,670 64,540 96,010 49,044 46,966

Nebraska 219,300 90,500 128,800 186,168 90,332 95,836

Nevada 223,520 105,350 118,170 197,832 105,789 92,043

New Hampshire 148,790 63,570 85,220 132,981 66,474 66,507

New Jersey 1,034,480 418,490 615,990 999,464 470,357 529,107

New Mexico 197,550 88,040 109,510 157,552 81,897 75,655

New York 2,191,890 889,330 1,302,560 2,022,647 945,897 1,076,750

North Carolina 948,750 384,190 564,560 797,203 377,639 419,565

North Dakota 88,470 36,860 51,610 70,282 34,650 35,632

Ohio 1,416,190 580,440 835,750 1,238,681 600,737 637,944

Oklahoma 425,390 176,670 248,720 351,715 169,244 182,471

Oregon 429,740 184,950 244,790 377,266 188,366 188,899

Pennsylvania 1,782,230 716,130 1,066,100 1,590,637 751,828 838,808

Rhode Island 140,160 56,010 84,150 123,542 57,036 66,506

South Carolina 467,860 190,710 277,150 392,460 188,265 204,195

South Dakota 103,890 43,490 60,400 81,826 40,170 41,656

Tennessee 679,240 274,900 404,340 565,676 269,236 296,439

Texas 1,928,380 823,490 1,104,890 1,609,493 807,996 801,498

Utah 181,780 79,760 102,020 158,298 82,219 76,079

Vermont 75,210 31,950 43,260 64,392 31,800 32,593

Virginia 747,420 308,530 438,890 630,981 304,406 326,574

Washington 637,350 273,830 363,520 574,381 287,543 286,838

West Virginia 256,140 104,530 151,610 213,051 102,249 110,802

Wisconsin 683,440 287,200 396,240 607,077 298,945 308,132

Wyoming 57,290 26,040 31,250 49,570 26,468 23,102

Outlying areas

American Samoa 1,700 810 890 872 493 379

Guam 6,900 3,610 3,290 4,094 2,441 1,653

Northern Mariana Islands 810 480 330 391 251 140

Puerto Rico 383,690 172,280 211,410 210,369 108,572 101,797

Virgin Islands 9,650 4,490 5,160 7,014 3,668 3,346

Foreign countries 343,130 152,180 190,950 169,174 79,321 89,853
5.J OASDI Current-Pay Benefits: Geographic Data

5.68 ♦ Annual Statistical Supplement, 2003

Table 5.J4—Total monthly benefits, by state or other area, program, and type of benefit, December 2002

(in thousands of dollars)

State or area Total a

a. Includes special age-72 beneficiaries.

Retirement Survivors Disability

Retired

 workers Spouses Children

Widow(er)s

and parents Children

Disabled

 workers Spouses Children

All areas b

b. Includes beneficiaries with unknown state code. 

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181. 

37,860,478 26,138,251 1,211,506 204,168 4,168,290 1,112,937 4,617,688 32,004 375,634

Alabama 649,917 401,816 20,136 4,112 77,766 23,170 112,153 872 9,893

Alaska 45,333 29,880 1,101 430 3,925 2,707 6,632 26 633

Arizona 696,137 495,097 22,624 3,075 66,320 17,437 84,574 523 6,488

Arkansas 392,744 250,129 11,638 2,067 44,325 12,010 66,715 387 5,473

California 3,550,271 2,502,388 125,391 21,754 364,068 101,173 402,839 2,514 30,144

Colorado 441,260 303,952 16,375 2,078 48,096 13,150 52,962 287 4,360

Connecticut 527,872 398,045 13,294 2,726 47,522 12,885 49,130 181 4,089

Delaware 121,606 85,901 3,447 675 12,201 3,253 14,900 59 1,170

District of Columbia 52,002 36,347 1,066 262 5,106 2,060 6,870 15 276

Florida 2,706,240 1,980,797 81,499 13,030 263,849 61,782 281,714 1,706 21,864

Georgia 896,372 585,730 23,827 4,735 94,277 35,019 140,267 846 11,673

Hawaii 158,309 121,403 4,051 1,096 13,259 3,989 13,282 115 1,114

Idaho 164,248 114,857 6,073 721 17,135 4,704 19,166 136 1,456

Illinois 1,599,734 1,130,179 49,010 8,745 184,255 49,382 163,388 914 13,860

Indiana 865,504 601,446 26,331 4,272 98,253 25,816 100,486 609 8,291

Iowa 446,362 316,614 16,832 1,901 54,312 10,285 42,840 253 3,326

Kansas 371,126 264,147 12,552 1,560 43,177 9,790 36,679 152 3,070

Kentucky 566,640 332,649 19,338 2,843 71,725 17,608 111,583 1,340 9,554

Louisiana 532,896 307,854 23,644 3,786 83,040 23,627 81,744 1,127 8,073

Maine 193,422 128,988 5,932 991 20,681 4,895 29,362 162 2,412

Maryland 620,451 438,753 17,193 3,236 66,050 22,436 67,287 284 5,211

Massachusetts 881,448 625,667 22,789 4,381 87,232 22,045 109,570 432 9,333

Michigan 1,466,023 998,788 49,133 8,304 167,906 44,131 180,910 1,120 15,732

Minnesota 621,997 447,573 21,269 2,850 68,394 16,169 60,907 221 4,613

Mississippi 380,924 228,521 9,706 2,777 42,431 16,389 73,448 551 7,102

Missouri 821,032 556,480 24,663 4,011 89,568 24,796 111,841 637 9,036

Montana 127,349 87,770 4,745 629 14,378 3,694 14,878 128 1,128

Nebraska 231,935 165,277 8,720 1,081 26,887 5,869 22,221 88 1,792

Nevada 265,838 193,273 6,607 1,364 22,577 6,648 32,990 137 2,242

New Hampshire 175,303 125,599 4,333 798 16,180 4,819 21,321 108 2,144

New Jersey 1,248,339 925,886 28,589 6,254 122,156 32,628 121,825 715 10,286

New Mexico 215,872 144,210 8,560 1,398 23,367 7,330 28,341 284 2,381

New York 2,625,447 1,873,672 68,753 16,078 256,251 69,646 313,305 2,108 25,634

North Carolina 1,113,275 758,816 25,780 4,889 103,736 33,530 172,007 808 13,709

North Dakota 87,116 59,034 4,182 372 13,103 1,940 7,789 55 642

Ohio 1,599,757 1,080,240 64,103 8,194 215,807 44,475 172,378 1,257 13,302

Oklahoma 474,221 318,030 15,575 2,393 57,694 15,395 60,167 521 4,446

Oregon 491,776 352,027 16,108 2,448 50,940 12,050 54,204 395 3,603

Pennsylvania 2,020,060 1,425,729 64,892 9,038 246,111 50,411 206,779 1,480 15,621

Rhode Island 158,808 115,526 3,014 635 13,834 3,809 20,353 90 1,546

South Carolina 564,192 374,159 13,575 2,835 53,706 19,963 91,685 489 7,780

South Dakota 103,560 71,742 4,238 423 12,969 3,252 10,004 36 896

Tennessee 800,370 519,970 24,207 4,144 90,683 26,607 123,814 940 10,006

Texas 2,143,664 1,426,720 85,743 12,545 275,005 78,605 242,161 2,338 20,547

Utah 205,381 146,405 8,290 1,352 19,738 7,702 19,815 95 1,984

Vermont 85,696 59,756 2,499 491 8,544 2,293 11,043 65 1,007

Virginia 857,390 582,112 26,009 4,340 91,110 26,803 116,497 869 9,650

Washington 750,117 534,372 25,621 3,811 74,853 19,437 85,400 478 6,145

West Virginia 314,305 178,987 12,685 1,630 46,203 9,650 59,786 939 4,425

Wisconsin 776,678 564,521 23,917 3,718 82,919 19,707 75,597 285 6,015

Wyoming 65,333 46,796 2,203 268 6,271 1,984 7,177 52 583

Outlying areas

American Samoa 2,431 777 49 104 259 347 752 6 137

Guam 6,327 3,757 305 197 664 575 711 21 96

Northern Mariana Islands 707 390 16 48 83 127 35 0 8

Puerto Rico 364,396 183,671 15,149 4,238 42,181 15,268 93,628 1,556 8,705

Virgin Islands 9,993 7,074 345 178 796 424 1,044 14 117

Foreign countries 202,021 126,163 13,570 1,800 44,169 6,946 8,490 164 720
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.69

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J5—Number, by state or other area and age, December 2002

State or area

Total,

all ages

17 or

under 18–54 55–61 62–64 65–69 70–74 75–79 80–84 85–89 90–99

100 or

older

All areas a

a. Includes beneficiaries with unknown state code.

46,452,550 3,042,100 4,137,120 2,055,320 4,038,540 8,986,050 8,070,420 6,966,500 4,987,170 2,736,850 1,392,400 40,080

Alabama 856,990 73,410 102,900 52,920 79,130 160,400 135,980 111,680 76,570 41,930 21,570 500

Alaska 58,980 7,540 6,750 2,650 6,120 12,390 9,170 6,980 4,460 1,960 960 0

Arizona 834,520 54,440 70,000 34,410 77,650 167,050 148,960 125,140 89,190 45,830 21,260 590

Arkansas 528,840 41,230 59,000 32,450 50,200 99,110 83,650 71,150 49,820 27,600 14,140 490

California 4,304,080 274,730 355,310 169,470 343,700 853,690 765,000 663,830 485,940 258,730 130,080 3,600

Colorado 549,870 35,860 47,570 21,520 47,750 113,560 98,080 80,730 57,420 30,970 16,050 360

Connecticut 581,160 31,190 43,380 19,850 39,960 106,450 103,980 97,190 73,870 42,700 21,880 710

Delaware 140,960 9,000 12,480 5,930 13,080 28,420 25,470 21,010 14,350 7,560 3,540 120

District of Columbia 73,280 4,750 6,970 2,860 4,550 13,340 12,530 11,450 8,700 5,160 2,860 110

Florida 3,278,010 186,630 237,040 125,990 278,750 633,480 600,820 532,050 379,950 200,860 100,030 2,410

Georgia 1,146,950 96,140 124,480 65,930 110,730 229,080 186,700 145,970 102,530 56,190 28,380 820

Hawaii 193,220 11,200 12,610 5,750 14,930 37,310 36,860 33,450 22,710 12,140 6,040 220

Idaho 204,970 13,040 16,680 8,640 20,030 40,700 35,990 29,810 21,140 12,450 6,340 150

Illinois 1,862,070 116,090 149,890 69,430 151,690 359,720 324,260 289,100 213,010 123,520 63,510 1,850

Indiana 1,012,160 64,140 92,170 43,670 92,500 194,810 174,020 153,270 107,240 58,630 30,750 960

Iowa 542,290 24,170 41,490 18,210 44,780 102,250 96,340 86,640 66,000 39,510 22,200 700

Kansas 441,780 25,840 34,660 15,510 34,190 83,050 77,440 68,750 52,930 30,510 18,320 580

Kentucky 754,480 59,090 100,480 49,860 71,420 137,610 116,410 98,100 66,420 35,850 18,890 350

Louisiana 725,200 68,150 81,670 38,490 65,450 131,550 119,710 99,480 67,060 34,910 18,180 550

Maine 258,140 17,150 28,900 12,940 21,030 48,360 43,350 37,730 26,530 14,030 7,920 200

Maryland 743,760 52,150 58,230 27,660 61,600 149,010 133,210 114,790 82,190 42,420 21,770 730

Massachusetts 1,062,670 63,220 101,720 42,530 70,290 190,940 183,940 169,170 127,550 73,470 38,700 1,140

Michigan 1,677,280 111,790 156,820 74,840 155,330 313,880 284,050 252,980 180,790 97,860 47,330 1,610

Minnesota 755,250 36,700 58,950 24,630 66,380 148,720 132,340 116,810 86,760 54,290 28,690 980

Mississippi 531,390 56,780 71,260 34,780 48,010 93,900 78,840 64,920 44,950 23,940 13,380 630

Missouri 1,021,950 70,510 100,130 49,670 92,460 192,830 172,440 146,070 105,610 59,780 31,430 1,020

Montana 161,580 10,200 13,410 6,490 16,270 31,660 27,960 22,910 17,730 9,840 5,010 100

Nebraska 287,040 15,150 21,350 9,610 21,630 56,010 51,990 44,740 33,940 20,570 11,730 320

Nevada 314,120 19,730 23,190 14,200 33,480 72,440 59,810 44,550 28,170 13,370 5,070 110

New Hampshire 207,860 13,810 19,790 7,920 17,550 39,780 37,520 31,450 21,830 11,710 6,260 240

New Jersey 1,363,370 77,560 100,110 50,640 100,580 263,910 249,910 222,950 162,230 90,860 43,590 1,030

New Mexico 289,570 23,940 27,720 12,190 28,170 57,580 49,940 40,900 26,780 14,920 7,210 220

New York 3,024,130 188,280 263,400 134,430 246,130 571,740 526,160 463,270 334,540 191,220 101,690 3,270

North Carolina 1,406,150 98,360 145,520 81,490 132,030 278,440 234,790 195,690 133,920 70,530 34,330 1,050

North Dakota 113,960 4,740 7,820 3,430 9,500 21,360 20,530 18,550 13,970 8,810 5,090 160

Ohio 1,929,680 105,870 163,060 77,850 166,710 369,970 344,420 308,540 218,630 117,180 55,750 1,700

Oklahoma 605,840 39,810 52,930 29,190 58,520 120,150 105,310 86,990 60,710 33,370 18,320 540

Oregon 587,580 30,520 47,170 23,640 56,510 111,990 99,450 90,680 68,280 39,100 19,870 370

Pennsylvania 2,376,520 121,580 184,330 91,560 196,820 438,550 429,930 394,630 284,760 157,740 74,710 1,910

Rhode Island 191,490 11,110 18,020 8,550 13,650 32,120 31,570 31,950 24,040 13,720 6,580 180

South Carolina 718,990 57,670 78,230 44,170 71,060 140,150 117,130 95,900 64,980 33,290 15,890 520

South Dakota 137,630 8,180 10,520 4,380 10,660 25,910 24,620 20,860 16,490 10,040 5,760 210

Tennessee 1,028,360 76,500 111,960 59,170 101,490 200,030 168,520 137,580 94,900 51,680 25,730 800

Texas 2,730,970 205,410 231,970 115,520 249,690 567,370 483,670 391,840 268,160 141,210 74,210 1,920

Utah 250,840 19,920 19,630 8,250 21,260 52,110 44,500 36,940 26,650 14,430 7,050 100

Vermont 106,860 6,880 10,790 4,660 9,320 20,730 18,530 14,980 11,130 6,440 3,310 90

Virginia 1,072,310 72,740 101,940 51,640 98,570 216,180 185,390 152,740 107,390 57,120 27,740 860

Washington 874,040 48,090 73,860 35,640 79,100 173,860 149,780 130,560 100,020 53,750 28,620 760

West Virginia 398,700 26,040 49,480 28,280 38,760 71,670 63,060 54,910 36,470 20,240 9,520 270

Wisconsin 915,290 45,470 70,890 32,670 82,820 176,700 161,580 142,390 106,420 62,670 32,730 950

Wyoming 79,190 4,950 6,450 3,250 7,250 16,690 14,620 11,450 7,810 4,380 2,260 80

Outlying areas

American Samoa 5,470 1,990 760 520 500 860 350 330 110 20 30 0

Guam 11,700 2,260 1,120 320 1,100 2,980 1,870 1,310 510 180 50 0

Northern Mariana Islands 1,770 490 200 60 210 410 240 80 50 30 0 0

Puerto Rico 688,140 77,460 96,060 57,040 73,890 120,840 94,660 73,100 51,020 28,710 15,000 360

Virgin Islands 14,560 1,400 990 720 1,800 3,590 2,430 1,770 1,030 470 350 10

Foreign countries 414,360 20,060 12,590 7,160 31,420 87,590 89,910 73,400 50,560 26,380 14,720 570
5.J OASDI Current-Pay Benefits: Geographic Data

5.70 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed to 

be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J5.1—Number, by state or other area, race, and sex, December 2002

State or area

All races Adult beneficiaries

Total a

a. Includes 152,770 persons of unknown race. 

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Men Women

All areas c

c. Includes beneficiaries with unknown state code.

46,452,550 39,417,390 4,784,360 2,098,030 18,272,420 24,264,430

Alabama 856,990 645,900 195,280 14,280 322,670 441,040

Alaska 58,980 45,320 2,090 11,380 24,750 25,680

Arizona 834,520 759,480 22,060 50,940 344,030 425,510

Arkansas 528,840 452,550 66,010 9,280 204,630 272,360

California 4,304,080 3,472,290 304,110 509,550 1,744,370 2,217,670

Colorado 549,870 506,430 19,280 22,140 221,890 284,810

Connecticut 581,160 523,900 37,900 16,690 226,720 313,080

Delaware 140,960 116,210 21,340 3,080 55,220 74,540

District of Columbia 73,280 18,390 51,860 2,630 27,730 39,160

Florida 3,278,010 2,846,330 311,820 107,970 1,349,160 1,701,100

Georgia 1,146,950 841,820 277,440 25,030 429,550 596,650

Hawaii 193,220 52,030 2,130 138,120 79,880 99,560

Idaho 204,970 198,060 450 5,740 85,200 103,770

Illinois 1,862,070 1,552,480 242,170 61,730 717,830 990,900

Indiana 1,012,160 919,870 75,000 14,750 388,140 539,270

Iowa 542,290 525,900 8,610 6,410 215,630 292,370

Kansas 441,780 409,300 21,640 9,560 171,330 237,300

Kentucky 754,480 695,080 45,220 12,370 297,020 379,990

Louisiana 725,200 507,980 199,710 15,490 278,300 358,410

Maine 258,140 250,180 800 6,110 104,080 131,540

Maryland 743,760 547,970 169,200 24,460 284,510 395,180

Massachusetts 1,062,670 976,960 42,210 37,770 408,880 570,470

Michigan 1,677,280 1,430,850 207,600 34,490 654,440 874,370

Minnesota 755,250 723,770 13,260 15,550 300,360 404,370

Mississippi 531,390 361,680 159,910 8,800 194,850 265,600

Missouri 1,021,950 913,690 91,450 14,470 397,800 534,080

Montana 161,580 154,370 340 6,340 67,570 81,100

Nebraska 287,040 271,440 9,120 5,840 112,030 155,190

Nevada 314,120 273,560 20,930 18,800 138,170 153,380

New Hampshire 207,860 201,970 1,080 4,120 82,740 107,670

New Jersey 1,363,370 1,147,580 153,330 57,370 520,870 742,440

New Mexico 289,570 252,570 5,190 30,820 118,730 141,670

New York 3,024,130 2,457,190 367,960 183,250 1,161,960 1,612,200

North Carolina 1,406,150 1,095,910 276,470 30,970 536,630 744,060

North Dakota 113,960 109,910 230 3,290 45,930 60,960

Ohio 1,929,680 1,710,540 184,450 28,350 755,080 1,027,150

Oklahoma 605,840 545,790 34,570 23,890 237,330 317,020

Oregon 587,580 561,590 7,410 16,860 242,390 306,030

Pennsylvania 2,376,520 2,146,570 180,640 43,460 916,950 1,293,930

Rhode Island 191,490 177,660 6,300 6,510 73,650 103,110

South Carolina 718,990 524,030 182,380 10,730 272,050 373,260

South Dakota 137,630 130,480 490 6,330 54,330 72,340

Tennessee 1,028,360 884,220 126,590 15,460 390,850 538,730

Texas 2,730,970 2,288,240 296,540 139,010 1,078,470 1,396,400

Utah 250,840 239,410 1,580 9,070 101,070 125,790

Vermont 106,860 103,880 440 1,880 42,950 54,690

Virginia 1,072,310 844,270 196,580 28,620 416,220 563,080

Washington 874,040 805,480 21,750 44,030 358,970 453,190

West Virginia 398,700 379,540 10,990 7,360 162,130 198,900

Wisconsin 915,290 863,860 34,520 13,970 367,510 484,380

Wyoming 79,190 76,420 340 2,160 33,920 39,120

Outlying areas

American Samoa 5,470 380 20 5,070 1,590 1,860

Guam 11,700 1,320 300 9,950 4,690 4,570

Northern Mariana Islands 1,770 210 30 1,520 590 630

Puerto Rico 688,140 527,080 50,890 106,440 267,940 318,360

Virgin Islands 14,560 2,760 10,660 1,050 5,860 6,840

Foreign countries 414,360 341,630 13,110 56,200 172,290 216,610
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.71

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J6—Percentage distribution of monthly benefit for retired workers, by state or other area and monthly 

benefit, December 2002

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit 

(dollars)

Total

Less

than

500.00

500.00–

599.90

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00

or more Average Median

All areas a

a. Includes beneficiaries with unknown state code.

29,203,660 100.0 14.1 10.0 8.6 8.1 8.9 10.3 11.3 9.0 7.0 12.6 895.00 902.70

Alabama 472,820 100.0 15.5 11.3 10.0 9.6 10.0 10.4 10.1 7.8 5.9 9.5 849.80 836.70

Alaska 34,430 100.0 17.2 10.5 9.4 8.9 8.6 8.3 9.6 8.0 6.4 13.2 867.80 841.70

Arizona 543,980 100.0 12.3 9.7 8.1 7.8 9.1 11.1 12.5 9.6 7.5 12.4 910.10 928.90

Arkansas 302,380 100.0 15.7 11.9 11.0 10.7 10.8 10.2 9.8 7.0 4.9 7.8 827.20 805.70

California 2,778,110 100.0 16.2 9.5 8.4 7.7 8.1 9.1 10.2 8.5 7.1 15.2 900.80 901.70

Colorado 348,260 100.0 17.0 9.8 8.5 8.0 8.2 9.6 10.5 9.2 6.6 12.4 872.80 883.70

Connecticut 405,620 100.0 9.0 8.2 7.7 7.2 8.1 10.4 11.9 10.7 8.5 18.3 981.30 994.70

Delaware 91,780 100.0 10.0 9.6 8.1 7.3 8.6 10.8 13.7 10.8 8.3 12.9 935.90 962.00

District of Columbia 47,980 100.0 31.0 11.3 9.7 8.6 7.0 7.2 5.2 4.5 3.6 11.9 757.60 681.20

Florida 2,222,990 100.0 13.6 10.4 8.7 8.5 9.3 10.7 11.5 8.9 6.6 11.8 891.10 893.70

Georgia 676,110 100.0 14.7 10.8 10.4 9.7 9.4 9.6 10.0 8.2 6.1 11.2 866.30 848.00

Hawaii 137,430 100.0 15.5 9.7 8.0 8.2 9.8 10.9 10.9 8.4 6.4 12.1 883.40 887.70

Idaho 131,560 100.0 14.4 10.1 8.6 8.4 10.2 11.5 11.9 8.8 6.9 9.3 873.00 884.70

Illinois 1,209,350 100.0 12.2 9.3 7.8 7.1 8.0 10.3 11.8 9.9 8.2 15.3 934.50 955.70

Indiana 641,590 100.0 9.2 9.6 7.6 7.3 9.2 12.2 13.5 10.7 8.4 12.4 937.40 959.00

Iowa 354,510 100.0 12.1 10.3 8.4 8.5 10.0 11.6 12.6 9.5 7.0 9.9 893.10 906.70

Kansas 288,040 100.0 11.5 9.8 8.4 8.4 9.3 11.0 11.9 9.8 7.1 12.8 917.10 924.70

Kentucky 394,930 100.0 16.7 11.0 9.7 9.3 9.5 10.4 10.8 8.1 5.9 8.7 842.30 835.00

Louisiana 370,860 100.0 20.2 11.2 9.2 8.3 8.4 8.9 10.3 7.3 6.0 10.1 830.10 813.70

Maine 156,590 100.0 17.6 11.3 9.9 10.1 10.1 10.5 10.3 7.2 5.1 8.0 823.70 812.70

Maryland 487,150 100.0 15.6 9.3 8.1 8.0 8.4 9.6 10.8 8.9 7.0 14.4 900.70 908.70

Massachusetts 695,490 100.0 15.1 10.1 8.7 7.9 8.3 9.4 10.3 8.6 6.9 14.6 899.60 898.70

Michigan 1,036,350 100.0 8.6 9.0 6.8 6.5 8.8 11.9 13.9 11.1 8.7 14.5 963.80 986.70

Minnesota 503,150 100.0 13.6 10.7 8.9 8.0 8.5 10.2 12.0 9.5 7.2 11.5 889.50 903.70

Mississippi 280,600 100.0 17.8 12.4 11.0 10.4 9.9 9.7 8.9 6.7 4.8 8.2 814.40 783.70

Missouri 629,860 100.0 13.7 10.3 9.0 8.4 9.5 10.6 12.0 8.9 7.0 10.7 883.50 890.70

Montana 101,850 100.0 14.7 10.6 9.1 8.6 10.1 11.1 12.0 9.1 6.4 8.4 861.80 873.00

Nebraska 188,370 100.0 13.6 10.3 9.6 9.4 9.8 10.6 11.1 8.7 6.6 10.2 877.40 873.70

Nevada 214,020 100.0 13.4 9.7 8.6 8.2 8.7 10.0 11.1 9.7 7.7 12.8 903.10 913.70

New Hampshire 137,330 100.0 11.2 9.7 8.8 8.9 9.5 10.9 11.1 9.7 7.2 13.0 914.60 919.70

New Jersey 936,650 100.0 9.2 8.7 7.5 7.0 7.8 9.2 11.4 10.4 9.0 19.9 988.50 1006.00

New Mexico 172,710 100.0 18.5 10.5 9.6 9.3 9.6 9.6 9.9 7.8 5.7 9.6 835.00 823.70

New York 1,975,090 100.0 11.3 9.1 7.9 7.6 8.6 10.3 11.7 9.7 7.6 16.2 948.70 955.70

North Carolina 873,480 100.0 12.3 10.5 10.5 10.7 11.0 10.8 10.7 8.1 5.7 9.6 868.70 854.70

North Dakota 70,750 100.0 17.0 11.1 10.5 9.6 10.0 9.9 10.0 7.8 5.6 8.6 834.40 819.70

Ohio 1,185,340 100.0 13.6 9.2 7.3 6.7 8.1 11.4 13.1 10.3 8.1 12.3 911.30 948.70

Oklahoma 371,420 100.0 15.6 10.6 9.4 9.3 10.0 10.6 11.1 8.0 5.9 9.5 856.30 852.70

Oregon 389,090 100.0 11.9 9.9 8.1 7.7 9.3 12.0 13.1 9.9 7.3 10.8 904.70 927.70

Pennsylvania 1,549,200 100.0 11.0 9.7 7.8 7.5 9.3 11.9 13.2 10.1 7.4 11.9 920.30 940.70

Rhode Island 129,110 100.0 12.6 10.2 9.4 8.4 10.7 11.1 10.4 8.8 6.5 12.0 894.80 888.70

South Carolina 431,300 100.0 13.0 10.7 10.3 10.3 10.8 10.7 10.4 8.2 5.7 10.0 867.50 854.70

South Dakota 87,270 100.0 17.9 11.7 9.5 9.9 10.3 10.5 10.0 7.7 5.5 7.0 822.10 809.70

Tennessee 600,670 100.0 13.9 11.0 10.1 9.9 10.0 10.4 10.6 8.0 6.0 10.2 865.60 851.70

Texas 1,637,500 100.0 17.0 10.3 9.1 8.3 8.5 9.2 10.3 8.0 6.3 12.9 871.30 861.70

Utah 162,740 100.0 15.1 10.4 7.9 6.8 7.6 9.2 11.8 9.4 8.5 13.3 899.60 927.70

Vermont 67,710 100.0 12.6 10.9 8.4 9.1 10.5 11.8 11.2 9.1 5.8 10.5 882.50 883.70

Virginia 665,380 100.0 15.2 10.4 9.5 9.1 9.3 9.8 10.4 8.1 6.3 12.1 874.90 864.70

Washington 573,430 100.0 11.2 9.4 7.7 7.4 8.4 10.7 12.8 10.6 8.3 13.6 931.90 957.00

West Virginia 202,840 100.0 12.8 9.6 8.3 8.4 10.5 12.4 13.3 9.5 6.8 8.5 882.40 905.70

Wisconsin 615,570 100.0 10.5 10.3 7.8 7.5 8.7 11.9 14.2 10.6 8.0 10.5 917.10 946.70

Wyoming 52,300 100.0 13.2 11.0 8.2 8.1 9.2 10.0 11.3 10.0 7.3 11.7 894.80 902.90

Outlying areas

American Samoa 1,440 100.0 50.0 15.3 11.1 5.6 5.6 4.9 4.9 2.1 0 0.7 539.30 497.70

Guam 6,020 100.0 42.0 15.0 10.5 9.5 6.5 5.3 3.0 2.5 1.5 4.3 624.00 547.40

Northern Mariana 

Islands 830 100.0 62.7 18.1 4.8 2.4 4.8 0 1.2 0 3.6 2.4 469.70 439.00

Puerto Rico 310,030 100.0 41.6 17.0 12.5 9.0 6.2 4.6 3.1 2.1 1.4 2.3 592.40 545.70

Virgin Islands 9,230 100.0 23.7 14.7 10.8 10.7 8.2 8.9 6.2 4.7 3.9 8.1 766.40 705.70

Foreign countries 241,050 100.0 52.4 12.8 8.7 6.8 5.1 4.2 3.4 2.3 1.5 2.6 523.40 483.00
5.J OASDI Current-Pay Benefits: Geographic Data

5.72 ♦ Annual Statistical Supplement, 2003

 SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

 CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J8—Percentage distribution of disabled workers, by state or other area and monthly benefit,

December 2002

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit 

(dollars)

Total

Less

than

500.00

500.00–

599.90

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00

or more Average Median

All areas a

a. Includes beneficiaries with unknown state code.

5,535,860 100.0 15.3 13.1 12.8 11.3 9.6 8.0 6.7 5.4 5.0 12.7 834.10 776.00

Alabama 139,260 100.0 15.9 14.5 14.0 12.0 10.3 7.6 5.9 5.2 4.3 10.4 805.40 744.70

Alaska 8,110 100.0 16.5 14.3 14.5 11.7 8.1 8.3 4.2 4.2 3.9 14.2 817.80 740.00

Arizona 97,760 100.0 12.8 12.8 12.6 10.9 9.7 8.0 7.0 5.8 5.5 14.8 865.10 807.90

Arkansas 84,890 100.0 16.5 14.6 14.1 12.5 10.8 8.4 6.4 4.9 4.1 7.7 785.90 738.70

California 474,520 100.0 16.3 12.3 11.6 10.5 9.0 7.9 6.7 5.7 5.1 14.9 848.90 792.70

Colorado 64,170 100.0 15.0 13.2 13.3 11.8 10.1 8.0 7.0 5.8 4.7 11.1 825.30 770.00

Connecticut 56,890 100.0 13.1 12.5 12.4 12.1 9.5 7.7 7.1 5.6 5.1 14.9 863.60 798.70

Delaware 17,220 100.0 14.1 12.3 12.6 10.4 8.6 8.4 7.1 5.5 5.3 15.8 865.20 807.40

District of Columbia 8,840 100.0 16.6 14.1 15.6 11.8 11.3 8.8 6.2 4.2 3.3 8.0 777.10 733.90

Florida 336,340 100.0 14.5 13.3 12.8 11.4 9.9 8.3 6.9 5.5 5.0 12.5 837.60 783.00

Georgia 171,920 100.0 14.3 13.2 14.4 12.5 10.4 8.7 7.0 5.0 4.8 9.8 815.90 763.70

Hawaii 15,680 100.0 13.1 13.2 12.7 11.3 9.4 9.7 6.8 6.8 4.0 12.9 847.10 795.00

Idaho 23,300 100.0 16.2 14.6 12.6 10.6 8.8 8.0 6.6 5.8 4.9 12.0 822.60 760.90

Illinois 189,620 100.0 14.4 12.4 12.0 10.6 9.4 8.1 6.8 5.5 5.6 15.3 861.70 805.70

Indiana 119,440 100.0 15.7 13.4 11.7 11.0 9.3 7.7 6.7 5.4 5.3 13.8 841.30 780.00

Iowa 53,210 100.0 17.6 14.0 13.0 10.4 9.7 7.5 7.0 5.5 5.3 10.1 805.10 750.70

Kansas 45,290 100.0 16.4 14.6 12.5 11.7 9.3 8.0 6.9 5.4 4.6 10.6 809.90 751.70

Kentucky 135,740 100.0 17.7 12.9 12.4 10.9 9.1 7.4 6.3 5.4 5.0 12.8 822.00 762.70

Louisiana 97,970 100.0 17.4 12.1 12.4 10.6 9.3 7.0 6.4 5.3 5.7 13.8 834.40 777.00

Maine 38,580 100.0 18.7 14.8 14.4 12.9 11.1 6.8 6.4 4.4 3.6 6.9 761.10 712.00

Maryland 77,560 100.0 12.9 11.7 12.4 11.7 9.8 9.1 6.8 5.4 5.4 14.8 867.50 813.70

Massachusetts 133,310 100.0 14.0 14.1 13.8 12.6 10.2 8.0 6.5 5.1 4.7 11.0 821.90 761.00

Michigan 202,770 100.0 14.7 11.3 10.7 9.6 8.8 7.5 6.8 5.7 6.1 18.8 892.20 841.00

Minnesota 74,630 100.0 16.4 13.6 13.3 11.2 10.0 8.0 6.2 4.9 4.9 11.5 816.10 755.70

Mississippi 94,250 100.0 16.7 14.0 15.7 13.1 10.2 7.9 6.2 4.6 3.8 7.8 779.30 726.70

Missouri 137,200 100.0 15.9 14.1 13.1 11.5 9.5 8.2 6.5 5.1 4.8 11.2 815.20 754.70

Montana 18,290 100.0 17.2 13.6 12.3 10.7 9.8 8.3 6.5 5.1 5.8 10.9 813.50 761.70

Nebraska 28,230 100.0 17.4 15.4 14.6 11.1 8.2 7.8 7.2 5.1 4.6 8.6 787.20 717.00

Nevada 36,790 100.0 11.4 10.6 12.2 10.9 9.4 8.5 7.9 6.6 6.1 16.6 896.70 848.70

New Hampshire 25,450 100.0 13.1 13.1 14.1 12.0 10.3 9.1 6.2 5.3 5.1 11.5 837.80 781.70

New Jersey 134,980 100.0 11.9 11.2 11.7 10.6 9.4 8.3 7.1 5.9 5.4 18.5 902.50 850.00

New Mexico 35,460 100.0 16.2 15.1 13.3 11.3 10.5 7.7 6.5 5.4 4.4 9.6 799.20 746.00

New York 355,400 100.0 14.2 11.9 11.7 10.1 9.0 7.8 7.0 5.4 5.6 17.4 881.60 824.00

North Carolina 211,470 100.0 13.7 13.1 14.1 13.2 11.3 9.2 7.0 5.3 4.3 8.9 813.40 769.10

North Dakota 9,980 100.0 19.8 13.2 14.4 10.8 9.8 7.7 6.2 4.8 3.7 9.4 780.50 721.50

Ohio 209,210 100.0 18.2 13.4 11.8 10.0 8.6 7.4 6.5 5.5 5.4 13.1 823.90 764.00

Oklahoma 73,620 100.0 16.8 13.1 12.6 10.7 10.0 8.3 6.8 5.9 4.8 11.1 817.30 769.00

Oregon 65,490 100.0 16.3 13.9 11.8 11.0 9.0 8.2 6.4 5.3 5.4 12.6 827.70 772.00

Pennsylvania 242,990 100.0 14.9 12.3 12.3 10.7 8.9 8.4 7.1 6.1 5.6 13.7 851.00 799.00

Rhode Island 24,950 100.0 14.9 14.5 13.9 11.1 10.3 7.7 7.3 5.2 4.7 10.4 815.70 757.70

South Carolina 111,370 100.0 12.8 12.8 14.1 13.1 10.9 9.3 7.3 5.5 4.6 9.5 823.20 778.00

South Dakota 13,000 100.0 19.8 13.9 14.8 12.0 9.6 7.3 5.5 5.2 3.3 8.5 769.60 710.40

Tennessee 154,500 100.0 15.2 14.0 14.1 12.7 10.4 8.4 6.7 5.0 4.0 9.3 801.40 750.40

Texas 293,030 100.0 15.6 13.2 12.6 11.2 10.0 8.4 6.9 5.4 4.9 11.6 826.40 774.00

Utah 24,050 100.0 18.7 13.6 12.1 10.2 7.3 7.6 6.4 4.9 5.0 14.2 823.90 752.70

Vermont 13,780 100.0 15.7 14.4 12.9 12.9 10.2 9.0 6.0 5.7 3.9 9.3 801.40 749.70

Virginia 139,550 100.0 14.5 12.8 13.2 11.7 10.0 8.3 7.0 5.3 5.0 12.3 834.80 780.00

Washington 100,830 100.0 16.0 13.1 11.7 10.5 9.3 7.5 6.7 5.2 5.1 14.9 847.00 788.00

West Virginia 68,190 100.0 15.5 11.2 10.5 10.4 8.7 7.5 6.8 5.9 5.8 17.6 876.80 827.70

Wisconsin 91,260 100.0 16.5 13.2 12.4 11.0 9.2 7.8 6.6 5.8 4.8 12.7 828.40 771.40

Wyoming 8,560 100.0 18.5 13.7 11.0 10.2 7.4 6.2 6.8 6.4 6.5 13.4 838.40 766.70

Outlying areas

American Samoa 1,210 100.0 38.0 14.0 9.1 9.9 9.1 9.9 4.1 2.5 1.7 1.7 621.50 584.70

Guam 960 100.0 25.0 15.6 13.5 6.3 10.4 8.3 4.2 3.1 5.2 8.3 741.00 674.90

Northern Mariana 

Islands 90 100.0 b

b. Base figure is too small to meet statistical standards for reliability of derived figures.

bbbb b b b bb 393.70 300.00

Puerto Rico 131,340 100.0 15.7 19.8 21.1 14.2 9.5 6.6 4.8 2.7 2.1 3.5 712.90 664.80

Virgin Islands 1,260 100.0 16.7 14.3 7.9 10.3 14.3 9.5 5.6 4.8 4.8 11.9 828.90 809.20

Foreign countries 11,820 100.0 28.1 11.5 11.3 10.7 9 6.6 5.8 5.3 3.9 7.8 718.30 686.40
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.73

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J9—Percentage distribution of nondisabled widow(er)s, by state or other area and monthly benefit, 

December 2002

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit

(dollars)

Total

Less

than

500.00

500.00–

599.90

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00

or more Average Median

All areas a

a. Includes beneficiaries with unknown state code. 

4,563,660 100.0 12.4 6.9 9.7 12.1 14.1 14.7 11.2 7.1 4.7 7.0 861.40 864.70

Alabama 91,030 100.0 17.8 9.9 11.9 12.9 13.4 12.4 8.6 5.4 3.2 4.5 786.80 781.70

Alaska 4,310 100.0 19.5 6.3 8.8 12.5 12.3 16.0 11.6 6.0 3.0 3.9 804.20 819.70

Arizona 70,130 100.0 9.8 5.5 8.3 11.9 14.9 16.8 12.9 7.5 5.0 7.3 890.10 898.70

Arkansas 53,500 100.0 18.9 11.0 13.0 12.7 12.9 11.6 8.4 4.9 2.9 3.8 768.00 754.00

California 384,900 100.0 11.8 6.0 9.0 11.2 13.4 14.5 11.6 7.6 5.4 9.5 893.80 891.70

Colorado 52,560 100.0 12.2 6.5 9.8 11.9 13.1 15.1 11.7 7.4 4.7 7.6 869.00 874.40

Connecticut 47,560 100.0 6.0 3.8 7.1 11.2 14.7 16.0 13.5 10.0 7.4 10.3 955.60 941.90

Delaware 12,600 100.0 6.7 5.2 7.5 12.5 13.7 18.9 12.5 9.8 4.8 8.4 922.90 925.20

District of Columbia 6,920 100.0 31.6 13.3 9.1 12.1 8.7 8.4 5.3 3.0 1.9 6.5 710.10 649.00

Florida 282,340 100.0 9.5 6.3 9.6 13.0 14.8 15.4 11.5 7.2 4.7 8.1 888.40 880.70

Georgia 108,140 100.0 16.9 9.7 11.4 13.0 12.8 12.4 8.7 5.7 3.8 5.5 801.60 792.90

Hawaii 15,200 100.0 14.5 7.5 9.7 15.2 13.4 15.3 9.5 6.4 3.2 5.3 827.30 828.90

Idaho 18,480 100.0 8.3 7.5 9.7 12.5 16.3 16.8 12.6 6.5 4.3 5.4 871.80 875.00

Illinois 189,540 100.0 8.1 4.9 8.0 11.3 14.7 16.4 12.8 9.0 6.0 9.0 922.70 920.70

Indiana 101,160 100.0 5.9 4.8 7.7 12.1 16.2 19.0 13.6 8.5 5.5 6.8 917.60 918.70

Iowa 59,560 100.0 7.3 6.6 10.3 14.0 16.1 16.6 11.2 7.2 4.3 6.3 880.60 872.70

Kansas 45,160 100.0 7.0 6.6 9.5 12.3 14.2 15.5 12.0 8.1 6.1 8.7 915.10 902.90

Kentucky 84,370 100.0 18.9 9.9 11.5 12.2 13.3 13.1 8.7 5.2 3.4 3.8 778.50 780.00

Louisiana 97,120 100.0 18.2 9.4 11.8 12.9 12.6 12.2 9.4 5.1 3.4 5.0 790.20 781.70

Maine 24,040 100.0 13.7 8.2 12.1 14.4 14.5 12.8 10.0 5.4 4.1 4.8 818.30 812.90

Maryland 72,020 100.0 12.6 6.5 9.2 11.4 13.6 14.9 11.6 7.3 4.9 8.0 873.20 877.70

Massachusetts 93,520 100.0 11.4 5.6 9.1 11.6 14.1 14.6 11.5 7.9 5.3 8.8 892.50 888.40

Michigan 172,040 100.0 5.7 3.7 7.7 12.0 17.3 18.6 13.7 8.7 5.6 7.0 924.40 920.00

Minnesota 75,430 100.0 10.3 7.0 9.8 12.4 14.0 15.0 12.4 7.5 5.4 6.2 873.00 877.70

Mississippi 51,870 100.0 23.7 11.6 13.0 11.8 11.5 10.3 7.1 3.9 2.8 4.3 737.80 714.00

Missouri 98,000 100.0 11.0 7.1 10.5 13.1 14.5 14.7 11.4 7.1 4.4 6.1 858.90 858.70

Montana 15,850 100.0 9.6 8.1 10.9 14.4 15.3 14.9 10.8 6.0 3.8 6.1 856.10 849.70

Nebraska 29,340 100.0 8.2 7.3 11.3 13.6 14.8 14.3 10.8 7.3 4.0 8.4 884.60 863.40

Nevada 23,340 100.0 9.6 5.6 7.8 12.5 12.8 15.9 13.6 8.7 5.1 8.5 903.50 913.70

New Hampshire 16,770 100.0 7.0 5.1 9.0 12.1 13.8 18.4 12.3 9.1 5.1 8.1 912.40 916.00

New Jersey 122,320 100.0 6.1 4.4 7.7 11.0 14.3 16.0 13.9 9.6 6.9 10.2 949.60 940.70

New Mexico 27,210 100.0 18.1 8.7 11.3 11.9 13.2 12.1 9.4 6.5 4.1 4.7 799.90 799.70

New York 265,440 100.0 8.0 5.5 9.0 12.2 15.3 15.9 12.0 7.9 5.4 8.8 912.70 900.70

North Carolina 121,230 100.0 17.2 9.1 11.9 13.5 13.5 11.8 8.9 5.5 3.2 5.3 797.20 787.70

North Dakota 15,430 100.0 11.5 9.6 13.3 14.8 13.3 12.7 8.7 6.3 4.5 5.4 827.50 810.70

Ohio 230,470 100.0 9.6 5.2 8.1 11.0 15.3 17.1 13.3 8.4 5.3 6.9 894.10 905.70

Oklahoma 65,190 100.0 13.0 8.2 10.9 13.1 15.2 14.2 10.2 5.9 4.1 5.2 832.80 835.70

Oregon 53,160 100.0 7.0 5.0 8.9 12.4 16.0 17.0 13.7 7.7 5.0 7.4 906.20 905.70

Pennsylvania 259,820 100.0 6.5 4.8 9.3 12.6 16.4 17.6 13.4 8.1 4.8 6.6 905.00 903.70

Rhode Island 14,520 100.0 7.3 6.5 9.2 12.4 16.6 16.9 10.5 6.6 5.4 8.5 901.40 889.40

South Carolina 62,210 100.0 18.3 9.3 11.6 12.9 12.9 11.8 9.2 5.0 4.0 5.0 791.10 780.00

South Dakota 15,300 100.0 12.2 10.3 12.9 16.1 14.0 11.8 8.6 5.7 3.5 5.0 818.00 791.20

Tennessee 103,580 100.0 15.9 8.7 12.3 13.1 13.5 12.8 9.5 5.3 3.5 5.5 808.40 800.40

Texas 307,570 100.0 15.1 8.5 10.6 12.2 12.7 12.8 10.2 6.5 4.2 7.2 836.30 830.00

Utah 20,140 100.0 10.4 4.3 7.6 10.2 11.8 18.6 13.1 7.7 7.0 9.3 919.00 934.70

Vermont 9,330 100.0 10.9 8.5 10.1 11.1 15.4 14.5 11.7 6.3 4.9 6.5 862.00 863.70

Virginia 103,910 100.0 15.5 8.6 11.0 13.1 13.5 12.6 9.6 6.0 4.0 6.1 822.00 813.70

Washington 76,730 100.0 7.1 4.6 7.8 12.2 14.9 17.2 13.6 9.0 5.4 8.2 922.10 920.70

West Virginia 52,010 100.0 12.1 8.1 12.0 12.7 15.7 15.1 10.2 6.6 3.9 3.6 825.10 834.00

Wisconsin 87,870 100.0 6.3 5.1 8.8 12.6 15.7 18.3 13.7 7.9 5.0 6.6 906.20 908.70

Wyoming 6,570 100.0 7.8 7.8 9.4 12.0 13.2 18.1 11.7 9.9 3.0 7.0 887.70 891.70

Outlying areas

American Samoa 320 100.0 b

b. Base figure is too small to meet statistical standards for reliability of derived figures.

b b b b b b b b b 472.90 368.50

Guam 900 100.0 37.8 13.3 16.7 11.1 5.6 5.6 4.4 2.2 2.2 1.1 616.10 590.70

Northern Mariana 

Islands 130 100.0 b b b b b b b b b b 388.20 372.70

Puerto Rico 71,000 100.0 53.5 14.3 10.8 7.8 5.2 3.3 2.2 1.0 0.8 1.2 528.20 479.70

Virgin Islands 1,060 100.0 28.3 17.9 14.2 10.4 6.6 6.6 7.5 4.7 1.9 1.9 670.90 628.70

Foreign countries 72,960 100.0 43.6 14.5 12.1 9.4 7.3 4.8 3.2 1.9 1.3 2.0 573.20 545.00
5.J OASDI Current-Pay Benefits: Geographic Data

5.74 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J10—Number of children, by state or other area and type of benefit, December 2002

State or area Total

Children under age 18 of— Disabled adult children of— Students aged 18–19 of—

Subtotal

Retired

workers

Disabled

workers

Deceased

workers Subtotal

Retired

workers

Disabled

workers

Deceased

workers Subtotal

Retired

workers

Disabled

workers

Deceased

workers

All areas a

a. Includes beneficiaries with unknown state code.

3,915,520 3,041,690 269,590 1,427,420 1,344,680 748,660 193,150 60,760 494,750 125,170 14,640 44,910 65,620

Alabama 93,280 73,400 6,010 38,290 29,100 16,590 3,600 1,620 11,370 3,290 320 1,570 1,400

Alaska 8,550 7,530 800 2,620 4,110 760 200 50 510 260 40 40 180

Arizona 64,980 54,420 4,920 25,160 24,340 8,570 2,290 910 5,370 1,990 260 560 1,170

Arkansas 51,850 41,230 3,040 22,220 15,970 8,960 1,910 1,010 6,040 1,660 150 640 870

California 342,040 274,640 31,730 112,790 130,120 60,460 19,370 4,350 36,740 6,940 1,240 1,940 3,760

Colorado 43,170 35,870 2,810 15,840 17,220 5,990 1,730 570 3,690 1,310 130 410 770

Connecticut 41,360 31,180 2,740 15,130 13,310 9,380 2,640 500 6,240 800 180 250 370

Delaware 11,200 9,010 830 4,260 3,920 1,920 600 140 1,180 270 60 90 120

District of Columbia 6,390 4,750 500 1,060 3,190 1,470 200 60 1,210 170 10 30 130

Florida 227,750 186,570 21,120 82,720 82,730 32,730 9,020 2,800 20,910 8,450 1,240 2,720 4,490

Georgia 120,750 96,150 6,460 43,960 45,730 20,140 4,100 1,900 14,140 4,460 490 1,600 2,370

Hawaii 13,780 11,200 1,840 4,260 5,100 2,330 790 70 1,470 250 10 70 170

Idaho 16,000 13,040 850 6,010 6,180 2,420 650 130 1,640 540 80 190 270

Illinois 153,340 116,100 10,780 49,650 55,670 32,070 7,670 2,360 22,040 5,170 560 1,830 2,780

Indiana 84,750 64,120 4,550 31,870 27,700 17,190 3,970 1,500 11,720 3,440 330 1,310 1,800

Iowa 34,290 24,160 1,540 12,210 10,410 8,710 2,370 680 5,660 1,420 90 540 790

Kansas 33,150 25,810 1,670 12,270 11,870 6,090 1,610 410 4,070 1,250 120 510 620

Kentucky 77,470 59,060 3,350 35,730 19,980 15,780 3,390 2,110 10,280 2,630 320 1,350 960

Louisiana 88,490 68,130 5,690 31,690 30,750 17,450 3,960 1,720 11,770 2,910 230 1,190 1,490

Maine 22,520 17,170 1,150 10,920 5,100 4,520 1,190 420 2,910 830 50 470 310

Maryland 64,070 52,170 4,270 18,540 29,360 10,910 2,680 570 7,660 990 70 170 750

Massachusetts 83,320 63,240 4,740 35,950 22,550 18,180 5,080 1,390 11,710 1,900 210 880 810

Michigan 148,460 111,780 8,580 55,920 47,280 32,020 8,190 2,570 21,260 4,660 630 1,590 2,440

Minnesota 50,520 36,690 2,390 17,690 16,610 11,750 3,530 560 7,660 2,080 220 680 1,180

Mississippi 70,940 56,780 4,750 29,420 22,610 11,180 2,220 1,310 7,650 2,980 300 1,220 1,460

Missouri 90,070 70,520 4,620 35,640 30,260 15,910 3,930 1,380 10,600 3,640 270 1,420 1,950

Montana 12,910 10,200 990 4,490 4,720 2,080 580 200 1,300 630 50 250 330

Nebraska 19,820 15,140 910 7,220 7,010 3,960 1,320 240 2,400 720 80 210 430

Nevada 22,570 19,730 2,440 8,330 8,960 2,250 650 220 1,380 590 90 210 290

New Hampshire 17,450 13,810 840 7,790 5,180 3,080 770 230 2,080 560 80 200 280

New Jersey 100,060 77,530 7,120 34,520 35,890 19,580 5,590 1,120 12,870 2,950 420 910 1,620

New Mexico 29,170 23,930 2,310 9,860 11,760 4,130 1,260 330 2,540 1,110 130 340 640

New York 249,970 188,260 19,850 95,690 72,720 56,250 14,890 3,730 37,630 5,460 860 1,960 2,640

North Carolina 125,460 98,330 5,860 50,830 41,640 23,160 5,000 2,590 15,570 3,970 280 1,720 1,970

North Dakota 7,070 4,760 340 2,400 2,020 2,020 490 90 1,440 290 30 110 150

Ohio 147,450 105,880 8,120 50,690 47,070 35,990 9,240 2,570 24,180 5,580 600 2,090 2,890

Oklahoma 51,490 39,800 3,280 16,660 19,860 9,260 2,060 840 6,360 2,430 170 820 1,440

Oregon 39,160 30,530 3,120 13,200 14,210 7,240 2,070 590 4,580 1,390 130 380 880

Pennsylvania 165,640 121,540 9,020 59,440 53,080 39,070 9,690 3,100 26,280 5,030 510 1,910 2,610

Rhode Island 14,730 11,100 780 6,510 3,810 3,340 750 290 2,300 290 30 80 180

South Carolina 73,680 57,660 3,350 29,140 25,170 13,380 2,870 1,150 9,360 2,640 180 1,030 1,430

South Dakota 10,960 8,170 550 3,560 4,060 2,240 500 120 1,620 550 50 180 320

Tennessee 98,780 76,500 5,400 37,650 33,450 18,790 3,990 1,820 12,980 3,490 340 1,450 1,700

Texas 256,100 205,400 20,300 78,880 106,220 40,100 10,690 3,070 26,340 10,600 1,350 3,130 6,120

Utah 23,980 19,930 1,600 7,600 10,730 3,230 1,190 200 1,840 820 80 220 520

Vermont 9,220 6,890 620 3,780 2,490 1,920 480 270 1,170 410 40 220 150

Virginia 93,010 72,700 5,350 36,400 30,950 17,530 3,960 1,450 12,120 2,780 340 1,130 1,310

Washington 61,880 48,070 4,310 21,290 22,470 11,500 3,420 860 7,220 2,310 350 740 1,220

West Virginia 37,670 26,020 1,970 15,500 8,550 10,370 1,900 1,130 7,340 1,280 70 650 560

Wisconsin 63,400 45,470 3,030 22,400 20,040 15,460 4,190 1,080 10,190 2,470 320 920 1,230

Wyoming 6,150 4,950 290 2,210 2,450 880 210 130 540 320 40 80 200

Outlying areas

American Samoa 2,020 1,990 320 770 900 20 0 0 20 10 0 0 10

Guam 2,440 2,260 580 440 1,240 100 30 20 50 80 20 20 40

Northern Mariana 

Islands 550 490 250 30 210 60 20 0 40 0 0 0 0

Puerto Rico 101,840 77,420 8,570 44,390 24,460 22,800 6,820 2,160 13,820 1,620 250 650 720

Virgin Islands 1,860 1,400 320 470 610 380 160 0 220 80 10 10 60

Foreign countries 25,460 20,120 5,960 3,170 10,990 4,960 1,450 40 3,470 380 120 0 260
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.75

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Rona Blumenthal (410) 965-0163 or Shirley Turpin (410) 965-0181.

Table 5.J11—Number and total monthly benefits for beneficiaries in foreign countries, December 2002

Region and country a

a. Countries with 500 or more beneficiaries are shown separately. The total and continent subtotals include all foreign residents.

Number

Total monthly benefits

(thousands of dollars)

All

beneficiaries

Retired

 workers

Disabled

workers Widow(er)s b

b. Includes nondisabled and disabled widow(er)s, widowed mothers and fathers, and parents.

Wives and

husbands Children

All

beneficiaries

Retired

workers

All countries 415,179 242,128 12,266 77,159 59,036 24,590 203,428 127,212

Canada 94,693 54,488 2,528 17,612 17,467 2,598 39,887 24,537

Mexico 49,105 23,782 1,409 12,201 5,784 5,929 23,195 12,322

Central America and Caribbean 20,636 14,099 1,087 1,993 1,321 2,136 12,755 9,272

Barbados 1,048 850 27 93 62 16 736 608

Costa Rica 3,020 2,010 194 296 199 321 2,082 1,488

Dominican Republic 5,763 3,639 429 416 345 934 3,155 2,152

El Salvador 821 555 52 76 53 85 457 318

Guatemala 1,142 732 57 132 73 148 665 450

Honduras 937 568 62 91 55 161 612 409

Jamaica 2,711 2,124 61 232 194 100 1,694 1,382

Panama 880 534 54 147 60 85 554 354

Trinidad and Tobago 855 663 24 81 53 34 590 468

South America 13,065 8,677 491 1,888 1,175 834 7,859 5,473

Argentina 2,866 1,794 54 510 394 114 1,656 1,115

Brazil 1,757 1,022 54 366 183 132 1,118 685

Chile 1,133 736 39 180 98 80 749 515

Colombia 2,692 1,904 141 304 146 197 1,590 1,153

Ecuador 2,187 1,592 107 203 132 153 1,267 949

Peru 755 501 33 107 64 50 474 333

Uruguay 635 463 31 60 66 15 353 269

Africa 1,566 890 109 201 99 267 970 619

Asia 41,076 19,983 1,314 9,377 4,946 5,456 23,375 13,337

Cyprus 527 302 21 109 57 38 291 183

Hong Kong 830 398 10 314 76 32 464 248

India 691 455 43 54 68 71 435 296

Israel 8,326 4,677 204 1,304 1,278 863 5,096 3,333

Japan 6,527 3,176 42 1,744 1,309 256 4,225 2,376

Philippines 18,408 8,070 608 5,273 1,743 2,714 9,538 4,856

Thailand 1,004 720 79 43 29 133 775 581

Turkey 633 389 32 117 63 32 407 265

Yemen 1,589 419 110 128 89 843 656 273

Europe 189,007 116,406 5,183 32,979 27,496 6,943 91,530 58,980

Austria 2,252 1,463 79 387 268 55 1,118 747

Belgium 1,610 1,012 15 263 265 55 804 535

Croatia 1,452 789 151 299 108 105 966 552

Denmark 876 530 12 188 102 44 575 359

Finland 745 485 28 129 76 27 422 270

France 9,728 6,318 94 1,450 1,580 286 4,932 3,446

Germany 29,500 18,141 827 4,806 4,351 1,375 12,717 7,743

Greece 22,235 12,767 738 4,443 3,463 824 10,598 6,544

Hungary 1,771 1,330 102 188 90 61 1,354 1,061

Ireland 7,893 5,356 214 1,064 897 362 4,461 3,240

Italy 34,651 20,211 813 7,771 4,797 1,059 16,697 10,304

Malta 595 308 32 140 66 49 376 211

Netherlands 3,999 2,497 67 597 697 141 1,743 1,130

Norway 6,130 3,583 132 1,166 1,078 171 2,381 1,429

Poland 4,134 2,718 215 676 354 171 2,257 1,465

Portugal 11,858 7,927 683 1,548 1,272 428 5,753 3,984

Serbia 971 535 68 252 77 39 618 328

Spain 9,217 5,404 244 1,849 1,410 310 4,797 3,038

Sweden 2,950 1,951 53 411 439 96 1,291 851

Switzerland 5,693 3,862 43 629 1,017 142 2,221 1,559

United Kingdom 27,854 17,311 445 4,267 4,795 1,036 13,551 8,862

Oceania 6,031 3,803 145 908 748 427 3,857 2,673

Australia 4,849 3,079 90 787 655 238 3,093 2,140

New Zealand 804 541 30 78 70 85 546 405
5.J OASDI Current-Pay Benefits: Geographic Data

5.76 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Linda Martin (410) 965-2535.

Table 5.J12—Number of disabled workers, by state or other area and diagnostic group, December 2002

State or area Total

Endocrine,

nutritional,

and

metabolic

Infectious

and

parasitic

diseases a

a. AIDS/HIV records are counted in the Infectious and parasitic diseases group. Before 1990, these records were included in the Other group.

Injuries

Mental disorders Neoplasms

Diseases of the—

Other Unknown

Circulatory

system

Musculoskeletal

system

Nervous

system

and

sense

organs

Respiratory

Retardation Other system

All areas 5,539,597 237,020 102,589 248,544 286,210 1,558,928 150,138 558,736 1,324,762 533,774 176,941 219,851 142,104

Alabama 139,276 6,427 1,559 6,993 7,087 32,493 3,302 16,597 39,467 11,798 4,938 5,633 2,982

Alaska 8,197 266 91 465 416 2,460 250 626 1,975 942 228 311 167

Arizona 97,886 3,570 1,602 4,676 3,035 32,083 2,460 8,003 23,618 9,852 2,978 3,911 2,098

Arkansas 85,310 3,736 1,048 4,367 4,697 15,354 2,416 10,743 26,694 8,064 3,272 3,268 1,651

California 470,665 17,443 13,892 22,055 12,988 154,758 13,062 38,454 113,187 46,701 9,904 20,932 7,289

Colorado 63,770 2,067 1,228 3,413 3,042 16,422 1,801 4,054 16,871 8,405 2,275 2,424 1,768

Connecticut 58,123 2,260 1,124 2,017 3,121 20,189 1,649 5,004 11,249 5,744 1,591 2,121 2,054

Delaware 16,492 793 420 714 930 4,325 484 1,565 4,008 1,670 544 753 286

District of Columbia 8,608 344 666 230 550 2,749 167 804 1,322 883 197 536 160

Florida 339,296 15,309 11,076 19,310 11,341 92,170 9,791 37,534 75,726 27,255 10,944 15,300 13,540

Georgia 171,333 8,669 4,212 7,392 9,838 41,294 4,656 19,861 40,174 14,206 6,219 7,845 6,967

Hawaii 15,844 558 346 713 620 5,861 490 1,836 2,745 1,342 352 809 172

Idaho 23,513 961 206 1,289 1,187 6,881 666 1,816 5,966 2,577 755 800 409

Illinois 191,744 9,150 3,339 7,701 12,080 61,728 5,623 19,501 35,395 20,103 6,124 7,794 3,206

Indiana 120,126 6,754 1,501 4,571 9,399 31,017 3,458 13,180 24,288 12,981 5,075 4,677 3,225

Iowa 51,446 2,278 420 2,218 4,727 14,178 1,488 4,154 11,465 5,907 1,828 1,781 1,002

Kansas 45,339 2,426 523 2,384 3,481 12,079 1,240 3,991 9,587 5,027 1,703 1,668 1,230

Kentucky 137,541 5,324 1,181 5,303 8,542 37,250 2,929 14,473 38,250 9,982 5,834 3,955 4,518

Louisiana 98,302 4,102 1,779 4,886 5,940 17,658 2,501 12,920 29,102 8,503 2,701 4,324 3,886

Maine 38,926 1,328 296 1,642 2,170 13,222 899 3,259 9,973 3,420 1,162 1,095 460

Maryland 76,354 3,379 2,267 3,396 4,275 19,542 2,532 8,883 15,119 8,556 2,455 4,116 1,834

Massachusetts 132,229 3,792 2,761 4,900 5,910 52,125 3,420 9,608 27,707 12,299 3,372 4,246 2,089

Michigan 203,632 9,069 2,035 7,934 10,524 66,697 5,437 20,161 44,641 20,176 6,199 7,412 3,347

Minnesota 75,509 2,222 846 3,385 5,786 28,443 2,138 5,460 13,325 8,633 1,727 2,375 1,169

Mississippi 93,231 4,700 1,152 4,207 5,493 23,399 2,405 12,530 20,755 7,659 3,027 3,749 4,155

Missouri 135,948 7,126 1,846 6,783 8,740 32,292 3,466 13,698 34,680 13,210 5,449 5,218 3,440

Montana 18,077 577 159 1,100 863 4,487 414 1,299 5,122 2,264 684 599 509

Nebraska 27,999 1,318 321 1,511 1,742 6,815 792 2,617 6,801 3,503 1,016 1,044 519

Nevada 37,072 1,406 744 1,755 943 9,769 1,006 3,845 9,821 3,777 1,437 1,596 973

New Hampshire 25,971 729 184 1,064 1,220 9,574 662 2,155 5,789 2,712 821 743 318

New Jersey 133,918 5,008 3,002 5,452 5,161 40,272 4,537 14,887 28,511 14,548 3,953 6,145 2,442

New Mexico 35,601 1,421 535 2,160 1,337 8,866 764 2,542 10,750 3,789 1,140 1,580 717

New York 359,653 13,309 10,058 14,558 15,087 90,430 10,411 35,642 103,200 32,924 10,746 13,196 10,092

North Carolina 213,194 11,328 3,670 8,621 15,085 46,074 5,930 26,147 51,894 17,849 8,017 9,114 9,465

North Dakota 9,654 300 74 520 853 2,500 295 880 2,224 1,226 306 335 141

Ohio 208,282 9,142 2,137 6,872 16,812 72,708 5,070 19,318 35,460 18,813 6,954 6,745 8,251

Oklahoma 72,737 3,628 901 3,380 3,948 17,096 2,001 8,388 19,676 7,317 2,950 2,752 700

Oregon 63,547 2,465 934 3,522 3,268 17,907 1,748 5,031 15,407 8,051 1,819 2,345 1,050

Pennsylvania 241,917 11,078 3,531 11,193 14,345 60,367 7,006 26,540 60,918 25,089 7,627 9,632 4,591

Rhode Island 25,225 943 337 892 1,581 8,789 671 2,076 5,493 2,275 736 840 592

South Carolina 112,264 4,964 1,624 5,183 6,052 28,938 2,915 14,374 27,197 9,357 4,347 5,112 2,201

South Dakota 12,754 392 137 496 1,031 3,184 300 1,141 3,237 1,770 458 428 180

Tennessee 155,631 6,652 1,844 6,102 9,161 43,778 3,972 17,669 36,814 12,653 6,229 5,854 4,903

Texas 296,565 16,383 7,491 14,704 11,375 67,242 8,942 33,449 74,426 32,749 8,717 14,656 6,431

Utah 24,186 972 246 1,083 1,522 7,555 609 1,620 5,143 3,126 777 911 622

Vermont 13,543 585 170 624 741 4,352 358 1,070 3,070 1,311 415 409 438

Virginia 139,695 6,363 2,290 5,975 9,686 32,573 4,010 15,478 36,030 12,633 5,056 6,160 3,441

Washington 101,078 3,891 1,716 4,479 4,779 34,182 2,941 7,365 21,888 10,944 2,845 3,910 2,138

West Virginia 67,905 3,190 470 3,669 5,221 14,010 1,448 7,999 19,065 4,817 3,102 1,869 3,045

Wisconsin 91,892 3,960 972 3,974 6,488 29,220 2,522 7,280 18,819 11,001 2,383 3,222 2,051

Wyoming 8,379 323 87 503 479 2,150 193 667 2,129 1,038 402 279 129

Outlying areas

Puerto Rico 128,630 2,202 1,353 5,326 1,276 55,548 1,483 8,635 34,471 10,708 2,845 2,732 2,051

Other b

b. Includes American Samoa, Guam, Northern Mariana Islands, Virgin Islands, foreign countries, and unknown state code.

15,588 438 186 882 235 3,873 408 1,907 4,118 1,635 306 590 1,010
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2003 ♦ 5.77

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Linda Martin (410) 965-2535.

Table 5.J13—Percentage distribution of disabled workers, by state or other area and diagnostic group,

December 2002

State or area

Total

Endocrine,

nutritional,

and

metabolic

Infectious

and

parasitic

diseases a

a. AIDS/HIV records are counted in the Infectious and parasitic diseases group. Before 1990, these records were included in the Other group.

Injuries

Mental disorders

Neoplasms

Diseases of the—

Other Unknown

Circulatory

system

Musculoskeletal

system

Nervous

system

and sense

organs

Respiratory

system

RetarNumber Percent dation Other

All areas 5,539,597 100.0 4.3 1.9 4.5 5.2 28.1 2.7 10.1 23.9 9.6 3.2 4.0 2.6

Alabama 139,276 100.0 4.6 1.1 5.0 5.1 23.3 2.4 11.9 28.3 8.5 3.5 4.0 2.1

Alaska 8,197 100.0 3.2 1.1 5.7 5.1 30.0 3.0 7.6 24.1 11.5 2.8 3.8 2.0

Arizona 97,886 100.0 3.6 1.6 4.8 3.1 32.8 2.5 8.2 24.1 10.1 3.0 4.0 2.1

Arkansas 85,310 100.0 4.4 1.2 5.1 5.5 18.0 2.8 12.6 31.3 9.5 3.8 3.8 1.9

California 470,665 100.0 3.7 3.0 4.7 2.8 32.9 2.8 8.2 24.0 9.9 2.1 4.4 1.5

Colorado 63,770 100.0 3.2 1.9 5.4 4.8 25.8 2.8 6.4 26.5 13.2 3.6 3.8 2.8

Connecticut 58,123 100.0 3.9 1.9 3.5 5.4 34.7 2.8 8.6 19.4 9.9 2.7 3.6 3.5

Delaware 16,492 100.0 4.8 2.5 4.3 5.6 26.2 2.9 9.5 24.3 10.1 3.3 4.6 1.7

District of Columbia 8,608 100.0 4.0 7.7 2.7 6.4 31.9 1.9 9.3 15.4 10.3 2.3 6.2 1.9

Florida 339,296 100.0 4.5 3.3 5.7 3.3 27.2 2.9 11.1 22.3 8.0 3.2 4.5 4.0

Georgia 171,333 100.0 5.1 2.5 4.3 5.7 24.1 2.7 11.6 23.4 8.3 3.6 4.6 4.1

Hawaii 15,844 100.0 3.5 2.2 4.5 3.9 37.0 3.1 11.6 17.3 8.5 2.2 5.1 1.1

Idaho 23,513 100.0 4.1 0.9 5.5 5.0 29.3 2.8 7.7 25.4 11.0 3.2 3.4 1.7

Illinois 191,744 100.0 4.8 1.7 4.0 6.3 32.2 2.9 10.2 18.5 10.5 3.2 4.1 1.7

Indiana 120,126 100.0 5.6 1.2 3.8 7.8 25.8 2.9 11.0 20.2 10.8 4.2 3.9 2.7

Iowa 51,446 100.0 4.4 0.8 4.3 9.2 27.6 2.9 8.1 22.3 11.5 3.6 3.5 1.9

Kansas 45,339 100.0 5.4 1.2 5.3 7.7 26.6 2.7 8.8 21.1 11.1 3.8 3.7 2.7

Kentucky 137,541 100.0 3.9 0.9 3.9 6.2 27.1 2.1 10.5 27.8 7.3 4.2 2.9 3.3

Louisiana 98,302 100.0 4.2 1.8 5.0 6.0 18.0 2.5 13.1 29.6 8.6 2.7 4.4 4.0

Maine 38,926 100.0 3.4 0.8 4.2 5.6 34.0 2.3 8.4 25.6 8.8 3.0 2.8 1.2

Maryland 76,354 100.0 4.4 3.0 4.4 5.6 25.6 3.3 11.6 19.8 11.2 3.2 5.4 2.4

Massachusetts 132,229 100.0 2.9 2.1 3.7 4.5 39.4 2.6 7.3 21.0 9.3 2.6 3.2 1.6

Michigan 203,632 100.0 4.5 1.0 3.9 5.2 32.8 2.7 9.9 21.9 9.9 3.0 3.6 1.6

Minnesota 75,509 100.0 2.9 1.1 4.5 7.7 37.7 2.8 7.2 17.6 11.4 2.3 3.1 1.5

Mississippi 93,231 100.0 5.0 1.2 4.5 5.9 25.1 2.6 13.4 22.3 8.2 3.2 4.0 4.5

Missouri 135,948 100.0 5.2 1.4 5.0 6.4 23.8 2.5 10.1 25.5 9.7 4.0 3.8 2.5

Montana 18,077 100.0 3.2 0.9 6.1 4.8 24.8 2.3 7.2 28.3 12.5 3.8 3.3 2.8

Nebraska 27,999 100.0 4.7 1.1 5.4 6.2 24.3 2.8 9.3 24.3 12.5 3.6 3.7 1.9

Nevada 37,072 100.0 3.8 2.0 4.7 2.5 26.4 2.7 10.4 26.5 10.2 3.9 4.3 2.6

New Hampshire 25,971 100.0 2.8 0.7 4.1 4.7 36.9 2.5 8.3 22.3 10.4 3.2 2.9 1.2

New Jersey 133,918 100.0 3.7 2.2 4.1 3.9 30.1 3.4 11.1 21.3 10.9 3.0 4.6 1.8

New Mexico 35,601 100.0 4.0 1.5 6.1 3.8 24.9 2.1 7.1 30.2 10.6 3.2 4.4 2.0

New York 359,653 100.0 3.7 2.8 4.0 4.2 25.1 2.9 9.9 28.7 9.2 3.0 3.7 2.8

North Carolina 213,194 100.0 5.3 1.7 4.0 7.1 21.6 2.8 12.3 24.3 8.4 3.8 4.3 4.4

North Dakota 9,654 100.0 3.1 0.8 5.4 8.8 25.9 3.1 9.1 23.0 12.7 3.2 3.5 1.5

Ohio 208,282 100.0 4.4 1.0 3.3 8.1 34.9 2.4 9.3 17.0 9.0 3.3 3.2 4.0

Oklahoma 72,737 100.0 5.0 1.2 4.6 5.4 23.5 2.8 11.5 27.1 10.1 4.1 3.8 1.0

Oregon 63,547 100.0 3.9 1.5 5.5 5.1 28.2 2.8 7.9 24.2 12.7 2.9 3.7 1.7

Pennsylvania 241,917 100.0 4.6 1.5 4.6 5.9 25.0 2.9 11.0 25.2 10.4 3.2 4.0 1.9

Rhode Island 25,225 100.0 3.7 1.3 3.5 6.3 34.8 2.7 8.2 21.8 9.0 2.9 3.3 2.3

South Carolina 112,264 100.0 4.4 1.4 4.6 5.4 25.8 2.6 12.8 24.2 8.3 3.9 4.6 2.0

South Dakota 12,754 100.0 3.1 1.1 3.9 8.1 25.0 2.4 8.9 25.4 13.9 3.6 3.4 1.4

Tennessee 155,631 100.0 4.3 1.2 3.9 5.9 28.1 2.6 11.4 23.7 8.1 4.0 3.8 3.2

Texas 296,565 100.0 5.5 2.5 5.0 3.8 22.7 3.0 11.3 25.1 11.0 2.9 4.9 2.2

Utah 24,186 100.0 4.0 1.0 4.5 6.3 31.2 2.5 6.7 21.3 12.9 3.2 3.8 2.6

Vermont 13,543 100.0 4.3 1.3 4.6 5.5 32.1 2.6 7.9 22.7 9.7 3.1 3.0 3.2

Virginia 139,695 100.0 4.6 1.6 4.3 6.9 23.3 2.9 11.1 25.8 9.0 3.6 4.4 2.5

Washington 101,078 100.0 3.8 1.7 4.4 4.7 33.8 2.9 7.3 21.7 10.8 2.8 3.9 2.1

West Virginia 67,905 100.0 4.7 0.7 5.4 7.7 20.6 2.1 11.8 28.1 7.1 4.6 2.8 4.5

Wisconsin 91,892 100.0 4.3 1.1 4.3 7.1 31.8 2.7 7.9 20.5 12.0 2.6 3.5 2.2

Wyoming 8,379 100.0 3.9 1.0 6.0 5.7 25.7 2.3 8.0 25.4 12.4 4.8 3.3 1.5

Outlying areas

Puerto Rico 128,630 100.0 1.7 1.1 4.1 1.0 43.2 1.2 6.7 26.8 8.3 2.2 2.1 1.6

Other b

b. Includes American Samoa, Guam, Northern Mariana Islands, Virgin Islands, foreign countries, and unknown state code.

15,588 100.0 2.8 1.2 5.7 1.5 24.8 2.6 12.2 26.4 10.5 2.0 3.8 6.5
5.J OASDI Current-Pay Benefits: Geographic Data

5.78 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTES: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

. . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Shirley Turpin (410) 965-0181.

Table 5.J14—Number, average monthly benefit, and median monthly benefit, by state or other area and type of 

disabled beneficiary, December 2002

State or area

All disabled beneficiaries Disabled workers Disabled adult children Disabled widow(er)s 

Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars)

All areas a

a. Includes beneficiaries with unknown state code.

