Preface

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

The majority of the data concern the Old-Age, Survivors, and Disability Insurance programs, 

known collectively as Social Security, and the Supplemental Security Income program. 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 (SSA'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. One 

of our most important goals is to provide clear and meaningful program data. For this reason, we 

have repackaged the all-in-one Table 5.A1 into smaller, more manageable statistical tables so 

that it is easier to locate data on specific beneficiary populations.

 The Supplement is prepared by SSA staff from various components throughout the agency. 

I would also like to express my thanks to the many people in other federal agencies for their 

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

edition. 

General questions or comments 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 www.ssa.gov/policy. For additional copies of the 

report, please telephone 202-358-6274 or e-mail ores.publications@ssa.gov. 

Susan Grad

Acting Associate Commissioner

for Research, Evaluation, and Statistics

December 2002

v

Contents 

vi Abbreviations

ix List of Tables

1 Highlights and Trends 

9 Social Security 

18 Supplemental Security Income 0

Health Care 

38 Medicare

52 Medicaid 0

Other Social Insurance and Veterans ’ Benefits

58 Unemployment Insurance

61 Workers’ Compensation

63 Temporary Disability Insurance

65 Black Lung Benefits

66 Veterans' Benefits 0

Public Assistance

69 Temporary Assistance for Needy Families

72 Food Stamps

77 Low-Income Home Energy Assistance Program 0

Appendixes

339 A: Sampling Variability

341 B: OASDI Benefit Award Data

342 C: Poverty Data

345 D: Computing a Retired-Worker Benefit 0

351 Glossary

371 Index to Tables
vi

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

ESRD End stage renal disease

FERS Federal Employees Retirement System

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
vii

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

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
viii

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
ix

List of Tables

History of OASDI Provisions

0

Coverage, Financing, and Insured Status

Page 0

80 2.A1 Type of covered employment and self-employment

82 2.A2 Noncontributory wage credits

83 2.A3 Annual maximum taxable earnings and actual contribution rates, 1937–2002 and thereafter

84 2.A4 Maximum annual amount of contribution, 1937–2002

85 2.A5 Tax credits

85 2.A6 Appropriations from general revenues and interfund borrowing

86 2.A7 Insured status (benefit eligibility) 0

Benefit Computation and Automatic Adjustments 0

88 2.A8 Factors for indexing earnings, 1951–2002

90 2.A9 Indexed earnings for workers with maximum earnings, 1951–2002

91 2.A10 Average monthly wage (AMW) and average indexed monthly earnings (AIME)

92 2.A11 Formulas for computing primary insurance amount (PIA) from AIME, increases in PIA based on cost-ofliving adjustments, and minimum PIA, for workers who were first eligible (attained age 62, became 

disabled, or died) in 1979 or later

93 2.A11.1 Computation of PIA based on Windfall Elimination Provision (WEP)

94 2.A12 Special minimum PIA (formula applies to years of coverage)

96 2.A13 Formulas for computing maximum family benefit from primary insurance amount (PIA), and increases in 

maximum based on cost-of-living adjustments, for workers who attained age 62 or died (before attaining 

age 62) in 1979 or later

96 2.A14 Formulas for computing maximum family benefit, and increases in maximum based on cost-of-living 

adjustments, for workers first eligible for disability benefits in 1979 or later

2.A15 Discontinued

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

earnings after 1950, and percentage increases in PIA

99 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

100 2.A18 Automatic adjustment provisions

102 2.A19 Cumulative effect of statutory and automatic increases in benefits: 100 dollar base benefit 0

Benefit Types and Levels 0

104 2.A20 Monthly benefits for retired and disabled workers

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

107 2.A22 Monthly benefits for survivors of deceased workers

111 2.A23 Monthly benefits for transitionally insured workers and their spouses and surviving spouses, aged 72 

before 1969

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

113 2.A25 Lump-sum benefits and vocational rehabilitation services

114 2.A26 Monthly benefit amount for selected beneficiary families with first eligibility in 2001, by average indexed 

monthly earnings for selected wage levels, effective December 2001

115 2.A27 Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 62, 

1957–2002

116 2.A28 Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 65, 

1940–2002 0

Effect of Current Earnings and Taxation of Benefits 0

118 2.A29 Earnings (retirement) test

120 2.A30 Earnings guidelines regarding substantial gainful activity (SGA), 1961–2002
x

121 2.A31 Taxation of Social Security benefits

122 2.A32 Taxation of Social Security benefits: Examples

History of SSI, Medicare, and Medicaid Provisions

0

Supplemental Security Income 0

123 2.B1 Federal benefit rates, 1974–2002 0

Medicare 0

124 2.C1 Medicare cost sharing and premium amounts, 1966–2003 0

Medicaid 0

125 2.C2 Federal medical assistance percentage and enhanced federal medical assistance percentage, by state 

or other area, 2001 and 2002 0

SSA Administrative Data

Offices and Staff 0

126 2.F1 Number of SSA offices, 2001

126 2.F2 Number of SSA employees and percentage distribution who are women, minorities and disabled, by 

grade, September 30, 2001

126 2.F3 Number of work years, fiscal years, 1992–2001 0

Claims Workloads 0

127 2.F4 Number of Old-Age and Survivors Insurance claims, fiscal year 2001

127 2.F5 Number of Disability Insurance claims, fiscal year 2001

127 2.F6 Number of Supplemental Security Income claims, fiscal year 2001 0

Service Delivery 0

128 2.F7 Accuracy rates and use of 800 telephone number, fiscal years 1997–2001 0

Hearings and Appeals 0

129 2.F8 Workload of SSA's Administrative Law Judges (ALJs), fiscal years 2000–2002

129 2.F9 Number of hearing receipts, dispositions, and end-of-year pending cases, fiscal years 2001–2002

129 2.F10 Number of civil litigation cases, fiscal year 2001

129 2.F11 Number of SSA Appeals Council cases, fiscal years 2000–2002 0

Social Welfare and the Economy

Social Welfare Expenditures 0

130 3.A1 Gross domestic product (GDP) and social welfare expenditures under public programs, selected fiscal 

years 1965–1995

3.A2 Discontinued

131 3.A3 Social welfare expenditures under public programs, selected fiscal years 1965–1995

132 3.A4 Private social welfare expenditures, by category and as a percent of gross domestic product (GDP), 

selected years, 1980–1994 0

Employment and Earnings 0

3.B1 Discontinued

3.B2 Discontinued

133 3.B3 Federal minimum wage rates under the Fair Labor Standards Act and average hourly earnings and 

average weekly hours for production workers in manufacturing, selected years 1938–2001
xi

Interprogram Data

3.C1 Discontinued

3.C2 Discontinued

134 3.C3 Selected social insurance programs: Source of funds from contributions, selected years 1965–2001

135 3.C4 Average monthly amount of Social Security and selected public assistance programs: December 

1950–2001

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

(SSI) payments, or both, by state rank, December 1940–2001, selected years 

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

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

December 2001

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

Supplemental Security Income payments based on disability, by type of benefit, December 1978–2001

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

Income, by sex, age, and race in March 2001, and median annual benefit in 2000

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

Income and number and percentage of Hispanic origin, by age and sex in March 2001, and median 

annual benefit in 2000

Poverty 0

141 3.E1 Weighted average poverty thresholds for nonfarm families of specified size, 1959–2001

142 3.E2 Number and percentage of poor persons, by age, at end of selected years 1959–2000

143 3.E3 Shares of money income from earnings and other sources for aged and nonaged families, 2000

144 3.E4 Current living arrangements of persons aged 65 or older, March 2001

3.E5 Discontinued

145 3.E6 Aged families receiving Social Security benefits, by share of income from benefits and race, 2000

3.E7 Discontinued

146 3.E8 Poverty guidelines for families of specified size, 1965–2002

Old-Age, Survivors, and Disability Insurance

Trust Funds

147 4.A1 Old-Age and Survivors Insurance, selected years 1937–2001

148 4.A2 Disability Insurance, 1957–2001

149 4.A3 Combined OASI and DI, 1957–2001

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

selected years 1937–2001

151 4.A5 Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2001

152 4.A6 Total annual benefits paid from DI trust fund, by type of benefit, 1957–2001

Covered Workers

153 4.B1 Workers, earnings, and Social Security numbers issued, 1937–2001

154 4.B2 Number and amount of earnings for wage and salary and self-employed workers, 1951–2001

155 4.B3 Number of workers and median annual earnings, by type of worker and sex, selected years 1937–1999

156 4.B4 Percentage of all workers and self-employed workers with total annual earnings below annual maximum 

taxable, by sex, selected years 1937–1999

157 4.B5 Number of all workers, by age and sex, selected years 1937–1999

158 4.B6 Median earnings of all workers, by age and sex, selected years 1937–1999

159 4.B7 Number of wage and salary workers, by amount of taxable earnings and sex, 1992–1999

160 4.B8 Number of self-employed workers, by age and sex, selected years 1951–1999

161 4.B9 Number of self-employed workers, by amount of taxable earnings and sex, 1992–1999

162 4.B10 Number of workers, taxable earnings, and contributions, by type of employment and state or other area, 

1999

163 4.B11 Number of workers, taxable earnings, and contributions, by type of employment, selected years 1937–

2001
xii

164 4.B12 Number of workers, taxable earnings, and contributions, by type of employment and state or other area, 

1999

Insured Workers

165 4.C1 Estimated number, by insured status, December 31, 1940–2002

166 4.C2 Estimated number, by insured status, age, and sex, December 31, 1970–2002, selected years 

4.C3 Discontinued

4.C4 Discontinued

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

sex, 1998–2002

169 4.C6 Period life table, 1999

Benefits in Current-Payment Status

170 5.A1 Number and average monthly benefit, by type of benefit and race, December 2001

171 5.A1.1 Number and average monthly benefit for retired workers, by race, age, and sex, December 2001

173 5.A1.2 Number and average monthly benefit for disabled workers, by race, age, and sex, December 2001

176 5.A1.3 Number and average monthly benefit for spouses, by race, sex, basis of entitlement, age and marital 

status, December 2001

179 5.A1.4 Number and average monthly benefit for children, by type of benefit, race and age, December 2001

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

status, December 2001

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

December 2001

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

December 2001

184 5.A1.8 Number and average monthly benefit for parents, by race, age, and sex, December 2001

5.A2 Discontinued

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

and sex, December 2001

189 5.A4 Number and total monthly benefits, December 1940–2001, selected years

190 5.A5 Number and average age, by type of benefit, December 2001

190 5.A6 Number and average monthly benefit, by type of benefit, race, and sex, December 2001

191 5.A7 Number and average monthly benefit for women, by type of benefit and race, December 2001

191 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, December 2001

5.A9 Discontinued

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

December 2001

5.A11 Discontinued

5.A12 Discontinued

5.A13 Discontinued

193 5.A14 Number and percentage distribution of women aged 62 or older, by type of benefit and dual entitlement 

status, December 1960–2001, selected years

193 5.A15 Number and average monthly benefit for women aged 65 or older, by age, type of benefit, and dual 

entitlement status, December 2001

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

2001

195 5.A17 Number and average benefit for disabled beneficiaries, by type of benefit, 1957–2001 0

Retired Workers 0

196 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 2001

197 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 2001
xiii

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

December 2001

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

December 2001

200 5.B5 Number, average age, and percentage distribution, by age and sex, December 1940–2001, selected 

years

201 5.B6 Number and percentage distribution with and without reduction for early retirement, by monthly benefit 

and sex, December 2001

202 5.B7 Number and percentage distribution with and without reduction for early retirement, by primary insurance 

amount and sex, December 2001

203 5.B8 Number and average monthly benefit with and without reduction for early retirement, by sex, December 

1956–2001, selected years

204 5.B9 Number and percentage distribution, by monthly benefit, age, and sex, December 2001 0

Retired Workers and Dependents 0

205 5.C1 Number and percentage distribution, by type of benefit and primary insurance amount, December 2001

206 5.C2 Average monthly benefit, by type of benefit and sex, December 1940–2001, selected years 0

Disabled Workers 0

207 5.D1 Number, percentage, and average monthly benefit, by year of entitlement as disabled worker and sex, 

December 2001

208 5.D2 Number and percentage distribution, by monthly benefit and sex, December 2001

208 5.D3 Number and monthly benefits, by sex, December 1957–2001, selected years

209 5.D4 Number, average age, and percentage distribution, by age and sex, December 1957–2001, selected 

years

210 5.D4.1 Number and percentage distribution of disabled beneficiaries, by type of beneficiary and diagnostic 

group, December 2001

211 5.D5 Number and percentage distribution, by diagnostic group, and sex, December 2001

212 5.D6 Number and percentage distribution, by diagnostic group, age, and sex, December 2001

Disabled Workers and Dependents 0

213 5.E1 Number and percentage distribution, by type of benefit and primary insurance amount, December 2001

213 5.E2 Average monthly benefit, by type of benefit, age, and sex, December 1957–2001, selected years 0

Dependents and Survivors 0

214 5.F1 Number of wives and husbands and total monthly benefits, by type of benefit, December 1950–2001, 

selected years

5.F2 Discontinued

215 5.F3 Number and percentage distribution of wives with entitlement based on age, by monthly benefit and age, 

December 2001

216 5.F4 Number of children and total monthly benefit, by type of benefit, December 1940–2001, selected years

5.F5 Discontinued

217 5.F6 Average monthly benefit for survivors, by type of benefit, December 1940–2001, selected years

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

December 2001

219 5.F8 Number of widow(er)s and total monthly benefit, by type of benefit, December 1950–2001

220 5.F9 Number, percentage, and average monthly benefit, by year of entitlement as nondisabled widow(er), 

December 2001

220 5.F10 Number, percentage, and average monthly benefit, by year of entitlement as disabled widow(er), 

December 2001

221 5.F11 Number and percentage distribution of nondisabled widows, by monthly benefit and age, 

December 2001

222 5.F12 Number of widowed mothers and fathers and total monthly benefit, by type of benefit, 

December 1950–2001, selected years
xiv

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

limitation of benefit, December 2001 0

Retired Workers with Dual Entitlement 0

224 5.G1 Number and percentage distribution of persons receiving both a retired-worker and secondary benefit 

without and with reduction for early retirement, by primary insurance amount and sex, December 2001

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

December 1952–2001

226 5.G3 Number receiving both a retired-worker and a secondary benefit and average monthly benefit, by type of 

secondary benefit, December 2001

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

retired-worker benefit as a percentage of both benefits, December 2001

227 5.G5 Number and percentage distribution, by total combined monthly benefit and retired-worker benefit, 

December 2001 0

Beneficiary Families 0

228 5.H1 Number and average monthly family benefit for selected family groups, December 1945–2001, 

selected years

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

groups, December 2001

230 5.H3 Number and percentage distribution of retired-worker and disabled-worker families, by monthly benefit 

for selected family groups, December 2001

231 5.H4 Number and percentage distribution of survivor families, by monthly benefit for selected family groups, 

December 2001 0

Geographic Data 0

232 5.J1 Estimated total benefits paid, by program and state or other area, 2001

233 5.J2 Number, by type of benefit and state or other area, December 2001

234 5.J3 Number and total monthly benefit for beneficiaries aged 65 or older, by sex and state or other area, 

December 2001

235 5.J4 Total monthly benefit, by type of benefit and state or other area, December 2001

236 5.J5 Number, by age and state or other area, December 2001

237 5.J5.1 Number, by race, sex, and state or other area, December 2001

238 5.J6 Average and median monthly benefit for retired workers and number and percentage distribution, by 

monthly benefit and state or other area, December 2001

5.J7 Discontinued 

239 5.J8 Average and median monthly benefit for disabled workers and number and percentage distribution, by 

monthly benefit and state or other area, December 2001

240 5.J9 Average and median monthly benefit for nondisabled widow(er)s and number and percentage 

distribution, by monthly benefit and state or other area, December 2001

241 5.J10 Number of children, by type of benefit and state or other area, December 2001

242 5.J11 Number and total monthly benefit for beneficiaries in foreign countries, December 2001

243 5.J12 Number of disabled workers, by diagnostic group and state or other area, December 2001

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

December 2001

245 5.J14 Number, average and median monthly benefit, by type of disabled beneficiary and state or other area, 

December 2001 0

Direct Deposit

246 5.K1 Number and percentage of beneficiaries, and average monthly benefit, by direct deposit status and state 

or other area, December 2001 0

Representative Payee 0

247 5.L1 Number and percentage of beneficiaries with representative payee, by type of beneficiary and age, 

December 2001
xv

0

International Agreements 0

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

and type of benefit, December 1983–2001, selected years

Benefits Awarded, Withheld, and Terminated

249 6.A1 Number, by type of benefit, 1940–2001

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

disabled workers, and nondisabled widows, by sex, selected years 1940–2001 

251 6.A3 Number and average monthly benefit, by type of benefit, race, age, and sex, 2001

253 6.A4 Number and average monthly benefit for retired and disabled workers, by age and sex, 2001

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

2001

255 6.A6 Number, percentage distribution, and average monthly benefit for retired and disabled workers, by state 

or other area, 2001 0

Retired Workers 0

256 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 age and sex, 2001

6.B2 Discontinued

257 6.B3 Number and percentage distribution with and without reduction for early retirement, by monthly benefit 

and sex, 2001

258 6.B4 Number and percentage distribution with and without reduction for early retirement, by primary insurance 

amount and sex, 2001

259 6.B5 Number, average age, and percentage distribution, by age and sex, selected years 1940–2001 0

Disabled Workers 0

260 6.C1 Number and percentage distribution, by monthly benefit and sex, 2001

261 6.C2 Number, average age, and percentage distribution, by age and sex, selected years 1957–2001 

262 6.C3 Number and percentage distribution, by diagnostic group, age, and sex, 2001

6.C4 Discontinued

6.C5 Discontinued

6.C6 Discontinued

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

workers, selected years 1960–2001 0

Dependents and Survivors 0

264 6.D1 Number of wives and husbands, by type of benefit, selected years 1950–2001 

6.D2 Discontinued

265 6.D3 Number and average monthly benefit for wives and husbands, by age and sex, 2001

266 6.D4 Number of children, by type of benefit, selected years 1957–2001 

268 6.D5 Number and average monthly benefit for children, by type of benefit and age, 2001

269 6.D6 Number of mothers and fathers, by type of benefit, 1950–2001

270 6.D7 Number and average monthly benefit for widow(er)s, by age and sex, 2001

271 6.D8 Number of widow(er)s, by type of benefit, 1950–2001

271 6.D9 Number and average amount of lump-sum death payment awards, 1940–2001 0

Benefits Withheld 0

272 6.E1 Number and percentage distribution of retired workers with benefits withheld, by monthly benefit, 

reduction for early retirement, and sex, December 2001

6.E2 Discontinued 

6.E3 Discontinued 

273 6.E4 Number of beneficiaries, with benefits withheld, by reason for withholding payment, type of benefit, and 

age, December 2001
xvi

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

type of benefit, December 2001 0

Benefits Terminated 0

274 6.F1 Number of benefits terminated, by type, 1940–2001

275 6.F2 Number, by reason for termination and type of benefit, 2001

275 6.F3 Number of wives, husbands, and children, by reason for termination and type of benefit, 2001

Supplemental Security Income

0

276 7.A1 Number of persons receiving federally administered payments, total amount, and average monthly 

amount, by source of payment, eligibility category, and age, December 2001

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

average monthly amount, by source of payment and eligibility category, December 2001

277 7.A3 Number of persons receiving payments, by source of payment and eligibility category, January 1974 and 

December 1975–2001, selected years

278 7.A4 Total annual amount of payments, by source of payment and eligibility category, selected years 1974–

2001 

279 7.A5 Average monthly amount, by source of payment and eligibility category, December 1975–2001, selected 

years

7.A6 Discontinued

7.A7 Discontinued

280 7.A8 Number of federally administered awards, by eligibility category and age, 1974–2001

281 7.A9 Number of persons receiving federally administered payments, by eligibility category and age, 

December 1974–2001 0

State Data 0

282 7.B1 Number of persons receiving federally administered payments and total annual amount, by eligibility 

category and state or other area, 2001

283 7.B2 Number of persons receiving state-administered supplementation and total amount of payments, by 

eligibility category and state, 2001

284 7.B3 Number of persons receiving federally administered payments and average monthly amount, by state or 

other area, December 2001

7.B4 Discontinued

7.B5 Discontinued

7.B6 Discontinued

285 7.B7 Total amount, federal payments, and state supplementation, by state or other area, 2001

286 7.B8 Number of blind and disabled persons under age 18 receiving federally administered payments, by state 

or other area, December 2001

287 7.B9 Number of federally administered awards, by eligibility category, age, and state or other area, 2001 0

Benefit Distributions 0

288 7.C1 Number and percentage distribution of adult individuals and persons under age 18 receiving federal SSI 

payments, by eligibility category and monthly amount, December 2001

288 7.C2 Number and percentage distribution of couples receiving federal SSI payments, by eligibility category 

and monthly amount, December 2001 0

Other Income Sources 0

289 7.D1 Persons receiving both federally administered payments and other income, average monthly amount of 

income, by source of income, eligibility category, and age, December 2001

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

average monthly amount of benefits, by eligibility category, age, and state or other area, December 2001 0

Recipient Characteristics 0

7.E1 Discontinued 
xvii

291 7.E2 Number and percentage distribution of federally administered awards, by sex, age, and eligibility 

category, 2001

292 7.E3 Number and percentage distribution of persons receiving federally administered payments, by sex, age, 

and eligibility category, December 2001

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

administered payments, by eligibility category and age, December 2001

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

category, age, and living arrangement, December 2001

293 7.E6 Number of noncitizens receiving federally administered payments as a percent of SSI recipients, by 

eligibility category, December 1982–2001, selected years 0

Disability 0

294 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 

2001

295 7.F2 Number and percentage distribution of blind and disabled persons under age 65 receiving federally 

administered payments, by diagnostic group, age, and sex, December 2001

296 7.F3 Number of persons receiving special Supplemental Security Income payments and extended Medicaid 

coverage, for selected months, 1982–2001

297 7.F4 Number of persons receiving special Supplemental Security Income payments and extended Medicaid 

coverage, by age, sex, types and amounts of earned and unearned income, December 2001

298 7.F5 Number of persons receiving special Supplemental Security Income payments and extended Medicaid 

coverage and average monthly earnings, by state or other area, December 2001

Health Care Programs

Medicare

Trust Funds 0

299 8.A1 Hospital Insurance, 1966–2001

300 8.A2 Supplementary Medical Insurance, 1966–2001 0

Enrollment, Utilization, and Reimbursement 0

301 8.B1 Hospital Insurance and Supplementary Medical Insurance: Aged persons enrolled, served, and amount 

reimbursed, by type of coverage and service, selected years 1967–1998 

302 8.B2 Hospital Insurance and Supplementary Medical Insurance: Disabled persons enrolled, served, and 

amount reimbursed, by type of coverage and service, selected years 1974–1998 

303 8.B3 Hospital Insurance and Supplementary Medical Insurance: Number of enrollees, by census division and 

state or other area, July 1, 1980–2001, selected years

305 8.B4 Hospital Insurance and Supplementary Medical Insurance: Number of persons aged 65 or older 

enrolled, by age, sex, and race, July 1, 1980–2001, selected years

306 8.B5 Hospital Insurance and Supplementary Medical Insurance: Number of disabled persons and persons 

with end stage renal disease under age 65 enrolled, by age, sex, and race, July 1, 1980–2001, selected 

years

8.B6 Discontinued

8.B7 Discontinued

307 8.B8 Hospital Insurance: Average covered charge per covered day of care in short-stay hospitals (1990–

2001) and skilled nursing facilities (1975–2001), by census division and state or other area, selected 

years

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

1990–2001

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

type of service and type of beneficiary, 1993–2001

312 8.B10 Supplementary Medical Insurance: Claims received by carriers and assignment rates, 1969–2001

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

unassigned for aged and disabled persons, 1971–2001
xviii

313 8.B12 Supplementary Medical Insurance: State buy-ins, by state or other area, selected years 1991–2002 0

Participating Facilities 0

314 8.C1 Hospital Insurance and Supplementary Medical Insurance: Number of facilities and beds, by 

participating providers, December 1967–2001, selected years

315 8.C2 Hospital Insurance: Number of participating hospitals and beds per 1,000 enrollees, by state or other 

area, December 2001

316 8.C3 Hospital Insurance and Supplementary Medical Insurance: Number of participating skilled nursing 

facilities, home health agencies, independentlaboratories, and end stage renal disease facilities, by 

census division and state or other area, December 2001

Medicaid

Recipients 0

317 8.E1 Unduplicated number of recipients, total vendor payments, and average amounts, by type of medical 

service, selected fiscal years 1972–1998

318 8.E2 Unduplicated number of recipients, total vendor payments, and average amounts, by type of eligibility 

category, selected fiscal years 1972–1998 0

State Data 0

319 8.H1 Number of recipients, amount of payments, and average amount per recipient, by state or other area, 

fiscal year 1998

Other Social Insurance and Veterans’ Benefits

0

Unemployment Insurance 0

9.A1 Discontinued

320 9.A2 Summary data on state programs, 2001

9.A3 Discontinued 0

Workers' Compensation 0

321 9.B1 Coverage, benefits, and costs, selected years 1940–2000 

322 9.B2 Benefits, by state and federal program, 1997–2000

323 9.B3 Type of insurer and medical benefits, by state and federal program, 2000 0

Temporary Disability Insurance

324 9.C1 Selected data on state and railroad programs, 1999 0

Black Lung Benefits

325 9.D1 Currently payable to miners, widows, and dependents, December 1970–2001

326 9.D2 Currently payable to miners, widows, and dependents, by state or other area, June 2002

326 9.D3 Discontinued 0

Veterans' Benefits

327 9.F1 Number of payments, by type of payment and age, selected months and years, 1940–2001 

Public Assistance

0

Temporary Assistance for Needy Families/AFDC and Emergency Assistance 0

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

monthly payment, selected years 1936–2001

329 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, 2000
xix

330 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, 2001

Food Stamps

331 9.H1 Number of persons participating, amount of benefits, and average benefit, fiscal years 1962–2001 0

Low-Income Home Energy Assistance Program

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

2000

333 9.J1.1 Number of households receiving home energy assistance, by type of assistance, fiscal years 1982–2000

334 9.J2 Low-Income Home Energy Assistance Program funds: Federal net allocations and amounts carried over, 

by state, fiscal year 2000

335 9.J2.1 Low-Income Home Energy Assistance Program funds: Federal net allocations and amounts carried over, 

fiscal years 1982–2000

336 9.J3 Estimated home emergency assistance obligations, by type of assistance, and state, fiscal year 

2000

337 9.J3.1 Estimated home emergency assistance obligations, by type of assistance, fiscal years 1982–2000

Adult Assistance

9.K1 Discontinued

General Assistance

9.L1 Discontinued 

Appendix Tables 0

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

340 A.2 Approximations of standard errors of estimated percentage of persons from 1 percent file

340 A.3 Approximations of standard errors of estimated percentage of persons from 10 percent file

Social Security Bulletin • Annual Statistical Supplement • 2002 1

Highlights and Trends

Social Security (OASDI)

Employment and Earnings

Workers in OASDI covered employment, 2001 153.5 million

Average earnings, 2001 $32,939

Earnings required in 2002 for—

1 quarter of coverage $870

Maximum of 4 quarters of coverage $3,480

Earnings test exempt amounts for 2002

Under full retirement age for entire year $11,280

For months before attainment of full retirement age in 2002 $30,000

Beginning with month of attainment of full retirement age in 2002 Earnings test eliminated

Program Data

Cost-of-living adjustment for December 2001 2.6 percent

Average monthly benefit, December 2001

Retired workers $874

Widows and widowers, nondisabled $841

Disabled workers $814

Number of beneficiaries, December 2001

Old-Age, Survivors, and Disability Insurance 45.9 million

Old-Age Insurance 32.0 million

Retired workers 28.8 million

Survivors Insurance 6.9 million

Widows and widowers, nondisabled 4.6 million

Disability Insurance 6.9 million

Disabled workers 5.3 million

Benefit payments, 2001

Old-Age, Survivors, and Disability Insurance $431.9 billion

Old-Age and Survivors Insurance 372.3 billion

Disability Insurance 59.6 billion

Administrative expenses, 2001 

Old-Age and Survivors Insurance $2.0 billion

As a percentage of total benefits paid 0.5 percent

Disability Insurance $1.7 billion

As a percentage of total benefits paid 2.9 percent
2 Social Security Bulletin • Annual Statistical Supplement • 2002

Social Security (OASDI)

Program Trends

• In December 2001, 45.9 million persons were receiving Social Security benefits, an increase of 463,000 

(1.0 percent) since December 2000.Seventy percent 

were retired workers and their spouses and children, 

and 15 percent were survivors of deceased workers. Fifteen percent were disabled workers and their 

spouses and children.

• Seventy-one percent of the 28.8 million retired workers received reduced benefits because of entitlement 

prior to full retirement age. Relatively more women 

(75 percent) than men (68 percent) received reduced 

benefits.

• The number of persons aged 65 or older receiving 

Social Security benefits rose from 31.7 million in 

1996 to 32.9 million in 2001 (4.0 percent). Beneficiaries aged 85 or older increased at a greater rate during the 5-year period (11.5 percent) from 3,672,000 

in 1996 to 4,095,000 in 2001. In 2001, 39,100 centenarians were receiving Social Security. 

• More than 19 million women aged 65 or older were 

receiving benefits in December 2001. Seven million 

(36.8 percent) were entitled solely to a retired-worker 

benefit, and 5.6 million (29.2 percent) were dually 

entitled to a retired-worker benefit and a wife's or 

widow's benefit. About 6.5 million (34.0 percent) 

were receiving wife's or widow's benefits only.

• Almost 3 million children under age 18 were receiving benefits, including 1,346,000 children of 

deceased workers, 1,385,400 children of disabled 

workers, and 262,500 children of retired workers.

• In December 2001, 6,215,000 beneficiaries were 

receiving payments on the basis of disability— 

5,274,200 disabled workers, 736,500 disabled adult 

children, and 204,200 disabled widows and widowers. In addition, 156,900 spouses and 1,424,200 

minor and student children of disabled workers were 

receiving 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 2001, 

including the 2.6 percent COLA increase, were $874 

for retired workers, $814 for disabled workers, and 

$841 for nondisabled widows and widowers. Among 

retired workers, benefits averaged $985 for men and 

$756 for women. For disabled workers, average benefits were $914 for men and $688 for women.

• Average monthly family benefits for December 2001 

were $1,569 for a widowed mother or father and children; $1,369 for a disabled worker, wife, and children; and $1,712 for a retired worker, wife, and children.

• Total OASDI benefit payments for calendar year 

2001 were $431.9 billion. Payments from the OASI 

trust fund were $372.3 billion—an increase of 5.6 

percent from the $352.7 billion paid in 2000.

• Benefit payments from the DI trust fund, from which 

benefits are paid to disabled workers, their spouses, 

and children, increased by 8.4 percent from $55.0 billion in 2000 to $59.6 billion in 2001.

• OASDI benefit awards in calendar year 2001 totaled 

4,162,000, including 1,779,200 to retired workers, 

425,200 to their spouses and children and 839,700 to 

survivors of insured workers. Benefits were awarded 

to 691,300 disabled workers and 426,500 of their 

spouses and children. 
Social Security Bulletin • Annual Statistical Supplement • 2002 3

Supplemental Security Income

Federal benefit rate change, effective January 2002

Cost-of-living adjustment 2.6 percent

Monthly amount for—

Individual living in his or her own household $545

Couple with both members eligible $817

Program Data

Total

Benefits paid in 2001 $33.1 billion

Number of recipients, December 2001 6.8 million

Average benefit, December 2001 $400.06

Federally administered payments

Benefits paid in 2001 $32.2 billion

Number of recipients, December 2001 6.7 million

Average benefit, December 2001 $393.96

Federal SSI payments

Benefits paid in 2001 $28.7 billion

Number of recipients, December 2001 6.4 million

Average benefit, December 2001 $366.31

Federally administered state supplementation

Benefits paid in 2001 $3.5 billion

Number of recipients, December 2001 1 2.5 million

Average benefit, December 2001 $112.65

State-administered supplementation

Benefits paid in 2001 $0.9 billion

Number of recipients, December 2001 2 0.7 million

Average benefit, December 2001 $109.03

1 Includes 2.2 million persons receiving federal SSI and state supplementation and 0.3 million persons receiving state 

supplementation only.

2 Includes 87,059 persons receiving state supplementation only.
4 Social Security Bulletin • Annual Statistical Supplement • 2002

Supplemental Security Income

Program Trends

• In December 2001, 6,688,500 persons received 

federally administered SSI payments—86,800 more 

than the previous year. Of the total, 1,995,200 (30 percent) were aged 65 or older; 3,811,500 (57 percent) 

were blind or disabled aged 18-64; and 881,800 (13 

percent) were blind or disabled under age 18.

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

67,500 (1.8 percent) between December 2000 and 

December 2001, while the number under age 18 

increased by 35,100 (4.1 percent). 

• During 2001, 770,500 persons were awarded federally 

administered payments, a increase of 3.1 percent from 

the previous year. Of the 2001 awards, 502,800 went 

to blind or disabled recipients aged 18-64, 157,000 to 

those blind or disabled under age 18, and 110,800 to 

recipients aged 65 or older.

• Total SSI payments were $33.1 billion in 2001, 

up 4.7 percent from 2000. Federal SSI payments in 

2001 were $28.7 billion (an increase of 5.2 percent 

over the previous year). Federally administered state 

supplementation totaled $3.5 billion and state-administered supplementation $895.0 million, increasing by 2.3 

percent and 0.2 percent, respectively from the previous 

year's totals.

• In 2001, 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 disabled recipients between the 

ages of 18 and 64, 25 percent had mental retardation 

as the primary diagnosis, and 35 percent were diagnosed with another mental disorder. These conditions 

were also the most frequent diagnoses for blind or disabled under age 18.
Social Security Bulletin • Annual Statistical Supplement • 2002 5

Health Care

Medicare

Hospital Insurance (Part A)

Total benefits paid in calendar year 2001 $141.2 billion

Supplementary Medical Insurance (Part B)

Total benefits paid in calendar year 2001 $99.7 billion

Number of enrollees in July 2001, (one or both of Parts A and B) 40.0 million

Aged 34.4 million

Disabled 5.5 million

Administrative costs, 2001

Hospital Insurance $2.2 billion

As a percentage of total benefits paid 1.6 percent

Supplementary Medical Insurance $1.7 billion

As a percentage of total benefits paid 1.7 percent

Medicaid

Medical service expenditures in fiscal year 1998 $142.3 billion

Number of unduplicated recipients, fiscal year 1998 40.7 million

Average 1998 vendor payment per unduplicated recipient

Persons aged 65 or older $10,242

Permanently and totally disabled persons $9,095

Dependent children under age 21 $1,203

Average 1998 vendor payment for medical services

Nursing facility services $19,379

Inpatient general hospital care $5,031

Prescribed drugs $699

Physicians services $327
6 Social Security Bulletin • Annual Statistical Supplement • 2002

Unemployment Insurance

2001

Total payments $31.6 billion

Average—

 Weekly benefit amount (regular programs) $238

 Duration of benefits 13.8 weeks

 Weekly insured unemployment 3.0 million

Covered employment 127.9 billion

Workers' Compensation

2000

Benefit payments

Total $45.9 billion

Compensation payments 25.9 billion

Medical and hospitalization 20.0 billion

Benefits paid by—

 Private insurance carriers 25.7 billion

 State and federal funds 10.4 billion

 Employers' self-insurance 9.8 billion

Covered workers per month 126.6 million

Costs as a percentage of covered payroll 1.25 percent

Temporary Disability Insurance

Programs in effect in—

California, Hawaii, New Jersey, New York, Rhode Island, Puerto Rico, and the railroad industry.

 Average weekly benefit, 1999

 State fund Private plans

California* $234 $396

New York $186 $149

*Accounts for half of the workers participating in TDI.

Black Lung Benefits

Basic benefit, miner or widow $518.50

Maximum family benefit $1,037.00

Part B (claims filed before July 1, 1973)

Number of monthly benefits to miners, widows, and dependents, 

December 2001 79,500

Total benefits paid, calendar year 2001 $470.4 million

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

Total benefits paid, fiscal year 2001

Disability and survivors benefits $336.8 million

Medical benefits $60.1 million
Social Security Bulletin • Annual Statistical Supplement • 2002 7

Veterans' Benefits

Disability compensation or pension, 2001

Number of veterans with—

Service-connected disability 2,321,000

Non-service-connected disability 348,000

Monthly payment in 2002 for—

Service-connected disability 

10 percent disability $103

Total disability $2,163

Non-service-connected disability (maximum payment)

Without dependent $796

With one dependent and in need of aid and attendance $1,575

Temporary Assistance for Needy Families

Total payments, 2001 $10.1 billion

Average monthly number of—

Recipients 5.4 million

Families 2.1 million

Average monthly payment

Per recipient $157

Per family $401

Food Stamps

Monthly benefits, beginning October 1, 2002

Four-person household with no income $465

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

Fiscal year 2001

Average number of participants 17.3 million

Total benefits $15.6 billion

Low-Income Home Energy Assistance

In fiscal year 2000 the Department of Health and Human Services issued—

• $1.06 billion in block grants to the 50 states and the District of Columbia;

• $11.0 million in direct block grants to 128 Indian tribes and tribal organizations;

• $1.5 million in block grants to the Commonwealth of Puerto Rico, Virgin Islands, 

America Samoa, Guam, and the Commonwealth of the Northern Mariana Islands; and

• $20.6 million in leveraging incentive awards to 37 states, 29 tribes;

• $5.5 million for Residential Emergency Assistance Challenge (REACH) program 

awards to 5 states; $845,000 to 6 Indian tribes and tribal organizations; 

• $732 million in emergency contingency funds to 50 states and the District of Columbia, 

and $12.3 million to 128 Indian tribes and tribal organizations.
8 Social Security Bulletin • Annual Statistical Supplement • 2002

Poverty

2001 weighted average poverty thresholds

Individual, aged 65 or older $8,494

Couple, householder aged 65 or older $10,715

Family of four $18,104

Percentage of population with income below poverty level, 2000

All ages 11.3 percent

Children under age 18 living in families 15.7 percent

Persons aged 65 or older 10.2 percent
Social Security

Social Security Bulletin • Annual Statistical Supplement • 2002 9

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 2001, 45.9 million people were

receiving benefits at a rate exceeding $36 billion each

month ($432 billion annually). According to the latest Social

Security Trustees Report, these cash benefits comprised

41⁄2 percent of the nation's gross domestic product. During

the same year, approximately 153 million employees and

self-employed workers, along with employers, contributed

more than $516 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 64 percent of the beneficiaries. It contributes 90 percent or more of income for almost one-third

of the beneficiaries, and is the only source of income for 20

percent of them (see Charts 1–4 at the end of this section). 

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,

$84,900 in 2002. 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).
Social Security

10 Social Security Bulletin • Annual Statistical Supplement • 2002

Significant Program Changes

Program changes occur through legislation or (in areas

where authority is delegated to the Commissioner) through

regulation. 

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—$25,000 in 2001, and

$30,000 in 2002. 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 $10,680 in

2001 to $11,280 in 2002. Withholding for beneficiaries subject to this earnings test is at $1 for each $2 of earnings

over the exempt amounts.

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 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 that began January 1,

2001. The Ticket to Work will emphasize and encourage

rehabilitation efforts and will reimburse private employment

service providers for their services to beneficiaries

attempting to return to work. 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. By the

end of 2002, SSA expects to have distributed tickets to

beneficiaries in 33 states and the District of Columbia. In

2003, tickets will be distributed in the remaining 17 states,

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 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, 2002,

the level is $780 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

$780 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

$1,240 in 2001 to $1,300 in 2002. 

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, 2002, the level is $560.

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. 

Table 2.A30 provides related historical data on disability 

program earnings guidelines, including reference to 

recent changes in thresholds for determining SGA.
Social Security

Social Security Bulletin • Annual Statistical Supplement • 2002 11

Coverage and Financing

In 2001, about 153 million persons worked 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 selfemployment, 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 2002, a domestic employee must earn $1,300

from any single employer in a calendar year before FICA is

withheld. Most election workers must earn $1,200 in 2002

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—$84,900 in 2002—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 2002, a quarter of coverage (QC)

is credited for each $870 in annual covered earnings, up to

a maximum of four QCs for the year. Earnings of $3,480 or

more in 2002 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 automatically 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 is disabled or dies. A minimum

of 6 QCs is required regardless of age. 

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.
Social Security

12 Social Security Bulletin • Annual Statistical Supplement • 2002

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. (In the case of

a young worker, survivors benefits are potentially payable

to a worker's children and to a widow(er) with children in

care.) To be currently insured, the worker must have

earned 6 QCs in the 12 quarters before 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 older than age 31 must have earned at

least 20 QCs among the 40 calendar quarters ending with

the quarter in which the disability began. 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. 

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 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

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: 

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.

Table 2.A7 summarizes the basic provisions concerning 

insured status.

Australia .................2002 Italy ........................ 1978

Austria ....................1991 Korea ..................... 2001

Belgium ..................1984 Luxembourg........... 1993

Canada...................1984 Netherlands ........... 1990

Chile .......................2001 Norway................... 1984

Finland....................1992 Portugal ................. 1989

France ....................1988 Spain...................... 1988

Germany.................1979 Sweden.................. 1987

Greece....................1994 Switzerland ............ 1980

Ireland ....................1993 United Kingdom ..... 1985

Table 5.M1 shows the number of beneficiaries receiving 

totalization payments and their average benefits.
Social Security

Social Security Bulletin • Annual Statistical Supplement • 2002 13

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 2002, the formula

provides a PIA equal to the sum of:

90 percent of the first $592 of AIME, plus 

32 percent of the next $2,975 of AIME, plus

15 percent of AIME over $3,567. 0 

Beginning with the first year of eligibility, the PIA is

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

0

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

age 65 in 2002 is calculated using the benefit formula that

applies to all workers first eligible in 1999 (the "year of

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

then increased by the COLAs effective for December,

1999, 2000, and 2001 to obtain the PIA effective at age 65.

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.

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. 

Table 2.A8 shows the indexing factors applicable to the 

earnings of workers who were first eligible in 1989– 

2002. Table 2.A9 shows indexed earnings for workers 

first eligible in 1995–2002 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 PlAs 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.
Social Security

14 Social Security Bulletin • Annual Statistical Supplement • 2002

 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 SSA 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 2002. 

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 85 percent of

AIME (or 100 percent of PIA, if larger) or 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.

Normal PIA, based on AIME of 

$800.

$592 x .90 = $532.80

$208 x .32 = $66.56

 PIA = $599.30

WEP PIA, based on AIME of $800.

$592 x .40 = $236.80

$208 x .32 = $66.56

 PIA = $303.30

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.

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.
Social Security

Social Security Bulletin • Annual Statistical Supplement • 2002 15

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 2001 and 2002, and will

eventually 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), currently age 65. 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 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
Social Security

16 Social Security Bulletin • Annual Statistical Supplement • 2002

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, have 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 aged 65 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. 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. The annual earnings test that applies in the

year one attains FRA is based on the more generous

annual limits established under P.L. 104-121 (including the

$1 for $3 withholding rate). After 2002, the annual exempt

amount will be indexed to the growth in average wages. 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 $10,680 in 2001, and is $11,280 in 2002. 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

earnings limit. The monthly earnings test is applied to the

self-employed based on hours they work instead of

monthly earnings. Generally, beneficiaries are eligible for

the monthly earnings test in only one year. 

See 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. 
Social Security

Social Security Bulletin • Annual Statistical Supplement • 2002 17

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 which 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 onehalf 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.
18 Social Security Bulletin • Annual Statistical Supplement • 2002

Supplemental Security Income

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 2002 federal SSI benefit rate for an individual

living in his or her own household and with no other countable income is $545 monthly; for a couple (with both husband and wife eligible), the SSI benefit rate is $817

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) recipients under age 18 whose

private health insurance is making payments to the institution,. 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 $365 in federal SSI payments:0

$545 - ($200 - $20) = ($545 - $180) = $365. 0

A person whose income consists of $500 in gross

monthly earnings would receive $337.50 in federal SSI

payments: 0

$545 - (($500 - $85) / 2) = $207.50 countable earnings

FBR $545 -$207.50 = $337.50 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: Lenna D. Kennedy (410) 965-9846.
Social Security Bulletin • Annual Statistical Supplement • 2002 19

SSI: History Of Provisions

Act

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 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 
SSI: History of Provisions

20 Social Security Bulletin • Annual Statistical Supplement • 2002

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.a

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 “Deeming of Income and 

Resources” on page 30 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.

a 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 making false or misleading statements regarding material 

facts.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 21

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 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 require-
SSI: History of Provisions

22 Social Security Bulletin • Annual Statistical Supplement • 2002

ments 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 $57 (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, 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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 23

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 be made if the services result in the 

recipient’s return to work.

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

Provision for continuation of payments to SSI recipients who have medically recovered while 

enrolled in an approved vocational rehabilitation program extended to 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 suspenseb status (for a reason other than cessation of disability or

blindness), or

 • Federally administered state supplementation was received.

b Recipients who have lost eligibility for SSI benefits for fewer than 13 consecutive months are in suspended 

payment status.
SSI: History of Provisions

24 Social Security Bulletin • Annual Statistical Supplement • 2002

Extends the provision providing for benefit continuation to SSI recipients who medically 

recover while participating in a state VR program to include SSI recipients participating in a 

non-state VR program.

1999

Public Law 106-170, 

enacted December 17

Establishes a Ticket to Work and Self-Sufficiency program which will provide SSI (and 

OASDI) disability beneficiaries with a ticket that can be used to obtain vocational rehabilitation services, employment services, or other support services, from an employment network 

of their choice.

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 childhood 

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 childhood 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 which 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 childhood 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 childhood disability recipient whose continuing eligibility is being reviewed to present evidence that the recipient is receiving treatment which 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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 25

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.

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 Payments

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 
SSI: History of Provisions

26 Social Security Bulletin • Annual Statistical Supplement • 2002

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 for the same period 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 onethird reduction. The effect of the increased value at the time of the cost-of-living increase is 

not delayed as it otherwise would be. Effective January 1995.

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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 27

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-of-living 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 costof-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 made a 

statement or representation of material fact for use in determining eligibility for benefits that 

the individual knew, or should have known, was false or misleading or omitted a material 

fact.

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 one-half 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 selfemployment 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.
SSI: History of Provisions

28 Social Security Bulletin • Annual Statistical Supplement • 2002

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 centers 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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 29

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.

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 the interest on the funds 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.
SSI: History of Provisions

30 Social Security Bulletin • Annual Statistical Supplement • 2002

Public Law 105-306, 

enacted October 28

In-kind gifts to children with life-threatening conditions by tax-exempt 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.

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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 31

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, if held in separately identifiable burial funds and if inclusion of any of 

the burial funds in countable resources would cause the resource limit to be exceeded.

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).

Allows the exclusion of burial funds, as described above, regardless of whether or not counting any portion of those funds would result in excess resources.

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.
SSI: History of Provisions

32 Social Security Bulletin • Annual Statistical Supplement • 2002

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 tax-exempt 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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 33

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.

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.
SSI: History of Provisions

34 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

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 self-support 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.
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 35

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.

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

Provision is made 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.
SSI: History of Provisions

36 Social Security Bulletin • Annual Statistical Supplement • 2002

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 pass-through 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 pass-through 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.

1988

Public Law 100-485, 

enacted October 13

Grants permanent authority to recover overpayments from tax refunds. 
SSI: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 37

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.

CONTACT: Lenna D. Kennedy (410) 965-9846.
Medicare

38 Social Security Bulletin • Annual Statistical Supplement • 2002

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

(HHS). 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 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 older. 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 2002, over 40 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

HI is generally provided automatically, and free of premiums, to persons age 65 or older 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 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 2001, the

HI program provided protection against the costs of hospital and specific other medical care to almost 40 million people (34 million aged and 6 million disabled enrollees). HI

benefit payments totaled $141.2 billion in 2001.

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 longterm 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 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 and/or certain other therapy or rehabilitation
Medicare

Social Security Bulletin • Annual Statistical Supplement • 2002 39

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 older,

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 2001, the SMI program

provided protection against the costs of physician and other

medical services to almost 38 million people (33 million

aged and 5 million disabled). SMI benefits totaled $99.7 billion in 2001.

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 after 2002 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. Non-covered 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

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. Organiza-
Medicare

40 Social Security Bulletin • Annual Statistical Supplement • 2002

tions 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.

• Medical savings account (MSA) plans, which provide

benefits after a single high deductible is met. Medicare makes an annual deposit to the MSA, and the

beneficiary is expected to use the money in the MSA

to pay for medical expenses below the annual

deductible.

Except for MSA plans, all 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. There are some restrictions

as to who may elect an MSA plan, even when enrollment is

no longer limited to a certain number of participants.

Program Financing, Beneficiary Liabilities, 

and Provider Payments

All financial operations for Medicare are handled

through two trust funds, one for the HI program and one for

the 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 selfemployment 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 ($58.70 per beneficiary per month in 2003) 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 cost-sharing 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

of fee-for-service beneficiaries. Such beneficiaries pay the
Medicare

Social Security Bulletin • Annual Statistical Supplement • 2002 41

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 ($840 in

2003). 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 ($210 per day in 2003) 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 ($420 per day in 2003) 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 ($105 per day in

2003) 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 non-replaced 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 2003 HI monthly premium rate is $316; for those with

30 to 39 quarters of coverage, the rate is reduced to $174.

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 and

home health care are made under separate prospective

payment systems. Payments for inpatient rehabilitation and

psychiatric care are currently reimbursed on a reasonable

cost basis, but prospective payment systems are expected

to be implemented in the near future, as required by the

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.

Claims Processing

Medicare’s HI and SMI fee-for-service claims are processed by nongovernment organizations or agencies that
Medicare

42 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

Peer review organizations (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. PROs 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

Department of Health and Human Services has the

overall responsibility for administration of the Medicare program. Within DHHS, 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 2001, HI covered about 40 million enrollees with benefit payments of

$141.2 billion, and SMI covered about 38 million enrollees

with benefit payments of $99.7 billion. Administrative costs

were about 2 percent of HI and about 2 percent of SMI disbursements for 2001. Total disbursements for Medicare in

2001 were $241 billion.

Note: Medicare enrollment data are based on estimates

prepared for the 2002 annual report of the Medicare Board

of Trustees to Congress (available on the Internet at

www.cms.hhs.gov/publications/trusteesreport/). Medicare

benefits, administrative costs, and total disbursements for

2001 are actual amounts for the calendar year, as reported

by the Department of the Treasury.

CONTACT: Clare McFarland (410) 786-6390.
Medicare: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 43

Medicare: History of Provisions

Note: These summaries of public law were selected based on general interest and are not intended to include or 

explain fully all of the provisions and exclusions of the Medicare program.

Act *

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 disabled-worker 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 Jan. 1, 1984.

1986 Mandatory coverage for state and local government employees not covered under Social 

Security and hired after Mar. 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.

*

Act refers to legislation enacted in the year shown.
Medicare: History of Provisions

44 Social Security Bulletin • Annual Statistical Supplement • 2002

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 no-fault 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 HHS 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.

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 Apr. 15, 1985, such 

services may be offered from Oct. 1, 1985, through Apr. 1, 1988.

For disabled individuals who are covered by employer-based 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 employerbased 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 Feb. 1, 1991, to Jan. 1, 1996.

The secondary payer provision for disabled beneficiaries covered under large employer 

plans (see 1986.); effective through Sept. 30, 1995.

1993 The secondary payer provision for disabled beneficiaries covered under large employer 

plans is effective through Sept. 30, 1998.
Medicare: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 45

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 Sept. 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, provider-sponsored 

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-for-service 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 Sept. 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 Sept. 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. Post-hospital 

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 and one 30-day 

hospice care periods, effective Nov. 1, 1983, to Oct. 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.
Medicare: History of Provisions

46 Social Security Bulletin • Annual Statistical Supplement • 2002

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 Jan. 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 Jan. 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.
Medicare: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 47

2000 The homebound benefit is clarified to specify that benficiaries 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 services, 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.
Medicare: History of Provisions

48 Social Security Bulletin • Annual Statistical Supplement • 2002

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 hospital-affiliated 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 immunosuppresive drugs (see 1986) is broadened/clarifed 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 Jan. 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 Jan. 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 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.
Medicare: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 49

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 Jan. 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 self-management training in nonhospitalbased 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 Jan. 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 Jan. 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.

Time and budget limitations are removed on the coverage of immunosuppresive 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 
Medicare: History of Provisions

50 Social Security Bulletin • Annual Statistical Supplement • 2002

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 benficiaries 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 Medicarequalified 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 Dec. 31, 1983, frozen at premium level of June 30, 

1983. Premiums for Jan. 1, 1984, to Dec. 31, 1985, set to cover 25 percent of aged program 

costs.

1984 SMI enrollee premiums for Jan. 1, 1986, to Dec. 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. 
Medicare: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 51

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.

1988 Increases in the SMI premium may not exceed the dollar amount of the Social Security costof-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 Jan. 1, 1996, to Dec. 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. 
Medicaid

52 Social Security Bulletin • Annual Statistical Supplement • 2002

 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

(HHS). 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

and/or services 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).

• Children under age 21 who meet the AFDC income

and resources requirements that were in effect in

their state on July 16, 1996.
Medicaid

Social Security Bulletin • Annual Statistical Supplement • 2002 53

• 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 community-based 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, thirty-six 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

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
Medicaid

54 Social Security Bulletin • Annual Statistical Supplement • 2002

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

preventative, 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 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-forservice basis, or states may pay for Medicaid services
Medicaid

Social Security Bulletin • Annual Statistical Supplement • 2002 55

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 2002, the

FMAPs varied from 50 percent in eleven states to 76.09

percent in Mississippi, and averaged 57 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 2001–2005. 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 57 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 fiscal year 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 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 the earlier economic recession. In recent

years Medicaid enrollment has declined somewhat.

• 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. 
Medicaid

56 Social Security Bulletin • Annual Statistical Supplement • 2002

• 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 1999

(excluding Hawaii), for example, indicate that Medicaid

payments for services for 20.5 million children, who constitute 51 percent of all Medicaid beneficiaries, average about

$1,170 per child (a relatively small average expenditure per

person). Similarly, for 8.4 million adults, who comprise 20

percent of beneficiaries, payments average about $1,935

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 $10,335 per person; for 7.3 million disabled, who comprise 18 percent of

beneficiaries, payments average about $9,000 per person.

When expenditures for these high- and lower-cost beneficiaries are combined, the 1999 payments to health care

vendors for 40 million Medicaid beneficiaries average

$3,825 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 40 percent of the

total cost of care for persons using nursing facility or home

health services in 2000. National data for 1999 (excluding

Hawaii) show that Medicaid payments for nursing facility

services (excluding ICFs/MR) totaled $33.1 billion for more

than 1.6 million beneficiaries of these services—an average expenditure of $20,690 per nursing home beneficiary.

The national data also show that Medicaid payments for

home health services totaled $2.9 billion for more than

800,000 beneficiaries—an average expenditure of $3,625

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 57 percent in 2001.

More than 40 million persons received health care services through the Medicaid program in fiscal year (FY)

1999 (the last year for which beneficiary data are available). In FY 2001, total outlays for the Medicaid program

(federal and state) were $227.8 billion, including direct payment to providers of $162.6 billion, payments for various

premiums (for HMOs, Medicare, etc.) of $37.6 billion, payments to disproportionate share hospitals of $15.9 billion,

and administrative costs of $11.7 billion. Outlays under the

SCHIP program in FY 2001 were $3.8 billion. With no

changes to either program, expenditures under Medicaid

and SCHIP are projected to reach $394 billion and $7.2 billion, respectively, by FY 2007. 

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

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,
Medicaid

Social Security Bulletin • Annual Statistical Supplement • 2002 57

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. 

When all these categories are taken into account, Medicaid is estimated to provide 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 2003

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.
Unemployment Insurance

58 Social Security Bulletin • Annual Statistical Supplement • 2002

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 accordance with the provisions of the state laws. A separate

unemployment insurance law enacted by Congress covers

railroad workers.
Unemployment Insurance

Social Security Bulletin • Annual Statistical Supplement • 2002 59

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 are applicable to other governmental entities also apply 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-servicemembers 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 12 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

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
Unemployment Insurance

60 Social Security Bulletin • Annual Statistical Supplement • 2002

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 13, 2002,

extended Benefits were payable for 13 weeks in Alaska,

Idaho, Oregon, and Washington.

CONTACT: Rita L. DiSimone (202) 358-6221.
Workers’ Compensation

Social Security Bulletin • Annual Statistical Supplement • 2002 61

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’s 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 seven 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 sub-contractors of the

U.S. 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

Department of Energy to deal with other claims of workrelated occupational disease.

Coverage

In 2000, state and federal workers’ compensation laws

covered about 123.7 million employees. Covered payroll in

2000—that is, total wages paid to covered workers—was

$4.3 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. Those 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 they 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. If Texas

employers 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,

employees are unable to work at all while they are recovering from the injury but they are 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.
Workers’ Compensation

62 Social Security Bulletin • Annual Statistical Supplement • 2002

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 seven 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.

Workers’ Compensation

Program Summary

Benefit payments under workers’ compensation programs increased 6.4 percent in 2000 to $45.9 billion, from

the 1999 amount of $43.1 billion. As a percentage of covered wages, however, benefits fell 1.3 percent from 1.08 to

1.06. 

In 2000, medical benefits accounted for $20.0 billion,

and wage loss compensation for $25.9 billion. The latter

amount includes payments to disabled workers and the

survivors of deceased workers.

The $45.9 billion for workers’ compensation benefit

payments in 2000 includes over $930 million in benefits for

the Black Lung program. (See Tables 9.B1–9.B3.)

The employers’ cost of providing workers’ compensation coverage generally varies according to risk, industrial

classification, and experience rating. Nationally, in 2000,

such costs were approximately 1.25 percent of covered

payroll, or about $442 for each of the 123.7 billion protected employees.

The year 2000 is the eighth year in a row that benefits

relative to covered wages declined. It is the seventh consecutive year that employer costs declined relative to covered wages.

CONTACT: Virginia Reno (202) 452-8097.
Temporary Disability Insurance

Social Security Bulletin • Annual Statistical Supplement • 2002 63

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

self-employed. 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

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.
Temporary Disability Insurance

64 Social Security Bulletin • Annual Statistical Supplement • 2002

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 stateoperated 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 stateoperated 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.
Social Security Bulletin • Annual Statistical Supplement • 2002 65

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.

Under the law, the basic Black Lung benefit rate is

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 3.6 percent adjustment, monthly benefit

rates effective January 1, 2001 are:

Miner or widow $518.50

Miner or widow and one dependent $777.80

Miner or widow and 2 dependents $907.40

Miner or widow and 3 or more dependents 

(family benefit) $1,037.00

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.

Under the 1972 amendments to the law, payments

were extended 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.

Significant program data under Part B in 2001 included

the following:

• Between December 2000 and 2001, the total number 

of Black lung beneficiaries dropped from 89,400 to 

79,500. The beneficiaries included 9,800 miners, 

55,400 widows, and 14,300 dependents.

• Total annual payments declined from $509.3 million in 

2000 to $470.4 million in 2001.

• The average monthly benefit for miners and their 

dependents for December 2001 was $668.90 and 

$508.20 for widows and their dependents.

• Ninety-seven percent of miners and widows were aged 

65 or older in 2001.

• Seventy-three percent of all Black Lung beneficiaries 

resided in five states in 2001: Pennsylvania, West 

Virginia, Kentucky, Virginia, and Ohio.

CONTACT: Wayne Tacy (301) 731-5116 or 

Joseph Bondar (410) 965-0162.
Veterans' Benefits

66 Social Security Bulletin • Annual Statistical Supplement • 2002

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, special

loan programs, and hiring preference for certain jobs. Most

of the veterans programs are administered by the Department of Veterans Affairs.

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 paid to the eligible spouse and children. These

benefits are not means tested—that is, they 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

The disability compensation program pays monthly

benefits to veterans whose disabilities resulted from injury

or disease incurred while in, or aggravated by, active military duty, whether in wartime or peacetime. Individuals discharged or separated from military service under dishonorable conditions are 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 2002 range from $103 a month for a

10-percent disability to $2,163 a month for total disability.

Veterans who have at least a 30-percent service-connected

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.

Effective December 1, 2001, maximum benefit

amounts for non-service-connected disabilities range from

$796 per month for a veteran without a dependent spouse

or child to $1,575 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.

Dependency and indemnity compensation payments

may also be made if the veteran were receiving, or was

entitled to receive, compensation for a service-connected

disability at the time of death, and if certain conditions as to

the severity of the disability are met.

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. Eligibility for benefits generally ends with the spouse's 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 2002, for pay grades E-1 through E-6, a

flat monthly rate of $935 is paid to surviving spouses.

Monthly benefits for grades E-7 through E-9 range between

$967 and $1,066. For veterans who died after January 1,

1993, surviving spouses receive a flat $935 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 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.
Veterans' Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 67

The pension amount depends on the composition of

the surviving family and the physical condition of the surviving spouse. In 2002, pensions range from $534 a month for

a surviving spouse without dependent children to $1,018 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 $136 a month for each additional dependent

child.

Hospitalization 

and Other Medical Care

The Department of Veterans Affairs provides a nationwide system of health care through a system of hospitals

and community-based outpatient clinics to eligible veterans.

Enrollment - Provisions 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

service-connected disability of 50 percent or more; (2) want

care for a disability which the military determined was

incurred or aggravated in the line of duty but which 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 (VA) 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 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 to 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; however, there

may be restrictions: domiciliary care, alcohol and drug

dependency treatment; prosthetic appliances; modification

in certain veterans home 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.

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 after June 30, 1985,

and for certain other individuals. Service members entering

active duty have their basic pay reduced $100 a month for
Veterans' Benefits

68 Social Security Bulletin • Annual Statistical Supplement • 2002

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 after June 30, 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 Royce (202) 273-5776.
Temporary Assistance for Needy Families

Social Security Bulletin • Annual Statistical Supplement • 2002 69

Temporary Assistance for Needy Families

On August 22, 1996, The Personal Responsibility and

Work Opportunity Reconciliation Act of 1996 (PRWORA)

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.

Highlights

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-thejob 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 costsharing 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
Temporary Assistance for Needy Families

70 Social Security Bulletin • Annual Statistical Supplement • 2002

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 a separate $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 s 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

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.

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.
Temporary Assistance for Needy Families

Social Security Bulletin • Annual Statistical Supplement • 2002 71

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,

PRWORA replaced the former tribal JOBS program with

the Native Employment Works (NEW) program. The NEW

program provides funding for tribes and inter-tribal

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.
Food Stamps

72 Social Security Bulletin • Annual Statistical Supplement • 2002

Food Stamps

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 2002, an eligible four-person household

in the continental United States with no income receives

$465 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 is 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

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
Food Stamps

Social Security Bulletin • Annual Statistical Supplement • 2002 73

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 able-bodied 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/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 non-disabled 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

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.
Food Stamps

74 Social Security Bulletin • Annual Statistical Supplement • 2002

Households in which all members receive AFDC or SSI

were made categorically eligible for food stamps. The

earned income, childcare, 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 percents 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. Additional 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 or 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
Food Stamps

Social Security Bulletin • Annual Statistical Supplement • 2002 75

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 $300 on

October 1, 2000.

• The earnings of elementary or high school students

aged 18–21 was 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 inter-operable 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.

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 become eligible for

food stamps. Effective October 1, 2003, eligibility is

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 currently mea-
Food Stamps

76 Social Security Bulletin • Annual Statistical Supplement • 2002

sures 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.
LIHEAP

Social Security Bulletin • Annual Statistical Supplement • 2002 77

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).1 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). 

Reauthorization

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 1995–1999.2 Title III of the Coats Human Services Reauthorization Act of 1996 (P.L. 105-285)

reauthorized and amended LIHEAP for fiscal years 2000–

2004. 

Recent Legislation

The following provisions became effective in fiscal year

2000:

• Emergency Contingency Fund Revisions. Section 

2603 is amended to add definitions of the terms 

"natural disaster" and "emergency" to clarify the 

conditions under which energy emergency 

contingency funds may be released. Specifically, this 

section authorizes the release of contingency funds 

to meet additional home energy needs resulting from 

floods, earthquakes, tornadoes, hurricanes, or ice 

storms, as well as abnormal heat or cold. Also, 

section 2603 is amended to authorize the release of 

funds in cases of supply shortages or disruptions and 

for significant increases in (1) home energy costs; (2) 

home energy disconnections; (3) participation in a 

public benefit program such as Food Stamps, 

Supplemental Security Insurance (SSI), or 

Temporary Assistance for Needy Families (TANF); or 

(4) unemployment, layoffs, or applications for 

unemployment benefits. The President retains the 

authority to determine whether to release any of the 

contingency funds. 

0

Section 2604(g) is renumbered as Section 2604(e) and

clarifies the conditions that the Secretary must consider in

determining whether to allocate contingency funds to specific grantees. 

• Priority for Weatherization Assistance. Section 

2604(k) is amended to add language that grantees 

should give priority for weatherization services to 

those households with the lowest incomes that pay a 

high proportion of their income for home energy.

• Technical Assistance Training, and Compliance 

Reviews. Section 2609A is amended to increase to 

$300,000 the authorization to set aside funds for 

training and technical assistance. Also adds authority 

to use these funds to make interagency agreements, 

including with other federal agencies, and to conduct 

on-site compliance reviews of LIHEAP grantees.

0

Under LIHEAP, grants are available 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 2000 to 128 Indian tribes or tribal

organizations and 5 trust territories.

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

1982–1999.

Funding

For fiscal year 2000, $1.1 billion was appropriated as

advanced funding under P.L. 105-277, including the set

aside of $27.5 million for leveraging incentive awards. The

Consolidated Appropriations Act for fiscal year 2000 (P. L.

106-113), included an appropriation of $300 million for fiscal year 2000 for the LIHEAP emergency contingency

funds. Under the terms of the contingency fund provision,

the President could request all, part, or none of the $300

million for fiscal year 2000; 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. 

Because of substantially higher prices for fuel oil and

propane during the 1999–2000 winter, the President

released by February 2000 all $300 million in contingency

1 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.

2 The 1994 amendments provided that up to 25 percent of leveraging 

incentive funds may be set aside for the Residiential Energy Assistance Challenge (REACH) program.
LIHEAP

78 Social Security Bulletin • Annual Statistical Supplement • 2002

funds that had been appropriated by Public Law 106-113.

He requested an additional $600 million in LIHEAP contingency funds for fiscal year 2000 to meet continuing needs.

The Emergency Supplemental Act of 2000 (P.L. 106-146)

appropriated an additional $600 million in LIHEAP energy

emergency contingency funds to be available to HHS until

expended. In fiscal year 2000, the President released contingency funds seven times for a total of $744.35 million (of

the $900 million available).

Fiscal year 2000 LIHEAP funds were distributed

approximately as follows:

• $1.06 billion in block grants to the 50 states and the 

District of Columbia;

• $11 million in direct block grants to 128 Indian tribes 

and tribal organizations;

• $1.5 million in block grants to American Samoa, 

Guam, Northern Mariana Islands, Puerto Rico, and 

the Virgin Islands; and

• $18.9 million in leveraging incentive awards to 37 

states and $1.7 million in leveraging incentive 

awards to 29 tribes and tribal organizations;

• $5.5 million in REACH awards to 5 states, $845,000 

to 6 Indian tribes and tribal organizations, and 

$124,000 to American Samoa;

• $732 million in emergency contingency funds to 50 

states and the District of Columbia, $12.3 million to 

128 Indian tribes and tribal organizations, and 

$386,000 to American Samoa, Guam, Northern 

Mariana Islands, Puerto Rico, and the Virgin Islands; 

and

• $0.3 million for training and technical assistance. 0

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.
LIHEAP

Social Security Bulletin • Annual Statistical Supplement • 2002 79

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.
2.A OASDI: Coverage, Financing, and Insured Status 

80 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A1—Type of covered employment and self-employment

Year enacted

Coverage election

or waiver if any Category of worker

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 Jan. 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 Dec. 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 Jan. 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 Dec. 20, 1977.

1982 ............ Federal employees—Hospital Insurance (Part A) program only, effective Jan. 1, 1983.

1983 ............ Federal employees (except reemployed annuitants hired before Jan. 1, 1984), including executive, 

legislative, and judicial branch employees and including those with previous periods of federal service if 

the break in service lasted more than 365 days.

Legislative branch employees hired before 1984 who were not participating in the Civil Service 

Retirement System on Dec. 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.
 2.A OASDI: Coverage, Financing, and Insured Status

Social Security Bulletin • Annual Statistical Supplement • 2002 81

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Employees of nonprofit organizations placed under compulsory coverage; nonprofit organizations 

prohibited from terminating coverage of their employees on or after Mar. 31, 1983.

Elective by employer or by

employer and employee

States prohibited from terminating coverage of employees (after Apr. 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 Dec. 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 Jan. 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 Mar. 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 Oct. 22, 1986.

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 

Jan. 1, 1995, and will be indexed for wage increases each year after Dec. 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—Type of covered employment and self-employment—Continued

Year enacted

Coverage election

or waiver if any Category of worker
2.A OASDI: Coverage, Financing, and Insured Status

82 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A2—Noncontributory wage credits (in dollars)

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 (Sept. 16, 1940–July 24, 1947).

1952 ...................... Same military wage credits to Dec. 31, 1953.

1953 ...................... Same military wage credits to June 30, 1955.

1955 ...................... Same military wage credits to Mar. 31, 1956.

1956 ...................... Same military wage credits to Dec. 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

(Dec. 7, 1941–Dec. 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

Social Security Bulletin • Annual Statistical Supplement • 2002 83

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A3—Annual maximum taxable earnings and actual contribution rates, 1937–2002 and thereafter

Year

Annual maximum

 taxable earnings

Contribution rate (percent)

Employer and employee, each Self-employed person

OASDI HI Total OASI DI HI Total 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............................. a14,100

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 b7.0

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............................. c51,300

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.

c51,300 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1991............................. c53,400 d125,000

d. Based on 1990 legislation.

7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1992............................. c55,500 130,200 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 e e

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 and later.............. a 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

84 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTE: . . . = not applicable.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A4—Maximum annual amount of contribution, 1937–2002 (in dollars)

Year

Employee Self-employed person

Total

OASDHI

Total

OASDI OASI DI HI

Total

OASDHI

Total

 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............................................ b b

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
2.A OASDI: Coverage, Financing, and Insured Status

Social Security Bulletin • Annual Statistical Supplement • 2002 85

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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, 2001; 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 www.ssa.gov/regulations/index.htm.

CONTACT: Greg Diez (410) 965-0153 or Curt Pauzenga (410) 965-7210.

Table 2.A5—Tax credits

Year 

enacted Group Tax payable under—

Percent

of earnings Tax credit, effective with respect to—

1983 .......... Employee Federal Insurance

Contributions Act (FICA)

0.3 Remuneration paid in calendar year 1984

Self-employed Self-Employment 2.7 Self-employment income for taxable years beginning in 1984

Contributions Act (SECA) 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

Year enacted Type of transaction Provision

1935 .................. Appropriations from

 general revenues

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 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 1984–89, 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 the1993 Act.

1981 .................. Interfund borrowing Interfund borrowing permitted among OASI, DI, and HI trust funds as needed until

Dec. 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–

87, with provisions for scheduled repayment, no later than Dec. 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

86 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A7—Insured status (benefit eligibility)

Year enacted Eligibility concept Provision

1939 .......................... Quarter of coverage (QC) 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 Jan. 1, 1978 

(effective on Jan. 1 of each year, dollar amount subject to automatic increase):

Amount (dollars) Year

 260........................................................ 1979

 290........................................................ 1980

 310........................................................ 1981

 340........................................................ 1982

 370........................................................ 1983

 390........................................................ 1984

 410........................................................ 1985

 440........................................................ 1986

 460........................................................ 1987

 470........................................................ 1988

 500........................................................ 1989

 520........................................................ 1990

 540........................................................ 1991

 570........................................................ 1992

 590........................................................ 1993

 620........................................................ 1994

 630........................................................ 1995

 640........................................................ 1996

 670........................................................ 1997

 700........................................................ 1998

 740........................................................ 1999

 780........................................................ 2000

 830........................................................ 2001

 870........................................................ 2002

1954 .......................... Disability definition 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.

1954 .......................... Period of disability Continuous period of at least 6 months as defined above or of blindness.

1972 .......................... At least 5 months of disability.

1935 .......................... Fully insured 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 1/3 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 Jan. 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 Jan. 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.
2.A OASDI: Coverage, Financing, and Insured Status

Social Security Bulletin • Annual Statistical Supplement • 2002 87

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

1939 .......................... Currently insured 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.

1954 .......................... Disability insured 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.

1965 .......................... Transitionally insured Same as fully insured, but minimum reduced to 3 QC.

1966 .......................... Requirement for special

age-72 monthly benefit

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)—Continued

Year enacted Eligibility concept Provision
2.A OASDI: Benefit Computation and Automatic Adjustments 

88 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A8—Factors for indexing earnings, 1951–2002

Year

Annual

 maximum

 taxable

 earnings

(dollars)

Average

annual

 wage

(dollars) a

Factors b for workers who were first eligible (attained age 62, became disabled, or died) in—

1989 1990 1991 1992 1993 1994 1995

1951........................... 3,600 2,799.16 6.5828713 6.9070864 7.1805649 7.5122465 7.7921948 8.1936795 8.2641471

1952........................... 3,600 2,973.32 6.1972845 6.5025090 6.7599687 7.0722223 7.3357728 7.7137409 7.7800809

1953........................... 3,600 3,139.44 5.8693621 6.1584359 6.4022724 6.6980035 6.9476085 7.3055768 7.3684065

1954........................... 3,600 3,155.64 5.8392307 6.1268205 6.3694053 6.6636182 6.9119418 7.2680724 7.3305795

1955........................... 4,200 3,301.44 5.5813554 5.8562445 6.0881161 6.3693358 6.6066928 6.9470958 7.0068425

1956........................... 4,200 3,532.36 5.2164870 5.4734059 5.6901194 5.9529550 6.1747953 6.4929452 6.5487861

1957........................... 4,200 3,641.72 5.0598371 5.3090408 5.5192464 5.7741891 5.9893677 6.2979636 6.3521276

1958........................... 4,200 3,673.80 5.0156541 5.2626817 5.4710518 5.7237683 5.9370679 6.2429691 6.2966601

1959........................... 4,800 3,855.80 4.7789071 5.0142746 5.2128093 5.4535972 5.6568287 5.9482909 5.9994476

1960........................... 4,800 4,007.12 4.5984423 4.8249216 5.0159591 5.2476542 5.4432111 5.7236669 5.7728918

1961........................... 4,800 4,086.76 4.5088310 4.7308968 4.9182115 5.1453915 5.3371375 5.6121279 5.6603936

1962........................... 4,800 4,291.40 4.2938225 4.5052990 4.6836813 4.9000280 5.0826304 5.3445076 5.3904716

1963........................... 4,800 4,396.64 4.1910436 4.3974581 4.5715706 4.7827386 4.9609702 5.2165790 5.2614428

1964........................... 4,800 4,576.32 4.0264907 4.2248007 4.3920770 4.5949540 4.7661877 5.0117605 5.0548629

1965........................... 4,800 4,658.72 3.9552731 4.1500756 4.3143932 4.5136819 4.6818869 4.9231162 4.9654562

1966........................... 6,600 4,938.36 3.7313015 3.9150730 4.0700860 4.2580897 4.4167699 4.6443394 4.6842818

1967........................... 6,600 5,213.44 3.5344245 3.7084996 3.8553335 4.0334175 4.1837251 4.3992872 4.4371221

1968........................... 7,800 5,571.76 3.3071256 3.4700059 3.6073969 3.7740283 3.9146697 4.1163690 4.1517707

1969........................... 7,800 5,893.76 3.1264439 3.2804254 3.4103102 3.5678378 3.7007954 3.8914751 3.9249427

1970........................... 7,800 6,186.24 2.9786284 3.1253298 3.2490738 3.3991536 3.5258251 3.7074895 3.7393748

1971........................... 7,800 6,497.08 2.8361218 2.9758045 3.0936282 3.2365278 3.3571389 3.5301120 3.5604718

1972........................... 9,000 7,133.80 2.5829866 2.7102021 2.8175096 2.9476548 3.0575009 3.2150355 3.2426855

1973........................... 10,800 7,580.16 2.4308867 2.5506111 2.6515997 2.7740813 2.8774591 3.0257171 3.0517390

1974........................... 13,200 8,030.76 2.2944914 2.4074982 2.5028204 2.6184296 2.7160070 2.8559464 2.8805082

1975........................... 14,100 8,630.92 2.1349416 2.2400903 2.3287842 2.4363544 2.5271466 2.6573552 2.6802091

1976........................... 15,300 9,226.48 1.9971333 2.0954947 2.1784635 2.2790902 2.3640218 2.4858256 2.5072043

1977........................... 16,500 9,779.44 1.8842091 1.9770089 2.0552864 2.1502233 2.2303527 2.3452693 2.3654391

1978........................... 17,700 10,556.03 1.7455909 1.8315636 1.9040823 1.9920349 2.0662692 2.1727316 2.1914176

1979........................... 22,900 11,479.46 1.6051722 1.6842290 1.7509142 1.8317917 1.9000545 1.9979529 2.0151357

1980........................... 25,900 12,513.46 1.4725352 1.5450595 1.6062344 1.6804289 1.7430511 1.8328600 1.8486230

1981........................... 29,700 13,773.10 1.3378622 1.4037537 1.4593338 1.5267427 1.5836377 1.6652330 1.6795543

1982........................... 32,400 14,531.34 1.2680530 1.3305063 1.3831863 1.4470778 1.5010040 1.5783417 1.5919158

1983........................... 35,700 15,239.24 1.2091489 1.2687011 1.3189339 1.3798575 1.4312787 1.5050239 1.5179674

1984........................... 37,800 16,135.07 1.1420161 1.1982619 1.2457058 1.3032469 1.3518132 1.4214639 1.4336889

1985........................... 39,600 16,822.51 1.0953484 1.1492958 1.1948009 1.2499906 1.2965723 1.3633768 1.3751022

1986........................... 42,000 17,321.82 1.0637745 1.1161668 1.1603602 1.2139590 1.2591979 1.3240768 1.3354642

1987........................... 43,800 18,426.51 1.0000000 1.0492513 1.0907953 1.1411808 1.1837076 1.2446969 1.2554016

1988........................... 45,000 19,334.04 1.0000000 1.0000000 1.0395939 1.0876144 1.1281450 1.1862715 1.1964737

1989........................... 48,000 20,099.55 1.0000000 1.0000000 1.0000000 1.0461916 1.0851785 1.1410912 1.1509049

1990........................... 51,300 21,027.98 1.0000000 1.0000000 1.0000000 1.0000000 1.0372656 1.0907096 1.1000900

1991........................... 53,400 21,811.60 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0515240 1.0605673

1992........................... 55,500 22,935.42 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0086002

1993........................... 57,600 23,132.67 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

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 . . . 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

See footnotes at end of table.
 OASDI: Benefit Computation and Automatic Adjustments

Social Security Bulletin • Annual Statistical Supplement • 2002 89

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTE: . . . = not available.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A8.—Factors for indexing earnings, 1951–2002—Continued

Year

Annual

 maximum

 taxable

 earnings

(dollars)

Average

annual

 wage

(dollars)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.

Factors b for workers who were first eligible (attained age 62, became disabled, or died) in—

b. The indexing factor for a given year represents the ratio of the average annual wage (column 2) 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 earnings (AIME).

1996 1997 1998 1999 2000 2001 2002

1951........................... 3,600 2,799.16 8.4859494 8.8260978 9.2577416 9.7979394 10.3107504 10.8853513 11.4873105

1952........................... 3,600 2,973.32 7.9888912 8.3091157 8.7154763 9.2240324 9.7068059 10.2477500 10.8144498

1953........................... 3,600 3,139.44 7.5661679 7.8694481 8.2543065 8.7359529 9.1931809 9.7055016 10.2422152

1954........................... 3,600 3,155.64 7.5273257 7.8290489 8.2119317 8.6911054 9.1459862 9.6556768 10.1896351

1955........................... 4,200 3,301.44 7.1948998 7.4832982 7.8492718 8.3072841 8.7420762 9.2292575 9.7396348

1956........................... 4,200 3,532.36 6.7245496 6.9940946 7.3361435 7.7642143 8.1705828 8.6259158 9.1029284

1957........................... 4,200 3,641.72 6.5226129 6.7840636 7.1158409 7.5310568 7.9252221 8.3668816 8.8295695

1958........................... 4,200 3,673.80 6.4656568 6.7248244 7.0537046 7.4652948 7.8560183 8.2938211 8.7524688

1959........................... 4,800 3,855.80 6.1604673 6.4074018 6.7207583 7.1129208 7.4852015 7.9023393 8.3393381

1960........................... 4,800 4,007.12 5.9278310 6.1654405 6.4669638 6.8443171 7.2025395 7.6039250 8.0244215

1961........................... 4,800 4,086.76 5.8123134 6.0452926 6.3409400 6.7109397 7.0621813 7.4557449 7.8680471

1962........................... 4,800 4,291.40 5.5351470 5.7570164 6.0385655 6.3909214 6.7254136 7.1002097 7.4928508

1963........................... 4,800 4,396.64 5.4026552 5.6192138 5.8940236 6.2379453 6.5644310 6.9302558 7.3134985

1964........................... 4,800 4,576.32 5.1905308 5.3985866 5.6626066 5.9930250 6.3066918 6.6581533 7.0263487

1965........................... 4,800 4,658.72 5.0987245 5.3031004 5.5624506 5.8870248 6.1951437 6.5403888 6.9020718

1966........................... 6,600 4,938.36 4.8100037 5.0028066 5.2474708 5.5536656 5.8443370 6.1700322 6.5112345

1967........................... 6,600 5,213.44 4.5562105 4.7388404 4.9705952 5.2606341 5.5359686 5.8444789 6.1676782

1968........................... 7,800 5,571.76 4.2632005 4.4340855 4.6509361 4.9223226 5.1799503 5.4686203 5.7710346

1969........................... 7,800 5,893.76 4.0302846 4.1918334 4.3968367 4.6533961 4.8969486 5.1698474 5.4557396

1970........................... 7,800 6,186.24 3.8397363 3.9936472 4.1889581 4.4333876 4.6654252 4.9254216 5.1977970

1971........................... 7,800 6,497.08 3.6560316 3.8025790 3.9885456 4.2212809 4.4422171 4.6897745 4.9491187

1972........................... 9,000 7,133.80 3.3297163 3.4631837 3.6325521 3.8445148 4.0457316 4.2711935 4.5073902

1973........................... 10,800 7,580.16 3.1336449 3.2592531 3.4186482 3.6181294 3.8074975 4.0196830 4.2419711

1974........................... 13,200 8,030.76 2.9578184 3.0763788 3.2268303 3.4151189 3.5938616 3.7941415 4.0039573

1975........................... 14,100 8,630.92 2.7521435 2.8624596 3.0024493 3.1776450 3.3439587 3.5303119 3.7255379

1976........................... 15,300 9,226.48 2.5744954 2.6776907 2.8086443 2.9725312 3.1281095 3.3024339 3.4850582

1977........................... 16,500 9,779.44 2.4289254 2.5262858 2.6498348 2.8044551 2.9512365 3.1157040 3.2880022

1978........................... 17,700 10,556.03 2.2502333 2.3404310 2.4548907 2.5981359 2.7341188 2.8864867 3.0461092

1979........................... 22,900 11,479.46 2.0692202 2.1521622 2.2574145 2.3891368 2.5141810 2.6542921 2.8010743

1980........................... 25,900 12,513.46 1.8982384 1.9743268 2.0708821 2.1917200 2.3064316 2.4349652 2.5696186

1981........................... 29,700 13,773.10 1.7246321 1.7937618 1.8814864 1.9912728 2.0954934 2.2122717 2.3346102

1982........................... 32,400 14,531.34 1.6346414 1.7001639 1.7833111 1.8873690 1.9861513 2.0968362 2.2127911

1983........................... 35,700 15,239.24 1.5587083 1.6211871 1.7004719 1.7996960 1.8938897 1.9994330 2.1100015

1984........................... 37,800 16,135.07 1.4721678 1.5311777 1.6060606 1.6997757 1.7887397 1.8884232 1.9928528

1985........................... 39,600 16,822.51 1.4120087 1.4686072 1.5404301 1.6303156 1.7156441 1.8112541 1.9114163

1986........................... 42,000 17,321.82 1.3713068 1.4262739 1.4960264 1.5833209 1.6661898 1.7590438 1.8563188

1987........................... 43,800 18,426.51 1.2890954 1.3407672 1.4063379 1.4883991 1.5662999 1.6535871 1.7450304

1988........................... 45,000 19,334.04 1.2285860 1.2778323 1.3403251 1.4185344 1.4927785 1.5759686 1.6631196

1989........................... 48,000 20,099.55 1.1817941 1.2291648 1.2892776 1.3645082 1.4359247 1.5159464 1.5997781

1990........................... 51,300 21,027.98 1.1296154 1.1748946 1.2323533 1.3042622 1.3725256 1.4490141 1.5291445

1991........................... 53,400 21,811.60 1.0890320 1.1326844 1.1880788 1.2574043 1.3232152 1.3969557 1.4742073

1992........................... 55,500 22,935.42 1.0356702 1.0771837 1.1298638 1.1957924 1.2583785 1.3285059 1.4019721

1993........................... 57,600 23,132.67 1.0268391 1.0679986 1.1202295 1.1855960 1.2476485 1.3171778 1.3900177

1994........................... 60,600 23,753.53 1.0000000 1.0400837 1.0909494 1.1546073 1.2150379 1.2827500 1.3536860

1995........................... 61,200 24,705.66 1.0000000 1.0000000 1.0489054 1.1101100 1.1682117 1.2333141 1.3015163

1996........................... 62,700 25,913.90 1.0000000 1.0000000 1.0000000 1.0583509 1.1137436 1.1758107 1.2408329

1997........................... 65,400 27,426.00 1.0000000 1.0000000 1.0000000 1.0000000 1.0523387 1.1109837 1.1724211

1998........................... 68,400 28,861.44 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0557283 1.1141100

1999........................... 72,600 30,469.84 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0552999

2000........................... 76,200 32,154.82 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2001........................... 80,400 . . . 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
2.A OASDI: Benefit Computation and Automatic Adjustments 

90 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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, 1951–2002

Year

Annual

 maximum

 taxable

 earning

(dollars)

Average

annual

 wage

(dollars)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 b for workers who were first eligible

 (attained age 62, became disabled, or died) in—

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 

(column 2) 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. 

1995 1996 1997 1998 1999 2000 2001 2002

1951........................... 3,600 2,799.16 29,750.93 30,549.42 31,773.95 33,327.87 35,272.58 37,118.70 39,187.26 41,354.32

1952........................... 3,600 2,973.32 28,008.29 28,760.01 29,912.82 31,375.71 33,206.52 34,944.50 36,891.90 38,932.02

1953........................... 3,600 3,139.44 26,526.26 27,238.20 28,330.01 29,715.50 31,449.43 33,095.45 34,939.81 36,871.97

1954........................... 3,600 3,155.64 26,390.09 27,098.37 28,184.58 29,562.95 31,287.98 32,925.55 34,760.44 36,682.69

1955........................... 4,200 3,301.44 29,428.74 30,218.58 31,429.85 32,966.94 34,890.59 36,716.72 38,762.88 40,906.47

1956........................... 4,200 3,532.36 27,504.90 28,243.11 29,375.20 30,811.80 32,609.70 34,316.45 36,228.85 38,232.30

1957........................... 4,200 3,641.72 26,678.94 27,394.97 28,493.07 29,886.53 31,630.44 33,285.93 35,140.90 37,084.19

1958........................... 4,200 3,673.80 26,445.97 27,155.76 28,244.26 29,625.56 31,354.24 32,995.28 34,834.05 36,760.37

1959........................... 4,800 3,855.80 28,797.35 29,570.24 30,755.53 32,259.64 34,142.02 35,928.97 37,931.23 40,028.82

1960........................... 4,800 4,007.12 27,709.88 28,453.59 29,594.11 31,041.43 32,852.72 34,572.19 36,498.84 38,517.22

1961........................... 4,800 4,086.76 27,169.89 27,899.10 29,017.40 30,436.51 32,212.51 33,898.47 35,787.58 37,766.63

1962........................... 4,800 4,291.40 25,874.26 26,568.71 27,633.68 28,985.11 30,676.42 32,281.99 34,081.01 35,965.68

1963........................... 4,800 4,396.64 25,254.93 25,932.75 26,972.23 28,291.31 29,942.14 31,509.27 33,265.23 35,104.79

1964........................... 4,800 4,576.32 24,263.34 24,914.55 25,913.22 27,180.51 28,766.52 30,272.12 31,959.14 33,726.47

1965........................... 4,800 4,658.72 23,834.19 24,473.88 25,454.88 26,699.76 28,257.72 29,736.69 31,393.87 33,129.94

1966........................... 6,600 4,938.36 30,916.26 31,746.02 33,018.52 34,633.31 36,654.19 38,572.62 40,722.21 42,974.15

1967........................... 6,600 5,213.44 29,285.01 30,070.99 31,276.35 32,805.93 34,720.18 36,537.39 38,573.56 40,706.68

1968........................... 7,800 5,571.76 32,383.81 33,252.96 34,585.87 36,277.30 38,394.12 40,403.61 42,655.24 45,014.07

1969........................... 7,800 5,893.76 30,614.55 31,436.22 32,696.30 34,295.33 36,296.49 38,196.20 40,324.81 42,554.77

1970........................... 7,800 6,186.24 29,167.12 29,949.94 31,150.45 32,673.87 34,580.42 36,390.32 38,418.29 40,542.82

1971........................... 7,800 6,497.08 27,771.68 28,517.05 29,660.12 31,110.66 32,925.99 34,649.29 36,580.24 38,603.13

1972........................... 9,000 7,133.80 29,184.17 29,967.45 31,168.65 32,692.97 34,600.63 36,411.58 38,440.74 40,566.51

1973........................... 10,800 7,580.16 32,958.78 33,843.37 35,199.93 36,921.40 39,075.80 41,120.97 43,412.58 45,813.29

1974........................... 13,200 8,030.76 38,022.71 39,043.20 40,608.20 42,594.16 45,079.57 47,438.97 50,082.67 52,852.24

1975........................... 14,100 8,630.92 37,790.95 38,805.22 40,360.68 42,334.54 44,804.79 47,149.82 49,777.40 52,530.09

1976........................... 15,300 9,226.48 38,360.23 39,389.78 40,968.67 42,972.26 45,479.73 47,860.08 50,527.24 53,321.39

1977........................... 16,500 9,779.44 39,029.75 40,077.27 41,683.72 43,722.27 46,273.51 48,695.40 51,409.12 54,252.04

1978........................... 17,700 10,556.03 38,788.09 39,829.13 41,425.63 43,451.57 45,987.00 48,393.90 51,090.81 53,916.13

1979........................... 22,900 11,479.46 46,146.61 47,385.14 49,284.51 51,694.79 54,711.23 57,574.74 60,783.29 64,144.60

1980........................... 25,900 12,513.46 47,879.34 49,164.37 51,135.07 53,635.85 56,765.55 59,736.58 63,065.60 66.553.12

1981........................... 29,700 13,773.10 49,882.76 51,221.57 53,274.72 55,880.15 59,140.80 62,236.15 65,704.47 69,337.92

1982........................... 32,400 14,531.34 51,578.07 52,962.38 55,085.31 57,779.28 61,150.75 64,351.30 67,937.49 71,694.43

1983........................... 35,700 15,239.24 54,191.44 55,645.89 57,876.38 60,706.85 64,249.15 67,611.86 71,379.76 75,327.06

1984........................... 37,800 16,135.07 54,193.44 55,647.94 57,878.52 60,709.09 64,251.52 67,614.36 71,382.40 75,329.84

1985........................... 39,600 16,822.51 54,454.05 55,915.54 58,156.85 61,001.03 64,560.50 67,939.51 71,725.66 75,692.09

1986........................... 42,000 17,321.82 56,089.50 57,594.89 59,903.50 62,833.11 66,499.48 69,979.97 73,879.84 77,965.39

1987........................... 43,800 18,426.51 54,986.59 56,462.38 58,725.60 61,597.60 65,191.88 68,603.93 72,427.12 76,432.33

1988........................... 45,000 19,334.04 53,841.32 55,286.37 57,502.45 60,314.63 63,834.05 67,175.03 70,918.59 74,840.38

1989........................... 48,000 20,099.55 55,243.43 56,726.12 58,999.91 61,885.33 65,496.39 68,924.38 72,765.43 76,789.35

1990........................... 51,300 21,027.98 56,434.62 57,949.27 60,272.09 63,219.72 66,908.65 70,410.56 74,334.42 78,445.11

1991........................... 53,400 21,811.60 56,634.29 58,154.31 60,485.35 63,443.41 67,145.39 70,659.69 74,597.44 78,722.67

1992........................... 55,500 22,935.42 55,977.31 57,479.69 59,783.69 62,707.44 66,366.48 69,840.01 73,732.08 77,809.45

1993........................... 57,600 23,132.67 57,600.00 59,145.93 61,516.72 64,525.22 68,290.33 71,864.55 75,869.44 80,065.02

1994........................... 60,600 23,753.53 60,600.00 60,600.00 63,029.07 66,111.54 69,969.20 73,631.30 77,734.65 82,033.37

1995........................... 61,200 24,705.66 61,200.00 61,200.00 61,200.00 64,193.01 67,938.73 71,494.55 75,478.83 79,652.80

1996........................... 62,700 25,913.90 62,700.00 62,700.00 62,700.00 62,700.00 66,358.60 69,831.72 73,723.33 77,800.22

1997........................... 65,400 27,426.00 65,400.00 65,400.00 65,400.00 65,400.00 65,400.00 68,822.95 72,658.34 76,676.34

1998........................... 68,400 28,861.44 68,400.00 68,400.00 68,400.00 68,400.00 68,400.00 68,400.00 72,211.82 76,205.13

1999........................... 72,600 30,469.84 72,600.00 72,600.00 72,600.00 72,600.00 72,600.00 72,600.00 72,600.00 76,614.77

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 76,200.00

2001........................... 80,400 . . . 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
 2.A OASDI: Benefit Computation and Automatic Adjustments

Social Security Bulletin • Annual Statistical Supplement • 2002 91

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A10—Average monthly wage (AMW) and average indexed monthly earnings (AIME)

Year enacted Earnings measure Provision

1939 ........................ AMW 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 QC.

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 QC. 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 year 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.

1977 ........................ AIME 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 onefifth 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 liviing 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, multipled 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

92 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTE: . . . = not available.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A11—Formulas for computing primary insurance amount (PIA) from AIME, increases in PIA based on costof-living adjustments, and minimum PIA, for workers who were first eligible (attained age 62, became disabled, or 

died) in 1979 or later

Year enacted

Year

of first eligibility

Percentage of AIME applicable to PIA

First applicable cost-of-living 

adjustment Minimum PIA

based on

indexed earnings

(dollars)

90 percent

of first (dollars)—

Plus 32 percent

of next (dollars)—

Plus 15 percent

above (dollars)— Effective for—

Percentage

increase

1977a ..................

a. 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 (attained age 62, became disabled, or died) in 

successive calendar years. The legislation also “froze” the minimum PIA at $122.

b 1979

b. For workers who attained age 62 in the 1979–1983 period, PIA cannot be less than that derived from PIA table in effect in December 1978 

(approximated by 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.

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.

b 1980 194 977 1,171 1980 14.3 c 122

1981d ..................

d. Minimum PIA 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.

b 1981 211 1,063 1,274 1981 11.2 c 122

b 1982 230 1,158 1,388 1982 7.4 d

1983 .................... b 1983 254 1,274 1,528 Dec. 1983 3.5 d

1984 267 1,345 1,612 1984 3.5 d

1985 280 1,411 1,691 1985 3.1 d

1986 297 1,493 1,790 1986 1.3 d

1987 310 1,556 1,866 1987 4.2 d

1988 319 1,603 1,922 1988 4.0 d

1989 339 1,705 2,044 1989 4.7 d

1990 356 1,789 2,145 1990 5.4 d

1991 370 1,860 2,230 1991 3.7 d

1992 387 1,946 2,333 1992 3.0 d

1993 401 2,019 2,420 1993 2.6 d

1994 422 2,123 2,545 1994 2.8 d

1995 426 2,141 2,567 1995 2.6 d

1996 437 2,198 2,635 1996 2.9 d

1997 455 2,286 2,741 1997 2.1 d

1998 477 2,398 2,875 1998 1.3 d

1999 505 2,538 3,043 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 2000 3.5 d

2001 561 2,820 3,381 2001 2.6 d

2002 592 2,975 3,567 2002 . . . d
2.A OASDI: Benefit Computation and Automatic Adjustments

Social Security Bulletin • Annual Statistical Supplement • 2002 93

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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)

Year enacted Effective Provision

1983 ...................................... 1986 Workers first eligible for pensions based on noncovered employment a and disability or 

retired workers after Dec. 31, 1985. The benefit computation formula uses a reduced factor 

of the usual first AIME bendpoint.

 a. Reduction in PIA will not be greater than one-half of the periodic payment based on noncovered employment performed after 1956.

Factor Year eligible

80% 1986

70% 1987

60% 1988

50% 1989

40% 1990 and later

WEP is not applicable to persons who were federal employees or nonprofit employees on 

Jan. 1, 1984 and who were covered by Social Security on that date; to federal employees 

who switched to the Federal Employees Retirement System (FERS) during a special 

enrollment period and who have worked under FERS for 5 years; 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 old 

law base, while the criterion for computing the special minimum PIA was changed to 15 percent of the base.

Factor Years of coverage

80% 29

70% 28

60% 27

50% 26

1988 ...................................... 1989 5% added to factor for each year of coverage over 20.

Factor Years of coverage

85% 29

80% 28

75% 27

70% 26

65% 25

60% 24

55% 23

50% 22

45% 21

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
2.A OASDI: Benefit Computation and Automatic Adjustments

94 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A12—Special minimum PIA (formula applies to years of coverage)

Year enacted

Years of coverage PIA computation

Applicable 

period Number

Amounta

per year

of coverage

over 10 years

(dollars)

Maximum amount a

for workers with

 30 or more years

of coverage

(dollars) Effective for–

1972 ........................... 1937–1950 The number (disregarding any remainder and not 

exceeding 14) obtained by dividing total creditable 

wages in 1937–1950 by $900

8.50 170.00 January 1973

After 1950 Number of years with creditable earnings equal to atleast 25% of the effective annual maximum taxable 

earnings, that is:

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 ........................... . . . . . . 9.00 180.00 March 1974

1977b ......................... After 1978 Number of years with creditable earnings equal to 11.50 230.00 January 1979

at least 25% of what the annual taxable maximum c 12.64 252.80 June 1979

would have been if the statutory increases c 14.45 289.00 June 1980

in the maximum under the 1977 amendments c 16.07 321.40 June 1981

had not been enacted (the “old law” contribution c 17.26 345.10 June 1982

and benefit base), that is: c 17.86 357.10 December 1983

1979 ................................................. $4,725 c 18.49 369.50 December 1984

1980 ................................................. 5,100 c 19.06 380.90 December 1985

1981 ................................................. 5,500 c 19.31 385.80 December 1986

1982 ................................................. 6,075 c 20.12 402.00 December 1987

1983 ................................................. 6,675 c 20.92 418.00 December 1988

1984 ................................................. 7,050 c 21.90 437.60 December 1989

1985 ................................................. 7,425 c 23.08 461.20 December 1990

1986 ................................................. 7,875 c 23.93 478.20 December 1991

1987 ................................................. 8,175 c 24.65 492.50 December 1992

1988 ................................................. 8,400 c 25.29 505.30 December 1993

1989 ................................................. 8,925 c 26.00 519.40 December 1994

1990 ................................................. 9,525 c 26.68 532.90 December 1995 c 27.45 548.30 December 1996 c 28.03 559.80 December 1997 c 28.39 567.00 December 1998 c d 29.10 d 581.10 December 1999 c 30.12

c 30.90

d 601.40

 617.00

December 2000

December 2001

See footnotes at end of table.
 2.A OASDI: Benefit Computation and Automatic Adjustments

Social Security Bulletin • Annual Statistical Supplement • 2002 95

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTES: Alternative PIA applicable when it exceeds the regularly computed PIA. The usual rates of actuarial reduction apply for retirement before age 65. 

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 Number of years with creditable earnings equal to at 

least 15% of what the annual taxable maximum would 

have been if the statutory increases in the maximum 

under the 1977 amendments had not been enactede

(the “old law” contribution and benefit base), that is:

. . . . . . . . .

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

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 PIA’s 

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)—Continued

Year enacted

Years of coverage PIA computation

Applicable 

period Number

Amounta

per year

of coverage

over 10 years

(dollars)

Maximum amount a

for workers with

 30 or more years

of coverage

(dollars) Effective for–
2.A OASDI: Benefit Computation and Automatic Adjustments 

96 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTE: . . . = 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, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Table 2.A13—Formulas for computing maximum family benefit from primary insurance amount (PIA), and 

increases in maximum based on cost-of-living adjustments, for workers who attained age 62 or died 

(before attaining age 62) in 1979 or later 

Year enacted

Year of

first eligibility

Percentage of PIA applicable to maximum family benefit First applicable cost-of-living adjustment

150 percent

of first (dollars)—

Plus 272 percent of

next (dollars)—

Plus 134 percent of

next (dollars)—

Plus 175 percent

above (dollars)— Effective for—

Percentage

increase

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 levels. As a result, separate formulas are applicable to workers first eligible in successive calendar years.

1979 230 102 101 433 June 1979 9.9

1980 248 110 109 467 1980 14.3

1981 270 120 118 508 1981 11.2

1982 294 131 129 554 1982 7.4

1983 324 144 142 610 Dec. 1983 3.5

1984 342 151 150 643 1984 3.5

1985 358 159 158 675 1985 3.1

1986 379 169 166 714 1986 1.3

1987 396 175 174 745 1987 4.2

1988 407 181 179 767 1988 4.0

1989 433 193 190 816 1989 4.7

1990 455 201 200 856 1990 5.4

1991 473 209 208 890 1991 3.7

1992 495 219 217 931 1992 3.0

1993 513 227 226 966 1993 2.6

1994 539 240 237 1,016 1994 2.8

1995 544 241 239 1,024 1995 2.6

1996 559 247 246 1,052 1996 2.9

1997 581 258 255 1,094 1997 2.1

1998 609 271 267 1,147 1998 1.3

1999 645 286 283 1,214 1999 b 2.5

b. 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 2000 3.5

2001 717 317 315 1,349 2001 2.6

2002 756 336 332 1,424 2002 . . .

Table 2.A14—Formulas for computing maximum family benefit, and increases in maximum based on cost-of-living 

adjustments, for workers first eligible for disability benefits in 1979 or later 

Year enacted Year of first eligibility Formula for maximum family benefit

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.

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

Social Security Bulletin • Annual Statistical Supplement • 2002 97

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

Effective for....................................... Apr. 1952 Sept. 1952 Sept. 1954 Jan. 1959 Jan. 1965 Feb. 1968 Jan. 1970 Jan. 1971 Sept. 1972

Percentage increase in PIA .............. a 77.0

 a 

 b 12.5

 b Increase of 12.5% or $5, if larger.

 c 13.0

 c Beginning June12 k 1975 all benefit increases are based on automatic cost-of-living adjustments.

 d 7.0

 d 

 e 7.0

 e Applied to next $150 effective for January 1973 and to next $350 effective for January 1979.

13.0 15.0 10.0 20.0

AMW (dollars) Percentage of AMW applicable to PIA 

First 110 ............................................ f 50.00

 f Applied to next $50.

f 55.00 55.00 58.85 62.97 71.16 81.83 90.01 108.01

Next 290............................................ g 15.00

 g Applied to next $10

g 15.00 h 20.00

 h Effective data for automatic cost-of-living adjustments moved from June to December beginning with 1983.

21.40 22.90 25.88 29.76 32.74 39.29

Next 150............................................ . . . . . . . . . . . . 21.40 24.18 27.81 30.59 36.71

Next 100............................................ . . . . . . . . . . . . . . . 28.43 32.69 35.96 43.15

Next 100............................................ . . . . . . . . . . . . . . . . . . . . . 20.00 24.00

Next 250............................................ . . . . . . . . . . . . . . . . . . . . . . . . i i 20.00

 i 

Effective for....................................... June 1974 June 1975 June 1976 June 1977 June 1978 June 1979 June 1980 June 1981 June 1982

Percentage increase in PIA .............. j 11.0 k 8.0 6.4 5.9 6.5 9.9 14.3 11.2 7.4

AMW (dollars) Percentage of AMW applicable to PIA 

First 110 ............................................ 119.89 129.48 137.77 145.90 155.38 170.76 195.18 217.04 233.10

Next 290............................................ 43.61 47.10 50.10 53.06 56.51 62.10 70.98 78.93 84.77

Next 150............................................ 40.75 44.01 46.82 49.58 52.81 58.04 66.34 73.77 79.23

Next 100............................................ 47.90 51.73 55.05 58.30 62.09 68.24 78.00 86.74 93.16

Next 100............................................ 26.64 28.77 30.61 32.42 34.53 37.95 43.38 48.24 51.81

Next 250............................................ 22.20 23.98 25.51 27.02 28.78 31.63 36.15 40.20 43.17

Next 175............................................ j l 20.00

 j j 

21.60 22.98 24.34 25.92 28.49 32.56 36.21 38.89

Next 100............................................ . . . j k 20.00

 k 

21.28 22.54 24.01 26.39 30.16 33.54 36.02

Next 100............................................ . . . . . . 20.00 21.18 l 22.56

 l 

24.79 28.33 31.50 33.83

Next 100............................................ . . . . . . . . . 20.00 21.30 23.41 26.76 29.76 31.96

Next 435............................................ . . . . . . . . . . . . 20.00 21.98 25.12 27.93 30.00

Next 250............................................ . . . . . . . . . . . . . . . 20.00 22.86 25.42 27.30

Next 315............................................ . . . . . . . . . . . . . . . . . . 20.00 22.24 23.89

Next 225............................................ . . . . . . . . . . . . . . . . . . . . . 20.00 21.48

Next 275............................................ . . . . . . . . . . . . . . . . . . . . . . . . 20.00

Effective for....................................... Dec. 1983 Dec. 1984 Dec. 1985 Dec. 1986 Dec. 1987 Dec. 1988 Dec. 1989 Dec. 1990 Dec. 1991

Percentage increase in PIA .............. 3.5 3.5 3.1 1.3 4.2 4.0 4.7 5.4 3.7

AMW (dollars) Percentage of AMW applicable to PIA 

First 110 ............................................ 241.26 249.70 257.44 260.79 271.74 282.61 295.89 311.87 323.41

Next 290............................................ 87.74 90.81 93.62 94.84 98.82 102.77 107.60 113.42 117.62

Next 150............................................ 82.00 84.87 87.50 88.64 92.36 96.05 100.56 105.99 109.91

Next 100............................................ 96.42 99.79 102.88 104.22 108.60 112.94 118.25 124.64 129.25

Next 100............................................ 53.62 55.50 57.22 57.96 60.39 62.81 65.76 69.31 71.87

Next 250............................................ 44.68 46.24 47.67 48.29 50.32 52.33 54.79 57.75 59.89

Next 175............................................ 40.25 41.66 42.95 43.51 45.34 47.15 49.37 52.04 53.97

Next 100............................................ 37.28 38.58 39.78 40.30 41.99 43.67 45.72 48.19 49.97

Next 100............................................ 35.01 36.24 37.36 37.85 39.44 41.02 42.95 45.27 46.94

Next 100............................................ 33.08 34.24 35.30 35.76 37.26 38.75 40.57 42.76 44.34

Next 435............................................ 31.05 32.14 33.14 33.57 34.98 36.38 38.09 40.15 41.64

Next 250............................................ 28.26 29.25 30.16 30.55 31.83 33.10 34.66 36.53 37.88

Next 315............................................ 24.73 25.60 26.39 26.73 27.85 28.96 30.32 31.96 33.14

Next 225............................................ 22.23 23.01 23.72 24.03 25.04 26.04 27.26 28.73 29.79

Next 275............................................ 20.70 21.42 22.08 22.37 23.31 24.24 25.38 26.75 27.74

Next 175............................................ 20.00 20.70 21.34 21.62 22.53 23.43 24.53 25.85 26.81

Next 150............................................ . . . 20.00 20.63 20.90 21.78 22.65 23.71 24.99 25.91

Next 200............................................ . . . . . . 20.00 20.26 21.11 21.95 22.98 24.22 25.12

Next 150............................................ . . . . . . . . . 20.00 20.84 21.67 22.69 23.92 24.81

Next 100............................................ . . . . . . . . . . . . 20.00 20.80 21.78 22.96 23.81

Next 250............................................ . . . . . . . . . . . . . . . 20.00 20.94 22.07 22.89

Next 275............................................ . . . . . . . . . . . . . . . . . . 20.00 21.08 21.86

Next 175............................................ . . . . . . . . . . . . . . . . . . 20.00 21.08 20.74

Next 175............................................ . . . . . . . . . . . . . . . . . . . . . . . . 20.00

See footnotes at end of table.
2.A OASDI: Benefit Computation & Automatic Adjustments

98 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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—Continueda b c d e f g h ij k l m

a. Average increase in benefits of about 77 percent-from 100 percent at the lowest level to 50 percent at the highest level.

b. Increase of 12.5 percent or $5, if larger.

c. Average increase of about 13 percent, with minimum increase of $5.

d. Increase of 7 percent or $3, if larger.

e. Increase of 7 percent or $4, if larger.

f. Applied to first $100 of AMW.

g. Applied to next $200 of AMW.

h. Applied to next $190 before 1955 and to next $240 effective for January 1955.

i. Applied to next $150 effective for January 1973 and to next $350 effective for January 1974.

j. Increase effective in two steps: 7 percent for March–May and other 4 percent for June.

k. Beginning June 1975 all benefit increases are based on automatic cost-of-living adjustments

l. Applied to next $100 before January 1975.

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 will be 

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.

Effective for.......................... Dec. 1992 Dec. 1993 Dec. 1994 Dec. 1995 Dec. 1996 Dec. 1997 Dec. 1998 Dec. 1999 Dec. 2000 Dec. 2001

Percentage increase in PIA . 3.0 2.6 2.8 2.6 2.9 2.1 1.3 m 2.5 3.5 2.6

AMW (dollars) Percentage of AMW applicable to PIA 

First 110 ............................... 333.11 341.77 351.34 360.47 370.93 378.72 383.64 393.23 407.00 417.58

Next 290............................... 121.15 124.30 127.78 131.10 134.90 137.73 139.52 143.01 148.02 151.87

Next 150............................... 113.21 116.15 119.40 122.50 126.06 128.71 130.38 133.64 138.32 141.91

Next 100............................... 133.13 136.59 140.41 144.06 148.24 151.35 153.32 157.15 162.65 166.88

Next 100............................... 74.03 75.95 78.08 80.11 82.43 84.16 85.26 87.39 90.45 92.80

Next 250............................... 61.69 63.29 65.06 66.75 68.69 70.13 71.04 72.82 75.37 77.33

Next 175............................... 55.59 57.04 58.64 60.16 61.91 63.21 64.03 65.63 67.93 69.70

Next 100............................... 51.47 52.81 54.29 55.70 57.32 58.52 59.28 60.77 62.89 64.53

Next 100............................... 48.35 49.61 51.00 52.33 53.84 54.97 55.69 57.08 59.08 60.61

Next 100............................... 45.67 46.86 48.17 49.42 50.86 51.93 52.60 53.92 55.81 57.26

Next 435............................... 42.89 44.01 45.24 46.42 47.76 48.76 49.40 50.63 52.40 53.77

Next 250............................... 39.02 40.03 41.15 42.22 43.44 44.35 44.93 46.05 47.66 48.90

Next 315............................... 34.13 35.02 36.00 36.94 38.01 38.81 39.31 40.30 41.71 42.79

Next 225............................... 30.68 31.48 32.36 33.20 34.16 34.88 35.33 36.21 37.48 38.46

Next 275............................... 28.57 29.31 30.13 30.91 31.81 32.48 32.90 33.72 34.90 35.81

Next 175............................... 27.61 28.33 29.12 29.88 30.74 31.39 31.79 32.59 33.73 34.61

Next 150............................... 26.69 27.38 28.15 28.88 29.72 30.34 30.74 31.51 32.61 33.46

Next 200............................... 25.87 26.54 27.28 27.99 28.80 29.40 29.79 30.53 31.60 32.42

Next 150............................... 25.55 26.21 26.94 27.64 28.44 29.04 29.41 30.15 31.21 32.02

Next 100............................... 24.52 25.16 25.86 26.53 27.30 27.87 28.24 28.94 29.95 30.73

Next 250............................... 23.58 24.19 24.87 25.52 26.26 26.81 27.16 27.84 28.81 29.56

Next 275............................... 22.52 23.11 23.76 24.38 25.08 25.61 25.94 26.59 27.52 28.23

Next 175............................... 21.36 21.92 22.53 23.12 23.79 24.29 24.61 25.22 26.10 26.78

Next 175............................... 20.60 21.14 21.73 22.29 22.94 23.42 23.73 24.32 25.17 25.82

Next 175............................... 20.00 20.52 21.09 21.64 22.27 22.74 23.03 23.61 24.44 25.07

Next 250............................... . . . 20.00 20.56 21.09 21.71 22.17 22.45 23.02 23.82 24.44

Next 50................................. . . . . . . 20.00 20.52 21.12 21.56 21.84 22.39 23.17 23.78

Next 125............................... . . . . . . . . . 20.00 20.58 21.01 21.29 21.82 22.58 23.17

Next 225............................... . . . . . . . . . . . . 20.00 20.42 20.69 21.20 21.94 22.52

Next 250............................... . . . . . . . . . . . . . . . 20.00 20.26 20.77 21.49 22.05

Next 350............................... . . . . . . . . . . . . . . . . . . 20.00 20.50 21.22 21.77

Next 300............................... . . . . . . . . . . . . . . . . . . . . . 20.00 20.70 21.24

Next 350............................... . . . . . . . . . . . . . . . . . . . . . . . . 20.00 20.52

Next 375............................... . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00
 2.A OASDI: Benefit Computation and Automatic Adjustments

.

Social Security Bulletin • Annual Statistical Supplement • 2002 99

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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 for—

Minimum PIA a

(dollars)

a. Based on earnings; subject to reduction if claimed before age 65.

Maximum family benefit 

Percentage of AMW But 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 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 was 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 . . .
2.A OASDI: Benefit Computation and Automatic Adjustments

100 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A18—Automatic adjustment provisions

Year enacted Adjustment of— Provision

1977 ............. Quarter of coverage 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 column 2 in 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.

1972 ............. Maximum amount of taxable

 and creditable earnings

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 column 2 in 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 Jan. 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 sections 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 column 2 in 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 

renumeration 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.

1977 ............. Benefits—Computation 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 column 2 in 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.

1972 ............. Benefits—

Cost-of-living increase

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 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.
 2.A OASDI: Benefit Computation and Automatic Adjustments

Social Security Bulletin • Annual Statistical Supplement • 2002 101

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210. 

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 one-tenth 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 column 2 in Table 2.A8 for the 

annual amount of the average wage after 1950 and footnote 1 in Table 2.A8 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 

Oct. 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.

1972 ............. Earnings test 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 column 2 in 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 Jan. 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 6 in Table 2.A29) 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 column 2 in Table 2.A8 for annual amounts of the national average wage index.) 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 Mar. 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 index as under the 1994 

legislation.

2000 ............. Public Law 106–182, enacted Apr. 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 Adjustment of— Provision
2.A OASDI: Benefit Computation and Automatic Adjustments

102 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A19—Cumulative effect of statutory and automatic increases in benefits: 100 dollar base benefit

Illustrated benefit growth

 (Cost-of-living adjustment (COLA) increases only. Rounded to nearest dollar)

Base dates/

COLA

Aug. 1950

. . .

