Social Security Administration

Office of Retirement and Disability Policy

Office of Research, Evaluation, and Statistics

SSA Publication No. 13-11700

Released: March 2009

Annual

Statistical

Supplement

to the

Social Security

Bulletin, 2008

Preface

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

programs. The majority of the statistical tables present information about programs administered by the Social Security Administration—the Old-Age, Survivors, and Disability Insurance program, known collectively as Social Security, and the Supplemental Security 

Income program. In addition, data are presented on the major health care programs—

Medicare and Medicaid—and social insurance programs, including workers’ compensation, unemployment insurance, temporary disability insurance, Black Lung benefits, and 

veterans’ benefits. The Supplement also includes program summaries and legislative histories that help users of the data understand these programs. Please note that additional 

disability tables and statistics can be found in the SSI Annual Statistical Report and the 

Annual Statistical Report on the Social Security Disability Insurance 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 information 

needs, the Supplement strengthens the agency’s ability to respond to requests for program data from congressional committees, government agencies at all levels, and the 

research community.

The Supplement is prepared by Social Security Administration staff from various components throughout the agency and by many individuals from other federal agencies. I 

would like to express my thanks to them for their contributions. The inside cover includes a 

list of the persons and agencies contributing to this edition.

Your suggestions and comments on this report are welcome. Any suggestions, comments, or general questions about the report should be directed to Angela Y. Harper at 

410-966-9541 or supplement@ssa.gov. For specific questions about the data, please call 

or e-mail the contact listed under each table or section. For additional copies of this report, 

please e-mail op.publications@ssa.gov. This report is available on our Web site at http://

www.socialsecurity.gov/policy, as are the SSI Annual Statistical Report, the Annual Statistical Report on the Social Security Disability Insurance Program, and other reports.

Manuel de la Puente

Associate Commissioner

for Research, Evaluation, and Statistics

March 2009

Contents

Highlights and Trends

Social Security (OASDI)

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

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

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

Supplemental Security Income

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

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

Program Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Health Care

Medicare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Medicaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Other Social Insurance Programs and Veterans' Benefits

Unemployment Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Workers’ Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Temporary Disability Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

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

Veterans’ Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Poverty Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Program Descriptions and Legislative History

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

Supplemental Security Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Medicare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Medicaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Unemployment Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Workers’ Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Temporary Disability Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Black Lung Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Veterans’ Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Appendixes

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

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

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

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

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

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I.1
vi ♦ Annual Statistical Supplement, 2008

Tables

Section 2. History of Program Provisions

and SSA Administrative Data

Old-Age, Survivors, and Disability Insurance

Coverage, Financing, and Insured Status

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

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

2.A3 Annual maximum taxable earnings and contribution rates, 1937–2008 . . . . . . . . . . . . . . . . . . 2.4

2.A4 Maximum annual amount of contributions, 1937–2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.6

2.A5 Tax credits enacted in 1983 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.8

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

by type of transaction and year enacted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.9

2.A7 Insured status (benefit eligibility) provisions, by eligibility concept and year enacted . . . . . . . 2.10

Benefit Computation and Automatic Adjustments

2.A8 Factors for indexing earnings, 1951–2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.12

2.A9 Indexed earnings for workers with maximum earnings, 1951–2008 . . . . . . . . . . . . . . . . . . . . 2.15

2.A10 Average monthly wage and average indexed monthly earnings provisions, by year enacted . 2.17

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

for workers who were first eligible in 1979 or later, by year of first eligibility . . . . . . . . . . . . . . 2.18

2.A11.1 Computation of PIA based on Windfall Elimination Provision (WEP), by year enacted . . . . . . 2.20

2.A12 Special minimum PIA (formula applies to years of coverage), by year enacted . . . . . . . . . . . . 2.22

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

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

by year of first eligibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.24

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

workers first eligible for disability benefits in 1979 or later, by year of enactment . . . . . . . . . . 2.25

2.A16 Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) 

based on formula for computing PIA from AMW, and percentage increases in PIA . . . . . . . . . 2.26

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

who attained age 62, were first eligible for disabled-worker benefits, or died before 1979 . . . 2.29

2.A17.1 Full retirement age and maximum reduction of retired-worker benefits, by year of birth . . . . . 2.31

2.A17.2 Full retirement age and maximum reduction of widow(er)s’ benefits, by year of birth . . . . . . . 2.32

2.A18 Automatic adjustment provisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.33

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

in benefits using a 100 dollar base benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.35

Benefit Types and Levels

2.A20 Monthly benefits for retired and disabled workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.37

2.A21 Monthly benefits for spouses and children of retired and disabled workers . . . . . . . . . . . . . . . 2.39

2.A22 Monthly benefits for survivors of deceased workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.42

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

and surviving spouses, aged 72 before 1969 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.47

2.A24 Monthly benefits for individuals and couples insured for special age-72

(Prouty) benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.48

2.A25 Lump-sum benefits and vocational rehabilitation services, by type of benefit . . . . . . . . . . . . . 2.50
Annual Statistical Supplement, 2008 ♦ vii

2.A26 Monthly benefit amount for selected beneficiary families with first eligibility in 2007, 

by average indexed monthly earnings for stipulated yearly wage levels, 

effective December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.51

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

who retired at age 62, by year they attained age 62, 1957–2008 . . . . . . . . . . . . . . . . . . . . . . 2.52

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

who retired at age 65, by year they attained age 65, 1940–2008 . . . . . . . . . . . . . . . . . . . . . . 2.54

Effect of Current Earnings and Taxation of Benefits

2.A29 Earnings (retirement) test for years through 1999, by year enacted . . . . . . . . . . . . . . . . . . . . 2.56

2.A29.1 Earnings (retirement) test for 2000–2008, by year enacted . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.58

2.A30 Monthly earnings guidelines for substantial gainful activity, 1961–2008 . . . . . . . . . . . . . . . . . 2.59

2.A31 Taxation of Social Security benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.60

2.A32 Taxation of Social Security benefits: Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.61

History of SSI, Medicare, and Medicaid Provisions

Supplemental Security Income

2.B1 Federal benefit rates, by living arrangement, 1974–2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.62

Medicare

2.C1 Medicare cost sharing and premium amounts, 1966–2009 . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.64

Medicaid

2.C2 Federal medical assistance percentage and enhanced federal medical 

assistance percentage, by state or other area, 2007–2009 . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.66

SSA Administrative Data

Offices and Staff

2.F1 Number of SSA offices, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.68

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

September 30, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.69

2.F3 Number of work years, fiscal years 1995–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.69

Claims Workloads

2.F4 Number of Old-Age and Survivors Insurance claims, fiscal year 2007 . . . . . . . . . . . . . . . . . . 2.70

2.F5 Number of Disability Insurance claims, fiscal year 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.70

2.F6 Number of Supplemental Security Income claims, fiscal year 2007 . . . . . . . . . . . . . . . . . . . . . 2.70

Service Delivery

2.F7 Accuracy rates and use of 800 telephone number, fiscal years 2003–2007 . . . . . . . . . . . . . . 2.71

Hearings and Appeals

2.F8 Workload of SSA’s Administrative Law Judges (ALJs), fiscal years 2005–2007 . . . . . . . . . . . 2.72

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

fiscal years 2006–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.72

2.F11 Number of SSA Appeals Council cases, fiscal years 2005–2007 . . . . . . . . . . . . . . . . . . . . . . 2.72
viii ♦ Annual Statistical Supplement, 2008

Section 3. Social Welfare and the Economy

Employment and Earnings

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

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

selected years 1938–2009 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.1

Interprogram Data

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

selected years 1965–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.3

3.C4 Average monthly amount of Social Security and Supplemental Security Income,

December 1950–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.4

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

Supplemental Security Income (SSI) payments, or both, by state, December 1940–2007, 

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.6

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

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

SSI eligibility category, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.8

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

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

of benefit, December 1978–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.9

3.C7a Number of persons aged 15 or older reporting only one race and having 

Social Security (OASDI) benefits or Supplemental Security Income (SSI) in 

March 2008, by sex, age, and race, and average annual benefit in 2007 . . . . . . . . . . . . . . . . 3.10

3.C7b Number of persons aged 15 or older reporting one or more races and having 

Social Security (OASDI) benefits or Supplemental Security Income (SSI) in 

March 2008, by sex, age, and race, and average annual benefit in 2007 . . . . . . . . . . . . . . . . 3.11

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

Supplemental Security Income (SSI) and number and percentage of Hispanic origin 

in March 2008, by age and sex, and average annual benefit in 2007 . . . . . . . . . . . . . . . . . . . 3.12

Poverty

3.E1 Weighted average poverty thresholds for nonfarm families, by size, 1959–2007 . . . . . . . . . . 3.13

3.E2 Number and percentage of poor persons, by age, at end of selected years 1959–2006 . . . . . 3.15

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

nonaged families, 2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.16

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

March 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.17

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

of income from benefits and race, 2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.18

3.E8 Poverty guidelines for families of specified size, 1965–2008 . . . . . . . . . . . . . . . . . . . . . . . . . . 3.19
Annual Statistical Supplement, 2008 ♦ ix

Sections 4–6. Old-Age, Survivors,

and Disability Insurance

Trust Funds

4.A1 Old-Age and Survivors Insurance, selected years 1937–2007 . . . . . . . . . . . . . . . . . . . . . . . . 4.1

4.A2 Disability Insurance, 1957–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.3

4.A3 Combined OASI and DI, 1957–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.5

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

of personal income, selected years 1937–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.7

4.A5 Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2007 4.9

4.A6 Total annual benefits paid from DI trust fund, by type of benefit, 1957–2007 . . . . . . . . . . . . . . 4.11

Covered Workers

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

numbers issued, selected years 1937–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.12

4.B2 Number with taxable earnings and amount of earnings, by type of earnings, 1951–2007 . . . . 4.14

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

selected years 1937–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.16

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

selected years 1937–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.18

4.B5 Number of workers, by sex and age, selected years 1937–2006 . . . . . . . . . . . . . . . . . . . . . . . 4.20

4.B6 Median earnings of workers, by sex and age, selected years 1937–2006 . . . . . . . . . . . . . . . . 4.22

4.B7 Number of wage and salary workers, by sex and amount of taxable earnings, 1992–2006 . . 4.24

4.B8 Number of self-employed workers, by sex and age, selected years 1951–2006 . . . . . . . . . . . 4.25

4.B9 Number of self-employed workers, by sex and amount of taxable earnings, 1992–2006 . . . . 4.27

4.B10 Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and

contributions, by state or other area and type of earnings, 2006 . . . . . . . . . . . . . . . . . . . . . . . 4.28

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

contributions, by type of earnings, selected years 1937–2007 . . . . . . . . . . . . . . . . . . . . . . . . . 4.30

4.B12 Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, 

and contributions, by state or other area and type of earnings, 2006 . . . . . . . . . . . . . . . . . . . . 4.32

4.B13 Social Security (OASDI) taxable earnings, by sex and age, 2006 . . . . . . . . . . . . . . . . . . . . . . 4.34

4.B14 Medicare Part A (HI) taxable earnings, by sex and age, 2006 . . . . . . . . . . . . . . . . . . . . . . . . . 4.35

Insured Workers

4.C1 Estimated number, by insured status, December 31, 1940–2008 . . . . . . . . . . . . . . . . . . . . . . 4.36

4.C2 Estimated number, insured status, sex, and age, December 31, 1970–2008, selected years . 4.38

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

by sex and age, 2004–2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.41

4.C6 Period life table, 2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.42
x ♦ Annual Statistical Supplement, 2008

Benefits in Current-Payment Status

Summary

5.A1 Number and average monthly benefit, by type of benefit and race, December 2007 . . . . . . . 5.1

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.2

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.5

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

and race, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.9

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.12

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

marital status, and race, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.15

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

and race, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.17

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

and race, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.19

5.A1.8 Number and average monthly benefit for parents, by age, sex, and race, December 2007 . . 5.20

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

sex, age, and race, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.21

5.A4 Number and total monthly benefits, by trust fund and type of benefit, December 1940–2007,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.25

5.A5 Number and average age, by type of benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . 5.27

5.A6 Number and average monthly benefit, by age, sex, type of benefit, and race, December 2007 5.27

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

and race, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.28

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

with benefits based on special minimum primary insurance amount, by type of benefit 

and sex, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.29

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

and age, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.30

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

type of benefit, and dual entitlement status, December 1960–2007, selected years . . . . . . . . 5.31

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

type of benefit, and dual entitlement status, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . 5.31

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.32

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

December 1957–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.33

Retired Workers

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

for early retirement and with delayed retirement credit, by age and sex, December 2007 . . . 5.34

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 2007 . 5.35

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

and sex, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.36

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

and sex, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.37

5.B5 Number, average age, and percentage distribution, by sex and age, December 1940–2007, 

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

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

and monthly benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.41
Annual Statistical Supplement, 2008 ♦ xi

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

by sex and primary insurance amount, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.44

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

December 1956–2007, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.47

5.B9 Number and percentage distribution, by sex, monthly benefit, and age, December 2007 . . . . 5.48

Retired Workers and Dependents

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.50

5.C2 Average monthly benefit, by type of benefit and sex, December 1940–2007, selected years . 5.51

Disabled Workers

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

and sex, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.53

5.D2 Number and percentage distribution, by monthly benefit and sex, December 2007 . . . . . . . . 5.55

5.D3 Number and total monthly benefits, by sex, December 1957–2007, selected years . . . . . . . . 5.56

5.D4 Number, average age, and percentage distribution, by sex and age, December 1957–2007,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.57

Disabled Workers and Dependents

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.59

5.E2 Average monthly benefit, by type of benefit, sex, and age, December 1957–2007, 

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.60

Dependents and Survivors

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

December 1950–2007, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.61

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.63

5.F4 Number of children and total monthly benefits, by type of benefit, December 1940–2007,

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.64

5.F6 Average monthly benefit for survivors, by type of benefit, December 1940–2007, selected years 5.66

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

type of benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.68

5.F8 Number of widow(er)s and total monthly benefits, by type of benefit, December 1950–2007 . 5.69

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

nondisabled widow(er), December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.71

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

disabled widow(er), December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.71

5.F11 Percentage distribution of nondisabled widows, by monthly benefit and age, December 2007 5.72

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

by type of benefit, December 1950–2007, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.73

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

reduction status, and limitation of benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.74

Retired Workers with Dual Entitlement

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

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.75

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

secondary benefit, December 1952–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.77
xii ♦ Annual Statistical Supplement, 2008

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

by type of secondary benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.79

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

and retired-worker benefit as a percentage of combined benefit, December 2007 . . . . . . . . . 5.79

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.80

Beneficiary Families

5.H1 Number and average monthly family benefit for selected family groups, December 1945–2007, 

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.81

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

family groups, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.83

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

for selected family groups, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.84

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.86

Geographic Data

5.J1 Estimated total annual benefits paid, by state or other area and program, 2007 . . . . . . . . . . . 5.88

5.J2 Number, by state or other area, program, and type of benefit, December 2007 . . . . . . . . . . . 5.90

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

or other area and sex, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.92

5.J4 Total monthly benefits, by state or other area, program, and type of benefit, December 2007 5.94

5.J5 Number, by state or other area and age, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.96

5.J5.1 Number, by state or other area, race, and sex, December 2007 . . . . . . . . . . . . . . . . . . . . . . . 5.98

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

and monthly benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.100

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.102

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.104

5.J10 Number of children, by state or other area and type of benefit, December 2007 . . . . . . . . . . . 5.106

5.J11 Number and total monthly benefits for beneficiaries in foreign countries, December 2007 . . . 5.108

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

and type of disabled beneficiary, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.110

Direct Deposit

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

or other area and direct deposit status, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.112

With Representative Payee

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

by type of beneficiary and age, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.113

International Agreements

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

by country and type of benefit, December 1983–2007, selected years . . . . . . . . . . . . . . . . . . 5.114
Annual Statistical Supplement, 2008 ♦ xiii

Benefits Awarded

Summary

6.A1 Number, by type of benefit, 1940–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.1

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

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

selected years 1940–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.3

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

and race, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.5

6.A4 Number and average monthly benefit for retired and disabled workers, by age and sex, 2007 6.8

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

age, and sex, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.9

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

by state or other area, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.10

Retired Workers

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

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

by sex and age, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.12

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

by sex and monthly benefit, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.13

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

by sex and primary insurance amount, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.16

6.B5 Number, average age, and percentage distribution, by sex and age, selected years 1940–2007 6.19

Disabled Workers

6.C1 Number and percentage distribution, by monthly benefit and sex, 2007 . . . . . . . . . . . . . . . . . 6.21

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

selected years 1957–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.22

6.C7 Number of applications, awards, ratio of awards to applications, and awards 

per 1,000 insured workers, selected years, 1960–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.24

Dependents and Survivors

6.D1 Number of wives and husbands, by type of benefit, selected years 1950–2007 . . . . . . . . . . . 6.25

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

age, and sex, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.27

6.D4 Number of children, by type of benefit, selected years 1940–2007 . . . . . . . . . . . . . . . . . . . . . 6.28

6.D5 Number and average monthly benefit for children, by type of benefit and age, 2007 . . . . . . . 6.32

6.D6 Number of mothers and fathers, by type of benefit, 1950–2007 . . . . . . . . . . . . . . . . . . . . . . . 6.33

6.D7 Number and average monthly benefit for widow(er)s, by age and sex, 2007 . . . . . . . . . . . . . 6.35

6.D8 Number of widow(er)s, by type of benefit, 1950–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.36

6.D9 Number and average amount of lump-sum death payment awards, 1940–2006 . . . . . . . . . . . 6.38
xiv ♦ Annual Statistical Supplement, 2008

Benefits Withheld

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

without reduction for early retirement, by sex and monthly benefit, December 2007 . . . . . . . . 6.40

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

and type of benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.42

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

withholding payment and type of benefit, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.43

Benefits Terminated

6.F1 Number of benefits terminated, by type, 1940–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.44

6.F2 Number, by reason for termination and type of benefit, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . 6.46

6.F3 Number of wives, husbands, and children, by reason for termination and type of benefit, 2007 6.46

Section 7. Supplemental Security Income

Summary

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

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.1

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

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.1

7.A3 Number of recipients of federally administered payments, by eligibility category, 

January 1974 and December 1975–2007, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.2

7.A4 Total federally administered payments, by eligibility category, selected years 1974–2007 . . . 7.4

7.A5 Average monthly federally administered payment, by eligibility category, 

December 1975–2007, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.6

7.A8 Number of federally administered awards, by eligibility category and age, 1974–2007 . . . . . . 7.7

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

December 1974–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.8

State Data

7.B1 Number of recipients of federally administered payments, December 2007, and total payments

for calendar year 2007, by state or other area and eligibility category . . . . . . . . . . . . . . . . . . . 7.9

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

by state or other area, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.10

7.B7 Total federally administered payments, by state or other area, 2007 . . . . . . . . . . . . . . . . . . . . 7.12

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

by state or other area, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.13

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

and age, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.14
Annual Statistical Supplement, 2008 ♦ xv

Benefit Distributions

7.C1 Number and percentage distribution of adult individuals and persons under age 18 

receiving federal SSI payments, by monthly payment and eligibility category, December 2007 7.15

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

by monthly payment and eligibility category, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . 7.15

Other Income Sources

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

their average monthly income, by type of income, eligibility category, and age, December 2007 7.16

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

Social Security benefits, and average monthly amount of benefits, by state or other area, 

eligibility category, and age, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.17

Recipient Characteristics

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

and eligibility category, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.18

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

by sex, age, and eligibility category, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.20

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

federally administered payments, by eligibility category and age, December 2007 . . . . . . . . . 7.21

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

by living arrangement, eligibility category, and age, December 2007 . . . . . . . . . . . . . . . . . . . . 7.21

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

of SSI recipients, by eligibility category, December 1982–2007, selected years . . . . . . . . . . . 7.22

Section 8. Health Care Programs

Medicare

Trust Funds

8.A1 Hospital Insurance, calendar years 1966–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.1

8.A2 Supplementary Medical Insurance, calendar years 1966–2007 . . . . . . . . . . . . . . . . . . . . . . . . 8.3

Enrollment, Utilization, and Reimbursement

8.B1 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Aged persons enrolled, served, and amount reimbursed, by type of coverage and service, 

selected years 1967–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.5

8.B2 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Disabled persons enrolled, served, and amount reimbursed, by type of coverage and service, 

selected years 1974–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.7

8.B3a Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees aged 65 or older, by census division and state or other area, July 1, 

1980–2007, selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.9

8.B3b Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of disabled enrollees, by census division and state or other area, July 1, 1980–2007, 

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.11

8.B4 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees aged 65 or older, by program, age, sex, and race, July 1, 1980–2007, 

selected years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.13
xvi ♦ Annual Statistical Supplement, 2008

8.B5 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees under age 65 who are disabled or have end-stage renal disease (ESRD), 

by program, age, sex, and race, July 1, 1980–2007, selected years . . . . . . . . . . . . . . . . . . . . 8.15

8.B8a Medicare Part A (Hospital Insurance): Average covered charge per covered day of care 

in short-stay hospitals, by census division and state or other area, selected years 1975–2007 8.17

8.B8.1 Medicare Part A (Hospital Insurance): Short-stay hospital discharges, by state or other area, 

selected fiscal years 1990–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.19

8.B10 Medicare Part B (Supplementary Medical Insurance): Claims received by carriers and 

assignment rates, 1969–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.20

8.B11 Medicare Part B (Supplementary Medical Insurance): Reasonable charge determination for 

claims assigned and unassigned for aged and disabled persons, 1971–2007 . . . . . . . . . . . . 8.21

8.B12 Medicare Part B (Supplementary Medical Insurance): State buy-ins, by state or other area,

selected years 1991–2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.23

8.B13 Medicare Part D: Number of enrollees by type of plan, and Retiree Drug Subsidy (RDS) 

coverage, by census division, state, or other area, December 2007 . . . . . . . . . . . . . . . . . . . . 8.24

8.B14 Medicare Part D: Number of enrollees by Part D status, census division, state, or 

other area, July 1, 2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.26

Participating Facilities

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

by type of participating provider, December 1967–2007, selected years . . . . . . . . . . . . . . . . . 8.28

8.C2 Number of participating Medicare hospitals and certified beds, by type of hospital, 

census division, and state or other area, December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.30

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

nursing facilities, home health agencies, Clinical Laboratory Improvement Act facilities, and 

end-stage renal disease facilities, by census division and state or other area, December 2007 8.32

Medicaid

Recipients

8.E1 Number of recipients, total vendor payments, and average payment, by type of 

medical service, fiscal years 1985–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.34

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

eligibility category, fiscal years 1985–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.36

State Data

8.H1 Number of recipients, total payments, and average payment, by state, fiscal year 2006 . . . . . 8.38
Annual Statistical Supplement, 2008 ♦ xvii

Section 9. Other Social Insurance Programs,

Veterans’ Benefits, and Public Assistance

Other Social Insurance Programs and Veterans’ Benefits

Unemployment Insurance

9.A2 Summary data on state programs, by state or other area, 2007 . . . . . . . . . . . . . . . . . . . . . . . 9.1

Workers’ Compensation

9.B1 Coverage, benefits, and costs, selected years 1940–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.3

9.B2 Benefits, by state and federal program, 2002–2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.5

9.B3 Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2006 9.7

Temporary Disability Insurance

9.C1 Selected data on state and railroad programs, 2005 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.9

Black Lung Benefits

9.D1 Benefits currently payable to miners, widows, and dependents, December 1970–2007 . . . . . 9.10

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

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.11

Veterans’ Benefits

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

beneficiary, selected years, 1940–2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.12

Social Security (OASDI)

Employment and Earnings 1

Program Data 1

Program Trends 2

Supplemental Security Income

Annual Payment Adjustments 3

Program Data 3

Program Trends 4

Health Care

Medicare 5

Medicaid 5

Other Social Insurance Programs 

and Veterans’ Benefits

Unemployment Insurance 6

Workers’ Compensation 6

Temporary Disability Insurance 6

Black Lung Benefits 6

Veterans’ Benefits 7

Poverty Data 8

Highlights and Trends

Social Security (OASDI)

Employment and Earnings

Program Data

Workers in OASDI covered employment, 2007 162.5 million

Average earnings, 2007 $39,173

Earnings required in 2008 for—

1 quarter of coverage $1,050

Maximum of 4 quarters of coverage $4,200

Earnings test exempt amounts for 2008

Under full retirement age for entire year $13,560

For months before reaching full retirement age in 2008 $36,120

Beginning with month of reaching full retirement age in 2008 Test eliminated

Cost-of-living adjustment for December 2007 2.3 percent

Average monthly benefit, December 2007

Retired workers $1,079

Widows and widowers, nondisabled $1,040

Disabled workers $1,004

Number of beneficiaries, December 2007

Old-Age, Survivors, and Disability Insurance 49.9 million

Old-Age Insurance

Total 34.5 million

Retired workers 31.5 million

Survivors Insurance

Total 6.5 million

Widows and widowers, nondisabled 4.2 million

Disability Insurance

Total 8.9 million

Disabled workers 7.1 million

Benefit payments, 2007

Old-Age, Survivors, and Disability Insurance $585.0 billion

Old-Age and Survivors Insurance $485.9 billion

Disability Insurance $99.1 billion

Administrative expenses, 2007

Old-Age and Survivors Insurance

Amount $3.1 billion

As a percentage of total benefits paid 0.6 percent

Disability Insurance

Amount $2.5 billion

As a percentage of total benefits paid 2.5 percent
2 ♦ Annual Statistical Supplement, 2008

Program Trends

• About 49.9 million persons received Social Security 

benefits for December 2007, an increase of 742,214 

(1.5 percent) since December 2006. Sixty-nine percent were retired workers and their spouses and children, 13 percent were survivors of deceased 

workers, and 18 percent were disabled workers and 

their spouses and children.

• Seventy-three percent of the 31.5 million retired 

workers received reduced benefits because of entitlement prior to full retirement age. Relatively more 

women (76 percent) than men (71 percent) received 

reduced benefits.

• The number of beneficiaries aged 65 or older rose 

from 33.2 million in 2002 to 35.1 million in 2007 

(5.7 percent). Beneficiaries aged 85 or older 

increased at a greater rate during the 5-year period 

(15.5 percent) from 4,170,000 in 2002 to 4,817,000 

in 2007. In 2007, 44,900 centenarians were receiving 

Social Security.

• About 20.1 million women aged 65 or older received 

benefits for December 2007. About 8.2 million 

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

benefit. About 5.9 million (29.6 percent) were dually 

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

widow’s benefit, and about the same number 

(29.5 percent) were receiving wife's or widow's benefits only.

• More than 3 million children under age 18 received 

benefits, including 1,302,665 children of deceased 

workers, 1,535,010 children of disabled workers, and 

281,848 children of retired workers.

• About 8.1 million persons received benefits based on 

disability—7,098,723 disabled workers, 794,677 disabled adult children, and 224,982 disabled widows 

and widowers. In addition, 152,802 spouses and 

1,587,343 minor and student children of disabled 

workers received benefits.

• Average monthly benefits for December 2007, 

including the 2.3 percent cost-of-living adjustment, 

were $1,079 for retired workers, $1,004 for disabled 

workers, and $1,040 for nondisabled widows and 

widowers. Among retired workers, monthly benefits 

averaged $1,218 for men and $935 for women. For 

disabled workers, average monthly benefits were 

$1,126 for men and $866 for women.

• Average monthly family benefits for December 2007 

were $2,021 for a widowed mother or father and children; $1,716 for a disabled worker, wife, and children; and $2,184 for a retired worker, wife, and 

children.

• Total OASDI benefit payments for calendar year 

2007 were $585.0 billion. Payments from the OASI 

trust fund were $485.9 billion—an increase of 

5.5 percent from the $460.5 billion paid in 2006.

• Benefit payments from the DI trust fund, from which 

benefits are paid to disabled workers, their spouses, 

and children, increased by 7.3 percent from 

$92.4 billion in 2006 to $99.1 billion in 2007.

• OASDI benefit awards in calendar year 2007 totaled 

4,710,830, including 2,035,781 to retired workers, 

443,460 to their spouses and children, and 925,928 

to survivors of insured workers. Benefits were 

awarded to 804,787 disabled workers and to 500,875 

of their spouses and children.
Annual Statistical Supplement, 2008 ♦ 3

Supplemental Security Income

Annual Payment Adjustments

Program Data

Monthly federal benefit rate, effective January 2008

Individual living in his or her own household $637

Couple with both members eligible $956

Cost-of-living adjustment 2.3 percent

Federally administered payments

Benefits paid in 2007 $41.2 billion

Number of recipients, December 2007 7.4 million

Average benefit, December 2007 $468.37

Federal SSI payments

Benefits paid in 2007 $36.9 billion

Number of recipients, December 2007 7.1 million

Average benefit, December 2007 $437.06

Federally administered state supplementation

Benefits paid in 2007 $4.3 billion

Number of recipients, December 2007 a 2.3 million

a. Includes 2.0 million persons receiving federal SSI and state supplementation and 0.3 million persons receiving state supplementation only.

Average benefit, December 2007 $156.56
4 ♦ Annual Statistical Supplement, 2008

Program Trends

• In December 2007, 7,359,525 persons received federally administered SSI payments—123,942 more 

than the previous year. Of the total, 2,016,588 

(27.4 percent) were aged 65 or older; 4,221,920 

(57.4 percent) were blind or disabled aged 18–64; 

and 1,121,017 (15.2 percent) were blind or disabled 

under age 18.

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

69,790 (1.7 percent) between December 2006 and 

December 2007, and the number under age 18 

increased by 42,040 (3.9 percent).

• During 2007, 836,642 persons were awarded federally administered payments, a decrease of 1,806 

from the previous year. Of the 2007 awards, 563,094 

went to blind or disabled recipients aged 18–64, 

169,375 to those blind or disabled under age 18, and 

104,173 to recipients aged 65 or older.

• Total federally administered SSI payments were 

$41.2 billion in 2007, up 6.0 percent from 2006. Federal SSI payments in 2007 were $36.9 billion (an 

increase of 6.2 percent over the previous year). Federally administered state supplementation totaled 

$4.3 billion.
Annual Statistical Supplement, 2008 ♦ 5

Health Care

Medicare

Medicaid

Total benefits paid in calendar year 2007

Hospital Insurance (Part A) $200.2 billion

Supplementary Medical Insurance (Part B) $225.1 billion

Number of enrollees in July 2007 (one or both of Parts A and B) 43.3 million

Aged 36.3 million

Disabled 7.0 million

Administrative costs, 2007

Hospital Insurance

Amount $2.9 billion

As a percentage of total benefits paid 1.5 percent

Supplementary Medical Insurance

Amount $3.4 billion

As a percentage of total benefits paid 1.5 percent

Medical service expenditures in fiscal year 2006 $268.5 billion

Number of unduplicated recipients, fiscal year 2006 57.7 million

Average 2006 vendor payment per unduplicated recipient

Persons aged 65 or older $13,283

Permanently and totally disabled persons $13,947

Dependent children under age 21 $1,668

Average 2006 vendor payment for medical services

Nursing facility services $26,519

Inpatient general hospital care $5,818

Prescribed drugs $1,034

Physicians services $455
6 ♦ Annual Statistical Supplement, 2008

Other Social Insurance Programs and Veterans’ Benefits

Unemployment Insurance

Workers' Compensation

Temporary Disability Insurance

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

Black Lung Benefits

Total payments, 2007 $32.2 billion

Average—

Weekly benefit amount (regular programs) $287.70

Duration of benefits 15.2 weeks

Weekly insured unemployment 2.6 million

Covered employment 133.6 million

Benefit payments, 2006 $54.7 billion

Compensation payments $28.2 billion

Medical and hospitalization $26.5 billion

Benefits paid by—

Private insurance carriers $27.5 billion

State and federal funds $14.0 billion

Employers' self-insurance $13.1 billion

Covered workers per month 130.3 million

Costs as a percentage of covered payroll 1.58 percent

Average weekly benefit, 2005

California

State fund $365

Private plans $521

New York

Private plans $188

Basic benefit to miner or widow $584.00

Maximum family benefit $1,168.00

Part B (claims filed before July 1, 1973)

Number of monthly benefits to miners, widows, and dependents, December 2007 36,231

Total benefits paid, calendar year 2007 $282.4 million

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

Total benefits paid, fiscal year 2007

Disability and survivors benefits $254.7 million

Medical benefits $38.8 million
Annual Statistical Supplement, 2008 ♦ 7

Veterans' Benefits

Number of veterans with disability compensation or pension, 2007

Service-connected disability 3,167,000

Non-service-connected disability 323,000

Monthly payment in 2008 for—

Service-connected disability

10 percent disability $117

Total disability $2,527

Non-service-connected disability (maximum payment)

Without dependent $932

With one dependent and in need of aid and attendance $1,801
8 ♦ Annual Statistical Supplement, 2008

Poverty Data

Weighted average poverty thresholds, 2007

Individual, aged 65 or older $9,944

Couple, householder aged 65 or older $12,550

Family of four $21,203

Percentage of population with income below poverty level, 2006

All ages 12.3 percent

Children under the age of 18 living in families 16.9 percent

Persons aged 65 or older 9.4 percent
Social Security (Old-Age, 

 Survivors, and Disability

 Insurance) 11

Supplemental Security Income 22

Medicare 37

Medicaid 55

Unemployment Insurance 62

Workers’ Compensation 65

Temporary Disability Insurance 68

Black Lung Benefits 70

Veterans’ Benefits 71

Program Descriptions

and Legislative History

Annual Statistical Supplement, 2008 ♦ 11

Social Security

(Old-Age, Survivors, and Disability Insurance)

The Old-Age, Survivors, and Disability Insurance 

(OASDI) program provides monthly benefits to qualified 

retired and disabled workers and their dependents and to 

survivors of insured workers. Eligibility and benefit 

amounts are determined by the worker's contributions to 

Social Security. There is no means test to qualify for benefits, although there is a limit on income earned from 

working that applies to those under the full retirement 

age.

At the end of December 2007, 49.9 million people 

were receiving benefits at a rate exceeding $49 billion 

each month (nearly $585 billion annually). According to 

the latest Social Security Trustees Report, these cash 

benefits made up 4.3 percent of the nation's gross 

domestic product. During the same year, approximately 

163 million employees and self-employed workers, along 

with employers, contributed $656 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 89 percent of the married couples or 

nonmarried persons aged 65 or older. It is the major 

source of income (providing 50 percent or more of total 

income) for 64 percent of the married couples or nomarried persons aged 65 or older. It contributes 90 percent 

or more of income for 32 percent of married couples or 

nomarried persons aged 65 or older.

Contributions and Trust Funds

A person contributes to Social Security through either 

payroll taxes or self-employment taxes under the Federal 

Insurance Contributions Act (FICA) or the SelfEmployment Contributions Act (SECA). Employers 

match the employee contribution, while self-employed 

workers pay an amount equal to the combined employeremployee 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—$102,000 in 2008. There is 

no upper limit on taxable earnings for Medicare Hospital 

Insurance. Employees whose earnings 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 three trust funds: the Old-Age 

(retirement) and Survivors Insurance (OASI), the Disability Insurance (DI), and the Medicare Hospital Insurance 

(HI) Trust Funds. In addition to the taxes on FICA- and 

SECA-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

• monthly benefits for workers and their families,

• vocational rehabilitation services for disabled beneficiaries,

• administrative costs (currently less than 1 percent of 

expenditures), and

• the lump-sum death payment to eligible survivors.

Revenue received from FICA and SECA payments is 

transferred to the U.S. Treasury. 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, commission studies, and issue 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’s organization is 

centrally managed, with a nationwide network of over 

1,500 offices, which includes Field Offices, Regional 

Offices, Teleservice (800-Number) Centers, Processing 

Centers, Hearings Offices, and State Disability Determination Services. The organizational structure is designed 

to provide timely, accurate, and responsive service to the 

public. By integrating support services for all programs, 

the Agency enhances efficiency, avoids duplication of 

effort, and increases opportunities to provide one-stop 

service to the public.

The Social Security Administration is headquartered 

in Baltimore, Maryland. Major headquarter components 

include the National Computer Center, which contains 

the mainframe computers that drive SSA systems; much 

of the executive staff for policy, programs, operations, 

and systems; and field support components.
12 ♦ Annual Statistical Supplement, 2008

SSA's field structure is divided into 10 geographic 

regions containing about 1,300 field offices in communities throughout the country. Field offices are the primary 

setting for personal contact with the public. 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 providing national toll-free service (1-800-772-

1213). Although 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.

Eight processing centers handle a variety of workloads involving disability cases, international claimants, 

earnings records, and ongoing eligibility for Supplemental Security Income benefits, as well as providing service 

and support for the field offices and answering calls to 

the toll-free number. The Hearings Offices and Appeals 

Council make decisions on appeals of Social Security 

determinations in claims for benefits.

Program Changes

Program changes occur through legislation or (in areas 

where authority is delegated to the commissioner) 

through regulation. Changes are often implemented in 

phases and may entail recurring annual changes beyond 

the initial enactment date or year of first implementation.

Coverage and Financing

In 2008, about 165 million people will work in employment or self-employment that is 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 U.S. workforce is 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.

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 2008, a domestic employee must earn 

$1,600 from any single employer in a calendar year 

before FICA is withheld. Most election workers must earn 

$1,400 in 2008 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 

pay taxes on earnings in covered 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—

$102,000 in 2008—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. Those who are self-employed pay 

the combined employee-employer rate of 12.4 percent 

for OASDI and 2.9 percent for HI under 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 selfTables 2.F1–2.F11 provide SSA administrative data on 

the agency’s national offices and workforce 

(Tables 2.F1–2.F3), claims workloads (Tables 2.F4–

2.F6), delivery of services (Table 2.F7), and hearings 

and appeals operations (Tables 2.F8–2.F11).

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 individuals.
Annual Statistical Supplement, 2008 ♦ 13

employment equal to the amount of net earnings before 

the deduction multiplied by 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

Workers attain insured status upon earning the minimum 

number of credits needed to become eligible for Social 

Security benefits. Insured status is also required to establish benefit eligibility for the worker’s family members or 

survivors. The requirements for insured status differ 

depending on the type of benefit involved.

To determine a worker’s insured status, Social Security looks at the amount of the worker’s earnings (employment or self-employment) covered under Social Security 

and assigns “credits” for those earnings. These credits 

are called quarters of coverage. In 2008, one quarter of 

coverage (QC) is credited for each $1,050 in annual covered earnings, up to a maximum of four QCs for the year. 

Earnings of $4,200 or more in 2008 will give the worker 

the maximum four QCs for the year regardless of when 

the money is actually 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 the year in which the 

worker is age 21 (or 1950, if later) and the year in which 

he or she reaches age 62, becomes disabled, or dies—

whichever occurs first. To compute “elapsed” years, 

Social Security does not count the year in which the 

worker attains age 21 (or 1950, if later) or the year in 

which the worker attains age 62, becomes disabled, or 

dies. If the resulting number of elapsed years is less than 

6, the number is raised to 6. All workers need at least 

6 QCs to be insured. Workers who reach age 62 in 1991 

or later need 40 QCs to be fully insured. Special rules 

may apply if the worker had a prior period of disability. 

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 of disability or death.

Currently Insured

Generally, if a worker dies before meeting fully insured 

status, benefits can still be paid to certain survivors if the 

worker was “currently insured” at the time of death. Survivors benefits are potentially payable to a worker's children and to a widow(er) who takes care of the 

deceased’s child who is under age 16 or disabled and 

receiving Social Security benefits. To be currently 

insured, the worker must have earned 6 QCs in the 

13 quarters ending with the quarter of death.

Additional Insured Status Requirements for 

Noncitizens

The Social Security Protection Act of 2004 (Public Law 

108-203) was signed into law on March 2, 2004. 

Section 211 of this law imposed additional requirements 

for determining fully and currently insured status. These 

additional requirements affect noncitizen workers to 

whom Social Security did not assign a Social Security 

number (SSN) before January 1, 2004. A noncitizen 

worker must meet one of two additional requirements 

under section 211 in order for anyone to qualify for an 

OASDI benefit based on the earnings record of the noncitizen worker. These benefits include retirement or disability insurance benefits, dependents or survivors 

insurance benefits, the lump-sum death payment, and 

Medicare based on end-stage renal disease.

For purposes of the above paragraph:

1. The noncitizen worker must have been assigned an 

SSN for work purposes at any time on or after 

January 1, 2004; or

2. The noncitizen worker must have been admitted to 

the United States at any time as a nonimmigrant visitor for business (B-1) or as an alien crewman (D-1 or 

D-2).

If a noncitizen worker who was not assigned an SSN 

before January 1, 2004, does not meet one of these additional requirements, then he or she cannot be fully or currently insured. No one would qualify for OASDI benefits 

based on the noncitizen worker’s earnings. This is true 

even if the noncitizen worker appears to have the 

required number of quarters of coverage (QCs) in accordance with the regular insured status provisions.

Table 2.A5 describes income tax credits for 1984–

1989 intended to cushion the impact of increases in 

FICA and SECA taxes enacted in 1983. The SECA tax 

credits were replaced, effective 1990, by the deduction 

provisions described above. Table 2.A6 outlines the 

history of provisions regarding appropriations from 

general revenues and interfund borrowing.
14 ♦ Annual Statistical Supplement, 2008

Disability Insured

To qualify for disability benefits, a nonblind worker must 

have recent work activity in addition to being fully 

insured. Under the requirement involving recent work, a 

nonblind worker who is age 31 or older must have earned 

at least 20 QCs during the 40-calendar-quarter period 

ending with the quarter in which the disability began. In 

general, workers disabled at ages 24 through 30 must 

have earned QCs in one-half of the calendar quarters 

beginning with the quarter after the quarter in which 

age 21 is attained and ending with the calendar quarter in 

which the disability began. In this case, the quarters 

counted will go back before the quarter in which the 

worker turned age 21. Workers under age 24 need 

6 QCs in the 12-quarter period ending with the quarter in 

which the disability began. Workers who qualify for benefits based on blindness need only be fully insured. Special rules may apply if the worker had a prior period of 

disability.

International Agreements

The president is authorized to enter into international 

Social Security agreements (also called totalization 

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

and Disability Insurance (OASDI) program with comparable programs of other countries. The United States currently has Social Security agreements in effect with 

22 countries.

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 on the basis of totalized

credits.

Benefit Computation and

Automatic Adjustment Provisions

PIA Computation

The primary insurance amount (PIA) is the monthly

benefit amount payable to the worker upon initial entitlement at full retirement age (FRA) or upon entitlement to 

unreduced disability benefits. (FRA is the age at which 

unreduced retirement benefits may be paid.) The PIA is 

also the base figure from which monthly benefit amounts 

are determined for early retirement, delayed retirement, 

and for the worker's family members or survivors. The 

PIA is derived from the worker's annual taxable earnings 

from covered wages and self-employment, 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; they 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 

Table 2.A7 summarizes the basic provisions

concerning insured status.

Social Security agreements and supplementary

agreements, by effective dates

Australia 2002 Italy 1978, 1986

Austria 1991, 1997 Japan 2005

Belgium 1984 Korea (South) 2001

Canada 1984, 1997 Luxembourg 1993

Chile 2001 Netherlands 1990, 2003

Denmark 2008 Norway 1984, 2003

Finland 1992 Portugal 1989

France 1988 Spain 1988

Germany 1979, 1988, 1996 Sweden 1987, 2007

Greece 1994 Switzerland 1980, 1989

Ireland 1993 United Kingdom 1985, 1997

Table 5.M1 shows the number of beneficiaries

receiving totalization payments and their average benefits.
Annual Statistical Supplement, 2008 ♦ 15

the national economy for the indexing year, divided 

by the corresponding average wage figure for the 

year to be indexed.

2. Determining AIME. The number of years used in the 

computation is determined by subtracting the number 

of dropout years from the number of elapsed years. 

Elapsed years are the full calendar years between 

age 21 (or 1950, if later) and the year of first eligibility. Years within an established period of disability 

may be excluded from elapsed years. Years with the 

lowest earnings are dropped out of the computation. 

There are 5 dropout years for retirement and survivor 

computations and for many disability insurance benefit computations; workers disabled before age 47 

have 0 to 4 dropout years (one-fifth the number of 

elapsed years). If the resulting number of computation years is less than 2, the number is automatically 

raised to 2. The number of years required for computing retirement benefits is 35 for workers who were 

born after 1928, unless it is lowered by an established period of disability.

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 PIAto-AIME 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 2008, 

the formula provides a PIA equal to the sum of

90 percent of the first $711 of AIME, plus

32 percent of the next $3,577 of AIME, plus

15 percent of AIME over $4,288.

The PIA is increased by cost-of-living adjustments 

(COLAs) beginning with the first year of eligibility. 

The COLA for 2008 will be effective for December 

2007.

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 PIA formula applicable to a worker depends on 

the year of eligibility (or death) rather than on the year 

benefits are first received. The year of eligibility for retirement benefits is the year the worker attains age 62. For 

workers born in 1943, the 2005 formula is used and the 

PIA is increased by COLAs beginning with the one for 

December 2005. 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 on the basis of the year of eligibility. 

The FRA for workers born in 1943 is 66 years.

Beginning in June 1982, benefits are rounded to the 

next lower 10 cents. The final benefit payment is rounded 

to the lower whole dollar amount (if not already an even 

dollar). Before June 1982, benefits were paid in 10-cent 

increments after rounding up to the next dime.

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 

Table 2.A8 shows the indexing factors applicable 

to the earnings of workers who were first eligible 

from 1993 through 2008. Table 2.A9 shows 

indexed earnings for workers first eligible from 

2001 through 2008 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. Table

2.A16 describes AMW benefit computations based 

on the worker's nonindexed earnings after 1950. 

(Very few people currently being awarded

benefits have PIAs computed under the AMW 

computation method. The method shown in 

Table 2.A16 is more frequently applicable in earnings recomputations for workers who reached 

age 62 before 1979.)

Table 2.A11 shows the PIA formula and first applicable COLA for workers first eligible in 1979 or 

later.
16 ♦ Annual Statistical Supplement, 2008

September in the year in which the last effective cost-ofliving 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.

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.

Windfall Elimination Provision (WEP). The WEP 

affects workers who receive Social Security benefits 

based on their own work and are also entitled to a pension based on noncovered work after 1956. First eligibility for the noncovered pension and for Social Security 

benefits must be after December 31, 1985, for WEP to 

apply. WEP reduces the Social Security PIA upon which 

OASDI benefits are based and affects all benefits paid on 

that record except those for 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 limited to no more than 

one-half the amount of the noncovered pension.

A WEP PIA is generally based on 40 percent of the 

first bend point instead of 90 percent used for the regular 

AIME PIA. The maximum amount of the reduction is half 

the amount of the first bend point for the applicable eligibility year. The maximum reduction for WEP for the 2008 

eligibility year is $355.50. SSA’s retirement planner at

http://www.socialsecurity.gov/retire2/index.htm has a 

benefit calculator that includes WEP calculations.

Example: A retired worker with a noncovered 

pension of $2,000 a month and fewer than 

21 years of covered employment attains age 62 

in 2008.

Regular PIA, based on AIME of $800.

$711 × .90 = $639.90

$89 × .32 = $28.48

PIA = $668.38 rounded to $668.30

WEP PIA, based on AIME of $800.

$711 × .40 = $284.40

$89 × .32 = $28.48

PIA = $312.88 rounded to $312.80

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 nonWEP percentage of the first bend point).

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

Service Retirement System annuities, retirement benefits 

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.
Annual Statistical Supplement, 2008 ♦ 17

based on foreign earnings, and state and local government pensions based on noncovered earnings.

Family maximum provisions. Monthly benefits payable 

to the worker and family members or to the worker's survivors are subject to a maximum family benefit amount. 

The family maximum level for retired-worker families or 

survivor families usually ranges from 150 percent to 

188 percent of the worker's PIA. The maximum benefit 

for disabled-worker families is the smaller of 

(1) 85 percent of AIME (or 100 percent of the PIA, if 

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

Like the formula for determining the PIA, the maximum family benefit formula applicable to a worker 

depends on the year of first eligibility (that is, the year of 

attainment of age 62, onset of disability, or death). Once 

the worker's maximum family benefit amount for the year 

of first eligibility is determined, it is updated in line with 

the COLAs.

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; the first incremental increase affected 

workers who reached age 62 in 2000. For workers who 

reach age 62 in 2005 through 2016, FRA is age 66.

Reduced retirement benefits are available as early as 

age 62. 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 rise from 20 percent to 30 percent for 

those workers who reach age 62 in 2022, when age 67 

becomes the full retirement age. For workers who reach 

age 62 in 2005 through 2016, the maximum reduction is 

25 percent.

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 insured workers who postpone their retirement 

beyond FRA, benefits are increased for each month of 

nonpayment beyond that FRA up to age 70. This 

increase is called a delayed retirement credit and is 

potentially available for any or all months following attainment of FRA (maximum of 60 months for workers who 

attained age 65 before 2003). The total credit possible 

per year for delayed retirement credits is 8 percent for 

workers who reach 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 FRA 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 rise from 25 percent 

to 35 percent by 2022, when age 67 becomes the 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 

an unmarried child under age 18, a child aged 18 to 19 

attending elementary or secondary school full time, or an 

adult child aged 18 or older who was disabled before 

age 22. In addition, young spouses (that is, those under 

age 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 an entitled child under 

age 16 or to a child of the worker aged 16 or older and 

disabled before 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.

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.

Table 2.A17.1 shows the FRA and maximum reduction 

of retired-worker benefits by year of birth.

Table 2.A20 shows a history of benefit increases due 

to delayed retirement.
18 ♦ Annual Statistical Supplement, 2008

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 aged 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 who is not yet entitled to benefits, if the ex-spouse could be entitled to retirement benefits if he or she applied.

Survivors Benefits

Widows and widowers of fully insured workers are eligible for unreduced benefits at FRA. As with retired workers and spouses, widow(er)s' FRA will gradually increase 

to age 67, but on a different schedule. 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 FRA is after 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 receiving retirement benefits beyond the FRA. In these cases, the survivor benefits 

include any delayed retirement credits the deceased 

worker 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 aged 50 to 60 receive the rate of reduction 

set for widow(er)s aged 60 (71.5 percent of PIA) regardless of their age at the time of entitlement.

Children of deceased workers and mother and father 

beneficiaries under FRA are eligible to receive monthly 

benefits up to 75 percent of the worker's PIA if the worker 

dies either fully or currently insured. Mother and father 

beneficiaries 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. When two dependent 

parents qualify for benefits, the monthly benefit for each 

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

Monthly benefits payable to survivors are reduced to conform to the family maximum payable on the deceased 

worker's account. Benefits for a surviving divorced 

spouse, however, do not affect the maximum benefit to 

the family.

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 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, would consist of two 

components.

• Tier 1. A basic Social Security 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.

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 

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 for 

widow(er)s. Additionally, Tables 2.A23 and 2.A24 

show the history of legislation relating to special 

monthly benefits payable to certain persons born 

before January 2, 1900. Table 2.A25 summarizes the 

history of certain OASDI benefits other than monthly 

benefit payments. Table 2.A26 presents illustrative 

monthly benefit amounts for selected beneficiary families, based on hypothetical earnings histories representing five different earnings levels. Table 2.A27

shows minimum and maximum monthly benefits payable to retired workers retiring at age 62 in various 

years beginning with 1957 (the first full year benefits 

became available at age 62). Table 2.A28 shows minimum and maximum monthly benefits payable to retired 

workers retiring at age 65 in various years beginning 

with 1940.
Annual Statistical Supplement, 2008 ♦ 19

railroad service or, effective January 1, 2002, at least 

5 years of railroad service after December 31, 1995. The 

two components are unchanged.

Effect of Current Earnings on Benefits

Annual Earnings Test

Individuals may receive Social Security retirement, 

dependent, or survivor benefits and work at the same 

time. However, under the law, those benefits could be 

reduced if earnings exceed certain amounts.

Under the annual earnings test provisions of the 

Social Security Act, beneficiaries who are younger than 

full retirement age and have earnings in excess of certain 

exempt amounts may have all or part of their benefits 

withheld. The annual earnings test exempt amount for 

nondisabled beneficiaries is pegged to increases in the 

average wage. Different rules on earnings apply to beneficiaries who receive disability benefits, and are 

described in a subsequent section.

For beneficiaries who are younger than FRA 

throughout the year:

• The earnings test exempt amount is $13,560 in 2008.

• Benefits are withheld at the rate of $1 for each $2 of 

earnings above the exempt amount.

For beneficiaries who attain FRA in 2008, the annual 

earnings test is significantly higher.

• This earnings test exempt amount is $36,120 in 

2008. Only earnings before the month of attainment 

of FRA are counted for purposes of this portion of the 

annual earnings test.

• Benefits are withheld at the rate of $1 for every $3 of 

earnings above the exempt amount.

Individuals have the option to receive 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 entitlement, because 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 an amount equal to more than 1/12 the annual earnings test. The monthly earnings test is applied to the selfemployed on the basis of the number of hours worked 

instead of monthly earnings. Generally, beneficiaries are 

eligible for the monthly earnings test in only one year.

A foreign work test applies to work outside the United 

States in employment or self-employment that is not subject to U.S. Social Security taxes. Benefits are withheld 

for each month a beneficiary younger than FRA works 

more than 45 hours.

The earnings test no longer applies beginning with 

the month a beneficiary attains FRA. Elimination of the 

earnings test at FRA is effective for taxable years ending 

after December 31, 1999 (Public Law 106-182). At FRA 

no benefits are withheld for earnings, regardless of the 

amount of earnings.

Automatic Adjustments for Additional Earnings

When a worker has earnings after filing for Social Security benefits, the additional earnings are credited to the 

worker’s record. The reduction factor and the computation of the PIA could be affected by the additional earnings. These adjustments occur automatically; the worker 

does not need to request the action.

Adjusted Reduction Factor. The reduction factor is 

based on all months of entitlement prior to FRA. If a full 

month or partial month of benefits is withheld because of 

the earnings test, the reduction factor is automatically 

adjusted at FRA. For widows and widowers, the automatic adjustments are effective at age 62 and at FRA. 

This adjustment of the reduction factor results in a higher 

ongoing monthly benefit. For example, if retirement benefits are claimed 36 months before FRA, a 36-month 

reduction factor is applied to the PIA. If the earnings test 

results in no payment of benefits for 6 of those months, 

the reduction factor is automatically adjusted at FRA, the 

ongoing reduction factor is changed to 30 months, and 

benefits are increased retroactively to the month of FRA.

Recomputation. Additional earnings also have the 

potential to increase the PIA. A recomputation is automatically considered each year when earnings of the 

insured worker are credited to the record. A recomputation of the PIA is processed if the earnings result in an 

increase to the PIA of at least $1.00. The increase is retroactive to January of the year following the year of new 

earnings. For example, if a beneficiary’s PIA is $955.50 

effective December 2007 and the beneficiary had earnings in 2007, a recomputation would be considered for 

January 2008. After considering all earnings through 

2007, if it is found that the PIA has increased to $976.50 

as of January 2008, the recomputation can be allowed 

because the increase is at least $1.00 over the December 2007 PIA.

Tables 2.A29 and 2.A29.1 provide historical detail on 

the retirement test.
20 ♦ Annual Statistical Supplement, 2008

Earnings and Disability Benefits

Beneficiaries entitled on the basis of their own disability—disabled workers, disabled adult children, and disabled widow(er)s—are not subject to the annual earnings 

test. Substantial earnings by disabled beneficiaries, however, may indicate that they are able to do work that constitutes substantial gainful activity (SGA) and therefore 

no longer meet the requirements for disability benefits. 

Although other factors are considered, numerical earnings thresholds are used to evaluate SGA. Disabled beneficiaries must report all earnings to SSA for timely 

evaluation of SGA.

Through 2000, SSA periodically changed the earnings amount for which a nonblind disabled individual was 

considered to be engaged in SGA. Effective January 1, 

2001, SGA amounts are automatically adjusted annually 

on the basis of increases in the national average wage 

index. The SGA amount for nonblind individuals in calendar year 2008 is $940 per month.

A different definition of SGA applies to blind individuals receiving Social Security disability benefits. Increases 

in the SGA amount for blind individuals have been 

pegged to increases in the national average wage index 

since 1978. The SGA level for blind individuals in calendar year 2008 is $1,570 per month.

A 9-month trial work period allows beneficiaries who 

are still disabled to test their ability to work. During that 

period, beneficiaries may earn any amount and still 

receive full benefits. After the individual completes 9 trial 

work months, the SGA level is used to determine whether 

earnings are substantial.

Government Pension Offset

A pension from a federal, state, or local government 

based on work that was not covered by Social Security 

could reduce the amount of a spouse’s or widow’s or widower’s Social Security benefits. Social Security benefits 

are reduced (offset) by two-thirds of the government pension if the pension is based on noncovered work by the 

spouse, widow, or widower. For example, for a monthly 

civil service pension of $600, two-thirds, or $400, would 

offset a Social Security spousal benefit. An individual eligible for a Social Security spousal benefit of $500 would 

receive $100 per month from Social Security ($500 –

$400 = $100). The intent of the Government Pension 

Offset provision is to ensure that, when determining the 

amount of spousal benefits, government employees who 

do not pay Social Security taxes are treated in a manner 

similar to those who work in the private sector and pay 

Social Security taxes. The law requires that Social Security spousal benefits be offset dollar for dollar by the 

amount of a spouse’s own Social Security retirement 

benefit. For example, if a woman worked and earned her 

own $600 monthly Social Security retired-worker benefit 

but was also eligible for a $500 spouse’s benefit on her 

husband’s Social Security record, the spousal benefit 

would not be paid because it would be offset by her own 

Social Security benefit.

Exceptions to the Government Pension Offset could 

apply if some of the work on which the pension is based 

was in covered employment. Specific rules apply 

depending on the employer and on the dates of employment. There are also exemptions for those who were eligible for the government pension before December 1982 

or before July 1983, if specific criteria are met.

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 half the Social Security and Tier 1 Railroad Retirement benefits.

For married beneficiaries filing jointly with adjusted 

gross income (as defined above) that is $32,000 a year 

or less, no Social Security benefits are subject to taxation. If their adjusted gross income exceeds $32,000 but 

is $44,000 or less, up to 50 percent of the Social Security 

benefit is subject to income tax. If their income exceeds 

$44,000, up to 85 percent of the Social Security benefit is 

subject to income tax. For married beneficiaries filing 

separately who lived together any time during the tax 

year, there is no minimum threshold. Up to 85 percent of 

the Social Security benefit is subject to income tax.

For individuals in all other filing categories (single, 

head of household, qualifying widow(er), and married filing separately but who lived apart from their spouse for 

the entire year), the income threshold is $25,000. Generally, up to 50 percent of benefits are taxable for income 

between $25,001 and $34,000, and up to 85 percent of 

benefits are taxable for income exceeding $34,000.

Table 2.A30 provides related historical data on disability program earnings guidelines.
Annual Statistical Supplement, 2008 ♦ 21

Like all matters dealing with tax liability, taxation of 

Social Security benefits falls under the jurisdiction of the 

Internal Revenue Service.

CONTACT: Alberta Presberry (410) 966-8473 or 

supplement@ssa.gov.

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.
22 ♦ Annual Statistical Supplement, 2008

Supplemental Security Income

Program Overview

The Supplemental Security Income (SSI) program provides income support to persons aged 65 or older, blind 

or disabled adults, and blind or disabled children. Eligibility requirements and federal payment standards are 

nationally uniform. The 2008 federal SSI benefit rate for 

an individual living in his or her own household and with 

no other countable income is $637 monthly; for a couple 

(with both husband and wife eligible), the SSI benefit rate 

is $956 monthly.

Payments under SSI began in January 1974. It 

replaced the former federal-state adult assistance programs in the 50 states and the District of Columbia. 

Under SSI each eligible person is provided a monthly 

cash payment based on a statutory federal benefit rate. 

Since 1975, these rates have been increased by the 

same percentage as the cost-of-living increases in 

OASDI benefits. If an individual or couple is living in 

another person's household and is receiving both food 

and shelter from the person in whose household they are 

living, the federal benefit rate is reduced by one-third. 

This is done instead of determining the actual dollar 

value of the in-kind support and maintenance.

For institutionalized persons, the eligibility requirements and payment standards depend on the type of 

institution. With some exceptions, inmates of public institutions are ineligible for SSI. For persons institutionalized 

for a complete calendar month, a maximum federal SSI 

payment of $30 per month applies where (1) the institution receives a substantial part of the cost of the person's 

care from the Medicaid program, or (2) the institution 

receives payments from private health insurance on 

behalf of a recipient under age 18. Other eligible persons 

in institutions may receive up to the full federal benefit 

rate.

The federal payment is based on the individual's 

countable income. The first $20 monthly in OASDI benefits or other earned or unearned income is not counted. 

Also excluded is $65 monthly of earnings plus one-half of 

any earnings above $65. For example, a person living in 

his or her own household, whose sole income is a $200 

monthly OASDI benefit, would receive $457 in federal 

SSI payments

$637 - ($200 - $20) = ($637 - $180) = $457.

A person whose income consists of $500 in gross 

monthly earnings would receive $429.50 in federal SSI 

payments

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

FBR $637 - $207.50 = $429.50 federal SSI

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. States have the option to supplement the 

federal SSI payment for all or selected categories of persons, regardless of previous state program eligibility.

SSI: History Of Provisions

Basic Eligibility Requirements

1972 (Public Law 92-603, enacted October 30). An individual may qualify for payments on the basis of age, 

blindness, or disability.

Aged: Any person aged 65 or older.

Blind: Any person with 20/200 or less vision in the 

better eye with the use of correcting lenses, or with 

tunnel vision of 20 degrees or less. An individual 

transferred from a state Aid to the Blind (AB) program is eligible if he/she received such state aid in 

December 1973 and continues to meet the 

October 1972 state definition of blindness.

Disabled: Any person unable to engage in any substantial gainful activity by reason of any medically 

determinable physical or mental impairment 

expected to result in death or that has lasted or can 

be expected to last for a continuous period of at least 

12 months. For a child under age 18, eligibility is 

based on disability of severity comparable with that 

of an adult. An individual transferred from a state Aid 

to the Permanently and Totally Disabled (APTD) program to SSI is also eligible if he/she received such 

state aid in December 1973 and continues to meet 

the October 1972 state definition of disability.

1973 (Public Law 93-233, enacted December 31). Only 

persons who had received APTD before July 1973 

and were on the rolls in December 1973 may receive 

SSI on the basis of the state definition of disability; 

those who became eligible for state aid from July to 

December 1973 must meet the federal definition of 

disability.

1980 (Public Law 96-265, enacted June 9). A disabled 

recipient who loses federal SSI eligibility because of 

earnings at the substantial gainful activity level may 
Annual Statistical Supplement, 2008 ♦ 23

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 existing statutory duration requirement. 

The law also eliminates references to “maladaptive 

behaviors” in the Listing of Impairments for children, 

and discontinues the use of individualized functional 

assessments for children.

SSI eligibility is prohibited for an individual in any 

month during which such an individual is a fugitive 

felon, fleeing prosecution, or violating state or federal 

conditions of probation or parole. In addition, SSI eligibility is prohibited for 10 years for those convicted 

of fraudulently claiming residence to obtain benefits 

simultaneously in two or more states.1

2006 (Public Law 109-171, enacted February 8). 

Requires the Commissioner to conduct reviews of a 

specific percentage of SSI initial disability and blindness cases involving individuals aged 18 or older 

that are allowed by State Disability Determination 

Service agencies (DDS). The provision is phased in 

as follows—for fiscal year 2006, the Commissioner is 

required to review 20 percent of DDS allowances; in 

fiscal year 2007, the requirement is 40 percent; and, 

for fiscal years 2008 and thereafter, 50 percent of all 

DDS allowances are required to be reviewed. These 

reviews are to be made before the allowance decision is implemented.

Other Eligibility Provisions

Citizenship and Residence

1972 (Public Law 92-603, enacted October 30). The individual must reside within one of the 50 states or the 

District of Columbia and be a citizen or an alien lawfully admitted for permanent residence or permanently residing in the United States under color of 

law. Persons living outside the United States for an 

entire calendar month lose their eligibility for such a 

month.

1976 (Public Law 94-241, enacted March 24). Eligibility 

for SSI is extended to residents of the Northern Mariana Islands, effective January 9, 1978.

1980 (Public Law 96-265, enacted June 9). The income 

and resources of the immigration sponsors of aliens 

applying for SSI are considered in determining eligibility for and the amount of payment. After allowances for the needs of the sponsor and his/her 

family, the remainder is deemed available for the 

support of the alien applicant for a 3-year period after 

admission to the United States for permanent residence. This provision does not apply to those who 

become blind or disabled after admission, to refugees, or to persons granted political asylum. (See 

section “Deeming of Income and Resources” for subsequent changes to sponsor-to-alien deeming provisions.)

1989 (Public Law 101-239, enacted December 19). SSI 

eligibility is continued for a disabled or blind child 

who was receiving SSI benefits while living in the 

United States and is now living with a parent who is a 

member of the U.S. Armed Forces assigned to permanent duty ashore outside the United States, but 

not where the parent is stationed in Puerto Rico or 

the territories and possessions of the United States.

1993 (Public Law 103-66, enacted August 10). Above 

provision made applicable where the parent is a 

member of the U.S. Armed Forces and stationed in 

1. This last provision was repealed in 1999 by Public Law 106-169 

and replaced with a provision providing for nonpayment of benefits 

for up to 24 months for knowingly making false or misleading 

statements regarding material facts.
24 ♦ Annual Statistical Supplement, 2008

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 timelimited eligibility, or active duty U.S. military or veterans and their spouses and children. Extends eligibility for aliens receiving SSI as of August 22, 1996, 

(the enactment date of the law) for 1 year after the 

enactment date for those aliens found ineligible 

under the new standards.

(Public Law 104-208, enacted September 30). 

Amends Public Law 104-193 to add to the list of 

“qualified aliens” certain noncitizens (and their children) who have been battered or subjected to 

extreme cruelty by 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 timelimited 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.”

2004 (Public Law 108-203, enacted March 2). Extends 

SSI eligibility to blind or disabled children who are 

U.S. citizens living with a parent assigned to permanent U.S. military duty outside of the United States 

and who were not receiving SSI benefits when living 

in the United States. Previously, only blind or disabled children who received an SSI benefit for the 

month before the parent reported for permanent duty 

abroad were eligible. Effective April 2004 for applications filed after enactment.

2007 (Public Law 110-161, enacted December 26). Provides certain Iraqi and Afghan aliens with special 

immigrant status, as described in section 101(a)(27) 

of the Immigration and Nationality Act. As special 

immigrants, these Iraqi and Afghan aliens are eligible 

for resettlement assistance, entitlement programs, 

and other benefits available to refugees admitted 

under section 207 of such Act (admission of refugees 

in emergency situations) for a period not to exceed 

6 months.

2008 (Public Law 110-181, enacted January 28). Provides certain Iraqi aliens who have provided service 

to the United States with special immigrant status, as 

described in section 101(a)(27) of the Immigration 

and Nationality Act. As special immigrants, these 

Iraqis are eligible for resettlement assistance, entitlement programs, and other benefits available to refugees admitted under section 207 of such Act 

(admission of refugees in emergency situations) for a 

period not to exceed 8 months. 

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 
Annual Statistical Supplement, 2008 ♦ 25

private agency designated by SSA to manage the 

recipient’s benefit on his/her behalf.

1994 (Public Law 103-296, enacted August 15). Any individual who is receiving SSI based on a disability 

where drug addiction or alcoholism is a contributing 

factor material to the finding of disability must comply 

with the DA&A treatment requirements. The individual must accept appropriate treatment when it is 

available and comply with the conditions and terms 

of treatment. Instances of noncompliance with the 

requirements result in progressively longer payment 

suspensions. Before payments can resume, the individual must demonstrate compliance for specific periods; 2 months, 3 months, and 6 months, 

respectively, for the first, second, third, and subsequent instances of noncompliance. An individual who 

is not in compliance with the DA&A treatment 

requirements for 12 consecutive months shall not be 

eligible for payments; however, this does not prevent 

such individuals from reapplying and again becoming 

eligible for payments.

SSI disability payments based on DA&A are also limited to a total of 36 benefit months (beginning 

March 1995) regardless of whether appropriate treatment is available. Months for which benefits are not 

due and received do not count towards the 36-month 

limit.

Payments based on DA&A must be made to a representative payee. Preference is required to be given 

to community based nonprofit social service agencies and federal, state, or local government agencies 

in representative payee selection. These agencies 

when serving as payees for individuals receiving payments based on DA&A may retain the lesser of 

10 percent of the monthly benefit or $50 (adjusted 

annually after 1995 by 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.

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 (VR) 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 
26 ♦ Annual Statistical Supplement, 2008

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 VR programs of state VR agencies may 

continue to receive benefits during their participation 

in such programs if the Commissioner of Social 

Security determines that continuation in the program 

will increase the probability that they leave the rolls 

permanently.

1981 (Public Law 97-35, enacted August 13). Funding no 

longer provided under Title XVI for medical, social, 

developmental, and rehabilitative services to disabled or blind children.

Reimbursement for the cost of rehabilitation services 

will only be made if the services result in the recipient’s return to work for a continuous period of 

9 months. The work must be at the substantial gainful activity earnings level.

1984 (Public Law 98-460, enacted October 9). Authorizes the reimbursement of states for the cost of VR 

services provided to individuals who (1) continue to 

receive benefits after medical recovery because they 

are participating in a state VR program or (2) refuse, 

without good cause, to continue in or cooperate with 

the VR program in which they had been participating.

1987 (Public Law 100-203, enacted December 22). 

Extends the provision for continuation of payments to 

disabled SSI recipients who have medically recovered while enrolled in an approved VR program to 

include blind SSI recipients.

1990 (Public Law 101-508, enacted November 5). Reimbursement authorized for the cost of VR services 

provided in months in which the individual was not 

receiving federal SSI payments, if

• SSI recipient status for Medicaid eligibility purposes was retained under work incentive provisions, or 

• Benefits were in suspense2 status (for a reason 

other than cessation of disability or blindness), or

• Federally administered state supplementation 

was received.

Extends benefit continuation provision to disabled 

SSI recipients who medically recover while participating in a nonstate VR program.

1999 (Public Law 106-170, enacted December 17). 

Establishes a Ticket to Work and Self-Sufficiency 

program that will provide SSI (and OASDI) disability 

beneficiaries with a ticket that can be used to obtain 

VR services, employment services, or other support 

services, from an employment network (EN) of their 

choice.

An EN chooses one of the two EN payment options 

at the time it submits an application to SSA to 

become an EN. The chosen payment system will 

apply to all beneficiaries served. An EN can elect to 

receive payment under the

• Outcome payment system, under which it can 

receive payment for up to 60 outcome payment 

months; or

• Outcome-milestone payment system, under 

which it can receive payment for up to four milestones in addition to outcome payments. These 

milestones must occur before the EN enters the 

first month for which it is eligible for an outcome 

payment. Four milestone payments plus 

60 months of reduced outcome payments equal 

85 percent of the total that would be available if 

the EN chose the outcome payment system.

The four milestones are based on gross earnings 

exceeding the substantial gainful activity level for 

specified months. An outcome payment month is any 

month in which SSA does not pay any federal disability cash benefits to a beneficiary because of work or 

earnings.

Also eliminates the requirement that blind or disabled 

SSI recipients aged 16 through 64 be referred to the 

state VR agency and accept the services offered.

Continuing Disability Reviews and Eligibility 

Redeterminations

1994 (Public Law 103-296, enacted August 15). During 

each of fiscal years 1996, 1997, and 1998, requires 

SSA to conduct continuing disability reviews (CDRs) 

on a minimum of 100,000 SSI recipients. In addition, 

during the same period, requires SSA to redetermine 

the SSI eligibility of at least one-third of all child SSI 

recipients who reach age 18 after April 1995 during 

the 1-year period following attainment of age 18. 

Redeterminations for persons turning age 18 could 

count toward the 100,000 CDR requirement.

1996 (Public Law 104-193, enacted August 22). Repeals 

the requirement that SSA redetermine the eligibility 

2. Recipients who have lost eligibility for SSI benefits for fewer than of at least one-third of all child SSI recipients who 

13 consecutive months are in suspended payment status.
Annual Statistical Supplement, 2008 ♦ 27

reach age 18 after April 1995 during the 1-year 

period following attainment of age 18.

Requires a CDR

• At least once every 3 years for SSI recipients 

under age 18 who are eligible by reason of an 

impairment that is likely to improve, and

• Not later than 12 months after birth for recipients 

whose low birth weight is a contributing factor 

material to the determination of their disability.

Requires eligibility redetermination for all child SSI 

recipients eligible for the month before the month in 

which they attain age 18.

Requires redetermination of eligibility for children 

considered disabled based on an individual functional assessment and/or consideration of maladaptive behavior.

Requires the representative payee of a child SSI 

recipient whose continuing eligibility is being 

reviewed to present evidence that the recipient is 

receiving treatment that is considered medically necessary and available for the condition which was the 

basis for providing SSI benefits.

1997 (Public Law 105-33, enacted August 5). Modifies 

provision of Public Law 104-193 to extend from 12 to 

18 months the period for redetermining the disability 

of children under age 18 under the new childhood 

disability standard.

Modifies provision of Public Law 104-193 to permit 

SSA to schedule a CDR for a disabled child for whom 

low birth weight is a contributing factor material to the 

determination of disability, at a date after the child’s 

first birthday if the Commissioner determines the 

impairment is not expected to improve within 

12 months of the child’s birth.

Modifies provision of Public Law 104-193 to provide 

SSA the authority to make redeterminations of disabled childhood recipients who attain age 18, more 

than 1 year after the date such recipient attains 

age 18.

1999 (Public Law 106-170, enacted December 17). Prohibits the initiation of a CDR during the period that a 

recipient is “using a ticket” under the Ticket to Work 

program.

Deeming of Income and Resources

1972 (Public Law 92-603, enacted October 30). Deeming 

occurs when the income and resources of certain 

family members living in the same household with 

the SSI recipient are considered in determining the 

amount of the SSI payment. These family members 

are the ineligible spouse of an adult recipient and the 

ineligible parents of a child recipient under age 21.

After deduction of personal allocations for the spouse 

(or parents) and for ineligible children in the home, 

and after application of income exclusions, any 

remaining income of the spouse (or parents) is 

added to the income of the eligible person.

1980 (Public Law 96-265, enacted June 9). Children 

aged 18 or older are not subject to parental deeming.

Sponsor’s income and resources deemed to an alien 

for 3 years.

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 because of 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 
28 ♦ Annual Statistical Supplement, 2008

sponsor-to-alien deeming when the parent of a noncitizen has been battered or subjected to extreme 

cruelty by family members.

2006 (Public Law 109-163, enacted January 6). Provides 

that individuals who were made ineligible for SSI 

because of their spouses or parents being called to 

active military duty would not have to file a new application for SSI benefits if they again could be eligible 

for benefits before the end of 24 consecutive months 

of ineligibility.

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 maintenance there, 

the federal benefit is reduced by one-third. The federal 

benefit rates for persons in households are increased 

annually to reflect increases in the cost of living. Legislation affecting the level of federal benefit rates since the 

inception of the SSI program are summarized in 

Table 2.B1.

Windfall Offset

1980 (Public Law 96-265, enacted June 9). Offset (by 

reduction of retroactive Social Security benefits) to 

prevent persons whose initial OASDI payment is retroactive from receiving more in total benefits than if 

they were paid the benefits when regularly due.

1984 (Public Law 98-617, enacted November 8). Offset 

provision expanded to allow for reduction of retroactive SSI benefits and to apply in cases of OASDI benefit reinstatement.

Proration of Benefit

1982 (Public Law 97-248, enacted September 3). Benefit 

for first month of eligibility to be prorated by the number of days in the month for which an application has 

been filed and there is eligibility.

1996 (Public Law 104-193, enacted August 22). 

Changes the effective date of an SSI application to 

the first day of the month following the date on which 

the application was filed or on which the individual 

first becomes eligible, whichever is later. This, in 

effect, eliminates prorated payments in initial claims.

Retrospective Monthly Accounting

1981 (Public Law 97-35, enacted August 13). Changes 

the method of computing the SSI benefit to one 

under which the benefit amount is computed on a 

monthly basis and is based on income and other 

characteristics in the previous (or second previous) 

month.

1984 (Public Law 98-369, enacted July 18). Changes the 

method of computing the SSI benefit to persons 

receiving Title II payments. The effect of the 

increased Title II income at the time of the cost-of-living increase is not delayed as it otherwise would be.

1987 (Public Law 100-203, enacted December 22). Provides an exception to retrospective monthly accounting so that amounts received under Aid to Families 

with Dependent Children (AFDC), foster care, refugee cash assistance, Cuban-Haitian entrant assistance, or general and child welfare assistance 

provided by the Bureau of Indian Affairs are counted 

only in the month received.

1993 (Public Law 103-66, enacted August 10). Changes 

the method of computing the SSI benefit to persons 

receiving the value of the one-third reduction. The 

effect of the increased value at the time of the costof-living increase is not delayed as it otherwise would 

be. Effective January 1995.

2004 (Public Law 108-203, enacted March 2). Eliminates 

triple counting of one-time, nonrecurring income by 

providing that this income will be counted only for the 

month that the income is received and not for any 

other month during the transition to retrospective 

monthly accounting during the first 3 months of an 

individual’s SSI eligibility. Effective April 2005.

Uncashed Checks

1981 (Public Law 97-35, enacted August 13). States that 

have federally administered supplements are to be 

credited their share of SSI checks that remain unnegotiated for 180 days.

1987 (Public Law 100-86, enacted August 10). SSI 

checks now unnegotiable after 1 year. States are 

credited their share of SSI checks after 1 year rather 

than 180 days.

Rounding of Payment Amounts

1982 (Public Law 97-248, enacted September 3). Costof-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 cost-of-living adjustments will be calculated on the previous year’s benefit standard before 

rounding.
Annual Statistical Supplement, 2008 ♦ 29

Penalties Resulting in Nonpayment of Benefits for 

False or Misleading Statements

1999 (Public Law 106-169, enacted December 14). Provides for the nonpayment of OASDI and SSI benefits 

(6, 12, and 24 months, respectively, for the first, second, and third or subsequent violations) for individuals found to have knowingly made a false or 

misleading statement of material fact for use in determining eligibility for benefits.

2004 (Public Law 108-203, enacted March 2). Expands 

the administrative sanction of nonpayment of benefits to situations in which an individual has failed to 

disclose material information, if the person knew or 

should have known that such failure was misleading.

Authorizes federal courts to order a defendant convicted of defrauding Social Security, Special Veterans’ Benefits, or SSI to make restitution to SSA. 

Restitution funds would be deposited to the trust 

funds or General Fund of the Treasury, as appropriate. Effective with respect to violations occurring on 

or after the date of enactment.

Installment Payments

1996 (Public Law 104-193, enacted August 22). Establishes a schedule for paying retroactive SSI benefit 

amounts that exceed 12 times the federal benefit 

rate (FBR) plus the state supplement level. Payments would be made at 6-month intervals:

• The first installment would be 12 times the FBR 

plus any federally administered state supplement.

• Any remaining retroactive benefits would be paid 

in a second installment (not to exceed the first 

payment amount).

• All remaining retroactive benefits would be paid 

in the third installment.

Provides that where an underpaid individual has 

incurred debts to provide for food, clothing, or shelter, 

has expenses for disability-related items and services that exceed the installment amount, or has 

entered into a contract to purchase a home, the 

installment payment would be increased by the 

amount needed to cover those debts, expenses, and 

obligations.

Provides that full retroactive payments be paid to an 

individual who is terminally ill or, if currently ineligible, 

is likely to remain so for the next 12 months.

2006 (Public Law 109-171, enacted February 8). 

Requires that past-due monthly SSI benefits that 

exceed three times the maximum monthly benefit 

(federal benefit rate plus state supplementary payment amount, if any) payable to the individual be paid 

in up to three installment payments, 6 months apart. 

Also, limits the amount of the first two installment 

payments to three times the maximum monthly benefit. All remaining benefits due are to be paid in the 

third installment. As under current law, the amounts 

of the installment payments may be increased in certain cases, such as those in which the individual has 

outstanding debt relating to food, clothing, or shelter, 

or has necessary medical needs. Effective 3 months 

after enactment.

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 self-employment income 

for SSI purposes.

Special Exclusions

1972 (Public Law 92-603, enacted October 30). Any 

amount of tax rebate issued to an individual by any 

public agency that is based on either real property or 

food purchase taxes.

Grants, scholarships, and fellowships used to pay 

tuition and fees at an educational institution.

Income required for achieving an approved self-support plan for blind or disabled persons.

Work expenses of blind persons.

For blind persons transferred from state programs to 

SSI, income exclusions equal to the maximum 

amount permitted as of October 1972 under the state 

programs.

Irregularly or infrequently received income totaling 

$60 or less of unearned income and $30 of earned 

income in a calendar quarter.
30 ♦ Annual Statistical Supplement, 2008

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.

Certain home energy assistance payments are 

excluded if a state agency certified that the assistance is based on need. Provision is applicable 

through June 1985.

1984 (Public Law 98-369, enacted July 18). The 1983 

provisions for support and maintenance and home 

energy assistance continue to October 1, 1987.

1986 (Public Law 99-498, enacted October 17). Educational assistance used for educational expenses 

under the Higher Education Act of 1965 as amended.

1987 (Public Law 100-203, enacted December 22). The 

1983 provisions for support and maintenance and 

home energy assistance made permanent.

Excludes death payments (for example, proceeds 

from life insurance) from SSI income determinations 

to the extent they were spent on last illness and 

burial.

Modifies the 1982 resource exclusion for burial funds 

to extend the exclusion to any burial fund of $1,500 

or less maintained separately from all other assets, 

thereby allowing interest to be excluded from income 

if retained in the fund.

1988 (Public Law 100-383, enacted August 10). Restitution payments made to Japanese internees and relocated Aleutians.

1989 (Public Law 101-239, enacted December 19). Interest on agreements representing the purchase of an 

excluded burial space.

Payments from the Agent Orange Settlement.

Value of a ticket for domestic travel received as a gift 

and not cashed.

1990 (Public Law 101-508, enacted November 5). 

Earned income tax credit (including the child health 

insurance portion).

Payments received from a state-administered fund 

established to aid victims of crime.
Annual Statistical Supplement, 2008 ♦ 31

Impairment-related work expenses excluded from 

income in determining initial eligibility for benefits.

Payments received as state or local government relocation assistance.

Payments received under the Radiation Exposure 

Compensation Act.

Redefines as earned income, royalties earned in 

connection with any publication of the individual’s 

work and honoraria received for services rendered 

(previously defined as unearned income).

1993 (Public Law 103-66, enacted August 10). Hostile 

fire pay to members of the uniformed services.

Payments received as state or local government relocation assistance made permanent.

1994 (Public Law 103-286, enacted August 1). Payments 

to victims of Nazi persecution.

1998 (Public Law 105-285, enacted October 27). Funds 

made available to an SSI recipient by a state or local 

government or a nonprofit organization as part of the 

Individual Development Account demonstration project.

(Public Law 105-306, enacted October 28). In-kind 

gifts to children with life-threatening conditions by 

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.

2004 (Public Law 108-203, enacted March 2). Changes 

the calculation of infrequent and irregular income 

from a monthly to a quarterly basis.

Excludes from the determination of an individual’s 

income all interest and dividend income earned on 

countable resources. Effective July 2004.

Permits the student earned income exclusion to 

apply to any individual under age 22 who is a student. Thus, students under age 22 who are married 

or heads of households would be eligible for the 

exclusion. Effective April 2005.

Excludes from the determination of income any gift to 

an individual for use in paying tuition or educational 

fees, just as grants, scholarships, and fellowships for 

such use are currently excluded from the determination of income. Effective June 2004.

2005 (Public Law 109-64, enacted September 20). 

Amends the National Flood Insurance Act of 1968 to 

specify that assistance provided under a program for 

flood mitigation activities with respect to a property 

would not be considered income or a resource of the 

owner of the property when determining eligibility for 

or benefit levels under any income assistance or 

resource-tested program (including SSI) that is 

funded in whole or in part by a federal agency or by 

appropriated federal funds.

2006 (Public Law 109-432, enacted December 20). 

Extends the present law that allows combat pay to be 

considered for Earned Income Tax Credit (EITC) purposes for one additional year (for taxable years ending before January 1, 2008). For SSI purposes, EITC 

payments are excluded from income, and are not a 

countable resource for 9 calendar months following 

the month of receipt.

2008 (Public Law 110-185, enacted February 13). A 

rebate payment received under the Economic Stimulus Act of 2008, and any other credit or refund under 

section 6428 of the Internal Revenue Code, would 

not be taken into account as income for purposes of 

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 that 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).
32 ♦ Annual Statistical Supplement, 2008

Personal effects and household goods of reasonable 

value established by regulation as not exceeding a 

total market value of $1,500.

An automobile of reasonable value—established by 

regulation as not exceeding a market value of 

$1,200.

An automobile may be excluded, regardless of value, 

if the individual’s household uses it for employment 

or medical treatment or if it is modified to be operated 

by or for transportation of a handicapped person.

Life insurance with face value of $1,500 or less.

1976 (Public Law 94-569, enacted October 20). The 

recipient’s home, regardless of value, is excluded 

from consideration in determining resources.

1977 (Public Law 95-171, enacted November 12). Assistance received under the Disaster Relief and Emergency Assistance Act of 1974 for 9 months following 

receipt.

1979 Reasonable value for an automobile increased by 

regulation to $4,500 of current-market value; personal goods and household effects increased to 

$2,000 of equity value.

1982 (Public Law 97-248, enacted September 3). The 

value, within prescribed limits, of a burial space for 

the recipient, spouse, and immediate family is 

excluded. In addition, $1,500 each (less the value of 

already excluded life insurance and any amount in an 

irrevocable burial arrangement) may be set aside for 

the burial of the recipient and spouse.

1984 (Public Law 98-369, enacted July 18). The unspent 

portion of any retroactive Title II or Title XVI payment 

is excluded for 6 months following its receipt, and the 

individual must be given written notice of the time 

limit on the exclusion.

1985 Regulations permit exclusion, regardless of value, 

of an automobile needed for essential transportation 

or modified for a handicapped person. The $4,500 

current market value limit applies only if no automobile could be excluded based on the nature of its use.

1987 (Public Law 100-203, enacted December 22). Provides for suspension of the 1980 transfer of assets 

provision, in any month that it is determined that 

undue hardship would result.

Real property that cannot be sold for the following 

reasons: it is jointly owned; its sale would cause the 

other owner(s) undue hardship because of loss of 

housing; its sale is barred by a legal impediment; or 

the owner’s reasonable efforts to sell have been 

unsuccessful.

Temporarily extends the 1984 exclusion of retroactive Title II and Title XVI benefits from 6 months to 

9 months (the longer exclusion applies to benefits 

paid in fiscal years 1988 and 1989).

1988 (Public Law 100-707, enacted November 23). 

Removes the time limit for exclusion of disaster 

assistance.

2004 (Public Law 108-203, enacted March 2). Increases 

to 9 months and makes uniform the time period for 

excluding from resources amounts attributable to 

payments of past-due Social Security and SSI benefits and earned income and child tax credits. Effective 

for such payments received on or after the date of 

enactment.

2005 Regulations permit exclusion of, regardless of 

value,

• One automobile if used for transportation for the 

beneficiary or a member of the beneficiary’s 

household and

• Personal goods and household effects.

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.

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. Individuals not required to file for 

such benefits.

Payments received as state or local government relocation assistance excluded for a 9-month period. 
Annual Statistical Supplement, 2008 ♦ 33

(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.

2004 (Public Law 108-203, enacted March 2). Excludes 

grants, scholarships, fellowships, or gifts to be used 

for tuition or educational fees from an individual’s 

countable resources for 9 months after the month of 

receipt.

2008 (Public Law 110-185, enacted February 13). A 

rebate payment received under the Economic Stimulus Act of 2008, and any other credit or refund under 

section 6428 of the Internal Revenue Code, would 

not be included as a resource during the month of 

receipt or the 2 following months.

Transfer-of-Assets Penalties

1980 (Public Law 96-611, enacted December 28). Assets 

transferred for less than fair market value for the purpose of establishing eligibility for benefits under the 

Social Security Act are counted as resources for 

24 months after transfer.

1988 (Public Law 100-360, enacted July 1). Removes 

the transfer-of-assets penalty for transfers made 

July 1, 1988, or later.

1999 (Public Law 106-169, enacted December 14). Provides a penalty under the SSI program for the disposal of resources at less than fair market value. The 

penalty is a loss of benefits for up to 36 months. A 

formula is provided to determine the number of 

months.

Presumptive and Emergency Payments

and Interim Assistance Reimbursement

Presumptive Payments

1972 (Public Law 92-603, enacted October 30). A person 

applying on the basis of disability who meets all other 

criteria of eligibility, and is likely to be disabled, may 

receive payments for 3 months pending the disability 

determination.

1976 (Public Law 94-569, enacted October 20). Presumptive payment provision was extended to persons applying on the basis of blindness.

1990 (Public Law 101-508, enacted November 5). 

Extends the period for receipt of payments to 

6 months.

Emergency Advance Payments

1972 (Public Law 92-603, enacted October 30). Any 

applicant who can be presumed to meet the criteria 

of eligibility, but has not yet been determined eligible, 

and who is faced with a financial emergency may 

receive an immediate cash advance of up to $100.

1987 (Public Law 100-203, enacted December 22). 

Increases the maximum emergency advance payment amount to the maximum amount of the regular 

federal SSI monthly benefit rate plus, if any, the federally administered state supplementary payment.

1996 (Public Law 104-193, enacted August 22). Applicants who have a financial emergency may receive 

an emergency advance payment in the month of 

application, which, effective with this law, is always 

before the first month of eligibility. These advance 

payments are recouped by proportional reductions in 

the recipient’s first 6 months of SSI benefits.
34 ♦ Annual Statistical Supplement, 2008

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.

Medicaid Eligibility

1972 (Public Law 92-603, enacted October 30). States 

can provide Medicaid coverage to all recipients of 

SSI payments. Alternatively, they can limit coverage 

by applying more restrictive criteria from the state 

Medicaid plan in effect on January 1, 1972.

States can accept SSA determination of eligibility or 

make their own determination.

1976 (Public Law 94-566, enacted October 20). Preserves the Medicaid eligibility of recipients who 

become ineligible for cash SSI payments due to the 

cost-of-living increases in Social Security benefits.

1980 (Public Law 96-265, enacted June 9). Blind or disabled recipients under age 65 no longer eligible for 

either regular or special SSI payments because of 

their earnings may retain SSI recipient status for 

Medicaid eligibility purposes under the following conditions: (1) they continue to have the disabling 

impairment, (2) they meet all nondisability eligibility 

criteria except for earned income, (3) they would be 

seriously inhibited from continuing employment without Medicaid services, and (4) their earnings are 

insufficient to provide a reasonable equivalent of SSI 

payments and Medicaid.

In states that do not provide Medicaid coverage categorically to all SSI recipients, qualification for Medicaid benefits depends on the state’s specific eligibility 

and program requirements.

The Medicaid provision of the 1980 legislation was in 

effect from January 1, 1981, through December 31, 

1983. Under a 1-year demonstration project, beginning January 1, 1984, this provision was continued 

for persons already eligible for regular or special SSI 

payments or for retention of Medicaid eligibility.

1984 (Public Law 98-460, enacted October 9). Medicaid 

provision of 1980 legislation extended through 

June 30, 1987 (retroactive to January 1, 1984).

1986 (Public Law 99-272, enacted April 7). Restores 

Medicaid eligibility for some disabled widow(er)s who 

became ineligible for SSI when their Title II benefits 

increased in 1984 because of a change in the Social 

Security disabled widow(er)s benefits reduction factor.

1986 (Public Law 99-643, enacted November 10). The 

SSI recipient status for Medicaid eligibility provision 

of the 1980 amendments is made permanent.

Effective July 1, 1987, certain expenses are 

excluded from earnings when determining sufficiency 

of earnings to establish SSI recipient status eligibility 

for Medicaid purposes:

• Impairment-related work expenses of disabled 

persons,

• Work expenses of blind persons,

• Income required for achieving an approved selfsupport plan, and

• The value of publicly funded attendant care services.

Effective July 1, 1987, preserves the Medicaid eligibility of recipients who become ineligible for SSI payments because of entitlement to, or an increase in, 

Social Security disabled adult child benefits on or 

after the effective date.

Effective July 1, 1987, requires all states to provide 

Medicaid coverage for recipients in special SSI status (either receiving special SSI payments or in the 

special recipient status described for 1980) if they 

received Medicaid coverage the month before special SSI status.

1987 (Public Law 100-203, enacted December 22). 

Effective July 1, 1988, restores or preserves the 

Medicaid eligibility of persons aged 60 or older who 

are eligible for Social Security benefits as widows or 

widowers (but not eligible for Medicare) and who 

become ineligible for SSI payments or state supplementation because of the receipt of old-age or survivors insurance benefits under Social Security.

1990 (Public Law 101-508, enacted November 5). Age 

limit for retention of SSI recipient status for Medicaid 

eligibility purposes (1980 and subsequent work 

incentive provisions, above) is eliminated.

Preserves the Medicaid eligibility of SSI recipients 

who become ineligible for payments when they 
Annual Statistical Supplement, 2008 ♦ 35

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.

2006 (Public Law 109-171, enacted February 8). Begins 

Medicaid coverage for children who are eligible for 

SSI effective the month the SSI application is filed or 

the first month of SSI eligibility, whichever is later. 

(Under prior law, Medicaid eligibility for such children 

began the month following the month of the SSI 

application or first eligibility.)

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 expenditures for Old-Age 

Assistance, Aid to the Blind, and Aid to the Permanently and Totally Disabled for calendar year 1972, is 

provided to states electing federal administration of 

their supplementary plans. This provision applies 

only to supplementary payments that do not, on the 

average, exceed a state’s “adjusted payment level.” 

(The adjusted payment level is the average of the 

payments that individuals with no other income 

received in January 1972; it may include the bonus 

value of food stamps. Adjustments are provided for 

payments that had been below state standards.)

1973 (Public Law 93-66, enacted July 9). Provides for 

mandatory state supplementation as assurance 

against reduction of income for persons who 

received state assistance in December 1973 and 

were transferred to SSI. These supplementary payments must equal the difference between (1) the 

amount of the state assistance payment that the individual received in December 1973 plus other income 

and (2) the individual’s federal SSI payment plus 

other income.

1976 (Public Law 94-585, enacted October 21). After 

June 30, 1977, when the federal SSI payment level is 

increased by a cost-of-living increase, such an 

increase will be excluded in calculating the “hold 

harmless” amount.

Requires states to maintain state supplementation 

payments at the level of December 1976 (“maintenance of payments”) or to continue to pay in supplements the same total annual amounts (“maintenance 

of expenditures”) when the federal SSI payment level 

is increased and thereby pass through any increases 

in federal benefits without reducing state supplements.

1982 (Public Law 97-248, enacted September 3). Begins 

a 3-year phase out of “hold harmless” protection. 

Effective with fiscal year 1985, Wisconsin and Hawaii 

(the only remaining “hold harmless” states) assumed 

the full cost of their supplementary payments.

1983 (Public Law 98-21, enacted April 20). Federal passthrough law is adjusted (1) by substituting the state 

supplementary payment levels in effect in 

March 1983 for those in effect in December 1976 as 

the levels that states must maintain in complying with 

the 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.
36 ♦ Annual Statistical Supplement, 2008

1999 (Public Law 106-170, enacted December 17). A 

state that 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.

1998 (Public Law 105-306, enacted October 28). Authorizes SSA to collect SSI overpayments by offsetting 

Social Security benefits, with a maximum monthly 

offset of no more than 10 percent of the Social Security benefit.

1999 (Public Law 106-169, enacted December 14). 

Makes representative payees liable for an SSI overpayment caused by a payment made to a recipient 

who has died, and requires SSA to establish an overpayment control record under the representative 

payee’s Social Security number.

Requires SSA to recover SSI overpayments from SSI 

lump-sum amounts by withholding at least 

50 percent of the lump-sum payment or the amount 

of the overpayment, whichever is less.

Extends all of the debt collection authorities currently 

available for the collection of overpayments under 

the OASDI program to the SSI program.

2001 (Public Law 107-16, enacted June 7). Subjects 

one-time tax refund payments provided under this 

Act to overpayment recovery under tax refund offset 

provisions.

2004 (Public Law 108-203, enacted March 2). Provides 

for recovery of overpayment of SSI benefits by withholding from OASDI and Special Veterans’ Benefits 

up to 100 percent of any underpayment of benefits 

and 10 percent of ongoing monthly benefits.

Also provides for recovery of overpayment of OASDI 

or Special Veterans’ Benefits by withholding from SSI 

up to 100 percent of any underpayment of benefits 

but limits any recovery from SSI benefits to the lesser 

of 100 percent of the monthly benefit or 10 percent of 

the individual’s total monthly income.

Effective with respect to overpayments that are outstanding at the time of enactment.

CONTACT: Judi Papas (410) 965-2816 or 

supplement@ssa.gov.
Annual Statistical Supplement, 2008 ♦ 37

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 (CMS) 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.1

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 aged 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 end-stage renal disease (ESRD), and certain 

otherwise noncovered aged persons who elect to pay a 

premium for Medicare coverage. Beginning in July 2001, 

persons with Amyotrophic Lateral Sclerosis (Lou Gehrig’s 

Disease) are allowed to waive the 24-month waiting 

period. This very broad description of Medicare eligibility 

is expanded in the next section.

Medicare originally consisted of two parts: Hospital 

Insurance (HI), also known as Part A, and Supplementary Medical Insurance (SMI), which in the past was also 

known simply as Part B. Part A helps pay for inpatient 

hospital, home health, skilled nursing facility, and hospice 

care. Part A is provided free of premiums to most eligible 

people; certain otherwise ineligible people may voluntarily pay a monthly premium for coverage. Part B helps 

pay for physician, outpatient hospital, home health, and 

other services. To be covered by Part B, all eligible people must pay a monthly premium.

A third part of Medicare, sometimes known as 

Part C, is the Medicare Advantage program, which was 

established as the Medicare+Choice program by the Balanced Budget Act (BBA) of 1997 (Public Law 105-33) 

and subsequently renamed and modified by the Medicare Prescription Drug, Improvement, and Modernization 

Act (MMA) of 2003 (Public Law 108-173). The Medicare 

Advantage program expands beneficiaries’ options for 

participation in private-sector health care plans.

The MMA also established a fourth part of Medicare, 

known as Part D, to help pay for prescription drugs not 

otherwise covered by Part A or Part B. Part D initially provided access to prescription drug discount cards, on a 

voluntary basis and at limited cost, to all enrollees (except 

those entitled to Medicaid drug coverage), and, for lowincome beneficiaries, transitional limited financial assistance for purchasing prescription drugs and a subsidized 

enrollment fee for the discount cards. This temporary plan 

began in mid-2004 and phased out during 2006. In 2006 

and later, Part D provides subsidized access to prescription drug insurance coverage on a voluntary basis, upon 

payment of premium, for all beneficiaries, with premium 

and cost-sharing subsidies for low-income enrollees.

Part D activities are handled within the SMI trust fund 

but in an account separate from Part B. It should thus be 

noted that the traditional treatment of “SMI” and “Part B” 

as synonymous is no longer accurate, since SMI now 

consists of Parts B and D. The purpose of the two separate accounts within the SMI trust fund is to ensure that 

funds from one part are not used to finance the other.

When Medicare began on July 1, 1966, approximately 19 million people enrolled. In 2008, almost 

45 million are enrolled in one or both of Parts A and B of 

the Medicare program, and over 9 million of them have 

chosen to participate in a Medicare Advantage plan.

Entitlement and Coverage

Part A is generally provided automatically and free of 

premiums to persons aged 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 Part A benefits. (As 

noted previously, the waiting period is waived for persons 

1. These summaries were prepared by Earl Dirk Hoffman Jr., 

Barbara S. Klees, and Catherine A. Curtis, Office of the Actuary, 

Centers for Medicare & Medicaid Services, 7500 Security Blvd., 

Baltimore, MD 21244. The authors wish to express their gratitude 

to Mary Onnis Waid, who originated these summaries and 

diligently prepared them for many years before her retirement.
38 ♦ Annual Statistical Supplement, 2008

with Lou Gehrig’s Disease. It should also be noted that, 

over the years, there have been certain liberalizations 

made to both the waiting period requirement and the limit 

on earnings allowed for entitlement to Medicare coverage 

based on disability.) Part A 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 

2007, Part A provided protection against the costs of 

hospital and specific other medical care to about 

44 million people (37 million aged and 7 million disabled 

enrollees). Part A benefit payments totaled $200.2 billion 

in 2007.

The following health care services are covered under 

Part A:

• Inpatient hospital care. Coverage includes costs of a 

semiprivate 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 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. Coverage is provided by Part A only if it follows within 30 days (generally) a hospitalization of 3 days or more and is 

certified as medically necessary. Covered services 

are similar to those for inpatient hospital care, and 

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 through 100. 

Part A does not cover nursing facility care if the 

patient does not require skilled nursing or skilled 

rehabilitation services.

• Home health agency (HHA) care (covered by Parts A 

and B). The Balanced Budget Act transferred from 

Part A to Part B those home health services furnished on or after January 1, 1998, that are unassociated with a hospital or SNF stay. Part A will 

continue to cover the first 100 visits following a 3-day 

hospital stay or a SNF stay; Part B covers any visits 

thereafter. Home health care under Parts A and B 

has no copayment and no deductible.

HHA care, including care provided by a home health 

aide, may be furnished part time by an HHA in the 

residence of a homebound beneficiary, if intermittent 

or part-time skilled nursing and/or certain other therapy or rehabilitation care is necessary. Certain medical supplies and durable medical equipment (DME) 

may also be provided, although beneficiaries must 

pay a 20 percent coinsurance for DME, as required 

under Part B of Medicare. There must be a plan of 

treatment and periodic review by a physician. Fulltime nursing care, food, blood, and drugs are not provided as HHA services.

• Hospice care. Coverage is provided for services 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 Part A 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 Part A 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 through 

90. If a beneficiary exhausts the 90 days of inpatient hospital care available in a benefit period, the beneficiary can 

elect to use days of Medicare coverage from a nonrenewable “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) aged 65 or 

older, and all disabled persons entitled to coverage under 

Part A, are eligible to enroll in Part B on a voluntary basis 

by payment of a monthly premium. Almost all persons 

entitled to Part A choose to enroll in Part B. In 2007, 

Part B provided protection against the costs of physician 

and other medical services to about 41 million people 

(35 million aged and 6 million disabled enrollees). Part B 

benefits totaled $176.4 billion in 2007.

Part B covers certain medical services and supplies, 

including the following:

• Physicians’ and surgeons’ services, including some 

covered services furnished by chiropractors, podiatrists, dentists, and optometrists;

• Services provided by Medicare-approved practitioners who are not physicians, including certified regis-
Annual Statistical Supplement, 2008 ♦ 39

tered nurse anesthetists, clinical psychologists, 

clinical social workers (other than in a hospital or 

SNF), physician assistants, and nurse practitioners 

and clinical nurse specialists in collaboration with a 

physician;

• Services in an emergency room, outpatient clinic,

or ambulatory surgical center, including same-day 

surgery;

• Home health care not covered under Part A;

• Laboratory tests, X-rays, and other diagnostic 

radiology services;

• Certain preventive care services and screening tests;

• 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 DME for home use, such as oxygen equipment and wheelchairs, prosthetic devices, and surgical dressings, splints, casts, and braces;

• Drugs and biologicals that are not usually selfadministered, such as hepatitis B vaccines and 

immunosuppressive drugs (certain self-administered 

anticancer drugs are covered);

• Certain services specific to people with diabetes;

• Ambulance services, when other methods of transportation are contraindicated; and

• Rural health clinic and federally qualified health center services, including some telemedicine services.

To be covered, all services must be either medically 

necessary or one of several prescribed preventive benefits. Part B services are generally subject to a deductible 

and coinsurance (see next section). Certain medical services and related care are subject to special payment 

rules, including deductibles (for blood), maximum 

approved amounts (for Medicare-approved physical, 

speech, or occupational therapy services performed in 

settings other than hospitals), and higher cost-sharing 

requirements (such as those for certain outpatient hospital services). The preceding description of Part B-covered services should be used only as a general guide, 

due to the wide range of services covered under Part B 

and the quite specific rules and regulations that apply.

Medicare Parts A and B, as described above, constitute the original fee-for-service Medicare program. Medicare Part C, also known as Medicare Advantage, is an 

alternative to traditional Medicare. Although all Medicare 

beneficiaries can receive their benefits through the traditional fee-for-service program, most beneficiaries 

enrolled in Parts A and B can choose to participate in a 

Medicare Advantage plan instead. Medicare Advantage 

plans are offered by private companies and organizations 

and are required to provide at least those services covered by Parts A and B, except hospice services. These 

plans may (and in certain situations must) provide extra 

benefits (such as vision or hearing) or reduce cost sharing or premiums. The primary Medicare Advantage plans 

are:

• Local coordinated care plans, including health maintenance organizations (HMOs), provider-sponsored 

organizations (PSOs), local preferred provider 

organizations (PPOs), and other certified coordinated care plans and entities that meet the standards 

set forth in the law. Generally, each plan has a network of participating providers. Enrollees may be 

required to use these providers or, alternatively, may 

be allowed to go outside the network but pay higher 

cost-sharing fees for doing so.

• Regional PPO (RPPO) plans, which began in 2006 

and offer coverage to one of 26 defined regions. Like 

local PPOs, RPPOs have networks of participating 

providers, and enrollees must use these providers or 

pay higher cost-sharing fees. However, RPPOs are 

required to provide beneficiary financial protection in 

the form of limits on out-of-pocket cost sharing, and 

there are specific provisions to encourage RPPO 

plans to participate in Medicare.

• Private fee-for-service plans, which for the most part 

do not have provider networks. Rather, members of a 

plan may go to any Medicare provider willing to 

accept the plan's payment.

• Special Needs Plans (SNPs), which are restricted to 

beneficiaries who are dually eligible for Medicare and 

Medicaid, live in long-term care institutions, or have 

certain severe and disabling conditions.

For individuals entitled to Part A or enrolled in Part B 

(except those entitled to Medicaid drug coverage), the 

new Part D initially provided access to prescription drug 

discount cards, at a cost of no more than $30 annually, 

on a voluntary basis. For low-income beneficiaries, 

Part D initially provided transitional financial assistance 

(of up to $600 per year) for purchasing prescription 

drugs, plus a subsidized enrollment fee for the discount 

cards. This temporary plan began in mid-2004 and 

phased out in 2006.
40 ♦ Annual Statistical Supplement, 2008

Beginning in 2006, Part D provides subsidized 

access to prescription drug insurance coverage on a voluntary basis, upon payment of a premium, to individuals 

entitled to Part A or enrolled in Part B, with premium and 

cost-sharing subsidies for low-income enrollees. Beneficiaries may enroll in either a stand-alone prescription 

drug plan (PDP) or an integrated Medicare Advantage 

plan that offers Part D coverage. Enrollment began in 

late 2005. In 2007, Part D provided protection against the 

costs of prescription drugs to about 31 million people. 

Part D benefits totaled $48.6 billion in 2007.

Part D coverage includes most FDA-approved prescription drugs and biologicals. (The specific drugs currently covered in Parts A and B remain covered there.) 

However, plans may set up formularies for their prescription drug coverage, subject to certain statutory standards. Part D coverage can consist of either standard 

coverage (defined later) or an alternative design that provides the same actuarial value. For an additional premium, plans may also offer supplemental coverage 

exceeding the value of basic coverage.

It should be noted that some health care services are 

not covered by any portion of Medicare. Noncovered services include long-term nursing care, custodial care, and 

certain other health care needs, such as dentures and 

dental care, eyeglasses, and hearing aids. These services are not a part of the Medicare program, unless they 

are a part of a private health plan under the Medicare 

Advantage program.

Program Financing, Beneficiary Liabilities, 

and Payments to Providers

All financial operations for Medicare are handled through 

two trust funds, one for Hospital Insurance (HI, Part A) 

and one for Supplementary Medical Insurance (SMI, 

Parts B and D). 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 trust fund is financed primarily through a mandatory payroll tax. Almost all employees and self-employed 

workers in the United States work in employment 

covered by Part A and pay taxes to support the cost of 

benefits for aged and disabled beneficiaries. The Part A 

tax rate is 1.45 percent of earnings, to be paid by each 

employee and a matching amount by the employer for 

each employee, and 2.90 percent for self-employed persons. Beginning in 1994, this tax is paid on all covered 

wages and self-employment income without limit. (Prior 

to 1994, the tax applied only up to a specified maximum 

amount of earnings.) The Part A tax rate is specified in 

the Social Security Act and cannot be changed without 

legislation.

Part A 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 Part A coverage to certain aged persons who retired when Part A 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 trust fund differs fundamentally from the HI 

trust fund with regard to the nature of its financing. As 

previously noted, SMI is now composed of two parts, 

Part B and Part D, each with its own separate account 

within the SMI trust fund. The nature of the financing for 

both parts of SMI is similar, in that both parts are primarily 

financed by contributions from the general fund of the 

U.S. Treasury and (to a much lesser degree) by beneficiary premiums.

For Part B, the contributions from the general fund of 

the U.S. Treasury are the largest source of income, since 

beneficiary premiums are generally set at a level that 

covers 25 percent of the average expenditures for aged 

beneficiaries. The standard Part B premium rate will be 

$96.40 per beneficiary per month in 2009. Although this 

will be the amount paid by most Part B beneficiaries, 

there are three provisions that can alter the premium rate 

for certain enrollees. First, penalties for late enrollment 

(that is, enrollment after an individual’s initial enrollment 

period) may apply, subject to certain statutory criteria. 

Second, beginning in 2007, beneficiaries whose income 

is above certain thresholds are required to pay an 

income-related monthly adjustment amount, in addition 

to their standard monthly premium. The 2009 Part B 

income-related monthly adjustment amounts and total 

monthly premium amounts to be paid by beneficiaries, 

according to income level and filing status, are shown in 

the following table. Finally, a “hold-harmless” provision, 

which prohibits increases in the standard Part B premium 

from exceeding the dollar amount of an individual’s 
Annual Statistical Supplement, 2008 ♦ 41

Social Security cost-of-living adjustment, lowers the premium rate for certain individuals who have their premiums deducted from their Social Security checks.

For Part D, as with Part B, general fund contributions 

account for the largest source of income, since Part D 

beneficiary premiums are to represent, on average, 

25.5 percent of the cost of standard coverage. The 

Part D base beneficiary premium for 2009 will be $30.36. 

The actual Part D premiums paid by individual beneficiaries equal the base beneficiary premium adjusted by a 

number of factors. Premiums vary significantly from one 

Part D plan to another and seldom equal the base beneficiary premium. As of this writing, it is estimated that the 

average enrollee premium for basic Part D coverage, 

which reflects the specific plan-by-plan premiums and the 

actual number of beneficiaries in each plan, will be about 

$28 in 2009. Penalties for late enrollment may apply. 

(Late enrollment penalties do not apply to enrollees who 

have maintained creditable prescription drug coverage.) 

Beneficiaries meeting certain low-income and limitedresources requirements pay substantially reduced premiums or no premiums at all (and are not subject to late 

enrollment penalties).

In addition to contributions from the general fund of 

the U.S. Treasury and beneficiary premiums, Part D also 

receives payments from the states. With the availability of 

prescription drug coverage and low-income subsidies 

under Part D, Medicaid is no longer the primary payer for 

prescription drugs for Medicaid beneficiaries who also 

have Medicare, and states are required to defray a portion of Part D expenditures for those beneficiaries.

During the Part D transitional period that began in 

mid-2004 and phased out during 2006, the general fund 

of the U.S. Treasury financed the transitional assistance 

benefit for low-income beneficiaries. Funds were transferred to, and paid from, a Transitional Assistance 

account within the SMI trust fund.

The SMI trust fund also receives income from interest earnings on its invested assets, as well as a small 

amount of miscellaneous income. It is important to note 

that beneficiary premiums and general fund payments for 

Parts B and D are redetermined annually and separately.

Payments to Medicare Advantage plans are financed 

from both the HI trust fund and the Part B account within 

the SMI trust fund in proportion to the relative weights of 

Part A and Part B 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 Parts A and B. 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 and various commercial health 

insurance companies.

For beneficiaries enrolled in Medicare Advantage 

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, in general, pay the monthly Part B premium. 

However, some Medicare Advantage plans may pay part 

or all of the Part B premium for their enrollees as an 

2009 Part B income-related monthly adjustment 

amounts and total monthly premium amounts to be 

paid by beneficiaries, by filing status and income 

level

Income

Income-related

monthly adjustment

(dollars)

Total monthly

premium

(dollars)

Beneficiaries who file individual tax returns

(single individuals, heads of households, qualifying widow(er)s

with dependent children, and married individuals who lived apart

from their spouse for the entire taxable year and file separately)

Less than or equal to $85,000 0 96.40

Greater than $85,000 and less than

or equal to $107,000 38.50 134.90

Greater than $107,000 and less than

or equal to $160,000 96.30 192.70

Greater than $160,000 and less than

or equal to $213,000 154.10 250.50

Greater than $213,000 211.90 308.30

Beneficiaries who file joint tax returns

Less than or equal to $170,000 0 96.40

Greater than $170,000 and less than

or equal to $214,000 38.50 134.90

Greater than $214,000 and less than

or equal to $320,000 96.30 192.70

Greater than $320,000 and less than

or equal to $426,000 154.10 250.50

Greater than $426,000 211.90 308.30

Beneficiaries who are married and lived with their spouse

at any time during the year but file separate tax returns

Less than or equal to $85,000 0 96.40

Greater than $85,000 and less than

or equal to $128000 154.10 250.50

Greater than $128,000 211.90 308.30
42 ♦ Annual Statistical Supplement, 2008

added benefit. Depending on the plan, enrollees may 

also pay an additional premium for certain extra benefits 

provided (or, in a small number of cases, for certain 

Medicare-covered services).

For hospital care covered under Part A, a beneficiary's fee-for-service payment share includes a one-time 

deductible amount at the beginning of each benefit 

period ($1,068 in 2009). 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 

($267 per day in 2009) are required through the 90th day 

of a benefit period. Each Part A 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 ($534 per 

day in 2009) are required.

For skilled nursing care covered under Part A, Medicare fully covers the first 20 days of SNF care in a benefit 

period. But for days 21 through 100, a copayment 

($133.50 per day in 2009) is required from the beneficiary. After 100 days per benefit period, Medicare pays 

nothing for SNF care. Home health care requires no 

deductible or coinsurance payment by the beneficiary. In 

any Part A service, the beneficiary is responsible for fees 

to cover the first 3 pints or units of nonreplaced blood per 

calendar year. The beneficiary has the option of paying 

the fee or of having the blood replaced.

There are no premiums for most people covered by 

Part A. Eligibility is generally earned through the work 

experience of the beneficiary or of the beneficiary's 

spouse. However, most aged people who are otherwise 

ineligible for premium-free Part A coverage can enroll 

voluntarily by paying a monthly premium, if they also 

enroll in Part B. For people with fewer than 30 quarters of 

coverage as defined by the Social Security Administration (SSA), the Part A monthly premium rate will be $443 

in 2009; for those with 30 to 39 quarters of coverage, the 

rate will be reduced to $244. Penalties for late enrollment 

may apply. Voluntary coverage upon payment of the 

Part A premium, with or without enrolling in Part B, is also 

available to disabled individuals for whom coverage has 

ceased because earnings are in excess of those allowed.

For Part B, the beneficiary’s payment share includes 

the following: one annual deductible ($135 in 2009), the 

monthly premiums, the coinsurance payments for Part B 

services (usually 20 percent of the remaining allowed 

charges with certain exceptions noted below), a deductible for blood, certain charges above the Medicareallowed charge (for claims not on assignment), and payment for any services not covered by Medicare. For outpatient mental health services, the beneficiary is currently 

liable for 50 percent of the approved charges, but this 

percentage is to phase down to 20 percent over the 

5-year period 2010–2014. For services reimbursed under 

the outpatient hospital prospective payment system, 

coinsurance percentages vary by service and currently 

fall in the range of 20 percent to 50 percent. For certain 

services, such as clinical lab tests, home health agency 

services, and some preventive care services, there are 

no deductibles or coinsurance.

For the standard Part D benefit design, there is an 

initial deductible ($295 in 2009). After meeting the 

deductible, the beneficiary pays 25 percent of the 

remaining costs, up to an initial coverage limit ($2,700 in 

2009). The beneficiary is then responsible for all costs 

until an out-of-pocket threshold is reached. (The 2009 

out-of-pocket threshold will be $4,350, which is equivalent to total covered drug costs of $6,153.75.) For costs 

thereafter, catastrophic coverage is provided, which 

requires enrollees to pay the greater of 5 percent coinsurance or a small defined copayment amount ($2.40 in 

2009 for generic or preferred multisource drugs and 

$6.00 in 2009 for other drugs). The benefit parameters 

are indexed annually to the growth in average per capita 

Part D costs. Beneficiaries meeting certain low-income 

and limited-resources requirements pay substantially 

reduced cost-sharing amounts. In determining out-ofpocket costs, only those amounts actually paid by the 

enrollee or another individual (and not reimbursed 

through insurance) are counted; the exception to this 

“true out-of-pocket” provision is cost-sharing assistance 

from the low-income subsidies provided under Part D 

and from State Pharmacy Assistance programs. Many 

Part D plans offer alternative coverage that differs from 

the standard coverage described above. In fact, the 

majority of beneficiaries are not enrolled in the standard 

benefit design but rather in plans with low or no deductibles, flat payments for covered drugs, and, in some 

cases, partial coverage in the coverage gap. The monthly 

premiums required for Part D coverage are described in 

the previous section.

Payments to Providers

For Part A, 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 the PPS for acute inpatient hospitals, each stay is categorized into a diagnosisrelated group (DRG). Each DRG has a specific predetermined amount associated with it, which serves as the 

basis for payment. A number of adjustments are applied 

to the DRG’s specific predetermined amount to calculate 

the payment for each stay. In some cases the payment 

the hospital receives is less than the hospital’s actual 

cost for providing Part A–covered inpatient hospital ser-
Annual Statistical Supplement, 2008 ♦ 43

vices 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 and other situations. Payments for skilled 

nursing care, home health care, inpatient rehabilitation 

hospital care, long-term care hospitals, and hospice are 

made under separate prospective payment systems. A 

new prospective payment system for inpatient psychiatric 

hospitals has been implemented and is in a transition 

period; most facilities have fully transitioned to the new 

system, but some will still, for a short time, be paid based 

on a blend of the old reasonable cost basis payment system and the new prospective payment system.

For Part B, 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 are 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). (In practice, most allowed charges are 

based on the fee schedule.) Payments for durable medical equipment (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 Part A.

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 beneficiaries in the original Medicare fee-for-service program 

may select their doctors, they can choose participating 

physicians.

Medicare Advantage plans and their precursors have 

generally been paid on a capitation basis, meaning that a 

fixed, predetermined amount per month per member is 

paid to the plan, without regard to the actual number and 

nature of services used by the members. The specific 

mechanisms to determine the payment amounts have 

changed over the years. In 2006, Medicare began paying 

capitated payment rates to plans based on a competitive 

bidding process.

For Part D, each month for each plan member, Medicare pays stand-alone prescription drug plans (PDPs) 

and the prescription drug portions of Medicare Advantage plans their risk-adjusted bid (net of estimated reinsurance), minus the enrollee premium. Plans also 

receive payments representing premiums and cost-sharing amounts for certain low-income beneficiaries for 

whom these items are reduced or waived. Under the reinsurance provision, plans receive payments for 80 percent 

of costs in the catastrophic coverage

category.

To help them gain experience with the Medicare population, Part D plans are protected by a system of “risk 

corridors” that allow Medicare to assist with unexpected 

costs and to share in unexpected savings. The risk corridors became less protective after 2007.

Under Part D, Medicare provides certain subsidies to 

employer and union PDPs that continue to offer coverage 

to Medicare retirees and meet specific criteria in doing 

so.

Claims Processing

Medicare’s Part A and Part B fee-for-service claims are 

processed by nongovernment organizations or agencies 

that contract to serve as the fiscal agent between 

providers and the federal government. These claims 

processors are known as intermediaries and carriers. 

They apply the Medicare coverage rules to determine the 

appropriateness of claims.

Medicare intermediaries process Part A claims for 

institutional services, including inpatient hospital claims, 

SNFs, HHAs, and hospice services. They also process 

outpatient hospital claims for Part B. Examples of intermediaries are Blue Cross and Blue Shield (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, and

• Assisting both providers and beneficiaries as 

needed.

Medicare carriers handle Part B claims for services 

by physicians and medical suppliers. Examples of 
44 ♦ Annual Statistical Supplement, 2008

carriers are the Blue Shield 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, 

and

• Making payments to physicians and suppliers for services that are covered under Part B.

Claims for services provided by Medicare Advantage 

plans (that is, claims under Part C) are processed by the 

plans themselves.

Part D plans are responsible for processing their 

claims, akin to Part C. However, because of the “true outof-pocket” provision discussed previously, the Centers for 

Medicare & Medicaid Services (CMS) has contracted the 

services of a facilitator, who works with CMS, Part D drug 

plans (stand-alone PDPs and the prescription drug portions of Medicare Advantage plans), and carriers of supplemental drug coverage to coordinate benefit payments 

and track the sources of cost-sharing payments. Claims 

under Part D also have to be submitted by the plans to 

CMS, so that certain payments based on actual experience (such as payments for low-income cost-sharing and 

premium subsidies, reinsurance, and risk corridors) can 

be determined.

Because of its size and complexity, Medicare is vulnerable to improper payments, ranging from inadvertent 

errors to outright fraud and abuse. Although providers 

are responsible for submitting accurate claims, and intermediaries and carriers are responsible for ensuring that 

only such claims are paid, there are additional groups 

whose duties include the prevention, reduction, and 

recovery of improper payments.

Quality improvement organizations (QIOs; formerly 

called peer review organizations, or PROs) are groups of 

practicing health care professionals who are paid by the 

federal government to improve the effectiveness, efficiency, economy, and quality of services delivered to 

Medicare beneficiaries. One function of QIOs is to ensure 

that Medicare pays only for services and goods that are 

reasonable and necessary and that are provided in the 

most appropriate setting.

The ongoing effort to address improper payments 

intensified after enactment of the Health Insurance Portability and Accountability Act (HIPAA) of 1996 (Public Law 

104-191), which created the Medicare Integrity 

Program (MIP). The MIP provides CMS with dedicated 

funds to identify and combat improper payments, including those caused by fraud and abuse, and, for the first 

time, allows CMS to award contracts competitively with 

entities other than carriers and intermediaries to conduct 

these activities. MIP funds are used for (1) audits of cost 

reports, which are financial documents that hospitals and 

other institutions are required to submit annually to CMS; 

(2) medical reviews of claims to determine whether services provided are medically reasonable and necessary; 

(3) determinations of whether Medicare or other insurance sources have primary responsibility for payment; 

(4) identification and investigation of potential fraud 

cases; and (5) education to inform providers about 

appropriate billing procedures. In addition to creating the 

MIP, HIPAA established a fund to provide resources for 

the Department of Justice—including the Federal Bureau 

of Investigation—and the Office of Inspector General 

(OIG) within the Department of Health and Human Services (HHS) to investigate and prosecute health care 

fraud and abuse. 

The Deficit Reduction Act (DRA) of 2005 (Public Law 

109-171) established and funded the Medicare-Medicaid 

Data Match Program, which is designed to identify 

improper billing and utilization patterns by matching 

Medicare and Medicaid claims information. As is the 

case under the MIP, CMS can contract with third parties. 

The funds also can be used (1) to coordinate actions by 

CMS, the states, the Attorney General, and the HHS OIG 

to prevent improper Medicaid and Medicare expenditures 

and (2) to increase the effectiveness and efficiency of 

both Medicare and Medicaid through cost avoidance, 

savings, and the recoupment of fraudulent, wasteful, or 

abusive expenditures. 

Administration

HHS has the overall responsibility for administration of 

the Medicare program. Within HHS, responsibility for 

administering Medicare rests with CMS. The Social 

Security Administration (SSA) assists, however, by initially determining an individual’s Medicare entitlement, by 

withholding Part B premiums from the Social Security 

benefit checks of most beneficiaries, and by maintaining 

Medicare data on the Master Beneficiary Record, which 

is SSA’s primary record of beneficiaries.

The MMA requires SSA to undertake a number of 

additional Medicare-related responsibilities, including 

making low-income subsidy determinations under Part D, 

notifying individuals of the availability of Part D subsidies, 

withholding Part D premiums from monthly Social Security cash benefits for beneficiaries who request such an 

arrangement, and, for 2007 and later, determining the 

individual’s Part B premium if the income-related monthly 

adjustment applies. The Internal Revenue Service (IRS) 
Annual Statistical Supplement, 2008 ♦ 45

in the Department of the Treasury collects the Part A payroll taxes from workers and their employers. IRS data, in 

the form of income tax returns, play a role in determining 

which Part D enrollees are eligible for low-income subsidies (and to what degree) and, for 2007 and later, which 

Part B enrollees are subject to the income-related 

monthly adjustment amount in their premiums (and to 

what degree).

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. Each year, around the first day of April, the Board 

of Trustees reports to Congress on the financial and actuarial status of the Medicare trust funds.

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 2007, Part A covered almost 44 million enrollees with benefit payments of 

$200.2 billion, Part B covered almost 41 million enrollees 

with benefit payments of $176.4 billion, and Part D covered almost 31 million enrollees with benefit payments of 

$48.6 billion. Administrative costs in 2007 were under 

1.4 percent, 1.4 percent, and 1.8 percent of expenditures 

for Part A, Part B, and Part D, respectively. Total expenditures for Medicare in 2007 were $431.5 billion.

Medicare: History of Provisions

This section is a summary of selected Medicare provisions, based on general interest. It should be used only 

as a broad overview of the history of the provisions of the 

Medicare program. This section does not render any 

legal, accounting, or other professional advice and is not 

intended to explain fully all the provisions and exclusions 

of the relevant laws, regulations, and rulings of the Medicare program. Original sources of authority should be 

researched and utilized.

Insured Status

Entitlement to Medicare Part A (also known as 

Hospital Insurance, or HI) 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 the age of 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 the age of 65 who has endstage 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 Part B program who is not otherwise entitled to HI benefits, 

upon voluntary participation with payment of HI 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 the age of 65 entitled to 

disability benefits for at least 24 months, not necessarily consecutive, under the Social Security or Railroad Retirement program.

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 on the basis 

of QC for earnings as federal employees or on the 

basis of deemed QC for earnings as federal 

employees before 1983.

1983. Employees of nonprofit organizations, effective 

January 1, 1984.
46 ♦ Annual Statistical Supplement, 2008

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

and hired after March 31, 1986.

1987. Second waiting period eliminated if a former disabled beneficiary becomes entitled again (no time 

limit).

1989. Disabled individuals under the age of 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 Supplementary Medical Insurance (SMI) Part B 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. 

The entitlement to Medicare begins with the first 

month of the Social Security Administration’s determination of eligibility for Disability Insurance benefits.

Entitlement to Medicare Part B (also known as 

Supplementary Medical Insurance Part B Account, or 

SMI Part B) 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 Part B premium.

1972. Individual under the age of 65 entitled to HI benefits, upon voluntary participation with payment of 

Part B premium.

Entitlement to Medicare Part D (also known as 

Supplementary Medical Insurance Part D Account, or 

SMI Part D) Benefits

2003. For temporary Medicare-endorsed prescription 

drug discount card program (as a prelude to the new 

Part D prescription drug program), individual entitled 

or enrolled under Part A or enrolled in Part B, except 

those enrolled in Medicaid and entitled to Medicaid 

outpatient drug coverage, upon voluntary participation with payment of up to $30 annual enrollment fee. 

Under a Transitional Assistance provision, a drug 

card-eligible beneficiary whose income does not 

exceed 135 percent of the federal poverty level and 

does not have third-party prescription drug coverage 

is entitled to further benefits. Enrollment begins in 

May 2004, access to discounts begins in June 2004, 

and program phases out as drug benefit becomes 

available in 2006 (see next entry).

Beginning January 1, 2006, individual entitled to benefits under Part A or enrolled under Part B, upon voluntary enrollment (including payment of Part D 

premium, if applicable) in either a stand-alone prescription drug plan (PDP) or an integrated Medicare 

Advantage plan that offers Part D coverage in its 

benefit package.

Medicare Benefits

Under Part A

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 November 1, 1983, to October 1, 1986.

1984. For durable medical equipment provided by home 

health agencies, the payment amount is reduced 

from 100 percent of costs to 80 percent of reasonable charges.

1986. Set the Part A deductible for 1987 at $520 with 

resulting increases in cost sharing. Increased the 

Part A deductible annually by the applicable percentage increase in the hospital prospective payment 

rates.

Hospice care benefit (enacted in 1982) made permanent.
Annual Statistical Supplement, 2008 ♦ 47

1987. Specifies in law that to be eligible for home health 

care, a Medicare beneficiary must have a restricted 

ability to leave the home, requiring the assistance of 

another or the aid of a supportive device (such as 

crutches, a cane, a wheelchair, or a walker).

1988. Enrollee pays annual hospital deductible (set at 

$560 for 1989) and Medicare pays balance of covered charges, regardless of the number of days of 

hospitalization (except for psychiatric hospital care, 

which is still limited by 190-day lifetime maximum).

The number of days in a skilled nursing facility 

changed to 150 per year. Deletes the requirement for 

a prior hospital stay of 3 or more consecutive days.

Expands home health care to provide care for less 

than 7 days per week and up to 38 consecutive days.

Hospice care extended beyond 210 days when beneficiary is certified as terminally ill.

All 1988 provisions became effective January 1, 

1989.

1989. The spell of illness and benefit period coverage of 

laws before 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 posthospital 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 are covered under SMI 

program. HI program affected mainly by two of the 

initiatives: (1) annual prostate cancer screening for 

male beneficiaries aged 50 or older, effective 

January 1, 2000, and (2) colorectal screening procedures, including fecal-occult blood tests and flexible 

sigmoidoscopies, for beneficiaries aged 50 or older, 

colonoscopy for beneficiaries at high risk for colorectal cancer, and other procedures, including screening 

barium enemas under certain circumstances.

2000. The homebound criterion for home health services 

is clarified to specify that beneficiaries who require 

home health services may attend adult day care for 

therapeutic, psychosocial, or medical treatment and 

still remain eligible for the home health benefit. 

Homebound beneficiaries may also attend religious 

services without being disqualified from receiving 

home health benefits.

Screening colonoscopies are covered for all beneficiaries, not just for 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.)

Under Part B

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 (DME) 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.
48 ♦ Annual Statistical Supplement, 2008

1967. Outpatient hospital diagnostic services transferred 

from HI. Includes physical therapy services in a facility. Purchase of durable medical equipment.

1972. Physical therapy services furnished by a therapist 

in his or her office or individual's home (calendar year 

limit of $100). Chiropractor services (limited to manual manipulation of the spine). Outpatient services 

include speech pathology services furnished in, or 

under arrangements with, a facility or agency. Services of a doctor of optometry in furnishing prosthetic 

lenses.

Beginning in 1973, the beneficiary pays a $60 

deductible.

1977. Services in rural health clinics.

1980. Home health services. Deductible applicable to 

home health services is eliminated, effective July 1, 

1981.

Facility costs of certain surgical procedures performed in freestanding ambulatory surgical centers.

Increase in annual limit for outpatient therapy from 

$100 to $500.

Recognizes comprehensive outpatient rehabilitation 

facilities as Medicare providers.

1981. Beginning in 1982, the beneficiary pays a $75 

deductible, with the carryover provision eliminated.

1984. Hepatitis B and pneumococcal vaccines and blood 

clotting factors and necessary supplies are included 

as Part B benefits. Debridement of mycotic toenails 

is limited.

For outpatient physical therapy services, includes 

services of a podiatrist. For outpatient ambulatory 

surgery, includes services of a dentist and podiatrist 

furnished in his or her office.

1986. Includes vision care services furnished by an 

optometrist.

For occupational therapy services, includes services 

furnished in a skilled nursing facility (when Part A 

coverage has been exhausted), in a clinic, rehabilitation agency, public health agency, or by an independently practicing therapist.

Includes outpatient (in addition to previously covered 

inpatient) immunosuppressive drugs for 1 year after 

covered transplant.

Includes occupational therapy services provided in 

certain delivery settings.

For ambulatory surgical procedures performed in 

ambulatory surgical centers, hospital outpatient 

departments, and certain physician offices, the 

Part B coinsurance and deductible are no longer 

waived.

1987. Increases the maximum payment for mental health 

services and includes outpatient mental health services provided by ambulatory hospital-based or 

hospital-affiliated programs under the supervision of 

a physician.

Services provided by clinical social workers when 

furnished by risk-sharing health maintenance organizations and competitive medical plans, physician 

assistants in rural health manpower shortage areas, 

clinical psychologists in rural health clinics and community mental health centers, and certified nurse 

midwives.

Coverage of outpatient immunosuppressive drugs 

(see 1986) is broadened and clarified to include prescription drugs used in immunosuppressive therapy.

Specifies in law that to be eligible for home health 

care, a Medicare beneficiary must have a restricted 

ability to leave the home, requiring the assistance of 

another or the aid of a supportive device (such as 

crutches, a cane, a wheelchair, or a walker).

1988. Beginning January 1, 1990, the beneficiary pays a 

$75 deductible and 20 percent coinsurance, but once 

out-of-pocket expenses for the deductible and coinsurance exceed $1,370, Medicare pays 100 percent 

of allowable charges for remainder of year.

Beginning in 1991, Medicare pays 50 percent of the 

cost of outpatient prescription drugs above $600. 

When fully implemented in 1993, Medicare will pay 

80 percent of prescription drug costs above a 

deductible that assumes that 16.8 percent of Part B 

enrollees will exceed the deductible.

Certain prescription drugs administered in an outpatient or home setting, including immunosuppressive 

drugs (previously covered for 1 year after a covered 

transplant), home intravenous drugs, and certain 

others, will be covered in 1990 under a new prescription drug provision.

1989. Provisions enacted in 1988 and to begin in 1990 

and 1991 are repealed, and benefits are restored to 

levels in effect before January 1, 1989.

Limits on mental health benefits eliminated in 1990. 

Coverage extended to services of clinical psychologists and social workers.

The annual payment limits of $500 per beneficiary for 

outpatient physical therapy services and outpatient 

occupational therapy services, each, are raised to 

$750 for 1990 and later. (See 1980.)

1990. Beginning in 1991, routine mammography screenings are covered.
Annual Statistical Supplement, 2008 ♦ 49

The Part B deductible is set at $100 in 1991 and subsequent years.

Beginning in 1992, physicians’ services are reimbursed on a fee-schedule basis.

1993. Includes coverage of oral, self-administered 

anticancer drugs.

Lengthens the coverage period for immunosuppressive drugs after a transplant to 18 months in 

1995, 24 months in 1996, 30 months in 1997, and 

36 months thereafter. (See 1986.)

The annual payment limits of $750 per beneficiary for 

outpatient physical therapy services and outpatient 

occupational therapy services, each, are raised to 

$900 for 1994 and later. (See 1989.)

1997. Home health services not associated with a hospital or skilled nursing facility stay for individuals 

enrolled in both HI and SMI are transferred from the 

HI program to the SMI program, effective January 

1998. The HI program will continue to cover the first 

100 visits following a hospital stay of at least 3 consecutive days or a skilled nursing facility stay. The 

cost to the SMI trust fund of the transferred services 

will phase in over a 6-year period, while the cost of 

the home health services will phase into the SMI premium over 7 years.

Coverage provided for a number of prevention initiatives, including (1) annual screening mammograms 

for female beneficiaries aged 40 or older, with SMI 

deductible waived; (2) screening pap smear and pelvic exam (including clinical breast exam) every 

3 years or annually for beneficiaries at higher risk, 

with SMI deductible waived; (3) annual prostate cancer screening for male beneficiaries aged 50 or older, 

effective January 1, 2000; (4) colorectal screening 

procedures, including fecal occult blood tests and 

flexible sigmoidoscopies, for beneficiaries aged 50 or 

older, colonoscopy for beneficiaries at high risk for 

colorectal cancer, and other procedures, including 

screening barium enemas under certain circumstances; (5) diabetes outpatient self-management 

training in nonhospital-based programs (previously 

covered in hospital-based programs only) and blood 

glucose monitors and testing strips for all diabetics 

(previously provided for insulin-dependent diabetics 

only), effective July 1, 1998; (6) procedures to identify bone mass, detect bone loss, or determine bone 

quality for certain qualified beneficiaries, at frequencies determined by the secretary of Health and 

Human Services, 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 Health and Human Services 

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 fewer 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 therapy services and outpatient occupational therapy services, each, for services furnished by independent practitioners (that is, 

not by a hospital outpatient department) are suspended for 2000 and 2001. (See 1997.)

2000. Coverage for screening pap smears and pelvic 

exams (including a clinical breast exam) is provided 

every 2 years (increased from every 3 years) beginning July 1, 2001. (Annual coverage continues for 

beneficiaries at higher risk, and SMI deductible continues to be waived.) (See 1997.)

Annual coverage of glaucoma screenings is provided 

for certain high-risk beneficiaries, effective 

January 1, 2002.

Screening colonoscopies are covered for all beneficiaries, not just for those at high risk, beginning 

July 1, 2001. For persons not at high risk, a screening colonoscopy is covered 10 years after a previous 

one, or 4 years after a screening flexible sigmoidoscopy. (See 1997.)

Coverage is provided for medical nutrition therapy 

services under certain circumstances for beneficiaries who have diabetes or a renal disease, effective 

January 1, 2002.

The amount of a beneficiary’s copayment for a procedure in a hospital outpatient department is limited, 

beginning April 1, 2001, to the hospital inpatient 

deductible applicable for that year. Also, the secretary of Health and Human Services 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.
50 ♦ Annual Statistical Supplement, 2008

Time and budget limitations are removed on the coverage of immunosuppressive drugs, making coverage of these drugs a permanent benefit for 

beneficiaries who have received a covered organ 

transplant. (See 1999.)

The annual payment limits of $1,500 per beneficiary 

for outpatient physical therapy services and outpatient occupational therapy services, each, for services provided by independent practitioners (that is, 

not by a hospital outpatient department), which were 

suspended for 2000 and 2001, are also suspended 

for 2002. (See 1999.)

The homebound criterion for home health services is 

clarified to specify that beneficiaries who require 

home health services may attend adult day care for 

therapeutic, psychosocial, or medical treatment and 

still remain eligible for the home health benefit. 

Homebound beneficiaries may also attend religious 

services without being disqualified from receiving 

home health benefits.

2003. The Part B deductible remains at $100 through 

2004 and increases to $110 in 2005. Beginning in 

2006, it will be increased each year by the annual 

percentage increase in the Part B aged actuarial 

rate.

A one-time, initial preventive physical exam is covered within 6 months of a beneficiary’s first coverage 

under Part B, beginning January 1, 2005, for beneficiaries whose Part B coverage begins on or after that 

date.

Certain screening blood tests are covered for the 

early detection of cardiovascular disease and abnormalities associated with elevated risk for such disease, including certain tests for cholesterol and other 

lipid or triglyceride levels, effective January 1, 2005, 

under frequency standards to be established (but not 

to exceed once every 2 years).

Diabetes screening tests, including a fasting plasma 

glucose test and other such tests determined appropriate by the secretary of Health and Human Services, are covered for beneficiaries at risk for 

diabetes, beginning January 1, 2005, under frequency standards to be established (but not to 

exceed two times per year).

2005. The colorectal screening benefit (see 1997 and 

2000) is exempt from the Part B deductible, effective 

January 2007.

Exceptions to the financial limits on therapy services 

not provided by a hospital outpatient department are 

allowed for services furnished in 2006, if such services are determined to be medically necessary. 

(See 1997, 1999, and 2000.)

2006. Exceptions to the financial limits on non-hospital 

therapy services when deemed medically appropriate are extended through December 31, 2007. (See 

2005.)

2007. Exceptions to the financial limits on non-hospital 

therapy services when deemed medically appropriate are extended through July 1, 2008. (See 2005 

and 2006).

2008. For outpatient mental health services, the percentage of approved charges for which the beneficiary is 

liable phases down from 50 percent to 20 percent, 

over the 5-year period 2010–2014.

For the one-time, initial preventive examination (see 

2003), the Part B deductible is waived, the eligibility 

period is extended from 6 months to 1 year after 

enrollment in Part B, measurement of body mass 

index is covered, and, upon agreement with the beneficiary, end-of-life planning is covered. Effective 

January 1, 2009.

Exceptions to the financial limits on non-hospital therapy services when deemed medically appropriate 

are extended through December 31, 2009. (See 

2005, 2006, and 2007.)

Under Parts A and B

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 on the basis of end-stage 

renal disease (ESRD) for up to 12 months.

1982. For workers and their spouses aged 65 to 69, 

Medicare is the secondary payer when benefits are 

provided under an employer-based group health plan 

(applicable to employers with 20 or more employees 

who sponsor or contribute to the group plan).

Health maintenance organizations (HMOs) will be 

authorized as providers of benefits. The secretary of 

Health and Human Services must certify the prospective payment mechanism for HMOs before 

implementation.

1984. Medicare secondary-payer provisions are 

extended to spouses aged 65 to 69 of workers under 

the age of 65 whose employer-based group health 

plan covers such spouses.

For HMOs, includes medical and other health services furnished by clinical psychologists.

1985. Provides payment for liver transplant services.
Annual Statistical Supplement, 2008 ♦ 51

1986. Extends the working-age, secondary-payer provision to cover workers and their spouses beyond 

age 69.

For HMOs that offered organ transplants as a basic 

health service on April 15, 1985, such services may 

be offered from October 1, 1985, through April 1, 

1988.

For disabled individuals who are covered by 

employer-based health plans (with at least 

100 employees), Medicare is the secondary payer, 

effective for the period from 1987 to 1991.

1987. Requires HMOs and 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 to be eligible for home health 

care, a Medicare beneficiary must have a restricted 

ability to leave the home, requiring the assistance of 

another or the aid of a supportive device (such as 

crutches, a cane, a wheelchair, or a walker).

Clarifies that the secondary-payer provision for disabled individuals covered under employer-based 

health plans for employers with at least 500 

employees applies to employers who are government entities.

1990. Requires that Medicare be the secondary payer to 

employer-based group health plans for beneficiaries 

entitled to Medicare solely on the basis of ESRD for 

up to 18 months (extended from 12 months), effective February 1, 1991, to January 1, 1996.

The secondary-payer provision for disabled beneficiaries covered under large employer plans (see 

1986) is effective through September 30, 1995.

1993. The secondary-payer provision for disabled beneficiaries covered under large employer plans is effective through September 30, 1998.

The secondary-payer provision for beneficiaries with 

ESRD applies to all beneficiaries with end-stage 

renal disease, not only those entitled to Medicare 

solely on the basis of ESRD. The extension to 

include the first 18 months of an individual's entitlement on the basis of ESRD is effective through 

September 30, 1998.

1996. The Medicare Integrity Program (MIP) is created, 

providing dedicated funds to identify and combat 

improper payments, including those caused by fraud 

and abuse, and, for the first time, allowing for contracts to be awarded competitively to entities other 

than carriers and intermediaries to conduct these 

activities. 

1997. Established an expanded set of options for the 

delivery of health care under Medicare, referred to as 

Medicare+Choice (and also known as “Medicare 

Part C”). All Medicare beneficiaries can receive their 

Medicare benefits through the original fee-for-service 

program. In addition, most beneficiaries can choose 

instead to receive their Medicare benefits through 

one of the following Medicare+Choice plans: 

(1) coordinated care plans (such as HMOs, providersponsored organizations, and preferred provider 

organizations), (2) Medical Savings Account (MSA)/

High Deductible plans (through a demonstration 

available for up to 390,000 beneficiaries), or 

(3) private fee-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. (See also HMO provision of 1982.)

The provision making Medicare the secondary payer 

for disabled beneficiaries covered under large 

employer plans, previously scheduled to expire 

September 30, 1998, made permanent.

The provision making Medicare the secondary payer 

for the first 12 months of entitlement because of 

ESRD, which had been extended on a temporary 

basis (through September 30, 1998) to include the 

first 18 months of entitlement, has been extended, 

permanently, to include the first 30 months of entitlement on the basis of ESRD.

2003. Medicare+Choice is renamed Medicare Advantage. (It is still sometimes referred to as “Medicare 

Part C.”) As before, beneficiaries enrolled in both 

Part A and Part B can receive their Medicare benefits 

through the original fee-for-service program; most 

can opt instead to use a Medicare Advantage plan in 

their area. Medicare Advantage plans include 

(1) Medicare Managed Care plans (like HMOs), 

(2) Medicare Preferred Provider Organization 

plans (PPOs), (3) Private Fee-for-Service plans, and 

(4) Medicare Specialty plans (available in some 

areas to provide Medicare benefits for certain people 

with special needs, such as beneficiaries in institutions). Beginning in 2006, Medicare Advantage plan 

choices will be expanded to include regional PPOs. 

Participating regional PPOs will be required to serve 

an entire region (10 to 50 regions are to be established), and there are provisions to encourage plan 

participation. Regional PPOs must have a single 

deductible for benefits under Parts A and B, and they 

must include catastrophic limits for out-of-pocket 
52 ♦ Annual Statistical Supplement, 2008

expenditures. Beginning in 2006, the adjusted community rate (ACR) process for determining plan payments is replaced by a competitive bidding process. 

(Historical reference points to this item include the 

Medicare+Choice provision of 1997 and the HMO 

provision of 1982, both of which are displayed in this 

section.)

2007. Group health plans are required to provide information identifying situations in which the plan is, or 

has been, primary to Medicare, effective 

January 2009. Effective June 2009, liability insurance, no-fault insurance, and workers' compensation 

plans must submit specific information to enable 

appropriate determinations concerning coordination 

of benefits and any applicable recovery claims. 

Under Part D

2003. Under temporary Medicare-endorsed prescription 

drug discount card program, for eligible beneficiaries 

voluntarily enrolling and paying up to $30 annually, 

discounts on certain prescription drugs, as specified 

by card sponsors. Under Transitional Assistance (TA) 

provision, eligible beneficiaries whose incomes do 

not exceed 135 percent of the federal poverty level 

and do not have third-party prescription drug coverage are eligible for (1) financial assistance of up to 

$600 per year for purchasing prescription drugs and 

(2) a subsidized enrollment fee under the temporary 

Medicare-endorsed prescription drug discount card 

program. Enrollment begins in May 2004, access to 

discounts begins in June 2004, and program phases 

out as drug benefit becomes available in 2006 (see 

next entry).

Beginning January 1, 2006, upon voluntary enrollment in either a stand-alone prescription drug plan 

(PDP) or an integrated Medicare Advantage plan that 

offers Part D coverage in its benefit, subsidized prescription drug coverage. Most FDA-approved drugs 

and biologicals are covered. However, plans may set 

up formularies for their drug coverage, subject to certain statutory standards. (Drugs currently covered in 

Parts A and B remain covered there.) Part D coverage can consist of either standard coverage or an 

alternative design that provides the same actuarial 

value. (For an additional premium, plans may also 

offer supplemental coverage exceeding the value of 

basic coverage.) Standard Part D coverage is 

defined for 2006 as having a $250 deductible, with 

25 percent coinsurance (or other actuarially equivalent amounts) for drug costs above the deductible 

and below the initial coverage limit of $2,250. The 

beneficiary is then responsible for all costs until the 

$3,600 out-of-pocket limit (which is equivalent to total 

drug costs of $5,100) is reached. For higher costs, 

there is catastrophic coverage; it requires enrollees 

to pay the greater of 5 percent coinsurance or a 

small copay ($2 for generic or preferred multisource 

brand and $5 for other drugs). After 2006, these benefit parameters are indexed to the growth in per capita Part D spending (see Table 2.C1). In determining 

out-of-pocket costs, only those amounts actually paid 

by the enrollee or another individual (and not reimbursed through insurance) are counted; the exception is cost-sharing assistance from Medicare’s lowincome subsidies (certain beneficiaries with low 

incomes and modest assets will be eligible for certain 

subsidies that eliminate or reduce their Part D premiums, cost-sharing, or both) and from State Pharmacy 

Assistance Programs. A beneficiary premium, representing 25.5 percent of the cost of basic coverage on 

average, is required (except for certain low-income 

beneficiaries, as previously mentioned, who may pay 

a reduced or no premium). For PDPs and the drug 

portion of Medicare Advantage plans, the premium 

will be determined by a bid process; each plan’s premium will be 25.5 percent of the national weighted 

average plus or minus the difference between the 

plan’s bid and the average. To help them gain experience with the Medicare population, plans will be protected by a system of risk corridors, which allow 

Part D to assist with unexpected costs and to share 

in unexpected savings; after 2007, the risk corridors 

became less protective. To encourage employer and 

union plans to continue prescription drug coverage to 

Medicare retirees, subsidies to these plans are 

authorized; the plan must meet or exceed the value 

of standard Part D coverage, and the subsidy pays 

28 percent of the allowable costs associated with 

enrollee prescription drug costs between a specified 

cost threshold ($250 in 2006, indexed thereafter) and 

a specified cost limit ($5,000 in 2006, indexed thereafter).

2008. Part D plans are required to include two classes of 

drugs in their formularies: (1) benzodiazepines and 

(2) for the treatment of epilepsy, cancer, or chronic 

mental disorder, barbiturates. Effective January 1, 

2013.

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).
Annual Statistical Supplement, 2008 ♦ 53

For the Part B program, an amount equal to participant premiums.

1972. For cost of Part B not met by enrollee premiums.

1982. For HI costs attributable to beneficiaries having 

transitional entitlement based on Medicare-qualified 

federal employment.

1983. For HI taxes on noncontributory wage credits 

granted for military service (a) from the inception of 

HI program through 1983 and (b) on a current basis, 

annually, beginning in 1984 (see Table 2.A2).

2002. Eliminated for HI taxes on noncontributory wage 

credits granted for military service on a current basis, 

for all years after calendar year 2001 (see 

Table 2.A2).

2003. For Part D costs not met by enrollee premiums or 

otherwise, beginning in January 2006. (That is, transfers from general revenues [plus smaller income 

sources, particularly the payments from states 

described below] will pay for (1) the 74.5 percent 

subsidy to PDPs and the prescription drug portion of 

Medicare Advantage plans [which remains after 

enrollee premiums of 25.5 percent, on average], in 

the form of a direct subsidy and reinsurance, and 

(2) for other Part D costs, such as low-income subsidies and subsidies to employers who provide qualifying drug coverage to their Medicare-eligible retirees.)

Beginning January 2007, for Part B beneficiaries 

meeting certain income thresholds and thus paying 

income-related adjustment amounts in addition to 

their standard Part B premiums (see “Medicare 

Financing, Participant Premiums, 2003”), the per 

capita general revenue appropriations to Part B (see 

1965 and 1972) are supposed to be reduced accordingly.

Participant Premiums

See Table 2.C1.

1965. Part B enrollee premium rate (originally $3 per 

month) to be established annually such that it will pay 

one-half of program costs.

1972. Part B 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. Part B enrollee premiums for July 1983 to 

December 31, 1983, frozen at premium level of 

June 30, 1983. Premiums for January 1, 1984, to 

December 31, 1985, set to cover 25 percent of aged 

program costs.

1984. Part B enrollee premiums for January 1, 1986, to 

December 31, 1987, will be set to cover 25 percent 

of aged program costs. Increases in the Part B premium may not exceed the dollar amount of the Social 

Security cost-of-living adjustment.

For calculating the amount of Part B premium surcharge for individuals aged 65–70 not previously 

enrolled in Part B, 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 Part B premiums be set to cover 

25 percent of aged program costs and that increases 

in the Part B premium may not exceed the dollar 

amount of the Social Security cost-of-living adjustment.

Premium-paying individuals who do not purchase 

Part A coverage within a specific time after becoming 

eligible because of age are subject to a 10 percent 

penalty for each 12 months they are late in enrolling. 

There is a cutoff on the length of time these individuals will have to pay an enrollment penalty. The 

10 percent premium penalty would be limited to twice 

the number of years enrollment was delayed. Therefore, if enrollment was 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 Part B 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 Part B premium may not exceed 

the dollar amount of the Social Security cost-of-living 

adjustments for 1989 and beyond.

1989. Extends through calendar year 1990 the requirement that Part B premiums be set to cover 

25 percent of aged program costs.

1990. The Part B premium is set at $29.90 in 1991, 

$31.80 in 1992, $36.60 in 1993, $41.10 in 1994, and 

$46.10 in 1995.

1993. Part B enrollee premiums for January 1, 1996, to 

December 31, 1998, will be set to cover 25 percent 

of aged program costs.

1997. The Part B premium is permanently set at 

25 percent of program costs.

2003. Beginning January 2007, the Part B premium is 

increased for beneficiaries meeting certain income 

thresholds. (Beneficiaries with modified adjusted 
54 ♦ Annual Statistical Supplement, 2008

gross incomes under $80,000 will continue to pay 

premiums that are 25 percent of twice the actuarial 

rate. Actuarial rate is defined as one-half of the 

Part B expected monthly cost per enrollee. For beneficiaries with incomes greater than $80,000 and less 

than or equal to $100,000, the applicable percentage 

is 35 percent; for those with incomes greater than 

$100,000 and less than or equal to $150,000, the 

percentage is 50 percent; for incomes greater than 

$150,000 and less than or equal to $200,000, the 

percentage is 65 percent; and for incomes greater 

than $200,000, the percentage is 80 percent. For 

married couples who file joint tax returns, the income 

thresholds are doubled. For beneficiaries who are 

married and lived with their spouses at any time during the taxable year but who file separate tax returns 

from their spouses, with incomes greater than 

$80,000 and less than or equal to $120,000, the percentage is 65 percent; with incomes greater than 

$120,000, the percentage is 80 percent. These 

thresholds are to be updated each calendar year by 

the consumer price index (CPI). There is a 5-year 

adjustment period for this provision as well; that is, 

the amount of premium above 25 percent of twice the 

actuarial rate is phased in—at 20, 40, 60, 80, and 

100 percent for 2007 to 2011 and later, respectively.

For military retirees, their spouses (including eligible 

divorced spouses and widows and widowers), and 

dependent children, who enroll(ed) in Part B during 

the period from 2001 to 2004, the late enrollment 

penalty imposed on beneficiaries who do not enroll in 

Part B upon becoming eligible for Medicare is waived 

for premium payments for January 2004 and later. 

(Also, a special enrollment period for these beneficiaries is to begin as soon as possible and end 

December 31, 2004.)

For Part D, beginning in January 2006, a beneficiary 

premium, representing 25.5 percent of the cost of 

basic coverage on average, is required (except for 

certain low-income beneficiaries who may pay a 

reduced or no premium). For PDPs and the drug portion of Medicare Advantage plans, the premium will 

be determined by a bid process; each plan’s premium will be 25.5 percent of the national weighted 

average plus or minus the difference between the 

plan’s bid and the average. A late enrollment penalty 

will apply for certain beneficiaries who fail to enroll at 

the first opportunity and who do not maintain creditable coverage elsewhere (external prescription drug 

coverage, such as through a retiree group health 

plan that meets or exceeds the actuarial value of 

standard Part D coverage).

2005. The phase-in of the income-related Part B premium (see 2003) is shortened from 5 years to 

3 years, beginning January 1, 2007. (That is, the 

amount of premium above 25 percent of twice the 

actuarial rate is phased in at 1/3 for 2007, 2/3 for 

2008, and 3/3 for 2009 and later.)

For beneficiaries who are volunteering outside the 

United States through a 12-month or longer program 

sponsored by a tax-exempt organization and who 

have other health insurance, the late enrollment penalties imposed on beneficiaries who do not enroll in 

Part B upon becoming eligible for Medicare are 

waived, effective January 2007, and a special enrollment period for these beneficiaries is established.

2008. The policy waiving the late enrollment penalty for 

Part D enrollees who meet certain low-income and 

limited-resources requirements is codified into statute. (The policy was in effect through 2008 and the 

law is effective beginning January 1, 2009.)

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.

Payment from States

2003. Beginning in January 2006, with the availability of 

drug coverage and low-income subsidies under 

Part D, Medicaid will no longer be primary payer for 

full-benefit dual eligibles, and states are required to 

make payments to defray a portion of the Part D drug 

expenditures for these beneficiaries. States pay 

90 percent of the estimated costs for 2006, phasing 

down over a 10-year period to 75 percent for 2015 

and later.

Interfund Borrowing

1981. See Table 2.A6.

1983. See Table 2.A6.

CONTACT: Clare McFarland (410) 786-6390 or 

supplement@ssa.gov.
Annual Statistical Supplement, 2008 ♦ 55

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 (CMS) 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.1

Overview

Title XIX of the Social Security Act is a federal and 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 healthrelated services for America’s poorest people.

Within broad national guidelines established by federal statutes, regulations, and policies, each state establishes its own eligibility standards; determines the type, 

amount, duration, and scope of services; sets the rate of 

payment for services; and administers its own program. 

Medicaid policies for eligibility, services, and payment are 

complex and vary considerably, even among states of 

similar size or geographic proximity. Thus, a person who 

is eligible for Medicaid in one state may not be eligible in 

another state, and the services provided by one state 

may differ considerably in amount, duration, or scope 

from services provided in a similar or neighboring state. 

In addition, state legislatures may change Medicaid eligibility, services, and/or reimbursement at any time.

Title XXI of the Social Security Act, known as the 

State Children’s Health Insurance Program (SCHIP), is a 

program initiated by the Balanced Budget Act (BBA) of 

1997 (Public Law 105-33). 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 Eligibility

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 

financial 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:

• Limited-income families with children, as described in 

section 1931 of the Social Security Act, 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.

• Children under age 6 whose family income is at or 

below 133 percent of the federal poverty level (FPL). 

(As of January 2007, 100 percent of the FPL has 

been set at $20,650 for a family of four in the continental U.S.; Alaska and Hawaii’s FPLs are substantially higher.)

• Pregnant women whose family income is below 

133 percent of the FPL. (Services to these women 

1. These summaries were prepared by Earl Dirk Hoffman Jr., 

Barbara S. Klees, and Catherine A. Curtis, Office of the Actuary, 

Centers for Medicare & Medicaid Services, 7500 Security Blvd., 

Baltimore, MD 21244. The authors wish to express their gratitude 

to Mary Onnis Waid, who originated these summaries and 

diligently prepared them for many years before her retirement.
56 ♦ Annual Statistical Supplement, 2008

are limited to those related to pregnancy, complications of pregnancy, delivery, and postpartum care.)

• Infants born to Medicaid-eligible women, for the first 

year of life with certain restrictions.

• Supplemental Security Income (SSI) recipients in 

most states (or aged, blind, and disabled individuals 

in states using more restrictive Medicaid eligibility 

requirements that pre-date SSI).

• Recipients of adoption or foster care assistance 

under Title IV-E of the Social Security Act.

• Special protected groups (typically individuals who 

lose their cash assistance under Title IV-A or SSI 

because of earnings from work or from increased 

Social Security benefits, but who may keep Medicaid 

for a period of time).

• All children 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 can 

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 criteria more liberal 

than the AFDC income and resources requirements 

that were in effect in their state on July 16, 1996.

• Institutionalized individuals eligible under a “special 

income level.” (The amount is set by each state—up 

to 300 percent of the SSI federal benefit rate.)

• Individuals who would be eligible if institutionalized, 

but who are receiving care under home and community-based services (HCBS) waivers.

• Certain aged, blind, or disabled adults who have 

incomes above those requiring mandatory coverage, 

but below the FPL.

• Aged, blind, or disabled 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.

• Tuberculosis-infected persons who would be financially eligible for Medicaid at the SSI income level if 

they were within a Medicaid-covered category. (Coverage is limited to tuberculosis-related ambulatory 

services and tuberculosis 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 and Prevention. 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 SCHIP program established by the BBA.

• “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 greater than the 

amount by which their income exceeds 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; for example, 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 2005, 

34 states plus the District of Columbia 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 affected 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. States have the option of providing Medicaid 

coverage for most aliens entering before that date and 

coverage for those eligible after the 5-year ban; emer-
Annual Statistical Supplement, 2008 ♦ 57

gency 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 coverage can continue only if these persons 

can be covered 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 has not been significant. Under welfare reform, persons who would have 

been eligible for AFDC under the AFDC requirements in 

effect on July 16, 1996 are generally still eligible for Medicaid. Although most persons covered by TANF receive 

Medicaid, it is not required by law.

Medicaid coverage may begin as early as the third 

month prior to application—if the person would have 

been eligible for Medicaid had he or she applied during 

that time. Medicaid coverage generally stops at the end 

of the month in which a person no longer meets the criteria of any Medicaid eligibility group. The BBA allows 

states to provide 12 months of continuous Medicaid coverage (without reevaluation) for eligible children under 

age 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. Beneficiaries with higher incomes may pay a sliding scale premium based on income.

The Deficit Reduction Act (DRA) of 2005 (Public 

Law 109-171) refined eligibility requirements for Medicaid 

beneficiaries by tightening standards for citizenship and 

immigration documentation and by changing the rules 

concerning long-term care eligibility—specifically, the 

look-back period for determining community spouse 

income and assets has been lengthened from 36 months 

to 60 months, individuals whose homes exceed 

$500,000 in value are disqualified, and the states are 

required to impose partial months of ineligibility.

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;

• Pregnancy-related services, including prenatal care 

and 60 days postpartum pregnancy-related services;

• 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; and

• 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. Some of the most common currently approved optional Medicaid services are:

• 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;

• Hospice care;
58 ♦ Annual Statistical Supplement, 2008

• Home and community-based care to certain persons 

with chronic impairments; and

• Targeted case management services.