6,490,390 792.40 733.70 5,535,860 834.10 776.00 748,660 551.00 541.00 205,870 546.20 524.70

Alabama 161,910 763.40 705.70 139,260 805.40 744.70 16,590 494.00 467.00 6,060 537.20 520.00

Alaska 9,080 791.20 719.70 8,110 817.80 740.00 760 562.20 550.50 210 594.40 572.00

Arizona 109,510 833.80 777.30 97,760 865.20 807.90 8,570 569.80 567.00 3,180 582.40 579.50

Arkansas 97,550 746.00 697.70 84,890 786.00 738.70 8,960 480.60 455.40 3,700 472.20 469.50

California 548,280 812.00 752.70 474,520 849.00 792.70 60,460 572.20 567.00 13,300 588.00 552.50

Colorado 72,070 796.20 739.70 64,170 825.40 770.00 5,990 569.00 577.00 1,910 528.40 502.00

Connecticut 68,000 822.00 759.00 56,890 863.60 798.70 9,380 615.80 625.50 1,730 574.80 541.00

Delaware 19,600 831.00 763.40 17,220 865.20 807.40 1,920 595.80 589.20 460 531.40 550.50

District of Columbia 10,570 731.40 684.70 8,840 777.20 733.90 1,470 494.40 460.70 260 515.00 519.50

Florida 379,870 803.80 747.70 336,340 837.60 783.00 32,730 549.00 540.00 10,800 521.80 493.00

Georgia 199,160 774.20 724.70 171,920 815.80 763.70 20,140 515.80 491.00 7,100 498.40 456.50

Hawaii 18,410 803.60 744.00 15,680 847.00 795.00 2,330 544.00 548.70 400 608.40 578.00

Idaho 26,430 793.20 733.00 23,300 822.60 760.90 2,420 562.40 546.40 710 614.00 614.00

Illinois 229,380 815.80 757.00 189,620 861.60 805.70 32,070 599.80 604.00 7,690 583.60 577.00

Indiana 141,420 802.20 741.70 119,440 841.40 780.00 17,190 594.20 602.70 4,790 574.80 571.00

Iowa 63,650 766.00 707.00 53,210 805.20 750.70 8,710 571.40 557.00 1,730 540.40 527.00

Kansas 52,920 774.60 714.70 45,290 809.80 751.70 6,090 572.20 556.70 1,540 540.40 536.50

Kentucky 158,190 777.80 717.70 135,740 822.00 762.70 15,780 490.40 457.00 6,670 558.20 544.00

Louisiana 121,010 773.60 713.70 97,970 834.40 777.00 17,450 494.40 459.00 5,590 581.20 547.00

Maine 44,220 730.60 686.40 38,580 761.00 712.00 4,520 523.80 517.00 1,120 514.20 504.00

Maryland 90,880 826.20 769.00 77,560 867.60 813.70 10,910 586.80 568.00 2,410 576.00 570.00

Massachusetts 155,120 784.40 727.00 133,310 822.00 761.00 18,180 564.00 561.00 3,630 511.40 490.00

Michigan 243,050 846.20 786.70 202,770 892.20 841.00 32,020 617.80 635.90 8,260 601.40 589.00

Minnesota 88,210 777.20 716.70 74,630 816.20 755.70 11,750 566.00 567.00 1,830 546.80 531.00

Mississippi 110,030 734.80 689.00 94,250 779.20 726.70 11,180 456.00 430.50 4,600 499.60 471.50

Missouri 158,550 779.40 720.70 137,200 815.20 754.70 15,910 552.80 542.00 5,440 542.40 514.00

Montana 20,970 777.20 723.00 18,290 813.40 761.70 2,080 532.20 535.50 600 522.40 489.00

Nebraska 32,910 752.60 688.00 28,230 787.20 717.00 3,960 548.40 535.00 720 521.00 513.00

Nevada 40,040 873.60 827.90 36,790 896.80 848.70 2,250 613.00 621.00 1,000 607.40 590.00

New Hampshire 29,180 804.60 746.70 25,450 837.80 781.70 3,080 589.00 574.40 650 529.60 483.00

New Jersey 158,710 858.80 799.00 134,980 902.60 850.00 19,580 619.80 626.00 4,150 560.40 517.70

New Mexico 40,710 760.60 711.70 35,460 799.20 746.00 4,130 480.20 453.70 1,120 569.80 561.00

New York 424,050 833.80 766.00 355,400 881.60 824.00 56,250 595.60 599.00 12,400 545.20 525.40

North Carolina 242,830 771.60 729.70 211,470 813.40 769.10 23,160 505.00 486.00 8,200 446.80 419.50

North Dakota 12,320 730.00 661.90 9,980 780.40 721.50 2,020 516.20 486.00 320 505.40 514.50

Ohio 254,030 781.80 718.70 209,210 824.00 764.00 35,990 581.80 580.00 8,830 599.60 597.00

Oklahoma 85,740 777.20 723.70 73,620 817.20 769.00 9,260 531.20 518.40 2,860 544.60 526.50

Oregon 74,890 798.80 740.00 65,490 827.60 772.00 7,240 601.40 600.90 2,160 587.80 589.50

Pennsylvania 291,630 806.20 746.00 242,990 851.00 799.00 39,070 582.00 585.00 9,570 582.60 585.00

Rhode Island 29,010 782.20 723.00 24,950 815.80 757.70 3,340 577.60 588.00 720 569.80 558.50

South Carolina 129,490 776.80 734.00 111,370 823.20 778.00 13,380 497.60 474.40 4,740 472.20 446.90

South Dakota 15,620 729.00 679.00 13,000 769.60 710.40 2,240 528.60 522.00 380 527.00 547.40

Tennessee 180,720 759.00 711.00 154,500 801.40 750.40 18,790 509.20 491.00 7,430 510.00 502.00

Texas 346,340 780.40 727.00 293,030 826.40 774.00 40,100 521.60 495.00 13,210 543.60 525.00

Utah 27,970 788.00 716.00 24,050 824.00 752.70 3,230 570.00 557.00 690 554.20 524.00

Vermont 16,190 758.80 709.70 13,780 801.40 749.70 1,920 516.00 518.50 490 512.40 542.00

Virginia 162,500 791.80 735.70 139,550 834.80 780.00 17,530 527.80 506.70 5,420 538.00 518.40

Washington 115,320 816.60 755.90 100,830 847.00 788.00 11,500 608.60 616.50 2,990 593.60 592.00

West Virginia 81,840 820.40 756.40 68,190 876.80 827.70 10,370 516.80 501.00 3,280 609.00 603.40

Wisconsin 109,260 789.00 728.00 91,260 828.40 771.40 15,460 595.80 601.40 2,540 550.20 530.50

Wyoming 9,700 806.20 725.00 8,560 838.40 766.70 880 554.80 546.50 260 599.60 535.00

Outlying areas

American Samoa 1,260 620.80 583.70 1,210 621.60 584.70 20 447.80 447.90 30 703.60 653.00

Guam 1,080 698.80 636.70 960 741.00 674.90 100 347.60 345.90 20 425.00 425.00

Northern Mariana Islands 150 323.60 246.00 90 393.80 300.00 60 218.60 200.00 0 . . . . . .

Puerto Rico 159,180 653.20 625.70 131,340 712.80 664.80 22,800 352.40 331.00 5,040 457.80 435.90

Virgin Islands 1,710 740.80 709.70 1,260 829.00 809.20 380 472.80 409.70 70 610.80 602.70

Foreign countries 17,620 617.00 578.00 11,820 718.20 686.40 4,960 392.80 362.40 840 517.60 502.00
5.K OASDI Current-Pay Benefits: Direct Deposit

Annual Statistical Supplement, 2003 ♦ 5.79

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

CONTACT: Joseph Bondar (410) 965-0162 or Shirley Turpin (410) 965-0181.

Table 5.K1—Number and percentage of beneficiaries and average monthly benefit, by state or other area and 

direct deposit status, December 2002

State or area

All beneficiaries Beneficiaries using direct deposit Beneficiaries not using direct deposit

Number

Average monthly

benefit (dollars) Number

Percentage of

all beneficiaries

Average monthly

benefit (dollars) Number

Percentage of

all beneficiaries

Average monthly

benefit (dollars)

All areas 46,452,550 815.00 37,366,610 80.4 847.90 9,085,940 19.6 679.80

Alabama 856,990 758.40 635,990 74.2 803.10 221,000 25.8 629.70

Alaska 58,980 768.60 46,810 79.4 799.80 12,170 20.6 648.50

Arizona 834,520 834.20 740,130 88.7 859.80 94,390 11.3 633.00

Arkansas 528,840 742.70 401,430 75.9 781.80 127,410 24.1 619.30

California 4,304,080 824.90 3,702,980 86.0 845.90 601,100 14.0 695.30

Colorado 549,870 802.50 462,780 84.2 825.50 87,090 15.8 680.30

Connecticut 581,160 908.30 459,860 79.1 937.60 121,300 20.9 797.20

Delaware 140,960 862.70 119,940 85.1 887.10 21,020 14.9 723.50

District of Columbia 73,280 709.60 55,160 75.3 739.00 18,120 24.7 620.40

Florida 3,278,010 825.60 2,923,450 89.2 847.30 354,560 10.8 646.20

Georgia 1,146,950 781.50 869,040 75.8 825.40 277,910 24.2 644.30

Hawaii 193,220 819.30 167,310 86.6 837.00 25,910 13.4 705.30

Idaho 204,970 801.30 177,490 86.6 820.50 27,480 13.4 677.30

Illinois 1,862,070 859.10 1,500,820 80.6 885.40 361,250 19.4 750.10

Indiana 1,012,160 855.10 801,060 79.1 885.10 211,100 20.9 741.40

Iowa 542,290 823.10 467,870 86.3 842.20 74,420 13.7 702.80

Kansas 441,780 840.10 369,820 83.7 863.10 71,960 16.3 721.90

Kentucky 754,480 751.00 535,190 70.9 798.50 219,290 29.1 635.30

Louisiana 725,200 734.80 492,660 67.9 790.40 232,540 32.1 617.10

Maine 258,140 749.30 201,930 78.2 783.30 56,210 21.8 627.30

Maryland 743,760 834.20 594,900 80.0 858.90 148,860 20.0 735.60

Massachusetts 1,062,670 829.50 847,860 79.8 856.40 214,810 20.2 723.20

Michigan 1,677,280 874.00 1,383,350 82.5 901.80 293,930 17.5 743.40

Minnesota 755,250 823.60 636,430 84.3 847.20 118,820 15.7 696.80

Mississippi 531,390 716.80 399,510 75.2 760.80 131,880 24.8 583.70

Missouri 1,021,950 803.40 821,970 80.4 832.20 199,980 19.6 685.00

Montana 161,580 788.10 136,730 84.6 809.30 24,850 15.4 672.00

Nebraska 287,040 808.00 245,050 85.4 828.70 41,990 14.6 687.50

Nevada 314,120 846.30 267,540 85.2 865.70 46,580 14.8 734.60

New Hampshire 207,860 843.40 173,210 83.3 860.60 34,650 16.7 730.50

New Jersey 1,363,370 915.60 1,100,800 80.7 939.70 262,570 19.3 814.50

New Mexico 289,570 745.50 232,780 80.4 789.10 56,790 19.6 566.60

New York 3,024,130 868.20 2,421,590 80.1 896.90 602,540 19.9 752.50

North Carolina 1,406,150 791.70 1,068,660 76.0 837.40 337,490 24.0 647.10

North Dakota 113,960 764.40 94,010 82.5 788.60 19,950 17.5 650.70

Ohio 1,929,680 829.00 1,493,540 77.4 859.00 436,140 22.6 726.50

Oklahoma 605,840 782.70 485,260 80.1 814.70 120,580 19.9 654.20

Oregon 587,580 803.70 526,250 89.6 852.80 61,330 10.4 701.20

Pennsylvania 2,376,520 850.00 1,897,440 79.8 874.60 479,080 20.2 752.60

Rhode Island 191,490 829.30 151,590 79.2 859.80 39,900 20.8 713.40

South Carolina 718,990 784.70 548,760 76.3 831.50 170,230 23.7 633.80

South Dakota 137,630 752.50 116,580 84.7 775.30 21,050 15.3 626.10

Tennessee 1,028,360 778.30 778,820 75.7 820.60 249,540 24.3 646.30

Texas 2,730,970 784.90 2,136,140 78.2 826.90 594,830 21.8 634.30

Utah 250,840 818.80 216,810 86.4 841.50 34,030 13.6 673.90

Vermont 106,860 801.90 87,390 81.8 827.30 19,470 18.2 688.20

Virginia 1,072,310 799.60 830,130 77.4 835.50 242,180 22.6 676.50

Washington 874,040 858.20 777,300 88.9 877.70 96,740 11.1 701.70

West Virginia 398,700 788.30 260,560 65.4 834.40 138,140 34.6 701.40

Wisconsin 915,290 848.60 773,600 84.5 869.60 141,690 15.5 733.80

Wyoming 79,190 825.00 67,470 85.2 844.10 11,720 14.8 715.40

Outlying areas

Puerto Rico 688,140 529.50 371,960 54.1 611.60 316,180 45.9 433.00

Other a

a. Includes American Samoa, Guam, Northern Mariana Islands, Virgin Islands, and foreign countries.

452,090 496.40 290,900 64.3 502.00 161,190 35.7 486.40
5.L OASDI Current-Pay Benefits: With Representative Payee

5.80 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Robert L. Hackendorf (410) 965-5536 or Cherice N. Jefferies (410) 965-5520.

Table 5.L1—Number of beneficiaries with a representative payee as a percentage of all beneficiaries, by type of 

beneficiary and age, December 2002

Type of beneficiary and age All beneficiaries

Beneficiaries with representative payee

Number

Percentage of

all beneficiaries

Total a

a. Includes special age-72 beneficiaries.

46,452,550 4,900,250 10.5

Adult beneficiaries 43,410,850 1,860,850 4.3

Retired workers 29,203,660 434,160 1.5

Under 65 2,578,870 5,760 0.2

65–74 14,181,970 130,170 0.9

75–84 9,362,710 148,170 1.6

85 or older 3,080,110 150,060 4.9

Disabled workers 5,535,860 663,120 12.0

Under 35 379,030 110,480 29.1

35–44 967,040 169,230 17.5

45–54 1,752,400 211,670 12.1

55 or older 2,437,390 171,740 7.0

Wives and husbands 2,832,350 21,290 0.8

Under 65 460,950 2,600 0.6

65–74 1,424,150 8,460 0.6

75–84 829,330 7,550 0.9

85 or older 117,920 2,680 2.3

Widow(er)s b

b. Includes nondisabled widow(er)s, widowed mothers and fathers, and parents.

4,759,280 136,830 2.9

Under 65 646,300 2,610 0.4

65–74 1,400,840 21,260 1.5

75–84 1,743,600 48,710 2.8

85 or older 968,540 64,250 6.6

Disabled widow(er)s 205,870 14,200 6.9

Under 55 27,080 2,170 8.0

55–64 178,790 12,030 6.7

Disabled adult children 748,660 587,910 78.5

Under 35 208,460 148,070 71.0

35–44 208,630 164,690 78.9

45–54 172,450 141,180 81.9

55 or older 159,120 133,970 84.2

Students aged 18–19 125,170 3,330 2.7

Children under age 18 3,041,690 3,039,400 99.9

In custody of parent payee 2,724,180 2,724,180 100.0

Not in custody of parent payee 317,510 315,220 99.3
5.M OASDI Current-Pay Benefits: International Agreements

Annual Statistical Supplement, 2003 ♦ 5.81

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Dana N. Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

Table 5.M1—Number of beneficiaries and average monthly benefit under U.S. totalization agreements, by country 

and type of benefit, December 1983–2002, selected years 

Year and country Total

Retired

workers

Disabled

workers

Wives and

husbands Widow(er)s a

a. Includes nondisabled and disabled widow(er)s and mothers and fathers.

Children

Number

1983 1,541 970 97 266 109 99

1984 2,717 1,664 254 435 202 162

1985 7,857 4,773 404 1,730 578 372

1990 27,662 17,432 1,609 5,801 2,078 742

1995 54,806 35,925 2,428 10,974 4,431 1,048

1996 59,455 39,085 2,514 11,917 4,893 1,046

1997 63,842 42,163 2,662 12,583 5,342 1,092

1998 68,748 45,632 2,708 13,376 5,926 1,106

1999 74,933 50,018 2,749 14,421 6,636 1,109

2000 82,404 55,398 2,687 15,806 7,302 1,211

2001 88,770 59,713 2,859 17,013 7,917 1,268

2002 94,350 63,418 2,992 18,032 8,585 1,323

Austria 776 572 63 89 34 18

Belgium 560 406 6 98 41 9

Canada 38,801 23,875 1,512 8,406 4,497 511

Chile 2 b

b. Not shown to avoid disclosure of information regarding particular individuals.

b b bb

Finland 170 124 9 25 6 6

France 3,260 2,361 38 581 222 58

Germany 14,374 10,828 644 1,925 789 188

Greece 2,097 1,412 94 423 127 41

Ireland 1,086 786 29 182 68 21

Italy 7,556 4,831 101 1,432 1,076 116

Luxembourg 30 b b b b b

Netherlands 1,793 1,265 11 380 111 26

Norway 3,082 1,983 96 622 340 41

Portugal 1,717 1,116 102 281 176 42

Spain 1,783 1,094 65 389 190 45

Sweden 1,284 957 25 227 53 22

Switzerland 3,016 2,219 30 592 136 39

United Kingdom 12,963 9,569 165 2,375 716 138

Average monthly benefit (dollars)

1983 62.61 68.77 145.68 24.01 49.27 40.16

1984 79.29 90.32 144.07 25.64 51.61 42.90

1985 73.52 86.52 147.43 32.04 60.94 38.79

1990 108.07 122.87 223.71 44.37 88.01 63.88

1995 134.13 155.20 271.21 51.27 108.60 69.88

1996 138.89 160.65 287.11 52.80 112.45 74.22

1997 143.69 165.94 298.78 54.24 115.62 74.27

1998 146.37 169.15 305.43 55.08 117.87 73.49

1999 151.22 174.94 312.05 56.58 123.64 78.56

2000 157.03 182.39 324.60 59.01 127.96 79.70

2001 162.05 188.04 340.20 60.96 131.50 83.98

2002 165.18 191.74 345.58 62.45 134.02 86.28

Austria 200.41 225.86 219.73 62.79 163.38 74.22

Belgium 166.74 194.02 382.50 58.28 151.04 44.67

Canada 138.93 159.03 333.56 58.93 122.20 87.52

Chile 146.50 b b b bb

Finland 172.06 173.48 462.78 63.12 207.17 125.33

France 175.76 203.73 387.55 67.67 154.30 63.28

Germany 211.09 237.11 335.02 63.75 143.09 81.69

Greece 143.02 153.49 376.95 62.95 135.72 94.76

Ireland 187.92 206.30 519.41 73.93 176.03 68.33

Italy 151.01 179.28 432.93 60.45 124.81 89.25

Luxembourg 196.96 b b b bb

Netherlands 159.78 186.13 617.09 66.71 149.84 87.23

Norway 162.11 179.98 403.20 69.76 165.03 109.85

Portugal 156.44 166.52 354.69 64.68 138.54 95.93

Spain 143.48 161.86 330.51 59.65 150.11 123.02

Sweden 153.49 170.40 308.32 65.87 171.04 103.68

Switzerland 156.07 179.24 416.42 63.12 149.35 71.26

United Kingdom 206.69 242.44 365.29 70.09 170.27 77.61

6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2003 ♦ 6.1

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Benefits not necessarily payable at time of award.

. . . = not applicable. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 6.A1—Number, by type of benefit, 1940–2002

Year

All

benefits

Retired

workers

Disabled

workers

Wives and

husbands of— Children of—

Widowed

mothers

and

fathers Widow(er)s Parents

Special

age-72

beneficiariesRetired

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Total 185,609,790 76,358,747 19,823,005 17,879,508 3,694,843 7,020,103 20,634,107 14,210,430 4,743,351 19,864,372 113,890 1,267,434

1940 254,984 132,335 . . . 34,555 . . . 8,249 51,133 . . . 23,260 4,600 852 . . .

1941 269,286 114,660 . . . 36,213 . . . 6,031 69,588 . . . 30,502 11,020 1,272 . . .

1942 258,116 99,622 . . . 33,250 . . . 4,859 72,525 . . . 31,820 14,774 1,266 . . .

1943 262,865 89,070 . . . 31,916 . . . 3,652 81,967 . . . 35,420 19,576 1,264 . . .

1944 318,949 110,097 . . . 40,349 . . . 4,350 95,326 . . . 42,649 24,759 1,419 . . .

1945 462,463 185,174 . . . 63,068 . . . 7,215 120,299 . . . 55,108 29,844 1,755 . . .

1946 547,150 258,980 . . . 88,515 . . . 10,736 104,139 . . . 44,190 38,823 1,767 . . .

1947 572,909 271,488 . . . 94,189 . . . 12,446 103,308 . . . 42,807 45,249 3,422 . . .

1948 596,201 275,903 . . . 98,554 . . . 12,604 106,351 . . . 44,276 55,667 2,846 . . .

1949 682,241 337,273 . . . 117,356 . . . 15,854 103,068 . . . 43,087 62,928 2,675 . . .

1950 962,628 567,131 . . . 162,768 . . . 25,495 97,146 . . . 41,101 66,735 2,252 . . .

1951 1,336,432 702,984 . . . 228,887 . . . 40,958 189,542 . . . 78,323 89,591 6,147 . . .

1952 1,053,303 531,206 . . . 177,707 . . . 24,695 158,650 . . . 64,875 92,302 3,868 . . .

1953 1,419,462 771,671 . . . 246,856 . . . 33,868 178,310 . . . 71,945 112,866 3,946 . . .

1954 1,401,733 749,911 . . . 236,764 . . . 35,938 176,858 . . . 70,775 128,026 3,461 . . .

1955 1,657,773 909,883 . . . 288,915 . . . 40,402 198,393 . . . 76,018 140,624 3,538 . . .

1956 1,855,296 934,033 . . . 384,562 . . . 37,900 173,883 . . . 67,475 253,524 3,919 . . .

1957 2,832,344 1,424,975 178,802 578,012 . . . 81,842 231,321 . . . 88,174 244,633 4,585 . . .

1958 a

a. January–November.

2,123,465 1,041,668 131,382 366,553 12,920 63,408 205,110 18,264 81,467 199,320 3,373 . . .

1959 b

b. Includes December 1958.

2,501,802 1,089,740 177,811 390,517 54,299 83,157 265,123 78,655 102,020 252,683 7,797 . . .

1960 2,336,144 981,717 207,805 339,987 54,187 69,979 241,430 104,310 92,607 239,267 4,855 . . .

1961 3,046,653 1,361,505 279,758 394,198 77,588 126,019 264,440 189,283 98,449 251,275 4,138 . . .

1962 3,004,501 1,347,268 250,634 393,857 69,212 135,984 266,286 170,354 99,925 267,051 3,930 . . .

1963 2,729,559 1,145,602 223,739 345,610 66,543 115,220 281,511 163,967 104,960 278,709 3,698 . . .

1964 2,552,063 1,041,807 207,592 316,262 59,706 100,051 288,304 145,439 106,249 283,263 3,390 . . .

1965 3,072,426 1,183,133 253,499 321,015 69,183 134,187 451,399 197,616 100,005 359,431 2,958 . . .

1966 4,722,483 1,647,524 278,345 396,856 81,238 195,055 584,901 276,093 107,135 403,595 3,202 748,539

1967 3,596,770 1,161,130 301,359 319,503 87,296 167,676 534,568 282,662 110,762 355,589 2,658 273,567

1968 3,619,927 1,240,098 323,154 329,935 89,603 172,460 593,331 299,016 113,765 375,391 2,144 81,030

1969 3,699,633 1,272,784 344,741 335,723 94,690 176,162 622,109 313,629 116,922 375,753 2,093 45,027

1970 3,722,433 1,338,107 350,384 339,447 96,304 182,595 591,724 316,546 112,377 363,216 1,852 29,881

1971 3,965,157 1,391,403 415,897 338,219 113,222 196,589 613,193 372,224 116,548 381,262 1,635 24,965

1972 4,202,607 1,461,399 455,438 353,742 124,366 209,422 643,513 411,766 117,699 402,809 2,086 20,367

1973 4,220,493 1,493,194 491,616 349,493 128,198 217,708 618,825 413,751 118,775 372,167 1,655 15,111

1974 4,100,809 1,413,145 535,977 319,149 132,042 201,684 574,174 443,909 109,221 363,693 1,155 6,660

1975 4,427,138 1,505,750 592,049 350,558 148,741 225,579 591,118 515,216 116,224 377,246 969 3,688

1976 4,351,654 1,475,773 551,460 346,623 147,407 236,805 578,905 511,487 113,520 385,373 914 3,387

1977 4,610,730 1,593,631 568,874 390,874 151,938 259,447 587,589 518,477 118,821 416,735 870 3,474

1978 4,166,571 1,472,786 464,415 346,956 130,161 214,284 566,992 453,382 110,015 403,679 844 3,057

1979 4,229,286 1,590,854 416,713 358,163 113,243 247,800 544,549 399,172 110,424 445,555 788 2,025

1980 4,214,567 1,612,669 396,559 360,693 108,500 248,658 540,246 385,208 107,809 452,156 724 1,345

1981 4,029,827 1,578,990 351,847 338,540 95,575 211,406 535,487 339,654 99,653 477,121 606 948

1982 3,840,579 1,618,411 297,131 349,967 77,835 182,849 473,396 260,470 86,786 492,451 498 785

1983 3,755,994 1,669,738 311,549 356,274 80,079 144,945 380,992 226,895 82,464 501,688 431 939

1984 3,690,103 1,607,370 361,998 342,691 81,834 131,986 351,326 238,252 73,794 499,677 383 792

1985 3,796,394 1,690,490 377,371 356,558 83,511 128,076 332,531 253,025 72,241 501,673 381 537

1986 3,853,454 1,734,248 416,865 358,115 82,435 122,652 319,808 258,167 69,340 491,052 344 428

1987 3,733,853 1,681,716 415,848 333,333 77,316 117,984 310,573 256,742 64,777 475,035 286 243

1988 3,680,969 1,654,068 409,490 316,929 73,790 116,659 324,346 265,026 62,676 457,574 263 148

1989 3,646,349 1,656,744 425,582 310,498 69,113 106,491 307,484 261,387 59,525 449,139 281 105

1990 3,716,924 1,664,754 467,977 308,980 69,667 108,105 303,616 283,586 58,060 451,862 233 84

1991 3,865,426 1,695,346 536,434 307,000 72,754 107,261 301,459 318,188 57,896 468,788 246 54

1992 4,050,849 1,707,949 636,637 304,764 78,083 108,686 304,300 381,585 56,402 472,078 298 67

1993 4,001,201 1,661,281 635,238 290,728 74,605 106,566 311,290 398,598 56,408 466,198 238 51

1994 3,940,342 1,625,347 631,870 275,025 69,549 102,983 310,051 411,205 54,732 459,340 213 27

1995 3,882,193 1,609,174 645,832 258,740 63,097 101,239 306,044 401,295 51,645 444,899 200 28

1996 3,793,238 1,581,452 624,335 244,014 57,528 98,655 302,480 397,350 49,150 438,081 177 16

1997 3,865,966 1,718,623 587,417 268,012 50,818 97,594 297,204 362,548 43,504 440,076 157 13

1998 3,800,259 1,631,511 608,131 263,668 47,550 96,893 294,851 371,426 42,395 443,669 152 13

1999 3,917,099 1,690,024 620,488 275,568 46,164 99,826 295,196 378,144 41,756 469,806 118 9

2000 4,290,080 1,960,649 621,650 341,503 43,941 115,358 297,686 363,632 40,491 505,021 135 14

2001 4,161,971 1,779,228 691,309 314,547 43,412 110,680 302,445 383,049 41,323 495,848 129 1

2002 4,335,714 1,812,551 750,003 317,685 45,600 116,186 310,395 419,780 40,829 522,537 139 9
6.A OASDI Benefits Awarded: Summary

6.2 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 6.A2—Average primary insurance amount for retired workers and average monthly benefit for retired and 

disabled workers, and nondisabled widows, by type of benefit and sex, selected years 1940–2002 (in dollars)

Year a

a. Some years are shown in several parts to reflect changes in benefit rates during the year.

Average primary insurance amount

for retired workers (dollars)

Average monthly benefit (dollars)

Retired workers Disabled workers Nondisabled

All Men Women All Men Women All Men Women widows

1940 22.71 23.26 18.38 22.71 23.26 18.38 . . . . . . . . . 20.36

1945 25.11 25.71 19.99 25.11 25.71 19.99 . . . . . . . . . 20.17

1950 (Jan.–Aug.) 29.03 30.16 22.98 29.03 30.16 22.98 . . . . . . . . . 21.65

1950 (Sept.–Dec.) 33.24 35.32 26.85 33.24 35.32 26.85 . . . . . . . . . 36.89

1955 69.74 75.86 56.05 69.74 75.86 56.05 . . . . . . . . . 49.68

1960 83.87 92.03 69.23 81.73 92.03 63.26 91.16 94.02 78.91 62.12

1965 (Jan.–Aug.) 88.57 96.56 74.99 82.69 90.89 68.78 93.26 97.89 80.27 73.81

1965 (Sept.–Dec.) 99.36 108.79 82.34 89.20 99.90 71.26 101.30 106.51 86.75 75.37

1970 133.94 146.99 113.69 123.82 136.80 103.67 139.79 148.39 115.74 106.95

1975 (Jan.–May) 216.56 242.76 176.76 196.42 220.35 160.50 220.60 241.48 175.27 185.34

1975 (June–Dec.) 235.13 264.67 191.56 213.68 241.05 173.31 243.47 266.08 192.13 198.88

1980 (Jan.–May) 353.80 411.70 270.50 321.10 374.00 244.90 352.10 388.80 269.70 277.50

1980 (June–Dec.) 396.30 465.50 301.00 359.80 422.90 272.90 396.50 437.90 301.00 312.80

1981 (Jan.–May) 400.10 467.50 302.60 363.60 424.20 276.00 389.80 431.40 295.00 313.00

1981 (June–Dec.) 438.80 514.50 332.60 400.10 468.00 304.80 425.60 471.30 320.70 346.30

1982 (Jan.–May) 425.60 504.20 315.10 388.40 457.50 291.40 416.90 462.40 312.70 350.80

1982 (June–Dec.) 447.10 532.70 328.50 408.60 483.00 305.50 441.10 489.50 328.00 375.30

1983 (Jan.–Nov.) 448.00 531.60 330.00 408.20 480.30 306.50 432.40 480.30 317.90 385.10

1983 (Dec.) 451.20 546.40 325.50 410.20 491.80 302.50 445.30 496.80 333.20 400.50

1984 (Jan.–Nov.) 457.10 544.40 335.60 414.70 489.40 310.90 443.00 494.00 332.20 406.80

1984 (Dec.) 471.00 565.70 343.00 429.50 511.30 318.90 461.10 516.50 342.90 428.00

1985 (Jan.–Nov.) 475.70 566.20 348.00 432.00 509.60 322.20 459.20 514.00 345.00 431.10

1985 (Dec.) 487.60 588.30 352.00 443.10 530.00 326.10 477.60 535.90 357.20 436.90

1986 (Jan.–Nov.) 500.30 596.90 363.50 453.10 536.00 335.70 471.50 527.60 358.20 452.10

1986 (Dec.) 504.60 611.00 361.70 456.90 548.40 334.00 489.00 546.90 369.60 446.20

1987 (Jan.–Nov.) 516.80 618.90 374.10 466.10 553.60 343.90 487.00 546.80 368.90 462.00

1987 (Dec.) 536.90 648.80 386.80 484.00 580.00 355.20 517.10 583.40 391.80 477.40

1988 (Jan.–Nov.) 540.70 648.60 390.40 487.80 580.30 359.00 517.20 581.90 392.60 488.80

1988 (Dec.) 560.00 679.50 401.20 504.90 607.00 369.20 543.00 612.70 410.00 499.20

1989 (Jan.–Nov.) 572.80 686.90 412.90 516.60 614.80 379.00 539.90 608.00 414.40 512.90

1989 (Dec.) 597.50 724.90 425.90 538.70 647.50 392.10 571.20 645.90 437.50 525.70

1990 (Jan.–Nov.) 609.00 729.70 438.20 550.50 654.60 403.30 566.90 637.80 438.90 541.10

1990 (Dec.) 626.40 761.00 447.30 559.30 672.10 409.30 600.60 676.90 466.60 566.60

1991 (Jan.–Nov.) 642.80 768.90 460.40 583.50 692.30 426.10 593.00 666.90 464.20 573.70

1991 (Dec.) 656.20 793.40 467.40 592.80 709.50 432.10 613.20 689.70 481.50 582.10

1992 (Jan.–Nov.) 671.60 803.10 483.40 608.60 721.90 446.50 601.60 677.00 474.70 596.90

1992 (Dec.) 688.30 829.30 493.80 620.70 740.90 454.90 625.70 706.50 490.30 604.00

1993 (Jan.–Nov.) 697.10 831.50 507.10 630.60 746.20 467.00 621.70 699.80 494.70 620.70

1993 (Dec.) 716.20 861.70 519.00 645.90 769.80 477.90 649.90 735.70 512.30 618.90

1994 (Jan.–Nov.) 722.90 862.90 530.30 651.00 771.30 485.40 647.00 731.30 518.50 637.80

1994 (Dec.) 741.90 892.40 541.50 665.70 794.20 494.50 684.80 776.50 549.00 644.60

1995 (Jan.–Nov.) 744.30 887.00 551.40 671.70 794.30 505.80 675.70 767.30 546.00 662.50

1995 (Dec.) 765.30 917.60 563.60 668.40 818.00 516.70 703.40 798.70 568.70 675.40

1996 (Jan.–Nov.) 769.20 916.80 572.40 693.60 820.50 524.50 693.70 788.90 567.80 683.10

1996 (Dec.) 788.90 950.20 582.90 708.70 846.00 533.30 727.70 832.00 590.00 690.30

1997 (Jan.–Nov.) 787.10 951.70 608.50 723.30 854.30 581.30 718.30 820.40 590.70 700.60

1997 (Dec.) 812.80 982.00 610.40 734.50 876.90 564.40 748.40 851.60 615.10 699.90

1998 (Jan.–Nov.) 819.50 983.10 620.00 744.70 882.10 577.10 737.00 841.50 610.60 716.70

1998 (Dec.) 831.10 1,003.20 628.80 754.20 898.40 584.70 762.00 870.30 633.80 711.00

1999 (Jan.–Nov.) 857.60 1,023.20 649.50 777.10 918.40 599.60 763.90 870.60 636.60 713.30

1999 (Dec.) 875.70 1,043.90 663.70 791.20 934.30 610.70 792.60 904.30 660.60 708.20

2000 (Jan.–Nov.) 904.90 1,069.40 685.40 841.60 990.50 643.00 806.40 917.60 673.20 708.70

2000 (Dec.) 930.00 1,111.00 713.00 842.80 996.50 658.50 846.60 960.20 710.00 715.40

2001 (Jan.–Nov.) 953.90 1,134.50 730.80 855.70 1,008.40 667.20 847.00 961.70 711.00 735.80

2001 (Dec.) 982.10 1,168.90 749.90 881.10 1,039.10 684.70 868.40 982.70 734.90 717.10

2002 (Jan.–Nov.) 1,026.30 1,219.00 788.10 914.10 1,076.80 712.90 897.50 1,019.50 753.30 750.50

2002 (Dec.) 1,029.90 1,230.00 788.50 916.90 1,084.50 714.80 906.70 1,028.10 762.50 751.90
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2003 ♦ 6.3

Table 6.A3—Number and average monthly benefit, by type of benefit, sex, age, basis of entitlement,

and race, 2002

Age and basis of entitlement

All races a White Black Other

Number

Average

monthly

 benefit b

(dollars) Number

Average

monthly

 benefit b

(dollars) Number

Average

monthly

 benefit b

(dollars) Number

Average

monthly

 benefit b

(dollars)

Retired workers c

Total 1,812,700 936.60 1,521,600 962.60 175,900 842.70 114,400 736.60

62–64 1,259,000 891.40 1,077,700 911.50 111,300 817.30 70,000 698.30

65–69 526,400 1,051.60 423,900 1,097.30 61,700 895.20 40,000 815.40

70 or older 27,300 804.90 20,000 859.00 2,900 699.50 4,400 628.50

Men

Subtotal 1,003,500 1,096.30 849,700 1,134.50 89,300 949.50 64,000 796.90

62–64 675,200 1,056.20 580,400 1,089.80 57,000 912.00 37,800 756.60

65–69 318,800 1,191.60 262,800 1,241.50 31,200 1,027.40 24,300 871.70

70 or older 9,500 750.60 6,500 794.20 1,100 677.90 1,900 643.60

Women

Subtotal 809,200 738.50 671,900 745.20 86,600 732.60 50,400 660.00

62–64 583,800 700.70 497,300 703.50 54,300 717.90 32,200 630.00

65–69 207,600 836.50 161,100 862.10 30,500 760.00 15,700 728.40

70 or older 17,800 833.90 13,500 890.20 1,800 712.60 2,500 617.10

Disabled workers

Total 754,900 911.30 522,700 954.40 122,800 827.30 109,100 799.70

Under 30 57,500 523.60 35,500 525.00 11,300 513.80 10,700 529.40

30–39 95,200 770.50 62,600 808.20 17,600 705.20 14,900 689.30

40–49 180,400 886.10 119,400 927.50 29,600 810.00 31,200 801.20

50–54 138,200 956.50 93,100 991.40 23,800 870.70 21,300 899.90

55–59 163,600 1,035.20 121,900 1,071.50 23,500 944.10 18,200 909.10

60 or older 120,000 1,025.80 90,200 1,064.30 17,000 970.20 12,800 828.40

Men

Subtotal 409,600 1,036.10 292,600 1,094.40 60,200 894.00 56,600 887.40

Under 30 32,900 521.80 20,000 521.20 5,800 474.80 7,100 562.00

30–39 48,300 807.10 32,100 843.20 8,800 742.90 7,400 726.60

40–49 95,100 982.60 63,100 1,045.90 14,800 861.20 17,000 856.90

50–54 70,500 1,101.60 50,100 1,146.20 10,200 956.60 10,200 1,027.70

55–59 93,000 1,215.30 72,500 1,260.00 11,500 1,048.40 9,000 1,069.20

60 or older 69,800 1,205.00 54,800 1,240.00 9,100 1,095.50 5,900 1,049.00

Women

Subtotal 345,300 763.30 230,100 776.50 62,600 763.20 52,500 705.10

Under 30 24,600 526.00 15,500 529.90 5,500 554.90 3,600 465.00

30–39 46,900 732.80 30,500 771.30 8,800 667.50 7,500 652.50

40–49 85,300 778.50 56,300 794.80 14,800 758.80 14,200 734.50

50–54 67,700 805.30 43,000 810.90 13,600 806.20 11,100 782.50

55–59 70,600 797.80 49,400 795.00 12,000 844.30 9,200 752.50

60 or older 50,200 776.70 35,400 792.40 7,900 825.80 6,900 639.70

Wives

Total 233,200 402.50 198,000 419.80 16,700 335.20 18,300 276.20

Wives of retired workers

Subtotal 193,400 434.50 166,800 449.60 12,800 371.50 13,600 308.00

Entitlement based on care of children 13,900 398.70 11,600 414.50 1,100 339.00 1,200 300.30

Entitlement based on age 179,500 437.20 155,200 452.20 11,700 374.50 12,400 308.70

62–64 133,400 429.40 116,800 442.20 7,900 389.00 8,500 291.00

65–69 39,300 464.10 32,800 488.40 3,200 342.10 3,300 341.40

70 or older 6,800 434.90 5,600 449.10 600 357.20 600 379.80

Wives of disabled workers

Subtotal 39,800 246.90 31,200 260.20 3,900 216.20 4,700 184.40

Entitlement based on care of children 17,700 184.40 12,300 196.60 2,400 176.20 3,000 141.10

Entitlement based on age 22,100 297.00 18,900 301.60 1,500 280.20 1,700 260.90

Husbands

Total 12,900 236.90 8,800 238.00 1,300 272.10 2,800 217.20

Husbands of retired workers 10,800 249.70 7,800 1,260.00 1,000 296.20 2,000 210.90

Husbands of disabled workers 2,100 171.10 1,000 115.50 300 d 800 232.90

(Continued)
6.A OASDI Benefits Awarded: Summary

6.4 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTES: Race and ethnic designations are collected from the form SS-5 (Application for a Social Security Card). For dependents and survivor beneficiaries, race is assumed 

to be the same as that shown on the SS-5 for the wage earner on whose earnings record the benefit is based.

. . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Children

Total 785,300 . . . 507,300 . . . 162,200 . . . 113,100 . . .

By age

Under age 18 543,100 369.70 339,800 395.90 110,800 303.40 92,000 352.00

Disabled, aged 18 or older 37,500 444.60 26,600 469.40 7,800 379.20 3,000 397.20

Students aged 18–19 204,700 517.00 140,900 542.90 43,600 466.60 18,100 424.00

By basis of entitlement

Children of retired workers 107,600 424.20 76,200 452.40 21,500 368.90 9,600 328.00

Children of deceased workers 296,300 619.30 187,400 656.90 58,200 549.70 48,900 554.00

Children of disabled workers 381,400 246.80 243,700 270.50 82,500 205.90 54,600 201.70

Widowed mothers and fathers

Total 35,500 625.50 24,100 655.20 4,200 542.50 7,200 574.60

By age

Under 30 3,200 515.70 1,700 526.40 500 355.70 1,000 577.50

30–39 12,300 573.60 8,400 595.20 1,600 508.60 2,300 539.80

40–49 14,500 704.50 9,600 752.70 1,700 637.50 3,200 595.70

50–59 4,700 592.90 3,900 593.00 100 d 700 588.70

60 or older 800 622.50 500 713.10 300 d . . . . . .

By basis of entitlement

Widowed mothers 30,800 647.50 20,900 679.40 3,700 557.50 6,200 593.50

Widowed fathers 4,700 481.40 3,200 496.60 500 431.40 1,000 457.40

Nondisabled widow(er)s

Total 330,300 927.80 283,200 958.60 32,300 746.00 14,600 733.20

By age

60–64 154,000 881.60 124,700 913.00 19,100 762.30 10,100 717.60

65–69 54,000 896.10 45,500 932.60 6,400 664.60 2,100 810.00

70–74 32,100 994.50 29,400 1,009.30 1,900 860.70 700 821.20

75 or older 90,200 1,001.80 83,600 1,023.10 4,900 744.50 1,700 694.50

By basis of entitlement

Widows 315,300 943.80 271,400 975.30 30,300 755.40 13,400 734.30

Widowers 15,000 591.30 11,800 576.00 2,000 603.80 1,200 720.40

Disabled widow(er)s

Total 29,200 586.50 20,100 592.80 5,200 537.10 3,800 610.90

By age

50–54 10,700 554.70 6,100 579.70 2,400 511.90 2,100 510.80

55–59 15,500 615.90 12,200 615.20 1,800 542.00 1,500 710.30

60 or older 3,000 548.50 1,800 485.20 1,000 588.70 200 d

By basis of entitlement

Widows 28,400 591.30 19,700 597.40 5,000 537.50 3,600 622.20

Widowers 800 416.20 400 d 200 d 200 d

a. Includes 4,300 persons of unknown race.

b. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

c. Includes conversions from nondisabled widow(er)’s benefits to higher retired-worker benefits.

d. Average benefits are not shown for fewer than 500 beneficiaries.

Table 6.A3—Number and average monthly benefit, by type of benefit, sex, age, basis of entitlement,

and race, 2002—Continued

Age and basis of entitlement

All races a White Black Other

Number

Average

monthly

 benefit b

(dollars) Number

Average

monthly

 benefit b

(dollars) Number

Average

monthly

 benefit b

(dollars) Number

Average

monthly

 benefit b

(dollars)
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2003 ♦ 6.5

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Table 6.A4—Number and average monthly benefit for retired and disabled workers, by age in month of award

and sex, 2002

Age

Total Men Women

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

Retired workers

Total b

b. Includes conversions from nondisabled widow(er)’s benefits to higher retired-worker benefits.

1,812,551 914.30 1,001,135 1,077.30 811,416 713.00

62–64 1,254,782 871.80 673,044 1,039.60 581,738 677.60

62 893,906 822.20 464,647 991.10 429,259 639.40

63 123,999 923.70 70,621 1,075.30 53,378 723.00

64 236,877 1,031.50 137,776 1,184.60 99,101 818.60

65–69 531,976 1,018.90 319,221 1,166.00 212,755 798.20

65 492,116 1,034.60 297,828 1,187.70 194,288 799.80

Disability conversions 217,021 899.10 126,195 1,056.70 90,826 680.20

New entitlements 275,095 1,141.50 171,633 1,284.10 103,462 904.90

66 15,468 812.20 9,038 874.10 6,430 725.20

67 10,081 804.60 5,526 831.70 4,555 771.70

68 7,698 831.80 3,815 851.90 3,883 812.00

69 6,613 881.90 3,014 905.50 3,599 862.10

70–74 21,398 866.30 6,835 816.00 14,563 889.90

75 or older 4,395 610.30 2,035 541.20 2,360 669.80

Disabled workers

Total 750,003 898.10 406,336 1,020.10 343,667 753.90

Under 25 28,103 445.00 16,612 453.70 11,491 432.40

25–29 28,707 603.30 15,129 620.70 13,578 584.00

30–34 37,698 711.10 19,469 738.60 18,229 681.70

35–39 57,039 771.00 29,353 818.40 27,686 720.80

40–44 81,571 829.90 41,836 906.70 39,735 749.00

45–49 100,394 895.00 51,405 1,002.00 48,989 782.80

50–54 134,165 958.60 70,933 1,101.20 63,232 798.70

50 25,511 935.20 13,472 1,063.80 12,039 791.40

51 25,930 945.30 13,654 1,080.20 12,276 795.10

52 26,279 954.00 13,761 1,097.50 12,518 796.10

53 26,952 968.10 14,200 1,115.20 12,752 804.30

54 29,493 986.00 15,846 1,141.60 13,647 805.40

55–59 163,840 1,010.30 91,517 1,181.40 72,323 793.80

55 37,723 1,005.10 20,964 1,164.60 16,759 805.70

56 29,970 999.80 16,603 1,165.00 13,367 794.70

57 30,058 1,001.10 16,549 1,174.40 13,509 788.90

58 31,756 1,017.30 17,853 1,195.10 13,903 788.90

59 34,333 1,026.90 19,548 1,207.00 14,785 788.80

60–64 118,486 1,023.70 70,082 1,191.50 48,404 780.70

60 33,171 1,030.10 19,272 1,204.10 13,899 788.70

61 30,594 1,031.70 18,092 1,199.80 12,502 788.30

62 26,711 1,040.40 15,936 1,210.90 10,775 788.30

63 16,123 1,012.10 9,636 1,174.00 6,487 771.50

64 c

c. Includes 1,038 beneficiaries with awards processed after attainment of age 65.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

11,887 963.70 7,146 1,117.10 4,741 732.40
6.A OASDI Benefits Awarded: Summary

6.6 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Table 6.A5—Number and average monthly benefit with reduction for early retirement, by type of benefit,

age in month of award, and sex, 2002

Age

Total Men Women

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

Retired workers

Total 1,288,882 873.30 692,982 1,040.20 595,900 679.40

62 893,906 822.20 464,647 991.10 429,259 639.40

63 123,999 923.70 70,621 1,075.30 53,378 723.00

64 224,256 1,032.20 130,197 1,184.90 94,059 821.00

65 45,733 962.40 26,875 1,104.00 18,858 760.50

66 or older 988 600.70 642 635.60 346 536.00

Disabled workers

Total 27,323 1,002.90 17,243 1,152.00 10,080 747.90

62 8,197 1,060.40 5,309 1,206.30 2,888 792.10

63 10,215 1,003.40 6,417 1,152.60 3,798 751.30

64 b

b. Includes 768 beneficiaries with awards processed after attainment of age 65.

8,911 949.50 5,517 1,099.10 3,394 706.40

Wives and husbands

Total 249,737 334.30 4,259 205.90 245,478 336.60

By basis of entitlement

Wives and husbands of retired workers 228,808 339.60 3,703 212.70 225,105 341.60

Wives and husbands of disabled workers 20,929 277.40 556 160.60 20,373 280.60

By sex

Wives 245,478 336.60 . . . . . . 245,478 336.60

62 147,278 331.40 . . . . . . 147,278 331.40

63 38,640 326.00 . . . . . . 38,640 326.00

64 45,956 367.50 . . . . . . 45,956 367.50

65 8,110 334.60 . . . . . . 8,110 334.60

66 1,732 303.50 . . . . . . 1,732 303.50

67 or older 3,762 288.40 . . . . . . 3,762 288.40

Husbands 4,259 205.90 4,259 205.90 . . . . . .

Nondisabled widow(er)s

Total 193,628 804.60 13,278 625.00 180,350 817.80

Nondisabled widows 180,350 817.80 . . . . . . 180,350 817.80

60 70,590 849.40 . . . . . . 70,590 849.40

61 22,966 860.80 . . . . . . 22,966 860.80

62 22,235 824.30 . . . . . . 22,235 824.30

63 15,633 782.40 . . . . . . 15,633 782.40

64 22,017 845.50 . . . . . . 22,017 845.50

65 16,168 665.80 . . . . . . 16,168 665.80

66 814 757.50 . . . . . . 814 757.50

67–69 2,029 749.60 . . . . . . 2,029 749.60

70 or older 7,898 719.40 . . . . . . 7,898 719.40

Nondisabled widowers 13,278 625.00 13,278 625.00 . . . . . .
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2003 ♦ 6.7

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 6.A6—Number, percentage distribution, and average monthly benefit for retired and disabled workers,

by state or other area, 2002

State or area

Retired workers Disabled workers

Number Percent

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number Percent

Average

 monthly

 benefit a

(dollars)

All areas b

b. Includes beneficiaries with state code unknown.

1,812,551 100.0 914.30 750,003 100.0 898.10

Alabama 30,846 1.7 888.40 20,045 2.7 875.20

Alaska 3,092 0.2 877.50 1,211 0.2 932.60

Arizona 33,342 1.8 927.80 13,816 1.8 913.10

Arkansas 19,709 1.1 859.40 11,907 1.6 853.40

California 180,114 9.9 904.80 67,656 9.0 863.70

Colorado 23,507 1.3 909.00 7,354 1.0 912.10

Connecticut 22,247 1.2 1,005.80 7,272 1.0 962.10

Delaware 5,555 0.3 957.80 2,332 0.3 927.50

District of Columbia 3,114 0.2 799.50 1,220 0.2 821.80

Florida 121,035 6.7 885.20 40,865 5.4 890.50

Georgia 47,907 2.6 901.90 21,822 2.9 895.00

Hawaii 7,855 0.4 903.40 2,337 0.3 923.00

Idaho 8,416 0.5 885.20 3,460 0.5 877.70

Illinois 73,910 4.1 941.80 28,888 3.9 941.90

Indiana 40,032 2.2 972.80 16,915 2.3 926.50

Iowa 20,327 1.1 920.60 6,812 0.9 881.10

Kansas 16,544 0.9 934.00 5,977 0.8 882.80

Kentucky 26,239 1.4 867.20 16,569 2.2 869.60

Louisiana 24,707 1.4 841.20 14,329 1.9 864.20

Maine 8,984 0.5 836.50 4,911 0.7 818.60

Maryland 31,861 1.8 932.90 10,396 1.4 945.40

Massachusetts 38,525 2.1 922.50 16,856 2.2 887.50

Michigan 63,901 3.5 1,003.20 29,311 3.9 943.40

Minnesota 31,066 1.7 946.20 10,822 1.4 910.30

Mississippi 18,576 1.0 854.10 11,134 1.5 859.00

Missouri 38,150 2.1 899.90 17,727 2.4 895.10

Montana 6,375 0.4 856.80 2,061 0.3 855.30

Nebraska 10,438 0.6 902.80 3,833 0.5 867.40

Nevada 15,529 0.9 904.90 6,119 0.8 938.20

New Hampshire 8,330 0.5 963.40 3,864 0.5 901.70

New Jersey 56,481 3.1 1,009.90 18,529 2.5 1,012.50

New Mexico 11,497 0.6 839.40 5,219 0.7 828.60

New York 122,274 6.7 962.30 45,894 6.1 970.40

North Carolina 57,250 3.2 908.60 27,807 3.7 890.80

North Dakota 3,828 0.2 846.80 1,252 0.2 861.80

Ohio 70,970 3.9 928.70 26,353 3.5 891.20

Oklahoma 23,610 1.3 877.30 10,504 1.4 869.10

Oregon 23,707 1.3 920.10 8,504 1.1 921.40

Pennsylvania 83,448 4.6 954.00 34,734 4.6 903.60

Rhode Island 6,594 0.4 916.50 3,108 0.4 849.70

South Carolina 28,870 1.6 899.00 14,039 1.9 901.30

South Dakota 4,852 0.3 846.90 1,486 0.2 825.00

Tennessee 40,501 2.2 896.90 19,390 2.6 880.50

Texas 111,900 6.2 887.00 51,818 6.9 878.20

Utah 10,575 0.6 918.60 3,411 0.5 893.30

Vermont 4,424 0.2 906.00 1,694 0.2 845.80

Virginia 45,272 2.5 918.10 17,522 2.3 897.60

Washington 36,884 2.0 955.80 14,743 2.0 927.20

West Virginia 12,808 0.7 906.40 8,570 1.1 905.00

Wisconsin 35,652 2.0 954.90 13,603 1.8 920.40

Wyoming 3,317 0.2 906.10 897 0.1 893.70

Outlying areas

Puerto Rico 21,481 1.2 619.20 11,460 1.5 768.30

Other c

c. Includes American Samoa, Guam, Northern Mariana Islands, Virgin Islands, and foreign countries.

16,124 0.9 494.00 1,645 0.2 655.90
6.B OASDI Benefits Awarded: Retired Workers

6.8 ♦ Annual Statistical Supplement, 2003

Table 6.B1—Number of initial awards to retired workers aged 62–64, average primary insurance amount, average 

monthly benefit, and number of months benefits withheld due to earnings, by sex and age in month of award, 2002

Age

All initial

awards a

a. Includes 6,700 awards for which benefits were withheld for reasons other than earnings.

Benefits received for all

entitlement months b

b. Months of entitlement begin with the month of award and end either in December 2002 or the month before the retired-worker benefit is terminated.

Benefits withheld due to earnings for– All entitlement

months

One-half or more of

entitlement months

Less than one-half of

entitlement months

Number 

All beneficiaries

Total 1,226,100 1,144,800 11,400 41,400 21,800

62 882,600 827,400 8,600 26,800 15,200

63 124,900 110,900 2,200 6,700 4,400

64 218,600 206,500 600 7,900 2,200

Men

Subtotal 653,300 606,700 7,500 23,700 11,100

62 459,600 427,800 5,700 14,800 8,200

63 69,200 62,200 1,400 3,600 1,500

64 124,500 116,700 400 5,300 1,400

Women

Subtotal 572,800 538,100 3,900 17,700 10,700

62 423,000 399,600 2,900 12,000 7,000

63 55,700 48,700 800 3,100 2,900

64 94,100 89,800 200 2,600 800

Average primary insurance amount c (dollars)

c. Amount for December 2002 or the amount for the latest month of entitlement multiplied by the December benefit increase.

All beneficiaries

Total 1,040.10 1,036.80 1,140.50 1,137.90 1,015.20

62 1,032.90 1,031.30 1,092.20 1,088.80 1,022.00

63 1,049.60 1,043.70 1,291.80 1,149.00 954.30

64 1,063.70 1,055.40 1,278.40 1,295.00 1,089.90

Men

Subtotal 1,253.30 1,252.30 1,293.00 1,332.90 1,218.70

62 1,261.70 1,263.60 1,231.10 1,288.30 1,231.90

63 1,241.50 1,234.40 1,490.20 1,372.70 1,128.60

64 1,229.00 1,220.30 d

d. Average amounts not shown for groups with fewer than 500 beneficiaries.

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: Excludes persons whose benefits were converted from disabled worker to retired worker in 2002. Includes conversions from nondisabled widow(er)’s benefits to higher 

retired-worker benefits.

CONTACT: Diane Wallace (410) 965-0165 or Barbara Lingg (410) 965-0156.

 1,430.30 1,238.20

Women

Subtotal 796.90 794.00 847.10 876.80 804.10

62 784.30 782.60 819.10 842.70 776.20

63 811.20 800.10 944.50 889.30 864.10

64 845.10 841.20 d 1,019.20 830.40

Average monthly benefit c (dollars)

All beneficiaries

Total 878.30 876.00 933.70 965.70 840.60

62 829.80 828.90 864.90 875.50 809.80

63 927.50 923.30 1,118.00 1,007.40 843.20

64 1,046.10 1,039.60 1,243.60 1,236.20 1,048.30

Men

Subtotal 1,037.50 1,036.20 1,051.00 1,125.80 999.40

62 989.90 990.90 968.80 1,020.40 971.50

63 1,079.60 1,072.80 1,285.60 1,204.80 995.10

64 1,189.90 1,182.80 d 1,366.50 1,167.80

Women

Subtotal 696.70 695.40 708.00 751.30 675.80

62 655.80 655.40 660.80 696.80 620.40

63 738.60 732.30 824.60 778.20 764.60

64 855.70 853.60 d 970.70 839.10
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2003 ♦ 6.9

Table 6.B3—Number and percentage distribution with and without reduction for early retirement,

by sex and monthly benefit, 2002

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All retired workers 1,812,551 100.0 523,669 100.0 1,288,882 100.0

Less than 500.00 288,590 15.9 63,418 12.1 225,172 17.5

500.00–549.90 85,995 4.7 18,376 3.5 67,619 5.2

550.00–599.90 89,718 4.9 18,881 3.6 70,837 5.5

600.00–649.90 86,961 4.8 19,617 3.7 67,344 5.2

650.00–699.90 75,914 4.2 19,922 3.8 55,992 4.3

700.00–749.90 71,734 4.0 20,064 3.8 51,670 4.0

750.00–799.90 69,232 3.8 20,208 3.9 49,024 3.8

800.00–849.90 67,294 3.7 19,683 3.8 47,611 3.7

850.00–899.90 64,524 3.6 18,939 3.6 45,585 3.5

900.00–949.90 63,910 3.5 18,753 3.6 45,157 3.5

950.00–999.90 63,464 3.5 18,777 3.6 44,687 3.5

1,000.00–1,049.90 62,261 3.4 18,428 3.5 43,833 3.4

1,050.00–1,099.90 60,838 3.4 17,892 3.4 42,946 3.3

1,100.00–1,149.90 60,189 3.3 17,731 3.4 42,458 3.3

1,150.00–1,199.90 73,856 4.1 16,507 3.2 57,349 4.4

1,200.00–1,249.90 87,213 4.8 16,371 3.1 70,842 5.5

1,250.00–1,299.90 85,086 4.7 17,679 3.4 67,407 5.2

1,300.00–1,349.90 77,835 4.3 18,561 3.5 59,274 4.6

1,350.00–1,399.90 70,397 3.9 17,743 3.4 52,654 4.1

1,400.00–1,449.90 49,711 2.7 22,509 4.3 27,202 2.1

1,450.00–1,499.90 38,484 2.1 19,324 3.7 19,160 1.5

1,500.00 or more 119,345 6.6 84,286 16.1 35,059 2.7

Average benefit (dollars) 914.30 1,015.00 873.30

Men 1,001,135 100.0 308,153 100.0 692,982 100.0

Less than 500.00 93,214 9.3 24,700 8.0 68,514 9.9

500.00–549.90 20,958 2.1 5,874 1.9 15,084 2.2

550.00–599.90 21,328 2.1 6,095 2.0 15,233 2.2

600.00–649.90 22,597 2.3 6,555 2.1 16,042 2.3

650.00–699.90 23,543 2.4 6,824 2.2 16,719 2.4

700.00–749.90 25,170 2.5 7,061 2.3 18,109 2.6

750.00–799.90 26,842 2.7 7,631 2.5 19,211 2.8

800.00–849.90 29,461 2.9 8,270 2.7 21,191 3.1

850.00–899.90 31,240 3.1 8,555 2.8 22,685 3.3

900.00–949.90 33,684 3.4 9,170 3.0 24,514 3.5

950.00–999.90 36,004 3.6 9,740 3.2 26,264 3.8

1,000.00–1,049.90 38,355 3.8 10,205 3.3 28,150 4.1

1,050.00–1,099.90 39,888 4.0 10,565 3.4 29,323 4.2

1,100.00–1,149.90 42,072 4.2 11,156 3.6 30,916 4.5

1,150.00–1,199.90 56,112 5.6 11,060 3.6 45,052 6.5

1,200.00–1,249.90 70,682 7.1 11,461 3.7 59,221 8.5

1,250.00–1,299.90 72,256 7.2 13,206 4.3 59,050 8.5

1,300.00–1,349.90 68,352 6.8 14,625 4.7 53,727 7.8

1,350.00–1,399.90 62,913 6.3 14,271 4.6 48,642 7.0

1,400.00–1,449.90 42,673 4.3 18,068 5.9 24,605 3.6

1,450.00–1,499.90 33,470 3.3 15,936 5.2 17,534 2.5

1,500.00 or more 110,321 11.0 77,125 25.0 33,196 4.8

Average benefit (dollars) 1,077.30 1,161.00 1,040.20

(Continued)
6.B OASDI Benefits Awarded: Retired Workers

6.10 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Benefits awarded before the December increase are converted to the December rates before computation of the percentages.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Women 811,416 100.0 215,516 100.0 595,900 100.0

Less than 500.00 195,376 24.1 38,718 18.0 156,658 26.3

500.00–549.90 65,037 8.0 12,502 5.8 52,535 8.8

550.00–599.90 68,390 8.4 12,786 5.9 55,604 9.3

600.00–649.90 64,364 7.9 13,062 6.1 51,302 8.6

650.00–699.90 52,371 6.5 13,098 6.1 39,273 6.6

700.00–749.90 46,564 5.7 13,003 6.0 33,561 5.6

750.00–799.90 42,390 5.2 12,577 5.8 29,813 5.0

800.00–849.90 37,833 4.7 11,413 5.3 26,420 4.4

850.00–899.90 33,284 4.1 10,384 4.8 22,900 3.8

900.00–949.90 30,226 3.7 9,583 4.4 20,643 3.5

950.00–999.90 27,460 3.4 9,037 4.2 18,423 3.1

1,000.00–1,049.90 23,906 2.9 8,223 3.8 15,683 2.6

1,050.00–1,099.90 20,950 2.6 7,327 3.4 13,623 2.3

1,100.00–1,149.90 18,117 2.2 6,575 3.1 11,542 1.9

1,150.00–1,199.90 17,744 2.2 5,447 2.5 12,297 2.1

1,200.00–1,249.90 16,531 2.0 4,910 2.3 11,621 2.0

1,250.00–1,299.90 12,830 1.6 4,473 2.1 8,357 1.4

1,300.00–1,349.90 9,483 1.2 3,936 1.8 5,547 0.9

1,350.00–1,399.90 7,484 0.9 3,472 1.6 4,012 0.7

1,400.00–1,449.90 7,038 0.9 4,441 2.1 2,597 0.4

1,450.00–1,499.90 5,014 0.6 3,388 1.6 1,626 0.3

1,500.00 or more 9,024 1.1 7,161 3.3 1,863 0.3

Average benefit (dollars) 713.00 806.20 679.40

Table 6.B3—Number and percentage distribution with and without reduction for early retirement,

by sex and monthly benefit, 2002—Continued

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2003 ♦ 6.11

Table 6.B4—Number and percentage distribution with and without reduction for early retirement,

by sex and primary insurance amount, 2002

Sex and primary insurance amount (dollars) 

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All retired workers 1,812,551 100.0 523,669 100.0 1,288,882 100.0

Less than 500.00 231,652 12.8 68,300 13.0 163,352 12.7

500.00–549.90 55,894 3.1 20,128 3.8 35,766 2.8

550.00–599.90 76,083 4.2 20,113 3.8 55,970 4.3

600.00–649.90 72,411 4.0 19,869 3.8 52,542 4.1

650.00–699.90 70,106 3.9 19,964 3.8 50,142 3.9

700.00–749.90 67,189 3.7 19,731 3.8 47,458 3.7

750.00–799.90 65,697 3.6 19,737 3.8 45,960 3.6

800.00–849.90 63,363 3.5 19,414 3.7 43,949 3.4

850.00–899.90 62,523 3.4 19,342 3.7 43,181 3.4

900.00–949.90 59,986 3.3 18,609 3.6 41,377 3.2

950.00–999.90 58,495 3.2 18,188 3.5 40,307 3.1

1,000.00–1,049.90 57,042 3.1 17,859 3.4 39,183 3.0

1,050.00–1,099.90 55,642 3.1 17,287 3.3 38,355 3.0

1,100.00–1,149.90 54,792 3.0 16,872 3.2 37,920 2.9

1,150.00–1,199.90 53,176 2.9 16,051 3.1 37,125 2.9

1,200.00–1,249.90 52,312 2.9 15,895 3.0 36,417 2.8

1,250.00–1,299.90 53,107 2.9 17,026 3.3 36,081 2.8

1,300.00–1,349.90 53,895 3.0 18,673 3.6 35,222 2.7

1,350.00–1,399.90 53,003 2.9 17,926 3.4 35,077 2.7

1,400.00–1,449.90 64,004 3.5 22,558 4.3 41,446 3.2

1,450.00–1,499.90 64,995 3.6 19,075 3.6 45,920 3.6

1,500.00 or more 367,184 20.3 81,052 15.5 286,132 22.2

Average primary insurance amount (dollars) 1,026.50 1,000.00 1,037.30

Men 1,001,135 100.0 308,153 100.0 692,982 100.0

Less than 500.00 71,453 7.1 25,582 8.3 45,871 6.6

500.00–549.90 14,479 1.4 6,058 2.0 8,421 1.2

550.00–599.90 18,183 1.8 6,092 2.0 12,091 1.7

600.00–649.90 18,421 1.8 6,439 2.1 11,982 1.7

650.00–699.90 19,140 1.9 6,817 2.2 12,323 1.8

700.00–749.90 19,743 2.0 7,053 2.3 12,690 1.8

750.00–799.90 20,877 2.1 7,623 2.5 13,254 1.9

800.00–849.90 22,145 2.2 8,051 2.6 14,094 2.0

850.00–899.90 23,980 2.4 8,762 2.8 15,218 2.2

900.00–949.90 25,399 2.5 9,208 3.0 16,191 2.3

950.00–999.90 26,882 2.7 9,615 3.1 17,267 2.5

1.000.00–1,049.90 28,895 2.9 10,257 3.3 18,638 2.7

1,050.00–1,099.90 30,634 3.1 10,602 3.4 20,032 2.9

1,100.00–1,149.90 32,797 3.3 11,069 3.6 21,728 3.1

1,150.00–1,199.90 34,057 3.4 11,116 3.6 22,941 3.3

1,200.00–1,249.90 35,400 3.5 11,542 3.7 23,858 3.4

1,250.00–1,299.90 38,018 3.8 13,087 4.2 24,931 3.6

1,300.00–1,349.90 40,638 4.1 14,985 4.9 25,653 3.7

1,350.00–1,399.90 41,113 4.1 14,650 4.8 26,463 3.8

1,400.00–1,449.90 51,333 5.1 18,396 6.0 32,937 4.8

1,450.00–1,499.90 53,886 5.4 15,955 5.2 37,931 5.5

1,500.00 or more 333,662 33.3 75,194 24.4 258,468 37.3

Average primary insurance amount (dollars) 1,219.70 1,154.10 1,248.90

(Continued)
6.B OASDI Benefits Awarded: Retired Workers

6.12 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Primary insurance amounts awarded before the December increase are converted to the December rates before computation of the percentages.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Women 811,416 100.0 215,516 100.0 595,900 100.0

Less than 500.00 160,199 19.7 42,718 19.8 117,481 19.7

500.00–549.90 41,415 5.1 14,070 6.5 27,345 4.6

550.00–599.90 57,900 7.1 14,021 6.5 43,879 7.4

600.00–649.90 53,990 6.7 13,430 6.2 40,560 6.8

650.00–699.90 50,966 6.3 13,147 6.1 37,819 6.3

700.00–749.90 47,446 5.8 12,678 5.9 34,768 5.8

750.00–799.90 44,820 5.5 12,114 5.6 32,706 5.5

800.00–849.90 41,218 5.1 11,363 5.3 29,855 5.0

850.00–899.90 38,543 4.8 10,580 4.9 27,963 4.7

900.00–949.90 34,587 4.3 9,401 4.4 25,186 4.2

950.00–999.90 31,613 3.9 8,573 4.0 23,040 3.9

1,000.00–1,049.90 28,147 3.5 7,602 3.5 20,545 3.4

1,050.00–1,099.90 25,008 3.1 6,685 3.1 18,323 3.1

1,100.00–1,149.90 21,995 2.7 5,803 2.7 16,192 2.7

1,150.00–1,199.90 19,119 2.4 4,935 2.3 14,184 2.4

1,200.00–1,249.90 16,912 2.1 4,353 2.0 12,559 2.1

1,250.00–1,299.90 15,089 1.9 3,939 1.8 11,150 1.9

1,300.00–1,349.90 13,257 1.6 3,688 1.7 9,569 1.6

1,350.00–1,399.90 11,890 1.5 3,276 1.5 8,614 1.4

1,400.00–1,449.90 12,671 1.6 4,162 1.9 8,509 1.4

1,450.00–1,499.90 11,109 1.4 3,120 1.4 7,989 1.3

1,500.00 or more 33,522 4.1 5,858 2.7 27,664 4.6

Average primary insurance amount (dollars) 788.10 779.60 791.20

Table 6.B4—Number and percentage distribution with and without reduction for early retirement,

by sex and primary insurance amount, 2002—Continued

Sex and primary insurance amount (dollars) 

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2003 ♦ 6.13

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 1 percent sample. All other years are 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Table 6.B5—Number, average age, and percentage distribution, by sex and age, selected years 1940–2002

Year

Number

(thousands)

Average

age

Percentage distribution by age a

a. Age in year of award for 1940–1980. Age in month of award for 1985–2002.

Total,

all ages 62 63 64

65

66–69 70–74

75 or

Total older

Newly

entitled

Disability

conversions

Men

1940 117 68.1 100.0 . . . . . . . . . 17.1 17.1 . . . 58.8 16.5 7.6

1945 166 69.6 100.0 . . . . . . . . . 15.9 15.9 . . . 43.3 28.1 12.7

1950 444 68.7 100.0 . . . . . . . . . 21.9 21.9 . . . 47.3 21.0 9.8

1955 629 68.4 100.0 . . . . . . . . . 29.4 29.4 . . . 38.0 24.7 7.8

1960 630 66.8 100.0 . . . . . . . . . 48.1 42.3 5.8 36.6 13.2 2.1

1965 743 65.7 100.0 15.6 10.0 6.0 31.6 25.8 5.8 25.9 7.7 3.2

1970 814 64.4 100.0 19.0 12.8 8.5 48.7 39.6 9.1 9.3 1.3 0.4

1975 902 64.0 100.0 25.8 14.1 9.0 43.6 32.0 11.6 6.5 0.7 0.2

1980 942 63.9 100.0 30.1 13.1 8.5 42.4 31.8 10.6 5.2 0.6 0.1

1985 986 63.7 100.0 45.5 8.2 11.6 31.2 18.2 13.1 2.9 0.5 0.2

1986 1,011 63.7 100.0 47.0 8.2 11.8 29.2 17.2 12.0 3.1 0.6 0.1

1987 970 63.6 100.0 47.6 8.1 11.4 28.8 16.8 12.0 3.4 0.6 0.1

1988 944 63.7 100.0 48.2 8.1 9.9 28.6 16.6 12.0 4.1 0.9 0.2

1989 983 63.7 100.0 48.0 7.1 9.3 30.1 17.5 12.6 4.6 0.7 0.2

1990 964 63.7 100.0 47.2 7.6 11.3 27.6 16.4 11.1 5.1 1.0 0.2

1991 996 63.7 100.0 46.8 8.1 10.9 27.9 17.2 10.7 5.1 0.9 0.2

1992 989 63.7 100.0 48.2 7.3 11.4 27.2 16.6 10.6 5.0 0.8 0.1

1993 980 63.7 100.0 48.7 8.0 11.0 26.7 16.1 10.5 4.5 0.9 0.2

1994 923 63.6 100.0 49.0 7.4 11.4 27.1 15.7 11.5 4.0 1.0 0.1

1995 916 63.7 100.0 49.3 7.3 10.5 27.5 15.8 11.8 4.0 1.1 0.3

1996 895 63.6 100.0 49.9 7.1 9.7 27.6 14.9 12.6 4.5 1.1 0.1

1997 b

b. Includes conversions from nondisabled widow(er)’s benefits to higher retired-worker benefits.

904 63.7 100.0 50.5 6.6 9.7 26.9 14.9 12.0 4.7 1.3 0.2

1998 b 909 63.8 100.0 49.6 7.1 9.9 27.3 14.7 12.6 4.6 1.3 0.2

1999 b 940 63.7 100.0 49.3 7.3 9.8 27.4 14.8 12.6 4.7 1.3 0.2

2000 b 1,115 64.1 100.0 41.6 6.1 9.4 31.7 20.3 11.4 9.9 1.1 0.2

2001 b 992 63.7 100.0 46.8 6.7 12.1 30.8 18.1 12.7 2.8 0.7 0.2

2002 b 1,001 63.7 100.0 46.4 7.1 13.8 29.7 17.1 12.6 2.1 0.7 0.2

Women

1940 15 67.4 100.0 . . . . . . . . . 20.8 20.8 . . . 62.3 12.5 4.3

1945 20 68.5 100.0 . . . . . . . . . 24.0 24.0 . . . 45.0 23.6 7.3

1950 123 68.0 100.0 . . . . . . . . . 22.3 22.3 . . . 53.6 19.6 4.4

1955 281 67.8 100.0 . . . . . . . . . 36.6 36.6 . . . 38.7 18.1 6.6

1960 351 65.2 100.0 27.1 13.3 8.1 18.4 17.4 1.0 22.2 8.2 2.7

1965 440 65.3 100.0 32.6 12.1 6.0 19.9 16.9 3.0 17.4 6.7 5.4

1970 524 63.9 100.0 35.8 14.3 7.2 31.3 25.7 5.5 9.2 1.7 0.6

1975 603 63.7 100.0 41.6 13.7 7.0 29.3 22.0 7.3 6.8 1.2 0.4

1980 671 63.5 100.0 45.9 11.5 6.5 29.9 22.1 7.7 5.0 0.9 0.2

1985 697 63.4 100.0 57.9 7.4 9.8 21.3 12.2 9.1 2.6 0.8 0.2

1986 713 63.4 100.0 57.5 7.0 10.4 21.6 12.6 8.9 2.5 0.9 0.2

1987 681 63.3 100.0 58.9 7.2 9.6 20.8 11.8 9.0 2.6 0.7 0.2

1988 667 63.3 100.0 59.4 6.9 7.9 21.8 12.8 9.0 3.1 0.7 0.2

1989 674 63.4 100.0 57.9 6.5 9.4 21.6 12.8 8.8 3.3 1.0 0.3

1990 679 63.5 100.0 55.9 7.2 9.8 21.5 12.7 8.9 4.1 1.0 0.5

1991 685 63.5 100.0 56.1 7.1 9.5 22.3 13.9 8.4 3.8 0.9 0.3

1992 708 63.5 100.0 56.7 6.9 9.8 21.5 12.5 9.0 3.7 1.1 0.3

1993 704 63.5 100.0 56.0 6.8 10.2 22.4 13.6 8.8 3.1 1.1 0.3

1994 690 63.4 100.0 57.6 6.7 10.2 21.0 11.8 9.1 3.3 1.0 0.3

1995 684 63.5 100.0 55.4 6.6 10.1 22.6 12.8 9.7 3.5 1.4 0.4

1996 684 63.4 100.0 57.4 5.9 9.4 22.7 12.5 10.2 3.4 1.0 0.3

1997 b 809 65.4 100.0 48.2 5.5 7.5 19.5 10.5 8.9 4.4 6.4 8.5

1998 b 733 64.0 100.0 53.1 7.0 8.9 22.0 12.4 9.6 4.1 2.4 2.5

1999 b 737 63.6 100.0 55.1 6.8 9.2 22.6 12.5 10.1 3.8 1.8 0.7

2000 b 854 63.8 100.0 52.2 5.9 9.3 23.6 13.9 9.7 6.5 2.2 0.4

2001 b 795 63.7 100.0 51.3 7.1 11.5 23.7 12.8 10.9 3.1 2.6 0.6

2002 b 811 63.6 100.0 52.9 6.6 12.2 23.9 12.7 11.2 2.3 1.8 0.3
6.C OASDI Benefits Awarded: Disabled Workers

6.14 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Benefits awarded before the December increase are converted to the December rates before computation of the percentages.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Table 6.C1—Number and percentage distribution, by monthly benefit and sex, 2002

Monthly benefit (dollars)

Total Men Women

Number Percent Number Percent Number Percent

All disabled workers 750,003 100.0 406,336 100.0 343,667 100.0

Less than 100.00 6,389 0.9 3,528 0.9 2,861 0.8

100.00–149.90 3,750 0.5 1,463 0.4 2,287 0.7

150.00–199.90 8,881 1.2 3,492 0.9 5,389 1.6

200.00–249.90 13,109 1.8 5,021 1.2 8,088 2.4

250.00–299.90 14,344 1.9 5,374 1.3 8,970 2.6

300.00–349.90 16,040 2.1 5,908 1.5 10,132 3.0

350.00–399.90 15,980 2.1 5,737 1.4 10,243 3.0

400.00–449.90 16,316 2.2 5,991 1.5 10,325 3.0

450.00–499.90 18,845 2.5 6,861 1.7 11,984 3.5

500.00–549.90 32,643 4.4 11,545 2.8 21,098 6.1

550.00–599.90 42,319 5.6 15,107 3.7 27,212 7.9

600.00–649.90 42,475 5.7 16,340 4.0 26,135 7.6

650.00–699.90 40,176 5.4 16,173 4.0 24,003 7.0

700.00–749.90 38,422 5.1 16,248 4.0 22,174 6.5

750.00–799.90 36,242 4.8 16,604 4.1 19,638 5.7

800.00–849.90 34,898 4.7 16,883 4.2 18,015 5.2

850.00–899.90 32,547 4.3 16,554 4.1 15,993 4.7

900.00–949.90 30,569 4.1 16,315 4.0 14,254 4.2

950.00–999.90 28,543 3.8 16,016 3.9 12,527 3.7

1,000.00–1,049.90 26,059 3.5 15,468 3.8 10,591 3.1

1,050.00–1,099.90 24,453 3.3 15,287 3.8 9,166 2.7

1,100.00–1,149.90 22,818 3.0 14,832 3.7 7,986 2.3

1,150.00–1,199.90 20,575 2.7 14,015 3.5 6,560 1.9

1,200.00–1,249.90 19,158 2.6 13,438 3.3 5,720 1.7

1,250.00–1,299.90 17,783 2.4 12,809 3.2 4,974 1.5

1,300.00–1,349.90 16,418 2.2 12,050 3.0 4,368 1.3

1,350.00–1,399.90 15,052 2.0 11,343 2.8 3,709 1.1

1,400.00–1,449.90 15,697 2.1 12,090 3.0 3,607 1.1

1,450.00–1,499.90 19,669 2.6 15,505 3.8 4,164 1.2

1,500.00 or more 79,833 10.6 68,339 16.8 11,494 3.3

Average benefit (dollars) 898.10 1,020.10 753.90
6.C OASDI Benefits Awarded: Disabled Workers

Annual Statistical Supplement, 2003 ♦ 6.15

Table 6.C2—Number, average age, and percentage distribution, by sex and age, selected years 1957–2002

Year Number

Average

age

Percentage distribution, by age a

a. Age in year of award for 1957–1984. Age in month of award for 1985–2002.