Sept. 1950

77.0

Sept. 1952

12.5

Sept. 1954

13.0

Jan. 1959

7.0

Jan. 1965

7.0

Feb. 1968

13.0

Jan. 1970

15.0

Jan. 1971

10.0

Sept. 1972

20.0

June 1974

11.0

June 1975

8.0

June 1976

6.4

Aug. 1950...... 100 177 199 225 241 258 291 335 368 442 491 530 564

Sept. 1950..... . . . 100 113 127 136 146 164 189 208 250 277 299 318

Sept. 1952..... . . . . . . 100 113 121 129 146 168 185 222 246 266 283

Sept. 1954..... . . . . . . . . . 100 107 114 129 149 164 196 218 235 250

Jan. 1959 ...... . . . . . . . . . . . . 100 107 121 139 153 184 204 220 234

Jan. 1965 ...... . . . . . . . . . . . . . . . 100 113 130 143 172 190 206 219

Feb. 1968...... . . . . . . . . . . . . . . . . . . 100 115 127 152 168 182 194

Jan. 1970 ...... . . . . . . . . . . . . . . . . . . . . . 100 110 132 147 158 168

Jan. 1971 ...... . . . . . . . . . . . . . . . . . . . . . . . . 100 120 133 144 153

Sept. 1972..... . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 111 120 128

June 1974 ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 108 115

June 1975 ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 106

June 1976 ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

June 1977

5.9

June 1978

6.5

June 1979

9.9

June 1980

14.3

June 1981

11.2

June 1982

7.4

Dec. 1983

3.5

Dec. 1984

3.5

Dec. 1985

3.1

Dec. 1986

1.3

Dec. 1987

4.2

Dec. 1988

4.0

Dec. 1989

4.7

Aug. 1950...... 597 636 699 799 888 954 987 1,022 1,053 1,067 1,112 1,156 1,211

Sept. 1950..... 337 359 395 451 502 539 558 577 595 603 628 653 684

Sept. 1952..... 300 319 351 401 446 479 496 513 529 536 558 581 608

Sept. 1954..... 265 283 310 355 395 424 439 454 468 474 494 514 538

Jan. 1959 ...... 248 264 290 332 369 396 410 424 437 443 462 480 503

Jan. 1965 ...... 232 247 271 310 345 370 383 397 409 414 432 449 470

Feb. 1968...... 205 218 240 274 305 328 339 351 362 367 382 397 416

Jan. 1970 ...... 178 190 209 239 265 285 295 305 315 319 332 345 362

Jan. 1971 ...... 162 173 190 217 241 259 268 277 286 290 302 314 329

Sept. 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

Dec. 1983...... . . . . . . . . . . . . . . . . . . 100 104 107 108 113 117 123

Dec. 1984...... . . . . . . . . . . . . . . . . . . . . . 100 103 104 109 113 118

Dec. 1985...... . . . . . . . . . . . . . . . . . . . . . . . . 100 101 106 110 115

Dec. 1986...... . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 108 113

Dec. 1987...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 109

Dec. 1988...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 105

Dec. 1989...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

See footnotes at end of table.
2.A OASDI: Benefit Computation and Automatic Adjustments

Social Security Bulletin • Annual Statistical Supplement • 2002 103

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol.66, no. 207 (October 25, 2001).

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A19—Cumulative effect of statutory and automatic increases in benefits: 100 dollar base benefit—

Continued

Illustrated benefit growth

 (Cost–of–living adjustment (COLA) increases only. Rounded to nearest dollar)

Base dates/

COLA

Dec. 1990

5.4

Dec. 1991

3.7

Dec. 1992

3.0

Dec. 1993

2.6

Dec. 1994

2.8

Dec. 1995

2.6

Dec. 1996

2.9

Dec. 1997

2.1

Dec. 1998

1.3

Dec. 1999

2.5a

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.

Dec. 2000

3.5

Dec. 2001

2.6

Aug. 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

Sept. 1950...... 721 748 770 790 812 833 857 875 887 909 941 965

Sept. 1952...... 641 665 684 702 722 741 762 778 788 808 836 858

Sept. 1954...... 567 588 606 621 639 655 674 689 698 715 740 759

Jan. 1959 ....... 530 550 566 581 597 613 630 644 652 668 692 710

Jan. 1965 ....... 495 514 529 543 558 573 589 601 609 625 646 663

Feb. 1968....... 438 455 468 480 494 507 521 532 539 553 572 587

Jan. 1970 ....... 381 395 407 418 429 441 453 463 469 481 497 510

Jan. 1971 ....... 347 359 370 380 390 401 412 421 426 437 452 464

Sept. 1972...... 289 299 308 316 325 334 343 351 355 364 377 387

June 1974 ...... 260 270 278 285 293 301 309 316 320 328 339 348

June 1975 ...... 241 250 257 264 271 278 286 292 296 304 314 323

June 1976 ...... 226 235 242 248 255 262 269 275 278 285 295 303

June 1977 ...... 214 222 228 234 241 247 254 260 263 270 279 286

June 1978 ...... 201 208 214 220 226 232 239 244 247 253 262 269

June 1979 ...... 183 189 195 200 206 211 217 222 225 230 238 245

June 1980 ...... 160 166 171 175 180 185 190 194 197 201 209 214

June 1981 ...... 144 149 153 157 162 166 171 174 177 181 188 192

June 1982 ...... 134 139 143 147 151 155 159 162 165 169 175 179

Dec. 1983....... 129 134 138 142 146 149 154 157 159 163 169 173

Dec. 1984....... 125 130 133 137 141 144 149 152 154 157 163 167

Dec. 1985....... 121 126 129 133 136 140 144 147 149 153 158 162

Dec. 1986....... 120 124 128 131 135 138 142 145 147 151 156 160

Dec. 1987....... 115 119 123 126 129 133 137 139 141 145 150 154

Dec. 1988....... 110 114 118 121 124 128 131 134 136 139 144 148

Dec. 1989....... 105 109 113 116 119 122 125 128 130 133 138 141

Dec. 1990....... 100 104 107 110 113 116 119 121 123 126 131 134

Dec. 1991....... . . . 100 103 106 109 111 115 117 119 122 126 129

Dec. 1992....... . . . . . . 100 103 105 108 111 114 115 118 122 125

Dec. 1993....... . . . . . . . . . 100 103 105 109 111 112 115 119 122

Dec. 1994....... . . . . . . . . . . . . 100 103 106 108 109 112 116 119

Dec. 1995....... . . . . . . . . . . . . . . . 100 103 105 106 109 113 116

Dec. 1996....... . . . . . . . . . . . . . . . . . . 100 102 103 106 110 113

Dec. 1997....... . . . . . . . . . . . . . . . . . . . . . 100 101 104 107 110

Dec. 1998....... . . . . . . . . . . . . . . . . . . . . . . . . 100 103 106 109

Dec. 1999....... . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 106

Dec. 2000....... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 103

Dec. 2001....... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
2.A OASDI: Benefits Types and Levels

104 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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

Type of benefit

Year

enacted Age

Percent

of PIA Condition or qualification

Retired worker 1935 65 or older . . . Fully insured. Amount based on cumulative wages.

1939 . . . 100 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 100% of PIA payable at: . . . Applicable to workers who attain age 62 in year:

 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

1987–1988....................... 7/24 of 1% 3 1/2%

1989–1990....................... 1/3 of 1% 4%

1991–1992....................... 9/24 of 1% 4 1/2%

1993–1994....................... 10/24 of 1% 5%

1995–1996....................... 11/24 of 1% 5 1/2% 

1997–1998....................... 1/2 of 1% 6%

1999–2000....................... 13/24 of 1% 6 1/2%

2001–2002....................... 14/24 of 1% 7%

2003–2004....................... 15/24 of 1% 7 1/2% 

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 50–64 100 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: Benefits Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 105

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

Type of benefit

Year

enacted Age

Percent

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 50 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 50 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 50 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.

See footnotes at end of table.
2.A OASDI: Benefits Types and Levels

106 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm. 

NOTE: . . . = not applicable.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Child (continued) ........ . . . . . . 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 50 Fully insured.a Disabled before age 18.

1972 . . . . . . Disabled before age 22.

. . . . . . Includes grandchild under certain circumstances.

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 50 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 50 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, Dec. 29, 1978. Statutory change enacted in 1983.

Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers—Continued

Type of benefit

Year

enacted Age

Percent

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 107

Table 2.A22—Monthly benefits for survivors of deceased workers

Type of benefit

Year

enacted Age

Percent 

of PIA Condition or qualification

Widow................................ 1939 65 or older 75 Fully insured.

1956 62–64 . . . . . .

1961 . . . 82 1/2 . . .

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.

100% of PIA payable at: . . . Applicable to widows who attain age 60 in year:

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 1/2 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 1/2 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.

See footnotes at end of table.
2.A OASDI: Benefit Types and Levels

108 Social Security Bulletin • Annual Statistical Supplement • 2002

Surviving divorced wife 

(continued) ........................

. . . . . . 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 twothirds 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 increased gradually (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 wife ..................... 1967 50–59 82 1/2

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.

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Type of benefit

Year

enacted Age

Percent 

of PIA Condition or qualification

See footnotes at end of table.
2.A OASDI: Benefit Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 109

Child (continued) ............... 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 1/2 75% each if two parents.

Widower ............................ 1950 65 or older 75 Fully and currently insured. Dependent.

1961 62 or older 82 1/2 . . .

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 increased gradually (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 1/2 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.

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Type of benefit

Year

enacted Age

Percent 

of PIA Condition or qualification

See footnotes at end of table.
2.A OASDI: Benefit Types and Levels

110 Social Security Bulletin • Annual Statistical Supplement • 2002

Disabled widower 

(continued) ........................

. . . . . . 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 twothirds 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 Retired-Worker).

62–66 . . . Reduced 24/36 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.

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 twothirds 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 twothirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset to two-thirds of such pension.

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 twothirds 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, Mar. 19, 1975. Statutory change enacted in 1983.

 d. Western District Court decision in Yates v. Califano, Jan. 28, 1979. Statutory change enacted in 1983.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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

Type of benefit

Year

enacted Age

Percent 

of PIA Condition or qualification
 2.A OASDI: Benefits Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 111

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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

Year enacted Type of benefit Amount Effective for—

1965............................................. Worker $35.00 September 1965

Same as benefit for individual

receiving special age-72 benefits

(see table 2.A24)

October 1966

Wife One-half of worker’s benefit September 1963

Widow Same as worker's benefit September 1963

1983............................................. Husband One-half of worker’s benefit May 1983

Widower Same as worker's benefit May 1983
2.A OASDI: Benefits Types and Levels

112 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm. 

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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 serviceconnected disability or death. Not available for persons receiving assistance.

Individual Couple Effective for—

1966 .................................................... 72 35.00 52.50 October 1966

1967 .................................................... . . . 40.00 60.00 February 1968

1969 .................................................... . . . 46.00 69.00 January 1970

1971 .................................................... . . . 48.30 72.50 January 1971

1972 b .................................................

b. Provision for future automatic cost-of-living adjustments.

. . . 58.00 87.00 September 1972

1973 c .................................................

c. Suspended by 1973 legislation. 

. . . 61.50 92.30 June–December 1974

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.

. . . 62.10 93.20 March 1974

. . . 64.40 96.60 June 1974

. . . 69.50 104.40 June 1975

. . . 74.10 111.20 June 1976

. . . 78.50 117.80 June 1977

. . . 83.70 125.60 June 1978

. . . 92.00 138.10 June 1979

. . . 105.20 157.90 June 1980

. . . 117.00 175.70 June 1981

. . . 125.60 188.60 June 1982

1983 e .................................................

e. Separate rate for couples eliminated. Rate for individuals applied to all beneficiaries.

. . . 129.90 . . . December 1983

. . . 134.40 . . . December 1984

. . . 138.50 . . . December 1985

. . . 140.30 . . . December 1986

. . . 146.10 . . . December 1987

. . . 151.90 . . . December 1988

. . . 159.00 . . . December 1989

1990 .................................................... 72 before 1972 f 

f. Effective for applications after Nov. 5, 1990.

167.50 . . . December 1990

. . . 173.60 . . . December 1991

. . . 178.80 . . . December 1992

. . . 183.40 . . . December 1993

. . . 188.50 . . . December 1994

. . . 193.40 . . . December 1995

. . . 199.00 . . . December 1996

. . . 203.10 . . . December 1997

. . . 205.70 . . . December 1998

. . . 210.80 . . . g December 1999

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.

. . . 218.10 . . . December 2000

. . . 223.70 . . . December 2001
2.A OASDI: Benefits Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 113

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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

Year enacted Type of benefit Provision

1935 ...................... Lump-sum refund Persons not insured at age 65 eligible for lump-sum refund equal to 3 1/2 percent of cumulative 

wage credits.

1939 ...................... Lump-sum refund eliminated.

1935 ...................... Lump-sum death payment Under age 65: 3 1/2 percent of cumulative wage credits. Aged 65 or older and fully insured: 3 1/2 

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.

1965 ...................... Vocational rehabilitation services 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

114 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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 2001, by average 

indexed monthly earnings for selected wage levels, effective December 2001 (in dollars)

Beneficiary family

Worker with yearly earnings equal to—

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, column 2.

150% of

average wage

Maximum

taxable earnings c

 c. See Ttable 2.A9, column 1.

Retired-worker families d 

 d. Assumes the worker began to work at age 22, retired at age 62 in 2001 with maximum reduction, and had no prior period of disability.

Average indexed monthly earnings............................................. 1,204.00 1,907.00 2,543.00 3,704.00 5,126.00

Primary insurance amount.......................................................... 729.00 959.90 1,168.70 1,493.50 1,712.30

Maximum family benefit .............................................................. 1,093.60 1,713.40 2,132.50 2,612.70 2,995.70

Monthly benefit amount

Retired worker claiming benefits at age 62

Worker alone ...................................................................... 571.00 751.00 915.00 1,169.00 1,341.00

Worker with spouse claiming benefits at—

Age 65 or older ................................................................ 935.00 1,230.00 1,499.00 1,915.00 2,197.00

Age 62 ............................................................................. 838.00 1,102.00 1,343.00 1,716.00 1,968.00

Survivor families e 

 e. Assumes the deceased worker began to work at age 22, died in 2001 at age 40, had no earnings in that year, and had no prior period of disability.

Average indexed monthly earnings............................................. 993.00 1,912.00 2,549.00 3,824.00 6,192.00

Primary insurance amount.......................................................... 659.80 961.50 1,170.60 1,512.00 1,876.40

Maximum family benefit ............................................................. 989.60 1,717.90 2,135.20 2,645.00 3,282.70

Monthly benefit amount

Survivor of worker deceased at age 40

1 surviving child................................................................... 494.00 721.00 877.00 1,134.00 1,407.00

Widowed mother or father and 1 child ................................ 988.00 1,442.00 1,754.00 2,268.00 2,814.00

Widowed mother or father and 2 children ........................... 987.00 1,716.00 2,133.00 2,643.00 3,282.00

Disabled-worker families f 

 f. Assumes the worker began to work at age 22, became disabled at age 50 in 2001, had no earnings in that year, and had no prior period of disability.

Average indexed monthly earnings............................................. 1,111.00 1,908.00 2,545.00 3,817.00 5,914.00

Primary insurance amount.......................................................... 698.60 960.20 1,169.30 1,510.90 1,833.60

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.

968.80 1,440.20 1,753.90 2,266.40 2,750.50

Monthly benefit amount:

Disabled worker age 50 698.00 960.00 1,169.00 1,510.00 1,833.00

Worker alone .......................................................................

Worker, spouse, and 1 child ................................................ 968.00 1,440.00 1,753.00 2,264.00 2,749.00
2.A OASDI: Benefit Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 115

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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, 1957–2002 (in dollars)

Year of attainment of age 62 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 2000, 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 2001 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.

Minimum benefit Maximum benefit

Payable at time

of retirement

Payable effective

December 2001 b

b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1.

Payable at time of retirement Payable effective December 2001 b 

Men Women Men Women

1957.............................................................................. 24.00 307.50 . . . 86.80 . . . 758.00

1958.............................................................................. 24.00 307.50 . . . 86.80 . . . 758.00

1959.............................................................................. 26.40 307.50 . . . 92.80 . . . 758.00

1960.............................................................................. 26.40 306.20 . . . 95.20 . . . 777.60

1961.............................................................................. 26.40 304.50 . . . 96.00 . . . 783.20

1962.............................................................................. 32.00 303.60 93.60 96.80 763.90 790.10

1963.............................................................................. 32.00 302.00 94.40 97.60 769.10 795.30

1964.............................................................................. 32.00 302.00 95.20 98.40 774.00 800.50

1965.............................................................................. 35.20 301.60 102.80 105.40 778.30 798.80

1966.............................................................................. 35.20 299.10 102.80 106.20 775.60 801.60

1967.............................................................................. 35.20 297.30 105.40 108.80 792.90 817.90

1968.............................................................................. c 44.00

c. Effective February 1968.

293.40 c 121.00 c 124.80 796.90 822.90

1969.............................................................................. 44.00 290.60 124.80 128.40 814.20 837.90

1970.............................................................................. 51.20 286.40 146.80 151.90 821.90 850.30

1971.............................................................................. 56.40 282.60 163.60 170.50 820.80 856.00

1972.............................................................................. 56.40 278.60 167.10 172.90 827.30 855.80

1973.............................................................................. 67.60 274.80 207.60 212.90 842.80 865.10

1974.............................................................................. 67.60 270.40 217.00 219.70 868.80 879.00

1975.............................................................................. 75.10 266.80 253.10 253.10 899.40 899.40

1976.............................................................................. 81.20 263.70 285.60 285.60 928.60 928.60

1977.............................................................................. 86.40 261.70 319.40 319.40 969.50 969.50

1978.............................................................................. 91.50 260.50 354.60 354.60 1,014.00 1,014.00

1979.............................................................................. 97.60 261.60 d 388.90

d. Derived from transitional guarantee computation based on 1978 PIA table.

d 388.90 1,044.30 1,044.30

1980.............................................................................. 97.60 237.70 d 402.80 d 402.80 984.10 984.10

1981.............................................................................. 97.60 207.60 432.00 432.00 923.00 923.00

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 Dec. 29, 1981).

e 474.60 474.60 912.20 912.20

1983.............................................................................. e e 526.40 526.40 941.70 941.70

1984.............................................................................. e e 559.40 559.40 967.00 967.00

1985.............................................................................. e e 591.30 591.30 988.00 988.00

1986.............................................................................. e e 630.50 630.50 1,021.70 1,021.70

1987.............................................................................. e e 662.10 662.10 1,059.20 1,059.20

1988.............................................................................. e e 686.70 686.70 1,054.40 1,054.40

1989.............................................................................. e e 734.00 734.00 1,083.60 1,083.60

1990.............................................................................. e e 774.60 774.60 1,092.40 1,092.40

1991.............................................................................. e e 810.00 810.00 1,083.80 1,083.80

1992.............................................................................. e e 854.10 854.10 1,102.30 1,102.30

1993.............................................................................. e e 893.60 893.60 1,119.80 1,119.80

1994.............................................................................. e e 948.00 948.00 1,157.80 1,157.80

1995.............................................................................. e e 965.90 965.90 1,147.70 1,147.70

1996.............................................................................. e e 999.90 999.90 1,158.00 1,158.00

1997.............................................................................. e e 1,049.10 1,049.10 1,180.90 1,180.90

1998.............................................................................. e e 1,109.60 1,109.60 1,223.40 1,223.40

1999.............................................................................. e e 1,183.60 1,183.60 f 1,288.10

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 1,288.10

2000.............................................................................. e e 1,241.70 1,241.70 1,318.50 1,318.50

2001.............................................................................. e e 1,307.30 1,307.30 1,341.20 1,341.20

2002.............................................................................. e e 1,375.30 1,375.30 . . . . . .
2.A OASDI: Benefit Types and Levels

116 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 65, 1940–2002 (in dollars)

Year of attainment of age 65 a

Minimum benefit Maximum benefit

Payable at time of

retirement

Payable effective

December 2001b

Payable at time of retirement Payable effective December 2001 b

Men Women Men Women

1940..................................................................... 10.00 326.20 41.20 41.20 632.50 632.50

1941..................................................................... 10.00 326.20 41.60 41.60 632.50 632.50

1942..................................................................... 10.00 326.20 42.00 42.00 640.00 640.00

1943..................................................................... 10.00 326.20 42.40 42.40 640.00 640.00

1944..................................................................... 10.00 326.20 42.80 42.80 640.00 646.90

1945..................................................................... 10.00 326.20 43.20 43.20 646.90 646.90

1946..................................................................... 10.00 326.20 43.60 43.60 654.70 654.70

1947..................................................................... 10.00 326.20 44.00 44.00 660.80 660.80

1948..................................................................... 10.00 326.20 44.40 44.40 660.80 660.80

1949..................................................................... 10.00 326.20 44.80 44.80 667.50 667.50

1950..................................................................... 10.00 326.20 45.20 45.20 675.80 675.80

1951..................................................................... 20.00 326.20 68.50 68.50 675.80 675.80

1952..................................................................... 20.00 326.20 68.50 68.50 675.80 675.80

1953..................................................................... 25.00 326.20 85.00 85.00 746.60 746.60

1954..................................................................... 25.00 326.20 85.00 85.00 746.60 746.60

1955..................................................................... 30.00 326.20 98.50 98.50 746.60 746.60

1956..................................................................... 30.00 326.20 103.50 103.50 788.80 788.80

1957..................................................................... 30.00 326.20 108.50 108.50 824.40 824.40

1958..................................................................... 30.00 326.20 108.50 108.50 824.40 824.40

1959..................................................................... 33.00 326.20 116.00 116.00 824.40 824.40

1960..................................................................... 33.00 326.20 119.00 119.00 845.10 845.10

1961..................................................................... 33.00 326.20 120.00 120.00 851.80 851.80

1962..................................................................... 40.00 326.20 121.00 123.00 859.60 874.20

1963..................................................................... 40.00 326.20 122.00 125.00 866.40 887.30

1964..................................................................... 40.00 326.20 123.00 127.00 874.20 902.10

1965..................................................................... 44.00 326.20 131.70 135.90 874.20 902.10

1966..................................................................... 44.00 326.20 132.70 135.90 880.60 902.10

1967..................................................................... 44.00 326.20 135.90 140.00 902.10 928.80

1968..................................................................... c 55.00 326.20 c 156.00 c 161.60 915.70 948.70

1969..................................................................... 55.00 326.20 160.50 167.30 942.60 982.10

1970..................................................................... 64.00 326.20 189.80 196.40 968.90 1,003.40

1971..................................................................... 70.40 326.20 213.10 220.40 988.70 1,021.80

1972..................................................................... 70.40 326.20 216.10 224.70 1,003.40 1,042.60

1973..................................................................... 84.50 326.20 266.10 276.40 1,028.90 1,068.90

1974..................................................................... 84.50 326.20 274.60 284.90 1,061.30 1,101.60

1975..................................................................... 93.80 326.20 316.30 333.70 1,101.60 1,162.20

1976..................................................................... 101.40 326.20 364.00 378.80 1,173.00 1,220.90

1977..................................................................... 107.90 326.20 412.70 422.40 1,250.30 1,279.30

1978..................................................................... 114.30 326.20 459.80 459.80 1,315.30 1,315.30

1979..................................................................... 121.80 326.20 503.40 503.40 1,351.90 1,351.90

1980..................................................................... 133.90 326.20 572.00 572.00 1,397.80 1,397.80

1981..................................................................... 153.10 326.20 677.00 677.00 1,447.40 1,447.40

1982..................................................................... d 170.30 326.20 d 679.30 d 679.30 1,305.40 1,305.40

1983..................................................................... d 166.40 296.80 709.50 709.50 1,269.90 1,269.90

1984..................................................................... d 150.50 258.90 703.60 703.60 1,216.50 1,216.50

1985..................................................................... e e 717.20 717.20 1,198.50 1,198.50

1986..................................................................... e e 760.10 760.10 1,231.90 1,231.90

1987..................................................................... e e 789.20 789.20 1,262.90 1,262.90

1988..................................................................... e e 838.60 838.60 1,287.90 1,287.90

1989..................................................................... e e 899.60 899.60 1,328.30 1,328.30

See footnotes at end of table.
2.A OASDI: Benefit Types and Levels

Social Security Bulletin • Annual Statistical Supplement • 2002 117

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

1990..................................................................... e e 975.00 975.00 1,375.30 1,375.30

1991..................................................................... e e 1,022.90 1,022.90 1,369.00 1,369.00

1992..................................................................... e e 1,088.70 1,088.70 1,405.20 1,405.20

1993..................................................................... e e 1,128.80 1,128.80 1,414.50 1,414.50

1994..................................................................... e e 1,147.50 1,147.50 1,401.50 1,401.50

1995..................................................................... e e 1,199.10 1,199.10 1,424.70 1,424.70

1996..................................................................... e e 1,248.90 1,248.90 1,446.40 1,446.40

1997..................................................................... e e 1,326.60 1,326.60 1,493.30 1,493.30

1998..................................................................... e e 1,342.80 1,342.80 1,480.40 1,480.40

1999..................................................................... e e 1,373.10 1,373.10 f 1,494.40 f 1,494.40

2000..................................................................... e ef 1,435.30 f 1,435.30 f 1,524.10 f 1,524.10

2001..................................................................... e ef 1,538.20 f 1,538.20 f 1,578.10 1,578.10

2002..................................................................... e ef 1,660.50 f 1,660.50 . . . . . .

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 Dec 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 

occured before August 2001.

Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 65, 1940–2002 (in dollars)—Continued

Year of attainment of age 65 a

Minimum benefit Maximum benefit

Payable at time of

retirement

Payable effective

December 2001b

Payable at time of retirement Payable effective December 2001 b

Men Women Men Women
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

 

118 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 2.A29—Earnings (retirement) test

Year

enacted

Beneficiaries

exempt

Earnings 

subject

to test

Amount permitted

without reduction

in benefits

(exempt amount)

Reduction in monthly benefit a Effectiveyear

Annual

earnings

(dollars)

Monthly

wages b

(dollars)

For all beneficiaries

1935 ........... . . . Covered . . . . . . Full monthly benefit . . .

1939 ........... . . . . . . . . . 14.99 . . . 1940

1950 ........... Aged 75 or older . . . c 600 50.00 . . . 1951

1952 ........... . . . . . . c 900 75.00 . . . 1953

1954 ........... Aged 72 or older All d 1,200 80.00 One month's full benefit for each $80.00 or fraction thereof 1955

1956 ........... Disabled . . . . . . . . . . . . 1958

1958 ........... . . . . . . . . . 100.00 . . . 1959

1960 ........... . . . . . . . . . . . . $1 for each $2 of earnings from $1,201–$1,500 1961

$1 for each $1 of earnings above $1,500

1961 ........... . . . . . . . . . . . . $1 for each $2 of earnings from $1,201–$1,700 1962

$1 for each $1 of earnings above $1,700

1965 ........... . . . . . . 1,500 125.00 $1 for each $2 of earnings from $1,501–$2,700 1966

$1 for each $1 of earnings above $2,700

1967 ........... . . . . . . 1,680 140.00 $1 for each $2 of earnings from $1,681–$2,880 1968

$1 for each $1 of earnings above $2,880

1972 ........... . . . Up to age 72 2,100 175.00 $1 for each $2 of earnings above $2,100 1973

1973 ........... . . . . . . 2,400 200.00 $1 for each $2 of earnings above $2,400 1974 e 2,520 e 210.00 $1 for each $2 of earnings above $2,520 1975 e 2,760 e 230.00 $1 for each $2 of earnings above $2,760 1976 e 3,000 e 250.00 $1 for each $2 of earnings above $3,000 1977

For beneficiaries who have not reached full retirement age f

1977 ........... . . . . . . e 3,240 e 270.00 $1 for each $2 of earnings above $3,240 1978 e 3,480 e 290.00 $1 for each $2 of earnings above $3,480 1979 e 3,720 e 310.00 $1 for each $2 of earnings above $3,720 1980 e 4,080 e 340.00 $1 for each $2 of earnings above $4,080 1981 e 4,440 e 370.00 $1 for each $2 of earnings above $4,440 1982 e 4,920 e 410.00 $1 for each $2 of earnings above $4,920 1983 e 5,160 e 430.00 $1 for each $2 of earnings above $5,160 1984 e 5,400 e 450.00 $1 for each $2 of earnings above $5,400 1985 e 5,760 e 480.00 $1 for each $2 of earnings above $5,760 1986 e 6,000 e 500.00 $1 for each $2 of earnings above $6,000 1987 e 6,120 e 510.00 $1 for each $2 of earnings above $6,120 1988 e 6,480 e 540.00 $1 for each $2 of earnings above $6,480 1989 e 6,840 e 570.00 $1 for each $2 of earnings above $6,840 1990 e 7,080 e 590.00 $1 for each $2 of earnings above $7,080 1991 e 7,440 e 620.00 $1 for each $2 of earnings above $7,440 1992 e 7,680 e 640.00 $1 for each $2 of earnings above $7,680 1993 e 8,040 e 670.00 $1 for each $2 of earnings above $8,040 1994 e 8,160 e 680.00 $1 for each $2 of earnings above $8,160 1995 e 8,280 e 690.00 $1 for each $2 of earnings above $8,280 1996 e 8,640 e 720.00 $1 for each $2 of earnings above $8,640 1997 e 9,120 e 760.00 $1 for each $2 of earnings above $9,120 1998 e 9,600 e 800.00 $1 for each $2 of earnings above $9,600 1999

See footnotes at end of table.
 2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 119

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

For beneficiaries who have reached full retirement age f 

1977 .......... . . . . . . g 4,000 g 333.33 $1 for each $2 of earnings above $4,000 1978 g 4,500 g 375.00 $1 for each $2 of earnings above $4,500 1979 g 5,000 g 416.66 $1 for each $2 of earnings above $5,000 1980 g 5,500 g 458.33 $1 for each $2 of earnings above $5,500 1981 g 6,000 g 500.00 $1 for each $2 of earnings above $6,000 1982

1981 ........... Aged 70 or older Up to age 70 . . . . . . . . . 1983 e 6,600 e 550.00 $1 for each $2 of earnings above $6,600 1983 e 6,960 e 580.00 $1 for each $2 of earnings above $6,960 1984 e 7,320 e 610.00 $1 for each $2 of earnings above $7,320 1985 e 7,800 e 650.00 $1 for each $2 of earnings above $7,800 1986 e 8,160 e 680.00 $1 for each $2 of earnings above $8,160 1987 e 8,400 e 700.00 $1 for each $2 of earnings above $8,400 1988 e 8,880 e 740.00 $1 for each $2 of earnings above $8,880 1989

1983 ........... . . . . . . . . . . . . $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 1990 e 9,720 e 810.00 $1 for each $3 of earnings above $9,720 1991 e 10,200 e 850.00 $1 for each $3 of earnings above $10,200 1992 e 10,560 e 880.00 $1 for each $3 of earnings above $10,560 1993 e 11,160 e 930.00 $1 for each $3 of earnings above $11,160 1994 e 11,280 e 940.00 $1 for each $3 of earnings above $11,280 1995

1996 ........... . . . . . . 12,500 h 1,041.67 $1 for each $3 of earnings above $12,500 1996

13,500 1,125.00 $1 for each $3 of earnings above $13,500 1997

14,500 i 1,208.33 $1 for each $3 of earnings above $14,500 1998

15,500 j 1,291.67 $1 for each $3 of earnings above $15,500 1999

2000 ........... . . . . . . EARNINGS TEST ELIMINATED k 2000

For beneficiaries who will not reach full retirement age during year f 

2000 ........... . . . . . . e 10,080 e 840 $1 for each $2 of earnings above $10,080 2000

. . . . . . e 10,680 e 890 $1 for each $2 of earnings above $10,680 2001

. . . . . . e 11,280 e 940 $1 for each $2 of earnings above $11,280 2002

For beneficiaries who will reach full retirement age during year f 

2000 ........... . . . . . . 17,000 l 1,416.67 $1 for each $3 of earnings above $17,000 2000

25,000 m 2,083.33 $1 for each $3 of earnings above $25,000 2001

30,000 2,500.00 $1 for each $3 of earnings above $30,000 2002

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 Dec. 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. Age 65 for beneficiaries who attain age 62 (age 60 for widows and widowers) 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 Apr. 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). 

Theannual 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—Continued

Year

enacted

Beneficiaries

exempt

Earnings 

subject

to test

Amount permitted

without reduction

in benefits

(exempt amount)

Reduction in monthly benefit a Effectiveyear

Annual

earnings

(dollars)

Monthly

wages b

(dollars)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

120 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.gov/regulations/index.htm.

Social Security Administration, “Cost-of-Living Increase and Other Determinations for 2002,” Federal Register, vol. 66, no. 207 (October 25, 2001).

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 to that of nondisabled self-employed individuals.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A30—Earnings guidelines regarding substantial gainful activity (SGA), 1961–2002

Average monthly amounts of earnings (dollars) for —

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 Maximum (dollars) Minimum (dollars) Blind beneficiaries (dollars) 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.................................................. 100 50 c c

c. Pre-1978 guidelines are the same as those applicable to nonblind beneficiaries.

1966–June 1968 ......................................... 125 75 c

July 1968–1973........................................... 140 90 c

1974–1975.................................................. 200 130 c

1976............................................................ 230 150 c

1977............................................................ 240 160 c

1978............................................................ 260 170 334

1979............................................................ 280 180 375

1980............................................................ 300 190 417

1981............................................................ 300 190 459

1982............................................................ 300 190 500

1983–1989.................................................. 300 190 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—fourth column, third bank—for the 1983–1995 amounts). 

1990............................................................ 500 300 780

1991............................................................ 500 300 810

1992............................................................ 500 300 850

1993............................................................ 500 300 880

1994............................................................ 500 300 930

1995............................................................ 500 300 940

1996............................................................ 500 300 960

1997............................................................ 500 300 1,000

1998............................................................ 500 300 1,050

January–June 1999 .................................... 500 300 1,110

July 1999..................................................... 700 300 1,110

January 2000 .............................................. 700 300 1,170

January 2001 .............................................. 740 300 1,240

January 2002 .............................................. e 780

e. Computed as follows: Nonblind SGA amount for 2001, 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 2001 level, the 2001 level would have been used.)

300 f 1,300

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 2001 level, the 2001 level would have been used.)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 121

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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.

CONTACT: Curt Pauzenga (410) 965-7210 or Joseph Bondar (410) 965-0162.

Table 2.A31—Taxation of Social Security benefits

Year

enacted Definition of income

 Individuals or

couples with income 

exceeding 

(dollars)— Benefits included in gross income

 Effective for

taxable years—

Married filing jointly

1983 ....... Modified adjusted gross income, a

plus 50 percent of Social Security and

Tier 1 Railroad Retirement benefits b

 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.

 b. Includes workers' compensation benefits to the extent they cause a reduction in Social Security or Tier 1 Railroad Retirement disability benefits.

32,000 Lesser of one-half of Social Security and Tier 1 

Railroad Retirement benefits b or one-half of 

income over 32,000

Ending after

Dec. 31, 1983

1993 ....... Same as above 32,000

but not 44,000

Same as above Beginning after

Dec. 31, 1993

44,000 Lesser of 85 percent of Social Security and Tier 1 

Railroad Retirement benefits b or the sum of 

6,000 plus 85 percent of income over 44,000

Married filing separate returns c 

 c. 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 ....... Same as above 0 Lesser of one-half of Social Security and Tier 1 

Railroad Retirement benefits b or one-half of 

income

Ending after

Dec. 31, 1983

1993 ....... Same as above 0 Lesser of 85 percent of Social Security and Tier 1 

Railroad Retirement benefits b or 85 percent of 

income

Beginning after

Dec. 31, 1993

Individuals in all other filing categories

1983 ....... Same as above 25,000 Lesser of one-half of Social Security and Tier 1 

Railroad Retirement benefits b or one-half of 

income over 25,000

Ending after

Dec. 31, 1983

1993 ....... Same as above 25,000

but not 34,000

Same as above Beginning after

Dec. 31, 1993

34,000 Lesser of 85 percent of Social Security and Tier 1 

Railroad Retirement benefits b or 85 percent of 

income over 34,000
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

122 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2001; 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 www.ssa.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

Social Security Bulletin • Annual Statistical Supplement • 2002 123

NOTE: . . . = not applicable.

CONTACT: Lenna D. Kennedy (410) 965-9846.

Table 2.B1—Federal benefit rates, 1974–2002

Act Living arrangement a

 a. For those in another person’s household receiving support and maintenance there, the federal benefit rate is reduced by one-third.

Amount b (dollar)

 b. For those without countable income. These payments are reduced by the amount of countable income of the individual or couple.

Individual Couple Condition

1972.................. Own household c

 c. Includes persons in private institutions whose care is not provided by Medicaid.

130.00 195.00 Was to be effective Jan. 1, 1974; superseded by 1973b provision.

1973b................ . . . 140.00 210.00 Effective Jan. 1, 1974.

1973b................ . . . 146.00 219.00 Effective July 1, 1974.

1974.................. . . . . . . . . . Mechanism established for providing cost-of-living adjustments.

. . . 157.70 236.60 Effective July 1, 1975.

. . . 167.80 251.80 Effective July 1, 1976.

. . . 177.70 266.70 Effective July 1, 1977.

. . . 189.40 284.10 Effective July 1, 1978.

. . . 208.20 312.30 Effective July 1, 1979.

. . . 238.00 357.00 Effective July 1, 1980.

. . . 264.70 397.00 Effective July 1, 1981.

. . . 284.30 426.40 Effective July 1, 1982.

1983.................. . . . 304.30 456.40 Effective July 1, 1983 (general benefit increase).

. . . 314.00 472.00 Effective Jan. 1, 1984.

. . . 325.00 488.00 Effective Jan. 1, 1985.

. . . 336.00 504.00 Effective Jan. 1, 1986.

. . . 340.00 510.00 Effective Jan. 1, 1987.

. . . 354.00 532.00 Effective Jan. 1, 1988.

. . . 368.00 553.00 Effective Jan. 1, 1989.

. . . 386.00 579.00 Effective Jan. 1, 1990.

. . . 407.00 610.00 Effective Jan. 1, 1991.

. . . 422.00 633.00 Effective Jan. 1, 1992.

. . . 434.00 652.00 Effective Jan. 1, 1993.

. . . 446.00 669.00 Effective Jan. 1, 1994.

. . . 458.00 687.00 Effective Jan. 1, 1995.

. . . 470.00 705.00 Effective Jan. 1, 1996.

. . . 484.00 726.00 Effective Jan. 1, 1997.

. . . 494.00 741.00 Effective Jan. 1, 1998.

. . . 500.00 751.00 Effective Jan. 1, 1999.

. . . d 513.00

 d. Benefits originally paid in 2000 and through July 2001 were based on federal benefit rates of $512.00 and $530.00, respectively. Pursuant to Public Law 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 Effective Jan. 1, 2000.

. . . d 531.00 796.00 Effective Jan. 1, 2001.

. . . 545.00 817.00 Effective Jan. 1, 2002.

1972.................. Receiving institutional care

covered by Medicaid

25.00 50.00 Effective Jan. 1, 1974. Must be receiving more than 50 percent of the cost of the 

care from Medicaid (Title XIX of the Social Security Act).

1987.................. . . . 30.00 60.00 Effective July 1, 1988. Must be receiving more than 50 percent of the cost of the 

care from Medicaid (Title XIX of the Social Security Act).
2.C Medicare: History of Provisions

124 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 1966–2003

Effective datea

 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

premium b

(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

(percents)

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

enrolleec

(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

July

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 . . . e50

 e. Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, beginning in April 1968.

 e20 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 g20

 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. Same as footnote e, 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

January

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, and $174, for 1994 to 2003, 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 54.00 109.30 123.10

2003............................. 840 210 420 105.00 o 316 100 20 58.70 118.70 141.00
2.C Medicaid: History of Provisions

Social Security Bulletin • Annual Statistical Supplement • 2002 125

SOURCE: Department of Health and Human Services, Office of the Assistant Secretary for Planning and Evaluation.

CONTACT: Gene Moyer (202) 690-7861.

Table 2.C2—Federal medical assistance percentage and enhanced federal medical assistance percentage, by 

state or other area, 2001 and 2002

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%.

2001 c

c. Effective October 1, 1998, through September 30, 1999.

2002 d

d. Effective October 1, 2000, through September 30, 2001.

2003 e

e. Effective October September 1, 2002, through September 30, 2003.

2002 2003

Alabama ...................................... 69.99 70.45 70.60 79.32 79.42

Alaska.......................................... f 56.04

f. For 1998, 1999, and 2000, the values in the table were set for state plans under Titles XIX and XXI and for capitation payments and disproportionate share hospital 

allotments under those titles. For other purposes, the percentage for Alaska is 52.26 and for the District of Columbia 50 percent.

 f 53.01 f 58.27 f 67.11 f 70.79

Arizona ........................................ 65.77 64.98 67.25 75.49 77.08

Arkansas...................................... 73.02 72.64 74.28 80.85 82.00

California ..................................... 51.25 51.40 50.00 65.98 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 ..................... f 70.00 f 70.00 f 70.00 f 79.00 f 79.00

Florida.......................................... 56.52 56.43 58.83 69.50 71.18

Georgia........................................ 59.67 59.00 59.60 71.30 71.72

Hawaii.......................................... 53.85 56.34 58.77 69.44 71.14

Idaho............................................ 70.76 71.02 70.96 79.71 79.67

Illinois........................................... 50.00 50.00 50.00 65.00 65.00

Indiana......................................... 62.04 62.04 61.97 73.43 73.38

Iowa............................................. 62.67 62.86 63.50 74.00 74.45

Kansas......................................... 59.85 60.20 60.15 72.14 72.11

Kentucky...................................... 70.39 69.94 69.89 78.96 78.92

Louisiana ..................................... 70.53 70.30 71.28 79.21 79.90

Maine........................................... 66.12 66.58 66.22 76.61 76.35

Maryland...................................... 50.00 50.00 50.00 65.00 65.00

Massachusetts............................. 50.00 50.00 50.00 65.00 65.00

Michigan ...................................... 56.18 56.36 55.42 69.45 68.79

Minnesota .................................... 51.11 50.00 50.00 65.00 65.00

Mississippi ................................... 76.82 76.09 76.62 83.26 83.63

Missouri ....................................... 61.03 61.06 61.23 72.74 72.86

Montana....................................... 73.04 72.83 72.96 80.98 81.07

Nebraska ..................................... 60.38 59.55 59.52 71.69 71.66

Nevada ........................................ 50.36 50.00 52.39 65.00 66.67

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................................. 73.80 73.04 74.56 81.13 82.19

New York ..................................... 50.00 50.00 50.00 65.00 65.00

North Carolina ............................. 62.47 61.46 62.56 73.02 73.79

North Dakota ............................... 69.99 69.87 68.36 78.91 77.85

Ohio............................................. 59.03 58.78 58.83 71.15 71.18

Oklahoma .................................... 71.24 70.43 70.56 79.30 79.39

Oregon......................................... 60.00 59.20 60.16 71.44 72.11

Pennsylvania ............................... 53.62 54.65 54.69 68.26 68.28

Rhode Island ............................... 53.79 52.45 55.40 66.72 68.78

South Carolina............................. 70.44 69.34 69.81 78.54 78.87

South Dakota............................... 68.31 65.93 65.29 76.15 75.70

Tennessee ................................... 63.79 63.64 64.59 74.55 75.21

Texas ........................................... 60.57 60.17 59.99 72.12 71.99

Utah ............................................. 71.44 70.00 71.24 79.00 79.87

Vermont ....................................... 62.40 63.06 62.41 74.14 73.69

Virginia......................................... 51.85 51.45 50.53 66.02 65.37

Washington.................................. 50.70 50.37 50.00 65.26 65.00

West Virginia................................ 75.34 75.27 75.04 82.69 82.53

Wisconsin .................................... 59.29 58.57 58.43 71.00 70.90

Wyoming ..................................... 64.60 61.97 61.32 73.38 72.92

Outlying areas

American Samoa ..................... g 50.00

g. For purposes of section 1118 of the Social Security Act, the federal medical assistance percentage used under Title I, X, XIV, and XVI, and part A of Title IV will be 75 

percent.

 g 50.00 g 50.00 g 65.00 g 65.00

Guam ....................................... g 50.00 g 50.00 g 50.00 g 65.00 g 65.00

Northern Mariana Islands......... g 50.00 g 50.00 g 50.00 g 65.00 g 65.00

Puerto Rico .............................. g 50.00 g 50.00 g 50.00 g 65.00 g 65.00

Virgin Islands ........................... g 50.00 g 50.00 g 50.00 g 65.00 g 65.00
 2.F SSA Administrative Data: Offices and Staff 

126 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 2001

Organization Number

Headquarters (Baltimore, Maryland)....................................................................................................................................................................... 1

Regional offices a ....................................................................................................................................................................................................

 a. Regional offices are located in Boston, MA; New York, NY; Philadelphia, PA; Atlanta, GA; Chicago, IL; Dallas, TX; Kansas City, MO; Denver, CO; San Francisco, CA; 

and Seattle, WA.

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.

1,337

Level 1.................................................................................................................................................................................................................. 612

Level 2.................................................................................................................................................................................................................. 675

Resident stations.................................................................................................................................................................................................. 50

Teleservice centers............................................................................................................................................................................................... 36

Program service centersc .......................................................................................................................................................................................

 c. Program service centers are located in Jamaica, NY; Philadelphia, PA; Birmingham, AL; Chicago, IL; Kansas City, MO; and Richmond, CA.

6

Data operations center d .........................................................................................................................................................................................

 d. The data operations center is located in Wilkes-Barre, PA.

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 distribution who are women, minorties, and disabled, by 

grade, September 30, 2001 

Employees Total GS 1–4 GS 5–8 GS 9–12 GS 13–15 SES

Total number a .......................................................................

 a. Includes all full-time and part-time permanent employees.

63,360 1,191 20,601 32,544 7,517 115

Percentage of—

Women .......................................................................................... 70.7 76.5 81.6 71.7 47.4 35.7

Minorities....................................................................................... 41.7 44.8 55.9 37.5 24.2 32.2

Black .......................................................................................... 26.8 31.4 35.0 24.4 16.4 20.9

Hispanic ..................................................................................... 10.9 9.9 15.7 9.6 4.8 9.6

Asian or Pacific Islander ............................................................ 2.8 2.9 3.8 2.5 1.9 1.7

American Indian or Alaska Native.............................................. 1.1 0.6 1.4 1.0 1.0 0

Employees with severe disabilities................................................ 2.3 12.3 3.9 1.3 0.9 0

Table 2.F3—Number of work years, fiscal years 1992–2001

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.

1992................................................................................................. 62,398 68,135

1993................................................................................................. 61,640 66,623

1994................................................................................................. 62,434 66,741

1995c ...............................................................................................

 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 Public Law 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
 2.F SSA Administrative Data: Claims Workloads

Social Security Bulletin • Annual Statistical Supplement • 2002 127

SOURCES: Office of Systems’ Integrated Work Measurement System and the Office of Disability Operations, Division of Direct Service Operations Report. 

NOTE: In prior years, 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: In prior years, 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: In prior years, 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 2001 (in thousands)

Workload Total Worker

Family

 members and

survivors

Beginning-of-year pending............................................................................ 176.0 143.7 32.3

Received....................................................................................................... 3,071.1 1,727.6 1,343.5

Processed a ..................................................................................................

 a. See Table 6.A1 for data on number of awards.

3,092.7 1,735.5 1,357.2

End-of-year pending ..................................................................................... 154.4 135.8 18.6

Table 2.F5—Number of Disability Insurance claims, fiscal year 2001 (in thousands)

Workload Total Worker

Family

 members and

survivors

Beginning-of-year pending........................................................................... 381.4 368.3 13.1

Received...................................................................................................... 1,747.6 1,523.4 224.2

Processed a .................................................................................................

 a. See Table 6.A1 for data on number of awards.

1,733.5 1,503.3 230.2

End-of-year pending ..................................................................................... 395.5 388.4 7.1

Table 2.F6—Number of Supplemental Security Income claims, fiscal year 2001 (in thousands)

Workload Total Aged Blind or disabled

Beginning-of-year pending............................................................................ 415.4 12.8 402.6

Received....................................................................................................... 1,773.6 153.6 1,620.0

Processed a ..................................................................................................

 a. See Table 7.A8 for data on number of awards.

1,737.7 153.6 1,584.1

End-of-year pending ..................................................................................... 451.3 12.8 438.5
2.F SSA Administrative Data: Service Delivery 

128 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Office of Finance, Assessment and Management, Office of Central Operations.

CONTACT: Bob Marks (410) 965-4527 or Jay Garrett (410) 966-1886.

Table 2.F7—Accuracy rates and use of 800 telephone number, fiscal years 1997–2001

Item 1997 1998 1999 2000 2001

Accuracy rates (percent)

OASI payments

Index of dollar accuracy ................................................................ 99.8 99.8 99.6 99.6 a

 a. Data not available.

Postentitlement payment change accuracy b ...............................

 b. Represents calendar year data.

98.0 98.5 c 98.6

 c. Preliminary data.

98.6 a

Payment review/stewardship results

Excess payments....................................................................... 99.9 99.9 99.8 99.9 a

Underpayments.......................................................................... 99.9 99.9 99.9 99.9 a

SSI payments d 

 d. Excludes determinations of disability.

Index of dollar accuracy e .............................................................

 e. Prior to FY 1999, percentages exclude errors of less than $5. Any payments to ineligible beneficiaries are included regardless of the dollar amount of the error.

93.0 93.9 94.2 94.0 a

Posteligibility.................................................................................. a a a a a

Payment review/stewardship results f 

 f. Beginning with FY 2000, the SSI payment review/stewardship results are reported as the percentage of payments free of preventable error.

Excess payments....................................................................... 94.7 93.5 94.3 94.7 a

Underpayments.......................................................................... 98.9 98.8 98.3 98.6 a

Disability Insurance benefits g 

 g. Represents cases free of decisional and documentation errors.

Initial claims................................................................................... 94.0 93.7 94.3 94.2 93.9

Allowances................................................................................. 95.9 96.1 96.5 97.0 96.8

Denials....................................................................................... 93.1 92.3 93.0 92.4 92.0

Reconsideration ............................................................................ 92.3 91.6 92.3 92.2 91.0

Reversals of denials................................................................... 94.0 95.6 96.0 96.9 96.8

Affirmations of denials................................................................ 92.0 90.9 91.6 91.3 89.9

National 800 number network (1-800-772-1213)

Number of calls received (millions).................................................. 75.3 78.9 78.7 76.3 74.8

Average time calls answered (minutes) ........................................... 1.9 2.7 2.0 2.5 2.8
 2.F SSA Administrative Data: Hearings and Appeals

Social Security Bulletin • Annual Statistical Supplement • 2002 129

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: Administrative Law Judge’s availability during fiscal year 2001; 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.

SOURCE: U.S. District Courts and Courts of Appeal case data.

CONTACT: Jack Sacchetti (410) 965-3177.

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 2000–2002

Item 2000 2001 2002 a

 a. Estimated data.

Number of ALJs .................................................................................................................................. 989 919 972

Average monthly hearing dispositions per ALJ................................................................................... 42 42 42

Average hearings pending per ALJ..................................................................................................... 348 447 514

Table 2.F9—Number of hearing receipts, dispositions, and end-of-year pending cases, fiscal years 2001–2002

Program

Hearing receipts Hearing dispositions

End-of-year

pending cases

2001 2002 a

 a. Data estimated for 2002.

2001 2002 a 2001 2002 a

Total ............................................................................. 554,376 591,100 465,228 490,000 435,904 537,004

OASI ...................................................................................... 3,091 3,577 2,468 2,940 3,177 3,814

Disability

DI......................................................................................... 186,981 193,054 146,848 148,862 150,592 194,784

SSI....................................................................................... 147,737 151,013 129,402 140,189 124,497 135,321

DI and SSI........................................................................... 139,288 159,329 116,842 117,992 114,119 155,456

Medicare (Parts A and B and adversarial)............................. 77,276 84,124 69,663 80,017 43,517 47,624

Black Lung ............................................................................. 3 3 5 0 2 5

Table 2.F10—Number of civil litigation cases, fiscal year 2001

Program New cases

Court

decisions a

 a. Includes 6,754 remands that may not be a final court decision.

Affirmations Reversals Dismissals

End-of-year

pending

cases

Total .............................................................................. 16,014 11,729 3,581 717 677 30,185

OASI ...................................................................................... 128 133 46 5 26 281

Disability

DI......................................................................................... 5,964 4,222 1,317 291 198 11,249

SSI....................................................................................... 4,469 3,304 990 163 223 8,267

DI and SSI........................................................................... 5,451 4,066 1,228 258 226 10,363

SSI nondisability .................................................................... 2 4 0 0 4 25

Black Lung ............................................................................. 0 0 0 0 0 0

Table 2.F11—Number of SSA Appeals Council cases, fiscal years 2000–2002

Cases 2000 2001 2002 a

 a. Estimated data.

Beginning-of-year pending........................................................................................................ 146,564 127,190 95,355

Receipts.................................................................................................................................... 100,950 78,833 86,000

Dispositions............................................................................................................................... 134,191 110,668 139,431

End-of-year pending ................................................................................................................. 113,323 95,355 41,924
3.A Social Welfare Expenditures

130 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Gross domestic product data from Department of Commerce, Survey of Current Business.

GDP figures revised in 1996 to reflect changes in the source data.

Social welfare expenditures data taken or estimated from Federal Budgets, Census of Governments, and reports of administering agencies. 

NOTES: See Table 3.A3 for components of individual categories.

Through 1976, fiscal year ended June 30 for federal government, most states, and some localities.

Beginning in 1977, federal fiscal year ended September 30.

CONTACT: Martynas Ycas (202) 358-6215.

Table 3.A1—Gross domestic product (GDP) and social welfare expenditures under public programs, selected 

fiscal years 1965–1995

Item 1965 1970 1975 1980 1985 1990 a

 a. Revised data.

1992 a 1993 a 1994 a 1995

Amount (millions of dollars)

Gross domestic product......................... 701,000 1,023,100 1,590,800 2,718,900 4,108,000 5,682,900 6,149,300 6,476,600 6,837,100 7,186,900

Total social welfare expenditures b ........

 b. Represents program and administrative expenditures from federal, state and local public revenues and trust funds under public law. Includes workers’ compensation 

and temporary disability insurance payments made through private carriers and self-insurers. Includes capital outlay and some expenditures abroad.

77,084 145,979 288,967 492,213 731,840 1,048,951 1,266,504 1,366,743 1,435,714 1,505,136

Social insurance................................. 28,123 54,691 123,013 229,754 369,595 513,822 618,938 659,210 683,779 705,483

Public aid............................................ 6,283 16,488 41,447 72,703 98,362 146,811 207,953 221,000 238,025 253,530

Health and medical programs ............ 6,155 10,030 16,535 26,762 38,643 61,684 70,143 74,706 80,130 85,507

Veterans’ programs............................ 6,031 9,078 17,019 21,466 27,042 30,916 35,642 36,378 37,895 39,072

Education ........................................... 28,108 50,846 80,834 121,050 172,048 258,332 292,145 331,997 344,091 365,625

Housing.............................................. 318 701 3,172 6,879 12,598 19,468 20,151 20,782 27,032 29,361

Other social welfare ........................... 2,066 4,145 6,947 13,599 13,552 17,918 21,532 22,670 24,762 26,558

All health and medical care c .........

 c. Combines “health and medical programs” with medical services provided in connection with social insurance, public aid, veterans’, and “other social welfare” categories.

9,302 24,801 51,022 99,145 170,665 274,472 353,174 381,710 408,780 435,075

As a percentage of gross domestic product

Gross domestic product......................... 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Total social welfare expenditures........... 11.0 14.3 18.2 18.1 17.8 18.5 20.6 21.1 21.0 20.9

Social insurance................................. 4.0 5.3 7.7 8.5 9.0 9.0 10.1 10.2 10.0 9.8

Public aid............................................ 0.9 1.6 2.6 2.7 2.4 2.6 3.4 3.4 3.5 3.5

Health and medical programs ............ 0.9 1.0 1.0 1.0 0.9 1.1 1.1 1.2 1.2 1.2

Veterans’ programs............................ 0.9 0.9 1.1 0.8 0.7 0.5 0.6 0.6 0.6 0.5

Education ........................................... 4.0 5.0 5.1 4.5 4.2 4.5 4.8 5.1 5.0 5.1

Housing.............................................. d

 d. Less than 0.05 percent.

0.1 0.2 0.3 0.3 0.3 0.3 0.3 0.4 0.4

Other social welfare ........................... 0.3 0.4 0.4 0.5 0.3 0.3 0.4 0.4 0.4 0.4

All health and medical care ............ 1.3 2.4 3.2 3.6 4.2 4.8 5.7 5.9 6.0 6.1

The series Social Welfare Expenditures Under Public Programs in the United States is undergoing review and revision.
3.A Social Welfare Expenditures

Social Security Bulletin • Annual Statistical Supplement • 2002 131

SOURCE: Data taken or estimated from Federal Budgets, Census of Governments, and reports of administrative agencies. 

CONTACT: Martynas Ycas (202) 358-6215.

Table 3.A3—Social welfare expenditures under public programs, selected fiscal years 1965–1995 a (in millions of dollars)

 a. Expenditures from federal, state, and local revenues and trust funds under public law; includes capital outlays and administrative expenditures unless otherwise noted. Includes some 

payments abroad. Through 1976, fiscal year ended June 30 for federal government, most states, and some localities; for federal government, beginning in 1977, fiscal year ends 

September 30.

Item 1965 1970 1975 1980 1985 1990 b

 b. Revised data.

1992 b 1993 b 1994 b 1995

Total .................................................... 77,058.0 145,979.2 288,966.0 492,212.7 731,840.1 1,048,950.8 1,266,502.8 1,366,743.1 1,435,714.3 1,505,136.4

Social insurance ........................................... 28,122.8 54,691.2 123,013.1 229,754.4 369,595.2 513,821.8 618,938.1 659,209.9 683,778.7 705,483.3

OASDHI c .................................................

 c. Excludes financial interchange between OASDI and Railroad Retirement.

16,997.5 36,835.4 78,429.9 152,110.4 257,535.1 355,264.5 416,564.0 449,276.8 477,339.7 496,355.8

Health Insurance (Medicare) d .............

 d. Hospital Insurance and Supplementary Medical Insurance. Included in total shown directly above.

. . . 7,149.0 14,781.4 34,991.5 71,384.3 109,709.0 132,246.3 148,093.5 161,392.7 164,713.3

Railroad Retirement c ............................... 1,128.1 1,609.9 3,085.1 4,768.7 6,275.6 7,229.9 7,737.1 7,920.6 8,025.2 8,106.2

Public employee retirement e ...................

 e. Excludes refunds of employee contributions; includes payments to retired military personnel and survivors. Administrative expenses for federal noncontributory retirement not available.

4,528.5 8,658.7 20,118.6 39,490.2 63,044.0 90,391.2 103,698.7 112,559.5 119,253.1 128,001.8

Unemployment insurance and

employment service f ...........................

 f. Includes unemployment compensation under state programs, programs for federal military and civilian employees and trade adjustment and cash training allowances, and payments under 

extended, emergency, disaster, and special unemployment insurance programs.

3,002.6 3,819.5 13,835.9 18,326.4 18,343.8 19,973.7 41,166.0 40,720.8 31,251.1 26,302.0

Railroad unemployment insurance........... 76.7 38.5 41.6 155.4 138.4 64.6 67.4 60.3 53.5 48.4

Railroad temporary disability insurance.... 46.5 61.1 32.9 68.7 50.6 40.3 27.5 25.9 29.3 30.0

State temporary disability insurance g ......

 g. Cash and medical benefits in five areas; includes private plans where applicable and state costs of administering state plans and supervising private plans. Administrative expenses of private 

plans and all data for Hawaii not available.

483.5 717.7 990.0 1,377.4 1,944.1 3,224.2 4,009.4 3,316.0 3,200.8 3,189.1

Workers’ compensation h .........................

 h. Cash and medical benefits paid under federal and state laws by private insurance carriers, state funds, and self-insurers. Beginning in 1959–1960, includes Alaska and Hawaii. 

Administrative costs of private carriers and self-insurers not available. Beginning in 1969–1970, includes federal “black lung” benefit program.

1,859.4 2,950.4 6,479.1 13,457.2 22,263.6 37,633.4 45,668.0 45,330.0 44,626.0 43,450.0

Public aid...................................................... 6,283.5 16,487.8 41,446.6 72,703.1 98,361.8 146,811.1 207,953.0 220,999.8 238,025.3 253,530.0

Public assistance i ....................................

 i. Categorical cash and medical payments under the Social Security Act, and general assistance from state and local funds. Beginning in 1968–1969, includes work-incentive activities.

5,874.9 14,433.5 27,409.4 45,064.3 66,170.2 105,093.8 152,018.2 160,625.0 171,755.1 187,219.0

Supplemental Security Income j ...............

 j. Income-maintenance payments began in Jan. 1974.

. . . . . . 6,091.6 8,226.5 11,840.0 17,230.4 23,423.2 26,506.2 30,085.5 30,138.0

Food Stamps............................................. 35.6 577.0 4,693.9 9,083.3 12,512.7 16,254.5 23,232.9 24,496.7 25,273.6 25,319.0

Other k ......................................................

 k. Work relief, other emergency aid, surplus food for the needy, repatriate and refugee assistance, and work-experience training programs. Beginning 1974 includes Special Supplemental 

Nutrition Program for Women, Infants, and Children (WIC) program. Beginning in 1981, includes Low-Income Home Energy Assistance.

373.0 1,477.3 3,251.7 10,329.0 7,838.9 8,232.4 9,278.7 9,371.9 10,911.1 10,854.0

Health and medical programs l ....................

 l. Excludes state and local expenditures for domicilliary care in institutions other than mental and tuberculosis, and services in connection with OASDI, state temporary disability insurance, 

workers’ compensation, public assistance, vocational rehabilitation, and veterans’ programs which are included in expenditures for these programs.

6,129.0 10,030.0 16,535.0 26,762.0 38,643.0 61,684.0 70,143.0 74,706.0 80,130.0 85,507.0

Hospital and medical care m ....................

 m. Civilian and Department of Defense programs (including medical care provided to military dependents).

3,391.0 5,407.0 8,729.0 12,286.0 16,373.0 25,971.0 28,697.0 30,617.0 31,562.0 31,904.0

Maternal and child health program n ........

 n. Includes services for disabled children.

239.0 450.0 567.0 870.0 1,222.0 1,865.0 2,106.0 2,185.0 2,272.0 2,348.0

Medical research ...................................... 1,227.0 1,684.0 2,648.0 4,924.0 6,903.0 10,848.0 12,599.0 12,779.0 13,988.0 14,982.0

School health (education agencies) ......... 140.0 247.0 352.0 575.0 790.0 1,113.0 1,230.0 1,309.0 1,384.0 1,667.0

Other public health activities..................... 614.0 1,312.0 2,727.0 6,484.0 11,223.0 19,354.0 22,976.0 24,772.0 27,685.0 30,808.0

Medical facilities construction................... 518.0 930.0 1,512.0 1,623.0 2,132.0 2,533.0 2,535.0 3,044.0 3,239.0 3,798.0

Veterans’ programs ...................................... 6,031.1 9,078.1 17,018.9 21,465.5 27,042.3 30,916.2 35,642.0 36,378.3 37,894.8 39,072.0

Pensions and compensation o .................

 o. Includes burial awards. Beginning in 1964–1965, includes special allowances for survivors of veterans who did not qualify under OASDI. Beginning in 1973–1974, subsistence payments to 

disabled veterans undergoing training shifted from the pensions and compensation to the education subgroup.

4,141.4 5,393.8 7,578.5 11,306.0 14,333.0 15,792.6 16,539.3 17,205.2 17,481.0 18,070.4

Health and medical programs................... 1,228.7 1,784.1 3,516.8 6,203.9 9,493.2 12,004.1 15,442.0 15,410.5 16,231.4 16,654.4

Education.................................................. 40.9 1,018.5 4,433.8 2,400.7 1,170.8 522.8 772.0 937.7 1,098.3 1,118.2

Life insurance p ........................................

 p. Excludes the service persons’ group life insurance program.

434.3 502.3 556.1 664.5 795.5 1,037.8 1,113.7 904.7 971.5 946.3

Welfare and other ..................................... 185.8 379.4 933.7 890.4 1,249.8 1,558.9 1,775.0 1,920.2 2,112.6 2,282.7

Education...................................................... 28,107.8 50,845.5 80,834.1 121,049.6 172,047.5 258,331.6 292,144.6 331,996.8 344,091.0 365,625.3

Housing ........................................................ 318.1 701.2 3,171.7 6,879.0 12,598.5 19,468.5 20,150.6 20,782.3 27,032.0 29,361.1

Other social welfare...................................... 2,065.7 4,145.4 6,946.6 13,599.1 13,551.8 17,917.6 21,531.5 22,670.0 24,762.5 26,557.7

Vocational rehabilitation q .........................

 q. Beginning in 1973–1974, excludes administrative expenses.

210.5 703.8 1,036.4 1,251.1 1,536.7 2,126.6 2,446.8 2,379.1 2,560.1 2,630.3

Institutional care r .....................................

 r. Federal expenditures represent primarily surplus food for institutions.

789.5 201.8 296.1 482.4 379.6 629.4 684.4 721.5 783.1 874.0

Child nutrition programs s ........................

 s. Surplus food for schools and programs under National School Lunch and Child Nutrition Acts.

617.4 896.0 2,517.6 4,852.3 5,308.5 7,165.4 8,775.8 9,392.4 10,099.1 10,653.4

Child welfare t ..........................................

 t. Represents primarily child welfare services under the Social Security Act. Beginning in 1968–1969, excludes administrative expenses.

354.3 585.4 597.0 800.0 200.0 252.6 273.9 294.6 294.6 292.0

Special OEO and ACTION programs u ....

 u. Includes domestic programs consolidated in 1971–1972 under ACTION and special Office of Economic Opportunity programs. Beginning 1988, represents ACTION funds only.

51.7 752.8 638.3 2,302.7 503.8 169.4 193.8 208.3 204.4 222.0

Social welfare, not elsewhere

classified v ............................................

 v. Federal expenditures include administrative and related expenses of the Secretary of Health and Human Services; Indian welfare and guidance, aging and juvenile delinquency, and certain 

manpower and human development activities. State and local expenditures include amounts for antipoverty and manpower programs, day care, child placement and adoption services, 

foster care, legal assistance, care of transients, and other unspecified welfare services; before 1969–1970, these amounts were included with institutional care.

42.3 1,005.6 1,861.2 3,910.6 5,623.2 7,574.2 9,156.8 9,674.1 10,821.2 11,886.0

The series Social Welfare Expenditures Under Public Programs in the United States is undergoing review and revision.
3.A Social Welfare Expenditures

132 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Various agency reports and privately compiled sources.

CONTACT: Martynas Ycas (202) 358-6215.

Table 3.A4—Private social welfare expenditures, by category and as a percentage of gross domestic product 

(GDP), selected years 1980–1994 (in millions)

Category 1980 1987 1988 1989 1990 1991 1992 1993 1994

Amount (millions of dollars)

Private social welfare expenditures .................... 251,938 549,423 606,377 676,424 729,989 774,096 840,192 887,555 924,994

Health a ...........................................................

 a. Includes program administration and net cost of health insurance, research, and construction of medical facilities.

142,463 292,965 333,128 369,844 413,145 440,978 477,024 505,086 528,600

Personal health care.................................... 130,026 273,030 307,110 336,005 373,691 399,617 431,456 452,346 469,900

Income maintenance....................................... 53,519 143,359 148,533 166,885 164,397 170,307 186,655 194,119 204,736

Private pension payments ........................... 37,560 120,442 124,546 140,911 137,739 142,924 158,487 165,097 174,452

Life insurance .............................................. 5,075 8,166 8,418 9,063 9,278 9,472 9,866 10,276 11,229

Short-term sickness and disability benefits . 8,630 11,822 12,789 13,616 13,680 13,787 14,566 15,389 15,901

Long-term disability ..................................... 1,282 2,293 2,295 2,892 2,926 3,172 3,143 2,900 2,895

Supplemental unemployment...................... 972 636 485 403 774 952 593 457 259

Education b .....................................................

 b. Includes construction.

33,180 65,498 72,137 80,383 87,864 93,813 100,491 107,451 105,361

Welfare and other services.............................. 22,776 47,601 52,579 59,312 64,583 68,998 76,022 80,899 86,297

 As a percentage of gross domestic product

Total social welfare expenditures c .................

 c. Represents sum of public and private expenditures as a percent of GDP, after adjustment for elimination of overlap. The overlap occurs when payments received under 

public or private income-maintenance programs are used to purchase medical care, educational services, or residential care.

27.4 29.1 29.2 29.6 31.3 32.9 34.3 34.8 34.5

Public d ...........................................................

 d. Represents fiscal year expenditures as a percent of federal fiscal year GDP.

18.6 18.7 18.5 18.5 18.5 19.8 20.6 21.1 21.8

Private e ..........................................................

 e. Represents calendar year expenditures as a percent of calendar year GDP.

9.3 11.7 12.0 12.4 12.8 13.2 13.6 13.7 13.5

The series Social Welfare Expenditures Under Private Programs in the United States is undergoing review and revision.
3.B Employment and Earnings

Social Security Bulletin • Annual Statistical Supplement • 2002 133

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 and average hourly earnings and 

average weekly hours for production workers in manufacturing, selected years 1938–2001 

Effective date

Minimum hourly wage for workers

in jobs first covered by—

Average for 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.

Gross hourly

earnings

(dollars)

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

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
3.C Interprogram Data

134 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Department of the Treasury and U.S. Census Bureau, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013 or Martynas Ycas (202) 358-6215.

Table 3.C3—Selected social insurance programs: Source of funds from contributions, selected years 1965–2001 

(in millions of dollars)

Program and source 1965 1970 1975 1980 1985 1990 1995 1997 1998 1999 2000 2001

Social Security Trust Funds

Old-Age and Survivors 

Insurancea......................

 a. For OASDI 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 56,815 103,456 178,010 270,507 309,906 357,104 380,113 407,023 432,977 453,354

Employer .......................... 7,618 14,489 27,184 49,731 83,682 125,272 143,978 165,563 176,564 188,461 200,431 210,659

Employee.......................... 7,440 14,204 26,947 49,436 83,400 124,481 143,335 164,667 174,786 187,160 198,736 207,999

Self-employed................... 959 1,564 2,684 4,289 7,720 15,906 17,103 19,448 19,614 20,503 22,216 22,793

Taxation of benefits........... . . . . . . . . . . . . 3,208 4,848 5,490 7,426 9,149 10,899 11,594 11,903

Disability Insurance a ........... 1,188 4,481 7,444 13,255 17,204 28,498 54,695 56,473 59,485 63,827 71,813 75,743

Employer .......................... 564 2,154 3,562 6,307 8,119 13,414 25,665 26,437 28,064 29,936 33,971 35,759

Employee.......................... 551 2,117 3,530 6,254 8,087 13,338 25,545 26,279 27,772 29,730 33,701 35,312

Self-employed................... 73 210 352 694 776 1,602 3,144 3,287 3,091 3,500 3,420 3,861

Taxation of benefits........... . . . . . . . . . . . . 222 144 341 470 558 661 721 811

Medicare Trust Funds

Hospital Insurance a ............. . . . 4,880 11,510 23,866 47,173 71,753 103,301 119,546 130,700 140,306 154,520 160,896

Employer .......................... . . . 2,379 5,578 11,591 22,613 33,850 45,839 53,345 57,849 61,826 67,526 71,181

Employee.......................... . . . 2,332 5,530 11,518 22,549 33,635 45,852 53,348 57,849 61,826 67,526 71,181

Self-employed................... . . . 169 395 739 1,970 4,146 6,743 7,976 8,619 8,655 9,299 9,631

Voluntarily insuredb ..........

 b. Beginning in July 1973, aged ineligibles may voluntarily enroll for HI.

. . . . . . 7 18 41 122 954 1,319 1,316 1,447 1,382 1,370

Taxation of benefits........... . . . . . . . . . . . . . . . . . . 3,913 3,558 5,067 6,552 8,787 7,533

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 19,289 20,932 18,966 20,556 22,764

Aged ................................. . . . 1,096 1,759 2,707 5,105 10,311 17,651 17,079 18,594 16,604 17,892 19,905

Disabled............................ . . . . . . 158 304 508 1,008 2,066 2,210 2,338 2,362 2,664 2,859

Railroad Retirement d ...............

 d. Beginning in 1966, excludes HI contributions and includes employer contributions to supplemental benefit account.

647 968 1,506 2,630 4,626 4,316 4,032 4,273 e

 e. Data not available.

eee

Employer.............................. 315 510 1,146 1,722 2,417 2,512 2,592 2,707 eeee

Employee ............................. 315 439 356 594 1,110 1,209 1,265 1,355 eeee

Self-employed ...................... 17 19 4 313 1,099 595 175 211 eeee

Federal Civil Servicef ..............

 f. Employer share represents federal and District of Columbia government contributions; employee share includes voluntary contributions to purchase additional annuity. 

Beginning in 1980, estimated by the Social Security Administration from fiscal year data.

2,197 3,870 9,507 19,986 27,160 31,869 37,628 39,745 eeee

Employer.............................. 1,123 2,001 6,905 16,220 22,472 27,368 33,174 35,376 eeee

Employee ............................. 1,073 1,869 2,600 3,766 4,688 4,501 4,454 4,369 eeee

State and local government g ...

 g. Estimated by Social Security Administration from U.S. Census Bureau fiscal year data. Employer share represents government contribution.

4,225 7,895 14,560 25,654 37,455 41,700 59,611 eeeee

Employer.............................. 2,525 4,920 9,880 18,776 27,699 29,300 41,011 eeeee

Employee ............................. 1,700 2,975 4,680 6,878 9,756 12,400 18,600 eeeee
3.C Interprogram Data

Social Security Bulletin • Annual Statistical Supplement • 2002 135

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 

1950–2001 (in current and 2001 dollars)

Year

Consumer

price

index,

all items a

(1982-1984 = 100)

 a. Data from Bureau of Labor Statistics, consumer price index for all urban consumers (CPI-U).

Average monthly Social Security benefit

in current-payment status

Average monthly amount

per recipient under—

Retired workers

Widowed mother or father

and 2 children

Old-Age Assistance/

Supplemental Security Income b

 b. Beginning in 1974, represents payments to the aged under the SSI program.

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

2001

 dollars

Current

 dollars

2001

 dollars

Current

 dollars

2001

 dollars

Current

 dollars

2001

 dollars

1950........................... 25.0 43.86 310.00 93.90 663.69 43.05 304.28 20.85 147.37

1951........................... 26.5 42.14 280.99 93.80 625.45 44.55 297.06 22.00 146.69

1952........................... 26.7 49.25 325.94 106.00 701.51 48.80 322.96 23.45 155.19

1953........................... 26.9 51.10 335.66 111.90 735.05 48.90 321.21 23.20 152.40

1954........................... 26.7 59.14 391.39 130.50 863.65 48.70 322.30 23.25 153.87

1955........................... 26.8 61.90 408.12 135.40 892.73 50.05 329.99 23.50 154.94

1956........................... 27.6 63.09 403.91 141.00 902.71 53.25 340.92 24.80 158.77

1957........................... 28.4 64.58 401.81 146.30 910.25 55.50 345.31 25.40 158.03

1958........................... 28.9 66.35 405.68 151.70 927.52 56.95 348.20 26.65 162.94

1959........................... 29.4 72.78 437.42 170.70 1025.94 56.70 340.78 27.30 164.08

1960........................... 29.8 74.04 439.02 188.00 1,114.75 58.90 349.25 28.35 168.10

1961........................... 30.0 75.65 445.58 189.30 1,114.98 57.60 339.26 29.45 173.46

1962........................... 30.4 76.19 442.85 190.70 1,108.44 61.55 357.76 29.30 170.31

1963........................... 30.9 76.88 439.63 192.50 1,100.80 62.80 359.12 29.70 169.84

1964........................... 31.2 77.57 439.31 193.40 1,095.31 63.65 360.48 31.50 178.40

1965........................... 31.8 83.92 466.31 219.80 1,221.34 63.10 350.62 32.85 182.53

1966........................... 32.9 84.35 453.03 221.90 1,191.79 68.05 365.48 36.25 194.69

1967........................... 33.9 85.37 444.98 224.40 1,169.66 70.15 365.65 39.50 205.89

1968........................... 35.5 98.86 492.07 257.10 1,279.71 69.55 346.18 44.75 222.74

1969........................... 37.7 100.40 470.58 255.80 1,198.94 73.90 346.37 45.15 211.62

1970........................... 39.8 118.10 524.33 291.10 1,292.40 77.65 344.74 50.30 223.32

1971........................... 41.1 132.17 568.23 320.00 1,375.77 77.50 333.19 52.30 224.85

1972........................... 42.5 162.35 674.99 383.10 1,592.79 79.95 332.40 54.10 224.93

1973........................... 46.2 166.42 636.50 391.00 1,495.45 76.15 291.25 56.95 217.82

1974........................... 51.9 188.21 640.78 438.40 1,492.59 91.06 310.03 63.37 215.75

1975........................... 55.5 207.18 659.62 468.60 1,491.92 90.93 289.50 69.69 221.88

1976........................... 58.2 224.86 682.69 503.40 1,528.36 94.37 286.52 75.20 228.31

1977........................... 62.1 243.00 691.43 546.60 1,555.30 96.62 274.92 80.08 227.86

1978........................... 67.7 263.20 686.96 591.90 1,544.89 100.43 262.13 83.60 218.20

1979........................... 76.7 294.30 678.00 655.00 1,508.98 122.67 282.60 90.34 208.12

1980........................... 86.3 341.40 699.02 759.20 1,554.47 128.20 262.49 97.10 198.81

1981........................... 94.0 385.97 725.54 858.00 1,612.86 137.81 259.05 103.15 193.90

1982........................... 97.6 419.30 759.12 885.50 1,603.15 145.69 263.76 106.33 192.51

1983........................... 101.3 440.77 768.85 923.00 1,610.01 157.89 275.41 109.93 191.75

1984........................... 105.3 460.57 772.87 948.30 1,591.31 157.88 264.93 114.72 192.51

1985........................... 109.3 478.62 773.76 981.50 1,586.74 164.26 265.55 118.17 191.04

1986........................... 110.5 488.44 781.06 994.00 1,589.50 173.66 277.70 122.09 195.23

1987........................... 115.4 512.65 784.97 1,032.30 1,580.65 180.64 276.60 125.19 191.69

1988........................... 120.5 536.77 787.11 1,070.40 1,569.62 188.23 276.02 130.30 191.07

1989........................... 126.1 566.85 794.31 1,120.04 1,569.48 198.81 278.59 131.89 184.81

1990........................... 133.8 602.56 795.76 1,177.70 1,555.30 212.66 280.84 135.96 179.55

1991........................... 137.9 629.32 806.39 1,216.76 1,559.11 221.30 283.57 134.98 172.96

1992........................... 141.9 652.64 812.70 1,252.40 1,559.54 227.39 283.16 132.92 165.52

1993........................... 145.8 674.06 816.92 1,282.60 1,554.43 236.52 286.65 132.87 161.03

1994........................... 149.7 697.34 823.11 1,328.40 1,567.99 242.54 286.28 133.71 157.83

1995........................... 153.5 719.80 828.59 1,365.50 1,571.88 250.65 288.53 134.35 154.66

1996........................... 158.6 744.96 829.98 1,450.60 1,616.15 260.75 290.51 133.53 148.77

1997........................... 161.3 774.84 848.82 1,502.60 1,646.06 268.46 294.09 170.71 187.01

1998........................... 163.9 779.69 840.58 1,537.70 1,657.79 277.45 299.12 197.80 213.25

1999........................... 168.3 804.30 844.44 1,590.40 1,669.78 289.19 303.62 236.16 247.95

2000........................... 174.0 844.48 857.58 1,675.40 1,701.40 299.69 304.34 151.32 153.67

2001........................... 176.7 874.44 874.44 1,755.10 1,755.10 299.69 299.69 158.43 158.43
3.C Interprogram Data

136 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

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

Income (SSI) payments, or both, by state rank, December 1940–2001, selected years

Year and state

Population aged 65 or older receiving—

Persons receiving both OASDI 

and SSI as a percentage of—

OASDI SSI a 

 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.

OASDI and

SSI,

number

per 1,000

OASDI or SSI

or both,

number

per 1,000

OASDI

beneficiaries

SSI

recipients

Number

per 1,000 State rank

Number

per 1,000 State rank

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

1996 ................................................. 907 . . . 61 . . . 38 931 4.2 61.7

1997 ................................................. 913 . . . 60 . . . 37 955 4.0 61.4

1998 ................................................. 906 . . . 59 . . . 36 929 3.9 60.5

1999 ................................................. 908 . . . 58 . . . 35 927 3.8 59.7

2000 ................................................. 911 . . . 57 . . . 34 934 3.7 59.1

2001 .................................................

Alabama ........................................... 908 . . . 56 . . . 33 931 3.6 58.4

Alaska............................................... 925 28 73 6 58 940 6.3 79.9

Arizona ............................................. 928 26 59 12 27 960 2.9 45.9

Arkansas .......................................... 828 50 31 32 19 841 2.2 59.6

California .......................................... 913 36 61 11 51 923 5.6 83.3

Colorado........................................... 856 48 132 1 63 924 7.4 48.3

Connecticut ...................................... 910 37 32 29 19 923 2.1 59.2

Delaware .......................................... 950 9 26 37 12 964 1.3 47.0

District of Columbia .......................... 931 23 23 42 15 938 1.6 66.0

Florida .............................................. 803 51 70 9 43 831 5.3 61.0

Georgia............................................. 845 49 46 21 24 867 2.8 52.2

Hawaii............................................... 908 38 70 8 52 926 5.7 73.6

Idaho ................................................ 886 45 53 17 22 918 2.4 41.0

Illinois ............................................... 955 6 20 43 15 960 1.6 75.9

Indiana.............................................. 919 32 38 25 16 940 1.8 42.9

Iowa.................................................. 947 10 17 48 12 952 1.3 70.1

Kansas ............................................. 955 7 17 49 13 960 1.3 72.5

Kentucky........................................... 934 21 19 45 12 941 1.3 64.3

Louisiana.......................................... 924 30 72 7 54 942 5.8 74.8

Maine................................................ 898 41 81 4 60 919 6.6 74.1

Maryland........................................... 943 12 32 30 26 949 2.8 82.5

Massachusetts ................................. 881 47 40 23 20 901 2.3 49.2

Michigan........................................... 918 33 57 15 33 943 3.6 57.5

Minnesota......................................... 961 3 30 34 18 973 1.9 59.8

Mississippi........................................ 941 14 26 38 13 953 1.4 51.9

Missouri............................................ 913 35 108 2 87 934 9.5 80.6

Montana ........................................... 934 20 30 35 22 942 2.3 72.4

Nebraska.......................................... 929 24 20 44 16 934 1.7 77.0

Nevada............................................. 942 13 18 47 12 948 1.3 70.2

New Hampshire................................ 892 43 32 31 18 905 2.1 58.6

New Jersey....................................... 969 1 12 51 8 973 0.9 69.9

New Mexico...................................... 925 29 45 22 21 950 2.2 46.1

New York .......................................... 883 46 69 10 48 904 5.4 69.0

North Carolina .................................. 894 42 90 3 42 943 4.7 46.3

North Dakota .................................... 939 15 57 16 44 951 4.7 78.5

Ohio.................................................. 946 11 23 41 17 952 1.8 74.5

Oklahoma......................................... 937 16 24 39 15 946 1.6 60.6

Oregon ............................................. 923 31 39 24 29 933 3.1 74.0

Pennsylvania.................................... 959 4 27 36 16 970 1.6 57.8

Rhode Island .................................... 935 17 34 28 21 948 2.3 62.5

South Carolina.................................. 929 25 50 18 32 947 3.4 63.0

South Dakota.................................... 917 34 58 13 46 930 5.0 78.6

Tennessee........................................ 954 8 30 33 21 963 2.2 69.6

Texas................................................ 932 22 58 14 44 946 4.7 76.5

Utah.................................................. 886 44 75 5 52 910 5.8 68.6

Vermont............................................ 902 40 18 46 9 911 1.0 50.3

Virginia ............................................. 934 19 36 26 30 940 3.3 83.3

Washington....................................... 902 39 47 19 30 919 3.3 63.2

West Virginia .................................... 934 18 36 27 15 956 1.6 41.2

Wisconsin......................................... 925 27 47 20 33 940 3.5 69.9

Wyoming .......................................... 962 2 23 40 16 969 1.6 66.3
3.C Interprogram Data

Social Security Bulletin • Annual Statistical Supplement • 2002 137

CONTACT: Lenna Kennedy (410) 965-9846.

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

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

benefit, December 2001

Type of benefit

All

OASDI

 beneficiaries a 

 a. Excludes 30 special age-72 beneficiaries.

Number receiving SSI Percentage of all OASDI beneficiaries

Total Aged

Blind and

disabled Total Aged

Blind and

disabled

Total ........................................................................ 45,874,010 2,393,440 729,050 1,664,390 5.2 1.6 3.6

Retirement ......................................................................... 32,052,750 1,054,440 576,070 478,370 3.3 1.8 1.5

Workers aged 65 or older............................................... 26,278,270 784,770 515,340 269,430 3.0 2.0 1.0

Men............................................................................. 13,601,650 299,930 190,690 109,240 2.2 1.4 0.8

Women ....................................................................... 12,676,620 484,840 324,650 160,190 3.8 2.6 1.3

Workers aged 62–64...................................................... 2,570,130 39,040 0 39,040 1.5 0 1.5

Men............................................................................. 1,332,710 24,510 0 24,510 1.8 0 1.8

Women ....................................................................... 1,237,420 14,530 0 14,530 1.2 0 1.2

Wives and husbands ..................................................... 2,737,720 128,070 60,690 67,380 4.7 2.2 2.5

Aged 65 or older......................................................... 2,391,410 115,390 60,690 54,700 4.8 2.5 2.3

Aged 62–64 ................................................................ 298,740 11,370 0 11,370 3.8 0 3.8

Under age 62 with children......................................... 47,570 1,310 0 1,310 2.8 0 2.8

Disabled adult children................................................... 192,450 98,480 40 98,440 51.2 0 51.2

Aged 65 or older......................................................... 980 370 40 330 37.8 4.1 33.7

Aged 18–64 ................................................................ 191,470 98,110 0 98,110 51.2 0 51.2

Children under age 18 and students aged 18–19 .......... 274,180 4,080 0 4,080 1.5 0 1.5

Survivors............................................................................ 6,914,800 479,100 151,980 327,120 6.9 2.2 4.7

Nondisabled widow(er)s................................................. 4,623,310 255,940 148,790 107,150 5.5 3.2 2.3

Aged 65 or older......................................................... 4,170,360 247,860 148,790 99,070 5.9 3.6 2.4

Aged 60–64 ................................................................ 452,950 8,080 0 8,080 1.8 0 1.8

Disabled widow(er)s....................................................... 203,400 38,010 0 38,010 18.7 0 18.7

Widowed mothers and fathers ....................................... 195,160 5,380 70 5,310 2.8 b

 b. Less than 0.5 percent.

2.7

Parents........................................................................... 2,650 210 190 20 7.9 7.2 0.8

Disabled adult children................................................... 490,050 158,880 2,930 155,950 32.4 0.6 31.8

Aged 65 or older......................................................... 63,960 21,860 2,930 18,930 34.2 4.6 29.6

Aged 18–64 ................................................................ 426,090 137,020 0 137,020 32.2 0 32.2

Children under age 18 and students aged 18–19 .......... 1,400,230 20,680 0 20,680 1.5 0 1.5

Disability............................................................................. 6,906,460 859,900 1,000 858,900 12.5 0 12.4

Workers under age 65.................................................... 5,258,610 768,630 0 768,630 14.6 0 14.6

Men............................................................................. 2,947,550 345,060 0 345,060 11.7 0 11.7

Women ....................................................................... 2,311,060 423,570 0 423,570 18.3 0 18.3

Wives and husbands ..................................................... 157,430 11,070 1,000 10,070 7.0 0.6 6.4

Aged 65 or older......................................................... 22,430 3,220 1,000 2,220 14.4 4.5 9.9

Aged 62–64 ................................................................ 29,700 1,920 0 1,920 6.5 0 6.5

Under age 62 with children......................................... 105,300 5,930 0 5,930 5.6 0 5.6

Disabled adult children aged 18–64............................... 59,370 40,790 0 40,790 68.7 0 68.7

Children under age 18 and students aged 18–19 .......... 1,431,050 39,410 0 39,410 2.8 0 2.8

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.
3.C Interprogram Data

138 Social Security Bulletin • Annual Statistical Supplement • 2002

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

Supplemental Security Income payments based on disability, by type of benefit, December 1978–2001

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

Persons with—

SSI only

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
3.C Interprogram Data

Social Security Bulletin • Annual Statistical Supplement • 2002 139

SOURCE: U.S. Census Bureau, Current Population Survey, public use file of the March 2001 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, by sex, age, and race in March 2001, and median annual benefit in 2000

Sex, age, and median benefit Total White Black

American Indian,

Alaska Native

Asian,

Pacific Islander

With Social Security

Total number in March 2001 (thousands).............................................. 38,436 33,629 3,782 293 732

Sex

Men ....................................................................................................... 16,683 14,682 1,513 136 352

Women.................................................................................................. 21,753 18,947 2,268 157 381

Age

15–54 .................................................................................................... 4,176 3,197 812 59 108

55–64 .................................................................................................... 4,644 3,985 550 34 74

65–74 .................................................................................................... 15,705 13,875 1,380 125 325

75 or older ............................................................................................. 13,911 12,571 1,039 75 226

Median benefit in 2000 (dollars)................................................................ 8,904 8,958 7,326 6,966 7,700

With Supplemental Security Income

Total number in March 2001 (thousands).............................................. 4,685 3,193 1,180 77 235

Sex

Men ....................................................................................................... 1,791 1,264 422 24 81

Women.................................................................................................. 2,894 1,929 758 53 154

Age

15–54 .................................................................................................... 2,651 1,808 748 44 51

55–64 .................................................................................................... 828 593 196 6 33

65–74 .................................................................................................... 650 445 108 15 83

75 or older ............................................................................................. 556 346 129 13 68

Median benefit in 2000 (dollars)................................................................ 5,436 5,052 5,760 4,884 6,168
3.C Interprogram Data

140 Social Security Bulletin • Annual Statistical Supplement • 2002

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

Income and number and percentage of Hispanic origin, by age and sex in March 2001, and median annual benefit 

in 2000

Age and median benefit

Number (thousands)

Percentage of

Hispanic origin Total Hispanic origin a a 

 a. Persons of Hispanic origin may be of any race.

SOURCE: U.S. Census Bureau, Current Population Survey, public-use file of March 2001 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.

Total Men Women Total Men Women Total Men Women

With Social Security

Total......................................................... 38,436 16,683 21,753 2,201 964 1,237 5.7 5.8 5.7

Age

15–34 ........................................................ 1,319 671 648 134 66 67 10.1 9.9 10.4

35–44 ........................................................ 1,176 481 695 105 36 69 8.9 7.5 9.9

45–54 ........................................................ 1,680 846 835 132 69 63 7.9 8.1 7.6

55–64 ........................................................ 4,644 1,997 2,647 357 164 193 7.7 8.2 7.3

65–74 ........................................................ 15,705 7,218 8,487 864 391 473 5.5 5.4 5.6

75 or older ................................................. 13,911 5,470 8,440 609 238 371 4.4 4.4 4.4

Median benefit in 2000 (dollars).................... 8,904 10,646 7,440 7,146 8,442 6,450 . . . . . . . . .

With Supplemental Security Income

Total......................................................... 4,685 1,791 2,894 627 206 421 13.4 11.5 14.5

Age

15–34 ........................................................ 968 462 506 94 45 49 9.7 9.7 9.7

35–44 ........................................................ 840 367 473 82 33 49 9.8 9.0 10.4

45–54 ........................................................ 843 339 504 97 38 59 11.5 11.1 11.7

55–64 ........................................................ 828 280 547 106 33 73 12.8 11.9 13.3

65–74 ........................................................ 650 214 436 128 31 97 19.7 14.3 22.3

75 or older ................................................. 556 128 428 120 26 94 21.6 20.6 21.9

Median benefit in 2000 (dollars).................... 5,436 5,724 5,100 5,400 4,776 5,436 . . . . . . . . .
3.E Poverty

Social Security Bulletin • Annual Statistical Supplement • 2002 141

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 of specified size, 1959–2001

Year

Unrelated individuals

(dollars)

Families of 2 persons or more (dollars) Annual

average

CPI,

all items a

(1982–84 = 100)

 a. Beginning in January 1978, the Bureau of Labor Statistics introduced a new price index for all urban consumers (CPI-U) 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

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 1991 .................................... 21,058 23,605 27,942

1981.................................... 14,110 15,655 18,572 1992 .................................... 21,594 24,053 28,745

1982.................................... 15,036 16,719 19,698 1993 .................................... 22,383 24,838 29,529

1983.................................... 15,500 17,170 20,310 1994 .................................... 22,923 25,427 30,300

1984.................................... 16,096 17,961 21,247 1995 .................................... 23,552 26,237 31,280

1985.................................... 16,656 18,512 22,083 1996 .................................... 24,268 27,091 31,971

1986.................................... 17,049 18,791 22,497 1997 .................................... 24,802 27,593 32,566

1987.................................... 17,649 19,515 23,105 1998 .................................... 25,257 28,166 33,339

1988.................................... 18,232 20,253 24,129 1999 .................................... 25,912 28,967 34,417

1989.................................... 19,162 21,328 25,480 2000 .................................... 26,754 29,701 35,060

1990.................................... 20,241 22,582 26,848 2001 .................................... 27,517 30,627 36,286
3.E Poverty

142 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: U.S. Census Bureau, Current Population Survey, public use file of the March 2001 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 1959–2000

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.

1999 2000

Total population (millions) c 

 c. Includes armed forces in the United States living off post or with families on post. Excludes unrelated individuals under age 16.

All ages................................................ 176.5 202.5 210.4 225.0 236.6 248.6 273.5 275.9

Children under 18 in families .......................... 64.0 69.9 64.8 62.2 62.0 64.9 70.5 70.6

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 54.0 54.5

Female householder................................ 5.7 9.0 10.6 11.5 12.5 15.4 16.4 16.1

18–54 e ...........................................................

 e. Includes persons under age 18 listed as unrelated individual, family householder, spouse of householder, or other family member.

81.0 94.9 104.7 116.3 125.2 132.3 146.0 147.4

55–64.............................................................. 15.5 18.4 19.8 21.7 22.1 21.3 23.4 23.8

65 or older....................................................... 15.6 19.3 21.7 24.7 27.3 30.1 32.6 33.0

In families .................................................... 11.9 13.4 14.8 16.7 18.4 20.1 22.0 22.3

Unrelated individuals................................... 3.7 5.8 6.9 8.0 8.9 10.0 10.6 10.7

Men.......................................................... 1.2 1.4 1.5 1.7 2.0 2.3 2.8 2.9

Women .................................................... 2.5 4.4 5.4 6.3 7.0 7.7 7.8 7.8

Number poor c (millions)

All ages................................................ 39.5 25.3 25.9 29.3 33.1 33.6 32.3 31.1

Children under 18 in families .......................... 17.2 10.5 10.9 11.1 12.5 13.3 11.5 11.1

With—

Male householder d ................................. 13.1 5.7 5.3 5.2 5.8 5.3 4.8 4.9

Female householder................................ 4.1 4.8 5.6 5.9 6.7 8.0 6.7 6.2

18–54 e ........................................................... 13.4 8.2 9.7 12.2 14.8 14.6 15.0 14.1

55–64.............................................................. 3.3 2.1 2.0 2.1 2.3 2.1 2.2 2.2

65 or older....................................................... 5.5 4.7 3.3 3.9 3.5 3.7 3.2 3.4

In families .................................................... 3.2 2.0 1.2 1.4 1.2 1.2 1.1 1.1

Unrelated individuals................................... 2.3 2.7 2.1 2.4 2.3 2.5 2.1 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 1.6 1.7

Percent poor c

All ages................................................ 22.4 12.6 12.3 13.0 14.0 13.5 11.8 11.3

Children under 18 in families .......................... 26.9 15.0 16.8 17.9 20.1 20.5 16.3 15.7

With—

Male householder d ................................. 22.4 9.3 9.8 10.4 11.7 10.7 9.0 8.9

Female householder................................ 72.2 53.4 52.7 50.8 53.6 52.1 40.6 38.4

18–54 e ........................................................... 16.5 8.7 9.2 10.5 11.8 11.0 10.3 9.6

55–64.............................................................. 21.5 11.4 10.2 9.5 10.5 9.7 9.5 9.4

65 or older....................................................... 35.2 24.6 15.3 15.7 12.6 12.2 9.7 10.2

In families .................................................... 26.9 14.7 8.0 8.5 6.4 5.9 4.9 5.1

Unrelated individuals................................... 61.9 47.1 31.0 30.6 25.6 24.8 19.7 20.8

Men.......................................................... 59.0 38.9 27.7 24.4 20.5 17.3 16.4 18.3

Women .................................................... 63.3 49.7 31.9 32.3 27.0 26.9 20.9 21.8
3.E Poverty

Social Security Bulletin • Annual Statistical Supplement • 2002 143

SOURCE: U.S. Census Bureau, Current Population Survey, Public use file of the March 2001 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, 2000

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) ................................ 10.7 8.4 2.2 11.6 11 0.6 34.7 28 6.7 60.8 55.2 5.6

Percent receiving income of specified type b 

 b. Received by individuals or any family member at any time during 1999. Most individuals or families received more than one type of income during the year.

Earnings.......................................................... 13 16 3 45 46 22 84 94 40 95 97 69

Public program payments

Social Security c .........................................

 c. Social Security may include more than one type of income during the year.

93 95 84 92 93 64 6 5 12 10 10 10

Supplemental Security Income.................... 5 3 16 5 4 16 4 1 14 3 2 10

Other public assistance............................... 2 3 2 4 3 8 10 9 12 12 10 25

Other programs d ........................................

 d. Unemployment insurance, workers’ compensation, or veterans’ payments.

44288756499 7

Other sources

Dividends, interest, rent .............................. 58 66 27 67 69 30 46 53 16 61 66 15

Employment-related pensions,

alimony, annuities.................................... 39 47 9 51 53 9 6 6 3 15 15 15

Percentage distribution of income, by type

Total percent................................................ 100 100 100 100 100 100 100 100 100 100 100 100

Earnings.......................................................... 14 15 1 34 34 12 88 89 46 90 91 68

Public program payments

Social Security c .......................................... 44 42 85 32 32 64 2 1 20 2 1 7

Supplemental Security Income.................... 1 1 8 1 e

 e. Less than 0.05 percent.

9 1 e 17 e e 6

Other public assistance............................... e e e e e 3 2 2 7 1 1 10

Other programs d ........................................ 1 1 1 1 1 2 1 1 3 1 1 2

Other sources

Dividends, interest, rent .............................. 20 21 3 15 15 5 5 5 3 4 4 1

Employment-related pensions,

alimony, annuities.................................... 19 20 3 17 18 4 2 2 3 3 2 5

Median income (dollars).................................. 13,767 16,716 5,747 32,858 34,641 8,440 24,185 29,318 3,791 55,145 56,310 8,790
3.E Poverty

144 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: U.S. Census Bureau, Current Population Survey, Public use file of the March 2001 Income Supplement. 

NOTES: Living arrangements as of March 2001.

Poverty status in 2000 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, March 2001

Living arrangement and sex

Population (thousands) Percentage distribution Percent

officially

Total Poor Nonpoor Total Poor Nonpoor poor

All .............................................................. 32,979 3,360 29,619 100.0 100.0 100.0 10.2

Unrelated individuals................................................ 10,659 2,220 8,439 32.3 66.1 28.5 20.8

Family members ...................................................... 22,320 1,140 21,180 67.7 33.9 71.5 5.1

Householder or spouse ........................................ 20,196 1,020 19,176 61.2 30.3 64.7 5.0

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.

 2,124 120 2,004 6.4 3.6 6.8 5.7

Poor by own income......................................... 854 102 751 2.6 3.0 2.5 12.0

Not poor by own income................................... 1,271 18 1,253 3.9 0.5 4.2 1.4

Men............................................................... 14,179 1,063 13,116 43.0 31.7 44.3 7.5

Unrelated individuals................................................ 2,882 528 2,354 8.7 15.7 7.9 18.3

Family members ...................................................... 11,298 536 10,762 34.3 15.9 36.3 4.7

Householder......................................................... 7,974 354 7,620 24.2 10.5 25.7 4.4

Spouse of householder ........................................ 2,692 151 2,542 8.2 4.5 8.6 5.6

Other relative a ..................................................... 632 31 600 1.9 0.9 2.0 5.0

Poor by own income......................................... 158 27 131 0.5 0.8 0.4 16.8

Not poor by own income................................... 474 5 469 1.4 0.1 1.6 1.0

Women ......................................................... 18,799 2,296 16,503 57.0 68.3 55.7 12.2

Unrelated individuals................................................ 7,777 1,692 6,085 23.6 50.4 20.5 21.8

Family members ...................................................... 11,022 604 10,418 33.4 18.0 35.2 5.5

Householder, no husband present ....................... 1,727 175 1,552 5.2 5.2 5.2 10.1

Householder with husband present...................... 2,039 104 1,935 6.2 3.1 6.5 5.1

Wife of householder ............................................. 5,764 236 5,527 17.5 7.0 18.7 4.1

Other relative a ..................................................... 1,493 89 1,404 4.5 2.6 4.7 6.0

Poor by own income......................................... 696 76 620 2.1 2.3 2.1 10.9

Not poor by own income................................... 797 13 783 2.4 0.4 2.6 1.7
3.E Poverty

Social Security Bulletin • Annual Statistical Supplement • 2002 145

SOURCE: U.S. Census Bureau, Current Population Survey, Public use file of the March 2001 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—Aged families receiving Social Security benefits, by share of income from benefits and race, 2000

Social Security share of money

income for year a 

 a. Payments under Social Security program any time in 2000 to any family member as reported in the March 2001 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.

Total number (thousands).................................................... 10,653 8,435 2,218 . . . 11,822 11,134 688 . . .

Total percent........................................................................ 100 100 100 21 100 100 100 6

No Social Security benefits......................................................... 7 5 16 46 8 7 36 25

Some Social Security benefits .................................................... 93 95 84 19 92 93 64 4

Less than one-fourth of income............................................... 10 12 1 2 22 23 c

 c. Less than 0.05 percent.

c

One-fourth up to one-half of income ....................................... 19 23 2 2 26 27 4 1

One-half up to three-fourths of income ................................... 20 23 11 11 20 21 12 4

Three-fourths or more of income............................................. 44 37 70 33 24 23 48 11

White

Total number (thousands).................................................... 9,452 7,711 1,742 . . . 10,299 9,840 459 . . .

Total percent........................................................................ 100 100 100 18 100 100 100 4

No Social Security benefits......................................................... 7 5 15 44 8 6 40 23

Some Social Security benefits .................................................... 93 95 85 17 92 94 60 3

Less than one-fourth of income............................................... 10 12 1 2 22 23 c c

One-fourth up to one-half of income ....................................... 19 23 2 2 26 28 4 1

One-half up to three-fourths of income ................................... 21 24 10 9 20 21 8 2

Three-fourths or more of income............................................. 43 36 71 31 24 23 48 9

Black

Total number (thousands).................................................... 985 568 417 . . . 991 866 126 . . .

Total percent........................................................................ 100 100 100 42 100 100 100 13

No Social Security benefits......................................................... 11 8 16 60 10 9 19 24

Some Social Security benefits .................................................... 89 92 84 40 90 91 81 11

Less than one-fourth of income............................................... 6 11 c c 24 28 c c

One-fourth up to one-half of income ....................................... 15 24 2 7 22 24 6 3

One-half up to three-fourths of income ................................... 15 17 12 33 20 19 23 15

Three-fourths or more of income............................................. 53 40 70 56 24 20 52 28
3.E Poverty

146 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Department of Health and Human Services, Federal Register, vol. 67, no. 31, February 14, 2002, pp. 6931–6933.

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.

Table 3.E8—Poverty guidelines for families of specified size, 1965–2002 (dollars)

Date of issuance a

 a. The guidelines are effective from the date of issuance (unless otherwise specified by a particular program using them).

1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons Increment b

 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.

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

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

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
4.A OASDI: Trust Funds

Social Security Bulletin • Annual Statistical Supplement • 2002 147

SOURCE: Department of the Treasury, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A1—Old-Age and Survivors Insurance, selected years 1937–2001 (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. For the OASI trust fund, the amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued before April 1985. For the OASI 

and DI trust funds, combined, 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 period

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

1961............. 11,833 11,285 . . . . . . 548 12,432 11,862 239 332 -599 19,725

1962............. 12,585 12,059 . . . . . . 526 13,973 13,356 256 361 -1,388 18,337

1963............. 15,063 14,541 . . . . . . 521 14,920 14,217 281 423 143 18,480

1964............. 16,258 15,689 . . . . . . 569 15,613 14,914 296 403 645 19,125

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
4.A OASDI: Trust Funds

148 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Department of the Treasury, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A2—Disability Insurance, 1957–2001 (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 period

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
4.A OASDI: Trust Funds

Social Security Bulletin • Annual Statistical Supplement • 2002 149

SOURCE: Department of the Treasury, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.A3—Combined OASI and DI, 1957–2001 (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. For the OASI trust fund, the amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued before April 1985. For the OASI 

and DI trust funds, combined, 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 period

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
4.A OASDI: Trust Funds

150 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: Department of the Treasury and Bureau of Economic Analysis, 100 percent data.

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 1937–2001 (in millions of dollars) 

Year

Total

 benefits

Cash benefitsa

 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 percent 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 7,777,300 7.7

2000.................. 625,060 352,706 54,938 128,458 88,893 . . . 63 8,319,200 7.5

2001.................. 672,853 372,370 59,577 141,183 99,663 . . . 60 8,723,500 7.7
4.A OASDI: Trust Funds

Social Security Bulletin • Annual Statistical Supplement • 2002 151

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 1937–2001 

(in millions of dollars)

Year Total

Benefits paid to—

Lump-sum

death

payments

Retired workers and dependents Survivors

Special

age-72

beneficiariesRetired

 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
4.A OASDI: Trust Funds

152 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 1957–2001 (in millions of dollars)

Year Total

Benefits paid to—

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
4.B OASDI: Covered Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 153

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—Workers, earnings, and Social Security numbers issued, selected years 1937–2001

Year

Number of workers reported

with taxable earnings 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, 408 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 1937–1999, 300 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 e ......................

e. Preliminary data.

 146,100 9,022 4,700 3,860,200 3,285,300 85.1 26,422 22,487 5,413

1998 e ...................... 148,900 9,371 4,893 4,167,200 3,521,500 84.5 27,987 23,650 5,288

1999 e ...................... 151,400 9,099 4,898 4,451,100 3,744,600 84.1 29,400 24,733 5,306

2000 f

.......................

f. Taxable earnings are preliminary estimates based on Social Security data.

 153,700 g

g. Data not available.

g 4,794,500 3,991,100 83.2 31,194 25,967 5,476

2001 h ......................

h. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis.

 153,500 g g 5,056,100 4,198,300 83.0 32,939 27,350 5,883
4.B OASDI: Covered Workers 

154 Social Security Bulletin • Annual Statistical Supplement • 2002

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 and amount of earnings for wage and salary and self-employed workers, 1951–2001

Year

Number of workers 

reported with

taxable earnings 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 earnings Self-employment earnings

Total in

covered

employment b

(millions of

dollars)

b. Total wages, including estimated amounts above the taxable limit.

Reported taxable Average per worker Total in

covered

employment c

(millions)

c. Reported self-employment net earnings.

Reported taxable

Average per selfemployed person 

(dollars)

Wage and

salary

employment

Selfemployment

Amount d

(millions of

dollars)

d. See Table 2.A3 for annual maximum taxable earnings.

Percentage

of total

wages

Total

wages b Reported

taxable 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 e.......

e. Preliminary data. 

 137,700 14,100 3,588,000 3,104,500 86.5 26,057 22,545 272,200 180,800 66.4 19,305 12,823

1998 e ...... 140,400 14,300 3,876,400 3,330,100 85.9 27,610 23,719 290,800 191,400 65.8 20,336 13,385

1999 e ...... 142,700 14,600 4,143,900 3,542,800 85.5 29,039 24,827 307,200 201,800 65.7 21,041 13,822

2000 f .......

f. Preliminary estimates.

 144,900 14,700 4,474,200 3,780,400 84.5 30,878 26,090 320,300 210,700 65.8 21,789 14,333

2001 g.......

g. Preliminary estimates.

 144,800 14,700 4,722,700 3,978,700 84.2 32,615 27,477 333,400 219,600 65.9 22,680 14,939
4.B OASDI: Covered Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 155

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 worker and sex, selected years 1937–1999

Year

All workers All wage and salary workers All self-employed workers a

a. Not covered before 1951.

Total Men Women Total Men Women Total 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

1981............................................ 113,000 63,984 49,016 107,300 59,562 47,738 8,250 6,361 1,889

1982............................................ 111,800 63,089 48,711 105,800 58,557 47,243 8,550 6,443 2,107

1983............................................ 112,100 62,881 49,219 105,900 58,248 47,652 9,200 6,823 2,377

1984............................................ 116,300 64,700 51,600 109,900 60,009 49,891 9,900 7,196 2,704

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 b..........................................

b. Preliminary data.

146,100 77,463 68,636 137,700 71,864 65,837 14,100 9,130 4,970

1998 b ......................................... 148,900 78,690 70,210 140,400 73,097 67,303 14,300 9,143 5,156

1999 b ......................................... 151,400 79,879 71,521 142,700 74,237 68,463 14,600 9,244 5,356

Median earnings c (dollars)

c. 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

1981............................................ 9,361 12,941 6,690 9,476 13,255 6,807 8,655 10,512 4,330

1982............................................ 9,924 13,318 7,232 10,109 13,726 7,390 8,175 10,139 4,333

1983............................................ 10,322 13,687 7,618 10,527 14,130 7,809 8,669 10,686 4,722

1984............................................ 10,757 14,360 7,878 11,094 15,062 8,088 9,302 11,684 5,113

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 b ......................................... 17,555 21,810 14,038 18,120 22,688 14,476 12,911 15,914 8,939

1998 b ......................................... 18,516 23,045 14,834 19,096 23,920 15,283 13,494 16,652 9,360

1999 b ......................................... 19,195 23,849 15,419 19,784 24,719 15,876 13,881 17,237 9,696
4.B OASDI: Covered Workers 

156 Social Security Bulletin • Annual Statistical Supplement • 2002

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 all workers and self-employed workers with total annual earnings below annual 

maximum taxable, by sex, selected years 1937–1999

Year

Annual

maximum

taxable

earnings

(dollars)

All workers a (percent)

a. For 1937–1950, relates to wage and salary workers. Beginning in 1951, includes self-employed workers.

All self-employed workers (percent)

Total Men Women Total Men Women

1937........................................................ 3,000 96.9 95.8 99.7 . . . . . . . . .

1940........................................................ 3,000 96.6 95.4 99.7 . . . . . . . . .

1945........................................................ 3,000 86.3 78.6 98.9 . . . . . . . . .

1950........................................................ 3,000 71.1 59.9 94.6 . . . . . . . . .

1951........................................................ 3,600 75.5 64.6 96.7 65.4 62.6 83.3

1952........................................................ 3,600 72.1 60.0 95.4 64.1 61.2 83.5

1953........................................................ 3,600 68.8 55.5 93.8 62.9 59.5 83.1

1954........................................................ 3,600 68.4 55.4 93.0 62.6 58.8 82.8

1955........................................................ 4,200 74.4 63.4 95.9 74.0 72.3 86.3

1956........................................................ 4,200 71.6 59.7 94.5 71.2 69.1 86.0

1957........................................................ 4,200 70.1 58.7 93.1 69.6 67.2 85.5

1958........................................................ 4,200 69.4 58.4 91.8 68.8 66.3 85.7

1959........................................................ 4,800 73.3 62.7 94.3 72.0 69.6 88.0

1960........................................................ 4,800 72.0 60.9 93.5 71.6 69.2 87.7

1961........................................................ 4,800 70.8 59.6 92.4 70.3 67.8 86.9

1962........................................................ 4,800 68.8 57.1 91.1 67.9 65.3 85.3

1963........................................................ 4,800 67.5 55.5 90.0 66.3 63.4 85.3

1964........................................................ 4,800 65.5 53.1 88.5 63.8 60.5 84.4

1965........................................................ 4,800 63.9 51.0 87.3 59.5 55.8 82.5

1966........................................................ 6,600 75.8 64.4 95.6 68.3 65.0 88.4

1967........................................................ 6,600 73.6 61.5 94.2 66.7 63.2 87.5

1968........................................................ 7,800 78.6 68.0 96.3 70.3 67.2 89.7

1969........................................................ 7,800 75.5 62.8 96.0 68.3 65.0 89.1

1970........................................................ 7,800 74.0 61.8 93.5 67.8 64.3 88.3

1971........................................................ 7,800 71.7 59.1 91.7 66.7 63.3 86.2

1972........................................................ 9,000 75.0 62.9 93.9 68.8 65.0 89.7

1973........................................................ 10,800 79.7 68.9 96.2 71.1 67.4 91.0

1974........................................................ 13,200 84.9 76.2 97.8 75.7 72.1 94.0

1975........................................................ 14,100 84.9 76.4 97.5 77.8 74.4 93.9

1976........................................................ 15,300 85.1 76.3 97.5 78.6 75.1 94.3

1977........................................................ 16,500 85.2 76.3 97.5 79.3 75.8 94.1

1978........................................................ 17,700 84.6 75.4 97.1 79.3 75.6 94.0

1979........................................................ 22,900 90.0 83.6 98.6 84.3 81.3 95.9

1980........................................................ 25,900 91.2 85.5 98.8 86.9 84.2 96.6

1981........................................................ 29,700 92.4 87.4 99.0 89.4 87.1 97.2

1982........................................................ 32,400 92.9 88.3 98.9 91.0 88.8 97.7

1983........................................................ 35,700 93.7 89.6 99.0 92.0 90.0 97.7

1984........................................................ 37,800 93.6 89.4 98.9 91.8 89.7 97.6

1985........................................................ 39,600 93.5 89.3 98.8 92.0 89.8 97.5

1986........................................................ 42,000 93.8 89.7 98.7 92.3 90.2 97.5

1987........................................................ 43,800 93.9 89.9 98.6 92.5 90.4 97.5

1988........................................................ 45,000 93.5 89.4 98.3 91.7 89.4 97.1

1989........................................................ 48,000 93.8 90.1 98.3 92.4 90.1 97.3

1990........................................................ 51,300 94.3 90.9 98.4 93.3 91.3 97.7

1991........................................................ 53,400 94.4 91.1 98.3 93.6 91.6 97.7

1992........................................................ 55,500 94.3 91.0 98.1 93.6 91.7 97.6

1993........................................................ 57,600 94.4 91.3 98.1 93.7 91.9 97.4

1994........................................................ 60,600 94.6 91.4 98.1 93.9 92.0 97.5

1995........................................................ 61,200 94.2 91.0 97.9 93.9 92.0 97.5

1996........................................................ 62,700 93.9 90.6 97.7 93.9 92.0 97.4

1997 b .....................................................

b. Preliminary data.

 65,400 93.8 90.5 97.6 93.8 91.9 97.3

1998 b ..................................................... 68,400 93.7 90.3 97.5 93.8 92.0 97.2

1999 b ..................................................... 72,600 94.0 90.8 97.6 94.1 92.3 97.3
4.B OASDI: Covered Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 157

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 all workers, by age and sex, selected years 1937–1999 (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

Total

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 b .................

 b. Preliminary data.

146,100 11,399 15,478 17,147 18,025 19,267 17,956 15,369 12,020 8,447 2,568 2,907 2,914 731 1,870

1998 b ................. 148,900 11,920 15,731 17,018 17,702 19,373 18,401 15,779 12,676 8,936 2,688 3,002 2,975 754 1,946

1999 b ................. 151,400 12,125 16,073 16,664 17,438 19,307 18,743 16,342 13,437 9,377 2,757 3,134 3,066 804 2,130

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 b ................. 77,463 5,820 7,938 9,011 9,693 10,274 9,494 7,995 6,373 4,575 1,421 1,644 1,650 433 1,142

1998 b ................. 78,690 6,071 8,035 8,895 9,472 10,343 9,683 8,202 6,675 4,827 1,474 1,695 1,690 444 1,183

1999 b ................. 79,999 6,147 8,201 8,702 9,316 10,325 9,876 8,505 7,066 5,060 1,521 1,763 1,752 473 1,291

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 b ................. 68,636 5,579 7,540 8,136 8,332 8,994 8,463 7,374 5,647 3,872 1,147 1,263 1,264 299 727

1998 b ................. 70,210 5,849 7,696 8,123 8,230 9,029 8,718 7,577 6,000 4,109 1,214 1,307 1,285 309 763

1999 b ................. 71,397 5,978 7,871 7,962 8,122 8,982 8,867 7,837 6,371 4,317 1,236 1,371 1,314 332 838
4.B OASDI: Covered Workers 

158 Social Security Bulletin • Annual Statistical Supplement • 2002

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 all workers, by age and sex, selected years 1937–1999 (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

Total

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 b .................

 b. Preliminary data.