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 and older who require a nursing-facility level of 

care. The PACE team offers and manages all health, 

medical, and social services and mobilizes other services 

as needed to provide preventive, rehabilitative, curative, 

and supportive care. This care, provided in day health 

centers, homes, hospitals, and nursing homes, helps the 

person maintain independence, dignity, and quality of life. 

PACE functions within the Medicare program as well. 

Regardless of source of payment, PACE providers 

receive payment only through the PACE agreement and 

must make available all items and services covered 

under both Titles XVIII and XIX, without amount, duration, or scope limitations and without application of any 

deductibles, copayments, or other cost sharing. The individuals enrolled in PACE receive benefits solely through 

the PACE program.

Amount and Duration of Medicaid Services

Within broad federal guidelines and certain limitations, 

states determine the amount and duration of services 

offered under their Medicaid programs. States may limit, 

for example, the number of days of hospital care or the 

number of physician visits covered. Two restrictions 

apply: (1) limits must result in a sufficient level of services 

to reasonably achieve the purpose of the benefits, and 

(2) limits on benefits may not discriminate among beneficiaries based on medical diagnosis or condition.

In general, states are required to provide comparable 

amounts, duration, and scope of services to all categorically needy and categorically related eligible persons. 

There are two important exceptions: (1) medically necessary health care services that are identified under the 

EPSDT program for eligible children, and that are within 

the scope of mandatory or optional services under federal law, must be covered even if those services are not 

included as part of the covered services in that state’s 

plan, and (2) states may request “waivers” to pay for otherwise uncovered home and community-based services 

(HCBS) for Medicaid-eligible persons who might otherwise be institutionalized. As long as the services are cost 

effective, states have few limitations on the services that 

may be covered under these waivers (except that states 

may not provide room and board for the beneficiaries, 

other than as a part of respite care). 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 

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 lowincome or uninsured persons under what is known as the 

“disproportionate share hospital” (DSH) adjustment. 

From 1988 to 1991, excessive and inappropriate use of 

the DSH adjustment resulted in rapidly increasing federal 

expenditures for Medicaid. Legislation that was passed in 

1991 and 1993, and again within the BBA of 1997, 

capped the federal share of payments to DSH hospitals. 

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. Under the 

DRA, new cost sharing and benefit rules provide states 

the option of imposing new premiums and increased cost 

sharing on all Medicaid beneficiaries except for those 

mentioned above and for terminally ill patients in hospice 

care. The DRA also established special rules for cost 

sharing for prescription drugs and for nonemergency services furnished in emergency rooms.

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 
Annual Statistical Supplement, 2008 ♦ 59

income level with the national income average. States 

with a higher per capita income level are reimbursed a 

smaller share of their costs. By law, the FMAP cannot be 

lower than 50 percent or higher than 83 percent. In fiscal 

year 2008, the FMAPs varied from 50 percent in 

13 states to 76.29 percent in Mississippi and averaged 

56.7 percent overall. The BBA permanently raised the 

FMAP for the District of Columbia from 50 percent to 

70 percent. For children covered through the SCHIP program, the federal government pays states a higher share, 

or “enhanced” FMAP, which averages about 70 percent 

for all states.

The federal government also reimburses states for 

100 percent of the cost of services provided through facilities of the Indian Health Service, for 100 percent of the 

cost of the Qualifying Individuals (QI) program (described 

later), and for 90 percent of the cost of family planning 

services, 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 QI program, 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.

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 extended Medicaid coverage to a larger number of 

low-income pregnant women and poor children and to 

some Medicare beneficiaries who are not eligible for any 

cash assistance program. Legislative changes also 

focused on increased access, better quality of care, specific benefits, enhanced outreach programs, and fewer 

limits on services.

In most years since its inception, Medicaid has had 

very rapid growth in expenditures. This rapid growth has 

been due primarily to the following factors:

• The increase in size of the Medicaid-covered populations as a result of federal mandates, population 

growth, and economic recessions;

• The expanded coverage and utilization of services;

• The DSH payment program, coupled with its inappropriate use to increase federal payments to states;

• The increase in the number of very old and disabled 

persons requiring extensive acute and/or long-term 

health care and various related services;

• The results of technological advances to keep a 

greater number of very low birth-weight babies and 

other critically ill or severely injured persons alive and 

in need of continued extensive and very costly care;

• The increase in drug costs and the availability of new 

expensive drugs; and

• The increase in payment rates to providers of health 

care services, when compared with 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 2005, for example, indicate that Medicaid payments for services for 28.7 million children, who constituted 51 percent of all Medicaid beneficiaries, averaged 

about $1,667 per child. Similarly, for 13.7 million adults, 

who comprised 24 percent of beneficiaries, payments 

averaged about $2,475 per person. However, other 

groups had much larger per-person expenditures. Medicaid payments for services for 4.9 million aged, who constituted 9 percent of all Medicaid beneficiaries, averaged 

about $13,675 per person; for 9.1 million disabled, who 

comprised 16 percent of beneficiaries, payments averaged about $13,846 per person. When expenditures for 

these high- and lower-cost beneficiaries are combined, 

the 2005 payments to health care vendors for 56.3 million 

Medicaid beneficiaries averaged $4,859 per person.

Long-term care is an important provision of Medicaid 

that will be increasingly utilized as our nation’s population 

ages. The Medicaid program paid for over 41 percent of 

the total cost of care for persons using nursing facility or 

home health services in 2005. National data for 2005 

show that Medicaid payments for nursing facility services 

(excluding ICFs/MR) totaled $44.7 billion for more than 

1.7 million beneficiaries of these services—an average 

expenditure of $26,234 per nursing home beneficiary. 

The national data also show that Medicaid payments for 

home health services totaled $5.4 billion for 

1.2 million beneficiaries—an average expenditure of 

$4,510 per home health care beneficiary. With the percentage of our population who are elderly or disabled 
60 ♦ Annual Statistical Supplement, 2008

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 experimental statewide health care reform 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 without a 

waiver. The number of Medicaid beneficiaries enrolled in 

some form of managed care program is growing rapidly, 

from 48 percent of enrollees in 1997 to 64 percent in 

2007.

More than 56 million persons received health care 

services through the Medicaid program in fiscal year 

2005 (the last year for which beneficiary data are available). In fiscal year 2007, total expenditures for the Medicaid program (federal and state) were $335.8 billion, 

including direct payment to providers of $232.6 billion, 

payments for various premiums (for HMOs, Medicare, 

etc.) of $67 billion, payments to disproportionate share 

hospitals of $16.1 billion, administrative costs of 

$17.3 billion, and $2.7 billion for the Vaccines for Children Program. Expenditures under the SCHIP program in 

fiscal year 2007 were $8.8 billion. With no changes to the 

program, spending under Medicaid is projected to reach 

$523 billion by fiscal year 2013. (SCHIP is currently 

authorized and funded only through March 2009.)

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 financial 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, or 

Part A) and Supplementary Medical Insurance (SMI, or 

Part B) premiums and the Medicare coinsurance and 

deductibles, subject to limits that states may impose on 

payment rates. SLMBs are Medicare beneficiaries with 

resources like the QMBs but with incomes that are 

higher, though still less than 120 percent of the FPL. For 

SLMBs, the Medicaid program pays only the Part B premiums. A third category of Medicare beneficiaries who 

may receive help consists of disabled-and-working individuals. According to the Medicare law, disabled-andworking 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 Part A and Part B 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 Part A 

premiums as Qualified Disabled and Working 

Individuals (QDWIs). 

For Medicare beneficiaries with incomes above 

120 percent and less than 135 percent of the FPL, states 

receive a capped allotment of federal funds for payment 

of Medicare Part B premiums. These beneficiaries are 

known as Qualifying Individuals (QIs). Unlike the 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 QI benefit is 100 percent federally 

funded, up to the state’s allotment. The QI program was 

established by the BBA for fiscal years 1998 through 

2002 and has been extended several times. The most 

recent extension expired at the end of fiscal year 2007.

The Centers for Medicare & Medicaid Services 

(CMS) estimates that, in 2007, Medicaid provided some 

level of supplemental health coverage for about 

8.1 million Medicare beneficiaries. 

Starting January 2006, a new Medicare prescription 

drug benefit provides drug coverage for Medicare beneficiaries, including those who also receive coverage from 
Annual Statistical Supplement, 2008 ♦ 61

Medicaid. In addition, individuals eligible for both Medicare and Medicaid receive the low-income subsidy for 

the Medicare drug plan premium and assistance with 

cost sharing for prescriptions. Medicaid no longer provides drug benefits for Medicare beneficiaries.

Since the Medicare drug benefit and low-income 

subsidy replace a portion of state Medicaid expenditures 

for drugs, states will see a reduction in Medicaid expenditures. To offset this reduction, the Medicare Prescription 

Drug, Improvement, and Modernization Act of 2003 (Public Law 108-173) requires each state to make a monthly 

payment to Medicare representing a percentage of the 

projected reduction. For 2006, this payment was 

90 percent of the projected 2006 reduction in state 

spending. After 2006 the percentage will decrease by 

1 2/3 percent per year to 75 percent for 2015 and later.

Note: Medicaid data are based on the projections of the 

Mid-Session Review of the President’s Fiscal Year 2009 

Budget and are consistent with data received from the 

states on the Forms CMS-2082, MSIS, CMS-37, and 

CMS-64.

CONTACT: Earl Dirk Hoffman Jr. (410) 786-7913 or 

supplement@ssa.gov.
62 ♦ Annual Statistical Supplement, 2008

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 

U.S. 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 ensured 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 U.S. 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 ensure 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.
Annual Statistical Supplement, 2008 ♦ 63

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.

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 that is recognized as eligible for federal assistance because of their status as Indians. The same 

permissible exclusion from coverage that is applicable to 

other governmental entities also applies to services performed for Indian tribes. If an Indian tribe fails to make 

payments to states as required, the tribe loses its FUTA 

exemption and may lose coverage.

Eligibility for Benefits

Unemployment benefits are available as a matter of 

right (without a means test) to unemployed workers 

who have demonstrated their attachment to the labor 

force by a specified amount of recent work or earnings 

in covered employment. All federal civilian employees, 

ex-servicemembers, and workers whose employers contribute to or make payments in lieu of contributions to 

state unemployment funds 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 have voluntarily quit their jobs without good 

cause or were discharged for misconduct.

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.

A considerable majority of state 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 36 jurisdictions, the 

maximum is adjusted automatically in accordance with 

the weekly wages of covered employees.

Thirteen states provide additional allowances for certain dependents. They all include children under the ages 

of 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 

$30 or less per week, and, in the majority of states, the 

amount is the same for each dependent.

All but 13 states require a waiting period of 1 week of 

total unemployment before benefits can begin. Two 

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, many jurisdictions vary the duration of 

benefits through various formulas.

Extended Benefits

In the 1970s, a permanent federal-state program of 

Extended Benefits 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 
64 ♦ Annual Statistical Supplement, 2008

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 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.

Before the 1992 legislation, the Extended Benefits 

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 employment that is covered by unemployment 

insurance in that state. By definition, the IUR does not 

include workers who have exhausted their benefits but 

are still unemployed.

The 1992 legislation (Public Law 102-318) provided 

states with 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) when 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 November 2, 2008, Extended 

Benefits were not payable in 2 states.

In addition to the permanent Extended Benefits program, Congress from time to time enacts temporary 

extensions of unemployment compensation benefits. The 

most recent such enactment is Public Law 110-252 

signed by the president on June 30, 2008. This program 

provides up to 13 weeks of 100 percent federally 

financed compensation to eligible individuals in all states.

CONTACT: Daniel L. Hays (202) 693-3011 or

supplement@ssa.gov.
Annual Statistical Supplement, 2008 ♦ 65

Workers’ Compensation

Workers' compensation was the first form of social insurance to develop widely in the United States. It is 

designed to provide cash benefits and medical care 

when employees suffer work-related injuries or illnesses 

and survivor benefits to the dependents of workers 

whose deaths result from a work-related incident. In 

exchange for receiving benefits, workers who receive 

workers' compensation are generally not allowed to bring 

a tort suit against their employers for damages of any 

kind.

The federal government was the first to establish a 

workers' compensation program, covering its civilian 

employees with an act that was passed in 1908 to provide benefits for workers engaged in hazardous work. 

The remaining federal workforce was covered in 1916. 

Nine states enacted workers' compensation laws in 1911. 

By 1921, all but 6 states and the District of Columbia had 

workers' compensation laws.

Today each of the 50 states, the District of Columbia, 

Puerto Rico, and the U.S. Virgin Islands have their 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 to the worker on the basis of a diagnosis of pneumoconiosis.

The Energy Employees Occupational Illness Compensation Program provides lump-sum payments up to 

$150,000 to civilian workers (or their survivors) who 

became ill as a result of exposure to radiation, beryllium, 

or silica in the production or testing of nuclear weapons. 

This is the Part B of the program, which went into effect 

in July 2001. It provides smaller lump-sum payments to 

individuals found eligible for an award under the Radiation Exposure Compensation Act. Medical benefits are 

awarded for the treatment of covered conditions.

The Radiation Exposure Compensation Act of 1990 

provides lump-sum compensation payments to individuals who contracted certain cancers and other serious diseases as a result of exposure to radiation released during 

above-ground nuclear weapons tests or during employment in underground uranium mines. The lump-sum payments are specified in law and range from $50,000 to 

$100,000.

Coverage

In 2006, state and federal workers’ compensation laws 

covered about 130.3 million employees. Covered payroll 

in 2006—that is, total wages paid to covered workers—

was $5.5 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.

The workers’ compensation programs are compulsory for most private employment, except in Texas, 

where it is elective. That is, in Texas, employers may 

accept or reject coverage under the law. If they reject it, 

they lose the customary common-law defenses against 

suits by employees in private industry.

Two groups outside the coverage of workers' compensation laws are railroad employees engaged in interstate commerce and seamen in the U.S. Merchant 

Marine. These workers have health insurance and shortterm and long-term cash benefit plans that cover disabilities whether or not the conditions are work-related. In 

addition, under federal laws these workers retain the right 

to bring tort suits against their employers for negligence 

in the case of work-related injuries or illness.

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.
66 ♦ Annual Statistical Supplement, 2008

Temporary Total Disability

Most compensation cases that involve cash payments 

are for temporary total disability. In these cases, the 

worker is temporarily precluded from performing the preinjury job or another job with the employer that the worker 

could have performed before the injury. 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 is generally set at 

some percentage of the states’ average weekly wage, 

ranging from 66 2/3 percent to 200 percent, but typically 

100 percent.

Temporary Partial Disability

In some cases, workers return to work before they reach 

maximum medical improvement and have reduced 

responsibilities and a lower salary. In those cases, they 

receive temporary partial disability benefits.

Permanent Total Disability

If a worker has very significant impairments that are 

judged to be permanent after he or she reaches maximum medical improvement, the worker receives permanent total disability benefits. Very few workers’ 

compensation cases are found to have permanent total 

disabilities.

Permanent Partial Disability

When the worker has impairments that, although permanent, do not completely limit the workers’ ability to work, 

permanent partial disability benefits are paid. The system 

for determining benefits in these cases is complex and 

varies 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 on the basis of 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 eligible as the survivors of workers who die from a work-related illness or injury.

Medical Benefits

All workers’ compensation acts require that medical aid 

be furnished without delay, to workers suffering from a 

work-related injury or illness, whether or not the condition 

entails work interruption. This care includes first-aid treatment, physician services, surgical and hospital services, 

nursing, medications, medical supplies, appliances, and 

prosthetic devices. Care is typically provided with no copayment from the worker. A few state laws contain provisions for 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 five jurisdictions, commercial 

insurance is not allowed. In two of these areas, employers must insure with an exclusive state fund, and in three 

others, they must either insure with an exclusive state 

insurance fund or self-insure. In 21 jurisdictions, state 

funds have been established that compete with private 

insurance carriers. Federal employees are provided protection through a federally financed and operated

system.

Program Highlights

Benefit payments under workers' compensation programs decreased to $54.7 billion in 2006, which was a 

1.1 percent decrease from the 2005 benefit figure of 

$55.3 billion. When compared to covered wages, the 

benefits fell by seven cents from $1.06 to $0.99 per $100 

of covered wages.

In 2006, medical benefits accounted for $26.4 billion, 

and wage loss compensation accounted for $28.2 billion. 

The latter amount includes payments to disabled workers 

and the survivors of deceased workers.

The $54.7 billion for workers' compensation benefit 

payments in 2006 includes over $616 million in benefits 

for the Black Lung program. This program is described 

separately (see tables 9.D1-9.D2).
Annual Statistical Supplement, 2008 ♦ 67

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

classification, and experience rating. Nationally in 2006, 

such costs were approximately $1.58 per $100 of covered wages, or about $667 for each of the 130.3 million 

protected employees.

CONTACT: Virginia Reno (202) 452-8097 or 

supplement@ssa.gov.
68 ♦ Annual Statistical Supplement, 2008

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 with the federalstate 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 temporary disability insurance laws of the five 

states and Puerto Rico 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 laws in Hawaii and New York require employers 

to provide their own disability insurance plans for their 

workers by setting up an approved self-insurance plan, 

by reaching an agreement with employees or a union 

establishing a labor-management benefit plan, or by purchasing group insurance from a commercial carrier. In 

New York, the employer may also provide protection 

through the State Insurance Fund, which is a state-operated competitive carrier. Both Hawaii and New York operate special funds to pay benefits to workers who become 

disabled while unemployed or whose employers have 

failed to provide the required protection. In other jurisdictions, benefit payments for the disabled unemployed are 

made from the regular state-operated funds.

Eligibility for Benefits

To qualify for benefits, a worker must fulfill certain 

requirements regarding past earnings or employment 

and must be disabled as defined in the law. In addition, 

claimants may be disqualified if they received certain 

types of income during the period of disability.

Earnings or Employment Requirements

A claimant must have a specified amount of past employment or earnings to qualify for benefits. However, in most 

jurisdictions with private plans, the plans either insure 

workers immediately upon their employment or, in some 

cases, require a short probationary period of employment, usually from 1 to 3 months. Upon cessation of 

employment after a specified period, workers generally 

lose their private plan coverage and must look to a statecreated 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 dis-
Annual Statistical Supplement, 2008 ♦ 69

ability during unemployment in New Jersey and New 

York. All the laws pay full benefits for disability due to 

pregnancy.

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 weeks to 52 weeks. New York 

and Puerto Rico have a uniform duration of 26 weeks for 

all claimants; New Jersey and Hawaii have a variable 

duration of up to 26 weeks; Rhode Island has a variable 

duration of up to 30 weeks; and California and the railroad program have a variable duration of up to 52 weeks. 

Under the railroad program, duration of benefits varies 

from 26 weeks to 52 weeks, on the basis of the total 

number of years of employment in the industry. In the 

other jurisdictions, limited predisability "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 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. By contrast, the New York program is 

administered by the state Workers' Compensation Board, 

and the Hawaii program is administered by a separate 

division of the Department of Labor and Industrial Relations.

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 to supervising private plans, setting standards of performance, and 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: Daniel L. Hays (202) 693-3011 or 

supplement@ssa.gov.
70 ♦ Annual Statistical Supplement, 2008

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 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 for 

claims filed July 1, 1973 and later. Different financing provisions are applicable to these claims.

Legislation enacted on November 2, 2002 (Public 

Law 107-275) transferred permanently the responsibility 

for all Black Lung claims (Parts B and C) to the Office of 

Workers’ Compensation Programs (OWCP) of the 

Department of Labor. SSA will only continue to handle a 

small number of pending Part B appeals cases on a reimbursable basis.

The basic Black Lung benefit rate is set by law at 

37 1/2 percent of the monthly pay rate for federal 

employees in the first step of grade GS-2. The basic rate

to a miner or widow may be increased according to the 

number of qualified dependents—50 percent of the basic 

benefit rate if one dependent qualifies, 75 percent for two 

dependents, and 100 percent for three or more dependents.

Since Black Lung payments are tied directly to federal 

employee salary scales, increases are automatically payable when federal salaries are increased. Reflecting a 

1.74 percent adjustment, monthly benefit rates effective 

January 1, 2007, are the following:

• Miner or widow, $584.00

• Miner or widow and 1 dependent, $876.00

• Miner or widow and 2 dependents, $1,022.00

• Miner or widow and 3 or more dependents (family 

benefit), $1,168.00

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.

The amendments of 1972 extended benefit payments to full orphans, parents, brothers, and sisters of 

deceased miners. Under earlier law, survivor payments 

were limited to widows and their dependent children (if 

the miner and spouse were both deceased, no benefits 

were payable to surviving children). These amendments 

also expanded coverage to include surface as well as 

underground coal miners.

CONTACT: Bennett Stewart (606) 432-0116, ext. 126 or 

supplement@ssa.gov.
Annual Statistical Supplement, 2008 ♦ 71

Veterans' Benefits

A variety of programs and benefits are available to servicemembers and veterans of military service: disability 

payments, educational assistance, health care, vocational rehabilitation, survivor and dependents benefits, 

life insurance, burial benefits, special loan programs, and 

hiring preference for certain jobs. Most of the veterans 

programs are administered by the Department of Veterans Affairs (VA).

Monetary Benefits

Two major cash benefit programs are available for veterans. The first program provides benefits to veterans with 

service-connected disabilities and, on the veteran's 

death, benefits are available for eligible surviving 

spouses, children, and dependent parents. These benefits are payable regardless of other income or resources. 

The second program provides benefits to needy veterans 

who have non-service-connected disabilities. These benefits are means tested.

Compensation for Service-connected Disabilities

Disability compensation is a monetary benefit paid to veterans who are disabled by injury or disease incurred in or 

aggravated during active military service. Individuals discharged or separated from military service under dishonorable conditions are generally not eligible for 

compensation payments. The amount of monthly compensation depends on the degree of disability, rated as 

the percentage of normal function lost. Payments in 2007 

range from $115 a month for a 10 percent disability to 

$2,471 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.

Pensions for Non-service-connected Disabilities

Monthly benefits are provided to wartime veterans with 

limited income and resources who are totally and permanently disabled because of a condition not attributable to 

their military service. To qualify for these pensions, a veteran must have served in one or more of the following 

designated war periods: The Mexican Border Period, 

World War I, World War II, the Korean Conflict, the Vietnam Era, or the Gulf War. The period of service must 

have lasted at least 90 days, and the discharge or separation cannot have been dishonorable. Service less than 

90 days is acceptable if the veteran was discharged with 

a service-connected disability.

Pension payments are reduced by countable income. 

Some medical and other expenses are allowed as 

deductions from countable income. Veterans aged 65 

years or older who meet service, net worth, and income 

requirements are eligible for a pension, regardless of current physical condition.

Effective December 1, 2007, maximum benefit 

amounts for non-service-connected disabilities range 

from $932 per month for a veteran without a dependent 

spouse or child to $1,843 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 $159 per month.

Benefits for Survivors

The dependency and indemnity compensation (DIC) program provides monthly benefits to the surviving spouse, 

children (under age 18, disabled, or students), and certain parents of service persons or veterans who die as 

the result of an injury or disease incurred while in or 

aggravated by active duty or training, or from a disability 

otherwise compensable under laws administered by the 

Department of Veterans Affairs.

DIC payments may also be authorized for survivors 

of veterans who were totally disabled by serviceconnected conditions at the time of death, even though 

their service-connected disabilities did not cause their 

deaths.

Eligibility for survivor benefits based on a nonservice-connected death of a veteran with a serviceconnected disability requires a marriage of at least a 

1-year duration before the veteran's death. A surviving 

spouse is generally required to have lived continuously 

with the veteran from marriage until his or her death.

Entitlement for death benefits ends with the surviving 

spouse’s remarriage but may be restored upon termination of the remarriage. A surviving spouse receiving DIC 

benefits who remarries on or after December 16, 2003, 

and on or after attaining age 57 is entitled to continue to 

receive DIC.

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 2007, for pay grades E-1 through 

E-6, a flat monthly rate of $1,067 is paid to surviving 

spouses. Monthly benefits for grades E-7 through E-9 

range between $1,104 and $1,312. For veterans who 

died after January 1, 1993, surviving spouses receive a 
72 ♦ Annual Statistical Supplement, 2008

flat $1,067 a month. An additional $228 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. VA also adds a transitional benefit of 

$250 to the surviving spouse’s monthly DIC if there are 

children under age 18. The amount is based on a family 

unit, not individual children, and is paid up to a maximum 

of 2 years. 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 on the basis of 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.

The pension amount depends on the composition of 

the surviving family and the physical condition of the surviving spouse. In 2007, pensions range from $611 a 

month for a surviving spouse without dependent children 

to $1,165 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 $156 a month for each additional 

dependent child. Pension payments are reduced by 

countable income. Some medical and other expenses 

are allowed as deductions from countable income.

Hospitalization and Other Medical Care

The Department of Veterans Affairs (VA) provides a 

nationwide system of health care through a system of 

hospitals and community-based outpatient clinics to eligible veterans.

Enrollment and Provision of Hospitalization

and Outpatient Medical Care to Veterans

To receive health care, veterans generally must be 

enrolled with the VA and may apply for enrollment at any 

time. Veterans do not have to be enrolled if they (1) have 

a service-connected disability of 50 percent or more, 

(2) want care for a disability that the military determined 

was incurred or aggravated in the line of duty but that the 

VA has not yet rated during the 12-month period following 

discharge, (3) want care for a service-connected disability, or (4) are receiving registry examinations.

Enrolled veterans and those not subject to enrollment are eligible to receive comprehensive medical benefits, which include 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 veterans 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, were discharged 

for a disability incurred or aggravated in the line of duty, 

were awarded VA compensation, or are in need of care 

for an adjudicated service-connected 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 copayment.

Nursing Home Care

A veteran seeking nursing home care must meet the 

established eligibility requirements for admission to a 

Department of Veterans Affairs nursing home. The Veterans Millennium Health Care and Benefits Act 

(P.L. 106-117, passed by Congress on November 30, 

1999) made amendments to the original authority for 

nursing home placement. The new law requires that the 

VA:

• Provide nursing home care to any veteran in need of 

such care for a service-connected disability;

• Provide nursing home care to any veteran who is in 

need of such care and who has a service-connected 

disability rated at 70 percent or greater;
Annual Statistical Supplement, 2008 ♦ 73

• Provide nursing home care, either directly or through 

contracts when clinically indicated for eligible veterans;

• Determine the need for nursing home care based on 

a comprehensive interdisciplinary assessment.

Other Medical Benefits

Other Department of Veterans Affairs programs and 

medical benefits are available to certain veterans. Veterans do not need to be enrolled in the VA health care system to be eligible for any of the following benefits, 

although there may be restrictions: domiciliary care; alcohol and drug dependency treatment; prosthetic appliances; modification in certain veterans’ homes when so 

ordered by his or her physician, subject to cost limitations; compensation and pension examinations; care as 

part of a VA-approved research project; readjustment 

counseling and treatment for Vietnam veterans; sexual 

trauma counseling for veterans suffering from trauma of 

a sexual nature during active military service; counseling; 

vocational rehabilitation counseling; special registry 

examinations; and dental care.

Educational Assistance

The post-Vietnam Veterans' Educational Assistance 

Program (VEAP) is a voluntary contributory matching 

program for persons entering service after December 31, 

1976. To be eligible, the servicemember must have initially contributed to VEAP before April 1, 1987. The Montgomery GI Bill–Active Duty program provides education 

benefits for individuals entering military service on or 

after July 1, 1985, and for certain other individuals. Servicemembers entering active duty have their basic pay 

reduced $100 a month for the first 12 months of their service unless they specifically elect not to participate. An 

educational assistance program is also available for individuals who enter the Selected Reserve on or after 

July 1, 1985.

The Department of Veterans Affairs also pays educational assistance for dependents if a veteran is permanently and totally disabled from a service-related cause, 

or dies as a result of service, or while completely disabled from service-related causes.

CONTACT: Michael Wells (202) 461-5829 or

supplement@ssa.gov.

Old-Age, Survivors, and Disability

Insurance

Coverage, Financing, and

 Insured Status 2.1

Benefit Computation and

 Automatic Adjustments 2.12

Benefit Types and Levels 2.37

Effect of Current Earnings and

 Taxation of Benefits 2.56

History of Provisions

Supplemental Security Income 2.62

Medicare 2.64

Medicaid 2.66

SSA Administrative Data

Offices and Staff 2.68

Claims Workloads 2.70

Service Delivery 2.71

Hearings and Appeals 2.72

Section 2. History of 

Program Provisions and 

SSA Administrative Data

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

Annual Statistical Supplement, 2008 ♦ 2.1

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

Year enacted

Coverage election

or waiver Provision

1935 . . . All workers in commerce and industry (except railroads) under age 65 in the continental United States, Alaska, and Hawaii 

and on American vessels. (Covered after 1936.)

1939 . . . Age restriction eliminated.

1946 . . . Railroad and Social Security earnings combined to determine eligibility for and amount of survivors benefits.

1950 . . . Regularly employed farm and domestic workers. Nonfarm self-employed (except members of professional groups). 

Federal civilian employees not under a federal retirement system. U.S. citizens employed outside the United States by 

American employers. Workers in Puerto Rico and the U.S. Virgin Islands (effective January 1, 1951).

Elective by employer State and local government employees not under a state and local government retirement system. Termination permitted 

2 years after giving notice if group has 5 years of coverage when notice is given.

Elective by employer

and employee

Employees (other than members of the clergy) of nonprofit organizations (upon election by employer, each current 

employee given a choice as to coverage; new employees are covered). Nonprofit organizations permitted to terminate 

coverage 2 years after giving notice, if the organization has 8 years of coverage when notice is given.

1951 . . . Railroad workers with less than 10 years of service, for all benefits. (After October 1951, coverage retroactive to 1937.)

1954 . . . Farm self-employed. Professional self-employed except lawyers, dentists, physicians, and members of other medical 

groups (taxable years ending after 1954). Additional regularly employed farm and domestic workers. Homeworkers.

Elective by employer U.S. citizens employed outside the United States by a foreign subsidiary of an American employer.

Elective by employer

and employee

State and local government employees (except fire fighters and police personnel) under a state or local government 

retirement system (coverage provided at state’s option; a majority of the eligible employees must vote in favor). See 

above (elective by employer, 1950) for termination rule.

Elective by individual Members of the clergy and of religious orders not under a vow of poverty.

1956 . . . Members of the uniformed services on active duty or on active duty for training. Remainder of professional self-employed 

except physicians (taxable years ending after 1955). Farm landlords who materially participate in farm operations.

Elective by employer

and employee

Fire fighters and police personnel in designated states. State and local government employees under a state or local 

government retirement system in designated states may be divided into two systems, one excluding employees not 

desiring coverage (new employees covered).

1960 . . . U.S. citizens employed in United States by foreign governments or international organizations. Parents working for 

children (except domestic or casual labor). Workers in Guam and American Samoa.

1965 . . . Interns. Self-employed physicians (taxable years ending on or after December 31, 1965). Tips for employee tax only.

Elective by individual Members of certain religious sects may obtain exemptions from self-employed coverage (retroactive to 1951).

1967 Elective by employer

and employee

Fire fighters under state and local government retirement system (under a majority favorable vote) and only if governor of 

state certifies Social Security protection.

Subject to waiver

by individual

Members of the clergy and of religious orders not under a vow of poverty are covered automatically, but they can choose 

to be exempt on grounds of conscience or religious principles. Taxable years ending after 1967.

1972 Elective by employer Members of a religious order who are subject to a vow of poverty. Retroactivity allowed for 5 years but not earlier than 

January 1, 1968.

1977 Elective by individual Members of the clergy and of religious orders who filed an application for exemption from coverage may revoke the 

exemption if the revocation is filed before the due date of the individual’s federal income tax return for the first taxable year 

beginning after December 20, 1977.

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

1983 . . . Federal employees newly hired after December 31, 1983, including executive, legislative, and judicial branch employees, 

and also including those hired before January 1, 1984, with a break in service lasting more than 365 days. Excludes reemployed annuitants hired before January 1, 1984.

. . . Legislative branch employees hired before 1984 who were not participating in the Civil Service Retirement System on 

December 31, 1983.

. . . Members of Congress, the president, the vice president, sitting federal judges, and most executive-level political 

appointees of the federal government.

. . . Employees of nonprofit organizations.

. . . U.S. residents employed outside the United States by American employers.

Elective by employer U.S. residents employed outside the United States by a foreign affiliate of an American employer.

. . . Employees of nonprofit organizations placed under compulsory coverage; nonprofit organizations prohibited from 

terminating coverage of their employees on or after March 31, 1983.

Elective by employer or by

employer and employee

States prohibited from terminating coverage of employees (after April 20, 1983) and permitted to reinstate coverage for a 

terminated group.

(Continued)
2.A OASDI: Coverage, Financing, and Insured Status

2.2 ♦ Annual Statistical Supplement, 2008

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

1984 . . . Rehired federal employees whose previous service was covered.

. . . Persons exercising reemployment rights to noncovered federal employment retain exemption after a period (not limited to 

365 or fewer days) of military or national guard service or work for an international organization.

. . . Generally, all legislative branch employees except those who were participating on December 31, 1983, and are also 

currently participating in the Civil Service Retirement System or another federal retirement system.

. . . Employees of nonprofit organizations who are also participating on a mandatory basis in the Civil Service Retirement 

System are treated like federal employees for Social Security tax and coverage purposes. They are therefore not covered 

unless hired on or after January 1, 1984, or reemployed after a break in service of more than 365 days.

Elective by employer Churches or church-related organizations may elect irrevocably to have services performed by their employees excluded 

from covered employment. Their employees are then treated as self-employed for Social Security purposes.

1986 . . . State and local government employees hired after March 31, 1986—Hospital Insurance (Part A) program only.

Elective by individual Members of the clergy and of religious orders who filed an application for exemption from coverage may revoke the 

exemption if the revocation is filed before the due date of the individual’s federal income tax return for the first taxable year 

beginning after October 22, 1986.

Elective by employee Employees covered under Civil Service Retirement System can elect to switch to Federal Employees Retirement System 

from July 1, 1987, to December 31, 1987.

1987 . . . Members of uniformed services reserve components on inactive duty training. Irregularly employed farm workers (if 

employer’s annual expenditures for farm labor is at least $2,500). Services performed in trade or business of spouse or by 

children aged 18 or older in trade or business of parent. For employers, the full amount of covered tips.

1990 . . . State and local government employees not under a state or local government retirement system. Exceptions: (1) students

employed by the educational institution they attend and (2) election workers paid less than the mandated amount ($100), 

unless either group covered under a state’s Section 218 agreement.

1994 . . . Threshold for exclusion of wages paid to election workers raised from $100 to $1,000 annually beginning January 1, 1995,

and will be indexed for wage increases each year after December 31, 1999.

. . . Police and fire fighters under a public retirement system can be covered for Social Security in all states.

. . . Threshold for coverage of domestic employees’ earnings raised from $50 per calendar quarter to $1,000 per calendar 

year per employer; amount subject to annual automatic adjustments. Domestic workers no longer covered for years in 

which they were under age 18, unless they are no longer in school and domestic employment is their principal occupation. 

Coverage of earnings of domestic workers on farms becomes subject to new annual threshold for domestic workers 

instead of annual threshold for agricultural employees.

1997 Elective by employee Employees covered under Civil Service Retirement System can elect to switch to Federal Employees Retirement System 

from July 1, 1998, to December 31, 1998.

1998 . . . States can modify their Social Security coverage agreements made between January 1, 1999, and March 31, 1999, to 

exclude from coverage services performed by students employed by state schools, colleges, or universities, effective for 

services performed after June 30, 2000.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).

NOTE: . . . = not applicable.

Table 2.A1—Covered employment and self-employment provisions, by year enacted—Continued

Year enacted

Coverage election

or waiver Provision
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2008 ♦ 2.3

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 2.A2—Noncontributory wage credit provisions, by year enacted

Year enacted Provision

1946 Fully insured status and average monthly wage of $160 for World War II veterans who died within 3 years after discharge.

1950 Wage credits of $160 per month of military service during World War II period (September 16, 1940–July 24, 1947).

1952 Wage credits of $160 per month of military service to December 31, 1953.

1953 Wage credits of $160 per month of military service to June 30, 1955.

1955 Wage credits of $160 per month of military service to March 31, 1956.

1956 Wage credits of $160 per month of military service to December 31, 1956.

1967 For uniformed services, wage credits of $100 for each $100 (or fraction thereof) of basic pay not in excess of $300 per calendar quarter, beginning in 

1968.

1972 For uniformed services, wage credits of $300 per calendar quarter of service after 1956. (Supersedes 1967 provision.) For U.S. citizens of Japanese 

ancestry, wage credits for the period they were interned by the U.S. government during World War II period (December 7, 1941–December 31, 1946) 

and who 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.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).
2.A OASDI: Coverage, Financing, and Insured Status

2.4 ♦ Annual Statistical Supplement, 2008

Table 2.A3—Annual maximum taxable earnings and contribution rates, 1937–2008

Year

Annual maximum

taxable earnings (dollars)

Contribution rate (percent)

Employer and employee, each Self-employed person

OASDI HI

Total,

OASDI

and HI OASI DI HI

Total,

OASDI

and HI OASI DI HI

1937–1949 3,000 . . . 1.0 1.0 . . . . . . . . . . . . . . . . . .

1950 3,000 . . . 1.5 1.5 . . . . . . . . . . . . . . . . . .

1951–1953 3,600 . . . 1.5 1.5 . . . . . . 2.25 2.25 . . . . . .

1954 3,600 . . . 2.0 2.0 . . . . . . 3.0 3.0 . . . . . .

1955–1956 4,200 . . . 2.0 2.0 . . . . . . 3.0 3.0 . . . . . .

1957–1958 4,200 . . . 2.25 2.0 0.25 . . . 3.375 3.0 0.375 . . .

1959 4,800 . . . 2.5 2.25 0.25 . . . 3.75 3.375 0.375 . . .

1960–1961 4,800 . . . 3.0 2.75 0.25 . . . 4.5 4.125 0.375 . . .

1962 4,800 . . . 3.125 2.875 0.25 . . . 4.7 4.325 0.375 . . .

1963–1965 4,800 . . . 3.625 3.375 0.25 . . . 5.4 5.025 0.375 . . .

1966 6,600 6,600 4.2 3.5 0.35 0.35 6.15 5.275 0.525 0.35

1967 6,600 6,600 4.4 3.55 0.35 0.5 6.4 5.375 0.525 0.5

1968 7,800 7,800 4.4 3.325 0.475 0.6 6.4 5.0875 0.7125 0.6

1969 7,800 7,800 4.8 3.725 0.475 0.6 6.9 5.5875 0.7125 0.6

1970 7,800 7,800 4.8 3.65 0.55 0.6 6.9 5.475 0.825 0.6

1971 7,800 7,800 5.2 4.05 0.55 0.6 7.5 6.075 0.825 0.6

1972 9,000 9,000 5.2 4.05 0.55 0.6 7.5 6.075 0.825 0.6

1973 10,800 10,800 5.85 4.3 0.55 1.0 8.0 6.205 0.795 1.0

1974 13,200 13,200 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1975 a 14,100 a 14,100 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1976 a 15,300 a 15,300 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1977 a 16,500 a 16,500 5.85 4.375 0.575 0.9 7.9 6.185 0.815 0.9

1978 a 17,700 a 17,700 6.05 4.275 0.775 1.0 8.1 6.01 1.09 1.0

1979 22,900 22,900 6.13 4.33 0.75 1.05 8.1 6.01 1.04 1.05

1980 25,900 25,900 6.13 4.52 0.56 1.05 8.1 6.2725 0.7775 1.05

1981 29,700 29,700 6.65 4.7 0.65 1.3 9.3 7.025 0.975 1.3

1982 a 32,400 a 32,400 6.7 4.575 0.825 1.3 9.35 6.8125 1.2375 1.3

1983 a 35,700 a 35,700 6.7 4.775 0.625 1.3 9.35 7.1125 0.9375 1.3

1984 a 37,800 a 37,800 b 7.0 5.2 0.5 1.3 b 14.0 10.4 1.0 2.6

1985 a 39,600 a 39,600 7.05 5.2 0.5 1.35 b 14.1 10.4 1.0 2.7

1986 a 42,000 a 42,000 7.15 5.2 0.5 1.45 b 14.3 10.4 1.0 2.9

1987 a 43,800 a 43,800 7.15 5.2 0.5 1.45 b 14.3 10.4 1.0 2.9

1988 a 45,000 a 45,000 7.51 5.53 0.53 1.45 b 15.02 11.06 1.06 2.9

1989 a 48,000 a 48,000 7.51 5.53 0.53 1.45 b 15.02 11.06 1.06 2.9

1990 c 51,300 c 51,300 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1991 c 53,400 d 125,000 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1992 c 55,500 130,200 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1993 a 57,600 a 135,000 7.65 5.6 0.6 1.45 15.3 11.2 1.2 2.9

1994 a 60,600 e 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

(Continued)
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2008 ♦ 2.5

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

2000 a 76,200 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2001 a 80,400 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2002 a 84,900 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2003 a 87,000 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2004 a 87,900 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2005 a 90,000 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2006 a 94,200 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2007 a 97,500 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

2008 a 102,000 e 7.65 5.3 0.9 1.45 15.3 10.6 1.8 2.9

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: DI = Disability Insurance; HI = Hospital Insurance; OASI = Old-Age and Survivors Insurance; OASDI = Old-Age, Survivors, and Disability Insurance;

. . . = not applicable.

a. Based on automatic adjustment, under legislation in 1972 (as modified by legislation in 1973), in proportion to increases in average wage level.

b. Tables 2.A3 and 2.A4 show the tax rate and tax amount paid by employers and received by the OASDI trust funds. In 1984, the 5.7 percent OASDI tax on taxable 

wages of employees was offset by a tax credit of 0.3 percent, resulting in an effective employee tax rate of 5.4 percent. However, the OASDI trust funds received the 

full 5.7 percent because of a general revenue transfer equivalent to 0.3 percent of taxable wages. Similar credits of 2.7 percent, 2.3 percent, and 2.0 percent were 

allowed against the combined OASDI and HI taxes on net earnings from self-employment in 1984, 1985, and from 1986 to 1989, respectively.

c. Based on automatic adjustment, under legislation in 1972 (as modified by legislation in 1973), 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.

d. Based on legislation in 1990.

e. Upper limit on earnings subject to HI taxes was repealed by OBRA 1993.

Table 2.A3—Annual maximum taxable earnings and contribution rates, 1937–2008—Continued

Year

Annual maximum

taxable earnings (dollars)

Contribution rate (percent)

Employer and employee, each Self-employed person

OASDI HI

Total,

OASDI

and HI OASI DI HI

Total,

OASDI

and HI OASI DI HI
2.A OASDI: Coverage, Financing, and Insured Status

2.6 ♦ Annual Statistical Supplement, 2008

Table 2.A4—Maximum annual amount of contributions, 1937–2008 (in dollars)

Year

Employee Self-employed person

Total,

OASDI

and HI

Subtotal,

OASDI OASI DI HI

Total,

OASDI

and HI

Subtotal,

OASDI OASI DI HI

1937–1949 30.00 30.00 30.00 . . . . . . . . . . . . . . . . . . . . .

1950 45.00 45.00 45.00 . . . . . . . . . . . . . . . . . . . . .

1951–1953 54.00 54.00 54.00 . . . . . . 81.00 81.00 81.00 . . . . . .

1954 72.00 72.00 72.00 . . . . . . 108.00 108.00 108.00 . . . . . .

1955–1956 84.00 84.00 84.00 . . . . . . 126.00 126.00 126.00 . . . . . .

1957–1958 94.50 94.50 84.00 10.50 . . . 141.75 141.75 126.00 15.75 . . .

1959 120.00 120.00 108.00 12.00 . . . 180.00 180.00 162.00 18.00 . . .

1960–1961 144.00 144.00 132.00 12.00 . . . 216.00 216.00 198.00 18.00 . . .

1962 150.00 150.00 138.00 12.00 . . . 225.60 225.60 207.60 18.00 . . .

1963–1965 174.00 174.00 162.00 12.00 . . . 259.20 259.20 241.20 18.00 . . .

1966 277.20 254.10 231.00 23.10 23.10 405.90 382.80 348.15 34.65 23.10

1967 290.40 257.40 234.30 23.10 33.00 422.40 389.40 354.75 34.65 33.00

1968 343.20 296.40 259.35 37.05 46.80 499.20 452.40 396.825 55.575 46.80

1969 374.40 327.60 290.55 37.05 46.80 538.20 491.40 435.825 55.575 46.80

1970 374.40 327.60 284.70 42.90 46.80 538.20 491.40 427.05 64.35 46.80

1971 405.60 358.80 315.90 42.90 46.80 585.00 538.20 473.85 64.35 46.80

1972 468.00 414.00 364.50 49.50 54.00 675.00 621.00 546.75 74.25 54.00

1973 631.80 523.80 464.40 59.40 108.00 864.00 756.00 670.14 85.86 108.00

1974 772.20 653.40 577.50 75.90 118.80 1,042.80 924.00 816.42 107.58 118.80

1975 824.85 697.95 616.875 81.075 126.90 1,113.90 987.00 872.085 114.915 126.90

1976 895.05 757.35 669.375 87.975 137.70 1,208.70 1,071.00 946.305 124.695 137.70

1977 965.25 816.75 721.875 94.875 148.50 1,303.50 1,155.00 1,020.525 134.475 148.50

1978 1,070.85 893.85 756.675 137.175 177.00 1,433.70 1,256.70 1,063.77 192.93 177.00

1979 1,403.77 1,163.32 991.59 171.75 240.45 1,854.90 1,614.45 1,376.29 238.16 240.45

1980 1,587.67 1,315.72 1,170.68 145.04 271.95 2,097.90 1,825.95 1,624.58 201.37 271.95

1981 1,975.05 1,588.95 1,395.90 193.05 386.10 2,762.10 2,376.00 2,086.43 289.57 386.10

1982 2,170.80 1,749.60 1,482.30 267.30 421.20 3,029.40 2,608.20 2,207.25 400.95 421.20

1983 2,391.90 1,927.80 1,704.675 223.125 464.10 3,337.95 2,873.85 2,539.1625 334.6875 464.10

1984 a 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

(Continued)
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2008 ♦ 2.7

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

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 3,757.20 3,187.56 569.64 b b 7,514.40 6,375.12 1,139.28 b

1995 b 3,794.40 3,219.12 575.28 b b 7,588.80 6,438.24 1,150.56 b

1996 b 3,887.40 3,298.02 589.38 b b 7,774.80 6,596.04 1,178.76 b

1997 b 4,054.80 3,498.90 555.90 b b 8,109.60 6,997.80 1,111.80 b

1998 b 4,240.80 3,659.40 581.40 b b 8,481.60 7,318.80 1,162.80 b

1999 b 4,501.20 3,884.10 617.10 b b 9,002.40 7,768.20 1,234.20 b

2000 b 4,724.40 4,038.60 685.80 b b 9,448.80 8,077.20 1,371.60 b

2001 b 4,984.80 4,261.20 723.60 b b 9,969.60 8,522.40 1,447.20 b

2002 b 5,236.80 4,499.70 764.10 b b 10,527.60 8,999.40 1,528.20 b

2003 b 5,394.00 4,611.00 783.00 b b 10,788.00 9,222.00 1,566.00 b

2004 b 5,449.80 4,658.70 791.10 b b 10,899.60 9,317.40 1,582.20 b

2005 b 5,580.00 4,770.00 810.00 b b 11,160.00 9,540.00 1,620.00 b

2006 b 5,840.40 4,992.60 847.80 b b 11,680.80 9,985.20 1,695.60 b

2007 b 6,045.00 5,167.50 877.50 b b 12,090.00 10,335.00 1,755.00 b

2008 b 6,324.00 5,406.00 918.00 b b 12,648.00 10,812.00 1,836.00 b

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: DI = Disability Insurance; HI = Hospital Insurance; OASI = Old-Age and Survivors Insurance; OASDI = Old-Age, Survivors, and Disability Insurance;

. . . = not applicable.

a. Tables 2.A3 and 2.A4 show the tax rate and tax amount paid by employers and received by the OASDI trust funds. In 1984, the 5.7 percent OASDI tax on taxable 

wages of employees was offset by a tax credit of 0.3 percent, resulting in an effective employee tax rate of 5.4 percent. However, the OASDI trust funds received the 

full 5.7 percent because of a general revenue transfer equivalent to 0.3 percent of taxable wages. Similar credits of 2.7 percent, 2.3 percent, and 2.0 percent were 

allowed against the combined OASDI and HI taxes on net earnings from self-employment in 1984, 1985, and from 1986 to 1989, respectively.

b. Upper limit on earnings subject to HI taxes was repealed by the Omnibus Budget Reconciliation Act (OBRA) of 1993.

Table 2.A4—Maximum annual amount of contributions, 1937–2008 (in dollars)—Continued

Year

Employee Self-employed person

Total,

OASDI

and HI

Subtotal,

OASDI OASI DI HI

Total,

OASDI

and HI

Subtotal,

OASDI OASI DI HI
2.A OASDI: Coverage, Financing, and Insured Status

2.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 2.A5—Tax credits enacted in 1983

Group Tax payable under—

Percentage

of earnings Tax credit, effective with respect to—

Employee Federal Insurance Contributions Act (FICA) 0.3 Remuneration paid in calendar year 1984

Self-employed Self-Employment Contributions Act (SECA) 2.7 Self-employment income for taxable years beginning in 1984

2.3 Self-employment income for taxable years beginning in 1985

2.0 Self-employment income for taxable years beginning in 1986, 1987, 1988, 

and 1989

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).

NOTES: During this period, scheduled taxes were credited to the Social Security (Old-Age, Survivors, and Disability Insurance, or OASDI) trust funds, monies for tax 

credits were paid from the Treasury, and the reduced tax rates were paid by employees and the self-employed.

Tables 2.A3 and 2.A4 show the tax rate and tax amount paid by employers and received by the OASDI trust funds. In 1984, the 5.7 percent OASDI tax on taxable wages 

of employees was offset by a tax credit of 0.3 percent, resulting in an effective employee tax rate of 5.4 percent. However, the OASDI trust funds received the full 

5.7 percent because of a general revenue transfer equivalent to 0.3 percent of taxable wages. Similar credits of 2.7 percent, 2.3 percent, and 2.0 percent were allowed 

against the combined OASDI and Hospital Insurance (HI) taxes on net earnings from self-employment in 1984, 1985, and from 1986 to 1989, respectively.
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2008 ♦ 2.9

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 2.A6—Appropriations from general revenues and interfund borrowing provisions, by type of transaction 

and year enacted

Year enacted Provision

Appropriations from general revenues

1935 Annual appropriations to the old-age reserve account to provide payments; direct appropriation to pay for administrative expenses.

1939 Trust fund created from which benefits and administrative expenses were to be paid.

1944 General authorization to finance benefits and payments.

1947 For cost of gratuitous military service wage credits.

1950 General authorization repealed.

1951 Railroad interchange provisions enacted.

1956 For cost of gratuitous military service wage credits.

1966 For cost of transitional uninsured monthly benefits for those aged 72 and older with fewer than 3 quarters of coverage.

1972 For cost of gratuitous wage credits for Japanese-American internees.

1983 A lump-sum payment to the Old-Age, Survivors, and Disability Insurance (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 employeremployee OASDI taxes on the gratuitous wage credits for service after 1956 and before 1984 but less any amounts previously transferred. After 

1983, the trust funds will be reimbursed on a current basis for employer-employee taxes on such wage credits for service after 1983.

A lump-sum payment to the OASDI trust funds representing the amount of uncashed benefit checks (including interest) issued in the past. In the 

future, the trust funds will be credited on a regular basis. All transfers made for uncashed benefit checks will be subject to the annual 

appropriation process.

Transfers in each year from the Treasury Department to the OASDI trust funds of amounts equal to income tax receipts attributable to inclusion of 

Social Security benefits in taxable income.

For tax credits for part of the 1984 employment FICA tax and part of the tax on self-employment income under SECA for 1984–1989, see 

Table 2.A5.

1993 Transfers in each year from the Treasury Department to the Hospital Insurance (HI) trust fund of amounts equal to income tax receipts 

attributable to the increased portions of Social Security benefits included in taxable income under the 1993 Act.

Interfund borrowing

1981 Interfund borrowing permitted among Old-Age and Survivors Insurance (OASI), Disability Insurance (DI), and Hospital Insurance (HI) trust funds 

as needed until December 31, 1982. For all or part of any loan to be repaid, the managing trustee determines if assets of borrowing trust fund(s) 

are sufficient for that purpose. Interest with respect to any outstanding loan balance at a rate equal to the rate earned by lending trust fund is 

transferred from time to time.

1983 Interfund borrowing reauthorized among OASI, DI, and HI trust funds for calendar years 1983–1987, with provisions for scheduled repayment, no 

later than December 31, 1989, of principal and interest (including amounts borrowed in 1982). No borrowing permitted from any fund that has 

been reduced to specified levels.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).
2.A OASDI: Coverage, Financing, and Insured Status

2.10 ♦ Annual Statistical Supplement, 2008

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

Year enacted Provision

Quarter of coverage

1939 Calendar quarter in which $50 of wages is earned. Four quarters of coverage (QC) are credited for covered earnings equal to maximum limitation for 

the year.

1946 Calendar quarter in which $50 of wages is paid.

1950 Calendar quarter credited with $100 of self-employment income (reported annually).

1954 Calendar quarter credited with $100 of agricultural wages (reported annually).

1977 Calendar quarters of coverage (up to 4) for each $250 of annual earnings, effective January 1, 1978 (effective on January 1 of each year, dollar amount 

subject to automatic increase):

Year Amount (dollars)

1979 260

1980 290

1981 310

1982 340

1983 370

1984 390

1985 410

1986 440

1987 460

1988 470

1989 500

1990 520

1991 540

1992 570

1993 590

1994 620

1995 630

1996 640

1997 670

1998 700

1999 740

2000 780

2001 830

2002 870

2003 890

2004 900

2005 920

2006 970

2007 1,000

2008 1,050

Disability definition

1954 Inability to engage in substantial gainful activity because of any medically determinable permanent physical or mental impairment.

1965 Disability lasting at least 12 months. For blind persons aged 55–64, inability to engage in usual occupation.

1967 Disability that precludes engagement in any substantial gainful work existing in the national economy. For surviving spouse, disability precludes any 

gainful activity.

1990 More restrictive definition for surviving spouse eliminated.

Period of disability

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

1972 At least 5 months of disability.

(Continued)
2.A OASDI: Coverage, Financing, and Insured Status

Annual Statistical Supplement, 2008 ♦ 2.11

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Fully insured

1935 Cumulative wages of $2,000 and employment in each of 5 years after 1936 and before attainment of age 65.

1939 QC equal to one-half the quarters elapsed after 1936 (or quarter in which age 21 attained) and before quarter of death or attainment of age 65. 

Minimum 6 QC, maximum 40 QC.

1950 Elapsed period measured after 1950 (QC earned at any time are used).

1954 Period of disability excluded from elapsed period. Alternatively, QC earned in all quarters after 1954 and before quarter in which age 65 attained 

(minimum 6 QC).

1956 Elapsed period measured to age 62 for women. Alternatively, QC earned in all except 4 quarters after 1954 and before quarter in which age 65 attained 

(62 for women).

1960 QC reduced to one-third the elapsed quarters.

1961 QC equal to years elapsed after 1950 (or year age 21 attained) and before year of death or age 65 (62 for women).

1972 Elapsed period for men reaching age 62 after 1972, measured to age 62 or to 1975, if later.

1983 Any person aged 55 or older on January 1, 1984, and employed by a nonprofit organization to whose employees coverage is extended solely by 

reason of the new compulsory coverage provision will be deemed fully insured upon subsequently acquiring 6 QC if aged 60 or older on January 1, 

1984; 8 QC if aged 59; 12 QC if aged 58; 16 QC if aged 57; and 20 QC if aged 55 or 56.

2004 Workers who are not citizens or nationals of the United States (referred to here as noncitizens) must meet additional requirements to be fully or 

currently insured. Noncitizen workers whose Social Security number (SSN) was originally assigned on or after January 1, 2004, must have been issued 

an SSN for work purposes at any time on or after January 1, 2004; or must have been admitted to the United States at any time as a nonimmigrant 

visitor for business (B-1) or as an alien crewman (D-1 or D-2).

Currently insured

1939 6 QC earned in 12 quarters before quarter of death.

1946 6 QC earned in preceding 13 quarters, including quarter of death.

1950 Including quarter of retirement added.

1954 Including quarter of disablement added.

2004 Workers who are not citizens or nationals of the United States (referred to here as noncitizens) must meet additional requirements to be fully or 

currently insured. Noncitizen workers whose Social Security number (SSN) was originally assigned on or after January 1, 2004, must have been issued 

an SSN for work purposes at any time on or after January 1, 2004; or must have been admitted to the United States at any time as a nonimmigrant 

visitor for business (B-1) or as an alien crewman (D-1 or D-2).

Disability insured

1954 20 QC earned in last 40 quarters, including quarter of disablement, and currently insured.

1956 Fully insured requirement added.

1958 Currently insured requirement eliminated.

1960 Alternatively, 20 QC earned before quarter of disablement (not necessarily in last 40 quarters) but QC earned in all quarters after 1950, with minimum 

of 6 QC.

1965 Alternatively, for blind under age 31, QC earned in one-half the quarters elapsed after age 21, with minimum of 6 QC. For blind under age 24, 6 QC 

earned in preceding 12 quarters.

1967 For all disabled under age 31, same alternative.

1972 For blind, requirement for recent QC eliminated.

1983 For those who become disabled again at age 31 or older and who were previously disabled before age 31, same alternative as that for those under 

age 31.

Transitionally insured

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

Requirement for special age-72 monthly benefit

1966 3 QC for each year elapsed after 1966 and before attainment of age 72. (No QC if aged 72 before 1968.)

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

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

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

2.12 ♦ Annual Statistical Supplement, 2008

Table 2.A8—Factors for indexing earnings, 1951–2008

Year

Annual

maximum

taxable

earnings

(dollars)

Average

annual

wage a

(dollars)

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

1993 1994 1995 1996 1997 1998 1999 2000

1951 3,600 2,799.16 7.7921948 8.1936795 8.2641471 8.4859494 8.8260978 9.2577416 9.7979394 10.3107504

1952 3,600 2,973.32 7.3357728 7.7137409 7.7800809 7.9888912 8.3091157 8.7154763 9.2240324 9.7068059

1953 3,600 3,139.44 6.9476085 7.3055768 7.3684065 7.5661679 7.8694481 8.2543065 8.7359529 9.1931809

1954 3,600 3,155.64 6.9119418 7.2680724 7.3305795 7.5273257 7.8290489 8.2119317 8.6911054 9.1459862

1955 4,200 3,301.44 6.6066928 6.9470958 7.0068425 7.1948998 7.4832982 7.8492718 8.3072841 8.7420762

1956 4,200 3,532.36 6.1747953 6.4929452 6.5487861 6.7245496 6.9940946 7.3361435 7.7642143 8.1705828

1957 4,200 3,641.72 5.9893677 6.2979636 6.3521276 6.5226129 6.7840636 7.1158409 7.5310568 7.9252221

1958 4,200 3,673.80 5.9370679 6.2429691 6.2966601 6.4656568 6.7248244 7.0537046 7.4652948 7.8560183

1959 4,800 3,855.80 5.6568287 5.9482909 5.9994476 6.1604673 6.4074018 6.7207583 7.1129208 7.4852015

1960 4,800 4,007.12 5.4432111 5.7236669 5.7728918 5.9278310 6.1654405 6.4669638 6.8443171 7.2025395

1961 4,800 4,086.76 5.3371375 5.6121279 5.6603936 5.8123134 6.0452926 6.3409400 6.7109397 7.0621813

1962 4,800 4,291.40 5.0826304 5.3445076 5.3904716 5.5351470 5.7570164 6.0385655 6.3909214 6.7254136

1963 4,800 4,396.64 4.9609702 5.2165790 5.2614428 5.4026552 5.6192138 5.8940236 6.2379453 6.5644310

1964 4,800 4,576.32 4.7661877 5.0117605 5.0548629 5.1905308 5.3985866 5.6626066 5.9930250 6.3066918

1965 4,800 4,658.72 4.6818869 4.9231162 4.9654562 5.0987245 5.3031004 5.5624506 5.8870248 6.1951437

1966 6,600 4,938.36 4.4167699 4.6443394 4.6842818 4.8100037 5.0028066 5.2474708 5.5536656 5.8443370

1967 6,600 5,213.44 4.1837251 4.3992872 4.4371221 4.5562105 4.7388404 4.9705952 5.2606341 5.5359686

1968 7,800 5,571.76 3.9146697 4.1163690 4.1517707 4.2632005 4.4340855 4.6509361 4.9223226 5.1799503

1969 7,800 5,893.76 3.7007954 3.8914751 3.9249427 4.0302846 4.1918334 4.3968367 4.6533961 4.8969486

1970 7,800 6,186.24 3.5258251 3.7074895 3.7393748 3.8397363 3.9936472 4.1889581 4.4333876 4.6654252

1971 7,800 6,497.08 3.3571389 3.5301120 3.5604718 3.6560316 3.8025790 3.9885456 4.2212809 4.4422171

1972 9,000 7,133.80 3.0575009 3.2150355 3.2426855 3.3297163 3.4631837 3.6325521 3.8445148 4.0457316

1973 10,800 7,580.16 2.8774591 3.0257171 3.0517390 3.1336449 3.2592531 3.4186482 3.6181294 3.8074975

1974 13,200 8,030.76 2.7160070 2.8559464 2.8805082 2.9578184 3.0763788 3.2268303 3.4151189 3.5938616

1975 14,100 8,630.92 2.5271466 2.6573552 2.6802091 2.7521435 2.8624596 3.0024493 3.1776450 3.3439587

1976 15,300 9,226.48 2.3640218 2.4858256 2.5072043 2.5744954 2.6776907 2.8086443 2.9725312 3.1281095

1977 16,500 9,779.44 2.2303527 2.3452693 2.3654391 2.4289254 2.5262858 2.6498348 2.8044551 2.9512365

1978 17,700 10,556.03 2.0662692 2.1727316 2.1914176 2.2502333 2.3404310 2.4548907 2.5981359 2.7341188

1979 22,900 11,479.46 1.9000545 1.9979529 2.0151357 2.0692202 2.1521622 2.2574145 2.3891368 2.5141810

1980 25,900 12,513.46 1.7430511 1.8328600 1.8486230 1.8982384 1.9743268 2.0708821 2.1917200 2.3064316

1981 29,700 13,773.10 1.5836377 1.6652330 1.6795543 1.7246321 1.7937618 1.8814864 1.9912728 2.0954934

1982 32,400 14,531.34 1.5010040 1.5783417 1.5919158 1.6346414 1.7001639 1.7833111 1.8873690 1.9861513

1983 35,700 15,239.24 1.4312787 1.5050239 1.5179674 1.5587083 1.6211871 1.7004719 1.7996960 1.8938897

1984 37,800 16,135.07 1.3518132 1.4214639 1.4336889 1.4721678 1.5311777 1.6060606 1.6997757 1.7887397

1985 39,600 16,822.51 1.2965723 1.3633768 1.3751022 1.4120087 1.4686072 1.5404301 1.6303156 1.7156441

1986 42,000 17,321.82 1.2591979 1.3240768 1.3354642 1.3713068 1.4262739 1.4960264 1.5833209 1.6661898

1987 43,800 18,426.51 1.1837076 1.2446969 1.2554016 1.2890954 1.3407672 1.4063379 1.4883991 1.5662999

1988 45,000 19,334.04 1.1281450 1.1862715 1.1964737 1.2285860 1.2778323 1.3403251 1.4185344 1.4927785

1989 48,000 20,099.55 1.0851785 1.1410912 1.1509049 1.1817941 1.2291648 1.2892776 1.3645082 1.4359247

1990 51,300 21,027.98 1.0372656 1.0907096 1.1000900 1.1296154 1.1748946 1.2323533 1.3042622 1.3725256

1991 53,400 21,811.60 1.0000000 1.0515240 1.0605673 1.0890320 1.1326844 1.1880788 1.2574043 1.3232152

1992 55,500 22,935.42 1.0000000 1.0000000 1.0086002 1.0356702 1.0771837 1.1298638 1.1957924 1.2583785

1993 57,600 23,132.67 1.0000000 1.0000000 1.0000000 1.0268391 1.0679986 1.1202295 1.1855960 1.2476485

1994 60,600 23,753.53 1.0000000 1.0000000 1.0000000 1.0000000 1.0400837 1.0909494 1.1546073 1.2150379

1995 61,200 24,705.66 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0489054 1.1101100 1.1682117

1996 62,700 25,913.90 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0583509 1.1137436

1997 65,400 27,426.00 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0523387

1998 68,400 28,861.44 1.0000000 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 1.0000000

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

2001 80,400 32,921.92 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2002 84,900 33,252.09 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2003 87,000 34,064.95 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2004 87,900 35,648.55 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2005 90,000 36,952.94 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2006 94,200 38,651.41 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2007 97,500 -- 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2008 102,000 -- 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.13

Table 2.A8—Factors for indexing earnings, 1951–2008—Continued

Year

Annual

maximum

taxable

earnings

(dollars)

Average

annual

wage a

(dollars)

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

2001 2002 2003 2004 2005 2006 2007 2008

1951 3,600 2,799.16 10.8853513 11.4873105 11.7613570 11.8793102 12.1697045 12.7354456 13.2014390 13.8082175

1952 3,600 2,973.32 10.2477500 10.8144498 11.0724443 11.1834885 11.4568731 11.9894764 12.4281746 12.9994114

1953 3,600 3,139.44 9.7055016 10.2422152 10.4865581 10.5917265 10.8506453 11.3550665 11.7705514 12.3115619

1954 3,600 3,155.64 9.6556768 10.1896351 10.4327236 10.5373522 10.7949418 11.2967734 11.7101254 12.2483585

1955 4,200 3,301.44 9.2292575 9.7396348 9.9719880 10.0719959 10.3182096 10.7978791 11.1929764 11.7074398

1956 4,200 3,532.36 8.6259158 9.1029284 9.3200919 9.4135620 9.6436801 10.0919923 10.4612610 10.9420925

1957 4,200 3,641.72 8.3668816 8.8295695 9.0402118 9.1308750 9.3540827 9.7889322 10.1471118 10.6135041

1958 4,200 3,673.80 8.2938211 8.7524688 8.9612717 9.0511432 9.2724019 9.7034542 10.0585062 10.5208258

1959 4,800 3,855.80 7.9023393 8.3393381 8.5382852 8.6239146 8.8347295 9.2454354 9.5837284 10.0242258

1960 4,800 4,007.12 7.6039250 8.0244215 8.2158558 8.2982516 8.5011055 8.8963021 9.2218202 9.6456832

1961 4,800 4,086.76 7.4557449 7.8680471 8.0557508 8.1365409 8.3354418 8.7229370 9.0421116 9.4577147

1962 4,800 4,291.40 7.1002097 7.4928508 7.6716037 7.7485413 7.9379573 8.3069744 8.6109288 9.0067134

1963 4,800 4,396.64 6.9302558 7.3134985 7.4879726 7.5630686 7.7479507 8.1081348 8.4048137 8.7911246

1964 4,800 4,576.32 6.6581533 7.0263487 7.1939724 7.2661199 7.4437430 7.7897852 8.0748156 8.4459588

1965 4,800 4,658.72 6.5403888 6.9020718 7.0667308 7.1376022 7.3120836 7.6520053 7.9319942 8.2965729

1966 6,600 4,938.36 6.1700322 6.5112345 6.6665695 6.7334277 6.8980289 7.2187022 7.4828364 7.8267704

1967 6,600 5,213.44 5.8444789 6.1676782 6.3148171 6.3781476 6.5340639 6.8378173 7.0880148 7.4138016

1968 7,800 5,571.76 5.4686203 5.7710346 5.9087111 5.9679688 6.1138581 6.3980771 6.6321844 6.9370199

1969 7,800 5,893.76 5.1698474 5.4557396 5.5858942 5.6419145 5.7798332 6.0485242 6.2698413 6.5580224

1970 7,800 6,186.24 4.9254216 5.1977970 5.3217981 5.3751697 5.5065678 5.7625553 5.9734087 6.2479648

1971 7,800 6,497.08 4.6897745 4.9491187 5.0671871 5.1180053 5.2431169 5.4868572 5.6876227 5.9490433

1972 9,000 7,133.80 4.2711935 4.5073902 4.6149205 4.6612030 4.7751479 4.9971334 5.1799798 5.4180675

1973 10,800 7,580.16 4.0196830 4.2419711 4.3431695 4.3867267 4.4939619 4.7028757 4.8749551 5.0990230

1974 13,200 8,030.76 3.7941415 4.0039573 4.0994775 4.1405907 4.2418090 4.4390008 4.6014250 4.8129206

1975 14,100 8,630.92 3.5303119 3.7255379 3.8144161 3.8526704 3.9468504 4.1303303 4.2814601 4.4782491

1976 15,300 9,226.48 3.3024339 3.4850582 3.5681994 3.6039844 3.6920852 3.8637216 4.0050962 4.1891827

1977 16,500 9,779.44 3.1157040 3.2880022 3.3664423 3.4002039 3.4833232 3.6452547 3.7786356 3.9523132

1978 17,700 10,556.03 2.8864867 3.0461092 3.1187786 3.1500564 3.2270607 3.3770793 3.5006475 3.6615479

1979 22,900 11,479.46 2.6542921 2.8010743 2.8678980 2.8966598 2.9674697 3.1054205 3.2190486 3.3670059

1980 25,900 12,513.46 2.4349652 2.5696186 2.6309206 2.6573058 2.7222647 2.8488164 2.9530554 3.0887868

1981 29,700 13,773.10 2.2122717 2.3346102 2.3903057 2.4142778 2.4732958 2.5882735 2.6829791 2.8062971

1982 32,400 14,531.34 2.0968362 2.2127911 2.2655805 2.2883017 2.3442401 2.4532184 2.5429823 2.6598655

1983 35,700 15,239.24 1.9994330 2.1100015 2.1603387 2.1820045 2.2353444 2.3392604 2.4248545 2.5363082

1984 37,800 16,135.07 1.8884232 1.9928528 2.0403952 2.0608581 2.1112366 2.2093830 2.2902250 2.3954907

1985 39,600 16,822.51 1.8112541 1.9114163 1.9570159 1.9766426 2.0249624 2.1190982 2.1966365 2.2976007

1986 42,000 17,321.82 1.7590438 1.8563188 1.9006040 1.9196649 1.9665918 2.0580141 2.1333174 2.2313712

1987 43,800 18,426.51 1.6535871 1.7450304 1.7866606 1.8045788 1.8486925 1.9346339 2.0054226 2.0975980

1988 45,000 19,334.04 1.5759686 1.6631196 1.7027957 1.7198728 1.7619158 1.8438231 1.9112891 1.9991378

1989 48,000 20,099.55 1.5159464 1.5997781 1.6379431 1.6543699 1.6948116 1.7735994 1.8384959 1.9229988

1990 51,300 21,027.98 1.4490141 1.5291445 1.5656245 1.5813259 1.6199820 1.6952912 1.7573224 1.8380943

1991 53,400 21,811.60 1.3969557 1.4742073 1.5093767 1.5245140 1.5617813 1.6343849 1.6941875 1.7720575

1992 55,500 22,935.42 1.3285059 1.4019721 1.4354182 1.4498139 1.4852551 1.5543012 1.6111735 1.6852279

1993 57,600 23,132.67 1.3171778 1.3900177 1.4231786 1.4374514 1.4725905 1.5410478 1.5974351 1.6708581

1994 60,600 23,753.53 1.2827500 1.3536860 1.3859801 1.3998799 1.4341005 1.5007685 1.5556820 1.6271859

1995 61,200 24,705.66 1.2333141 1.3015163 1.3325659 1.3459300 1.3788318 1.4429305 1.4957277 1.5644759

1996 62,700 25,913.90 1.1758107 1.2408329 1.2704348 1.2831758 1.3145435 1.3756536 1.4259891 1.4915320

1997 65,400 27,426.00 1.1109837 1.1724211 1.2003909 1.2124294 1.2420677 1.2998086 1.3473689 1.4092981

1998 68,400 28,861.44 1.0557283 1.1141100 1.1406888 1.1521286 1.1802928 1.2351619 1.2803568 1.3392059

1999 72,600 30,469.84 1.0000000 1.0552999 1.0804756 1.0913116 1.1179891 1.1699618 1.2127711 1.2685137

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.14 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

2000 76,200 32,154.82 1.0000000 1.0000000 1.0238565 1.0341246 1.0594042 1.1086534 1.1492193 1.2020409

2001 80,400 32,921.92 1.0000000 1.0000000 1.0000000 1.0100289 1.0347194 1.0828211 1.1224418 1.1740327

2002 84,900 33,252.09 1.0000000 1.0000000 1.0000000 1.0000000 1.0244454 1.0720695 1.1112968 1.1623754

2003 87,000 34,064.95 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0464877 1.0847789 1.1346387

2004 87,900 35,648.55 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0365903 1.0842351

2005 90,000 36,952.94 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0459631

2006 94,200 38,651.41 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2007 97,500 -- 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2008 102,000 -- 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: -- = not available.

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.

b. The indexing factor for a given year represents the ratio of the average annual wage for the second year before the year of first eligibility to the average annual wage 

for the year to be indexed. Multiplying a worker’s covered earnings, up to the maximum taxable amounts for various years after 1951, by the indicated factors gives 

the indexed earnings. Earnings in the year before the year of first eligibility, and any earnings thereafter, are not indexed. The actual taxable earnings for those years 

are considered in calculating the average indexed monthly earnings (AIME).

Table 2.A8—Factors for indexing earnings, 1951–2008—Continued

Year

Annual

maximum

taxable

earnings

(dollars)

Average

annual

wage a

(dollars)

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

2001 2002 2003 2004 2005 2006 2007 2008
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.15

Table 2.A9—Indexed earnings for workers with maximum earnings, 1951–2008 (in dollars)

Year

Annual

maximum

taxable

earnings

Average

annual

wage a

Annual maximum indexed earnings for workers who were first eligible

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

2001 2002 2003 2004 2005 2006 2007 2008

1951 3,600 2,799.16 39,187.26 41,354.32 42,340.89 42,765.52 43,810.94 45,847.60 47,525.18 49,709.58

1952 3,600 2,973.32 36,891.90 38,932.02 39,860.80 40,260.56 41,244.74 43,162.12 44,741.43 46,797.88

1953 3,600 3,139.44 34,939.81 36,871.97 37,751.61 38,130.22 39,062.32 40,878.24 42,373.99 44,321.62

1954 3,600 3,155.64 34,760.44 36,682.69 37,557.81 37,934.47 38,861.79 40,668.38 42,156.45 44,094.09

1955 4,200 3,301.44 38,762.88 40,906.47 41,882.35 42,302.38 43,336.48 45,351.09 47,010.50 49,171.25

1956 4,200 3,532.36 36,228.85 38,232.30 39,144.39 39,536.96 40,503.46 42,386.37 43,937.30 45,956.79

1957 4,200 3,641.72 35,140.90 37,084.19 37,968.89 38,349.67 39,287.15 41,113.52 42,617.87 44,576.72

1958 4,200 3,673.80 34,834.05 36,760.37 37,637.34 38,014.80 38,944.09 40,754.51 42,245.73 44,187.47

1959 4,800 3,855.80 37,931.23 40,028.82 40,983.77 41,394.79 42,406.70 44,378.09 46,001.90 48,116.28

1960 4,800 4,007.12 36,498.84 38,517.22 39,436.11 39,831.61 40,805.31 42,702.25 44,264.74 46,299.28

1961 4,800 4,086.76 35,787.58 37,766.63 38,667.60 39,055.40 40,010.12 41,870.10 43,402.14 45,397.03

1962 4,800 4,291.40 34,081.01 35,965.68 36,823.70 37,193.00 38,102.20 39,873.48 41,332.46 43,232.22

1963 4,800 4,396.64 33,265.23 35,104.79 35,942.27 36,302.73 37,190.16 38,919.05 40,343.11 42,197.40

1964 4,800 4,576.32 31,959.14 33,726.47 34,531.07 34,877.38 35,729.97 37,390.97 38,759.11 40,540.60

1965 4,800 4,658.72 31,393.87 33,129.94 33,920.31 34,260.49 35,098.00 36,729.63 38,073.57 39,823.55

1966 6,600 4,938.36 40,722.21 42,974.15 43,999.36 44,440.62 45,526.99 47,643.43 49,386.72 51,656.68

1967 6,600 5,213.44 38,573.56 40,706.68 41,677.79 42,095.77 43,124.82 45,129.59 46,780.90 48,931.09

1968 7,800 5,571.76 42,655.24 45,014.07 46,087.95 46,550.16 47,688.09 49,905.00 51,731.04 54,108.76

1969 7,800 5,893.76 40,324.81 42,554.77 43,569.98 44,006.93 45,082.70 47,178.49 48,904.76 51,152.57

1970 7,800 6,186.24 38,418.29 40,542.82 41,510.02 41,926.32 42,951.23 44,947.93 46,592.59 48,734.13

1971 7,800 6,497.08 36,580.24 38,603.13 39,524.06 39,920.44 40,896.31 42,797.49 44,363.46 46,402.54

1972 9,000 7,133.80 38,440.74 40,566.51 41,534.28 41,950.83 42,976.33 44,974.20 46,619.82 48,762.61

1973 10,800 7,580.16 43,412.58 45,813.29 46,906.23 47,376.65 48,534.79 50,791.06 52,649.52 55,069.45

1974 13,200 8,030.76 50,082.67 52,852.24 54,113.10 54,655.80 55,991.88 58,594.81 60,738.81 63,530.55

1975 14,100 8,630.92 49,777.40 52,530.09 53,783.27 54,322.65 55,650.59 58,237.66 60,368.59 63,143.31

1976 15,300 9,226.48 50,527.24 53,321.39 54,593.45 55,140.96 56,488.90 59,114.94 61,277.97 64,094.49

1977 16,500 9,779.44 51,409.12 54,252.04 55,546.30 56,103.36 57,474.83 60,146.70 62,347.49 65,213.17

1978 17,700 10,556.03 51,090.81 53,916.13 55,202.38 55,756.00 57,118.98 59,774.30 61,961.46 64,809.40

1979 22,900 11,479.46 60,783.29 64,144.60 65,674.86 66,333.51 67,955.06 71,114.13 73,716.21 77,104.44

1980 25,900 12,513.46 63,065.60 66.553.12 68,140.84 68,824.22 70,506.65 73,784.34 76,484.13 79,999.58

1981 29,700 13,773.10 65,704.47 69,337.92 70,992.08 71,704.05 73,456.88 76,871.72 79,684.48 83,347.02

1982 32,400 14,531.34 67,937.49 71,694.43 73,404.81 74,140.98 75,953.38 79,484.27 82,392.63 86,179.64

1983 35,700 15,239.24 71,379.76 75,327.06 77,124.09 77,897.56 79,801.80 83,511.59 86,567.31 90,546.20

1984 37,800 16,135.07 71,382.40 75,329.84 77,126.94 77,900.44 79,804.74 83,514.68 86,570.50 90,549.55

1985 39,600 16,822.51 71,725.66 75,692.09 77,497.83 78,275.05 80,188.51 83,916.29 86,986.81 90,984.99

1986 42,000 17,321.82 73,879.84 77,965.39 79,825.37 80,625.93 82,596.86 86,436.59 89,599.33 93,717.59

1987 43,800 18,426.51 72,427.12 76,432.33 78,255.74 79,040.55 80,972.73 84,736.96 87,837.51 91,874.79

1988 45,000 19,334.04 70,918.59 74,840.38 76,625.81 77,394.28 79,286.21 82,972.04 86,008.01 89,961.20

1989 48,000 20,099.55 72,765.43 76,789.35 78,621.27 79,409.75 81,350.96 85,132.77 88,247.80 92,303.94

1990 51,300 21,027.98 74,334.42 78,445.11 80,316.54 81,122.02 83,105.08 86,968.44 90,150.64 94,294.24

1991 53,400 21,811.60 74,597.44 78,722.67 80,600.71 81,409.05 83,399.12 87,276.15 90,469.61 94,627.87

1992 55,500 22,935.42 73,732.08 77,809.45 79,665.71 80,464.67 82,431.66 86,263.71 89,420.13 93,530.15

1993 57,600 23,132.67 75,869.44 80,065.02 81,975.09 82,797.20 84,821.21 88,764.35 92,012.26 96,241.43

1994 60,600 23,753.53 77,734.65 82,033.37 83,990.39 84,832.72 86,906.49 90,946.57 94,274.33 98,607.47

1995 61,200 24,705.66 75,478.83 79,652.80 81,553.03 82,370.92 84,384.51 88,307.35 91,538.54 95,745.93

1996 62,700 25,913.90 73,723.33 77,800.22 79,656.26 80,455.12 82,421.88 86,253.48 89,409.52 93,519.05

1997 65,400 27,426.00 72,658.34 76,676.34 78,505.56 79,292.89 81,231.23 85,007.48 88,117.93 92,168.10

1998 68,400 28,861.44 72,211.82 76,205.13 78,023.11 78,805.60 80,732.03 84,485.07 87,576.40 91,601.68

1999 72,600 30,469.84 72,600.00 76,614.77 78,442.53 79,229.22 81,166.01 84,939.23 88,047.18 92,094.10

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.16 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

2000 76,200 32,154.82 76,200.00 76,200.00 78,017.86 78,800.29 80,726.60 84,479.39 87,570.51 91,595.52

2001 80,400 32,921.92 80,400.00 80,400.00 80,400.00 81,206.32 83,191.44 87,058.82 90,244.32 94,392.23

2002 84,900 33,252.09 84,900.00 84,900.00 84,900.00 84,900.00 86,975.41 91,018.70 94,349.10 98,685.67

2003 87,000 34,064.95 87,000.00 87,000.00 87,000.00 87,000.00 87,000.00 91,044.43 94,375.77 98,713.57

2004 87,900 35,648.55 87,900.00 87,900.00 87,900.00 87,900.00 87,900.00 87,900.00 91,116.28 95,304.27

2005 90,000 36,952.94 90,000.00 90,000.00 90,000.00 90,000.00 90,000.00 90,000.00 90,000.00 94,136.67

2006 94,200 38,651.41 94,200.00 94,200.00 94,200.00 94,200.00 94,200.00 94,200.00 94,200.00 94,200.00

2007 97,500 -- 97,500.00 97,500.00 97,500.00 97,500.00 97,500.00 97,500.00 97,500.00 97,500.00

2008 102,000 -- 102,000.00 102,000.00 102,000.00 102,000.00 102,000.00 102,000.00 102,000.00 102,000.00

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: -- = not available.

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.

b. A worker’s earnings for each year after 1950 and through the second year before the year of first eligibility are indexed by multiplying covered earnings, up to the 

maximum taxable amounts, by specified indexing factors (see Table 2.A8). The indexing factor for a given year represents the ratio of the average annual wage for 

the second year before the year of first eligibility to the average annual wage for the year to be indexed. For example, if the year of first eligibility is 2008, the indexing 

factor for 1982 is $38,651.41/14,531.34, or 2.6598655. Multiplication of maximum taxable earnings of $32,400 for 1982 by this factor gives maximum indexed earnings of $86,179.64 for 1982.

Table 2.A9—Indexed earnings for workers with maximum earnings, 1951–2008 (in dollars)—Continued

Year

Annual

maximum

taxable

earnings

Average

annual

wage a

Annual maximum indexed earnings for workers who were first eligible

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

2001 2002 2003 2004 2005 2006 2007 2008
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.17

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A10—Average monthly wage and average indexed monthly earnings provisions, by year enacted

Year enacted Provision

Average monthly wage (AMW)

1939 Computed using creditable earnings after 1936 and before year of death or retirement, divided by months after 1936 and before quarter of death 

or retirement, excluding months before age 22 in quarters not covered.

1950 Alternatively, computed using creditable earnings after 1950 (or year aged 21, if later) and before year of death, year of retirement, or subsequent 

year (or year age 65 attained if then insured), divided by number of months in those years.

1954 Earnings and months in 4 years may be excluded in all cases; 5 years if worker has 20 quarters of coverage. Period of disability may be 

excluded.

1956 Earnings and months in 5 years may be excluded in all cases. Computation period may end at age 62 for women then insured.

1960 Earnings may be used for any year after 1950 and before year of retirement but including year of death, with the number of years equal to the 

years elapsed after 1955 (or year age 26 attained) and before year of death or age 65 attained (62 for women).

Same method may be used for earnings after 1936 and years elapsed after 1941.

1972 Number of years for men reaching age 62 after 1972, measured to age 62 or to 1975, if later.

1977 For workers who attain age 62, become disabled, or die after 1978, excludes earnings in year of attainment of age 62 and later, computed using 

creditable earnings after 1936.

For workers who attain age 62 after 1978 and before 1984, excludes earnings in year of attainment of age 62 and later, computed using 

creditable earnings after 1950.

Average indexed monthly earnings (AIME)

1977 For workers who attain age 62, become disabled, or die after 1978, AIME is computed by using indexed earnings after 1950 for the same 

computation period applicable in calculating the AMW. Indexed earnings for a given year equal actual creditable earnings multiplied by the 

national average wage for the second year before worker attains age 62, becomes disabled, or dies, divided by the national average wage for the 

given year, except that for years after the second year before the worker attains age 62, becomes disabled, or dies, indexed earnings equal 

actual creditable earnings.

1980 For disabled workers, the number of years of earnings used equals the number of years elapsed after 1950 (or year age 21 attained, if later) and 

before year of disability, minus dropout years equal to one-fifth of the number of elapsed years rounded to the next lower integer (to a maximum 

of 5 dropout years). However, the number of years of earnings used is at least 2. Effective for initial entitlement after June 1980.

Disabled workers with computations using fewer than 3 dropout years under the one-fifth rule may be credited with additional dropout years 

based on child care, up to a total of 3 dropout years. (To receive this credit, a worker must have had no earnings in that year and have been living 

with his or her child or spouse’s child under age 3.) However, the number of years of earnings used is at least 2. Effective July 1981.

1983 For workers who die after 1978 but before attaining age 62, indexed earnings for a given year equal actual creditable earnings, multiplied by the 

national average wage for the earlier of (1) the year in which the worker reached or would have reached age 60 or (2) the second year before the 

survivor becomes eligible for aged or disabled widow(er) benefits, and then divided by the national average wage for the given year. This 

computation method applies only if it results in a higher benefit. Effective for surviving spouses first eligible after 1984.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).
2.A OASDI: Benefit Computation and Automatic Adjustments

2.18 ♦ Annual Statistical Supplement, 2008

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

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

Eligibility year

Calculation of PIA (based on percentage of AIME) a (dollars) First applicable cost-of-living adjustment Minimum PIA

based on indexed

earnings (dollars)

90 percent

of the first

Plus 32 percent

of the next

Plus 15 percent

of the amount above

Effective

date

Percentage

increase

Enacted in 1977 b

1979 180 905 1,085 June 1979 9.9 c 122

1980 194 977 1,171 June 1980 14.3 c 122

Enacted in 1981

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

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

Enacted in 1983

1983 254 1,274 1,528 December 1983 3.5 d

1984 267 1,345 1,612 December 1984 3.5 d

1985 280 1,411 1,691 December 1985 3.1 d

1986 297 1,493 1,790 December 1986 1.3 d

1987 310 1,556 1,866 December 1987 4.2 d

1988 319 1,603 1,922 December 1988 4.0 d

1989 339 1,705 2,044 December 1989 4.7 d

1990 356 1,789 2,145 December 1990 5.4 d

1991 370 1,860 2,230 December 1991 3.7 d

1992 387 1,946 2,333 December 1992 3.0 d

1993 401 2,019 2,420 December 1993 2.6 d

1994 422 2,123 2,545 December 1994 2.8 d

1995 426 2,141 2,567 December 1995 2.6 d

1996 437 2,198 2,635 December 1996 2.9 d

1997 455 2,286 2,741 December 1997 2.1 d

1998 477 2,398 2,875 December 1998 1.3 d

1999 505 2,538 3,043 December 1999 e 2.5 d

2000 531 2,671 3,202 December 2000 3.5 d

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.19

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Enacted in 1983 (cont.)

2001 561 2,820 3,381 December 2001 2.6 d

2002 592 2,975 3,567 December 2002 1.4 d

2003 606 3,047 3,653 December 2003 2.1 d

2004 612 3,077 3,689 December 2004 2.7 d

2005 627 3,152 3,779 December 2005 4.1 d

2006 656 3,299 3,955 December 2006 3.3 d

2007 680 3,420 4,100 December 2007 2.3 d

2008 711 3,577 4,288 December 2008 -- d

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTES: Eligible workers are those who attained age 62, became disabled, or died in the given year.

AIME = average indexed monthly earnings; AMW = average monthly wage; PIA = primary insurance amount; -- = not available.

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

the PIA formula in Table 2.A16) on the basis of 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.

b. The amendments in 1977 provided for annual automatic adjustments of bend points (AIME brackets) in benefit formula in proportion to increases in average wage 

level. As a result, separate formulas are applicable to workers who were first eligible in successive calendar years. The legislation also froze the minimum PIA at 

$122.

c. Not subject to automatic adjustments until earlier of year of attainment of age 65 or year of first receipt of benefits.

d. In 1981, legislation eliminated the minimum PIA for workers who attain age 62 or die after 1981 (after 1991 for members of certain religious orders). In 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 in December 1981 by 

legislation that restored the minimum PIA for workers who attained age 62 or died (before attaining age 62) before 1982.

e. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

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

workers who were first eligible in 1979 or later, by year of first eligibility—Continued

Eligibility year

Calculation of PIA (based on percentage of AIME) a (dollars) First applicable cost-of-living adjustment Minimum PIA

based on indexed

earnings (dollars)

90 percent

of the first

Plus 32 percent

of the next

Plus 15 percent

of the amount above

Effective

date

Percentage

increase
2.A OASDI: Benefit Computation and Automatic Adjustments

2.20 ♦ Annual Statistical Supplement, 2008

Table 2.A11.1—Computation of PIA based on Windfall Elimination Provision (WEP),

by year enacted

Year effective Provision

Enacted in 1983

1986 Workers first eligible for pensions based on noncovered employment and disability or retired workers after December 31, 1985.

a The benefit 

computation formula uses a reduced factor of the usual first AIME bend point.

Year

eligible

Factor

(percent)

1986 80

1987 70

1988 60

1989 50

1990 and later 40

WEP is not applicable to persons who were federal employees or nonprofit employees on January 1, 1984, and who were covered by Social Security 

on that date with no Civil Service Retirement System coverage; to persons with Railroad Retirement pensions; or to workers with 30 years of 

substantial Social Security earnings. Workers with 26–29 years of coverage have less than full WEP applied.b For benefits payable before

January 1989:

Years of

coverage

Factor

(percent)

26 50

27 60

28 70

29 80

Enacted in 1988

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

Years of

coverage

Factor

(percent)

21 45

22 50

23 55

24 60

25 65

26 70

27 75

28 80

29 85

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.21

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Enacted in 1988 (cont.)

1991 Earnings required for a year of substantial coverage (decoupled from the definition of a year of coverage for special minimum PIA).b

Year

Earnings

(dollars)

1991 9,900

1992 10,350

1993 10,725

1994 11,250

1995 11,325

1996 11,625

1997 12,150

1998 12,675

1999 13,425

2000 14,175

2001 14,925

2002 15,750

2003 16,125

2004 16,275

2005 16,725

2006 17,475

2007 18,150

2008 18,975

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

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

b. See Table 2.A12. Before 1991, a year of substantial coverage for WEP was the same amount as for the minimum PIA (25 percent of the "old law" contribution and 

benefit base). For 1991 and following, a year of substantial coverage under WEP provisions remains 25 percent of the old law base, while the criterion for computing 

the special minimum PIA was changed to 15 percent of the base.

Table 2.A11.1—Computation of PIA based on Windfall Elimination Provision (WEP),

by year enacted—Continued

Year effective Provision
2.A OASDI: Benefit Computation and Automatic Adjustments

2.22 ♦ Annual Statistical Supplement, 2008

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

Year enacted Number of years of coverage PIA computation

1972 For 1937–1950, the number (disregarding any remainder and not exceeding 14) 

obtained by dividing total creditable wages in 1937–1950 by $900

After 1950, the number of years with creditable earnings equal to at least

25 percent of the effective annual maximum taxable earnings, that is: Effective date

Amount a per year

of coverage over

10 years (dollars)

Maximum amount a

for workers with

30 or more years

of coverage

(dollars)

Year Amount (dollars) January 1973 8.50 170.00

1951–1954 900

1955–1958 1,050

1959–1965 1,200

1966–1967 1,650

1968–1971 1,950

1972 2,250

1973 2,700

1974 3,300

1975 3,525

1976 3,825

1977 4,125

1978 4,425

1973 . . .

Effective date

Amount a per year of

coverage over

10 years (dollars)

Maximum amount a

for workers with

30 or more years

of coverage

(dollars)

March 1974 9.00 180.00

1977 b After 1978, the number of years with creditable earnings equal to at least 

25 percent of what the annual taxable maximum would have been if the statutory 

increases in the maximum under the 1977 amendments had not been enacted 

(the "old law" contribution and benefit base), that is: Effective date

Amount a per year of

coverage over

10 years (dollars)

Maximum amount a

for workers with 30

or more years of

coverage (dollars)

Year Amount (dollars) January 1979 11.50 230.00

1979 4,725 June 1979 c 12.64 252.80

1980 5,100 June 1980 c 14.45 289.00

1981 5,500 June 1981 c 16.07 321.40

1982 6,075 June 1982 c 17.26 345.10

1983 6,675 December 1983 c 17.86 357.10

1984 7,050 December 1984 c 18.49 369.50

1985 7,425 December 1985 c 19.06 380.90

1986 7,875 December 1986 c 19.31 385.80

1987 8,175 December 1987 c 20.12 402.00

1988 8,400 December 1988 c 20.92 418.00

1989 8,925 December 1989 c 21.90 437.60

1990 9,525 December 1990 c 23.08 461.20

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.23

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

December 1991 c 23.93 478.20

December 1992 c 24.65 492.50

December 1993 c 25.29 505.30

December 1994 c 26.00 519.40

December 1995 c 26.68 532.90

December 1996 c 27.45 548.30

December 1997 c 28.03 559.80

December 1998 c 28.39 567.00

December 1999 c,d 29.10 d 581.10

December 2000 c 30.12 601.40

December 2001 c 30.90 617.00

December 2002 c 31.33 625.60

December 2003 c 31.99 638.70

December 2004 c 32.85 655.90

December 2005 c 34.20 682.70

December 2006 c 35.33 705.20

December 2007 c 36.14 721.40

1990 After 1990, the number of years with creditable earnings equal to at least 

15 percent of what the annual taxable maximum would have been if the statutory 

increases in the maximum under the 1977 amendments had not been enacted 

(the "old law" contribution and benefit base), that is: e

Year Amount (dollars)

1991 5,940

1992 6,210

1993 6,435

1994 6,750

1995 6,795

1996 6,975

1997 7,290

1998 7,605

1999 8,055

2000 8,505

2001 8,955

2002 9,450

2003 9,675

2004 9,765

2005 10,035

2006 10,485

2007 10,890

2008 11,385

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

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

No delayed retirement credits are applicable to the benefit derived from the special minimum PIA. However, the resulting retirement benefit will be raised if necessary to 

equal the benefit derived from the regularly computed PIA plus any delayed retirement credits.

a. The amount effective for a given month applies, as of that month, to all workers from the date of entitlement to benefits.

b. Provision for future automatic cost-of-living increases of amount per year of coverage (and maximum amount), beginning with the June 1979 increase.

c. Factors were obtained by applying cost-of-living increases to initial 1979 factor of $11.50 and rounding each one to nearest cent. An approximate PIA may be computed by multiplying factor in year of entitlement by the number of years of coverage in excess of 10 with a maximum of 20. Actual PIAs are published yearly in the 

Federal Register.

d. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

e. For 1991 and following, a year of substantial coverage under the Windfall Elimination Provision remains 25 percent of the old law base, while the criterion for the special minimum PIA was changed to 15 percent of the base.

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

Year enacted Number of years of coverage PIA computation
2.A OASDI: Benefit Computation and Automatic Adjustments

2.24 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A13—Formulas enacted in 1977 for computing OASI maximum family benefit from PIA and

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

Eligibility year

Calculation of maximum family benefit (based on percentage of PIA) (dollars) First applicable cost-of-living adjustment

150 percent

of the first

Plus 272 percent

of the next

Plus 134 percent

of the next

Plus 175 percent

of the amount above

Effective

date

Percentage

increase

1979 230 102 101 433 June 1979 9.9

1980 248 110 109 467 June 1980 14.3

1981 270 120 118 508 June 1981 11.2

1982 294 131 129 554 June 1982 7.4

1983 324 144 142 610 December 1983 3.5

1984 342 151 150 643 December 1984 3.5

1985 358 159 158 675 December 1985 3.1

1986 379 169 166 714 December 1986 1.3

1987 396 175 174 745 December 1987 4.2

1988 407 181 179 767 December 1988 4.0

1989 433 193 190 816 December 1989 4.7

1990 455 201 200 856 December 1990 5.4

1991 473 209 208 890 December 1991 3.7

1992 495 219 217 931 December 1992 3.0

1993 513 227 226 966 December 1993 2.6

1994 539 240 237 1,016 December 1994 2.8

1995 544 241 239 1,024 December 1995 2.6

1996 559 247 246 1,052 December 1996 2.9

1997 581 258 255 1,094 December 1997 2.1

1998 609 271 267 1,147 December 1998 1.3

1999 645 286 283 1,214 December 1999 a 2.5

a. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

2000 679 301 298 1,278 December 2000 3.5

2001 717 317 315 1,349 December 2001 2.6

2002 756 336 332 1,424 December 2002 1.4

2003 774 344 340 1,458 December 2003 2.1

2004 782 347 343 1,472 December 2004 2.7

2005 801 355 352 1,508 December 2005 4.1

2006 838 372 368 1,578 December 2006 3.3

2007 869 386 381 1,636 December 2007 2.3

2008 909 403 399 1,711 December 2008 --

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTES: The 1977 amendments provided for annual automatic adjustments of bend points (PIA brackets) in the maximum family benefit formula in proportion to 

increases in the average wage level. As a result, separate formulas are applicable to workers first eligible in successive calendar years.

Eligible workers are those who attained age 62 or died in the given year.

-- = not available.
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.25

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A14—Formulas for computing maximum family benefit and cost-of-living adjustments for workers first 

eligible for disability benefits in 1979 or later, by year of enactment 

Eligibility year Formula

Enacted in 1977 a

a. The 1977 amendments provided for annual automatic adjustments of bend points (PIA brackets) in maximum family benefit formula in proportion to increases in 

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

1979 b

b. Applicability of formula limited to workers with initial entitlement before July 1980, as a result of 1980 amendments.

150% of first $230 of PIA + 272% of next $102 of PIA + 134% of next $101 of PIA + 175% of PIA over $433 c

c. Calculated amount subject to cost-of-living adjustments beginning with the one effective for June of the year of first eligibility.

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

Enacted in 1980 d

d. Formula for computing maximum family benefit revised effective for workers with initial entitlement in or after July 1980. New formula remains unchanged for workers 

eligible in successive calendar years because it has no bend points requiring adjustments.

1979 or later Smaller of (1) 85% of the AIME (or 100% of PIA, if larger) and (2) 150% of PIA e

e. Calculated amount subject to cost-of-living adjustments beginning with the one effective in year of first eligibility (or in 1981, if later).

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).
2.A OASDI: Benefit Computation and Automatic Adjustments

2.26 ♦ Annual Statistical Supplement, 2008

Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) 

based on formula for computing PIA from AMW, and percentage increases in PIA

AMW (dollars)

April

1952

September

1952

September

1954

January

1959

January

1965

February

1968

January

1970

January

1971

September

1972

June

1974

First 110 a 50.00 a 55.00 55.00 58.85 62.97 71.16 81.83 90.01 108.01 119.89

Next 290 b 15.00 b 15.00 c 20.00 21.40 22.90 25.88 29.76 32.74 39.29 43.61

Next 150 . . . . . . . . . . . . 21.40 24.18 27.81 30.59 36.71 40.75

Next 100 . . . . . . . . . . . . . . . 28.43 32.69 35.96 43.15 47.90

Next 100 . . . . . . . . . . . . . . . . . . . . . 20.00 24.00 26.64

Next 250 . . . . . . . . . . . . . . . . . . . . . . . . d 20.00 22.20

Next 175 . . .. . .. . .. . .. . .. . .. . .. . .. . . e 20.00

Percentage

increase in PIA f 77.0 g 12.5 h 13.0 i 7.0 j 7.0 13.0 15.0 10.0 20.0 k 11.0

(Continued)

Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) 

based on formula for computing PIA from AMW, and percentage increases in PIA—Continued

AMW (dollars)

June

1975

June

1976

June

1977

June

1978

June

1979

June

1980

June

1981

June

1982

Dec.

1983

Dec.

1984

First 110 129.48 137.77 145.90 155.38 170.76 195.18 217.04 233.10 241.26 249.70

Next 290 47.10 50.10 53.06 56.51 62.10 70.98 78.93 84.77 87.74 90.81

Next 150 44.01 46.82 49.58 52.81 58.04 66.34 73.77 79.23 82.00 84.87

Next 100 51.73 55.05 58.30 62.09 68.24 78.00 86.74 93.16 96.42 99.79

Next 100 28.77 30.61 32.42 34.53 37.95 43.38 48.24 51.81 53.62 55.50

Next 250 23.98 25.51 27.02 28.78 31.63 36.15 40.20 43.17 44.68 46.24

Next 175 21.60 22.98 24.34 25.92 28.49 32.56 36.21 38.89 40.25 41.66

Next 100 20.00 21.28 22.54 24.01 26.39 30.16 33.54 36.02 37.28 38.58

Next 100 . . . 20.00 21.18 22.56 24.79 28.33 31.50 33.83 35.01 36.24

Next 100 . . . . . . 20.00 21.30 23.41 26.76 29.76 31.96 33.08 34.24

Next 435 . . . . . . . . . 20.00 21.98 25.12 27.93 30.00 31.05 32.14

Next 250 . . . . . . . . . . . . 20.00 22.86 25.42 27.30 28.26 29.25

Next 315 . . . . . . . . . . . . . . . 20.00 22.24 23.89 24.73 25.60

Next 225 . . . . . . . . . . . . . . . . . . 20.00 21.48 22.23 23.01

Next 275 . . . . . . . . . . . . . . . . . . . . . 20.00 20.70 21.42

Next 175 . . .. . .. . .. . .. . .. . .. . .. . .20.00 20.70

Next 150 . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00

Percentage

increase in PIA l 8.0 6.4 5.9 6.5 9.9 14.3 11.2 7.4 3.5 3.5

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.27

AMW (dollars)

Dec.

1985

Dec.

1986

Dec.

1987

Dec.

1988

Dec.

1989

Dec.

1990

Dec.

1991

Dec.

1992

Dec.

1993

Dec.

1994

First 110 257.44 260.79 271.74 282.61 295.89 311.87 323.41 333.11 341.77 351.34

Next 290 93.62 94.84 98.82 102.77 107.60 113.42 117.62 121.15 124.30 127.78

Next 150 87.50 88.64 92.36 96.05 100.56 105.99 109.91 113.21 116.15 119.40

Next 100 102.88 104.22 108.60 112.94 118.25 124.64 129.25 133.13 136.59 140.41

Next 100 57.22 57.96 60.39 62.81 65.76 69.31 71.87 74.03 75.95 78.08

Next 250 47.67 48.29 50.32 52.33 54.79 57.75 59.89 61.69 63.29 65.06

Next 175 42.95 43.51 45.34 47.15 49.37 52.04 53.97 55.59 57.04 58.64

Next 100 39.78 40.30 41.99 43.67 45.72 48.19 49.97 51.47 52.81 54.29

Next 100 37.36 37.85 39.44 41.02 42.95 45.27 46.94 48.35 49.61 51.00

Next 100 35.30 35.76 37.26 38.75 40.57 42.76 44.34 45.67 46.86 48.17

Next 435 33.14 33.57 34.98 36.38 38.09 40.15 41.64 42.89 44.01 45.24

Next 250 30.16 30.55 31.83 33.10 34.66 36.53 37.88 39.02 40.03 41.15

Next 315 26.39 26.73 27.85 28.96 30.32 31.96 33.14 34.13 35.02 36.00

Next 225 23.72 24.03 25.04 26.04 27.26 28.73 29.79 30.68 31.48 32.36

Next 275 22.08 22.37 23.31 24.24 25.38 26.75 27.74 28.57 29.31 30.13

Next 175 21.34 21.62 22.53 23.43 24.53 25.85 26.81 27.61 28.33 29.12

Next 150 20.63 20.90 21.78 22.65 23.71 24.99 25.91 26.69 27.38 28.15

Next 200 20.00 20.26 21.11 21.95 22.98 24.22 25.12 25.87 26.54 27.28

Next 150 . . . 20.00 20.84 21.67 22.69 23.92 24.81 25.55 26.21 26.94

Next 100 . . . . . . 20.00 20.80 21.78 22.96 23.81 24.52 25.16 25.86

Next 250 . . . . . . . . . 20.00 20.94 22.07 22.89 23.58 24.19 24.87

Next 275 . . . . . . . . . . . . 20.00 21.08 21.86 22.52 23.11 23.76

Next 175 . . . . . . . . . . . . . . . 20.00 20.74 21.36 21.92 22.53

Next 175 . . . . . . . . . . . . . . . . . . 20.00 20.60 21.14 21.73

Next 175 . . . . . . . . . . . . . . . . . . . . . 20.00 20.52 21.73

Next 250 . . . . . . . . . . . . . . . . . . . . . . . . 20.00 21.09

Next 50 . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.56

Percentage

increase in PIA 3.1 1.3 4.2 4.0 4.7 5.4 3.7 3.0 2.6 2.8

(Continued)

Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) 

based on formula for computing PIA from AMW, and percentage increases in PIA—Continued
2.A OASDI: Benefit Computation and Automatic Adjustments

2.28 ♦ Annual Statistical Supplement, 2008

a. Applied to first $100 of AMW.

b. Applied to next $200 of AMW.

c. Applied to next $190 before 1955 and to next $240 effective for January 1955.

d. Applied to next $150 effective for January 1973 and to next $350 effective for January 1974.

e. Applied to next $100 before January 1975.

f. Average increase in benefits of about 77 percent—from 100 percent at the lowest level to 50 percent at the highest level.

g. Increase of 12.5 percent or $5, if larger.

h. Average increase of about 13 percent, with minimum increase of $5.

i. Increase of 7 percent or $3, if larger.

j. Increase of 7 percent or $4, if larger.

k. Increase effective in two steps: 7 percent for March–May and 4 percent for June.

l. Beginning June 1975, all benefit increases are based on automatic cost-of-living adjustments.

m. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) 

based on formula for computing PIA from AMW, and percentage increases in PIA—Continued

AMW (dollars)

Dec.

1995

Dec.

1996

Dec.

1997

Dec.

1998

Dec.

1999

Dec.

2000

Dec.

2001

Dec.

2002

Dec.

2003

Dec.

2004

Dec.

2005

Dec.

2006

Dec.

2007

First 110 360.47 370.93 378.72 383.64 393.23 407.00 417.58 423.43 432.32 443.99 462.19 477.45 488.43

Next 290 131.10 134.90 137.73 139.52 143.01 148.02 151.87 153.99 157.23 161.47 168.09 173.64 177.63

Next 150 122.50 126.06 128.71 130.38 133.64 138.32 141.91 143.90 146.92 150.89 157.08 162.26 165.99

Next 100 144.06 148.24 151.35 153.32 157.15 162.65 166.88 169.22 172.77 177.44 184.71 190.81 195.20

Next 100 80.11 82.43 84.16 85.26 87.39 90.45 92.80 94.10 96.07 98.67 102.71 106.10 108.54

Next 250 66.75 68.69 70.13 71.04 72.82 75.37 77.33 78.41 80.06 82.22 85.59 88.41 90.45

Next 175 60.16 61.91 63.21 64.03 65.63 67.93 69.70 70.67 72.16 74.10 77.14 79.69 81.52

Next 100 55.70 57.32 58.52 59.28 60.77 62.89 64.53 65.43 66.81 68.61 71.42 73.78 75.48

Next 100 52.33 53.84 54.97 55.69 57.08 59.08 60.61 61.46 62.75 64.44 67.09 69.30 70.89

Next 100 49.42 50.86 51.93 52.60 53.92 55.81 57.26 58.06 59.28 60.88 63.37 65.46 66.97

Next 435 46.42 47.76 48.76 49.40 50.63 52.40 53.77 54.52 55.66 57.17 59.51 61.47 62.89

Next 250 42.22 43.44 44.35 44.93 46.05 47.66 48.90 49.59 50.63 52.00 54.13 55.91 57.20

Next 315 36.94 38.01 38.81 39.31 40.30 41.71 42.79 43.39 44.30 45.50 47.36 48.92 50.05

Next 225 33.20 34.16 34.88 35.33 36.21 37.48 38.46 38.99 39.81 40.89 42.56 43.97 44.98

Next 275 30.91 31.81 32.48 32.90 33.72 34.90 35.81 36.31 37.07 38.08 39.64 40.94 41.89

Next 175 29.88 30.74 31.39 31.79 32.59 33.73 34.61 35.09 35.83 36.79 38.30 39.57 40.48

Next 150 28.88 29.72 30.34 30.74 31.51 32.61 33.46 33.93 34.64 35.57 37.03 38.25 39.13

Next 200 27.99 28.80 29.40 29.79 30.53 31.60 32.42 32.88 33.57 34.47 35.89 37.07 37.92

Next 150 27.64 28.44 29.04 29.41 30.15 31.21 32.02 32.46 33.15 34.04 35.44 36.61 37.45

Next 100 26.53 27.30 27.87 28.24 28.94 29.95 30.73 31.16 31.82 32.68 34.02 35.14 35.95

Next 250 25.52 26.26 26.81 27.16 27.84 28.81 29.56 29.98 30.61 31.43 32.72 33.80 34.58

Next 275 24.38 25.08 25.61 25.94 26.59 27.52 28.23 28.63 29.23 30.02 31.25 32.28 33.02

Next 175 23.12 23.79 24.29 24.61 25.22 26.10 26.78 27.16 27.73 28.48 29.64 30.62 31.33

Next 175 22.29 22.94 23.42 23.73 24.32 25.17 25.82 26.19 26.74 27.46 28.58 29.53 30.21

Next 175 21.64 22.27 22.74 23.03 23.61 24.44 25.07 25.42 25.96 26.66 27.75 28.67 29.32

Next 250 21.09 21.71 22.17 22.45 23.02 23.82 24.44 24.78 25.30 25.99 27.05 27.94 28.59

Next 50 20.52 21.12 21.56 21.84 22.39 23.17 23.78 24.11 24.62 25.28 26.32 27.18 27.81

Next 125 20.00 20.58 21.01 21.29 21.82 22.58 23.17 23.49 23.99 24.63 25.64 26.49 27.10

Next 225 . . . 20.00 20.42 20.69 21.20 21.94 22.52 22.83 23.31 23.94 24.92 25.74 26.34

Next 250 . . . . . . 20.00 20.26 20.77 21.49 22.05 22.36 22.83 23.45 24.41 25.21 25.79

Next 350 . . . . . . . . . 20.00 20.50 21.22 21.77 22.07 22.54 23.15 24.09 24.89 25.46

Next 300 . . . . . . . . . . . . 20.00 20.70 21.24 21.54 21.99 22.58 23.51 24.28 24.84

Next 350 . . . . . . . . . . . . . . . 20.00 20.52 20.81 21.24 21.82 22.71 23.46 24.00

Next 375 . . . . . . . . . . . . . . . . . . 20.00 20.28 20.71 21.26 22.14 22.87 23.39

Next 175 . . . . . . . . . . . . . . . . . . . . . 20.00 20.42 20.97 21.83 22.55 23.07

Next 75 . . . . . . . . . . . . . . . . . . . . . . . . 20.00 20.54 21.38 22.09 22.60

Next 175 . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 20.82 21.51 22.00

Next 350 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 20.66 21.14

Next 275 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 20.46

Next 375 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00

Percentage

increase in PIA 2.6 2.9 2.1 1.3 m 2.5 3.5 2.6 1.4 2.1 2.7 4.1 3.3 2.3

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: The average monthly wage (AMW) computation is based on earnings after 1950. The amounts shown in the table are percentages of the AMW.

. . . = not applicable.
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.29

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

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

Year enacted Effective date

Minimum PIA a

(dollars)

Maximum family benefit

Percentage of AMW Not less than—

1935 . . . 10.00 . . . . . .

1939 . . . . . . Lesser of 80%, $85, or 200% of PIA $20.00

1950 September 1950 20.00 80% of first $187.50 $40.00

1952 September 1952 25.00 80% of first $210.93 $45.00

1954 September 1954 30.00 80% of first $250 $50.00 or 150% of PIA

1958 January 1959 33.00 80% of first $317.50 $20.00 + PIA or 150% of PIA

1961 August 1961 40.00 80% of first $317.50 150% of PIA

1965 January 1965 44.00 80% of first $370 + 40% of next $180 150% of PIA

1967 February 1968 55.00 80% of first $436 + 40% of next $214 150% of PIA

1969 January 1970 64.00 80% of first $436 + 40% of next $180 150% of PIA

1971 January 1971 70.40 88% of first $436 + 44% of next $191 b 150% of PIA

1972 September 1972 84.50 105.6% of first $436 + 52.8% of next $191 b 150% of PIA

1973 c June 1974 89.50 111.8% of first $436 + 55.9% of next $191 b 150% of PIA

1973 d March 1974 90.50 113.0% of first $436 + 56.5% of next $191 b 150% of PIA

June 1974 93.80 117.2% of first $436 + 58.6% of next $191 b 150% of PIA

June 1975 101.40 126.6% of first $436 + 63.3% of next $191 b 150% of PIA

June 1976 107.90 134.7% of first $436 + 67.3% of next $191 b 150% of PIA

June 1977 114.30 142.6% of first $436 + 71.3% of next $191 b 150% of PIA

June 1978 121.80 151.9% of first $436 + 76.0% of next $191 b 150% of PIA

June 1979 133.90 167.0% of first $436 + 83.5% of next $191 b 150% of PIA

June 1980 153.10 190.9% of first $436 + 95.4% of next $191 b 150% of PIA

June 1981 170.30 212.2% of first $436 + 106.1% of next $191 b 150% of PIA

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.30 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

1981 e March 1982 f 190.9% of first $436 + 106.1% of next $191 b 150% of PIA

1981 June 1982 182.90 227.9% of first $436 + 114.0% of next $191 b 150% of PIA

December 1983 189.30 235.9% of first $436 + 118.0% of next $191 b 150% of PIA

December 1984 195.90 244.2% of first $436 + 122.1% of next $191 b 150% of PIA

December 1985 201.90 251.8% of first $436 + 125.9% of next $191 b 150% of PIA

December 1986 204.50 255.1% of first $436 + 127.5% of next $191 b 150% of PIA

December 1987 213.00 265.8% of first $436 + 132.9% of next $191 b 150% of PIA

December 1988 221.50 276.4% of first $436 + 138.2% of next $191 b 150% of PIA

December 1989 231.90 289.4% of first $436 + 144.7% of next $191 b 150% of PIA

December 1990 244.40 305.0% of first $436 + 152.5% of next $191 b 150% of PIA

December 1991 253.40 316.3% of first $436 + 158.1% of next $191 b 150% of PIA

December 1992 261.00 325.8% of first $436 + 162.8% of next $191 b 150% of PIA

December 1993 267.70 334.3% of first $436 + 167.0% of next $191 b 150% of PIA

December 1994 275.10 343.7% of first $436 + 171.7% of next $191 b 150% of PIA

December 1995 282.20 352.6% of first $436 + 176.2% of next $191 b 150% of PIA

December 1996 290.30 362.8% of first $436 + 181.3% of next $191 b 150% of PIA

December 1997 296.30 370.4% of first $436 + 185.1% of next $191 b 150% of PIA

December 1998 300.10 375.2% of first $436 + 187.5% of next $191 b 150% of PIA

December 1999 g 307.60 384.6% of first $436 + 192.2% of next $191 b 150% of PIA

December 2000 318.30 398.1% of first $436 + 198.9% of next $191 b 150% of PIA

December 2001 326.50 408.5% of first $436 + 204.1% of next $191 b 150% of PIA

December 2002 331.00 414.2% of first $436 + 206.9% of next $191 b 150% of PIA

December 2003 337.90 422.9% of first $436 + 211.2% of next $191 b 150% of PIA

December 2004 347.00 434.3% of first $436 + 216.9% of next $191 b 150% of PIA

December 2005 361.20 452.1% of first $436 + 225.8% of next $191 b 150% of PIA

December 2006 373.10 467.0% of first $436 + 233.3% of next $191 b 150% of PIA

December 2007 381.60 477.7% of first $436 + 238.7% of next $191 b 150% of PIA

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: AMW = average monthly wage; . . . = not applicable.

a. Based on earnings; subject to reduction if claimed before age 65.

b. For AMW of $628 or more, 175 percent of PIA.

c. Superseded by legislation in 1973.

d. Beginning in 1975, minimum PIA and percentages in maximum family benefit formula are subject to automatic cost-of-living increases. (Superseded legislation in 

1972 for automatic increases beginning in 1974.)

e. Superseded by legislation in 1981 that restored the minimum PIA for these groups.

f. Minimum PIA eliminated by legislation in 1981.

g. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

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—Continued

Year enacted Effective date

Minimum PIA a

(dollars)

Maximum family benefit

Percentage of AMW Not less than—
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.31

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

Year of birth a

a. If birthday is January 1, refer to previous year.

Year of attainment

of age 62

Year of attainment

of age 65 Full retirement age

Maximum

reduction months

Maximum reduction

at age 62 b

b. The monthly reduction factor is 0.0055556 for the first 36 months and 0.0041667 for additional months.

1935 1997 2000 65 years 36 0.2000000

1936 1998 2001 65 years 36 0.2000000

1937 1999 2002 65 years 36 0.2000000

1938 2000 2003 65 years and 2 months 38 0.2083333

1939 2001 2004 65 years and 4 months 40 0.2166667

1940 2002 2005 65 years and 6 months 42 0.2250000

1941 2003 2006 65 years and 8 months 44 0.2333333

1942 2004 2007 65 years and 10 months 46 0.2416667

1943–1954 2005–2016 2008–2019 66 years 48 0.2500000

1955 2017 2020 66 years and 2 months 50 0.2583333

1956 2018 2021 66 years and 4 months 52 0.2666667

1957 2019 2022 66 years and 6 months 54 0.2750000

1958 2020 2023 66 years and 8 months 56 0.2833333

1959 2021 2024 66 years and 10 months 58 0.2916667

1960 or later 2022 and later 2025 and later 67 years 60 0.3000000

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).
2.A OASDI: Benefit Computation and Automatic Adjustments

2.32 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A17.2—Full retirement age and maximum reduction of widow(er)s’ benefits, by year of birth

Year of birth a

a. If birthday is January 1, refer to previous year.

Year of attainment

of age 60

Year of attainment

of age 65 Full retirement age

Maximum

reduction months

Monthly

reduction b

b. Monthly reduction percentages are approximate due to rounding. For survivors whose full retirement age (FRA) 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 retirement age is after 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.

1939 or earlier 1999 and earlier 2004 and earlier 65 years 60 0.475

1940 2000 2005 65 years and 2 months 62 0.460

1941 2001 2006 65 years and 4 months 64 0.445

1942 2002 2007 65 years and 6 months 66 0.432

1943 2003 2008 65 years and 8 months 68 0.419

1944 2004 2009 65 years and 10 months 70 0.407

1945–1956 2005–2016 2010–2021 66 years 72 0.396

1957 2017 2022 66 years and 2 months 74 0.385

1958 2018 2023 66 years and 4 months 76 0.375

1959 2019 2024 66 years and 6 months 78 0.365

1960 2020 2025 66 years and 8 months 80 0.356

1961 2021 2026 66 years and 10 months 82 0.348

1962 or later 2022 and later 2027 and later 67 years 84 0.339

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).

NOTES: 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).
2.A OASDI: Benefit Computation and Automatic Adjustments

Annual Statistical Supplement, 2008 ♦ 2.33

Table 2.A18—Automatic adjustment provisions

Year enacted Provision

Quarter of coverage

1977 Mandatory annual determination, beginning in 1978, as to whether an adjustment is required in the amount of wages and self-employment earnings an 

individual needs in order to be credited with a quarter of coverage (QC) in the succeeding year. The amount required for a QC is the product of $250 (in 

effect in 1978) multiplied by the following quotient: the national average wage for the year before the year of determination, divided by the average 

wage for 1976 (see Table 2.A8 for average annual wages after 1950). The resulting product, rounded to the nearest multiple of $10, is the new amount 

required for a QC. In no case, however, is the new amount reduced below the amount in effect in the year of determination.

Maximum amount of taxable and creditable earnings

1972 The 1972 Act (as modified by the legislation in 1973) mandated a determination in 1974, and in every subsequent year in which a cost-of-living benefit 

increase is established, as to whether an adjustment is required in the maximum amount of annual earnings that will be taxed and credited toward 

benefits.

The determination in the years after 1975 is made by multiplying the "maximum" in effect in the year of determination by the following quotient: the 

national average wage for the year before the year of determination, divided by the average wage for the year before the most recent year in which an 

automatic determination was made that resulted in an increase or in which an increase in the maximum was enacted. (See Table 2.A8 for annual 

amounts of the average wage after 1950). The resulting product, rounded to the nearest multiple of $300, is the new maximum amount of taxable and 

creditable earnings, effective with respect to remuneration paid after the year of determination and with respect to taxable years beginning after that 

year. In no case, however, is the maximum reduced to an amount below the maximum in the year of determination.

1976 In the 1974 and 1975 determinations, the quotient was the average wage for the year of determination, estimated from data for the first calendar 

quarter, divided by the corresponding amount for the year before the year of determination. Public Law (P.L.) 94-202 (signed January 2, 1976) revised 

the adjustment method by increasing by a year the lag in average wages used in the computation. Thus, for example, the determination in 1976 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 primary insurance amount (PIA), annual maximum taxable and creditable earnings after 1978 are the 

amounts that would have been determined under the automatic adjustment provisions if the statutory increases in the maximum under the 1977 Act 

had not been enacted (see Table 2.A12).

1989 Automatic increases in the maximum for 1990, 1991, and 1992 determined under a transitional rule, specified by the Omnibus Budget Reconciliation 

Act of 1989, for computing "deemed" average annual wage for 1988, 1989, and 1990. The purpose of the legislation was to include contributions to 

certain "deferred compensation" plans, most importantly section 401(k) pension plans, in the average annual average wage.

1994 The determination for years after 1994 is made by multiplying $60,600, the "maximum" for 1994, by the following quotient: the national average wage 

index for the year before the year in which the determination is made, divided by the national average wage index for 1992. (See Table 2.A8 for annual 

amounts of the national average wage index.) The resulting product, rounded to the nearest $300, is the new maximum amount of taxable and 

creditable earnings, effective with respect to remuneration paid in (and taxable years beginning in) the year following the year the determination is 

made. In no case, however, is the new maximum reduced to an amount below the maximum in the year of determination.

Benefits

Computation

1977 New benefit computation method based on average indexed monthly earnings (AIME) after 1950, effective for workers first eligible after 1978. Provision 

for automatic adjustment of the dollar amounts, or bend points, defining (1) the AIME brackets in the PIA formula (see Table 2.A11) and (2) the PIA 

brackets in the maximum family benefit formula (see Table 2.A13). New bend points are established by multiplying the bend points in effect in 1979—

$180 and $1,085 for the PIA formula and $230, $332, and $433 for the maximum family benefit formula—by the following quotient: the national average 

wage for the second year before the year for which the determination was made, divided by the average wage for 1977 (see Table 2.A8 for average 

annual wages after 1950). The resulting products, rounded to the nearest dollar, are the new bend points.

1980 Modified maximum family benefit formula applicable to workers with initial entitlement to disability benefits in or after July 1980 (see Table 2.A14). New 

formula for disabled workers has no bend points subject to automatic adjustment.

Cost-of-living increase

1972 Under the original provisions (based on 1972 and 1973 legislation), the arithmetical mean of the Consumer Price Index (CPI) for January, February, and 

March in the year of determination was compared with the arithmetical mean of the CPI for the later of (a) January, February, and March of the year in 

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

general benefit increase occurred. (Before the introduction, in 1977, of the alternative CPI series for "all urban consumers," or the CPI-U, the CPI-W 

was referred to as the CPI.) If the percentage increase in the CPI, rounded to the nearest one-tenth of 1 percent, was at least 3.0 (the triggering 

requirement), a cost-of-living benefit increase was established and the level of benefits was increased by the same percentage, effective for June of the 

year in which the determination was made.

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.34 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Benefits (cont.)

Cost-of-living increase (cont.)

1983 The 1983 Act moved the effective date for a cost-of-living benefit increase from June to December, beginning in 1983, and eliminated the "triggering 

requirement" for the 1983 increase only. Effective with the determination made in 1984, the two periods used in calculating the CPI-W percentage 

increase were shifted from the first to the third quarter.

The 1983 Act also introduced an alternative method for determining the size of a cost-of-living adjustment. This method, called the stabilizer provision, 

is applied when the ratio of the combined OASDI trust fund assets to estimated outgo falls below a certain percentage. The "triggering" percentage is 

15 percent for 1985–1988 and 20 percent for years after 1988. Under these circumstances, the cost-of-living adjustment is based on the lesser of the 

CPI-W percentage increase determined above or the increase in average wages. The latter increase is the percentage, rounded to the nearest onetenth of 1 percent by which the national average wage for the year before the year of determination exceeds the average wage for the year before the 

most recent year in which either a cost-of-living increase or a general benefit increase occurred. (See Table 2.A8 for the annual amount of the average 

wage after 1950 and footnote a in that table for the underlying data sources.)

The 1983 legislation also included a provision for making up any benefit increases that are based on a lower wage increase rather than on the increase 

in the cost of living. When the fund ratio is greater than 32 percent, additional increases will be provided so that benefits are increased to the level at 

which they would have been if all increases had been based on the CPI-W. (See Table 2.A19 for the cumulative effect of statutory and automatic 

increases in benefits.)

1986 Triggering requirement eliminated for cost-of-living increases in and after 1986 by P.L. 99-509 (signed October 21, 1986).

2001 The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the CPI. The underlying CPI was later 

recomputed by the Bureau of Labor Statistics (BLS); 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 COLA for December 1999 had been 2.5 percent. Affected beneficiaries 

received a one-time payment to cover the shortfall that occurred before August 2001.

2007 The rules for calculating automatic cost-of-living increases to PIAs under title II of the Social Security Act (the Act) were revised. The arithmetical mean 

of the CPI for each month is computed for the beginning and ending quarters of the measuring period, and the result is rounded to the same number of 

decimal places as the published CPI figures. Through December 2006, BLS published CPI figures rounded to the nearest one-tenth of 1 percent. BLS 

began publishing CPI figures rounded to the nearest one-thousandth of 1 percent in January 2007.

Earnings test

1972 The 1972 Act (as modified by the 1973 Acts) mandated a determination in 1974, and in every subsequent year in which a cost-of-living increase is 

established, as to whether an adjustment in the exempt amount—the amount of earnings permitted without reduction in benefits—is required.

The determination in the years after 1975 is made by multiplying the monthly exempt amount in effect in the year of determination by the following 

quotient: the national average wage for the year before the year of determination, divided by the average wage for the year before the most recent year 

in which an automatic determination was made that resulted in an increase or in which an increase in the exempt amount was enacted. (See Table 2.A8 

for annual amounts of the average wage after 1950.) The resulting product, rounded to the nearest multiple of $10, is the new monthly exempt amount, 

effective with respect to remuneration paid after the year of determination and with respect to taxable year beginning after that year. In no case, 

however, is the new exempt amount reduced below the exempt amount in the year of determination. The new annual exempt amount is determined by 

multiplying the new monthly amount by 12.

1976 In the 1974 and 1975 determinations, the quotient was the average wage for the year of determination, estimated from data for the first calendar 

quarter, divided by the corresponding amount for the year before the year of determination. P.L. 94-202 (signed January 2, 1976) revised the 

adjustment method by increasing by a year the lag in average wages used in the computation. Thus, for example, the 1976 determination was based 

on the percentage increase in the average wage from 1974 to 1975.

1994 The determination for years after 1994 is made by multiplying the monthly exempt amounts in effect for 1994 ($930 for beneficiaries who have, $670 for 

beneficiaries who have not yet, reached "full retirement age"; see footnote f in Table 2.A29) by the following quotient: the national average wage for the 

year before the year in which the determination is made, divided by the national average wage for 1992. (See Table 2.A8 for annual amounts of the 

national average wage.) The resulting products, rounded to the nearest $10, are the new monthly exempt amounts effective for the year following the 

year the determination is made. The new annual exempt amounts are determined by multiplying the new monthly amounts by 12.

1996 P.L. 104-121, enacted March 29, 1996, suspended the automatic indexing of the exempt amounts through the year 2002 for workers aged 65–69. It 

legislated ad hoc increases in the annual exempt amounts to $12,500 in 1996; $13,500 in 1997; $14,500 in 1998; $15,500 in 1999; $17,000 in 2000; 

$25,000 in 2001; and $30,000 in 2002. Thereafter, the exempt amounts will increase automatically based on the annual increase in the national 

average wage as under the 1994 legislation.

2000 P.L. 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The annual 

earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 

withholding rate). In determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of 

attainment of FRA will be considered. P.L. 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.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

Table 2.A18—Automatic adjustment provisions—Continued

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

Annual Statistical Supplement, 2008 ♦ 2.35

Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits 

using a 100 dollar base benefit

Base date

August

1950

September

1950

September

1952

September

1954

January

1959

January

1965

February

1968

January

1970

January

1971

September

1972

June

1974

June

1975

June

1976

August 1950 100 177 199 225 241 258 291 335 368 442 491 530 564

September 1950 . . . 100 113 127 136 146 164 189 208 250 277 299 318

September 1952 . . . . . . 100 113 121 129 146 168 185 222 246 266 283

September 1954 . . . . . . . . . 100 107 114 129 149 164 196 218 235 250

January 1959 . . . . . . . . . . . . 100 107 121 139 153 184 204 220 234

January 1965 . . . . . . . . . . . . . . . 100 113 130 143 172 190 206 219

February 1968 . . . . . . . . . . . . . . . . . . 100 115 127 152 168 182 194

January 1970 . . . . . . . . . . . . . . . . . . . . . 100 110 132 147 158 168

January 1971 . . . . . . . . . . . . . . . . . . . . . . . . 100 120 133 144 153

September 1972 . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 111 120 128

June 1974 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 108 115

June 1975 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 106

June 1976 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cost-of-living

adjustment . . . a 77.0 12.5 13.0 7.0 7.0 13.0 15.0 10.0 20.0 11.0 8.0 6.4

(Continued)

Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits 

using a 100 dollar base benefit—Continued

Base date

June

1977

June

1978

June

1979

June

1980

June

1981

June

1982

Dec.

1983

Dec.

1984

Dec.

1985

Dec.

1986

Dec.

1987

Dec.

1988

Dec.

1989

August 1950 597 636 699 799 888 954 987 1,022 1,053 1,067 1,112 1,156 1,211

September 1950 337 359 395 451 502 539 558 577 595 603 628 653 684

September 1952 300 319 351 401 446 479 496 513 529 536 558 581 608

September 1954 265 283 310 355 395 424 439 454 468 474 494 514 538

January 1959 248 264 290 332 369 396 410 424 437 443 462 480 503

January 1965 232 247 271 310 345 370 383 397 409 414 432 449 470

February 1968 205 218 240 274 305 328 339 351 362 367 382 397 416

January 1970 178 190 209 239 265 285 295 305 315 319 332 345 362

January 1971 162 173 190 217 241 259 268 277 286 290 302 314 329

September 1972 135 144 158 181 201 216 223 231 238 241 252 262 274

June 1974 122 130 142 163 181 194 201 208 215 218 227 236 247

June 1975 113 120 132 151 168 180 186 193 199 201 210 218 229

June 1976 106 113 124 142 158 169 175 181 187 189 197 205 215

June 1977 100 107 117 134 149 160 165 171 176 179 186 194 203

June 1978 . . . 100 110 126 140 150 155 161 166 168 175 182 190

June 1979 . . . . . . 100 114 127 137 141 146 151 153 159 166 173

June 1980 . . . . . . . . . 100 111 119 124 128 132 134 139 145 152

June 1981 . . . . . . . . . . . . 100 107 111 115 119 120 125 130 136

June 1982 . . . . . . . . . . . . . . . 100 104 107 110 112 117 121 127

December 1983 . . . . . . . . . . . . . . . . . . 100 104 107 108 113 117 123

December 1984 . . . . . . . . . . . . . . . . . . . . . 100 103 104 109 113 118

December 1985 . . . . . . . . . . . . . . . . . . . . . . . . 100 101 106 110 115

December 1986 . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 108 113

December 1987 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 109

December 1988 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 105

December 1989 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cost-of-living

adjustment 5.9 6.5 9.9 14.3 11.2 7.4 3.5 3.5 3.1 1.3 4.2 4.0 4.7

(Continued)
2.A OASDI: Benefit Computation and Automatic Adjustments

2.36 ♦ Annual Statistical Supplement, 2008

a. Average increase in benefits of about 77 percent—from 100 percent at the lowest level to 50 percent at the highest level.

b. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits 

using a 100 dollar base benefit—Continued

Base date

Dec.

1990

Dec.

1991

Dec.

1992

Dec.

1993

Dec.

1994

Dec.

1995

Dec.

1996

Dec.

1997

Dec.

1998

Dec.

1999

Dec.

2000

Dec.

2001

Dec.

2002

Dec.

2003

Dec.

2004

Dec.

2005

Dec.

2006

Dec.

2007

August 1950 1,276 1,323 1,363 1,398 1,437 1,475 1,518 1,549 1,570 1,609 1,665 1,708 1,732 1,769 1,817 1,890 1,953 1,997

September 1950 721 748 770 790 812 833 857 875 887 909 941 965 979 999 1,026 1,067 1,102 1,127

September 1952 641 665 684 702 722 741 762 778 788 808 836 858 870 888 912 949 981 1,003

September 1954 567 588 606 621 639 655 674 689 698 715 740 759 770 786 807 839 867 886

January 1959 530 550 566 581 597 613 630 644 652 668 692 710 720 735 754 785 811 829

January 1965 495 514 529 543 558 573 589 601 609 625 646 663 672 687 705 733 758 775

February 1968 438 455 468 480 494 507 521 532 539 553 572 587 595 608 624 649 670 685

January 1970 381 395 407 418 429 441 453 463 469 481 497 510 517 528 543 563 582 595

January 1971 347 359 370 380 390 401 412 421 426 437 452 464 470 480 493 512 529 541

September 1972 289 299 308 316 325 334 343 351 355 364 377 387 392 400 411 428 442 451

June 1974 260 270 278 285 293 301 309 316 320 328 339 348 353 361 370 385 398 406

June 1975 241 250 257 264 271 278 286 292 296 304 314 323 327 334 343 356 368 376

June 1976 226 235 242 248 255 262 269 275 278 285 295 303 307 314 322 335 346 353

June 1977 214 222 228 234 241 247 254 260 263 270 279 286 290 296 304 316 327 334

June 1978 201 208 214 220 226 232 239 244 247 253 262 269 273 278 286 296 306 312

June 1979 183 189 195 200 206 211 217 222 225 230 238 245 248 253 260 269 278 284

June 1980 160 166 171 175 180 185 190 194 197 201 209 214 217 222 227 235 243 248

June 1981 144 149 153 157 162 166 171 174 177 181 188 192 195 199 205 213 220 224

June 1982 134 139 143 147 151 155 159 162 165 169 175 179 182 185 190 197 203 207

December 1983 129 134 138 142 146 149 154 157 159 163 169 173 176 179 184 190 197 201

December 1984 125 130 133 137 141 144 149 152 154 157 163 167 170 173 178 184 190 194

December 1985 121 126 129 133 136 140 144 147 149 153 158 162 164 168 172 179 184 188

December 1986 120 124 128 131 135 138 142 145 147 151 156 160 162 166 170 176 182 186

December 1987 115 119 123 126 129 133 137 139 141 145 150 154 156 159 163 169 174 178

December 1988 110 114 118 121 124 128 131 134 136 139 144 148 150 153 157 163 168 171

December 1989 105 109 113 116 119 122 125 128 130 133 138 141 143 146 150 156 161 164

December 1990 100 104 107 110 113 116 119 121 123 126 131 134 136 139 142 148 152 155

December 1991 . . . 100 103 106 109 111 115 117 119 122 126 129 131 134 137 142 147 150

December 1992 . . . . . . 100 103 105 108 111 114 115 118 122 125 127 130 133 138 142 145

December 1993 . . . . . . . . . 100 103 105 109 111 112 115 119 122 124 126 130 135 139 142

December 1994 . . . . . . . . . . . . 100 103 106 108 109 112 116 119 121 123 126 131 136 138

December 1995 . . . . . . . . . . . . . . . 100 103 105 106 109 113 116 117 120 123 127 131 134

December 1996 . . . . . . . . . . . . . . . . . . 100 102 103 106 110 113 114 117 120 124 128 131

December 1997 . . . . . . . . . . . . . . . . . . . . . 100 101 104 107 110 112 114 117 122 126 128

December 1998 . . . . . . . . . . . . . . . . . . . . . . . . 100 103 106 109 110 113 116 120 124 126

December 1999 . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 106 108 110 113 116 120 123

December 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 103 104 106 109 113 117 119

December 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 101 104 106 110 114 116

December 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 102 105 109 113 115

December 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 103 107 110 112

December 2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 104 108 110

December 2005 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 103 105

December 2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 102

December 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cost-of-living

adjustment 5.4 3.7 3.0 2.6 2.8 2.6 2.9 2.1 1.3 b 2.5 3.5 2.6 1.4 2.1 2.7 4.1 3.3 2.3

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTES: Growth reflects cost-of-living adjustments only. Data are rounded to the nearest dollar.

. . . = not applicable.
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.37

Table 2.A20—Monthly benefits for retired and disabled workers

Year 

enacted Age

Percentage

of PIA Condition or qualification

Retired worker

1935 65 or older 100 Fully insured. Amount based on cumulative wages.

1939 . . . . . . Amount based on PIA.

1956 Women: 62–64 . . . Reduced 5/9 of 1 percent for each month under age 65.

1961 Men: 62–64 . . . Reduced 5/9 of 1 percent for each month under age 65.

1972 . . . . . . Increased 1/12 of 1 percent 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 percent for each month after 1981 and between ages 65 and 72 in which no benefits received. 

Requirement for nonreceipt of actuarially reduced benefit removed.

1983 65 and 2 months–67 . . . Beginning in 2000, the age at which 100 percent of PIA is payable will be gradually increased, as follows:

Applicable PIA payable at age— Applicable to workers who attain age 62 in—

65 and 2 months 2000

65 and 4 months 2001

65 and 6 months 2002

65 and 8 months 2003

65 and 10 months 2004

66 2005–2016

66 and 2 months 2017

66 and 4 months 2018

66 and 6 months 2019

66 and 8 months 2020

66 and 10 months 2021

67 2022 and later

 62–66 . . . Reduced 5/9 of 1 percent for each of the first 36 months of receipt of benefits immediately preceding the age at 

which 100 percent of PIA is payable, plus 5/12 of 1 percent 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 percent of PIA is payable and 

age 70 in which no benefits are received:

Age 62 in years— Rate of increase Annual rate (percent)

1987–1988 7/24 of 1 percent 3.5

1989–1990 8/24 of 1 percent 4

1991–1992 9/24 of 1 percent 4.5

1993–1994 10/24 of 1 percent 5

1995–1996 11/24 of 1 percent 5.5 

1997–1998 12/24 of 1 percent 6

1999–2000 13/24 of 1 percent 6.5

2001–2002 14/24 of 1 percent 7

2003–2004 15/24 of 1 percent 7.5

2005 and later 16/24 of 1 percent 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).

(Continued)
2.A OASDI: Benefit Types and Levels

2.38 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Disabled worker

1956 50–64 . . . Disability insured. Waiting period of 6 calendar months. Reduced by amount of workers’ compensation.

1958 . . . . . . Reduction for workers’ compensation eliminated.

1960 Under 50 . . . . . .

1965 . . . . . . Reduced if benefits plus workers’ compensation exceed 80 percent 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 percent 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 percent 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.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).

NOTE: PIA = primary insurance amount; AMW = average monthly wage; . . . = not applicable.

Table 2.A20—Monthly benefits for retired and disabled workers—Continued

Year 

enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.39

. . .

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

Year enacted Age

Percentage

of PIA Condition or qualification

Wife

1939 65 or older 50 Fully insured. 

1956 62–64 . . . Reduced 25/36 of 1 percent 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 2000, the age at which 50 percent of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1 percent for each of the first 36 months under the age at which 50 percent of PIA is payable, plus 

5/12 of 1 percent for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Divorced wife

1965 65 or older . . . Fully insured. Dependent. Married 20 years. Not counted toward family maximum.

62–64 . . . Reduced 25/36 of 1 percent 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 2000, the age at which 50 percent of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1 percent for each of the first 36 months under the age at which 50 percent of PIA is payable, plus 

5/12 of 1 percent for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Wife (mother)

1950 Under 65 . . . Fully insured. Caring for eligible child.

1965 . . . . . . Eligible child excludes student aged 18–21.

1967 . . . . . . Maximum $105.

1969 . . . . . . Maximum eliminated.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. Reduced 

by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

(Continued)
2.A OASDI: Benefit Types and Levels

2.40 ♦ Annual Statistical Supplement, 2008

Child

1939 Under 18 . . . Fully insured. a

1965 18–21 . . . Full-time student.

1972 . . . . . . Benefits extended to end of quarter or semester in which 22nd birthday occurs while undergraduate student.

. . . . . . Includes grandchild under certain circumstances.

1981 18–22 . . . Student benefits eliminated (to be phased out gradually for those entitled before May 1982), except for elementary

or secondary school students under age 19.

1996 . . . . . . Stepchildren must be dependent on worker.

Disabled child

1956 18 or older . . . Fully insured. a Disabled before age 18.

1972 . . . . . . Disabled before age 22.

. . . . . . Includes grandchild under certain circumstances.

Husband

1950 65 or older 50 Fully and currently insured. Dependent.

1961 62–64 . . . Reduced 25/36 of 1 percent 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 2000, the age at which 50 percent of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1 percent for each of the first 36 months under the age at which 50 percent of PIA is payable, plus 

5/12 of 1 percent for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Divorced husband

1977 b 65 or older . . . Fully insured. Married 10 years. Not counted toward family maximum.

62–64 . . . Reduced 25/36 of 1 percent 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 2000, the age at which 50 percent of PIA is payable will be gradually increased (see Table 2.A20).

62–66 . . . Reduced 25/36 of 1 percent for each of the first 36 months under the age at which 50 percent of PIA is payable, plus 

5/12 of 1 percent for each of up to 24 earlier months of benefit receipt.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

(Continued)

Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers—Continued

Year enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.41

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Husband (father)

1978 c Under 65 . . . Fully insured. Caring for eligible child. Reduced by full amount of pension payable based on own earnings in 

noncovered governmental employment (noncovered pension offset).

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. Reduced 

by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). 

NOTE: PIA = primary insurance amount; . . . = not applicable.

a. Under the Act of 1939, generally not available to child of married female worker. Under the Act of 1950, available if female worker is fully and currently insured. Currently insured requirement eliminated by the Act of 1967.

b. Northern District of California District Court decision in Oliver v. Califano, June 24, 1977. Statutory change enacted in 1983.

c. Eastern District of Pennsylvania District Court decision in Cooper v. Califano, December 29, 1978. Statutory change enacted in 1983.

Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers—Continued

Year enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

2.42 ♦ Annual Statistical Supplement, 2008

Table 2.A22—Monthly benefits for survivors of deceased workers

Year 

enacted Age

Percentage

of PIA Condition or qualification

Widow

1939 65 or older 75 Fully insured.

1956 62–64 . . . . . .

1961 . . . 82.5 . . .

1965 60–61 . . . Reduced 5/9 of 1 percent 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 percent of PIA.

60–64 . . . Reduced 19/40 of 1 percent 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 percent of 

PIA.

1977 . . . . . . Increased by any delayed retirement credit husband would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in 2000, the age at which 100 percent of PIA is payable will be gradually increased, as follows:

Applicable PIA payable at age— Applicable to widows who attain age 60 in—

65 and 2 months 2000

65 and 4 months 2001

65 and 6 months 2002

65 and 8 months 2003

65 and 10 months 2004

66 2005–2016

66 and 2 months 2017

66 and 4 months 2018

66 and 6 months 2019

66 and 8 months 2020

66 and 10 months 2021

67 2022 and later

60–66 . . . The percent of reduction for each month depends on the age at which 100 percent of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2 percent at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Disabled widow

1967 50–59 82.5 Fully insured. Reduced 13 1/3 percent, plus 43/198 of 1 percent for each month under age 60. Includes 

divorced wife, dependent and married 20 years.

1972 . . . 100 Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60.

1977 . . . . . . Increased by any delayed retirement credit husband would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Surviving divorced wife

1965 60 or older 82.5 Fully insured. Dependent. Married 20 years. Not counted toward family maximum. Reduced 5/9 of 1 percent 

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 percent of PIA.

60–64 . . . Reduced 19/40 of 1 percent 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 percent of PIA.

(Continued)
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.43

Surviving divorced wife (cont.)

1977 . . . . . . Dependency requirement eliminated.

. . . . . . Increased by any delayed retirement increment former husband would be receiving.

. . . . . . Married 10 years.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 and 

married 20 years.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in 2000, the age at which 100 percent of PIA is payable will be gradually increased (see Widow).

60–66 . . . The percent of reduction for each month depends on the age at which 100 percent of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2 percent at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Disabled surviving divorced wife

1967 50–59 82.5 Fully insured. Dependent. Married 20 years. Not counted toward family maximum. Reduced 13 1/3 percent, 

plus 43/198 of 1 percent for each month under age 62.

1972 . . . 100 Reduced 28 1/2 percent, plus 43/240 of 1 percent 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.

(Continued)

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year 

enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

2.44 ♦ Annual Statistical Supplement, 2008

Child

1939 Under 18 50 Fully or currently insured. a Student aged 16–17.

1946 . . . . . . Student requirement eliminated.

1950 . . . . . . Plus 25 percent of PIA divided among the children.

1960 . . . 75 Additional 25 percent 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 percent of PIA divided among the children.

1960 . . . 75 Additional 25 percent of PIA eliminated.

1972 . . . . . . Disabled before age 22.

. . . . . . Includes grandchild under certain circumstances.

Parent

1939 65 or older 50 Fully insured. Dependent. No surviving widow or child under age 18.

1946 . . . . . . No surviving eligible widow or child.

1950 . . . 75 . . .

1956 62–64 . . . Women.

1958 . . . . . . No-other-survivor requirement eliminated.

1961 62 or older 82.5 75 percent each if two parents.

Widower

1950 65 or older 75 Fully and currently insured. Dependent.

1961 62 or older 82.5 . . .

1967 . . . . . . Currently insured requirement eliminated.

1972 65 or older 100 Limited, if wife retired before age 65, to amount wife would be receiving if still living, but not less than

82 1/2 percent of PIA.

60–64 . . . Reduced 19/40 of 1 percent 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 percent 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 2000, the age at which 100 percent of PIA is payable will be gradually increased (see Widow).

60–66 . . . The percent of reduction for each month depends on the age at which 100 percent of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2 percent at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

(Continued)

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year 

enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.45

Disabled widower

1967 50–61 82.5 Fully insured. Dependent. Reduced 5/9 of 1 percent per month between ages 60–62, plus 43/198 of 1 percent 

for each month under age 60.

1972 50–59 100 Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60. Disability requirement 

eliminated for ages 60–61.

. . . . . . Dependency requirement eliminated.

1977 . . . . . . Increased by any delayed retirement increment wife would be receiving.

. . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982, 

dependent, and not remarried before age 60.

1983 . . . . . . Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. 

Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Surviving divorced husband

1980 b 65 or older 100 Fully insured. Married 10 years. Increased by any delayed retirement credit former wife would be receiving. 

Limited, if former wife retired before age 65, to amount she would be receiving if still living, but not less than 

82 1/2 percent 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 percent 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 percent of 

PIA.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

65 and 2 months–67 . . . Beginning in 2000, the age at which 100 percent of PIA is payable will be gradually increased (see Widow).

60–66 . . . The percent of reduction for each month depends on the age at which 100 percent of PIA is payable. The 

percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2 percent at age 60.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Disabled surviving divorced husband

1980 b 50–59 100 Fully insured. Married 10 years. Increased by any delayed retirement credit former wife would be receiving. 

Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60. Not counted toward family 

maximum. Reduced by full amount of pension payable based on own earnings in noncovered employment 

(noncovered pension offset).

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

. . . . . . Additional reduction for each month under age 60 eliminated.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

Widowed father

1975 c Under 65 75 Fully or currently insured. Caring for eligible child under age 18.

1977 . . . . . . Reduced by full amount of pension payable based on own earnings in noncovered governmental employment 

(noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset to two-thirds of such pension.

(Continued)

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year 

enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

2.46 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Surviving divorced father

1979 d Under 65 75 Fully or currently insured. Caring for eligible child under age 18. Reduced by full amount of pension payable 

based on own earnings in noncovered governmental employment (noncovered pension offset).

1981 . . . . . . Eligible child excludes nondisabled child aged 16–17.

1983 . . . . . . Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and 

dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

1984 . . . . . . Noncovered pension offset limited to two-thirds of such pension.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).

NOTE: PIA = primary insurance amount; . . . = not applicable.

a. Under the Act of 1939, generally not available to child of married female worker. Under the Act of 1950, available if female worker is fully and currently insured; currently insured requirement eliminated by the Act of 1967.

b. Oregon District Court decision in Ambrose v. Harris, July 17, 1980. Statutory change enacted in 1983.

c. Supreme Court decision in Weinberger v. Wiesenfeld, March 19, 1975. Statutory change enacted in 1983.

d. Western District Court decision in Yates v. Califano, January 28, 1979. Statutory change enacted in 1983.

Table 2.A22—Monthly benefits for survivors of deceased workers—Continued

Year 

enacted Age

Percentage

of PIA Condition or qualification
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.47

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A23—Monthly benefits for transitionally insured workers and their spouses and surviving spouses, 

aged 72 before 1969

Type of benefit Effective date Amount

Enacted in 1965

Worker September 1965 $35.00

October 1966 Same as benefit for individual receiving special age-72 benefits (see Table 2.A24)

Wife September 1963 One-half of worker’s benefit

Widow September 1963 Same as worker’s benefit

Enacted in 1983

Husband May 1983 One-half of worker’s benefit

Widower May 1983 Same as worker’s benefit

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).
2.A OASDI: Benefit Types and Levels

2.48 ♦ Annual Statistical Supplement, 2008

Table 2.A24—Monthly benefits for individuals and couples insured for special age-72

(Prouty) benefits

Year enacted Effective date Age

Amount a (dollars) 

Individual Couple

1966 October 1966 72 35.00 52.50

1967 February 1968 . . . 40.00 60.00

1969 January 1970 . . . 46.00 69.00

1971 January 1971 . . . 48.30 72.50

1972 b September 1972 . . . 58.00 87.00

1973 c June–December 1974 . . . 61.50 92.30

1973 d March 1974 . . . 62.10 93.20

June 1974 . . . 64.40 96.60

June 1975 . . . 69.50 104.40

June 1976 . . . 74.10 111.20

June 1977 . . . 78.50 117.80

June 1978 . . . 83.70 125.60

June 1979 . . . 92.00 138.10

June 1980 . . . 105.20 157.90

June 1981 . . . 117.00 175.70

June 1982 . . . 125.60 188.60

1983 e December 1983 . . . 129.90 . . .

December 1984 . . . 134.40 . . .

December 1985 . . . 138.50 . . .

December 1986 . . . 140.30 . . .

December 1987 . . . 146.10 . . .

December 1988 . . . 151.90 . . .

December 1989 . . . 159.00 . . .

(Continued)
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.49

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov. 

1990 December 1990 72 before 1972 f 167.50 . . .

December 1991 . . . 173.60 . . .

December 1992 . . . 178.80 . . .

December 1993 . . . 183.40 . . .

December 1994 . . . 188.50 . . .

December 1995 . . . 193.40 . . .

December 1996 . . . 199.00 . . .

December 1997 . . . 203.10 . . .

December 1998 . . . 205.70 . . .

December 1999 g . . . 210.80 . . .

December 2000 . . . 218.10 . . .

December 2001 . . . 223.70 . . .

December 2002 . . . 226.80 . . .

December 2003 . . . 231.50 . . .

December 2004 . . . 237.70 . . .

December 2005 . . . 247.40 . . .

December 2006 . . . 255.50 . . .

December 2007 . . . 261.30 . . .

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: . . . = not applicable.

a. Monthly benefit reduced by amount of any government pension excluding workers’ compensation benefits and veterans’ compensation for service-connected 

disability or death. Not available for persons receiving assistance.

b. Provision for future automatic cost-of-living adjustments (COLAs).

c. Suspended by legislation in 1973. 

d. Beginning June 1975, subject to automatic COLAs. Benefits no longer available to persons receiving payments under the Supplemental Security Income program.

e. Separate rate for couples eliminated. Rate for individuals applied to all beneficiaries.

f. Effective for applications after November 5, 1990.

g. The COLA for December 1999 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 Public Law 106-554, benefits were calculated 

and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall 

that occurred before August 2001.

Table 2.A24—Monthly benefits for individuals and couples insured for special age-72

(Prouty) benefits—Continued

Year enacted Effective date Age

Amount a (dollars) 

Individual Couple
2.A OASDI: Benefit Types and Levels

2.50 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

Year enacted Provision

Lump-sum refund

1935 Persons not insured at age 65 eligible for lump-sum refund equal to 3.5 percent of cumulative wage credits.

1939 Lump-sum refund eliminated.

Lump-sum death payment

1935 Under age 65: 3.5 percent of cumulative wage credits. Aged 65 or older and fully insured: 3.5 percent of cumulative wage credits, less monthly benefits 

received.

1939 Fully and currently insured: 6 times PIA if no survivor eligible for monthly benefits.

1950 3 times PIA for all deaths.

1954 3 times PIA with maximum of $255.

1981 Payable only to a widow or widower who was living with the worker at time of the death or to a widow, widower, or children eligible for monthly benefits.a

a. The amount of the lump sum is effectively fixed at $255 because of increases in the pre-1981 PIA. The 1981 legislation eliminating the minimum PIA is not applicable 

to the calculation of the lump-sum death payment.

Vocational rehabilitation services

1965 Available to selected disabled individuals. Costs of services payable from OASDI trust funds to state vocational rehabilitation agencies. Reimbursement 

in any year may not exceed 1 percent of the total amount of OASDI disability benefits disbursed in the prior year.

1972 Maximum annual reimbursement increased to 1.25 percent for fiscal year ending June 30, 1973, and 1.50 percent thereafter.

1981 Reimbursement from trust funds for cost of rehabilitation services made if the services result in the disabled individual’s return to work (performance of 

substantial gainful activity for 9 consecutive months).

1999 Enhancements including expanded beneficiary choice of service providers and extended health care for beneficiaries who return to work.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm).
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.51

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A26—Monthly benefit amount for selected beneficiary families with first eligibility in 2007, by average 

indexed monthly earnings for stipulated yearly wage levels, effective December 2007 (in dollars)

Beneficiary family

Federal

minimum

wage a

a. Annual earnings are calculated by multiplying the federal minimum wage by 2,080 hours (see Table 3.B3). Increases in the minimum wage during the year are

prorated.

75 percent

of average

wage

Average

wage b

b. See Table 2.A8.

150 percent

of average

wage

Maximum

taxable

earnings c

c. See Table 2.A9.

Retired-worker families d

d. Assumes the worker began to work at age 22, retired at age 62 in 2007 with maximum reduction, and had no prior period of disability.

Average indexed monthly earnings 1,351.00 2,312.00 3,083.00 4,609.00 6,852.00

Primary insurance amount 845.70 1,160.20 1,412.60 1,823.70 2,167.90

Maximum family benefit 1,268.50 2,071.30 2,580.10 3,192.30 3,794.80

Monthly benefit amount for retired worker claiming benefits at age 62

Worker alone 634.00 870.00 1,059.00 1,367.00 1,625.00

Worker with spouse claiming benefits at—

Full retirement age or older e

e. The full retirement age is the earliest age at which an unreduced spousal benefit is payable.

1,056.00 1,450.00 1,765.00 2,278.00 2,708.00

Age 62 929.00 1,276.00 1,553.00 2,005.00 2,383.00

Survivor families f

f. Assumes the deceased worker began to work at age 22, died in 2007 at age 40, had no earnings in that year, and had no prior period of disability.

Average indexed monthly earnings 1,114.00 2,317.00 3,090.00 4,635.00 7,638.00

Primary insurance amount 768.00 1,161.90 1,415.00 1,827.60 2,288.50

Maximum family benefit 1,152.10 2,075.70 2,583.20 3,199.40 4,005.80

Monthly benefit amount for survivor of worker deceased at age 40

1 surviving child 576.00 871.00 1,061.00 1,370.00 1,716.00

Widowed mother or father and 1 child 1,152.00 1,742.00 2,122.00 2,740.00 3,432.00

Widowed mother or father and 2 children 1,152.00 2,073.00 2,583.00 3,198.00 4,005.00

Disabled-worker families g

g. Assumes the worker began to work at age 22, became disabled at age 50 in 2007, had no earnings in that year, and had no prior period of disability.

Average indexed monthly earnings 1,228.00 2,314.00 3,085.00 4,628.00 7,495.00

Primary insurance amount 805.40 1,160.90 1,413.30 1,826.60 2,266.50

Maximum family benefit h

h. The Amendments of 1980 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 average indexed monthly earnings (or 100 percent of the primary insurance amount, if larger) or 

(2) 150 percent of the primary insurance amount.

1,067.80 1,741.30 2,120.00 2,740.00 3,399.80

Monthly benefit amount for disabled worker age 50

Worker alone 805.00 1,160.00 1,413.00 1,826.00 2,266.00

Worker, spouse, and 1 child 1,067.00 1,740.00 2,119.00 2,738.00 3,398.00

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).
2.A OASDI: Benefit Types and Levels

2.52 ♦ Annual Statistical Supplement, 2008

Table 2.A27—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 62, by year they attained age 62, 1957–2008 (in dollars)

Year a

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2007 b

At retirement Effective December 2007 b

Men Women Men Women

1957 24.00 359.30 . . . 86.80 . . . 886.30

1958 24.00 359.30 . . . 86.80 . . . 886.30

1959 26.40 359.30 . . . 92.80 . . . 886.30

1960 26.40 357.80 . . . 95.20 . . . 909.10

1961 26.40 355.90 . . . 96.00 . . . 915.60

1962 32.00 354.70 93.60 96.80 893.00 923.80

1963 32.00 353.00 94.40 97.60 899.20 930.00

1964 32.00 353.00 95.20 98.40 905.00 936.00

1965 35.20 352.60 102.80 105.40 910.00 934.10

1966 35.20 349.50 102.80 106.20 906.90 937.30

1967 35.20 347.50 105.40 108.80 927.10 956.40

1968 c 44.00 342.90 c 121.00 c 124.80 931.70 962.30

1969 44.00 339.60 124.80 128.40 952.00 979.90

1970 51.20 334.70 146.80 151.90 961.20 994.30

1971 56.40 330.30 163.60 170.50 959.60 1,001.00

1972 56.40 325.60 167.10 172.90 967.40 1,000.80

1973 67.60 321.10 207.60 212.90 985.40 1,011.60

1974 67.60 315.90 217.00 219.70 1,015.80 1,028.00

1975 75.10 311.80 253.10 253.10 1,051.70 1,051.70

1976 81.20 308.10 285.60 285.60 1,085.90 1,085.90

1977 86.40 305.80 319.40 319.40 1,133.60 1,133.60

1978 91.50 304.40 354.60 354.60 1,185.60 1,185.60

1979 97.60 305.60 d 388.90 d 388.90 1,221.20 1,221.20

1980 97.60 277.70 d 402.80 d 402.80 1,150.70 1,150.70

1981 97.60 242.60 432.00 432.00 1,079.30 1,079.30

1982 e e 474.60 474.60 1,066.60 1,066.60

1983 e e 526.40 526.40 1,101.10 1,101.10

1984 e e 559.40 559.40 1,130.80 1,130.80

1985 e e 591.30 591.30 1,155.30 1,155.30

1986 e e 630.50 630.50 1,194.80 1,194.80

1987 e e 662.10 662.10 1,238.60 1,238.60

1988 e e 686.70 686.70 1,233.00 1,233.00

1989 e e 734.00 734.00 1,267.00 1,267.00

1990 e e 774.60 774.60 1,277.40 1,277.40

1991 e e 810.00 810.00 1,267.20 1,267.20

1992 e e 854.10 854.10 1,289.00 1,289.00

1993 e e 893.60 893.60 1,309.40 1,309.40

1994 e e 948.00 948.00 1,353.90 1,353.90

1995 e e 965.90 965.90 1,342.10 1,342.10

1996 e e 999.90 999.90 1,354.10 1,354.10

1997 e e 1,049.10 1,049.10 1,381.00 1,381.00

1998 e e 1,109.60 1,109.60 1,430.60 1,430.60

1999 e e 1,183.60 1,183.60 f 1,506.40 f 1,506.40

(Continued)
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.53

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

2000 e e 1,241.70 1,241.70 1,541.80 1,541.80

2001 e e 1,307.30 1,307.30 1,568.30 1,568.30

2002 e e 1,375.30 1,375.30 1,608.30 1,608.30

2003 e e 1,404.30 1,404.30 1,619.60 1,619.60

2004 e e 1,414.80 1,414.80 1,598.20 1,598.20

2005 e e 1,444.90 1,444.90 1,589.40 1,589.40

2006 e e 1,522.50 1,522.50 1,608.80 1,608.80

2007 e e 1,589.40 1,589.40 1,625.90 1,625.90

2008 e e 1,672.70 1,672.70 . . . . . .