Total,

all ages Under 30 30–39 40–44 45–49 50–54 55–59 60–61 62–64 65 b

b. Includes awards processed after attainment of age 65.

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 1 percent sample. All other years are 100 percent data. 

NOTE: . . . = not applicable.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Men

1957 148,376 59.2 100.0 . . . . . . . . . . . . 17.1 28.0 17.0 33.8 4.1

1958 107,003 59.0 100.0 . . . . . . . . . . . . 19.7 27.5 15.2 28.9 8.7

1959 146,547 58.9 100.0 . . . . . . . . . . . . 21.1 27.4 14.8 28.8 7.8

1960 168,466 54.5 100.0 0.8 7.0 6.5 10.5 16.7 20.0 11.8 21.3 5.4

1965 186,808 53.0 100.0 1.8 8.2 7.9 11.1 17.1 25.7 14.0 13.0 1.0

1970 258,072 52.1 100.0 6.7 7.6 6.5 10.1 14.7 23.5 12.3 16.1 2.6

1975 408,531 51.5 100.0 7.7 8.6 6.2 9.5 15.7 23.1 12.1 14.6 2.5

1980 275,185 51.2 100.0 8.3 9.7 6.0 8.4 14.7 24.6 12.3 14.2 1.8

1981 244,984 50.8 100.0 8.6 10.2 6.2 8.4 14.5 24.3 13.0 13.1 1.7

1982 207,453 50.9 100.0 8.4 10.4 6.3 8.4 14.1 24.6 12.9 13.6 1.2

1983 217,422 50.2 100.0 9.5 11.7 6.6 8.4 13.6 23.4 12.2 13.3 1.3

1984 247,833 50.0 100.0 9.2 12.8 7.1 8.7 13.4 22.6 12.2 12.7 1.3

1985 274,400 50.1 100.0 8.7 13.3 7.0 9.9 14.6 23.1 12.4 10.6 0.3

1986 273,700 48.7 100.0 10.7 15.3 8.1 9.4 14.3 21.3 11.1 9.5 0.3

1987 265,900 49.0 100.0 9.4 16.0 8.6 9.3 13.9 20.8 10.9 11.0 0.2

1988 265,700 49.2 100.0 8.4 16.0 9.7 9.0 14.6 21.3 10.5 10.2 0.2

1989 268,600 49.0 100.0 8.7 16.0 9.5 10.2 14.2 20.6 9.7 10.8 0.3

1990 293,300 48.1 100.0 10.9 16.9 9.4 9.5 13.5 20.5 10.3 8.8 0.1

1991 322,700 47.9 100.0 9.5 17.7 10.6 11.0 14.1 18.4 9.4 9.1 0.2

1992 395,600 47.8 100.0 9.5 18.5 10.8 11.0 13.0 18.6 9.8 8.7 0.2

1993 391,800 47.7 100.0 9.2 18.9 10.1 11.7 14.7 18.8 8.6 7.8 0.2

1994 379,300 48.4 100.0 6.8 18.4 10.8 12.7 15.4 19.3 9.0 7.6 0.1

1995 368,400 48.9 100.0 7.2 16.3 10.7 11.5 15.7 20.4 8.9 9.1 0.2

1996 347,100 48.7 100.0 6.9 16.2 10.8 13.2 16.2 19.9 9.3 7.5 0.1

1997 311,100 49.3 100.0 6.3 14.6 10.8 13.5 16.1 21.6 8.8 8.2 0.1

1998 331,400 49.2 100.0 6.3 14.3 11.1 12.4 18.3 21.6 8.1 7.8 0.2

1999 338,900 49.6 100.0 6.2 13.1 11.4 12.4 18.3 21.7 8.8 8.0 0.3

2000 329,800 49.6 100.0 6.8 12.9 10.7 12.7 17.7 21.0 9.1 8.8 0.2

2001 364,500 49.4 100.0 7.5 13.2 9.9 12.2 17.4 22.6 9.2 7.9 0.1

2002 406,336 49.4 100.0 7.8 12.0 10.3 12.7 17.5 22.5 9.2 7.9 0.1

Women

1957 30,426 57.4 100.0 . . . . . . . . . . . . 25.5 38.9 19.8 15.3 0.5

1958 24,379 57.2 100.0 . . . . . . . . . . . . 28.6 37.2 17.8 15.2 1.2

1959 31,264 57.0 100.0 . . . . . . . . . . . . 30.2 36.9 17.6 14.2 1.1

1960 39,339 52.5 100.0 0.7 8.1 8.0 13.3 21.9 24.6 12.4 10.1 0.8

1965 66,691 53.2 100.0 1.1 6.5 7.4 11.7 19.3 28.3 14.1 10.9 0.6

1970 92,312 52.8 100.0 4.2 6.3 6.1 11.0 17.5 27.2 13.0 12.9 1.7

1975 183,518 52.1 100.0 6.1 7.3 6.1 10.1 17.7 25.5 12.2 12.9 2.1

1980 121,374 51.1 100.0 7.4 9.7 6.4 9.3 16.3 25.5 11.7 12.2 1.5

1981 106,863 50.8 100.0 7.8 10.2 6.5 9.5 16.4 25.1 12.0 11.1 1.4

1982 89,678 50.5 100.0 8.0 10.9 6.8 9.5 15.6 24.9 11.7 11.4 1.1

1983 94,127 49.8 100.0 9.0 12.2 7.4 9.5 14.8 23.5 10.9 11.6 1.1

1984 114,165 49.7 100.0 8.3 13.2 7.9 9.7 14.9 22.8 10.9 11.7 1.2

1985 134,500 49.7 100.0 8.6 12.9 8.0 10.6 15.8 23.3 10.1 10.5 0.1

1986 135,700 48.8 100.0 9.0 15.5 10.4 10.5 14.8 21.3 9.6 8.6 0.2

1987 143,700 49.5 100.0 7.5 15.2 8.1 11.2 15.8 23.4 9.6 8.8 0.3

1988 147,000 49.3 100.0 8.5 14.0 8.8 10.9 16.1 23.5 10.5 7.4 0.3

1989 146,900 49.1 100.0 7.8 14.8 10.4 11.9 13.8 21.2 10.8 8.9 0.3

1990 168,500 48.4 100.0 8.5 16.3 9.8 13.1 14.2 22.3 8.9 6.5 0.4

1991 190,400 48.4 100.0 8.5 16.8 10.1 12.2 16.2 19.5 8.9 7.4 0.4

1992 241,300 47.7 100.0 8.6 17.7 12.0 12.4 15.6 17.6 8.4 7.5 0.2

1993 237,900 48.1 100.0 7.5 17.5 11.2 13.1 16.5 19.7 6.8 7.4 0.2

1994 234,000 48.2 100.0 7.4 16.9 11.1 12.9 17.0 20.8 7.3 6.4 0.2

1995 263,200 48.5 100.0 6.4 16.7 11.4 13.8 17.2 20.5 7.6 6.3 0.1

1996 256,900 49.1 100.0 5.3 15.1 11.3 14.0 19.0 21.2 8.3 5.8 0.1

1997 250,200 48.4 100.0 6.2 16.3 12.2 14.1 19.0 19.0 6.8 6.2 0.2

1998 271,900 48.9 100.0 5.4 14.9 12.2 14.5 19.1 20.4 7.6 5.7 0.2

1999 266,900 48.7 100.0 5.7 14.6 12.5 15.3 18.2 20.6 6.6 6.2 0.3

2000 282,400 49.2 100.0 5.8 13.7 12.3 13.5 18.7 21.6 8.1 6.1 0.2

2001 304,800 48.4 100.0 7.9 14.0 12.1 13.8 18.5 20.1 7.6 5.9 0.1

2002 343,667 48.7 100.0 7.3 13.4 11.6 14.3 18.4 21.0 7.7 6.3 0.1
6.C OASDI Benefits Awarded: Disabled Workers

6.16 ♦ Annual Statistical Supplement, 2003

Table 6.C3—Number and percentage distribution, by diagnostic group, sex, and age, 2002

Diagnostic group a

a. Classification based on impairment codes established by SSA.

Total Men Women

All

ages

Under

35 35–49

50 or

older

All

ages

Under

35 35–49

50 or

older

All

ages

Under

35 35–49

50 or

older

Number

Total 750,003 90,550 233,018 426,435 406,336 49,196 119,418 237,722 343,667 41,354 113,600 188,713

Congenital anomalies 1,163 489 320 354 610 256 169 185 553 233 151 169

Endocrine, nutritional, and

 metabolic diseases 26,737 2,075 7,772 16,890 13,493 964 3,681 8,848 13,244 1,111 4,091 8,042

Infectious and parasitic diseases b

b. Effective 1999, the Listing of Impairments (which describes medical conditions and specific findings that SSA considers severe enough to show that an individual is disabled 

without having to consider the remaining steps of the sequential evaluation process) was changed to eliminate awards based solely on obesity.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Terry Dodson (410) 965-0143. 

 11,289 1,785 6,002 3,502 8,238 1,287 4,656 2,295 3,051 498 1,346 1,207

Injuries 30,893 4,842 10,183 15,868 20,103 3,485 6,755 9,863 10,790 1,357 3,428 6,005

Mental disorders

Retardation 23,206 12,865 7,403 2,938 14,335 7,782 4,684 1,869 8,871 5,083 2,719 1,069

Other 167,375 37,945 71,882 57,548 79,094 19,908 31,776 27,410 88,281 18,037 40,106 30,138

Neoplasms 73,086 4,107 19,593 49,386 38,440 2,124 9,128 27,188 34,646 1,983 10,465 22,198

Diseases of the––

Blood and blood-forming 

organs 2,635 750 781 1,104 1,304 328 386 590 1,331 422 395 514

Circulatory system 86,574 2,162 15,702 68,710 59,303 1,227 9,873 48,203 27,271 935 5,829 20,507

Digestive system 16,790 1,117 6,951 8,722 10,498 504 4,366 5,628 6,292 613 2,585 3,094

Genitourinary system 16,542 2,451 5,965 8,126 10,105 1,344 3,730 5,031 6,437 1,107 2,235 3,095

Musculoskeletal system and

 connective tissue 190,539 7,509 51,161 131,869 96,909 3,574 26,254 67,081 93,630 3,935 24,907 64,788

Nervous system and sense

 organs 63,069 10,009 21,179 31,881 32,872 5,179 10,340 17,353 30,197 4,830 10,839 14,528

Respiratory system 30,880 762 5,169 24,949 16,341 272 2,247 13,822 14,539 490 2,922 11,127

Skin and subcutaneous tissue 1,653 220 639 794 715 82 282 351 938 138 357 443

Other 5,873 1,012 1,696 3,165 3,069 616 787 1,666 2,804 396 909 1,499

Unknown 1,699 450 620 629 907 264 304 339 792 186 316 290

Percent

Total 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 0.2 0.5 0.1 0.1 0.2 0.5 0.1 0.1 0.2 0.6 0.1 0.1

Endocrine, nutritional, and

 metabolic diseases 3.6 2.3 3.3 4.0 3.3 2.0 3.1 3.7 3.9 2.7 3.6 4.3

Infectious and parasitic diseases b 1.5 2.0 2.6 0.8 2.0 2.6 3.9 1.0 0.9 1.2 1.2 0.6

Injuries 4.1 5.4 4.4 3.7 4.9 7.1 5.7 4.2 3.1 3.3 3.0 3.2

Mental disorders

Retardation 3.1 14.2 3.2 0.7 3.5 15.8 3.9 0.8 2.6 12.3 2.4 0.6

Other 22.3 41.9 30.8 13.5 19.5 40.4 26.6 11.5 25.7 43.6 35.3 16.0

Neoplasms 9.8 4.6 8.4 11.6 9.5 4.3 7.6 11.4 10.1 4.8 9.2 11.8

Diseases of the––

Blood and blood-forming 

organs 0.4 0.8 0.3 0.3 0.3 0.7 0.3 0.3 0.4 1.0 0.3 0.3

Circulatory system 11.5 2.4 6.7 16.1 14.6 2.5 8.3 20.3 7.9 2.3 5.1 10.9

Digestive system 2.2 1.2 3.0 2.0 2.6 1.0 3.7 2.4 1.8 1.5 2.3 1.6

Genitourinary system 2.2 2.7 2.6 1.9 2.5 2.7 3.1 2.1 1.9 2.7 2.0 1.6

Musculoskeletal system and

 connective tissue 25.4 8.3 22.0 30.9 23.8 7.3 22.0 28.2 27.2 9.5 21.9 34.3

Nervous system and sense

 organs 8.4 11.1 9.1 7.5 8.1 10.5 8.6 7.3 8.8 11.7 9.6 7.7

Respiratory system 4.1 0.9 2.2 5.9 4.0 0.6 1.9 5.8 4.2 1.2 2.6 5.9

Skin and subcutaneous tissue 0.2 0.2 0.3 0.2 0.2 0.2 0.2 0.1 0.3 0.3 0.3 0.2

Other 0.8 1.1 0.7 0.7 0.8 1.3 0.7 0.7 0.8 0.9 0.8 0.8

Unknown 0.2 0.5 0.3 0.1 0.2 0.5 0.3 0.1 0.2 0.4 0.3 0.1
6.C OASDI Benefits Awarded: Disabled Workers

Annual Statistical Supplement, 2003 ♦ 6.17

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 6.C7—Number of applications, awards, ratio of awards to applications, and awards per 1,000 insured 

workers, selected years, 1960–2002

Year

Number (thousands) Awards as a percentage

of applications

Awards per

Applications Awards 1,000 insured workers

1960 418.6 207.8 49.6 4.5

1965 529.3 253.5 47.9 4.7

1966 544.5 278.3 51.1 5.1

1967 573.2 301.4 52.6 5.4

1968 719.8 323.2 44.9 5.7

1969 725.2 344.7 47.5 4.9

1970 869.8 350.4 40.3 4.8

1971 923.9 415.9 45.0 5.6

1972 947.5 455.4 48.1 6.0

1973 1,067.5 491.6 46.1 6.3

1974 1,330.2 536.0 40.3 6.7

1975 1,285.3 592.0 46.1 7.1

1976 1,232.2 551.5 44.8 6.5

1977 1,235.2 568.9 46.1 6.5

1978 1,184.7 464.4 39.2 5.2

1979 1,187.8 416.7 35.1 4.4

1980 1,262.3 396.6 31.4 4.0

1981 1,161.2 351.8 30.3 3.4

1982 1,019.8 297.1 29.1 2.9

1983 1,019.3 311.5 30.6 3.0

1984 1,036.7 362.0 34.9 3.4

1985 1,066.2 377.4 35.4 3.5

1986 1,118.4 416.9 37.3 3.8

1987 1,108.9 415.8 37.5 3.7

1988 1,017.9 409.5 40.2 3.6

1989 984.9 425.6 43.2 3.7

1990 1,067.7 468.0 43.8 4.0

1991 1,208.7 536.4 44.4 4.5

1992 1,335.1 636.6 47.7 5.2

1993 1,425.8 635.2 44.6 5.2

1994 1,443.8 631.9 43.8 5.1

1995 1,338.1 645.6 48.3 5.1

1996 1,279.2 624.3 48.8 4.9

1997 1,180.2 587.7 49.8 4.5

1998 1,169.3 608.4 52.0 4.6

1999 1,200.1 620.6 51.7 4.6

2000 1,330.6 621.3 46.7 4.5

2001 1,498.6 690.5 46.1 5.0

2002 1,682.5 750.0 44.6 5.3
6.D OASDI Benefits Awarded: Dependents and Survivors

6.18 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Benefits not necessarily payable at time of award. 

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165. 

Table 6.D1—Number of wives and husbands, by type of benefit, selected years 1950–2002 

Year Total

Wives with entitlement based on—

Care of children Age Husbands

Wives and husbands of retired workers

1950 162,768 9,646 152,310 812

1955 288,915 21,692 263,816 3,407

1960 339,987 32,254 305,713 2,020

1965 321,015 44,087 275,717 1,211

1970 339,447 51,378 286,867 1,202

1975 350,558 60,184 289,600 774

1980 360,693 55,401 294,892 10,400

1981 338,540 50,993 277,641 9,906

1982 349,967 36,229 302,739 10,999

1983 356,274 35,309 308,922 12,043

1984 342,691 30,972 298,855 12,864

1985 356,558 30,454 312,849 13,255

1986 358,115 28,925 315,427 13,763

1987 333,333 26,099 294,499 12,735

1988 316,929 23,045 281,760 12,124

1989 310,498 21,285 278,655 10,558

1990 308,980 21,395 277,238 10,347

1991 307,000 21,154 276,236 9,610

1992 304,764 21,057 274,670 9,037

1993 290,728 19,945 262,240 8,543

1994 275,025 18,431 248,430 8,164

1995 258,740 17,214 233,731 7,795

1996 244,014 15,466 221,059 7,489

1997 268,012 14,040 246,229 7,743

1998 263,668 13,472 242,390 7,806

1999 275,568 13,521 253,559 8,488

2000 341,503 15,625 315,148 10,730

2001 314,547 13,743 289,757 11,047

2002 317,685 14,011 291,377 12,297

Wives and husbands of disabled workers

1958 a

a. January–November.

12,920 7,869 5,035 16

1959 b

b. Includes December 1958.

54,299 32,844 21,301 154

1960 54,187 38,326 15,756 105

1965 69,183 55,230 13,813 140

1970 96,304 74,913 21,227 164

1975 148,741 116,624 31,942 175

1980 108,500 74,922 32,616 962

1981 95,575 64,333 30,360 882

1982 77,835 45,463 31,540 832

1983 80,079 43,820 35,369 890

1984 81,834 46,433 34,470 931

1985 83,511 48,522 34,101 888

1986 82,435 47,711 33,797 927

1987 77,316 43,881 31,652 1,783

1988 73,790 41,627 29,634 2,529

1989 69,113 39,212 27,750 2,151

1990 69,667 40,458 27,023 2,186

1991 72,754 43,543 26,747 2,464

1992 78,083 47,841 27,502 2,740

1993 74,605 45,602 26,276 2,727

1994 69,549 42,824 24,240 2,485

1995 63,097 37,972 22,833 2,292

1996 57,528 33,638 21,775 2,115

1997 50,818 25,779 23,329 1,710

1998 47,550 23,190 22,693 1,667

1999 46,164 21,949 22,557 1,658

2000 43,941 19,801 22,399 1,741

2001 43,412 19,535 21,979 1,898

2002 45,600 20,621 22,863 2,116
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 6.19

.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Table 6.D3—Number and average monthly benefit for wives and husbands, by basis of entitlement,

age in month of award, and sex, 2002

Basis of entitlement and age

Wives

Total Of retired workers Of disabled workers Husbands

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All wives and husbands 348,872 334.70 305,388 349.30 43,484 232.40 14,413 225.80

By age

Entitlement based on care of children 34,632 247.90 14,011 360.00 20,621 171.70 1,056 139.10

Under 35 6,454 138.50 572 324.80 5,882 120.30 170 105.80

35–39 5,372 183.40 1,025 314.50 4,347 152.50 210 118.20

40–44 6,340 232.40 1,914 345.90 4,426 183.30 248 129.70

45–49 5,621 276.60 2,474 358.20 3,147 212.50 222 166.20

50–54 4,421 316.00 2,630 371.80 1,791 234.10 109 169.30

55–59 3,349 356.40 2,572 385.20 777 260.90 59 167.70

60–61 1,344 415.80 1,209 429.10 135 296.30 19 192.80

62–64 1,731 305.30 1,615 309.80 116 242.40 19 157.20

Entitlement based on age 314,240 344.30 291,377 348.80 22,863 287.10 13,357 232.70

62–64 233,470 337.40 213,678 342.80 19,792 279.70 3,308 209.00

62 147,550 331.10 131,480 338.10 16,070 274.20 1,254 175.00

63 38,640 326.00 36,564 327.90 2,076 291.40 735 201.20

64 47,280 366.60 45,634 368.30 1,646 318.60 1,319 245.60

65–69 67,396 371.60 64,832 372.90 2,564 337.70 6,332 251.40

65 40,744 395.00 39,425 396.80 1,319 340.40 2,468 283.20

66 10,812 343.50 10,322 343.30 490 345.70 1,160 239.00

67 7,190 332.00 6,851 332.20 339 328.40 1,034 217.40

68 4,986 328.40 4,754 328.50 232 326.70 926 233.80

69 3,664 330.00 3,480 330.10 184 327.40 744 234.40

70–74 9,295 322.50 8,896 322.70 399 316.70 2,397 221.00

75 or older 4,079 334.90 3,971 335.20 108 322.10 1,320 223.50

By sex

Wives

Not divorced 316,299 337.20 275,409 353.10 40,890 230.20 . . . . . .

Divorced 32,573 310.20 29,979 314.10 2,594 265.70 . . . . . .

Husbands of—

Retired workers . . . . . . . . . . . . . . . . . . 12,297 237.00

Disabled workers . . . . . . . . . . . . . . . . . . 2,116 160.90
6.D OASDI Benefits Awarded: Dependents and Survivors

6.20 ♦ Annual Statistical Supplement, 2003

Table 6.D4—Number of children, by type of benefit, selected years 1940–2002

Year All children

Children of—

Retired workers Deceased workers Disabled workers

Total

1957 313,163 81,842 231,321 . . .

1960 415,719 69,979 241,430 104,310

1965 783,202 134,187 451,399 197,616

1970 1,090,865 182,595 591,724 316,546

1975 1,331,913 225,579 591,118 515,216

1976 1,327,197 236,805 578,905 511,487

1977 1,365,513 259,447 587,589 518,477

1978 1,234,658 214,284 566,992 453,382

1979 1,191,521 247,800 544,549 399,172

1980 1,174,112 248,658 540,246 385,208

1981 1,086,547 211,406 535,487 339,654

1982 916,715 182,849 473,396 260,470

1983 752,839 144,945 380,992 226,895

1984 721,564 131,986 351,326 238,252

1985 713,632 128,076 332,531 253,025

1986 700,627 122,652 319,800 258,167

1987 685,299 117,984 310,573 256,742

1988 706,031 116,659 324,346 265,026

1989 675,362 106,491 307,484 261,387

1990 695,307 108,105 303,616 283,586

1991 726,908 107,261 301,459 318,188

1992 794,571 108,686 304,300 381,585

1993 816,454 106,566 311,290 398,598

1994 824,239 102,983 310,051 411,205

1995 808,578 101,239 306,044 401,295

1996 798,485 98,655 302,480 397,350

1997 757,346 97,594 297,204 362,548

1998 763,170 96,893 294,851 371,426

1999 773,166 99,826 295,196 378,144

2000 776,676 115,358 297,686 363,632

2001 796,174 110,680 302,445 383,049

2002 846,361 116,186 310,395 419,780

Children under age 18

1940 59,382 8,249 51,133 . . .

1945 127,514 7,215 120,299 . . .

1950 122,641 25,495 97,146 . . .

1955 238,795 40,402 198,393 . . .

1960 391,366 57,239 231,611 102,516

1965 523,453 84,707 263,637 175,109

1970 678,940 99,353 337,960 241,627

1975 806,770 115,347 300,139 391,284

1980 573,828 111,610 227,139 235,079

1981 512,939 84,793 228,317 199,829

1982 457,445 81,502 222,738 153,205

1983 444,467 80,117 211,396 152,954

1984 449,242 74,328 202,163 172,721

1985 464,908 74,128 200,576 190,204

1986 465,115 70,915 196,008 198,192

1987 451,370 66,672 184,668 195,030

1988 452,519 63,586 192,278 196,655

1989 446,308 59,073 189,285 197,950

1990 468,439 60,588 189,792 218,059

1991 502,442 60,618 191,537 250,287

1992 559,725 61,034 192,689 306,002

1993 575,247 59,515 198,469 317,263

1994 586,342 57,677 201,598 327,067

1995 571,650 57,215 198,848 315,587

1996 561,687 56,126 194,333 311,228

1997 517,118 54,841 184,237 278,040

1998 516,100 54,218 182,118 279,764

1999 522,946 57,019 182,159 283,768

2000 525,390 68,440 184,762 272,188

2001 542,147 64,207 188,300 289,640

2002 578,906 66,992 192,226 319,688

(Continued)
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 6.21

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable. 

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

Disabled adult children

1957 29,507 17,249 12,258 . . .

1960 24,353 12,740 9,819 1,794

1965 21,398 10,017 8,668 2,713

1970 24,547 11,348 9,425 3,774

1975 32,707 14,636 11,182 6,889

1976 34,517 15,602 11,546 7,369

1977 36,210 a a 7,885

1978 33,611 15,378 11,013 7,220

1979 33,419 15,967 10,999 6,453

1980 33,470 16,650 10,626 6,194

1981 30,545 15,365 9,745 5,435

1982 28,707 14,772 9,685 4,250

1983 33,639 17,309 11,223 5,107

1984 36,427 18,330 12,556 5,541

1985 39,083 19,661 12,709 6,713

1986 40,525 20,295 13,244 6,986

1987 39,665 20,761 12,117 6,787

1988 38,702 20,544 11,512 6,646

1989 37,001 19,668 10,975 6,358

1990 38,772 20,862 11,277 6,633

1991 41,086 21,850 11,684 7,552

1992 47,009 23,615 13,846 9,548

1993 47,246 23,173 13,819 10,254

1994 44,483 22,119 12,590 9,774

1995 43,275 21,566 11,930 9,779

1996 40,583 20,169 11,061 9,353

1997 38,701 19,611 10,616 8,474

1998 39,941 19,932 10,914 9,095

1999 41,748 20,467 11,430 9,851

2000 43,845 22,567 11,621 9,657

2001 43,042 21,307 11,872 9,863

2002 46,636 22,881 12,685 11,070

Students

1965 238,351 39,463 179,094 19,794

1970 387,378 71,894 244,339 71,145

1975 492,436 95,596 279,797 117,043

1976 544,739 108,197 295,058 141,484

1977 574,760 a a 148,227

1978 544,396 105,719 291,434 147,243

1979 553,889 117,118 292,766 144,005

1980 566,814 120,398 302,481 143,935

1981 543,063 111,248 297,425 134,390

1982 430,563 86,575 240,973 103,015

1983 274,726 47,519 158,373 68,834

1984 235,895 39,328 136,577 59,990

1985 209,641 34,287 119,246 56,108

1986 194,987 31,442 110,556 52,989

1987 194,264 30,551 108,788 54,925

1988 214,810 32,529 120,556 61,725

1989 192,053 27,750 107,224 57,079

1990 188,096 26,655 102,547 58,894

1991 183,380 24,793 98,238 60,349

1992 187,837 24,037 97,765 66,035

1993 193,961 23,878 99,002 71,081

1994 193,414 23,187 95,863 74,364

1995 193,653 22,458 95,266 75,929

1996 196,215 22,360 97,086 76,769

1997 201,527 23,142 102,351 76,034

1998 207,129 22,743 101,819 82,567

1999 208,472 22,340 101,607 84,525

2000 207,441 24,351 101,303 81,787

2001 210,985 25,166 102,273 83,546

2002 220,819 26,313 105,484 89,022

a. Data not available.

Table 6.D4—Number of children, by type of benefit, selected years 1940–2002—Continued

Year All children

Children of—

Retired workers Deceased workers Disabled workers
6.D OASDI Benefits Awarded: Dependents and Survivors

6.22 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Table 6.D5—Number and average monthly benefit for children, by type of benefit and age in month of award, 2002

Age

Total

 number

Children of—

Retired workers Deceased workers Disabled workers

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All children

Total 846,361 116,186 408.50 310,395 605.10 419,780 238.90

Children under age 18

Subtotal 578,906 66,992 395.50 192,226 580.40 319,688 212.00

Under 1 20,479 1,080 362.00 4,417 533.90 14,982 176.70

1 15,558 689 372.90 5,028 517.80 9,841 167.50

2 16,768 903 370.80 5,741 523.00 10,124 169.00

3 18,246 1,037 348.20 6,403 540.70 10,806 170.90

4 19,742 1,315 355.90 6,884 539.20 11,543 172.60

5 20,984 1,563 356.30 7,271 545.70 12,150 174.70

6 23,187 1,780 362.10 7,949 552.30 13,458 177.20

7 25,457 2,199 366.40 8,739 551.70 14,519 185.80

8 27,699 2,535 353.10 9,685 555.60 15,479 189.30

9 30,947 3,182 355.50 10,657 552.40 17,108 191.30

10 33,818 3,573 361.00 11,753 561.70 18,492 196.90

11 37,352 4,255 369.00 12,903 571.50 20,194 202.50

12 40,602 5,045 374.70 13,929 586.20 21,628 209.80

13 42,448 5,753 380.10 14,472 590.30 22,223 219.30

14 45,196 6,487 397.20 15,474 604.80 23,235 228.70

15 46,690 7,348 404.40 15,715 613.00 23,627 244.50

16 50,040 8,432 442.60 16,711 638.30 24,897 273.10

17 63,693 9,816 451.60 18,495 629.10 35,382 267.70

Disabled adult children

Subtotal 46,636 22,881 374.50 12,685 563.40 11,070 283.90

Under 20 7,271 1,135 394.90 2,825 539.20 3,311 254.20

20–24 9,734 2,456 393.30 3,490 549.80 3,788 267.90

25–29 6,306 3,053 394.70 1,657 597.30 1,596 309.00

30–34 7,356 4,638 397.10 1,459 610.20 1,259 326.20

35–39 7,977 5,904 383.50 1,247 592.10 826 351.00

40 or older 7,992 5,695 323.80 2,007 541.40 290 319.00

Students aged 18–19

Subtotal 220,819 26,313 471.00 105,484 655.10 89,022 330.10

18 206,967 25,363 475.10 102,110 657.30 79,494 336.60

19 13,852 950 362.30 3,374 588.80 9,528 276.20
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 6.23

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

Table 6.D6—Number of mothers and fathers, by type of benefit, 1950–2002

Year Total Mothers Fathers

Widowed

Surviving

divorced

mothers and

Subtotal fathers

With at least

1 child under

age 16 a

a. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least age 14 and 

who were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier.

Entitled solely

because of

at least

1 disabled child b

b. Excludes mothers and fathers who had both disabled and nondisabled entitled children in their care.

1950 41,101 41,101 . . . 41,089 41,089 . . . 12

1951 78,323 78,323 . . . 78,181 78,181 . . . 142

1952 64,875 64,875 . . . 64,776 64,776 . . . 99

1953 71,945 71,945 . . . 71,861 71,861 . . . 84

1954 70,775 70,775 . . . 70,699 70,699 . . . 76

1955 76,018 76,018 . . . 75,927 75,927 . . . 91

1956 67,475 67,475 . . . 67,410 67,410 . . . 65

1957 88,174 88,174 . . . 88,102 86,088 2,014 72

1958 c

c. January–November.

81,467 81,467 . . . 81,392 80,130 1,262 75

1959 d

d. Includes December 1958.

102,020 102,020 . . . 101,933 100,234 1,699 87

1960 92,607 92,607 . . . 92,507 90,939 1,568 100

1961 98,449 98,449 . . . 98,374 96,778 1,596 75

1962 99,925 99,925 . . . 99,835 98,099 1,736 90

1963 104,960 104,960 . . . 104,866 102,828 2,038 94

1964 106,249 106,249 . . . 106,137 103,778 2,359 112

1965 100,005 100,005 . . . 99,804 97,972 1,832 201

1966 107,135 107,135 . . . 106,677 105,270 1,407 458

1967 110,762 110,762 . . . 110,283 108,842 1,441 479

1968 113,765 113,765 . . . 113,323 111,869 1,454 442

1969 116,922 116,922 . . . 116,434 115,035 1,399 488

1970 112,377 112,377 . . . 111,887 110,459 1,428 490

1971 116,548 116,548 . . . 115,996 114,266 1,730 552

1972 117,699 117,699 . . . 117,034 113,822 3,212 665

1973 118,775 118,775 . . . 112,511 109,574 2,937 6,264

1974 109,221 109,221 . . . 102,584 99,705 2,879 6,637

1975 116,224 111,372 4,852 108,002 103,597 4,405 8,222

1976 113,520 107,339 6,181 105,158 99,781 5,377 8,362

1977 118,821 111,473 7,348 109,050 103,492 5,558 9,771

1978 110,015 103,391 6,624 100,247 96,834 3,413 9,768

1979 110,424 103,805 6,619 99,413 96,249 3,164 11,011

1980 107,809 99,922 7,887 96,005 92,768 3,237 11,804

1981 99,653 92,138 7,515 81,079 78,069 3,010 11,059

1982 86,786 80,198 6,588 70,019 67,301 2,718 10,179

1983 82,464 76,271 6,193 66,711 63,304 3,407 9,560

1984 73,794 68,164 5,630 59,256 54,962 4,294 8,908

1985 72,241 66,992 5,249 62,881 58,507 4,374 9,360

1986 69,340 64,147 5,193 60,200 55,639 4,561 9,140

1987 64,777 59,626 5,151 56,329 52,051 4,278 8,448

1988 62,676 57,859 4,817 54,833 50,655 4,178 7,843

1989 59,525 54,916 4,609 51,992 48,226 3,766 7,533

1990 58,060 53,346 4,714 50,879 47,673 3,206 7,181

1991 57,896 52,889 5,007 50,787 47,695 3,092 7,109

1992 56,402 51,273 5,129 49,341 46,302 3,039 7,061

1993 56,408 51,358 5,050 49,465 46,420 3,045 6,943

1994 54,732 49,825 4,907 48,217 45,346 2,871 6,515

1995 51,645 46,874 4,771 45,368 42,817 2,551 6,277

1996 49,150 44,732 4,418 43,538 41,192 2,346 5,612

1997 43,504 39,805 3,699 38,565 36,396 2,169 4,939

1998 42,395 38,533 3,862 37,739 35,577 2,162 4,656

1999 41,756 37,926 3,830 37,271 35,092 2,179 4,485

2000 40,491 36,521 3,970 36,197 34,241 1,956 4,294

2001 41,323 37,106 4,217 36,728 34,753 1,975 4,595

2002 40,829 36,534 4,295 36,186 34,264 1,922 4,643
6.D OASDI Benefits Awarded: Dependents and Survivors

6.24 ♦ Annual Statistical Supplement, 2003

Table 6.D7—Number and average monthly benefit for widow(er)s, by age in month of award and sex, 2002

Age, sex, and type of benefit

Nondisabled

Disabled widow(er)s 

Widowed mothers 

Widows Widowers and fathers

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

b. Aged 65 or older.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jennie H. Park (410) 965-9358 or Joseph Bondar (410) 965-0162.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All widow(er)s 465,627 750.60 27,306 458.40 29,604 563.10 40,829 650.20

By age

Under 25 . . . . . . . . . . . . . . . . . . 1,451 510.80

25–29 . . . . . . . . . . . . . . . . . . 2,895 559.30

30–34 . . . . . . . . . . . . . . . . . . 5,295 579.20

35–39 . . . . . . . . . . . . . . . . . . 8,006 617.00

40–44 . . . . . . . . . . . . . . . . . . 9,370 675.20

45–49 . . . . . . . . . . . . . . . . . . 7,328 716.20

50–54 . . . . . . . . . . . . 11,029 564.90 3,744 733.10

55–59 . . . . . . . . . . . . 15,917 567.50 1,750 711.70

60–64 155,927 839.70 12,165 635.90 2,490 534.80 723 671.70

60 70,663 849.30 4,783 632.40 1,471 550.10 212 707.80

61 22,966 860.80 3,437 621.10 409 536.80 160 686.80

62 22,235 824.30 1,898 658.30 304 516.90 135 611.90

63 15,633 782.40 700 611.60 158 486.60 104 686.60

64 24,430 842.70 1,347 666.90 148 466.30 112 640.00

65–69 89,688 675.90 3,781 382.30 b 168 455.10 b 267 492.40

65 41,095 709.20 1,518 483.90 . . . . . . . . . . . .

66 12,106 647.20 580 348.00 . . . . . . . . . . . .

67 12,065 643.40 577 316.30 . . . . . . . . . . . .

68 11,941 644.10 554 300.40 . . . . . . . . . . . .

69 12,481 655.80 552 289.80 . . . . . . . . . . . .

70–74 67,815 668.90 2,913 292.70 . . . . . . . . . . . .

70 13,083 655.00 580 318.70 . . . . . . . . . . . .

71 13,135 665.50 552 292.60 . . . . . . . . . . . .

72 13,636 673.50 600 281.00 . . . . . . . . . . . .

73 13,818 677.20 615 279.50 . . . . . . . . . . . .

74 14,143 672.10 566 292.90 . . . . . . . . . . . .

75–79 69,752 691.30 3,177 285.80 . . . . . . . . . . . .

75 14,429 674.20 571 295.50 . . . . . . . . . . . .

76 14,150 687.40 617 280.90 . . . . . . . . . . . .

77 14,338 683.90 653 277.90 . . . . . . . . . . . .

78 13,761 701.10 651 281.90 . . . . . . . . . . . .

79 13,074 712.00 685 293.50 . . . . . . . . . . . .

80 or older 82,445 780.90 5,270 299.00 . . . . . . . . . . . .

By sex

Men . . . . . . . . . . . . 1,393 409.80 4,295 531.40

Women . . . . . . . . . . . . 28,211 570.70 36,534 664.20

Widow or mother 411,605 753.10 . . . . . . 24,057 569.90 32,223 665.60

Surviving divorced wife or mother 54,022 731.30 . . . . . . 4,154 575.30 4,311 653.50
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2003 ♦ 6.25

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent 

data.

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

Table 6.D8—Number of widow(er)s, by type of benefit,

1950–2002

Year Total

Entitled because

of age

Entitled because

of disability

Widows Widowers Widows Widowers

1950 66,735 66,672 63 . . . . . .

1951 89,591 89,324 267 . . . . . .

1952 92,302 91,992 310 . . . . . .

1953 112,866 112,467 399 . . . . . .

1954 128,026 127,626 400 . . . . . .

1955 140,624 140,273 351 . . . . . .

1956 253,524 253,191 333 . . . . . .

1957 244,633 244,172 461 . . . . . .

1958 a

a. January–November.

199,320 198,948 372 . . . . . .

1959 b

b. Includes December 1958.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent 

data.

NOTE: . . . = not applicable. 

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165. 

252,683 252,100 583 . . . . . .

1960 239,267 238,813 454 . . . . . .

1961 251,275 250,606 669 . . . . . .

1962 267,051 266,465 586 . . . . . .

1963 278,709 278,138 571 . . . . . .

1964 283,263 282,689 574 . . . . . .

1965 359,431 358,875 556 . . . . . .

1966 403,595 403,035 560 . . . . . .

1967 355,589 355,032 557 . . . . . .

1968 375,391 352,280 604 22,438 69

1969 375,753 353,928 625 21,127 73

1970 363,216 347,031 576 15,546 63

1971 381,262 363,689 551 16,960 62

1972 402,809 382,452 544 19,739 74

1973 372,167 351,793 651 19,660 63

1974 363,693 343,317 550 19,793 33

1975 377,246 353,249 476 23,476 45

1976 385,373 362,229 489 22,603 52

1977 416,735 383,057 10,416 22,981 281

1978 403,679 375,750 9,022 18,553 354

1979 445,555 418,883 9,272 17,136 264

1980 452,156 424,690 11,412 15,789 265

1981 480,772 453,307 13,311 13,868 286

1982 492,451 465,070 14,941 12,222 218

1983 501,688 470,764 16,512 14,144 268

1984 499,677 464,979 17,533 16,847 318

1985 501,673 467,197 17,390 16,759 327

1986 491,052 454,903 17,731 18,033 385

1987 475,035 440,803 17,836 16,062 334

1988 457,574 424,107 18,139 14,979 349

1989 449,139 416,154 17,817 14,830 338

1990 451,862 417,925 18,513 15,058 366

1991 468,788 420,190 19,008 28,951 639

1992 472,078 419,413 19,430 32,477 758

1993 466,198 414,941 19,422 31,036 799

1994 459,340 410,323 19,114 29,075 828

1995 444,899 396,725 18,577 28,762 835

1996 438,081 390,962 18,508 27,783 828

1997 440,076 393,014 18,516 27,691 855

1998 443,669 395,231 19,039 28,494 905

1999 469,806 419,205 20,951 28,654 996

2000 505,021 453,334 23,645 26,997 1,045

2001 495,848 443,267 24,309 27,179 1,093

2002 522,537 465,627 27,306 28,211 1,393

Table 6.D9—Number and average amount of lump-sum

death payment awards, 1940–2001

Year

Number of— Average lump

sum per worker

(dollars)

Deceased

workers

Lump-sum

payments

1940 61,080 75,095 145.79

1941 90,941 117,303 144.58

1942 103,322 134,991 144.77

1943 122,185 163,011 145.66

1944 151,869 205,117 145.68

1945 178,813 247,012 146.05

1946 179,588 250,706 151.74

1947 181,992 218,787 162.16

1948 200,090 213,096 161.50

1949 202,154 212,614 164.02

1950 200,411 209,960 147.81

1951 414,470 431,229 138.24

1952 437,896 456,531 178.20

1953 511,986 532,846 174.16

1954 516,158 536,341 207.86

1955 566,830 589,612 202.72

1956 546,984 572,291 200.80

1957 689,282 718,672 201.63

1958 a 656,825 683,964 202.52

1959 b 822,413 855,032 212.67

1960 778,660 809,194 211.55

1961 813,464 843,308 210.46

1962 865,217 892,261 212.02

1963 968,651 1,015,536 212.61

1964 1,011,414 1,073,044 213.94

1965 989,848 1,046,874 226.01

1966 1,060,335 1,138,317 224.00

1967 1,133,787 1,217,980 222.51

1968 1,158,666 1,216,910 236.30

1969 1,253,467 1,295,897 232.60

1970 1,220,248 1,257,687 243.90

1971 1,251,831 1,283,924 244.20

1972 1,290,133 1,320,637 247.90

1973 1,299,223 1,325,833 253.10

1974 1,285,221 1,307,890 254.64

1975 1,334,914 1,344,095 252.47

1976 1,321,516 1,328,008 251.60

1977 1,227,390 1,240,304 254.17

1978 1,437,275 1,451,140 254.65

1979 1,500,944 1,515,614 254.68

1980 1,552,617 1,566,330 254.70

1981 1,305,261 1,321,565 254.72

1982 797,096 808,041 255.00

1983 805,524 807,537 255.00

1984 825,494 831,761 255.00

1985 823,053 825,395 255.00

1986 809,487 811,946 255.00

1987 810,066 812,814 255.00

1988 839,802 842,037 255.00

1989 829,682 831,825 255.00

1990 830,799 832,900 255.00

1991 847,838 850,100 255.00

1992 855,073 857,614 255.00

1993 860,861 863,492 255.00

1994 852,289 855,278 255.00

1995 c 835,360 c 838,015 255.00

1996 832,304 835,277 255.00

1997 825,176 828,072 255.00

1998 833,770 836,468 255.00

1999 873,890 876,878 255.00

2000 933,767 937,159 255.00

2001 926,625 930,712 255.00

a. January–November.

b. Includes December 1958.

c. Revised data.
6.E OASDI: Benefits Withheld

6.26 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Dana N. Mercer (410) 966-6637 or Robert L. Hackendorf (410) 965-5536.

Table 6.E1—Number and percentage distribution of retired workers with benefits withheld, by monthly benefit,

reduction for early retirement, and sex, December 2002

Sex and monthly benefit (dollars)

Total

Without reduction

 for early retirement

With reduction

 for early retirement

Number Percent Number Percent Number Percent

All retired workers 102,180 100.0 30,040 100.0 72,140 100.0

Less than 350.00 18,620 18.2 7,540 25.1 11,080 15.4

350.00–399.90 3,660 3.6 1,440 4.8 2,220 3.1

400.00–449.90 4,350 4.3 1,300 4.3 3,050 4.2

450.00–499.90 5,110 5.0 1,670 5.6 3,440 4.8

500.00–549.90 5,650 5.5 1,780 5.9 3,870 5.4

550.00–599.90 5,450 5.3 1,610 5.4 3,840 5.3

600.00–649.90 4,870 4.8 1,350 4.5 3,520 4.9

650.00–699.90 4,530 4.4 1,240 4.1 3,290 4.6

700.00–749.90 4,290 4.2 1,240 4.1 3,050 4.2

750.00–799.90 4,410 4.3 1,040 3.5 3,370 4.7

800.00–849.90 3,770 3.7 960 3.2 2,810 3.9

850.00–899.90 3,680 3.6 940 3.1 2,740 3.8

900.00–949.90 3,100 3.0 720 2.4 2,380 3.3

950.00–999.90 3,220 3.2 830 2.8 2,390 3.3

1,000.00–1,049.90 3,120 3.1 740 2.5 2,380 3.3

1,050.00–1,099.90 2,570 2.5 640 2.1 1,930 2.7

1,100.00–1,149.90 2,610 2.6 560 1.9 2,050 2.8

1,150.00–1,199.90 3,210 3.1 400 1.3 2,810 3.9

1,200.00–1,249.90 3,200 3.1 410 1.4 2,790 3.9

1,250.00–1,299.90 2,900 2.8 390 1.3 2,510 3.5

1,300.00 or more 9,860 9.6 3,240 10.8 6,620 9.2

Men 64,340 100.0 20,900 100.0 43,440 100.0

Less than 350.00 9,920 15.4 4,330 20.7 5,590 12.9

350.00–399.90 2,610 4.1 1,160 5.6 1,450 3.3

400.00–449.90 2,840 4.4 990 4.7 1,850 4.3

450.00–499.90 3,160 4.9 1,310 6.3 1,850 4.3

500.00–549.90 2,970 4.6 1,360 6.5 1,610 3.7

550.00–599.90 2,560 4.0 1,180 5.6 1,380 3.2

600.00–649.90 2,380 3.7 900 4.3 1,480 3.4

650.00–699.90 2,340 3.6 910 4.4 1,430 3.3

700.00–749.90 2,360 3.7 860 4.1 1,500 3.5

750.00–799.90 2,370 3.7 750 3.6 1,620 3.7

800.00–849.90 2,160 3.4 610 2.9 1,550 3.6

850.00–899.90 2,330 3.6 610 2.9 1,720 4.0

900.00–949.90 2,060 3.2 480 2.3 1,580 3.6

950.00–999.90 2,060 3.2 560 2.7 1,500 3.5

1,000.00–1,049.90 2,180 3.4 450 2.2 1,730 4.0

1,050.00–1,099.90 1,860 2.9 400 1.9 1,460 3.4

1,100.00–1,149.90 2,000 3.1 450 2.2 1,550 3.6

1,150.00–1,199.90 2,520 3.9 290 1.4 2,230 5.1

1,200.00–1,249.90 2,690 4.2 310 1.5 2,380 5.5

1,250.00–1,299.90 2,430 3.8 320 1.5 2,110 4.9

1,300.00 or more 8,540 13.3 2,670 12.8 5,870 13.5

Women 37,840 100.0 9,140 100.0 28,700 100.0

Less than 350.00 8,700 23.0 3,210 35.1 5,490 19.1

350.00–399.90 1,050 2.8 280 3.1 770 2.7

400.00–449.90 1,510 4.0 310 3.4 1,200 4.2

450.00–499.90 1,950 5.2 360 3.9 1,590 5.5

500.00–549.90 2,680 7.1 420 4.6 2,260 7.9

550.00–599.90 2,890 7.6 430 4.7 2,460 8.6

600.00–649.90 2,490 6.6 450 4.9 2,040 7.1

650.00–699.90 2,190 5.8 330 3.6 1,860 6.5

700.00–749.90 1,930 5.1 380 4.2 1,550 5.4

750.00–799.90 2,040 5.4 290 3.2 1,750 6.1

800.00–849.90 1,610 4.3 350 3.8 1,260 4.4

850.00–899.90 1,350 3.6 330 3.6 1,020 3.6

900.00–949.90 1,040 2.7 240 2.6 800 2.8

950.00–999.90 1,160 3.1 270 3.0 890 3.1

1,000.00–1,049.90 940 2.5 290 3.2 650 2.3

1,050.00–1,099.90 710 1.9 240 2.6 470 1.6

1,100.00–1,149.90 610 1.6 110 1.2 500 1.7

1,150.00–1,199.90 690 1.8 110 1.2 580 2.0

1,200.00–1,249.90 510 1.3 100 1.1 410 1.4

1,250.00–1,299.90 470 1.2 70 0.8 400 1.4

1,300.00 or more 1,320 3.5 570 6.2 750 2.6
6.E OASDI: Benefits Withheld

Annual Statistical Supplement, 2003 ♦ 6.27

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana N. Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana N. Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

Table 6.E4—Number of beneficiaries with benefits withheld, by reason for withholding payment and type of 

benefit, December 2002

Reason payment

withheld

Total,

all beneficiaries

Retired workers

Disabled

workers

Wives and husbands

Children

Widowed

mothers

and

fathers Widow(er)s Parents

Special

age-72

benefiSubtotal ciaries

Wives

Subtotal Men Women Husbands

Without

childrena

a. Aged 62 or older.

With

children b

b. Under age 65 with entitled children in their care.

Total 1,666,584 102,069 63,734 38,335 105,023 286,800 157,002 59,947 69,851 463,718 62,905 636,184 547 9,338

Earnings of—

Retired workers 38,759 36,313 21,018 15,295 . . . 1,503 1,283 147 73 943 . . . . . . . . . . . .

Other beneficiaries 89,005 . . . . . . . . . . . . 39,364 660 36,458 2,246 195 40,413 9,033 . . . . . .

Entitled child not in

 care of beneficiary 28,363 . . . . . . . . . . . . 13,479 83 12,274 1,122 . . . 14,884 . . . . . . . . .

Payee not determined 7,740 715 362 353 1,405 40 28 6 6 5,325 12 242 c

c. Not shown to avoid disclosure of information regarding particular individuals.

c

Recoupment of

 overpayment for

 reasons other

 than earnings 27,835 6,673 3,378 3,295 5,686 2,007 1,164 807 36 9,890 1,210 2,364 c c

Address unknown 49,875 19,834 11,659 8,175 8,738 1,619 1,031 425 163 12,111 219 6,924 39 391

Determination of

 continuing

 disability pending 8,300 . . . . . . . . . 5,273 226 4 214 8 2,783 . . . 18 . . . . . .

Workers’ compen-

 sation offset 7,863 . . . . . . . . . 1,973 555 34 497 24 5,335 . . . . . . . . . . . .

Government pension

 offset 280,719 . . . . . . . . . . . . 185,450 122,581 37 62,832 . . . 73 91,762 . . . 3,434

Receipt of public

 assistance 3,756 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,756

Technical entitlement 905,624 . . . . . . . . . . . . 25,424 17,831 5,775 1,818 366,964 1,469 511,616 107 44

Other reasons 218,745 38,534 27,317 11,217 81,948 17,133 12,303 3,307 1,523 60,172 4,625 14,225 396 1,712

Table 6.E5—Number of wives, husbands, and children with benefits withheld, by reason for withholding payment

and type of benefit, December 2002

Reason payment withheld

Wives and husbands of— Children under age 18 of— Disabled adult children of— Students aged 18–19 of—

Retired

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Total 229,243 57,557 20,855 46,918 207,437 86,299 60,271 18,584 4,637 12,278 6,439

Earnings of—

Retired workers 1,503 . . . 793 . . . . . . 112 . . . . . . 38 . . . . . .

Other beneficiaries 7,017 32,347 27 37 75 15 15 . . . a 12 a

Entitled child not in care of

 beneficiary 2,198 11,281 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payee not determined 32 8 211 2,443 1,701 147 722 84 a

a. Not shown to avoid disclosure of information regarding particular individuals.

12 a

Recoupment of overpayment for

 reasons other than earnings 1,227 780 414 2,490 6,328 84 267 115 12 79 101

Address unknown 1,208 411 584 2,950 6,117 318 1,490 281 30 199 142

Determination of continuing

 disability pending . . . 226 . . . . . . 2,240 73 300 159 . . . . . . 11

Workers’ compensation offset . . . 555 . . . . . . 5,160 . . . . . . 74 . . . . . . 101

Government pension offset 183,737 1,713 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Technical entitlement 18,103 7,321 15,331 28,264 155,647 82,997 48,841 14,107 4,473 11,629 5,675

Other reasons 14,218 2,915 3,495 10,734 30,169 2,553 8,636 3,764 80 347 394
6.F OASDI: Benefits Terminated

6.28 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana N. Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

Table 6.F1—Number of benefits terminated, by type, 1940–2002

Year

Total, all

benefits

Retired

workers

Disabled

workers

Wives

and

husbands

Children Widowed

mothers

and

fathers Widow(er)s Parents

Special

age-72

benefiTotal ciariesUnder

age 18

Disabled

adult

children Students

Total 134,107,533 46,967,015 14,309,886 17,031,268 37,765,295 23,778,593 718,508 13,268,194 4,476,197 12,217,963 107,252 1,232,657

1940–1944 246,534 84,737 . . . 40,811 73,394 73,394 . . . . . . 40,868 5,680 1,044 . . .

1945–1949 896,041 304,902 . . . 154,261 250,835 250,835 . . . . . . 145,998 36,144 3,901 . . .

1950 266,615 98,280 . . . 51,200 69,062 69,062 . . . . . . 33,313 13,642 1,118 . . .

1951 354,282 141,665 . . . 73,706 82,516 82,516 . . . . . . 37,016 17,999 1,380 . . .

1952 383,780 160,284 . . . 85,349 75,352 75,352 . . . . . . 40,085 20,978 1,732 . . .

1953 455,652 193,688 . . . 99,409 89,292 89,292 . . . . . . 44,331 27,006 1,926 . . .

1954 501,694 212,894 . . . 111,788 99,375 99,375 . . . . . . 45,870 29,871 1,896 . . .

1955 579,229 247,998 . . . 125,880 117,443 117,443 . . . . . . 49,330 36,488 2,090 . . .

1956 624,981 269,006 . . . 134,700 128,391 128,391 . . . . . . 51,874 38,849 2,161 . . .

1957 789,331 334,710 16,131 178,464 146,828 146,540 288 . . . 54,715 56,022 2,461 . . .

1958 817,512 322,279 52,949 173,608 156,944 156,348 596 . . . 52,088 57,422 2,222 . . .

1959 1,163,018 458,175 81,982 255,169 211,711 209,948 1,763 . . . 67,346 85,401 3,234 . . .

1960 1,170,612 440,555 89,090 249,792 235,965 233,512 2,453 . . . 67,555 84,396 3,259 . . .

1961 1,327,950 471,552 115,546 276,437 290,895 287,599 3,296 . . . 77,778 92,322 3,420 . . .

1962 1,410,718 507,807 128,299 282,569 311,045 307,200 3,845 . . . 78,261 99,332 3,405 . . .

1963 1,672,045 591,951 137,850 330,576 397,764 392,606 5,158 . . . 92,246 117,743 3,915 . . .

1964 1,739,693 616,124 138,576 333,969 424,680 418,834 5,846 . . . 96,116 126,328 3,900 . . .

1965 1,868,804 646,734 156,648 345,229 481,215 448,344 6,628 26,243 98,058 137,031 3,889 . . .

1966 2,178,105 696,038 168,630 351,877 704,131 457,688 7,329 239,114 92,054 158,302 3,749 3,324

1967 2,545,076 748,184 208,899 373,803 820,610 503,110 9,178 308,322 102,004 172,411 3,789 115,376

1968 2,654,191 789,586 222,197 386,245 837,390 514,363 10,620 312,407 100,344 188,844 4,004 125,581

1969 2,860,287 827,151 251,269 399,689 946,481 564,725 11,922 369,834 107,119 205,188 3,525 119,865

1970 2,841,523 817,129 260,444 388,574 956,566 582,918 11,795 361,853 102,578 208,843 3,313 104,076

1971 2,944,134 846,103 266,471 394,422 1,011,381 607,138 11,621 392,622 104,577 223,988 3,162 94,030

1972 2,949,327 839,018 261,739 384,297 1,037,251 605,569 13,924 417,758 108,995 232,375 2,950 82,702

1973 3,132,957 873,593 304,792 396,828 1,137,641 637,851 12,445 487,345 103,056 234,039 2,955 80,053

1974 3,296,247 921,897 320,958 416,891 1,205,329 699,400 15,288 490,641 116,061 243,139 2,886 69,086

1975 3,313,151 931,953 329,532 421,973 1,209,574 695,082 15,195 499,297 110,493 249,274 2,574 57,778

1976 3,405,273 941,162 351,504 424,417 1,262,306 711,425 16,104 534,777 114,823 256,020 2,412 52,629

1977 3,551,125 955,114 401,334 430,431 1,331,923 740,822 17,060 574,041 114,605 265,721 2,285 49,712

1978 3,589,849 977,703 413,571 428,498 1,342,365 736,536 17,496 588,333 112,491 271,102 2,106 42,013

1979 3,568,400 953,520 422,503 426,014 1,346,176 726,910 18,598 600,668 111,604 272,422 1,831 34,330

1980 3,538,615 1,009,542 408,051 420,313 1,259,831 636,825 14,561 608,445 118,300 289,326 1,705 31,547

1981 3,596,613 1,006,756 434,187 419,331 1,305,554 664,436 15,482 625,636 111,025 291,081 1,649 27,030

1982 3,869,989 1,032,327 483,847 437,104 1,485,066 677,326 16,435 791,305 109,210 298,435 1,521 22,479

1983 3,788,835 1,068,963 453,621 492,524 1,223,789 584,312 19,706 619,771 214,361 309,168 1,448 24,961

1984 3,230,134 1,102,737 371,913 373,796 954,150 498,199 19,277 436,674 88,342 319,858 1,283 18,055

1985 3,109,569 1,150,236 339,984 367,257 820,641 446,106 17,022 357,513 84,165 331,090 1,228 14,968

1986 2,996,494 1,152,844 341,276 362,966 703,293 474,999 17,013 211,281 90,071 329,855 1,110 15,079

1987 2,967,965 1,163,655 347,948 354,240 681,275 457,523 17,056 206,696 80,131 328,008 1,041 11,667

1988 3,087,126 1,227,357 356,143 354,250 723,385 484,001 19,478 219,906 73,473 341,432 922 10,164

1989 2,977,413 1,202,430 351,402 339,550 678,094 454,048 19,726 204,320 66,527 332,040 856 6,514

1990 2,958,646 1,222,810 348,194 337,006 646,343 415,616 20,014 210,713 64,260 334,293 769 4,971

1991 2,943,272 1,237,517 351,303 332,892 619,977 401,092 17,723 201,162 61,383 335,740 646 3,814

1992 2,969,109 1,252,171 361,796 329,102 616,771 397,723 17,857 201,191 65,852 339,827 617 2,973

1993 3,075,227 1,313,867 372,317 336,335 632,585 408,497 18,842 205,246 62,436 354,833 578 2,276

1994 3,124,009 1,329,241 384,590 331,416 647,848 421,730 20,034 206,084 72,662 356,097 529 1,626

1995 3,161,744 1,334,027 399,475 327,233 678,821 451,375 22,639 204,807 61,813 358,691 493 1,191

1996 3,187,291 1,352,339 396,980 321,703 690,618 459,254 23,776 207,588 61,618 362,751 444 838

1997 3,413,296 1,370,596 464,984 319,172 777,803 537,259 26,210 214,334 60,342 419,105 376 918

1998 3,307,618 1,405,342 409,489 313,423 741,412 495,678 26,755 218,979 54,551 382,619 346 436

1999 3,366,363 1,436,865 433,950 312,867 748,950 490,634 29,444 228,872 51,341 381,791 361 238

2000 3,404,466 1,447,269 460,351 310,703 753,430 502,351 33,300 217,779 50,925 381,341 282 165

2001 3,440,679 1,460,763 459,073 304,413 775,873 515,300 32,988 227,585 49,838 390,315 289 115

2002 3,494,924 1,465,869 478,098 306,796 807,955 534,181 34,722 239,052 49,919 385,945 265 77
6.F OASDI: Benefits Terminated

Annual Statistical Supplement, 2003 ♦ 6.29

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana N. Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana N. Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

Table 6.F2—Number, by reason for termination and type of benefit, 2002

Reason for termination

All

benefits

Retired

workers

Disabled

workers

Wives and

husbands Children

Widowed

mothers

and fathers

Widow(er)s

and parents

Special

age-72

beneficiaries

Total 3,494,924 1,465,869 478,098 306,796 807,955 49,919 386,210 77

Death of beneficiary 2,024,230 1,411,917 180,602 81,557 20,143 992 328,942 77

Death of worker 177,407 . . . . . . 148,108 29,299 . . . . . . . . .

Marriage, remarriage, or divorce of beneficiary 27,160 . . . . . . 4,488 9,881 8,759 4,032 . . .

Attainment of age—

16 by child 60,251 . . . . . . 26,151 . . . 34,100 . . . . . .

18 by child 410,102 . . . . . . . . . 410,102 . . . . . . . . .

19 by student 38,687 . . . . . . . . . 38,687 . . . . . . . . .

65 by disabled worker 256,033 . . . 225,674 18,326 12,033 . . . . . . . . .

65 by disabled widow(er) 12,788 . . . . . . . . . . . . . . . 12,788 . . .

Entitlement to an equal or larger Social Security benefit 91,973 39,100 4,257 7,560 4,330 3,487 33,239 . . .

Does not meet medical standards a

a. Excludes disabled beneficiaries whose monthly benefits have been suspended because of their ability to engage in substantial gainful activity. These persons continue to be 

eligible for Medicare for a 3-year period.

Disabled worker or widow(er) 107,466 . . . 61,522 2,806 42,854 . . . 264 . . .

Disabled adult child 3,895 . . . . . . . . . 3,895 . . . . . . . . .

Student no longer attending school 195,091 . . . . . . . . . 195,091 . . . . . . . . .

Other 89,861 14,852 6,043 17,800 41,640 2,581 6,945 . . .

Table 6.F3—Number of wives, husbands, and children, by reason for termination and type of benefit, 2002

Reason for termination

Wives and 

husbands of— Children under age 18 of— Disabled adult children of— Students aged 18–19 of—

Retired

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Total 253,206 53,590 51,592 199,818 282,771 6,463 18,077 10,182 29,997 118,613 90,442

Death of beneficiary 80,185 1,372 185 1,757 952 3,106 13,385 557 21 114 66

Death of worker 141,348 6,760 . . . . . . 26,530 . . . . . . 1,617 . . . . . . 1,152

Marriage, remarriage, or divorce

 of beneficiary 1,954 2,534 638 1,850 4,715 264 1,481 364 69 230 270

Attainment of age—

16 by child 9,118 17,033 . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 by child . . . . . . 47,041 190,357 172,704 . . . . . . . . . . . . . . . . . .

19 by student . . . . . . . . . . . . . . . . . . . . . . . . 4,551 20,861 13,275

65 by disabled worker . . . 18,326 . . . . . . 7,044 . . . . . . 4,574 . . . . . . 415

Entitlement to an equal or larger

 Social Security benefit 6,057 1,503 1,965 290 846 532 274 306 71 11 35

Does not meet medical standards a

a. Excludes disabled beneficiaries whose monthly benefits have been suspended because of their ability to engage in substantial gainful activity. These persons continue to be 

eligible for Medicare for a 3-year period.

Disabled worker . . . 2,806 . . . . . . 40,906 . . . . . . 1,560 . . . . . . 388

Disabled adult child . . . . . . . . . . . . . . . 912 2,712 271 . . . . . . . . .

Student no longer attending school . . . . . . . . . . . . . . . . . . . . . . . . 24,977 96,714 73,400

Other 14,544 3,256 1,763 5,564 29,074 1,649 225 933 308 683 1,441

7.A SSI: Summary

Annual Statistical Supplement, 2003 ♦ 7.1

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.A1—Number of recipients of federally administered payments, total payments, and average monthly 

payment, by source of payment, eligibility category, and age, December 2002

Source of payment Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older a

a. Includes approximately 17,900 blind and 725,900 disabled persons aged 65 or older.

Number of recipients

Total 6,787,857 1,251,528 77,658 5,458,671 914,821 3,877,752 1,995,284

Federal payment only 4,326,205 640,133 43,062 3,643,010 668,217 2,570,005 1,087,983

Federal payment and state supplementation 2,179,022 511,519 29,127 1,638,376 243,974 1,169,651 765,397

State supplementation only 282,630 99,876 5,469 177,285 2,630 138,096 141,904

Total with—

Federal payment 6,505,227 1,151,652 72,189 5,281,386 912,191 3,739,656 1,853,380

State supplementation 2,461,652 611,395 34,596 1,815,661 246,604 1,307,747 907,301

Total payments b (thousands of dollars)

b. Includes retroactive payments.

Total 2,951,425 415,574 35,144 2,500,707 475,974 1,808,645 666,806

Federal payments 2,623,339 325,286 28,264 2,269,789 459,966 1,629,676 533,697

State supplementation 328,086 90,288 6,880 230,918 16,008 178,969 133,109

Average monthly payment c (dollars) 

c. Excludes retroactive payments.

Total 407.42 330.04 444.54 424.75 487.73 427.73 332.03

Federal payments 376.76 280.86 384.79 397.71 472.67 398.82 286.20

State supplementation 127.53 146.17 194.32 119.94 60.72 127.71 145.22

Table 7.A2—Number of individuals and couples receiving federally administered payments, total payments, and 

average monthly payment, by source of payment and eligibility category, December 2002

Source of payment

Aged Blind Disabled Blind and

disabled

Individual Couple Individual Couple Individual Couple under age 18

Number of recipients

Total 993,038 133,438 66,123 2,949 4,255,127 142,987 914,821

Federal payment only 538,199 52,062 37,052 1,271 2,811,001 82,481 668,217

Federal payment and state supplementation 380,534 68,694 24,163 1,411 1,284,671 53,038 243,974

State supplementation only 74,305 12,682 4,908 267 159,455 7,468 2,630

Total with—

Federal payment 918,733 120,756 61,215 2,682 4,095,672 135,519 912,191

State supplementation 454,839 81,376 29,071 1,678 1,444,126 60,506 246,604

Total payments a (thousands of dollars) 

a. Includes retroactive payments.

Total 321,856 98,350 29,519 2,499 1,923,954 99,273 475,974

Federal payments 260,024 68,697 23,906 1,623 1,730,375 78,749 459,966

State supplementation 61,832 29,653 5,613 876 193,579 20,525 16,008

Average monthly payment (dollars) 

Total 322.26 730.49 438.66 825.60 417.63 662.65 487.73

Federal payments 281.54 564.62 383.73 589.77 389.32 554.78 472.67

State supplementation 134.45 360.41 189.06 510.68 126.23 324.74 60.72
7.A SSI: Summary

7.2 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.A3—Number of recipients, by eligibility category and source of payment, January 1974 and

December 1975–2002, selected years

Month and year Total

Federally

administered

Federal

SSI

State supplementation

Total

Federally administered State administered

Total, federally

administered

supplementation

Federally

administered

only

Total, state

administered

supplementation

State

administered

only

All recipients

January 1974 3,248,949 3,215,632 2,955,959 1,838,602 1,480,309 259,673 358,293 33,317

December

1975 4,359,625 4,314,275 3,893,419 1,987,409 1,684,018 420,856 303,391 45,350

1980 4,194,100 4,142,017 3,682,411 1,934,239 1,684,765 459,606 249,474 52,083

1985 4,200,177 4,138,021 3,799,092 1,915,503 1,660,847 338,929 254,656 62,156

1990 4,888,180 4,817,127 4,412,131 2,343,803 2,058,273 404,996 285,530 71,053

1995 6,575,753 6,514,134 6,194,493 2,817,408 2,517,805 319,641 299,603 61,619

2000 6,685,169 6,601,686 6,319,907 3,163,504 2,480,637 281,779 682,867 83,483

2001 6,775,548 6,688,489 6,410,138 3,209,168 2,520,005 278,351 689,163 87,059

2002 6,939,844 6,787,857 6,505,227 3,014,219 2,461,652 282,630 552,567 151,989

Aged

January 1974 1,889,898 1,865,109 1,690,496 1,022,244 770,318 174,613 251,926 24,789

December

1975 2,333,685 2,307,105 2,024,765 1,028,596 843,917 282,340 184,679 26,580

1980 1,838,381 1,807,776 1,533,366 837,318 702,763 274,410 134,555 30,605

1985 1,529,674 1,504,469 1,322,292 698,634 583,913 182,177 114,721 25,205

1990 1,484,160 1,454,041 1,256,623 765,420 649,530 197,418 115,890 30,119

1995 1,479,415 1,446,122 1,314,720 777,841 663,390 131,402 114,451 33,293

2000 1,327,567 1,289,339 1,186,309 767,312 622,668 103,030 144,644 38,228

2001 1,304,273 1,264,463 1,164,825 764,606 620,952 99,638 143,654 39,810

2002 1,291,394 1,251,528 1,151,652 750,246 611,395 99,876 138,851 39,866

Blind

January 1974 73,850 72,390 55,680 45,828 37,326 16,710 8,502 1,460

December

1975 75,315 74,489 68,375 36,309 31,376 6,114 4,933 826

1980 79,139 78,401 68,945 39,863 36,214 9,456 3,649 738

1985 82,622 82,220 73,817 41,323 38,291 8,403 3,032 402

1990 84,109 83,686 74,781 43,376 40,334 8,905 3,042 423

1995 84,273 83,545 77,064 42,272 38,695 6,481 3,577 728

2000 79,295 78,511 72,931 40,585 35,940 5,580 4,645 784

2001 79,058 78,255 72,811 40,272 35,708 5,444 4,564 803

2002 78,476 77,658 72,189 39,123 34,596 5,469 4,527 818

Disabled

January 1974 1,285,201 1,278,122 1,209,783 769,501 672,575 68,350 96,926 7,068

December

1975 1,950,625 1,932,681 1,800,279 922,229 808,725 132,402 113,504 17,944

1980 2,276,130 2,255,840 2,080,100 1,050,155 945,788 175,740 104,367 20,290

1985 2,586,741 2,551,332 2,402,983 1,167,326 1,038,643 148,349 128,683 35,409

1990 3,319,911 3,279,400 3,080,727 1,535,007 1,368,409 198,673 166,598 40,511

1995 5,010,326 4,984,467 4,802,709 1,995,262 1,815,720 181,758 179,542 25,859

2000 5,270,126 5,233,836 5,060,667 2,147,945 1,822,029 173,169 325,916 36,290

2001 5,384,121 5,345,771 5,172,502 2,196,639 1,863,345 173,269 333,294 38,350

2002 5,496,622 5,458,671 5,281,386 2,147,705 1,815,661 177,285 332,044 37,951
7.A SSI: Summary

Annual Statistical Supplement, 2003 ♦ 7.3

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Stella M. Coleman (410) 965-0157 and Alfreda Brooks (410) 965-9849.

Table 7.A4—Total payments, by eligibility category and source of payment, selected years 1974–2002

(in thousands of dollars)

Year Total

Federally

administered

Federal

SSI

State supplementation

Total

Federally

administered

State

administereda

a. Includes data not distributed by category.

All recipients

1974 5,245,719 5,096,813 3,833,161 1,412,558 1,263,652 148,906

1975 5,878,224 5,716,072 4,313,538 1,564,686 1,402,534 162,152

1980 7,940,734 7,714,640 5,866,354 2,074,380 1,848,286 226,094

1985 11,060,476 10,749,938 8,777,341 2,283,135 1,972,597 310,538

1990 16,598,680 16,132,959 12,893,805 3,704,875 3,239,154 465,721

1995 27,627,658 27,037,280 23,919,430 3,708,228 3,117,850 590,378

2000 31,564,439 30,671,699 27,290,248 4,274,191 3,381,451 892,740

2001 33,060,819 32,165,856 28,705,503 4,355,316 3,460,353 894,963

2002 34,566,844 33,718,999 29,898,765 4,668,079 3,820,234 847,845

Aged

1974 2,503,407 2,414,034 1,782,742 720,665 631,292 89,373

1975 2,604,792 2,516,515 1,842,980 761,812 673,535 88,277

1980 2,734,270 2,617,023 1,860,194 874,076 756,829 117,247

1985 3,034,596 2,896,671 2,202,557 832,039 694,114 137,925

1990 3,736,104 3,559,388 2,521,382 1,214,722 1,038,006 176,716

1995 4,467,146 4,239,222 3,374,772 1,092,374 864,450 227,924

2000 4,811,048 4,537,914 3,595,384 1,225,603 942,530 283,073

2001 4,958,644 4,664,076 3,708,527 1,250,117 955,549 294,568

2002 5,085,554 4,802,792 3,751,491 1,334,063 1,051,301 282,762

Blind

1974 130,195 125,791 91,308 38,887 34,483 4,404

1975 130,936 127,240 92,427 38,509 34,813 3,696

1980 190,075 185,827 131,506 58,569 54,321 4,248

1985 264,162 259,840 195,183 68,979 64,657 4,322

1990 334,120 328,949 238,415 95,705 90,534 5,171

1995 375,512 367,441 298,238 77,274 69,203 8,071

2000 394,484 385,832 312,144 82,324 73,688 8,636

2001 407,371 398,624 323,895 83,476 74,729 8,747

2002 426,409 416,454 335,405 91,004 81,049 9,955

Disabled

1974 2,601,936 2,556,988 1,959,112 642,824 597,876 44,948

1975 3,142,476 3,072,317 2,378,131 764,345 694,186 70,159

1980 5,013,948 4,911,792 3,874,655 1,139,293 1,037,137 102,156

1985 7,754,588 7,593,427 6,379,601 1,374,987 1,213,826 161,161

1990 12,520,568 12,244,622 10,134,007 2,386,561 2,110,615 275,946

1995 22,778,547 22,430,612 20,246,415 2,532,132 2,184,197 347,935

2000 26,189,350 25,764,675 23,399,442 2,844,868 2,365,233 479,635

2001 27,611,303 27,125,707 24,695,630 2,915,673 2,430,077 485,596

2002 28,996,405 28,531,939 25,844,055 3,184,518 2,687,884 496,634
7.A SSI: Summary

7.4 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: Excludes retroactive payments.