 17,555 2,307 9,055 17,588 21,257 23,272 24,979 26,264 26,415 23,406 20,493 14,318 8,050 6,387 5,038

1998 b ................. 18,516 2,513 9,740 18,665 22,465 24,352 25,989 27,409 27,620 24,731 21,365 15,291 8,438 6,755 5,320

1999 b ................. 19,195 2,582 9,995 19,465 23,397 25,126 26,742 28,289 28,641 25,561 22,094 15,864 8,915 6,795 5,463

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 b ................. 21,810 2,375 10,339 19,738 25,228 28,867 31,789 33,740 34,908 31,047 26,234 18,216 8,821 7,108 5,302

1998 b ................. 23,045 2,599 11,114 21,050 26,658 30,172 33,030 34,864 36,155 32,667 27,596 19,812 9,307 7,438 5,653

1999 b ................. 23,849 2,692 11,424 22,075 27,705 31,080 33,899 35,704 36,960 33,434 28,321 20,097 9,834 7,304 5,825

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 b ................. 14,038 2,240 7,855 15,232 17,153 17,796 19,276 20,321 19,991 17,748 15,754 11,022 7,326 5,638 4,701

1998 b ................. 14,834 2,432 8,501 16,123 18,144 18,628 20,049 21,497 21,087 18,678 16,627 11,713 7,619 5,973 4,898

1999 b ................. 15,419 2,491 8,793 16,853 18,881 19,249 20,652 22,242 22,107 19,589 17,139 12,323 8,013 6,288 5,110
4.B OASDI: Covered Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 159

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 amount of taxable earnings and sex, 1992–1999

Year

All

workers

Workers with earnings below the taxable maximum by dollar amount of earnings (numbers in thousands) Workers

with

maximum

earnings

1–

999

1,000–

4,999

5,000–

9,999

10,000–

14,999

15,000–

19,999

20,000–

24,999

25,000–

29,999

30,000–

39,999

40,000–

49,999

50,000–

59,999

60,000–

72,599

Total

1992.................... 126,000 9,357 19,519 17,496 15,765 14,047 11,641 9,058 12,554 7,084 2,422 . . . 7,057

1993.................... 128,100 9,655 19,395 17,521 15,808 14,092 11,807 9,327 12,786 7,371 3,325 . . . 7,013

1994.................... 130,100 9,591 19,403 17,273 15,709 14,194 11,930 9,552 13,230 7,709 4,310 277 6,921

1995.................... 132,800 9,213 19,355 17,213 15,766 14,376 12,230 9,867 13,853 8,171 4,662 498 7,597

1996.................... 135,100 9,161 19,195 16,977 15,579 14,253 12,448 10,164 14,435 8,706 5,052 1,053 8,077

1997 a .................

 a. Preliminary data.

137,700 8,767 18,832 16,837 15,425 14,203 12,593 10,456 15,232 9,327 5,521 2,105 8,403

1998 a ................. 140,400 8,459 18,456 16,424 15,199 14,102 12,749 10,814 16,096 10,063 6,013 3,271 8,754

1999 a ................. 142,700 8,470 18,427 16,278 14,766 13,976 12,717 10,997 16,694 10,523 6,449 4,826 8,575

Men

1992.................... 66,543 4,171 8,743 7,726 7,186 6,587 6,006 5,122 8,069 5,109 1,868 . . . 5,955

1993.................... 67,673 4,429 8,665 7,740 7,223 6,652 6,048 5,222 8,074 5,224 2,527 . . . 5,869

1994.................... 68,481 4,350 8,548 7,546 7,118 6,718 6,068 5,292 8,211 5,372 3,243 222 5,794

1995.................... 69,901 4,256 8,510 7,457 7,051 6,814 6,238 5,415 8,448 5,587 3,444 388 6,292

1996.................... 70,670 4,177 8,333 7,261 6,854 6,637 6,279 5,512 8,667 5,838 3,672 800 6,641

1997 a ................. 71,864 4,052 8,172 7,145 6,706 6,465 6,260 5,586 8,948 6,159 3,931 1,580 6,859

1998 a ................. 73,097 3,911 7,994 6,933 6,514 6,318 6,219 5,706 9,293 6,521 4,202 2,407 7,078

1999 a ................. 74,237 3,945 8,014 6,927 6,272 6,205 6,089 5,730 9,493 6,677 4,439 3,528 6,919

Women

1992.................... 59,457 5,186 10,776 9,770 8,579 7,460 5,635 3,936 4,485 1,975 554 . . . 1,103

1993.................... 60,427 5,226 10,730 9,781 8,586 7,440 5,759 4,105 4,712 2,147 798 . . . 1,144

1994.................... 61,619 5,241 10,856 9,726 8,592 7,476 5,862 4,260 5,020 2,337 1,067 55 1,127

1995.................... 62,900 4,957 10,845 9,756 8,714 7,563 5,992 4,452 5,405 2,584 1,217 110 1,305

1996.................... 64,429 4,985 10,862 9,716 8,725 7,616 6,168 4,651 5,768 2,868 1,380 253 1,437

1997 a ................. 65,837 4,715 10,660 9,692 8,719 7,737 6,333 4,870 6,284 3,168 1,590 525 1,544

1998 a ................. 67,303 4,548 10,462 9,492 8,685 7,783 6,530 5,107 6,803 3,542 1,811 864 1,675

1999 a ................. 68,463 4,526 10,413 9,352 8,494 7,772 6,628 5,267 7,201 3,846 2,010 1,298 1,656
4.B OASDI: Covered Workers 

160 Social Security Bulletin • Annual Statistical Supplement • 2002

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 age and sex, selected years 1951–1999 (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

Total

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 a .................

 a. Preliminary data.

14,100 152 500 1,033 1,556 1,986 2,063 1,885 1,565 1,210 404 490 597 170 488

1998 a ................. 14,300 162 506 1,036 1,523 1,961 2,098 1,899 1,632 1,275 420 503 600 181 503

1999 a ................. 14,600 173 522 1,017 1,494 1,948 2,082 1,982 1,711 1,355 436 535 625 182 539

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 a ................. 9,130 98 312 639 981 1,249 1,320 1,205 1,004 793 276 338 424 123 369

1998 a ................. 9,143 97 310 632 944 1,213 1,327 1,197 1,042 827 279 345 422 132 376

1999 a ................. 9,244 108 309 607 914 1,189 1,304 1,247 1,077 861 289 365 436 133 403

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 a ................. 4,970 54 188 395 575 737 743 680 561 417 128 152 173 47 120

1998 a ................. 5,156 65 196 404 579 748 771 702 590 449 141 158 178 49 127

1999 a ................. 5,356 65 213 409 579 759 778 735 634 494 146 171 189 49 136
4.B OASDI: Covered Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 161

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: 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 amount of taxable earnings and sex, 1992–1999

Year

All

workers

Workers with earnings below the taxable maximum by dollar amount of earnings (numbers in thousands) Workers

with

maximum

earnings

1–

999

1,000–

4,999

5,000–

9,999

10,000–

14,999

15,000–

19,999

20,000–

24,999

25,000–

29,999

30,000–

39,999

40,000–

49,999

50,000–

59,999

60,000–

72,599

Total

1992.................... 13,100 593 2,927 2,519 1,599 1,156 882 694 971 612 308 . . . 839

1993.................... 13,200 587 2,866 2,562 1,627 1,149 881 689 990 633 388 . . . 828

1994.................... 13,300 551 2,825 2,510 1,670 1,162 872 714 1,019 645 426 92 814

1995.................... 13,500 535 2,781 2,593 1,690 1,192 892 712 1,044 678 444 116 822

1996.................... 13,900 521 2,791 2,667 1,754 1,210 918 732 1,092 713 471 176 853

1997 a .................

 a. Preliminary data.

14,100 524 2,736 2,685 1,748 1,232 932 745 1,106 741 493 281 877

1998 a ................. 14,300 514 2,663 2,675 1,765 1,240 953 766 1,160 782 509 391 880

1999 a ................. 14,600 508 2,638 2,705 1,796 1,258 964 773 1,194 813 539 557 857

Men

1992.................... 8,798 288 1,603 1,606 1,109 827 633 512 746 485 253 . . . 734

1993.................... 8,840 291 1,559 1,632 1,118 809 640 501 760 500 316 . . . 715

1994.................... 8,839 268 1,511 1,552 1,138 820 626 527 772 503 340 77 705

1995.................... 8,908 256 1,492 1,581 1,138 826 638 514 782 521 356 96 708

1996.................... 9,074 247 1,468 1,598 1,166 831 649 527 807 545 367 141 729

1997 a ................. 9,130 255 1,440 1,557 1,144 845 650 526 801 562 384 226 741

1998 a ................. 9,143 248 1,383 1,520 1,123 823 650 537 831 588 392 314 736

1999 a ................. 9,244 243 1,362 1,505 1,117 826 652 532 849 595 411 436 714

Women

1992.................... 4,302 305 1,323 913 490 329 249 182 225 127 55 . . . 105

1993.................... 4,360 296 1,308 930 509 340 241 188 230 133 73 . . . 113

1994.................... 4,460 282 1,314 957 531 342 247 188 246 142 85 15 109

1995.................... 4,592 280 1,289 1,012 552 366 254 198 261 157 88 20 114

1996.................... 4,826 274 1,323 1,069 588 379 269 206 285 168 104 35 125

1997 a ................. 4,970 269 1,296 1,128 604 387 282 220 305 179 109 55 135

1998 a ................. 5,156 267 1,280 1,155 643 418 303 228 328 194 117 78 145

1999 a ................. 5,356 265 1,276 1,200 678 431 312 241 345 218 128 121 142
4.B OASDI: Covered Workers 

162 Social Security Bulletin • Annual Statistical Supplement • 2002

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.B10—Number of workers, taxable earnings, and contributions, by type of employment and state or other 

area, 1999

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 of workers

 reported with taxable earnings b 

(thousands)

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment. National and state totals and subtotals are 

unduplicated counts of workers in each type of employment.

Reported taxable earnings c 

(millions of dollars)

c. Annual maximum taxable earnings for Social Security (OASDI) from a single employer or from self-employment were $72,600 in 1999.

OASDI contributions d 

(millions of dollars)

d. For 1999 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 

self-employment income by self-employed workers. Data are unadjusted for multi-employer tax refunds. 

Total,

all

workers

Wage and

 salary

workers

Selfemployed

persons Total Wages

Selfemployment

income Total

Wage and

salary

employment

Selfemployment

All areas....................... 151,400 142,700 14,600 3,744,600 3,542,800 201,800 464,330 439,307 25,023

Alabama................................ 2,308 2,183 207 50,337 47,822 2,515 6,242 5,930 312

Alaska ................................... 346 324 43 8,272 7,679 593 1,026 952 74

Arizona.................................. 2,529 2,402 217 60,430 57,406 3,024 7,493 7,118 375

Arkansas............................... 1,406 1,316 147 27,365 25,688 1,677 3,393 3,185 208

California............................... 16,137 14,876 1,923 428,870 396,751 32,119 53,180 49,197 3,983

Colorado ............................... 2,362 2,209 267 59,793 55,941 3,852 7,414 6,937 478

Connecticut........................... 1,926 1,807 194 57,102 53,680 3,423 7,081 6,656 424

Delaware............................... 482 465 31 12,725 12,333 392 1,578 1,529 49

District of Columbia............... 363 346 28 10,155 9,619 536 1,259 1,193 66

Florida................................... 8,206 7,727 817 183,291 174,044 9,247 22,728 21,582 1,147

Georgia ................................. 4,356 4,125 395 106,011 100,864 5,147 13,145 12,507 638

Hawaii ................................... 627 589 59 15,509 14,719 790 1,923 1,825 98

Idaho..................................... 702 661 74 14,635 13,827 808 1,815 1,715 100

Illinois.................................... 6,672 6,328 594 174,929 166,714 8,215 21,691 20,673 1,019

Indiana .................................. 3,456 3,309 290 83,978 80,251 3,727 10,413 9,951 462

Iowa ...................................... 1,713 1,599 204 37,977 35,413 2,564 4,709 4,391 318

Kansas.................................. 1,537 1,448 163 36,384 34,221 2,163 4,512 4,243 268

Kentucky ............................... 2,093 1,967 226 44,598 42,216 2,382 5,530 5,235 295

Louisiana............................... 2,086 1,960 203 43,165 40,628 2,537 5,352 5,038 315

Maine .................................... 692 636 90 14,679 13,523 1,156 1,820 1,677 143

Maryland ............................... 2,936 2,799 248 83,614 80,011 3,603 10,368 9,921 447

Massachusetts...................... 3,401 3,176 364 95,416 89,659 5,757 11,832 11,118 714

Michigan................................ 5,691 5,456 429 152,395 146,881 5,514 18,897 18,213 684

Minnesota ............................. 2,999 2,839 301 78,222 74,046 4,176 9,700 9,182 518

Mississippi............................. 1,445 1,367 132 28,645 26,964 1,681 3,552 3,344 208

Missouri................................. 3,072 2,901 296 69,059 65,576 3,483 8,563 8,131 432

Montana................................ 498 456 73 9,367 8,473 894 1,162 1,051 111

Nebraska............................... 1,018 951 117 22,232 20,859 1,373 2,757 2,587 170

Nevada.................................. 1,030 987 71 24,120 23,064 1,056 2,991 2,860 131

New Hampshire .................... 758 711 80 19,982 18,825 1,157 2,478 2,334 143

New Jersey ........................... 4,692 4,463 383 143,598 137,192 6,406 17,806 17,012 794

New Mexico .......................... 887 835 90 18,169 17,163 1,006 2,253 2,128 125

New York............................... 9,812 9,234 955 270,894 257,649 13,245 33,591 31,948 1,642

North Carolina....................... 4,460 4,213 427 104,470 99,011 5,459 12,954 12,277 677

North Dakota......................... 374 344 53 7,493 6,854 639 929 850 79

Ohio ...................................... 6,035 5,699 546 141,645 134,513 7,132 17,564 16,680 884

Oklahoma.............................. 1,807 1,685 200 37,506 35,421 2,085 4,651 4,392 259

Oregon.................................. 1,895 1,778 192 45,756 43,023 2,733 5,674 5,335 339

Pennsylvania......................... 6,663 6,324 560 167,999 159,590 8,409 20,832 19,789 1,043

Rhode Island......................... 585 556 54 14,584 13,866 718 1,808 1,719 89

South Carolina ...................... 2,170 2,062 177 48,111 45,945 2,166 5,966 5,697 269

South Dakota ........................ 453 416 63 8,783 7,961 823 1,089 987 102

Tennessee............................. 3,165 2,977 321 71,373 66,948 4,425 8,850 8,302 549

Texas..................................... 10,205 9,542 1,086 241,875 227,401 14,474 29,992 28,198 1,795

Utah ...................................... 1,177 1,128 94 25,715 24,587 1,128 3,189 3,049 140

Vermont................................. 362 338 45 7,980 7,464 516 990 926 64

Virginia.................................. 3,951 3,766 328 104,771 100,417 4,354 12,992 12,452 540

Washington ........................... 3,269 3,097 294 86,475 81,872 4,603 10,723 10,152 571

West Virginia......................... 860 816 76 17,938 17,018 920 2,224 2,110 114

Wisconsin.............................. 3,204 3,059 264 78,980 75,524 3,456 9,793 9,365 429

Wyoming .............................. 286 268 33 6,061 5,671 390 752 703 48

Outlying area

Puerto Rico........................ 1,163 1,104 66 17,093 16,045 1,048 2,120 1,990 130

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.

1,079 1,073 9 24,071 23,964 106 2,985 2,972 13
4.B OASDI: Covered Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 163

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = note applicable.

CONTACT: Greg Diez (410) 965-0153 or William Kearns (410) 965-6750.

Table 4.B11—Number of workers, taxable earnings, and contributions, by type of employment, selected years 

1937–2001

Year

Number of workers

 reported with taxable earnings a

(thousands)

a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment.

Reported 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,

all workers

Wage and

salary

workers

Selfemployed

persons Total Wages

Selfemployment

income Total

Wage and

salary

employment

Selfemployment

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 e........................................

e. Preliminary data.

146,100 137,700 14,100 3,285,300 3,104,500 180,800 407,377 384,958 22,419

1998 e ....................................... 148,900 140,400 14,300 3,521,500 3,330,100 191,400 436,666 412,932 23,734

1999 e ....................................... 151,400 142,700 14,600 3,744,600 3,542,800 201,800 464,330 439,307 25,023

2000 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.

153,700 144,900 14,700 3,991,100 3,780,400 210,700 494,896 468,770 26,127

2001 g........................................

g. Preliminary estimates based on data from Bureau of Labor Statistics and the National Income and Product Accounts.

153,500 144,800 14,700 4,198,300 3,978,700 219,600 520,589 493,359 27,230
4.B HI: Covered Workers 

164 Social Security Bulletin • Annual Statistical Supplement • 2002

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.B12—Number of workers, taxable earnings, and contributions, by type of employment and state or other 

area, 1999

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 of workers

 reported with taxable earnings b 

(thousands)

 b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment. National and state totals and subtotals are 

unduplicated counts of workers in each type of employment.

Reported taxable earnings c 

(millions of dollars)

 c. No annual maximum taxable earnings amount for Medicare.

Medicare 

(Hospital Insurance) contributions d 

(millions of dollars)

 d. For 1999 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 

self-employment income by self-employed workers. 

Total,

all workers

Wage and

 salary

workers

Selfemployed

persons Total Wages

Selfemployment

income Total

Wage and

salary

employment

Selfemployment

 All areas..................... 154,700 146,100 15,300 4,612,100 4,304,900 307,200 133,751 124,842 8,909

Alabama................................ 2,330 2,204 214 56,221 53,020 3,201 1,630 1,538 93

Alaska ................................... 366 345 44 10,281 9,492 788 298 275 23

Arizona.................................. 2,547 2,420 228 70,112 66,105 4,007 2,033 1,917 116

Arkansas............................... 1,417 1,327 151 29,996 28,022 1,974 870 813 57

California............................... 16,847 15,614 2,024 570,835 520,859 49,976 16,554 15,105 1,449

Colorado ............................... 2,489 2,342 278 79,661 74,054 5,607 2,310 2,148 163

Connecticut........................... 1,958 1,840 210 83,398 76,560 6,838 2,419 2,220 198

Delaware............................... 486 469 32 14,529 13,919 610 421 404 18

District of Columbia............... 377 360 30 14,681 13,060 1,622 426 379 47

Florida................................... 8,283 7,804 847 217,199 205,257 11,942 6,299 5,952 346

Georgia ................................. 4,451 4,223 412 128,931 120,691 8,240 3,739 3,500 239

Hawaii ................................... 650 613 61 17,711 16,792 919 514 487 27

Idaho..................................... 708 666 75 15,875 14,974 901 460 434 26

Illinois.................................... 6,834 6,496 629 221,784 208,100 13,684 6,432 6,035 397

Indiana .................................. 3,481 3,333 302 93,636 88,388 5,248 2,715 2,563 152

Iowa ...................................... 1,724 1,610 210 41,870 38,791 3,080 1,214 1,125 89

Kansas.................................. 1,548 1,458 168 42,268 39,293 2,975 1,226 1,140 86

Kentucky ............................... 2,135 2,009 233 50,482 47,423 3,059 1,464 1,375 89

Louisiana............................... 2,232 2,110 210 53,270 49,440 3,829 1,545 1,434 111

Maine .................................... 718 664 92 16,803 15,469 1,334 487 449 39

Maryland ............................... 3,008 2,872 264 102,459 96,703 5,757 2,971 2,804 167

Massachusetts...................... 3,581 3,368 391 133,288 121,503 11,785 3,865 3,524 342

Michigan................................ 5,728 5,492 459 176,392 168,901 7,490 5,115 4,898 217

Minnesota ............................. 3,020 2,858 316 90,566 85,337 5,229 2,626 2,475 152

Mississippi............................. 1,455 1,377 135 30,664 28,580 2,084 889 829 60

Missouri................................. 3,135 2,965 308 80,986 75,962 5,024 2,349 2,203 146

Montana................................ 503 461 74 10,243 9,052 1,191 297 262 35

Nebraska............................... 1,025 959 122 24,687 22,933 1,754 716 665 51

Nevada.................................. 1,067 1,027 75 29,199 27,399 1,800 847 795 52

New Hampshire .................... 766 720 84 23,902 22,305 1,597 693 647 46

New Jersey ........................... 4,727 4,498 419 190,010 179,014 10,996 5,510 5,191 319

New Mexico .......................... 900 848 92 19,874 18,684 1,190 576 542 35

New York............................... 9,873 9,293 1,020 364,247 333,085 31,163 10,563 9,659 904

North Carolina....................... 4,486 4,239 441 118,653 111,698 6,955 3,441 3,239 202

North Dakota......................... 377 347 54 8,075 7,355 720 234 213 21

Ohio ...................................... 6,408 6,094 571 175,604 165,196 10,408 5,093 4,791 302

Oklahoma.............................. 1,827 1,706 205 41,293 38,961 2,332 1,197 1,130 68

Oregon.................................. 1,910 1,792 198 51,982 48,580 3,402 1,507 1,409 99

Pennsylvania......................... 6,720 6,380 591 198,650 186,895 11,755 5,761 5,420 341

Rhode Island......................... 593 564 57 16,605 15,712 894 482 456 26

South Carolina ...................... 2,183 2,075 182 53,060 50,225 2,835 1,539 1,457 82

South Dakota ........................ 458 421 64 9,490 8,549 941 275 248 27

Tennessee............................. 3,190 3,001 334 83,087 76,711 6,376 2,410 2,225 185

Texas..................................... 10,642 9,998 1,133 307,870 286,887 20,983 8,928 8,320 609

Utah ...................................... 1,189 1,140 98 29,863 28,212 1,651 866 818 48

Vermont................................. 364 340 46 9,001 8,372 630 261 243 18

Virginia.................................. 4,002 3,816 346 132,745 126,224 6,521 3,850 3,660 189

Washington ........................... 3,306 3,134 307 109,706 103,688 6,018 3,181 3,007 175

West Virginia......................... 870 826 78 19,745 18,326 1,419 573 531 41

Wisconsin.............................. 3,221 3,075 275 88,241 83,694 4,547 2,559 2,427 132

Wyoming .............................. 288 271 34 7,145 6,587 557 207 191 16

Outlying area

Puerto Rico........................ 1,197 1,138 66 18,916 17,694 1,222 549 513 35

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.

1,104 1,098 9 26,308 26,171 136 763 759 4
4.C OASDI: Insured Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 165

SOURCE: Social Security Administration, 1-Percent Continuous Work History Sample (CWHS).

NOTES: Figures are subject to revision.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Table 4.C1—Estimated number, by insured status, December 31, 1940–2002 (in millions)

Year

Workers fully insured for retirement or survivor benefits or both Workers

 insured in event

Total of disability

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 44.0 132.2

1998....................................................................................... 180.2 136.3 43.9 134.2

1999....................................................................................... 182.7 138.6 44.1 136.6

2000....................................................................................... 185.1 140.8 44.3 138.8

2001....................................................................................... 187.5 143.0 44.5 140.9

2002....................................................................................... 189.9 145.2 44.7 143.1
4.C OASDI: Insured Workers

166 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 4.C2—Estimated number, insured status, age, and sex, December 31, 1970–2002, selected years 

(in thousands)

Year Total 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

Total

1970................ 108,343 4,104 14,972 12,704 10,156 9,219 9,685 10,026 9,169 7,922 6,676 5,242 3,781 4,688

1975................ 123,150 5,304 16,938 17,057 12,716 10,148 9,237 9,604 9,716 8,630 7,513 6,204 4,385 5,698

1980................ 140,387 6,558 19,153 19,269 17,199 12,785 10,239 9,210 9,402 9,267 8,232 6,957 5,197 6,919

1985................ 150,868 4,301 17,735 20,771 19,298 17,100 12,779 10,205 9,042 9,020 8,842 7,507 5,889 8,380

1986................ 153,232 4,384 17,288 20,872 19,746 17,383 13,801 10,655 9,092 8,947 8,734 7,690 5,992 8,649

1987................ 155,730 4,545 16,824 20,840 20,195 17,723 14,539 11,310 9,305 8,795 8,787 7,837 6,078 8,953

1988................ 158,295 4,874 16,394 20,787 20,467 18,230 15,305 11,845 9,600 8,708 8,709 7,942 6,200 9,234

1989................ 161,346 5,045 16,333 20,770 20,777 18,760 16,159 12,350 9,768 8,746 8,711 8,116 6,244 9,567

1990................ 164,014 4,805 16,449 20,468 21,097 19,312 17,101 12,724 10,045 8,749 8,812 8,170 6,399 9,884

1991................ 165,950 4,325 16,440 19,971 21,327 19,807 17,430 13,700 10,481 8,806 8,727 8,133 6,617 10,186

1992................ 167,487 3,960 16,132 19,380 21,379 20,306 17,764 14,470 11,101 9,004 8,542 8,176 6,768 10,507

1993................ 169,169 3,743 15,740 18,870 21,378 20,681 18,260 15,201 11,655 9,274 8,501 8,174 6,876 10,817

1994................ 170,824 3,753 15,237 18,557 21,232 20,983 18,783 16,028 12,151 9,473 8,404 8,117 7,037 11,070

1995................ 173,172 3,983 14,850 18,561 20,854 21,253 19,317 16,928 12,550 9,746 8,510 8,126 7,093 11,402

1996................ 175,344 4,226 14,609 18,543 20,354 21,439 19,806 17,368 13,394 10,160 8,515 8,088 7,071 11,772

1997................ 177,845 4,377 14,697 18,417 19,825 21,523 20,296 17,660 14,243 10,732 8,793 8,026 7,140 12,117

1998................ 180,195 4,629 14,975 18,158 19,379 21,561 20,677 18,125 14,944 11,302 8,941 7,932 7,156 12,417

1999................ 182,707 4,814 15,381 17,796 19,140 21,461 21,010 18,636 15,743 11,795 9,199 7,937 7,102 12,695

2000................ 185,064 4,888 15,814 17,379 19,124 21,139 21,317 19,182 16,615 12,207 9,419 7,920 7,108 12,951

2001................ 187,542 4,852 16,332 17,111 19,151 20,652 21,527 19,729 17,138 12,961 9,809 8,014 7,087 13,180

2002................ 189,896 4,746 16,814 17,138 19,039 20,123 21,629 20,227 17,427 13,852 10,323 8,147 7,045 13,386

Male

1970................ 62,946 2,702 8,563 7,108 5,861 5,431 5,681 5,766 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................ 76,634 3,700 10,223 10,198 9,311 7,119 5,788 5,247 5,338 5,213 4,567 3,762 2,751 3,416

1985................ 80,721 2,325 9,407 10,871 10,233 9,220 7,029 5,676 5,073 5,052 4,861 3,991 3,067 3,917

1986................ 81,703 2,349 9,139 10,911 10,434 9,306 7,554 5,892 5,086 5,003 4,797 4,105 3,113 4,016

1987................ 82,744 2,419 8,850 10,885 10,647 9,428 7,898 6,227 5,190 4,905 4,834 4,182 3,146 4,133

1988................ 83,808 2,588 8,596 10,850 10,762 9,647 8,251 6,486 5,332 4,847 4,780 4,237 3,196 4,237

1989................ 85,239 2,697 8,579 10,860 10,889 9,904 8,652 6,726 5,394 4,854 4,778 4,326 3,214 4,367

1990................ 86,474 2,568 8,652 10,728 11,050 10,177 9,093 6,893 5,514 4,849 4,823 4,339 3,299 4,488

1991................ 87,288 2,303 8,615 10,475 11,174 10,420 9,210 7,384 5,719 4,872 4,783 4,318 3,411 4,606

1992................ 87,893 2,077 8,463 10,155 11,204 10,675 9,344 7,749 6,030 4,967 4,676 4,337 3,486 4,730

1993................ 88,543 1,957 8,231 9,866 11,208 10,858 9,577 8,089 6,297 5,093 4,640 4,334 3,542 4,851

1994................ 89,194 1,962 7,954 9,689 11,128 10,995 9,842 8,480 6,533 5,171 4,567 4,300 3,622 4,952

1995................ 90,183 2,078 7,700 9,664 10,930 11,117 10,109 8,908 6,719 5,288 4,624 4,307 3,638 5,100

1996................ 91,109 2,177 7,558 9,627 10,660 11,201 10,352 9,094 7,140 5,485 4,631 4,290 3,628 5,266

1997................ 92,120 2,255 7,574 9,526 10,363 11,236 10,596 9,211 7,552 5,771 4,740 4,245 3,651 5,402

1998................ 93,070 2,382 7,681 9,363 10,103 11,245 10,784 9,429 7,874 6,046 4,793 4,183 3,656 5,530

1999................ 94,135 2,478 7,848 9,144 9,950 11,189 10,938 9,681 8,247 6,282 4,906 4,180 3,634 5,657

2000................ 95,174 2,522 8,075 8,897 9,905 11,017 11,080 9,954 8,671 6,476 4,998 4,156 3,651 5,772

2001................ 96,271 2,504 8,348 8,732 9,886 10,753 11,168 10,228 8,904 6,848 5,188 4,186 3,643 5,884

2002................ 97,298 2,448 8,598 8,727 9,788 10,455 11,207 10,474 9,017 7,284 5,453 4,243 3,619 5,985

Female

1970................ 45,398 1,402 6,409 5,597 4,295 3,788 4,004 4,260 3,872 3,229 2,771 2,217 1,608 1,947

1975................ 53,835 2,094 7,562 7,827 5,563 4,301 3,870 4,061 4,189 3,710 3,235 2,778 1,972 2,674

1980................ 63,752 2,858 8,931 9,071 7,888 5,666 4,452 3,963 4,064 4,054 3,664 3,195 2,446 3,503

1985................ 70,147 1,976 8,328 9,900 9,066 7,880 5,750 4,528 3,969 3,968 3,981 3,516 2,822 4,464

1986................ 71,529 2,035 8,149 9,961 9,312 8,077 6,248 4,763 4,006 3,944 3,937 3,585 2,879 4,633

1987................ 72,986 2,126 7,974 9,955 9,548 8,295 6,641 5,083 4,115 3,889 3,953 3,655 2,931 4,820

1988................ 74,487 2,286 7,798 9,937 9,705 8,583 7,054 5,359 4,268 3,861 3,929 3,705 3,004 4,997

1989................ 76,107 2,348 7,754 9,911 9,888 8,857 7,507 5,625 4,374 3,892 3,933 3,790 3,029 5,200

1990................ 77,540 2,237 7,796 9,739 10,047 9,135 8,007 5,831 4,532 3,900 3,988 3,831 3,100 5,396

1991................ 78,663 2,023 7,825 9,496 10,153 9,387 8,220 6,316 4,762 3,934 3,944 3,815 3,206 5,581

1992................ 79,594 1,883 7,670 9,225 10,174 9,630 8,420 6,721 5,071 4,038 3,866 3,839 3,282 5,777

1993................ 80,627 1,786 7,510 9,004 10,170 9,824 8,683 7,112 5,358 4,181 3,861 3,840 3,335 5,966

1994................ 81,630 1,791 7,283 8,869 10,104 9,987 8,941 7,548 5,618 4,302 3,837 3,817 3,415 6,118

1995................ 82,989 1,905 7,150 8,897 9,924 10,136 9,208 8,021 5,831 4,458 3,885 3,819 3,455 6,301

1996................ 84,235 2,048 7,051 8,916 9,693 10,237 9,454 8,274 6,254 4,676 3,884 3,799 3,443 6,506

1997................ 85,726 2,122 7,123 8,892 9,462 10,287 9,700 8,449 6,691 4,961 4,053 3,782 3,489 6,715

1998................ 87,125 2,248 7,294 8,795 9,276 10,315 9,892 8,696 7,071 5,256 4,148 3,748 3,500 6,887

1999................ 88,573 2,336 7,533 8,652 9,191 10,271 10,071 8,955 7,497 5,513 4,293 3,756 3,468 7,038

2000................ 89,890 2,366 7,739 8,482 9,219 10,122 10,238 9,227 7,944 5,731 4,421 3,763 3,458 7,179

2001................ 91,271 2,348 7,984 8,380 9,266 9,898 10,359 9,501 8,233 6,113 4,621 3,828 3,444 7,295

2002................ 92,598 2,298 8,217 8,411 9,251 9,668 10,422 9,753 8,410 6,568 4,870 3,905 3,426 7,401
4.C OASDI: Insured Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 167

SOURCE: Social Security Administration, 1-Percent Continuous Work History Sample (CWHS).

NOTES: Figures are subject to revision.

. . . = not applicable.

CONTACT: Jeff Kunkel (410) 965-3013.

Disability insured

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 . . . . . . . . .

1986................ 111,647 4,198 15,636 18,143 16,380 14,195 11,370 9,048 7,890 7,669 7,118 . . . . . . . . .

1987................ 113,499 4,325 15,243 18,229 16,781 14,478 12,128 9,615 7,985 7,560 7,155 . . . . . . . . .

1988................ 115,679 4,631 14,969 18,180 17,109 14,945 12,778 10,162 8,258 7,493 7,154 . . . . . . . . .

1989................ 118,062 4,795 14,939 18,172 17,375 15,521 13,530 10,616 8,486 7,541 7,087 . . . . . . . . .

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................ 132,229 4,160 13,392 16,293 17,212 18,620 17,685 15,540 12,652 9,440 7,234 . . . . . . . . .

1998................ 134,196 4,376 13,626 16,104 16,803 18,673 18,036 15,925 13,255 9,970 7,428 . . . . . . . . .

1999................ 136,608 4,604 14,011 15,852 16,599 18,681 18,336 16,482 13,992 10,404 7,648 . . . . . . . . .

2000................ 138,757 4,668 14,499 15,540 16,649 18,341 18,608 16,975 14,806 10,788 7,882 . . . . . . . . .

2001................ 140,942 4,589 14,934 15,345 16,760 18,020 18,832 17,469 15,276 11,466 8,251 . . . . . . . . .

2002................ 143,078 4,473 15,452 15,402 16,722 17,572 19,004 17,935 15,561 12,262 8,695 . . . . . . . . .

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 . . . . . . . . .

1986................ 63,611 2,250 8,455 9,980 9,415 8,327 6,667 5,237 4,603 4,479 4,198 . . . . . . . . .

1987................ 64,231 2,298 8,190 9,970 9,583 8,413 7,052 5,513 4,635 4,372 4,205 . . . . . . . . .

1988................ 65,069 2,453 8,014 9,927 9,689 8,611 7,344 5,802 4,735 4,312 4,183 . . . . . . . . .

1989................ 66,052 2,562 7,990 9,886 9,777 8,873 7,700 6,005 4,833 4,309 4,118 . . . . . . . . .

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................ 71,591 2,139 6,987 8,647 9,438 10,296 9,716 8,336 6,843 5,146 4,044 . . . . . . . . .

1998................ 72,370 2,245 7,071 8,491 9,165 10,320 9,869 8,527 7,132 5,428 4,123 . . . . . . . . .

1999................ 73,399 2,366 7,233 8,320 8,985 10,298 10,011 8,826 7,485 5,644 4,233 . . . . . . . . .

2000................ 73,886 2,404 7,519 8,117 8,939 9,992 10,037 9,012 7,808 5,765 4,293 . . . . . . . . .

2001................ 74,934 2,379 7,727 7,990 8,969 9,815 10,151 9,276 8,034 6,115 4,478 . . . . . . . . .

2002................ 75,809 2,322 8,031 7,991 8,907 9,515 10,229 9,503 8,129 6,482 4,700 . . . . . . . . .

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 . . . . . . . . .

1986................ 48,036 1,948 7,182 8,163 6,965 5,868 4,703 3,811 3,287 3,190 2,920 . . . . . . . . .

1987................ 49,268 2,027 7,054 8,259 7,198 6,064 5,075 4,102 3,351 3,188 2,950 . . . . . . . . .

1988................ 50,610 2,178 6,955 8,252 7,420 6,334 5,434 4,360 3,524 3,181 2,971 . . . . . . . . .

1989................ 52,009 2,233 6,949 8,286 7,598 6,648 5,830 4,610 3,653 3,233 2,970 . . . . . . . . .

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................ 60,639 2,021 6,405 7,646 7,775 8,325 7,969 7,205 5,809 4,295 3,190 . . . . . . . . .

1998................ 61,827 2,131 6,556 7,613 7,637 8,354 8,167 7,398 6,124 4,541 3,306 . . . . . . . . .

1999................ 63,208 2,238 6,779 7,532 7,614 8,383 8,325 7,656 6,507 4,760 3,414 . . . . . . . . .

2000................ 64,871 2,264 6,980 7,424 7,710 8,349 8,572 7,963 6,998 5,023 3,589 . . . . . . . . .

2001................ 66,008 2,210 7,207 7,355 7,791 8,205 8,681 8,193 7,241 5,351 3,773 . . . . . . . . .

2002................ 67,269 2,151 7,421 7,411 7,815 8,057 8,775 8,431 7,432 5,780 3,994 . . . . . . . . .

Table 4.C2—Estimated number, insured status, age, and sex, December 31, 1970–2002, selected years 

(in thousands)—Continued

Year Total 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

.

168 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: U.S. Census Bureau, 100 percent data.

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 

age and sex, 1998–2002 (in thousands)

Age attained at end of year

1998 1999 2000 2001 2002

Population

Percentage

 fully

insured Population

Percentage

 fully

insured Population

Percentage

 fully

insured Population

Percentage

 fully

insured Population

Percentage

 fully

insured

All fully insured persons

Total................................................... 282,172 a 87

 a. Percentage of population fully insured aged 20 or older.

 284,495 a 88 287,064 a 88 289,583 a 88 292,050 a 89

Under 15 ............................................... 61,565 b

 b. Less than 0.5 percent.

61,806 b 62,092 b 62,364 b 62,588 b

15–19.................................................... 19,861 23 19,995 24 20,117 24 20,223 24 20,328 23

20–24.................................................... 18,358 82 18,758 82 19,236 82 19,696 83 20,090 84

25–29.................................................... 19,638 92 19,254 92 18,810 92 18,547 92 18,611 92

30–34.................................................... 20,995 92 20,696 92 20,647 93 20,613 93 20,427 93

35–39.................................................... 23,458 92 23,270 92 22,897 92 22,365 92 21,790 92

40–44.................................................... 22,641 91 22,992 91 23,318 91 23,503 92 23,544 92

45–49.................................................... 19,836 91 20,354 92 20,927 92 21,511 92 22,063 92

50–54.................................................... 16,687 90 17,461 90 18,358 91 18,863 91 19,106 91

55–59.................................................... 13,113 86 13,558 87 13,935 88 14,693 88 15,596 89

60–64.................................................... 10,724 83 10,917 84 11,140 85 11,481 85 12,001 86

65–69.................................................... 9,682 82 9,608 83 9,581 83 9,604 83 9,740 84

70–74.................................................... 8,957 80 8,934 79 8,922 80 8,868 80 8,737 81

75 or older............................................. 16,659 75 16,892 75 17,085 76 17,253 76 17,428 77

Male

Subtotal ............................................. 139,180 a 93 140,366 a 93 141,658 a 93 142,939 a 93 144,196 a 93

Under 15 ............................................... 31,484 b 31,602 b 31,745 b 31,884 b 31,999 b

15–19.................................................... 10,172 23 10,241 24 10,300 24 10,351 24 10,400 24

20–24.................................................... 9,353 82 9,565 82 9,821 82 10,065 83 10,273 84

25–29.................................................... 9,922 94 9,721 94 9,501 94 9,381 93 9,426 93

30–34.................................................... 10,615 95 10,450 95 10,406 95 10,374 95 10,269 95

35–39.................................................... 11,859 95 11,758 95 11,558 95 11,279 95 10,976 95

40–44.................................................... 11,375 95 11,558 95 11,727 94 11,824 94 11,845 95

45–49.................................................... 9,877 95 10,139 95 10,429 95 10,726 95 11,011 95

50–54.................................................... 8,251 95 8,635 96 9,080 95 9,328 95 9,446 95

55–59.................................................... 6,416 94 6,634 95 6,818 95 7,194 95 7,642 95

60–64.................................................... 5,158 93 5,255 93 5,364 93 5,531 94 5,788 94

65–69.................................................... 4,532 92 4,504 93 4,494 92 4,511 93 4,581 93

70–74.................................................... 3,991 92 4,003 91 4,015 91 4,003 91 3,953 92

75 or older............................................. 6,174 90 6,300 90 6,399 90 6,488 91 6,586 91

Female

Subtotal ............................................. 142,992 a 82 144,129 a 83 145,406 a 83 146,644 a 84 147,854 a 84

Under 15 ............................................... 30,081 b 30,204 b 30,346 b 30,480 b 30,588 b

15–19.................................................... 9,688 23 9,754 24 9,817 24 9,872 24 9,928 23

20–24.................................................... 9,006 81 9,192 82 9,415 82 9,631 83 9,816 84

25–29.................................................... 9,715 91 9,533 91 9,308 91 9,167 91 9,185 92

30–34.................................................... 10,380 89 10,246 90 10,241 90 10,239 90 10,158 91

35–39.................................................... 11,599 89 11,512 89 11,339 89 11,087 89 10,815 89

40–44.................................................... 11,265 88 11,434 88 11,591 88 11,679 89 11,699 89

45–49.................................................... 9,959 87 10,215 88 10,499 88 10,785 88 11,052 88

50–54.................................................... 8,436 84 8,826 85 9,278 86 9,535 86 9,660 87

55–59.................................................... 6,696 78 6,923 80 7,117 81 7,499 82 7,955 83

60–64.................................................... 5,565 75 5,662 76 5,776 77 5,949 78 6,213 78

65–69.................................................... 5,150 73 5,104 74 5,087 74 5,093 75 5,159 76

70–74.................................................... 4,966 70 4,931 70 4,907 70 4,864 71 4,784 72

75 or older............................................. 10,485 66 10,592 66 10,686 67 10,764 68 10,842 68
4.C OASDI: Insured Workers

.

Social Security Bulletin • Annual Statistical Supplement • 2002 169

SOURCES: National Center for Health Statistics and the U.S. Census Bureau, 100 percent data.

CONTACT: Felicitie Bell (410) 965-3020.

Table 4.C6—Period life table, 1999

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

Life

 expectancy

Death

 probability a

Number

 of lives b

Life

 expectancy

Death

 probability a

Number

 of lives b

Life

 expectancy

0........... 0.007725 100,000 73.63 0.006363 100,000 79.22 60 ......... 0.013115 84,217 19.27 0.008081 90,666 22.88

1........... 0.000556 99,228 73.20 0.000467 99,364 78.73 61 ......... 0.014272 83,113 18.52 0.008840 89,934 22.06

2........... 0.000404 99,172 72.24 0.000307 99,317 77.77 62 ......... 0.015648 81,927 17.78 0.009726 89,139 21.25

3........... 0.000304 99,132 71.27 0.000236 99,287 76.79 63 ......... 0.017287 80,645 17.06 0.010761 88,272 20.46

4........... 0.000238 99,102 70.29 0.000191 99,263 75.81 64 ......... 0.019154 79,250 16.35 0.011927 87,322 19.67

5........... 0.000218 99,079 69.30 0.000175 99,244 74.82 65 ......... 0.021241 77,732 15.66 0.013241 86,280 18.90

6........... 0.000209 99,057 68.32 0.000165 99,227 73.84 66 ......... 0.023446 76,081 14.99 0.014635 85,138 18.15

7........... 0.000199 99,036 67.33 0.000156 99,211 72.85 67 ......... 0.025662 74,298 14.33 0.016017 83,892 17.41

8........... 0.000181 99,017 66.35 0.000146 99,195 71.86 68 ......... 0.027831 72,391 13.70 0.017345 82,548 16.69

9........... 0.000155 98,999 65.36 0.000134 99,181 70.87 69 ......... 0.030044 70,376 13.08 0.018691 81,116 15.98

10......... 0.000135 98,983 64.37 0.000124 99,167 69.88 70 ......... 0.032524 68,262 12.46 0.020227 79,600 15.27

11 ......... 0.000140 98,970 63.38 0.000125 99,155 68.89 71 ......... 0.035335 66,042 11.87 0.022009 77,990 14.57

12......... 0.000196 98,956 62.39 0.000145 99,143 67.90 72 ......... 0.038356 63,708 11.28 0.023951 76,274 13.89

13......... 0.000316 98,937 61.40 0.000190 99,128 66.91 73 ......... 0.041597 61,265 10.71 0.026064 74,447 13.22

14......... 0.000483 98,905 60.42 0.000252 99,110 65.92 74 ......... 0.045147 58,716 10.16 0.028418 72,506 12.56

15......... 0.000668 98,858 59.45 0.000324 99,085 64.94 75 ......... 0.049138 56,065 9.61 0.031148 70,446 11.91

16......... 0.000840 98,792 58.49 0.000390 99,052 63.96 76 ......... 0.053668 53,310 9.08 0.034302 68,252 11.28

17......... 0.000992 98,709 57.54 0.000439 99,014 62.98 77 ......... 0.058760 50,449 8.57 0.037840 65,911 10.66

18......... 0.001107 98,611 56.59 0.000461 98,970 62.01 78 ......... 0.064471 47,485 8.08 0.041789 63,416 10.06

19......... 0.001193 98,502 55.65 0.000465 98,925 61.04 79 ......... 0.070846 44,423 7.60 0.046230 60,766 9.48

20......... 0.001278 98,384 54.72 0.000465 98,879 60.07 80 ......... 0.077902 41,276 7.14 0.051327 57,957 8.92

21......... 0.001362 98,258 53.79 0.000471 98,833 59.09 81 ......... 0.085689 38,061 6.70 0.057120 54,982 8.37

22......... 0.001413 98,124 52.86 0.000477 98,786 58.12 82 ......... 0.094278 34,799 6.28 0.063546 51,842 7.85

23......... 0.001426 97,986 51.94 0.000488 98,739 57.15 83 ......... 0.103713 31,519 5.88 0.070628 48,547 7.35

24......... 0.001411 97,846 51.01 0.000501 98,691 56.18 84 ......... 0.114002 28,250 5.50 0.078472 45,119 6.87

25......... 0.001384 97,708 50.08 0.000517 98,641 55.20 85 ......... 0.125143 25,029 5.15 0.087210 41,578 6.41

26......... 0.001364 97,573 49.15 0.000534 98,590 54.23 86 ......... 0.137131 21,897 4.81 0.096955 37,952 5.97

27......... 0.001360 97,440 48.22 0.000555 98,538 53.26 87 ......... 0.149965 18,894 4.50 0.107787 34,272 5.56

28......... 0.001382 97,307 47.28 0.000583 98,483 52.29 88 ......... 0.163648 16,061 4.20 0.119750 30,578 5.17

29......... 0.001425 97,173 46.35 0.000617 98,426 51.32 89 ......... 0.178186 13,432 3.93 0.132855 26,917 4.81

30......... 0.001478 97,034 45.41 0.000655 98,365 50.35 90 ......... 0.193580 11,039 3.67 0.147095 23,341 4.47

31......... 0.001533 96,891 44.48 0.000699 98,301 49.38 91 ......... 0.209827 8,902 3.43 0.162455 19,907 4.15

32......... 0.001597 96,742 43.55 0.000752 98,232 48.42 92 ......... 0.226917 7,034 3.21 0.178905 16,673 3.86

33......... 0.001669 96,588 42.61 0.000816 98,158 47.46 93 ......... 0.244834 5,438 3.01 0.196415 13,690 3.59

34......... 0.001751 96,427 41.68 0.000890 98,078 46.49 94 ......... 0.263553 4,107 2.82 0.214944 11,001 3.35

35......... 0.001848 96,258 40.76 0.000974 97,991 45.53 95 ......... 0.282309 3,024 2.66 0.233745 8,637 3.13

36......... 0.001961 96,080 39.83 0.001062 97,895 44.58 96 ......... 0.300905 2,170 2.50 0.252585 6,618 2.93

37......... 0.002089 95,891 38.91 0.001154 97,791 43.63 97 ......... 0.319135 1,517 2.37 0.271209 4,946 2.75

38......... 0.002233 95,691 37.99 0.001245 97,678 42.68 98 ......... 0.336780 1,033 2.24 0.289344 3,605 2.58

39......... 0.002395 95,477 37.07 0.001340 97,557 41.73 99 ......... 0.353619 685 2.12 0.306705 2,562 2.43

40......... 0.002574 95,249 36.16 0.001445 97,426 40.78 100 ....... 0.371300 443 2.01 0.325107 1,776 2.29

41......... 0.002773 95,004 35.25 0.001562 97,285 39.84 101 ....... 0.389865 278 1.90 0.344614 1,199 2.15

42......... 0.003002 94,740 34.35 0.001687 97,133 38.90 102 ....... 0.409358 170 1.80 0.365290 786 2.02

43......... 0.003263 94,456 33.45 0.001820 96,969 37.97 103 ....... 0.429826 100 1.70 0.387208 499 1.89

44......... 0.003553 94,148 32.56 0.001965 96,793 37.04 104 ....... 0.451318 57 1.60 0.410440 306 1.77

45......... 0.003882 93,813 31.67 0.002128 96,603 36.11 105 ....... 0.473883 31 1.51 0.435067 180 1.66

46......... 0.004234 93,449 30.79 0.002310 96,397 35.18 106 ....... 0.497578 17 1.42 0.461171 102 1.55

47......... 0.004579 93,053 29.92 0.002508 96,174 34.26 107 ....... 0.522456 8 1.34 0.488841 55 1.44

48......... 0.004907 92,627 29.06 0.002722 95,933 33.35 108 ....... 0.548579 4 1.26 0.518171 28 1.34

49......... 0.005237 92,173 28.20 0.002956 95,672 32.44 109 ....... 0.576008 2 1.18 0.549261 14 1.25

50......... 0.005598 91,690 27.35 0.003217 95,389 31.53 110........ 0.604808 1 1.11 0.582217 6 1.16

51......... 0.006021 91,177 26.50 0.003513 95,082 30.63 111........ 0.635049 0 1.04 0.617150 3 1.07

52......... 0.006521 90,628 25.65 0.003848 94,748 29.74 112........ 0.666801 0 0.97 0.654179 1 0.99

53......... 0.007116 90,037 24.82 0.004226 94,384 28.85 113........ 0.700141 0 0.90 0.693430 0 0.91

54......... 0.007798 89,396 23.99 0.004649 93,985 27.97 114........ 0.735148 0 0.84 0.735036 0 0.84

55......... 0.008577 88,699 23.18 0.005128 93,548 27.10 115........ 0.771906 0 0.78 0.771906 0 0.78

56......... 0.009421 87,938 22.37 0.005654 93,068 26.24 116........ 0.810501 0 0.72 0.810501 0 0.72

57......... 0.010293 87,110 21.58 0.006210 92,542 25.38 117........ 0.851026 0 0.67 0.851026 0 0.67

58......... 0.011176 86,213 20.80 0.006789 91,967 24.54 118........ 0.893577 0 0.61 0.893577 0 0.61

59......... 0.012108 85,249 20.03 0.007409 91,343 23.70 119........ 0.938256 0 0.56 0.938256 0 0.56
5.A OASDI Current-Pay Benefits

170 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2001

Type of benefit

All races a

 a. Includes 163,160 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.

 45,874,040 795.70 39,114,800 821.10 4,696,080 662.20 1,900,000 609.90

OASI .......................................................................... 38,961,000 816.80 34,153,620 837.70 3,463,350 679.10 1,230,320 631.40

Retirement benefits .............................................. 32,046,170 831.00 28,480,040 846.60 2,550,650 719.30 935,790 662.20

 Retired workers ................................................. 28,841,820 874.50 25,637,100 890.50 2,326,640 753.50 807,730 718.10

 Spouses of retired workers................................ 2,737,720 443.30 2,499,230 452.70 131,000 363.80 99,140 315.10

 Children of retired workers ................................ 466,630 413.60 343,710 437.70 93,010 364.10 28,920 289.70

Survivor benefits................................................... 6,914,800 751.50 5,673,560 792.90 912,700 567.10 294,530 533.80

 Children of deceased workers........................... 1,890,280 569.70 1,273,400 613.60 431,100 480.50 167,180 466.20

 Widowed mothers and fathers........................... 195,160 618.50 137,460 661.00 32,320 528.00 23,200 494.20

 Nondisabled widow(er)s .................................... 4,624,690 840.80 4,111,080 861.50 407,200 670.70 93,950 668.90

 Disabled widow(er)s .......................................... 202,020 535.20 150,070 555.00 41,760 479.30 9,470 469.80

 Parents of deceased workers............................ 2,650 737.00 1,550 769.00 320 691.00 730 697.80

DI ............................................................................... 6,913,040 676.80 4,961,180 706.90 1,232,730 614.50 669,680 570.50

Disabled workers.................................................. 5,265,190 814.90 3,851,540 839.50 904,290 757.80 471,950 726.90

Spouses of disabled workers ............................... 157,430 206.50 119,100 216.30 19,480 184.80 18,040 166.40

Children of disabled workers................................ 1,490,420 238.50 990,540 250.40 308,960 222.10 179,690 200.30
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 171

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

December 2001

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.................................................................... 28,841,820 874.50 25,637,100 890.50 2,326,640 753.50 807,730 718.10

62–64......................................................................... 2,570,130 806.90 2,250,860 821.30 225,150 735.90 94,040 633.20

62 ............................................................................ 676,780 796.10 590,660 809.20 59,770 740.20 26,330 629.90

63 ............................................................................ 917,770 807.80 805,660 821.90 79,820 735.20 32,260 634.40

64 ............................................................................ 975,580 813.70 854,540 829.10 85,560 733.60 35,450 634.60

65–69......................................................................... 7,408,930 867.90 6,436,530 886.10 685,520 764.60 281,780 704.30

65 ............................................................................ 1,551,180 875.00 1,344,240 892.70 140,940 780.70 65,360 715.70

66 ............................................................................ 1,549,340 862.30 1,342,530 880.80 146,480 757.90 59,510 702.90

67 ............................................................................ 1,494,780 858.80 1,299,070 877.00 138,390 759.10 56,260 685.10

68 ............................................................................ 1,401,030 865.30 1,218,230 884.00 128,850 757.30 52,750 701.60

69 ............................................................................ 1,412,600 878.30 1,232,460 896.50 130,860 767.70 47,900 716.00

70–74......................................................................... 6,636,340 870.60 5,896,120 886.80 534,040 751.20 190,340 716.00

70 ............................................................................ 1,386,660 869.20 1,225,260 886.40 114,720 754.50 44,530 701.00

71 ............................................................................ 1,385,350 864.90 1,229,010 881.80 112,090 748.30 42,010 692.10

72 ............................................................................ 1,300,470 864.00 1,154,220 879.80 105,700 746.60 37,070 720.80

73 ............................................................................ 1,294,600 874.90 1,153,910 890.10 102,250 755.20 34,550 741.10

74 ............................................................................ 1,269,260 880.50 1,133,720 896.40 99,280 751.60 32,180 735.40

75–79......................................................................... 5,471,900 871.20 4,923,730 885.30 403,750 743.10 123,310 741.80

75 ............................................................................ 1,197,870 872.70 1,074,250 887.10 91,630 748.60 27,540 736.20

76 ............................................................................ 1,152,370 884.60 1,034,890 899.50 86,540 752.20 26,720 750.70

77 ............................................................................ 1,118,910 870.10 1,007,690 884.20 82,150 739.60 24,770 743.70

78 ............................................................................ 1,036,500 863.50 936,310 876.80 73,070 736.20 23,380 737.00

79 ............................................................................ 966,250 862.90 870,590 876.40 70,360 736.30 20,900 741.20

80–84......................................................................... 3,751,790 889.00 3,408,190 902.40 257,020 747.50 69,680 762.60

80 ............................................................................ 935,710 862.60 849,300 875.90 64,320 727.00 18,200 733.80

81 ............................................................................ 830,830 862.30 754,050 875.00 56,980 732.30 16,020 738.50

82 ............................................................................ 716,410 877.50 647,380 891.10 52,270 741.60 13,350 753.30

83 ............................................................................ 676,540 919.30 617,040 932.90 44,660 771.00 11,800 776.20

84 ............................................................................ 592,300 947.10 540,420 960.80 38,790 784.80 10,310 847.00

85–89......................................................................... 2,027,770 975.90 1,844,380 990.80 141,470 803.30 33,220 874.70

85 ............................................................................ 523,440 1,005.80 476,530 1,020.90 36,560 832.80 8,230 905.30

86 ............................................................................ 463,360 990.20 422,850 1,004.10 30,400 821.30 7,990 892.90

87 ............................................................................ 409,900 972.60 372,100 988.30 29,270 790.90 6,720 871.40

88 ............................................................................ 343,450 954.60 312,520 969.20 23,910 786.30 5,670 843.20

89 ............................................................................ 287,620 928.80 260,380 943.50 21,330 763.00 4,610 832.00

90–94......................................................................... 769,430 894.90 696,160 910.80 59,000 724.40 12,090 794.60

95 or older.................................................................. 205,530 825.70 181,130 846.90 20,690 651.80 3,270 745.60

Men

Subtotal ................................................................ 14,930,060 984.90 13,332,820 1,005.60 1,111,210 826.00 454,990 773.70

62–64......................................................................... 1,332,710 962.90 1,163,380 989.50 118,470 813.10 50,800 703.40

62 ............................................................................ 344,390 960.30 298,940 986.60 31,590 818.80 13,840 716.00

63 ............................................................................ 476,480 963.60 417,160 989.50 41,700 812.30 17,600 707.90

64 ............................................................................ 511,840 963.90 447,280 991.40 45,180 809.80 19,360 690.30

65–69......................................................................... 4,124,650 1,000.40 3,603,050 1,026.70 353,840 844.10 164,580 765.60

65 ............................................................................ 861,490 1,016.70 749,250 1,043.90 73,440 863.20 38,450 781.50

66 ............................................................................ 864,420 996.20 753,040 1,023.00 75,590 838.90 35,250 762.60

67 ............................................................................ 834,090 988.90 729,070 1,015.00 71,500 837.90 32,900 742.60

68 ............................................................................ 781,990 992.50 684,410 1,018.40 66,060 834.30 30,720 762.90

69 ............................................................................ 782,660 1,007.20 687,280 1,032.40 67,250 845.30 27,260 778.00

70–74......................................................................... 3,628,490 987.20 3,248,160 1,008.00 266,200 825.40 106,380 769.80

70 ............................................................................ 767,080 990.00 682,990 1,012.60 57,690 829.20 25,060 754.90

71 ............................................................................ 765,230 982.20 683,550 1,004.10 57,050 822.10 23,320 742.80

72 ............................................................................ 711,130 977.70 636,830 997.40 52,220 822.20 20,440 779.00

73 ............................................................................ 702,490 991.50 630,820 1,010.80 50,710 831.70 19,450 801.70

74 ............................................................................ 682,560 995.00 613,970 1,015.40 48,530 822.00 18,110 780.80

75–79......................................................................... 2,857,890 965.40 2,588,060 982.30 191,780 804.90 69,140 787.30

75 ............................................................................ 640,420 977.90 578,070 996.00 44,720 814.30 15,690 783.10

76 ............................................................................ 604,110 991.40 546,350 1,009.70 41,470 817.10 14,500 810.20

77 ............................................................................ 580,890 966.10 526,610 982.80 38,650 805.90 13,900 788.00

78 ............................................................................ 536,690 946.50 487,920 962.00 33,940 793.20 13,240 778.10

79 ............................................................................ 495,780 936.90 449,110 952.60 33,000 787.80 11,810 774.10

80–84......................................................................... 1,812,220 951.90 1,657,990 965.70 108,970 798.00 38,320 800.50

80 ............................................................................ 470,900 928.50 430,270 942.60 29,110 776.40 9,900 771.80

81 ............................................................................ 412,400 915.20 376,540 928.40 24,910 769.60 9,360 782.50

82 ............................................................................ 344,400 933.30 313,340 947.10 22,390 790.20 7,350 785.80

83 ............................................................................ 315,140 987.70 289,590 1,001.30 17,980 831.90 6,320 813.20

84 ............................................................................ 269,380 1,030.80 248,250 1,044.00 14,580 859.70 5,390 889.40

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

172 Social Security Bulletin • Annual Statistical Supplement • 2002

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—Continued

85–89......................................................................... 847,870 1,080.60 778,060 1,095.20 49,130 896.00 17,290 939.40

85 ............................................................................ 230,130 1,113.00 211,660 1,128.70 13,440 919.00 4,200 960.30

86 ............................................................................ 198,610 1,100.40 182,640 1,112.80 10,990 930.20 4,140 990.70

87 ............................................................................ 169,630 1,071.60 154,930 1,086.80 10,380 888.10 3,600 934.00

88 ............................................................................ 138,050 1,056.90 127,090 1,071.20 7,670 871.90 2,840 881.90

89 ............................................................................ 111,450 1,021.90 101,740 1,036.40 6,650 833.00 2,510 892.60

90–94......................................................................... 269,660 972.40 244,360 988.30 17,720 793.30 6,840 838.30

95 or older.................................................................. 56,570 906.00 49,760 928.40 5,100 723.70 1,640 791.30

Women

Subtotal ................................................................ 13,911,760 755.90 12,304,280 765.80 1,215,430 687.20 352,740 646.30

62–64......................................................................... 1,237,420 639.00 1,087,480 641.40 106,680 650.20 43,240 550.70

62 ............................................................................ 332,390 626.00 291,720 627.40 28,180 652.00 12,490 534.60

63 ............................................................................ 441,290 639.50 388,500 642.00 38,120 650.90 14,660 546.10

64 ............................................................................ 463,740 647.80 407,260 651.00 40,380 648.30 16,090 567.50

65–69......................................................................... 3,284,280 701.40 2,833,480 707.40 331,680 679.80 117,200 618.20

65 ............................................................................ 689,690 698.00 594,990 702.30 67,500 690.90 26,910 621.70

66 ............................................................................ 684,920 693.30 589,490 699.10 70,890 671.40 24,260 616.30

67 ............................................................................ 660,690 694.40 570,000 700.50 66,890 674.90 23,360 604.10

68 ............................................................................ 619,040 704.50 533,820 711.60 62,790 676.40 22,030 616.10

69 ............................................................................ 629,940 718.00 545,180 725.10 63,610 685.70 20,640 634.10

70–74......................................................................... 3,007,850 729.90 2,647,960 738.10 267,840 677.50 83,960 647.70

70 ............................................................................ 619,580 719.80 542,270 727.40 57,030 679.00 19,470 631.60

71 ............................................................................ 620,120 720.20 545,460 728.40 55,040 671.80 18,690 628.80

72 ............................................................................ 589,340 726.70 517,390 735.20 53,480 672.80 16,630 649.20

73 ............................................................................ 592,110 736.50 523,090 744.60 51,540 680.00 15,100 663.10

74 ............................................................................ 586,700 747.30 519,750 755.80 50,750 684.30 14,070 677.00

75–79......................................................................... 2,614,010 768.30 2,335,670 777.80 211,970 687.20 54,170 683.80

75 ............................................................................ 557,450 751.90 496,180 760.20 46,910 685.90 11,850 674.00

76 ............................................................................ 548,260 766.90 488,540 776.20 45,070 692.50 12,220 680.00

77 ............................................................................ 538,020 766.50 481,080 776.30 43,500 680.70 10,870 687.10

78 ............................................................................ 499,810 774.30 448,390 784.20 39,130 686.70 10,140 683.30

79 ............................................................................ 470,470 784.90 421,480 795.20 37,360 690.80 9,090 698.50

80–84......................................................................... 1,939,570 830.10 1,750,200 842.40 148,050 710.30 31,360 716.20

80 ............................................................................ 464,810 795.80 419,030 807.30 35,210 686.20 8,300 688.50

81 ............................................................................ 418,430 810.20 377,510 821.70 32,070 703.30 6,660 676.70

82 ............................................................................ 372,010 825.70 334,040 838.50 29,880 705.10 6,000 713.60

83 ............................................................................ 361,400 859.70 327,450 872.50 26,680 729.90 5,480 733.60

84 ............................................................................ 322,920 877.30 292,170 890.10 24,210 739.70 4,920 800.50

85–89......................................................................... 1,179,900 900.70 1,066,320 914.50 92,340 754.00 15,930 804.50

85 ............................................................................ 293,310 921.70 264,870 934.70 23,120 782.70 4,030 848.00

86 ............................................................................ 264,750 907.50 240,210 921.40 19,410 759.60 3,850 787.70

87 ............................................................................ 240,270 902.70 217,170 917.90 18,890 737.60 3,120 799.30

88 ............................................................................ 205,400 885.80 185,430 899.20 16,240 745.90 2,830 804.30

89 ............................................................................ 176,170 869.80 158,640 883.80 14,680 731.40 2,100 759.50

90–94......................................................................... 499,770 853.10 451,800 868.80 41,280 694.80 5,250 737.60

95 or older.................................................................. 148,960 795.20 131,370 816.00 15,590 628.20 1,630 699.60

 a. Includes 70,350 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 race, age, and sex, 

December 2001—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

Social Security Bulletin • Annual Statistical Supplement • 2002 173

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

December 2001

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.................................................................... 5,265,190 814.90 3,851,540 839.50 904,290 757.80 471,950 726.90

Under 20 .................................................................... 1,790 353.10 1,230 363.30 350 319.30 210 349.70

20–24......................................................................... 41,970 450.90 28,480 456.60 8,300 432.40 5,190 448.90

20 ............................................................................ 3,050 369.10 2,160 365.60 520 352.30 370 413.80

21 ............................................................................ 5,930 405.90 3,960 416.70 1,270 358.90 700 429.80

22 ............................................................................ 8,720 432.30 6,030 437.20 1,710 416.60 980 429.40

23 ............................................................................ 10,610 467.00 7,080 475.90 2,270 447.10 1,260 453.00

24 ............................................................................ 13,660 487.90 9,250 492.90 2,530 483.10 1,880 470.20

25–29......................................................................... 105,270 534.90 69,120 548.90 20,370 518.80 15,430 493.90

25 ............................................................................ 15,820 497.80 10,700 506.30 2,890 486.30 2,220 470.70

26 ............................................................................ 18,260 518.70 12,290 527.70 3,230 505.80 2,730 493.00

27 ............................................................................ 20,970 533.30 13,350 551.10 4,530 519.00 3,060 477.40

28 ............................................................................ 22,510 544.30 14,500 561.60 4,520 526.90 3,420 495.80

29 ............................................................................ 27,710 560.50 18,280 576.30 5,200 537.70 4,000 518.60

30–34......................................................................... 209,930 613.30 141,490 626.00 37,500 589.10 28,740 584.50

30 ............................................................................ 32,430 581.20 21,730 595.70 5,690 567.40 4,810 535.30

31 ............................................................................ 38,340 594.90 25,970 606.90 6,560 571.90 5,370 568.70

32 ............................................................................ 41,740 608.70 28,260 623.80 7,350 581.40 5,710 569.50

33 ............................................................................ 47,020 624.30 31,740 633.40 8,600 608.10 6,180 602.30

34 ............................................................................ 50,400 641.30 33,790 654.90 9,300 603.10 6,670 628.90

35–39......................................................................... 376,290 677.20 261,300 694.40 67,630 631.40 43,540 647.80

35 ............................................................................ 57,410 652.60 39,110 671.20 10,330 615.70 7,250 613.70

36 ............................................................................ 68,210 662.10 46,860 676.40 12,340 624.70 8,210 635.60

37 ............................................................................ 76,560 681.50 53,290 699.20 14,000 636.40 8,590 648.00

38 ............................................................................ 82,750 686.00 57,640 704.30 14,780 635.10 9,540 657.20

39 ............................................................................ 91,360 692.20 64,400 708.80 16,180 639.00 9,950 673.60

40–44......................................................................... 582,460 738.50 412,270 756.70 107,730 686.10 56,930 709.80

40 ............................................................................ 99,420 712.60 71,000 730.90 17,920 659.00 9,440 685.20

41 ............................................................................ 108,450 724.70 77,060 743.90 19,680 665.90 10,560 701.20

42 ............................................................................ 118,370 738.70 83,080 757.90 22,190 681.10 12,110 712.90

43 ............................................................................ 123,070 746.30 87,010 762.10 23,070 700.20 11,920 724.80

44 ............................................................................ 133,150 761.70 94,120 780.40 24,870 712.90 12,900 718.30

45–49......................................................................... 745,830 798.90 528,830 820.60 137,950 745.30 71,850 742.40

45 ............................................................................ 140,560 779.10 98,280 803.70 26,990 715.30 14,120 730.00

46 ............................................................................ 144,630 787.80 102,270 810.20 27,350 735.30 13,650 731.90

47 ............................................................................ 148,630 797.70 105,580 820.40 26,820 743.10 14,630 735.80

48 ............................................................................ 151,840 811.90 107,420 832.00 28,410 761.90 14,470 758.30

49 ............................................................................ 160,170 814.90 115,280 833.90 28,380 768.90 14,980 754.60

50–54......................................................................... 929,730 849.40 666,340 867.00 165,890 810.70 86,640 785.50

50 ............................................................................ 166,910 832.20 118,770 849.90 30,690 790.40 15,550 776.60

51 ............................................................................ 171,840 835.80 120,870 855.40 32,440 797.80 16,510 765.10

52 ............................................................................ 185,120 846.20 131,370 862.30 34,060 815.30 17,420 778.50

53 ............................................................................ 194,470 859.50 139,570 876.30 33,930 822.80 18,350 799.10

54 ............................................................................ 211,390 867.50 155,760 884.60 34,770 824.10 18,810 803.90

55–59......................................................................... 1,092,250 882.60 824,840 905.00 176,970 830.40 85,840 777.80

55 ............................................................................ 208,030 874.80 154,640 895.40 33,510 829.50 18,490 787.00

56 ............................................................................ 197,790 872.60 145,460 894.60 34,400 830.10 16,970 773.60

57 ............................................................................ 213,610 885.70 162,160 907.50 34,740 832.40 15,940 784.50

58 ............................................................................ 234,590 886.50 179,430 909.10 37,390 831.60 17,090 770.30

59 ............................................................................ 238,230 891.20 183,150 915.30 36,930 828.40 17,350 773.20

60–64......................................................................... 1,179,670 891.30 917,640 917.30 181,600 815.30 77,580 766.70

60 ............................................................................ 234,100 889.30 179,180 913.70 36,900 823.80 17,410 780.40

61 ............................................................................ 237,060 891.90 184,090 917.80 36,670 816.30 15,890 769.40

62 ............................................................................ 239,280 895.60 185,690 921.60 37,280 821.60 15,630 769.30

63 ............................................................................ 238,840 893.40 187,880 918.00 35,940 822.70 14,480 756.80

64 ............................................................................ 230,390 886.30 180,800 915.50 34,810 790.70 14,170 754.10

Men

Subtotal ................................................................ 2,951,850 913.80 2,186,280 949.40 480,440 817.60 261,950 801.60

Under 20 .................................................................... 980 354.70 690 357.30 150 329.90 140 368.40

20–24......................................................................... 24,860 462.40 16,970 467.90 4,690 441.20 3,200 464.30

20 ............................................................................ 1,860 375.30 1,390 376.60 260 335.80 210 415.20

21 ............................................................................ 3,700 417.20 2,550 420.60 700 370.30 450 471.20

22 ............................................................................ 5,140 444.60 3,510 448.90 1,060 423.90 570 456.60

23 ............................................................................ 6,230 476.30 4,260 481.70 1,140 463.70 830 465.50

24 ............................................................................ 7,930 504.70 5,260 516.60 1,530 486.90 1,140 473.60

25–29......................................................................... 59,600 544.50 38,980 559.90 11,540 521.80 8,880 505.50

25 ............................................................................ 9,000 511.70 6,070 524.30 1,560 506.50 1,360 458.70

26 ............................................................................ 10,720 525.20 7,050 537.80 2,050 498.10 1,620 504.90

27 ............................................................................ 11,710 544.00 7,570 560.30 2,510 522.90 1,600 501.20

28 ............................................................................ 12,360 556.70 7,840 572.30 2,540 539.60 1,920 518.50

29 ............................................................................ 15,810 566.90 10,450 586.10 2,880 530.50 2,380 525.10

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

174 Social Security Bulletin • Annual Statistical Supplement • 2002

Men—Continued

30–34......................................................................... 118,360 625.40 78,500 640.70 21,120 596.20 17,240 595.10

30 ............................................................................ 17,960 603.60 11,840 621.30 3,080 577.70 2,900 561.90

31 ............................................................................ 21,250 606.30 14,180 622.00 3,540 579.50 3,220 572.80

32 ............................................................................ 24,090 617.80 16,180 632.00 4,170 593.50 3,480 582.60

33 ............................................................................ 26,250 633.00 17,250 644.00 4,900 614.20 3,730 610.10

34 ............................................................................ 28,810 652.40 19,050 671.10 5,430 603.40 3,910 634.70

35–39......................................................................... 211,920 695.60 145,630 716.90 38,470 638.10 25,480 664.20

35 ............................................................................ 32,090 666.10 21,570 690.10 5,700 614.70 4,350 624.30

36 ............................................................................ 38,350 677.80 25,790 697.20 7,130 627.30 4,960 646.20

37 ............................................................................ 43,320 698.90 30,020 722.00 7,950 644.80 4,990 648.50

38 ............................................................................ 46,540 706.30 31,790 726.30 8,680 648.80 5,550 685.30

39 ............................................................................ 51,620 714.90 36,460 734.50 9,010 645.20 5,630 703.90

40–44......................................................................... 326,770 776.60 230,700 801.70 59,960 704.50 32,640 739.90

40 ............................................................................ 56,090 740.30 40,000 764.60 10,020 670.80 5,360 703.70

41 ............................................................................ 60,460 756.40 42,950 781.10 10,850 684.20 5,960 721.50

42 ............................................................................ 67,130 776.90 46,740 806.10 12,630 695.00 7,180 735.40

43 ............................................................................ 68,770 787.60 48,600 806.60 12,690 729.10 6,800 767.40

44 ............................................................................ 74,320 809.90 52,410 838.20 13,770 731.00 7,340 760.10

45–49......................................................................... 412,250 866.00 294,400 896.40 74,090 779.60 39,590 806.40

45 ............................................................................ 79,130 832.60 54,840 868.40 15,430 738.80 8,140 771.80

46 ............................................................................ 80,050 850.60 56,840 880.60 15,020 770.40 7,430 794.30

47 ............................................................................ 81,860 862.60 58,620 892.80 14,360 778.80 7,800 799.70

48 ............................................................................ 83,080 885.30 59,550 912.90 14,820 800.60 7,890 835.00

49 ............................................................................ 88,130 894.80 64,550 921.90 14,460 811.70 8,330 830.10

50–54......................................................................... 513,250 951.10 371,160 977.50 87,330 875.70 47,900 886.70

50 ............................................................................ 92,010 920.80 65,830 946.60 16,420 845.20 8,650 865.80

51 ............................................................................ 95,290 924.50 68,160 950.60 17,040 849.30 8,750 870.90

52 ............................................................................ 102,030 944.70 72,970 971.00 17,960 875.50 9,720 874.70

53 ............................................................................ 107,340 970.40 77,720 996.70 17,570 898.60 10,310 903.10

54 ............................................................................ 116,580 984.40 86,480 1,010.60 18,340 906.00 10,470 912.00

55–59......................................................................... 604,830 1,027.30 466,170 1,059.10 90,770 928.40 44,880 904.10

55 ............................................................................ 115,080 1,002.70 86,830 1,033.10 17,330 909.40 10,060 903.80

56 ............................................................................ 109,450 1,009.90 81,680 1,044.20 17,980 917.10 9,160 892.60

57 ............................................................................ 118,480 1,029.80 92,060 1,059.10 17,560 937.40 8,370 912.10

58 ............................................................................ 129,030 1,039.60 101,210 1,070.40 18,840 938.00 8,490 903.20

59 ............................................................................ 132,790 1,049.00 104,390 1,081.50 19,060 938.50 8,800 909.90

60–64......................................................................... 679,030 1,047.60 543,080 1,078.10 92,320 940.10 42,000 896.60

60 ............................................................................ 132,340 1,045.00 103,910 1,076.00 18,590 942.90 9,500 909.00

61 ............................................................................ 135,020 1,051.20 107,740 1,081.10 18,600 944.20 8,470 911.20

62 ............................................................................ 138,080 1,053.50 110,100 1,084.10 19,240 943.80 8,350 910.10

63 ............................................................................ 137,770 1,050.60 111,520 1,079.40 18,090 952.10 7,850 875.50

64 ............................................................................ 135,820 1,037.60 109,810 1,069.70 17,800 916.80 7,830 872.60

Women

Subtotal ................................................................ 2,313,340 688.70 1,665,260 695.20 423,850 690.00 210,000 633.80

Under 20 .................................................................... 810 351.10 540 371.00 200 311.30 70 312.10

20–24......................................................................... 17,110 434.00 11,510 439.90 3,610 420.80 1,990 424.00

20 ............................................................................ 1,190 359.60 770 345.60 260 368.80 160 411.90

21 ............................................................................ 2,230 387.10 1,410 409.70 570 344.90 250 355.40

22 ............................................................................ 3,580 414.60 2,520 420.90 650 404.70 410 391.70

23 ............................................................................ 4,380 453.90 2,820 467.10 1,130 430.40 430 428.90

24 ............................................................................ 5,730 464.70 3,990 461.50 1,000 477.40 740 465.00

25–29......................................................................... 45,670 522.50 30,140 534.50 8,830 514.80 6,550 478.20

25 ............................................................................ 6,820 479.60 4,630 482.60 1,330 462.60 860 489.70

26 ............................................................................ 7,540 509.50 5,240 514.10 1,180 519.30 1,110 475.60

27 ............................................................................ 9,260 519.70 5,780 539.00 2,020 514.20 1,460 451.20

28 ............................................................................ 10,150 529.20 6,660 549.00 1,980 510.50 1,500 466.70

29 ............................................................................ 11,900 551.80 7,830 563.30 2,320 546.80 1,620 509.00

30–34......................................................................... 91,570 597.60 62,990 607.60 16,380 580.00 11,500 568.60

30 ............................................................................ 14,470 553.50 9,890 565.10 2,610 555.20 1,910 494.90

31 ............................................................................ 17,090 580.80 11,790 588.70 3,020 563.00 2,150 562.50

32 ............................................................................ 17,650 596.30 12,080 612.80 3,180 565.50 2,230 549.10

33 ............................................................................ 20,770 613.30 14,490 620.90 3,700 600.00 2,450 590.50

34 ............................................................................ 21,590 626.50 14,740 633.90 3,870 602.70 2,760 620.60

35–39......................................................................... 164,370 653.30 115,670 666.00 29,160 622.70 18,060 624.70

35 ............................................................................ 25,320 635.60 17,540 648.10 4,630 616.90 2,900 597.70

36 ............................................................................ 29,860 641.90 21,070 651.00 5,210 621.20 3,250 619.60

37 ............................................................................ 33,240 658.80 23,270 669.80 6,050 625.40 3,600 647.20

38 ............................................................................ 36,210 660.00 25,850 677.20 6,100 615.70 3,990 618.10

39 ............................................................................ 39,740 662.60 27,940 675.10 7,170 631.20 4,320 634.10

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

December 2001—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)

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 175

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—Continued

40–44......................................................................... 255,690 689.90 181,570 699.50 47,770 663.00 24,290 669.50

40 ............................................................................ 43,330 676.80 31,000 687.40 7,900 644.00 4,080 661.00

41 ............................................................................ 47,990 684.80 34,110 697.00 8,830 643.30 4,600 674.80

42 ........................................................................... 51,240 688.70 36,340 695.90 9,560 662.70 4,930 680.00

43 ........................................................................... 54,300 694.10 38,410 705.80 10,380 664.90 5,120 668.20

44 ............................................................................ 58,830 700.80 41,710 707.80 11,100 690.50 5,560 663.20

45–49......................................................................... 333,580 715.90 234,430 725.50 63,860 705.50 32,260 663.80

45 ............................................................................ 61,430 710.20 43,440 721.90 11,560 683.90 5,980 673.20

46 ............................................................................ 64,580 709.90 45,430 722.00 12,330 692.40 6,220 657.40

47 ............................................................................ 66,770 718.20 46,960 730.20 12,460 701.90 6,830 662.80

48 ............................................................................ 68,760 723.20 47,870 731.20 13,590 719.80 6,580 666.30

49 ............................................................................ 72,040 717.10 50,730 722.00 13,920 724.50 6,650 660.10

50–54......................................................................... 416,480 724.10 295,180 728.00 78,560 738.30 38,740 660.40

50 ............................................................................ 74,900 723.40 52,940 729.70 14,270 727.40 6,900 664.80

51 ............................................................................ 76,550 725.40 52,710 732.40 15,400 740.90 7,760 645.70

52 ............................................................................ 83,090 725.10 58,400 726.60 16,100 748.10 7,700 657.10

53 ............................................................................ 87,130 723.00 61,850 724.90 16,360 741.30 8,040 665.80

54 ............................................................................ 94,810 723.70 69,280 727.30 16,430 732.70 8,340 668.20

55–59......................................................................... 487,420 703.10 358,670 704.80 86,200 727.20 40,960 639.30

55 ............................................................................ 92,950 716.50 67,810 719.00 16,180 743.90 8,430 647.70

56 ............................................................................ 88,340 702.50 63,780 703.00 16,420 735.00 7,810 633.90

57 ............................................................................ 95,130 706.20 70,100 708.50 17,180 725.10 7,570 643.40

58 ............................................................................ 105,560 699.40 78,220 700.40 18,550 723.50 8,600 639.10

59 ............................................................................ 105,440 692.60 78,760 695.10 17,870 710.90 8,550 632.50

60–64......................................................................... 500,640 679.30 374,560 684.30 89,280 686.10 35,580 613.40

60 ............................................................................ 101,760 686.80 75,270 689.60 18,310 702.80 7,910 626.00

61 ............................................................................ 102,040 680.90 76,350 687.40 18,070 684.70 7,420 607.50

62 ............................................................................ 101,200 680.00 75,590 684.80 18,040 691.20 7,280 607.80

63 ............................................................................ 101,070 679.20 76,360 682.20 17,850 691.50 6,630 616.30

64 ............................................................................ 94,570 668.90 70,990 677.00 17,010 658.70 6,340 607.80

 a. Includes 37,410 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 race, age, and sex, 

December 2001—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

176 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 5.A1.3—Number and average monthly benefit for spouses, by race, sex, basis of entitlement, age, and 

marital status, December 2001

Basis of entitlement, age, and marital status

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.................................................................... 2,895,150 430.40 2,618,330 441.90 150,480 340.70 117,180 292.20

Wives

Subtotal ................................................................ 2,858,180 432.80 2,594,670 443.70 145,640 343.60 108,980 297.90

Entitlement based on care of children........................ 158,030 232.00 117,360 247.50 21,110 208.60 18,750 163.90

Under 35 ................................................................ 21,580 130.80 15,080 138.90 2,970 110.10 3,380 113.00

35–39 ..................................................................... 25,870 161.10 18,890 169.00 3,220 152.80 3,650 129.60

40–44 ..................................................................... 32,180 209.20 23,500 221.00 4,370 194.80 4,070 160.50

45–49 ..................................................................... 29,000 247.20 21,220 263.00 4,320 218.60 3,350 183.50

50–54 ..................................................................... 21,120 283.80 15,930 299.20 2,680 262.50 2,380 207.80

55–59 .................................................................... 15,330 321.10 12,000 337.10 2,000 284.70 1,280 230.30

60–61 .................................................................... 5,680 356.50 4,550 371.10 820 326.20 300 226.80

62–64 ..................................................................... 7,270 389.40 6,190 401.50 730 339.20 340 274.60

Entitlement based on age .......................................... 2,700,150 444.60 2,477,310 453.00 124,530 366.50 90,230 325.70

62–64 ..................................................................... 319,500 404.20 287,260 414.40 17,120 332.80 14,790 292.50

62......................................................................... 79,620 393.20 71,690 402.00 4,070 319.70 3,740 305.50

63......................................................................... 113,880 401.00 102,400 411.20 6,080 335.90 5,340 281.80

64......................................................................... 126,000 414.10 113,170 425.10 6,970 337.60 5,710 294.00

65–69 ..................................................................... 742,020 443.90 669,420 454.70 39,090 363.70 32,000 322.60

65......................................................................... 145,790 439.50 130,900 450.60 7,510 359.50 7,170 326.50

66 ........................................................................ 150,490 442.40 134,560 454.00 8,410 361.00 7,200 326.50

67......................................................................... 150,780 443.80 135,930 454.00 8,350 377.30 6,170 315.40

68......................................................................... 145,430 446.30 131,560 457.80 7,290 352.30 6,320 320.30

69......................................................................... 149,530 447.50 136,470 457.00 7,530 366.70 5,140 323.00

70–74 ..................................................................... 713,970 447.80 657,000 455.60 32,780 376.40 21,790 325.40

70......................................................................... 148,720 449.20 136,680 457.30 6,730 381.10 4,860 318.80

71......................................................................... 151,050 447.40 138,370 455.80 7,260 377.80 5,000 322.20

72......................................................................... 140,850 447.50 129,500 456.10 6,400 366.10 4,520 325.20

73......................................................................... 138,630 446.00 127,420 453.50 6,570 374.60 4,070 328.60

74......................................................................... 134,720 449.00 125,030 455.30 5,820 382.30 3,340 336.30

75–79 ..................................................................... 531,820 445.50 493,950 451.80 21,680 371.60 14,040 340.10

75......................................................................... 123,000 446.70 113,600 454.20 5,500 369.20 3,430 327.00

76......................................................................... 115,830 445.40 106,940 451.90 5,110 376.60 3,330 346.60

77......................................................................... 107,560 441.10 100,630 446.10 4,040 377.40 2,470 339.80

78......................................................................... 96,880 447.90 90,070 454.00 3,870 372.20 2,450 350.50

79......................................................................... 88,550 446.80 82,710 453.00 3,160 359.40 2,360 339.40

80–84 ..................................................................... 280,350 464.70 264,000 469.70 9,450 378.40 5,660 372.50

85–89 ..................................................................... 92,880 490.80 87,370 496.20 3,480 396.70 1,620 390.40

90–94 ..................................................................... 17,880 479.90 16,740 485.00 800 397.00 300 411.20

95 or older .............................................................. 1,730 456.20 1,570 458.10 130 454.90 30 358.70

Husbands

Subtotal ................................................................ 36,970 242.20 23,660 249.00 4,840 252.30 8,200 216.70

Under 62 ................................................................ 2,110 140.20 1,470 134.60 290 176.90 350 132.90

62–64 ..................................................................... 1,670 206.70 1,130 189.80 260 220.70 280 262.00

65–69 ..................................................................... 8,070 244.30 5,070 250.10 1,080 250.80 1,910 224.80

70–74 ..................................................................... 10,170 256.40 6,250 261.70 1,390 278.30 2,510 231.60

75–79 .................................................................... 7,640 239.10 4,830 252.10 870 253.10 1,810 195.60

80–84 ..................................................................... 3,940 251.50 2,390 271.30 600 252.90 910 204.10

85-89...................................................................... 2,370 268.90 1,810 274.60 230 260.50 290 243.80

90 or older .............................................................. 1,000 278.60 710 297.50 120 189.20 140 257.60

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 177

All spouses of retired workers 

Total.................................................................... 2,737,720 443.30 2,499,230 452.70 131,000 363.80 99,140 315.10

Wives

Subtotal ................................................................ 2,704,820 445.60 2,478,250 454.30 126,860 367.20 91,610 322.80

By basis of entitlement

Entitlement based on care of children........................ 54,280 347.10 42,620 364.60 6,980 314.90 4,510 235.60

Under 35 ................................................................ 1,810 284.60 1,350 301.40 240 248.30 200 231.30

35–39 ..................................................................... 3,880 278.70 2,880 291.00 640 276.00 360 184.70

40–44 ..................................................................... 7,360 327.50 5,530 343.00 1,160 308.70 650 235.30

45–49 ..................................................................... 9,870 343.50 7,720 361.80 1,300 309.70 820 225.70

50–54 ..................................................................... 10,000 345.50 7,780 363.00 1,070 327.70 1,110 244.40

55–59 ..................................................................... 9,830 358.10 7,750 378.30 1,220 309.50 810 242.80

60–61 ..................................................................... 4,740 374.10 3,820 387.90 680 347.40 240 229.80

62–64 ..................................................................... 6,790 397.00 5,790 408.60 670 352.70 320 277.20

Entitlement based on age .......................................... 2,650,540 447.60 2,435,630 455.90 119,880 370.30 87,100 327.30

62–64 ..................................................................... 290,720 416.60 262,150 427.10 15,060 342.50 13,220 295.60

62......................................................................... 68,640 411.90 61,890 421.60 3,470 334.50 3,190 310.90

63......................................................................... 103,450 414.10 93,290 424.90 5,330 343.30 4,770 283.10

64......................................................................... 118,630 421.60 106,970 432.30 6,260 346.30 5,260 297.60

65–69 ..................................................................... 726,170 447.40 656,680 457.90 37,250 368.40 30,800 323.60

65......................................................................... 140,620 445.20 126,620 456.20 7,010 364.30 6,780 328.00

66......................................................................... 146,390 446.90 131,390 458.00 7,870 370.50 6,860 327.00

67......................................................................... 148,020 446.60 133,780 456.50 8,000 379.90 5,920 318.10

68......................................................................... 143,170 448.70 129,680 460.10 7,050 355.90 6,180 320.50

69......................................................................... 147,970 449.40 135,210 458.70 7,320 369.30 5,060 323.30

70–74 ..................................................................... 710,140 448.70 654,060 456.40 32,220 377.60 21,500 325.60

70......................................................................... 147,650 450.20 135,820 458.30 6,610 383.00 4,790 318.70

71......................................................................... 150,070 448.50 137,630 456.80 7,140 379.40 4,890 323.00

72......................................................................... 140,150 448.30 128,960 456.90 6,270 366.60 4,490 325.20

73......................................................................... 138,040 446.50 126,990 454.00 6,460 376.00 4,020 328.50

74......................................................................... 134,230 449.60 124,660 455.80 5,740 382.70 3,310 336.50

75–79 ..................................................................... 530,860 445.80 493,170 452.00 21,560 372.40 13,980 340.40

75......................................................................... 122,630 447.10 113,310 454.50 5,450 370.30 3,400 327.00

76......................................................................... 115,630 445.80 106,780 452.20 5,100 377.20 3,300 348.00

77......................................................................... 107,300 441.40 100,400 446.40 4,010 378.20 2,470 339.80

78......................................................................... 96,790 448.10 90,000 454.10 3,850 372.80 2,450 350.50

79......................................................................... 88,510 446.90 82,680 453.10 3,150 360.50 2,360 339.40

80–84 ..................................................................... 280,190 464.80 263,910 469.80 9,390 379.20 5,650 372.60

85–89 ..................................................................... 92,850 490.90 87,350 496.30 3,470 396.60 1,620 390.40

90–94 ..................................................................... 17,880 479.90 16,740 485.00 800 397.00 300 411.20

95 or older .............................................................. 1,730 456.20 1,570 458.10 130 454.90 30 358.70

By marital status

 Nondivorced wives.................................................... 2,582,870 445.90 2,373,460 454.40 114,290 365.70 87,410 320.80

 Divorced wives.......................................................... 121,950 440.50 104,790 450.70 12,570 380.80 4,200 364.30

Husbands 

Subtotal ................................................................ 32,900 251.60 20,980 260.80 4,140 260.00 7,530 221.70

Table 5.A1.3—Number and average monthly benefit for spouses, by race, sex, basis of entitlement, age, and 

marital status, December 2001—Continued

Basis of entitlement, age, and marital status

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)

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

178 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

All spouses of disabled workers 

Total.................................................................... 157,430 206.50 119,100 216.30 19,480 184.80 18,040 166.40

Wives

Subtotal ................................................................ 153,360 207.60 116,420 217.70 18,780 184.00 17,370 166.60

By basis of entitlement

Entitlement based on care of children........................ 103,750 171.80 74,740 180.80 14,130 156.10 14,240 141.20

Under 35 ................................................................ 19,770 116.70 13,730 123.00 2,730 98.00 3,180 105.60

35–39 ..................................................................... 21,990 140.40 16,010 147.00 2,580 122.20 3,290 123.60

40–44 ..................................................................... 24,820 174.20 17,970 183.50 3,210 153.70 3,420 146.30

45–49 ..................................................................... 19,130 197.50 13,500 206.60 3,020 179.40 2,530 169.80

50–54 ..................................................................... 11,120 228.30 8,150 238.30 1,610 219.20 1,270 175.80

55–59 ..................................................................... 5,500 255.10 4,250 261.90 780 245.90 470 208.70

60–61 ..................................................................... 940 267.80 730 283.00 140 223.00 60 214.80

62–64 ..................................................................... 480 282.20 400 298.70 60 188.20 20 233.50

Entitlement based on age .......................................... 49,610 282.40 41,680 284.00 4,650 268.90 3,130 282.20

62–64 ..................................................................... 28,780 279.00 25,110 281.40 2,060 261.50 1,570 266.70

62......................................................................... 10,980 275.80 9,800 278.70 600 234.10 550 274.10

63......................................................................... 10,430 271.60 9,110 270.60 750 283.60 570 271.00

64......................................................................... 7,370 294.40 6,200 301.60 710 261.30 450 252.20

65–69 ..................................................................... 15,850 285.40 12,740 287.10 1,840 268.30 1,200 296.40

65......................................................................... 5,170 286.10 4,280 284.10 500 292.00 390 300.80

66......................................................................... 4,100 279.20 3,170 285.70 540 221.70 340 317.10

67......................................................................... 2,760 295.00 2,150 297.10 350 316.40 250 251.10

68......................................................................... 2,260 293.40 1,880 298.00 240 247.00 140 311.40

69......................................................................... 1,560 270.80 1,260 267.60 210 276.00 80 302.00

70–74 ..................................................................... 3,830 293.20 2,940 287.10 560 307.30 290 309.80

70......................................................................... 1,070 306.40 860 303.70 120 280.50 70 325.30

71......................................................................... 980 271.20 740 269.80 120 281.80 110 284.10

72......................................................................... 700 284.40 540 268.20 130 341.20 30 329.70

73......................................................................... 590 315.20 430 319.90 110 287.60 50 335.40

74......................................................................... 490 294.30 370 272.50 80 357.60 30 305.20

75 or older .............................................................. 1,150 291.50 890 303.80 190 241.40 70 271.40

By marital status

Nondivorced wives..................................................... 148,500 205.40 112,660 215.80 18,090 180.40 17,000 164.40

Divorced wives........................................................... 4,860 274.70 3,760 274.30 690 279.50 370 267.00

Husbands 

Subtotal ................................................................ 4,070 166.10 2,680 156.40 700 207.00 670 160.70

 a. Includes 9,160 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 race, sex, basis of entitlement, age, and 

marital status, December 2001—Continued

Basis of entitlement, age, and marital status

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

Social Security Bulletin • Annual Statistical Supplement • 2002 179

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

December 2001

Age and type of benefit

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.................................................................... 3,847,330 422.50 2,607,650 452.40 833,070 371.70 375,790 325.40

Under age 18 ............................................................. 2,997,450 390.70 1,945,490 417.50 680,030 349.90 344,330 316.70

 Under 1 ................................................................. 10,110 304.60 6,650 323.70 2,030 273.50 1,410 259.50

 1 ............................................................................ 23,840 290.50 14,860 308.70 5,550 268.00 3,340 248.20

 2 ............................................................................ 36,690 308.90 23,230 324.80 8,220 276.70 5,090 290.80

 3 ............................................................................ 49,350 321.00 31,290 343.40 10,770 287.20 7,080 276.80

 4 ............................................................................ 64,090 321.70 40,450 343.10 14,640 291.00 8,760 277.70

 5 ............................................................................ 77,420 330.70 49,390 350.10 17,460 300.80 10,320 291.20

 6 ............................................................................ 93,700 333.90 59,410 354.30 21,410 299.10 12,530 299.70

 7 ............................................................................ 115,740 344.40 73,390 368.90 27,110 308.00 14,560 290.80

 8 ............................................................................ 137,970 347.60 86,510 370.30 33,560 315.40 17,020 298.10

 9 ............................................................................ 162,800 353.30 102,970 380.00 38,190 313.90 20,410 294.20

10 ........................................................................... 189,580 356.10 118,900 380.60 45,500 324.30 23,340 294.10

11............................................................................ 218,080 371.90 137,790 397.50 51,730 335.70 26,330 306.90

12 ........................................................................... 240,620 377.70 154,780 402.80 55,950 342.50 27,490 304.00

13 ........................................................................... 266,290 389.90 173,300 416.90 60,770 348.70 29,100 312.40

14 ........................................................................... 285,490 402.90 185,760 429.10 64,780 364.60 31,690 322.50

15 ........................................................................... 311,950 420.10 207,620 447.50 68,430 376.30 32,890 333.10

16 ........................................................................... 342,480 443.10 227,960 473.00 75,530 392.10 35,170 352.00

17 ........................................................................... 371,250 457.40 251,230 484.20 78,400 411.60 37,800 369.00

Disabled adult children............................................... 741,870 537.80 587,090 557.30 129,580 470.40 23,170 420.40

18–19 ..................................................................... 12,780 434.80 8,640 467.00 3,100 387.30 900 305.20

20–24 ..................................................................... 56,070 458.90 36,400 477.50 15,280 432.80 3,900 379.50

25–29 ..................................................................... 62,780 502.90 43,780 524.80 15,350 462.60 3,310 387.60

30–34 ..................................................................... 77,420 530.20 56,950 547.00 17,000 491.10 3,190 439.50

35–39 ..................................................................... 102,010 544.70 77,510 565.80 20,680 486.90 3,640 427.80

40–44 ..................................................................... 109,610 558.70 87,480 578.80 19,310 483.10 2,630 444.60

45–49 ..................................................................... 94,310 568.00 77,020 588.40 14,850 481.50 2,270 438.70

50–54 ..................................................................... 72,710 574.50 62,140 590.40 9,140 481.70 1,320 470.10

55–59 ..................................................................... 52,530 569.50 45,970 583.30 5,860 468.30 660 489.70

60–64 ..................................................................... 36,710 561.80 32,320 573.40 3,640 473.60 690 474.90

65–69 ..................................................................... 25,500 527.70 22,760 538.20 2,480 435.60 240 483.40

70–74 ..................................................................... 18,940 500.60 17,190 507.50 1,500 426.10 240 482.50

75–79 ..................................................................... 11,870 475.00 10,960 480.80 790 401.70 120 424.50

80 or older .............................................................. 8,630 445.00 7,970 449.60 600 385.00 60 423.50

Students, aged 18–19................................................ 108,010 512.50 75,070 538.30 23,460 456.20 8,290 424.90

18 ........................................................................... 103,430 512.60 72,360 538.30 22,000 454.10 7,900 425.00

19 ........................................................................... 4,580 510.60 2,710 536.40 1,460 487.80 390 422.90

Children of retired workers

Subtotal ................................................................ 466,630 413.60 343,710 437.70 93,010 364.10 28,920 289.70

Under age 18 ............................................................. 261,260 382.50 173,360 407.60 65,550 354.10 21,810 272.10

Under 1 .................................................................. 470 372.80 330 383.90 110 359.50 30 298.70

 1 ............................................................................ 1,300 367.40 810 386.30 360 350.70 130 296.20

 2 ............................................................................ 1,700 355.20 1,160 362.10 440 351.10 100 293.50

 3 ............................................................................ 2,900 338.80 1,760 358.40 810 323.50 330 271.80

 4 ............................................................................ 3,900 334.40 2,440 358.70 1,070 324.50 370 213.80

 5 ............................................................................ 4,950 354.30 3,110 366.20 1,440 352.90 380 275.50

 6 ............................................................................ 5,550 356.40 3,200 373.70 1,820 356.70 530 250.80

 7 ............................................................................ 7,840 359.90 4,920 370.80 2,290 369.10 610 241.80

 8 ............................................................................ 9,130 345.40 5,860 361.40 2,530 340.10 720 240.70

 9 ............................................................................ 12,590 348.10 7,840 373.20 3,630 330.50 1,110 230.60

10 ........................................................................... 13,920 350.10 9,070 373.40 3,790 329.90 1,000 224.60

11............................................................................ 17,310 364.50 10,990 390.40 4,860 334.60 1,410 268.10

12 ........................................................................... 20,400 359.40 13,440 378.10 5,450 346.00 1,470 237.90

13 ........................................................................... 23,730 368.00 15,780 391.00 5,860 344.40 2,030 259.40

14 ........................................................................... 26,660 373.80 18,030 394.90 6,350 355.30 2,210 254.90

15 ........................................................................... 30,950 385.70 20,620 408.70 7,760 358.40 2,520 283.70

16 ........................................................................... 35,700 421.60 24,410 454.70 8,050 372.00 3,170 297.70

17 ........................................................................... 42,260 428.50 29,590 456.70 8,930 381.80 3,690 318.20

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

180 Social Security Bulletin • Annual Statistical Supplement • 2002

Children of retired workers—Continued

Disabled adult children............................................... 192,450 451.50 160,670 466.60 24,850 382.60 6,490 342.80

18–19 ..................................................................... 1,980 373.60 1,320 418.50 480 303.80 160 246.00

20–24 ..................................................................... 9,410 394.40 6,660 415.00 2,140 352.90 580 301.90

25–29 ..................................................................... 15,330 430.20 11,920 447.00 2,530 388.70 830 320.40

30–34 ..................................................................... 25,500 446.10 21,060 461.50 3,240 368.10 1,150 391.30

35–39 ..................................................................... 40,660 464.10 33,710 479.00 5,510 403.30 1,370 343.70

40–44 ..................................................................... 43,630 466.80 37,420 481.50 5,150 388.50 970 328.20

45–49 ..................................................................... 30,120 457.90 25,880 470.30 3,290 382.80 870 365.60

50–54 ..................................................................... 15,600 446.10 13,680 455.00 1,530 392.30 360 323.00

55–59 ..................................................................... 6,870 441.30 6,140 451.30 620 349.60 100 330.70

60–64 ..................................................................... 2,370 447.80 2,080 456.00 200 402.90 80 393.30

65–69 ..................................................................... 640 389.20 550 393.20 80 377.40 10 262.00

70 or older .............................................................. 340 393.40 250 437.30 80 260.80 10 355.00

Students, aged 18–19................................................ 12,920 477.60 9,680 496.90 2,610 437.20 620 352.90

18 ........................................................................... 12,460 479.00 9,350 498.40 2,490 440.20 610 346.70

19 ........................................................................... 460 437.70 330 451.70 120 374.70 10 730.00

Children of deceased workers

Subtotal ................................................................ 1,890,280 569.70 1,273,400 613.60 431,100 480.50 167,180 466.20

Under age 18 ............................................................. 1,343,590 557.40 849,090 609.40 327,050 467.30 150,930 460.70

Under 1 .................................................................. 2,710 557.40 1,660 644.70 620 406.60 430 437.60

 1 ............................................................................ 6,170 508.20 3,610 572.00 1,540 430.20 1,020 400.20

 2 ............................................................................ 11,910 522.30 6,980 577.50 2,990 423.70 1,940 475.40

 3 ............................................................................ 17,540 524.20 10,560 587.40 4,240 419.10 2,730 441.90

 4 ............................................................................ 23,550 513.50 14,200 572.70 5,860 416.70 3,480 436.00

 5 ............................................................................ 30,260 519.80 18,510 572.40 7,320 429.90 4,420 447.80

 6 ............................................................................ 37,590 516.50 22,760 569.00 9,550 416.60 5,230 472.40

 7 ............................................................................ 48,110 520.70 29,460 578.60 12,270 418.50 6,190 449.90

 8 ............................................................................ 59,620 517.30 35,670 570.80 15,810 432.60 7,730 446.70

 9 ............................................................................ 71,290 520.60 43,840 577.70 17,770 421.00 8,980 444.30

10 ........................................................................... 84,140 521.00 50,420 574.90 22,360 439.40 10,430 439.60

11............................................................................ 98,740 538.10 60,240 591.80 25,270 452.70 11,900 449.60

12 ........................................................................... 109,570 542.40 68,160 595.20 27,300 457.80 12,540 441.10

13 ........................................................................... 122,560 556.20 77,650 608.90 29,980 466.50 12,950 455.70

14 ........................................................................... 133,400 565.00 84,450 615.50 32,440 480.00 14,330 461.60

15 ........................................................................... 146,610 583.90 96,590 630.50 33,650 495.40 14,390 477.00

16 ........................................................................... 163,010 593.00 106,850 641.70 38,330 500.10 15,260 483.40

17 ........................................................................... 176,810 601.70 117,480 644.80 39,750 520.30 16,980 494.40

Disabled adult children............................................... 490,050 595.50 385,450 616.30 91,050 518.90 12,370 505.50

18–19 ..................................................................... 5,940 576.60 4,050 616.30 1,540 498.60 290 451.80

20–24 ..................................................................... 27,060 583.40 16,640 616.50 8,410 532.40 1,720 506.00

25–29 ..................................................................... 32,070 613.50 21,180 648.40 9,290 546.90 1,400 506.10

30–34 ..................................................................... 40,960 626.60 28,070 659.20 11,330 558.50 1,380 523.70

35–39 ..................................................................... 54,910 622.40 39,220 658.90 13,790 533.50 1,830 509.40

40–44 ..................................................................... 64,120 625.50 48,710 657.60 13,730 522.90 1,580 517.80

45–49 ..................................................................... 63,960 620.50 51,010 648.80 11,460 511.60 1,400 484.20

50–54 ..................................................................... 57,070 609.80 48,420 628.80 7,610 499.70 960 525.30

55–59 ..................................................................... 45,660 588.70 39,830 603.60 5,240 482.30 560 518.10

60–64 ..................................................................... 34,340 569.70 30,240 581.50 3,440 477.80 610 485.60

65–69 ..................................................................... 24,860 531.20 22,210 541.80 2,400 437.50 230 493.00

70–74 ..................................................................... 18,730 502.00 17,050 508.10 1,440 432.90 230 488.00

75–79 ..................................................................... 11,790 475.30 10,890 481.00 780 403.70 120 424.50

80 or older .............................................................. 8,580 445.10 7,930 449.50 590 387.20 60 423.50

Students, aged 18–19................................................ 56,640 637.90 38,860 677.00 13,000 543.80 3,880 552.70

18 ........................................................................... 54,050 639.30 37,440 677.70 12,060 541.90 3,660 556.70

19 ........................................................................... 2,590 609.50 1,420 658.00 940 567.50 220 485.60

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

December 2001—Continued

Age and type of benefit

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)

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 181

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 ................................................................ 1,490,420 238.50 990,540 250.40 308,960 222.10 179,690 200.30

Under age 18 ............................................................. 1,392,600 231.30 923,040 242.80 287,430 215.50 171,590 195.60

Under 1 .................................................................. 6,930 201.10 4,660 205.10 1,300 202.70 950 177.60

 1 ............................................................................ 16,370 202.30 10,440 211.60 3,650 191.50 2,190 174.60

 2 ............................................................................ 23,080 195.30 15,090 205.00 4,790 178.10 3,050 173.30

 3 ............................................................................ 28,910 196.00 18,970 206.20 5,720 184.30 4,020 165.00

 4 ............................................................................ 36,640 197.00 23,810 204.60 7,710 190.90 4,910 170.30

 5 ............................................................................ 42,210 192.30 27,770 200.00 8,700 183.50 5,520 166.90

 6 ............................................................................ 50,560 195.70 33,450 206.50 10,040 176.90 6,770 170.20

 7 ............................................................................ 59,790 200.50 39,010 210.30 12,550 188.70 7,760 167.80

 8 ............................................................................ 69,220 201.80 44,980 212.40 15,220 189.50 8,570 168.90

 9 ............................................................................ 78,920 203.00 51,290 212.00 16,790 196.80 10,320 170.40

10 ........................................................................... 91,520 205.40 59,410 216.70 19,350 190.10 11,910 172.50

11............................................................................ 102,030 212.30 66,560 222.80 21,600 199.20 13,020 180.60

12 ........................................................................... 110,650 218.00 73,180 228.30 23,200 205.90 13,480 183.50

13 ........................................................................... 120,000 224.40 79,870 235.30 24,930 207.90 14,120 188.60

14 ........................................................................... 125,430 236.70 83,280 247.40 25,990 222.80 15,150 200.70

15 ........................................................................... 134,390 249.40 90,410 260.90 27,020 233.20 15,980 211.20

16 ........................................................................... 143,770 278.60 96,700 291.30 29,150 255.70 16,740 242.50

17 ........................................................................... 152,180 297.70 104,160 310.90 29,720 275.30 17,130 255.70

Disabled adult children............................................... 59,370 342.20 40,970 358.80 13,680 306.90 4,310 293.10

18–19 ..................................................................... 4,860 286.30 3,270 301.60 1,080 265.50 450 231.90

20–24 ..................................................................... 19,600 317.90 13,100 332.70 4,730 291.80 1,600 271.60

25–29 ..................................................................... 15,380 344.70 10,680 366.40 3,530 293.80 1,080 285.50

30–34 ..................................................................... 10,960 365.50 7,820 374.50 2,430 340.60 660 347.30

35–39 ..................................................................... 6,440 391.30 4,580 406.30 1,380 354.70 440 350.10

40 or older .............................................................. 2,130 405.70 1,520 430.60 530 334.00 80 408.40

Students, aged 18–19................................................ 38,450 339.50 26,530 350.20 7,850 317.40 3,790 306.00

18 ........................................................................... 36,920 338.50 25,570 348.80 7,450 316.50 3,630 305.40

19 ........................................................................... 1,530 365.10 960 385.60 400 334.40 160 317.60

 a. Includes 30,820 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, race, and age, 

December 2001—Continued

Age and type of benefit

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

182 Social Security Bulletin • Annual Statistical Supplement • 2002

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

and marital status, December 2001

Age, sex, and marital status

All races a

 a. Includes 2,180 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 ........................... 195,160 618.50 137,460 661.00 32,320 528.00 23,200 494.20

By age

Under 20 .................................................................... 150 392.30 90 428.10 0 0 60 338.50

20–24......................................................................... 2,550 458.70 1,800 474.10 270 388.50 480 440.30

20 ............................................................................ 240 456.60 170 485.00 0 0 70 387.60

21 ............................................................................ 270 434.10 220 450.10 10 85.00 40 433.30

22 ............................................................................ 550 462.00 330 467.90 70 419.40 150 469.00

23 ............................................................................ 720 479.10 490 503.70 120 410.30 110 444.20

24 ............................................................................ 770 446.50 590 458.90 70 363.40 110 433.20

25–29......................................................................... 9,690 500.00 6,420 534.20 1,600 414.30 1,610 450.70

25 ............................................................................ 1,320 506.50 880 542.40 200 389.80 240 472.00

26 ............................................................................ 1,640 492.10 1,140 527.90 220 377.00 280 436.60

27 ............................................................................ 1,760 500.90 1,170 545.10 300 381.40 280 449.80

28 ............................................................................ 2,210 534.20 1,620 570.40 310 449.70 270 415.00

29 ............................................................................ 2,760 473.60 1,610 489.70 570 435.50 540 466.80

30–34......................................................................... 22,300 535.60 15,320 573.70 3,420 437.20 3,340 465.90

30 ............................................................................ 3,250 531.20 2,250 562.20 550 443.30 430 491.00

31 ............................................................................ 4,100 512.60 2,850 547.60 520 428.80 690 438.00

32 ............................................................................ 4,340 544.60 3,100 579.20 670 426.80 510 487.30

33 ............................................................................ 4,800 528.50 3,250 571.50 740 444.60 760 430.80

34 ............................................................................ 5,810 553.60 3,870 597.20 940 439.80 950 491.40

35–39......................................................................... 38,160 573.90 26,700 619.70 6,070 475.80 4,990 454.40

35 ............................................................................ 6,630 554.50 4,640 590.50 940 456.00 1,020 478.70

36 ............................................................................ 6,580 550.00 4,480 596.00 1,040 474.50 960 423.00

37 ............................................................................ 7,570 574.70 5,340 622.50 1,210 496.60 910 418.80

38 ........................................................................... 8,120 580.40 5,540 629.00 1,490 461.90 1,030 493.90

39 ........................................................................... 9,260 598.30 6,700 645.80 1,390 486.80 1,070 451.60

40–44......................................................................... 44,520 637.90 31,820 684.10 6,930 535.20 5,270 496.20

40 ............................................................................ 8,950 619.00 6,460 661.80 1,310 529.90 1,130 476.90

41 ............................................................................ 8,790 632.60 6,250 675.80 1,310 543.80 1,100 497.30

42 ............................................................................ 9,250 641.10 6,710 690.30 1,500 516.90 950 492.90

43 ............................................................................ 8,890 649.30 6,280 696.40 1,430 540.60 1,040 521.40

44 ............................................................................ 8,640 647.80 6,120 696.50 1,380 546.40 1,050 493.90

45–49......................................................................... 35,830 676.40 25,440 718.30 5,790 581.50 4,060 547.40

45 ............................................................................ 8,530 659.40 5,970 705.20 1,460 550.50 940 546.40

46 ............................................................................ 7,920 677.60 5,720 720.80 1,230 584.00 900 521.10

47 ............................................................................ 6,950 683.30 4,960 725.80 1,100 597.80 800 532.10

48 ............................................................................ 6,640 686.20 4,670 729.40 1,090 589.30 770 561.20

49 ............................................................................ 5,790 680.10 4,120 712.10 910 598.80 650 587.60

50-54.......................................................................... 20,690 676.00 14,350 716.70 3,890 598.80 2,120 539.40

50 ............................................................................ 5,440 658.60 3,800 696.00 970 590.00 570 535.70

51 ............................................................................ 4,440 659.30 2,950 709.50 840 576.60 570 525.10

52 ............................................................................ 3,880 674.00 2,590 723.10 780 605.40 430 476.70

53 ............................................................................ 3,390 692.20 2,400 723.40 640 609.60 310 616.20

54 ............................................................................ 3,540 710.60 2,610 742.50 660 621.90 240 595.60

55-59.......................................................................... 11,200 672.60 8,270 703.50 2,130 591.00 720 556.50

55 ............................................................................ 2,940 673.60 2,240 711.40 420 563.30 240 505.60

56 ............................................................................ 2,230 674.10 1,550 723.40 490 557.40 180 597.00

57 ............................................................................ 2,050 658.40 1,550 685.70 360 561.50 120 569.40

58 ............................................................................ 1,930 691.80 1,420 710.90 410 629.70 100 675.20

59 ............................................................................ 2,050 665.70 1,510 682.50 450 641.70 80 450.60

60-61.......................................................................... 3,880 675.10 2,760 720.10 890 576.40 200 494.90

60 ............................................................................ 2,050 678.30 1,520 719.40 430 581.60 100 468.90

61 ............................................................................ 1,830 671.60 1,240 720.90 460 571.50 100 520.90

62 or older.................................................................. 6,190 649.70 4,490 684.60 1,330 554.90 350 580.50

By sex and marital status

Widowed mothers ...................................................... 185,320 623.30 130,720 666.90 30,460 528.90 22,050 496.20

Mothers ................................................................... 167,630 624.60 116,960 670.60 28,110 527.20 20,590 497.10

Surviving divorced mothers..................................... 17,690 610.40 13,760 635.60 2,350 549.30 1,460 484.10

Widowed fathers ........................................................ 9,840 529.60 6,740 546.60 1,860 513.40 1,150 454.30
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 183

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 race, age, sex, and marital 

status, December 2001

Age and marital status

All races a

 a. Includes 12,460 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)

Total, nondisabled widow(er)s ............................ 4,624,690 840.80 4,111,080 861.50 407,200 670.70 93,950 668.90

 Widows

Subtotal ................................................................ 4,586,220 842.50 4,080,840 863.10 400,970 671.70 92,050 671.10

By age

60–61......................................................................... 125,390 811.50 105,920 833.20 15,590 696.00 3,800 684.20

60 ............................................................................ 50,390 818.60 42,840 839.50 5,950 699.10 1,550 705.20

61 ............................................................................ 75,000 806.70 63,080 828.90 9,640 694.00 2,250 669.80