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTES: Benefit first available at age 62 to female workers effective November 1956 and to male workers effective August 1961.

. . . = not applicable.

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 (FRA) to 65 and 2 months, the 

reduction increased to 20.008333 percent (see Tables 2.A17.1 and 2.A20). In 2001, the FRA increased to 65 and 4 months for a maximum reduction of 

21.666667 percent. In 2002, the FRA increased to 65 and 6 months for a maximum reduction of 22.5 percent. In 2003, the FRA increased to 65 and 8 months for a 

maximum reduction of 23.333333 percent. In 2004, the FRA increased to 65 and 10 months for a maximum reduction of 24.16667 percent. In 2005, 2006, 2007, and 

2008, the FRA increased to 66 for a maximum reduction of 25 percent.

b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1.

c. Effective February 1968.

d. Derived from transitional guarantee computation based on primary insurance amount (PIA) table of 1978.

e. In 1981, legislation eliminated the minimum PIA for workers who attain age 62 in 1982 or later. (The minimum is retained until 1991 for members of religious orders 

who were under a vow of poverty, provided that the order had elected Social Security coverage before December 29, 1981.)

f. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

Table 2.A27—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 62, by year they attained age 62, 1957–2008 (in dollars)—Continued

Year a

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2007 b

At retirement Effective December 2007 b

Men Women Men Women
2.A OASDI: Benefit Types and Levels

2.54 ♦ Annual Statistical Supplement, 2008

Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 65, by year they attained age 65, 1940–2008 (in dollars)

Year a

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2007 b

At retirement Effective December 2007 b

Men Women Men Women

1940 10.00 381.30 41.20 41.20 739.40 739.40

1941 10.00 381.30 41.60 41.60 739.40 739.40

1942 10.00 381.30 42.00 42.00 748.20 748.20

1943 10.00 381.30 42.40 42.40 748.20 748.20

1944 10.00 381.30 42.80 42.80 748.20 748.20

1945 10.00 381.30 43.20 43.20 756.30 756.30

1946 10.00 381.30 43.60 43.60 765.50 765.50

1947 10.00 381.30 44.00 44.00 772.50 772.50

1948 10.00 381.30 44.40 44.40 772.50 772.50

1949 10.00 381.30 44.80 44.80 780.40 780.40

1950 10.00 381.30 45.20 45.20 790.00 790.00

1951 20.00 381.30 68.50 68.50 790.00 790.00

1952 20.00 381.30 68.50 68.50 790.00 790.00

1953 25.00 381.30 85.00 85.00 872.90 872.90

1954 25.00 381.30 85.00 85.00 872.90 872.90

1955 30.00 381.30 98.50 98.50 872.90 872.90

1956 30.00 381.30 103.50 103.50 922.30 922.30

1957 30.00 381.30 108.50 108.50 964.00 964.00

1958 30.00 381.30 108.50 108.50 964.00 964.00

1959 33.00 381.30 116.00 116.00 964.00 964.00

1960 33.00 381.30 119.00 119.00 988.20 988.20

1961 33.00 381.30 120.00 120.00 996.10 996.10

1962 40.00 381.30 121.00 123.00 1,005.10 1,022.30

1963 40.00 381.30 122.00 125.00 1,013.10 1,037.40

1964 40.00 381.30 123.00 127.00 1,022.30 1,055.00

1965 44.00 381.30 131.70 135.90 1,022.30 1,055.00

1966 44.00 381.30 132.70 135.90 1,029.70 1,055.00

1967 44.00 381.30 135.90 140.00 1,055.00 1,086.10

1968 c 55.00 381.30 c 156.00 c 161.60 1,070.70 1,109.30

1969 55.00 381.30 160.50 167.30 1,102.10 1,148.50

1970 64.00 381.30 189.80 196.40 1,132.90 1,173.30

1971 70.40 381.30 213.10 220.40 1,156.10 1,194.90

1972 70.40 381.30 216.10 224.70 1,173.30 1,219.10

1973 84.50 381.30 266.10 276.40 1,203.20 1,249.90

1974 84.50 381.30 274.60 284.90 1,241.00 1,288.20

1975 93.80 381.30 316.30 333.70 1,288.20 1,359.00

1976 101.40 381.30 364.00 378.80 1,371.70 1,427.60

1977 107.90 381.30 412.70 422.40 1,462.20 1,496.10

1978 114.30 381.30 459.80 459.80 1,538.20 1,538.20

1979 121.80 381.30 503.40 503.40 1,580.90 1,580.90

1980 133.90 381.30 572.00 572.00 1,634.60 1,634.60

1981 153.10 381.30 677.00 677.00 1,692.60 1,692.60

1982 d 170.30 381.30 d 679.30 d 679.30 1,526.40 1,526.40

1983 d 166.40 346.80 709.50 709.50 1,484.90 1,484.90

1984 d 150.50 302.60 703.60 703.60 1,422.70 1,422.70

1985 e e 717.20 717.20 1,401.50 1,401.50

1986 e e 760.10 760.10 1,440.50 1,440.50

1987 e e 789.20 789.20 1,476.80 1,476.80

1988 e e 838.60 838.60 1,506.10 1,506.10

1989 e e 899.60 899.60 1,553.30 1,553.30

1990 e e 975.00 975.00 1,608.30 1,608.30

1991 e e 1,022.90 1,022.90 1,600.80 1,600.80

1992 e e 1,088.70 1,088.70 1,643.30 1,643.30

1993 e e 1,128.80 1,128.80 1,654.20 1,654.20

1994 e e 1,147.50 1,147.50 1,638.90 1,638.90

1995 e e 1,199.10 1,199.10 1,666.20 1,666.20

1996 e e 1,248.90 1,248.90 1,691.50 1,691.50

1997 e e 1,326.60 1,326.60 1,746.30 1,746.30

1998 e e 1,342.80 1,342.80 1,731.30 1,731.30

1999 e e 1,373.10 1,373.10 1,747.60 1,747.60

(Continued)
2.A OASDI: Benefit Types and Levels

Annual Statistical Supplement, 2008 ♦ 2.55

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

2000 e e 1,435.30 1,435.30 1,782.40 1,782.40

2001 e ef 1,538.20 f 1,538.20 1,845.50 1,845.50

2002 e e 1,660.50 1,660.50 1,941.90 1,941.90

2003 g e e 1,721.70 1,721.70 1,985.80 1,985.80

2004 h e e 1,784.80 1,784.80 2,016.20 2,016.20

2005 i e e 1,874.30 1,874.30 2,061.70 2,061.70

2006 j e e 1,961.90 1,961.90 2,073.20 2,073.20

2007 k e e 1,998.70 1,998.70 2,044.60 2,044.60

2008 l e e 2,030.60 2,030.60 . . . . . .

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: . . . = not applicable.

a. Through 2002, assumes that the worker began to work at age 22, retired at the beginning of the year with unreduced benefits, had no earnings after retirement, and 

had no prior period of disability. Effective 2003, the same assumptions apply except that the benefit is reduced by 2 months because, for a worker retiring at age 65 in 

2003, the age at which one can receive an unreduced benefit—the full retirement age (FRA)—has been raised from 65 to 65 and 2 months. In 2004, the FRA is 65 

and 4 months, so the benefit is reduced by 4 months. In 2005, the FRA is 65 and 6 months, so the benefit is reduced by 6 months. In 2006, the FRA is 65 and 

8 months, so the benefit is reduced by 8 months. In 2007, the FRA is 65 and 10 months, so the benefit is reduced by 10 months. In 2008, the FRA is 66, so the benefit 

is reduced by 12 months.

b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1.

c. Effective February 1968.

d. Derived from transitional guarantee computation based on primary insurance amount (PIA) table of 1978.

e. In 1981, legislation eliminated the minimum PIA for workers who attain age 62 in 1982 or later. (The minimum is retained until 1991 for members of religious orders 

who are under a vow of poverty, provided that the order had elected Social Security coverage before December 29, 1981.)

f. The cost-of-living adjustment (COLA) for December 1999 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 Public Law 106-554, 

benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

g. The full retirement benefit at age 65 and 2 months is $1,741.10.

h. The full retirement benefit at age 65 and 4 months is $1,825.40.

i. The full retirement benefit at age 65 and 6 months is $1,939.00.

j. The full retirement benefit at age 65 and 8 months is $2,053.20.

k. The full retirement benefit at age 65 and 10 months is $2,116.30.

l. The full retirement benefit at age 66 is $2,185.40.

Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at 

age 65, by year they attained age 65, 1940–2008 (in dollars)—Continued

Year a

Minimum benefit payable Maximum benefit payable

At retirement

Effective

December 2007 b

At retirement Effective December 2007 b

Men Women Men Women
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

2.56 ♦ Annual Statistical Supplement, 2008

Table 2.A29—Earnings (retirement) test for years through 1999, by year enacted

Year 

enacted

Effective

year

Beneficiaries

exempt

Earnings

subject

to test

Amount permitted without 

reduction in benefits

(exempt amount)

Reduction in monthly benefit a

Annual 

earnings 

(dollars)

Monthly

wages b

(dollars)

For all beneficiaries

1935 . . . . . . Covered . . . . . . Full monthly benefit

1939 1940 . . . . . . . . . 14.99 . . .

1950 1951 Aged 75 or older . . . c 600 50.00 . . .

1952 1953 . . . . . . c 900 75.00 . . .

1954 1955 Aged 72 or older All d 1,200 80.00 One month’s full benefit for each $80.00 or fraction thereof

1956 1958 Disabled . . . . . . . . . . . .

1958 1959 . . . . . . . . . 100.00 . . .

1960 1961 . . . . . . . . . . . . $1 for each $2 of earnings from $1,201–$1,500

$1 for each $1 of earnings above $1,500

1961 1962 . . . . . . . . . . . . $1 for each $2 of earnings from $1,201–$1,700

$1 for each $1 of earnings above $1,700

1965 1966 . . . . . . 1,500 125.00 $1 for each $2 of earnings from $1,501–$2,700

$1 for each $1 of earnings above $2,700

1967 1968 . . . . . . 1,680 140.00 $1 for each $2 of earnings from $1,681–$2,880

$1 for each $1 of earnings above $2,880

1972 1973 . . . Up to age 72 2,100 175.00 $1 for each $2 of earnings above $2,100

1973 1974 . . . . . . 2,400 200.00 $1 for each $2 of earnings above $2,400

1975 e 2,520 e 210.00 $1 for each $2 of earnings above $2,520

1976 e 2,760 e 230.00 $1 for each $2 of earnings above $2,760

1977 e 3,000 e 250.00 $1 for each $2 of earnings above $3,000

For beneficiaries who have not reached full retirement age f

1977 1978 . . . . . . e 3,240 e 270.00 $1 for each $2 of earnings above $3,240

1979 e 3,480 e 290.00 $1 for each $2 of earnings above $3,480

1980 e 3,720 e 310.00 $1 for each $2 of earnings above $3,720

1981 e 4,080 e 340.00 $1 for each $2 of earnings above $4,080

1982 e 4,440 e 370.00 $1 for each $2 of earnings above $4,440

1983 e 4,920 e 410.00 $1 for each $2 of earnings above $4,920

1984 e 5,160 e 430.00 $1 for each $2 of earnings above $5,160

1985 e 5,400 e 450.00 $1 for each $2 of earnings above $5,400

1986 e 5,760 e 480.00 $1 for each $2 of earnings above $5,760

1987 e 6,000 e 500.00 $1 for each $2 of earnings above $6,000

1988 e 6,120 e 510.00 $1 for each $2 of earnings above $6,120

1989 e 6,480 e 540.00 $1 for each $2 of earnings above $6,480

1990 e 6,840 e 570.00 $1 for each $2 of earnings above $6,840

1991 e 7,080 e 590.00 $1 for each $2 of earnings above $7,080

1992 e 7,440 e 620.00 $1 for each $2 of earnings above $7,440

1993 e 7,680 e 640.00 $1 for each $2 of earnings above $7,680

1994 e 8,040 e 670.00 $1 for each $2 of earnings above $8,040

1995 e 8,160 e 680.00 $1 for each $2 of earnings above $8,160

1996 e 8,280 e 690.00 $1 for each $2 of earnings above $8,280

1997 e 8,640 e 720.00 $1 for each $2 of earnings above $8,640

1998 e 9,120 e 760.00 $1 for each $2 of earnings above $9,120

1999 e 9,600 e 800.00 $1 for each $2 of earnings above $9,600

(Continued)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Annual Statistical Supplement, 2008 ♦ 2.57

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

For beneficiaries who have reached full retirement age f

1977 1978 . . . . . . g 4,000 g 333.33 $1 for each $2 of earnings above $4,000

1979 g 4,500 g 375.00 $1 for each $2 of earnings above $4,500

1980 g 5,000 g 416.66 $1 for each $2 of earnings above $5,000

1981 g 5,500 g 458.33 $1 for each $2 of earnings above $5,500

1982 g 6,000 g 500.00 $1 for each $2 of earnings above $6,000

1981 1983 Aged 70 or older Up to age 70 . . . . . . . . .

1983 e 6,600 e 550.00 $1 for each $2 of earnings above $6,600

1984 e 6,960 e 580.00 $1 for each $2 of earnings above $6,960

1985 e 7,320 e 610.00 $1 for each $2 of earnings above $7,320

1986 e 7,800 e 650.00 $1 for each $2 of earnings above $7,800

1987 e 8,160 e 680.00 $1 for each $2 of earnings above $8,160

1988 e 8,400 e 700.00 $1 for each $2 of earnings above $8,400

1989 e 8,880 e 740.00 $1 for each $2 of earnings above $8,880

1983 1990 . . . . . . . . . . . . $1 for each $3 of earnings above exempt amount

1990 e 9,360 e 780.00 $1 for each $3 of earnings above $9,360

1991 e 9,720 e 810.00 $1 for each $3 of earnings above $9,720

1992 e 10,200 e 850.00 $1 for each $3 of earnings above $10,200

1993 e 10,560 e 880.00 $1 for each $3 of earnings above $10,560

1994 e 11,160 e 930.00 $1 for each $3 of earnings above $11,160

1995 e 11,280 e 940.00 $1 for each $3 of earnings above $11,280

1996 1996 . . . . . . 12,500 h 1,041.67 $1 for each $3 of earnings above $12,500

1997 13,500 1,125.00 $1 for each $3 of earnings above $13,500

1998 14,500 i 1,208.33 $1 for each $3 of earnings above $14,500

1999 15,500 j 1,291.67 $1 for each $3 of earnings above $15,500

2000 2000 . . . Earnings test 

eliminated at 

full retirement 

age k

 . . . . . . . . .

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTE: . . . = not applicable.

a. Earnings of a retired-worker beneficiary affect total monthly family benefit. Earnings of a dependent or survivor beneficiary affect only his or her benefit. However, 

effective January 1985, earnings of a retired-worker beneficiary do not affect the benefit to a divorced spouse who has been divorced at least 2 years. Effective for 

benefits after December 1990, the 2-year requirement is waived if the worker was entitled to benefits before the divorce.

b. Monthly test for self-employment income is defined in terms of substantial services. For taxable years beginning after December 31, 1977, monthly test eliminated for 

wage and self-employment income except that each individual may use a 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 because of automatic adjustment provisions mandated by legislation in 1972 and 1973.

f. Full retirement age is 65 for beneficiaries who attain age 62 (age 60 for widow(er)s) before 2000, gradually increasing to age 67 for beneficiaries who attain age 62 in 

2022 or later.

g. Discretionary increase included in legislation of 1977.

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 (P.L.) 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The annual 

earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 withholding rate). In 

determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of attainment of FRA will be considered. 

P.L. 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.A29—Earnings (retirement) test for years through 1999, by year enacted—Continued

Year 

enacted

Effective

year

Beneficiaries

exempt

Earnings

subject

to test

Amount permitted without 

reduction in benefits

(exempt amount)

Reduction in monthly benefit a

Annual 

earnings 

(dollars)

Monthly

wages b

(dollars)
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

2.58 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A29.1—Earnings (retirement) test for 2000–2008, by year enacted

Year 

enacted

Effective

year

Beneficiaries

exempt

Earnings

subject

to test

Amount permitted without 

reduction in benefits

(exempt amount)

Reduction in monthly benefit a

a. Earnings of a retired-worker beneficiary affect total monthly family benefit. Earnings of a dependent or survivor beneficiary affect only his or her benefit. However, 

earnings of a retired-worker beneficiary do not affect the benefit to a divorced spouse who has been divorced at least 2 years. The 2-year requirement is waived if the 

worker was entitled to benefits before the divorce.

Annual 

earnings b

(dollars)

b. Automatic adjustment provisions and legislative history of the earnings test are in Table 2.A18.

Monthly

wages c

(dollars)

c. Monthly test for self-employment income is defined in terms of substantial services. Each individual may use a monthly test for 1 grace year, usually the year of retirement.

For beneficiaries who have reached full retirement age d

d. Full retirement age is 65 for beneficiaries who attain age 62 (age 60 for widow(er)s) before 2000, gradually increasing to age 67 for beneficiaries who attain age 62 in 

2022 or later. See Table 2.A17.1 for the FRA by year of birth.

2000 2000 . . . The earnings 

test no longer 

applies effective 

with the month 

of attainment of 

full retirement 

age.

 . . . . . . . . .

For beneficiaries who will not reach full retirement age during year d

2000 2000 . . . . . . 10,080 840 $1 for each $2 of earnings above $10,080

2001 10,680 890 $1 for each $2 of earnings above $10,680

2002 11,280 940 $1 for each $2 of earnings above $11,280

2003 11,520 960 $1 for each $2 of earnings above $11,520

2004 11,640 970 $1 for each $2 of earnings above $11,640

2005 12,000 1,000 $1 for each $2 of earnings above $12,000

2006 12,480 1,040 $1 for each $2 of earnings above $12,480

2007 12,960 1,080 $1 for each $2 of earnings above $12,960

2008 13,560 1,130 $1 for each $2 of earnings above $13,560

For beneficiaries who will reach full retirement age during year d

2000 2000 . . . . . . 17,000 e 1,416.67

e. Actual amount is $1,416.66 2/3.

$1 for each $3 of earnings above $17,000

2001 25,000 f 2,083.33

f. Actual amount is $2,083.33 1/3.

$1 for each $3 of earnings above $25,000

2002 30,000 2,500.00 $1 for each $3 of earnings above $30,000

2003 30,720 2,560.00 $1 for each $3 of earnings above $30,720

2004 31,080 2,590.00 $1 for each $3 of earnings above $31,080

2005 31,800 2,650.00 $1 for each $3 of earnings above $31,800

2006 33,240 2,770.00 $1 for each $3 of earnings above $33,240

2007 34,440 2,870.00 $1 for each $3 of earnings above $34,440

2008 36,120 3,010.00 $1 for each $3 of earnings above $36,120

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTES: Public Law (P.L.) 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The 

annual earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 withholding rate). 

In determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of attainment of FRA will be considered. 

P.L. 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.

. . . = not applicable.
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Annual Statistical Supplement, 2008 ♦ 2.59

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A30—Monthly earnings guidelines for substantial gainful activity, 1961–2008 (in dollars)

Year

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.

Blind beneficiaries b

b. The amendments in 1977 provided that, effective 1978, earnings of blind beneficiaries would be evaluated under different SGA guidelines from those of nonblind 

beneficiaries.

Minimum Maximum

1961–1965 50 100 c

c. Pre-1978 guidelines are the same as those for nonblind beneficiaries.

1966–June 1968 75 125 c

July 1968–1973 90 140 c

1974–1975 130 200 c

1976 150 230 c

1977 160 240 c

1978 170 260 334

1979 180 280 375

1980 190 300 417

1981 190 300 459

1982 190 300 500

1983–1989 190 300 d

d. Annual amounts were determined by automatic adjustments linked to increases in average wage level. The amounts equal the monthly exempt amounts under the 

earnings test applicable to beneficiaries who have reached full retirement age (see Table 2.A29 for the amounts for 1983–1995).

1990 300 500 780

1991 300 500 810

1992 300 500 850

1993 300 500 880

1994 300 500 930

1995 300 500 940

1996 300 500 960

1997 300 500 1,000

1998 300 500 1,050

January–June 1999 300 500 1,110

July 1999 300 700 1,110

January 2000 300 700 1,170

January 2001 Discontinued 740 1,240

January 2002 . . . 780 1,300

January 2003 . . . 800 1,330

January 2004 . . . 810 1,350

January 2005 . . . 830 1,380

January 2006 . . . 860 1,450

January 2007 . . . 900 1,500

January 2008 . . . 940 1,570

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2008," Federal Register, vol. 72, no. 206 (October 25, 2007).

NOTES: Earnings are net of any wage subsidies and impairment-related expenses.

The guidelines for substantial gainful activity (SGA) for self-employed individuals differ from the guidelines for wage earners.

Self-employment activity is generally examined in terms of time spent and degree of effort, as compared with that of nondisabled self-employed individuals.

. . . = not applicable.
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

2.60 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 2.A31—Taxation of Social Security benefits

Year enacted

 Individuals or couples with 

income exceeding 

(dollars)— Benefits included in gross income

 Effective for

taxable years—

Married filing jointly

1983 32,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of income 

over $32,000

Ending after

December 31, 1983

1993 32,000 but not 44,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of income 

over $32,000

Beginning after

December 31, 1993

44,000 Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or the sum of 

$6,000 plus 85 percent of income over $44,000

Beginning after

December 31, 1993

Married filing separate returns a

a. Includes only married taxpayers filing separately who lived with their spouse at any time during the tax year; married individuals filing separately who did not live with 

their spouse are treated the same as unmarried individuals.

1983 0 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of

income

Ending after

December 31, 1983

1993 0 Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or 85 percent

of income

Beginning after

December 31, 1993

Individuals in all other filing categories

1983 25,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of

income over $25,000

Ending after

December 31, 1983

1993 25,000 but not 34,000 Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of

income over $25,000

Beginning after

December 31, 1993

34,000 Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or the sum of 

$4,500 plus 85 percent of income over $34,000

Beginning after

December 31, 1993

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Taxation of Social Security benefits is governed by the Internal Revenue Service Code. IRS describes the rules governing taxation of Social Security benefits in IRS publication 915, available at http://www.irs.gov/pub/irs-pdf/p915.pdf.

NOTES: Income is defined as modified adjusted gross income, plus 50 percent of Social Security and Tier 1 Railroad Retirement benefits. Modified adjusted gross 

income is adjusted gross income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with further modification of 

adjusted gross income in some cases involving certain tax provisions of limited applicability among the beneficiary population.

Social Security and Tier 1 Railroad Retirement benefits include workers’ compensation benefits to the extent they cause a reduction in Social Security or Tier 1 Railroad 

Retirement disability benefits.
2.A OASDI: Effect of Current Earnings and Taxation of Benefits

Annual Statistical Supplement, 2008 ♦ 2.61

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

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.

 One-half of

benefits b

 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

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Taxation of Social Security benefits is governed by the Internal Revenue Service Code. IRS describes the rules governing taxation of Social Security benefits in IRS publication 915, available at http://www.irs.gov/pub/irs-pdf/p915.pdf.

NOTE: . . . = not applicable.
2.B SSI: History of Provisions

2.62 ♦ Annual Statistical Supplement, 2008

Table 2.B1—Federal benefit rates, by living arrangement, 1974–2008

Act Effective date

Amount a (dollars)

Individual Couple

Own household b

1972 January 1, 1974 c 130.00 195.00

1973 January 1, 1974 140.00 210.00

1973 July 1, 1974 146.00 219.00

1974 d July 1, 1975 157.70 236.60

July 1, 1976 167.80 251.80

July 1, 1977 177.70 266.70

July 1, 1978 189.40 284.10

July 1, 1979 208.20 312.30

July 1, 1980 238.00 357.00

July 1, 1981 264.70 397.00

July 1, 1982 284.30 426.40

1983 July 1, 1983 e 304.30 456.40

January 1, 1984 314.00 472.00

January 1, 1985 325.00 488.00

January 1, 1986 336.00 504.00

January 1, 1987 340.00 510.00

January 1, 1988 354.00 532.00

January 1, 1989 368.00 553.00

January 1, 1990 386.00 579.00

January 1, 1991 407.00 610.00

January 1, 1992 422.00 633.00

January 1, 1993 434.00 652.00

January 1, 1994 446.00 669.00

January 1, 1995 458.00 687.00

January 1, 1996 470.00 705.00

January 1, 1997 484.00 726.00

January 1, 1998 494.00 741.00

January 1, 1999 500.00 751.00

January 1, 2000 f 513.00 769.00

January 1, 2001 f 531.00 796.00

January 1, 2002 545.00 817.00

January 1, 2003 552.00 829.00

January 1, 2004 564.00 846.00

January 1, 2005 579.00 869.00

January 1, 2006 603.00 904.00

January 1, 2007 623.00 934.00

January 1, 2008 637.00 956.00

(Continued)
2.B SSI: History of Provisions

Annual Statistical Supplement, 2008 ♦ 2.63

CONTACT: Alfreda Brooks (410) 965-9849 or supplement@ssa.gov.

Receiving institutional care covered by Medicaid g

1972 January 1, 1974 25.00 50.00

1987 July 1, 1988 30.00 60.00

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2007; 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 the Social Security Program Rules page (http://www.socialsecurity.gov/

regulations/index.htm). Social Security Administration, Office of the Chief Actuary, "SSI Federal Payment Amounts," http://www.socialsecurity.gov/OACT/COLA/SSIamts.html.

NOTE: For those in another person’s household receiving support and maintenance there, the federal benefit rate is reduced by one-third.

a. For those without countable income. These payments are reduced by the amount of countable income of the individual or couple.

b. Includes persons in private institutions whose care is not provided by Medicaid.

c. Superseded by the provision of 1973.

d. Mechanism established for providing cost-of-living adjustments.

e. General benefit increase.

f. Benefits originally paid in 2000 and through July 2001 were based on federal benefit rates of $512 and $530, 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 on the basis of an adjusted 

benefit rate for months prior to August 2001.

g. Must be receiving more than 50 percent of the cost of the care from Medicaid (Title XIX of the Social Security Act).

Table 2.B1—Federal benefit rates, by living arrangement, 1974–2008—Continued

Act Effective date

Amount a (dollars)

Individual Couple
2.C Medicare: History of Provisions

2.64 ♦ Annual Statistical Supplement, 2008

Table 2.C1—Medicare cost sharing and premium amounts, 1966–2009

Effective 

date a

a. The deductible and coinsurance amounts begin in January unless otherwise noted. The monthly premium amounts were effective in July through 1983 and in January 

for 1984 and succeeding years.

Hospital Insurance (Medicare Part A)

Supplementary Medical Insurance (Medicare Parts B and D)

Part B Part D

All expenses in "benefit period" covered 

except—

Monthly

premium b

(dollars)

Annual

deductible c

(dollars)

Coinsurance c

(percent)

Monthly premium (dollars)

Annual

deductible d,e

(dollars)

Initial

coverage

limit d,e

(dollars)

Out-ofpocket

threshold d,e

(dollars)

Base

beneficiary

monthly

premium d,f

(dollars)

Inpatient

hospital

deductible (IHD)

covers

first 60

days

(dollars)

Inpatient hospital

daily coinsurance Skilled

nursing

facility daily

coinsurance after

20 days

(1/8 x IHD)

(dollars)

For enrollee g,h

(aged

and 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 h

1966 40 10 i i . . . 50 20 3.00 3.00 . . . . . . . . . . . . . . .

1967 40 10 i 5.00 . . . 50 20 3.00 3.00 . . . . . . . . . . . . . . .

1968 40 10 20 5.00 . . . j 50 j 20 k 4.00 k 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 l 20 5.80 5.80 . . . . . . . . . . . . . . .

1973 72 18 36 9.00 33 60 20 m 6.30 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 n,o 60 o 20 11.00 34.20 62.20 . . . . . . . . . . . .

1982 260 65 130 32.50 113 p 75 p 20 12.20 37.00 72.00 . . . . . . . . . . . .

1983 304 76 152 38.00 113 75 20 12.20 41.80 80.00 . . . . . . . . . . . .

1984 356 89 178 44.50 155 75 20 14.60 43.80 94.00 . . . . . . . . . . . .

1985 400 100 200 50.00 174 75 20 15.50 46.50 89.90 . . . . . . . . . . . .

1986 492 123 246 61.50 214 75 20 15.50 46.50 66.10 . . . . . . . . . . . .

1987 520 130 260 65.00 226 75 20 17.90 53.70 88.10 . . . . . . . . . . . .

1988 540 135 270 67.50 234 75 20 24.80 74.40 72.40 . . . . . . . . . . . .

1989 q 560 q qr 25.50 156 75 20 s 31.90 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 t 245 100 20 41.10 82.50 111.10 . . . . . . . . . . . .

1995 716 179 358 89.50 t 261 100 20 46.10 100.10 165.50 . . . . . . . . . . . .

1996 736 184 368 92.00 t 289 100 20 42.50 127.30 167.70 . . . . . . . . . . . .

1997 760 190 380 95.00 t 311 100 20 43.80 131.40 177.00 . . . . . . . . . . . .

1998 764 191 382 95.50 t 309 100 20 43.80 132.00 150.40 . . . . . . . . . . . .

1999 768 192 384 96.00 t 309 100 20 45.50 139.10 160.50 . . . . . . . . . . . .

2000 776 194 388 97.00 t 301 100 20 45.50 138.30 196.70 . . . . . . . . . . . .

2001 792 198 396 99.00 t 300 100 20 50.00 152.00 214.40 . . . . . . . . . . . .

2002 812 203 406 101.50 t 319 100 20 54.00 164.60 192.20 . . . . . . . . . . . .

2003 840 210 420 105.00 t 316 100 20 58.70 178.70 223.30 . . . . . . . . . . . .

2004 876 219 438 109.50 t 343 100 20 66.60 199.80 284.40 uuuu

2005 912 228 456 114.00 t 375 110 20 78.20 234.60 305.40 uuuu

2006 952 238 476 119.00 t 393 124 20 88.50 265.30 318.90 250 2,250 v 3,600 w 32.20

2007 992 248 496 124.00 t 410 131 20 x 93.50 y 280.50 y 301.10 265 2,400 v 3,850 w 27.35

2008 1,024 256 512 128.00 t 423 135 20 x 96.40 y 289.00 y 323.00 275 2,510 v 4,050 w 27.93

2009 1,068 267 534 133.50 t 443 135 20 x 96.40 y 289.00 y 352.00 295 2,700 v 4,350 w 30.36

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: The structure of Medicare has become increasingly complex over the years. This table provides a summary of Medicare cost sharing and premium provisions. It 

should be used as an overview and general guide. It is not intended to explain fully all of the provisions or exclusions of the applicable Medicare laws, regulations, and rulings. Original sources of authority should be researched and utilized.

. . . = not applicable.
2.C Medicare: History of Provisions

Annual Statistical Supplement, 2008 ♦ 2.65

CONTACT: Sol Mussey (410) 786-6386 or supplement@ssa.gov.

b. Standard premium rate for voluntary enrollment by certain aged and disabled individuals not otherwise entitled to Hospital Insurance (HI). (Most individuals aged 65 

and older and many disabled individuals under age 65 are insured for HI benefits without payment of any premium.) In most (but not all) cases, a surcharge applies for 

those beneficiaries who enroll after their initial enrollment period.

c. Most (but not all) services under Part B are subject to the annual deductible and coinsurance percentages shown. Some noteworthy exceptions are footnoted. Noteworthy exceptions in recent years, as of this writing, include (1) clinical lab tests, home health agency services, and certain prescribed preventive care services, which 

are not subject to the deductible or coinsurance and for which the beneficiary pays nothing; (2) outpatient psychiatric services, for which the coinsurance is 50 percent 

but phases down to 20 percent over the 5-year period of 2010–2014; and (3) most services reimbursed under the outpatient hospital prospective payment system, for 

which the coinsurance percentage varies by service but currently falls in the range of 20 percent to 50 percent. Original sources of authority, such as the laws, regulations, and rulings for Part B, should be consulted for specific details.

d. There are substantial premium and cost-sharing subsidies for Part D beneficiaries who meet certain low-income and limited-resources criteria. Subsidy levels vary on 

the basis of dual-eligibility status (that is, coverage by both Medicaid and Medicare), income level, asset level, and whether institutionalized. Premiums and cost-sharing amounts for beneficiaries meeting the criteria may be reduced or waived. (The subsidies are financed by certain payments from the general fund of the 

U.S. Treasury and from the states.) Original sources of authority, such as the laws, regulations, and rulings for Part D, should be consulted for specific details.

e. Under the standard Part D benefit design, there is an initial deductible. After meeting the deductible, the beneficiary pays 25 percent of the remaining costs until the 

initial coverage limit is reached. The beneficiary is then responsible for all costs until the out-of-pocket threshold is reached. (Included in the total out-of-pocket expenditures are the deductible, the 25 percent of costs paid by the beneficiary after the deductible is met and until the initial coverage limit is reached, and the 100 percent 

the beneficiary pays for costs above the initial coverage limit. In determining out-of-pocket costs, only amounts actually paid by the enrollee or another individual, and 

not reimbursed through insurance, are counted; the exception to this “true out-of-pocket” provision is cost-sharing assistance from the low-income subsidies provided 

under Part D and from State Pharmacy Assistance programs.) For costs thereafter, there is catastrophic coverage that requires enrollees to pay the greater of 

5 percent coinsurance or a small defined copayment amount ($2 in 2006, $2.15 in 2007, $2.25 in 2008, and $2.40 in 2009 for generic or preferred multisource drugs, 

and $5.00 in 2006, $5.35 in 2007, $5.60 in 2008, and $6.00 in 2009 for other drugs). Many Part D plans offer alternative coverage that differs from the standard coverage described above. In fact, the majority of beneficiaries are not enrolled in the standard benefit design but rather in plans with low or no deductibles, flat payments 

for covered drugs, and, in some cases, partial coverage in the coverage gap. Covered drugs may vary by plan. Original sources of authority, such as the laws, regulations, and rulings for Part D, should be consulted for more specific details.

f. Actual Part D premiums equal the base beneficiary premium adjusted by a number of factors. Premiums vary significantly from one Part D plan to another and seldom 

equal the base beneficiary premium. A surcharge for enrollment after an individual’s initial enrollment period may apply. (Late enrollment penalties do not apply to 

enrollees who have maintained creditable prescription drug coverage.) Enrollment in Part D is voluntary.

g. Represents standard premium for voluntary enrollment in Part B. Although this is the amount paid by most Part B beneficiaries, there are three provisions that can 

alter the premium for certain enrollees. First, in most (but not all) cases, a surcharge applies for those beneficiaries who enroll after their initial enrollment period. Second, beginning in 2007, beneficiaries whose income is above certain thresholds are required to pay an income-related monthly adjustment amount, in addition to their 

standard monthly premium; see footnote x. Finally, a “hold-harmless” provision, which prohibits increases in the standard Part B premium from exceeding the dollar 

amount of an individual’s Social Security cost-of-living adjustment, lowers the premium for certain individuals who have their premiums deducted from their Social 

Security checks.

h. Beginning in July 1973 for the disabled.

i. Benefit not provided.

j. Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, beginning in April 1968.

k. Beginning in April 1968.

l. Home health services not subject to coinsurance, beginning in January 1973.

m. Standard monthly premiums for July and August 1973 were reduced to $5.80 and $6.10, respectively, by the Cost of Living Council.

n. Home health services not subject to deductible, beginning July 1, 1981.

o. Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, beginning in April 1968, but only when physician accepts 

assignment.

p. Effective October 1, 1982, professional inpatient services of pathologists and radiologists are subject to deductible and coinsurance.

q. Unlike all other years, the 1989 deductible was applied on an annual basis 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).

r. 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.

s. Includes the standard monthly Part B 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 lower premium than that shown.

t. A reduced premium is available to individuals aged 65 and 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 Medicare-covered employment. The reduced premium is $184, $183, $188, $187, 

$170, $170, $166, $165, $175, $174, $189, $206, $216, $226, $233, and $244, for 1994 to 2009, respectively.

u. A temporary Medicare-endorsed prescription drug discount card program was offered. For eligible beneficiaries voluntarily enrolling and paying up to $30 annually, 

discounts on certain prescription drugs were available, as specified by card sponsors. Under a Transitional Assistance (TA) provision, drug-card eligible beneficiaries 

whose incomes did not exceed 135 percent of the federal poverty level and who did not have third-party prescription drug coverage were eligible for (1) financial 

assistance of up to $600 per year for purchasing prescription drugs and (2) a subsidized enrollment fee for the discount card. Enrollment began May 2004, discount 

availability began June 2004, and the program phased out during 2006, as full Part D became available in January 2006.

v. The 2006 out-of-pocket threshold of $3,600 is equivalent to total covered drug costs of $5,100. The 2007 out-of-pocket threshold of $3,850 is equivalent to total covered drug costs of $5,451.25. The 2008 out-of-pocket threshold of $4,050 is equivalent to total covered drug costs of $5,726.25. The 2009 out-of-pocket threshold of 

$4,350 is equivalent to total covered drug costs of $6,153.75.

w. See footnote f. As of this writing, it is estimated that the average enrollee premium for basic Part D coverage, which reflects the specific plan-by-plan premiums and 

the actual number of beneficiaries in each plan, was about $23 in 2006, about $22 in 2007, and about $25 in 2008; and will be about $28 in 2009.

x. See footnote g. The 2009 Part B income-related monthly adjustment amounts and total monthly premium amounts to be paid by beneficiaries, according to income 

level and filing status, are shown in the Medicare section of “Program Descriptions and Legislative History” in this Supplement. The analogous amounts for 2008 and 

2007 are shown on pages 41 of the 2007 Supplement and 2006 Supplement, respectively.

y. For all Part B beneficiaries except those obligated to pay an income-related adjustment amount in addition to their standard Part B premium. For beneficiaries paying 

an income-related adjustment, the government amounts are to be reduced accordingly. See also footnotes g and x.

Table 2.C1—Medicare cost sharing and premium amounts, 1966–2009—Continued
2.C Medicaid: History of Provisions

2.66 ♦ Annual Statistical Supplement, 2008

Table 2.C2—Federal medical assistance percentage and enhanced federal medical assistance percentage,

by state or other area, 2007–2009

State or area

Federal medical assistance percentage a Enhanced federal medical assistance percentage b

2007 c 2008 d 2009 e 2007 c 2008 d 2009 e

Alabama 68.85 67.62 67.98 78.20 77.33 77.59

Alaska f 57.58 52.48 50.53 70.31 66.74 65.37

Arizona 66.47 66.20 65.77 76.53 76.34 76.04

Arkansas 73.37 72.94 72.81 81.36 81.06 80.97

California 50.00 50.00 50.00 65.00 65.00 65.00

Colorado 50.00 50.00 50.00 65.00 65.00 65.00

Connecticut 50.00 50.00 50.00 65.00 65.00 65.00

Delaware 50.00 50.00 50.00 65.00 65.00 65.00

District of Columbia g 70.00 70.00 70.00 79.00 79.00 79.00

Florida 58.76 56.83 55.40 71.13 69.78 68.78

Georgia 61.97 63.10 64.49 73.38 74.17 75.14

Hawaii 57.55 56.50 55.11 70.29 69.55 68.58

Idaho 70.36 69.87 69.77 79.25 78.91 78.84

Illinois 50.00 50.00 50.32 65.00 65.00 65.22

Indiana 62.61 62.69 64.26 73.83 73.88 74.98

Iowa 61.98 61.73 62.62 73.39 73.21 73.83

Kansas 60.25 59.43 60.08 72.16 71.60 72.06

Kentucky 69.58 69.78 70.13 78.71 78.85 79.09

Louisiana 69.69 72.47 71.31 78.78 80.73 79.92

Maine 63.27 63.31 64.41 74.29 74.32 75.09

Maryland 50.00 50.00 50.00 65.00 65.00 65.00

Massachusetts 50.00 50.00 50.00 65.00 65.00 65.00

Michigan 56.38 58.10 60.27 69.47 70.67 72.19

Minnesota 50.00 50.00 50.00 65.00 65.00 65.00

Mississippi 75.89 76.29 75.84 83.12 83.40 83.09

Missouri 61.60 62.42 63.19 73.12 73.69 74.23

Montana 69.11 68.53 68.04 78.38 77.97 77.63

Nebraska 57.93 58.02 59.54 70.55 70.61 71.68

Nevada 53.93 52.64 50.00 67.75 66.85 65.00

New Hampshire 50.00 50.00 50.00 65.00 65.00 65.00

New Jersey 50.00 50.00 50.00 65.00 65.00 65.00

New Mexico 71.93 71.04 70.88 80.35 79.73 79.62

New York 50.00 50.00 50.00 65.00 65.00 65.00

North Carolina 64.52 64.05 64.60 75.16 74.84 75.22

North Dakota 64.72 63.75 63.15 75.30 74.63 74.21

Ohio 59.66 60.79 62.14 71.76 72.55 73.50

Oklahoma 68.14 67.10 65.90 77.70 76.97 76.13

Oregon 61.07 60.86 62.45 72.75 72.60 73.72

Pennsylvania 54.39 54.08 54.52 68.07 67.86 68.16

Rhode Island 52.35 52.51 52.59 66.65 66.76 66.81

South Carolina 69.54 69.79 70.07 78.68 78.85 79.05

South Dakota 62.92 60.03 62.55 74.04 72.02 73.79

Tennessee 63.65 63.71 64.28 74.56 74.60 75.00

Texas 60.78 60.53 59.44 72.55 72.37 71.61

Utah 70.14 71.63 70.71 79.10 80.14 79.50

Vermont 58.93 59.03 59.45 71.25 71.32 71.62

Virginia 50.00 50.00 50.00 65.00 65.00 65.00

Washington 50.12 51.52 50.94 65.08 66.06 65.66

West Virginia 72.82 74.25 73.73 80.97 81.98 81.61

Wisconsin 57.47 57.62 59.38 70.23 70.33 71.57

Wyoming 52.91 50.00 50.00 67.04 65.00 65.00

(Continued)
2.C Medicaid: History of Provisions

Annual Statistical Supplement, 2008 ♦ 2.67

CONTACT: Thomas Musco (202) 690-6870 or supplement@ssa.gov.

Outlying areas

American Samoa h 50.00 50.00 50.00 65.00 65.00 65.00

Guam h 50.00 50.00 50.00 65.00 65.00 65.00

Northern Mariana Islands h 50.00 50.00 50.00 65.00 65.00 65.00

Puerto Rico h 50.00 50.00 50.00 65.00 65.00 65.00

U.S. Virgin Islands h 50.00 50.00 50.00 65.00 65.00 65.00

SOURCE: Department of Health and Human Services, Office of the Assistant Secretary for Planning and Evaluation.

a. Section 1905(b) of the Social Security Act (the 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.

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 cannot exceed 85 percent.

c. Effective October 1, 2006, through September 30, 2007.

d. Effective October 1, 2007, through September 30, 2008.

e. Effective October 1, 2008, through September 30, 2009.

f. The revised federal medical assistance percentages and enhanced federal medical assistance percentages for Alaska for fiscal year 2007 have been calculated pursuant to section 6053(a) of the Deficit Reduction Act.

g. The values for the District of Columbia (DC) in the table were set for the state plan under titles XIX and XXI and for capitation payments and Disproportionate Share 

Hospital (DSH) allotments under those titles. For other purposes, including programs remaining in Title IV of the Act, the percentage for DC is 50.00.

h. For purposes of section 1118 of the Social Security Act, the federal medical assistance percentage used under titles I, X, XIV, and XVI, and part A of title IV will be 

75 percent.

Table 2.C2—Federal medical assistance percentage and enhanced federal medical assistance percentage,

by state or other area, 2007–2009—Continued

State or area

Federal medical assistance percentage a Enhanced federal medical assistance percentage b

2007 c 2008 d 2009 e 2007 c 2008 d 2009 e
2.F SSA Administrative Data: Offices and Staff

2.68 ♦ Annual Statistical Supplement, 2008

CONTACT: Harold Atkins for SSA data (410) 965-4311 and Sylvia Baquero for Office of Disability Adjudication and Review data (703) 605-8517 or supplement@ssa.gov.

Table 2.F1—Number of SSA offices, 2007

Office Number

Headquarters (Baltimore, Maryland) 1

Regional offices a

a. Regional offices are located in Boston, Massachusetts; New York, New York; Philadelphia, Pennsylvania; Atlanta, Georgia; Chicago, Illinois; Dallas, Texas; Kansas 

City, Missouri; Denver, Colorado; San Francisco, California; and Seattle, Washington.

10

Field offices b

b. In December 1997, the field offices were redesignated as Level 1, 2, or resident stations depending on the characteristics of the facility, service area, and other

conditions.

1,294

Level 1 619

Level 2 643

Resident stations 32

Teleservice centers c

c. The New Orleans teleservice center closed in August 2005.

35

Program service centers d

d. Program service centers are located in Jamaica, New York; Philadelphia, Pennsylvania; Birmingham, Alabama; Chicago, Illinois; Kansas City, Missouri; and

Richmond, California.

6

Data operations center e

e. The data operations center is located in Wilkes-Barre, Pennsylvania.

1

Office of Disability Adjudication and Review

Headquarters (Falls Church, Virginia) 1

Regional offices 10

Hearing offices 141

Satellite offices 5

SOURCES: Social Security Administration, Office of Public Service and Operations Support’s database and Office of Disability Adjudication and Review’s Case Control 

System.
2.F SSA Administrative Data: Offices and Staff

Annual Statistical Supplement, 2008 ♦ 2.69

CONTACT: Nancy Bosque (410) 965-5733 or supplement@ssa.gov.

CONTACT: Stacy Coblentz (410) 966-0477 or supplement@ssa.gov.

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

September 30, 2007

Characteristic All grade levels GS 1–4 GS 5–8 GS 9–12 GS 13–15 SES

Number

Total a

a. Includes all full-time and part-time permanent employees.

62,274 868 17,712 32,563 9,508 147

Percentage of total

Women 69.7 69.3 78.9 71.8 54.5 39.4

Minorities 47.5 65.9 59.0 47.0 30.5 26.5

Black 28.8 51.6 36.7 27.1 20.0 17.6

Hispanic 13.1 8.1 16.5 13.7 6.1 8.1

Asian/Pacific Islander 4.4 4.9 4.5 4.7 3.3 0

American Indian/Alaska Native 1.3 1.1 1.2 1.3 1.0 0.6

Employees with targeted disabilities 2.1 7.6 3.7 1.3 0.9 0.6

SOURCE: Social Security Administration’s Human Resources Management Information System.

Table 2.F3—Number of work years, fiscal years 1995–2007

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.

1995 62,504 67,063

1996 62,133 66,726

1997 61,224 69,378

1998 59,943 67,210

1999 59,752 66,459

2000 60,434 65,521

2001 61,490 65,562

2002 61,914 65,742

2003 63,569 65,343

2004 63,186 c 66,154

c. Includes 178 work years for activities related to Medicare Modernization Act.

2005 63,696 d 68,026

d. Includes 1,962 work years for Medicare Modernization Act.

2006 61,692 66,878

2007 60,206 63,939

SOURCE: Social Security Administration’s Payroll Reports.
2.F SSA Administrative Data: Claims Workloads

2.70 ♦ Annual Statistical Supplement, 2008

CONTACT: Kelli Fitzgerald (410) 966-8673 or supplement@ssa.gov.

CONTACT: Kelli Fitzgerald (410) 966-8673 or supplement@ssa.gov.

CONTACT: Kelli Fitzgerald (410) 966-8673 or supplement@ssa.gov.

Table 2.F4—Number of Old-Age and Survivors Insurance claims, fiscal year 2007 (in thousands)

Workload Total Worker

Family members

and survivors

Received 3,838.4 2,342.5 1,495.9

Processed a

a. See Table 6.A1 for data on number of awards.

3,863.8 2,349.1 1,514.7

SOURCE: Social Security Administration, Office of Systems, Integrated Work Measurement System.

NOTE: Beginning and ending pending totals are no longer reported effective with 2005.

Table 2.F5—Number of Disability Insurance claims, fiscal year 2007 (in thousands)

Workload Total Worker

Family members

and survivors

Received 2,596.6 2,334.6 262.0

Processed a

a. See Table 6.A1 for data on number of awards.

2,649.0 2,381.9 267.1

SOURCE: Social Security Administration, Office of Systems, Integrated Work Measurement System.

NOTE: Beginning and ending pending totals are no longer reported effective with 2005.

Table 2.F6—Number of Supplemental Security Income claims, fiscal year 2007 (in thousands)

Workload Total Aged Blind or disabled

Received 2,670.2 290.4 2,379.8

Processed a

a. See Table 7.A8 for data on number of awards.

2,666.2 289.0 2,377.2

SOURCE: Social Security Administration, Office of Systems, Integrated Work Measurement System.

NOTE: Beginning and ending pending totals are no longer reported effective with 2005.
2.F SSA Administrative Data: Service Delivery

Annual Statistical Supplement, 2008 ♦ 2.71

CONTACT: Diane L. Harris (410) 965-3428, Paul Funk (410) 966-1876, or supplement@ssa.gov.

Table 2.F7—Accuracy rates and use of 800 telephone number, fiscal years 2003–2007

Item 2003 2004 2005 2006 2007

Accuracy rates (percent)

OASI payments

Payment review/stewardship results

Excess payments 99.9 99.7 a 99.9

a. Revised data.

a 99.8 99.9

Underpayments 99.9 99.9 a 99.9 99.9 99.9

SSI payments

Payment review/stewardship results

Excess payments 93.9 93.6 93.6 92.1 90.9

Underpayments 98.8 98.7 98.6 97.8 98.5

Disability Insurance benefits b

b. Represents cases free of decisional and documentation errors.

Initial claims 93.3 93.7 92.0 93.4 93.8

Allowances 96.6 96.5 90.2 96.1 96.5

Denials 91.5 92.0 93.5 92.0 92.3

Reconsideration 90.9 90.6 91.1 91.2 91.9

Reversals of denials 96.6 96.5 95.4 96.2 97.5

Affirmations of denials 89.9 89.6 90.3 90.5 91.0

National 800 number network (1-800-772-1213)

Total transactions handled (millions) c

c. Prior to 2007, represents calls in which the caller chose either to speak with an agent or to enter the automation platform, even if the call was later abandoned. Omits 

calls abandoned before making a selection, or reaching a busy signal. Beginning in 2007, represents transactions in which caller is helped by an agent or through the 

automation platform. Multiple transactions in a single call are counted separately.

64.0 67.2 67.2 66.4 57.7

Average time to resolve caller’s question (minutes) 3.8 4.2 4.9 4.6 4.2

SOURCES: Social Security Administration, Office of Quality Performance and Office of Central Operations.
2.F SSA Administrative Data: Hearings and Appeals

2.72 ♦ Annual Statistical Supplement, 2008

CONTACT: Steve Sapp (703) 605-8527 or supplement@ssa.gov.

CONTACT: Steve Sapp (703) 605-8527 or supplement@ssa.gov.

CONTACT: Steve Sapp (703) 605-8527 or supplement@ssa.gov.

Table 2.F8—Workload of SSA’s Administrative Law Judges (ALJs), fiscal years 2005–2007

Item 2005 2006 2007

Number of ALJs 986 1,018 1,006

Average monthly hearing dispositions per ALJ 51 46 45

Average hearings pending per ALJ 628 644 702

SOURCES: Social Security Administration, Office of Disability Adjudication and Review. Actual data from the Key Workload Indicator Report.

NOTE: Data based on ALJ availability; data exclude Regional Chief ALJs; average hearings pending per ALJ based on ALJs on duty.

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

fiscal years 2006–2007

Program

Hearing level receipts Hearing level dispositions End-of-year pending cases

2006 2007 2006 2007 2006 2007

Total 559,197 579,127 563,220 547,951 715,568 746,744

OASI 2,154 1,833 2,310 2,496 3,068 2,347

Disability

DI 204,590 209,015 198,094 189,091 242,253 252,468

SSI 143,107 148,590 148,374 143,728 195,737 199,030

DI and SSI 208,119 219,689 210,200 212,636 274,510 292,899

Medicare (Parts A and B and adversarial) 1,227 0 4,242000

Black Lung 000000

SOURCES: Social Security Administration, Office of Disability Adjudication and Review. Actual data from the Key Workload Indicator Report.

Table 2.F11—Number of SSA Appeals Council cases, fiscal years 2005–2007

Cases 2005 2006 2007

Beginning-of-year pending 45,911 42,815 44,032

Receipts 90,987 94,755 96,260

Dispositions 94,083 93,538 87,129

End-of-year pending 42,815 44,032 53,163

SOURCES: Social Security Administration, Office of Disability Adjudication and Review. Actual data from the Key Workload Indicator Report.
Employment and Earnings 3.1

Interprogram Data 3.3

Poverty 3.13

Section 3. Social Welfare

and the Economy

3.B Employment and Earnings

Annual Statistical Supplement, 2008 ♦ 3.1

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

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

selected years 1938–2009

Effective date

Minimum hourly wage for workers

in jobs first covered by—

Production workers

in manufacturing a

1938 act b

(dollars)

1961 amendments c

(dollars)

1966 and subsequent amendments d

Average gross

hourly earnings

(dollars)

Average

weekly hours

Nonfarm

(dollars)

Farm

(dollars)

October 24

1938 0.25 . . . . . . . . . 0.62 35.6

1939 0.30 . . . . . . . . . 0.63 37.7

1945 0.40 . . . . . . . . . 1.02 43.5

January 25, 1950 0.75 . . . . . . . . . 1.44 40.5

March 1, 1956 1.00 . . . . . . . . . 1.95 40.4

September 3

1961 1.15 1.00 . . . . . . 2.32 39.8

1963 1.25 1.00 . . . . . . 2.46 40.5

1964 1.25 1.15 . . . . . . 2.53 40.7

1965 1.25 1.25 . . . . . . 2.61 41.2

February 1

1967 1.40 1.40 1.00 1.00 2.83 40.6

1968 1.60 1.60 1.15 1.15 3.01 40.7

1969 1.60 1.60 1.30 1.30 3.19 40.6

1970 1.60 1.60 1.45 1.30 3.36 39.8

1971 1.60 1.60 1.60 1.30 3.57 39.9

May 1, 1974 2.00 2.00 1.90 1.60 4.42 40.0

January 1

1975 2.10 2.10 2.00 1.80 4.83 39.5

1976 2.30 2.30 2.20 2.00 5.22 40.1

1977 2.30 2.30 2.30 2.20 5.68 40.3

1978 2.65 2.65 2.65 2.65 6.17 40.4

1979 2.90 2.90 2.90 2.90 6.70 40.2

1980 3.10 3.10 3.10 3.10 7.27 39.7

1981 3.35 3.35 3.35 3.35 7.99 39.8

1982 3.35 3.35 3.35 3.35 8.49 38.9

1983 3.35 3.35 3.35 3.35 8.83 40.1

1984 3.35 3.35 3.35 3.35 9.19 40.7

1985 3.35 3.35 3.35 3.35 9.54 40.5

1986 3.35 3.35 3.35 3.35 9.73 40.7

1987 3.35 3.35 3.35 3.35 9.91 41.0

1988 3.35 3.35 3.35 3.35 10.19 41.1

1989 3.35 3.35 3.35 3.35 10.48 41.0

April 1

1990 e 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

(Continued)
3.B Employment and Earnings

3.2 ♦ Annual Statistical Supplement, 2008

CONTACT: Greg Diez (410) 965-0153 or supplement@ssa.gov.

January 1

1998 e 5.15 5.15 5.15 5.15 13.45 41.4

1999 e 5.15 5.15 5.15 5.15 13.85 41.4

2000 e 5.15 5.15 5.15 5.15 14.32 41.3

2001 e 5.15 5.15 5.15 5.15 14.76 40.3

2002 e 5.15 5.15 5.15 5.15 15.29 40.5

2003 e 5.15 5.15 5.15 5.15 15.74 40.4

2004 e 5.15 5.15 5.15 5.15 16.14 40.8

2005 e 5.15 5.15 5.15 5.15 16.56 40.7

2006 e 5.15 5.15 5.15 5.15 16.81 41.1

2007 e,f 5.85 5.85 5.85 5.85 17.26 41.2

2008 e,g 6.55 6.55 6.55 6.55 -- --

2009 e,h 7.25 7.25 7.25 7.25 -- --

SOURCE: Department of Labor, Bureau of Labor Statistics.

NOTE: . . . = not applicable; -- = not available.

a. For year in which minimum wage rate changes were effective.

b. The 1938 act was applicable generally to employees engaged in interstate commerce or in the production of goods for interstate commerce.

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.

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.

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.

f. Effective July 24, 2007.

g. Effective July 24, 2008.

h. Effective July 24, 2009.

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

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

selected years 1938–2009—Continued

Effective date

Minimum hourly wage for workers

in jobs first covered by—

Production workers

in manufacturing a

1938 act b

(dollars)

1961 amendments c

(dollars)

1966 and subsequent amendments d

Average gross

hourly earnings

(dollars)

Average

weekly hours

Nonfarm

(dollars)

Farm

(dollars)
3.C Interprogram Data

Annual Statistical Supplement, 2008 ♦ 3.3

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

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

selected years 1965–2007 (in millions of dollars)

Program and source 1965 1970 1975 1980 1985 1995 2000 2003 2004 2005 2006 2007

Social Security trust funds

Old-Age and Survivors Insurance a

a. Totals do not necessarily equal the sum of rounded components. Employment taxes depend on tax rates and, for the Old-Age and Survivors Insurance and Disability 

Insurance Trust Funds, wage bases (taxable maximums). (Beginning in 1994, no wage base applies to Medicare’s Hospital Insurance program.) Employer and 

employee contributions differ by estimated amounts of employee tax overpayments and by employee tax on tips.

16,017 30,257 56,815 103,456 178,010 309,906 432,977 468,574 486,726 520,706 550,414 578,069

Employer 7,618 14,489 27,184 49,731 83,682 143,978 200,431 217,675 223,311 241,018 253,705 265,753

Employee 7,440 14,204 26,947 49,436 83,400 143,335 198,736 216,222 222,118 239,163 251,813 263,856

Self-employed 959 1,564 2,684 4,289 7,720 17,103 22,216 22,179 26,703 26,682 29,269 31,269

Taxation of benefits . . . . . . . . . . . . 3,208 5,490 11,594 12,497 14,593 13,843 15,628 17,192

Disability Insurance a 1,188 4,481 7,444 13,255 17,204 54,695 71,813 78,386 81,287 87,150 92,038 96,636

Employer 564 2,154 3,562 6,307 8,119 25,665 33,971 36,962 37,922 40,929 43,081 45,127

Employee 551 2,117 3,530 6,254 8,087 25,545 33,701 36,716 37,720 40,614 42,760 44,804

Self-employed 73 210 352 694 776 3,144 3,420 3,764 4,534 4,534 4,967 5,312

Taxation of benefits . . . . . . . . . . . . 222 341 721 944 1,111 1,073 1,230 1,393

Medicare trust funds

Hospital Insurance a . . . 4,880 11,510 23,866 47,173 103,301 154,520 159,164 166,977 182,565 194,238 205,289

Employer . . . 2,379 5,578 11,591 22,613 45,839 67,526 69,885 72,760 80,159 84,417 89,093

Employee . . . 2,332 5,530 11,518 22,549 45,852 67,526 69,885 72,760 80,159 84,417 89,093

Self-employed . . . 169 395 739 1,970 6,743 9,299 9,472 10,964 11,065 12,439 13,669

Voluntarily enrolled b

b. Beginning in July 1973, aged ineligibles may voluntarily enroll for HI.

. . . . . . 7 18 41 954 1,382 1,604 1,915 2,416 2,645 2,841

Taxation of benefits . . . . . . . . . . . . . . . 3,913 8,787 8,318 8,577 8,765 10,319 10,593

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 19,717 20,556 27,402 31,435 37,535 42,853 46,773

Aged . . . 1,096 1,759 2,707 5,105 17,651 17,892 23,546 26,737 31,722 36,346 39,676

Disabled . . . . . . 158 304 508 2,066 2,664 3,856 4,699 5,813 6,507 7,096

SOURCE: Department of the Treasury.

NOTE: . . . = not applicable.
3.C Interprogram Data

3.4 ♦ Annual Statistical Supplement, 2008

Table 3.C4—Average monthly amount of Social Security and Supplemental Security Income,

December 1950–2007 (in current and 2007 dollars)

Year

Average monthly Social Security benefit

in current-payment status

Average monthly Supplemental

Security Income amount for—

Consumer

Price Index a

Retired workers

Widowed mother or father

and 2 children Aged recipients b

Current

dollars

2007

dollars

Current

dollars

2007

dollars

Current

dollars

2007

dollars

1950 43.86 368.42 93.90 788.76 43.05 361.62 25.0

1951 42.14 333.94 93.80 743.32 44.55 353.04 26.5

1952 49.25 387.36 106.00 833.71 48.80 383.82 26.7

1953 51.10 398.92 111.90 873.57 48.90 381.75 26.9

1954 59.14 465.15 130.50 1,026.40 48.70 383.03 26.7

1955 61.90 485.04 135.40 1,060.97 50.05 392.18 26.8

1956 63.09 480.03 141.00 1,072.83 53.25 405.16 27.6

1957 64.58 477.53 146.30 1,081.80 55.50 410.39 28.4

1958 66.35 482.13 151.70 1,102.32 56.95 413.82 28.9

1959 72.78 519.86 170.70 1,219.29 56.70 405.00 29.4

1960 74.04 521.76 188.00 1,324.83 58.90 415.07 29.8

1961 75.65 529.55 189.30 1,325.10 57.60 403.20 30.0

1962 76.19 526.31 190.70 1,317.34 61.55 425.18 30.4

1963 76.88 522.49 192.50 1,308.25 62.80 426.80 30.9

1964 77.57 522.11 193.40 1,301.73 63.65 428.41 31.2

1965 83.92 554.19 219.80 1,451.51 63.10 416.70 31.8

1966 84.35 538.40 221.90 1,416.38 68.05 434.36 32.9

1967 85.37 528.84 224.40 1,390.09 70.15 434.56 33.9

1968 98.86 584.81 257.10 1,520.87 69.55 411.42 35.5

1969 100.40 559.26 255.80 1,424.88 73.90 411.64 37.7

1970 118.10 623.14 291.10 1,535.95 77.65 409.71 39.8

1971 132.17 675.32 320.00 1,635.04 77.50 395.99 41.1

1972 162.35 802.20 383.10 1,892.96 79.95 395.05 42.5

1973 166.42 756.45 391.00 1,777.27 76.15 346.14 46.2

1974 188.21 761.54 438.40 1,773.87 91.06 368.45 51.9

1975 207.18 783.92 468.60 1,773.08 90.93 344.06 55.5

1976 224.86 811.35 503.40 1,816.39 94.37 340.51 58.2

1977 243.00 821.74 546.60 1,848.41 96.62 326.73 62.1

1978 263.20 816.43 591.90 1,836.03 100.43 311.53 67.7

1979 294.30 805.78 655.00 1,793.35 122.67 335.86 76.7

1980 341.40 830.75 759.20 1,847.42 128.20 311.96 86.3

1981 385.97 862.27 858.00 1,916.81 137.81 307.87 94.0

1982 419.30 902.18 885.50 1,905.28 145.69 313.47 97.6

1983 440.77 913.74 923.00 1,913.43 157.89 327.31 101.3

1984 460.57 918.52 948.30 1,891.20 157.88 314.86 105.3

1985 478.62 919.58 981.50 1,885.77 164.26 315.60 109.3

1986 488.44 928.26 994.00 1,889.05 173.66 330.03 110.5

1987 512.65 932.90 1,032.30 1,878.54 180.64 328.72 115.4

1988 536.77 935.45 1,070.40 1,865.43 188.23 328.04 120.5

1989 566.85 944.00 1,120.04 1,865.25 198.81 331.09 126.1

1990 602.56 945.72 1,177.70 1,848.41 212.66 333.77 133.8

1991 629.32 958.36 1,216.76 1,852.93 221.30 337.01 137.9

1992 652.64 965.85 1,252.40 1,853.45 227.39 336.52 141.9

1993 674.06 970.87 1,282.60 1,847.37 236.52 340.67 145.8

1994 697.34 978.23 1,328.40 1,863.49 242.54 340.24 149.7

1995 719.80 984.74 1,365.50 1,868.11 250.65 342.91 153.5

1996 744.96 986.39 1,450.60 1,920.72 260.75 345.26 158.6

1997 774.84 1,008.78 1,502.60 1,956.27 268.46 349.51 161.3

1998 779.69 998.99 1,537.70 1,970.21 277.45 355.49 163.9

1999 804.30 1,003.58 1,590.40 1,984.46 289.19 360.84 168.3

(Continued)
3.C Interprogram Data

Annual Statistical Supplement, 2008 ♦ 3.5

CONTACT: Stella M. Coleman (410) 965-0157 or supplement@ssa.gov.

2000 844.48 1,019.20 1,675.40 2,022.03 299.69 361.69 174.0

2001 874.44 1,039.23 1,755.10 2,085.86 314.22 373.44 176.7

2002 895.00 1,038.97 1,812.10 2,103.60 330.04 383.13 180.9

2003 922.08 1,050.66 1,880.97 2,143.26 342.28 390.01 184.3

2004 954.89 1,053.74 1,952.80 2,154.96 350.53 386.82 190.3

2005 1,002.00 1,069.21 2,061.30 2,199.56 360.25 384.41 196.8

2006 1,044.40 1,086.84 2,146.70 2,233.93 373.05 373.05 201.8

2007 1,078.60 1,078.60 2,221.10 2,221.10 384.15 384.15 210.0

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, 100 percent data.

a. Data from Bureau of Labor Statistics, Consumer Price Index for All Urban Consumers (CPI-U) for all items (1982–1984 = 100).

b. For 1940–1973, data refer to Old-Age Assistance program. Beginning January 1974, the Supplemental Security Income program superseded the Old-Age Assistance 

program in the 50 states and the District of Columbia.

Table 3.C4—Average monthly amount of Social Security and Supplemental Security Income,

December 1950–2007 (in current and 2007 dollars)—Continued

Year

Average monthly Social Security benefit

in current-payment status

Average monthly Supplemental

Security Income amount for—

Consumer

Price Index a

Retired workers

Widowed mother or father

and 2 children Aged recipients b

Current

dollars

2007

dollars

Current

dollars

2007

dollars

Current

dollars

2007

dollars
3.C Interprogram Data

3.6 ♦ Annual Statistical Supplement, 2008

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

Income (SSI) payments, or both, by state, December 1940–2007, selected years

Year and state

Population aged 65 or older receiving— Persons receiving both OASDI 

OASDI SSI a and SSI as a percentage of—

OASDI and SSI,

number per 1,000

OASDI, SSI,

or both,

number per 1,000

Number

per 1,000 State rank

Number

per 1,000 State rank

OASDI

beneficiaries

SSI

recipients

1940 7 . . . 217 . . . 1 223 14.3 0.5

1945 62 . . . 194 . . . 5 251 8.1 2.6

1950 164 . . . 224 . . . 22 366 12.6 9.8

1955 394 . . . 179 . . . 34 539 8.6 19.2

1960 616 . . . 141 . . . 41 716 6.6 28.5

1965 752 . . . 117 . . . 52 817 7.0 44.7

1970 855 . . . 104 . . . 63 896 7.4 60.4

1975 904 . . . 111 . . . 78 939 8.6 69.5

1980 914 . . . 87 . . . 61 941 6.7 70.2

1985 917 . . . 71 . . . 51 937 5.5 71.1

1990 924 . . . 66 . . . 46 944 4.9 69.2

1995 913 . . . 63 . . . 39 937 4.3 62.6

2000 911 . . . 57 . . . 34 934 3.7 59.1

2001 908 . . . 56 . . . 33 931 3.6 58.4

2002 901 . . . 56 . . . 32 924 3.6 57.8

2003 908 . . . 55 . . . 32 932 3.5 57.4

2004 926 . . . 54 . . . 31 950 3.3 57.0

2005 919 . . . 53 . . . 31 943 3.3 57.6

2006 919 . . . 53 . . . 30 942 3.3 57.1

2007

United States 904 . . . 53 . . . 30 926 3.4 57.3

Alabama 928 29 54 11 41 941 4.4 75.8

Alaska 909 34 64 6 39 934 4.2 60.4

Arizona 833 48 29 30 17 845 2.1 60.2

Arkansas 938 25 47 14 37 948 3.9 78.6

California 829 50 133 1 68 894 8.2 51.5

Colorado 906 35 29 31 16 918 1.8 57.1

Connecticut 947 16 27 36 13 961 1.4 49.0

Delaware 939 22 21 41 13 947 1.4 62.1

District of Columbia 729 51 61 9 36 754 4.9 58.9

Florida 833 49 47 15 24 855 2.9 51.3

Georgia 906 37 54 12 38 922 4.1 69.6

Hawaii 857 47 46 16 23 881 2.6 48.6

Idaho 965 7 19 43 14 969 1.5 75.4

Illinois 903 40 38 23 16 924 1.8 43.9

Indiana 963 9 16 49 11 968 1.1 68.6

Iowa 963 8 16 48 11 968 1.2 70.6

Kansas 936 26 18 45 12 942 1.2 64.6

Kentucky 924 32 61 8 45 940 4.8 73.1

Louisiana 905 39 65 5 48 922 5.3 73.9

Maine 968 4 27 34 21 974 2.2 78.8

Maryland 868 46 37 24 18 888 2.0 47.2

Massachusetts 906 36 56 10 30 932 3.3 53.8

Michigan 967 5 28 32 16 980 1.7 57.3

Minnesota 950 14 27 37 12 964 1.3 45.8

Mississippi 926 31 81 3 62 945 6.7 76.9

(Continued)
3.C Interprogram Data

Annual Statistical Supplement, 2008 ♦ 3.7

CONTACT: Stella M. Coleman (410) 965-0157 or supplement@ssa.gov.

2007 (cont.)

Missouri 945 18 25 38 17 953 1.8 68.4

Montana 949 15 18 44 14 953 1.5 78.1

Nebraska 939 24 17 47 11 944 1.2 67.7

Nevada 905 38 33 26 19 919 2.1 59.1

New Hampshire 971 2 11 51 7 975 0.7 65.5

New Jersey 918 33 45 17 21 943 2.3 46.3

New Mexico 886 43 63 7 44 905 4.9 69.3

New York 870 45 91 2 44 917 5.0 48.2

North Carolina 959 10 43 20 32 970 3.4 74.9

North Dakota 956 11 19 42 14 962 1.4 70.3

Ohio 932 28 24 39 14 942 1.5 58.2

Oklahoma 934 27 32 27 23 943 2.5 71.9

Oregon 956 12 27 33 16 967 1.7 58.4

Pennsylvania 945 19 32 28 19 959 2.0 57.7

Rhode Island 945 20 49 13 31 963 3.3 62.8

South Carolina 939 23 42 21 32 950 3.4 74.8

South Dakota 967 6 27 35 17 976 1.8 65.1

Tennessee 942 21 44 18 32 953 3.4 73.0

Texas 891 42 68 4 46 913 5.2 67.7

Utah 885 44 17 46 9 893 1.0 53.3

Vermont 971 3 30 29 24 977 2.4 79.6

Virginia 900 41 38 22 23 916 2.5 59.3

Washington 927 30 36 25 14 949 1.5 39.7

West Virginia 946 17 43 19 30 960 3.1 68.6

Wisconsin 973 1 21 40 14 981 1.4 63.7

Wyoming 953 13 13 50 10 956 1.1 79.5

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record (Characteristic Extract Record format), and Census Bureau, 

100 percent data.

NOTE: . . . = not applicable.

a. For 1940–1973, data refer to the Old-Age Assistance program. Beginning January 1974, the Supplemental Security Income program superseded the Old-Age Assistance program in the 50 states and the District of Columbia.

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

Income (SSI) payments, or both, by state, December 1940–2007, selected years—Continued

Year and state

Population aged 65 or older receiving— Persons receiving both OASDI 

OASDI SSI a and SSI as a percentage of—

OASDI and SSI,

number per 1,000

OASDI, SSI,

or both,

number per 1,000

Number

per 1,000 State rank

Number

per 1,000 State rank

OASDI

beneficiaries

SSI

recipients
3.C Interprogram Data

3.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

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

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

category, December 2007

Type of benefit

All OASDI

beneficiaries

Number receiving SSI Percentage of all OASDI beneficiaries

Total Aged

Blind and

disabled Total Aged

Blind and

disabled

Total 49,864,838 2,558,490 679,729 1,878,761 5.1 1.4 3.8

Retirement 34,454,106 1,069,089 571,020 498,069 3.1 1.7 1.4

Workers aged 65 or older 28,783,314 796,837 508,597 288,240 2.8 1.8 1.0

Men 14,747,448 329,893 205,586 124,307 2.2 1.4 0.8

Women 14,035,866 466,944 303,011 163,933 3.3 2.2 1.2

Workers aged 62–64 2,744,414 43,724 0 43,724 1.6 0 1.6

Men 1,364,105 26,718 0 26,718 2.0 0 2.0

Women 1,380,309 17,006 0 17,006 1.2 0 1.2

Wives and husbands 2,432,082 133,977 62,407 71,570 5.5 2.6 2.9

Aged 65 or older 2,172,389 122,804 62,407 60,397 5.7 2.9 2.8

Aged 62–64 222,767 10,311 0 10,311 4.6 0 4.6

Under age 62 with children 36,926 862 0 862 2.3 0 2.3

Disabled adult children 196,038 90,641 16 90,625 46.2 a

a. Less than 0.05 percent.

46.2

Aged 65 or older 1,184 512 16 496 43.2 1.4 41.9

Aged 18–64 194,854 90,129 0 90,129 46.3 0 46.3

Children under age 18 and students aged 18–19 298,258 3,910 0 3,910 1.3 0 1.3

Survivors 6,494,518 416,707 107,264 309,443 6.4 1.7 4.8

Nondisabled widow(er)s 4,211,356 195,693 104,838 90,855 4.6 2.5 2.2

Aged 65 or older 3,776,522 190,119 104,838 85,281 5.0 2.8 2.3

Aged 60–64 434,834 5,574 0 5,574 1.3 0 1.3

Disabled widow(er)s 224,982 35,519 15 35,504 15.8 a 15.8

Widowed mothers and fathers 164,665 3,765 41 3,724 2.3 a 2.3

Parents 1,809 83 73 10 4.6 4.0 0.6

Disabled adult children 521,293 158,886 2,297 156,589 30.5 0.4 30.0

Aged 65 or older 70,485 21,232 2,297 18,935 30.1 3.3 26.9

Aged 18–64 450,808 137,654 0 137,654 30.5 0 30.5

Children under age 18 and students aged 18–19 1,370,413 22,761 0 22,761 1.7 0 1.7

Disability 8,916,214 1,072,694 1,445 1,071,249 12.0 a 12.0

Workers 7,098,723 955,037 349 954,688 13.5 a 13.4

Men 3,773,912 406,765 151 406,614 10.8 a 10.8

Women 3,324,811 548,272 198 548,074 16.5 a 16.5

Wives and husbands 152,802 10,724 1,096 9,628 7.0 0.7 6.3

Aged 65 or older 33,312 3,987 1,096 2,891 12.0 3.3 8.7

Aged 62–64 42,262 2,221 0 2,221 5.3 0 5.3

Under age 62 with children 77,228 4,516 0 4,516 5.8 0 5.8

Disabled adult children aged 18–64 77,346 52,755 0 52,755 68.2 0 68.2

Children under age 18 and students aged 18–19 1,587,343 54,178 0 54,178 3.4 0 3.4

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

OASDI = Old-Age, Survivors, and Disability Insurance
3.C Interprogram Data

Annual Statistical Supplement, 2008 ♦ 3.9

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

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

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

December 1978–2007

Year

Unduplicated

total a

a. Includes persons receiving Old-Age, Survivors, and Disability Insurance (OASDI), SSI, or both.

OASDI beneficiaries Blind or disabled SSI recipients

Total

Disabled

workers

Disabled

adult children

under age 65

Disabled

widow(er)s Total

Receiving

SSI only

Receiving

both SSI

and OASDI

1978 4,676,450 3,415,469 2,879,774 405,944 129,751 1,747,126 b 1,260,981

b. The number of OASDI disabled adult child beneficiaries aged 18–64 also receiving SSI was estimated on the basis of 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.

686,619

1990 5,395,261 3,667,721 3,011,294 555,438 100,989 2,449,897 1,727,540 722,357

1991 5,743,614 3,877,804 3,194,938 568,377 114,489 2,641,524 1,865,810 775,714

1992 6,249,217 4,185,714 3,467,783 586,607 131,324 2,909,997 2,063,503 846,494

1993 6,707,127 4,476,648 3,725,966 603,667 147,015 3,148,413 2,230,479 917,934

1994 7,103,399 4,741,348 3,962,954 617,718 160,676 3,335,255 2,362,051 973,204

1995 7,398,942 4,987,004 4,185,263 628,717 173,024 3,482,256 2,411,938 1,070,318

1996 7,691,134 5,205,071 4,385,623 637,537 181,911 3,568,393 2,486,063 1,082,330

1997 7,818,216 5,340,082 4,508,134 644,010 187,938 3,561,625 2,478,134 1,083,491

1998 8,090,686 5,543,886 4,698,319 651,386 194,181 3,646,020 2,546,800 1,099,220

1999 8,311,949 5,736,071 4,879,455 657,821 198,795 3,690,970 2,575,878 1,115,092

2000 8,519,241 5,908,756 5,042,334 664,995 201,427 3,744,022 2,610,485 1,133,537

2001 8,799,998 6,150,475 5,274,183 672,049 204,243 3,811,494 2,649,523 1,161,971

2002 9,118,926 6,430,412 5,543,981 679,073 207,358 3,877,752 2,688,514 1,189,238

2003 9,510,138 6,769,336 5,873,673 686,304 209,359 3,953,248 2,740,802 1,212,446

2004 9,792,950 7,019,198 6,116,444 692,019 210,735 4,017,108 2,773,752 1,243,356

2005 10,094,657 7,298,737 6,385,405 700,331 213,001 4,082,870 2,795,920 1,286,950

2006 10,646,193 7,803,692 6,806,918 776,596 220,178 4,152,130 2,842,501 1,309,629

2007 11,000,748 8,118,382 7,098,723 794,677 224,982 4,221,920 2,882,366 1,339,554

SOURCE: Social Security Administration, Master Beneficiary Record and Supplemental Security Record (Characteristic Extract Record format), 100 percent data.
3.C Interprogram Data

3.10 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 3.C7a—Number of persons aged 15 or older reporting only one race and having Social Security (OASDI) 

benefits or Supplemental Security Income (SSI) in March 2008, by sex, age, and race, and average annual 

benefit in 2007

Sex and age

All persons

White

Black or African

American

American Indian,

Alaska Native Asian

Native Hawaiian

and Other Pacific

Total Islander

Reporting only

one race

Social Security beneficiaries (thousands)

Total 41,896 41,468 36,060 4,070 293 1,002 44

Sex

Male 18,153 17,958 15,662 1,714 124 438 a

a. Fewer than 75,000 weighted cases.

Female 23,743 23,510 20,398 2,356 169 564 a

Age

15–54 4,731 4,640 3,584 906 62 81 a

55–64 5,609 5,525 4,647 690 64 119 a

65–74 16,102 15,942 13,978 1,387 98 455 a

75 or older 15,454 15,361 13,851 1,086 68 347 a

Supplemental Security Income recipients (thousands)

Total 5,039 4,929 3,411 1,218 70 223 7

Sex

Male 2,051 1,998 1,407 473 24 92 a

Female 2,989 2,931 2,004 745 47 130 a

Age

15–54 2,933 2,857 2,004 768 30 51 a

55–64 969 954 697 206 19 29 a

65–74 572 561 331 150 6 72 a

75 or older 565 558 378 94 15 71 a

Average annual benefit in 2007 (dollars)

Social Security 11,759 11,770 11,946 10,419 9,342 11,717 a

Supplemental Security 

Income 6,550 6,570 6,706 6,267 5,160 6,677 a

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2008 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 Census Bureau, Current Population Reports, Series P-60.

Totals do not necessarily equal the sum of rounded components.

OASDI = Old-Age, Survivors, and Disability Insurance.
3.C Interprogram Data

Annual Statistical Supplement, 2008 ♦ 3.11

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Table 3.C7b—Number of persons aged 15 or older reporting one or more races and having Social Security 

(OASDI) benefits or Supplemental Security Income (SSI) in March 2008, by sex, age, and race, and average 

annual benefit in 2007

Sex and age

All persons

White alone or in

combination

Black or African

American alone

or in

combination

American Indian,

Alaska Native

alone or in

combination

Asian alone or in

combination

Native Hawaiian

and Other

Pacific Islander

alone or in

Total combination

Reporting only

one race

Reporting two or

more races

Social Security beneficiaries (thousands)

Total a

a. The sum of the five race groups adds to more than the total because individuals may report more than one race.

41,896 41,468 427 36,434 4,164 639 1,038 67

Sex

Male 18,153 17,958 195 15,831 1,761 282 455 b

b. Fewer than 75,000 weighted cases.

Female 23,743 23,510 233 20,603 2,404 357 584 b

Age

15–54 4,731 4,640 91 3,659 933 136 88 b

55–64 5,609 5,525 84 4,724 703 135 122 b

65–74 16,102 15,942 160 14,120 1,420 231 470 b

75 or older 15,454 15,361 92 13,930 1,108 136 358 b

Supplemental Security Income recipients (thousands)

Total a 5,039 4,929 110 3,501 1,254 159 229 10

Sex

Male 2,051 1,998 53 1,445 495 67 96 b

Female 2,989 2,931 57 2,056 759 92 133 b

Age

15–54 2,933 2,857 76 2,063 795 93 57 b

55–64 969 954 16 713 207 34 29 b

65–74 572 561 11 342 152 14 73 b

75 or older 565 558 7 384 100 18 71 b

Average annual benefit in 2007 (dollars)

Social Security 11,759 11,770 10,731 11,933 10,406 10,109 11,726 b

Supplemental Security 

Income 6,550 6,570 5,642 6,673 6,252 5,386 6,727 b

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2008 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 Census Bureau, Current Population Reports, Series P-60.

Totals do not necessarily equal the sum of rounded components.

"In combination" means in combination with one or more other races.

OASDI = Old-Age, Survivors, and Disability Insurance.
3.C Interprogram Data

3.12 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

Security Income (SSI) and number and percentage of Hispanic origin in March 2008, by age and sex, and 

average annual benefit in 2007

Age

All beneficiaries (thousands) Hispanic origin a (thousands)

a. Persons of Hispanic origin may be of any race.

Hispanic origin as a percentage

of all beneficiaries a

Total Men Women Total Men Women Total Men Women

Social Security beneficiaries

Total, all ages 41,896 18,153 23,743 2,736 1,156 1,580 6.5 6.4 6.7

15–34 1,557 748 809 180 82 97 11.5 11.0 12.0

35–44 1,142 537 605 123 41 82 10.7 7.6 13.6

45–54 2,031 862 1,169 172 69 103 8.4 8.0 8.8

55–64 5,609 2,577 3,032 424 172 251 7.6 6.7 8.3

65–74 16,102 7,329 8,773 1,077 470 607 6.7 6.4 6.9

75 or older 15,454 6,099 9,355 761 321 439 4.9 5.3 4.7

Supplemental Security Income recipients

Total, all ages 5,039 2,051 2,989 777 304 473 15.4 14.8 15.8

15–34 1,018 480 538 159 67 91 15.6 14.0 17.0

35–44 741 343 398 111 48 63 14.9 14.0 15.7

45–54 1,174 501 673 136 50 86 11.6 9.9 12.9

55–64 969 393 577 144 64 80 14.8 16.2 13.9

65–74 572 167 405 116 37 78 20.2 22.4 19.3

75 or older 565 167 398 113 39 74 20.0 23.1 18.7

Average annual benefit in 2007 (dollars)

Social Security 11,759 13,487 10,438 10,217 11,583 9,218 . . . . . . . . .

Supplemental Security Income 6,550 7,003 6,239 6,153 6,547 5,899 . . . . . . . . .

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2008 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 Census Bureau, Current Population Reports, Series P-60.

Totals do not necessarily equal the sum of rounded components.

OASDI = Old-Age, Survivors, and Disability Insurance; . . . = not applicable.
3.E Poverty

Annual Statistical Supplement, 2008 ♦ 3.13

Table 3.E1—Weighted average poverty thresholds for nonfarm families, by size,

1959–2007 (in dollars)

Year

Unrelated individuals

Families

Annual

average

CPI a

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

(Continued)
3.E Poverty

3.14 ♦ Annual Statistical Supplement, 2008

CONTACT: Bernadette D. Proctor (301) 763-3213 or supplement@ssa.gov.

1995 7,763 7,929 7,309 9,933 10,259 9,219 12,158 15,569 18,408 20,804 . . . 152.4

1996 7,995 8,163 7,525 10,233 10,564 9,491 12,516 16,036 18,952 21,389 . . . 156.9

1997 8,183 8,350 7,698 10,473 10,805 9,712 12,802 16,400 19,380 21,886 . . . 160.5

1998 8,316 8,480 7,818 10,634 10,972 9,862 13,003 16,660 19,680 22,228 . . . 163.0

1999 8,501 8,667 7,990 10,869 11,214 10,075 13,290 17,029 20,127 22,727 . . . 166.6

2000 8,794 8,959 8,259 11,239 11,590 10,419 13,738 17,603 20,819 23,528 . . . 172.2

2001 9,039 9,214 8,494 11,569 11,920 10,715 14,128 18,104 21,405 24,195 . . . 177.1

2002 9,183 9,359 8,628 11,756 12,110 10,885 14,348 18,392 21,744 24,576 . . . 179.9

2003 9,393 9,573 8,825 12,015 12,384 11,133 14,680 18,810 22,245 25,122 . . . 184.0

2004 9,645 9,827 9,060 12,334 12,714 11,430 15,067 19,307 22,831 25,788 . . . 188.9

2005 9,973 10,160 9,367 12,755 13,145 11,815 15,577 19,971 23,613 26,683 . . . 195.3

2006 10,294 10,488 9,669 13,167 13,569 12,201 16,079 20,614 24,382 27,560 . . . 201.6

2007 10,590 10,787 9,944 13,540 13,954 12,550 16,530 21,203 25,080 28,323 . . . 207.3

SOURCE: Census Bureau, Current Population Survey.

NOTES: CPI = Consumer Price Index; . . . = not applicable.

Three technical changes in the definition of poverty are described in "Characteristics of the Population Below the Poverty Level, 1980," 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 CPI. The dollar thresholds for larger families beginning in 1980 are:

Year 7 persons 8 persons

9 persons

or more

1980 12,761 14,199 16,896

1981 14,110 15,655 18,572

1982 15,036 16,719 19,698

1983 15,500 17,170 20,310

1984 16,096 17,961 21,247

1985 16,656 18,512 22,083

1986 17,049 18,791 22,497

1987 17,649 19,515 23,105

1988 18,232 20,253 24,129

1989 19,162 21,328 25,480

1990 20,241 22,582 26,848

1991 21,058 23,605 27,942

1992 21,594 24,053 28,745

1993 22,383 24,838 29,529

1994 22,923 25,427 30,300

1995 23,552 26,237 31,280

1996 24,268 27,091 31,971

1997 24,802 27,593 32,566

1998 25,257 28,166 33,339

1999 25,912 28,967 34,417

2000 26,754 29,701 35,060

2001 27,517 30,627 36,286

2002 28,001 30,907 37,062

2003 28,544 31,589 37,656

2004 29,236 32,641 39,048

2005 30,249 33,610 40,288

2006 31,205 34,774 41,499

2007 32,233 35,816 42,739

a. Beginning in January 1978, the Bureau of Labor Statistics introduced a new price index for all urban consumers (CPI-U) for all items (1982–1984 = 100) that forms a 

continuous series with the earlier index for urban wage earners and for clerical workers as of December 1977.

Table 3.E1—Weighted average poverty thresholds for nonfarm families, by size,

1959–2007 (in dollars)—Continued

Year

Unrelated individuals

Families

Annual

average

CPI a

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
3.E Poverty

Annual Statistical Supplement, 2008 ♦ 3.15

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 3.E2—Number and percentage of poor persons, by age, at end of selected years 1959–2006

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 1980 1985 1990 b

b. Based on revised methodology.

1995 2000 2005 2006

Total population c (millions)

c. Includes armed forces in the United States living off post or with families on post. Excludes unrelated individuals under age 16.

All ages 176.5 202.5 225.0 236.6 248.6 263.7 275.9 293.1 296.4

Children under 18 in families— 64.0 69.9 62.2 62.0 64.9 70.3 70.6 72.0 72.5

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 50.6 49.5 49.5 52.1 54.5 54.4 54.2

With female householder 5.7 9.0 11.5 12.5 15.4 18.2 16.1 17.6 18.2

18–54 e

e. Includes persons under age 18 listed as unrelated individual, family householder, spouse of householder, or other family member.

81.0 94.9 116.3 125.2 132.3 140.7 147.4 153.6 154.7

55–64 15.5 18.4 21.7 22.1 21.3 21.1 23.8 31.0 32.2

65 or older 15.6 19.3 24.7 27.3 30.1 31.7 33.0 35.5 36.0

In families 11.9 13.4 16.7 18.4 20.1 21.1 22.3 23.8 24.2

Unrelated individuals 3.7 5.8 8.0 8.9 10.0 10.6 10.7 11.7 11.8

Men 1.2 1.4 1.7 2.0 2.3 2.7 2.9 3.4 3.4

Women 2.5 4.4 6.3 7.0 7.7 7.9 7.8 8.3 8.4

Number poor c (millions)

All ages 39.5 25.3 29.3 33.1 33.6 36.4 31.1 36.9 36.5

Children under 18 in families— 17.2 10.5 11.1 12.5 13.3 14.4 11.1 12.3 12.3

With male householder d 13.1 5.7 5.2 5.8 5.3 5.6 4.9 5.0 4.8

With female householder 4.1 4.8 5.9 6.7 8.0 8.9 6.2 7.3 7.5

18–54 e 13.4 8.2 12.2 14.8 14.6 16.5 14.1 18.0 17.6

55–64 3.3 2.1 2.1 2.3 2.1 2.2 2.2 2.7 2.8

65 or older 5.5 4.7 3.9 3.5 3.7 3.3 3.4 3.6 3.4

In families 3.2 2.0 1.4 1.2 1.2 1.1 1.1 1.3 1.3

Unrelated individuals 2.3 2.7 2.4 2.3 2.5 2.3 2.2 2.3 2.0

Men 0.7 0.5 0.4 0.4 0.4 0.4 0.5 0.5 0.4

Women 1.6 2.2 2.0 1.9 2.1 1.9 1.7 1.7 1.6

Percentage poor c

All ages 22.4 12.6 13.0 14.0 13.5 13.8 11.3 12.6 12.3

Children under 18 in families— 26.9 15.0 17.9 20.1 20.5 20.5 15.7 17.1 16.9

With male householder d 22.4 9.3 10.4 11.7 10.7 10.7 8.9 9.2 8.8

With female householder 72.2 53.4 50.8 53.6 52.1 48.6 38.4 41.6 41.1

18–54 e 16.5 8.7 10.5 11.8 11.0 11.7 9.6 11.7 11.4

55–64 21.5 11.4 9.5 10.5 9.7 10.2 9.4 8.7 8.8

65 or older 35.2 24.6 15.7 12.6 12.2 10.5 10.2 10.1 9.4

In families 26.9 14.7 8.5 6.4 5.9 5.0 5.1 5.6 5.6

Unrelated individuals 61.9 47.1 30.6 25.6 24.8 21.4 20.8 19.5 17.3

Men 59.0 38.9 24.4 20.5 17.3 14.3 18.3 15.6 12.9

Women 63.3 49.7 32.3 27.0 26.9 23.8 21.8 21.1 19.1

SOURCES: Census Bureau, Current Population Survey, public-use file of the March 2007 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 Census Bureau, Current Population Reports, Series P-60.
3.E Poverty

3.16 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 3.E3—Shares of money income from earnings and other sources for aged and nonaged families, 2006

Type of money income

received during year

Aged family units Nonaged family units

Individuals aged 65 or

older living alone or

with nonrelatives only

Multiperson families with

householder

aged 65 or older

Individuals under age 65

living alone or

with nonrelatives only

Multiperson families with

householder under age 65

Total Nonpoor Poor a

a. Poverty status based on money income of all family members after receipt of Social Security and any other cash transfer payments.

Total Nonpoor Poor a Total Nonpoor Poor a Total Nonpoor Poor a

Number of families and unrelated

individuals (millions) 11.8 9.8 2.0 12.4 11.6 0.8 37.8 29.8 8.0 66.1 59.1 6.9

Percentage receiving income of specified type b

b. Received by individuals or any family member at any time during 2006. Most individuals or families received more than one type of income during the year.

Earnings 16 19 3 45 47 15 82 93 40 93 97 63

Public program payments

Social Security c

c. Social Security may include more than one type of income during the year.

91 93 80 90 92 67 7 6 11 11 11 11

Supplemental Security Income 4 2 13 4 4 13 3 1 10 3 2 11

Other public assistance 1 1 2 2 2 5 8 7 12 10 9 20

Other programs d

d. Unemployment insurance, workers’ compensation, or veterans’ payments.

441782553885

Other sources

Dividends, interest, rent 53 59 23 64 66 30 38 45 13 54 59 12

Employment-related pensions,

alimony, annuities 41 47 10 51 53 12 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 17 18 e

e. Less than 0.05 percent.

38 38 10 88 89 52 90 90 67

Public program payments

Social Security c 44 42 83 30 30 68 2 2 18 2 2 10

Supplemental Security Income 1 e 8 1 e 8 1 e 14 e e 7

Other public assistance e e 1 e e 2219117

Other programs d 1 2 e 111112112

Other sources

Dividends, interest, rent 16 16 3 13 144442441

Employment-related pensions,

alimony, annuities 21 22 4 16 177333335

Median income (dollars) 17,416 20,199 7,034 39,647 41,970 8,654 26,803 33,188 4,078 56,388 56,766 9,702

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2007 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 Census Bureau, Current Population Reports, Series P-60.
3.E Poverty

Annual Statistical Supplement, 2008 ♦ 3.17

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 3.E4—Current living arrangements of persons aged 65 or older, by sex and poverty status, March 2007

Living arrangement

Population (thousands) Percentage distribution Percentage

Total Poor Nonpoor Total Poor Nonpoor officially poor

All persons aged 65 or older

Total 36,035 3,394 32,641 100.0 100.0 100.0 9.4

Unrelated individuals 11,826 2,048 9,779 32.8 60.3 30.0 17.3

Family members 24,209 1,346 22,863 67.2 39.7 70.0 5.6

Householder or spouse 22,186 1,199 20,987 61.6 35.3 64.3 5.4

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.

2,022 147 1,876 5.6 4.3 5.7 7.3

Poor by own income 940 132 808 2.6 3.9 2.5 14.0

Not poor by own income 1,082 15 1,067 3.0 0.4 3.3 1.4

Men

Subtotal 15,443 1,020 14,422 42.9 30.1 44.2 6.6

Unrelated individuals 3,422 443 2,979 9.5 13.1 9.1 12.9

Family members 12,021 577 11,444 33.4 17.0 35.1 4.8

Householder 7,789 352 7,437 21.6 10.4 22.8 4.5

Spouse of householder 3,877 201 3,676 10.8 5.9 11.3 5.2

Other relative a 354 23 331 1.0 0.7 1.0 6.6

Poor by own income 138 22 116 0.4 0.7 0.4 16.2

Not poor by own income 216 1 215 0.6 0.0 0.7 0.4

Women

Subtotal 20,593 2,373 18,219 57.1 69.9 55.8 11.5

Unrelated individuals 8,404 1,604 6,800 23.3 47.3 20.8 19.1

Family members 12,188 769 11,419 33.8 22.7 35.0 6.3

Householder, no husband present 1,838 273 1,565 5.1 8.0 4.8 14.8

Householder with husband present 3,026 136 2,890 8.4 4.0 8.9 4.5

Wife of householder 5,656 236 5,420 15.7 7.0 16.6 4.2

Other relative a 1,668 123 1,545 4.6 3.6 4.7 7.4

Poor by own income 802 109 692 2.2 3.2 2.1 13.6

Not poor by own income 867 14 852 2.4 0.4 2.6 1.6

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2007 Income Supplement.

NOTES: Living arrangements as of March 2007.

Poverty status in 2006 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.

Totals do not necessarily equal the sum of rounded components.

For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60.
3.E Poverty

3.18 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

from benefits and race, 2006

Social Security share of money income

for year a

a. Payments under Social Security program any time in 2006 to any family member as reported in the March 2007 Current Population Survey.

Individuals aged 65 or older living alone

or with nonrelatives only

Multiperson families with householder

aged 65 or older

Total Nonpoor Poor

Percent

poor Total Nonpoor Poor

Percent

poor

All races b

b. Includes other races.

Number (thousands) 11,816 9,771 2,045 . . . 12,740 11,896 844 . . .

Percent 100 100 100 17 100 100 100 7

No Social Security benefits 9 7 20 37 10 8 33 22

Some Social Security benefits 91 93 80 15 90 92 67 5

Less than one-fourth of income 10 11 0 0 22 23 1 0

One-fourth to one-half of income 18 22 2 2 25 27 4 1

One-half to three-fourths of income 20 22 8 7 18 19 9 3

Three-fourths or more of income 43 38 69 28 25 23 53 14

White only

Number (thousands) 10,264 8,731 1,533 . . . 10,788 10,271 518 . . .

Percent 100 100 100 15 100 100 100 5

No Social Security benefits 8 6 18 33 9 7 33 19

Some Social Security benefits 92 94 82 13 91 93 67 4

Less than one-fourth of income 10 12 0 0 22 23 1 0

One-fourth to one-half of income 19 22 3 2 26 27 4 1

One-half to three-fourths of income 21 23 10 7 19 20 10 2

Three-fourths or more of income 42 37 70 25 24 23 53 10

Black only

Number (thousands) 1,201 781 420 . . . 1,025 858 168 . . .

Percent 100 100 100 35 100 100 100 16

No Social Security benefits 15 11 23 53 16 13 31 32

Some Social Security benefits 85 89 77 32 84 87 69 13

Less than one-fourth of income 5 8 0 0 21 25 2 1

One-fourth to one-half of income 14 20 3 6 25 28 9 6

One-half to three-fourths of income 13 18 4 10 12 13 7 10

Three-fourths or more of income 52 43 71 47 26 22 51 31

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2007 Income Supplement.

NOTES: Civilian noninstitutionalized population residing in the 50 states and the District of Columbia.

Totals do not necessarily equal the sum of rounded components.

For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60.

. . . = not applicable.
3.E Poverty

Annual Statistical Supplement, 2008 ♦ 3.19

Table 3.E8—Poverty guidelines for families of specified size, 1965–2008 (in dollars)

Date of issuance a 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons Increment b

December 1965 1,540 1,990 2,440 3,130 3,685 4,135 4,635 5,135 500

August 1967 1,600 2,000 2,500 3,200 3,800 4,200 4,700 5,300 500

September 1968 1,600 2,100 2,600 3,300 3,900 4,400 4,900 5,400 500

September 1969 1,800 2,400 3,000 3,600 4,200 4,800 5,400 6,000 600

December 1970 1,900 2,500 3,100 3,800 4,400 5,000 5,600 6,200 600

November 1971 2,000 2,600 3,300 4,000 4,700 5,300 5,900 6,500 600

October 1972 2,100 2,725 3,450 4,200 4,925 5,550 6,200 6,850 650

March 1973 2,200 2,900 3,600 4,300 5,000 5,700 6,400 7,100 700

May 1974 2,330 3,070 3,810 4,550 5,290 6,030 6,770 7,510 740

March 1975 2,590 3,410 4,230 5,050 5,870 6,690 7,510 8,330 820

April 1976 2,800 3,700 4,600 5,500 6,400 7,300 8,200 9,100 900

April 1977 2,970 3,930 4,890 5,850 6,810 7,770 8,730 9,690 960

April 1978 3,140 4,160 5,180 6,200 7,220 8,240 9,260 10,280 1,020

May 1979 3,400 4,500 5,600 6,700 7,800 8,900 10,000 11,100 1,100

April 1980 3,790 5,010 6,230 7,450 8,670 9,890 11,110 12,330 1,220

March 1981 4,310 5,690 7,070 8,450 9,830 11,210 12,590 13,970 1,380

April 1982 4,680 6,220 7,760 9,300 10,840 12,380 13,920 15,460 1,540

February 1983 4,860 6,540 8,220 9,900 11,580 13,260 14,940 16,620 1,680

February 1984 4,980 6,720 8,460 10,200 11,940 13,680 15,420 17,160 1,740

March 1985 5,250 7,050 8,850 10,650 12,450 14,250 16,050 17,850 1,800

February 1986 5,360 7,240 9,120 11,000 12,880 14,760 16,640 18,520 1,880

February 1987 5,500 7,400 9,300 11,200 13,100 15,000 16,900 18,800 1,900

February 1988 5,770 7,730 9,690 11,650 13,610 15,570 17,530 19,490 1,960

February 1989 5,980 8,020 10,060 12,100 14,140 16,180 18,220 20,260 2,040

February 1990 6,280 8,420 10,560 12,700 14,840 16,980 18,120 21,260 2,140

February 1991 6,620 8,880 11,140 13,400 15,660 17,920 20,180 22,440 2,260

February 1992 6,810 9,190 11,570 13,950 16,330 18,710 21,090 23,470 2,380

February 1993 6,970 9,430 11,890 14,350 16,810 19,270 21,730 24,190 2,460

February 1994 7,360 9,840 12,320 14,800 17,280 19,760 22,240 24,720 2,480

(Continued)
3.E Poverty

3.20 ♦ Annual Statistical Supplement, 2008

CONTACT: Gordon Fisher (202) 690-7507 or supplement@ssa.gov.

February 1995 7,470 10,030 12,590 15,150 17,710 20,270 22,830 25,390 2,560

March 1996 7,740 10,360 12,980 15,600 18,220 20,840 23,460 26,080 2,620

March 1997 7,890 10,610 13,330 16,050 18,770 21,490 24,210 26,960 2,720

February 1998 8,050 10,850 13,650 16,450 19,250 22,050 24,850 27,650 2,800

March 1999 8,240 11,060 13,880 16,700 19,520 22,340 25,160 27,980 2,820

February 2000 8,350 11,250 14,150 17,050 19,950 22,850 25,750 28,650 2,900

February 2001 8,590 11,610 14,630 17,650 20,670 23,690 26,710 29,730 3,020

February 2002 8,860 11,940 15,020 18,100 21,180 24,260 27,340 30,420 3,080

February 2003 8,980 12,120 15,260 18,400 21,540 24,680 27,820 30,960 3,140

February 2004 9,310 12,490 15,670 18,850 22,030 25,210 28,390 31,570 3,180

February 2005 9,570 12,830 16,090 19,350 22,610 25,870 29,130 32,390 3,260

January 2006 9,800 13,200 16,600 20,000 23,400 26,800 30,200 33,600 3,400

January 2007 10,210 13,690 17,170 20,650 24,130 27,610 31,090 34,570 3,480

January 2008 10,400 14,000 17,600 21,200 24,800 28,400 32,000 35,600 3,600

SOURCE: Department of Health and Human Services, Federal Register, vol. 73, no. 15 (January 23, 2008), pp. 3971–3972.

NOTES: Except for Alaska and Hawaii. Guidelines for Alaska and Hawaii since 1980 are:

Alaska Hawaii

Year 1 person Increment 1 person Increment

1980 4,760 1,520 4,370 1,400

1981 5,410 1,720 4,980 1,580

1982 5,870 1,920 5,390 1,770

1983 6,080 2,100 5,600 1,930

1984 6,240 2,170 5,730 2,000

1985 6,560 2,250 6,040 2,070

1986 6,700 2,350 6,170 2,160

1987 6,860 2,380 6,310 2,190

1988 7,210 2,450 6,650 2,250

1989 7,480 2,550 6,870 2,350

1990 7,840 2,680 7,230 2,460

1991 8,290 2,820 7,610 2,600

1992 8,500 2,980 7,830 2,740

1993 8,700 3,080 8,040 2,820

1994 9,200 3,100 8,470 2,850

1995 9,340 3,200 8,610 2,940

1996 9,660 3,280 8,910 3,010

1997 9,870 3,400 9,070 3,130

1998 10,070 3,500 9,260 3,220

1999 10,320 3,520 9,490 3,240

2000 10,430 3,630 9,590 3,340

2001 10,730 3,780 9,890 3,470

2002 11,080 3,850 10,200 3,540

2003 11,210 3,930 10,330 3,610

2004 11,630 3,980 10,700 3,660

2005 11,950 4,080 11,010 3,750

2006 12,250 4,250 11,270 3,910

2007 12,770 4,350 11,750 4,000

2008 13,000 4,500 11,960 4,140

Separate figures for Alaska and Hawaii reflect Office of Economic Opportunity administrative practice beginning in the 1966–1970 period. The 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.

a. The guidelines are effective from the date of issuance (unless otherwise specified by a particular program using them).

b. Add this amount for each additional family member. Before 1973, increments between some of the smaller family sizes differed from the increment shown in the table. 

Beginning in 1973, the increment has been the same for all family sizes in each year’s set of guidelines.

Table 3.E8—Poverty guidelines for families of specified size, 1965–2008 (in dollars)—Continued

Date of issuance a 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons Increment b
Trust Funds 4.1

Covered Workers 4.12

Insured Workers 4.36

Section 4. Old-Age, 

Survivors, and 

Disability Insurance

4.A OASDI: Trust Funds

Annual Statistical Supplement, 2008 ♦ 4.1

Table 4.A1—Old-Age and Survivors Insurance, selected years 1937–2007 (in millions of dollars)

Year

Receipts Expenditures Assets

Total

Net

contributions a

Income

from

taxation

of benefits

Net

interest b

Payments

from the

general

fund of the

Treasury c Total

Benefit

payments d

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

increase

during year

Amount

at end

of year

1937 767 765 . . . 2 . . . 1 1 . . . . . . 766 766

1938 375 360 . . . 15 . . . 10 10 . . . . . . 366 1,132

1939 607 580 . . . 27 . . . 14 14 . . . . . . 592 1,724

1940 368 325 . . . 43 . . . 62 35 26 . . . 306 2,031

1945 1,420 1,285 . . . 134 . . . 304 274 30 . . . 1,116 7,121

1950 2,928 2,667 . . . 257 4 1,022 961 61 . . . 1,905 13,721

1955 6,167 5,713 . . . 454 . . . 5,079 4,968 119 -7 1,087 21,663

1960 11,382 10,866 . . . 516 . . . 11,198 10,677 203 318 184 20,324

1965 16,610 16,017 . . . 593 . . . 17,501 16,737 328 436 -890 18,235

1966 21,302 20,580 . . . 644 78 18,967 18,267 256 444 2,335 20,570

1967 24,034 23,138 . . . 818 78 20,382 19,468 406 508 3,652 24,222

1968 25,040 23,719 . . . 939 382 23,557 22,643 476 438 1,483 25,704

1969 29,554 27,947 . . . 1,165 442 25,176 24,210 474 491 4,378 30,082

1970 32,220 30,256 . . . 1,515 449 29,848 28,798 471 579 2,371 32,454

1971 35,877 33,723 . . . 1,667 488 34,542 33,414 514 613 1,335 33,789

1972 40,050 37,781 . . . 1,794 475 38,522 37,124 674 724 1,528 35,318

1973 48,344 45,975 . . . 1,928 442 47,175 45,745 647 783 1,169 36,487

1974 54,688 52,081 . . . 2,159 447 53,397 51,623 865 909 1,291 37,777

1975 59,605 56,816 . . . 2,364 425 60,395 58,517 896 982 -790 36,987

1976 66,276 63,362 . . . 2,301 614 67,876 65,705 959 1,212 -1,600 35,388

1977 72,412 69,572 . . . 2,227 613 75,309 73,121 981 1,208 -2,897 32,491

1978 78,094 75,471 . . . 2,008 615 83,064 80,361 1,115 1,589 -4,971 27,520

1979 90,274 87,919 . . . 1,797 557 93,133 90,573 1,113 1,448 -2,860 24,660

1980 105,841 103,456 . . . 1,845 540 107,678 105,083 1,154 1,442 -1,837 22,823

1981 125,361 122,627 . . . 2,060 675 126,695 123,803 1,307 1,585 -1,334 21,490

1982 125,198 123,673 . . . 845 680 142,119 138,806 1,519 1,793 e 598 22,088

1983 150,584 138,337 . . . 6,706 5,541 152,999 149,221 1,528 2,251 -2,416 19,672

1984 169,328 164,122 2,835 2,266 105 161,883 157,841 1,638 2,404 7,445 27,117

1985 184,239 176,958 3,208 1,871 2,203 171,150 167,248 1,592 2,310 e 8,725 35,842

1986 197,393 190,741 3,424 3,069 160 181,000 176,813 1,601 2,585 e 3,239 39,081

1987 210,736 202,735 3,257 4,690 55 187,668 183,587 1,524 2,557 23,068 62,149

1988 240,770 229,775 3,384 7,568 43 200,020 195,454 1,776 2,790 40,750 102,899

1989 264,653 250,195 2,439 11,985 34 212,489 207,971 1,673 2,845 52,164 155,063

1990 286,653 267,530 4,848 16,363 -2,089 227,519 222,987 1,563 2,969 59,134 214,197

1991 299,286 272,574 5,864 20,829 19 245,634 240,467 1,792 3,375 53,652 267,849

1992 311,162 280,992 5,852 24,303 14 259,861 254,883 1,830 3,148 51,301 319,150

1993 323,277 290,905 5,335 27,027 10 273,104 267,755 1,996 3,353 50,173 369,322

1994 328,271 293,323 4,995 29,946 7 284,133 279,068 1,645 3,420 44,138 413,460

(Continued)
4.A OASDI: Trust Funds

4.2 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

1995 342,801 304,620 5,490 32,820 -129 297,760 291,630 2,077 4,052 45,041 458,502

1996 363,741 321,557 6,471 35,706 7 308,217 302,861 1,802 3,554 55,524 514,026

1997 397,169 349,946 7,426 39,795 2 322,073 316,257 2,128 3,688 75,096 589,121

1998 424,848 371,207 9,149 44,491 1 332,324 326,762 1,899 3,662 92,524 681,645

1999 457,040 396,352 10,899 49,788 f 339,874 334,383 1,809 3,681 117,167 798,812

2000 490,513 421,391 11,594 57,529 . . . 358,339 352,652 2,149 3,538 132,174 930,986

2001 518,100 441,460 11,903 64,737 . . . 377,546 372,312 1,961 3,273 140,554 1,071,540

2002 539,706 455,199 12,909 71,184 414 393,749 388,119 2,137 3,493 145,957 1,217,497

2003 543,811 456,077 12,497 75,237 . . . 405,978 399,845 2,553 3,580 137,833 1,355,330

2004 566,338 472,758 14,593 78,986 1 421,047 415,034 2,384 3,628 145,292 1,500,622

2005 604,335 506,863 13,843 83,979 -350 441,920 435,383 2,957 3,579 162,415 1,663,037

2006 642,231 534,787 15,628 91,817 f 460,965 454,496 3,010 3,458 181,266 1,844,304

2007 675,035 560,877 17,192 96,966 f 495,723 489,074 3,075 3,575 179,312 2,023,616

SOURCE: Department of the Treasury.

NOTES: Data for all years can be found at http://www.socialsecurity.gov/OACT/STATS/table4a1.html.

Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

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.

b. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, 

with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in 

October 1973, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending 

trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued before 

April 1985.

c. 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.

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.

e. Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.

f. Between -$500,000 and $500,000.

Table 4.A1—Old-Age and Survivors Insurance, selected years 1937–2007 (in millions of dollars)—Continued

Year

Receipts Expenditures Assets

Total

Net

contributions a

Income

from

taxation

of benefits

Net

interest b

Payments

from the

general

fund of the

Treasury c Total

Benefit

payments d

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

increase

during year

Amount

at end

of year
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2008 ♦ 4.3

Table 4.A2—Disability Insurance, 1957–2007 (in millions of dollars)

Year

Receipts Expenditures Assets

Total

Net

contributions a

Income

from

taxation

of benefits

Net

interest b

Payments

from the

general

fund of the

Treasury c Total

Benefit

payments d

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

increase

during year

Amount

at end

of year

1957 709 702 . . . 7 . . . 59 57 3 . . . 649 649

1958 991 966 . . . 25 . . . 261 249 12 . . . 729 1,379

1959 931 891 . . . 40 . . . 485 457 50 -22 447 1,825

1960 1,063 1,010 . . . 53 . . . 600 568 36 -5 464 2,289

1961 1,104 1,038 . . . 66 . . . 956 887 64 5 148 2,437

1962 1,114 1,046 . . . 68 . . . 1,183 1,105 66 11 -69 2,368

1963 1,165 1,099 . . . 66 . . . 1,297 1,210 68 20 -133 2,235

1964 1,218 1,154 . . . 64 . . . 1,407 1,309 79 19 -188 2,047

1965 1,247 1,188 . . . 59 . . . 1,687 1,573 90 24 -440 1,606

1966 2,079 2,006 . . . 58 16 1,947 1,784 137 25 133 1,739

1967 2,379 2,286 . . . 78 16 2,089 1,950 109 31 290 2,029

1968 3,454 3,316 . . . 106 32 2,458 2,311 127 20 996 3,025

1969 3,792 3,599 . . . 177 16 2,716 2,557 138 21 1,075 4,100

1970 4,774 4,481 . . . 277 16 3,259 3,085 164 10 1,514 5,614

1971 5,031 4,620 . . . 361 50 4,000 3,783 205 13 1,031 6,645

1972 5,572 5,107 . . . 414 51 4,759 4,502 233 24 813 7,457

1973 6,443 5,932 . . . 458 52 5,973 5,764 190 20 470 7,927

1974 7,378 6,826 . . . 500 52 7,196 6,957 217 22 182 8,109

1975 8,035 7,444 . . . 502 90 8,790 8,505 256 29 -754 7,354

1976 8,757 8,233 . . . 422 103 10,366 10,055 285 26 -1,609 5,745

1977 9,570 9,138 . . . 304 128 11,945 11,547 399 e -2,375 3,370

1978 13,810 13,413 . . . 256 142 12,954 12,599 325 30 856 4,226

1979 15,590 15,114 . . . 358 118 14,186 13,786 371 30 1,404 5,630

1980 13,871 13,255 . . . 485 130 15,872 15,515 368 -12 -2,001 3,629

1981 17,078 16,738 . . . 172 168 17,658 17,192 436 29 -580 3,049

1982 22,715 21,995 . . . 546 174 17,992 17,376 590 26 f -358 2,691

1983 20,682 17,991 . . . 1,569 1,121 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 17,191 222 870 1,017 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 -36 648 . . . 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 28,539 144 883 -775 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

(Continued)
4.A OASDI: Trust Funds

4.4 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

1995 56,696 54,401 341 2,158 -203 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 6,942 -836 56,782 54,983 1,639 159 21,138 118,459

2001 83,903 74,933 811 8,158 . . . 61,369 59,618 1,741 10 22,534 140,993

2002 87,379 77,272 930 9,178 . . . 67,905 65,702 2,049 154 19,475 160,468

2003 88,074 77,442 944 9,689 . . . 73,108 70,933 2,008 167 14,966 175,434

2004 91,380 80,281 1,111 9,988 0 80,597 78,229 2,152 215 10,783 186,217

2005 97,423 86,077 1,073 10,273 0 88,018 85,365 2,315 338 9,405 195,623

2006 102,641 90,808 1,230 10,603 . . . 94,456 91,741 2,326 388 8,185 203,808

2007 109,854 95,243 1,393 13,210 8 98,778 95,865 2,468 445 11,076 214,884

SOURCE: Department of the Treasury.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

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.

b. 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.

c. 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.

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.

e. Between -$500,000 and $500,000.

f. Amount equals total receipts less total expenditures, less amounts loaned or plus amounts repaid under interfund borrowing provisions.

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.

Table 4.A2—Disability Insurance, 1957–2007 (in millions of dollars)—Continued

Year

Receipts Expenditures Assets

Total

Net

contributions a

Income

from

taxation

of benefits

Net

interest b

Payments

from the

general

fund of the

Treasury c Total

Benefit

payments d

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

increase

during year

Amount

at end

of year
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2008 ♦ 4.5

Table 4.A3—Combined OASI and DI, 1957–2007 (in millions of dollars)

Year

Receipts Expenditures Assets

Total

Net

contributions a

Income

from

taxation

of benefits

Net

interest b

Payments

from the

general

fund of the

Treasury c Total

Benefit

payments d

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

increase

during year

Amount

at end

of year

1957 8,090 7,527 . . . 563 . . . 7,567 7,404 164 -2 523 23,042

1958 9,108 8,531 . . . 577 . . . 8,907 8,576 207 124 201 23,243

1959 9,516 8,943 . . . 572 . . . 10,793 10,298 234 260 -1,277 21,966

1960 12,445 11,876 . . . 569 . . . 11,798 11,245 240 314 647 22,613

1961 12,937 12,323 . . . 614 . . . 13,388 12,749 303 337 -451 22,162

1962 13,699 13,105 . . . 594 . . . 15,156 14,461 322 372 -1,457 20,705

1963 16,227 15,640 . . . 587 . . . 16,217 15,427 348 442 10 20,715

1964 17,476 16,843 . . . 633 . . . 17,020 16,223 375 422 456 21,172

1965 17,857 17,205 . . . 651 . . . 19,187 18,311 418 459 -1,331 19,841

1966 23,381 22,585 . . . 702 94 20,913 20,051 393 469 2,467 22,308

1967 26,413 25,424 . . . 896 94 22,471 21,417 515 539 3,942 26,250

1968 28,493 27,034 . . . 1,045 414 26,015 24,954 603 458 2,479 28,729

1969 33,346 31,546 . . . 1,342 458 27,892 26,767 612 513 5,453 34,182

1970 36,993 34,737 . . . 1,791 465 33,108 31,884 635 589 3,886 38,068

1971 40,908 38,343 . . . 2,027 538 38,542 37,197 719 626 2,366 40,434

1972 45,622 42,888 . . . 2,208 526 43,281 41,625 907 749 2,341 42,775

1973 54,787 51,907 . . . 2,386 494 53,148 51,508 837 802 1,639 44,414

1974 62,066 58,907 . . . 2,660 499 60,593 58,581 1,082 931 1,472 45,886

1975 67,640 64,259 . . . 2,866 515 69,184 67,022 1,152 1,010 -1,544 44,342

1976 75,034 71,595 . . . 2,722 717 78,242 75,759 1,244 1,239 -3,209 41,133

1977 81,982 78,710 . . . 2,531 741 87,254 84,667 1,379 1,208 -5,272 35,861

1978 91,903 88,883 . . . 2,264 757 96,018 92,960 1,440 1,618 -4,115 31,746

1979 105,864 103,034 . . . 2,155 675 107,320 104,359 1,483 1,477 -1,456 30,291

1980 119,712 116,711 . . . 2,330 670 123,550 120,598 1,522 1,430 -3,838 26,453

1981 142,438 139,364 . . . 2,231 843 144,352 140,995 1,743 1,614 -1,914 24,539

1982 147,913 145,667 . . . 1,391 854 160,111 156,182 2,109 1,820 e 239 24,778

1983 171,266 156,328 . . . 8,276 6,662 171,177 166,745 2,153 2,279 89 24,867

1984 186,637 180,067 3,025 3,440 105 180,429 175,739 2,264 2,426 6,208 31,075

1985 203,540 194,149 3,430 2,741 3,220 190,628 186,075 2,200 2,353 e 11,088 42,163

1986 216,833 209,140 3,662 3,871 160 201,522 196,667 2,202 2,653 e 4,698 46,861

1987 231,039 222,425 3,221 5,338 55 209,093 204,106 2,373 2,614 21,946 68,807

1988 263,469 251,814 3,445 8,168 43 222,514 217,149 2,513 2,851 40,955 109,762

1989 289,448 274,189 2,534 12,692 34 236,242 230,882 2,427 2,934 53,206 162,968

1990 315,443 296,070 4,992 17,245 -2,864 253,135 247,816 2,270 3,049 62,309 225,277

1991 329,676 301,711 6,054 21,892 19 274,205 268,162 2,587 3,457 55,471 280,747

1992 342,591 311,128 6,084 25,365 14 291,865 285,995 2,664 3,206 50,726 331,473

1993 355,578 322,090 5,616 27,862 10 308,766 302,368 2,963 3,435 46,812 378,285

1994 381,111 344,695 5,306 31,103 7 323,011 316,812 2,674 3,526 58,100 436,385

(Continued)
4.A OASDI: Trust Funds

4.6 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

1995 399,497 359,021 5,831 34,977 -332 339,815 332,554 3,141 4,120 59,683 496,068

1996 424,451 378,881 6,844 38,718 7 353,569 347,050 2,962 3,556 70,883 566,950

1997 457,668 405,984 7,896 43,787 2 369,108 361,952 3,409 3,747 88,560 655,510

1998 489,204 430,174 9,707 49,323 1 382,255 374,969 3,467 3,819 106,950 762,460

1999 526,582 459,556 11,559 55,466 f 392,908 385,765 3,328 3,816 133,673 896,133

2000 568,433 492,484 12,314 64,471 -836 415,121 407,635 3,788 3,698 153,312 1,049,445

2001 602,003 516,393 12,715 72,895 . . . 438,916 431,931 3,702 3,283 163,088 1,212,533

2002 627,085 532,471 13,839 80,362 414 461,653 453,821 4,185 3,647 165,432 1,377,965

2003 631,886 533,519 13,441 84,926 . . . 479,086 470,778 4,562 3,747 152,799 1,530,764

2004 657,718 553,040 15,703 88,974 1 501,644 493,263 4,536 3,844 156,075 1,686,839

2005 701,758 592,940 14,916 94,252 -350 529,938 520,748 5,272 3,917 171,821 1,858,660

2006 744,873 625,594 16,858 102,420 f 555,421 546,238 5,337 3,846 189,452 2,048,112

2007 784,889 656,121 18,585 110,176 8 594,501 584,939 5,542 4,020 190,388 2,238,500

SOURCE: Department of the Treasury.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

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.

b. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, 

with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in 

October 1973, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending 

trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $102.8 million on unnegotiated checks issued before 

April 1985.

c. 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.

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.

e. Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.

f. Between -$500,000 and $500,000.

Table 4.A3—Combined OASI and DI, 1957–2007 (in millions of dollars)—Continued

Year

Receipts Expenditures Assets

Total

Net

contributions a

Income

from

taxation

of benefits

Net

interest b

Payments

from the

general

fund of the

Treasury c Total

Benefit

payments d

Administrative

expenses

Transfers to

Railroad

Retirement

program

Net

increase

during year

Amount

at end

of year
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2008 ♦ 4.7

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

income, selected years 1937–2007 (in millions of dollars)

Year

Total

benefits

Cash benefits a Service benefits Rehabilitation services b

Personal

income c

Total benefits

as a percentage

of personal

income

Old-Age and

Survivors

Insurance d

Disability

Insurance

Hospital

Insurance

Supplementary

Medical

Insurance

Old-Age and

Survivors

Insurance

Disability

Insurance

1937 1 1 . . . . . . . . . . . . . . . 74,100 e

1938 10 10 . . . . . . . . . . . . . . . 68,400 e

1939 14 14 . . . . . . . . . . . . . . . 72,900 e

1940 35 35 . . . . . . . . . . . . . . . 78,500 e

1945 274 274 . . . . . . . . . . . . . . . 171,700 0.2

1950 961 961 . . . . . . . . . . . . . . . 229,000 0.4

1955 4,968 4,968 . . . . . . . . . . . . . . . 316,100 1.6

1960 11,245 10,677 568 . . . . . . . . . . . . 411,500 2.7

1961 12,749 11,862 887 . . . . . . . . . . . . 429,000 3.0

1962 14,461 13,356 1,105 . . . . . . . . . . . . 456,700 3.2

1963 15,427 14,217 1,210 . . . . . . . . . . . . 479,600 3.2

1964 16,223 14,914 1,309 . . . . . . . . . . . . 514,600 3.2

1965 18,311 16,737 1,573 . . . . . . . . . . . . 555,700 3.3

1966 21,070 18,267 1,781 891 128 f 3 603,900 3.5

1967 25,967 19,468 1,939 3,353 1,197 f 11 648,300 4.0

1968 30,651 22,642 2,294 4,179 1,518 1 16 712,000 4.3

1969 33,371 24,209 2,542 4,739 1,865 1 15 778,500 4.3

1970 38,982 28,796 3,067 5,124 1,975 2 18 838,800 4.6

1971 45,065 33,413 3,758 5,751 2,117 2 24 903,500 5.0

1972 50,269 37,122 4,473 6,318 2,325 2 29 992,700 5.1

1973 61,091 45,741 5,718 7,057 2,526 3 46 1,110,700 5.5

1974 70,996 51,618 6,903 9,099 3,318 5 54 1,222,600 5.8

1975 82,611 58,509 8,414 11,315 4,273 9 91 1,335,000 6.2

1976 94,180 65,699 9,966 13,340 5,080 6 89 1,474,800 6.4

1977 106,443 73,113 11,463 15,737 6,038 8 84 1,633,200 6.5

1978 117,894 80,352 12,513 17,682 7,252 9 86 1,837,700 6.4

1979 133,691 90,556 13,708 20,623 8,708 18 78 2,062,200 6.5

1980 156,298 105,074 15,437 25,064 10,635 8 78 2,307,900 6.8

1981 184,450 123,795 17,199 30,342 13,113 8 -8 2,591,300 7.1

1982 207,268 138,800 17,338 35,631 15,455 6 38 2,775,300 7.5

1983 224,524 149,502 17,530 39,337 18,106 6 42 2,960,700 7.6

1984 238,682 157,862 17,900 43,257 19,661 f 1 3,289,500 7.3

1985 256,723 167,360 18,836 47,580 22,947 f f 3,526,700 7.3

1986 272,698 176,845 19,847 49,758 26,239 . . . 9 3,722,400 7.3

1987 284,487 183,644 20,512 49,496 30,820 . . . 16 3,947,400 7.2

1988 303,717 195,522 21,692 52,517 33,970 . . . 16 4,253,700 7.1

1989 329,193 207,977 22,873 60,011 38,294 . . . 38 4,587,800 7.2

1990 356,536 222,993 24,803 66,239 42,468 . . . 32 4,878,600 7.3

1991 386,912 240,436 27,662 71,549 47,229 . . . 36 5,051,000 7.7

1992 419,325 254,939 31,091 83,895 49,367 . . . 33 5,362,000 7.8

1993 449,896 267,804 34,598 93,487 53,979 . . . 28 5,558,500 8.1

1994 478,775 279,118 37,717 103,282 58,618 . . . 40 5,842,500 8.2

(Continued)
4.A OASDI: Trust Funds

4.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

1995 513,959 291,682 40,898 116,368 64,972 . . . 39 6,152,300 8.4

1996 544,350 302,914 44,174 128,632 68,598 . . . 31 6,520,600 8.3

1997 572,542 316,311 45,659 137,762 72,757 . . . 53 6,915,100 8.3

1998 585,156 326,817 48,173 133,990 76,125 . . . 51 7,423,000 7.9

1999 595,326 334,437 51,331 128,766 80,724 . . . 68 7,802,400 7.6

2000 625,060 352,706 54,938 128,458 88,893 . . . 63 8,429,700 7.4

2001 672,853 372,370 59,577 141,183 99,663 . . . 60 8,724,100 7.7

2002 714,804 388,170 65,645 149,944 110,969 . . . 75 8,881,900 8.0

2003 746,756 399,892 70,906 152,084 123,825 3 47 9,163,600 8.1

2004 795,868 415,082 78,202 167,554 134,978 3 49 9,727,200 8.2

2005 850,058 435,373 85,394 180,013 149,228 58 -9 10,301,100 8.3

2006 907,834 460,457 92,384 188,989 165,939 4 61 10,983,400 8.3

2007 961,610 485,881 99,086 200,151 176,430 2 61 11,658,800 8.2

SOURCES: Department of the Treasury and Bureau of Economic Analysis.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Unnegotiated checks not deducted.

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.

c. Figures subject to revision.

d. For 1937–1939, refunds and lump-sum death payments under the Social Security Act of 1935.

e. Less than 0.05 percent.

f. Between -$500,000 and $500,000.

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

income, selected years 1937–2007 (in millions of dollars)—Continued

Year

Total

benefits

Cash benefits a Service benefits Rehabilitation services b

Personal

income c

Total benefits

as a percentage

of personal

income

Old-Age and

Survivors

Insurance d

Disability

Insurance

Hospital

Insurance

Supplementary

Medical

Insurance

Old-Age and

Survivors

Insurance

Disability

Insurance
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2008 ♦ 4.9

Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2007

(in millions of dollars)

Year Total

Retired-worker and dependents benefits Survivors benefits

Special age-72

beneficiaries

Lump-sum

death

payments

Retired

workers

Wives

and

husbands Children Children

Widowed

mothers and

fathers Widow(er)s a Parents

1937 1 . . . . . . . . . . . . . . . . . . . . . . . . 1

1938 10 . . . . . . . . . . . . . . . . . . . . . . . . 10

1939 14 . . . . . . . . . . . . . . . . . . . . . . . . 14

1940 35 15 2 b 3 2 b b . . . 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

(Continued)
4.A OASDI: Trust Funds

4.10 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

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 b 218

1999 334,437 238,478 18,415 1,992 12,125 1,415 61,769 27 b 216

2000 352,706 253,542 18,969 2,133 12,532 1,406 63,884 26 b 214

2001 372,370 268,976 19,491 2,332 13,134 1,441 66,758 26 b 212

2002 388,170 281,624 19,884 2,475 13,690 1,476 68,782 25 b 213

2003 399,892 291,518 19,951 2,583 14,072 1,486 70,052 24 b 206

2004 415,082 304,261 20,164 2,714 14,538 1,515 71,660 24 b 205

2005 435,373 321,706 20,500 2,888 15,103 1,535 73,411 24 b 206

2006 460,457 342,865 21,005 3,082 15,814 1,562 75,900 24 b 204

2007 485,881 364,278 21,571 3,274 16,486 1,573 78,472 24 b 203

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Amounts by type of benefit are estimated. Unnegotiated checks are not deducted. Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Aged widow(er)s and disabled widow(er)s.

b. Less than $500,000.

Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2007

(in millions of dollars)—Continued

Year Total

Retired-worker and dependents benefits Survivors benefits

Special age-72

beneficiaries

Lump-sum

death

payments

Retired

workers

Wives

and

husbands Children Children

Widowed

mothers and

fathers Widow(er)s a Parents
4.A OASDI: Trust Funds

Annual Statistical Supplement, 2008 ♦ 4.11

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

Table 4.A6—Total annual benefits paid from DI trust fund, by type of benefit, 1957–2007 (in millions of dollars)

Year Total Disabled workers Wives and husbands Children

1957 57 57 . . . . . .

1958 249 246 1 1

1959 457 390 29 38

1960 568 489 32 48

1961 887 724 54 109

1962 1,105 888 68 149

1963 1,210 965 73 172

1964 1,309 1,044 79 186

1965 1,573 1,246 95 232

1966 1,781 1,394 108 280

1967 1,939 1,519 113 307

1968 2,294 1,804 131 360

1969 2,542 2,014 139 389

1970 3,067 2,448 165 454

1971 3,758 3,028 192 539

1972 4,473 3,626 224 623

1973 5,718 4,676 281 760

1974 6,903 5,662 320 920

1975 8,414 6,908 385 1,121

1976 9,966 8,190 447 1,328

1977 11,463 9,456 505 1,503

1978 12,513 10,315 541 1,657

1979 13,708 11,333 581 1,794

1980 15,437 12,816 638 1,983

1981 17,199 14,379 684 2,136

1982 17,338 14,811 652 1,875

1983 17,530 15,196 607 1,728

1984 17,900 15,623 536 1,741

1985 18,836 16,483 545 1,809

1986 19,847 17,409 547 1,890

1987 20,512 18,053 532 1,926

1988 21,692 19,165 529 1,999

1989 22,873 20,314 523 2,036

1990 24,803 22,113 531 2,159

1991 27,662 24,738 550 2,374

1992 31,091 27,856 572 2,663

1993 34,598 30,913 572 3,112

1994 37,717 33,711 579 3,428

1995 40,898 36,610 577 3,711

1996 44,174 39,625 515 4,034

1997 45,659 41,083 479 4,098

1998 48,173 43,467 457 4,249

1999 51,331 46,459 433 4,439

2000 54,938 49,848 421 4,670

2001 59,577 54,244 416 4,917

2002 65,645 59,886 423 5,337

2003 70,906 64,811 431 5,664

2004 78,202 71,685 455 6,062

2005 85,394 78,381 483 6,531

2006 92,384 84,952 509 6,923

2007 99,086 91,314 520 7,251

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Amounts by type of benefit are estimated. Unnegotiated checks are not deducted. Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.
4.B OASDI: Covered Workers

4.12 ♦ Annual Statistical Supplement, 2008

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

issued, selected years 1937–2007

Year

Number a (thousands) Earnings

Social

Security

numbers

issued b

Total (thousands)

With

maximum

earnings

New

entrants

into

covered

employment c

Total in

covered

employment d

(millions of

dollars)

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

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.13

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

1995 141,000 8,191 4,621 3,401,800 2,919,100 85.8 24,126 20,703 5,465

1996 143,400 8,682 4,620 3,587,600 3,073,500 85.7 25,018 21,433 5,533

1997 146,145 9,022 4,710 3,858,721 3,285,000 85.1 26,403 22,478 5,413

1998 148,786 9,372 4,904 4,172,641 3,524,900 84.5 28,045 23,691 5,288

1999 151,333 9,209 4,966 4,467,110 3,749,600 83.9 29,518 24,777 5,306

2000 154,732 9,556 5,014 4,819,870 4,008,500 83.2 31,150 25,906 5,476

2001 155,416 9,213 4,425 4,919,536 4,167,900 84.7 31,654 26,818 5,883

2002 154,893 8,416 4,279 4,938,294 4,250,100 86.1 31,882 27,439 5,699

2003 154,576 8,494 4,190 5,068,917 4,355,000 85.9 32,792 28,174 5,372

2004 e 156,250 9,223 4,631 5,368,051 4,553,400 84.8 34,356 29,142 6,065

2005 e 158,913 9,675 4,992 5,677,517 4,765,900 83.9 35,727 29,991 5,280

2006 f 161,205 9,745 5,160 6,039,092 5,047,755 83.6 37,462 31,313 5,662

2007 g 162,454 -- -- 6,363,868 5,279,995 83.0 39,173 32,501 5,906

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Economic Analysis; Bureau of Labor Statistics.

NOTE: -- = not available.

a. Relates to wage and salary workers from 1937 to 1950. Beginning in 1951, includes self-employment. See Table 2.A3 for annual maximum taxable earnings.

b. Excludes railroad account numbers. Since program began, 442.3 million Social Security numbers have been issued. Some individuals have been issued more than 

one number.

c. Workers reported with first taxable earnings under program in specified year. From 1937 to 2006, 332.8 million different persons reported with taxable earnings.

d. Total wages, including estimated amounts above taxable limit, from 1937 to 1950. Beginning in 1951, also includes reported total net earnings of self-employed persons.

e. Preliminary data.

f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics.

g. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis.

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

issued, selected years 1937–2007—Continued

Year

Number a (thousands) Earnings

Social

Security

numbers

issued b

Total (thousands)

With

maximum

earnings

New

entrants

into

covered

employment c

Total in

covered

employment d

(millions of

dollars)

Reported taxable a Average per worker (dollars)

Amount

(millions of

dollars)

Percentage

of total

Total

earnings d

Reported

taxable
4.B OASDI: Covered Workers

4.14 ♦ Annual Statistical Supplement, 2008

Table 4.B2—Number with taxable earnings and amount of earnings, by type of earnings,

1951–2007

Year

Number a

(thousands)

Wage and salary Self-employed

Total in

covered

employment b

(millions of

dollars)

Reported taxable

Average per worker 

(dollars) Total in

covered

employment c

(millions of

dollars)

Reported taxable

Average per worker 

(dollars)

Wage and

salary

Selfemployed

Amount d

(millions of

dollars)

Percentage

of total

wages

Total

wages b

Reported

taxable d

Amount d

(millions

of dollars)

Percentage

of total selfemploymentTotal

earnings c

Reported

taxable 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

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.15

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

1995 132,800 13,500 3,159,100 2,754,300 87.2 23,788 20,740 242,700 164,800 67.9 17,978 12,207

1996 135,100 13,900 3,331,900 2,901,700 87.1 24,662 21,478 255,700 171,800 67.2 18,396 12,360

1997 137,765 14,020 3,586,721 3,104,300 86.5 26,035 22,533 272,000 180,700 66.4 19,401 12,889

1998 140,386 14,230 3,882,341 3,333,700 85.9 27,655 23,747 290,300 191,200 65.9 20,401 13,436

1999 142,703 14,500 4,159,210 3,547,300 85.3 29,146 24,858 307,900 202,300 65.7 21,234 13,952

2000 146,097 14,675 4,494,170 3,798,400 84.5 30,762 25,999 325,700 210,100 64.5 22,194 14,317

2001 146,596 14,930 4,586,990 3,950,100 86.1 31,290 26,945 332,546 217,800 65.5 22,274 14,588

2002 145,793 15,249 4,596,694 4,021,800 87.5 31,529 27,586 341,600 228,300 66.8 22,401 14,971

2003 145,101 15,969 4,708,439 4,114,000 87.4 32,449 28,353 360,478 241,000 66.9 22,574 15,092

2004 e 146,552 16,556 4,970,020 4,294,800 86.4 33,913 29,306 398,031 258,600 65.0 24,041 15,620

2005 e 149,025 17,288 5,238,211 4,491,700 85.7 35,150 30,141 439,306 274,200 62.4 25,411 15,861

2006 f 151,200 17,525 5,583,073 4,761,800 85.3 36,925 31,493 456,019 285,955 62.7 26,021 16,317

2007 g 152,616 17,418 5,891,634 4,981,239 84.5 38,604 32,639 472,234 298,756 63.3 27,112 17,152

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Economic Analysis; Bureau of Labor Statistics.

NOTE: See Table 4.B1 for wage and salary data before 1951.

a. Represents total number in specified type of employment. Persons with both types of covered employment during the year are included in each type.

b. Total wages, including estimated amounts above the taxable limit.

c. Reported self-employment net earnings.

d. See Table 2.A3 for annual maximum taxable earnings.

e. Preliminary data.

f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics.

g. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis.

Table 4.B2—Number with taxable earnings and amount of earnings, by type of earnings,

1951–2007—Continued

Year

Number a

(thousands)

Wage and salary Self-employed

Total in

covered

employment b

(millions of

dollars)

Reported taxable

Average per worker 

(dollars) Total in

covered

employment c

(millions of

dollars)

Reported taxable

Average per worker 

(dollars)

Wage and

salary

Selfemployed

Amount d

(millions of

dollars)

Percentage

of total

wages

Total

wages b

Reported

taxable d

Amount d

(millions

of dollars)

Percentage

of total selfemploymentTotal

earnings c

Reported

taxable d
4.B OASDI: Covered Workers

4.16 ♦ Annual Statistical Supplement, 2008

Table 4.B3—Number of workers and median annual earnings, by type of earnings and sex, selected years 

1937–2006

Year

All workers a Wage and salary Self-employed b

Total Men Women Subtotal Men Women Subtotal Men Women

Number (thousands)

1937 32,900 23,810 9,090 32,900 23,810 9,090 . . . . . . . . .

1940 35,390 25,570 9,820 35,390 25,570 9,820 . . . . . . . . .

1945 46,390 28,820 17,570 46,390 28,820 17,570 . . . . . . . . .

1950 48,280 32,620 15,660 48,280 32,620 15,660 . . . . . . . . .

1955 65,200 43,140 22,060 59,560 38,240 21,320 6,810 5,980 830

1960 72,530 47,900 24,630 66,980 43,100 23,880 6,870 5,990 880

1965 80,680 51,990 28,690 75,430 47,500 27,930 6,550 5,640 910

1970 93,090 57,330 35,760 88,180 53,180 35,000 6,270 5,370 900

1975 100,200 59,520 40,680 94,900 55,140 39,760 7,000 5,790 1,210

1980 113,000 64,288 48,712 107,200 59,751 47,449 8,200 6,407 1,793

1985 119,800 66,113 53,687 113,100 61,285 51,815 10,600 7,623 2,977

1986 122,900 67,412 55,488 115,900 62,398 53,502 11,200 7,932 3,268

1987 125,600 68,591 57,009 118,200 63,306 54,894 12,000 8,450 3,550

1988 129,600 70,596 59,004 122,100 65,270 56,830 12,400 8,630 3,770

1989 131,700 71,517 60,183 123,900 66,105 57,795 12,900 8,842 4,058

1990 133,600 72,291 61,309 126,100 67,064 59,036 12,500 8,526 3,974

1991 133,000 71,787 61,213 125,200 66,406 58,794 12,800 8,669 4,131

1992 134,000 72,016 61,984 126,000 66,543 59,457 13,100 8,797 4,303

1993 136,100 73,154 62,946 128,100 67,673 60,427 13,200 8,840 4,360

1994 138,200 73,989 64,211 130,100 68,481 61,619 13,300 8,840 4,460

1995 141,000 75,444 65,556 132,800 69,900 62,900 13,500 8,908 4,592

1996 143,400 76,241 67,158 135,100 70,670 64,429 13,900 9,074 4,826

1997 146,145 77,498 68,647 137,765 71,910 65,855 14,020 9,078 4,942

1998 148,786 78,671 70,115 140,386 73,111 67,275 14,230 9,108 5,122

1999 151,333 80,042 71,291 142,703 74,376 68,327 14,500 9,224 5,276

2000 154,732 81,654 73,078 146,097 76,033 70,064 14,675 9,277 5,398

2001 155,416 82,006 73,410 146,596 76,303 70,293 14,930 9,354 5,576

2002 154,893 81,568 73,325 145,793 75,711 70,082 15,249 9,442 5,807

2003 154,576 81,263 73,313 145,101 75,200 69,901 15,969 9,860 6,109

2004 c 156,250 82,008 74,242 146,552 75,848 70,704 16,556 10,117 6,439

2005 c 158,913 83,202 75,711 149,025 77,001 72,024 17,288 9,880 6,560

2006 c 161,205 84,181 77,024 151,200 78,006 73,194 17,525 10,438 7,087

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.17

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Median earnings d (dollars)

1937 761 945 484 761 945 484 . . . . . . . . .

1940 746 935 472 746 935 472 . . . . . . . . .

1945 1,159 1,654 770 1,159 1,654 770 . . . . . . . . .

1950 1,926 2,532 1,124 1,926 2,532 1,124 . . . . . . . . .

1955 2,438 3,315 1,351 2,383 3,348 1,338 2,397 2,550 1,552

1960 2,894 3,879 1,679 2,833 3,875 1,676 2,903 3,129 1,695

1965 3,414 4,685 1,984 3,319 4,630 1,979 3,858 4,242 1,898

1970 4,375 6,180 2,735 4,317 6,173 2,770 5,104 5,683 2,360

1975 5,803 8,250 3,730 5,790 8,315 3,794 6,700 7,846 3,113

1980 8,549 11,963 6,012 8,612 12,166 6,106 8,699 10,572 4,133

1985 11,265 14,959 8,293 11,638 15,706 8,525 9,877 12,301 5,529

1986 11,831 15,579 8,796 12,064 16,025 9,019 10,424 12,908 6,152

1987 12,327 16,073 9,261 12,576 16,559 9,500 10,886 13,401 6,573

1988 12,825 16,613 9,753 13,086 17,055 9,992 11,478 14,090 7,036

1989 13,314 17,014 10,265 13,762 17,800 10,577 11,602 14,538 7,010

1990 13,898 17,582 10,837 14,432 18,483 11,199 11,220 14,097 6,898

1991 14,278 17,765 11,369 14,859 18,730 11,767 11,125 13,703 7,186

1992 14,739 18,208 11,842 15,386 19,292 12,268 11,392 13,966 7,452

1993 15,000 18,430 12,093 15,665 19,516 12,546 11,595 14,128 7,720

1994 15,560 19,249 12,422 16,010 19,969 12,807 12,051 14,737 8,002

1995 16,108 19,907 12,897 16,618 20,672 13,296 12,198 14,931 8,301

1996 16,712 20,779 13,335 17,256 21,591 13,763 12,481 15,300 8,628

1997 17,562 21,814 14,043 18,127 22,693 14,482 12,910 15,911 8,944

1998 18,513 23,028 14,834 19,103 23,920 15,290 13,462 16,565 9,365

1999 19,265 23,927 15,465 19,885 24,839 15,938 14,051 17,338 9,784

2000 20,225 25,032 16,287 20,885 25,999 16,801 14,927 18,538 10,270

2001 20,905 25,643 17,037 21,629 26,647 17,595 15,010 18,681 10,470

2002 21,193 25,765 17,461 21,987 26,892 18,085 14,429 17,761 10,514

2003 21,610 26,173 17,845 22,473 27,364 18,497 14,512 17,998 10,678

2004 c 22,342 27,074 18,427 23,247 28,313 19,143 14,901 18,436 11,087

2005 c 22,983 27,895 18,892 23,892 29,137 19,634 15,339 19,135 11,471

2006 c 23,832 28,916 19,586 24,777 30,185 20,362 15,290 19,224 11,638

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = not applicable.

a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total.

b. Not covered before 1951.

c. Preliminary data.

d. For all workers, medians relate to combined earnings from wage and salary employment and self-employment. For all wage and salary workers, medians relate to 

wages and salaries only.

Table 4.B3—Number of workers and median annual earnings, by type of earnings and sex, selected years 

1937–2006—Continued

Year

All workers a Wage and salary Self-employed b

Total Men Women Subtotal Men Women Subtotal Men Women
4.B OASDI: Covered Workers

4.18 ♦ Annual Statistical Supplement, 2008

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

selected years 1937–2006

Year

All workers a All self-employed workers Annual maximum

Total Men Women Total Men Women taxable earnings (dollars)

1937 96.9 95.8 99.7 . . . . . . . . . 3,000

1940 96.6 95.4 99.7 . . . . . . . . . 3,000

1945 86.3 78.6 98.9 . . . . . . . . . 3,000

1950 71.1 59.9 94.6 . . . . . . . . . 3,000

1951 75.5 64.6 96.7 65.4 62.6 83.3 3,600

1952 72.1 60.0 95.4 64.1 61.2 83.5 3,600

1953 68.8 55.5 93.8 62.9 59.5 83.1 3,600

1954 68.4 55.4 93.0 62.6 58.8 82.8 3,600

1955 74.4 63.4 95.9 74.0 72.3 86.3 4,200

1956 71.6 59.7 94.5 71.2 69.1 86.0 4,200

1957 70.1 58.7 93.1 69.6 67.2 85.5 4,200

1958 69.4 58.4 91.8 68.8 66.3 85.7 4,200

1959 73.3 62.7 94.3 72.0 69.6 88.0 4,800

1960 72.0 60.9 93.5 71.6 69.2 87.7 4,800

1961 70.8 59.6 92.4 70.3 67.8 86.9 4,800

1962 68.8 57.1 91.1 67.9 65.3 85.3 4,800

1963 67.5 55.5 90.0 66.3 63.4 85.3 4,800

1964 65.5 53.1 88.5 63.8 60.5 84.4 4,800

1965 63.9 51.0 87.3 59.5 55.8 82.5 4,800

1966 75.8 64.4 95.6 68.3 65.0 88.4 6,600

1967 73.6 61.5 94.2 66.7 63.2 87.5 6,600

1968 78.6 68.0 96.3 70.3 67.2 89.7 7,800

1969 75.5 62.8 96.0 68.3 65.0 89.1 7,800

1970 74.0 61.8 93.5 67.8 64.3 88.3 7,800

1971 71.7 59.1 91.7 66.7 63.3 86.2 7,800

1972 75.0 62.9 93.9 68.8 65.0 89.7 9,000

1973 79.7 68.9 96.2 71.1 67.4 91.0 10,800

1974 84.9 76.2 97.8 75.7 72.1 94.0 13,200

1975 84.9 76.4 97.5 77.8 74.4 93.9 14,100

1976 85.1 76.3 97.5 78.6 75.1 94.3 15,300

1977 85.2 76.3 97.5 79.3 75.8 94.1 16,500

1978 84.6 75.4 97.1 79.3 75.6 94.0 17,700

1979 90.0 83.6 98.6 84.3 81.3 95.9 22,900

1980 91.2 85.5 98.8 86.9 84.2 96.6 25,900

1981 92.4 87.4 99.0 89.4 87.1 97.2 29,700

1982 92.9 88.3 98.9 91.0 88.8 97.7 32,400

1983 93.7 89.6 99.0 92.0 90.0 97.7 35,700

1984 93.6 89.4 98.9 91.8 89.7 97.6 37,800

1985 93.5 89.3 98.8 92.0 89.8 97.5 39,600

1986 93.8 89.7 98.7 92.3 90.2 97.5 42,000

1987 93.9 89.9 98.6 92.5 90.4 97.5 43,800

1988 93.5 89.4 98.3 91.7 89.4 97.1 45,000

1989 93.8 90.1 98.3 92.4 90.1 97.3 48,000

1990 94.3 90.9 98.4 93.3 91.3 97.7 51,300

1991 94.4 91.1 98.3 93.6 91.6 97.7 53,400

1992 94.3 91.0 98.1 93.6 91.7 97.6 55,500

1993 94.4 91.3 98.1 93.7 91.9 97.4 57,600

1994 94.6 91.4 98.1 93.9 92.0 97.5 60,600

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.19

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

1995 94.2 91.0 97.9 93.9 92.0 97.5 61,200

1996 93.9 90.6 97.7 93.9 92.0 97.4 62,700

1997 93.8 90.5 97.6 93.8 91.9 97.3 65,400

1998 93.7 90.3 97.5 94.0 92.2 97.3 68,400

1999 93.9 90.7 97.5 94.2 92.3 97.4 72,600

2000 93.8 90.6 97.4 92.5 90.1 96.6 76,200

2001 94.1 91.0 97.5 93.0 90.8 96.8 80,400

2002 94.6 91.8 97.7 94.9 93.2 97.7 84,900

2003 94.5 91.8 97.5 95.0 93.4 97.6 87,000

2004 b 94.1 91.2 97.3 94.8 93.1 97.5 87,900

2005 b 93.9 91.0 97.1 94.8 93.1 97.4 90,000

2006 b 94.0 91.1 97.1 95.2 93.4 97.8 94,200

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: . . . = not applicable.

a. From 1937 to 1950, relates to wage and salary workers. Beginning in 1951, includes self-employed workers.

b. Preliminary data.

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

selected years 1937–2006—Continued

Year

All workers a All self-employed workers Annual maximum

Total Men Women Total Men Women taxable earnings (dollars)
4.B OASDI: Covered Workers

4.20 ♦ Annual Statistical Supplement, 2008

Table 4.B5—Number of workers, by sex and age, selected years 1937–2006 (in thousands)

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older

All workers

1937 32,900 3,277 6,302 5,480 4,413 3,688 3,055 2,580 1,918 1,308 384 398 a 97 . . . . . .

1940 35,390 2,963 6,481 5,794 4,904 3,930 3,342 2,706 2,147 1,488 437 494 451 106 152

1945 46,390 6,313 5,908 5,571 5,495 5,288 4,623 4,061 3,275 2,577 831 926 975 214 333

1950 48,280 4,469 7,057 6,732 5,991 5,609 5,016 4,076 3,375 2,597 811 1,052 979 210 306

1955 65,200 5,410 7,065 7,499 7,801 7,458 7,222 6,507 5,299 4,261 1,423 1,893 2,091 537 734

1960 72,530 6,328 8,749 7,461 7,812 8,301 7,938 7,432 6,448 4,996 1,643 2,102 1,989 419 912

1965 80,680 8,556 11,066 8,261 7,488 8,120 8,550 7,936 7,163 5,931 1,943 2,272 2,027 424 943

1970 93,090 10,790 14,945 10,587 8,492 8,028 8,539 8,647 7,700 6,594 2,236 2,692 2,362 475 1,003

1975 100,200 11,939 16,419 13,852 10,304 8,644 7,997 8,157 7,896 6,626 2,289 2,543 2,139 444 951

1980 113,000 12,372 18,403 16,464 14,184 10,982 9,003 7,961 7,768 7,076 2,326 2,632 2,292 491 1,046

1985 119,800 10,685 17,727 18,012 16,193 14,276 10,961 8,713 7,435 6,870 2,410 2,726 2,206 489 1,097

1990 133,600 10,907 16,760 18,701 18,696 17,008 14,984 11,119 8,533 6,928 2,454 2,854 2,687 605 1,362

1995 141,000 10,832 15,465 17,078 18,692 18,760 16,918 14,622 10,510 7,667 2,440 2,777 2,836 699 1,704

1996 143,400 11,156 15,251 17,184 18,389 19,026 17,481 15,108 11,205 7,942 2,520 2,804 2,863 698 1,772

1997 146,145 11,402 15,486 17,156 18,033 19,279 17,964 15,369 12,023 8,453 2,569 2,902 2,913 731 1,865

1998 148,786 11,904 15,712 17,010 17,694 19,366 18,393 15,763 12,662 8,947 2,687 2,991 2,970 753 1,932

1999 151,333 12,241 16,106 16,754 17,517 19,407 18,769 16,318 13,297 9,332 2,759 3,087 3,013 771 1,962

2000 154,732 12,413 16,703 16,438 17,715 19,245 19,199 16,990 14,156 9,681 2,876 3,243 3,159 829 2,083

2001 155,416 11,753 16,981 16,081 17,688 18,783 19,336 17,449 14,571 10,288 2,989 3,331 3,230 828 2,107

2002 154,893 11,045 17,015 15,952 17,346 18,108 19,213 17,698 14,625 10,936 3,266 3,425 3,301 813 2,150

2003 154,576 10,483 17,018 15,904 16,940 17,527 19,069 17,879 14,831 11,387 3,506 3,554 3,425 825 2,226

2004 b 156,250 10,545 17,186 16,202 16,594 17,264 18,953 18,134 15,321 11,974 3,485 3,882 3,581 850 2,279

2005 b 158,913 10,892 17,431 16,706 16,213 17,340 18,731 18,451 15,881 12,616 3,425 4,193 3,762 905 2,366

2006 b 161,205 11,170 17,648 17,190 15,942 17,395 18,323 18,609 16,372 13,032 3,790 4,368 3,957 957 2,451

Men

1937 23,810 2,020 4,021 3,797 3,237 3,775 2,387 2,091 1,606 1,110 330 351 a 85 . . . . . .

1940 25,570 1,821 4,072 4,028 3,545 2,922 2,550 2,151 1,770 1,265 373 434 403 96 140

1945 28,820 3,343 2,296 3,054 3,502 3,486 3,150 2,840 2,409 1,984 664 765 838 189 300

1950 32,620 2,530 4,215 4,497 4,135 3,889 3,419 2,827 2,417 1,951 635 843 815 181 266

1955 43,140 3,026 3,980 5,019 5,345 5,035 4,846 4,327 3,595 2,995 1,012 1,387 1,566 414 593

1960 47,900 3,748 5,455 5,148 5,464 5,591 5,188 4,818 4,183 3,336 1,125 1,480 1,392 293 697

1965 51,990 5,206 6,731 5,574 5,153 5,416 5,464 5,002 4,536 3,803 1,274 1,519 1,359 280 673

1970 57,330 6,308 8,639 6,760 5,564 5,126 5,287 5,242 4,671 4,084 1,392 1,730 1,522 321 684

1975 59,520 6,635 9,122 8,245 6,440 5,311 4,831 4,891 4,729 4,023 1,418 1,595 1,352 285 643

1980 64,288 6,620 9,971 9,278 8,206 6,372 5,178 4,590 4,516 4,152 1,391 1,597 1,411 309 697

1985 66,114 5,547 9,432 9,870 9,066 7,920 6,050 4,838 4,186 3,932 1,408 1,593 1,297 289 686

1990 72,292 5,690 8,835 10,131 10,251 9,216 7,977 5,976 4,651 3,857 1,381 1,619 1,526 358 823

1995 75,443 5,590 8,069 9,097 10,146 10,106 8,966 7,663 5,620 4,193 1,374 1,547 1,614 405 1,053

1996 76,241 5,672 7,876 9,074 9,935 10,198 9,240 7,873 5,963 4,307 1,416 1,569 1,629 403 1,086

1997 77,498 5,823 7,943 9,017 9,697 10,280 9,498 7,997 6,376 4,578 1,423 1,641 1,650 433 1,141

1998 78,671 6,068 8,029 8,895 9,472 10,345 9,684 8,196 6,673 4,835 1,476 1,690 1,688 444 1,177

1999 80,042 6,251 8,238 8,774 9,415 10,376 9,880 8,480 6,977 5,028 1,520 1,734 1,713 454 1,200

2000 81,654 6,323 8,544 8,573 9,492 10,285 10,102 8,838 7,365 5,184 1,588 1,796 1,805 488 1,271

2001 82,006 5,944 8,689 8,422 9,460 10,063 10,191 9,106 7,566 5,488 1,630 1,847 1,848 477 1,275

2002 81,568 5,562 8,691 8,297 9,282 9,713 10,113 9,241 7,575 5,799 1,768 1,884 1,883 461 1,299

2003 81,263 5,233 8,691 8,264 9,028 9,435 10,060 9,296 7,670 5,991 1,896 1,945 1,939 482 1,334

2004 b 82,008 5,228 8,789 8,409 8,822 9,268 10,012 9,428 7,922 6,261 1,878 2,106 2,023 495 1,368

2005 b 83,202 5,394 8,882 8,667 8,579 9,278 9,867 9,586 8,223 6,557 1,826 2,272 2,116 531 1,424

2006 b 84,181 5,553 8,974 8,895 8,409 9,241 9,630 9,644 8,467 6,743 2,004 2,361 2,215 564 1,481

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.21

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Women

1937 9,090 1,257 2,281 1,683 1,176 913 668 489 312 198 54 47 a 12 . . . . . .

1940 9,820 1,142 2,409 1,766 1,359 1,008 792 555 377 218 64 60 48 10 12

1945 17,570 2,970 3,612 2,517 1,993 1,802 1,473 1,221 866 593 167 161 137 25 33

1950 15,660 1,939 2,842 2,235 1,856 1,720 1,597 1,249 958 646 176 209 164 29 40

1955 22,060 2,384 3,085 2,480 2,456 2,423 2,376 2,180 1,704 1,266 411 506 525 123 141

1960 24,630 2,580 3,294 2,313 2,348 2,710 2,750 2,614 2,265 1,660 518 622 597 126 233

1965 28,690 3,350 4,335 2,687 2,335 2,704 3,086 2,934 2,627 2,128 669 753 668 144 270

1970 35,760 4,482 6,306 3,827 2,928 2,902 3,252 3,405 3,029 2,510 844 962 840 154 319

1975 40,680 5,304 7,297 5,607 3,864 3,333 3,166 3,266 3,167 2,603 871 948 787 159 308

1980 48,712 5,752 8,432 7,186 5,978 4,610 3,825 3,371 3,252 2,924 935 1,035 881 182 349

1985 53,686 5,138 8,295 8,142 7,127 6,356 4,911 3,875 3,249 2,938 1,002 1,233 909 200 411

1990 61,309 5,217 7,925 8,570 8,445 7,792 7,007 5,143 3,882 3,071 1,073 1,235 1,161 247 540

1995 65,557 5,241 7,396 7,981 8,546 8,654 7,951 6,959 4,891 3,474 1,066 1,230 1,222 295 651

1996 67,158 5,483 7,375 8,110 8,454 8,829 8,241 7,236 5,242 3,634 1,104 1,235 1,234 295 685

1997 68,647 5,579 7,543 8,139 8,336 8,998 8,466 7,372 5,648 3,875 1,146 1,261 1,264 298 724

1998 70,115 5,837 7,683 8,115 8,222 9,021 8,709 7,567 5,989 4,113 1,212 1,302 1,283 308 755

1999 71,291 5,990 7,868 7,980 8,102 9,031 8,889 7,838 6,321 4,304 1,239 1,353 1,299 317 762

2000 73,078 6,089 8,159 7,865 8,224 8,960 9,097 8,152 6,791 4,497 1,288 1,448 1,355 341 812

2001 73,410 5,809 8,293 7,658 8,228 8,721 9,144 8,344 7,005 4,800 1,358 1,484 1,383 351 833

2002 73,325 5,483 8,324 7,655 8,065 8,395 9,101 8,457 7,050 5,137 1,498 1,541 1,418 351 851

2003 73,313 5,250 8,327 7,640 7,912 8,093 9,010 8,583 7,161 5,396 1,610 1,609 1,487 343 892

2004 b 74,242 5,318 8,397 7,792 7,772 7,996 8,942 8,705 7,398 5,713 1,607 1,776 1,557 356 911

2005 b 75,711 5,498 8,549 8,039 7,634 8,062 8,863 8,865 7,658 6,059 1,599 1,921 1,646 374 942

2006 b 77,024 5,617 8,674 8,296 7,533 8,154 8,693 8,966 7,905 6,289 1,785 2,007 1,742 393 971

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTES: Age refers to age attained during year.