CONTACT: Art Kahn (410) 965-0186.

Table 7.A5—Average monthly payment, by eligibility category and source of payment, December 1975–2002,

selected years (in dollars)

Year Total

Federally

administered

Federal

SSI

State supplementation

Total

Federally

administered

State

administered a

a. Includes data not distributed by category.

All recipients

1975 108.46 106.33 90.59 57.55 61.72 38.69

1980 164.66 161.92 138.14 93.44 95.17 81.57

1985 220.70 218.09 193.77 99.37 99.39 99.21

1990 279.91 276.45 241.52 128.24 127.83 131.32

1995 338.73 335.45 312.83 103.23 98.66 142.59

2000 385.52 378.82 351.48 112.16 112.50 110.95

2001 400.06 393.96 366.31 112.65 113.65 109.03

2002 408.64 407.42 376.76 127.45 127.53 110.62

Aged

1975 88.91 86.72 73.77 50.61 57.38 28.68

1980 130.28 126.66 105.69 92.64 95.60 77.55

1985 168.16 164.01 141.41 101.25 103.58 89.91

1990 213.40 208.26 170.74 133.62 136.31 118.82

1995 256.66 250.27 220.15 116.26 109.62 153.94

2000 309.40 299.69 258.12 135.88 128.46 167.49

2001 322.69 314.22 271.13 137.06 130.89 163.52

2002 338.01 330.04 280.86 150.29 146.17 168.24

Blind

1975 140.20 137.58 112.69 68.81 78.57 35.40

1980 195.60 192.51 163.36 109.79 111.41 97.56

1985 263.86 260.25 224.31 121.76 122.15 118.07

1990 323.31 319.03 267.34 165.57 167.29 148.26

1995 360.61 355.24 317.06 143.65 138.31 188.15

2000 418.14 413.22 360.51 168.91 171.01 154.79

2001 432.89 428.04 374.72 172.27 173.98 159.85

2002 449.41 444.54 384.79 190.78 194.31 163.91

Disabled

1975 130.59 128.49 108.55 65.63 65.68 65.20

1980 190.96 188.70 160.78 93.57 94.38 86.19

1985 248.36 246.50 219.61 97.73 96.63 107.06

1990 305.82 302.78 266.84 125.01 123.36 139.70

1995 360.99 358.18 336.39 97.76 94.26 134.44

2000 402.93 397.92 373.41 108.66 105.86 124.09

2001 417.16 412.46 387.80 109.10 106.72 122.29

2002 429.37 424.75 397.71 120.55 119.94 123.81
7.A SSI: Summary

Annual Statistical Supplement, 2003 ♦ 7.5

SOURCE: Social Security Administration, Supplemental Security Record, 10 percent sample. 

NOTE: Represents period in which first payment was made, not date of entitlement to payments.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.A8—Number of federally administered awards, by eligibility category and age, 1974–2002

Year Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

All awards 23,858,560 7,156,810 287,570 16,414,180 2,821,660 13,728,010 7,308,890

State conversions a

a. Persons who were converted in 1973 from the state Old-Age Assistance, Aid to the Blind, and Aid to the Permanently and Totally Disabled programs to the SSI program.

3,158,410 1,763,250 77,660 1,317,500 2,620 1,305,060 1,850,730

Federal applications

1974 1,329,870 767,340 8,230 554,300 66,880 491,170 771,820

1975 927,800 349,800 9,020 568,980 62,880 508,950 355,970

1976 674,580 222,600 6,990 444,990 45,030 403,350 226,200

1977 643,480 213,990 8,180 421,310 50,970 375,950 216,560

1978 566,190 193,610 7,860 364,720 47,050 323,170 195,970

1979 517,010 176,980 7,820 332,210 45,810 292,380 178,820

1980 526,790 185,150 8,790 332,850 46,260 293,740 186,790

1981 411,510 122,680 8,180 280,650 39,050 248,340 124,120

1982 342,680 103,330 6,770 232,580 35,670 202,590 104,420

1983 458,610 152,730 7,730 298,150 42,110 262,660 153,840

1984 586,670 217,100 8,780 360,790 45,740 322,390 218,540

1985 527,800 155,820 8,220 363,760 46,590 324,070 157,140

1986 603,580 159,590 7,770 436,220 51,020 391,600 160,960

1987 589,440 166,210 8,290 414,940 48,480 373,320 167,640

1988 578,370 168,720 7,130 402,520 47,560 361,070 169,740

1989 629,460 188,280 7,010 434,170 51,520 388,120 189,820

1990 718,310 193,680 7,820 516,810 76,070 446,940 195,300

1991 822,890 190,000 7,480 625,410 126,190 504,860 191,840

1992 1,049,260 190,840 8,210 850,210 221,080 636,300 191,880

1993 1,054,170 186,420 6,870 860,880 236,220 630,030 187,920

1994 944,830 158,900 6,470 779,460 203,190 580,640 161,000

1995 893,460 142,830 5,800 744,830 177,550 571,080 144,830

1996 797,970 124,650 5,400 667,920 144,270 526,690 127,010

1997 673,340 94,230 4,920 574,190 116,280 461,260 95,800

1998 739,410 109,570 6,440 623,400 135,600 489,240 114,570

1999 757,270 121,000 5,940 630,330 139,400 493,960 123,910

2000 747,010 116,610 5,930 624,470 144,540 483,020 119,450

2001 770,340 107,950 6,110 656,280 156,900 502,590 110,850

2002 818,050 112,950 5,750 699,350 169,130 533,470 115,450
7.A SSI: Summary

7.6 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.A9—Number of recipients of federally administered payments, by eligibility category and age,

December 1974–2002

Year Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

1974 3,996,064 2,285,909 74,616 1,635,539 70,900 1,503,155 2,422,009

1975 4,314,275 2,307,105 74,489 1,932,681 107,026 1,699,394 2,507,855

1976 4,235,939 2,147,697 76,366 2,011,876 125,412 1,713,594 2,396,933

1977 4,237,692 2,050,921 77,362 2,109,409 147,355 1,736,879 2,353,458

1978 4,216,925 1,967,900 76,895 2,171,890 165,899 1,747,126 2,303,900

1979 4,149,575 1,871,716 77,250 2,200,609 177,306 1,726,553 2,245,716

1980 4,142,017 1,807,776 78,401 2,255,840 190,394 1,730,847 2,220,776

1981 4,018,875 1,678,090 78,570 2,262,215 194,890 1,702,895 2,121,090

1982 3,857,590 1,548,741 77,356 2,231,493 191,570 1,655,279 2,010,741

1983 3,901,497 1,515,400 78,960 2,307,137 198,323 1,699,774 2,003,400

1984 4,029,333 1,530,287 80,524 2,418,522 211,587 1,780,459 2,037,287

1985 4,138,021 1,504,469 82,220 2,551,332 227,384 1,879,168 2,031,469

1986 4,269,184 1,473,428 83,115 2,712,641 241,198 2,010,458 2,017,528

1987 4,384,999 1,455,387 83,421 2,846,191 250,902 2,118,710 2,015,387

1988 4,463,869 1,433,420 82,864 2,947,585 255,135 2,202,714 2,006,020

1989 4,593,059 1,439,043 82,765 3,071,251 264,890 2,301,926 2,026,243

1990 4,817,127 1,454,041 83,686 3,279,400 308,589 2,449,897 2,058,641

1991 5,118,470 1,464,684 84,549 3,569,237 397,162 2,641,524 2,079,784

1992 5,566,189 1,471,022 85,400 4,009,767 556,470 2,910,016 2,099,703

1993 5,984,330 1,474,852 85,456 4,424,022 722,678 3,148,413 2,113,239

1994 6,295,786 1,465,905 84,911 4,744,970 841,474 3,335,255 2,119,057

1995 6,514,134 1,446,122 83,545 4,984,467 917,048 3,482,256 2,114,830

1996 6,613,718 1,412,632 82,137 5,118,949 955,174 3,568,393 2,090,151

1997 6,494,985 1,362,350 80,778 5,051,857 879,828 3,561,625 2,053,532

1998 6,566,069 1,331,782 80,243 5,154,044 887,066 3,646,020 2,032,983

1999 6,556,634 1,308,062 79,291 5,169,281 847,063 3,690,970 2,018,601

2000 6,601,686 1,289,339 78,511 5,233,836 846,784 3,744,022 2,010,880

2001 6,688,489 1,264,463 78,255 5,345,771 881,836 3,811,494 1,995,159

2002 6,787,857 1,251,528 77,658 5,458,671 914,821 3,877,752 1,995,284
7.B SSI: State Data

Annual Statistical Supplement, 2003 ♦ 7.7

Table 7.B1—Number of recipients of federally administered payments, December 2002, and total payments

for calendar year 2002, by state or other area and eligibility category, 2002

State or area

Number Total payments (thousands of dollars)

Total Aged Blinda

a. Includes approximately 17,900 blind persons aged 65 or older.

Disabledb

b. Includes approximately 725,900 disabled persons aged 65 or older.

Total Aged Blind Disabled

All areasc

c. Includes data not distributed by state.

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186 or Stella M. Coleman (410) 965-0157.

6,787,857 1,251,528 77,658 5,458,671 33,718,999 4,802,792 416,454 28,499,771

Alabama 163,740 22,729 1,073 139,938 729,691 46,992 4,503 678,196

Alaska 9,658 1,568 114 7,976 43,872 4,536 532 38,804

Arizona 88,054 13,248 933 73,873 406,474 42,264 4,513 359,697

Arkansas 85,107 12,108 926 72,073 354,418 21,938 3,885 328,595

California 1,135,834 342,142 21,995 771,697 7,230,494 1,916,620 152,555 5,161,319

Colorado 53,689 8,663 550 44,476 243,234 28,159 2,533 212,542

Connecticut 50,368 6,960 494 42,914 236,055 25,035 2,412 208,608

Delaware 12,565 1,327 113 11,125 56,374 3,562 508 52,303

District of Columbia 20,221 2,281 190 17,750 102,083 6,897 906 94,280

Florida 396,976 95,691 3,237 298,048 1,814,408 332,735 14,353 1,467,319

Georgia 198,599 30,900 2,192 165,507 854,414 71,567 9,774 773,073

Hawaii 21,566 6,597 190 14,779 110,657 27,765 972 81,920

Idaho 19,394 1,782 200 17,412 86,514 4,191 889 81,434

Illinois 252,200 31,450 2,418 218,332 1,246,787 118,951 11,463 1,116,373

Indiana 90,893 6,596 1,031 83,266 423,503 16,275 4,464 402,764

Iowa 41,596 4,058 812 36,726 175,290 9,257 3,223 162,810

Kansas 37,063 3,566 383 33,114 164,412 9,508 1,690 153,215

Kentucky 176,768 16,635 1,374 158,759 802,898 35,992 6,086 760,820

Louisiana 166,884 21,945 1,832 143,107 760,944 49,897 8,081 702,965

Maine 30,935 2,987 230 27,718 130,762 5,449 962 124,351

Maryland 89,705 15,542 725 73,438 434,761 53,833 3,434 377,494

Massachusetts 167,027 45,024 4,059 117,944 849,101 181,946 22,116 645,039

Michigan 213,568 18,173 1,835 193,560 1,065,066 58,725 8,694 997,646

Minnesota 67,011 9,903 719 56,389 303,433 33,029 3,254 267,140

Mississippi 127,123 19,134 1,159 106,830 542,847 38,905 4,816 499,126

Missouri 114,127 11,271 973 101,883 515,040 27,038 4,248 483,754

Montana 14,220 1,260 134 12,826 62,959 2,676 587 59,696

Nebraska 21,659 2,265 241 19,153 92,870 5,530 1,068 86,271

Nevada 29,154 7,569 698 20,887 132,907 25,542 3,639 103,726

New Hampshire 12,316 958 129 11,229 55,785 2,447 555 52,783

New Jersey 148,115 33,957 1,040 113,118 721,272 133,124 4,877 583,271

New Mexico 48,790 8,761 536 39,493 216,882 23,626 2,427 190,829

New York 625,234 136,363 3,194 485,677 3,407,767 596,273 16,101 2,795,394

North Carolina 192,595 30,031 2,009 160,555 797,987 64,225 8,432 725,330

North Dakota 8,090 1,203 83 6,804 31,784 2,724 352 28,709

Ohio 241,476 16,383 2,142 222,951 1,189,946 48,894 9,877 1,131,175

Oklahoma 73,630 9,520 812 63,298 327,859 21,925 3,687 302,247

Oregon 56,218 7,580 633 48,005 262,681 23,982 2,896 235,803

Pennsylvania 301,981 34,156 2,374 265,451 1,550,661 111,299 11,614 1,427,748

Rhode Island 28,747 4,349 204 24,194 146,253 15,748 915 129,590

South Carolina 105,888 14,860 1,535 89,493 454,062 32,147 6,541 415,374

South Dakota 12,666 1,852 105 10,709 52,252 3,923 470 47,858

Tennessee 161,673 20,160 1,660 139,853 705,106 42,089 7,428 655,588

Texas 435,844 112,708 6,044 317,092 1,797,304 307,738 26,644 1,462,923

Utah 21,003 2,124 261 18,618 97,817 7,466 1,252 89,099

Vermont 12,711 1,416 109 11,186 55,462 3,034 497 51,932

Virginia 132,176 22,984 1,396 107,796 574,659 67,052 6,062 501,545

Washington 105,520 14,074 937 90,509 539,761 58,512 4,567 476,682

West Virginia 74,022 4,952 593 68,477 348,553 10,370 2,685 335,497

Wisconsin 87,128 9,089 965 77,074 386,334 23,509 4,274 358,551

Wyoming 5,663 525 53 5,085 24,680 968 226 23,486

Outlying area

Northern Mariana Islands 654 146 14 494 3,358 638 64 2,657
7.B SSI: State Data

7.8 ♦ Annual Statistical Supplement, 2003

SOURCE: Data reported to the Social Security Administration by individual states.

NOTES: All data are subject to revision.

. . . = not applicable.

CONTACT: Alfreda Brooks (410) 965-9849.

Table 7.B2—Number of recipients of state-administered supplementation, December 2002, and total payments

for calendar year 2002, by state and eligibility category, 2002

State

Number Total payments (thousands of dollars)

Totala

a. Includes data not distributed by category.

Aged Blind Disabled Total a Aged Blind Disabled

All applicable states 552,567 138,851 4,527 332,044 847,845 282,762 9,955 496,634

Alabama 590 232 8 350 414 162 5 247

Alaska 15,329 4,827 86 10,416 55,648 16,836 333 38,479

Arizona 457 . . . . . . 457 374 . . . . . . 374

Colorado 32,848 24,547 14 8,287 88,309 62,990 42 25,277

Connecticut 18,485 5,557 109 12,819 83,391 29,679 582 53,130

Florida 15,224 6,619 6 8,599 9,707 3,728 6 5,943

Idaho 11184 2,083 26 9,075 7,510 1,161 20 6,329

Illinois 32,986 7,369 146 25,471 29,098 7,875 171 21,052

Indiana 1,140 525 6 609 3,780 1,397 14 2,369

Iowa 4,458 1,097 . . . 3.361 15,779 b bb

Kentucky 4,657 1,845 33 2,779 18,606 7,350 84 11,172

Louisiana 5,044 b

b. Data not available.

b b 476 b bb

Maine 32,557 4,856 95 27.606 7,342 1,680 34 5,628

Maryland 2,973 bbb 7,524 b bb

Michigan 65,337 bbb 32,043 b bb

Minnesota 38,579 7,935 167 30,477 85,888 9,846 226 75,816

Missouric

c. Excludes optional supplementation data.

8,969 3,041 877 5,051 26,288 8,890 3,621 13,777

Nebraska 5,574 1,327 47 4,200 6,307 1,395 19 4,893

New Hampshire 16,784 8,174 339 8,271 11,597 1,828 761 9,008

New Mexico 177 bbb 171 b bb

North Carolina 24,025 12,958 107 10,960 139,951 70,975 742 68,234

North Dakota c 355 151 1 203 1,932 831 15 1,086

Oklahoma 72,771 20,527 489 51,755 37,436 9,262 265 27,909

Oregon 16,972 4,710 706 11,556 20,276 17,811 385 2,080

South Carolina 3,276 1,666 13 1,597 11,779 5,695 58 6,026

South Dakota 3,641 bbb 2,501 b bb

Texas 5,160 2,561 14 3,376 1,959 987 34 938

Virginia 6,252 2,862 14 3376 19,072 8,107 45 10,920

Washington 20 5 b 14 228 22 b 205

Wisconsin 104,001 13,315 1,118 10,108 121,786 14,210 2,485 105,091

Wyoming 2,769 62 32 2675 673 15 7 651
7.B SSI: State Data

Annual Statistical Supplement, 2003 ♦ 7.9

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Art Kahn (410) 965-0186.

Table 7.B3—Number of recipients of federally administered payments and average monthly payment,

by state or other area, December 2002

State or area

Total Federal SSI State supplementation Number with—

Number

Average

monthly

payment

(dollars) Number

Average

monthly

payment

(dollars) Number

Average

monthly

payment

(dollars)

Federal

SSI only

Federal SSI

and state

supplementation a

a. Includes data not distributed by state.

State

supplementation

only a

All areas 6,787,857 407.42 6,505,227 376.76 2,461,652 127.53 4,326,205 2,179,022 282,630

Alabama 163,740 354.57 163,740 354.56 . . . . . . 163,730 . . . . . .

Alaska 9,658 372.52 9,658 372.49 . . . . . . 9,656 . . . . . .

Arizona 88,054 385.48 88,054 385.41 . . . . . . 88,008 . . . . . .

Arkansas 85,107 335.52 85,107 335.50 13 90.20 85,094 13 b

California 1,135,834 529.10 946,408 392.19 1,134,846 202.01 988 945,420 189,426

Colorado 53,689 365.51 53,689 365.47 . . . . . . 53,668 . . . . . .

Connecticut 50,368 386.89 50,368 386.87 . . . . . . 50,352 . . . . . .

Delaware 12,565 371.53 12,416 368.75 718 125.08 11,847 569 149

District of Columbia 20,221 406.87 20,084 395.65 1,718 162.97 18,503 1,581 137

Florida 396,976 376.81 396,976 376.80 122 58.49 396,854 122 b

Georgia 198,599 349.78 198,598 349.77 49 82.19 198,550 48 b

b. Not shown for 3 or fewer recipients.

Hawaii 21,566 421.71 20,768 389.60 20,076 50.28 1,490 19,278 798

Idaho 19,394 361.98 19,394 361.95 . . . . . . 19,383 . . . . . .

Illinois 252,200 411.21 252,200 411.20 . . . . . . 252,184 . . . . . .

Indiana 90,893 378.02 90,893 378.01 . . . . . . 90,882 . . . . . .

Iowa 41,596 347.52 41,311 344.08 1,660 146.28 39,936 1,375 285

Kansas 37,063 363.69 37,062 363.69 16 36.62 37,047 15 b

Kentucky 176,768 373.37 176,768 373.37 . . . . . . 176,760 . . . . . .

Louisiana 166,884 369.97 166,882 369.97 33 51.57 166,851 31 b

Maine 30,935 342.19 30,935 342.19 . . . . . . 30,924 . . . . . .

Maryland 89,705 389.13 89,704 389.12 39 43.21 89,666 38 b

Massachusetts 167,027 420.70 148,933 380.56 166,744 81.58 283 148,650 18,094

Michigan 213,568 407.98 209,585 405.60 17,795 119.93 195,773 13,812 3,983

Minnesota 67,011 377.94 67,011 377.92 . . . . . . 66,997 . . . . . .

Mississippi 127,123 348.30 127,121 348.30 24 63.89 127,099 22 b

Missouri 114,127 367.24 114,126 367.24 . . . . . . 114,113 . . . . . .

Montana 14,220 359.20 14,120 356.81 885 78.25 13,335 785 100

Nebraska 21,659 349.13 21,659 349.11 . . . . . . 21,655 . . . . . .

Nevada 29,154 377.29 28,328 372.98 8,166 52.38 20,988 7,340 826

New Hampshire 12,316 360.29 12,316 360.24 . . . . . . 12,303 . . . . . .

New Jersey 148,115 397.58 140,827 371.98 147,438 44.52 677 140,150 7,288

New Mexico 48,790 359.33 48,790 359.31 . . . . . . 48,783 . . . . . .

New York 625,234 444.57 580,233 400.51 620,174 73.51 5,060 575,173 45,001

North Carolina 192,595 336.08 192,594 336.08 . . . . . . 192,564 . . . . . .

North Dakota 8,090 321.04 8,090 321.01 . . . . . . 8,089 . . . . . .

Ohio 241,476 401.15 241,475 401.14 40 58.29 241,436 39 b

Oklahoma 73,630 360.98 73,630 360.95 . . . . . . 73,612 . . . . . .

Oregon 56,218 379.50 56,218 379.47 . . . . . . 56,188 . . . . . .

Pennsylvania 301,981 418.68 289,405 397.16 296,947 38.98 5,034 284,371 12,576

Rhode Island 28,747 413.97 26,064 378.27 28,715 70.67 32 26,032 2,683

South Carolina 105,888 348.73 105,888 348.73 . . . . . . 105,873 . . . . . .

South Dakota 12,666 338.04 12,666 338.02 10 29.80 12,656 10 b

Tennessee 161,673 356.22 161,672 356.22 26 73.08 161,647 25 b

Texas 435,844 338.88 435,843 338.87 . . . . . . 435,807 . . . . . .

Utah 21,003 378.92 20,998 378.81 1,623 2.56 19,380 1,618 5

Vermont 12,711 363.86 11,460 337.84 12,674 59.88 37 11,423 1,251

Virginia 132,176 355.15 132,176 355.15 . . . . . . 132,160 . . . . . .

Washington 105,520 404.33 105,504 404.31 730 163.76 104,790 714 16

West Virginia 74,022 383.65 74,022 383.65 . . . . . . 74,015 . . . . . .

Wisconsin 87,128 368.03 87,128 368.03 . . . . . . 87,120 . . . . . .

Wyoming 5,663 353.70 5,663 353.70 . . . . . . 5,660 . . . . . .

Outlying area

Northern Mariana Islands 654 434.16 654 433.83 . . . . . . 653 . . . . . .
7.B SSI: State Data

7.10 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Stella M. Coleman (410) 965-0157 and Alfreda Brooks (410) 965-9849.

Table 7.B7—Total payments, by state or other area and source of payment, 2002 (in thousands of dollars)

State or area Total

Federal

SSI

State supplementation

Federally

administered

State

administered

All areas 34,566,844 29,898,765 3,820,234 847,845

Alabama 730,105 729,691 . . . 414

Alaska 99,520 43,872 . . . 55,648

Arizona 406,848 406,474 . . . 374

Arkansas 354,418 354,412 6 . . .

California 7,230,494 4,460,666 2,769,828 . . .

Colorado 331,543 243,234 . . . 88,309

Connecticut 319,446 236,055 . . . 83,391

Delaware 56,374 55,350 1,024 . . .

District of Columbia 102,083 98,518 3,564 . . .

Florida 1,824,115 1,814,392 15 9,707

Georgia 854,414 854,411 3 . . .

Hawaii 110,657 98,495 12,163 . . .

Idaho 94,024 86,514 . . . 7,510

Illinois 1,275,885 1,246,787 . . . 29,098

Indiana 427,283 423,503 . . . 3,780

Iowa 191,069 172,391 2,899 15,779

Kansas 164,412 164,412 . . . . . .

Kentucky 821,504 802,898 . . . 18,606

Louisiana 761,420 760,944 . . . 476

Maine 138,104 130,762 . . . 7,342

Maryland 442,285 434,752 9 7,524

Massachusetts 849,101 683,294 165,807 . . .

Michigan 1,097,109 1,039,390 25,676 32,043

Minnesota 389,321 303,424 10 85,888

Mississippi 542,847 542,845 2 . . .

Missouri 541,328 515,040 . . . 26,288

Montana 62,959 62,136 823 . . .

Nebraska 99,177 92,870 . . . 6,307

Nevada 132,907 127,780 5,128 . . .

New Hampshire 67,382 55,785 . . . 11,597

New Jersey 721,272 640,486 80,786 . . .

New Mexico 217,053 216,882 . . . 171

New York 3,407,767 2,849,925 557,842 . . .

North Carolina 937,938 797,987 . . . 139,951

North Dakota 33,716 31,784 . . . 1,932

Ohio 1,189,946 1,189,936 10 . . .

Oklahoma 365,295 327,859 . . . 37,436

Oregon 282,957 262,681 . . . 20,276

Pennsylvania 1,550,661 1,406,743 143,917 . . .

Rhode Island 146,253 121,290 24,963 . . .

South Carolina 465,841 454,062 . . . 11,779

South Dakota 54,753 52,246 5 2,501

Tennessee 705,106 705,106 0.286 . . .

Texas 1,799,263 1,797,304 . . . 1,959

Utah 97,817 97,756 60 . . .

Vermont 55,462 46,161 9,301 . . .

Virginia 593,731 574,659 . . . 19,072

Washington 539,989 523,340 16,421 228

West Virginia 348,553 348,553 . . . . . .

Wisconsin 508,120 386,334 . . . 121,786

Wyoming 25,353 24,680 . . . 673

Outlying area

Northern Mariana Islands 3,358 3,358 . . . . . .
7.B SSI: State Data

Annual Statistical Supplement, 2003 ♦ 7.11

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.B8—Number of blind and disabled recipients of federally administered payments under age 18,

by state or other area, December 2002

State or area Total Blind Disabled

All areas 914,821 6,762 908,059

Alabama 26,695 54 26,641

Alaska 1,015 9 1,006

Arizona 14,344 107 14,237

Arkansas 14,273 92 14,181

California 89,118 1,726 87,392

Colorado 6,578 35 6,543

Connecticut 6,058 56 6,002

Delaware 2,828 10 2,818

District of Columbia 3,650 14 3,636

Florida 72,031 225 71,806

Georgia 29,542 226 29,316

Hawaii 1,358 22 1,336

Idaho 3,302 39 3,263

Illinois 40,913 181 40,732

Indiana 17,792 111 17,681

Iowa 6,015 85 5,930

Kansas 6,406 39 6,367

Kentucky 24,022 68 23,954

Louisiana 28,471 116 28,355

Maine 3,088 20 3,068

Maryland 13,759 44 13,715

Massachusetts 16,215 469 15,746

Michigan 34,435 123 34,312

Minnesota 9,050 64 8,986

Mississippi 20,282 50 20,232

Missouri 17,612 70 17,542

Montana 1,832 11 1,821

Nebraska 3,416 25 3,391

Nevada 4,781 112 4,669

New Hampshire 1,708 18 1,690

New Jersey 20,349 70 20,279

New Mexico 5,860 39 5,821

New York 67,760 179 67,581

North Carolina 31,431 169 31,262

North Dakota 943 8 935

Ohio 40,752 229 40,523

Oklahoma 10,842 99 10,743

Oregon 7,271 84 7,187

Pennsylvania 47,272 172 47,100

Rhode Island 3,539 11 3,528

South Carolina 17,341 167 17,174

South Dakota 1,933 6 1,927

Tennessee 21,514 160 21,354

Texas 56,450 784 55,666

Utah 3,660 35 3,625

Vermont 1,358 11 1,347

Virginia 19,587 104 19,483

Washington 12,446 82 12,364

West Virginia 7,937 57 7,880

Wisconsin 15,001 68 14,933

Wyoming 836 3 833

Outlying area

Northern Mariana Islands 147 4 143
7.B SSI: State Data

7.12 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 10 percent sample.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.B9—Number of federally administered awards, by state or other area, eligibility category, and age, 2002

State or area Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

 All areas 818,050 112,950 5,750 699,350 169,130 533,470 115,450

Alabama 21,680 1,720 70 19,890 4,570 15,360 1,750

Alaska 1,730 200 0 1,530 390 1,140 200

Arizona 13,050 1,230 90 11,730 2,530 9,240 1,280

Arkansas 12,200 940 120 11,140 2,870 8,370 960

California 112,570 32,100 1,120 79,350 16,360 63,550 32,660

Colorado 6,700 850 40 5,810 1,490 4,360 850

Connecticut 5,950 690 50 5,210 1,150 4,110 690

Delaware 2,230 220 10 2,000 640 1,360 230

District of Columbia 2,930 290 0 2,640 750 1,890 290

Florida 55,560 11,270 340 43,950 13,940 30,060 11,560

Georgia 23,940 2,340 110 21,490 4,900 16,620 2,420

Hawaii 3,140 680 10 2,450 320 2,130 690

Idaho 3,140 210 0 2,930 700 2,220 220

Illinois 30,430 2,700 300 27,430 8,190 19,490 2,750

Indiana 13,220 630 110 12,480 3,180 9,410 630

Iowa 5,970 480 60 5,430 1,330 4,150 490

Kansas 5,650 380 30 5,240 1,430 3,840 380

Kentucky 17,590 1,190 50 16,350 3,720 12,650 1,220

Louisiana 20,180 1,580 180 18,420 5,220 13,380 1,580

Maine 3,780 230 30 3,520 540 3,010 230

Maryland 11,260 1,440 70 9,750 2,360 7,430 1,470

Massachusetts 17,980 2,390 190 15,400 3,040 12,510 2,430

Michigan 25,830 1,560 70 24,200 6,420 17,800 1,610

Minnesota 8,660 800 70 7,790 1,930 5,930 800

Mississippi 13,960 1,090 60 12,810 3,450 9,390 1,120

Missouri 15,690 810 70 14,810 3,250 11,610 830

Montana 2,060 130 0 1,930 350 1,580 130

Nebraska 3,570 280 10 3,280 780 2,510 280

Nevada 5,790 850 60 4,880 820 4,120 850

New Hampshire 2,380 120 20 2,240 310 1,950 120

New Jersey 17,910 3,200 90 14,620 3,540 11,120 3,250

New Mexico 6,590 880 10 5,700 1,070 4,580 940

New York 58,860 11,700 180 46,980 10,450 36,140 12,270

North Carolina 25,290 2,070 190 23,030 5,530 17,640 2,120

North Dakota 1,060 150 10 900 140 770 150

Ohio 24,270 1,430 130 22,710 5,730 17,070 1,470

Oklahoma 10,030 980 50 9,000 2,230 6,810 990

Oregon 8,610 1,170 70 7,370 1,320 6,110 1,180

Pennsylvania 39,000 3,730 220 35,050 9,790 25,420 3,790

Rhode Island 3,010 350 10 2,650 560 2,090 360

South Carolina 11,960 950 100 10,910 2,830 8,160 970

South Dakota 1,480 240 30 1,210 320 920 240

Tennessee 18,750 1,640 150 16,960 3,630 13,460 1,660

Texas 67,820 10,140 830 56,850 13,710 43,810 10,300

Utah 3,170 310 30 2,830 670 2,150 350

Vermont 1,500 140 0 1,360 280 1,080 140

Virginia 15,400 1,610 160 13,630 3,350 10,420 1,630

Washington 14,430 1,350 60 13,020 2,630 10,410 1,390

West Virginia 8,210 540 30 7,640 1,420 6,240 550

Wisconsin 11,170 900 60 10,210 2,850 7,410 910

Wyoming 660 70 0 590 140 450 70

Outlying area

Northern Mariana Islands 50 0 0 50 10 40 0
7.C SSI: Benefit Distributions

Annual Statistical Supplement, 2003 ♦ 7.13

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.C1—Number and percentage distribution of adult individuals and persons under age 18 receiving federal 

SSI payments, by monthly payment and eligibility category, December 2002

Monthly payment (dollars) All recipients

Adults Blind and disabled,

Aged Blind Disabled under age 18

Total

Number 5,987,811 918,733 61,215 4,095,672 912,191

Percent 100.0 100.0 100.0 100.0 100.0

Less than 50.00 8.8 14.7 9.0 8.9 2.4

50.00–99.99 6.4 11.1 6.1 6.6 1.2

100.00–149.99 5.3 10.0 5.0 5.1 1.4

150.00–199.99 4.4 8.2 4.3 4.1 1.7

200.00–249.99 4.1 6.1 4.8 4.1 1.9

250.00–299.99 3.3 5.0 3.2 3.1 2.4

300.00–349.99 2.8 3.4 2.8 2.7 2.7

350.00–399.99 7.0 10.4 8.4 6.2 7.1

400.00–449.99 2.1 1.6 1.9 1.7 4.8

450.00–499.99 2.1 1.1 1.5 1.5 6.1

500.00–544.99 1.7 0.7 1.4 1.3 4.8

545.00 a

a. Individuals living in their own household with no countable income were eligible for a federal SSI payment of $545 in calendar year 2002.

51.8 27.6 51.6 54.8 63.4

Table 7.C2—Number and percentage distribution of couples receiving federal SSI payments, by monthly payment 

and eligibility category, December 2002

Monthly payment (dollars) All recipients Aged Blind Disabled

Total

Number 258,957 120,756 2,682 135,519

Percent 100.0 100.0 100.0 100.0

Less than 50.00 4.1 4.5 3.2 3.8

50.00–99.99 4.7 4.8 3.5 4.6

100.00–149.99 4.7 4.7 4.0 4.8

150.00–199.99 4.7 4.6 3.8 4.9

200.00–249.99 4.4 4.1 4.4 4.7

250.00–299.99 4.1 3.3 3.7 4.7

300.00–349.99 3.9 2.9 3.8 4.8

350.00–399.99 3.3 2.5 4.2 4.1

400.00–449.99 2.5 2.3 2.8 2.7

450.00–499.99 2.2 2.0 1.8 2.3

500.00–549.99 6.4 10.0 4.1 3.1

550.00–599.99 1.6 1.4 2.0 1.8

600.00–649.99 1.5 1.2 1.7 1.7

650.00–699.99 1.2 1.1 1.5 1.3

700.00–749.99 1.0 1.2 1.1 0.9

750.00–799.99 1.0 1.3 1.3 0.7

800.00–816.99 0.3 0.3 0.4 0.3

817.00 a

a. Couples living in their own household with no countable income were eligible for a federal SSI payment of $817 in calendar year 2002.

48.3 47.8 52.7 48.7
7.D SSI: Other Income Sources

7.14 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: See section SSI: History of Provisions for discussion of income.

CONTACT: Art Kahn (410) 965-0186.

Table 7.D1—Persons receiving federally administered payments and other income and

their average monthly income, by type of income, eligibility category, and age, December 2002

Type of income

Category Age

Total Aged Blind Disabled Under 18 18–64 65 or oldera

a. Includes approximately 17,900 blind and 725,900 disabled persons aged 65 or older.

Number 6,787,857 1,251,528 77,658 5,458,671 914,821 3,877,752 1,995,284

Number

With unearned income

Social Security benefits 2,406,327 723,022 26,600 1,656,705 64,644 1,189,238 1,152,445

Other 793,012 234,491 8,728 549,793 166,884 316,436 309,692

With earned income 278,007 18,452 5,148 254,407 3,468 245,984 28,555

Percentage

With unearned income

Social Security benefits 35.5 57.8 34.3 30.3 7.1 30.7 57.8

Other 11.7 18.7 11.2 10.1 18.2 8.2 15.5

With earned income 4.1 1.5 6.6 4.7 0.4 6.3 1.4

Average income (dollars)

With unearned income

Social Security benefits 413.96 412.46 430.55 414.35 188.05 430.83 409.22

Other 129.18 100.71 113.56 141.57 191.63 124.29 100.53

With earned income 316.79 309.92 567.53 312.21 337.61 324.03 251.90
7.D SSI: Other Income Sources

Annual Statistical Supplement, 2003 ♦ 7.15

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.D2—Percentage of persons receiving both federally administered payments and Social Security benefits, 

average monthly amount of benefits, by state or other area, eligibility category, and age, December 2002

State or area

Percentage with Social Security benefits Average monthly Social Security benefit (dollars)

Total

Category Age

Total

Category Age

Aged Blind Disabled

Under

18 18–64

65 or

older Aged Blind Disabled Under 18 18–64

65 or

older

All areas 35.5 57.8 34.3 30.3 7.1 30.7 57.8 413.96 412.46 430.55 414.35 188.05 430.83 409.22

Alabama 41.8 87.2 42.6 34.4 9.4 34.8 79.8 398.02 404.52 386.31 395.46 185.04 414.71 397.27

Alaska 30.8 46.4 35.1 27.7 7.7 28.2 47.8 381.41 350.48 381.19 391.59 192.68 406.82 354.14

Arizona 33.0 60.1 29.0 28.1 7.1 28.7 59.2 380.76 366.72 374.87 386.21 180.77 410.58 363.00

Arkansas 44.3 89.9 36.3 36.8 9.7 37.1 82.9 400.34 413.50 381.69 395.18 178.70 413.38 404.14

California 37.3 47.0 36.0 33.0 5.2 32.6 48.3 472.32 444.58 511.47 488.63 221.89 505.89 451.74

Colorado 36.3 55.8 29.3 32.6 6.5 33.1 58.2 400.94 400.41 404.33 401.08 184.56 413.33 395.40

Connecticut 30.4 44.1 25.5 28.2 8.1 28.2 47.1 386.53 374.13 375.44 389.79 179.85 405.54 374.55

Delaware 33.8 66.6 37.2 29.8 6.6 33.6 66.2 406.11 410.57 399.11 405.01 222.38 419.49 406.88

District of Columbia 26.5 66.5 24.2 21.4 5.5 19.7 60.7 394.13 389.20 438.30 395.57 223.70 415.93 387.99

Florida 34.1 51.0 32.7 28.6 7.6 31.7 51.3 386.48 381.43 386.71 389.36 189.47 410.32 381.38

Georgia 40.0 76.8 32.8 33.2 6.8 32.6 72.9 405.67 412.06 384.26 403.18 200.66 418.95 403.68

Hawaii 31.5 41.0 30.0 27.4 6.1 26.8 42.2 413.75 380.46 466.03 435.27 168.88 452.75 385.32

Idaho 36.8 78.7 31.0 32.6 7.5 35.0 75.8 402.25 416.25 386.21 398.96 184.48 410.90 408.40

Illinois 23.8 40.8 24.5 21.3 6.0 21.6 42.3 383.51 378.10 381.69 385.03 184.68 399.32 381.92

Indiana 32.4 74.1 31.9 29.2 7.1 32.1 69.4 393.13 404.72 385.81 390.89 178.39 403.16 401.70

Iowa 39.5 74.6 39.9 35.6 7.5 37.8 72.1 405.37 422.77 400.49 401.47 172.85 410.19 415.41

Kansas 36.3 65.8 30.3 33.2 8.1 36.1 63.8 398.12 413.71 361.73 395.18 177.69 406.88 407.26

Kentucky 35.6 83.8 33.3 30.6 9.1 29.3 74.1 386.35 395.99 366.10 383.78 162.94 401.02 385.80

Louisiana 35.4 81.5 36.2 28.3 7.4 27.5 74.0 385.17 395.56 374.44 380.77 198.52 395.94 388.64

Maine 44.6 87.9 39.6 40.0 12.3 39.1 82.2 406.35 424.47 386.07 402.22 142.24 413.34 414.67

Maryland 29.2 45.6 29.1 25.8 6.3 26.1 48.4 396.46 389.13 393.94 399.23 206.33 415.55 388.85

Massachusetts 37.5 57.2 42.1 29.9 9.8 32.9 56.5 451.37 457.27 470.43 446.13 182.83 458.39 458.35

Michigan 30.4 57.5 31.5 27.8 7.2 28.7 58.8 407.84 415.45 409.58 406.34 178.27 419.62 411.95

Minnesota 32.5 51.9 27.0 29.1 6.9 31.2 50.7 391.92 397.58 378.37 390.31 174.80 401.62 392.80

Mississippi 42.9 89.0 41.6 34.7 8.8 34.1 80.2 392.11 400.45 376.77 388.47 180.85 408.41 391.38

Missouri 37.6 76.7 36.4 33.3 8.5 34.5 71.9 393.28 407.48 380.94 389.79 177.83 402.56 398.51

Montana 39.4 81.1 36.6 35.3 6.9 35.7 77.8 407.25 419.53 384.57 404.73 188.58 414.98 407.37

Nebraska 40.2 73.7 34.0 36.3 8.1 39.5 70.0 403.30 419.78 381.63 399.59 184.42 409.68 412.02

Nevada 33.4 58.6 35.7 24.2 5.6 29.6 57.9 432.65 438.44 463.11 426.07 180.23 441.04 438.54

New Hampshire 37.7 67.5 35.7 35.1 11.8 36.4 67.8 403.45 386.70 399.03 406.25 173.59 420.48 397.22

New Jersey 32.1 42.7 32.3 28.9 6.8 30.1 45.5 413.17 398.97 411.81 419.47 208.67 437.11 401.19

New Mexico 39.8 73.2 33.4 32.5 6.7 30.7 68.9 380.09 372.80 365.70 383.94 194.08 401.80 369.58

New York 31.5 44.8 36.2 27.7 6.2 27.1 45.7 437.18 421.78 435.92 444.19 192.98 466.66 420.87

North Carolina 44.0 84.3 35.9 36.5 8.2 37.3 78.1 397.57 406.65 386.06 393.80 188.19 413.45 395.41

North Dakota 45.9 81.0 36.1 39.8 6.0 41.5 75.0 392.88 401.95 371.51 389.86 166.61 397.77 394.55

Ohio 27.5 61.2 28.7 25.0 6.6 25.6 60.0 383.27 394.46 376.42 381.34 175.13 393.09 389.86

Oklahoma 37.2 79.8 31.4 30.9 6.5 30.7 73.6 392.09 404.42 379.17 387.48 188.41 399.53 395.20

Oregon 35.0 56.7 32.7 31.6 5.9 33.3 57.5 404.75 407.36 373.92 404.43 191.08 413.62 402.33

Pennsylvania 31.6 65.6 34.1 27.2 7.1 27.5 61.8 421.50 447.37 412.35 413.57 178.34 429.81 431.06

Rhode Island 39.6 63.9 41.7 35.2 8.8 36.3 62.1 446.80 475.56 436.09 437.53 179.55 452.64 456.61

South Carolina 41.0 86.1 37.3 33.6 7.7 33.4 78.0 393.43 398.36 379.67 391.60 192.67 408.86 391.43

South Dakota 42.1 72.9 35.2 36.8 7.6 39.5 68.8 389.75 417.90 383.86 380.17 160.65 394.51 398.46

Tennessee 40.3 85.2 32.1 34.0 8.3 32.9 76.3 395.31 404.28 377.56 392.27 185.53 408.16 393.62

Texas 41.2 68.8 31.2 31.5 5.4 30.3 68.3 383.63 377.13 365.53 389.00 201.04 407.16 374.60

Utah 30.0 49.1 23.8 27.9 5.8 31.1 49.8 389.14 387.42 369.17 389.72 182.63 401.49 384.50

Vermont 49.3 86.7 56.0 44.5 11.1 44.4 82.0 440.97 457.12 407.83 437.39 156.37 450.51 443.93

Virginia 38.1 62.2 34.4 33.1 7.8 33.8 62.7 395.35 400.59 382.96 393.41 180.89 408.40 395.20

Washington 27.4 34.2 26.8 26.3 6.1 27.2 38.6 401.92 396.20 382.80 403.28 184.31 414.79 393.71

West Virginia 32.3 83.0 31.0 28.6 9.5 26.7 70.0 387.21 405.97 388.54 383.26 169.22 395.89 391.77

Wisconsin 35.6 68.5 29.6 31.8 6.9 34.5 65.8 401.20 410.25 398.63 398.94 179.41 408.90 408.75

Wyoming 38.9 83.8 30.2 34.4 7.5 35.8 80.2 408.56 427.96 383.69 403.91 160.43 415.80 415.97

Outlying area

Northern Mariana 

Islands 29.2 52.7 42.9 21.9 2.7 29.2 49.7 278.44 262.01 297.83 289.08 129.25 301.47 262.01
7.E SSI: Recipient Characteristics

7.16 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.E2—Percentage distribution of federally administered awards, by sex, age, and eligibility category, 2002

Sex and age Total

Adults Blind and

disabled children a

a. Includes students aged 18–21.

Aged Blind Disabled

All persons

Number 818,050 112,950 4,780 526,550 173,770

Percent 100.0 100.0 100.0 100.0 100.0

Percentage distribution by sex

Male 50.6 36.9 53.3 49.1 64.0

Female 49.4 63.1 46.7 50.9 36.0

Percentage distribution by age

Under 5 8.3 . . . . . . . . . 39.1

5–9 5.6 . . . . . . . . . 26.2

10–14 5.0 . . . . . . . . . 23.6

15–17 1.8 . . . . . . . . . 8.3

18–21 5.3 . . . 16.9 7.2 2.8

22–29 5.8 . . . 7.9 9.0 . . .

30–39 11.2 . . . 18.2 17.3 . . .

40–49 17.7 . . . 20.9 27.3 . . .

50–59 19.4 . . . 25.5 29.9 . . .

60–64 5.8 . . . 6.9 9.0 . . .

65–69 7.8 54.8 0.6 0.4 . . .

70–74 2.8 20.4 1.5 b

b. Less than 0.05 percent.

. . .

75–79 1.7 12.0 0.6 b . . .

80 or older 1.8 12.8 0.8 b . . .

Male

Number 413,900 41,650 2,550 258,410 111,290

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 9.9 . . . . . . . . . 36.7

5–9 7.7 . . . . . . . . . 28.6

10–14 6.6 . . . . . . . . . 24.5

15–17 2.1 . . . . . . . . . 7.7

18–21 6.0 . . . 16.5 8.4 2.5

22–29 6.2 . . . 7.8 9.8 . . .

30–39 10.6 . . . 19.6 16.8 . . .

40–49 17.1 . . . 23.5 27.1 . . .

50–59 18.2 . . . 26.3 28.9 . . .

60–64 5.5 . . . 4.3 8.7 . . .

65–69 5.9 57.0 b 0.3 . . .

70–74 2.3 22.6 1.2 b . . .

75–79 1.2 11.3 0.8 b . . .

80 or older 0.9 9.1 b b . . .

Female

Number 404,150 71,300 2,230 268,140 62,480

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 6.7 . . . . . . . . . 43.5

5–9 3.4 . . . . . . . . . 22.1

10–14 3.4 . . . . . . . . . 22.0

15–17 1.4 . . . . . . . . . 9.2

18–21 4.6 . . . 17.5 6.1 3.2

22–29 5.4 . . . 8.1 8.1 . . .

30–39 11.9 . . . 16.6 17.8 . . .

40–49 18.3 . . . 17.9 27.4 . . .

50–59 20.6 . . . 24.7 30.9 . . .

60–64 6.1 . . . 9.9 9.7 . . .

65–69 9.7 53.5 1.3 0.6 . . .

70–74 3.4 19.1 1.8 0.1 . . .

75–79 2.2 12.4 0.4 0.1 . . .

80 or older 2.7 14.9 1.8 b . . .
7.E SSI: Recipient Characteristics

Annual Statistical Supplement, 2003 ♦ 7.17

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Art Kahn (410) 965-0186.

Table 7.E3—Number and percentage distribution of recipients of federally administered payments,

by sex, age, and eligibility category, December 2002

Sex and age All recipients

Adults Blind and disabled,

Aged Blind Disabled under age 18

All persons

Number 6,787,857 1,251,528 70,896 4,550,612 914,821

Percent 100.0 100.0 100.0 100.0 100.0

Percentge distribution by sex

Male 42.0 29.9 43.4 40.9 64.3

Female 58.0 70.1 56.6 59.1 35.7

Percentage distribution by age

Under 5 2.2 . . . . . . . . . 16.1

5–9 3.6 . . . . . . . . . 26.8

10–14 5.0 . . . . . . . . . 36.9

15–17 2.7 . . . . . . . . . 20.2

18–21 3.6 . . . 6.0 5.3 . . .

22–29 6.8 . . . 11.4 9.9 . . .

30–39 10.5 . . . 14.9 15.4 . . .

40–49 14.8 . . . 17.2 21.8 . . .

50–59 14.6 . . . 17.2 21.5 . . .

60–64 6.9 . . . 8.0 10.1 . . .

65–69 7.6 15.3 7.0 7.0 . . .

70–74 7.4 23.8 6.3 4.5 . . .

75–79 6.3 25.3 4.9 2.4 . . .

80 or older 8.0 35.7 7.1 2.1 . . .

Male

Number 2,852,456 374,065 30,749 1,859,278 588,364

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 3.0 . . . . . . . . . 14.6

5–9 5.7 . . . . . . . . . 27.6

10–14 7.8 . . . . . . . . . 38.0

15–17 4.1 . . . . . . . . . 19.8

18–21 4.9 . . . 7.4 7.4 . . .

22–29 8.4 . . . 13.9 12.7 . . .

30–39 11.7 . . . 17.8 17.6 . . .

40–49 15.1 . . . 19.3 22.8 . . .

50–59 13.0 . . . 16.5 19.7 . . .

60–64 5.8 . . . 7.3 8.8 . . .

65–69 6.1 18.4 5.9 5.6 . . .

70–74 5.7 27.5 4.7 3.2 . . .

75–79 4.3 26.1 3.4 1.4 . . .

80 or older 4.3 28.0 3.9 0.8 . . .

Female

Number 3,935,401 877,463 40,147 2,691,334 326,457

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 1.6 . . . . . . . . . 19.0

5–9 2.1 . . . . . . . . . 25.6

10–14 2.9 . . . . . . . . . 34.7

15–17 1.7 . . . . . . . . . 20.7

18–21 2.6 . . . 5.0 3.8 . . .

22–29 5.6 . . . 9.5 8.0 . . .

30–39 9.6 . . . 12.7 13.9 . . .

40–49 14.6 . . . 15.6 21.1 . . .

50–59 15.8 . . . 17.7 22.8 . . .

60–64 7.6 . . . 8.6 11.0 . . .

65–69 8.7 14.0 7.8 8.0 . . .

70–74 8.7 22.2 7.4 5.4 . . .

75–79 7.8 24.9 6.1 3.1 . . .

80 or older 10.8 39.0 9.5 2.9 . . .
7.E SSI: Recipient Characteristics

7.18 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Arthur Kahn (410) 965-0186.

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Arthur Kahn (410) 965-0186.

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Paul S. Davies (410) 966-0299. 

Table 7.E4—Number and percentage distribution of persons with representative payees receiving federally 

administered payments, by eligibility category and age, December 2002

Category and age

Number Percentage distribution

Total

With

representative

payee

Without

representative

payee Total

With

representative

payee

Without

representative

payee

Total 6,787,857 2,345,635 4,442,222 100.0 34.6 65.4

Category

Aged 1,251,528 46,402 1,205,126 100.0 3.7 96.3

Blind 77,658 19,000 58,658 100.0 24.5 75.5

Disabled 5,458,671 2,280,233 3,178,438 100.0 41.8 58.2

Age

Under 18 914,821 913,892 929 100.0 99.9 0.1

18–64 3,877,752 1,278,852 2,598,900 100.0 33.0 67.0

65 or older 1,995,284 152,891 1,842,393 100.0 7.7 92.3

Table 7.E5—Number and percentage distribution of persons receiving federally administered payments, by living 

arrangement, eligibility category, and age, December 2002

Living arrangement a

a. As defined for determination of federal SSI payment standards.

Number

Category Age

Aged Blindb

b. Includes 17,900 persons aged 65 or older.

Disabledc

c. Includes 725,900 persons aged 65 or older.

Under 18 18–64 65 or older

Total

Number 6,787,857 1,251,528 77,658 5,458,671 914,821 3,877,752 1,995,284

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Own household 93.8 90.7 92.0 94.5 95.3 94.3 91.9

Another’s household 4.2 7.5 5.4 3.4 3.3 3.8 5.3

Institutional care covered by Medicaid 2.1 1.8 2.6 2.1 1.4 1.9 2.7

Table 7.E6—Number of noncitizens receiving federally administered payments as a percentage of SSI recipients, 

by eligibility category, December 1982–2002, selected years

Year

All noncitizens Aged Blind and disabled

Number

Percentage of

total SSI Number

Percentage of

total SSI Number

Percentage of

total SSI

1982 127,900 3.3 91,900 5.9 36,000 1.6

1985 210,800 5.1 146,500 9.7 64,300 2.4

1990 435,600 9.0 282,400 19.4 153,200 4.6

1991 519,660 10.2 329,690 22.5 189,970 5.2

1992 601,430 10.8 372,930 25.4 228,500 5.6

1993 683,150 11.4 416,420 28.2 266,730 5.9

1994 738,140 11.7 440,000 30.0 298,140 6.2

1995 785,410 12.1 459,220 31.8 326,190 6.3

1996 724,990 11.0 417,360 29.5 307,630 5.9

1997 650,830 10.0 367,200 27.0 283,630 5.5

1998 669,630 10.2 364,980 27.4 304,650 5.8

1999 684,930 10.4 368,330 28.2 316,600 6.0

2000 692,590 10.5 364,470 28.3 328,120 6.2

2001 695,650 10.4 364,550 28.9 331,100 6.1

2002 703,515 10.4 364,827 29.1 338,688 6.1
7.F SSI: Disability

Annual Statistical Supplement, 2003 ♦ 7.19

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Stella M. Coleman (410) 965-0157. 

Table 7.F1—Number and percentage distribution of blind and disabled persons under age 65 receiving federally 

administered payments and not transferred from prior state programs, by diagnostic group, December 2002

Diagnostic group

Number Percentage distribution

Total

Under age 18,

blind and

disabled

Aged 18–64

Total

Under age 18,

blind and

disabled

Aged 18–64

Blind Disabled Blind Disabled

All recipients 4,792,526 914,821 48,541 3,829,164 100.0 100.0 100.0 100.0

Congenital anomalies 65,999 46,193 266 19,540 1.4 5.0 0.5 0.5

Endocrine, nutritional, and metabolic diseases 164,994 6,454 455 158,085 3.4 0.7 0.9 4.1

Infectious and parasitic diseases 72,499 2,790 103 69,606 1.5 0.3 0.2 1.8

Injuries 105,313 5,017 153 100,143 2.2 0.5 0.3 2.6

Mental disorders

Mental retardation 1,093,759 242,491 962 850,306 22.8 26.5 2.0 22.2

Other 1,629,652 339,520 441 1,289,691 34.0 37.1 0.9 33.7

Neoplasms 52,699 9,383 61 43,255 1.1 1.0 0.1 1.1

Diseases of the—

Blood and blood-forming organs 27,009 12,585 7 14,417 0.6 1.4 0 0.4

Circulatory system 189,017 4,510 848 183,659 3.9 0.5 1.7 4.8

Digestive system 38,518 4,527 22 33,969 0.8 0.5 0 0.9

Genitourinary system 43,994 2,682 170 41,142 0.9 0.3 0.4 1.1

Musculoskeletal system and connective tissue 373,402 7,873 189 365,340 7.8 0.9 0.4 9.5

Nervous system and sense organs 393,439 94,262 39,903 259,274 8.2 10.3 82.2 6.8

Respiratory system 109,609 25,897 43 83,669 2.3 2.8 0.1 2.2

Skin and subcutaneous tissue 6,855 962 18 5,875 0.1 0.1 0 0.2

Other 85,625 78,338 43 7,244 1.8 8.6 0.1 0.2

Unknown 340,143 31,337 4,857 303,949 7.1 3.4 10.0 7.9
7.F SSI: Disability

7.20 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Stella M. Coleman (410) 965-0157. 

Table 7.F2—Percentage distribution of blind and disabled recipients of federally administered payments under 

age 65, by sex, diagnostic group, and age, December 2002

Diagnostic group All ages Under 5 5–12 13–17 18–21 22–29 30–39 40–49 50–59 60–64

All blind and disabled recipients

Number 4,792,526 147,709 445,998 321,114 243,689 460,019 712,888 1,003,144 991,663 466,302

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 1.4 12.9 4.6 2.1 2.7 1.2 0.6 0.2 0.1 0.1

Endocrine, nutritional, and metabolic diseases 3.4 1.1 0.7 0.6 0.6 1.1 2.4 4.1 6.3 6.7

Infectious and parasitic diseases 1.5 0.2 0.4 0.3 0.2 0.6 2.4 2.8 1.7 0.9

Injuries 2.2 0.7 0.5 0.5 1.5 2.5 2.8 2.7 2.5 2.8

Mental disorders

Retardation 22.8 5.9 23.8 39.8 45.8 42.6 32.0 18.4 10.2 6.5

Other 34.0 19.0 42.4 38.1 27.5 30.3 36.0 40.9 31.6 22.2

Neoplasms 1.1 1.5 1.1 0.7 0.8 0.6 0.6 1.1 1.5 1.7

Diseases of the—

Blood and blood-forming organs 0.6 1.4 1.5 1.2 1.1 0.8 0.5 0.3 0.2 0.1

Circulatory system 3.9 1.2 0.4 0.3 0.5 0.8 1.4 3.0 7.9 13.1

Digestive system 0.8 1.7 0.3 0.2 0.2 0.3 0.5 1.1 1.2 1.0

Genitourinary system 0.9 0.4 0.3 0.3 0.6 1.0 1.2 1.2 1.1 0.8

Musculoskeletal system and connective tissue 7.8 0.8 0.8 1.0 1.2 1.8 4.0 7.7 14.8 21.9

Nervous system and sense organs 8.2 10.6 11.0 9.2 13.7 11.9 9.0 6.5 5.7 5.5

Respiratory system 2.3 6.4 2.7 1.4 0.6 0.5 0.8 1.5 3.5 5.1

Skin and subcutaneous tissue 0.1 0.2 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.1

Other 1.8 31.4 5.8 1.9 1.0 0.3 0.1 0.1 0.1 0.1

Unknown 7.1 4.9 3.6 2.5 1.8 3.4 5.6 8.3 11.4 11.3

Male

Number 2,270,243 85,719 296,437 206,215 140,429 240,696 333,468 429,587 370,939 166,753

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 1.5 11.9 3.7 1.7 2.4 1.1 0.5 0.2 0.1 0.1

Endocrine, nutritional, and metabolic diseases 1.7 1.0 0.5 0.5 0.5 0.8 1.5 2.1 3.2 3.6

Infectious and parasitic diseases 1.8 0.2 0.3 0.2 0.2 0.6 3.0 4.0 2.5 1.3

Injuries 2.8 0.7 0.4 0.5 1.8 3.4 4.0 3.9 3.8 4.0

Mental disorders

Retardation 25.1 6.4 22.6 37.2 44.4 42.0 33.9 20.4 11.7 7.4

Other 35.1 22.7 47.9 43.3 30.4 31.5 34.9 39.7 29.1 19.2

Neoplasms 1.0 1.4 0.9 0.6 0.8 0.6 0.5 0.9 1.6 1.8

Diseases of the—

Blood and blood-forming organs 0.6 1.5 1.3 1.1 1.0 0.7 0.4 0.2 0.1 0.1

Circulatory system 3.8 1.1 0.3 0.2 0.5 0.8 1.4 3.2 9.7 16.0

Digestive system 0.8 1.6 0.3 0.2 0.2 0.3 0.5 1.2 1.6 1.3

Genitourinary system 0.9 0.4 0.2 0.3 0.6 1.0 1.2 1.3 1.3 0.9

Musculoskeletal system and connective tissue 5.7 0.8 0.6 0.7 0.9 1.2 3.0 6.6 13.2 20.0

Nervous system and sense organs 8.3 10.2 9.3 7.9 13.0 11.8 9.0 6.4 5.7 5.7

Respiratory system 2.0 7.1 2.6 1.3 0.5 0.3 0.4 1.0 3.2 5.5

Skin and subcutaneous tissue 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1

Other 2.1 28.1 5.4 1.8 1.0 0.4 0.1 0.1 0.1 0.1

Unknown 6.8 4.8 3.4 2.5 1.8 3.4 5.4 8.7 12.9 12.9

Female

Number 2,522,283 61,990 149,561 114,899 103,260 219,323 379,420 573,557 620,724 299,549

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Congenital anomalies 1.3 14.3 6.4 2.8 3.1 1.3 0.6 0.2 0.1 0.1

Endocrine, nutritional, and metabolic diseases 5.0 1.1 0.9 0.9 0.8 1.4 3.1 5.6 8.2 8.4

Infectious and parasitic diseases 1.2 0.2 0.6 0.4 0.3 0.6 1.9 2.0 1.2 0.8

Injuries 1.6 0.7 0.7 0.5 1.1 1.6 1.8 1.8 1.7 2.1

Mental disorders

Retardation 20.8 5.1 26.1 44.3 47.7 43.2 30.2 16.9 9.3 6.0

Other 33.0 13.8 31.5 28.8 23.5 29.0 37.1 41.7 33.1 23.9

Neoplasms 1.2 1.6 1.5 0.9 0.8 0.7 0.7 1.2 1.5 1.6

Diseases of the—

Blood and blood-forming organs 0.5 1.4 1.8 1.5 1.3 0.9 0.5 0.3 0.2 0.1

Circulatory system 4.1 1.4 0.6 0.3 0.6 0.9 1.4 2.9 6.9 11.4

Digestive system 0.8 1.8 0.4 0.3 0.3 0.4 0.6 1.1 1.0 0.8

Genitourinary system 0.9 0.3 0.3 0.4 0.6 1.0 1.2 1.1 1.0 0.7

Musculoskeletal system and connective tissue 9.7 0.9 1.2 1.6 1.7 2.3 4.8 8.6 15.7 23.0

Nervous system and sense organs 8.2 11.1 14.4 11.4 14.7 12.0 9.0 6.5 5.7 5.3

Respiratory system 2.6 5.3 2.9 1.4 0.7 0.7 1.1 2.0 3.7 4.9

Skin and subcutaneous tissue 0.2 0.2 0.1 0.1 0.1 0.2 0.2 0.2 0.2 0.2

Other 1.5 35.9 6.6 2.0 1.0 0.3 0.1 0.1 0.1 0.1

Unknown 7.3 5.0 4.1 2.5 1.8 3.5 5.7 8.0 10.4 10.5
7.F SSI: Disability

Annual Statistical Supplement, 2003 ♦ 7.21

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTES: When the substantial gainful activity (SGA) level is periodically raised, SSI recipients with earnings below the increased SGA level become eligible for regular SSI 

benefits rather than the special cash payments under section 1619(a). This change in status is reflected in the decreases in 1619(a) participants shown in 1990, June 1999, 

June 2001, December 2001, and December 2002.

. . . = not applicable.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.F3—Number of section 1619(a) and section 1619(b) participants, selected months, 1982–2002

Month

Section 1619(a) participants Section 1619(b) participants a

a. Includes blind participants. Of the 82,177 participants in December 2002, 1,386 were blind.

Number

Percentage change

from prior period Number

Percentage change

 from prior period

December

1982 287 . . . 5,515 . . .

1983 392 . . . 5,165 . . .

1984 b

b. Data not available.

bbb

1985 bbbb

1986 bbbb

1987 14,559 . . . 15,632 . . .

1988 19,920 36.8 15,625 0

1989 25,655 28.8 18,254 16.8

1990 13,994 -45.5 23,517 28.8

1991 15,531 11.0 27,264 15.9

1992 17,603 13.3 31,649 16.1

1993 20,028 13.8 35,299 11.5

1994 24,315 21.4 40,683 15.3

1995 28,060 15.4 47,002 15.5

1996 31,085 10.8 51,905 10.4

1997 34,673 11.5 57,089 10.0

1998 37,271 7.5 59,542 4.3

1999 25,528 -31.5 69,265 16.3

2000 27,542 7.9 83,572 20.7

2001 22,100 -19.8 76,455 -8.5

2002 17,271 -21.9 82,177 7.5

2000

March 25,055 -1.9 69,545 0.4

June 25,837 3.1 77,782 11.8

September 26,180 1.3 84,199 8.2

December 27,542 5.2 83,572 -0.7

2001

March 26,775 -2.8 78,657 -5.9

June 25,394 -5.2 77,901 -1.0

September 25,194 -0.8 78,543 0.8

December 22,100 -12.3 76,455 -2.7

2002

March 21,417 -22.2 72,595 -13.1

June 20,922 -2.3 77,349 6.5

September 20,275 -3.1 82,373 6.5

December 17,271 -14.8 82,177 -0.2
7.F SSI: Disability

7.22 ♦ Annual Statistical Supplement, 2003

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.F4—Number of section 1619(a) and section 1619(b) participants, by age, sex, and types and amounts

of earned and unearned income, December 2002

Characteristic

Section 1619(a) participants Section 1619(b) participants

Number

Average earnings

 (dollars) Number

Average earnings

(dollars)

Total 17,271 1,043 82,177 1,094

Age

Under 18 152 966 206 a

a. Data not available.

18–21 1,798 1,017 3,402 1,149

22–29 4,691 1,030 20,139 1,159

30–39 4,746 1,054 24,034 1,086

40–49 3,690 1,052 19,525 1,075

50–59 1,745 1,056 9,656 1,084

60–64 325 1,049 2,738 956

65 or older 124 1,047 2,477 852

Sex

Male 9,403 1,056 42,926 1,103

Female 7,868 1,027 39,251 1,083

Earned income b

b. The sum of the entries may be greater than the total because some participants may receive more than one type of earned or unearned income, or both earned and 

unearned income.

Wages 16,887 1,044 80,180 1,099

Self-employment 462 987 2,618 974

Earnings level (dollars)

Less than 400.00 . . . . . . 10,762 267

400.00–499.00 . . . . . . 6,223 435

500.00–599.00 . . . . . . 7,538 529

600.00–699.00 . . . . . . 7,042 630

700.00–899.00 3,261 848 9,608 775

900.00–1,199.00 11,276 1,019 8,016 1,016

1,200.00 or more 2,734 1,372 32,988 1,827

Unearned income b

None 15,107 1,045 28,166 1,661

Social Security 623 984 50,123 737

Other pensions 29 1,026 558 902

Assistance based on need 3 870 31 1,430

Interest, dividends 1,145 1,048 5,573 987

Other 476 1,011 3,544 1,213
7.F SSI: Disability

Annual Statistical Supplement, 2003 ♦ 7.23

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.F5—Number of section 1619(a) and section 1619(b) participants and their average monthly earnings,

by state or other area, December 2002

State or area

Section 1619(a) participants Section 1619(b) participants

Number

Average earnings

(dollars) Number

Average earnings

(dollars)

All areas 17,271 1,043 82,177 1,094

Alabama 231 1,013 984 1,202

Alaskaa

a. Initial Medicaid determinations are made by the state after identification of potentially eligible persons by the Social Security Administration.

27 1,014 192 1,103

Arizona 186 1,007 979 1,135

Arkansas 147 1,003 872 1,029

California 3,687 1,145 7,593 1,348

Colorado 171 997 987 1,046

Connecticut a 167 983 1,169 959

Delaware 44 1,030 304 1,113

District of Columbia 64 997 265 1,366

Florida 636 997 3,692 1,100

Georgia 345 998 1,750 1,087

Hawaii a 41 1,021 172 1,007

Idaho a 76 995 487 936

Illinois a 669 996 3,173 1,056

Indiana a 229 994 1,670 1,008

Iowa 158 990 1,586 798

Kansas a 120 1,004 1,088 973

Kentucky 233 1,007 1,332 1,180

Louisiana 354 991 1,531 1,014

Maine 92 1,004 729 1,017

Maryland 285 1,000 1,411 1,206

Massachusetts 673 1,066 3,348 1,194

Michigan 618 997 3,826 1,050

Minnesota a 311 1,029 2,303 933

Mississippi 202 1,003 871 1,172

Missouri a 227 1,016 1,884 906

Montana 57 995 415 874

Nebraska a 101 980 660 937

Nevada a 58 1,035 369 1,154

New Hampshire a 42 969 439 995

New Jersey 382 1,027 1,961 1,244

New Mexico 113 1,020 592 1,127

New York 1,639 1,060 6,723 1,305

North Carolina 281 1,004 1,859 1,053

North Dakota a 35 1,007 319 755

Ohio a 790 998 3,743 1,002

Oklahoma a 171 990 712 890

Oregon a 127 1,022 1,007 855

Pennsylvania 888 1,023 4,051 1,072

Rhode Island 79 1,045 416 1,101

South Carolina 181 1,006 1,008 1,008

South Dakota 57 979 529 887

Tennessee 260 1,006 1,480 1,155

Texas 670 1,006 3,795 1,016

Utah a 71 975 503 950

Vermont 72 1,089 391 923

Virginia a 303 980 1,646 1,014

Washington 399 991 1,955 1,110

West Virginia 125 1,016 519 1,177

Wisconsin 344 1,041 2,652 929

Wyoming 31 1,011 224 814

Outlying area

Northern Mariana Islands 2 821 11 1,113

8.A Medicare: Trust Funds

Annual Statistical Supplement, 2003 ♦ 8.1

SOURCE: 2003 Annual Report of the Board of Trustees of the Federal Hospital Insurance Trust Fund, Table ll.B6, and analogous tables from earlier Annual Reports.

NOTES: Totals do not necessarily equal the sums of rounded components.

. . . = not applicable.

CONTACT: John Wandishin (410) 786-6389.

Table 8.A1—Hospital Insurance, 1966–2002 (in millions of dollars)

Year

Receipts Expenditures

Trust

fund

assets

at end

Total of year

Payroll

taxes

Income

from

taxation

of

benefits

Transfers

from

Railroad

Retirement

account

Reimbursements from

general revenues for—

Premiums

from

 voluntary

enrollees

Interest on

investments

and other

income a

a. Other income includes recoveries of amounts reimbursed from the trust fund which are not obligations of the trust fund, receipts from the fraud and abuse control program, 

and a small amount of miscellaneous income.

Total

Benefit

payments b

b. Includes costs of Peer Review Organizations from 1983 to 2001 (beginning with the implementation of the Prospective Payment System on October 1, 1983), and costs of 

Quality Improvement Organizations beginning in 2002.

Administrative expenses

Uninsured

persons

Military

wage

credits Amount c

c. Includes costs of experiments and demonstration projects. Beginning in 1997, includes fraud and abuse control expenses, as provided for by P.L. 104-91.

Percentage

of

benefit

payments

1966 1,943 1,858 . . . 16 26 11 . . . 32 999 891 108 12.1 944

1967 3,559 3,152 . . . 44 301 11 . . . 51 3,430 3,353 77 2.3 1,073

1968 5,287 4,116 . . . 54 1,022 22 . . . 74 4,277 4,179 99 2.4 2,083

1969 5,279 4,473 . . . 64 617 11 . . . 113 4,857 4,739 118 2.5 2,505

1970 5,979 4,881 . . . 66 863 11 . . . 158 5,281 5,124 157 3.1 3,202

1971 5,732 4,921 . . . 66 503 48 . . . 193 5,900 5,751 150 2.6 3,034

1972 6,403 5,731 . . . 63 381 48 . . . 180 6,503 6,318 185 2.9 2,935

1973 10,821 9,944 . . . 99 451 48 2 278 7,289 7,057 232 3.3 6,467

1974 12,024 10,844 . . . 132 471 48 5 523 9,372 9,099 272 3.0 9,119

1975 12,980 11,502 . . . 138 621 48 7 664 11,581 11,315 266 2.4 10,517

1976 13,766 12,727 . . . 143 d

d. No transfer was made in 1976 because of the change in transfer dates from December to March. The 1977 transfer was for benefits and administrative expenses during the 

15-month period beginning July 1976 and ending September 1977.

141 9 746 13,679 13,340 339 2.5 10,605

1977 15,856 14,114 . . . e

e. No transfer was made in 1977 because of the change in transfer dates from August to June. The 1978 transfer was for contributions during the 15-month period beginning 

July 1976 and ending September 1977.

d 803 f 143

f. Includes $2 million in reimbursement from general revenues for costs arising from the granting of deemed wage credits to persons of Japanese ancestry who were interned 

during World War II.

12 784 16,019 15,737 283 1.8 10,442

1978 19,213 17,324 . . . e 214 688 141 13 834 18,178 17,682 496 2.8 11,477

1979 22,825 20,768 . . . 191 734 141 16 975 21,073 20,623 450 2.2 13,228

1980 26,097 23,848 . . . 244 697 141 18 1,149 25,577 25,064 512 2.0 13,749

1981 35,725 32,959 . . . 276 659 207 22 1,603 30,726 30,342 384 1.3 18,748

1982 37,998 34,586 . . . 351 808 207 24 2,022 36,144 35,631 513 1.4 g 8,164

g. For 1982, assets exclude $12,437 million loaned to the OASI trust fund under the interfund borrowing provisions of the law. Repayments of $1,824 million and $10,613 

million were made in 1985 and 1986, respectively.

1983 44,570 37,259 . . . 358 878 h 3,456

h. The lump-sum general revenue transfer, as provided for by section 151 of P.L. 98-21.

27 2,593 39,877 39,337 540 1.4 12,858

1984 46,720 42,288 . . . 351 752 250 33 3,046 43,887 43,257 629 1.5 15,691

1985 51,397 47,576 . . . 371 766 i -719

i. Includes the lump-sum general revenue adjustment of -$805 million, as provided for by section 151 of P.L. 98-21.

41 3,362 48,414 47,580 834 1.8 g 20,499

1986 59,267 54,583 . . . 364 566 91 43 3,619 50,422 49,758 664 1.3 g 39,957

1987 64,064 58,648 . . . 368 447 94 38 4,469 50,289 49,496 793 1.6 53,732

1988 69,239 62,449 . . . 364 475 80 41 5,830 53,331 52,517 815 1.6 69,640

1989 76,721 68,369 . . . 379 515 86 55 7,317 60,803 60,011 792 1.3 85,558

1990 80,372 72,013 . . . 367 413 j

 -993

j. Includes the lump-sum general revenue adjustment of -$1,100 million, as provided for by section 151 of P.L. 98-21.

122 8,451 66,997 66,239 758 1.1 98,933

1991 88,839 77,851 . . . 352 605 89 432 9,510 72,570 71,549 1,021 1.4 115,202

1992 93,836 81,745 . . . 374 621 86 522 10,487 85,015 83,895 1,121 1.3 124,022

1993 98,187 84,133 . . . 400 367 81 675 k 12,531

k. Includes $1,805 million transfer from the Supplementary Medical Insurance (SMI) catastrophic coverage reserve fund, as provided for by P.L. 102-394.

94,391 93,487 904 1.0 127,818

1994 109,570 95,280 1,639 413 506 80 907 10,745 104,545 103,282 1,263 1.2 132,844

1995 115,027 98,421 3,913 396 462 61 954 10,820 117,604 116,368 1,236 1.1 130,267

1996 124,603 110,585 4,069 401 419 l

 -2,293

l. Includes the lump-sum general revenue adjustment of -$2,366 million, as provided for by section 151 of P.L. 98-21.

1,199 10,222 129,929 128,632 1,297 1.0 124,942

1997 130,154 114,670 3,558 419 481 70 1,319 9,637 139,452 137,762 1,690 1.2 115,643

1998 140,547 124,317 5,067 419 34 67 1,316 9,327 135,771 m 133,990

m. Includes monies transferred to the SMI trust fund for home health agency costs, as provided for by P.L. 105-33.

1,782 1.3 120,419

1999 151,597 132,306 6,552 430 652 71 1,447 10,139 130,632 m 128,766 1,866 1.4 141,385

2000 167,185 144,351 8,787 465 470 2 1,382 11,729 131,095 m 128,458 2,636 2.1 177,475

2001 174,630 151,994 7,533 470 453 n -1,175

n. Includes the lump-sum general revenue adjustment of -$1,177 million, as provided for by section 151 of P.L. 98-21.

1,370 13,986 143,379 m 141,183 2,195 1.6 208,726

2002 178,631 152,708 8,316 425 442 0 1,626 15,114 152,526 m 149,944 2,582 1.7 234,831
8.A Medicare: Trust Funds

8.2 ♦ Annual Statistical Supplement, 2003

SOURCES: 2003 Annual Report of the Board of Trustees of the Federal Supplementary Medical Insurance Fund, Table ll.C6, analogous tables from earlier Annual Reports, 

and unpublished Treasury reports.

NOTES: Totals do not necessarily equal the sums of rounded components.

. . . = not applicable; SMI = Supplementary Medical Insurance.