62–64......................................................................... 309,270 808.60 262,170 832.60 36,540 681.70 10,100 649.20

62 ............................................................................ 92,080 811.80 78,000 836.00 10,920 685.10 3,080 649.40

63 ............................................................................ 106,130 805.80 90,190 830.10 12,350 672.20 3,430 649.00

64 ............................................................................ 111,060 808.50 93,980 832.20 13,270 687.60 3,590 649.20

65–69......................................................................... 672,810 845.30 577,160 871.20 76,180 691.50 17,710 672.40

65 ............................................................................ 130,030 840.70 110,950 867.20 14,840 686.00 3,850 680.20

66 ............................................................................ 133,030 845.20 113,880 870.50 15,430 697.50 3,450 685.10

67 ............................................................................ 135,480 852.60 116,820 875.70 15,130 714.80 3,210 671.10

68 ............................................................................ 132,720 844.40 114,240 871.60 14,870 680.10 3,230 649.70

69 ............................................................................ 141,550 843.60 121,270 870.90 15,910 679.40 3,970 673.30

70–74......................................................................... 770,290 844.70 673,840 868.40 76,920 682.00 17,050 656.80

70 ............................................................................ 137,520 847.10 118,930 872.20 14,980 690.20 3,290 665.10

71 ............................................................................ 148,950 846.00 130,150 869.30 14,950 690.20 3,340 648.60

72 ............................................................................ 151,720 848.00 132,190 873.90 15,300 672.00 3,600 655.90

73 ............................................................................ 160,480 843.70 141,230 866.30 15,700 682.40 3,100 639.00

74 ............................................................................ 171,620 839.80 151,340 861.50 15,990 675.80 3,720 672.40

75–79......................................................................... 912,010 839.70 813,890 860.40 77,890 665.40 17,530 658.20

75 ............................................................................ 176,490 839.30 155,860 860.30 16,430 675.50 3,680 681.60

76 ............................................................................ 177,210 838.20 157,470 859.80 15,840 667.60 3,450 648.10

77 ............................................................................ 187,180 834.40 167,370 855.00 15,580 659.20 3,740 638.20

78 ............................................................................ 183,440 840.30 164,570 860.30 15,020 659.70 3,230 658.20

79 ............................................................................ 187,690 846.40 168,620 866.20 15,020 664.10 3,430 665.10

80–84......................................................................... 826,950 869.50 753,740 887.00 57,520 672.10 12,960 705.00

80 ............................................................................ 192,360 854.60 174,970 871.80 13,890 663.20 2,930 714.40

81 ............................................................................ 182,940 865.50 166,230 884.10 13,050 663.70 3,000 693.40

82 ............................................................................ 161,070 868.50 145,800 886.80 11,920 678.80 2,760 727.70

83 ............................................................................ 152,690 882.20 140,090 898.70 9,850 678.90 2,230 693.20

84 ............................................................................ 137,890 882.70 126,650 899.20 8,810 682.00 2,040 690.90

85–89......................................................................... 573,660 855.60 528,020 871.50 35,970 646.90 8,090 698.20

85 ............................................................................ 133,180 868.80 121,650 887.70 9,190 654.20 2,070 700.90

86 ............................................................................ 125,480 864.20 115,660 878.30 7,650 673.30 1,730 711.70

87 ............................................................................ 115,660 856.90 106,690 871.10 6,970 650.90 1,610 722.00

88 ............................................................................ 105,200 846.90 97,280 862.20 6,220 627.70 1,420 702.20

89 ............................................................................ 94,140 833.50 86,740 850.70 5,940 616.70 1,260 640.40

90–94......................................................................... 293,250 813.60 272,100 827.90 17,140 612.40 3,570 669.40

95 or older.................................................................. 102,590 764.80 94,000 780.70 7,220 576.70 1,240 641.60

By marital status

 Nondisabled widows ................................................. 4,283,060 841.60 3,821,230 862.20 363,600 665.20 86,530 668.80

 Surviving divorced wives (nondisabled).................... 303,160 855.00 259,610 875.70 37,370 734.00 5,520 706.50

 Widowers

 Subtotal ............................................................... 38,470 635.00 30,240 644.70 6,230 610.50 1,900 563.40

60–61......................................................................... 7,850 608.00 6,450 610.40 1,120 607.80 280 552.50

62–64......................................................................... 10,440 691.60 8,460 696.40 1,510 662.40 450 695.90

65–69......................................................................... 7,010 703.60 5,270 721.20 1,340 666.20 370 601.20

70–74......................................................................... 4,020 642.60 2,890 670.10 830 584.20 270 540.00

75–79......................................................................... 3,340 560.60 2,440 586.10 590 505.90 300 468.10

80–84......................................................................... 2,300 543.30 1,750 542.70 440 569.10 100 392.30

85–89......................................................................... 2,080 510.00 1,730 519.50 230 476.60 120 437.70

90 or older.................................................................. 1,430 516.10 1,250 519.60 170 508.40 10 213.00
5.A OASDI Current-Pay Benefits

184 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

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

status, December 2001

Age, sex, and marital status

All races a

 a. Includes 720 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 ...................................... 202,020 535.20 150,070 555.00 41,760 479.30 9,470 469.80

By age

50–54 ........................................................................ 27,570 544.70 19,450 566.50 6,600 489.60 1,380 506.40

50............................................................................ 2,040 542.60 1,370 584.90 530 473.60 120 397.50

51............................................................................ 3,650 546.60 2,370 575.60 1,060 491.50 190 493.40

52............................................................................ 5,440 536.70 3,840 550.10 1,310 487.50 260 600.20

53............................................................................ 6,990 557.10 4,940 572.90 1,750 517.20 300 528.80

54............................................................................ 9,450 540.00 6,930 564.40 1,950 469.40 510 475.80

55–59 ........................................................................ 75,540 533.90 56,610 550.40 14,850 486.80 3,810 472.50

55............................................................................ 10,760 532.30 8,120 545.30 2,060 496.40 530 475.20

56............................................................................ 12,150 541.00 8,980 563.10 2,450 486.60 700 459.90

57............................................................................ 14,760 531.90 10,850 551.00 2,950 488.80 910 446.30

58............................................................................ 17,700 538.80 13,380 548.80 3,350 504.80 920 510.00

59............................................................................ 20,170 527.80 15,280 546.80 4,040 465.70 750 468.30

60–64 ........................................................................ 98,910 533.50 74,010 555.40 20,310 470.50 4,280 455.50

60............................................................................ 21,570 532.70 16,150 558.20 4,470 455.70 910 458.40

61............................................................................ 20,750 536.70 15,330 556.10 4,200 478.80 1,110 476.40

62............................................................................ 19,910 533.10 14,970 555.20 3,990 469.90 890 456.20

63............................................................................ 18,520 532.20 13,900 551.00 3,850 482.50 720 426.50

64............................................................................ 18,160 532.80 13,660 555.80 3,800 467.00 650 447.00

By sex and marital status

 Disabled widows ...................................................... 196,730 539.70 146,570 559.70 40,340 481.70 9,130 473.80

 Widows................................................................. 169,300 539.70 125,780 561.10 35,410 477.80 7,520 472.00

 Surviving divorced wives ...................................... 27,430 539.60 20,790 551.00 4,930 509.90 1,610 482.10

 Disabled widowers ................................................... 5,290 369.80 3,500 356.30 1,420 410.10 340 361.50

Table 5.A1.8—Number and average monthly benefit for parents, by race, age, and sex, December 2001

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......................................................... 2,650 737.00 1,550 769.00 320 691.00 730 697.80

By age 

62–64 ........................................................................ 40 759.30 10 684.00 20 822.00 10 709.00

65–69 ........................................................................ 230 806.40 90 893.00 10 1,051.00 120 739.60

70–74 ........................................................................ 290 779.20 110 755.80 30 1,144.30 130 695.60

75–79 ........................................................................ 530 723.80 320 756.50 20 650.00 180 688.40

80–84 ........................................................................ 520 795.90 310 838.30 70 690.50 140 754.90

85–89 ........................................................................ 400 724.70 240 794.60 50 626.10 110 617.00

90 or older ................................................................. 640 662.10 470 699.90 120 560.10 40 640.80

By sex 

Men ........................................................................... 320 653.60 100 712.60 20 582.00 200 631.20

Women...................................................................... 2,330 748.40 1,450 772.90 300 698.30 530 722.90
 5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 185

 

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

and sex, December 2001

Age 

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)

All retired workers

Total ..................................... 20,574,080 808.40 18,466,080 821.50 1,558,810 704.20 505,560 657.00

62–64............................................ 2,570,130 806.90 2,250,860 821.30 225,150 735.90 94,040 633.20

62 ............................................... 676,780 796.10 590,660 809.20 59,770 740.20 26,330 629.90

63 ............................................... 917,770 807.80 805,660 821.90 79,820 735.20 32,260 634.40

64 ............................................... 975,580 813.70 854,540 829.10 85,560 733.60 35,450 634.60

65–69............................................ 5,125,420 801.60 4,515,890 816.50 437,770 711.40 169,480 640.80

65 ............................................... 1,126,940 819.20 989,010 834.60 94,710 739.00 43,100 643.30

66 ............................................... 1,072,760 799.20 943,140 814.30 93,700 705.90 35,700 647.20

67 ............................................... 1,013,610 788.60 894,470 803.70 85,890 698.10 32,800 617.30

68 ............................................... 946,070 792.30 834,880 807.10 80,580 697.60 29,920 638.90

69 ............................................... 966,040 806.50 854,390 820.60 82,890 713.30 27,960 658.70

70–74............................................ 4,559,930 798.40 4,104,570 811.00 337,400 696.40 106,020 646.80

70 ............................................... 946,340 795.20 847,020 808.50 72,020 699.30 25,900 634.50

71 ............................................... 949,190 792.40 854,070 804.80 69,570 695.00 23,930 639.80

72 ............................................... 891,520 792.00 802,360 804.60 66,380 689.80 19,980 642.60

73 ............................................... 891,230 803.90 804,600 816.00 65,190 700.10 18,280 663.80

74 ............................................... 881,650 809.20 796,520 821.90 64,240 697.50 17,930 661.50

75–79............................................ 3,773,480 801.50 3,434,380 812.80 256,810 688.20 68,850 677.80

75 ............................................... 822,740 800.50 746,850 812.30 57,960 687.90 15,170 664.80

76 ............................................... 806,060 815.30 731,680 827.00 56,220 701.70 15,430 688.40

77 ............................................... 768,280 799.70 700,030 810.80 51,790 685.90 13,700 678.50

78 ............................................... 710,820 794.90 649,160 805.90 46,310 677.60 12,990 674.30

79 ............................................... 665,580 795.40 606,660 805.90 44,530 685.40 11,560 683.50

80–84............................................ 2,557,720 820.10 2,347,700 831.00 160,800 691.50 39,000 706.90

80 ............................................... 641,890 795.70 588,580 806.30 40,680 673.60 10,290 676.90

81 ............................................... 562,150 795.40 515,580 805.90 35,690 677.00 8,630 671.50

82 ............................................... 488,460 809.00 446,480 820.20 32,530 680.80 7,380 700.30

83 ............................................... 463,370 849.30 427,010 859.90 27,660 715.70 6,750 732.40

84 ............................................... 401,850 873.80 370,050 884.70 24,240 729.80 5,950 789.50

85–89............................................ 1,363,230 872.40 1,249,760 884.40 89,540 726.10 19,540 776.80

85 ............................................... 355,020 902.00 325,830 914.10 23,310 754.90 4,660 809.20

86 ............................................... 310,140 884.50 285,980 896.00 18,460 733.80 4,620 781.30

87 ............................................... 270,060 865.10 246,950 878.20 18,220 709.70 4,030 768.10

88 ............................................... 229,320 850.10 210,250 860.90 15,100 719.80 3,400 766.50

89 ............................................... 198,690 836.20 180,750 848.60 14,450 697.30 2,830 741.10

90–94............................................ 506,330 809.20 459,140 824.00 39,010 654.60 7,070 705.50

95 or older..................................... 117,840 744.50 103,780 765.50 12,330 577.50 1,560 655.50

Men

 Subtotal ............................... 10,207,240 901.10 9,181,200 918.00 739,660 765.70 268,800 707.20

62–64............................................ 1,332,710 962.90 1,163,380 989.50 118,470 813.10 50,800 703.40

62 ............................................... 344,390 960.30 298,940 986.60 31,590 818.80 13,840 716.00

63 ............................................... 476,480 963.60 417,160 989.50 41,700 812.30 17,600 707.90

64 ............................................... 511,840 963.90 447,280 991.40 45,180 809.80 19,360 690.30

65–69............................................ 2,745,220 926.40 2,421,830 949.00 228,080 781.30 93,820 697.90

65 ............................................... 602,040 956.20 527,010 981.80 50,320 813.60 24,610 699.30

66 ............................................... 573,270 928.30 504,740 951.60 48,530 777.00 19,820 706.60

67 ............................................... 543,880 910.40 480,580 933.10 44,850 766.50 18,160 667.70

68 ............................................... 508,200 908.10 449,570 929.70 41,810 761.20 16,360 695.00

69 ............................................... 517,830 924.30 459,930 944.00 42,570 783.40 14,870 724.00

70–74............................................ 2,429,160 898.50 2,198,150 914.90 169,310 757.10 56,210 697.00

70 ............................................... 510,940 901.90 459,440 919.60 36,680 763.90 13,970 695.10

71 ............................................... 512,700 894.10 463,370 910.80 35,700 753.80 12,700 690.50

72 ............................................... 476,810 889.50 431,910 905.20 33,130 752.50 10,510 689.20

73 ............................................... 470,920 902.50 427,590 918.00 32,670 759.10 9,540 716.10

74 ............................................... 457,790 904.90 415,840 921.10 31,130 755.60 9,490 697.50

75–79............................................ 1,877,420 870.20 1,717,880 883.20 118,910 734.40 35,430 715.10

75 ............................................... 420,940 884.60 384,450 899.20 27,550 736.60 7,930 707.10

76 ............................................... 404,870 899.10 369,750 913.10 26,300 754.10 7,710 739.80

77 ............................................... 379,140 869.80 347,000 882.30 23,950 739.90 7,170 715.70

78 ............................................... 349,370 849.40 320,840 861.10 20,820 719.40 6,780 709.30

79 ............................................... 323,100 838.20 295,840 849.90 20,290 715.00 5,840 699.60

80–84............................................ 1,146,420 839.50 1,059,360 849.30 64,340 717.00 19,070 723.30

80 ............................................... 303,240 825.80 279,500 836.30 17,790 701.90 5,050 696.60

81 ............................................... 259,710 804.80 239,540 814.80 14,820 684.60 4,490 679.90

82 ............................................... 217,900 818.10 200,630 827.30 13,030 705.50 3,570 720.50

83 ............................................... 199,820 872.80 185,640 881.50 10,360 756.10 3,140 750.30

84 ............................................... 165,750 907.10 154,050 916.00 8,340 776.50 2,820 813.30

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

186 Social Security Bulletin • Annual Statistical Supplement • 2002

Men—Continued

85-89............................................. 505,260 905.50 466,380 915.00 28,260 782.20 9,120 810.60

85 ............................................... 140,670 943.60 130,250 954.00 7,850 805.90 2,140 840.70

86 ............................................... 118,580 924.90 110,140 934.10 6,090 794.90 2,000 833.80

87 ............................................... 98,120 888.10 89,980 897.60 5,870 775.30 1,920 802.50

88 ............................................... 80,730 874.80 74,580 883.00 4,360 768.90 1,600 785.00

89 ............................................... 67,160 854.00 61,430 862.80 4,090 741.80 1,460 773.80

90–94............................................ 146,870 801.00 133,220 811.90 9,800 679.50 3,660 737.50

95 or older..................................... 24,180 726.50 21,000 744.10 2,490 583.00 690 709.40

Women

 Subtotal ............................... 10,366,840 717.10 9,284,880 726.20 819,150 648.60 236,760 600.00

62–64............................................ 1,237,420 639.00 1,087,480 641.40 106,680 650.20 43,240 550.70

62 ............................................... 332,390 626.00 291,720 627.40 28,180 652.00 12,490 534.60

63 ............................................... 441,290 639.50 388,500 642.00 38,120 650.90 14,660 546.10

64 ............................................... 463,740 647.80 407,260 651.00 40,380 648.30 16,090 567.50

65–69............................................ 2,380,200 657.80 2,094,060 663.20 209,690 635.40 75,660 570.10

65 ............................................... 524,900 662.10 462,000 666.60 44,390 654.50 18,490 568.70

66 ............................................... 499,490 651.20 438,400 656.20 45,170 629.50 15,880 573.10

67 ............................................... 469,730 647.60 413,890 653.30 41,040 623.40 14,640 554.70

68 ............................................... 437,870 658.00 385,310 664.00 38,770 628.90 13,560 571.20

69 ............................................... 448,210 670.50 394,460 676.70 40,320 639.30 13,090 584.40

70–74............................................ 2,130,770 684.20 1,906,420 691.20 168,090 635.20 49,810 590.20

70 ............................................... 435,400 669.90 387,580 676.80 35,340 632.10 11,930 563.40

71 ............................................... 436,490 672.80 390,700 679.10 33,870 633.00 11,230 582.40

72 ............................................... 414,710 679.90 370,450 687.20 33,250 627.30 9,470 590.80

73 ............................................... 420,310 693.40 377,010 700.30 32,520 640.90 8,740 606.60

74 ............................................... 423,860 705.70 380,680 713.40 33,110 643.00 8,440 621.00

75–79............................................ 1,896,060 733.50 1,716,500 742.40 137,900 648.40 33,420 638.10

75 ............................................... 401,800 712.30 362,400 720.10 30,410 643.80 7,240 618.60

76 ............................................... 401,190 730.60 361,930 739.10 29,920 655.60 7,720 637.10

77 ............................................... 389,140 731.30 353,030 740.60 27,840 639.50 6,530 637.60

78 ............................................... 361,450 742.20 328,320 751.90 25,490 643.50 6,210 636.20

79 ............................................... 342,480 755.00 310,820 764.10 24,240 660.70 5,720 667.00

80–84............................................ 1,411,300 804.40 1,288,340 815.90 96,460 674.50 19,930 691.30

80 ............................................... 338,650 768.70 309,080 779.30 22,890 651.60 5,240 657.80

81 ............................................... 302,440 787.30 276,040 798.10 20,870 671.60 4,140 662.40

82 ............................................... 270,560 801.60 245,850 814.50 19,500 664.30 3,810 681.40

83 ............................................... 263,550 831.50 241,370 843.20 17,300 691.40 3,610 716.80

84 ............................................... 236,100 850.40 216,000 862.40 15,900 705.20 3,130 768.00

85–89............................................ 857,970 852.90 783,380 866.20 61,280 700.30 10,420 747.20

85 ............................................... 214,350 874.80 195,580 887.50 15,460 729.00 2,520 782.50

86 ............................................... 191,560 859.40 175,840 872.20 12,370 703.80 2,620 741.20

87 ............................................... 171,940 851.90 156,970 867.10 12,350 678.50 2,110 736.70

88 ............................................... 148,590 836.70 135,670 848.80 10,740 699.80 1,800 750.20

89 ............................................... 131,530 827.00 119,320 841.20 10,360 679.70 1,370 706.30

90–94............................................ 359,460 812.60 325,920 828.90 29,210 646.20 3,410 671.20

95 or older..................................... 93,660 749.20 82,780 770.90 9,840 576.10 870 612.80

 All disabled workers

Total .................................. 35,410 976.70 28,920 1015.00 4,600 854.90 1,890 687.80

62.................................................. 3,830 1,017.90 3,190 1,057.50 450 898.40 190 637.60

63.................................................. 11,750 1,003.20 9,660 1,038.50 1,510 883.50 580 726.80

64.................................................. 19,830 953.00 16,070 992.40 2,640 831.00 1,120 676.10

Men

 Subtotal ............................... 22,620 1,112.80 19,040 1,152.90 2,360 978.40 1,220 746.70

62.................................................. 2,490 1,144.90 2,140 1,186.00 250 979.20 100 680.10

63.................................................. 7,540 1,144.70 6,420 1,178.90 790 1,014.70 330 792.50

64.................................................. 12,590 1,087.30 10,480 1,130.20 1,320 956.50 790 736.00

Women

 Subtotal ............................... 12,790 736.10 9,880 749.20 2,240 724.70 670 580.50

62.................................................. 1,340 782.00 1,050 795.50 200 797.30 90 590.30

63.................................................. 4,210 749.80 3,240 760.50 720 739.60 250 640.00

64.................................................. 7,240 719.70 5,590 734.00 1,320 705.60 330 532.70

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

and sex, December 2001—Continued

Age 

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)

See footnotes at end of table.
 5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 187

All spouses

Total .................................. 2,218,340 421.90 2,051,210 429.00 95,570 347.10 65,670 312.10

Wives

Subtotal ................................. 2,207,940 422.80 2,043,730 429.80 94,120 348.90 64,210 314.30

By age

62–64............................................ 316,960 404.70 285,140 414.80 16,890 332.90 14,600 292.60

62 ............................................... 78,670 393.80 70,900 402.70 3,970 320.20 3,680 305.80

63 ............................................... 112,980 401.30 101,620 411.40 6,050 335.30 5,250 281.70

64 ............................................... 125,310 414.60 112,620 425.50 6,870 338.10 5,670 294.00

65–69............................................ 627,720 428.70 571,330 438.00 31,460 349.60 23,560 315.10

65 ............................................... 131,490 431.00 118,670 441.50 6,510 350.90 6,130 316.70

66 ............................................... 129,560 430.30 116,880 440.50 7,020 347.80 5,380 321.30

67 ............................................... 124,900 426.50 113,650 434.90 6,510 363.20 4,420 309.40

68 ............................................... 119,100 426.70 108,940 436.20 5,620 335.00 4,310 311.80

69 ............................................... 122,670 428.90 113,190 436.70 5,800 349.10 3,320 313.90

70–74............................................ 581,050 428.00 541,620 434.10 23,960 361.00 13,650 314.00

70 ............................................... 122,050 430.70 113,520 437.20 5,000 369.40 3,200 304.80

71 ............................................... 124,200 428.80 115,230 435.00 5,530 367.30 3,140 315.00

72 ............................................... 114,440 426.80 106,360 433.70 4,720 349.80 2,990 314.20

73 ............................................... 112,230 426.60 104,680 432.30 4,620 357.60 2,480 317.90

74 ............................................... 108,130 426.90 101,830 431.80 4,090 358.80 1,840 322.50

75–79............................................ 409,190 417.30 384,970 422.00 14,320 345.80 8,470 331.60

75 ............................................... 96,160 421.10 89,800 427.00 3,800 348.10 2,230 314.80

76 ............................................... 89,520 419.00 84,130 423.50 3,220 353.80 1,860 343.70

77 ............................................... 82,850 411.90 78,210 415.70 2,910 351.80 1,440 328.30

78 ............................................... 73,320 415.90 69,080 420.90 2,360 332.10 1,550 328.10

79 ............................................... 67,340 417.80 63,750 421.80 2,030 336.40 1,390 349.80

80–84............................................ 203,770 429.80 194,610 433.10 5,320 354.30 3,050 347.30

85–89............................................ 59,220 424.20 56,570 427.30 1,750 342.10 760 378.20

90–94............................................ 9,440 393.20 8,950 396.70 390 319.30 100 361.80

95 or older..................................... 590 388.10 540 386.40 30 373.00 20 456.50

By type of benefit

Wives of retired workers ............... 2,164,650 425.70 2,007,100 432.60 90,300 352.70 61,500 315.80

Wives of disabled workers ............ 43,290 274.90 36,630 276.40 3,820 259.00 2,710 279.20

Husbands

Subtotal ................................. 10,400 226.40 7,480 228.00 1,450 227.60 1,460 217.60

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

and sex, December 2001—Continued

Age 

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)

See footnotes at end of table.
5.A OASDI Current-Pay Benefits

188 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

All nondisabled widow(er)s

Total .................................. 2,685,190 768.20 2,341,410 787.40 279,800 638.00 57,610 628.20

60–64 ........................................... 454,330 801.90 384,150 824.70 54,950 682.30 14,670 657.10

60 ............................................... 53,540 806.60 45,490 826.40 6,340 693.10 1,660 699.90

61 ............................................... 79,700 794.70 66,880 816.30 10,370 688.20 2,420 658.30

62 ............................................... 95,870 806.40 81,080 829.80 11,420 684.70 3,290 653.10

63 ............................................... 109,620 803.00 93,070 826.80 12,830 672.90 3,560 647.90

64 ............................................... 115,600 799.80 97,630 823.20 13,990 679.80 3,740 649.80

65–69 ........................................... 559,580 815.90 478,490 840.40 64,990 674.50 14,610 648.30

65 ............................................... 119,460 826.70 101,810 852.90 13,730 675.50 3,550 663.40

66 ............................................... 115,340 819.60 98,590 843.70 13,470 682.20 3,050 655.20

67 ............................................... 111,390 817.20 95,430 839.70 13,010 690.70 2,670 644.00

68 ............................................... 105,710 810.20 90,630 834.90 12,270 664.90 2,510 634.20

69 ............................................... 107,680 804.00 92,030 829.10 12,510 657.90 2,830 638.80

70–74 ........................................... 516,310 790.30 447,890 812.20 56,150 649.10 10,640 624.80

70 ............................................... 100,270 801.80 86,340 824.60 11,370 660.70 2,290 650.00

71 ............................................... 104,330 797.80 90,530 819.50 11,250 660.80 2,170 624.00

72 ............................................... 102,070 791.80 87,960 815.90 11,450 640.90 2,260 621.20

73 ............................................... 103,410 784.50 90,170 805.80 11,080 647.90 1,860 587.70

74 ............................................... 106,230 776.30 92,890 796.40 11,000 634.90 2,060 635.30

75–79 ........................................... 497,320 751.80 438,010 770.80 49,300 609.20 8,600 606.70

75 ............................................... 105,070 765.10 91,470 784.70 11,270 627.10 1,960 651.40

76 ............................................... 101,030 759.80 88,870 778.90 10,090 619.50 1,820 612.60

77 ............................................... 101,440 748.50 89,590 768.30 9,690 594.30 1,910 601.30

78 ............................................... 96,260 744.80 85,280 762.40 9,280 608.00 1,390 576.70

79 ............................................... 93,520 739.10 82,800 757.90 8,970 592.40 1,520 575.90

80–84 ........................................... 355,830 728.10 319,870 743.60 29,860 585.00 5,200 595.70

85–89 ........................................... 191,410 668.00 172,400 682.10 15,970 537.70 2,760 541.20

90–94 ........................................... 84,860 663.20 77,480 674.80 6,450 541.20 850 537.80

95 or older..................................... 25,550 658.40 23,120 669.90 2,130 545.90 280 580.50

 a. Includes 6,370 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. 

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

and sex, December 2001—Continued

Age 

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

Social Security Bulletin • Annual Statistical Supplement • 2002 189

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, December 1940–2001, 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

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
5.A OASDI Current-Pay Benefits

190 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2001

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............................................. 45,874 66

OASI .................................................................. 38,961 71

Retired workers.............................................. 28,842 74

Spouses ......................................................... 2,738 72

Children of retired workers............................. 467 24

Under age 18............................................ 261 13

Disabled, aged 18 or older ....................... 192 40

Students, aged 18–19............................... 13 18

Children of deceased workers........................ 1,890 21

Under age 18............................................ 1,344 12

Disabled, aged 18 or older ....................... 490 47

Students, aged 18–19............................... 57 18

Nondisabled widow(er)s................................. 4,625 77

Widowed mothers and fathers ....................... 195 43

Disabled widow(er)s....................................... 202 59

Parents of deceased workers......................... 3 82

DI ....................................................................... 6,913 43

Disabled workers............................................ 5,265 51

Spouses ......................................................... 157 49

Children.......................................................... 1,490 12

Under age 18............................................ 1,393 12

Disabled, adult children ............................ 59 27

Students, aged 18–19...... 38 18

Table 5.A6—Number and average monthly benefit, by 

type of benefit, race, and sex, December 2001

Type of benefit All races a

a. Includes 163,160 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 ................... 45,874 39,115 4,696 1,900

Men .......................................... 17,973 15,583 1,606 729

Women..................................... 24,054 20,924 2,257 795

Children.................................... 3,847 2,608 833 376

Under age 18........................ 2,997 1,945 680 344

Disabled, aged 18 or older ... 742 587 130 23

Students, aged 18–19........... 108 75 23 8

Retired workers and their 

spouses and children ............... 32,046 28,480 2,551 936

Retired workers .................... 28,842 25,637 2,327 808

Wives and husbands ............ 2,738 2,499 131 99

Children ................................ 467 344 93 29

Disabled workers and their 

spouses and children ............... 6,913 4,961 1,233 670

Disabled workers .................. 5,265 3,852 904 472

Wives and husbands ............ 157 119 19 18

Children ................................ 1,490 991 309 180

Survivors of deceased workers 6,915 5,674 913 295

Nondisabled widow(er)s ....... 4,625 4,111 407 94

Disabled widow(er)s ............. 202 150 42 9

Widowed mothers and 

fathers................................... 195 137 32 23

Children ................................ 1,890 1,273 431 167

Parents ................................. 3 2 d

d. Fewer than 500 beneficiaries.

 1

Average monthly benefit (dollars)

Retired workers ........................ 874.50 890.50 753.50 718.10

Men....................................... 984.90 1,005.60 826.00 773.70

Women ................................. 755.90 765.80 687.20 646.30

Disabled workers...................... 814.90 839.50 757.80 726.90

Men....................................... 913.80 949.40 817.60 801.60

Women ................................. 688.70 695.20 690.00 633.80

Widowed mothers and fathers.. 618.50 661.00 528.00 494.20

Nondisabled widow(er)s........... 840.80 861.50 670.70 668.90

Surviving children..................... 569.70 613.60 480.50 466.20
 5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 191

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.A7—Number and average monthly benefit for women, by type of benefit and race, December 2001 

Type of benefit and basis of entitlement

All races a 

 a. Includes 78 persons of unknown race. In years prior to 1993, persons of unknown race were included with White.

White Black Other

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 b .....................................................................................

 b. Includes special age-72 beneficiaries and parents; excludes adults receiving benefits because of a childhood disability.

24,054 724.80 20,924 737.10 2,257 657.00 795 592.00

Workers............................................................................................ 16,225 746.30 13,970 757.40 1,639 687.90 563 641.60

Retired.......................................................................................... 13,912 755.90 12,304 765.80 1215 687.20 353 646.30

Full benefit ................................................................................ 3,545 869.30 3,019 887.70 396 766.90 116 740.90

Reduced benefit........................................................................ 10,367 717.10 9,285 726.20 819 648.60 237 600.00

Disabled ....................................................................................... 2,313 688.70 1,665 695.20 424 690.00 210 633.80

Wives of retired and disabled workers ............................................. 2,858 432.80 2,595 443.70 146 343.60 109 297.90

Entitlement based on care of children .......................................... 158 232.00 117 247.50 21 208.60 19 163.90

Husband retired ........................................................................ 54 347.10 43 364.60 7 314.90 5 235.60

Husband disabled..................................................................... 104 171.80 75 180.80 14 156.10 14 141.20

Entitlement based on age............................................................. 2,700 444.60 2,477 453.00 125 366.50 90 325.70

Husband retired ........................................................................ 2,651 447.60 2,436 455.90 120 370.30 87 327.30

Full benefit ............................................................................ 484 546.00 427 565.80 29 424.50 25 355.10

Reduced benefit.................................................................... 2,167 425.70 2,009 432.50 90 352.70 62 315.80

Husband disabled..................................................................... 50 282.40 42 284.00 5 268.90 3 282.20

Widows............................................................................................. 4,968 822.40 4,358 847.00 472 646.20 123 625.20

Entitlement based on care of children .......................................... 185 623.30 131 666.90 30 528.90 22 496.20

Nondisabled, aged 60 or older ..................................................... 4,586 842.50 4,081 863.10 401 671.70 92 671.10

Disabled, aged 50–64 .................................................................. 197 539.70 147 559.70 40 481.70 9 473.80

All women aged 65 or older

Total c .....................................................................................

 c. Excludes parents, special age-72 beneficiaries, and adults 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.

19,207 745.00 17,120 756.10 1,565 664.10 463 608.60

Entitled as worker............................................................................. 12,674 767.30 11,217 777.80 1,109 690.70 310 659.70

Worker only .................................................................................. 7,064 738.20 6,037 752.40 776 659.40 231 637.00

Dually entitled............................................................................... 5,611 804.00 5,180 807.50 333 763.60 79 726.30

Wife’s benefit ............................................................................ 2,254 522.40 2,132 524.90 81 468.20 35 495.20

Widow’s benefit......................................................................... 3,356 993.10 3,049 1,005.20 252 858.40 43 913.30

Entitled as wife or widow only .......................................................... 6,532 701.70 5,903 714.70 456 599.40 154 505.80

Wife’s benefit................................................................................ 2,381 450.00 2,190 458.00 107 371.90 75 332.20

Widow’s benefit ............................................................................ 4,152 846.00 3,713 866.10 349 669.50 78 673.30

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, December 2001

Type of benefit and sex Number

Average primary insurance amount

(dollars)

Average monthly benefit

(dollars)

All beneficiaries ...................................................................... 134,900 533.68 608.00

Retired workers................................................................................ 121,290 531.01 633.13

Men .............................................................................................. 27,447 515.40 456.81

Women......................................................................................... 93,843 535.58 684.70

Wives and husbands of retired workers........................................... 4,047 516.48 210.21

Children of retired workers............................................................... 532 521.90 208.18

Disabled workers ............................................................................. 13 526.78 525.23

Wives, husbands, and children of disabled workers........................ 6 508.95 135.67

Nondisabled widow(er)s................................................................... 7,489 577.65 486.94

Disabled widow(er)s......................................................................... 240 575.44 362.73

Widowed mothers and fathers ......................................................... 46 572.03 371.04

Children of deceased workers ......................................................... 1,237 581.03 409.23
5.A OASDI Current-Pay Benefits

192 Social Security Bulletin • Annual Statistical Supplement • 2002

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 type of benefit, age, and 

sex, December 2001

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 39,097 persons aged 100 or older— 5,553 men and 33,544 women.

Number (thousands)

All beneficiaries

Total ............................................ 37,608 673 4,009 8,865 8,154 6,939 4,872 2,701 1,083 311

Retired workersc ...................................

 c. Includes special age-72 beneficiaries.

28,842 . . . 2,570 7,409 6,636 5,472 3,752 2,028 769 206

Widows, widowers, parents,

and mothers and fathers .................... 4,736 179 382 681 775 916 830 576 295 103

Wives and husbands.............................. 2,748 6 328 750 724 539 284 95 19 2

Disabled workers ................................... 1,180 471 709 . . . . . . . . . . . . . . . . . . . . .

Disabled childrend .................................

 d. Includes adults receiving benefits because of a childhood disability.

102 16 21 26 19 12 6 2 e

 e. Fewer than 500 beneficiaries.

e

Men

Subtotal .......................................... 15,733 285 1,768 4,152 3,652 2,874 1,821 853 272 57

Retired workers c ................................... 14,930 . . . 1,333 4,125 3,628 2,858 1,812 848 270 57

Widowers, parents, and fathers ............. 41 9 11 7 4 3 2 2 1 e

Husbands............................................... 35 d 2 8 10 8 4 2 1 e

Disabled workers ................................... 679 267 412 . . . . . . . . . . . . . . . . . . . . .

Disabled children d................................. 48 8 11 13 9 5 2 1 e e

Women

Subtotal .......................................... 21,874 388 2,241 4,713 4,503 4,066 3,051 1,848 811 254

Retired workers c ................................... 13,912 . . . 1,237 3,284 3,008 2,614 1,940 1,180 500 149

Widows, parents, and mothers ............. 4,695 170 370 673 771 913 828 574 294 103

Wives ..................................................... 2,713 6 327 742 714 532 280 93 18 2

Disabled workers ................................... 501 204 297 . . . . . . . . . . . . . . . . . . . . .

Disabled children d................................. 54 8 10 13 10 7 4 2 e e

Average monthly benefit (dollars)

All beneficiaries

Total .............................................. 837.30 836.60 783.30 829.00 829.40 832.90 860.00 932.20 864.90 802.70

Retired workers c ................................... 874.50 . . . 806.90 867.90 870.60 871.20 889.00 975.90 894.90 825.60

Widows, widowers, parents,

and mothers and fathers .................... 833.90 734.30 762.30 843.70 843.60 838.60 868.50 854.20 812.30 763.80

Wives and husbands.............................. 441.80 353.70 402.90 441.80 445.10 442.60 461.80 485.30 470.50 444.90

Disabled workers ................................... 891.30 890.60 891.80 . . . . . . . . . . . . . . . . . . . . .

Disabled children d................................. 521.80 570.50 555.00 527.70 500.60 475.00 457.60 418.90 e e

Men

Subtotal......................................... 983.70 1,019.00 977.40 997.00 983.60 962.20 949.30 1,076.50 967.90 903.00

Retired workers c ................................... 984.90 . . . 962.90 1,000.40 987.20 965.40 951.90 1,080.60 972.40 906.00

Widowers, parents, and fathers ............. 621.50 577.50 665.30 704.00 643.30 557.90 545.10 512.20 528.60 e

Husbands............................................... 248.20 e 206.70 244.30 256.40 239.10 250.70 268.90 280.00 e

Disabled workers ................................... 1,047.60 1,048.10 1,047.30 . . . . . . . . . . . . . . . . . . . . .

Disabled children d................................. 526.30 576.00 553.50 525.20 498.80 481.00 448.60 438.40 e e

Women

Subtotal......................................... 732.00 702.50 630.20 680.90 704.30 741.60 806.80 865.60 830.40 780.20

Retired workers c ................................... 755.90 . . . 639.00 701.40 729.90 768.30 830.10 900.70 853.10 795.10

Widows, parents, and mothers .............. 835.80 742.80 765.30 845.20 844.70 839.70 869.50 855.50 813.50 764.30

Wives ..................................................... 444.30 356.50 403.90 443.90 447.80 445.50 464.70 490.80 479.90 456.20

Disabled workers ................................... 679.30 683.90 676.20 . . . . . . . . . . . . . . . . . . . . .

Disabled children d................................. 517.70 564.80 556.70 530.10 502.20 471.10 462.50 410.50 e e
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 193

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1995, 2000, and 2001 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 type of benefit and dual 

entitlement status, December 1960–2001, selected years 

Basis of entitlement and 

type of benefit 1960 1970 1975 1980 1985 1990 1995 2000 2001

Number (thousands)

All women, 62 or older a .....

 a. Excludes special age-72 beneficiaries and adults receiving benefits because of a childhood disability.

6,619 11,374 14,010 16,350 18,412 19,954 20,888 21,381 21,442

Entitled as worker b ......................

 b. Includes disabled workers.

2,866 5,753 7,586 9,304 10,805 12,037 12,974 14,013 14,205

Worker only .............................. 2,563 4,786 5,926 6,710 7,096 7,359 7,554 8,117 8,244

Dually entitled c ........................

 c. Includes parents.

303 967 1,660 2,594 3,709 4,678 5,420 5,896 5,962

Wife’s benefit........................ 159 388 617 1,016 1,594 2,077 2,398 2,568 2,584

Widow’s benefit .................... 141 574 1,039 1,575 2,112 2,600 3,022 3,327 3,377

Entitled as wife or widow only c ... 3,753 5,621 6,424 7,046 7,607 7,917 7,914 7,368 7,237

Wife’s benefit............................ 2,174 2,546 2,745 2,884 3,018 3,059 2,985 2,768 2,711

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 4,524

Percentage distribution

All women, 62 or older a .... 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.00 100.0

Entitled as worker b ..................... 43.3 50.6 54.1 56.9 58.7 60.3 62.1 65.5 66.2

Worker only .............................. 38.7 42.1 42.3 41.0 38.5 36.9 36.2 38.0 38.4

Dually entitled c ....................... 4.6 8.5 11.8 15.9 20.1 23.4 25.9 27.6 27.8

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 15.8

Entitled as wife or widow only c ... 56.7 49.4 45.9 43.1 41.3 39.7 37.9 34.5 33.8

Wife’s benefit............................ 32.8 22.4 19.6 17.6 16.4 15.3 14.3 12.9 12.6

Widow’s benefit d ..................... 23.4 26.8 26.1 25.4 24.9 24.3 23.6 21.5 21.1

Table 5.A15—Number and average monthly benefit for women aged 65 or older, by age, type of benefit, and dual 

entitlement status, December 2001

Basis of entitlement and type of benefit

Total,

65 or older 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 adults receiving benefits because of a childhood disability. 

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

19,206,550 4,699,110 4,492,110 4,057,840 3,046,870 1,846,440 1,064,180

Entitled as worker .................................................... 12,674,340 3,284,280 3,007,850 2,614,010 1,939,570 1,179,900 648,730

Worker only .......................................................... 7,063,820 2,175,720 1,743,400 1,337,420 879,790 593,600 333,890

Dually entitled....................................................... 5,610,520 1,108,560 1,264,450 1,276,590 1,059,780 586,300 314,840

Wife’s benefit.................................................... 2,254,370 800,390 687,230 470,050 227,840 58,290 10,570

Widow’s benefit ................................................ 3,356,150 308,170 577,220 806,540 831,940 528,010 304,270

Entitled as wife or widow only.................................. 6,532,210 1,414,830 1,484,260 1,443,830 1,107,300 666,540 415,450

Wife’s benefit........................................................ 2,380,650 742,020 713,970 531,820 280,350 92,880 19,610

Widow’s benefit .................................................... 4,151,560 672,810 770,290 912,010 826,950 573,660 395,840

Average monthly benefit (dollars)

All women, 65 or older a ................................ 745.00 681.30 704.70 742.00 807.20 866.00 818.70

Entitled as worker .................................................... 767.30 701.40 729.90 768.30 830.10 900.70 839.80

Worker only .......................................................... 738.20 720.30 721.50 721.20 740.70 857.00 791.70

Dually entitled....................................................... 804.00 664.30 741.50 817.60 904.40 944.90 890.90

Wife’s benefit.................................................... 522.40 532.60 518.50 507.40 520.40 552.00 547.80

Widow’s benefit ................................................ 993.10 1,006.30 1,006.90 998.40 1,009.60 988.30 902.80

Entitled as wife or widow only.................................. 701.70 634.80 653.80 694.50 767.00 804.70 785.70

Wife’s benefit........................................................ 450.00 443.90 447.80 445.50 464.70 490.80 477.90

Widow’s benefit .................................................... 846.00 845.30 844.70 839.70 869.50 855.60 801.00
5.A OASDI Current-Pay Benefits

.

194 Social Security Bulletin • Annual Statistical Supplement • 2002

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 type of benefit, sex, and age, 

December 2001

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 108,983 student beneficiaries aged 18–19.

42,775 5,840 4,009 32,926 824.69 745.59 783.15 843.78

Retired workers.................................................. 28,837 . . . 2,570 26,267 874.44 . . . 806.87 881.05

Disabled workers ............................................... 5,274 4,565 709 . . . 814.46 802.63 890.68 . . .

Wives and husbands of retired workers............. 2,742 47 300 2,395 442.69 338.71 414.82 448.23

Wives and husbands of disabled workers.......... 157 105 29 23 207.08 170.88 277.45 284.85

Nondisabled widow(er)s..................................... 4,624 132 318 4,174 840.83 800.52 806.94 844.69

Disabled widow(er)s........................................... 204 147 57 . . . 536.69 538.17 532.88 . . .

Mothers and fathers........................................... 197 191 5 1 620.78 619.55 666.14 609.67

Disabled adult children....................................... 737 652 20 64 537.58 540.92 554.32 498.62

Men

Subtotal ..................................................... 18,375 2,930 1,770 13,676 960.68 844.80 976.96 983.40

Retired workers.................................................. 14,930 . . . 1,336 13,594 984.58 . . . 962.15 986.79

Disabled workers ............................................... 2,952 2,542 410 . . . 913.72 892.12 1,047.63 . . .

Husbands of retired workers.............................. 34 b

b. Fewer than 500 beneficiaries.

1 32 250.27 b 222.95 251.27

Husbands of disabled workers........................... 4 2 b 2 164.54 132.57 b 205.35

Nondisabled widowers....................................... 37 7 10 20 636.83 604.46 696.31 618.34

Disabled widowers............................................. 6 4 1 . . . 374.84 376.53 368.13 . . .

Fathers............................................................... 10 10 b b 528.10 527.96 b b

Disabled adult children....................................... 403 364 10 28 535.29 537.91 548.23 496.68

Women

Subtotal ..................................................... 24,399 2,910 2,239 19,250 722.27 645.71 629.95 744.59

Retired workers.................................................. 13,907 . . . 1,234 12,673 756.18 . . . 638.63 767.63

Disabled workers ............................................... 2,322 2,024 299 . . . 688.28 690.23 675.12 . . .

Wives of retired workers .................................... 2,708 47 299 2,362 445.08 338.83 415.57 450.93

Wives of disabled workers ................................. 153 103 29 21 208.21 171.62 279.29 290.71

Nondisabled widows .......................................... 4,587 125 308 4,154 842.49 812.00 810.59 845.78

Disabled widows ................................................ 199 143 56 . . . 541.23 543.22 536.18 . . .

Mothers.............................................................. 187 182 5 1 625.73 624.54 668.87 612.91

Disabled adult children....................................... 334 288 10 36 540.34 544.73 560.53 500.11
5.A OASDI Current-Pay Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 195

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 1957–2001

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
5.B OASDI Current-Pay Benefits: Retired Workers

196 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2001

Age

Total Men Women

Number

Average

Number

Average

Number

Average

Primary

insurance

amount

(dollars)

Monthly

benefit

(dollars)

Primary

insurance

amount

(dollars)

Monthly

benefit

(dollars)

Primary

insurance

amount

(dollars)

Monthly

benefit

(dollars)

Total............................... 4,068,770 1,100.80 1,188.80 2,523,860 1,220.50 1,298.10 1,544,910 905.30 1,010.30

66–69.................................... 639,400 1,113.60 1,174.80 418,730 1,231.70 1,291.70 220,670 889.70 953.00

66 ....................................... 14,110 875.10 910.30 8,180 954.10 977.20 5,930 766.00 818.10

67 ....................................... 204,670 1,126.70 1,161.20 136,860 1,237.90 1,268.10 67,810 902.20 945.30

68 ....................................... 208,580 1,111.10 1,177.50 136,660 1,230.60 1,296.50 71,920 883.90 951.20

69 ....................................... 212,040 1,119.50 1,202.90 137,030 1,243.00 1,329.20 75,010 893.70 972.20

70–74.................................... 1,098,110 1,073.50 1,180.60 679,570 1,208.00 1,313.70 418,540 855.20 964.50

70 ....................................... 223,880 1,076.80 1,181.70 138,790 1,210.80 1,316.70 85,090 858.10 961.40

71 ....................................... 228,010 1,063.60 1,170.80 140,580 1,201.70 1,310.30 87,430 841.70 946.60

72 ....................................... 217,130 1,055.80 1,169.70 133,070 1,189.70 1,303.60 84,060 843.80 957.80

73 ....................................... 216,110 1,080.70 1,184.90 134,250 1,215.80 1,316.00 81,860 859.20 969.80

74 ....................................... 212,980 1,091.50 1,196.70 132,880 1,222.00 1,322.20 80,100 874.90 988.70

75–79.................................... 975,670 1,066.20 1,162.20 617,660 1,182.10 1,263.90 358,010 866.20 986.80

75 ....................................... 212,100 1,076.60 1,169.90 133,350 1,198.80 1,282.30 78,750 869.60 979.50

76 ....................................... 189,330 1,099.10 1,201.90 118,700 1,223.90 1,318.20 70,630 889.40 1,006.40

77 ....................................... 203,900 1,067.50 1,157.50 129,250 1,184.90 1,259.30 74,650 864.20 981.20

78 ....................................... 191,770 1,047.20 1,142.20 122,240 1,156.60 1,233.60 69,530 854.80 981.60

79 ....................................... 178,570 1,037.80 1,137.80 114,120 1,143.20 1,223.50 64,450 851.20 986.10

80–84.................................... 713,650 1,060.10 1,163.80 446,170 1,166.50 1,247.70 267,480 882.60 1,023.90

80 ....................................... 175,050 1,026.70 1,126.40 110,400 1,132.60 1,211.30 64,650 845.70 981.40

81 ....................................... 162,370 1,016.50 1,119.90 102,910 1,118.00 1,197.00 59,460 840.80 986.50

82 ....................................... 136,810 1,044.30 1,147.80 85,860 1,145.00 1,226.10 50,950 874.40 1,016.00

83 ....................................... 125,620 1,107.30 1,214.70 76,560 1,220.10 1,305.00 49,060 931.20 1,073.80

84 ....................................... 113,800 1,140.90 1,247.20 70,440 1,258.60 1,343.00 43,360 949.60 1,091.40

85–89.................................... 408,770 1,315.20 1,365.40 243,500 1,441.00 1,473.40 165,270 1,129.70 1,206.40

85 ....................................... 99,910 1,375.00 1,423.80 60,710 1,504.50 1,536.70 39,200 1,174.40 1,249.00

86 ....................................... 91,750 1,349.40 1,396.80 55,800 1,475.80 1,507.80 35,950 1,153.10 1,224.50

87 ....................................... 85,630 1,308.50 1,360.10 50,620 1,430.20 1,461.80 35,010 1,132.60 1,213.10

88 ....................................... 72,450 1,272.50 1,324.00 42,570 1,394.60 1,426.80 29,880 1,098.50 1,177.70

89 ....................................... 59,030 1,222.90 1,276.40 33,800 1,344.50 1,379.10 25,230 1,059.90 1,138.80

90 or older............................. 233,170 1,087.70 1,144.30 118,230 1,202.80 1,238.80 114,940 969.20 1,047.20
5.B OASDI Current-Pay Benefits: Retired Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 197

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 2001

Age

Total Men Women

Number

Average

Number

Average

Number

Average

Primary

insurance

amount

(dollars)

Monthly

benefit

(dollars)

Primary

insurance

amount

(dollars)

Monthly

benefit

(dollars)

Primary

insurance

amount

(dollars)

Monthly

benefit

(dollars)

Total............................... 4,198,900 838.20 893.50 2,198,920 1,013.90 1,014.60 1,999,980 645.10 760.30

65–69.................................... 1,644,110 927.80 954.90 960,700 1,085.40 1,085.00 683,410 706.30 772.10

65 ....................................... 424,240 1,005.80 1,023.30 259,450 1,157.90 1,157.20 164,790 766.40 812.50

66 ....................................... 462,470 987.00 1,007.00 282,970 1,134.70 1,134.40 179,500 754.30 806.30

67 ....................................... 276,500 858.40 892.10 153,350 1,018.40 1,018.10 123,150 659.20 735.10

68 ....................................... 246,380 844.60 881.10 137,130 1,002.70 1,002.50 109,250 646.30 728.80

69 ....................................... 234,520 839.20 880.20 127,800 998.30 998.10 106,720 648.80 739.00

70–74.................................... 978,290 804.90 859.00 519,760 974.10 974.60 458,530 613.10 728.00

70 ....................................... 216,440 824.40 870.00 117,350 986.90 987.10 99,090 631.90 731.30

71 ....................................... 208,150 810.40 860.50 111,950 973.20 973.50 96,200 621.10 729.10

72 ....................................... 191,820 795.60 852.40 101,250 964.20 964.90 90,570 607.10 726.60

73 ....................................... 187,250 796.20 855.10 97,320 974.10 974.60 89,930 603.70 725.70

74 ....................................... 174,630 793.90 855.10 91,890 969.90 970.90 82,740 598.40 726.60

75–79.................................... 722,720 765.10 842.30 362,790 948.00 949.40 359,930 580.70 734.40

75 ....................................... 163,030 782.20 850.90 86,130 961.60 962.50 76,900 581.20 726.00

76 ....................................... 156,980 788.60 858.00 80,540 972.30 973.90 76,440 595.00 735.90

77 ....................................... 146,720 759.10 839.60 72,490 945.20 946.50 74,230 577.30 735.30

78 ....................................... 133,890 744.90 828.30 65,070 926.40 928.60 68,820 573.30 733.60

79 ....................................... 122,100 741.50 829.10 58,560 922.10 923.10 63,540 575.00 742.40

80–84.................................... 480,410 755.10 847.10 219,630 935.20 937.60 260,780 603.40 770.90

80 ....................................... 118,760 746.50 835.70 57,260 924.90 927.30 61,500 580.40 750.40

81 ....................................... 106,310 729.60 823.20 49,780 906.40 909.10 56,530 573.90 747.60

82 ....................................... 91,140 746.10 838.80 40,640 931.10 932.80 50,500 597.10 763.10

83 ....................................... 87,550 773.90 866.10 38,760 950.30 953.10 48,790 633.90 797.00

84 ....................................... 76,650 793.00 886.40 33,190 983.20 986.00 43,460 647.70 810.20

85–89.................................... 255,770 810.90 905.20 99,110 1,004.70 1,008.40 156,660 688.20 839.90

85 ....................................... 68,510 848.10 934.10 28,750 1,045.60 1,047.60 39,760 705.40 852.10

86 ....................................... 61,470 823.00 916.50 24,230 1,016.30 1,020.90 37,240 697.30 848.70

87 ....................................... 54,210 798.00 896.10 20,890 984.50 987.60 33,320 681.00 838.70

88 ....................................... 41,680 781.80 887.10 14,750 981.10 985.80 26,930 672.70 833.00

89 ....................................... 29,900 764.30 857.70 10,490 939.60 945.90 19,410 669.50 810.00

90 or older............................. 117,600 710.50 799.10 36,930 852.30 860.60 80,670 645.50 770.90
5.B OASDI Current-Pay Benefits: Retired Workers

198 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2001

Age

Total Men Women

Number

Average monthly benefi

(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............................... 4,753,200 1,138.00 1,158.50 2,857,500 1,247.90 1,270.40 1,895,700 972.30 989.70

66–69.................................... 692,900 1,150.70 1,160.60 449,900 1,265.70 1,276.80 243,000 937.80 945.50

66 ....................................... 14,900 949.00 952.80 8,800 1,047.70 1,051.80 6,100 806.60 810.10

67 ....................................... 204,700 1,155.10 1,160.30 138,200 1,260.40 1,266.10 66,500 936.20 940.40

68 ....................................... 236,600 1,145.50 1,155.60 152,000 1,264.80 1,276.20 84,600 931.20 938.80

69 ....................................... 236,700 1,164.70 1,179.00 150,900 1,284.10 1,300.30 85,800 954.70 965.70

70–74.................................... 1,292,900 1,131.60 1,151.60 786,200 1,262.10 1,284.40 506,700 929.00 945.50

70 ....................................... 258,500 1,137.50 1,155.80 156,000 1,267.30 1,287.30 102,500 939.80 955.60

71 ....................................... 275,200 1,122.60 1,142.40 170,200 1,249.60 1,271.80 105,000 916.80 932.80

72 ....................................... 252,300 1,123.20 1,143.80 152,400 1,250.60 1,273.50 99,900 928.90 945.80

73 ....................................... 254,500 1,124.40 1,145.10 151,200 1,264.90 1,288.30 103,300 918.80 935.40

74 ....................................... 252,400 1,150.90 1,171.70 156,400 1,279.10 1,302.10 96,000 942.00 959.10

75–79.................................... 1,139,500 1,103.50 1,125.00 692,900 1,205.30 1,228.70 446,600 945.70 964.20

75 ....................................... 244,600 1,115.30 1,134.80 148,600 1,218.60 1,239.30 96,000 955.40 973.00

76 ....................................... 223,900 1,130.10 1,151.90 132,200 1,254.90 1,279.40 91,700 950.10 968.00

77 ....................................... 241,400 1,100.60 1,122.00 148,300 1,207.60 1,231.10 93,100 930.30 948.30

78 ....................................... 216,700 1,087.00 1,108.70 132,600 1,179.00 1,202.50 84,100 942.00 960.80

79 ....................................... 212,900 1,082.20 1,105.60 131,200 1,164.00 1,189.40 81,700 950.90 971.00

80–84.................................... 845,600 1,106.50 1,129.20 506,500 1,193.30 1,218.20 339,100 976.80 996.30

80 ....................................... 209,200 1,063.60 1,085.80 126,200 1,154.50 1,178.80 83,000 925.50 944.40

81 ....................................... 187,800 1,058.20 1,079.80 114,100 1,129.70 1,153.10 73,700 947.60 966.40

82 ....................................... 164,500 1,112.80 1,136.30 102,100 1,191.30 1,217.20 62,400 984.30 1,004.00

83 ....................................... 152,400 1,154.40 1,178.30 88,500 1,248.80 1,275.10 63,900 1,023.60 1,044.10

84 ....................................... 131,700 1,180.00 1,202.90 75,600 1,291.80 1,316.90 56,100 1,029.40 1,049.20

85–89.................................... 500,000 1,299.90 1,327.30 285,200 1,421.90 1,453.10 214,800 1,137.80 1,160.20

85 ....................................... 120,000 1,357.80 1,385.80 69,400 1,489.30 1,521.20 50,600 1,177.40 1,200.20

86 ....................................... 111,400 1,327.30 1,353.90 63,800 1,449.40 1,479.50 47,600 1,163.60 1,185.50

87 ....................................... 106,400 1,305.80 1,334.40 62,900 1,431.60 1,465.20 43,500 1,124.00 1,145.30

88 ....................................... 85,500 1,253.40 1,279.20 48,000 1,365.40 1,393.80 37,500 1,110.00 1,132.60

89 ....................................... 76,700 1,212.90 1,240.70 41,100 1,316.40 1,347.80 35,600 1,093.40 1,117.00

90 or older............................. 282,300 1,083.00 1,108.20 136,800 1,163.70 1,193.10 145,500 1,007.10 1,028.50
5.B OASDI Current-Pay Benefits: Retired Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 199

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 2001

Year of

entitlement

Total Men Women

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

 a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

All retired 

workers....... 28,841,820 100.0 . . . 874.50 14,930,060 100.0 . . . 984.90 13,911,760 100.0 . . . 755.90

2000–2001....... 3,449,420 12.0 . . . 903.00 1,912,090 12.8 . . . 1,055.20 1,537,330 11.1 . . . 713.70

1995–1999....... 7,424,800 25.7 . . . 865.70 4,031,210 27.0 . . . 999.00 3,393,590 24.4 . . . 707.30

1990–1994....... 6,465,680 22.4 . . . 866.80 3,570,730 23.9 . . . 980.90 2,894,950 20.8 . . . 726.00

1985–1989....... 5,249,640 18.2 . . . 854.90 2,739,950 18.4 . . . 943.70 2,509,690 18.0 . . . 758.00

1980–1984....... 3,541,920 12.3 . . . 892.20 1,679,590 11.2 . . . 956.80 1,862,330 13.4 . . . 833.90

1975–1979....... 1,836,600 6.4 . . . 925.80 738,080 4.9 . . . 1,001.90 1,098,520 7.9 . . . 874.60

1970–1974....... 706,160 2.4 . . . 843.50 220,730 1.5 . . . 882.40 485,430 3.5 . . . 825.80

1965–1969....... 148,030 0.5 . . . 785.40 34,490 0.2 . . . 821.50 113,540 0.8 . . . 774.50

Before 1965 ..... 19,570 0.1 . . . 695.00 3,190 b

 b. Less than 0.05 percent.

. . . 705.20 16,380 0.1 . . . 693.10

2001................. 1,618,610 5.6 5.6 893.70 887,970 5.9 5.9 1,048.20 730,640 5.3 5.3 706.00

2000................. 1,830,810 6.3 12.0 911.20 1,024,120 6.9 12.8 1,061.30 806,690 5.8 11.1 720.70

1999................. 1,605,540 5.6 17.5 880.40 886,420 5.9 18.7 1,023.00 719,120 5.2 16.2 704.50

1998................. 1,493,820 5.2 22.7 862.60 813,540 5.4 24.2 998.30 680,280 4.9 21.1 700.20

1997................. 1,468,780 5.1 27.8 859.80 791,510 5.3 29.5 994.10 677,270 4.9 26.0 702.90

1996................. 1,478,560 5.1 32.9 860.10 775,010 5.2 34.7 988.30 703,550 5.1 31.0 718.80

1995................. 1,378,100 4.8 37.7 864.20 764,730 5.1 39.8 988.00 613,370 4.4 35.4 709.70

1994................. 1,354,500 4.7 42.4 866.00 749,280 5.0 44.8 987.10 605,220 4.4 39.8 716.10

1993................. 1,331,550 4.6 47.0 864.40 742,420 5.0 49.8 980.30 589,130 4.2 44.0 718.30

1992................. 1,320,540 4.6 51.6 866.60 733,470 4.9 54.7 980.80 587,070 4.2 48.2 723.80

1991................. 1,248,070 4.3 55.9 868.30 689,050 4.6 59.3 978.20 559,020 4.0 52.3 732.90

1990................. 1,211,020 4.2 60.1 869.20 656,510 4.4 63.7 977.70 554,510 4.0 56.3 740.70

1989................. 1,149,010 4.0 64.1 861.20 613,150 4.1 67.8 964.20 535,860 3.9 60.1 743.40

1988................. 1,096,070 3.8 67.9 853.90 575,860 3.9 71.7 949.60 520,210 3.7 63.8 747.90

1987................. 1,052,080 3.6 71.6 857.00 547,740 3.7 75.4 947.00 504,340 3.6 67.5 759.20

1986................. 1,020,350 3.5 75.1 852.20 528,090 3.5 78.9 933.20 492,260 3.5 71.0 765.20

1985................. 932,130 3.2 78.3 849.00 475,110 3.2 82.1 917.90 457,020 3.3 74.3 777.40

1984................. 839,210 2.9 81.2 848.80 415,480 2.8 84.9 910.80 423,730 3.0 77.3 788.00

1983................. 795,000 2.8 84.0 867.50 385,130 2.6 87.4 926.30 409,870 2.9 80.3 812.30

1982................. 708,750 2.5 86.4 887.40 336,300 2.3 89.7 947.90 372,450 2.7 83.0 832.80

1981................. 629,460 2.2 88.6 934.80 291,690 2.0 91.6 1,007.40 337,770 2.4 85.4 872.00

1980................. 569,500 2.0 90.6 949.60 250,990 1.7 93.3 1,032.90 318,510 2.3 87.7 883.80

1979................. 495,510 1.7 92.3 957.10 209,510 1.4 94.7 1,046.00 286,000 2.1 89.7 892.00

1978................. 417,220 1.4 93.8 941.30 169,660 1.1 95.9 1,024.50 247,560 1.8 91.5 884.30

1977................. 334,600 1.2 94.9 923.40 135,860 0.9 96.8 1,002.90 198,740 1.4 92.9 869.00

1976................. 320,940 1.1 96.0 898.70 123,140 0.8 97.6 956.10 197,800 1.4 94.4 862.90

1975................. 268,330 0.9 97.0 879.30 99,910 0.7 98.3 926.20 168,420 1.2 95.6 851.50

1974................. 218,500 0.8 97.7 856.50 75,020 0.5 98.8 900.80 143,480 1.0 96.6 833.30

1973................. 177,610 0.6 98.3 847.20 56,720 0.4 99.2 880.30 120,890 0.9 97.5 831.70

1972................. 133,810 0.5 98.8 839.00 40,210 0.3 99.4 875.30 93,600 0.7 98.1 823.30

1971................. 101,620 0.4 99.2 833.10 28,880 0.2 99.6 870.70 72,740 0.5 98.7 818.20

1970................. 74,620 0.3 99.4 818.90 19,900 0.1 99.7 850.10 54,720 0.4 99.1 807.60

1969................. 53,250 0.2 99.6 802.40 13,290 0.1 99.8 839.30 39,960 0.3 99.4 790.10

1968................. 37,400 0.1 99.7 792.60 8,690 0.1 99.9 817.80 28,710 0.2 99.6 784.90

1967................. 26,850 0.1 99.8 772.40 5,970 b 99.9 802.40 20,880 0.2 99.7 763.80

1966................. 18,150 0.1 99.9 755.40 3,890 b 100.0 789.00 14,260 0.1 99.8 746.20

1965................. 12,380 b 100.0 763.40 2,650 b 100.0 835.30 9,730 0.1 100.0 743.90
5.B OASDI Current-Pay Benefits: Retired Workers

200 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1940–1987 and 1989 are 100 percent data. All other years are based on a 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: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

Table 5.B5—Number, average age, and percentage distribution, by age and sex, December 1940–2001, 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

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
5.B OASDI Current-Pay Benefits: Retired Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 201

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

NOTE: Provisions for Railroad Retirement beneficiares 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 2001

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........................ 28,841,820 100.0 8,267,740 100.0 20,574,080 100.0

Less than 400.00 .................................... 2,160,870 7.5 407,940 4.9 1,752,930 8.5

400.00–449.90........................................ 924,370 3.2 111,680 1.4 812,690 4.0

450.00–499.90........................................ 1,309,700 4.5 202,490 2.4 1,107,210 5.4

500.00–549.90........................................ 1,559,330 5.4 253,750 3.1 1,305,580 6.3

550.00–599.90........................................ 1,396,480 4.8 287,700 3.5 1,108,780 5.4

600.00–649.90........................................ 1,282,070 4.4 314,450 3.8 967,620 4.7

650.00–699.90........................................ 1,204,170 4.2 315,680 3.8 888,490 4.3

700.00–749.90........................................ 1,181,770 4.1 299,940 3.6 881,830 4.3

750.00–799.90........................................ 1,223,430 4.2 301,820 3.7 921,610 4.5

800.00–849.90........................................ 1,285,180 4.5 296,490 3.6 988,690 4.8

850.00–899.90........................................ 1,402,110 4.9 316,440 3.8 1,085,670 5.3

900.00–949.90........................................ 1,554,610 5.4 328,340 4.0 1,226,270 6.0

950.00–999.90........................................ 1,562,810 5.4 330,820 4.0 1,231,990 6.0

1,000.00–1,049.90.................................. 1,707,550 5.9 347,620 4.2 1,359,930 6.6

1,050.00–1,099.90.................................. 1,622,300 5.6 338,520 4.1 1,283,780 6.2

1,100.00–1,149.90.................................. 1,333,700 4.6 347,370 4.2 986,330 4.8

1,150.00–1,199.90.................................. 1,152,990 4.0 368,940 4.5 784,050 3.8

1,200.00–1,249.90.................................. 987,330 3.4 386,380 4.7 600,950 2.9

1,250.00–1,299.90.................................. 899,720 3.1 428,970 5.2 470,750 2.3

1,300.00 or more..................................... 3,091,330 10.7 2,282,400 27.6 808,930 3.9

Average benefit (dollars)......................... 874.50 1,038.80 808.40 

Men ..................................................... 14,930,060 100.0 4,722,820 100.0 10,207,240 100.0

Less than 400.00 .................................... 884,200 5.9 187,260 4.0 696,940 6.8

400.00–449.90........................................ 263,160 1.8 40,500 0.9 222,660 2.2

450.00–499.90........................................ 314,230 2.1 71,400 1.5 242,830 2.4

500.00–549.90........................................ 336,410 2.3 82,210 1.7 254,200 2.5

550.00–599.90........................................ 357,530 2.4 84,140 1.8 273,390 2.7

600.00–649.90........................................ 387,590 2.6 88,940 1.9 298,650 2.9

650.00–699.90........................................ 421,030 2.8 92,400 2.0 328,630 3.2

700.00–749.90........................................ 468,150 3.1 95,700 2.0 372,450 3.6

750.00–799.90........................................ 535,360 3.6 105,590 2.2 429,770 4.2

800.00–849.90........................................ 621,800 4.2 114,910 2.4 506,890 5.0

850.00–899.90........................................ 729,820 4.9 130,830 2.8 598,990 5.9

900.00–949.90........................................ 893,040 6.0 143,960 3.0 749,080 7.3

950.00–999.90........................................ 949,920 6.4 156,330 3.3 793,590 7.8

1,000.00–1,049.90.................................. 1,138,260 7.6 180,000 3.8 958,260 9.4

1,050.00–1,099.90.................................. 1,134,480 7.6 189,070 4.0 945,410 9.3

1,100.00–1,149.90.................................. 942,030 6.3 215,590 4.6 726,440 7.1

1,150.00–1,199.90.................................. 824,410 5.5 252,600 5.3 571,810 5.6

1,200.00–1,249.90.................................. 716,100 4.8 282,760 6.0 433,340 4.2

1,250.00–1,299.90.................................. 664,050 4.4 328,690 7.0 335,360 3.3

1,300.00 or more..................................... 2,348,490 15.7 1,879,940 39.8 468,550 4.6

Average benefit (dollars)......................... 984.90 1,166.10 901.10 

Women................................................ 13,911,760 100.0 3,544,920 100.0 10,366,840 100.0

Less than 400.00 .................................... 1,276,670 9.2 220,680 6.2 1,055,990 10.2

400.00–449.90........................................ 661,210 4.8 71,180 2.0 590,030 5.7

450.00–499.90........................................ 995,470 7.2 131,090 3.7 864,380 8.3

500.00–549.90........................................ 1,222,920 8.8 171,540 4.8 1,051,380 10.1

550.00–599.90........................................ 1,038,950 7.5 203,560 5.7 835,390 8.1

600.00–649.90........................................ 894,480 6.4 225,510 6.4 668,970 6.5

650.00–699.90........................................ 783,140 5.6 223,280 6.3 559,860 5.4

700.00–749.90........................................ 713,620 5.1 204,240 5.8 509,380 4.9

750.00–799.90........................................ 688,070 4.9 196,230 5.5 491,840 4.7

800.00–849.90........................................ 663,380 4.8 181,580 5.1 481,800 4.6

850.00–899.90........................................ 672,290 4.8 185,610 5.2 486,680 4.7

900.00–949.90........................................ 661,570 4.8 184,380 5.2 477,190 4.6

950.00–999.90........................................ 612,890 4.4 174,490 4.9 438,400 4.2

1,000.00–1,049.90.................................. 569,290 4.1 167,620 4.7 401,670 3.9

1,050.00–1,099.90.................................. 487,820 3.5 149,450 4.2 338,370 3.3

1,100.00–1,149.90.................................. 391,670 2.8 131,780 3.7 259,890 2.5

1,150.00–1,199.90.................................. 328,580 2.4 116,340 3.3 212,240 2.0

1,200.00–1,249.90.................................. 271,230 1.9 103,620 2.9 167,610 1.6

1,250.00–1,299.90.................................. 235,670 1.7 100,280 2.8 135,390 1.3

1,300.00 or more..................................... 742,840 5.3 402,460 11.4 340,380 3.3

Average benefit (dollars)......................... 755.90 869.30 717.10 
5.B OASDI Current-Pay Benefits: Retired Workers 

202 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

NOTE: Provisions for Railroad Retirement beneficiares 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 2001

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........................................................ 28,841,820 100.0 8,267,740 100.0 20,574,080 100.0

Less than 400.00 .................................................................... 3,429,940 11.9 699,930 8.5 2,730,010 13.3

400.00–449.90........................................................................ 772,270 2.7 163,660 2.0 608,610 3.0

450.00–499.90........................................................................ 1,292,830 4.5 295,770 3.6 997,060 4.8

500.00–549.90........................................................................ 1,310,850 4.5 300,270 3.6 1,010,580 4.9

550.00–599.90........................................................................ 1,246,530 4.3 294,990 3.6 951,540 4.6

600.00–649.90........................................................................ 1,239,160 4.3 297,650 3.6 941,510 4.6

650.00–699.90........................................................................ 1,147,290 4.0 287,960 3.5 859,330 4.2

700.00–749.90........................................................................ 1,117,720 3.9 291,130 3.5 826,590 4.0

750.00–799.90........................................................................ 1,081,650 3.8 296,880 3.6 784,770 3.8

800.00–849.90........................................................................ 1,041,560 3.6 298,730 3.6 742,830 3.6

850.00–899.90........................................................................ 1,037,420 3.6 303,740 3.7 733,680 3.6

900.00–949.90........................................................................ 1,047,220 3.6 310,090 3.8 737,130 3.6

950.00–999.90........................................................................ 1,025,730 3.6 303,210 3.7 722,520 3.5

1,000.00–1,049.90.................................................................. 1,075,700 3.7 323,330 3.9 752,370 3.7

1,050.00–1,099.90.................................................................. 1,067,970 3.7 308,650 3.7 759,320 3.7

1,100.00–1,149.90.................................................................. 1,182,410 4.1 333,660 4.0 848,750 4.1

1,150.00–1,199.90.................................................................. 1,292,960 4.5 373,900 4.5 919,060 4.5

1,200.00–1,249.90.................................................................. 1,259,760 4.4 404,130 4.9 855,630 4.2

1,250.00–1,299.90.................................................................. 1,483,520 5.1 474,840 5.7 1,008,680 4.9

1,300.00 or more..................................................................... 4,689,330 16.3 1,905,220 23.0 2,784,110 13.5

Average primary insurance amount (dollars).......................... 882.70 967.40 848.60 

Men ..................................................................................... 14,930,060 100.0 4,722,820 100.0 10,207,240 100.0

Less than 400.00 .................................................................... 694,210 4.6 197,960 4.2 496,250 4.9

400.00–449.90........................................................................ 157,270 1.1 44,200 0.9 113,070 1.1

450.00–499.90........................................................................ 261,190 1.7 78,530 1.7 182,660 1.8

500.00–549.90........................................................................ 282,680 1.9 84,500 1.8 198,180 1.9

550.00–599.90........................................................................ 290,510 1.9 85,880 1.8 204,630 2.0

600.00–649.90........................................................................ 309,370 2.1 89,750 1.9 219,620 2.2

650.00–699.90........................................................................ 316,340 2.1 92,640 2.0 223,700 2.2

700.00–749.90........................................................................ 341,220 2.3 97,660 2.1 243,560 2.4

750.00–799.90........................................................................ 373,160 2.5 107,340 2.3 265,820 2.6

800.00–849.90........................................................................ 406,560 2.7 118,440 2.5 288,120 2.8

850.00–899.90........................................................................ 460,010 3.1 132,520 2.8 327,490 3.2

900.00–949.90........................................................................ 521,370 3.5 147,460 3.1 373,910 3.7

950.00–999.90........................................................................ 577,590 3.9 160,290 3.4 417,300 4.1

1,000.00–1,049.90.................................................................. 670,820 4.5 188,780 4.0 482,040 4.7

1,050.00–1,099.90.................................................................. 736,360 4.9 196,610 4.2 539,750 5.3

1,100.00–1,149.90.................................................................. 899,280 6.0 232,920 4.9 666,360 6.5

1,150.00–1,199.90.................................................................. 1,050,880 7.0 281,160 6.0 769,720 7.5

1,200.00–1,249.90.................................................................. 1,063,470 7.1 323,070 6.8 740,400 7.3

1,250.00–1,299.90.................................................................. 1,286,270 8.6 389,530 8.2 896,740 8.8

1,300.00 or more..................................................................... 4,231,500 28.3 1,673,580 35.4 2,557,920 25.1

Average primary insurance amount (dollars).......................... 1,080.60 1,124.30 1,060.30 

Women................................................................................ 13,911,760 100.0 3,544,920 100.0 10,366,840 100.0

Less than 400.00 .................................................................... 2,735,730 19.7 501,970 14.2 2,233,760 21.5

400.00–449.90........................................................................ 615,000 4.4 119,460 3.4 495,540 4.8

450.00–499.90........................................................................ 1,031,640 7.4 217,240 6.1 814,400 7.9

500.00–549.90........................................................................ 1,028,170 7.4 215,770 6.1 812,400 7.8

550.00–599.90........................................................................ 956,020 6.9 209,110 5.9 746,910 7.2

600.00–649.90........................................................................ 929,790 6.7 207,900 5.9 721,890 7.0

650.00–699.90........................................................................ 830,950 6.0 195,320 5.5 635,630 6.1

700.00–749.90........................................................................ 776,500 5.6 193,470 5.5 583,030 5.6

750.00–799.90........................................................................ 708,490 5.1 189,540 5.3 518,950 5.0

800.00–849.90........................................................................ 635,000 4.6 180,290 5.1 454,710 4.4

850.00–899.90........................................................................ 577,410 4.2 171,220 4.8 406,190 3.9

900.00–949.90........................................................................ 525,850 3.8 162,630 4.6 363,220 3.5

950.00–999.90........................................................................ 448,140 3.2 142,920 4.0 305,220 2.9

1,000.00–1,049.90.................................................................. 404,880 2.9 134,550 3.8 270,330 2.6

1,050.00–1,099.90.................................................................. 331,610 2.4 112,040 3.2 219,570 2.1

1,100.00–1,149.90.................................................................. 283,130 2.0 100,740 2.8 182,390 1.8

1,150.00–1,199.90.................................................................. 242,080 1.7 92,740 2.6 149,340 1.4

1,200.00–1,249.90.................................................................. 196,290 1.4 81,060 2.3 115,230 1.1

1,250.00–1,299.90.................................................................. 197,250 1.4 85,310 2.4 111,940 1.1

1,300.00 or more..................................................................... 457,830 3.3 231,640 6.5 226,190 2.2

Average primary insurance amount (dollars).......................... 670.30 758.50 640.10 
5.B OASDI Current-Pay Benefits: Retired Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 203

-

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 DisabilityInsurance).

. . . = 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 1956–2001, selected years 

Year

Number Average monthly benefit (dollars)

All retired

workers

Without reduction

for early retirement

With reduction for early retirement

All retired

workers

Without reduction

for early retirement

With reduction

Number for early retirement

Percentage of all

retired workers

Total

1956.............................................. 5,112,430 4,997,401 115,029 2.2 63.10 63.40 48.20

1960.............................................. 8,061,469 7,112,265 949,204 11.8 74.00 76.50 55.80

1965.............................................. 11,100,584 7,581,386 3,519,198 31.7 83.90 90.10 70.60

1970.............................................. 13,349,175 7,282,295 6,066,880 45.4 118.10 130.20 103.60

1980.............................................. 19,562,085 7,397,198 12,164,887 62.2 341.40 391.80 310.70

1985.............................................. 22,431,930 7,720,959 14,710,971 65.6 478.60 581.20 424.80

1990.............................................. 24,838,100 7,840,239 16,997,861 68.4 602.60 742.80 537.90

1995.............................................. 26,672,806 7,941,363 18,731,443 70.2 719.80 885.60 649.50

1996.............................................. 26,898,072 7,784,078 19,113,994 71.1 745.00 908.70 678.30

1997.............................................. 27,274,572 7,673,286 19,601,286 71.9 765.00 915.90 705.90

1998.............................................. 27,510,535 7,699,664 19,810,871 72.0 779.70 932.50 720.30

1999.............................................. 27,774,677 7,739,557 20,035,120 72.1 804.30 959.20 744.40

2000.............................................. 28,498,945 8,179,425 20,319,520 71.3 844.50 1,008.40 778.50

2001.............................................. 28,836,774 8,262,843 20,573,931 71.3 874.40 1,038.70 808.50

Men

1956.............................................. 3,572,271 3,572,271 . . . . . . 68.20 68.20 . . .

1960.............................................. 5,216,668 5,216,668 . . . . . . 81.90 81.90 . . .

1965.............................................. 6,825,078 5,389,166 1,435,912 21.0 92.60 96.10 79.40

1970.............................................. 7,688,460 4,930,400 2,758,060 35.9 130.50 139.10 115.30

1980.............................................. 10,460,735 4,586,539 5,874,196 54.8 380.20 419.60 349.50

1985.............................................. 11,816,956 4,655,477 7,161,479 60.6 538.40 627.50 480.50

1990.............................................. 12,983,832 4,592,911 8,390,921 64.6 679.30 803.60 611.20

1995.............................................. 13,913,531 4,559,535 9,353,996 67.2 810.20 963.70 735.40

1996.............................................. 14,010,875 4,478,565 9,532,310 68.0 838.10 997.80 763.10

1997.............................................. 14,116,818 4,371,503 9,745,315 69.0 860.50 1,025.10 786.60

1998.............................................. 14,200,826 4,371,895 9,828,931 69.2 876.90 1,044.50 802.40

1999.............................................. 14,321,468 4,385,921 9,935,547 69.4 904.60 1,075.30 829.30

2000.............................................. 14,767,170 4,690,652 10,076,518 68.2 951.10 1,131.10 867.20

2001.............................................. 14,930,081 4,719,500 10,210,581 68.4 984.60 1,166.00 900.70

Women

1956.............................................. 1,540,159 1,425,130 115,029 7.5 51.20 51.40 48.20

1960.............................................. 2,844,801 1,895,597 949,204 33.4 59.70 61.60 55.80

1965.............................................. 4,275,506 2,192,220 2,083,286 48.7 70.10 75.40 64.50

1970.............................................. 5,660,715 2,351,895 3,308,820 58.5 101.20 111.70 93.80

1980.............................................. 9,101,350 2,810,659 6,290,691 69.1 296.80 346.50 274.60

1985.............................................. 10,614,974 3,065,482 7,549,492 71.1 412.10 511.00 372.00

1990.............................................. 11,854,268 3,247,328 8,606,940 72.6 518.60 656.80 466.40

1995.............................................. 12,759,275 3,381,828 9,377,447 73.5 621.20 780.40 563.80

1996.............................................. 12,887,197 3,305,513 9,581,684 74.4 643.70 788.00 593.90

1997.............................................. 13,157,754 3,301,783 9,855,971 74.9 662.50 771.30 626.10

1998.............................................. 13,309,709 3,327,769 9,981,940 75.0 675.90 785.40 639.50

1999.............................................. 13,453,209 3,353,636 10,099,573 75.1 697.50 807.50 661.00

2000.............................................. 13,731,775 3,488,773 10,243,002 74.6 729.90 843.40 691.20

2001.............................................. 13,906,693 3,543,340 10,363,350 74.5 756.20 869.20 717.60
5.B OASDI Current-Pay Benefits: Retired Workers 

204 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 5.B9—Number and percentage distribution, by monthly benefit, age, and sex, December 2001

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

Number (thousands)..................... 28,842 2,570 7,409 6,636 5,472 3,752 2,028 975

Total percent................................. 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 ................................... 7.5 9.4 7.9 7.5 7.3 7.1 6.0 7.0

400.00–449.90 ....................................... 3.2 4.3 3.0 3.1 3.4 2.9 2.3 2.5

450.00–499.90 ....................................... 4.5 5.4 4.4 5.0 5.1 3.9 2.9 3.3

500.00–549.90 ....................................... 5.4 7.3 6.2 5.9 4.7 4.2 3.2 3.7

550.00–599.90 ....................................... 4.8 7.4 5.5 4.8 4.3 3.9 3.3 3.7

600.00–649.90 ....................................... 4.4 5.8 4.8 4.5 4.2 3.8 3.4 4.0

650.00–699.90 ....................................... 4.2 4.3 4.6 4.3 3.9 3.8 3.5 4.3

700.00–749.90 ....................................... 4.1 3.9 4.3 4.1 3.9 4.0 3.9 5.0

750.00–799.90 ....................................... 4.2 3.8 4.1 4.0 4.1 4.5 4.9 6.7

800.00–849.90 ....................................... 4.5 3.6 3.9 4.1 4.4 5.3 5.6 7.9

850.00–899.90 ....................................... 4.9 3.6 4.0 4.4 5.0 6.5 6.1 8.2

900.00–949.90 ....................................... 5.4 3.5 4.1 4.7 6.1 8.6 6.2 7.4

950.00–999.90 ....................................... 5.4 3.5 4.1 5.0 7.7 6.2 5.8 6.7

1,000.00–1,049.90 ................................. 5.9 3.4 4.9 7.3 7.3 5.5 5.6 6.0

1,050.00–1,099.90 ................................. 5.6 3.4 6.3 7.1 5.0 4.8 4.7 4.6

1,100.00–1,149.90 ................................. 4.6 5.0 5.9 4.2 3.8 4.4 3.7 3.5

1,150.00–1,199.90 ................................. 4.0 6.7 4.2 3.2 3.7 4.2 3.2 2.7

1,200.00–1,249.90 ................................. 3.4 6.2 3.0 2.9 3.5 3.9 2.9 2.0

1,250.00–1,299.90 ................................. 3.1 4.9 2.8 3.0 3.1 3.1 3.1 1.7

1,300.00 or more.................................... 10.7 4.5 12.1 10.8 9.4 9.6 19.7 9.1

Average benefit (dollars)........................ 874.50 806.90 867.90 870.60 871.20 889.00 975.90 880.30

Men

Number (thousands)..................... 14,930 1,333 4,125 3,628 2,858 1,812 848 326

Total percent................................. 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 ................................... 6.0 6.9 6.1 5.7 5.6 6.2 5.4 6.3

400.00–449.90 ....................................... 1.7 2.1 1.5 1.7 1.8 1.8 1.8 2.2

450.00–499.90 ....................................... 2.1 2.4 1.9 2.1 2.2 2.1 2.0 2.6

500.00–549.90 ....................................... 2.3 2.4 2.1 2.2 2.4 2.3 2.1 2.9

550.00–599.90 ....................................... 2.4 2.5 2.3 2.4 2.4 2.4 2.2 2.8

600.00–649.90 ....................................... 2.6 2.6 2.5 2.6 2.6 2.6 2.4 3.0

650.00–699.90 ....................................... 2.8 2.8 2.8 2.8 2.8 2.9 2.6 3.3

700.00–749.90 ....................................... 3.1 3.0 3.0 3.2 3.2 3.3 2.9 3.9

750.00–799.90 ....................................... 3.6 3.4 3.3 3.5 3.6 3.9 4.0 5.7

800.00–849.90 ....................................... 4.2 3.5 3.7 4.0 4.2 5.2 4.6 7.1

850.00–899.90 ....................................... 4.9 3.9 4.1 4.5 5.2 7.1 5.2 6.9

900.00–949.90 ....................................... 6.0 4.1 4.5 5.2 6.9 11.1 5.5 6.6

950.00–999.90 ....................................... 6.4 4.4 4.9 5.9 10.0 6.8 5.2 6.9

1,000.00–1,049.90 ................................. 7.6 4.7 6.2 10.0 9.8 6.0 5.4 6.8

1,050.00–1,099.90 ................................. 7.6 4.9 9.0 10.2 6.1 5.3 4.6 5.6

1,100.00–1,149.90 ................................. 6.3 7.7 8.8 5.6 4.6 5.2 3.8 4.7

1,150.00–1,199.90 ................................. 5.5 11.0 6.2 4.2 4.6 5.4 3.5 3.8

1,200.00–1,249.90 ................................. 4.8 10.8 4.2 3.9 4.5 5.1 3.3 2.7

1,250.00–1,299.90 ................................. 4.4 8.9 3.9 4.2 4.2 3.9 3.9 2.5

1,300.00 or more.................................... 15.7 8.2 18.9 16.0 13.2 11.3 29.6 13.9

Average benefit (dollars)........................ 984.90 962.90 1,000.40 987.20 965.40 951.90 1,080.60 960.90

Women

Number (thousands)..................... 13,912 1,237 3,284 3,008 2,614 1,940 1,180 649

Total percent................................. 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 ................................... 9.3 12.2 10.1 9.7 9.1 7.8 6.4 7.4

400.00–449.90 ....................................... 4.7 6.7 4.9 4.9 5.1 3.9 2.8 2.6

450.00–499.90 ....................................... 7.2 8.6 7.5 8.5 8.3 5.5 3.6 3.6

500.00–549.90 ....................................... 8.8 12.6 11.4 10.4 7.3 6.0 4.0 4.1

550.00–599.90 ....................................... 7.5 12.6 9.4 7.6 6.3 5.4 4.0 4.1

600.00–649.90 ....................................... 6.4 9.3 7.7 6.8 5.9 4.8 4.2 4.5

650.00–699.90 ....................................... 5.6 6.0 6.9 6.0 5.1 4.5 4.2 4.7

700.00–749.90 ....................................... 5.1 4.9 5.8 5.2 4.7 4.7 4.6 5.6

750.00–799.90 ....................................... 4.9 4.2 5.1 4.6 4.6 5.0 5.5 7.2

800.00–849.90 ....................................... 4.8 3.6 4.2 4.2 4.7 5.4 6.3 8.3

850.00–899.90 ....................................... 4.8 3.2 3.9 4.1 4.9 5.9 6.7 8.9

900.00–949.90 ....................................... 4.8 2.8 3.5 4.1 5.3 6.2 6.6 7.8

950.00–999.90 ....................................... 4.4 2.5 3.2 3.8 5.2 5.6 6.3 6.6

1,000.00–1,049.90 ................................. 4.1 2.1 3.1 4.0 4.5 5.0 5.7 5.7

1,050.00–1,099.90 ................................. 3.5 1.8 3.0 3.4 3.7 4.4 4.8 4.1

1,100.00–1,149.90 ................................. 2.8 2.2 2.3 2.5 3.0 3.6 3.7 2.9

1,150.00–1,199.90 ................................. 2.4 2.1 1.7 2.1 2.7 3.2 3.0 2.1

1,200.00–1,249.90 ................................. 1.9 1.3 1.4 1.8 2.4 2.7 2.6 1.6

1,250.00–1,299.90 ................................. 1.7 0.7 1.3 1.7 1.9 2.3 2.5 1.3

1,300.00 or more.................................... 5.3 0.6 3.5 4.5 5.3 8.0 12.5 6.8

Average benefit (dollars)........................ 755.90 639.00 701.40 729.90 768.30 830.10 900.70 839.80
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

Social Security Bulletin • Annual Statistical Supplement • 2002 205

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 type of benefit and primary insurance amount, 

December 2001

Primary insurance amount (dollars)

Retired workers Wives and husbands Children

Number Percent Number Percent Number Percent

Total .................................................................... 28,841,820 100.0 2,737,720 100.0 466,630 100.0

Less than 300.00 ........................................................... 1,841,520 6.4 73,600 2.7 13,630 2.9

300.00–349.90............................................................... 936,860 3.2 31,010 1.1 6,600 1.4

350.00–399.90............................................................... 651,560 2.3 24,360 0.9 5,890 1.3

400.00–449.90............................................................... 772,270 2.7 30,070 1.1 6,210 1.3

450.00–499.90............................................................... 1,292,830 4.5 49,880 1.8 12,800 2.7

500.00–549.90............................................................... 1,310,850 4.5 50,610 1.8 14,770 3.2

550.00–599.90............................................................... 1,246,530 4.3 51,910 1.9 16,100 3.5

600.00–649.90............................................................... 1,239,160 4.3 53,320 1.9 15,930 3.4

650.00–699.90............................................................... 1,147,290 4.0 53,770 2.0 16,420 3.5

700.00–749.90............................................................... 1,117,720 3.9 58,300 2.1 16,590 3.6

750.00–799.90............................................................... 1,081,650 3.8 62,220 2.3 18,700 4.0

800.00–849.90............................................................... 1,041,560 3.6 66,920 2.4 18,040 3.9

850.00–899.90............................................................... 1,037,420 3.6 75,600 2.8 19,240 4.1

900.00–949.90............................................................... 1,047,220 3.6 85,360 3.1 19,130 4.1

950.00–999.90............................................................... 1,025,730 3.6 92,730 3.4 19,680 4.2

1,000.00–1,049.90......................................................... 1,075,700 3.7 108,440 4.0 20,510 4.4

1,050.00–1,099.90......................................................... 1,067,970 3.7 120,820 4.4 20,140 4.3

1,100.00–1,149.90......................................................... 1,182,410 4.1 158,250 5.8 21,880 4.7

1,150.00–1,199.90......................................................... 1,292,960 4.5 201,260 7.4 23,210 5.0

1,200.00–1,249.90......................................................... 1,259,760 4.4 214,060 7.8 23,450 5.0

1,250.00–1,299.90......................................................... 1,483,520 5.1 257,350 9.4 28,060 6.0

1,300.00–1,349.90......................................................... 1,409,780 4.9 256,620 9.4 28,700 6.2

1,350.00–1,399.90......................................................... 1,031,820 3.6 187,780 6.9 21,760 4.7

1,400.00 or more............................................................ 2,247,730 7.8 373,480 13.6 59,190 12.7

Average primary insurance amount (dollars)................. 882.70 1,092.90 997.30
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

206 Social Security Bulletin • Annual Statistical Supplement • 2002

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 1940-2001, 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
5.D OASDI Current-Pay Benefits: Disabled Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 207

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 2001

Year of 

entitlement

Total Men Women

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

All disabled 

workers..... 5,265,190 100.0 . . . 814.90 2,951,850 100.0 . . . 913.80 2,313,340 100.0 . . . 688.70

2000–2001....... 722,130 13.7 . . . 909.80 399,200 13.5 . . . 1032.00 322,930 14.0 . . . 758.70

1995–1999....... 2,049,830 38.9 . . . 823.90 1,081,350 36.6 . . . 940.30 968,480 41.9 . . . 694.00

1990–1994....... 1,388,680 26.4 . . . 779.80 769,530 26.1 . . . 879.30 619,150 26.8 . . . 656.20

1985–1989....... 572,120 10.9 . . . 761.40 343,940 11.7 . . . 839.30 228,180 9.9 . . . 643.90

1980–1984....... 265,440 5.0 . . . 731.20 174,990 5.9 . . . 784.70 90,450 3.9 . . . 627.60

1975–1979....... 165,190 3.1 . . . 926.40 111,540 3.8 . . . 978.00 53,650 2.3 . . . 819.20

1970–1974....... 80,230 1.5 . . . 803.70 55,270 1.9 . . . 831.50 24,960 1.1 . . . 742.10

1965–1969....... 20,270 0.4 . . . 673.50 15,060 0.5 . . . 681.90 5,210 0.2 . . . 649.30

Before 1965 ..... 1,300 b

b. Less than 0.05 percent.

. . . 666.30 970 b . . . 653.00 330 b . . . 705.50

2001................. 276,020 5.2 5.2 935.50 157,880 5.3 5.3 1056.30 118,140 5.1 5.1 774.20

2000................. 446,110 8.5 13.7 893.80 241,320 8.2 13.5 1016.00 204,790 8.9 14.0 749.80

1999................. 480,660 9.1 22.8 855.80 253,200 8.6 22.1 975.80 227,460 9.8 23.8 722.30

1998................. 444,360 8.4 31.3 827.20 233,640 7.9 30.0 944.90 210,720 9.1 32.9 696.70

1997................. 401,380 7.6 38.9 811.10 211,060 7.2 37.2 925.20 190,320 8.2 41.1 684.60

1996................. 376,460 7.1 46.1 806.20 200,030 6.8 43.9 922.30 176,430 7.6 48.8 674.50

1995................. 346,970 6.6 52.6 809.70 183,420 6.2 50.2 922.50 163,550 7.1 55.8 683.20

1994................. 330,420 6.3 58.9 803.60 175,810 6.0 56.1 918.60 154,610 6.7 62.5 672.90

1993................. 302,490 5.7 64.7 783.30 165,080 5.6 61.7 891.30 137,410 5.9 68.4 653.60

1992................. 285,960 5.4 70.1 770.30 159,910 5.4 67.1 865.40 126,050 5.4 73.9 649.70

1991................. 259,950 4.9 75.0 763.90 147,690 5.0 72.1 852.40 112,260 4.9 78.7 647.40

1990................. 209,860 4.0 79.0 770.10 121,040 4.1 76.2 857.00 88,820 3.8 82.6 651.60

1989................. 156,120 3.0 82.0 772.50 90,970 3.1 79.3 856.50 65,150 2.8 85.4 655.20

1988................. 126,440 2.4 84.4 776.70 74,760 2.5 81.8 863.10 51,680 2.2 87.6 651.70

1987................. 106,370 2.0 86.4 769.70 64,190 2.2 84.0 849.60 42,180 1.8 89.5 648.10

1986................. 97,160 1.8 88.3 746.00 59,930 2.0 86.0 817.80 37,230 1.6 91.1 630.40

1985................. 86,030 1.6 89.9 725.90 54,090 1.8 87.9 789.30 31,940 1.4 92.5 618.60

1984................. 74,860 1.4 91.3 712.30 48,230 1.6 89.5 768.60 26,630 1.2 93.6 610.20

1983................. 60,120 1.1 92.5 712.70 39,760 1.3 90.9 763.60 20,360 0.9 94.5 613.30

1982................. 49,020 0.9 93.4 717.60 32,580 1.1 92.0 769.60 16,440 0.7 95.2 614.70

1981................. 40,540 0.8 94.2 747.20 26,970 0.9 92.9 800.20 13,570 0.6 95.8 641.90

1980................. 40,900 0.8 94.9 793.30 27,450 0.9 93.8 846.40 13,450 0.6 96.4 685.00

1979................. 37,280 0.7 95.6 909.60 25,140 0.9 94.7 965.80 12,140 0.5 96.9 793.30

1978................. 33,710 0.6 96.3 983.40 22,680 0.8 95.4 1033.60 11,030 0.5 97.4 880.20

1977................. 32,180 0.6 96.9 954.70 21,390 0.7 96.2 1014.70 10,790 0.5 97.8 835.70

1976................. 33,040 0.6 97.5 915.20 22,430 0.8 96.9 967.30 10,610 0.5 98.3 805.00

1975................. 28,980 0.6 98.1 863.30 19,900 0.7 97.6 902.70 9,080 0.4 98.7 776.90

1974................. 24,390 0.5 98.5 841.30 16,640 0.6 98.1 875.30 7,750 0.3 99.0 768.20

1973................. 20,510 0.4 98.9 799.00 13,660 0.5 98.6 834.10 6,850 0.3 99.3 728.90

1972................. 13,790 0.3 99.2 799.50 9,620 0.3 98.9 829.30 4,170 0.2 99.5 730.60

1971................. 12,170 0.2 99.4 789.30 8,630 0.3 99.2 805.20 3,540 0.2 99.6 750.70

1970................. 9,370 0.2 99.6 741.30 6,720 0.2 99.5 754.80 2,650 0.1 99.8 706.80

1969................. 7,230 0.1 99.7 689.90 5,340 0.2 99.6 697.70 1,890 0.1 99.8 668.10

1968................. 9,140 0.2 99.9 645.50 6,750 0.2 99.9 654.40 2,390 0.1 99.9 620.20

1967................. 1,990 b 99.9 730.10 1,580 0.1 99.9 743.10 410 b 100.0 679.70

1966................. 1,070 b 100.0 694.80 790 b 99.9 701.80 280 b 100.0 674.80

1965................. 840 b 100.0 676.90 600 b 100.0 663.70 240 b 100.0 709.90
5.D OASDI Current-Pay Benefits: Disabled Workers 

208 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2001

Monthly benefit (dollars) 

Total Men Women

Number Percent Number Percent Number Percent

All disabled workers................................... 5,265,190 100.0 2,951,850 100.0 2,313,340 100.0

Less than 300.00 .................................................. 215,960 4.1 72,190 2.4 143,770 6.2

300.00–349.90...................................................... 106,860 2.0 36,880 1.2 69,980 3.0

350.00–399.90...................................................... 112,040 2.1 39,280 1.3 72,760 3.1

400.00–449.90...................................................... 138,760 2.6 51,630 1.7 87,130 3.8

450.00–499.90...................................................... 292,530 5.6 105,040 3.6 187,490 8.1

500.00–549.90...................................................... 356,120 6.8 138,090 4.7 218,030 9.4

550.00–599.90...................................................... 358,040 6.8 149,620 5.1 208,420 9.0

600.00–649.90...................................................... 352,980 6.7 158,490 5.4 194,490 8.4

650.00–699.90...................................................... 329,990 6.3 157,530 5.3 172,460 7.5

700.00–749.90...................................................... 309,030 5.9 158,580 5.4 150,450 6.5

750.00–799.90...................................................... 284,100 5.4 152,460 5.2 131,640 5.7

800.00–849.90...................................................... 260,520 4.9 148,090 5.0 112,430 4.9

850.00–899.90...................................................... 239,960 4.6 144,390 4.9 95,570 4.1

900.00–949.90...................................................... 221,720 4.2 139,370 4.7 82,350 3.6

950.00–999.90...................................................... 199,100 3.8 130,870 4.4 68,230 2.9

1,000.00–1,049.90................................................ 184,890 3.5 127,050 4.3 57,840 2.5

1,050.00–1,099.90................................................ 162,470 3.1 114,850 3.9 47,620 2.1

1,100.00–1,149.90................................................ 146,780 2.8 108,780 3.7 38,000 1.6

1,150.00–1,199.90................................................ 136,760 2.6 104,980 3.6 31,780 1.4

1,200.00–1,249.90................................................ 129,620 2.5 101,740 3.4 27,880 1.2

1,250.00–1,299.90................................................ 150,450 2.9 121,510 4.1 28,940 1.3

1,300.00–1,349.90................................................ 145,110 2.8 119,730 4.1 25,380 1.1

1,350.00–1,399.90................................................ 122,380 2.3 103,330 3.5 19,050 0.8

1,400.00 or more................................................... 309,020 5.9 267,370 9.1 41,650 1.8

Average benefit (dollars)....................................... 814.90 913.80 688.70

Table 5.D3—Number and monthly benefits, by sex, December 1957–2001, selected years 

Year

Total Men Women

Number

Monthly

benefits

(thousands

 of dollars) Number

Monthly

benefits

(thousands

 of dollars) Number

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
5.D OASDI Current-Pay Benefits: Disabled Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 209

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2001 are based on a 10 percent sample. All other years are 100 percent data.

NOTE: . . . = not applicable. 

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.D4—Number, average age, and percentage distribution, by age and sex, December 1957–2001, 

selected years

Year

Total a

(thousands)

a. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disabilty Insurance). 

Average

 age

Percentage distribution

Total 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

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
5.D OASDI Current-Pay Benefits: Disabled Workers 

210 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 5.D4.1—Number and percentage distribution of disabled beneficiaries, by type of beneficiary and diagnostic 

group, December 2001

Diagnostic group Total Disabled workers Disabled adult children Disabled widow(er)s

Total number .................................................................... 6,208,670 5,267,884 736,531 204,255

Number with diagnosis available......................................... 5,935,637 5,217,345 a 518,746

a. 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.

 199,546

Infectious and parasitic diseases b .............................................

b. AIDS/HIV records are counted in the Infectious and parasitic diseases group. Before 1990, those records were included in the Other group.

 104,928 100,437 2,746 1,745

Neoplasms.................................................................................. 148,638 142,760 1,678 4,200

Endocrine, nutritional, and metabolic diseases........................... 262,545 239,610 2,744 20,191

Diseases of blood and blood-forming organs ............................. 14,961 12,847 1,768 346

Mental disorders

Mental retardation ................................................................... 595,675 273,850 312,248 9,577

Other ....................................................................................... 1,591,094 1,458,016 89,854 43,224

Diseases of the––

Nervous system and sense organs......................................... 579,860 505,146 60,574 14,140

Circulatory system................................................................... 569,329 543,509 3,080 22,740

Respiratory system ................................................................. 182,500 170,377 902 11,221

Digestive system ..................................................................... 77,337 74,673 503 2,161

Genitourinary system .............................................................. 92,419 88,945 1,695 1,779

Skin and subcutaneous tissue ................................................ 13,548 12,787 248 513

Musculoskeletal system and connective tissue....................... 1,289,045 1,231,143 4,346 53,556

Congenital anomalies ................................................................. 15,409 8,752 6,395 262

Injuries ........................................................................................ 255,979 242,279 8,613 5,087

Other........................................................................................... 142,370 112,214 21,352 8,804

Percentage distribution with diagnosis available................. 100.0 100.0 100.0 100.0

Infectious and parasitic diseases b ............................................. 1.8 1.9 0.5 0.9

Neoplasms.................................................................................. 2.5 2.7 0.3 2.1

Endocrine, nutritional, and metabolic diseases........................... 4.4 4.6 0.5 10.1

Diseases of blood and blood-forming organs ............................. 0.3 0.2 0.3 0.2

Mental disorders

Mental retardation ................................................................... 10.0 5.2 60.2 4.8

Other ....................................................................................... 26.8 27.9 17.3 21.7

Diseases of the––

Nervous system and sense organs......................................... 9.8 9.7 11.7 7.1

Circulatory system................................................................... 9.6 10.4 0.6 11.4

Respiratory system ................................................................. 3.1 3.3 0.2 5.6

Digestive system ..................................................................... 1.3 1.4 0.1 1.1

Genitourinary system .............................................................. 1.6 1.7 0.3 0.9

Skin and subcutaneous tissue ................................................ 0.2 0.2 c

c. Less than 0.05 percent.

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

 0.3

Musculoskeletal system and connective tissue....................... 21.7 23.6 0.8 26.8

Congenital anomalies ................................................................. 0.3 0.2 1.2 0.1

Injuries ........................................................................................ 4.3 4.6 1.7 2.5

Other........................................................................................... 2.4 2.2 4.1 4.4
 5.D OASDI Current-Pay Benefits: Disabled Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 211

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: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.D5—Number and percentage distribution, by diagnostic group, and sex, December 2001

Diagnostic group

Number Percentage distribution

Total Men Women Total Men Women

Total number............................................................. 5,267,884 2,947,745 2,320,139 . . . . . . . . .

Number with diagnosis available.................................. 5,217,345 2,913,523 2,303,822 100.0 100.0 100.0

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.

 100,437 76,389 24,048 1.9 2.6 1.0

Neoplasms......................................................................... 142,760 69,835 72,925 2.7 2.4 3.2

Endocrine, nutritional, and metabolic diseases.................. 239,610 98,452 141,158 4.6 3.4 6.1

Diseases of blood and blood-forming organs .................... 12,847 6,089 6,758 0.2 0.2 0.3

Mental disorders

Mental retardation .......................................................... 273,850 182,088 91,762 5.2 6.2 4.0

Other .............................................................................. 1,458,016 772,612 685,404 27.9 26.5 29.8

Diseases of the––

Nervous system and sense organs................................ 505,146 259,440 245,706 9.7 8.9 10.7

Circulatory system.......................................................... 543,509 371,201 172,308 10.4 12.7 7.5

Respiratory system ........................................................ 170,377 88,523 81,854 3.3 3.0 3.6

Digestive system ............................................................ 74,673 40,872 33,801 1.4 1.4 1.5

Genitourinary system ..................................................... 88,945 54,102 34,843 1.7 1.9 1.5

Skin and subcutaneous tissue ....................................... 12,787 5,319 7,468 0.2 0.2 0.3

Musculoskeletal system and connective tissue.............. 1,231,143 655,479 575,664 23.6 22.5 25.0

Congenital anomalies ........................................................ 8,752 4,644 4,108 0.2 0.2 0.2

Injuries ............................................................................... 242,279 173,097 69,182 4.6 5.9 3.0

Other.................................................................................. 112,214 55,381 56,833 2.2 1.9 2.5
5.D OASDI Current-Pay Benefits: Disabled Workers 

212 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Joseph Bondar (410) 965-0162 or Rona Blumenthal (410) 965-0163.

Table 5.D6—Number and percentage distribution, by diagnostic group, age, and sex, December 2001

Diagnostic group All ages Under 30 30–39 40–44 45–49 50–54 55–59 60–64

Total number.............................................................. 5,267,884 149,350 586,817 585,782 744,985 932,812 1,093,573 1,174,565

Number with diagnosis available................................... 5,217,345 148,629 585,388 583,004 738,725 924,118 1,083,412 1,154,069

Percentage distribution with diagnosis available........... 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

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 1.3 4.1 3.5 2.6 1.7 1.0 0.8

Neoplasms.......................................................................... 2.7 2.5 1.9 2.1 2.4 2.8 3.1 3.4

Endocrine, nutritional, and metabolic diseases................... 4.6 1.9 3.1 3.6 4.4 5.2 5.4 5.1

Diseases of blood and blood-forming organs ..................... 0.2 1.0 0.5 0.3 0.2 0.2 0.2 0.1

Mental disorders

Mental retardation ........................................................... 5.2 18.9 11.4 7.6 6.0 4.2 2.8 1.9

Other ............................................................................... 27.9 42.0 39.9 38.1 35.2 30.4 21.3 14.6

Diseases of the––

Nervous system and sense organs................................. 9.7 11.8 11.4 10.4 10.3 9.8 9.1 8.2

Circulatory system........................................................... 10.4 1.9 2.7 3.9 6.0 9.4 14.3 18.7

Respiratory system ......................................................... 3.3 0.7 1.0 1.3 1.8 2.7 4.5 6.0

Digestive system ............................................................. 1.4 1.0 1.2 1.6 1.9 1.6 1.3 1.2

Genitourinary system ...................................................... 1.7 2.9 2.4 2.0 1.9 1.8 1.4 1.1

Skin and subcutaneous tissue ........................................ 0.2 0.2 0.3 0.3 0.3 0.3 0.2 0.2

Musculoskeletal system and connective tissue............... 23.6 4.4 11.6 17.4 19.9 23.3 29.3 32.5

Congenital anomalies ......................................................... 0.2 0.7 0.3 0.2 0.1 0.1 0.1 0.1

Injuries ................................................................................ 4.6 7.0 6.2 5.5 4.7 4.3 3.9 4.1

Other................................................................................... 2.2 1.7 2.0 2.2 2.3 2.3 2.2 2.0

Total number, men ..................................................... 2,947,745 85,524 328,352 329,152 412,425 515,859 603,655 672,778

Number with diagnosis available................................... 2,913,523 85,100 327,508 327,229 408,046 509,747 596,749 659,144

Percentage distribution with diagnosis available........... 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Infectious and parasitic diseases a ..................................... 2.6 1.5 6.0 5.2 3.7 2.2 1.2 0.8

Neoplasms.......................................................................... 2.4 2.4 1.6 1.6 1.9 2.3 2.8 3.2

Endocrine, nutritional, and metabolic diseases................... 3.4 1.4 2.4 2.8 3.3 3.8 4.0 3.7

Diseases of blood and blood-forming organs ..................... 0.2 0.8 0.4 0.2 0.2 0.2 0.1 0.1

Mental disorders

Mental retardation ........................................................... 6.2 19.8 13.1 9.2 7.3 5.2 3.5 2.3

Other ............................................................................... 26.5 42.7 38.4 36.3 33.5 30.0 19.8 12.8

Diseases of the––

Nervous system and sense organs................................. 8.9 11.1 10.0 9.1 9.2 9.0 8.5 8.0

Circulatory system........................................................... 12.7 1.8 2.8 4.3 7.0 11.3 18.0 23.2

Respiratory system ......................................................... 3.0 0.4 0.7 1.0 1.4 2.3 4.3 6.0

Digestive system ............................................................. 1.4 0.7 1.0 1.5 2.0 1.7 1.3 1.2

Genitourinary system ...................................................... 1.9 2.9 2.6 2.2 2.2 1.9 1.5 1.2

Skin and subcutaneous tissue ........................................ 0.2 0.1 0.2 0.2 0.2 0.2 0.2 0.2

Musculoskeletal system and connective tissue............... 22.5 3.1 10.6 17.1 19.7 22.3 27.9 30.5

Congenital anomalies ......................................................... 0.2 0.6 0.3 0.2 0.1 0.1 0.1 0.1

Injuries ................................................................................ 5.9 9.1 8.3 7.3 6.2 5.6 4.9 4.8

Other................................................................................... 1.9 1.6 1.7 1.8 1.9 2.0 2.0 1.9

Total number, women................................................. 2,320,139 63,826 258,465 256,630 332,560 416,953 489,918 501,787

Number with diagnosis available................................... 2,303,822 63,529 257,880 255,775 330,679 414,371 486,663 494,925

Percentage distribution with diagnosis available........... 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Infectious and parasitic diseases a ..................................... 1.0 1.1 1.6 1.4 1.2 1.0 0.8 0.7

Neoplasms.......................................................................... 3.2 2.6 2.3 2.6 3.0 3.4 3.5 3.6

Endocrine, nutritional, and metabolic diseases................... 6.1 2.6 3.9 4.7 5.7 7.0 7.2 7.0

Diseases of blood and blood-forming organs ..................... 0.3 1.2 0.6 0.3 0.3 0.2 0.2 0.2

Mental disorders

Mental retardation ........................................................... 4.0 17.7 9.3 5.7 4.4 2.9 1.9 1.3

Other ............................................................................... 29.8 41.0 41.8 40.4 37.2 30.9 23.1 17.1

Diseases of the––

Nervous system and sense organs................................. 10.7 12.9 13.1 12.0 11.7 10.9 9.7 8.4

Circulatory system........................................................... 7.5 2.0 2.6 3.5 4.7 7.0 9.9 12.7

Respiratory system ......................................................... 3.6 1.1 1.4 1.7 2.2 3.2 4.8 6.0

Digestive system ............................................................. 1.5 1.5 1.6 1.7 1.7 1.5 1.3 1.2

Genitourinary system ...................................................... 1.5 3.0 2.3 1.8 1.6 1.5 1.2 1.0

Skin and subcutaneous tissue ........................................ 0.3 0.4 0.4 0.4 0.4 0.3 0.3 0.3

Musculoskeletal system .................................................. 25.0 6.2 13.0 17.7 20.1 24.6 31.0 35.1

Congenital anomalies ......................................................... 0.2 0.7 0.3 0.2 0.2 0.1 0.1 0.1

Injuries ................................................................................ 3.0 4.1 3.6 3.2 2.8 2.6 2.7 3.2

Other................................................................................... 2.5 1.8 2.4 2.7 2.7 2.7 2.4 2.2
5.E OASDI Current-Pay Benefits: Disabled Workers and Dependents

Social Security Bulletin • Annual Statistical Supplement • 2002 213

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 type of benefit and primary insurance amount, 

December 2001

Primary insurance amount (dollars)

Disabled workers Spouses Children

Number Percent Number Percent Number Percent

Total ....................................................................... 5,265,190 100.0 157,430 100.0 1,490,420 100.0

Less than 300.00 ............................................................... 201,250 3.8 50 a

 a. Less than 0.05 percent.

480 a

300.00–349.90................................................................... 109,240 2.1 230 0.1 1,650 0.1

350.00-399.90.................................................................... 109,590 2.1 90 0.1 1,100 0.1

400.00–449.90................................................................... 133,810 2.5 290 0.2 2,870 0.2

450.00–499.90................................................................... 295,340 5.6 2,690 1.7 46,890 3.1

500.00–549.90................................................................... 357,570 6.8 6,250 4.0 106,150 7.1

550.00–599.90................................................................... 356,780 6.8 7,680 4.9 122,330 8.2

600.00–649.90................................................................... 348,710 6.6 8,160 5.2 122,860 8.2

650.00–699.90................................................................... 326,940 6.2 9,180 5.8 120,650 8.1

700.00–749.90................................................................... 306,290 5.8 8,710 5.5 110,500 7.4

750.00–799.90................................................................... 282,420 5.4 9,050 5.7 102,270 6.9

800.00–849.90................................................................... 260,940 5.0 8,310 5.3 95,310 6.4

850.00–899.90................................................................... 239,740 4.6 7,860 5.0 86,670 5.8

900.00–949.90................................................................... 221,860 4.2 7,960 5.1 77,270 5.2

950.00–999.90................................................................... 199,650 3.8 7,300 4.6 66,790 4.5

1,000.00–1,049.90............................................................. 186,070 3.5 6,920 4.4 60,040 4.0

1,050.00–1,099.90............................................................. 164,580 3.1 6,380 4.1 49,930 3.4

1,100.00–1,149.90............................................................. 149,110 2.8 6,220 4.0 43,960 2.9

1,150.00–1,199.90............................................................. 138,710 2.6 6,250 4.0 39,190 2.6

1,200.00–1,249.90............................................................. 131,920 2.5 6,190 3.9 35,050 2.4

1,250.00–1,299.90............................................................. 154,140 2.9 7,790 4.9 39,540 2.7

1,300.00–1,349.90............................................................. 148,420 2.8 8,100 5.1 39,280 2.6

1,350.00–1,399.90............................................................. 125,170 2.4 6,980 4.4 30,600 2.1

1,400.00 or more................................................................ 316,940 6.0 18,790 11.9 89,040 6.0

Average primary insurance amount (dollars)..................... 820.30 993.90 867.30

Table 5.E2—Average monthly benefit, by type of benefit, age, and sex, December 1957–2001, 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

1986....................................... 487.90 539.20 383.90 131.40 101.20 141.40 138.40 186.70 201.60

1987....................................... 508.20 562.50 399.70 135.80 86.10 146.40 143.00 195.70 213.40

1988....................................... 529.50 587.00 416.40 139.70 86.60 150.90 146.70 205.00 228.00

1989....................................... 556.00 617.10 438.20 145.50 91.50 156.70 151.90 218.20 240.60

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
5.F OASDI Current-Pay Benefits: Dependents and Survivors

214 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

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

1950–2001, 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.

Total 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

Benefit

(thousands

of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

(thousands

 of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

(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

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
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 215

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample. 