. . . = not applicable.

a. Represents workers attaining age 65 during the year. Workers aged 65 or older were not covered under the program in that year.

b. Preliminary data.

Table 4.B5—Number of workers, by sex and age, selected years 1937–2006 (in thousands)—Continued

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older
4.B OASDI: Covered Workers

4.22 ♦ Annual Statistical Supplement, 2008

Table 4.B6—Median earnings of workers, by sex and age, selected years 1937–2006 (in dollars)

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older

All workers

1937 761 170 570 829 998 1,061 1,126 1,121 1,177 1,020 1,010 927 a 512 . . . . . .

1940 746 140 498 764 934 1,041 1,064 1,110 1,071 1,018 978 963 874 924 788

1945 1,159 288 669 818 1,383 1,617 1,842 2,026 1,874 1,821 1,782 1,739 1,482 1,341 1,307

1950 1,926 385 1,376 1,971 2,312 2,456 2,473 2,517 2,442 2,394 2,492 2,252 1,973 1,916 1,589

1955 2,438 443 1,601 2,689 3,173 3,233 3,196 3,068 2,966 2,728 2,525 2,427 1,736 1,279 1,149

1960 2,894 561 1,917 3,138 3,738 3,903 3,891 3,785 3,643 3,452 3,166 3,052 1,590 1,140 1,252

1965 3,414 613 2,326 3,919 4,540 4,747 4,756 4,665 4,526 4,304 4,087 3,767 1,791 1,171 1,326

1970 4,375 810 2,988 5,334 6,156 6,339 6,357 6,292 6,105 5,831 5,473 5,047 2,099 1,578 1,683

1975 5,803 1,070 4,187 6,795 8,249 8,629 8,725 8,810 8,748 8,299 7,779 6,620 2,524 2,105 2,137

1980 8,549 1,646 6,205 9,593 11,510 12,540 12,690 12,784 12,794 12,309 11,606 9,651 4,451 3,306 3,140

1985 11,265 1,647 7,136 12,453 14,886 16,458 16,984 16,849 16,528 15,831 14,724 11,907 5,974 4,330 3,729

1990 13,898 1,937 8,054 14,687 17,482 19,296 20,664 20,958 20,157 18,584 17,163 13,021 6,812 5,375 4,536

1995 16,108 2,076 8,392 16,134 19,654 21,629 23,468 24,690 24,090 21,320 19,136 12,961 7,551 5,816 4,681

1996 16,712 2,140 8,562 16,664 20,327 22,311 24,116 25,317 25,176 22,083 19,718 13,408 7,692 6,217 4,861

1997 17,562 2,310 9,074 17,596 21,261 23,279 24,979 26,264 26,415 23,398 20,514 14,284 8,056 6,387 5,033

1998 18,513 2,515 9,763 18,666 22,453 24,345 25,971 27,390 27,609 24,688 21,372 15,229 8,431 6,747 5,302

1999 19,265 2,610 10,163 19,563 23,469 25,173 26,788 28,315 28,643 25,577 22,151 15,902 8,935 6,780 5,271

2000 20,225 2,716 10,721 20,597 24,817 26,385 27,814 29,403 29,529 26,698 22,884 16,499 9,465 7,295 5,376

2001 20,905 2,718 10,703 20,981 25,601 27,228 28,544 30,128 30,414 27,685 23,679 17,736 10,556 7,861 5,743

2002 21,193 2,677 10,353 20,945 25,904 27,724 28,992 30,338 30,998 28,380 24,470 18,563 11,158 8,192 5,911

2003 21,610 2,633 10,320 21,044 26,464 28,331 29,484 30,910 31,562 29,126 25,452 19,302 11,875 8,698 5,965

2004 b 22,342 2,713 10,680 21,496 27,324 29,523 30,551 31,950 32,750 30,396 26,470 20,747 12,588 9,170 6,315

2005 b 22,983 2,752 10,980 22,014 27,933 30,553 31,394 32,678 33,724 31,483 27,747 21,943 13,319 9,600 6,617

2006 b 23,832 2,804 11,339 22,807 28,842 31,795 32,760 33,874 34,868 32,833 29,244 23,416 14,022 10,157 6,933

Men

1937 945 174 647 1,117 1,202 1,286 1,338 1,308 1,232 1,137 1,131 1,008 a 563 . . . . . .

1940 935 147 550 928 1,143 1,289 1,306 1,320 1,238 1,153 1,088 1,058 950 917 899

1945 1,654 271 422 813 1,983 2,245 2,405 2,364 2,319 2,170 2,106 2,000 1,666 1,462 1,390

1950 2,532 402 1,566 2,465 2,918 3,102 3,131 3,156 3,018 2,959 2,812 2,618 2,317 2,049 1,707

1955 3,315 468 1,871 3,450 4,079 4,201 4,159 4,005 3,818 3,512 3,201 3,044 2,164 1,498 1,292

1960 3,879 615 2,116 3,942 4,831 5,175 5,167 4,954 4,702 4,416 3,982 3,812 2,112 1,207 1,340

1965 4,685 710 2,609 4,957 6,055 6,481 6,519 6,369 5,921 5,581 4,993 4,784 2,628 1,246 1,443

1970 6,180 930 3,281 6,827 8,131 8,528 8,686 8,735 8,370 7,675 7,051 6,456 2,927 1,662 1,863

1975 8,250 1,246 4,870 8,464 11,170 12,131 12,533 12,605 12,270 11,290 10,398 8,700 2,895 2,276 2,371

1980 11,963 1,857 7,007 11,880 15,491 17,982 18,720 18,896 18,391 17,585 15,939 13,201 4,902 3,658 3,529

1985 14,959 1,771 8,185 14,465 18,642 22,021 24,433 24,385 23,841 22,117 19,953 16,532 6,760 4,977 4,351

1990 17,582 2,058 8,945 16,412 21,211 24,424 27,608 29,074 28,027 25,509 23,243 17,408 7,714 6,153 5,129

1995 19,907 2,164 9,618 17,810 23,200 26,912 29,732 32,334 32,505 28,260 24,673 17,090 8,133 6,430 4,977

1996 20,779 2,234 9,900 18,538 24,024 27,769 30,658 32,850 33,648 29,426 25,177 17,632 8,441 6,715 5,295

1997 21,814 2,379 10,356 19,748 25,231 28,874 31,790 33,738 34,890 31,018 26,229 18,159 8,832 7,097 5,300

1998 23,028 2,600 11,135 21,040 26,645 30,154 32,996 34,823 36,125 32,577 27,588 19,750 9,286 7,429 5,638

1999 23,927 2,718 11,616 22,200 27,805 31,113 33,946 35,717 36,924 33,428 28,382 20,172 9,873 7,323 5,594

2000 25,032 2,804 12,191 23,403 29,404 32,354 35,218 36,932 37,917 34,717 28,850 21,076 10,487 7,903 5,791

2001 25,643 2,788 12,002 23,500 30,130 33,117 35,801 37,426 38,348 35,287 29,886 21,976 12,010 8,566 6,229

2002 25,765 2,748 11,560 23,238 30,420 33,658 35,994 37,574 38,285 35,806 30,715 22,844 12,611 8,834 6,418

2003 26,173 2,726 11,391 23,365 30,891 34,302 36,542 38,150 38,699 36,390 31,540 23,854 13,402 9,470 6,338

2004 b 27,074 2,799 11,861 23,836 31,993 35,770 37,907 39,611 40,152 37,865 32,930 25,910 14,495 9,905 6,665

2005 b 27,895 2,826 12,260 24,500 32,647 36,988 39,067 40,599 41,231 38,967 34,506 27,379 15,340 10,503 7,031

2006 b 28,916 2,879 12,718 25,359 33,733 38,560 40,619 42,056 42,644 40,459 36,168 29,444 16,361 11,370 7,338

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.23

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Women

1937 484 163 477 602 621 609 604 589 576 563 585 582 a 366 . . . . . .

1940 472 127 432 530 590 599 596 590 580 562 499 577 607 999 424

1945 770 307 811 821 871 971 1,026 1,018 987 955 946 899 832 766 928

1950 1,124 362 1,153 1,158 1,196 1,297 1,421 1,456 1,410 1,416 1,370 1,349 1,176 1,399 1,232

1955 1,351 408 1,312 1,406 1,430 1,586 1,706 1,775 1,768 1,622 1,542 1,445 1,057 949 802

1960 1,679 484 1,558 1,969 1,718 1,899 2,075 2,205 2,290 2,221 2,040 1,783 1,142 1,007 1,036

1965 1,984 539 1,852 2,067 2,069 2,243 2,478 2,660 2,715 2,764 2,678 2,372 1,208 1,054 1,093

1970 2,735 675 2,538 3,151 2,953 3,210 3,498 3,721 3,790 3,747 3,729 3,236 1,674 1,344 1,375

1975 3,730 905 3,287 4,800 4,454 4,512 4,870 5,168 5,340 5,300 5,020 4,055 2,189 1,895 1,715

1980 6,012 1,451 5,083 7,496 7,649 7,495 7,761 7,893 8,079 7,966 7,756 6,044 3,589 2,853 2,569

1985 8,293 1,524 6,063 10,251 10,986 11,169 11,163 11,072 10,898 10,714 10,133 7,728 4,959 3,671 3,067

1990 10,837 1,816 7,104 12,677 13,642 14,339 15,031 14,920 14,373 13,088 12,194 9,133 5,888 4,387 3,830

1995 12,897 1,991 7,232 14,249 15,853 16,547 18,068 18,732 17,937 16,030 14,147 9,882 6,910 5,120 4,376

1996 13,335 2,051 7,383 14,637 16,387 17,009 18,532 19,496 18,834 16,728 14,670 10,358 6,971 5,605 4,372

1997 14,043 2,243 7,873 15,238 17,150 17,801 19,277 20,325 19,989 17,750 15,762 11,003 7,331 5,638 4,687

1998 14,834 2,435 8,529 16,128 18,133 18,625 20,046 21,484 21,088 18,656 16,606 11,646 7,619 5,968 4,871

1999 15,465 2,519 8,928 16,897 18,823 19,283 20,688 22,265 22,129 19,594 17,168 12,324 8,032 6,245 4,876

2000 16,287 2,638 9,454 17,774 19,893 20,387 21,536 23,202 23,074 20,664 17,993 12,876 8,472 6,459 4,947

2001 17,037 2,649 9,536 18,341 20,736 21,114 22,222 24,035 24,149 21,797 18,733 14,055 9,214 7,117 5,200

2002 17,461 2,613 9,333 18,533 21,203 21,678 22,775 24,401 25,082 22,842 19,582 15,028 9,779 7,552 5,343

2003 17,845 2,554 9,367 18,674 21,750 22,317 23,192 24,933 25,806 23,486 20,506 15,520 10,424 7,947 5,469

2004 b 18,427 2,636 9,669 19,089 22,384 23,172 24,002 25,683 26,653 24,658 21,410 16,632 10,972 8,216 5,912

2005 b 18,892 2,686 9,891 19,476 22,900 23,966 24,598 26,071 27,479 25,614 22,335 17,452 11,501 8,574 6,222

2006 b 19,586 2,743 10,163 20,230 23,711 24,999 25,707 26,862 28,458 26,783 23,886 18,805 12,105 8,964 6,428

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.

a. Earnings of workers attaining age 65 during the year. Workers aged 65 or older not covered under program in that year.

b. Preliminary data.

Table 4.B6—Median earnings of workers, by sex and age, selected years 1937–2006 (in dollars)—Continued

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
4.B OASDI: Covered Workers

4.24 ♦ Annual Statistical Supplement, 2008

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 4.B7—Number of wage and salary workers, by sex and amount of taxable earnings, 1992–2006

(in thousands)

Year Total

Workers with earnings below the taxable maximum (by dollar amount of earnings) Workers

with

maximum

earnings

1–

4,999

5,000–

9,999

10,000–

19,999

20,000–

29,999

30,000–

39,999

40,000–

49,999

50,000–

59,999

60,000–

69,999

70,000–

79,999

80,000–

89,999

90,000–

94,199

All wage and salary workers

1992 126,000 28,876 17,496 29,812 20,699 12,554 7,084 2,422 . . . . . . . . . . . . 7,057

1993 128,100 29,050 17,521 29,900 21,134 12,786 7,371 3,325 . . . . . . . . . . . . 7,013

1994 130,100 28,994 17,273 29,903 21,482 13,230 7,709 4,310 277 . . . . . . . . . 6,921

1995 132,800 28,568 17,213 30,142 22,097 13,853 8,171 4,662 498 . . . . . . . . . 7,597

1996 135,100 28,356 16,977 29,832 22,612 14,435 8,706 5,052 1,053 . . . . . . . . . 8,077

1997 137,765 27,554 16,853 29,676 23,076 15,243 9,330 5,523 2,106 . . . . . . . . . 8,405

1998 140,386 26,829 16,431 29,360 23,586 16,095 10,062 6,008 3,268 . . . . . . . . . 8,747

1999 142,703 26,421 16,261 28,975 23,861 16,763 10,546 6,456 3,974 856 . . . . . . 8,589

2000 146,097 26,219 15,995 28,443 24,306 17,384 11,330 7,056 4,439 1,994 . . . . . . 8,933

2001 146,596 25,700 15,596 27,746 23,983 17,661 11,776 7,462 4,730 3,151 177 . . . 8,614

2002 145,793 25,487 15,386 26,910 23,495 17,607 11,853 7,662 4,957 3,329 1,266 . . . 7,840

2003 145,101 25,005 15,160 26,247 22,988 17,541 11,996 7,794 5,173 3,467 1,821 . . . 7,909

2004 a

a. Preliminary data.

146,552 24,654 14,857 25,864 22,789 17,661 12,364 8,217 5,571 3,766 2,212 . . . 8,596

2005 a 149,025 24,588 14,774 25,712 22,913 17,953 12,758 8,592 5,840 3,988 2,890 . . . 9,017

2006 a 151,200 24,548 14,559 25,179 22,706 18,198 13,174 9,009 6,259 4,320 3,026 1,102 9,121

Men

1992 66,543 12,914 7,726 13,773 11,128 8,069 5,109 1,868 . . . . . . . . . . . . 5,955

1993 67,673 13,094 7,740 13,875 11,270 8,074 5,224 2,527 . . . . . . . . . . . . 5,869

1994 68,481 12,898 7,546 13,836 11,360 8,211 5,372 3,243 222 . . . . . . . . . 5,794

1995 69,901 12,766 7,457 13,865 11,653 8,448 5,587 3,444 388 . . . . . . . . . 6,292

1996 70,670 12,510 7,261 13,491 11,791 8,667 5,838 3,672 800 . . . . . . . . . 6,641

1997 71,910 12,198 7,154 13,199 11,864 8,957 6,162 3,932 1,582 . . . . . . . . . 6,862

1998 73,111 11,864 6,936 12,868 11,946 9,297 6,520 4,199 2,406 . . . . . . . . . 7,074

1999 74,376 11,743 6,892 12,595 11,942 9,565 6,711 4,456 2,895 642 . . . . . . 6,936

2000 76,033 11,680 6,788 12,241 11,958 9,755 7,070 4,734 3,170 1,474 . . . . . . 7,163

2001 76,303 11,605 6,693 11,985 11,629 9,763 7,170 4,907 3,268 2,284 136 . . . 6,862

2002 75,711 11,627 6,664 11,693 11,258 9,612 7,065 4,925 3,341 2,372 937 . . . 6,217

2003 75,200 11,441 6,531 11,396 10,993 9,475 7,072 4,921 3,425 2,428 1,308 . . . 6,210

2004 a 75,848 11,191 6,445 11,210 10,791 9,415 7,211 5,109 3,659 2,587 1,562 . . . 6,668

2005 a 77,001 11,150 6,358 11,041 10,830 9,478 7,395 5,292 3,790 2,687 2,034 . . . 6,948

2006 a 78,006 11,165 6,281 10,747 10,590 9,499 7,528 5,452 4,010 2,878 2,073 787 6,995

Women

1992 59,457 15,962 9,770 16,039 9,571 4,485 1,975 554 . . . . . . . . . . . . 1,103

1993 60,427 15,956 9,781 16,026 9,864 4,712 2,147 798 . . . . . . . . . . . . 1,144

1994 61,619 16,097 9,726 16,068 10,122 5,020 2,337 1,067 55 . . . . . . . . . 1,127

1995 62,900 15,802 9,756 16,277 10,444 5,405 2,584 1,217 110 . . . . . . . . . 1,305

1996 64,429 15,847 9,716 16,341 10,819 5,768 2,868 1,380 253 . . . . . . . . . 1,437

1997 65,855 15,356 9,698 16,477 11,211 6,285 3,169 1,591 524 . . . . . . . . . 1,543

1998 67,275 14,965 9,495 16,492 11,640 6,798 3,541 1,808 862 . . . . . . . . . 1,673

1999 68,327 14,679 9,369 16,380 11,919 7,199 3,835 2,000 1,079 214 . . . . . . 1,652

2000 70,064 14,539 9,206 16,203 12,348 7,630 4,260 2,321 1,268 519 . . . . . . 1,770

2001 70,293 14,094 8,903 15,761 12,354 7,898 4,606 2,555 1,462 867 41 . . . 1,752

2002 70,082 13,860 8,721 15,218 12,237 7,995 4,788 2,737 1,617 958 329 . . . 1,624

2003 69,901 13,564 8,629 14,852 11,995 8,066 4,924 2,873 1,748 1,038 513 . . . 1,699

2004 a 70,704 13,463 8,412 14,654 11,998 8,247 5,153 3,108 1,912 1,179 650 . . . 1,928

2005 a 72,024 13,439 8,416 14,671 12,083 8,475 5,363 3,299 2,051 1,301 856 . . . 2,070

2006 a 73,194 13,382 8,279 14,431 12,116 8,699 5,646 3,557 2,249 1,441 953 314 2,125

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTES: Taxable earnings consist of self-employment income and taxable wages.

. . . = not applicable.
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.25

Table 4.B8—Number of self-employed workers, by sex and age, selected years 1951–2006

(in thousands)

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older

All self-employed workers

1951 4,190 6 71 246 414 543 592 565 503 462 164 215 237 55 117

1955 6,810 18 114 362 600 757 865 874 790 737 290 441 497 143 322

1960 6,870 19 133 305 560 743 848 929 918 846 316 452 414 101 286

1965 6,550 31 143 292 452 664 814 870 913 885 328 411 388 92 267

1970 6,270 33 159 348 476 581 729 808 837 839 327 407 388 94 244

1975 7,000 67 302 581 679 700 731 813 869 823 317 382 393 95 248

1980 8,200 78 380 824 1,052 983 869 812 851 852 307 381 419 112 280

1985 10,600 112 527 1,099 1,488 1,522 1,261 1,030 930 929 368 434 455 124 321

1990 12,500 152 529 1,123 1,663 1,854 1,736 1,377 1,113 980 381 487 567 150 389

1991 12,800 136 521 1,105 1,697 1,897 1,818 1,474 1,170 998 388 486 561 158 391

1992 13,100 137 509 1,093 1,678 1,951 1,864 1,589 1,243 1,018 382 484 576 166 410

1993 13,200 131 488 1,029 1,650 1,956 1,892 1,647 1,325 1,047 375 481 589 164 426

1994 13,300 140 473 989 1,624 1,936 1,945 1,726 1,357 1,070 375 482 580 164 437

1995 13,500 143 482 1,005 1,612 1,960 1,964 1,808 1,393 1,097 385 467 574 166 445

1996 13,900 147 490 1,036 1,614 2,013 2,035 1,873 1,471 1,144 404 475 575 164 458

1997 14,020 151 498 1,030 1,548 1,978 2,053 1,874 1,555 1,203 402 485 592 169 483

1998 14,230 162 510 1,045 1,524 1,963 2,092 1,885 1,616 1,265 415 493 590 178 492

1999 14,500 171 535 1,040 1,521 1,965 2,088 1,969 1,684 1,322 420 514 595 174 502

2000 14,675 173 554 1,016 1,495 1,948 2,093 2,014 1,785 1,345 443 522 591 180 515

2001 14,930 173 598 1,036 1,526 1,907 2,113 2,042 1,825 1,421 457 526 610 178 519

2002 15,858 175 700 1,112 1,626 1,898 2,191 2,158 1,911 1,578 537 585 651 172 564

2003 15,969 176 703 1,123 1,638 1,915 2,209 2,177 1,924 1,588 541 587 652 173 565

2004 a 16,557 191 748 1,198 1,647 1,953 2,240 2,236 1,999 1,694 535 653 696 184 584

2005 a 17,288 215 822 1,284 1,668 2,018 2,269 2,301 2,095 1,796 540 708 758 200 615

2006 a 17,524 220 858 1,336 1,620 2,020 2,192 2,311 2,132 1,852 585 733 806 220 638

Men

1951 3,620 5 61 219 370 478 519 479 430 393 139 179 204 47 97

1955 5,980 16 104 335 555 687 773 773 679 631 247 373 420 122 265

1960 5,990 16 119 284 515 678 757 812 793 709 260 386 348 83 230

1965 5,640 26 127 263 410 598 714 759 772 742 272 339 326 75 217

1970 5,370 28 136 306 422 522 642 699 712 695 268 324 320 77 201

1975 5,790 57 251 479 564 584 619 680 715 672 255 309 326 78 201

1980 6,407 60 305 639 793 752 672 641 681 668 244 301 333 92 226

1985 7,623 79 378 782 1,060 1,058 873 730 674 686 278 328 351 97 249

1990 8,525 103 346 746 1,112 1,241 1,148 914 762 693 270 355 424 116 295

1991 8,668 92 341 726 1,109 1,268 1,204 976 793 699 273 350 418 119 299

1992 8,798 89 330 714 1,090 1,289 1,228 1,041 830 706 271 344 427 126 312

1993 8,840 89 310 674 1,075 1,290 1,241 1,078 885 713 261 341 436 125 322

1994 8,839 89 309 638 1,053 1,269 1,268 1,127 890 723 263 333 423 122 331

1995 8,908 97 305 648 1,030 1,271 1,281 1,170 906 735 269 325 413 124 335

1996 9,074 94 306 658 1,021 1,281 1,322 1,200 954 754 276 328 415 119 346

1997 9,078 98 311 638 975 1,245 1,313 1,197 997 788 275 334 420 122 365

1998 9,109 98 314 641 947 1,217 1,326 1,188 1,033 819 275 338 415 130 368

1999 9,225 107 319 632 948 1,207 1,314 1,240 1,063 844 279 352 415 127 377

2000 9,277 106 328 604 913 1,193 1,310 1,268 1,128 856 294 348 415 130 383

2001 9,354 102 345 613 912 1,163 1,320 1,280 1,145 893 297 349 426 129 379

2002 9,778 109 395 636 955 1,147 1,333 1,331 1,187 983 338 380 445 124 415

2003 9,860 109 397 645 964 1,160 1,347 1,346 1,195 990 341 381 446 125 416

2004 a 10,118 113 410 683 952 1,166 1,342 1,377 1,237 1,050 339 420 474 128 426

2005 a 10,445 128 448 714 951 1,175 1,348 1,399 1,285 1,108 334 452 513 144 447

2006 a 10,437 126 454 732 905 1,141 1,278 1,384 1,297 1,140 361 464 537 157 460

(Continued)
4.B OASDI: Covered Workers

4.26 ♦ Annual Statistical Supplement, 2008

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Women

1951 570 1 10 27 44 65 73 86 73 69 25 36 33 8 20

1955 830 2 10 27 45 70 92 101 111 106 43 68 77 21 57

1960 880 3 14 21 45 65 91 117 125 137 56 66 67 18 55

1965 910 5 16 29 42 66 100 111 141 143 56 72 62 17 50

1970 900 5 23 42 54 59 87 109 125 144 59 65 68 17 43

1975 1,210 10 51 102 115 116 112 133 154 151 62 73 67 17 47

1980 1,793 18 75 185 259 231 197 171 170 184 63 80 86 20 54

1985 2,977 33 149 317 428 464 388 300 256 243 90 106 104 27 72

1990 3,975 49 183 377 551 613 588 463 350 287 111 132 142 34 94

1991 4,131 44 180 378 588 629 614 499 376 299 115 136 143 39 92

1992 4,302 48 179 380 588 662 636 548 413 312 110 140 148 39 98

1993 4,360 41 178 355 575 666 651 569 440 334 114 140 153 39 104

1994 4,460 51 164 352 572 667 677 599 468 346 112 148 157 42 105

1995 4,592 46 177 357 582 689 683 638 487 362 116 142 161 42 109

1996 4,826 54 183 377 594 733 713 673 517 390 128 147 160 45 112

1997 4,942 54 188 392 572 733 739 676 558 415 128 151 172 47 118

1998 5,121 65 196 404 577 746 767 697 583 445 140 155 175 48 124

1999 5,276 64 216 408 573 757 773 729 621 478 141 162 180 47 126

2000 5,398 68 226 412 582 754 783 747 657 489 148 173 176 50 132

2001 5,576 71 253 423 614 744 793 762 680 528 160 177 184 49 139

2002 6,080 66 305 475 671 751 858 827 724 595 199 205 206 48 148

2003 6,109 67 305 478 675 755 862 831 729 598 200 206 206 49 149

2004 a 6,439 78 338 514 695 788 898 859 762 643 196 233 222 55 158

2005 a 6,843 86 374 570 717 843 921 902 811 688 206 256 245 56 168

2006 a 7,087 94 404 604 715 879 914 927 835 711 224 269 269 62 179

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: Age refers to age attained during year.

a. Preliminary data.

Table 4.B8—Number of self-employed workers, by sex and age, selected years 1951–2006

(in thousands)—Continued

Year

Total,

all ages

Under

20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–61 62–64 65–69 70–71

72 or

older
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.27

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 4.B9—Number of self-employed workers, by sex and amount of taxable earnings, 1992–2006

(in thousands)

Year Total

Workers with earnings below taxable maximum (by dollar amount of earnings) Workers

with

maximum

earnings

1–

4,999

5,000–

9,999

10,000–

19,999

20,000–

29,999

30,000–

39,999

40,000–

49,999

50,000–

59,999

60,000–

69,999

70,000–

79,999

80,000–

89,999

90,000–

94,199

All self-employed workers

1992 13,098 3,520 2,519 2,755 1,576 971 612 308 . . . . . . . . . . . . 839

1993 13,202 3,453 2,562 2,776 1,570 990 633 388 . . . . . . . . . . . . 828

1994 13,297 3,376 2,510 2,832 1,586 1,019 645 426 92 . . . . . . . . . 814

1995 13,499 3,316 2,593 2,882 1,604 1,044 678 444 116 . . . . . . . . . 822

1996 13,900 3,312 2,667 2,964 1,650 1,092 713 471 176 . . . . . . . . . 854

1997 14,019 3,237 2,674 2,966 1,670 1,100 737 489 278 . . . . . . . . . 869

1998 14,237 3,160 2,675 3,010 1,717 1,157 777 505 387 . . . . . . . . . 848

1999 14,499 3,057 2,688 3,075 1,756 1,191 804 535 384 162 . . . . . . 848

2000 14,672 2,974 2,618 3,019 1,730 1,189 811 560 399 269 . . . . . . 1,104

2001 14,930 2,998 2,627 3,123 1,741 1,186 834 584 400 314 82 . . . 1,042

2002 15,249 3,100 2,710 3,305 1,777 1,202 850 601 426 305 197 . . . 776

2003 15,969 3,178 2,840 3,489 1,852 1,254 899 641 441 327 250 . . . 798

2004 a

a. Preliminary data.

16,556 3,221 2,873 3,645 1,923 1,282 953 674 476 351 301 . . . 857

2005 a 17,288 3,246 2,980 3,768 2,006 1,375 998 732 513 379 396 . . . 895

2006 a 17,525 3,296 2,988 3,865 1,984 1,353 1,007 736 541 400 307 203 844

Men

1992 8,795 1,891 1,606 1,936 1,145 746 485 252 . . . . . . . . . . . . 734

1993 8,841 1,850 1,632 1,927 1,141 760 500 316 . . . . . . . . . . . . 715

1994 8,839 1,779 1,552 1,958 1,153 772 503 340 77 . . . . . . . . . 705

1995 8,908 1,748 1,581 1,964 1,152 782 521 356 96 . . . . . . . . . 708

1996 9,075 1,715 1,598 1,997 1,176 807 545 367 141 . . . . . . . . . 729

1997 9,077 1,683 1,550 1,980 1,171 796 559 381 223 . . . . . . . . . 735

1998 9,116 1,632 1,518 1,955 1,189 831 584 389 309 . . . . . . . . . 710

1999 9,224 1,569 1,497 1,972 1,202 848 591 409 299 129 . . . . . . 709

2000 9,277 1,519 1,425 1,908 1,159 830 585 415 304 211 . . . . . . 920

2001 9,354 1,519 1,428 1,934 1,159 812 596 423 305 247 66 . . . 865

2002 9,442 1,590 1,458 2,024 1,175 823 594 439 310 231 155 . . . 643

2003 9,860 1,637 1,521 2,103 1,228 853 637 461 324 248 194 . . . 654

2004 a 10,117 1,643 1,521 2,146 1,253 871 664 482 348 261 231 . . . 697

2005 a 10,445 1,649 1,553 2,162 1,285 921 690 516 371 279 300 . . . 720

2006 a 10,438 1,661 1,531 2,148 1,257 884 688 508 390 296 228 159 689

Women

1992 4,303 1,628 913 819 431 225 127 55 . . . . . . . . . . . . 105

1993 4,361 1,604 930 849 429 230 133 73 . . . . . . . . . . . . 113

1994 4,458 1,596 957 873 435 246 142 85 15 . . . . . . . . . 109

1995 4,591 1,569 1,012 918 452 261 157 88 20 . . . . . . . . . 114

1996 4,825 1,597 1,069 967 475 285 168 104 35 . . . . . . . . . 125

1997 4,942 1,554 1,125 986 499 303 178 108 55 . . . . . . . . . 134

1998 5,121 1,529 1,157 1,056 528 327 193 116 78 . . . . . . . . . 138

1999 5,276 1,488 1,191 1,103 554 343 212 126 85 33 . . . . . . 139

2000 5,395 1,454 1,192 1,111 570 359 226 145 95 58 . . . . . . 184

2001 5,576 1,479 1,198 1,189 581 374 238 161 95 67 17 . . . 177

2002 5,807 1,510 1,252 1,281 602 379 256 162 116 74 42 . . . 133

2003 6,109 1,541 1,320 1,385 625 401 262 180 117 79 55 . . . 145

2004 a 6,439 1,579 1,352 1,499 669 410 289 192 127 91 70 . . . 160

2005 a 6,843 1,597 1,426 1,606 722 455 308 216 142 100 96 . . . 175

2006 a 7,087 1,636 1,457 1,717 727 469 319 228 151 104 80 44 155

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTES: Taxable earnings consist of self-employment income and taxable wages.

. . . = not applicable.
4.B OASDI: Covered Workers

4.28 ♦ Annual Statistical Supplement, 2008

Table 4.B10—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and

contributions, by state or other area and type of earnings, 2006

State or area a

Number b

(thousands)

Taxable earnings c

(millions of dollars)

OASDI contributions d

(millions of dollars)

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

All areas 161,205 151,200 17,525 5,047,755 4,761,800 285,955 625,922 590,463 35,458

Alabama 2,395 2,253 252 66,429 62,869 3,560 8,237 7,796 441

Alaska 386 361 46 12,088 11,269 818 1,499 1,397 101

Arizona 3,058 2,896 285 96,006 91,289 4,717 11,905 11,320 585

Arkansas 1,481 1,384 164 37,497 35,371 2,127 4,650 4,386 264

California 17,213 15,713 2,357 591,822 545,922 45,900 73,386 67,694 5,692

Colorado 2,504 2,325 316 80,561 75,348 5,213 9,990 9,343 646

Connecticut 2,009 1,869 237 74,982 69,544 5,438 9,298 8,623 674

Delaware 520 499 40 17,227 16,636 591 2,136 2,063 73

District of Columbia 373 356 31 14,230 13,395 835 1,765 1,661 104

Florida 9,523 8,919 1,087 276,380 262,145 14,234 34,271 32,506 1,765

Georgia 4,774 4,487 521 144,882 137,531 7,351 17,965 17,054 911

Hawaii 737 693 75 23,531 22,312 1,218 2,918 2,767 151

Idaho 805 760 89 21,743 20,457 1,286 2,696 2,537 159

Illinois 6,671 6,267 727 217,838 206,589 11,248 27,012 25,617 1,395

Indiana 3,672 3,509 321 106,761 101,903 4,858 13,238 12,636 602

Iowa 1,743 1,633 201 49,132 46,234 2,898 6,092 5,733 359

Kansas 1,579 1,492 172 46,782 44,221 2,561 5,801 5,483 318

Kentucky 2,192 2,066 230 59,481 56,494 2,987 7,376 7,005 370

Louisiana 2,116 1,972 244 57,564 53,830 3,734 7,138 6,675 463

Maine 781 717 105 20,611 19,086 1,526 2,556 2,367 189

Maryland 3,225 3,059 310 120,903 115,524 5,378 14,992 14,325 667

Massachusetts 3,498 3,245 413 125,891 117,796 8,095 15,610 14,607 1,004

Michigan 5,363 5,097 512 166,520 159,502 7,018 20,649 19,778 870

Minnesota 3,155 2,983 332 103,858 98,742 5,116 12,878 12,244 634

Mississippi 1,416 1,329 158 36,227 33,960 2,267 4,492 4,211 281

Missouri 3,171 2,986 328 88,909 84,169 4,740 11,025 10,437 588

Montana 559 515 74 13,870 12,761 1,109 1,720 1,582 138

Nebraska 1,056 999 112 29,658 28,081 1,577 3,678 3,482 196

Nevada 1,304 1,243 110 39,056 37,135 1,921 4,843 4,605 238

New Hampshire 832 775 92 28,045 26,310 1,735 3,478 3,262 215

New Jersey 4,824 4,554 474 189,893 179,900 9,993 23,547 22,308 1,239

New Mexico 967 915 97 26,658 25,221 1,437 3,306 3,127 178

New York 10,174 9,483 1,192 355,530 335,928 19,602 44,086 41,655 2,431

North Carolina 4,765 4,486 505 140,870 133,096 7,774 17,468 16,504 964

North Dakota 395 370 49 10,522 9,792 729 1,305 1,214 90

Ohio 5,955 5,606 593 170,747 162,281 8,466 21,173 20,123 1,050

Oklahoma 1,906 1,786 216 50,905 48,003 2,902 6,312 5,952 360

Oregon 1,979 1,850 217 59,835 56,077 3,759 7,420 6,953 466

Pennsylvania 6,863 6,511 629 219,122 208,093 11,029 27,171 25,803 1,368

Rhode Island 637 602 67 20,761 19,705 1,056 2,574 2,443 131

South Carolina 2,289 2,171 214 63,804 60,744 3,060 7,912 7,532 379

South Dakota 493 461 65 12,278 11,399 879 1,522 1,413 109

Tennessee 3,268 3,040 398 92,731 85,710 7,021 11,499 10,628 871

Texas 11,280 10,469 1,434 344,870 322,501 22,369 42,764 39,990 2,774

Utah 1,333 1,278 120 37,482 35,882 1,600 4,648 4,449 198

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.29

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Vermont 432 406 50 12,024 11,214 810 1,491 1,391 100

Virginia 4,378 4,154 419 152,837 145,700 7,137 18,952 18,067 885

Washington 3,456 3,265 333 119,371 113,041 6,330 14,802 14,017 785

West Virginia 896 851 79 24,068 22,908 1,159 2,984 2,841 144

Wisconsin 3,249 3,093 292 100,227 95,893 4,334 12,428 11,891 537

Wyoming 338 319 37 9,944 9,398 547 1,233 1,165 68

Outlying area

Puerto Rico 1,219 1,137 94 23,435 21,704 1,732 2,906 2,691 215

Other and unknown e 1,998 1,992 9 41,357 41,184 172 5,128 5,107 21

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTE: Data are based on preliminary estimates.

a. State designation based primarily on employee end-of-year residence, obtained from employer wage reports filed electronically. State designation based on location 

of employer for reports filed via paper.

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and 

state totals and subtotals are unduplicated counts of workers in each type of employment.

c. Annual maximum taxable earnings for Social Security (OASDI) from a single employer or from self-employment were $94,200 in 2006.

d. For 2006 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.

e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and U.S. Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons 

employed on U.S. oceanborne vessels; and workers with unknown residence.

Table 4.B10—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and

contributions, by state or other area and type of earnings, 2006—Continued

State or area a

Number b

(thousands)

Taxable earnings c

(millions of dollars)

OASDI contributions d

(millions of dollars)

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed
4.B OASDI: Covered Workers

4.30 ♦ Annual Statistical Supplement, 2008

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

contributions, by type of earnings, selected years 1937–2007

Year

Number a

(thousands)

Taxable earnings b

(millions of dollars)

OASDI contributions c,d

(millions of dollars)

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

1937 32,900 32,900 . . . 29,620 29,620 . . . 592 592 . . .

1940 35,390 35,390 . . . 32,970 32,970 . . . 659 659 . . .

1945 46,390 46,390 . . . 62,950 62,950 . . . 1,259 1,259 . . .

1950 48,280 48,280 . . . 87,500 87,500 . . . 2,625 2,625 . . .

1951 58,120 54,630 4,190 120,770 111,250 9,520 3,552 3,338 214

1952 59,580 56,060 4,240 128,640 118,880 9,760 3,786 3,566 220

1953 60,840 57,220 4,340 135,870 125,840 10,030 4,001 3,775 226

1954 59,610 55,940 4,350 133,520 123,410 10,110 5,240 4,936 303

1955 65,200 59,560 6,810 157,540 141,810 15,730 6,144 5,672 472

1956 67,610 61,560 7,390 170,720 153,010 17,710 6,652 6,120 531

1957 70,590 64,730 7,150 181,380 163,990 17,390 7,966 7,380 587

1958 69,770 64,040 7,130 180,720 163,140 17,580 7,935 7,341 593

1959 71,700 66,000 7,060 202,310 183,620 18,690 9,882 9,181 701

1960 72,530 66,980 6,870 207,000 188,580 18,420 12,144 11,315 829

1961 72,820 67,360 6,790 209,640 190,850 18,790 12,297 11,451 846

1962 74,280 68,890 6,720 219,050 200,130 18,920 13,397 12,508 889

1963 75,540 70,310 6,590 225,550 206,840 18,710 16,006 14,996 1,010

1964 77,430 72,230 6,480 236,390 217,430 18,960 16,788 15,764 1,024

1965 80,680 75,430 6,550 250,730 230,830 19,900 17,810 16,735 1,075

1966 84,600 79,460 6,630 312,540 287,860 24,680 23,597 22,165 1,431

1967 87,040 82,020 6,470 329,960 305,670 24,290 25,275 23,842 1,433

1968 89,380 84,470 6,570 375,800 348,500 27,300 28,069 26,486 1,583

1969 92,060 87,200 6,350 402,510 375,010 27,500 33,233 31,501 1,733

1970 93,090 88,180 6,270 415,580 388,680 26,900 34,344 32,649 1,695

1971 93,340 88,460 6,290 426,950 399,550 27,400 38,649 36,759 1,891

1972 96,240 91,220 6,600 484,150 452,050 32,100 43,804 41,589 2,215

1973 99,830 94,610 7,100 561,850 523,450 38,400 53,463 50,775 2,688

1974 101,330 96,190 7,040 636,800 594,400 42,400 61,814 58,846 2,968

1975 100,200 94,900 7,000 664,700 621,100 43,600 64,541 61,489 3,052

1976 102,600 97,230 7,400 737,700 689,200 48,500 71,626 68,231 3,395

1977 105,800 100,450 7,480 816,600 763,600 53,000 79,306 75,596 3,710

1978 110,600 104,810 8,040 915,600 856,100 59,500 90,691 86,466 4,225

1979 112,700 106,900 8,200 1,067,000 997,500 69,500 106,246 101,346 4,900

1980 113,000 107,200 8,200 1,180,700 1,109,000 71,700 117,729 112,674 5,055

1981 113,000 107,300 8,250 1,294,100 1,220,000 74,100 136,468 130,540 5,928

1982 111,800 105,800 8,550 1,365,300 1,290,000 75,300 145,382 139,320 6,062

1983 112,100 105,900 9,200 1,454,100 1,369,000 85,100 154,703 147,852 6,851

1984 116,300 109,900 9,900 1,608,800 1,515,000 93,800 183,403 172,710 10,693

1985 119,800 113,400 10,600 1,722,600 1,621,000 101,600 196,376 184,794 11,582

1986 122,900 115,900 11,200 1,844,400 1,730,800 113,600 210,262 197,311 12,950

1987 125,600 118,200 12,000 1,960,000 1,835,100 124,900 223,440 209,201 14,239

1988 129,600 122,100 12,400 2,088,400 1,952,000 136,400 253,114 236,582 16,532

1989 131,700 123,900 12,900 2,239,500 2,096,000 143,500 271,427 254,035 17,392

1990 133,600 126,100 12,500 2,358,000 2,222,000 136,000 292,392 275,528 16,864

1991 133,000 125,200 12,800 2,422,500 2,283,000 139,500 300,390 283,092 17,298

1992 134,000 126,000 13,100 2,532,900 2,386,000 146,900 314,080 295,864 18,216

1993 136,100 128,100 13,200 2,636,100 2,483,400 152,700 326,876 307,942 18,935

1994 138,200 130,100 13,300 2,785,200 2,624,500 160,700 345,365 325,438 19,927

(Continued)
4.B OASDI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.31

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

1995 141,000 132,800 13,500 2,919,100 2,754,300 164,800 361,968 341,533 20,435

1996 143,400 135,100 13,900 3,073,500 2,901,700 171,800 381,114 359,811 21,303

1997 146,145 137,765 14,020 3,285,000 3,104,300 180,700 407,340 384,933 22,407

1998 148,786 140,386 14,230 3,524,900 3,333,700 191,200 437,088 413,379 23,709

1999 151,333 142,703 14,500 3,749,600 3,547,300 202,300 464,950 439,865 25,085

2000 154,732 146,097 14,675 4,008,500 3,798,400 210,100 497,054 471,002 26,052

2001 155,416 146,596 14,930 4,167,900 3,950,100 217,800 516,820 489,812 27,007

2002 154,893 145,793 15,249 4,250,100 4,021,800 228,300 527,012 498,703 28,309

2003 154,576 145,101 15,969 4,355,000 4,114,000 241,000 540,020 510,136 29,884

2004 e 156,250 146,552 16,556 4,553,400 4,294,800 258,600 564,622 532,555 32,066

2005 e 158,913 149,025 17,288 4,765,900 4,491,700 274,200 590,972 556,971 34,001

2006 f 161,205 151,200 17,525 5,047,755 4,761,800 285,955 625,922 590,463 35,458

2007 g 162,454 152,616 17,418 5,279,995 4,981,239 298,756 654,719 617,674 37,046

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Economic Analysis; Bureau of Labor Statistics.

NOTE: . . . = not applicable.

a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total.

b. See Table 2.A3 for annual maximum taxable earnings.

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.

e. Preliminary data.

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.

g. Preliminary estimates based on data from Bureau of Labor Statistics and Bureau of Economic Analysis.

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

contributions, by type of earnings, selected years 1937–2007—Continued

Year

Number a

(thousands)

Taxable earnings b

(millions of dollars)

OASDI contributions c,d

(millions of dollars)

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed
4.B HI: Covered Workers

4.32 ♦ Annual Statistical Supplement, 2008

Table 4.B12—Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and 

contributions, by state or other area and type of earnings, 2006

State or area a

Number b

(thousands)

Taxable earnings c

(millions of dollars)

HI contributions d

(millions of dollars)

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed

All areas 165,091 155,238 18,412 6,265,819 5,809,800 456,019 181,709 168,484 13,225

Alabama 2,409 2,266 261 74,670 69,573 5,096 2,165 2,018 148

Alaska 412 389 47 15,045 13,910 1,136 436 403 33

Arizona 3,070 2,909 300 111,921 104,213 7,708 3,246 3,022 224

Arkansas 1,488 1,391 169 41,843 39,067 2,776 1,213 1,133 81

California 18,127 16,665 2,476 812,263 738,706 73,557 23,556 21,422 2,133

Colorado 2,681 2,514 335 107,389 99,555 7,834 3,114 2,887 227

Connecticut 2,054 1,917 254 113,340 100,989 12,351 3,287 2,929 358

Delaware 522 501 42 19,709 18,728 981 572 543 28

District of Columbia 381 365 33 19,373 17,193 2,180 562 499 63

Florida 9,592 8,988 1,138 330,407 309,121 21,286 9,582 8,965 617

Georgia 4,879 4,596 548 175,625 164,106 11,519 5,093 4,759 334

Hawaii 756 714 78 26,852 25,072 1,780 779 727 52

Idaho 808 762 92 24,015 22,430 1,585 696 650 46

Illinois 6,934 6,545 767 283,970 265,065 18,905 8,235 7,687 548

Indiana 3,689 3,525 335 118,964 112,386 6,578 3,450 3,259 191

Iowa 1,750 1,639 208 54,215 50,787 3,428 1,572 1,473 99

Kansas 1,587 1,500 180 53,277 49,941 3,337 1,545 1,448 97

Kentucky 2,246 2,123 240 67,548 63,325 4,224 1,959 1,836 122

Louisiana 2,282 2,147 254 73,360 67,867 5,493 2,127 1,968 159

Maine 812 750 108 24,330 22,570 1,760 706 655 51

Maryland 3,293 3,127 334 149,721 140,146 9,575 4,342 4,064 278

Massachusetts 3,734 3,498 442 173,355 159,610 13,746 5,027 4,629 399

Michigan 5,387 5,120 539 189,192 178,817 10,375 5,487 5,186 301

Minnesota 3,169 2,997 351 120,120 113,235 6,885 3,483 3,284 200

Mississippi 1,424 1,336 162 39,815 36,540 3,275 1,155 1,060 95

Missouri 3,244 3,062 341 107,165 100,099 7,065 3,108 2,903 205

Montana 562 518 76 15,393 13,904 1,488 446 403 43

Nebraska 1,061 1,004 118 33,470 31,350 2,120 971 909 61

Nevada 1,383 1,325 115 50,193 46,194 3,998 1,456 1,340 116

New Hampshire 845 787 97 33,481 31,248 2,233 971 906 65

New Jersey 4,853 4,581 516 250,201 231,330 18,872 7,256 6,709 547

New Mexico 977 925 101 29,588 27,423 2,166 858 795 63

New York 10,200 9,504 1,261 482,532 439,112 43,420 13,993 12,734 1,259

North Carolina 4,780 4,499 528 161,738 150,141 11,597 4,690 4,354 336

North Dakota 397 372 50 11,566 10,710 855 335 311 25

Ohio 6,443 6,125 621 220,208 208,653 11,555 6,386 6,051 335

Oklahoma 1,922 1,801 223 56,964 53,377 3,587 1,652 1,548 104

Oregon 1,988 1,858 225 67,330 62,284 5,045 1,953 1,806 146

Pennsylvania 6,903 6,550 668 258,504 242,187 16,316 7,497 7,023 473

Rhode Island 647 612 72 24,640 23,276 1,364 715 675 40

South Carolina 2,294 2,175 223 72,349 68,175 4,173 2,098 1,977 121

South Dakota 496 463 67 13,637 12,479 1,158 395 362 34

Tennessee 3,286 3,057 414 110,617 98,573 12,044 3,208 2,859 349

Texas 11,867 11,082 1,494 439,694 405,843 33,851 12,751 11,769 982

Utah 1,343 1,287 126 42,963 40,012 2,951 1,246 1,160 86

(Continued)
4.B HI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.33

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Vermont 433 406 52 13,602 12,571 1,031 394 365 30

Virginia 4,426 4,202 446 184,896 172,868 12,029 5,362 5,013 349

Washington 3,483 3,292 352 140,045 130,849 9,196 4,061 3,795 267

West Virginia 902 857 83 26,427 24,778 1,649 766 719 48

Wisconsin 3,260 3,103 307 113,823 108,200 5,623 3,301 3,138 163

Wyoming 340 321 38 11,177 10,216 960 324 296 28

Outlying area

Puerto Rico 1,257 1,175 95 26,008 23,926 2,082 754 694 60

Other and unknown e 2,015 2,009 9 47,287 47,068 219 1,371 1,365 6

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTE: Data are based on preliminary estimates.

a. State designation based primarily on employee end-of-year residence, obtained from employer wage reports filed electronically. State designation based on location 

of employer for reports filed via paper.

b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and 

state totals and subtotals are unduplicated counts of workers in each type of employment.

c. No annual maximum taxable earnings amount for Medicare.

d. For 2006 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.

e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and U.S. Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons 

employed on U.S. oceanborne vessels; and workers with unknown residence.

Table 4.B12—Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and 

contributions, by state or other area and type of earnings, 2006

State or area a

Number b

(thousands)

Taxable earnings c

(millions of dollars)

HI contributions d

(millions of dollars)

Total

Wage and

salary

Selfemployed TotalWage and

salary

Selfemployed TotalWage and

salary

Selfemployed
4.B OASDI: Covered Workers

4.34 ♦ Annual Statistical Supplement, 2008

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 4.B13—Social Security (OASDI) taxable earnings, by sex and age, 2006

Sex

Total,

all ages a

a. Includes workers of unknown age.

Under 20 20–29 30–39 40–49 50–59 60–61 62–64 65–69 70 or older

Social Security (OASDI) taxable earnings (in millions of dollars)

All workers 5,047,755 48,855 702,201 1,199,750 1,470,803 1,193,363 138,692 141,704 97,502 54,843

Men 3,051,572 26,063 396,035 732,805 899,133 719,077 86,033 90,674 64,205 37,522

Women 1,996,183 22,792 306,166 466,945 571,670 474,286 52,660 51,030 33,297 17,321

Percentage distribution, by age

All workers 100 114 24 29 243321

Men 100 113 24 29 243321

Women 100 115 23 29 243321

Percentage distribution, by sex

All workers 100 100 100 100 100 100 100 100 100 100

Men 60 53 56 61 61 60 62 64 66 68

Women 40 47 44 39 39 40 38 36 34 32

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: Totals do not necessarily equal the sum of rounded components.
4.B HI: Covered Workers

Annual Statistical Supplement, 2008 ♦ 4.35

CONTACT: Greg Diez (410) 965-0153, Fred Galeas (410) 965-5507, or supplement@ssa.gov.

Table 4.B14—Medicare Part A (HI) taxable earnings, by sex and age, 2006

Sex

Total,

all ages a

a. Includes workers of unknown age.

Under 20 20–29 30–39 40–49 50–59 60–61 62–64 65–69 70 or older

Medicare Part A (HI) taxable earnings (in millions of dollars)

All workers 6,265,819 49,383 735,843 1,394,762 1,876,516 1,612,944 188,656 197,452 135,302 74,887

Men 4,017,802 26,411 416,688 877,256 1,218,222 1,056,683 128,907 140,518 97,975 55,110

Women 2,248,017 22,972 319,155 517,505 658,295 556,262 59,748 56,934 37,327 19,776

Percentage distribution, by age

All workers 100 112 22 30 263321

Men 100 110 22 30 263321

Women 100 114 23 29 253321

Percentage distribution, by sex

All workers 100 100 100 100 100 100 100 100 100 100

Men 64 53 57 63 65 66 68 71 72 74

Women 36 47 43 37 35 34 32 29 28 26

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample.

NOTE: Totals do not necessarily equal the sum of rounded components.
4.C OASDI: Insured Workers

4.36 ♦ Annual Statistical Supplement, 2008

Table 4.C1—Estimated number, by insured status, December 31, 1940–2008 (in millions)

Year

Workers fully insured for retirement benefits, survivor benefits, or both Workers

insured for

Total disability benefits

Permanently

insured

Not permanently

insured

1940 24.2 1.1 23.1 . . .

1941 25.8 1.4 24.4 . . .

1942 28.1 1.8 26.3 . . .

1943 29.9 2.3 27.6 . . .

1944 31.9 2.8 29.1 . . .

1945 33.4 3.4 30.0 . . .

1946 35.4 8.6 26.8 . . .

1947 37.3 11.6 25.7 . . .

1948 38.9 13.2 25.7 . . .

1949 40.1 14.9 25.2 . . .

1950 59.8 21.0 38.8 . . .

1951 62.8 22.9 39.9 . . .

1952 68.2 25.6 42.7 . . .

1953 71.0 27.7 43.4 . . .

1954 70.2 29.9 40.4 31.9

1955 70.5 32.5 38.0 35.4

1956 74.0 36.1 38.0 37.2

1957 76.1 38.3 37.9 38.4

1958 76.5 40.3 36.2 43.4

1959 76.7 42.2 34.6 46.4

1960 84.4 47.6 36.8 48.5

1961 88.5 53.3 35.3 50.5

1962 89.8 54.9 34.8 51.5

1963 91.3 56.6 34.7 52.3

1964 92.8 58.3 34.5 53.3

1965 94.8 60.2 34.6 55.0

1966 97.2 61.9 35.3 55.7

1967 99.9 63.3 36.6 56.9

1968 102.6 64.5 38.1 70.1

1969 106.1 66.6 39.5 72.4

1970 108.8 67.8 41.0 74.5

1971 111.3 68.9 42.4 76.1

1972 113.9 70.3 43.7 77.8

1973 117.1 71.6 45.5 80.4

1974 120.6 73.2 47.5 83.3

1975 124.1 75.3 48.8 85.3

1976 127.0 77.1 49.9 87.0

1977 130.1 79.2 50.9 89.3

1978 134.3 81.4 52.9 93.7

1979 138.3 83.9 54.4 98.0

1980 141.3 86.2 55.1 100.3

1981 143.7 88.8 54.9 102.6

1982 145.6 91.6 54.0 104.5

1983 147.2 94.7 52.5 105.4

1984 149.0 97.6 51.5 107.1

1985 151.6 100.7 50.9 109.6

1986 154.1 104.1 50.0 111.6

1987 156.4 108.0 48.4 113.5

1988 159.0 111.3 47.8 115.7

1989 162.2 114.3 47.9 118.1

1990 164.5 116.8 47.7 120.1

1991 166.4 119.1 47.3 121.5

1992 168.0 121.5 46.5 122.9

1993 169.6 123.9 45.6 124.4

1994 171.3 126.2 45.0 126.2

(Continued)
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2008 ♦ 4.37

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

1995 173.6 128.7 44.9 128.2

1996 175.7 131.2 44.5 130.3

1997 178.0 133.9 44.1 132.4

1998 180.5 136.4 44.0 134.6

1999 183.3 139.0 44.3 137.1

2000 185.7 140.9 44.9 139.5

2001 188.1 142.9 45.2 141.7

2002 190.3 144.9 45.3 143.5

2003 192.0 147.0 45.0 144.9

2004 193.7 149.0 44.8 146.2

2005 195.8 151.1 44.7 147.7

2006 198.4 153.3 45.1 150.1

2007 200.9 155.4 45.6 152.3

2008 203.4 157.4 46.0 154.5

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTES: Figures are subject to revision.

Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

Table 4.C1—Estimated number, by insured status, December 31, 1940–2008 (in millions)—Continued

Year

Workers fully insured for retirement benefits, survivor benefits, or both Workers

insured for

Total disability benefits

Permanently

insured

Not permanently

insured
4.C OASDI: Insured Workers

4.38 ♦ Annual Statistical Supplement, 2008

Table 4.C2—Estimated number, insured status, sex, and age, December 31, 1970–2008, selected years

(in thousands)

Year

Total,

all ages Under 20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74

75 or

older

Fully insured for retirement benefits, survivor benefits, or both

Total

1970 108,849 4,097 14,817 12,797 10,196 9,252 9,715 10,072 9,280 8,045 6,788 5,292 3,798 4,703

1975 124,143 5,286 16,916 16,906 12,805 10,201 9,269 9,663 9,786 8,786 7,596 6,310 4,577 6,042

1980 141,255 6,505 19,163 19,266 17,073 12,893 10,306 9,247 9,492 9,375 8,316 7,033 5,341 7,244

1985 151,556 4,245 17,758 20,785 19,309 17,041 12,898 10,297 9,111 9,130 8,854 7,489 6,005 8,635

1990 164,474 4,761 16,473 20,503 21,124 19,339 17,092 12,848 10,162 8,862 8,693 8,099 6,452 10,067

1991 166,394 4,288 16,457 19,989 21,363 19,847 17,631 13,619 10,557 8,938 8,643 8,063 6,645 10,354

1992 168,026 3,929 16,119 19,430 21,403 20,365 17,844 14,569 11,116 9,098 8,645 8,090 6,776 10,641

1993 169,559 3,715 15,692 18,917 21,426 20,708 18,337 15,266 11,747 9,332 8,551 8,080 6,869 10,918

1994 171,251 3,728 15,243 18,583 21,258 21,039 18,838 16,094 12,257 9,619 8,433 7,994 7,024 11,141

1995 173,567 3,959 14,903 18,545 20,897 21,305 19,359 16,996 12,673 9,881 8,566 7,977 7,057 11,449

1996 175,686 4,204 14,630 18,560 20,397 21,481 19,862 17,521 13,438 10,277 8,563 7,940 7,032 11,780

1997 178,001 4,355 14,695 18,442 19,873 21,563 20,366 17,751 14,372 10,825 8,800 7,856 7,059 12,044

1998 180,451 4,618 14,991 18,190 19,418 21,639 20,726 18,221 15,067 11,446 8,965 7,793 7,064 12,313

1999 183,272 4,835 15,414 17,847 19,164 21,531 21,086 18,731 15,869 11,945 9,416 7,856 7,004 12,575

2000 185,748 4,902 15,916 17,431 19,187 21,220 21,399 19,261 16,755 12,362 9,591 7,910 7,014 12,802

2001 188,126 4,810 16,357 17,164 19,241 20,771 21,616 19,794 17,272 13,095 9,981 8,016 6,996 13,015

2002 190,277 4,423 16,630 17,275 19,206 20,326 21,829 20,338 17,463 13,970 10,450 8,167 6,970 13,232

2003 192,040 3,984 16,635 17,498 18,929 19,869 21,887 20,742 17,934 14,648 11,069 8,466 6,929 13,452

2004 193,731 3,692 16,543 17,839 18,546 19,591 21,775 21,104 18,461 15,418 11,453 8,686 6,990 13,634

2005 195,845 3,574 16,458 18,270 18,102 19,570 21,443 21,425 19,023 16,264 11,896 8,943 7,049 13,829

2006 198,386 3,704 16,375 18,752 17,831 19,661 21,006 21,678 19,578 16,780 12,595 9,264 7,135 14,027

2007 200,928 3,893 16,247 19,164 17,863 19,589 20,533 21,827 20,102 17,051 13,397 9,727 7,296 14,240

2008 203,440 4,120 16,191 19,436 18,114 19,346 20,110 21,920 20,523 17,523 14,085 10,250 7,548 14,277

Male

1970 63,261 2,697 8,476 7,161 5,886 5,453 5,703 5,801 5,375 4,787 3,976 3,030 2,172 2,742

1975 69,526 3,199 9,369 9,127 7,198 5,881 5,392 5,585 5,582 5,031 4,307 3,418 2,414 3,024

1980 76,874 3,667 10,229 10,203 9,231 7,182 5,831 5,278 5,403 5,298 4,623 3,756 2,752 3,420

1985 80,977 2,291 9,420 10,885 10,248 9,204 7,102 5,738 5,126 5,136 4,881 3,963 3,066 3,919

1990 86,697 2,542 8,668 10,750 11,073 10,203 9,117 6,971 5,592 4,931 4,778 4,291 3,296 4,486

1991 87,500 2,280 8,626 10,490 11,201 10,451 9,344 7,352 5,774 4,964 4,739 4,271 3,407 4,603

1992 88,202 2,058 8,458 10,189 11,224 10,714 9,411 7,816 6,053 5,036 4,746 4,289 3,482 4,726

1993 88,805 1,941 8,207 9,902 11,243 10,878 9,640 8,138 6,363 5,145 4,681 4,285 3,538 4,846

1994 89,543 1,947 7,960 9,709 11,154 11,036 9,886 8,534 6,607 5,272 4,628 4,247 3,617 4,947

1995 90,519 2,064 7,729 9,662 10,963 11,157 10,140 8,970 6,801 5,382 4,677 4,247 3,633 5,095

1996 91,425 2,164 7,570 9,641 10,693 11,235 10,393 9,201 7,182 5,567 4,668 4,231 3,623 5,258

1997 92,458 2,242 7,574 9,543 10,398 11,267 10,643 9,283 7,643 5,843 4,781 4,205 3,646 5,391

1998 93,506 2,374 7,694 9,389 10,131 11,300 10,816 9,501 7,966 6,145 4,856 4,165 3,650 5,518

1999 94,740 2,490 7,870 9,181 9,972 11,239 10,988 9,746 8,345 6,388 5,064 4,186 3,629 5,644

2000 95,969 2,520 8,152 8,960 10,022 11,084 11,139 10,006 8,775 6,586 5,123 4,196 3,646 5,760

2001 97,000 2,463 8,377 8,796 10,016 10,851 11,237 10,271 9,000 6,944 5,303 4,233 3,638 5,871

2002 97,954 2,252 8,515 8,844 9,962 10,608 11,332 10,541 9,063 7,370 5,551 4,305 3,622 5,990

2003 98,663 2,021 8,492 8,942 9,796 10,366 11,356 10,742 9,282 7,682 5,840 4,439 3,596 6,109

2004 99,380 1,851 8,454 9,104 9,574 10,217 11,294 10,922 9,540 8,044 6,012 4,533 3,621 6,213

2005 100,313 1,779 8,410 9,314 9,311 10,192 11,134 11,076 9,816 8,450 6,213 4,650 3,641 6,327

2006 101,466 1,841 8,349 9,566 9,151 10,209 10,911 11,191 10,093 8,681 6,548 4,807 3,689 6,431

2007 102,624 1,951 8,262 9,779 9,154 10,137 10,659 11,253 10,353 8,783 6,949 5,033 3,767 6,544

2008 103,751 2,064 8,216 9,917 9,264 9,987 10,428 11,289 10,554 9,000 7,277 5,283 3,889 6,583

Female

1970 45,589 1,399 6,340 5,636 4,310 3,799 4,012 4,270 3,905 3,257 2,812 2,262 1,626 1,961

1975 54,617 2,087 7,547 7,779 5,607 4,320 3,877 4,078 4,204 3,755 3,289 2,893 2,163 3,018

1980 64,381 2,838 8,934 9,063 7,843 5,712 4,475 3,968 4,089 4,077 3,693 3,277 2,589 3,825

1985 70,580 1,954 8,338 9,900 9,061 7,837 5,796 4,560 3,986 3,993 3,974 3,527 2,939 4,717

1990 77,777 2,219 7,805 9,753 10,051 9,136 7,975 5,877 4,570 3,931 3,915 3,808 3,156 5,581

1991 78,893 2,008 7,831 9,500 10,162 9,396 8,287 6,268 4,783 3,974 3,904 3,792 3,238 5,751

1992 79,824 1,870 7,662 9,241 10,179 9,651 8,433 6,754 5,063 4,063 3,899 3,802 3,294 5,915

1993 80,754 1,775 7,486 9,015 10,183 9,831 8,698 7,128 5,384 4,187 3,871 3,795 3,332 6,071

1994 81,708 1,781 7,283 8,874 10,105 10,003 8,952 7,560 5,650 4,347 3,805 3,747 3,407 6,195

(Continued)
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2008 ♦ 4.39

Fully insured for retirement benefits, survivor benefits, or both (cont.)

Female (cont.)

1995 83,049 1,896 7,174 8,884 9,934 10,148 9,219 8,026 5,872 4,499 3,889 3,730 3,425 6,354

1996 84,261 2,041 7,061 8,920 9,704 10,246 9,469 8,320 6,257 4,710 3,895 3,709 3,409 6,522

1997 85,543 2,114 7,120 8,899 9,476 10,297 9,722 8,468 6,729 4,982 4,019 3,650 3,413 6,653

1998 86,946 2,244 7,297 8,801 9,287 10,339 9,909 8,720 7,100 5,301 4,109 3,629 3,413 6,795

1999 88,532 2,345 7,544 8,666 9,193 10,293 10,098 8,985 7,525 5,557 4,352 3,670 3,375 6,930

2000 89,779 2,382 7,764 8,470 9,165 10,135 10,259 9,255 7,981 5,776 4,468 3,714 3,368 7,042

2001 91,127 2,346 7,980 8,369 9,224 9,921 10,379 9,523 8,272 6,150 4,678 3,783 3,358 7,144

2002 92,323 2,171 8,115 8,431 9,244 9,717 10,497 9,797 8,400 6,600 4,899 3,862 3,348 7,242

2003 93,377 1,963 8,143 8,556 9,133 9,503 10,531 9,999 8,652 6,966 5,229 4,027 3,333 7,343

2004 94,351 1,841 8,088 8,735 8,971 9,374 10,482 10,182 8,922 7,374 5,441 4,153 3,369 7,421

2005 95,532 1,795 8,047 8,956 8,791 9,378 10,309 10,349 9,208 7,814 5,683 4,293 3,408 7,501

2006 96,920 1,863 8,026 9,186 8,680 9,453 10,095 10,487 9,485 8,100 6,047 4,458 3,446 7,596

2007 98,304 1,941 7,985 9,385 8,709 9,452 9,874 10,574 9,749 8,268 6,448 4,694 3,529 7,696

2008 99,690 2,056 7,975 9,518 8,850 9,358 9,681 10,631 9,968 8,523 6,808 4,967 3,659 7,694

Insured for disability benefits a

Total

1970 74,504 3,860 12,432 9,858 7,257 6,743 7,399 7,817 7,250 6,486 5,401 . . . . . . . . .

1975 85,305 4,948 14,144 13,289 9,313 7,610 7,271 7,762 7,892 7,035 6,041 . . . . . . . . .

1980 100,329 6,341 17,410 16,104 12,997 9,788 8,267 7,628 7,888 7,669 6,238 . . . . . . . . .

1985 109,572 4,105 15,868 17,976 15,851 13,683 10,661 8,747 7,780 7,763 7,138 . . . . . . . . .

1990 120,081 4,541 15,023 17,954 17,691 16,099 14,339 10,991 8,759 7,569 7,116 . . . . . . . . .

1991 121,530 4,047 14,788 17,620 17,946 16,653 14,890 11,743 9,075 7,700 7,070 . . . . . . . . .

1992 122,883 3,655 14,295 17,188 18,204 17,178 15,203 12,610 9,683 7,823 7,045 . . . . . . . . .

1993 124,430 3,461 13,945 16,758 18,341 17,646 15,672 13,262 10,261 8,093 6,991 . . . . . . . . .

1994 126,205 3,514 13,639 16,433 18,358 17,957 16,234 14,029 10,724 8,310 7,009 . . . . . . . . .

1995 128,233 3,763 13,374 16,409 18,068 18,291 16,787 14,823 11,095 8,571 7,051 . . . . . . . . .

1996 130,315 4,021 13,206 16,440 17,665 18,507 17,278 15,328 11,839 8,889 7,142 . . . . . . . . .

1997 132,352 4,170 13,408 16,307 17,224 18,635 17,699 15,553 12,664 9,451 7,242 . . . . . . . . .

1998 134,646 4,432 13,712 16,151 16,840 18,717 18,082 15,964 13,288 10,000 7,462 . . . . . . . . .

1999 137,079 4,666 14,089 15,905 16,638 18,729 18,383 16,525 14,025 10,437 7,683 . . . . . . . . .

2000 139,535 4,741 14,589 15,532 16,725 18,506 18,766 17,087 14,850 10,798 7,941 . . . . . . . . .

2001 141,736 4,651 14,922 15,294 16,852 18,194 19,026 17,637 15,378 11,525 8,255 . . . . . . . . .

2002 143,494 4,276 14,958 15,446 16,813 17,862 19,309 18,160 15,579 12,356 8,736 . . . . . . . . .

2003 144,879 3,848 14,817 15,593 16,632 17,501 19,385 18,584 16,020 13,007 9,279 213 . . . . . .

2004 146,242 3,567 14,693 15,834 16,315 17,260 19,311 18,882 16,555 13,699 9,687 442 . . . . . .

2005 147,728 3,455 14,669 16,188 15,838 17,267 18,964 19,140 17,103 14,409 9,983 712 . . . . . .

2006 150,143 3,573 14,640 16,698 15,674 17,376 18,622 19,367 17,582 14,864 10,618 1,129 . . . . . .

2007 152,325 3,751 14,584 17,138 15,761 17,350 18,207 19,511 18,034 15,136 11,314 1,540 . . . . . .

2008 154,467 3,973 14,558 17,424 16,044 17,174 17,821 19,621 18,422 15,592 11,907 1,932 . . . . . .

Male

1970 49,847 2,550 7,622 6,519 5,331 4,956 5,191 5,218 4,722 4,224 3,512 . . . . . . . . .

1975 54,323 3,004 8,274 8,191 6,400 5,320 4,911 5,037 4,977 4,389 3,822 . . . . . . . . .

1980 60,140 3,586 9,607 9,218 8,068 6,348 5,238 4,733 4,833 4,672 3,837 . . . . . . . . .

1985 62,896 2,219 8,650 9,952 9,169 8,105 6,319 5,124 4,561 4,570 4,227 . . . . . . . . .

1990 66,898 2,424 8,039 9,749 9,909 9,157 8,070 6,175 4,941 4,319 4,116 . . . . . . . . .

1991 67,380 2,145 7,907 9,549 9,985 9,435 8,309 6,553 5,064 4,380 4,052 . . . . . . . . .

1992 67,837 1,906 7,644 9,296 10,095 9,691 8,432 6,982 5,363 4,425 4,003 . . . . . . . . .

1993 68,435 1,806 7,426 9,042 10,177 9,892 8,650 7,287 5,665 4,532 3,959 . . . . . . . . .

1994 69,150 1,829 7,263 8,824 10,156 10,028 8,944 7,651 5,878 4,632 3,946 . . . . . . . . .

1995 69,979 1,957 7,079 8,774 9,971 10,186 9,244 8,020 6,054 4,737 3,957 . . . . . . . . .

1996 70,815 2,068 6,948 8,747 9,720 10,272 9,509 8,252 6,435 4,863 4,003 . . . . . . . . .

1997 71,658 2,146 6,996 8,656 9,444 10,303 9,724 8,343 6,848 5,152 4,047 . . . . . . . . .

1998 72,608 2,276 7,117 8,516 9,186 10,342 9,892 8,549 7,149 5,444 4,138 . . . . . . . . .

1999 73,646 2,401 7,275 8,349 9,006 10,321 10,031 8,846 7,503 5,660 4,254 . . . . . . . . .

(Continued)

Table 4.C2—Estimated number, insured status, sex, and age, December 31, 1970–2008, selected years

(in thousands)—Continued

Year

Total,

all ages Under 20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74

75 or

older
4.C OASDI: Insured Workers

4.40 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

Insured for disability benefits a (cont.)

Male (cont.)

2000 74,846 2,434 7,540 8,134 9,075 10,170 10,230 9,167 7,892 5,844 4,360 . . . . . . . . .

2001 75,768 2,388 7,693 7,988 9,083 9,983 10,335 9,452 8,136 6,207 4,502 . . . . . . . . .

2002 76,441 2,176 7,713 8,018 9,030 9,765 10,450 9,723 8,209 6,615 4,744 . . . . . . . . .

2003 76,947 1,950 7,622 8,070 8,869 9,555 10,491 9,905 8,417 6,925 5,027 116 . . . . . .

2004 77,516 1,786 7,566 8,180 8,672 9,391 10,457 10,049 8,691 7,251 5,230 242 . . . . . .

2005 78,152 1,713 7,548 8,352 8,390 9,374 10,257 10,187 8,993 7,577 5,374 385 . . . . . .

2006 79,168 1,775 7,551 8,618 8,279 9,396 10,044 10,258 9,203 7,775 5,666 603 . . . . . .

2007 80,022 1,878 7,487 8,849 8,305 9,329 9,776 10,297 9,399 7,868 6,007 825 . . . . . .

2008 80,925 1,989 7,475 8,990 8,437 9,194 9,528 10,343 9,582 8,070 6,282 1,033 . . . . . .

Female

1970 24,656 1,310 4,810 3,339 1,926 1,787 2,208 2,599 2,527 2,262 1,889 . . . . . . . . .

1975 30,982 1,945 5,870 5,098 2,913 2,290 2,360 2,726 2,915 2,646 2,219 . . . . . . . . .

1980 40,189 2,755 7,804 6,886 4,929 3,441 3,028 2,894 3,055 2,997 2,401 . . . . . . . . .

1985 46,676 1,886 7,218 8,025 6,682 5,578 4,342 3,622 3,219 3,193 2,911 . . . . . . . . .

1990 53,183 2,116 6,984 8,206 7,782 6,942 6,269 4,816 3,818 3,250 3,000 . . . . . . . . .

1991 54,150 1,902 6,881 8,071 7,960 7,217 6,581 5,190 4,010 3,320 3,019 . . . . . . . . .

1992 55,046 1,749 6,652 7,892 8,109 7,487 6,771 5,628 4,319 3,398 3,041 . . . . . . . . .

1993 55,995 1,656 6,519 7,715 8,165 7,754 7,022 5,974 4,597 3,561 3,033 . . . . . . . . .

1994 57,055 1,685 6,376 7,609 8,202 7,929 7,289 6,378 4,845 3,678 3,063 . . . . . . . . .

1995 58,254 1,806 6,295 7,635 8,097 8,105 7,544 6,803 5,042 3,834 3,094 . . . . . . . . .

1996 59,500 1,953 6,258 7,693 7,946 8,234 7,769 7,077 5,404 4,026 3,139 . . . . . . . . .

1997 60,694 2,024 6,412 7,651 7,780 8,332 7,975 7,210 5,816 4,298 3,196 . . . . . . . . .

1998 62,038 2,156 6,595 7,635 7,654 8,376 8,190 7,415 6,139 4,555 3,324 . . . . . . . . .

1999 63,433 2,265 6,813 7,556 7,633 8,408 8,351 7,679 6,523 4,777 3,429 . . . . . . . . .

2000 64,689 2,307 7,049 7,398 7,651 8,336 8,535 7,920 6,958 4,954 3,581 . . . . . . . . .

2001 65,968 2,263 7,230 7,306 7,770 8,211 8,691 8,186 7,242 5,318 3,753 . . . . . . . . .

2002 67,053 2,101 7,244 7,428 7,783 8,098 8,859 8,437 7,370 5,742 3,992 . . . . . . . . .

2003 67,932 1,898 7,194 7,523 7,763 7,946 8,894 8,679 7,603 6,082 4,252 97 . . . . . .

2004 68,726 1,781 7,127 7,654 7,643 7,868 8,854 8,833 7,864 6,447 4,457 200 . . . . . .

2005 69,576 1,742 7,122 7,836 7,447 7,894 8,707 8,953 8,110 6,832 4,609 327 . . . . . .

2006 70,976 1,798 7,090 8,079 7,394 7,981 8,578 9,109 8,379 7,090 4,952 526 . . . . . .

2007 72,303 1,873 7,096 8,289 7,456 8,021 8,432 9,213 8,635 7,268 5,307 715 . . . . . .

2008 73,542 1,983 7,083 8,435 7,606 7,979 8,293 9,278 8,840 7,522 5,624 898 . . . . . .

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample.

NOTES: Figures are subject to revision.

Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Figures exclude people at or above normal (or full) retirement age because they are not eligible to receive disability benefits.

Table 4.C2—Estimated number, insured status, sex, and age, December 31, 1970–2008, selected years

(in thousands)—Continued

Year

Total,

all ages Under 20 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74

75 or

older
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2008 ♦ 4.41

CONTACT: Felicitie Bell (410) 965-3020, Michael Morris (410) 965-3045, or supplement@ssa.gov.

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

by sex and age, 2004–2008 (in thousands)

Age at end of year

2004 2005 2006 2007 2008

Population

Percentage

fully

insured Population

Percentage

fully

insured Population

Percentage

fully

insured Population

Percentage

fully

insured Population

Percentage

fully

insured

Total

Total 301,322 a 88

a. Percentage of population aged 20 or older and fully insured.

304,413 a 88 307,271 a 88 310,090 a 88 312,901 a 88

Under 15 63,260 b

b. Less than 0.5 percent.

63,280 b 63,299 b 63,394 b 63,569 b

15–19 21,063 18 21,409 17 21,774 17 22,072 18 22,236 19

20–24 21,018 79 21,157 78 21,282 77 21,385 76 21,589 75

25–29 20,099 89 20,638 89 21,083 89 21,471 89 21,767 89

30–34 20,684 90 20,373 89 20,108 89 20,158 89 20,405 89

35–39 21,489 91 21,588 91 21,719 91 21,674 90 21,464 90

40–44 23,454 93 23,183 92 22,774 92 22,323 92 21,923 92

45–49 22,788 93 23,121 93 23,338 93 23,436 93 23,496 93

50–54 20,135 92 20,694 92 21,244 92 21,767 92 22,192 92

55–59 17,125 90 17,995 90 18,510 91 18,738 91 19,177 91

60–64 13,120 87 13,482 88 14,208 89 15,086 89 15,759 89

65–69 10,300 84 10,537 85 10,878 85 11,382 85 11,912 86

70–74 8,643 81 8,657 81 8,714 82 8,851 82 9,074 83

75 or older 18,144 75 18,299 76 18,341 76 18,353 78 18,338 78

Male

Subtotal 149,366 a 92 151,003 a 91 152,464 a 91 153,904 a 91 155,342 a 91

Under 15 32,324 b 32,335 b 32,346 b 32,394 b 32,484 b

15–19 10,795 17 10,961 16 11,133 17 11,279 17 11,358 18

20–24 10,870 78 10,935 77 10,968 76 10,987 75 11,063 74

25–29 10,352 88 10,643 88 10,877 88 11,079 88 11,228 88

30–34 10,555 91 10,411 89 10,278 89 10,308 89 10,437 89

35–39 10,924 94 10,983 93 11,048 92 11,020 92 10,910 92

40–44 11,827 95 11,706 95 11,511 95 11,294 94 11,098 94

45–49 11,379 96 11,558 96 11,675 96 11,731 96 11,776 96

50–54 9,962 96 10,246 96 10,523 96 10,788 96 11,002 96

55–59 8,394 96 8,827 96 9,078 96 9,186 96 9,403 96

60–64 6,330 95 6,506 96 6,866 95 7,302 95 7,633 95

65–69 4,855 93 4,973 93 5,140 94 5,389 93 5,649 94

70–74 3,904 93 3,925 93 3,968 93 4,047 93 4,165 93

75 or older 6,894 90 6,995 90 7,053 91 7,100 92 7,136 92

Female

Subtotal 151,956 a 84 153,409 a 84 154,807 a 84 156,186 a 84 157,559 a 84

Under 15 30,936 b 30,945 b 30,952 b 30,999 b 31,086 b

15–19 10,268 18 10,448 17 10,640 18 10,793 18 10,877 19

20–24 10,148 80 10,223 79 10,314 78 10,398 77 10,526 76

25–29 9,747 90 9,995 90 10,206 90 10,391 90 10,539 90

30–34 10,130 89 9,962 88 9,830 88 9,851 88 9,968 89

35–39 10,565 89 10,604 88 10,671 89 10,654 89 10,554 89

40–44 11,627 90 11,477 90 11,263 90 11,029 90 10,825 89

45–49 11,408 89 11,564 89 11,663 90 11,705 90 11,721 91

50–54 10,173 88 10,448 88 10,721 88 10,979 89 11,190 89

55–59 8,731 84 9,169 85 9,433 86 9,552 87 9,774 87

60–64 6,790 80 6,976 81 7,342 82 7,784 83 8,126 84

65–69 5,445 76 5,564 77 5,738 78 5,994 78 6,263 79

70–74 4,738 71 4,732 72 4,746 73 4,804 73 4,910 75

75 or older 11,250 66 11,303 66 11,288 67 11,254 68 11,201 69

SOURCE: Census Bureau.

NOTES: Population in the Social Security area includes residents of the 50 states and the District of Columbia adjusted for net census undercount; civilian residents of 

American Samoa, Guam, Northern Mariana Islands, Puerto Rico, and U.S. Virgin 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.

Totals do not necessarily equal the sum of rounded components.

Population estimates are subject to revision.
4.C OASDI: Insured Workers

4.42 ♦ Annual Statistical Supplement, 2008

Table 4.C6—Period life table, 2004

Exact

age

Male Female

Exact

age

Male Female

Death

probability a

Number

of lives b

Life

expectancyDeath

probability a

Number

of lives b

Life

expectancyDeath

probability a

Number

of lives b

Life

expectancyDeath

probability a

Number

of lives b

Life

expectancy

0 .007474 100,000 74.83 .006091 100,000 79.96 60 .011858 85,045 20.36 .007445 91,048 23.53

1 .000513 99,253 74.40 .000461 99,391 79.45 61 .012966 84,037 19.60 .008187 90,370 22.71

2 .000328 99,202 73.43 .000268 99,345 78.49 62 .014123 82,947 18.85 .008959 89,630 21.89

3 .000247 99,169 72.46 .000195 99,318 77.51 63 .015312 81,776 18.11 .009747 88,827 21.08

4 .000205 99,145 71.47 .000166 99,299 76.52 64 .016567 80,524 17.38 .010582 87,962 20.29

5 .000189 99,124 70.49 .000148 99,283 75.54 65 .017976 79,190 16.67 .011511 87,031 19.50

6 .000182 99,106 69.50 .000138 99,268 74.55 66 .019564 77,766 15.96 .012572 86,029 18.72

7 .000172 99,088 68.52 .000130 99,254 73.56 67 .021291 76,245 15.27 .013772 84,947 17.95

8 .000153 99,071 67.53 .000122 99,241 72.57 68 .023162 74,621 14.59 .015130 83,777 17.19

9 .000126 99,055 66.54 .000113 99,229 71.58 69 .025217 72,893 13.93 .016651 82,510 16.45

10 .000102 99,043 65.55 .000107 99,218 70.58 70 .027533 71,055 13.27 .018406 81,136 15.72

11 .000104 99,033 64.55 .000110 99,207 69.59 71 .030131 69,098 12.64 .020342 79,643 15.01

12 .000156 99,022 63.56 .000133 99,196 68.60 72 .032978 67,016 12.01 .022346 78,023 14.31

13 .000273 99,007 62.57 .000178 99,183 67.61 73 .036086 64,806 11.41 .024382 76,279 13.62

14 .000435 98,980 61.59 .000238 99,166 66.62 74 .039506 62,468 10.81 .026551 74,419 12.95

15 .000613 98,937 60.61 .000308 99,142 65.64 75 .043415 60,000 10.24 .029073 72,443 12.29

16 .000782 98,876 59.65 .000372 99,111 64.66 76 .047789 57,395 9.68 .032023 70,337 11.64

17 .000935 98,799 58.70 .000421 99,075 63.68 77 .052464 54,652 9.14 .035307 68,085 11.01

18 .001061 98,707 57.75 .000445 99,033 62.71 78 .057413 51,785 8.62 .038949 65,681 10.40

19 .001162 98,602 56.81 .000451 98,989 61.74 79 .062789 48,812 8.11 .043047 63,123 9.80

20 .001264 98,487 55.88 .000454 98,944 60.76 80 .068836 45,747 7.62 .047769 60,405 9.22

21 .001361 98,363 54.95 .000462 98,899 59.79 81 .075724 42,598 7.15 .053190 57,520 8.65

22 .001422 98,229 54.02 .000469 98,854 58.82 82 .083466 39,372 6.70 .059279 54,460 8.11

23 .001438 98,089 53.10 .000480 98,807 57.84 83 .092144 36,086 6.26 .066080 51,232 7.59

24 .001420 97,948 52.17 .000493 98,760 56.87 84 .101803 32,761 5.84 .073685 47,847 7.09

25 .001392 97,809 51.25 .000507 98,711 55.90 85 .112468 29,426 5.45 .082199 44,321 6.62

26 .001368 97,673 50.32 .000523 98,661 54.93 86 .124164 26,116 5.08 .091712 40,678 6.17

27 .001349 97,539 49.38 .000542 98,609 53.96 87 .136917 22,874 4.73 .102294 36,947 5.74

28 .001341 97,408 48.45 .000564 98,556 52.99 88 .150754 19,742 4.40 .113990 33,168 5.33

29 .001344 97,277 47.52 .000590 98,500 52.02 89 .165704 16,766 4.09 .126820 29,387 4.96

30 .001352 97,146 46.58 .000621 98,442 51.05 90 .181789 13,988 3.80 .140793 25,660 4.60

31 .001367 97,015 45.64 .000659 98,381 50.08 91 .199019 11,445 3.54 .155906 22,047 4.28

32 .001404 96,882 44.70 .000705 98,316 49.11 92 .217396 9,167 3.29 .172147 18,610 3.97

33 .001467 96,746 43.76 .000761 98,247 48.14 93 .236906 7,174 3.06 .189496 15,406 3.70

34 .001555 96,604 42.83 .000825 98,172 47.18 94 .257525 5,475 2.86 .207925 12,487 3.44

35 .001662 96,454 41.89 .000898 98,091 46.22 95 .278031 4,065 2.68 .226597 9,891 3.22

36 .001782 96,294 40.96 .000979 98,003 45.26 96 .298111 2,935 2.52 .245258 7,649 3.01

37 .001918 96,122 40.04 .001074 97,907 44.30 97 .317432 2,060 2.38 .263628 5,773 2.83

38 .002068 95,938 39.11 .001183 97,802 43.35 98 .335655 1,406 2.25 .281410 4,251 2.66

39 .002235 95,740 38.19 .001306 97,686 42.40 99 .352438 934 2.13 .298294 3,055 2.50

40 .002420 95,526 37.28 .001439 97,559 41.46 100 .370060 605 2.02 .316192 2,144 2.36

41 .002629 95,294 36.36 .001581 97,418 40.52 101 .388563 381 1.91 .335163 1,466 2.22

42 .002863 95,044 35.46 .001732 97,264 39.58 102 .407991 233 1.81 .355273 975 2.08

43 .003127 94,772 34.56 .001891 97,096 38.65 103 .428390 138 1.71 .376590 628 1.95

44 .003418 94,475 33.67 .002059 96,912 37.72 104 .449810 79 1.61 .399185 392 1.83

45 .003732 94,153 32.78 .002244 96,713 36.80 105 .472300 43 1.52 .423136 235 1.71

46 .004067 93,801 31.90 .002441 96,496 35.88 106 .495915 23 1.43 .448524 136 1.60

47 .004424 93,420 31.03 .002634 96,260 34.96 107 .520711 12 1.35 .475436 75 1.49

48 .004805 93,006 30.17 .002815 96,007 34.06 108 .546747 6 1.26 .503962 39 1.39

49 .005208 92,560 29.31 .002997 95,736 33.15 109 .574084 3 1.19 .534199 19 1.29

(Continued)
4.C OASDI: Insured Workers

Annual Statistical Supplement, 2008 ♦ 4.43

CONTACT: Felicitie Bell (410) 965-3020, Michael Morris (410) 965-3045, or supplement@ssa.gov.

50 .005657 92,077 28.46 .003198 95,449 32.25 110 .602788 1 1.11 .566251 9 1.20

51 .006134 91,557 27.62 .003431 95,144 31.35 111 .632928 0 1.04 .600226 4 1.11

52 .006595 90,995 26.79 .003696 94,818 30.46 112 .664574 0 0.97 .636240 2 1.03

53 .007027 90,395 25.96 .003998 94,467 29.57 113 .697803 0 0.91 .674414 1 0.95

54 .007457 89,760 25.14 .004341 94,090 28.68 114 .732693 0 0.84 .714879 0 0.87

55 .007921 89,090 24.33 .004722 93,681 27.81 115 .769327 0 0.78 .757772 0 0.80

56 .008467 88,385 23.52 .005148 93,239 26.94 116 .807794 0 0.72 .803238 0 0.73

57 .009121 87,636 22.71 .005627 92,759 26.07 117 .848183 0 0.67 .848183 0 0.67

58 .009912 86,837 21.92 .006166 92,237 25.22 118 .890592 0 0.62 .890592 0 0.62

59 .010827 85,976 21.13 .006765 91,668 24.37 119 .935122 0 0.57 .935122 0 0.57

SOURCES: National Center for Health Statistics and the Census Bureau.

NOTE: The period life expectancy at a given age for 2004 represents the average number of years of life remaining if a group of persons at that age were to experience 

the mortality rates for 2004 over the course of their remaining lives.

a. Probability of dying within one year.

b. Number of survivors out of 100,000 born alive.

Table 4.C6—Period life table, 2004—Continued

Exact

age

Male Female

Exact

age

Male Female

Death

probability a

Number

of lives b

Life

expectancyDeath

probability a

Number

of lives b

Life

expectancyDeath

probability a

Number

of lives b

Life

expectancyDeath

probability a

Number

of lives b

Life

expectancy

Current-Pay Benefits

Summary 5.1

Retired Workers 5.34

Retired Workers and Dependents 5.50

Disabled Workers 5.53

Disabled Workers and Dependents 5.59

Dependents and Survivors 5.61

Retired Workers with Dual

 Entitlement 5.75

Beneficiary Families 5.81

Geographic Data 5.88

Direct Deposit 5.112

With Representative Payee 5.113

International Agreements 5.114

Section 5. Old-Age,

Survivors, and

Disability Insurance

5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.1

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 5.A1—Number and average monthly benefit, by type of benefit and race, December 2007

Type of benefit

All races a

a. Includes 166,514 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

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Total, OASDI 49,864,838 987.00 40,887,616 1,023.50 5,125,460 842.90 3,685,248 792.10

OASI 40,948,624 1,014.70 34,757,613 1,044.60 3,565,823 870.80 2,542,461 812.20

Retirement benefits 34,454,106 1,032.20 30,071,993 1,054.90 2,825,729 916.70 1,495,557 798.90

Retired workers 31,527,728 1,078.60 27,558,302 1,100.70 2,613,682 953.60 1,301,304 865.00

Spouses of retired workers 2,432,082 531.50 2,157,848 549.40 114,032 445.00 154,540 348.90

Children of retired workers 494,296 538.00 355,843 571.30 98,015 480.00 39,713 385.60

Survivor benefits 6,494,518 922.20 4,685,620 978.70 740,094 695.70 1,046,904 831.10

Children of deceased workers 1,891,706 704.30 1,108,777 763.90 364,422 588.90 410,109 646.10

Widowed mothers and fathers 164,665 781.80 104,463 841.90 21,039 673.60 38,525 678.90

Nondisabled widow(er)s 4,211,356 1,040.40 3,361,051 1,064.50 323,493 830.40 515,024 1,015.80

Disabled widow(er)s 224,982 645.50 110,440 653.50 30,952 560.20 82,541 668.00

Parents of deceased workers 1,809 918.00 889 943.60 188 896.10 705 893.70

DI 8,916,214 859.70 6,130,003 903.60 1,559,637 779.10 1,142,787 747.50

Disabled workers 7,098,723 1,004.00 4,952,546 1,043.60 1,199,718 931.80 873,786 899.80

Spouses of disabled workers 152,802 267.00 114,610 280.10 16,519 241.90 20,859 216.30

Children of disabled workers 1,664,689 299.00 1,062,847 318.60 343,400 271.30 248,142 255.90

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.
5.A OASDI Current-Pay Benefits: Summary

5.2 ♦ Annual Statistical Supplement, 2008

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

December 2007

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 31,527,728 1,078.60 27,558,302 1,100.70 2,613,682 953.60 1,301,304 865.00

62–64 2,744,414 955.70 2,339,262 975.60 245,684 893.10 158,565 759.90

62 680,199 934.70 569,311 955.30 62,239 882.90 48,166 759.50

63 945,114 948.90 804,099 968.70 86,770 888.50 54,063 752.30

64 1,119,101 974.20 965,852 993.30 96,675 904.00 56,336 767.60

65–69 8,375,582 1,130.40 7,156,009 1,156.60 759,627 1,022.60 455,775 900.70

65 1,382,629 1,041.70 1,187,495 1,063.20 117,507 957.30 76,833 838.60

66 1,874,841 1,160.20 1,597,491 1,187.70 171,885 1,046.80 104,591 929.30

67 1,778,273 1,159.80 1,512,837 1,188.10 165,013 1,046.70 99,571 921.40

68 1,684,868 1,139.60 1,436,440 1,166.80 156,353 1,027.10 91,212 907.00

69 1,654,971 1,129.50 1,421,746 1,155.70 148,869 1,014.90 83,568 890.30

70–74 7,003,963 1,071.20 6,056,185 1,095.40 626,075 953.30 316,752 843.90

70 1,558,662 1,113.60 1,338,434 1,139.60 141,962 997.70 77,153 877.30

71 1,467,763 1,074.50 1,266,482 1,099.20 130,310 961.80 70,147 840.50

72 1,412,114 1,054.90 1,221,094 1,078.70 127,627 936.80 62,527 832.30

73 1,335,380 1,050.50 1,159,563 1,073.80 118,810 930.40 55,970 827.60

74 1,230,044 1,054.60 1,070,612 1,078.10 107,366 929.30 50,955 829.80

75–79 5,597,616 1,061.70 4,958,981 1,082.90 439,297 918.40 188,139 851.50

75 1,220,471 1,069.70 1,067,217 1,093.10 105,831 931.80 46,078 851.20

76 1,163,580 1,059.10 1,030,631 1,080.20 90,588 921.10 40,573 842.00

77 1,139,985 1,056.10 1,011,796 1,077.10 87,731 912.70 38,631 840.80

78 1,053,949 1,054.30 938,211 1,074.50 79,732 907.20 33,126 854.20

79 1,019,631 1,069.30 911,126 1,089.00 75,415 915.00 29,731 876.10

80–84 4,181,878 1,069.80 3,765,599 1,087.80 293,155 910.20 106,546 890.00

80 970,513 1,076.80 870,238 1,096.20 70,389 916.90 26,603 884.70

81 896,214 1,066.40 805,172 1,084.80 63,959 908.50 23,368 880.00

82 836,123 1,080.30 752,899 1,098.50 58,663 918.30 21,090 899.40

83 781,726 1,065.20 706,206 1,082.20 53,545 905.90 18,764 895.80

84 697,302 1,057.00 631,084 1,073.50 46,599 897.30 16,721 893.90

85–89 2,420,441 1,072.60 2,197,261 1,089.00 160,049 899.10 51,988 919.40

85 625,288 1,058.20 565,759 1,074.70 42,055 896.80 14,684 893.20

86 573,909 1,060.30 522,324 1,075.70 37,019 893.90 12,000 907.70

87 486,599 1,061.30 442,148 1,077.60 31,801 884.90 10,379 913.70

88 390,075 1,079.60 352,710 1,097.10 27,283 897.30 8,207 935.50

89 344,570 1,127.20 314,320 1,143.50 21,891 935.30 6,718 986.50

90–94 947,515 1,182.60 858,555 1,201.10 65,801 973.80 18,538 1,059.60

95 or older 256,319 1,085.30 226,450 1,109.90 23,994 872.40 5,001 971.80

Men

Subtotal 16,111,553 1,215.70 14,137,017 1,246.50 1,221,533 1,037.00 730,011 925.70

62–64 1,364,105 1,123.20 1,158,207 1,160.20 123,770 964.70 81,714 841.00

62 332,541 1,102.50 277,440 1,140.40 31,057 954.20 23,814 856.80

63 469,892 1,115.10 397,946 1,152.70 43,900 958.00 27,955 828.50

64 561,672 1,142.30 482,821 1,177.80 48,813 977.50 29,945 840.10

65–69 4,471,986 1,307.40 3,829,475 1,349.30 377,097 1,116.40 263,388 974.20

65 707,169 1,218.20 606,406 1,256.60 59,297 1,038.80 41,146 913.50

66 1,006,636 1,344.80 860,175 1,388.70 85,470 1,143.20 60,515 1,007.90

67 957,854 1,339.70 817,307 1,384.30 81,585 1,143.00 58,537 994.60

68 908,369 1,311.80 776,782 1,354.10 77,348 1,123.60 53,818 976.40

69 891,958 1,296.70 768,805 1,336.50 73,397 1,110.90 49,372 956.80

(Continued)
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.3

Men (cont.)

70–74 3,754,706 1,210.90 3,261,862 1,245.30 304,526 1,037.20 185,961 895.80

70 836,404 1,271.10 721,029 1,309.70 69,847 1,090.50 45,171 935.30

71 786,892 1,218.20 681,307 1,254.00 63,490 1,047.00 41,700 894.90

72 757,362 1,189.70 658,029 1,223.10 62,107 1,018.90 36,787 883.70

73 716,284 1,180.70 625,288 1,212.90 57,567 1,009.00 32,878 873.80

74 657,764 1,183.10 576,209 1,215.00 51,515 1,006.60 29,425 876.00

75–79 2,951,778 1,182.90 2,636,879 1,209.50 204,831 993.60 104,556 897.50

75 649,528 1,201.10 571,918 1,232.50 50,733 1,007.90 26,166 899.00

76 618,768 1,181.90 552,498 1,208.80 42,511 994.60 22,767 889.60

77 604,159 1,175.20 540,664 1,201.40 40,986 987.50 21,501 884.40

78 552,319 1,168.00 496,336 1,192.20 36,544 982.70 18,119 897.30

79 527,004 1,186.30 475,463 1,209.90 34,057 990.00 16,003 924.10

80–84 2,065,520 1,169.00 1,875,738 1,189.40 126,420 978.90 56,635 932.80

80 495,088 1,191.40 448,083 1,214.20 31,389 991.60 14,231 935.70

81 449,923 1,169.50 407,975 1,190.60 28,019 976.80 12,388 923.60

82 410,071 1,184.30 372,582 1,204.90 25,168 991.70 10,954 944.20

83 377,502 1,154.70 343,705 1,173.70 22,476 969.60 10,046 934.80

84 332,936 1,132.20 303,393 1,150.20 19,368 955.40 9,016 925.10

85–89 1,081,981 1,123.60 990,955 1,139.60 60,052 946.70 26,872 939.40

85 292,614 1,122.80 266,841 1,140.20 16,809 948.80 7,862 917.00

86 262,933 1,112.60 241,527 1,127.80 14,089 940.10 6,355 932.10

87 217,220 1,097.20 199,251 1,112.40 11,845 923.00 5,281 925.80

88 167,705 1,120.00 153,085 1,136.30 9,860 942.60 4,110 947.90

89 141,509 1,190.50 130,251 1,206.00 7,449 997.60 3,264 1,018.60

90–94 350,129 1,298.60 320,539 1,315.60 19,446 1,088.10 8,580 1,127.50

95 or older 71,348 1,195.60 63,362 1,220.90 5,391 965.40 2,305 998.80

Women

Subtotal 15,416,175 935.20 13,421,285 947.20 1,392,149 880.30 571,293 787.40

62–64 1,380,309 790.10 1,181,055 794.50 121,914 820.50 76,851 673.80

62 347,658 774.10 291,871 779.30 31,182 811.90 24,352 664.40

63 475,222 784.50 406,153 788.40 42,870 817.30 26,108 670.80

64 557,429 804.70 483,031 808.90 47,862 829.00 26,391 685.40

65–69 3,903,596 927.50 3,326,534 934.70 382,530 930.20 192,387 800.00

65 675,460 856.80 581,089 861.30 58,210 874.30 35,687 752.20

66 868,205 946.30 737,316 953.30 86,415 951.40 44,076 821.30

67 820,419 949.90 695,530 957.50 83,428 952.70 41,034 817.10

68 776,499 938.10 659,658 946.40 79,005 932.70 37,394 807.10

69 763,013 934.00 652,941 942.90 75,472 921.50 34,196 794.20

70–74 3,249,257 909.70 2,794,323 920.40 321,549 873.80 130,791 770.10

70 722,258 931.30 617,405 940.90 72,115 907.90 31,982 795.50

71 680,871 908.60 585,175 919.00 66,820 880.80 28,447 760.80

72 654,752 898.80 563,065 910.00 65,520 858.90 25,740 758.90

73 619,096 899.90 534,275 911.00 61,243 856.60 23,092 761.80

74 572,280 906.80 494,403 918.70 55,851 857.90 21,530 766.70

75–79 2,645,838 926.60 2,322,102 939.10 234,466 852.80 83,583 794.00

75 570,943 920.20 495,299 932.20 55,098 861.80 19,912 788.40

76 544,812 919.60 478,133 931.50 48,077 856.10 17,806 781.20

77 535,826 921.80 471,132 934.40 46,745 847.20 17,130 786.00

78 501,630 929.20 441,875 942.40 43,188 843.30 15,007 802.10

79 492,627 944.10 435,663 957.10 41,358 853.20 13,728 820.20

(Continued)

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

December 2007—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: Summary

5.4 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Women (cont.)

80–84 2,116,358 973.00 1,889,861 986.90 166,735 858.20 49,911 841.30

80 475,425 957.40 422,155 971.00 39,000 856.70 12,372 826.00

81 446,291 962.50 397,197 976.20 35,940 855.30 10,980 830.80

82 426,052 980.30 380,317 994.40 33,495 863.10 10,136 851.00

83 404,224 981.60 362,501 995.40 31,069 859.90 8,718 851.00

84 364,366 988.20 327,691 1,002.40 27,231 856.00 7,705 857.30

85–89 1,338,460 1,031.30 1,206,306 1,047.40 99,997 870.50 25,116 898.00

85 332,674 1,001.30 298,918 1,016.30 25,246 862.20 6,822 865.80

86 310,976 1,016.00 280,797 1,031.00 22,930 865.60 5,645 880.20

87 269,379 1,032.30 242,897 1,049.00 19,956 862.20 5,098 901.20

88 222,370 1,049.10 199,625 1,067.00 17,423 871.60 4,097 923.10

89 203,061 1,083.10 184,069 1,099.30 14,442 903.20 3,454 956.00

90–94 597,386 1,114.60 538,016 1,132.90 46,355 925.90 9,958 1,001.10

95 or older 184,971 1,042.80 163,088 1,066.80 18,603 845.50 2,696 948.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 54,440 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.A1.1—Number and average monthly benefit for retired workers, by sex, age, and race,

December 2007—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: Summary

Annual Statistical Supplement, 2008 ♦ 5.5

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

December 2007

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 disabled workers

Total 7,098,723 1,004.00 4,952,546 1,043.60 1,199,718 931.80 873,786 899.80

Under 20 1,059 399.00 595 400.30 168 398.90 269 390.60

20–24 47,932 540.20 28,902 542.70 9,430 528.40 8,206 551.30

20 2,410 447.10 1,493 446.10 455 447.30 420 454.00

21 4,986 485.20 2,983 485.90 1,030 472.20 865 497.70

22 8,955 518.50 5,436 520.60 1,770 506.00 1,533 530.00

23 13,382 544.90 8,046 546.20 2,641 532.70 2,287 561.70

24 18,199 574.90 10,944 579.70 3,534 563.30 3,101 582.40

25–29 156,467 654.60 94,163 668.70 30,778 634.60 25,618 655.80

25 23,310 599.20 13,875 605.70 4,486 583.80 4,163 609.10

26 27,796 625.60 16,563 635.80 5,356 606.40 4,761 635.60

27 31,719 649.50 19,052 662.30 6,254 633.40 5,159 651.40

28 35,816 676.70 21,667 694.40 7,143 651.10 5,601 677.60

29 37,826 693.50 23,006 711.30 7,539 670.00 5,934 687.80

30–34 229,542 742.30 142,389 767.00 43,067 715.00 36,945 715.80

30 40,812 712.50 25,046 735.00 8,041 682.50 6,305 701.40

31 42,452 725.20 26,114 748.30 8,026 701.00 6,931 701.80

32 45,040 740.10 27,949 765.70 8,321 710.70 7,320 711.80

33 48,643 757.20 30,294 782.90 9,022 732.60 7,870 723.50

34 52,595 767.40 32,986 792.60 9,657 741.00 8,519 734.00

35–39 373,621 814.50 242,314 840.20 66,683 777.70 56,836 777.00

35 59,311 785.00 37,445 809.90 10,909 757.80 9,524 749.10

36 68,504 797.20 44,228 822.30 12,296 767.30 10,518 755.10

37 77,391 813.50 50,357 839.60 13,743 776.10 11,657 774.60

38 81,506 826.70 53,288 852.00 14,352 787.00 12,227 790.80

39 86,909 837.90 56,996 863.40 15,383 792.80 12,910 804.60

40–44 603,495 871.30 405,186 901.70 108,726 810.30 81,183 823.90

40 94,576 847.10 62,059 875.20 17,191 798.50 13,765 805.40

41 105,330 857.90 69,385 886.70 19,399 805.60 14,856 816.60

42 118,918 867.70 79,573 897.60 21,470 807.60 16,146 823.10

43 137,707 881.00 93,395 911.90 24,832 816.60 17,729 830.20

44 146,964 890.40 100,774 922.00 25,834 817.80 18,687 838.30

45–49 921,560 933.10 631,353 966.80 164,013 855.80 116,891 876.20

45 158,876 902.80 109,062 934.60 28,132 827.70 19,910 852.00

46 174,002 918.10 119,877 949.80 30,669 844.20 21,569 866.40

47 184,485 930.00 126,438 964.20 32,852 851.70 23,294 872.00

48 197,549 945.40 135,074 980.70 35,315 865.80 25,261 883.50

49 206,648 960.20 140,902 995.30 37,045 881.10 26,857 898.90

50–54 1,228,219 1,004.80 837,524 1,041.80 220,112 933.30 160,299 921.60

50 222,933 973.00 151,832 1,009.00 40,024 897.20 29,087 903.20

51 236,677 987.80 160,724 1,025.00 43,022 912.90 30,903 911.10

52 245,259 1,004.30 166,744 1,042.10 44,353 932.00 32,096 920.50

53 258,172 1,019.40 176,369 1,056.90 46,023 950.40 33,744 928.30

54 265,178 1,032.90 181,855 1,069.10 46,690 967.40 34,469 941.00

55–59 1,551,082 1,078.90 1,079,870 1,112.90 265,759 1,019.50 192,691 978.80

55 280,012 1,048.30 192,843 1,084.40 48,900 983.80 36,052 951.90

56 295,583 1,065.10 203,967 1,099.50 51,817 1,005.10 37,456 969.50

57 304,975 1,079.20 210,530 1,113.80 53,523 1,022.50 38,375 977.10

58 326,776 1,090.60 228,466 1,123.50 55,602 1,034.80 39,888 989.20

59 343,736 1,104.30 244,064 1,136.00 55,917 1,046.00 40,920 1,002.70

(Continued)
5.A OASDI Current-Pay Benefits: Summary

5.6 ♦ Annual Statistical Supplement, 2008

All disabled workers (cont.)

60–65 1,985,746 1,123.20 1,490,250 1,158.60 290,982 1,051.20 194,848 967.70

60 373,240 1,119.40 273,634 1,150.50 55,633 1,056.00 41,248 1,006.00

61 355,000 1,122.20 263,772 1,155.50 51,772 1,056.50 37,352 985.70

62 319,729 1,120.70 236,380 1,158.60 49,007 1,053.70 32,840 956.20

63 329,624 1,125.40 249,084 1,162.30 48,415 1,053.00 30,776 949.00

64 339,574 1,128.90 260,518 1,165.30 48,269 1,047.30 29,637 950.00

65 268,579 1,122.60 206,862 1,160.30 37,886 1,036.20 22,995 934.50

Men

Subtotal 3,773,912 1,125.90 2,692,023 1,180.70 603,273 1,003.00 437,607 988.90

Under 20 623 403.80 362 401.20 85 418.00 159 397.20

20–24 28,380 552.20 17,168 556.90 5,302 531.90 5,040 565.40

20 1,399 456.80 860 461.30 261 431.10 248 471.00

21 2,955 498.60 1,774 504.50 576 473.50 533 509.80

22 5,344 532.40 3,268 539.20 987 509.00 958 538.00

23 7,954 556.20 4,800 557.70 1,482 538.40 1,421 579.60

24 10,728 586.40 6,466 592.50 1,996 568.60 1,880 596.80

25–29 86,530 669.10 52,191 686.90 16,298 639.50 14,571 670.90

25 13,347 613.20 7,974 623.80 2,502 589.50 2,415 621.50

26 15,716 639.30 9,409 652.70 2,896 614.30 2,732 648.50

27 17,645 663.60 10,636 679.70 3,312 637.50 2,970 665.70

28 19,424 693.50 11,764 714.20 3,693 658.40 3,152 698.60

29 20,398 710.40 12,408 733.50 3,895 674.10 3,302 703.50

30–34 118,519 763.10 73,383 793.40 21,253 721.50 19,839 735.90

30 21,455 729.70 13,145 756.70 4,036 684.60 3,450 722.20

31 22,251 742.50 13,763 771.40 3,926 703.40 3,772 717.50

32 23,200 760.40 14,292 791.50 4,092 716.10 4,007 732.80

33 24,906 780.70 15,556 812.50 4,445 742.90 4,094 742.50

34 26,707 792.90 16,627 824.60 4,754 752.40 4,516 758.60

35–39 192,012 845.60 123,611 878.00 33,082 795.70 30,830 803.00

35 30,156 813.10 18,954 844.30 5,256 775.00 5,153 772.10

36 34,986 825.80 22,363 859.20 6,082 783.00 5,692 773.90

37 39,558 843.60 25,581 876.40 6,765 792.60 6,245 800.40

38 42,181 857.90 27,502 888.70 7,081 807.60 6,666 815.90

39 45,131 873.00 29,211 905.60 7,898 811.10 7,074 839.20

40–44 314,743 917.20 210,607 954.10 55,364 839.60 43,957 864.00

40 49,232 885.40 32,193 919.40 8,667 826.90 7,453 835.70

41 55,094 898.90 36,099 933.60 9,859 833.30 8,176 851.70

42 61,851 910.90 41,217 947.40 10,971 834.80 8,691 860.40

43 71,757 930.80 48,411 968.80 12,689 847.30 9,645 875.60

44 76,809 942.90 52,687 981.20 13,178 849.30 9,992 887.10

45–49 483,943 1,004.70 334,412 1,047.20 84,064 896.50 60,185 941.50

45 82,984 962.40 57,072 1,001.70 14,347 862.30 10,539 905.90

46 91,143 981.60 63,016 1,021.90 15,693 880.60 11,339 922.30

47 96,951 999.30 67,000 1,042.10 16,733 889.80 12,109 935.60

48 103,692 1,024.00 71,792 1,068.40 18,098 909.80 12,783 956.00

49 109,173 1,042.70 75,532 1,086.80 19,193 928.20 13,415 977.10

50–54 643,244 1,111.90 450,734 1,159.70 111,854 994.10 75,021 1,018.00

50 117,378 1,064.80 81,485 1,111.30 20,679 947.40 14,113 987.80

51 123,942 1,085.80 85,970 1,134.00 22,079 967.80 14,812 999.00

52 128,468 1,111.00 89,912 1,159.20 22,518 993.50 14,898 1,016.10

53 135,026 1,133.40 95,218 1,181.50 23,133 1,015.60 15,521 1,031.50

54 138,430 1,155.20 98,149 1,202.00 23,445 1,039.20 15,677 1,051.70

(Continued)

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

December 2007—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: Summary

Annual Statistical Supplement, 2008 ♦ 5.7

Men (cont.)

55–59 825,507 1,226.30 594,483 1,271.70 132,524 1,110.30 91,327 1,114.20

55 146,549 1,179.60 104,523 1,226.90 24,242 1,063.30 16,605 1,065.70

56 156,172 1,204.30 111,850 1,249.10 25,823 1,088.80 17,201 1,100.80

57 162,809 1,223.20 116,402 1,268.50 26,872 1,110.70 18,071 1,114.10

58 175,543 1,243.40 126,795 1,287.90 27,873 1,130.40 19,294 1,129.90

59 184,434 1,268.70 134,913 1,312.70 27,714 1,151.00 20,156 1,150.70

60–65 1,080,411 1,314.30 835,072 1,360.70 143,447 1,184.70 96,678 1,116.50

60 201,968 1,294.80 151,972 1,338.10 27,923 1,170.30 20,518 1,157.40

61 191,985 1,306.10 146,742 1,351.20 25,590 1,179.20 18,500 1,135.90

62 173,958 1,309.80 132,464 1,359.20 24,285 1,189.20 16,370 1,100.60

63 179,612 1,322.20 140,029 1,369.60 23,712 1,194.20 15,205 1,094.90

64 185,299 1,331.30 146,596 1,377.30 23,473 1,195.30 14,646 1,098.90

65 147,589 1,325.80 117,269 1,372.60 18,464 1,182.70 11,439 1,085.90

Women

Subtotal 3,324,811 865.60 2,260,523 880.30 596,445 859.90 436,179 810.40

Under 20 436 392.20 233 399.00 83 379.30 110 381.00

20–24 19,552 522.70 11,734 521.80 4,128 523.90 3,166 528.90

20 1,011 433.70 633 425.50 194 469.10 172 429.40

21 2,031 465.60 1,209 458.70 454 470.60 332 478.20

22 3,611 497.90 2,168 492.50 783 502.20 575 516.70

23 5,428 528.30 3,246 529.30 1,159 525.40 866 532.30

24 7,471 558.30 4,478 561.30 1,538 556.40 1,221 560.10

25–29 69,937 636.60 41,972 646.10 14,480 629.00 11,047 635.90

25 9,963 580.30 5,901 581.20 1,984 576.60 1,748 592.00

26 12,080 607.60 7,154 613.70 2,460 597.00 2,029 618.20

27 14,074 631.80 8,416 640.30 2,942 628.80 2,189 632.10

28 16,392 656.90 9,903 671.00 3,450 643.30 2,449 650.50

29 17,428 673.80 10,598 685.30 3,644 665.60 2,632 668.10

30–34 111,023 720.20 69,006 738.90 21,814 708.70 17,106 692.40

30 19,357 693.30 11,901 711.00 4,005 680.30 2,855 676.20

31 20,201 706.20 12,351 722.50 4,100 698.70 3,159 683.00

32 21,840 718.40 13,657 738.60 4,229 705.40 3,313 686.50

33 23,737 732.60 14,738 751.70 4,577 722.60 3,776 702.90

34 25,888 741.10 16,359 760.10 4,903 729.90 4,003 706.20

35–39 181,609 781.60 118,703 800.80 33,601 759.90 26,006 746.20

35 29,155 755.80 18,491 774.60 5,653 741.80 4,371 721.90

36 33,518 767.30 21,865 784.60 6,214 751.90 4,826 732.90

37 37,833 782.00 24,776 801.60 6,978 760.10 5,412 744.90

38 39,325 793.20 25,786 812.80 7,271 766.90 5,561 760.70

39 41,778 800.00 27,785 819.10 7,485 773.40 5,836 762.70

40–44 288,752 821.40 194,579 844.90 53,362 779.80 37,226 776.70

40 45,344 805.50 29,866 827.50 8,524 769.60 6,312 769.60

41 50,236 813.10 33,286 835.80 9,540 776.90 6,680 773.60

42 57,067 820.80 38,356 844.10 10,499 779.10 7,455 779.70

43 65,950 826.90 44,984 850.70 12,143 784.50 8,084 776.00

44 70,155 832.90 48,087 857.20 12,656 785.10 8,695 782.20

45–49 437,617 853.90 296,941 876.30 79,949 813.10 56,706 807.00

45 75,892 837.60 51,990 860.90 13,785 791.60 9,371 791.40

46 82,859 848.20 56,861 869.80 14,976 806.00 10,230 804.40

47 87,534 853.20 59,438 876.30 16,119 812.30 11,185 803.10

48 93,857 858.50 63,282 881.30 17,217 819.50 12,478 809.40

49 97,475 867.80 65,370 889.40 17,852 830.40 13,442 820.90

(Continued)

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

December 2007—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: Summary

5.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Women (cont.)

50–54 584,975 887.00 386,790 904.30 108,258 870.50 85,278 836.70

50 105,555 871.00 70,347 890.40 19,345 843.60 14,974 823.50

51 112,735 880.10 74,754 899.70 20,943 854.90 16,091 830.20

52 116,791 887.00 76,832 905.00 21,835 868.40 17,198 837.60

53 123,146 894.40 81,151 910.80 22,890 884.50 18,223 840.30

54 126,748 899.20 83,706 913.30 23,245 895.10 18,792 848.60

55–59 725,575 911.10 485,387 918.50 133,235 929.10 101,364 856.90

55 133,463 904.10 88,320 915.70 24,658 905.60 19,447 854.80

56 139,411 909.10 92,117 917.90 25,994 921.90 20,255 858.10

57 142,166 914.30 94,128 922.50 26,651 933.50 20,304 855.00

58 151,233 913.20 101,671 918.50 27,729 938.70 20,594 857.30

59 159,302 914.00 109,151 917.60 28,203 942.80 20,764 859.00

60–65 905,335 895.10 655,178 900.90 147,535 921.30 98,170 821.20

60 171,272 912.50 121,662 916.30 27,710 940.80 20,730 856.10

61 163,015 905.50 117,030 910.10 26,182 936.50 18,852 838.20

62 145,771 895.10 103,916 902.80 24,722 920.60 16,470 812.60

63 150,012 889.80 109,055 896.20 24,703 917.50 15,571 806.50

64 154,275 885.80 113,922 892.60 24,796 907.20 14,991 804.60

65 120,990 874.80 89,593 882.30 19,422 897.00 11,556 784.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 72,673 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.A1.2—Number and average monthly benefit for disabled workers, by sex, age, and race,

December 2007—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: Summary

Annual Statistical Supplement, 2008 ♦ 5.9

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

and race, December 2007

Basis of entitlement and 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 spouses

Total 2,584,884 515.90 2,272,458 535.80 130,551 419.30 175,399 333.10

Wives

Subtotal 2,535,460 520.10 2,244,169 538.70 124,599 422.80 160,477 339.50

Entitlement based on care of children 118,574 298.00 84,237 323.70 15,177 266.90 18,573 210.90

Under 35 15,067 166.50 10,324 177.80 1,952 146.30 2,667 140.80

35–39 17,178 201.90 11,759 217.10 2,102 183.90 3,219 159.20

40–44 22,108 252.40 15,328 271.40 2,789 232.20 3,879 194.80

45–49 23,213 308.60 16,215 333.70 3,112 280.50 3,769 226.60

50–54 18,224 361.00 13,058 390.90 2,440 322.10 2,645 252.70

55–59 11,953 408.90 8,882 435.80 1,547 369.80 1,490 292.50

60–61 4,690 459.00 3,681 484.10 578 389.60 419 337.60

62–64 6,141 488.50 4,990 510.50 657 419.10 485 358.60

Entitlement based on age 2,416,886 531.00 2,159,932 547.10 109,422 444.40 141,904 356.30

62–64 256,340 458.50 219,237 478.80 13,339 384.20 23,299 312.20

62 59,765 442.30 50,823 461.00 3,214 372.40 5,560 314.30

63 87,915 452.10 74,653 472.80 4,740 383.10 8,374 308.30

64 108,660 472.60 93,761 493.20 5,385 392.30 9,365 314.50

65–69 649,077 534.20 562,444 556.70 33,461 445.80 52,356 351.70

65 132,744 507.80 114,652 529.50 6,732 416.80 11,165 340.40

66 133,535 534.60 115,218 558.40 7,012 440.00 11,135 350.20

67 130,158 541.50 112,340 565.00 6,783 453.40 10,887 356.10

68 126,957 541.70 110,171 564.10 6,554 457.30 10,070 354.90

69 125,683 546.60 110,063 567.20 6,380 462.80 9,099 359.00

70–74 581,730 540.90 517,376 557.80 28,217 459.50 35,088 360.50

70 123,023 546.00 108,018 566.00 6,159 465.50 8,665 357.10

71 119,337 540.20 105,471 558.40 5,847 462.70 7,810 356.40

72 118,078 539.30 104,988 556.10 5,888 457.70 7,001 361.50

73 114,214 539.50 102,411 554.60 5,377 459.30 6,190 365.70

74 107,078 538.90 96,488 553.50 4,946 450.80 5,422 364.50

75–79 485,618 540.10 445,991 551.20 19,274 452.60 18,908 375.50

75 107,274 538.20 97,349 551.20 4,753 455.50 4,894 365.30

76 103,397 540.90 94,854 552.50 4,130 452.90 4,114 369.00

77 100,358 540.80 92,414 551.50 3,788 456.10 3,853 375.10

78 90,613 540.90 83,665 551.00 3,422 449.20 3,240 385.90

79 83,976 540.20 77,709 549.70 3,181 447.10 2,807 391.20

80–84 302,338 537.70 281,797 545.10 10,534 452.40 8,791 409.20

85–89 118,410 552.90 111,291 558.90 3,713 458.70 2,882 432.70

90–94 21,363 603.40 19,967 610.90 769 482.90 525 479.30

95 or older 2,010 588.70 1,829 598.30 115 460.00 55 499.40

Husbands

Subtotal 49,424 298.70 28,289 307.10 5,952 346.30 14,922 264.40

Under 62 1,721 177.30 1,134 181.10 215 183.60 357 161.50

62–64 2,548 253.60 1,638 256.80 400 268.30 498 231.70

65–69 11,265 316.30 6,812 318.30 1,420 373.70 2,988 284.40

70–74 13,082 314.00 7,185 321.80 1,483 385.70 4,373 277.70

75–79 10,874 296.60 5,804 314.40 1,306 341.70 3,714 253.80

80–84 6,412 290.30 3,649 305.60 711 317.80 2,006 253.60

85–89 2,606 296.20 1,492 306.30 325 336.20 752 257.70

90 or older 916 306.60 575 318.40 92 329.00 234 269.70

(Continued)
5.A OASDI Current-Pay Benefits: Summary

5.10 ♦ Annual Statistical Supplement, 2008

Spouses of retired workers

Total 2,432,082 531.50 2,157,848 549.40 114,032 445.00 154,540 348.90

Wives

Subtotal 2,387,833 535.60 2,132,834 552.10 108,935 448.70 140,632 356.80

By basis of entitlement

Care of children 42,159 456.70 32,463 483.50 5,126 407.50 4,511 321.40

Under 35 1,334 385.60 1,017 405.70 164 350.90 150 290.00

35–39 2,591 387.70 1,923 413.50 344 337.80 322 287.50

40–44 5,107 411.40 3,804 437.80 689 364.70 610 300.90

45–49 8,100 442.10 6,091 467.80 1,056 409.90 941 314.00

50–54 8,864 460.70 6,823 488.30 1,062 414.10 959 318.80

55–59 7,343 474.40 5,637 502.20 881 435.90 820 325.70

60–61 3,530 501.30 2,823 526.50 406 425.80 294 365.30

62–64 5,290 513.10 4,345 534.60 524 446.90 415 372.40

Age 2,345,674 537.00 2,100,371 553.10 103,809 450.80 136,121 358.00

62–64 215,846 485.30 184,569 508.70 10,657 406.80 20,278 314.70

62 46,304 479.40 39,284 502.60 2,352 405.40 4,542 319.90

63 73,237 479.70 62,130 504.00 3,773 403.80 7,235 310.80

64 96,305 492.30 83,155 515.00 4,532 410.10 8,501 315.30

65–69 624,959 541.50 542,718 564.30 31,269 452.70 50,256 352.90

65 123,445 520.80 106,854 543.50 6,030 427.60 10,398 342.40

66 127,657 543.20 110,446 567.30 6,434 448.00 10,627 351.90

67 126,147 547.50 109,102 571.30 6,386 459.60 10,532 356.50

68 124,116 546.00 107,903 568.50 6,264 461.60 9,804 355.20

69 123,594 549.90 108,413 570.50 6,155 466.10 8,895 359.60

70–74 576,701 542.30 513,425 559.30 27,664 461.30 34,589 360.10

70 121,421 548.30 106,758 568.30 5,988 468.30 8,496 356.50

71 118,125 541.90 104,513 560.10 5,728 464.60 7,683 355.60

72 117,058 540.80 104,189 557.50 5,774 458.90 6,904 361.90

73 113,522 540.50 101,872 555.50 5,294 460.80 6,124 365.20

74 106,575 539.60 96,093 554.20 4,880 451.80 5,382 364.20

75–79 484,371 540.50 445,019 551.60 19,127 453.10 18,785 375.30

75 106,848 538.80 97,001 551.80 4,711 456.60 4,858 365.40

76 103,087 541.30 94,619 552.80 4,080 453.30 4,092 369.10

77 100,122 541.20 92,233 551.90 3,758 456.50 3,829 374.20

78 90,448 541.20 83,542 551.30 3,405 449.70 3,215 385.70

79 83,866 540.40 77,624 550.00 3,173 447.20 2,791 391.40

80–84 302,056 537.80 281,582 545.20 10,503 452.40 8,756 409.30

85–89 118,373 552.90 111,264 559.00 3,708 458.80 2,877 432.80

90–94 21,358 603.50 19,965 610.90 766 484.50 525 479.30

95 or older 2,010 588.70 1,829 598.30 115 460.00 55 499.40

By marital status

Nondivorced wives 2,253,673 536.10 2,019,260 552.60 95,371 447.60 134,170 353.90

Divorced wives 134,160 527.40 113,574 542.10 13,564 456.80 6,462 416.90

Husbands

Subtotal 44,249 308.50 25,014 319.80 5,097 364.30 13,908 268.30

(Continued)

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

and race, December 2007—Continued

Basis of entitlement and 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: Summary

Annual Statistical Supplement, 2008 ♦ 5.11

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Spouses of disabled workers

Total 152,802 267.00 114,610 280.10 16,519 241.90 20,859 216.30

Wives

Subtotal 147,627 268.80 111,335 282.20 15,664 242.10 19,845 216.60

By basis of entitlement

Care of children 76,415 210.50 51,774 223.50 10,051 195.20 14,062 175.50

Under 35 13,733 145.20 9,307 152.90 1,788 127.50 2,517 131.90

35–39 14,587 168.80 9,836 178.70 1,758 153.70 2,897 145.00

40–44 17,001 204.70 11,524 216.50 2,100 188.70 3,269 175.00

45–49 15,113 237.10 10,124 253.10 2,056 214.10 2,828 197.50

50–54 9,360 266.60 6,235 284.30 1,378 251.20 1,686 215.10

55–59 4,610 304.40 3,245 320.30 666 282.30 670 251.90

60–61 1,160 330.50 858 344.60 172 304.30 125 272.60

62–64 851 335.60 645 348.20 133 309.30 70 276.70

Age 71,212 331.30 59,561 333.30 5,613 325.90 5,783 316.50

62–64 40,494 315.90 34,668 319.50 2,682 294.40 3,021 295.30

62 13,461 314.70 11,539 319.40 862 282.10 1,018 289.30

63 14,678 314.40 12,523 317.70 967 302.30 1,139 291.90

64 12,355 319.00 10,606 321.80 853 297.80 864 306.80

65–69 24,118 344.60 19,726 346.40 2,192 347.00 2,100 324.40

65 9,299 334.80 7,798 337.70 702 324.00 767 312.80

66 5,878 348.90 4,772 352.70 578 350.70 508 314.30

67 4,011 350.30 3,238 350.30 397 352.90 355 344.90

68 2,841 354.90 2,268 355.00 290 365.80 266 344.90

69 2,089 350.90 1,650 350.00 225 374.20 204 330.90

70–74 5,029 375.20 3,951 374.30 553 373.60 499 385.10

70 1,602 368.80 1,260 367.10 171 365.80 169 384.80

71 1,212 374.30 958 370.40 119 368.60 127 405.80

72 1,020 373.00 799 375.70 114 397.70 97 332.40

73 692 378.70 539 377.30 83 360.30 66 417.10

74 503 397.70 395 400.40 66 377.60 40 395.70

75 or older 1,571 383.20 1,216 379.90 186 390.10 163 397.90

By marital status

Nondivorced wives 140,207 266.80 105,433 281.20 14,795 236.70 19,223 213.60

Divorced wives 7,420 305.40 5,902 301.00 869 332.80 622 308.40

Husbands

Subtotal 5,175 215.00 3,275 209.80 855 239.00 1,014 211.20

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 6,476 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.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age,

and race, December 2007—Continued

Basis of entitlement and 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: Summary

5.12 ♦ Annual Statistical Supplement, 2008

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

December 2007

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 children

Total 4,050,691 517.40 2,527,467 549.50 805,837 440.30 697,964 492.50

Under age 18 3,119,523 477.00 1,864,864 504.50 639,256 408.50 599,548 466.40

Under 1 11,602 322.80 6,686 326.90 2,328 269.80 2,487 365.80

1 27,038 341.30 15,415 355.90 5,791 288.10 5,593 363.30

2 38,922 364.20 22,245 379.20 8,166 303.90 8,225 388.90

3 51,492 376.70 29,663 393.70 10,514 315.10 10,984 395.10

4 66,152 392.60 38,195 411.10 13,488 331.40 14,069 406.00

5 80,846 399.90 46,875 420.40 16,603 334.60 16,922 411.70

6 99,496 406.90 57,791 428.80 20,410 340.90 20,792 415.10

7 118,745 417.10 69,365 437.20 24,357 354.80 24,448 426.10

8 137,026 427.70 80,610 449.40 27,661 362.20 28,125 433.40

9 159,054 434.10 94,326 457.30 32,608 369.20 31,468 435.10

10 179,413 445.00 106,849 469.60 36,376 378.10 35,458 442.30

11 202,786 454.80 122,136 479.40 40,761 391.30 39,054 447.20

12 229,034 465.90 138,111 491.20 45,990 401.10 44,033 456.60

13 263,288 477.40 158,178 503.90 54,314 412.30 49,609 466.50

14 300,588 488.50 179,805 516.90 62,984 422.90 56,316 472.90

15 341,337 504.80 205,587 534.90 70,770 435.70 63,139 485.40

16 385,442 533.70 232,906 566.30 79,390 456.80 70,936 513.40

17 427,262 552.50 260,121 585.10 86,745 473.60 77,890 532.10

Disabled adult children 794,677 660.30 578,155 681.20 136,713 571.00 77,006 663.70

18–19 14,019 535.70 8,548 555.40 2,849 465.70 2,515 551.80

20–24 70,678 556.90 41,233 570.40 15,688 493.20 13,276 592.30

25–29 69,271 602.10 42,534 618.40 15,535 546.60 10,752 618.40

30–34 70,243 635.80 46,318 652.80 14,588 578.20 8,906 641.50

35–39 84,910 667.40 59,912 683.10 15,790 604.30 8,857 675.20

40–44 104,350 683.00 75,821 702.10 18,913 600.00 9,340 697.10

45–49 108,556 698.50 81,021 719.40 18,822 599.80 8,435 719.30

50–54 89,783 707.30 69,233 727.70 13,994 597.00 6,378 728.40

55–59 64,992 709.90 52,388 727.10 8,478 585.20 4,018 746.20

60–64 46,206 699.10 38,673 713.80 5,130 561.40 2,320 758.90

65–69 30,123 685.40 25,707 697.70 3,091 561.30 1,283 737.60

70–74 19,134 636.70 16,700 646.90 1,890 536.00 531 670.70

75–79 12,377 597.60 11,030 605.90 1,092 510.20 252 613.50

80 or older 10,035 556.40 9,037 565.60 853 466.90 143 508.90

Students, aged 18–19 136,491 609.80 84,448 640.80 29,868 523.30 21,410 608.40

18 127,758 610.40 79,798 641.50 27,268 520.80 19,986 608.50

19 8,733 600.90 4,650 627.70 2,600 549.90 1,424 607.80

Children of retired workers

Subtotal 494,296 538.00 355,843 571.30 98,015 480.00 39,713 385.60

Under age 18 281,848 509.60 184,195 548.10 67,989 469.20 29,308 363.00

Under 1 539 454.30 327 475.50 141 476.10 70 310.50

1 1,265 452.70 781 484.20 341 436.40 143 319.30

2 2,065 476.40 1,303 504.00 495 478.20 264 339.10

3 2,761 463.70 1,772 488.10 658 455.90 328 351.50

4 3,852 467.30 2,488 497.50 925 449.00 434 336.10

5 4,884 465.30 3,143 493.60 1,180 447.10 556 345.50

6 6,395 466.30 4,084 492.70 1,621 452.80 683 342.00

7 7,835 471.70 5,094 501.00 1,891 454.30 843 336.10

8 9,597 470.10 6,210 502.20 2,380 443.40 998 335.00

9 11,586 467.60 7,454 499.30 2,980 440.10 1,134 332.80

10 14,074 473.90 9,184 505.70 3,451 446.80 1,422 334.40

11 16,823 478.90 10,877 513.50 4,218 447.50 1,708 337.40

12 20,178 483.10 13,073 518.30 4,976 455.30 2,098 332.30

13 24,568 489.60 15,848 525.00 6,185 460.40 2,503 339.80

14 29,245 497.70 18,855 533.90 7,345 466.60 3,011 348.10

15 35,193 508.10 23,241 547.30 8,311 465.00 3,591 356.80

16 41,775 551.30 27,654 596.70 9,679 490.50 4,392 401.50

17 49,213 566.60 32,807 612.30 11,212 505.10 5,130 410.60

(Continued)
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.13

Children of retired workers (cont.)

Disabled adult children 196,038 573.50 160,080 592.80 26,326 500.60 9,273 451.70

18–19 2,180 528.10 1,569 551.80 464 492.30 139 392.20

20–24 12,047 542.10 8,622 572.00 2,513 485.80 891 415.60

25–29 15,885 558.00 11,783 583.00 2,845 499.10 1,230 457.90

30–34 21,508 570.90 16,865 592.20 3,064 510.60 1,537 461.20

35–39 32,203 591.20 26,595 611.20 3,779 512.20 1,781 466.90

40–44 40,751 591.90 34,023 609.70 5,044 514.70 1,640 463.00

45–49 36,613 580.30 30,763 597.50 4,618 502.00 1,164 443.40

50–54 21,088 557.30 17,978 571.70 2,512 482.90 549 431.90

55–59 9,264 546.70 8,037 559.20 969 470.60 230 432.10

60–64 3,315 528.90 2,858 542.20 353 442.70 85 434.00

65–69 907 533.00 757 552.70 124 428.60 22 443.10

70 or older 277 492.80 230 510.10 41 418.90 5 285.20

Students, aged 18–19 16,410 603.30 11,568 643.20 3,700 531.60 1,132 430.10

18 15,454 605.60 10,982 645.40 3,389 532.80 1,073 429.60

19 956 565.20 586 602.90 311 517.90 59 439.20

Children of deceased workers

Subtotal 1,891,706 704.30 1,108,777 763.90 364,422 588.90 410,109 646.10

Under age 18 1,302,665 691.30 703,977 765.70 256,684 572.10 335,968 627.20

Under 1 2,227 628.20 929 710.50 352 483.80 937 602.50

1 7,117 603.90 3,354 676.50 1,398 485.90 2,352 572.00

2 12,139 613.90 5,813 688.70 2,330 496.30 3,957 574.20

3 17,691 615.80 8,734 690.10 3,332 502.30 5,581 567.90

4 23,780 633.50 11,865 712.40 4,449 514.60 7,400 579.00

5 30,138 637.60 15,208 718.80 5,752 514.70 9,088 580.10

6 37,974 644.20 19,484 724.00 7,137 522.50 11,267 583.60

7 46,368 652.60 23,869 729.10 8,912 538.50 13,481 592.80

8 54,633 660.50 28,590 736.50 10,399 540.80 15,527 601.30

9 64,214 664.60 34,132 740.70 12,465 544.20 17,466 602.30

10 73,049 673.70 39,220 749.50 13,959 551.40 19,712 610.00

11 83,461 678.60 45,571 752.80 16,038 557.10 21,621 613.00

12 96,469 683.70 52,866 756.00 18,685 561.70 24,651 621.60

13 112,094 691.30 61,247 764.00 22,361 571.40 28,067 628.70

14 130,182 694.30 71,102 767.30 26,354 577.10 32,074 629.50

15 149,484 705.00 81,911 780.00 30,364 585.00 36,285 637.40

16 170,493 721.90 93,987 793.20 34,366 602.60 40,945 659.60

17 191,152 735.50 106,095 804.50 38,031 615.10 45,557 676.60

Disabled adult children 521,293 728.70 366,542 753.70 93,048 626.90 59,859 734.00

18–19 6,263 704.20 3,270 766.50 1,246 598.60 1,708 660.50

20–24 31,995 702.60 15,264 754.30 7,098 617.70 9,390 683.50

25–29 33,728 727.60 17,808 769.00 8,286 651.90 7,369 713.10

30–34 35,419 745.10 20,285 785.10 8,630 662.30 6,215 729.20

35–39 44,355 758.30 27,529 791.80 10,145 669.50 6,428 756.70

40–44 60,248 754.90 39,494 792.30 13,065 641.90 7,471 756.20

45–49 71,513 760.30 49,998 795.50 14,061 633.30 7,245 764.90

50–54 68,674 753.50 51,246 782.50 11,471 622.30 5,828 756.40

55–59 55,723 737.00 44,347 757.60 7,508 600.10 3,788 765.30

60–64 42,890 712.30 35,814 727.50 4,777 570.20 2,235 771.30

65–69 29,216 690.20 24,950 702.10 2,967 566.80 1,261 742.70

70–74 18,947 638.10 16,545 648.20 1,864 537.60 526 674.40

75–79 12,314 598.20 10,978 606.50 1,081 511.50 252 613.50

80 or older 10,008 556.50 9,014 565.70 849 466.80 143 508.90

Students, aged 18–19 67,748 765.20 38,258 829.60 14,690 642.40 14,282 720.80

18 62,948 768.40 35,976 832.30 13,269 641.30 13,226 723.80

19 4,800 723.60 2,282 788.30 1,421 652.80 1,056 682.80

(Continued)

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

December 2007—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: Summary

5.14 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Children of disabled workers

Subtotal 1,664,689 299.00 1,062,847 318.60 343,400 271.30 248,142 255.90

Under age 18 1,535,010 289.10 976,692 308.10 314,583 261.90 234,272 248.70

Under 1 8,836 237.80 5,430 252.40 1,835 212.90 1,480 218.50

1 18,656 233.60 11,280 251.70 4,052 207.30 3,098 206.90

2 24,718 232.20 15,129 249.50 5,341 203.80 4,004 209.00

3 31,040 232.70 19,157 249.80 6,524 205.30 5,075 207.80

4 38,520 236.50 23,842 252.10 8,114 217.60 6,235 205.40

5 45,824 236.70 28,524 253.20 9,671 213.70 7,278 206.30

6 55,127 236.60 34,223 253.10 11,652 214.00 8,842 206.00

7 64,542 241.30 40,402 256.70 13,554 220.20 10,124 211.60

8 72,796 247.40 45,810 263.10 14,882 224.50 11,600 217.00

9 83,254 251.70 52,740 267.90 17,163 229.70 12,868 217.20

10 92,290 259.60 58,445 276.00 18,966 238.10 14,324 222.20

11 102,502 268.70 65,688 284.10 20,505 250.10 15,725 231.30

12 112,387 275.90 72,172 292.40 22,329 254.70 17,284 236.40

13 126,626 285.70 81,083 303.20 25,768 262.70 19,039 244.10

14 141,161 296.90 89,848 315.20 29,285 273.10 21,231 254.00

15 156,660 312.90 100,435 332.10 32,095 286.80 23,263 268.40

16 173,174 344.10 111,265 367.00 35,345 305.90 25,599 298.80

17 186,897 361.70 121,219 385.60 37,502 320.60 27,203 313.10

Disabled adult children 77,346 419.90 51,533 440.90 17,339 378.30 7,874 378.30

18–19 5,576 349.40 3,709 370.80 1,139 309.50 668 307.00

20–24 26,636 388.60 17,347 407.80 6,077 350.80 2,995 358.90

25–29 19,658 422.40 12,943 443.60 4,404 379.30 2,153 386.00

30–34 13,316 449.90 9,168 471.60 2,894 399.00 1,154 408.70

35–39 8,352 478.20 5,788 496.50 1,866 436.30 648 438.80

40 or older 3,808 495.60 2,578 516.70 959 454.10 256 437.70

Students, aged 18–19 52,333 410.60 34,622 431.20 11,478 368.20 5,996 374.50

18 49,356 410.30 32,840 431.20 10,610 366.20 5,687 374.00

19 2,977 414.60 1,782 430.30 868 393.10 309 383.50

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 19,423 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.

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

December 2007—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: Summary

Annual Statistical Supplement, 2008 ♦ 5.15

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

marital status, and race, December 2007

Age, sex, and marital status

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 widowed mothers and fathers 164,665 781.80 104,463 841.90 21,039 673.60 38,525 678.90

By age

Under 25 2,130 589.00 1,241 619.40 157 485.70 732 559.60

25–29 8,856 628.60 5,272 670.30 981 501.70 2,591 592.20

25 1,132 613.80 665 653.30 110 480.50 355 582.40

26 1,390 621.10 840 658.30 131 494.50 418 585.30

27 1,772 633.40 1,058 673.00 172 495.80 540 600.10

28 2,089 639.50 1,262 682.10 249 526.10 575 595.30

29 2,473 627.00 1,447 672.70 319 496.00 703 592.60

30–34 17,493 658.90 10,590 709.30 2,316 539.90 4,559 602.80

30 2,750 638.20 1,696 684.80 327 511.20 723 586.90

31 3,053 653.20 1,816 704.00 395 543.10 841 595.30

32 3,430 659.70 2,064 714.70 460 530.70 902 600.10

33 3,873 667.10 2,362 717.60 531 545.60 973 611.20

34 4,387 667.90 2,652 717.00 603 555.40 1,120 613.80

35–39 27,832 714.20 17,237 772.90 3,582 601.70 6,921 628.00

35 4,851 682.00 2,951 736.80 626 579.10 1,258 605.70

36 5,385 692.90 3,340 751.10 668 577.40 1,362 607.80

37 5,804 717.90 3,578 775.20 771 617.10 1,440 630.90

38 5,921 726.90 3,748 789.60 726 588.30 1,429 634.40

39 5,871 744.00 3,620 803.00 791 637.50 1,432 657.40

40–44 34,216 791.90 21,896 856.40 4,021 675.60 8,183 678.10

40 6,358 763.50 4,008 827.50 782 642.40 1,548 661.00

41 6,402 776.30 3,995 839.20 760 668.20 1,628 675.10

42 6,996 783.20 4,560 848.50 827 664.60 1,583 659.80

43 7,245 809.50 4,654 875.00 821 695.70 1,743 689.20

44 7,215 821.50 4,679 885.20 831 704.60 1,681 702.40

45–49 33,379 849.10 21,701 912.50 3,993 740.30 7,530 725.30

45 7,239 836.10 4,724 900.70 863 730.40 1,619 706.90

46 7,080 842.70 4,614 905.40 811 729.70 1,628 723.30

47 6,855 852.00 4,438 921.40 861 736.30 1,530 717.10

48 6,330 855.40 4,132 913.50 727 760.20 1,436 736.40

49 5,875 862.60 3,793 924.60 731 749.00 1,317 748.10

50–54 21,003 865.40 13,360 931.00 2,802 755.00 4,719 746.30

50 5,460 870.90 3,520 934.80 702 755.80 1,204 753.70

51 4,810 872.30 3,065 937.30 603 764.80 1,120 752.00

52 4,182 859.10 2,670 924.10 538 762.70 953 732.90

53 3,517 867.00 2,199 937.10 497 749.90 796 748.90

54 3,034 851.10 1,906 916.70 462 737.30 646 739.20

55–59 10,529 867.10 6,700 915.20 1,632 766.30 2,133 791.90

55 2,644 870.20 1,652 924.70 392 751.90 578 792.20

56 2,240 869.80 1,413 919.40 331 788.00 488 781.20

57 2,043 876.40 1,264 926.80 336 804.20 423 781.40

58 1,833 856.50 1,188 894.70 304 746.70 335 817.00

59 1,769 859.00 1,183 905.20 269 735.40 309 795.20

60–61 3,530 853.90 2,389 892.20 552 759.70 570 785.90

60 1,831 867.40 1,210 904.30 290 792.70 320 799.10

61 1,699 839.30 1,179 879.80 262 723.20 250 769.00

62 or older 5,697 835.80 4,077 872.20 1,003 736.90 587 757.80

(Continued)
5.A OASDI Current-Pay Benefits: Summary

5.16 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

By sex and marital status

Women 154,287 788.90 98,148 850.40 19,525 674.40 36,000 684.20

Mothers 140,517 789.20 88,674 853.30 18,278 674.00 33,001 681.80

Surviving divorced mothers 13,770 785.40 9,474 823.40 1,247 679.60 2,999 711.00

Men 10,378 676.80 6,315 709.70 1,514 663.10 2,525 602.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 638 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.A1.5—Number and average monthly benefit for widowed mothers and fathers, by age, sex,

marital status, and race, December 2007—Continued

Age, sex, and marital status

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: Summary

Annual Statistical Supplement, 2008 ♦ 5.17

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

and race, December 2007

Age, sex, and marital status

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 nondisabled widow(er)s 4,211,356 1,040.40 3,361,051 1,064.50 323,493 830.40 515,024 1,015.80

Women

Subtotal 4,160,409 1,042.60 3,336,439 1,065.90 318,121 830.50 494,217 1,021.80

By age

60–61 121,379 1,028.80 34,613 1,097.30 4,792 871.70 81,868 1,009.10

60 51,112 1,036.60 13,752 1,109.10 1,860 889.50 35,460 1,016.30

61 70,267 1,023.10 20,861 1,089.50 2,932 860.50 46,408 1,003.60

62–64 288,810 1,048.90 97,440 1,111.10 13,098 886.70 177,957 1,027.00

62 80,196 1,036.60 24,286 1,106.00 3,540 881.20 52,297 1,015.10

63 96,076 1,047.80 31,922 1,109.70 4,318 880.20 59,729 1,026.90

64 112,538 1,058.70 41,232 1,115.30 5,240 895.70 65,931 1,036.50

65–69 601,934 1,079.90 417,034 1,091.20 51,782 869.30 132,057 1,127.70

65 132,476 1,049.70 75,634 1,067.70 10,078 838.60 46,559 1,066.40

66 122,268 1,110.50 80,184 1,113.60 9,880 885.70 31,987 1,172.30

67 117,200 1,099.10 84,425 1,104.70 10,516 886.10 22,050 1,180.70

68 114,823 1,082.10 86,508 1,092.50 10,556 875.30 17,553 1,157.80

69 115,167 1,060.30 90,283 1,077.00 10,752 860.90 13,908 1,108.40

70–74 575,430 1,030.00 485,064 1,062.20 57,833 842.40 30,914 882.20

70 104,517 1,036.30 86,670 1,070.80 10,550 847.80 7,063 900.90

71 109,207 1,030.10 91,546 1,062.70 11,147 850.10 6,205 880.90

72 116,897 1,026.00 98,645 1,058.70 11,736 834.20 6,181 875.40

73 123,159 1,030.60 104,552 1,061.10 12,434 846.00 5,824 880.90

74 121,650 1,027.70 103,651 1,059.00 11,966 834.80 5,641 869.10

75–79 729,036 1,031.80 636,134 1,059.50 63,670 827.50 26,834 868.70

75 131,863 1,026.70 113,028 1,057.20 12,697 831.90 5,704 863.40

76 137,845 1,032.00 119,928 1,060.10 12,154 828.50 5,306 871.20

77 150,411 1,035.50 131,125 1,064.10 13,163 827.80 5,603 863.50

78 151,901 1,034.40 133,393 1,061.10 12,828 825.20 5,188 874.10

79 157,016 1,029.80 138,660 1,054.90 12,828 824.00 5,033 872.20

80–84 803,629 1,025.30 717,648 1,047.80 60,556 811.30 22,713 887.30

80 163,280 1,027.70 144,421 1,051.60 13,294 820.00 5,004 894.20

81 162,464 1,023.60 144,427 1,046.50 12,682 818.90 4,831 879.30

82 160,228 1,025.50 143,041 1,048.50 12,140 809.70 4,541 880.60

83 162,378 1,022.20 145,721 1,043.80 11,748 804.30 4,361 885.10

84 155,279 1,027.60 140,038 1,048.60 10,692 800.80 3,976 898.20

85–89 632,064 1,053.80 574,905 1,073.90 40,582 810.30 14,301 920.20

85 149,492 1,034.60 135,012 1,055.00 10,235 810.20 3,735 903.60

86 146,624 1,046.60 133,468 1,065.80 9,312 812.70 3,305 917.70

87 131,730 1,057.30 120,007 1,077.30 8,282 808.90 2,958 920.10

88 107,632 1,064.10 97,819 1,085.30 7,077 811.70 2,333 931.80

89 96,586 1,078.40 88,599 1,098.10 5,676 806.90 1,970 942.00

90–94 300,161 1,061.30 275,493 1,081.30 17,980 788.20 5,746 916.00

95 or older 107,966 983.90 98,108 1,005.50 7,828 739.70 1,827 832.50

By marital status

Widows 3,816,615 1,040.00 3,104,903 1,064.70 286,357 823.50 414,560 1,005.10

Surviving divorced wives (nondisabled) 343,794 1,071.20 231,536 1,082.80 31,764 893.00 79,657 1,108.80

(Continued)
5.A OASDI Current-Pay Benefits: Summary

5.18 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Men

Subtotal 50,947 864.50 24,612 866.90 5,372 825.00 20,807 872.80

60–61 9,424 794.50 3,186 804.60 455 800.90 5,779 788.60

62–64 15,221 941.00 5,721 966.80 968 923.90 8,510 925.70

65–69 12,810 995.80 6,842 1,003.50 1,549 924.20 4,375 1,009.40

70–74 3,974 786.50 2,444 811.70 809 810.50 699 674.10

75–79 3,480 715.90 2,265 738.20 664 735.30 535 601.10

80–84 2,804 655.50 1,895 675.90 448 663.90 444 560.60

85–89 1,814 626.50 1,203 645.70 290 635.90 301 547.40

90 or older 1,420 624.10 1,056 626.90 189 613.50 164 623.20

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 11,788 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.A1.6—Number and average monthly benefit for nondisabled widow(er)s, by sex, age, marital status,

and race, December 2007—Continued

Age, sex, and marital status

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: Summary

Annual Statistical Supplement, 2008 ♦ 5.19

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

and race, December 2007

Age, sex, and marital status

All races a

a. Includes 1,049 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

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All disabled widow(er)s 224,982 645.50 110,440 653.50 30,952 560.20 82,541 668.00

By age

50–54 29,154 635.90 8,890 614.90 3,184 529.30 16,919 668.00

50 2,707 622.90 749 598.70 275 516.20 1,666 652.60

51 4,360 625.70 1,336 608.00 479 520.80 2,529 655.70

52 5,644 630.20 1,693 612.30 614 532.80 3,301 658.70

53 7,560 645.20 2,363 614.40 819 529.30 4,333 684.70

54 8,883 640.70 2,749 624.60 997 534.80 5,090 671.00

55–59 77,614 650.30 32,228 651.90 10,040 565.40 34,998 674.20

55 10,895 653.90 3,929 651.00 1,350 564.40 5,566 678.30

56 13,072 650.60 5,214 649.50 1,633 564.70 6,168 675.20

57 14,852 646.80 6,102 656.20 1,993 558.60 6,679 665.70

58 17,899 650.60 7,693 651.80 2,368 574.20 7,745 673.90

59 20,896 650.60 9,290 650.80 2,696 563.40 8,840 677.50

60–65 118,214 644.70 69,322 659.10 17,728 562.80 30,624 660.80

60 23,880 646.20 11,413 651.70 3,003 552.70 9,347 670.30

61 22,462 648.30 11,710 656.20 2,884 567.60 7,766 667.60

62 20,068 641.60 11,373 659.60 3,048 557.90 5,568 652.00

63 20,744 644.80 12,988 661.00 3,364 564.40 4,306 660.10

64 20,927 643.90 14,392 663.80 3,549 565.10 2,893 643.60

65 10,133 641.30 7,446 662.40 1,880 572.00 744 608.30

By sex and marital status

Women 216,204 652.70 106,969 660.50 29,533 564.20 78,713 676.40

Widows 185,450 650.80 90,595 659.80 25,594 561.00 68,550 673.20

Surviving divorced wives 30,754 664.30 16,374 664.10 3,939 585.00 10,163 698.00

Men 8,778 468.80 3,471 437.80 1,419 477.20 3,828 494.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.
5.A OASDI Current-Pay Benefits: Summary

5.20 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 5.A1.8—Number and average monthly benefit for parents, by age, sex, and race, December 2007

Age and sex

All races a

a. Includes 27 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

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

All parents 1,809 918.00 889 943.60 188 896.10 705 893.70

By age

62–69 151 981.30 43 1,016.50 19 1,088.10 88 944.80

70–74 206 933.00 68 1,012.50 30 913.70 105 889.40

75–79 356 905.40 153 960.90 41 868.90 153 866.90

80–84 384 936.40 181 988.30 32 915.40 165 882.20

85–89 363 922.70 211 942.30 36 851.30 112 907.40

90 or older 349 869.40 233 865.00 30 827.30 82 898.80

By sex

Women 1,594 926.50 833 950.50 175 897.10 563 902.80

Men 215 854.90 56 840.70 13 883.60 142 857.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.21

 

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

sex, age, and race, December 2007

Age and type of benefit

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Retired workers

Total 23,078,917 1,011.30 20,404,083 1,029.10 1,798,729 905.90 843,352 810.70

62–64 2,743,592 955.60 2,338,567 975.50 245,600 893.10 158,524 759.90

62 680,114 934.70 569,237 955.30 62,235 882.90 48,160 759.50

63 944,735 948.90 803,784 968.60 86,728 888.40 54,041 752.30

64 1,118,743 974.10 965,546 993.20 96,637 903.90 56,323 767.60

65–69 6,376,565 1,070.40 5,516,886 1,092.80 540,597 980.70 317,821 836.30

65 1,306,199 1,024.40 1,128,270 1,046.20 109,205 944.80 68,333 793.40

66 1,381,889 1,092.10 1,191,268 1,116.20 117,462 1,000.70 72,922 846.90

67 1,287,745 1,091.20 1,109,945 1,114.60 111,232 1,001.60 66,293 852.50

68 1,213,163 1,075.40 1,050,747 1,097.30 104,036 981.70 58,178 849.80

69 1,187,569 1,068.30 1,036,656 1,088.90 98,662 971.80 52,095 842.30

70–74 4,743,108 998.80 4,180,004 1,016.80 390,912 895.40 170,314 796.70

70 1,084,445 1,049.90 949,614 1,069.50 90,772 951.30 43,822 830.20

71 1,011,195 1,008.50 889,277 1,027.20 82,464 909.00 39,220 794.90

72 950,342 982.20 838,033 1,000.00 79,102 875.50 32,924 788.40

73 879,635 968.80 778,359 986.00 72,266 862.70 28,496 774.40

74 817,491 970.60 724,721 987.70 66,308 861.40 25,852 777.70

75–79 3,817,054 980.10 3,436,044 995.50 275,058 858.30 97,946 793.50

75 823,851 988.10 733,304 1,004.80 65,909 872.00 23,874 803.10

76 789,185 975.40 710,149 990.70 56,419 859.80 21,494 781.20

77 778,830 974.30 702,522 989.40 54,862 853.30 20,224 784.90

78 722,863 973.10 653,424 988.10 50,142 846.80 17,036 791.00

79 702,325 989.40 636,645 1,004.30 47,726 855.20 15,318 809.80

80–84 2,905,365 991.10 2,650,038 1,005.20 187,529 848.50 56,785 825.00

80 674,406 995.70 612,801 1,010.70 45,216 855.90 13,923 812.70

81 617,919 985.80 562,679 1,000.10 40,571 844.70 12,211 813.90

82 588,511 1,003.40 536,737 1,017.70 37,899 858.30 11,572 837.10

83 541,388 987.50 495,187 1,000.90 34,156 843.90 10,040 832.40

84 483,141 980.70 442,634 993.70 29,687 835.00 9,039 835.00

85–89 1,675,549 998.40 1,538,784 1,011.50 101,354 839.20 28,648 861.30

85 433,728 984.40 397,294 997.50 26,714 836.90 8,052 835.30

86 397,911 986.70 366,267 999.20 23,509 834.20 6,581 846.80

87 334,395 989.40 307,363 1,002.60 20,037 827.10 5,626 855.30

88 269,863 1,005.80 246,919 1,019.90 17,181 836.20 4,611 884.70

89 239,652 1,047.20 220,941 1,060.20 13,913 873.60 3,778 922.00

90–94 645,191 1,070.70 590,570 1,085.90 41,679 885.10 10,411 956.10

95 or older 172,493 987.90 153,190 1,009.80 16,000 797.70 2,903 882.50

Men

Subtotal 11,413,127 1,131.20 10,100,759 1,156.00 849,245 977.70 450,401 871.50

62–64 1,363,607 1,123.20 1,157,782 1,160.20 123,722 964.70 81,689 841.00

62 332,482 1,102.50 277,388 1,140.40 31,055 954.20 23,809 856.80

63 469,662 1,115.10 397,753 1,152.60 43,875 957.90 27,943 828.50

64 561,463 1,142.30 482,641 1,177.80 48,792 977.50 29,937 840.10

65–69 3,313,989 1,240.20 2,861,767 1,277.70 273,455 1,064.90 178,210 907.60

65 661,501 1,196.70 569,343 1,235.30 55,213 1,021.60 36,767 863.50

66 716,863 1,267.80 616,217 1,308.70 59,447 1,085.70 41,081 918.20

67 672,837 1,262.90 578,798 1,302.20 56,231 1,087.70 37,692 921.90

68 637,076 1,241.00 551,289 1,276.70 52,601 1,069.40 33,097 920.90

69 625,712 1,229.30 546,120 1,262.10 49,963 1,057.60 29,573 914.80

70–74 2,483,205 1,127.30 2,193,493 1,153.40 194,364 966.60 94,360 853.30

70 571,109 1,201.50 500,338 1,232.00 46,018 1,034.50 24,691 895.40

71 529,987 1,144.60 466,524 1,172.80 41,284 983.60 22,063 852.60

72 495,888 1,106.20 438,486 1,131.60 39,151 944.60 18,103 843.80

73 460,087 1,082.70 408,439 1,106.80 35,642 924.70 15,705 821.40

74 426,134 1,078.80 379,706 1,101.60 32,269 920.90 13,798 828.00

(Continued)
5.A OASDI Current-Pay Benefits: Summary

5.22 ♦ Annual Statistical Supplement, 2008

Men (cont.)

75–79 1,961,585 1,073.10 1,778,064 1,091.70 129,404 914.70 50,248 837.30

75 428,647 1,097.30 383,590 1,119.40 31,973 932.30 12,651 855.60

76 409,524 1,071.40 371,040 1,090.40 26,725 914.30 11,134 827.20

77 402,539 1,064.30 365,481 1,082.50 25,997 908.60 10,381 825.60

78 368,644 1,055.40 336,078 1,072.30 23,036 901.50 8,529 827.00

79 352,231 1,074.00 321,875 1,090.90 21,673 910.20 7,553 849.30

80–84 1,359,691 1,049.60 1,249,629 1,064.20 78,582 894.20 27,395 851.60

80 329,791 1,075.90 302,300 1,092.30 19,734 910.00 6,759 848.30

81 294,675 1,050.20 270,573 1,065.40 17,268 890.70 5,924 846.70

82 274,055 1,067.70 251,873 1,082.50 15,876 910.20 5,463 867.60

83 245,634 1,031.70 226,222 1,045.10 13,854 883.80 4,841 850.50

84 215,536 1,006.20 198,661 1,018.70 11,850 863.70 4,408 844.40

85–89 686,286 984.90 635,310 995.90 35,692 849.00 13,185 841.60

85 188,765 995.80 174,186 1,008.00 10,108 857.50 3,899 830.60

86 167,973 978.50 155,871 989.30 8,445 840.40 3,172 833.70

87 136,102 955.90 126,178 966.10 7,008 826.70 2,486 820.60

88 104,911 972.00 96,798 982.90 5,753 837.40 2,034 850.20

89 88,535 1,033.80 82,277 1,043.90 4,378 896.50 1,594 906.30

90–94 206,020 1,086.60 190,281 1,097.10 10,989 950.40 4,107 974.60

95 or older 38,744 975.40 34,433 991.20 3,037 835.80 1,207 876.80

Women

Subtotal 11,665,790 894.00 10,303,324 904.70 949,484 841.60 392,951 741.00

62–64 1,379,985 790.00 1,180,785 794.50 121,878 820.50 76,835 673.70

62 347,632 774.10 291,849 779.30 31,180 811.80 24,351 664.40

63 475,073 784.50 406,031 788.40 42,853 817.30 26,098 670.80

64 557,280 804.70 482,905 808.80 47,845 828.90 26,386 685.30

65–69 3,062,576 886.80 2,655,119 893.50 267,142 894.40 139,611 745.30

65 644,698 847.70 558,927 853.60 53,992 866.20 31,566 711.70

66 665,026 902.70 575,051 909.90 58,015 913.60 31,841 754.90

67 614,908 903.40 531,147 910.10 55,001 913.60 28,601 761.00

68 576,087 892.30 499,458 899.20 51,435 892.10 25,081 755.90

69 561,857 889.00 490,536 896.10 48,699 883.90 22,522 747.20

70–74 2,259,903 857.70 1,986,511 866.00 196,548 825.10 75,954 726.30

70 513,336 881.30 449,276 888.60 44,754 865.80 19,131 746.00

71 481,208 858.60 422,753 866.60 41,180 834.20 17,157 720.70

72 454,454 847.00 399,547 855.70 39,951 807.90 14,821 720.70

73 419,548 843.90 369,920 852.60 36,624 802.50 12,791 716.60

74 391,357 852.80 345,015 862.30 34,039 804.90 12,054 720.20

75–79 1,855,469 881.70 1,657,980 892.30 145,654 808.20 47,698 747.30

75 395,204 869.60 349,714 879.10 33,936 815.20 11,223 743.80

76 379,661 871.80 339,109 881.70 29,694 810.70 10,360 731.80

77 376,291 877.90 337,041 888.50 28,865 803.50 9,843 742.00

78 354,219 887.50 317,346 898.90 27,106 800.20 8,507 754.80

79 350,094 904.30 314,770 915.80 26,053 809.50 7,765 771.40

80–84 1,545,674 939.70 1,400,409 952.50 108,947 815.50 29,390 800.20

80 344,615 919.10 310,501 931.30 25,482 814.00 7,164 779.20

81 323,244 927.00 292,106 939.70 23,303 810.60 6,287 783.00

82 314,456 947.40 284,864 960.40 22,023 820.90 6,109 809.90

83 295,754 950.80 268,965 963.80 20,302 816.70 5,199 815.50

84 267,605 960.20 243,973 973.40 17,837 815.90 4,631 826.00

85–89 989,263 1,007.70 903,474 1,022.50 65,662 834.00 15,463 878.00

85 244,963 975.50 223,108 989.40 16,606 824.30 4,153 839.80

86 229,938 992.70 210,396 1,006.50 15,064 830.70 3,409 859.00

87 198,293 1,012.50 181,185 1,028.00 13,029 827.30 3,140 882.80

88 164,952 1,027.30 150,121 1,043.80 11,428 835.50 2,577 912.00

89 151,117 1,055.10 138,664 1,069.80 9,535 863.10 2,184 933.50

(Continued)

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

sex, age, and race, December 2007—Continued

Age and type of benefit

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.23

Women (cont.)