CONTACT: Sol Mussey (410) 786-6386.

Table 8.A2—Supplementary Medical Insurance, calendar years 1966–2002 (in millions of dollars)

Year

Receipts Expenditures

Trust fund

assets

at end

of year a

a. The financial status of the program depends on both the assets and the liabilities of the program.

Total

Premiums from participants

Government

contributions b

b. General fund matching payments, plus certain interest-adjustment items.

Interest

and other

income c

c. Other income includes recoveries of amounts reimbursed from the trust fund that are not obligations of the trust fund and other miscellaneous income.

Total

Benefit

payments d

d. Includes costs of Peer Review Organizations from 1983 through 2001 and costs of Quality Improvement Organizations beginning in 2002.

Administrative expenses

Subtotal Aged Disabled Amount

Percentage of

benefit

payments

1966 324 322 322 . . . 0 2 203 128 75 58.6 122

1967 1,597 640 640 . . . 933 24 1,307 1,197 110 9.2 412

1968 1,711 832 832 . . . 858 21 1,702 1,518 184 12.1 421

1969 1,839 914 914 . . . 907 18 2,061 1,865 196 10.5 199

1970 2,201 1,096 1,096 . . . 1,093 12 2,212 1,975 237 12.0 188

1971 2,639 1,302 1,302 . . . 1,313 24 2,377 2,117 260 12.3 450

1972 2,808 1,382 1,382 . . . 1,389 37 2,614 2,325 289 12.4 643

1973 3,312 1,550 1,491 59 1,705 57 2,844 2,526 318 12.6 1,111

1974 4,124 1,804 1,664 140 2,225 95 3,728 3,318 410 12.4 1,506

1975 4,673 1,918 1,759 158 2,648 107 4,735 4,273 462 10.8 1,444

1976 5,977 2,060 1,878 183 3,810 107 5,622 5,080 542 10.7 1,799

1977 7,805 2,247 2,030 217 5,386 172 6,505 6,038 467 7.7 3,099

1978 9,056 2,470 2,221 248 6,287 299 7,755 7,252 503 6.9 4,400

1979 9,768 2,719 2,451 267 6,645 404 9,265 8,708 557 6.4 4,902

1980 10,874 3,011 2,707 304 7,455 408 11,245 10,635 610 5.7 4,530

1981 15,374 e 3,722

e. Section 708 of Title VII of the Social Security Act modified the provisions for the delivery of Social Security benefit checks when the regularly designated delivery day falls on 

a Saturday, Sunday, or legal public holiday. Delivery of benefit checks normally due January 1982 occurred on December 31, 1981. Consequently, the SMI premiums 

withheld from the checks ($264 million) and the associated general revenue contributions ($883 million) were added to the SMI trust fund on December 31, 1981. These 

amounts are excluded from the premium income and general revenue income for calendar year 1982.

e 3,356 e 366 e 11,291 361 14,028 13,113 915 7.0 5,877

1982 16,580 e 3,697 e 3,341 e 356 e 12,284 599 16,227 15,455 772 5.0 6,230

1983 19,824 4,236 3,845 391 14,861 727 18,984 18,106 878 4.8 7,070

1984 23,180 5,167 4,721 445 17,054 959 20,552 19,661 891 4.5 9,698

1985 25,106 5,613 5,105 508 18,250 1,243 23,880 22,947 933 4.1 10,924

1986 24,665 5,722 5,218 504 17,802 1,141 27,299 26,239 1,060 4.0 8,291

1987 31,844 f

 7,409

f. Delivery of benefit checks normally due January 1988 occurred on December 31, 1987. Consequently, the SMI premiums withheld from the checks ($692 million) and the 

associated general revenue contributions ($2,178 million) were added to the SMI trust fund on December 31, 1987. These amounts are excluded from the premium income 

and general revenue income for calendar year 1988; see footnote e.

f 6,747 f 661 f 23,560 875 31,740 30,820 920 3.0 8,394

1988 35,825 f 8,761 f 7,983 f 778 f 26,203 861 35,230 33,970 1,260 3.7 8,990

1989 g 44,349

g. Includes the impact of the Medicare Catastrophic Coverage Act of 1988 (P.L. 100-360).

g,h 12,263

h. Catastrophic coverage premiums—$1.5 billion—not distributed between aged and disabled enrollees are included in total.

9,793 993 30,852 g 1,234 g 39,783 38,294 g 1,489 3.9 g 13,556

1990 45,913 11,320 10,311 1,008 33,035 1,558 43,987 42,468 1,519 3.6 15,482

1991 51,224 11,934 10,846 1,088 37,602 1,688 48,877 47,336 1,541 3.3 17,828

1992 57,237 i

 14,077

i. Delivery of benefit checks normally due January 1993 occurred on December 31, 1992. Consequently, the SMI premiums withheld from the checks ($1,089 million) and the 

associated general revenue contributions ($3,175 million) were added to the SMI trust fund on December 31, 1992. These amounts are excluded from the premium income 

and general revenue income for calendar year 1993; see footnote e.

i 12,814 i 1,263 i 41,359 1,801 50,830 49,260 1,570 3.2 24,235

1993 57,679 i

 14,193 i 12,731 i 1,462 i 41,465 2,021 57,784 j 55,784

j. Includes the impact of the transfer to the HI trust fund of the SMI catastrophic coverage reserve fund on March 31, 1993, as specified in P.L. 102-394. Actual benefit 

payments for 1993 were $53,979 million and the amount transferred was $1,805 million.

2,000 3.7 24,131

1994 55,607 17,386 15,569 1,817 36,203 2,018 60,317 58,618 1,699 2.9 19,422

1995 60,306 19,717 17,651 2,066 39,007 1,582 66,599 64,972 1,627 2.5 13,130

1996 85,609 18,763 16,654 2,109 65,035 1,811 70,408 68,598 1,810 2.6 28,332

1997 81,924 19,289 17,079 2,210 60,171 2,464 74,124 72,757 1,368 1.9 36,131

1998 87,711 k 20,933 k 18,594 k 2,338 k 64,068 2,711 77,630 l 76,125 1,505 2.0 46,212

1999 80,902 k 18,967 k 16,604 k 2,362 k 59,095

k. Delivery of benefit checks normally due January 1999 occurred on December 31, 1998. Consequently, the SMI premiums withheld from the checks ($1,512 million) and the 

associated general revenue contributions ($4,711 million) were added to the SMI trust fund on December 31, 1998. These amounts are excluded from the premium income 

and general revenue income for calendar year 1999; see footnote e.

2,841 82,327 l80,724

l. Benefit payments less monies transferred from the HI trust fund for home health agency costs, as provided for by P.L. 105-33.

1,603 2.0 44,787

2000 89,903 20,555 17,892 2,664 k 65,898 3,450 90,663 l 88,893 1,770 2.0 44,027

2001 98,629 22,764 19,905 2,859 72,793 3,071 101,386 l 99,663 1,723 1.7 41,270

2002 106,196 25,066 21,610 3,456 78,338 2,792 113,165 l 110,969 2,196 2.0 34,301
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.3

Table 8.B1—Hospital Insurance and/or Supplementary Medical Insurance: Aged persons enrolled, served,

and amount reimbursed, by type of coverage and service, selected years 1967–1998

Type of coverage and service 1967 1975 1980 1990 1996 1997 1998

Average annual rate

change (percent),

1967–1998

Persons enrolled (thousands)

Hospital Insurance and/or Supplementary Medical Insurance 19,521 22,790 25,515 30,948 33,424 33,630 33,802 1.9

Hospital Insurance 19,494 22,472 25,104 30,464 33,022 33,237 33,410 1.9

Supplementary Medical Insurance 17,893 21,945 24,680 29,685 31,984 32,164 32,308 2.1

Persons served (thousands)

Hospital Insurance and/or Supplementary Medical Insurance 7,154 12,032 16,271 24,809 27,263 26,587 25,931 4.5

Hospital Insurance 3,960 4,963 6,024 6,367 7,139 7,360 6,840 1.9

Inpatient hospital 3,601 4,913 5,951 5,906 6,091 6,220 6,074 1.8

Skilled nursing services 354 260 248 615 1,321 1,442 1,443 5.0

Home health servicesa

a. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that effective January 1998, coverage for the majority of home health services not associated with 

a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. The HI program will 

cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to December 1997, home health agency 

services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund reports.

126 329 675 1,818 3,290 3,483 b 2,641

b. Hospice utilization is combined in the Part A home health services.

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data for persons enrolled as of July 1 are 100 percent and include Health Maintenance Organization (HMO) beneficiaries. Calendar year utilization for persons served 

and amounts reimbursed are inflated to represent 100 percent and exclude HMO services.

CONTACT: Medicarestats@cms.hhs.gov.

11.1

Supplementary Medical Insurance 6,523 11,762 16,099 24,687 27,113 26,237 25,605 4.8

Physicians' and other medical services 6,415 11,396 15,627 24,193 26,432 25,707 25,083 4.8

Outpatient services 1,511 3,768 6,629 14,055 17,875 18,093 18,150 9.0

Home health services a 118 161 302 38 45 47 1,339 8.7

Persons served per 1,000 enrollees

Hospital Insurance and/or Supplementary Medical Insurance 367 528 638 802 816 791 767 2.6

Hospital Insurance 203 221 240 209 216 221 205 0

Inpatient hospital 185 219 237 94 185 187 182 -0.1

Skilled nursing services 18 12 10 21 40 43 43 3.0

Home health services a 7 15 27 60 100 105 b 79 8.7

Supplementary Medical Insurance 365 536 652 832 848 816 793 2.7

Physicians' and other medical services 359 519 633 815 826 799 776 2.7

Outpatient services 77 172 269 474 559 563 562 7.1

Home health services a 7 7 12 1 1 2 41 6.3

Amount reimbursed (millions of dollars)

Hospital Insurance and/or Supplementary Medical Insurance 4,239 12,689 29,134 88,778 145,322 152,772 146,355 13.0

Hospital Insurance 2,967 9,209 20,353 54,244 95,404 101,027 90,511 12.5

Inpatient hospital 2,659 8,840 19,583 48,952 71,191 73,237 71,899 12.0

Skilled nursing services 274 233 331 1,886 9,157 10,831 11,074 13.6

Home health services a 26 136 440 3,406 15,056 16,960 b 7,538 24.5

Supplementary Medical Insurance 1,272 3,481 8,871 34,533 49,918 51,744 55,844 13.9

Physicians' and other medical services 1,224 3,050 7,361 27,379 36,865 38,206 38,685 12.6

Outpatient services 38 374 1,261 7,077 12,838 13,319 12,972 22.2

Home health services a 17 56 159 78 215 219 4,187 20.9

Amount reimbursed per person served (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 592 1,055 1,791 3,578 5,330 5,746 5,644 8.1

Hospital Insurance 749 1,855 3,379 8,520 13,363 13,726 13,233 10.4

Inpatient hospital 738 1,799 3,291 8,289 11,688 11,774 11,837 10.0

Skilled nursing services 774 896 1,336 3,068 6,931 7,511 7,675 8.2

Home health services a 204 413 652 1,874 4,577 4,869 b 2,855 9.5

Supplementary Medical Insurance 195 296 545 1,399 1,841 1,972 2,181 8.7

Physicians' and other medical services 191 268 471 1,132 1,395 1,486 1,542 7.5

Outpatient services 25 99 190 503 718 736 715 12.3

Home health services a 145 347 526 2,033 4,815 4,606 3,126 11.2

Amount reimbursed per enrollee (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 217 557 1,142 2,869 4,348 4,543 4,330 10.9

Hospital Insurance 152 410 811 1,781 2,899 3,040 2,709 10.4

Inpatient hospital 137 394 780 1,607 2,156 2,203 2,152 10.0

Skilled nursing services 14 11 13 62 277 326 331 11.5

Home health services a 1 6 18 112 456 510 b 226 23.5

Supplementary Medical Insurance 71 159 356 1,163 1,561 1,609 1,728 11.6

Physicians' and other medical services 69 139 298 922 1,153 1,188 1,197 10.3

Outpatient services 2 17 51 238 401 414 402 20.1

Home health services a 1 2 6 3 7 7 130 18.3
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.4 ♦ Annual Statistical Supplement, 2003

Table 8.B2—Hospital Insurance and/or Supplementary Medical Insurance: Disabled persons enrolled, served, and 

amount reimbursed, by type of coverage and service, selected years 1974–1998

Type of coverage and service 1974 1975 1980 1990 1996 1997 1998

Average annual rate

change (percent),

1974–1998

Persons enrolled (thousands)

Hospital Insurance and/or Supplementary Medical Insurance 1,928 2,168 3,171 3,255 4,640 4,815 5,023 4.4

Hospital Insurance 1,928 2,168 3,171 3,255 4,640 4,815 5,023 4.4

Supplementary Medical Insurance 1,745 1,959 2,883 2,943 4,155 4,296 4,472 4.4

Persons served (thousands)

Hospital Insurance and/or Supplementary Medical Insurance 792 975 2,287 2,390 3,476 3,547 3,641 7.2

Hospital Insurance 400 475 659 680 964 986 961 4.1

Inpatient hospital 397 472 628 644 868 887 899 3.8

Skilled nursing services 8 8 23 23 63 73 75 10.7

Home health services a

a. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that effective January 1998, coverage for the majority of home health services not associated with 

a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. The HI program will 

cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to December 1997, home health agency 

services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund reports.

15 22 105 122 293 304 b 225

b. Hospice utilization is combined in the Part A home health services.

13.1

Supplementary Medical Insurance 740 924 2,263 2,365 3,442 3,499 3,596 7.5

Physicians' and other medical services 691 865 2,159 2,249 3,315 3,363 3,452 7.6

Outpatient services 296 399 1,415 1,496 2,407 2,510 2,619 10.4

Home health services a 9 13 c

c. Sample population too small to yield valid calculated results.

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data for persons enrolled as of July 1 are 100 percent and include Health Maintenance Organization (HMO) beneficiaries. Calendar year utilization for persons served 

and amounts reimbursed are inflated to represent 100 percent and exclude HMO services.

CONTACT: Medicarestats@cms.hhs.gov.

ccc 131 12.9

Persons served per 1,000 enrollees

Hospital Insurance and/or Supplementary Medical Insurance 411 450 721 734 749 737 725 2.6

Hospital Insurance 208 219 208 209 208 205 191 -0.4

Inpatient hospital 206 218 198 198 187 184 179 -0.6

Skilled nursing services 4 4 7 7 14 15 15 6.2

Home health services a 8 10 33 38 63 63 b 49 8.6

Supplementary Medical Insurance 424 471 785 804 828 814 804 3.0

Physicians' and other medical services 396 442 749 764 798 783 772 3.1

Outpatient services 170 204 491 508 579 584 586 5.8

Home health services a 5 7 cccc 29 8.3

Amount reimbursed (millions of dollars)

Hospital Insurance and/or Supplementary Medical Insurance 1,049 1,509 10,364 11,239 22,647 23,796 23,855 15.3

Hospital Insurance 694 987 6,253 6,694 13,790 14,383 13,624 14.5

Inpatient hospital 681 968 5,936 6,346 11,848 12,177 12,342 14.1

Skilled nursing services 7 9 143 85 464 564 603 22.5

Home health services a 6 10 173 264 1,478 1,641 b 678 28.4

Supplementary Medical Insurance 355 522 4,111 4,545 8,858 9,414 10,231 16.5

Physicians' and other medical services 206 295 2,623 2,831 5,125 5,474 5,749 16.3

Outpatient services 145 221 1,488 1,714 3,733 3,940 3,994 16.3

Home health services a 3 5 cccc 488 c

Amount reimbursed per person served (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 1,324 1,548 4,531 4,703 6,515 6,710 6,552 7.5

Hospital Insurance 1,735 2,077 9,482 9,847 14,306 14,582 14,170 10.0

Inpatient hospital 1,714 2,051 9,455 9,849 13,649 13,731 13,722 9.9

Skilled nursing services 936 1,049 6,107 3,702 7,336 7,785 8,066 10.3

Home health services a 399 478 1,645 2,156 5,052 5,395 b 3,014 9.6

Supplementary Medical Insurance 479 565 1,817 1,922 2,574 2,691 2,845 8.4

Physicians' and other medical services 298 341 1,215 1,259 1,546 1,628 1,666 8.1

Outpatient services 490 554 1,051 1,146 1,551 1,569 1,525 5.3

Home health services a 345 420 230 517 1,235 1,046 3,732 11.4

Amount reimbursed per enrollee (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 544 696 3,268 3,453 4,881 4,942 4,749 10.4

Hospital Insurance 360 455 1,972 2,057 2,972 2,987 2,712 9.6

Inpatient hospital 353 446 1,872 1,950 2,553 2,529 2,457 9.2

Skilled nursing services 4 4 45 26 100 117 120 16.7

Home health services a 3 5 55 81 319 341 b 135 18.9

Supplementary Medical Insurance 208 266 1,426 1,544 2,132 2,191 2,288 11.5

Physicians' and other medical services 118 151 910 962 1,233 1,247 1,285 11.5

Outpatient services 83 113 516 582 898 917 893 11.4

Home health services a 2 3 cccc 109 19.9
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.5

Table 8.B3a—Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees aged 65 or older, 

by census division and state or other area, July 1, 1980–2002, selected years (in thousands)

Census division and state or area 1980 1990 1995 1998 1999 2000 2001 2002

Total

All areas 25,515 30,948 33,142 33,802 33,929 34,253 34,462 34,679

United States a 25,027 30,350 32,492 33,120 33,240 33,549 33,743 33,947

New England 1,506 1,734 1,816 1,827 1,829 1,838 1,837 1,836

Connecticut 362 436 455 456 456 458 457 456

Maine 142 165 174 178 179 180 182 183

Massachusetts 715 795 825 827 826 829 827 824

New Hampshire 103 126 139 143 145 147 148 150

Rhode Island 125 145 149 148 148 148 147 146

Vermont 59 68 72 74 75 76 76 77

Middle Atlantic 4,496 5,084 5,267 5,259 5,264 5,282 5,277 5,276

New Jersey 851 1,006 1,058 1,064 1,065 1,070 1,070 1,071

New York 2,128 2,280 2,328 2,320 2,334 2,347 2,351 2,356

Pennsylvania 1,516 1,798 1,881 1,874 1,865 1,865 1,856 1,849

East North Central 4,462 5,224 5,500 5,527 5,526 5,552 5,560 5,567

Illinois 1,238 1,401 1,446 1,440 1,437 1,440 1,440 1,439

Indiana 579 685 725 732 732 736 738 740

Michigan 916 1,101 1,177 1,191 1,194 1,203 1,207 1,210

Ohio 1,162 1,387 1,471 1,476 1,474 1,480 1,480 1,480

Wisconsin 567 650 683 689 689 693 695 698

West North Central 2,186 2,424 2,510 2,515 2,513 2,519 2,522 2,523

Iowa 387 422 432 429 427 427 426 425

Kansas 304 337 348 348 347 347 346 345

Minnesota 479 544 570 577 579 583 586 590

Missouri 639 706 733 735 734 736 737 737

Nebraska 205 221 228 227 227 227 227 227

North Dakota 81 91 94 93 93 93 93 92

South Dakota 91 102 106 106 106 106 107 107

South Atlantic 4,179 5,536 6,091 6,307 6,330 6,410 6,474 6,542

Delaware 59 80 90 95 96 97 99 100

District of Columbia 71 71 70 67 66 66 65 64

Florida 1,579 2,174 2,396 2,477 2,473 2,493 2,511 2,531

Georgia 499 636 700 730 736 750 760 771

Maryland 381 496 542 559 562 570 576 582

North Carolina 588 786 878 917 925 939 952 965

South Carolina 279 383 428 449 454 463 470 477

Virginia 490 645 714 742 748 761 771 782

West Virginia 233 264 274 272 270 271 270 270

East South Central 1,613 1,887 2,000 2,035 2,041 2,060 2,072 2,084

Alabama 428 508 541 551 553 558 561 564

Kentucky 402 459 482 487 488 491 492 494

Mississippi 280 313 325 328 328 330 331 333

Tennessee 503 607 652 669 672 681 688 693

West South Central 2,363 2,880 3,120 3,211 3,232 3,274 3,299 3,328

Arkansas 303 343 356 357 358 359 359 360

Louisiana 380 460 488 495 495 498 498 500

Oklahoma 361 412 432 435 436 438 439 440

Texas 1,318 1,665 1,845 1,924 1,943 1,979 2,003 2,028

Mountain 1,043 1,490 1,726 1,839 1,863 1,906 1,944 1,983

Arizona 295 456 536 573 577 591 602 614

Colorado 244 324 367 389 395 403 410 416

Idaho 95 121 134 140 142 144 147 150

Montana 85 106 114 117 118 119 120 121

Nevada 65 128 172 195 200 209 218 227

New Mexico 114 160 182 193 196 200 203 207

Utah 108 147 168 176 178 183 186 189

Wyoming 38 47 54 56 57 57 58 59

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.6 ♦ Annual Statistical Supplement, 2003

Census division and state or area 1980 1990 1995 1998 1999 2000 2001 2002

Pacific 3,157 4,082 4,444 4,586 4,630 4,697 4,747 4,798

Alaska 11 22 28 32 33 35 36 38

California 2,346 2,990 3,241 3,348 3,385 3,436 3,474 3,509

Hawaii 74 118 138 146 148 151 153 155

Oregon 300 390 422 428 429 432 435 440

Washington 426 562 614 632 635 643 649 656

Unknown 22 10 18 14 12 11 11 10

Outlying areas 270 344 383 404 404 420 430 439

Puerto Rico 263 337 367 387 393 401 410 418

Virgin Islands 4 6 8 8 9 910 10

Other 3 1 8 9 2 10 10 11

Foreign countries 217 254 268 277 280 284 289 293

a. Represents beneficiaries of 50 states, District of Columbia, and those with unknown residence.

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B3a—Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees aged 65 or older, 

by census division and state or other area, July 1, 1980–2002, selected years (in thousands)—Continued
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.7

Table 8.B3b—Hospital Insurance and/or Supplementary Medical Insurance: Number of disabled enrollees,

by census division and state or other area, July 1, 1980–2002, selected years (in thousands)

Census division and state or area 1980 1990 1995 1998 1999 2000 2001 2002

Total

All areas 2,963 3,255 4,393 5,023 5,212 5,367 5,563 5,810

United States a 2,863 3,148 4,266 4,878 5,062 5,208 5,406 5,647

New England 141 156 228 266 277 285 295 307

Connecticut 31 33 47 54 56 58 59 62

Maine 16 18 27 33 35 36 38 40

Massachusetts 64 72 108 124 128 131 135 139

New Hampshire 9 11 17 21 22 23 24 26

Rhode Island 14 14 19 22 23 24 25 26

Vermont 7 7 10 12 13 13 14 14

Middle Atlantic 493 473 603 685 713 731 755 784

New Jersey 91 86 110 124 130 133 138 142

New York 237 229 302 346 360 368 378 391

Pennsylvania 165 158 190 215 223 230 239 251

East North Central 486 561 715 782 807 823 845 877

Illinois 113 132 172 186 192 195 200 207

Indiana 63 77 99 109 113 117 120 125

Michigan 118 132 170 188 195 200 207 216

Ohio 141 156 196 213 219 221 226 233

Wisconsin 50 64 79 86 88 90 92 96

West North Central 180 211 280 317 328 338 351 370

Iowa 29 34 43 47 49 50 52 54

Kansas 22 26 35 41 42 43 45 47

Minnesota 35 44 60 67 69 72 74 78

Missouri 67 75 100 115 120 124 130 137

Nebraska 14 16 22 24 25 26 27 29

North Dakota 6 7 9 10 10 10 10 11

South Dakota 7 8 11 12 13 13 13 14

South Atlantic 545 607 834 990 1,034 1,075 1,125 1,179

Delaware 7 8 11 13 14 15 15 16

District of Columbia 8 7 8 9 910 10 10

Florida 147 165 232 284 298 311 328 345

Georgia 88 96 134 155 161 166 173 180

Maryland 41 46 60 69 72 75 78 82

North Carolina 91 106 149 178 186 194 203 214

South Carolina 51 59 81 96 101 105 110 115

Virginia 68 77 105 122 128 132 138 144

West Virginia 43 44 55 63 65 67 70 73

East South Central 246 287 397 462 480 495 518 543

Alabama 63 74 101 118 123 127 134 142

Kentucky 62 75 105 123 128 132 137 143

Mississippi 46 53 72 83 86 88 92 96

Tennessee 76 85 119 138 143 148 155 162

West South Central 288 317 452 514 528 539 559 584

Arkansas 45 48 67 76 78 80 83 86

Louisiana 63 71 93 101 103 104 107 112

Oklahoma 41 39 56 65 67 69 72 75

Texas 139 159 236 272 280 286 297 311

Mountain 112 148 228 267 276 284 295 312

Arizona 34 42 66 78 81 84 89 95

Colorado 24 34 54 62 64 65 66 68

Idaho 9 11 16 19 20 21 22 23

Montana 9 12 16 17 18 18 18 19

Nevada 8 13 22 28 29 30 32 35

New Mexico 15 19 28 32 33 34 35 37

Utah 9 13 20 22 23 24 25 26

Wyoming 34788889

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.8 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: . . . = not available.

CONTACT: Medicarestats@cms.hhs.gov.

Census division and state or area 1980 1990 1995 1998 1999 2000 2001 2002

Pacific 367 388 529 593 618 637 662 692

Alaska 23567788

California 284 289 392 435 452 465 481 500

Hawaii 7 9 11 13 15 15 15 17

Oregon 31 34 47 53 55 57 61 64

Washington 43 53 74 86 90 93 97 103

Unknown 42111112

Outlying areas 88 93 112 130 134 139 142 147

Puerto Rico 88 92 110 127 132 136 139 144

Virgin Islands . . .1111111

Other . . . . . . . . . 2 1 2 2 2

Foreign countries 12 14 14 15 14 14 15 15

a. Represents beneficiaries of 50 states, District of Columbia, and those with unknown residence.

Table 8.B3b—Hospital Insurance and/or Supplementary Medical Insurance: Number of disabled enrollees,

by census division and state or other area, July 1, 1980–2002, selected years (in thousands)—Continued
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.9

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B4—Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees aged 65 or older, 

by program, age, sex, and race, July 1, 1980–2002, selected years (in thousands) 

Age, sex, and race 1980 1985 1990 1995 1999 2000 2001 2002

Hospital Insurance and/or Supplementary Medical Insurance

Total 25,515 28,176 30,948 33,142 33,929 34,253 34,463 34,680

Age

65–69 8,459 8,956 9,695 9,517 9,077 9,167 9,201 9,274

70–74 6,756 7,441 7,951 8,756 8,656 8,609 8,564 8,480

75–79 4,809 5,453 6,058 6,563 7,232 7,285 7,285 7,292

80–84 3,081 3,463 3,957 4,470 4,735 4,870 5,022 5,173

85 or older 2,410 2,861 3,286 3,837 4,229 4,322 4,391 4,461

Sex

Men 10,268 11,282 12,416 13,434 13,900 14,112 14,263 14,418

Women 15,247 16,894 18,532 19,708 20,029 20,141 20,199 20,261

Race

White 22,534 24,745 26,855 29,011 29,311 29,757 29,883 29,974

All other races 2,257 2,585 3,114 3,253 4,431 4,403 4,495 4,627

Unknown 724 846 979 878 187 92 85 78

Hospital Insurance

Total 25,104 27,683 30,464 32,742 33,516 33,833 34,044 34,257

Age

65–69 8,302 8,818 9,565 9,411 8,984 9,074 9,111 9,183

70–74 6,592 7,292 7,829 8,652 8,552 8,505 8,462 8,380

75–79 4,731 5,315 5,947 6,483 7,138 7,189 7,189 7,196

80–84 3,072 3,403 3,872 4,409 4,674 4,806 4,956 5,103

85 or older 2,407 2,854 3,252 3,787 4,168 4,259 4,326 4,395

Sex

Men 10,156 11,146 12,280 13,310 13,770 13,979 14,130 14,284

Women 14,948 16,536 18,184 19,431 19,746 19,854 19,914 19,974

Race

White 22,244 24,424 26,591 28,822 29,131 29,570 29,700 29,792

All other races 2,160 2,444 2,931 3,127 4,206 4,176 4,264 4,392

Unknown 699 815 942 792 179 87 80 73

Supplementary Medical Insurance

Total 24,680 27,311 29,686 31,742 32,403 32,590 32,749 32,934

Age

65–69 8,156 8,607 9,008 8,830 8,349 8,330 8,340 8,401

70–74 6,570 7,277 7,740 8,430 8,315 8,256 8,200 8,107

75–79 4,684 5,333 5,942 6,431 7,043 7,088 7,083 7,090

80–84 2,981 3,381 3,879 4,392 4,651 4,782 4,926 5,068

85 or older 2,289 2,712 3,118 3,659 4,042 4,134 4,200 4,268

Sex

Men 9,868 10,852 11,758 12,694 13,079 13,205 13,328 13,466

Women 14,813 16,459 17,927 19,048 19,324 19,384 19,420 19,468

Race

White 21,876 24,060 25,849 27,899 28,115 28,432 28,519 28,592

All other races 2,114 2,441 2,910 3,028 4,126 4,086 4,166 4,285

Unknown 691 810 927 815 162 71 64 58
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.10 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B5—Hospital Insurance and/or Supplementary Medical Insurance: Number of enrollees under age 65 who 

are disabled or have end stage renal disease, by program, age, sex, and race, July 1, 1980–2002, selected years 

Age, sex, and race

1980 1990 2000 2001 2002

All

disabled

End stage

renal

disease

only

All

disabled

End stage

renal

disease

only

All

disabled

End stage

renal

disease

only

All

disabled

End stage

renal

disease

only

All

disabled

End stage

renal

disease

only

Hospital Insurance and/or Supplementary Medical Insurance

Total 2,963,175 28,334 3,255,007 64,692 5,367,151 73,890 5,563,259 75,996 5,809,611 79,353

Age

Under 35 371,204 8,773 483,265 16,603 522,321 13,255 520,612 13,535 532,378 13,661

35–44 369,460 5,188 654,957 14,159 1,129,288 15,084 1,137,221 15,125 1,145,800 15,363

45–54 657,486 6,977 741,200 15,800 1,627,238 22,647 1,727,392 23,511 1,797,665 24,287

55–64 1,565,025 7,396 1,375,585 18,130 2,088,304 22,904 2,178,034 23,825 2,333,768 26,042

Sex

Men 1,870,558 14,547 2,042,944 33,647 3,014,107 40,062 3,089,887 40,989 3,194,079 43,239

Women 1,092,617 13,787 1,212,063 31,045 2,353,044 33,828 2,473,372 35,007 2,615,532 36,114

Race

White 2,422,253 19,232 2,480,767 35,638 3,989,357 35,636 4,131,665 36,574 4,301,138 37,556

All other races 486,677 7,907 712,315 26,477 1,362,457 37,820 1,417,379 39,120 1,494,904 41,566

Unknown 54,245 1,195 61,925 2,577 15,337 434 14,215 302 13,569 231

Hospital Insurance

Total 2,963,156 28,334 3,254,983 64,677 5,366,598 73,890 5,562,860 75,996 5,809,174 79,353

Age

Under 35 371,199 8,773 483,262 16,601 522,123 13,255 520,537 13,535 532,284 13,661

35–44 369,458 5,188 654,953 14,157 1,129,170 15,084 1,137,135 15,125 1,145,693 15,363

45–54 657,483 6,977 741,193 15,794 1,627,107 22,647 1,727,260 23,511 1,797,555 24,287

55–64 1,565,016 7,396 1,375,575 18,125 2,088,198 22,904 2,177,928 23,825 2,333,642 26,042

Sex

Men 1,870,543 14,547 2,042,929 33,639 3,013,803 40,062 3,089,659 40,989 3,193,844 43,239

Women 1,092,613 13,787 1,212,054 31,038 2,352,795 33,828 2,473,201 35,007 2,615,330 36,114

Race

White 2,422,239 19,232 2,480,754 35,631 3,988,957 35,636 4,131,393 36,574 4,300,844 37,556

All other races 486,672 7,907 712,304 26,469 1,362,305 37,820 1,417,253 39,120 1,494,763 41,566

Unknown 54,245 1,195 61,925 2,577 15,336 434 14,214 302 13,567 231

Supplementary Medical Insurance

Total 2,719,226 27,046 2,943,480 58,912 4,769,804 68,800 4,936,567 70,236 5,144,421 73,285

Age

Under 35 339,665 8,294 441,640 14,782 466,869 12,159 465,433 12,378 474,464 12,429

35–44 337,146 4,963 586,537 12,567 998,230 13,783 1,003,828 13,669 1,007,411 13,866

45–54 596,287 6,683 666,257 14,559 1,421,904 20,961 1,507,642 21,582 1,568,114 22,343

55–64 1,446,128 7,106 1,249,046 17,004 1,882,801 21,897 1,959,664 22,607 2,094,432 24,647

Sex

Men 1,694,569 13,887 1,833,959 30,338 2,665,252 37,037 2,728,496 37,549 2,813,277 39,551

Women 1,024,657 13,159 1,109,521 28,574 2,104,552 31,763 2,208,071 32,687 2,331,144 33,734

Race

White 2,218,176 18,458 2,236,781 32,347 3,535,008 33,154 3,655,778 33,766 3,799,460 34,747

All other races 449,753 7,446 650,121 24,240 1,221,836 35,256 1,268,477 36,195 1,333,260 38,324

Unknown 51,297 1,142 56,578 2,325 12,960 390 12,312 275 11,701 214
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.11

Table 8.B8a—Hospital Insurance: Average covered charge per covered day of care in short-stay hospitals, 

by census division and state or other area, selected years 1990–2002 (in dollars)

Census division and state or area a 1990 1995 1997 1998 1999 2000 2001 2002 b

Total

All areas c 1,090 1,908 2,235 2,370 2,533 2,762 3,080 3,574

United States d 1,081 1,920 2,252 2,388 2,554 2,787 3,108 3,608

New England 988 1,763 2,050 2,149 2,284 2,436 2,610 2,862

Connecticut 1,177 2,013 2,336 2,442 2,522 2,608 2,726 3,014

Maine 927 1,645 1,949 2,005 2,140 2,328 2,489 2,763

Massachusetts 942 1,705 1,975 2,091 2,251 2,429 2,598 2,797

New Hampshire 1,022 1,699 2,010 2,061 2,269 2,480 2,696 3,027

Rhode Island 851 1,638 1,923 2,046 2,172 2,316 2,654 2,967

Vermont 923 1,580 1,817 1,849 1,945 1,995 2,145 2,356

Middle Atlantic 943 1,704 2,082 2,272 2,480 2,743 3,169 3,925

New Jersey 725 1,865 2,458 2,726 3,154 3,757 4,767 6,157

New York 836 1,366 1,702 1,843 1,971 2,116 2,328 2,817

Pennsylvania 1,236 2,109 2,402 2,628 2,806 3,003 3,334 3,979

East North Central 1,097 1,866 2,146 2,225 2,377 2,550 2,786 3,135

Illinois 1,202 2,126 2,476 2,614 2,806 3,017 3,282 3,645

Indiana 997 1,713 1,950 2,006 2,108 2,271 2,466 2,731

Michigan 1,193 1,881 2,124 2,178 2,292 2,451 2,626 2,925

Ohio 1,030 1,730 1,985 2,050 2,233 2,360 2,605 2,995

Wisconsin 933 1,690 1,994 2,081 2,201 2,424 2,744 3,154

West North Central 1,052 1,831 2,111 2,235 2,400 2,638 2,924 3,305

Iowa 902 1,573 1,821 1,831 1,953 2,124 2,346 2,663

Kansas 1,093 1,957 2,212 2,203 2,377 2,589 2,851 3,225

Minnesota 1,132 1,938 2,243 2,457 2,651 2,913 3,217 3,666

Missouri 1,108 1,922 2,218 2,381 2,551 2,783 3,074 3,385

Nebraska 1,043 1,850 2,167 2,386 2,600 3,007 3,418 4,031

North Dakota 937 1,509 1,776 1,898 2,024 2,180 2,376 2,663

South Dakota 915 1,518 1,760 1,806 1,919 2,167 2,424 2,870

South Atlantic 1,106 1,876 2,154 2,277 2,430 2,637 2,921 3,337

Delaware 1,191 1,831 1,889 1,926 1,948 1,971 2,147 2,384

District of Columbia 1,374 2,129 2,417 3,061 3,178 3,331 3,544 3,829

Florida 1,360 2,351 2,730 2,902 3,147 3,439 3,832 4,406

Georgia 1,081 1,744 2,020 2,144 2,323 2,527 2,763 3,101

Maryland 813 1,365 1,618 1,527 1,565 1,608 1,708 1,859

North Carolina 932 1,603 1,799 1,896 2,004 2,175 2,404 2,672

South Carolina 1,021 1,818 2,087 2,185 2,362 2,611 2,935 3,368

Virginia 1,022 1,732 2,010 2,115 2,257 2,432 2,674 3,082

West Virginia 1,009 1,472 1,654 1,620 1,681 1,821 1,978 2,193

East South Central 1,019 1,718 1,983 2,077 2,248 2,451 2,668 3,016

Alabama 1,176 2,054 2,402 2,499 2,677 2,914 3,204 3,612

Kentucky 967 1,630 1,901 1,972 2,093 2,269 2,448 2,751

Mississippi 865 1,437 1,655 1,678 1,852 2,017 2,214 2,504

Tennessee 1,012 1,662 1,905 2,062 2,262 2,479 2,675 3,031

West South Central 1,138 1,937 2,234 2,344 2,520 2,767 3,094 3,539

Arkansas 923 1,511 1,744 1,776 1,974 2,194 2,468 2,773

Louisiana 1,180 1,926 2,179 2,275 2,451 2,724 3,019 3,369

Oklahoma 997 1,620 1,892 1,988 2,146 2,335 2,559 2,841

Texas 1,212 2,118 2,450 2,573 2,749 3,008 3,366 3,890

Mountain 1,350 2,321 2,743 2,878 3,016 3,279 3,639 4,090

Arizona 1,442 2,617 3,164 3,382 3,537 3,885 4,237 4,663

Colorado 1,308 2,240 2,504 2,673 3,047 3,392 3,812 4,329

Idaho 1,140 1,951 2,303 2,201 2,328 2,471 2,725 2,997

Montana 1,036 1,742 1,907 1,947 2,046 2,233 2,501 2,756

Nevada 2,031 3,253 3,858 4,017 3,973 4,320 4,773 5,418

New Mexico 1,140 1,913 2,302 2,254 2,410 2,533 2,814 3,149

Utah 1,283 2,069 2,433 2,556 2,721 2,871 3,111 3,375

Wyoming 1,094 1,985 2,269 2,122 2,257 2,373 2,621 2,911

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.12 ♦ Annual Statistical Supplement, 2003

Census division and state or area a 1990 1995 1997 1998 1999 2000 2001 2002 b

Pacific 1,651 2,877 3,339 3,574 3,818 4,228 4,759 5,648

Alaska 1,470 2,385 2,695 2,701 2,817 3,144 3,390 3,757

California 1,794 3,156 3,679 3,931 4,228 4,701 5,324 6,363

Hawaii 1,224 2,319 2,599 2,803 2,941 2,991 3,138 3,440

Oregon 1,275 1,987 2,290 2,358 2,481 2,717 2,980 3,245

Washington 1,162 1,924 2,146 2,237 2,448 2,708 3,008 3,455

Outlying areas 510 739 842 832 894 947 990 1,055

Puerto Rico 505 736 837 831 893 946 988 1,050

Virgin Islands 746 843 1,068 870 922 1,007 1,112 1,372

a. Geographic distribution reflects the beneficiaries’ area of residence.

b. Preliminary data.

c. Excludes claims for persons residing in foreign countries.

d. Includes claims for persons whose place of residence is unknown.

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data from 1990–2002 are based on bills incurred in each year and recorded before June 27, 2003. Includes data for services rendered to both aged and disabled 

persons.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B8a—Hospital Insurance: Average covered charge per covered day of care in short-stay hospitals, 

by census division and state or other area, selected years 1990–2002 (in dollars)—Continued
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.13

Table 8.B8b—Hospital Insurance: Average covered charge per covered day of care in skilled nursing facilities,

by census division and state or other area, selected years 1975–2002 (in dollars)

Census division and state or area a 1975 1980 1990 1995 1999 2000 2001 2002 b

Total

All areas c 43 70 193 402 424 413 463 476

United States d 43 70 193 402 424 413 463 476

New England 50 77 172 347 395 391 440 461

Connecticut 35 51 165 314 364 362 400 429

Maine 52 100 274 308 361 387 416 441

Massachusetts 63 98 181 380 437 425 484 495

New Hampshire 41 86 218 412 386 392 439 472

Rhode Island 43 59 129 265 341 343 379 406

Vermont 38 62 155 266 330 330 362 393

Middle Atlantic 50 73 168 308 378 378 440 468

New Jersey 45 81 164 344 393 392 457 505

New York 61 80 168 240 325 337 378 404

Pennsylvania 40 65 170 373 443 430 505 522

East North Central 40 68 167 358 413 405 457 465

Illinois 37 77 215 421 493 493 526 533

Indiana 35 60 180 399 414 393 449 444

Michigan 45 60 130 270 357 357 398 405

Ohio 41 69 157 375 422 410 465 476

Wisconsin 35 64 149 315 320 319 359 373

West North Central 45 82 194 367 421 414 463 484

Iowa 46 84 269 406 443 440 503 539

Kansas 39 66 255 461 504 492 509 508

Minnesota 46 94 125 245 273 279 314 364

Missouri 47 95 263 465 547 531 572 563

Nebraska 41 71 205 338 413 426 479 504

North Dakota 43 49 118 221 330 343 393 414

South Dakota 33 61 160 270 286 285 352 380

South Atlantic 34 59 168 396 387 368 402 410

Delaware 31 50 132 328 327 317 352 380

District of Columbia 34 64 193 389 443 397 429 483

Florida 34 59 195 488 445 414 425 422

Georgia 34 71 146 346 344 320 359 385

Maryland 37 56 141 347 389 378 404 417

North Carolina 31 52 132 283 315 310 356 368

South Carolina 26 46 159 337 358 342 396 414

Virginia 42 68 168 331 350 347 386 399

West Virginia 36 64 171 364 417 400 465 466

East South Central 37 56 154 358 381 374 431 439

Alabama 33 38 143 353 346 335 381 400

Kentucky 36 58 151 352 381 381 440 431

Mississippi 45 105 160 377 425 409 509 522

Tennessee 41 70 162 358 390 383 425 435

West South Central 45 94 267 539 545 509 564 549

Arkansas 44 84 238 372 456 441 515 570

Louisiana 43 83 374 683 725 646 726 684

Oklahoma 60 145 312 563 537 538 597 588

Texas 43 78 238 542 527 485 532 512

Mountain 38 64 226 486 463 442 467 462

Arizona 41 71 236 549 532 493 496 450

Colorado 42 73 266 538 480 459 493 490

Idaho 27 46 152 381 373 355 410 419

Montana 30 44 123 291 354 351 378 406

Nevada 37 66 232 569 558 577 568 469

New Mexico 57 122 267 488 528 497 530 545

Utah 36 75 266 473 425 409 431 462

Wyoming 36 49 208 379 392 381 401 442

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.14 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data for 1975 and 1980 are based on bills approved in each year and recorded in the Centers for Medicare & Medicaid Services before December 29, 1995. Data from 

1990–2002 are based on bills incurred in each year and recorded before June 27, 2003. Includes data for services rendered to both aged and disabled persons.

CONTACT: Medicarestats@cms.hhs.gov.

Census division and state or area a 1975 1980 1990 1995 1999 2000 2001 2002 b

Pacific 45 81 269 576 550 542 583 614

Alaska 68 115 283 437 760 723 797 759

California 46 87 287 629 603 594 644 683

Hawaii 49 83 217 467 434 454 528 541

Oregon 40 63 207 421 376 372 374 388

Washington 34 62 196 412 379 381 405 420

Outlying areas

Puerto Rico 51 97 202 261 344 383 353 354

Virgin Islands 43 104 171 370 315 420 476 767

a. Geographic distribution reflects the beneficiaries' area of residence.

b. Preliminary data.

c. Excludes claims for persons residing in foreign countries.

d. Includes claims for persons whose place of residence is unknown.

Table 8.B8b—Hospital Insurance: Average covered charge per covered day of care in skilled nursing facilities,

by census division and state or other area, selected years 1975–2002 (in dollars)—Continued
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.15

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Discharge data for fiscal year 2002 are final as of June 2003.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B8.1—Hospital Insurance: Short-stay hospital discharges, by state or other area,

selected fiscal years 1990–2002

State or area 1990 1994 1995 1996 1997 1998 1999 2000 2001 2002

All areas 10,472,587 11,503,279 11,680,874 11,749,394 11,952,088 11,912,079 11,659,885 11,778,705 12,192,174 12,499,749

Alabama 226,359 252,428 255,013 258,908 265,029 266,603 266,541 274,518 282,999 291,991

Alaska 6,491 7,954 8,635 9,593 9,917 10,633 11,031 11,684 11,748 11,794

Arizona 140,069 134,786 139,564 146,446 150,597 150,190 128,363 135,143 144,989 156,302

Arkansas 143,363 152,452 152,516 154,626 157,920 160,379 160,880 164,310 166,445 170,102

California 834,829 879,227 875,926 889,323 901,018 921,068 780,295 740,564 756,629 801,758

Colorado 98,262 104,733 105,216 102,450 103,735 97,479 100,648 101,486 101,258 107,180

Connecticut 114,938 138,988 141,765 141,031 143,071 133,672 125,115 124,951 135,169 148,864

Delaware 26,125 30,322 30,336 30,051 30,632 30,738 33,287 34,049 36,386 36,541

District of Columbia 36,062 39,306 39,526 38,661 38,508 38,661 38,693 39,112 40,138 39,389

Florida 579,368 734,297 742,862 739,066 743,556 758,714 736,958 765,130 823,957 869,777

Georgia 274,957 312,133 316,301 323,093 327,839 320,774 311,998 324,286 334,599 338,687

Hawaii 26,340 31,077 32,526 32,939 34,795 33,331 26,347 26,146 26,343 26,932

Idaho 31,559 35,923 36,327 39,236 41,066 42,451 43,353 44,027 43,272 40,996

Illinois 460,926 531,390 533,238 524,936 538,476 531,184 539,314 556,122 578,327 601,373

Indiana 254,404 278,602 276,601 278,303 287,615 289,743 289,693 297,851 306,202 304,034

Iowa 141,191 146,352 146,448 148,724 151,815 154,152 155,497 159,451 162,466 156,854

Kansas 117,017 121,106 120,593 122,917 125,481 127,045 126,920 128,024 129,973 129,334

Kentucky 199,042 219,042 222,162 224,322 231,081 231,352 237,553 243,886 252,454 257,205

Louisiana 213,819 228,770 234,663 235,574 237,390 232,942 223,794 237,154 243,724 248,183

Maine 54,963 62,904 63,013 64,361 66,278 67,895 68,128 69,030 68,547 66,705

Maryland 179,835 206,778 214,989 211,265 204,988 195,489 199,012 208,038 234,162 244,595

Massachusetts 286,332 314,727 310,455 299,734 293,217 280,333 268,179 263,152 271,657 275,984

Michigan 366,349 416,096 435,455 443,753 457,401 456,972 452,461 452,367 468,675 497,195

Minnesota 170,808 175,255 178,018 181,315 187,164 192,488 194,935 200,918 209,469 210,382

Mississippi 142,662 157,119 162,934 170,698 181,599 185,149 181,575 183,952 185,626 182,535

Missouri 281,059 292,107 298,509 298,805 299,996 297,554 293,724 300,576 315,642 317,278

Montana 40,505 40,361 40,770 40,831 41,542 41,854 42,343 44,208 45,697 42,880

Nebraska 69,299 68,982 70,113 72,975 75,630 77,188 76,841 76,960 74,217 71,921

Nevada 37,478 47,397 49,254 52,175 54,509 55,150 48,369 49,613 51,836 56,622

New Hampshire 39,103 41,737 42,746 43,834 44,758 42,918 42,054 45,712 48,206 46,282

New Jersey 338,509 377,524 385,145 375,353 371,173 364,034 373,224 372,063 374,250 389,938

New Mexico 50,391 47,576 50,334 49,758 53,329 52,913 51,459 51,085 51,396 51,469

New York 723,060 779,941 797,453 796,965 798,611 787,116 777,269 750,793 761,352 771,835

North Carolina 267,370 312,494 336,173 353,297 369,667 385,533 395,004 406,700 413,429 418,725

North Dakota 37,543 37,344 37,014 36,807 38,272 38,332 38,847 39,672 38,764 34,707

Ohio 527,006 557,927 562,234 565,237 562,603 541,958 533,499 536,335 550,989 559,223

Oklahoma 155,100 154,360 156,239 158,966 163,842 166,068 170,592 176,021 179,543 182,998

Oregon 106,164 106,454 105,878 106,901 111,656 111,028 100,569 91,806 98,854 102,568

Pennsylvania 685,403 768,866 766,535 731,542 728,572 692,290 664,002 634,802 649,458 656,105

Rhode Island 46,578 49,186 49,740 50,739 50,498 46,484 39,625 38,489 39,658 40,229

South Carolina 112,232 148,028 156,060 163,200 171,889 184,188 194,344 204,038 213,513 216,412

South Dakota 38,175 41,963 41,714 42,916 44,101 44,350 44,846 45,239 45,202 43,134

Tennessee 290,371 304,007 310,335 318,600 324,380 324,831 318,793 327,423 341,212 344,524

Texas 603,621 650,174 671,734 689,627 721,006 732,255 725,166 742,628 798,667 843,945

Utah 39,963 42,199 43,819 45,418 44,513 45,698 48,898 53,003 55,207 56,244

Vermont 20,251 22,239 22,815 23,001 23,456 22,585 23,133 24,014 24,778 22,658

Virginia 240,165 267,259 271,620 274,285 285,721 286,752 289,195 295,790 305,346 310,602

Washington 157,942 163,092 157,146 160,146 158,264 152,867 148,620 153,660 162,197 166,846

West Virginia 111,305 122,868 124,293 125,954 131,334 131,473 134,483 134,585 135,458 132,356

Wisconsin 217,727 225,486 227,774 226,898 232,721 233,103 233,432 238,572 240,711 243,774

Wyoming 15,255 15,505 16,009 15,912 16,557 17,256 17,429 18,764 18,932 18,044

Outlying areas

Puerto Rico 93,436 104,129 111,950 115,410 120,547 123,752 130,209 137,315 138,713 139,682

Virgin Islands 528 1,156 1,374 1,234 1,402 1,569 1,511 1,552 1,468 1,571

Unknown 978 1,151 1,012 1,283 1,351 1,543 1,835 1,936 2,265 2,485
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.16 ♦ Annual Statistical Supplement, 2003

Table 8.B9—Supplementary Medical Insurance: Number of reimbursed bills, charges, and amount reimbursed, 

by type of beneficiary and type of service, for claims incurred 1994–2002 (in thousands)

Year a All services b

Physicians’ services Outpatient

hospital

services

Independent

laboratory

services

Home

health

services c

All

other

Total Surgical services d Medical d

Persons aged 65 or older

Number of bills

1994 554,498 397,244 42,750 354,494 44,476 52,813 178 59,787

1995 578,104 406,868 44,896 361,972 48,063 53,175 213 69,785

1996 590,301 411,789 46,171 365,618 50,578 52,417 248 75,269

1997 600,228 418,826 46,517 372,309 52,364 49,917 245 78,876

1998 611,356 427,891 46,273 381,618 52,807 42,715 4,632 83,311

1999 e 486,296 429,299 45,496 383,803 51,498 e 5,499 e

2000 ffffffff

2001 ffffffff

2002 ffffffff

Allowed charges g (dollars)

1994 76,875,482 37,701,474 12,860,574 24,840,900 28,538,228 1,848,456 220,822 8,566,502

1995 84,328,704 39,754,448 13,734,400 26,020,048 31,785,119 1,802,713 288,772 10,697,652

1996 88,174,598 39,483,559 13,164,645 26,318,914 34,958,448 1,634,475 319,929 11,778,187

1997 92,894,015 40,447,161 12,953,314 27,493,847 37,668,251 1,490,474 334,869 12,953,260

1998 101,819,407 41,696,171 12,061,669 29,634,502 38,740,973 1,333,194 6,045,120 14,003,949

1999 105,589,310 43,717,804 12,080,067 31,637,737 40,227,089 1,264,394 6,872,349 13,507,674

2000 114,337,594 48,261,747 12,358,986 35,902,761 44,189,797 1,583,229 5,543,211 14,759,610

2001 129,980,430 54,014,704 13,091,543 40,923,161 52,761,260 1,857,662 4,136,025 17,210,779

2002 149,930,352 57,749,310 f f 66,207,087 2,064,971 4,199,501 19,709,483

Amount reimbursed h (dollars)

1994 45,850,387 29,552,074 10,141,120 19,410,954 9,222,121 1,796,306 158,492 5,121,394

1995 49,728,171 31,117,478 10,833,812 20,283,666 10,090,501 1,751,376 206,777 6,562,039

1996 50,800,071 30,914,594 10,381,197 20,533,397 10,732,262 1,583,843 228,437 7,340,935

1997 52,435,319 31,683,366 10,218,613 21,464,753 11,207,888 1,440,441 234,163 7,869,461

1998 56,693,998 32,661,901 9,517,777 23,144,124 10,685,161 1,278,717 4,257,967 7,810,252

1999 58,192,937 34,381,359 9,523,625 24,857,734 10,361,754 1,209,255 4,835,797 7,404,772

2000 62,241,066 37,909,401 9,743,222 28,166,179 10,670,262 1,502,707 4,171,347 7,987,349

2001 70,385,889 42,472,068 10,351,499 32,120,569 12,919,556 1,757,857 4,021,665 9,214,743

2002 76,141,592 45,424,055 f f 14,452,834 1,950,224 4,162,533 10,151,946

Disabled beneficiaries

Number of bills

1994 70,089 46,364 3,859 42,505 10,107 6,753 . . . 6,865

1995 77,224 49,829 4,261 45,568 11,152 7,758 . . . 8,485

1996 82,908 53,010 4,594 48,416 12,068 8,193 1 9,636

1997 86,071 55,260 4,773 50,487 12,415 8,073 . . . 10,323

1998 89,890 58,244 4,991 53,253 12,639 6,776 475 11,756

1999 e 72,288 59,281 5,042 54,239 12,413 e 594 e

2000 ffffffff

2001 ffffffff

2002 ffffffff

Allowed charges g (dollars)

1994 12,561,816 4,659,625 1,231,332 3,428,293 6,543,340 247,559 63 1,111,150

1995 14,392,687 5,005,244 1,392,181 3,612,063 7,691,605 280,673 79 1,414,965

1996 15,902,091 5,168,502 1,401,285 3,767,217 8,682,045 284,031 194 1,767,319

1997 17,061,775 5,399,169 1,409,583 3,989,586 9,394,475 281,459 575 1,986,097

1998 18,737,289 5,822,296 1,401,045 4,421,251 9,549,910 252,465 720,689 2,391,848

1999 20,003,515 6,266,038 1,453,807 5,582,913 10,121,499 245,492 866,332 2,504,154

2000 22,047,473 7,109,711 1,526,798 5,582,913 11,110,741 294,630 727,045 2,805,346

2001 25,468,692 8,015,022 1,631,945 6,383,077 13,252,005 342,157 552,115 3,307,393

2002 31,619,114 8,926,451 f f 17,917,360 388,208 575,152 3,811,943

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.17

Amount reimbursed h (dollars)

1994 7,458,953 3,547,187 959,659 2,587,528 2,887,030 242,791 46 781,899

1995 8,408,282 3,791,215 1,088,310 2,702,905 3,331,655 275,955 52 1,009,405

1996 9,099,676 3,908,937 1,095,977 2,812,960 3,652,723 278,816 142 1,259,058

1997 9,592,425 4,093,502 1,103,074 2,990,428 3,839,608 276,057 454 1,382,804

1998 10,440,004 4,405,354 1,095,140 3,310,214 3,777,451 246,335 496,832 1,514,032

1999 10,973,643 4,756,445 1,135,375 3,621,070 3,839,608 239,162 594,438 1,544,304

2000 11,907,520 5,396,707 1,192,908 4,203,799 4,003,490 286,553 527,188 1,693,582

2001 13,592,627 6,101,360 1,278,008 4,823,352 4,711,742 332,261 484,440 1,962,824

2002 15,152,250 6,805,803 f f 5,255,021 376,979 515,790 2,198,657

a. Period for which the claim was incurred.

b. Included in total, but not shown separately, are some bills and charges for which type of service is unknown.

c. Due to Balanced Budget Act provisions, beginning in 1998 Part A now has a 100-visit limit and additional home health services will be billed under Part B. 

d. Where both medical and surgical charges are included on a single bill, the highest-priced service is the determining factor in classifying the bill.

e. Data not available due to programmatic problems. Total for all services excluded independent laboratory services and all other services.

f. Data are no longer available.

g. Includes physician or supplier allowed charges as determined by the carrier and amounts actually billed by providers for outpatient hospital and home health services.

h. Amount reimbursed to or on behalf of the beneficiary—generally 80 percent of the allowed charges, once the beneficiary has satisfied the deductible in the current year. 

Some radiology and pathology services are reimbursed at a 100 percent rate, regardless of the beneficiary's deductible status. 

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Includes only bills for which reimbursements were made by carriers or intermediaries and recorded in Centers for Medicare & Medicaid Services records before 

March 28, 2003. 

. . . = less than 1,000.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B9—Supplementary Medical Insurance: Number of reimbursed bills, charges, and amount reimbursed, 

by type of beneficiary and type of service, for claims incurred 1994–2002 (in thousands)—Continued

Year a All services b

Physicians’ services Outpatient

hospital

services

Independent

laboratory

services

Home

health

services c

All

other

Total Surgical services d Medical d
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.18 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B10—Supplementary Medical Insurance: Claims

received by carriers and assignment rates, 1969–2002

Year

Total number of claims

(thousands)

Net assignment rate a

(percent)

a. Represents the number of assigned claims as a percentage of claims received.

1969 37,542 61.5

1970 42,148 60.8

1971 46,572 58.5

1972 51,041 54.9

1973 57,007 52.7

1974 68,307 51.9

1975 79,980 51.8

1976 91,624 50.5

1977 105,339 50.5

1978 117,886 50.6

1979 132,098 51.3

1980 150,048 51.5

1981 167,154 52.3

1982 182,440 53.0

1983 204,122 53.9

1984 238,362 59.0

1985 279,559 68.5

1986 306,714 68.0

1987 346,551 73.1

1988 386,763 77.3

1989 421,305 79.7

1990 474,226 81.1

1991 517,123 83.1

1992 554,619 86.2

1993 583,863 90.1

1994 622,514 92.8

1995 647,855 94.7

1996 678,030 95.9

1997 688,891 96.7

1998 697,523 97.3

1999 703,227 97.6

2000 720,493 97.9

2001 766,758 98.1

2002 821,992 98.4
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2003 ♦ 8.19

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B11—Supplementary Medical Insurance: Reasonable charge determination for claims assigned

and unassigned for aged and disabled persons, 1971–2002

Year

Claims approved Charges before reduction

Number (thousands) Percentage reduced Amount (millions of dollars) Percentage reduced

Assigned claims

1971 25,919 44.5 1,571 11.1

1972 26,798 47.5 1,630 10.9

1973 28,376 55.6 1,751 11.9

1974 33,295 64.5 2,194 14.3

1975 39,218 70.8 2,716 17.8

1976 44,065 74.3 3,261 19.9

1977 50,260 72.8 3,936 19.4

1978 56,493 73.6 4,678 19.9

1979 64,051 77.0 5,746 21.2

1980 73,068 80.8 7,303 22.7

1981 a

a. Excludes Texas Blue-Shield plan for July–December 1981.

80,127 82.8 8,868 24.0

1982 91,615 83.3 11,315 24.3

1983 103,139 81.0 13,657 23.6

1984 128,559 80.8 16,571 25.4

1985 176,956 81.7 22,008 27.4

1986 191,139 82.8 24,662 28.4

1987 234,488 83.4 31,179 28.0

1988 271,225 85.6 37,275 29.8

1989 304,649 86.9 44,567 31.0

1990 341,220 87.5 51,012 32.9

1991 384,168 87.4 60,057 36.2

1992 412,924 86.2 67,667 39.7

1993 460,761 88.8 76,186 42.8

1994 508,981 87.7 85,170 42.5

1995 539,630 86.4 93,300 42.3

1996 550,587 87.1 97,744 44.9

1997 566,591 87.4 103,389 45.9

1998 575,799 87.9 106,947 46.9

1999 590,463 88.9 114,981 47.8

2000 615,862 87.9 126,391 47.7

2001 665,196 87.5 145,641 48.0

2002 722,826 87.7 152,373 56.3

Unassigned claims

1971 17,955 57.6 1,348 12.5

1972 21,286 59.3 1,608 12.0

1973 24,691 66.4 1,886 12.6

1974 30,492 72.7 2,401 14.7

1975 36,182 77.4 2,973 17.7

1976 42,100 78.9 3,591 19.8

1977 48,619 77.1 4,233 19.0

1978 53,700 77.5 4,749 19.2

1979 59,961 80.9 5,596 20.7

1980 68,113 84.3 6,836 22.5

1981 a 72,765 85.8 7,870 23.8

1982 80,253 85.4 9,545 23.9

1983 87,436 82.7 10,885 22.9

1984 88,594 83.7 11,216 24.2

1985 77,965 84.6 10,059 25.9

1986 87,121 85.0 10,757 26.9

1987 83,116 82.4 10,258 24.7

1988 76,503 86.4 9,005 25.0

1989 74,947 90.1 8,971 25.0

1990 77,746 90.4 8,789 25.3

1991 77,520 91.3 7,884 23.1

1992 66,403 82.9 6,215 18.5

1993 51,080 86.5 4,267 16.5

1994 39,364 86.4 3,255 16.3

1995 29,975 83.4 2,543 15.4

1996 22,819 84.4 1,952 15.8

1997 18,615 84.4 1,650 16.4

1998 15,172 82.3 1,382 17.1

1999 13,834 81.3 1,316 17.7

2000 12,755 78.6 1,287 18.1

2001 12,085 76.7 1,252 18.2

2002 11,352 79.8 1,107 17.2
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.20 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data are as of July except for 1995 data, which are as of June.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.B12—Supplementary Medical Insurance: State buy-ins, by state or other area, selected years 1991–2003

State or area 1991 1995 1996 1997 1998 1999 2000 2001 2002 2003

All areas 3,640,121 4,705,625 4,914,789 5,008,860 5,109,228 5,273,573 5,425,048 5,615,326 5,810,613 6,145,589

Alabama 97,601 116,916 120,399 122,720 121,990 128,875 136,860 141,436 144,603 162,912

Alaska 4,539 6,193 6,659 6,835 7,093 7,799 8,486 8,832 9,324 10,008

Arizona 28,650 44,236 47,393 49,213 51,141 53,450 57,712 61,989 74,678 91,782

Arkansas 64,996 77,660 79,549 79,176 78,514 79,508 79,606 80,231 82,040 86,597

California 646,108 747,814 768,907 769,335 776,832 793,510 818,846 848,361 892,260 950,503

Colorado 36,470 46,660 49,561 50,749 52,175 53,964 55,325 56,934 57,987 59,114

Connecticut 23,535 48,047 50,226 50,668 51,335 52,134 53,141 55,933 60,083 65,223

Delaware 4,499 6,645 7,735 8,446 8,900 8,231 10,737 12,094 13,252 15,224

District of Columbia 12,791 14,152 14,195 14,482 14,582 13,181 14,233 14,621 15,065 15,079

Florida 196,992 271,430 290,838 304,791 313,744 324,172 342,109 358,642 369,092 389,599

Georgia 128,976 160,380 165,210 168,267 171,047 171,638 176,596 181,312 186,466 193,807

Hawaii 11,529 16,695 17,905 18,751 19,226 19,962 20,326 21,090 21,748 22,904

Idaho 9,127 12,931 13,835 14,296 14,909 15,868 17,081 18,550 19,725 21,255

Illinois 94,434 137,571 144,330 144,684 145,976 149,850 155,743 161,141 163,368 175,822

Indiana 60,297 76,460 75,930 76,846 81,184 82,901 87,543 91,311 95,553 102,654

Iowa 41,170 48,517 50,031 49,344 49,844 50,954 51,976 52,891 54,536 56,920

Kansas 26,960 34,708 37,064 37,486 39,008 40,365 41,217 42,126 43,123 44,602

Kentucky 76,456 97,978 103,705 105,188 106,537 111,789 117,697 118,641 122,096 126,690

Louisiana 87,570 112,090 114,917 114,482 115,031 116,602 117,179 117,867 120,478 127,340

Maine 22,176 29,453 31,063 32,168 33,006 35,211 36,946 38,161 39,575 42,269

Maryland 48,028 58,865 59,882 59,745 61,669 64,086 65,372 68,010 70,224 73,994

Massachusetts 89,163 125,859 132,575 132,874 138,796 143,779 152,587 160,198 164,510 167,681

Michigan 91,340 123,948 131,263 130,682 135,769 139,411 145,172 148,760 152,758 158,998

Minnesota 39,366 52,192 55,989 56,486 57,559 59,926 63,607 66,874 70,873 75,080

Mississippi 90,530 108,577 104,036 106,461 106,336 107,176 107,495 116,503 125,832 131,706

Missouri 55,116 72,659 76,883 79,847 81,841 85,329 88,343 91,244 93,512 99,127

Montana 10,058 11,031 11,638 11,825 11,882 12,274 12,828 13,120 13,359 13,889

Nebraska 11,358 16,146 16,986 17,321 18,029 19,064 20,520 21,121 22,120 22,922

Nevada 8,657 14,227 15,711 16,435 17,191 18,322 19,155 20,709 22,207 24,587

New Hampshire 3,807 5,405 5,878 6,119 6,295 6,875 7,434 8,866 9,231 10,120

New Jersey 95,795 122,923 131,292 135,109 137,598 143,024 146,705 149,303 151,644 155,377

New Mexico 22,246 29,855 32,346 33,472 34,411 36,023 37,330 39,275 41,263 44,534

New York 255,952 325,882 342,539 352,129 363,331 372,824 369,479 395,830 409,388 432,681

North Carolina 117,656 186,328 197,039 204,551 210,388 216,563 223,402 228,997 233,229 240,422

North Dakota 4,639 5,560 5,751 5,684 5,612 5,758 5,908 6,275 6,317 6,541

Ohio 112,598 164,044 172,316 178,365 180,172 181,407 171,139 176,602 182,821 191,295

Oklahoma 51,457 60,080 61,723 62,965 63,142 66,115 67,413 67,787 68,905 70,761

Oregon 28,537 43,642 47,600 49,553 51,392 55,896 59,169 62,910 66,255 68,421

Pennsylvania 127,519 162,788 170,790 173,142 179,295 198,492 206,468 215,351 218,691 229,814

Rhode Island 10,585 15,517 16,780 17,321 17,729 18,513 19,787 21,620 22,928 25,146

South Carolina 78,701 95,970 98,817 101,455 104,111 110,032 112,232 116,288 118,635 117,997

South Dakota 9,399 12,346 12,661 12,778 12,791 13,112 13,146 13,237 13,542 14,231

Tennessee 116,861 148,391 157,602 164,010 171,653 178,707 182,342 184,570 187,438 203,567

Texas 234,169 314,991 327,827 336,801 339,648 350,959 360,191 370,598 380,954 410,248

Utah 10,263 13,506 14,387 14,589 14,900 15,569 16,231 16,712 17,497 18,548

Vermont 8,223 12,428 12,863 13,048 13,197 13,598 13,754 14,296 14,650 15,016

Virginia 77,898 102,964 107,457 108,365 108,427 111,404 113,259 113,898 116,496 120,711

Washington 54,774 71,531 76,885 83,128 89,419 91,976 97,390 94,852 99,552 105,516

West Virginia 28,086 39,720 42,377 43,572 43,019 45,406 46,305 47,774 47,547 50,008

Wisconsin 67,516 75,247 78,661 76,109 74,429 74,681 74,101 73,875 75,179 78,124

Wyoming 3,505 5,265 5,548 5,781 5,963 6,183 6,444 6,746 7,087 7,422

Outlying areas

Guam 443 669 710 682 650 583 417 385 339 339

Northern Mariana Islands 273 314 318 322 311 335 342 367 372 358

Virgin Islands 727 219 205 207 199 207 204 210 206 194
8.C Medicare: Participating Facilities

Annual Statistical Supplement, 2003 ♦ 8.21

Table 8.C1—Hospital Insurance and/or Supplementary Medical Insurance: Number of facilities and beds,

by type of participating provider, December 1967–2002, selected years

Year

Hospitals

Skilled nursing

facilities

Home health

agencies

Clinical Laboratory

Improvement Act/

All hospitals General independent laboratories a Psychiatric

Facilities

1967 6,829 6,501 328 4,405 1,890 2,355

1970 6,779 6,444 335 4,494 2,333 2,750

1975 6,770 6,383 387 3,932 2,290 3,174

1976 6,774 6,368 406 3,992 2,353 3,156

1977 6,755 6,353 402 4,461 2,496 3,249

1978 6,848 6,432 416 4,982 2,715 3,384

1979 6,780 6,372 408 5,055 2,858 3,448

1980 6,736 6,325 411 5,155 3,012 3,374

1981 6,749 6,335 414 5,295 3,169 3,511

1982 6,737 6,321 416 5,510 3,627 3,643

1983 6,687 6,257 430 5,760 4,235 3,708

1984 6,676 6,228 448 6,183 5,237 3,890

1985 6,710 6,209 501 6,725 5,932 4,029

1986 6,731 6,189 542 7,148 5,953 4,298

1987 6,715 6,130 585 7,379 5,769 4,487

1988 6,658 6,044 614 7,683 5,673 4,676

1989 6,547 5,891 656 8,688 5,661 4,828

1990 6,522 5,848 674 9,008 5,730 4,881

1991 6,471 5,759 712 10,061 5,963 4,898

1992 6,433 5,722 711 10,910 6,461 4,942

1993 6,473 5,738 735 11,472 7,000 b 156,117

1994 6,414 5,705 709 12,584 7,827 b 151,422

1995 6,376 5,694 682 13,452 8,447 b 156,511

1996 6,273 5,627 646 14,177 9,850 b 157,876

1997 6,293 5,639 654 14,860 10,807 b 164,054

1998 6,116 5,514 602 15,032 9,330 b 166,817

1999 5,985 5,415 570 14,913 7,857 b 171,018

2000 6,031 5,512 519 14,841 7,099 b 168,333

2001 6,002 5,508 494 14,755 6,813 b 173,807

2002 6,024 5,537 487 14,838 6,928 b 176,947

(Continued)
8.C Medicare: Participating Facilities

8.22 ♦ Annual Statistical Supplement, 2003

Beds

1967 1,141,155 837,211 303,944 308,843 . . . . . .

1970 1,190,309 878,509 311,800 325,415 . . . . . .

1975 1,136,908 939,717 197,191 287,468 . . . . . .

1976 1,169,433 980,805 188,628 332,515 . . . . . .

1977 1,130,519 976,465 154,054 381,715 . . . . . .

1978 1,154,250 1,015,645 138,605 414,188 . . . . . .

1979 1,152,088 1,016,525 135,563 433,715 . . . . . .

1980 1,145,245 1,017,794 127,451 448,007 . . . . . .

1981 1,152,877 1,032,042 120,835 463,715 . . . . . .

1982 1,146,480 1,044,427 102,053 497,056 . . . . . .

1983 1,143,544 1,046,674 96,870 519,551 . . . . . .

1984 1,146,093 1,050,832 95,261 548,201 . . . . . .

1985 1,144,589 1,046,889 97,700 . . .

1986 1,137,853 1,043,430 94,423 444,326 . . . . . .

1987 1,124,928 1,030,556 94,372 449,867 . . . . . .

1988 1,115,809 1,022,116 93,693 476,447 . . . . . .

1989 1,106,295 1,008,845 97,450 507,475 . . . . . .

1990 1,104,703 1,005,480 99,223 512,107 . . . . . .

1991 1,102,286 1,003,147 99,139 583,116 . . . . . .

1992 1,093,895 997,695 96,200 606,218 . . . . . .

1993 1,094,422 994,847 99,575 622,534 . . . . . .

1994 1,074,371 985,809 88,562 649,054 . . . . . .

1995 1,056,454 970,143 86,311 657,225 . . . . . .

1996 1,038,105 955,604 82,501 671,839 . . . . . .

1997 1,037,356 954,372 82,984 684,977 . . . . . .

1998 1,012,168 934,635 77,533 722,626 . . . . . .

1999 993,901 920,326 73,575 836,720 . . . . . .

2000 982,616 913,806 68,810 939,364 . . . . . .

2001 968,761 901,688 67,073 1,104,978 . . . . . .

2002 957,898 897,076 60,822 1,260,625 . . . . . .

a. Includes short-stay and other long-stay hospitals.

b. Beginning in 1993, the data include all Clinical Laboratory Improvement Act facilities as of December of each year.

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: . . . = not applicable.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.C1—Hospital Insurance and/or Supplementary Medical Insurance: Number of facilities and beds,

by type of participating provider, December 1967–2002, selected years—Continued

Year

Hospitals

Skilled nursing

facilities

Home health

agencies

Clinical Laboratory

Improvement Act/

All hospitals General independent laboratories a Psychiatric
8.C Medicare: Participating Facilities

Annual Statistical Supplement, 2003 ♦ 8.23

Table 8.C2—Hospital Insurance: Number of participating hospitals and beds per 1,000 enrollees,

Census division and state or area

All hospitals Short-stay Long-stay

Hospitals Beds Hospitals Beds

Beds per 1,000

enrolleesa Hospitals Beds

Total

All areas 6,024 957,898 4,231 834,643 20.8 1,793 123,255

United States 5,960 946,765 4,173 824,658 21.1 1,787 122,107

New England 266 43,647 177 32,724 15.3 89 10,923

Connecticut 46 1,0372 32 8,295 16.0 14 2,077

Maine 42 4,154 30 3,580 16.1 12 574

Massachusetts 117 19,909 71 13,358 13.9 46 6,551

New Hampshire 30 3,366 22 2,800 16.0 8 566

Rhode Island 15 3,785 11 2,910 17.1 4 875

Vermont 16 2,061 11 1,781 19.6 5 280

Middle Atlantic 621 150,837 467 128,837 21.8 145 22,000

New Jersey 107 31,665 80 27,534 23.0 27 4,131

New York 257 76,427 207 66,452 25.3 50 9,975

Pennsylvania 248 42,745 180 34,851 16.6 68 7,894

East North Central 896 166,610 645 149,635 23.3 251 16,975

Illinois 216 47,671 167 44,204 27.2 49 3,467

Indiana 152 21,240 99 18,731 21.7 53 2,509

Michigan 175 30,809 131 27,232 19.1 44 3,577

Ohio 211 47,259 151 42,349 24.9 60 4,910

Wisconsin 142 19,631 97 17,119 21.6 45 2,512

West North Central 770 78,360 430 65,758 22.8 340 12,602

Iowa 121 11,994 72 10,536 22.0 49 1,458

Kansas 152 11,380 88 9,407 24.1 64 1,973

Minnesota 148 16,703 89 13,918 20.9 59 2,785

Missouri 138 24,661 101 22,345 25.7 37 2,316

Nebraska 95 7,054 27 4,561 17.9 68 2,493

North Dakota 50 3,244 17 2,331 22.7 33 913

South Dakota 66 3,324 36 2,660 22.1 30 664

South Atlantic 890 171,542 656 151,228 19.7 234 20,314

Delaware 11 2,321 5 1,892 16.3 6 429

District of Columbia 14 4,531 7 3,527 49.1 7 1,004

Florida 229 52,650 176 49,036 17.1 53 3,614

Georgia 176 25,291 122 21,797 23.1 54 3,494

Maryland 67 16,563 48 13,255 20.1 19 3,308

North Carolina 134 26,079 108 22,853 19.4 26 3,226

South Carolina 76 12,580 61 11,345 19.3 15 1,235

Virginia 117 21,995 86 19,047 20.7 31 2,948

West Virginia 66 9,532 43 8,476 24.7 23 1,056

East South Central 491 74,985 388 68,529 26.2 103 6,456

Alabama 121 19,917 102 18,448 26.3 19 1,469

Kentucky 116 17,340 82 15,047 23.8 34 2,293

Mississippi 106 12,905 90 12,289 28.7 16 616

Tennessee 148 24,823 114 22,745 26.7 34 2,078

West South Central 927 105,638 608 88,888 22.8 319 16,750

Arkansas 103 11,144 65 8,998 20.2 38 2,146

Louisiana 193 22,545 111 18,424 30.4 82 4,121

Oklahoma 146 14,807 100 13,045 25.4 46 1,762

Texas 485 57,142 332 48,421 20.8 153 8,721

Mountain 448 45,907 283 39,206 17.2 165 6,701

Arizona 83 12,131 61 11,075 15.8 22 1,056

Colorado 83 11,158 48 9,098 19.1 35 2,060

Idaho 45 2,874 21 2,354 13.6 24 520

Montana 65 2,938 31 2,351 16.8 34 587

Nevada 42 5,197 24 4,394 16.9 18 803

New Mexico 53 4,972 38 4,340 18.0 15 632

Utah 49 5,146 39 4,252 19.9 10 894

Wyoming 28 1,491 21 1,342 19.9 7 149

(Continued)

by state or other area, December 2002
8.C Medicare: Participating Facilities

8.24 ♦ Annual Statistical Supplement, 2003

Census division and state or area

All hospitals Short-stay Long-stay

Hospitals Beds Hospitals Beds

Beds per 1,000

enrollees a Hospitals Beds

Pacific 660 109,239 519 99,853 18.7 141 9,386

Alaska 24 1,526 17 1,285 28.2 7 241

California 447 82,989 371 77,227 19.9 76 5,762

Hawaii 27 2,738 17 2,271 13.3 10 467

Oregon 62 7,952 48 7,451 14.9 14 501

Washington 100 14,034 66 11,619 15.4 34 2,415

Outlying areas 64 11,133 58 9,985 11.0 6 1,148

Puerto Rico 59 10,448 53 9,300 16.6 6 1,148

Virgin Islands 2 320 2 320 28.5 0 0

Other 3 365 3 365 1.1 0 0

a. Based on total number of persons enrolled in the Hospital Insurance program as of July 1, 2002.