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

Table 5.F3.—Number and percentage distribution of wives with entitlement based on age, by monthly benefit and 

age, December 2001 

Monthly benefit (dollars)

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85 or older

Total number......................................... 2,700,150 319,500 742,020 713,970 531,820 280,350 112,490

Total percent......................................... 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 150.00 ......................................... 5.6 10.2 6.3 4.6 4.4 4.1 3.4

150.00–174.90............................................. 1.6 1.9 1.6 1.4 1.5 1.5 2.1

175.00–199.90............................................. 2.1 2.7 2.2 1.9 1.9 1.8 1.6

200.00–224.90............................................. 2.2 2.6 2.3 2.0 2.1 1.9 1.9

225.00–249.90............................................. 2.5 2.8 2.4 2.4 2.5 2.3 2.5

250.00–274.90............................................. 2.6 3.1 2.6 2.5 2.5 2.4 2.5

275.00–299.90............................................. 2.7 2.9 2.8 2.6 2.6 2.7 2.6

300.00–324.90............................................. 3.0 3.1 3.0 2.9 3.0 2.9 3.1

325.00–349.90............................................. 3.4 3.5 3.5 3.3 3.4 3.4 3.6

350.00–374.90............................................. 3.8 3.8 3.6 3.8 3.8 4.0 5.6

375.00–399.90............................................. 4.3 3.9 3.9 4.3 4.6 5.0 5.9

400.00–424.90............................................. 5.3 4.6 4.5 5.1 6.5 6.4 6.4

425.00–449.90............................................. 7.2 4.8 5.2 7.1 11.1 8.3 6.0

450.00–474.90............................................. 8.0 5.7 6.2 9.2 10.9 7.4 5.4

475.00–499.90............................................. 9.5 8.4 10.1 12.3 7.6 8.1 4.7

500.00–524.90............................................. 8.0 9.7 10.5 8.6 4.6 5.6 4.5

525.00–549.90............................................. 5.5 8.7 7.1 4.3 3.8 4.9 4.1

550.00–574.90............................................. 4.0 6.6 3.9 3.1 3.4 4.4 4.4

575.00–599.90............................................. 3.3 4.3 2.7 3.0 3.2 4.2 4.0

600.00–624.90............................................. 2.8 2.7 2.3 2.6 3.1 4.3 3.3

625.00–649.90............................................. 2.7 1.5 2.4 2.6 3.3 3.4 3.5

650.00–674.90............................................. 2.3 1.0 2.2 2.4 2.8 2.5 3.4

675.00–699.90............................................. 1.9 0.6 2.1 2.1 2.3 1.5 2.6

700.00 or more............................................. 5.7 0.7 6.6 5.8 4.9 7.0 12.9

Average benefit (dollars).............................. 444.60 404.20 443.90 447.80 445.50 464.70 488.50
5.F OASDI Current-Pay Benefits: Dependents and Survivors 

216 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

Table 5.F4—Number of children and total monthly benefit, by type of benefit, December 1940–2001, selected years

Year

Number of children of––

Monthly benefit 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

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

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

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
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 217

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

Table 5.F6—Average monthly benefit for survivors, by type of benefit, December 1940–2001, 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
5.F OASDI Current-Pay Benefits: Dependents and Survivors 

218 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

Table 5.F7—Number and percentage distribution of survivors, by type of benefit and primary insurance amount, 

December 2001

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 .................................. 195,160 100.0 4,624,690 100.0 2,650 100.0 202,020 100.0 1,890,280 100.0

Less than 300.00 ......................... 4,890 2.5 36,410 0.8 30 1.1 2,590 1.3 93,180 4.9

300.00–349.90............................. 2,070 1.1 97,920 2.1 40 1.5 2,210 1.1 60,400 3.2

350.00–399.90............................. 2,240 1.1 46,110 1.0 10 0.4 1,900 0.9 42,100 2.2

400.00–449.90............................. 2,490 1.3 56,980 1.2 30 1.1 2,160 1.1 44,150 2.3

450.00–499.90............................. 5,630 2.9 96,900 2.1 50 1.9 4,780 2.4 87,800 4.6

500.00–549.90............................. 7,210 3.7 108,830 2.4 210 7.9 5,790 2.9 103,190 5.5

550.00–599.90............................. 7,920 4.1 114,070 2.5 140 5.3 6,210 3.1 104,980 5.6

600.00–649.90............................. 8,380 4.3 123,440 2.7 100 3.8 7,060 3.5 103,830 5.5

650.00–699.90............................. 8,360 4.3 128,330 2.8 150 5.7 7,930 3.9 102,760 5.4

700.00–749.90............................. 8,600 4.4 155,020 3.4 160 6.0 8,560 4.2 101,930 5.4

750.00–799.90............................. 9,480 4.9 167,880 3.6 150 5.7 9,060 4.5 96,730 5.1

800.00–849.90............................. 10,110 5.2 219,940 4.8 170 6.4 9,700 4.8 101,420 5.4

850.00–899.90............................. 9,950 5.1 286,680 6.2 150 5.7 10,110 5.0 98,690 5.2

900.00–949.90............................. 9,420 4.8 292,620 6.3 120 4.5 10,950 5.4 88,140 4.7

950.00–999.90............................. 8,860 4.5 291,150 6.3 80 3.0 10,840 5.4 76,090 4.0

1,000.00–1,049.90....................... 9,140 4.7 315,660 6.8 130 4.9 11,760 5.8 73,060 3.9

1,050.00–1,099.90....................... 7,750 4.0 267,000 5.8 60 2.3 10,610 5.3 62,920 3.3

1,100.00–1,149.90....................... 7,890 4.0 298,940 6.5 60 2.3 10,470 5.2 59,240 3.1

1,150.00–1,199.90....................... 7,050 3.6 320,820 6.9 150 5.7 10,960 5.4 54,070 2.9

1,200.00–1,249.90....................... 7,150 3.7 290,310 6.3 140 5.3 9,640 4.8 50,280 2.7

1,250.00–1,299.90....................... 8,000 4.1 298,210 6.4 100 3.8 12,740 6.3 53,550 2.8

1,300.00–1,349.90.......................

1,350.00–1,399.90.......................

7,890

6,690

4.0

3.4

234,720

133,590

5.1

2.9

170

80

6.4

3.0

11,060

8,560

5.5

4.2

49,890

40,720

2.6

2.2

1,400.00 or more.......................... 27,990 14.3 243,160 5.3 170 6.4 16,370 8.1 141,160 7.5
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 219

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

Table 5.F8—Number of widow(er)s and total monthly benefit, by type of benefit, December 1950–2001

Year

Total

Nondisabled–– 

Disabled

Widows Widowers widow(er)s

Number

Benefit

 (thousands

of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

(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
5.F OASDI Current-Pay Benefits: Dependents and Survivors

220 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent 

sample.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or 

Dana Nichelle 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 Nichelle Mercer (410) 966-6377.

Table 5.F9—Number, percentage, and average monthly 

benefit, by year of entitlement as nondisabled 

widow(er), December 2001

Year of

entitlement

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

 a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Total .................. . 4,624,690 100.0 . . . 840.80

2000–2001.................. 568,190 12.3 903.50

1995–1999.................. 1,237,550 26.8 . . . 891.90

1990–1994................. . 991,200 21.4 . . . 871.80

1985–1989................. . 805,080 17.4 . . . 823.00

1980–1984.................. 558,050 12.1 . . . 767.30

1975–1979.................. 280,940 6.1 . . . 700.50

1970–1974.................. 133,960 2.9 . . . 654.90

1965–1969................. . 45,340 1.0 . . . 642.60

Before 1965 ................ 4,380 0.1 . . . 620.10

2001............................ 274,140 5.9 5.9 905.30

2000............................ 294,050 6.4 12.3 901.80

1999............................ 276,930 6.0 18.3 891.90

1998............................ 263,360 5.7 24.0 893.20

1997............................ 246,220 5.3 29.3 890.80

1996............................ 229,500 5.0 34.3 893.90

1995............................ 221,540 4.8 39.0 889.80

1994........................... . 214,690 4.6 43.7 888.60

1993............................ 206,660 4.5 48.2 879.70

1992............................ 197,350 4.3 52.4 875.20

1991............................ 188,060 4.1 56.5 860.60

1990............................ 184,440 4.0 60.5 850.90

1989............................ 173,860 3.8 64.2 843.30

1988............................ 168,230 3.6 67.9 833.70

1987............................ 161,250 3.5 71.4 824.60

1986............................ 156,360 3.4 74.7 809.50

1985............................ 145,380 3.1 77.9 799.10

1984............................ 136,340 2.9 80.8 788.10

1983............................ 125,010 2.7 83.5 772.70

1982............................ 109,740 2.4 85.9 769.30

1981............................ 101,520 2.2 88.1 752.10

1980............................ 85,440 1.8 90.0 741.80

1979............................ 75,220 1.6 91.6 726.10

1978............................ 63,340 1.4 92.9 715.70

1977............................ 49,290 1.1 94.0 698.50

1976............................ 50,030 1.1 95.1 671.80

1975............................ 43,060 0.9 96.0 668.70

1974............................ 36,750 0.8 96.8 665.40

1973............................ 31,640 0.7 97.5 655.70

1972............................ 25,790 0.6 98.1 649.80

1971............................ 22,160 0.5 98.5 646.10

1970............................ 17,620 0.4 98.9 650.00

1969............................ 13,190 0.3 99.2 654.70

1968............................ 11,150 0.2 99.5 643.10

1967............................ 8,340 0.2 99.6 639.40

1966............................ 5,960 0.1 99.8 632.40

1965............................ 6,700 0.1 99.9 630.70

Table 5.F10—Number, percentage, and average 

monthly benefit, by year of entitlement as disabled 

widow(er), December 2001

Year of

entitlement

Number

as of

December

2001

Percentage

distribution

Cumulative

percentage a

 a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Total........................ 202,020 100.0 . . . 535.20

2000–2001 ...................... 35,020 17.3 . . . 534.10

1995–1999 ...................... 107,840 53.4 . . . 533.10

1991–1995 ...................... 53,270 26.4 . . . 539.70

1987–1990 ...................... 5,890 2.9 . . . 540.00

2001 ................................ 13,600 6.7 6.7 530.90

2000 ................................ 21,420 10.6 17.3 536.00

1999 ................................ 24,520 12.1 29.5 548.10

1998 ................................ 22,830 11.3 40.8 532.00

1997 ................................ 22,530 11.2 51.9 525.30

1996 ................................ 21,000 10.4 62.3 525.00

1995 ................................ 16,960 8.4 70.7 533.40

1994 ................................ 15,840 7.8 78.6 535.70

1993 ................................ 12,740 6.3 84.9 530.40

1992 ................................ 10,310 5.1 90.0 544.80

1991 ................................ 10,530 5.2 95.2 540.40

1990 ................................ 3,850 1.9 97.1 572.10

1989 ................................ 2,930 1.5 98.5 542.10

1988 ................................ 1,810 0.9 99.4 529.50

1987 ................................ 1,150 0.6 100.0 551.40
 5.F OASDI Current-Pay Benefits: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 221

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Rona Blumenthal (410) 965-0163 or Dana Nichelle Mercer (410) 966-6377.

Table 5.F11—Number and percentage distribution of nondisabled widows, by monthly benefit and age, 

December 2001

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 ........................ 4,586,220 125,390 309,270 672,810 770,290 912,010 826,950 573,660 395,840

Total percent ........................ 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 300.00 ............................ 3.1 3.3 4.1 3.2 3.5 3.4 3.0 2.8 1.2

300.00–349.90................................ 2.0 1.3 1.3 1.4 1.5 1.8 2.1 2.5 4.6

350.00–399.90................................ 2.2 2.5 2.3 2.0 2.1 2.3 2.2 2.3 2.0

400.00–449.90................................ 2.5 2.9 2.9 2.4 2.4 2.5 2.4 2.7 2.9

450.00–499.90................................ 3.1 3.3 3.2 2.9 2.8 3.0 3.0 3.3 4.0

500.00–549.90................................ 3.4 3.6 3.2 3.1 3.1 3.4 3.4 3.6 4.2

550.00–599.90................................ 4.0 4.2 3.7 3.7 3.7 3.9 4.1 4.6 4.6

600.00–649.90................................ 4.9 5.0 4.6 4.3 4.3 4.9 5.1 5.9 5.0

650.00–699.90................................ 5.7 5.4 5.2 5.0 5.2 5.6 5.9 6.4 6.7

700.00–749.90................................ 6.2 6.0 6.0 5.5 5.7 6.3 6.3 6.4 8.0

750.00–799.90................................ 6.7 6.2 6.8 6.4 6.4 6.5 6.3 6.7 9.1

800.00–849.90................................ 7.0 6.4 6.8 6.9 7.2 7.5 6.2 6.6 8.3

850.00–899.90................................ 7.7 7.6 7.8 7.9 8.6 8.1 6.8 6.6 8.6

900.00–949.90................................ 7.9 8.5 9.5 10.0 8.9 7.5 6.8 5.9 6.8

950.00–999.90................................ 8.0 9.4 11.0 9.4 7.9 8.0 7.4 6.7 6.8

1,000.00–1,049.90.......................... 4.5 6.6 6.0 4.7 4.8 4.3 4.1 3.8 3.7

1,050.00–1,099.90.......................... 4.7 6.9 5.7 5.2 5.5 4.5 4.6 4.0 3.0

1,100.00–1,149.90.......................... 3.4 4.9 4.0 4.1 3.7 3.4 3.4 3.0 1.7

1,150.00–1,199.90.......................... 2.8 3.7 2.5 3.0 3.1 3.1 2.9 2.5 1.4

1,200.00–1,249.90.......................... 2.2 1.5 1.4 2.2 2.7 2.6 2.5 1.8 1.0

1,250.00–1,299.90.......................... 2.0 0.5 0.9 2.3 2.4 2.0 2.4 2.0 1.0

1,300.00–1,349.90.......................... 1.4 0.2 0.5 1.6 1.5 1.3 1.8 1.9 0.9

1,350.00–1,399.90.......................... 1.0 0.1 0.3 1.0 0.9 0.9 1.5 1.6 0.8

1,400.00 or more............................. 3.4 0.1 0.5 1.6 2.2 3.2 5.9 6.3 3.7

Average benefit (dollars)................. 842.50 811.50 808.60 845.30 844.70 839.70 869.50 855.60 801.00
5.F OASDI Current-Pay Benefits: Dependents and Survivors 

222 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 5.F12—Number of widowed mothers and fathers and total monthly benefit, by type of benefit, December 

1950–2001, selected years

Year

Total

Widowed

Surviving

 divorced

Total mothers and fathers

With at least 

1 child

under age 16a

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

Benefit

(thousands

of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

(thousands

of dollars) Number

Benefit

 (thousands

of dollars) Number

Benefit

(thouands

of dollars)

1950....................................... 169,438 5,801 169,426 5,800 169,426 5,800 . . . . . . 12 c 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 Nichelle 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
 5.F OASDI Current-Pay Benefits: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 223

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 reduction status 

and limitation of benefit, December 2001

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 ............... 4,151,560 846.00 1,929,730 943.00 975,630 1,048.00 954,100 835.70 a 2,221,830

a. Includes 153,040 widows with benefits also limited due to early retirement of spouse.

 761.70

65–69.............................. 672,810 845.30 117,370 983.40 82,310 1,024.60 35,060 886.60 555,440 816.20

65 ................................ 130,030 840.70 11,110 1,015.00 9,370 1,034.30 1,740 910.90 118,920 824.40

66 ................................ 133,030 845.20 18,730 995.10 14,420 1,021.20 4,310 907.60 114,300 820.70

67 ................................ 135,480 852.60 25,200 1,002.20 18,450 1,039.30 6,750 900.80 110,280 818.40

68 ................................ 132,720 844.40 27,790 969.70 18,560 1,022.40 9,230 863.80 104,930 811.20

69 ................................ 141,550 843.60 34,540 964.10 21,510 1,011.80 13,030 885.20 107,010 804.80

70–74.............................. 770,290 844.70 256,370 952.40 137,230 1,022.70 119,140 871.40 513,920 791.00

70 ................................ 137,520 847.10 37,770 964.80 22,120 1,025.90 15,650 878.60 99,750 802.50

71 ................................ 148,950 846.00 45,240 953.80 24,500 1,028.20 20,740 866.00 103,710 798.90

72 ................................ 151,720 848.00 50,120 960.60 27,320 1,023.90 22,800 884.70 101,600 792.50

73 ................................ 160,480 843.70 57,420 949.30 29,890 1,020.70 27,530 871.80 103,060 784.80

74 ................................ 171,620 839.80 65,820 940.80 33,400 1,017.50 32,420 861.80 105,800 777.00

75–79.............................. 912,010 839.70 416,060 943.90 200,870 1,044.70 215,190 849.80 495,950 752.40

75 ................................ 176,490 839.30 71,750 947.00 36,070 1,035.30 35,680 857.70 104,740 765.50

76 ................................ 177,210 838.20 76,480 940.50 36,640 1,037.40 39,840 851.40 100,730 760.50

77 ................................ 187,180 834.40 86,060 934.50 41,170 1,033.00 44,890 844.10 101,120 749.20

78 ................................ 183,440 840.30 87,430 944.50 41,910 1,050.20 45,520 847.30 96,010 745.30

79 ................................ 187,690 846.40 94,340 952.30 45,080 1,063.60 49,260 850.40 93,350 739.40

80–84.............................. 826,950 869.50 471,830 975.70 220,110 1,109.00 251,720 859.20 355,120 728.40

80 ................................ 192,360 854.60 100,780 959.00 47,200 1,079.60 53,580 852.70 91,580 739.80

81 ................................ 182,940 865.50 100,410 971.20 47,310 1,097.90 53,100 858.40 82,530 736.90

82 ................................ 161,070 868.50 92,440 977.00 43,070 1,110.00 49,370 860.90 68,630 722.30

83 ................................ 152,690 882.20 92,560 986.30 42,260 1,135.10 50,300 861.20 60,130 722.10

84 ................................ 137,890 882.70 85,640 988.10 40,270 1,128.00 45,370 863.90 52,250 709.90

85–89.............................. 573,660 855.60 382,640 949.00 177,940 1,093.10 204,700 823.80 191,020 668.40

85 ................................ 133,180 868.80 85,720 972.70 38,970 1,112.30 46,750 856.40 47,460 681.10

86 ................................ 125,480 864.20 83,260 961.50 38,520 1,110.30 44,740 833.40 42,220 672.30

87 ................................ 115,660 856.90 77,130 952.80 36,340 1,103.70 40,790 818.30 38,530 664.90

88 ................................ 105,200 846.90 71,560 933.40 33,650 1,078.80 37,910 804.30 33,640 662.90

89 ................................ 94,140 833.50 64,970 914.60 30,460 1,049.80 34,510 795.20 29,170 653.00

90 or older....................... 395,840 801.00 285,460 854.70 157,170 950.00 128,290 737.90 110,380 662.10
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

224 Social Security Bulletin • Annual Statistical Supplement • 2002

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—Number and percentage distribution of persons receiving both a retired-worker and a secondary 

benefit without and with reduction for early retirement, by primary insurance amount and sex, December 2001

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 

Total ............................................ 6,076,350 100.0 1,087,650 100.0 4,988,700 100.0

Less than 250.00 ................................... 697,270 11.5 104,330 9.6 592,940 11.9

250.00–299.90....................................... 403,570 6.6 59,180 5.4 344,390 6.9

300.00–349.90....................................... 581,020 9.6 96,030 8.8 484,990 9.7

350.00–399.90....................................... 383,540 6.3 63,830 5.9 319,710 6.4

400.00–449.90....................................... 435,860 7.2 73,150 6.7 362,710 7.3

450.00–499.90....................................... 690,090 11.4 123,080 11.3 567,010 11.4

500.00–549.90....................................... 629,600 10.4 112,860 10.4 516,740 10.4

550.00–599.90....................................... 514,270 8.5 97,480 9.0 416,790 8.4

600.00–649.90....................................... 415,530 6.8 80,210 7.4 335,320 6.7

650.00–699.90....................................... 286,460 4.7 57,070 5.2 229,390 4.6

700.00–749.90....................................... 220,900 3.6 45,660 4.2 175,240 3.5

750.00–799.90....................................... 178,650 2.9 38,020 3.5 140,630 2.8

800.00–849.90....................................... 146,240 2.4 30,910 2.8 115,330 2.3

850.00–899.90....................................... 124,090 2.0 26,680 2.5 97,410 2.0

900.00–949.90....................................... 101,350 1.7 20,890 1.9 80,460 1.6

950.00–999.90....................................... 75,380 1.2 15,210 1.4 60,170 1.2

1,000.00–1,049.90................................. 61,130 1.0 11,930 1.1 49,200 1.0

1,050.00–1,099.90................................. 41,540 0.7 7,840 0.7 33,700 0.7

1,100.00 or more.................................... 89,860 1.5 23,290 2.1 66,570 1.3

Men

Subtotal ......................................... 114,770 100.0 29,930 100.0 84,840 100.0

Less than 250.00 ................................... 8,310 7.2 3,850 12.9 4,460 5.3

250.00–299.90....................................... 3,940 3.4 1,570 5.2 2,370 2.8

300.00–349.90....................................... 6,950 6.1 2,670 8.9 4,280 5.0

350.00–399.90....................................... 3,870 3.4 1,370 4.6 2,500 2.9

400.00–449.90....................................... 4,920 4.3 1,890 6.3 3,030 3.6

450.00–499.90....................................... 7,350 6.4 2,350 7.9 5,000 5.9

500.00–549.90....................................... 7,400 6.4 2,230 7.5 5,170 6.1

550.00–599.90....................................... 6,530 5.7 2,060 6.9 4,470 5.3

600.00–649.90....................................... 6,400 5.6 1,720 5.7 4,680 5.5

650.00–699.90....................................... 4,900 4.3 970 3.2 3,930 4.6

700.00–749.90....................................... 5,290 4.6 1,050 3.5 4,240 5.0

750.00–799.90....................................... 4,970 4.3 910 3.0 4,060 4.8

800.00–849.90....................................... 4,780 4.2 820 2.7 3,960 4.7

850.00–899.90....................................... 4,410 3.8 860 2.9 3,550 4.2

900.00–949.90....................................... 5,040 4.4 850 2.8 4,190 4.9

950.00–999.90....................................... 4,880 4.3 680 2.3 4,200 5.0

1,000.00–1,049.90................................. 5,300 4.6 860 2.9 4,440 5.2

1,050.00–1,099.90................................. 4,340 3.8 650 2.2 3,690 4.3

1,100.00 or more.................................... 15,190 13.2 2,570 8.6 12,620 14.9

Women

Subtotal .......................................... 5,961,580 100.0 1,057,720 100.0 4,903,860 100.0

Less than 250.00 ................................... 688,960 11.6 100,480 9.5 588,480 12.0

250.00–299.90....................................... 399,630 6.7 57,610 5.4 342,020 7.0

300.00–349.90....................................... 574,070 9.6 93,360 8.8 480,710 9.8

350.00–399.90....................................... 379,670 6.4 62,460 5.9 317,210 6.5

400.00–449.90....................................... 430,940 7.2 71,260 6.7 359,680 7.3

450.00–499.90....................................... 682,740 11.5 120,730 11.4 562,010 11.5

500.00–549.90....................................... 622,200 10.4 110,630 10.5 511,570 10.4

550.00–599.90....................................... 507,740 8.5 95,420 9.0 412,320 8.4

600.00–649.90....................................... 409,130 6.9 78,490 7.4 330,640 6.7

650.00–699.90....................................... 281,560 4.7 56,100 5.3 225,460 4.6

700.00–749.90....................................... 215,610 3.6 44,610 4.2 171,000 3.5

750.00–799.90....................................... 173,680 2.9 37,110 3.5 136,570 2.8

800.00–849.90....................................... 141,460 2.4 30,090 2.8 111,370 2.3

850.00–899.90....................................... 119,680 2.0 25,820 2.4 93,860 1.9

900.00–949.90....................................... 96,310 1.6 20,040 1.9 76,270 1.6

950.00–999.90....................................... 70,500 1.2 14,530 1.4 55,970 1.1

1,000.00–1,049.90................................. 55,830 0.9 11,070 1.0 44,760 0.9

1,050.00–1,099.90................................. 37,200 0.6 7,190 0.7 30,010 0.6

1,100.00 or more.................................... 74,670 1.3 20,720 2.0 53,950 1.1
 5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Social Security Bulletin • Annual Statistical Supplement • 2002 225

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1993–2001 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 1952–2001

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 a1,137,251 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
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

226 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2001

Type of secondary benefit Number

Average monthly benefit (dollars)

Combined benefit

Retired

worker benefit

Reduced

secondary benefit

All dually entitled retired workers............................ 6,076,350 787.70 436.00 351.70

Wives and husbands.......................................................... 2,609,300 525.20 347.40 177.80

Wives ............................................................................. 2,583,730 525.90 347.50 178.40

Of retired workers....................................................... 2,551,960 526.20 347.60 178.60

Of disabled workers.................................................... 31,770 497.20 338.10 159.10

Husbands....................................................................... 25,570 455.40 336.00 119.40

Of retired workers....................................................... 24,700 456.80 337.10 119.70

Of disabled workers.................................................... 870 415.60 304.10 111.50

Widow(er)s......................................................................... 3,466,500 985.20 502.70 482.50

Widows........................................................................... 3,377,330 987.10 497.80 489.30

Widowers ....................................................................... 89,170 912.40 686.00 226.40

Parents............................................................................... 550 858.40 429.50 428.90

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

retired-worker benefit as a percentage of both benefits, December 2001

Retired-worker and secondary benefits 

combined (dollars) 

Number 

Average combined monthly benefit 

(dollars)

Retired-worker benefit as a percentage

of the retired-worker and secondary 

benefits combined

Wives or

husbands Widow(er)s

Wives or

husbands Widow(er)s

Wives or

husbands Widow(er)s

All dually entitled retired workers.... a 2,609,300

 a. Includes 25,570 husbands.

b 3,466,500

 b. Includes 89,170 widowers.

 522.60 991.40 66 51

Less than 200.00 ................................... 20,290 2,510 156.90 153.10 81 77

200.00–249.90....................................... 27,560 3,460 226.30 227.70 76 75

250.00–299.90....................................... 43,830 8,130 276.20 278.30 72 76

300.00–349.90....................................... 70,450 16,250 326.80 325.00 69 76

350.00–399.90....................................... 125,530 19,560 377.20 376.20 68 71

400.00–449.90....................................... 257,340 30,130 427.70 426.30 67 69

450.00–499.90....................................... 479,780 46,180 476.40 475.90 67 69

500.00–549.90....................................... 631,900 58,380 523.60 525.30 69 68

550.00–599.90....................................... 407,320 70,210 572.20 575.40 68 66

600.00–649.90....................................... 252,170 88,670 623.10 625.10 66 65

650.00–699.90....................................... 149,660 106,660 671.90 675.30 63 63

700.00–749.90....................................... 77,440 134,240 721.90 725.80 60 62

750.00–799.90....................................... 38,900 175,170 768.70 775.60 58 61

800.00–849.90....................................... 10,340 218,810 820.60 825.30 52 59

850.00–899.90....................................... 4,340 270,420 873.60 874.40 48 58

900.00–949.90....................................... 3,130 303,120 923.50 925.20 47 55

950.00–999.90....................................... 1,850 303,910 974.00 974.40 48 52

1,000.00–1,049.90................................. c 7,470

 c. $1,000 or more.

292,330 c 1,172.00 1,024.20 c 41 51

1,050.00–1,099.90................................. . . . 260,530 . . . 1,073.40 . . . 49

1,100.00–1,149.90................................. . . . 206,610 . . . 1,123.20 . . . 48

1,150.00–1,199.90................................. . . . 177,260 . . . 1,173.70 . . . 47

1,200.00–1,249.90................................. . . . 150,700 . . . 1,223.60 . . . 45

1,250.00–1,299.90................................. . . . 130,890 . . . 1,273.60 . . . 44

1,300.00–1,349.90................................. . . . 104,240 . . . 1,321.70 . . . 42

1,350.00–1,399.90................................. . . . 70,410 . . . 1,373.20 . . . 42

1,400.00 or more.................................. .. . . . 217,720 . . . 1,633.50 . . . 37
 5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Social Security Bulletin • Annual Statistical Supplement • 2002 227

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—Number and percentage distribution, by total combined monthly benefit and retired-worker benefit, 

December 2001

Total combined

monthly benefit

(dollars) Number Total

 Percentage distribution by dollar amount of retired-worker benefit

 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

 Total ............... a 2,609,300

a. Includes 25,570 husbands.

 100.0 16.3 11.1 11.0 9.8 13.9 14.6 11.1 6.6 3.1 1.6 0.6 0.3

 Less than 200.00 ...... 20,290 100.0 100.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

 200.00–249.90.......... 27,560 100.0 66.1 33.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

 250.00–299.90.......... 43,830 100.0 46.9 29.0 24.1 . . . . . . . . . . . . . . . . . . . . . . . . . . .

 300.00–349.00.......... 70,450 100.0 35.1 23.9 24.0 17.0 . . . . . . . . . . . . . . . . . . . . . . . .

 350.00–399.90.......... 125,530 100.0 27.3 19.4 19.9 17.7 15.7 . . . . . . . . . . . . . . . . . . . . .

 400.00–449.90.......... 257,340 100.0 22.4 14.8 14.1 13.2 21.3 14.1 . . . . . . . . . . . . . . . . . .

 450.00–499.90.......... 479,780 100.0 17.9 12.2 11.9 11.1 18.3 19.2 9.4 . . . . . . . . . . . . . . .

 500.00–549.90.......... 631,900 100.0 11.4 9.0 9.9 9.6 16.2 19.5 17.0 7.5 . . . . . . . . . . . .

 550.00–599.90.......... 407,320 100.0 9.1 7.7 8.6 8.3 12.4 17.0 16.6 14.6 5.7 . . . . . . . . .

 600.00–649.90.......... 252,170 100.0 9.7 7.4 7.7 7.5 9.6 13.3 14.3 13.6 11.8 5.0 . . . . . .

 650.00–699.90.......... 149,660 100.0 9.8 7.7 7.6 7.1 8.5 10.2 12.4 11.6 10.7 10.6 3.8 . . .

 700.00 or more.......... 143,470 100.0 10.2 7.9 8.5 7.8 6.9 7.6 11.0 10.2 8.9 8.3 7.0 5.8

Dually entitled widow(er)s

 Total ............... b 3,466,500

b. Includes 89,170 widowers.

 100.0 6.3 5.3 9.0 7.4 8.8 8.9 8.7 7.8 6.9 6.3 5.4 19.2

Less than 200.00 ....... 2,510 100.0 100.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

200.00–249.90........... 3,460 100.0 65.6 34.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

250.00–299.90........... 8,130 100.0 35.7 28.4 35.9 . . . . . . . . . . . . . . . . . . . . . . . . . . .

300.00–349.90........... 16,250 100.0 20.9 15.4 43.6 20.1 . . . . . . . . . . . . . . . . . . . . . . . .

350.00–399.90........... 19,560 100.0 19.6 15.3 27.9 23.5 13.7 . . . . . . . . . . . . . . . . . . . . .

400.00–449.90........... 30,130 100.0 15.9 10.7 22.8 19.3 19.3 12.0 . . . . . . . . . . . . . . . . . .

450.00–499.90........... 46,180 100.0 12.0 8.6 18.1 15.8 17.6 17.5 10.2 . . . . . . . . . . . . . . .

500.00–549.90........... 58,380 100.0 9.7 7.0 15.1 14.2 15.7 15.0 14.8 8.5 . . . . . . . . . . . .

550.00–599.90........... 70,210 100.0 7.8 7.1 12.7 11.3 12.9 14.4 14.7 12.6 6.5 . . . . . . . . .

600.00–649.90........... 88,670 100.0 7.7 6.2 11.2 9.9 11.2 12.5 13.7 12.1 10.4 5.1 . . . . . .

650.00–699.90........... 106,660 100.0 6.2 5.7 10.0 8.9 10.7 11.4 12.3 11.7 10.4 8.5 4.2 . . .

700.00–749.90........... 134,240 100.0 5.7 5.0 9.5 8.1 9.5 10.6 11.5 10.5 10.0 9.1 6.9 3.5

750.00–799.90........... 175,170 100.0 4.8 4.4 9.4 7.9 8.8 9.8 10.1 10.4 8.8 9.0 7.8 8.8

800.00–849.90........... 218,810 100.0 4.5 4.6 9.2 7.2 8.7 8.9 9.3 9.1 8.9 8.5 7.1 14.0

850.00–899.90........... 270,420 100.0 4.4 4.2 8.5 6.9 8.3 8.8 8.6 8.6 8.3 7.7 7.2 18.6

900.00–949.90........... 303,120 100.0 5.6 4.8 8.0 6.9 8.7 8.2 8.5 8.0 7.5 7.0 6.5 20.1

950.00–999.90........... 303,910 100.0 6.1 5.0 8.2 6.4 8.4 8.4 8.2 7.5 7.0 6.8 6.0 21.9

1,000.00–1,049.90..... 292,330 100.0 6.2 4.9 7.7 6.2 8.5 8.5 8.0 7.5 6.7 6.2 5.6 23.8

1,050.00–1,099.90..... 260,530 100.0 6.1 5.1 7.7 5.9 8.3 8.5 8.2 7.3 6.9 6.1 5.6 24.4

1,100.00–1,149.90..... 206,610 100.0 5.6 4.9 7.4 6.2 8.0 8.6 7.8 7.2 6.2 6.2 5.6 26.3

1,150.00–1,199.90..... 177,260 100.0 5.9 4.9 7.1 6.2 7.9 8.0 8.0 6.9 6.0 6.1 5.3 27.7

1,200.00–1,249.90..... 150,700 100.0 6.3 5.5 6.8 5.6 7.7 8.1 7.9 7.0 6.4 5.5 5.4 27.7

1,250.00–1,299.90..... 130,890 100.0 6.1 5.1 6.9 6.0 7.5 7.7 8.0 7.0 5.8 5.8 5.3 28.8

1,300.00–1,349.90..... 104,240 100.0 5.4 5.5 8.1 6.7 7.4 8.0 7.7 6.3 5.8 5.3 4.7 29.2

1,350.00–1,399.90..... 70,410 100.0 5.3 5.2 7.7 6.6 7.5 7.0 7.7 7.0 5.6 5.2 5.3 30.0

1,400.00 or more........ 217,720 100.0 5.0 5.3 8.4 7.0 7.4 7.4 7.0 5.9 5.3 5.3 4.6 31.4
5.H OASDI Current-Pay Benefits: Beneficiary Families 

228 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 10 percent sample. Data for prior years 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 1945–2001, 

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 49

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 1,422.70
 5.H OASDI Current-Pay Benefits: Beneficiary Families

Social Security Bulletin • Annual Statistical Supplement • 2002 229

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 2001

Family classification

Number of families a

(thousands)

 a. Provisions for Railroad Retirement beneficiaries are described in the section Social Security (Old-Age, Survivors, and Disability Insurance).

Number of beneficiaries a

(thousands)

Average primary

 insurance amount

(dollars)

Average monthly

 family benefit

 (dollars)

Retired-worker families

Worker only ..................................................... 25,838 25,838 859.30 860.20

Men.............................................................. 11,990 11,990 1,077.40 979.90

Full benefit ............................................... 3,727 3,727 1,117.00 1,157.40

Reduced benefit....................................... 8,264 8,264 1,060.00 899.90

Women ........................................................ 13,848 13,848 670.50 756.60

Full benefit ............................................... 3,527 3,527 759.00 870.10

Reduced benefit....................................... 10,321 10,321 640.20 717.80

 Worker and wife ............................................. 2,581 5,161 1,102.20 1,465.50

 Full worker benefit ...................................... 888 1,776 1,161.70 1,707.00

 Reduced worker benefit.............................. 1,692 3,385 1,071.00 1,338.70

 Worker and husband...................................... 33 65 545.60 761.20

 Worker and children ....................................... 279 611 994.30 1,426.20

Male worker b ..............................................

 b. Includes 172,900 families with reduced retired-worker benefits.

248 546 1,027.60 1,471.80

Female worker c ..........................................

 c. Includes 30,900 families with reduced retired-worker benefits.

31 66 726.40 1,059.90

 Worker, wife, and children.............................. 103 335 1,039.60 1,711.70

Worker, wife, and 1 child ............................. 84 253 1,051.20 1,726.50

Full worker benefit ................................... 26 79 1,080.30 1,914.10

Reduced worker benefit........................... 58 174 1,038.00 1,641.70

Worker, wife, and 2 or more children........... 19 82 987.30 1,644.30

Full worker benefit ................................... 5 24 989.90 1,778.80

Reduced worker benefit........................... 13 59 986.20 1,590.30

Survivor families

Nondisabled widow or widower only ............... 4,454 4,454 989.90 841.20

Full benefit................................................... 1,872 1,872 995.40 943.00

Reduced benefit .......................................... 2,582 2,582 985.90 767.30

Nondisabled widow or widower and children .. 95 197 907.40 1,457.70

Full benefit................................................... 58 120 892.60 1,489.30

Reduced benefit .......................................... 37 77 930.30 1,408.20

Disabled widow or widower only ..................... 184 184 986.50 534.50

Widowed mother or father and children .......... 190 513 975.60 1,568.90

1 child ...................................................... 98 196 968.00 1,439.70

2 children ................................................. 63 190 1,009.90 1,755.10

3 or more children.................................... 29 127 925.60 1,600.60

Children only ................................................... 1,074 1,466 807.00 766.60

1 child ...................................................... 793 793 809.30 605.70

2 children ................................................. 201 403 815.20 1,200.20

3 or more children.................................... 80 270 763.40 1,270.20

Parents............................................................ 2 2 926.60 752.40

Disabled-worker families

Worker only ..................................................... 4,292 4,292 804.70 801.20

Men.............................................................. 2,282 2,282 916.70 911.00

Women ........................................................ 2,010 2,010 677.50 676.60

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.

51 101 1,130.90 1,405.70

Worker and children ........................................ 817 2,083 868.90 1,249.60

Male worker................................................. 518 1,332 924.00 1,335.60

Female worker............................................. 300 751 773.50 1,100.90

Worker, wife, and children............................... 103 407 933.50 1.369.30

1 child .......................................................... 43 129 971.70 1,440.70

2 or more children........................................ 60 277 905.90 1,317.90

Worker, husband, and children........................ 2 8 742.80 1,063.50
5.H OASDI Current-Pay Benefits: Beneficiary Families 

230 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 5.H3—Number and percentage distribution of retired-worker and disabled-worker families, by monthly 

benefit for selected family groups, December 2001

Monthly family benefit a (dollars)

a. Cases involving actuarial reduction may be represented in all benefit intervals for which values are shown.

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 .............................................. 11,990,100 13,847,970 2,580,620 84,250 18,620 2,282,260 2,009,540 43,140 59,770

Total percent .............................................. 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 100.00 .................................................. 0.2 0.2 0.1 0.0 0.1 0.2 0.2 0.1 0.1

100.00–149.90...................................................... 0.5 0.5 0.2 0.1 0.2 0.2 0.6 0.1 0.2

150.00–199.90...................................................... 0.8 0.8 0 3 0.2 0.2 0.5 1.4 0.0 0.1

200.00–249.90...................................................... 0.9 1.1 0.3 0.3 0.2 0.8 2.2 0.1 0.2

250.00–299.90...................................................... 1.1 1.6 0.5 0.3 0.6 1.1 2.8 0.2 0.1

300.00–349.90...................................................... 1.1 2.0 0.5 0.5 0.5 1.5 3.4 0.2 0.3

350.00–399.90...................................................... 1.4 2.9 0.7 0.6 0.5 1.6 3.6 0.2 0.3

400.00–449.90...................................................... 1.8 4.7 0.7 0.6 0.9 2.0 4.3 0.4 0.3

450.00–499.90...................................................... 2.1 7.2 0.7 0.8 1.0 3.9 8.5 0.6 1.0

500.00–549.90...................................................... 2.3 8.8 0.8 0.7 0.9 4.7 9.2 1.2 1.8

550.00–599.90...................................................... 2.4 7.5 1.0 0.9 1.3 4.8 8.7 1.7 1.9

600.00–649.90...................................................... 2.6 6.4 1.2 1.3 1.7 5.1 8.0 1.6 2.3

650.00–699.90...................................................... 2.9 5.6 1.3 1.4 1.7 5.0 7.1 1.4 2.3

700.00–749.90...................................................... 3.2 5.1 1.4 1.4 3.2 5.1 6.3 1.9 2.7

750.00–799.90...................................................... 3.7 4.9 1.4 1.9 2.5 4.9 5.5 1.7 2.8

800.00–849.90...................................................... 4.3 4.8 1.5 1.7 2.3 4.8 4.7 2.4 2.7

850.00–899.90...................................................... 5.0 4.8 1.6 1.3 2.4 4.7 4.0 2.4 2.9

900.00–949.90...................................................... 6.0 4.8 1.6 1.4 1.5 4.5 3.4 2.5 3.0

950.00–999.90...................................................... 6.3 4.4 1.7 1.2 1.5 4.3 2.9 2.5 3.7

1,000.00–1,049.90................................................ 7.6 4.1 1.9 1.2 2.0 4.2 2.5 3.8 4.3

1,050.00–1,099.90................................................ 7.5 3.5 2.0 1.2 1.8 3.9 2.0 3.8 4.8

1,100.00–1,149.90................................................ 6.3 2.8 2.3 1.3 1.2 3.7 1.6 3.8 4.5

1,150.00–1,199.90................................................ 5.6 2.4 2.5 1.5 1.7 3.6 1.3 3.6 4.6

1,200.00–1,249.90................................................ 4.8 2.0 2.7 1.5 1.6 3.5 1.2 3.4 4.1

1,250.00–1,299.90................................................ 4.5 1.7 3.1 1.2 1.3 4.2 1.2 3.6 3.9

1,300.00–1,349.90................................................ 3.7 1.4 3.6 1.7 1.8 4.2 1.1 3.3 3.4

1,350.00–1,399.90................................................ 2.7 1.0 4.4 1.6 1.6 3.6 0.8 3.6 3.4

1,400.00–1,449.90................................................ 2.0 0.7 4.5 1.6 1.4 3.1 0.6 3.3 3.1

1,450.00–1,499.90................................................ 1.6 0.5 4.9 1.4 1.8 2.3 0.4 3.3 2.8

1,500.00–1,549.90................................................ b 5.1 b 1.5 5.8 2.0 1.8 b 3.9

b. $1,500 or more. 

b 0.7 2.8 2.6

1,550.00–1,599.90................................................ . . . . . . 5.8 2.1 2.4 . . . . . . 2.6 2.6

1,600.00–1,649.90................................................ . . . . . . 5.1 2.8 2.1 . . . . . . 2.5 2.1

1,650.00–1,699.90................................................ . . . . . . 4.5 2.9 2.1 . . . . . . 2.2 1.8

1,700.00–1,749.90................................................ . . . . . . 3.9 3.5 3.0 . . . . . . 2.8 1.9

1,750.00–1,799.90................................................ . . . . . . 3.5 3.4 3.1 . . . . . . 2.5 1.7

1,800.00–1,849.90................................................ . . . . . . 3.1 3.6 3.1 . . . . . . 3.0 1.8

1,850.00–1,899.90................................................ . . . . . . 2.7 4.0 2.7 . . . . . . 3.1 2.0

1,900.00–1,949.90................................................ . . . . . . 2.4 4.4 3.1 . . . . . . 2.4 2.1

1,950.00–1,999.90................................................ . . . . . . 2.0 4.5 2.7 . . . . . . 2.7 1.7

2,000.00–1,049.90................................................ . . . . . . 1.7 4.2 3.8 . . . . . . 2.4 1.6

2,050.00–2,099.90................................................ . . . . . . 1.5 3.9 2.5 . . . . . . 2.1 1.4

2,100.00–2,149.90................................................ . . . . . . 1.3 3.4 3.1 . . . . . . 1.8 1.5

2,150.00–2,199.90................................................ . . . . . . 1.1 3.2 3.1 . . . . . . 1.9 1.3

2,200.00–2,249.90................................................ . . . . . . 0.9 2.9 2.6 . . . . . . 1.6 1.0

2,250.00–2,299.90................................................ . . . . . . 0.8 2.9 2.1 . . . . . . 1.3 1.1

2,300.00–2,349.90................................................ . . . . . . 0.7 2.6 1.9 . . . . . . c 5.5

c. $2,300 or more.

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: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162. 

c 4.5

2,350.00–2,399.90................................................ . . . . . . 0.6 2.1 1.7 . . . . . . . . . . . .

2,400.00–2,449.90................................................ . . . . . . 0.5 1.7 1.8 . . . . . . . . . . . .

2,450.00–2,499.90................................................ . . . . . . 0.4 1.4 1.8 . . . . . . . . . . . .

2,500.00 or more................................................... . . . . . . 2.5 7.9 9.8 . . . . . . . . . . . .

Average monthly family benefit (dollars)............... 979.90 756.60 1,465.50 1,726.50 1,644.30 911.00 676.60 1,440.70 1,317.90
5.H OASDI Current-Pay Benefits: Beneficiary Families

Social Security Bulletin • Annual Statistical Supplement • 2002 231

Table 5.H4—Number and percentage distribution of survivor families, by monthly benefit for selected family 

groups, December 2001

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

widow

Disabled

widow

Total number .................................................. 98,170 63,270 28,680 792,580 201,280 79,980 4,416,090 178,790

Total percent .................................................. 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 100.00 ...................................................... 0 0.1 0.1 0.6 0.3 0.5 0.2 3.5

100.00–149.90.......................................................... 0 0 0 1.2 0.2 0.3 0.2 2.8

150.00–199.90.......................................................... 0.2 0.2 0.2 1.7 0.7 0.6 0.3 3.7

200.00–249.90.......................................................... 0.2 0.3 0.5 2.1 0.9 1.6 0.8 4.9

250.00–299.90.......................................................... 0.3 0.4 0.5 2.1 1.2 1.6 1.4 5.1

300.00–349.90.......................................................... 0.4 0.4 0.8 7.6 1.5 2.0 2.1 5.9

350.00–399.90.......................................................... 0.5 0.6 1.0 7.6 1.5 2.1 2.1 7.1

400.00–449.90.......................................................... 0.7 0.6 0.8 7.6 1.5 2.1 2.6 7.5

450.00–499.90.......................................................... 0.9 0.6 0.7 7.3 2.0 2.2 3.0 7.0

500.00–549.90.......................................................... 0.7 0.7 1.1 7.5 1.7 2.1 3.4 6.8

550.00–599.90.......................................................... 0.8 0.6 1.3 7.3 1.5 2.0 4.0 6.2

600.00–649.90.......................................................... 1.0 0.7 1.2 7.8 1.8 2.0 5.0 5.8

650.00–699.90.......................................................... 1.3 1.2 1.8 6.7 2.5 2.8 5.6 5.2

700.00–749.90.......................................................... 2.1 1.6 2.4 5.7 3.4 3.8 6.4 5.1

750.00–799.90.......................................................... 2.3 2.2 3.1 5.0 3.9 4.3 6.6 4.2

800.00–849.90.......................................................... 2.8 2.5 3.3 4.2 4.1 4.4 7.1 4.0

850.00–899.90.......................................................... 2.8 2.2 3.1 3.7 4.0 3.8 7.6 3.5

900.00–949.90.......................................................... 3.0 2.7 3.5 3.3 4.0 4.2 8.0 4.5

950.00–999.90.......................................................... 2.8 2.0 3.0 3.4 3.8 3.4 6.8 3.2

1,000.00–1,049.90.................................................... 2.9 1.6 2.2 2.5 3.7 2.9 5.7 a 4.0

a. $1,000 or more.

1,050.00–1,099.90.................................................... 3.2 2.0 1.3 1.8 3.8 2.2 4.7 . . .

1,100.00–1,149.90.................................................... 3.2 1.5 1.8 b 3.3

b. $1,100 or more.

3.5 2.0 3.5 . . .

1,150.00–1,199.90.................................................... 3.2 1.6 1.7 . . . 3.3 1.7 2.8 . . .

1,200.00–1,249.90.................................................... 3.4 1.5 2.2 . . . 3.6 1.8 2.2 . . .

1,250.00–1,299.90.................................................... 3.3 1.5 1.6 . . . 3.1 1.9 1.9 . . .

1,300.00–1,349.90.................................................... 3.3 1.6 1.7 . . . 3.1 1.6 1.5 . . .

1,350.00–1,399.90.................................................... 3.2 2.3 1.6 . . . 2.8 1.8 1.0 . . .

1,400.00–1,449.90.................................................... 3.2 1.8 1.7 . . . 2.5 2.0 c 3.3

c. $1,400 or more.

. . .

1,450.00–1,499.90.................................................... 3.2 1.9 2.1 . . . 2.4 1.5 . . . . . .

1,500.00–1,549.90.................................................... 2.9 1.9 2.4 . . . 2.2 1.9 . . . . . .

1,550.00–1,599.90.................................................... 2.9 2.1 2.0 . . . 1.9 1.5 . . . . . .

1,600.00–1,649.90.................................................... 2.7 1.6 1.8 . . . 2.0 1.6 . . . . . .

1,650.00–1,699.90.................................................... 2.9 2.1 1.8 . . . 1.8 1.5 . . . . . .

1,700.00–1,749.90.................................................... 2.3 2.2 2.2 . . . 1.6 1.6 . . . . . .

1,750.00–1,799.90.................................................... 2.8 2.5 2.1 . . . 1.4 1.7 . . . . . .

1,800.00–1,849.90.................................................... 2.6 2.7 2.2 . . . 1.5 1.8 . . . . . .

1,850.00–1,899.90.................................................... 2.7 3.0 2.4 . . . 1.6 1.8 . . . . . .

1,900.00–1,949.90.................................................... 3.0 2.6 2.4 . . . 1.8 1.7 . . . . . .

1,950.00–1,999.90.................................................... 2.9 3.0 2.8 . . . 1.6 1.7 . . . . . .

2,000.00–2,049.90.................................................... 2.3 2.6 2.4 . . . 1.4 1.7 . . . . . .

2,050.00–2,099.90.................................................... 2.4 2.4 2.0 . . . 1.5 1.4 . . . . . .

2,100.00–2,149.90.................................................... 2.0 2.4 2.2 . . . 1.3 1.3 . . . . . .

2,150.00–2,199.90.................................................... 2.0 2.4 1.8 . . . 1.2 1.2 . . . . . .

2,200.00–2,249.90.................................................... 1.7 2.5 1.8 . . . 0.9 1.3 . . . . . .

2,250.00–2,299.90.................................................... 1.3 2.7 2.0 . . . 0.9 1.4 . . . . . .

2,300.00–2,349.90.................................................... d 5.0

d. $2,300 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. 

2.6 1.3 . . . d 3.1 1.1 . . . . . .

2,350.00–2,399.90.................................................... . . . 2.0 1.5 . . . . . . 0.9 . . . . . .

2,400.00–2,449.90.................................................... . . . 2.1 1.9 . . . . . . 0.9 . . . . . .

2,450.00–2,499.90.................................................... . . . 1.8 1.0 . . . . . . 0.9 . . . . . .

2,500.00 or more....................................................... . . . 16.0 13.5 . . . . . . 6.5 . . . . . .

Average monthly family benefit (dollars)................... 1,439.70 1,755.10 1,600.60 605.70 1,200.20 1,270.20 842.90 539.20
5.J OASDI Current-Pay Benefits: Geographic Data

232 Social Security Bulletin • Annual Statistical Supplement • 2002

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 program and state or other area, 2001 (in millions of dollars)

State or area All Social Security

 programs Retirement Survivors Disability

 All areas................................................................ 431,737 290,799 81,359 59,579

Alabama......................................................................... 7,428 4,467 1,550 1,411

Alaska ............................................................................ 506 317 101 88

Arizona........................................................................... 7,713 5,401 1,260 1,052

Arkansas........................................................................ 4,495 2,775 878 843

California........................................................................ 40,358 28,010 7,179 5,169

Colorado ........................................................................ 5,004 3,365 932 707

Connecticut.................................................................... 6,015 4,438 930 647

Delaware........................................................................ 1,357 933 239 185

District of Columbia........................................................ 603 403 113 87

Florida............................................................................ 30,455 21,846 4,981 3,629

Georgia .......................................................................... 10,172 6,381 1,967 1,824

Hawaii ............................................................................ 1,752 1,319 261 171

Idaho.............................................................................. 1,829 1,263 329 236

Illinois............................................................................. 18,397 12,668 3,614 2,115

Indiana ........................................................................... 9,899 6,698 1,913 1,289

Iowa ............................................................................... 5,149 3,585 1,012 552

Kansas........................................................................... 4,273 2,968 822 484

Kentucky ........................................................................ 6,578 3,729 1,379 1,470

Louisiana........................................................................ 6,248 3,533 1,637 1,077

Maine ............................................................................. 2,199 1,440 388 371

Maryland ........................................................................ 7,057 4,835 1,356 867

Massachusetts............................................................... 10,161 7,007 1,711 1,444

Michigan......................................................................... 16,827 11,187 3,289 2,351

Minnesota ...................................................................... 7,048 4,963 1,309 776

Mississippi...................................................................... 4,374 2,514 896 964

Missouri.......................................................................... 9,415 6,203 1,773 1,438

Montana......................................................................... 1,451 978 278 195

Nebraska........................................................................ 2,663 1,866 512 286

Nevada........................................................................... 2,869 2,032 435 401

New Hampshire ............................................................. 1,970 1,377 325 268

New Jersey .................................................................... 14,221 10,201 2,411 1,609

New Mexico ................................................................... 2,451 1,614 474 363

New York........................................................................ 30,142 20,893 5,093 4,156

North Carolina................................................................ 12,458 8,193 2,076 2,189

North Dakota.................................................................. 1,020 680 239 102

Ohio ............................................................................... 18,598 12,289 4,036 2,272

Oklahoma....................................................................... 5,429 3,545 1,123 761

Oregon........................................................................... 5,536 3,904 957 676

Pennsylvania.................................................................. 23,270 16,036 4,624 2,609

Rhode Island.................................................................. 1,821 1,283 274 264

South Carolina ............................................................... 6,355 4,041 1,122 1,192

South Dakota ................................................................. 1,186 808 251 127

Tennessee...................................................................... 9,109 5,707 1,787 1,616

Texas.............................................................................. 24,367 15,948 5,397 3,021

Utah ............................................................................... 2,300 1,632 410 257

Vermont.......................................................................... 973 659 165 149

Virginia........................................................................... 9,707 6,365 1,831 1,511

Washington .................................................................... 8,427 5,918 1,437 1,072

West Virginia.................................................................. 3,690 2,054 868 768

Wisconsin....................................................................... 8,818 6,274 1,585 959

Wyoming ....................................................................... 737 516 124 97

Outlying areas

American Samoa........................................................ 31 9 10 11

Guam.......................................................................... 71 43 19 8

Northern Mariana Islands........................................... 9531

Puerto Rico................................................................. 4,231 2,103 869 1,259

Virgin Islands.............................................................. 108 76 18 14

Foreign countries ........................................................... 2,381 1,483 782 116
5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 233

Table 5.J2—Number, by type of benefit and state or other area, December 2001

State or area Total

Retirement Survivors Disability

Retired

 workers a

a. Includes special age-72 beneficiaries.

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.

 45,874,040 28,841,850 2,737,720 466,630 5,024,520 1,890,280 5,265,190 157,430 1,490,420

Alabama................................ 841,730 465,860 46,630 9,930 103,210 41,580 129,880 4,450 40,190

Alaska ................................... 56,940 32,750 2,660 890 4,970 4,880 7,860 160 2,770

Arizona.................................. 813,180 531,200 49,930 7,190 76,060 29,720 91,190 2,280 25,610

Arkansas............................... 520,680 298,680 28,790 5,210 61,000 22,750 79,640 2,010 22,600

California............................... 4,247,470 2,743,610 283,340 51,200 421,540 169,760 451,530 12,120 114,370

Colorado ............................... 542,210 341,280 36,830 4,120 57,070 21,130 62,540 1,550 17,690

Connecticut........................... 580,180 405,620 26,540 5,380 51,300 19,490 55,180 1,160 15,510

Delaware............................... 137,170 89,140 7,200 1,400 13,710 5,230 16,010 320 4,160

District of Columbia............... 73,390 48,090 2,790 820 7,440 4,550 8,560 30 1,110

Florida................................... 3,235,390 2,193,890 182,620 30,310 306,820 105,800 321,540 8,090 86,320

Georgia ................................. 1,125,190 661,970 52,830 10,570 122,360 61,900 164,730 4,360 46,470

Hawaii ................................... 188,920 134,410 9,710 2,420 16,140 6,860 14,630 430 4,320

Idaho..................................... 199,640 128,350 13,670 1,660 19,890 8,030 21,490 600 5,950

Illinois.................................... 1,845,500 1,201,790 103,010 17,980 207,560 79,300 179,850 4,420 51,590

Indiana .................................. 1,000,050 635,280 55,370 8,670 111,110 40,760 112,660 2,790 33,410

Iowa ...................................... 541,280 352,450 38,050 4,100 64,690 16,730 50,560 1,200 13,500

Kansas.................................. 440,620 286,590 27,570 3,420 49,220 16,480 43,730 800 12,810

Kentucky ............................... 746,330 389,330 46,930 7,340 96,520 31,080 130,230 6,450 38,450

Louisiana............................... 716,220 365,420 56,130 9,670 108,590 44,780 92,530 5,280 33,820

Maine .................................... 253,810 154,910 13,920 2,350 25,860 8,040 36,200 990 11,540

Maryland ............................... 733,940 480,880 37,540 6,810 77,710 37,330 73,930 1,070 18,670

Massachusetts...................... 1,061,920 696,240 50,730 9,660 102,450 35,070 128,510 2,450 36,810

Michigan................................ 1,658,480 1,026,770 101,240 16,930 188,510 70,620 192,100 5,400 56,910

Minnesota ............................. 746,100 495,620 48,150 6,180 80,960 25,130 70,680 1,100 18,280

Mississippi............................. 523,460 275,660 23,510 7,160 60,430 31,260 90,150 3,320 31,970

Missouri................................. 1,012,790 624,910 55,760 8,890 109,710 42,040 130,300 3,580 37,600

Montana................................ 159,180 100,010 10,790 1,520 17,690 5,950 17,490 670 5,060

Nebraska............................... 285,900 187,360 19,900 2,220 31,850 9,700 26,730 550 7,590

Nevada.................................. 299,910 204,130 14,460 2,790 25,360 10,550 34,000 640 7,980

New Hampshire .................... 204,140 135,720 9,300 1,580 18,520 7,380 23,600 450 7,590

New Jersey ........................... 1,355,570 930,570 57,580 12,470 133,720 50,840 131,350 3,190 35,850

New Mexico .......................... 285,250 169,460 21,280 3,620 30,240 15,540 33,290 1,470 10,350

New York............................... 3,014,910 1,965,790 148,110 35,120 295,210 114,610 345,880 10,350 99,840

North Carolina....................... 1,373,880 853,740 57,930 10,810 134,940 58,400 200,240 4,360 53,460

North Dakota......................... 114,380 70,470 10,320 840 16,640 3,820 9,560 270 2,460

Ohio ...................................... 1,921,920 1,178,840 140,470 17,930 250,020 72,740 201,160 5,330 55,430

Oklahoma.............................. 597,270 367,050 36,990 5,320 72,010 26,830 68,900 2,240 17,930

Oregon.................................. 577,570 383,590 35,370 5,120 57,860 19,050 61,470 1,490 13,620

Pennsylvania......................... 2,365,850 1,545,510 139,200 19,070 283,180 81,700 229,190 7,020 60,980

Rhode Island......................... 191,520 129,650 6,720 1,570 16,030 6,370 23,990 530 6,660

South Carolina ...................... 703,930 421,330 30,020 6,020 70,860 35,780 107,120 2,520 30,280

South Dakota ........................ 136,560 86,210 10,340 1,160 16,450 6,120 12,260 210 3,810

Tennessee............................. 1,010,900 588,420 54,930 9,250 117,210 47,180 148,610 4,870 40,430

Texas..................................... 2,672,950 1,605,330 197,760 32,090 339,910 137,310 268,460 11,390 80,700

Utah ...................................... 246,330 159,570 17,960 2,650 21,840 12,830 22,810 540 8,130

Vermont................................. 105,330 66,570 5,670 990 10,200 3,590 13,400 410 4,500

Virginia.................................. 1,053,340 651,010 57,860 9,140 115,420 44,630 133,540 4,260 37,480

Washington ........................... 858,510 563,710 54,520 7,720 82,950 30,510 94,700 2,150 22,250

West Virginia......................... 394,510 201,500 29,360 4,080 58,860 16,080 64,210 3,780 16,640

Wisconsin.............................. 905,450 608,890 52,280 7,680 94,480 31,330 85,830 1,400 23,560

Wyoming .............................. 78,420 51,440 4,860 530 7,200 3,070 8,520 290 2,510

Outlying areas

American Samoa............... 5,320 1,370 160 310 560 910 1,240 70 700

Guam ................................ 11,370 5,760 1,060 620 1,150 1,380 820 110 470

Northern Mariana

Islands ......................... 1,750 740 110 260 220 270 110 0 40

Puerto Rico ....................... 677,130 302,640 53,950 15,490 80,620 39,700 127,480 9,550 47,700

Virgin Islands..................... 14,020 8,850 950 450 1,170 850 1,230 70 450

Foreign countries .................. 404,640 234,030 55,600 7,780 77,040 14,500 11,540 820 3,330
5.J OASDI Current-Pay Benefits: Geographic Data 

234 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 5.J3—Number and total monthly benefit for beneficiaries aged 65 or older, by sex and state or other area, 

December 2001

State or area

Number Monthly benefit (thousands of dollars)

Total Men Women Total Men Women

All areas a ..................

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.

 32,932,110 13,684,220 19,247,890 27,791,409 13,461,512 14,329,897

Alabama................................ 543,980 218,930 325,050 430,347 204,233 226,114

Alaska ................................... 34,690 16,540 18,150 28,584 15,625 12,959

Arizona.................................. 586,720 258,410 328,310 503,568 257,498 246,070

Arkansas............................... 344,360 141,720 202,640 265,429 127,817 137,613

California............................... 3,132,430 1,351,130 1,781,300 2,672,527 1,327,374 1,345,153

Colorado ............................... 392,210 167,580 224,630 322,176 161,696 160,480

Connecticut........................... 447,380 181,940 265,440 419,869 200,277 219,592

Delaware............................... 98,090 41,060 57,030 87,230 42,684 44,546

District of Columbia............... 53,990 20,880 33,110 39,167 17,248 21,919

Florida................................... 2,429,150 1,051,270 1,377,880 2,060,258 1,033,247 1,027,011

Georgia ................................. 737,060 295,520 441,540 600,022 283,980 316,042

Hawaii ................................... 145,660 63,290 82,370 121,676 59,749 61,927

Idaho..................................... 144,050 62,950 81,100 118,850 60,962 57,888

Illinois.................................... 1,372,440 557,710 814,730 1,222,963 578,984 643,978

Indiana .................................. 715,710 288,760 426,950 635,045 300,043 335,002

Iowa ...................................... 414,440 170,180 244,260 348,160 168,371 179,789

Kansas.................................. 331,570 135,090 196,480 288,106 138,038 150,069

Kentucky ............................... 470,580 191,370 279,210 366,337 175,192 191,144

Louisiana............................... 467,890 191,500 276,390 359,743 175,373 184,370

Maine .................................... 176,640 74,640 102,000 138,140 68,044 70,096

Maryland ............................... 538,990 219,480 319,510 461,058 217,687 243,370

Massachusetts...................... 789,350 316,030 473,320 678,101 317,203 360,898

Michigan................................ 1,175,200 485,630 689,570 1,063,363 516,291 547,073

Minnesota ............................. 563,970 232,950 331,020 470,348 228,684 241,664

Mississippi............................. 317,070 126,850 190,220 240,753 113,444 127,309

Missouri................................. 706,640 289,550 417,090 589,993 282,801 307,193

Montana................................ 114,030 49,770 64,260 93,163 47,143 46,020

Nebraska............................... 218,850 89,740 129,110 181,396 87,464 93,932

Nevada.................................. 215,230 101,040 114,190 186,111 99,004 87,108

New Hampshire .................... 147,120 62,630 84,490 128,324 63,820 64,504

New Jersey ........................... 1,031,430 415,840 615,590 974,622 457,423 517,199

New Mexico .......................... 195,110 86,880 108,230 151,875 78,883 72,992

New York............................... 2,191,110 884,530 1,306,580 1,978,336 921,572 1,056,764

North Carolina....................... 932,550 375,730 556,820 762,029 359,169 402,860

North Dakota......................... 89,030 36,880 52,150 69,039 33,784 35,255

Ohio ...................................... 1,413,600 577,510 836,090 1,208,524 584,157 624,366

Oklahoma.............................. 424,050 175,270 248,780 341,727 163,743 177,984

Oregon.................................. 425,450 182,690 242,760 365,190 181,808 183,382

Pennsylvania......................... 1,786,650 713,530 1,073,120 1,557,206 732,124 825,082

Rhode Island......................... 140,970 56,190 84,780 121,575 56,055 65,520

South Carolina ...................... 459,890 186,840 273,050 375,400 179,468 195,932

South Dakota ........................ 103,410 43,310 60,100 79,571 39,128 40,443

Tennessee............................. 671,460 269,880 401,580 543,377 257,288 286,089

Texas..................................... 1,900,560 807,010 1,093,550 1,547,892 773,050 774,842

Utah ...................................... 178,820 78,020 100,800 151,936 78,495 73,441

Vermont................................. 74,480 31,310 43,170 62,238 30,568 31,670

Virginia.................................. 735,750 300,230 435,520 604,141 287,887 316,255

Washington ........................... 629,800 269,570 360,230 554,048 276,888 277,160

West Virginia......................... 255,640 103,170 152,470 207,665 98,715 108,950

Wisconsin.............................. 679,370 283,660 395,710 589,082 288,410 300,672

Wyoming .............................. 56,350 25,500 30,850 47,647 25,317 22,330

Outlying areas

American Samoa............... 1,610 770 840 811 436 375

Guam................................. 6,610 3,420 3,190 3,799 2,231 1,568

Northern Mariana

Islands ......................... 780 480 300 368 242 126

Puerto Rico........................ 376,580 168,810 207,770 200,747 103,622 97,125

Virgin Islands..................... 9,270 4,370 4,900 6,534 3,452 3,083

Foreign countries .................. 334,070 147,200 186,870 163,459 76,281 87,178
5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 235

Table 5.J4—Total monthly benefit, by type of benefit and state or other area, December 2001 (in thousands 

of dollars)

State or area Total

Retirement Survivors Disability

Retired

 workers a

a. Includes special age-72 beneficiaries.

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. 

36,502,038 25,220,785 1,213,567 192,996 4,119,233 1,076,823 4,290,593 32,512 355,529

Alabama................................ 620,613 385,352 20,176 3,957 76,713 22,495 101,836 840 9,244

Alaska ................................... 42,565 27,777 1,102 327 3,772 2,684 6,260 21 621

Arizona.................................. 661,819 471,839 22,694 2,854 64,455 16,359 77,066 478 6,074

Arkansas............................... 376,725 240,561 11,742 2,032 44,079 11,865 60,980 357 5,109

California............................... 3,426,450 2,419,648 125,015 20,567 358,828 97,976 373,787 2,530 28,101

Colorado ............................... 423,930 290,795 16,305 1,852 47,385 12,416 50,531 309 4,338

Connecticut........................... 514,766 388,917 13,584 2,649 46,784 12,347 46,418 235 3,833

Delaware............................... 115,438 81,429 3,501 592 12,099 3,195 13,492 57 1,072

District of Columbia............... 50,880 35,632 1,075 288 5,093 2,024 6,505 7 255

Florida................................... 2,608,198 1,909,668 81,951 12,266 259,586 59,017 263,008 1,786 20,916

Georgia ................................. 855,079 558,432 23,449 4,438 92,063 33,833 130,799 866 11,199

Hawaii ................................... 151,425 116,178 4,050 990 12,827 3,947 12,262 96 1,075

Idaho..................................... 156,206 109,587 6,106 757 16,579 4,514 17,216 121 1,328

Illinois.................................... 1,552,962 1,099,775 49,079 8,069 183,094 47,557 151,493 988 12,908

Indiana .................................. 835,033 581,476 26,508 4,051 96,969 24,793 92,781 608 7,846

Iowa ...................................... 435,115 307,888 17,287 1,868 54,861 9,840 39,847 247 3,277

Kansas.................................. 361,698 256,834 12,901 1,544 42,988 9,569 34,694 162 3,006

Kentucky ............................... 545,155 319,485 19,435 2,815 71,188 16,965 104,877 1,359 9,029

Louisiana............................... 512,450 296,098 23,513 3,570 81,748 23,282 75,505 1,099 7,634

Maine .................................... 185,804 124,756 5,959 965 20,161 4,605 26,894 149 2,315

Maryland ............................... 597,970 423,109 17,226 3,044 64,894 21,648 62,887 250 4,912

Massachusetts...................... 861,023 612,084 23,439 4,094 87,402 21,287 103,537 479 8,700

Michigan................................ 1,417,417 966,155 49,329 7,757 166,130 43,336 168,769 1,233 14,709

Minnesota ............................. 598,469 429,714 21,549 2,775 67,835 15,537 56,354 249 4,456

Mississippi............................. 364,131 218,404 9,622 2,649 41,678 15,870 68,425 599 6,884

Missouri................................. 794,396 539,271 24,752 3,866 89,549 23,893 103,818 729 8,519

Montana................................ 122,720 84,460 4,719 587 14,358 3,311 13,988 139 1,158

Nebraska............................... 225,622 160,457 8,925 1,007 26,966 5,785 20,637 111 1,733

Nevada.................................. 247,601 180,113 6,446 1,171 21,728 6,262 29,675 155 2,051

New Hampshire .................... 168,120 120,983 4,380 718 16,100 4,665 19,245 103 1,926

New Jersey ........................... 1,211,848 898,165 28,101 5,767 122,002 31,887 115,389 730 9,806

New Mexico .......................... 207,291 138,294 8,594 1,306 23,032 7,397 26,052 276 2,339

New York............................... 2,558,064 1,824,190 68,692 15,241 256,316 68,612 298,187 2,171 24,654

North Carolina....................... 1,057,006 721,891 25,648 4,628 100,990 32,175 157,916 834 12,925

North Dakota......................... 85,354 57,577 4,266 334 13,273 1,964 7,312 57 572

Ohio ...................................... 1,557,857 1,050,490 64,636 7,930 214,407 43,017 163,114 1,269 12,994

Oklahoma.............................. 456,195 306,478 15,777 2,235 56,900 14,822 55,266 460 4,258

Oregon.................................. 472,815 339,258 16,174 2,275 50,069 11,333 49,925 344 3,437

Pennsylvania......................... 1,964,668 1,389,793 65,641 8,634 245,520 48,906 190,407 1,446 14,319

Rhode Island......................... 155,252 113,368 3,068 642 13,740 3,732 19,122 101 1,480

South Carolina ...................... 537,308 355,781 13,409 2,554 52,444 19,338 85,991 515 7,276

South Dakota ........................ 99,980 69,158 4,286 431 12,892 3,246 9,100 27 841

Tennessee............................. 764,758 495,467 24,166 3,790 89,059 25,462 116,343 960 9,509

Texas..................................... 2,046,477 1,365,656 85,224 11,992 269,687 76,142 216,608 2,277 18,891

Utah ...................................... 196,288 140,043 8,372 1,222 18,935 7,359 18,350 103 1,905

Vermont................................. 82,333 57,364 2,488 417 8,341 2,096 10,540 73 1,013

Virginia.................................. 819,775 554,410 25,766 3,974 90,257 26,396 108,910 921 9,141

Washington ........................... 718,799 513,372 25,849 3,489 72,963 18,805 77,914 529 5,878

West Virginia......................... 303,684 173,621 12,691 1,681 46,257 9,139 55,152 925 4,218

Wisconsin.............................. 750,118 545,747 24,160 3,687 82,165 19,027 69,293 294 5,746

Wyoming .............................. 62,905 44,829 2,210 245 6,130 1,854 7,001 66 570

Outlying areas

American Samoa............... 2,354 715 38 102 270 344 764 11 112

Guam................................. 5,905 3,505 297 197 651 571 571 19 94

Northern Mariana

Islands ......................... 703 354 19 51 92 125 49 0 14

Puerto Rico........................ 347,496 174,711 14,695 4,002 40,703 15,026 88,430 1,539 8,390

Virgin Islands..................... 9,274 6,541 346 151 737 374 991 18 115

Foreign countries .................. 195,140 121,467 12,951 1,849 43,286 6,561 8,092 179 754
5.J OASDI Current-Pay Benefits: Geographic Data 

236 Social Security Bulletin • Annual Statistical Supplement • 2002

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 age and state or other area, December 2001

State or area 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.

 45,874,040 2,997,130 4,022,270 1,919,630 4,002,900 8,871,600 8,154,140 6,939,160 4,871,870 2,701,330 1,354,680 39,330

Alabama........................ 841,730 72,460 98,510 48,450 78,330 157,630 137,690 109,610 74,620 42,290 21,650 490

Alaska ........................... 56,940 7,720 6,530 2,360 5,640 12,160 8,870 6,790 4,140 1,820 910 0

Arizona.......................... 813,180 52,620 66,390 31,680 75,770 162,070 148,250 125,340 86,230 44,280 20,020 530

Arkansas....................... 520,680 39,960 56,810 30,170 49,380 97,820 84,690 70,130 49,380 28,040 13,820 480

California....................... 4,247,470 269,690 345,830 157,530 341,990 838,870 771,720 667,500 472,340 254,570 123,900 3,530

Colorado ....................... 542,210 35,630 47,720 20,410 46,240 111,480 98,660 79,170 56,430 30,480 15,610 380

Connecticut................... 580,180 30,430 42,870 18,580 40,920 106,700 106,720 97,290 72,980 41,740 21,310 640

Delaware....................... 137,170 8,710 11,840 5,450 13,080 27,610 25,750 20,100 13,790 7,360 3,380 100

District of Columbia....... 73,390 4,890 6,740 2,780 4,990 12,890 12,730 11,640 8,520 5,320 2,820 70

Florida........................... 3,235,390 184,130 229,840 117,620 274,650 623,400 604,850 531,490 371,150 198,820 97,000 2,440

Georgia ......................... 1,125,190 95,180 122,190 61,060 109,700 225,260 183,370 144,870 99,960 55,440 27,440 720

Hawaii ........................... 188,920 11,050 12,100 5,270 14,840 37,180 37,420 32,490 21,510 11,550 5,290 220

Idaho............................. 199,640 12,630 15,760 7,830 19,370 40,060 35,280 29,080 21,240 12,150 6,130 110

Illinois............................ 1,845,500 113,060 143,610 65,730 150,660 356,350 330,720 290,700 209,510 121,610 61,740 1,810

Indiana .......................... 1,000,050 62,690 88,380 40,640 92,630 193,070 177,740 151,130 105,200 57,670 29,910 990

Iowa .............................. 541,280 24,380 40,110 17,240 45,110 101,630 98,540 86,580 65,500 39,590 21,740 860

Kansas.......................... 440,620 25,490 34,280 14,380 34,900 82,650 78,590 68,730 53,090 29,990 17,930 590

Kentucky ....................... 746,330 58,720 98,470 47,660 70,900 135,330 117,800 97,080 65,660 35,730 18,620 360

Louisiana....................... 716,220 68,340 79,350 36,080 64,560 131,180 120,670 98,440 64,560 35,020 17,560 460

Maine ............................ 253,810 16,660 27,430 12,060 21,020 47,860 43,890 37,790 25,420 13,920 7,530 230

Maryland ....................... 733,940 50,910 56,890 25,970 61,180 148,200 134,370 114,690 78,540 41,660 20,920 610

Massachusetts.............. 1,061,920 61,470 100,380 39,950 70,770 193,120 187,390 170,730 126,690 72,430 37,840 1,150

Michigan........................ 1,658,480 108,250 152,060 68,990 153,980 310,890 292,310 252,240 175,640 96,770 45,910 1,440

Minnesota ..................... 746,100 35,890 56,740 23,020 66,480 145,870 134,070 115,400 86,140 53,130 28,480 880

Mississippi..................... 523,460 56,860 69,440 32,680 47,410 91,530 79,650 64,190 43,440 24,300 13,470 490

Missouri......................... 1,012,790 69,760 97,250 46,380 92,760 191,220 174,450 145,140 103,280 60,040 31,460 1,050

Montana........................ 159,180 10,000 13,040 6,130 15,980 30,820 28,270 22,490 17,830 9,600 4,920 100

Nebraska....................... 285,900 15,000 20,420 9,050 22,580 55,270 52,830 45,050 33,140 20,730 11,480 350

Nevada.......................... 299,910 18,760 21,810 12,990 31,120 68,650 58,910 44,190 25,650 12,730 4,950 150

New Hampshire ............ 204,140 12,980 18,820 7,140 18,080 39,530 37,880 30,510 21,080 11,600 6,330 190

New Jersey ................... 1,355,570 77,140 99,120 47,730 100,150 261,430 256,250 223,440 158,600 88,680 41,970 1,060

New Mexico .................. 285,250 24,380 26,710 11,680 27,370 56,890 50,170 39,750 26,440 14,570 7,080 210

New York....................... 3,014,910 188,500 262,340 127,190 245,770 570,740 536,760 462,500 328,830 189,110 99,770 3,400

North Carolina............... 1,373,880 96,820 139,510 75,470 129,530 273,500 233,800 191,790 130,180 68,760 33,510 1,010

North Dakota................. 114,380 4,660 7,630 3,510 9,550 21,280 21,020 18,550 14,020 8,820 5,210 130

Ohio .............................. 1,921,920 105,520 161,000 72,760 169,040 367,970 353,000 306,820 213,580 116,680 53,840 1,710

Oklahoma...................... 597,270 38,840 50,240 27,470 56,670 120,360 105,080 86,310 60,090 33,860 17,890 460

Oregon.......................... 577,570 29,580 45,310 21,900 55,330 109,850 100,890 90,780 66,670 37,640 19,170 450

Pennsylvania................. 2,365,850 117,920 178,140 86,310 196,830 439,010 444,320 394,090 279,670 155,420 72,270 1,870

Rhode Island................. 191,520 11,010 17,560 8,230 13,750 32,020 32,850 32,510 23,170 13,520 6,660 240

South Carolina .............. 703,930 56,670 77,320 40,980 69,070 137,390 116,870 94,770 62,940 32,160 15,280 480

South Dakota ................ 136,560 8,370 10,000 4,240 10,540 25,460 25,070 20,850 16,180 9,930 5,680 240

Tennessee..................... 1,010,900 75,270 109,830 56,710 97,630 197,430 168,160 135,470 92,350 52,130 25,100 820

Texas............................. 2,672,950 201,650 219,290 104,250 247,200 556,100 480,120 389,340 260,520 140,310 72,650 1,520

Utah .............................. 246,330 19,790 18,900 7,810 21,010 50,820 44,120 36,700 25,960 14,270 6,870 80

Vermont......................... 105,330 7,040 10,280 4,510 9,020 20,520 18,600 14,940 10,940 6,160 3,240 80

Virginia.......................... 1,053,340 71,150 99,860 49,520 97,060 210,790 183,910 152,250 104,420 55,760 27,720 900

Washington ................... 858,510 47,140 71,800 32,590 77,180 169,670 149,990 131,320 97,590 52,670 27,700 860

West Virginia................. 394,510 25,470 47,760 26,530 39,110 70,760 64,200 54,900 35,970 19,910 9,520 380

Wisconsin...................... 905,450 44,820 68,920 29,770 82,570 174,600 165,160 140,630 104,920 61,290 31,810 960

Wyoming ...................... 78,420 5,000 6,380 2,960 7,730 16,410 14,460 11,100 7,970 4,200 2,170 40

Outlying areas

American Samoa....... 5,320 1,870 760 520 560 740 390 260 130 60 30 0

Guam......................... 11,370 2,350 940 320 1,150 2,860 1,940 1,150 470 120 70 0

Northern Mariana

Islands ................. 1,750 510 230 80 150 410 200 100 40 30 0 0

Puerto Rico................ 677,130 78,980 96,830 53,200 71,540 118,410 91,680 73,300 50,090 28,260 14,440 400

Virgin Islands............. 14,020 1,370 930 710 1,740 3,500 2,310 1,680 960 440 360 20

Foreign countries .......... 404,640 20,210 12,810 7,330 30,220 85,350 88,130 72,990 46,280 26,150 14,580 590
5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 237

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 race, sex, and state or other area, December 2001

State or area

All races Adult beneficiaries

Total a

 a. Includes 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.

 45,874,040 39,114,800 4,696,080 1,900,000 17,972,760 24,053,790

Alabama................................ 841,730 636,530 191,870 11,710 316,000 434,030

Alaska ................................... 56,940 43,690 1,850 11,170 23,590 24,810

Arizona.................................. 813,180 743,150 21,010 46,840 335,600 415,060

Arkansas............................... 520,680 446,810 65,110 7,700 201,210 268,910

California............................... 4,247,470 3,460,700 298,060 469,450 1,715,880 2,196,260

Colorado ............................... 542,210 500,970 18,350 20,720 218,030 281,240

Connecticut........................... 580,180 526,040 36,640 14,610 225,700 314,100

Delaware............................... 137,170 113,660 20,470 2,670 53,750 72,630

District of Columbia............... 73,390 18,390 52,090 2,440 27,480 39,430

Florida................................... 3,235,390 2,825,100 304,010 93,690 1,327,610 1,685,350

Georgia ................................. 1,125,190 829,550 271,280 21,590 419,320 586,930

Hawaii ................................... 188,920 50,340 2,200 135,420 78,060 97,260

Idaho..................................... 199,640 193,510 400 4,940 82,590 101,410

Illinois.................................... 1,845,500 1,548,470 237,100 53,900 708,110 988,520

Indiana .................................. 1,000,050 910,880 73,500 12,910 381,990 535,220

Iowa ...................................... 541,280 526,130 8,390 5,250 213,840 293,110

Kansas.................................. 440,620 408,910 21,580 8,790 170,230 237,680

Kentucky ............................... 746,330 688,870 44,740 10,730 291,580 377,880

Louisiana............................... 716,220 502,660 197,600 13,790 272,200 355,750

Maine .................................... 253,810 246,530 770 5,350 102,290 129,590

Maryland ............................... 733,940 546,190 163,760 21,700 280,600 390,530

Massachusetts...................... 1,061,920 980,580 41,310 34,200 407,480 572,900

Michigan................................ 1,658,480 1,419,600 204,170 30,020 645,060 868,950

Minnesota ............................. 746,100 716,990 12,690 13,480 295,300 401,210

Mississippi............................. 523,460 355,500 158,540 8,310 191,020 262,050

Missouri................................. 1,012,790 907,490 90,830 11,800 392,710 531,550

Montana................................ 159,180 152,560 360 5,670 66,080 80,570

Nebraska............................... 285,900 270,930 9,120 5,180 111,220 155,170

Nevada.................................. 299,910 263,280 19,320 16,410 131,400 147,190

New Hampshire .................... 204,140 199,050 930 3,370 81,150 106,440

New Jersey ........................... 1,355,570 1,147,890 151,060 51,240 515,910 740,500

New Mexico .......................... 285,250 250,520 5,200 28,550 116,150 139,590

New York............................... 3,014,910 2,466,520 364,420 167,020 1,155,000 1,610,340

North Carolina....................... 1,373,880 1,074,640 269,620 26,680 522,390 728,820

North Dakota......................... 114,380 110,410 200 3,190 45,840 61,420

Ohio ...................................... 1,921,920 1,707,410 183,180 24,510 749,520 1,026,300

Oklahoma.............................. 597,270 540,200 33,520 21,810 233,090 314,100

Oregon.................................. 577,570 553,520 7,310 14,990 237,670 302,110

Pennsylvania......................... 2,365,850 2,142,420 179,060 38,120 909,630 1,294,470

Rhode Island......................... 191,520 178,380 6,120 5,890 73,340 103,580

South Carolina ...................... 703,930 513,420 179,300 9,240 265,480 366,370

South Dakota ........................ 136,560 129,780 500 5,900 53,570 71,900

Tennessee............................. 1,010,900 871,010 124,740 12,840 382,240 531,800

Texas..................................... 2,672,950 2,256,360 287,860 120,990 1,049,780 1,373,070

Utah ...................................... 246,330 235,620 1,510 8,390 98,630 124,090

Vermont................................. 105,330 102,630 410 1,540 42,160 54,090

Virginia.................................. 1,053,340 832,740 193,290 24,270 405,950 556,140

Washington ........................... 858,510 795,030 21,070 39,520 351,200 446,830

West Virginia......................... 394,510 376,050 11,100 6,500 159,030 198,680

Wisconsin.............................. 905,450 856,700 33,810 11,900 361,970 480,910

Wyoming .............................. 78,420 75,750 310 2,030 33,330 38,980

Outlying areas

American Samoa............... 5,320 410 20 4,890 1,520 1,880

Guam................................. 11,370 1,330 320 9,580 4,370 4,530

Northern Mariana

Islands ......................... 1,750 200 30 1,510 580 600

Puerto Rico........................ 677,130 521,630 50,440 101,160 263,040 311,200

Virgin Islands..................... 14,020 2,650 10,280 990 5,660 6,610

Foreign countries .................. 404,640 335,640 12,890 52,560 166,770 212,260
5.J OASDI Current-Pay Benefits: Geographic Data

238 Social Security Bulletin • Annual Statistical Supplement • 2002

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—Average and median monthly benefit for retired workers and number and percentage distribution, by 

monthly benefit and state or other area, December 2001

State or area

Monthly benefit 

(dollars)

Number

Percentage distribution by dollar amount of benefit

Total

Less

than

400.00

400.00-

499.90

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

Average Median or more

 All areas a ....

 a. Includes beneficiaries with unknown state code.

874.50 881.00 28,841,820 100.0 7.5 7.7 10.2 8.6 8.3 9.3 10.8 11.5 8.6 17.3

Alabama................... 827.20 815.00 465,860 100.0 8.4 8.8 11.5 10.1 9.9 10.1 10.6 10.1 7.3 13.3

Alaska ...................... 848.20 827.00 32,750 100.0 9.3 9.1 10.6 9.7 8.7 8.4 9.0 9.9 7.6 17.6

Arizona..................... 888.30 908.00 531,200 100.0 6.2 7.1 9.9 8.1 8.0 9.7 11.8 12.7 9.2 17.3

Arkansas.................. 805.40 786.00 298,680 100.0 7.9 9.4 12.4 11.1 10.8 10.9 10.3 9.8 6.5 10.9

California.................. 881.90 883.00 2,743,610 100.0 9.2 7.8 9.8 8.3 7.8 8.5 9.7 10.5 8.3 20.0

Colorado .................. 852.10 861.00 341,280 100.0 10.2 8.0 10.0 8.5 7.9 8.8 10.2 10.9 8.7 16.8

Connecticut.............. 958.80 972.00 405,620 100.0 4.4 5.4 8.5 7.7 7.4 8.6 11.1 12.4 10.3 24.1

Delaware.................. 913.50 942.00 89,140 100.0 4.4 6.8 9.9 8.2 7.1 8.9 11.8 14.2 10.2 18.5

District of Columbia.. 741.00 665.00 48,090 100.0 21.6 10.5 11.5 9.6 8.6 7.5 6.7 5.3 4.4 14.2

Florida...................... 870.40 873.00 2,193,890 100.0 6.6 8.2 10.6 8.7 8.7 9.8 11.1 11.6 8.3 16.2

Georgia .................... 843.60 824.00 661,970 100.0 7.9 8.2 11.2 10.6 9.8 9.6 9.9 10.1 7.6 15.2

Hawaii ...................... 864.40 866.00 134,410 100.0 8.8 7.6 9.8 8.5 8.6 10.2 11.2 10.9 7.9 16.5

Idaho........................ 853.80 865.00 128,350 100.0 6.5 9.1 10.2 8.5 8.8 10.8 11.7 11.9 8.3 14.1

Illinois....................... 915.10 936.00 1,201,790 100.0 6.6 6.5 9.4 7.8 7.3 8.5 10.9 12.2 9.7 21.0

Indiana ..................... 915.30 938.00 635,280 100.0 4.0 6.4 9.9 7.5 7.6 9.8 12.9 13.8 10.2 18.0

Iowa ......................... 873.60 887.00 352,450 100.0 5.3 8.0 10.3 8.4 8.8 10.5 12.3 12.7 9.0 14.7

Kansas..................... 896.20 904.00 286,590 100.0 5.1 7.5 9.9 8.5 8.8 9.8 11.3 12.2 9.3 17.7

Kentucky .................. 820.60 813.00 389,330 100.0 8.9 9.3 11.2 9.8 9.5 9.7 10.7 10.8 7.6 12.5

Louisiana.................. 810.30 794.00 365,420 100.0 11.9 9.7 11.2 9.2 8.4 8.7 9.3 10.4 7.1 14.0

Maine ....................... 805.30 794.00 154,910 100.0 9.7 9.1 11.5 10.1 10.2 10.5 10.6 10.4 6.7 11.4

Maryland .................. 879.90 888.00 480,870 100.0 9.4 7.2 9.6 8.0 8.2 8.7 10.1 11.3 8.6 19.0

Massachusetts......... 879.10 879.00 696,240 100.0 8.5 7.7 10.3 8.8 8.1 8.6 9.9 10.5 8.4 19.3

Michigan................... 941.00 962.00 1,026,770 100.0 3.5 6.0 9.2 6.6 7.0 9.6 12.7 14.4 10.7 20.2

Minnesota ................ 867.00 882.00 495,620 100.0 7.1 7.9 11.0 8.7 8.0 8.9 10.8 12.3 9.1 16.1

Mississippi................ 792.30 761.00 275,660 100.0 9.6 9.9 12.8 11.1 10.6 10.0 9.7 8.9 6.1 11.4

Missouri.................... 863.00 869.00 624,910 100.0 6.8 8.0 10.6 9.1 8.6 9.9 11.1 12.1 8.4 15.4

Montana................... 844.50 853.00 100,010 100.0 7.2 8.7 10.6 9.2 8.9 10.7 11.3 12.3 8.3 12.9

Nebraska.................. 856.40 852.00 187,360 100.0 6.5 8.5 10.5 9.6 9.8 10.1 11.0 11.2 8.2 14.8

Nevada..................... 882.30 892.00 204,130 100.0 7.2 7.2 9.9 8.6 8.4 9.4 10.3 11.6 9.5 17.9

New Hampshire ....... 891.50 896.00 135,710 100.0 5.7 6.7 10.1 8.8 9.2 9.7 11.5 11.2 9.4 17.7

New Jersey .............. 965.20 981.00 930,560 100.0 4.5 5.7 8.9 7.5 7.2 8.2 10.0 11.9 10.2 26.0

New Mexico ............. 816.10 804.00 169,460 100.0 10.6 9.1 10.7 9.7 9.5 9.9 9.8 10.1 7.2 13.4

New York.................. 928.00 935.00 1,965,790 100.0 5.6 6.6 9.2 7.9 7.8 9.1 10.9 12.0 9.4 21.4

North Carolina.......... 845.60 831.00 853,740 100.0 6.1 7.6 11.0 10.8 11.0 11.2 11.0 10.6 7.4 13.3

North Dakota............ 817.00 801.00 70,470 100.0 8.6 9.5 11.2 11.0 9.6 10.0 10.0 10.1 7.6 12.5

Ohio ......................... 891.10 928.00 1,178,840 100.0 7.7 6.9 9.3 7.2 6.9 8.7 12.2 13.3 10.0 17.7

Oklahoma................. 835.00 830.00 367,050 100.0 8.2 8.7 10.9 9.5 9.4 10.4 10.8 11.1 7.6 13.2

Oregon..................... 884.40 907.00 383,590 100.0 5.6 7.4 9.9 8.1 7.9 10.1 12.8 13.2 9.4 15.6

Pennsylvania............ 899.20 920.00 1,545,510 100.0 5.0 7.1 9.9 7.8 7.8 9.9 12.7 13.4 9.5 16.9

Rhode Island............ 874.40 869.00 129,650 100.0 6.4 7.4 10.3 9.3 9.0 10.9 11.3 11.0 8.4 16.2

South Carolina ......... 844.40 832.00 421,330 100.0 6.6 7.8 11.0 10.5 10.5 11.1 10.9 10.5 7.6 13.6

South Dakota ........... 802.20 788.00 86,210 100.0 9.0 10.5 11.5 9.9 10.2 10.4 10.3 10.0 7.1 11.0

Tennessee................ 842.00 827.00 588,420 100.0 7.0 8.6 11.1 10.4 10.1 10.3 10.5 10.4 7.5 14.1

Texas........................ 850.70 840.00 1,605,330 100.0 9.6 8.5 10.6 9.1 8.6 8.7 9.5 10.5 7.7 17.1

Utah ......................... 877.60 906.00 159,570 100.0 8.6 8.0 10.4 7.8 6.8 7.7 10.0 12.3 9.2 19.1

Vermont.................... 861.70 864.00 66,570 100.0 5.9 8.1 10.7 8.7 9.9 11.1 11.8 11.5 8.0 14.4

Virginia..................... 851.60 841.00 651,010 100.0 8.6 8.0 10.6 9.6 9.3 9.5 10.1 10.5 7.8 16.0

Washington .............. 910.70 936.00 563,710 100.0 5.5 6.7 9.6 7.7 7.5 9.0 11.5 13.2 10.1 19.2

West Virginia............ 861.60 884.00 201,500 100.0 6.1 7.9 9.7 8.3 8.7 11.0 13.1 13.3 8.9 12.9

Wisconsin................. 896.30 925.00 608,890 100.0 4.4 7.3 10.4 7.9 7.5 9.4 12.7 14.5 10.1 15.8

Wyoming ................. 871.50 879.00 51,440 100.0 6.7 7.8 11.2 8.5 8.1 9.6 10.7 11.5 9.4 16.5

Outlying areas

American Samoa.. 521.80 463.00 1,370 100.0 32.1 24.1 15.3 10.9 2.9 4.4 3.6 2.9 2.2 1.5

Guam ................... 608.60 534.00 5,760 100.0 24.0 20.8 13.7 11.1 9.2 6.3 4.9 2.1 2.8 5.2

Northern Mariana

Islands ............ 477.90 439.50 740 100.0 45.9 16.2 17.6 4.1 2.7 5.4 1.4 0 1.4 5.4

Puerto Rico .......... 577.30 532.00 302,640 100.0 26.6 17.5 16.8 12.1 8.6 5.8 4.5 2.9 1.9 3.2

Virgin Islands........ 739.10 677.00 8,850 100.0 11.4 15.6 14.9 10.5 10.3 8.6 7.6 6.1 4.5 10.5

Foreign countries ..... 519.00 480.00 234,030 100.0 38.1 14.7 12.8 8.9 6.8 5.2 4.3 3.4 2.2 3.7
5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 239

 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—Average and median monthly benefit for disabled workers and number and percentage distribution, 

by monthly benefit and state or other area, December 2001

State or area

Monthly benefit

(dollars)

Number

Percentage distribution by dollar amount of benefit 

Total

Less

than

400.00

400.00-

499.90

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

Average Median or more

 All areas a ....

 a. Includes beneficiaries with unknown state code.

814.90 759.40 5,265,190 100.0 8.3 8.2 13.6 13.0 11.3 9.5 8.0 6.6 5.4 16.3

Alabama................... 784.10 727.00 129,880 100.0 8.5 8.7 15.2 14.1 12.1 10.1 7.3 6.0 4.9 13.2

Alaska ...................... 796.40 720.50 7,860 100.0 9.0 9.5 15.3 13.1 11.2 9.2 8.0 3.9 4.3 16.4

Arizona..................... 845.10 792.00 91,190 100.0 6.7 7.5 13.0 12.7 10.9 9.5 8.3 6.8 6.0 18.6

Arkansas.................. 765.70 723.00 79,640 100.0 8.7 9.4 14.8 14.4 12.8 10.5 8.5 5.8 4.9 10.3

California.................. 827.80 775.00 451,530 100.0 9.0 8.3 12.7 12.0 10.3 9.1 8.0 6.5 5.6 18.4

Colorado .................. 808.00 756.00 62,540 100.0 7.6 8.7 13.4 13.4 12.0 9.5 8.0 6.8 5.9 14.6

Connecticut.............. 841.20 778.00 55,180 100.0 6.8 7.6 13.2 12.6 12.0 9.4 7.7 6.8 5.6 18.4

Delaware.................. 842.80 788.00 16,010 100.0 8.2 7.1 13.1 12.5 10.2 8.4 8.1 7.4 5.3 19.7

District of Columbia.. 760.00 723.00 8,560 100.0 8.3 9.3 13.8 15.9 12.1 12.0 9.0 5.6 4.0 9.9

Florida...................... 818.00 766.00 321,540 100.0 7.5 8.2 13.7 12.9 11.5 9.7 8.1 7.0 5.4 16.1

Georgia .................... 794.00 745.00 164,730 100.0 7.7 7.9 13.9 14.6 12.4 10.4 8.6 6.7 5.0 12.8

Hawaii ...................... 838.10 794.00 14,630 100.0 6.1 7.6 14.2 12.0 10.9 9.8 9.1 7.1 6.2 16.9

Idaho........................ 801.10 747.00 21,490 100.0 9.8 7.7 15.0 12.5 10.1 9.3 8.4 6.1 6.1 15.0

Illinois....................... 842.30 790.00 179,850 100.0 7.4 8.0 12.7 12.2 10.7 9.5 7.8 6.8 5.7 19.2

Indiana ..................... 823.50 766.00 112,660 100.0 8.4 8.6 13.5 11.9 10.9 9.3 7.7 6.5 5.5 17.8

Iowa ......................... 788.10 738.00 50,560 100.0 10.0 8.8 14.5 12.3 10.8 9.5 7.5 7.2 5.5 14.0

Kansas..................... 793.40 736.00 43,730 100.0 8.7 8.9 15.0 13.1 11.1 9.1 7.8 6.9 5.6 13.8

Kentucky .................. 805.30 748.00 130,230 100.0 9.8 9.2 13.4 12.3 10.5 8.8 7.4 6.3 5.4 16.8

Louisiana.................. 816.00 760.00 92,530 100.0 9.8 8.7 12.4 12.3 10.8 8.8 7.3 6.5 5.4 18.0

Maine ....................... 742.90 694.00 36,200 100.0 10.4 9.6 15.1 15.7 12.2 10.2 7.1 5.9 3.9 9.8

Maryland .................. 850.60 801.00 73,930 100.0 7.0 6.8 11.8 12.8 11.5 10.2 8.6 6.9 5.3 19.1

Massachusetts......... 805.70 747.00 128,510 100.0 6.8 8.0 14.8 13.9 12.5 10.1 7.9 6.6 5.0 14.4

Michigan................... 878.50 833.00 192,100 100.0 8.1 7.1 11.4 10.7 9.6 8.9 7.5 6.7 6.0 24.0

Minnesota ................ 797.30 738.00 70,680 100.0 8.9 8.8 13.9 13.6 11.3 9.9 7.3 5.9 5.0 15.3

Mississippi................ 759.00 708.00 90,150 100.0 8.6 9.6 14.6 16.2 13.0 9.6 7.9 6.0 4.2 10.3

Missouri.................... 796.80 740.00 130,300 100.0 8.6 8.5 14.5 13.5 11.3 9.6 8.3 6.1 5.0 14.6

Montana................... 799.80 757.00 17,490 100.0 8.6 9.0 14.1 11.8 11.1 10.1 7.4 7.1 5.5 15.2

Nebraska.................. 772.10 706.00 26,730 100.0 9.1 10.0 15.5 14.3 11.1 7.6 8.1 7.3 4.8 12.3

Nevada..................... 872.80 828.50 34,000 100.0 6.2 6.7 11.7 11.8 10.5 9.4 8.4 7.4 6.9 21.0

New Hampshire ....... 815.50 767.00 23,600 100.0 6.6 8.3 13.4 13.0 12.6 10.7 8.9 6.1 5.2 15.1

New Jersey .............. 878.50 828.00 131,350 100.0 6.0 7.1 12.0 11.7 10.6 9.5 8.2 7.2 5.6 22.1

New Mexico ............. 782.60 732.00 33,290 100.0 8.7 8.5 15.3 13.6 11.2 10.1 8.0 6.4 5.5 12.8

New York.................. 862.10 809.00 345,880 100.0 7.4 7.5 12.4 11.7 10.1 9.0 7.9 7.0 5.7 21.3

North Carolina.......... 788.60 748.00 200,240 100.0 7.2 7.9 13.8 14.5 13.5 11.1 8.9 6.5 5.2 11.4

North Dakota............ 764.80 718.50 9,560 100.0 10.9 9.6 14.6 13.2 11.4 9.2 8.3 6.6 4.7 11.5

Ohio ......................... 810.90 758.00 201,160 100.0 10.0 8.8 13.4 11.9 10.0 8.6 7.6 6.3 6.0 17.3

Oklahoma................. 802.10 758.50 68,900 100.0 9.0 9.1 13.5 12.3 10.3 10.0 8.3 6.9 6.0 14.7

Oregon..................... 812.20 760.00 61,470 100.0 9.1 8.1 14.1 12.1 10.9 8.9 8.2 6.6 5.8 16.3

Pennsylvania............ 830.80 782.00 229,190 100.0 8.4 7.5 12.7 12.5 10.5 9.0 8.3 7.3 6.1 17.6

Rhode Island............ 797.10 741.00 23,990 100.0 8.1 8.0 14.5 14.5 11.6 9.5 8.2 6.5 5.1 14.0

South Carolina ......... 802.80 759.00 107,120 100.0 6.9 7.1 13.7 14.3 13.4 10.5 9.2 7.0 5.4 12.5

South Dakota ........... 742.30 688.00 12,260 100.0 12.3 9.8 14.8 15.1 11.6 9.1 7.1 5.5 5.1 9.7

Tennessee................ 782.90 735.00 148,610 100.0 8.4 8.3 14.3 14.2 12.8 10.3 8.3 6.6 4.9 12.0

Texas........................ 806.90 757.00 268,460 100.0 8.6 7.9 13.8 12.7 11.4 10.0 8.4 6.7 5.3 15.1

Utah ......................... 804.50 734.00 22,810 100.0 10.2 9.8 14.2 12.4 9.6 7.4 7.1 6.2 5.0 18.1

Vermont.................... 786.60 738.00 13,400 100.0 8.6 7.7 15.4 13.9 11.8 10.1 8.7 6.2 5.4 12.3

Virginia..................... 815.60 761.00 133,540 100.0 8.2 7.6 13.2 13.4 11.8 9.6 8.1 6.9 5.2 16.0

Washington .............. 822.70 769.00 94,700 100.0 9.1 8.8 13.2 11.6 10.7 9.3 7.4 6.2 5.5 18.2

West Virginia............ 858.90 813.00 64,210 100.0 9.0 7.5 11.0 11.0 10.3 8.6 7.8 6.9 6.0 21.9

Wisconsin................. 807.30 758.00 85,830 100.0 8.9 9.0 13.9 12.0 11.0 9.2 8.0 6.4 5.9 15.8

Wyoming ................. 821.70 755.00 8,520 100.0 8.6 10.4 13.7 11.5 9.5 6.9 6.8 7.3 7.0 18.2

Outlying areas

American Samoa.. 615.80 592.50 1,240 100.0 27.4 13.7 9.7 12.1 7.3 12.1 8.1 4.0 1.6 4.0

Guam ................... 695.90 655.50 820 100.0 14.6 12.2 14.6 14.6 6.1 14.6 8.5 4.9 2.4 7.3

Northern Mariana

Islands ............ 449.00 296.00 110 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 b

Puerto Rico .......... 693.70 649.00 127,480 100.0 7.7 9.6 21.3 20.7 13.9 8.9 6.4 4.5 2.3 4.6

Virgin Islands........ 806.00 760.00 1,230 100.0 7.3 8.1 17.1 11.4 10.6 12.2 7.3 7.3 2.4 16.3

Foreign countries ..... 701.20 672.00 11,540 100.0 19.6 9.0 11.9 12.0 11.1 8.6 7.1 5.4 5.4 10.0
5.J OASDI Current-Pay Benefits: Geographic Data

240 Social Security Bulletin • Annual Statistical Supplement • 2002

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—Average and median monthly benefit for nondisabled widow(er)s and number and percentage 

distribution, by monthly benefit and state or other area, December 2001

State or area

Monthly benefit

(dollars)

Number

Percentage distribution by dollar amount of benefit

Total

Less

than

400.00

400.00-

499.90

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

Average Median or more

 All areas a ....

 a. Includes beneficiaries with unknown state code. 

840.80 843.00 4,624,690 100.0 7.4 5.7 7.4 10.5 12.9 14.6 14.7 10.3 6.3 10.1

Alabama................... 765.60 757.00 92,370 100.0 10.7 8.5 10.3 12.8 13.1 13.4 12.0 8.0 4.5 6.6

Alaska ...................... 793.40 799.00 4,190 100.0 11.2 8.1 7.4 9.3 14.6 10.5 16.2 11.0 4.5 7.2

Arizona..................... 869.90 875.00 69,850 100.0 6.0 4.1 6.0 9.0 13.1 15.8 17.0 11.3 6.8 10.8

Arkansas.................. 744.90 732.00 54,940 100.0 11.2 9.1 11.6 13.8 13.3 12.7 11.1 7.3 4.1 5.6

California.................. 873.30 870.00 388,610 100.0 7.0 5.3 6.3 9.6 12.0 14.2 14.7 10.9 6.8 13.1

Colorado .................. 849.10 853.00 52,850 100.0 7.1 5.7 7.3 10.1 12.7 13.6 15.0 11.2 6.4 10.9

Connecticut.............. 930.90 917.00 48,110 100.0 3.5 2.7 4.2 8.0 12.2 15.8 16.3 12.9 9.1 15.1

Delaware.................. 905.30 908.00 12,670 100.0 2.8 3.3 6.2 8.4 13.8 14.2 19.2 12.4 8.1 11.6

District of Columbia.. 698.30 647.00 7,020 100.0 21.2 10.8 13.4 9.7 12.7 8.7 7.1 5.4 3.3 7.7

Florida...................... 867.30 859.00 284,870 100.0 5.4 4.6 6.8 10.4 13.7 15.5 15.6 10.5 6.3 11.2

Georgia .................... 777.50 766.00 109,130 100.0 10.2 8.1 10.5 12.1 13.5 13.0 11.9 8.0 4.7 7.9

Hawaii ...................... 811.10 812.00 15,000 100.0 8.8 6.5 7.7 10.6 15.1 14.7 13.9 9.1 6.0 7.6

Idaho........................ 851.40 850.00 18,450 100.0 4.0 5.2 8.0 10.7 13.9 16.5 16.5 11.0 5.0 9.2

Illinois....................... 902.80 901.00 192,610 100.0 4.7 3.7 5.3 8.5 12.2 15.4 16.9 12.2 7.9 13.2

Indiana ..................... 894.00 896.00 102,660 100.0 3.2 3.3 5.4 8.7 13.1 17.0 19.1 12.5 7.3 10.5

Iowa ......................... 861.00 853.00 61,640 100.0 3.4 4.4 7.6 11.2 14.6 17.0 15.7 10.4 6.3 9.4

Kansas..................... 890.70 876.00 46,270 100.0 3.8 4.0 7.1 10.8 13.2 14.4 15.6 11.1 7.3 12.8

Kentucky .................. 757.30 756.00 86,260 100.0 11.2 9.4 10.2 12.4 12.5 13.4 12.2 7.8 4.6 6.2

Louisiana.................. 771.40 761.00 97,850 100.0 11.2 8.0 10.0 12.5 13.3 12.5 12.0 8.5 4.5 7.5

Maine ....................... 796.70 786.00 24,070 100.0 8.0 6.4 8.8 14.0 14.6 14.8 12.0 8.8 4.8 7.8

Maryland .................. 850.80 854.00 72,580 100.0 7.7 5.9 6.6 10.1 12.3 14.0 15.3 10.6 6.6 11.0

Massachusetts......... 872.40 870.00 95,910 100.0 7.1 4.6 5.9 9.8 12.6 14.5 14.8 11.3 7.0 12.3

Michigan................... 901.90 897.00 174,560 100.0 3.0 2.9 4.2 8.9 13.3 18.2 18.6 12.8 7.7 10.5

Minnesota ................ 849.80 853.50 76,960 100.0 5.4 5.9 7.7 10.5 13.3 14.4 15.3 11.0 6.9 9.7

Mississippi................ 714.30 692.00 52,600 100.0 15.3 10.5 12.0 13.2 12.3 11.3 10.0 6.1 3.5 5.8

Missouri.................... 838.30 838.00 100,580 100.0 6.3 5.4 7.8 11.3 13.5 15.4 14.9 10.1 6.4 9.0

Montana................... 833.40 823.50 16,260 100.0 5.2 4.9 9.3 12.2 14.6 15.4 14.7 9.2 5.6 8.9

Nebraska.................. 862.80 842.00 30,170 100.0 3.7 5.2 8.3 12.5 13.8 15.2 13.5 9.9 6.7 11.2

Nevada..................... 882.80 891.00 23,020 100.0 5.5 4.8 5.9 9.1 12.8 13.4 17.2 12.1 7.5 11.9

New Hampshire ....... 890.30 895.50 17,100 100.0 4.7 3.5 5.6 10.1 12.0 14.9 18.1 11.3 7.7 12.0

New Jersey .............. 931.00 919.00 124,890 100.0 3.4 2.8 4.7 8.6 12.0 15.3 16.3 13.2 8.7 15.1

New Mexico ............. 786.00 784.00 27,280 100.0 10.5 8.1 9.5 11.5 12.3 13.6 12.2 8.5 5.8 7.9

New York.................. 892.70 880.00 271,760 100.0 4.4 3.8 6.0 9.9 13.1 15.8 16.0 11.5 7.2 12.4

North Carolina.......... 774.40 764.00 121,700 100.0 10.4 8.3 9.8 12.8 13.9 13.3 11.5 8.1 4.5 7.4

North Dakota............ 807.70 785.00 16,060 100.0 5.0 7.7 10.5 13.4 14.9 13.7 13.0 8.0 5.0 8.8

Ohio ......................... 873.30 883.00 234,180 100.0 6.0 4.2 5.4 8.9 12.0 16.1 17.4 12.2 7.3 10.5

Oklahoma................. 811.70 814.00 66,050 100.0 7.5 6.6 8.7 11.8 13.7 15.3 13.9 9.4 5.3 7.9

Oregon..................... 885.00 882.00 53,670 100.0 4.1 3.3 5.5 9.8 13.4 16.9 16.7 12.8 6.9 10.6

Pennsylvania............ 883.50 881.00 265,780 100.0 3.7 3.3 5.3 10.2 13.5 17.3 17.6 12.3 7.0 9.9

Rhode Island............ 879.00 870.50 14,880 100.0 4.2 3.9 7.3 10.1 12.8 17.6 16.1 9.7 6.4 12.0

South Carolina ......... 769.40 757.00 62,410 100.0 11.0 8.4 9.9 12.7 13.5 12.8 11.7 7.7 4.6 7.5

South Dakota ........... 796.40 772.00 15,640 100.0 5.4 8.2 10.9 13.7 15.6 14.2 11.3 8.1 5.4 7.1

Tennessee................ 785.10 776.00 104,970 100.0 9.6 7.7 9.5 13.0 13.3 13.4 12.6 8.5 4.7 7.6

Texas........................ 816.00 809.00 309,660 100.0 8.9 7.1 9.0 11.1 12.7 13.1 12.8 9.4 5.7 10.1

Utah ......................... 891.70 911.00 19,870 100.0 6.4 4.4 4.9 8.3 11.4 12.9 18.2 12.6 7.3 13.6

Vermont.................... 842.70 838.00 9,350 100.0 5.2 5.7 9.1 11.6 12.2 15.4 15.0 10.9 5.2 9.7

Virginia..................... 800.30 790.50 105,560 100.0 8.9 7.6 9.3 11.7 13.6 13.6 12.6 8.4 5.5 8.8

Washington .............. 899.20 897.00 76,780 100.0 4.3 3.3 5.1 8.6 13.3 15.6 17.6 12.5 7.7 11.9

West Virginia............ 804.40 809.00 53,390 100.0 6.9 6.0 9.0 12.7 14.0 15.9 14.6 9.0 5.6 6.2

Wisconsin................. 884.20 886.00 89,240 100.0 3.2 3.7 5.6 9.7 13.9 16.5 18.2 12.5 6.9 9.8

Wyoming ................. 869.90 866.00 6,620 100.0 3.3 4.7 7.9 9.8 14.2 14.5 18.0 10.4 8.5 8.8

Outlying areas

American Samoa.. 489.30 393.50 360 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 b

Guam ................... 592.50 548.00 950 100.0 28.4 14.7 12.6 13.7 9.5 7.4 4.2 5.3 1.1 3.2

Northern Mariana

Islands ............ 425.20 386.00 130 b b b b b b b b b b b

Puerto Rico .......... 514.80 469.00 70,320 100.0 38.0 17.3 14.5 10.4 7.6 4.8 3.1 1.8 1.0 1.6

Virgin Islands........ 640.20 605.00 1,030 100.0 20.4 11.7 17.5 16.5 8.7 5.8 8.7 6.8 1.0 2.9

Foreign countries ..... 564.80 537.00 72,570 100.0 29.4 15.0 14.8 12.1 9.3 7.5 4.6 2.8 1.7 2.9
5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 241

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 type of benefit and state or other area, December 2001

State or area Total

Under age 18 of— Disabled, aged 18 or older, of— Students, aged 18–19, of—

Total

Retired

workers

Disabled

workers

Deceased

workers Total

Retired

workers

Disabled

workers

Deceased

workers Total

Retired

workers

Disabled

workers

Deceased

workers

All areas a ............ 

a. Includes beneficiaries with unknown state code.