90–94 439,171 1,063.20 400,289 1,080.60 30,690 861.70 6,304 944.10

95 or older 133,749 991.50 118,757 1,015.20 12,963 788.70 1,696 886.50

Disabled workers

Total 58,859 1,200.90 46,918 1,246.30 8,109 1,100.30 3,807 857.20

62 3,383 1,213.00 2,643 1,258.70 461 1,151.60 276 879.80

63 12,145 1,214.70 9,648 1,260.30 1,693 1,105.80 796 891.90

64 21,534 1,200.30 17,238 1,245.20 2,964 1,100.30 1,329 840.90

65 21,797 1,191.90 17,389 1,237.50 2,991 1,089.20 1,406 848.50

Men

Subtotal 35,062 1,383.80 28,558 1,440.10 4,189 1,236.10 2,300 954.40

62 2,037 1,389.30 1,636 1,440.90 243 1,305.40 157 979.40

63 7,195 1,398.10 5,843 1,454.60 859 1,246.00 485 986.40

64 12,837 1,382.20 10,506 1,437.20 1,521 1,239.20 809 936.40

65 12,993 1,376.60 10,573 1,434.90 1,566 1,216.80 849 948.50

Women

Subtotal 23,797 931.40 18,360 944.70 3,920 955.20 1,507 708.90

62 1,346 946.20 1007 962.80 218 980.20 119 748.50

63 4,950 948.30 3,805 962.00 834 961.50 311 744.60

64 8,697 931.80 6,732 945.70 1,443 953.90 520 692.20

65 8,804 919.30 6,816 931.50 1,425 949.10 557 696.10

Spouses

Total 2,029,363 508.40 1,831,476 521.80 88,172 422.90 105,355 350.80

Wives

Subtotal 2,013,977 510.20 1,821,296 523.20 86,100 425.50 102,287 353.60

By age

62–64 256,240 458.50 219,153 478.80 13,330 384.30 23,293 312.20

62 59,735 442.30 50,797 461.10 3,213 372.40 5,558 314.20

63 87,882 452.10 74,626 472.80 4,736 383.10 8,372 308.30

64 108,623 472.60 93,730 493.20 5,381 392.40 9,363 314.50

65–69 587,417 524.70 514,185 544.40 29,565 435.10 43,002 353.80

65 130,343 506.70 112,580 528.40 6,565 416.70 11,013 339.80

66 123,500 522.80 106,933 545.20 6,459 430.50 9,973 345.50

67 116,246 530.20 101,508 550.00 6,002 441.80 8,617 360.70

68 110,291 531.00 97,512 548.50 5,423 441.80 7,233 364.00

69 107,037 536.50 95,652 552.00 5,116 449.30 6,166 370.90

70–74 466,655 523.00 425,083 534.50 20,727 436.40 20,003 372.50

70 101,179 534.60 91,055 549.00 4,669 446.00 5,316 369.60

71 97,480 528.50 88,375 541.10 4,314 442.10 4,618 373.70

72 94,852 522.00 86,421 533.30 4,321 434.30 3,959 375.90

73 89,250 513.90 81,885 523.80 3,859 432.00 3,306 373.30

74 83,894 513.30 77,347 522.80 3,564 424.20 2,804 370.50

75–79 382,466 513.20 358,058 520.20 13,361 430.90 9,852 379.20

75 84,554 513.20 78,424 521.50 3,388 433.20 2,501 372.50

76 81,721 514.80 76,359 522.00 2,914 437.70 2,195 376.30

77 79,224 513.80 74,341 520.60 2,598 433.50 2,036 380.30

78 71,321 512.70 67,095 519.30 2,330 422.90 1,664 384.20

79 65,646 510.90 61,839 517.10 2,131 423.70 1,456 388.00

80–84 226,416 500.40 214,355 505.20 6,668 422.30 4,577 398.90

85–89 81,639 504.70 77,914 508.30 2,100 420.30 1,347 425.30

90–94 12,290 525.20 11,752 529.20 314 430.10 191 446.70

95 or older 854 483.20 796 490.10 35 358.20 22 419.00

(Continued)

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

sex, age, and race, December 2007—Continued

Age and type of benefit

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits: Summary

5.24 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Wives (cont.)

By type of benefit

Wives of retired workers 1,948,761 516.40 1,766,393 529.30 81,191 432.30 97,114 356.20

Wives of disabled workers 65,216 323.10 54,903 325.70 4,909 312.80 5,173 305.70

Husbands

Subtotal 15,386 281.30 10,180 281.40 2,072 317.20 3,068 257.30

Nondisabled widow(er)s

Total 2,455,214 969.10 1,810,278 980.50 214,946 788.00 424,416 1,013.80

60–64 434,834 1,034.00 140,960 1,095.00 19,313 882.80 274,114 1,013.50

60 54,884 1,020.90 14,955 1,086.20 2,041 881.90 37,846 1,002.70

61 75,919 1,005.40 22,844 1,063.70 3,206 855.20 49,801 988.40

62 85,000 1,029.50 26,021 1,094.70 3,827 882.00 55,072 1,009.20

63 101,110 1,042.70 33,796 1,102.00 4,651 882.90 62,550 1,022.70

64 117,921 1,054.30 43,344 1,109.10 5,588 899.50 68,845 1,032.70

65–69 529,940 1,051.10 369,706 1,062.70 47,481 854.80 111,960 1,097.40

65 134,793 1,044.20 76,475 1,061.80 10,259 841.00 47,883 1,060.20

66 110,492 1,079.00 72,562 1,080.80 9,335 868.40 28,454 1,144.30

67 100,565 1,064.30 73,960 1,071.60 9,508 869.30 16,943 1,143.60

68 92,899 1,041.60 72,779 1,057.10 9,248 856.90 10,715 1,099.60

69 91,191 1,022.50 73,930 1,042.40 9,131 839.10 7,965 1,051.80

70–74 395,098 978.10 335,536 1,007.90 43,242 806.40 15,174 814.30

70 79,216 997.60 66,754 1,029.90 8,552 822.00 3,742 833.70

71 79,163 988.10 67,122 1,017.80 8,651 819.40 3,152 827.00

72 80,660 974.90 68,559 1,005.80 8,836 796.00 3,032 803.50

73 80,587 970.00 68,620 997.90 8,981 806.70 2,738 810.10

74 75,472 959.00 64,481 987.90 8,222 787.40 2,510 787.00

75–79 393,998 944.60 342,007 970.80 40,435 770.80 10,258 764.50

75 77,951 952.60 66,868 980.60 8,462 781.20 2,345 775.20

76 77,727 950.50 67,427 976.70 7,920 775.80 2,105 777.00

77 81,558 947.90 70,717 974.70 8,431 771.40 2,132 766.20

78 78,861 942.10 68,752 968.00 8,001 766.30 1,867 752.40

79 77,901 929.80 68,243 954.10 7,621 758.30 1,809 746.80

80–84 356,652 901.10 314,371 923.00 34,138 731.80 7,076 748.70

85–89 229,914 871.90 205,218 891.50 20,064 702.80 3,997 716.20

90–94 86,520 813.20 77,475 831.80 7,514 647.00 1,372 671.60

95 or older 28,258 779.10 25,005 796.70 2,759 638.00 465 662.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 32,753 persons of unknown race.

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

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

sex, age, and race, December 2007—Continued

Age and type of benefit

All races a White Black Other b

Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.25

Table 5.A4—Number and total monthly benefits, by trust fund and type of benefit, December 1940–2007,

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

1990 39,832,125 35,566,144 4,265,981 24,838,100 3,011,294 3,366,975 3,187,010 303,923 5,111,482 5,908 7,433

1991 40,592,173 36,079,133 4,513,040 25,288,719 3,194,938 3,370,454 3,268,252 300,661 5,158,383 5,467 5,299

1992 41,507,188 36,617,492 4,889,696 25,757,727 3,467,783 3,382,189 3,391,173 294,176 5,205,375 5,083 3,682

1993 42,245,719 36,992,153 5,253,566 26,104,305 3,725,966 3,367,206 3,527,483 289,350 5,224,279 4,673 2,457

1994 42,883,470 37,299,951 5,583,519 26,407,756 3,962,954 3,337,484 3,653,887 283,072 5,232,379 4,318 1,620

1995 43,387,259 37,529,603 5,857,656 26,672,806 4,185,263 3,289,551 3,734,097 275,020 5,225,519 3,976 1,027

1996 43,736,836 37,664,802 6,072,034 26,898,072 4,385,623 3,194,080 3,802,791 242,135 5,209,812 3,670 653

1997 43,971,086 37,818,047 6,153,039 27,274,572 4,508,134 3,129,129 3,771,774 230,222 5,053,442 3,419 394

1998 44,245,731 37,911,161 6,334,570 27,510,535 4,698,319 3,054,073 3,768,928 220,610 4,989,855 3,186 225

1999 44,595,624 38,071,894 6,523,730 27,774,677 4,879,455 2,987,307 3,794,795 212,401 4,943,915 2,931 143

2000 45,414,794 38,741,432 6,673,362 28,498,945 5,042,334 2,963,326 3,802,863 203,052 4,901,437 2,748 89

2001 45,877,506 38,964,263 6,913,243 28,836,774 5,274,183 2,898,861 3,839,381 197,375 4,828,327 2,564 41

2002 46,444,317 39,233,049 7,221,268 29,190,137 5,543,981 2,832,767 3,910,256 194,117 4,770,638 2,400 21

2003 47,038,486 39,443,034 7,595,452 29,531,611 5,873,673 2,772,577 3,960,909 190,252 4,707,215 2,238 21

2004 47,687,693 39,737,824 7,949,869 29,952,465 6,198,271 2,721,657 3,986,319 183,829 4,643,035 2,108 9

2005 48,434,281 40,128,579 8,305,702 30,460,836 6,518,989 2,680,259 4,024,815 178,396 4,568,991 1,992 3

2006 49,122,624 40,510,508 8,612,116 30,976,143 6,806,918 2,632,069 4,040,530 171,453 4,493,620 1,889 2

2007 49,864,838 40,948,624 8,916,214 31,527,728 7,098,723 2,584,884 4,050,691 164,665 4,436,338 1,809 --

(Continued)
5.A OASDI Current-Pay Benefits: Summary

5.26 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

1990 21,686,763 19,716,655 1,970,108 14,966,531 1,768,313 1,004,852 991,628 124,340 2,827,012 2,849 1,238

1991 23,076,535 20,912,298 2,164,237 15,914,665 1,946,823 1,049,463 1,045,006 127,510 2,989,385 2,767 915

1992 24,442,156 22,033,164 2,408,992 16,810,432 2,171,080 1,089,504 1,100,812 128,748 3,138,250 2,676 655

1993 25,662,445 23,011,870 2,650,575 17,595,964 2,390,829 1,117,643 1,160,403 129,752 3,264,849 2,557 448

1994 26,936,223 24,032,186 2,904,037 18,415,099 2,620,982 1,144,466 1,226,468 131,463 3,394,982 2,459 303

1995 28,148,078 24,993,131 3,154,947 19,199,157 2,853,365 1,164,029 1,283,288 131,430 3,514,262 2,349 197

1996 29,426,079 26,017,474 3,408,605 20,038,023 3,087,223 1,177,458 1,356,685 124,678 3,639,632 2,252 129

1997 30,463,716 26,884,933 3,578,782 20,864,462 3,252,919 1,185,143 1,389,552 122,488 3,646,898 2,173 79

1998 31,298,873 27,519,891 3,778,982 21,449,654 3,444,259 1,179,882 1,417,362 120,247 3,685,349 2,074 46

1999 32,578,327 28,548,030 4,030,297 22,339,070 3,679,691 1,188,814 1,473,988 120,157 3,774,601 1,975 30

2000 34,848,920 30,517,277 4,331,642 24,066,918 3,965,304 1,233,598 1,547,808 120,812 3,912,527 1,934 19

2001 36,504,206 31,823,443 4,680,763 25,215,898 4,295,600 1,246,333 1,624,285 122,526 3,997,687 1,868 9

2002 37,854,453 32,823,008 5,031,445 26,125,090 4,625,445 1,242,317 1,692,471 124,267 4,043,051 1,806 5

2003 39,541,528 34,048,860 5,492,667 27,230,634 5,060,493 1,247,504 1,763,910 126,278 4,110,963 1,744 3

2004 41,574,348 35,573,407 6,000,941 28,601,329 5,542,045 1,262,709 1,838,926 126,734 4,200,895 1,707 2

2005 44,351,668 37,743,696 6,607,972 30,521,815 6,114,705 1,298,722 1,945,508 129,246 4,339,977 1,694 1

2006 46,938,032 39,763,705 7,174,327 32,351,856 6,655,048 1,322,423 2,031,723 129,721 4,445,575 1,685 1

2007 49,218,145 41,552,564 7,665,581 34,004,494 7,127,082 1,333,410 2,095,892 128,742 4,526,864 1,661 --

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: . . . = not applicable; -- = not available.

Table 5.A4—Number and total monthly benefits, by trust fund and type of benefit, December 1940–2007,

selected years—Continued

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
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.27

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 5.A5—Number and average age, by type of

benefit, December 2007

Type of benefit

Number

(thousands)

Average

age

Total, OASDI 49,865 66

OASI 40,949 71

Retired workers 31,528 74

Spouses of retired workers 2,432 73

Children of retired workers 494 24

Under age 18 282 13

Disabled adult children 196 41

Students, aged 18–19 16 18

Children of deceased workers 1,892 22

Under age 18 1,303 12

Disabled adult children 521 48

Students, aged 18–19 68 18

Nondisabled widow(er)s 4,211 77

Widowed mothers and fathers 165 43

Disabled widow(er)s 225 59

Parents of deceased workers 2 82

DI 8,916 45

Disabled workers 7,099 52

Spouses of disabled workers 153 54

Children of disabled workers 1,665 13

Under age 18 1,535 12

Disabled adult children 77 27

Students, aged 18–19 52 18

SOURCE: Social Security Administration, Master Beneficiary Record, 

100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 5.A6—Number and average monthly benefit,

by age, sex, type of benefit, and race,

December 2007

Type of benefit All races a

a. Includes 166,514 persons of unknown race. In years prior to 1993, persons of 

unknown race were included with White.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, 

and a subset of the total number of beneficiaries of Hispanic origin. The distribution of beneficiaries among those three groups is not available.

Number (thousands)

Total, OASDI 49,865 40,888 5,125 3,685

By age and sex

Adults 45,814 38,360 4,320 2,987

Men 20,005 16,892 1,839 1,210

Women 25,809 21,468 2,481 1,777

Children 4,051 2,527 806 698

Under age 18 3,120 1,865 639 600

Disabled adult children 795 578 137 77

Students, aged 18–19 136 84 30 21

Retired workers and their 

spouses and children 34,454 30,072 2,826 1,496

Retired workers 31,528 27,558 2,614 1,301

Spouses 2,432 2,158 114 155

Children 494 356 98 40

Disabled workers and their 

spouses and children 8,916 6,130 1,560 1,143

Disabled workers 7,099 4,953 1,200 874

Spouses 153 115 17 21

Children 1,665 1,063 343 248

Survivors of deceased 

workers 6,495 4,686 740 1,047

Nondisabled widow(er)s 4,211 3,361 323 515

Disabled widow(er)s 225 110 31 83

Widowed mothers and 

fathers 165 104 21 39

Children 1,892 1,109 364 410

Parents 2 1 c

c. Less than 500.

1

Average monthly benefit (dollars)

Retired workers 1,078.60 1,100.70 953.60 865.00

Men 1,215.70 1,246.50 1,037.00 925.70

Women 935.20 947.20 880.30 787.40

Disabled workers 1,004.00 1,043.60 931.80 899.80

Men 1,125.90 1,180.70 1,003.00 988.90

Women 865.60 880.30 859.90 810.40

Widowed mothers and 

fathers 781.80 841.90 673.60 678.90

Nondisabled widow(er)s 1,040.40 1,064.50 830.40 1,015.80

Surviving children 704.30 763.90 588.90 646.10

SOURCE: Social Security Administration, Master Beneficiary Record, 

100 percent data.

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.

Totals do not necessarily equal the sum of rounded components.
5.A OASDI Current-Pay Benefits: Summary

5.28 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

December 2007

Type of benefit and basis of entitlement

All races a

a. Includes 82,562 persons of unknown race. In years prior to 1993, persons of unknown race were included with White.

White Black Other b

b. Includes Asians and Pacific Islanders, American Indians and Alaska Natives, and a subset of the total number of beneficiaries of Hispanic origin. The distribution of 

beneficiaries among those three groups is not available.

Number

(thousands)

Average

monthly

benefit

(dollars)

Number

(thousands)

Average

monthly

benefit

(dollars)

Number

(thousands)

Average

monthly

benefit

(dollars)

Number

(thousands)

Average

monthly

benefit

(dollars)

All women

Total c

c. Excludes parents and disabled adult children receiving benefits because of a childhood disability.

25,807 899.50 21,468 914.00 2,480 840.70 1,777 810.80

Workers 18,741 922.80 15,682 937.50 1,989 874.20 1,007 797.40

Retired 15,416 935.20 13,421 947.20 1,392 880.30 571 787.40

Full benefit 3,750 1,063.30 3,118 1,087.70 443 963.40 178 889.70

Reduced benefit 11,666 894.00 10,304 904.70 950 841.60 393 741.00

Disabled 3,325 865.60 2,261 880.30 596 859.90 436 810.40

Wives of retired and disabled workers 2,535 520.10 2,244 538.70 125 422.80 160 339.50

Entitlement based on care of children 119 298.00 84 323.70 15 266.90 19 210.90

Husband retired 42 456.70 32 483.50 5 407.50 5 321.40

Husband disabled 76 210.50 52 223.50 10 195.20 14 175.50

Entitlement based on age 2,417 531.00 2,160 547.10 109 444.40 142 356.30

Husband retired 2,346 537.00 2,100 553.10 104 450.80 136 358.00

Full benefit 397 638.40 334 679.10 23 517.20 39 362.60

Reduced benefit 1,949 516.40 1,766 529.30 81 432.30 97 356.10

Husband disabled 71 331.30 60 333.30 6 325.90 6 316.50

Widows 4,531 1,015.30 3,542 1,047.70 367 800.70 609 957.20

Entitlement based on care of children 154 788.90 98 850.40 20 674.40 36 684.20

Nondisabled, aged 60 or older 4,160 1,042.60 3,336 1,065.90 318 830.50 494 1,021.80

Disabled, aged 50–64 216 652.70 107 660.50 30 564.20 79 676.40

Women aged 65 or older

Total c 20,078 922.10 17,482 934.90 1,688 850.80 860 803.10

Entitled as worker 14,157 948.80 12,330 961.30 1,290 886.20 506 804.60

Worker only 8,216 921.60 6,865 937.80 945 863.00 390 784.80

Dually entitled 5,941 986.40 5,465 991.00 345 949.90 116 871.10

Wife’s benefit 2,382 651.10 2,247 654.50 79 588.20 52 606.00

Widow’s benefit 3,559 1,210.90 3,218 1,225.90 266 1,057.20 64 1,087.60

Entitled as wife or widow only 5,921 858.30 5,152 871.80 398 735.80 354 801.00

Wife’s benefit 2,161 539.60 1,941 554.80 96 452.70 119 365.00

Widow’s benefit 3,760 1,041.50 3,212 1,063.30 302 825.80 235 1,021.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

Totals do not necessarily equal the sum of rounded components.
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.29

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

Table 5.A8—Number, average primary insurance amount, and average monthly benefit for persons with 

benefits based on special minimum primary insurance amount, by type of benefit and sex, December 2007

Type of benefit and sex Number

Average primary insurance amount

(dollars)

Average monthly benefit

(dollars)

All beneficiaries 95,474 611.20 763.20

Retirement benefits

Total 88,409 606.50 780.40

Retired workers 85,726 607.30 797.40

Men 18,303 574.20 510.10

Women 67,423 616.30 875.40

Wives and husbands of retired workers 2,380 577.70 235.00

Children of retired workers 303 602.10 248.60

Disability benefits

Total 20 596.80 554.50

Survivor benefits

Total 7,045 670.30 548.50

Nondisabled widow(er)s 5,752 668.90 562.80

Disabled widow(er)s 99 671.80 421.60

Widowed mothers and fathers 19 649.10 446.30

Children of deceased workers 1,175 677.20 490.90

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.A OASDI Current-Pay Benefits: Summary

5.30 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

and age, December 2007

Type of benefit

Total,

60 or

older 60–61 62–64 65–69 70–74 75–79 80–84 85–89 90–99

100 or

older

Number (thousands)

All beneficiaries

Total 40,447 935 4,393 9,961 8,198 6,839 5,304 3,178 1,594 45

Retired workers 31,528 . . . 2,744 8,376 7,004 5,598 4,182 2,420 1,174 30

Widow(er)s, parents, and mothers and fathers 4,341 181 370 626 580 733 807 634 395 15

Wives and husbands 2,475 5 265 660 595 496 309 121 24 a

a. Fewer than 500 beneficiaries.

Disabled workers 1,986 728 989 269 . . . . . . . . . . . . . . . . . .

Disabled adult children 118 21 25 30 19 12 7 3 1 a

Men

Subtotal 17,351 417 1,935 4,659 3,781 2,971 2,077 1,087 418 6

Retired workers 16,112 . . . 1,364 4,472 3,755 2,952 2,066 1,082 415 6

Widowers, parents, and fathers 55 12 17 13 4 4 3 2 1 a

Husbands 48 a 3 11 13 11 6 3 1 a

Disabled workers 1,080 394 539 148 . . . . . . . . . . . . . . . . . .

Disabled adult children 56 11 12 15 9 5 2 1 a a

Women

Subtotal 23,097 519 2,458 5,302 4,417 3,868 3,227 2,091 1,176 39

Retired workers 15,416 . . . 1,380 3,904 3,249 2,646 2,116 1,338 759 23

Widows, parents, and mothers 4,285 169 353 613 576 729 804 632 393 15

Wives 2,428 5 262 649 582 486 302 118 23 a

Disabled workers 905 334 450 121 . . . . . . . . . . . . . . . . . .

Disabled adult children 62 11 12 15 10 7 4 2 a a

Average monthly benefit (dollars)

All beneficiaries

Total 1,040.40 1,068.10 963.80 1,085.30 1,028.30 1,019.30 1,030.90 1,048.10 1,126.60 976.80

Retired workers 1,078.60 . . . 955.70 1,130.40 1,071.20 1,061.70 1,069.80 1,072.60 1,165.90 1,002.70

Widow(er)s, parents, and mothers and fathers 1,029.20 915.30 974.40 1,070.50 1,028.30 1,030.20 1,024.00 1,052.50 1,043.50 928.90

Wives and husbands 526.30 457.20 457.20 530.50 535.90 534.80 532.50 547.30 591.20 541.50

Disabled workers 1,123.20 1,120.70 1,125.10 1,122.60 . . . . . . . . . . . . . . . . . .

Disabled adult children 662.70 705.10 693.90 685.40 636.70 597.60 567.10 542.50 511.90 423.60

Men

Subtotal 1,216.40 1,268.90 1,172.50 1,302.70 1,206.00 1,178.10 1,164.90 1,120.30 1,279.20 1,098.80

Retired workers 1,215.70 . . . 1,123.20 1,307.40 1,210.90 1,182.90 1,169.00 1,123.60 1,283.90 1,104.00

Widowers, parents, and fathers 837.60 742.70 894.70 986.40 787.20 718.00 658.00 633.00 627.70 605.00

Husbands 303.10 a 253.60 316.30 314.00 296.60 290.30 296.20 306.80 a

Disabled workers 1,314.30 1,300.30 1,321.30 1,325.80 . . . . . . . . . . . . . . . . . .

Disabled adult children 660.60 697.60 686.10 679.50 629.40 593.50 557.70 537.80 a a

Women

Subtotal 908.30 906.90 799.60 894.20 876.20 897.30 944.70 1,010.60 1,072.40 956.60

Retired workers 935.20 . . . 790.10 927.50 909.70 926.60 973.00 1,031.30 1,101.40 975.20

Widows, parents, and mothers 1,031.70 927.00 978.30 1,072.30 1,029.90 1,031.70 1,025.30 1,053.70 1,044.90 929.90

Wives 530.70 459.00 459.20 534.20 540.90 540.10 537.70 552.90 602.30 575.40

Disabled workers 895.10 909.10 890.20 874.80 . . . . . . . . . . . . . . . . . .

Disabled adult children 664.50 712.90 701.70 691.20 642.80 600.60 572.40 544.60 a a

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.31

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

type of benefit, and dual entitlement status, December 1960–2007, selected years

Entitlement 1960 1970 1975 1980 1985 1990 1995 2000 2005 2007

Number (thousands)

All women 62 or older a

a. Excludes disabled adult children.

6,619 11,374 14,010 16,350 18,412 19,954 20,888 21,381 22,066 22,526

Entitled as worker b

b. Includes disabled workers.

2,866 5,753 7,586 9,304 10,805 12,037 12,974 14,013 15,291 15,987

Worker only 2,563 4,786 5,926 6,710 7,096 7,359 7,554 8,117 9,126 9,716

Dually entitled c

c. Includes parents. Excludes dually entitled disabled workers.

303 967 1,660 2,594 3,709 4,678 5,420 5,896 6,165 6,271

Wife’s benefit 159 388 617 1,016 1,594 2,077 2,398 2,568 2,650 2,706

Widow’s benefit 141 574 1,039 1,575 2,112 2,600 3,022 3,327 3,514 3,565

Entitled as wife or widow only c 3,753 5,621 6,424 7,046 7,607 7,917 7,914 7,368 6,775 6,539

Wife’s benefit 2,174 2,546 2,745 2,884 3,018 3,059 2,985 2,768 2,511 2,423

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 4,264 4,115

Percentage distribution

All women 62 or older a 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Entitled as worker b 43.3 50.6 54.1 56.9 58.7 60.3 62.1 65.5 69.3 70.1

Worker only 38.7 42.1 42.3 41.0 38.5 36.9 36.2 38.0 41.4 43.1

Dually entitled c 4.6 8.5 11.8 15.9 20.1 23.4 25.9 27.6 28.0 27.8

Wife’s benefit 2.4 3.4 4.4 6.2 8.7 10.4 11.5 12.0 12.0 12.0

Widow’s benefit 2.1 5.0 7.4 9.6 11.5 13.0 14.4 15.6 16.0 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 30.7 29.0

Wife’s benefit 32.8 22.4 19.6 17.6 16.4 15.3 14.3 12.9 11.4 10.8

Widow’s benefit d 23.4 26.8 26.1 25.4 24.9 24.3 23.6 21.5 19.3 18.3

SOURCE: Social Security Administration, Master Beneficiary Record. All data for 2005 and dual entitlement data for 1995 and 2000 are based on a 10 percent sample. All 

other years are 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

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

type of benefit, and dual entitlement status, December 2007

Entitlement 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 and disabled adult children.

20,077,545 5,285,520 4,406,417 3,860,492 3,222,325 2,088,934 1,213,857

Entitled as worker 14,156,856 4,024,586 3,249,257 2,645,838 2,116,358 1,338,460 782,357

Worker only 8,215,773 2,900,217 2,047,166 1,414,684 967,985 526,036 359,685

Dually entitled 5,941,083 1,124,369 1,202,091 1,231,154 1,148,373 812,424 422,672

Wife’s benefit 2,382,254 825,756 671,537 485,833 279,468 102,892 16,768

Widow’s benefit 3,558,829 298,613 530,554 745,321 868,905 709,532 405,904

Entitled as wife or widow only 5,920,689 1,260,934 1,157,160 1,214,654 1,105,967 750,474 431,500

Wife’s benefit 2,160,546 649,077 581,730 485,618 302,338 118,410 23,373

Widow’s benefit 3,760,143 611,857 575,430 729,036 803,629 632,064 408,127

Average monthly benefit (dollars)

All women 65 or older a 922.10 894.90 876.70 897.80 945.20 1,011.00 1,069.00

Entitled as worker 948.80 926.00 909.70 926.60 973.00 1,031.30 1,097.60

Worker only 921.60 960.50 908.60 879.70 879.20 880.80 1,020.70

Dually entitled 986.40 836.80 911.70 980.40 1,052.00 1,128.80 1,163.10

Wife’s benefit 651.10 683.60 652.80 625.70 609.50 611.40 661.10

Widow’s benefit 1,210.90 1,260.50 1,239.30 1,211.50 1,194.40 1,203.80 1,183.80

Entitled as wife or widow only 858.30 795.60 784.10 835.20 892.00 974.80 1,017.10

Wife’s benefit 539.60 534.20 540.90 540.10 537.70 552.90 602.20

Widow’s benefit 1,041.50 1,072.80 1,030.00 1,031.80 1,025.30 1,053.80 1,040.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.A OASDI Current-Pay Benefits: Summary

5.32 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

December 2007

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. Excludes student beneficiaries aged 18–19.

46,609 7,097 4,393 35,119 1,022.30 924.80 963.80 1,049.30

Retired workers 31,528 . . . 2,744 28,783 1,078.60 . . . 955.70 1,090.30

Disabled workers 7,099 5,841 989 269 1,004.00 978.00 1,125.10 1,122.60

Wives and husbands of retired workers 2,432 37 223 2,172 531.50 448.50 484.50 537.70

Wives and husbands of disabled workers 153 77 42 33 267.00 208.20 313.50 344.00

Nondisabled widow(er)s 4,211 131 304 3,777 1,040.40 1,011.90 1,043.50 1,041.20

Disabled widow(er)s 225 153 62 10 645.50 646.60 643.40 641.30

Mothers and fathers 165 159 4 1 781.80 779.90 845.50 803.70

Disabled adult children 795 698 25 72 660.30 661.30 693.90 639.20

Men

Subtotal 20,439 3,505 1,935 14,999 1,183.60 1,031.60 1,172.40 1,220.60

Retired workers 16,112 . . . 1,364 14,747 1,215.70 . . . 1,123.20 1,224.30

Disabled workers 3,774 3,087 539 148 1,125.90 1,082.20 1,321.30 1,325.80

Husbands of retired workers 44 b

b. Fewer than 500 beneficiaries.

2 43 308.40 410.20 291.80 308.90

Husbands of disabled workers 5 2 1 3215.00 169.30 185.70 254.70

Nondisabled widowers 51 9 15 26 864.50 794.50 941.00 845.30

Disabled widowers 9 7 2 b 468.80 466.50 480.60 447.20

Fathers 10 10 b b 676.80 674.80 825.20 631.10

Disabled adult children 434 389 12 32 658.00 658.80 686.10 638.20

Women

Subtotal 26,170 3,592 2,458 20,120 896.30 820.50 799.60 921.60

Retired workers 15,416 . . . 1,380 14,036 935.20 . . . 790.00 949.50

Disabled workers 3,325 2,754 450 121 865.60 861.20 890.20 874.80

Wives of retired workers 2,388 37 221 2,130 535.60 448.60 485.90 542.30

Wives of disabled workers 148 76 41 31 268.80 209.10 316.30 351.50

Nondisabled widows 4,160 121 289 3,750 1,042.60 1,028.80 1,048.90 1,042.50

Disabled widows 216 146 60 10 652.70 655.10 648.00 645.40

Mothers 154 149 4 1 788.90 787.10 846.20 806.20

Disabled adult children 361 309 12 39 663.10 664.60 701.70 640.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.
5.A OASDI Current-Pay Benefits: Summary

Annual Statistical Supplement, 2008 ♦ 5.33

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

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

December 1957–2007

Year

Number Average monthly benefit (dollars)

All disabled

beneficiaries Workers

Disabled adult

children Widow(er)s Workers

Disabled adult

children Widow(er)s

1957 178,719 149,850 28,869 . . . 72.76 38.62 . . .

1958 284,744 237,719 47,025 . . . 82.10 39.62 . . .

1959 416,896 334,443 82,453 . . . 89.00 42.96 . . .

1960 559,425 455,371 104,054 . . . 89.31 44.15 . . .

1961 742,296 618,075 124,221 . . . 89.59 45.28 . . .

1962 888,131 740,867 147,264 . . . 89.99 45.67 . . .

1963 993,656 827,014 166,642 . . . 90.59 46.45 . . .

1964 1,077,695 894,173 183,522 . . . 91.12 47.35 . . .

1965 1,186,464 988,074 198,390 . . . 97.76 51.77 . . .

1966 1,310,911 1,097,190 213,721 . . . 98.09 52.42 . . .

1967 1,422,778 1,193,120 229,658 . . . 98.43 53.41 . . .

1968 1,560,517 1,295,300 243,654 21,563 111.86 61.83 72.25

1969 1,690,982 1,394,291 257,222 39,469 112.74 62.79 71.02

1970 1,812,786 1,492,948 270,557 49,281 131.26 73.21 82.00

1971 1,990,098 1,647,684 285,671 56,743 146.52 81.37 90.11

1972 2,202,090 1,832,916 305,007 64,167 179.32 98.81 109.54

1973 2,415,383 2,016,626 319,988 78,769 183.00 100.14 111.14

1974 2,670,092 2,236,882 341,082 92,128 205.70 112.45 125.87

1975 2,960,620 2,488,774 362,335 109,511 225.90 122.80 137.70

1976 3,171,198 2,670,208 381,563 119,427 245.17 132.32 147.01

1977 3,368,954 2,837,432 404,246 127,276 265.30 142.12 156.11

1978 3,429,421 2,879,774 419,896 129,751 288.30 153.66 165.46

1979 3,435,761 2,870,590 435,338 129,833 322.00 171.55 180.52

1980 3,436,429 2,858,680 450,169 127,580 370.70 198.95 205.02

1981 3,361,130 2,776,519 463,021 121,590 413.20 224.51 226.58

1982 3,192,379 2,603,599 472,408 116,372 440.60 245.07 242.11

1983 3,168,992 2,569,029 488,372 111,591 456.20 257.78 250.33

1984 3,212,040 2,596,516 506,373 109,151 470.70 270.28 306.24

1985 3,289,485 2,656,638 525,842 107,005 483.80 281.92 315.26

1986 3,380,480 2,728,463 545,043 106,974 487.90 288.79 319.74

1987 3,453,414 2,785,859 561,273 106,282 508.20 304.32 333.89

1988 3,507,707 2,830,284 574,300 103,123 529.50 320.21 348.05

1989 3,583,451 2,895,364 586,457 101,630 556.00 339.47 366.72

1990 3,712,763 3,011,294 600,480 100,989 587.20 361.71 388.93

1991 3,925,472 3,194,938 616,045 114,489 609.40 378.86 406.96

1992 4,236,080 3,467,783 636,973 131,324 626.10 393.61 422.65

1993 4,529,466 3,725,966 656,485 147,015 641.70 407.20 434.20

1994 4,796,313 3,962,954 672,683 160,676 661.40 422.40 446.30

1995 5,044,388 4,185,263 686,101 173,024 681.80 437.30 458.30

1996 5,264,321 4,385,623 696,787 181,911 703.90 454.30 471.00

1997 5,400,781 4,508,134 704,709 187,938 721.60 468.60 480.40

1998 5,605,272 4,698,319 712,772 194,181 733.10 479.40 487.30

1999 5,798,776 4,879,455 720,526 198,795 754.10 495.60 499.90

2000 5,972,450 5,042,334 728,689 201,427 786.40 518.30 519.70

2001 6,214,972 5,274,183 736,546 204,243 814.50 537.60 536.70

2002 6,495,868 5,543,981 744,529 207,358 834.30 550.40 548.10

2003 6,835,846 5,873,673 752,814 209,359 861.60 567.00 563.80

2004 7,168,270 6,198,271 759,264 210,735 894.10 587.60 582.70

2005 7,500,525 6,518,989 768,535 213,001 938.00 616.30 609.40

2006 7,803,692 6,806,918 776,596 220,178 977.70 642.40 630.70

2007 8,118,382 7,098,723 794,677 224,982 1,004.00 660.30 645.50

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
5.B OASDI Current-Pay Benefits: Retired Workers

5.34 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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 2007

Age

All retired workers Men Women

Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars)

Total 3,240,363 1,271.40 1,397.40 1,889,331 1,430.10 1,533.50 1,351,032 1,049.40 1,207.20

66–69 140,688 1,213.10 1,300.50 72,403 1,363.50 1,439.30 68,285 1,053.70 1,153.30

66 8,801 1,386.60 1,419.10 5,145 1,536.40 1,561.00 3,656 1,175.70 1,219.40

67 35,418 1,293.70 1,356.50 19,604 1,445.60 1,503.10 15,814 1,105.30 1,174.80

68 46,156 1,202.10 1,293.20 23,595 1,347.70 1,430.70 22,561 1,049.80 1,149.30

69 50,313 1,136.20 1,247.00 24,059 1,275.20 1,369.60 26,254 1,008.80 1,134.50

70–74 618,093 1,221.90 1,332.20 340,145 1,390.50 1,468.30 277,948 1,015.70 1,165.60

70 63,849 1,071.50 1,239.00 25,539 1,209.80 1,334.30 38,310 979.40 1,175.50

71 60,272 1,013.90 1,174.00 23,881 1,122.20 1,231.10 36,391 942.90 1,136.60

72 59,400 995.20 1,149.40 24,304 1,100.00 1,201.70 35,096 922.60 1,113.20

73 222,465 1,311.30 1,383.90 136,969 1,463.30 1,511.90 85,496 1,067.70 1,178.70

74 212,107 1,296.00 1,402.20 129,452 1,453.00 1,542.50 82,655 1,050.20 1,182.60

75–79 977,984 1,280.20 1,419.50 592,409 1,443.40 1,573.00 385,575 1,029.40 1,183.50

75 207,359 1,309.40 1,432.40 125,660 1,472.20 1,584.70 81,699 1,059.00 1,198.30

76 202,551 1,280.70 1,422.40 123,293 1,441.10 1,575.30 79,258 1,031.20 1,184.50

77 199,281 1,270.00 1,414.10 121,241 1,433.30 1,570.30 78,040 1,016.20 1,171.50

78 187,297 1,257.60 1,407.70 113,226 1,419.60 1,559.80 74,071 1,009.90 1,175.10

79 181,496 1,280.60 1,419.40 108,989 1,448.50 1,573.80 72,507 1,028.20 1,187.50

80–84 771,781 1,273.00 1,405.00 467,737 1,428.10 1,535.70 304,044 1,034.40 1,203.90

80 174,377 1,291.80 1,431.60 105,710 1,454.10 1,577.40 68,667 1,042.10 1,207.30

81 167,377 1,273.30 1,401.20 101,377 1,430.60 1,535.90 66,000 1,031.70 1,194.40

82 144,881 1,295.20 1,431.60 87,432 1,455.10 1,569.30 57,449 1,051.80 1,222.10

83 149,794 1,261.20 1,385.50 90,794 1,412.00 1,506.50 59,000 1,029.10 1,199.40

84 135,352 1,237.80 1,368.30 82,424 1,381.10 1,478.40 52,928 1,014.70 1,196.80

85–89 478,360 1,229.30 1,370.00 284,228 1,369.60 1,469.90 194,132 1,023.80 1,223.80

85 121,475 1,223.00 1,358.30 73,191 1,364.90 1,463.70 48,284 1,007.90 1,198.60

86 113,035 1,214.60 1,353.40 68,128 1,353.40 1,452.20 44,907 1,003.80 1,203.60

87 98,808 1,198.00 1,341.80 59,062 1,332.00 1,431.00 39,746 999.00 1,209.20

88 77,928 1,229.70 1,373.60 45,715 1,368.10 1,468.80 32,213 1,033.30 1,238.60

89 67,114 1,310.80 1,456.70 38,132 1,467.40 1,575.30 28,982 1,104.90 1,300.70

90 or older 253,457 1,464.80 1,553.90 132,409 1,645.80 1,703.80 121,048 1,266.80 1,389.90

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.35

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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 2007

Age

All retired workers Men Women

Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars) Number

Average

primary

insurance

amount

(dollars)

Average

monthly

benefit

(dollars)

Total 5,207,481 1,118.10 1,178.20 2,808,507 1,344.30 1,345.60 2,398,974 853.20 982.20

65–69 1,858,205 1,293.30 1,323.00 1,085,509 1,503.50 1,503.80 772,696 998.10 1,069.10

65 76,309 1,324.90 1,335.90 45,586 1,531.00 1,530.20 30,723 1,019.30 1,047.70

66 484,151 1,325.90 1,350.10 284,628 1,534.70 1,534.70 199,523 1,027.90 1,086.60

67 455,108 1,309.50 1,338.70 265,411 1,521.90 1,522.40 189,697 1,012.30 1,081.80

68 425,548 1,273.40 1,306.10 247,697 1,482.40 1,482.80 177,851 982.30 1,059.80

69 417,089 1,252.40 1,289.60 242,187 1,463.00 1,463.60 174,902 961.00 1,048.50

70–74 1,642,761 1,134.10 1,181.90 931,355 1,338.90 1,340.00 711,406 865.90 974.90

70 410,367 1,223.60 1,262.40 239,755 1,429.30 1,430.00 170,612 934.70 1,026.90

71 396,296 1,187.20 1,227.90 233,024 1,383.10 1,384.10 163,272 907.60 1,005.10

72 402,372 1,170.40 1,212.40 237,170 1,362.20 1,363.20 165,202 895.00 995.90

73 233,280 973.70 1,040.70 119,228 1,176.50 1,178.20 114,052 761.80 896.80

74 200,446 959.40 1,029.30 102,178 1,161.40 1,163.20 98,268 749.40 890.10

75–79 802,577 930.30 1,014.40 397,784 1,141.50 1,143.70 404,793 722.80 887.30

75 189,261 955.10 1,027.50 95,221 1,160.20 1,162.10 94,040 747.30 891.20

76 171,844 935.40 1,015.50 85,951 1,142.40 1,144.40 85,893 728.20 886.60

77 161,874 923.50 1,008.90 80,379 1,132.00 1,134.40 81,495 717.90 885.10

78 143,789 908.70 1,002.00 70,449 1,124.60 1,126.90 73,340 701.30 882.00

79 135,809 920.40 1,014.30 65,784 1,142.90 1,145.40 70,025 711.40 891.10

80–84 504,723 897.10 1,010.00 238,092 1,127.50 1,130.20 266,631 691.30 902.80

80 121,728 915.80 1,017.40 59,587 1,144.20 1,146.40 62,141 696.80 893.60

81 110,914 901.90 1,010.40 53,871 1,130.00 1,132.50 57,043 686.40 895.10

82 102,730 914.00 1,025.40 48,584 1,146.10 1,148.80 54,146 705.70 914.70

83 90,542 877.50 999.70 41,074 1,110.00 1,112.90 49,468 684.50 905.60

84 78,809 861.80 990.20 34,976 1,089.80 1,093.50 43,833 679.70 907.80

85–89 266,526 865.10 1,005.00 111,465 1,090.30 1,094.20 155,061 703.20 940.90

85 70,084 860.00 994.50 30,657 1,087.10 1,090.30 39,427 683.50 920.10

86 62,961 857.90 998.70 26,832 1,085.80 1,090.00 36,129 688.60 930.90

87 53,394 846.60 992.20 22,055 1,071.20 1,075.70 31,339 688.50 933.40

88 42,284 867.00 1,008.30 17,079 1,090.90 1,094.90 25,205 715.30 949.60

89 37,803 910.70 1,049.60 14,842 1,132.90 1,136.60 22,961 767.00 993.30

90 or older 132,689 949.90 1,083.00 44,302 1,184.80 1,190.50 88,387 832.20 1,029.10

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.B OASDI Current-Pay Benefits: Retired Workers

5.36 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

December 2007

Age

All retired workers Men Women

Number

Average monthly benefit

(dollars)

Number

Average monthly benefit

(dollars)

Number

Average monthly benefit

(dollars)

Before

delayed

retirement

credit

After

delayed

retirement

credit

Before

delayed

retirement

credit

After

delayed

retirement

credit

Before

delayed

retirement

credit

After

delayed

retirement

credit

Total 3,716,309 1,341.60 1,365.30 2,098,540 1,479.80 1,505.50 1,617,769 1,162.20 1,183.50

66–69 144,198 1,283.60 1,295.00 72,672 1,427.10 1,438.30 71,526 1,137.70 1,149.50

66 8,926 1,414.00 1,417.30 5,170 1,556.10 1,559.50 3,756 1,218.50 1,221.40

67 35,864 1,346.40 1,354.10 19,648 1,494.40 1,502.70 16,216 1,167.00 1,174.00

68 47,237 1,276.30 1,288.00 23,679 1,418.00 1,429.90 23,558 1,133.90 1,145.30

69 52,171 1,224.60 1,239.90 24,175 1,353.70 1,368.20 27,996 1,113.10 1,129.20

70–74 662,801 1,301.90 1,318.50 354,822 1,448.00 1,461.40 307,979 1,133.50 1,153.80

70 66,974 1,207.30 1,231.40 25,667 1,313.80 1,332.90 41,307 1,141.00 1,168.40

71 64,043 1,141.20 1,165.90 24,018 1,211.70 1,229.70 40,025 1,098.90 1,127.70

72 64,176 1,116.20 1,139.90 24,447 1,183.50 1,200.20 39,729 1,074.90 1,102.80

73 232,918 1,362.00 1,373.00 140,405 1,498.80 1,507.50 92,513 1,154.50 1,168.70

74 234,690 1,363.80 1,379.70 140,285 1,508.40 1,523.90 94,405 1,148.80 1,165.50

75–79 1,131,899 1,359.80 1,383.40 670,467 1,512.10 1,538.20 461,432 1,138.50 1,158.50

75 235,274 1,382.00 1,402.00 139,587 1,536.30 1,557.30 95,687 1,156.90 1,175.50

76 233,655 1,364.30 1,387.10 139,063 1,516.60 1,541.50 94,592 1,140.40 1,160.20

77 231,854 1,352.00 1,376.80 138,107 1,505.40 1,533.40 93,747 1,125.90 1,146.10

78 219,694 1,343.10 1,368.30 129,866 1,491.70 1,520.20 89,828 1,128.20 1,148.70

79 211,422 1,356.00 1,381.60 123,844 1,508.50 1,537.20 87,578 1,140.40 1,161.50

80–84 904,340 1,338.60 1,364.50 528,402 1,472.00 1,500.90 375,938 1,151.10 1,172.90

80 203,567 1,365.40 1,390.80 119,457 1,513.70 1,542.10 84,110 1,154.80 1,176.00

81 193,794 1,339.00 1,364.10 113,533 1,476.10 1,503.90 80,261 1,145.10 1,166.20

82 173,949 1,358.30 1,385.00 100,513 1,500.30 1,530.00 73,436 1,163.90 1,186.50

83 174,489 1,320.60 1,346.70 101,895 1,444.30 1,473.30 72,594 1,147.10 1,169.10

84 158,541 1,301.70 1,328.50 93,004 1,413.30 1,443.10 65,537 1,143.40 1,166.00

85–89 565,202 1,302.70 1,330.30 321,872 1,403.00 1,433.80 243,330 1,169.90 1,193.30

85 143,164 1,291.70 1,318.80 83,088 1,396.80 1,427.00 60,076 1,146.20 1,169.20

86 133,628 1,286.10 1,313.30 77,328 1,384.40 1,414.70 56,300 1,151.00 1,174.10

87 116,667 1,277.10 1,304.30 66,882 1,365.70 1,396.10 49,785 1,157.90 1,181.00

88 92,280 1,307.00 1,334.60 51,660 1,403.20 1,434.20 40,620 1,184.50 1,207.90

89 79,463 1,383.10 1,412.40 42,914 1,506.40 1,539.50 36,549 1,238.20 1,263.20

90 or older 307,869 1,467.50 1,499.00 150,305 1,628.50 1,665.20 157,564 1,313.90 1,340.40

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.37

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

sex, December 2007

Year of

entitlement

All retired workers Men Women

Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

Total 31,527,728 100.0 . . . 1,078.60 16,111,553 100.0 . . . 1,215.70 15,416,175 100.0 . . . 935.20

Summary data

2000–2007 13,686,674 43.4 . . . 1,109.80 7,255,933 45.0 . . . 1,281.20 6,430,741 41.7 . . . 916.40

1995–1999 6,381,072 20.2 . . . 1,053.10 3,375,265 20.9 . . . 1,191.70 3,005,807 19.5 . . . 897.50

1990–1994 5,123,586 16.3 . . . 1,052.90 2,698,631 16.7 . . . 1,166.90 2,424,955 15.7 . . . 926.20

1985–1989 3,603,636 11.4 . . . 1,040.40 1,734,965 10.8 . . . 1,118.90 1,868,671 12.1 . . . 967.60

1980–1984 1,912,212 6.1 . . . 1,077.00 798,806 5.0 . . . 1,117.60 1,113,406 7.2 . . . 1,047.90

1975–1979 662,446 2.1 . . . 1,108.90 213,693 1.3 . . . 1,177.30 448,753 2.9 . . . 1,076.40

1970–1974 143,335 0.5 . . . 1,003.20 32,121 0.2 . . . 1,021.30 111,214 0.7 . . . 998.00

1965–1969 14,054 b . . . 918.30 2,068 b . . . 934.60 11,986 0.1 . . . 915.50

Before 1965 713 b . . . 797.80 71 b . . . 695.50 642 b . . . 809.10

Single-year data

2007 1,849,332 5.9 5.9 1,115.20 966,312 6.0 6.0 1,299.80 883,020 5.7 5.7 913.10

2006 1,865,807 5.9 11.8 1,111.60 972,528 6.0 12.0 1,290.20 893,279 5.8 11.5 917.30

2005 1,846,704 5.9 17.6 1,097.60 964,974 6.0 18.0 1,268.60 881,730 5.7 17.2 910.40

2004 1,723,919 5.5 23.1 1,106.20 906,101 5.6 23.6 1,280.10 817,818 5.3 22.5 913.40

2003 1,617,727 5.1 28.2 1,118.50 857,857 5.3 29.0 1,291.20 759,870 4.9 27.5 923.50

2002 1,608,499 5.1 33.3 1,118.00 862,844 5.4 34.3 1,285.60 745,655 4.8 32.3 923.90

2001 1,531,138 4.9 38.2 1,095.10 824,277 5.1 39.4 1,253.50 706,861 4.6 36.9 910.30

2000 1,643,548 5.2 43.4 1,116.20 901,040 5.6 45.0 1,277.50 742,508 4.8 41.7 920.40

1999 1,420,874 4.5 47.9 1,074.80 764,844 4.7 49.8 1,224.70 656,030 4.3 46.0 900.00

1998 1,302,330 4.1 52.0 1,049.30 689,611 4.3 54.1 1,191.90 612,719 4.0 49.9 888.90

1997 1,259,059 4.0 56.0 1,045.50 661,364 4.1 58.2 1,184.50 597,695 3.9 53.8 891.60

1996 1,242,962 3.9 60.0 1,044.20 638,871 4.0 62.1 1,175.60 604,091 3.9 57.7 905.30

1995 1,155,847 3.7 63.7 1,048.60 620,575 3.9 66.0 1,174.80 535,272 3.5 61.2 902.20

1994 1,120,179 3.6 67.2 1,051.80 598,122 3.7 69.7 1,175.60 522,057 3.4 64.6 909.90

1993 1,076,855 3.4 70.6 1,050.80 573,478 3.6 73.3 1,168.40 503,377 3.3 67.9 916.90

1992 1,046,474 3.3 73.9 1,052.50 554,426 3.4 76.7 1,165.30 492,048 3.2 71.1 925.50

1991 968,797 3.1 77.0 1,053.40 507,693 3.2 79.8 1,160.80 461,104 3.0 74.0 935.30

1990 911,281 2.9 79.9 1,056.80 464,912 2.9 82.7 1,162.30 446,369 2.9 76.9 946.90

1989 840,750 2.7 82.6 1,048.00 420,297 2.6 85.3 1,144.20 420,453 2.7 79.7 951.80

1988 774,264 2.5 85.0 1,039.30 378,028 2.3 87.7 1,125.80 396,236 2.6 82.2 956.80

1987 724,393 2.3 87.3 1,042.30 346,864 2.2 89.8 1,121.70 377,529 2.4 84.7 969.40

1986 675,904 2.1 89.5 1,036.90 319,287 2.0 91.8 1,103.30 356,617 2.3 87.0 977.40

1985 588,325 1.9 91.3 1,032.80 270,489 1.7 93.5 1,084.40 317,836 2.1 89.1 988.90

1984 503,324 1.6 92.9 1,034.00 223,041 1.4 94.9 1,073.50 280,283 1.8 90.9 1,002.50

1983 453,005 1.4 94.4 1,056.90 195,210 1.2 96.1 1,091.30 257,795 1.7 92.6 1,030.80

1982 381,316 1.2 95.6 1,075.90 158,763 1.0 97.1 1,108.30 222,553 1.4 94.0 1,052.80

1981 312,238 1.0 96.6 1,124.40 124,508 0.8 97.9 1,178.10 187,730 1.2 95.2 1,088.80

1980 262,329 0.8 97.4 1,139.50 97,284 0.6 98.5 1,209.30 165,045 1.1 96.3 1,098.40

1979 208,742 0.7 98.1 1,146.00 73,193 0.5 98.9 1,226.80 135,549 0.9 97.2 1,102.40

1978 159,786 0.5 98.6 1,123.60 52,369 0.3 99.2 1,194.80 107,417 0.7 97.9 1,088.90

1977 117,260 0.4 98.9 1,098.40 37,698 0.2 99.5 1,163.80 79,562 0.5 98.4 1,067.50

1976 102,056 0.3 99.3 1,070.30 29,791 0.2 99.7 1,115.80 72,265 0.5 98.8 1,051.50

1975 74,602 0.2 99.5 1,043.10 20,642 0.1 99.8 1,071.20 53,960 0.4 99.2 1,032.40

(Continued)
5.B OASDI Current-Pay Benefits: Retired Workers

5.38 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Single-year data (cont.)

1974 54,467 0.2 99.7 1,024.70 13,626 0.1 99.9 1,044.80 40,841 0.3 99.5 1,018.00

1973 37,760 0.1 99.8 1,004.10 8,388 0.1 99.9 1,019.80 29,372 0.2 99.7 999.70

1972 24,640 0.1 99.9 990.20 5,024 b 100.0 1,012.00 19,616 0.1 99.8 984.60

1971 16,292 0.1 99.9 979.70 3,255 b 100.0 981.20 13,037 0.1 99.9 979.30

1970 10,176 b 100.0 954.20 1,828 b 100.0 949.80 8,348 0.1 99.9 955.10

1969 6,265 b 100.0 950.70 1,016 b 100.0 977.20 5,249 b 100.0 945.50

1968 3,660 b 100.0 914.10 559 b 100.0 908.50 3,101 b 100.0 915.10

1967 2,203 b 100.0 880.20 279 b 100.0 891.80 1,924 b 100.0 878.60

1966 1,273 b 100.0 879.20 148 b 100.0 901.00 1,125 b 100.0 876.30

1965 653 b 100.0 835.50 66 b 100.0 756.30 587 b 100.0 844.40

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Represents those entitled in specified year or later.

b. Less than 0.05 percent.

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

sex, December 2007—Continued

Year of

entitlement

All retired workers Men Women

Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.39

Table 5.B5—Number, average age, and percentage distribution, by sex and age, December 1940–2007, 

selected years

Year

Number

(thousands) Average age

Percentage distribution

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85 or older

Men

1940 99 68.8 100.0 . . . 74.4 17.4 6.4 1.6 0.2

1945 447 71.7 100.0 . . . 39.9 40.2 15.1 4.0 0.7

1950 1,469 72.2 100.0 . . . 39.1 33.7 20.2 5.9 1.2

1955 3,252 72.7 100.0 . . . 35.7 34.8 20.0 7.6 1.9

1960 5,217 73.2 100.0 . . . 33.8 33.1 21.1 9.0 3.1

1965 6,825 72.9 100.0 6.9 29.7 29.5 19.9 9.9 4.1

1970 7,688 72.6 100.0 7.5 30.1 26.9 19.6 10.6 5.3

1975 9,163 72.3 100.0 9.3 32.2 25.6 17.1 10.1 5.7

1980 10,461 72.2 100.0 9.5 32.1 25.8 16.9 9.5 6.1

1985 11,817 72.3 100.0 10.9 30.2 25.9 17.3 9.6 6.1

1986 12,080 72.4 100.0 10.9 30.3 25.7 17.3 9.7 6.1

1987 12,295 72.4 100.0 10.9 30.2 25.5 17.4 9.9 6.1

1988 12,483 72.4 100.0 10.7 30.0 25.5 17.6 10.0 6.2

1989 12,718 72.5 100.0 10.5 30.1 25.2 17.8 10.1 6.3

1990 12,985 72.5 100.0 10.3 30.0 25.3 17.8 10.2 6.4

1991 13,227 72.6 100.0 10.2 29.5 25.7 17.9 10.3 6.4

1992 13,474 72.7 100.0 10.0 29.2 25.8 17.8 10.5 6.6

1993 13,649 72.8 100.0 9.9 28.9 25.9 17.9 10.7 6.8

1994 13,795 72.8 100.0 9.8 28.3 26.2 17.9 10.9 6.9

1995 13,915 72.9 100.0 9.5 28.0 26.1 18.3 11.1 7.0

1996 14,012 73.1 100.0 9.2 27.6 25.8 18.9 11.3 7.2

1997 14,126 73.2 100.0 9.0 27.2 25.8 19.2 11.4 7.4

1998 14,206 73.3 100.0 9.0 26.6 25.6 19.5 11.6 7.6

1999 14,329 73.3 100.0 9.1 26.4 25.2 19.8 11.7 7.8

2000 14,772 73.2 100.0 9.0 27.6 24.6 19.3 11.7 7.8

2001 14,930 73.3 100.0 8.9 27.6 24.3 19.1 12.1 7.9

2002 15,070 73.3 100.0 8.8 27.9 24.0 19.1 12.4 7.8

2003 15,254 73.3 100.0 8.7 27.9 23.5 19.0 12.6 8.2

2004 15,438 73.4 100.0 8.9 27.7 23.4 18.8 12.8 8.4

2005 15,654 73.4 100.0 9.1 27.4 23.2 18.7 12.8 8.7

2006 15,869 73.5 100.0 9.0 27.5 23.2 18.5 12.8 9.1

2007 16,112 73.5 100.0 8.5 27.8 23.3 18.3 12.8 9.3

(Continued)
5.B OASDI Current-Pay Benefits: Retired Workers

5.40 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Women

1940 13 68.1 100.0 . . . 82.6 12.8 3.9 0.6 a

1945 71 70.8 100.0 . . . 47.1 40.0 10.2 2.3 0.3

1950 302 71.1 100.0 . . . 48.4 32.9 15.0 3.2 0.5

1955 1,222 71.3 100.0 . . . 47.8 32.3 14.6 4.4 0.8

1960 2,845 71.0 100.0 12.6 36.3 29.0 15.0 5.6 1.6

1965 4,276 71.8 100.0 12.2 31.6 28.1 17.6 7.7 2.8

1970 5,661 72.0 100.0 11.5 30.1 25.4 18.7 10.0 4.4

1975 7,424 72.2 100.0 11.8 30.4 24.2 16.9 10.6 6.1

1980 9,101 72.6 100.0 11.2 29.2 24.2 17.1 10.6 7.7

1985 10,615 73.3 100.0 11.0 26.9 23.9 17.9 11.4 8.8

1986 10,901 73.3 100.0 10.8 26.7 23.8 18.0 11.7 9.0

1987 11,145 73.4 100.0 10.7 26.4 23.6 18.1 11.9 9.3

1988 11,944 73.5 100.0 10.5 26.0 23.6 18.2 12.2 9.5

1989 11,608 73.6 100.0 10.2 26.1 23.1 18.4 12.4 9.8

1990 11,842 73.7 100.0 9.9 25.9 23.0 18.5 12.5 10.2

1991 12,048 73.9 100.0 9.5 25.4 23.2 18.6 12.7 10.5

1992 12,272 74.0 100.0 9.3 25.2 23.1 18.5 12.9 10.9

1993 12,447 74.1 100.0 9.0 24.9 23.0 18.6 13.1 11.3

1994 12,607 74.2 100.0 9.0 24.3 23.2 18.4 13.4 11.6

1995 12,757 74.3 100.0 8.8 24.0 23.2 18.5 13.5 11.9

1996 12,887 74.4 100.0 8.7 23.6 22.9 18.8 13.7 12.2

1997 13,155 74.5 100.0 8.6 23.2 23.0 19.0 13.8 12.5

1998 13,304 74.6 100.0 8.7 22.8 22.8 19.0 13.9 12.8

1999 13,453 74.6 100.0 8.8 22.8 22.3 19.3 13.8 13.0

2000 13,734 74.6 100.0 8.9 23.4 21.9 19.1 13.8 13.0

2001 13,912 74.6 100.0 8.9 23.6 21.6 18.8 13.9 13.1

2002 14,096 74.6 100.0 8.8 23.9 21.3 18.7 14.0 13.3

2003 14,294 74.5 100.0 8.8 24.3 21.0 18.5 14.0 13.4

2004 14,534 74.5 100.0 9.0 24.4 20.9 18.1 14.1 13.4

2005 14,821 74.5 100.0 9.4 24.4 20.8 17.8 14.1 13.5

2006 15,107 74.5 100.0 9.4 24.8 20.9 17.5 13.9 13.7

2007 15,416 74.5 100.0 9.0 25.3 21.1 17.2 13.7 13.8

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2005 are based on a 10 percent sample. All other years are 100 percent 

data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Less than 0.05 percent.

Table 5.B5—Number, average age, and percentage distribution, by sex and age, December 1940–2007, 

selected years—Continued

Year

Number

(thousands) Average age

Percentage distribution

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85 or older
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.41

Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by sex and 

monthly benefit, December 2007

Sex and monthly benefit (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent

All retired workers 31,527,728 100.0 8,448,811 100.0 23,078,917 100.0

Less than 400.00 1,594,143 5.1 346,880 4.1 1,247,263 5.4

400.00–449.90 416,453 1.3 73,366 0.9 343,087 1.5

450.00–499.90 600,893 1.9 81,616 1.0 519,277 2.3

500.00–549.90 833,584 2.6 116,447 1.4 717,137 3.1

550.00–599.90 1,082,137 3.4 161,541 1.9 920,596 4.0

600.00–649.90 1,254,201 4.0 196,263 2.3 1,057,938 4.6

650.00–699.90 1,238,541 3.9 224,748 2.7 1,013,793 4.4

700.00–749.90 1,210,579 3.8 247,500 2.9 963,079 4.2

750.00–799.90 1,160,063 3.7 260,499 3.1 899,564 3.9

800.00–849.90 1,085,780 3.4 260,753 3.1 825,027 3.6

850.00–899.90 1,068,258 3.4 258,143 3.1 810,115 3.5

900.00–949.90 1,082,788 3.4 254,955 3.0 827,833 3.6

950.00–999.90 1,116,217 3.5 258,187 3.1 858,030 3.7

1,000.00–1,049.90 1,164,518 3.7 260,674 3.1 903,844 3.9

1,050.00–1,099.90 1,248,266 4.0 262,223 3.1 986,043 4.3

1,100.00–1,149.90 1,302,582 4.1 268,550 3.2 1,034,032 4.5

1,150.00–1,199.90 1,348,300 4.3 271,226 3.2 1,077,074 4.7

1,200.00–1,249.90 1,484,681 4.7 278,574 3.3 1,206,107 5.2

1,250.00–1,299.90 1,353,846 4.3 273,918 3.2 1,079,928 4.7

1,300.00–1,349.90 1,273,075 4.0 279,177 3.3 993,898 4.3

1,350.00–1,399.90 1,218,346 3.9 286,954 3.4 931,392 4.0

1,400.00–1,449.90 1,121,229 3.6 299,247 3.5 821,982 3.6

1,450.00–1,499.90 1,036,333 3.3 319,290 3.8 717,043 3.1

1,500.00–1,549.90 965,393 3.1 346,539 4.1 618,854 2.7

1,550.00–1,599.90 772,525 2.5 312,825 3.7 459,700 2.0

1,600.00–1,649.90 595,268 1.9 289,143 3.4 306,125 1.3

1,650.00–1,699.90 484,357 1.5 266,618 3.2 217,739 0.9

1,700.00–1,749.90 410,647 1.3 238,214 2.8 172,433 0.7

1,750.00–1,799.90 358,805 1.1 224,709 2.7 134,096 0.6

1,800.00–1,849.90 300,862 1.0 196,171 2.3 104,691 0.5

1,850.00–1,899.90 254,061 0.8 171,503 2.0 82,558 0.4

1,900.00 or more 1,090,997 3.5 862,358 10.2 228,639 1.0

Average benefit (dollars) 1,078.60 1,262.30 1,011.30

(Continued)
5.B OASDI Current-Pay Benefits: Retired Workers

5.42 ♦ Annual Statistical Supplement, 2008

Men 16,111,553 100.0 4,698,426 100.0 11,413,127 100.0

Less than 400.00 736,762 4.6 170,732 3.6 566,030 5.0

400.00–449.90 154,591 1.0 32,068 0.7 122,523 1.1

450.00–499.90 197,850 1.2 32,879 0.7 164,971 1.4

500.00–549.90 240,884 1.5 43,046 0.9 197,838 1.7

550.00–599.90 268,371 1.7 57,227 1.2 211,144 1.9

600.00–649.90 284,980 1.8 64,888 1.4 220,092 1.9

650.00–699.90 299,257 1.9 67,791 1.4 231,466 2.0

700.00–749.90 318,532 2.0 71,085 1.5 247,447 2.2

750.00–799.90 338,669 2.1 73,127 1.6 265,542 2.3

800.00–849.90 363,561 2.3 75,478 1.6 288,083 2.5

850.00–899.90 396,805 2.5 79,673 1.7 317,132 2.8

900.00–949.90 438,527 2.7 84,714 1.8 353,813 3.1

950.00–999.90 485,354 3.0 89,953 1.9 395,401 3.5

1,000.00–1,049.90 545,967 3.4 96,609 2.1 449,358 3.9

1,050.00–1,099.90 635,994 3.9 102,867 2.2 533,127 4.7

1,100.00–1,149.90 694,919 4.3 112,642 2.4 582,277 5.1

1,150.00–1,199.90 775,068 4.8 120,607 2.6 654,461 5.7

1,200.00–1,249.90 923,729 5.7 131,684 2.8 792,045 6.9

1,250.00–1,299.90 862,127 5.4 139,154 3.0 722,973 6.3

1,300.00–1,349.90 836,141 5.2 155,776 3.3 680,365 6.0

1,350.00–1,399.90 825,251 5.1 173,339 3.7 651,912 5.7

1,400.00–1,449.90 782,283 4.9 194,639 4.1 587,644 5.1

1,450.00–1,499.90 739,708 4.6 219,403 4.7 520,305 4.6

1,500.00–1,549.90 701,515 4.4 248,755 5.3 452,760 4.0

1,550.00–1,599.90 573,809 3.6 230,231 4.9 343,578 3.0

1,600.00–1,649.90 436,449 2.7 218,843 4.7 217,606 1.9

1,650.00–1,699.90 354,238 2.2 205,176 4.4 149,062 1.3

1,700.00–1,749.90 305,701 1.9 186,132 4.0 119,569 1.0

1,750.00–1,799.90 272,434 1.7 178,324 3.8 94,110 0.8

1,800.00–1,849.90 233,203 1.4 158,067 3.4 75,136 0.7

1,850.00–1,899.90 200,352 1.2 140,581 3.0 59,771 0.5

1,900.00 or more 888,522 5.5 742,936 15.8 145,586 1.3

Average benefit (dollars) 1,215.70 1,421.10 1,131.20

(Continued)

Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by sex and 

monthly benefit, December 2007—Continued

Sex and monthly benefit (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.43

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Women 15,416,175 100.0 3,750,385 100.0 11,665,790 100.0

Less than 400.00 857,381 5.6 176,148 4.7 681,233 5.8

400.00–449.90 261,862 1.7 41,298 1.1 220,564 1.9

450.00–499.90 403,043 2.6 48,737 1.3 354,306 3.0

500.00–549.90 592,700 3.8 73,401 2.0 519,299 4.5

550.00–599.90 813,766 5.3 104,314 2.8 709,452 6.1

600.00–649.90 969,221 6.3 131,375 3.5 837,846 7.2

650.00–699.90 939,284 6.1 156,957 4.2 782,327 6.7

700.00–749.90 892,047 5.8 176,415 4.7 715,632 6.1

750.00–799.90 821,394 5.3 187,372 5.0 634,022 5.4

800.00–849.90 722,219 4.7 185,275 4.9 536,944 4.6

850.00–899.90 671,453 4.4 178,470 4.8 492,983 4.2

900.00–949.90 644,261 4.2 170,241 4.5 474,020 4.1

950.00–999.90 630,863 4.1 168,234 4.5 462,629 4.0

1,000.00–1,049.90 618,551 4.0 164,065 4.4 454,486 3.9

1,050.00–1,099.90 612,272 4.0 159,356 4.2 452,916 3.9

1,100.00–1,149.90 607,663 3.9 155,908 4.2 451,755 3.9

1,150.00–1,199.90 573,232 3.7 150,619 4.0 422,613 3.6

1,200.00–1,249.90 560,952 3.6 146,890 3.9 414,062 3.5

1,250.00–1,299.90 491,719 3.2 134,764 3.6 356,955 3.1

1,300.00–1,349.90 436,934 2.8 123,401 3.3 313,533 2.7

1,350.00–1,399.90 393,095 2.5 113,615 3.0 279,480 2.4

1,400.00–1,449.90 338,946 2.2 104,608 2.8 234,338 2.0

1,450.00–1,499.90 296,625 1.9 99,887 2.7 196,738 1.7

1,500.00–1,549.90 263,878 1.7 97,784 2.6 166,094 1.4

1,550.00–1,599.90 198,716 1.3 82,594 2.2 116,122 1.0

1,600.00–1,649.90 158,819 1.0 70,300 1.9 88,519 0.8

1,650.00–1,699.90 130,119 0.8 61,442 1.6 68,677 0.6

1,700.00–1,749.90 104,946 0.7 52,082 1.4 52,864 0.5

1,750.00–1,799.90 86,371 0.6 46,385 1.2 39,986 0.3

1,800.00–1,849.90 67,659 0.4 38,104 1.0 29,555 0.3

1,850.00–1,899.90 53,709 0.3 30,922 0.8 22,787 0.2

1,900.00 or more 202,475 1.3 119,422 3.2 83,053 0.7

Average benefit (dollars) 935.20 1,063.30 894.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by sex and 

monthly benefit, December 2007—Continued

Sex and monthly benefit (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent
5.B OASDI Current-Pay Benefits: Retired Workers

5.44 ♦ Annual Statistical Supplement, 2008

Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by sex and 

primary insurance amount, December 2007

Sex and primary insurance 

amount (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent

All retired workers 31,527,728 100.0 8,448,811 100.0 23,078,917 100.0

Less than 400.00 2,605,551 8.3 558,640 6.6 2,046,911 8.9

400.00–449.90 535,925 1.7 110,964 1.3 424,961 1.8

450.00–499.90 566,350 1.8 121,093 1.4 445,257 1.9

500.00–549.90 780,776 2.5 180,797 2.1 599,979 2.6

550.00–599.90 989,625 3.1 239,183 2.8 750,442 3.3

600.00–649.90 1,108,671 3.5 256,557 3.0 852,114 3.7

650.00–699.90 1,132,224 3.6 257,402 3.0 874,822 3.8

700.00–749.90 1,122,234 3.6 258,427 3.1 863,807 3.7

750.00–799.90 1,062,531 3.4 253,274 3.0 809,257 3.5

800.00–849.90 1,025,565 3.3 250,515 3.0 775,050 3.4

850.00–899.90 1,000,788 3.2 252,475 3.0 748,313 3.2

900.00–949.90 971,955 3.1 252,044 3.0 719,911 3.1

950.00–999.90 944,122 3.0 250,874 3.0 693,248 3.0

1,000.00–1,049.90 928,642 2.9 252,764 3.0 675,878 2.9

1,050.00–1,099.90 902,759 2.9 246,688 2.9 656,071 2.8

1,100.00–1,149.90 906,856 2.9 250,626 3.0 656,230 2.8

1,150.00–1,199.90 895,553 2.8 247,345 2.9 648,208 2.8

1,200.00–1,249.90 904,352 2.9 248,947 2.9 655,405 2.8

1,250.00–1,299.90 906,734 2.9 244,795 2.9 661,939 2.9

1,300.00–1,349.90 962,439 3.1 256,641 3.0 705,798 3.1

1,350.00–1,399.90 1,010,900 3.2 273,165 3.2 737,735 3.2

1,400.00–1,449.90 1,011,461 3.2 292,540 3.5 718,921 3.1

1,450.00–1,499.90 1,128,029 3.6 330,070 3.9 797,959 3.5

1,500.00–1,549.90 1,241,124 3.9 360,161 4.3 880,963 3.8

1,550.00–1,599.90 1,072,678 3.4 317,210 3.8 755,468 3.3

1,600.00–1,649.90 894,434 2.8 288,820 3.4 605,614 2.6

1,650.00–1,699.90 769,226 2.4 268,652 3.2 500,574 2.2

1,700.00–1,749.90 681,035 2.2 231,231 2.7 449,804 1.9

1,750.00–1,799.90 698,030 2.2 213,234 2.5 484,796 2.1

1,800.00–1,849.90 596,372 1.9 168,896 2.0 427,476 1.9

1,850.00–1,899.90 509,497 1.6 140,960 1.7 368,537 1.6

1,900.00 or more 1,661,290 5.3 573,821 6.8 1,087,469 4.7

Average primary insurance 

amount (dollars) 1,110.60 1,176.90 1,086.30

(Continued)
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.45

Men 16,111,553 100.0 4,698,426 100.0 11,413,127 100.0

Less than 400.00 614,411 3.8 182,113 3.9 432,298 3.8

400.00–449.90 119,603 0.7 32,651 0.7 86,952 0.8

450.00–499.90 122,592 0.8 34,125 0.7 88,467 0.8

500.00–549.90 157,926 1.0 47,341 1.0 110,585 1.0

550.00–599.90 196,896 1.2 61,733 1.3 135,163 1.2

600.00–649.90 229,669 1.4 68,050 1.4 161,619 1.4

650.00–699.90 246,266 1.5 69,299 1.5 176,967 1.6

700.00–749.90 255,126 1.6 71,585 1.5 183,541 1.6

750.00–799.90 259,337 1.6 73,769 1.6 185,568 1.6

800.00–849.90 269,978 1.7 75,844 1.6 194,134 1.7

850.00–899.90 286,775 1.8 80,482 1.7 206,293 1.8

900.00–949.90 305,626 1.9 85,880 1.8 219,746 1.9

950.00–999.90 326,013 2.0 91,018 1.9 234,995 2.1

1,000.00–1,049.90 355,240 2.2 98,482 2.1 256,758 2.2

1,050.00–1,099.90 381,130 2.4 104,055 2.2 277,075 2.4

1,100.00–1,149.90 422,927 2.6 115,443 2.5 307,484 2.7

1,150.00–1,199.90 461,625 2.9 123,866 2.6 337,759 3.0

1,200.00–1,249.90 511,219 3.2 135,904 2.9 375,315 3.3

1,250.00–1,299.90 560,054 3.5 143,886 3.1 416,168 3.6

1,300.00–1,349.90 653,391 4.1 164,967 3.5 488,424 4.3

1,350.00–1,399.90 735,301 4.6 188,957 4.0 546,344 4.8

1,400.00–1,449.90 769,130 4.8 215,037 4.6 554,093 4.9

1,450.00–1,499.90 900,140 5.6 253,864 5.4 646,276 5.7

1,500.00–1,549.90 1,027,149 6.4 285,199 6.1 741,950 6.5

1,550.00–1,599.90 903,482 5.6 257,711 5.5 645,771 5.7

1,600.00–1,649.90 757,244 4.7 240,415 5.1 516,829 4.5

1,650.00–1,699.90 649,637 4.0 227,579 4.8 422,058 3.7

1,700.00–1,749.90 572,726 3.6 197,069 4.2 375,657 3.3

1,750.00–1,799.90 583,700 3.6 182,736 3.9 400,964 3.5

1,800.00–1,849.90 508,667 3.2 145,209 3.1 363,458 3.2

1,850.00–1,899.90 444,391 2.8 122,471 2.6 321,920 2.8

1,900.00 or more 1,524,182 9.5 521,686 11.1 1,002,496 8.8

Average primary insurance 

amount (dollars) 1,356.30 1,378.80 1,347.00

(Continued)

Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by sex and 

primary insurance amount, December 2007—Continued

Sex and primary insurance 

amount (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent
5.B OASDI Current-Pay Benefits: Retired Workers

5.46 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Women 15,416,175 100.0 3,750,385 100.0 11,665,790 100.0

Less than 400.00 1,991,140 12.9 376,527 10.0 1,614,613 13.8

400.00–449.90 416,322 2.7 78,313 2.1 338,009 2.9

450.00–499.90 443,758 2.9 86,968 2.3 356,790 3.1

500.00–549.90 622,850 4.0 133,456 3.6 489,394 4.2

550.00–599.90 792,729 5.1 177,450 4.7 615,279 5.3

600.00–649.90 879,002 5.7 188,507 5.0 690,495 5.9

650.00–699.90 885,958 5.7 188,103 5.0 697,855 6.0

700.00–749.90 867,108 5.6 186,842 5.0 680,266 5.8

750.00–799.90 803,194 5.2 179,505 4.8 623,689 5.3

800.00–849.90 755,587 4.9 174,671 4.7 580,916 5.0

850.00–899.90 714,013 4.6 171,993 4.6 542,020 4.6

900.00–949.90 666,329 4.3 166,164 4.4 500,165 4.3

950.00–999.90 618,109 4.0 159,856 4.3 458,253 3.9

1,000.00–1,049.90 573,402 3.7 154,282 4.1 419,120 3.6

1,050.00–1,099.90 521,629 3.4 142,633 3.8 378,996 3.2

1,100.00–1,149.90 483,929 3.1 135,183 3.6 348,746 3.0

1,150.00–1,199.90 433,928 2.8 123,479 3.3 310,449 2.7

1,200.00–1,249.90 393,133 2.6 113,043 3.0 280,090 2.4

1,250.00–1,299.90 346,680 2.2 100,909 2.7 245,771 2.1

1,300.00–1,349.90 309,048 2.0 91,674 2.4 217,374 1.9

1,350.00–1,399.90 275,599 1.8 84,208 2.2 191,391 1.6

1,400.00–1,449.90 242,331 1.6 77,503 2.1 164,828 1.4

1,450.00–1,499.90 227,889 1.5 76,206 2.0 151,683 1.3

1,500.00–1,549.90 213,975 1.4 74,962 2.0 139,013 1.2

1,550.00–1,599.90 169,196 1.1 59,499 1.6 109,697 0.9

1,600.00–1,649.90 137,190 0.9 48,405 1.3 88,785 0.8

1,650.00–1,699.90 119,589 0.8 41,073 1.1 78,516 0.7

1,700.00–1,749.90 108,309 0.7 34,162 0.9 74,147 0.6

1,750.00–1,799.90 114,330 0.7 30,498 0.8 83,832 0.7

1,800.00–1,849.90 87,705 0.6 23,687 0.6 64,018 0.5

1,850.00–1,899.90 65,106 0.4 18,489 0.5 46,617 0.4

1,900.00 or more 137,108 0.9 52,135 1.4 84,973 0.7

Average primary insurance 

amount (dollars) 853.80 923.90 831.20

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by sex and 

primary insurance amount, December 2007—Continued

Sex and primary insurance 

amount (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.47

-

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

December 1956–2007, selected years

Year

All retired workers Men Women

Total

Without

reduction

for early

retirement

With

reduction

for early

retirement

Early

retirees

as a percentage

of total Subtotal

Without

reduction

for early

retirement

With

reduction

for early

retirement

Early

retirees

as a

percentage of

subtotal Subtotal

Without

reduction

for early

retirement

With

reduction

for early

retirement

Early

retirees

as a

percentage of

subtotal

Number

1956 5,112,430 4,997,401 115,029 2.2 3,572,271 3,572,271 . . . . . . 1,540,159 1,425,130 115,029 7.5

1960 8,061,469 7,112,265 949,204 11.8 5,216,668 5,216,668 . . . . . . 2,844,801 1,895,597 949,204 33.4

1965 11,100,584 7,581,386 3,519,198 31.7 6,825,078 5,389,166 1,435,912 21.0 4,275,506 2,192,220 2,083,286 48.7

1970 13,349,175 7,282,295 6,066,880 45.4 7,688,460 4,930,400 2,758,060 35.9 5,660,715 2,351,895 3,308,820 58.5

1980 19,562,085 7,397,198 12,164,887 62.2 10,460,735 4,586,539 5,874,196 54.8 9,101,350 2,810,659 6,290,691 69.1

1985 22,431,930 7,720,959 14,710,971 65.6 11,816,956 4,655,477 7,161,479 60.6 10,614,974 3,065,482 7,549,492 71.1

1990 24,838,100 7,840,239 16,997,861 68.4 12,983,832 4,592,911 8,390,921 64.6 11,854,268 3,247,328 8,606,940 72.6

1995 26,672,806 7,941,363 18,731,443 70.2 13,913,531 4,559,535 9,353,996 67.2 12,759,275 3,381,828 9,377,447 73.5

1996 26,898,072 7,784,078 19,113,994 71.1 14,010,875 4,478,565 9,532,310 68.0 12,887,197 3,305,513 9,581,684 74.4

1997 27,274,572 7,673,286 19,601,286 71.9 14,116,818 4,371,503 9,745,315 69.0 13,157,754 3,301,783 9,855,971 74.9

1998 27,510,535 7,699,664 19,810,871 72.0 14,200,826 4,371,895 9,828,931 69.2 13,309,709 3,327,769 9,981,940 75.0

1999 27,774,677 7,739,557 20,035,120 72.1 14,321,468 4,385,921 9,935,547 69.4 13,453,209 3,353,636 10,099,573 75.1

2000 28,498,945 8,179,425 20,319,520 71.3 14,767,170 4,690,652 10,076,518 68.2 13,731,775 3,488,773 10,243,002 74.6

2001 28,836,774 8,262,843 20,573,931 71.3 14,930,081 4,719,500 10,210,581 68.4 13,906,693 3,543,340 10,363,350 74.5

2002 29,190,137 8,306,422 20,883,715 71.5 15,100,473 4,736,285 10,364,188 68.8 14,089,664 3,570,137 10,519,527 74.7

2003 29,531,611 8,292,022 21,239,589 71.9 15,247,841 4,705,215 10,542,626 69.1 14,283,770 3,586,807 10,696,963 74.9

2004 29,952,465 8,316,408 21,636,057 72.2 15,430,360 4,680,802 10,749,558 69.7 14,522,105 3,635,606 10,886,499 75.0

2005 30,460,836 8,331,737 22,129,099 72.6 15,650,611 4,668,990 10,981,621 70.2 14,810,225 3,662,747 11,147,478 75.3

2006 30,976,143 8,378,799 22,597,344 73.0 15,869,182 4,672,739 11,196,443 70.6 15,106,961 3,706,060 11,400,901 75.5

2007 31,527,728 8,448,811 23,078,917 73.2 16,111,553 4,698,426 11,413,127 70.8 15,416,175 3,750,385 11,665,790 75.7

Average monthly benefit (dollars)

1956 63.10 63.40 48.20 . . . 68.20 68.20 . . . . . . 51.20 51.40 48.20 . . .

1960 74.00 76.50 55.80 . . . 81.90 81.90 . . . . . . 59.70 61.60 55.80 . . .

1965 83.90 90.10 70.60 . . . 92.60 96.10 79.40 . . . 70.10 75.40 64.50 . . .

1970 118.10 130.20 103.60 . . . 130.50 139.10 115.30 . . . 101.20 111.70 93.80 . . .

1980 341.40 391.80 310.70 . . . 380.20 419.60 349.50 . . . 296.80 346.50 274.60 . . .

1985 478.60 581.20 424.80 . . . 538.40 627.50 480.50 . . . 412.10 511.00 372.00 . . .

1990 602.60 742.80 537.90 . . . 679.30 803.60 611.20 . . . 518.60 656.80 466.40 . . .

1995 719.80 885.60 649.50 . . . 810.20 963.70 735.40 . . . 621.20 780.40 563.80 . . .

1996 745.00 908.70 678.30 . . . 838.10 997.80 763.10 . . . 643.70 788.00 593.90 . . .

1997 765.00 915.90 705.90 . . . 860.50 1,025.10 786.60 . . . 662.50 771.30 626.10 . . .

1998 779.70 932.50 720.30 . . . 876.90 1,044.50 802.40 . . . 675.90 785.40 639.50 . . .

1999 804.30 959.20 744.40 . . . 904.60 1,075.30 829.30 . . . 697.50 807.50 661.00 . . .

2000 844.50 1,008.40 778.50 . . . 951.10 1,131.10 867.20 . . . 729.90 843.40 691.20 . . .

2001 874.40 1,038.70 808.50 . . . 984.60 1,166.00 900.70 . . . 756.20 869.20 717.60 . . .

2002 895.00 1,058.90 829.80 . . . 1,007.80 1,188.50 925.20 . . . 774.10 886.90 735.80 . . .

2003 922.10 1,086.80 857.80 . . . 1,038.70 1,220.60 957.50 . . . 797.60 911.30 759.50 . . .

2004 954.90 1,121.00 891.10 . . . 1,076.10 1,261.50 995.40 . . . 826.10 940.10 788.00 . . .

2005 1,002.00 1,174.80 936.90 . . . 1,129.50 1,322.70 1,047.40 . . . 867.30 986.40 828.20 . . .

2006 1,044.40 1,222.90 978.20 . . . 1,177.50 1,377.20 1,094.10 . . . 904.60 1,028.50 864.40 . . .

2007 1,078.60 1,262.30 1,011.30 . . . 1,215.70 1,421.10 1,131.20 . . . 935.20 1,063.30 894.00 . . .

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
5.B OASDI Current-Pay Benefits: Retired Workers

5.48 ♦ Annual Statistical Supplement, 2008

Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age,

December 2007

Monthly benefit (dollars)

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85–89 90 or older

All retired workers

Total

Number (thousands) 31,528 2,744 8,376 7,004 5,598 4,182 2,420 1,204

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 5.1 7.7 5.2 5.1 4.8 4.2 4.2 3.6

400.00–449.90 1.3 1.6 1.1 1.2 1.4 1.5 1.5 1.3

450.00–499.90 1.9 2.8 1.5 1.9 2.0 2.0 1.9 1.6

500.00–549.90 2.6 3.9 2.3 2.5 2.7 3.0 2.6 1.8

550.00–599.90 3.4 4.3 2.9 3.5 4.0 3.8 3.0 2.3

600.00–649.90 4.0 4.7 3.7 4.6 4.5 3.4 2.9 2.4

650.00–699.90 3.9 5.7 4.2 4.2 3.7 3.2 2.9 2.5

700.00–749.90 3.8 5.8 4.2 3.8 3.5 3.2 2.9 2.6

750.00–799.90 3.7 5.2 3.9 3.7 3.4 3.1 2.9 2.8

800.00–849.90 3.4 3.8 3.6 3.6 3.4 3.1 3.1 3.0

850.00–899.90 3.4 3.4 3.4 3.5 3.3 3.2 3.4 3.5

900.00–949.90 3.4 3.2 3.3 3.4 3.4 3.4 3.9 4.3

950.00–999.90 3.5 3.1 3.2 3.4 3.5 3.7 4.6 4.9

1,000.00–1,049.90 3.7 3.0 3.1 3.4 3.7 4.2 5.6 5.4

1,050.00–1,099.90 4.0 3.0 3.1 3.4 4.0 4.8 7.5 5.4

1,100.00–1,149.90 4.1 2.9 3.0 3.5 4.2 6.0 7.1 5.4

1,150.00–1,199.90 4.3 2.8 3.0 3.7 5.0 7.0 5.2 5.2

1,200.00–1,249.90 4.7 2.8 3.0 4.7 6.8 6.6 4.5 5.2

1,250.00–1,299.90 4.3 2.7 3.0 5.2 6.0 4.5 4.1 4.1

1,300.00–1,349.90 4.0 4.5 3.3 5.1 4.2 3.5 3.9 3.5

1,350.00–1,399.90 3.9 5.0 4.2 4.1 3.1 3.3 3.9 3.0

1,400.00–1,449.90 3.6 4.7 4.2 3.3 2.7 3.2 3.7 2.9

1,450.00–1,499.90 3.3 4.2 4.0 2.9 2.8 3.1 2.9 2.7

1,500.00–1,549.90 3.1 3.8 3.7 2.8 2.6 2.7 2.4 3.5

1,550.00–1,599.90 2.5 2.8 3.0 2.4 2.1 2.1 1.6 2.6

1,600.00–1,649.90 1.9 1.3 2.2 2.2 1.7 1.7 1.3 2.3

1,650.00–1,699.90 1.5 0.5 2.0 1.8 1.4 1.2 1.1 2.0

1,700.00 or more 7.7 0.8 12.6 7.3 6.2 5.4 5.4 10.1

Average benefit (dollars) 1,078.60 955.70 1,130.40 1,071.20 1,061.70 1,069.80 1,072.60 1,161.90

Men

Total

Number (thousands) 16,112 1,364 4,472 3,755 2,952 2,066 1,082 421

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 4.6 6.4 4.6 4.7 4.3 3.7 4.2 3.5

400.00–449.90 1.0 1.0 0.8 0.9 1.0 1.1 1.3 1.2

450.00–499.90 1.2 1.6 0.9 1.2 1.3 1.4 1.4 1.4

500.00–549.90 1.5 2.2 1.3 1.4 1.5 1.6 1.6 1.5

550.00–599.90 1.7 2.3 1.4 1.6 1.7 1.8 1.8 1.7

600.00–649.90 1.8 2.2 1.6 1.7 1.8 1.8 1.9 1.7

650.00–699.90 1.9 2.3 1.7 1.8 1.9 1.9 1.9 1.8

700.00–749.90 2.0 2.4 1.8 1.9 2.0 2.0 2.2 1.8

750.00–799.90 2.1 2.5 1.9 2.1 2.2 2.1 2.3 2.0

800.00–849.90 2.3 2.5 2.0 2.2 2.4 2.3 2.6 2.2

850.00–899.90 2.5 2.7 2.1 2.5 2.6 2.6 2.9 2.6

900.00–949.90 2.7 2.8 2.2 2.7 2.9 2.9 3.5 3.2

950.00–999.90 3.0 3.0 2.4 2.9 3.3 3.4 4.4 3.7

1,000.00–1,049.90 3.4 3.1 2.5 3.2 3.6 3.9 6.0 4.2

1,050.00–1,099.90 3.9 3.3 2.7 3.4 4.1 4.7 9.6 4.5

1,100.00–1,149.90 4.3 3.4 2.9 3.7 4.6 6.7 8.3 4.5

1,150.00–1,199.90 4.8 3.4 3.0 4.1 6.0 9.0 5.3 4.6

1,200.00–1,249.90 5.7 3.6 3.2 5.8 9.0 8.6 4.5 5.5

(Continued)
5.B OASDI Current-Pay Benefits: Retired Workers

Annual Statistical Supplement, 2008 ♦ 5.49

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

Men (cont.)

1,250.00–1,299.90 5.4 3.6 3.3 6.8 8.1 5.2 4.2 4.2

1,300.00–1,349.90 5.2 6.5 4.1 7.0 5.3 3.9 4.4 3.7

1,350.00–1,399.90 5.1 7.8 5.7 5.6 3.8 3.7 4.7 3.4

1,400.00–1,449.90 4.9 7.7 6.0 4.5 3.3 3.8 4.5 3.5

1,450.00–1,499.90 4.6 7.2 5.9 3.9 3.4 3.9 3.6 3.4

1,500.00–1,549.90 4.4 6.7 5.5 3.8 3.4 3.5 2.6 5.0

1,550.00–1,599.90 3.6 5.1 4.5 3.4 2.9 2.9 1.6 3.5

1,600.00–1,649.90 2.7 2.4 3.2 3.1 2.4 2.3 1.3 3.2

1,650.00–1,699.90 2.2 0.9 2.8 2.7 2.0 1.6 1.1 2.8

1,700.00 or more 11.8 1.3 20.0 11.4 9.1 7.5 6.3 15.9

Average benefit (dollars) 1,215.70 1,123.20 1,307.40 1,210.90 1,182.90 1,169.00 1,123.60 1,281.20

Women

Total

Number (thousands) 15,416 1,380 3,904 3,249 2,646 2,116 1,338 782

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 400.00 5.6 9.0 5.9 5.5 5.2 4.6 4.2 3.6

400.00–449.90 1.7 2.2 1.5 1.6 1.8 1.9 1.7 1.3

450.00–499.90 2.6 4.0 2.2 2.7 2.9 2.7 2.2 1.7

500.00–549.90 3.8 5.6 3.4 3.7 4.1 4.3 3.3 2.0

550.00–599.90 5.3 6.3 4.5 5.6 6.6 5.7 3.9 2.6

600.00–649.90 6.3 7.2 6.1 7.9 7.4 5.0 3.8 2.8

650.00–699.90 6.1 9.0 7.0 6.9 5.6 4.5 3.7 2.9

700.00–749.90 5.8 9.3 7.0 5.9 5.2 4.3 3.6 3.1

750.00–799.90 5.3 7.9 6.3 5.6 4.8 4.0 3.5 3.2

800.00–849.90 4.7 5.1 5.4 5.1 4.4 3.8 3.5 3.5

850.00–899.90 4.4 4.1 5.0 4.7 4.1 3.7 3.8 4.0

900.00–949.90 4.2 3.6 4.6 4.3 3.9 3.8 4.2 4.8

950.00–999.90 4.1 3.2 4.2 4.0 3.8 4.1 4.6 5.6

1,000.00–1,049.90 4.0 2.9 3.8 3.6 3.8 4.4 5.2 6.1

1,050.00–1,099.90 4.0 2.7 3.5 3.5 3.8 4.8 5.8 5.8

1,100.00–1,149.90 3.9 2.4 3.2 3.3 3.9 5.3 6.0 6.0

1,150.00–1,199.90 3.7 2.2 3.0 3.2 3.9 5.1 5.1 5.5

1,200.00–1,249.90 3.6 2.0 2.8 3.4 4.3 4.7 4.6 5.0

1,250.00–1,299.90 3.2 1.8 2.6 3.2 3.7 3.7 4.0 4.1

1,300.00–1,349.90 2.8 2.5 2.5 2.8 2.8 3.1 3.5 3.3

1,350.00–1,399.90 2.5 2.2 2.5 2.3 2.3 2.9 3.3 2.9

1,400.00–1,449.90 2.2 1.7 2.1 1.9 2.1 2.7 3.0 2.6

1,450.00–1,499.90 1.9 1.2 1.8 1.7 2.0 2.3 2.4 2.4

1,500.00–1,549.90 1.7 0.9 1.5 1.6 1.7 1.9 2.3 2.7

1,550.00–1,599.90 1.3 0.5 1.2 1.4 1.3 1.3 1.6 2.1

1,600.00–1,649.90 1.0 0.3 1.0 1.1 0.9 1.0 1.3 1.8

1,650.00–1,699.90 0.8 0.2 1.0 0.9 0.7 0.8 1.1 1.5

1,700.00 or more 3.3 0.2 4.2 2.6 2.9 3.3 4.6 6.9

Average benefit (dollars) 935.20 790.10 927.50 909.70 926.60 973.00 1,031.30 1,098.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age,

December 2007—Continued

Monthly benefit (dollars)

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85–89 90 or older
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

5.50 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

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

December 2007

Primary insurance amount (dollars)

Retired workers Wives and husbands Children

Number Percent Number Percent Number Percent

Total 31,527,728 100.0 2,432,082 100.0 494,296 100.0

Less than 300.00 1,391,979 4.4 65,599 2.7 9,155 1.9

300.00–349.90 567,403 1.8 21,289 0.9 4,219 0.9

350.00–399.90 646,169 2.0 22,678 0.9 4,915 1.0

400.00–449.90 535,925 1.7 20,073 0.8 4,652 0.9

450.00–499.90 566,350 1.8 20,973 0.9 5,051 1.0

500.00–549.90 780,776 2.5 28,422 1.2 6,277 1.3

550.00–599.90 989,625 3.1 36,410 1.5 8,500 1.7

600.00–649.90 1,108,671 3.5 39,714 1.6 11,608 2.3

650.00–699.90 1,132,224 3.6 39,969 1.6 13,490 2.7

700.00–749.90 1,122,234 3.6 39,528 1.6 13,572 2.7

750.00–799.90 1,062,531 3.4 39,123 1.6 13,734 2.8

800.00–849.90 1,025,565 3.3 39,522 1.6 13,676 2.8

850.00–899.90 1,000,788 3.2 41,237 1.7 14,233 2.9

900.00–949.90 971,955 3.1 43,447 1.8 14,403 2.9

950.00–999.90 944,122 3.0 45,628 1.9 14,299 2.9

1,000.00–1,049.90 928,642 2.9 48,857 2.0 14,671 3.0

1,050.00–1,099.90 902,759 2.9 50,999 2.1 14,670 3.0

1,100.00–1,149.90 906,856 2.9 56,231 2.3 15,187 3.1

1,150.00–1,199.90 895,553 2.8 61,006 2.5 15,617 3.2

1,200.00–1,249.90 904,352 2.9 67,637 2.8 15,820 3.2

1,250.00–1,299.90 906,734 2.9 74,514 3.1 16,041 3.2

1,300.00–1,349.90 962,439 3.1 91,559 3.8 16,976 3.4

1,350.00–1,399.90 1,010,900 3.2 109,745 4.5 17,517 3.5

1,400.00–1,449.90 1,011,461 3.2 118,947 4.9 17,588 3.6

1,450.00–1,499.90 1,128,029 3.6 146,441 6.0 19,083 3.9

1,500.00–1,549.90 1,241,124 3.9 173,939 7.2 20,642 4.2

1,550.00–1,599.90 1,072,678 3.4 156,495 6.4 18,691 3.8

1,600.00–1,649.90 894,434 2.8 128,926 5.3 16,415 3.3

1,650.00–1,699.90 769,226 2.4 106,664 4.4 15,150 3.1

1,700.00–1,749.90 681,035 2.2 86,105 3.5 14,745 3.0

1,750.00–1,799.90 698,030 2.2 77,963 3.2 17,050 3.4

1,800.00–1,849.90 596,372 1.9 64,796 2.7 14,965 3.0

1,850.00–1,899.90 509,497 1.6 56,767 2.3 13,399 2.7

1,900.00–1,949.90 440,018 1.4 51,150 2.1 11,713 2.4

1,950.00–1,999.90 389,597 1.2 49,461 2.0 10,495 2.1

2,000.00 or more 831,675 2.6 110,268 4.5 26,077 5.3

Average primary insurance amount (dollars) 1,110.60 1,341.50 1,275.20

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

Annual Statistical Supplement, 2008 ♦ 5.51

Table 5.C2—Average monthly benefit, by type of benefit and sex, December 1940–2007, selected years

(in dollars)

Year

Retired workers Wives

Husbands

Children

All Men Women All

Entitled

because

of age a

Entitled

because of

children b All

Under

age 18

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

(Continued)
5.C OASDI Current-Pay Benefits: Retired Workers and Dependents

5.52 ♦ Annual Statistical Supplement, 2008

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

1995 719.80 810.20 621.20 371.90 375.00 256.70 220.80 321.50 286.70 363.80 360.30

1996 745.00 838.10 643.70 385.10 387.70 277.30 225.70 337.10 303.00 378.40 374.70

1997 765.00 860.50 662.50 394.70 397.20 286.40 228.80 349.00 314.90 389.80 388.40

1998 779.70 876.90 675.90 401.70 404.00 294.90 230.50 358.40 324.30 399.00 398.00

1999 804.30 904.60 697.50 413.00 415.30 307.50 234.50 372.40 338.90 413.00 417.30

2000 844.50 951.10 729.90 431.30 433.50 328.90 242.70 394.80 363.40 433.70 444.40

2001 874.40 984.60 756.20 445.10 447.20 345.30 250.30 412.60 382.20 451.00 462.60

2002 895.00 1,007.80 774.10 453.90 456.00 358.00 256.10 426.40 397.10 463.90 477.00

2003 922.10 1,038.70 797.60 465.90 467.80 374.60 263.10 444.20 415.80 480.60 498.60

2004 954.90 1,076.10 826.10 480.90 482.60 394.00 272.90 465.00 437.70 500.50 518.50

2005 1,002.00 1,129.50 867.30 502.50 504.10 419.20 286.20 493.00 465.60 528.40 553.30

2006 1,044.40 1,177.50 904.60 521.40 522.90 440.20 298.30 518.10 489.90 554.40 580.00

2007 1,078.60 1,215.70 935.20 535.60 537.00 456.70 308.50 538.00 509.60 573.50 603.30

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

a. Aged 62 or older. Includes wives aged 65 or older with children.

b. Under age 65 with entitled children in their care.

Table 5.C2—Average monthly benefit, by type of benefit and sex, December 1940–2007, selected years

(in dollars)—Continued

Year

Retired workers Wives

Husbands

Children

All Men Women All

Entitled

because

of age a

Entitled

because of

children b All

Under

age 18

Disabled

adult

children Students
5.D OASDI Current-Pay Benefits: Disabled Workers

Annual Statistical Supplement, 2008 ♦ 5.53

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

sex, December 2007

Year of 

entitlement

All disabled workers Men Women

Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)

Total 7,098,723 100.0 . . . 1,004.00 3,773,912 100.0 . . . 1,125.90 3,324,811 100.0 . . . 865.60

Summary data

2005–2007 1,334,707 18.8 . . . 1,097.80 723,817 19.2 . . . 1,240.80 610,890 18.4 . . . 928.30

2000–2004 2,712,840 38.2 . . . 1,057.00 1,388,104 36.8 . . . 1,204.30 1,324,736 39.8 . . . 902.70

1995–1999 1,396,309 19.7 . . . 940.00 697,236 18.5 . . . 1,062.10 699,073 21.0 . . . 818.20

1990–1994 919,098 12.9 . . . 891.50 496,506 13.2 . . . 987.30 422,592 12.7 . . . 778.90

1985–1989 386,342 5.4 . . . 871.90 233,237 6.2 . . . 941.50 153,105 4.6 . . . 765.80

1980–1984 184,949 2.6 . . . 846.70 123,034 3.3 . . . 894.90 61,915 1.9 . . . 751.00

1975–1979 107,655 1.5 . . . 1,088.10 71,996 1.9 . . . 1,134.30 35,659 1.1 . . . 995.00

1970–1974 48,007 0.7 . . . 937.30 33,224 0.9 . . . 956.60 14,783 0.4 . . . 893.80

Before 1970 8,816 0.1 . . . 785.60 6,758 0.2 . . . 791.10 2,058 0.1 . . . 767.50

Single-year data

2007 290,142 4.1 4.1 1,123.60 164,628 4.4 4.4 1,258.70 125,514 3.8 3.8 946.30

2006 477,165 6.7 10.8 1,096.90 259,283 6.9 11.2 1,238.70 217,882 6.6 10.3 928.10

2005 567,400 8.0 18.8 1,085.30 299,906 7.9 19.2 1,232.80 267,494 8.0 18.4 919.90

2004 620,947 8.7 27.5 1,086.60 322,499 8.5 27.7 1,239.30 298,448 9.0 27.4 921.50

2003 617,843 8.7 36.3 1,082.50 319,647 8.5 36.2 1,235.90 298,196 9.0 36.3 918.00

2002 568,745 8.0 44.3 1,060.50 291,110 7.7 43.9 1,209.00 277,635 8.4 44.7 904.70

2001 493,799 7.0 51.2 1,025.20 249,842 6.6 50.5 1,163.40 243,957 7.3 52.0 883.70

2000 411,506 5.8 57.0 1,007.70 205,006 5.4 56.0 1,143.30 206,500 6.2 58.2 873.10

1999 354,257 5.0 62.0 976.60 176,157 4.7 60.6 1,107.30 178,100 5.4 63.6 847.40

1998 303,162 4.3 66.3 940.50 150,275 4.0 64.6 1,065.50 152,887 4.6 68.2 817.70

1997 266,991 3.8 70.0 923.20 132,889 3.5 68.1 1,041.60 134,102 4.0 72.2 805.90

1996 245,021 3.5 73.5 919.50 123,501 3.3 71.4 1,036.10 121,520 3.7 75.9 801.00

1995 226,878 3.2 76.7 923.70 114,414 3.0 74.4 1,039.60 112,464 3.4 79.2 805.70

1994 213,545 3.0 79.7 917.80 109,156 2.9 77.3 1,029.50 104,389 3.1 82.4 801.10

1993 201,071 2.8 82.5 893.10 106,196 2.8 80.1 997.70 94,875 2.9 85.2 776.00

1992 189,333 2.7 85.2 880.80 103,339 2.7 82.9 975.00 85,994 2.6 87.8 767.50

1991 174,250 2.5 87.7 876.40 97,629 2.6 85.5 962.10 76,621 2.3 90.1 767.00

1990 140,899 2.0 89.6 882.30 80,186 2.1 87.6 962.70 60,713 1.8 92.0 776.20

1989 104,920 1.5 91.1 887.00 61,097 1.6 89.2 964.50 43,823 1.3 93.3 778.90

1988 84,329 1.2 92.3 885.80 49,806 1.3 90.5 962.30 34,523 1.0 94.3 775.50

1987 71,885 1.0 93.3 879.20 43,550 1.2 91.7 951.00 28,335 0.9 95.2 768.80

1986 66,187 0.9 94.2 854.40 41,262 1.1 92.8 917.30 24,925 0.7 95.9 750.20

1985 59,021 0.8 95.1 835.90 37,522 1.0 93.8 892.10 21,499 0.6 96.6 737.80

1984 51,941 0.7 95.8 825.00 33,729 0.9 94.7 876.50 18,212 0.5 97.1 729.70

1983 42,158 0.6 96.4 825.30 28,086 0.7 95.4 873.90 14,072 0.4 97.5 728.10

1982 34,126 0.5 96.9 831.40 22,926 0.6 96.0 878.50 11,200 0.3 97.9 735.00

1981 28,733 0.4 97.3 863.60 19,353 0.5 96.5 908.60 9,380 0.3 98.1 770.90

1980 27,991 0.4 97.7 920.70 18,940 0.5 97.0 964.50 9,051 0.3 98.4 829.10

1979 25,011 0.4 98.0 1,066.30 16,693 0.4 97.5 1,118.70 8,318 0.3 98.7 961.10

1978 22,043 0.3 98.3 1,155.00 14,585 0.4 97.9 1,206.60 7,458 0.2 98.9 1,054.20

1977 21,258 0.3 98.6 1,117.60 14,238 0.4 98.2 1,161.90 7,020 0.2 99.1 1,027.80

1976 20,682 0.3 98.9 1,070.40 13,850 0.4 98.6 1,116.00 6,832 0.2 99.3 978.00

1975 18,661 0.3 99.2 1,024.30 12,630 0.3 98.9 1,060.10 6,031 0.2 99.5 949.40

(Continued)
5.D OASDI Current-Pay Benefits: Disabled Workers

5.54 ♦ Annual Statistical Supplement, 2008

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

Single-year data (cont.)

1974 15,927 0.2 99.4 973.20 10,696 0.3 99.2 1,001.30 5,231 0.2 99.7 915.70

1973 12,673 0.2 99.6 941.70 8,574 0.2 99.5 959.40 4,099 0.1 99.8 904.70

1972 7,649 0.1 99.7 932.00 5,344 0.1 99.6 952.10 2,305 0.1 99.8 885.50

1971 6,555 0.1 99.8 909.70 4,747 0.1 99.7 923.10 1,808 0.1 99.9 874.30

1970 5,203 0.1 99.9 859.00 3,863 0.1 99.8 874.30 1,340 b 99.9 815.20

1969 3,954 0.1 99.9 820.90 3,046 0.1 99.9 829.10 908 b 100.0 793.20

1968 4,263 0.1 100.0 747.50 3,239 0.1 100.0 752.00 1,024 b 100.0 733.00

1967 385 b 100.0 810.00 306 b 100.0 801.70 79 b 100.0 842.20

1966 148 b 100.0 867.40 114 b 100.0 843.80 34 b 100.0 946.70

1965 47 b 100.0 824.40 35 b 100.0 843.20 12 b 100.0 769.50

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Represents those entitled in specified year or later.

b. Less than 0.05 percent.

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

sex, December 2007—Continued

Year of 

entitlement

All disabled workers Men Women

Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars) Number

Percentage

distribution

Cumulative

percentage a

Average

monthly

benefit

(dollars)
5.D OASDI Current-Pay Benefits: Disabled Workers

Annual Statistical Supplement, 2008 ♦ 5.55

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

Table 5.D2—Number and percentage distribution, by monthly benefit and sex, December 2007

Monthly benefit (dollars)

Total Men Women

Number Percent Number Percent Number Percent

All disabled workers 7,098,723 100.0 3,773,912 100.0 3,324,811 100.0

Less than 300.00 173,967 2.5 54,712 1.4 119,255 3.6

300.00–349.90 96,775 1.4 31,317 0.8 65,458 2.0

350.00–399.90 115,324 1.6 38,605 1.0 76,719 2.3

400.00–449.90 121,046 1.7 40,093 1.1 80,953 2.4

450.00–499.90 134,203 1.9 46,174 1.2 88,029 2.6

500.00–549.90 185,914 2.6 67,227 1.8 118,687 3.6

550.00–599.90 268,628 3.8 100,142 2.7 168,486 5.1

600.00–649.90 363,864 5.1 137,796 3.7 226,068 6.8

650.00–699.90 408,513 5.8 160,383 4.2 248,130 7.5

700.00–749.90 401,421 5.7 166,728 4.4 234,693 7.1

750.00–799.90 389,027 5.5 170,052 4.5 218,975 6.6

800.00–849.90 368,847 5.2 169,297 4.5 199,550 6.0

850.00–899.90 347,196 4.9 166,710 4.4 180,486 5.4

900.00–949.90 325,751 4.6 162,761 4.3 162,990 4.9

950.00–999.90 302,832 4.3 157,030 4.2 145,802 4.4

1,000.00–1,049.90 281,219 4.0 151,753 4.0 129,466 3.9

1,050.00–1,099.90 260,480 3.7 145,398 3.9 115,082 3.5

1,100.00–1,149.90 241,413 3.4 140,833 3.7 100,580 3.0

1,150.00–1,199.90 221,606 3.1 133,551 3.5 88,055 2.6

1,200.00–1,249.90 202,395 2.9 126,741 3.4 75,654 2.3

1,250.00–1,299.90 184,747 2.6 119,509 3.2 65,238 2.0

1,300.00–1,349.90 169,659 2.4 113,121 3.0 56,538 1.7

1,350.00–1,399.90 156,031 2.2 106,484 2.8 49,547 1.5

1,400.00–1,449.90 144,361 2.0 101,154 2.7 43,207 1.3

1,450.00–1,499.90 143,556 2.0 103,247 2.7 40,309 1.2

1,500.00–1,549.90 142,662 2.0 104,812 2.8 37,850 1.1

1,550.00–1,599.90 126,800 1.8 95,209 2.5 31,591 1.0

1,600.00–1,649.90 113,725 1.6 86,857 2.3 26,868 0.8

1,650.00–1,699.90 105,491 1.5 81,684 2.2 23,807 0.7

1,700.00–1,749.90 104,669 1.5 81,733 2.2 22,936 0.7

1,750.00–1,799.90 115,038 1.6 91,012 2.4 24,026 0.7

1,800.00 or more 381,563 5.4 321,787 8.5 59,776 1.8

Average benefit (dollars) 1,004.00 1,125.90 865.60

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
5.D OASDI Current-Pay Benefits: Disabled Workers

5.56 ♦ Annual Statistical Supplement, 2008

,

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

Table 5.D3—Number and total monthly benefits, by sex, December 1957–2007, selected years

Year

All disabled workers Men Women

Number

Total monthly benefits

(thousands of dollars) Number

Total monthly benefits

(thousands of dollars) Number

Total monthly benefits

(thousands of dollars)

1957 149,850 10,904 121,172 8,903 28,678 2,001

1958 237,719 19,516 189,883 16,138 47,836 3,378

1959 334,443 29,765 264,201 24,417 70,242 5,348

1960 455,371 40,668 356,277 33,034 99,094 7,633

1965 988,074 96,599 734,047 74,946 254,027 21,656

1970 1,492,948 196,010 1,068,986 148,194 423,962 47,819

1975 2,488,774 562,180 1,710,923 418,013 777,851 144,167

1980 2,858,680 1,059,792 1,928,030 784,266 930,650 275,525

1985 2,656,638 1,285,375 1,784,750 953,156 871,888 332,219

1986 2,728,463 1,331,144 1,826,835 985,003 901,628 346,141

1987 2,785,859 1,415,811 1,857,172 1,044,647 928,687 371,165

1988 2,830,284 1,498,637 1,876,878 1,101,675 953,406 396,962

1989 2,895,364 1,609,780 1,906,379 1,176,403 988,985 433,376

1990 3,011,294 1,768,313 1,967,408 1,283,579 1,043,886 484,735

1991 3,194,938 1,946,823 2,067,777 1,401,006 1,127,161 545,817

1992 3,467,783 2,171,080 2,219,789 1,546,924 1,247,994 624,156

1993 3,725,966 2,390,829 2,357,332 1,685,025 1,368,634 705,804

1994 3,962,954 2,620,982 2,473,061 1,824,195 1,489,893 796,787

1995 4,185,263 2,853,365 2,568,359 1,956,168 1,616,904 897,197

1996 4,385,623 3,087,223 2,644,454 2,083,123 1,741,169 1,004,100

1997 4,508,134 3,252,919 2,666,486 2,158,017 1,841,648 1,094,902

1998 4,698,319 3,444,259 2,737,296 2,252,129 1,961,023 1,192,130

1999 4,879,455 3,679,691 2,801,163 2,371,141 2,078,292 1,308,550

2000 5,042,334 3,965,304 2,856,411 2,521,252 2,185,923 1,444,052

2001 5,274,183 4,295,600 2,951,833 2,697,162 2,322,350 1,598,438

2002 5,543,981 4,625,445 3,070,001 2,872,308 2,473,980 1,753,137

2003 5,873,673 5,060,493 3,224,624 3,114,704 2,649,049 1,945,789

2004 6,198,271 5,542,045 3,373,723 3,381,312 2,824,548 2,160,733

2005 6,518,989 6,114,705 3,517,259 3,697,352 3,001,730 2,417,352

2006 6,806,918 6,655,048 3,643,121 3,998,054 3,163,797 2,656,994

2007 7,098,723 7,127,082 3,773,912 4,249,072 3,324,811 2,878,010

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.D OASDI Current-Pay Benefits: Disabled Workers

Annual Statistical Supplement, 2008 ♦ 5.57

Table 5.D4—Number, average age, and percentage distribution, by sex and age, December 1957–2007,

selected years

Year

Number

(thousands)

Average

age

Percentage distribution

Total,

all ages Under 30 30–39 40–44 45–49 50–54 55–59 60–FRA

Men

1957 121 59.4 100.0 . . . . . . . . . . . . 18.5 29.9 51.6

1958 190 59.5 100.0 . . . . . . . . . . . . 18.2 29.7 52.1

1959 264 59.3 100.0 . . . . . . . . . . . . 19.0 30.7 50.3

1960 356 57.3 100.0 0.5 3.3 3.0 4.9 16.6 26.7 44.9

1965 734 54.4 100.0 1.0 7.5 7.6 10.4 15.4 24.7 33.3

1970 1,069 53.9 100.0 3.3 6.8 6.9 10.9 15.2 23.2 33.7

1975 1,711 53.5 100.0 4.6 7.5 6.2 9.7 15.8 23.2 33.0

1980 1,928 52.9 100.0 4.1 9.6 6.0 8.9 14.3 24.0 33.1

1985 1,785 51.9 100.0 4.6 12.3 7.3 8.6 12.9 21.4 32.9

1986 1,827 51.4 100.0 4.9 13.3 7.9 8.9 12.7 20.7 31.5

1987 1,857 51.1 100.0 4.8 13.8 8.5 9.4 12.5 20.1 30.8

1988 1,869 50.9 100.0 4.7 14.3 9.0 9.8 12.7 19.6 29.9

1989 1,906 50.7 100.0 4.5 14.7 9.6 10.3 12.7 19.4 28.8

1990 1,965 50.4 100.0 4.5 15.2 10.3 10.7 12.7 19.1 27.5

1991 2,066 50.1 100.0 4.5 15.6 10.7 11.2 13.0 18.6 26.4

1992 2,221 49.9 100.0 4.6 16.0 11.0 12.0 13.4 18.0 25.0

1993 2,358 49.6 100.0 4.6 16.2 11.2 12.3 13.9 17.9 23.9

1994 2,476 49.6 100.0 4.3 16.1 11.4 12.8 14.2 17.8 23.4

1995 2,573 49.7 100.0 4.0 15.5 11.5 13.4 14.5 18.0 23.2

1996 2,650 49.9 100.0 3.6 14.8 11.6 13.7 15.0 18.3 22.9

1997 2,671 50.2 100.0 3.3 13.9 11.6 13.6 15.7 18.9 23.0

1998 2,741 50.5 100.0 3.1 13.3 11.6 13.7 16.1 19.4 22.9

1999 2,802 50.6 100.0 2.9 12.6 11.6 13.8 16.7 19.7 22.9

2000 2,857 50.7 100.0 2.8 11.8 11.5 13.9 17.3 20.0 22.8

2001 2,952 50.9 100.0 2.9 11.2 11.1 14.0 17.4 20.5 23.0

2002 3,069 51.0 100.0 3.1 10.5 10.7 14.0 17.2 21.1 23.3

2003 3,226 51.3 100.0 3.2 9.9 10.4 13.8 17.1 21.4 24.2

2004 3,373 51.6 100.0 3.2 9.4 9.9 13.8 17.0 21.8 24.9

2005 3,517 51.9 100.0 3.2 8.9 9.4 13.5 17.0 22.4 25.7

2006 3,643 52.2 100.0 3.1 8.5 8.9 13.2 17.0 22.4 27.0

2007 3,774 52.5 100.0 3.1 8.2 8.3 12.8 17.0 21.9 28.6

(Continued)
5.D OASDI Current-Pay Benefits: Disabled Workers

5.58 ♦ Annual Statistical Supplement, 2008

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

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

1985 872 52.6 100.0 3.8 11.2 6.9 8.3 12.9 22.3 34.6

1986 902 52.0 100.0 4.1 12.1 7.6 8.8 12.9 21.6 32.9

1987 929 51.7 100.0 4.2 12.7 8.2 9.4 12.9 20.9 31.7

1988 952 51.4 100.0 4.0 13.1 8.7 9.9 13.2 20.6 30.5

1989 989 51.1 100.0 4.0 13.5 9.2 10.6 13.4 20.1 29.2

1990 1,046 50.8 100.0 3.9 14.0 9.8 11.1 13.4 19.9 27.9

1991 1,133 50.5 100.0 4.0 14.3 10.3 11.6 13.8 19.4 26.5

1992 1,252 50.1 100.0 4.3 14.6 10.7 12.2 14.3 18.8 25.0

1993 1,371 49.9 100.0 4.3 14.9 11.0 12.6 14.8 18.9 23.5

1994 1,491 49.9 100.0 4.1 14.8 11.2 13.1 15.3 18.7 22.8

1995 1,614 49.9 100.0 3.8 14.5 11.5 13.6 15.7 18.8 22.2

1996 1,736 50.0 100.0 3.4 14.1 11.6 13.9 16.2 19.0 21.7

1997 1,835 50.2 100.0 3.1 13.3 11.6 14.0 16.8 19.6 21.5

1998 1,956 50.5 100.0 3.0 12.8 11.5 14.2 17.0 20.0 21.6

1999 2,071 50.5 100.0 2.8 12.1 11.5 14.3 17.5 20.4 21.5

2000 2,179 50.7 100.0 2.7 11.5 11.3 14.5 17.9 20.7 21.5

2001 2,313 50.8 100.0 2.7 11.1 11.1 14.4 18.0 21.1 21.6

2002 2,467 50.9 100.0 2.7 10.6 10.8 14.4 17.8 21.5 22.1

2003 2,642 51.2 100.0 3.0 10.1 10.4 14.2 17.7 21.5 23.1

2004 2,819 51.5 100.0 3.0 9.7 10.0 14.1 17.6 21.8 23.8

2005 2,993 51.7 100.0 2.9 9.2 9.6 13.8 17.7 22.3 24.5

2006 3,164 52.0 100.0 2.8 9.0 9.2 13.5 17.6 22.2 25.7

2007 3,325 52.3 100.0 2.7 8.8 8.7 13.2 17.6 21.8 27.2

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2005 are based on a 10 percent sample. All other years are 100 percent 

data.

NOTES: Totals do not necessarily equal the sum of rounded components.

FRA = full retirement age.

. . . = not applicable.

Table 5.D4—Number, average age, and percentage distribution, by sex and age, December 1957–2007,

selected years—Continued

Year

Number

(thousands)

Average

age

Percentage distribution

Total,

all ages Under 30 30–39 40–44 45–49 50–54 55–59 60–FRA
5.E OASDI Current-Pay Benefits: Disabled Workers and Dependents

Annual Statistical Supplement, 2008 ♦ 5.59

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

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

December 2007

Primary insurance amount (dollars)

Disabled workers Spouses Children

Number Percent Number Percent Number Percent

Total 7,098,723 100.0 152,802 100.0 1,664,689 100.0

Less than 300.00 177,944 2.5 73 a

a. Less than 0.05 percent.

338 a

300.00–349.90 100,783 1.4 37 a 303 a

350.00–399.90 122,154 1.7 98 0.1 874 0.1

400.00–449.90 122,135 1.7 64 a 504 a

450.00–499.90 134,513 1.9 88 0.1 696 a

500.00–549.90 187,135 2.6 299 0.2 4,119 0.2

550.00–599.90 270,191 3.8 1,554 1.0 32,097 1.9

600.00–649.90 363,477 5.1 2,848 1.9 62,366 3.7

650.00–699.90 406,892 5.7 4,697 3.1 122,185 7.3

700.00–749.90 397,231 5.6 5,519 3.6 125,889 7.6

750.00–799.90 383,804 5.4 6,024 3.9 122,591 7.4

800.00–849.90 363,688 5.1 6,260 4.1 115,548 6.9

850.00–899.90 342,145 4.8 6,345 4.2 107,177 6.4

900.00–949.90 321,393 4.5 6,177 4.0 100,766 6.1

950.00–999.90 298,756 4.2 5,886 3.9 92,371 5.5

1,000.00–1,049.90 278,082 3.9 5,797 3.8 83,485 5.0

1,050.00–1,099.90 257,183 3.6 5,495 3.6 75,226 4.5

1,100.00–1,149.90 239,507 3.4 5,467 3.6 68,238 4.1

1,150.00–1,199.90 220,686 3.1 5,184 3.4 61,468 3.7

1,200.00–1,249.90 202,470 2.9 5,042 3.3 54,427 3.3

1,250.00–1,299.90 185,394 2.6 4,824 3.2 48,880 2.9

1,300.00–1,349.90 170,264 2.4 4,714 3.1 43,741 2.6

1,350.00–1,399.90 157,321 2.2 4,689 3.1 38,737 2.3

1,400.00–1,449.90 145,235 2.0 4,644 3.0 34,324 2.1

1,450.00–1,499.90 144,775 2.0 4,994 3.3 32,674 2.0

1,500.00–1,549.90 144,077 2.0 5,343 3.5 31,542 1.9

1,550.00–1,599.90 128,098 1.8 5,275 3.5 27,379 1.6

1,600.00–1,649.90 115,077 1.6 5,052 3.3 24,295 1.5

1,650.00–1,699.90 106,149 1.5 5,083 3.3 22,600 1.4

1,700.00–1,749.90 105,445 1.5 5,252 3.4 22,425 1.3

1,750.00–1,799.90 117,509 1.7 5,975 3.9 24,121 1.4

1,800.00 or more 389,210 5.5 24,003 15.7 83,303 5.0

Average primary insurance amount (dollars) 1,005.00 1,307.00 1,062.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
5.E OASDI Current-Pay Benefits: Disabled Workers and Dependents

5.60 ♦ Annual Statistical Supplement, 2008

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

Table 5.E2—Average monthly benefit, by type of benefit, sex, and age, December 1957–2007, selected years

(in dollars)

Year

Disabled workers Spouses Children

All Men Women Wives Husbands All

Under

age 18

Disabled

adult children Students

1957 72.80 73.50 69.80 . . . . . . . . . . . . . . . . . .

1958 82.10 85.00 70.60 34.00 33.90 27.30 27.30 38.50 . . .

1959 89.00 92.40 76.10 36.10 34.70 31.00 30.80 39.40 . . .

1960 89.30 92.70 77.00 34.40 34.70 30.20 30.00 39.00 . . .

1965 97.80 102.10 85.30 35.00 32.60 31.60 30.90 41.60 49.30

1970 131.30 138.60 112.80 42.60 42.40 38.60 36.90 53.30 54.10

1975 225.90 244.30 185.30 67.40 61.70 62.00 58.60 84.10 86.90

1980 370.70 406.80 296.10 110.60 91.80 110.30 104.60 136.00 152.40

1985 483.80 534.10 381.00 132.70 102.70 141.80 138.90 183.80 196.90

1990 587.20 652.40 464.40 151.30 96.90 163.80 158.80 231.40 250.00

1991 609.40 677.50 484.20 154.60 101.70 167.90 162.70 240.90 253.20

1992 626.10 696.90 500.10 156.40 106.00 170.20 165.10 246.80 262.00

1993 641.70 714.80 515.70 157.50 108.60 173.10 167.70 253.30 265.90

1994 661.40 731.60 534.80 161.00 112.60 177.70 172.20 261.50 273.80

1995 681.80 761.60 554.90 165.00 116.60 183.50 177.90 270.10 284.10

1996 703.90 787.70 576.70 172.60 124.50 193.50 187.70 281.70 295.00

1997 721.60 809.30 594.50 178.00 129.10 201.20 195.20 292.20 306.30

1998 733.10 822.80 607.90 183.00 136.50 207.50 201.40 300.20 313.10

1999 754.10 846.50 629.60 190.20 145.40 216.10 209.50 310.70 319.80

2000 786.40 882.70 660.60 199.50 155.90 227.60 220.80 325.60 336.00

2001 814.50 913.70 688.30 208.20 164.50 237.90 230.70 339.90 343.50

2002 834.30 935.60 708.60 213.70 168.50 245.00 237.40 349.10 350.10

2003 861.60 965.90 734.50 222.70 176.90 253.90 245.90 360.90 359.10

2004 894.10 1,002.20 765.00 232.90 186.10 264.90 256.90 376.10 367.80

2005 938.00 1,051.20 805.30 247.70 197.70 278.90 270.20 394.60 387.10

2006 977.70 1,097.40 839.80 259.40 208.40 290.40 281.30 410.10 400.50

2007 1,004.00 1,125.90 865.60 268.80 215.00 299.00 289.10 419.90 410.60

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.61

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

December 1950–2007, selected years

Year

Total

Wives entitled

solely because of age a

Wives entitled because of children b

Subtotal Husbands

With at least

1 child under age 16 c

With at least

1 disabled child d

Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars)

Wives and husbands of retired workers

1950 508,350 11,995 498,688 11,865 8,865 114 8,865 114 . . . . . . 797 16

1955 1,191,963 39,416 1,124,616 37,826 57,284 1,315 57,284 1,315 . . . . . . 10,063 274

1960 2,269,384 87,867 2,143,949 84,018 110,909 3,344 101,774 3,010 9,135 334 14,526 504

1965 2,613,550 114,035 2,433,602 108,069 168,951 5,508 154,829 4,947 14,122 561 10,997 458

1970 2,668,105 163,263 2,491,724 155,510 167,968 7,261 154,919 6,542 13,049 719 8,413 492

1975 2,867,388 301,623 2,664,132 287,043 195,993 13,861 178,909 12,391 17,084 1,470 7,263 720

1980 3,015,549 518,500 2,789,472 490,818 186,894 22,508 167,793 19,708 19,101 2,800 39,183 5,174

1985 3,069,067 755,844 2,926,300 732,464 107,166 17,347 84,074 12,762 23,092 4,585 35,601 6,033

1986 3,086,091 776,870 2,948,854 754,026 102,549 16,933 79,471 12,304 23,078 4,629 34,688 5,911

1987 3,089,968 817,058 2,959,301 794,258 96,928 16,865 74,141 12,078 22,787 4,788 33,739 5,935

1988 3,086,022 854,644 2,959,856 831,659 93,577 17,071 71,585 12,266 21,992 4,805 32,589 5,914

1989 3,093,075 905,281 2,971,440 881,836 89,839 17,431 68,857 12,571 20,982 4,859 31,796 6,014

1990 3,101,085 964,983 2,982,034 940,514 87,925 18,300 67,785 13,322 20,140 4,977 31,126 6,169

1991 3,104,235 1,008,672 2,986,975 983,434 86,682 19,020 66,992 13,897 19,690 5,122 30,578 6,218

1992 3,111,515 1,047,553 2,995,629 1,021,616 85,680 19,648 66,618 14,468 19,062 5,180 30,206 6,289

1993 3,094,447 1,075,073 2,980,671 1,048,712 83,751 19,993 65,225 14,782 18,526 5,211 30,025 6,368

1994 3,066,430 1,101,203 2,954,950 1,074,452 81,644 20,296 63,575 15,033 18,069 5,263 29,836 6,455

1995 3,026,012 1,120,924 2,917,764 1,094,203 78,507 20,155 61,132 14,932 17,375 5,223 29,741 6,567

1996 2,970,226 1,139,092 2,872,316 1,113,470 68,310 18,942 52,384 13,874 15,926 5,068 29,600 6,680

1997 2,922,170 1,148,558 2,828,261 1,123,381 64,123 18,363 49,372 13,540 14,751 4,823 29,786 6,814

1998 2,864,230 1,145,353 2,773,583 1,120,553 60,634 17,883 46,649 13,205 13,985 4,678 30,013 6,917

1999 2,811,008 1,155,479 2,722,244 1,130,413 58,229 17,905 45,002 13,333 13,227 4,572 30,535 7,161

2000 2,798,203 1,200,835 2,707,444 1,173,771 58,416 19,212 45,680 14,547 12,736 4,665 32,343 7,851

2001 2,741,962 1,213,842 2,652,289 1,186,078 55,995 19,335 44,009 14,732 11,986 4,603 33,678 8,429

2002 2,681,153 1,210,108 2,591,336 1,181,531 54,683 19,579 43,212 15,022 11,471 4,557 35,143 8,998

2003 2,621,691 1,214,103 2,532,377 1,184,720 52,791 19,774 42,023 15,301 10,768 4,473 36,523 9,609

2004 2,568,853 1,227,331 2,480,652 1,197,209 49,947 19,681 40,122 15,378 9,825 4,303 38,254 10,441

2005 2,526,459 1,260,857 2,439,582 1,229,775 46,766 19,602 37,543 15,315 9,223 4,287 40,111 11,479

2006 2,478,599 1,282,860 2,391,928 1,250,678 44,597 19,632 35,847 15,344 8,750 4,287 42,074 12,550

2007 2,432,082 1,292,620 2,345,674 1,259,718 42,159 19,252 34,025 15,131 8,134 4,122 44,249 13,649

(Continued)
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.62 ♦ Annual Statistical Supplement, 2008

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

Wives and husbands of disabled workers

1958 12,231 415 4,845 192 7,370 223 7,345 222 25 1 16 1

1960 76,599 2,636 21,845 841 54,543 1,788 53,549 1,746 994 42 211 7

1965 193,362 6,761 29,352 1,109 163,500 5,635 160,922 5,512 2,578 123 510 17

1970 283,447 12,060 41,582 2,063 241,341 9,975 235,892 9,667 5,449 307 524 22

1975 452,922 30,536 64,883 5,263 387,474 25,239 380,763 24,633 6,711 606 565 35

1980 461,878 51,028 77,276 9,672 382,457 41,159 374,147 40,018 8,310 1,142 2,145 197

1985 305,532 40,507 79,294 12,693 224,704 27,656 215,012 26,055 9,692 1,602 1,534 158

1986 300,826 39,481 78,925 12,766 220,426 26,566 210,515 24,952 9,911 1,614 1,475 149

1987 290,888 39,195 73,484 12,808 211,222 25,854 201,280 24,194 9,942 1,661 6,182 532

1988 280,821 38,878 70,654 12,924 203,788 25,402 194,068 23,746 9,720 1,656 6,379 552

1989 271,488 39,148 67,154 12,974 197,946 25,590 188,562 23,916 9,384 1,674 6,388 584

1990 265,890 39,869 63,584 13,018 195,818 26,222 186,641 24,506 9,177 1,716 6,488 629

1991 266,219 40,792 60,866 13,020 198,457 27,071 189,401 25,321 9,056 1,750 6,896 701

1992 270,674 41,951 59,536 13,196 203,703 27,967 194,459 26,152 9,244 1,815 7,435 788

1993 272,759 42,570 58,052 13,241 206,975 28,490 197,589 26,616 9,386 1,874 7,732 839

1994 271,054 43,263 56,343 13,367 206,854 29,011 197,492 27,094 9,362 1,917 7,857 885

1995 263,539 43,105 53,882 13,300 201,827 28,892 192,573 26,962 9,254 1,929 7,830 913

1996 223,854 38,366 51,779 13,251 166,586 24,432 158,106 22,597 8,480 1,834 5,489 683

1997 206,959 36,585 51,265 13,251 150,647 22,683 142,717 20,928 7,930 1,755 5,047 651

1998 189,843 34,530 50,759 13,197 134,584 20,718 127,083 19,032 7,501 1,686 4,500 614

1999 176,299 33,336 50,165 13,314 121,906 19,407 114,842 17,781 7,064 1,626 4,228 615

2000 165,123 32,763 49,171 13,488 111,933 18,649 105,248 17,044 6,685 1,605 4,019 626

2001 156,899 32,491 48,597 13,794 104,271 18,034 97,942 16,460 6,329 1,574 4,031 663

2002 151,614 32,209 48,402 13,970 99,075 17,542 93,034 16,008 6,041 1,533 4,137 697

2003 150,886 33,401 51,536 15,304 95,042 17,335 89,168 15,808 5,874 1,527 4,308 762

2004 152,804 35,378 57,891 17,437 90,407 17,103 84,885 15,608 5,522 1,494 4,506 838

2005 153,800 37,865 63,069 19,930 86,029 17,006 80,644 15,482 5,385 1,523 4,702 930

2006 153,470 39,563 67,445 21,934 81,122 16,607 75,917 15,069 5,205 1,538 4,903 1,022

2007 152,802 40,791 71,212 23,591 76,415 16,087 71,372 14,554 5,043 1,533 5,175 1,113

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

a. Aged 62 or older. Includes wives aged 65 or older with children.

b. Under age 65 with entitled children in their care.

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.

d. Excludes wives with both disabled and nondisabled children in their care.

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

December 1950–2007, selected years—Continued

Year

Total

Wives entitled

solely because of age a

Wives entitled because of children b

Subtotal Husbands

With at least

1 child under age 16 c

With at least

1 disabled child d

Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars) Number

Total

monthly

benefits

(thousands

of dollars)
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.63

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

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

December 2007

Monthly benefit (dollars)

Total,

62 or older 62–64 65–69 70–74 75–79 80–84 85 or older

Total

Number 2,416,886 256,340 649,077 581,730 485,618 302,338 141,783

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 150.00 5.6 12.1 6.9 4.8 3.5 3.3 2.6

150.00–174.90 1.4 2.4 1.7 1.3 1.0 0.9 1.1

175.00–199.90 1.5 2.4 1.7 1.3 1.1 1.1 1.2

200.00–224.90 1.8 2.7 2.0 1.7 1.5 1.4 1.2

225.00–249.90 2.0 3.2 2.3 1.9 1.7 1.6 1.5

250.00–274.90 2.2 3.0 2.3 2.0 1.8 1.9 1.8

275.00–299.90 2.2 2.9 2.4 2.1 2.0 1.9 1.8

300.00–324.90 2.2 2.8 2.4 2.2 2.0 1.9 1.9

325.00–349.90 2.3 2.7 2.4 2.2 2.1 2.1 2.1

350.00–374.90 2.4 2.7 2.4 2.4 2.3 2.3 2.2

375.00–399.90 2.5 2.7 2.5 2.5 2.5 2.6 2.4

400.00–424.90 2.7 2.8 2.5 2.7 2.7 2.7 2.8

425.00–449.90 2.9 2.8 2.7 2.9 3.1 3.3 3.3

450.00–474.90 3.2 2.8 2.8 3.1 3.4 3.8 4.1

475.00–499.90 3.7 2.9 3.0 3.5 4.0 5.2 5.7

500.00–524.90 4.7 3.0 3.2 3.9 5.1 8.3 7.8

525.00–549.90 5.2 3.4 3.6 4.3 6.4 9.5 6.6

550.00–574.90 6.6 3.5 4.5 6.7 10.0 8.1 5.9

575.00–599.90 6.9 3.6 5.0 8.6 10.1 5.7 5.6

600.00–624.90 5.8 4.4 5.4 7.9 6.2 3.7 4.3

625.00–649.90 4.7 5.5 5.3 5.8 3.5 3.2 4.0

650.00–674.90 3.9 5.4 4.9 3.5 2.8 3.0 4.0

675.00–699.90 3.5 5.4 4.4 2.6 2.6 2.9 3.9

700.00–724.90 3.2 5.2 4.0 2.3 2.3 2.8 3.9

725.00–749.90 2.9 4.3 3.2 2.3 2.4 2.9 3.8

750.00–774.90 2.4 2.3 2.4 2.2 2.3 2.9 3.2

775.00–799.90 2.0 1.1 2.0 2.1 2.1 2.6 2.2

800.00–824.90 1.7 0.7 1.7 1.9 1.8 2.2 1.5

825.00–849.90 1.5 0.5 1.6 1.7 1.7 1.5 1.1

850.00 or more 6.3 0.9 8.7 7.5 5.7 4.4 6.7

Average benefit (dollars) 531.00 458.50 534.20 540.90 540.10 537.70 561.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.64 ♦ Annual Statistical Supplement, 2008

Table 5.F4—Number of children and total monthly benefits, by type of benefit, December 1940–2007,

selected years

Year

Number of children of—

Total monthly benefits for children of—

(thousands of dollars)

All

workers

Retired

workers

Deceased

workers

Disabled

workers

All

workers

Retired

workers

Deceased

workers

Disabled

workers

Total

1957 1,502,077 179,697 1,322,380 . . . 57,951 3,932 54,019 . . .

1960 2,000,451 268,168 1,576,802 155,481 93,276 7,576 81,003 4,697

1965 3,092,659 460,781 2,074,263 557,615 159,428 14,736 127,067 17,627

1970 4,122,305 545,708 2,687,997 888,600 279,845 24,473 221,041 34,330

1980 4,606,517 638,711 2,609,920 1,357,886 864,242 89,386 625,090 149,766

1990 3,187,010 422,200 1,776,013 988,797 991,628 109,497 720,206 161,926

1995 3,734,097 441,600 1,883,643 1,408,854 1,283,288 141,974 882,837 258,477

2000 3,802,863 458,951 1,878,007 1,465,905 1,547,808 181,177 1,033,055 333,575

2001 3,839,381 467,064 1,890,156 1,482,161 1,624,285 192,727 1,078,886 352,672

2002 3,910,256 476,684 1,907,899 1,525,673 1,692,471 203,265 1,115,415 373,791

2003 3,960,909 480,033 1,909,983 1,570,893 1,763,910 213,230 1,151,907 398,773

2004 3,986,319 482,894 1,904,631 1,598,794 1,838,926 224,538 1,190,871 423,518

2005 4,024,815 488,425 1,903,477 1,632,913 1,945,508 240,777 1,249,328 455,402

2006 4,040,530 489,940 1,898,862 1,651,728 2,031,723 253,820 1,298,187 479,716

2007 4,050,691 494,296 1,891,706 1,664,689 2,095,892 265,936 1,332,248 497,708

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

2000 2,976,406 255,908 1,346,091 1,374,407 1,120,977 92,987 724,567 303,423

2001 2,993,852 262,509 1,345,986 1,385,357 1,172,169 100,320 752,216 319,633

2002 3,043,029 270,231 1,350,533 1,422,265 1,218,610 107,298 773,661 337,652

2003 3,080,308 273,646 1,345,029 1,461,633 1,268,682 113,784 795,476 359,422

2004 3,104,055 277,195 1,338,920 1,487,940 1,325,370 121,320 821,844 382,206

2005 3,129,506 281,634 1,331,531 1,516,341 1,399,043 131,142 858,135 409,766

2006 3,133,398 282,281 1,320,862 1,530,255 1,455,066 138,296 886,393 430,377

2007 3,119,523 281,848 1,302,665 1,535,010 1,487,902 143,616 900,537 443,748

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

2000 728,689 191,584 480,351 56,754 377,647 83,098 276,072 18,478

2001 736,546 191,809 486,817 57,920 395,952 86,510 289,757 19,684

2002 744,529 192,085 492,985 59,459 409,813 89,114 299,946 20,754

2003 752,814 191,704 498,659 62,451 426,877 92,125 312,212 22,540

2004 759,264 191,285 503,242 64,737 446,134 95,744 326,042 24,349

2005 768,535 191,979 507,961 68,595 473,620 101,440 345,113 27,067

2006 776,596 192,122 512,596 71,878 498,891 106,512 362,902 29,477

2007 794,677 196,038 521,293 77,346 524,763 112,420 379,869 32,474

(Continued)
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.65

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

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

2000 97,768 11,459 51,565 34,744 49,184 5,092 32,417 11,674

2001 108,983 12,746 57,353 38,884 56,164 5,897 36,912 13,356

2002 122,698 14,368 64,381 43,949 64,048 6,854 41,808 15,386

2003 127,787 14,683 66,295 46,809 68,351 7,321 44,218 16,811

2004 123,000 14,414 62,469 46,117 67,422 7,474 42,985 16,963

2005 126,774 14,812 63,985 47,977 72,845 8,196 46,080 18,570

2006 130,536 15,537 65,404 49,595 77,766 9,012 48,892 19,862

2007 136,491 16,410 67,748 52,333 83,228 9,900 51,842 21,486

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

Table 5.F4—Number of children and total monthly benefits, by type of benefit, December 1940–2007,

selected years—Continued

Year

Number of children of—

Total monthly benefits for children of—

(thousands of dollars)

All

workers

Retired

workers

Deceased

workers

Disabled

workers

All

workers

Retired

workers

Deceased

workers

Disabled

workers
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.66 ♦ Annual Statistical Supplement, 2008

Table 5.F6—Average monthly benefit for survivors, by type of benefit, December 1940–2007, 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 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

(Continued)
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.67

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

1995 477.90 681.20 500.20 590.80 468.70 459.80 487.40 546.50 461.50 307.60

1996 514.90 708.30 520.70 613.50 487.20 478.20 506.10 560.80 474.30 318.00

1997 532.00 732.50 534.50 635.70 500.00 490.10 521.30 569.60 483.90 326.90

1998 545.10 750.30 549.10 651.10 509.60 498.90 532.80 579.90 491.00 332.90

1999 565.70 776.10 572.40 673.90 526.30 515.00 550.40 595.80 503.90 340.30

2000 595.00 811.80 606.90 703.90 550.10 538.30 574.70 628.70 523.80 361.70

2001 620.80 842.50 636.80 728.60 570.80 558.90 595.20 643.60 541.20 374.80

2002 640.20 862.80 662.80 752.70 584.60 572.90 608.40 649.40 553.00 384.70

2003 663.70 889.50 697.70 779.20 603.10 591.40 626.10 667.00 569.10 400.80

2004 689.40 921.90 736.00 809.70 625.30 613.80 647.90 688.10 588.50 416.60

2005 724.50 968.40 785.30 850.60 656.30 644.50 679.40 720.20 615.50 441.50

2006 756.60 1,009.80 829.10 892.20 683.70 671.10 708.00 747.50 637.40 455.00

2007 781.80 1,042.60 864.50 918.00 704.30 691.30 728.70 765.20 652.70 468.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

a. Children’s data estimated for 1977.

Table 5.F6—Average monthly benefit for survivors, by type of benefit, December 1940–2007, selected years

(in dollars)—Continued

Year

Widowed

mothers

and

fathers

Nondisabled

Parents

Children Disabled

Widows Widowers Total

Under

age 18

Disabled

adult

children Students Widows Widowers
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.68 ♦ Annual Statistical Supplement, 2008

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

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

benefit, December 2007

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 164,665 100.0 4,211,356 100.0 1,809 100.0 224,982 100.0 1,891,706 100.0

Less than 300.00 2,434 1.5 32,506 0.8 10 0.6 1,862 0.8 62,693 3.3

300.00–349.90 1,083 0.7 14,998 0.4 3 0.2 1,016 0.5 25,971 1.4

350.00–399.90 1,274 0.8 55,527 1.3 13 0.7 1,602 0.7 48,667 2.6

400.00–449.90 1,352 0.8 25,932 0.6 5 0.3 1,407 0.6 32,397 1.7

450.00–499.90 1,448 0.9 34,809 0.8 6 0.3 1,625 0.7 35,031 1.9

500.00–549.90 1,755 1.1 49,037 1.2 18 1.0 2,206 1.0 43,438 2.3

550.00–599.90 2,742 1.7 66,695 1.6 39 2.2 3,329 1.5 60,453 3.2

600.00–649.90 4,080 2.5 72,865 1.7 67 3.7 4,607 2.0 79,639 4.2

650.00–699.90 5,265 3.2 75,111 1.8 76 4.2 5,667 2.5 90,230 4.8

700.00–749.90 5,508 3.3 82,409 2.0 69 3.8 6,130 2.7 89,120 4.7

750.00–799.90 5,808 3.5 84,679 2.0 99 5.5 6,454 2.9 86,991 4.6

800.00–849.90 5,729 3.5 90,824 2.2 81 4.5 7,020 3.1 85,272 4.5

850.00–899.90 6,199 3.8 103,389 2.5 90 5.0 7,518 3.3 85,242 4.5

900.00–949.90 6,431 3.9 113,119 2.7 76 4.2 7,947 3.5 82,442 4.4

950.00–999.90 6,543 4.0 138,725 3.3 93 5.1 8,311 3.7 83,672 4.4

1,000.00–1,049.90 6,746 4.1 162,702 3.9 84 4.6 8,731 3.9 80,330 4.2

1,050.00–1,099.90 6,629 4.0 160,904 3.8 73 4.0 8,973 4.0 73,075 3.9

1,100.00–1,149.90 6,626 4.0 193,415 4.6 93 5.1 9,076 4.0 70,948 3.8

1,150.00–1,199.90 6,428 3.9 193,441 4.6 73 4.0 9,369 4.2 64,646 3.4

1,200.00–1,249.90 6,212 3.8 213,726 5.1 86 4.8 9,454 4.2 61,891 3.3

1,250.00–1,299.90 5,869 3.6 200,466 4.8 54 3.0 9,199 4.1 55,603 2.9

1,300.00–1,349.90 5,581 3.4 236,591 5.6 63 3.5 9,413 4.2 53,294 2.8

1,350.00–1,399.90 5,249 3.2 254,441 6.0 47 2.6 9,022 4.0 49,685 2.6

1,400.00–1,449.90 4,837 2.9 266,442 6.3 61 3.4 8,900 4.0 45,695 2.4

1,450.00–1,499.90 4,753 2.9 252,830 6.0 45 2.5 8,897 4.0 42,683 2.3

1,500.00–1,549.90 4,788 2.9 273,040 6.5 47 2.6 9,390 4.2 42,173 2.2

1,550.00–1,599.90 4,306 2.6 177,073 4.2 46 2.5 8,276 3.7 33,844 1.8

1,600.00–1,649.90 3,983 2.4 127,229 3.0 52 2.9 7,198 3.2 28,830 1.5

1,650.00–1,699.90 3,748 2.3 95,090 2.3 27 1.5 6,731 3.0 25,643 1.4

1,700.00 or more 31,259 19.0 363,341 8.6 213 11.8 35,652 15.8 172,108 9.1

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.69

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

December 1950–2007

Year

Total

Nondisabled—

Widows Widowers Disabled widow(er)s

Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars)

1950 314,189 11,481 314,126 11,479 63 2 . . . . . .

1951 384,265 13,849 384,011 13,841 254 8 . . . . . .

1952 454,563 18,482 454,064 18,466 499 17 . . . . . .

1953 540,653 22,096 539,854 22,069 799 27 . . . . . .

1954 638,091 29,526 637,012 29,483 1,079 42 . . . . . .

1955 701,360 34,152 700,294 34,103 1,066 50 . . . . . .

1956 913,069 45,780 911,841 45,722 1,228 58 . . . . . .

1957 1,095,137 55,944 1,093,645 55,872 1,492 71 . . . . . .

1958 1,232,583 63,977 1,230,953 63,897 1,630 80 . . . . . .

1959 1,393,587 79,047 1,391,686 78,946 1,901 101 . . . . . .

1960 1,543,843 89,054 1,541,790 88,943 2,053 110 . . . . . .

1961 1,697,308 110,179 1,694,977 110,035 2,331 144 . . . . . .

1962 1,859,191 122,475 1,856,658 122,318 2,533 157 . . . . . .

1963 2,010,769 134,403 2,008,102 134,234 2,667 168 . . . . . .

1964 2,158,912 146,476 2,156,143 146,300 2,769 176 . . . . . .

1965 2,371,433 174,883 2,368,629 174,688 2,804 195 . . . . . .

1966 2,602,015 192,821 2,599,178 192,620 2,837 200 . . . . . .

1967 2,769,618 207,692 2,766,736 207,487 2,882 205 . . . . . .

1968 2,937,890 253,924 2,913,376 252,123 2,951 242 21,563 1,558

1969 3,091,710 269,799 3,049,177 266,741 3,064 255 39,469 2,803

1970 3,227,160 328,245 3,174,846 323,912 3,033 293 49,281 4,041

1971 3,366,304 380,963 3,306,528 375,528 3,033 322 56,743 5,113

1972 3,509,777 483,161 3,442,595 475,746 3,015 386 64,167 7,029

1973 3,656,353 571,654 3,574,458 562,441 3,126 459 78,769 8,754

1974 3,769,559 663,569 3,674,376 651,471 3,055 502 92,128 11,596

1975 3,888,705 747,902 3,776,090 732,269 3,104 553 109,511 15,080

1976 3,994,380 827,325 3,871,894 809,181 3,059 587 119,427 17,557

1977 4,119,487 914,738 3,980,324 892,764 11,887 2,105 127,276 19,869

1978 4,211,710 1,005,929 4,066,673 981,615 15,287 2,845 129,751 21,469

1979 4,321,496 1,153,272 4,173,745 1,126,089 17,918 3,745 129,833 23,438

1980 4,410,515 1,358,836 4,262,607 1,327,814 20,328 4,866 127,580 26,156

1981 4,507,941 1,560,103 4,363,708 1,526,511 22,643 6,042 121,590 27,550

1982 4,594,961 1,724,392 4,453,575 1,689,073 25,014 7,144 116,372 28,175

1983 4,693,791 1,844,798 4,554,414 1,808,647 27,786 8,216 111,591 27,935

1984 4,779,190 1,973,203 4,640,805 1,930,807 29,234 8,970 109,151 33,426

1985 4,862,805 2,094,003 4,725,618 2,050,678 30,182 9,592 107,005 33,734

1986 4,928,019 2,175,345 4,789,969 2,131,049 31,076 10,092 106,974 34,204

1987 4,983,846 2,318,747 4,846,135 2,272,557 31,429 10,703 106,282 35,487

1988 5,028,822 2,461,945 4,892,829 2,414,239 32,870 11,816 103,123 35,892

1989 5,070,873 2,629,728 4,935,911 2,579,726 33,332 12,731 101,630 37,270

1990 5,111,482 2,827,012 4,976,420 2,773,818 34,073 13,916 100,989 39,278

1991 5,158,383 2,989,385 5,008,789 2,927,768 35,105 15,024 114,489 46,593

1992 5,205,375 3,138,250 5,037,583 3,066,568 36,468 16,178 131,324 55,504

1993 5,224,279 3,264,849 5,039,874 3,183,768 37,390 17,255 147,015 63,826

1994 5,232,379 3,394,982 5,034,219 3,305,229 37,484 18,043 160,676 71,710

1995 5,225,519 3,514,262 5,014,991 3,416,203 37,504 18,759 173,024 79,300

1996 5,209,812 3,639,632 4,990,079 3,534,268 37,822 19,692 181,911 85,671

1997 5,053,442 3,646,898 4,829,456 3,537,348 36,048 19,268 187,938 90,282

1998 4,989,855 3,685,349 4,759,829 3,571,047 35,845 19,683 194,181 94,619

1999 4,943,915 3,774,601 4,709,091 3,654,598 36,029 20,624 198,795 99,380

(Continued)
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.70 ♦ Annual Statistical Supplement, 2008

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

2000 4,901,437 3,912,527 4,663,228 3,785,532 36,782 22,322 201,427 104,674

2001 4,828,327 3,997,687 4,586,677 3,864,251 37,407 23,822 204,243 109,615

2002 4,770,638 4,043,051 4,524,020 3,903,384 39,260 26,020 207,358 113,648

2003 4,707,215 4,110,963 4,456,446 3,964,035 41,410 28,892 209,359 118,035

2004 4,643,035 4,200,895 4,388,305 4,045,712 43,995 32,379 210,735 122,803

2005 4,568,991 4,339,977 4,310,330 4,174,318 45,660 35,856 213,001 129,804

2006 4,493,620 4,445,576 4,225,561 4,267,017 47,881 39,700 220,178 138,859

2007 4,436,338 4,526,864 4,160,409 4,337,586 50,947 44,045 224,982 145,233

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

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

December 1950–2007—Continued

Year

Total

Nondisabled—

Widows Widowers Disabled widow(er)s

Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars)
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.71

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

Table 5.F9—Number, percentage, and average 

monthly benefit, by year of entitlement as 

nondisabled widow(er), December 2007

Year Number

Percentage

distribution

Cumulative

percentage a

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Total 4,211,356 100.0 . . . 1,040.40

2005–2007 764,105 18.1 . . . 1,104.60

2000–2004 1,066,565 25.3 . . . 1,099.50

1995–1999 794,293 18.9 . . . 1,065.50

1990–1994 650,032 15.4 . . . 1,022.60

1985–1989 494,606 11.7 . . . 959.30

1980–1984 294,878 7.0 . . . 890.30

1975–1979 107,624 2.6 . . . 812.30

1969–1974 35,638 0.8 . . . 751.90

Before 1969 3,615 0.1 . . . 738.00

2007 258,499 6.1 6.1 1,101.10

2006 259,880 6.2 12.3 1,105.40

2005 245,726 5.8 18.1 1,107.50

2004 239,054 5.7 23.8 1,107.10

2003 231,732 5.5 29.3 1,104.50

2002 212,217 5.0 34.4 1,098.10

2001 196,521 4.7 39.0 1,095.00

2000 187,041 4.4 43.5 1,089.60

1999 176,694 4.2 47.7 1,080.30

1998 166,095 3.9 51.6 1,070.20

1997 155,398 3.7 55.3 1,062.90

1996 150,547 3.6 58.9 1,058.00

1995 145,559 3.5 62.3 1,052.50

1994 140,631 3.3 65.7 1,043.80

1993 135,305 3.2 68.9 1,035.60

1992 131,029 3.1 72.0 1,023.00

1991 124,291 3.0 74.9 1,009.60

1990 118,776 2.8 77.8 995.80

1989 110,860 2.6 80.4 984.40

1988 105,829 2.5 82.9 970.10

1987 99,701 2.4 85.3 958.70

1986 93,345 2.2 87.5 943.10

1985 84,871 2.0 89.5 931.70

1984 75,973 1.8 91.3 914.00

1983 68,721 1.6 92.9 898.50

1982 58,048 1.4 94.3 889.90

1981 50,901 1.2 95.5 872.80

1980 41,235 1.0 96.5 855.50

1979 32,362 0.8 97.3 840.10

1978 25,527 0.6 97.9 825.30

1977 18,883 0.4 98.3 807.70

1976 17,174 0.4 98.7 782.20

1975 13,678 0.3 99.1 766.00

1974 10,999 0.3 99.3 759.80

1973 8,406 0.2 99.5 753.50

1972 6,305 0.1 99.7 743.80

1971 4,469 0.1 99.8 750.20

1970 3,269 0.1 99.9 745.40

1969 5,805 0.1 100.0 739.80

SOURCE: Social Security Administration, Master Beneficiary Record, 

100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

Table 5.F10—Number, percentage, and average 

monthly benefit, by year of entitlement as disabled 

widow(er), December 2007

Year Number

Percentage

distribution

Cumulative

percentage a

a. Represents those entitled in specified year or later.

Average

monthly

benefit

(dollars)

Total 224,982 100.0 . . . 645.50

2005–2007 59,715 26.5 . . . 632.60

2000–2004 108,032 48.0 . . . 659.90

1995–1999 48,528 21.6 . . . 630.30

1992–1994 8,707 3.9 . . . 640.70

2007 14,531 6.5 6.5 614.40

2006 21,865 9.7 16.2 632.10

2005 23,319 10.4 26.5 644.30

2004 23,723 10.5 37.1 657.80

2003 23,683 10.5 47.6 661.10

2002 23,242 10.3 57.9 668.20

2001 20,365 9.1 67.0 655.90

2000 17,019 7.6 74.6 655.00

1999 14,395 6.4 81.0 644.50

1998 11,657 5.2 86.1 630.90

1997 9,445 4.2 90.3 616.70

1996 7,412 3.3 93.6 622.30

1995 5,619 2.5 96.1 625.60

1994 4,462 2.0 98.1 637.10

1993 3,143 1.4 99.5 646.40

1992 1,102 0.5 100.0 639.00

SOURCE: Social Security Administration, Master Beneficiary Record, 

100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.72 ♦ Annual Statistical Supplement, 2008

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

Table 5.F11—Percentage distribution of nondisabled widows, by monthly benefit and age, December 2007

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 4,211,356 130,803 304,031 614,744 579,404 732,516 806,433 633,878 409,547

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 300.00 2.1 2.8 3.3 2.6 2.5 2.4 2.2 1.4 0.5

300.00–349.90 1.1 0.9 0.9 0.8 0.9 1.0 1.2 1.4 1.7

350.00–399.90 1.4 1.2 1.0 1.0 1.2 1.2 1.4 1.6 2.4

400.00–449.90 1.5 1.5 1.3 1.4 1.6 1.5 1.6 1.6 1.6

450.00–499.90 1.9 2.4 1.8 1.7 2.0 1.9 1.9 1.9 2.0

500.00–549.90 2.2 2.6 2.2 2.0 2.2 2.1 2.1 2.1 2.4

550.00–599.90 2.4 2.8 2.4 2.2 2.5 2.4 2.4 2.4 2.7

600.00–649.90 2.6 2.9 2.6 2.3 2.6 2.5 2.6 2.6 2.9

650.00–699.90 2.9 3.2 2.9 2.6 2.8 2.7 2.9 3.0 3.3

700.00–749.90 3.4 3.5 3.1 2.9 3.2 3.3 3.6 3.8 4.2

750.00–799.90 3.7 3.8 3.3 3.2 3.5 3.6 3.9 4.1 4.7

800.00–849.90 4.2 4.0 3.7 3.5 3.9 4.0 4.4 4.7 5.3

850.00–899.90 4.5 4.2 4.0 3.8 4.4 4.4 4.7 4.7 5.4

900.00–949.90 4.8 4.4 4.3 4.1 4.7 4.8 5.1 4.9 5.6

950.00–999.90 5.3 4.6 4.5 4.5 5.2 5.6 6.1 5.3 5.8

1,000.00–1,049.90 5.8 4.9 4.9 4.9 5.7 6.5 6.6 5.8 5.6

1,050.00–1,099.90 6.4 5.2 5.3 5.8 7.5 7.5 6.3 6.2 5.3

1,100.00–1,149.90 6.2 5.1 5.4 6.1 7.2 6.2 6.5 6.4 5.2

1,150.00–1,199.90 5.5 4.8 5.2 5.9 6.0 5.4 5.8 5.2 4.7

1,200,00–1,249.90 5.2 4.7 5.1 5.7 5.4 6.0 5.2 4.4 4.2

1,250.00–1,299.90 4.6 6.3 5.7 5.4 4.8 5.1 4.0 3.8 3.3

1,300.00–1,349.90 3.8 6.2 5.5 4.8 4.1 3.7 3.2 3.2 2.6

1,350.00–1,399.90 3.3 5.2 4.9 4.1 3.2 2.9 3.0 2.8 2.2

1,400.00–1,449.90 3.0 4.5 4.5 3.5 2.5 2.7 2.9 2.7 1.9

1,450.00–1,499.90 2.6 3.9 4.0 3.0 2.4 2.5 2.2 2.2 1.8

1,500.00–1,549.90 2.3 2.8 2.8 2.6 2.2 2.1 1.9 2.3 2.1

1,550.00–1,599.90 1.5 1.0 1.8 2.1 1.6 1.4 1.2 1.5 1.7

1,600.00–1,649.90 1.2 0.3 1.3 1.7 1.1 1.0 0.9 1.2 1.4

1,650.00–1,699.90 0.9 0.1 0.9 1.4 0.8 0.7 0.7 1.1 1.1

1,700.00–1,749.90 0.7 a

a. Less than 0.05 percent.