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.C2—Hospital Insurance: Number of participating hospitals and beds per 1,000 enrollees,

by state or other area, December 2002—Continued
8.C Medicare: Participating Facilities

Annual Statistical Supplement, 2003 ♦ 8.25

Table 8.C3—Hospital Insurance and/or Supplementary Medical Insurance: Number of participating skilled nursing 

facilities, home health agencies, independent laboratories, and end stage renal disease facilities, by census 

division and state or other area, December 2002

Census division and state or area

Skilled nursing facilities

Home

health

agencies

Clinical

Laboratory

Improvement

Act facilities

End stage

renal disease

Number Beds facilities

Beds per 1,000

enrollees a

Total

All areas 14,838 1,260,625 31.9 6,928 176,947 4,309

United States 14,829 1,260,265 32.3 6,879 175,905 4,265

New England 1,056 100,775 40.3 305 9,050 139

Connecticut 244 30,119 58.5 81 2,530 29

Maine 121 7,248 12.1 33 959 13

Massachusetts 483 46,705 48.7 121 3,551 68

New Hampshire 68 5,580 32.4 34 852 10

Rhode Island 97 7,896 46.6 23 736 13

Vermont 43 3,227 36.0 13 422 6

Middle Atlantic 1,770 232,965 39.5 560 22,091 566

New Jersey 359 43,803 36.8 53 4,994 103

New York 672 121,907 46.7 207 9,774 222

Pennsylvania 739 67,255 32.2 300 7,323 241

East North Central 2,839 224,269 35.2 1,107 29,032 626

Illinois 676 44,530 27.5 280 7,524 150

Indiana 498 36,640 42.8 160 4,367 91

Michigan 388 33,844 24.0 204 5,964 121

Ohio 916 72,997 43.2 341 8,342 174

Wisconsin 361 36,258 46.1 122 2,835 90

West North Central 1,809 127,253 44.4 838 13,397 325

Iowa 336 22,644 47.5 183 2,329 50

Kansas 256 15,234 39.1 130 2,136 41

Minnesota 404 37,202 56.5 228 2,251 68

Missouri 464 27,751 32.2 159 4,232 109

Nebraska 175 11,552 45.5 63 1,346 25

North Dakota 84 6,618 64.5 29 482 13

South Dakota 90 6,252 52.2 46 621 19

South Atlantic 2,265 192,175 25.5 1,005 35,845 964

Delaware 37 3,324 29.2 13 620 15

District of Columbia 20 2,017 28.0 12 439 25

Florida 695 63,331 22.4 369 11,850 250

Georgia 332 30,096 32.6 94 5,888 206

Maryland 233 20,360 31.3 54 3,236 110

North Carolina 413 35,062 30.4 167 5,276 126

South Carolina 176 13,593 23.6 72 2,908 85

Virginia 240 16,121 17.9 154 4,058 123

West Virginia 119 8,271 24.4 70 1,570 24

East South Central 983 73,062 28.4 451 11,660 343

Alabama 224 20,501 29.7 141 3,078 99

Kentucky 303 21,385 34.3 110 2,797 53

Mississippi 154 13,013 30.8 62 1,860 67

Tennessee 302 18,163 21.6 138 3,925 124

West South Central 1,672 132,203 34.5 1,484 21,829 576

Arkansas 191 13,517 30.7 176 1,766 62

Louisiana 266 26,486 44.2 233 3,515 129

Oklahoma 238 16,972 33.3 191 2,630 62

Texas 977 75,228 32.9 884 13,918 323

Mountain 738 54,568 24.6 461 9,709 240

Arizona 133 9,971 14.6 63 2,697 91

Colorado 200 15,331 32.7 124 2,247 42

Idaho 79 5,824 34.6 48 711 7

Montana 101 7,078 51.4 48 626 15

Nevada 42 4,840 19.4 37 953 21

New Mexico 71 3,090 13.2 62 1,084 31

Utah 79 5,705 27.3 41 1,055 24

Wyoming 33 2,729 41.2 38 336 9

(Continued)
8.C Medicare: Participating Facilities

8.26 ♦ Annual Statistical Supplement, 2003

Census division and state or area

Skilled nursing facilities

Home

health

agencies

Clinical

Laboratory

Improvement

Act facilities

End stage

renal disease

Number Beds facilities

Beds per 1,000

enrollees a

Pacific 1,697 122,995 23.4 668 23,292 486

Alaska 15 519 11.9 15 436 2

California 1,263 92,582 24.2 517 17,348 371

Hawaii 41 3,447 20.6 14 756 18

Oregon 122 8,290 16.9 61 1,998 43

Washington 256 18,157 24.6 61 2,754 52

Outlying areas 9 360 0.4 49 1,042 44

Puerto Rico 7 290 0.5 45 953 37

Virgin Islands 1 40 3.7 1 29 2

Other 1 30 0.1 3 60 5

a. Based on total number of beneficiaries enrolled in the Hospital Insurance program as of July 1, 2002. 

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Medicarestats@cms.hhs.gov.

Table 8.C3—Hospital Insurance and/or Supplementary Medical Insurance: Number of participating skilled nursing 

facilities, home health agencies, independent laboratories, and end stage renal disease facilities, by census 

division and state or other area, December 2002—Continued
8.E Medicaid: Recipients

Annual Statistical Supplement, 2003 ♦ 8.27

SOURCE: Data before 1998 HCFA-Form 2082 and data onward from 1999 Medicaid Statistical Information Systems, MSIS, Centers for Medicare & Medicaid Services.

NOTES: Fiscal year 1977 began in October 1976 and was the first year of the new federal cycle. Before 1977, the fiscal year began in July.

Beginning in fiscal year 1980, recipients' categories do not add to unduplicated total because of the small number of recipients that are in more than one category during

the year. Beginning in 1998, several new medical services were combined with “Other” (excludes unknowns). 

. . . = not applicable.

CONTACT: Tony Parker (410) 786-0155.

Table 8.E1—Unduplicated number of recipients, total vendor payments, and average payment,

by type of medical service, selected fiscal years 1985–2000

Year Total

Inpatient

services in—

Intermediatecare facility

services for—

Nursing

facility a

a. Beginning in fiscal year 1991, “Nursing facility services” category combines “Intermediate care facility, All other” and “Skilled nursing facility services,” which were previously 

separate. Data under “Nursing facility services” prior to 1991 reflect “Skilled nursing facility services.”

Physicians’ Dental

Other

practitioner

Outpatient

hospital Clinic

Laboratory

and

radiologicalHome

health

Prescribed

drugs

Family

planning OtherGeneral

hospital

Mental

hospital

Mentally

retarded All other

Number of recipients (thousands)

1985 21,814 3,434 60 147 828 547 14,387 4,672 3,357 10,072 2,121 6,354 535 13,921 1,636 5,371

1986 22,515 3,544 53 145 828 571 14,894 5,161 3,451 10,702 2,027 7,123 593 14,704 1,732 5,573

1987 23,109 3,767 57 149 849 572 15,373 5,131 3,542 10,979 2,183 7,596 609 15,083 1,652 5,957

1988 22,907 3,832 60 145 866 579 15,265 5,072 3,480 10,533 2,256 7,579 569 15,323 1,525 6,601

1989 23,511 4,170 90 148 888 564 15,686 4,214 3,555 11,344 2,391 7,759 609 15,916 1,564 7,278

1990 25,255 4,593 92 147 860 601 17,078 4,552 3,873 12,370 2,804 8,959 719 17,294 1,752 8,302

1991 28,280 5,072 65 146 a 1,500 19,321 5,209 4,282 14,137 3,511 10,505 813 19,602 2,185 10,319

1992 30,926 5,768 77 151 a 1,573 21,627 5,700 4,711 15,120 4,115 11,804 925 22,030 2,550 12,427

1993 33,432 5,894 75 149 a 1,610 23,746 6,174 5,229 16,436 4,839 12,970 1,067 23,901 2,538 15,035

1994 35,053 5,866 85 159 a 1,639 24,267 6,352 5,409 16,567 5,258 13,412 1,293 24,471 2,566 17,321

1995 36,282 5,561 84 151 a 1,667 23,789 6,383 5,528 16,712 5,322 13,064 1,639 23,723 2,501 19,277

1996 36,118 5,362 93 140 a 1,594 22,861 6,208 5,343 15,905 5,070 12,607 1,727 22,585 2,366 21,104

1997 34,873 4,746 87 136 a 1,603 21,170 5,935 5,142 13,632 4,713 11,074 1,861 20,954 2,091 20,284

1998 40,649 4,273 135 126 a 1,646 18,555 4,965 4,342 12,158 5,285 9,381 1,225 19,338 2,011 34,820

1999 b

b. Excludes recipients in Puerto Rico and the Virgin Islands. Data are not available.

40,184 4,497 87 122 a 1,617 18,373 5,622 3,986 12,417 6,746 10,194 814 19,855 . . . 37,359

2000 b 42,763 4,933 99 118 a 1,703 19,104 5,892 4,735 13,226 7,667 11,396 995 20,517 . . . 40,544

Total payments (millions of dollars)

1985 37,508 9,453 1,192 4,731 6,516 5,071 2,346 458 251 1,789 714 337 1,120 2,315 195 1,020

1986 41,005 10,364 1,113 5,072 6,773 5,660 2,547 531 252 1,980 807 424 1,352 2,692 226 1,212

1987 45,050 11,302 1,409 5,591 7,280 5,967 2,776 541 263 2,226 963 475 1,690 2,988 228 1,349

1988 48,710 12,076 1,375 6,022 7,923 6,354 2,953 577 284 2,413 1,105 543 2,015 3,294 206 1,569

1989 54,500 13,378 1,470 6,649 8,871 6,660 3,408 498 317 2,837 1,249 590 2,572 3,689 227 2,085

1990 64,859 16,674 1,714 7,354 9,667 8,026 4,018 593 372 3,324 1,688 721 3,404 4,420 265 2,618

1991 77,048 19,891 2,010 7,680 a 20,709 4,952 710 437 4,283 2,211 897 4,101 5,424 359 3,384

1992 90,814 23,503 2,196 8,550 a 23,544 6,102 851 538 5,279 2,818 1,035 4,886 6,765 500 4,243

1993 101,709 25,734 2,161 8,831 a 25,431 6,952 961 937 6,215 3,457 1,137 5,601 7,970 538 5,784

1994 108,270 26,180 2,057 8,347 a 27,095 7,189 969 1,040 6,342 3,747 1,176 7,042 8,875 516 7,695

1995 120,141 26,331 2,511 10,383 a 29,052 7,360 1,019 986 6,627 4,280 1,180 9,406 9,791 514 10,700

1996 121,685 25,176 2,040 9,555 a 29,630 7,238 1,028 1,094 6,504 4,222 1,208 10,868 10,697 474 11,948

1997 124,429 23,143 2,009 9,798 a 30,504 7,041 1,036 979 6,169 4,252 1,033 12,237 11,972 418 12,958

1998 142,318 21,499 2,801 9,482 a 31,892 6,070 901 587 5,759 3,921 939 2,702 13,522 449 38,747

1999 b 153,479 22,231 1,758 9,332 a 33,251 6,556 1,204 470 6,094 5,801 1,158 2,906 16,612 . . . 45,637

2000 b 168,307 24,266 1,768 9,375 a 34,432 1,204 1,404 658 7,053 6,174 1,288 3,119 20,014 . . . 50,953

Average payment (dollars)

1985 1,719 2,753 20,021 32,238 7,868 9,278 163 98 75 178 337 53 2,092 166 119 190

1986 1,821 2,924 20,952 35,089 8,182 9,910 171 103 73 185 398 60 2,278 183 130 217

1987 1,949 3,000 24,714 37,490 8,571 10,432 181 105 74 203 441 63 2,777 198 138 227

1988 2,126 3,151 22,956 41,413 9,153 10,971 193 114 82 229 490 72 3,542 215 135 238

1989 2,318 3,208 16,397 44,999 9,994 11,809 217 118 89 250 523 76 4,225 232 145 286

1990 2,568 3,630 18,548 50,048 11,236 13,356 235 130 96 269 602 80 4,733 256 151 315

1991 2,725 3,922 30,948 52,750 a 13,811 256 136 102 303 630 85 5,048 277 164 328

1992 2,936 4,075 28,364 56,502 a 14,965 282 149 114 349 685 88 5,283 307 196 342

1993 3,042 4,366 28,948 59,156 a 15,798 293 156 179 378 714 88 5,250 333 212 385

1994 3,089 4,463 24,120 52,571 a 16,533 296 153 192 383 713 88 5,445 363 201 444

1995 3,311 4,735 29,847 68,613 a 17,424 309 160 178 397 804 90 5,740 413 206 555

1996 3,369 4,696 21,873 68,232 a 18,589 317 166 205 409 833 96 6,293 474 200 566

1997 3,568 4,877 22,990 72,033 a 19,029 333 275 190 453 902 93 6,575 571 200 639

1998 3,501 5,031 20,701 74,960 a 19,379 327 182 135 474 742 100 2,206 699 223 1,113

1999 b 3,819 4,943 18,094 76,443 a 20,568 357 214 118 491 860 285 3,571 837 . . . 1,221

2000 b 3,936 4,919 17,800 79,330 a 20,220 356 238 139 533 805 274 3,135 975 . . . 1,257
8.E Medicaid: Recipients

8.28 ♦ Annual Statistical Supplement, 2003

SOURCE: 1999 Medicaid Statistical Information System, MSIS, earlier years HCFA-Form 2082, Centers for Medicare & Medicaid Services.

NOTES: Fiscal year 1977 began in October 1976 and was the first year of the new federal fiscal cycle. Before 1977, the fiscal year began in July. 

Beginning in fiscal year 1980, recipients' categories do not add to unduplicated total because of the small number of recipients that are in more than one category during the 

year. Beginning in 1997, Disability data includes Blindness. Children includes Foster Care, and Other are Unknowns.

. . . = not applicable.

CONTACT: Tony Parker (410) 786-0155.

Table 8.E2—Unduplicated number of recipients, total vendor payments, and average payment,

by type of eligibility category, selected fiscal years 1972–2000

Year Total

Aged 65

or older Blind

Permanent

and total

disability

Dependent

children

under age 21

Adults in families

with dependent

children Other

Number of recipients (thousands)

1972 17,606 3,318 108 1,625 7,841 3,137 1,576

1975 22,007 3,615 109 2,355 9,598 4,529 1,800

1980 21,605 3,440 92 2,819 9,333 4,877 1,499

1985 21,814 3,061 80 2,937 9,757 5,518 1,214

1986 22,515 3,140 82 3,100 10,029 5,647 1,362

1987 23,109 3,224 85 3,296 10,168 5,599 1,418

1988 22,907 3,159 86 3,401 10,037 5,503 1,343

1989 23,511 3,132 95 3,496 10,318 5,717 1,175

1990 25,255 3,202 83 3,635 11,220 6,010 1,105

1991 28,280 3,359 85 3,983 13,415 6,778 658

1992 30,926 3,742 84 4,378 15,104 6,954 664

1993 33,432 3,863 84 4,932 16,285 7,505 763

1994 35,053 4,035 87 5,372 17,194 7,586 779

1995 36,282 4,119 92 5,767 17,164 7,604 1,537

1996 36,118 4,285 95 6,126 16,739 7,127 1,746

1997 34,872 3,955 . . . 6,129 15,791 6,803 2,195

1998 40,649 3,964 . . . 6,638 18,964 7,908 3,176

1999 a

a. Excludes recipients in Puerto Rico and the Virgin Islands. Data are not available.

40,184 3,774 . . . 6,697 18,837 7,511 3,365

2000 a 42,763 3,731 . . . 6,889 19,723 8,750 3,671

Total payments (millions of dollars)

1972 6,300 1,925 45 1,354 1,139 962 875

1975 12,242 4,358 93 3,052 2,186 2,062 492

1980 23,311 8,739 124 7,497 3,123 3,231 596

1985 37,508 14,096 249 13,203 4,414 4,746 798

1986 41,005 15,097 277 14,635 5,135 4,880 980

1987 45,050 16,037 309 16,507 5,508 5,592 1,078

1988 48,710 17,135 344 18,250 5,848 5,883 1,198

1989 54,500 18,558 409 20,476 6,892 6,897 1,268

1990 64,859 21,508 434 23,969 9,100 8,590 1,257

1991 77,048 25,453 475 27,798 11,690 10,439 1,193

1992 90,814 29,078 530 33,326 14,491 12,185 1,204

1993 101,709 31,554 589 38,065 16,504 13,605 1,391

1994 108,270 33,618 644 41,654 17,302 13,585 1,467

1995 120,141 36,527 848 48,570 17,976 13,511 2,708

1996 121,685 36,947 869 51,196 17,544 12,275 2,853

1997 124,430 37,721 . . . 54,130 17,544 12,307 2,727

1998 142,318 40,602 . . . 60,375 22,806 14,833 3,702

1999 a 153,479 42,522 . . . 65,850 24,151 15,801 5,156

2000 a 168,307 44,503 . . . 72,742 26,775 17,763 6,525

Average payment (dollars)

1972 358 580 417 833 145 307 555

1975 556 1,205 850 1,296 228 455 273

1980 1,079 2,540 1,358 2,659 335 663 398

1985 1,719 4,605 3,104 4,496 452 860 658

1986 1,821 4,808 3,401 4,721 512 864 719

1987 1,949 4,975 3,644 5,008 542 999 761

1988 2,126 5,425 4,005 5,366 583 1,069 891

1989 2,318 5,926 4,317 5,858 668 1,206 1,079

1990 2,568 6,717 5,212 6,595 811 1,429 1,138

1991 2,725 7,577 5,572 6,979 871 1,540 1,813

1992 2,936 7,770 6,298 7,612 959 1,752 1,813

1993 3,042 8,168 7,036 7,717 1,013 1,813 1,824

1994 3,089 8,331 7,412 7,755 1,006 1,791 1,884

1995 3,311 8,868 9,256 8,422 1,047 1,777 1,762

1996 3,369 8,622 9,143 8,357 1,048 1,722 1,635

1997 3,568 9,538 . . . 8,832 1,111 1,809 3,597

1998 3,501 10,242 . . . 9,095 1,203 1,876 1,166

1999 a 3,819 11,268 . . . 9,832 1,282 2,104 1,532

2000 a 3,936 11,929 . . . 10,559 1,358 2,030 1,778
8.H Medicaid: State Data

Annual Statistical Supplement, 2003 ♦ 8.29

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Tony Parker (410) 786-0155.

Table 8.H1a—Number of recipients, total payments, and average payment, by state, fiscal year 1999

State

Number of

recipients

Total payments

(millions of dollars)

Average payment

(dollars)

United States a

a. Excludes recipients in Puerto Rico and the Virgin Islands. Data are not available.

40,184,407 153,479 3,819

Alabama 537,480 1,695 3,154

Alaska 83,992 398 4,736

Arizona 639,015 1,878 2,938

Arkansas 466,417 1,365 2,927

California 6,854,016 15,754 2,299

Colorado 359,237 1,641 4,568

Connecticut 414,578 2,671 6,442

Delaware 107,133 462 4,316

District of Columbia 133,495 759 5,684

Florida 2,355,638 6,440 2,734

Georgia 1,267,798 3,232 2,549

Hawaii 203,763 535 2,626

Idaho 120,052 520 4,334

Illinois 1,475,330 6,339 4,297

Indiana 625,693 2,750 4,394

Iowa 309,204 1,364 4,413

Kansas 269,453 1,096 4,067

Kentucky 718,979 2,598 3,614

Louisiana 720,360 2,534 3,518

Maine 180,668 1,206 6,674

Maryland 616,243 3,044 4,940

Massachusetts 1,025,649 4,953 4,829

Michigan 1,299,136 4,701 3,618

Minnesota 561,823 3,038 5,408

Mississippi 513,114 1,600 3,119

Missouri 797,578 2798 3,508

Montana 96,677 365 3,776

Nebraska 215,489 876 4,065

Nevada 134,234 459 3,418

New Hampshire 93,169 527 5,657

New Jersey 839,391 4386 5,225

New Mexico 360,321 1123 3,118

New York 3,062,791 25357 8,279

North Carolina 1,141,774 4266 3,736

North Dakota 61,913 346 5,593

Ohio 1,277,200 6329 4,956

Oklahoma 465,844 1434 3,078

Oregon 524,548 1596 3,043

Pennsylvania 1,554,374 6133 3,946

Rhode Island 161,083 881 5,472

South Carolina 644,580 2459 3,815

South Dakota 85,820 369 4,305

Tennessee 1,550,955 3285 2,118

Texas 2,518,222 8126 3,227

Utah 217,997 797 3,657

Vermont 129,551 421 3,248

Virginia 614,515 2,207 3,592

Washington 862,778 2,575 2,985

West Virginia 342,885 1,344 3,920

Wisconsin 526,369 2,246 4,267

Wyoming 46,083 199 4,313
8.H Medicaid: State Data

8.30 ♦ Annual Statistical Supplement, 2003

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Tony Parker (410) 786-0155.

Table 8.H1b—Number of recipients, total payments, and average payment, by state, fiscal year 2000

State 

Number of

recipients

Total payments

(millions of dollars)

Average payment

(dollars)

United States a

a. Excludes recipients in Puerto Rico and the Virgin Islands. Data are not available.

42,763,233 168,307 3,936

Alabama 619,480 2,391 3,860

Alaska 96,432 470 4,876

Arizona 681,258 2,112 3,100

Arkansas 489,325 1,510 3,086

California 7,915,450 17,060 2,155

Colorado 380,964 1,809 4,747

Connecticut 419,890 2,839 6,762

Delaware 115,267 528 4,584

District of Columbia 138,677 793 5,715

Florida 2,360,417 7,350 3,114

Georgia 1,289,795 3,578 2,774

Hawaii 203,763 535 2,626

Idaho 131,077 594 4,530

Illinois 1,516,082 7,807 5,150

Indiana 704,624 2,976 4,224

Iowa 313,648 1,476 4,707

Kansas 262,557 1,226 4,670

Kentucky 770,536 2,913 3,780

Louisiana 761,248 2,631 3,456

Maine 191,624 1,307 6,820

Maryland 664,576 3,586 5,396

Massachusetts 1,047,440 5,397 5,153

Michigan 1,351,650 4,881 3,611

Minnesota 559,463 3,277 5,857

Mississippi 605,077 1,807 2,987

Missouri 890,318 3,270 3,673

Montana 103,821 433 4,173

Nebraska 229,038 958 4,185

Nevada 138,069 515 3,733

New Hampshire 96,935 651 6,712

New Jersey 822,369 4,707 5,724

New Mexico 375,585 1,249 3,325

New York 3,419,893 26,148 7,646

North Carolina 1,208,789 4,830 3,996

North Dakota 60,864 356 5,852

Ohio 1,304,886 7,090 5,434

Oklahoma 507,059 1,604 3,163

Oregon 542,392 1,700 3,135

Pennsylvania 1,492,352 6,366 4,266

Rhode Island 178,859 1,070 5,982

South Carolina 685,104 2,672 3,900

South Dakota 101,951 401 3,935

Tennessee 1,568,318 3,491 2,226

Texas 2,602,616 9,075 3,487

Utah 224,268 959 4,277

Vermont 138,862 479 3,451

Virginia 627,214 2,484 3,960

Washington 895,279 2,432 2,717

West Virginia 335,014 1,392 4,154

Wisconsin 526,369 2,246 4,267

Wyoming 46,422 214 4,609
9.A Unemployment Insurance

Annual Statistical Supplement, 2003 ♦ 9.1

Table 9.A2—Summary data on state programs, by state or other area, 2002

State or area

Covered employment 

(excludes federal 

government) Insured

unemployment as

percent of

covered

employment a

Number

of first

payments

Average weekly 

benefit for total 

unemployment

Average

weekly

insured

unemployment

Average

actual

duration

(weeks)

Claimants 

exhausting benefits

Contributions

collected b

 (millions

of dollars)

Benefits

paid c

(millions

of dollars)

Average

employer

contribution

rate d

(percent)

Average

number

of

workers

(thousands)

Total

payroll e

 (millions

of dollars)

Amount f

(dollars)

Percent

of

average

weekly

wages g Number

Percent

 of first

payments h

Total 126,537 4,590,842 2.8 10,089,446 256.76 36.8 3,585,842 16.5 4,417,456 42.5 19,728.6 42,055.3 1.8

Alabama 1,780 54,348 2.3 145,445 167.44 28.5 41,330 13.1 47,535 31.1 185.4 308.8 1.4

Alaska 271 9,778 5.2 48,722 193.34 27.9 14,121 14.3 20,353 43.3 107.1 108.2 2.5

Arizona 2,192 73,885 2.0 124,941 176.21 27.2 44,678 17.2 54,006 42.2 135.4 384.6 0.8

Arkansas 1,099 30,467 3.3 104,865 223.04 41.9 36,578 14.3 42,145 38.3 167.3 306.4 1.9

California 14,595 601,444 3.7 1,401,507 217.24 27.4 534,683 18.0 670,842 47.8 2,580.6 6,041.6 2.5

Colorado 2,101 79,097 2.0 113,938 313.18 43.3 41,438 15.2 61,090 53.3 154.9 541.0 0.9

Connecticut 1,628 76,204 3.2 162,293 286.09 31.9 51,417 16.4 53,821 33.7 462.6 712.4 2.5

Delaware 397 15,696 2.2 32,334 228.08 30.0 8,634 15.1 9,045 28.3 52.0 118.3 1.6

District of Columbia 458 24,631 1.6 18,349 289.07 28.0 7,451 26.1 13,563 52.9 93.0 135.3 2.2

Florida 7,050 226,163 1.8 357,608 225.33 36.5 126,770 15.3 175,087 47.3 553.6 1,225.3 1.1

Georgia 3,722 131,549 2.0 260,128 238.73 35.1 73,305 12.9 119,533 44.7 127.5 780.2 0.5

Hawaii 528 16,689 2.3 29,626 297.23 48.9 12,101 19.2 12,201 29.6 104.9 160.6 1.2

Idaho 558 15,516 3.4 59,570 231.07 43.4 18,838 13.9 21,031 34.9 93.2 180.5 1.2

Illinois 5,680 224,335 3.3 466,345 280.06 36.9 187,079 19.0 207,721 43.3 1,047.9 2,446.5 2.3

Indiana 2,796 90,553 2.2 198,718 254.58 40.9 62,714 14.1 86,800 41.7 227.0 713.3 1.2

Iowa 1,393 41,028 2.3 111,411 254.72 45.0 31,350 13.4 32,038 27.4 211.0 362.6 1.2

Kansas 1,277 38,958 2.2 83,381 276.37 47.1 28,404 15.8 32,110 41.9 182.4 358.6 1.4

Kentucky 1,680 51,476 2.5 133,254 245.83 41.7 41,185 15.3 39,106 27.4 276.4 503.5 2.2

Louisiana 1,812 53,935 2.0 98,791 197.25 34.5 36,497 15.6 38,377 40.1 122.0 303.2 1.6

Maine 577 16,889 2.2 33,156 224.42 39.9 12,870 17.2 12,191 34.6 104.9 121.8 1.8

Maryland 2,299 87,455 2.1 130,496 240.94 32.9 48,321 16.1 47,272 35.8 245.7 499.9 1.3

Massachusetts 3,149 141,150 3.7 299,998 360.09 41.8 116,290 19.0 134,684 44.3 784.9 1,966.1 2.3

Michigan 4,339 164,799 3.5 471,730 276.49 37.9 150,816 14.8 180,235 34.9 944.4 1,882.4 2.7

Minnesota 2,551 95,182 2.4 170,607 317.61 44.3 61,646 16.9 68,451 39.0 333.5 860.9 0.9

Mississippi 1,078 28,248 2.6 76,970 168.49 33.4 27,848 15.3 29,437 37.0 109.6 193.0 1.6

Missouri 2,572 84,396 2.6 185,414 205.49 32.6 65,788 15.6 72,833 40.4 250.1 592.3 1.5

Montana 374 9,479 2.5 26,361 187.07 38.4 9,354 15.2 9,955 38.6 61.5 71.5 1.1

Nebraska 858 25,032 1.5 44,216 211.51 37.7 13,113 13.7 18,405 44.1 70.1 124.3 1.3

Nevada 1,029 34,745 3.1 85,757 232.13 35.8 31,470 16.5 39,522 39.8 221.0 343.0 1.3

New Hampshire 595 21,414 1.7 23,965 259.84 37.6 9,980 17.6 8,062 29.6 30.2 116.8 0.8

New Jersey 3,792 170,850 3.5 348,752 331.22 38.2 134,575 18.9 200,236 58.2 895.1 2,091.8 1.9

New Mexico 708 20,225 2.1 37,385 207.09 37.7 14,867 17.4 15,611 42.0 71.3 135.7 0.9

New York 8,136 374,836 3.1 618,022 275.47 31.1 251,006 19.0 382,783 57.9 2,057.9 3,340.5 3.6

North Carolina 3,691 119,805 2.9 372,683 258.98 41.5 108,644 13.2 135,370 34.6 412.7 1,096.4 0.9

North Dakota 302 7,894 1.5 16,251 219.27 43.6 4,584 12.0 5,536 33.4 41.8 47.3 1.3

(Continued)
9.A Unemployment Insurance

9.2 ♦ Annual Statistical Supplement, 2003

SOURCES: Department of Labor, Employment and Training Administration and Bureau of Labor Statistics; based on data submitted by state agencies.

NOTE: Except where noted excludes data for federal employees and for ex-servicemembers; includes data for state and local government employees where covered by state 

law after 1955.

CONTACT: Thomas Stengle (202) 693-2991.

Ohio 5,255 178,311 2.5 355,347 251.05 38.5 132,425 16.1 130,169 35.1 645.2 1,486.3 1.6

Oklahoma 1,393 38,980 1.8 71,149 233.87 43.5 25,418 15.7 29,202 42.3 96.0 253.1 0.8

Oregon 1,543 51,492 4.4 174,847 276.09 43.1 68,283 18.0 78,869 42.3 462.5 862.9 1.9

Pennsylvania 5,397 191,716 3.9 560,805 291.06 42.6 208,527 17.3 197,968 35.0 1,352.5 2,639.4 3.7

Rhode Island 458 15,715 3.2 43,957 304.31 46.1 14,499 15.8 18,166 40.7 126.9 204.3 2.9

South Carolina 1,737 51,641 2.9 145,555 208.11 36.4 49,860 14.4 60,595 37.9 180.0 424.1 1.6

South Dakota 352 9,101 1.0 11,595 198.03 39.9 3,474 12.3 1,911 16.7 13.7 31.0 0.6

Tennessee 2,550 81,990 2.4 219,541 209.57 33.9 61,213 13.9 86,369 34.4 327.2 608.4 1.9

Texas 9,083 326,751 2.2 544,396 258.68 37.4 201,001 16.8 336,999 62.2 1,009.0 2,241.4 1.3

Utah 1,006 30,236 2.0 63,729 275.41 47.7 20,518 14.8 27,512 41.0 68.6 252.2 0.5

Vermont 290 8,889 2.8 27,755 250.16 42.4 8,188 14.4 6,138 22.3 38.7 97.8 2.0

Virginia 3,259 118,138 1.6 173,432 311.27 44.7 52,614 14.4 67,354 39.2 151.9 753.6 0.6

Washington 2,575 97,595 4.4 280,946 328.63 45.1 112,913 19.5 111,233 38.0 948.6 1,561.7 2.1

West Virginia 661 18,480 2.7 56,791 214.92 40.0 18,064 14.0 12,923 24.1 127.3 165.3 2.8

Wisconsin 2,660 86,009 3.4 329,518 247.17 39.7 91,290 13.3 82,176 24.5 428.2 982.3 1.9

Wyoming 232 6,619 1.5 17,775 232.01 42.3 3,444 10.0 3,579 27.3 16.4 40.4 0.8

Outlying areas

Puerto Rico 978 19,768 5.5 116,070 106.91 27.5 53,324 20.3 67,696 54.3 173.1 257.3 3.4

Virgin Islands 42 1,261 2.5 3,249 288.89 50.1 1,044 18.9 1,610 54.1 3.1 19.3 0.3

a. Based on average covered employment in 12-month period.

b. Contributions, penalties, and interest from employers and contributions from employees in states taxing workers. Adjusted to exclude refunds of contributions and 

dishonored checks. Excludes state and local government employees covered on reimbursable basis.

c. Adjusted to exclude voided benefit checks and for transfers under interstate combined-wage plan. Excludes Extended Benefits and Emergency Unemployment 

Compensation.

d. Estimated data. As a percentage of taxable payroll. Standard contribution rate for most states, 2.7 percent. Excludes state and local jurisdictions covering state and local 

government employees on a reimbursable basis.

e. Total wages earned in covered employment during all pay periods ended within the year.

f. Includes dependents' allowances for states that provide such benefits.

g. Based on average total weekly wage in current year.

h. Percentages based on first payments for 12-month period.

Table 9.A2—Summary data on state programs, by state or other area, 2002—Continued

State or area

Covered employment 

(excludes federal 

government) Insured

unemployment as

percent of

covered

employment a

Number

of first

payments

Average weekly 

benefit for total 

unemployment

Average

weekly

insured

unemployment

Average

actual

duration

(weeks)

Claimants 

exhausting benefits

Contributions

collected b

 (millions

of dollars)

Benefits

paid c

(millions

of dollars)

Average

employer

contribution

rate d

(percent)

Average

number

of

workers

(thousands)

Total

payroll e

 (millions

of dollars)

Amount f

(dollars)

Percent

of

average

weekly

wages g Number

Percent

 of first

payments h
9.B Workers’ Compensation

Annual Statistical Supplement, 2003 ♦ 9.3

SOURCES: National Academy of Social Insurance estimates based on data received from state agencies, the Department of Labor, A.M. Best Company, and the National 

Council on Compensation Insurance.

NOTE: Beginning in 1959, includes Alaska and Hawaii.

CONTACT: Virginia Reno (202) 452-8097.

Table 9.B1—Coverage, benefits, and costs, selected years 1940–2001

Year

Estimated number

of workers covered

per month (millions)

Benefits paid during year (millions of dollars)

Cost of program as

a percentage of

covered payroll a

a. Total costs to employers who purchase insurance from private carriers and state funds consist of premiums written in the calendar year plus the payments made under 

deductible provisions. For self-insured employers, the costs include benefit payments and administrative costs.

Benefits as a

percentage of

covered payroll b

b. Cash and medical benefits paid by self-insurers.

Total

Type of insurance Type of benefits

Private

carriers c

c. Net cash and medical benefits paid during calendar year by private insurance companies under standard workers’ compensation policies.

State and

federal funds d

d. Net cash and medical benefits paid by competitive and exclusive state funds and federal benefits including: those paid under the Federal Employees’ Compensation Act for 

civilian employees; the portion of the Black Lung benefit program that is financed by employers; and a portion of benefits under the Longshore and Harbor Workers’ 

Compensation Act that are not reflected in state data, namely, benefits paid by self-insured employers and by special funds under the LHWCA.

Employers’

self-insurance d Medical and

hospitalization

Compensation

payments

1940 24.6 256 135 73 48 95 161 1.19 0.72

1946 32.7 434 270 96 68 140 294 0.91 0.54

1948 36.0 534 335 121 78 175 359 0.96 0.51

1949 35.3 566 353 132 81 185 381 0.98 0.55

1950 36.9 615 381 149 85 200 415 0.89 0.54

1951 38.7 709 444 170 94 233 476 0.90 0.54

1952 39.4 785 491 193 101 260 525 0.94 0.55

1953 40.7 841 524 210 107 280 561 0.97 0.55

1954 39.8 876 540 225 110 308 568 0.98 0.57

1955 41.4 916 563 238 115 325 591 0.91 0.55

1956 43.0 1,002 618 259 125 350 652 0.92 0.55

1957 43.3 1,062 661 271 130 360 702 0.91 0.56

1958 42.5 1,112 694 285 132 375 737 0.91 0.58

1959 44.0 1,210 753 316 141 410 800 0.89 0.58

1960 44.9 1,295 810 325 160 435 860 0.93 0.59

1961 45.0 1,374 851 347 176 460 914 0.95 0.61

1962 46.2 1,489 924 371 194 495 994 0.96 0.62

1963 47.3 1,582 988 388 207 525 1,057 0.99 0.62

1964 48.8 1,707 1,070 412 226 565 1,142 1.00 0.63

1965 50.8 1,814 1,124 445 244 600 1,214 1.00 0.61

1966 53.7 2,000 1,239 486 275 680 1,320 1.02 0.61

1967 55.0 2,189 1,363 524 303 750 1,439 1.07 0.63

1968 56.8 2,376 1,482 556 338 830 1,546 1.07 0.62

1969 59.0 2,634 1,641 607 386 920 1,714 1.08 0.62

1970 59.2 3,031 1,843 755 432 1,050 1,981 1.11 0.66

1971 59.4 3,563 2,005 1,098 460 1,130 2,433 1.11 0.67

1972 62.3 4,061 2,179 1,379 504 1,250 2,811 1.14 0.68

1973 66.3 5,103 2,514 1,998 592 1,480 3,623 1.17 0.70

1974 68.0 5,781 2,971 2,086 724 1,760 4,021 1.24 0.75

1975 67.2 6,598 3,422 2,324 852 2,030 4,568 1.32 0.83

1976 69.6 7,584 3,976 2,570 1,039 2,380 5,204 1.49 0.87

1977 72.1 8,630 4,629 2,750 1,250 2,680 5,950 1.71 0.92

1978 75.6 9,796 5,256 3,043 1,497 2,980 6,816 1.86 0.94

1979 78.6 12,027 6,157 4,022 1,848 3,520 8,507 1.95 1.01

1980 78.8 13,618 7,029 4,330 2,259 3,947 9,671 1.96 1.07

1981 78.3 15,054 7,876 4,595 2,583 4,431 10,623 1.85 1.08

1982 77.0 16,407 8,647 4,768 2,993 5,058 11,349 1.75 1.16

1983 78.0 17,575 9,265 5,061 3,249 5,681 11,894 1.67 1.17

1984 81.9 19,685 10,610 5,405 3,671 6,424 13,261 1.66 1.21

1985 84.3 22,217 12,341 5,744 4,132 7,498 14,719 1.82 1.30

1986 86.0 24,613 13,827 6,248 4,538 8,642 15,971 1.99 1.37

1987 88.4 27,318 15,453 6,782 5,082 9,912 17,406 2.07 1.43

1988 91.3 30,733 17,512 7,477 5,744 11,518 19,215 2.16 1.49

1989 93.7 34,316 19,918 7,965 6,433 13,424 20,892 2.04 1.46

1990 95.1 38,238 22,222 8,658 7,358 15,187 23,051 2.13 1.57

1991 93.6 42,169 24,515 9,711 7,944 16,832 25,337 2.16 1.65

1992 94.6 44,660 24,030 10,987 9,643 18,252 26,408 2.13 1.69

1993 96.1 42,925 21,773 11,294 9,857 17,521 25,403 2.17 1.62

1994 109.6 44,586 22,306 10,753 11,527 17,194 27,392 2.05 1.51

1995 112.4 43,373 21,145 10,996 11,232 16,733 26,640 1.82 1.38

1996 114.8 41,837 20,392 10,669 10,775 16,555 25,282 1.66 1.26

1997 118.1 42,313 21,645 10,046 10,623 17,306 25,007 1.48 1.18

1998 121.5 43,355 23,069 10,109 10,177 18,122 25,233 1.35 1.12

1999 124.3 45,197 24,635 10,126 10,436 19,164 26,033 1.33 1.09

2000 124.1 47,684 26,618 10,402 10,664 20,647 27,037 1.32 1.06

2001 127.0 49,354 27,060 11,004 11,290 21,956 27,398 1.39 1.07
9.B Workers’ Compensation

9.4 ♦ Annual Statistical Supplement, 2003

SOURCES: National Academy of Social Insurance estimates based on data received from state agencies, the Department of Labor, A.M. Best Company, and the National 

Council on Compensation Insurance.

CONTACT: Virginia Reno (202) 452-8097.

Table 9.B2—Benefits, by state and federal program, 1997–2001 (in thousands of dollars)

Program 1997 1998 1999 2000 2001

Total, state and federal 42,420,642 43,463,251 45,315,531 47,806,003 49,354,474

State programs

Subtotal 39,532,961 40,487,217 42,335,025 44,726,705 46,285,207

Alabama 530,230 602,088 551,398 529,189 562,773

Alaska 128,043 127,368 130,334 145,917 171,248

Arizona 449,791 432,965 465,554 515,241 392,861

Arkansas 170,465 170,891 173,054 194,470 201,136

California 7,073,544 7,365,820 7,851,641 8,967,630 9,604,446

Colorado 820,169 810,985 738,527 835,054 581,266

Connecticut 731,830 714,822 736,857 667,056 661,471

Delaware 143,424 147,070 133,023 146,090 144,588

District of Columbia 88,449 90,386 90,232 88,661 92,463

Florida 2,442,989 2,538,353 2,768,045 2,544,777 2,639,132

Georgia 861,394 889,131 895,690 995,775 1,067,327

Hawaii 254,915 233,225 222,056 231,359 252,041

Idaho 153,209 164,327 168,642 179,370 197,151

Illinois 1,764,455 1,838,191 1,952,698 2,049,223 2,115,569

Indiana 445,840 481,073 510,992 545,863 528,005

Iowa 286,029 303,873 309,458 352,188 395,981

Kansas 313,511 318,976 326,196 341,547 340,343

Kentucky 451,246 421,386 477,867 479,338 524,566

Louisiana 439,594 442,025 464,883 493,653 501,662

Maine 282,152 253,946 265,862 266,997 263,852

Maryland 717,093 691,285 714,356 729,656 787,442

Massachusetts 746,851 728,771 733,191 828,159 763,795

Michigan 1,332,222 1,366,988 1,392,806 1,474,058 1,477,986

Minnesota 738,600 737,100 744,500 797,800 908,100

Mississippi 231,413 234,873 253,664 269,342 271,163

Missouri 979,857 979,596 1,021,046 1,084,687 1,108,464

Montana 142,957 136,975 145,996 169,763 172,725

Nebraska 216,949 164,382 198,276 211,285 237,045

Nevada 324,204 331,419 384,283 360,915 380,756

New Hampshire 173,562 169,663 190,073 181,900 214,755

New Jersey 1,079,724 1,096,758 1,152,102 1,198,172 1,198,095

New Mexico 135,684 128,290 135,903 146,374 162,022

New York 2,619,771 2,600,961 2,795,769 2,909,115 2,978,224

North Carolina 687,291 810,188 813,823 853,318 867,965

North Dakota 68,312 68,929 69,912 74,406 79,633

Ohio 2,035,906 2,076,545 2,038,742 2,098,528 2,249,200

Oklahoma 578,371 536,420 496,500 484,911 497,008

Oregon 417,222 430,521 384,110 412,471 455,625

Pennsylvania 2,492,347 2,418,072 2,467,114 2,402,614 2,440,407

Rhode Island 113,382 109,471 110,952 109,433 114,599

South Carolina 459,377 467,277 511,735 596,526 532,374

South Dakota 69,649 67,088 72,509 66,991 74,950

Tennessee 473,498 550,819 586,363 642,201 682,927

Texas 1,476,585 1,591,818 1,874,975 2,004,504 2,043,451

Utah 170,321 188,543 195,774 187,729 209,192

Vermont 86,097 91,436 106,389 112,349 105,017

Virginia 562,402 658,466 629,348 680,911 664,632

Washington 1,217,522 1,286,680 1,395,246 1,527,657 1,637,714

West Virginia a

a. Preliminary estimates under review by the state.

 614,061 644,294 687,002 690,377 712,495

Wisconsin 670,070 703,610 724,360 768,282 921,857

Wyoming 70,382 73,080 75,196 82,875 97,706

Federal programs b

b. Federal benefits include those paid under the Federal Employees’ Compensation Act for civilian employees; the portion of the Black Lung benefit program that is financed 

by employers; and a portion of benefits under the Longshore and Harbor Workers’ Compensation Act that are not reflected in state data, namely, benefits paid by selfinsured employers and special funds under the LHWCA.

Subtotal 2,887,681 2,976,034 2,980,506 3,079,298 3,069,267

Civilian employee 1,900,779 2,009,862 1,999,915 2,118,859 2,223,088
9.B Workers’ Compensation

Annual Statistical Supplement, 2003 ♦ 9.5

Table 9.B3—Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2001

(in thousands of dollars)

Program

Benefits paid by type of insurer Medical benefits paid

Total

Private

carriers a State

funds

Selfinsurance b Total

As a percentage

of total benefits

Total, state and federal 49,354,474 . . . . . . . . . 21,955,890 44.5

State programs

Subtotal 46,285,207 27,060,245 7,934,591 11,290,374 21,175,714 45.8

Alabama 562,773 304,347 . . . 258,425 329,138 58.5

Alaska 171,248 133,209 . . . 38,038 95,602 55.8

Arizona 392,861 171,438 141,660 79,762 241,217 c 61.4

Arkansas 201,136 138,650 . . . 62,485 123,095 c 61.2

California 9,604,446 5,309,044 1,471,260 2,824,142 4,467,765 46.5

Colorado 581,266 303,608 116,312 161,346 260,999 44.9

Connecticut 661,471 473,669 . . . 187,803 276,495 c 41.8

Delaware 144,588 97,935 . . . 46,654 67,470 d 46.7

District of Columbia 92,463 75,842 . . . 16,622 33,076 35.8

Florida 2,639,132 1,887,602 . . . 751,530 1,496,388 c 56.7

Georgia 1,067,327 753,118 . . . 314,209 515,519 c 48.3

Hawaii 252,041 164,739 12,688 74,614 103,304 41.0

Idaho 197,151 90,255 96,256 10,640 110,799 c 56.2

Illinois 2,115,569 1,617,229 . . . 498,340 949,890 c 44.9

Indiana 528,005 446,371 . . . 81,634 343,830 c 65.1

Iowa 395,981 324,016 . . . 71,965 182,943 c 46.2

Kansas 340,343 240,567 . . . 99,776 194,336 c 57.1

Kentucky 524,566 338,591 34,799 151,176 288,952 55.1

Louisiana 501,662 248,848 108,171 144,643 265,379 c 52.9

Maine 263,852 108,726 68,126 87,000 115,433 43.7

Maryland 787,442 391,391 211,926 184,125 311,194 39.5

Massachusetts 763,795 650,701 . . . 113,095 269,793 35.3

Michigan 1,477,986 809,463 . . . 668,523 482,602 32.7

Minnesota 908,100 613,300 91,600 203,200 432,300 47.6

Mississippi 271,163 169,687 . . . 101,477 148,208 54.7

Missouri 1,108,464 859,909 72,305 176,251 452,771 40.8

Montana 172,725 71,065 70,858 30,802 90,882 52.6

Nebraska 237,045 173,097 . . . 63,948 120,251 50.7

Nevada 380,756 235,531 . . . 145,226 148,169 38.9

New Hampshire 214,755 167,420 . . . 47,335 121,981 c 56.8

New Jersey 1,198,095 1,082,604 . . . 115,492 577,487 d 48.2

New Mexico 162,022 96,854 16,660 48,508 91,688 56.6

New York 2,978,224 1,440,904 797,109 740,211 913,244 30.7

North Carolina 867,965 678,689 . . . 189,276 388,848 c 44.8

North Dakota 79,633 404 79,229 . . . 44,125 55.4

(Continued)
9.B Workers’ Compensation

9.6 ♦ Annual Statistical Supplement, 2003

SOURCES: National Academy of Social Insurance estimates based on data received from state agencies, the Department of Labor, A.M. Best Company, and the National 

Council on Compensation Insurance.

NOTE: . . . = not applicable.

CONTACT: Virginia Reno (202) 452-8097.

State programs (cont.)

Ohio 2,249,200 34,210 1,762,619 452,371 999,803 44.5

Oklahoma 497,008 286,686 118,987 91,334 237,073 c 47.7

Oregon 455,625 223,980 191,825 39,820 216,747 47.6

Pennsylvania 2,440,407 1,724,421 146,715 569,271 953,435 39.1

Rhode Island 114,599 47,644 50,457 16,498 26,737 23.3

South Carolina 532,374 367,262 39,444 125,668 140,893 26.5

South Dakota 74,950 69,399 . . . 5,551 41,635 55.6

Tennessee 682,927 525,158 . . . 157,769 353,073 c 51.7

Texas 2,043,451 1,611,537 245,144 186,770 1,232,201 c 60.3

Utah 209,192 78,161 92,935 38,095 139,322 c 66.6

Vermont 105,017 87,606 . . . 17,412 47,363 c 45.1

Virginia 664,632 517,285 . . . 147,347 374,852 c 56.4

Washington 1,637,714 27,538 1,187,235 422,941 563,451 34.4

West Virginia 712,495 . . . 615,581 96,916 192,387 27.0

Wisconsin 921,857 787,518 . . . 134,339 535,599 c 58.1

Wyoming 97,706 3,017 94,689 . . . 65,967 67.5

Federal programs e

Subtotal 3,069,267 . . . . . . . . . 780,176 25.4

Civilian employee 2,223,088 . . . . . . . . . 623,057 28.0

a. States with exclusive funds (Nevada, North Dakota, Ohio, Washington, West Virginia, and Wyoming) also have small amounts of benefits paid by private carriers. This 

results from two sources: companies with group policies that overlap states and the fact that some companies include excess workers’ compensation coverage in their 

reports of workers’ compensation benefits to A.M. Best Company.

b. Self-insurance includes individual self-insurers and group self-insurance.

c. Medical percentages based on data provided by the National Council on Compensation Insurance.

d. Medical percentage based on the weighted average of states where medical data were available.

e. Federal benefits include those paid under the Federal Employees’ Compensation Act for civilian employees; the portion of the Black Lung benefit program that is financed 

by employers; and a portion of benefits under the Longshore and Harbor Workers’ Compensation Act that are not reflected in state data, namely, benefits paid by selfinsured employers and special funds under the LHWCA.

Table 9.B3—Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2001

(in thousands of dollars)—Continued

Program

Benefits paid by type of insurer Medical benefits paid

Total

Private

carriers a State

funds

Selfinsurance b Total

As a percentage

of total benefits
9.C Temporary Disability Insurance

Annual Statistical Supplement, 2003 ♦ 9.7

SOURCES: State agencies and Railroad Retirement Board.

NOTE: . . . = not applicable.

CONTACT: Rita L. DiSimone (202) 358-6221.

Table 9.C1—Selected data on state and railroad programs, 2000

State and program a

a. Statutory programs providing short-term cash benefits to employees unable to work because of nonoccupational illness or injury.

Average

annual

covered

employment

(thousands)

Taxable

payrolls

(millions of

dollars)

Average

weekly

number of

beneficiaries

(thousands)

Average

weekly

benefit

(dollars)

Average

duration

per period

paid (weeks)

Contributions

collected

(millions of

dollars)

Net benefits

paid

(millions of

dollars)

Administrative

expenditures b

(millions of

dollars)

b. State cost of administering state program and of supervising private plans.

California c

c. Benefits and beneficiary data are for periods paid or terminated in 2000.

12,693 359,670 d

d. Data not available.

ddd 2,305.5 162.0

State-operated fund 12,210 336,173 85.0 255.62 12.61 2,102.0 2,133.1 132.0

Private plans 482 23,497 d 399.17 12.34 182.0 172.4 30.0

Hawaii e (private plans)

e. Includes data not shown separately for special fund for workers whose disability begins during unemployment. In 2000, the fund paid $47,386 in benefits.

344 7,313 26.6 351.00 3.24 50.8 30.2 d

New Jersey f

f. State fiscal year data.

g 3,503

g. Estimated data.

ddddd 470.3 30.3

State-operated fund g 2,806 g 52,300 d 309.00 d 415.4 h 375.2

h. Data are for calendar year (January 1–December 31).

27.5

Private plans g 697 ddddd 122.2 2.8

New York 6,439 i

 41,872

i. First $7,000 of earnings of each employee, which was paid by the employer during the calendar year.

48.0 185.25 7.15 d 521.5 f 8.7

Special state fund j

j. For workers whose disability begins during unemployment.

. . . . . . 0.4 146.47 14.57 d 3.4 d

Private plans k

k. Includes State Insurance Fund of $11.4 million.

6,439 41,872 47.5 184.61 7.11 d l

 518.1

l. Includes medical, surgical, and hospital benefits amounting to $61.9 million paid under approved plans.

d

Puerto Rico 644 13,086 dddd 14.9 3.9

State-operated fund 124 9,229 1.2 87.65 8.70 12.9 5.6 3.5

Private plans 520 3,857 1.8 97.17 8.01 1.0 9.3 0.4

Rhode Island (state-operated fund) 409 9,860 8.3 288.93 9.90 135.0 125.4 6.6

Railroad (publicly operated fund) 246 3,091 m 6.0

m. For 14-day registration period.

n 228.25

n. For benefit year 1999–2000 (July 1, 1999–June 30, 2000).

n 14.00 o 48.5

o. Single system of contributions and administrative operations for railroad unemployment insurance and temporary disability; collections amounted to $48.5 million and 

administrative expenses to $15.7 million for the system in 2000.

p 44.7

p. Of this amount, $40.7 million was for regular benefits and $4 million for extended benefits.

o 15.7
9.D Black Lung Benefits

9.8 ♦ Annual Statistical Supplement, 2003

Table 9.D1—Benefits currently payable to miners, widows, and dependents, December 1970–2002

Year

Number Benefits (thousands of dollars)

Total Miners Widows Dependents a

a. Includes wives of living miners, divorced wives, children, and dependent brothers and sisters of miners. 

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data.

CONTACT: Wayne Tacy (301) 306-6699 or Joseph Bondar (410) 965-0162. 

Monthly

amount

Annual

amount

1970 111,976 43,921 24,889 43,166 12,500 111,000

1971 231,729 77,213 67,358 87,158 27,200 378,900

1972 298,963 101,802 88,067 109,094 37,800 554,400

1973 461,491 159,837 124,154 177,500 63,700 1,045,200

1974 487,216 169,097 134,700 183,419 71,500 951,300

1975 482,311 165,405 139,407 177,499 75,500 947,700

1976 469,655 158,087 142,495 169,073 77,400 963,300

1977 457,399 148,720 144,543 164,136 80,500 942,200

1978 439,970 138,648 145,829 155,493 82,300 965,100

1979 418,948 129,558 146,527 142,863 86,500 983,100

1980 399,477 120,235 146,603 132,639 91,400 1,032,000

1981 376,505 111,249 146,173 119,083 91,700 1,081,300

1982 354,569 102,234 144,863 107,472 90,800 1,076,000

1983 333,358 93,694 142,967 96,697 86,300 1,055,800

1984 313,822 85,658 140,995 87,169 85,300 1,038,000

1985 294,846 77,836 138,328 78,682 83,700 1,025,000

1986 275,783 70,253 135,033 70,497 78,900 971,000

1987 258,988 63,573 131,561 63,854 76,800 940,000

1988 241,626 56,977 127,322 57,327 73,500 904,000

1989 225,764 51,048 123,220 51,496 72,000 882,000

1990 210,678 45,643 118,705 46,330 70,000 863,400

1991 196,419 40,703 114,046 41,670 68,400 844,400

1992 182,396 35,971 109,091 37,334 66,500 822,500

1993 168,365 31,664 103,334 33,367 64,100 794,300

1994 155,172 27,828 97,414 29,930 60,600 751,900

1995 143,011 24,573 91,517 26,921 56,100 696,700

1996 131,143 21,477 85,559 24,107 52,600 654,600

1997 119,233 18,488 79,238 21,507 49,255 614,888

1998 109,271 15,964 73,420 19,887 46,204 576,389

1999 98,977 13,635 67,359 17,983 43,225 541,200

2000 89,355 11,587 61,542 16,226 40,625 509,290

2001 79,518 9,779 55,412 14,327 37,324 470,362

2002 71,584 8,394 50,404 12,786 35,017 439,337
9.D Black Lung Benefits

Annual Statistical Supplement, 2003 ♦ 9.9

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data. 

CONTACT: Wayne Tacy (301) 306-6699 or Joseph Bondar (410) 965-0162.

Table 9.D2—Benefits currently payable to miners, widows, and dependents, by state or other area, December 2002

State or area

Number Monthly amount (thousands of dollars) 

Total Miners Widows Dependents a

a. Includes wives of living miners, divorced wives, children, and dependent brothers and sisters of miners.

Total Miners b

b. Includes benefits for wives and children.

Widows c

c. Includes benefits for surviving children, brothers, sisters, and divorced wives. Prior to December 1997, monthly payments for surviving children were included with payments 

to miners.

All areas 71,584 8,394 50,404 12,786 35,017 5,818 29,199

Alabama 2,860 200 2,162 498 1,409 139 1,270

Alaska 11 d

d. Not shown to avoid disclosure of information regarding particular individuals.

10 d 6 d 6

Arizona 224 19 180 25 113 13 100

Arkansas 415 44 323 48 206 30 175

California 483 39 388 56 244 25 218

Colorado 504 43 403 58 253 30 223

Connecticut 143 6 124 13 72 4 69

Delaware 94 8 77 9 47 5 42

District of Columbia 21 2 17 2 10 2 9

Florida 1,679 198 1,206 275 823 141 681

Georgia 322 29 244 49 157 19 139

Hawaii 4 ddd 2 d d

Idaho 28 3 20 5 14 2 11

Illinois 2,511 186 2,031 294 1,264 125 1,139

Indiana 1,355 124 1,016 215 681 85 597

Iowa 298 27 229 42 150 18 132

Kansas 123 3 110 10 63 2 61

Kentucky 10,359 1,680 6,198 2,481 4,900 1,200 3,700

Louisiana 37 4 27 6 18 3 16

Maine 4 d d d 2 d d

Maryland 659 59 495 105 330 39 291

Massachusetts 37 d 31 d 19 d 18

Michigan 805 55 638 112 409 37 371

Minnesota 23 d 19 d 12 d 11

Mississippi 47 4 35 8 23 3 20

Missouri 233 12 194 27 118 8 110

Montana 81 7 65 9 41 5 37

Nebraska 8 d 7 d 4 d 4

Nevada 65 3 56 6 33 2 31

New Hampshire 3 d d d 2 d d

New Jersey 523 28 443 52 265 19 245

New Mexico 164 10 126 28 80 8 73

New York 453 20 373 60 230 14 215

North Carolina 652 61 480 111 321 43 278

North Dakota 4 d d d 2 d d

Ohio 4,371 361 3,296 714 2,183 251 1,933

Oklahoma 319 40 236 43 157 27 131

Oregon 54 6 38 10 27 4 23

Pennsylvania 17,377 1,790 13,259 2,328 8,674 1,185 7,488

Rhode Island 7 d d d 4 d d

South Carolina 227 17 166 44 112 13 99

South Dakota 2 d d d 1 d d

Tennessee 2,869 309 2,032 528 1,401 215 1,186

Texas 206 15 155 36 103 9 94

Utah 345 44 254 47 170 30 140

Vermont 6 d d d 3 d d

Virginia 5,758 868 3,671 1,219 2,763 617 2,146

Washington 132 12 107 13 66 8 58

West Virginia 14,413 2,040 9,215 3,158 6,896 1,428 5,469

Wisconsin 38 3 33 2 19 2 18

Wyoming 121 7 101 13 61 5 56

Outlying areas e

e. Includes beneficiaries residing in American Samoa, Guam, Northern Mariana Islands, Puerto Rico, Virgin Islands, and foreign countries.

107 686 15 55 550
9.F Veterans’ Benefits

9.10 ♦ Annual Statistical Supplement, 2003

SOURCE: Department of Veterans Affairs, published and unpublished data.

NOTE: . . . = not applicable.

CONTACT: Mike Wells (202) 273-5106.

Table 9.F1—Number of disability compensation or pension payments, by type of payment and age of beneficiary, 

selected years, 1940–2002 (in thousands)

Year Total a

a. Persons receiving payments under special acts and as retired emergency and reserve officers are included in the total but not in the distribution.

Service-connected

Not service-connected

All

ages

Under age 65 Aged 65 or older

Subtotal

Disability rating b

b. Disability rated by the Department of Veterans Affairs according to average impairment of earning capacity, graduated in intervals from 10 percent to 100 percent.

Subtotal

Disability rating b

Less than

70 percent

70–100

percent

Less than

70 percent

70–100

percent

All

ages

Under

age 65

Aged

65 or older

As of June 30

1940 610 385 . . . . . . . . . . . . . . . . . . 189 . . . . . .

1945 1,144 912 . . . . . . . . . . . . . . . . . . 159 . . . . . .

1950 2,368 1,990 . . . . . . . . . . . . . . . . . . 290 . . . . . .

1955 2,669 2,076 . . . . . . . . . . . . . . . . . . 531 . . . . . .

1956 2,739 2,083 2,026 1,841 185 57 43 14 597 319 278

As of June 20

1957 2,797 2,074 2,004 1,825 179 70 53 17 670 304 366

1958 2,850 2,064 1,980 1,807 173 84 65 19 741 279 462

1959 2,934 2,053 1,952 1,781 171 101 78 23 841 257 584

1960 3,009 2,027 1,908 1,746 162 119 93 26 947 219 728

1961 3,107 2,000 1,868 1,711 158 131 104 27 1,077 182 895

1962 3,150 1,987 1,849 1,693 156 138 109 29 1,138 166 972

1963 3,181 1,989 1,844 1,686 158 145 115 30 1,170 165 1,005

1964 3,197 1,993 1,846 1,684 162 147 117 30 1,186 176 1,010

1965 3,217 1,992 1,846 1,679 167 146 117 29 1,210 197 1,013

1966 3,201 1,993 1,850 1,677 173 143 115 28 1,196 221 975

1967 3,182 1,999 1,858 1,683 175 141 114 27 1,173 243 930

1968 3,164 2,011 1,873 1,696 177 138 112 26 1,145 265 880

1969 3,160 2,039 1,904 1,712 192 135 110 25 1,114 286 828

1970 3,181 2,091 1,950 1,754 196 141 116 25 1,086 310 776

1971 3,222 2,146 1,995 1,780 215 151 128 23 1,073 335 738

1972 3,269 2,183 2,022 1,804 218 161 135 26 1,086 381 705

1973 3,257 2,204 2,028 1,806 222 176 150 26 1,053 402 651

1974 3,241 2,211 2,018 1,796 222 193 165 28 1,030 410 620

1975 3,227 2,220 2,006 1,784 222 214 185 29 1,006 430 576

1976 3,236 2,232 1,996 1,767 229 236 209 27 1,003 456 547

As of September 30

1977 3,280 2,248 1,989 1,759 230 258 226 32 1,032 505 527

1978 3,284 2,259 1,971 1,741 230 288 254 34 1,025 516 509

1979 3,241 2,267 1,944 1,717 227 323 285 38 974 500 474

1980 3,196 2,274 1,912 1,689 223 362 320 42 922 467 455

1981 3,154 2,279 1,873 1,656 217 406 359 47 875 438 437

1982 3,096 2,274 1,818 1,606 210 456 404 52 824 406 418

1983 3,044 2,263 1,744 1,544 200 519 461 58 781 373 408

1984 2,980 2,251 1,666 1,476 190 585 520 65 729 339 390

1985 2,931 2,240 1,589 1,408 181 651 579 72 690 306 384

1986 2,883 2,225 1,505 1,335 169 720 641 79 658 274 384

1987 2,844 2,212 1,428 1,268 160 784 698 86 631 244 387

1988 2,804 2,199 1,361 1,209 153 838 746 92 606 219 387

1989 2,776 2,192 1,302 1,156 146 890 792 98 584 196 388

1990 2,746 2,184 1,253 1,113 140 931 828 102 562 175 387

1991 2,709 2,179 1,238 1,098 140 941 838 103 530 156 375

1992 2,674 2,181 1,245 1,104 141 936 833 103 493 138 354

1993 2,660 2,198 1,265 1,122 143 932 828 104 462 128 335

1994 2,659 2,218 1,290 1,144 146 928 824 104 441 122 319

1995 2,669 2,236 1,310 1,158 152 926 819 107 433 120 313

1996 2,671 2,253 1,330 1,171 158 923 814 109 418 116 302

1997 2,667 2,263 1,346 1,178 168 917 805 112 404 112 292

1998 2,668 2,277 1,372 1,191 180 905 790 115 391 110 281

1999 2,673 2,294 1,404 1,209 195 890 771 119 379 113 266

2000 2,672 2,308 1,435 1,224 211 874 751 123 364 115 249

2001 2,669 2,321 1,464 1,238 226 857 731 126 348 116 232

2002 2,745 2,398 1,546 1,288 258 852 716 136 347 125 222
9.G TANF/AFDC and Emergency Assistance

Annual Statistical Supplement, 2003 ♦ 9.11

Table 9.G1—Average monthly number of families and recipients, total amount of cash assistance, and average 

monthly payment, selected years 1936–2002

Year 

Temporary Assistance for Needy Families/

Aid to Families with Dependent Children a

a. Thirty-four states had converted to TANF as of January 1, 1997; eight phased in over the next 5 months; the remaining 12 waited until July 1, 1997. 

Emergency Assistance b

b. Reporting initiated July 1969. Number of states with program: 1969–1970, 23; 1971, 24; 1972, 27; 1973–1975, 29; 1976–1978, 26; 1979, 24; 1980–1984, 27; 1985–1986, 

28; 1987, 29; 1988, 30; 1989, 31; 1990, 33; 1991, 34; 1992, 34; 1993, 35; 1994, 49; 1995, 50; 1996, 51; and 1997, 34. Program ended June 30, 1997.

Average monthly number (thousands) Amount of assistance c

c. TANF expenditures include cash payments and services.

Average

monthly

number

of families

(thousands)

Total

assistance

 payments

during year

(thousands

of dollars)

Average

monthly

payment

per family

Families (dollars)

Recipients

Total

(thousands

of dollars)

Monthly average (dollars)

Total Children Family Recipient

1936 147 534 361 49,678 28.15 7.75 . . . . . . . . .

1940 349 1,182 840 133,770 31.98 9.43 . . . . . . . . .

1945 259 907 656 149,667 48.18 13.75 . . . . . . . . .

1950 644 2,205 1,637 551,653 71.33 17.64 . . . . . . . . .

1955 612 2,214 1,673 617,841 84.17 23.26 . . . . . . . . .

1960 787 3,005 2,314 1,000,784 105.75 27.75 . . . . . . . . .

1961 869 3,354 2,587 1,156,769 110.97 28.74 . . . . . . . . .

1962 931 3,676 2,818 1,298,774 116.30 29.44 . . . . . . . . .

1963 947 3,876 2,909 1,365,851 120.19 29.36 . . . . . . . . .

1964 992 4,118 3,091 1,510,352 126.88 30.57 . . . . . . . . .

1965 1,039 4,329 3,256 1,660,186 133.20 31.96 . . . . . . . . .

1966 1,088 4,513 3,411 1,863,925 142.83 34.42 . . . . . . . . .

1967 1,217 5,014 3,771 2,266,400 155.19 37.67 . . . . . . . . .

1968 1,410 5,705 4,275 2,849,298 168.41 41.62 . . . . . . . . .

1969 1,698 6,706 4,985 3,563,427 174.89 44.28 7.5 6,699 117.23

1970 2,208 8,466 6,214 4,852,964 183.13 47.77 7.5 11,396 126.14

1971 2,762 10,241 7,434 6,203,528 187.16 50.48 11.1 19,843 148.54

1972 3,049 10,947 7,905 6,909,260 188.87 52.60 19.9 44,180 184.91

1973 3,148 10,949 7,902 7,212,035 190.91 54.89 18.8 39,265 174.05

1974 3,230 10,864 7,822 7,916,563 204.27 60.72 31.3 64,031 170.38

1975 3,498 11,346 8,095 9,210,995 219.44 67.65 38.3 77,516 168.85

1976 3,579 11,304 8,001 10,140,543 236.10 74.75 27.5 55,673 168.43

1977 3,588 11,050 7,773 10,603,820 246.27 79.97 32.8 66,132 168.05

1978 3,522 10,570 7,402 10,730,415 253.89 84.60 34.5 80,919 195.24

1979 3,509 10,312 7,179 11,068,864 262.86 89.45 35.7 84,043 195.92

1980 3,712 10,774 7,419 12,475,245 280.03 96.49 48.6 113,238 194.29

1981 3,835 11,079 7,527 12,981,115 282.04 97.64 49.1 123,467 209.51

1982 3,542 10,258 6,903 12,877,906 303.02 103.60 27.5 102,344 d 278.54

d. Excludes family count and expenditures for states providing only partial data.

1983 3,686 10,761 7,098 13,837,228 312.82 107.16 30.0 125,246 d 283.15

1984 3,714 10,831 7,144 14,503,710 325.44 111.60 32.1 141,137 d 276.97

1985 3,701 10,855 7,198 15,195,835 342.15 116.65 32.6 157,304 d 312.98

1986 3,763 11,038 7,334 16,033,074 355.04 121.05 34.8 178,284 d 362.45

1987 3,776 11,027 7,366 16,372,535 361.37 123.73 42.4 213,903 d 358.29

1988 3,749 10,915 7,329 16,826,794 374.07 128.47 48.8 278,906 d 420.89

1989 3,799 10,993 7,420 17,465,943 383.14 132.40 48.7 296,841 d 461.45

1990 4,057 11,695 7,917 19,066,541 391.67 135.86 56.0 348,986 d 476.50

1991 4,467 12,930 8,715 20,930,600 390.44 134.89 59.7 302,894 d 422.07

1992 4,829 13,773 9,303 21,655,881 373.71 131.03 52.7 272,853 d 431.41

1993 5,012 14,205 9,574 22,688,016 377.24 133.10 56.8 387,113 d 568.17

1994 5,035 14,154 9,570 22,827,399 377.78 134.30 60.5 802,258 d 1,105.95

1995 4,791 13,418 9,135 21,608,686 375.31 134.21 84.1 3,447,361 d 3,415.93

1996 4,434 12,321 8,469 20,614,437 386.68 139.44 69.8 2,708,401 d 3,235.10

1997 3,740 10,376 7,042 22,031,399 490.01 176.95 81.8 403,138 d 410.74

1998 e

e. 1998 was the first full year under the TANF data reporting system for all states.

SOURCE: Department of Health and Human Services.

NOTES: Includes nonmedical vendor payments. Includes Alaska and Hawaii, beginning in 1943; Puerto Rico and the Virgin Islands, beginning in October 1950; and Guam, 

beginning in July 1959. 

. . . = not applicable.

CONTACT: Evelyn Mills (202) 401-4055.

3,050 8,347 6,034 12,925,846 353.13 129.04 . . . . . . . . .

1999 2,554 6,824 4,863 10,925,434 356.48 133.42 . . . . . . . . .

2000 2,213 5,768 4,260 10,472,620 394.36 151.30 . . . . . . . . .

2001 2,102 5,352 3,981 10,007,329 396.74 155.82 . . . . . . . . .

2002 2,045 5,059 3,790 10,105,222 411.69 166.45 . . . . . . . . .
9.G TANF/AFDC and Emergency Assistance

9.12 ♦ Annual Statistical Supplement, 2003

Table 9.G2—Average monthly number of families and recipients of Temporary Assistance for Needy Families and 

total amount of assistance, by state or other area, 2002

State or area

TANF

effective date a

a. Transition from Aid to Families with Dependent Children (AFDC) to Temporary Assistance for Needy Families (TANF) reporting systems occurred July 1, 1997, or 6 months 

after TANF effective date, whichever was later. 

Average monthly number Amount of assistance b

b. TANF expenditures include cash payments and services.

Families

Recipients Total

(thousands of dollars)

Monthly average (dollars)

Total Children Family Recipient

All areas . . . 2,045,477 5,059,227 3,789,975 10,105,222 411.69 166.45

Alabama 11/15/96 17,959 42,451 33,757 37,785 175.33 74.17

Alaska 7/1/97 5,926 17,219 11,666 49,824 700.70 241.13

Arizona 10/1/96 42,089 98,953 73,511 137,117 271.48 115.47

Arkansas 7/1/97 11,875 27,313 20,265 32,662 229.21 99.65

California 11/26/96 458,701 1,145,965 902,674 3,609,291 655.71 262.46

Colorado 7/1/97 12,409 32,434 23,925 52,316 351.32 134.42

Connecticut 10/1/96 23,060 51,192 36,399 121,240 438.14 197.36

Delaware 3/10/97 5,504 12,487 9,514 16,374 247.91 109.27

District of Columbia 3/1/97 16,357 42,147 31,533 65,754 335.00 130.01

Florida 10/1/96 58,795 122,272 98,645 176,176 249.70 120.07

Georgia 1/1/97 54,475 130,347 100,932 146,835 224.62 93.87

Hawaii 7/1/97 10,657 28,853 20,207 68,203 533.32 196.99

Idaho 7/1/97 1,420 2,494 2,035 4,983 292.46 166.51

Illinois 7/1/97 45,070 123,120 98,945 79,216 146.47 53.62

Indiana 10/1/96 50,766 141,500 102,088 163,780 268.85 96.45

Iowa 1/1/97 20,011 52,792 35,466 79,094 329.38 124.85

Kansas 10/1/96 14,245 36,651 25,807 51,259 299.87 116.55

Kentucky 10/18/96 34,805 77,119 57,068 99,600 238.47 107.63

Louisiana 1/1/97 23,349 59,550 47,670 66,703 238.06 93.34

Maine 11/1/96 9,632 25,092 17,104 34,554 298.94 114.76

Maryland 12/9/96 26,820 63,874 47,432 111,310 345.85 145.22

Massachusetts 9/30/96 47,961 109,254 77,305 308,346 535.76 235.19

Michigan 9/30/96 73,374 197,791 146,197 338,767 384.75 142.73

Minnesota 7/1/97 36,174 94,948 68,319 166,042 382.51 145.73

Mississippi 10/1/96 18,318 42,221 31,552 32,018 145.66 63.20

Missouri 12/1/96 44,371 116,427 82,609 131,153 246.32 93.87

Montana 12/16/96 5,967 16,810 11,036 31,442 439.10 155.87

Nebraska 12/1/96 10,544 25,944 18,790 43,067 340.39 138.33

Nevada 12/3/96 11,504 28,283 21,021 43,959 318.44 129.52

New Hampshire 10/1/96 6,124 14,659 10,017 36,329 494.36 206.53

New Jersey 2/1/97 41,714 101,856 76,790 182,629 364.85 149.42

New Mexico 7/1/97 16,830 46,079 32,772 61,714 305.57 111.61

New York 12/2/96 157,723 368,707 264,324 1,027,086 542.66 232.14

North Carolina 1/1/97 42,133 88,904 68,715 109,462 216.50 102.60

North Dakota 7/1/97 3,267 8,403 5,991 16,071 409.89 159.39

Ohio 10/1/96 83,958 189,466 140,776 306,909 304.62 134.99

Oklahoma 10/1/96 14,946 37,168 28,390 35,878 200.04 80.44

Oregon 10/1/96 18,202 41,573 30,573 115,886 530.54 232.29

Pennsylvania 3/3/97 80,037 208,557 153,497 718,108 747.68 286.94

Rhode Island 5/1/97 14,113 38,048 26,516 72,806 429.89 159.46

South Carolina 10/12/96 21,370 52,657 38,131 40,622 158.41 64.29

South Dakota 12/1/96 2,859 6,587 5,379 11,032 321.58 139.56

Tennessee 10/1/96 64,047 167,525 120,681 131,274 170.80 65.30

Texas 11/5/96 131,128 333,394 255,514 284,922 181.07 71.22

Utah 10/1/96 7,897 20,236 14,558 37,954 400.54 156.30

Vermont 9/20/96 5,069 13,250 8,502 32,218 529.67 202.64

Virginia 2/1/97 30,302 67,959 49,464 92,715 254.97 113.69

Washington 1/10/97 53,833 135,943 94,757 283,702 439.17 173.91

West Virginia 1/11/97 15,669 40,900 27,747 67,903 361.13 138.35

Wisconsin 9/30/96 19,323 46,329 37,352 103,977 448.42 187.03

Wyoming 1/1/97 438 800 673 1,016 193.46 105.87

Outlying areas

Guam 7/1/97 c

c. Not available.