3,847,330 2,997,450 261,260 1,392,600 1,343,590 741,870 192,450 59,370 490,050 108,010 12,920 38,450 56,640

Alabama.......................... 91,700 72,480 6,120 37,330 29,030 16,260 3,600 1,500 11,160 2,960 210 1,360 1,390

Alaska ............................. 8,540 7,720 670 2,690 4,360 680 200 20 460 140 20 60 60

Arizona............................ 62,520 52,620 4,670 24,240 23,710 8,230 2,250 820 5,160 1,670 270 550 850

Arkansas......................... 50,560 39,940 3,130 20,970 15,840 8,930 1,910 1,010 6,010 1,690 170 620 900

California......................... 335,330 269,670 31,090 108,340 130,240 59,610 19,230 4,220 36,160 6,050 880 1,810 3,360

Colorado ......................... 42,940 35,640 2,300 16,720 16,620 6,000 1,700 540 3,760 1,300 120 430 750

Connecticut..................... 40,380 30,410 2,580 14,770 13,060 9,160 2,670 460 6,030 810 130 280 400

Delaware......................... 10,790 8,710 760 3,940 4,010 1,860 620 150 1,090 220 20 70 130

District of Columbia......... 6,480 4,890 570 1,010 3,310 1,450 230 80 1,140 140 20 20 100

Florida............................. 222,430 184,140 20,770 81,330 82,040 32,100 8,710 2,770 20,620 6,190 830 2,220 3,140

Georgia ........................... 118,940 95,220 6,040 43,360 45,820 19,800 4,080 1,810 13,910 3,920 450 1,300 2,170

Hawaii ............................. 13,600 11,070 1,600 4,200 5,270 2,310 750 70 1,490 220 70 50 100

Idaho............................... 15,640 12,630 900 5,720 6,010 2,430 660 130 1,640 580 100 100 380

Illinois.............................. 148,870 113,130 10,030 47,980 55,120 31,640 7,540 2,230 21,870 4,100 410 1,380 2,310

Indiana ............................ 82,840 62,680 4,390 30,780 27,510 17,230 3,990 1,540 11,700 2,930 290 1,090 1,550

Iowa ................................ 34,330 24,370 1,500 12,250 10,620 8,690 2,480 700 5,510 1,270 120 550 600

Kansas............................ 32,710 25,500 1,640 12,090 11,770 6,110 1,640 390 4,080 1,100 140 330 630

Kentucky ......................... 76,870 58,710 3,590 35,430 19,690 15,940 3,560 1,970 10,410 2,220 190 1,050 980

Louisiana......................... 88,270 68,330 5,400 31,160 31,770 17,330 3,970 1,710 11,650 2,610 300 950 1,360

Maine .............................. 21,930 16,670 1,080 10,860 4,730 4,550 1,210 380 2,960 710 60 300 350

Maryland ......................... 62,810 50,910 3,970 17,950 28,990 10,980 2,770 500 7,710 920 70 220 630

Massachusetts................ 81,540 61,500 4,290 34,880 22,330 18,260 5,110 1,310 11,840 1,780 260 620 900

Michigan.......................... 144,460 108,280 8,280 52,860 47,140 32,050 8,240 2,540 21,270 4,130 410 1,510 2,210

Minnesota ....................... 49,590 35,860 2,380 17,030 16,450 11,890 3,640 550 7,700 1,840 160 700 980

Mississippi....................... 70,390 56,900 4,800 29,550 22,550 11,270 2,150 1,420 7,700 2,220 210 1,000 1,010

Missouri........................... 88,530 69,760 4,720 34,830 30,210 15,800 3,910 1,500 10,390 2,970 260 1,270 1,440

Montana.......................... 12,530 10,000 870 4,600 4,530 2,020 580 210 1,230 510 70 250 190

Nebraska......................... 19,510 14,990 920 7,120 6,950 3,920 1,260 230 2,430 600 40 240 320

Nevada............................ 21,320 18,760 2,160 7,690 8,910 2,050 550 170 1,330 510 80 120 310

New Hampshire .............. 16,550 12,980 790 7,160 5,030 3,080 740 230 2,110 490 50 200 240

New Jersey ..................... 99,160 77,150 6,790 33,850 36,510 19,370 5,340 1,170 12,860 2,640 340 830 1,470

New Mexico .................... 29,510 24,380 2,260 9,710 12,410 4,070 1,170 340 2,560 1,060 190 300 570

New York......................... 249,570 188,530 19,380 94,260 74,890 56,230 15,090 3,730 37,410 4,810 650 1,850 2,310

North Carolina................. 122,670 96,800 5,420 49,850 41,530 22,550 4,970 2,240 15,340 3,320 420 1,370 1,530

North Dakota................... 7,120 4,670 330 2,230 2,110 2,010 450 90 1,470 440 60 140 240

Ohio ................................ 146,100 105,490 8,230 51,030 46,230 35,560 9,140 2,570 23,850 5,050 560 1,830 2,660

Oklahoma........................ 50,080 38,830 3,020 16,330 19,480 9,130 2,060 770 6,300 2,120 240 830 1,050

Oregon............................ 37,790 29,610 2,830 12,660 14,120 7,050 2,160 600 4,290 1,130 130 360 640

Pennsylvania................... 161,750 117,870 8,720 56,230 52,920 39,130 9,760 3,020 26,350 4,750 590 1,730 2,430

Rhode Island................... 14,600 11,010 830 6,220 3,960 3,260 690 310 2,260 330 50 130 150

South Carolina ................ 72,080 56,660 3,030 28,310 25,320 13,380 2,810 1,250 9,320 2,040 180 720 1,140

South Dakota .................. 11,090 8,370 600 3,570 4,200 2,180 500 110 1,570 540 60 130 350

Tennessee....................... 96,860 75,320 5,090 37,270 32,960 18,560 3,920 1,820 12,820 2,980 240 1,340 1,400

Texas............................... 250,100 201,700 20,070 75,400 106,230 39,150 10,700 2,800 25,650 9,250 1,320 2,500 5,430

Utah ................................ 23,610 19,790 1,410 7,740 10,640 3,110 1,100 200 1,810 710 140 190 380

Vermont........................... 9,080 7,030 520 4,210 2,300 1,840 450 240 1,150 210 20 50 140

Virginia............................ 91,250 71,160 4,830 35,190 31,140 17,570 4,050 1,450 12,070 2,520 260 840 1,420

Washington ..................... 60,480 47,160 4,340 20,590 22,230 11,200 3,190 850 7,160 2,120 190 810 1,120

West Virginia................... 36,800 25,470 1,940 15,020 8,510 10,390 2,000 1,200 7,190 940 140 420 380

Wisconsin........................ 62,570 44,860 3,110 21,770 19,980 15,570 4,320 1,050 10,200 2,140 250 740 1,150

Wyoming ........................ 6,110 5,000 310 2,300 2,390 880 210 130 540 230 10 80 140

Outlying areas

American Samoa......... 1,920 1,870 300 690 880 10 0 0 10 40 10 10 20

Guam .......................... 2,470 2,350 590 450 1,310 90 30 20 40 30 0 0 30

Northern Mariana

Islands ................... 570 510 250 40 220 50 10 0 40 10 0 0 10

Puerto Rico ................. 102,890 78,990 8,470 44,980 25,540 22,580 6,730 2,180 13,670 1,320 290 540 490

Virgin Islands............... 1,750 1,390 290 440 660 310 140 10 160 50 20 0 30

Foreign countries ............ 25,610 20,220 6,150 3,220 10,850 4,980 1,480 60 3,440 410 150 50 210
5.J OASDI Current-Pay Benefits: Geographic Data

242 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

CONTACT: Rona Blumenthal (410) 965-0163 or Cherice Jefferies (410) 965-5520.

Table 5.J11—Number and total monthly benefit for beneficiaries in foreign countries, December 2001

Country a 

a. Countries with 500 or more beneficiaries are shown separately. The total and continent subtotals include all foreign residents.

Number

Monthly benefit

(thousands of dollars)

Total

Retired

 workers b

b. Includes special age-72 beneficiaries.

Disabled

workers Widow(er)s c

c. Includes nondisabled and disabled widow(er)s, widowed mothers and fathers, and parents.

Wives and

husbands Children

All

beneficiaries

Retired

workers b

All countries .......................... 407,466 235,797 11,872 76,683 57,826 25,288 196,861 122,452

Canada ......................................... 92,418 52,990 2,507 17,323 17,016 2,582 38,670 23,772

Mexico............................................ 49,734 23,903 1,427 12,151 5,966 6,287 23,065 12,256

Central America and Caribbean..... 20,159 13,609 1,008 1,987 1,336 2,219 12,154 8,768

Barbados.................................... 1,013 813 25 95 63 17 699 572

Costa Rica.................................. 2,859 1,876 175 289 195 324 1,906 1,347

Dominican Republic ................... 5,608 3,476 401 419 351 961 2,987 2,011

El Salvador................................. 774 514 43 76 53 88 414 289

Guatemala.................................. 1,082 690 56 127 66 143 616 413

Honduras.................................... 967 590 58 92 64 163 627 420

Jamaica...................................... 2,735 2,128 60 237 195 115 1,685 1,369

Panama...................................... 856 516 50 139 61 90 528 338

Trinidad and Tobago................... 829 638 21 81 55 34 557 441

South America ............................... 12,823 8,460 470 1,862 1,158 873 7,537 5,225

Argentina.................................... 2,829 1,769 52 513 385 110 1,605 1,078

Brazil .......................................... 1,725 1,022 36 358 178 131 1,074 671

Chile........................................... 1,089 717 34 173 88 77 714 496

Colombia.................................... 2,616 1,797 148 302 156 213 1,496 1,059

Ecuador...................................... 2,203 1,596 109 190 136 172 1,252 941

Peru............................................ 713 455 33 108 62 55 434 294

Uruguay...................................... 615 452 27 60 63 13 335 257

Africa.............................................. 1,507 848 95 203 100 261 917 581

Asia................................................ 40,367 19,157 1,220 9,496 4,867 5,627 22,357 12,557

Cyprus........................................ 550 314 20 107 65 44 296 188

Hong Kong ................................. 820 371 7 340 69 33 452 230

India ........................................... 659 415 47 59 62 76 405 266

Israel .......................................... 8,360 4,668 195 1,325 1,246 926 5,006 3,267

Japan ......................................... 6,143 2,926 38 1,725 1,211 243 3,896 2,154

Thailand ..................................... 867 629 58 40 22 118 655 502

Philippines.................................. 18,271 7,790 559 5,367 1,816 2,739 9,236 4,602

Turkey ........................................ 631 385 26 119 62 39 397 256

Yemen ........................................ 1,684 411 122 127 96 928 663 265

Europe ........................................... 184,803 113,298 5,023 32,795 26,678 7,009 88,657 56,876

Austria ........................................ 2,220 1,441 67 393 258 61 1,114 746

Belgium ...................................... 1,571 986 13 263 253 56 781 520

Croatia........................................ 1,431 776 152 305 104 94 939 531

Denmark..................................... 866 510 14 189 104 49 559 342

Finland ....................................... 741 475 21 136 77 32 417 267

France ........................................ 9,457 6,143 90 1,392 1,547 285 4,699 3,303

Germany .................................... 28,169 17,410 765 4,655 3,974 1,365 12,144 7,446

Greece ....................................... 21,818 12,341 739 4,486 3,392 860 10,313 6,267

Hungary...................................... 1,706 1,275 94 194 88 55 1,285 1,001

Ireland ........................................ 7,659 5,203 210 1,035 846 365 4,299 3,134

Italy............................................. 34,878 20,217 859 7,890 4,799 1,113 16,637 10,175

Malta .......................................... 597 308 30 138 70 51 366 208

Netherlands................................ 3,860 2,407 64 562 683 144 1,669 1,076

Norway....................................... 6,096 3,573 122 1,167 1,066 168 2,390 1,441

Poland ........................................ 3,801 2,424 191 691 327 168 2,090 1,318

Portugal...................................... 11,789 7,826 669 1,549 1,295 450 5,586 3,843

Serbia......................................... 964 515 61 262 85 41 601 307

Spain .......................................... 8,995 5,235 232 1,817 1,406 305 4,562 2,868

Sweden ...................................... 2,857 1,882 42 414 418 101 1,252 824

Switzerland................................. 5,476 3,730 38 607 968 133 2,135 1,497

United Kingdom.......................... 27,149 16,866 432 4,201 4,635 1,015 13,088 8,572

Oceania.......................................... 5,655 3,532 122 866 705 430 3,504 2,417

Australia ..................................... 4,565 2,879 73 753 621 239 2,830 1,955

New Zealand.............................. 721 485 26 73 58 79 470 345
 5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 243

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Joseph Bondar (410) 965-0162 or Shirley Turpin (410) 965-0181.

Table 5.J12—Number of disabled workers, by diagnostic group and state or other area, December 2001

State or area

Total

number

Number

with

diagnosis

available

Diagnostic group

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.

Neoplasms

Endocrine,

nutritional,

and

metabolic

Mental

disorders

(other

than

retardation)

Mental

retardation

Diseases of the—

Injuries Other

Nervous

system

and

sense

organs

Circulatory

system

Respiratory

system

Musculoskeletal

system

All areas ............ 5,267,884 5,217,345 100,437 142,760 239,610 1,458,016 273,850 505,146 543,509 170,377 1,231,143 242,279 310,218

Alabama....................... 129,615 128,509 1,468 3,005 6,228 30,115 6,639 11,007 15,663 4,674 35,652 6,769 7,289

Alaska .......................... 7,671 7,627 91 261 272 2,274 395 888 612 209 1,759 440 426

Arizona......................... 91,580 90,819 1,569 2,396 3,496 28,849 2,790 9,221 7,843 2,850 22,084 4,681 5,040

Arkansas...................... 80,407 79,741 1,019 2,308 3,650 14,200 4,436 7,601 10,231 3,070 24,688 4,277 4,261

California...................... 448,120 443,756 13,720 12,374 17,560 145,716 12,287 44,564 37,513 9,778 105,281 21,581 23,382

Colorado ...................... 62,225 61,586 1,242 1,655 2,131 15,771 2,939 8,103 3,989 2,194 16,523 3,462 3,577

Connecticut.................. 56,086 55,562 1,109 1,565 2,301 19,150 2,931 5,509 4,967 1,587 10,750 2,001 3,692

Delaware...................... 15,541 15,420 407 456 794 4,062 887 1,553 1,549 511 3,673 674 854

District of Columbia...... 8,417 8,352 663 169 384 2,617 506 875 785 189 1,287 231 646

Florida.......................... 324,085 321,325 10,825 9,387 15,569 86,112 10,757 25,748 37,106 10,655 70,729 18,557 25,880

Georgia ........................ 164,220 162,525 4,094 4,429 8,782 39,088 9,375 13,340 19,175 6,014 37,410 7,155 13,663

Hawaii .......................... 14,844 14,713 337 449 601 5,422 588 1,278 1,717 318 2,505 686 812

Idaho............................ 21,837 21,673 197 593 956 6,153 1,120 2,420 1,754 727 5,516 1,234 1,003

Illinois........................... 182,060 180,390 3,209 5,444 9,429 58,076 11,487 19,035 18,897 5,825 32,231 7,381 9,376

Indiana ......................... 113,500 112,170 1,482 3,336 6,918 28,272 9,090 12,229 12,671 4,791 22,420 4,428 6,533

Iowa ............................. 48,883 48,363 423 1,399 2,266 13,376 4,548 5,556 4,117 1,754 10,613 2,132 2,179

Kansas......................... 43,490 43,185 539 1,198 2,535 11,355 3,401 4,790 3,883 1,578 8,985 2,314 2,607

Kentucky ...................... 131,185 130,137 1,156 2,735 5,223 35,023 8,331 9,380 14,094 5,740 35,890 5,231 7,334

Louisiana...................... 92,767 91,649 1,636 2,385 4,078 16,359 5,681 7,972 12,159 2,507 27,057 4,749 7,066

Maine ........................... 36,669 36,481 281 847 1,358 12,047 2,052 3,245 3,219 1,127 9,359 1,627 1,319

Maryland ...................... 73,549 72,744 2,210 2,438 3,500 18,634 4,069 8,114 8,713 2,428 14,294 3,351 4,993

Massachusetts............. 127,427 126,233 2,739 3,315 4,056 48,714 5,621 11,832 9,733 3,360 26,805 4,863 5,195

Michigan....................... 192,028 189,969 1,993 5,185 9,278 62,501 10,097 19,007 19,438 5,916 40,463 7,683 8,408

Minnesota .................... 71,538 70,654 837 2,032 2,265 26,598 5,532 8,149 5,237 1,649 12,358 3,285 2,712

Mississippi.................... 89,511 88,671 1,065 2,290 4,697 22,146 5,401 7,271 11,996 2,916 19,506 4,016 7,367

Missouri........................ 129,368 128,125 1,806 3,224 7,220 30,203 8,584 12,476 13,362 5,258 31,942 6,626 7,424

Montana....................... 17,420 17,285 161 443 577 4,245 828 2,150 1,276 664 4,918 1,080 943

Nebraska...................... 26,611 26,393 306 757 1,323 6,346 1,639 3,305 2,574 960 6,340 1,526 1,317

Nevada......................... 34,041 33,773 704 919 1,442 8,810 851 3,431 3,639 1,344 8,813 1,659 2,161

New Hampshire ........... 24,167 24,042 181 632 765 8,572 1,164 2,578 2,048 760 5,376 1,080 886

New Jersey .................. 130,030 128,495 3,028 4,427 5,265 38,609 4,961 14,057 14,676 3,888 26,687 5,467 7,430

New Mexico ................. 33,238 32,915 537 742 1,403 7,866 1,164 3,520 2,424 1,054 10,148 2,094 1,963

New York...................... 349,198 345,783 9,983 10,036 14,070 87,341 14,694 31,736 35,848 10,649 96,872 14,526 20,028

North Carolina.............. 202,613 201,114 3,511 5,572 11,295 42,407 14,435 16,810 25,353 7,663 48,320 8,296 17,452

North Dakota................ 9,263 9,192 74 263 308 2,398 816 1,158 887 277 2,110 528 373

Ohio ............................. 200,768 198,471 2,102 4,804 9,263 69,232 16,344 17,801 18,811 6,510 33,559 6,644 13,401

Oklahoma..................... 68,373 67,903 862 1,878 3,654 15,918 3,630 6,913 8,063 2,778 18,096 3,275 2,836

Oregon......................... 59,799 59,353 916 1,724 2,522 16,727 3,160 7,562 4,854 1,703 14,017 3,391 2,777

Pennsylvania................ 228,069 226,112 3,437 6,583 11,274 55,612 13,567 23,819 25,815 7,342 55,766 10,872 12,025

Rhode Island................ 24,312 24,086 331 646 942 8,277 1,486 2,181 2,120 718 5,315 934 1,136

South Carolina ............. 106,989 106,097 1,586 2,777 5,021 27,297 5,845 8,918 14,019 4,124 25,037 5,063 6,410

South Dakota ............... 12,311 12,211 136 311 384 2,993 992 1,657 1,153 452 3,135 491 507

Tennessee.................... 148,696 147,467 1,824 3,762 6,703 41,287 8,930 12,063 17,148 6,062 34,545 6,035 9,108

Texas............................ 271,978 269,954 7,253 8,297 15,949 59,369 10,698 30,002 31,351 8,113 66,981 13,906 18,035

Utah ............................. 22,845 22,716 248 536 1,001 7,079 1,426 2,894 1,562 761 4,858 1,062 1,289

Vermont........................ 12,992 12,899 183 342 592 4,007 702 1,237 1,072 411 2,951 620 782

Virginia......................... 133,678 132,429 2,254 3,882 6,414 30,562 9,240 12,071 15,269 4,956 33,719 5,856 8,206

Washington .................. 94,913 94,331 1,654 2,825 3,903 31,470 4,548 10,281 7,210 2,730 20,118 4,419 5,173

West Virginia................ 64,250 63,582 463 1,342 3,080 13,037 5,091 4,566 7,832 3,053 17,394 3,482 4,242

Wisconsin..................... 86,342 85,248 945 2,334 3,946 27,180 6,109 10,368 6,883 2,222 17,264 3,811 4,186

Wyoming ..................... 8,215 8,168 82 205 330 2,056 471 1,008 681 404 2,071 497 363

Outlying areas

Puerto Rico .............. 127,572 125,248 1,386 1,572 2,233 53,340 1,302 10,591 9,065 2,935 33,788 5,514 3,522

Other b .....................

b. Includes American Samoa, Guam, Northern Mariana Islands, VIrgin Islands, and foreign countries.

12,578 11,699 173 274 404 3,146 213 1,306 1,453 219 3,165 717 629
5.J OASDI Current-Pay Benefits: Geographic Data

244 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Joseph Bondar (410) 965-0162 or Shirley Turpin (410) 965-0181.

Table 5.J13—Number and percentage distribution of disabled workers, by diagnostic group and state or other 

area, December 2001

State or area

Total

number

Number

with

diagnosis

available

Diagnostic group

Percent

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.

Neoplasms

Endocrine,

nutritional,

and

metabolic

Mental

disorders

(other

than

retardation)

Mental

retardation

Diseases of the—

Injuries Other

Nervous

system

and

sense

organs

Circulatory

system

Respiratory

system

Musculoskeletal

system

All areas ..................... 5,267,884 5,217,345 100.0 1.9 2.7 4.6 27.9 5.2 9.7 10.4 3.3 23.6 4.6 2.2

Alabama................................ 129,615 128,509 100.0 1.1 2.3 4.8 23.4 5.2 8.6 12.2 3.6 27.7 5.3 1.8

Alaska ................................... 7,671 7,627 100.0 1.2 3.4 3.6 29.8 5.2 11.6 8.0 2.7 23.1 5.8 1.9

Arizona.................................. 91,580 90,819 100.0 1.7 2.6 3.8 31.8 3.1 10.2 8.6 3.1 24.3 5.2 1.8

Arkansas............................... 80,407 79,741 100.0 1.3 2.9 4.6 17.8 5.6 9.5 12.8 3.8 31.0 5.4 1.7

California............................... 448,120 443,756 100.0 3.1 2.8 4.0 32.8 2.8 10.0 8.5 2.2 23.7 4.9 1.1

Colorado ............................... 62,225 61,586 100.0 2.0 2.7 3.5 25.6 4.8 13.2 6.5 3.6 26.8 5.6 2.2

Connecticut........................... 56,086 55,562 100.0 2.0 2.8 4.1 34.5 5.3 9.9 8.9 2.9 19.3 3.6 3.2

Delaware............................... 15,541 15,420 100.0 2.6 3.0 5.1 26.3 5.8 10.1 10.0 3.3 23.8 4.4 1.3

District of Columbia............... 8,417 8,352 100.0 7.9 2.0 4.6 31.3 6.1 10.5 9.4 2.3 15.4 2.8 1.2

Florida................................... 324,085 321,325 100.0 3.4 2.9 4.8 26.8 3.3 8.0 11.5 3.3 22.0 5.8 3.7

Georgia ................................. 164,220 162,525 100.0 2.5 2.7 5.4 24.1 5.8 8.2 11.8 3.7 23.0 4.4 4.1

Hawaii ................................... 14,844 14,713 100.0 2.3 3.1 4.1 36.9 4.0 8.7 11.7 2.2 17.0 4.7 .7

Idaho..................................... 21,837 21,673 100.0 0.9 2.7 4.4 28.4 5.2 11.2 8.1 3.4 25.5 5.7 1.5

Illinois.................................... 182,060 180,390 100.0 1.8 3.0 5.2 32.2 6.4 10.6 10.5 3.2 17.9 4.1 1.3

Indiana .................................. 113,500 112,170 100.0 1.3 3.0 6.2 25.2 8.1 10.9 11.3 4.3 20.0 3.9 2.2

Iowa ...................................... 48,883 48,363 100.0 0.9 2.9 4.7 27.7 9.4 11.5 8.5 3.6 21.9 4.4 1.2

Kansas.................................. 43,490 43,185 100.0 1.2 2.8 5.9 26.3 7.9 11.1 9.0 3.7 20.8 5.4 2.4

Kentucky ............................... 131,185 130,137 100.0 0.9 2.1 4.0 26.9 6.4 7.2 10.8 4.4 27.6 4.0 2.9

Louisiana............................... 92,767 91,649 100.0 1.8 2.6 4.4 17.8 6.2 8.7 13.3 2.7 29.5 5.2 3.5

Maine .................................... 36,669 36,481 100.0 0.8 2.3 3.7 33.0 5.6 8.9 8.8 3.1 25.7 4.5 .9

Maryland ............................... 73,549 72,744 100.0 3.0 3.4 4.8 25.6 5.6 11.2 12.0 3.3 19.6 4.6 1.6

Massachusetts...................... 127,427 126,233 100.0 2.2 2.6 3.2 38.6 4.5 9.4 7.7 2.7 21.2 3.9 1.1

Michigan................................ 192,028 189,969 100.0 1.0 2.7 4.9 32.9 5.3 10.0 10.2 3.1 21.3 4.0 1.0

Minnesota ............................. 71,538 70,654 100.0 1.2 2.9 3.2 37.6 7.8 11.5 7.4 2.3 17.5 4.6 .8

Mississippi............................. 89,511 88,671 100.0 1.2 2.6 5.3 25.0 6.1 8.2 13.5 3.3 22.0 4.5 4.5

Missouri................................. 129,368 128,125 100.0 1.4 2.5 5.6 23.6 6.7 9.7 10.4 4.1 24.9 5.2 2.2

Montana................................ 17,420 17,285 100.0 0.9 2.6 3.3 24.6 4.8 12.4 7.4 3.8 28.5 6.2 2.3

Nebraska............................... 26,611 26,393 100.0 1.2 2.9 5.0 24.0 6.2 12.5 9.8 3.6 24.0 5.8 1.5

Nevada.................................. 34,041 33,773 100.0 2.1 2.7 4.3 26.1 2.5 10.2 10.8 4.0 26.1 4.9 2.4

New Hampshire .................... 24,167 24,042 100.0 0.8 2.6 3.2 35.7 4.8 10.7 8.5 3.2 22.4 4.5 1.0

New Jersey ........................... 130,030 128,495 100.0 2.4 3.4 4.1 30.0 3.9 10.9 11.4 3.0 20.8 4.3 1.3

New Mexico .......................... 33,238 32,915 100.0 1.6 2.3 4.3 23.9 3.5 10.7 7.4 3.2 30.8 6.4 1.8

New York............................... 349,198 345,783 100.0 2.9 2.9 4.1 25.3 4.2 9.2 10.4 3.1 28.0 4.2 2.2

North Carolina....................... 202,613 201,114 100.0 1.7 2.8 5.6 21.1 7.2 8.4 12.6 3.8 24.0 4.1 4.6

North Dakota......................... 9,263 9,192 100.0 0.8 2.9 3.4 26.1 8.9 12.6 9.6 3.0 23.0 5.7 .9

Ohio ...................................... 200,768 198,471 100.0 1.1 2.4 4.7 34.9 8.2 9.0 9.5 3.3 16.9 3.3 3.7

Oklahoma.............................. 68,373 67,903 100.0 1.3 2.8 5.4 23.4 5.3 10.2 11.9 4.1 26.6 4.8 .6

Oregon.................................. 59,799 59,353 100.0 1.5 2.9 4.2 28.2 5.3 12.7 8.2 2.9 23.6 5.7 1.3

Pennsylvania......................... 228,069 226,112 100.0 1.5 2.9 5.0 24.6 6.0 10.5 11.4 3.2 24.7 4.8 1.5

Rhode Island......................... 24,312 24,086 100.0 1.4 2.7 3.9 34.4 6.2 9.1 8.8 3.0 22.1 3.9 1.7

South Carolina ...................... 106,989 106,097 100.0 1.5 2.6 4.7 25.7 5.5 8.4 13.2 3.9 23.6 4.8 1.5

South Dakota ........................ 12,311 12,211 100.0 1.1 2.5 3.1 24.5 8.1 13.6 9.4 3.7 25.7 4.0 .9

Tennessee............................. 148,696 147,467 100.0 1.2 2.6 4.5 28.0 6.1 8.2 11.6 4.1 23.4 4.1 2.6

Texas..................................... 271,978 269,954 100.0 2.7 3.1 5.9 22.0 4.0 11.1 11.6 3.0 24.8 5.2 1.9

Utah ...................................... 22,845 22,716 100.0 1.1 2.4 4.4 31.2 6.3 12.7 6.9 3.4 21.4 4.7 2.1

Vermont................................. 12,992 12,899 100.0 1.4 2.7 4.6 31.1 5.4 9.6 8.3 3.2 22.9 4.8 3.2

Virginia.................................. 133,678 132,429 100.0 1.7 2.9 4.8 23.1 7.0 9.1 11.5 3.7 25.5 4.4 1.9

Washington ........................... 94,913 94,331 100.0 1.8 3.0 4.1 33.4 4.8 10.9 7.6 2.9 21.3 4.7 1.8

West Virginia......................... 64,250 63,582 100.0 0.7 2.1 4.8 20.5 8.0 7.2 12.3 4.8 27.4 5.5 4.0

Wisconsin.............................. 86,342 85,248 100.0 1.1 2.7 4.6 31.9 7.2 12.2 8.1 2.6 20.3 4.5 1.6

Wyoming .............................. 8,215 8,168 100.0 1.0 2.5 4.0 25.2 5.8 12.3 8.3 4.9 25.4 6.1 1.4

Outlying areas

Puerto Rico ....................... 127,572 125,248 100.0 1.1 1.3 1.8 42.6 1.0 8.5 7.2 2.3 27.0 4.4 .7

Other b ..............................

b. Includes American Samoa, Guam, Northern Mariana Islands, VIrgin Islands, and foreign countries.

12,578 11,699 100.0 1.5 2.3 3.5 26.9 1.8 11.2 12.4 1.9 27.1 6.1 1.5
 5.J OASDI Current-Pay Benefits: Geographic Data

Social Security Bulletin • Annual Statistical Supplement • 2002 245

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 and median monthly benefit, by type of disabled beneficiary and state or other 

area, December 2001

State or area

Total Disabled workers Disabled adult children Disabled widow(er)s 

Number

Average

benefit

(dollars)

Median

benefit

(dollars) Number

Average

benefit

(dollars)

Median

benefit

(dollars) Number

Average

benefit

(dollars)

Median

benefit

(dollars) Number

Average

benefit

(dollars)

Median

benefit

(dollars)

All areas a ........

a. Includes beneficiaries with unknown state code.

6,209,080 772.60 717.00 5,265,190 814.80 759.40 741,870 537.80 527.00 202,020 535.20 516.00

Alabama..................... 152,010 741.40 687.00 129,880 784.00 727.00 16,260 480.20 450.50 162,600 521.60 509.00

Alaska ........................ 8,730 773.80 705.00 7,860 796.40 720.50 680 565.20 548.50 6,800 581.80 564.00

Arizona....................... 102,400 814.00 759.00 91,190 845.20 792.00 8,230 560.60 559.00 82,300 563.60 562.00

Arkansas.................... 92,210 725.40 681.00 79,640 765.60 723.00 8,930 470.60 447.00 89,300 468.60 468.50

California.................... 524,310 790.80 735.00 451,530 827.80 775.00 59,610 559.20 558.00 596,100 572.40 542.00

Colorado .................... 70,450 779.40 724.00 62,540 808.00 756.00 6,000 558.80 563.00 60,000 536.80 511.00

Connecticut................ 66,010 801.00 738.00 55,180 841.20 778.00 9,160 605.00 617.00 91,600 547.80 503.00

Delaware.................... 18,370 805.40 742.00 16,010 842.80 788.00 1,860 569.00 543.00 18,600 491.60 481.00

District of Columbia.... 10,300 712.60 672.50 8,560 760.00 723.00 1,450 481.80 453.00 14,500 470.60 470.00

Florida........................ 364,090 785.00 730.00 321,540 818.00 766.00 32,100 540.00 533.00 321,000 520.00 493.00

Georgia ...................... 191,450 752.80 706.00 164,730 794.00 745.00 19,800 502.60 479.00 198,000 487.40 456.00

Hawaii ........................ 17,320 791.60 738.00 14,630 838.20 794.00 2,310 529.60 524.00 23,100 589.00 565.00

Idaho.......................... 24,540 771.00 717.00 21,490 801.20 747.00 2,430 551.40 540.00 24,300 584.80 605.50

Illinois......................... 219,120 796.80 740.00 179,850 842.40 790.00 31,640 590.60 591.00 316,400 577.20 569.00

Indiana ....................... 134,560 783.20 724.00 112,660 823.60 766.00 17,230 578.60 588.00 172,300 566.60 568.00

Iowa ........................... 60,860 747.60 693.50 50,560 788.20 738.00 8,690 550.00 542.00 86,900 542.40 538.00

Kansas....................... 51,310 757.80 699.00 43,730 793.40 736.00 6,110 559.00 543.00 61,100 525.60 512.00

Kentucky .................... 152,810 759.80 700.00 130,230 805.40 748.00 15,940 477.40 442.00 159,400 543.40 532.50

Louisiana.................... 115,410 754.00 699.00 92,530 816.00 760.00 17,330 482.00 447.00 173,300 570.60 542.00

Maine ......................... 41,900 711.80 668.00 36,200 743.00 694.00 4,550 512.20 506.00 45,500 519.40 524.00

Maryland .................... 87,330 807.80 755.00 73,930 850.60 801.00 10,980 573.80 558.50 109,800 563.60 551.50

Massachusetts........... 150,630 767.40 714.00 128,510 805.60 747.00 18,260 550.40 549.00 182,600 519.00 496.00

Michigan..................... 232,460 830.40 775.00 192,100 878.60 833.00 32,050 603.40 618.00 320,500 590.60 574.00

Minnesota .................. 84,470 756.60 697.00 70,680 797.40 738.00 11,890 552.80 555.00 118,900 521.20 496.00

Mississippi.................. 106,050 713.80 670.00 90,150 759.00 708.00 11,270 444.80 417.00 112,700 486.20 458.00

Missouri...................... 151,380 759.80 704.00 130,300 796.80 740.00 15,800 533.60 516.00 158,000 525.80 499.50

Montana..................... 20,120 761.80 713.00 17,490 799.80 757.00 2,020 514.80 515.00 20,200 489.20 466.00

Nebraska.................... 31,450 735.80 672.00 26,730 772.00 706.00 3,920 538.00 523.00 39,200 493.80 485.00

Nevada....................... 37,120 847.80 802.50 34,000 872.80 828.50 2,050 599.40 602.00 20,500 530.00 473.00

New Hampshire ......... 27,330 782.00 732.00 23,600 815.40 767.00 3,080 576.20 565.50 30,800 541.00 544.00

New Jersey ................ 154,810 835.40 777.00 131,350 878.40 828.00 19,370 605.40 606.00 193,700 545.20 513.00

New Mexico ............... 38,460 742.60 693.00 33,290 782.60 732.00 4,070 469.60 438.00 40,700 540.20 522.00

New York.................... 414,420 814.00 750.00 345,880 862.20 809.00 56,230 579.80 579.00 562,300 533.40 514.00

North Carolina............ 230,650 748.00 710.00 200,240 788.60 748.00 22,550 496.20 478.00 225,500 434.20 415.50

North Dakota.............. 11,870 714.00 651.00 9,560 764.80 718.50 2,010 505.80 480.00 20,100 486.20 483.50

Ohio ........................... 245,720 767.80 708.00 201,160 810.80 758.00 35,560 568.00 566.50 355,600 597.00 605.00

Oklahoma................... 80,820 760.20 709.00 68,900 802.20 758.50 9,130 519.40 506.00 91,300 511.60 503.00

Oregon....................... 70,520 782.20 728.00 61,470 812.20 760.00 7,050 577.40 580.00 70,500 579.20 581.50

Pennsylvania.............. 277,740 785.20 729.00 229,190 830.80 782.00 39,130 570.00 576.00 391,300 571.60 575.50

Rhode Island.............. 27,870 764.60 706.00 23,990 797.00 741.00 3,260 565.40 580.00 32,600 556.60 558.00

South Carolina ........... 125,070 756.40 716.00 107,120 802.80 759.00 13,380 484.00 462.00 133,800 465.20 441.00

South Dakota ............. 14,820 702.80 655.00 12,260 742.20 688.00 2,180 509.40 498.50 21,800 539.00 540.00

Tennessee.................. 174,350 740.60 696.00 148,610 782.80 735.00 18,560 495.80 475.50 185,600 496.80 491.00

Texas.......................... 319,910 759.40 709.00 268,460 806.80 757.00 39,150 506.00 480.00 391,500 530.20 518.00

Utah ........................... 26,540 769.80 697.50 22,810 804.40 734.00 3,110 558.40 549.00 31,100 558.60 528.50

Vermont...................... 15,760 745.80 695.00 13,400 786.60 738.00 1,840 514.40 518.50 18,400 513.00 543.50

Virginia....................... 156,490 772.00 717.00 133,540 815.60 761.00 17,570 515.60 491.00 175,700 529.40 502.00

Washington ................ 108,860 792.80 736.00 94,700 822.80 769.00 11,200 593.20 599.00 112,000 591.20 593.50

West Virginia.............. 77,910 800.20 741.00 64,210 859.00 813.00 10,390 501.80 486.00 103,900 597.60 593.00

Wisconsin................... 103,860 767.20 710.15 85,830 807.40 758.00 15,570 581.00 585.00 155,700 543.80 526.00

Wyoming ................... 9,620 789.80 715.00 8,520 821.80 755.00 880 532.80 530.00 8,800 579.40 535.00

Outlying areas

American Samoa.... 1,270 615.60 589.00 1,240 615.80 592.50 10 389.00 389.00 100 719.00 719.00

Guam ..................... 920 658.60 628.00 820 696.00 655.50 90 343.00 351.00 900 430.00 430.00

Northern Mariana

Islands .............. 160 418.20 292.00 110 449.00 296.00 50 350.40 222.00 500 . . . . . .

Puerto Rico ............ 154,910 634.40 610.60 127,480 693.60 649.00 22,580 342.40 326.00 225,800 436.20 410.00

Virgin Islands.......... 1,600 727.60 668.00 1,230 806.00 760.00 310 445.00 385.00 3,100 581.80 578.00

Foreign countries ....... 17,360 602.80 569.50 11,540 701.20 672.00 4,980 384.60 355.50 49,800 542.40 532.00
5.K OASDI Current-Pay Benefits: Direct Deposit

246 Social Security Bulletin • Annual Statistical Supplement • 2002

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 direct deposit status and 

state or other area, December 2001

State or area

All beneficiaries Using direct deposit Not using direct deposit

Number

Average

monthly benefit

(dollars) Number Percent

Average

monthly benefit

(dollars) Number Percent

Average

monthly benefit

(dollars)

All areas........................... 45,874,040 795.70 36,469,600 79.5 828.10 9,404,440 20.5 670.20

Alabama..................................... 841,730 737.30 620,950 73.8 781.10 220,780 26.2 614.10

Alaska ........................................ 56,940 747.50 44,530 78.2 779.20 12,410 21.8 634.00

Arizona....................................... 813,180 813.90 713,870 87.8 840.00 99,310 12.2 626.20

Arkansas.................................... 520,680 723.50 391,460 75.2 761.50 129,220 24.8 608.50

California.................................... 4,247,470 806.70 3,616,150 85.1 827.20 631,320 14.9 689.50

Colorado .................................... 542,210 781.90 451,790 83.3 804.10 90,420 16.7 670.80

Connecticut................................ 580,180 887.30 454,540 78.3 915.20 125,640 21.7 786.20

Delaware.................................... 137,170 841.60 115,900 84.5 867.50 21,270 15.5 700.20

District of Columbia.................... 73,390 693.30 54,350 74.1 720.10 19,040 25.9 616.60

Florida........................................ 3,235,390 806.10 2,863,620 88.5 827.80 371,770 11.5 639.30

Georgia ...................................... 1,125,190 759.90 844,570 75.1 803.00 280,620 24.9 630.20

Hawaii ........................................ 188,920 801.50 162,180 85.8 819.30 26,740 14.2 693.70

Idaho ......................................... 199,640 782.40 171,970 86.1 802.40 27,670 13.9 658.30

Illinois......................................... 1,845,500 841.50 1,471,970 79.8 867.10 373,530 20.2 740.50

Indiana ...................................... 1,000,050 835.00 782,930 78.3 864.80 217,120 21.7 727.60

Iowa ........................................... 541,280 803.90 462,730 85.5 822.60 78,550 14.5 693.40

Kansas....................................... 440,620 820.90 366,500 83.2 842.30 74,120 16.8 715.20

Kentucky .................................... 746,330 730.40 528,620 70.8 776.20 217,710 29.2 619.30

Louisiana.................................... 716,220 715.50 480,370 67.1 768.40 235,850 32.9 607.70

Maine ........................................ 253,810 732.10 196,940 77.6 764.90 56,870 22.4 618.40

Maryland .................................... 733,940 814.70 581,530 79.2 838.60 152,410 20.8 723.80

Massachusetts........................... 1,061,920 810.80 840,010 79.1 836.80 221,910 20.9 712.60

Michigan..................................... 1,658,480 854.60 1,350,120 81.4 881.20 308,360 18.6 738.20

Minnesota .................................. 746,100 802.10 622,970 83.5 825.00 123,130 16.5 686.30

Mississippi.................................. 523,460 695.60 394,150 75.3 738.00 129,310 24.7 566.50

Missouri...................................... 1,012,790 784.40 801,040 79.1 812.50 211,750 20.9 677.80

Montana..................................... 159,180 770.90 133,560 83.9 791.50 25,620 16.1 663.80

Nebraska.................................... 285,900 789.20 242,520 84.8 809.40 43,380 15.2 675.90

Nevada....................................... 299,910 825.60 254,070 84.7 845.10 45,840 15.3 717.30

New Hampshire ......................... 204,140 823.60 169,310 82.9 844.60 34,830 17.1 721.20

New Jersey ................................ 1,355,570 894.00 1,081,430 79.8 917.20 274,140 20.2 802.30

New Mexico ............................... 285,250 726.70 226,140 79.3 769.80 59,110 20.7 561.70

New York.................................... 3,014,910 848.50 2,368,920 78.6 877.70 645,990 21.4 741.40

North Carolina............................ 1,373,880 769.40 1,031,540 75.1 814.70 342,340 24.9 632.80

North Dakota.............................. 114,380 746.20 93,030 81.3 770.90 21,350 18.7 638.90

Ohio ........................................... 1,921,920 810.60 1,462,690 76.1 839.40 459,230 23.9 718.80

Oklahoma................................... 597,270 763.80 474,630 79.5 794.50 122,640 20.5 645.00

Oregon....................................... 577,570 818.60 515,020 89.2 833.50 62,550 10.8 696.20

Pennsylvania.............................. 2,365,850 830.40 1,866,420 78.9 854.30 499,430 21.1 741.00

Rhode Island.............................. 191,520 810.60 150,260 78.5 840.20 41,260 21.5 702.80

South Carolina ........................... 703,930 763.30 530,910 75.4 809.70 173,020 24.6 620.80

South Dakota ............................. 136,560 732.10 114,460 83.8 756.60 22,100 16.2 605.40

Tennessee.................................. 1,010,900 756.50 757,980 75.0 798.10 252,920 25.0 631.70

Texas ......................................... 2,672,950 765.60 2,047,360 76.6 807.60 625,590 23.4 628.30

Utah ........................................... 246,330 796.80 210,910 85.6 818.30 35,420 14.4 669.10

Vermont...................................... 105,330 781.70 85,780 81.4 806.00 19,550 18.6 674.80

Virginia....................................... 1,053,340 778.30 804,950 76.4 813.20 248,390 23.6 665.20

Washington ................................ 858,510 837.30 759,810 88.5 855.90 98,700 11.5 694.00

West Virginia.............................. 394,510 769.80 254,580 64.5 814.70 139,930 35.5 688.10

Wisconsin................................... 905,450 828.40 756,940 83.6 849.70 148,510 16.4 719.90

Wyoming.................................... 78,420 802.20 66,270 84.5 821.10 12,150 15.5 698.80

Outlying areas

Puerto Rico ............................ 677,130 513.20 352,910 52.1 595.70 324,220 47.9 423.40

Other a ...................................

a. Includes American Samoa, Guam, Northern Mariana Islands, Virgin Islands, and foreign countries.

 440,840 489.90 271,440 61.6 495.00 169,400 38.4 481.90
5.L OASDI Current-Pay Benefits: With Representative Payee

Social Security Bulletin • Annual Statistical Supplement • 2002 247

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 and percentage of beneficiaries with representative payee, by type of beneficiary and age, 

December 2001

Type of beneficiary and age All beneficiaries

Beneficiaries with

 representative payee

Number

Percentage of

all beneficiaries

Total ............................................................................................................. 45,874,040 4,809,760 10.5

Adult beneficiaries a ..............................................................................................

a. Includes 30 special age-72 beneficiaries.

42,876,590 1,814,600 4.2

Retired workers................................................................................................. 28,841,820 427,420 1.5

Under 65........................................................................................................ 2,570,130 5,170 0.2

65–74............................................................................................................. 14,045,270 128,700 0.9

75–84............................................................................................................. 9,223,690 144,850 1.6

85 or older ..................................................................................................... 3,002,730 148,700 5.0

Disabled workers............................................................................................... 5,265,190 628,180 11.9

Under 35........................................................................................................ 358,960 100,350 28.0

35–44............................................................................................................. 958,750 168,180 17.5

45–54............................................................................................................. 1,675,560 199,910 11.9

55 or older ..................................................................................................... 2,271,920 159,740 7.0

Wives and husbands......................................................................................... 2,895,150 21,360 0.7

Under 65........................................................................................................ 481,310 2,720 0.6

65–74............................................................................................................. 1,474,230 8,350 0.6

75–84............................................................................................................. 823,750 7,580 0.9

85 or older ..................................................................................................... 115,860 2,710 2.3

Widow(er)s b......................................................................................................

b. Includes nondisabled widow(er)s, widowed mothers and fathers, and parents.

4,822,500 138,090 2.9

Under 65........................................................................................................ 647,470 2,730 0.4

65–74............................................................................................................. 1,455,220 22,080 1.5

75–84............................................................................................................. 1,745,760 47,370 2.7

85 or older ..................................................................................................... 974,050 65,910 6.8

Disabled widow(er)s.......................................................................................... 202,020 13,870 6.9

Under 55........................................................................................................ 27,570 2,150 7.8

55–64............................................................................................................. 174,450 11,720 6.7

Disabled adult children...................................................................................... 741,870 582,540 78.5

Under 35........................................................................................................ 209,050 148,540 71.1

35–44............................................................................................................. 211,620 166,960 78.9

45–54............................................................................................................. 167,020 137,770 82.5

55 or older ..................................................................................................... 154,180 129,270 83.8

Students, aged 18–19 ....................................................................................... 108,010 3,120 2.9

Children under age 18 .......................................................................................... 2,997,450 2,995,160 99.9

In custody of parent payee................................................................................ 2,690,600 2,690,600 100.0

Not in custody of parent payee.......................................................................... 306,850 304,560 99.3
5.M OASDI Current-Pay Benefits: International Agreements 

248 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. 

CONTACT: Dana Nichele 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 1983–2001, 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

Austria ......................................................... 712 530 52 82 32 16

Belgium ....................................................... 524 381 6 93 37 7

Canada........................................................ 36,695 22,448 1,503 8,050 4,207 487

Finland ........................................................ 154 111 b

 b. Not shown to avoid disclosure of information regarding particular individuals.

 23 b b

France ......................................................... 3,084 2,220 37 560 198 69

Germany ..................................................... 13,334 10,176 587 1,672 715 184

Greece ........................................................ 1,808 1,217 78 374 95 44

Ireland ......................................................... 970 704 30 155 61 20

Italy.............................................................. 7,247 4,657 104 1,379 1,005 102

Luxembourg ................................................ 29 17 b 5 b b

Netherlands................................................. 1,678 1,190 9 361 92 26

Norway........................................................ 2,939 1,900 88 603 312 36

Portugal....................................................... 1,619 1,080 87 261 157 34

Spain ........................................................... 1,682 1,033 60 380 166 43

Sweden ....................................................... 1,175 872 25 214 44 20

Switzerland.................................................. 2,840 2,102 24 552 122 40

United Kingdom........................................... 12,280 9,075 160 2,249 665 131

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

Austria ......................................................... 199.88 225.39 217.06 63.20 165.22 68.88

Belgium ....................................................... 164.26 190.35 377.33 57.22 150.95 54.57

Canada........................................................ 135.66 154.70 330.97 57.09 120.16 88.33

Finland ........................................................ 159.67 168.92 b 61.26 b b

France ......................................................... 170.59 198.64 369.49 65.56 152.11 67.10

Germany ..................................................... 211.44 236.68 324.00 63.36 140.91 76.21

Greece ........................................................ 138.21 148.06 382.53 62.04 133.06 91.14

Ireland ......................................................... 185.95 201.45 496.77 74.50 173.41 75.75

Italy.............................................................. 147.51 174.74 422.08 58.90 120.80 85.47

Luxembourg ................................................ 195.31 225.12 b 55.00 b b

Netherlands................................................. 158.24 184.71 692.33 66.11 147.55 78.65

Norway........................................................ 158.29 176.11 398.56 67.96 163.93 94.78

Portugal....................................................... 150.65 161.29 327.03 63.61 134.87 102.26

Spain ........................................................... 139.25 157.53 338.53 57.97 147.92 107.12

Sweden ....................................................... 149.76 166.03 324.80 64.56 169.00 90.85

Switzerland.................................................. 152.35 175.12 416.46 61.44 142.70 81.55

United Kingdom........................................... 202.48 237.11 359.41 69.10 168.75 72.97
6.A OASDI Benefits Awarded: Summary

Social Security Bulletin • Annual Statistical Supplement • 2002 249

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, 1940–2001

Year Total

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

All benefits ....... 181,274,076 74,546,196 19,073,002 17,561,823 3,649,243 6,903,917 20,323,712 13,790,650 4,702,522 19,341,835 113,751 1,267,425

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
6.A OASDI Benefits Awarded: Summary

250 Social Security Bulletin • Annual Statistical Supplement • 2002

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 sex, selected years 1940–2001 (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

(dollars) Average monthly benefit (dollars)

Retired workers Retired workers Disabled workers Nondisabled

Total Men Women Total Men Women Total 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
6.A OASDI Benefits Awarded

Social Security Bulletin • Annual Statistical Supplement • 2002 251

Table 6.A3—Number and average monthly benefit, by type of benefit, race, age, and sex, 2001

Age and type of benefit

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)

All retired workers c

Total .......................................................... 1,786,300 889.80 1,452,500 924.10 170,500 790.70 155,600 681.50

62–64................................................................. 1,206,200 847.10 1,006,000 875.00 106,200 767.10 91,000 631.60

65–69................................................................. 545,200 987.00 423,800 1,040.90 62,200 831.60 54,600 759.80

70 or older.......................................................... 34,900 848.30 22,700 917.10 2,100 774.60 10,000 708.70

Men

Subtotal ...................................................... 991,500 1,042.20 818,200 1,090.10 88,100 870.40 80,100 749.00

62–64................................................................. 650,000 1,006.40 543,500 1,050.60 56,800 831.70 47,600 711.50

65–69................................................................. 332,200 1,119.60 268,100 1,175.40 30,600 944.70 30,500 827.00

70 or older.......................................................... 9,300 780.70 6,600 881.50 700 767.20 2,000 452.70

Women

Subtotal ...................................................... 794,800 699.70 634,300 709.90 82,400 705.50 75,500 609.90

62–64................................................................. 556,200 660.90 462,500 668.60 49,400 692.70 43,400 543.90

65–69................................................................. 213,000 780.20 155,700 809.50 31,600 722.10 24,100 674.80

70 or older.......................................................... 25,600 872.80 16,100 931.70 1,400 778.20 8,000 772.80

All disabled workers

Total .......................................................... 669,300 873.30 460,700 927.70 111,800 778.50 95,500 720.50

Under 30 ............................................................ 51,500 504.40 29,900 518.30 11,800 480.40 9,800 490.80

30–39................................................................. 90,600 717.10 53,800 753.50 18,100 677.00 18,600 650.40

40–49................................................................. 159,700 841.40 105,600 881.30 29,400 787.00 24,600 735.60

50–54................................................................. 119,600 938.30 83,800 978.50 19,100 877.00 16,600 808.80

55–59................................................................. 143,800 998.00 106,800 1,048.80 19,900 876.80 16,400 814.90

60 or older.......................................................... 104,100 993.80 80,800 1,043.40 13,500 872.40 9,500 738.70

Men

Subtotal ...................................................... 364,500 994.50 252,900 1,070.60 57,400 841.30 53,200 798.50

Under 30 ............................................................ 27,400 503.30 15,000 514.30 6,600 466.90 5,800 516.40

30–39................................................................. 48,000 754.20 27,000 790.70 10,300 717.40 10,700 697.60

40–49................................................................. 80,700 928.90 53,200 980.40 14,500 855.30 12,900 801.30

50–54................................................................. 63,300 1,081.90 44,600 1,144.00 10,000 937.10 8,700 929.40

55–59................................................................. 82,400 1,165.00 62,500 1,226.30 9,800 991.60 9,500 955.60

60 or older.......................................................... 62,700 1,165.30 50,600 1,222.40 6,200 1,020.50 5,600 807.00

Women

Subtotal ...................................................... 304,800 728.40 207,800 753.90 54,400 712.30 42,300 622.50

Under 30 ............................................................ 24,100 505.60 14,900 522.30 5,200 497.50 4,000 453.80

30–39................................................................. 42,600 675.20 26,800 716.10 7,800 623.70 7,900 586.40

40–49................................................................. 79,000 751.90 52,400 780.70 14,900 720.50 11,700 663.30

50–54................................................................. 56,300 777.00 39,200 790.10 9,100 810.90 7,900 676.00

55–59................................................................. 61,400 773.80 44,300 798.30 10,100 765.50 6,900 621.20

60 or older.......................................................... 41,400 734.20 30,200 743.30 7,300 746.50 3,900 640.50

All wives

Total .......................................................... 227,800 401.20 187,400 426.10 17,200 324.60 21,400 256.00

Wives of retired workers

Subtotal ...................................................... 192,100 429.60 161,100 452.50 13,700 345.80 16,000 283.40

 Entitlement based on care of children............... 13,900 378.80 10,300 409.90 1,700 333.30 1,600 246.40

 Entitlement based on age ................................. 178,200 433.50 150,800 455.40 12,000 347.60 14,400 287.50

 62–64................................................................ 129,300 417.50 110,800 436.00 8,200 329.30 9,600 292.00

 65–69................................................................ 42,500 476.60 34,900 511.50 3,000 363.30 4,300 284.50

 70 or older......................................................... 6,400 471.00 5,100 494.10 800 476.10 500 226.70

Wives of disabled workers

Subtotal ...................................................... 35,700 248.60 26,300 264.30 3,500 241.30 5,400 174.80

 Entitlement based on care of children............... 14,900 166.00 9,700 189.60 1,600 146.20 3,600 111.10

 Entitlement based on age ................................. 20,800 307.70 16,600 307.90 1,900 321.40 1,800 302.20

All husbands

Total .......................................................... 9,900 247.00 5,600 233.30 1,200 250.20 3,000 267.90

Husbands of retired workers.............................. 8,300 247.90 4,900 1,226.30 700 298.60 2,700 255.40

Husbands of disabled workers........................... 1,600 242.30 700 210.30 500 182.50 300 d

See footnotes at end of table.
6.A OASDI Benefits Awarded

252 Social Security Bulletin • Annual Statistical Supplement • 2002

Children

Total .......................................................... 756,300 . . . 470,700 . . . 158,600 . . . 109,600 . . .

Children of retired workers................................. 112,700 404.60 73,500 437.10 25,200 369.20 12,400 289.20

Children of deceased workers ........................... 292,000 614.50 182,700 672.90 55,800 525.90 39,200 470.30

Children of disabled workers.............................. 351,600 232.80 214,500 260.60 77,600 200.00 58,000 174.00

Under age 18 ..................................................... 520,300 368.10 307,700 412.80 110,700 303.20 88,200 265.60

Disabled, aged 18 or older................................. 37,700 436.90 27,400 455.30 6,800 415.50 3,300 341.90

Students, aged 18–19........................................ 198,300 498.80 135,600 527.10 41,100 432.60 18,100 417.80

Widowed mothers and fathers

Total .......................................................... 40,500 648.20 26,700 714.20 4,900 564.20 7,100 464.10

Under 30 ............................................................ 5,100 537.40 3,000 614.90 1,000 412.80 900 465.80

30–39................................................................. 12,900 606.60 9,100 653.60 1,200 459.40 2,000 487.80

40–49................................................................. 16,700 692.40 11,000 771.80 1,900 625.20 2,900 438.60

50–59................................................................. 5,500 712.70 3,300 783.30 800 765.70 1,300 483.40

60 or older.......................................................... 300 d 300 d . . . . . . . . . . . .

Widowed mothers .............................................. 37,400 649.00 24,500 724.60 4,600 566.30 6,700 450.90

Widowed fathers ................................................ 3,100 638.30 2,200 598.80 300 d 400 d

Nondisabled widows and widowers

Total .......................................................... 329,700 886.60 278,200 917.80 31,100 687.10 13,700 670.00

60–64................................................................. 146,600 820.60 121,800 851.70 16,900 689.10 7,200 625.50

65–69................................................................. 57,800 864.90 46,600 902.80 7,400 669.00 3,100 758.10

70–74................................................................. 35,200 930.60 31,000 963.00 2,800 708.00 1,100 601.20

75 or older.......................................................... 90,100 990.70 78,800 1,011.10 4,000 697.60 2,300 723.40

Widows .............................................................. 313,400 903.40 265,300 933.70 29,400 697.60 12,200 699.40

Widowers ........................................................... 16,300 563.60 12,900 590.00 1,700 505.70 1,500 431.10

Disabled widows and widowers

Total .......................................................... 26,400 543.90 17,400 592.00 6,100 408.90 2,800 519.80

50–54................................................................. 10,400 547.80 6,000 583.10 3,000 463.20 1,400 577.90

55–59................................................................. 14,300 555.30 10,700 595.90 2,400 385.60 1,100 481.40

60 or older.......................................................... 1,700 424.60 700 608.10 700 256.20 300 d

Widows .............................................................. 25,100 552.60 16,500 604.70 5,800 409.50 2,700 521.60

Widowers ........................................................... 1,300 375.90 900 359.20 300 d 100 d

a. Includes 7,700 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.

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.

Table 6.A3—Number and average monthly benefit, by type of benefit, race, age, and sex, 2001—Continued

Age and type of benefit

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

 Social Security Bulletin • Annual Statistical Supplement • 2002 253

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

Table 6.A4—Number and average monthly benefit for retired and disabled workers, by age and sex, 2001 

Type of benefit and age 

in month of award

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 b .............................................

 b. Includes conversions from nondisabled widow(er)’s benefits to higher retired-worker benefits.

1,786,300 882.60 991,500 1,033.70 794,800 694.00

62–64.......................................................................... 1,206,200 840.10 650,000 998.20 556,200 655.50

62 ............................................................................ 871,900 802.00 463,900 960.00 408,000 622.30

63 ............................................................................ 122,700 882.40 66,100 1,040.20 56,600 698.00

64 ............................................................................ 211,600 972.90 120,000 1,122.50 91,600 776.90

65–69.......................................................................... 545,200 979.10 332,200 1,110.60 213,000 774.00

65 ............................................................................ 493,300 989.30 304,800 1,123.90 188,500 771.70

Disability conversions.......................................... 212,300 887.10 125,800 1,024.20 86,500 687.70

New entitlements................................................. 281,000 1,066.50 179,000 1,193.90 102,000 843.00

66 ............................................................................ 20,500 852.00 11,800 917.00 8,700 764.00

67 ............................................................................ 12,000 826.50 6,500 885.30 5,500 757.00

68 ............................................................................ 11,400 937.60 5,500 1,008.10 5,900 871.90

69 ............................................................................ 8,000 964.90 3,600 1,189.20 4,400 781.40

70–74.......................................................................... 28,000 899.30 7,300 840.10 20,700 920.10

75 or older................................................................... 6,900 606.40 2,000 533.20 4,900 636.30

Disabled workers ............................................. 669,300 866.40 364,500 986.70 304,800 722.60

Under 25 ..................................................................... 24,200 417.40 12,500 407.90 11,700 427.60

25–29.......................................................................... 27,300 574.10 14,900 576.10 12,400 571.70

30–34.......................................................................... 36,300 669.70 18,300 689.30 18,000 649.70

35–39.......................................................................... 54,300 739.30 29,700 784.70 24,600 684.60

40–44.......................................................................... 73,100 807.40 36,200 876.70 36,900 739.30

45–49.......................................................................... 86,600 857.70 44,500 957.80 42,100 751.90

50–54.......................................................................... 119,600 931.00 63,300 1,073.40 56,300 770.80

50 ............................................................................ 22,200 895.90 11,900 968.30 10,300 812.30

51 ............................................................................ 23,800 861.80 11,600 1,017.40 12,200 713.80

52 ............................................................................ 21,300 953.30 11,900 1,139.10 9,400 718.00

53 ............................................................................ 24,200 982.40 13,000 1,116.70 11,200 826.60

54 ............................................................................ 28,100 956.00 14,900 1,110.90 13,200 781.30

55–59.......................................................................... 143,800 990.10 82,400 1,155.80 61,400 767.80

55 ............................................................................ 27,500 1,005.10 17,400 1,129.20 10,100 791.40

56 ............................................................................ 22,700 934.90 12,700 1,089.60 10,000 738.50

57 ............................................................................ 30,800 1,003.40 17,600 1,158.00 13,200 797.20

58 ............................................................................ 31,500 1,001.60 17,300 1,208.30 14,200 749.70

59 ............................................................................ 31,300 992.50 17,400 1,176.40 13,900 762.20

60–64.......................................................................... 104,100 986.00 62,700 1,156.20 41,400 728.30

60 ............................................................................ 27,800 991.70 16,800 1,150.70 11,000 749.00

61 ............................................................................ 28,800 961.70 16,600 1,162.90 12,200 687.90

62 ............................................................................ 24,300 1,033.20 15,700 1,179.40 8,600 766.20

63 ............................................................................ 13,400 1,007.30 8,600 1,165.10 4,800 724.70

64 c .........................................................................

 c. Includes 700 beneficiaries with awards processed after attainment of age 65.

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

9,800 895.10 5,000 1,063.70 4,800 719.60
6.A OASDI Benefits Awarded: Summary

254 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Rona Blumenthal (410) 965-0163 or Joseph Bondar (410) 965-0162.

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

age, 2001

Type of benefit and age

in month of award

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)

All retired workers............................................................ 1,241,700 841.30 669,000 998.80 572,700 657.40

62.............................................................................................. 871,900 802.00 463,900 960.00 408,000 622.30

63.............................................................................................. 122,700 882.40 66,100 1,040.20 56,600 698.00

64.............................................................................................. 199,000 971.60 112,000 1,122.90 87,000 776.80

65.............................................................................................. 43,500 925.40 26,400 1,060.10 17,100 717.40

66 or older................................................................................. 4,600 771.00 600 533.30 4,000 806.60

All disabled workers......................................................... 26,900 956.60 16,200 1,095.30 10,700 746.70

62.............................................................................................. 10,000 968.80 6,300 1,081.80 3,700 776.40

63.............................................................................................. 9,300 978.40 5,700 1,123.90 3,600 747.90

64 b ...........................................................................................

b. Includes 600 beneficiaries with awards processed after attainment of age 65.

7,600 913.90 4,200 1,076.50 3,400 713.00

All wives and husbands ................................................... 160,200 391.30 3,400 230.00 156,800 394.80

Wives and husbands of retired workers .............................. 141,100 405.60 3,000 234.40 138,100 409.40

Wives and husbands of disabled workers........................... 19,100 285.80 400 196.80 18,700 287.70

Wives................................................................................... 156,800 394.80 . . . . . . 156,800 394.80

62.............................................................................................. 105,600 379.70 . . . . . . 105,600 379.70

63.............................................................................................. 22,000 447.40 . . . . . . 22,000 447.40

64.............................................................................................. 19,300 443.90 . . . . . . 19,300 443.90

65.............................................................................................. 5,700 371.70 . . . . . . 5,700 371.70

66.............................................................................................. 1,400 263.60 . . . . . . 1,400 263.60

67 or older................................................................................. 2,800 326.10 . . . . . . 2,800 326.10

Husbands ............................................................................ 3,400 230.00 3,400 230.00 . . . . . .

All nondisabled widow(er)s.............................................. 166,500 797.50 11,600 592.70 154,900 812.80

Nondisabled widows............................................................ 154,900 812.80 . . . . . . 154,900 812.80

60.............................................................................................. 67,200 803.10 . . . . . . 67,200 803.10

61.............................................................................................. 23,300 852.00 . . . . . . 23,300 852.00

62.............................................................................................. 15,000 878.20 . . . . . . 15,000 878.20

63.............................................................................................. 13,100 848.80 . . . . . . 13,100 848.80

64.............................................................................................. 15,200 886.60 . . . . . . 15,200 886.60

65.............................................................................................. 14,300 655.80 . . . . . . 14,300 655.80

66.............................................................................................. 300 799.90 . . . . . . 300 799.90

67–69........................................................................................ 1,800 786.60 . . . . . . 1,800 786.60

70 or older................................................................................. 4,700 698.70 . . . . . . 4,700 698.70

Nondisabled widowers ........................................................ 11,600 592.70 11,600 592.70 . . . . . .
6.A OASDI Benefits Awarded

 Social Security Bulletin • Annual Statistical Supplement • 2002 255

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, 2001

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.

1,777,811 100.0 878.00 690,503 100.0 870.60

Alabama................................................................... 30,383 1.7 848.70 18,422 2.7 840.70

Alaska ...................................................................... 2,935 0.2 844.00 1,147 0.2 887.00

Arizona..................................................................... 31,699 1.8 890.50 12,773 1.8 890.80

Arkansas.................................................................. 19,088 1.1 823.30 10,475 1.5 827.70

California.................................................................. 176,115 9.9 867.50 60,015 8.7 842.50

Colorado .................................................................. 22,888 1.3 863.10 7,144 1.0 891.50

Connecticut.............................................................. 21,803 1.2 960.20 7,571 1.1 937.40

Delaware.................................................................. 5,373 0.3 938.30 2,214 0.3 899.10

District of Columbia.................................................. 3,215 0.2 763.70 1,003 0.1 807.60

Florida...................................................................... 117,862 6.6 850.70 40,223 5.8 853.60

Georgia .................................................................... 47,258 2.7 863.20 20,690 3.0 862.80

Hawaii ...................................................................... 7,808 0.4 867.90 2,221 0.3 910.70

Idaho........................................................................ 8,135 0.5 858.40 2,825 0.4 844.90

Illinois....................................................................... 73,763 4.1 908.70 24,594 3.6 910.50

Indiana ..................................................................... 39,834 2.2 935.10 13,961 2.0 909.40

Iowa ......................................................................... 19,901 1.1 889.50 6,794 1.0 836.40

Kansas..................................................................... 16,157 0.9 895.70 5,670 0.8 855.40

Kentucky .................................................................. 25,759 1.4 836.40 15,164 2.2 829.60

Louisiana.................................................................. 24,209 1.4 809.40 12,453 1.8 835.70

Maine ....................................................................... 9,126 0.5 807.20 4,102 0.6 793.70

Maryland .................................................................. 31,690 1.8 893.50 10,955 1.6 915.10

Massachusetts......................................................... 37,747 2.1 888.80 15,042 2.2 876.00

Michigan................................................................... 62,856 3.5 968.00 26,334 3.8 935.60

Minnesota ................................................................ 30,182 1.7 909.50 10,005 1.4 871.40

Mississippi................................................................ 18,418 1.0 813.90 11,331 1.6 807.80

Missouri.................................................................... 37,846 2.1 870.60 17,204 2.5 863.90

Montana................................................................... 6,396 0.4 826.60 2,093 0.3 835.90

Nebraska.................................................................. 10,577 0.6 870.20 3,754 0.5 823.20

Nevada..................................................................... 14,717 0.8 874.60 5,264 0.8 915.60

New Hampshire ....................................................... 8,365 0.5 921.90 3,309 0.5 876.00

New Jersey .............................................................. 54,880 3.1 964.50 17,796 2.6 982.10

New Mexico ............................................................. 10,982 0.6 815.30 4,232 0.6 823.50

New York.................................................................. 119,535 6.7 922.60 46,119 6.7 924.30

North Carolina.......................................................... 55,890 3.1 873.60 25,181 3.6 856.70

North Dakota............................................................ 3,846 0.2 822.90 1,121 0.2 824.30

Ohio ......................................................................... 70,278 4.0 896.60 25,059 3.6 867.50

Oklahoma................................................................. 22,972 1.3 840.80 9,567 1.4 849.00

Oregon..................................................................... 22,772 1.3 888.90 8,147 1.2 885.50

Pennsylvania............................................................ 83,205 4.7 916.30 34,348 5.0 873.80

Rhode Island............................................................ 6,368 0.4 879.40 2,949 0.4 813.90

South Carolina ......................................................... 28,109 1.6 864.00 13,482 2.0 859.80

South Dakota ........................................................... 4,869 0.3 811.40 1,461 0.2 802.30

Tennessee................................................................ 39,569 2.2 860.40 17,089 2.5 842.60

Texas........................................................................ 108,203 6.1 851.50 39,998 5.8 854.20

Utah ......................................................................... 10,190 0.6 883.40 3,030 0.4 872.00

Vermont.................................................................... 4,046 0.2 885.30 1,643 0.2 815.90

Virginia..................................................................... 43,872 2.5 878.70 17,175 2.5 885.70

Washington .............................................................. 34,887 2.0 918.00 13,434 1.9 899.00

West Virginia............................................................ 12,751 0.7 875.70 8,304 1.2 889.50

Wisconsin................................................................. 35,732 2.0 920.70 11,481 1.7 886.90

Wyoming.................................................................. 3,296 0.2 876.70 993 0.1 867.60

Outlying areas

Puerto Rico .......................................................... 22,380 1.3 605.20 11,617 1.7 737.50

Other c ..................................................................

c. Includes American Samoa, Guam, Northern Mariana Islands, Virgin Islands, and foreign countries.

17,074 1.0 477.80 1,525 0.2 662.60
6.B OASDI Benefits Awarded: Retired Workers 

256 Social Security Bulletin • Annual Statistical Supplement • 2002

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 age and sex, 2001

Age in month of award

and sex

All initial

awards a

 a. Includes 5,800 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 2001 or the month before the retired-worker benefit is terminated.

Benefits withheld due to earnings

All entitlement

months

One-half or more of

entitlement months

Less than one-half of

entitlement months

Number 

All beneficiaries

Total......................................................... 1,176,600 1,074,000 13,600 61,300 25,100

62.................................................................... 856,900 797,600 9,700 29,700 14,800

63.................................................................... 118,600 102,700 2,400 7,400 4,100

64.................................................................... 201,100 173,700 1,500 24,200 6,200

Men

Subtotal ....................................................... 630,200 570,900 8,500 37,400 13,400

62.................................................................... 454,700 419,100 5,900 17,300 7,700

63.................................................................... 62,900 53,300 1,700 4,100 2,100

64.................................................................... 112,600 98,500 900 16,000 3,600

Women

Subtotal ....................................................... 546,400 503,100 5,100 23,900 11,700

62.................................................................... 402,200 378,500 3,800 12,400 7,100

63.................................................................... 55,700 49,400 700 3,300 2,000

64.................................................................... 88,500 75,200 600 8,200 2,600

Average primary insurance amount c (dollars)

 c. Amount for December 2001 or the amount for the latest month of entitlement multiplied by the December benefit increase. 

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: Excludes persons whose benefits were coverted from disabled worker to retired worker in 2001. 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.

All beneficiaries

Total......................................................... 976.20 970.10 1,066.30 1,083.20 1,058.30

62.................................................................... 974.50 972.40 1,048.80 1,034.50 1,013.80

63.................................................................... 988.60 973.90 1,154.50 998.60 1,035.20

64.................................................................... 939.20 895.70 947.20 1,099.10 1,076.10

Men

Subtotal ....................................................... 1,199.60 1,194.50 1,207.90 1,239.20 1,249.50

62.................................................................... 1,229.00 1,228.90 1,196.80 1,231.50 1,232.70

63.................................................................... 1,116.70 1,106.10 1,216.60 1,122.80 1,245.20

64.................................................................... 1,103.90 1,062.60 1,106.00 1,230.50 1,218.00

Women

Subtotal ....................................................... 739.10 736.90 848.70 801.60 792.60

62.................................................................... 738.30 738.70 829.50 767.50 787.40

63.................................................................... 759.20 753.10 972.10 784.60 741.50

64.................................................................... 740.80 693.40 734.50 870.10 892.60

Average monthly benefit c (dollars)

All beneficiaries

Total......................................................... 838.30 834.80 896.60 946.00 919.20

62.................................................................... 799.40 796.20 862.20 841.50 834.10

63.................................................................... 879.90 868.10 1,022.10 886.70 929.50

64.................................................................... 955.20 905.90 955.80 1,094.60 1,053.00

Men

Subtotal ....................................................... 988.10 974.60 991.30 1,083.20 1,060.20

62.................................................................... 958.70 955.10 964.50 975.10 973.70

63.................................................................... 1,038.60 994.30 1,082.10 1,001.30 1,147.30

64.................................................................... 1,120.20 1,046.80 1,063.90 1,207.90 1,184.10

Women

Subtotal ....................................................... 653.00 647.90 704.50 728.70 697.60

62.................................................................... 621.10 620.20 671.10 622.40 635.50

63.................................................................... 688.40 672.80 850.60 700.30 688.20

64.................................................................... 774.80 763.10 698.60 882.10 877.20
6.B OASDI Benefits Awarded: Retired Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 257

Table 6.B3—Number and percentage distribution with and without reduction for early retirement, by monthly 

benefit and sex, 2001

Monthly benefit a (dollars)

and sex 

a. Benefits awarded before the December increase are converted to the December rates before computation of the percentages.

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: Benefits not necessarily payable at time of award.

CONTACT: Diane Wallace (410) 965-0165 or Barbara Lingg (410) 965-0156.

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All....................................................................... 1,786,300 100.0 544,600 100.0 1,241,700 100.0

Less than 450.00 ........................................................ 220,100 12.3 51,500 9.5 168,600 13.6

450.00–499.90............................................................ 71,500 4.0 13,900 2.6 57,600 4.6

500.00–549.90............................................................ 95,300 5.3 19,400 3.6 75,900 6.1

550.00–599.90............................................................ 93,200 5.2 18,300 3.4 74,900 6.0

600.00–649.90............................................................ 89,800 5.0 24,800 4.6 65,000 5.2

650.00–699.90............................................................ 80,300 4.5 24,700 4.5 55,600 4.5

700.00–749.90............................................................ 70,400 3.9 20,400 3.7 50,000 4.0

750.00–799.90............................................................ 73,700 4.1 22,800 4.2 50,900 4.1

800.00–849.90............................................................ 68,900 3.9 22,000 4.0 46,900 3.8

850.00–899.90............................................................ 63,300 3.5 21,700 4.0 41,600 3.4

900.00–949.90............................................................ 65,700 3.7 20,200 3.7 45,500 3.7

950.00–999.90............................................................ 66,500 3.7 19,400 3.6 47,100 3.8

1,000.00–1,049.90...................................................... 61,300 3.4 21,500 3.9 39,800 3.2

1,050.00–1,099.90...................................................... 61,400 3.4 20,300 3.7 41,100 3.3

1,100.00–1,149.90...................................................... 72,900 4.1 20,400 3.7 52,500 4.2

1,150.00–1,199.90...................................................... 85,000 4.8 18,200 3.3 66,800 5.4

1,200.00–1,249.90...................................................... 92,100 5.2 18,400 3.4 73,700 5.9

1,250.00–1,299.90...................................................... 88,500 5.0 22,600 4.1 65,900 5.3

1,300.00–1,349.90...................................................... 80,300 4.5 24,300 4.5 56,000 4.5

1,350.00–1,399.90...................................................... 45,100 2.5 21,600 4.0 23,500 1.9

1,400.00 or more......................................................... 141,000 7.9 98,200 18.0 42,800 3.4

Average benefit (dollars)............................................. 882.60 976.70 841.30

Men ....................................................................... 991,500 100.0 322,500 100.0 669,000 100.0

Less than 450.00 ........................................................ 80,500 8.1 23,100 7.2 57,400 8.6

450.00–499.90............................................................ 18,300 1.8 3,600 1.1 14,700 2.2

500.00–549.90............................................................ 20,400 2.1 5,700 1.8 14,700 2.2

550.00–599.90............................................................ 22,200 2.2 6,100 1.9 16,100 2.4

600.00–649.90............................................................ 24,500 2.5 8,300 2.6 16,200 2.4

650.00–699.90............................................................ 26,300 2.7 9,300 2.9 17,000 2.5

700.00–749.90............................................................ 23,800 2.4 6,300 2.0 17,500 2.6

750.00–799.90............................................................ 32,300 3.3 10,000 3.1 22,300 3.3

800.00–849.90............................................................ 31,300 3.2 10,200 3.2 21,100 3.2

850.00–899.90............................................................ 32,100 3.2 10,200 3.2 21,900 3.3

900.00–949.90............................................................ 39,600 4.0 11,000 3.4 28,600 4.3

950.00–999.90............................................................ 40,400 4.1 11,800 3.7 28,600 4.3

1,000.00–1,049.90...................................................... 39,200 4.0 12,100 3.8 27,100 4.1

1,050.00–1,099.90...................................................... 41,900 4.2 12,800 4.0 29,100 4.3

1,100.00–1,149.90...................................................... 54,400 5.5 12,200 3.8 42,200 6.3

1,150.00–1,199.90...................................................... 68,900 6.9 12,400 3.8 56,500 8.4

1,200.00–1,249.90...................................................... 75,900 7.7 12,500 3.9 63,400 9.5

1,250.00–1,299.90...................................................... 77,900 7.9 18,100 5.6 59,800 8.9

1,300.00–1,349.90...................................................... 72,700 7.3 19,600 6.1 53,100 7.9

1,350.00–1,399.90...................................................... 39,300 4.0 18,000 5.6 21,300 3.2

1,400.00 or more......................................................... 129,600 13.1 89,200 27.7 40,400 6.0

Average benefit (dollars)............................................. 1,033.70 1,106.30 998.80

Women.................................................................. 794,800 100.0 222,100 100.0 572,700 100.0

Less than 450.00 ........................................................ 139,600 17.6 28,400 12.8 111,200 19.4

450.00–499.90............................................................ 53,200 6.7 10,300 4.6 42,900 7.5

500.00–549.90............................................................ 74,900 9.4 13,700 6.2 61,200 10.7

550.00–599.90............................................................ 71,000 8.9 12,200 5.5 58,800 10.3

600.00–649.90............................................................ 65,300 8.2 16,500 7.4 48,800 8.5

650.00–699.90............................................................ 54,000 6.8 15,400 6.9 38,600 6.7

700.00–749.90............................................................ 46,600 5.9 14,100 6.3 32,500 5.7

750.00–799.90............................................................ 41,400 5.2 12,800 5.8 28,600 5.0

800.00–849.90............................................................ 37,600 4.7 11,800 5.3 25,800 4.5

850.00–899.90............................................................ 31,200 3.9 11,500 5.2 19,700 3.4

900.00–949.90............................................................ 26,100 3.3 9,200 4.1 16,900 3.0

950.00–999.90............................................................ 26,100 3.3 7,600 3.4 18,500 3.2

1,000.00–1,049.90...................................................... 22,100 2.8 9,400 4.2 12,700 2.2

1,050.00–1,099.90...................................................... 19,500 2.5 7,500 3.4 12,000 2.1

1,100.00–1,149.90...................................................... 18,500 2.3 8,200 3.7 10,300 1.8

1,150.00–1,199.90...................................................... 16,100 2.0 5,800 2.6 10,300 1.8

1,200.00–1,249.90...................................................... 16,200 2.0 5,900 2.7 10,300 1.8

1,250.00–1,299.90...................................................... 10,600 1.3 4,500 2.0 6,100 1.1

1,300.00–1,349.90...................................................... 7,600 1.0 4,700 2.1 2,900 0.5

1,350.00–1,399.90...................................................... 5,800 0.7 3,600 1.6 2,200 0.4

1,400.00 or more......................................................... 11,400 1.4 9,000 4.1 2,400 0.4

Average benefit (dollars)............................................. 694.00 788.50 657.40
6.B OASDI Benefits Awarded: Retired Workers

258 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 6.B4—Number and percentage distribution with and without reduction for early retirement, by primary 

insurance amount and sex, 2001

Primary insurance 

amount a (dollars) and sex 

a. Primary insurance amounts awarded before the December increase are converted to the December rates before computation of the percentages. 

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: Benefits not necessarily payable at time of award.

CONTACT: Diane Wallace (410) 965-0165 or Barbara Lingg (410) 965-0156.

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All .................................................................................. 1,786,300 100.0 544,600 100.0 1,241,700 100.0

Less than 450.00.................................................................... 210,500 11.8 58,900 10.8 151,600 12.2

450.00–499.90 ....................................................................... 43,200 2.4 17,600 3.2 25,600 2.1

500.00–549.90 ....................................................................... 70,700 4.0 21,700 4.0 49,000 3.9

550.00–599.90 ....................................................................... 73,300 4.1 20,500 3.8 52,800 4.3

600.00–649.90 ....................................................................... 76,100 4.3 24,300 4.5 51,800 4.2

650.00–699.90 ....................................................................... 69,300 3.9 23,100 4.2 46,200 3.7

700.00–749.90 ....................................................................... 69,200 3.9 18,800 3.5 50,400 4.1

750.00–799.90 ....................................................................... 67,200 3.8 22,500 4.1 44,700 3.6

800.00–849.90 ....................................................................... 67,300 3.8 22,900 4.2 44,400 3.6

850.00–899.90 ....................................................................... 63,000 3.5 21,900 4.0 41,100 3.3

900.00–949.90 ....................................................................... 61,600 3.4 19,900 3.7 41,700 3.4

950.00–999.90 ....................................................................... 57,300 3.2 18,000 3.3 39,300 3.2

1,000.00–1,049.90 ................................................................. 58,600 3.3 20,400 3.7 38,200 3.1

1,050.00–1,099.90 ................................................................. 56,500 3.2 19,100 3.5 37,400 3.0

1,100.00–1,149.90 ................................................................. 54,300 3.0 18,600 3.4 35,700 2.9

1,150.00–1,199.90 ................................................................. 53,900 3.0 17,000 3.1 36,900 3.0

1,200.00–1,249.90 ................................................................. 54,500 3.1 17,900 3.3 36,600 2.9

1,250.00–1,299.90 ................................................................. 54,800 3.1 22,300 4.1 32,500 2.6

1,300.00–1,349.90 ................................................................. 64,000 3.6 24,600 4.5 39,400 3.2

1,350.00–1,399.90 ................................................................. 58,600 3.3 22,200 4.1 36,400 2.9

1,400.00 or more.................................................................... 402,400 22.5 92,400 17.0 310,000 25.0

Average primary insurance amount (dollars) ......................... 976.80 952.70 987.30

Men ............................................................................... 991,500 100.0 322,500 100.0 669,000 100.0

Less than 450.00.................................................................... 66,600 6.7 23,600 7.3 43,000 6.4

450.00–499.90 ....................................................................... 8,600 0.9 4,300 1.3 4,300 0.6

500.00–549.90 ....................................................................... 18,900 1.9 5,900 1.8 13,000 1.9

550.00–599.90 ....................................................................... 17,100 1.7 6,000 1.9 11,100 1.7

600.00–649.90 ....................................................................... 21,300 2.1 7,900 2.4 13,400 2.0

650.00–699.90 ....................................................................... 19,800 2.0 9,700 3.0 10,100 1.5

700.00–749.90 ....................................................................... 18,900 1.9 6,000 1.9 12,900 1.9

750.00–799.90 ....................................................................... 25,900 2.6 10,500 3.3 15,400 2.3

800.00–849.90 ....................................................................... 25,400 2.6 10,500 3.3 14,900 2.2

850.00–899.90 ....................................................................... 24,700 2.5 10,500 3.3 14,200 2.1

900.00–949.90 ....................................................................... 27,000 2.7 10,100 3.1 16,900 2.5

950.00–999.90 ....................................................................... 30,900 3.1 11,200 3.5 19,700 2.9

1.000.00–1,049.90 ................................................................. 33,000 3.3 12,000 3.7 21,000 3.1

1,050.00–1,099.90 ................................................................. 34,800 3.5 12,500 3.9 22,300 3.3

1,100.00–1,149.90 ................................................................. 35,200 3.6 12,900 4.0 22,300 3.3

1,150.00–1,199.90 ................................................................. 38,400 3.9 12,400 3.8 26,000 3.9

1,200.00–1,249.90 ................................................................. 37,900 3.8 12,900 4.0 25,000 3.7

1,250.00–1,299.90 ................................................................. 42,900 4.3 19,100 5.9 23,800 3.6

1,300.00–1,349.90 ................................................................. 51,400 5.2 20,400 6.3 31,000 4.6

1,350.00–1,399.90 ................................................................. 47,800 4.8 18,100 5.6 29,700 4.4

1,400.00 or more.................................................................... 365,000 36.8 86,000 26.7 279,000 41.7

Average primary insurance amount (dollars) ......................... 1,162.10 1,097.40 1,193.20

Women.......................................................................... 794,800 100.0 222,100 100.0 572,700 100.0

Less than 450.00.................................................................... 143,900 18.1 35,300 15.9 108,600 19.0

450.00–499.90 ....................................................................... 34,600 4.4 13,300 6.0 21,300 3.7

500.00–549.90 ....................................................................... 51,800 6.5 15,800 7.1 36,000 6.3

550.00–599.90 ....................................................................... 56,200 7.1 14,500 6.5 41,700 7.3

600.00–649.90 ....................................................................... 54,800 6.9 16,400 7.4 38,400 6.7

650.00–699.90 ....................................................................... 49,500 6.2 13,400 6.0 36,100 6.3

700.00–749.90 ....................................................................... 50,300 6.3 12,800 5.8 37,500 6.5

750.00–799.90 ....................................................................... 41,300 5.2 12,000 5.4 29,300 5.1

800.00–849.90 ....................................................................... 41,900 5.3 12,400 5.6 29,500 5.2

850.00–899.90 ....................................................................... 38,300 4.8 11,400 5.1 26,900 4.7

900.00–949.90 ....................................................................... 34,600 4.4 9,800 4.4 24,800 4.3

950.00–999.90 ....................................................................... 26,400 3.3 6,800 3.1 19,600 3.4

1,000.00–1,049.90 ................................................................. 25,600 3.2 8,400 3.8 17,200 3.0

1,050.00–1,099.90 ................................................................. 21,700 2.7 6,600 3.0 15,100 2.6

1,100.00–1,149.90 ................................................................. 19,100 2.4 5,700 2.6 13,400 2.3

1,150.00–1,199.90 ................................................................. 15,500 2.0 4,600 2.1 10,900 1.9

1,200.00–1,249.90 ................................................................. 16,600 2.1 5,000 2.3 11,600 2.0

1,250.00–1,299.90 ................................................................. 11,900 1.5 3,200 1.4 8,700 1.5

1,300.00–1,349.90 ................................................................. 12,600 1.6 4,200 1.9 8,400 1.5

1,350.00–1,399.90 ................................................................. 10,800 1.4 4,100 1.8 6,700 1.2

1,400.00 or more.................................................................... 37,400 4.7 6,400 2.9 31,000 5.4

Average primary insurance amount (dollars) ......................... 745.60 742.60 746.80
6.B OASDI Benefits Awarded: Retired Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 259

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1940–1980 are 100 percent data. Data for 1985–2001 are based on a 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Diane Wallace (410) 965-0165 or Barbara Lingg (410) 965-0156.

Table 6.B5—Number, average age, and percentage distribution, by age and sex, selected years 1940–2001

Year

Total

number

(thousands)

Average

age

Percentage distribution by age a 

 a. Age in year of award for 1940–1980. Age in month of award for 1985–2001.

Total 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

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
6.C OASDI Benefits Awarded: Disabled Workers

260 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

Table 6.C1—Number and percentage distribution, by monthly benefit and sex, 2001

Monthly benefit a (dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the percentages.

Total Men Women

Number Percent Number Percent Number Percent

All............................................................................ 669,300 100.0 364,500 100.0 304,800 100.0

Less than 100.00 ............................................................... 5,300 0.8 2,500 0.7 2,800 0.9

100.00–149.90................................................................... 5,100 0.8 1,300 0.4 3,800 1.2

150.00–199.90................................................................... 7,800 1.2 2,800 0.8 5,000 1.6

200.00–249.90................................................................... 11,400 1.7 5,000 1.4 6,400 2.1

250.00–299.90................................................................... 13,000 1.9 4,400 1.2 8,600 2.8

300.00–349.90................................................................... 12,700 1.9 4,500 1.2 8,200 2.7

350.00–399.90................................................................... 13,900 2.1 5,000 1.4 8,900 2.9

400.00–449.90................................................................... 17,700 2.6 6,800 1.9 10,900 3.6

450.00–499.90................................................................... 21,800 3.3 8,300 2.3 13,500 4.4

500.00–549.90................................................................... 37,100 5.5 13,700 3.8 23,400 7.7

550.00–599.90................................................................... 41,000 6.1 16,600 4.6 24,400 8.0

600.00–649.90................................................................... 39,100 5.8 14,100 3.9 25,000 8.2

650.00–699.90................................................................... 32,200 4.8 13,200 3.6 19,000 6.2

700.00–749.90................................................................... 36,100 5.4 16,300 4.5 19,800 6.5

750.00–799.90................................................................... 30,600 4.6 15,200 4.2 15,400 5.1

800.00–849.90................................................................... 34,500 5.2 16,600 4.6 17,900 5.9

850.00–899.90................................................................... 26,800 4.0 14,400 4.0 12,400 4.1

900.00–949.90................................................................... 26,200 3.9 14,500 4.0 11,700 3.8

950.00–999.90................................................................... 24,100 3.6 13,700 3.8 10,400 3.4

1,000.00–1,049.90............................................................. 24,400 3.6 14,000 3.8 10,400 3.4

1,050.00–1,099.90............................................................. 19,500 2.9 12,300 3.4 7,200 2.4

1,100.00–1,149.90............................................................. 21,700 3.2 15,400 4.2 6,300 2.1

1,150.00–1,199.90............................................................. 19,500 2.9 13,500 3.7 6,000 2.0

1,200.00–1,249.90............................................................. 18,000 2.7 13,100 3.6 4,900 1.6

1,250.00–1,299.90............................................................. 15,500 2.3 11,500 3.2 4,000 1.3

1,300.00–1,349.00............................................................. 13,500 2.0 9,900 2.7 3,600 1.2

1,350.00–1,399.90............................................................. 15,000 2.2 11,400 3.1 3,600 1.2

1,400.00 or more................................................................ 85,800 12.8 74,500 20.4 11,300 3.7

Average monthly benefit (dollars) ...................................... 866.40 986.70 722.60
6.C OASDI Benefits Awarded: Disabled Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 261

Table 6.C2—Number, average age, and percentage distribution, by age and sex, selected years 1957–2001

Year

Total

number

Average

age

Percentage distribution, by age a 

 a. Age in year of award for 1957–1984. Age in month of award for 1985–2001.

Total 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 1957–1984 are 100 percent data. Data for 1985–2001 are based on a 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Diane Wallace (410) 965-0165 or Barbara Lingg (410) 965-0156.

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

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
6.C OASDI Benefits Awarded: Disabled Workers 

262 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 6.C3—Number and percentage distribution, by diagnostic group, age, and sex, 2001

Diagnostic group a 

a. Classification based on impairment codes established by SSA.

Total Men Women

Total

Under

35 35–49

50 or

older Total

Under

35 35–49

50 or

older Total

Under

35 35–49

50 or

older

Total number................................................. 690,503 83,750 217,253 389,500 374,355 45,836 112,112 216,407 316,148 37,914 105,141 173,093

Number with diagnosis available...................... 688,930 83,260 216,726 388,944 373,525 45,552 111,868 216,105 315,405 37,708 104,858 172,839

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.

NOTE: Effective 2001, SSA initiated a special review of 130,000 Supplemental Security Income (SSI) recipients who are potentially eligible for Social Security disability benefits 

due to earnings while receiving SSI. Many of these claims awarded in 2001 were for individuals under age 35 who were diagnosed with a mental disorder.

CONTACT: Terry Dodson (410) 965-0143. 

 11,617 1,818 6,414 3,385 8,477 1,312 4,960 2,205 3,140 506 1,454 1,180

Neoplasms............................................................. 68,767 3,769 19,001 45,997 36,016 1,970 8,895 25,151 32,751 1,799 10,106 20,846

Endocrine, nutritional, and metabolic diseases...... 21,542 1,553 6,261 13,728 11,039 697 3,057 7,285 10,503 856 3,204 6,443

Diseases of blood and blood-forming organs ........ 2,383 711 737 935 1,142 339 302 501 1,241 372 435 434

Mental disorders

Mental retardation .............................................. 24,541 13,466 7,883 3,192 14,987 8,077 4,931 1,979 9,554 5,389 2,952 1,213

Other............ ...................................................... 150,714 32,876 65,676 52,162 71,760 17,356 29,486 24,918 78,954 15,520 36,190 27,244

Diseases of the––

Nervous system and sense organs.................... 58,426 9,249 19,826 29,351 30,015 4,660 9,404 15,951 28,411 4,589 10,422 13,400

Circulatory system.............................................. 81,666 2,137 14,625 64,904 55,964 1,229 9,325 45,410 25,702 908 5,300 19,494

Respiratory system ............................................ 28,898 736 4,689 23,473 15,285 281 2,098 12,906 13,613 455 2,591 10,567

Digestive system ................................................ 15,109 1,087 6,460 7,562 9,286 490 4,070 4,726 5,823 597 2,390 2,836

Genitourinary system ......................................... 15,756 2,369 5,805 7,582 9,691 1,355 3,567 4,769 6,065 1,014 2,238 2,813

Skin and subcutaneous tissue ........................... 1,560 191 641 728 648 61 276 311 912 130 365 417

Musculoskeletal system ..................................... 169,962 6,921 46,005 117,036 85,616 3,358 23,563 58,695 84,346 3,563 22,442 58,341

Congenital anomalies ............................................ 1,036 460 307 269 544 243 154 147 492 217 153 122

Injuries ................................................................... 28,478 4,621 9,695 14,162 18,799 3,383 6,558 8,858 9,679 1,238 3,137 5,304

Other...................................................................... 8,475 1,296 2,701 4,478 4,256 741 1,222 2,293 4,219 555 1,479 2,185

Percentage with diagnosis available. ............... 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Infectious and parasitic diseases b ........................ 1.7 2.2 3.0 0.9 2.3 2.9 4.4 1.0 1.0 1.3 1.4 0.7

Neoplasms............................................................. 10.0 4.5 8.8 11.8 9.6 4.3 8.0 11.6 10.4 4.8 9.6 12.1

Endocrine, nutritional, and metabolic diseases...... 3.1 1.9 2.9 3.5 3.0 1.5 2.7 3.4 3.3 2.3 3.1 3.7

Diseases of blood and blood-forming organs ........ 0.3 0.9 0.3 0.2 0.3 0.7 0.3 0.2 0.4 1.0 0.4 0.3

Mental disorders

Mental retardation .............................................. 3.6 16.2 3.6 0.8 3.8 17.7 4.4 0.9 3.0 14.3 2.8 0.7

Other .................................................................. 21.9 39.5 30.3 13.4 19.2 38.1 26.4 11.5 25.0 41.2 34.5 15.8

Diseases of the––

Nervous system and sense organs.................... 8.5 11.1 9.1 7.5 8.1 10.2 8.4 7.4 9.0 12.2 9.9 7.8

Circulatory system.............................................. 11.9 2.6 6.7 16.7 15.4 2.7 8.3 21.0 8.1 2.4 5.1 11.3

Respiratory system ............................................ 4.2 0.9 2.2 6.0 4.1 0.6 1.9 6.0 4.3 1.2 2.5 6.1

Digestive system ................................................ 2.2 1.3 3.0 1.9 2.5 1.1 3.6 2.2 1.8 1.6 2.3 1.6

Genitourinary system ......................................... 2.3 2.8 2.7 1.9 2.6 3.0 3.2 2.2 1.9 2.7 2.1 1.6

Skin and subcutaneous tissue ........................... 0.2 0.2 0.3 0.2 0.2 0.1 0.2 0.1 0.3 0.3 0.3 0.2

Musculoskeletal system ..................................... 24.7 8.3 21.2 30.1 22.9 7.4 21.1 27.2 26.7 9.4 21.4 33.8

Congenital anomalies ............................................ 0.2 0.6 0.1 0.1 0.1 0.5 0.1 0.1 0.2 0.6 0.1 0.1

Injuries ................................................................... 4.1 5.6 4.5 3.6 5.0 7.4 5.9 4.1 3.1 3.3 3.0 3.1

Other...................................................................... 1.2 1.6 1.2 1.2 1.1 1.6 1.1 1.1 1.3 1.5 1.4 1.3
6.C OASDI Benefits Awarded: Disabled Workers

Social Security Bulletin • Annual Statistical Supplement • 2002 263

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, 1960–2001

Year

Number of

applications (thousands)

Number of

 awards (thousands)

Awards as a

 percentage of applications

Awards per

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....................................................................................... 1,338.1 645.8 48.3 5.1

1996....................................................................................... 1,279.2 624.3 48.8 4.9

1997....................................................................................... 1,180.2 587.4 49.8 4.5

1998....................................................................................... 1,169.3 608.1 52.0 4.6

1999....................................................................................... 1,200.1 620.5 51.7 4.6

2000....................................................................................... 1,330.6 621.7 46.7 4.6

2001....................................................................................... 1,499.1 691.3 46.1 5.1
6.D OASDI Benefits Awarded: Dependents and Survivors

264 Social Security Bulletin • Annual Statistical Supplement • 2002

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 1950–2001 

Year Total

Wives entitled solely

 because of age

Wives entitled

because of children

in their care Husbands

Wives and husbands of retired workers

1950.............................................. 162,768 152,310 9,646 812

1955.............................................. 288,915 263,816 21,692 3,407

1960.............................................. 339,987 305,713 32,254 2,020

1965.............................................. 321,015 275,717 44,087 1,211

1970.............................................. 339,447 286,867 51,378 1,202

1975.............................................. 350,558 289,600 60,184 774

1980.............................................. 360,693 294,892 55,401 10,400

1981.............................................. 338,540 277,641 50,993 9,906

1982.............................................. 349,967 302,739 36,229 10,999

1983.............................................. 356,274 308,922 35,309 12,043

1984.............................................. 342,691 298,855 30,972 12,864

1985.............................................. 356,558 312,849 30,454 13,255

1986.............................................. 358,115 315,427 28,925 13,763

1987.............................................. 333,333 294,499 26,099 12,735

1988.............................................. 316,929 281,760 23,045 12,124

1989.............................................. 310,498 278,655 21,285 10,558

1990.............................................. 308,980 277,238 21,395 10,347

1991.............................................. 307,000 276,236 21,154 9,610

1992.............................................. 304,764 274,670 21,057 9,037

1993.............................................. 290,728 262,240 19,945 8,543

1994.............................................. 275,025 248,430 18,431 8,164

1995.............................................. 258,740 233,731 17,214 7,795

1996.............................................. 244,014 221,059 15,466 7,489

1997.............................................. 268,012 246,229 14,040 7,743

1998.............................................. 263,668 242,390 13,472 7,806

1999.............................................. 275,568 253,559 13,521 8,488

2000.............................................. 341,503 315,148 15,625 10,730

2001.............................................. 314,547 289,757 13,743 11,047

Wives and husbands of disabled workers

1958 a ...........................................

a. September–November.

12,920 5,035 7,869 16

1959 b ...........................................

b. Includes December 1958.

54,299 21,301 32,844 154

1960.............................................. 54,187 15,756 38,326 105

1965.............................................. 69,183 13,813 55,230 140

1970.............................................. 96,304 21,227 74,913 164

1975.............................................. 148,741 31,942 116,624 175

1980.............................................. 108,500 32,616 74,922 962

1981.............................................. 95,575 30,360 64,333 882

1982.............................................. 77,835 31,540 45,463 832

1983.............................................. 80,079 35,369 43,820 890

1984.............................................. 81,834 34,470 46,433 931

1985.............................................. 83,511 34,101 48,522 888

1986.............................................. 82,435 33,797 47,711 927

1987.............................................. 77,316 31,652 43,881 1,783

1988.............................................. 73,790 29,634 41,627 2,529

1989.............................................. 69,113 27,750 39,212 2,151

1990.............................................. 69,667 27,023 40,458 2,186

1991.............................................. 72,754 26,747 43,543 2,464

1992.............................................. 78,083 27,502 47,841 2,740

1993.............................................. 74,605 26,276 45,602 2,727

1994.............................................. 69,549 24,240 42,824 2,485

1995.............................................. 63,097 22,833 37,972 2,292

1996.............................................. 57,528 21,775 33,638 2,115

1997.............................................. 50,818 23,329 25,779 1,710

1998.............................................. 47,550 22,693 23,190 1,667

1999.............................................. 46,164 22,557 21,949 1,658

2000.............................................. 43,941 22,399 19,801 1,741

2001.............................................. 43,412 21,979 19,535 1,898
6.D OASDI Benefits Awarded: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 265

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

Table 6.D3—Number and average monthly benefit for wives and husbands, by age and sex, 2001

Type of benefit and age 

Total wives

Wives of—

Retired workers Disabled workers Husbands

Number

Average

monthly

benefita

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number

Average

monthly

benefita

(dollars) Number

Average

monthly

benefita

(dollars) Number

Average

monthly

benefita

(dollars)

All.......................................................................... 227,800 398.00 192,100 426.10 35,700 246.60 9,900 245.00

Entitlement based on care of children ........................ 28,800 266.50 13,900 375.70 14,900 164.70 600 184.50

Under 35 ............................................................................ 4,500 115.20 400 b

b. Average benefit not shown for groups with fewer than 500 beneficiaries.

4,100 107.60 c

c. Base figure too small to meet statistical standards for reliability of derived figure.

. . .

35–39................................................................................. 3,700 207.10 1,200 322.60 2,500 151.70 c . . .

40–44................................................................................. 4,200 245.30 1,100 435.00 3,100 178.00 c . . .

45–49................................................................................. 6,400 291.60 3,600 365.80 2,800 196.20 c . . .

50–54................................................................................. 4,000 341.40 2,700 408.10 1,300 202.80 c . . .

55–59................................................................................. 3,800 343.90 2,900 382.00 900 221.20 c . . .

60–61................................................................................. 1,300 369.00 1,200 367.90 100 b c . . .

62–64................................................................................. 900 380.80 800 388.60 100 b c . . .

Entitlement based on age........................................... 199,000 417.00 178,200 430.10 20,800 305.20 9,300 248.90

62–64................................................................................. 147,700 398.40 129,300 414.20 18,400 287.70 2,000 245.80

62 ................................................................................... 105,600 379.70 88,700 399.70 16,900 274.80 c . . .

63 ................................................................................... 22,000 447.40 21,300 447.40 700 447.20 c . . .

64 ................................................................................... 20,100 442.90 19,300 443.80 800 420.50 c . . .

65–69................................................................................. 44,400 471.10 42,500 472.80 1,900 432.80 4,600 270.10

65 ................................................................................... 30,200 498.50 28,800 504.00 c . . . c . . .

66 ................................................................................... 6,300 450.00 6,000 450.00 c . . . c . . .

67 ................................................................................... 3,100 390.60 3,000 379.40 c . . . c . . .

68 ................................................................................... 2,300 417.70 2,200 401.30 c . . . c . . .

69 ................................................................................... 2,500 342.70 2,500 342.70 c . . . c . . .

70–74................................................................................. 4,800 484.70 4,500 478.70 300 b 2,000 216.50

75 or older.......................................................................... 2,100 427.30 1,900 440.80 200 b 700 211.10

Wives (nondivorced)................................................... 208,200 397.20 174,400 427.40 33,800 241.30 . . . . . .

Divorced wives ........................................................... 19,600 406.10 17,700 413.20 1,900 339.90 . . . . . .

Husbands of retired workers....................................... . . . . . . . . . . . . . . . . . . 8,300 246.00

Husbands of disabled workers ................................... . . . . . . . . . . . . . . . . . . 1,600 240.20
6.D OASDI Benefits Awarded: Dependents and Survivors

266 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 6.D4—Number of children, by type of benefit, selected years 1957–2001

Year Total

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

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
6.D OASDI Benefits Awarded: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 267

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

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

a. Data not available.

Table 6.D4—Number of children, by type of benefit, selected years 1957–2001—Continued

Year Total

Children of—

Retired workers Deceased workers Disabled workers
6.D OASDI Benefits Awarded: Dependents and Survivors

268 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 6.D5—Number and average monthly benefit for children, by type of benefit and age, 2001

Type of benefit and age

in month of award

Total

 number

Children of—

Retired workers Deceased workers Disabled workers

Number

Average

monthly

benefita

(dollars)

a. Benefits awarded before the December increase are converted to the December rates before computation of the averages.

Number

Average

monthly

benefita

(dollars) Number

Average

monthly

benefit a

(dollars)

All children ............................................................ 756,300 112,700 401.40 292,000 609.70 351,600 231.00

Children under age 18.............................................. 520,300 68,500 374.80 184,000 596.60 267,800 203.70

Under 1 ............................................................................ 19,900 700 436.00 4,900 574.20 14,300 162.10

1....................................................................................... 14,600 500 382.10 5,300 514.00 8,800 175.50

2....................................................................................... 14,600 500 98.70 6,100 550.20 8,000 187.30

3....................................................................................... 17,800 1,100 293.40 6,900 613.60 9,800 189.90

4....................................................................................... 19,100 900 303.30 6,500 564.30 11,700 148.90

5....................................................................................... 19,500 1,600 331.10 6,900 515.70 11,000 172.50

6....................................................................................... 18,400 2,500 401.30 6,000 540.80 9,900 185.20

7....................................................................................... 22,400 2,000 303.00 7,400 491.30 13,000 185.30

8....................................................................................... 27,600 3,400 386.40 8,800 544.40 15,400 183.60

9....................................................................................... 30,400 3,800 402.10 9,600 533.50 17,000 179.30

10..................................................................................... 32,800 3,100 327.50 12,200 563.40 17,500 167.90

11 ..................................................................................... 32,800 4,400 415.40 11,500 637.70 16,900 190.40

12..................................................................................... 36,800 3,600 319.00 14,400 604.50 18,800 205.10

13..................................................................................... 36,500 5,300 341.40 13,500 625.60 17,700 198.20

14..................................................................................... 42,500 8,700 350.20 14,000 619.80 19,800 223.70

15..................................................................................... 42,200 8,400 403.50 15,500 673.20 18,300 262.50

16..................................................................................... 49,000 9,500 404.00 18,400 627.40 21,100 263.90

17..................................................................................... 43,400 8,500 408.80 16,100 658.70 18,800 278.70

Disabled adult children ............................................. 37,700 19,500 400.60 9,900 615.20 8,300 293.90

Under 20 .......................................................................... 3,100 600 317.30 1,400 671.60 1,100 238.80

20–24............................................................................... 9,300 2,700 359.30 2,500 541.40 4,100 243.90

25–29............................................................................... 4,500 1,800 424.50 1,400 680.90 1,300 361.70

30–34............................................................................... 5,600 3,300 446.10 1,400 768.30 900 372.30

35–39............................................................................... 7,300 5,600 421.40 900 582.50 800 416.70

40 or older........................................................................ 7,900 5,500 373.80 2,300 540.80 100 b

b. Average benefit not shown for groups with fewer than 500 beneficiaries.

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

Students, aged 18–19............................................... 198,300 24,700 475.80 98,100 633.70 75,500 320.90

18..................................................................................... 197,100 24,400 478.20 97,700 635.10 75,000 322.10

19..................................................................................... 1,200 300 b 400 b 500 140.80
6.D OASDI Benefits Awarded: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 269

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, 1950–2001

Year Total Mothers Fathers

Widowed

Surviving

divorced

mothers and

Total 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
6.D OASDI Benefits Awarded: Dependents and Survivors

270 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 6.D7—Number and average monthly benefit for widow(er)s, by age and sex, 2001

Type of benefit, age, and sex

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.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All........................................................................................ 313,400 896.10 16,300 558.90 26,400 539.60 40,500 643.00

Under 25 .......................................................................................... . . . . . . . . . . . . . . . . . . 2,000 437.10

25–29............................................................................................... . . . . . . . . . . . . . . . . . . 3,100 595.50

30–34............................................................................................... . . . . . . . . . . . . . . . . . . 5,500 583.10

35–39............................................................................................... . . . . . . . . . . . . . . . . . . 7,400 615.60

40–44............................................................................................... . . . . . . . . . . . . . . . . . . 9,100 649.20

45–49............................................................................................... . . . . . . . . . . . . . . . . . . 7,600 731.70

50–54............................................................................................... . . . . . . . . . . . . 10,400 543.40 4,500 680.50

55–59............................................................................................... . . . . . . . . . . . . 14,300 550.80 1,000 828.10

60–64............................................................................................... 135,400 832.50 11,200 587.60 1,700 421.50 300 b

b. Base figure too small to meet statistical standards for reliability of derived figure.

60 ................................................................................................. 67,200 803.10 4,900 588.40 1,200 453.10 b . . .

61 ................................................................................................. 23,300 852.00 2,700 542.40 300 c

c. Average benefit not shown for groups with fewer than 500 beneficiaries.

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTE: . . . = not applicable.

CONTACT: Joseph Bondar (410) 965-0162 or Diane Wallace (410) 965-0165.

b . . .

62 ................................................................................................. 15,000 878.20 2,400 595.90 100 c b . . .

63 ................................................................................................. 13,100 848.80 400 c 100 c b . . .

64 ................................................................................................. 16,800 870.00 800 746.90 . . . . . . b . . .

65–69............................................................................................... 56,400 863.10 1,400 650.90 . . . . . . . . . . . .

65 ................................................................................................. 29,800 806.80 b . . . . . . . . . . . . . . .

66 ................................................................................................. 8,500 905.50 b . . . . . . . . . . . . . . .

67 ................................................................................................. 5,500 967.70 b . . . . . . . . . . . . . . .

68 ................................................................................................. 4,600 857.70 b . . . . . . . . . . . . . . .

69 ................................................................................................. 8,000 959.00 b . . . . . . . . . . . . . . .

70–74............................................................................................... 34,500 931.00 700 542.40 . . . . . . . . . . . .

70 ................................................................................................. 7,300 891.90 b . . . . . . . . . . . . . . .

71 ................................................................................................. 6,300 873.20 b . . . . . . . . . . . . . . .

72 ................................................................................................. 5,600 1,007.50 b . . . . . . . . . . . . . . .

73 ................................................................................................. 7,100 973.00 b . . . . . . . . . . . . . . .

74 ................................................................................................. 8,200 921.80 b . . . . . . . . . . . . . . .

75–79............................................................................................... 40,100 957.60 1,100 448.40 . . . . . .

75 ................................................................................................. 8,900 944.10 b . . . . . . . . . . . . . . .

76 ................................................................................................. 7,800 886.40 b . . . . . . . . . . . . . . .

77 ................................................................................................. 6,500 953.70 b . . . . . . . . . . . . . . .

78 ................................................................................................. 8,800 996.50 b . . . . . . . . . . . . . . .

79 ................................................................................................. 8,100 1,001.70 b . . . . . . . . . . . . . . .

80 or older........................................................................................ 47,000 1,040.90 1,900 391.80 . . . . . . . . . . . .

Men......................................................................................... . . . . . . . . . . . . 1,300 374.00 3,100 633.10

Women ................................................................................... . . . . . . . . . . . . 25,100 548.20 37,400 643.90

Widow or mother................................................................. 279,300 899.70 . . . . . . 21,000 552.70 32,700 638.40

Surviving divorced wife or mother....................................... 34,100 866.70 . . . . . . 4,100 524.90 4,700 681.70
6.D OASDI Benefits Awarded: Dependents and Survivors

Social Security Bulletin • Annual Statistical Supplement • 2002 271

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, 

1950–2001

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

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

272 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 10 percent sample.

CONTACT: Dana Nichele 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 2001

Monthly benefit amount (dollars)

Total

Without reduction

 for early retirement

With reduction

 for early retirement

Number Percent Number Percent Number Percent

All retired workers

Total .............................................. 102,640 100.0 28,880 100.0 73,760 100.0

Less than 350.00.................................. 17,940 17.5 6,990 24.2 10,950 14.8

350.00–399.90 ..................................... 3,680 3.6 1,440 5.0 2,240 3.0

400.00–449.90 ..................................... 4,490 4.4 1,070 3.7 3,420 4.6

450.00–499.90 ..................................... 5,440 5.3 1,610 5.6 3,830 5.2

500.00–549.90 ..................................... 5,710 5.6 1,850 6.4 3,860 5.2

550.00–599.90 ..................................... 5,920 5.8 1,390 4.8 4,530 6.1

600.00–649.90 ..................................... 5,000 4.9 1,330 4.6 3,670 5.0

650.00–699.90 ..................................... 5,250 5.1 1,420 4.9 3,830 5.2

700.00–749.90 ..................................... 4,500 4.4 1,190 4.1 3,310 4.5

750.00–799.90 ..................................... 4,000 3.9 910 3.2 3,090 4.2

800.00–849.90 ..................................... 3,580 3.5 1,060 3.7 2,520 3.4

850.00–899.90 ..................................... 3,920 3.8 1,100 3.8 2,820 3.8

900.00–949.90 ..................................... 3,380 3.3 770 2.7 2,610 3.5

950.00–999.90 ..................................... 3,320 3.2 690 2.4 2,630 3.6

1,000.00–1,049.90 ............................... 2,950 2.9 650 2.3 2,300 3.1

1,050.00–1,099.90 ............................... 2,890 2.8 590 2.0 2,300 3.1

1,100.00–1,149.90 ............................... 2,700 2.6 390 1.4 2,310 3.1

1,150.00–1,199.90 ............................... 3,690 3.6 480 1.7 3,210 4.4

1,200.00–1,249.90 ............................... 3,100 3.0 440 1.5 2,660 3.6

1,200.00–1,299.90 ............................... 3,400 3.3 480 1.7 2,920 4.0

1,300.00 or more.................................. 7,780 7.6 3,030 10.5 4,750 6.4

Men

Subtotal........................................... 65,310 100.0 20,420 100.0 44,890 100.0

Less than 350.00.................................. 10,000 15.3 4,240 20.8 5,760 12.8

350.00–399.90 ..................................... 2,540 3.9 1,110 5.4 1,430 3.2

400.00–449.90 ..................................... 2,690 4.1 890 4.4 1,800 4.0

450.00–499.90 ..................................... 3,100 4.7 1,240 6.1 1,860 4.1

500.00–549.90 ..................................... 2,880 4.4 1,410 6.9 1,470 3.3

550.00–599.90 ..................................... 2,520 3.9 1,020 5.0 1,500 3.3

600.00–649.90 ..................................... 2,410 3.7 950 4.7 1,460 3.3

650.00–699.90 ..................................... 2,640 4.0 1,050 5.1 1,590 3.5

700.00–749.90 ..................................... 2,510 3.8 870 4.3 1,640 3.7

750.00–799.90 ..................................... 2,330 3.6 590 2.9 1,740 3.9

800.00–849.90 ..................................... 2,290 3.5 720 3.5 1,570 3.5

850.00–899.90 ..................................... 2,490 3.8 680 3.3 1,810 4.0

900.00–949.90 ..................................... 2,480 3.8 540 2.6 1,940 4.3

950.00–999.90 ..................................... 2,230 3.4 460 2.3 1,770 3.9

1,000.00–1,049.90 ............................... 2,210 3.4 420 2.1 1,790 4.0

1,050.00–1,099.90 ............................... 2,260 3.5 410 2.0 1,850 4.1

1,100.00–1,149.90 ............................... 2,130 3.3 280 1.4 1,850 4.1

1,150.00–1,199.90 ............................... 3,110 4.8 360 1.8 2,750 6.1

1,200.00–1,249.90 ............................... 2,630 4.0 290 1.4 2,340 5.2

1,200.00–1,299.90 ............................... 3,020 4.6 360 1.8 2,660 5.9

1,300.00 or more.................................. 6,840 10.5 2,530 12.4 4,310 9.6

Women

Subtotal........................................... 37,330 100.0 8,460 100.0 28,870 100.0

Less than 350.00.................................. 7,940 21.3 2,750 32.5 5,190 18.0

350.00–399.90 ..................................... 1,140 3.1 330 3.9 810 2.8

400.00–449.90 ..................................... 1,800 4.8 180 2.1 1,620 5.6

450.00–499.90 ..................................... 2,340 6.3 370 4.4 1,970 6.8

500.00–549.90 ..................................... 2,830 7.6 440 5.2 2,390 8.3

550.00–599.90 ..................................... 3,400 9.1 370 4.4 3,030 10.5

600.00–649.90 ..................................... 2,590 6.9 380 4.5 2,210 7.7

650.00–699.90 ..................................... 2,610 7.0 370 4.4 2,240 7.8

700.00–749.90 ..................................... 1,990 5.3 320 3.8 1,670 5.8

750.00–799.90 ..................................... 1,670 4.5 320 3.8 1,350 4.7

800.00–849.90 ..................................... 1,290 3.5 340 4.0 950 3.3

850.00–899.90 ..................................... 1,430 3.8 420 5.0 1,010 3.5

900.00–949.90 ..................................... 900 2.4 230 2.7 670 2.3

950.00–999.90 ..................................... 1,090 2.9 230 2.7 860 3.0

1,000.00–1,049.90 ............................... 740 2.0 230 2.7 510 1.8

1,050.00–1,099.90 ............................... 630 1.7 180 2.1 450 1.6

1,100.00–1,149.90 ............................... 570 1.5 110 1.3 460 1.6

1,150.00–1,199.90 ............................... 580 1.6 120 1.4 460 1.6

1,200.00–1,249.90 ............................... 470 1.3 150 1.8 320 1.1

1,200.00–1,299.90 ............................... 380 1.0 120 1.4 260 0.9

1,300.00 or more.................................. 940 2.5 500 5.9 440 1.5
6.E OASDI: Benefits Withheld

Social Security Bulletin • Annual Statistical Supplement • 2002 273

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana Nichele 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 Nichele 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, type of benefit, 

and age, December 2001

Reason payment 

withheld Total

Retired workers

Disabled

workers

Wives and husbands

Children

Widowed

mothers

and

fathers

Widow-

(er)s

Parents

Special

age-72

benefiTotal Men Women Total ciaries

Wives

HusbandsWithout

children a

 a. Aged 62 or older.

With

children b

 b. Under age 65 with entitled children in their care.

Total ........................ 1,633,120 102,382 64,352 38,030 103,963 280,876 146,400 64,087 70,389 465,178 66,713 604,069 541 9,398

Earnings of—

Retired workers............ 42,073 39,248 22,990 16,258 . . . 1,767 1,496 186 85 1,058 . . . . . . . . . . . .