0.6 1.1 0.6 0.5 0.5 0.9 0.9

1,750.00–1,799.90 0.5 a 0.3 0.9 0.4 0.4 0.4 0.7 0.7

1,800.00–1,849.90 0.4 a 0.2 0.7 0.3 0.3 0.4 0.5 0.6

1,850.00–1,899.90 0.3 a 0.1 0.5 0.2 0.3 0.3 0.4 0.5

1,900.00 or more 1.7 a 0.2 1.1 1.0 1.3 1.7 3.0 3.7

Average benefit (dollars) 1,040.40 1,011.90 1,043.50 1,078.10 1,028.30 1,030.30 1,024.00 1,052.60 1,039.40

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
5.F OASDI Current-Pay Benefits: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 5.73

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

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

by type of benefit, December 1950–2007, selected years

Year

Total

Widowed

Subtotal Surviving divorced

With at least 1 child

under age 16 a

a. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least age 14 

and who were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier.

Entitled solely because of

at least 1 disabled child b

b. Excludes mothers and fathers who had both disabled and nondisabled entitled children in their care.

Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars) Number

Total monthly

benefits

(thousands

of dollars)

1950 169,438 5,801 169,426 5,800 169,426 5,800 . . . . . . 12 c

c. Less than $500.

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

1965 471,816 30,882 471,286 30,842 461,011 30,132 10,275 710 530 40

1970 523,136 45,258 521,698 45,127 510,215 44,039 11,483 1,089 1,438 131

1971 535,126 51,163 533,560 51,055 520,301 49,603 13,259 1,402 1,566 158

1972 540,965 62,457 539,153 62,237 526,548 60,612 12,605 1,625 1,812 220

1973 571,907 67,578 565,327 66,823 551,509 64,985 13,818 1,838 6,580 754

1974 573,506 76,980 562,801 75,605 544,335 72,914 18,466 2,692 10,705 1,374

1975 581,845 85,676 565,941 83,435 544,886 80,068 21,075 3,366 15,904 2,241

1976 578,727 92,466 558,933 89,400 537,002 85,637 21,931 3,764 19,794 3,065

1977 583,195 101,345 558,886 97,227 536,481 93,091 22,405 4,136 24,309 4,117

1978 576,343 109,714 548,463 104,506 525,879 100,028 22,584 4,478 27,880 5,209

1979 573,750 121,957 541,480 115,284 518,564 110,235 22,916 5,049 32,270 6,674

1980 562,316 138,426 525,661 129,754 502,639 123,885 23,022 5,869 36,655 8,671

1981 547,593 151,509 507,777 140,990 484,427 134,299 23,350 6,691 39,816 10,518

1982 514,772 155,876 474,003 144,207 451,159 137,068 22,844 7,139 40,769 11,669

1983 400,298 123,559 363,946 112,979 339,367 104,956 24,579 8,022 36,352 10,581

1984 382,411 122,957 346,319 112,002 318,076 102,391 28,243 9,612 36,092 10,995

1985 371,659 123,557 335,085 112,117 306,004 101,812 29,081 10,304 36,574 11,440

1986 350,546 118,602 315,572 107,470 286,290 96,887 29,282 10,583 34,974 11,132

1987 340,940 115,967 307,581 104,888 278,582 93,871 28,999 11,017 33,359 11,079

1988 317,761 116,902 285,265 105,596 256,463 94,096 28,802 11,500 32,496 11,306

1989 312,079 120,970 280,006 109,184 251,646 97,170 28,360 12,014 32,073 11,786

1990 303,923 124,340 272,526 112,103 244,965 99,683 27,561 12,420 31,397 12,237

1991 300,661 127,510 269,679 114,962 242,379 102,085 27,300 12,877 30,982 12,548

1992 294,716 128,748 263,630 115,884 236,990 102,840 26,640 13,045 30,546 12,864

1993 289,350 129,752 259,320 116,771 232,794 103,365 26,526 13,407 30,030 12,981

1994 283,072 131,463 253,928 118,399 227,709 104,658 26,219 13,741 29,144 13,064

1995 275,020 131,430 247,113 118,550 221,494 104,664 25,619 13,886 27,907 12,881

1996 242,135 124,678 218,171 112,627 193,664 98,799 24,507 13,828 23,964 12,051

1997 230,222 122,488 207,658 110,774 184,184 97,120 23,474 13,654 22,564 11,714

1998 220,610 120,247 199,447 109,001 176,660 95,491 22,787 13,510 21,163 11,246

1999 212,401 120,157 192,544 109,195 170,572 95,732 21,972 13,463 19,857 10,962

2000 203,052 120,812 184,397 109,941 164,420 97,063 19,977 12,878 18,655 10,871

2001 197,375 122,526 179,413 111,539 160,186 98,672 19,227 12,867 17,962 10,987

2002 194,117 124,267 176,447 113,097 158,020 100,413 18,427 12,685 17,670 11,170

2003 190,252 126,278 172,955 114,914 154,990 102,158 17,965 12,756 17,297 11,364

2004 183,829 126,734 167,234 115,343 150,681 103,150 16,553 12,193 16,595 11,391

2005 178,396 129,246 162,455 117,756 146,228 105,212 16,227 12,544 15,941 11,490

2006 171,453 129,721 156,304 118,314 140,615 105,653 15,689 12,661 15,149 11,407

2007 164,665 128,742 150,214 117,471 135,146 104,935 15,068 12,536 14,451 11,271

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
5.F OASDI Current-Pay Benefits: Dependents and Survivors

5.74 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

status, and limitation of benefit, December 2007

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 3,750,220 1,042.50 1,745,354 1,142.50 829,581 1,286.90 915,773 1,011.70 a 2,004,866

a. Includes 145,553 widows with benefits also limited due to early retirement of spouse.

955.50

65–69 601,934 1,079.90 82,721 1,250.90 56,550 1,321.30 26,171 1,098.90 519,213 1,052.60

65 132,476 1,049.70 2,780 1,160.80 2,228 1,184.90 552 1,063.70 129,696 1,047.30

66 122,268 1,110.50 13,908 1,346.10 10,489 1,407.30 3,419 1,158.20 108,360 1,080.30

67 117,200 1,099.10 18,129 1,283.90 12,843 1,354.20 5,286 1,113.10 99,071 1,065.30

68 114,823 1,082.10 23,040 1,239.00 15,499 1,310.80 7,541 1,091.40 91,783 1,042.70

69 115,167 1,060.30 24,864 1,194.80 15,491 1,265.80 9,373 1,077.40 90,303 1,023.30

70–74 575,430 1,030.00 182,537 1,139.90 97,151 1,229.40 85,386 1,037.90 392,893 979.00

70 104,517 1,036.30 25,863 1,150.70 14,571 1,229.20 11,292 1,049.30 78,654 998.70

71 109,207 1,030.10 30,520 1,136.10 16,640 1,218.30 13,880 1,037.50 78,687 989.10

72 116,897 1,026.00 36,655 1,135.90 19,525 1,224.20 17,130 1,035.20 80,242 975.90

73 123,159 1,030.60 42,981 1,142.30 22,649 1,236.30 20,332 1,037.60 80,178 970.80

74 121,650 1,027.70 46,518 1,137.20 23,766 1,235.00 22,752 1,035.00 75,132 959.90

75–79 729,036 1,031.80 336,365 1,132.90 158,166 1,249.00 178,199 1,029.90 392,671 945.20

75 131,863 1,026.70 54,223 1,132.00 26,424 1,235.70 27,799 1,033.40 77,640 953.20

76 137,845 1,032.00 60,384 1,135.80 28,869 1,247.80 31,515 1,033.10 77,461 951.20

77 150,411 1,035.50 69,155 1,137.70 32,555 1,253.10 36,600 1,035.20 81,256 948.50

78 151,901 1,034.40 73,278 1,132.90 33,994 1,252.70 39,284 1,029.10 78,623 942.60

79 157,016 1,029.80 79,325 1,127.30 36,324 1,252.40 43,001 1,021.70 77,691 930.30

80–84 803,629 1,025.30 447,769 1,123.70 200,224 1,269.20 247,545 1,006.00 355,860 901.50

80 163,280 1,027.70 84,761 1,128.20 38,317 1,259.80 46,444 1,019.60 78,519 919.20

81 162,464 1,023.60 87,817 1,124.00 39,971 1,261.60 47,846 1,009.10 74,647 905.40

82 160,228 1,025.50 89,776 1,122.40 39,733 1,268.50 50,043 1,006.40 70,452 901.90

83 162,378 1,022.20 93,474 1,118.60 41,545 1,269.30 51,929 998.00 68,904 891.60

84 155,279 1,027.60 91,941 1,125.70 40,658 1,286.10 51,283 998.50 63,338 885.30

85–89 632,064 1,053.80 402,467 1,157.50 178,986 1,340.50 223,481 1,010.90 229,597 872.10

85 149,492 1,034.60 91,009 1,132.70 40,292 1,299.80 50,717 999.80 58,483 881.90

86 146,624 1,046.60 91,541 1,148.80 40,610 1,326.90 50,931 1,006.80 55,083 876.70

87 131,730 1,057.30 84,038 1,162.30 37,568 1,347.50 46,470 1,012.50 47,692 872.50

88 107,632 1,064.10 70,345 1,170.10 31,414 1,359.60 38,931 1,017.10 37,287 864.10

89 96,586 1,078.40 65,534 1,184.30 29,102 1,386.10 36,432 1,023.00 31,052 854.80

90 or older 408,127 1,040.80 293,495 1,132.90 138,504 1,312.90 154,991 972.10 114,632 805.10

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Annual Statistical Supplement, 2008 ♦ 5.75

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

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

December 2007

Sex and primary insurance amount (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent

All dually entitled retired workers 6,406,313 100.0 1,153,543 100.0 5,252,770 100.0

Less than 250.00 431,018 6.7 69,676 6.0 361,342 6.9

250.00–299.90 302,140 4.7 45,086 3.9 257,054 4.9

300.00–349.90 330,551 5.2 49,940 4.3 280,611 5.3

350.00–399.90 379,834 5.9 60,500 5.2 319,334 6.1

400.00–449.90 302,854 4.7 48,648 4.2 254,206 4.8

450.00–499.90 317,318 5.0 52,965 4.6 264,353 5.0

500.00–549.90 438,803 6.8 79,193 6.9 359,610 6.8

550.00–599.90 540,956 8.4 102,277 8.9 438,679 8.4

600.00–649.90 559,702 8.7 101,694 8.8 458,008 8.7

650.00–699.90 517,119 8.1 92,838 8.0 424,281 8.1

700.00–749.90 456,589 7.1 82,713 7.2 373,876 7.1

750.00–799.90 359,973 5.6 67,751 5.9 292,222 5.6

800.00–849.90 286,202 4.5 55,569 4.8 230,633 4.4

850.00–899.90 233,157 3.6 46,674 4.0 186,483 3.6

900.00–949.90 187,451 2.9 38,403 3.3 149,048 2.8

950.00–999.90 151,434 2.4 32,269 2.8 119,165 2.3

1,000.00–1,049.90 124,367 1.9 26,877 2.3 97,490 1.9

1,050.00–1,099.90 100,553 1.6 21,450 1.9 79,103 1.5

1,100.00–1,149.90 85,641 1.3 17,671 1.5 67,970 1.3

1,150.00–1,199.90 68,617 1.1 13,523 1.2 55,094 1.0

1,200.00 or more 232,034 3.6 47,826 4.1 184,208 3.5

Men 134,825 100.0 37,365 100.0 97,460 100.0

Less than 250.00 6,250 4.6 3,174 8.5 3,076 3.2

250.00–299.90 3,684 2.7 1,639 4.4 2,045 2.1

300.00–349.90 3,851 2.9 1,630 4.4 2,221 2.3

350.00–399.90 4,274 3.2 1,744 4.7 2,530 2.6

400.00–449.90 3,424 2.5 1,396 3.7 2,028 2.1

450.00–499.90 3,530 2.6 1,448 3.9 2,082 2.1

500.00–549.90 4,788 3.6 1,890 5.1 2,898 3.0

550.00–599.90 6,421 4.8 2,523 6.8 3,898 4.0

600.00–649.90 6,976 5.2 2,561 6.9 4,415 4.5

650.00–699.90 6,938 5.1 2,460 6.6 4,478 4.6

700.00–749.90 6,945 5.2 2,312 6.2 4,633 4.8

750.00–799.90 6,381 4.7 1,978 5.3 4,403 4.5

800.00–849.90 5,968 4.4 1,642 4.4 4,326 4.4

850.00–899.90 5,364 4.0 1,349 3.6 4,015 4.1

900.00–949.90 4,984 3.7 1,106 3.0 3,878 4.0

950.00–999.90 4,663 3.5 935 2.5 3,728 3.8

1,000.00–1,049.90 4,565 3.4 851 2.3 3,714 3.8

1,050.00–1,099.90 4,488 3.3 713 1.9 3,775 3.9

1,100.00–1,149.90 4,708 3.5 749 2.0 3,959 4.1

1,150.00–1,199.90 4,470 3.3 667 1.8 3,803 3.9

1,200.00 or more 32,153 23.8 4,598 12.3 27,555 28.3

Women 6,271,488 100.0 1,116,178 100.0 5,155,310 100.0

Less than 250.00 424,768 6.8 66,502 6.0 358,266 6.9

250.00–299.90 298,456 4.8 43,447 3.9 255,009 4.9

300.00–349.90 326,700 5.2 48,310 4.3 278,390 5.4

350.00–399.90 375,560 6.0 58,756 5.3 316,804 6.1

400.00–449.90 299,430 4.8 47,252 4.2 252,178 4.9

450.00–499.90 313,788 5.0 51,517 4.6 262,271 5.1

500.00–549.90 434,015 6.9 77,303 6.9 356,712 6.9

550.00–599.90 534,535 8.5 99,754 8.9 434,781 8.4

600.00–649.90 552,726 8.8 99,133 8.9 453,593 8.8

650.00–699.90 510,181 8.1 90,378 8.1 419,803 8.1

700.00–749.90 449,644 7.2 80,401 7.2 369,243 7.2

(Continued)
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

5.76 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Women (cont.)

750.00–799.90 353,592 5.6 65,773 5.9 287,819 5.6

800.00–849.90 280,234 4.5 53,927 4.8 226,307 4.4

850.00–899.90 227,793 3.6 45,325 4.1 182,468 3.5

900.00–949.90 182,467 2.9 37,297 3.3 145,170 2.8

950.00–999.90 146,771 2.3 31,334 2.8 115,437 2.2

1,000.00–1,049.90 119,802 1.9 26,026 2.3 93,776 1.8

1,050.00–1,099.90 96,065 1.5 20,737 1.9 75,328 1.5

1,100.00–1,149.90 80,933 1.3 16,922 1.5 64,011 1.2

1,150.00–1,199.90 64,147 1.0 12,856 1.2 51,291 1.0

1,200.00 or more 199,881 3.2 43,228 3.9 156,653 3.0

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

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

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

December 2007—Continued

Sex and primary insurance amount (dollars)

Total Without reduction for early retirement With reduction for early retirement

Number Percent Number Percent Number Percent
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Annual Statistical Supplement, 2008 ♦ 5.77

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

benefit, December 1952–2007

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 10.3 a 324,930 a 12.3 a 3,740 a 7,120 a 4,110 a 1,910 a 1,100

1966 706,860 699,080 15.1 a 315,550 a 11.2 a 379,440 a 13.2 a 4,090 a 7,780 a 4,470 a 2,260 a 1,050

1967 770,190 760,950 15.7 a 334,200 a 11.8 a 422,480 a 13.8 a 4,270 a 9,240 a 5,190 a 3,070 a 980

1968 842,560 831,760 16.3 a 354,750 a 12.4 a 472,590 a 14.5 a 4,420 a 10,800 a 5,810 a 4,110 a 880

1969 920,250 909,720 17.0 a 376,520 a 13.0 a 528,660 a 15.3 a 4,540 a 10,530 a 5,620 a 4,160 a 750

1970 977,340 966,780 17.1 a 388,210 a 13.3 a 573,950 a 15.9 a 4,620 a 10,560 a 5,530 a 4,400 a 630

1971 1,069,940 1,060,120 17.7 a 411,710 a 13.8 a 643,730 a 16.9 a 4,680 a 9,820 a 5,130 a 4,170 a 520

1972 1,183,369 1,170,286 18.5 a 477,333 a 15.5 a 688,087 a 17.3 a 4,866 a 13,083 a 6,797 a 5,442 a 844

1973 1,377,080 1,361,360 20.2 562,111 17.7 794,001 22.2 5,248 15,710 7,966 6,986 758

1974 1,534,583 1,516,326 21.3 a 554,844 a 17.1 a 956,662 a 21.4 a 4,820 a 18,257 a 6,592 a 11,080 a 585

1975 1,679,825 1,660,451 22.4 616,669 18.4 1,038,992 22.3 4,790 19,374 9,920 8,690 764

1976 1,827,928 1,812,008 23.4 a 669,792 a 19.5 a 1,137,251 a 23.4 a 4,965 a 15,920 a 7,497 a 7,779 a 644

1977 2,026,534 1,991,915 24.6 762,250 21.4 1,225,344 24.3 4,321 34,619 14,557 19,544 518

1978 2,208,490 2,163,011 25.7 836,004 22.8 1,322,897 25.3 4,110 45,479 17,832 27,192 455

1979 2,435,848 2,380,260 27.1 917,747 24.4 1,458,611 26.6 3,902 55,588 20,179 35,004 405

1980 2,660,037 2,594,467 28.5 1,015,672 26.2 1,575,085 27.8 3,710 65,570 22,597 42,580 393

1981 -- -- -- -- -- -- -- -- -- -- -- --

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

(Continued)
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

5.78 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

2000 6,009,800 5,896,390 42.9 2,568,470 48.2 3,327,360 41.6 560 113,410 24,660 88,720 30

2001 6,076,350 5,961,580 42.9 2,583,730 48.9 3,377,330 42.4 520 114,770 25,570 89,170 30

2002 6,134,800 6,016,680 42.7 2,591,820 49.5 3,424,390 43.0 470 118,120 27,090 91,000 30

2003 6,183,070 6,063,250 42.4 2,602,590 50.1 3,460,280 43.7 380 119,820 28,160 91,640 20

2004 6,229,670 6,107,410 42.0 2,618,980 50.7 3,488,020 44.3 410 122,260 29,070 93,170 20

2005 6,289,650 6,164,730 41.6 2,650,260 51.4 3,514,100 44.9 370 124,920 30,070 94,810 40

2006 6,347,442 6,216,955 41.2 2,676,186 52.1 3,540,363 45.6 406 130,487 31,650 98,794 43

2007 6,406,313 6,271,488 40.7 2,706,165 52.8 3,564,946 46.1 377 134,825 33,613 101,168 44

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1993–2005 are based on a 10 percent sample. All other years are 100 percent data.

NOTE: -- = not available.

a. Distributions by type of secondary benefit are estimated.

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

benefit, December 1952–2007—Continued

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
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

Annual Statistical Supplement, 2008 ♦ 5.79

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Table 5.G3—Number receiving both a retired-worker and a secondary benefit and average monthly benefit, by 

type of secondary benefit, December 2007

Type of secondary benefit Number

Average monthly benefit (dollars)

Combined benefit

Retiredworker benefitReduced

secondary benefit

All dually entitled retired workers 6,406,313 967.90 536.10 431.80

Wives and husbands 2,739,778 656.90 442.80 214.10

Wives of— 2,706,165 657.60 442.80 214.80

Retired workers 2,687,462 657.90 443.00 214.90

Disabled workers 18,703 609.70 405.50 204.20

Husbands of— 33,613 599.20 445.60 153.60

Retired workers 32,846 600.70 446.50 154.20

Disabled workers 767 537.70 408.10 129.60

Widow(er)s 3,666,114 1,200.30 605.90 594.40

Widows 3,564,946 1,202.40 599.00 603.40

Widowers 101,168 1,124.30 846.50 277.80

Parents 421 1,138.80 514.00 624.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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

retired-worker benefit as a percentage of combined benefit, December 2007

Total combined monthly 

benefit (dollars)

Number Average combined monthly benefit (dollars)

Retired-worker benefit as a percentage

of combined monthly benefit

Wives or

husbands Widow(er)s

Wives or

husbands Widow(er)s

Wives or

husbands Widow(er)s

All dually entitled retired 

workers a 2,739,778

a. Includes 33,613 husbands.

b 3,666,114

b. Includes 101,168 widowers.

650.80 1,211.10 68 50

Less than 200.00 12,697 2,343 153.50 152.90 86 81

200.00–249.90 15,732 2,621 227.40 227.60 82 76

250.00–299.90 25,168 3,929 276.30 276.60 78 73

300.00–349.90 34,821 7,509 325.90 325.30 74 73

350.00–399.90 48,902 10,348 376.30 376.90 71 71

400.00–449.90 71,872 12,846 426.50 426.80 69 68

450.00–499.90 120,494 19,563 477.20 476.20 69 67

500.00–549.90 220,085 27,542 527.30 526.50 68 66

550.00–599.90 373,074 37,099 577.20 576.30 68 66

600.00–649.90 472,274 45,162 624.50 625.90 70 66

650.00–699.90 401,594 54,167 673.90 675.70 70 65

700.00–749.90 330,392 65,560 724.20 725.70 68 64

750.00–799.90 248,101 77,023 772.70 775.60 68 63

800.00–849.90 143,597 92,245 822.80 825.70 66 62

850.00–899.90 91,253 110,462 873.10 875.70 64 61

900.00–949.90 57,950 136,525 922.90 925.70 63 60

950.00–999.90 38,317 167,161 973.10 975.60 62 59

1,000.00–1,049.90 c 33,455

c. $1,000 or more.

198,911 c 1,082.00 1,025.30 c 57 57

1,050.00–1,099.90 . . . 232,011 . . . 1,075.60 . . . 55

1,100.00–1,149.90 . . . 266,136 . . . 1,124.90 . . . 53

1,150.00–1,199.90 . . . 260,240 . . . 1,174.80 . . . 52

1,200.00–1,249.90 . . . 275,105 . . . 1,225.20 . . . 51

1,250.00–1,299.90 . . . 245,457 . . . 1,274.10 . . . 50

1,300.00–1,349.90 . . . 205,928 . . . 1,324.20 . . . 49

1,350.00–1,399.90 . . . 182,780 . . . 1,374.40 . . . 48

1,400.00–1,449.90 . . . 165,762 . . . 1,424.30 . . . 46

1,450.00–1,499.90 . . . 151,593 . . . 1,474.80 . . . 45

1,500.00 or more . . . 610,086 . . . 1,728.20 . . . 41

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement

5.80 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

December 2007

Total combined

monthly benefit

(dollars) Number

Percentage distribution by dollar amount of retired-worker benefit

Total

Less

than

200.00

200.00–

249.90

250.00–

299.90

300.00–

349.90

350.00–

399.90

400.00–

449.90

450.00–

499.90

500.00–

549.90

550.00–

599.90

600.00–

649.90

650.00–

699.90

700.00

or more

Dually entitled wives and husbands

All a 2,739,778

a. Includes 33,613 husbands.

100.0 8.4 7.6 7.8 7.8 7.5 9.0 12.1 12.4 10.0 7.1 4.5 5.8

Less than 200.00 12,697 100.0 100.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

200.00–249.90 15,732 100.0 49.4 50.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

250.00–299.90 25,168 100.0 36.9 27.3 35.8 . . . . . . . . . . . . . . . . . . . . . . . . . . .

300.00–349.00 34,821 100.0 28.0 22.5 22.1 27.4 . . . . . . . . . . . . . . . . . . . . . . . .

350.00–399.90 48,902 100.0 22.4 18.2 19.9 19.2 20.3 . . . . . . . . . . . . . . . . . . . . .

400.00–449.90 71,872 100.0 18.3 15.7 16.8 16.9 15.7 16.6 . . . . . . . . . . . . . . . . . .

450.00–499.90 120,494 100.0 14.2 12.7 13.1 13.4 13.0 16.7 16.9 . . . . . . . . . . . . . . .

500.00–549.90 220,085 100.0 12.0 11.3 10.6 10.4 10.2 13.9 18.3 13.3 . . . . . . . . . . . .

550.00–599.90 373,074 100.0 9.6 9.0 9.0 9.0 8.8 12.2 16.6 16.3 9.5 . . . . . . . . .

600.00–649.90 472,274 100.0 6.0 6.1 6.9 7.4 7.6 10.4 16.0 16.8 15.2 7.6 . . . . . .

650.00–699.90 401,594 100.0 5.0 5.2 6.0 6.4 6.7 8.0 13.1 15.7 14.6 13.2 6.1 . . .

700.00 or more 943,065 100.0 4.2 4.3 4.9 5.3 5.4 6.0 8.5 11.2 11.5 11.4 10.5 16.8

Dually entitled widow(er)s

All b 3,666,114

b. Includes 101,168 widowers.

100.0 4.6 4.5 4.4 5.9 5.0 6.5 7.7 7.5 7.5 6.7 6.1 33.6

Less than 200.00 2,343 100.0 100.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

200.00–249.90 2,621 100.0 59.9 40.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

250.00–299.90 3,929 100.0 43.8 28.6 27.6 . . . . . . . . . . . . . . . . . . . . . . . . . . .

300.00–349.90 7,509 100.0 29.8 22.5 20.6 27.1 . . . . . . . . . . . . . . . . . . . . . . . .

350.00–399.90 10,348 100.0 21.7 16.6 17.1 28.7 15.9 . . . . . . . . . . . . . . . . . . . . .

400.00–449.90 12,846 100.0 19.4 14.9 14.7 20.9 16.6 13.5 . . . . . . . . . . . . . . . . . .

450.00–499.90 19,563 100.0 16.5 12.3 12.4 17.3 14.2 15.6 11.7 . . . . . . . . . . . . . . .

500.00–549.90 27,542 100.0 13.4 10.0 10.0 13.9 12.7 14.4 15.3 10.3 . . . . . . . . . . . .

550.00–599.90 37,099 100.0 10.7 8.7 8.4 12.0 11.0 12.9 14.2 13.1 9.0 . . . . . . . . .

600.00–649.90 45,162 100.0 8.7 7.2 7.3 10.3 9.2 11.4 13.4 12.7 12.5 7.3 . . . . . .

650.00–699.90 54,167 100.0 7.3 6.2 6.3 8.9 8.1 10.3 12.2 12.1 11.8 10.5 6.3 . . .

700.00–749.90 65,560 100.0 6.5 5.7 5.7 8.0 7.1 9.2 11.2 11.1 11.2 10.2 9.0 5.1

750.00–799.90 77,023 100.0 5.7 4.9 5.2 7.4 6.5 8.3 10.1 10.6 10.9 9.8 8.7 11.9

800.00–849.90 92,245 100.0 5.0 4.7 4.9 6.9 5.9 7.6 9.5 9.9 10.3 9.5 8.5 17.3

850.00–899.90 110,462 100.0 4.4 4.3 4.4 6.6 5.7 7.3 8.7 9.1 9.6 9.0 8.4 22.5

900.00–949.90 136,525 100.0 4.0 4.1 4.2 6.5 5.4 7.2 8.3 8.6 8.9 8.5 8.0 26.3

950.00–999.90 167,161 100.0 3.8 3.8 4.0 6.2 5.1 6.8 7.9 8.0 8.2 8.0 7.7 30.5

1,000.00–1,049.90 198,911 100.0 3.8 4.0 3.8 5.9 4.8 6.5 7.7 7.6 7.8 7.5 7.1 33.5

1,050.00–1,099.90 232,011 100.0 4.2 4.4 4.1 5.7 4.7 6.6 7.6 7.5 7.6 7.1 6.5 34.0

1,100.00–1,149.90 266,136 100.0 4.5 4.6 4.1 5.5 4.8 6.5 7.4 7.2 7.4 6.7 6.3 35.0

1,150.00–1,199.90 260,240 100.0 4.3 4.4 4.1 5.4 4.5 6.4 7.4 7.1 7.2 6.7 6.1 36.4

1,200.00–1,249.90 275,105 100.0 4.2 4.3 4.0 5.1 4.3 6.3 7.5 7.2 7.2 6.5 6.0 37.4

1,250.00–1,299.90 245,457 100.0 3.9 4.2 4.0 4.9 4.3 6.2 7.5 7.2 7.2 6.5 5.8 38.3

1,300.00–1,349.90 205,928 100.0 3.6 4.0 3.9 4.8 4.1 6.0 7.2 7.2 6.9 6.4 5.8 40.1

1,350.00–1,399.90 182,780 100.0 3.6 4.0 3.9 4.7 4.0 5.8 7.0 7.0 6.9 6.3 5.7 41.1

1,400.00–1,449.90 165,762 100.0 3.8 4.1 4.1 4.7 4.1 5.7 6.9 6.9 6.8 6.1 5.7 41.1

1,450.00–1,499.90 151,593 100.0 3.7 3.9 3.9 4.7 4.1 5.5 6.8 6.8 6.9 6.1 5.6 42.0

1,500.00 or more 610,086 100.0 3.2 3.7 3.9 5.0 4.4 5.2 6.4 6.5 6.5 5.9 5.3 44.0

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.
5.H OASDI Current-Pay Benefits: Beneficiary Families

Annual Statistical Supplement, 2008 ♦ 5.81

Table 5.H1—Number and average monthly family benefit for selected family groups, December 1945–2007, 

selected years

Year

Retired-worker families Survivor families Disabled-worker families

Worker only Worker

and

wife a

Nondisabled

widow

only

Widowed mother

or father and— Worker only Worker, wife, b and— Worker

and

All Men Women spouse

1

child

2

children

3 or more

children All Men Women

1

child

2 or more

children

Number (thousands)

1945 416 338 78 181 95 86 48 24 . . . . . . . . . . . . . . . . . .

1950 1,240 939 301 498 314 82 53 33 . . . . . . . . . . . . . . . . . .

1955 3,266 2,054 1,212 1,124 700 126 86 80 . . . . . . . . . . . . . . . . . .

1960 5,742 2,922 2,820 2,122 1,527 172 113 114 357 261 96 22 32 22

1965 8,386 4,137 4,249 2,400 2,332 182 135 153 714 481 232 54 109 30

1970 10,533 4,904 5,629 2,457 3,080 183 155 182 1,054 680 374 77 164 43

1975 13,520 6,134 7,385 2,618 3,606 221 182 176 1,750 1,080 671 137 250 66

1980 16,314 7,286 9,028 2,736 4,033 239 184 134 2,061 1,257 804 154 228 80

1985 19,132 8,601 10,531 2,861 4,606 158 131 74 2,039 1,267 772 84 140 76

1986 19,664 8,849 10,816 2,883 4,666 151 123 68 2,096 1,301 795 82 136 74

1987 20,137 9,064 11,074 2,893 4,709 141 115 62 2,154 1,338 816 79 132 74

1988 20,567 9,264 11,302 2,896 4,749 137 112 61 2,194 1,353 841 77 125 71

1989 21,036 9,495 11,541 2,903 4,788 137 109 58 2,262 1,390 872 75 120 67

1990 21,537 9,752 11,786 2,914 4,825 133 106 57 2,370 1,448 922 75 118 63

1991 21,978 9,985 11,992 2,918 4,850 130 106 55 2,523 1,529 994 76 119 61

1992 22,434 10,218 12,216 2,928 4,871 129 103 54 2,738 1,643 1,094 78 125 61

1993 22,796 10,404 12,392 2,912 4,870 126 103 53 2,935 1,743 1,192 78 127 59

1994 23,124 10,573 12,552 2,885 4,862 123 100 51 3,121 1,830 1,292 76 128 57

1995 23,433 10,732 12,701 2,845 4,841 120 97 49 3,305 1,909 1,396 75 124 55

1996 23,705 10,874 12,831 2,799 4,815 117 78 41 3,473 1,973 1,500 61 104 53

1997 24,124 11,027 13,097 2,759 4,657 113 74 37 3,593 2,006 1,588 57 91 53

1998 24,409 11,163 13,246 2,703 4,589 111 69 34 3,769 2,074 1,695 52 80 53

1999 24,730 11,337 13,394 2,651 4,536 107 67 32 3,924 2,131 1,793 49 72 52

2000 25,452 11,780 13,672 2,638 4,491 102 65 30 4,080 2,191 1,890 45 65 50

2001 25,838 11,990 13,848 2,581 4,416 98 63 29 4,292 2,282 2,010 43 60 51

2002 26,247 12,218 14,029 2,525 4,353 98 62 28 4,536 2,391 2,145 41 56 50

2003 26,664 12,420 14,224 2,468 4,286 96 61 27 4,832 2,532 2,301 40 55 53

2004 27,114 12,654 14,460 2,416 4,216 93 59 26 5,133 2,668 2,464 38 53 60

2005 27,659 12,916 14,743 2,368 4,140 90 56 26 5,423 2,797 2,626 36 51 67

2006 28,198 13,174 15,024 2,324 4,059 89 54 24 5,703 2,918 2,784 36 47 71

2007 28,791 13,461 15,330 2,281 3,995 86 52 23 5,975 3,042 2,933 33 43 72

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

(Continued)
5.H OASDI Current-Pay Benefits: Beneficiary Families

5.82 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Average monthly family benefit (dollars) (cont.)

1995 704.80 803.00 621.80 1,220.60 681.60 1,184.50 1,365.50 1,299.80 667.60 757.40 544.80 1,205.50 1,130.90 1,159.90

1996 730.00 831.10 644.20 1,262.10 708.70 1,222.50 1,450.60 1,347.20 690.60 785.30 566.00 1,245.90 1,148.50 1,200.60

1997 750.20 853.70 663.10 1,294.60 733.20 1,250.30 1,502.60 1,358.00 708.00 806.60 583.60 1,280.20 1,165.90 1,238.50

1998 765.10 870.50 676.40 1,317.70 750.90 1,277.00 1,537.70 1,393.20 720.00 820.20 597.40 1,300.40 1,189.40 1,261.90

1999 789.80 898.60 697.70 1,356.80 776.60 1,325.40 1,590.40 1,446.30 741.20 844.50 618.50 1,344.90 1,224.20 1,295.30

2000 830.10 945.90 730.30 1,419.90 812.30 1,387.90 1,675.40 1,513.20 773.60 880.70 649.40 1,394.20 1,274.30 1,355.50

2001 860.20 979.90 756.60 1,465.50 842.90 1,439.70 1,755.10 1,600.60 801.20 911.00 676.60 1,440.70 1,317.90 1,405.70

2002 881.30 1,003.80 774.60 1,494.20 863.40 1,473.20 1,812.10 1,664.50 820.50 931.90 696.40 1,468.10 1,352.50 1,449.20

2003 908.70 1,035.20 798.30 1,534.90 890.50 1,525.40 1,881.00 1,724.20 848.00 962.50 722.00 1,517.70 1,409.60 1,497.50

2004 941.90 1,073.20 826.90 1,585.40 922.40 1,588.30 1,952.80 1,803.40 880.20 998.00 752.50 1,572.90 1,463.30 1,566.50

2005 989.00 1,126.80 868.30 1,660.30 969.10 1,663.30 2,061.30 1,885.40 923.20 1,045.60 792.80 1,652.00 1,540.90 1,668.50

2006 1,031.30 1,174.70 905.70 1,726.10 1,009.80 1,737.10 2,146.70 1,980.80 961.10 1,089.10 827.00 1,722.20 1,599.90 1,743.80

2007 1,065.90 1,213.50 936.20 1,775.90 1,042.40 1,791.90 2,221.10 2,051.10 987.40 1,116.90 853.10 1,775.80 1,655.60 1,796.60

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1945–1984 are based on various sampling rates. Data for 1985–2005 are based on a 

10 percent sample. All other years are 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Wife’s entitlement based on age.

b. Wife’s entitlement based on care of children.

Table 5.H1—Number and average monthly family benefit for selected family groups, December 1945–2007, 

selected years—Continued

Year

Retired-worker families Survivor families Disabled-worker families

Worker only Worker

and

wife a

Nondisabled

widow

only

Widowed mother

or father and— Worker only Worker, wife, b and— Worker

and

All Men Women spouse

1

child

2

children

3 or more

children All Men Women

1

child

2 or more

children
5.H OASDI Current-Pay Benefits: Beneficiary Families

Annual Statistical Supplement, 2008 ♦ 5.83

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

family groups, December 2007

Family group

Number (thousands) Average primary

insurance amount (dollars)

Average monthly

Families Beneficiaries family benefit (dollars)

Retired-worker families

Worker only 28,791 28,791 1,089.50 1,065.90

Men 13,461 13,461 1,357.60 1,213.50

Full benefit 3,826 3,826 1,379.70 1,420.60

Reduced benefit 9,635 9,635 1,348.80 1,131.30

Women 15,330 15,330 854.00 936.20

Full benefit 3,724 3,724 924.80 1,064.90

Reduced benefit 11,605 11,605 831.30 895.00

Worker and wife 2,281 4,562 1,354.50 1,775.90

Full worker benefit 767 1,534 1,380.30 2,011.50

Reduced worker benefit 1,514 3,028 1,341.40 1,656.60

Worker and husband 44 87 672.40 927.20

Worker and children 320 703 1,266.60 1,800.10

Male worker a

a. Includes 200,596 families with reduced retired-worker benefits.

278 611 1,314.30 1,864.40

Female worker b

b. Includes 31,222 families with reduced retired-worker benefits.

43 92 954.90 1,380.10

Worker, wife, and children 85 275 1,327.00 2,184.00

Worker, wife, and 1 child 69 208 1,342.70 2,187.00

Full worker benefit 21 62 1,347.80 2,381.00

Reduced worker benefit 49 146 1,340.60 2,104.50

Worker, wife, and 2 or more children 15 67 1,311.30 2,180.90

Full worker benefit 4 19 1,348.10 2,449.30

Reduced worker benefit 11 48 1,296.50 2,073.40

Survivor families

Nondisabled widow(er) only 4,045 4,045 1,238.90 1,040.20

Full benefit 1,686 1,686 1,217.70 1,142.20

Reduced benefit 2,359 2,359 1,254.00 967.30

Nondisabled widow(er) and children 87 180 1,136.10 1,811.30

Full benefit 51 105 1,103.70 1,843.70

Reduced benefit 36 75 1,181.80 1,765.70

Disabled widow(er) only 203 203 1,245.80 646.20

Widowed mother or father and children 161 428 1,222.50 2,021.40

1 child 86 172 1,204.30 1,791.90

2 children 52 157 1,277.20 2,221.10

3 or more children 23 100 1,186.10 2,051.10

Children only 1,141 1,537 978.30 943.40

1 child 854 854 989.80 738.40

2 children 207 414 996.90 1,464.80

3 or more children 79 268 948.30 1,570.40

Parents 2 2 1,133.40 977.00

Disabled-worker families

Worker only 5,975 5,975 987.80 987.40

Men 3,042 3,042 1,118.20 1,116.90

Women 2,933 2,933 852.60 853.10

Worker and spouse c

c. 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.

72 145 1,473.20 1,796.60

Worker and children 972 2,461 1,065.60 1,538.60

Male worker 586 1,492 1,134.30 1,653.70

Female worker 386 969 961.30 1,364.10

Worker, wife, and children 77 301 1,163.60 1,715.70

1 child 33 99 1,197.30 1,775.80

2 or more children 43 201 1,129.80 1,655.60

Worker, husband, and children 2 7 983.70 1,412.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: The term "full benefit" applies to benefits not subject to actuarial reduction, and the term "reduced benefit" applies to benefits subject to actuarial reduction.

Totals do not necessarily equal the sum of rounded components.
5.H OASDI Current-Pay Benefits: Beneficiary Families

5.84 ♦ Annual Statistical Supplement, 2008

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

selected family groups, December 2007

Monthly family benefit a (dollars)

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 13,461,323 15,329,622 2,280,752 69,241 15,289 3,041,634 2,933,442 33,120 43,469

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 200.00 1.1 1.2 0.5 0.2 0.1 0.5 1.0 0.0 0.0

200.00–249.90 0.8 0.8 0.3 0.2 0.2 0.5 1.3 0.0 0.1

250.00–299.90 0.9 1.0 0.4 0.2 0.2 0.8 1.8 0.1 0.1

300.00–349.90 0.9 1.2 0.5 0.3 0.3 1.0 2.2 0.1 0.1

350.00–399.90 0.9 1.3 0.6 0.3 0.4 1.2 2.6 0.0 0.1

400.00–449.90 0.9 1.7 0.6 0.3 0.4 1.3 2.7 0.1 0.1

450.00–499.90 1.2 2.6 0.6 0.4 0.5 1.5 3.0 0.1 0.1

500.00–549.90 1.5 3.8 0.6 0.5 0.6 2.1 4.0 0.1 0.1

550.00–599.90 1.6 5.3 0.6 0.6 0.7 2.9 5.4 0.4 0.5

600.00–649.90 1.7 6.3 0.7 0.5 0.6 3.9 7.0 0.8 0.8

650.00–699.90 1.8 6.1 0.8 0.6 0.7 4.1 7.1 1.2 1.5

700.00–749.90 2.0 5.8 1.0 0.8 0.8 4.2 6.7 1.2 1.8

750.00–799.90 2.1 5.3 1.1 0.9 1.2 4.3 6.2 1.4 1.8

800.00–849.90 2.3 4.7 1.2 1.2 1.7 4.2 5.7 1.7 2.1

850.00–899.90 2.5 4.4 1.2 1.2 1.7 4.2 5.2 1.5 2.1

900.00–949.90 2.8 4.2 1.2 1.3 1.9 4.1 4.7 1.7 2.3

950.00–999.90 3.1 4.1 1.3 1.3 1.7 4.0 4.2 1.8 2.4

1,000.00–1,049.90 3.5 4.0 1.3 1.2 1.7 3.8 3.8 1.9 2.3

1,050.00–1,099.90 4.0 4.0 1.3 1.2 1.7 3.7 3.4 2.0 2.5

1,100.00–1,149.90 4.4 4.0 1.3 1.0 1.4 3.6 3.0 2.2 2.6

1,150.00–1,199.90 4.8 3.7 1.4 0.9 1.3 3.4 2.6 2.4 2.9

1,200.00–1,249.90 5.7 3.6 1.5 1.0 1.1 3.3 2.2 2.5 3.0

1,250.00–1,299.90 5.3 3.2 1.6 0.9 1.1 3.1 1.9 2.9 3.1

1,300.00–1,349.90 5.2 2.8 1.7 0.9 1.1 3.0 1.7 2.8 3.1

1,350.00–1,399.90 5.2 2.6 1.8 1.0 1.2 2.8 1.5 3.0 3.6

1,400.00–1,449.90 4.9 2.2 1.9 1.0 1.1 2.7 1.3 3.3 3.7

1,450.00–1,499.90 4.6 1.9 2.1 1.0 1.2 2.8 1.2 3.2 3.7

1,500.00–1,549.90 4.4 1.7 2.3 1.0 1.2 2.8 1.1 3.1 3.5

1,550.00–1,599.90 3.6 1.3 2.6 1.1 1.0 2.5 0.9 3.1 3.2

1,600.00–1,649.90 2.7 1.0 2.9 1.0 1.1 2.3 0.8 2.7 3.2

1,650.00–1,699.90 2.2 0.8 3.1 1.2 1.2 2.2 0.7 2.7 2.8

1,700.00–1,749.90 b 11.5 b 3.1 3.4 1.2 1.1 b 13.1 b 3.1 2.6 2.7

1,750.00–1,799.90 . . . . . . 4.1 1.3 1.2 . . . . . . 2.5 2.4

1,800.00–1,849.90 . . . . . . 4.3 1.4 1.2 . . . . . . 2.5 2.5

1,850.00–1,899.90 . . . . . . 4.2 1.6 1.6 . . . . . . 2.4 2.2

1,900.00–1,949.90 . . . . . . 3.9 1.8 1.3 . . . . . . 2.3 2.0

1,950.00–1,999.90 . . . . . . 3.7 1.9 1.5 . . . . . . 2.1 1.9

2,000.00–2,049.90 . . . . . . 3.5 2.2 1.6 . . . . . . 2.0 1.8

2,050.00–2,099.90 . . . . . . 3.3 2.3 2.0 . . . . . . 2.1 1.7

2,100.00–2,149.90 . . . . . . 3.1 2.8 2.4 . . . . . . 2.0 1.6

2,150.00–2,199.90 . . . . . . 2.9 2.8 2.1 . . . . . . 1.9 1.5

2,200.00–2,249.90 . . . . . . 2.7 2.9 2.3 . . . . . . 2.0 1.4

(Continued)
5.H OASDI Current-Pay Benefits: Beneficiary Families

Annual Statistical Supplement, 2008 ♦ 5.85

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

2,250.00–2,299.90 . . . . . . 2.5 3.1 2.3 . . . . . . 2.0 1.5

2,300.00–2,349.90 . . . . . . 2.2 3.1 2.1 . . . . . . 1.9 1.4

2,350.00–2,399.90 . . . . . . 1.9 3.1 2.3 . . . . . . 1.9 1.2

2,400.00–2,449.90 . . . . . . 1.6 3.2 2.3 . . . . . . 1.6 1.3

2,450.00–2,499.90 . . . . . . 1.4 2.9 2.2 . . . . . . 1.6 1.0

2,500.00–2,549.90 . . . . . . 1.3 2.8 2.0 . . . . . . 1.5 1.2

2,550.00–2,599.90 . . . . . . 1.1 2.7 1.9 . . . . . . 1.5 1.1

2,600.00–2,649.90 . . . . . . 1.0 2.6 2.0 . . . . . . 1.6 1.3

2,650.00–2,699.90 . . . . . . 0.9 2.5 2.3 . . . . . . 1.4 1.2

2,700.00–2,749.90 . . . . . . 0.9 2.6 2.1 . . . . . . 1.4 1.1

2,750.00–2,799.90 . . . . . . 0.8 2.3 1.9 . . . . . . 1.2 1.0

2,800.00–2,849.90 . . . . . . 0.7 2.2 2.0 . . . . . . 1.0 0.8

2,850.00–2,899.90 . . . . . . 0.7 2.1 2.1 . . . . . . 1.1 0.6

2,900.00 or more . . . . . . 3.8 17.5 22.9 . . . . . . 5.6 4.5

Average monthly family benefit (dollars) 1,213.50 936.20 1,775.90 2,187.00 2,180.90 1,116.90 853.10 1,775.80 1,655.60

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Cases involving actuarial reduction may be represented in all benefit intervals for which values are shown.

b. $1,700 or more.

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

selected family groups, December 2007—Continued

Monthly family benefit a (dollars)

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
5.H OASDI Current-Pay Benefits: Beneficiary Families

5.86 ♦ Annual Statistical Supplement, 2008

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

December 2007

Monthly family benefit (dollars)

Widowed mother or father and— Children only Widow only

1

child

2

children

3 or more

children

1

child

2

children

3 or more

children Nondisabled Disabled

Total

Number 85,840 52,181 22,597 854,309 207,177 79,414 3,995,174 195,010

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Less than 200.00 0.1 0.1 0.1 2.6 0.9 1.1 0.7 8.4

200.00–249.90 0.1 0.1 0.2 1.6 0.5 0.7 0.4 3.5

250.00–299.90 0.2 0.2 0.2 2.0 0.8 1.0 0.8 4.0

300.00–349.90 0.3 0.3 0.4 1.9 1.0 1.4 1.1 4.2

350.00–399.90 0.3 0.3 0.5 5.5 1.2 1.6 1.4 4.7

400.00–449.90 0.4 0.3 0.6 4.9 1.2 1.6 1.5 5.4

450.00–499.90 0.4 0.4 0.5 6.1 1.4 1.7 1.9 6.0

500.00–549.90 0.5 0.4 0.7 6.4 1.3 1.6 2.1 5.8

550.00–599.90 0.6 0.5 0.7 6.1 1.7 1.7 2.4 5.8

600.00–649.90 0.6 0.5 0.7 6.1 1.4 1.6 2.6 5.5

650.00–699.90 0.6 0.5 0.7 6.2 1.4 1.6 2.9 5.2

700.00–749.90 0.7 0.5 0.8 6.2 1.4 1.5 3.5 4.9

750.00–799.90 0.7 0.6 0.8 5.9 1.5 1.6 3.8 4.6

800.00–849.90 1.1 0.8 1.2 5.3 2.0 2.1 4.2 4.2

850.00–899.90 1.3 0.9 1.2 4.7 2.2 2.2 4.5 3.8

900.00–949.90 1.7 1.3 1.8 4.3 2.7 3.0 4.8 3.4

950.00–999.90 2.0 1.8 2.3 3.8 3.5 3.8 5.4 3.1

1,000.00–1,049.90 2.3 1.8 2.6 3.5 3.5 3.6 5.9 2.8

1,050.00–1,099.90 2.4 1.9 2.5 3.1 3.5 3.6 6.4 2.9

1,100.00–1,149.90 2.4 1.9 2.7 3.0 3.3 3.5 6.3 2.4

1,150.00–1,199.90 2.5 1.7 2.5 2.3 3.3 2.9 5.5 2.0

1,200.00–1,249.90 2.4 1.7 2.5 1.8 3.2 2.9 5.2 1.8

1,250.00–1,299.90 2.6 1.8 2.0 1.4 3.1 2.7 4.6 1.8

1,300.00–1,349.90 2.7 1.4 1.9 a 5.5 3.1 2.0 3.8 a 3.9

1,350.00–1,399.90 2.7 1.2 1.5 . . . 3.0 1.7 3.3 . . .

1,400.00–1,449.90 2.7 1.3 1.7 . . . 2.9 1.7 3.0 . . .

1,450.00–1,499.90 2.7 1.3 1.3 . . . 2.7 1.6 2.5 . . .

1,500.00–1,549.90 2.7 1.4 1.7 . . . 2.6 1.6 2.3 . . .

1,550.00–1,599.90 2.8 1.5 1.4 . . . 2.5 1.6 1.5 . . .

1,600.00–1,649.90 2.7 1.3 1.5 . . . 2.4 1.5 1.2 . . .

1,650.00–1,699.90 2.7 1.5 1.6 . . . 2.2 1.4 0.9 . . .

1,700.00–1,749.90 2.6 1.5 1.5 . . . 2.1 1.4 b 3.4 . . .

1,750.00–1,799.90 2.7 1.4 1.6 . . . 1.9 1.3 . . . . . .

1,800.00–1,849.90 2.5 1.6 1.7 . . . 1.9 1.4 . . . . . .

1,850.00–1,899.90 2.4 1.5 1.6 . . . 1.7 1.2 . . . . . .

1,900.00–1,949.90 2.3 1.4 1.5 . . . 1.7 1.3 . . . . . .

1,950.00–1,999.90 2.3 1.6 1.4 . . . 1.6 1.2 . . . . . .

2,000.00–2,049.90 2.2 1.6 1.6 . . . 1.5 1.2 . . . . . .

2,050.00–2,099.90 2.0 1.7 1.3 . . . 1.4 1.2 . . . . . .

2,100.00–2,149.90 2.0 1.8 1.6 . . . 1.3 1.2 . . . . . .

2,150.00–2,199.90 1.8 1.8 1.5 . . . 1.2 1.2 . . . . . .

2,200.00–2,249.90 2.0 1.7 1.6 . . . 1.2 1.1 . . . . . .

(Continued)
5.H OASDI Current-Pay Benefits: Beneficiary Families

Annual Statistical Supplement, 2008 ♦ 5.87

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

2,250.00–2,299.90 2.1 1.8 1.5 . . . 1.2 1.2 . . . . . .

2,300.00–2,349.90 1.9 1.8 1.5 . . . 1.1 1.2 . . . . . .

2,350.00–2,399.90 1.8 1.9 1.6 . . . 1.0 1.1 . . . . . .

2,400.00–2,449.90 1.7 2.6 2.2 . . . 0.9 1.5 . . . . . .

2,450.00–2,499.90 1.6 2.6 2.0 . . . 0.9 1.4 . . . . . .

2,500.00–2,549.90 1.5 2.1 2.1 . . . 0.9 1.3 . . . . . .

2,550.00–2,599.90 1.4 2.2 1.7 . . . 0.8 1.2 . . . . . .

2,600.00–2,649.90 1.8 2.2 1.9 . . . 1.1 1.1 . . . . . .

2,650.00–2,699.90 1.7 2.1 1.7 . . . 1.0 1.0 . . . . . .

2,700.00–2,749.90 1.5 1.8 1.6 . . . 0.8 1.0 . . . . . .

2,750.00–2,799.90 1.4 1.8 1.4 . . . 0.8 0.8 . . . . . .

2,800.00–2,849.90 1.2 1.6 1.5 . . . 0.7 0.8 . . . . . .

2,850.00–2,899.90 1.1 1.6 1.2 . . . 0.6 0.7 . . . . . .

2,900.00 or more 6.4 25.1 20.9 . . . 3.4 9.8 . . . . . .

Average monthly family benefit (dollars) 1,791.80 2,221.10 2,051.10 738.40 1,464.80 1,570.40 1,040.20 646.20

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. $1,300 or more.

b. $1,700 or more.

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

December 2007—Continued

Monthly family benefit (dollars)

Widowed mother or father and— Children only Widow only

1

child

2

children

3 or more

children

1

child

2

children

3 or more

children Nondisabled Disabled
5.J OASDI Current-Pay Benefits: Geographic Data

5.88 ♦ Annual Statistical Supplement, 2008

Table 5.J1—Estimated total annual benefits paid, by state or other area and program, 2007

(in millions of dollars)

State or area Total, OASDI Retirement Survivors Disability

All areas 584,764 389,123 96,555 99,086

Alabama 10,522 6,113 1,867 2,542

Alaska 769 491 130 147

Arizona 11,478 7,949 1,657 1,872

Arkansas 6,445 3,860 1,052 1,534

California 53,615 36,695 8,490 8,430

Colorado 7,172 4,910 1,155 1,107

Connecticut 7,638 5,510 1,097 1,030

Delaware 1,960 1,338 288 334

District of Columbia 744 491 123 129

Florida 40,901 29,151 5,901 5,848

Georgia 14,904 9,469 2,512 2,923

Hawaii 2,422 1,811 325 285

Idaho 2,750 1,869 434 447

Illinois 23,549 15,996 4,111 3,441

Indiana 13,502 9,015 2,308 2,178

Iowa 6,604 4,611 1,147 846

Kansas 5,521 3,810 931 780

Kentucky 9,187 5,121 1,674 2,392

Louisiana 8,086 4,501 1,885 1,700

Maine 3,056 1,946 459 652

Maryland 9,509 6,527 1,580 1,402

Massachusetts 12,849 8,644 1,898 2,307

Michigan 22,736 15,019 3,866 3,852

Minnesota 9,705 6,808 1,523 1,375

Mississippi 6,021 3,448 1,071 1,503

Missouri 12,634 8,172 2,089 2,374

Montana 1,993 1,353 338 302

Nebraska 3,439 2,392 586 462

Nevada 4,338 3,026 595 718

New Hampshire 2,837 1,924 382 530

New Jersey 18,102 12,890 2,689 2,523

New Mexico 3,561 2,300 588 674

New York 38,267 26,159 5,719 6,389

North Carolina 18,316 11,975 2,634 3,707

North Dakota 1,295 871 269 156

Ohio 23,770 15,575 4,641 3,555

Oklahoma 7,465 4,752 1,317 1,396

Oregon 7,686 5,375 1,167 1,143

Pennsylvania 29,918 20,132 5,196 4,590

Rhode Island 2,289 1,566 306 417

South Carolina 9,495 6,101 1,437 1,956

South Dakota 1,585 1,103 282 200

Tennessee 13,007 8,167 2,171 2,668

Texas 35,232 22,480 6,717 6,034

Utah 3,395 2,357 555 483

Vermont 1,359 924 202 232

Virginia 13,799 9,054 2,208 2,537

Washington 12,005 8,292 1,798 1,915

West Virginia 4,950 2,689 990 1,271

Wisconsin 11,881 8,319 1,877 1,686

Wyoming 994 689 163 142

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.89

CONTACT: Cherice H. Jefferies (410) 965-5520, Jennie H. Park (410) 965-9358, or supplement@ssa.gov.

Outlying areas

American Samoa 40 15 12 13

Guam 100 60 24 16

Northern Mariana Islands 14 8 5 2

Puerto Rico 5,876 3,041 1,084 1,752

U.S. Virgin Islands 173 124 25 24

Foreign countries 3,283 2,120 1,001 162

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Unnegotiated checks not deducted. Excludes lump-sum death payments.

Totals do not necessarily equal the sum of rounded components.

Table 5.J1—Estimated total annual benefits paid, by state or other area and program, 2007

(in millions of dollars)—Continued

State or area Total, OASDI Retirement Survivors Disability
5.J OASDI Current-Pay Benefits: Geographic Data

5.90 ♦ Annual Statistical Supplement, 2008

Table 5.J2—Number, by state or other area, program, and type of benefit, December 2007

State or area Total

Retirement Survivors Disability

Retired

workers Spouses Children

Widow(er)s

and parents Children

Disabled

workers Spouses Children

All areas 49,864,838 31,527,728 2,432,082 494,296 4,602,812 1,891,706 7,098,723 152,802 1,664,689

Alabama 934,770 511,245 40,044 9,672 94,203 42,771 186,043 4,213 46,579

Alaska 68,853 41,850 2,620 1,296 5,099 4,655 10,622 226 2,485

Arizona 959,520 633,976 44,683 8,182 76,100 34,068 130,036 2,367 30,108

Arkansas 588,910 333,546 23,750 5,525 54,626 24,289 115,806 2,600 28,768

California 4,571,486 2,966,083 257,790 55,887 389,026 168,337 593,492 11,649 129,222

Colorado 616,232 404,472 32,756 5,005 53,909 21,945 80,205 1,246 16,694

Connecticut 592,533 411,840 21,706 5,529 45,721 19,283 70,584 937 16,933

Delaware 157,239 103,584 5,970 1,223 12,530 5,574 22,843 294 5,221

District of Columbia 71,215 45,885 1,888 807 5,974 4,223 10,732 48 1,658

Florida 3,477,190 2,381,491 158,752 32,264 282,125 105,912 418,498 7,954 90,194

Georgia 1,305,181 792,398 48,920 13,638 118,629 65,220 212,401 3,936 50,039

Hawaii 207,992 149,938 8,300 3,096 15,601 6,309 19,938 408 4,402

Idaho 240,070 154,957 12,646 2,147 20,325 8,355 32,867 795 7,978

Illinois 1,921,996 1,251,647 88,131 20,472 183,357 76,111 240,685 4,366 57,227

Indiana 1,097,739 695,649 48,982 9,200 103,235 43,465 155,901 2,998 38,309

Iowa 558,541 373,648 29,733 4,043 55,430 17,259 63,349 1,058 14,021

Kansas 457,826 301,888 21,287 3,607 42,678 16,610 57,676 893 13,187

Kentucky 827,346 433,528 41,445 6,983 88,722 33,735 174,341 5,590 43,002

Louisiana 735,263 378,666 48,898 8,628 96,724 42,611 121,444 4,767 33,525

Maine 280,342 170,502 12,202 2,110 23,320 8,077 50,499 928 12,704

Maryland 786,407 523,329 32,168 7,247 69,426 34,453 98,060 1,100 20,624

Massachusetts 1,080,847 698,950 41,439 9,474 86,283 33,366 166,198 2,101 43,036

Michigan 1,802,700 1,124,614 89,572 18,474 169,305 70,921 260,390 5,604 63,820

Minnesota 814,960 549,298 39,322 6,005 71,622 25,065 99,717 1,267 22,664

Mississippi 559,344 301,166 20,203 6,890 53,781 31,155 112,598 2,753 30,798

Missouri 1,089,782 673,508 46,232 8,790 99,359 42,832 174,559 3,170 41,332

Montana 176,539 115,021 9,349 1,710 16,464 6,183 22,705 517 4,590

Nebraska 295,459 196,387 15,117 2,306 28,169 9,646 34,922 550 8,362

Nevada 362,534 246,817 13,811 3,386 26,163 12,738 49,006 698 9,915

New Hampshire 231,819 151,473 7,906 1,563 16,470 6,699 36,482 507 10,719

New Jersey 1,388,380 955,202 52,760 13,385 114,947 47,012 163,421 2,967 38,686

New Mexico 327,219 197,848 18,470 3,459 29,561 14,415 50,689 1,327 11,450

New York 3,097,330 2,017,031 131,805 36,416 257,410 104,794 433,321 9,569 106,984

North Carolina 1,587,350 998,365 51,862 12,967 128,304 61,709 270,824 4,343 58,976

North Dakota 116,418 74,399 8,366 854 14,178 3,883 12,060 205 2,473

Ohio 1,992,152 1,233,794 118,718 17,164 222,808 75,020 261,096 5,441 58,111

Oklahoma 657,878 399,475 31,130 5,634 65,181 27,369 103,749 2,331 23,009

Oregon 643,251 434,028 30,795 5,708 54,753 18,906 82,612 1,688 14,761

Pennsylvania 2,456,196 1,582,886 116,052 19,917 245,281 81,214 324,948 7,196 78,702

Rhode Island 193,783 128,522 5,596 1,580 14,005 5,706 30,859 371 7,144

South Carolina 822,377 507,282 27,983 7,649 70,106 35,147 140,472 2,476 31,262

South Dakota 144,993 96,367 8,451 1,122 14,746 5,105 15,645 242 3,315

Tennessee 1,139,632 676,808 48,043 10,186 107,686 49,131 198,708 4,350 44,720

Texas 3,102,890 1,852,323 186,493 32,905 328,454 142,592 439,494 12,148 108,481

Utah 290,128 187,950 17,120 3,315 22,835 13,832 34,726 731 9,619

Vermont 117,296 75,624 4,934 1,138 9,709 3,545 17,733 277 4,336

Virginia 1,180,114 742,755 50,768 10,439 106,060 44,824 179,229 3,881 42,158

Washington 982,948 647,342 49,055 8,813 81,159 30,601 136,709 2,263 27,006

West Virginia 424,614 215,536 26,385 3,919 51,678 16,381 86,803 3,931 19,981

Wisconsin 980,454 660,364 42,489 8,085 85,736 32,004 121,775 1,895 28,106

Wyoming 84,022 56,103 4,103 629 7,400 3,156 10,332 206 2,093

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.91

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 5,613 1,683 205 397 555 898 1,112 65 698

Guam 12,982 6,888 1,036 573 1,229 1,340 1,299 53 564

Northern Mariana Islands 2,308 997 122 249 291 370 200 6 73

Puerto Rico 733,326 353,387 57,213 13,719 80,764 35,730 143,784 8,603 40,126

U.S. Virgin Islands 17,260 11,443 886 474 1,239 967 1,672 65 514

Foreign countries 493,289 295,970 75,620 8,441 82,361 14,188 12,852 632 3,225

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

Table 5.J2—Number, by state or other area, program, and type of benefit, December 2007—Continued

State or area Total

Retirement Survivors Disability

Retired

workers Spouses Children

Widow(er)s

and parents Children

Disabled

workers Spouses Children
5.J OASDI Current-Pay Benefits: Geographic Data

5.92 ♦ Annual Statistical Supplement, 2008

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

sex, December 2007

State or area

Number Total monthly benefits (thousands of dollars)

Total Men Women Total Men Women

All areas 35,119,015 14,999,200 20,119,815 36,849,858 18,307,915 18,541,943

Alabama 580,494 239,654 340,840 585,277 285,678 299,599

Alaska 43,570 21,395 22,175 44,261 24,834 19,427

Arizona 683,508 306,608 376,900 736,443 382,764 353,679

Arkansas 372,603 158,583 214,020 367,085 182,746 184,339

California 3,320,609 1,462,600 1,858,009 3,480,143 1,753,955 1,726,188

Colorado 446,469 196,997 249,472 462,641 239,323 223,318

Connecticut 447,253 186,294 260,959 519,954 251,965 267,989

Delaware 110,524 47,722 62,802 123,913 62,337 61,576

District of Columbia 50,833 20,625 30,208 47,230 21,395 25,836

Florida 2,579,434 1,135,531 1,443,903 2,716,121 1,381,394 1,334,726

Georgia 854,166 354,305 499,861 881,636 431,139 450,497

Hawaii 157,741 68,534 89,207 164,388 79,887 84,501

Idaho 168,740 76,635 92,105 174,029 92,674 81,355

Illinois 1,397,953 585,586 812,367 1,531,272 745,454 785,819

Indiana 765,765 319,018 446,747 849,011 415,860 433,151

Iowa 422,432 176,770 245,662 442,436 217,940 224,496

Kansas 337,018 141,787 195,231 364,135 179,259 184,876

Kentucky 507,671 214,150 293,521 499,557 248,398 251,159

Louisiana 472,690 200,549 272,141 456,020 231,863 224,157

Maine 188,785 81,736 107,049 185,146 93,821 91,325

Maryland 574,591 239,701 334,890 617,272 297,044 320,228

Massachusetts 778,331 322,637 455,694 831,776 402,277 429,499

Michigan 1,238,502 525,409 713,093 1,398,723 697,466 701,257

Minnesota 604,212 258,813 345,399 639,295 322,033 317,262

Mississippi 337,795 138,710 199,085 328,268 158,506 169,762

Missouri 745,051 314,234 430,817 775,640 383,432 392,209

Montana 126,765 57,363 69,402 127,538 66,980 60,558

Nebraska 222,230 93,195 129,035 230,468 113,500 116,968

Nevada 258,568 123,135 135,433 277,155 149,807 127,348

New Hampshire 160,912 70,139 90,773 176,799 90,170 86,628

New Jersey 1,041,934 429,611 612,323 1,215,774 580,276 635,498

New Mexico 221,666 98,938 122,728 216,296 112,125 104,171

New York 2,214,497 917,169 1,297,328 2,455,895 1,166,289 1,289,606

North Carolina 1,058,491 439,354 619,137 1,102,001 534,226 567,775

North Dakota 89,179 38,049 51,130 86,273 43,383 42,890

Ohio 1,439,693 604,989 834,704 1,519,635 756,602 763,033

Oklahoma 448,621 191,256 257,365 454,597 225,073 229,524

Oregon 467,300 205,440 261,860 498,457 254,013 244,445

Pennsylvania 1,785,599 734,621 1,050,978 1,935,264 935,287 999,976

Rhode Island 138,699 56,255 82,444 147,954 69,917 78,037

South Carolina 538,249 226,791 311,458 560,887 278,224 282,663

South Dakota 109,796 47,775 62,021 106,171 54,246 51,926

Tennessee 746,806 312,832 433,974 768,778 378,161 390,617

Texas 2,134,058 929,824 1,204,234 2,167,394 1,109,088 1,058,306

Utah 207,022 92,448 114,574 219,779 116,645 103,134

Vermont 81,950 35,780 46,170 86,162 43,704 42,459

Virginia 818,625 344,115 474,510 853,744 419,389 434,355

Washington 702,837 310,570 392,267 770,409 396,002 374,407

West Virginia 265,590 112,440 153,150 269,846 134,741 135,105

Wisconsin 716,509 305,575 410,934 775,742 387,639 388,103

Wyoming 60,885 27,714 33,171 64,145 34,157 29,988

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.93

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 1,991 956 1,035 1,330 729 601

Guam 7,860 3,899 3,961 5,429 3,095 2,333

Northern Mariana Islands 1,088 589 499 648 415 233

Puerto Rico 434,180 193,959 240,221 292,731 150,706 142,024

U.S. Virgin Islands 11,555 5,408 6,147 10,458 5,512 4,946

Foreign countries 419,120 194,428 224,692 230,425 114,370 116,055

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

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

sex, December 2007—Continued

State or area

Number Total monthly benefits (thousands of dollars)

Total Men Women Total Men Women
5.J OASDI Current-Pay Benefits: Geographic Data

5.94 ♦ Annual Statistical Supplement, 2008

Table 5.J4—Total monthly benefits, by state or other area, program, and type of benefit, December 2007

(in thousands of dollars)

State or area Total

Retirement Survivors Disability

Retired

workers Spouses Children

Widow(er)s

and parents Children

Disabled

workers Spouses Children

All areas 49,218,145 34,004,494 1,292,620 265,936 4,657,266 1,332,248 7,127,082 40,791 497,708

Alabama 871,901 532,154 21,503 5,207 87,809 28,411 181,955 1,136 13,726

Alaska 64,509 43,144 1,327 590 4,867 3,233 10,566 55 726

Arizona 975,362 698,488 24,657 4,375 79,750 23,473 135,056 650 8,913

Arkansas 537,711 337,867 11,999 2,863 49,836 15,618 110,838 629 8,061

California 4,529,307 3,191,576 133,635 28,960 403,903 120,763 606,798 3,125 40,547

Colorado 608,090 429,354 17,957 2,806 55,783 16,256 80,416 342 5,176

Connecticut 649,645 485,756 13,284 3,393 52,166 15,524 73,753 239 5,530

Delaware 166,396 118,396 3,554 736 13,686 4,156 24,128 84 1,657

District of Columbia 62,306 43,307 989 380 5,137 2,413 9,597 14 470

Florida 3,476,594 2,556,701 85,529 16,953 293,130 73,186 421,410 2,134 27,551

Georgia 1,255,047 836,664 26,832 7,385 113,241 44,189 210,741 1,001 14,994

Hawaii 207,882 159,927 4,117 1,629 15,519 4,587 20,639 108 1,355

Idaho 232,982 163,321 6,860 1,178 21,042 5,994 32,206 202 2,179

Illinois 1,979,725 1,397,817 49,940 11,284 198,576 55,955 247,277 1,221 17,655

Indiana 1,136,120 789,642 28,570 5,540 111,490 31,999 156,885 832 11,161

Iowa 556,787 401,932 16,176 2,330 58,460 12,800 60,876 256 3,958

Kansas 465,619 333,168 12,077 2,095 45,813 11,981 56,410 228 3,847

Kentucky 757,639 443,799 20,996 3,624 81,903 22,276 171,161 1,531 12,348

Louisiana 660,195 381,393 25,391 4,285 90,179 27,177 120,849 1,335 9,586

Maine 257,085 170,540 6,390 1,105 22,740 5,722 46,900 226 3,462

Maryland 802,360 574,070 18,236 4,132 72,561 24,963 101,309 330 6,758

Massachusetts 1,083,680 759,550 23,355 5,278 91,437 25,733 164,725 524 13,079

Michigan 1,910,947 1,309,825 52,990 11,158 185,796 53,619 276,485 1,655 19,419

Minnesota 823,464 597,793 21,548 3,536 75,212 18,927 99,470 336 6,642

Mississippi 497,947 301,307 10,296 3,440 47,362 19,486 106,786 656 8,613

Missouri 1,059,868 716,223 25,125 4,924 100,554 29,378 170,903 817 11,944

Montana 168,254 118,123 4,877 906 16,739 4,180 21,993 125 1,311

Nebraska 290,108 208,530 8,135 1,298 29,530 6,864 33,307 126 2,318

Nevada 369,289 267,686 7,482 1,809 27,537 9,287 52,148 205 3,136

New Hampshire 237,887 168,694 4,630 963 17,801 5,376 37,110 120 3,194

New Jersey 1,535,998 1,137,090 30,452 8,083 128,455 37,502 179,705 826 13,885

New Mexico 299,527 199,745 9,164 1,669 27,723 8,880 48,829 349 3,169

New York 3,231,745 2,292,460 72,318 20,258 274,104 79,008 456,910 2,609 34,078

North Carolina 1,548,633 1,062,514 28,347 7,186 121,588 42,169 267,850 1,072 17,906

North Dakota 108,033 74,732 4,204 456 13,984 2,684 11,240 54 681

Ohio 1,982,811 1,344,862 66,310 9,773 233,889 53,571 256,326 1,572 16,509

Oklahoma 624,706 414,617 16,333 2,999 63,688 18,337 101,616 599 6,515

Oregon 652,713 471,664 17,128 3,184 58,382 13,889 83,441 467 4,557

Pennsylvania 2,512,443 1,758,432 66,285 11,552 261,648 59,603 329,746 1,940 23,236

Rhode Island 193,843 138,761 3,099 884 14,642 4,244 30,018 90 2,104

South Carolina 801,117 540,542 15,500 4,241 65,886 23,709 140,819 634 9,786

South Dakota 134,026 96,288 4,228 555 14,226 3,287 14,499 53 891

Tennessee 1,089,862 715,961 26,221 5,611 102,696 32,620 192,652 1,114 12,986

Texas 2,947,003 1,944,303 97,042 16,451 322,194 96,540 436,196 3,220 31,056

Utah 288,039 204,258 9,886 1,804 24,461 10,074 34,581 199 2,776

Vermont 115,179 81,306 2,677 634 9,897 2,597 16,777 68 1,222

Virginia 1,161,431 795,535 27,767 5,858 104,493 32,197 181,290 1,100 13,192

Washington 1,019,168 726,056 28,233 5,153 88,262 23,101 139,259 656 8,448

West Virginia 405,337 229,572 13,999 2,088 50,281 11,139 91,055 1,212 5,991

Wisconsin 1,006,891 731,466 23,901 4,802 92,233 23,987 121,884 493 8,125

Wyoming 83,979 60,290 2,271 350 7,814 2,290 10,290 54 621

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.95

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 3,086 1,171 62 123 323 395 867 12 131

Guam 8,299 4,988 337 192 835 689 1,122 11 127

Northern Mariana Islands 1,145 622 33 61 131 152 132 1 13

Puerto Rico 481,104 254,552 19,315 4,641 50,446 16,853 124,085 1,947 9,265

U.S. Virgin Islands 14,751 10,718 385 220 1,001 573 1,690 19 146

Foreign countries 272,572 175,243 18,666 2,949 54,425 8,632 11,504 178 976

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 5.J4—Total monthly benefits, by state or other area, program, and type of benefit, December 2007

(in thousands of dollars)—Continued

State or area Total

Retirement Survivors Disability

Retired

workers Spouses Children

Widow(er)s

and parents Children

Disabled

workers Spouses Children
5.J OASDI Current-Pay Benefits: Geographic Data

5.96 ♦ Annual Statistical Supplement, 2008

Table 5.J5—Number, by state or other area and age, December 2007

State or area

Total,

all ages

17 or

under 18–54 55–61 62–64 65–69 70–74 75–79 80–84 85–89 90–99

100 or

older

All areas 49,864,838 3,119,338 4,581,698 2,651,530 4,393,257 9,960,852 8,197,561 6,839,378 5,304,098 3,178,367 1,593,842 44,917

Alabama 934,770 76,863 118,323 70,862 88,228 175,167 142,791 112,830 81,207 45,611 22,128 760

Alaska 68,853 7,261 7,420 3,667 6,935 15,791 11,146 7,816 5,058 2,598 1,135 26

Arizona 959,520 60,255 80,036 47,144 88,577 204,261 165,081 133,539 97,801 56,073 26,160 593

Arkansas 588,910 46,403 71,233 43,001 55,670 112,515 90,619 70,752 52,285 30,313 15,646 473

California 4,571,486 279,151 378,643 222,036 371,047 929,895 773,815 638,619 508,848 312,923 152,389 4,120

Colorado 616,232 35,714 50,845 28,937 54,267 132,910 105,572 85,326 63,966 38,937 19,269 489

Connecticut 592,533 30,993 47,801 23,986 42,500 112,471 95,761 87,999 74,460 48,918 26,868 776

Delaware 157,239 9,650 14,307 8,196 14,562 33,064 26,558 21,916 15,550 8,944 4,399 93

District of Columbia 71,215 5,175 7,586 3,548 4,073 13,359 11,514 9,617 7,978 5,236 2,982 147

Florida 3,477,190 183,719 253,732 157,187 303,118 707,645 602,251 517,202 401,058 234,903 113,318 3,057

Georgia 1,305,181 101,750 133,748 82,434 133,083 273,446 209,662 159,195 112,488 66,034 32,385 956

Hawaii 207,992 11,236 12,772 7,761 18,482 41,197 34,610 31,693 26,366 15,747 7,912 216

Idaho 240,070 14,906 20,881 11,865 23,678 51,768 40,105 31,067 23,593 14,593 7,444 170

Illinois 1,921,996 115,252 164,511 88,457 155,823 381,838 318,061 271,741 218,916 134,955 70,392 2,050

Indiana 1,097,739 68,570 104,902 57,424 101,078 220,139 176,476 149,082 116,470 68,290 34,348 960

Iowa 558,541 25,293 42,802 22,832 45,182 108,263 94,361 82,689 67,983 43,769 24,558 809

Kansas 457,826 25,706 38,366 20,749 35,987 87,819 76,043 66,576 53,467 33,992 18,532 589

Kentucky 827,346 63,792 112,112 65,101 78,670 155,158 121,966 97,120 72,123 41,036 19,786 482

Louisiana 735,263 63,582 86,398 47,767 64,826 139,060 113,467 93,632 69,176 38,938 17,904 513

Maine 280,342 17,317 33,623 16,708 23,909 52,404 44,109 37,454 28,697 17,099 8,768 254

Maryland 786,407 49,962 63,925 35,109 62,820 163,448 133,060 110,919 87,016 53,312 26,087 749

Massachusetts 1,080,847 64,390 115,155 51,894 71,077 194,260 169,557 155,420 131,458 82,620 43,720 1,296

Michigan 1,802,700 113,656 172,493 99,168 178,881 351,951 279,793 241,473 192,767 114,518 56,470 1,530

Minnesota 814,960 39,721 67,526 33,426 70,075 165,865 135,625 115,141 92,390 60,205 33,935 1,051

Mississippi 559,344 53,464 74,008 42,858 51,219 102,469 82,901 65,264 46,789 26,517 13,360 495

Missouri 1,089,782 71,704 113,334 62,444 97,249 212,354 174,842 144,794 110,843 66,779 34,330 1,109

Montana 176,539 9,669 14,103 8,709 17,293 37,994 29,379 23,992 17,902 11,280 6,069 149

Nebraska 295,459 15,080 23,274 12,397 22,478 56,793 50,382 44,482 35,310 22,409 12,444 410

Nevada 362,534 22,576 27,554 18,344 35,492 85,657 66,460 48,867 33,031 17,215 7,188 150

New Hampshire 231,819 15,418 24,816 11,331 19,342 46,076 37,099 31,345 24,097 14,600 7,500 195

New Jersey 1,388,380 75,492 104,801 60,245 105,908 274,862 233,019 208,837 168,309 103,450 52,020 1,437

New Mexico 327,219 23,694 32,444 18,976 30,439 67,157 54,539 43,140 30,387 17,709 8,498 236

New York 3,097,330 183,792 279,780 161,706 257,555 595,142 503,129 435,754 349,622 213,055 114,367 3,428

North Carolina 1,587,350 103,511 161,257 104,952 159,139 321,516 257,288 203,196 148,934 85,084 41,344 1,129

North Dakota 116,418 4,904 8,245 4,433 9,657 21,942 19,880 17,900 14,254 9,283 5,749 171

Ohio 1,992,152 108,106 178,685 97,580 168,088 393,467 328,503 284,345 229,668 136,222 65,814 1,674

Oklahoma 657,878 43,635 65,584 39,607 60,431 131,908 109,550 87,109 64,671 37,167 17,727 489

Oregon 643,251 30,178 48,763 32,742 64,268 136,935 105,232 86,268 70,546 44,686 23,060 573

Pennsylvania 2,456,196 132,791 216,548 119,174 202,084 461,513 394,242 360,773 298,676 179,920 88,281 2,194

Rhode Island 193,783 10,864 19,577 10,624 14,019 33,974 28,988 27,180 24,640 15,590 8,121 206

South Carolina 822,377 57,403 83,828 56,267 86,630 170,398 132,800 100,426 72,520 41,869 19,646 590

South Dakota 144,993 7,014 10,390 5,767 12,026 28,761 24,608 21,663 17,155 10,893 6,491 225

Tennessee 1,139,632 80,704 124,886 75,634 111,602 232,064 182,206 141,813 102,707 59,015 28,234 767

Texas 3,102,890 228,115 292,527 166,259 281,931 640,711 523,956 413,575 300,161 170,938 82,369 2,348

Utah 290,128 22,234 24,625 11,621 24,626 60,726 50,519 40,284 29,849 17,452 8,044 148

Vermont 117,296 6,736 12,193 5,925 10,492 23,635 18,855 15,742 12,167 7,396 4,027 128

Virginia 1,180,114 75,822 113,896 66,838 104,933 245,154 195,914 157,285 116,866 69,219 33,236 951

Washington 982,948 51,076 84,772 50,703 93,560 207,165 160,799 130,121 103,075 66,917 33,864 896

West Virginia 424,614 28,613 53,322 36,440 40,649 78,315 63,195 52,253 39,418 21,771 10,356 282

Wisconsin 980,454 49,136 82,423 43,489 88,897 194,064 161,661 141,060 111,347 69,452 37,852 1,073

Wyoming 84,022 4,717 6,612 3,831 7,977 18,490 14,691 11,748 8,469 4,958 2,469 60

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.97

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 5,613 1,864 680 572 506 828 559 339 174 66 25 0

Guam 12,982 2,266 1,158 551 1,147 2,763 2,323 1,488 884 298 a a

Northern Mariana

Islands 2,308 644 260 103 213 463 307 197 83 26 12 0

Puerto Rico 733,326 65,892 85,569 63,785 83,900 137,268 109,797 80,956 56,037 31,966 17,525 631

U.S. Virgin 

Islands 17,260 1,570 1,131 712 2,292 4,359 3,147 1,913 1,187 627 313 9

Foreign countries 493,289 20,337 11,513 7,652 34,667 112,235 104,788 86,451 63,199 34,974 a a

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

a. Not shown to avoid disclosure of information regarding particular individuals.

Table 5.J5—Number, by state or other area and age, December 2007—Continued

State or area

Total,

all ages

17 or

under 18–54 55–61 62–64 65–69 70–74 75–79 80–84 85–89 90–99

100 or

older
5.J OASDI Current-Pay Benefits: Geographic Data

5.98 ♦ Annual Statistical Supplement, 2008

Table 5.J5.1—Number, by state or other area, race, and sex, December 2007

State or area

All races Adult beneficiaries

Total a White Black Other b Men Women

All areas 49,864,838 40,887,616 5,125,460 3,685,248 20,005,207 25,808,940

Alabama 934,770 686,558 207,193 39,080 356,112 479,636

Alaska 68,853 52,133 2,030 14,466 29,902 30,515

Arizona 959,520 842,305 28,054 86,389 400,591 486,571

Arkansas 588,910 492,727 69,985 24,788 233,398 296,930

California 4,571,486 3,480,144 316,361 755,445 1,886,601 2,331,439

Colorado 616,232 552,548 21,514 40,174 256,327 316,261

Connecticut 592,533 516,801 41,363 31,765 234,570 316,218

Delaware 157,239 125,163 24,852 6,808 63,110 82,111

District of Columbia 71,215 18,851 47,984 4,049 27,384 37,143

Florida 3,477,190 2,904,982 341,712 219,348 1,445,827 1,802,993

Georgia 1,305,181 918,394 319,532 63,757 499,646 676,638

Hawaii 207,992 59,253 2,329 145,592 86,472 107,713

Idaho 240,070 226,593 679 12,029 101,723 119,867

Illinois 1,921,996 1,547,623 251,222 116,837 758,648 1,009,538

Indiana 1,097,739 975,140 79,471 40,341 430,047 576,718

Iowa 558,541 531,830 9,182 15,924 223,668 299,550

Kansas 457,826 413,582 22,479 20,439 181,494 242,928

Kentucky 827,346 745,270 47,088 32,609 331,758 411,868

Louisiana 735,263 508,449 190,396 33,808 289,721 360,778

Maine 280,342 267,092 1,036 11,157 115,963 141,488

Maryland 786,407 553,768 185,200 45,010 307,458 416,625

Massachusetts 1,080,847 961,404 47,377 66,785 425,193 569,778

Michigan 1,802,700 1,502,205 218,002 76,930 719,259 930,226

Minnesota 814,960 761,075 18,172 32,741 333,578 427,648

Mississippi 559,344 370,034 165,174 22,794 209,679 280,822

Missouri 1,089,782 950,597 97,665 38,540 432,161 564,667

Montana 176,539 165,292 418 10,303 75,665 88,391

Nebraska 295,459 273,526 9,689 11,395 117,253 157,892

Nevada 362,534 298,192 25,997 37,388 159,649 176,846

New Hampshire 231,819 221,065 1,391 8,581 93,694 119,144

New Jersey 1,388,380 1,122,216 156,582 104,422 540,337 748,960

New Mexico 327,219 274,204 5,916 45,905 136,591 161,304

New York 3,097,330 2,412,513 382,709 286,958 1,216,284 1,632,852

North Carolina 1,587,350 1,205,649 304,495 73,207 617,707 835,991

North Dakota 116,418 110,295 298 5,376 47,640 61,568

Ohio 1,992,152 1,722,070 190,282 73,117 798,037 1,043,820

Oklahoma 657,878 573,903 38,874 43,233 261,943 339,923

Oregon 643,251 598,273 7,991 35,266 270,502 333,374

Pennsylvania 2,456,196 2,161,666 193,044 95,410 963,908 1,312,455

Rhode Island 193,783 174,094 6,607 12,044 75,405 103,948

South Carolina 822,377 593,476 194,060 32,945 321,377 426,942

South Dakota 144,993 135,370 523 8,648 59,923 75,528

Tennessee 1,139,632 956,788 134,041 46,166 444,905 590,690

Texas 3,102,890 2,475,492 343,149 275,265 1,246,177 1,572,735

Utah 290,128 269,039 1,928 18,198 117,562 145,800

Vermont 117,296 112,011 457 4,250 48,467 59,810

Virginia 1,180,114 901,429 214,457 61,125 464,360 618,333

Washington 982,948 878,570 25,355 75,902 412,093 504,435

West Virginia 424,614 395,127 10,817 17,690 175,942 208,391

Wisconsin 980,454 901,212 40,834 35,230 398,427 513,832

Wyoming 84,022 79,320 474 3,970 35,979 42,165

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.99

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 5,613 309 43 5,244 1,716 1,904

Guam 12,982 1,295 200 11,430 5,184 5,321

Northern Mariana Islands 2,308 269 50 1,974 831 785

Puerto Rico 733,326 535,233 51,351 143,471 294,664 349,087

U.S. Virgin Islands 17,260 2,934 12,663 1,593 7,101 8,204

Foreign countries 493,289 372,263 14,713 101,937 215,594 251,841

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

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.

a. Includes 166,514 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.J5.1—Number, by state or other area, race, and sex, December 2007—Continued

State or area

All races Adult beneficiaries

Total a White Black Other b Men Women
5.J OASDI Current-Pay Benefits: Geographic Data

5.100 ♦ Annual Statistical Supplement, 2008

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

benefit, December 2007

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit 

(dollars)

Total

Less

than

600.00

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00–

1,399.90

1,400.00

or more Average Median

All areas 31,527,728 100.0 14.4 7.9 7.5 6.8 7.0 7.7 8.4 9.0 7.9 23.4 1,078.60 1,084.40

Alabama 511,245 100.0 14.4 8.7 8.5 8.1 8.2 8.4 8.6 8.3 7.3 19.5 1,040.90 1,026.40

Alaska 41,850 100.0 19.5 8.3 7.8 7.2 7.0 6.9 6.8 7.1 6.6 22.9 1,030.90 1,003.00

Arizona 633,976 100.0 12.3 7.5 7.3 6.6 6.8 7.7 8.8 9.8 8.6 24.5 1,101.80 1,119.40

Arkansas 333,546 100.0 14.8 9.1 9.1 8.9 9.0 9.0 8.6 8.3 6.7 16.6 1,013.00 990.40

California 2,966,083 100.0 17.5 7.7 7.2 6.5 6.4 6.7 7.3 8.0 7.1 25.7 1,076.00 1,071.40

Colorado 404,472 100.0 16.8 7.6 7.4 6.6 6.6 7.1 7.8 8.6 7.6 23.9 1,061.50 1,071.40

Connecticut 411,840 100.0 9.3 6.5 6.5 6.0 6.3 7.4 8.5 9.7 8.9 31.0 1,179.50 1,195.40

Delaware 103,584 100.0 9.3 7.1 7.0 6.3 6.5 7.7 9.1 10.8 9.5 26.7 1,143.00 1,168.40

District of Columbia 45,885 100.0 29.7 8.2 7.9 7.2 6.7 6.1 5.4 4.8 4.2 19.8 943.80 856.40

Florida 2,381,491 100.0 13.9 8.3 7.8 7.1 7.2 7.9 8.5 9.1 7.8 22.5 1,073.60 1,073.40

Georgia 792,398 100.0 14.3 8.3 8.5 8.0 7.9 8.0 8.1 8.3 7.4 21.4 1,055.90 1,039.40

Hawaii 149,938 100.0 15.8 7.5 7.0 6.8 7.6 8.2 8.6 8.5 7.6 22.5 1,066.60 1,066.40

Idaho 154,957 100.0 14.0 8.5 7.8 7.2 7.6 8.5 9.0 9.0 8.1 20.3 1,054.00 1,059.40

Illinois 1,251,647 100.0 13.1 7.3 6.9 6.0 6.2 7.2 8.4 9.4 8.6 27.0 1,116.80 1,141.40

Indiana 695,649 100.0 9.2 7.4 6.9 6.1 6.7 8.1 9.7 10.8 9.5 25.6 1,135.10 1,159.40

Iowa 373,648 100.0 11.8 8.3 7.6 7.0 7.6 8.8 10.0 10.0 8.7 20.3 1,075.70 1,088.40

Kansas 301,888 100.0 11.2 7.8 7.4 6.9 7.4 8.3 9.1 9.9 8.4 23.5 1,103.60 1,110.40

Kentucky 433,528 100.0 16.1 8.8 8.3 7.7 7.7 8.0 8.7 8.8 7.5 18.5 1,023.70 1,018.40

Louisiana 378,666 100.0 20.2 8.6 7.9 7.0 6.9 7.0 7.8 8.0 6.6 20.0 1,007.20 990.40

Maine 170,502 100.0 17.7 8.8 8.4 8.0 8.3 8.4 8.5 8.3 6.5 17.1 1,000.20 985.00

Maryland 523,329 100.0 15.4 7.1 6.9 6.5 6.6 7.2 7.9 8.5 7.8 26.1 1,097.00 1,103.40

Massachusetts 698,950 100.0 15.9 7.6 7.4 6.6 6.6 7.1 7.5 8.2 7.3 25.7 1,086.70 1,083.40

Michigan 1,124,614 100.0 8.6 7.1 6.6 5.4 6.0 7.7 9.3 10.8 9.8 28.8 1,164.70 1,193.40

Minnesota 549,298 100.0 12.7 8.3 7.8 6.7 6.7 7.5 8.6 9.6 8.6 23.6 1,088.30 1,104.40

Mississippi 301,166 100.0 16.4 9.4 9.4 8.9 8.7 8.5 8.0 7.6 6.5 16.7 1,000.50 967.40

Missouri 673,508 100.0 13.7 8.3 7.9 7.2 7.5 8.2 8.8 9.5 8.0 21.0 1,063.40 1,069.40

Montana 115,021 100.0 15.4 8.7 8.2 7.6 7.8 8.4 8.9 9.2 7.7 18.0 1,027.00 1,027.40

Nebraska 196,387 100.0 13.1 8.3 8.0 7.6 8.1 8.7 9.0 9.2 7.9 20.1 1,061.80 1,057.40

Nevada 246,817 100.0 14.0 7.7 7.5 7.0 7.1 7.3 7.9 8.8 8.2 24.5 1,084.60 1,091.40

New Hampshire 151,473 100.0 10.8 7.3 7.5 7.0 7.4 8.3 9.0 9.6 8.2 24.8 1,113.70 1,118.40

New Jersey 955,202 100.0 9.7 6.6 6.5 5.8 5.9 6.8 7.9 9.1 8.6 33.1 1,190.40 1,209.40

New Mexico 197,848 100.0 18.5 8.6 8.2 7.7 7.7 7.9 7.9 7.8 6.8 18.9 1,009.60 991.00

New York 2,017,031 100.0 11.9 7.3 6.8 6.2 6.6 7.5 8.5 9.3 8.3 27.6 1,136.60 1,145.00

North Carolina 998,365 100.0 11.4 8.0 8.7 8.7 8.9 9.1 8.9 8.9 7.5 19.8 1,064.30 1,047.40

North Dakota 74,399 100.0 16.5 9.6 8.8 8.1 8.2 8.2 8.4 8.5 7.1 16.6 1,004.50 986.00

Ohio 1,233,794 100.0 14.3 7.3 6.6 5.7 6.1 7.5 9.2 10.2 9.0 24.1 1,090.00 1,128.40

Oklahoma 399,475 100.0 15.1 8.3 8.1 7.8 8.1 8.5 8.9 9.0 7.3 18.9 1,037.90 1,031.40

Oregon 434,028 100.0 12.3 7.9 7.3 6.6 6.9 8.3 9.7 10.1 8.9 22.0 1,086.70 1,107.40

Pennsylvania 1,582,886 100.0 11.0 7.6 6.9 6.3 6.9 8.4 10.0 10.5 9.0 23.4 1,110.90 1,129.40

Rhode Island 128,522 100.0 13.4 7.9 7.6 7.2 7.8 8.5 8.9 8.9 7.6 22.4 1,079.70 1,074.40

South Carolina 507,282 100.0 11.9 8.1 8.6 8.4 8.5 8.7 8.7 8.7 7.6 20.7 1,065.60 1,050.40

South Dakota 96,367 100.0 16.6 9.3 8.9 8.6 8.4 8.6 8.5 8.2 6.9 16.2 999.20 980.00

Tennessee 676,808 100.0 12.9 8.5 8.5 8.3 8.3 8.5 8.7 8.6 7.5 20.2 1,057.90 1,041.40

Texas 1,852,323 100.0 17.5 8.1 7.8 7.1 6.9 7.1 7.6 8.1 7.0 22.9 1,049.70 1,037.40

Utah 187,950 100.0 15.0 8.4 7.3 6.1 5.8 6.5 7.9 9.3 8.2 25.5 1,086.80 1,111.40

Vermont 75,624 100.0 11.9 7.9 7.9 7.7 8.2 9.0 9.4 9.4 7.9 20.6 1,075.10 1,071.40

Virginia 742,755 100.0 14.5 7.8 7.9 7.5 7.5 7.8 8.2 8.3 7.5 22.8 1,071.10 1,059.90

Washington 647,342 100.0 11.7 7.5 7.0 6.2 6.3 7.4 8.6 9.8 9.1 26.4 1,121.60 1,148.40

West Virginia 215,536 100.0 12.7 7.6 7.4 7.1 7.7 8.9 10.2 10.3 8.7 19.4 1,065.10 1,084.40

Wisconsin 660,364 100.0 10.2 8.1 7.2 6.2 6.6 8.1 10.0 11.2 9.6 22.7 1,107.70 1,136.40

Wyoming 56,103 100.0 13.4 8.4 7.5 6.8 6.9 7.8 8.7 9.7 8.5 22.2 1,074.60 1,090.00

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.101

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American 

Samoa 1,683 100.0 45.9 12.2 10.0 7.6 5.3 4.9 3.4 3.1 1.6 5.8 695.90 630.40

Guam 6,888 100.0 46.6 11.3 8.3 7.2 5.1 4.6 3.9 2.8 2.5 7.7 724.10 625.40

Northern 

Mariana 

Islands 997 100.0 59.5 10.2 6.0 5.0 3.5 2.2 1.8 2.4 2.6 6.7 623.90 526.00

Puerto Rico 353,387 100.0 40.4 14.5 11.7 8.6 6.6 5.1 3.7 2.7 2.1 4.6 720.30 664.40

U.S. Virgin 

Islands 11,443 100.0 20.6 11.1 10.8 9.9 8.8 8.0 6.7 5.8 5.0 13.3 936.60 872.40

Foreign countries 295,970 100.0 57.1 9.3 7.2 5.6 4.4 3.7 3.0 2.5 2.0 5.1 592.10 532.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

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

benefit, December 2007—Continued

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit 

(dollars)

Total

Less

than

600.00

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00–

1,399.90

1,400.00

or more Average Median
5.J OASDI Current-Pay Benefits: Geographic Data

5.102 ♦ Annual Statistical Supplement, 2008

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

December 2007

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit 

(dollars)

Total

Less

than

600.00

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00–

1,399.90

1,400.00

or more Average Median

All areas 7,098,723 100.0 15.4 10.9 11.1 10.1 8.9 7.6 6.5 5.5 4.6 19.4 1,004.00 926.40

Alabama 186,043 100.0 15.3 11.6 12.2 10.8 9.5 7.8 6.6 5.2 4.3 16.7 978.00 900.00

Alaska 10,622 100.0 17.2 11.4 11.5 9.9 8.1 7.0 6.2 4.9 4.2 19.6 994.70 901.00

Arizona 130,036 100.0 13.1 10.0 10.8 10.0 8.9 7.9 6.9 5.8 5.1 21.4 1,038.60 967.00

Arkansas 115,806 100.0 15.5 11.6 12.1 11.2 10.1 8.4 7.0 5.7 4.4 14.1 957.10 896.40

California 593,492 100.0 16.8 10.4 10.2 9.0 8.1 7.1 6.3 5.4 4.7 22.2 1,022.40 943.40

Colorado 80,205 100.0 15.2 11.1 11.1 10.2 8.8 7.8 6.7 5.5 4.8 18.9 1,002.60 926.40

Connecticut 70,584 100.0 13.4 10.2 10.5 9.7 8.9 7.8 6.7 5.7 4.8 22.3 1,044.90 970.00

Delaware 22,843 100.0 12.6 9.9 10.3 10.0 8.8 7.8 7.0 5.7 5.1 22.9 1,056.30 982.00

District of Columbia 10,732 100.0 19.6 13.8 13.8 11.3 9.1 7.4 5.9 4.6 3.3 11.1 894.20 821.40

Florida 418,498 100.0 14.3 10.9 11.4 10.4 9.1 7.9 6.8 5.6 4.6 19.0 1,007.00 930.40

Georgia 212,401 100.0 14.1 10.8 11.5 10.9 9.7 8.5 7.2 5.7 4.7 16.9 992.20 926.00

Hawaii 19,938 100.0 13.5 10.3 10.3 9.9 8.7 7.9 7.5 6.2 4.8 21.0 1,035.20 969.00

Idaho 32,867 100.0 17.1 11.4 11.4 9.9 8.6 7.3 6.5 5.5 4.5 18.0 979.90 903.00

Illinois 240,685 100.0 15.3 10.4 10.6 9.5 8.4 7.4 6.4 5.4 4.7 21.9 1,027.40 948.00

Indiana 155,901 100.0 15.5 10.8 11.0 9.9 8.9 7.8 6.5 5.4 4.6 19.6 1,006.30 929.40

Iowa 63,349 100.0 17.4 12.0 11.5 10.3 8.8 7.5 6.1 5.5 4.5 16.5 961.00 888.00

Kansas 57,676 100.0 16.1 11.5 11.5 10.4 9.0 7.8 6.7 5.6 4.5 17.0 978.10 905.40

Kentucky 174,341 100.0 17.4 11.4 11.1 9.7 8.5 7.4 6.2 5.2 4.4 18.7 981.80 904.00

Louisiana 121,444 100.0 17.5 11.1 10.9 9.5 8.2 7.0 5.8 5.1 4.6 20.3 995.10 910.40

Maine 50,499 100.0 17.6 12.3 12.9 11.5 9.6 7.8 6.4 5.0 4.0 12.9 928.70 859.00

Maryland 98,060 100.0 14.1 10.0 10.5 9.9 8.8 7.7 6.9 5.8 4.9 21.4 1,033.10 961.00

Massachusetts 166,198 100.0 15.0 11.4 11.7 10.6 9.3 7.9 6.4 5.3 4.4 17.9 991.10 911.70

Michigan 260,390 100.0 15.4 10.0 9.9 8.7 7.6 6.6 5.9 5.2 4.7 25.9 1,061.80 978.00

Minnesota 99,717 100.0 15.7 11.2 11.3 10.2 8.9 7.6 6.3 5.2 4.4 19.2 997.50 917.00

Mississippi 112,598 100.0 15.8 11.9 12.7 11.8 9.9 8.0 6.6 5.3 4.2 14.0 948.40 880.00

Missouri 174,559 100.0 15.9 11.6 11.7 10.6 9.0 7.8 6.4 5.3 4.4 17.2 979.10 901.40

Montana 22,705 100.0 17.0 11.8 11.6 10.4 8.8 7.4 6.3 5.2 4.7 16.9 968.70 893.00

Nebraska 34,922 100.0 16.8 12.0 12.2 10.4 9.1 7.8 6.8 5.5 4.5 14.7 953.70 884.00

Nevada 49,006 100.0 11.4 9.2 10.4 10.3 9.2 8.3 7.2 6.1 5.2 22.8 1,064.10 994.00

New Hampshire 36,482 100.0 12.3 10.2 11.5 11.2 9.9 8.6 7.0 6.0 4.8 18.5 1,017.20 948.00

New Jersey 163,421 100.0 12.2 9.1 9.7 9.1 8.3 7.4 6.5 5.7 4.9 27.1 1,099.60 1,020.00

New Mexico 50,689 100.0 17.5 11.6 11.3 10.3 9.0 7.8 6.3 5.3 4.4 16.4 963.30 891.40

New York 433,321 100.0 15.2 10.1 10.1 9.0 8.0 7.0 6.2 5.3 4.6 24.4 1,054.40 968.40

North Carolina 270,824 100.0 13.3 10.5 11.4 11.4 10.4 9.1 7.5 6.1 4.7 15.6 989.00 931.00

North Dakota 12,060 100.0 18.8 12.6 12.4 10.4 9.1 6.9 6.4 5.0 4.5 13.9 932.00 859.00

Ohio 261,096 100.0 18.5 11.5 10.9 9.3 8.0 6.9 5.9 5.1 4.3 19.5 981.70 897.40

Oklahoma 103,749 100.0 16.6 11.3 11.0 10.0 8.8 7.6 6.7 5.8 4.8 17.5 979.40 912.00

Oregon 82,612 100.0 15.6 10.9 10.9 9.8 8.5 7.4 6.3 5.5 4.7 20.4 1,010.00 932.00

Pennsylvania 324,948 100.0 15.3 10.5 10.7 9.7 8.7 7.6 6.6 5.6 4.9 20.5 1,014.80 942.40

Rhode Island 30,859 100.0 15.5 12.2 11.9 10.9 9.3 7.6 6.3 5.1 4.4 16.7 972.70 895.00

South Carolina 140,472 100.0 12.8 10.1 11.3 11.1 10.2 9.1 7.6 6.2 4.9 16.7 1,002.50 944.40

South Dakota 15,645 100.0 19.0 12.1 12.6 10.3 8.9 7.9 6.4 5.4 4.0 13.3 926.70 857.40

Tennessee 198,708 100.0 15.2 11.4 12.1 11.1 9.7 8.2 6.9 5.5 4.4 15.5 969.50 901.00

Texas 439,494 100.0 15.8 11.0 11.2 10.1 9.0 7.8 6.7 5.6 4.6 18.2 992.50 920.40

Utah 34,726 100.0 16.9 11.4 11.4 9.7 8.1 7.0 6.1 5.1 4.2 19.9 995.80 906.00

Vermont 17,733 100.0 16.5 12.3 12.0 11.1 9.9 8.4 6.6 5.2 4.2 13.9 946.10 881.00

Virginia 179,229 100.0 14.1 10.2 11.0 10.5 9.3 8.1 7.1 5.8 4.8 19.1 1,011.50 943.40

Washington 136,709 100.0 15.5 10.8 11.0 9.8 8.4 7.2 6.2 5.2 4.6 21.2 1,018.70 932.40

West Virginia 86,803 100.0 16.0 9.8 9.6 8.8 7.6 6.9 6.2 5.4 4.8 24.9 1,049.00 975.40

Wisconsin 121,775 100.0 16.0 11.0 10.9 9.9 8.7 7.4 6.4 5.4 4.6 19.6 1,000.90 924.00

Wyoming 10,332 100.0 17.2 11.3 11.4 10.1 7.8 7.1 5.5 4.9 4.5 20.2 995.90 900.40

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.103

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American 

Samoa 1,112 100.0 29.1 16.7 12.9 10.1 6.7 a 4.9 4.2 a 4.1 779.90 727.00

Guam 1,299 100.0 23.6 14.1 12.1 9.6 7.8 6.9 6.6 4.9 3.5 10.8 863.40 800.40

Northern 

Mariana 

Islands 200 100.0 47.0 15.5 14.0 8.0 3.5 1.5 4.0 3.0 0.5 3.0 662.00 626.00

Puerto Rico 143,784 100.0 16.1 16.0 17.2 14.0 10.2 7.4 5.1 3.8 2.8 7.3 863.00 804.00

U.S. Virgin 

Islands 1,672 100.0 14.0 9.9 11.4 10.2 10.1 8.2 7.1 5.7 5.0 18.5 1,010.80 942.90

Foreign countries 12,852 100.0 25.2 9.8 9.9 9.6 8.4 a 6.1 5.0 a 14.4 895.10 848.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

a. Not shown to avoid disclosure of information regarding particular individuals.

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

December 2007—Continued

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit 

(dollars)

Total

Less

than

600.00

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00–

1,399.90

1,400.00

or more Average Median
5.J OASDI Current-Pay Benefits: Geographic Data

5.104 ♦ Annual Statistical Supplement, 2008

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

December 2007

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit

(dollars)

Total

Less

than

600.00

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00–

1,399.90

1,400.00

or more Average Median

All areas 4,211,356 100.0 12.6 5.5 7.2 8.7 10.1 12.2 11.7 9.8 7.1 15.0 1,040.40 1,050.40

Alabama 82,526 100.0 16.2 7.0 9.0 10.0 10.6 11.6 10.3 8.3 6.0 10.9 971.10 972.40

Alaska 4,417 100.0 17.3 6.1 7.0 9.1 9.4 11.3 11.1 9.2 6.1 13.3 989.00 1,010.40

Arizona 69,824 100.0 10.2 4.2 6.2 8.2 9.8 13.0 13.3 10.8 8.0 16.4 1,077.20 1,089.40

Arkansas 47,968 100.0 16.5 7.9 9.7 10.6 10.8 11.7 9.9 7.8 5.4 9.7 952.00 948.40

California 358,392 100.0 13.4 5.2 6.7 8.0 9.3 11.2 11.2 9.5 7.2 18.3 1,064.20 1,068.00

Colorado 49,986 100.0 11.7 5.0 6.9 8.3 10.2 11.9 12.0 10.0 7.7 16.2 1,057.30 1,067.40

Connecticut 42,870 100.0 6.5 3.3 4.7 6.9 9.3 12.2 12.6 11.6 9.4 23.6 1,166.30 1,155.40

Delaware 11,569 100.0 5.8 3.7 5.9 8.4 9.6 13.6 13.9 12.2 8.7 18.3 1,121.80 1,119.00

District of Columbia 5,588 100.0 30.3 10.0 9.2 8.5 8.5 7.4 6.1 4.6 3.6 11.8 876.20 804.40

Florida 260,623 100.0 10.0 5.2 7.1 9.0 10.7 12.7 12.2 10.0 7.2 15.9 1,067.50 1,065.00

Georgia 105,215 100.0 15.5 6.9 8.8 9.8 10.2 10.9 10.2 8.6 6.3 12.8 990.70 989.00

Hawaii 14,451 100.0 14.5 5.6 8.1 9.8 10.7 11.7 10.6 8.9 6.3 13.9 1,013.60 1,011.00

Idaho 18,537 100.0 7.8 4.7 7.3 9.7 11.8 14.0 13.3 10.5 7.3 13.7 1,064.70 1,066.00

Illinois 169,814 100.0 8.7 4.0 5.7 7.5 9.6 12.9 13.0 11.2 8.6 19.0 1,110.10 1,111.40

Indiana 94,303 100.0 5.6 3.5 5.6 8.1 10.8 14.5 14.4 12.3 9.0 16.3 1,112.70 1,111.40

Iowa 52,412 100.0 6.7 5.1 7.4 9.6 11.9 13.9 13.1 10.5 7.3 14.5 1,075.20 1,069.00

Kansas 39,614 100.0 7.2 4.4 6.6 9.0 10.8 12.9 12.6 10.7 8.2 17.7 1,102.00 1,094.40

Kentucky 78,011 100.0 17.9 7.4 8.7 9.6 10.1 11.9 10.3 8.2 5.8 10.2 955.40 966.40

Louisiana 86,810 100.0 18.3 7.6 8.9 9.6 9.6 10.9 9.8 8.3 5.8 11.1 957.10 959.00

Maine 21,379 100.0 12.5 6.3 8.8 10.8 11.6 12.2 11.3 8.6 6.1 11.8 1,002.80 1,000.40

Maryland 64,829 100.0 12.0 5.0 6.8 8.1 9.7 12.1 11.7 10.0 7.4 17.3 1,065.60 1,071.40

Massachusetts 80,565 100.0 11.8 4.6 6.4 8.0 9.5 11.3 11.7 10.0 7.7 19.0 1,082.90 1,085.40

Michigan 155,464 100.0 5.5 3.0 5.2 7.6 10.6 14.7 14.7 12.1 8.8 17.8 1,126.10 1,120.40

Minnesota 68,031 100.0 9.5 5.3 7.2 8.7 10.0 12.8 12.5 10.7 7.7 15.5 1,066.50 1,074.40

Mississippi 46,229 100.0 21.4 8.3 9.5 10.0 9.9 10.1 9.1 7.0 5.1 9.7 920.00 909.40

Missouri 90,044 100.0 10.3 5.4 7.6 9.3 10.8 13.1 12.1 10.2 7.2 13.9 1,046.50 1,053.00

Montana 15,245 100.0 9.1 5.5 8.1 9.8 12.2 13.8 12.2 9.5 7.1 12.8 1,042.80 1,039.40

Nebraska 26,517 100.0 7.6 5.6 7.8 9.9 11.6 12.8 12.0 9.8 7.4 15.4 1,070.80 1,058.40

Nevada 23,783 100.0 10.2 4.4 6.2 8.0 9.8 12.5 12.6 10.8 8.1 17.3 1,082.00 1,090.40

New Hampshire 15,147 100.0 7.0 3.6 6.4 8.3 10.5 13.5 13.5 10.7 8.3 18.2 1,111.20 1,103.40

New Jersey 106,844 100.0 7.1 3.5 5.5 7.5 9.4 12.3 12.3 11.3 9.0 22.0 1,142.40 1,135.00

New Mexico 26,890 100.0 17.7 7.1 8.8 9.7 10.6 10.9 10.2 8.0 5.7 11.2 962.80 964.20

New York 236,534 100.0 9.0 4.5 6.6 8.5 10.3 12.8 12.3 10.4 7.9 17.7 1,094.60 1,087.00

North Carolina 113,858 100.0 14.7 6.9 8.8 10.2 10.8 11.6 10.4 8.5 6.1 12.0 988.00 986.40

North Dakota 13,601 100.0 11.8 8.1 9.8 11.5 11.2 11.6 9.8 7.9 6.3 12.0 998.60 979.40

Ohio 207,430 100.0 9.9 4.0 5.9 7.8 10.1 13.9 13.7 11.4 8.1 15.2 1,073.00 1,089.40

Oklahoma 58,489 100.0 12.6 6.3 8.3 9.9 11.1 12.2 11.4 9.8 6.2 12.3 1,011.20 1,016.40

Oregon 50,709 100.0 7.2 3.8 6.2 8.3 11.3 14.3 13.8 11.4 8.1 15.6 1,092.30 1,092.40

Pennsylvania 228,200 100.0 6.8 3.8 6.3 8.6 11.2 14.7 14.2 11.5 7.9 14.9 1,091.20 1,091.40

Rhode Island 12,866 100.0 8.8 4.6 6.8 9.2 11.8 14.0 11.6 10.0 7.2 16.1 1,077.60 1,063.40

South Carolina 61,605 100.0 15.6 6.9 9.0 10.1 10.5 11.3 10.1 8.5 6.1 11.9 981.70 980.40

South Dakota 13,942 100.0 12.7 8.2 9.9 11.2 11.4 12.2 10.3 8.1 5.8 10.3 982.70 969.40

Tennessee 95,283 100.0 14.4 6.8 8.7 9.9 10.8 11.8 10.8 8.8 6.2 12.0 993.50 995.40

Texas 297,199 100.0 15.4 6.6 8.0 9.0 9.7 11.0 10.5 8.9 6.4 14.6 1,010.70 1,013.00

Utah 20,604 100.0 10.3 3.7 5.3 6.9 8.6 12.1 13.2 11.7 9.0 19.1 1,103.50 1,122.00

Vermont 8,930 100.0 9.3 6.0 7.6 10.2 11.6 12.9 12.0 9.8 6.5 14.2 1,047.80 1,041.00

Virginia 96,409 100.0 14.0 6.3 8.1 9.6 10.5 11.5 10.7 8.7 6.5 14.1 1,013.20 1,012.40

Washington 75,123 100.0 7.7 3.8 5.6 7.6 9.9 13.0 13.7 11.9 8.6 18.3 1,113.50 1,116.40

West Virginia 45,942 100.0 11.4 6.3 8.7 9.8 11.3 14.0 12.3 9.8 6.4 10.0 1,002.90 1,018.40

Wisconsin 80,480 100.0 6.1 3.9 6.0 8.5 11.0 14.5 14.3 12.1 8.5 15.1 1,098.60 1,100.40

Wyoming 6,848 100.0 7.5 5.0 7.2 9.3 10.4 13.8 13.2 10.3 7.7 15.7 1,080.40 1,078.40

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.105

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American 

Samoa 377 100.0 55.4 13.3 9.8 6.6 5.0 3.2 1.9 1.1 1.3 2.4 614.50 557.40

Guam 971 100.0 42.0 13.7 12.8 9.9 5.1 5.0 3.7 1.5 2.0 4.2 712.00 659.40

Northern 

Mariana 

Islands 187 100.0 aaaaa a a a aa 474.90 432.40

Puerto Rico 71,715 100.0 52.8 12.5 9.7 7.5 5.4 4.1 2.8 1.7 1.2 2.3 635.50 580.40

U.S. Virgin 

Islands 1,116 100.0 26.2 15.3 11.2 11.3 9.7 7.3 5.8 4.6 3.9 4.8 818.00 778.40

Foreign countries 79,041 100.0 aaaaa a a a aa 661.40 624.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

a. Not shown to avoid disclosure of information regarding particular individuals.

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

December 2007—Continued

State or area Number

Percentage distribution by dollar amount of benefit

Monthly benefit

(dollars)

Total

Less

than

600.00

600.00–

699.90

700.00–

799.90

800.00–

899.90

900.00–

999.90

1,000.00–

1,099.90

1,100.00–

1,199.90

1,200.00–

1,299.90

1,300.00–

1,399.90

1,400.00

or more Average Median
5.J OASDI Current-Pay Benefits: Geographic Data

5.106 ♦ Annual Statistical Supplement, 2008

Table 5.J10—Number of children, by state or other area and type of benefit, December 2007

State or area Total

Children under age 18 of— Disabled adult children of— Students aged 18–19 of—

Subtotal

Retired

workers

Disabled

workers

Deceased

workers Subtotal

Retired

workers

Disabled

workers

Deceased

workers Subtotal

Retired

workers

Disabled

workers

Deceased

workers

All areas 4,050,691 3,119,523 281,848 1,535,010 1,302,665 794,677 196,038 77,346 521,293 136,491 16,410 52,333 67,748

Alabama 99,022 76,864 5,832 42,362 28,670 18,080 3,486 2,344 12,250 4,078 354 1,873 1,851

Alaska 8,436 7,261 1,000 2,340 3,921 854 235 79 540 321 61 66 194

Arizona 72,358 60,257 5,299 28,169 26,789 9,754 2,590 1,126 6,038 2,347 293 813 1,241

Arkansas 58,582 46,403 3,302 26,213 16,888 9,923 2,039 1,474 6,410 2,256 184 1,081 991

California 353,446 279,171 34,264 121,414 123,493 66,928 20,370 5,513 41,045 7,347 1,253 2,295 3,799

Colorado 43,644 35,714 3,016 15,565 17,133 6,378 1,804 607 3,967 1,552 185 522 845

Connecticut 41,745 30,993 2,851 15,816 12,326 9,732 2,527 727 6,478 1,020 151 390 479

Delaware 12,018 9,650 729 4,902 4,019 2,020 459 178 1,383 348 35 141 172

District of Columbia 6,688 5,175 585 1,544 3,046 1,361 197 99 1,065 152 25 15 112

Florida 228,370 183,730 21,272 83,599 78,859 36,231 9,723 3,744 22,764 8,409 1,269 2,851 4,289

Georgia 128,897 101,753 8,566 45,909 47,278 21,713 4,460 2,190 15,063 5,431 612 1,940 2,879

Hawaii 13,807 11,238 2,256 4,211 4,771 2,415 798 161 1,456 154 42 30 82

Idaho 18,480 14,907 1,207 7,385 6,315 2,945 855 351 1,739 628 85 242 301

Illinois 153,810 115,265 11,669 52,610 50,986 33,001 8,066 2,636 22,299 5,544 737 1,981 2,826

Indiana 90,974 68,576 4,763 34,642 29,171 17,861 3,993 1,831 12,037 4,537 444 1,836 2,257

Iowa 35,323 25,292 1,726 12,747 10,819 8,707 2,180 772 5,755 1,324 137 502 685

Kansas 33,404 25,710 1,871 12,102 11,737 6,366 1,584 612 4,170 1,328 152 473 703

Kentucky 83,720 63,794 3,355 39,160 21,279 17,082 3,412 2,393 11,277 2,844 216 1,449 1,179

Louisiana 84,764 63,587 4,646 30,377 28,564 18,322 3,721 2,047 12,554 2,855 261 1,101 1,493

Maine 22,891 17,319 975 11,564 4,780 4,848 1,074 741 3,033 724 61 399 264

Maryland 62,324 49,965 4,478 19,598 25,889 11,189 2,612 740 7,837 1,170 157 286 727

Massachusetts 85,876 64,391 4,408 39,844 20,139 18,898 4,786 1,995 12,117 2,587 280 1,197 1,110

Michigan 153,215 113,665 9,492 58,616 45,557 34,338 8,391 3,126 22,821 5,212 591 2,078 2,543

Minnesota 53,734 39,721 2,466 20,830 16,425 11,926 3,323 996 7,607 2,087 216 838 1,033

Mississippi 68,843 53,464 4,197 27,939 21,328 12,478 2,421 1,605 8,452 2,901 272 1,254 1,375

Missouri 92,954 71,708 4,598 37,578 29,532 17,045 3,764 1,988 11,293 4,201 428 1,766 2,007

Montana 12,483 9,669 997 4,221 4,451 2,278 635 186 1,457 536 78 183 275

Nebraska 20,314 15,080 979 7,602 6,499 4,410 1,228 428 2,754 824 99 332 393

Nevada 26,039 22,576 2,558 9,461 10,557 2,789 719 261 1,809 674 109 193 372

New Hampshire 18,981 15,420 825 10,015 4,580 2,928 660 398 1,870 633 78 306 249

New Jersey 99,083 75,502 7,474 36,178 31,850 20,547 5,496 1,423 13,628 3,034 415 1,085 1,534

New Mexico 29,324 23,694 2,104 10,601 10,989 4,619 1,241 481 2,897 1,011 114 368 529

New York 248,194 183,808 20,405 99,882 63,521 58,338 15,049 4,756 38,533 6,048 962 2,346 2,740

North Carolina 133,652 103,518 7,275 53,809 42,434 25,313 5,258 3,123 16,932 4,821 434 2,044 2,343

North Dakota 7,210 4,904 314 2,247 2,343 1,983 495 126 1,362 323 45 100 178

Ohio 150,295 108,111 8,145 52,958 47,008 35,810 8,341 2,771 24,698 6,374 678 2,382 3,314

Oklahoma 56,012 43,637 3,254 20,935 19,448 9,891 2,118 1,140 6,633 2,484 262 934 1,288

Oregon 39,375 30,182 3,328 13,554 13,300 7,856 2,185 769 4,902 1,337 195 438 704

Pennsylvania 179,833 132,796 9,483 72,169 51,144 40,606 9,717 3,911 26,978 6,431 717 2,622 3,092

Rhode Island 14,430 10,866 793 6,611 3,462 3,242 751 378 2,113 322 36 155 131

South Carolina 74,058 57,408 4,415 28,684 24,309 14,110 2,971 1,543 9,596 2,540 263 1,035 1,242

South Dakota 9,542 7,014 513 3,039 3,462 2,147 554 152 1,441 381 55 124 202

Tennessee 104,037 80,705 5,618 41,005 34,082 19,531 4,213 2,159 13,159 3,801 355 1,556 1,890

Texas 283,978 228,120 20,002 100,565 107,553 45,106 11,617 4,238 29,251 10,752 1,286 3,678 5,788

Utah 26,766 22,235 1,893 9,033 11,309 3,790 1,320 350 2,120 741 102 236 403

Vermont 9,019 6,736 599 3,973 2,164 2,006 501 247 1,258 277 38 116 123

Virginia 97,421 75,832 6,008 38,737 31,087 18,184 4,041 2,045 12,098 3,405 390 1,376 1,639

Washington 66,420 51,079 4,784 24,775 21,520 12,847 3,682 1,326 7,839 2,494 347 905 1,242

West Virginia 40,281 28,617 1,791 17,812 9,014 10,202 1,986 1,392 6,824 1,462 142 777 543

Wisconsin 68,195 49,137 3,372 25,632 20,133 16,471 4,409 1,448 10,614 2,587 304 1,026 1,257

Wyoming 5,878 4,717 354 1,932 2,431 929 245 84 600 232 30 77 125

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.107

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 1,993 1,864 373 684 807 108 21 a 79 21 3 a 12

Guam 2,477 2,267 506 545 1,216 148 53 11 84 62 14 8 40

Northern Mariana 

Islands 692 644 241 72 331 41 6 a 34 7 a 0 5

Puerto Rico 89,575 65,899 7,420 37,661 20,818 22,658 6,111 2,038 14,509 1,018 188 427 403

U.S. Virgin 

Islands 1,955 1,572 346 478 748 323 112 18 193 60 16 18 26

Foreign countries 25,854 20,341 6,856 3,104 10,381 5,071 1,433 60 3,578 442 a a 229

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

a. Not shown to avoid disclosure of information regarding particular individiuals.

Table 5.J10—Number of children, by state or other area and type of benefit, December 2007—Continued

State or area Total

Children under age 18 of— Disabled adult children of— Students aged 18–19 of—

Subtotal

Retired

workers

Disabled

workers

Deceased

workers Subtotal

Retired

workers

Disabled

workers

Deceased

workers Subtotal

Retired

workers

Disabled

workers

Deceased

workers
5.J OASDI Current-Pay Benefits: Geographic Data

5.108 ♦ Annual Statistical Supplement, 2008

Table 5.J11—Number and total monthly benefits for beneficiaries in foreign countries,

December 2007

Region and country a

Number

Total monthly benefits

(thousands of dollars)

All

beneficiaries

Retired

workers

Disabled

workers Widow(er)s b

Wives and

husbands Children

All

beneficiaries

Retired

workers

Total 493,289 295,970 12,852 82,361 76,252 25,854 272,572 175,243

Africa 2,383 1,425 171 224 155 408 1,800 1,223

Asia 74,882 41,167 1,803 10,402 15,327 6,183 40,991 25,826

China 688 494 29 56 56 53 482 364

Cyprus 500 294 20 104 58 24 338 213

Hong Kong 1,085 670 12 235 123 45 736 500

India 1,245 844 72 109 115 105 977 690

Israel 9,096 5,212 235 1,353 1,424 872 6,526 4,310

Japan 32,968 18,272 71 2,904 11,300 421 12,168 7,832

Philippines 20,737 10,259 896 4,934 1,573 3,075 13,544 7,639

Russia 573 451 30 39 36 17 386 303

South Korea 1,094 760 13 66 227 28 587 453

Thailand 2,127 1,604 136 109 56 222 2,025 1,577

Turkey 778 480 32 145 75 46 621 404

Yemen 1,419 454 72 126 71 696 750 353

Central America and Caribbean 24,124 17,050 1,226 2,139 1,330 2,379 18,006 13,468

Barbados 1,085 909 22 81 52 21 905 777

Costa Rica 4,037 2,827 242 393 244 331 3,465 2,560

Dominican Republic 6,907 4,523 434 483 396 1,071 4,522 3,205

El Salvador 1,151 823 62 103 63 100 784 579

Guatemala 1,393 936 66 169 75 147 1,000 699

Honduras 1,017 654 61 101 53 148 784 541

Jamaica 2,925 2,314 81 234 166 130 2,197 1,797

Nicaragua 639 451 44 57 24 63 444 329

Panama 1,514 969 112 169 92 172 1,201 812

St. Kitts and Nevis 619 448 13 80 42 36 435 341

Trinidad and Tobago 967 766 34 87 43 37 798 651

Europe 211,055 132,255 4,779 34,465 32,481 7,075 114,004 74,497

Austria 2,670 1,707 62 424 383 94 1,400 917

Belgium 1,847 1,126 25 290 327 79 1,007 637

Croatia 1,499 926 139 230 113 91 1,225 804

Czech Republic 662 483 41 75 27 36 590 447

Denmark 908 571 18 179 105 35 729 465

Finland 879 553 38 129 110 49 537 349

France 11,873 7,684 89 1,753 1,969 378 6,835 4,771

Germany 36,201 22,472 681 5,600 6,055 1,393 16,812 10,219

Greece 23,041 13,798 653 4,318 3,541 731 12,520 8,037

Hungary 2,034 1,507 104 222 107 94 1,821 1,414

Ireland 8,996 6,028 198 1,172 1,181 417 5,575 4,004

Italy 33,313 19,756 563 7,128 4,930 936 17,938 11,339

Malta 601 326 29 142 65 39 468 270

Netherlands 4,819 3,057 61 654 881 166 2,196 1,428

Norway 6,742 4,003 111 1,200 1,261 167 2,794 1,686

Poland 6,213 4,354 300 825 539 195 3,683 2,519

Portugal 12,415 8,603 636 1,587 1,266 323 7,235 5,218

Serbia and Montenegro 1,000 642 71 173 74 40 738 475

Spain 10,572 6,177 260 2,088 1,689 358 6,361 4,004

Sweden 3,983 2,634 75 458 665 161 1,734 1,137

Switzerland 7,037 4,751 60 769 1,285 172 3,005 2,096

United Kingdom 31,393 19,612 492 4,659 5,593 1,037 17,065 11,085

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.109

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

North America 151,047 84,173 3,669 31,515 23,953 7,737 75,511 44,401

Canada 103,263 60,920 2,383 18,769 18,741 2,450 48,817 30,411

Mexico 47,784 23,253 1,286 12,746 5,212 5,287 26,694 13,991

Oceania 8,846 5,794 305 1,093 1,198 456 6,090 4,290

Australia 7,439 4,871 243 962 1,080 283 4,949 3,458

New Zealand 1,143 793 44 96 99 111 967 733

South America 16,735 11,650 602 2,168 1,390 925 12,229 8,875

Argentina 3,552 2,314 75 589 460 114 2,529 1,766

Brazil 2,045 1,262 61 387 184 151 1,596 1,031

Chile 1,590 1,103 36 232 144 75 1,230 897

Colombia 3,966 2,951 204 363 226 222 2,857 2,174

Ecuador 2,579 1,924 91 234 154 176 1,783 1,371

Peru 1,101 741 67 135 77 81 846 592

Uruguay 836 637 33 75 69 22 580 460

U.S. Overseas Military Base 4,217 2,456 297 355 418 691 3,940 2,662

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

a. Countries with 500 or more beneficiaries are shown separately. The total and continent subtotals include all foreign residents.

b. Includes nondisabled and disabled widow(er)s, widowed mothers and fathers, and parents.

Table 5.J11—Number and total monthly benefits for beneficiaries in foreign countries,

December 2007—Continued

Region and country a

Number

Total monthly benefits

(thousands of dollars)

All

beneficiaries

Retired

workers

Disabled

workers Widow(er)s b

Wives and

husbands Children

All

beneficiaries

Retired

workers
5.J OASDI Current-Pay Benefits: Geographic Data

5.110 ♦ Annual Statistical Supplement, 2008

Table 5.J14—Number, average monthly benefit, and median monthly benefit, by state or other area and type of 

disabled beneficiary, December 2007

State or area

All disabled beneficiaries Disabled workers Disabled adult children Disabled widow(er)s

Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars)

All areas 8,118,382 960.40 884.40 7,098,723 1,004.00 926.40 794,677 660.30 654.00 224,982 645.50 611.00

Alabama 211,668 932.80 859.40 186,043 978.00 900.00 18,080 602.80 578.00 7,545 608.80 580.00

Alaska 11,737 963.40 875.00 10,622 994.80 901.00 854 649.60 631.00 261 715.40 705.00

Arizona 143,125 1,005.80 934.00 130,036 1,038.60 967.00 9,754 681.80 681.00 3,335 673.80 636.00

Arkansas 130,110 916.20 858.40 115,806 957.20 896.40 9,923 583.80 562.00 4,381 587.40 563.00

California 675,491 981.20 900.00 593,492 1,022.40 943.40 66,928 679.00 674.00 15,071 695.40 658.00

Colorado 88,431 972.00 896.40 80,205 1,002.60 926.40 6,378 679.20 679.00 1,848 656.20 624.50

Connecticut 81,921 1,000.00 924.00 70,584 1,044.80 970.00 9,732 734.00 744.00 1,605 641.00 599.00

Delaware 25,412 1,020.60 945.00 22,843 1,056.20 982.00 2,020 717.20 723.00 549 648.60 619.00

District of Columbia 12,328 855.00 790.00 10,732 894.20 821.40 1,361 585.40 548.00 235 620.20 612.00

Florida 466,830 969.60 895.40 418,498 1,007.00 930.40 36,231 656.00 647.40 12,101 618.60 586.00

Georgia 242,033 945.20 881.00 212,401 992.20 926.00 21,713 616.00 587.00 7,919 586.20 553.00

Hawaii 22,881 989.80 919.00 19,938 1,035.20 969.00 2,415 677.00 671.00 528 707.60 686.00

Idaho 36,685 947.20 870.40 32,867 980.00 903.00 2,945 660.60 654.00 873 684.20 660.00

Illinois 281,168 981.20 902.40 240,685 1,027.40 948.00 33,001 714.20 722.40 7,482 674.80 643.00

Indiana 178,959 967.60 892.40 155,901 1,006.40 929.40 17,861 716.40 723.00 5,197 672.00 646.00

Iowa 73,818 921.20 850.00 63,349 961.00 888.00 8,707 692.60 691.00 1,762 623.40 611.00

Kansas 65,692 941.20 870.40 57,676 978.00 905.40 6,366 688.60 685.00 1,650 627.40 589.00

Kentucky 198,836 936.60 859.40 174,341 981.80 904.00 17,082 593.40 565.00 7,413 665.40 634.00

Louisiana 145,689 933.40 850.40 121,444 995.00 910.40 18,322 601.60 568.00 5,923 692.80 662.00

Maine 56,646 894.80 830.40 50,499 928.80 859.00 4,848 616.20 607.00 1,299 611.00 568.00

Maryland 111,716 991.60 918.40 98,060 1,033.20 961.00 11,189 697.60 692.00 2,467 675.20 636.00

Massachusetts 188,613 953.20 878.40 166,198 991.20 911.70 18,898 675.20 673.00 3,517 650.00 607.00

Michigan 303,099 1,016.20 928.40 260,390 1,061.80 978.00 34,338 739.80 753.00 8,371 728.00 701.00

Minnesota 113,489 959.40 880.40 99,717 997.60 917.00 11,926 689.60 689.00 1,846 642.60 607.00

Mississippi 129,993 897.00 836.00 112,598 948.40 880.00 12,478 554.00 517.00 4,917 593.00 559.00

Missouri 197,456 940.60 866.40 174,559 979.00 901.40 17,045 657.20 648.00 5,852 617.80 575.00

Montana 25,601 934.40 860.40 22,705 968.60 893.00 2,278 671.00 664.00 618 647.40 596.00

Nebraska 40,203 914.00 846.40 34,922 953.80 884.00 4,410 659.20 651.00 871 606.40 574.00

Nevada 53,086 1,037.00 968.40 49,006 1,064.20 994.00 2,789 721.40 719.40 1,291 693.00 648.40

New Hampshire 40,178 986.00 917.40 36,482 1,017.20 948.00 2,928 694.20 697.70 768 613.40 571.50

New Jersey 188,202 1,050.40 967.00 163,421 1,099.60 1,020.00 20,547 737.00 741.00 4,234 667.20 627.70

New Mexico 56,661 926.40 856.40 50,689 963.40 891.40 4,619 596.80 570.00 1,353 667.60 633.00

New York 503,928 1,004.60 915.40 433,321 1,054.40 968.40 58,338 707.60 715.40 12,269 660.00 628.00

North Carolina 305,284 944.40 890.40 270,824 989.00 931.00 25,313 612.00 585.40 9,147 543.00 504.00

North Dakota 14,332 885.20 812.40 12,060 932.00 859.00 1,983 641.00 628.00 289 606.20 575.00

Ohio 306,402 940.00 859.00 261,096 981.80 897.40 35,810 702.00 709.00 9,496 693.20 669.00

Oklahoma 117,499 939.20 871.40 103,749 979.40 912.00 9,891 636.20 622.00 3,859 636.60 603.00

Oregon 92,712 976.20 898.40 82,612 1,010.00 932.00 7,856 702.40 709.00 2,244 692.20 670.00

Pennsylvania 375,865 970.60 897.40 324,948 1,014.80 942.40 40,606 692.40 699.00 10,311 677.00 651.00

Rhode Island 34,831 935.80 863.40 30,859 972.80 895.00 3,242 659.00 656.20 730 603.40 568.00

South Carolina 159,995 953.40 898.40 140,472 1,002.40 944.40 14,110 616.60 589.00 5,413 560.00 531.00

South Dakota 18,186 882.20 814.00 15,645 926.80 857.40 2,147 614.20 598.00 394 577.40 551.00

Tennessee 226,309 925.60 861.00 198,708 969.60 901.00 19,531 616.80 592.40 8,070 589.80 559.00

Texas 500,548 949.00 878.40 439,494 992.40 920.40 45,106 629.80 606.00 15,948 655.80 623.20

Utah 39,327 960.80 872.00 34,726 995.80 906.00 3,790 697.20 703.50 811 693.00 664.00

Vermont 20,183 909.20 848.00 17,733 946.00 881.00 2,006 651.20 635.00 444 605.20 585.00

Virginia 203,412 967.00 899.40 179,229 1,011.40 943.40 18,184 637.00 620.00 5,999 636.00 602.00

Washington 152,960 986.00 902.00 136,709 1,018.60 932.40 12,847 711.60 722.40 3,404 708.80 678.20

West Virginia 101,006 992.60 910.00 86,803 1,049.00 975.40 10,202 616.60 603.00 4,001 726.60 709.00

Wisconsin 141,085 959.20 883.00 121,775 1,000.80 924.00 16,471 706.00 718.00 2,839 639.20 606.00

Wyoming 11,507 964.40 871.00 10,332 996.00 900.40 929 695.20 685.00 246 660.40 640.00

(Continued)
5.J OASDI Current-Pay Benefits: Geographic Data

Annual Statistical Supplement, 2008 ♦ 5.111

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Outlying areas

American Samoa 1,269 743.40 695.30 1,112 780.00 727.00 108 471.80 447.90 49 511.20 526.40

Guam 1,493 818.40 760.40 1,299 863.40 800.40 148 485.40 416.90 46 618.00 531.20

Northern Mariana Islands 249 602.80 580.00 200 662.00 626.00 41 358.80 299.00 8 374.20 361.50

Puerto Rico 171,528 796.00 756.40 143,784 863.00 804.00 22,658 426.60 386.00 5,086 545.00 520.70

U.S. Virgin Islands 2,057 928.60 860.40 1,672 1,010.80 942.90 323 547.60 535.40 62 694.00 662.20

Foreign countries 18,658 773.00 721.00 12,852 895.20 848.00 5,071 481.60 452.00 735 646.00 619.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

Table 5.J14—Number, average monthly benefit, and median monthly benefit, by state or other area and type of 

disabled beneficiary, December 2007—Continued

State or area

All disabled beneficiaries Disabled workers Disabled adult children Disabled widow(er)s

Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars) Number

Average

monthly

benefit

(dollars)

Median

monthly

benefit

(dollars)
5.K OASDI Current-Pay Benefits: Direct Deposit

5.112 ♦ Annual Statistical Supplement, 2008

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

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

direct deposit status, December 2007

State or area

All beneficiaries Beneficiaries using direct deposit Beneficiaries not using direct deposit

Number

Average monthly

benefit (dollars) Number

Percentage of

all beneficiaries

Average monthly

benefit (dollars) Number

Percentage of all

beneficiaries

Average monthly

benefit (dollars)

All areas 49,864,838 987.00 42,359,380 84.9 1,020.50 7,505,458 15.1 798.10

Alabama 934,770 932.70 735,517 78.7 981.70 199,253 21.3 752.20

Alaska 68,853 936.90 59,320 86.2 966.40 9,533 13.8 753.60

Arizona 959,520 1,016.50 876,792 91.4 1,041.80 82,728 8.6 748.70

Arkansas 588,910 913.10 478,639 81.3 954.50 110,271 18.7 733.20

California 4,571,486 990.80 4,042,187 88.4 1,015.80 529,299 11.6 799.70

Colorado 616,232 986.80 545,614 88.5 1,010.40 70,618 11.5 804.00

Connecticut 592,533 1,096.40 496,390 83.8 1,126.00 96,143 16.2 943.40

Delaware 157,239 1,058.20 139,935 89.0 1,084.30 17,304 11.0 847.50

District of Columbia 71,215 874.90 57,664 81.0 909.40 13,551 19.0 728.00

Florida 3,477,190 999.80 3,172,329 91.2 1,022.50 304,861 8.8 763.70

Georgia 1,305,181 961.60 1,064,879 81.6 1,005.30 240,302 18.4 767.80

Hawaii 207,992 999.50 187,796 90.3 1,019.40 20,196 9.7 813.70

Idaho 240,070 970.50 215,101 89.6 992.30 24,969 10.4 782.10

Illinois 1,921,996 1,030.00 1,651,806 85.9 1,056.90 270,190 14.1 865.80

Indiana 1,097,739 1,035.00 930,614 84.8 1,064.90 167,125 15.2 868.50

Iowa 558,541 996.90 501,807 89.8 1,017.40 56,734 10.2 815.40

Kansas 457,826 1,017.00 401,011 87.6 1,042.70 56,815 12.4 835.60

Kentucky 827,346 915.70 617,145 74.6 971.00 210,201 25.4 753.50

Louisiana 735,263 897.90 566,001 77.0 949.40 169,262 23.0 725.60

Maine 280,342 917.00 234,147 83.5 947.70 46,195 16.5 761.70

Maryland 786,407 1,020.30 670,073 85.2 1,047.10 116,334 14.8 865.80

Massachusetts 1,080,847 1,002.60 901,968 83.5 1,032.30 178,879 16.5 852.90

Michigan 1,802,700 1,060.00 1,553,157 86.2 1,090.50 249,543 13.8 870.20

Minnesota 814,960 1,010.40 719,772 88.3 1,036.30 95,188 11.7 814.80

Mississippi 559,344 890.20 435,700 77.9 941.40 123,644 22.1 710.00

Missouri 1,089,782 972.60 916,513 84.1 1,005.30 173,269 15.9 799.10

Montana 176,539 953.10 154,422 87.5 978.20 22,117 12.5 777.50

Nebraska 295,459 981.90 261,290 88.4 1,005.90 34,169 11.6 798.20

Nevada 362,534 1,018.60 319,719 88.2 1,041.00 42,815 11.8 851.90

New Hampshire 231,819 1,026.20 200,404 86.4 1,053.90 31,415 13.6 849.20

New Jersey 1,388,380 1,106.30 1,186,537 85.5 1,131.90 201,843 14.5 956.20

New Mexico 327,219 915.40 281,097 85.9 954.30 46,122 14.1 678.30

New York 3,097,330 1,043.40 2,600,635 84.0 1,075.50 496,695 16.0 875.50

North Carolina 1,587,350 975.60 1,309,305 82.5 1,019.10 278,045 17.5 770.70

North Dakota 116,418 928.00 100,862 86.6 952.10 15,556 13.4 771.80

Ohio 1,992,152 995.30 1,636,182 82.1 1,027.70 355,970 17.9 846.40

Oklahoma 657,878 949.60 555,101 84.4 985.40 102,777 15.6 756.20

Oregon 643,251 1,014.70 590,701 91.8 1,032.10 52,550 8.2 819.50

Pennsylvania 2,456,196 1,022.90 2,079,438 84.7 1,049.30 376,758 15.3 877.00

Rhode Island 193,783 1,000.30 161,047 83.1 1,034.40 32,736 16.9 832.80

South Carolina 822,377 974.10 674,374 82.0 1,019.90 148,003 18.0 765.70

South Dakota 144,993 924.40 128,369 88.5 947.50 16,624 11.5 745.60

Tennessee 1,139,632 956.30 928,859 81.5 999.70 210,773 18.5 765.00

Texas 3,102,890 949.80 2,589,418 83.5 992.50 513,472 16.5 734.00

Utah 290,128 992.80 262,365 90.4 1,014.10 27,763 9.6 791.70

Vermont 117,296 982.00 99,857 85.1 1,011.80 17,439 14.9 810.90

Virginia 1,180,114 984.20 962,469 81.6 1,023.10 217,645 18.4 812.00

Washington 982,948 1,036.80 899,479 91.5 1,057.00 83,469 8.5 819.60

West Virginia 424,614 954.60 303,399 71.5 1,004.30 121,215 28.5 830.10

Wisconsin 980,454 1,027.00 874,129 89.2 1,048.50 106,325 10.8 850.10

Wyoming 84,022 999.50 73,832 87.9 1,023.70 10,190 12.1 824.20

Outlying areas

Puerto Rico 733,326 656.10 499,887 68.2 725.40 233,439 31.8 507.50

Other a

a. Includes American Samoa, Guam, Northern Mariana Islands, U.S. Virgin Islands, and foreign countries.

531,452 564.20 454,326 85.5 566.60 77,126 14.5 550.30

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.L OASDI Current-Pay Benefits: With Representative Payee

Annual Statistical Supplement, 2008 ♦ 5.113

CONTACT: Shirley Turpin (410) 965-0181 or supplement@ssa.gov.

Table 5.L1—Number of beneficiaries with a representative payee as a percentage of all beneficiaries, by type of 

beneficiary and age, December 2007

Type of beneficiary and age All beneficiaries

Beneficiaries with representative payee

Number

Percentage of

all beneficiaries

Total 49,864,838 5,164,508 10.4

Adult beneficiaries 46,745,315 2,051,505 4.4

Retired workers 31,527,728 441,309 1.4

Under 65 2,744,414 6,108 0.2

65–74 15,379,545 138,374 0.9

75–84 9,779,494 145,871 1.5

85 or older 3,624,275 150,956 4.2

Disabled workers 7,098,723 822,654 11.6

Under 35 435,000 139,448 32.1

35–44 977,116 173,688 17.8

45–54 2,149,779 262,108 12.2

55 or older 3,536,828 247,410 7.0

Wives and husbands 2,584,884 22,968 0.9

Under 65 379,183 2,743 0.7

65–74 1,255,154 9,680 0.8

75–84 805,242 7,504 0.9

85 or older 145,305 3,041 2.1

Widow(er)s a

a. Includes nondisabled widow(er)s, widowed mothers and fathers, and parents.

4,377,830 128,944 2.9

Under 65 598,211 2,538 0.4

65–74 1,195,745 19,980 1.7

75–84 1,539,725 43,657 2.8

85 or older 1,044,149 62,769 6.0

Disabled widow(er)s 224,982 14,473 6.4

Under 55 29,154 2,058 7.1

55–64 195,828 12,415 6.3

Disabled adult children 794,677 616,551 77.6

Under 35 224,211 159,280 71.0

35–44 189,260 142,772 75.4

45–54 198,339 160,139 80.7

55 or older 182,867 154,360 84.4

Students aged 18–19 136,491 4,606 3.4

Children under age 18 3,119,523 3,113,003 99.8

In custody of parent payee 2,785,956 2,781,807 99.9

Not in custody of parent payee 333,567 331,196 99.3

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
5.M OASDI Current-Pay Benefits: International Agreements

5.114 ♦ Annual Statistical Supplement, 2008

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

country and type of benefit, December 1983–2007, selected years

Year and country Total

Retired

workers

Disabled

workers

Wives and

husbands Widow(er)s a Children

Number

1983 1,541 970 97 266 109 99

1984 2,717 1,664 254 435 202 162

1985 7,857 4,773 404 1,730 578 372

1990 27,662 17,432 1,609 5,801 2,078 742

1995 54,806 35,925 2,428 10,974 4,431 1,048

1996 59,455 39,085 2,514 11,917 4,893 1,046

1997 63,842 42,163 2,662 12,583 5,342 1,092

1998 68,748 45,632 2,708 13,376 5,926 1,106

1999 74,933 50,018 2,749 14,421 6,636 1,109

2000 82,404 55,398 2,687 15,806 7,302 1,211

2001 88,770 59,713 2,859 17,013 7,917 1,268

2002 94,350 63,418 2,992 18,032 8,585 1,323

2003 99,728 67,055 2,986 19,171 9,190 1,326

2004 106,096 71,782 2,826 20,308 9,835 1,345

2005 112,910 76,590 2,974 21,554 10,443 1,349

2006 127,978 85,862 2,956 26,495 11,273 1,392

2007 146,199 96,970 2,752 32,484 12,525 1,468

Australia 1,201 866 90 208 20 17

Austria 1,249 919 53 191 54 32

Belgium 752 517 6 147 68 14

Canada 47,193 29,876 1,274 9,725 5,859 459

Chile 98 77 b 17 b b

Finland 271 187 16 52 11 5

France 4,498 3,206 24 824 371 73

Germany 19,926 14,785 521 3,228 1,168 224

Greece 3,371 2,311 147 598 260 55

Ireland 1,846 1,296 25 376 120 29

Italy 9,075 5,792 102 1,770 1,293 118

Japan 22,520 13,012 b 8,669 773 b

Korea 432 307 b 119 6 b

Luxembourg 58 35 7 10 b b

Netherlands 2,676 1,878 6 587 177 28

Norway 3,907 2,546 76 816 432 37

Portugal 2,009 1,308 111 318 238 34

Spain 2,531 1,592 72 516 299 52

Sweden 2,197 1,623 29 422 94 29

Switzerland 4,168 3,006 43 842 229 48

United Kingdom 16,221 11,831 149 3,049 1,046 146

(Continued)
5.M OASDI Current-Pay Benefits: International Agreements

Annual Statistical Supplement, 2008 ♦ 5.115

CONTACT: Karyn Foley (410) 965-9047 or supplement@ssa.gov.

Average monthly benefit (dollars)

1983 62.61 68.77 145.68 24.01 49.27 40.16

1984 79.29 90.32 144.07 25.64 51.61 42.90

1985 73.52 86.52 147.43 32.04 60.94 38.79

1990 108.07 122.87 223.71 44.37 88.01 63.88

1995 134.13 155.20 271.21 51.27 108.60 69.88

1996 138.89 160.65 287.11 52.80 112.45 74.22

1997 143.69 165.94 298.78 54.24 115.62 74.27

1998 146.37 169.15 305.43 55.08 117.87 73.49

1999 151.22 174.94 312.05 56.58 123.64 78.56

2000 157.03 182.39 324.60 59.01 127.96 79.70

2001 162.05 188.04 340.20 60.96 131.50 83.98

2002 165.18 191.74 345.58 62.45 134.02 86.28

2003 168.89 196.31 355.12 64.04 138.42 89.42

2004 173.70 202.10 367.43 66.37 142.91 96.73

2005 180.95 209.68 392.57 69.85 149.14 104.17

2006 188.44 220.28 411.64 78.79 155.37 106.01

2007 193.20 227.54 431.37 84.79 165.36 114.49

Australia 207.73 214.39 444.33 85.57 242.30 69.35

Austria 208.22 237.64 293.88 70.93 165.14 113.50

Belgium 192.58 226.05 543.50 77.86 174.11 100.57

Canada 169.04 196.56 396.18 71.87 145.03 112.61

Chile 202.10 221.85 b 88.94 b b

Finland 196.69 207.10 493.69 79.53 170.45 133.00

France 207.32 243.50 489.98 81.61 175.78 104.51

Germany 223.65 253.74 455.77 73.56 175.04 114.62

Greece 174.63 188.08 413.53 74.71 164.33 105.95

Ireland 209.35 239.50 647.46 83.60 210.29 110.69

Italy 180.43 214.49 529.47 74.37 151.86 110.70

Japan 193.70 246.41 b 110.12 247.16 b

Korea 203.54 239.11 b 110.60 226.57 b

Luxembourg 255.12 270.69 441.86 81.50 b b

Netherlands 186.80 218.39 965.83 79.26 189.81 136.43

Norway 186.70 211.61 432.33 81.97 198.78 137.49

Portugal 194.07 203.04 486.24 75.91 174.75 135.74

Spain 174.56 200.47 426.10 73.09 160.79 119.25

Sweden 170.95 190.68 412.72 77.92 184.76 133.83

Switzerland 181.61 209.16 463.21 75.55 174.70 96.96

United Kingdom 239.19 281.83 510.31 83.40 190.29 110.92

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

a. Includes nondisabled and disabled widow(er)s, mothers and fathers, and parents.

b. Not shown to avoid disclosure of information regarding particular individuals.

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

country and type of benefit, December 1983–2007, selected years—Continued

Year and country Total

Retired

workers

Disabled

workers

Wives and

husbands Widow(er)s a Children

Benefits Awarded

Summary 6.1

Retired Workers 6.12

Disabled Workers 6.21

Dependents and Survivors 6.25

Benefits Withheld 6.40

Benefits Terminated 6.44

Section 6. Old-Age,

Survivors, and

Disability Insurance

6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2008 ♦ 6.1

Table 6.A1—Number, by type of benefit, 1940–2007

Year

All

benefits

Retired

workers

Disabled

workers

Wives and

husbands of— Children of—

Widowed

mothers

and

fathers Widow(er)s Parents

Retired

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Total 207,127,042 86,068,079 23,829,390 19,479,206 3,937,333 7,624,518 22,207,255 16,450,661 4,930,413 22,485,648 114,539

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 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 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

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

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

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

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

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

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

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

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

1975 4,427,138 1,505,750 592,049 350,558 148,741 225,579 591,118 515,216 116,224 377,246 969

1976 4,351,654 1,475,773 551,460 346,623 147,407 236,805 578,905 511,487 113,520 385,373 914

1977 4,610,730 1,593,631 568,874 390,874 151,938 259,447 587,589 518,477 118,821 416,735 870

1978 4,166,571 1,472,786 464,415 346,956 130,161 214,284 566,992 453,382 110,015 403,679 844

1979 4,229,286 1,590,854 416,713 358,163 113,243 247,800 544,549 399,172 110,424 445,555 788

1980 4,214,567 1,612,669 396,559 360,693 108,500 248,658 540,246 385,208 107,809 452,156 724

1981 4,029,827 1,578,990 351,847 338,540 95,575 211,406 535,487 339,654 99,653 477,121 606

1982 3,840,579 1,618,411 297,131 349,967 77,835 182,849 473,396 260,470 86,786 492,451 498

1983 3,755,994 1,669,738 311,549 356,274 80,079 144,945 380,992 226,895 82,464 501,688 431

1984 3,690,103 1,607,370 361,998 342,691 81,834 131,986 351,326 238,252 73,794 499,677 383

1985 3,796,394 1,690,490 377,371 356,558 83,511 128,076 332,531 253,025 72,241 501,673 381

1986 3,853,454 1,734,248 416,865 358,115 82,435 122,652 319,808 258,167 69,340 491,052 344

1987 3,733,853 1,681,716 415,848 333,333 77,316 117,984 310,573 256,742 64,777 475,035 286

1988 3,680,969 1,654,068 409,490 316,929 73,790 116,659 324,346 265,026 62,676 457,574 263

1989 3,646,349 1,656,744 425,582 310,498 69,113 106,491 307,484 261,387 59,525 449,139 281

1990 3,716,924 1,664,754 467,977 308,980 69,667 108,105 303,616 283,586 58,060 451,862 233

1991 3,865,426 1,695,346 536,434 307,000 72,754 107,261 301,459 318,188 57,896 468,788 246

1992 4,050,849 1,707,949 636,637 304,764 78,083 108,686 304,300 381,585 56,402 472,078 298

1993 4,001,201 1,661,281 635,238 290,728 74,605 106,566 311,290 398,598 56,408 466,198 238

1994 3,940,342 1,625,347 631,870 275,025 69,549 102,983 310,051 411,205 54,732 459,340 213

(Continued)
6.A OASDI Benefits Awarded: Summary

6.2 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

1995 3,882,193 1,609,174 645,832 258,740 63,097 101,239 306,044 401,295 51,645 444,899 200

1996 3,793,238 1,581,452 624,335 244,014 57,528 98,655 302,480 397,350 49,150 438,081 177

1997 3,865,966 1,718,623 587,417 268,012 50,818 97,594 297,204 362,548 43,504 440,076 157

1998 3,800,259 1,631,511 608,131 263,668 47,550 96,893 294,851 371,426 42,395 443,669 152

1999 3,917,099 1,690,024 620,488 275,568 46,164 99,826 295,196 378,144 41,756 469,806 118

2000 4,290,080 1,960,649 621,650 341,503 43,941 115,358 297,686 363,632 40,491 505,021 135

2001 4,161,971 1,779,228 691,309 314,547 43,412 110,680 302,445 383,049 41,323 495,848 129

2002 4,335,714 1,812,551 750,003 317,685 45,600 116,186 310,395 419,780 40,829 522,537 139

2003 4,321,778 1,791,316 777,461 305,831 47,183 111,992 305,409 434,953 39,206 508,306 121

2004 4,458,816 1,883,060 795,775 319,430 48,016 115,391 309,472 433,699 40,030 513,839 104

2005 4,672,152 2,000,157 829,687 329,225 50,187 123,494 314,786 469,267 38,248 516,949 152

2006 4,621,110 1,999,019 798,675 328,430 49,521 126,860 321,155 449,020 35,981 512,320 129

2007 4,710,830 2,035,780 804,787 316,782 47,583 126,678 322,326 453,292 33,597 569,862 143

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Benefits not necessarily payable at time of award. Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement 

provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary. From 1966–2006, total 

includes special age-72 beneficiaries.

. . . = not applicable.

a. January–November.

b. Includes December 1958.

Table 6.A1—Number, by type of benefit, 1940–2007—Continued

Year

All

benefits

Retired

workers

Disabled

workers

Wives and

husbands of— Children of—

Widowed

mothers

and

fathers Widow(er)s Parents

Retired

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2008 ♦ 6.3

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

and disabled workers, and nondisabled widows, by type of benefit and sex, selected years 1940–2007

(in dollars)

Year a

Average primary insurance amount

for retired workers (dollars)

Average monthly benefit (dollars)

Retired workers Disabled workers Nondisabled

All Men Women All Men Women All Men Women widows

1940 22.71 23.26 18.38 22.71 23.26 18.38 . . . . . . . . . 20.36

1945 25.11 25.71 19.99 25.11 25.71 19.99 . . . . . . . . . 20.17

1950 (Jan.–Aug.) 29.03 30.16 22.98 29.03 30.16 22.98 . . . . . . . . . 21.65

1950 (Sept.–Dec.) 33.24 35.32 26.85 33.24 35.32 26.85 . . . . . . . . . 36.89

1955 69.74 75.86 56.05 69.74 75.86 56.05 . . . . . . . . . 49.68

1960 83.87 92.03 69.23 81.73 92.03 63.26 91.16 94.02 78.91 62.12

1965 (Jan.–Aug.) 88.57 96.56 74.99 82.69 90.89 68.78 93.26 97.89 80.27 73.81

1965 (Sept.–Dec.) 99.36 108.79 82.34 89.20 99.90 71.26 101.30 106.51 86.75 75.37

1970 133.94 146.99 113.69 123.82 136.80 103.67 139.79 148.39 115.74 106.95

1975 (Jan.–May) 216.56 242.76 176.76 196.42 220.35 160.50 220.60 241.48 175.27 185.34

1975 (June–Dec.) 235.13 264.67 191.56 213.68 241.05 173.31 243.47 266.08 192.13 198.88

1980 (Jan.–May) 353.80 411.70 270.50 321.10 374.00 244.90 352.10 388.80 269.70 277.50

1980 (June–Dec.) 396.30 465.50 301.00 359.80 422.90 272.90 396.50 437.90 301.00 312.80

1981 (Jan.–May) 400.10 467.50 302.60 363.60 424.20 276.00 389.80 431.40 295.00 313.00

1981 (June–Dec.) 438.80 514.50 332.60 400.10 468.00 304.80 425.60 471.30 320.70 346.30

1982 (Jan.–May) 425.60 504.20 315.10 388.40 457.50 291.40 416.90 462.40 312.70 350.80

1982 (June–Dec.) 447.10 532.70 328.50 408.60 483.00 305.50 441.10 489.50 328.00 375.30

1983 (Jan.–Nov.) 448.00 531.60 330.00 408.20 480.30 306.50 432.40 480.30 317.90 385.10

1983 (Dec.) 451.20 546.40 325.50 410.20 491.80 302.50 445.30 496.80 333.20 400.50

1984 (Jan.–Nov.) 457.10 544.40 335.60 414.70 489.40 310.90 443.00 494.00 332.20 406.80

1984 (Dec.) 471.00 565.70 343.00 429.50 511.30 318.90 461.10 516.50 342.90 428.00

1985 (Jan.–Nov.) 475.70 566.20 348.00 432.00 509.60 322.20 459.20 514.00 345.00 431.10

1985 (Dec.) 487.60 588.30 352.00 443.10 530.00 326.10 477.60 535.90 357.20 436.90

1986 (Jan.–Nov.) 500.30 596.90 363.50 453.10 536.00 335.70 471.50 527.60 358.20 452.10

1986 (Dec.) 504.60 611.00 361.70 456.90 548.40 334.00 489.00 546.90 369.60 446.20

1987 (Jan.–Nov.) 516.80 618.90 374.10 466.10 553.60 343.90 487.00 546.80 368.90 462.00

1987 (Dec.) 536.90 648.80 386.80 484.00 580.00 355.20 517.10 583.40 391.80 477.40

1988 (Jan.–Nov.) 540.70 648.60 390.40 487.80 580.30 359.00 517.20 581.90 392.60 488.80

1988 (Dec.) 560.00 679.50 401.20 504.90 607.00 369.20 543.00 612.70 410.00 499.20

1989 (Jan.–Nov.) 572.80 686.90 412.90 516.60 614.80 379.00 539.90 608.00 414.40 512.90

1989 (Dec.) 597.50 724.90 425.90 538.70 647.50 392.10 571.20 645.90 437.50 525.70

1990 (Jan.–Nov.) 609.00 729.70 438.20 550.50 654.60 403.30 566.90 637.80 438.90 541.10

1990 (Dec.) 626.40 761.00 447.30 559.30 672.10 409.30 600.60 676.90 466.60 566.60

1991 (Jan.–Nov.) 642.80 768.90 460.40 583.50 692.30 426.10 593.00 666.90 464.20 573.70

1991 (Dec.) 656.20 793.40 467.40 592.80 709.50 432.10 613.20 689.70 481.50 582.10

1992 (Jan.–Nov.) 671.60 803.10 483.40 608.60 721.90 446.50 601.60 677.00 474.70 596.90

1992 (Dec.) 688.30 829.30 493.80 620.70 740.90 454.90 625.70 706.50 490.30 604.00

1993 (Jan.–Nov.) 697.10 831.50 507.10 630.60 746.20 467.00 621.70 699.80 494.70 620.70

1993 (Dec.) 716.20 861.70 519.00 645.90 769.80 477.90 649.90 735.70 512.30 618.90

1994 (Jan.–Nov.) 722.90 862.90 530.30 651.00 771.30 485.40 647.00 731.30 518.50 637.80

1994 (Dec.) 741.90 892.40 541.50 665.70 794.20 494.50 684.80 776.50 549.00 644.60

1995 (Jan.–Nov.) 744.30 887.00 551.40 671.70 794.30 505.80 675.70 767.30 546.00 662.50

1995 (Dec.) 765.30 917.60 563.60 668.40 818.00 516.70 703.40 798.70 568.70 675.40

1996 (Jan.–Nov.) 769.20 916.80 572.40 693.60 820.50 524.50 693.70 788.90 567.80 683.10

1996 (Dec.) 788.90 950.20 582.90 708.70 846.00 533.30 727.70 832.00 590.00 690.30

1997 (Jan.–Nov.) 787.10 951.70 608.50 723.30 854.30 581.30 718.30 820.40 590.70 700.60

1997 (Dec.) 812.80 982.00 610.40 734.50 876.90 564.40 748.40 851.60 615.10 699.90

1998 (Jan.–Nov.) 819.50 983.10 620.00 744.70 882.10 577.10 737.00 841.50 610.60 716.70

1998 (Dec.) 831.10 1,003.20 628.80 754.20 898.40 584.70 762.00 870.30 633.80 711.00

1999 (Jan.–Nov.) 857.60 1,023.20 649.50 777.10 918.40 599.60 763.90 870.60 636.60 713.30

1999 (Dec.) 875.70 1,043.90 663.70 791.20 934.30 610.70 792.60 904.30 660.60 708.20

2000 (Jan.–Nov.) 904.90 1,069.40 685.40 841.60 990.50 643.00 806.40 917.60 673.20 708.70

2000 (Dec.) 930.00 1,111.00 713.00 842.80 996.50 658.50 846.60 960.20 710.00 715.40

(Continued)
6.A OASDI Benefits Awarded: Summary

6.4 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

2001 (Jan.–Nov.) 953.90 1,134.50 730.80 855.70 1,008.40 667.20 847.00 961.70 711.00 735.80

2001 (Dec.) 982.10 1,168.90 749.90 881.10 1,039.10 684.70 868.40 982.70 734.90 717.10

2002 (Jan.–Nov.) 1,026.30 1,219.00 788.10 914.10 1,076.80 712.90 897.50 1,019.50 753.30 750.50

2002 (Dec.) 1,029.90 1,230.00 788.50 916.90 1,084.50 714.80 906.70 1,028.10 762.50 751.90

2003 (Jan.–Nov.) 1,067.10 1,272.60 824.90 939.70 1,109.40 739.60 935.80 1,061.50 786.90 779.00

2003 (Dec.) 1,083.60 1,297.70 830.40 963.80 1,142.30 752.70 946.80 1,075.80 794.60 780.00

2004 (Jan.–Nov.) 1,072.50 1,277.60 834.20 936.10 1,104.70 740.20 942.60 1,068.40 795.70 768.10

2004 (Dec.) 1,090.70 1,309.70 853.80 961.20 1,136.50 771.50 965.80 1,093.50 819.00 785.90

2005 (Jan.–Nov.) 1,106.10 1,314.10 869.30 960.40 1,130.30 767.00 961.00 1,086.80 815.90 780.50

2005 (Dec.) 1,135.70 1,367.90 899.00 1,011.00 1,189.20 829.40 997.20 1,128.50 846.10 809.40

2006 (Jan.–Nov.) 1,163.30 1,376.70 923.70 1,020.50 1,195.70 823.80 999.00 1,129.00 851.00 818.70

2006 (Dec.) 1,193.60 1,415.30 947.50 1,045.90 1,232.40 838.90 1,020.60 1,148.00 875.60 854.90

2007 (Jan.–Nov.) 1,212.90 1,428.00 972.40 1,069.80 1,249.90 868.30 1,030.50 1,161.90 880.60 861.40

2007 (Dec.) 1,223.60 1,445.40 976.50 1,081.00 1,269.60 870.80 1,045.70 1,174.70 898.20 873.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

. . . = not applicable.

a. Some years are shown in several parts to reflect changes in benefit rates during the year.