SOURCE: Department of Health and Human Services.

NOTE: . . . = not applicable.

CONTACT: Evelyn Mills (202) 401-4055.

c c ccc

Puerto Rico 7/1/97 21,792 62,614 43,820 34,560 132.16 46.00

Virgin Islands 7/1/97 566 2,112 1,568 1,577 232.02 62.22
9.H Food Stamps

Annual Statistical Supplement, 2003 ♦ 9.13

Table 9.H1—Number of participants, total annual benefits, and average benefit, fiscal years 1962–2002

Year

Average number

of participants

(thousands)

Total annual benefits

(thousands of dollars)

Average

monthly benefit a

(dollars)

a. That portion of the food stamp allotment, before the elimination of the purchase requirement, represented the government's share of total food stamps received. Since 

January 1979, only the bonus portion of the total food stamp allotment is received by participants.

1962 143 13,153 7.66

1963 226 18,639 6.87

1964 367 28,643 6.50

1965 424 32,494 6.39

1966 864 64,781 6.25

1967 1,447 105,455 6.07

1968 2,211 172,982 6.52

1969 2,878 228,587 6.62

1970 4,340 550,806 10.58

1971 9,368 1,522,904 13.55

1972 11,103 1,794,875 13.47

1973 12,190 2,102,133 14.37

1974 12,896 2,725,988 17.62

1975 17,063 4,386,144 21.42

1976 18,557 5,310,133 23.85

1977 17,058 5,057,700 24.71

1978 16,044 5,165,209 26.83

1979 17,710 6,484,538 30.51

1980 21,077 8,685,521 34.34

1981 22,430 10,615,964 39.44

1982 b

b. Excludes participants and benefits under the Puerto Rico Nutrition Assistance Program after July 1, 1982.

21,716 10,205,799 39.18

1983 21,630 11,153,867 42.98

1984 20,858 10,696,100 42.74

1985 19,910 10,744,200 44.99

1986 19,428 10,604,950 45.49

1987 19,113 10,500,344 45.78

1988 18,644 11,149,051 50.00

1989 18,766 10,676,436 51.85

1990 20,038 14,184,028 59.01

1991 22,629 17,307,235 63.89

1992 25,403 20,899,531 68.57

1993 c

c. Revised data.

SOURCE: Department of Agriculture, Food and Nutrition Service.

NOTE: Between 1974 and 1979, Supplemental Security Income (SSI) recipients were made ineligible for food stamps in California, Massachusetts, Wisconsin, and selected 

counties in New York and Virginia because those areas supplemented SSI payments in amounts that included the value of food stamps. As of 1983 and 1992, SSI recipients 

were returned to the Food Stamp program in Massachusetts and Wisconsin, respectively, when those states chose to stop including a value for food stamps in the SSI 

supplement.

CONTACT: Jenny Genser (703) 305-2152.

26,982 22,006,031 67.96

1994 c 27,468 22,748,559 69.01

1995 c 26,619 22,765,478 71.27

1996 25,533 22,440,298 73.23

1997 22,851 19,555,263 71.31

1998 19,787 16,879,929 71.09

1999 18,123 15,761,615 72.23

2000 17,155 14,985,093 72.79

2001 17,313 15,546,941 74.83

2002 19,094 18,257,136 79.68
9.J Low-Income Home Energy Assistance Program

9.14 ♦ Annual Statistical Supplement, 2003

Table 9.J1—Number of households receiving home energy assistance, by state and type of assistance,

fiscal year 2001

State Heating Cooling

Energy crisis intervention Low-cost residential

weatherization and energyWinter Summer related home repair

United States a

a. An unduplicated total of households assisted cannot be derived from these data because the same household may be included under more than one type of assistance.

b 4,380,375

b. Includes households that received combined heating and cooling assistance in Arizona and California and households that received energy assistance in Hawaii with no 

differentiation made between heating and cooling assistance.

c 249,848

c. Excludes households that received combined heating and cooling assistance in Arizona and California and households that received energy assistance in Hawaii with no 

differentiation made between heating and cooling assistance.

1,355,560 86,795 97,447

Alabama 53,209 20,375 16,577 18,776 611

Alaska 7,549 . . . 417 . . . 617

Arizona b 17,222 c 4,750 . . . 556

Arkansas 53,288 . . . 24,302 . . . 647

California b 134,236 c 57,727 . . . 18,781

Colorado 76,470 . . . 2,119 . . . 1,826

Connecticut 78,976 . . . 21,465 . . . . . .

Delaware 10,985 4,266 3,080 . . . 343

District of Columbia 18,879 . . . 5,798 . . . 298

Florida 20,215 38,755 44,614 23,212 1,041

Georgia 130,120 12,568 . . . . . . 924

Hawaii b 5,937 c . . . 704 . . .

Idaho 30,997 . . . 2,688 . . . 1,370

Illinois 181,201 . . . 10,067 . . . 1,368

Indiana 128,608 24,799 29,000 . . . 1,406

Iowa 83,728 . . . 1,949 . . . 1,391

Kansas 28,027 . . . 6,823 . . . 785

Kentucky 154,147 . . . 70,642 . . . 822

Louisiana 1,738 26,649 20,769 . . . 319

Maine 52,421 . . . 3,587 . . . 1,822

Maryland 76,424 . . . d 1,695

d. Households in winter crisis situation received expedited heating assistance.

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

NOTE: . . . = not applicable.

CONTACT: Leon Litow (202) 401-5304.

. . . . . .

Massachusetts 133,355 . . . 12,743 . . . 10,530

Michigan 302,582 . . . 60,867 . . . 2,808

Minnesota 110,341 . . . 33,504 . . . 564

Mississippi 57,617 22,186 2,712 1,717 . . .

Missouri 110,133 . . . 67,959 . . . . . .

Montana 16,769 . . . 1,137 . . . 409

Nebraska 29,646 5,482 36,358 . . . 1,038

Nevada 9,025 4,884 . . . . . . 402

New Hampshire 27,276 . . . d 3,841 . . . 653

New Jersey 121,419 27,447 10,915 . . . 1,792

New Mexico 44,502 . . . 2,454 . . . 1,123

New York 697,465 . . . 159,390 . . . 5,363

North Carolina 150,445 . . . 115,338 . . . 316

North Dakota 15,442 337 1,766 . . . 2,438

Ohio 245,305 . . . 122,491 42,380 5,363

Oklahoma 60,383 14,025 33,928 . . . 316

Oregon 73,043 . . . 7,222 . . . 2,438

Pennsylvania 300,462 . . . 124,991 . . . 6,251

Rhode Island 24,606 . . . 22,585 . . . 624

South Carolina 50,589 . . . 13,194 . . . 736

South Dakota 15,159 . . . 487 . . . 569

Tennessee 60,206 6,107 20,867 . . . 2,179

Texas 8,734 14,443 98,941 . . . 3,460

Utah 31,233 . . . 1,378 . . . 502

Vermont 18,483 . . . 5,225 . . . 1,078

Virginia 84,237 15,763 9,920 . . . 2,376

Washington 66,741 . . . 27,627 . . . 3,094

West Virginia 45,332 11,762 14,102 . . . 1,069

Wisconsin 115,881 . . . 24,737 . . . 3,074

Wyoming 9,587 . . . 1,812 . . . 207
9.J Low-Income Home Energy Assistance Program

Annual Statistical Supplement, 2003 ♦ 9.15

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

NOTES: An unduplicated total of households assisted cannot be derived from these data because the same households may be included under more than one type of 

assistance.

. . . = not applicable.

CONTACT: Leon Litow (202) 401-5304.

Table 9.J1.1—Number of households receiving home energy assistance, by state and type of assistance, fiscal 

years 1982–2001 

Year Heating a

a. Several states either provide combined heating and cooling assistance or do not differentiate between heating and cooling assistance. The data for those states are 

included only in the Heating category.

Cooling a

Energy crisis intervention Low-cost residential

weatherization and energyWinter Summer related home repair

1982 5,990,176 1,075,061 707,123 . . . 430,830

1983 6,414,448 529,036 972,894 25,342 482,620

1984 6,443,637 537,598 963,743 28,841 180,748

1985 6,545,616 511,333 857,809 27,196 217,864

1986 6,359,924 535,553 951,945 114,194 191,316

1987 6,495,409 366,721 1,060,425 60,797 172,372

1988 5,827,481 309,044 981,775 57,750 156,770

1989 5,595,268 126,977 890,616 20,384 142,584

1990 5,459,631 358,823 1,058,067 37,340 148,104

1991 5,769,346 374,483 1,004,634 39,399 127,587

1992 5,906,292 384,468 950,275 25,570 106,066

1993 5,282,993 143,279 956,435 47,169 111,295

1994 5,663,040 145,684 1,127,832 24,532 126,086

1995 5,147,619 341,041 932,263 77,915 102,817

1996 4,069,409 129,184 769,154 29,121 82,931

1997 4,069,409 129,184 769,154 19,121 82,931

1998 3,641,836 316,764 704,640 154,708 85,708

1999 3,338,720 532,619 757,410 315,470 84,106

2000 3,604,295 318,438 925,311 88,339 90,985

2001 4,380,375 249,848 1,355,560 86,795 97,447
9.J Low-Income Home Energy Assistance Program

9.16 ♦ Annual Statistical Supplement, 2003

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

CONTACT: Leon Litow (202) 401-5304.

Table 9.J2—Low-income Home Energy Assistance Program funds: Federal net allocations and amounts carried 

over, by state, fiscal year 2001 (in dollars)

State

Regular

federal allocation

Supplemental

federal allocation

Carry-over to

following fiscal year

United States a

a. Net of set-asides to direct-grant Indian tribes and tribal organizations and the insular areas.

1,357,793,477 451,391,311 70,117,647

Alabama 11,721,903 3,669,705 1,428,321

Alaska 6,208,712 1,990,343 606,376

Arizona 5,234,186 1,461,035 0

Arkansas 8,992,936 2,835,706 375,787

California 62,775,912 20,788,908 0

Colorado 22,019,960 7,489,006 1,624,727

Connecticut 28,758,429 9,979,036 3,835,733

Delaware 3,817,128 1,281,353 509,986

District of Columbia 4,466,231 1,468,937 315,000

Florida 18,641,042 4,191,306 0

Georgia 14,744,314 4,749,326 1,105,568

Hawaii 1,484,834 270,037 17,698

Idaho 8,457,980 2,150,441 895,627

Illinois 79,598,364 28,160,418 2,302,752

Indiana 36,033,239 12,176,687 0

Iowa 25,541,963 8,920,716 168,661

Kansas 11,718,165 4,144,494 0

Kentucky 18,755,044 5,404,852 0

Louisiana 12,048,921 3,744,827 0

Maine 17,949,919 5,863,098 469,771

Maryland 22,019,965 7,242,333 0

Massachusetts 57,503,370 19,823,314 650,000

Michigan 75,232,288 27,296,506 9,168,638

Minnesota 54,445,113 18,522,713 3,379,437

Mississippi 10,087,400 3,203,639 124,055

Missouri 31,794,695 10,457,227 0

Montana 8,558,981 2,640,787 515,407

Nebraska 12,627,881 4,438,589 875,689

Nevada 2,676,949 741,169 0

New Hampshire 10,888,570 3,655,127 120,529

New Jersey 53,270,779 19,207,718 6,523,000

New Mexico 6,600,853 2,245,669 374,997

New York 174,069,784 62,370,122 12,520,545

North Carolina 25,608,810 7,407,182 3,301,599

North Dakota 8,758,658 2,761,834 1,750,683

Ohio 70,416,650 24,115,661 6,539,841

Oklahoma 9,966,138 3,320,900 0

Oregon 16,976,776 3,963,588 826,899

Pennsylvania 93,664,086 32,500,983 6,610,234

Rhode Island 9,442,339 3,404,602 0

South Carolina 9,360,132 2,739,762 0

South Dakota 7,316,453 2,389,821 38,635

Tennessee 18,998,458 4,787,381 0

Texas 31,024,494 9,572,292 0

Utah 10,022,234 3,487,636 787,973

Vermont 8,161,371 2,647,338 0

Virginia 26,822,780 7,669,144 751,119

Washington 26,986,621 6,067,753 145,926

West Virginia 12,411,637 3,717,179 1,380,900

Wisconsin 49,008,419 16,894,822 0

Wyoming 4,101,611 1,358,289 75,535
9.J Low-Income Home Energy Assistance Program

Annual Statistical Supplement, 2003 ♦ 9.17

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

CONTACT: Leon Litow (202) 401-5304.

Table 9.J2.1—Low-income Home Energy Assistance Program funds: Federal net allocations and amounts carried 

over, fiscal years 1982–2001 (in dollars)

Year

Regular

federal allocation

Supplemental

federal allocation

Carry-over to

following fiscal year

1982 1,855,265,713 123,000,000 167,622,219

1983 1,954,327,406 0 126,734,742

1984 2,052,395,279 2,200,000 160,512,007

1985 2,078,044,805 0 103,191,230

1986 1,988,842,779 0 100,034,095

1987 1,804,751,604 0 128,664,885

1988 1,516,388,203 0 76,987,683

1989 1,369,642,868 0 68,307,592

1990 1,379,023,013 49,700,470 53,923,488

1991 1,400,498,244 193,443,923 73,292,715

1992 1,460,448,621 24,431,796 78,189,483

1993 1,307,182,655 23,663,576 36,828,086

1994 1,397,090,175 322,170,703 91,639,371

1995 1,855,265,713 123,000,000 167,622,219

1996 867,303,740 178,061,574 81,479,264

1997 964,896,037 211,876,438 59,564,206

1998 964,167,635 150,896,688 55,654,317

1999 1,060,819,242 174,599,382 42,151,190

2000 1,059,828,175 731,648,623 58,888,497

2001 a

a. Net of set-asides to direct-grant Indian tribes and tribal organizations and the insular areas.

1,357,793,477 451,391,311 70,117,647
9.J Low-Income Home Energy Assistance Program

9.18 ♦ Annual Statistical Supplement, 2003

Table 9.J3—Estimated home energy assistance obligations, by state and type of assistance, fiscal year 2001

(in dollars)

State Heating Cooling

Energy crisis

intervention Weatherization

United States a 1,302,453,006

a. Includes funds for households that received combined heating and cooling assistance in Arizona and California and households that received energy assistance in Hawaii 

with no differentiation made between heating and cooling assistance.

b 54,735,350

b. Excludes funds for households that received combined heating and cooling assistance in Arizona and California and households that received energy assistance in Hawaii 

with no differentiation made between heating and cooling assistance.

474,281,110 234,197,220

Alabama 6,952,037 2,380,428 5,983,626 930,649

Alaska 8,704,243 . . . 284,208 c 4,030,139

c. Includes $1.9 million in state funds for weatherization assistance.

Arizona a 4,982,615 b 1,405,352 1,514,440

Arkansas 6,164,464 . . . 3,999,583 2,147,702

California a 31,063,739 b 22,205,019 19,684,960

Colorado 43,836,549 . . . 920,826 3,346,308

Connecticut 37,545,257 . . . 6,814,489 . . .

Delaware 3,194,550 1,050,000 616,000 630,000

District of Columbia 6,918,699 . . 1,000,000 873,469

Florida 2,117,897 3,960,450 15,997,444 3,337,938

Georgia 17,313,858 2,515,840 . . . 2,000,737

Hawaii a 1,509,047 b 66,046 . . .

Idaho 6,394,427 . . . 1,039,661 2,642,951

Illinois 119,427,603 . . . 9,103,020 16,089,906

Indiana 37,812,921 954,013 3,406,949 8,215,392

Iowa 43,775,132 . . . 1,232,826 2,693,869

Kansas 10,140,405 . . . 2,535,101 1,851,953

Kentucky 14,489,026 . . . 7,583,593 4,023,650

Louisiana 2,351,796 7,055,390 3,044,242 1,920,157

Maine 20,580,155 . . . 1,249,816 4,710,451

Maryland 34,559,038 . . . . . . . . .

Massachusetts 78,755,827 . . . d 8,557,446 4,000,000

Michigan 75,869,231 . . . 22,431,839 12,152,377

Minnesota 58,851,989 . . . 17,238,371 2,373,319

Mississippi 8,523,334 2,272,889 568,221 . . .

Missouri 26,390,001 . . . 22,931,225 . . .

Montana 7,994,730 . . . 269,277 3,239,773

Nebraska 5,421,890 592,096 10,654,121 2,276,657

Nevada 2,797,917 1,106,759 d 987 . . .

New Hampshire 15,047,793 . . . . . . 850,000

New Jersey 64,413,570 2,747,000 11,831,000 3,246,000

New Mexico 10,219,960 . . . 1,545,320 d

d. State provided weatherization assistance with funds obligated in fiscal year 2000.

New York 107,401,024 . . . 113,242,106 42,582,158

North Carolina 11,843,457 . . . 14,840,753 3,936,704

North Dakota 8,121,985 e

e. State provided cooling assistance with funds obligated in fiscal year 2000.

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

NOTES: Includes federal LIHEAP appropriated funds and nonfederal funds operated through the LIHEAP program.

 . . . = not applicable.

CONTACT: Leon Litow (202) 401-5304.

1,598,719 2,090,888

Ohio 46,510,148 . . . 50,173,880 9,453,229

Oklahoma 19,189,305 2,088,735 5,942,372 896,953

Oregon 16,135,232 . . . 1,473,758 4,244,195

Pennsylvania 76,639,340 . . . 62,900,000 16,851,279

Rhode Island 9,353,098 . . . 2,825,114 1,927,041

South Carolina 4,997,258 . . . 6,990,066 1,674,599

South Dakota 9,030,294 . . . 600,000 1,770,630

Tennessee 13,760,997 1,189,292 5,033,750 1,903,012

Texas 5,069,161 21,767,574 2,981,859 10,463,872

Utah 12,329,322 . . . 603,850 2,489,028

Vermont 13,189,281 . . . 1,540,167 . . .

Virginia 25,624,956 3,244,192 2,708,018 5,644,346

Washington 26,997,172 . . . 1,206,754 5,717,502

West Virginia 9,061,501 1,810,692 3,458,788 2,618,526

Wisconsin 68,479,467 . . . 11,203,318 9,785,486

Wyoming 4,600,308 . . . 442,230 1,364,975
9.J Low-Income Home Energy Assistance Program

Annual Statistical Supplement, 2003 ♦ 9.19

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

NOTE: Includes federal LIHEAP appropriated funds and nonfederal funds operated through the LIHEAP program.

CONTACT: Leon Litow (202) 401-5304.

Table 9.J3.1—Estimated home energy assistance obligations, by type of assistance, fiscal years 1982–2001 (in 

dollars)

Year Heating a

a. Several states either provide combined heating and cooling assistance or do not differentiate between heating and cooling assistance. The data for those states are 

included only in the Heating category.

Cooling a Energy intervention crisis Weatherization

1982 1,124,476,630 51,498,572 138,941,133 136,195,046

1983 1,343,267,155 33,020,830 191,771,756 195,463,612

1984 1,372,772,591 32,374,067 225,795,893 186,662,906

1985 1,466,721,924 29,135,118 191,407,205 227,096,051

1986 1,351,903,078 35,620,945 199,178,003 193,420,839

1987 1,280,302,113 29,581,262 197,719,071 220,419,633

1988 1,145,560,993 21,151,405 190,046,023 170,292,505

1989 1,017,024,757 12,341,113 187,442,779 147,952,928

1990 1,030,150,903 25,007,676 188,844,316 133,479,484

1991 1,098,583,280 27,416,776 220,795,517 129,279,737

1992 990,903,081 22,645,002 197,218,623 134,816,010

1993 948,596,196 22,274,975 183,189,522 146,444,590

1994 1,062,552,111 24,862,635 225,583,805 214,342,289

1995 884,846,144 43,883,481 212,713,182 159,076,150

1996 696,801,144 17,597,204 167,622,219 135,835,358

1997 749,704,757 18,755,118 176,095,176 153,589,045

1998 633,618,243 62,178,981 212,043,081 138,217,577

1999 684,600,568 72,294,009 210,175,301 145,039,987

2000 818,811,085 72,445,852 249,906,169 158,628,023

2001 1,302,453,006 54,735,350 474,281,110 234,197,220

A. Sampling Variability 

B. OASDI Benefit Award Data 

C. Poverty Data 

D. Computing a

 Retired-Worker Benefit 

SuppDividerb2003.pmd 3 8/30/2004, 10:25 AM

Annual Statistical Supplement, 2003 ♦ A.1

Appendix A: Sampling Variability

A substantial number of tables in sections 5 and 6 present 

OASDI award and current-pay benefit data based on 1 percent and 10 percent sample files drawn from the Social 

Security Administration's administrative records. In addition, Tables 4.B1–4.B12 on the taxable earnings of OASDI 

workers are based on 1 percent administrative record samples, and Tables 7.A8, 7.B9, and 7.E2 on SSI awards are 

based on 10 percent administrative record samples.

Because of sampling variability, estimates based on 

sample data may differ from the figures that would have 

been obtained had all, rather than specified samples, of the 

records been used. The standard error is a measure of the 

sampling variability. About 68 percent of all possible probability samples selected with the same specifications will 

give estimates within one standard error of the figure 

obtained from a compilation of all records. Similarly, 

approximately 90 percent will give estimates within 1.645 

standard errors, about 95 percent will give estimates within 

two standard errors, and about 99 percent will give estimates within two and one-half standard errors. The standard error of an estimate depends on the design elements 

such as the method of sampling, sample size, and the estimation process.

Because of the large number of data cells tabulated 

from the sample files, it is not practical to calculate the 

standard error for every possible cell. However, standard 

errors for a large number of cells were estimated. These 

estimates were used to fit regression curves to provide estimates of approximate standard errors associated with tabulated counts and proportions.

The tables showing the sampling variability provide a 

general order of magnitude for similar estimates from the 

various sample files. Table A-1 presents approximate standard errors for the estimated number of persons from the 1 

percent and the 10 percent files. The reliability of an estimated percentage depends on both the size of the percentage and on the size of the total on which the percentage is 

based. Data in Table A-2 provide approximations of the 

standard errors of the estimated percentage of persons in 

the 1 percent and 10 percent files. The standard errors are 

expressed in percentage points and the bases shown are 

in terms of inflated data.

CONTACT: Cherice N. Jefferies (410) 965-5520.

Table A-1.

Approximations of standard errors of estimated 

number of persons

Size of estimate (inflated) Standard error

1 percent file

500 250

1,000 300

2,500 500

5,000 800

7,500 900

10,000 1,100

25,000 1,700

50,000 2,400

75,000 3,000

100,000 3,400

250,000 5,400

500,000 7,800

750,000 9,600

1,000,000 11,100

5,000,000 25,800

10,000,000 36,900

25,000,000 57,700

50,000,000 76,100

75,000,000 82,900

10 percent file

100 30

500 70

1,000 100

5,000 225

10,000 300

50,000 700

100,000 1,000

500,000 2,200

1,000,000 3,200

2,000,000 4,300

3,000,000 5,300

5,000,000 6,500

10,000,000 8,500

20,000,000 9,300
A.2 ♦ Annual Statistical Supplement, 2003

Table A-2.

Approximations of standard errors of estimated 

percentage of persons

Size of base

(inflated) 2 or 98 5 or 95 10 or 90 25 or 75 50

1 percent file

1,000 4.7 7.3 10.1 14.5 16.8

10,000 1.5 2.3 3.2 4.6 5.3

50,000 0.7 1.0 1.4 2.1 2.4

100,000 0.5 0.7 1.0 1.5 1.7

500,000 0.2 0.3 0.4 0.7 0.8

1,000,000 0.1 0.2 0.3 0.5 0.5

5,000,000 0.1 0.1 0.1 0.2 0.2

10,000,000 a

a. Less than 0.05 percent.

0.1 0.1 0.2 0.2

50,000,000 aaa 0.1 0.1

100,000,000 aaaaa

10 percent file

500 1.9 3.0 4.1 5.9 6.8

1,000 1.3 2.1 2.9 4.1 4.8

2,500 0.8 1.3 1.8 2.6 3.0

10,000 0.4 0.6 0.9 1.3 1.5

50,000 0.2 0.3 0.4 0.6 0.7

100,000 0.1 0.2 0.3 0.4 0.5

500,000 a 0.1 0.1 0.2 0.2

1,000,000 a 0.1 0.1 0.1 0.2

5,000,000 aaaa 0.1

10,000,000 aaaaa

50,000,000 aaaaa
Annual Statistical Supplement, 2003 ♦ B.1

Appendix B: OASDI Benefit Award Data

OASDI benefit award data in the Annual Statistical Supplement are derived mainly from two sources:

• 100 percent award data: The Master Beneficiary 

Record (MBR) is the major administrative data base for 

the Social Security program. It is used for the calculation of benefits and the maintenance of information 

about beneficiaries. Each month, when the MBR is 

updated, a record of award actions is created. This 

record is used to prepare award data on a 100 percent 

basis. Data available each month include types of benefits awarded, sex of beneficiary, and the monthly benefit amounts payable. These data are used to update 

the time-series tables.

• Award data from the OASDI 1 percent sample: This 

source provides monthly award data based on a 1 percent sample derived from the MBR. The 12 monthly 

files are combined to produce an annual file. The 1 percent sample is used to prepare award tables, which 

show detailed data by age, sex, and type of benefit, 

and distributions by benefit amount. Award data from 

the 1 percent sample are similar to the data described 

above. An important difference, however, is the treatment of dual entitlement.

When a retired-worker beneficiary subsequently 

becomes dually entitled to a secondary benefit as a wife, 

husband, or widow or widower, the secondary benefit is 

counted as an award in the 100 percent data. In contrast, 

award data based on the OASDI 1 percent sample do not 

count the secondary benefit as an award when both benefits are paid from the same trust fund.

When dual entitlements are counted as awards, the 

number of awardees is increased and the monthly amount 

awarded is lowered. The person has already been counted 

as having received an award when he or she became entitled to the retired-worker benefit and is counted again upon 

entitlement to the secondary benefit. The average benefit 

amount is lowered because the amount recorded for the 

award for the dually entitled person is only the difference 

between the amount of the retired-worker benefit and the 

amount of the secondary benefit.

CONTACT: Joseph Bondar (410) 965-0162.
C.1 ♦ Annual Statistical Supplement, 2003 

Appendix C: Poverty Data

Table 3.E1 presents weighted average poverty thresholds 

for families in the United States for 1959–2001. Table 3.E2 

presents data on the number and percentage of people in 

poverty in the United States for 1959–2000. Tables 3.E3, 

3.E4, and 3.E6 present more detailed data on people and 

families in poverty in the United States during 2000. (Both 

poverty thresholds and poverty population data are issued 

by the U.S. Census Bureau.) Table 3.E8 presents poverty 

guidelines by family size for the contiguous United States, 

Alaska, and Hawaii for 1965–2002. (Poverty guidelines are 

issued by the U.S. Department of Health and Human Services.)

Poverty thresholds are used primarily for statistical purposes—producing statistics on the number of Americans in 

poverty. Poverty guidelines are used for administrative purposes—for example, to determine whether a person or 

family is financially eligible for assistance or services under 

certain federal government programs (not including cash 

public assistance). Both thresholds and guidelines are sets 

of dollar figures that vary by family size and (in the case of 

the thresholds) family composition.

The poverty thresholds were developed in 1963–1964 

by Mollie Orshansky of the Social Security Administration 

as a measure of income inadequacy. The poverty definition 

was modified in 1969 and 1981 by federal interagency 

committees. The thresholds were based on food expenditure/income patterns (from the Department of Agriculture's 

1955 Household Food Consumption Survey) and the costs 

of the Department of Agriculture's economy food plan for 

families of different sizes and compositions. (See Joseph 

Dalaker, U.S. Census Bureau, "Poverty in the United 

States: 1998," Current Population Reports: Consumer 

Income, Series P60-207, September 1999, Appendix A, for 

an explanation of the poverty definition.) While the poverty 

thresholds in some sense represent families’ needs, the 

official poverty measure should be interpreted as a statistical yardstick rather than as a complete description of what 

people and families need to live.

The poverty thresholds have become the basis for the 

official statistics on the extent of poverty in the United 

States, which are issued annually by the Census Bureau in 

the Current Population Reports series. The thresholds are 

adjusted annually for price changes using the annual average consumer price index (CPI-U). (See U.S. Bureau of the 

Census, "Revision in Poverty Statistics, 1959 to 1968," Current Population Reports: Special Studies, Series P-23, No. 

28, August 1969; and Directive No. 14, "Definition of Poverty for Statistical Purposes," Statistical Policy Handbook, 

U.S. Department of Commerce, Office of Federal Statistical 

Policy and Standards, 1978.)

The poverty guidelines are a simplified version of the 

poverty thresholds; there are separate sets of guidelines for 

the two noncontiguous states (Hawaii and Alaska). The 

guidelines are used for determining whether a person or 

family is financially eligible for assistance or services under 

certain federal programs. Authorizing legislation or regulations for specific programs indicate whether a program 

uses the poverty guidelines as one of several eligibility criteria, uses a modification of the guidelines (for example, 

125 percent or 185 percent of the guidelines), or uses them 

for the purpose of setting priorities in providing assistance 

or services.

Since 1973, the guidelines have been computed from 

the poverty thresholds by increasing the most recently published weighted average poverty thresholds by the percentage change in the CPI-U over the past year (more 

precisely, from the next most recent calendar year to the 

most recent calendar year) and rounding the figure for a 

family of four up to the next highest multiple of $50. Figures 

for all family sizes over and under four persons are computed by adding or subtracting equal dollar amounts 

derived from the average difference between poverty lines 

(rounded to the nearest multiple of $20).

The poverty thresholds were calculated using data (the 

1955 Household Food Consumption Survey) that defined 

income as after-tax money income; accordingly, the thresholds were intended to be applied to data on money income. 

The National Research Council's Panel on Poverty and 

Family Assistance put great emphasis on the principle of 

consistency in poverty measurement—that the definition of 

family resources (income) used should be consistent with 

the concept underlying the poverty thresholds. (For a discussion of this principle, see Measuring Poverty: A New 

Approach, Constance F. Citro and Robert T. Michael (eds.), 

Washington, D.C., National Academy Press, 1995, pp. 4, 9-

10, 37-40, 65-66, 98, 203-206, and 227-231. This important 

report proposed a new approach for developing an official 

poverty measure for the United States.) According to the 

Panel's principle of consistency, it would be inappropriate 

to apply the current poverty thresholds (calculated using an 

income definition of after-tax money income) to an income 

distribution that used an income definition of money income 

plus selected noncash benefits.

As noted above, the poverty thresholds were developed in 1963–1964 by Mollie Orshansky of the Social 

Security Administration. In May 1965—just over a year 

after the Johnson Administration had initiated the War on 

Poverty—the Office of Economic Opportunity adopted Orshansky's thresholds as a working or quasi-official definition 

of poverty. At that time, the thresholds comprised a matrix 

of 124 detailed poverty thresholds based on the total number of family members, the number of family members who 

were related children under age 18, the sex of the family 

householder, the age of the individual or family householder (for one- and two-person units only), and whether 

the family lived on a farm.
Annual Statistical Supplement, 2003 ♦ C.2

In 1969, a federal interagency committee made two 

changes in the poverty definition: the thresholds would be 

annually updated by the consumer price index instead of by 

the per capita cost of the economy food plan, and farm poverty thresholds would be set at 85 percent rather than 70 

percent of corresponding nonfarm thresholds. (Poverty 

threshold and poverty population figures for prior years 

were retabulated retrospectively on this basis.) In August 

1969, the Bureau of the Budget designated the poverty 

thresholds with these revisions as the federal government's 

official statistical definition of poverty.

In 1981, several other changes recommended by 

another interagency committee were made in the poverty 

definition: (1) elimination of separate thresholds for farm 

families, (2) elimination (through appropriate averaging) of 

separate thresholds for female-householder and "all other" 

families, and (3) extension of the poverty matrix to make 

the largest family size category "nine persons or more" 

rather than "seven or more persons." (See U.S. Bureau of 

the Census, "Characteristics of the Population Below the 

Poverty Level: 1980," Current Population Reports: Consumer Income, Series P-60, No. 133, July 1982, pp. 2-5, 9, 

and 186.) As a result of these changes, the current matrix 

of poverty thresholds used by the Census Bureau to determine the poverty status of families and unrelated individuals consists of a set of 48 detailed thresholds arranged in a 

two-dimensional matrix by family size (number of family 

members, ranging from one person, that is, an unrelated 

individual, to nine or more persons) cross-classified by the 

presence and number of family members who are related 

children under age 18 (from no children to eight or more 

children present). Unrelated individuals and two-person 

families are further differentiated by the age of the individual or family householder (under age 65 and aged 65 or 

older).

The current official definition of poverty is over 30 years 

old. In 1990, Congress requested a study of the official U.S. 

poverty measure by the National Research Council (NRC) 

to provide a basis for a possible revision of the poverty 

measure. In 1992, the NRC's Committee on National Statistics appointed a Panel on Poverty and Family Assistance 

to conduct this study. In 1995, the Panel published its 

report of the study, Measuring Poverty: A New Approach, 

Constance F. Citro and Robert T. Michael (eds.), Washington, D.C., National Academy Press, 1995. In the report, the 

Panel proposed a new approach for developing an official 

poverty measure for the United States—although it did not 

propose a specific set of dollar figures. The Panel's proposed approach focused on three major areas: new poverty thresholds, a new and consistent definition of family 

resources (income), and data sources.

In July 1999, the Census Bureau, in collaboration with 

the Bureau of Labor Statistics, released a report, Experimental Poverty Measures: 1990 to 1997 (P60-205) that 

examined the effects of different resource definitions and 

thresholds on poverty and which estimated several experimental poverty rates based on the NRC panel's recommendations. That report and subsequent updates are available 

on the Census Bureau poverty measurement Web page at 

http://www.census.gov/hhes/www/povmeas.html.

Data on the poverty population and on family and personal income are collected in the Current Population Survey Annual Social and Economic Supplement (CPS 

ASEC), formerly known as the March Supplement. Following the standard Census Bureau definition, the family is 

defined as two or more persons related by birth, marriage, 

or adoption and residing together. "Income" refers to 

money income before federal, state, or local personal 

income taxes and excludes capital gains and lump-sum 

payments; however, public income transfers are included. 

Money income does not reflect that many families receive 

noncash benefits such as employee use of business transportation and facilities, employer-paid health insurance and 

other employer-supported fringe benefits, Medicare, Medicaid, food stamps, and housing assistance. Many farm families receive benefits in the form of rent-free housing or 

goods produced and consumed by the family.

Every year between February and April, the sample of 

U.S. households interviewed in the monthly CPS is asked 

to provide information on household members' incomes 

during the preceding calendar year. Survey experience 

indicates that respondents tend to underreport their income 

in household surveys. Underreporting is most pronounced 

for dividends, interest, and workers' compensation; less 

pronounced for veterans' payments, public assistance, and 

private pensions; and modest for Social Security and other 

federal retirement programs. The proportion of nonresponses to CPS income questions is greater among middle 

income and higher income families than among lower 

income families.

Because the CPS sample size, content, and procedures changed several times, some differences in the data 

over time may in part reflect these methodological 

changes, not just changes in the population. Important 

changes to the CPS methodology took place for data years 

1976, 1979, 1980, 1987, 1988, 1992, 1994, 1995, and 

2000. A summary of these changes and references for 

more information about them appear below. The report 

numbers, "P60-#" refer to the Current Population Reports, 

Consumer Income series.

For details about how questionnaire changes and file 

processing changes affected the data, see Welniak, 

Edward, "Effects of the March Current Population Survey's 

New Processing System on Estimates of Income and Poverty," Proceedings of the American Statistical Association, 

1990.

Further details about CPS methodology may be found 

in Technical Paper 63RV, available at http://www.bls.

census.gov/cps/tp/tp63.htm.
C.3 ♦ Annual Statistical Supplement, 2003 

If you need to find additional poverty data, you may 

browse the U.S. Census Bureau poverty Web site at http://

www.census.gov/hhes/www/poverty.html, or contact the 

U.S. Census Bureau’s Housing and Household Economic 

Statistics Division Information Staff at (301) 763-3242 or 

e-mail hhes-info@census.gov.

For further information about technical changes to the 

poverty measure, contact Joe Dalaker at (301) 763-3213 or 

e-mail joseph.dalaker@census.gov. 

For further information about the statistical reliability of 

the CPS estimates, contact dsmd_s&a@census.gov.

CONTACT: Gordon Fisher (202) 690-5880 or Joe Dalaker (301) 763-3213.

Year Methodological change Reference

1959 First year for which poverty data are available. The poverty measure was developed in 

1963–1964.

P60-210, Appendixes.

1969 Modification of poverty measure. Bureau of the Budget prescribed the new measure as 

the official poverty measure for statistical use in federal agencies.

P60-68, pp. 11–12.

1976–1987 For wide income intervals, Pareto interpolation was used to compute median income. 

Before 1976 and after 1987, linear interpolation was used.

P60-166, p. 93.

1979 "Householder" concept first implemented, replacing "head" concept—the husband is 

no longer automatically the family reference person. Secondary families (people who 

are related to each other but not the householder) are tallied separately from "families."

P60-130, pp. 6–10.

Change in universe—income questions no longer asked of 14-year-olds. Poverty universe changed—people under age 15 not living with any family members are excluded. 

(Previously, unrelated individuals under age 14 were excluded.)

1980 Modification of poverty measure (final approval in 1981). Estimates weighted using 

1980 Census results.

P60-133, pp. 2–7.

1987 New CPS processing system. P60-166, pp. 1, 14–17; 

Welniak, 1990 ASA 

proceedings.

1988 Linear interpolation used to compute median incomes. P60-166, p. 93.

1992 Estimates first weighted using 1990 Census results. P60-188, p. vii.

1994 Computer-assisted interviewing replaced pencil-and-paper interviewing. P60-189, p. vii.

1994–1995 New CPS sample design. P60-189, p. vii and

Table D-3; P60-194, pp. v 

and xiii and Table D-3.

1995 Revised edit and allocation procedures for race groups. P60-194, pp. v and xiii.

2000 Expansion of CPS sample interviewed from about 50,000 households to about 78,000 

households nationwide. Poverty data for 2000 and 2001 from sample expansion first 

published in P60-219, Poverty in the United States: 2001. In the same report, data 

were weighted using Census 2000 results.

P60-219, Appendix B.

2002 For the first time, the 2003 CPS ASEC recorded multiple categories for respondents 

who identified themselves with more than one race. We do not know how people who 

reported more than one race in 2002 previously reported their race. Therefore, there is 

no single way to compare changes to poverty by race between 2001 and 2002. The 

"Asian or Pacific Islander" race category was divided into two groups: "Asians" and 

"Native Hawaiians and Other Pacific Islanders."

P60-222, pp. 2–3, 5.
Annual Statistical Supplement, 2003 ♦ D.1

Appendix D: Computing a Retired-Worker Benefit

Overview

This section provides instructions and a worksheet for computing a retired-worker benefit. The worksheet can be used 

for persons born in 1928 through 1941—that is, those who 

attained age 62 in 2003 or earlier and were under age 75 at 

the end of 2003. The worksheet assumes that the worker 

had no prior period of entitlement to disability benefits and 

also did not work after becoming entitled to retired-worker 

benefits.

The worksheet describes the various steps used in 

computing a benefit. The steps are based on the following 

Social Security program goals.

• To provide a benefit based on lifetime earnings. Benefits are related to earnings over a period of time that the 

worker could be expected to have worked in covered 

employment—from age 22 through age 61. The years 

of earnings considered are termed computation years. 

The worker's five lowest earnings years, including 

years of no earnings at all, are not considered in the 

computation. They are termed the drop out years.

• To index lifetime earnings. Earnings used in the computation are not the actual covered earnings, but an 

amount for each year which reflects earnings increases 

in average wage levels after the year the earnings were 

paid. This procedure is termed wage indexing. Currently, earnings are generally indexed to wage levels in 

the year the worker turns age 60. For example, for a 

person attaining age 62 in 2003, actual earnings in 

1984 of $20,000 are indexed to $40,807.90, based on 

2001 wage levels. Earnings after age 60 are included 

at their actual (nominal) value.

• To replace a portion of the indexed earnings. Indexed 

earnings are averaged over the number of computation 

years to calculate the average indexed monthly earnings (AIME). A benefit formula is applied to the AIME to 

produce the primary insurance amount (PIA), the 

amount payable to a worker who retires at the full 

retirement age (FRA). The benefit formula is weighted 

to provide a higher replacement of earnings for lower 

wage workers. The formula for persons age 62 in 2003 

is 90 percent of the first $606 of AIME; plus 32 percent 

of the next $3,047; plus 15 percent of the AIME over 

$3,653.

• To permit early retirement. Persons can retire as early 

as age 62, but the monthly benefit is reduced. The 

reduction is 5/9 of 1 percent for each of the first 36 

months of entitlement immediately preceding the age 

at which 100 percent of PIA is payable (65 and 8 

months in the year 2003 but scheduled to increase to 

age 67 by the year 2022), plus 5/12 of 1 percent for 

each of up to 24 earlier months. For a person aged 62 

in 2003, the maximum reduction is 23 1/3 percent if the 

individual is entitled to benefits for all 44 months 

between 62 and 65 and 8 months.

• To provide for price indexing after age 62. Benefits are 

adjusted annually in December to reflect increases in 

the consumer price index (CPI-W). The 2002 benefit 

increase was 1.4 percent. These cost-of-living adjustments are applied to the benefit for each year after the 

person attained age 62—even if the person was not 

actually receiving benefits.

• To give credit for earnings after age 61. Earnings after 

age 61 (which are not indexed) can be substituted for 

earnings in earlier years if they result in a higher benefit. In addition, persons who do not receive benefits 

between the FRA and age 69 may receive increased 

benefits as a result of the delayed retirement credit 

(DRC) provision. The benefit is increased by a specified percentage for each month a benefit was not 

received (See Table 2.A20 for percentage increases). 

Clarifying the Worksheet Procedure

Step 1 - Determining the Number of Computation Years

For persons who attain age 62 prior to 1991, the number of 

years used in the benefit computation equals the number of 

years after 1950 up to the year of attainment of age 62, 

minus 5 years. For workers who attain age 62 in 1991 or 

later, the number of computation years is 35. 

Step 2 - Wage Indexing of Earnings

The following description and examples are provided for 

persons who wish to compute the index factors and 

indexed earnings. The indexing year is the second year 

prior to attainment of age 62. However, beneficiaries born 

on January 1 are deemed to have attained age 62 in the 

prior year, and consequently, the applicable indexing year, 

factors, and bend points are those for that year.

The average wage for the indexing year is divided by 

the average wage in each prior year to obtain the factor for 

each prior year. For example, a person attains age 62 in 

2003. The indexing year is 2001. The average annual wage 

for 2001 was $32,921.92. The average annual wage for 

1990 was $21,027.98. The amount, $32,921.92 divided by 

$21,027.98, yields a factor of 1.5656245.

The worker's actual earnings covered under Social 

Security in that year, up to the maximum earnings creditable, are multiplied by the indexing factor to obtain the 

indexed earnings. For example, actual covered earnings of 

$10,000 in 1990, multiplied by 1.5656245, result in indexed 

earnings of $15,656.25; actual earnings of $51,300 (the 

maximum creditable) result in indexed earnings of 

$80,316.54.
D.2 ♦ Annual Statistical Supplement, 2003 

Step 3 - Computing the Average Indexed Monthly 

Earnings (AIME)

After the earnings in each year have been indexed, they 

are used in computing average indexed monthly earnings. 

The years of highest indexed earnings corresponding to 

the number of computation years are selected and totaled. 

This total is then divided by the number of months in the 

computation years. The result, rounded to the nearest 

lower dollar, is the average indexed monthly earnings.

For example, for a person attaining age 62 in 2003, the 

highest 35 years of indexed earnings are used. If the sum 

of these earnings equals $400,000, the AIME is $952 

($400,000 divided by 420 = $952.38, rounded to $952).

Step 4 - Computing the Primary Insurance Amount 

(PIA)

The PIA, the amount from which all Social Security benefits 

payable on a worker's earnings record are based, is computed by applying a formula to the AIME. The formula consists of brackets in which 3 percentages are applied to 

amounts of AIME. The dollar amounts defining the brackets 

are called bend points, and the bend points are different for 

each calendar year of attainment of age 62. The PIA is 

rounded to the nearest lower ten cents.

For retired workers who attained age 62 in 2003, the 

bend points are $606 and $3,653. Thus the formula is 90 

percent of the first $606 of AIME; plus 32 percent of next 

$3,047 of AIME; plus 15 percent of AIME above $3,653. 

The following are examples of PIA computations for such 

workers with different AIME amounts.

Example 1 - AIME of $300

PIA is $270

Based on: 90 percent of $300

Example 2 - AIME of $952

PIA is $656.12 rounded to $656.10

Based on: 90 percent of $606 ($545.40); plus

 32 percent of $346 ($110.72)

Example 3 - AIME of $3,700

PIA is $1,527.49 rounded to $1,527.40

Based on: 90 percent of $606 ($545.40); plus

32 percent of $3,047 ($975.04); plus

15 percent of $47 ($7.05)

The above calculations are applicable to workers who 

attain age 62 in 2003. For workers who attained age 62 in 

prior years, the bend points will be different and the PIA 

must be increased to reflect cost-of-living adjustments 

between the year of attainment of age 62 and the year 

2003. Worksheet 2 shows cost-of-living increase factors for 

1979 through 2002. After the PIA is calculated for the year 

of attainment of age 62, cost-of-living increases are applied 

for each year through 2002. The result is the current 2003 

PIA.

For example, a worker who attained age 62 in 2000 

would receive cost-of-living adjustments for the years 

2000–2002. The adjustments are cumulative, with each 

step rounded to the next lower dime. If the age 62 PIA was 

$500, the cost-of-living adjustments would be:

2000: $500 multiplied by 1.035 = $517.50

2001: $517.50 multiplied by 1.026 = $530.90

2002: $530.90 multiplied by 1.014 = $538.30

$538.30 would be the PIA effective December 2002.

Step 5 - Computation of the Monthly Benefit

The full PIA is payable to a worker who retires at age 65. 

However, beginning in the year 2000, the full retirement 

age, scheduled to be gradually raised to age 67 for workers 

attaining age 62 in 2022, began to be phased in. Workers 

can still retire as early as age 62, but the monthly benefit is 

reduced by 5/9 of 1 percent for each of the first 36 months 

of entitlement immediately preceding the full retirement age 

plus 5/12 of 1 percent for each of up to 24 earlier months. 

Workers attaining age 62 in 2003 have their benefits computed based on the full retirement age of 65 and 8 months. 

See Table 2.A17.1 to determine the full retirement age 

based on the year of birth as well as the reduction factors. 

For individuals electing benefits at exactly age 62 in the 

year 2003, the maximum reduction is 23 1/3 percent.

For example, in 2003 a worker with a PIA of $500 would 

receive $383.33 at age 62. The PIA is reduced by $116.67, 

reflecting a reduction rate of 5/9 of 1 percent for each of 36 

months and a rate of 5/12 of 1 percent for each of 8 months 

for a total reduction of 23 1/3 percent. After reduction of the 

PIA by $116.67, the benefit amount is rounded down to the 

nearest lower dollar.
Annual Statistical Supplement, 2003 ♦ D.3

Instructions for computing a retired-worker benefit (only for workers attaining age 62

in years 1990–2003)

 STEP 1.—Determining the Number of Computation Years

1 Year of birth. (If your birthday is January 1, enter prior year.)

2 Age “62” has been entered. 62

3 Add lines 1 and 2 to obtain year of attainment of age 62 (year of eligibility).

4 Year of attainment of age 22. If 1951 or earlier, enter 1951 (If your birthday is January 1, enter prior year.)

5 Subtract line 4 from line 3 (elapsed years).

6 “5” (drop-out years) has been entered. 5

7 Subtract line 6 from line 5 (computation years—maximum 35).

STEP 2.—Indexing of Earnings (Use Worksheet 1 for Steps 2 and 3.)

8 Enter in column 2 your earnings in each year 1951 through 2002. If none, enter “0.”

9 Column 3 contains the maximum earnings creditable under Social Security for each year.

10 Enter in column 4 the lower amount from columns 2 or 3 for each year.

11 Enter in column 5 the indexing factors applicable to the year you attained age 62 (line 3) from Table 2.A8. 

(This table contains the indexing factors for persons attaining age 62 during the period 1990-2003.)

12 Multiply column 4 by column 5 and enter results in column 6 in dollars and cents. These are your indexed 

earnings.

STEP 3.—Computing the Average Indexed Monthly Earnings (AIME)

13 Enter the number of computation years from line 7.

14 Place an “X” in column 7 next to the highest indexed earnings corresponding with the number of computation

years from line 13.

15 Add all individual indexed earnings marked with an “X.”

16 Multiply line 13 (computation years) by 12 to obtain the number of months in the computation period.

17 Divide line 15 by line 16.

18 Round the result in line 17 to next lower dollar. This is your average indexed monthly earnings (AIME).

STEP 4.—Computing the Primary Insurance Amount (PIA) (Use Worksheet 2 for Step 4.)

19 Enter first bend point from Worksheet 2 based on year of attainment of age 62, or prior year if birthday is January 1.

20 Enter second bend point from Worksheet 2.

21 If your AIME (obtained in line 18) is equal to or less than line 19, complete lines 22–24; If greater than line 19 

but less than or equal to line 20, complete lines 25–30; If greater than line 20, complete lines 31–37.

22 Enter your AIME from line 18.

23 “0.9” has been entered. If you receive a pension based on noncovered employment see Table 2.A11.1. 0.9

24 Multiply line 22 by line 23 and round to next lower dime to obtain your PIA at age 62. Continue with line 38.

25 Enter your AIME from line 18.

26 Multiply line 19 by 0.9. If you receive a pension based on noncovered employment see Table 2.A11.1.

27 Subtract line 19 from line 25.

28 “0.32” has been entered. 0.32

29 Multiply line 27 by line 28.

30 Add lines 26 and 29 and round to next lower dime to obtain your PIA at age 62. Continue with line 38.

31 Enter your AIME from line 18.

32 Multiply line 19 by 0.9. If you receive a pension based on noncovered employment see Table 2.A11.1.

33 Subtract line 19 from line 20 and multiply by 0.32.

34 Subtract line 20 from line 31.

35 “0.15” has been entered. 0.15

36 Multiply line 34 by line 35.

37 Add lines 32, 33, and 36 and round to next lower dime to obtain your PIA at age 62. Continue with line 38. 

(Continued)
D.4 ♦ Annual Statistical Supplement, 2003 

38 If you attained age 62 in 2003, skip to line 44. Otherwise you will need to adjust your PIA to reflect cost-ofliving adjustments (COLAs) from the year you attained age 62 through 2002 by using lines 39–43 and 

Worksheet 2.

39 Enter year of attainment of age 62 from line 3.

40 Place an “X” corresponding to the year you attained age 62 in column 5, Worksheet 2.

41 Place an “X” in column 5 (Worksheet 2) next to each subsequent year through 2002.

42 Enter your age 62 PIA from either line 24, 30, or 37—here and in the first row of column 6, Worksheet 2.

43 Beginning with first year marked, multiply your age 62 PIA by the corresponding factor (column 4), round to 

lower dime, and enter in column 6. The resulting PIA is then multiplied by the next factor and is again rounded 

to lower dime. Continue this process through 2002. Enter this last figure, which is your current PIA.

STEP 5.—Computing the Monthly Benefit

44 Enter your current PIA from either line 24, 30, 37, or 43.

45 Using Table 2.A17.1, determine your full retirement age and enter here.

46 If you retired at your full retirement age round PIA from line 44 to next lower dollar to obtain your monthly

benefit.

47 If you retired before the full retirement age enter your age at retirement including year and months.

48 Subtract line 47 from line 45 and convert the result to months to determine the total number of reduction 

months.

49 If line 48 is greater than 36 subtract 36 and enter the number here.

50 “0.0055556” (the decimal equivalent of 5/9 of 1 percent—the monthly reduction factor for the first 36 months) 

has been entered. 0.0055556

51 “0.0041667” (the decimal equivalent of 5/12 of 1 percent—the monthly reduction factor for months above 36) 

has been entered. 0.0041667

52 Multiply line 48 (but not more than 36) by line 50 to obtain the percentage reduction for the first 36 months.

53 Multiply line 49 by line 51 to obtain the percentage reduction for months in excess of 36.

54 Add lines 52 and 53 to obtain the total percentage reduction.

55 Multiply line 44 by line 54 to obtain the amount of benefit reduction.

56 Subtract line 55 from line 44 and round to next lower dollar to obtain your monthly benefit.

Instructions for computing a retired-worker benefit (only for workers attaining age 62

in years 1990–2003)—Continued
Annual Statistical Supplement, 2003 ♦ D.5

Worksheet 1: Indexing of earnings

Year Your

earnings

Maximum

taxable

earnings

(dollars)

Lower of

columns

2 or 3

Indexing

factor

Column 4

times

column 5

Highest

indexed

earnings

12 3 4 5 6 7

1951 3,600

1952 3,600

1953 3,600

1954 3,600

1955 4,200

1956 4,200

1957 4,200

1958 4,200

1959 4,800

1960 4,800

1961 4,800

1962 4,800

1963 4,800

1964 4,800

1965 4,800

1966 6,600

1967 6,600

1968 7,800

1969 7,800

1970 7,800

1971 7,800

1972 9,000

1973 10,800

1974 13,200

1975 14,100

1976 15,300

1977 16,500

1978 17,700

1979 22,900

1980 25,900

1981 29,700

1982 32,400

1983 35,700

1984 37,800

1985 39,600

1986 42,000

1987 43,800

1988 45,000

1989 48,000

1990 51,300

1991 53,400

1992 55,500

1993 57,600

1994 60,600

1995 61,200

1996 62,700

1997 65,400

1998 68,400

1999 72,600

2000 76,200

2001 80,400

2002 84,900

Worksheet 2: Computing the primary insurance 

amount (PIA) for workers retiring after age 62

Year

1st

bend

point

(dollars)

2nd

bend

point

(dollars)

Cost-ofliving

increase

(percent)

Cost-ofliving

factor

Years

aged 62

or older

PIA

(dollars)

123456

Age 62 PIA

1979 180 1,085 9.9 1.099

1980 194 1,171 14.3 1.143

1981 211 1,274 11.2 1.112

1982 230 1,388 7.4 1.074

1983 254 1,528 3.5 1.035

1984 267 1,612 3.5 1.035

1985 280 1,691 3.1 1.031

1986 297 1,790 1.3 1.013

1987 310 1,866 4.2 1.042

1988 319 1,922 4.0 1.040

1989 339 2,044 4.7 1.047

1990 356 2,145 5.4 1.054

1991 370 2,230 3.7 1.037

1992 387 2,333 3.0 1.030

1993 401 2,420 2.6 1.026

1994 422 2,545 2.8 1.028

1995 426 2,567 2.6 1.026

1996 437 2,635 2.9 1.029

1997 455 2,741 2.1 1.021

1998 477 2,875 1.3 1.013

1999 505 3,043 a 2.5

a. The December 1999 cost-of-living adjustment (COLA) was originally 

determined to be 2.4 percent, based on the consumer price index 

(CPI). The underlying CPI was later recomputed by the Bureau of 

Labor Statistics; a 2.5 percent COLA would have been consistent with 

the recomputed CPI. Pursuant to P.L. 106–554, benefits were calculated and paid in August 2001 and later as if the December 1999 COLA 

had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or 

Curt Pauzenga (410) 965-7210.

1.025

2000 531 3,202 3.5 1.035

2001 561 3,381 2.6 1.026

2002 592 3,567 1.4 1.014

2003 606 3,653 . . . . . .

Annual Statistical Supplement, 2003 ♦ G.1

Glossary

actuarial reduction (OASDI). Reduction in monthly benefit amount payable on—

1. Entitlement prior to full retirement age if the beneficiary is a retired worker, 

a wife or husband of a retired or disabled worker (with entitlement not 

based on caring for a child beneficiary), divorced spouse, a widow(er), or a 

surviving divorced spouse; or

2. Entitlement, in case of disability, at ages 50–59 if the beneficiary is a 

widow(er), or surviving divorced spouse. (For formulas used to compute 

the reduction, see "Benefit Types and Levels" in the section Social Security 

(Old-Age, Survivors, and Disability Insurance).)

administrative law judge—ALJ. An official of the Social Security 

Administration's (SSA's) Office of Hearings and Appeals who is specially 

qualified by education and experience to hold hearings and make independent 

decisions regarding eligibility for SSA programs based on all the evidence and 

testimony. ALJs conduct impartial hearings and issue decisions to individuals 

who have appealed previous determinations by SSA. See also administrative review process.

administrative review process (OASDI and SSI). The procedures followed by 

the Social Security Administration (SSA) in determining one's right under Title 

II and Title XVI of the Social Security Act. The administrative review process 

consists of several steps, which must usually be requested within certain time 

periods, in the following order: initial determination, reconsideration, decision 

of the administrative law judge, and a review by SSA's Appeals Council.

1. Initial determination. A determination SSA makes about an individual's entitlement to benefits or about any other matter that gives that person a right 

to further administrative and/or judicial review.

2. Reconsideration. The first step in the administrative review process. When 

an individual disagrees with the initial determination, the individual may, 

within 60 days of receiving notice of the initial determination, ask SSA to 

reconsider the decision.

3. Hearing before an administrative law judge (ALJ). When an individual disagrees with the reconsidered determination, he or she may, within 60 days 

of receiving notice of the determination, request a hearing before an ALJ.

4. Appeals Council review. When an individual disagrees with the decision or 

dismissal of the ALJ, he or she may, within 60 days of receiving the hearing 

decision, request that the Appeals Council review that decision. The 

Appeals Council, within the Office of Hearings and Appeals, may deny or 

dismiss the request for review, or grant the request and either issue a decision or remand (return) the case to an ALJ. The Appeals Council may also 

review any ALJ action on its own motion within 60 days after the ALJ's 

action. The Appeals Council's decision or the hearing decision if the Council denies the request for review, represents SSA's final decision in the 

administrative review process. See expedited appeals process and federal court review.

adult (SSI). A person older than age 21, aged 18–21 who is not regularly 

attending school, or a person under 21 who is married or the head of a 

household.
G.2 ♦ Annual Statistical Supplement, 2003

age (OASDI). In tables showing beneficiaries in current-payment status, the age 

classification is based on the age of the person at his or her last birthday. In 

tables showing awards data, age is the beneficiary's age in the month of 

award or age in year of the award, as specified.

aged beneficiary (OASDI). A person who qualifies for benefits on the basis of 

age rather than on the basis of caring for a child or disability.

aged enrollee (Medicare). An individual, aged 65 or older, who is enrolled in the 

Medicare program.

aged person (SSI). A person aged 65 or older.

allowance (DI). A determination that a worker is entitled to a cash disability 

benefit award or to the establishment of a period of disability because of an 

inability to work by reason of any physical or mental impairment.

allowed charge (Medicare). An individual charge determined (approved 

amount) by a carrier for a covered medical service or supply.

annual maximum taxable limit (OASDI and HI). The dollar amount above which 

earnings in Social Security covered employment is neither taxable nor 

creditable for benefit computation purposes. (Also referred to as "contribution 

and benefit base," "annual creditable maximum," "maximum contribution and 

benefit base," "taxable maximum," and "maximum taxable.") Under the 

Hospital Insurance program, there is no upper limit on earnings subject to 

taxes. See Table 2.A3.

assigned claim (Medicare). A claim for which the physician or supplier agrees to 

accept the amount approved by Medicare as the total payment. The physician 

or supplier is paid 80 percent of the approved fee schedule (less any unmet 

deductible). The beneficiary can be charged only for the coinsurance, the 

remaining 20 percent of the approved amount. A participating physician or 

supplier agrees to accept assignment on all claims.

auxiliary benefit (OASDI). Monthly benefit payable to a spouse or child of a 

retired or disabled worker, or to a survivor of a deceased worker.

average. See mean.

average indexed monthly earnings—AIME (OASDI). The resulting average 

monthly earnings of a worker after indexing of actual earnings to reflect the 

value of the individual's previous earnings relative to national average 

earnings in the indexing year. A formula is then applied to this figure to 

compute the primary insurance amount (PIA) for most workers who attain age 

62, become disabled, or die after 1978. The indexing year is the second year 

before the year in which the worker attains age 62, becomes disabled, or dies. 

Taxable earnings after the indexing year are included at their actual value. For 

widow(er)'s first eligible after December 1984, the indexing year applicable to 

the deceased worker's earnings may alternatively be the second year before 

the widow(er)'s date of eligibility for survivors benefits if it results in a higher 

benefit. 0
Annual Statistical Supplement, 2003 ♦ G.3

Earnings are indexed by multiplying the worker's taxable earnings for each 

year after 1950 through the indexing year by the average wages of all workers 

for the indexing year, and dividing by the average wages of all workers for the 

year being indexed. Once the earnings have been indexed, the AIME is computed by—

1. Determining the number of computation years—the number of years after 

1950 (or the year of attainment of age 21, if later) and up to the year in 

which the worker attains age 62, becomes disabled, or dies, minus dropout 

years, generally 5 (minimum number of computation years is 2); 

2. Selecting the actual computation years, based on highest indexed earnings 

from any years after 1950; and 

3. Dividing the sum of indexed earnings in the computation years by the total 

number of months in the computation years. 

0

For workers entitled to disability benefits after June 1980, the number of dropout years varies by the age attained in year of disability onset. The number is 

0, 1, 2, 3, 4, and 5 for workers aged 26 or younger, 27–31, 32–36, 37–41, 42–

46, and 47 or older, respectively. Effective for months after June 1981, however, disabled workers under age 37 may obtain up to 3 additional dropout 

years (3, 2, and 1, respectively, for those aged 26 or younger, 27–31, and 32–

36) for which the worker had no earnings and was living with a child (of the 

worker or his or her spouse) under age 3.

average monthly wage—AMW (OASDI). The amount of earnings used as the 

basis for determining the primary insurance amount (PIA) for workers who 

attained age 62, became disabled, or died before 1979, and also under a 

transitional guarantee computation for workers who attained age 62 in 1979–

1983 or survivors of such workers, if the resulting PIA is higher than under the 

AIME method. The AMW is computed by—

1. Determining the number of computation years—the number of years after 

1950 (or the year of attainment of age 21, if later) and up to the year in 

which the worker attains age 62 (age 65 for men born before January 2, 

1911, and the later of age 62 or the year 1975 for men born after January 1, 

1911), becomes disabled, or dies, minus dropout years, generally 5 (minimum number of computation years is 2);

2. Selecting the actual computation years, based on highest earnings (up to 

the amount of the annual maximum taxable earnings in each year), from 

any years after 1950; and

3. Dividing the sum of earnings in the computation years by the total number 

of months in the computation years. 

0

See the last paragraph under AIME for special dropout rules for disabled 

workers. 0

An alternative computation method takes into account the worker's earnings 

after 1936, if it yields a higher PIA.

award (OASDI). A determination that an individual is entitled to a specified type 

of benefit. An award action is processed adding the individual to the Social 

Security benefit rolls maintained for that type of benefit and is counted as an 

award in a particular month. Award actions are processed not only for new 
G.4 ♦ Annual Statistical Supplement, 2003

beneficiaries but also for persons already on the rolls whose benefits in one 

category are terminated but who become entitled to another type of benefit. 

These actions are called conversions. When a disabled worker attains the full 

retirement age, the worker benefit and the benefits of spouses and children 

are converted to the retirement category. Upon the death of a disabled worker, 

benefits for children are converted to the survivor child category and benefits 

for spouses caring for these children are converted to widowed mothers and 

fathers benefits. Benefits for spouses of retired and disabled workers entitled 

because of age are converted to nondisabled widows and widowers benefits 

upon the death of the worker. The above conversions are counted in the 

award data. The benefits for children of retired workers that are converted to 

benefits for children of deceased workers upon the death of the worker are not 

counted in the award data.

base years (OASDI). For computing Social Security benefits, the years after 

1950 up to the year a person is entitled to retirement or disability benefits. For 

a survivor's claim, the base years include the year of the worker's death.

bend points (OASDI). The dollar amounts defining the AIME (average indexed 

monthly earnings) or PIA (primary insurance amount) brackets in the benefit 

formulas. See Tables 2.A11 and 2.A13.

beneficiary (OASDI). A person who has been awarded benefits on the basis of 

his or her own or another's earnings record. The benefits may be either in 

current-payment status or withheld.

benefit period (Medicare). An alternate name for "spell of illness."

benefit reduction (OASDI). See actuarial reduction.

benefit termination (OASDI). See termination.

benefits in force (OASDI). The sum of the number of persons with benefits in 

current-payment status and persons with benefits withheld.

benefits withheld (OASDI). See withholding.

blind (OASDI and SSI). "Blindness" for Social Security purposes means either 

central visual acuity of 20/200 or less in the better eye with the use of a 

correcting lens, or a limitation in the fields of vision so that the widest diameter 

of the visual field subtends an angle of 20 degrees or less (tunnel vision).

Black Lung Benefits Program. Provides for monthly payments and medical 

treatment to coal miners totally disabled from pneumoconiosis (black lung 

disease) arising from employment in or around the nation's coal mines, 

augmented payments based on the number of miner's dependents, and 

payments to certain survivors of miners who died due to or while totally 

disabled from pneumoconiosis.

buy-in (Medicare). A Medicare beneficiary who is also eligible for Medicaid and 

for whom Part B (Supplementary Medical Insurance) premiums are paid by a 

state Medicaid program.
Annual Statistical Supplement, 2003 ♦ G.5

capitation (Medicare). A prospective payment method that pays the provider of 

service a uniform amount for each person served usually on a monthly basis. 

Capitation is used in managed care alternatives such as Health Maintenance 

Organizations.

carrier (Medicare). An entity that the Centers for Medicare & Medicaid Services 

contracts to process physician/other supplier claims and make payments for 

Part B (Supplementary Medical Insurance) services.

child (SSI). An unmarried blind or disabled person who is not the head of a 

household and who is either under age 18 or aged 18–21 and regularly 

attending school.

childhood disability benefit (OASDI). See disabled child's benefit.

child's benefit (OASDI). Monthly benefits payable to children of a retired or 

disabled worker or of a deceased worker who died either fully or currently 

insured. Benefits are payable to unmarried children under age 18 (up to age 

19 if a full-time student attending elementary or secondary school) and to 

disabled children aged 18 or older who became disabled before age 22. Under 

certain circumstances, benefits can be paid to stepchildren, grandchildren, or 

adopted children. Benefits for disabled children may continue if they marry 

certain other Social Security beneficiaries.

claimant (OASDI and SSI). The person on whose behalf an application for 

benefits is filed.

coinsurance (Medicare). See cost sharing.

computation starting date (OASDI). December 31 of either 1936 or 1950. 

Taxable earnings after the applicable starting date are counted in computing 

average monthly earnings (only starting date of December 31, 1950 is 

applicable in computing average indexed monthly earnings).

consumer price index—CPI. A relative measure of inflation computed by the 

U.S. Department of Labor. The CPI charts the rise in costs for selected goods 

and services and is used to compute cost-of-living increases. In this report, all 

references to the CPI relate to the CPI for Urban Wage Earners and Clerical 

Workers (CPI-W).

continuing disability review (DI and SSI). A periodic review to determine if a 

disabled individual is still medically eligible to receive benefits.

contributions (OASDI and Medicare). The amount based on a percentage of 

earnings, up to an annual maximum, that must be paid by—

1. Employers and employees on wages from employment under FICA (Federal Insurance Contributions Act),

2. The self-employed on net earnings from self-employment under SECA 

(Self-Employment Contributions Act), and
G.6 ♦ Annual Statistical Supplement, 2003

3. States on the wages of state and local government employees covered 

under the Social Security Act through voluntary agreements under section 

218 of the Act.

0

Generally, employers withhold contributions from wages, add an equal 

amount of contributions, and pay both on a current basis. Also referred to as 

"taxes." See Table 2.A3.

conversion of benefits (OASDI). See awards (OASDI).

cost-of-living adjustment—COLA. Social Security benefits and Supplemental 

Security Income payments are increased each year to keep pace with 

increases in the cost of living (inflation). The consumer price index is used to 

compute COLA increases.

cost sharing (Medicare). The generic term that includes copayments, 

coinsurance, and deductibles. 0

Copayments—Flat fees, typically modest, that insured persons must pay for a 

particular unit of services, such as an office visit, emergency room visit, or 

the filing of a prescription.

Coinsurance—Portion of the costs paid by the beneficiary after meeting the 

annual deductible.

Deductibles—The annual amount payable by the beneficiary for covered services before Medicare makes reimbursement.

couple (SSI). See eligible couple. 

covered earnings (OASDI). Earnings in employment covered by the OASDI 

programs.

covered employment (OASDI). All employment and self-employment creditable 

for Social Security purposes.

covered worker (OASDI). A person who has earnings creditable for Social 

Security purposes on the basis of services for wages in covered employment 

or on the basis of income from self-employment.

current-payment status (OASDI). Status of a beneficiary who is paid a benefit 

for a given month, with or without deductions, provided the deductions add to 

less than a full month's benefit. The amount shown is prior to deduction for the 

Medicare Part B (Supplementary Medical Insurance) premium. A benefit in 

current-payment status at the end of a month is usually payable in the 

following month.

deductible (Medicare). The amount paid by enrollees for covered services 

before Medicare makes reimbursements. 0

Hospital Insurance—Deductible applies to each new benefit period. It is determined each year by a formula specified by law, and approximates the current 

cost of a 1-day inpatient hospital stay. 0
Annual Statistical Supplement, 2003 ♦ G.7

Supplementary Medical Insurance—Deductible is the first $100 of covered 

charges per calendar year.

deeming (SSI). Takes into account the income and resources of certain persons 

who live with an SSI recipient when determining the amount of the payment. 

These persons include the ineligible spouses of adult recipients, the ineligible 

parents of child recipients under age 18, and the immigration sponsor for 

certain noncitizens.

delayed retirement credit (OASDI). A credit that increases the benefit amount 

for certain individuals who did not receive benefits for months after attainment 

of the full retirement age but before age 70. Delayed retirement credit 

increases apply for benefits beginning January of the year following the year 

the individual attains full retirement age. 0

Each monthly credit serves as a basis for increasing the monthly benefit 

(unless the benefit is based on a special minimum primary insurance amount) 

by specified percentages that depend on the year the worker attains age 62. 

The monthly credit was 1/12 of 1 percent for workers who attained age 62 

before 1979 and 1/4 of 1 percent for workers who attained age 62 from 1979 

through 1986. The corresponding monthly credits for workers who attain age 

62 after 1986 are shown in Table 2.A20. The increase is applicable to the 

worker's monthly benefit amount but not to his or her PIA, therefore, auxiliary 

benefits are generally not affected. However, a widow(er)'s benefit may be 

increased based on the credit that had been applied to the benefit of the 

deceased worker or for which the worker was eligible at the time of death.

dependents benefit (OASDI). Monthly benefit payable to a spouse or child of a 

retired or disabled worker.

diagnosis-related groups (Medicare). A classification system that groups 

patients according to diagnosis, type of treatment, age, and other relevant 

criteria. Under the prospective payment system, hospitals are paid a set fee 

for treatment of patients in a single diagnosis-related groups (DRG) category, 

regardless of the actual cost of care for the individual.

diagnostic group (OASDI and SSI). Classification of medical conditions, by 

body system, and identifies the medical condition(s) on which disability-related 

benefits are based. Prior to 1985, the coding of the primary and secondary 

diagnoses for OASDI and SSI claimants was in accordance with the 

International Classification of Diseases, 9th Revision, Clinical Modification 

(ICD-9-CM), using 4-digit ICD-9 codes. In 1985, the Social Security 

Administration implemented a revised method to determine and enter 

impairment codes on administrative records. This revised approach provides 

for a modified impairment coding system, using three digits (followed by zero), 

loosely based on ICD-9. For research purposes, ICD-9 codes and SSA 

impairment codes are, typically, not identical. However, the diagnostic 

groupings shown in the statistical tables closely parallel the major ICD-9 

disease classifications.

direct deposit (OASDI and SSI). A method of payment whereby beneficiaries 

have their monthly benefits sent electronically to financial institutions they 

designate. Also referred to as electronic funds transfer (EFT).
G.8 ♦ Annual Statistical Supplement, 2003

disability (DI). The inability to engage in substantial gainful activity (SGA) by 

reason of any medically determinable physical or mental impairment that can 

be expected to result in death or can be expected to last for a continuous 

period of not less than 12 months. Special rules apply for workers aged 55 or 

older whose disability is based on blindness. 0

The law generally requires that a person be disabled continuously for 5 full 

months before he or she can qualify for a disabled-worker benefit.

disability (SSI). The inability to engage in substantial gainful activity (SGA) by 

reason of any medically determinable physical or mental impairment that can 

be expected to result in death or can be expected to last for a continuous 

period of not less than 12 months. This 12-month requirement does not apply 

to the blind. 0

The SGA criterion does not apply to children under age 18. The standard for 

them is a medically determinable physical or mental impairment which results 

in marked and severe functional limitations.

disabled child's benefit (OASDI). A monthly benefit payable to a disabled 

person aged 18 or older—a son, daughter, or eligible grandchild of retired, 

deceased, or disabled worker—whose disability began before age 22. (Also 

referred to as "disabled adult child.")

disabled enrollee (Medicare). A person under age 65 who has been entitled to 

disability benefits under Title II of the Social Security Act or Railroad 

Retirement system for at least 2 years.

disabled surviving divorced husband's benefit (OASDI). See widow(er)'s 

benefit.

disabled surviving divorced wife's benefit (OASDI). See widow(er)'s benefit.

disabled widow(er)'s benefit (OASDI). See widow(er)'s benefit.

disabled-worker benefit (DI). A monthly benefit payable to a disabled worker 

under full retirement age insured for disability. Before November 1960, 

disability benefits were limited to disabled workers aged 50–64.

divorced husband's benefit (OASDI). See husband's benefit.

divorced wife's benefit (OASDI). See wife's benefit.

drug addiction and alcoholism (OASDI and SSI). Legislation enacted in 1996 

eliminated drug addiction and alcoholism (DA&A) as a basis for entitlement to 

Social Security and SSI disability benefits, effective January 1, 1997. 