Other beneficiaries....... 94,715 . . . . . . . . . . . . 42,289 779 39,209 2,301 235 42,822 9,369 . . . . . .

Entitled child not in care

of beneficiary................ 29,693 . . . . . . . . . . . . 14,025 126 12,753 1,146 . . . 15,668 . . . . . . . . .

Payee not determined...... 9,086 796 411 385 1,688 52 35 9 8 6,263 13 271 c

 c. Not shown to avoid disclosure of information regarding particular individuals.

c

Recoupment of

overpayment for 

reasons other than

earnings ....................... 28,294 7,223 3,737 3,486 5,040 2,136 1,049 1,039 48 9,642 1,691 2,560 c c

Address unknown ............ 47,147 18,884 11,215 7,669 8,444 1,570 975 455 140 10,873 271 6,673 39 393

Determination of

continuing disability

pending ........................ 9,307 . . . . . . . . . 5,927 241 5 236 . . . 3,126 . . . 13 . . . . . .

Workers’ compensation

offset............................. 7,647 . . . . . . . . . 1,927 547 35 512 . . . 5,173 . . . . . . . . . . . .

Government pension

offset............................. 264,769 . . . . . . . . . . . . 176,423 113,024 . . . 63,399 . . . 87 84,812 . . . 3,447

Receipt of public

assistance .................... 3,798 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,798

Technical entitlement ....... 869,440 . . . . . . . . . . . . 25,107 17,331 6,002 1,774 355,110 1,479 487,593 107 44

Other reasons .................. 227,151 36,231 25,999 10,232 80,937 16,719 11,545 3,686 1,488 73,698 4,682 12,778 391 1,715

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

and type of benefit, December 2001

Reason payment witheld

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 .......................................... 220,002 60,874 22,304 54,741 202,412 83,887 56,972 17,542 4,964 14,445 7,911

Earnings of—

Retired workers.............................. 1,767 . . . 865 . . . . . . 164 . . . . . . 29 . . . . . .

Other beneficiaries......................... 7,564 34,725 33 53 70 18 15 . . . a

 a. Not shown to avoid disclosure of information regarding particular individuals.

24 a

Entitled child not in care of

beneficiary...................................... 2,452 11,573 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payee not determined........................ 42 10 292 2,711 2,188 163 810 81 a 9 a

Recoupment of overpayment for

reasons other than earnings .......... 1,187 949 401 2,394 6,268 95 246 96 10 65 67

Address unknown .............................. 1,127 443 502 2,635 5,417 314 1,450 244 32 166 113

Determination of continuing

disability pending............................ . . . 241 . . . . . . 2,461 103 398 145 . . . . . . 19

Workers’ compensation offset............ . . . 547 . . . . . . 5,029 . . . . . . 61 . . . . . . 83

Government pension offset................ 174,840 1,583 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Technical entitlement ......................... 17,627 7,480 16,280 33,781 145,192 80,483 45,610 13,347 4,257 10,957 5,203

Other reasons .................................... 13,396 3,323 3,931 13,167 35,787 2,547 8,443 3,568 629 3,224 2,403
6.F OASDI: Benefits Terminated

274 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana Nichele Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

Table 6.F1—Number of benefits terminated, by type, 1940–2001

Year Total

Retired

workers

Disabled

workers

Wives

and

husbands

Children

Widowed

mothers

and

fathers Widow(er)s Parents

Special

Total age-72

Under

age 18

Disabled

adult

children Students

Total............ 130,612,609 45,501,146 13,831,788 16,724,472 36,957,340 23,244,412 683,786 13,029,142 4,426,278 11,832,018 106,987 1,232,580

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
6.F OASDI: Benefits Terminated

Social Security Bulletin • Annual Statistical Supplement • 2002 275

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Dana Nichele 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 Nichele Mercer (410) 966-6377 or Robert L. Hackendorf (410) 965-5536.

Table 6.F2—Number, by reason for termination and type of benefit, 2001

Reason for termination Total

Retired

workers

Disabled

workers

Wives and

husbands Children

Widow(er)s

and parents

Widowed

mothers

and fathers

Special

age-72

beneficiaries

Total .......................................................................... 3,440,679 1,460,763 459,073 304,413 775,873 390,604 49,838 115

Death of beneficiary........................................................... 2,023,649 1,410,704 175,178 82,633 20,231 333,730 1,058 115

Termination resulting from death of worker........................ 178,808 . . . . . . 149,207 29,601 . . . . . . . . .

Marriage, remarriage, or divorce of beneficiary ................. 34,324 . . . . . . 4,480 16,185 4,253 9,406 . . .

Attainment of age—

18 by children................................................................. 403,267 . . . . . . . . . 403,267 . . . . . . . . .

19 by student.................................................................. 59,814 . . . . . . . . . 59,814 . . . . . . . . .

65 by disabled worker .................................................... 244,126 . . . 214,282 18,626 11,218 . . . . . . . . .

65 by disabled widow(er) ............................................... 13,118 . . . . . . . . . . . . 13,118 . . . . . .

Termination due to attainment of age 16 of child ............... 60,965 . . . . . . 26,080 . . . . . . 34,885 . . .

Entitlement to an equal or larger

Social Security benefit.................................................... 88,335 36,343 4,045 6,825 3,937 34,108 3,077 . . .

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)......................................... 103,764 . . . 58,597 2,908 42,018 241 . . . . . .

Disabled adult child........................................................ 3,826 . . . . . . . . . 3,826 . . . . . . . . .

Student no longer attending school.................................... 164,044 . . . . . . . . . 164,044 . . . . . . . . .

Other.................................................................................. 62,639 13,716 6,971 13,654 21,732 5,154 1,412 . . .

Table 6.F3—Number of wives, husbands, and children, by reason for termination and type of benefit, 2001

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 ............................................................ 252,196 52,217 49,668 199,396 266,236 5,808 17,501 9,679 27,769 117,162 82,654

Death of beneficiary............................................. 81,187 1,446 183 2,081 1,058 2,944 13,182 533 27 154 69

Termination resulting from

death of worker........................................... 143,313 5,894 . . . . . . 26,695 . . . . . . 1,715 . . . . . . 1,191

Marriage, remarriage, or

divorce of beneficiary.................................. 1,710 2,770 1,053 3,834 8,463 370 1,159 531 103 323 349

Attainment of age—

18 by children................................................... . . . . . . 45,528 189,391 168,348 . . . . . . . . . . . . . . . . . .

19 by student.................................................... . . . . . . . . . . . . . . . . . . . . . . . . 6,923 32,504 20,387

65 by disabled worker ...................................... . . . 18,626 . . . . . . 6,866 . . . . . . 3,963 . . . . . . 389

Termination due to attainment of 

age 16 of child ............................................ 9,213 16,867 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Entitlement to an equal or larger

Social Security benefit ................................ 5,532 1,293 1,516 258 880 585 293 292 63 11 39

Does not meet medical standards a 

Disabled worker ...............................................

 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.

. . . 2,908 . . . . . . 39,820 . . . . . . 1,812 . . . . . . 386

Disabled adult child.......................................... . . . . . . . . . . . . . . . 917 2,720 189 . . . . . . . . .

Student no longer attending school...................... . . . . . . . . . . . . . . . . . . . . . . . . 20,578 84,001 59,465

Other.................................................................... 11,241 2,413 1,388 3,832 14,106 992 147 644 75 169 379
7.A SSI: Summary

276 Social Security Bulletin • Annual Statistical Supplement • 2002

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 persons receiving federally administered payments, total amount, and average monthly 

amount, by source of payment, eligibility category, and age, December 2001

Source of payment Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older a

a. Includes approximately 18,300 blind and 712,400 disabled persons aged 65 or older.

Number of persons

Total ............................................................... 6,688,489 1,264,463 78,255 5,345,771 881,836 3,811,494 1,995,159

Federal payment only ............................................. 4,168,484 643,511 42,547 3,482,426 631,901 2,458,058 1,078,525

Federal payment and state supplementation.......... 2,241,654 521,314 30,264 1,690,076 247,551 1,218,480 775,623

State supplementation only..................................... 278,351 99,638 5,444 173,269 2,384 134,956 141,011

Total with—

Federal payment .................................................. 6,410,138 1,164,825 72,811 5,172,502 879,452 3,676,538 1,854,148

State supplementation.......................................... 2,520,005 620,952 35,708 1,863,345 249,935 1,353,436 916,634

Amount of payments b (thousands of dollars)

b. Includes retroactive payments.

Total ............................................................... 2,839,520 400,762 34,425 2,404,333 456,196 1,745,532 637,793

Federal payments ................................................... 2,537,423 318,398 28,043 2,190,982 441,738 1,578,858 516,827

State supplementation ............................................ 302,098 82,364 6,383 213,351 14,458 166,674 120,966

Average monthly amount c (dollars) 

c. Excludes retroactive payments.

Total ............................................................... 393.96 314.22 428.04 412.46 476.09 415.97 316.55

Federal payments ................................................... 366.31 271.13 374.72 387.80 462.23 389.41 276.17

State supplementation ............................................ 113.65 130.89 173.98 106.72 53.06 113.55 130.12

Table 7.A2—Number of individuals and couples receiving federally administered payments, total amount, and 

average monthly amount, by source of payment and eligibility category, December 2001

Source of payment

Aged Blind Disabled Blind and

disabled

Individual Couple Individual Couple Individual Couple under age 18

Number

Total ............................................................... 1,008,608 132,590 66,600 2,987 4,180,867 139,712 881,836

Federal payment only ............................................. 543,603 51,154 36,550 1,289 2,690,761 80,321 631,901

Federal payment and state supplementation.......... 390,099 69,110 25,142 1,437 1,333,929 52,231 247,551

State supplementation only..................................... 74,906 12,326 4,908 261 156,177 7,160 2,384

Total with—

Federal payment .................................................. 933,702 120,264 61,692 2,726 4,024,690 132,552 879,452

State supplementation.......................................... 465,005 81,436 30,050 1,698 1,490,106 59,391 249,935

Amount of payments a (thousands of dollars) 

a. Includes retroactive payments.

Total ............................................................... 312,337 93,254 28,885 2,405 1,853,394 93,048 456,196

Federal payments ................................................... 255,495 66,560 23,683 1,583 1,673,446 74,917 441,738

State supplementation ............................................ 56,842 26,694 5,202 822 179,948 18,131 14,458

Average monthly amount b (dollars) 

b. Excludes retroactive payments.

Total ............................................................... 307.03 695.18 422.70 783.09 405.58 634.35 476.09

Federal payments ................................................... 271.46 547.66 374.09 570.44 379.69 538.87 462.23

State supplementation ............................................ 120.47 323.53 168.90 465.12 112.36 291.34 53.06
7.A SSI: Summary

Social Security Bulletin • Annual Statistical Supplement • 2002 277

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.A3—Number of persons receiving payments, by source of payment and eligibility category, January 1974 

and December 1975–2001, selected years

Month and year Total

Federally

administered

Federal

SSI

State supplementation

Total

Federally administered State administered

Total, federally

administered

supplementation

Federal SSI

only

Total, state

administered

supplementation

State

administered

only

All persons

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

1996 ..................................... 6,676,729 6,613,718 6,325,531 2,731,681 2,421,470 288,187 310,211 63,011

1997 ..................................... 6,564,613 6,494,985 6,211,867 3,029,449 2,372,479 283,118 656,970 69,628

1998 ..................................... 6,649,465 6,566,069 6,289,070 3,072,392 2,411,707 276,999 660,685 83,396

1999 ..................................... 6,641,256 6,556,634 6,274,707 3,116,309 2,441,482 281,927 674,827 84,622

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

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

1996 ..................................... 1,446,321 1,412,632 1,296,462 752,760 638,173 116,170 114,587 33,689

1997 ..................................... 1,395,845 1,362,350 1,251,374 750,168 619,516 110,976 130,652 33,495

1998 ..................................... 1,369,206 1,331,782 1,225,578 756,209 617,984 106,204 138,225 37,424

1999 ..................................... 1,346,771 1,308,062 1,203,056 759,681 620,261 105,006 139,420 38,709

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

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

1996 ..................................... 82,815 82,137 76,180 40,173 36,759 5,957 3,414 678

1997 ..................................... 81,449 80,778 74,926 40,593 36,050 5,852 4,543 671

1998 ..................................... 81,029 80,243 74,623 40,828 36,193 5,620 4,635 786

1999 ..................................... 80,097 79,291 73,579 40,765 36,118 5,712 4,647 806

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

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

1996 ..................................... 5,145,850 5,118,949 4,952,889 1,933,493 1,746,538 166,060 186,955 26,901

1997 ..................................... 5,078,995 5,051,857 4,885,567 1,998,187 1,716,913 166,290 281,274 27,138

1998 ..................................... 5,190,815 5,154,044 4,988,869 2,067,530 1,757,530 165,175 310,000 36,771

1999 ..................................... 5,205,997 5,169,281 4,998,072 2,107,982 1,785,103 171,209 322,879 36,716

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
7.A SSI: Summary

278 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Stella M. Coleman (410) 965-0157 or Alfreda Brooks (410) 965-9849.

Table 7.A4—Total annual amount of payments, by source of payment and eligibility category, selected years 

1974–2001 (in thousands of dollars)

Year Total a Federal

SSI

State supplementation

Federally

administered

State

administered a

a. Includes data not distributed by category.

All persons

1974........................................................................ 5,245,719 3,833,161 1,263,652 148,906

1975........................................................................ 5,878,224 4,313,538 1,402,534 162,152

1980........................................................................ 7,940,734 5,866,354 1,848,286 226,094

1985........................................................................ 11,060,476 8,777,341 1,972,597 310,538

1990........................................................................ 16,598,680 12,893,805 3,239,154 465,721

1995........................................................................ 27,627,658 23,919,430 3,117,850 590,378

1996........................................................................ 28,791,924 25,264,878 2,987,596 539,450

1997........................................................................ 29,052,089 25,457,387 2,913,181 681,521

1998........................................................................ 30,216,345 26,404,793 3,003,415 808,137

1999........................................................................ 30,959,475 26,805,156 3,300,976 853,343

2000........................................................................ 31,564,439 27,290,248 3,381,451 892,740

2001........................................................................ 33,060,819 28,705,503 3,460,353 894,963

Aged

1974........................................................................ 2,503,407 1,782,742 631,292 89,373

1975........................................................................ 2,604,792 1,842,980 673,535 88,277

1980........................................................................ 2,734,270 1,860,194 756,829 117,247

1985........................................................................ 3,034,596 2,202,557 694,114 137,925

1990........................................................................ 3,736,104 2,521,382 1,038,006 176,716

1995........................................................................ 4,467,146 3,374,772 864,450 227,924

1996........................................................................ 4,507,202 3,449,407 833,091 224,705

1997........................................................................ 4,531,973 3,479,948 823,581 228,444

1998........................................................................ 4,424,877 3,327,856 838,375 258,646

1999........................................................................ 4,724,748 3,514,689 921,332 271,003

2000........................................................................ 4,811,048 3,595,384 942,530 283,073

2001........................................................................ 4,958,644 3,708,527 955,549 294,568

Blind

1974........................................................................ 130,195 91,308 34,483 4,404

1975........................................................................ 130,936 92,427 34,813 3,696

1980........................................................................ 190,075 131,506 54,321 4,248

1985........................................................................ 264,162 195,183 64,657 4,322

1990........................................................................ 334,120 238,415 90,534 5,171

1995........................................................................ 375,512 298,238 69,203 8,071

1996........................................................................ 371,869 298,897 65,894 7,077

1997........................................................................ 374,857 302,656 65,189 7,012

1998........................................................................ 366,452 291,050 67,137 8,265

1999........................................................................ 391,181 308,556 73,028 8,557

2000........................................................................ 394,484 312,144 73,688 8,636

2001........................................................................ 407,371 323,895 74,729 8,747

Disabled

1974........................................................................ 2,601,936 1,959,112 597,876 44,948

1975........................................................................ 3,142,476 2,378,131 694,186 70,159

1980........................................................................ 5,013,948 3,874,655 1,037,137 102,156

1985........................................................................ 7,754,588 6,379,601 1,213,826 161,161

1990........................................................................ 12,520,568 10,134,007 2,110,615 275,946

1995........................................................................ 22,778,547 20,246,415 2,184,197 347,935

1996........................................................................ 23,905,578 21,516,579 2,088,610 300,389

1997........................................................................ 24,006,254 21,685,421 2,024,410 296,423

1998........................................................................ 25,304,721 22,785,879 2,097,903 420,939

1999........................................................................ 25,722,400 22,598,270 2,306,616 452,640

2000........................................................................ 26,189,350 23,399,442 2,365,233 479,635

2001........................................................................ 27,611,303 24,695,630 2,430,077 485,596
7.A SSI: Summary

Social Security Bulletin • Annual Statistical Supplement • 2002 279

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 amount, by source of payment and eligibility category, December 1975–2001, 

selected years (in dollars)

Year Total

Federally

administered

Federal

SSI

State supplementation

Total

Federally

administered

State

administereda

a. Includes data not distributed by category.

Total

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

1996......................................... 347.62 343.88 322.11 104.82 98.80 152.91

1997......................................... 356.96 350.58 327.53 101.46 101.92 99.82

1998......................................... 365.28 359.45 336.06 102.47 102.33 102.97

1999......................................... 374.96 368.53 341.86 110.44 110.92 108.70

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

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

1996......................................... 267.69 260.27 228.25 120.53 111.74 168.66

1997......................................... 275.83 268.46 235.45 120.11 114.35 147.09

1998......................................... 285.95 277.45 243.28 123.29 115.29 158.80

1999......................................... 298.23 289.19 249.36 133.51 125.90 167.17

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

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

1996......................................... 366.59 362.07 326.16 141.92 138.18 171.65

1997......................................... 385.42 381.65 337.79 149.55 152.83 123.70

1998......................................... 395.20 390.19 344.77 154.21 154.33 153.18

1999......................................... 407.19 401.99 350.72 166.66 167.64 159.15

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

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

1996......................................... 368.65 365.49 345.36 98.32 93.63 142.92

1997......................................... 375.45 372.52 351.28 95.09 96.29 87.88

1998......................................... 384.67 380.46 359.07 99.32 96.63 114.30

1999......................................... 393.18 388.29 364.24 107.06 104.52 120.92

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
7.A SSI: Summary

280 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 1974–2001

Year Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

All awards ............................ 23,041,300 7,041,170 283,770 15,575,910 2,653,770 13,417,740 6,969,790

Awards based on

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.

3,150,690 1,760,970 77,810 1,311,910 3,160 1,303,490 1,844,040

Federal applications

1974....................................... 1,337,630 770,880 8,700 558,050 66,970 497,910 772,750

1975....................................... 927,770 350,130 9,090 568,550 62,900 513,590 351,280

1976....................................... 674,560 222,900 7,040 444,620 45,060 408,010 221,490

1977....................................... 643,480 214,220 8,250 280,560 50,960 381,620 210,900

1978....................................... 566,110 193,670 7,910 364,530 47,060 329,170 189,880

1979....................................... 517,010 177,140 7,870 332,000 45,810 299,330 171,870

1980....................................... 526,780 185,340 8,850 332,590 46,240 299,950 180,590

1981....................................... 411,500 122,690 8,250 280,560 39,020 254,880 117,600

1982....................................... 342,650 103,350 6,810 232,490 35,680 206,550 100,420

1983....................................... 458,590 152,800 7,760 298,030 42,110 267,620 148,860

1984....................................... 586,700 217,210 8,950 360,540 45,750 331,340 209,610

1985....................................... 527,790 155,880 8,290 363,620 46,580 335,340 145,870

1986....................................... 603,560 159,740 7,780 436,040 51,060 404,470 148,030

1987....................................... 589,460 166,250 8,420 414,790 48,490 386,970 154,000

1988....................................... 578,340 168,570 7,150 402,620 47,570 374,290 156,480

1989....................................... 629,500 188,040 7,040 434,420 51,530 401,060 176,910

1990....................................... 718,300 193,380 7,980 516,940 76,120 459,800 182,380

1991....................................... 822,880 189,860 7,570 625,450 126,190 518,610 178,080

1992....................................... 1,049,250 190,170 8,260 850,820 221,120 650,260 177,870

1993....................................... 1,054,190 185,770 7,040 861,380 236,250 644,810 173,130

1994....................................... 944,780 158,400 6,600 779,780 203,220 595,620 145,940

1995....................................... 893,440 142,140 5,950 745,350 177,620 586,120 129,700

1996....................................... 798,000 124,020 5,540 668,440 144,300 535,270 118,430

1997....................................... 673,390 93,810 4,870 574,710 116,350 461,580 95,460

1998....................................... 739,680 108,920 6,320 624,440 135,650 489,950 114,080

1999....................................... 757,580 120,630 5,840 631,110 139,480 494,180 123,920

2000....................................... 747,170 116,470 5,830 624,870 144,560 483,170 119,440

2001....................................... 770,520 107,820 6,000 656,700 156,970 502,770 110,780
7.A SSI: Summary

Social Security Bulletin • Annual Statistical Supplement • 2002 281

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.A9—Number of persons receiving federally administered payments, by eligibility category and age,

December 1974–2001

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
7.B SSI: State Data

282 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 7.B1—Number of persons receiving federally administered payments and total annual amount, by eligibility 

category and state or other area, 2001

State or area

Number in December

Amount of payments for calendar year

 (thousands of dollars)

Total Aged Blind a

 a. Includes approximately 18,300 blind persons aged 65 or older.

Disabled b

 b. Includes approximately 712,400 disabled persons aged 65 or older.

Total Aged Blind Disabled

 All areas c .......................

 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.

6,688,489 1,264,463 78,255 5,345,771 32,165,843 4,664,076 398,624 27,103,152

Alabama..................................... 161,521 24,500 1,115 135,906 698,244 50,446 4,522 643,276

Alaska ........................................ 9,123 1,483 124 7,516 40,434 4,172 526 35,737

Arizona....................................... 84,796 13,186 967 70,643 382,249 41,061 4,613 336,575

Arkansas.................................... 85,088 13,075 954 71,059 341,104 23,759 3,959 313,386

California.................................... 1,106,294 335,458 21,896 748,940 6,684,637 1,785,000 144,632 4,755,004

Colorado .................................... 53,466 8,772 551 44,143 236,648 27,961 2,512 206,175

Connecticut................................ 49,586 6,973 510 42,103 227,245 24,629 2,356 200,259

Delaware.................................... 12,197 1,323 122 10,752 53,110 3,475 512 49,123

District of Columbia.................... 19,973 2,356 195 17,422 97,542 7,022 915 89,604

Florida........................................ 386,334 93,118 3,198 290,018 1,724,213 321,572 13,984 1,388,656

Georgia ...................................... 198,063 32,433 2,233 163,397 826,310 73,750 9,724 742,836

Hawaii ........................................ 21,303 6,812 180 14,311 106,664 28,142 898 77,624

Idaho.......................................... 18,840 1,843 204 16,793 80,917 4,118 832 75,967

Illinois......................................... 249,004 31,980 2,405 214,619 1,207,560 118,030 11,164 1,078,366

Indiana ....................................... 89,118 6,889 1,060 81,169 399,185 16,591 4,442 378,152

Iowa ........................................... 40,716 4,283 798 35,635 167,326 9,525 3,174 154,627

Kansas....................................... 36,600 3,663 370 32,567 157,986 9,508 1,703 146,774

Kentucky .................................... 175,925 17,700 1,409 156,816 778,881 37,733 6,092 735,056

Louisiana.................................... 166,181 23,191 1,865 141,125 741,283 52,366 8,127 680,790

Maine ......................................... 30,138 3,154 231 26,753 122,659 5,594 972 116,093

Maryland .................................... 89,180 15,601 742 72,837 419,779 52,414 3,318 364,047

Massachusetts........................... 166,874 45,470 4,160 117,244 833,337 178,250 22,317 632,770

Michigan..................................... 210,492 18,768 1,861 189,863 1,021,227 58,667 8,632 953,928

Minnesota .................................. 65,538 10,081 728 54,729 288,792 32,270 3,228 253,293

Mississippi.................................. 128,449 20,739 1,212 106,498 529,598 41,665 4,921 483,012

Missouri...................................... 113,258 12,007 984 100,267 495,343 27,930 4,174 463,240

Montana..................................... 14,206 1,304 130 12,772 60,977 2,736 554 57,687

Nebraska.................................... 21,471 2,307 246 18,918 90,012 5,449 1,020 83,543

Nevada....................................... 27,161 7,263 680 19,218 120,453 24,184 3,489 92,779

New Hampshire ......................... 11,942 944 126 10,872 52,167 2,395 571 49,200

New Jersey ................................ 147,747 34,101 1,067 112,579 700,334 130,530 4,903 564,901

New Mexico ............................... 47,579 8,814 554 38,211 205,259 23,264 2,519 179,476

New York.................................... 622,764 137,622 3,271 481,871 3,319,861 588,707 16,163 2,714,991

North Carolina............................ 191,630 31,916 2,068 157,646 769,394 66,985 8,474 693,936

North Dakota.............................. 8,129 1,277 86 6,766 31,104 2,862 348 27,894

Ohio ........................................... 241,763 16,929 2,193 222,641 1,161,754 48,828 10,007 1,102,919

Oklahoma................................... 72,756 10,072 844 61,840 315,739 22,797 3,773 289,170

Oregon....................................... 54,099 7,440 635 46,024 245,903 23,004 2,855 220,044

Pennsylvania.............................. 294,467 35,239 2,441 256,787 1,464,383 111,364 11,576 1,341,443

Rhode Island.............................. 28,623 4,511 216 23,896 141,034 15,597 989 124,448

South Carolina ........................... 106,881 15,949 1,574 89,358 445,746 34,064 6,647 405,035

South Dakota ............................. 12,698 1,921 100 10,677 51,007 4,015 439 46,553

Tennessee.................................. 162,920 21,487 1,677 139,756 688,892 44,553 7,333 637,005

Texas.......................................... 418,235 113,587 5,868 298,780 1,682,894 304,581 25,161 1,353,152

Utah ........................................... 20,545 2,096 255 18,194 92,732 7,363 1,205 84,164

Vermont...................................... 12,554 1,464 116 10,974 53,760 3,191 471 50,098

Virginia....................................... 132,808 23,834 1,439 107,535 555,064 67,290 6,084 481,690

Washington ................................ 104,700 14,303 975 89,422 521,401 58,397 4,643 458,361

West Virginia.............................. 72,953 5,232 595 67,126 335,311 10,827 2,660 321,824

Wisconsin................................... 85,333 9,310 957 75,066 370,606 23,817 4,199 342,590

Wyoming ................................... 5,790 525 52 5,213 24,546 997 207 23,341

Outlying area

Northern Mariana Islands....... 677 158 16 503 3,252 635 85 2,531
7.B SSI: State Data

Social Security Bulletin • Annual Statistical Supplement • 2002 283

SOURCE: Data reported to the Social Security Administration by individual states. All data subject to revision. 

NOTE: . . . = not applicable.

CONTACT: Alfreda Brooks (410) 965-9849.

Table 7.B2—Number of persons receiving state-administered supplementation and total amount of payments, 

by eligibility category and state, 2001 (in thousands of dollars)

State

Number in December

Amount of payments for calendar year

(thousands of dollars)

Total a

 a. Includes data not distributed by category.

Aged Blind Disabled Total a Aged Blind Disabled

All relevant states........ 689,163 143,654 4,564 333,294 894,963 294,568 8,747 485,596

Alabama.......................... 672 265 10 397 503 212 7 284

Alaska ............................. 14,560 4,714 87 9,759 52,424 16,662 353 35,409

Arizona............................ 457 . . . . . . 457 374 . . . . . . 374

Colorado ......................... 32,389 24,053 17 8,319 78,667 56,640 45 21,982

Connecticut..................... 20,917 6,022 130 14,765 84,267 29,299 541 54,427

Florida............................. 15,279 6,918 8 8,353 27,962 12,165 17 15,780

Idaho............................... 11,061 2,127 27 8,907 8,940 7,628 18 1,294

Illinois.............................. 34,686 7,675 154 26,857 29,655 7,828 173 21,654

Indiana ............................ 1,140 525 6 609 3,780 1,397 14 2,369

Iowa ................................ 4,416 1,176 . . . 3,240 16,599 b bb

Kentucky ......................... 4,742 1,987 35 2,720 17,802 7,484 79 10,239

Louisiana......................... 5,090 b

 b. Data not available.

b b 482 b bb

Maine .............................. 38,649 8,402 129 30,118 9,027 3,073 54 5,900

Maryland ......................... 3,006 bbb 8,080 b bb

Michigan.......................... 195,701 bbb 78,467 b bb

Minnesota ....................... 36,392 8,239 172 29,981 80,438 9,506 249 70,683

Missouri c .......................

 c. Excludes optional supplementation data.

8,963 3,123 865 4,975 25,712 8,993 3,309 13,410

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 .................... 197 bbb 233 b bb

North Carolina................. 23,691 13,099 107 10,485 135,725 71,040 839 63,846

North Dakota c ............... 355 151 1 203 1,930 830 15 1,085

Oklahoma........................ 72,089 20,746 500 50,843 37,400 9,743 291 27,366

Oregon ............................... 16,972 4,710 706 11,556 20,276 17,811 387 2,078

South Carolina ................ 3,483 1,799 16 1,668 13,108 6,597 63 6,448

South Dakota .................. 3,647 bbb 2,191 b bb

Virginia............................ 6,813 3,115 16 3,682 20,677 8,874 49 11,754

Washington ..................... 54 10 2 42 350 23 1 326

Wisconsin........................ 106,515 15,243 1,163 90,109 121,315 15,524 1,456 104,335

Wyoming......................... 2,869 64 27 2,778 675 16 7 652
7.B SSI: State Data

284 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Art Kahn (410) 965-0186.

Table 7.B3—Number of persons receiving federally administered payments and average monthly amount, 

by state or other area, December 2001

State or area

Total Federal SSI State supplementation Number with—

Number

Average

monthly

amount

(dollars) Number

Average

monthly

amount

(dollars) Number

Average

monthly

amount

(dollars)

Federal

SSI only

Federal SSI

and state

supplementation

State

supplementation

only

All areas....................... 6,688,489 393.96 6,410,138 366.31 2,520,005 113.65 4,168,484 2,241,654 278,351

Alabama................................ 161,521 342.90 161,521 342.89 . . . . . . 161,519 . . . . . .

Alaska ................................... 9,123 359.31 9,123 359.29 . . . . . . 9,123 . . . . . .

Arizona.................................. 84,796 374.72 84,796 374.73 . . . . . . 84,794 . . . . . .

Arkansas............................... 85,088 324.61 85,087 324.61 9 36.64 85,079 8 1

California............................... 1,106,294 499.77 925,433 382.23 1,105,325 179.76 969 924,464 180,861

Colorado ............................... 53,466 355.70 53,466 355.69 . . . . . . 53,465 . . . . . .

Connecticut........................... 49,586 375.96 49,586 375.96 . . . . . . 49,586 . . . . . .

Delaware............................... 12,197 362.24 12,070 359.04 653 126.45 11,544 526 127

District of Columbia............... 19,973 394.61 19,849 382.87 1,732 163.17 18,241 1,608 124

Florida................................... 386,334 366.75 386,334 366.75 3 28.43 386,331 . . . . . .

Georgia ................................. 198,063 338.42 198,062 338.42 17 34.82 198,046 16 1

Hawaii ................................... 21,303 411.55 20,509 377.94 19,798 51.39 1,505 19,004 794

Idaho..................................... 18,840 350.66 18,840 350.66 . . . . . . 18,838 . . . . . .

Illinois.................................... 249,004 400.65 249,004 400.65 . . . . . . 249,003 . . . . . .

Indiana .................................. 89,118 367.45 89,118 367.45 . . . . . . 89,118 . . . . . .

Iowa ...................................... 40,716 338.89 40,445 335.57 1,622 141.18 39,094 1,351 271

Kansas.................................. 36,600 353.45 36,599 353.45 11 34.85 36,589 10 1

Kentucky ............................... 175,925 364.25 175,925 364.24 . . . . . . 175,925 . . . . . .

Louisiana............................... 166,181 359.52 166,179 359.52 22 22.42 166,159 20 2

Maine .................................... 30,138 330.72 30,138 330.71 . . . . . . 30,138 . . . . . .

Maryland ............................... 89,180 379.02 89,179 379.02 35 40.15 89,145 34 1

Massachusetts...................... 166,874 409.80 147,920 370.02 166,590 81.90 284 147,636 18,954

Michigan................................ 210,492 398.60 206,339 396.06 18,374 118.99 192,118 14,221 4,153

Minnesota ............................. 65,538 366.42 65,538 366.42 . . . . . . 65,536 . . . . . .

Mississippi............................. 128,449 336.49 128,447 336.49 21 39.43 128,428 19 2

Missouri................................. 113,258 357.05 113,258 357.04 . . . . . . 113,258 . . . . . .

Montana................................ 14,206 349.97 14,107 347.69 905 75.91 13,301 806 99

Nebraska............................... 21,471 339.03 21,471 339.03 . . . . . . 21,471 . . . . . .

Nevada.................................. 27,161 364.76 26,335 360.00 7,795 53.59 19,366 6,969 826

New Hampshire .................... 11,942 349.52 11,942 349.52 . . . . . . 11,941 . . . . . .

New Jersey ........................... 147,747 387.95 140,352 362.39 147,038 44.38 709 139,643 7,395

New Mexico .......................... 47,579 350.29 47,579 350.28 . . . . . . 47,579 . . . . . .

New York............................... 622,764 435.05 577,122 390.79 617,587 73.64 5,177 571,945 45,642

North Carolina....................... 191,630 325.51 191,630 325.51 . . . . . . 191,630 . . . . . .

North Dakota......................... 8,129 310.10 8,129 310.10 . . . . . . 8,129 . . . . . .

Ohio ...................................... 241,763 392.06 241,762 392.06 25 44.27 241,738 24 1

Oklahoma.............................. 72,756 348.99 72,755 348.98 . . . . . . 72,754 . . . . . .

Oregon.................................. 54,099 369.79 54,099 369.79 . . . . . . 54,098 . . . . . .

Pennsylvania......................... 294,467 408.22 281,918 385.71 289,431 39.89 5,036 276,882 12,549

Rhode Island......................... 28,623 401.60 25,874 366.41 28,580 70.58 43 25,831 2,749

South Carolina ...................... 106,881 338.52 106,881 338.52 . . . . . . 106,879 . . . . . .

South Dakota ........................ 12,698 327.31 12,698 327.27 12 33.45 12,686 12 .

Tennessee............................. 162,920 346.52 162,919 346.52 10 31.36 162,910 9 1

Texas..................................... 418,235 326.80 418,235 326.80 . . . . . . 418,234 . . . . . .

Utah ...................................... 20,545 367.38 20,537 367.25 1,543 2.76 19,002 1,535 8

Vermont................................. 12,554 354.53 11,303 327.44 12,506 60.22 48 11,255 1,251

Virginia.................................. 132,808 344.18 132,808 344.18 . . . . . . 132,805 . . . . . .

Washington ........................... 104,700 413.66 102,163 392.70 100,336 31.96 4,364 97,799 2,537

West Virginia......................... 72,953 373.25 72,953 373.25 . . . . . . 72,951 . . . . . .

Wisconsin.............................. 85,333 359.30 85,333 359.29 . . . . . . 85,331 . . . . . .

Wyoming .............................. 5,790 342.71 5,790 342.70 . . . . . . 5,790 . . . . . .

Outlying area

Northern Mariana Islands.. 677 423.42 677 423.42 . . . . . . 677 . . . . . .
7.B SSI: State Data

Social Security Bulletin • Annual Statistical Supplement • 2002 285

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Stella M. Coleman (410) 965-0157 or Alfreda Brooks (410) 965-9849.

Table 7.B7—Total amount, federal payments, and state supplementation, by state or other area, 2001 (in thousands 

of dollars)

State or area Total

Federal

SSI

State supplementation

Federally

administered

State

administered

All areas................................................................ 33,060,819 28,705,503 3,460,353 894,963

Alabama......................................................................... 698,747 698,244 . . . 503

Alaska ............................................................................ 92,858 40,434 . . . 52,424

Arizona........................................................................... 382,623 382,249 . . . 374

Arkansas........................................................................ 341,104 341,103 1 . . .

California........................................................................ 6,684,637 4,275,710 2,408,927 . . .

Colorado ........................................................................ 315,315 236,648 . . . 78,667

Connecticut.................................................................... 311,512 227,245 . . . 84,267

Delaware........................................................................ 53,110 52,087 1,023 . . .

District of Columbia........................................................ 97,542 94,145 3,397 . . .

Florida............................................................................ 1,752,175 1,724,204 9 27,962

Georgia .......................................................................... 826,310 826,306 4 . . .

Hawaii ............................................................................ 106,664 94,416 12,248 . . .

Idaho.............................................................................. 89,857 80,917 . . . 8,940

Illinois............................................................................. 1,237,215 1,207,560 . . . 29,655

Indiana ........................................................................... 402,965 399,185 . . . 3,780

Iowa ............................................................................... 183,925 164,585 2,741 16,599

Kansas........................................................................... 157,989 157,989 . . . . . .

Kentucky ........................................................................ 796,683 778,881 . . . 17,802

Louisiana........................................................................ 741,775 741,293 . . . 482

Maine ............................................................................. 131,686 122,659 . . . 9,027

Maryland ........................................................................ 427,859 419,771 8 8,080

Massachusetts............................................................... 833,337 667,633 165,704 . . .

Michigan......................................................................... 1,099,694 994,836 26,391 78,467

Minnesota ...................................................................... 369,230 288,792 . . . 80,438

Mississippi...................................................................... 529,598 529,594 4 . . .

Missouri.......................................................................... 521,055 495,343 . . . 25,712

Montana......................................................................... 60,977 60,151 826 . . .

Nebraska........................................................................ 96,319 90,012 . . . 6,307

Nevada........................................................................... 120,453 115,385 5,068 . . .

New Hampshire ............................................................. 63,764 52,167 . . . 11,597

New Jersey .................................................................... 700,334 620,880 79,454 . . .

New Mexico ................................................................... 205,492 205,259 . . . 233

New York........................................................................ 3,319,861 2,765,299 554,562 . . .

North Carolina................................................................ 905,119 769,394 . . . 135,725

North Dakota.................................................................. 33,034 31,104 . . . 1,930

Ohio ............................................................................... 1,161,754 1,161,747 7 . . .

Oklahoma....................................................................... 353,139 315,739 . . . 37,400

Oregon........................................................................... 266,179 245,903 . . . 20,276

Pennsylvania.................................................................. 1,464,383 1,327,518 136,865 . . .

Rhode Island.................................................................. 141,034 116,473 24,561 . . .

South Carolina ............................................................... 458,854 445,746 . . . 13,108

South Dakota ................................................................. 53,198 51,001 6 2,191

Tennessee...................................................................... 688,916 688,914 2 . . .

Texas.............................................................................. 1,682,894 1,682,894 . . . . . .

Utah ............................................................................... 92,732 92,677 55 . . .

Vermont.......................................................................... 53,760 44,574 9,186 . . .

Virginia........................................................................... 575,741 555,064 . . . 20,677

Washington .................................................................... 521,751 492,011 29,390 350

West Virginia.................................................................. 335,311 335,311 . . . . . .

Wisconsin....................................................................... 491,921 370,606 . . . 121,315

Wyoming........................................................................ 25,221 24,546 . . . 675

Outlying area

Northern Mariana Islands........................................... 3,252 3,252 . . . . . .
7.B SSI: State Data 

286 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Art Kahn (410) 965-0186.

Table 7.B8—Number of blind and disabled persons under age 18 receiving federally administered 

payments, by state or other area, December 2001

State or area Total Blind Disabled

All areas.................................................................................. 881,836 6,804 875,032

Alabama........................................................................................... 25,285 63 25,222

Alaska .............................................................................................. 970 11 959

Arizona............................................................................................. 13,408 114 13,294

Arkansas.......................................................................................... 13,822 84 13,738

California.......................................................................................... 85,790 1,704 84,086

Colorado .......................................................................................... 6,481 45 6,436

Connecticut...................................................................................... 5,859 59 5,800

Delaware.......................................................................................... 2,656 10 2,646

District of Columbia.......................................................................... 3,414 13 3,401

Florida.............................................................................................. 69,066 233 68,833

Georgia ............................................................................................ 28,626 237 28,389

Hawaii .............................................................................................. 1,287 20 1,267

Idaho................................................................................................ 3,202 37 3,165

Illinois............................................................................................... 39,026 175 38,851

Indiana ............................................................................................. 17,190 118 17,072

Iowa ................................................................................................. 5,656 87 5,569

Kansas............................................................................................. 6,159 39 6,120

Kentucky .......................................................................................... 23,571 66 23,505

Louisiana.......................................................................................... 27,606 119 27,487

Maine ............................................................................................... 3,000 21 2,979

Maryland .......................................................................................... 13,715 46 13,669

Massachusetts................................................................................. 15,718 489 15,229

Michigan........................................................................................... 33,729 128 33,601

Minnesota ........................................................................................ 8,755 79 8,676

Mississippi........................................................................................ 19,601 51 19,550

Missouri............................................................................................ 16,904 74 16,830

Montana........................................................................................... 1,855 14 1,841

Nebraska.......................................................................................... 3,339 25 3,314

Nevada............................................................................................. 4,266 103 4,163

New Hampshire ............................................................................... 1,640 18 1,622

New Jersey ...................................................................................... 20,271 67 20,204

New Mexico ..................................................................................... 5,625 39 5,586

New York.......................................................................................... 66,957 186 66,771

North Carolina.................................................................................. 30,330 193 30,137

North Dakota.................................................................................... 919 11 908

Ohio ................................................................................................. 40,794 246 40,548

Oklahoma......................................................................................... 10,411 115 10,296

Oregon............................................................................................. 6,864 71 6,793

Pennsylvania.................................................................................... 43,976 179 43,797

Rhode Island.................................................................................... 3,444 11 3,433

South Carolina ................................................................................. 17,223 164 17,059

South Dakota ................................................................................... 1,964 6 1,958

Tennessee........................................................................................ 21,233 170 21,063

Texas................................................................................................ 50,322 696 49,626

Utah ................................................................................................. 3,501 36 3,465

Vermont............................................................................................ 1,289 13 1,276

Virginia............................................................................................. 19,793 114 19,679

Washington ...................................................................................... 12,028 76 11,952

West Virginia.................................................................................... 7,698 52 7,646

Wisconsin......................................................................................... 14,563 71 14,492

Wyoming ......................................................................................... 880 2 878

Outlying area

Northern Mariana Islands............................................................. 154 4 150
7.B SSI: State Data

Social Security Bulletin • Annual Statistical Supplement • 2002 287

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 eligibility category, age, and state or other area, 2001

State or area Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

 All areas............................. 770,520 107,820 6,000 656,700 156,970 502,770 110,780

Alabama........................................ 21,360 1,450 70 19,840 4,790 15,070 1,500

Alaska ........................................... 1,570 160 0 1,410 280 1,130 160

Arizona.......................................... 12,630 1,310 110 11,210 2,460 8,830 1,340

Arkansas....................................... 10,480 860 100 9,520 2,470 7,140 870

California....................................... 102,670 29,010 1,130 72,530 14,630 58,490 29,550

Colorado ....................................... 6,090 740 60 5,290 1,140 4,190 760

Connecticut................................... 6,710 610 40 6,060 1,200 4,890 620

Delaware....................................... 1,700 130 10 1,560 410 1,160 130

District of Columbia....................... 2,480 300 20 2,160 650 1,510 320

Florida........................................... 50,950 8,580 280 42,090 12,270 29,850 8,830

Georgia ......................................... 24,210 2,140 250 21,820 5,170 16,840 2,200

Hawaii ........................................... 3,030 710 0 2,320 340 1,980 710

Idaho............................................. 2,670 270 20 2,380 500 1,900 270

Illinois............................................ 26,910 2,760 300 23,850 7,120 17,030 2,760

Indiana .......................................... 11,450 670 100 10,680 2,830 7,930 690

Iowa .............................................. 5,130 470 60 4,600 970 3,690 470

Kansas.......................................... 4,980 330 50 4,600 1,150 3,480 350

Kentucky ....................................... 19,060 1,510 50 17,500 4,200 13,320 1,540

Louisiana....................................... 17,720 1,750 120 15,850 4,540 11,400 1,780

Maine ............................................ 3,700 310 60 3,330 550 2,840 310

Maryland ....................................... 11,920 1,580 50 10,290 2,500 7,810 1,610

Massachusetts.............................. 17,690 2,490 180 15,020 2,960 12,180 2,550

Michigan........................................ 22,980 2,000 160 20,820 5,270 15,600 2,110

Minnesota ..................................... 8,300 810 50 7,440 1,680 5,800 820

Mississippi..................................... 15,520 1,120 50 14,350 4,000 10,400 1,120

Missouri......................................... 14,930 900 100 13,930 3,030 10,990 910

Montana........................................ 2,030 130 10 1,890 370 1,530 130

Nebraska....................................... 3,340 370 20 2,950 670 2,280 390

Nevada.......................................... 5,470 820 130 4,520 910 3,740 820

New Hampshire ............................ 1,960 70 10 1,880 380 1,510 70

New Jersey ................................... 18,230 3,290 110 14,830 3,520 11,330 3,380

New Mexico .................................. 5,480 650 50 4,780 1,050 3,780 650

New York....................................... 60,240 12,040 170 48,030 9,670 37,610 12,960

North Carolina............................... 23,570 2,330 90 21,150 5,390 15,800 2,380

North Dakota................................. 890 120 0 770 170 600 120

Ohio .............................................. 25,490 1,460 180 23,850 6,380 17,620 1,490

Oklahoma...................................... 8,500 800 70 7,630 1,560 6,100 840

Oregon.......................................... 8,270 980 70 7,220 1,450 5,820 1,000

Pennsylvania................................. 39,290 3,800 190 35,300 9,680 25,670 3,940

Rhode Island................................. 3,110 510 20 2,580 690 1,910 510

South Carolina .............................. 12,190 990 70 11,130 2,570 8,630 990

South Dakota ................................ 1,670 210 20 1,440 460 990 220

Tennessee..................................... 16,910 1,750 260 14,900 3,710 11,420 1,780

Texas............................................. 54,430 9,420 710 44,300 9,640 35,170 9,620

Utah .............................................. 2,560 210 20 2,330 790 1,560 210

Vermont......................................... 1,440 120 10 1,310 290 1,030 120

Virginia.......................................... 16,490 2,110 110 14,270 3,890 10,460 2,140

Washington ................................... 14,300 1,430 90 12,780 2,830 9,980 1,490

West Virginia................................. 7,680 400 80 7,200 1,250 6,020 410

Wisconsin...................................... 9,280 740 80 8,460 2,350 6,190 740

Wyoming ...................................... 760 60 10 690 150 550 60

Outlying area

Northern Mariana Islands.......... 100 40 0 60 40 20 40
7.C SSI: Benefit Distributions

288 Social Security Bulletin • Annual Statistical Supplement • 2002

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 eligibility category and monthly amount, December 2001

Monthly amount (dollars) Total

Adult individuals

Blind and disabled,

Aged Blind Disabled under age 18

Number............................................ 5,899,536 933,702 61,692 4,024,690 879,452

Total percent .................................... 100.0 100.0 100.0 100.0 100.0

Less than 50.00 .......................................... 9.1 15.3 9.1 9.1 2.5

50.00–99.99................................................ 6.7 11.4 6.2 6.8 1.2

100.00–149.99............................................ 5.4 10.2 5.1 5.1 1.4

150.00–199.99............................................ 4.5 8.3 4.4 4.2 1.7

200.00–249.99............................................ 4.2 6.3 4.8 4.1 1.9

250.00–299.99............................................ 3.3 5.3 3.4 3.1 2.4

300.00–349.99............................................ 2.7 3.1 2.8 2.6 2.8

350.00–399.99............................................ 6.8 9.9 8.1 6.0 7.1

400.00–449.99............................................ 2.1 1.4 1.9 1.6 5.1

450.00–499.99............................................ 2.1 1.0 1.5 1.5 6.1

500.00–530.99............................................ 1.3 0.5 1.1 1.0 3.5

531.00 a ......................................................

a. Individuals living in their own household with no countable income were eligible for a federal SSI payment of $531 in calendar year 2001.

51.8 27.2 51.6 54.9 64.2

Table 7.C2—Number and percentage distribution of couples receiving federal SSI payments, by eligibility category 

and monthly amount, December 2001

Monthly amount (dollars) Total Aged Blind Disabled

Number........................................................ 255,542 120,264 2,726 132,552

Total percent ................................................ 100.0 100.0 100.0 100.0

Less than 50.00 ...................................................... 4.4 4.8 3.6 4.1

50.00–99.99............................................................ 4.8 5.0 3.4 4.7

100.00–149.99........................................................ 4.9 4.8 4.5 4.9

150.00–199.99........................................................ 4.9 4.7 3.9 5.1

200.00–249.99........................................................ 4.5 4.1 4.2 4.8

250.00–299.99........................................................ 4.1 3.3 4.0 4.9

300.00–349.99........................................................ 3.9 2.9 3.4 4.9

350.00–399.99........................................................ 3.3 2.5 4.2 4.0

400.00–449.99........................................................ 2.5 2.3 3.0 2.7

450.00–499.99........................................................ 2.2 1.9 2.1 2.4

500.00–549.99........................................................ 6.3 9.9 4.6 3.0

550.00–599.99........................................................ 1.6 1.3 1.8 1.8

600.00–649.99........................................................ 1.4 1.2 1.7 1.5

650.00–699.99........................................................ 1.1 1.0 1.4 1.1

700.00–749.99........................................................ 1.1 1.4 0.9 0.9

750.00–795.99........................................................ 0.9 1.1 1.3 0.7

796.00 a ..................................................................

a. Couples living in their own household with no countable income were eligible for a federal SSI payment of $796 in calendar year 2001.

48.3 47.8 51.9 48.6
7.D SSI: Other Income Sources

Social Security Bulletin • Annual Statistical Supplement • 2002 289

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 both federally administered payments and other income, average monthly amount 

of income, by source of income, eligibility category, and age, December 2001

Source of income

Category Age

Total Aged Blind Disabled Under 18 18–64 65 or older a

 a. Includes approximately 18,300 blind and 712,400 disabled persons aged 65 or older.

Number........................................................... 6,688,489 1,264,478 78,255 5,345,756 881,836 3,811,494 1,995,159

Number with income

Social Security benefits............................................ 2,390,092 738,223 26,820 1,625,049 62,429 1,161,971 1,165,692

Other unearned income ........................................... 777,042 234,717 8,765 533,560 157,410 310,256 309,376

Earned income......................................................... 287,163 18,562 5,469 263,132 3,613 254,738 28,812

Percentage with income

Social Security benefits............................................ 35.7 58.4 34.3 30.4 7.1 30.5 58.4

Other unearned income ........................................... 11.6 18.6 11.2 10.0 17.9 8.1 15.5

Earned income......................................................... 4.3 1.5 7.0 4.9 0.4 6.7 1.4

Average monthly income (dollars)

Social Security benefits............................................ 407.47 407.64 423.19 407.14 186.19 423.39 403.45

Other unearned income ........................................... 131.90 100.72 123.81 145.75 200.16 128.28 100.81

Earned income......................................................... 317.53 293.34 568.44 314.03 349.78 325.96 238.99
7.D SSI: Other Income Sources 

290 Social Security Bulletin • Annual Statistical Supplement • 2002

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 eligibility category, age, and state or other area, December 2001

State or area

Percentage with Social Security benefits Average monthly Social Security benefit (dollars)

Total

Category Age

Total

Category Age

Aged Blind

Disabled Under18 18–6465 or

older Aged Blind Disabled Under18 18–64

65 or

older

 All areas.......... 35.7 58.4 34.3 30.4 7.1 30.5 58.4 407.47 407.64 423.19 407.14 186.19 423.39 403.45

Alabama..................... 42.8 86.9 42.3 34.8 9.5 34.8 79.9 390.67 396.87 383.22 387.96 183.84 407.04 389.64

Alaska ........................ 31.0 44.1 33.9 28.4 7.2 29.4 45.9 381.05 344.97 401.99 391.71 173.91 409.18 346.62

Arizona....................... 33.0 60.3 26.5 28.0 7.0 28.2 59.6 374.39 362.95 358.88 379.20 182.29 402.21 358.68

Arkansas.................... 45.1 90.0 35.4 37.0 9.6 37.0 83.3 393.23 405.62 376.53 387.90 178.71 406.38 395.84

California.................... 37.1 46.5 36.2 32.9 5.2 32.2 48.3 464.38 440.94 499.13 478.09 218.33 494.26 446.77

Colorado .................... 36.5 57.3 27.9 32.4 7.0 32.8 59.2 394.64 394.74 396.38 394.59 185.18 408.07 388.29

Connecticut................ 30.6 43.6 26.1 28.4 8.0 28.4 47.0 381.26 370.04 354.47 384.40 187.74 398.49 370.21

Delaware.................... 34.0 67.0 36.1 29.9 6.1 33.6 66.0 400.75 406.89 379.25 399.35 189.12 413.82 402.72

District of Columbia.... 27.3 66.6 26.2 22.0 5.5 20.1 61.0 387.93 382.65 422.35 389.63 215.36 410.92 380.17

Florida........................ 34.5 52.4 32.2 28.8 7.7 31.8 52.2 381.48 378.48 376.19 383.30 189.23 403.84 377.21

Georgia ...................... 40.8 77.7 33.2 33.5 7.1 32.6 73.6 398.29 405.60 379.28 395.19 195.60 410.80 397.13

Hawaii ........................ 31.4 39.2 29.4 27.7 5.6 26.9 41.0 409.55 380.97 452.15 428.29 195.82 444.46 384.06

Idaho.......................... 36.8 78.6 30.9 32.3 7.5 34.7 75.9 395.67 409.62 407.66 391.81 178.73 404.41 401.55

Illinois......................... 23.8 41.2 24.2 21.2 5.9 21.2 42.9 378.61 374.88 377.33 379.71 180.69 394.48 376.33

Indiana ....................... 32.6 75.2 31.5 29.0 7.2 31.6 70.1 386.55 399.79 376.99 383.77 166.56 397.12 394.64

Iowa ........................... 39.7 74.8 42.0 35.4 7.5 37.3 72.5 399.42 415.11 394.16 395.57 166.19 404.92 407.31

Kansas....................... 36.4 66.0 31.9 33.2 8.1 35.9 64.3 390.21 406.33 356.69 386.97 170.62 398.95 398.17

Kentucky .................... 35.8 83.9 34.6 30.4 9.2 28.9 74.8 379.40 388.79 365.88 376.62 164.99 393.57 379.08

Louisiana.................... 35.8 81.4 34.6 28.3 7.6 27.2 74.1 377.73 389.07 366.80 372.55 192.01 387.75 381.74

Maine ......................... 45.0 87.6 42.4 40.0 12.3 39.1 82.5 399.97 419.75 386.07 394.98 146.78 406.26 408.38

Maryland .................... 29.4 46.5 30.1 25.7 6.2 26.1 49.2 391.68 384.96 386.83 394.34 212.59 410.71 383.46

Massachusetts........... 37.8 58.3 42.0 29.6 9.5 32.7 57.5 446.02 453.36 464.14 439.50 182.75 450.70 454.37

Michigan..................... 30.2 59.0 31.3 27.3 7.0 27.9 59.8 403.56 410.39 403.02 402.11 175.52 415.76 406.26

Minnesota .................. 32.7 53.1 27.3 29.0 6.4 31.1 51.9 386.74 393.10 364.21 384.88 170.21 395.76 387.45

Mississippi.................. 43.9 88.9 42.2 35.1 8.8 34.3 80.6 384.59 393.39 375.54 380.37 178.24 399.75 384.11

Missouri...................... 38.1 77.2 34.9 33.4 8.4 34.4 72.4 387.21 402.68 368.95 383.11 173.31 395.68 392.65

Montana..................... 39.0 80.4 35.4 34.8 7.4 35.3 77.0 399.51 410.87 359.96 397.24 192.09 408.06 398.79

Nebraska.................... 40.4 73.6 35.8 36.4 7.7 39.5 70.2 398.03 413.27 382.14 394.48 170.55 405.92 403.22

Nevada....................... 33.8 59.2 36.5 24.2 5.4 29.5 58.6 427.77 435.53 446.74 419.59 188.02 431.85 435.97

New Hampshire ......... 37.8 70.7 34.1 35.0 12.3 35.8 69.9 391.34 378.74 420.73 393.22 158.22 408.55 387.15

New Jersey ................ 32.4 43.2 34.8 29.2 7.0 30.2 46.1 408.61 396.43 413.07 414.02 205.11 431.87 397.63

New Mexico ............... 39.8 73.3 31.6 32.2 6.9 30.0 69.0 375.41 368.79 362.01 379.08 202.06 397.88 364.77

New York.................... 31.7 44.9 36.5 27.9 6.3 27.2 46.3 432.78 421.76 433.11 437.85 191.68 459.91 418.45

North Carolina............ 44.8 84.7 36.1 36.8 8.3 37.3 78.5 389.66 399.22 380.09 385.32 184.78 404.23 388.45

North Dakota.............. 46.5 80.9 34.9 40.1 7.3 41.3 74.5 383.35 392.57 356.80 380.13 165.28 389.22 384.84

Ohio ........................... 27.1 61.9 27.6 24.4 6.4 24.7 60.6 377.40 388.20 377.31 375.32 175.06 387.05 383.63

Oklahoma................... 38.0 80.2 31.9 31.3 6.7 30.8 74.0 385.90 399.06 371.46 380.59 187.00 393.48 388.60

Oregon....................... 35.2 56.7 32.0 31.8 6.2 33.3 57.8 398.47 402.93 361.77 397.69 196.04 407.26 395.92

Pennsylvania.............. 32.0 66.1 33.0 27.3 7.1 27.4 62.5 416.09 439.60 413.42 408.32 181.44 424.42 423.74

Rhode Island.............. 40.0 64.6 47.2 35.2 8.3 36.2 63.0 440.66 468.56 418.27 431.27 169.68 446.11 449.53

South Carolina ........... 41.6 86.5 37.7 33.7 7.6 33.4 78.6 386.48 392.30 371.96 384.10 192.66 400.69 385.08

South Dakota ............. 41.9 74.4 30.0 36.2 7.6 38.7 69.6 381.78 412.09 398.87 370.44 144.58 384.12 394.24

Tennessee.................. 40.5 85.2 31.3 33.8 8.0 32.5 76.5 388.31 397.04 373.26 385.09 184.36 400.91 386.34

Texas.......................... 42.3 69.1 31.6 32.2 5.4 30.6 68.6 377.60 372.87 363.43 381.73 201.21 399.11 369.66

Utah ........................... 30.3 49.2 21.6 28.2 5.7 31.3 50.3 382.99 376.64 319.41 384.94 199.03 394.35 376.92

Vermont...................... 49.6 88.7 50.0 44.4 10.1 44.0 83.3 432.96 447.83 397.71 429.41 162.73 441.05 435.18

Virginia....................... 38.4 63.1 34.5 33.0 7.7 33.7 63.2 388.63 395.25 380.06 385.95 172.94 401.64 388.78

Washington ................ 28.7 36.3 28.1 27.5 5.9 28.3 41.2 404.91 400.89 391.99 405.90 185.75 417.22 396.70

West Virginia.............. 32.5 82.8 30.9 28.6 9.6 26.7 69.9 380.45 397.83 376.05 376.57 163.50 389.26 384.53

Wisconsin................... 35.4 68.9 29.0 31.3 6.8 33.6 66.3 395.50 407.23 390.53 392.36 173.09 403.02 403.05

Wyoming ................... 38.6 83.2 36.5 34.1 8.3 36.0 79.0 397.02 416.72 418.58 391.95 170.63 405.12 403.76

Outlying area

Northern Mariana 

Islands.................... 29.2 48.7 37.5 22.9 1.9 31.8 46.2 282.28 260.19 269.17 297.76 154.67 306.37 259.48
7.E SSI: Recipient Characteristics

Social Security Bulletin • Annual Statistical Supplement • 2002 291

SOURCE: Social Security Administration, Supplemental Security Record, 10 percent sample.

NOTE: . . . = not applicable.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.E2—Number and percentage distribution of federally administered awards, by sex, age, and eligibility 

category, 2001

Sex and age Total

Adults

Blind and

disabled children a

a. Includes students aged 18–21.

Aged Blind Disabled

All persons

Total

Number............................................ 770,520 107,820 4,920 496,360 161,420

Percent ............................................ 100.0 100.0 100.0 100.0 100.0

Percentage distribution by sex

Male ............................................................ 49.8 36.1 48.0 48.5 62.9

Female........................................................ 50.2 63.9 52.0 51.5 37.1

Percentage distribution by age

Under 5 ....................................................... 8.4 . . . . . . . . . 40.2

5–9.............................................................. 5.6 . . . . . . . . . 26.5

10–14.......................................................... 4.7 . . . . . . . . . 22.6

15–17.......................................................... 1.7 . . . . . . . . . 7.9

18–21.......................................................... 5.3 . . . 16.9 7.2 2.8

22–29.......................................................... 5.7 . . . 12.0 8.8 . . .

30–39.......................................................... 11.8 . . . 14.0 18.2 . . .

40–49.......................................................... 17.3 . . . 22.4 26.6 . . .

50–59.......................................................... 19.4 . . . 22.6 29.8 . . .

60–64.......................................................... 5.7 . . . 8.3 9.4 . . .

65–69.......................................................... 8.1 55.8 1.2 . . . . . .

70–74.......................................................... 2.8 19.7 0.4 . . . . . .

75–79.......................................................... 1.6 11.5 0.2 . . . . . .

80 or older................................................... 1.8 13.0 2.0 . . . . . .

Male

Subtotal ................................................... 383,620 38,970 2,360 240,820 101,470

Total percent............................................ 100.0 100.0 100.0 100.0 100.0

Under 5 ....................................................... 9.9 . . . . . . . . . 37.4

5–9.............................................................. 7.8 . . . . . . . . . 29.4

10–14.......................................................... 6.2 . . . . . . . . . 23.6

15–17.......................................................... 1.9 . . . . . . . . . 7.0

18–21.......................................................... 6.1 . . . 19.9 8.5 2.6

22–29.......................................................... 5.9 . . . 11.9 9.3 . . .

30–39.......................................................... 11.2 . . . 12.3 17.7 . . .

40–49.......................................................... 16.9 . . . 22.5 26.7 . . .

50–59.......................................................... 18.4 . . . 21.2 29.1 . . .

60–64.......................................................... 5.2 . . . 8.5 8.6 . . .

65–69.......................................................... 6.2 59.2 0.4 . . . . . .

70–74.......................................................... 2.2 21.0 0.8 . . . . . .

75–79.......................................................... 1.1 11.1 0.4 . . . . . .

80 or older................................................... 0.9 8.7 2.1 . . . . . .

Female

Subtotal ................................................... 386,900 68,850 2,560 255,540 59,950

Total percent............................................ 100.0 100.0 100.0 100.0 100.0

Under 5 ....................................................... 7.0 . . . . . . . . . 44.9

5–9.............................................................. 3.3 . . . . . . . . . 21.6

10–14.......................................................... 3.2 . . . . . . . . . 20.9

15–17.......................................................... 1.5 . . . . . . . . . 9.5

18–21.......................................................... 4.6 . . . 14.1 6.1 3.2

22–29.......................................................... 5.5 . . . 12.1 8.3 . . .

30–39.......................................................... 12.4 . . . 15.6 18.6 . . .

40–49.......................................................... 17.6 . . . 22.3 26.5 . . .

50–59.......................................................... 20.3 . . . 23.8 30.5 . . .

60–64.......................................................... 6.3 . . . 8.2 10.1 . . .

65–69.......................................................... 9.9 53.8 2.0 . . . . . .

70–74.......................................................... 3.4 19.0 0.0 . . . . . .

75–79.......................................................... 2.1 11.7 0.0 . . . . . .

80 or older................................................... 2.8 15.4 2.0 . . . . . .
7.E SSI: Recipient Characteristics 

292 Social Security Bulletin • Annual Statistical Supplement • 2002

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 persons receiving federally administered payments, by sex, 

age, and eligibility category, December 2001

Sex and age All recipients

Adults

Blind and disabled,

Aged Blind Disabled under age 18

All persons

Total number .................................... 6,688,489 1,264,463 71,451 4,470,739 881,836

Total percent .................................... 100.0 100.0 100.0 100.0 100.0

Percentge distribution by sex

Male ............................................................ 41.7 29.4 43.0 40.8 63.9

Female........................................................ 58.3 70.6 57.0 59.2 36.1

Percentage distribution by age

Under 5 ....................................................... 2.1 . . . . . . . . . 16.1

5–9.............................................................. 3.6 . . . . . . . . . 27.4

10–14.......................................................... 4.8 . . . . . . . . . 36.5

15–17.......................................................... 2.6 . . . . . . . . . 19.9

18–21.......................................................... 3.5 . . . 6.0 5.2 . . .

22–29.......................................................... 6.8 . . . 11.2 10.1 . . .

30–39.......................................................... 10.9 . . . 15.3 16.1 . . .

40–49.......................................................... 14.6 . . . 17.2 21.5 . . .

50–59.......................................................... 14.3 . . . 16.6 21.2 . . .

60–64.......................................................... 6.8 . . . 8.0 10.1 . . .

65–69.......................................................... 7.6 15.3 7.1 7.0 . . .

70–74.......................................................... 7.7 24.4 6.4 4.5 . . .

75–79.......................................................... 6.4 25.2 5.0 2.4 . . .

80 or older................................................... 8.1 35.0 7.1 2.1 . . .

Male

Subtotal............................................ 2,791,482 372,345 30,731 1,824,525 563,881

Total percent .................................... 100.0 100.0 100.0 100.0 100.0

Under 5 ....................................................... 2.9 . . . . . . . . . 14.5

5–9.............................................................. 5.7 . . . . . . . . . 28.1

10–14.......................................................... 7.6 . . . . . . . . . 37.7

15–17.......................................................... 4.0 . . . . . . . . . 19.7

18–21.......................................................... 4.8 . . . 7.2 7.3 . . .

22–29.......................................................... 8.6 . . . 13.9 12.9 . . .

30–39.......................................................... 12.3 . . . 18.5 18.5 . . .

40–49.......................................................... 15.0 . . . 19.2 22.6 . . .

50–59.......................................................... 12.7 . . . 15.8 19.2 . . .

60–64.......................................................... 5.8 . . . 7.2 8.8 . . .

65–69.......................................................... 6.1 18.4 5.9 5.5 . . .

70–74.......................................................... 5.9 28.5 4.8 3.1 . . .

75–79.......................................................... 4.3 25.9 3.5 1.3 . . .

80 or older................................................... 4.2 27.2 4.0 0.8 . . .

Female

Subtotal............................................ 3,897,007 892,118 40,720 2,646,214 317,955

Total percent .................................... 100.0 100.0 100.0 100.0 100.0

Under 5 ....................................................... 1.5 . . . . . . . . . 18.9

5–9.............................................................. 2.1 . . . . . . . . . 26.1

10–14.......................................................... 2.8 . . . . . . . . . 34.6

15–17.......................................................... 1.7 . . . . . . . . . 20.4

18–21.......................................................... 2.6 . . . 5.1 3.7 . . .

22–29.......................................................... 5.6 . . . 9.2 8.1 . . .

30–39.......................................................... 9.9 . . . 12.9 14.4 . . .

40–49.......................................................... 14.3 . . . 15.8 20.8 . . .

50–59.......................................................... 15.5 . . . 17.2 22.5 . . .

60–64.......................................................... 7.5 . . . 8.6 10.9 . . .

65–69.......................................................... 8.8 14.0 8.0 8.1 . . .

70–74.......................................................... 8.9 22.7 7.7 5.4 . . .

75–79.......................................................... 7.9 24.9 6.1 3.1 . . .

80 or older................................................... 10.9 38.3 9.4 3.0 . . .
7.E SSI: Recipient Characteristics

Social Security Bulletin • Annual Statistical Supplement • 2002 293

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: Lenna D. Kennedy (410) 965-9846. 

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

administered payments, by eligibility category and age, December 2001

Category and age

Number Percentage distribution

Total

With

representative

payee

Without

representative

payee Total

With

representative

payee

Without

representative

payee

Total ......................................................................... 6,688,489 2,283,985 4,404,504 100.0 34.1 65.9

Category

Aged................................................................................ 1,264,478 46,926 1,217,552 100.0 3.7 96.3

Blind ................................................................................ 78,255 18,784 59,471 100.0 24.0 76.0

Disabled .......................................................................... 5,345,756 2,218,275 3,127,481 100.0 41.5 58.5

Age

Under 18.......................................................................... 881,836 880,713 1,123 100.0 99.9 0.1

18–64 .............................................................................. 3,811,494 1,251,437 2,560,057 100.0 32.8 67.2

65 or older ....................................................................... 1,995,159 151,835 1,843,324 100.0 7.6 92.4

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

eligibility category, age, and living arrangement, December 2001

Living arrangement a

 a. As defined for determination of federal SSI payment standards.

Number

Category Age

Aged Blindb

 b. Includes 18,300 persons aged 65 or older.

Disabled c

 c. Includes 712,400 persons aged 65 or older.

Under 18 18–64 65 or older

Total ......................................................................... 6,688,489 1,264,478 78,255 5,345,756 881,836 3,811,494 1,995,159

Total percent ............................................................. 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Own household................................................................ 93.8 90.8 92.2 94.5 95.4 94.4 91.9

Another’s household ........................................................ 4.1 7.3 5.2 3.3 3.1 3.7 5.2

Institutional care covered by Medicaid............................... 2.1 1.9 2.6 2.2 1.5 1.9 2.8

Table 7.E6—Number of noncitizens receiving federally administered payments as a percentage of SSI recipients, 

by eligibility category, December 1982–2001, 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
7.F SSI: Disability

294 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

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 2001

Diagnostic group

Number Percentage distribution

Total

Aged 18–64 Under age 18,

blind and

disabled Total

Aged 18–64 Under age 18,

blind and

Blind Disabled Blind Disabled disabled

Total .................................................................... 4,693,330 51,236 3,760,243 881,836 . . . . . . . . . . . .

Diagnosis available............................................... 4,309,398 45,466 3,416,906 847,026 100.0 100.0 100.0 100.0

Infectious and parasitic diseases................................... 73,513 118 70,487 2,908 1.7 0.3 2.1 0.3

Neoplasms..................................................................... 51,802 83 42,473 9,246 1.2 0.2 1.2 1.1

Endocrine, nutritional, and metabolic diseases.............. 172,371 495 165,360 6,516 4.0 1.1 4.8 0.8

Diseases of blood and blood-forming organs ................ 26,627 7 14,082 12,538 0.6 0.0 0.4 1.5

Mental disorders

Mental retardation ...................................................... 1,085,032 1,051 830,594 253,387 25.2 2.3 24.3 29.9

Other .......................................................................... 1,523,835 451 1,226,590 296,794 35.4 1.0 35.9 35.0

Diseases of the—

Nervous system and sense organs............................ 384,411 41,395 249,055 93,961 8.9 91.0 7.3 11.1

Circulatory system...................................................... 188,982 873 183,636 4,473 4.4 1.9 5.4 0.5

Respiratory system .................................................... 109,004 43 83,202 25,759 2.5 0.1 2.4 3.0

Digestive system ........................................................ 36,197 20 32,079 4,098 0.8 0 0.9 0.5

Genitourinary system ................................................. 43,255 165 40,478 2,612 1.0 0.4 1.2 0.3

Skin and subcutaneous tissue ................................... 6,651 18 5,730 903 0.2 0 0.2 0.1

Musculoskeletal system and connective tissue.......... 354,108 172 345,897 8,039 8.2 0.4 10.1 0.9

Congenital anomalies .................................................... 62,730 320 17,473 44,937 1.5 0.7 0.5 5.3

Injuries ........................................................................... 103,284 169 98,298 4,817 2.4 0.4 2.9 0.6

Other.............................................................................. 87,596 86 11,472 76,038 2.0 0.2 0.3 9.0
 7.F SSI: Disability

Social Security Bulletin • Annual Statistical Supplement • 2002 295

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Stella M. Coleman (410) 965-0157. 

Table 7.F2—Number and percentage distribution of blind and disabled persons under age 65 receiving federally 

administered payments, by diagnostic group, age, and sex, December 2001

Diagnostic group All ages Under 5 5–12 13–17 18–21 22–29 30–39 40–49 50–59 60–64

Total

Total .............................................................. 4,693,330 142,095 435,839 303,902 235,067 457,483 728,991 975,207 958,957 455,774

Number with diagnosis available .................... 4,309,398 133,588 417,908 295,530 230,130 436,705 677,841 878,677 839,440 399,579

Pecentage with diagnosis available................ 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Infectious and parasitic diseases............................. 1.7 0.2 0.4 0.3 0.2 0.7 2.8 3.2 1.9 1.1

Neoplasms............................................................... 1.2 1.6 1.2 0.7 0.9 0.7 0.7 1.2 1.8 2.0

Endocrine, nutritional, and metabolic diseases........ 4.0 1.2 0.7 0.6 0.7 1.4 2.8 5.1 7.6 7.7

Diseases of blood and blood-forming organs .......... 0.6 1.6 1.6 1.3 1.1 0.9 0.5 0.3 0.2 0.1

Mental disorders 

Mental retardation ................................................ 25.2 6.5 27.7 43.6 48.4 45.1 33.6 19.6 11.3 7.1

Other .................................................................... 35.4 17.7 40.1 35.8 26.1 30.1 37.9 44.3 34.9 24.3

Diseases of the—

Nervous system and sense organs...................... 8.9 11.3 12.0 9.7 14.2 12.2 9.4 7.1 6.4 6.1

Circulatory system................................................ 4.4 1.3 0.5 0.3 0.6 0.9 1.5 3.4 9.3 15.3

Respiratory system .............................................. 2.5 7.0 2.9 1.4 0.6 0.6 0.8 1.7 4.2 5.9

Digestive system .................................................. 0.8 1.6 0.3 0.2 0.2 0.3 0.6 1.2 1.3 1.1

Genitourinary system ........................................... 1.0 0.4 0.3 0.3 0.7 1.1 1.3 1.3 1.2 0.9

Skin and subcutaneous tissue ............................. 0.2 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.2 0.2

Musculoskeletal system and connective tissue.... 8.2 0.9 0.9 1.1 1.2 1.8 4.1 8.1 16.4 24.6

Congenital anomalies .............................................. 1.5 13.8 4.8 2.2 2.3 1.2 0.6 0.2 0.1 0.1

Injuries ..................................................................... 2.4 0.8 0.5 0.5 1.7 2.7 3.0 2.9 2.9 3.2

Other........................................................................ 2.0 33.9 6.0 2.0 1.0 0.4 0.3 0.3 0.3 0.2

Male

Subtotal......................................................... 2,217,980 81,959 287,760 194,173 134,526 239,404 343,605 417,948 355,593 163,012

Number with diagnosis available .................... 2,041,882 77,166 276,613 188,816 131,719 228,593 320,065 373,851 304,773 140,286

Pecentage with diagnosis available................ 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Infectious and parasitic diseases............................. 2.1 0.2 0.3 0.2 0.2 0.6 3.6 4.5 2.9 1.5

Neoplasms............................................................... 1.1 1.5 1.0 0.7 0.9 0.7 0.5 1.0 1.9 2.2

Endocrine, nutritional, and metabolic diseases........ 1.9 1.2 0.6 0.5 0.6 1.0 1.7 2.6 3.9 4.2

Diseases of blood and blood-forming organs .......... 0.6 1.6 1.4 1.1 1.0 0.8 0.4 0.2 0.1 0.1

Mental disorders 36.2 21.0 45.5 41.1 28.7 31.3 36.8 43.5 32.6 21.3

Mental retardation ................................................ 27.8 7.2 26.5 41.0 47.3 44.5 35.4 21.7 13.2 8.4

Other .................................................................... 36.2 21.0 45.5 41.1 28.7 31.3 36.8 43.5 32.6 21.3

Diseases of the—

Nervous system and sense organs...................... 9.0 11.0 10.2 8.4 13.6 12.1 9.4 7.0 6.6 6.5

Circulatory system................................................ 4.2 1.2 0.4 0.2 0.5 0.8 1.4 3.6 11.7 18.9

Respiratory system .............................................. 2.2 7.8 2.8 1.4 0.5 0.4 0.5 1.1 4.0 6.5

Digestive system .................................................. 0.8 1.6 0.3 0.2 0.2 0.3 0.5 1.4 1.7 1.4

Genitourinary system ........................................... 1.0 0.4 0.3 0.3 0.6 1.0 1.3 1.5 1.5 1.0

Skin and subcutaneous tissue ............................. 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2

Musculoskeletal system and connective tissue.... 6.0 0.8 0.7 0.7 0.8 1.3 3.2 7.1 14.9 22.7

Congenital anomalies .............................................. 1.6 12.9 3.9 1.7 2.1 1.1 0.5 0.2 0.1 0.1

Injuries ..................................................................... 3.1 0.8 0.5 0.5 2.0 3.6 4.3 4.2 4.4 4.7

Other........................................................................ 2.4 30.8 5.6 1.9 1.0 0.4 0.3 0.3 0.3 0.2

Female

Subtotal......................................................... 2,475,335 60,136 148,079 109,729 100,541 218,079 385,386 557,259 603,364 292,762

Number with diagnosis available .................... 2,267,516 56,422 141,295 106,714 98,411 208,112 357,776 504,826 534,667 259,293

Pecentage with diagnosis available................ 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Infectious and parasitic diseases............................. 1.4 0.3 0.6 0.3 0.3 0.7 2.1 2.2 1.3 0.9

Neoplasms............................................................... 1.3 1.7 1.5 0.9 0.9 0.7 0.8 1.3 1.7 1.9

Endocrine, nutritional, and metabolic diseases........ 5.9 1.3 1.0 0.9 0.9 1.7 3.8 6.9 9.7 9.6

Diseases of blood and blood-forming organs .......... 0.6 1.5 2.0 1.5 1.3 1.0 0.5 0.3 0.2 0.2

Mental disorders

Mental retardation ................................................ 22.8 5.6 30.1 48.1 49.9 45.7 31.9 18.0 10.3 6.5

Other .................................................................... 34.6 13.2 29.3 26.4 22.6 28.7 38.9 44.9 36.1 25.9

Diseases of the—

Nervous system and sense organs...................... 8.9 11.8 15.6 11.9 15.0 12.2 9.4 7.2 6.3 5.9

Circulatory system................................................ 4.6 1.4 0.6 0.3 0.6 0.9 1.5 3.2 8.0 13.4

Respiratory system .............................................. 2.8 5.9 3.1 1.5 0.8 0.8 1.2 2.1 4.4 5.6

Digestive system .................................................. 0.8 1.7 0.4 0.3 0.3 0.4 0.7 1.1 1.1 0.9

Genitourinary system ........................................... 1.0 0.3 0.3 0.4 0.7 1.1 1.3 1.2 1.1 0.8

Skin and subcutaneous tissue ............................. 0.2 0.2 0.1 0.2 0.1 0.2 0.2 0.2 0.2 0.2

Musculoskeletal system and connective tissue.... 10.2 1.0 1.3 1.7 1.8 2.4 4.9 8.9 17.2 25.6

Congenital anomalies .............................................. 1.3 15.1 6.6 2.9 2.6 1.3 0.6 0.2 0.1 0.1

Injuries ..................................................................... 1.8 0.8 0.7 0.5 1.2 1.7 1.9 1.9 2.0 2.4

Other........................................................................ 1.7 38.2 6.7 2.1 1.0 0.4 0.3 0.3 0.3 0.2
7.F SSI: Disability

296 Social Security Bulletin • Annual Statistical Supplement • 2002

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 is reflected in the decreases in 1619(a) participants shown for 1990, June 1999, June 2001, and 

December 2001. 

. . . = not applicable.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.F3—Number of persons receiving special Supplemental Security Income payments and extended Medicaid 

coverage, for selected months 1982–2001

Reporting month

Section 1619(a)

Continuation of Medicaid coverage only

(Section 1619(b))

Number

Percentage change

over prior reporting month Number a 

 a. Includes blind participants. For December 2001, of the 76,455 participants, 1,202 were blind.

Percentage change

 over prior reporing month

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 0.0

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

1999

March ................................................................................. 39,457 5.9 63,431 6.5

June ................................................................................... 23,304 -40.9 66,939 5.5

September.......................................................................... 23,914 2.6 70,580 5.4

December........................................................................... 25,528 6.7 69,265 -1.9

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
7.F SSI: Disability

Social Security Bulletin • Annual Statistical Supplement • 2002 297

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

NOTE: . . . = not applicable.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.F4—Number of persons receiving special Supplemental Security Income payments and extended 

Medicaid coverage, by age, sex, types and amounts of earned and unearned income, December 2001

Selected characteristics

Section 1619(a)

Continuation of Medicaid coverage only

(Section 1619(b))

Number

Average earnings

 (dollars) Number

Average earnings

(dollars)

Total .............................................................................. 21,417 1,005 72,595 1,028

Age

Under 18 ............................................................................ 149 932 204 a

 a. Data not available.

18–21 ................................................................................. 2,138 975 2,643 1,102

22–29 ................................................................................. 6,298 994 17,409 1,104

30–39 ................................................................................. 6,050 1,014 22,105 1,015

40–49 ................................................................................. 4,368 1,016 17,359 1,002

50–59 ................................................................................. 1,951 1,020 8,238 1,013

60–64 ................................................................................. 354 1,026 2,450 900

65 or older .......................................................................... 109 988 2,187 817

Sex

Male ................................................................................... 11,639 1,012 38,032 1,039

Female ............................................................................... 9,778 996 34,563 1,016

Earned income b

 b. Persons with more than one type are shown under each type.

Wages ................................................................................ 21,003 1,005 70,915 1,033

Self-employment ................................................................ 508 980 2,228 949

Earnings level (dollars)

Less than 400.00................................................................ . . . . . . 10,311 268

400.00–499.00 ................................................................... . . . . . . 6,342 436

500.00–599.00 ................................................................... . . . . . . 7,262 528

600.00–699.00 ................................................................... . . . . . . 6,525 630

700.00–899.00 ................................................................... 6,309 827 8,374 772

900.00–1,199.00 ................................................................ 12,388 1,018 6,936 1,021

1,200.00 or more................................................................ 2,720 1,359 26,845 1,774

Unearned income b

None................................................................................... 18,861 1,008 23,610 1,585

Social Security ................................................................... 743 939 45,647 705

Other pensions................................................................... 38 1,007 520 859

Assistance based on need ................................................. 2 917 30 1,031

Interest, dividends.............................................................. 1,317 1,010 5,064 919

Other .................................................................................. 575 966 3,052 1,158
7.F SSI: Disability

298 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data.

CONTACT: Clark Pickett (410) 965-9016.

Table 7.F5—Number of persons receiving special Supplemental Security Income payments and extended 

Medicaid coverage and average monthly earnings, by state or other area, December 2001

State or area

Section 1619(a)

Continuation of Medicaid coverage only

(Section 1619(b))

Number

Average earnings

(dollars) Number

Average earnings

(dollars)

All areas........................................................................ 22,100 1,004 76,455 1,043

Alabama................................................................................. 263 984 836 1,151

Alaska a .................................................................................

 a. Initial Medicaid determinations are made by the state after identification of potentially eligible persons by the Social Security Administration.

40 998 152 1,168

Arizona................................................................................... 238 975 861 1,049

Arkansas................................................................................ 195 994 781 964

California................................................................................ 4,186 1,106 6,778 1,306

Colorado ................................................................................ 245 958 1,036 1,088

Connecticut a ......................................................................... 174 959 1,116 914

Delaware................................................................................ 49 971 302 1,121

District of Columbia................................................................ 73 952 228 1,352

Florida.................................................................................... 861 967 3,268 1,027

Georgia .................................................................................. 455 976 1,722 1,055

Hawaii a.................................................................................. 46 950 116 1,003

Idaho a ................................................................................... 98 943 479 960

Illinois a .................................................................................. 966 960 2,951 1,036

Indiana a................................................................................. 355 965 1,534 908

Iowa ....................................................................................... 224 990 1,703 810

Kansas a ................................................................................ 181 975 1,100 937

Kentucky ................................................................................ 288 969 1,167 1,112

Louisiana................................................................................ 484 964 1,351 980

Maine ..................................................................................... 116 976 705 970

Maryland ................................................................................ 333 976 1,275 1,128

Massachusetts....................................................................... 838 1,021 3,313 1,156

Michigan................................................................................. 908 961 3,862 1,021

Minnesota a............................................................................ 353 965 2,320 891

Mississippi.............................................................................. 321 963 825 1,070

Missouri a ............................................................................... 336 974 1,645 854

Montana................................................................................. 68 952 388 820

Nebraska a ............................................................................. 146 969 661 887

Nevada a ................................................................................ 75 990 312 1,058

New Hampshire a................................................................... 61 957 382 950

New Jersey ............................................................................ 432 986 1,821 1,136

New Mexico ........................................................................... 134 973 508 1,033

New York................................................................................ 1,976 1,024 5,842 1,221

North Carolina........................................................................ 360 982 1,744 975

North Dakota a ....................................................................... 38 967 304 759

Ohio a..................................................................................... 1,109 969 3,425 956

Oklahoma a ............................................................................ 193 959 663 890

Oregon a ................................................................................ 174 965 995 860

Pennsylvania.......................................................................... 1,136 996 3,453 1,008

Rhode Island.......................................................................... 106 1,025 364 1,048

South Carolina ....................................................................... 244 974 991 992

South Dakota ......................................................................... 63 980 520 823

Tennessee.............................................................................. 327 967 1,461 1,134

Texas...................................................................................... 915 966 3,527 986

Utah a..................................................................................... 114 936 432 883

Vermont.................................................................................. 107 1,028 378 938

Virginia a ................................................................................ 405 971 1,526 984

Washington ............................................................................ 629 988 1,903 1,077

West Virginia.......................................................................... 145 974 462 1,118

Wisconsin............................................................................... 478 986 2,763 890

Wyoming................................................................................ 35 981 197 815

Outlying area

Northern Mariana Islands................................................... 4 976 7 929
 8.A Medicare: Trust Funds

Social Security Bulletin • Annual Statistical Supplement • 2002 299

SOURCE: 2002 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, 1966–2001 (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

incomea

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 (beginning with the implementation of the Prospective Payment System on Oct. 1, 1983).

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 reimbursements 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 g8,164

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 by section 151 of P.L. 98-21.

1,370 13,986 143,379 m 141,183 2,195 1.6 208,726
8.A Medicare: Trust Funds

300 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCES: 2001 Annual Report of the Board of Trustees of the Federal Supplementary Medical Insurance Fund, Table ll.D2, analogous tables from earlier Annual Reports, 

and unpublished Treasury reports.

NOTES: Totals do not necessarily equal the sums of rounded components.

. . . = not applicable.

CONTACT: Carter Warfield (410) 786-6396.

Table 8.A2—Supplementary Medical Insurance, 1966–2001 (in millions of dollars)

Year

Receipts Expenditures Balance 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

Administrative expenses

Trust fund

assets

at end

Total Aged Disabled Amount of year

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 d 3,722

 d. 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 Dec. 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 Dec. 31, 1981. These amounts are 

excluded from the premium income and general revenue income for calendar year 1982.

d 3,356 d 366 d 11,291 361 14,028 13,113 915 7.0 5,877

1982.............. 16,580 d 3,697 d 3,341 d 356 d 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 e 7,409

 e. Delivery of benefit checks normally due January 1988 occurred on Dec. 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 Dec. 31, 1987. These amounts are excluded from the premium income and 

general revenue income for calendar year 1988; see footnote d.

e 6,747 e 661 e 23,560 875 31,740 30,820 920 3.0 8,394

1988.............. 35,825 e 8,761 e 7,983 e 778 e 26,203 861 35,230 33,970 1,260 3.7 8,990

1989.............. f 44,349

 f. Includes the impact of the Medicare Catastrophic Coverage Act of 1988 (P.L. 100–360).

f , g 12,263

 g. Catastrophic coverage premiums -$1.5 billion-not distributed between aged and disabled enrollees are included in total.

9,793 993 30,852 f 1,234 f 39,783 38,294 f 1,489 3.9 f 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 h 14,077

 h. Delivery of benefit checks normally due January 1993 occurred on Dec. 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 Dec. 31, 1992. These amounts are excluded from the premium income and 

general revenue income for calendar year 1993; see footnote d.

h 12,814 h 1,263 h 41,359 1,801 50,830 49,260 1,570 3.2 24,235

1993.............. 57,679 h 14,193 h 12,731 h 1,462 h 41,465 2,021 57,784 i 55,784

 i. Includes the impact of the transfer to the HI trust fund of the SMI catastrophic coverage reserve fund on Mar. 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 j 20,933 j 18,594 j 2,338 j 64,068 2,711 77,630 k 76,125 1,505 2.0 46,212

1999.............. 80,902 j 18,967 j 16,604 j 2,362 j 59,095

 j. Delivery of benefit checks normally due January 1999 occurred on Dec. 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 

incomeand general revenue income for calendar year 1999; see footnote d.

2,841 82,327 k 80,724

 k. 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 j 65,898 3,450 90,663 k 88,893 1,770 2.0 44,027

2001.............. 98,629 22,764 19,905 2,859 72,793 3,071 101,386 k 99,663 1,723 1.7 41,270
 8.B Medicare: Enrollment, Utilization, and Reimbursement

Social Security Bulletin • Annual Statistical Supplement • 2002 301

Table 8.B1—Hospital Insurance and 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 services a........................................................

a. The Balanced Budget Act of 1997, enacted on Aug. 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 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 

have been 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 b2,641

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: Maria Diacogiannis (410) 786-0178.

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 1 241 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 

302 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 8.B2—Hospital Insurance and 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 Aug. 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 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 

have been 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: Maria Diacogiannis (410) 786-0178.

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

Social Security Bulletin • Annual Statistical Supplement • 2002 303

Table 8.B3—Hospital Insurance and Supplementary Medical Insurance: Number of enrollees, by census division 

and state or other area, July 1, 1980–2001, selected years (in thousands) 

Census division, state or area 1980 1990 1995 1997 1998 1999 2000 2001a

a

Aged

All areas................................................................................. 25,515 30,948 33,142 33,630 33,802 33,929 34,253 34,442

United States b ..........................................................................

b

25,027 30,350 32,492 32,958 33,120 33,240 33,549 33,724

New England..................................................................................... 1,506 1,734 1,816 1,826 1,827 1,829 1,838 1,835

Connecticut................................................................................ 362 436 455 456 456 456 458 457

Maine......................................................................................... 142 165 174 177 178 179 180 181

Massachusetts........................................................................... 715 795 825 828 827 826 829 826

New Hampshire......................................................................... 103 126 139 142 143 145 147 148

Rhode Island ............................................................................. 125 145 149 149 148 148 148 147

Vermont ..................................................................................... 59 68 72 74 74 75 76 76

Middle Atlantic................................................................................... 4,496 5,084 5,267 5,262 5,259 5,264 5,282 5,273

New Jersey................................................................................ 851 1,006 1,058 1,063 1,064 1,065 1,070 1,069

New York ................................................................................... 2,128 2,280 2,328 2,320 2,320 2,334 2,347 2,348

Pennsylvania ............................................................................. 1,516 1,798 1,881 1,878 1,874 1,865 1,865 1,856

East North Central ............................................................................ 4,462 5,224 5,500 5,523 5,527 5,526 5,552 5,558

Illinois......................................................................................... 1,238 1,401 1,446 1,441 1,440 1,437 1,440 1,439

Indiana....................................................................................... 579 685 725 730 732 732 736 738

Michigan .................................................................................... 916 1,101 1,177 1,188 1,191 1,194 1,203 1,207

Ohio........................................................................................... 1,162 1,387 1,471 1,476 1,476 1,474 1,480 1,479

Wisconsin .................................................................................. 567 650 683 687 689 689 693 695

West North Central ........................................................................... 2,186 2,424 2,510 2,514 2,515 2,513 2,519 2,522

Iowa........................................................................................... 387 422 432 430 429 427 427 426

Kansas....................................................................................... 304 337 348 348 348 347 347 346

Minnesota.................................................................................. 479 544 570 575 577 579 583 586

Missouri ..................................................................................... 639 706 733 734 735 734 736 737

Nebraska ................................................................................... 205 221 228 228 227 227 227 227

North Dakota ............................................................................. 81 91 94 93 93 93 93 93

South Dakota............................................................................. 91 102 106 106 106 106 106 107

South Atlantic.................................................................................... 4,179 5,536 6,091 6,250 6,307 6,330 6,410 6,471

Delaware ................................................................................... 59 80 90 93 95 96 97 99

District of Columbia ................................................................... 71 71 70 67 67 66 66 65

Florida........................................................................................ 1,579 2,174 2,396 2,460 2,477 2,473 2,493 2,509

Georgia...................................................................................... 499 636 700 721 730 736 750 760

Maryland.................................................................................... 381 496 542 554 559 562 570 576

North Carolina ........................................................................... 588 786 878 906 917 925 939 951

South Carolina........................................................................... 279 383 428 443 449 454 463 470

Virginia....................................................................................... 490 645 714 733 742 748 761 771

West Virginia ............................................................................. 233 264 274 273 272 270 271 270

East South Central............................................................................ 1,613 1,887 2,000 2,028 2,035 2,041 2,060 2,071

Alabama .................................................................................... 428 508 541 549 551 553 558 561

Kentucky.................................................................................... 402 459 482 486 487 488 491 492

Mississippi ................................................................................. 280 313 325 328 328 328 330 331

Tennessee ................................................................................. 503 607 652 665 669 672 681 687

West South Central........................................................................... 2,363 2,880 3,120 3,187 3,211 3,232 3,274 3,297

Arkansas.................................................................................... 303 343 356 358 357 358 359 359

Louisiana ................................................................................... 380 460 488 494 495 495 498 498

Oklahoma .................................................................................. 361 412 432 434 435 436 438 439

Texas ......................................................................................... 1,318 1,665 1,845 1,901 1,924 1,943 1,979 2,001

Mountain ........................................................................................... 1,043 1,490 1,726 1,806 1,839 1,863 1,906 1,943

Arizona ...................................................................................... 295 456 536 562 573 577 591 602

Colorado.................................................................................... 244 324 367 383 389 395 403 409

Idaho.......................................................................................... 95 121 134 138 140 142 144 147

Montana..................................................................................... 85 106 114 116 117 118 119 120

Nevada ...................................................................................... 65 128 172 188 195 200 209 218

New Mexico............................................................................... 114 160 182 190 193 196 200 203

Utah........................................................................................... 108 147 168 174 176 178 183 186

Wyoming.................................................................................... 38 47 54 55 56 57 57 58

Pacific ............................................................................................... 3,157 4,082 4,444 4,548 4,586 4,630 4,697 4,742

Alaska........................................................................................ 11 22 28 31 32 33 35 36

California ................................................................................... 2,346 2,990 3,241 3,320 3,348 3,385 3,436 3,470

Hawaii........................................................................................ 74 118 138 144 146 148 151 153

Oregon....................................................................................... 300 390 422 426 428 429 432 435

Washington................................................................................ 426 562 614 627 632 635 643 648

Residence unknown.......................................................................... 22 10 18 15 14 12 11 11

Outlying areas................................................................................... 270 344 383 398 404 404 420 430

Puerto Rico................................................................................ 263 337 367 381 387 393 401 410

Virgin Islands............................................................................. 4 6 8 8 8 9 910

Other.......................................................................................... 3 1 8 9 9 210 10

Foreign countries .............................................................................. 217 254 268 275 277 280 284 288

See footnotes at end of table.
8.B Medicare: Enrollment, Utilization, and Reimbursement

304 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: . . . = not available.

CONTACT: Maria Diacogianis (410) 786-0178.

Table 8.B3—Hospital Insurance and Supplementary Medical Insurance: Number of enrollees, by census division 

and state or other area, July 1, 1980–2001, selected years (in thousands)––Continued

Census division, state or area 1980 1990 1995 1997 1998 1999 2000 2001a

a. Preliminary data as of December 2001.

Disabled

All areas ................................................................................ 2,963 3,255 4,393 4,815 5,023 5,212 5,367 5,540

United States b ..........................................................................

b. Represents beneficiaries of 50 states, District of Columbia and those with residence unknown.

2,863 3,148 4,266 4,675 4,878 5,062 5,208 5,382

New England .................................................................................... 141 156 228 254 266 277 285 294

Connecticut............................................................................... 31 33 47 51 54 56 58 59

Maine ........................................................................................ 16 18 27 31 33 35 36 38

Massachusetts .......................................................................... 64 72 108 119 124 128 131 134

New Hampshire......................................................................... 9 11 17 20 21 22 23 24

Rhode Island............................................................................. 14 14 19 21 22 23 24 25

Vermont..................................................................................... 7 7 10 12 12 13 13 14

Middle Atlantic .................................................................................. 493 473 603 657 685 713 731 751

New Jersey ............................................................................... 91 86 110 119 124 130 133 137

New York................................................................................... 237 229 302 331 346 360 368 376

Pennsylvania............................................................................. 165 158 190 206 215 223 230 238

East North Central............................................................................ 486 561 715 758 782 807 823 842

Illinois ........................................................................................ 113 132 172 181 186 192 195 199

Indiana ...................................................................................... 63 77 99 105 109 113 117 120

Michigan.................................................................................... 118 132 170 181 188 195 200 206

Ohio .......................................................................................... 141 156 196 207 213 219 221 225

Wisconsin.................................................................................. 50 64 79 83 86 88 90 92

West North Central........................................................................... 180 211 280 305 317 328 338 349

Iowa .......................................................................................... 29 34 43 46 47 49 50 51

Kansas...................................................................................... 22 26 35 39 41 42 43 45

Minnesota.................................................................................. 35 44 60 64 67 69 72 74

Missouri..................................................................................... 67 75 100 111 115 120 124 129

Nebraska................................................................................... 14 16 22 24 24 25 26 27

North Dakota............................................................................. 6 7 9 10 10 10 10 10

South Dakota ............................................................................ 7 8 11 12 12 13 13 13

South Atlantic ................................................................................... 545 607 834 940 990 1,034 1,075 1,119

Delaware................................................................................... 7 8 11 12 13 14 15 15

District of Columbia................................................................... 8 7 8 9 9 910 10

Florida ....................................................................................... 147 165 232 267 284 298 311 326

Georgia ..................................................................................... 88 96 134 148 155 161 166 172

Maryland ................................................................................... 41 46 60 66 69 72 75 78

North Carolina........................................................................... 91 106 149 168 178 186 194 202

South Carolina .......................................................................... 51 59 81 92 96 101 105 109

Virginia ...................................................................................... 68 77 105 117 122 128 132 138

West Virginia............................................................................. 43 44 55 60 63 65 67 69

East South Central ........................................................................... 246 287 397 441 462 480 495 516

Alabama.................................................................................... 63 74 101 113 118 123 127 133

Kentucky ................................................................................... 62 75 105 117 123 128 132 137

Mississippi................................................................................. 46 53 72 80 83 86 88 92

Tennessee................................................................................. 76 85 119 132 138 143 148 154

West South Central .......................................................................... 288 317 452 497 514 528 539 554

Arkansas ................................................................................... 45 48 67 73 76 78 80 82

Louisiana................................................................................... 63 71 93 99 101 103 104 106

Oklahoma.................................................................................. 41 39 56 63 65 67 69 71

Texas......................................................................................... 139 159 236 262 272 280 286 295

Mountain........................................................................................... 112 148 228 255 267 276 284 293

Arizona...................................................................................... 34 42 66 74 78 81 84 88

Colorado ................................................................................... 24 34 54 60 62 64 65 66

Idaho ......................................................................................... 9 11 16 18 19 20 21 22

Montana .................................................................................... 9 12 16 17 17 18 18 18

Nevada...................................................................................... 8 13 22 26 28 29 30 32

New Mexico .............................................................................. 15 19 28 31 32 33 34 35

Utah........................................................................................... 9 13 20 21 22 23 24 24

Wyoming ................................................................................... 3 4778888

Pacific............................................................................................... 367 388 529 569 593 618 637 658

Alaska ....................................................................................... 2 3566778

California................................................................................... 284 289 392 418 435 452 465 479

Hawaii ....................................................................................... 7 9 11 12 13 15 15 15

Oregon ...................................................................................... 31 34 47 51 53 55 57 60

Washington ............................................................................... 43 53 74 82 86 90 93 96

Residence unknown ......................................................................... 4 2111111

Outlying areas .................................................................................. 88 93 112 124 130 134 139 142

Puerto Rico ............................................................................... 88 92 110 122 127 132 136 139

Virgin Islands............................................................................. . . . 1111111

Other ......................................................................................... . . . . . . . . . 12122

Foreign countries.............................................................................. 12 14 14 15 15 14 14 15
 8.B Medicare: Enrollment, Utilization, and Reimbursement

Social Security Bulletin • Annual Statistical Supplement • 2002 305

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Maria Diacogiannis (410) 786-0178.

Table 8.B4—Hospital Insurance and Supplementary Medical Insurance: Number of persons aged 65 or older 

enrolled, by age, sex, and race, July 1, 1980–2001, selected years (in thousands) 

Age, sex, and race 1980 1985 1990 1995 1998 1999 2000 2001a

 a. Data for 2001 are preliminary as of December 2001.

Hospital and/or Supplementary Medical Insurance

Total ................................................................................... 25,515 28,176 30,948 33,142 33,802 33,929 34,252 34,442

Age

65–69 ...................................................................................... 8,459 8,956 9,695 9,517 9,184 9,077 9,167 9,185

70–74 ...................................................................................... 6,756 7,441 7,951 8,756 8,725 8,656 8,609 8,561

75–79 ...................................................................................... 4,809 5,453 6,058 6,563 7,055 7,232 7,285 7,284

80–84 ...................................................................................... 3,081 3,463 3,957 4,470 4,707 4,735 4,870 5,022

85 or older ............................................................................... 2,410 2,861 3,286 3,837 4,130 4,229 4,322 4,391

Sex

Men ......................................................................................... 10,268 11,282 12,416 13,434 13,806 13,900 14,112 14,254

Women.................................................................................... 15,247 16,894 18,532 19,708 19,996 20,029 20,141 20,188

Race

White....................................................................................... 22,534 24,745 26,855 29,011 29,288 29,311 29,757 29,847

All other races ......................................................................... 2,257 2,585 3,114 3,253 3,259 4,431 4,403 4,502

Unknown ................................................................................. 724 846 979 878 1,255 187 92 93

Hospital Insurance

Total ................................................................................... 25,104 27,683 30,464 32,742 33,410 33,516 33,833 34,028

Age

65–69 ...................................................................................... 8,302 8,818 9,565 9,411 9,093 8,984 9,074 9,097

70–74 ...................................................................................... 6,592 7,292 7,829 8,652 8,626 8,552 8,505 8,460

75–79 ...................................................................................... 4,731 5,315 5,947 6,483 6,968 7,138 7,189 7,188

80–84 ...................................................................................... 3,072 3,403 3,872 4,409 4,649 4,674 4,806 4,956

85 or older ............................................................................... 2,407 2,854 3,252 3,787 4,074 4,168 4,259 4,327

Sex

Men ......................................................................................... 10,156 11,146 12,280 13,310 13,684 13,770 13,979 14,122

Women.................................................................................... 14,948 16,536 18,184 19,431 19,726 19,746 19,854 19,906

Race

White....................................................................................... 22,244 24,424 26,591 28,822 29,111 29,131 29,570 29,666

All other races ......................................................................... 2,160 2,444 2,931 3,127 3,151 4,206 4,176 4,273

Unknown ................................................................................. 699 815 942 792 1,148 179 87 88

Supplementary Medical Insurance

Total ................................................................................... 24,680 27,311 29,686 31,742 32,308 32,403 32,590 32,741

Age

65–69 ...................................................................................... 8,156 8,607 9,008 8,830 10,205 8,349 8,330 8,335

70–74 ...................................................................................... 6,570 7,277 7,740 8,430 6,649 8,315 8,256 8,198

75–79 ...................................................................................... 4,684 5,333 5,942 6,431 6,881 7,043 7,088 7,082

80–84 ...................................................................................... 2,981 3,381 3,879 4,392 4,627 4,651 4,782 4,926

85 or older ............................................................................... 2,289 2,712 3,118 3,659 3,946 4,042 4,134 4,201

Sex

Men ......................................................................................... 9,868 10,852 11,758 12,694 13,007 13,079 13,205 13,326

Women.................................................................................... 14,813 16,459 17,927 19,048 19,302 19,324 19,384 19,415

Race

White....................................................................................... 21,876 24,060 25,849 27,899 28,115 28,115 28,432 28,496

All other races ......................................................................... 2,114 2,441 2,910 3,028 3,020 4,126 4,086 4,173

Unknown ................................................................................. 691 810 927 815 1,173 162 71 72
8.B Medicare: Enrollment, Utilization, and Reimbursement

306 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Maria Diacogiannis (410) 786-0178.

Table 8.B5—Hospital Insurance and Supplementary Medical Insurance: Number of disabled persons and persons 

with end stage renal disease under age 65 enrolled, by age, sex, and race, July 1, 1980–2001, selected years 

Age, sex, and race

1980 1990 1999 2000 2001a

a. Preliminary data as of December 2001.

Total

End stage

renal disease

only Total

End stage

renal disease

only Total

End stage

renal disease

only Total

End stage

renal disease

only Total

End stage

renal disease

only

Hospital Insurance and/or Supplementary Medical Insurance

Total ...................... 2,963,175 28,334 3,255,007 64,692 5,211,634 67,058 5,367,151 73,890 5,539,682 75,392

Age

Under 35 .................... 371,204 8,773 483,265 16,603 542,507 12,792 522,321 13,255 516,477 13,339

35–44 ......................... 369,460 5,188 654,957 14,159 1,117,360 14,222 1,129,288 15,084 1,130,897 15,048

45–54 ......................... 657,486 6,977 741,200 15,800 1,539,116 20,337 1,627,238 22,647 1,719,177 23,364

55–64 ......................... 1,565,025 7,396 1,375,585 18,130 2,012,651 19,707 2,088,304 22,904 2,173,131 23,641

Sex

Men ............................ 1,870,558 14,547 2,042,944 33,647 2,959,769 35,798 3,014,107 40,062 3,078,079 40,755

Women....................... 1,092,617 13,787 1,212,063 31,045 2,251,865 31,260 2,353,044 33,828 2,461,603 34,637

Race

White.......................... 2,422,253 19,232 2,480,767 35,638 3,734,108 28,574 3,989,357 35,636 4,094,871 34,808

All other races ............ 486,677 7,907 712,315 26,477 1,445,265 37,603 1,362,457 37,820 1,427,404 40,273

Unknown .................... 54,245 1,195 61,925 2,577 32,261 881 15,337 434 17,407 311

Hospital Insurance

Total ...................... 2,963,156 28,334 3,254,983 64,677 5,211,162 67,056 5,366,598 73,890 5,539,385 75,392

Age

Under 35 .................... 371,199 8,773 483,262 16,601 542,400 12,792 522,123 13,255 516,415 13,339

35–44 ......................... 369,458 5,188 654,953 14,157 1,117,262 14,222 1,129,170 15,084 1,130,833 15,048

45–54 ......................... 657,483 6,977 741,193 15,794 1,539,006 20,337 1,627,107 22,647 1,719,074 23,364

55–64 ......................... 1,565,016 7,396 1,375,575 18,125 2,012,494 19,705 2,088,198 22,904 2,173,063 23,641

Sex

Men ............................ 1,870,543 14,547 2,042,929 33,639 2,959,498 35,797 3,013,803 40,062 3,077,915 40,755

Women....................... 1,092,613 13,787 1,212,054 31,038 2,251,664 31,259 2,352,795 33,828 2,461,470 34,637

Race

White.......................... 2,422,239 19,232 2,480,754 35,631 3,733,764 28,574 3,988,957 35,636 4,094,660 34,808

All other races ............ 486,672 7,907 712,304 26,469 1,445,139 37,601 1,362,305 37,820 1,427,319 40,273

Unknown .................... 54,245 1,195 61,925 2,577 32,259 881 15,336 434 17,406 311

Supplementary Medical Insurance

Total ...................... 2,719,226 27,046 2,943,480 58,912 4,637,088 62,633 4,769,804 68,800 4,927,237 69,905

Age

Under 35 .................... 339,665 8,294 441,640 14,782 485,600 11,830 466,869 12,159 462,745 12,220

35–44 ......................... 337,146 4,963 586,537 12,567 988,378 13,045 998,230 13,783 1,001,294 13,639

45–54 ......................... 596,287 6,683 666,257 14,559 1,346,050 18,899 1,421,904 20,961 1,505,087 21,554

55–64 ......................... 1,446,128 7,106 1,249,046 17,004 1,817,060 18,859 1,882,801 21,897 1,958,111 22,492

Sex

Men ............................ 1,694,569 13,887 1,833,959 30,338 2,620,171 33,092 2,665,252 37,037 2,724,072 37,471

Women....................... 1,024,657 13,159 1,109,521 28,574 2,016,917 29,541 2,104,552 31,763 2,203,165 32,434

Race

White.......................... 2,218,176 18,458 2,236,781 32,347 3,315,154 26,658 3,535,008 33,154 3,630,825 32,285

All other races ............ 449,753 7,446 650,121 24,240 1,293,562 35,173 1,221,836 35,256 1,281,368 37,341

Unknown .................... 51,297 1,142 56,578 2,325 28,372 802 12,960 390 15,044 279
 8.B Medicare: Enrollment, Utilization, and Reimbursement

Social Security Bulletin • Annual Statistical Supplement • 2002 307

Table 8.B8—Hospital Insurance: Average covered charge per covered day of care in short-stay hospitals 

(1990–2001) and skilled nursing facilities (1975–2001), by census division and state or other area, selected 

years (in dollars)

Census division, state or area a

Short-stay hospitals

1990 1994 1995 1996 1998 1999 2000 2001b

All areas c ............................................................... 1,090 1,753 1,908 2,067 2,370 2,533 2,762 3,069

United States d ............................................................ 1,081 1,763 1,920 2,081 2,388 2,554 2,787 3,097

New England...................................................................... 988 1,567 1,763 1,915 2,149 2,284 2,436 2,601

Connecticut .................................................................. 1,177 1,801 2,013 2,207 2,442 2,522 2,608 2,716

Maine............................................................................ 927 1,460 1,645 1,826 2,005 2,140 2,328 2,481

Massachusetts ............................................................. 942 1,513 1,705 1,830 2,091 2,251 2,429 2,590

New Hampshire............................................................ 1,022 1,543 1,699 1,847 2,061 2,269 2,480 2,688

Rhode Island ................................................................ 851 1,413 1,638 1,818 2,046 2,172 2,316 2,645

Vermont........................................................................ 923 1,456 1,580 1,646 1,849 1,945 1,995 2,138

Middle Atlantic.................................................................... 943 1,550 1,704 1,849 2,272 2,480 2,743 3,156

New Jersey................................................................... 725 1,639 1,865 2,093 2,726 3,154 3,757 4,758

New York ...................................................................... 836 1,252 1,366 1,477 1,843 1,971 2,116 2,316

Pennsylvania................................................................ 1,236 1,925 2,109 2,251 2,628 2,806 3,003 3,323

East North Central ............................................................. 1,097 1,721 1,866 2,025 2,225 2,377 2,550 2,776

Illinois ........................................................................... 1,202 1,951 2,126 2,340 2,614 2,806 3,017 3,268

Indiana.......................................................................... 997 1,575 1,713 1,830 2,006 2,108 2,271 2,458

Michigan....................................................................... 1,193 1,756 1,881 2,014 2,178 2,292 2,451 2,618

Ohio.............................................................................. 1,030 1,599 1,730 1,872 2,050 2,233 2,360 2,595

Wisconsin..................................................................... 933 1,535 1,690 1,856 2,081 2,201 2,424 2,736

West North Central ............................................................ 1,052 1,677 1,831 1,988 2,235 2,400 2,638 2,910

Iowa.............................................................................. 902 1,453 1,573 1,726 1,831 1,953 2,124 2,339

Kansas ......................................................................... 1,093 1,752 1,957 2,105 2,203 2,377 2,589 2,842

Minnesota..................................................................... 1,132 1,794 1,938 2,108 2,457 2,651 2,913 3,200

Missouri........................................................................ 1,108 1,755 1,922 2,076 2,381 2,551 2,783 3,056

Nebraska...................................................................... 1,043 1,710 1,850 2,012 2,386 2,600 3,007 3,403

North Dakota ................................................................ 937 1,367 1,509 1,630 1,898 2,024 2,180 2,374

South Dakota................................................................ 915 1,396 1,518 1,649 1,806 1,919 2,167 2,415

South Atlantic..................................................................... 1,106 1,722 1,876 2,023 2,277 2,430 2,637 2,909

Delaware ...................................................................... 1,191 1,759 1,831 1,882 1,926 1,948 1,971 2,139

District of Columbia ...................................................... 1,374 1,960 2,129 2,267 3,061 3,178 3,331 3,531

Florida .......................................................................... 1,360 2,124 2,351 2,567 2,902 3,147 3,439 3,820

Georgia......................................................................... 1,081 1,594 1,744 1,881 2,144 2,323 2,527 2,751

Maryland....................................................................... 813 1,256 1,365 1,504 1,527 1,565 1,608 1,702

North Carolina .............................................................. 932 1,502 1,603 1,688 1,896 2,004 2,175 2,391

South Carolina.............................................................. 1,021 1,675 1,818 1,950 2,185 2,362 2,611 2,924

Virginia ......................................................................... 1,022 1,606 1,732 1,877 2,115 2,257 2,432 2,664

West Virginia ................................................................ 1,009 1,378 1,472 1,585 1,620 1,681 1,821 1,972

East South Central............................................................. 1,019 1,573 1,718 1,858 2,077 2,248 2,451 2,660

Alabama ....................................................................... 1,176 1,877 2,054 2,222 2,499 2,677 2,914 3,195

Kentucky....................................................................... 967 1,466 1,630 1,762 1,972 2,093 2,269 2,441

Mississippi.................................................................... 865 1,306 1,437 1,546 1,678 1,852 2,017 2,207

Tennessee.................................................................... 1,012 1,546 1,662 1,820 2,062 2,262 2,479 2,665

West South Central............................................................ 1,138 1,783 1,937 2,098 2,344 2,520 2,767 3,086

Arkansas ...................................................................... 923 1,382 1,511 1,649 1,776 1,974 2,194 2,459

Louisiana...................................................................... 1,180 1,794 1,926 2,056 2,275 2,451 2,724 3,013

Oklahoma..................................................................... 997 1,453 1,620 1,772 1,988 2,146 2,335 2,551

Texas............................................................................ 1,212 1,953 2,118 2,296 2,573 2,749 3,008 3,356

Mountain ............................................................................ 1,350 2,181 2,321 2,549 2,878 3,016 3,279 3,624

Arizona ......................................................................... 1,442 2,356 2,617 2,880 3,382 3,537 3,885 4,220

Colorado....................................................................... 1,308 2,225 2,240 2,434 2,673 3,047 3,392 3,795

Idaho ............................................................................ 1,140 1,789 1,951 2,115 2,201 2,328 2,471 2,717

Montana ....................................................................... 1,036 1,610 1,742 1,877 1,947 2,046 2,233 2,499

Nevada......................................................................... 2,031 2,967 3,253 3,492 4,017 3,973 4,320 4,737

New Mexico.................................................................. 1,140 1,766 1,913 2,081 2,254 2,410 2,533 2,812

Utah.............................................................................. 1,283 1,990 2,069 2,290 2,556 2,721 2,871 3,104

Wyoming ...................................................................... 1,094 1,765 1,985 2,110 2,122 2,257 2,373 2,613

Pacific ................................................................................ 1,651 2,708 2,877 3,074 3,574 3,818 4,228 4,748

Alaska........................................................................... 1,470 2,032 2,385 2,434 2,701 2,817 3,144 3,404

California ...................................................................... 1,794 2,960 3,156 3,371 3,931 4,228 4,701 5,313

Hawaii........................................................................... 1,224 2,242 2,319 2,484 2,803 2,941 2,991 3,120

Oregon ......................................................................... 1,275 1,905 1,987 2,135 2,358 2,481 2,717 2,964

Washington................................................................... 1,162 1,816 1,924 2,020 2,237 2,448 2,708 2,996

Outlying areas.................................................................... 510 686 739 794 832 894 947 988

Puerto Rico................................................................... 505 683 736 793 831 893 946 985

Virgin Islands................................................................ 746 854 843 831 870 922 1,007 1,124

See footnotes at end of table.
8.B Medicare: Enrollment, Utilization, and Reimbursement

308 Social Security Bulletin • Annual Statistical Supplement • 2002

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 Dec. 29, 1995. Data from 

1990–2001 are based on bills incurred in each year and recorded before Dec. 29, 2001. Includes data for services rendered to both aged and disabled persons.