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

and disabled workers, and nondisabled widows, by type of benefit and sex, selected years 1940–2007

(in dollars)—Continued

Year a

Average primary insurance amount

for retired workers (dollars)

Average monthly benefit (dollars)

Retired workers Disabled workers Nondisabled

All Men Women All Men Women All Men Women widows
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2008 ♦ 6.5

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

and race, 2007

Age and basis of entitlement

All races a White Black Other

Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars)

Retired workers c

Total 2,189,100 1,099.70 1,796,300 1,138.90 205,200 989.70 184,500 843.80

62–64 1,319,300 978.90 1,101,800 1,006.90 121,200 906.10 95,600 750.90

65–69 832,100 1,297.20 671,000 1,354.10 80,300 1,116.50 79,500 1,001.80

70 or older 37,700 968.90 23,500 1,185.20 3,700 978.00 9,400 451.10

Men

Subtotal 1,174,600 1,277.60 962,000 1,340.80 106,600 1,084.50 104,600 899.50

62–64 673,000 1,149.60 559,200 1,195.90 65,400 982.60 48,100 839.10

65–69 486,100 1,471.30 396,200 1,547.20 40,000 1,259.00 49,100 1,039.30

70 or older 15,500 766.20 6,600 1,223.20 1,200 826.60 7,400 364.50

Women

Subtotal 1,014,500 893.70 834,300 906.10 98,600 887.20 79,900 770.80

62–64 646,300 801.20 542,600 812.00 55,800 816.40 47,500 661.60

65–69 346,000 1,052.60 274,800 1,075.60 40,300 975.00 30,400 941.30

70 or older 22,200 1,110.50 16,900 1,170.40 2,500 1,050.60 2,000 771.30

Disabled workers

Total 867,800 1,060.10 578,400 1,122.60 147,300 974.00 125,900 922.40

Under 30 49,300 640.90 28,200 670.20 8,400 604.40 9,000 600.70

30–39 90,300 846.20 54,300 874.50 17,900 814.50 15,200 836.10

40–49 194,800 978.10 126,400 1,050.60 36,300 862.70 27,400 853.50

50–54 167,900 1,103.90 109,600 1,154.30 30,600 1,062.10 26,400 960.30

55–59 202,000 1,162.90 137,800 1,204.70 33,600 1,102.00 28,400 1,058.40

60 or older 163,500 1,230.50 122,100 1,290.90 20,500 1,120.60 19,500 985.50

Men

Subtotal 465,300 1,193.20 322,700 1,264.90 73,200 1,072.00 61,100 1,016.50

Under 30 28,100 653.60 15,400 686.30 5,300 607.20 5,100 596.50

30–39 45,700 904.60 28,300 927.50 7,900 863.60 8,100 930.50

40–49 101,700 1,076.40 68,800 1,146.60 17,000 966.20 13,200 912.70

50–54 85,000 1,258.50 59,200 1,313.70 15,000 1,158.00 10,400 1,102.60

55–59 109,700 1,337.50 78,100 1,385.20 17,400 1,224.60 13,200 1,222.80

60 or older 95,100 1,391.40 72,900 1,461.40 10,600 1,257.40 11,100 1,069.50

Women

Subtotal 402,500 906.30 255,700 943.00 74,100 877.20 64,800 833.70

Under 30 21,200 624.00 12,800 650.70 3,100 599.50 3,900 606.20

30–39 44,600 786.40 26,000 816.90 10,000 775.70 7,100 728.40

40–49 93,100 870.70 57,600 936.00 19,300 771.60 14,200 798.50

50–54 82,900 945.40 50,400 967.10 15,600 969.80 16,000 867.90

55–59 92,300 955.30 59,700 968.60 16,200 970.30 15,200 915.60

60 or older 68,400 1,006.90 49,200 1,038.30 9,900 974.10 8,400 874.50

Wives

Total 239,000 458.70 185,300 496.00 18,300 390.80 35,100 296.80

Wives of retired workers

Subtotal 196,100 496.00 152,200 538.10 13,900 436.60 29,700 308.00

Entitlement based on care of children 10,900 403.60 6,900 442.00 2,200 350.30 1,800 321.80

Entitlement based on age 185,200 501.40 145,300 542.70 11,700 452.80 27,900 307.10

62–64 125,200 481.40 102,800 508.40 7,100 440.90 15,100 314.80

65–69 50,100 566.30 36,500 643.10 3,300 468.60 10,200 328.00

70 or older 9,900 425.80 6,000 521.00 1,300 477.70 2,600 180.10

Wives of disabled workers

Subtotal 42,900 288.10 33,100 302.30 4,400 246.00 5,400 235.00

Entitlement based on care of children 15,300 222.30 10,400 233.50 2,600 181.70 2,300 217.40

Entitlement based on age 27,600 324.60 22,700 333.90 1,800 338.90 3,100 248.10

(Continued)
6.A OASDI Benefits Awarded: Summary

6.6 ♦ Annual Statistical Supplement, 2008

Husbands

Total 15,100 293.00 9,700 296.90 1,800 381.60 3,600 238.10

Husbands of retired workers 12,200 312.80 8,100 1,385.20 1,300 466.10 2,800 252.60

Husbands of disabled workers 2,900 209.60 1,600 235.60 500 162.00 800 187.40

Children

Total 909,600 471.10 529,200 503.30 182,900 371.40 191,100 484.10

By age

Under age 18 593,800 417.30 329,900 442.70 120,100 317.50 139,700 450.40

Disabled, aged 18 or older 58,000 479.00 37,600 479.20 9,600 381.60 9,800 581.00

Students aged 18–19 257,800 593.10 161,700 632.50 53,200 491.20 41,600 574.20

By basis of entitlement

Children of retired workers 128,800 530.20 90,100 565.00 24,100 467.00 14,400 419.00

Children of deceased workers 336,900 701.50 162,300 801.70 62,200 561.20 110,600 634.40

Children of disabled workers 443,900 279.00 276,800 308.20 96,600 225.40 66,100 246.70

Widowed mothers and fathers

Total 33,400 770.70 19,500 846.60 3,700 558.20 10,200 702.70

By age

Under 30 3,200 620.70 2,100 695.00 500 411.00 600 535.50

30–39 9,000 619.10 4,700 715.50 1,000 410.30 3,300 545.10

40–49 15,500 861.60 8,900 917.90 1,900 655.00 4,700 838.50

50–59 4,900 841.40 3,100 915.90 300 d 1,500 718.70

60 or older 800 881.10 700 967.10 e e 100 d

By basis of entitlement

Widowed mothers 29,300 792.10 16,800 878.40 3,400 563.00 9,100 718.60

Widowed fathers 4,100 617.30 2,700 648.80 300 d 1,100 571.00

Nondisabled widow(er)s

Total 361,500 1,066.40 204,500 1,132.80 22,700 816.40 133,300 1,010.10

By age

60–64 163,400 1,044.20 52,000 1,101.90 8,800 893.40 102,400 1,028.50

65–69 69,200 1,044.40 44,200 1,061.40 6,700 735.80 18,000 1,126.00

70–74 32,600 1,059.90 27,100 1,138.20 2,200 635.90 3,300 700.30

75 or older 96,300 1,121.90 81,200 1,189.60 5,000 868.20 9,600 702.60

By basis of entitlement

Widows 338,000 1,087.50 196,400 1,147.70 20,200 834.70 120,400 1,035.10

Widowers 23,500 762.30 8,100 769.60 2,500 667.80 12,900 776.10

(Continued)

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

and race, 2007—Continued

Age and basis of entitlement

All races a White Black Other

Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars)
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2008 ♦ 6.7

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Disabled widow(er)s

Total 32,100 607.90 7,600 593.00 2,800 464.20 21,500 632.00

By age

50–54 11,800 612.40 2,700 563.90 1,300 501.80 7,800 647.60

55–59 17,200 613.60 4,300 610.80 1,100 423.90 11,800 632.40

60 or older 3,100 559.30 600 596.70 400 d 1,900 566.20

By basis of entitlement

Widows 30,600 614.30 7,200 602.60 2,700 478.20 20,500 636.50

Widowers 1,500 478.40 400 d 100 d 1,000 540.70

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.

Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics 

reported in this publication differ from those reported by the Office of the Chief Actuary.

a. Includes 3,100 persons of unknown race.

b. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

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.

e. Sample size is too small to support statistically reliable estimates.

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

and race, 2007—Continued

Age and basis of entitlement

All races a White Black Other

Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars) Number

Average

monthly

benefit b

(dollars)
6.A OASDI Benefits Awarded: Summary

6.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Table 6.A4—Number and average monthly benefit for retired and disabled workers, by age and sex, 2007

Age

Total Men Women

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

Retired workers

Total b

b. Includes conversions from nondisabled widow(er)’s benefits to higher retired-worker benefits.

2,035,780 1,093.50 1,074,558 1,278.10 961,222 887.20

62–64 1,259,545 971.60 635,657 1,146.30 623,888 793.70

62 912,888 927.60 455,350 1,096.50 457,538 759.50

63 150,390 1,051.80 80,002 1,223.00 70,388 857.20

64 196,267 1,114.90 100,305 1,310.80 95,962 910.20

65–69 748,544 1,302.80 429,314 1,485.50 319,230 1,057.20

65 691,784 1,313.10 402,552 1,500.90 289,232 1,051.60

Disability conversions 241,357 1,112.60 133,944 1,310.70 107,413 865.60

New entitlements 450,427 1,420.50 268,608 1,595.80 181,819 1,161.50

66 23,453 1,236.90 13,101 1,356.40 10,352 1,085.60

67 13,602 1,164.70 6,428 1,237.80 7,174 1,099.20

68 9,638 1,091.60 3,815 1,088.30 5,823 1,093.80

69 10,067 1,142.40 3,418 1,071.80 6,649 1,178.70

70–74 22,892 1,055.10 7,119 819.80 15,773 1,161.30

75 or older 4,799 625.50 2,468 482.10 2,331 777.30

Disabled workers

Total 804,787 1,053.50 428,836 1,187.50 375,951 900.70

Under 25 33,960 549.90 19,812 561.30 14,148 533.90

25–29 29,348 759.90 15,321 786.00 14,027 731.40

30–34 36,927 845.70 18,244 889.00 18,683 803.40

35–39 55,246 902.30 27,519 971.60 27,727 833.50

40–44 83,055 957.70 41,387 1,054.30 41,668 861.70

45–49 109,034 1,033.50 55,059 1,158.30 53,975 906.30

50–54 151,565 1,095.30 78,533 1,244.90 73,032 934.40

50 35,559 1,050.30 18,275 1,193.60 17,284 898.70

51 28,539 1,083.70 14,574 1,230.40 13,965 930.60

52 28,788 1,098.50 14,923 1,245.50 13,865 940.20

53 28,967 1,116.90 15,097 1,269.80 13,870 950.30

54 29,712 1,136.10 15,664 1,293.60 14,048 960.50

55–59 184,415 1,182.40 101,607 1,353.80 82,808 972.20

55 41,170 1,151.70 22,645 1,310.10 18,525 958.10

56 34,840 1,169.60 18,853 1,335.90 15,987 973.50

57 35,306 1,184.10 19,395 1,356.30 15,911 974.20

58 36,237 1,194.40 19,974 1,371.50 16,263 977.00

59 36,862 1,215.40 20,740 1,398.30 16,122 980.10

60–65 121,237 1,233.00 71,354 1,406.70 49,883 984.50

60 37,494 1,239.00 21,669 1,418.40 15,825 993.30

61 28,525 1,232.20 16,636 1,409.50 11,889 984.10

62 23,903 1,236.00 14,007 1,414.80 9,896 982.90

63 17,121 1,231.10 10,277 1,398.70 6,844 979.50

64 10,739 1,222.00 6,571 1,378.90 4,168 974.70

65 3,455 1,197.10 2,194 1,339.80 1,261 948.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2008 ♦ 6.9

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

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

age, and sex, 2007

Age

Total Men Women

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

Retired workers

Total 1,512,485 1,029.20 778,100 1,210.00 734,385 837.70

62 912,888 927.60 455,350 1,096.50 457,538 759.50

63 150,390 1,051.80 80,002 1,223.00 70,388 857.20

64 196,077 1,114.80 100,182 1,310.80 95,895 910.10

65 253,095 1,316.10 142,562 1,494.10 110,533 1,086.50

Disability conversions 20,780 1,185.30 12,277 1,366.20 8,503 924.10

New entitlements 232,315 1,327.80 130,285 1,506.20 102,030 1,100.00

66 or older 35 866.10 4 1,362.60 31 802.10

Disabled workers

Total 33,945 1,190.90 20,289 1,362.10 13,656 936.60

62 14,410 1,193.70 8,270 1,383.80 6,140 937.60

63 10,566 1,195.40 6,450 1,361.20 4,116 935.50

64 6,948 1,173.20 4,278 1,326.80 2,670 927.00

65 2,021 1,209.30 1,291 1,344.80 730 969.50

Wives and husbands

Total 274,795 378.70 7,228 281.20 267,567 381.30

By basis of entitlement

Wives and husbands of retired workers 246,145 386.00 6,150 288.90 239,995 388.40

Wives and husbands of disabled workers 28,650 315.90 1,078 237.10 27,572 318.90

By sex

Wives 267,567 381.30 . . . . . . 267,567 381.30

62 145,419 356.10 . . . . . . 145,419 356.10

63 37,281 354.70 . . . . . . 37,281 354.70

64 52,754 430.20 . . . . . . 52,754 430.20

65 29,942 432.20 . . . . . . 29,942 432.20

66 353 642.80 . . . . . . 353 642.80

67 or older 1,818 631.40 . . . . . . 1,818 631.40

Husbands 7,228 281.20 7,228 281.20 . . . . . .

Nondisabled widow(er)s

Total 189,486 930.40 14,171 763.40 175,315 943.90

Nondisabled widows 183,976 980.40 . . . . . . 183,976 980.40

60 72,862 1,024.10 . . . . . . 72,862 1,024.10

61 21,695 1,043.20 . . . . . . 21,695 1,043.20

62 20,064 995.20 . . . . . . 20,064 995.20

63 16,747 969.20 . . . . . . 16,747 969.20

64 21,940 1,030.70 . . . . . . 21,940 1,030.70

65 27,124 837.60 . . . . . . 27,124 837.60

66 275 548.10 . . . . . . 275 548.10

67–69 659 457.50 . . . . . . 659 457.50

70 or older 2,610 435.20 . . . . . . 2,610 435.20

Nondisabled widowers 15,304 794.10 15,304 794.10 . . . . . .

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.

. . . = not applicable.
6.A OASDI Benefits Awarded: Summary

6.10 ♦ Annual Statistical Supplement, 2008

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

by state or other area, 2007

State or area

Retired workers Disabled workers

Number Percent

Average

monthly

benefit a

(dollars) Number Percent

Average

monthly

benefit a

(dollars)

All areas 2,035,780 100.0 1,093.50 804,787 100.0 1,053.50

Alabama 33,552 1.6 1,071.30 19,393 2.4 1,036.50

Alaska 3,833 0.2 1,050.20 1,332 0.2 1,070.10

Arizona 40,723 2.0 1,114.90 12,827 1.6 1,090.80

Arkansas 21,712 1.1 1,035.40 14,059 1.7 1,011.40

California 201,775 9.9 1,078.30 71,527 8.9 992.30

Colorado 28,433 1.4 1,079.70 9,631 1.2 1,081.60

Connecticut 24,765 1.2 1,211.80 8,720 1.1 1,126.10

Delaware 6,551 0.3 1,191.40 2,724 0.3 1,109.00

District of Columbia 3,025 0.1 1,017.10 1,560 0.2 932.80

Florida 140,901 6.9 1,064.90 43,788 5.4 1,055.00

Georgia 58,942 2.9 1,081.70 22,033 2.7 1,060.60

Hawaii 9,845 0.5 1,100.00 2,354 0.3 1,086.90

Idaho 10,209 0.5 1,055.90 3,647 0.5 1,013.90

Illinois 78,690 3.9 1,124.70 28,098 3.5 1,090.50

Indiana 44,619 2.2 1,161.10 18,235 2.3 1,090.40

Iowa 21,355 1.0 1,102.60 6,035 0.7 1,034.20

Kansas 17,776 0.9 1,127.90 6,276 0.8 1,059.80

Kentucky 29,156 1.4 1,032.60 17,488 2.2 1,021.90

Louisiana 25,110 1.2 1,005.90 14,558 1.8 995.00

Maine 10,635 0.5 1,012.90 5,351 0.7 982.00

Maryland 35,529 1.7 1,151.40 12,234 1.5 1,089.30

Massachusetts 40,529 2.0 1,127.30 19,134 2.4 1,052.80

Michigan 74,722 3.7 1,204.20 30,191 3.8 1,116.50

Minnesota 34,415 1.7 1,159.60 11,827 1.5 1,084.00

Mississippi 19,884 1.0 1,025.40 10,750 1.3 1,013.00

Missouri 42,192 2.1 1,079.50 18,195 2.3 1,046.90

Montana 7,720 0.4 1,026.90 2,495 0.3 1,003.60

Nebraska 11,488 0.6 1,085.50 3,689 0.5 1,056.80

Nevada 18,045 0.9 1,074.30 6,039 0.8 1,108.60

New Hampshire 9,997 0.5 1,156.90 4,734 0.6 1,061.20

New Jersey 59,318 2.9 1,225.70 19,669 2.4 1,185.00

New Mexico 13,255 0.7 1,018.60 5,806 0.7 990.00

New York 125,193 6.1 1,155.00 51,814 6.4 1,108.80

North Carolina 66,301 3.3 1,090.40 27,138 3.4 1,064.50

North Dakota 4,636 0.2 1,022.20 1,313 0.2 1,007.40

Ohio 76,465 3.8 1,101.50 28,535 3.5 1,048.90

Oklahoma 25,002 1.2 1,049.00 13,896 1.7 1,000.30

Oregon 28,214 1.4 1,090.00 9,244 1.1 1,069.60

Pennsylvania 90,381 4.4 1,144.00 38,326 4.8 1,050.60

Rhode Island 7,347 0.4 1,116.40 3,409 0.4 1,024.20

South Carolina 34,945 1.7 1,085.90 13,718 1.7 1,071.40

South Dakota 5,697 0.3 1,020.60 1,550 0.2 1,001.70

Tennessee 45,470 2.2 1,086.10 20,998 2.6 1,046.60

Texas 126,916 6.2 1,054.80 60,549 7.5 1,019.70

Utah 11,927 0.6 1,107.30 4,880 0.6 1,044.90

(Continued)
6.A OASDI Benefits Awarded: Summary

Annual Statistical Supplement, 2008 ♦ 6.11

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

Vermont 5,044 0.2 1,096.70 2,192 0.3 994.40

Virginia 50,773 2.5 1,121.00 18,398 2.3 1,066.30

Washington 43,874 2.2 1,146.90 16,839 2.1 1,086.00

West Virginia 13,437 0.7 1,073.00 8,880 1.1 1,058.30

Wisconsin 40,630 2.0 1,146.30 13,935 1.7 1,089.80

Wyoming 3,772 0.2 1,100.50 1,201 0.1 1,046.10

Outlying areas

Puerto Rico 24,348 1.2 723.60 12,141 1.5 917.40

Other b 26,707 1.3 507.20 1,432 0.2 821.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

b. Includes American Samoa, Guam, Northern Mariana Islands, U.S. Virgin Islands, and foreign countries.

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

by state or other area, 2007—Continued

State or area

Retired workers Disabled workers

Number Percent

Average

monthly

benefit a

(dollars) Number Percent

Average

monthly

benefit a

(dollars)
6.B OASDI Benefits Awarded: Retired Workers

6.12 ♦ Annual Statistical Supplement, 2008

CONTACT: Diane Wallace (410) 965-0165 or supplement@ssa.gov.

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

average monthly benefit, and number of months benefits withheld due to earnings, by sex and age, 2007

Age

All initial

awards a

a. Includes 8,600 awards for which benefits were withheld for reasons other than earnings.

Benefits received for all

entitlement months b

b. Months of entitlements begin with the month of award and end either in December 2007 or the month before the retired-worker benefit is terminated.

Benefits withheld due to earnings for–

All entitlement

months

One-half or more of

entitlement months

Less than one-half of

entitlement months

Number

All beneficiaries

Total 1,109,400 1,025,000 12,700 42,100 21,000

62 806,300 760,000 8,400 23,200 9,500

63 138,700 125,100 1,700 6,700 3,800

64 164,400 139,900 2,600 12,200 7,700

Men

Subtotal 562,600 518,300 7,900 21,100 10,100

62 402,300 377,600 5,200 11,700 5,000

63 74,200 67,400 1,000 3,200 1,500

64 86,100 73,300 1,700 6,200 3,600

Women

Subtotal 546,800 506,700 4,800 21,000 10,900

62 404,000 382,400 3,200 11,500 4,500

63 64,500 57,700 700 3,500 2,300

64 78,300 66,600 900 6,000 4,100

Average primary insurance amount c (dollars)

c. Amount for December 2007 or the amount for the latest month of entitlement multiplied by the December benefit increase.

All beneficiaries

Total 1,226.00 1,222.60 1,279.80 1,323.50 1,252.80

62 1,213.90 1,212.90 1,295.50 1,284.00 1,181.00

63 1,266.70 1,265.30 1,272.70 1,334.50 1,270.00

64 1,250.90 1,237.20 1,233.60 1,392.50 1,332.80

Men

Subtotal 1,465.00 1,465.20 1,458.90 1,531.80 1,477.40

62 1,457.50 1,458.30 1,488.70 1,506.20 1,381.40

63 1,498.70 1,498.60 1,569.10 1,574.90 1,578.90

64 1,470.90 1,470.10 1,302.80 1,557.80 1,568.60

Women

Subtotal 980.10 974.50 985.00 1,114.20 1,044.60

62 971.40 970.60 981.60 1,057.90 958.40

63 999.80 992.70 849.20 1,114.70 1,068.50

64 1,008.90 981.00 1,102.80 1,221.70 1,125.80

Average monthly benefit c

 (dollars)

All beneficiaries

Total 986.60 981.70 1,040.90 1,090.10 1,050.50

62 940.30 939.70 1,001.10 986.20 906.60

63 1,057.90 1,057.90 1,052.70 1,111.70 1,042.20

64 1,153.80 1,141.50 1,161.70 1,275.90 1,232.20

Men

Subtotal 1,155.60 1,152.60 1,162.50 1,250.50 1,225.60

62 1,104.30 1,104.70 1,126.10 1,144.00 1,055.80

63 1,230.50 1,230.40 1,285.90 1,305.10 1,288.20

64 1,330.80 1,327.40 1,201.20 1,423.10 1,435.30

Women

Subtotal 812.80 806.90 840.70 929.00 888.30

62 777.00 776.80 797.80 825.60 740.80

63 859.40 856.40 719.60 934.80 881.80

64 959.20 936.90 1,087.30 1,123.90 1,053.90

SOURCE: Social Security Administration, Master Beneficiary Record, 1 percent sample.

NOTES: Excludes persons whose benefits were converted from disabled worker to retired worker in 2007. Includes conversions from nondisabled widow(er)’s benefits to 

higher retired-worker benefits.
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2008 ♦ 6.13

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

by sex and monthly benefit, 2007

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All retired workers 2,035,780 100.0 523,295 100.0 1,512,485 100.0

Less than 500.00 238,541 11.7 46,567 8.9 191,974 12.7

500.00–549.90 59,099 2.9 7,716 1.5 51,383 3.4

550.00–599.90 64,272 3.2 10,052 1.9 54,220 3.6

600.00–649.90 71,259 3.5 12,393 2.4 58,866 3.9

650.00–699.90 78,396 3.9 14,235 2.7 64,161 4.2

700.00–749.90 80,849 4.0 14,989 2.9 65,860 4.4

750.00–799.90 77,113 3.8 15,143 2.9 61,970 4.1

800.00–849.90 67,593 3.3 15,000 2.9 52,593 3.5

850.00–899.90 66,904 3.3 15,233 2.9 51,671 3.4

900.00–949.90 66,259 3.3 15,557 3.0 50,702 3.4

950.00–999.90 64,323 3.2 15,538 3.0 48,785 3.2

1,000.00–1,049.90 62,874 3.1 15,234 2.9 47,640 3.1

1,050.00–1,099.90 61,860 3.0 15,472 3.0 46,388 3.1

1,100.00–1,149.90 60,059 3.0 15,002 2.9 45,057 3.0

1,150.00–1,199.90 58,243 2.9 14,800 2.8 43,443 2.9

1,200.00–1,249.90 56,215 2.8 14,444 2.8 41,771 2.8

1,250.00–1,299.90 55,366 2.7 14,056 2.7 41,310 2.7

1,300.00–1,349.90 68,837 3.4 13,701 2.6 55,136 3.6

1,350.00–1,399.90 75,397 3.7 13,430 2.6 61,967 4.1

1,400.00–1,449.90 72,073 3.5 12,989 2.5 59,084 3.9

1,450.00–1,499.90 68,389 3.4 13,818 2.6 54,571 3.6

1,500.00–1,549.90 65,093 3.2 14,083 2.7 51,010 3.4

1,550.00–1,599.90 56,897 2.8 13,153 2.5 43,744 2.9

1,600.00–1,649.90 44,389 2.2 12,274 2.3 32,115 2.1

1,650.00–1,699.90 34,782 1.7 11,946 2.3 22,836 1.5

1,700.00–1,749.90 33,236 1.6 11,405 2.2 21,831 1.4

1,750.00–1,799.90 35,359 1.7 15,466 3.0 19,893 1.3

1,800.00–1,849.90 30,926 1.5 14,295 2.7 16,631 1.1

1,850.00–1,899.90 27,432 1.3 13,217 2.5 14,215 0.9

1,900.00–1,949.90 24,625 1.2 12,677 2.4 11,948 0.8

1,950.00–1,999.90 21,784 1.1 11,837 2.3 9,947 0.7

2,000.00 or more 87,336 4.3 67,573 12.9 19,763 1.3

Average benefit (dollars) 1,093.50 1,279.40 1,029.20

(Continued)
6.B OASDI Benefits Awarded: Retired Workers

6.14 ♦ Annual Statistical Supplement, 2008

Men 1,074,558 100.0 296,458 100.0 778,100 100.0

Less than 500.00 90,557 8.4 21,847 7.4 68,710 8.8

500.00–549.90 17,261 1.6 2,621 0.9 14,640 1.9

550.00–599.90 18,271 1.7 2,998 1.0 15,273 2.0

600.00–649.90 19,732 1.8 3,603 1.2 16,129 2.1

650.00–699.90 20,573 1.9 4,377 1.5 16,196 2.1

700.00–749.90 21,473 2.0 4,926 1.7 16,547 2.1

750.00–799.90 22,059 2.1 4,995 1.7 17,064 2.2

800.00–849.90 22,538 2.1 5,229 1.8 17,309 2.2

850.00–899.90 23,908 2.2 5,412 1.8 18,496 2.4

900.00–949.90 25,458 2.4 5,748 1.9 19,710 2.5

950.00–999.90 26,434 2.5 6,046 2.0 20,388 2.6

1,000.00–1,049.90 27,875 2.6 6,106 2.1 21,769 2.8

1,050.00–1,099.90 29,002 2.7 6,497 2.2 22,505 2.9

1,100.00–1,149.90 30,200 2.8 6,787 2.3 23,413 3.0

1,150.00–1,199.90 30,939 2.9 6,938 2.3 24,001 3.1

1,200.00–1,249.90 31,824 3.0 7,186 2.4 24,638 3.2

1,250.00–1,299.90 32,642 3.0 7,256 2.4 25,386 3.3

1,300.00–1,349.90 44,444 4.1 7,324 2.5 37,120 4.8

1,350.00–1,399.90 52,231 4.9 7,516 2.5 44,715 5.7

1,400.00–1,449.90 52,957 4.9 7,687 2.6 45,270 5.8

1,450.00–1,499.90 52,156 4.9 8,657 2.9 43,499 5.6

1,500.00–1,549.90 51,626 4.8 9,390 3.2 42,236 5.4

1,550.00–1,599.90 46,280 4.3 9,052 3.1 37,228 4.8

1,600.00–1,649.90 35,804 3.3 8,618 2.9 27,186 3.5

1,650.00–1,699.90 27,262 2.5 8,531 2.9 18,731 2.4

1,700.00–1,749.90 26,427 2.5 8,455 2.9 17,972 2.3

1,750.00–1,799.90 27,946 2.6 11,342 3.8 16,604 2.1

1,800.00–1,849.90 25,068 2.3 10,702 3.6 14,366 1.8

1,850.00–1,899.90 22,634 2.1 10,205 3.4 12,429 1.6

1,900.00–1,949.90 20,717 1.9 9,982 3.4 10,735 1.4

1,950.00–1,999.90 18,732 1.7 9,645 3.3 9,087 1.2

2,000.00 or more 79,528 7.4 60,780 20.5 18,748 2.4

Average benefit (dollars) 1,278.10 1,456.90 1,210.00

(Continued)

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

by sex and monthly benefit, 2007—Continued

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2008 ♦ 6.15

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Women 961,222 100.0 226,837 100.0 734,385 100.0

Less than 500.00 147,984 15.4 24,720 10.9 123,264 16.8

500.00–549.90 41,838 4.4 5,095 2.2 36,743 5.0

550.00–599.90 46,001 4.8 7,054 3.1 38,947 5.3

600.00–649.90 51,527 5.4 8,790 3.9 42,737 5.8

650.00–699.90 57,823 6.0 9,858 4.3 47,965 6.5

700.00–749.90 59,376 6.2 10,063 4.4 49,313 6.7

750.00–799.90 55,054 5.7 10,148 4.5 44,906 6.1

800.00–849.90 45,055 4.7 9,771 4.3 35,284 4.8

850.00–899.90 42,996 4.5 9,821 4.3 33,175 4.5

900.00–949.90 40,801 4.2 9,809 4.3 30,992 4.2

950.00–999.90 37,889 3.9 9,492 4.2 28,397 3.9

1,000.00–1,049.90 34,999 3.6 9,128 4.0 25,871 3.5

1,050.00–1,099.90 32,858 3.4 8,975 4.0 23,883 3.3

1,100.00–1,149.90 29,859 3.1 8,215 3.6 21,644 2.9

1,150.00–1,199.90 27,304 2.8 7,862 3.5 19,442 2.6

1,200.00–1,249.90 24,391 2.5 7,258 3.2 17,133 2.3

1,250.00–1,299.90 22,724 2.4 6,800 3.0 15,924 2.2

1,300.00–1,349.90 24,393 2.5 6,377 2.8 18,016 2.5

1,350.00–1,399.90 23,166 2.4 5,914 2.6 17,252 2.3

1,400.00–1,449.90 19,116 2.0 5,302 2.3 13,814 1.9

1,450.00–1,499.90 16,233 1.7 5,161 2.3 11,072 1.5

1,500.00–1,549.90 13,467 1.4 4,693 2.1 8,774 1.2

1,550.00–1,599.90 10,617 1.1 4,101 1.8 6,516 0.9

1,600.00–1,649.90 8,585 0.9 3,656 1.6 4,929 0.7

1,650.00–1,699.90 7,520 0.8 3,415 1.5 4,105 0.6

1,700.00–1,749.90 6,809 0.7 2,950 1.3 3,859 0.5

1,750.00–1,799.90 7,413 0.8 4,124 1.8 3,289 0.4

1,800.00–1,849.90 5,858 0.6 3,593 1.6 2,265 0.3

1,850.00–1,899.90 4,798 0.5 3,012 1.3 1,786 0.2

1,900.00–1,949.90 3,908 0.4 2,695 1.2 1213 0.2

1,950.00–1,999.90 3,052 0.3 2,192 1.0 860 0.1

2,000.00 or more 7,808 0.8 6,793 3.0 1015 0.1

Average benefit (dollars) 887.20 1,047.30 837.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Benefits awarded before the December cost-of-living increase are converted to the December rates before percentages are computed.

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

by sex and monthly benefit, 2007—Continued

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.B OASDI Benefits Awarded: Retired Workers

6.16 ♦ Annual Statistical Supplement, 2008

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

by sex and primary insurance amount, 2007

Sex and primary insurance amount (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All retired workers 2,035,780 100.0 523,295 100.0 1,512,485 100.0

Less than 500.00 206,254 10.1 49,905 9.5 156,349 10.3

500.00–549.90 30,240 1.5 8,200 1.6 22,040 1.5

550.00–599.90 32,659 1.6 10,932 2.1 21,727 1.4

600.00–649.90 52,402 2.6 14,181 2.7 38,221 2.5

650.00–699.90 68,301 3.4 15,693 3.0 52,608 3.5

700.00–749.90 66,297 3.3 16,056 3.1 50,241 3.3

750.00–799.90 64,326 3.2 16,023 3.1 48,303 3.2

800.00–849.90 62,873 3.1 15,803 3.0 47,070 3.1

850.00–899.90 61,607 3.0 15,919 3.0 45,688 3.0

900.00–949.90 60,453 3.0 15,868 3.0 44,585 2.9

950.00–999.90 59,786 2.9 15,710 3.0 44,076 2.9

1,000.00–1,049.90 57,622 2.8 15,299 2.9 42,323 2.8

1,050.00–1,099.90 57,085 2.8 15,171 2.9 41,914 2.8

1,100.00–1,149.90 56,032 2.8 14,708 2.8 41,324 2.7

1,150.00–1,199.90 54,922 2.7 14,512 2.8 40,410 2.7

1,200.00–1,249.90 53,466 2.6 13,948 2.7 39,518 2.6

1,250.00–1,299.90 52,081 2.6 13,380 2.6 38,701 2.6

1,300.00–1,349.90 50,799 2.5 12,975 2.5 37,824 2.5

1,350.00–1,399.90 50,071 2.5 12,706 2.4 37,365 2.5

1,400.00–1,449.90 48,508 2.4 12,336 2.4 36,172 2.4

1,450.00–1,499.90 48,376 2.4 13,096 2.5 35,280 2.3

1,500.00–1,549.90 47,669 2.3 13,387 2.6 34,282 2.3

1,550.00–1,599.90 45,894 2.3 12,492 2.4 33,402 2.2

1,600.00–1,649.90 44,782 2.2 11,912 2.3 32,870 2.2

1,650.00–1,699.90 43,264 2.1 11,612 2.2 31,652 2.1

1,700.00–1,749.90 47,613 2.3 11,288 2.2 36,325 2.4

1,750.00–1,799.90 77,600 3.8 15,777 3.0 61,823 4.1

1,800.00–1,849.90 72,268 3.5 14,484 2.8 57,784 3.8

1,850.00–1,899.90 65,616 3.2 13,244 2.5 52,372 3.5

1,900.00–1,949.90 60,063 3.0 12,723 2.4 47,340 3.1

1,950.00–1,999.90 54,320 2.7 11,846 2.3 42,474 2.8

2,000.00 or more 182,531 9.0 62,109 11.9 120,422 8.0

Average primary insurance amount (dollars) 1,239.70 1,250.60 1,235.90

(Continued)
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2008 ♦ 6.17

Men 1,074,558 100.0 296,458 100.0 778,100 100.0

Less than 500.00 73,595 6.8 22,520 7.6 51,075 6.6

500.00–549.90 8,945 0.8 2,617 0.9 6,328 0.8

550.00–599.90 9,194 0.9 3,133 1.1 6,061 0.8

600.00–649.90 13,772 1.3 3,994 1.3 9,778 1.3

650.00–699.90 17,743 1.7 4,539 1.5 13,204 1.7

700.00–749.90 17,803 1.7 4,891 1.6 12,912 1.7

750.00–799.90 17,771 1.7 4,994 1.7 12,777 1.6

800.00–849.90 18,176 1.7 5,230 1.8 12,946 1.7

850.00–899.90 18,453 1.7 5,385 1.8 13,068 1.7

900.00–949.90 19,095 1.8 5,698 1.9 13,397 1.7

950.00–999.90 19,842 1.8 6,041 2.0 13,801 1.8

1.000.00–1,049.90 20,361 1.9 6,141 2.1 14,220 1.8

1,050.00–1,099.90 21,408 2.0 6,451 2.2 14,957 1.9

1,100.00–1,149.90 22,272 2.1 6,708 2.3 15,564 2.0

1,150.00–1,199.90 23,677 2.2 6,996 2.4 16,681 2.1

1,200.00–1,249.90 24,555 2.3 7,191 2.4 17,364 2.2

1,250.00–1,299.90 25,653 2.4 7,219 2.4 18,434 2.4

1,300.00–1,349.90 26,420 2.5 7,309 2.5 19,111 2.5

1,350.00–1,399.90 27,525 2.6 7,538 2.5 19,987 2.6

1,400.00–1,449.90 28,030 2.6 7,765 2.6 20,265 2.6

1,450.00–1,499.90 29,578 2.8 8,714 2.9 20,864 2.7

1,500.00–1,549.90 30,507 2.8 9,415 3.2 21,092 2.7

1,550.00–1,599.90 30,508 2.8 9,004 3.0 21,504 2.8

1,600.00–1,649.90 30,692 2.9 8,679 2.9 22,013 2.8

1,650.00–1,699.90 30,430 2.8 8,610 2.9 21,820 2.8

1,700.00–1,749.90 34,697 3.2 8,574 2.9 26,123 3.4

1,750.00–1,799.90 57,890 5.4 11,774 4.0 46,116 5.9

1,800.00–1,849.90 56,142 5.2 11,085 3.7 45,057 5.8

1,850.00–1,899.90 53,077 4.9 10,463 3.5 42,614 5.5

1,900.00–1,949.90 50,492 4.7 10,321 3.5 40,171 5.2

1,950.00–1,999.90 46,895 4.4 9,973 3.4 36,922 4.7

2,000.00 or more 169,360 15.8 57,486 19.4 111,874 14.4

Average primary insurance amount (dollars) 1,459.90 1,442.80 1,466.40

(Continued)

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

by sex and primary insurance amount, 2007—Continued

Sex and primary insurance amount (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.B OASDI Benefits Awarded: Retired Workers

6.18 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Women 961,222 100.0 226,837 100.0 734,385 100.0

Less than 500.00 132,659 13.8 27,385 12.1 105,274 14.3

500.00–549.90 21,295 2.2 5,583 2.5 15,712 2.1

550.00–599.90 23,465 2.4 7,799 3.4 15,666 2.1

600.00–649.90 38,630 4.0 10,187 4.5 28,443 3.9

650.00–699.90 50,558 5.3 11,154 4.9 39,404 5.4

700.00–749.90 48,494 5.0 11,165 4.9 37,329 5.1

750.00–799.90 46,555 4.8 11,029 4.9 35,526 4.8

800.00–849.90 44,697 4.7 10,573 4.7 34,124 4.6

850.00–899.90 43,154 4.5 10,534 4.6 32,620 4.4

900.00–949.90 41,358 4.3 10,170 4.5 31,188 4.2

950.00–999.90 39,944 4.2 9,669 4.3 30,275 4.1

1,000.00–1,049.90 37,261 3.9 9,158 4.0 28,103 3.8

1,050.00–1,099.90 35,677 3.7 8,720 3.8 26,957 3.7

1,100.00–1,149.90 33,760 3.5 8,000 3.5 25,760 3.5

1,150.00–1,199.90 31,245 3.3 7,516 3.3 23,729 3.2

1,200.00–1,249.90 28,911 3.0 6,757 3.0 22,154 3.0

1,250.00–1,299.90 26,428 2.7 6,161 2.7 20,267 2.8

1,300.00–1,349.90 24,379 2.5 5,666 2.5 18,713 2.5

1,350.00–1,399.90 22,546 2.3 5,168 2.3 17,378 2.4

1,400.00–1,449.90 20,478 2.1 4,571 2.0 15,907 2.2

1,450.00–1,499.90 18,798 2.0 4,382 1.9 14,416 2.0

1,500.00–1,549.90 17,162 1.8 3,972 1.8 13,190 1.8

1,550.00–1,599.90 15,386 1.6 3,488 1.5 11,898 1.6

1,600.00–1,649.90 14,090 1.5 3,233 1.4 10,857 1.5

1,650.00–1,699.90 12,834 1.3 3,002 1.3 9,832 1.3

1,700.00–1,749.90 12,916 1.3 2,714 1.2 10,202 1.4

1,750.00–1,799.90 19,710 2.1 4,003 1.8 15,707 2.1

1,800.00–1,849.90 16,126 1.7 3,399 1.5 12,727 1.7

1,850.00–1,899.90 12,539 1.3 2,781 1.2 9,758 1.3

1,900.00–1,949.90 9,571 1.0 2,402 1.1 7,169 1.0

1,950.00–1,999.90 7,425 0.8 1,873 0.8 5,552 0.8

2,000.00 or more 13,171 1.4 4,623 2.0 8,548 1.2

Average primary insurance amount (dollars) 993.60 999.50 991.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: Primary insurance amounts awarded before the December cost-of-living increase are converted to the December rates before percentages are computed.

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

by sex and primary insurance amount, 2007—Continued

Sex and primary insurance amount (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.B OASDI Benefits Awarded: Retired Workers

Annual Statistical Supplement, 2008 ♦ 6.19

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

selected years 1940–2007

Year

Number

(thousands)

Average

age

Percentage distribution by age a

Total,

all ages 62 63 64

65

66–69 70–74

75 or

Total older

Newly

entitled

Disability

conversions

Men

1940 117 68.1 100.0 . . . . . . . . . 17.1 17.1 . . . 58.8 16.5 7.6

1945 166 69.6 100.0 . . . . . . . . . 15.9 15.9 . . . 43.3 28.1 12.7

1950 444 68.7 100.0 . . . . . . . . . 21.9 21.9 . . . 47.3 21.0 9.8

1955 629 68.4 100.0 . . . . . . . . . 29.4 29.4 . . . 38.0 24.7 7.8

1960 630 66.8 100.0 . . . . . . . . . 48.1 42.3 5.8 36.6 13.2 2.1

1965 743 65.7 100.0 15.6 10.0 6.0 31.6 25.8 5.8 25.9 7.7 3.2

1970 814 64.4 100.0 19.0 12.8 8.5 48.7 39.6 9.1 9.3 1.3 0.4

1975 902 64.0 100.0 25.8 14.1 9.0 43.6 32.0 11.6 6.5 0.7 0.2

1980 942 63.9 100.0 30.1 13.1 8.5 42.4 31.8 10.6 5.2 0.6 0.1

1985 986 63.7 100.0 45.5 8.2 11.6 31.2 18.2 13.1 2.9 0.5 0.2

1986 1,011 63.7 100.0 47.0 8.2 11.8 29.2 17.2 12.0 3.1 0.6 0.1

1987 970 63.6 100.0 47.6 8.1 11.4 28.8 16.8 12.0 3.4 0.6 0.1

1988 944 63.7 100.0 48.2 8.1 9.9 28.6 16.6 12.0 4.1 0.9 0.2

1989 983 63.7 100.0 48.0 7.1 9.3 30.1 17.5 12.6 4.6 0.7 0.2

1990 964 63.7 100.0 47.2 7.6 11.3 27.6 16.4 11.1 5.1 1.0 0.2

1991 996 63.7 100.0 46.8 8.1 10.9 27.9 17.2 10.7 5.1 0.9 0.2

1992 989 63.7 100.0 48.2 7.3 11.4 27.2 16.6 10.6 5.0 0.8 0.1

1993 980 63.7 100.0 48.7 8.0 11.0 26.7 16.1 10.5 4.5 0.9 0.2

1994 923 63.6 100.0 49.0 7.4 11.4 27.1 15.7 11.5 4.0 1.0 0.1

1995 916 63.7 100.0 49.3 7.3 10.5 27.5 15.8 11.8 4.0 1.1 0.3

1996 895 63.6 100.0 49.9 7.1 9.7 27.6 14.9 12.6 4.5 1.1 0.1

1997 904 63.7 100.0 50.5 6.6 9.7 26.9 14.9 12.0 4.7 1.3 0.2

1998 909 63.8 100.0 49.6 7.1 9.9 27.3 14.7 12.6 4.6 1.3 0.2

1999 940 63.7 100.0 49.3 7.3 9.8 27.4 14.8 12.6 4.7 1.3 0.2

2000 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 992 63.7 100.0 46.8 6.7 12.1 30.8 18.1 12.7 2.8 0.7 0.2

2002 1,001 63.7 100.0 46.4 7.1 13.8 29.7 17.1 12.6 2.1 0.7 0.2

2003 969 63.6 100.0 48.3 7.2 11.9 29.6 17.9 11.7 2.1 0.7 0.2

2004 1,010 63.7 100.0 49.0 7.4 10.2 30.0 18.7 11.3 2.4 0.7 0.3

2005 1,061 63.8 100.0 48.6 7.6 9.1 30.8 19.9 10.9 2.7 0.8 0.5

2006 1,057 63.5 100.0 45.6 7.7 9.2 34.5 22.4 12.1 2.2 0.7 0.3

2007 1,075 63.6 100.0 42.4 7.4 9.3 37.5 25.0 12.5 2.5 0.7 0.2

(Continued)
6.B OASDI Benefits Awarded: Retired Workers

6.20 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

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 809 65.4 100.0 48.2 5.5 7.5 19.5 10.5 8.9 4.4 6.4 8.5

1998 733 64.0 100.0 53.1 7.0 8.9 22.0 12.4 9.6 4.1 2.4 2.5

1999 737 63.6 100.0 55.1 6.8 9.2 22.6 12.5 10.1 3.8 1.8 0.7

2000 854 63.8 100.0 52.2 5.9 9.3 23.6 13.9 9.7 6.5 2.2 0.4

2001 795 63.7 100.0 51.3 7.1 11.5 23.7 12.8 10.9 3.1 2.6 0.6

2002 811 63.6 100.0 52.9 6.6 12.2 23.9 12.7 11.2 2.3 1.8 0.3

2003 822 63.6 100.0 53.5 6.7 10.6 23.8 13.5 10.3 2.7 2.2 0.5

2004 874 63.6 100.0 54.1 7.0 9.3 24.3 14.3 10.0 3.1 1.9 0.4

2005 939 63.7 100.0 53.3 7.3 8.7 25.0 15.3 9.7 3.3 2.1 0.4

2006 942 63.4 100.0 50.2 7.5 9.4 27.4 16.9 10.5 3.2 2.0 0.4

2007 961 63.5 100.0 47.6 7.3 10.0 30.1 18.9 11.2 3.1 1.6 0.2

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 1 percent sample. All other years are 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

Beginning with 1997, includes conversions from nondisabled widow(er)’s benefits to higher retired-worker benefits.

Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.

. . . = not applicable.

a. Age in year of award for 1940–1980. Age in month of award for 1985 and later.

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

selected years 1940–2007—Continued

Year

Number

(thousands)

Average

age

Percentage distribution by age a

Total,

all ages 62 63 64

65

66–69 70–74

75 or

Total older

Newly

entitled

Disability

conversions
6.C OASDI Benefits Awarded: Disabled Workers

Annual Statistical Supplement, 2008 ♦ 6.21

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Table 6.C1—Number and percentage distribution, by monthly benefit and sex, 2007

Monthly benefit (dollars)

Total Men Women

Number Percent Number Percent Number Percent

All disabled workers 804,787 100.0 428,836 100.0 375,951 100.0

Less than 100.00 4,330 0.5 2,308 0.5 2,022 0.5

100.00–149.90 2,240 0.3 975 0.2 1,265 0.3

150.00–199.90 4,982 0.6 1,777 0.4 3,205 0.9

200.00–249.90 8,430 1.0 2,998 0.7 5,432 1.4

250.00–299.90 11,287 1.4 4,156 1.0 7,131 1.9

300.00–349.90 12,791 1.6 4,694 1.1 8,097 2.2

350.00–399.90 13,968 1.7 5,083 1.2 8,885 2.4

400.00–449.90 14,314 1.8 5,151 1.2 9,163 2.4

450.00–499.90 14,725 1.8 5,325 1.2 9,400 2.5

500.00–549.90 15,970 2.0 5,834 1.4 10,136 2.7

550.00–599.90 16,830 2.1 6,272 1.5 10,558 2.8

600.00–649.90 30,292 3.8 10,860 2.5 19,432 5.2

650.00–699.90 40,991 5.1 14,822 3.5 26,169 7.0

700.00–749.90 40,392 5.0 15,440 3.6 24,952 6.6

750.00–799.90 39,704 4.9 15,975 3.7 23,729 6.3

800.00–849.90 37,660 4.7 15,912 3.7 21,748 5.8

850.00–899.90 36,648 4.6 16,463 3.8 20,185 5.4

900.00–949.90 35,456 4.4 16,651 3.9 18,805 5.0

950.00–999.90 33,223 4.1 16,308 3.8 16,915 4.5

1,000.00–1,049.90 31,200 3.9 16,034 3.7 15,166 4.0

1,050.00–1,099.90 29,564 3.7 15,547 3.6 14,017 3.7

1,100.00–1,149.90 27,976 3.5 15,523 3.6 12,453 3.3

1,150.00–1,199.90 25,816 3.2 14,943 3.5 10,873 2.9

1,200.00–1,249.90 23,953 3.0 14,574 3.4 9,379 2.5

1,250.00–1,299.90 22,536 2.8 14,041 3.3 8,495 2.3

1,300.00–1,349.90 21,009 2.6 13,521 3.2 7,488 2.0

1,350.00–1,399.90 19,029 2.4 12,697 3.0 6,332 1.7

1,400.00–1,449.90 17,433 2.2 11,815 2.8 5,618 1.5

1,450.00–1,499.90 16,179 2.0 11,274 2.6 4,905 1.3

1,500.00–1,549.90 14,813 1.8 10,410 2.4 4,403 1.2

1,550.00–1,599.90 13,664 1.7 9,863 2.3 3,801 1.0

1,600.00–1,649.90 12,551 1.6 9,265 2.2 3,286 0.9

1,650.00–1,699.90 11,739 1.5 8,780 2.0 2,959 0.8

1,700.00–1,749.90 13,533 1.7 10,223 2.4 3,310 0.9

1,750.00–1,799.90 18,603 2.3 14,295 3.3 4,308 1.1

1,800.00–1,849.90 15,152 1.9 11,960 2.8 3,192 0.8

1,850.00–1,899.90 12,699 1.6 10,235 2.4 2,464 0.7

1,900.00–1,949.90 10,547 1.3 8,739 2.0 1,808 0.5

1,950.00–1,999.90 8,921 1.1 7,555 1.8 1,366 0.4

2,000.00 or more 23,637 2.9 20,538 4.8 3,099 0.8

Average benefit (dollars) 1,053.50 1,187.50 900.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Benefits awarded before the December cost-of-living increase are converted to the December rates before percentages are computed.

Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics 

reported in this publication differ from those reported by the Office of the Chief Actuary.
6.C OASDI Benefits Awarded: Disabled Workers

6.22 ♦ Annual Statistical Supplement, 2008

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

selected years 1957–2007

Year Number

Average

age

Percentage distribution, by age

Total,

all ages Under 30 30–39 40–44 45–49 50–54 55–59 60–61 62–64 65 a

Men

1957 148,376 59.2 100.0 . . . . . . . . . . . . 17.1 28.0 17.0 33.8 4.1

1958 107,003 59.0 100.0 . . . . . . . . . . . . 19.7 27.5 15.2 28.9 8.7

1959 146,547 58.9 100.0 . . . . . . . . . . . . 21.1 27.4 14.8 28.8 7.8

1960 168,466 54.5 100.0 0.8 7.0 6.5 10.5 16.7 20.0 11.8 21.3 5.4

1965 186,808 53.0 100.0 1.8 8.2 7.9 11.1 17.1 25.7 14.0 13.0 1.0

1970 258,072 52.1 100.0 6.7 7.6 6.5 10.1 14.7 23.5 12.3 16.1 2.6

1975 408,531 51.5 100.0 7.7 8.6 6.2 9.5 15.7 23.1 12.1 14.6 2.5

1980 275,185 51.2 100.0 8.3 9.7 6.0 8.4 14.7 24.6 12.3 14.2 1.8

1981 244,984 50.8 100.0 8.6 10.2 6.2 8.4 14.5 24.3 13.0 13.1 1.7

1982 207,453 50.9 100.0 8.4 10.4 6.3 8.4 14.1 24.6 12.9 13.6 1.2

1983 217,422 50.2 100.0 9.5 11.7 6.6 8.4 13.6 23.4 12.2 13.3 1.3

1984 247,833 50.0 100.0 9.2 12.8 7.1 8.7 13.4 22.6 12.2 12.7 1.3

1985 274,400 50.1 100.0 8.7 13.3 7.0 9.9 14.6 23.1 12.4 10.6 0.3

1986 273,700 48.7 100.0 10.7 15.3 8.1 9.4 14.3 21.3 11.1 9.5 0.3

1987 265,900 49.0 100.0 9.4 16.0 8.6 9.3 13.9 20.8 10.9 11.0 0.2

1988 265,700 49.2 100.0 8.4 16.0 9.7 9.0 14.6 21.3 10.5 10.2 0.2

1989 268,600 49.0 100.0 8.7 16.0 9.5 10.2 14.2 20.6 9.7 10.8 0.3

1990 293,300 48.1 100.0 10.9 16.9 9.4 9.5 13.5 20.5 10.3 8.8 0.1

1991 322,700 47.9 100.0 9.5 17.7 10.6 11.0 14.1 18.4 9.4 9.1 0.2

1992 395,600 47.8 100.0 9.5 18.5 10.8 11.0 13.0 18.6 9.8 8.7 0.2

1993 391,800 47.7 100.0 9.2 18.9 10.1 11.7 14.7 18.8 8.6 7.8 0.2

1994 379,300 48.4 100.0 6.8 18.4 10.8 12.7 15.4 19.3 9.0 7.6 0.1

1995 368,400 48.9 100.0 7.2 16.3 10.7 11.5 15.7 20.4 8.9 9.1 0.2

1996 347,100 48.7 100.0 6.9 16.2 10.8 13.2 16.2 19.9 9.3 7.5 0.1

1997 311,100 49.3 100.0 6.3 14.6 10.8 13.5 16.1 21.6 8.8 8.2 0.1

1998 331,400 49.2 100.0 6.3 14.3 11.1 12.4 18.3 21.6 8.1 7.8 0.2

1999 338,900 49.6 100.0 6.2 13.1 11.4 12.4 18.3 21.7 8.8 8.0 0.3

2000 329,800 49.6 100.0 6.8 12.9 10.7 12.7 17.7 21.0 9.1 8.8 0.2

2001 364,500 49.4 100.0 7.5 13.2 9.9 12.2 17.4 22.6 9.2 7.9 0.1

2002 406,336 49.4 100.0 7.8 12.0 10.3 12.7 17.5 22.5 9.2 7.9 0.1

2003 421,598 49.7 100.0 7.0 11.8 10.2 12.8 17.6 22.8 9.6 7.9 0.3

2004 428,672 50.0 100.0 6.8 11.3 9.9 12.8 17.6 23.4 9.6 8.2 0.4

2005 444,312 50.2 100.0 6.6 10.8 9.8 13.0 17.8 23.5 8.8 8.9 0.7

2006 425,285 48.4 100.0 8.2 11.2 10.1 13.1 18.2 23.6 8.4 6.8 0.4

2007 428,836 49.1 100.0 8.2 10.7 9.7 12.8 18.3 23.7 8.9 7.2 0.5

(Continued)
6.C OASDI Benefits Awarded: Disabled Workers

Annual Statistical Supplement, 2008 ♦ 6.23

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Women

1957 30,426 57.4 100.0 . . . . . . . . . . . . 25.5 38.9 19.8 15.3 0.5

1958 24,379 57.2 100.0 . . . . . . . . . . . . 28.6 37.2 17.8 15.2 1.2

1959 31,264 57.0 100.0 . . . . . . . . . . . . 30.2 36.9 17.6 14.2 1.1

1960 39,339 52.5 100.0 0.7 8.1 8.0 13.3 21.9 24.6 12.4 10.1 0.8

1965 66,691 53.2 100.0 1.1 6.5 7.4 11.7 19.3 28.3 14.1 10.9 0.6

1970 92,312 52.8 100.0 4.2 6.3 6.1 11.0 17.5 27.2 13.0 12.9 1.7

1975 183,518 52.1 100.0 6.1 7.3 6.1 10.1 17.7 25.5 12.2 12.9 2.1

1980 121,374 51.1 100.0 7.4 9.7 6.4 9.3 16.3 25.5 11.7 12.2 1.5

1981 106,863 50.8 100.0 7.8 10.2 6.5 9.5 16.4 25.1 12.0 11.1 1.4

1982 89,678 50.5 100.0 8.0 10.9 6.8 9.5 15.6 24.9 11.7 11.4 1.1

1983 94,127 49.8 100.0 9.0 12.2 7.4 9.5 14.8 23.5 10.9 11.6 1.1

1984 114,165 49.7 100.0 8.3 13.2 7.9 9.7 14.9 22.8 10.9 11.7 1.2

1985 134,500 49.7 100.0 8.6 12.9 8.0 10.6 15.8 23.3 10.1 10.5 0.1

1986 135,700 48.8 100.0 9.0 15.5 10.4 10.5 14.8 21.3 9.6 8.6 0.2

1987 143,700 49.5 100.0 7.5 15.2 8.1 11.2 15.8 23.4 9.6 8.8 0.3

1988 147,000 49.3 100.0 8.5 14.0 8.8 10.9 16.1 23.5 10.5 7.4 0.3

1989 146,900 49.1 100.0 7.8 14.8 10.4 11.9 13.8 21.2 10.8 8.9 0.3

1990 168,500 48.4 100.0 8.5 16.3 9.8 13.1 14.2 22.3 8.9 6.5 0.4

1991 190,400 48.4 100.0 8.5 16.8 10.1 12.2 16.2 19.5 8.9 7.4 0.4

1992 241,300 47.7 100.0 8.6 17.7 12.0 12.4 15.6 17.6 8.4 7.5 0.2

1993 237,900 48.1 100.0 7.5 17.5 11.2 13.1 16.5 19.7 6.8 7.4 0.2

1994 234,000 48.2 100.0 7.4 16.9 11.1 12.9 17.0 20.8 7.3 6.4 0.2

1995 263,200 48.5 100.0 6.4 16.7 11.4 13.8 17.2 20.5 7.6 6.3 0.1

1996 256,900 49.1 100.0 5.3 15.1 11.3 14.0 19.0 21.2 8.3 5.8 0.1

1997 250,200 48.4 100.0 6.2 16.3 12.2 14.1 19.0 19.0 6.8 6.2 0.2

1998 271,900 48.9 100.0 5.4 14.9 12.2 14.5 19.1 20.4 7.6 5.7 0.2

1999 266,900 48.7 100.0 5.7 14.6 12.5 15.3 18.2 20.6 6.6 6.2 0.3

2000 282,400 49.2 100.0 5.8 13.7 12.3 13.5 18.7 21.6 8.1 6.1 0.2

2001 304,800 48.4 100.0 7.9 14.0 12.1 13.8 18.5 20.1 7.6 5.9 0.1

2002 343,667 48.7 100.0 7.3 13.4 11.6 14.3 18.4 21.0 7.7 6.3 0.1

2003 355,863 49.0 100.0 6.8 13.2 11.4 14.2 18.4 21.5 8.0 6.3 0.2

2004 367,103 49.7 100.0 6.5 12.6 11.1 14.1 18.5 21.9 8.1 6.7 0.4

2005 385,375 49.6 100.0 6.2 12.2 10.9 14.1 18.9 22.2 7.6 7.4 0.5

2006 373,390 48.1 100.0 7.6 12.9 11.4 14.6 19.2 21.8 7.1 5.2 0.3

2007 375,951 48.4 100.0 7.5 12.3 11.1 14.4 19.4 22.0 7.4 5.6 0.3

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 1 percent sample. All other years are 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics 

reported in this publication differ from those reported by the Office of the Chief Actuary.

Age in year of award for 1957–1984. Age in month of award for 1985 and later. Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.

. . . = not applicable.

a. Includes awards processed after attainment of age 65.

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

selected years 1957–2007—Continued

Year Number

Average

age

Percentage distribution, by age

Total,

all ages Under 30 30–39 40–44 45–49 50–54 55–59 60–61 62–64 65 a
6.C OASDI Benefits Awarded: Disabled Workers

6.24 ♦ Annual Statistical Supplement, 2008

CONTACT: Jeff Kunkel (410) 965-3013 or supplement@ssa.gov.

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

workers, selected years, 1960–2007

Year

Number (thousands) Awards as a percentage

of applications

Awards per

Applications Awards 1,000 insured workers

1960 418.6 207.8 49.6 4.5

1965 529.3 253.5 47.9 4.7

1966 544.5 278.3 51.1 5.1

1967 573.2 301.4 52.6 5.4

1968 719.8 323.2 44.9 5.7

1969 725.2 344.7 47.5 4.9

1970 869.8 350.4 40.3 4.8

1971 923.9 415.9 45.0 5.6

1972 947.5 455.4 48.1 6.0

1973 1,067.5 491.6 46.1 6.3

1974 1,330.2 536.0 40.3 6.7

1975 1,285.3 592.0 46.1 7.1

1976 1,232.2 551.5 44.8 6.5

1977 1,235.2 568.9 46.1 6.5

1978 1,184.7 464.4 39.2 5.2

1979 1,187.8 416.7 35.1 4.4

1980 1,262.3 396.6 31.4 4.0

1981 1,161.2 351.8 30.3 3.4

1982 1,019.8 297.1 29.1 2.9

1983 1,019.3 311.5 30.6 3.0

1984 1,036.7 362.0 34.9 3.4

1985 1,066.2 377.4 35.4 3.5

1986 1,118.4 416.9 37.3 3.8

1987 1,108.9 415.8 37.5 3.7

1988 1,017.9 409.5 40.2 3.6

1989 984.9 425.6 43.2 3.7

1990 1,067.7 468.0 43.8 4.0

1991 1,208.7 536.4 44.4 4.5

1992 1,335.1 636.6 47.7 5.2

1993 1,425.8 635.2 44.6 5.2

1994 1,443.8 631.9 43.8 5.1

1995 1,338.1 645.6 48.3 5.1

1996 1,279.2 624.3 48.8 4.9

1997 1,180.2 587.7 49.8 4.5

1998 1,169.3 608.4 52.0 4.6

1999 1,200.1 620.6 51.7 4.6

2000 1,330.6 621.3 46.7 4.5

2001 1,498.6 690.5 46.1 5.0

2002 1,682.5 750.0 44.6 5.3

2003 1,895.5 777.5 41.0 5.5

2004 2,137.5 795.8 37.2 5.5

2005 2,122.1 829.7 39.1 5.7

2006 2,134.1 803.8 37.7 5.6

2007 2,190.2 818.5 37.4 5.7

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.25

Table 6.D1—Number of wives and husbands, by type of benefit, selected years 1950–2007

Year Total

Wives with entitlement based on—

Care of children Age Husbands

Wives and husbands of retired workers

1950 162,768 9,646 152,310 812

1955 288,915 21,692 263,816 3,407

1960 339,987 32,254 305,713 2,020

1965 321,015 44,087 275,717 1,211

1970 339,447 51,378 286,867 1,202

1975 350,558 60,184 289,600 774

1980 360,693 55,401 294,892 10,400

1981 338,540 50,993 277,641 9,906

1982 349,967 36,229 302,739 10,999

1983 356,274 35,309 308,922 12,043

1984 342,691 30,972 298,855 12,864

1985 356,558 30,454 312,849 13,255

1986 358,115 28,925 315,427 13,763

1987 333,333 26,099 294,499 12,735

1988 316,929 23,045 281,760 12,124

1989 310,498 21,285 278,655 10,558

1990 308,980 21,395 277,238 10,347

1991 307,000 21,154 276,236 9,610

1992 304,764 21,057 274,670 9,037

1993 290,728 19,945 262,240 8,543

1994 275,025 18,431 248,430 8,164

1995 258,740 17,214 233,731 7,795

1996 244,014 15,466 221,059 7,489

1997 268,012 14,040 246,229 7,743

1998 263,668 13,472 242,390 7,806

1999 275,568 13,521 253,559 8,488

2000 341,503 15,625 315,148 10,730

2001 314,547 13,743 289,757 11,047

2002 317,685 14,011 291,377 12,297

2003 305,831 12,832 280,883 12,116

2004 319,430 12,219 294,133 13,078

2005 329,225 11,630 303,976 13,619

2006 328,430 11,160 301,614 15,656

2007 316,782 10,471 291,985 14,326

(Continued)
6.D OASDI Benefits Awarded: Dependents and Survivors

6.26 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Wives and husbands of disabled workers

1958 a 12,920 7,869 5,035 16

1959 b 54,299 32,844 21,301 154

1960 54,187 38,326 15,756 105

1965 69,183 55,230 13,813 140

1970 96,304 74,913 21,227 164

1975 148,741 116,624 31,942 175

1980 108,500 74,922 32,616 962

1981 95,575 64,333 30,360 882

1982 77,835 45,463 31,540 832

1983 80,079 43,820 35,369 890

1984 81,834 46,433 34,470 931

1985 83,511 48,522 34,101 888

1986 82,435 47,711 33,797 927

1987 77,316 43,881 31,652 1,783

1988 73,790 41,627 29,634 2,529

1989 69,113 39,212 27,750 2,151

1990 69,667 40,458 27,023 2,186

1991 72,754 43,543 26,747 2,464

1992 78,083 47,841 27,502 2,740

1993 74,605 45,602 26,276 2,727

1994 69,549 42,824 24,240 2,485

1995 63,097 37,972 22,833 2,292

1996 57,528 33,638 21,775 2,115

1997 50,818 25,779 23,329 1,710

1998 47,550 23,190 22,693 1,667

1999 46,164 21,949 22,557 1,658

2000 43,941 19,801 22,399 1,741

2001 43,412 19,535 21,979 1,898

2002 45,600 20,621 22,863 2,116

2003 47,183 20,580 24,269 2,334

2004 48,016 19,423 26,070 2,523

2005 50,187 18,877 28,679 2,631

2006 49,521 16,837 30,270 2,414

2007 47,583 15,529 29,539 2,515

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Benefits not necessarily payable at time of award.

Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics 

reported in this publication differ from those reported by the Office of the Chief Actuary.

a. January–November.

b. Includes December 1958.

Table 6.D1—Number of wives and husbands, by type of benefit, selected years 1950–2007—Continued

Year Total

Wives with entitlement based on—

Care of children Age Husbands
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.27

.

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

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

age, and sex, 2007

Basis of entitlement and age

Wives

Total Of retired workers Of disabled workers Husbands

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All wives and husbands 347,524 379.80 302,456 394.50 45,068 281.00 16,841 274.40

By age

Entitlement based on care of children 26,000 304.50 10,471 453.60 15,529 203.90 924 171.70

Under 35 5,622 173.50 736 369.10 4,886 144.00 196 111.80

35–39 3,935 225.60 813 378.40 3,122 185.80 157 152.90

40–44 4,446 280.00 1,298 426.30 3,148 219.70 207 167.40

45–49 4,260 351.20 1,937 470.60 2,323 251.60 167 198.30

50–54 3,232 393.20 1,943 466.80 1,289 282.20 109 193.80

55–59 2,435 444.40 1,873 483.50 562 313.90 55 223.40

60–61 1,049 514.50 925 536.70 124 348.50 20 342.70

62–64 1,021 410.70 946 419.00 75 306.10 13 360.20

Entitlement based on age 321,524 385.90 291,985 392.40 29,539 321.50 15,917 280.40

62–64 236,039 372.00 209,730 379.30 26,309 314.40 5,508 258.50

62 145,780 355.70 124,353 364.40 21,427 304.90 2,225 209.70

63 37,379 354.30 34,877 356.50 2,502 323.60 1,030 232.10

64 52,880 429.80 50,500 431.70 2,380 390.10 2,253 318.80

65–69 73,160 431.40 70,380 433.60 2,780 378.00 6,512 308.70

65 48,126 442.60 46,360 445.20 1,766 373.40 2,613 328.00

66 10,783 437.20 10,379 438.70 404 398.30 1,182 302.10

67 6,344 404.00 6,079 404.80 265 385.90 1,023 290.60

68 4,426 381.10 4,242 381.70 184 367.00 896 291.50

69 3,481 373.40 3,320 373.20 161 378.00 798 297.50

70–74 8,463 364.30 8,115 363.50 348 383.50 2,506 267.10

75 or older 3,862 417.20 3,760 417.60 102 401.60 1,391 258.10

By sex

Wives

Not divorced 308,189 383.20 266,688 399.40 41,501 279.50 . . . . . .

Divorced 39,335 353.10 35,768 358.60 3,567 297.80 . . . . . .

Husbands of—

Retired workers . . . . . . . . . . . . . . . . . . 14,326 286.10

Disabled workers . . . . . . . . . . . . . . . . . . 2,515 207.80

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.

. . . = not applicable.
6.D OASDI Benefits Awarded: Dependents and Survivors

6.28 ♦ Annual Statistical Supplement, 2008

Table 6.D4—Number of children, by type of benefit, selected years 1940–2007

Year All children

Children of—

Retired workers Deceased workers Disabled workers

Total

1957 313,163 81,842 231,321 . . .

1960 415,719 69,979 241,430 104,310

1965 783,202 134,187 451,399 197,616

1970 1,090,865 182,595 591,724 316,546

1975 1,331,913 225,579 591,118 515,216

1976 1,327,197 236,805 578,905 511,487

1977 1,365,513 259,447 587,589 518,477

1978 1,234,658 214,284 566,992 453,382

1979 1,191,521 247,800 544,549 399,172

1980 1,174,112 248,658 540,246 385,208

1981 1,086,547 211,406 535,487 339,654

1982 916,715 182,849 473,396 260,470

1983 752,839 144,945 380,992 226,895

1984 721,564 131,986 351,326 238,252

1985 713,632 128,076 332,531 253,025

1986 700,627 122,652 319,800 258,167

1987 685,299 117,984 310,573 256,742

1988 706,031 116,659 324,346 265,026

1989 675,362 106,491 307,484 261,387

1990 695,307 108,105 303,616 283,586

1991 726,908 107,261 301,459 318,188

1992 794,571 108,686 304,300 381,585

1993 816,454 106,566 311,290 398,598

1994 824,239 102,983 310,051 411,205

1995 808,578 101,239 306,044 401,295

1996 798,485 98,655 302,480 397,350

1997 757,346 97,594 297,204 362,548

1998 763,170 96,893 294,851 371,426

1999 773,166 99,826 295,196 378,144

2000 776,676 115,358 297,686 363,632

2001 796,174 110,680 302,445 383,049

2002 846,361 116,186 310,395 419,780

2003 852,354 111,992 305,409 434,953

2004 858,562 115,391 309,472 433,699

2005 907,547 123,494 314,786 469,267

2006 897,035 126,860 321,155 449,020

2007 902,296 126,678 322,326 453,292

(Continued)
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.29

Children under age 18

1940 59,382 8,249 51,133 . . .

1945 127,514 7,215 120,299 . . .

1950 122,641 25,495 97,146 . . .

1955 238,795 40,402 198,393 . . .

1960 391,366 57,239 231,611 102,516

1965 523,453 84,707 263,637 175,109

1970 678,940 99,353 337,960 241,627

1975 806,770 115,347 300,139 391,284

1980 573,828 111,610 227,139 235,079

1981 512,939 84,793 228,317 199,829

1982 457,445 81,502 222,738 153,205

1983 444,467 80,117 211,396 152,954

1984 449,242 74,328 202,163 172,721

1985 464,908 74,128 200,576 190,204

1986 465,115 70,915 196,008 198,192

1987 451,370 66,672 184,668 195,030

1988 452,519 63,586 192,278 196,655

1989 446,308 59,073 189,285 197,950

1990 468,439 60,588 189,792 218,059

1991 502,442 60,618 191,537 250,287

1992 559,725 61,034 192,689 306,002

1993 575,247 59,515 198,469 317,263

1994 586,342 57,677 201,598 327,067

1995 571,650 57,215 198,848 315,587

1996 561,687 56,126 194,333 311,228

1997 517,118 54,841 184,237 278,040

1998 516,100 54,218 182,118 279,764

1999 522,946 57,019 182,159 283,768

2000 525,390 68,440 184,762 272,188

2001 542,147 64,207 188,300 289,640

2002 578,906 66,992 192,226 319,688

2003 580,166 63,793 187,060 329,313

2004 578,844 65,490 188,435 324,919

2005 609,993 69,008 189,509 351,476

2006 585,334 69,819 189,654 325,861

2007 573,067 65,783 184,922 322,362

(Continued)

Table 6.D4—Number of children, by type of benefit, selected years 1940–2007—Continued

Year All children

Children of—

Retired workers Deceased workers Disabled workers
6.D OASDI Benefits Awarded: Dependents and Survivors

6.30 ♦ Annual Statistical Supplement, 2008

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 -- -- 7,885

1978 33,611 15,378 11,013 7,220

1979 33,419 15,967 10,999 6,453

1980 33,470 16,650 10,626 6,194

1981 30,545 15,365 9,745 5,435

1982 28,707 14,772 9,685 4,250

1983 33,639 17,309 11,223 5,107

1984 36,427 18,330 12,556 5,541

1985 39,083 19,661 12,709 6,713

1986 40,525 20,295 13,244 6,986

1987 39,665 20,761 12,117 6,787

1988 38,702 20,544 11,512 6,646

1989 37,001 19,668 10,975 6,358

1990 38,772 20,862 11,277 6,633

1991 41,086 21,850 11,684 7,552

1992 47,009 23,615 13,846 9,548

1993 47,246 23,173 13,819 10,254

1994 44,483 22,119 12,590 9,774

1995 43,275 21,566 11,930 9,779

1996 40,583 20,169 11,061 9,353

1997 38,701 19,611 10,616 8,474

1998 39,941 19,932 10,914 9,095

1999 41,748 20,467 11,430 9,851

2000 43,845 22,567 11,621 9,657

2001 43,042 21,307 11,872 9,863

2002 46,636 22,881 12,685 11,070

2003 47,235 22,024 12,920 12,291

2004 48,772 22,531 13,999 12,242

2005 53,807 25,154 14,982 13,671

2006 58,519 25,679 17,467 15,373

2007 67,517 28,359 20,368 18,790

(Continued)

Table 6.D4—Number of children, by type of benefit, selected years 1940–2007—Continued

Year All children

Children of—

Retired workers Deceased workers Disabled workers
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.31

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

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 -- -- 148,227

1978 544,396 105,719 291,434 147,243

1979 553,889 117,118 292,766 144,005

1980 566,814 120,398 302,481 143,935

1981 543,063 111,248 297,425 134,390

1982 430,563 86,575 240,973 103,015

1983 274,726 47,519 158,373 68,834

1984 235,895 39,328 136,577 59,990

1985 209,641 34,287 119,246 56,108

1986 194,987 31,442 110,556 52,989

1987 194,264 30,551 108,788 54,925

1988 214,810 32,529 120,556 61,725

1989 192,053 27,750 107,224 57,079

1990 188,096 26,655 102,547 58,894

1991 183,380 24,793 98,238 60,349

1992 187,837 24,037 97,765 66,035

1993 193,961 23,878 99,002 71,081

1994 193,414 23,187 95,863 74,364

1995 193,653 22,458 95,266 75,929

1996 196,215 22,360 97,086 76,769

1997 201,527 23,142 102,351 76,034

1998 207,129 22,743 101,819 82,567

1999 208,472 22,340 101,607 84,525

2000 207,441 24,351 101,303 81,787

2001 210,985 25,166 102,273 83,546

2002 220,819 26,313 105,484 89,022

2003 224,953 26,175 105,429 93,349

2004 230,946 27,370 107,038 96,538

2005 243,747 29,332 110,295 104,120

2006 253,182 31,362 114,034 107,786

2007 261,712 32,536 117,036 112,140

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

. . . = not applicable; -- = not available.

Table 6.D4—Number of children, by type of benefit, selected years 1940–2007—Continued

Year All children

Children of—

Retired workers Deceased workers Disabled workers
6.D OASDI Benefits Awarded: Dependents and Survivors

6.32 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Table 6.D5—Number and average monthly benefit for children, by type of benefit and age, 2007

Age

Total children

Children of—

Retired workers Deceased workers Disabled workers

Total

number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All children

Total 902,296 461.00 126,678 502.60 322,326 699.70 453,292 279.60

Children under age 18

Subtotal 573,067 408.70 65,783 491.50 184,922 667.70 322,362 243.20

Under 1 43,614 290.30 2,344 429.20 9,790 589.50 31,480 187.00

1 18,618 343.70 1,059 452.90 6,446 593.50 11,113 188.40

2 19,523 357.90 1,344 457.20 7,018 602.00 11,161 192.50

3 20,934 359.20 1,398 439.00 7,374 614.60 12,162 195.20

4 22,296 364.40 1,652 442.20 7,842 616.70 12,802 199.90

5 23,769 367.50 1,850 443.10 8,183 625.90 13,736 203.40

6 25,886 378.20 2,126 450.20 9,064 634.90 14,696 209.40

7 27,341 387.50 2,385 453.30 9,499 646.00 15,457 218.50

8 29,228 390.10 2,684 454.60 9,802 657.60 16,742 223.10

9 31,085 397.20 3,032 462.60 10,405 660.10 17,648 231.00

10 32,724 402.80 3,415 462.00 10,610 670.30 18,699 240.20

11 35,284 407.60 3,876 457.10 11,271 678.10 20,137 246.70

12 38,177 418.50 4,536 478.40 12,036 689.30 21,605 255.00

13 41,207 427.60 5,207 488.10 12,846 689.20 23,154 268.80

14 43,490 440.30 5,885 483.50 13,560 700.80 24,045 282.80

15 44,369 467.20 7,034 508.10 14,008 716.60 23,327 305.20

16 43,098 499.10 8,079 548.60 14,233 726.90 20,786 323.80

17 32,424 527.30 7,877 570.80 10,935 746.10 13,612 326.40

Disabled adult children

Subtotal 67,517 454.90 28,359 441.00 20,368 615.80 18,790 301.50

Under 20 23,753 435.00 4,299 432.90 9,490 619.70 9,964 260.00

20–24 11,918 459.10 3,687 448.00 4,087 610.70 4,144 319.50

25–29 8,592 478.70 4,307 455.00 2,142 637.10 2,143 368.10

30–34 8,460 472.20 5,414 453.00 1,630 615.80 1,416 380.00

35–39 8,291 468.90 6,143 448.80 1,273 624.80 875 383.40

40 or older 6,503 448.20 4,509 404.40 1,746 574.10 248 360.50

Students aged 18–19

Subtotal 261,712 577.00 32,536 578.60 117,036 764.90 112,140 380.30

18 261,403 577.10 32,459 578.80 116,943 765.00 112,001 380.40

19 309 469.30 77 505.80 93 671.50 139 313.70

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.33

Table 6.D6—Number of mothers and fathers, by type of benefit, 1950–2007

Year Total Mothers Fathers

Widowed

Surviving

divorced

mothers and

Subtotal fathers

With at least

1 child under

age 16 a

Entitled solely

because of

at least

1 disabled child b

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 81,467 81,467 . . . 81,392 80,130 1,262 75

1959 d 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

(Continued)
6.D OASDI Benefits Awarded: Dependents and Survivors

6.34 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

1995 51,645 46,874 4,771 45,368 42,817 2,551 6,277

1996 49,150 44,732 4,418 43,538 41,192 2,346 5,612

1997 43,504 39,805 3,699 38,565 36,396 2,169 4,939

1998 42,395 38,533 3,862 37,739 35,577 2,162 4,656

1999 41,756 37,926 3,830 37,271 35,092 2,179 4,485

2000 40,491 36,521 3,970 36,197 34,241 1,956 4,294

2001 41,323 37,106 4,217 36,728 34,753 1,975 4,595

2002 40,829 36,534 4,295 36,186 34,264 1,922 4,643

2003 39,206 34,712 4,494 34,797 32,979 1,818 4,409

2004 40,030 35,499 4,531 35,876 34,176 1,700 4,154

2005 38,248 34,036 4,212 34,256 32,872 1,384 3,992

2006 35,981 31,995 3,986 32,216 30,954 1,262 3,765

2007 33,597 29,869 3,728 29,954 28,691 1,263 3,643

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

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.

b. Excludes mothers and fathers who had both disabled and nondisabled entitled children in their care.

c. January–November.

d. Includes December 1958.

Table 6.D6—Number of mothers and fathers, by type of benefit, 1950–2007—Continued

Year Total Mothers Fathers

Widowed

Surviving

divorced

mothers and

Subtotal fathers

With at least

1 child under

age 16 a

Entitled solely

because of

at least

1 disabled child b
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.35

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Table 6.D7—Number and average monthly benefit for widow(er)s, by age and sex, 2007

Age, sex, and type of benefit

Nondisabled

Disabled widow(er)s

Widowed mothers

Widows Widowers and fathers

Number

Average

monthly

benefit a

(dollars)

a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed.

Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars) Number

Average

monthly

benefit a

(dollars)

All widow(er)s 509,524 880.70 31,528 588.60 28,810 634.50 33,597 755.50

By age

Under 25 . . . . . . . . . . . . . . . . . . 1,315 594.80

25–29 . . . . . . . . . . . . . . . . . . 2,825 632.70

30–34 . . . . . . . . . . . . . . . . . . 4,165 657.50

35–39 . . . . . . . . . . . . . . . . . . 6,035 711.00

40–44 . . . . . . . . . . . . . . . . . . 7,257 770.10

45–49 . . . . . . . . . . . . . . . . . . 6,378 846.00

50–54 . . . . . . . . . . . . 13,797 627.70 3,508 856.80

55–59 . . . . . . . . . . . . 14,788 639.50 1,464 871.80

60–64 154,121 1,017.70 13,943 799.40 224 717.70 571 813.60

60 72,889 1,024.10 6,119 785.80 104 721.60 179 833.20

61 21,695 1,043.20 3,673 792.50 53 733.80 137 821.80

62 20,064 995.20 1,551 848.80 34 754.70 89 762.70

63 16,747 969.20 1,081 806.60 23 723.40 98 793.40

64 22,726 1,028.50 1,519 815.50 10 453.00 68 841.10

65–69 100,545 831.40 5,272 602.40 1 938.10 79 607.10

65 48,566 924.10 2,674 785.90 1 938.10 79 607.10

66 12,971 764.90 668 437.50 . . . . . . . . . . . .

67 12,746 746.70 638 444.50 . . . . . . . . . . . .

68 12,906 736.40 636 388.80 . . . . . . . . . . . .

69 13,356 731.10 656 383.10 . . . . . . . . . . . .

70–74 70,441 752.00 3,204 346.40 . . . . . . . . . . . .

70 13,526 731.40 564 330.50 . . . . . . . . . . . .

71 13,952 739.60 679 352.10 . . . . . . . . . . . .

72 14,440 750.10 660 346.30 . . . . . . . . . . . .

73 14,058 762.80 633 346.80 . . . . . . . . . . . .

74 14,465 774.50 668 353.50 . . . . . . . . . . . .

75–79 75,368 801.90 3,232 335.90 . . . . . . . . . . . .

75 14,891 784.20 651 338.30 . . . . . . . . . . . .

76 15,069 787.10 634 332.80 . . . . . . . . . . . .

77 15,429 813.50 669 348.10 . . . . . . . . . . . .

78 15,054 809.40 655 325.60 . . . . . . . . . . . .

79 14,925 815.00 623 334.20 . . . . . . . . . . . .

80 or older 109,049 870.40 5,877 347.20 . . . . . . . . . . . .

By sex

Men . . . . . . 31,528 588.60 1,744 483.80 3,728 633.30

Women 509,524 880.70 . . . . . . 27,066 644.20 29,869 770.70

Widow or mother 447,803 879.00 . . . . . . 23,008 638.20 26,480 771.40

Surviving divorced wife or 

mother 61,721 893.40 . . . . . . 4,058 678.30 3,389 765.90

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award.

. . . = not applicable.
6.D OASDI Benefits Awarded: Dependents and Survivors

6.36 ♦ Annual Statistical Supplement, 2008

Table 6.D8—Number of widow(er)s, by type of benefit, 1950–2007

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 199,320 198,948 372 . . . . . .

1959 b 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

(Continued)
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.37

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

2000 505,021 453,334 23,645 26,997 1,045

2001 495,848 443,267 24,309 27,179 1,093

2002 522,537 465,627 27,306 28,211 1,393

2003 508,306 451,583 28,209 27,130 1,384

2004 513,839 456,732 29,033 26,621 1,453

2005 516,949 457,549 29,579 28,127 1,694

2006 512,320 453,754 29,884 27,067 1,615

2007 569,862 509,524 31,528 27,066 1,744

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTES: Beginning with 2006, individuals whose benefits have been reinstated under the Expedited Reinstatement provisions are no longer included. Therefore, the statistics reported in this publication differ from those reported by the Office of the Chief Actuary.

. . . = not applicable.

a. January–November.

b. Includes December 1958.

Table 6.D8—Number of widow(er)s, by type of benefit, 1950–2007—Continued

Year Total

Entitled because of age Entitled because of disability

Widows Widowers Widows Widowers
6.D OASDI Benefits Awarded: Dependents and Survivors

6.38 ♦ Annual Statistical Supplement, 2008

Table 6.D9—Number and average amount of lump-sum death payment awards, 1940–2007

Year

Number of—

Deceased workers Lump-sum payments Average lump sum per worker (dollars)

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

(Continued)
6.D OASDI Benefits Awarded: Dependents and Survivors

Annual Statistical Supplement, 2008 ♦ 6.39

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

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 835,360 838,015 255.00

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 845,135 850,411 255.00

2001 843,983 849,102 255.00

2002 837,338 842,060 255.00

2003 817,591 821,613 255.00

2004 821,491 826,408 255.00

2005 827,492 830,912 255.00

2006 817,859 821,581 255.00

2007 801,546 806,447 255.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

a. January–November.

b. Includes December 1958.

Table 6.D9—Number and average amount of lump-sum death payment awards, 1940–2007—Continued

Year

Number of—

Deceased workers Lump-sum payments Average lump sum per worker (dollars)
6.E OASDI: Benefits Withheld

6.40 ♦ Annual Statistical Supplement, 2008

Table 6.E1—Number and percentage distribution of retired workers with benefits withheld, with and without 

reduction for early retirement, by sex and monthly benefit, December 2007

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent

All retired workers 175,605 100.0 40,170 100.0 135,435 100.0

Less than 350.00 34,703 19.8 10,100 25.1 24,603 18.2

350.00–399.90 6,238 3.6 3,274 8.2 2,964 2.2

400.00–449.90 4,035 2.3 1,351 3.4 2,684 2.0

450.00–499.90 4,947 2.8 1,395 3.5 3,552 2.6

500.00–549.90 6,181 3.5 1,569 3.9 4,612 3.4

550.00–599.90 6,817 3.9 1,911 4.8 4,906 3.6

600.00–649.90 7,088 4.0 1,938 4.8 5,150 3.8

650.00–699.90 7,175 4.1 1,701 4.2 5,474 4.0

700.00–749.90 7,003 4.0 1,592 4.0 5,411 4.0

750.00–799.90 6,515 3.7 1,399 3.5 5,116 3.8

800.00–849.90 6,011 3.4 1,266 3.2 4,745 3.5

850.00–899.90 5,900 3.4 1,269 3.2 4,631 3.4

900.00–949.90 5,579 3.2 1,088 2.7 4,491 3.3

950.00–999.90 5,249 3.0 1,100 2.7 4,149 3.1

1,000.00–1,049.90 5,051 2.9 999 2.5 4,052 3.0

1,050.00–1,099.90 4,688 2.7 899 2.2 3,789 2.8

1,100.00–1,149.90 4,494 2.6 771 1.9 3,723 2.7

1,150.00–1,199.90 4,297 2.4 686 1.7 3,611 2.7

1,200.00–1,249.90 3,848 2.2 655 1.6 3,193 2.4

1,250.00–1,299.90 3,601 2.1 546 1.4 3,055 2.3

1,300.00–1,349.90 4,087 2.3 496 1.2 3,591 2.7

1,350.00–1,399.90 4,445 2.5 462 1.2 3,983 2.9

1,400.00–1,449.90 4,396 2.5 412 1.0 3,984 2.9

1,450.00–1,499.90 4,046 2.3 370 0.9 3,676 2.7

1,500.00 or more 19,211 10.9 2,921 7.3 16,290 12.0

Men 104,164 100.0 25,983 100.0 78,181 100.0

Less than 350.00 15,703 15.1 4,428 17.0 11,275 14.4

350.00–399.90 4,120 4.0 2,401 9.2 1,719 2.2

400.00–449.90 2,659 2.6 1,004 3.9 1,655 2.1

450.00–499.90 3,071 2.9 1,087 4.2 1,984 2.5

500.00–549.90 3,574 3.4 1,159 4.5 2,415 3.1

550.00–599.90 3,760 3.6 1,349 5.2 2,411 3.1

600.00–649.90 3,640 3.5 1,406 5.4 2,234 2.9

650.00–699.90 3,461 3.3 1,223 4.7 2,238 2.9

700.00–749.90 3,246 3.1 1,095 4.2 2,151 2.8

750.00–799.90 3,012 2.9 961 3.7 2,051 2.6

800.00–849.90 2,933 2.8 877 3.4 2,056 2.6

850.00–899.90 3,057 2.9 899 3.5 2,158 2.8

900.00–949.90 3,012 2.9 749 2.9 2,263 2.9

950.00–999.90 2,983 2.9 767 3.0 2,216 2.8

1,000.00–1,049.90 2,987 2.9 681 2.6 2,306 2.9

1,050.00–1,099.90 2,870 2.8 603 2.3 2,267 2.9

1,100.00–1,149.90 2,837 2.7 542 2.1 2,295 2.9

1,150.00–1,199.90 2,836 2.7 481 1.9 2,355 3.0

1,200.00–1,249.90 2,561 2.5 455 1.8 2,106 2.7

1,250.00–1,299.90 2,520 2.4 388 1.5 2,132 2.7

1,300.00–1,349.90 2,997 2.9 347 1.3 2,650 3.4

1,350.00–1,399.90 3,353 3.2 332 1.3 3,021 3.9

1,400.00–1,449.90 3,468 3.3 300 1.2 3,168 4.1

1,450.00–1,499.90 3,266 3.1 253 1.0 3,013 3.9

1,500.00 or more 16,238 15.6 2,196 8.5 14,042 18.0

(Continued)
6.E OASDI: Benefits Withheld

Annual Statistical Supplement, 2008 ♦ 6.41

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

Women 71,441 100.0 14,187 100.0 57,254 100.0

Less than 350.00 19,000 26.6 5,672 40.0 13,328 23.3

350.00–399.90 2,118 3.0 873 6.2 1,245 2.2

400.00–449.90 1,376 1.9 347 2.4 1,029 1.8

450.00–499.90 1,876 2.6 308 2.2 1,568 2.7

500.00–549.90 2,607 3.6 410 2.9 2,197 3.8

550.00–599.90 3,057 4.3 562 4.0 2,495 4.4

600.00–649.90 3,448 4.8 532 3.7 2,916 5.1

650.00–699.90 3,714 5.2 478 3.4 3,236 5.7

700.00–749.90 3,757 5.3 497 3.5 3,260 5.7

750.00–799.90 3,503 4.9 438 3.1 3,065 5.4

800.00–849.90 3,078 4.3 389 2.7 2,689 4.7

850.00–899.90 2,843 4.0 370 2.6 2,473 4.3

900.00–949.90 2,567 3.6 339 2.4 2,228 3.9

950.00–999.90 2,266 3.2 333 2.3 1,933 3.4

1,000.00–1,049.90 2,064 2.9 318 2.2 1,746 3.0

1,050.00–1,099.90 1,818 2.5 296 2.1 1,522 2.7

1,100.00–1,149.90 1,657 2.3 229 1.6 1,428 2.5

1,150.00–1,199.90 1,461 2.0 205 1.4 1,256 2.2

1,200.00–1,249.90 1,287 1.8 200 1.4 1,087 1.9

1,250.00–1,299.90 1,081 1.5 158 1.1 923 1.6

1,300.00–1,349.90 1,090 1.5 149 1.1 941 1.6

1,350.00–1,399.90 1,092 1.5 130 0.9 962 1.7

1,400.00–1,449.90 928 1.3 112 0.8 816 1.4

1,450.00–1,499.90 780 1.1 117 0.8 663 1.2

1,500.00 or more 2,973 4.2 725 5.1 2,248 3.9

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

Table 6.E1—Number and percentage distribution of retired workers with benefits withheld, with and without 

reduction for early retirement, by sex and monthly benefit, December 2007—Continued

Sex and monthly benefit (dollars)

Total

Without reduction

for early retirement

With reduction

for early retirement

Number Percent Number Percent Number Percent
6.E OASDI: Benefits Withheld

6.42 ♦ Annual Statistical Supplement, 2008

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

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

benefit, December 2007

Reason payment

withheld

Total,

all beneficiaries

Retired workers

Disabled

workers

Wives and husbands

Children

Widowed

mothers

and

fathers

WidowSubtotal (er)s Parents

Wives

Subtotal Men Women Husbands

Without

children a

a. Aged 62 or older.

With

children b

b. Under age 65 with entitled children in their care.

Total 2,092,310 175,605 104,164 71,441 140,735 334,446 215,818 46,795 71,833 567,309 56,551 817,036 628

Earnings of—

Retired workers 67,751 63,978 36,663 27,315 . . . 2,156 1,850 202 104 1,617 . . . . . . . . .

Other 

beneficiaries 76,121 . . . . . . . . . . . . 29,199 1,174 25,899 2,126 141 32,590 14,191 . . .

Entitled child not in

care of beneficiary 25,078 . . . . . . . . . . . . 11,078 . . . 10,304 774 . . . 14,000 . . . . . .

Payee not 

determined 12,559 877 443 434 2,060 40 33 5 2 9,297 1 284 . . .

Recoupment of

overpayment for

reasons other

than earnings 43,860 15,970 8,538 7,432 7,598 2,607 1,537 981 89 11,678 2,362 3,645 . . .

Address unknown 70,539 25,873 15,124 10,749 13,121 2,241 1,469 509 263 19,107 362 9,782 53

Determination of

continuing

disability pending 6,825 . . . . . . . . . 4,523 122 4 117 1 2,162 . . . 18 . . .

Workers’ compensation offset 5,039 . . . . . . . . . 1,936 323 99 209 15 2,780 . . . . . . . . .

Government pension

offset 356,775 . . . . . . . . . . . . 229,686 166,073 56 63,557 . . . 100 126,989 . . .

Technical entitlement 1,133,092 . . . . . . . . . . . . 29,819 22,015 5,278 2,526 461,622 1,803 639,738 110

Other reasons 294,671 68,907 43,396 25,511 111,497 27,175 21,564 3,235 2,376 58,905 5,333 22,389 465

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
6.E OASDI: Benefits Withheld

Annual Statistical Supplement, 2008 ♦ 6.43

CONTACT: Hazel P. Jenkins (410) 965-0164 or supplement@ssa.gov.

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

payment and type of benefit, December 2007

Reason payment withheld

Wives and husbands of— Children under age 18 of— Disabled adult children of— Students aged 18–19 of—

Retired

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Retired

workers

Deceased

workers

Disabled

workers

Total 286,251 48,195 24,027 46,044 272,578 100,489 86,316 31,397 987 1,781 3,690

Earnings of—

Retired workers 2,156 . . . 1,294 . . . . . . 255 . . . . . . 68 . . . . . .

Other beneficiaries 6,381 22,818 25 29 56 5 12 . . . 4 4 6

Entitled child not in care of

beneficiary 1,704 9,374 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payee not determined 34 6 428 3,340 4,287 171 904 117 5 27 18

Recoupment of overpayment for

reasons other than earnings 1,700 907 612 2,561 7,622 145 332 129 20 115 142

Address unknown 1,721 520 812 4,415 10,181 491 2,289 492 48 213 166

Determination of continuing

disability pending . . . 122 . . . . . . 1,749 58 220 120 . . . . . . 15

Workers’ compensation offset . . . 323 . . . . . . 2,654 . . . . . . 75 . . . . . . 51

Government pension offset 226,681 3,005 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Technical entitlement 21,613 8,206 17,501 25,933 218,983 96,399 72,285 25,668 774 1,182 2,897

Other reasons 24,261 2,914 3,355 9,766 27,046 2,965 10,274 4,796 68 240 395

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.
6.F OASDI: Benefits Terminated

6.44 ♦ Annual Statistical Supplement, 2008

Table 6.F1—Number of benefits terminated, by type, 1940–2007

Year

Total, all

benefits a

Retired

workers

Disabled

workers

Wives

and

husbands

Children Widowed

mothers

and

Total fathers Widow(er)s Parents

Under

age 18

Disabled

adult

children Students

Total 150,380,342 54,296,491 16,718,753 18,445,758 42,011,077 26,595,713 895,964 14,519,400 4,707,090 14,092,911 108,262

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

1967 2,545,076 748,184 208,899 373,803 820,610 503,110 9,178 308,322 102,004 172,411 3,789

1968 2,654,191 789,586 222,197 386,245 837,390 514,363 10,620 312,407 100,344 188,844 4,004

1969 2,860,287 827,151 251,269 399,689 946,481 564,725 11,922 369,834 107,119 205,188 3,525

1970 2,841,523 817,129 260,444 388,574 956,566 582,918 11,795 361,853 102,578 208,843 3,313

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1988 3,087,126 1,227,357 356,143 354,250 723,385 484,001 19,478 219,906 73,473 341,432 922

1989 2,977,413 1,202,430 351,402 339,550 678,094 454,048 19,726 204,320 66,527 332,040 856

1990 2,958,646 1,222,810 348,194 337,006 646,343 415,616 20,014 210,713 64,260 334,293 769

1991 2,943,272 1,237,517 351,303 332,892 619,977 401,092 17,723 201,162 61,383 335,740 646

1992 2,969,109 1,252,171 361,796 329,102 616,771 397,723 17,857 201,191 65,852 339,827 617

1993 3,075,227 1,313,867 372,317 336,335 632,585 408,497 18,842 205,246 62,436 354,833 578

1994 3,124,009 1,329,241 384,590 331,416 647,848 421,730 20,034 206,084 72,662 356,097 529

1995 3,161,744 1,334,027 399,475 327,233 678,821 451,375 22,639 204,807 61,813 358,691 493

1996 3,187,291 1,352,339 396,980 321,703 690,618 459,254 23,776 207,588 61,618 362,751 444

1997 3,413,296 1,370,596 464,984 319,172 777,803 537,259 26,210 214,334 60,342 419,105 376

1998 3,307,618 1,405,342 409,489 313,423 741,412 495,678 26,755 218,979 54,551 382,619 346

1999 3,366,363 1,436,865 433,950 312,867 748,950 490,634 29,444 228,872 51,341 381,791 361

(Continued)
6.F OASDI: Benefits Terminated

Annual Statistical Supplement, 2008 ♦ 6.45

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

2000 3,404,466 1,447,269 460,351 310,703 753,430 502,351 33,300 217,779 50,925 381,341 282

2001 3,440,679 1,460,763 459,073 304,413 775,873 515,300 32,988 227,585 49,838 390,315 289

2002 3,494,924 1,465,869 478,098 306,796 807,955 534,181 34,722 239,052 49,919 385,945 265

2003 3,411,500 1,447,461 447,485 292,156 796,560 526,475 33,030 237,055 47,418 380,155 226

2004 3,480,809 1,453,625 458,359 292,183 849,643 555,137 32,802 261,704 48,610 378,153 208

2005 3,522,025 1,479,956 485,715 285,609 845,835 566,052 35,018 244,765 46,275 378,403 209

2006 3,607,381 1,473,218 506,663 292,969 912,478 616,362 44,575 251,541 47,326 374,512 178

2007 3,483,878 1,475,216 510,645 251,573 841,266 553,094 32,031 256,141 41,264 363,725 189

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable.

a. From 1966–2006, total includes special age-72 beneficiaries.

Table 6.F1—Number of benefits terminated, by type, 1940–2007—Continued

Year

Total, all

benefits a

Retired

workers

Disabled

workers

Wives

and

husbands

Children Widowed

mothers

and

Total fathers Widow(er)s Parents

Under

age 18

Disabled

adult

children Students
6.F OASDI: Benefits Terminated

6.46 ♦ Annual Statistical Supplement, 2008

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

CONTACT: Jennie H. Park (410) 965-9358 or supplement@ssa.gov.

Table 6.F2—Number, by reason for termination and type of benefit, 2007

Reason for termination

All

benefits

Retired

workers

Disabled

workers

Wives and

husbands Children

Widowed

mothers

and fathers

Widow(er)s

and parents

Total 3,483,878 1,475,216 510,645 251,573 841,266 41,264 363,914

Death of beneficiary 2,004,768 1,388,080 210,610 75,204 21,124 832 308,918

Death of worker 153,369 . . . . . . 124,615 28,754 . . . . . .

Marriage, remarriage, or divorce of beneficiary 15,439 . . . . . . 2,631 5,051 7,177 580

Attainment of age—

16 by child 51,235 . . . . . . 21,335 . . . 29,900 . . .

18 by child 479,886 . . . . . . . 479,886 . . . . . .

19 by student 52,375 . . . . . . . 52,375 . . . . . .

FRA by disabled worker 261,162 . . . 241,583 10,364 9,215 . . . . . .

FRA by disabled widow(er) 5,671 . . . . . . . . . . . . . . . 5,671

Entitlement to an equal or larger Social Security benefit 103,249 54,441 3,484 5,672 2,348 2,059 35,245

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) 82,587 . . . 49,087 1,218 32,061 . . . 221

Disabled adult child 2,661 . . . . . . . . . 2,661 . . . . . .

Student no longer attending school 198,935 . . . . . . . . . 198,935 . . . . . .

Other 72,541 32,695 5,881 10,534 8,856 1,296 13,279

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable; FRA = full retirement age.

Table 6.F3—Number of wives, husbands, and children, by reason for termination and type of benefit, 2007

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 213,987 37,585 58,351 208,288 286,455 4,886 18,015 9,130 32,593 122,451 101,097

Death of beneficiary 73,611 1,593 166 1,208 835 3,388 14,714 641 21 99 52

Death of worker 120,327 4,288 . . . . . . 25,154 . . . . . . 2,255 . . . . . . 1,345

Marriage, remarriage, or divorce

 of beneficiary 855 1,776 405 592 1,699 266 1,215 473 54 153 194

Attainment of age—

16 by child 7,436 13,899 . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 by child . . . . . . 56,241 205,832 217,813 . . . . . . . . . . . . . . . . . .

19 by student . . . . . . . . . . . . . . . . . . . . . . . . 6,218 27,140 19,017

FRA by disabled worker . . . 10,364 . . . . . . 5,713 . . . . . . 3,215 . . . . . . 287

Entitlement to an equal or larger

 Social Security benefit 4,473 1,199 1,008 146 444 341 195 133 61 8 12

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 . . . 1,218 . . . . . . 30,538 . . . . . . 1,273 . . . . . . 250

Disabled adult child . . . . . . . . . . . . . . . 529 1,808 324 . . . . . . . . .

Student no longer attending school . . . . . . . . . . . . . . . . . . . . . . . . 25,856 94,280 78,799

Other 7,285 3,248 531 510 4,259 362 83 816 383 771 1,141

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.

NOTE: . . . = not applicable; FRA = full retirement age.
Summary 7.1

State Data 7.9

Benefit Distributions 7.15

Other Income Sources 7.16

Recipient Characteristics 7.18

Section 7. Supplemental

Security Income

7.A SSI: Summary

Annual Statistical Supplement, 2008 ♦ 7.1

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

Table 7.A1—Number of recipients of federally administered payments, total payments, and average monthly 

payment, by source of payment, eligibility category, and age, December 2007

Source of payment Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older a

a. Includes approximately 15,900 blind and 796,200 disabled persons aged 65 or older.

Number of recipients

Total 7,359,525 1,204,512 71,727 6,083,286 1,121,017 4,221,920 2,016,588

Federal payment only 5,057,395 608,957 41,679 4,406,759 895,007 3,045,176 1,117,212

Federal payment and state supplementation 2,003,839 492,483 24,932 1,486,424 223,626 1,028,547 751,666

State supplementation only 298,291 103,072 5,116 190,103 2,384 148,197 147,710

Total with—

Federal payment 7,061,234 1,101,440 66,611 5,893,183 1,118,633 4,073,723 1,868,878

State supplementation 2,302,130 595,555 30,048 1,676,527 226,010 1,176,744 899,376

Total payments b (thousands of dollars)

b. Includes retroactive payments.

Total 3,735,792 465,272 36,571 3,233,949 660,768 2,290,670 784,354

Federal payments 3,357,680 362,064 29,477 2,966,139 642,355 2,087,346 627,979

State supplementation 378,112 103,208 7,094 267,810 18,413 203,324 156,376

Average monthly payment c (dollars)

c. Excludes retroactive payments.

Total 468.36 384.15 500.22 484.67 555.28 484.22 386.94

Federal payments 437.05 327.06 435.15 457.67 541.07 455.65 334.48

State supplementation 156.56 171.69 229.27 149.87 76.41 159.91 172.30

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

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

and average monthly payment, by source of payment and eligibility category, December 2007

Source of payment

Aged Blind Disabled Blind and

disabled

Individual Couple Individual Couple Individual Couple under age 18

Number of recipients

Total 938,742 134,365 61,402 2,658 4,677,964 143,177 1,121,017

Federal payment only 505,020 52,336 35,907 1,105 3,344,575 84,922 895,007

Federal payment and state supplementation 360,278 67,612 20,883 1,281 1,161,426 50,283 223,626

State supplementation only 73,444 14,417 4,612 272 171,963 7,972 2,384

Total with—

Federal payment 865,298 119,948 56,790 2,386 4,506,001 135,205 1,118,633

State supplementation 433,722 82,029 25,495 1,553 1,333,389 58,255 226,010

Total payments a (thousands of dollars)

a. Includes retroactive payments.

Total 358,309 109,621 30,816 2,579 2,460,568 113,131 660,768

Federal payments 288,369 75,906 24,951 1,629 2,235,257 89,212 642,355

State supplementation 69,941 33,715 5,865 950 225,311 23,919 18,413

Average monthly payment b (dollars)

b. Excludes retroactive payments.

Total 379.76 808.96 492.57 941.76 474.19 756.56 555.28

Federal payments 331.73 628.02 432.08 664.30 445.53 630.29 541.07

State supplementation 159.65 407.51 223.69 594.07 157.97 398.84 76.41

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
7.A SSI: Summary

7.2 ♦ Annual Statistical Supplement, 2008

Table 7.A3—Number of recipients of federally administered payments, by eligibility category, January 1974 

and December 1975–2007, selected years

Month and year Total a Federal SSI

Federally administered

state supplementation State supplementation only

All recipients

January 1974 3,215,632 2,955,959 1,480,309 259,673

December

1975 4,314,275 3,893,419 1,684,018 420,856

1980 4,142,017 3,682,411 1,684,765 459,606

1985 4,138,021 3,799,092 1,660,847 338,929

1990 4,817,127 4,412,131 2,058,273 404,996

1995 6,514,134 6,194,493 2,517,805 319,641

2000 6,601,686 6,319,907 2,480,637 281,779

2001 6,688,489 6,410,138 2,520,005 278,351

2002 6,787,857 6,505,227 2,461,652 282,630

2003 6,902,364 6,614,465 2,467,116 287,899

2004 6,987,845 6,694,577 2,497,589 293,268

2005 7,113,879 6,818,944 2,242,112 294,935

2006 7,235,583 6,938,690 2,268,579 296,893

2007 7,359,525 7,061,234 2,302,130 298,291

Aged

January 1974 1,865,109 1,690,496 770,318 174,613

December

1975 2,307,105 2,024,765 843,917 282,340

1980 1,807,776 1,533,366 702,763 274,410

1985 1,504,469 1,322,292 583,913 182,177

1990 1,454,041 1,256,623 649,530 197,418

1995 1,446,122 1,314,720 663,390 131,402

2000 1,289,339 1,186,309 622,668 103,030

2001 1,264,463 1,164,825 620,952 99,638

2002 1,251,528 1,151,652 611,395 99,876

2003 1,232,778 1,132,947 602,807 99,831

2004 1,211,167 1,110,757 601,078 100,410

2005 1,214,296 1,112,779 584,787 101,517

2006 1,211,656 1,108,925 590,575 102,731

2007 1,204,512 1,101,440 595,555 103,072

Blind

January 1974 72,390 55,680 37,326 16,710

December

1975 74,489 68,375 31,376 6,114

1980 78,401 68,945 36,214 9,456

1985 82,220 73,817 38,291 8,403

1990 83,686 74,781 40,334 8,905

1995 83,545 77,064 38,695 6,481

2000 78,511 72,931 35,940 5,580

2001 78,255 72,811 35,708 5,444

2002 77,658 72,189 34,596 5,469

2003 77,082 71,621 34,142 5,461

2004 75,924 70,469 33,765 5,455

2005 75,039 69,637 31,346 5,402

2006 73,418 68,165 30,657 5,253

2007 71,727 66,611 30,048 5,116

(Continued)
7.A SSI: Summary

Annual Statistical Supplement, 2008 ♦ 7.3

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

Disabled

January 1974 1,278,122 1,209,783 672,575 68,350

December

1975 1,932,681 1,800,279 808,725 132,402

1980 2,255,840 2,080,100 945,788 175,740

1985 2,551,332 2,402,983 1,038,643 148,349

1990 3,279,400 3,080,727 1,368,409 198,673

1995 4,984,467 4,802,709 1,815,720 181,758

2000 5,233,836 5,060,667 1,822,029 173,169

2001 5,345,771 5,172,502 1,863,345 173,269

2002 5,458,671 5,281,386 1,815,661 177,285

2003 5,592,504 5,409,897 1,830,167 182,607

2004 5,700,754 5,513,351 1,862,746 187,403

2005 5,824,544 5,636,528 1,625,979 188,016

2006 5,950,509 5,761,600 1,647,347 188,909

2007 6,083,286 5,893,183 1,676,527 190,103

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

a. Total equals the sum of “Federal SSI” and “State supplementation only.”

Table 7.A3—Number of recipients of federally administered payments, by eligibility category, January 1974 

and December 1975–2007, selected years—Continued

Month and year Total a Federal SSI

Federally administered

state supplementation State supplementation only
7.A SSI: Summary

7.4 ♦ Annual Statistical Supplement, 2008

Table 7.A4—Total federally administered payments, by eligibility category, selected years 1974–2007

(in thousands of dollars)

Year Total Federal SSI

Federally administered

state supplementation

All recipients

1974 5,096,813 3,833,161 1,263,652

1975 5,716,072 4,313,538 1,402,534

1980 7,714,640 5,866,354 1,848,286

1985 10,749,938 8,777,341 1,972,597

1990 16,132,959 12,893,805 3,239,154

1995 27,037,280 23,919,430 3,117,850

2000 30,671,699 27,290,248 3,381,451

2001 32,165,856 28,705,503 3,460,353

2002 33,718,999 29,898,765 3,820,234

2003 34,693,278 30,688,029 4,005,249

2004 36,065,358 31,886,509 4,178,849

2005 37,235,843 33,058,056 4,177,787

2006 38,888,961 34,736,088 4,152,873

2007 41,204,645 36,884,066 4,320,579

Aged

1974 2,414,034 1,782,742 631,292

1975 2,516,515 1,842,980 673,535

1980 2,617,023 1,860,194 756,829

1985 2,896,671 2,202,557 694,114

1990 3,559,388 2,521,382 1,038,006

1995 4,239,222 3,374,772 864,450

2000 4,540,045 3,597,516 942,530

2001 4,664,076 3,708,527 955,549

2002 4,802,792 3,751,491 1,051,301

2003 4,856,875 3,758,070 1,098,805

2004 4,894,070 3,773,901 1,133,324

2005 4,964,627 3,836,625 1,128,002

2006 5,115,911 3,953,106 1,162,804

2007 5,301,277 4,113,424 1,187,853

Blind

1974 125,791 91,308 34,483

1975 127,240 92,427 34,813

1980 185,827 131,506 54,321

1985 259,840 195,183 64,657

1990 328,949 238,415 90,534

1995 367,441 298,238 69,203

2000 385,927 312,238 73,688

2001 398,624 323,895 74,729

2002 416,454 335,405 81,049

2003 409,293 325,878 83,415

2004 412,414 327,446 85,364

2005 414,147 330,591 83,556

2006 409,287 326,230 83,057

2007 418,835 336,789 82,046

(Continued)
7.A SSI: Summary

Annual Statistical Supplement, 2008 ♦ 7.5

CONTACT: Stella M. Coleman (410) 965-0157 or supplement@ssa.gov.

Disabled

1974 2,556,988 1,959,112 597,876

1975 3,072,317 2,378,131 694,186

1980 4,911,792 3,874,655 1,037,137

1985 7,593,427 6,379,601 1,213,826

1990 12,244,622 10,134,007 2,110,615

1995 22,430,612 20,246,415 2,184,197

2000 25,745,710 23,380,477 2,365,233

2001 27,125,707 24,695,630 2,430,077

2002 28,499,771 25,811,887 2,687,884

2003 29,429,428 26,606,400 2,823,028

2004 30,745,406 27,785,246 2,960,160

2005 31,857,069 28,890,840 2,966,229

2006 33,363,762 30,456,751 2,907,011

2007 35,484,533 32,433,853 3,050,680

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 7.A4—Total federally administered payments, by eligibility category, selected years 1974–2007

(in thousands of dollars)—Continued

Year Total Federal SSI

Federally administered

state supplementation
7.A SSI: Summary

7.6 ♦ Annual Statistical Supplement, 2008

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

Table 7.A5—Average monthly federally administered payment, by eligibility category, December 1975–2007,

selected years (in dollars)

Year Total Federal SSI

Federally administered

state supplementation

All recipients

1975 106.33 90.59 61.72

1980 161.92 138.14 95.17

1985 218.09 193.77 99.39

1990 276.45 241.52 127.83

1995 335.45 312.83 98.66

2000 378.82 351.48 112.50

2001 393.96 366.31 113.65

2002 407.42 376.76 127.53

2003 417.16 383.59 138.38

2004 428.29 395.36 138.07

2005 439.09 406.50 156.30

2006 454.75 423.05 156.24

2007 468.36 437.05 156.56

Aged

1975 86.72 73.77 57.38

1980 126.66 105.69 95.60

1985 164.01 141.41 103.58

1990 208.26 170.74 136.31

1995 250.27 220.15 109.62

2000 299.69 258.12 128.46

2001 314.22 271.13 130.89

2002 330.04 280.86 146.17

2003 342.28 287.10 160.02

2004 350.53 295.13 160.44

2005 360.25 303.29 170.39

2006 373.05 316.48 170.64

2007 384.15 327.06 171.69

Blind

1975 137.58 112.69 78.57

1980 192.51 163.36 111.41

1985 260.25 224.31 122.15

1990 319.03 267.34 167.29

1995 355.24 317.06 138.31

2000 413.22 360.51 171.01

2001 428.04 374.72 173.98

2002 444.54 384.79 194.31

2003 454.85 389.20 210.51

2004 463.44 398.15 210.69

2005 474.62 407.87 229.41

2006 488.42 423.15 228.97

2007 500.22 435.15 229.27

Disabled

1975 128.49 108.55 65.68

1980 188.70 160.78 94.38

1985 246.50 219.61 96.63

1990 302.78 266.84 123.36

1995 358.18 336.39 94.26

2000 397.92 373.41 105.86

2001 412.46 387.80 106.72

2002 424.75 397.71 119.94

2003 433.16 403.76 129.89

2004 444.40 415.59 129.51

2005 455.13 426.95 149.80

2006 471.00 443.61 149.71

2007 484.67 457.67 149.87

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Excludes retroactive payments.
7.A SSI: Summary

Annual Statistical Supplement, 2008 ♦ 7.7

CONTACT: Clark Pickett (410) 965-9016 or supplement@ssa.gov.

Table 7.A8—Number of federally administered awards, by eligibility category and age, 1974–2007

Year Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

All awards 28,063,582 7,688,302 306,554 20,068,726 3,704,075 16,516,455 7,843,052

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.

3,155,995 1,765,946 76,560 1,313,489 2,748 1,299,343 1,853,904

Federal applications

1974 1,336,164 771,459 8,072 556,633 66,699 493,511 775,954

1975 929,369 350,918 8,656 569,795 63,060 509,271 357,038

1976 667,994 217,852 7,197 442,945 46,114 400,314 221,566

1977 642,712 211,716 7,919 423,077 50,883 377,454 214,375

1978 563,117 192,927 7,696 362,494 46,520 321,413 195,184

1979 517,446 176,739 7,784 332,923 44,911 293,910 178,625

1980 523,758 184,399 8,819 330,540 45,781 292,080 185,897

1981 409,992 121,655 8,017 280,320 39,106 248,105 122,781

1982 343,928 104,207 6,733 232,988 35,410 203,335 105,183

1983 453,789 151,406 7,985 294,398 42,154 259,042 152,593

1984 585,832 215,898 8,390 361,544 45,766 322,858 217,208

1985 526,418 153,962 8,176 364,280 46,362 324,933 155,123

1986 603,989 161,781 7,850 434,358 50,632 390,499 162,858

1987 589,053 166,775 7,468 414,810 48,292 372,914 167,847

1988 578,748 167,051 7,027 404,670 47,798 362,903 168,047

1989 630,486 187,594 7,026 435,866 50,985 390,703 188,798

1990 718,917 191,809 7,458 519,650 77,923 447,849 193,145

1991 821,396 188,014 7,592 625,790 125,874 506,177 189,345

1992 1,054,441 190,190 7,925 856,326 221,362 641,750 191,329

1993 1,052,415 185,546 7,106 859,763 236,564 629,246 186,605

1994 943,889 158,603 6,379 778,907 203,688 580,253 159,948

1995 888,633 143,099 5,480 740,054 175,784 568,072 144,777

1996 797,137 125,660 5,293 666,184 144,404 525,350 127,383

1997 676,444 94,764 5,078 576,602 117,090 463,444 95,910

1998 743,121 111,325 6,330 625,466 136,383 490,638 116,100

1999 758,076 120,403 5,906 631,767 140,520 494,609 122,947

2000 750,163 117,567 5,879 626,717 144,136 485,798 120,229

2001 772,775 108,877 5,946 657,952 156,844 504,366 111,565

2002 820,992 113,286 5,753 701,953 170,048 535,507 115,437

2003 827,029 106,484 5,317 715,228 179,566 539,127 108,336

2004 852,052 105,605 5,213 741,234 183,152 561,487 107,413

2005 852,222 111,940 4,881 735,401 177,688 560,960 113,574

2006 838,448 110,264 4,151 724,033 170,453 556,140 111,855

2007 836,642 102,581 3,492 730,569 169,375 563,094 104,173

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Represents period in which first payment was made, not date of entitlement to payments.
7.A SSI: Summary

7.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

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

December 1974–2007

Year Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

1974 3,996,064 2,285,909 74,616 1,635,539 70,900 1,503,155 2,422,009

1975 4,314,275 2,307,105 74,489 1,932,681 107,026 1,699,394 2,507,855

1976 4,235,939 2,147,697 76,366 2,011,876 125,412 1,713,594 2,396,933

1977 4,237,692 2,050,921 77,362 2,109,409 147,355 1,736,879 2,353,458

1978 4,216,925 1,967,900 76,895 2,171,890 165,899 1,747,126 2,303,900

1979 4,149,575 1,871,716 77,250 2,200,609 177,306 1,726,553 2,245,716

1980 4,142,017 1,807,776 78,401 2,255,840 190,394 1,730,847 2,220,776

1981 4,018,875 1,678,090 78,570 2,262,215 194,890 1,702,895 2,121,090

1982 3,857,590 1,548,741 77,356 2,231,493 191,570 1,655,279 2,010,741

1983 3,901,497 1,515,400 78,960 2,307,137 198,323 1,699,774 2,003,400

1984 4,029,333 1,530,287 80,524 2,418,522 211,587 1,780,459 2,037,287

1985 4,138,021 1,504,469 82,220 2,551,332 227,384 1,879,168 2,031,469

1986 4,269,184 1,473,428 83,115 2,712,641 241,198 2,010,458 2,017,528

1987 4,384,999 1,455,387 83,421 2,846,191 250,902 2,118,710 2,015,387

1988 4,463,869 1,433,420 82,864 2,947,585 255,135 2,202,714 2,006,020

1989 4,593,059 1,439,043 82,765 3,071,251 264,890 2,301,926 2,026,243

1990 4,817,127 1,454,041 83,686 3,279,400 308,589 2,449,897 2,058,641

1991 5,118,470 1,464,684 84,549 3,569,237 397,162 2,641,524 2,079,784

1992 5,566,189 1,471,022 85,400 4,009,767 556,470 2,910,016 2,099,703

1993 5,984,330 1,474,852 85,456 4,424,022 722,678 3,148,413 2,113,239

1994 6,295,786 1,465,905 84,911 4,744,970 841,474 3,335,255 2,119,057

1995 6,514,134 1,446,122 83,545 4,984,467 917,048 3,482,256 2,114,830

1996 6,613,718 1,412,632 82,137 5,118,949 955,174 3,568,393 2,090,151

1997 6,494,985 1,362,350 80,778 5,051,857 879,828 3,561,625 2,053,532

1998 6,566,069 1,331,782 80,243 5,154,044 887,066 3,646,020 2,032,983

1999 6,556,634 1,308,062 79,291 5,169,281 847,063 3,690,970 2,018,601

2000 6,601,686 1,289,339 78,511 5,233,836 846,784 3,744,022 2,010,880

2001 6,688,489 1,264,463 78,255 5,345,771 881,836 3,811,494 1,995,159

2002 6,787,857 1,251,528 77,658 5,458,671 914,821 3,877,752 1,995,284

2003 6,902,364 1,232,778 77,082 5,592,504 959,379 3,953,248 1,989,737

2004 6,987,845 1,211,167 75,924 5,700,754 993,127 4,017,108 1,977,610

2005 7,113,879 1,214,296 75,039 5,824,544 1,036,498 4,082,870 1,994,511

2006 7,235,583 1,211,656 73,418 5,950,509 1,078,977 4,152,130 2,004,476

2007 7,359,525 1,204,512 71,727 6,083,286 1,121,017 4,221,920 2,016,588

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.
7.B SSI: State Data

Annual Statistical Supplement, 2008 ♦ 7.9

CONTACT: Art Kahn (410) 965-0186, Stella M. Coleman (410) 965-0157, or supplement@ssa.gov.

Table 7.B1—Number of recipients of federally administered payments, December 2007, and total payments

for calendar year 2007, by state or other area and eligibility category

State or area

Number Total payments (thousands of dollars)

Total Aged Blind a

a. Includes approximately 15,900 blind persons aged 65 or older.

Disabled b

b. Includes approximately 796,200 disabled persons aged 65 or older.

Total Aged Blind Disabled

All areas c

c. Includes data not distributed by state.

7,359,525 1,204,512 71,727 6,083,286 41,204,645 5,301,277 418,835 35,484,533

Alabama 165,521 15,577 894 149,050 841,125 35,573 4,109 801,443

Alaska 11,440 2,062 94 9,284 59,692 6,958 477 52,257

Arizona 100,724 13,561 825 86,338 534,004 49,282 4,363 480,358

Arkansas 95,802 8,529 754 86,519 479,284 17,907 3,385 457,991

California 1,247,231 365,340 20,875 861,016 8,734,481 2,229,010 160,328 6,345,143

Colorado 58,497 8,764 514 49,219 300,526 33,194 2,615 264,716

Connecticut 54,197 6,684 456 47,057 291,848 27,034 2,345 262,468

Delaware 14,401 1,263 97 13,041 74,112 4,136 481 69,495

District of Columbia 22,102 1,926 142 20,034 126,417 6,574 710 119,132

Florida 431,015 99,352 2,661 329,002 2,225,094 399,528 13,133 1,812,433

Georgia 208,016 26,096 1,895 180,025 1,058,907 72,289 9,461 977,158

Hawaii 23,262 6,338 200 16,724 134,216 29,776 1,099 103,340

Idaho 23,697 1,830 201 21,666 121,199 4,887 982 115,330

Illinois 261,901 30,502 2,327 229,072 1,449,712 127,727 12,458 1,309,527

Indiana 104,366 5,639 880 97,847 557,275 16,337 4,270 536,667

Iowa 44,659 3,406 728 40,525 217,062 9,027 3,366 204,668

Kansas 40,405 3,201 331 36,873 211,746 9,925 1,704 200,117

Kentucky 184,378 12,692 1,328 170,358 951,545 30,323 6,586 914,635

Louisiana 162,271 16,223 1,558 144,490 824,055 40,262 7,537 776,255

Maine 33,328 2,247 225 30,856 165,337 5,034 1,096 159,207

Maryland 97,858 15,155 615 82,088 535,141 60,714 3,144 471,283

Massachusetts 178,856 45,229 3,708 129,919 1,014,199 208,023 21,948 784,228

Michigan 228,068 16,437 1,642 209,989 1,271,443 60,571 8,598 1,202,273

Minnesota 78,401 10,371 723 67,307 414,635 42,610 3,701 368,324

Mississippi 122,745 13,239 935 108,571 607,086 28,895 4,123 574,068

Missouri 121,876 8,829 950 112,097 628,718 25,252 4,581 598,884

Montana 15,629 1,090 124 14,415 78,537 2,592 654 75,292

Nebraska 23,052 2,025 242 20,785 114,723 5,696 1,207 107,821

Nevada 35,548 9,092 664 25,792 184,866 35,042 3,864 145,960

New Hampshire 15,119 852 160 14,107 79,165 2,755 779 75,630

New Jersey 156,374 33,859 911 121,604 844,092 147,311 4,600 692,182

New Mexico 56,387 8,404 478 47,505 282,379 25,439 2,356 254,584

New York 648,908 135,334 2,920 510,654 3,881,894 637,001 16,299 3,228,594

North Carolina 205,604 23,345 1,741 180,518 1,008,830 56,657 8,008 944,165

North Dakota 8,003 895 70 7,038 36,682 2,392 355 33,935

Ohio 257,874 15,094 1,776 241,004 1,430,048 51,912 8,830 1,369,306

Oklahoma 85,102 7,437 747 76,918 442,619 19,652 3,647 419,318

Oregon 64,031 8,012 651 55,368 335,583 29,450 3,343 302,788

Pennsylvania 333,531 27,796 2,075 303,660 1,884,114 100,485 10,667 1,772,962

Rhode Island 31,101 3,855 189 27,057 173,809 15,173 963 157,674

South Carolina 105,519 11,229 1,311 92,979 527,051 27,537 6,231 493,283

South Dakota 12,961 1,570 98 11,293 60,851 4,024 472 56,356

Tennessee 163,142 15,239 1,497 146,406 841,951 36,988 7,664 797,299

Texas 544,605 108,006 6,606 429,993 2,619,988 335,237 32,620 2,252,132

Utah 24,472 2,347 248 21,877 126,970 9,159 1,195 116,615

Vermont 13,920 1,117 87 12,716 71,808 2,722 417 68,668

Virginia 140,419 19,985 1,194 119,240 697,180 69,555 5,838 621,788

Washington 121,577 15,225 893 105,459 704,461 69,151 4,720 630,589

West Virginia 78,931 3,817 560 74,554 418,818 8,868 2,789 407,160

Wisconsin 96,037 7,879 879 87,279 495,992 24,259 4,457 467,276

Wyoming 5,832 386 38 5,408 28,623 855 203 27,566

Outlying area

Northern Mariana Islands 827 130 10 687 4,755 514 52 4,189

SOURCE: Social Security Administration, Office of Financial Management, Division of Finance; and Social Security Administration, Supplemental Security Record

(Characteristic Extract Record format), 100 percent data.
7.B SSI: State Data

7.10 ♦ Annual Statistical Supplement, 2008

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

by state or other area, December 2007

State or area

Federal SSI State supplementation

Number

Average monthly

payment (dollars) Number

Average monthly

payment (dollars)

All areas a 7,061,234 437.05 2,302,130 156.56

Alabama 165,521 418.48 . . . . . .

Alaska 11,440 425.74 . . . . . .

Arizona 100,723 446.94 . . . . . .

Arkansas 95,802 413.07 . . . . . .

California 1,030,893 443.79 1,246,117 223.75

Colorado 58,497 421.99 . . . . . .

Connecticut 54,197 443.70 . . . . . .

Delaware 14,278 434.54 708 127.69

District of Columbia 21,976 467.16 1,475 241.00

Florida 431,014 434.19 . . . . . .

Georgia 208,016 417.13 . . . . . .

Hawaii 22,194 446.86 2,522 530.78

Idaho 23,697 425.09 . . . . . .

Illinois 261,900 466.89 . . . . . .

Indiana 104,366 442.68 . . . . . .

Iowa 44,249 408.33 1,972 199.92

Kansas 40,404 426.34 . . . . . .

Kentucky 184,378 435.04 . . . . . .

Louisiana 162,269 432.53 . . . . . .

Maine 33,328 408.78 . . . . . .

Maryland 97,857 451.81 . . . . . .

Massachusetts 162,472 439.55 178,485 80.38

Michigan 224,948 464.04 15,709 120.47

Minnesota 78,401 446.22 . . . . . .

Mississippi 122,744 412.96 . . . . . .

Missouri 121,876 428.03 . . . . . .

Montana 15,545 416.44 1,034 80.13

Nebraska 23,052 407.37 . . . . . .

Nevada 34,831 434.40 9,711 49.86

New Hampshire 15,119 420.46 . . . . . .

New Jersey 149,511 426.81 155,636 45.86

New Mexico 56,387 420.47 . . . . . .

New York 603,580 455.21 630,199 77.54

North Carolina 205,604 405.93 . . . . . .

North Dakota 8,003 379.67 . . . . . .

Ohio 257,874 460.41 . . . . . .

Oklahoma 85,102 428.75 . . . . . .

Oregon 64,031 438.08 . . . . . .

Pennsylvania 329,154 462.57 11,024 360.73

Rhode Island 28,797 438.69 31,059 63.38

South Carolina 105,519 411.50 . . . . . .

South Dakota 12,961 395.16 . . . . . .

Tennessee 163,142 419.10 . . . . . .

Texas 544,605 409.77 . . . . . .

Utah 24,471 429.81 2,152 2.88

(Continued)
7.B SSI: State Data

Annual Statistical Supplement, 2008 ♦ 7.11

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

Vermont 12,880 405.21 13,881 53.68

Virginia 140,419 421.31 . . . . . .

Washington 121,577 463.28 . . . . . .

West Virginia 78,931 442.93 . . . . . .

Wisconsin 96,037 435.48 . . . . . .

Wyoming 5,832 406.27 . . . . . .

Outlying area

Northern Mariana Islands 827 507.15 . . . . . .

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: . . . = not applicable.

a. Includes recipients and payments not assigned to a specific state or other area.

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

by state or other area, December 2007—Continued

State or area

Federal SSI State supplementation

Number

Average monthly

payment (dollars) Number

Average monthly

payment (dollars)
7.B SSI: State Data

7.12 ♦ Annual Statistical Supplement, 2008

CONTACT: Stella M. Coleman (410) 965-0157 or supplement@ssa.gov.

Table 7.B7—Total federally administered payments, by state or other area, 2007 (in thousands of dollars)

State or area Total

Federal

SSI

Federally administered

state supplementation

All areas 41,204,645 36,884,066 4,320,577

Alabama 841,125 841,125 . . .

Alaska 59,692 59,692 . . .

Arizona 534,004 534,004 . . .

Arkansas 479,284 479,284 . . .

California 8,734,481 5,398,018 3,336,463

Colorado 300,526 300,526 . . .

Connecticut 291,848 291,848 . . .

Delaware 74,112 73,062 1,050

District of Columbia 126,417 122,252 4,165

Florida 2,225,094 2,225,094 . . .

Georgia 1,058,907 1,058,907 . . .

Hawaii 134,216 118,580 15,636

Idaho 121,199 121,199 . . .

Illinois 1,449,712 1,449,712 . . .

Indiana 557,275 557,275 . . .

Iowa 217,062 212,484 4,578

Kansas 211,746 211,746 . . .

Kentucky 951,545 951,545 . . .

Louisiana 824,055 824,055 . . .

Maine 165,337 165,337 . . .

Maryland 535,141 535,141 . . .

Massachusetts 1,014,199 841,787 172,412

Michigan 1,271,443 1,249,464 21,979

Minnesota 414,635 414,635 . . .

Mississippi 607,086 607,086 . . .

Missouri 628,718 628,718 . . .

Montana 78,537 77,565 972

Nebraska 114,723 114,723 . . .

Nevada 184,866 179,074 5,792

New Hampshire 79,165 79,165 . . .

New Jersey 844,092 757,831 86,261

New Mexico 282,379 282,379 . . .

New York 3,881,894 3,290,974 590,920

North Carolina 1,008,830 1,008,830 . . .

North Dakota 36,682 36,682 . . .

Ohio 1,430,048 1,430,048 . . .

Oklahoma 442,619 442,619 . . .

Oregon 335,583 335,583 . . .

Pennsylvania 1,884,114 1,836,927 47,187

Rhode Island 173,809 149,885 23,924

South Carolina 527,051 527,051 . . .

South Dakota 60,851 60,851 . . .

Tennessee 841,951 841,951 . . .

Texas 2,619,988 2,619,988 . . .

Utah 126,970 126,891 79

Vermont 71,808 62,649 9,159

Virginia 697,180 697,180 . . .

Washington 704,461 704,461 . . .

West Virginia 418,818 418,818 . . .

Wisconsin 495,992 495,992 . . .

Wyoming 28,623 28,623 . . .

Outlying area

Northern Mariana Islands 4,755 4,755 . . .

SOURCE: Social Security Administration, Office of Financial Management, Division of Finance; and Social Security Administration, Supplemental Security Record

(Characteristic Extract Record format), 100 percent data.

NOTES: . . . = not applicable.

Totals do not necessarily equal the sum of rounded components.
7.B SSI: State Data

Annual Statistical Supplement, 2008 ♦ 7.13

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

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

by state or other area, December 2007

State or area Total Blind Disabled

All areas 1,121,017 6,170 1,114,847

Alabama 29,090 42 29,048

Alaska 1,165 9 1,156

Arizona 18,449 87 18,362

Arkansas 21,145 71 21,074

California 102,144 1,399 100,745

Colorado 7,495 35 7,460

Connecticut 7,099 26 7,073

Delaware 3,441 6 3,435

District of Columbia 4,490 9 4,481

Florida 82,435 153 82,282

Georgia 36,259 210 36,049

Hawaii 1,606 24 1,582

Idaho 4,444 25 4,419

Illinois 44,997 192 44,805

Indiana 22,781 76 22,705

Iowa 7,502 70 7,432

Kansas 7,685 21 7,664

Kentucky 29,096 101 28,995

Louisiana 31,491 99 31,392

Maine 3,707 30 3,677

Maryland 15,816 34 15,782

Massachusetts 20,247 417 19,830

Michigan 39,043 110 38,933

Minnesota 12,027 69 11,958

Mississippi 22,987 53 22,934

Missouri 20,992 83 20,909

Montana 2,238 12 2,226

Nebraska 3,715 27 3,688

Nevada 6,570 92 6,478

New Hampshire 2,089 20 2,069

New Jersey 23,239 42 23,197

New Mexico 8,117 35 8,082

New York 75,387 149 75,238

North Carolina 39,919 143 39,776

North Dakota 1,040 4 1,036

Ohio 44,872 142 44,730

Oklahoma 15,381 81 15,300

Oregon 8,606 64 8,542

Pennsylvania 64,360 141 64,219

Rhode Island 4,224 9 4,215

South Carolina 19,139 148 18,991

South Dakota 2,144 9 2,135

Tennessee 23,665 149 23,516

Texas 105,084 1,171 103,913

Utah 4,625 30 4,595

Vermont 1,732 6 1,726

Virginia 23,272 61 23,211

Washington 15,716 65 15,651

West Virginia 9,196 58 9,138

Wisconsin 17,957 55 17,902

Wyoming 845 a

a. Not shown to avoid disclosure of information regarding particular individuals.

a

Outlying area

Northern Mariana Islands 251 a a

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.
7.B SSI: State Data

7.14 ♦ Annual Statistical Supplement, 2008

CONTACT: Clark Pickett (410) 965-9016 or supplement@ssa.gov.

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

and age, 2007

State or area Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older

All areas 836,642 102,581 3,492 730,569 169,375 563,094 104,173

Alabama 18,567 978 25 17,564 3,563 13,999 1,005

Alaska 1,737 a

a. Not shown to avoid disclosure of information regarding particular individuals.

a 1,529 277 1,249 211

Arizona 11,792 1,250 22 10,520 2,518 7,997 1,277

Arkansas 14,045 568 45 13,432 3,598 9,863 584

California 110,876 32,325 757 77,794 14,985 63,195 32,696

Colorado 8,430 971 13 7,446 1,360 6,087 983

Connecticut 7,175 649 24 6,502 1,118 5,397 660

Delaware 2,198 115 3 2,080 537 1,541 120

District of Columbia 2,952 197 3 2,752 657 2,093 202

Florida 49,992 8,991 104 40,897 11,036 29,803 9,153

Georgia 23,857 2,052 83 21,722 4,718 17,030 2,109

Hawaii 2,977 633 17 2,327 271 2,064 642

Idaho 3,411 244 13 3,154 749 2,417 245

Illinois 26,271 2,699 179 23,393 5,595 17,935 2,741

Indiana 15,241 615 29 14,597 3,533 11,081 627

Iowa 5,448 347 34 5,067 1,378 3,719 351

Kansas 5,751 363 20 5,368 1,301 4,077 373

Kentucky 19,206 1,021 32 18,153 4,508 13,663 1,035

Louisiana 18,168 1,129 60 16,979 4,413 12,594 1,161

Maine 4,177 205 8 3,964 640 3,332 205

Maryland 12,472 1,233 30 11,209 2,693 8,530 1,249

Massachusetts 21,590 2,542 162 18,886 3,693 15,326 2,571

Michigan 26,002 1,559 85 24,358 5,522 18,889 1,591

Minnesota 10,635 1,058 42 9,535 2,284 7,274 1,077

Mississippi 11,884 801 51 11,032 2,738 8,331 815

Missouri 16,149 780 62 15,307 3,174 12,182 793

Montana 2,214 139 7 2,068 440 1,629 145

Nebraska 3,342 261 19 3,062 696 2,383 263

Nevada 5,776 865 69 4,842 1,142 3,761 873

New Hampshire 3,076 87 11 2,978 436 2,553 87

New Jersey 17,749 3,098 29 14,622 3,428 11,192 3,129

New Mexico 6,382 653 23 5,706 1,297 4,424 661

New York 59,252 11,417 155 47,680 10,773 36,896 11,583

North Carolina 25,084 1,929 86 23,069 5,549 17,572 1,963

North Dakota 993 a a 907 197 714 82

Ohio 28,890 1,592 47 27,251 6,289 20,971 1,630

Oklahoma 12,382 676 26 11,680 2,584 9,106 692

Oregon 8,148 921 29 7,198 1,430 5,779 939

Pennsylvania 39,912 2,703 90 37,119 10,805 26,346 2,761

Rhode Island 3,185 368 3 2,814 554 2,256 375

South Carolina 11,659 736 68 10,855 2,358 8,547 754

South Dakota 1,564 186 4 1,374 387 988 189

Tennessee 19,143 1,183 88 17,872 2,998 14,922 1,223

Texas 77,627 7,930 648 69,049 19,397 50,168 8,062

Utah 4,001 240 9 3,752 955 2,801 245

Vermont 1,966 121 3 1,842 306 1,538 122

Virginia 16,781 1,516 64 15,201 3,453 11,797 1,531

Washington 16,257 1,390 36 14,831 2,788 12,055 1,414

West Virginia 7,873 282 19 7,572 1,287 6,298 288

Wisconsin 11,453 605 50 10,798 2,781 8,056 616

Wyoming 805 a a 764 146 618 41

Outlying area

Northern Mariana 

Islands 122 29 0 93 40 53 29

Unknown 3003030

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.
7.C SSI: Benefit Distributions

Annual Statistical Supplement, 2008 ♦ 7.15

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

Table 7.C1—Number and percentage distribution of adult individuals and persons under age 18 receiving 

federal SSI payments, by monthly payment and eligibility category, December 2007

Monthly payment (dollars) All recipients

Adults Blind and disabled,

Aged Blind Disabled under age 18

Total

Number 6,546,722 865,298 56,790 4,506,001 1,118,633

Percent 100.0 100.0 100.0 100.0 100.0

Less than 50 7.5 12.3 8.3 7.9 2.1

50–99 5.2 9.6 5.4 5.5 0.9

100–149 4.7 9.0 5.0 4.8 1.1

150–199 4.0 7.7 4.0 3.9 1.3

200–249 3.4 5.7 3.8 3.5 1.5

250–299 3.3 4.6 4.3 3.4 1.7

300–349 2.8 4.0 3.0 2.7 2.1

350–399 2.5 3.1 2.7 2.4 2.4

400–449 7.7 11.3 8.6 6.9 7.6

450–499 2.0 1.8 2.0 1.5 3.9

500–549 2.0 1.2 1.6 1.4 5.5

550–599 2.0 0.8 1.3 1.3 5.6

600–622 0.9 0.3 0.6 0.6 2.4

623 a

a. Individuals living in their own household with no countable income were eligible for a federal SSI payment of $623 in calendar year 2007.

52.0 28.6 49.4 54.1 62.0

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.

Table 7.C2—Number and percentage distribution of couples receiving federal SSI payments, by monthly 

payment and eligibility category, December 2007

Monthly payment (dollars) All recipients Aged Blind Disabled

Total

Number 257,539 119,948 2,386 135,205

Percent 100.0 100.0 100.0 100.0

Less than 50 3.6 3.7 3.2 3.5

50–99 4.1 4.3 2.9 4.0

100–149 4.2 4.2 3.3 4.1

150–199 4.3 4.3 4.1 4.2

200–249 4.1 4.0 3.3 4.1

250–299 3.8 3.5 3.7 4.0

300–349 3.7 3.1 3.3 4.3

350–399 3.4 2.7 3.2 3.9

400–449 3.1 2.5 3.6 3.5

450–499 2.5 2.3 2.1 2.7

500–549 2.2 2.2 2.4 2.2

550–599 2.1 2.0 2.5 2.3

600–649 6.3 10.0 4.2 3.1

650–699 1.7 1.5 1.7 1.8

700–749 1.4 1.2 1.8 1.5

750–799 1.2 1.1 1.2 1.2

800–849 0.9 0.8 1.0 0.9

850–899 0.9 1.2 0.9 0.6

900–933 0.6 0.7 0.4 0.5

934 a

a. Couples living in their own household with no countable income were eligible for a federal SSI payment of $934 in calendar year 2007.

46.0 44.2 51.2 47.5

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
7.D SSI: Other Income Sources

7.16 ♦ Annual Statistical Supplement, 2008

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

Table 7.D1—Persons receiving federally administered payments and other income and

their average monthly income, by type of income, eligibility category, and age, December 2007

Type of income Total

Category Age

Aged Blind Disabled Under 18 18–64 65 or older a

a. Includes approximately 15,900 blind and 796,200 disabled persons aged 65 or older.

Number 7,359,525 1,204,512 71,727 6,083,286 1,121,017 4,221,920 2,016,588

Number

With unearned income

Social Security benefits 2,568,637 689,853 26,681 1,852,103 80,539 1,339,554 1,148,544

Other 822,194 212,678 7,059 602,457 217,958 320,268 283,968

With earned income 276,640 18,008 4,176 254,456 3,021 245,689 27,930

Percentage

With unearned income

Social Security benefits 34.9 57.3 37.2 30.4 7.2 31.7 57.0

Other 11.2 17.7 9.8 9.9 19.4 7.6 14.1

With earned income 3.8 1.5 5.8 4.2 0.3 5.8 1.4

Average income (dollars)

With unearned income

Social Security benefits 469.95 465.70 486.03 471.31 209.10 489.67 465.34

Other 142.52 118.71 127.33 151.20 190.39 133.96 115.51

With earned income 310.31 374.36 479.08 302.96 353.21 311.48 295.54

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: See section SSI: History of Provisions for discussion of income.
7.D SSI: Other Income Sources

Annual Statistical Supplement, 2008 ♦ 7.17

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

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

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

December 2007

State or area

Percentage with Social Security benefits Average monthly Social Security benefit (dollars)

Total

Category Age

Total

Category Age

Aged Blind Disabled

Under

18 18–64

65 or

older Aged Blind Disabled

Under

18 18–64

65 or

older

All areas 34.9 57.3 37.2 30.4 7.2 31.7 57.0 469.95 465.70 486.03 471.31 209.10 489.67 465.34

Alabama 38.8 86.3 44.9 33.8 9.2 34.6 78.3 457.03 472.56 439.67 453.01 215.30 471.37 462.45

Alaska 34.7 63.8 39.4 28.2 6.5 28.3 60.9 448.76 453.41 439.89 446.54 242.12 458.87 446.48

Arizona 32.1 59.9 34.5 27.8 7.2 29.0 58.8 430.45 414.24 432.37 435.99 211.08 460.97 415.10

Arkansas 39.2 88.9 43.2 34.3 9.0 37.2 81.7 456.82 480.31 430.65 451.06 199.78 472.04 468.30

California 39.3 51.0 38.6 34.4 5.3 35.1 50.5 534.64 493.96 574.27 559.28 245.49 579.77 505.74

Colorado 35.9 53.2 36.6 32.8 5.6 34.2 56.1 459.16 451.57 457.15 461.40 219.72 473.92 448.82

Connecticut 31.2 45.2 30.9 29.2 7.3 29.7 48.2 440.47 425.53 434.74 443.85 195.20 459.18 430.55

Delaware 31.3 60.6 40.2 28.4 7.3 32.2 61.9 453.47 464.19 450.56 451.29 210.59 471.77 460.52

District of Columbia 24.6 66.6 35.2 20.5 6.0 20.0 59.4 449.55 445.37 451.24 450.84 241.19 473.76 446.08

Florida 33.2 50.4 37.0 28.0 7.2 30.9 51.4 435.72 426.14 434.88 440.97 212.86 465.08 428.73

Georgia 36.7 72.4 37.1 31.6 6.4 31.9 70.2 462.47 471.03 437.91 459.92 226.18 475.45 463.76

Hawaii 32.9 47.6 33.5 27.3 6.4 25.8 48.8 485.28 460.22 531.91 501.34 233.07 520.63 463.00

Idaho 35.5 76.7 36.3 32.0 8.1 35.0 73.6 456.53 474.66 408.89 453.31 201.68 469.58 463.95

Illinois 25.5 42.9 27.9 23.2 6.5 24.2 43.5 433.43 418.55 422.47 437.26 200.76 452.12 432.32

Indiana 31.9 71.0 36.4 29.6 7.4 33.5 68.2 448.47 466.01 440.25 446.10 195.59 461.95 462.06

Iowa 38.9 74.8 40.7 35.8 7.7 39.1 71.6 464.17 482.43 457.10 461.06 197.22 472.39 475.48

Kansas 35.9 64.8 33.5 33.4 8.0 37.0 64.3 457.14 470.73 443.46 454.95 200.47 469.62 466.23

Kentucky 35.3 82.6 38.0 31.7 9.5 30.9 73.8 443.18 464.74 422.20 439.19 188.17 460.52 445.15

Louisiana 34.2 82.2 38.1 28.7 7.1 29.0 74.2 439.91 456.42 432.52 434.70 215.71 451.55 446.93

Maine 42.8 84.9 39.6 39.7 15.1 39.0 79.7 456.19 482.25 443.19 452.20 172.82 465.89 471.68

Maryland 28.2 44.3 34.5 25.2 6.1 26.1 47.3 449.29 434.76 453.44 454.01 234.96 468.90 442.24

Massachusetts 36.8 53.7 42.2 30.7 11.0 34.3 53.2 499.21 505.47 524.21 494.36 197.21 511.33 507.67

Michigan 31.7 55.2 36.7 29.8 7.9 31.7 56.8 460.28 466.85 451.88 459.40 197.66 473.72 467.70

Minnesota 31.4 44.8 29.9 29.3 7.6 32.5 44.7 446.44 454.08 439.23 444.70 187.83 459.64 449.80

Mississippi 39.8 89.5 48.2 33.6 8.6 33.8 79.7 451.10 469.09 443.10 445.35 217.69 465.70 455.88

Missouri 36.2 72.9 39.1 33.3 8.7 35.5 69.2 448.62 470.26 417.92 445.18 197.15 459.40 459.77

Montana 38.4 80.6 38.7 35.2 7.4 36.1 76.2 462.24 484.14 453.76 458.49 233.40 468.93 468.35

Nebraska 39.4 71.7 34.7 36.3 7.8 39.8 67.9 461.19 474.91 428.52 458.90 199.89 470.27 468.73

Nevada 32.0 57.9 35.5 22.8 5.7 28.2 57.5 475.76 480.16 518.98 470.03 207.34 489.30 480.57

New Hampshire 37.0 63.1 35.6 35.4 15.4 36.3 65.4 451.06 433.10 452.14 453.01 193.02 471.19 452.23

New Jersey 32.0 42.9 39.3 28.9 6.5 30.5 45.7 463.03 440.66 466.30 472.27 228.71 491.95 447.83

New Mexico 38.7 73.5 35.6 32.6 7.1 31.8 68.8 432.67 423.54 411.83 436.57 209.73 454.83 423.76

New York 33.1 49.8 39.7 28.7 6.2 29.1 47.8 493.31 468.98 500.26 504.49 212.07 528.77 473.61

North Carolina 39.5 82.0 39.8 34.0 7.9 35.8 76.3 455.90 472.93 437.09 450.79 214.98 470.19 460.06

North Dakota 44.0 78.2 42.9 39.7 5.1 42.0 74.1 446.82 458.40 379.69 444.58 193.57 452.12 448.06

Ohio 28.8 58.5 35.3 26.9 6.7 28.3 57.5 440.94 450.46 426.69 439.77 195.66 452.15 449.33

Oklahoma 34.9 78.5 36.9 30.6 7.7 31.9 73.2 443.95 461.72 433.82 439.61 207.31 454.54 452.38

Oregon 34.6 56.1 36.3 31.4 5.9 33.1 57.0 458.63 453.12 425.66 460.53 222.61 470.62 452.99

Pennsylvania 29.1 61.8 35.7 26.1 8.2 27.3 57.6 456.14 489.29 450.92 448.99 192.23 469.20 474.65

Rhode Island 38.3 65.2 43.9 34.4 8.7 35.7 62.5 499.71 522.03 496.31 493.74 208.90 510.77 506.28

South Carolina 38.7 84.6 39.9 33.1 7.0 34.0 76.7 452.14 461.79 438.78 449.38 220.37 464.50 454.76

South Dakota 39.9 66.8 33.7 36.2 5.6 39.3 66.0 445.23 484.10 447.36 435.18 187.80 448.31 456.32

Tennessee 38.0 82.7 34.4 33.4 8.1 32.9 74.6 453.48 468.60 421.32 449.89 212.87 465.68 454.97

Texas 36.8 68.0 31.6 29.1 5.8 30.5 67.4 432.89 425.73 420.84 437.34 209.87 460.21 424.72

Utah 30.5 48.2 27.4 28.6 6.1 32.0 51.9 436.53 425.50 406.57 438.91 210.78 451.58 431.70

Vermont 45.9 83.7 54.0 42.5 11.3 43.4 79.7 495.35 518.00 491.77 491.45 198.49 506.73 500.41

Virginia 35.4 57.6 37.8 31.7 8.3 32.8 59.9 447.53 454.35 426.93 445.68 206.18 462.23 450.79

Washington 28.0 35.9 31.7 26.8 6.3 28.5 38.7 453.77 433.48 442.46 457.84 212.47 471.20 440.48

West Virginia 32.1 82.7 34.6 29.5 10.1 27.9 69.4 446.26 474.54 446.76 442.20 192.90 455.27 457.12

Wisconsin 35.2 66.5 36.7 32.3 6.8 36.2 63.5 455.08 466.56 441.86 453.08 188.17 465.38 464.17

Wyoming 39.3 85.2 39.5 36.0 8.2 37.4 79.7 454.40 477.42 424.13 450.71 195.90 460.44 466.17

Outlying area

Northern Mariana 

Islands 23.6 63.8 30.0 15.9 2.0 21.6 60.4 329.20 313.61 431.00 338.19 193.60 363.93 305.55

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.
7.E SSI: Recipient Characteristics

7.18 ♦ Annual Statistical Supplement, 2008

Table 7.E2—Percentage distribution of federally administered awards, by sex, age,

and eligibility category, 2007

Sex and age Total

Adults Blind and

disabled children a Aged Blind Disabled

All persons

Number 836,642 102,581 2,926 555,646 175,489

Percent 100.0 100.0 100.0 100.0 100.0

Percentage distribution by sex

Male 52.2 39.0 54.5 50.7 64.4

Female 47.8 61.0 45.5 49.3 35.6

Percentage distribution by age

Under 5 8.8 . . . . . . . . . 42.1

5–9 5.6 . . . . . . . . . 26.5

10–14 4.0 . . . . . . . . . 19.1

15–17 1.9 . . . . . . . . . 8.8

18–21 5.5 . . . 13.7 7.1 3.5

22–29 6.0 . . . 10.0 8.9 . . .

30–39 9.3 . . . 13.0 14.0 . . .

40–49 17.4 . . . 22.6 26.1 . . .

50–59 23.1 . . . 28.9 34.7 . . .

60–64 6.0 . . . 9.1 8.9 . . .

65–69 7.0 55.8 1.0 0.3 . . .

70–74 2.4 19.8 0.5 b . . .

75–79 1.5 12.2 0.4 b . . .

80 or older 1.5 12.1 0.7 b . . .

Male

Number 436,515 40,036 1,596 281,888 112,995

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 10.2 . . . . . . . . . 39.4

5–9 7.7 . . . . . . . . . 29.6

10–14 5.1 . . . . . . . . . 19.7

15–17 2.1 . . . . . . . . . 8.1

18–21 6.0 . . . 14.4 8.0 3.1

22–29 6.2 . . . 9.4 9.5 . . .

30–39 8.7 . . . 13.6 13.4 . . .

40–49 16.7 . . . 23.9 25.7 . . .

50–59 22.5 . . . 28.3 34.7 . . .

60–64 5.5 . . . 8.6 8.5 . . .

65–69 5.4 57.4 0.8 0.2 . . .

70–74 2.0 21.5 0.3 b . . .

75–79 1.1 12.2 0.5 b . . .

80 or older 0.8 8.9 0.3 b . . .

(Continued)
7.E SSI: Recipient Characteristics

Annual Statistical Supplement, 2008 ♦ 7.19

CONTACT: Clark Pickett (410) 965-9016 or supplement@ssa.gov.

Female

Number 400,127 62,545 1,330 273,758 62,494

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 7.3 . . . . . . . . . 46.8

5–9 3.3 . . . 0.1 . . . 20.9

10–14 2.8 . . . . . . . . . 17.9

15–17 1.6 . . . . . . . . . 10.1

18–21 4.9 . . . 12.9 6.1 4.3

22–29 5.7 . . . 10.8 8.3 . . .

30–39 10.0 . . . 12.3 14.6 . . .

40–49 18.2 . . . 21.0 26.6 . . .

50–59 23.9 . . . 29.6 34.7 . . .

60–64 6.4 . . . 9.5 9.3 . . .

65–69 8.8 54.8 1.4 0.3 . . .

70–74 2.9 18.8 0.9 b . . .

75–79 1.9 12.3 0.3 b . . .

80 or older 2.2 14.1 1.3 b . . .

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Includes students aged 18–21.

b. Less than 0.05 percent.

Table 7.E2—Percentage distribution of federally administered awards, by sex, age,

and eligibility category, 2007—Continued

Sex and age Total

Adults Blind and

disabled children a Aged Blind Disabled
7.E SSI: Recipient Characteristics

7.20 ♦ Annual Statistical Supplement, 2008

CONTACT: Art Kahn (410) 965-0186 or supplement@ssa.gov.

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

by sex, age, and eligibility category, December 2007

Sex and age All recipients

Adults Blind and disabled,

Aged Blind Disabled under age 18

All persons

Number 7,359,525 1,204,512 65,557 4,968,439 1,121,017

Percent 100.0 100.0 100.0 100.0 100.0

Percentage distribution by sex

Male 43.8 32.2 44.7 41.7 65.7

Female 56.2 67.8 55.3 58.3 34.3

Percentage distribution by age

Under 5 2.4 . . . . . . . . . 15.5

5–9 4.3 . . . . . . . . . 28.4

10–14 5.1 . . . . . . . . . 33.6

15–17 3.4 . . . . . . . . . 22.5

18–21 4.2 . . . 5.4 6.2 . . .

22–29 7.3 . . . 13.2 10.6 . . .

30–39 8.7 . . . 13.2 12.8 . . .

40–49 13.9 . . . 16.7 20.4 . . .

50–59 16.3 . . . 19.0 23.9 . . .

60–64 7.0 . . . 8.3 10.2 . . .

65–69 7.1 15.0 6.8 6.9 . . .

70–74 6.6 21.8 5.7 4.5 . . .

75–79 5.7 23.6 4.8 2.7 . . .

80 or older 7.9 39.6 6.9 2.0 . . .

Male

Number 3,226,839 388,411 29,316 2,072,818 736,294

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 3.1 . . . . . . . . . 13.6

5–9 6.7 . . . . . . . . . 29.2

10–14 7.9 . . . . . . . . . 34.8

15–17 5.1 . . . . . . . . . 22.4

18–21 5.7 . . . 6.6 8.7 . . .

22–29 8.9 . . . 15.5 13.6 . . .

30–39 9.2 . . . 15.1 14.1 . . .

40–49 13.4 . . . 18.8 20.6 . . .

50–59 14.8 . . . 18.9 22.7 . . .

60–64 5.7 . . . 7.4 8.8 . . .

65–69 5.7 17.4 5.9 5.6 . . .

70–74 5.1 24.8 4.5 3.3 . . .

75–79 4.2 25.1 3.4 1.7 . . .

80 or older 4.5 32.7 3.8 0.9 . . .

Female

Number 4,132,686 816,101 36,241 2,895,621 384,723

Percent 100.0 100.0 100.0 100.0 100.0

Under 5 1.8 . . . . . . . . . 19.3

5–9 2.5 . . . . . . . . . 26.8

10–14 2.9 . . . . . . . . . 31.4

15–17 2.1 . . . . . . . . . 22.6

18–21 3.1 . . . 4.5 4.3 . . .

22–29 6.0 . . . 11.2 8.4 . . .

30–39 8.4 . . . 11.7 11.8 . . .