Individuals for whom drugs and/or alcohol is deemed a contributing factor 

material to the determination of disability cannot be entitled to disability 

benefits.

dual entitlement (OASDI). Entitlement to a worker (primary) benefit and a higher 

secondary, usually a spouses or widow(er)'s benefit. The primary benefit is 

paid in full but the secondary benefit is paid only in the amount by which it 

exceeds the primary benefit. If the two benefits are financed from the same 
Annual Statistical Supplement, 2003 ♦ G.9

trust fund, the beneficiary is usually represented only once in the statistics, as 

a retired-worker or a disabled-worker beneficiary, and the benefit amount 

recorded is the larger amount associated with the auxiliary benefit. If the 

benefits are paid from different trust funds the beneficiary is represented twice, 

and the respective benefit amounts are recorded for each type of benefit.

durable medical equipment (Medicare). Includes certain medical supplies and 

such items as hospital beds and wheel chairs used in a patient's home.

early retirement (OASDI). Retirement prior to the full retirement age.

earnings (OASDI and Medicare). All wages from employment and net earnings 

from self-employment, whether or not taxable or covered.

earnings test (OASDI). The provision requiring the withholding of benefits if 

nondisabled beneficiaries under full retirement age have earnings in excess of 

certain exempt amounts. See Table 2.A29.

eligible couple (SSI). Two persons living together as married, both of whom are 

eligible for SSI.

eligible individual (SSI). An aged, blind, or disabled person eligible for SSI.

eligible worker (OASDI). For retirement benefits, an individual who meets the 

insured status and age requirements for benefits whether or not he or she has 

filed an application; for Disability Insurance benefits, an individual who meets 

the insured status requirements and has established a period of disability.

emergency advance payments (SSI). Payments available at initial application 

for individuals who need cash assistance before their first Supplemental 

Security Income payment arrives. This advance is withheld from the first 

check.

end stage renal disease (Medicare). Permanent kidney failure.

entitlement (OASDI). The state of meeting the applicable requirements for 

receipt of benefits, including the filing of an application. Entitlement can be 

retroactive and thus precede the date of award. The retroactive period can be 

12 months for disabled workers, their spouses and children, and disabled 

widow(er)s. The maximum retroactive period for other types of benefits is 6 

months. Retroactive benefits for months before full retirement age are not 

payable to a retired worker, a spouse or a widow(er) if a permanent reduction 

of the monthly benefit amount would result. However, persons filing for a 

widow(er)'s benefit in the month immediately following the month of the 

worker's death may elect a 1-month retroactivity, even if reduced benefits 

would result. A person can be entitled to more than one benefit 

simultaneously. See dual entitlement. 0

expedited appeals process (OASDI and SSI). This permits an individual to go 

directly to a federal district court after review of the initial determination without 

first completing the administrative review process, if the only dispute is 
G.10 ♦ Annual Statistical Supplement, 2003

whether an applicable provision of the Social Security Act is constitutional. 

See administrative review process.

family benefit (OASDI). The sum of the individual monthly benefits payable to all 

the beneficiaries entitled on the basis of a single earnings record. See 

maximum family benefit.

family classification (OASDI). As used in statistical tables, the number and 

types of beneficiaries entitled to benefits on a single earnings record. Since 

the family classification is determined by the types of beneficiaries entitled, it 

can differ from actual family status. For example, a married couple is classified 

as a worker-and-spouse family if both persons are entitled on the earnings 

record of one of them. If both persons were entitled on their own earnings 

record they would be designated as two worker-only families.

father's benefit (OASDI). A monthly benefit payable to a widower or surviving 

divorced father if (1) the deceased worker on whose account the benefit is 

paid was either fully or currently insured at the time of death and (2) an entitled 

child of the worker in his care is under age 16 or is disabled.

federal benefit rates (SSI). The basic benefit standards used in computing the 

amount of federal SSI payments. Benefit levels differ for individuals and 

couples living in households and for persons in Medicaid institutions. 

Individuals or couples living in their own households receive the full federal 

benefit. The federal benefit is reduced by one-third, if an individual or couple is 

living in another person's household and receiving support and maintenance 

there. The federal benefit rates are increased annually to reflect increases in 

the cost of living.

federal court review (OASDI and SSI). When an individual disagrees with 

SSA's final decision he or she may request judicial review by filing a civil 

action in a federal district court. See administrative review process.

federally administered payments (SSI). Federal SSI payments and state 

supplementation payments issued by the Social Security Administration on 

behalf of the states.

federally administered state supplementation (SSI). Cash payments provided 

by a state and issued by the Social Security Administration, which is also 

responsible for the maintenance of payment records. See state 

supplementation.

Food Stamp Program. The program issues monthly allotments of coupons that 

are redeemable at retail food stores, or provides benefits through electronic 

benefit transfer to help individuals and families with little or no income to buy 

food.

full retirement age—FRA (OASI). The age at which a person may first become 

entitled to unreduced retirement benefits. For persons attaining age 62 before 

2000, the full retirement age is 65. Beginning with an increase to 65 years and 

2 months for persons reaching age 65 in 2003, FRA is increasing gradually to 

67 for persons reaching that age in 2027 or later. The higher full retirement 
Annual Statistical Supplement, 2003 ♦ G.11

age affects the benefit amount if a person chooses to receive reduced 

benefits. See Table 2.A17.1.

government pension offset (OASDI). A law that affects spouse's or widow(er)'s 

benefits. Benefits are subject to reduction by any government pensions 

payable to the spouse on the basis of his or her own earnings in noncovered 

employment. The offset reduces the Social Security benefit amount by twothirds of the amount of the government pension.

gross domestic product—GDP. The total dollar value of all goods and services 

produced by labor and property located in the United States, regardless who 

supplies the labor or property.

health maintenance organization—HMO (Medicare). Competitive medical 

plans, including Medicare+Choice, that have contracts with the Centers for 

Medicare & Medicaid Services on a prospective capitation basis for providing 

health care to Medicare beneficiaries.

home health agency (Medicare and Medicaid). A public or private organization 

that provides skilled nursing services and other therapeutic services in the 

patient's home and that meets certain conditions to ensure the health and 

safety of the individual.

home health services (Medicare and Medicaid). Items furnished in a patient's 

home under the care of physicians. These services are furnished under a plan 

established and periodically reviewed by a physician. They include part-time 

or intermittent skilled nursing care; physical, occupational, or speech therapy; 

medical social services; medical supplies and appliances (other than drugs 

and biologicals); home health aid services; and services of interns and 

residents.

hospice (Medicare and Medicaid). A public agency or private organization that 

is primarily engaged in providing pain relief, symptom management, and 

supportive services to patients that are certified to be terminally ill. Medicare 

beneficiaries may elect to receive hospice care instead of standard Medicare 

benefits for terminal illnesses.

household (LIHEAP). Any individual or group of individuals who are living 

together as one economic unit and for whom residential energy is customarily 

purchased in common, or who make designated payments for energy in the 

form of rent.

husband's benefit (OASDI). Monthly benefit payable to a husband or a divorced 

husband (aged 62 or older) of a retired or disabled worker. See spouse's 

benefit.

independent laboratory services (Medicare). Diagnostic laboratory tests 

ordered by a physician and performed in a laboratory independent of a 

physician's office or a hospital.

inpatient hospital services (Medicare). Items and services furnished to an 

inpatient of a hospital by the hospital, including room and board, nursing and 
G.12 ♦ Annual Statistical Supplement, 2003

related services, diagnostic and therapeutic services, and medical or surgical 

services.

institutionalization (Medicaid and SSI). Living arrangements for persons in 

public or private institutions when more than 50 percent of the cost of their 

care is met by the Medicaid program.

insured status (OASDI). The state of having sufficient quarters of coverage to 

meet the eligibility requirements for retired-worker or disabled-worker benefits 

or to permit the worker's spouse and children or survivors to establish 

eligibility for benefits in the event of his or her disability, retirement, or death. 

(For qualifications for insured status, see "Insured Status" in the section Social 

Security (Old-Age, Survivors, and Disability Insurance.))

interim assistance (SSI). Payments made by a state or local government to 

Supplemental Security Income applicants while their claims are being 

adjudicated. Repayment is made from the first SSI payment.

intermediary (Medicare). An organization, selected by providers of health care, 

that has an agreement with the Centers for Medicare & Medicaid Services to 

process and pay institutional claims and perform other functions under the 

program.

life expectancy. The average number of years of life remaining at each tabulated 

birthday. See life table (period).

life table (period). A period life table represents the mortality experience of an 

entire population during a relatively short period of time, usually 1–3 years. 

Such tables are useful for analyzing changes in the mortality experienced by a 

population through time. The table refers to a cohort of 100,000 people with 

the same birthday who experience the rate of mortality, or probability of death 

within 1 year, shown in the table, throughout their lives.

lifetime reserve (Medicare). Nonrenewable 60 days of inpatient hospital care to 

draw on if the 90 covered days per benefit period are exhausted. Patients are 

required to pay a daily coinsurance amount equal to one-half of the inpatient 

hospital deductible for each lifetime reserve day.

limitation of widow(er)'s benefit (OASDI). The reduction of the widow(er)'s 

benefit due to the early retirement of the deceased spouse. The benefit for a 

nondisabled widow(er) is limited to the larger of 82 1/2 percent of the 

deceased spouse's primary insurance amount, or the amount to which the 

deceased spouse would have been entitled if he or she were still alive. Thus, 

receipt of benefits by a worker before the full retirement age will result in a 

reduction of benefits for a widow(er), even if the widow(er) became entitled 

after his or her own full retirement age. Tables showing data on reduction for 

early retirement for nondisabled widow(er)s do not include those with limited 

benefits unless they became entitled before their own full retirement age. See 

widow(er)'s benefit.
Annual Statistical Supplement, 2003 ♦ G.13

Low-Income Home Energy Assistance Program—LIHEAP. Federal program 

to assist low-income households with heating and cooling costs.

low-income households (LIHEAP). Households with income under the greater 

of 150 percent of the poverty guideline for their state or 60 percent of the state 

median income, or households with members receiving Temporary Assistance 

for Needy Families, Supplemental Security Income, Food Stamps, or certain 

needs-tested veterans' benefits.

lump-sum death benefit (OASDI). A one-time payment, generally $255, payable 

on the death of a fully or currently insured worker. The lump sum is payable to 

the surviving spouse of the worker, under most circumstances, or if there is no 

spouse, to the worker's entitled children.

managed care (Medicare). Includes health maintenance organizations (HMOs), 

competitive medical plans (CMPs), and other plans that provide health 

services on a prepayment basis which is either based on cost or risk 

depending on the type of contract they have with Medicare. See also 

Medicare+Choice.

mandatory minimum state supplementation (SSI). Required by federal law for 

individuals converted to the Supplemental Security Income program from state 

assistance programs for the aged, blind, or disabled. This provision insures 

that monthly income will not be less than the amount received under the 

former state programs.

maximum family benefit (OASDI). The maximum monthly amount that can be 

paid on a worker's earnings record. Whenever the total of the individual 

monthly benefits payable to all the beneficiaries entitled on one earnings 

record exceeds the maximum, each dependents or survivors benefit is 

proportionately reduced to bring the total within the maximum. Benefits 

payable to divorced spouses or surviving divorced spouses are not reduced 

under the family maximum provision. Tables 2.A13, 2.A14, and 2.A17 give the 

formulas for computing the maximum family benefit.

maximum taxable (OASDI and Medicare). See annual maximum taxable 

limit.

mean. The arithmetic mean is calculated by dividing the sum of all of the values 

of a variable by the number of cases. The term "average" used in this 

publication refers to the arithmetic mean. See also median.

median. The median is a measure of central value which identifies that value that 

divides a distribution in half such that an equal number of cases fall below it as 

there are above it. See also mean.

Medicaid. A federal-state program that provides medical assistance for certain 

individuals and families with low incomes and limited resources.

medical savings account (Medicare). A plan that provides benefits after a 

single high deductible is met. Medicare makes an annual deposit to the 

medical savings account (MSA) and the beneficiary is expected to use that 
G.14 ♦ Annual Statistical Supplement, 2003

money to pay for medical expenses below the annual deductible. MSAs are 

currently a test program.

medically needy (Medicaid). Persons who would be eligible for Medicaid under 

one of the program's mandatory or optional groups, except that their income 

or resources are above the eligibility level set by their state. The states may 

extend eligibility to these otherwise qualified persons by allowing them to 

"spend down" to Medicaid eligibility by incurring medical or remedial care 

expenses to offset their excess income, thereby reducing it to a level below 

the maximum allowed by that state's Medicaid plan.

Medicare. A federally administered health insurance program that covers the 

cost of hospitalization, medical care, and some related services for most 

persons aged 65 or older. Also covers persons receiving Social Security 

Disability Insurance payments for 2 years, and persons with end stage renal 

disease. Medicare consists of two separate but coordinated programs—Part A 

(Hospital Insurance) and Part B (Supplementary Medical Insurance).

Medicare+Choice. An expanded set of options for the delivery of health care 

under Medicare established by the Balanced Budget Act of 1997. Most 

Medicare beneficiaries can choose to receive benefits through the original feefor-service program or through one of the following Medicare+Choice plans: 

(1) coordinated care plans (such as health maintenance organizations, 

provider sponsored organizations, and preferred provider organizations); (2) 

medical savings account/deductible plans (through a demonstration available 

to up to 390,000 beneficiaries); or (3) private fee-for-service plans.

Medicare economic index. An index that is often used in the calculation of the 

increases in the prevailing charge levels that help to determine allowed 

charges for physician services. In 1991 and later, this index is considered in 

connection with the update factor for the physician fee schedule.

Medigap (Medicare). A term used for private health insurance that pays, within 

limits, most of the health care service charges not covered by Part A (Hospital 

Insurance) or Part B (Supplementary Medical Insurance).

military wage credits (OASDI and Medicare). Credits recognizing that military 

personnel receive wages in kind (such as food and shelter) in addition to their 

basic pay and other cash payments. Noncontributory wage credits of $160 are 

provided for each month of active military service from September 16, 1940, 

through December 31, 1956. For years after 1956, the basic pay of military 

personnel is covered under the Social Security program on a contributory 

basis. See Table 2.A2 for amounts of noncontributory wage credits for 1957–

2001. Noncontributory wage credits were eliminated for all years after 2001.

minimum benefit (OASDI). The lowest benefit (before actuarial reduction) 

payable to a retired worker, a disabled worker, or a sole survivor of a 

deceased worker. The minimum benefit was eliminated for most workers who 

attain age 62, become disabled, or die after 1981.

monthly benefit (OASDI). The amount payable after reduction, if necessary, for 

age, family maximum, and other reasons but before any deduction for 
Annual Statistical Supplement, 2003 ♦ G.15

supplementary medical insurance (SMI) premiums. Effective June 1982, the 

final benefit payment is rounded to the next lowest $1 (if not already a multiple 

of $1) after reduction for age, family maximum, and other reasons and after 

any deduction for SMI premiums. The tables in this publication reflect the 

monthly benefit credited (MBC) which is calculated as follows:

1. Subtract the SMI premium from the monthly benefit amount;

2. Round the above result down to the nearest whole dollar; and

3. Add back the SMI premium to the rounded result from 2 above.

0

For example, if a monthly benefit amount is $895.00, and an SMI premium of 

$58.70 is deducted, the MBC is $894.70 (calculated as follows: $895.00 - 

$58.70 = $836.30 rounded down to $836.00 + $58.70 = $894.70).

mother's benefit (OASDI). A monthly benefit payable to a widow or surviving 

divorced mother if (1) the deceased worker on whose account the benefit is 

paid was either fully or currently insured at the time of his death and (2) the 

entitled child of the worker is in her care and is under age 16 or disabled. 

nondisabled widow(er)'s benefit (OASDI). See widow(er)'s benefit.

nonpayment status (OASDI). See withholding.

normal retirement age (OASI). See full retirement age.

old-age benefit (OASI). See retired-worker benefit.

Old-Age, Survivors, and Disability Insurance—OASDI. The Social Security 

programs that pay monthly cash benefits to: 

1. Retired worker (old-age) beneficiaries and their spouses and children and 

to survivors of deceased insured workers (OASI), and

2. Disabled-worker beneficiaries and their spouses and children and for providing rehabilitation services to the disabled (DI).

optional state supplementation (SSI). May be provided by states to bring the 

combined Supplemental Security Income and state payment to an amount 

more nearly commensurate with their costs of living than is the SSI payment 

alone.

outpatient services (Medicare). Services furnished to outpatients by a 

participating hospital for diagnosis or treatment of an illness or injury.

own household (SSI). A definition used to determine the federal benefit rates. 

Applies to adults who own their living quarters, are liable for the rent, pay their 

pro rata shares of household expenses, are living in households composed 

only of recipients of public income-maintenance payments, are placed by 

agencies in private households, and children living in their parent's household. 

See federal benefit rates.

parent's benefit (OASDI). Monthly benefit payable to a dependent parent aged 

62 or older of a deceased fully insured worker.
G.16 ♦ Annual Statistical Supplement, 2003

payment status (OASDI). The state or condition of a benefit with respect to 

actual receipt by the beneficiary—that is, whether the benefit is in currentpayment status or withheld.

peer review organization (Medicare). A group of practicing physicians and 

other health care professionals, paid by the federal government, to review the 

care given to Medicare patients.

physician services (Medicare). Services provided by an individual licensed 

under state law to practice medicine or osteopathy. Services provided by 

hospitals are not covered by this provision.

preferred provider organization (Medicare). An arrangement between a 

provider network and a health insurance or a self-insured employer. Providers 

generally accept payments less than traditional fee for service payments in 

return for a potentially greater share of the patient market. Preferred provider 

organization enrollees are not required to use the preferred providers, but are 

given financial incentives to do so, such as reduced coinsurance and 

deductibles. Providers do not accept financial risk for the management of 

care.

presumptive disability or blindness (SSI). For certain diagnoses, where there 

is high probability of a favorable medical determination of disability or 

blindness, payments may be made for up to 6 months before the formal 

determination if the applicant meets the other eligibility qualifications.

primary insurance amount—PIA (OASDI). The primary insurance amount is 

related to a worker's average monthly wage or average indexed monthly 

earnings. The PIA is used to compute all types of benefits payable on the 

basis of an individual's earnings record. Retired workers electing benefits at 

the full retirement age and disabled workers who did not receive a retirement 

benefit reduced for age receive a benefit equal to the PIA. Dependents and 

survivors of workers receive specified percentages of the PIA subject to the 

family maximum and entitlement before the full retirement age.

primary insurance amount formula (OASDI). The mathematical formula 

relating the primary insurance amount (PIA) to the AIME (average indexed 

monthly earnings) for workers who attain age 62, become disabled, or die 

after 1978. The PIA is equal to the sum of 90 percent of AIME up to the first 

bend point, plus 32 percent of AIME above the first bend point up to the 

second bend point, plus 15 percent of AIME in excess of the second bend 

point. Automatic benefit increases are applied beginning with the year of 

eligibility.

prospective payment system (Medicare). A method of reimbursement for 

hospitals that was implemented effective with hospital cost reporting periods 

beginning on or after October 1, 1983. Under this system, Medicare payment 

is made at a predetermined, specific rate for each discharge. All discharges 

are classified according to a list of diagnosis-related groups.

Prouty benefit (OASI). See special age-72 benefit.
Annual Statistical Supplement, 2003 ♦ G.17

provider (Medicare and Medicaid). Medicare—A provider is a facility, supplier, 

or physician who furnishes medical services. Medicaid—A provider is a 

person, group, or agency who provides covered services to enrollees.

Qualified Medicare Beneficiaries (Medicare and Medicaid). Qualified 

Medicare Beneficiaries are persons with incomes at or below 100 percent of 

the federal poverty level and resources at or below 200 percent of the 

Supplemental Security Income limit. Medicaid pays the Medicare (Parts A and 

B) premiums and the coinsurance and deductibles, subject to limits that 

states may impose on payment rates. 

quarters of coverage (OASDI and Medicare). The crediting of coverage 

needed for insured status. A worker receives 1 quarter of coverage (up to a 

total of 4) for a designated amount of annual earnings reported from 

employment or self-employment. This dollar amount is subject to annual 

automatic increases in proportion to increases in average earnings. For 

amounts in years 1939 to present, see Table 2.A7. No more than 4 quarters of 

coverage may be credited for any calendar year, and no quarter of coverage is 

credited after the quarter in which death occurred or for a quarter entirely 

included in a period of disability.

Railroad Retirement. A federal insurance program designed for workers in the 

railroad industry. The provisions of the Railroad Retirement Act provide for a 

system of coordination and financial interchange between the Railroad 

Retirement program and the Social Security program.

reasonable cost (Medicare). Intermediaries and carriers use the Centers for 

Medicare & Medicaid Services guidelines to determine reasonable costs 

incurred by providers in furnishing covered services to enrollees. Reasonable 

cost is based on the actual cost of providing such services, including direct 

and indirect costs of providers and excluding any costs that are unnecessary 

in the efficient delivery of services covered by the Hospital Insurance program.

redetermination (SSI). The periodic review of eligibility for each Supplemental 

Security Income recipient to ensure that eligibility continues and that 

payments are in the proper amount.

reduction for early retirement (OASDI). See actuarial reduction.

representative payee (OASDI and SSI). A person designated by the Social 

Security Administration to receive monthly benefits on behalf of a beneficiary 

when such action appears to be in the beneficiary's best interest. A 

representative payee is appointed for an adult beneficiary when the 

beneficiary is physically or mentally incapable of managing his or her own 

funds. In addition, a payee is usually appointed to receive benefits on behalf of 

a child under age 18.

retired-worker (old-age) benefit (OASI). Monthly benefit payable to a fully 

insured retired worker aged 62 or older, or to a person entitled under the 

transitionally insured status provision in the law. Retired-worker benefit data 

do not include special age-72 benefits, unless indicated. 
G.18 ♦ Annual Statistical Supplement, 2003

retirement age (OASI). The age at which an individual establishes entitlement to 

retirement benefits. See full retirement age.

retirement earnings test (OASDI). See earnings test.

secondary benefit (OASDI). Monthly benefit payable to a spouse or child of a 

retired or disabled worker, or to a survivor of a deceased worker.

Section 1619(a) (SSI). See special cash payments.

Section 1619(b) (SSI). See special recipient status.

self-employed (OASDI and HI). One who derives income from the operation of a 

partnership or nonincorporated trade or business.

skilled nursing facility (Medicare). An institution that has a transfer agreement 

with one or more participating hospitals, is primarily engaged in providing 

skilled nursing care and rehabilitative services to inpatients, and meets 

specific regulatory certification requirements.

Social Security number (OASDI and HI). A nine-digit number used to identify 

the record of earnings an individual has in employment or self-employment 

covered by Social Security and Medicare.

Social Security Act. Public Law 74-271, enacted August 14, 1935, with 

subsequent amendments. The Social Security Act consists of 20 titles, of 

which four have been repealed.

special age-72 benefit (OASI). Monthly benefit payable to men who attained age 

72 before 1972 and to women who attained age 72 before 1970 and who do 

not have sufficient quarters of coverage to qualify for a retired-worker benefit 

under either the fully or the transitionally insured status provisions. (Also 

known as Prouty benefits.)

special cash payments (SSI). Continuing cash benefits for disabled individuals 

whose gross earned income is at the amount designated as the substantial 

gainful activity level. The person must continue to be disabled and meet all 

other eligibility rules.

special minimum PIA (OASDI). An alternative primary insurance amount (PIA) 

based on the worker's length (years) of covered employment. It is designed to 

help those who worked in covered employment for many years but had low 

earnings. See Table 2.A12 for computation of the special minimum PIA.

special recipient status (SSI). For Medicaid purposes, provides special status 

to working disabled or blind individuals when their earnings make them 

ineligible for cash payments.

Specified Low-Income Medicare Beneficiaries (Medicare and Medicaid). 

Persons who meet all Qualified Medicare Beneficiary requirements except 

that their incomes are slightly higher, though less than 120 percent of the 
Annual Statistical Supplement, 2003 ♦ G.19

federal poverty level. Medicaid pays their Part B (Supplementary Medical 

Insurance) premium.

spell of illness (Medicare). A period of consecutive days beginning with the first 

day on which a beneficiary is furnished inpatient hospital or extended care 

services and ending with the close of the first period of 60 consecutive days 

thereafter in which the beneficiary is in neither a hospital or skilled nursing 

facility.

spouse's benefit (OASDI). Monthly benefit payable to a spouse or a divorced 

spouse of a retired or disabled worker under one of the following conditions:

1. The spouse is aged 62 or older or has an entitled child of the worker in his 

or her care who is under age 16 or is disabled; or

2. The divorced spouse is aged 62 or older and was married to the worker for 

10 years before the divorce became final. Effective with benefits payable 

after December 1984, a divorced spouse of an eligible worker can be entitled to benefits if he or she meets the requirements for entitlement and has 

been divorced for at least 2 years, regardless of whether the worker has 

filed for benefits or has benefits withheld due to the earnings test. Effective 

with benefits payable beginning January 1991, the 2-year period is waived 

if the worker was entitled to benefits before the divorce. The earnings test 

will continue to apply to the divorced spouse's own earnings; or

3. Effective with benefits payable beginning January 1991, a deemed spouse 

(including a divorced deemed) spouse), regardless of whether the legal 

spouse is entitled to benefits on the same earnings record. A deemed 

spouse is a person who entered into an invalid ceremonial marriage in 

good faith.

0

state-administered supplementation (SSI). See state supplementation.

state supplementation (SSI). Payments to eligible persons made under state 

provisions. These payments may vary by the recipient's living situation and by 

geographic area within the state. The payments are federally and state 

administered.

student benefit (OASDI). Child's benefit payable to a full-time unmarried 

elementary or secondary school student aged 18–19. Student benefits end at 

age 19 or at the end of the current semester or quarter, whichever is later. 

substantial gainful activity—SGA (DI and SSI). Remunerative work that is 

substantial, as determined from considering the amount of money earned, and 

or the number of hours worked, and the nature of the work. See Table 2.A30 

for money amounts.

Supplemental Security Income—SSI. Program for the needy aged, blind, and 

disabled. Replaced the former federal-state programs of Old-Age Assistance, 

Aid to the Blind, and Aid to the Permanently and Totally Disabled.

surviving divorced father's benefit (OASI). See father's benefit.
G.20 ♦ Annual Statistical Supplement, 2003

surviving divorced mother's benefit (OASI). See mother's benefit.

surviving divorced spouse's benefit (OASI). See widow(er)'s benefit.

survivors benefit (OASI). Benefit payable to a survivor of a deceased insured 

worker.

suspended benefit (OASDI). A benefit not in current-payment status. 

taxable earnings (OASDI and HI). Wages and/or self-employment income that 

is under the applicable annual maximum taxable limit.

taxable maximum (OASDI and HI). See annual maximum taxable limit.

taxable self-employment income (OASDI and HI). The maximum amount of 

net earnings from self-employment by an earner which, when added to any 

taxable wages, does not exceed the contribution and benefit base. For 

Hospital Insurance beginning in 1994, all net earnings from self-employment.

taxable wages (OASDI and HI). See taxable earnings.

taxes (OASDI and HI). See contributions.

technical entitlement. A technical entitlement occurs when a beneficiary is 

entitled to benefits on more than one earnings record but is eligible to receive 

benefits on only one earnings record. There are two types of technical 

entitlement: (1) Simultaneous technical entitlement: beneficiary is entitled to 

the same type of benefit on more than one earnings record; (2) Potential dual 

entitlement: the secondary benefit amount potentially exceeds the primary 

benefit, but reduction for age or family maximum causes the primary benefit to 

exceed the secondary benefit amount.

Temporary Assistance for Needy Families—TANF. Created by the Personal 

Responsibility and Work Opportunities Reconciliation Act of 1996, TANF 

provides assistance and work opportunities to needy families. Replaced Aid to 

Families with Dependent Children (AFDC), Emergency Assistance, and Job 

Opportunities and Basic Skills Training (JOBS) programs.

Temporary Disability Insurance—TDI. Sometimes called cash sickness 

benefits, TDI provides workers with partial compensation for loss of wages 

caused by temporary nonoccupational disability. Only five states, Puerto Rico, 

and the railroad industry have TDI laws.

termination (OASDI). Cessation of payment of a specific type of benefit because 

the beneficiary is no longer entitled to receive it. For example, benefits might 

terminate as a result of the death of the beneficiary, the recovery of a disabled 

beneficiary, or the attainment of age 18 by a child beneficiary. In some cases, 

the individual may become immediately entitled to another type of benefit 

(such as the conversion of a disabled-worker beneficiary at full retirement age 

to a retired-worker beneficiary).
Annual Statistical Supplement, 2003 ♦ G.21

totalization (OASDI). International agreements that coordinate the U.S. Social 

Security programs with the Social Security programs of other countries are 

called "totalization agreements." 

Thrifty Food Plan (Food Stamp Program). A low-cost model diet plan based on 

the National Academy of Sciences' Recommended Dietary Allowances. 

Households are issued a monthly allotment of food stamps based on the 

Thrifty Food Plan.

trust fund (OASDI and Medicare). Four separate accounts in the U.S. Treasury 

in which are deposited the equivalent of taxes received under the Federal 

Insurance Contributions Act, the Self-Employment Contributions Act, 

contributions dealing with coverage of state and local government employees, 

any sums received under the financial interchange with the railroad retirement 

account, voluntary hospital and medical insurance premiums, and transfers of 

federal general revenues. Funds not withdrawn for current monthly or service 

benefits, the financial interchange, and administrative expenses are invested 

in interest-bearing federal securities, as required by law.

The interest earned is also deposited in the trust funds.

1. Old-Age and Survivors Insurance (OASI). The trust fund used for paying 

monthly benefits to retired-worker (old-age) beneficiaries and their spouses 

and children and to survivors of insured workers.

2. Disability Insurance (Dl). The trust fund used for paying monthly benefits to 

disabled-worker beneficiaries and their spouses and children and for providing rehabilitation services to the disabled.

3. Hospital Insurance (HI). The trust fund used for paying part of the costs of 

inpatient hospital services and related post-hospital care for aged and disabled individuals who meet the eligibility requirements.

4. Supplementary Medical Insurance (SMI). The trust fund used for paying 

part of the costs of physicians' services, outpatient hospital services, and 

other related medical and health services for voluntarily insured aged and 

disabled individuals.

0

Unemployment Insurance. A federal-state coordinated program that provides 

partial income replacement to regularly employed members of the labor force 

who become involuntarily unemployed. All 50 states, the District of Columbia, 

Puerto Rico, and the Virgin Islands have unemployment insurance programs.

veterans' benefits. A variety of benefits and services to veterans and their 

dependents and survivors that include, but are not limited to disability 

compensation, benefits for survivors, health care benefits, and educational 

assistance and training.

widowed father's benefit (OASI). See father's benefit.

widowed mother's benefit (OASI). See mother's benefit.

widow(er)'s benefit (OASDI). Monthly benefit payable to a widow(er) or 

surviving divorced widow(er) of a worker fully insured at the time of death, if he 
G.22 ♦ Annual Statistical Supplement, 2003

or she is (1) aged 60 or older or (2) aged 50–59 and has been disabled 

throughout a waiting period of 5 consecutive calendar months that began no 

later than 7 years after the month in which the worker died or after the end of 

his or her entitlement to benefits as a widowed mother or father. 01 

A surviving divorced widow(er)'s marriage to a worker must have lasted 10 

years before the divorce became final. Effective for benefits payable after 

December 1983, benefits are continued for disabled widow(er)s and surviving 

divorced widow(er)'s who remarry after the age of first eligibility for benefits. 0

Effective January 1991, benefits may be payable to a deemed widow(er), 

including a divorced deemed widow(er). A deemed widow(er) is a person who 

entered into an invalid ceremonial marriage in good faith. 

wife's benefit (OASDI). A monthly benefit payable to a wife or divorced wife of a 

retired or disabled worker. See spouse's benefit.

windfall elimination provision—WEP (OASI and DI). A modified benefit 

formula for determining the primary insurance amount, which eliminates the 

windfall in benefits for individuals who have only minimal Social Security 

coverage and will receive a pension based on years of work in noncovered 

employment. This formula prevents a windfall to persons who unfairly benefit 

from provisions aimed at low-income workers. The change was phased in for 

workers eligible for retirement or Disability Insurance benefits and for a 

pension from noncovered employment beginning in 1986; became fully 

effective in 1990. See Table 2.A11.1

withholding (OASDI). Suspension of benefit payments until the condition(s) 

causing deductions are known to have ended. The suspension does not affect 

eligibility for Hospital Insurance benefits.

worker (OASDI). A person who has earnings creditable for Social Security 

purposes on the basis of services for wages in covered employment or on the 

basis of income from covered self-employment. Data on covered selfemployment exclude self-employed persons who had no self-employment 

income taxable or creditable under Social Security because they had wages or 

salaries reaching the annual taxable maximum reported for the same year.

workers' compensation and public disability benefit offset (DI). A 

requirement that reduces the benefits to a disabled worker and dependents if 

the worker also receives workers' compensation (WC) or other public disability 

benefits (PDB). The reduction continues until the month the worker reaches 

age 65 or the month the WC/PDB payments stop, whichever comes first.
Annual Statistical Supplement, 2003 ♦ G.23

Abbreviations

AB Aid to the Blind

ACF Administration for Children and Families

AET Annual earnings test

AFDC Aid to Families with Dependent Children

AFDC-UP Aid to Families with Dependent Children-Unemployed Parents

AIDS Acquired immune deficiency syndrome

AIME Average indexed monthly earnings

AMW Average monthly wage

APTD Aid to the Permanently and Totally Disabled

BBA Balanced Budget Act of 1997

BC/BS Blue Cross/Blue Shield

CDR Continuing disability review

CHAMPVA Civilian Health and Medical Program of the Department of 

Veterans Affairs

CLIA Clinical Laboratory Improvement Act

CMP Competitive medical plans

CMS Centers for Medicare & Medicaid Services

COBRA Consolidated Omnibus Budget Reconciliation Act

COLA Cost-of-living adjustment

CPI-U Consumer price index for all urban consumers

CPI-W Consumer price index for urban wage earners and clerical 

workers

CPS Current Population Survey

DA&A Drug addiction and alcoholism

DI Disability Insurance

DME Durable medical equipment

DOE Department of Energy

DOL Department of Labor

DRG Diagnosis-related group

EA Emergency Assistance

EBT Electronic benefit transfer

EPSDT Early and Periodic Screening, Diagnostic, and Treatment 

program

ESRD End stage renal disease

FERS Federal Employees Retirement System
G.24 ♦ Annual Statistical Supplement, 2003

FFS Fee for service

FICA Federal Insurance Contributions Act

FMAP Federal medical assistance percentage

FPL Federal poverty level

FQHC Federally qualified health center

FRA Full retirement age

FUTA Federal Unemployment Tax Act

FY Fiscal year

GDP Gross domestic product

HCBS Home and community based services

HCFA Health Care Financing Administration

HHA Home health agency

HHS Department of Health and Human Services

HI Hospital Insurance

HIV Human immunodeficiency virus

HMO Health maintenance organization

ICF Intermediate care facility

ICFs/MR Intermediate care facilities for the mentally retarded

JOBS Job Opportunities and Basic Skills Training

LIHEAP Low-Income Home Energy Assistance Program

LTC Long-term care

MBC Monthly benefit credited

MBR Master Beneficiary Record

MCCA Medicare Catastrophic Coverage Act

MCCRA Medicare Catastrophic Coverage Repeal Act

MN Medically needy

MOE Maintenance of effort

MSA Medical savings account

NEW Native Employment Works

NRC National Research Council

OAA Old-Age Assistance

OASDI Old-Age, Survivors, and Disability Insurance

OASI Old-Age and Survivors Insurance

OBRA Omnibus Budget Reconciliation Act

OEO Office of Economic Opportunity
Annual Statistical Supplement, 2003 ♦ G.25

OMB Office of Management and Budget

PACE Programs of all-inclusive care for the elderly

PESS Property essential to self-support

PIA Primary insurance amount

PIB Primary insurance benefit

PPO Preferred provider organization

PPS Prospective payment system

PRO Peer review organization

PSO Provider-sponsored organization

QC Quarter of coverage

QDWIS Qualified disabled working individuals

QI Qualified individual

QMB Qualified Medicare beneficiary

REACH Residential Emergency Assistance Challenge

RVS Relative value scale

SCHIP State Children’s Health Insurance Program

SECA Self-Employment Contributions Act

SGA Substantial gainful activity

SIPP Survey of Income and Program Participation

SLMB Specified low-income Medicare beneficiary

SMI Supplementary Medical Insurance

SNF Skilled nursing facility

SSA Social Security Administration

SSI Supplemental Security Income

TANF Temporary Assistance for Needy Families

TEFRA Tax Equity and Fiscal Responsibility Act

TFP Thrifty Food Plan

TWP Trial work period

USDA Department of Agriculture

VA Department of Veterans Affairs

VEAP Veterans’ Educational Assistance Program

WEP Windfall Elimination Provision

WIN Work Incentive Program

Annual Statistical Supplement, 2003 ♦ I.1

Index to Tables

A

Accuracy rates (OASDI and SSI), 2F7

Actuarial reduction (OASDI) (see Reduction for early retirement 

(OASDI))

Administrative data (SSA), 2F1–2F9, 2F11

Administrative expenses

Disability Insurance Trust Fund, 4A2, 4A3

Hospital Insurance Trust Fund, 8A1

Old-Age and Survivors Insurance Trust Fund, 4A1, 4A3

Supplementary Medical Insurance Trust Fund, 8A2

Administrative Law Judges (SSA), workloads of, 2F8

Adult beneficiaries (OASDI), 5A16, 5L1

Age (OASDI), 3C5, 3C6 (see also specific types of OASDI 

benefits, including Children; Disabled widows and widowers; 

Disabled workers; Retired workers; Widowed mothers and 

fathers; Widows and widowers, nondisabled; Wives and 

husbands)

awards, 6A3–6A5, 6B1, 6B5, 6C2, 6C3, 6D3, 6D5, 6D7

benefit types and amounts, 5A16

centenarians, 5J5

Hispanic origin, 3C8

income, 3E3, 3E6

life table, 4C6

race, 3C7, 5A1.1–5A1.8, 5A3

retirement, 2A17.1

sex, 3C8, 5A1.1–5A1.8, 5A3, 5A10, 5A16

state data, 5J3, 5J5

summary data, 5A1.1–5A1.8, 5A5, 5A10, 5A15, 5A16

Age (SSI) (see Supplemental Security Income)

Aged (SSI) (see Supplemental Security Income)

Agricultural employees (OASDI), 2A1

Aid to Families with Dependent Children (AFDC), 9G1, 9G2 (see 

TANF)

Aliens (SSI) (see Noncitizens (SSI))

Allowances (OASDI and SSI), 2F7

Appeals Council cases reviews (SSA), 2F11

Applications (OASDI), 6C7

Automatic adjustment provisions (OASDI), 2A18

Average annual wage (OASDI), 2A8

Average indexed monthly earnings (OASDI), 2A10, 2A11, 2A18

Average monthly wage (OASDI), 2A10, 2A16, 2A17, 2A20

Awards (OASDI)

age, 6A3–6A5, 6B1, 6B5, 6C2, 6C3, 6D3, 6D5, 6D7

applications, 6C7

children, 6A1, 6A3, 6D4, 6D5

conversion, 6A4

diagnostic group, 6C3

disabled workers, 6A1–6A6, 6C1–6C3, 6C7

initial, 6B1

lump-sum, 4A5, 6D9

primary insurance amount, 6A2

race, 6A3

retired workers, 6A1–6A6, 6B1, 6B3–6B5

sex, 6A2, 6A3

state data, 6A6

summary data, 6A1–6A5

widowed mothers and fathers, 6A1, 6A3, 6D6, 6D7

widows and widowers, 6A1–6A3, 6A5, 6D7, 6D8

wives, 6A3

wives and husbands, 6A1, 6A5, 6D1, 6D3

Awards (SSI)

adults, 7A8, 7B9, 7E2

age, 7A8, 7B9, 7E2

aged, 7A8, 7B9, 7E2

blind, 7A8, 7B9, 7E2

blind and disabled children, 7E2

disabled, 7A8, 7B9, 7E2

sex, 7E2

state data, 7B9

B

Bend points in benefit formula (OASDI), 2A11, 2A13, 2A18

Beneficiaries and payments, currently payable (OASDI)

age, 5A1.1–5A1.8, 5A3, 5A6, 5A10, 5A15, 5A16

assets, 3E3

concurrent, OASDI and SSI, 3C5, 3C6, 3C6.1

earnings, 3E3

foreign countries, 5J11

Hispanic origin, 3C8

income, 3E3, 3E6, 3E8

sources, 3E3

international agreements, eligibility based on, 5M1

living arrangements, 3E3, 3E6

race, 3C7, 5A1.1–5A1.8, 5A3, 5A6, 5A7

representative payment, 5L1

sex, 3C8, 5A1.1–5A1.8, 5A3, 5A7, 5A10, 5A14–5A16

state data, 5J1–5J6, 5J8–5J10, 5J12–5J14

summary data, 3C6.1, 3C7, 3C8, 5A1.1–5A1.8, 5A3–5A8, 

5A10

type of benefit (see Children (OASDI); Disabled widows and 

widowers; Disabled workers; Parents; Retired workers; 

Special age-72 beneficiaries; Widowed mothers and 

fathers; Widows and widowers, nondisabled; Wives and 

husbands)

Benefit computations (OASDI), 2A8–2A14, 2A16–2A18

Benefit rates (SSI), 2B1
I.2 ♦ Annual Statistical Supplement, 2003 

Benefit types and levels (OASDI), qualifications and legal 

criteria for

beneficiary families, 2A26

children, 2A21, 2A22

disabled workers, 2A20

divorced beneficiaries, 2A21, 2A22

illustrative monthly benefits, 2A26

lump-sum awards, 2A25

maximum and minimum, 2A27, 2A28

parents, 2A22

PIA, percentage of, 2A20–2A22

retired workers, 2A20, 2A27, 2A28 

special age-72 beneficiaries, 2A24

survivors, 2A22, 2A23, 2A26

transitionally insured, 2A23

vocational rehabilitation services, 2A25

widowed mothers and fathers (OASDI), 2A22

widows and widowers, 2A22–2A24

wives and husbands, 2A21–2A24

Black Lung

benefits, 9D1, 9D2

hearing receipts, dispositions, claims pending, 2F9

Blind (SSI) (see Supplemental Security Income)

C

Centenarians (OASDI), 5J5

Children (AFDC) (see Aid to Families with Dependent Children)

Children (OASDI)

age, 5A1.4, 5A5, 5A10, 6D5

awards, 6A1, 6A3, 6D4, 6D5

beneficiary families, 5H1–5H4

benefit distributions, 5H3, 5H4

benefits paid

annual, 4A5, 4A6

monthly, 5A4, 5A16, 5A17, 5F4, 5J4, 5J14

benefits withheld, 6E4, 6E5

disabled aged 18 or older, 3C6.1, 5A1.4, 5A10, 5A16, 5A17, 

5C2, 5D4.1, 5E2, 5F4, 5F6, 5J14, 6D4

foreign countries, 5J11

of deceased workers, 5A1, 5A1.4, 5F4, 5F6, 5F7, 6D4

of disabled workers, 5A1, 5A1.4, 5E1, 5E2, 5F4, 6D4

of retired workers, 5A1, 5A1.4, 5C1, 5C2, 5F4, 6D4

primary insurance amount, 5C1, 5E1, 5F7, 5H2

special minimum, 5A8

qualifications for benefits, 2A21, 2A22

race, 5A1, 5A1.4, 5A6, 6A3

sex, 5A16

state data, 5J2, 5J4, 5J10, 5J14

students, aged 18-19, 5A1.4, 5C2, 5E2, 5F4, 5F6, 6D4

terminations, 6F1–6F3

under age 18, 5A1.4, 5C2, 5E2, 5F4, 5F6, 6D4

Children, blind or disabled (SSI) (see Supplemental Security 

Income)

Civil Service (see Government workers)

Claims workloads (OASDI and SSI), 2F4–2F6

Clergy (see Religious personnel)

Clinical Laboratory Improvement Act (CLIA) facilities (see Medicare)

Computations, benefit (OASDI), 2A10–2A14, 2A16–2A18

Concurrent beneficiaries (OASDI and SSI), 2F9, 3C5, 3C6, 

3C6.1, 7D1, 7D2

Constant dollars (AFDC, OASDI, and SSI benefits), 3C4

Consumer price index (CPI), 2A18, 3C4, 3E1

Continuation of Medicaid coverage (1619b) (SSI), 7F3–7F5

Contribution rates (OASDI), 2A3, 2A5

Contributions (OASDI), 2A4, 4B10a–4B12b

Cost-of-living adjustments (OASDI and SSI), 2A11, 2A13, 2A14, 

2A18, 2A19, 2B1

Covered workers (OASDI)

age, 4B5, 4B6, 4B8

categories of, 2A1

coverage election or waiver, 2A1

legislation affecting, 2A1

median earnings, 4B3, 4B6

new entrants, 4B1

OASDHI contributions, 4B10a–4B12b

self-employed, 2A1, 4B2–4B4, 4B8–4B12b

sex, 4B3–4B9

Social Security numbers issued, 4B1

state data, 4B10a, 4B10b, 4B12a, 4B12b

taxable earnings, amount reported, 4B1–4B3, 4B5,4B10a– 4B12b

wage and salary, 4B2, 4B3, 4B7, 4B10a–4B12b

with earnings above maximum taxable, 4B7, 4B9

with earnings below maximum taxable, 4B4, 4B7, 4B9

Creditable earnings (OASDI) (see Taxable earnings (OASDI))

D

Death probability, 4C6

Delayed retirement credit (OASDI), 2A20, 2A22, 5B1–5B3

Denials (see Service delivery (OASDI and SSI))

Dependents and survivors (OASDI), 5F1–5F13

Diagnoses (OASDI), 5D4.1, 5D5, 5D6, 5J12, 5J13, 6C3

Diagnoses (SSI), 7F1, 7F2

Direct deposit (OASDI), 5K1

Disability, definition of (OASDI), 2A7

Disability determinations (see Service delivery (OASDI and SSI))
Annual Statistical Supplement, 2003 ♦ I.3

Disability Insurance (OASDI), 2F5, 2F9

Disability Insurance Trust Fund (OASDI) (see Trust funds)

Disabled adult children (see Children (OASDI), disabled, aged 18 

or older)

Disabled beneficiaries (OASDI), 5A16, 5A17, 5J14 (see also 

Children (OASDI); Disabled widows and widowers; Disabled 

workers)

 

Disabled children (OASDI) (see Children (OASDI), disabled, aged 

18 or older)

Disabled (SSI) (see Supplemental Security Income)

Disabled widows and widowers (OASDI)

age, 5A1.7, 5A5, 5A16, 6A3, 6D7

awards, 6A3, 6D7, 6D8

beneficiary families, 5H2, 5H4

benefit distributions, 5H4

benefits paid, monthly, 3C6.1, 5A16, 5A17, 5F8, 5J14

diagnostic group, 5D4.1

primary insurance amount, 5F7, 5H2

special minimum, 5A8

race, 5A1, 5A1.7, 5A7, 6A3

sex, 5A1.7, 5A7, 5A16, 5F6, 6A3, 6D8

state data, 5J14

surviving divorced, 5A1.7

year of entitlement, 5F10

Disabled workers (OASDI)

age, 5A1.2, 5A3, 5A5, 5A10, 5A16, 5D4, 5D6, 6A3, 6A4, 

6C2, 6C3

applications, 6C7

awards, 6A1–6A5, 6C1–6C3, 6C7

beneficiary families, 5H1–5H3

benefit distributions, 5D2, 5H3, 5J8, 6C1

benefits paid

annual, 4A6

monthly, 3C6.1, 5A4, 5A16, 5A17, 5D3, 5J4, 5J14, 6A6

benefits withheld, 6E4, 6E5

diagnostic group, 5D4.1, 5D5, 5D6, 5J12, 5J13, 6C3

foreign countries, 5J11

primary insurance amount, 5E1, 5H2, 6A2

special minimum, 5A8

qualifications for benefits, 2A20

race, 5A1, 5A1.2, 5A3, 5A6, 5A7, 6A3

sex, 5A1.2, 5A3, 5A7, 5A10, 5A16, 5D3, 5D5, 5E2, 6A2– 6A4, 6C3

state data, 5J2, 5J4, 5J8, 5J12–5J14, 6A6

terminations, 6F1, 6F2

with reduction for early retirement, 5A3, 6A5

year of entitlement, 5D1

Divorced beneficiaries (OASDI), 2A21, 2A22, 5A1.3, 5A1.5– 5A1.7, 5F12, 6D3, 6D6, 6D7

Domestic employees (OASDI), 2A1

Dual entitlement (OASDI), 5A14, 5A15, 5G1–5G5

E

Early retirement (OASDI) (see Reduction for early retirement 

(OASDI))

Earnings of covered workers (OASDI) (see also Taxable earnings 

(OASDI))

amount of, 4B1–4B3, 4B7, 4B9, 4B10a, 4B10b, 4B12a, 

4B12b

below annual maximum taxable amount, 4B4, 4B7, 4B9

median, by age and sex of worker, 4B3, 4B6

self-employed workers, 4B2–4B4, 4B9–4B12b

state data, 4B10a, 4B10b, 4B12a, 4B12b

wage and salary workers, 4B2, 4B3, 4B7, 4B10a–4B12b

Earnings test (OASDI)

amount permitted without reduction in benefits, 2A29

automatic adjustment of, 2A18

beneficiaries affected, 6B1, 6E4, 6E5

Emergency assistance, 9G1, 9G2

Employees (SSA) (see Offices and staff (SSA))

End stage renal disease (Medicare), 8B5, 8C3

Energy Assistance (see Low-Income Home Energy Assistance 

Program)

Entitlement year (OASDI), 5B4, 5D1, 5F9, 5F10

Excess payments (see Service delivery (OASDI and SSI))

Expectation of life, 4C6

F

Fair Labor Standards Act, 3B3

Families, beneficiary (OASDI), 2A26, 3E6, 5H1–5H4

Family maximum benefit (OASDI), 2A13, 2A14, 2A17, 2A26

Fathers (see Widowed mothers and fathers (OASDI))

Federal employees (see Government workers)

FICA taxes (see Contribution rates (OASDI))

Financing (OASDI), 2A3–2A6

Food Stamps, 9H1

Foreign countries (OASDI), 5J1–5J11, 5K1, 5M1

G

General revenue appropriations (OASDI), 2A6

Government pension offset (OASDI), 2A22, 2A23, 6E4, 6E5

Government workers, 2A1, 3C3
I.4 ♦ Annual Statistical Supplement, 2003 

H

Health and medical programs, expenditures for (see Medicaid; 

Medicare)

Health insurance for the aged and disabled (see Medicare)

Hearing receipts, dispositions, claims pending (OASDI and SSI), 

2F9

Hearings and appeals (OASDI), 2F1, 2F8, 2F9, 2F11

Hispanic origin, 3C8

Historical data 

administrative data, 2F3, 2F7

Aid to Families with Dependent Children (AFDC), 9G1

Black Lung benefits, 9D1

Emergency Assistance, 9G1

employment and earnings, 3B3

Food Stamps, 9H1

interprogram data, 3C3–3C5, 3C6.1

LIHEAP, 9J1.1, 9J2.1, 9J3.1

Medicaid recipients, 8E1, 8E2

Medicare

cost sharing and premium amounts, 2C1

enrollment, utilization, and reimbursement, 8B1–8B5, 

8B8a– 8B12

participating facilities, 8C1

trust funds, 8A1, 8A2

poverty data, 3E1, 3E2, 3E8

Social Security Acts, 2A1, 2A2, 2A6, 2A7, 2A10–2A14, 

2A16–2A18, 2A20–2A25, 2A29, 2A31, 2B1

Social Security program (OASDI)

awards, 6A1, 6A2, 6B5, 6C2, 6C7, 6D1, 6D4, 6D6, 6D8, 

6D9

benefit increases, cumulative effects of, 2A19

coverage, financing, and insured status, 2A3, 2A4

covered workers, 4B1–4B9, 4B11

current-pay benefits

benefit families, 5H1

dependents and survivors, 5F1, 5F4, 5F6, 5F8, 

5F12

disabled workers, 5D3, 5D4, 5E2

dual entitlement, 5G2

international agreements, 5M1

retired workers, 5B5, 5B8, 5C2

summary data, 5A4, 5A14, 5A17

earnings guidelines and SGA, 2A30

indexed earnings, 2A8, 2A9

insured workers, 4C1, 4C2, 4C5

retired-worker benefits, minimum and maximum, 

2A2, 2A28

terminations, 6F1

Trust funds, 4A1–4A6

Supplemental Security Income (SSI)

1619a and 1619b, 7F3

noncitizens receiving, 7E6

summary data, 7A3–7A5, 7A9

Veterans’ benefits, 9F1

Workers' compensation, 9B1

Home health agencies (Medicare), participating facilities, 8C1, 

8C3

Home health services

Medicaid, 8E1

Medicare, 8B1, 8B2, 8B9

Hospital Insurance (HI) (see Medicare)

Hospital Insurance Trust Fund (Medicare) (see Trust funds)

Hospitals, expenditures for care

Medicaid, 8E1

Medicare, 8B1, 8B2, 8B8a, 8B8b

Hospitals (Medicare), type of participating facility, 8C1, 8C2

Husbands (OASDI) (see Wives and husbands (OASDI))

I

Illustrative monthly benefits (OASDI), 2A26

Income

age, 3E3, 3E6

family, 3E3, 3E6, 3E8

personal, 4A4

poverty guidelines, 3E8

poverty thresholds, 3E1

race, 3E6

shares, 3E3, 3E6

sources, 3E3

Income tax treatment of OASDI benefits (OASDI), 2A31, 2A32, 

3C3, 4A1–4A3

Independent laboratories (Medicare), participating, 8B9, 8C1, 8C3

Indexing factors and indexed earnings (OASDI), 2A8, 2A9

Insured status provisions (OASDI), 2A7

Insured workers (OASDI)

age, 4C2, 4C5

fully insured, 4C1, 4C2, 4C5

insured for disability, 4C1, 4C2

monthly benefits for survivors of, 2A22

percentage of population, 4C5

permanently insured, 4C1

sex, 4C2, 4C5

Interfund borrowing, 2A6

Intermediate-care facilities for the mentally retarded (Medicaid), 

8E1

International agreements (OASDI), 5M1

K

Kidney disease (see End stage renal disease (Medicare))
Annual Statistical Supplement, 2003 ♦ I.5

L

Life expectancy, 4C6

Life table, 4C6

Living arrangements

aged population, 3E3, 3E4, 3E6

SSI recipients, 2B1, 7E5

Low-Income Home Energy Assistance Program (LIHEAP), 9J1– 9J3.1

Lump-sum awards (OASDI), 2A25, 4A5, 6D9

M

Maximum benefit (OASDI), 2A13, 2A14, 2A17, 2A26–2A28

Maximum indexed earnings (OASDI), 2A9

Medicaid, 2C2, 8E1, 8E2, 8H1a, 8H1b

continuation of coverage (1619b), 7F3–7F5

Medicare

aged enrollees, 2C1, 8B1, 8B3a, 8B3b, 8B4, 8B9, 8B11

amounts reimbursed, 8B1, 8B2, 8B9

assignment rates, 8B10

bills approved, 8B9–8B11

buy-ins, 8B12

charges, 8B9

claims, 8B9–8B11

Clinical Laboratory Improvement Act (CLIA) facilities, 8C1, 

8C3

coinsurance, 2C1

contributions, 4B12a, 4B12b

cost sharing, 2C1

deductibles, 2C1

disabled enrollees, 2C1, 8B2, 8B3a, 8B8b, 8B5, 8B9, 8B11

earnings of workers, 4B12a, 4B12b

end stage renal disease facilities, 8B5, 8C3

enrollment, 8B1–8B5, 8B8a–8B11

expenditures, 8A1, 8A2

hearing receipts, dispositions, claims pending, 2F9

home health agencies and services, 8B1, 8B2, 8B9, 8C1, 

8C3

hospital charges, 8B8a, 8B8b, 8B9

hospital insurance, 2C1, 8A1, 8B1–8B5, 8B8a, 8B8b, 8B8.1, 

8C1–8C3

hospitals (type of participating facility), 8B2, 8B8a, 8B8b, 

8B8.1, 8C1–8C3

independent laboratories, 8B9, 8C1, 8C3

outpatient services, 8B1, 8B2, 8B9

participating facilities, 8C1–8C3

persons served, 8B1, 8B2

physicians' services, 8B1, 8B2, 8B9–8B11

premiums, 2C1, 8A1, 8A2

race, 8B4, 8B5

reasonable charges, 8B11

reimbursements, 8B1–8B11

sex, 8B4, 8B5

short-stay hospitals, 8B8a, 8B8b, 8B8.1

skilled nursing facilities and services, 8B8a, 8B8b, 8C1, 8C3

state data, 4B12a, 4B12b, 8B3a, 8B3b, 8B8a, 8B8b, 8B8.1, 

8B12, 8C2, 8C3

Supplementary Medical Insurance, 2C1, 8A2, 8B1, 8B2, 8B4, 

8B5, 8B9–8B12, 8C1, 8C3

trust funds, 8A1, 8A2

utilization, 8B1–8B5, 8B8a–8B11

workers, 4B12a, 4B12b

Military personnel (see Uniformed services)

Minimum benefit (OASDI), 2A11, 2A17, 2A27, 2A28

Minimum wage, 2A26, 3B3

Minor children (OASDI) (see Children (OASDI), under age 18)

Mortality table (see Life table)

Mothers (OASDI) (see Widowed mothers and fathers (OASDI))

N

Noncitizens (SSI), 7E6

Nondisabled widows and widowers (OASDI) (see Widows and 

widowers, nondisabled (OASDI))

Nonprofit organizations, 2A1

Nursing facilities (Medicaid), expenditures for care, 8E1

O

Offices (SSA) and employees (SSA), 2F1–2F3

data operations centers, 2F1

field services locations, 2F1

hearings and appeals, 2F1

program service centers, 2F1

regional offices, 2F1

staff, 2F2, 2F3

demographic characteristics of, 2F2

employees with disabilities, 2F2

grade levels of, 2F2

size of, 2F3

work years, total, 2F3

Old-Age and Survivors Insurance Trust Fund (OASDI) (see Trust 

funds)

Old-Age Assistance, 3C4

Old-Age, Survivors, and Disability Insurance (OASDI) (see entries 

identified by (OASDI))

Outpatient services (Medicare and Medicaid), 8B1, 8B2, 8B9, 8E1

P

Parents (OASDI), 2A22, 4A5, 5A1, 5A1.8, 5A4–5A7, 5A10, 5F6, 

5F7, 5G3, 5H2, 6A1, 6E4

Pension offset, noncovered government, 2A22, 2A23, 6E4, 6E5
I.6 ♦ Annual Statistical Supplement, 2003 

Pensions

public employee, 3C3

Period of disability, 2A7

Physicians' services (Medicaid), 8E1

Physicians' services (Medicare), 8B1, 8B2, 8B9–8B11

Population in Social Security area, 4C5

Poverty data

age, 3E2

aged families, 3E3, 3E6

aged 65 or older, 3E1, 3E4

CPI, annual average, 3E1

family size, 3E8

family status, 3E2

living arrangements, 3E4, 3E6

nonaged family units, 3E3

poverty guidelines, 3E8

poverty thresholds, 3E1

race, 3E6

sex, 3E2, 3E4

shares of money income, sources of, 3E3

Social Security share of money income, 3E6

Primary insurance amount (OASDI) (see also specific types of 

OASDI benefits, including Children; Disabled widows and 

widowers; Disabled workers; Parents; Retired workers; Widowed mothers and fathers; Widows and widowers, nondisabled; Wives and husbands)

average indexed monthly earnings, 2A10, 2A11

average monthly wage, 2A10, 2A16, 2A17

benefit increases, effects of, 2A11, 2A13–2A14, 2A16–2A19

formulas for computing, 2A11, 2A12, 2A16–2A19

illustrative amounts, 2A26

indexing factors and indexed earnings, 2A8, 2A9

maximum indexed earnings, 2A9

minimum and maximum benefit, 2A11, 2A13, 2A14, 2A17, 

2A26–2A28

percentage of PIA for benefit types, 2A20–2A22

relationship to earnings levels, 2A26

special minimum, 2A12, 5A8

Windfall Elimination Provision (WEP), computation based on, 

2A11.1

Prouty beneficiaries (OASDI) (see Special age-72 beneficiaries 

(OASDI))

Provisions, history of

Medicaid, 2C2

Medicare, 2C1

OASDI, 2A1–2A14, 2A16–2A32

SSI, 2B1

Public assistance (see Aid to Families with Dependent Children; 

Public social welfare expenditures)

Public social welfare expenditures, 3C3

Q

Quarters of coverage (OASDI), 2A7, 2A18

R

Race (OASDI) (see also specific types of OASDI benefits, including Children; Disabled widows and widowers; Disabled workers; Retired workers; Widowed mothers and fathers; Widows 

and widowers, nondisabled; Wives and husbands)

age, 5A1.1–5A1.8, 5A3, 6A3

Medicare, 8B4, 8B5

poverty status of aged families, 3E6

sex, 5A1.1–5A1.8, 5A3, 5A7, 6A3

state data, 5J5.1

summary data, 3C7, 5A1, 5A6, 5A7, 6A3

Race (SSI), 3C7

Railroad Retirement program

source of funds for, 3C3

trust fund transfers to and from, 4A1–4A3, 8A1

Railroad temporary disability insurance program, 9C1

Reconsiderations (OASDI and SSI), 2F7

Reduction for early retirement (OASDI)

age, 5A3, 5B1, 5B2, 6A5

benefit amounts, illustrative, 2A26

disabled workers, 5A3, 6A5

minimum and maximum benefit, 2A27

race, 5A3, 5A7

retired workers

dually entitled, 5G1

with benefits withheld, 6B1, 6E1

with delayed retirement credit, 5B1, 5B3

with reduction, 5A3, 5B6–5B8, 5G1, 5H2, 6A5, 6B3, 

6B4, 6E1

without delayed retirement credit, 5B2, 5B3

without reduction, 5B1, 5B2, 5B6–5B8, 5G1, 5H2, 6B3, 

6B4, 6E1

sex, 5A3, 5A7, 5B1, 5B2, 5B6–5B8, 5G1, 6A5, 6B3, 6B4

widows, nondisabled, 5A3, 6A5

wives and husbands, 5A3, 5A7, 6A5

Religious personnel, 2A1

Representative payment (OASDI), 5L1

Representative payment (SSI), 7E4

Retired workers (OASDI)

age, 5A1.1, 5A3, 5A5, 5A10, 5A15, 5A16, 5B5, 5B9, 6A4, 

6A5, 6B5

awards, 6A1–6A5, 6B1, 6B3–6B5

beneficiary families, 5H1–5H3

benefit distributions, 5B6, 5B7, 5B9, 5J6, 6B3, 6B4, 5H3

benefits in current and constant dollars, 3C4

benefits paid

annual, 4A5

monthly, 5A4, 5A16, 5J4, 6A6
Annual Statistical Supplement, 2003 ♦ I.7

benefits withheld, 6E1, 6E4

benefits withheld due to earnings, 6B1

disability conversions, 6A4

foreign countries, 5J11

newly entitled, 6A4

primary insurance amount, 5B1, 5B2, 5B7, 5C1, 5G1, 5H1, 

6A2, 6B1, 6B4

special minimum, 5A8

qualifications for benefits, 2A20

race, 5A1, 5A1.1, 5A3, 5A6, 5A7, 6A3

sex, 5A1, 5A1.1, 5A3, 5A7, 5A10, 5A15, 5A16, 5B6–5B9, 

5C2, 6A2–6A5, 6B1, 6B3–6B5, 6E4

state data, 5J2, 5J4, 5J6, 6A6

terminations, 6F1, 6F2

with delayed retirement credit, 5B1–5B3

with dual entitlement, 5G1–5G5

with reduction for early retirement, 5A3, 5B6–5B8, 5G1, 5H2, 

6B1, 6B3, 6B4, 6E1

without reduction for early retirement, 5B1, 5B2, 5B6–5B8, 

5G1, 5H2, 6B1, 6B3, 6B4, 6E1

year of entitlement, 5B4

Retirement age, 2A17.1

Retirement programs (see Pensions; Railroad Retirement program; Retired workers (OASDI))

Retirement test (see Earnings test (OASDI))

S

SECA taxes (see Contribution rates (OASDI))

Section 1619a (see Special SSI cash payments (1619a) (SSI))

Section 1619b (see Continuation of Medicaid coverage (1619b) 

(SSI))

Self-employed workers (see also Covered workers (OASDI); 

Earnings of covered workers (OASDI))

age, 4B8

contribution rates, 2A3

earnings, 4B2–4B4, 4B9–4B12b

maximum annual amount of contributions, 2A4

maximum taxable earnings, 2A3

Medicare, 4B12

OASDHI contributions, 2A4, 2A5, 4B10a, 4B10b, 4B11

sex, 4B3, 4B4, 4B9

state data, 4B10a, 4B10b, 4B12a, 4B12b

tax credits, 2A5, 2A6

taxable earnings, amount reported, 4B2, 4B10a–4B12b

with earnings above maximum taxable, 4B9

with earnings below maximum taxable, 4B4, 4B9

Service delivery (OASDI and SSI)

accuracy rates, payment, 2F7

allowances, 2F7

denials, 2F7

disability determinations, 2F7

800 number (1-800-772-1213)

average waiting time, 2F7

calls received, 2F7

excess payments, 2F7

OASI payments, 2F7

reconsiderations, 2F7

reversals of denials, 2F7

SSI payments, 2F7

underpayments, 2F7

Sex (OASDI) (see also specific types of OASDI benefits, including 

Children; Disabled widows and widowers; Disabled workers; 

Retired workers; Widowed mothers and fathers; Widows and 

widowers, nondisabled; Wives and husbands)

age, 3C8, 5A1.1–5A1.8, 5A10, 5A15, 5A16, 6A3

life table, 4C6

race, 3C7, 5A1.1–5A1.8, 5A7, 6A3

state data, 5J5.1

summary data, 5A7, 5A16, 6A3

Sex (SSI) (see Supplemental Security Income)

Short-term sickness and disability benefits, 9C1

Skilled nursing facilities (Medicare)

expenditures for care, 8B1, 8B2, 8B8a, 8B8b

participating facilities, 8C1, 8C3

Social insurance programs, summary data, 3C3

Social Security Act, 2A1, 2A2, 2A6, 2A7, 2A10–2A14, 2A16– 2A18, 2A20–2A25, 2A29, 2A31, 2B1

Social Security program (see entries identified by (OASDI))

Social welfare expenditures, 3C3 

Special age-72 beneficiaries (OASDI), 2A24, 4A5, 5A4, 6A1, 6E4, 

6F1, 6F2

Special minimum primary insurance amount (OASDI), 2A12, 5A8

Special SSI cash payments (1619a) (SSI), 7F3–7F5

Spouses (OASDI) (see Wives and husbands (OASDI))

Staff (SSA) (see Offices (SSA) and employees (SSA))

State and local government pensions (see Government workers)

State data

Aid to Families with Dependent Children, 9G1, 9G2

Black Lung benefits, 9D2

Low-Income Home Energy Assistance, 9J1–9J3

Medicaid, 2C2, 8H1a, 8H1b

Medicare, 4B12a, 4B12b, 8B3a, 8B3b, 8B8a, 8B8b, 8B8.1, 

8B12, 8C2, 8C3

OASDI

beneficiaries, 3C5, 5J1–5J6, 5J8–5J10, 5J14, 6A6

concurrent receipt with SSI, 3C5, 7D2

covered workers, 4B10a, 4B10b, 4B12a, 4B12b

diagnoses, 5J12, 5J13

monthly benefits of disabled beneficiaries, 5J14

taxable earnings, 4B10a, 4B10b, 4B12a, 4B12b
I.8 ♦ Annual Statistical Supplement, 2003 

SSI

concurrent receipt with OASDI, 3C5, 7D2

Medicaid, 2C2

recipients, 3C5, 7B1–7B3, 7B7–7B9, 7D2, 7F5

Temporary Assistance for Needy Families (TANF), 9G2

Unemployment Insurance, 9A2

Workers' compensation, 9B1–9B3

State Supplementation (see Supplemental Security Income (SSI))

Students (OASDI) (see Children (OASDI))

Substantial gainful activity, 2A30

Supplemental Security Income (SSI)

adults, 7C1, 7E2, 7E3

age, 3C7, 3C8, 7A1, 7A8, 7A9, 7B9, 7D1, 7D2, 7E2–7E5, 

7F1, 7F2, 7F4

aged, 3C5, 7A1–7A5, 7A8, 7A9, 7B1, 7B2, 7B9, 7C1, 7C2, 

7D1, 7D2, 7E2–7E5

awards, 7A8, 7B9, 7E2

benefit rates, 2B1

benefits in current and constant dollars, 3C4

blind, 7A1–7A5, 7A8, 7A9, 7B1, 7B2, 7B8, 7B9, 7C1, 7C2, 

7D1, 7D2, 7E2–7E5, 7F1

blind and disabled adults, 3C6.1, 7C1, 7F1, 7F2

blind and disabled children, 3C6.1, 7A2, 7B8, 7C1, 7E2–7E4, 

7F1, 7F2

claims workloads, 2F6

concurrent SSI and OASDI, 3C5, 3C6, 3C6.1, 7D1, 7D2

continuation of Medicaid coverage (1619b) (SSI), 7F3–7F5

couples, 7A2, 7C2

diagnostic group, 7F1, 7F2

disabled, 3C6.1, 7A1–7A5, 7A8, 7A9, 7B1, 7B2, 7B9, 7C1, 

7C2, 7D1, 7D2, 7E2–7E5, 7F1

earnings, 7D1, 7F4 

federal SSI payments, 7A1–7A5, 7B3, 7B7

federally administered payments, 3C6.1, 7A1–7A5, 7A8, 

7A9, 7B1, 7B3, 7B7

hearing receipts, dispositions, claims pending, 2F9

Hispanic origin, 3C8

income, 7D1

living arrangements, 7E5

noncitizens, 7E6

OASDI (received concurrently with SSI), 3C5, 3C6, 7D1, 7D2

payment distributions, 7C1, 7C2

payments in current and constant dollars, 3C4

race, 3C7

representative payment, 7E4

service delivery, 2F7

sex, 3C7, 3C8, 7E2, 7E3, 7F2

special SSI cash payments (1619a), 7F3–7F5

state data, 3C5, 7B1–7B3, 7B7–7B9, 7D2, 7F5

state supplementation, 7A1–7A5, 7B2, 7B3, 7B7

unearned income, 7D1, 7F4

Supplementary Medical Insurance (SMI) (see Medicare)

Supplementary Medical Insurance (SMI) Trust Fund (see Trust 

funds)

Survivor benefits (OASDI) (see Children (OASDI); Dependents 

and survivors; Disabled widows and widowers; Parents; Widowed mothers and fathers; Widows and widowers; Widows and 

widowers, nondisabled)

T

Tax credits (OASDI), 2A5, 2A6, 3C3

Taxable earnings (OASDI), 2A3, 2A4, 2A8, 2A9, 2A18, 2A26, 

4B1, 4B2, 4B10a–4B12b (see also Earnings of covered workers 

(OASDI))

Taxable maximum (OASDI), 2A3, 2A4, 2A8, 2A9, 2A18, 2A26, 

4B4, 4B7, 4B9 (see also Covered workers (OASDI))

Taxation of OASDI benefits, 2A31, 2A32, 3C3, 4A1–4A3

Taxes (OASDI and HI)

amounts, 4A1–4A3, 4B10a–4B12b

rates, 2A3, 2A4

state amounts, 4B10a, 4B10b, 4B12a, 4B12b

Temporary Assistance for Needy Families (TANF), 3C4, 9G1, 9G2 

(see AFDC)

Temporary disability insurance, 9C1

Termination of benefits (OASDI), 6F1–6F3

Time-series data (see Historical data)

Totalization (OASDI), 5M1

Transitionally insured (OASDI), 2A23

Trust funds

Disability Insurance, 3C3, 4A2–4A4, 4A6, 5A4

Hospital Insurance, 3C3, 4A4, 8A1

Old-Age and Survivors Insurance, 3C3, 4A1, 4A3–4A5, 5A4

Supplementary Medical Insurance, 3C3, 4A4, 8A2

U

Underpayments (OASDI and SSI), 2F7

Unemployment Insurance, 9A2

Uniformed services, 2A1, 2A2

V

Veterans' programs, 9F1

Vocational rehabilitation services, 2A25

W

Wage and salary workers (OASDI) (see Covered workers 

(OASDI); Earnings of covered workers (OASDI))

Wage credits (OASDI), 2A1, 2A2, 2A6
Annual Statistical Supplement, 2003 ♦ I.9

Widowed mothers and fathers (OASDI)

age, 5A1.5, 5A5, 5A16, 6A3, 6D7

awards, 6A1, 6A3, 6D6, 6D7

beneficiary families, 5H1–5H2, 5H4

benefit distributions, 5H3

benefits in current and constant dollars, 3C4

benefits paid

annual, 4A5

monthly, 5A4, 5A16, 5F6

benefits withheld, 6E4

entitlement based on disabled child, 5F12, 6D6

primary insurance amount, 5F7, 5H2

special minimum, 5A8

qualifications for benefits, 2A22

race, 5A1, 5A1.5, 5A6, 5A7

sex, 5A1.5, 5A7, 5A16

surviving divorced, 5A1.5, 5F12, 6D6, 6D7

terminations, 6F1, 6F2

Widows and widowers (OASDI)

benefits paid

annual, 4A5, 4A6

monthly, 5A4, 5A16, 5A17, 5F1

benefits withheld, 6E4

foreign countries, 5J11

qualifications for benefits, 2A22, 2A23

state data, 5J2, 5J4

terminations, 6F1, 6F2

Widows and widowers, disabled (see Disabled widows and widowers (OASDI))

Widows and widowers, nondisabled (OASDI)

age, 5A1.6, 5A3, 5A5, 5A10, 5A15, 5A16, 5F11, 5F13, 6A3, 

6D7

awards, 6A2, 6A3, 6D7, 6D8

beneficiary families, 5H1, 5H2, 5H4

benefit distributions, 5F11, 5H4, 5J9

benefits paid, monthly, 5A16, 5A17, 5F8, 5F13

dually entitled, 5A14, 5A15, 5G2–5G5

limitation of benefit, 5F13

primary insurance amount, 5F7, 5H2

special minimum, 5A8

qualifications for benefits, 2A22, 2A23

race, 5A1, 5A1.6, 5A3, 5A6, 5A7, 6A3

sex, 5A1.6, 5A3, 5A7, 5A10, 5A16, 5F6, 5F8, 5F11, 6A3, 6D7

state data, 5J9

surviving divorced, 5A1.6

with reduction for early retirement, 5A3, 5F13, 6A5

without reduction for early retirement, 5F13

year of entitlement, 5F9

Windfall elimination provision (WEP), 2A11.1

Withheld benefits (OASDI)

by reason and type of benefit, 6E4, 6E5

of retired workers, 6E1

Wives and husbands (OASDI)

age, 5A1.3, 5A3, 5A5, 5A10, 5A15, 5A16, 6A3, 6A5, 6D3

awards, 6A1, 6A3, 6A5, 6D1, 6D3

beneficiary families, 5H1–5H3

benefit distributions, 5F3, 5H3

benefits paid

annual, 4A5, 4A6

monthly, 5A4, 5A16, 5F1

benefits withheld, 6E4, 6E5

divorced, 5A1.3, 6D3

dually entitled, 5A14, 5A15, 5G2–5G5

entitlement based on age, 5A1.3, 5A7, 5C2, 5F1, 5F3, 6A3, 

6D1, 6D3

entitlement based on care of children, 5A1.3, 5A7, 5C2, 5F1, 

6A3, 6D1, 6D3

foreign countries, 5J11

of disabled workers, 5A1 5A1.3, 5A5–5A7, 5A16, 5C1, 5F1, 

6A1, 6A3, 6A5, 6D1, 6D3

of retired workers, 5A1, 5A1.3, 5A5–5A7, 5A16, 5C1, 5F1, 

6A1, 6A3, 6A5, 6D1, 6D3

primary insurance amount, 5C1, 5H1

special minimum, 5A8

qualifications for benefits, 2A21, 2A23

race, 5A1, 5A1.3, 5A3, 5A6, 5A7, 6A3

sex, 5A1.3, 5A3, 5A7, 5A10, 5A16, 5C2, 6A3, 6D1

state data, 5J2, 5J4

terminations, 6F1–6F3

with entitlement based on disabled child, 5A7, 5F1

with reduction for early retirement, 5A3, 5A7, 6A5

Workloads (OASDI and SSI), 2F4–2F6, 2F8

Workers' compensation, 9B1–9B3

Workers' compensation offset, 6E4, 6E5