CONTACT: Maria Diacogiannis (410) 786-0178.

Table 8.B8—Hospital Insurance: Average covered charge per covered day of care in short-stay hospitals 

(1990–2001) and skilled nursing facilities (1975–2001), by census division and state or other area, selected 

years (in dollars)—Continued

Census division, state or area a

a. Geographic distribution reflects the beneficiaries' area of residence.

Skilled nursing facilities

1975 1980 1990 1995 1998 1999 2000 2001 b

b. Preliminary data.

All areas c ...............................................................

c. Excludes claims for persons residing in foreign countries.

 43 70 193 402 498 424 413 422

United States d ...........................................................

d. Includes claims for persons whose place of residence is unknown.

43 70 193 402 498 424 413 422

New England ..................................................................... 50 77 172 347 448 395 391 402

Connecticut .................................................................. 35 51 165 314 412 364 362 376

Maine ........................................................................... 52 100 274 308 381 361 387 416

Massachusetts ............................................................. 63 98 181 380 510 437 425 429

New Hampshire............................................................ 41 86 218 412 458 386 392 424

Rhode Island................................................................ 43 59 129 265 337 341 343 344

Vermont........................................................................ 38 62 155 266 327 330 330 324

Middle Atlantic ................................................................... 50 73 168 308 391 378 378 398

New Jersey .................................................................. 45 81 164 344 468 393 392 419

New York...................................................................... 61 80 168 240 297 325 337 358

Pennsylvania................................................................ 40 65 170 373 492 443 430 439

East North Central ............................................................. 40 68 167 358 478 413 405 417

Illinois ........................................................................... 37 77 215 421 555 493 493 505

Indiana ......................................................................... 35 60 180 399 514 414 393 396

Michigan....................................................................... 45 60 130 270 396 357 357 376

Ohio.............................................................................. 41 69 157 375 486 422 410 413

Wisconsin..................................................................... 35 64 149 315 399 320 319 335

West North Central ............................................................ 45 82 194 367 452 421 414 421

Iowa.............................................................................. 46 84 269 406 473 443 440 462

Kansas ......................................................................... 39 66 255 461 533 504 492 479

Minnesota..................................................................... 46 94 125 245 286 273 279 290

Missouri........................................................................ 47 95 263 465 599 547 531 537

Nebraska...................................................................... 41 71 205 338 432 413 426 436

North Dakota ................................................................ 43 49 118 221 303 330 343 346

South Dakota ............................................................... 33 61 160 270 306 286 285 298

South Atlantic..................................................................... 34 59 168 396 498 387 368 372

Delaware ...................................................................... 31 50 132 328 417 327 317 329

District of Columbia ...................................................... 34 64 193 389 529 443 397 405

Florida .......................................................................... 34 59 195 488 609 445 414 405

Georgia ........................................................................ 34 71 146 346 437 344 320 317

Maryland ...................................................................... 37 56 141 347 482 389 378 389

North Carolina.............................................................. 31 52 132 283 382 315 310 326

South Carolina ............................................................. 26 46 159 337 457 358 342 359

Virginia ......................................................................... 42 68 168 331 416 350 347 363

West Virginia ................................................................ 36 64 171 364 474 417 400 406

East South Central............................................................. 37 56 154 358 467 381 374 390

Alabama....................................................................... 33 38 143 353 426 346 335 343

Kentucky ...................................................................... 36 58 151 352 461 381 381 382

Mississippi.................................................................... 45 105 160 377 538 425 409 441

Tennessee.................................................................... 41 70 162 358 467 390 383 406

West South Central............................................................ 45 94 267 539 651 545 509 512

Arkansas ...................................................................... 44 84 238 372 501 456 441 469

Louisiana...................................................................... 43 83 374 683 759 725 646 635

Oklahoma..................................................................... 60 145 312 563 665 537 538 536

Texas............................................................................ 43 78 238 542 657 527 485 487

Mountain............................................................................ 38 64 226 486 568 463 442 438

Arizona......................................................................... 41 71 236 549 655 532 493 461

Colorado....................................................................... 42 73 266 538 588 480 459 463

Idaho ............................................................................ 27 46 152 381 457 373 355 380

Montana ....................................................................... 30 44 123 291 369 354 351 359

Nevada......................................................................... 37 66 232 569 744 558 577 514

New Mexico.................................................................. 57 122 267 488 582 528 497 482

Utah.............................................................................. 36 75 266 473 545 425 409 424

Wyoming ...................................................................... 36 49 208 379 433 392 381 390

Pacific ................................................................................ 45 81 269 576 667 550 542 538

Alaska .......................................................................... 68 115 283 437 634 760 723 696

California ...................................................................... 46 87 287 629 728 603 594 587

Hawaii .......................................................................... 49 83 217 467 508 434 454 463

Oregon ......................................................................... 40 63 207 421 465 376 372 369

Washington .................................................................. 34 62 196 412 465 379 381 391

Outlying areas

Puerto Rico .................................................................. 51 97 202 261 312 344 383 378

Virgin Islands................................................................ 43 104 171 370 474 315 420 507
8.B Medicare: Enrollment, Utilization, and Reimbursement

Social Security Bulletin • Annual Statistical Supplement • 2002 309

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Discharge data for fiscal year 2001 are preliminary as of December 2001.

CONTACT: Maria Diacogiannis (410) 786-0178.

Table 8.B8.1—Hospital Insurance: Short-stay hospital discharges, by state or other area, selected fiscal years 

1990–2001

State or area 1990 1993 1994 1995 1996 1997 1998 1999 2000 2001

Total ....................................... 10,472,587 11,122,070 11,503,279 11,680,874 11,749,394 11,952,088 11,912,079 11,659,885 11,778,705 12,093,252

Alabama........................................... 226,359 238,366 252,428 255,013 258,908 265,029 266,603 266,541 274,518 280,590

Alaska ............................................. 6,491 7,446 7,954 8,635 9,593 9,917 10,633 11,031 11,684 11,446

Arizona ............................................ 140,069 134,305 134,786 139,564 146,446 150,597 150,190 128,363 135,143 143,635

Arkansas ......................................... 143,363 141,228 152,452 152,516 154,626 157,920 160,379 160,880 164,310 164,998

California.......................................... 834,829 868,175 879,227 875,926 889,323 901,018 921,068 780,295 740,564 749,315

Colorado .......................................... 98,262 102,789 104,733 105,216 102,450 103,735 97,479 100,648 101,486 100,306

Connecticut...................................... 114,938 134,264 138,988 141,765 141,031 143,071 133,672 125,115 124,951 134,337

Delaware.......................................... 26,125 29,352 30,322 30,336 30,051 30,632 30,738 33,287 34,049 36,135

District of Columbia.......................... 36,062 37,612 39,306 39,526 38,661 38,508 38,661 38,693 39,112 39,832

Florida.............................................. 579,368 696,322 734,297 742,862 739,066 743,556 758,714 736,958 765,130 818,566

Georgia ............................................ 274,957 298,054 312,133 316,301 323,093 327,839 320,774 311,998 324,286 332,147

Hawaii .............................................. 26,340 29,107 31,077 32,526 32,939 34,795 33,331 26,347 26,146 25,823

Idaho................................................ 31,559 33,806 35,923 36,327 39,236 41,066 42,451 43,353 44,027 42,877

Illinois............................................... 460,926 517,848 531,390 533,238 524,936 538,476 531,184 539,314 556,122 572,988

Indiana ............................................. 254,404 267,841 278,602 276,601 278,303 287,615 289,743 289,693 297,851 303,603

Iowa ................................................. 141,191 144,717 146,352 146,448 148,724 151,815 154,152 155,497 159,451 161,489

Kansas............................................. 117,017 118,000 121,106 120,593 122,917 125,481 127,045 126,920 128,024 129,087

Kentucky .......................................... 199,042 206,131 219,042 222,162 224,322 231,081 231,352 237,553 243,886 250,140

Louisiana.......................................... 213,819 218,393 228,770 234,663 235,574 237,390 232,942 223,794 237,154 241,159

Maine ............................................... 54,963 61,205 62,904 63,013 64,361 66,278 67,895 68,128 69,030 68,101

Maryland .......................................... 179,835 198,735 206,778 214,989 211,265 204,988 195,489 199,012 208,038 232,783

Massachusetts................................. 286,332 315,864 314,727 310,455 299,734 293,217 280,333 268,179 263,152 270,174

Michigan........................................... 366,349 391,061 416,096 435,455 443,753 457,401 456,972 452,461 452,367 464,644

Minnesota ........................................ 170,808 180,515 175,255 178,018 181,315 187,164 192,488 194,935 200,918 207,371

Mississippi........................................ 142,662 148,737 157,119 162,934 170,698 181,599 185,149 181,575 183,952 183,763

Missouri............................................ 281,059 278,659 292,107 298,509 298,805 299,996 297,554 293,724 300,576 313,428

Montana........................................... 40,505 40,343 40,361 40,770 40,831 41,542 41,854 42,343 44,208 45,340

Nebraska.......................................... 69,299 66,847 68,982 70,113 72,975 75,630 77,188 76,841 76,960 73,528

Nevada............................................. 37,478 43,473 47,397 49,254 52,175 54,509 55,150 48,369 49,613 51,336

New Hampshire ............................... 39,103 40,515 41,737 42,746 43,834 44,758 42,918 42,054 45,712 47,788

New Jersey ...................................... 338,509 372,253 377,524 385,145 375,353 371,173 364,034 373,224 372,063 369,660

New Mexico ..................................... 50,391 48,373 47,576 50,334 49,758 53,329 52,913 51,459 51,085 50,972

New York.......................................... 723,060 760,012 779,941 797,453 796,965 798,611 787,116 777,269 750,793 755,774

North Carolina.................................. 267,370 294,295 312,494 336,173 353,297 369,667 385,533 395,004 406,700 410,096

North Dakota.................................... 37,543 36,848 37,344 37,014 36,807 38,272 38,332 38,847 39,672 38,501

Ohio ................................................. 527,006 534,017 557,927 562,234 565,237 562,603 541,958 533,499 536,335 546,394

Oklahoma......................................... 155,100 147,665 154,360 156,239 158,966 163,842 166,068 170,592 176,021 177,976

Oregon............................................. 106,164 106,863 106,454 105,878 106,901 111,656 111,028 100,569 91,806 97,998

Pennsylvania.................................... 685,403 758,360 768,866 766,535 731,542 728,572 692,290 664,002 634,802 644,229

Rhode Island.................................... 46,578 50,324 49,186 49,740 50,739 50,498 46,484 39,625 38,489 39,332

South Carolina ................................. 112,232 136,991 148,028 156,060 163,200 171,889 184,188 194,344 204,038 211,697

South Dakota ................................... 38,175 40,508 41,963 41,714 42,916 44,101 44,350 44,846 45,239 44,831

Tennessee........................................ 290,371 294,103 304,007 310,335 318,600 324,380 324,831 318,793 327,423 338,706

Texas................................................ 603,621 619,068 650,174 671,734 689,627 721,006 732,255 725,166 742,628 793,936

Utah ................................................. 39,963 41,057 42,199 43,819 45,418 44,513 45,698 48,898 53,003 54,902

Vermont............................................ 20,251 21,636 22,239 22,815 23,001 23,456 22,585 23,133 24,014 24,639

Virginia............................................. 240,165 251,676 267,259 271,620 274,285 285,721 286,752 289,195 295,790 302,676

Washington ...................................... 157,942 162,571 163,092 157,146 160,146 158,264 152,867 148,620 153,660 160,704

West Virginia.................................... 111,305 117,610 122,868 124,293 125,954 131,334 131,473 134,483 134,585 134,496

Wisconsin......................................... 217,727 220,189 225,486 227,774 226,898 232,721 233,103 233,432 238,572 238,821

Wyoming ......................................... 15,255 14,580 15,505 16,009 15,912 16,557 17,256 17,429 18,764 18,810

Outlying areas

Puerto Rico .................................. 93,436 101,422 104,129 111,950 115,410 120,547 123,752 130,209 137,315 137,782

Virgin Islands................................ 528 969 1,156 1,374 1,234 1,402 1,569 1,511 1,552 1,443

Unknown.......................................... 978 970 1,151 1,012 1,283 1,351 1,543 1,835 1,936 2,148
8.B Medicare: Enrollment, Utilization, and Reimbursement

310 Social Security Bulletin • Annual Statistical Supplement • 2002

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

type of service and type of beneficiary, 1993–2001 (in thousands)

Year claim incurred a All services b

Physicians’ services Outpatient

hospital

services

Independent

laboratory

services

Home

health

services c

All

other

Total Surgical d Medical d services

Persons aged 65 or older Number of bills

1993 ......................................... 507,057 358,766 39,489 319,277 40,806 48,141 160 59,184

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

Allowed charges g (dollars)

1993 ......................................... 69,049,202 33,544,904 11,836,035 21,708,869 24,340,146 1,833,058 177,712 9,153,382

1994 ......................................... 76,875,292 37,701,474 12,860,574 24,840,900 28,538,148 1,848,456 220,762 8,566,452

1995 ......................................... 84,328,051 39,754,448 13,734,400 26,020,048 31,784,922 1,802,713 288,461 10,697,507

1996 ......................................... 88,172,944 39,483,559 13,164,645 26,318,914 34,957,678 1,634,474 319,712 11,777,521

1997 ......................................... 92,890,399 40,447,161 12,953,314 27,493,847 37,665,998 1,490,469 334,512 12,952,259

1998 ......................................... 101,809,496 41,696,171 12,061,669 29,634,502 38,736,941 1,333,092 6,041,312 14,001,980

1999 ......................................... 105,560,460 43,717,804 12,080,067 31,637,737 40,206,691 1,263,854 6,871,518 13,500,593

2000 ......................................... 114,135,596 48,261,747 12,358,986 35,902,761 44,056,275 1,578,371 5,522,898 14,716,305

2001 ......................................... 127,545,083 54,014,704 13,091,543 40,923,161 51,168,383 1,803,532 5,920,263 16,638,201

Amount reimbursed h (dollars)

1993 ......................................... 41,833,141 26,286,845 9,316,794 16,970,051 8,085,005 1,786,035 125,662 5,549,594

1994 ......................................... 45,850,296 29,552,074 10,141,120 19,410,954 9,222,101 1,796,306 158,459 5,121,356

1995 ......................................... 49,727,844 31,117,478 10,833,812 20,283,,666 10,090,443 1,751,375 206,605 6,561,942

1996 ......................................... 50,799,370 30,914,594 10,381,197 20,533,397 10,732,045 1,583,843 228,282 7,340,606

1997 ......................................... 52,433,972 31,683,366 10,218,613 21,464,753 11,207,218 1,440,437 233,,968 7,868,983

1998 ......................................... 56,689,693 32,661,901 9,517,777 23,144,124 10,684,037 1,278,618 4,255,771 7,809,366

1999 ......................................... 58,183,159 34,381,359 9,523,625 24,857,734 10,356,189 1,208,731 4,835,419 7,401,461

2000 ......................................... 62,166,206 37,909,401 9,743,222 28,166,179 10,636,757 1,498,120 4,153,203 7,968,725

2001 ......................................... 69,420,739 42,472,068 10,351,499 32,120,569 12,515,905 1,707,844 3,818,245 8,906,677

Disabled beneficiaries Number of bills

1993 ......................................... 59,885 38,755 3,374 35,381 8,907 5,286 . . . 6,937

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

Allowed charges e (dollars)

1993 ......................................... 10,682,721 3,841,940 1,067,713 2,774,227 5,402,260 208,698 17 1,229,806

1994 ......................................... 12,561,705 4,659,625 1,231,332 3,428,293 6,543,340 247,559 63 1,111,118

1995 ......................................... 14,392,496 5,005,244 1,392,181 3,612,063 7,691,605 280,673 79 1,414,895

1996 ......................................... 15,901,655 5,168,502 1,401,285 3,767,217 8,681,707 284,031 194 1,767,221

1997 ......................................... 17,060,573 5,399,169 1,409,583 3,989,586 9,393,479 281,459 575 1,985,891

1998 ......................................... 18,732,088 5,822,296 1,401,045 4,421,251 9,546,986 252,465 717,283 2,391,058

1999 ......................................... 19,989,414 6,266,038 1,453,807 4,812,231 10,111,034 244,938 865,126 2,502,278

2000 ......................................... 21,961,089 7,109,711 1,526,798 5,582,913 11,048,518 290,804 722,269 2,789,787

2001 ......................................... 24,531,013 8,015,022 1,631,945 6,383,077 12,557,745 316,699 509,807 3,131,740

See footnotes at end of table.
 8.B Medicare: Enrollment, Utilization, and Reimbursement

Social Security Bulletin • Annual Statistical Supplement • 2002 311

Amount reimbursed h (dollars)

1993 ......................................... 6,500,250 2,927,647 831,483 2,096,164 2,521,823 204,857 16 845,907

1994 ......................................... 7,458,910 3,547,187 959,659 2,587,528 2,887,012 242,791 46 781,874

1995 ......................................... 8,408,210 3,791,215 1,088,310 2,702,905 3,331,621 275,955 52 1,009,367

1996 ......................................... 9,099,514 3,908,937 1,095,977 2,812,960 3,652,617 278,816 142 1,259,002

1997 ......................................... 9,592,010 4,093,502 1,103,074 2,990,428 3,839,312 276,056 454 1,382,686

1998 ......................................... 10,437,639 4,405,354 1,095,140 3,310,214 3,776,415 246,255 495,986 1,513,629

1999 ......................................... 10,968,036 4,756,445 1,135,375 3,621,070 3,836,007 238,605 593,674 1,543,305

2000 ......................................... 11,874,526 5,396,707 1,192,908 4,203,799 3,986,289 282,806 523,616 1,685,108

2001 ......................................... 13,235,243 6,101,360 1,278,008 4,823,352 4,512,502 307,831 450,459 1,863,091

a. Period for which the claim 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 on the number of bills are no longer available.

g. Includes physican 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 29, 2002. 

. . . = less than 1,000.

CONTACT: Maria Diacogiannis (410) 786-0178.

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

type of service and type of beneficiary, 1993–2001 (in thousands)—Continued

Year claim incurred a All services b

Physicians’ services Outpatient

hospital

services

Independent

laboratory

services

Home

health

services c

All

other

Total Surgical d Medical d services
8.B Medicare: Enrollment, Utilization, and Reimbursement

312 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Maria Diacogiannis (410) 786-0178.

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Maria Diacogiannis (410) 768-0178.

Table 8.B10—Supplementary Medical Insurance: 

Claims received by carriers and assignment rates, 

1969–2001

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

Table 8.B11—Supplementary Medical Insurance: 

Reasonable charge determination for claims assigned 

and unassigned for aged and disabled persons, 

1971–2001

Year

Claims approved Charges before reduction

Number

(thousands)

Percent

reduced

Amount

(millions)

Percent

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

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
8.B Medicare: Enrollment, Utilization, and Reimbursement

Social Security Bulletin • Annual Statistical Supplement • 2002 313

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data are as of July except for 1995 data which are as of June.

CONTACT: Maria Diacogiannis (410) 786-0178.

Table 8.B12—Supplementary Medical Insurance: State buy-ins, by state or other area, selected years 1991–2002

State or area 1991 1994 1995 1996 1997 1998 1999 2000 2001 2002

All areas............................................. 3,640,121 4,443,683 4,705,625 4,914,789 5,008,860 5,109,228 5,273,573 5,425,048 5,615,326 5,810,613

Alabama....................................................... 97,601 112,909 116,916 120,399 122,720 121,990 128,875 136,860 141,436 144,603

Alaska ......................................................... 4,539 5,853 6,193 6,659 6,835 7,093 7,799 8,486 8,832 9,324

Arizona ........................................................ 28,650 40,360 44,236 47,393 49,213 51,141 53,450 57,712 61,989 74,678

Arkansas ..................................................... 64,996 74,689 77,660 79,549 79,176 78,514 79,508 79,606 80,231 82,040

California...................................................... 646,108 722,377 747,814 768,907 769,335 776,832 793,510 818,846 848,361 892,260

Colorado ...................................................... 36,470 43,747 46,660 49,561 50,749 52,175 53,964 55,325 56,934 57,987

Connecticut.................................................. 23,535 40,812 48,047 50,226 50,668 51,335 52,134 53,141 55,933 60,083

Delaware...................................................... 4,499 6,058 6,645 7,735 8,446 8,900 8,231 10,737 12,094 13,252

District of Columbia...................................... 12,791 13,436 14,152 14,195 14,482 14,582 13,181 14,233 14,621 15,065

Florida.......................................................... 196,992 258,382 271,430 290,838 304,791 313,744 324,172 342,109 358,642 369,092

Georgia ........................................................ 128,976 153,559 160,380 165,210 168,267 171,047 171,638 176,596 181,312 186,466

Hawaii .......................................................... 11,529 15,571 16,695 17,905 18,751 19,226 19,962 20,326 21,090 21,748

Idaho............................................................ 9,127 12,062 12,931 13,835 14,296 14,909 15,868 17,081 18,550 19,725

Illinois........................................................... 94,434 129,353 137,571 144,330 144,684 145,976 149,850 155,743 161,141 163,368

Indiana ......................................................... 60,297 74,598 76,460 75,930 76,846 81,184 82,901 87,543 91,311 95,553

Iowa ............................................................. 41,170 46,223 48,517 50,031 49,344 49,844 50,954 51,976 52,891 54,536

Kansas......................................................... 26,960 32,485 34,708 37,064 37,486 39,008 40,365 41,217 42,126 43,123

Kentucky ...................................................... 76,456 92,555 97,978 103,705 105,188 106,537 111,789 117,697 118,641 122,096

Louisiana...................................................... 87,570 106,915 112,090 114,917 114,482 115,031 116,602 117,179 117,867 120,478

Maine ........................................................... 22,176 27,447 29,453 31,063 32,168 33,006 35,211 36,946 38,161 39,575

Maryland ...................................................... 48,028 55,978 58,865 59,882 59,745 61,669 64,086 65,372 68,010 70,224

Massachusetts............................................. 89,163 118,683 125,859 132,575 132,874 138,796 143,779 152,587 160,198 164,510

Michigan....................................................... 91,340 116,004 123,948 131,263 130,682 135,769 139,411 145,172 148,760 152,758

Minnesota .................................................... 39,366 48,577 52,192 55,989 56,486 57,559 59,926 63,607 66,874 70,873

Mississippi.................................................... 90,530 103,338 108,577 104,036 106,461 106,336 107,176 107,495 116,503 125,832

Missouri........................................................ 55,116 68,610 72,659 76,883 79,847 81,841 85,329 88,343 91,244 93,512

Montana....................................................... 10,058 10,206 11,031 11,638 11,825 11,882 12,274 12,828 13,120 13,359

Nebraska...................................................... 11,358 15,357 16,146 16,986 17,321 18,029 19,064 20,520 21,121 22,120

Nevada......................................................... 8,657 12,350 14,227 15,711 16,435 17,191 18,322 19,155 20,709 22,207

New Hampshire ........................................... 3,807 4,982 5,405 5,878 6,119 6,295 6,875 7,434 8,866 9,231

New Jersey .................................................. 95,795 113,658 122,923 131,292 135,109 137,598 143,024 146,705 149,303 151,644

New Mexico ................................................. 22,246 29,268 29,855 32,346 33,472 34,411 36,023 37,330 39,275 41,263

New York...................................................... 255,952 304,719 325,882 342,539 352,129 363,331 372,824 369,479 395,830 409,388

North Carolina.............................................. 117,656 159,439 186,328 197,039 204,551 210,388 216,563 223,402 228,997 233,229

North Dakota................................................ 4,639 5,400 5,560 5,751 5,684 5,612 5,758 5,908 6,275 6,317

Ohio ............................................................. 112,598 151,070 164,044 172,316 178,365 180,172 181,407 171,139 176,602 182,821

Oklahoma..................................................... 51,457 57,960 60,080 61,723 62,965 63,142 66,115 67,413 67,787 68,905

Oregon......................................................... 28,537 39,558 43,642 47,600 49,553 51,392 55,896 59,169 62,910 66,255

Pennsylvania................................................ 127,519 156,701 162,788 170,790 173,142 179,295 198,492 206,468 215,351 218,691

Rhode Island................................................ 10,585 14,353 15,517 16,780 17,321 17,729 18,513 19,787 21,620 22,928

South Carolina ............................................. 78,701 92,551 95,970 98,817 101,455 104,111 110,032 112,232 116,288 118,635

South Dakota ............................................... 9,399 11,839 12,346 12,661 12,778 12,791 13,112 13,146 13,237 13,542

Tennessee.................................................... 116,861 140,945 148,391 157,602 164,010 171,653 178,707 182,342 184,570 187,438

Texas............................................................ 234,169 294,115 314,991 327,827 336,801 339,648 350,959 360,191 370,598 380,954

Utah ............................................................. 10,263 12,902 13,506 14,387 14,589 14,900 15,569 16,231 16,712 17,497

Vermont........................................................ 8,223 11,240 12,428 12,863 13,048 13,197 13,598 13,754 14,296 14,650

Virginia......................................................... 77,898 97,821 102,964 107,457 108,365 108,427 111,404 113,259 113,898 116,496

Washington .................................................. 54,774 66,830 71,531 76,885 83,128 89,419 91,976 97,390 94,852 99,552

West Virginia................................................ 28,086 36,531 39,720 42,377 43,572 43,019 45,406 46,305 47,774 47,547

Wisconsin..................................................... 67,516 77,472 75,247 78,661 76,109 74,429 74,681 74,101 73,875 75,179

Wyoming ..................................................... 3,505 4,726 5,265 5,548 5,781 5,963 6,183 6,444 6,746 7,087

Outlying areas

Guam ....................................................... 443 600 669 710 682 650 583 417 385 339

Northern Mariana Islands......................... 273 320 314 318 322 311 335 342 367 372

Virgin Islands............................................ 727 189 219 205 207 199 207 204 210 206
8.C Medicare: Participating Facilities

314 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 8.C1—Hospital Insurance and Supplementary Medical Insurance: Number of facilities and beds, by 

participating providers, December 1967–2001, selected years

Year

Hospitals Skilled

nursing

facilitites

Home

health

agencies

Clinical Laboratory

Improvement Act/

independent

All hospitals General laboratories a

a. Includes short-stay and other long-stay hospitals.

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

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: Maria Diacogiannis (410) 786-0178.

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

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 67,073 104,978 . . . . . .
 8.C Medicare: Participating Facilities

Social Security Bulletin • Annual Statistical Supplement • 2002 315

Table 8.C2—Hospital Insurance: Number of participating hospitals and beds per 1,000 enrollees, by state or other 

Census division, state or area

All hospitals Short stay Long stay

Hospitals Beds Hospitals Beds

Beds per

1,000

enrollees a

a. Based on total number of persons enrolled in the Hospital Insurance program as of December 2001 (preliminary). 

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Maria Diacogiannis (410) 786-0178.

Hospitals Beds

All areas.......................................................................................... 6,002 968,761 4,429 844,051 21.3 1,573 124,710

United States ...................................................................................... 5,938 957,635 4,371 834,073 21.6 1,567 123,562

New England.............................................................................................. 266 44,405 180 33,481 15.8 86 10,924

Connecticut......................................................................................... 46 10,781 32 8,763 17.0 14 2,018

Maine.................................................................................................. 41 4,134 30 3,565 16.4 11 569

Massachusetts.................................................................................... 118 20,152 73 13,629 14.2 45 6,523

New Hampshire.................................................................................. 30 3,366 22 2,800 16.3 8 566

Rhode Island ...................................................................................... 15 3,903 11 2,910 17.2 4 993

Vermont .............................................................................................. 16 2,069 12 1,814 20.2 4 255

Middle Atlantic............................................................................................ 621 157,018 480 130,433 22.1 141 26,585

New Jersey......................................................................................... 107 31,790 81 27,921 23.5 26 3,869

New York ............................................................................................ 261 81,393 210 67,044 25.7 51 14,349

Pennsylvania ...................................................................................... 253 43,835 189 35,468 17.0 64 8,367

East North Central ..................................................................................... 880 167,944 665 151,596 23.8 215 16,348

Illinois.................................................................................................. 217 48,722 174 45,324 28.0 43 3,398

Indiana................................................................................................ 149 20,682 102 18,278 21.3 47 2,404

Michigan ............................................................................................. 172 31,000 132 27,524 19.5 40 3,476

Ohio.................................................................................................... 203 47,833 155 43,171 25.5 48 4,662

Wisconsin ........................................................................................... 139 19,707 102 17,299 22.0 37 2,408

West North Central .................................................................................... 765 79,197 488 67,730 23.7 277 11,467

Iowa.................................................................................................... 120 12,071 84 10,914 22.9 36 1,157

Kansas................................................................................................ 149 11,418 95 9,716 25.0 54 1,702

Minnesota........................................................................................... 148 17,058 115 14,533 22.1 33 2,525

Missouri .............................................................................................. 137 24,869 101 22,568 26.2 36 2,301

Nebraska ............................................................................................ 95 7,041 31 4,663 18.4 64 2,378

North Dakota ...................................................................................... 51 3,382 22 2,544 24.8 29 838

South Dakota...................................................................................... 65 3,358 40 2,792 23.3 25 566

South Atlantic............................................................................................. 892 173,234 671 152,460 20.2 221 20,774

Delaware ............................................................................................ 11 2,328 5 1,892 16.6 6 436

District of Columbia ............................................................................ 14 4,834 8 3,675 50.9 6 1,159

Florida................................................................................................. 230 52,657 175 48,846 17.3 55 3,811

Georgia............................................................................................... 179 25,984 131 22,521 24.4 48 3,463

Maryland............................................................................................. 67 16,620 48 13,229 20.4 19 3,391

North Carolina .................................................................................... 134 26,429 111 23,035 20.0 23 3,394

South Carolina.................................................................................... 74 12,457 59 11,232 19.5 15 1,225

Virginia................................................................................................ 118 22,403 90 19,507 21.7 28 2,896

West Virginia....................................................................................... 65 9,522 44 8,523 25.1 21 999

East South Central..................................................................................... 493 75,759 402 69,430 27.0 91 6,329

Alabama ............................................................................................. 124 20,446 106 18,965 27.5 18 1,481

Kentucky............................................................................................. 115 17,431 85 15,256 24.5 30 2,175

Mississippi .......................................................................................... 106 12,916 96 12,397 29.4 10 519

Tennessee .......................................................................................... 148 24,966 115 22,812 27.2 33 2,154

West South Central.................................................................................... 917 105,297 631 89,100 23.2 286 16,197

Arkansas............................................................................................. 104 10,712 68 8,656 19.6 36 2,056

Louisiana ............................................................................................ 187 22,425 113 18,186 30.4 74 4,239

Oklahoma ........................................................................................... 143 14,510 103 12,896 25.3 40 1,614

Texas .................................................................................................. 483 57,650 347 49,362 21.6 136 8,288

Mountain .................................................................................................... 441 45,832 306 39,479 17.8 135 6,353

Arizona ............................................................................................... 83 11,983 66 10,829 15.8 17 1,154

Colorado............................................................................................. 81 11,336 53 9,401 20.0 28 1,935

Idaho................................................................................................... 47 2,851 23 2,337 13.9 24 514

Montana.............................................................................................. 61 2,881 37 2,461 17.9 24 420

Nevada ............................................................................................... 42 4,984 24 4,170 16.7 18 814

New Mexico........................................................................................ 51 4,952 37 4,345 18.5 14 607

Utah.................................................................................................... 48 5,288 42 4,468 21.4 6 820

Wyoming............................................................................................. 28 1,557 24 1,468 22.1 4 89

Pacific ........................................................................................................ 663 108,949 548 100,364 19.1 115 8,585

Alaska................................................................................................. 24 1,527 18 1,291 29.6 6 236

California ............................................................................................ 452 82,848 382 77,185 20.2 70 5,663

Hawaii................................................................................................. 27 2,747 18 2,286 13.7 9 461

Oregon................................................................................................ 62 7,959 52 7,513 15.3 10 446

Washington......................................................................................... 98 13,868 78 12,089 16.4 20 1,779

Outlying areas............................................................................................ 64 11,126 58 9,978 11.3 6 1,148

Puerto Rico......................................................................................... 59 10,441 53 9,293 16.9 6 1,148

Virgin Islands...................................................................................... 2 320 2 320 29.7 0 0

Other................................................................................................... 3 365 3 365 1.1 0 0

area, December 2001
8.C Medicare: Participating Facilities

316 Social Security Bulletin • Annual Statistical Supplement • 2002

Table 8.C3—Hospital Insurance and 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 2001

Census division, state or area

Skilled nursing facilities

Home

health

agencies

Clinical

Laboratory

Improvement

Act facilities

End stage

renal diseases

Number Beds facilities

Beds per 1,000

enrollees a

a. Based on total number of beneficiaries enrolled in the Hospital Insurance program as of December 2001. 

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Maria Diacogiannis (410) 786-0178.

All areas................................................ 14,755 1,104,978 27.9 6,813 173,807 4,113

United States ............................................ 14,746 1,104,595 28.3 6,764 172,803 4,073

New England.................................................... 1,065 93,956 37.5 314 9,052 140

Connecticut............................................... 245 28,067 54.6 83 2,503 31

Maine........................................................ 125 7,922 13.2 35 946 12

Massachusetts.......................................... 488 42,012 43.8 126 3,623 68

New Hampshire........................................ 67 5,142 29.9 34 810 10

Rhode Island ............................................ 97 7,681 45.3 23 752 13

Vermont .................................................... 43 3,132 35.0 13 418 6

Middle Atlantic.................................................. 1,777 219,612 37.3 548 21,809 542

New Jersey............................................... 363 37,682 31.7 53 4,892 92

New York .................................................. 665 120,287 46.0 208 9,667 218

Pennsylvania ............................................ 749 61,643 29.5 287 7,250 232

East North Central ........................................... 2,813 181,990 28.6 1,083 28,840 580

Illinois........................................................ 657 24,694 15.2 276 7,477 143

Indiana...................................................... 496 31,139 36.3 157 4,301 84

Michigan ................................................... 389 30,064 21.3 191 5,955 112

Ohio.......................................................... 900 61,361 36.3 333 8,338 157

Wisconsin ................................................. 371 34,732 44.2 126 2,769 84

West North Central .......................................... 1,771 114,820 40.1 855 13,272 319

Iowa.......................................................... 310 19,429 40.7 180 2,318 49

Kansas...................................................... 256 14,219 36.5 134 2,137 41

Minnesota................................................. 406 37,283 56.6 230 2,222 68

Missouri .................................................... 454 19,745 22.9 164 4,235 103

Nebraska .................................................. 170 11,304 44.5 67 1,292 25

North Dakota ............................................ 87 6,702 65.3 33 475 13

South Dakota............................................ 88 6,138 51.2 47 593 20

South Atlantic................................................... 2,276 170,082 22.5 948 34,799 911

Delaware .................................................. 37 3,099 27.3 17 589 14

District of Columbia .................................. 20 1,986 27.5 15 458 24

Florida....................................................... 718 55,235 19.6 308 11,303 253

Georgia..................................................... 327 27,045 29.3 94 5,731 176

Maryland................................................... 238 16,980 26.1 53 3,186 105

North Carolina .......................................... 408 32,097 27.9 166 5,158 114

South Carolina.......................................... 178 12,921 22.5 72 2,798 81

Virginia...................................................... 236 14,097 15.7 155 4,049 122

West Virginia ............................................ 114 6,622 19.5 68 1,527 22

East South Central........................................... 951 62,404 24.2 452 11,374 324

Alabama ................................................... 223 17,872 25.9 140 2,981 98

Kentucky................................................... 304 19,880 31.9 108 2,696 48

Mississippi ................................................ 148 11,576 27.4 61 1,838 65

Tennessee ................................................ 276 13,076 15.6 143 3,859 113

West South Central.......................................... 1,666 107,469 28.0 1,453 21,391 552

Arkansas................................................... 191 10,827 24.6 180 1,785 60

Louisiana .................................................. 250 20,646 34.5 243 3,506 128

Oklahoma ................................................. 234 14,012 27.5 187 2,611 58

Texas ........................................................ 991 61,984 27.1 843 13,489 306

Mountain .......................................................... 749 50,143 22.6 471 9,468 234

Arizona ..................................................... 139 7,917 11.6 62 2,623 90

Colorado................................................... 200 13,711 29.2 128 2,201 39

Idaho......................................................... 81 6,012 35.7 50 685 7

Montana.................................................... 101 6,855 49.7 50 619 16

Nevada ..................................................... 44 4,789 19.2 37 937 19

New Mexico.............................................. 70 2,652 11.3 66 1,059 31

Utah.......................................................... 81 5,494 26.3 41 1,022 23

Wyoming................................................... 33 2,713 40.9 37 322 9

Pacific .............................................................. 1678 104,119 19.8 640 22,798 471

Alaska....................................................... 15 502 11.5 16 437 2

California .................................................. 1,244 79,135 20.7 488 16,909 364

Hawaii....................................................... 41 3,443 20.6 14 751 17

Oregon...................................................... 121 6,406 13.1 61 1,914 42

Washington............................................... 257 14,633 19.8 61 2,787 46

Outlying areas.................................................. 9 383 0.4 49 1,004 40

Puerto Rico............................................... 7 287 0.5 45 921 32

Virgin Islands............................................ 1 60 5.6 2 26 3

Other......................................................... 1 36 0.1 2 57 5
 8.E Medicaid: Recipients

Social Security Bulletin • Annual Statistical Supplement • 2002 317

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 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 Care excludes unknowns. 

. . . = not applicable.

CONTACT: Tony Parker (410) 786-0155.

Table 8.E1—Unduplicated number of recipients, total vendor payments, and average amounts, by type of medical 

service, selected fiscal years 1972–1998

Fiscal

year Total

Inpatient

services in—

Intermediatecare facility (ICF)

services for—

Nursing

facility a

a. Beginning in fiscal year 1991, “Nursing facility services” category combines “ICF, 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

hosptal Clinic

Laboratory and

radiologicalHome

health

Prescribed

drugs

Family

planning Other

General

hospital

Mental

hospital

Mentally

retarded

All

other

Number (thousands)

1972........ 17,606 2,832 40 . . . . . . 552 12,282 2,397 1,600 5,215 501 3,523 105 11,139 . . . 2,531

1975........ 22,007 3,432 67 69 682 630 15,198 3,944 2,673 7,437 1,086 4,738 343 14,155 1,217 2,911

1980........ 21,605 3,680 66 121 789 606 13,765 4,652 3,234 9,705 1,531 3,212 392 13,707 1,129 2,563

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 . . . 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 . . . 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 . . . 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 . . . 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 . . . 1,646 18,555 4,965 4,342 12,158 5,285 9,381 1,225 19,338 2,011 34,820

Amount (millions of dollars)

1972........ 6,300 2,557 113 . . . . . . 1,471 794 170 59 365 41 81 24 512 . . . 112

1975........ 12,242 3,374 405 380 1,885 2,434 1,225 339 127 373 389 126 70 815 67 233

1980........ 23,311 6,412 775 1,989 4,202 3,685 1,875 462 198 1,101 320 121 332 1,318 81 440

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 . . . 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 . . . 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 . . . 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 . . . 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 . . . 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 . . . 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 . . . 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 . . . 31,892 6,070 901 587 5,759 3,921 939 2,702 13,522 449 38,747

Average amount (dollars)

1972........ 358 903 2,825 . . . . . . 2,665 65 71 37 70 82 23 229 46 . . . 44

1975........ 556 983 6,017 5,538 2,764 3,865 81 86 48 50 358 27 204 58 55 80

1980........ 1,079 1,742 11,697 16,439 5,322 6,079 136 99 61 113 113 38 846 96 72 172

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 . . . 13,811 256 136 102 303 630 85 5,048 277 164 328

1992........ 2,936 4,075 28,364 56,502 . . . 14,965 282 149 114 349 685 88 5,283 307 196 342

1993........ 3,042 4,366 28,948 59,156 . . . 15,798 293 156 179 378 714 88 5,250 333 212 385

1994........ 3,089 4,463 24,120 52,571 . . . 16,533 296 153 192 383 713 88 5,445 363 201 444

1995........ 3,311 4,735 29,847 68,613 . . . 17,424 309 160 178 397 804 90 5,740 413 206 555

1996........ 3,369 4,696 21,873 68,232 . . . 18,589 317 166 205 409 833 96 6,293 474 200 566

1997........ 3,568 4,877 22,990 72,033 . . . 19,029 333 275 190 453 902 93 6,575 571 200 639

1998........ 3,501 5,031 20,701 74,960 . . . 19,379 327 182 135 474 742 100 2,206 699 223 1,113
8.E Medicaid: Recipient

318 Social Security Bulletin • Annual Statistical Supplement • 2002

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 amounts, by type of eligibility 

category, selected fiscal years 1972–1998

Fiscal year Total

Aged 65

or older Blind

Permanent

and total

disability

Dependent

children

under age 21

Adults in families

with dependent

children Other

Number (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

Amount (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

Average amount (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
 8.H Medicaid: State Data

Social Security Bulletin • Annual Statistical Supplement • 2002 319

SOURCE: Centers for Medicare & Medicaid Services.

CONTACT: Tony Parker (410) 786-0155.

Table 8.H1—Number of recipients, amount of payments, and average amount per recipient, by state or other area, 

fiscal year 1998

State or area Recipients

Amount

(millions of dollars) Average amount (dollars)

All areas................................................................................. 40,649,482 142,318 3,501

Alabama........................................................................................... 527,078 1,902 3,609

Alaska .............................................................................................. 74,508 330 4,434

Arizona............................................................................................. 507,668 1,644 3,238

Arkansas.......................................................................................... 424,727 1,376 3,239

California.......................................................................................... 7,082,175 14,237 2,010

Colorado .......................................................................................... 344,916 1,439 4,173

Connecticut...................................................................................... 381,208 2,421 6,350

Delaware.......................................................................................... 101,436 420 4,138

District of Columbia.......................................................................... 166,146 731 4,402

Florida.............................................................................................. 1,904,591 5,687 2,986

Georgia ............................................................................................ 1,221,978 3,012 2,466

Hawaii .............................................................................................. 184,614 507 2,749

Idaho ............................................................................................... 123,176 425 3,446

Illinois............................................................................................... 1,363,856 6,173 4,526

Indiana ............................................................................................ 607,293 2,564 4,222

Iowa ................................................................................................. 314,936 1,289 4,092

Kansas............................................................................................. 241,933 916 3,788

Kentucky .......................................................................................... 644,482 2,425 3,763

Louisiana.......................................................................................... 720,615 2,384 3,308

Maine .............................................................................................. 170,456 747 4,383

Maryland .......................................................................................... 561,085 2,489 4,437

Massachusetts................................................................................. 908,238 4,609 5,075

Michigan........................................................................................... 1,362,890 4,345 3,188

Minnesota ........................................................................................ 538,413 2,924 5,432

Mississippi........................................................................................ 485,767 1,442 2,969

Missouri............................................................................................ 734,015 2,570 3,501

Montana........................................................................................... 100,760 361 3,585

Nebraska.......................................................................................... 211,188 753 3,566

Nevada............................................................................................. 128,144 462 3,606

New Hampshire ............................................................................... 93,970 606 6,449

New Jersey ...................................................................................... 813,251 4,219 5,188

New Mexico ..................................................................................... 329,418 862 2,617

New York.......................................................................................... 3,073,241 24,299 7,907

North Carolina.................................................................................. 1,167,988 4,014 3,437

North Dakota.................................................................................... 62,280 341 5,476

Ohio ................................................................................................. 1,290,776 6,121 4,742

Oklahoma......................................................................................... 342,475 1,178 3,439

Oregon............................................................................................. 511,171 1,378 2,695

Pennsylvania.................................................................................... 1,523,120 6,080 3,992

Rhode Island.................................................................................... 153,130 919 6,004

South Carolina ................................................................................. 594,962 2,019 3,393

South Dakota ................................................................................... 89,537 356 3,974

Tennessee........................................................................................ 1,843,661 3,167 1,718

Texas ............................................................................................... 2,324,810 7,140 3,071

Utah ................................................................................................. 215,801 619 2,867

Vermont............................................................................................ 123,992 351 2,834

Virginia............................................................................................. 653,236 2,118 3,243

Washington ...................................................................................... 1,413,208 2,044 1,447

West Virginia.................................................................................... 342,668 1,243 3,628

Wisconsin......................................................................................... 518,595 2,206 4,255

Wyoming.......................................................................................... 46,121 192 4,163

Outlying areas

Puerto Rico .................................................................................. 964,015 250 259

Virgin Islands................................................................................ 19,764 10 511
9.A Unemployment Insurance 

320 Social Security Bulletin • Annual Statistical Supplement • 2002

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: Cindy Ambler (202) 693-3177.

Table 9.A2—Summary data on state programs, 2001

State or 

area

Covered employment 

(excludes federal 

government) Insured

unemployment

as percent

of covered

employment a

a. Based on average covered employment in 12-month period.

Number

of first

payments

Average weekly 

benefit for total 

unemployment

Average

weekly

insured

unemployment

Average

actual

duration

(weeks)

Claimants exhausting 

benefitsb

b. Percentages based on first payments for 12-month period.

Contributions

collected c

 (millions of

dollars)

c. 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.

Benefits

paid d

(milions of

dollars)

d. Adjusted to exclude voided benefit checks and for transfers under interstate combined-wage plan. Excludes Extended Benefits and Emergency Unemployment 

Compensation.

Average

employer

contribution

ratee

(percent)

e. 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.

Average

number

of

workers

(thousands)

Total

payroll f

 (millions of

dollars)

f. Total wages earned in covered employment during all pay periods ended within the year.

Amount g

(dollars)

g. Includes dependents' allowances for states that provide such benefits.

Percent

of

average

weekly

wages h

h. Based on average total weekly wage in current year.

Number

Percent

 of first

paymentsb

Total.. 127,944 4,580,925 2.3 9,877,448 238.07 34.6 2,973,783 13.8 2,827,089 34.1 19,680.2 31,629.2 1.7

AL ....... 1,804 53,325 2.1 164,210 164.17 28.9 38,494 11.0 37,120 23.8 176.7 285.0 1.3

AK....... 266 9,389 4.6 44,017 193.01 28.5 12,227 14.2 17,256 40.2 109.1 111.9 2.6

AZ....... 2,195 72,798 1.5 113,334 172.74 27.1 32,647 13.4 29,660 35.7 147.6 274.4 0.9

AR ...... 1,106 29,804 3.1 115,116 220.10 42.5 34,651 11.9 31,496 31.8 156.4 276.8 1.8

CA ...... 14,723 606,882 3.0 1,289,136 172.01 21.7 435,308 15.5 427,497 39.3 2,736.0 3,362.2 2.6

CO ...... 2,148 80,924 1.3 94,146 291.47 40.2 27,196 11.6 31,127 48.8 166.9 319.9 0.9

CT....... 1,644 77,214 2.3 147,056 277.09 30.7 38,301 13.3 30,575 25.8 276.9 509.1 1.4

DE ...... 401 15,377 1.8 29,531 220.71 29.9 7,265 13.6 6,050 21.7 52.6 94.5 1.7

DC ...... 452 23,822 1.3 22,703 261.56 25.8 6,086 15.7 8,436 53.5 92.8 91.3 2.2

FL ....... 7,040 220,045 1.5 336,088 223.24 37.1 102,127 12.8 112,932 43.3 525.4 965.2 1.1

GA ...... 3,783 131,759 1.6 269,538 228.42 34.1 61,549 10.2 72,221 31.1 133.7 606.0 0.5

HI........ 527 15,992 2.2 40,245 296.97 50.9 11,527 12.7 7,478 28.2 106.9 141.8 1.1

ID........ 558 15,303 3.0 57,109 223.46 42.4 16,532 12.1 14,541 29.1 83.2 146.0 1.2

IL ........ 5,795 225,505 2.6 446,294 268.68 35.9 150,491 15.4 129,770 34.9 1,007.1 1,902.0 2.1

IN........ 2,833 89,510 1.9 206,761 243.98 40.2 55,049 11.7 61,037 34.8 210.6 596.4 1.1

IA ........ 1,410 40,427 2.0 113,983 249.57 45.3 28,078 11.6 21,356 21.4 203.8 312.8 1.2

KS....... 1,294 38,649 1.6 69,886 260.89 45.4 21,126 13.4 18,629 28.9 172.9 240.3 1.3

KY....... 1,700 50,623 2.1 145,026 234.32 40.9 36,464 13.0 26,814 20.7 220.8 413.1 1.7

LA ....... 1,835 52,880 1.5 87,044 193.94 35.0 28,026 14.0 26,755 33.6 117.8 231.6 1.5

ME ...... 579 16,445 1.9 34,545 215.83 39.5 10,904 14.4 8,747 28.5 145.2 100.6 2.8

MD...... 2,296 85,063 1.7 124,289 235.27 33.0 38,791 13.7 31,446 30.7 259.6 393.0 1.4

MA ...... 3,222 144,671 2.8 271,897 334.72 38.8 89,572 15.6 69,684 33.8 822.4 1,366.4 2.3

MI ....... 4,418 164,684 3.1 525,766 260.73 36.4 135,942 12.2 120,730 25.7 962.2 1,632.5 2.6

MN...... 2,576 93,924 1.9 164,690 306.73 43.7 49,469 14.0 40,674 30.4 330.5 663.3 0.9

MS ...... 1,086 27,698 2.5 82,333 162.99 33.2 26,833 13.8 23,372 31.5 95.4 181.7 1.3

MO...... 2,598 83,530 2.1 174,147 200.49 32.4 55,569 14.0 49,515 30.4 236.3 491.2 1.4

MT ...... 371 9,103 2.4 26,187 194.19 41.1 8,728 14.2 8,175 30.5 59.2 67.8 1.1

NE ...... 868 24,418 1.2 38,498 204.80 37.9 10,323 12.3 11,320 34.0 55.0 95.4 1.0

NV ...... 1,029 33,847 2.6 93,051 228.46 36.1 27,228 13.4 26,595 37.5 222.7 292.4 1.3

NH ...... 602 21,264 1.1 26,728 240.59 35.4 6,371 9.5 1,922 11.3 32.2 66.8 0.8

NJ ....... 3,810 168,150 2.9 312,865 308.91 36.4 109,050 16.7 133,631 50.3 1,335.7 1,550.4 2.0

NM...... 700 19,552 1.7 34,903 193.23 36.0 11,648 14.7 9,878 33.2 73.0 97.3 0.9

NY ...... 8,293 387,038 2.5 624,207 268.99 30.0 208,477 15.7 245,313 50.0 1,840.7 2,716.1 3.0

NC ...... 3,741 119,166 2.4 382,640 248.00 40.5 91,579 10.6 74,072 23.5 315.9 936.8 0.7

ND ...... 302 7,644 1.4 13,383 218.17 44.8 4,146 13.2 4,336 36.0 39.9 43.9 1.2

OH ...... 5,353 176,814 2.1 364,626 247.65 39.0 113,087 13.6 80,264 24.8 594.1 1,242.3 1.4

OK ...... 1,416 38,850 1.3 61,786 227.88 43.2 18,543 13.2 17,935 35.1 54.2 175.5 0.4

OR ...... 1,567 51,604 3.9 203,344 255.97 40.4 60,431 14.4 51,655 30.7 453.2 675.1 1.7

PA....... 5,444 189,067 3.3 545,596 281.52 42.2 178,252 15.0 122,679 26.5 1,372.8 2,132.2 3.6

RI........ 458 15,189 3.0 44,154 289.12 45.3 13,949 14.3 13,579 33.7 133.7 174.3 3.0

SC ...... 1,757 50,994 2.6 161,564 205.88 36.9 45,018 11.9 38,957 29.1 167.1 385.5 1.4

SD ...... 354 8,881 0.8 10,945 189.91 39.3 2,946 10.2 1,001 10.4 13.8 23.7 0.6

TN....... 2,575 80,195 2.3 247,085 197.81 33.0 60,429 12.3 70,324 32.2 271.4 580.2 1.5

TX....... 9,174 328,772 1.7 484,532 241.35 35.0 151,953 14.0 210,515 56.0 1,113.0 1,545.5 1.2

UT....... 1,017 30,124 1.5 60,270 252.84 44.4 15,678 11.8 16,545 34.7 66.0 177.5 0.5

VA....... 292 8,754 2.0 25,236 232.93 40.4 5,964 11.6 2,965 14.8 41.6 64.1 2.0

VT....... 3,290 118,188 1.1 150,664 234.63 34.0 35,332 10.3 30,116 25.4 150.4 392.3 0.6

WA...... 2,623 97,576 3.6 272,761 311.27 43.5 93,503 16.4 70,512 30.8 960.3 1,250.20 2.1

WV...... 664 18,188 2.3 51,251 202.14 38.4 15,198 13.2 9,790 19.0 131.8 132.1 2.9

WI ....... 2,687 84,409 2.9 327,155 241.71 40.0 77,361 11.5 55,913 19.9 425.4 811.5 1.8

WY...... 230 6,358 1.3 11,559 215.31 40.6 2,907 11.0 2,571 22.8 22.0 27.0 1.2

Other

PR... 995 19,234 5.5 131,291 93.62 25.2 54,883 18.4 61,052 49.1 179.2 258.1 3.4

VI .... 43 1,246 1.3 2,277 225.74 40.9 574 12.3 556 42.9 7.0 6.2 2.7
9.B Workers’ Compensation

Social Security Bulletin • Annual Statistical Supplement • 2002 321

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 1940–2000

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. Costs include: premiums written by private carriers and state funds; benefits paid plus 11 percent administrative costs for self-insured employers; and benefits paid plus 

administrative expenses for federal system for government employees.

Benefits as a

percentage

of covered

payroll b

 b. Excludes programs financed from general revenue—mostly for federal Black Lung benefits.

Total

Type of insurance Type of benefits

Private

carriers c

 c. Net cash and medical benefits paid 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 by federal system for government employees; beginning in 1970, also includes cash 

benefits paid by federal Black Lung program.

Employers’

self-insurance e

 e. Cash and medical benefits paid by self-insurers, plus value of medical benefits paid by employers carrying workers’ compensation policies that exclude standard medical 

coverage.

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............................... 109.4 44,586 22,306 10,753 11,527 17,194 27,392 2.05 1.52

1995............................... 112.8 43,373 21,145 10,996 11,232 16,733 26,640 1.83 1.39

1996............................... 114.8 41,836 20,392 10,669 10,775 16,555 25,281 1.66 1.26

1997............................... 117.6 41,085 20,905 10,310 9,870 15,698 25,387 1.47 1.15

1998............................... 120.8 42,213 22,591 10,381 9,241 16,305 25,907 1.37 1.09

1999............................... 123.8 43,137 23,615 10,216 9,305 17,938 25,199 1.32 1.04

2000............................... 126.6 45,916 25,652 10,424 9,840 20,005 25,911 1.25 1.03
9.B Workers’ Compensation

322 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 1997–2000 (in thousands of dollars)

State and federal program 1997 1998 1999 2000

United States, total a ........................................

 a. Calendar year data, except fiscal year data for federal civilian and other programs and for some states with state funds. Payments represent compensation and medical 

benefits and include insurance losses paid by private insurance carriers (compiled from state workers’ compensation agencies and the A.M. Best Company); disbursement 

of state funds (compiled from the A.M. Best Company, state workers’ compensation agencies, and U.S. Census Bureau); and self-insurance payments, estimated from 

available state data. Includes benefit payments under Longshore and Harbor Workers’ Compensation Act for states in which such payments are made. For data for 1990, 

and 1993–1995, see U.S. Census Bureau, Statistical Abstract of the United States: 1999 (119th ed.) Washington, D.C., 1999, Table 630, p. 397.

 41,084,959 42,212,616 43,137,227 45,915,902

Alabama................................................................... 530,230 615,316 596,233 529,189

Alaska ...................................................................... 130,045 128,576 137,630 155,628

Arizona..................................................................... 427,885 393,907 426,739 481,520

Arkansas.................................................................. 157,128 161,146 165,341 187,825

California.................................................................. 7,073,544 7,374,486 7,856,442 8,949,070

Colorado .................................................................. 675,008 709,535 655,446 768,758

Connecticut.............................................................. 731,830 711,130 722,156 667,056

Delaware.................................................................. 120,719 118,511 96,877 100,247

District of Columbia.................................................. 81,696 75,800 81,757 77,682

Florida...................................................................... 2,374,287 2,207,984 2,079,830 2,272,859

Georgia .................................................................... 713,955 808,533 813,754 881,848

Hawaii ...................................................................... 254,995 233,491 211,138 231,359

Idaho........................................................................ 138,800 154,762 153,012 167,664

Illinois....................................................................... 1,576,651 1,689,846 1,715,615 1,812,577

Indiana ..................................................................... 437,797 482,029 520,621 550,394

Iowa ......................................................................... 273,155 292,002 283,253 328,854

Kansas..................................................................... 312,698 318,352 326,196 341,505

Kentucky .................................................................. 413,483 430,958 460,583 516,360

Louisiana.................................................................. 419,777 428,782 427,851 455,142

Maine ....................................................................... 271,307 246,169 249,195 252,283

Maryland .................................................................. 1,113,399 1,045,372 1,152,005 1,194,629

Massachusetts......................................................... 653,327 641,409 633,840 666,455

Michigan................................................................... 1,332,222 1,366,963 1,392,806 1,574,467

Minnesota ................................................................ 738,100 732,300 744,600 798,100

Mississippi................................................................ 231,340 234,700 253,532 269,215

Missouri.................................................................... 527,053 589,366 591,292 525,553

Montana................................................................... 157,367 170,715 144,856 150,269

Nebraska.................................................................. 184,673 181,945 173,149 186,217

Nevada..................................................................... 346,021 330,092 372,764 286,522

New Hampshire ....................................................... 155,397 163,885 170,347 168,439

New Jersey .............................................................. 923,460 954,696 987,378 1,066,542

New Mexico ............................................................. 119,893 116,819 117,168 136,830

New York.................................................................. 2,618,320 2,686,247 2,782,474 2,828,018

North Carolina.......................................................... 619,021 765,817 708,144 788,369

North Dakota............................................................ 76,617 81,403 76,997 85,767

Ohio ......................................................................... 2,030,046 2,068,878 2,018,909 2,091,992

Oklahoma................................................................. 547,355 520,181 464,095 417,478

Oregon..................................................................... 417,222 430,521 384,110 412,710

Pennsylvania............................................................ 2,471,021 2,418,072 2,441,255 2,378,591

Rhode Island............................................................ 97,926 104,199 109,148 122,316

South Carolina ......................................................... 459,377 483,606 511,735 596,526

South Dakota ........................................................... 73,862 72,722 80,331 76,453

Tennessee................................................................ 432,662 517,846 512,651 588,475

Texas........................................................................ 1,377,393 1,494,410 1,673,064 1,949,128

Utah ......................................................................... 127,492 146,986 180,666 159,280

Vermont.................................................................... 87,488 95,056 103,607 114,393

Virginia..................................................................... 534,350 591,068 579,991 534,014

Washington .............................................................. 1,234,495 1,309,371 1,418,255 1,499,070

West Virginia............................................................ 616,790 629,480 665,403 741,049

Wisconsin................................................................. 594,463 621,973 652,281 703,299

Wyoming.................................................................. 68,068 74,469 71,151 46,357

Federal programs

Civilian employee ................................................. 1,900,953 1,955,287 2,008,909 2,099,613

Black lung b .........................................................

 b. Includes payments by the Social Security Administration and the Department of Labor.

 1,102,798 1,035,450 980,642 931,946
9.B Workers’ Compensation

Social Security Bulletin • Annual Statistical Supplement • 2002 323

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.

Table 9.B3—Type of insurer and medical benefits, by state and federal program, 2000 (in thousands of dollars)

State and federal program

Benefits paid by type of insurer Medical benefits paid

Total

Private

carriers a

 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.

State

funds

Selfinsurance b

 b. Self-insurance includes individual self-insurers and group self-insurance.

Total

As a percentage

of cash benefits

United States, total.............................................. 45,915,902 . . . . . . . . . 20,005,232 43.6

Alabama....................................................................... 529,189 304,964 . . . 224,225 295,425 55.9

Alaska .......................................................................... 155,628 124,733 . . . 30,895 94,598 60.8

Arizona......................................................................... 481,520 221,036 190,147 70,337 289,456 c 60.5

 c. In 2000, the medical benefits estimation method changed. Medical estimates were based on data provided by the National Council on Compensation Insurance.

Arkansas...................................................................... 187,825 127,434 . . . 60,391 111,797 59.7

California...................................................................... 8,949,070 5,273,661 1,146,339 2,529,070 4,072,954 d 45.8

 d. For these states, the data used for the imputation procedure were unavailable, so the percentage of medical benefits was estimated to be the weighted average of the 

percentages in the states reporting such a percentage.

Colorado ...................................................................... 768,758 315,068 250,606 203,084 354,733 c 46.1

Connecticut.................................................................. 667,056 498,584 . . . 168,473 257,414 c 38.7

Delaware...................................................................... 100,247 80,685 . . . 19,562 42,900 d 42.9

District of Columbia...................................................... 77,682 60,648 . . . 17,035 25,720 c 33.2

Florida.......................................................................... 2,272,859 1,729,765 . . . 543,093 1,228,025 c 54.2

Georgia ........................................................................ 881,848 486,476 . . . 395,372 405,876 c 46.0

Hawaii .......................................................................... 231,359 153,432 15,602 62,325 96,478 c 41.8

Idaho............................................................................ 167,664 71,266 84,266 12,132 94,074 c 56.1

Illinois........................................................................... 1,812,577 1,412,631 . . . 399,946 796,963 c 44.0

Indiana ......................................................................... 550,394 419,695 . . . 130,699 356,860 d 64.8

Iowa ............................................................................. 328,854 266,927 . . . 61,927 161,891 c 49.3

Kansas......................................................................... 341,505 246,390 . . . 95,114 183,575 d 54.1

Kentucky ...................................................................... 516,360 322,211 21,605 172,544 275,514 c 53.7

Louisiana...................................................................... 455,142 243,807 105,925 105,410 226,548 c 49.9

Maine ........................................................................... 252,283 110,266 52,426 89,591 104,371 c 42.9

Maryland ...................................................................... 1,194,629 921,002 163,510 110,117 511,901 c 42.9

Massachusetts............................................................. 666,455 577,209 . . . 89,246 218,897 c 42.9

Michigan....................................................................... 1,574,467 909,278 . . . 665,189 540,692 d 39.2

Minnesota .................................................................... 798,100 529,600 88,100 180,400 369,500 c 46.3

Mississippi.................................................................... 269,215 177,951 . . . 91,264 150,926 c 56.0

Missouri........................................................................ 525,553 437,763 50,127 37,663 255,076 c 48.2

Montana....................................................................... 150,269 61,442 64,230 24,598 79,343 c 52.4

Nebraska...................................................................... 186,217 136,438 . . . 49,779 101,468 c 55.0

Nevada......................................................................... 286,522 230,610 . . . 55,912 131,469 c 46.7

New Hampshire ........................................................... 168,439 131,710 . . . 36,729 90,357 c 53.8

New Jersey .................................................................. 1,066,542 978,232 . . . 88,310 457,069 d 42.9

New Mexico ................................................................. 136,830 78,829 11,570 46,431 78,879 c 57.8

New York...................................................................... 2,828,018 1,346,945 839,136 641,937 925,576 29.9

North Carolina.............................................................. 788,369 589,435 . . . 198,934 349,149 d 44.4

North Dakota................................................................ 85,767 483 85,284 . . . 45,583 d 42.9

Ohio ............................................................................. 2,091,992 21,680 1,630,436 439,876 868,891 d 41.5

Oklahoma..................................................................... 417,478 257,945 100,753 58,781 191,852 c 46.0

Oregon......................................................................... 412,710 222,142 158,660 31,909 201,518 c 48.9

Pennsylvania................................................................ 2,378,591 1,660,173 154,560 563,857 903,314 d 38.1

Rhode Island................................................................ 122,316 58,223 53,151 10,943 37,623 c 30.8

South Carolina ............................................................. 596,526 429,146 44,651 122,730 267,016 c 44.9

South Dakota ............................................................... 76,453 63,363 . . . 13,090 46,694 c 61.2

Tennessee.................................................................... 588,475 459,169 . . . 129,306 300,684 c 51.2

Texas............................................................................ 1,949,128 1,582,644 204,035 162,449 1,165,390 d 59.8

Utah ............................................................................. 159,280 72,347 69,392 17,541 106,337 c 66.8

Vermont........................................................................ 114,393 87,737 . . . 26,656 54,671 c 47.9

Virginia......................................................................... 534,014 482,455 . . . 51,559 279,594 c 52.4

Washington .................................................................. 1,499,070 19,262 1,147,139 332,669 525,987 d 35.2

West Virginia................................................................ 741,049 2,679 615,581 122,788 219,052 d 29.6

Wisconsin..................................................................... 703,299 655,442 . . . 47,857 414,678 d 59.0

Wyoming...................................................................... 46,357 933 45,424 . . . 19,887 d 42.9

Total other than federal programs................................ 42,884,343 25,651,943 7,392,656 9,839,744 19,384,246 45.2

Federal programs......................................................... 3,031,559 . . . . . . . . . 620,986 20.5

Civilian employee ..................................................... 2,099,613 . . . . . . . . . 548,596 26.1

Black Lung ............................................................... 931,946 . . . . . . . . . 72,390 7.8
9.C Temporary Disability Insurance

324 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 1999

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

(weeks) per

period paid

Contributions

collected

(millions of

dollars)

Net

benefits

paid

(millions of

dollars)

Administrative

expenditures

(millions of

dollars) b

 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 1998.

12,274 282,800 d

 d. Data not available.

d d d 1,910.0 170.0

State-operated fund.............................................. 11,798 265 80.0 234.47 12.30 1,360.3 1,749.0 142.0

Private plans ........................................................ 476 18,200 d 395.90 11.12 145.0 162.0 28.0

Hawaii e (private plans) ...........................................

 e. Includes data not shown separately for special fund for workers whose disability begins during unemployment. In 1999, the fund paid $51,161 in benefits.

283 5,853 23.1 385.00 3.43 39.6 30.5 d

New Jersey f ............................................................

 f. State fiscal year data.

 g 3,425

 g. Estimated data.

d d d d d 470.3 34.0

State-operated fund.............................................. g 2,743 g 47,100 d 295.00 d 378.6 333.0 h 32.4

 h. Costs elevated because of expenditures for 2000.

Private plans ........................................................ g 682 d d d d d 137.3 1.6

New York.................................................................. 6,437 i 44,423

 i. First $7,000 of earnings of each employee, which was paid by the employer during the calendar year.

48.6 185.92 7.00 d 532.6 f 8.7

Special state fund j ..............................................

 j. For workers whose disability begins during unemployment.

. . . . . . 0.5 149.24 15.50 d 4.0 d

Private plans k .....................................................

 k. Includes State Insurance Fund of $11.9 million.

6,437 44, 423 48.1 186.31 7.00 d l 528.5

 l. Includes medical, surgical, and hospital benefits amounting to $62.7 million paid under approved plans.

d

Puerto Rico .............................................................. 630 12,505 d d d d 9.0 4.5

State-operated fund.............................................. 108 8,603 1.3 86.05 9.20 13.2 5.7 4.1

Private plans ........................................................ 522 3,902 0.7 92.42 7.96 0.9 3.3 0.4

Rhode Island (state-operated fund) ......................... 400 9,215 8.0 275.00 8.70 117.0 114.3 5.7

Railroad (publicly operated fund)............................. 256 3,076 m 5.6

 m. For 14-day registration period.

 n 219.55

 n. For benefit year 1998–1999 (July 1, 1998–June 30, 1999).

n 14.00 o 110.1

 o. Single system of contributions and administrative operations for railroad unemployment insurance and temporary disability; collections amounted to $110.1 million and 

administrative expenses to $15.1 million for the system in 1999.

 p 38.0

 p. Of this amount, $34.3 million was for regular benefits and $3.6 million for extended benefits.

o 15.1
9.D Black Lung Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 325

Table 9.D1—Currently payable to miners, widows, and dependents, December 1970–2001

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.

NOTE: Benefits payable under Part B of the Black Lung program established by the Federal Coal Mine Health and Safety Act of 1969. Beginning October 1, 1997, 

responsibility for maintenance and payment of Part B benefits was transferred from the Social Security Administration (SSA) to the Department of Labor (DOL); SSA, however, 

maintains responsibility for conducting formal hearings necessary to resolve contested issues with regard to Part B claims. Benefits under Part C (generally claims arising 

July 1, 1973 and later) are also administered by the DOL but are not included here.

CONTACT: Wayne Tacy (301) 731-5116 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
9.D Black Lung Benefits

326 Social Security Bulletin • Annual Statistical Supplement • 2002

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data.

NOTES: December 2001 data not available. Benefits payable under Part B of the Black Lung program established by the Federal Coal Mine Health and Safety Act of 1969. 

Beginning October 1, 1997, responsibility for maintenance and payment of Part B benefits was transferred from the Social Security Administration (SSA) to the Department of 

Labor (DOL); SSA, however, maintains responsibility for conducting formal hearings necessary to resolve contested issues with regard to Part B claims. Benefits under Part C 

(generally claims arising July 1, 1973 and later) are also administered by the DOL but are not included here. 

CONTACT: Wayne Tacy (301) 731-5116 or Joseph Bondar (410) 965-0162.

Table 9.D2—Currently payable to miners, widows, and dependents, by state or other area, June 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.

Widowsc

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.................... 75,526 9,023 52,921 13,582 36,795 6,239 30,556

Alabama............................. 3,038 224 2,313 501 1,503 156 1,347

Alaska ................................ 11 0 11 0 6 0 6

Arizona............................... 236 21 190 25 118 14 104

Arkansas............................ 437 48 338 51 216 33 184

California............................ 497 42 397 58 249 27 222

Colorado ............................ 540 46 430 64 270 32 238

Connecticut........................ 143 6 125 12 72 4 69

Delaware............................ 95 8 77 10 48 5 43

District of Columbia............ 23 d

d. Not shown to avoid disclosure of information regarding particular individuals.

19 d 11 d 10

Florida................................ 1,791 216 1,280 295 875 153 722

Georgia .............................. 308 30 237 41 153 19 134

Hawaii ................................ 4 ddd 2 d d

Idaho.................................. 26 d 18 5 13 d 10

Illinois................................. 2,694 208 2,173 313 1,353 138 1,215

Indiana ............................... 1,466 131 1,097 238 729 90 640

Iowa ................................... 316 29 245 42 159 19 139

Kansas............................... 132 d 120 9 67 d 65

Kentucky ............................ 10,881 1,775 6,483 2,623 5,125 1,267 3,859

Louisiana............................ 34 4 24 6 17 3 14

Maine ................................. d d d d d d d

Maryland ............................ 694 64 514 116 344 42 303

Massachusetts................... 40 d 33 6 20 d 20

Michigan............................. 843 55 665 123 424 38 386

Minnesota .......................... 23 0 20 3 12 0 12

Mississippi.......................... 52 6 36 10 25 4 21

Missouri.............................. 245 11 204 30 123 7 116

Montana............................. 93 7 76 10 47 5 42

Nebraska............................ 9 0 8 d 5 0 5

Nevada............................... 68 4 57 7 34 3 31

New Hampshire ................. d d d d d d d

New Jersey ........................ 554 30 466 58 279 20 259

New Mexico ....................... 164 12 127 25 81 9 73

New York............................ 488 25 400 63 247 17 230

North Carolina.................... 655 62 484 109 323 44 280

North Dakota...................... 4 0 4 0 2 0 2

Ohio ................................... 4,625 399 3,453 773 2,295 277 2,018

Oklahoma........................... 337 41 251 45 166 27 139

Oregon............................... 51 6 36 9 25 4 21

Pennsylvania...................... 18,468 1,958 13,997 2,513 9,175 1,294 7,881

Rhode Island...................... 7 0 6 d 4 0 4

South Carolina ................... 227 20 162 45 111 15 95

South Dakota ..................... d d d d d d d

Tennessee.......................... 2,983 329 2,110 544 1,456 228 1,228

Texas.................................. 218 16 166 36 110 10 100

Utah ................................... 372 46 275 51 183 32 151

Vermont.............................. 6 0 6 0 3 0 3

Virginia............................... 6,025 929 3,785 1,311 2,871 659 2,212

Washington ........................ 137 13 110 14 68 9 60

West Virginia...................... 15,166 2,174 9,643 3,349 7,224 1,519 5,705

Wisconsin........................... 37 d 31 d 19 d 17

Wyoming ........................... 131 9 106 16 66 6 60

Other.................................. 124 7 102 15 63 6 59
9.F Veterans’ Benefits

Social Security Bulletin • Annual Statistical Supplement • 2002 327

SOURCE: Department of Veterans Affairs published and unpublished data.

NOTE: . . . = not applicable.

CONTACT: Gloria Royce (202) 273-5776.

Table 9.F1—Number of payments, by type of payment and age, selected months and years, 1940–2001 

(in thousands)

Month and year Total a

 a. Persons receiving payments under special acts and as retired emergency and reserve officers are included in total but not in the distribution.

Disability compensation or pension

Service-connected

Not-service-connected

All

ages

Under age 65 Aged 65 or older

Total

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.

Total

Disability rating b

All

ages

Under

age 65

Aged

65 or older

Less than

70 percent

70–100

percent

Less than

70 percent

70–100

percent

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
9.G TANF/AFDC and Emergency Assistance

328 Social Security Bulletin • Annual Statistical Supplement • 2002

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

average monthly payment, selected years 1936–2001

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 (dollars)

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)

Monthly average per—

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 10,079 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 34.8 178,824 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 14,164 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...................... 2,553 6,822 5,120 10,929,489 356.70 133.52 . . . . . . . . .

2000...................... 2,216 5,778 4,268 10,489,603 394.55 151.28 . . . . . . . . .

2001...................... 2,104 5,363 3,987 10,124,437 401.09 157.32 . . . . . . . . .
9.G TANF/AFDC & Emergency Assistance

Social Security Bulletin • Annual Statistical Supplement • 2002 329

SOURCE: Department of Health and Human Services.

CONTACT: Evelyn Mills (202) 401-4055.

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, 2000

State or area

TANF

effective

date a 

 a. Transition from Aid to Families with Dependent Children (AFDC) to TANF reporting systems occurred July 1, 1997, or 6 months after TANF effective date, whichever was 

later.

Average monthly number Amount of assistance b (dollars)

 b. TANF expenditures include cash payments and services.

Families

Recipients

Total

(thousands)

Monthly average per—

Total Children Family Recipient

All areas........................ 2,215,524 5,778,337 4,267,504 10,489,603 394.55 151.28

Alabama................................... 11/15/96 18,874 45,059 36,200 29,627 130.81 54.79

Alaska ...................................... 7/1/97 6,935 20,887 14,088 56,148 674.69 224.01

Arizona..................................... 10/1/96 33,034 84,458 64,568 105,293 265.62 103.89

Arkansas.................................. 7/1/97 11,971 28,704 21,542 41,202 286.83 119.62

California.................................. 11/26/96 488,667 1,262,274 972,116 3,771,362 643.14 248.98

Colorado .................................. 7/1/97 10,838 27,880 21,143 44,147 339.43 131.95

Connecticut.............................. 10/1/96 27,261 63,959 45,369 145,856 445.87 190.04

Delaware.................................. 3/10/97 5,856 12,181 8,689 17,480 248.76 119.59

District of Columbia.................. 3/1/97 17,011 45,320 33,332 69,611 341.00 128.00

Florida...................................... 10/1/96 64,812 142,030 114,347 185,229 238.16 108.68

Georgia .................................... 1/1/97 51,839 125,476 98,559 141,888 228.09 94.23

Hawaii ...................................... 7/1/97 14,086 45,851 33,546 87,930 520.21 159.81

Idaho........................................ 7/1/97 1,297 2,333 1,913 4,418 283.82 157.77

Illinois....................................... 7/1/97 77,740 234,071 179,025 191,068 204.82 68.02

Indiana ..................................... 10/1/96 36,576 101,380 73,292 106,929 243.62 87.89

Iowa ......................................... 1/1/97 19,799 52,758 35,808 76,493 321.95 120.82

Kansas..................................... 10/1/96 12,592 31,652 22,813 43,346 286.87 114.12

Kentucky .................................. 10/18/96 37,795 86,559 62,979 101,522 223.84 97.74

Louisiana.................................. 1/1/97 26,776 71,269 56,090 61,357 190.96 71.74

Maine ....................................... 11/1/96 10,519 27,506 18,752 48,571 384.78 147.16

Maryland .................................. 12/9/96 29,055 71,283 52,592 108,376 310.84 126.70

Massachusetts......................... 9/30/96 43,133 99,666 71,166 334,415 646.09 279.61

Michigan................................... 9/30/96 71,529 198,012 147,027 303,599 353.70 127.77

Minnesota ................................ 7/1/97 38,691 114,232 80,058 191,570 412.61 139.75

Mississippi................................ 10/1/96 15,049 34,013 26,846 26,294 145.60 64.42

Missouri.................................... 12/1/96 46,613 124,561 89,231 141,683 253.30 94.79

Montana................................... 12/16/96 4,550 12,907 8,589 20,474 375.00 132.19

Nebraska.................................. 12/1/96 9,428 23,688 17,286 37,858 334.64 133.18

Nevada..................................... 12/3/96 6,452 16,438 12,347 22,428 289.68 113.71

New Hampshire ....................... 10/1/96 5,741 13,739 9,450 31,291 454.22 189.80

New Jersey .............................. 2/1/97 49,658 125,082 93,465 235,423 395.07 156.85

New Mexico ............................. 7/1/97 22,985 68,986 48,152 92,423 335.09 111.64

New York.................................. 12/2/96 249,788 694,950 473,867 1,445,449 482.23 173.33

North Carolina.......................... 1/1/97 45,056 97,746 75,094 116,798 216.03 99.58

North Dakota............................ 7/1/97 2,888 7,477 5,435 12,872 371.43 143.46

Ohio ......................................... 10/1/96 95,105 235,416 173,593 372,351 326.26 131.81

Oklahoma................................. 10/1/96 14,195 35,488 27,579 38,861 228.14 91.25

Oregon..................................... 10/1/96 16,731 37,966 28,090 99,896 497.57 219.27

Pennsylvania............................ 3/3/97 87,678 240,903 177,632 341,065 324.16 117.98

Rhode Island............................ 5/1/97 16,058 44,255 30,501 83,953 435.68 158.08

South Carolina ......................... 10/12/96 17,526 41,559 31,744 31,632 150.40 63.43

South Dakota ........................... 12/1/96 2,778 6,656 5,414 9,330 279.85 116.82

Tennessee................................ 10/1/96 56,594 146,801 107,100 118,043 173.82 67.01

Texas........................................ 11/5/96 129,453 346,753 255,492 296,851 191.09 71.34

Utah ......................................... 10/1/96 8,127 21,203 15,355 35,309 362.07 138.77

Vermont.................................... 9/20/96 5,876 15,650 9,992 34,860 494.37 185.62

Virginia..................................... 2/1/97 30,731 69,315 50,942 89,970 243.97 108.17

Washington .............................. 1/10/97 55,646 148,444 101,973 297,504 445.53 167.01

West Virginia............................ 1/11/97 12,621 33,466 22,939 44,985 297.01 112.02

Wisconsin................................. 9/30/96 16,939 38,352 32,670 86,536 425.72 188.03

Wyoming.................................. 1/1/97 578 1,118 911 1,341 193.37 99.98

Outlying areas

Guam ................................... 7/1/97 2,807 9,900 7,503 17,116 508.10 144.08

Puerto Rico .......................... 7/1/97 30,311 87,688 61,136 36,970 101.64 35.13

Virgin Islands........................ 7/1/97 878 3,021 2,162 2,597 246.58 71.65
9.G AFDC/TANF and Emergency Assistance

330 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 2001

State or area

TANF

effective

date a 

 a. Transition from Aid to Families with Dependent Children (AFDC) to TANF reporting systems occurred July 1, 1997, or 6 months after TANF effective date, whichever was 

later. 

Average monthly number Amount of assistance b (dollars)

 b. TANF expenditures include cash payments and services.

SOURCE: Department of Health and Human Services.

CONTACT: Evelyn Mills (202) 401-4055.

Families

Recipients

Total

(thousands)

Monthly average per—

Total Children Family Recipient

All areas........................ 2,103,542 5,362,817 3,987,194 10,124,437 401.09 157.32

Alabama................................... 11/15/96 18,317 43,492 34,773 30,724 139.78 58.87

Alaska ...................................... 7/1/97 5,893 17,192 11,652 49,481 699.72 239.84

Arizona..................................... 10/1/96 34,760 89,017 66,908 113,343 271.73 106.11

Arkansas.................................. 7/1/97 11,894 27,787 20,761 38,463 269.48 115.35

California.................................. 11/26/96 464,917 1,176,872 918,069 3,670,436 657.90 259.90

Colorado .................................. 7/1/97 10,864 27,786 21,006 45,350 347.86 136.01

Connecticut.............................. 10/1/96 25,711 59,024 41,895 139,655 452.64 197.17

Delaware.................................. 3/10/97 5,377 12,183 9,323 15,885 246.18 108.66

District of Columbia.................. 3/1/97 16,171 42,883 31,478 66,283 341.57 128.80

Florida...................................... 10/1/96 58,217 122,554 99,738 172,273 246.60 117.14

Georgia .................................... 1/1/97 51,094 121,335 93,881 135,501 221.00 93.06

Hawaii ...................................... 7/1/97 12,500 40,234 29,638 77,956 519.69 161.47

Idaho........................................ 7/1/97 1,303 2,268 1,886 4,461 285.32 163.94

Illinois....................................... 7/1/97 58,151 169,214 133,196 107,140 153.54 52.76

Indiana ..................................... 10/1/96 43,308 121,481 87,042 144,013 277.11 98.79

Iowa ......................................... 1/1/97 20,356 54,525 36,741 79,021 323.49 120.77

Kansas..................................... 10/1/96 13,266 33,630 23,975 46,918 294.73 116.26

Kentucky .................................. 10/18/96 35,754 80,674 59,405 100,286 233.74 103.59

Louisiana.................................. 1/1/97 24,728 63,997 50,805 68,990 232.50 89.84

Maine ....................................... 11/1/96 9,548 25,768 17,730 44,327 386.87 143.35

Maryland .................................. 12/9/96 27,695 67,627 49,718 112,675 339.04 138.84

Massachusetts......................... 9/30/96 43,399 100,661 71,736 294,433 565.36 243.75

Michigan................................... 9/30/96 72,393 197,722 146,406 299,852 345.17 126.38

Minnesota ................................ 7/1/97 37,806 108,102 75,894 179,186 394.97 138.13

Mississippi................................ 10/1/96 16,098 36,810 28,369 29,624 153.35 67.07

Missouri.................................... 12/1/96 45,483 120,980 86,487 137,208 251.39 94.51

Montana................................... 12/16/96 5,174 14,666 9,681 26,484 426.56 150.48

Nebraska.................................. 12/1/96 9,679 24,181 17,791 39,625 341.14 136.56

Nevada..................................... 12/3/96 8,051 21,063 15,714 31,647 327.58 125.21

New Hampshire ....................... 10/1/96 5,730 13,676 9,411 33,220 483.11 202.43

New Jersey .............................. 2/1/97 44,307 110,494 82,753 209,528 394.09 158.02

New Mexico ............................. 7/1/97 18,161 51,116 36,879 69,457 318.72 113.24

New York.................................. 12/2/96 217,756 580,203 402,384 1,304,387 499.18 187.35

North Carolina.......................... 1/1/97 43,186 92,558 71,403 112,604 217.29 101.38

North Dakota............................ 7/1/97 3,070 7,975 5,713 15,023 407.75 156.98

Ohio ......................................... 10/1/96 83,918 194,617 145,080 324,848 322.58 139.10

Oklahoma................................. 10/1/96 13,974 34,425 26,432 35,496 211.68 85.93

Oregon..................................... 10/1/96 16,649 37,554 27,943 105,605 528.59 234.34

Pennsylvania............................ 3/3/97 81,997 213,559 157,368 425,017 431.94 165.85

Rhode Island............................ 5/1/97 15,002 40,906 28,371 78,106 433.87 159.12

South Carolina ......................... 10/12/96 18,988 46,058 34,258 32,668 143.37 59.11

South Dakota ........................... 12/1/96 2,736 6,391 5,216 9,803 298.60 127.82

Tennessee................................ 10/1/96 60,430 157,771 114,117 123,616 170.47 65.29

Texas........................................ 11/5/96 130,137 343,505 256,094 284,433 182.14 69.00

Utah ......................................... 10/1/96 7,505 19,234 13,994 35,502 394.22 153.82

Vermont.................................... 9/20/96 5,407 14,314 9,171 32,680 503.67 190.26

Virginia..................................... 2/1/97 29,279 65,045 47,815 89,009 253.34 114.03

Washington .............................. 1/10/97 54,430 141,209 97,638 289,480 443.20 170.83

West Virginia............................ 1/11/97 15,338 40,644 27,517 66,830 363.10 137.02

Wisconsin................................. 9/30/96 17,915 41,109 34,373 93,094 433.05 188.72

Wyoming.................................. 1/1/97 507 945 785 1,162 191.12 102.52

Outlying areas

Guam ................................... 7/1/97 2,887 10,035 7,166 17,477 504.40 145.13

Puerto Rico .......................... 7/1/97 25,635 73,287 51,785 32,041 104.16 36.43

Virgin Islands........................ 7/1/97 692 2,465 1,836 2,108 253.76 71.25
9.H Food Stamps 

Social Security Bulletin • Annual Statistical Supplement • 2002 331

Table 9.H1—Number of persons participating, amount of benefits, and average benefit, fiscal years 1962–2001

Fiscal year

Average number

of participants

(thousands)

Annual benefit

(thousands of dollars)

Annual 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

1993c ..............................................................................................................

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
9.J Low-Income Home Energy Assistance Program 

332 Social Security Bulletin • Annual Statistical Supplement • 2002

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

year 2000

State Heating Cooling

Energy crisis intervention Low-cost residential

weatherization/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 3,604,295

b. Totals include households that received combined heating and cooling assistance in Arizona, and California; households that received energy assistance in Hawaii with no 

differentiation made between heating and cooling assistance.

318,438 925,311 88,339 90,985

Alabama.................................................................... 38,396 31,752 8,339 14,669 643

Alaska ....................................................................... 6,835 . . . 471 . . . 825

Arizona...................................................................... b 16,486 c

c. Excludes households that received combined heating and cooling assistance in Arizona, and California; housholds that received energy assistance in Hawaii with no 

differentiation made between heating and cooling assistance.

5,190 . . . 476

Arkansas................................................................... 31,112 5,602 10,225 2,453 825

California................................................................... b 89,471 c 32,174 . . . 17,058

Colorado ................................................................... 48,767 . . . 4,523 . . . 1,741

Connecticut............................................................... 56,322 . . . 13,678 . . . . . .

Delaware................................................................... 10,215 2,145 2,807 . . . 231

District of Columbia................................................... 11,742 . . . 2,913 . . . 334

Florida....................................................................... 34,701 36,425 17,817 40,803 786

Georgia ..................................................................... 76,101 27,137 . . . . . . 873

Hawaii ....................................................................... b 5,095 c . . . 1,080 . . .

Idaho......................................................................... 21,306 . . . 3,759 . . . 995

Illinois........................................................................ 94,819 52,515 9,484 . . . 975

Indiana ...................................................................... 97,021 20,547 15,355 . . . 1,865

Iowa .......................................................................... 62,052 . . . 1,888 369 1,412

Kansas...................................................................... 21,183 . . . 4,960 . . . 490

Kentucky ................................................................... 91,304 . . . 44,749 . . . 841

Louisiana................................................................... 8,836 26,510 15,177 . . . 319

Maine ........................................................................ 44,844 . . . 3,576 . . . 1,440

Maryland ................................................................... 60,551 . . . d 4,848

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.

4,848 175

Massachusetts.......................................................... 113,408 6,248 d10,647 . . . 9,916

Michigan.................................................................... 295,772 . . . 40,279 . . . 3,483

Minnesota ................................................................. 84,122 . . . 12,802 . . . 638

Mississippi................................................................. 22,487 16,038 2,314 . . . . . .

Missouri..................................................................... 88,989 . . . 44,394 . . . . . .

Montana.................................................................... 14,294 . . . 379 . . . 417

Nebraska................................................................... 23,092 5,736 28,306 545 516

Nevada...................................................................... 7,844 4,314 . . . 12 . . .

New Hampshire ........................................................ 23,081 . . . 3,295 . . . 653

New Jersey ............................................................... 179,318 27,662 11,915 . . . 1,792

New Mexico .............................................................. 18,765 . . . 5,069 . . . 365

New York................................................................... 676,804 . . . 126,772 . . . 11,696

North Carolina........................................................... 146,873 . . . 123,169 . . . 2,028

North Dakota............................................................. 11,293 . . . 1,109 . . . 738

Ohio .......................................................................... 195,380 . . . 109,130 19,596 4,453

Oklahoma.................................................................. 52,680 8,468 1,443 . . . 417

Oregon...................................................................... 48,405 . . . 142 . . . 1,103

Pennsylvania............................................................. 226,736 . . . 74,725 . . . 4,335

Rhode Island............................................................. 19,176 . . . 10,770 . . . 470

South Carolina .......................................................... 48,213 . . . 20,831 3,509 694

South Dakota ............................................................ 11,546 . . . 401 . . . 444

Tennessee................................................................. 44,598 12,059 6,916 . . . 1,705

Texas......................................................................... 18,508 24,259 42,649 . . . 3,591

Utah .......................................................................... 25,615 . . . 911 . . . 349

Vermont..................................................................... 16,762 . . . 4,875 455 1,000

Virginia...................................................................... 82,910 11,021 4,919 . . . 1,538

Washington ............................................................... 47,115 . . . 1,866 . . . 1,733

West Virginia............................................................. 38,248 . . . 12,353 . . . 1,027

Wisconsin.................................................................. 88,105 . . . 20,184 . . . 3,311

Wyoming .................................................................. 6,997 . . . 813 . . . 269
 9.J Low-Income Home Energy Assistance Program

Social Security Bulletin • Annual Statistical Supplement • 2002 333

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. Totals include households that received combined heating and cooling assistance in Arizona, and California; households that received energy assistance in Hawaii 

with no differentiation made between heating and cooling assistance.

. . . = not applicable.

CONTACT: Leon Litow (202) 401-5304.

Table 9.J1.1—Number of households receiving home energy assistance, by type of assistance, fiscal years 

1982–2000 

Fiscal year Heating Cooling

Energy crisis intervention Low-cost residential

weatherization/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
9.J Low-Income Home Energy Assistance Program 

334 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2000 (in dollars)

State

Amount of regular

federal allocation

Amount of supplemental

federal allocation

Carried 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.

1,059,828,175 731,648,623 58,888,497

Alabama............................................................................................. 9,159,178 10,863,820 1,073,146

Alaska ................................................................................................ 4,186,744 4,955,588 583,990

Arizona............................................................................................... 4,091,692 1,607,543 00

Arkansas............................................................................................ 7,026,837 4,138,358 257,949

California............................................................................................ 49,063,305 24,742,717 0

Colorado ............................................................................................ 17,200,336 7,937,927 2,020,560

Connecticut........................................................................................ 22,471,059 20,713,185 3,182,648

Delaware............................................................................................ 2,982,600 3,529,994 538,774

District of Columbia............................................................................ 3,489,792 1,682,544 243,916

Florida................................................................................................ 14,565,607 5,999,663 999,994

Georgia .............................................................................................. 11,520,809 11,026,132 1,356,835

Hawaii ................................................................................................ 1,160,209 329,035 14,898

Idaho.................................................................................................. 6,608,837 2,423,380 147,758

Illinois................................................................................................. 62,196,011 29,651,762 0

Indiana ............................................................................................... 28,153,942 12,921,449 0

Iowa ................................................................................................... 19,957,799 9,906,843 1,813,863

Kansas............................................................................................... 9,155,802 4,365,000 0

Kentucky ............................................................................................ 14,654,685 6,434,640 0

Louisiana............................................................................................ 9,414,701 8,249,734 0

Maine ................................................................................................. 14,025,580 22,314,824 528,033

Maryland ............................................................................................ 17,205,806 12,510,589 0

Massachusetts................................................................................... 44,931,579 44,153,889 2,999,768

Michigan............................................................................................. 58,803,782 28,622,910 5,619,446

Minnesota .......................................................................................... 42,541,940 21,179,227 421,769

Mississippi.......................................................................................... 7,882,021 7,370,750 57,321

Missouri.............................................................................................. 24,843,515 11,532,159 2,632,587

Montana............................................................................................. 6,687,755 2,848,440 0

Nebraska............................................................................................ 9,863,898 4,736,587 954,144

Nevada............................................................................................... 2,091,695 816,470 91,713

New Hampshire ................................................................................. 8,508,035 12,329,240 88,768

New Jersey ........................................................................................ 41,624,347 42,372,178 4,349,000

New Mexico ....................................................................................... 5,157,728 2,380,284 404,367

New York............................................................................................ 136,008,341 128,249,579 13,323,554

North Carolina.................................................................................... 19,549,300 14,949,481 0

North Dakota...................................................................................... 6,827,513 3,338,823 1,227,799

Ohio ................................................................................................... 55,021,668 25,532,250 2,995,118

Oklahoma........................................................................................... 7,792,742 3,536,921 40,589

Oregon............................................................................................... 13,241,364 4,529,229 817,785

Pennsylvania...................................................................................... 73,186,585 61,658,347 7,723,814

Rhode Island...................................................................................... 7,377,989 8,992,459 0

South Carolina ................................................................................... 7,313,755 6,523,566 0

South Dakota ..................................................................................... 5,716,877 3,197,979 0

Tennessee.......................................................................................... 14,844,882 6,205,754 0

Texas.................................................................................................. 24,241,701 24,693,430 0

Utah ................................................................................................... 7,858,682 3,706,660 848,169

Vermont.............................................................................................. 6,377,075 6,174,944 1,052,263

Virginia............................................................................................... 20,958,595 14,515,996 427,870

Washington ........................................................................................ 21,086,620 6,998,350 50,289

West Virginia...................................................................................... 9,698,117 4,060,988 0

Wisconsin........................................................................................... 38,293,855 18,690,537 0

Wyoming ........................................................................................... 3,204,888 1,446,469 102,877
 9.J Low-Income Home Energy Assistance Program

Social Security Bulletin • Annual Statistical Supplement • 2002 335

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 1982–2000 (in dollars)

Fiscal year

Amount of regular

federal allocation

Amount of supplemental

federal allocation

Carried 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 a ................................................................................................

 a. Net of set-asides to direct-grant Indian tribes and tribal organizations and the insular areas.

1,059,828,175 731,648,623 58,888,497
9.J Low-Income Home Energy Assistance Program 

336 Social Security Bulletin • Annual Statistical Supplement • 2002

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

year 2000 (in dollars)

State

Heating

 assistance

benefits

Cooling

assistance

benefits

Crisis

assistance

benefits

Weatherization

assistance

benefits

 United States ..................... a a 818,811,085

a. Includes funds for households that received combined heating and cooling assistance in Arizona, and California; households that received energy assistance in Hawaii with 

no differentiation made between heating and cooling assistance.

 b b 72,445,852

b. Excludes funds for households that received combined heating and cooling assistance in Arizona, and California; households that received energy assistance in Hawaii with 

no differentiation made between heating and cooling assistance.

249,906,169 158,628,023

Alabama........................................ 5,057,246 5,301,358 3,668,825 700,999

Alaska .......................................... 4,378,047 . . . 313,064 c 3,510,865

c. Includes $1.9 million in state funds.

Arizona ........................................ a 2,437,174 b 768,120 596,149

Arkansas....................................... 3,430,504 558,821 2,107,775 1,301,372

California ..................................... a 24,466,678 . . . 20,551,144 19,842,880

Colorado ...................................... 16,282,346 . . . 741,125 2,403,941

Connecticut .................................. 25,793,926 . . . 4,721,599 . . .

Delaware....................................... 2,475,566 451,100 541,741 976,890

District of Columbia....................... 2,410,867 . . . 321,178 627,950

Florida........................................... 4,033,065 2,118,153 8,222,185 1,930,409

Georgia ......................................... 8,860,773 4,212,039 . . . 1,728,121

Hawaii ........................................... 1,233,279 b 92,626 . . .

Idaho............................................. 3,516,734 . . . 1,073,953 1,511,044

Illinois............................................ 31,254,373 8,299,663 2,689,041 1,314,564

Indiana .......................................... 24,513,163 558,576 1,666,638 3,399,771

Iowa .............................................. 14,723,811 . . . 1,032,331 3,306,401

Kansas.......................................... 7,851,772 . . . 1,992,822 2,328,919

Kentucky ....................................... 8,514,968 . . . 4,193,528 1,979,733

Louisiana....................................... 1,801,541 5,404,626 7,424,626 1,412,204

Maine ........................................... 23,615,093 . . . 778,232 4,040,698

Maryland ...................................... 21,348,585 d 500,000 440,000

Massachusetts.............................. 49,195,446 2,850,346 5,014,311 4,536,061

Michigan........................................ 46,264,148 d d

d. Excludes funds for households that received expedited heating assistance for winter crisis situations.

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ admistrative data.

NOTES: Includes federal LIHEAP appropriated funds and non-federal funds operated through the LIHEAP program.

 . . . = not applicable.

CONTACT: Leon Litow (202) 401-5304. 

9,522,484 976,125

Minnesota ..................................... 33,985,357 . .. 6,665,237 1,988,479

Mississippi..................................... 9,660,999 3,236,272 557,682 . . .

Missouri......................................... 16,423,409 . . . 11,192,825 . . .

Montana ....................................... 5,245,695 . . . 236,339 1,704,167

Nebraska....................................... 3,969,273 511,807 4,243,239 1,160,632

Nevada.......................................... 1,055,326 1,032,000 1,906 . . .

New Hampshire ............................ 14,000,554 . . . 652,784 1,153,310

New Jersey ................................... 47,645,967 2,800,000 5,600,000 3,585,000

New Mexico .................................. 3,480,187 . . . 712,810 834,992

New York....................................... 99,816,780 . . . 59,996,724 32,892,917

North Carolina............................... 12,995,982 . . . 15,749,609 2,988,114

North Dakota................................. 5,287,548 . . . 1,496,841 1,800,000

Ohio .............................................. 29,299,022 . . . 19,486,341 5,538,351

Oklahoma...................................... 4,968,369 1,173,450 851,510 700,964

Oregon.......................................... 9,970,424 . . . 46,648 2,979,307

Pennsylvania................................. 63,373,566 . . . 18,561,434 10,563,968

Rhode Island................................. 7,944,003 . . . 2,039,598 2,031,178

South Carolina .............................. 7,537,013 . . . 3,312,423 1,714,827

South Dakota ................................ 5,332,922 . . . 49,961 857,249

Tennessee..................................... 11,149,500 2,914,629 1,729,000 2,105,750

Texas............................................. 6,448,699 27,691,470 3,793,352 3,689,484

Utah .............................................. 5,620,367 . . . 654,992 1,272,253

Vermont ........................................ 6,339,920 . . . 1,606,126 1,170,000

Virginia.......................................... 21,950,738 3,331,542 1,962,832 4,281,573

Washington ................................... 16,187,566 . . . 898,849 3,535,619

West Virginia................................. 5,308,080 . . . 2,603,986 2,319,187

Wisconsin ..................................... 28,091,879 . . . 7,110,895 8,030,866

Wyoming....................................... 2,262,835 . . . 154,878 864,740
 9.J Low-Income Home Energy Assistance Program

Social Security Bulletin • Annual Statistical Supplement • 2002 337

SOURCE: Low-Income Home Energy Assistance Program, U.S. Administration for Children and Families’ administrative data.

NOTE: Includes federal LIHEAP appropriated funds and non-federal 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 1982–2000 

(in dollars)

Fiscal year

Heating

 assistance

benefits

Cooling

assistance

benefits

Crisis

assistance

benefits

Weatherization

assistance

benefits

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

Appendix A: Sampling Variability

Social Security Bulletin • Annual Statistical Supplement • 2002 339

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 Tables A.2 and A.3 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.

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
Appendix A: Sampling Variability

340 Social Security Bulletin • Annual Statistical Supplement • 2002

CONTACT: Cherice N. Jefferies (410) 965-5520.

Table A.2— Approximations of standard errors of 

estimated percentage of persons from 1 percent file

Size of base

(inflated)

2

or 98

5

or 95

10

or 90

25

or 75 50

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 0.1 0.1 0.2 0.2

50,000,000......... aaa 0.1 0.1

100,000,000....... aaaaa

a. Less than 0.05 percent.

Table A.3— Approximations of standard errors of 

estimated percentage of persons from 10 percent file

Size of base

(inflated)

2

or 98

5

or 95

10

or 90

25

or 75 50

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

a. Less than 0.05 percent.

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
Technical Note: Appendix B: OASDI Benefit Award Data

Social Security Bulletin • Annual Statistical Supplement • 2002 341

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.

0

• 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.
Appendix C: Poverty Data

342 Social Security Bulletin • Annual Statistical Supplement • 2002

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 percent 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 which

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
Appendix C: Poverty Data

Social Security Bulletin • Annual Statistical Supplement • 2002 343

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.

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) crossclassified 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: www.census.gov/hhes/www/povmeas.html.

Data on the poverty population and on family and

personal income are collected in the March Current

Population Survey (CPS). Data from the March survey are

also known as the Annual Demographic File. 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

from all sources, including public income transfers, but

before federal, state, or local personal income taxes.

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.
Appendix C: Poverty Data

344 Social Security Bulletin • Annual Statistical Supplement • 2002

Further details about CPS methodology may be found

in Technical Paper 63RV, available at

www.bls.census.gov/cps/tp/tp63.htm.

If you need to find additional poverty data, you may

browse the U.S. Census Bureau poverty Web site at

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

email 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 (310) 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, D-3

P60-194

p. v, xiii, D-3

1995 Revised edit and allocation procedures for race groups. P60-194

pp. v, 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
Appendix D: Computing a Retired-Worker Benefit

Social Security Bulletin • Annual Statistical Supplement • 2002 345

Appendix D: Computing a Retired-Worker Benefit

This section provides instructions and a worksheet for

computing a retired-worker benefit. The worksheet can be

used for persons born in 1927 through 1940—that is, those

who attained age 62 in 2002 or earlier and were under age

75 at the end of 2002. 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 2002, actual earnings 

in 1984 of $20,000 are indexed to $39,857.06, based 

on 2000 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 age 65. The 

benefit formula is weighted to provide a higher replacement of earnings for lower wage workers. The formula 

for persons age 62 in 2002 is 90 percent of the first 

$592 of AIME; plus 32 percent of the next $2,975; plus 

15 percent of the AIME over $3,567.

• 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 6 

months in the year 2002 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 2002, the maximum reduction is 22.5 percent if the 

individual is entitled to benefits for all 42 months 

between 62 and 65 and 6 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 2001 benefit 

increase was 2.6 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 ages 65 and 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

2002. The indexing year is 2000. The average annual wage

for 2000 was $32,154.82. The average annual wage for

1990 was $21,027.98. The amount, $32,154.82 divided by

$21,027.98, yields a factor of 1.5291445.

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 1.5291445,

result in indexed earnings of $15,291.45; actual earnings of

$51,300 (the maximum creditable) result in indexed

earnings of $78,445.11.
Appendix D: Computing a Retired-Worker Benefit

346 Social Security Bulletin • Annual Statistical Supplement • 2002

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 2002, 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 2002, the

bend points are $592 and $3,567. Thus the formula is 90

percent of the first $592 of AIME; plus 32 percent of next

$2,975 of AIME; plus 15 percent of AIME above $3,567.

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 $648

Based on: 90 percent of $592 ($532.80); plus

32 percent of $360 ($115.20)

Example 3 - AIME of $3,700

PIA is $1,504.75 rounded to $1,504.70

Based on: 90 percent of $592 ($532.80); plus

32 percent of $2,975 ($952.00); plus

15 percent of $133 ($19.95)

The above calculations are applicable to workers who

attain age 62 in 2002. 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

2002. 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 2001. The result is the current 2002

PIA.

For example, a worker who attained age 62 in 1999

would receive cost-of-living adjustments for the years

1999–2001. 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:

1999: $500 multiplied by 1.025 = $512.50

2000: $512.50 multiplied by 1.035 = $530.40

2001: $530.40 multiplied by 1.026 = $544.10

$544.10 would be the PIA effective December 2001.

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 2002

have their benefits computed based on the full retirement

age of 65 and 6 months. Worksheet 3 may be used 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 2002, the maximum

reduction is 22.5 percent.

For example, in 2002 a worker with a PIA of $500

would receive $387.50 at age 62. The PIA is reduced by

$112.50, 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 6 months for a total reduction of 22.5 percent. After

reduction of the PIA by $112.50, the benefit amount is

rounded down to the nearest lower dollar.
Appendix D: Computing a Retired-Worker Benefit

Social Security Bulletin • Annual Statistical Supplement • 2002 347

Instructions for computing a retired-worker benefit (only for workers attaining age 62 in years 

1989–2002)

 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 2001. 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 1989-2002.)

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. 

38 If you attained age 62 in 2002, 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 2001 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.
Appendix D: Computing a Retired-Worker Benefit

348 Social Security Bulletin • Annual Statistical Supplement • 2002

41 Place an “X” in column 5 (Worksheet 2) next to each subsequent year through 2001.

42 Enter your age 62 PIA from either line 24, 30, or 37—here and in shaded box in 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 2001. 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 Worksheet 3, 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 

1989–2002)—Continued
Appendix D: Computing a Retired-Worker Benefit

Social Security Bulletin • Annual Statistical Supplement • 2002 349

Worksheet 1: Indexing of earnings

1

Year

2

Your

earnings

3

Maximum

taxable

earnings

4

Lower of

columns

2 or 3

5

Indexing

factor

6

Column

4 times

column 5

7

Highest

indexed

earnings

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

Worksheet 2: Computing the primary insurance 

amount (PIA) for workers retiring after age 62

Year

1

1st

bend

point

2

2nd

bend

point

3

Cost-ofliving

increase

4

Cost-ofliving

factor

5 6

Age 62

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.

1.025

2000 531 3,202 3.5 1.035

2001 561 3,381 2.6 1.026

2002 592 3,567 . . . . . .
Appendix D: Computing a Retired-Worker Benefit

350 Social Security Bulletin • Annual Statistical Supplement • 2002

CONTACT: Joseph Bondar (410) 965-0162 or Curt Pauzenga (410) 965-7210.

Worksheet 3: Determining the full retirement age

Year of birth a 

 a. If your 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 for the first 36 months is 0.0055556 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
Social Security Bulletin • Annual Statistical Supplement • 2002 351

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.))

0

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. Also see 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

it may 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. 0

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. 

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.
352 Social Security Bulletin • Annual Statistical Supplement • 2002

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

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); 
Social Security Bulletin • Annual Statistical Supplement • 2002 353

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 1979–83 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

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.
354 Social Security Bulletin • Annual Statistical Supplement • 2002

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 currentpayment 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.

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
Social Security Bulletin • Annual Statistical Supplement • 2002 355

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 Dec. 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 

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. See also, out-of-pocket expenses. 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. 0

Coinsurance—Portion of the costs paid by the beneficiary after meeting

the annual deductible. 0

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. 
356 Social Security Bulletin • Annual Statistical Supplement • 2002

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 currentpayment 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

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
Social Security Bulletin • Annual Statistical Supplement • 2002 357

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.

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

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 Jan. 1, 1997. Individuals for whom drugs and/or alcohol
358 Social Security Bulletin • Annual Statistical Supplement • 2002

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 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 whether an applicable

provision of the Social Security Act is constitutional. See administrative

review process.
Social Security Bulletin • Annual Statistical Supplement • 2002 359

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

(OASI)

The age at which a person may first become entitled to unreduced

retirement benefits. For persons reaching age 62 before 2000, the full

retirement age is 65. It will increase gradually to 67 for persons reaching

that age in 2027 or later, beginning with an increase to 65 years and 2

months for persons reaching age 65 in 2003. The higher full retirement

age affects the benefit amount if a person chooses to receive reduced

benefits.

 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 two-thirds 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.
360 Social Security Bulletin • Annual Statistical Supplement • 2002

health maintenance

organization

(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 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.

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
Social Security Bulletin • Annual Statistical Supplement • 2002 361

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.

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 needstested 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.
362 Social Security Bulletin • Annual Statistical Supplement • 2002

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 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 fee-forservice 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 Sept. 16, 1940, through Dec. 31, 1956. For

years after 1956, the basic pay of military personnel is covered under the

Social Security program on a contributory basis. In addition to the

contributory credits for basic pay, noncontributory wage credits of $300

were granted for each calendar quarter from January 1957 through

December 1977, in which a person received pay for military service. For

the period, January 1978 through December 2001, noncontributory wage

credits of $100 were granted for each $300 of military wages, up to a

maximum annual credit of $1,200.
Social Security Bulletin • Annual Statistical Supplement • 2002 363

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 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 $678.90, and an SMI

premium of $50.00 is deducted, the MBC is $678.00 (calculated as

follows: $678.90 - $50.00 = $628.90 rounded down to $628.00 + $50.00 =

$678.00).

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.
364 Social Security Bulletin • Annual Statistical Supplement • 2002

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 current-payment 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 (OASDI)

The primary insurance amount (PIA), 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

paymentsystem

(Medicare)

A method of reimbursement for hospitals that was implemented effective

with hospital cost reporting periods beginning on or after Oct. 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.

Provider (Medicare

and Medicaid)

Medicare—A provider is a facility, supplier, or physician who furnishes

medical services. 0 

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. 
Social Security Bulletin • Annual Statistical Supplement • 2002 365

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 (oldage) 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. 

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.
366 Social Security Bulletin • Annual Statistical Supplement • 2002

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.

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 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
Social Security Bulletin • Annual Statistical Supplement • 2002 367

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 (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.

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 selfemployment 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
368 Social Security Bulletin • Annual Statistical Supplement • 2002

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).

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.
Social Security Bulletin • Annual Statistical Supplement • 2002 369

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 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 lowincome 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 self-employment

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.

Social Security Bulletin • Annual Statistical Supplement • 2002 371

Index to Tables

A

Accuracy rates (OASDI and SSI), 2F7

Actuarial reduction (OASDI) (see Reduction for early retirement 

(OASDI))

Administrative data (SSA), 2F1-2F11

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

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
372 Social Security Bulletin • Annual Statistical Supplement • 2002

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, percent 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

civil litigation, 2F10

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 litigation (OASDI and SSI), 2F10

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, 2F10, 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, 4B10-4B12

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, 4B10-4B12

self-employed, 2A1, 4B2-4B4, 4B8-4B12

sex, 4B3-4B9

Social Security numbers issued, 4B1

state data, 4B10,4B12

taxable earnings, amount reported, 4B1-4B3, 4B5, 4B10-4B12

wage and salary, 4B2, 4B3, 4B7, 4B10-4B12

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
Social Security Bulletin • Annual Statistical Supplement • 2002 373

Direct deposit (OASDI), 5K1

Disability, definition of (OASDI), 2A7

Disability determinations (see Service delivery (OASDI and SSI))

Disability Insurance (OASDI), 2F5, 2F9, 2F10

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, 4B10,4B12

below annual maximum taxable amount, 4B4, 4B7, 4B9

median, by age and sex of worker, 4B3, 4B6

self-employed workers, 4B2-4B4, 4B9-4B12

state data, 4B10,4B12

wage and salary workers, 4B2, 4B3, 4B7, 4B10-4B12

Earnings test (OASDI)

amount permitted without reduction in benefits, 2A29

automatic adjustment of, 2A18

beneficiaries affected, 6B1, 6E4, 6E5

Education

private, social welfare expenditures, 3A4

public, social welfare expenditures, 3A1, 3A3

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, 3A3, 9H1
374 Social Security Bulletin • Annual Statistical Supplement • 2002

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

Gross domestic product (GDP), 3A1, 3A3, 3A4

H

Health and medical programs, expenditures for, 3A1, 3A3, 3A4 

(see also 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, 2F8-2F11

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, 8B8-

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, 8B8

Hospitals (Medicare), type of participating facility, 8C1, 8C2

Housing, social welfare expenditures for, 3A1, 3A3

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

percent of population, 4C5

permanently insured, 4C1

sex, 4C2, 4C5
Social Security Bulletin • Annual Statistical Supplement • 2002 375

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))

L

Life expectancy, 4C6

Life insurance and death benefits, 3A4

Life table, 4C6

Litigation, civil (see Civil litigation (OASDI and SSI))

Living arrangements

aged population, 3E3, 3E4, 3E6

SSI recipients, 2B1, 7E5

Long-term disability benefits, 3A4

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, 3A3, 8E1, 8E2, 8H1 

continuation of coverage (1619b), 7F3-7F5

Medicare

aged enrollees, 2C1, 8B1, 8B3, 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, 4B12

cost-sharing, 2C1

deductibles, 2C1

disabled enrollees, 2C1, 8B2, 8B3, 8B5, 8B9, 8B11

earnings of workers, 4B12

end stage renal disease facilities, 8B5, 8C3

enrollment, 8B1-8B5, 8B8-8B11

expenditures, 3A3, 8A1, 8A2

hearing receipts, dispositions, claims pending, 2F9

home health agencies and services, 8B1, 8B2, 8B9, 8C1, 8C3

hospital charges, 8B8,8B9

hospital insurance, 2C1, 8A1, 8B1-8B5, 8B8,8B8.1, 8C1-8C3

hospitals (type of participating facility), 8B2, 8B8, 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, 8B8, 8B8.1

skilled nursing facilities and services, 8B8, 8C1, 8C3

state data, 4B12, 8B3, 8B8, 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, 8B8-8B11

workers, 4B12

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)
376 Social Security Bulletin • Annual Statistical Supplement • 2002

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

Pensions

private, 3A4

public employee, 3A3, 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

percent of for benefit types, 2A20-2A22

relationship to earnings levels, 2A26

special minimum, 2A12, 5A8

Windfall Elimination Provision (WEP), computation based on, 

2A11.1

Private social welfare expenditures, 3A4

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, 3A1, 3A3, 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

social welfare expenditures for, 3A3

source of funds for, 3C3

trust fund transfers to and from, 4A1-4A3, 8A1

Railroad temporary disability insurance program, 3A3, 9C1

Railroad unemployment insurance program, 3A3

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
Social Security Bulletin • Annual Statistical Supplement • 2002 377

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

benefits withheld, 6E1, 6E4

benefits withheld due to earnings, 6B1

computation of benefits, worksheet for (see the subsection 

Computing a Retired-Worker Benefit in the Social Security: 

History of Provisions section.)

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 programs (see Pensions; Railroad Retirement program; Retired workers (OASDI))

Retirement test (see Earings 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, 4B9-4B12

maximum annual amount of contributions, 2A4

maximum taxable earnings, 2A3

Medicare, 4B12

OASDHI contributions, 2A4, 2A5, 4B10, 4B11

sex, 4B3, 4B4, 4B9

state data, 4B10, 4B12

tax credits, 2A5, 2A6

taxable earnings, amount reported, 4B2, 4B10-4B12

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, 3A4, 9C1

Skilled nursing facilities (Medicare)

expenditures for care, 8B1, 8B2, 8B8

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, 3A1, 3A3, 3A4, 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))
378 Social Security Bulletin • Annual Statistical Supplement • 2002

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, 9J2, 9J3

Medicaid, 2C2, 8H1

Medicare, 4B12, 8B3, 8B8, 8B8.1, 8B12, 8C2, 8C3

OASDI

beneficiaries, 3C5, 5J1-5J6, 5J8-5J10, 5J14, 6A6

concurrent receipt with SSI, 3C5, 7D2

covered workers, 4B10, 4B12

diagnoses, 5J12, 5J13

monthly benefits of disabled beneficiaries, 5J14

taxable earnings, 4B10, 4B12

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

civil litigation, 2F10

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, 4B10-4B12 (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, 4B10-4B12

rates, 2A3, 2A4

state amounts, 4B10, 4B12

Temporary Assistance for Needy Families (TANF), 3C4, 9G1, 9G2 

(see AFDC)

Temporary disability insurance, 3A3, 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, 3A3, 9A2
Social Security Bulletin • Annual Statistical Supplement • 2002 379

Uniformed services, 2A1, 2A2

V

Veterans' programs, 3A1, 3A3, 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

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, 3A3, 9B1-9B3

Workers' compensation offset, 6E4, 6E5