40–49 14.3 . . . 15.0 20.2 . . .

50–59 17.5 . . . 19.1 24.7 . . .

60–64 7.9 . . . 9.0 11.2 . . .

65–69 8.3 13.8 7.5 7.8 . . .

70–74 7.8 20.4 6.6 5.3 . . .

75–79 6.9 23.0 6.0 3.4 . . .

80 or older 10.5 42.9 9.4 2.8 . . .

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.
7.E SSI: Recipient Characteristics

Annual Statistical Supplement, 2008 ♦ 7.21

CONTACT: Arthur Kahn (410) 965-0186 or supplement@ssa.gov.

CONTACT: Arthur Kahn (410) 965-0186 or supplement@ssa.gov.

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

administered payments, by eligibility category and age, December 2007

Category and age

Number Percentage distribution

Total

With

representative

payee

Without

representative

payee Total

With

representative

payee

Without

representative

payee

Total 7,359,525 2,723,953 4,635,572 100.0 37.0 63.0

Category

Aged 1,204,512 43,953 1,160,559 100.0 3.6 96.4

Blind a

a. Includes 15,900 persons aged 65 or older.

71,727 19,410 52,317 100.0 27.1 72.9

Disabled b

b. Includes 796,200 persons aged 65 or older.

6,083,286 2,660,590 3,422,696 100.0 43.7 56.3

Age

Under 18 1,121,017 1,120,102 915 100.0 99.9 0.1

18–64 4,221,920 1,444,375 2,777,545 100.0 34.2 65.8

65 or older 2,016,588 159,476 1,857,112 100.0 7.9 92.1

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

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

living arrangement, eligibility category, and age, December 2007

Living arrangement a

a. As defined for determination of federal SSI payment standards.

Number

Category Age

Aged Blind b

b. Includes 15,900 persons aged 65 or older.

Disabled c

c. Includes 796,200 persons aged 65 or older.

Under 18 18–64 65 or older

Total

Number 7,359,525 1,204,512 71,727 6,083,286 1,121,017 4,221,920 2,016,588

Percent 100.0 100.0 100.0 100.0 100.0 100.0 100.0

Own household 93.2 90.0 91.7 93.9 94.5 93.5 91.9

Another’s household 4.9 8.5 6.0 4.2 4.1 4.8 5.8

Institutional care covered by Medicaid 1.8 1.5 2.3 1.9 1.4 1.7 2.4

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.

NOTE: Totals do not necessarily equal the sum of rounded components.
7.E SSI: Recipient Characteristics

7.22 ♦ Annual Statistical Supplement, 2008

CONTACT: Alfreda Brooks (410) 965-9849 or supplement@ssa.gov.

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

recipients, by eligibility category, December 1982–2007, selected years

Year

All noncitizens Aged Blind and disabled

Number

Percentage of

total SSI Number

Percentage of

total SSI Number

Percentage of

total SSI

1982 127,900 3.3 91,900 5.9 36,000 1.6

1985 210,800 5.1 146,500 9.7 64,300 2.4

1990 435,600 9.0 282,400 19.4 153,200 4.6

1991 519,660 10.2 329,690 22.5 189,970 5.2

1992 601,430 10.8 372,930 25.4 228,500 5.6

1993 683,150 11.4 416,420 28.2 266,730 5.9

1994 738,140 11.7 440,000 30.0 298,140 6.2

1995 785,410 12.1 459,220 31.8 326,190 6.3

1996 724,990 11.0 417,360 29.5 307,630 5.9

1997 650,830 10.0 367,200 27.0 283,630 5.5

1998 669,630 10.2 364,980 27.4 304,650 5.8

1999 684,930 10.4 368,330 28.2 316,600 6.0

2000 692,590 10.5 364,470 28.3 328,120 6.2

2001 695,650 10.4 364,550 28.9 331,100 6.1

2002 703,515 10.4 364,827 29.1 338,688 6.1

2003 696,772 10.1 356,298 28.9 340,474 6.0

2004 676,979 9.7 342,220 28.3 334,759 5.8

2005 680,397 9.6 344,166 28.3 336,231 5.7

2006 674,250 9.3 339,073 28.0 335,177 5.6

2007 663,210 9.0 330,665 27.5 332,545 5.4

SOURCE: Social Security Administration, Supplemental Security Record (Characteristic Extract Record format), 100 percent data.
Medicare

Trust Funds 8.1

Enrollment, Utilization, and

 Reimbursement 8.5

Participating Facilities 8.28

Medicaid

Recipients 8.34

State Data 8.38

Section 8.

Health Care Programs

8.A Medicare: Trust Funds

Annual Statistical Supplement, 2008 ♦ 8.1

Table 8.A1—Hospital Insurance, calendar years 1966–2007 (in millions of dollars)

Year

Receipts Expenditures

Trust fund

assets

at end

Total of year

Payroll

taxes

Income

from

taxation

of

benefits

Transfers

from

Railroad

Retirement

account

Reimbursements from 

general revenues for—

Premiums

from

voluntary

enrollees

Interest on

investments

and other

income a,b Total

Benefit

payments b,c

Administrative 

expenses

Uninsured

persons

Military

wage

credits Amount d

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 e 141 9 746 13,679 13,340 339 2.5 10,605

1977 15,856 14,114 . . . f e 803 g 143 12 784 16,019 15,737 283 1.8 10,442

1978 19,213 17,324 . . . f 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 h 8,164

1983 44,570 37,259 . . . 358 878 i 3,456 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 j -719 41 3,362 48,414 47,580 834 1.8 h 20,499

1986 59,267 54,583 . . . 364 566 91 43 3,619 50,422 49,758 664 1.3 h 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 k -993 122 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 l 12,531 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 m -2,293 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 n 133,990 1,782 1.3 120,419

1999 151,597 132,306 6,552 430 652 71 1,447 10,139 130,632 n 128,766 1,866 1.4 141,385

(Continued)
8.A Medicare: Trust Funds

8.2 ♦ Annual Statistical Supplement, 2008

CONTACT: Clare McFarland (410) 786-6390 or supplement@ssa.gov.

2000 167,185 144,351 8,787 465 470 2 1,382 11,729 131,095 n 128,458 2,636 2.1 177,475

2001 174,630 151,994 7,533 470 453 o -1,175 1,370 13,986 143,379 n 141,183 2,195 1.6 208,726

2002 178,631 152,708 8,316 425 442 0 1,626 15,114 152,526 n 149,944 2,582 1.7 234,831

2003 175,812 149,242 8,318 426 393 0 1,604 15,828 154,616 n 152,084 2,533 1.7 256,026

2004 183,890 156,484 8,577 419 365 173 1,915 15,956 170,587 167,554 3,033 1.8 269,329

2005 199,374 171,384 8,765 445 286 0 2,416 16,078 182,933 180,013 2,920 1.6 285,770

2006 211,515 181,274 10,319 471 408 0 2,645 16,398 191,933 188,989 2,944 1.6 305,352

2007 223,717 191,855 10,593 483 468 0 2,841 17,477 203,058 200,151 2,907 1.5 326,011

SOURCE: 2008 Annual Report of the Boards of Trustees of the Federal Hospital Insurance and Federal Supplementary Medical Insurance Trust Funds, Table llI.B4, and 

analogous tables from earlier annual reports. Because the table published in the 2008 Annual Report displays dollars rounded to the tenths of billions, an analogous 

unpublished table displaying dollars rounded to the millions was also used.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable; HI = Hospital Insurance; SMI = Supplementary Medical Insurance.

a. Other income includes recoveries of amounts reimbursed from the trust fund that are not obligations of the trust fund, receipts from the fraud and abuse control program (beginning in 1997), and a small amount of miscellaneous income.

b. Values after 2005 include additional premiums for Medicare Advantage (MA) plans that are deducted from beneficiaries’ Social Security checks. These additional premiums are beneficiary obligations and occur when a beneficiary chooses an MA plan whose monthly plan payment exceeds the benchmark amount. Beneficiaries 

subject to such premiums may choose to either reimburse the plans directly or have the premiums deducted from their Social Security checks. The premiums 

deducted from the Social Security checks are transferred to the HI and SMI trust funds and then transferred from the trust funds to the plans.

c. Includes costs of Peer Review Organizations from 1983 to 2001 (beginning with the implementation of the Prospective Payment System on October 1, 1983) and 

costs of Quality Improvement Organizations beginning in 2002.

d. Includes costs of experiments and demonstration projects. Beginning in 1997, includes fraud and abuse control expenses, as provided for by Public Law

(P.L.) 104-91.

e. 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.

f. 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.

g. Includes $2 million in reimbursement from general revenues for costs arising from the granting of deemed wage credits to persons of Japanese ancestry who were 

interned during World War II.

h. 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.

i. The lump-sum general revenue transfer, as provided for by section 151 of P.L. 98-21.

j. Includes the lump-sum general revenue adjustment of -$805 million, as provided for by section 151 of P.L. 98-21.

k. Includes the lump-sum general revenue adjustment of -$1,100 million, as provided for by section 151 of P.L. 98-21.

l. Includes $1,805 million transfer from the SMI catastrophic coverage reserve fund, as provided for by P.L. 102-394.

m. Includes the lump-sum general revenue adjustment of -$2,366 million, as provided for by section 151 of P.L. 98-21.

n. Includes monies transferred to the SMI trust fund for home health agency costs, as provided for by P.L. 105-33.

o. Includes the lump-sum general revenue adjustment of -$1,177 million, as provided for by section 151 of P.L. 98-21.

Table 8.A1—Hospital Insurance, calendar years 1966–2007 (in millions of dollars)—Continued

Year

Receipts Expenditures

Trust fund

assets

at end

Total of year

Payroll

taxes

Income

from

taxation

of

benefits

Transfers

from

Railroad

Retirement

account

Reimbursements from 

general revenues for—

Premiums

from

voluntary

enrollees

Interest on

investments

and other

income a,b Total

Benefit

payments b,c

Administrative 

expenses

Uninsured

persons

Military

wage

credits Amount d

Percentage

of

benefit

payments
8.A Medicare: Trust Funds

Annual Statistical Supplement, 2008 ♦ 8.3

Table 8.A2—Supplementary Medical Insurance, calendar years 1966–2007 (in millions of dollars)

Year

Receipts Expenditures

Trust fund

assets

at end

of year a Total

Premiums from participants b

Government

contributions c

Transfers

from

states d

Interest

and other

income e,f Total

Benefit

payments f,g,h

Administrative 

expenses

Subtotal

Part B

Part D b Amount

Percentage of

benefit

Aged Disabled 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 i 3,722 i 3,356 i 366 . . . i 11,291 . . . 361 14,028 13,113 915 7.0 5,877

1982 16,580 i 3,697 i 3,341 i 356 . . . i 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 j 7,409 j 6,747 j 661 . . . j 23,560 . . . 876 31,740 30,820 921 3.0 8,394

1988 35,825 j 8,761 j 7,983 j 778 . . . j 26,203 . . . 861 35,229 33,970 1,260 3.7 8,990

1989 k 44,349 k,l 12,263 9,793 993 . . . 30,852 . . . k 1,234 k 39,783 38,294 k 1,489 3.9 k 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 m 14,077 m 12,814 m 1,263 . . . m 41,359 . . . 1,801 50,830 49,260 1,570 3.2 24,235

1993 57,679 m 14,193 m 12,731 m 1,462 . . . m 41,465 . . . 2,021 57,783 n 55,784 2,000 3.6 24,131

1994 55,608 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 o 20,933 o 18,594 o 2,338 . . . o 64,068 . . . 2,711 77,630 p 76,125 1,505 2.0 46,212

1999 80,902 o 18,967 o 16,604 o 2,362 . . . o 59,095 . . . 2,841 82,327 p 80,724 1,603 2.0 44,787

(Continued)
8.A Medicare: Trust Funds

8.4 ♦ Annual Statistical Supplement, 2008

CONTACT: Suzanne Codespote (410) 786-7737 or supplement@ssa.gov.

2000 89,903 20,555 17,892 2,664 . . . o 65,898 . . . 3,450 90,663 p 88,893 1,770 2.0 44,027

2001 98,629 22,764 19,905 2,859 . . . 72,793 . . . 3,071 101,386 p 99,663 1,723 1.7 41,270

2002 106,196 25,066 21,610 3,456 . . . 78,338 . . . 2,792 113,165 p 110,969 2,196 2.0 34,301

2003 115,796 27,402 23,546 3,856 . . . 86,402 . . . 1,992 126,144 p 123,825 2,318 1.9 23,953

2004 133,787 31,435 26,737 4,699 . . . 100,858 . . . 1,495 138,311 135,418 2,893 2.1 19,430

2005 158,089 37,535 31,722 5,813 . . . 119,189 . . . 1,365 153,511 150,326 3,185 2.1 24,008

2006 225,538 q 46,350 36,346 6,507 q 3,497 171,910 5,474 1,804 216,427 q 213,058 3,369 1.6 33,119

2007 238,207 r 50,642 39,676 7,096 r 3,869 178,404 6,907 2,254 228,462 r 225,061 3,401 1.5 42,864

SOURCES: 2008 Annual Report of the Boards of Trustees of the Federal Hospital Insurance and Federal Supplementary Medical Insurance Trust Funds, Table lIl.C1, 

analogous tables from earlier annual reports, and unpublished Treasury reports. Because the table published in the 2008 Annual Report displays dollars rounded to the 

tenths of billions, an analogous unpublished table displaying dollars rounded to the millions was also used.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable; SMI = Supplementary Medical Insurance; HI = Hospital Insurance.

a. The financial status of SMI depends on both the assets and the liabilities of the trust fund.

b. For Part D, premiums include both amounts withheld from Social Security benefit checks (and other certain Federal benefit payments) and amounts paid directly to 

Part D plans; the premiums paid directly to Part D plans are not displayed on Treasury statements and are estimated.

c. For Part B, includes matching payments from the general fund, plus certain interest-adjustment items. For Part D, includes all federal government transfers, including 

amounts for the general subsidy, reinsurance, employer drug subsidy, low-income subsidy, administrative expenses, risk sharing, and state expenses for making lowincome eligibility determinations. Includes amounts for the transitional assistance benefits in 2004–2007.

d. With the availability of Part D drug coverage and low-income subsidies beginning in 2006, Medicaid is no longer the primary payer for full-benefit dual eligibles. States 

are subject to a contribution requirement and must pay the Part D account in the SMI trust fund a portion of their estimated forgone drug costs for this population. 

Starting in 2006, states must pay 90 percent of the estimated costs, with this percentage phasing down over a 10-year period, to 75 percent in 2015 and later.

e. Other income includes recoveries of amounts reimbursed from the trust fund that are not obligations of the trust fund and other miscellaneous income.

f. Values after 2005 include additional premiums for Medicare Advantage (MA) plans that are deducted from beneficiaries’ Social Security checks. These additional premiums are beneficiary obligations and occur when a beneficiary chooses an MA plan whose monthly plan payment exceeds the benchmark amount. Beneficiaries 

subject to such premiums may choose to either reimburse the plans directly or have the premiums deducted from their Social Security checks. The premiums 

deducted from the Social Security checks are transferred to the HI and SMI trust funds and then transferred from the trust funds to the plans.

g. Includes costs of Peer Review Organizations from 1983 to 2001 and costs of Quality Improvement Organizations beginning in 2002.

h. For Part D, includes payments to plans, subsidies to employer-sponsored retiree prescription drug plans, payments to states for making low-income eligibility determinations, Part D drug premiums collected from beneficiaries and transferred to Medicare Advantage plans and private drug plans, and premium amounts paid directly 

by enrollees to plans. (The last item is on an estimated basis; see footnote b.) Includes amounts for the transitional assistance benefits in 2004–2007.

i. Section 708 of Title VII of the Social Security Act modified the provisions for the delivery of Social Security benefit checks when the regularly designated delivery day 

falls on a Saturday, Sunday, or legal public holiday. Delivery of benefit checks normally due January 1982 occurred on December 31, 1981. Consequently, the SMI 

premiums withheld from the checks ($264 million) and the associated general revenue contributions ($883 million) were added to the SMI trust fund on December 31, 

1981. These amounts are excluded from the premium income and general revenue income for calendar year 1982.

j. Delivery of benefit checks normally due January 1988 occurred on December 31, 1987. Consequently, the SMI premiums withheld from the checks ($692 million) and 

the associated general revenue contributions ($2,178 million) were added to the SMI trust fund on December 31, 1987. These amounts are excluded from the premium income and general revenue income for calendar year 1988 (see footnote i).

k. Includes the impact of the Medicare Catastrophic Coverage Act of 1988 as provided for by Public Law (P.L.) 100-360.

l. Catastrophic coverage premiums—$1.5 billion—not distributed between aged and disabled enrollees are included in total.

m. Delivery of benefit checks normally due January 1993 occurred on December 31, 1992. Consequently, the SMI premiums withheld from the checks ($1,089 million) 

and the associated general revenue contributions ($3,175 million) were added to the SMI trust fund on December 31, 1992. These amounts are excluded from the 

premium income and general revenue income for calendar year 1993 (see footnote i).

n. Includes the impact of the transfer to the Hospital Insurance (HI) trust fund of the SMI catastrophic coverage reserve fund on March 31, 1993, as specified in P.L. 102-

394. Actual benefit payments for 1993 were $53,979 million, and the amount transferred was $1,805 million.

o. Delivery of benefit checks normally due January 1999 occurred on December 31, 1998. Consequently, the SMI premiums withheld from the checks ($1,512 million) 

and the associated general revenue contributions ($4,711 million) were added to the SMI trust fund on December 31, 1998. These amounts are excluded from the 

premium income and general revenue income for calendar year 1999 (see footnote i).

p. Benefit payments less monies transferred from the HI trust fund for home health agency costs, as provided for by P.L. 105-33.

q. Includes an estimated $2,312 million for premiums paid directly to Part D plans. See also footnotes b and h. Estimates for 2006 are revised.

r. Includes an estimated $2,203 million for premiums paid directly to Part D plans. See also footnotes b and h.

Table 8.A2—Supplementary Medical Insurance, calendar years 1966–2007 (in millions of dollars)—Continued

Year

Receipts Expenditures

Trust fund

assets

at end

of year a Total

Premiums from participants b

Government

contributions c

Transfers

from

states d

Interest

and other

income e,f Total

Benefit

payments f,g,h

Administrative 

expenses

Subtotal

Part B

Part D b Amount

Percentage of

benefit

Aged Disabled payments
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.5

Table 8.B1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Aged persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 

1967–2006

Type of coverage and service 1967 1980 1990 2000 2005 2006

Persons enrolled (fee-for-service and managed care) (thousands)

Hospital Insurance and/or Supplementary Medical Insurance 19,521 25,515 30,948 34,261 35,777 36,317

Hospital Insurance 19,494 25,104 30,464 33,841 35,407 35,953

Supplementary Medical Insurance 17,893 24,680 29,685 32,602 33,780 34,183

Persons enrolled (fee-for-service only) (thousands)

Hospital Insurance and/or Supplementary Medical Insurance -- -- -- 27,833 30,399 29,622

Hospital Insurance -- -- -- 27,422 30,033 29,263

Supplementary Medical Insurance -- -- -- 26,174 28,402 27,490

Persons served (thousands) a

Hospital Insurance and/or Supplementary Medical Insurance 7,154 16,271 24,809 25,486 28,071 27,603

Hospital Insurance 3,960 6,024 6,367 6,361 7,016 6,843

Inpatient hospital 3,601 5,951 5,906 5,975 6,455 6,230

Skilled nursing services 354 248 615 1,390 1,719 1,707

Home health services b 126 675 1,818 1,325 1,574 1,539

Hospice services c . . . . . . -- 514 825 890

Supplementary Medical Insurance 6,523 16,099 24,687 25,256 27,816 27,326

Physicians’ and other medical services 6,415 15,627 24,193 24,846 27,468 26,952

Outpatient services 1,511 6,629 14,055 18,159 20,436 20,009

Home health services b 118 302 38 1,081 1,214 1,291

Persons served per 1,000 enrollees

Hospital Insurance and/or Supplementary Medical Insurance 367 638 802 916 923 932

Hospital Insurance 203 240 209 232 234 234

Inpatient hospital 185 237 94 218 215 213

Skilled nursing services 18 10 21 51 57 58

Home health services b 7 27 60 48 52 53

Hospice services c . . . . . . -- 19 27 30

Supplementary Medical Insurance 365 652 832 965 979 994

Physicians’ and other medical services 359 633 815 949 967 980

Outpatient services 77 269 474 694 720 728

Home health services b 7 12 1 41 43 47

Amount reimbursed (millions of dollars)

Hospital Insurance and/or Supplementary Medical Insurance 4,239 29,134 88,778 148,488 227,594 232,468

Hospital Insurance 2,967 20,353 54,244 87,549 125,993 127,855

Inpatient hospital 2,659 19,583 48,952 72,041 95,557 94,767

Skilled nursing services 274 331 1,886 10,066 17,666 18,978

Home health services b 26 440 3,406 2,679 5,333 5,396

Hospice services c . . . . . . -- 2,763 7,436 8,714

Supplementary Medical Insurance 1,272 8,871 34,533 60,939 101,601 104,613

Physicians’ and other medical services 1,224 7,361 27,379 44,506 70,111 71,342

Outpatient services 38 1,261 7,077 12,588 25,385 26,258

Home health services b 17 159 78 3,845 6,106 7,013

Amount reimbursed per person served (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 592 1,791 3,578 5,826 8,108 8,422

Hospital Insurance 749 3,379 8,520 13,763 17,958 18,684

Inpatient hospital 738 3,291 8,289 12,057 14,804 15,212

Skilled nursing services 774 1,336 3,068 7,242 10,277 11,118

Home health services b 204 652 1,874 2,022 3,388 3,507

Hospice services c . . . . . . -- 5,375 9,015 9,791

Supplementary Medical Insurance 195 545 1,399 2,413 3,653 3,828

Physicians’ and other medical services 191 471 1,132 1,791 2,552 2,647

Outpatient services 25 190 503 693 1,242 1,312

Home health services b 145 526 2,033 3,557 5,030 5,433

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.6 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Amount reimbursed per enrollee (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 217 1,142 2,869 5,335 7,487 7,848

Hospital Insurance 152 811 1,781 3,193 4,195 4,369

Inpatient hospital 137 780 1,607 2,627 3,182 3,238

Skilled nursing services 14 13 62 367 588 649

Home health services b 1 18 112 98 178 184

Hospice services c . . . . . . -- 101 248 298

Supplementary Medical Insurance 71 356 1,163 2,328 3,577 3,805

Physicians’ and other medical services 69 298 922 1,700 2,469 2,595

Outpatient services 2 51 238 481 894 955

Home health services b 1 6 3 147 215 255

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Measurement of the use of services represents those persons receiving a reimbursed service under the original (or fee-for-service) Medicare plan. Amount 

reimbursed represents payments recorded on fee-for-service claims only and excludes nonbilling reimbursements, such as end-of-year cost settlements and premiums 

paid to managed care plans. For all years, total enrollment as of July 1 in the original (or fee-for-service) Medicare program as well as those enrolled in alternative prepaid 

plans, such as Medicare managed care, are shown. Beginning in 2000, data for the original fee-for-service enrollment population are shown separately, as they provide a 

more accurate population for denominators for computing persons served per 1,000 enrollees and average fee-for-service reimbursement per enrollee.

. . . = not applicable; -- = not available.

a. Does not reflect beneficiaries who received covered services, but for whom no program payments were reported. Totals by type of service do not equal the sum of 

components because one beneficiary may have used several types of services.

b. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that, effective January 1998, coverage for the majority of home health services not associated with a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. The 

HI program will cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to December 1997, 

home health agency services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund reports.

c. The hospice care benefit was enacted in 1982. Therefore, for calendar years 1967 and 1980, hospice services were not applicable.

Table 8.B1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Aged persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 

1967–2006—Continued

Type of coverage and service 1967 1980 1990 2000 2005 2006
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.7

Table 8.B2—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Disabled persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 

1974–2006

Type of coverage and service 1974 1980 1990 2000 2005 2006

Persons enrolled (fee-for-service and managed care) (thousands)

Hospital Insurance and/or Supplementary Medical Insurance 1,928 2,963 3,255 5,371 6,723 7,022

Hospital Insurance 1,928 2,963 3,255 5,370 6,722 7,022

Supplementary Medical Insurance 1,745 2,719 2,943 4,768 5,951 6,215

Persons enrolled (fee-for-service only) (thousands)

Hospital Insurance and/or Supplementary Medical Insurance -- -- -- 4,907 6,286 6,225

Hospital Insurance -- -- -- 4,907 6,285 6,225

Supplementary Medical Insurance -- -- -- 4,304 5,514 5,418

Persons served (thousands) a

Hospital Insurance and/or Supplementary Medical Insurance 792 1,760 2,390 4,096 5,436 5,461

Hospital Insurance 400 728 680 964 1,291 1,227

Inpatient hospital 397 721 644 942 1,255 1,237

Skilled nursing services 8 9 23 78 128 131

Home health services b 15 51 122 119 178 175

Hospice services c . . . . . . -- 27 46 49

Supplementary Medical Insurance 740 1,723 2,365 4,057 5,384 5,406

Physicians’ and other medical services 691 1,631 2,249 3,917 5,241 5,254

Outpatient services 296 909 1,496 2,870 3,987 4,001

Home health services b 9 25 d 110 156 169

Persons served per 1,000 enrollees

Hospital Insurance and/or Supplementary Medical Insurance 411 594 734 835 865 877

Hospital Insurance 208 246 209 196 205 197

Inpatient hospital 206 243 198 192 200 199

Skilled nursing services 4 3 7 16 20 21

Home health services b 8 17 38 24 28 28

Hospice services c . . . . . . -- 6 7 8

Supplementary Medical Insurance 424 634 804 943 976 998

Physicians’ and other medical services 396 600 764 910 950 970

Outpatient services 170 334 508 667 723 738

Home health services b 5 9 d 26 28 31

Amount reimbursed (millions of dollars)

Hospital Insurance and/or Supplementary Medical Insurance 1,049 4,478 11,239 25,773 46,550 48,204

Hospital Insurance 694 2,765 6,694 14,114 23,399 24,061

Inpatient hospital 681 2,714 6,346 13,156 21,091 21,582

Skilled nursing services 7 13 85 555 1,297 1,409

Home health services b 6 38 264 239 583 583

Hospice services c . . . . . . -- 164 428 487

Supplementary Medical Insurance 355 1,713 4,545 11,660 23,151 24,142

Physicians’ and other medical services 206 997 2,831 6,968 13,727 13,963

Outpatient services 145 701 1,714 4,198 8,547 9,153

Home health services b 3 16 d 493 877 1,026

Amount reimbursed per person served (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 1,324 2,544 4,703 6,292 8,563 8,826

Hospital Insurance 1,735 3,798 9,847 14,641 18,124 18,841

Inpatient hospital 1,714 3,765 9,849 13,966 16,808 17,442

Skilled nursing services 936 1,571 3,702 7,115 10,127 10,757

Home health services b 399 733 2,156 2,008 3,280 3,327

Hospice services c . . . . . . -- 6,074 9,223 9,882

Supplementary Medical Insurance 479 994 1,922 2,874 4,229 4,466

Physicians’ and other medical services 298 611 1,259 1,779 2,619 2,658

Outpatient services 490 771 1,146 1,463 2,144 2,288

Home health services b 345 619 d 4,482 5,631 6,077

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Amount reimbursed per enrollee (dollars)

Hospital Insurance and/or Supplementary Medical Insurance 544 1,511 3,453 5,252 7,405 7,744

Hospital Insurance 360 933 2,057 2,876 3,723 3,865

Inpatient hospital 353 916 1,950 2,681 3,356 3,467

Skilled nursing services 4 4 26 113 206 226

Home health services b 3 13 81 49 93 94

Hospice services c . . . . . . -- 33 68 78

Supplementary Medical Insurance 208 630 1,544 2,709 4,199 4,456

Physicians’ and other medical services 118 639 962 1,619 2,489 2,577

Outpatient services 83 258 582 975 1,550 1,689

Home health services b 2 5 d 115 159 189

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Measurement of the use of services represents those persons receiving a reimbursed service under the original (or fee-for-service) Medicare plan. Amount 

reimbursed represents payments recorded on fee-for-service claims only and excludes nonbilling reimbursements, such as end-of-year cost settlements and premiums 

paid to managed care plans. For all years, total enrollment as of July 1 in the original (or fee-for-service) Medicare program as well as those enrolled in alternative prepaid 

plans, such as Medicare managed care, are shown. Beginning in 2000, data for the original fee-for-service enrollment population are shown separately, as they provide a 

more accurate population for denominators for computing persons served per 1,000 enrollees and average fee-for-service reimbursement per enrollee.

-- = not available; . . . = not applicable.

a. Does not reflect beneficiaries who received covered services, but for whom no program payments were reported. Totals by type of service do not equal the sum of 

components because one beneficiary may have used several types of services.

b. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that, effective January 1998, coverage for the majority of home health services not associated with a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. 

The HI program will cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to 

December 1997, home health agency services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund 

reports.

c. The hospice care benefit was enacted in 1982. Therefore, for calendar years 1974 and 1980, hospice services were not applicable.

d. Sample population too small to yield valid calculated results.

Table 8.B2—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Disabled persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 

1974–2006—Continued

Type of coverage and service 1974 1980 1990 2000 2005 2006
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.9

Table 8.B3a—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees aged 65 or older, by census division and state or other area, July 1, 1980–2007, selected 

years (in thousands)

Census division and state or area 1980 1990 1995 2000 2004 2005 2006 2007

Total

All areas 25,515 30,948 33,142 34,253 35,334 35,777 36,317 36,966

United States a 25,027 30,350 32,492 33,549 34,571 34,994 35,515 36,145

New England 1,506 1,734 1,816 1,838 1,843 1,843 1,859 1,883

Connecticut 362 436 455 458 458 457 459 464

Maine 142 165 174 180 186 188 191 195

Massachusetts 715 795 825 829 819 815 819 828

New Hampshire 103 126 139 147 156 160 163 168

Rhode Island 125 145 149 148 145 143 144 144

Vermont 59 68 72 76 79 80 82 84

Middle Atlantic 4,496 5,084 5,267 5,282 5,277 5,258 5,290 5,335

New Jersey 851 1,006 1,058 1,070 1,073 1,070 1,079 1,090

New York 2,128 2,280 2,328 2,347 2,365 2,353 2,368 2,390

Pennsylvania 1,516 1,798 1,881 1,865 1,839 1,835 1,843 1,855

East North Central 4,462 5,224 5,500 5,552 5,625 5,650 5,711 5,791

Illinois 1,238 1,401 1,446 1,440 1,452 1,455 1,467 1,486

Indiana 579 685 725 736 751 759 770 782

Michigan 916 1,101 1,177 1,203 1,226 1,231 1,248 1,268

Ohio 1,162 1,387 1,471 1,480 1,489 1,492 1,505 1,523

Wisconsin 567 650 683 693 707 713 721 731

West North Central 2,186 2,424 2,510 2,519 2,542 2,561 2,589 2,623

Iowa 387 422 432 427 426 427 430 434

Kansas 304 337 348 347 345 347 349 352

Minnesota 479 544 570 583 600 606 617 629

Missouri 639 706 733 736 744 751 760 771

Nebraska 205 221 228 227 227 228 230 232

North Dakota 81 91 94 93 92 92 92 93

South Dakota 91 102 106 106 108 110 111 113

South Atlantic 4,179 5,536 6,091 6,410 6,730 6,884 7,013 7,170

Delaware 59 80 90 97 104 108 110 114

District of Columbia 71 71 70 66 63 62 62 63

Florida 1,579 2,174 2,396 2,493 2,596 2,641 2,663 2,706

Georgia 499 636 700 750 799 831 859 887

Maryland 381 496 542 570 596 602 611 622

North Carolina 588 786 878 939 997 1,025 1,054 1,084

South Carolina 279 383 428 463 496 516 533 551

Virginia 490 645 714 761 808 827 845 865

West Virginia 233 264 274 271 271 272 274 277

East South Central 1,613 1,887 2,000 2,060 2,128 2,174 2,213 2,255

Alabama 428 508 541 558 573 584 592 601

Kentucky 402 459 482 491 504 514 524 533

Mississippi 280 313 325 330 339 343 347 352

Tennessee 503 607 652 681 712 732 750 769

West South Central 2,363 2,880 3,120 3,274 3,414 3,472 3,546 3,622

Arkansas 303 343 356 359 365 370 377 383

Louisiana 380 460 488 498 507 492 499 507

Oklahoma 361 412 432 438 445 451 457 463

Texas 1,318 1,665 1,845 1,979 2,097 2,159 2,213 2,269

Mountain 1,043 1,490 1,726 1,906 2,079 2,154 2,213 2,279

Arizona 295 456 536 591 645 674 689 709

Colorado 244 324 367 403 434 447 462 477

Idaho 95 121 134 144 157 163 168 174

Montana 85 106 114 119 124 126 129 133

Nevada 65 128 172 209 246 253 261 270

New Mexico 114 160 182 200 215 222 228 234

Utah 108 147 168 183 198 206 212 218

Wyoming 38 47 54 57 60 61 62 64

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.10 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 3,157 4,082 4,444 4,697 4,924 4,993 5,076 5,183

Alaska 11 22 28 35 41 42 44 46

California 2,346 2,990 3,241 3,436 3,592 3,628 3,678 3,750

Hawaii 74 118 138 151 159 162 165 168

Oregon 300 390 422 432 453 463 473 484

Washington 426 562 614 643 679 697 716 735

Unknown 22 10 18 11 10 6 5 4

Outlying areas 270 344 383 420 459 467 478 491

Puerto Rico 263 337 367 401 436 444 454 466

U.S. Virgin Islands 4 6 8 9 11 11 12 12

Other 3 1 8 10 12 12 12 13

Foreign countries 217 254 268 284 304 316 323 331

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Characterization of beneficiaries as to Medicare status and demographic categories may differ from that in other tables on enrollment because of differences in 

sources and methodology.

Totals do not necessarily equal the sum of rounded components.

a. Represents beneficiaries of the 50 states and the District of Columbia and beneficiaries with unknown residence.

Table 8.B3a—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees aged 65 or older, by census division and state or other area, July 1, 1980–2007, selected 

years (in thousands)—Continued

Census division and state or area 1980 1990 1995 2000 2004 2005 2006 2007
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.11

Table 8.B3b—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of disabled enrollees, by census division and state or other area, July 1, 1980–2007, selected years 

(in thousands)

Census division and state or area 1980 1990 1995 2000 2004 2005 2006 2007

Total

All areas 2,963 3,255 4,393 5,367 6,395 6,723 7,022 7,297

United States a 2,863 3,149 4,266 5,208 6,225 6,548 6,846 7,120

New England 141 156 228 285 335 349 364 379

Connecticut 31 33 47 58 67 69 71 73

Maine 16 18 27 36 45 47 49 51

Massachusetts 64 72 108 131 150 156 162 169

New Hampshire 9 11 17 23 30 32 34 36

Rhode Island 14 14 19 24 28 29 30 31

Vermont 7 7 10 13 15 16 17 18

Middle Atlantic 493 473 603 731 848 878 912 946

New Jersey 91 86 110 133 153 157 162 167

New York 237 229 302 368 414 423 437 450

Pennsylvania 165 158 190 230 281 297 313 329

East North Central 486 561 715 823 962 1,009 1,053 1,091

Illinois 113 132 172 195 226 236 246 255

Indiana 63 77 99 117 138 146 153 159

Michigan 118 132 170 200 240 251 263 272

Ohio 141 156 196 221 251 262 273 282

Wisconsin 50 64 79 90 107 113 119 124

West North Central 180 211 280 338 408 431 450 466

Iowa 29 34 43 50 59 62 64 66

Kansas 22 26 35 43 52 55 57 60

Minnesota 35 44 60 72 87 91 96 100

Missouri 67 75 100 124 152 162 169 175

Nebraska 14 16 22 26 32 33 35 36

North Dakota 6 7 910 11 12 12 13

South Dakota 7 8 11 13 15 15 16 16

South Atlantic 545 607 834 1,075 1,301 1,372 1,426 1,475

Delaware 7 8 11 15 19 20 21 23

District of Columbia 8 7 8 10 11 11 11 12

Florida 147 165 232 311 384 405 416 426

Georgia 88 96 134 166 196 208 216 223

Maryland 41 46 60 75 89 93 97 101

North Carolina 91 106 149 194 237 252 263 275

South Carolina 51 59 81 105 127 135 141 146

Virginia 68 77 105 132 158 166 173 179

West Virginia 43 44 55 67 80 83 87 90

East South Central 246 287 397 495 602 636 665 689

Alabama 63 74 101 127 160 171 180 188

Kentucky 62 75 105 132 156 164 171 178

Mississippi 46 53 72 88 107 111 114 117

Tennessee 76 85 119 148 179 190 199 206

West South Central 288 317 452 539 655 696 743 787

Arkansas 45 48 67 80 96 102 108 113

Louisiana 63 71 93 104 122 118 125 133

Oklahoma 41 39 56 69 84 91 97 102

Texas 139 159 236 286 353 386 413 439

Mountain 112 148 228 284 349 374 394 413

Arizona 34 42 66 84 109 119 126 131

Colorado 24 34 54 65 72 75 78 81

Idaho 9 11 16 21 27 29 31 33

Montana 9 12 16 18 21 22 22 23

Nevada 8 13 22 30 41 44 46 48

New Mexico 15 19 28 34 41 45 47 51

Utah 9 13 20 24 29 31 34 36

Wyoming 3 4 7 8 9 10 10 10

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.12 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 367 388 529 637 766 803 839 872

Alaska 2 3 5 7 9 10 10 11

California 284 289 392 465 550 573 597 619

Hawaii 7 9 11 15 19 19 20 21

Oregon 31 34 47 57 72 77 80 83

Washington 43 53 74 93 116 124 131 138

Unknown 4 2 1 1 2 1 1 1

Outlying areas 88 93 111 139 155 159 160 162

Puerto Rico 88 92 110 136 151 154 156 157

U.S. Virgin Islands -- 1 1 1 2 2 2 2

Other -- -- -- 2 2 2 3 3

Foreign countries 12 14 14 14 15 16 16 16

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Characterization of beneficiaries as to Medicare status and demographic categories may differ from that in other tables on enrollment because of differences in 

sources and methodology.

Totals do not necessarily equal the sum of rounded components.

-- = not available.

a. Represents beneficiaries of the 50 states and the District of Columbia and beneficiaries with unknown residence.

Table 8.B3b—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of disabled enrollees, by census division and state or other area, July 1, 1980–2007, selected years 

(in thousands)—Continued

Census division and state or area 1980 1990 1995 2000 2004 2005 2006 2007
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.13

Table 8.B4—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees aged 65 or older, by program, age, sex, and race, July 1, 1980–2007, selected years 

(in thousands)

Age, sex, and race 1980 1985 1990 1995 2000 2005 2006 2007

Hospital Insurance and/or Supplementary Medical Insurance

Total 25,515 28,176 30,948 33,142 34,253 35,783 36,317 36,966

Age

65–69 8,459 8,956 9,695 9,517 9,167 9,905 10,194 10,582

70–74 6,756 7,441 7,951 8,756 8,609 8,353 8,403 8,494

75–79 4,809 5,453 6,058 6,563 7,285 7,251 7,244 7,203

80–84 3,081 3,463 3,957 4,470 4,870 5,494 5,526 5,561

85 or older 2,410 2,861 3,286 3,837 4,322 4,780 4,951 5,125

Sex

Men 10,268 11,282 12,416 13,434 14,112 15,095 15,395 15,756

Women 15,247 16,894 18,532 19,708 20,141 20,688 20,922 21,210

Race

White 22,534 24,745 26,855 29,011 29,757 30,693 31,071 31,562

Black -- -- -- -- 2,721 2,932 2,994 3,060

All other races a 2,257 2,585 3,114 3,253 1,682 2,094 2,192 2,288

American Indian or 

Alaska Native -- -- -- -- 42 121 125 129

Asian or Pacific Islander -- -- -- -- 494 648 686 724

Hispanic -- -- -- -- 710 768 789 807

Other -- -- -- -- 436 557 592 629

Unknown 724 846 979 878 92 64 60 57

Hospital Insurance

Total 25,104 27,683 30,464 32,742 33,833 35,413 35,953 36,613

Age

65–69 8,302 8,818 9,565 9,411 9,074 9,811 10,102 10,495

70–74 6,592 7,292 7,829 8,652 8,505 8,274 8,324 8,418

75–79 4,731 5,315 5,947 6,483 7,189 7,176 7,170 7,133

80–84 3,072 3,403 3,872 4,409 4,806 5,432 5,464 5,502

85 or older 2,407 2,854 3,252 3,787 4,259 4,721 4,891 5,065

Sex

Men 10,156 11,146 12,280 13,310 13,979 14,975 15,277 15,641

Women 14,948 16,536 18,184 19,431 19,854 20,438 20,676 20,972

Race

White 22,244 24,424 26,591 28,822 29,570 30,544 30,925 31,421

Black -- -- -- -- 2,668 2,886 2,949 3,016

All other races a 2,160 2,444 2,931 3,127 1,507 1,922 2,021 2,122

American Indian or 

Alaska Native -- -- -- -- 40 117 122 125

Asian or Pacific Islander -- -- -- -- 406 559 595 636

Hispanic -- -- -- -- 656 716 736 756

Other -- -- -- -- 405 530 568 605

Unknown 699 815 942 792 87 60 57 53

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.14 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Supplementary Medical Insurance

Total 24,680 27,311 29,686 31,742 32,590 33,784 34,183 34,656

Age

65–69 8,156 8,607 9,008 8,830 8,330 8,852 9,039 9,286

70–74 6,570 7,277 7,740 8,430 8,256 7,949 7,986 8,062

75–79 4,684 5,333 5,942 6,431 7,088 7,042 7,025 6,976

80–84 2,981 3,381 3,879 4,392 4,782 5,367 5,394 5,427

85 or older 2,289 2,712 3,118 3,659 4,134 4,575 4,739 4,905

Sex

Men 9,868 10,852 11,758 12,694 13,205 14,000 14,222 14,483

Women 14,813 16,459 17,927 19,048 19,384 19,784 19,961 20,174

Race

White 21,876 24,060 25,849 27,899 28,432 29,113 29,387 29,736

Black -- -- -- -- 2,544 2,730 2,781 2,833

All other races a 2,114 2,441 2,910 3,028 1,542 1,898 1,976 2,051

American Indian or 

Alaska Native -- -- -- -- 39 110 114 117

Asian or Pacific Islander -- -- -- -- 470 604 635 664

Hispanic -- -- -- -- 665 711 727 740

Other -- -- -- -- 368 473 500 530

Unknown 691 810 927 815 71 43 40 36

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Characterization of beneficiaries as to Medicare status and demographic categories may differ from that in other tables on enrollment because of differences in 

sources and methodology.

Totals do not necessarily equal the sum of rounded components.

-- = not available.

a. Before 2000, black enrollees and members of other races were combined into “All other races.” In 1994, the Health Care Financing Administration expanded the race 

codes to include Hispanic, Asian or Pacific Islander, and American Indian or Alaska Native. There were a number of efforts during the 1990s to populate these codes 

and identify persons coded as “Unknown.” Consequently for 2000 and later, blacks are broken out separately from “All other races” and the detail for that category is 

shown.

Table 8.B4—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees aged 65 or older, by program, age, sex, and race, July 1, 1980–2007, selected years 

(in thousands)—Continued

Age, sex, and race 1980 1985 1990 1995 2000 2005 2006 2007
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.15

Table 8.B5—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees under age 65 who are disabled or have end-stage renal disease (ESRD), by program, age, 

sex, and race, July 1, 1980–2007, selected years

Age, sex, and race

1980 1990 2000 2006 2007

All

disabled

ESRD

only

All

disabled

ESRD

only

All

disabled

ESRD

only

All

disabled

Disabled

with ESRD

and ESRD

only

All

disabled

Disabled

with ESRD

and ESRD

only

Hospital Insurance and/or Supplementary Medical Insurance

Total 2,963,175 28,334 3,255,007 64,692 5,367,151 73,890 7,021,977 209,111 7,297,265 214,404

Age

Under 35 371,204 8,773 483,265 16,603 522,321 13,255 614,778 23,604 635,082 23,155

35–44 369,460 5,188 654,957 14,159 1,129,288 15,084 1,183,326 36,532 1,180,060 36,716

45–54 657,486 6,977 741,200 15,800 1,627,238 22,647 2,192,065 64,386 2,279,892 65,632

55–64 1,565,025 7,396 1,375,585 18,130 2,088,304 22,904 3,031,808 84,589 3,202,231 88,901

Sex

Men 1,870,558 14,547 2,042,944 33,647 3,014,107 40,062 3,745,171 121,747 3,865,632 125,138

Women 1,092,617 13,787 1,212,063 31,045 2,353,044 33,828 3,276,806 87,364 3,431,633 89,266

Race

White 2,422,253 19,232 2,480,767 35,638 3,989,357 35,636 5,164,158 94,124 5,344,992 95,589

Black -- -- -- -- 1,007,147 27,404 1,326,485 83,653 1,387,282 85,875

All other races a 486,677 7,907 712,315 26,477 355,310 37,820 515,186 29,930 549,703 31,330

American Indian 

or Alaska 

Native -- -- -- -- 23,379 739 54,671 3,126 57,136 3,147

Asian or Pacific 

Islander -- -- -- -- 41,384 2,143 73,290 6,129 79,792 6,421

Hispanic -- -- -- -- 200,808 4,087 257,192 13,767 275,153 14,825

Other -- -- -- -- 89,739 3,447 130,033 6,908 137,622 6,937

Unknown 54,245 1,195 61,925 2,577 15,337 434 16,148 1,404 15,288 1,610

Hospital Insurance

Total 2,963,156 28,334 3,254,983 64,677 5,366,598 73,890 7,021,504 209,066 7,296,749 214,363

Age

Under 35 371,199 8,773 483,262 16,601 522,123 13,255 614,715 23,591 635,019 23,150

35–44 369,458 5,188 654,953 14,157 1,129,170 15,084 1,183,238 36,519 1,179,951 36,706

45–54 657,483 6,977 741,193 15,794 1,627,107 22,647 2,191,964 64,376 2,279,779 65,619

55–64 1,565,016 7,396 1,375,575 18,125 2,088,198 22,904 3,031,587 84,580 3,202,000 88,888

Sex

Men 1,870,543 14,547 2,042,929 33,639 3,013,803 40,062 3,744,908 121,724 3,865,344 125,114

Women 1,092,613 13,787 1,212,054 31,038 2,352,795 33,828 3,276,596 87,342 3,431,405 89,249

Race

White 2,422,239 19,232 2,480,754 35,631 3,988,957 35,636 5,163,875 94,097 5,344,660 95,557

Black -- -- -- -- 1,007,035 27,404 1,326,356 83,642 1,387,168 85,870

All other races a 486,672 7,907 712,304 26,469 355,270 37,820 515,126 29,923 549,635 31,326

American Indian 

or Alaska 

Native -- -- -- -- 23,378 739 54,669 3,126 57,133 3,147

Asian or Pacific 

Islander -- -- -- -- 41,379 2,143 73,273 6,128 79,771 6,419

Hispanic -- -- -- -- 200,793 4,087 257,168 13,764 275,134 14,823

Other -- -- -- -- 89,720 3,447 130,016 6,905 137,597 6,937

Unknown 54,245 1,195 61,925 2,577 15,336 434 16,147 1,404 15,286 1,610

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.16 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Supplementary Medical Insurance

Total 2,719,226 27,046 2,943,480 58,912 4,769,804 68,800 6,214,752 193,323 6,453,021 198,472

Age

Under 35 339,665 8,294 441,640 14,782 466,869 12,159 552,077 21,496 571,073 21,124

35–44 337,146 4,963 586,537 12,567 998,230 13,783 1,040,302 33,169 1,037,333 33,447

45–54 596,287 6,683 666,257 14,559 1,421,904 20,961 1,926,837 59,365 2,004,798 60,566

55–64 1,446,128 7,106 1,249,046 17,004 1,882,801 21,897 2,695,536 79,293 2,839,817 83,335

Sex

Men 1,694,569 13,887 1,833,959 30,338 2,665,252 37,037 3,286,124 112,157 3,384,659 115,338

Women 1,024,657 13,159 1,109,521 28,574 2,104,552 31,763 2,928,628 81,166 3,068,362 83,134

Race

White 2,218,176 18,458 2,236,781 32,347 3,535,008 33,154 4,556,193 86,302 4,710,954 87,756

Black -- -- -- -- 917,336 25,581 1,199,390 78,288 1,252,753 80,450

All other races a 449,753 7,446 650,121 24,240 304,500 35,256 445,642 27,520 476,353 28,863

American Indian 

or Alaska 

Native -- -- -- -- 20,994 688 48,989 2,913 51,171 2,933

Asian or Pacific 

Islander -- -- -- -- 36,401 2,003 63,944 5,622 69,468 5,856

Hispanic -- -- -- -- 176,093 3,850 226,560 12,812 242,524 13,821

Other -- -- -- -- 71,012 3,134 106,149 6,173 113,190 6,253

Unknown 51,297 1,142 56,578 2,325 12,960 390 13,527 1,213 12,961 1,403

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Characterization of beneficiaries as to Medicare status and demographic categories may differ from that in other tables on enrollment because of differences in 

sources and methodology.

-- = not available.

a. Before 2000, black enrollees and members of other races were combined into “All other races.” In 1994, the Health Care Financing Administration expanded the race 

codes to include Hispanic, Asian or Pacific Islander, and American Indian or Alaska Native. There were a number of efforts during the 1990s to populate these codes 

and identify persons coded as “Unknown.” Consequently for 2000 and later, blacks are broken out separately from “All other races” and the detail for that category is 

shown.

Table 8.B5—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): 

Number of enrollees under age 65 who are disabled or have end-stage renal disease (ESRD), by program, age, 

sex, and race, July 1, 1980–2007, selected years—Continued

Age, sex, and race

1980 1990 2000 2006 2007

All

disabled

ESRD

only

All

disabled

ESRD

only

All

disabled

ESRD

only

All

disabled

Disabled

with ESRD

and ESRD

only

All

disabled

Disabled

with ESRD

and ESRD

only
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.17

Table 8.B8a—Medicare Part A (Hospital Insurance): Average covered charge per covered day of care in shortstay hospitals, by census division and state or other area, selected years 1975–2007 (in dollars)

Census division and state or area a 1975 1980 1990 1995 2000 2005 2006 2007

Total

All areas b 143 292 1,090 1,908 2,762 4,999 5,475 5,895

United States c 144 293 1,081 1,920 2,787 5,043 5,508 5,920

New England 159 298 988 1,763 2,436 3,766 4,066 4,380

Connecticut 167 287 1,177 2,013 2,608 4,063 4,460 4,877

Maine 133 284 927 1,645 2,328 3,515 3,709 3,950

Massachusetts 168 316 942 1,705 2,429 3,618 3,867 4,138

New Hampshire 123 264 1,022 1,699 2,480 4,069 4,388 4,792

Rhode Island 154 284 851 1,638 2,316 3,980 4,360 4,629

Vermont 124 230 923 1,580 1,995 3,087 3,374 3,582

Middle Atlantic 163 304 943 1,704 2,743 5,628 6,109 6,420

New Jersey 157 300 725 1,865 3,757 8,621 9,176 9,517

New York 176 301 836 1,366 2,116 4,123 4,501 4,732

Pennsylvania 145 312 1,236 2,109 3,003 5,806 6,413 6,797

East North Central 140 294 1,097 1,866 2,550 4,387 4,815 5,173

Illinois 148 322 1,202 2,126 3,017 4,980 5,493 5,960

Indiana 116 236 997 1,713 2,271 3,847 4,279 4,709

Michigan 156 332 1,193 1,881 2,451 4,089 4,424 4,618

Ohio 134 277 1,030 1,730 2,360 4,307 4,724 5,085

Wisconsin 128 251 933 1,690 2,424 4,426 4,852 5,168

West North Central 117 248 1,052 1,831 2,638 4,580 5,035 5,373

Iowa 110 239 902 1,573 2,124 3,847 4,268 4,649

Kansas 113 244 1,093 1,957 2,589 4,748 5,216 5,592

Minnesota 124 248 1,132 1,938 2,913 5,095 5,602 5,886

Missouri 119 257 1,108 1,922 2,783 4,514 4,948 5,326

Nebraska 116 251 1,043 1,850 3,007 5,279 5,821 6,110

North Dakota 118 237 937 1,509 2,180 3,549 3,837 3,921

South Dakota 107 228 915 1,518 2,167 4,255 4,697 5,006

South Atlantic 135 273 1,106 1,876 2,637 4,546 4,940 5,335

Delaware 153 274 1,191 1,831 1,971 3,336 3,647 4,062

District of Columbia 174 373 1,374 2,129 3,331 5,355 5,776 6,188

Florida 161 321 1,360 2,351 3,439 5,936 6,422 6,965

Georgia 125 258 1,081 1,744 2,527 4,357 4,785 5,196

Maryland 164 274 813 1,365 1,608 2,286 2,462 2,590

North Carolina 101 214 932 1,603 2,175 3,611 3,960 4,267

South Carolina 106 229 1,021 1,818 2,611 4,702 5,178 5,662

Virginia 118 247 1,022 1,732 2,432 4,237 4,623 5,021

West Virginia 108 247 1,009 1,472 1,821 2,886 3,085 3,256

East South Central 115 243 1,019 1,718 2,451 4,237 4,617 4,934

Alabama 126 282 1,176 2,054 2,914 5,068 5,409 5,721

Kentucky 107 216 967 1,630 2,269 3,866 4,189 4,403

Mississippi 98 213 865 1,437 2,017 3,654 4,030 4,344

Tennessee 122 250 1,012 1,662 2,479 4,184 4,630 5,009

West South Central 117 253 1,138 1,937 2,767 5,029 5,549 5,991

Arkansas 104 231 923 1,511 2,194 3,860 4,228 4,471

Louisiana 116 265 1,180 1,926 2,724 4,427 4,703 5,080

Oklahoma 128 271 997 1,620 2,335 4,145 4,610 4,969

Texas 118 250 1,212 2,118 3,008 5,600 6,200 6,706

Mountain 142 305 1,350 2,321 3,279 5,760 6,293 6,872

Arizona 155 325 1,442 2,617 3,885 6,304 6,916 7,598

Colorado 144 288 1,308 2,240 3,392 6,271 6,868 7,396

Idaho 129 273 1,140 1,951 2,471 4,108 4,402 4,663

Montana 116 262 1,036 1,742 2,233 3,757 4,119 4,252

Nevada 177 424 2,031 3,253 4,320 7,475 7,939 8,815

New Mexico 133 293 1,140 1,913 2,533 4,464 4,842 5,314

Utah 142 316 1,283 2,069 2,871 4,567 5,037 5,443

Wyoming 109 245 1,094 1,985 2,373 4,028 4,554 4,945

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.18 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 196 416 1,651 2,877 4,228 7,886 8,595 9,331

Alaska 228 379 1,470 2,385 3,144 5,438 5,855 6,603

California 206 448 1,794 3,156 4,701 8,803 9,586 10,405

Hawaii 148 333 1,224 2,319 2,991 4,582 4,639 4,762

Oregon 158 329 1,275 1,987 2,717 4,602 5,033 5,350

Washington 163 293 1,162 1,924 2,708 5,144 5,655 6,367

Outlying areas 77 152 510 739 947 1,138 1,225 1,313

Puerto Rico 77 151 505 736 946 1,124 1,197 1,276

U.S. Virgin Islands 92 161 746 843 1,007 1,922 2,058 2,075

Other d 88 263 . . . . . . . . . . . . 1,421 1,461

SOURCE: Centers for Medicare & Medicaid.

NOTES: Data for 1975–1995 are based on bills approved in each year and recorded before June 1996. Data from 2000–2007 are based on the stay records for 

100 percent of Medicare aged and disabled beneficiaries as recorded in the agency’s Medicare Provider Analysis and Review (MEDPAR) file.

. . . = not applicable.

a. Geographic distribution for 1975, 1980, 1990, and 1995 reflects the beneficiaries’ area of residence. Geographic distribution for 2000–2007 reflects the providers’ 

state.

b. Data for 1975, 1980, 1990, and 1995 exclude claims for persons residing in foreign countries.

c. Data for 1975, 1980, 1990, and 1995 include claims for beneficiaries whose place of residence is unknown. For 1990–2005, residents of other areas were not separately identified and were grouped with “United States.”

d. Beginning in 2006, stays for providers in other territories were separately identified and grouped in the “other” category.

Table 8.B8a—Medicare Part A (Hospital Insurance): Average covered charge per covered day of care in shortstay hospitals, by census division and state or other area, selected years 1975–2007 (in dollars)—Continued

Census division and state or area a 1975 1980 1990 1995 2000 2005 2006 2007
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.19

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Table 8.B8.1—Medicare Part A (Hospital Insurance): Short-stay hospital discharges, by state or other area, 

selected fiscal years 1990–2007

State or area 1990 1995 2000 2001 2002 2003 2004 2005 2006 2007

All areas 10,472,587 11,680,874 11,778,705 12,192,174 12,499,749 12,698,388 12,986,560 12,980,067 12,492,501 12,284,000

Alabama 226,359 255,013 274,518 282,999 291,991 294,850 299,746 289,916 276,177 275,785

Alaska 6,491 8,635 11,684 11,748 11,794 11,398 11,554 11,506 11,862 12,033

Arizona 140,069 139,564 135,143 144,989 156,302 165,231 182,094 191,400 176,691 179,740

Arkansas 143,363 152,516 164,310 166,445 170,102 170,421 174,242 170,003 161,538 154,315

California 834,829 875,926 740,564 756,629 801,758 836,444 847,296 846,286 833,501 846,762

Colorado 98,262 105,216 101,486 101,258 107,180 109,879 114,051 116,310 113,626 113,536

Connecticut 114,938 141,765 124,951 135,169 148,864 154,460 159,594 164,766 163,911 162,839

Delaware 26,125 30,336 34,049 36,386 36,541 38,216 40,959 42,295 42,734 42,718

District of Columbia 36,062 39,526 39,112 40,138 39,389 39,151 40,527 40,881 39,767 38,454

Florida 579,368 742,862 765,130 823,957 869,777 899,404 925,090 921,995 896,030 870,181

Georgia 274,957 316,301 324,286 334,599 338,687 342,392 353,846 355,683 351,720 343,632

Hawaii 26,340 32,526 26,146 26,343 26,932 26,302 27,453 28,125 26,531 25,346

Idaho 31,559 36,327 44,027 43,272 40,996 40,738 39,756 37,580 36,170 34,119

Illinois 460,926 533,238 556,122 578,327 601,373 607,561 624,034 625,493 612,458 606,108

Indiana 254,404 276,601 297,851 306,202 304,034 303,404 310,393 312,461 300,895 297,704

Iowa 141,191 146,448 159,451 162,466 156,854 148,591 145,095 138,025 128,413 127,196

Kansas 117,017 120,593 128,024 129,973 129,334 131,412 130,138 128,439 121,592 119,008

Kentucky 199,042 222,162 243,886 252,454 257,205 255,264 258,938 260,340 248,702 240,036

Louisiana 213,819 234,663 237,154 243,724 248,183 253,774 254,224 244,437 216,209 211,838

Maine 54,963 63,013 69,030 68,547 66,705 67,401 67,914 65,640 62,303 62,285

Maryland 179,835 214,989 208,038 234,162 244,595 251,754 259,460 265,963 269,297 271,851

Massachusetts 286,332 310,455 263,152 271,657 275,984 291,062 300,460 303,171 304,618 309,091

Michigan 366,349 435,455 452,367 468,675 497,195 506,259 522,536 531,888 517,652 494,458

Minnesota 170,808 178,018 200,918 209,469 210,382 208,364 212,125 207,340 188,055 181,781

Mississippi 142,662 162,934 183,952 185,626 182,535 183,965 185,131 182,237 171,334 169,001

Missouri 281,059 298,509 300,576 315,642 317,278 320,454 331,919 335,644 318,253 314,010

Montana 40,505 40,770 44,208 45,697 42,880 40,952 41,719 40,734 37,799 36,547

Nebraska 69,299 70,113 76,960 74,217 71,921 71,577 72,718 75,456 71,717 68,098

Nevada 37,478 49,254 49,613 51,836 56,622 57,345 62,742 65,749 67,049 65,920

New Hampshire 39,103 42,746 45,712 48,206 46,282 46,304 46,893 44,246 43,848 45,865

New Jersey 338,509 385,145 372,063 374,250 389,938 404,035 410,302 415,558 408,774 408,855

New Mexico 50,391 50,334 51,085 51,396 51,469 51,533 52,083 53,247 51,922 51,726

New York 723,060 797,453 750,793 761,352 771,835 780,893 793,919 827,445 801,593 786,979

North Carolina 267,370 336,173 406,700 413,429 418,725 431,441 439,157 437,330 420,790 408,628

North Dakota 37,543 37,014 39,672 38,764 34,707 34,645 34,712 34,214 32,349 31,366

Ohio 527,006 562,234 536,335 550,989 559,223 565,314 588,640 596,857 582,853 577,196

Oklahoma 155,100 156,239 176,021 179,543 182,998 187,913 193,773 190,727 186,979 183,961

Oregon 106,164 105,878 91,806 98,854 102,568 102,182 99,869 92,710 85,095 90,889

Pennsylvania 685,403 766,535 634,802 649,458 656,105 654,661 665,143 666,969 609,706 600,730

Rhode Island 46,578 49,740 38,489 39,658 40,229 38,506 39,556 40,098 40,098 42,598

South Carolina 112,232 156,060 204,038 213,513 216,412 218,775 221,825 223,044 216,080 206,712

South Dakota 38,175 41,714 45,239 45,202 43,134 42,626 40,946 39,276 36,052 35,791

Tennessee 290,371 310,335 327,423 341,212 344,524 348,700 357,600 355,948 347,221 348,083

Texas 603,621 671,734 742,628 798,667 843,945 868,784 897,873 883,811 866,549 848,886

Utah 39,963 43,819 53,003 55,207 56,244 57,928 61,309 60,885 57,025 53,866

Vermont 20,251 22,815 24,014 24,778 22,658 22,690 22,174 20,866 18,715 18,463

Virginia 240,165 271,620 295,790 305,346 310,602 315,181 324,379 323,414 313,069 303,791

Washington 157,942 157,146 153,660 162,197 166,846 167,102 171,361 175,107 175,580 174,343

West Virginia 111,305 124,293 134,585 135,458 132,356 131,953 134,992 128,795 120,039 116,257

Wisconsin 217,727 227,774 238,572 240,711 243,774 244,100 243,116 230,655 217,354 206,379

Wyoming 15,255 16,009 18,764 18,932 18,044 16,416 16,097 15,958 15,335 15,321

Outlying areas

Puerto Rico 93,436 111,950 137,315 138,713 139,682 134,979 131,223 118,565 74,985 49,084

U.S. Virgin Islands 528 1,374 1,552 1,468 1,571 1,641 1,743 1,785 1,768 1,852

Unknown/other a

a. Represents unknown and other areas not listed separately.

978 1,012 1,936 2,265 2,485 2,061 2,121 2,794 2,118 1,987

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data for 2000 through 2007 are based on short-stay inpatient hospital stay records for claims processed and recorded in the agency’s Medicare Provider Analysis 

and Review (MEDPAR) file through June 2008.
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.20 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Table 8.B10—Medicare Part B (Supplementary 

Medical Insurance): Claims received by carriers and 

assignment rates, 1969–2007

Year

Total number of claims

(thousands)

Net assignment rate a

(percent)

a. Represents the number of assigned claims as a percentage of claims 

received.

1969 37,542 61.5

1970 42,148 60.8

1971 46,572 58.5

1972 51,041 54.9

1973 57,007 52.7

1974 68,307 51.9

1975 79,980 51.8

1976 91,624 50.5

1977 105,339 50.5

1978 117,886 50.6

1979 132,098 51.3

1980 150,048 51.5

1981 167,154 52.3

1982 182,440 53.0

1983 204,122 53.9

1984 238,362 59.0

1985 279,559 68.5

1986 306,714 68.0

1987 346,551 73.1

1988 386,763 77.3

1989 421,305 79.7

1990 474,226 81.1

1991 517,123 83.1

1992 554,619 86.2

1993 583,863 90.1

1994 622,514 92.8

1995 647,855 94.7

1996 678,030 95.9

1997 688,891 96.7

1998 697,523 97.3

1999 703,227 97.6

2000 720,493 97.9

2001 766,758 98.1

2002 821,993 98.4

2003 860,746 98.5

2004 922,197 98.7

2005 951,551 98.9

2006 944,072 99.0

2007 951,072 99.1

SOURCE: Centers for Medicare & Medicaid Services.
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.21

Table 8.B11—Medicare Part B (Supplementary Medical Insurance): Reasonable charge determination for 

claims assigned and unassigned for aged and disabled persons, 1971–2007

Year

Claims approved Charges before reduction

Number (thousands) Percentage reduced Amount (millions of dollars) Percentage reduced

Assigned claims

1971 25,919 44.5 1,571 11.1

1972 26,798 47.5 1,630 10.9

1973 28,376 55.6 1,751 11.9

1974 33,295 64.5 2,194 14.3

1975 39,218 70.8 2,716 17.8

1976 44,065 74.3 3,261 19.9

1977 50,260 72.8 3,936 19.4

1978 56,493 73.6 4,678 19.9

1979 64,051 77.0 5,746 21.2

1980 73,068 80.8 7,303 22.7

1981 a 80,127 82.8 8,868 24.0

1982 91,615 83.3 11,315 24.3

1983 103,139 81.0 13,657 23.6

1984 128,559 80.8 16,571 25.4

1985 176,956 81.7 22,008 27.4

1986 191,139 82.8 24,662 28.4

1987 234,488 83.4 31,179 28.0

1988 271,225 85.6 37,275 29.8

1989 304,649 86.9 44,567 31.0

1990 341,220 87.5 51,012 32.9

1991 384,168 87.4 60,057 36.2

1992 412,924 86.2 67,667 39.7

1993 460,761 88.8 76,186 42.8

1994 508,981 87.7 85,170 42.5

1995 539,630 86.4 93,300 42.3

1996 550,587 87.1 97,744 44.9

1997 566,591 87.4 103,389 45.9

1998 575,799 87.9 106,947 46.9

1999 590,463 88.9 114,981 47.8

2000 615,862 87.9 126,391 47.7

2001 665,196 87.5 145,641 48.0

2002 722,826 87.7 152,373 56.3

2003 759,783 88.9 189,920 52.0

2004 781,000 89.8 208,027 52.9

2005 846,093 87.2 236,430 52.0

2006 837,332 92.0 246,608 55.1

2007 822,902 93.4 253,248 58.1

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

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.22 ♦ Annual Statistical Supplement, 2008

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

1990 77,746 90.4 8,789 25.3

1991 77,520 91.3 7,884 23.1

1992 66,403 82.9 6,215 18.5

1993 51,080 86.5 4,267 16.5

1994 39,364 86.4 3,255 16.3

1995 29,975 83.4 2,543 15.4

1996 22,819 84.4 1,952 15.8

1997 18,615 84.4 1,650 16.4

1998 15,172 82.3 1,382 17.1

1999 13,834 81.3 1,316 17.7

2000 12,755 78.6 1,287 18.1

2001 12,085 76.7 1,252 18.2

2002 11,352 79.8 1,107 17.2

2003 11,100 82.1 1,066 15.9

2004 10,016 83.0 1,009 16.3

2005 9,589 82.2 1,000 17.4

2006 8,439 85.1 894 18.8

2007 7,378 88.4 790 18.2

SOURCE: Centers for Medicare & Medicaid Services.

a. Excludes Texas Blue Shield plan from July to December 1981.

Table 8.B11—Medicare Part B (Supplementary Medical Insurance): Reasonable charge determination for 

claims assigned and unassigned for aged and disabled persons, 1971–2007—Continued

Year

Claims approved Charges before reduction

Number (thousands) Percentage reduced Amount (millions of dollars) Percentage reduced
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.23

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Table 8.B12—Medicare Part B (Supplementary Medical Insurance): State buy-ins, by state or other area,

selected years 1991–2008

State or area 1991 1995 2000 2002 2003 2004 2005 2006 2007 2008

All areas 3,640,121 4,705,625 5,425,048 5,810,613 6,145,589 6,305,467 6,577,577 6,885,326 7,082,006 7,292,444

Alabama 97,601 116,916 136,860 144,603 162,912 164,499 169,460 175,134 179,542 183,860

Alaska 4,539 6,193 8,486 9,324 10,008 10,318 10,748 11,465 11,904 12,218

Arizona 28,650 44,236 57,712 74,678 91,782 95,804 110,977 116,065 121,455 126,518

Arkansas 64,996 77,660 79,606 82,040 86,597 86,181 89,372 96,906 99,214 101,893

California 646,108 747,814 818,846 892,260 950,503 977,676 1,012,804 1,047,842 1,078,076 1,120,069

Colorado 36,470 46,660 55,325 57,987 59,114 61,140 61,294 64,505 68,264 72,451

Connecticut 23,535 48,047 53,141 60,083 65,223 66,664 66,191 66,968 67,876 70,682

Delaware 4,499 6,645 10,737 13,252 15,224 16,081 17,104 19,534 19,821 20,628

District of Columbia 12,791 14,152 14,233 15,065 15,079 15,586 15,246 15,365 15,584 16,023

Florida 196,992 271,430 342,109 369,092 389,599 406,006 431,764 459,146 470,337 490,437

Georgia 128,976 160,380 176,596 186,466 193,807 199,524 205,476 212,257 217,562 221,444

Hawaii 11,529 16,695 20,326 21,748 22,904 22,988 23,703 26,040 25,862 26,601

Idaho 9,127 12,931 17,081 19,725 21,255 22,291 23,482 24,628 26,030 26,744

Illinois 94,434 137,571 155,743 163,368 175,822 189,044 206,014 215,631 222,728 233,211

Indiana 60,297 76,460 87,543 95,553 102,654 105,011 109,669 114,933 120,079 120,825

Iowa 41,170 48,517 51,976 54,536 56,920 58,023 60,458 63,221 66,022 68,782

Kansas 26,960 34,708 41,217 43,123 44,602 46,175 47,707 49,483 50,732 51,829

Kentucky 76,456 97,978 117,697 122,096 126,690 126,343 126,468 134,469 137,602 140,970

Louisiana 87,570 112,090 117,179 120,478 127,340 132,498 139,802 140,291 141,009 148,875

Maine 22,176 29,453 36,946 39,575 42,269 43,800 46,510 52,560 64,164 78,157

Maryland 48,028 58,865 65,372 70,224 73,994 75,366 79,234 83,078 85,824 89,624

Massachusetts 89,163 125,859 152,587 164,510 167,681 170,689 178,691 188,576 191,171 195,461

Michigan 91,340 123,948 145,172 152,758 158,998 161,519 170,044 180,235 185,626 190,827

Minnesota 39,366 52,192 63,607 70,873 75,080 77,499 79,428 81,353 83,420 85,356

Mississippi 90,530 108,577 107,495 125,832 131,706 133,337 135,023 137,715 136,096 137,874

Missouri 55,116 72,659 88,343 93,512 99,127 103,449 109,561 110,734 113,722 117,954

Montana 10,058 11,031 12,828 13,359 13,889 13,917 14,455 15,097 15,456 15,811

Nebraska 11,358 16,146 20,520 22,120 22,922 23,082 24,210 25,243 25,640 27,030

Nevada 8,657 14,227 19,155 22,207 24,587 26,977 27,408 28,639 30,319 32,197

New Hampshire 3,807 5,405 7,434 9,231 10,120 10,732 11,584 12,597 13,454 14,669

New Jersey 95,795 122,923 146,705 151,644 155,377 153,231 159,110 169,804 170,280 170,807

New Mexico 22,246 29,855 37,330 41,263 44,534 44,642 49,333 52,078 53,757 56,797

New York 255,952 325,882 369,479 409,388 432,681 448,373 465,068 487,736 500,099 489,668

North Carolina 117,656 186,328 223,402 233,229 240,422 241,543 251,739 258,981 261,690 266,009

North Dakota 4,639 5,560 5,908 6,317 6,541 6,560 6,757 7,185 7,610 7,892

Ohio 112,598 164,044 171,139 182,821 191,295 195,792 204,905 223,726 234,958 247,445

Oklahoma 51,457 60,080 67,413 68,905 70,761 72,758 75,903 80,536 82,671 82,920

Oregon 28,537 43,642 59,169 66,255 68,421 69,610 70,927 72,394 75,113 78,272

Pennsylvania 127,519 162,788 206,468 218,691 229,814 232,885 242,552 258,675 268,833 274,566

Rhode Island 10,585 15,517 19,787 22,928 25,146 25,361 26,311 27,002 27,508 27,860

South Carolina 78,701 95,970 112,232 118,635 117,997 118,393 118,843 121,469 124,502 126,074

South Dakota 9,399 12,346 13,146 13,542 14,231 14,045 14,534 15,176 15,407 15,613

Tennessee 116,861 148,391 182,342 187,438 203,567 208,678 218,894 228,849 232,611 236,854

Texas 234,169 314,991 360,191 380,954 410,248 423,560 440,938 457,346 473,962 489,552

Utah 10,263 13,506 16,231 17,497 18,548 19,361 21,787 24,114 24,775 25,459

Vermont 8,223 12,428 13,754 14,650 15,016 15,079 15,509 20,857 21,831 22,078

Virginia 77,898 102,964 113,259 116,496 120,711 124,996 131,083 137,991 141,569 145,896

Washington 54,774 71,531 97,390 99,552 105,516 108,780 113,233 119,180 123,471 127,450

West Virginia 28,086 39,720 46,305 47,547 50,008 51,365 54,200 57,688 59,576 61,749

Wisconsin 67,516 75,247 74,101 75,179 78,124 79,889 83,383 85,661 87,901 90,928

Wyoming 3,505 5,265 6,444 7,087 7,422 7,454 7,749 8,015 8,135 8,458

Outlying areas

Guam 443 669 417 339 339 375 409 647 633 537

Northern Mariana Islands 273 314 342 372 358 340 358 354 373 381

U.S. Virgin Islands 727 219 204 206 194 178 165 152 150 159

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: Data are as of July except for 1995 data, which are as of June.
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.24 ♦ Annual Statistical Supplement, 2008

Table 8.B13—Medicare Part D: Number of enrollees by type of plan, and Retiree Drug Subsidy (RDS) coverage, 

by census division, state, or other area, December 2007

Census division and state or area

Total Part D and RDS

enrollees

Medicare Part D

RDS a Total

Stand-alone prescription

drug plan (PDP)

 Medicare Advantage

plan offering Part D

coverage

Total

All areas b 31,551,229 25,165,409 17,090,506 8,074,928 6,385,795

United States 31,137,294 24,766,322 17,046,108 7,720,239 6,370,947

New England 1,619,960 1,239,991 936,862 303,132 379,966

Connecticut 397,365 286,171 220,188 65,983 111,194

Maine 162,174 141,401 133,737 7,664 20,773

Massachusetts 738,733 554,561 386,945 167,618 184,170

New Hampshire 124,247 88,650 84,038 4,612 35,597

Rhode Island 125,148 113,864 57,333 56,532 11,283

Vermont 72,293 55,344 54,621 723 16,949

Middle Atlantic 4,650,486 3,546,242 2,191,432 1,354,811 1,104,243

New Jersey 914,708 640,295 532,906 107,389 274,413

New York 2,127,527 1,598,592 971,835 626,758 528,934

Pennsylvania 1,608,251 1,307,355 686,691 620,664 300,896

East North Central 4,962,352 3,507,872 2,662,737 845,135 1,454,480

Illinois 1,250,943 950,509 838,667 111,842 300,434

Indiana 679,188 490,005 437,280 52,725 189,183

Michigan 1,187,170 756,603 497,862 258,739 430,569

Ohio 1,287,848 882,954 578,427 304,529 404,892

Wisconsin 557,203 427,801 310,501 117,300 129,402

West North Central 2,258,469 1,949,647 1,505,148 444,497 308,824

Iowa 374,086 324,650 286,008 38,642 49,436

Kansas 276,762 244,814 216,461 28,352 31,949

Minnesota 562,863 485,053 295,127 189,926 77,810

Missouri 682,220 567,802 415,729 152,072 114,419

Nebraska 194,222 170,182 149,192 20,990 24,040

North Dakota 77,552 72,765 68,544 4,221 4,787

South Dakota 90,764 84,381 74,087 10,294 6,383

South Atlantic 6,001,412 4,770,281 3,445,522 1,324,774 1,231,116

Delaware 100,164 66,881 64,075 2,806 33,283

District of Columbia 37,194 33,378 27,291 6,087 3,816

Florida 2,238,254 1,804,739 1,003,373 801,381 433,500

Georgia 772,736 649,409 544,645 104,764 123,327

Maryland 450,900 310,175 266,227 43,948 140,725

North Carolina 999,659 790,971 625,313 165,658 208,688

South Carolina 487,853 370,927 305,603 65,324 116,926

Virginia 643,745 527,593 446,334 81,259 116,152

West Virginia 270,907 216,208 162,661 53,547 54,699

East South Central 2,120,184 1,751,900 1,377,031 374,872 368,281

Alabama 565,175 454,330 322,035 132,295 110,845

Kentucky 517,182 392,035 337,609 54,426 125,147

Mississippi 325,673 297,523 276,603 20,920 28,150

Tennessee 712,154 608,012 440,784 167,231 104,139

West South Central 3,108,936 2,508,669 1,901,672 606,999 600,265

Arkansas 342,701 294,166 250,061 44,105 48,535

Louisiana 466,704 382,043 270,511 111,533 84,660

Oklahoma 376,487 326,154 265,996 60,158 50,333

Texas 1,923,044 1,506,306 1,115,104 391,203 416,737

Mountain 1,871,723 1,557,905 855,484 702,422 313,817

Arizona 605,359 504,835 215,273 289,562 100,524

Colorado 397,700 323,531 162,552 160,980 74,168

Idaho 138,718 115,833 83,481 32,352 22,885

Montana 102,786 87,973 73,402 14,571 14,813

Nevada 215,333 175,619 81,466 94,153 39,714

New Mexico 196,992 173,724 113,613 60,111 23,268

Utah 167,472 136,466 88,224 48,242 31,006

Wyoming 47,363 39,924 37,473 2,451 7,439

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.25

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 4,543,772 3,933,815 2,170,220 1,763,597 609,955

Alaska 37,404 23,006 22,749 257 14,398

California 3,410,969 2,983,483 1,569,818 1,413,668 427,483

Hawaii 128,890 121,770 61,504 60,265 7,121

Oregon 401,186 356,147 181,986 174,161 45,039

Washington 565,323 449,409 334,163 115,246 115,914

Outlying areas c 413,935 399,087 44,398 354,689 14,848

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Characterization of enrollees may differ from that in other tables on Part D enrollment because of differences in sources and methodology.

a. RDS provides a Medicare subsidy to employers and unions who continue assisting their Medicare-eligible retirees with prescription drug coverage.

b. Represents enrollees in the 50 States, the District of Columbia, and outlying areas.

c. Includes Puerto Rico, Guam, U.S. Virgin Islands, and all other outlying areas. Excludes unknown residence.

Table 8.B13—Medicare Part D: Number of enrollees by type of plan, and Retiree Drug Subsidy (RDS) coverage, 

by census division, state, or other area, December 2007—Continued

Census division and state or area

Total Part D and RDS

enrollees

Medicare Part D

RDS a Total

Stand-alone prescription

drug plan (PDP)

 Medicare Advantage

plan offering Part D

coverage
8.B Medicare: Enrollment, Utilization, and Reimbursement

8.26 ♦ Annual Statistical Supplement, 2008

Table 8.B14—Medicare Part D: Number of enrollees by Part D status, census division, state, or other area, 

July 1, 2006

Census division and state 

or area a

 Total

Medicare

enrollees

Medicare Part D

Retiree drug

subsidy

(RDS) b

Other

creditable

coverage c

(no Part D plan

or RDS)

No Part D plan,

RDS, or other

creditable

Total coverage

Full lowincome

subsidy d

Partial lowincome

subsidy e

No low-income

subsidy

Total

All areas f 43,338,571 22,854,973 8,928,404 375,426 13,551,143 6,838,613 5,843,746 7,801,239

United States 42,355,590 22,483,685 8,915,727 375,263 13,192,695 6,811,521 5,772,294 7,228,090

New England 2,222,961 1,148,349 493,320 18,911 636,118 398,491 289,267 386,854

Connecticut 530,034 265,620 96,683 3,294 165,643 111,960 64,570 87,884

Maine 240,568 127,585 66,010 1,814 59,761 28,826 40,561 43,596

Massachusetts 981,691 513,391 234,395 8,810 270,186 191,612 110,272 166,416

New Hampshire 197,821 81,076 31,123 2,042 47,911 35,790 33,962 46,993

Rhode Island 173,776 109,906 39,872 2,099 67,935 12,619 25,321 25,930

Vermont 99,071 50,771 25,237 852 24,682 17,684 14,581 16,035

Middle Atlantic 6,202,255 2,993,464 1,238,922 39,293 1,715,249 1,175,087 828,602 1,205,102

New Jersey 1,241,698 600,587 209,931 13,188 377,468 281,643 146,228 213,240

New York 2,804,725 1,340,617 694,665 14,532 631,420 567,612 310,354 586,142

Pennsylvania 2,155,832 1,052,260 334,326 11,573 706,361 325,832 372,020 405,720

East North Central 6,763,777 3,173,347 1,181,850 58,253 1,933,244 1,659,208 709,163 1,222,059

Illinois 1,712,828 896,259 334,325 15,249 546,685 342,940 182,953 290,676

Indiana 922,553 444,210 157,502 10,838 275,870 197,410 115,069 165,864

Michigan 1,510,532 653,751 254,523 13,447 385,781 459,521 128,968 268,292

Ohio 1,778,058 808,361 298,364 15,303 494,694 517,225 180,125 272,347

Wisconsin 839,806 370,766 137,136 3,416 230,214 142,112 102,048 224,880

West North Central 3,039,491 1,834,283 532,356 29,386 1,272,541 320,528 429,374 455,306

Iowa 494,523 310,571 78,149 5,133 227,289 53,327 65,351 65,274

Kansas 406,456 226,709 63,536 4,379 158,794 30,699 67,332 81,716

Minnesota 713,242 447,250 120,544 5,232 321,474 79,361 85,764 100,867

Missouri 929,501 532,357 191,176 8,774 332,407 120,948 131,052 145,144

Nebraska 264,307 164,238 41,653 2,762 119,823 24,913 41,440 33,716

North Dakota 104,418 71,826 16,538 1,528 53,760 4,755 15,200 12,637

South Dakota 127,044 81,332 20,760 1,578 58,994 6,525 23,235 15,952

South Atlantic 8,439,182 4,336,061 1,740,265 89,715 2,506,081 1,300,752 1,354,022 1,448,347

Delaware 131,832 60,913 22,654 1,156 37,103 32,230 17,802 20,887

District of Columbia 73,575 31,714 19,858 379 11,477 3,955 19,932 17,974

Florida 3,079,554 1,661,093 561,789 22,308 1,076,996 465,467 450,241 502,753

Georgia 1,075,265 587,846 274,229 12,921 300,696 127,209 170,023 190,187

Maryland 708,049 280,708 114,593 6,295 159,820 146,181 140,625 140,535

North Carolina 1,317,754 729,062 320,635 19,885 388,542 202,457 174,720 211,515

South Carolina 673,965 334,449 161,717 9,346 163,386 116,728 114,341 108,447

Virginia 1,017,880 477,026 185,373 12,354 279,299 120,219 218,861 201,774

West Virginia 361,308 173,250 79,417 5,071 88,762 86,306 47,477 54,275

East South Central 2,878,078 1,616,017 841,212 34,238 740,567 398,653 414,679 448,729

Alabama 772,280 411,010 208,884 9,896 192,230 121,486 125,583 114,201

Kentucky 694,894 361,830 178,571 10,603 172,656 125,756 90,510 116,798

Mississippi 461,641 282,824 158,032 5,613 119,179 30,626 74,302 73,889

Tennessee 949,263 560,353 295,725 8,126 256,502 120,785 124,284 143,841

West South Central 4,288,144 2,287,700 1,036,495 53,499 1,197,706 621,004 643,467 735,973

Arkansas 484,836 270,905 124,152 7,457 139,296 52,088 83,611 78,232

Louisiana 624,151 342,291 173,844 7,653 160,794 94,280 76,220 111,360

Oklahoma 553,545 304,985 113,812 6,773 184,400 52,125 92,151 104,284

Texas 2,625,612 1,369,519 624,687 31,616 713,216 422,511 391,485 442,097

Mountain 2,607,186 1,416,564 436,214 21,647 958,703 333,761 419,408 437,453

Arizona 815,115 463,279 145,465 5,330 312,484 103,974 120,203 127,659

Colorado 539,883 298,279 86,171 4,462 207,646 76,864 82,828 81,912

Idaho 199,505 104,892 32,089 2,294 70,509 19,548 33,366 41,699

Montana 151,738 81,588 23,588 1,829 56,171 14,855 26,077 29,218

Nevada 306,777 162,614 43,435 2,478 116,701 40,109 53,801 50,253

New Mexico 275,806 146,898 63,613 2,611 80,674 39,226 43,807 45,875

Utah 245,960 121,227 31,525 1,858 87,844 31,786 45,671 47,276

Wyoming 72,402 37,787 10,328 785 26,674 7,399 13,655 13,561

(Continued)
8.B Medicare: Enrollment, Utilization, and Reimbursement

Annual Statistical Supplement, 2008 ♦ 8.27

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 5,914,516 3,677,900 1,415,093 30,321 2,232,486 604,037 684,312 948,267

Alaska 54,305 20,900 13,610 297 6,993 11,946 9,862 11,597

California 4,275,113 2,821,982 1,137,126 17,637 1,667,219 424,184 425,174 603,773

Hawaii 185,449 92,534 33,332 1,449 57,753 8,349 35,288 49,278

Oregon 552,856 329,265 88,394 5,230 235,641 46,443 76,420 100,728

Washington 846,793 413,219 142,631 5,708 264,880 113,115 137,568 182,891

Outlying areas g 982,981 371,288 12,677 163 358,448 27,092 71,452 513,149

SOURCE: Centers for Medicare & Medicaid Services.

NOTES: Characterization of enrollees may differ from that in other tables on Part D enrollment because of differences in sources and methodology.

a. Based on the residence of the beneficiary.

b. RDS provides a Medicare subsidy to employers and unions who continue assisting their Medicare-eligible retirees with prescription drug coverage.

c. Creditable coverage is alternative prescription drug coverage in which the actuarial value of the coverage equals or exceeds the actuarial value of standard Medicare 

prescription drug coverage.

d. Individuals are automatically eligible for the full low-income subsidy (LIS) if they are dually eligible for Medicare and Medicaid benefits, enrolled in a Medicare savings 

program, or receiving Supplemental Security Income.

e. Individuals not automatically eligible for full LIS must apply for LIS coverage. Applicants may be found eligible for full or partial LIS, depending on their income and 

resources. 

f. Represents enrollees in the 50 States, the District of Columbia, and outlying areas. Includes unknown residence.

g. Includes Puerto Rico, Guam, U.S. Virgin Islands, all other outlying areas, and unknown residence. 

Table 8.B14—Medicare Part D: Number of enrollees by Part D status, census division, state, or other area, 

July 1, 2006—Continued

Census division and state 

or area a

 Total

Medicare

enrollees

Medicare Part D

Retiree drug

subsidy

(RDS) b

Other

creditable

coverage c

(no Part D plan

or RDS)

No Part D plan,

RDS, or other

creditable

Total coverage

Full lowincome

subsidy d

Partial lowincome

subsidy e

No low-income

subsidy
8.C Medicare: Participating Facilities

8.28 ♦ Annual Statistical Supplement, 2008

Table 8.C1—Hospital Insurance and/or Supplementary Medical Insurance: Number of facilities and beds,

by type of participating provider, December 1967–2007, selected years

Year

Hospitals

Skilled nursing

facilities

Home health

agencies

Clinical Laboratory

Improvement Act/

independent

laboratories a All hospitals General b 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 7,000 156,117

1994 6,414 5,705 709 12,584 7,827 151,422

1995 6,376 5,694 682 13,452 8,447 156,511

1996 6,273 5,627 646 14,177 9,850 157,876

1997 6,293 5,639 654 14,860 10,807 164,054

1998 6,116 5,514 602 15,032 9,330 166,817

1999 5,985 5,415 570 14,913 7,857 171,018

2000 6,031 5,512 519 14,841 7,099 168,333

2001 6,002 5,508 494 14,755 6,813 173,807

2002 6,024 5,537 487 14,838 6,928 176,947

2003 6,057 5,579 478 14,939 7,138 184,466

2004 6,117 5,647 470 14,986 7,519 189,340

2005 6,180 5,707 473 15,006 8,090 196,296

2006 6,177 5,695 482 15,028 8,618 199,817

2007 6,163 5,673 490 15,054 9,024 206,065

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 . . . . . .

(Continued)
8.C Medicare: Participating Facilities

Annual Statistical Supplement, 2008 ♦ 8.29

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

1991 1,102,286 1,003,147 99,139 583,116 . . . . . .

1992 1,093,895 997,695 96,200 606,218 . . . . . .

1993 1,094,422 994,847 99,575 622,534 . . . . . .

1994 1,074,371 985,809 88,562 649,054 . . . . . .

1995 1,056,454 970,143 86,311 657,225 . . . . . .

1996 1,038,105 955,604 82,501 671,839 . . . . . .

1997 1,037,356 954,372 82,984 684,977 . . . . . .

1998 1,012,168 934,635 77,533 722,626 . . . . . .

1999 993,901 920,326 73,575 836,720 . . . . . .

2000 982,616 913,806 68,810 939,364 . . . . . .

2001 968,761 901,688 67,073 1,104,978 . . . . . .

2002 957,898 897,076 60,822 1,260,625 . . . . . .

2003 951,628 894,457 57,171 1,371,815 . . . . . .

2004 949,694 894,022 55,672 1,437,254 . . . . . .

2005 947,305 892,253 55,052 1,478,277 . . . . . .

2006 938,762 884,450 54,312 1,507,368 . . . . . .

2007 933,998 796,931 54,251 1,532,267 . . . . . .

SOURCE: Centers for Medicare & Medicaid Services.

NOTE: . . . = not applicable; -- = not available.

a. Beginning in 1993, the data include all Clinical Laboratory Improvement Act facilities as of December of each year.

b. Includes short-stay and other long-stay hospitals.

Table 8.C1—Hospital Insurance and/or Supplementary Medical Insurance: Number of facilities and beds,

by type of participating provider, December 1967–2007, selected years—Continued

Year

Hospitals

Skilled nursing

facilities

Home health

agencies

Clinical Laboratory

Improvement Act/

independent

laboratories a All hospitals General b Psychiatric
8.C Medicare: Participating Facilities

8.30 ♦ Annual Statistical Supplement, 2008

Table 8.C2—Number of participating Medicare hospitals and certified beds, by type of hospital, census 

division, and state or other area, December 2007

Census division and state or area

All hospitals Short-stay and critical access hospitals a Other non-short-stay b

Hospitals Beds Hospitals Beds

Beds per 1,000

enrollees c Hospitals Beds

Total

All areas 6,163 933,998 4,963 826,467 18.8 1,200 107,531

United States 6,100 922,774 4,906 815,982 18.9 1,194 106,792

New England 263 43,164 193 32,670 14.5 70 10,494

Connecticut 44 10,115 32 8,186 15.3 12 1,929

Maine 45 4,183 40 3,697 15.1 5 486

Massachusetts 114 19,864 70 13,159 13.2 44 6,705

New Hampshire 30 3,537 26 3,066 15.0 4 471

Rhode Island 15 3,657 11 2,903 16.8 4 754

Vermont 15 1,808 14 1,659 16.4 1 149

Middle Atlantic 588 135,643 451 116,961 18.8 137 18,682

New Jersey 108 29,728 75 25,638 20.7 33 4,090

New York 241 69,995 206 62,448 22.3 35 7,547

Pennsylvania 239 35,920 170 28,875 13.3 69 7,045

East North Central 911 153,294 742 139,265 20.4 169 14,029

Illinois 211 44,493 185 41,274 24.0 26 3,219

Indiana 157 18,708 117 16,452 17.5 40 2,256

Michigan 180 28,827 145 26,233 17.0 35 2,594

Ohio 219 43,698 171 39,669 22.2 48 4,029

Wisconsin 144 17,568 124 15,637 18.3 20 1,931

West North Central 782 74,892 705 68,891 22.4 77 6,001

Iowa 122 11,174 118 10,824 21.7 4 350

Kansas 159 11,414 145 10,395 25.3 14 1,019

Minnesota 146 15,593 133 14,383 19.8 13 1,210

Missouri 144 23,544 115 21,416 22.7 29 2,128

Nebraska 96 6,479 87 5,813 21.8 9 666

North Dakota 50 3,288 45 2,913 27.8 5 375

South Dakota 65 3,400 62 3,147 24.3 3 253

South Atlantic 897 172,881 710 154,260 17.9 187 18,621

Delaware 11 2,520 5 1,998 14.7 6 522

District of Columbia 14 4,369 7 3,553 49.4 7 816

Florida 238 57,423 186 52,556 16.8 52 4,867

Georgia 178 25,137 145 22,245 20.2 33 2,892

Maryland 64 15,837 47 13,085 18.2 17 2,752

North Carolina 133 25,461 115 22,553 16.6 18 2,908

South Carolina 79 12,826 60 11,391 16.4 19 1,435

Virginia 114 20,168 90 18,554 17.9 24 1,614

West Virginia 66 9,140 55 8,325 22.7 11 815

East South Central 516 75,158 425 68,245 23.3 91 6,913

Alabama 128 19,875 103 17,960 22.9 25 1,915

Kentucky 120 17,333 96 15,145 21.5 24 2,188

Mississippi 116 13,334 101 12,358 26.4 15 976

Tennessee 152 24,616 125 22,782 23.4 27 1,834

West South Central 1,031 112,639 731 94,925 21.6 300 17,714

Arkansas 103 10,396 79 8,585 17.3 24 1,811

Louisiana 230 21,183 131 16,668 26.1 99 4,515

Oklahoma 155 14,769 127 13,343 23.6 28 1,426

Texas 543 66,291 394 56,329 20.9 149 9,962

Mountain 480 50,411 399 44,620 16.7 81 5,791

Arizona 100 14,676 80 13,308 16.0 20 1,368

Colorado 93 12,391 74 10,658 19.4 19 1,733

Idaho 49 3,301 42 2,962 14.4 7 339

Montana 64 3,099 62 2,905 18.7 2 194

Nevada 47 5,911 34 5,106 16.1 13 805

New Mexico 50 4,557 41 4,108 14.6 9 449

Utah 48 5,002 40 4,184 16.6 8 818

Wyoming 29 1,474 26 1,389 18.8 3 85

(Continued)
8.C Medicare: Participating Facilities

Annual Statistical Supplement, 2008 ♦ 8.31

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 632 104,692 550 96,145 16.3 82 8,547

Alaska 25 1,571 23 1,402 24.8 2 169

California 420 79,291 357 73,370 17.3 63 5,921

Hawaii 27 2,718 23 2,318 12.3 4 400

Oregon 60 7,633 58 7,352 13.1 2 281

Washington 100 13,479 89 11,703 13.4 11 1,776

Outlying areas 63 11,224 57 10,485 16.1 6 739

Puerto Rico 58 10,539 52 9,800 15.7 6 739

U.S. Virgin Islands 2 320 2 320 23.3 0 0

Other 3 365 3 365 24.3 0 0

SOURCE: Centers for Medicare & Medicaid Services.

a. Critical access hospitals are included with short-stay hospitals because, though not subject to one of the Medicare inpatient hospital prospective payment systems, 

they essentially function as and are viewed as short-stay hospitals by their communities.

b. Other non-short-stay hospitals include long-term hospitals, psychiatric hospitals, rehabilitation hospitals, children’s hospitals, and religious nonmedical institutions.

c. Based on total number of persons enrolled in the Hospital Insurance program as of July 1, 2007.

Table 8.C2—Number of participating Medicare hospitals and certified beds, by type of hospital, census 

division, and state or other area, December 2007—Continued

Census division and state or area

All hospitals Short-stay and critical access hospitals a Other non-short-stay b

Hospitals Beds Hospitals Beds

Beds per 1,000

enrollees c Hospitals Beds
8.C Medicare: Participating Facilities

8.32 ♦ Annual Statistical Supplement, 2008

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

nursing facilities, home health agencies, Clinical Laboratory Improvement Act facilities, and end-stage renal 

disease facilities, by census division and state or other area, December 2007

Census division and state or area

Skilled nursing facilities

Home

health

agencies

Clinical

Laboratory

Improvement

Act facilities

End-stage

renal disease

Number Beds facilities

Beds per 1,000

enrollees a

Total

All areas 15,054 1,532,267 34.9 9,024 206,065 5,095

United States 15,044 1,531,874 35.7 8,968 204,874 5,050

New England 995 102,598 45.6 312 9,555 166

Connecticut 244 29,548 55.3 85 2,637 32

Maine 113 6,615 27.0 29 995 18

Massachusetts 438 47,582 47.8 128 3,733 82

New Hampshire 74 7,224 35.4 36 945 10

Rhode Island 86 8,486 49.2 22 778 17

Vermont 40 3,143 31.1 12 467 7

Middle Atlantic 1,726 254,478 40.9 565 23,740 601

New Jersey 362 49,645 40.1 49 5,437 118

New York 655 120,616 43.0 191 10,495 239

Pennsylvania 709 84,217 38.7 325 7,808 244

East North Central 2,922 281,157 41.1 1,693 33,538 784

Illinois 703 64,202 37.4 497 8,757 201

Indiana 489 45,410 48.3 189 4,967 108

Michigan 403 44,156 28.7 400 7,129 155

Ohio 955 91,880 51.3 479 9,390 214

Wisconsin 372 35,509 41.6 128 3,295 106

West North Central 1,920 151,129 49.0 831 15,959 388

Iowa 415 29,003 58.1 177 2,769 62

Kansas 268 18,895 46.0 135 2,367 47

Minnesota 380 33,070 45.4 215 3,023 83

Missouri 485 43,798 46.4 171 4,798 124

Nebraska 196 14,110 52.8 69 1,661 33

North Dakota 83 6,431 61.3 23 552 15

South Dakota 93 5,822 45.0 41 789 24

South Atlantic 2,292 242,522 28.2 1,521 42,432 1,138

Delaware 38 4,167 30.7 19 747 18

District of Columbia 19 2,326 32.3 25 450 22

Florida 677 78,197 25.0 841 14,697 304

Georgia 357 38,199 34.8 101 6,843 243

Maryland 228 25,108 34.9 49 3,423 114

North Carolina 420 41,847 30.8 169 6,369 163

South Carolina 173 17,101 24.7 68 3,455 106

Virginia 257 25,933 25.0 188 4,683 140

West Virginia 123 9,644 26.3 61 1,765 28

East South Central 991 92,543 31.6 445 13,838 394

Alabama 229 25,650 32.7 146 3,537 111

Kentucky 292 24,911 35.4 104 3,335 81

Mississippi 171 15,493 33.1 56 2,254 69

Tennessee 299 26,489 27.3 139 4,712 133

West South Central 1,862 195,219 44.4 2,240 27,695 706

Arkansas 215 20,956 42.3 174 1,970 62

Louisiana 292 36,341 57.0 221 3,735 149

Oklahoma 280 25,281 44.8 212 3,130 70

Texas 1,075 112,641 41.7 1,633 18,860 425

Mountain 726 67,115 25.2 546 12,543 280

Arizona 135 14,912 17.9 86 3,840 100

Colorado 193 17,548 31.9 136 2,738 51

Idaho 76 5,918 28.7 49 916 17

Montana 91 6,973 44.8 36 694 13

Nevada 46 5,363 16.9 71 1,363 29

New Mexico 67 6,200 22.1 68 1,235 34

Utah 85 7,375 29.3 73 1,379 27

Wyoming 33 2,826 38.2 27 378 9

(Continued)
8.C Medicare: Participating Facilities

Annual Statistical Supplement, 2008 ♦ 8.33

CONTACT: Maria Diacogiannis (410) 786-0178 or supplement@ssa.gov.

Pacific 1,610 145,113 24.5 815 25,574 593

Alaska 15 570 10.1 16 528 4

California 1,197 109,886 26.0 668 18,927 458

Hawaii 43 3,866 20.5 14 799 18

Oregon 121 10,603 18.9 57 2,184 52

Washington 234 20,188 23.2 60 3,136 61

Outlying areas 10 393 0.6 56 1,191 45

Puerto Rico 8 323 0.5 49 1,061 36

U.S. Virgin Islands 1 40 2.9 2 41 3

Other 1 30 2.0 5 89 6

SOURCE: Centers for Medicare & Medicaid Services.

a. Based on total number of beneficiaries enrolled in the Hospital Insurance program as of July 1, 2007.

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

nursing facilities, home health agencies, Clinical Laboratory Improvement Act facilities, and end-stage renal 

disease facilities, by census division and state or other area, December 2007—Continued

Census division and state or area

Skilled nursing facilities

Home

health

agencies

Clinical

Laboratory

Improvement

Act facilities

End-stage

renal disease

Number Beds facilities

Beds per 1,000

enrollees a
8.E Medicaid: Recipients

8.34 ♦ Annual Statistical Supplement, 2008

Table 8.E1—Number of recipients, total vendor payments, and average payment,

by type of medical service, fiscal years 1985–2006

Year Total a

Inpatient

services in—

Intermediatecare facility

services for—

Nursing

facility b

Physicians’ Dental

Other

practitioner

Outpatient

hospital Clinic

Laboratory

and

radiologicalHome

health

Prescribed

drugs

Family

planning Other cGeneral

hospital

Mental

hospital

Mentally

retarded All other

Number of recipients (thousands)

1985 21,814 3,434 60 147 828 547 14,387 4,672 3,357 10,072 2,121 6,354 535 13,921 1,636 5,371

1986 22,515 3,544 53 145 828 571 14,894 5,161 3,451 10,702 2,027 7,123 593 14,704 1,732 5,573

1987 23,109 3,767 57 149 849 572 15,373 5,131 3,542 10,979 2,183 7,596 609 15,083 1,652 5,957

1988 22,907 3,832 60 145 866 579 15,265 5,072 3,480 10,533 2,256 7,579 569 15,323 1,525 6,601

1989 23,511 4,170 90 148 888 564 15,686 4,214 3,555 11,344 2,391 7,759 609 15,916 1,564 7,278

1990 25,255 4,593 92 147 860 601 17,078 4,552 3,873 12,370 2,804 8,959 719 17,294 1,752 8,302

1991 28,280 5,072 65 146 b 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 b 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 b 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 b 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 b 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 b 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 b 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 b 1,646 18,555 4,965 4,342 12,158 5,285 9,381 1,225 19,338 2,011 34,820

1999 40,300 4,479 96 121 b 1,624 18,052 5,577 3,945 12,323 6,660 10,103 808 19,428 . . . 37,484

2000 42,886 4,912 99 118 b 1,705 18,965 5,922 4,758 13,169 7,677 11,438 1,007 20,324 . . . 40,732

2001 46,163 4,879 91 116 b 1,702 20,021 7,018 5,102 13,731 8,463 12,339 1,013 21,910 . . . 44,608

2002 d 49,329 5,046 100 117 b 1,760 22,065 7,881 5,566 14,831 9,491 14,062 1,064 24,380 . . . 49,556

2003 51,971 5,217 105 114 b 1,691 22,857 8,510 5,746 15,511 10,162 14,687 1,184 26,075 . . . 53,128

2004 55,002 5,425 117 114 b 1,709 23,612 9,037 5,933 15,888 11,102 15,875 1,146 27,549 . . . 69,340

2005 e 57,643 5,488 120 109 b 1,712 24,204 9,328 5,904 16,314 11,913 16,020 1,195 28,385 . . . 74,296

2006 f 57,732 6,268 138 107 b 1,722 23,265 9,514 5,881 16,015 11,858 16,202 1,191 27,310 . . . 76,864

Total payments (millions of dollars)

1985 37,508 9,453 1,192 4,731 6,516 5,071 2,346 458 251 1,789 714 337 1,120 2,315 195 1,020

1986 41,005 10,364 1,113 5,072 6,773 5,660 2,547 531 252 1,980 807 424 1,352 2,692 226 1,212

1987 45,050 11,302 1,409 5,591 7,280 5,967 2,776 541 263 2,226 963 475 1,690 2,988 228 1,349

1988 48,710 12,076 1,375 6,022 7,923 6,354 2,953 577 284 2,413 1,105 543 2,015 3,294 206 1,569

1989 54,500 13,378 1,470 6,649 8,871 6,660 3,408 498 317 2,837 1,249 590 2,572 3,689 227 2,085

1990 64,859 16,674 1,714 7,354 9,667 8,026 4,018 593 372 3,324 1,688 721 3,404 4,420 265 2,618

1991 77,048 19,891 2,010 7,680 b 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 b 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 b 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 b 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 b 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 b 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 b 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 b 31,892 6,070 901 587 5,759 3,921 939 2,702 13,522 449 38,747

1999 147,372 21,341 1,638 8,756 b 31,976 6,420 1,155 464 5,895 5,439 1,143 2,714 15,933 . . . 44,492

2000 168,442 24,130 1,769 9,375 b 34,527 6,809 1,413 663 7,081 6,137 1,292 3,133 19,898 . . . 52,209

2001 186,913 25,943 1,959 9,700 b 37,322 7,438 1,896 761 7,496 5,602 1,622 3,520 23,764 . . . 59,884

2002 d 213,497 29,123 2,128 10,676 b 39,286 8,349 2,309 842 8,469 6,704 2,160 3,926 28,404 . . . 71,121

2003 233,206 31,549 2,143 10,861 b 40,381 9,210 2,595 882 9,252 7,312 2,365 4,404 33,714 . . . 78,537

2004 257,748 34,914 2,326 11,193 b 42,008 10,061 2,867 951 10,261 8,336 2,695 4,566 39,476 . . . 88,096

2005 e 275,569 35,347 2,333 11,730 b 44,675 11,278 3,045 1,182 10,228 8,986 2,927 5,361 42,830 . . . 95,649

2006 f 268,505 36,466 2,392 11,854 b 45,674 10,581 3,123 1,148 10,454 8,736 2,988 5,917 28,243 . . . 100,930

(Continued)
8.E Medicaid: Recipients

Annual Statistical Supplement, 2008 ♦ 8.35

CONTACT: Wendy Alexander (410) 786-5245 or supplement@ssa.gov.

Average payment (dollars)

1985 1,719 2,753 20,021 32,238 7,868 9,278 163 98 75 178 337 53 2,092 166 119 190

1986 1,821 2,924 20,952 35,089 8,182 9,910 171 103 73 185 398 60 2,278 183 130 217

1987 1,949 3,000 24,714 37,490 8,571 10,432 181 105 74 203 441 63 2,777 198 138 227

1988 2,126 3,151 22,956 41,413 9,153 10,971 193 114 82 229 490 72 3,542 215 135 238

1989 2,318 3,208 16,397 44,999 9,994 11,809 217 118 89 250 523 76 4,225 232 145 286

1990 2,568 3,630 18,548 50,048 11,236 13,356 235 130 96 269 602 80 4,733 256 151 315

1991 2,725 3,922 30,948 52,750 b 13,811 256 136 102 303 630 85 5,048 277 164 328

1992 2,936 4,075 28,364 56,502 b 14,965 282 149 114 349 685 88 5,283 307 196 342

1993 3,042 4,366 28,948 59,156 b 15,798 293 156 179 378 714 88 5,250 333 212 385

1994 3,089 4,463 24,120 52,571 b 16,533 296 153 192 383 713 88 5,445 363 201 444

1995 3,311 4,735 29,847 68,613 b 17,424 309 160 178 397 804 90 5,740 413 206 555

1996 3,369 4,696 21,873 68,232 b 18,589 317 166 205 409 833 96 6,293 474 200 566

1997 3,568 4,877 22,990 72,033 b 19,029 333 275 190 453 902 93 6,575 571 200 639

1998 3,501 5,031 20,701 74,960 b 19,379 327 182 135 474 742 100 2,206 699 223 1,113

1999 3,657 4,764 16,913 72,180 b 19,688 356 207 118 478 817 113 3,356 820 . . . 1,187

2000 3,928 4,912 17,780 78,882 b 20,240 359 239 139 538 799 113 3,111 979 . . . 1,282

2001 4,049 5,317 21,482 83,191 b 21,926 372 270 149 546 662 132 3,473 1,085 . . . 1,342

2002 d 4,328 5,771 21,377 91,588 b 22,326 378 293 151 571 706 154 3,689 1,165 . . . 1,435

2003 4,487 6,047 20,503 95,287 b 23,882 403 305 154 596 720 161 3,720 1,293 . . . 1,478

2004 4,686 6,435 19,928 98,281 b 24,585 426 317 160 646 751 170 3,984 1,433 . . . 1,270

2005 e 4,781 6,441 19,397 107,205 b 26,097 466 326 200 627 754 183 4,487 1,509 . . . 1,287

2006 f 4,651 5,818 17,327 110,385 b 26,519 455 328 195 653 737 184 4,970 1,034 . . . 1,313

SOURCE: Data before 1999 are from HCFA-Form 2082, and data onward are from Medicaid Statistical Information System (MSIS) State Summary Data, Centers for 

Medicare & Medicaid Services.

NOTES: Beginning with 1999, excludes recipients in Puerto Rico and the U.S. Virgin Islands. Data are not available.

. . . = not applicable.

a. Number of recipients (thousands) by type of medical services does not add to the total because a number of recipients receive medical services in more than one category during the year. Total represents the unduplicated number of recipients receiving any type of medical service during the year.

b. Beginning in fiscal year 1991, "Nursing facility services" category combines "Intermediate care facility services, All other" and "Skilled nursing facility services," which 

were previously separate. Data under "Nursing facility services" before 1991 reflect "Skilled nursing facility services."

c. Beginning in 1998, several new medical services were combined with “Other” (excludes unknowns).

d. Revised data.

e. Fiscal year 2005 data are not available for Maine. Fiscal year 2004 data have been substituted.

f. Fiscal year 2006 data are not available for Nevada. Fiscal year 2005 data have been substituted.

Table 8.E1—Number of recipients, total vendor payments, and average payment,

by type of medical service, fiscal years 1985–2006—Continued

Year Total a

Inpatient

services in—

Intermediatecare facility

services for—

Nursing

facility b

Physicians’ Dental

Other

practitioner

Outpatient

hospital Clinic

Laboratory

and

radiologicalHome

health

Prescribed

drugs

Family

planning Other cGeneral

hospital

Mental

hospital

Mentally

retarded All other
8.E Medicaid: Recipients

8.36 ♦ Annual Statistical Supplement, 2008

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

by type of eligibility category, fiscal years 1985–2006

Year Total

Aged 65

or older Blind

Permanent

and total

disability

Dependent

children

under age 21

Adults in families

with dependent

children Other

Number of recipients (thousands)

1985 21,814 3,061 80 2,937 9,757 5,518 1,214

1986 22,515 3,140 82 3,100 10,029 5,647 1,362

1987 23,109 3,224 85 3,296 10,168 5,599 1,418

1988 22,907 3,159 86 3,401 10,037 5,503 1,343

1989 23,511 3,132 95 3,496 10,318 5,717 1,175

1990 25,255 3,202 83 3,635 11,220 6,010 1,105

1991 28,280 3,359 85 3,983 13,415 6,778 658

1992 30,926 3,742 84 4,378 15,104 6,954 664

1993 33,432 3,863 84 4,932 16,285 7,505 763

1994 35,053 4,035 87 5,372 17,194 7,586 779

1995 36,282 4,119 92 5,767 17,164 7,604 1,537

1996 36,118 4,285 95 6,126 16,739 7,127 1,746

1997 34,872 3,955 . . . 6,129 15,791 6,803 2,195

1998 40,649 3,964 . . . 6,638 18,964 7,908 3,176

1999 40,300 4,241 . . . 7,303 20,119 8,552 846

2000 42,886 4,289 . . . 7,479 21,086 10,543 862

2001 46,163 4,420 . . . 7,703 22,533 11,639 869

2002 a 49,329 3,890 . . . 7,411 22,421 11,253 4,354

2003 51,971 4,041 . . . 7,669 23,992 11,679 4,591

2004 55,002 4,318 . . . 7,933 25,613 12,225 4,913

2005 b 57,643 4,396 . . . 8,210 26,337 12,529 6,171

2006 c 57,732 4,375 . . . 8,332 26,771 12,598 5,656

Total payments (millions of dollars)

1985 37,508 14,096 249 13,203 4,414 4,746 798

1986 41,005 15,097 277 14,635 5,135 4,880 980

1987 45,050 16,037 309 16,507 5,508 5,592 1,078

1988 48,710 17,135 344 18,250 5,848 5,883 1,198

1989 54,500 18,558 409 20,476 6,892 6,897 1,268

1990 64,859 21,508 434 23,969 9,100 8,590 1,257

1991 77,048 25,453 475 27,798 11,690 10,439 1,193

1992 90,814 29,078 530 33,326 14,491 12,185 1,204

1993 101,709 31,554 589 38,065 16,504 13,605 1,391

1994 108,270 33,618 644 41,654 17,302 13,585 1,467

1995 120,141 36,527 848 48,570 17,976 13,511 2,708

1996 121,685 36,947 869 51,196 17,544 12,275 2,853

1997 124,430 37,721 . . . 54,130 17,544 12,307 2,727

1998 142,318 40,602 . . . 60,375 22,806 14,833 3,702

1999 147,372 40,470 . . . 63,028 20,765 15,141 7,966

2000 168,442 44,560 . . . 72,772 23,490 17,671 9,948

2001 186,913 48,431 . . . 80,493 26,770 20,096 11,121

2002 a 213,497 52,012 . . . 92,414 31,595 23,525 13,950

2003 233,206 55,271 . . . 102,014 35,079 26,689 14,153

2004 257,748 59,541 . . . 111,614 39,194 30,522 16,877

2005 b 275,569 63,358 . . . 119,647 42,012 32,385 18,167

2006 c 268,505 58,109 . . . 116,209 44,645 32,871 16,670

(Continued)
8.E Medicaid: Recipients

Annual Statistical Supplement, 2008 ♦ 8.37

CONTACT: Wendy Alexander (410) 786-5245 or supplement@ssa.gov.

Average payment (dollars)

1985 1,719 4,605 3,104 4,496 452 860 658

1986 1,821 4,808 3,401 4,721 512 864 719

1987 1,949 4,975 3,644 5,008 542 999 761

1988 2,126 5,425 4,005 5,366 583 1,069 891

1989 2,318 5,926 4,317 5,858 668 1,206 1,079

1990 2,568 6,717 5,212 6,595 811 1,429 1,138

1991 2,725 7,577 5,572 6,979 871 1,540 1,813

1992 2,936 7,770 6,298 7,612 959 1,752 1,813

1993 3,042 8,168 7,036 7,717 1,013 1,813 1,824

1994 3,089 8,331 7,412 7,755 1,006 1,791 1,884

1995 3,311 8,868 9,256 8,422 1,047 1,777 1,762

1996 3,369 8,622 9,143 8,357 1,048 1,722 1,635

1997 3,568 9,538 . . . 8,832 1,111 1,809 3,597

1998 3,501 10,242 . . . 9,095 1,203 1,876 1,166

1999 3,657 9,541 . . . 8,630 1,032 1,770 9,407

2000 3,928 10,388 . . . 9,729 1,114 1,676 11,536

2001 4,049 10,957 . . . 10,449 1,188 1,727 12,792

2002 a 4,328 13,370 . . . 12,470 1,409 2,091 3,204

2003 4,487 13,677 . . . 13,303 1,462 2,285 3,083

2004 4,686 13,790 . . . 14,070 1,530 2,497 3,435

2005 b 4,781 14,413 . . . 14,574 1,595 2,585 2,944

2006 c 4,651 13,283 . . . 13,947 1,668 2,609 2,947

SOURCE: Data before 1999 are from HCFA-Form 2082, and data onward are from Medicaid Statistical Information System (MSIS) State Summary Data, Centers for 

Medicare & Medicaid Services.

NOTES: Totals do not necessarily equal the sum of rounded components.

Beginning in 1997, "Disability" includes blindness. "Children" includes foster care children, and "Other" are "Unknowns." In 1999 and 2000, "Other" includes foster care 

children and "Unknowns." In 2001 and 2002, "Other" includes foster care children, "Unknowns," and individuals covered under the Breast and Cervical Cancer Prevention and Treatment Act of 2000.

Beginning with 1999, excludes recipients in Puerto Rico and the U.S. Virgin Islands. Data are not available.

. . . = not applicable.

a. Revised data.

b. Fiscal year 2005 data are not available for Maine. Fiscal year 2004 data have been substituted.

c. Fiscal year 2006 data are not available for Nevada. Fiscal year 2005 data have been substituted.

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

by type of eligibility category, fiscal years 1985–2006—Continued

Year Total

Aged 65

or older Blind

Permanent

and total

disability

Dependent

children

under age 21

Adults in families

with dependent

children Other
8.H Medicaid: State Data

8.38 ♦ Annual Statistical Supplement, 2008

CONTACT: Wendy Alexander (410) 786-5245 or supplement@ssa.gov.

Table 8.H1—Number of recipients, total payments, and average payment, by state, fiscal year 2006

State

Number of

recipients

Total payments

(millions of dollars)

Average payment

(dollars)

United States a

a. Excludes recipients in Puerto Rico and the U.S. Virgin Islands. Data are not available.

57,731,668 268,505 4,651

Alabama 844,988 3,897 4,612

Alaska 120,508 954 7,915

Arizona 1,018,666 3,153 3,095

Arkansas 753,166 2,778 3,688

California 10,427,093 29,010 2,782

Colorado 624,889 2,679 4,288

Connecticut 517,529 3,986 7,702

Delaware 170,659 947 5,548

District of Columbia 159,335 1,385 8,695

Florida 3,123,301 12,569 4,024

Georgia 1,817,822 6,042 3,324

Hawaii 227,043 989 4,354

Idaho 216,958 1,057 4,870

Illinois 2,194,730 9,963 4,539

Indiana 999,079 5,011 5,016

Iowa 431,184 2,524 5,854

Kansas 343,498 1,996 5,810

Kentucky 899,616 4,135 4,597

Louisiana 1,148,972 3,978 3,462

Maine b

b. Fiscal year 2005 and fiscal year 2006 data are not available for Maine. Fiscal year 2004 data have been substituted.

293,966 2,366 8,050

Maryland 759,002 5,219 6,876

Massachusetts 1,166,759 8,661 7,423

Michigan 1,872,398 7,139 3,813

Minnesota 717,738 5,505 7,670

Mississippi 745,291 3,144 4,219

Missouri 1,136,495 4,771 4,198

Montana 115,278 639 5,545

Nebraska 247,503 1,451 5,863

Nevada c

c. Fiscal year 2006 data are not available for Nevada. Fiscal year 2005 data have been substituted.

256,812 1,090 4,243

New Hampshire 126,458 855 6,758

New Jersey 1,004,370 7,512 7,479

New Mexico 515,658 2,333 4,523

New York 5,194,373 40,235 7,746

North Carolina 1,631,243 8,121 4,978

North Dakota 74,076 510 6,885

Ohio 2,020,532 11,834 5,857

Oklahoma 725,736 2,934 4,042

Oregon 516,067 2,274 4,406

Pennsylvania 2,064,061 10,052 4,870

Rhode Island 212,491 1,647 7,750

South Carolina 861,838 4,013 4,656

South Dakota 130,509 606 4,641

Tennessee 1,590,807 5,955 3,743

Texas 3,910,487 13,764 3,520

Utah 288,149 1,521 5,279

Vermont 149,808 813 5,430

Virginia 820,625 4,173 5,085

Washington 1,127,976 5,230 4,637

West Virginia 373,296 2,226 5,962

Wisconsin 973,369 4,451 4,573

Wyoming 69,461 412 5,930

SOURCE: Medicaid Statistical Information System (MSIS) State Summary Data, Centers for Medicare & Medicaid Services.

NOTE: Totals do not necessarily equal the sum of rounded components.
Other Social Insurance and

Veterans’ Benefits

Unemployment Insurance 9.1

Workers’ Compensation 9.3

Temporary Disability Insurance 9.9

Black Lung Benefits 9.10

Veterans’ Benefits 9.12

Section 9. Other Social

Insurance Programs and

Veterans’ Benefits

9.A Unemployment Insurance

Annual Statistical Supplement, 2008 ♦ 9.1

Table 9.A2—Summary data on state programs, by state or other area, 2007

State or area

Covered employment 

(excludes federal 

government)

Insured

unemploy

-ment as

percent of

covered

employment a

Number

of first

payments

Average weekly 

benefit for total 

unemployment

Average

weekly

insured

unemploy

-ment

Average

actual

duration

(weeks)

Claimants 

exhausting benefits

Contributions

collected b

(millions

of dollars)

Benefits

paid c

(millions

of dollars)

Average

employer

contribution

rate d

(percent)

Average

number of

workers

(thousands)

Total

payroll e

(millions

of dollars)

Amount f

(dollars)

Percent

of

average

weekly

wages g Number

Percent

of first

payments h

Total 133,684 5,866,669 1.9 7,642,400 287.73 34.1 2,571,541 15.2 2,670,579 35.6 31,670 32,247 2.4

Alabama 1,900 69,732 1.5 102,389 187.64 26.6 27,911 12.0 27,844 26.0 216 219 1.4

Alaska 294 12,576 3.6 38,422 200.09 24.3 10,503 14.4 15,015 38.6 142 102 2.5

Arizona 2,595 106,805 1.2 84,119 202.09 25.5 30,130 15.1 32,228 42.7 302 278 1.5

Arkansas 1,153 38,833 2.6 83,409 257.42 39.7 29,815 14.5 29,036 36.0 244 284 2.3

California 15,395 774,856 2.4 1,017,712 298.23 30.8 374,128 16.8 429,715 44.6 4,753 5,157 4.2

Colorado 2,241 100,660 1.0 70,516 326.57 37.8 22,920 13.4 28,353 40.7 421 301 1.8

Connecticut 1,666 96,705 2.3 121,285 309.98 27.8 38,838 16.1 38,354 31.9 516 575 2.6

Delaware 418 19,727 2.1 23,873 255.83 28.2 8,659 17.2 7,952 33.9 78 109 2.2

District of Columbia 487 33,345 0.9 16,952 286.20 21.7 4,383 19.1 9,057 54.5 104 90 2.0

Florida 7,818 307,901 1.4 330,266 237.41 31.3 110,452 14.4 131,714 47.1 880 1,123 1.5

Georgia 3,981 165,861 1.4 211,871 262.74 32.8 56,887 11.2 71,490 35.5 524 583 1.5

Hawaii 594 22,751 1.1 23,217 384.00 52.1 6,801 13.4 4,972 23.6 110 115 0.8

Idaho 648 21,433 1.9 45,360 254.97 40.1 12,368 11.3 10,797 25.9 130 122 1.2

Illinois 5,782 274,339 2.3 352,686 305.47 33.5 131,914 17.3 124,091 36.1 2,228 1,850 3.7

Indiana 2,869 106,863 1.9 186,575 290.24 40.5 55,717 13.3 76,367 40.3 534 725 2.8

Iowa 1,467 52,115 1.7 91,367 292.55 42.8 24,672 12.9 22,305 23.1 335 330 1.6

Kansas 1,332 48,897 1.3 58,451 302.08 42.8 17,612 13.5 17,134 29.1 228 224 1.5

Kentucky 1,764 63,696 1.8 114,861 284.14 40.9 31,073 13.5 24,790 21.3 350 412 2.6

Louisiana 1,837 69,554 1.1 55,079 204.21 28.1 20,464 15.0 22,684 40.7 173 176 1.4

Maine 588 20,272 1.8 32,545 254.10 38.3 10,433 14.1 9,877 30.3 101 115 1.8

Maryland 2,422 112,688 1.5 105,654 282.22 31.5 36,820 14.7 31,546 31.7 377 447 1.8

Massachusetts 3,185 175,410 2.6 218,551 378.60 35.7 81,567 18.0 75,570 35.0 1,501 1,357 3.6

Michigan 4,125 178,000 3.4 435,659 293.07 35.3 140,889 14.8 153,995 33.5 1,541 1,853 4.7

Minnesota 2,655 117,268 1.9 142,182 341.31 40.2 51,323 16.4 47,668 33.0 821 746 1.7

Mississippi 1,109 35,180 1.8 54,172 176.72 29.0 19,604 14.5 17,651 31.5 106 143 1.4

Missouri 2,665 101,955 1.8 139,265 224.81 30.6 47,000 14.0 41,745 29.3 556 438 2.2

Montana 423 13,303 1.7 20,903 227.79 37.7 7,243 14.8 6,612 31.9 87 70 1.2

Nebraska 901 31,420 1.1 32,420 234.29 34.9 9,766 12.3 14,837 44.1 121 93 1.7

Nevada 1,268 53,109 2.0 81,280 284.27 35.3 25,009 14.4 26,170 37.6 365 339 1.4

New Hampshire 622 27,104 1.2 26,058 263.65 31.5 7,514 12.6 4,336 16.6 52 89 1.3

New Jersey 3,900 209,120 2.9 311,568 358.90 34.8 113,735 18.1 139,116 44.7 1,812 1,925 2.0

New Mexico 791 27,984 1.4 30,400 256.10 37.7 11,416 16.3 12,134 42.4 105 130 1.0

New York 8,427 500,392 2.1 458,096 294.54 25.8 174,143 17.1 165,122 36.8 2,166 2,274 3.5

North Carolina 4,000 154,419 1.9 242,923 276.35 37.2 77,406 13.9 100,241 41.3 899 718 1.9

North Dakota 332 10,799 1.1 12,947 267.71 42.8 3,497 11.9 4,318 30.8 52 45 1.2

(Continued)
9.A Unemployment Insurance

9.2 ♦ Annual Statistical Supplement, 2008

CONTACT: Scott Gibbons (202) 693-3008 or supplement@ssa.gov.

Ohio 5,230 206,919 1.9 278,006 289.95 38.1 98,705 15.2 78,525 28.4 1,050 1,152 2.5

Oklahoma 1,489 51,750 1.0 41,715 250.59 37.5 14,449 15.1 15,816 36.9 202 156 1.1

Oregon 1,699 66,588 2.6 138,246 285.62 37.9 43,694 14.0 39,580 30.6 607 524 2.0

Pennsylvania 5,549 237,990 3.0 461,807 322.93 39.2 164,136 16.2 131,934 28.9 2,207 2,149 5.0

Rhode Island 470 19,304 2.9 41,215 358.99 45.5 13,453 15.6 15,181 39.1 175 229 3.4

South Carolina 1,862 65,246 2.1 114,095 229.69 34.1 38,646 13.8 43,311 38.2 275 354 2.2

South Dakota 381 11,828 0.6 7,689 227.25 38.1 2,110 11.2 847 10.6 25 22 0.9

Tennessee 2,696 104,237 1.5 143,130 221.69 29.8 40,900 13.9 50,775 35.1 344 441 1.8

Texas 10,047 445,826 0.9 279,698 286.83 33.6 93,987 14.8 107,958 36.5 998 1,110 1.9

Utah 1,184 43,139 0.7 26,303 294.07 42.0 8,041 12.7 7,195 30.7 194 99 0.9

Vermont 297 10,864 2.2 22,967 287.10 40.9 6,580 14.4 4,218 18.6 58 91 2.9

Virginia 3,516 157,082 0.9 111,988 267.25 31.1 32,067 12.4 36,572 33.1 405 380 1.4

Washington 2,857 127,500 1.7 168,734 334.58 39.0 49,172 13.1 34,359 20.6 1,192 711 2.0

West Virginia 684 22,714 2.0 43,269 239.85 37.6 13,414 13.4 10,015 22.9 136 148 2.8

Wisconsin 2,752 104,239 2.8 279,814 267.08 36.7 75,884 13.1 69,167 25.5 650 877 2.7

Wyoming 270 10,499 0.9 9,618 278.28 37.3 2,409 12.7 2,732 28.8 52 36 1.4

Outlying areas

Puerto Rico 1,002 24,258 4.1 99,067 111.29 23.9 40,732 18.9 46,820 47.3 169 204 3.2

U.S. Virgin Islands 45 1,614 1.2 2,006 318.54 46.2 549 15.3 738 42.4 2 9 0.2

SOURCES: Department of Labor, Employment and Training Administration and Bureau of Labor Statistics; based on data submitted by state agencies.

NOTES: 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.

Totals do not necessarily equal the sum of rounded components.

a. Based on average covered employment in 12-month period.

b. Contributions, penalties, and interest from employers and contributions from employees in states taxing workers; adjusted to exclude refunds of contributions and dishonored checks; excludes state and local government employees covered on reimbursable basis.

c. Adjusted to exclude voided benefit checks and for transfers under interstate combined-wage plan; excludes Extended Benefits and Emergency Unemployment Compensation.

d. Estimated data. Contribution rate as a percentage of taxable payroll; excludes state and local jurisdictions covering state and local government employees on a reimbursable basis. Standard contribution rate for most states, 2.7 percent.

e. Total wages earned in covered employment during all pay periods ended within the year.

f. Includes dependents’ allowances for states that provide such benefits.

g. Based on average total weekly wage in current year.

h. Percentages based on first payments for 12-month period.

Table 9.A2—Summary data on state programs, by state or other area, 2007—Continued

State or area

Covered employment 

(excludes federal 

government)

Insured

unemploy

-ment as

percent of

covered

employment a

Number

of first

payments

Average weekly 

benefit for total 

unemployment

Average

weekly

insured

unemploy

-ment

Average

actual

duration

(weeks)

Claimants 

exhausting benefits

Contributions

collected b

(millions

of dollars)

Benefits

paid c

(millions

of dollars)

Average

employer

contribution

rate d

(percent)

Average

number of

workers

(thousands)

Total

payroll e

(millions

of dollars)

Amount f

(dollars)

Percent

of

average

weekly

wages g Number

Percent

of first

payments h
9.B Workers’ Compensation

Annual Statistical Supplement, 2008 ♦ 9.3

Table 9.B1—Coverage, benefits, and costs, selected years 1940–2006

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

Benefits as a

percentage

of covered

payroll b Total

Type of insurance Type of benefits

Private

carriers c

State and

federal funds d

Employers’

self-insurance b

Medical and

hospitalization

Compensation

payments

1940 24.6 256 135 73 48 95 161 1.19 0.72

1946 32.7 434 270 96 68 140 294 0.91 0.54

1948 36.0 534 335 121 78 175 359 0.96 0.51

1949 35.3 566 353 132 81 185 381 0.98 0.55

1950 36.9 615 381 149 85 200 415 0.89 0.54

1951 38.7 709 444 170 94 233 476 0.90 0.54

1952 39.4 785 491 193 101 260 525 0.94 0.55

1953 40.7 841 524 210 107 280 561 0.97 0.55

1954 39.8 876 540 225 110 308 568 0.98 0.57

1955 41.4 916 563 238 115 325 591 0.91 0.55

1956 43.0 1,002 618 259 125 350 652 0.92 0.55

1957 43.3 1,062 661 271 130 360 702 0.91 0.56

1958 42.5 1,112 694 285 132 375 737 0.91 0.58

1959 44.0 1,210 753 316 141 410 800 0.89 0.58

1960 44.9 1,295 810 325 160 435 860 0.93 0.59

1961 45.0 1,374 851 347 176 460 914 0.95 0.61

1962 46.2 1,489 924 371 194 495 994 0.96 0.62

1963 47.3 1,582 988 388 207 525 1,057 0.99 0.62

1964 48.8 1,707 1,070 412 226 565 1,142 1.00 0.63

1965 50.8 1,814 1,124 445 244 600 1,214 1.00 0.61

1966 53.7 2,000 1,239 486 275 680 1,320 1.02 0.61

1967 55.0 2,189 1,363 524 303 750 1,439 1.07 0.63

1968 56.8 2,376 1,482 556 338 830 1,546 1.07 0.62

1969 59.0 2,634 1,641 607 386 920 1,714 1.08 0.62

1970 59.2 3,031 1,843 755 432 1,050 1,981 1.11 0.66

1971 59.4 3,563 2,005 1,098 460 1,130 2,433 1.11 0.67

1972 62.3 4,061 2,179 1,379 504 1,250 2,811 1.14 0.68

1973 66.3 5,103 2,514 1,998 592 1,480 3,623 1.17 0.70

1974 68.0 5,781 2,971 2,086 724 1,760 4,021 1.24 0.75

1975 67.2 6,598 3,422 2,324 852 2,030 4,568 1.32 0.83

1976 69.6 7,584 3,976 2,570 1,039 2,380 5,204 1.49 0.87

1977 72.1 8,630 4,629 2,750 1,250 2,680 5,950 1.71 0.92

1978 75.6 9,796 5,256 3,043 1,497 2,980 6,816 1.86 0.94

1979 78.6 12,027 6,157 4,022 1,848 3,520 8,507 1.95 1.01

1980 78.8 13,618 7,029 4,330 2,259 3,947 9,671 1.96 1.07

1981 78.3 15,054 7,876 4,595 2,583 4,431 10,623 1.85 1.08

1982 77.0 16,407 8,647 4,768 2,993 5,058 11,349 1.75 1.16

1983 78.0 17,575 9,265 5,061 3,249 5,681 11,894 1.67 1.17

1984 81.9 19,685 10,610 5,405 3,671 6,424 13,261 1.66 1.21

1985 84.3 22,217 12,341 5,744 4,132 7,498 14,719 1.82 1.30

1986 86.0 24,613 13,827 6,248 4,538 8,642 15,971 1.99 1.37

1987 88.4 27,318 15,453 6,782 5,082 9,912 17,406 2.07 1.43

1988 91.3 30,733 17,512 7,477 5,744 11,518 19,215 2.16 1.49

1989 93.7 34,316 19,918 7,965 6,433 13,424 20,892 2.04 1.46

1990 95.1 38,238 22,222 8,658 7,358 15,187 23,051 2.13 1.57

1991 93.6 42,169 24,515 9,711 7,944 16,832 25,337 2.16 1.65

1992 94.6 44,660 24,030 10,987 9,643 18,252 26,408 2.13 1.69

1993 96.1 42,925 21,773 11,294 9,857 17,521 25,403 2.17 1.62

1994 109.6 43,482 21,391 10,564 11,527 17,194 26,288 2.05 1.47

1995 112.4 42,122 20,106 10,784 11,232 16,733 25,389 1.82 1.34

1996 114.8 41,960 21,024 11,108 9,828 16,739 25,221 1.66 1.26

1997 118.1 41,971 21,676 9,937 10,357 17,397 24,574 1.49 1.17

1998 121.5 43,987 23,579 10,055 10,354 18,622 25,365 1.38 1.13

1999 124.3 46,313 26,383 9,945 9,985 20,055 26,258 1.35 1.12

(Continued)
9.B Workers’ Compensation

9.4 ♦ Annual Statistical Supplement, 2008

CONTACT: Ishita Sengupta (202) 452-8097 or supplement@ssa.gov.

2000 127.1 47,699 26,874 10,345 10,481 20,933 26,766 1.34 1.06

2001 127.0 50,827 27,905 11,082 11,839 23,137 27,690 1.45 1.10

2002 125.6 52,297 28,085 12,293 11,920 24,203 28,094 1.59 1.13

2003 124.7 54,931 28,531 13,672 12,727 25,784 29,147 1.74 1.16

2004 125.9 56,053 28,212 14,305 13,535 26,334 29,719 1.75 1.13

2005 128.1 55,510 28,195 14,170 13,145 26,282 29,228 1.71 1.07

2006 130.3 54,686 27,550 14,022 13,114 26,479 28,207 1.58 0.99

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.

NOTES: Beginning in 1959, includes Alaska and Hawaii. States periodically update prior-year data, and any such changes are included in the current table.

Totals do not necessarily equal the sum of rounded components.

a. Total costs to employers who purchase insurance from private carriers and state funds consist of premiums written in the calendar year plus the payments made 

under deductible provisions. For self-insured employers, the costs include benefit payments and administrative costs.

b. Cash and medical benefits paid by self-insurers.

c. Net cash and medical benefits paid during calendar year by private insurance companies under standard workers’ compensation policies.

d. Net cash and medical benefits paid by competitive and exclusive state funds and federal benefits, including those paid under the Federal Employees’ Compensation 

Act for civilian employees; the portion of the Black Lung benefit program that is financed by employers; and a portion of benefits under the Longshore and Harbor 

Workers’ Compensation Act that are not reflected in state data, namely, benefits paid by self-insured employers and by special funds under the LHWCA.

Table 9.B1—Coverage, benefits, and costs, selected years 1940–2006—Continued

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

Benefits as a

percentage

of covered

payroll b Total

Type of insurance Type of benefits

Private

carriers c

State and

federal funds d

Employers’

self-insurance b

Medical and

hospitalization

Compensation

payments
9.B Workers’ Compensation

Annual Statistical Supplement, 2008 ♦ 9.5

Table 9.B2—Benefits, by state and federal program, 2002–2006 (in thousands of dollars)

Program 2002 2003 2004 2005 2006

Total, state and federal 52,297,394 54,930,682 56,052,789 55,510,185 54,685,629

State programs

Subtotal 49,143,768 51,745,997 52,796,587 52,252,030 51,415,307

Alabama 565,264 580,184 575,697 608,972 609,167

Alaska 172,665 176,521 185,082 182,721 182,036

Arizona 477,568 515,231 548,172 542,781 608,258

Arkansas 217,606 224,753 228,402 207,642 219,216

California 10,926,157 12,401,472 12,452,993 10,934,229 10,149,271

Colorado 756,658 753,726 844,647 889,099 870,908

Connecticut 677,590 677,510 711,167 708,300 713,120

Delaware 138,963 155,365 160,192 172,590 206,623

District of Columbia 89,879 84,254 96,567 91,349 91,763

Florida 2,595,825 2,821,211 2,730,040 2,793,834 2,532,864

Georgia 933,655 989,661 1,125,864 1,199,491 1,210,174

Hawaii 267,827 274,922 271,290 250,779 242,685

Idaho 203,223 214,192 236,987 245,602 238,212

Illinois 2,168,594 2,155,818 2,261,418 2,398,845 2,487,602

Indiana 548,078 564,011 594,153 607,970 615,323

Iowa 404,681 428,614 451,536 481,794 492,346

Kansas 342,216 337,273 370,614 384,920 397,713

Kentucky 699,998 722,882 729,600 700,960 709,628

Louisiana 621,377 669,997 726,116 667,177 578,804

Maine 260,461 233,531 267,537 272,045 282,589

Maryland 687,838 716,409 776,900 766,741 815,351

Massachusetts 876,848 1,052,982 968,629 903,674 934,660

Michigan 1,512,457 1,476,850 1,517,386 1,473,598 1,464,204

Minnesota 873,887 889,119 915,753 922,344 921,232

Mississippi 290,663 291,753 310,635 312,111 341,078

Missouri 1,033,458 1,080,870 1,119,871 1,155,906 1,174,633

Montana 199,577 216,715 223,354 239,120 248,299

Nebraska 268,741 268,627 286,507 302,327 263,435

Nevada 315,886 329,333 358,732 386,333 393,555

New Hampshire 214,135 221,753 213,164 217,662 213,719

New Jersey 1,397,952 1,484,904 1,503,372 1,618,694 1,672,471

New Mexico 177,333 190,840 198,267 230,591 237,551

New York 3,010,694 3,114,144 3,335,330 3,191,485 3,323,634

North Carolina 1,004,323 1,081,970 1,167,080 1,390,884 1,358,084

North Dakota 73,517 78,430 83,237 81,933 81,197

Ohio 2,272,551 2,442,187 2,434,715 2,447,038 2,383,544

Oklahoma 509,444 555,092 577,581 588,804 628,438

Oregon 503,490 499,625 536,289 549,640 613,288

Pennsylvania 2,478,709 2,565,344 2,594,238 2,677,899 2,684,611

Rhode Island 146,036 132,313 145,152 139,166 155,707

South Carolina 592,530 656,935 688,115 769,553 795,636

South Dakota 73,478 74,241 77,409 85,889 90,937

Tennessee 722,717 784,786 815,299 862,577 793,559

Texas 2,372,763 1,970,869 1,632,806 1,553,445 1,397,899

Utah 214,340 188,073 217,479 239,328 245,217

Vermont 119,578 120,130 123,570 121,895 124,323

Virginia 635,108 709,166 759,147 854,978 837,685

Washington 1,716,435 1,800,849 1,836,234 1,846,493 1,926,644

West Virginia 791,762 823,300 793,834 694,235 695,857

Wisconsin 881,756 833,005 898,366 1,170,055 1,043,244

Wyoming 107,475 114,252 120,062 116,528 117,311

(Continued)
9.B Workers’ Compensation

9.6 ♦ Annual Statistical Supplement, 2008

CONTACT: Ishita Sengupta (202) 452-8097 or supplement@ssa.gov.

Federal programs a

Subtotal 3,153,626 3,184,685 3,256,202 3,258,155 3,270,322

Civilian employee 2,317,325 2,367,757 2,445,077 2,462,059 2,454,861

Other 836,301 816,928 811,125 796,096 815,461

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.

NOTES: States periodically update prior-year data, and any such changes are included in the current table.

Totals do not necessarily equal the sum of rounded components.

a. Federal benefits include those paid under the Federal Employees’ Compensation Act for civilian employees; the portion of the Black Lung benefit program that is 

financed by employers; and a portion of benefits under the Longshore and Harbor Workers’ Compensation Act that are not reflected in state data, namely, benefits 

paid by self-insured employers and special funds under the LHWCA.

Table 9.B2—Benefits, by state and federal program, 2002–2006 (in thousands of dollars)—Continued

Program 2002 2003 2004 2005 2006
9.B Workers’ Compensation

Annual Statistical Supplement, 2008 ♦ 9.7

Table 9.B3—Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2006

(in thousands of dollars)

Program

Benefits paid by type of insurer Medical benefits paid

Total

Private

carriers a

State

funds

Selfinsurance b Total

As a percentage

of total benefits

Total, state and federal 54,685,629 27,549,912 10,751,467 13,113,929 26,478,618 48.4

State programs

Subtotal 51,415,307 27,549,912 10,751,467 13,113,929 25,621,027 49.8

Alabama 609,167 287,974 . . . 321,193 405,705 c 66.6

Alaska 182,036 134,519 . . . 47,517 106,309 c 58.4

Arizona 608,258 136,623 369,138 102,497 421,523 c 69.3

Arkansas 219,216 138,751 . . . 80,465 140,737 c 64.2

California 10,149,271 4,732,404 2,221,261 3,195,606 5,110,678 50.4

Colorado 870,908 242,970 429,401 198,537 428,487 c 49.2

Connecticut 713,120 520,567 . . . 192,553 315,912 c 44.3

Delaware 206,623 152,083 . . . 54,540 120,254 58.2

District of Columbia 91,763 73,974 . . . 17,788 37,439 c 40.8

Florida 2,532,864 2,022,564 . . . 510,300 1,621,033 c 64.0

Georgia 1,210,174 867,268 . . . 342,905 609,927 c 50.4

Hawaii 242,685 132,967 30,315 79,403 98,773 c 40.7

Idaho 238,212 56,028 143,428 38,756 147,691 c 62.0

Illinois 2,487,602 1,864,465 . . . 623,137 1,199,024 c 48.2

Indiana 615,323 512,532 . . . 102,791 426,419 c 69.3

Iowa 492,346 378,798 . . . 113,548 258,974 c 52.6

Kansas 397,713 260,062 . . . 137,651 233,060 c 58.6

Kentucky 709,628 360,039 88,642 260,946 417,971 c 58.9

Louisiana 578,804 329,550 125,275 123,979 305,609 c 52.8

Maine 282,589 105,882 95,442 81,265 116,144 c 41.1

Maryland 815,351 431,177 236,023 148,151 352,231 c 43.2

Massachusetts 934,660 781,807 . . . 152,853 330,104 35.3

Michigan 1,464,204 852,208 . . . 611,996 545,782 37.3

Minnesota 921,232 617,082 62,791 241,358 468,569 50.9

Mississippi 341,078 193,410 . . . 147,668 198,507 c 58.2

Missouri 1,174,633 727,862 102,987 343,784 615,508 c 52.4

Montana 248,299 81,274 123,044 43,982 143,020 c 57.6

Nebraska 263,435 208,903 . . . 54,533 165,174 c 62.7

Nevada 393,555 266,547 . . . 127,008 177,493 c 45.1

New Hampshire 213,719 168,522 . . . 45,197 127,591 c 59.7

New Jersey 1,672,471 1,283,199 . . . 389,272 830,915 49.7

New Mexico 237,551 112,501 33,035 92,016 136,354 c 57.4

New York 3,323,634 1,491,830 1,058,221 773,584 1,196,508 36.0

North Carolina 1,358,084 988,937 . . . 369,147 608,422 c 44.8

North Dakota 81,197 . . . 81,197 . . . 45,218 55.7

Ohio 2,383,544 26,343 1,921,443 435,758 1,051,774 44.1

Oklahoma 628,438 241,389 262,962 124,087 277,141 c 44.1

Oregon 613,288 259,175 267,668 86,445 331,176 c 54.0

Pennsylvania 2,684,611 1,731,055 353,784 599,772 1,176,607 43.8

Rhode Island 155,707 40,189 95,085 20,433 51,383 c 33.0

South Carolina 795,636 560,356 53,716 181,563 364,999 c 45.9

South Dakota 90,937 74,569 . . . 16,369 59,109 c 65.0

Tennessee 793,559 602,097 . . . 191,461 409,476 c 51.6

Texas 1,397,899 806,300 304,750 286,848 847,127 c 60.6

Utah 245,217 70,535 128,005 46,677 171,897 c 70.1

Vermont 124,323 107,622 . . . 16,701 62,535 c 50.3

Virginia 837,685 620,331 . . . 217,354 499,260 c 59.6

Washington 1,926,644 30,302 1,448,619 447,723 694,577 36.1

West Virginia 695,857 3,669 d 598,708 93,480 344,475 e 49.5

Wisconsin 1,043,244 859,915 . . . 183,329 758,351 72.7

Wyoming 117,311 783 116,528 . . . 58,073 e 49.5

(Continued)
9.B Workers’ Compensation

9.8 ♦ Annual Statistical Supplement, 2008

CONTACT: Ishita Sengupta (202) 452-8097 or supplement@ssa.gov.

Federal programs f

Subtotal 3,270,322 . . . . . . . . . 857,591 26.2

Civilian employee 2,454,861 . . . . . . . . . 686,935 28.0

Other 815,461 . . . . . . . . . 170,656 20.9

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.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. States with exclusive funds (North Dakota, Ohio, Washington, West Virginia, and Wyoming) may have small amounts of benefits paid by private carriers. This is 

because some companies have group policies that overlap states, and some companies include excess workers’ compensation coverage in their reports of workers’ 

compensation benefits to A.M. Best Company.

b. Self-insurance includes individual self-insurers and group self-insurance.

c. Medical percentage based on data provided by the National Council on Compensation Insurance.

d. 2006 data are not available for West Virginia state fund benefit. 2005 data have been substituted.

e. Medical percentage based on the weighted average of states where medical data were available.

f. Federal benefits include those paid under the Federal Employees’ Compensation Act for civilian employees; the portion of the Black Lung benefit program that is 

financed by employers; and a portion of benefits under the Longshore and Harbor Workers’ Compensation Act that are not reflected in state data, namely, benefits 

paid by self-insured employers and special funds under the LHWCA.

Table 9.B3—Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2006

(in thousands of dollars)—Continued

Program

Benefits paid by type of insurer Medical benefits paid

Total

Private

carriers a

State

funds

Selfinsurance b Total

As a percentage

of total benefits
9.C Temporary Disability Insurance

Annual Statistical Supplement, 2008 ♦ 9.9

CONTACT: Alex Wasarhelyi (410) 965-8752 or supplement@ssa.gov.

Table 9.C1—Selected data on state and railroad programs, 2005

State and program a

a. Statutory programs providing short-term cash benefits to employees unable to work because of nonoccupational illness or injury.

Average

annual

covered

employment

(thousands)

Taxable

payrolls

(millions of

dollars)

Average

weekly

number of

beneficiaries

(thousands)

Average

weekly

benefit

(dollars)

Average

duration

per period

paid (weeks)

Contributions

collected

(millions of

dollars)

Net benefits

paid

(millions of

dollars)

Administrative

expenditures b

(millions of

dollars)

b. State cost of administering state program and of supervising private plans.

California c

c. Benefits and beneficiary data are for periods paid or terminated in 2005.

12,939 477,200 -- -- -- -- 4,244.4 249.8

State-operated fund 12,313 446,600 92.0 364.54 14.04 4,792.3 3,691.9 191.0

Private plans 626 30,600 -- 521.22 11.97 293.6 195.3 58.8

Hawaii d (private plans)

d. Includes data not shown separately for special fund for workers whose disability begins during unemployment. In 2005, the fund paid $69,391 in benefits.

437 10,036 -- 343.47 4.75 54.5 39.9 --

New Jersey e 3,434

e. Estimated data.

-- -- -- -- -- 598.4 f 32.0

f. State fiscal year data (July 1–June 30).

State-operated fund e 2,839 e 60,800 -- 360.00 10.10 492.9 430.1 f 29.9

Private plans e 595 -- -- -- -- -- 168.3 f 2.1

New York 7,019 g 44,740

g. First $7,000 of earnings of each employee, which was paid by the employer during the calendar year.

44.6 187.89 7.72 -- 550.7 h 7.6

h. State fiscal year data (April 1–March 31).

Special state fund i

i. For workers whose disability begins during unemployment.

. . . . . . 0.3 159.93 13.21 -- 2.3 --

Private plans j

j. Includes State Insurance Fund of $10.3 million.

7,019 44,740 44.3 188.07 7.70 -- k 548.5

k. Includes medical, surgical, and hospital benefits amounting to $115 million paid under approved plans.

--

Puerto Rico -- -- -- -- -- -- -- --

State-operated fund -- -- -- -- -- -- -- --

Private plans -- -- -- -- -- -- -- --

Rhode Island (state-operated fund) 419 11,900 9.0 349.96 10.60 169.5 163.1 6.5

Railroad (publicly operated fund) 232 3,285 l 5.2

l. For 14-day registration period.

m 279.45

m. For benefit year 2004–2005 (July 1, 2004–June 30, 2005).

m 14.00 n

n. Single system of contributions and administrative operations for railroad unemployment insurance and temporary disability; collections amounted to $91.6 million and 

administrative expenses to $13.3 million for the system in 2005.

o 43.7

o. Of this amount, $40.0 million was for regular benefits and $3.7 million for extended benefits.

n

SOURCES: State agencies and Railroad Retirement Board.

NOTE: . . . = not applicable; -- = not available.
9.D Black Lung Benefits

9.10 ♦ Annual Statistical Supplement, 2008

CONTACT: Bennett Stewart (606) 432-0116, ext. 126 or supplement@ssa.gov.

Table 9.D1—Benefits currently payable to miners, widows, and dependents, December 1970–2007

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.

Monthly

amount

Annual

amount

1970 111,976 43,921 24,889 43,166 12,500 111,000

1971 231,729 77,213 67,358 87,158 27,200 378,900

1972 298,963 101,802 88,067 109,094 37,800 554,400

1973 461,491 159,837 124,154 177,500 63,700 1,045,200

1974 487,216 169,097 134,700 183,419 71,500 951,300

1975 482,311 165,405 139,407 177,499 75,500 947,700

1976 469,655 158,087 142,495 169,073 77,400 963,300

1977 457,399 148,720 144,543 164,136 80,500 942,200

1978 439,970 138,648 145,829 155,493 82,300 965,100

1979 418,948 129,558 146,527 142,863 86,500 983,100

1980 399,477 120,235 146,603 132,639 91,400 1,032,000

1981 376,505 111,249 146,173 119,083 91,700 1,081,300

1982 354,569 102,234 144,863 107,472 90,800 1,076,000

1983 333,358 93,694 142,967 96,697 86,300 1,055,800

1984 313,822 85,658 140,995 87,169 85,300 1,038,000

1985 294,846 77,836 138,328 78,682 83,700 1,025,000

1986 275,783 70,253 135,033 70,497 78,900 971,000

1987 258,988 63,573 131,561 63,854 76,800 940,000

1988 241,626 56,977 127,322 57,327 73,500 904,000

1989 225,764 51,048 123,220 51,496 72,000 882,000

1990 210,678 45,643 118,705 46,330 70,000 863,400

1991 196,419 40,703 114,046 41,670 68,400 844,400

1992 182,396 35,971 109,091 37,334 66,500 822,500

1993 168,365 31,664 103,334 33,367 64,100 794,300

1994 155,172 27,828 97,414 29,930 60,600 751,900

1995 143,011 24,573 91,517 26,921 56,100 696,700

1996 131,143 21,477 85,559 24,107 52,600 654,600

1997 119,233 18,488 79,238 21,507 49,255 614,888

1998 109,271 15,964 73,420 19,887 46,204 576,389

1999 98,977 13,635 67,359 17,983 43,225 541,200

2000 89,355 11,587 61,542 16,226 40,625 509,290

2001 79,518 9,779 55,412 14,327 37,324 470,362

2002 71,584 8,394 50,404 12,786 35,017 439,337

2003 64,237 7,142 45,746 11,349 32,198 411,635

2004 52,362 6,009 40,727 5,626 29,460 376,374

2005 46,609 4,972 37,099 4,538 26,399 340,187

2006 40,018 4,217 32,168 3,633 24,282 312,461

2007 36,231 3,447 28,231 4,553 21,699 282,380

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data.
9.D Black Lung Benefits

Annual Statistical Supplement, 2008 ♦ 9.11

CONTACT: Bennett Stewart (606) 432-0116, ext. 126 or supplement@ssa.gov.

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

December 2007

State or area

Number Monthly amount (thousands of dollars)

Total Miners Widows Dependents a

a. Includes wives of living miners, divorced wives, children, and dependent brothers and sisters of miners.

Total Miners b

b. Includes benefits for wives and children.

Widows c

c. Includes benefits for surviving children, brothers, sisters, and divorced wives. Prior to December 1997, monthly payments for surviving children were included with 

payments to miners.

All areas 36,231 3,447 28,231 4,553 21,699 2,538 19,161

Alabama 1,340 62 1,086 192 798 45 753

Alaska ddddddd

Arizona 116 8 99 9 70 6 64

Arkansas 206 13 180 13 122 9 114

California 220 15 184 21 129 10 119

Colorado 252 13 212 27 150 10 141

Connecticut 69 d

d. Not shown to avoid disclosure of information regarding particular individuals.

62 d 41 d d

Delaware 53 4 45 4 31 3 29

District of Columbia 14 ddd 8 d d

Florida 835 55 693 87 496 40 456

Georgia 195 9 161 25 115 6 109

Hawaii ddddddd

Idaho 19 d 15 d 11 d d

Illinois 1,099 60 929 110 654 46 608

Indiana 672 45 533 94 402 33 370

Iowa 127 7 106 14 76 5 71

Kansas 50 ddd 29 d d

Kentucky 5,468 827 3,920 721 3,321 609 2,712

Louisiana 21 ddd 13 d d

Maine ddddddd

Maryland 337 19 266 52 200 13 187

Massachusetts 17 ddd 10 d d

Michigan 405 18 320 67 238 12 226

Minnesota 9 ddd 6 d d

Mississippi 31 d 26 d 18 d d

Missouri 122 3 108 11 71 2 69

Montana 38 d 34 d 22 d d

Nebraska ddddddd

Nevada 33 d 28 d 19 d d

New Hampshire ddddddd

New Jersey 272 12 233 27 161 8 153

New Mexico 72 d 59 d 43 d d

New York 232 8 192 32 137 6 131

North Carolina 413 26 338 49 246 18 227

North Dakota ddddddd

Ohio 2,296 143 1,814 339 1,360 105 1,255

Oklahoma 143 12 120 11 86 9 77

Oregon 29 d 21 d 16 d d

Pennsylvania 8,382 609 6,874 899 4,980 442 4,537

Rhode Island ddddddd

South Carolina 139 10 110 19 83 7 76

South Dakota 0000000

Tennessee 1,542 131 1,198 213 918 96 823

Texas 111 586 20 63 360

Utah 163 17 133 13 97 12 85

Vermont ddddddd

Virginia 3,083 426 2,280 377 1,872 319 1,553

Washington 56 4 48 4 33 2 30

West Virginia 7,400 869 5,489 1,042 4,464 649 3,815

Wisconsin 20 ddd 12 d d

Wyoming 51 ddd 30 d d

Outlying areas e

e. Includes beneficiaries residing in American Samoa, Guam, Northern Mariana Islands, Puerto Rico, U.S. Virgin Islands, and foreign countries.

47 4 35 8 29 3 25

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data.
9.F Veterans’ Benefits

9.12 ♦ Annual Statistical Supplement, 2008

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

beneficiary, selected years, 1940–2007 (in thousands)

Year Total a

Service-connected

Not service-connected

All

ages

Under age 65 Aged 65 or older

Subtotal

Disability rating b

Subtotal

Disability rating b

Less than

70 percent

70–100

percent

Less than

70 percent

70–100

percent

All

ages

Under

age 65

Aged 65

or older

As of June 30

1940 610 385 . . . . . . . . . . . . . . . . . . 189 . . . . . .

1945 1,144 912 . . . . . . . . . . . . . . . . . . 159 . . . . . .

1950 2,368 1,990 . . . . . . . . . . . . . . . . . . 290 . . . . . .

1955 2,669 2,076 . . . . . . . . . . . . . . . . . . 531 . . . . . .

1956 2,739 2,083 2,026 1,841 185 57 43 14 597 319 278

As of June 20

1957 2,797 2,074 2,004 1,825 179 70 53 17 670 304 366

1958 2,850 2,064 1,980 1,807 173 84 65 19 741 279 462

1959 2,934 2,053 1,952 1,781 171 101 78 23 841 257 584

1960 3,009 2,027 1,908 1,746 162 119 93 26 947 219 728

1961 3,107 2,000 1,868 1,711 158 131 104 27 1,077 182 895

1962 3,150 1,987 1,849 1,693 156 138 109 29 1,138 166 972

1963 3,181 1,989 1,844 1,686 158 145 115 30 1,170 165 1,005

1964 3,197 1,993 1,846 1,684 162 147 117 30 1,186 176 1,010

1965 3,217 1,992 1,846 1,679 167 146 117 29 1,210 197 1,013

1966 3,201 1,993 1,850 1,677 173 143 115 28 1,196 221 975

1967 3,182 1,999 1,858 1,683 175 141 114 27 1,173 243 930

1968 3,164 2,011 1,873 1,696 177 138 112 26 1,145 265 880

1969 3,160 2,039 1,904 1,712 192 135 110 25 1,114 286 828

1970 3,181 2,091 1,950 1,754 196 141 116 25 1,086 310 776

1971 3,222 2,146 1,995 1,780 215 151 128 23 1,073 335 738

1972 3,269 2,183 2,022 1,804 218 161 135 26 1,086 381 705

1973 3,257 2,204 2,028 1,806 222 176 150 26 1,053 402 651

1974 3,241 2,211 2,018 1,796 222 193 165 28 1,030 410 620

1975 3,227 2,220 2,006 1,784 222 214 185 29 1,006 430 576

1976 3,236 2,232 1,996 1,767 229 236 209 27 1,003 456 547

(Continued)
9.F Veterans’ Benefits

Annual Statistical Supplement, 2008 ♦ 9.13

CONTACT: Mike Wells (202) 461-5829 or supplement@ssa.gov.

As of September 30

1977 3,280 2,248 1,989 1,759 230 258 226 32 1,032 505 527

1978 3,284 2,259 1,971 1,741 230 288 254 34 1,025 516 509

1979 3,241 2,267 1,944 1,717 227 323 285 38 974 500 474

1980 3,196 2,274 1,912 1,689 223 362 320 42 922 467 455

1981 3,154 2,279 1,873 1,656 217 406 359 47 875 438 437

1982 3,096 2,274 1,818 1,606 210 456 404 52 824 406 418

1983 3,044 2,263 1,744 1,544 200 519 461 58 781 373 408

1984 2,980 2,251 1,666 1,476 190 585 520 65 729 339 390

1985 2,931 2,240 1,589 1,408 181 651 579 72 690 306 384

1986 2,883 2,225 1,505 1,335 169 720 641 79 658 274 384

1987 2,844 2,212 1,428 1,268 160 784 698 86 631 244 387

1988 2,804 2,199 1,361 1,209 153 838 746 92 606 219 387

1989 2,776 2,192 1,302 1,156 146 890 792 98 584 196 388

1990 2,746 2,184 1,253 1,113 140 931 828 102 562 175 387

1991 2,709 2,179 1,238 1,098 140 941 838 103 530 156 375

1992 2,674 2,181 1,245 1,104 141 936 833 103 493 138 354

1993 2,660 2,198 1,265 1,122 143 932 828 104 462 128 335

1994 2,659 2,218 1,290 1,144 146 928 824 104 441 122 319

1995 2,669 2,236 1,310 1,158 152 926 819 107 433 120 313

1996 2,671 2,253 1,330 1,171 158 923 814 109 418 116 302

1997 2,667 2,263 1,346 1,178 168 917 805 112 404 112 292

1998 2,668 2,277 1,372 1,191 180 905 790 115 391 110 281

1999 2,673 2,294 1,404 1,209 195 890 771 119 379 113 266

2000 2,672 2,308 1,435 1,224 211 874 751 123 364 115 249

2001 2,669 2,321 1,464 1,238 226 857 731 126 348 116 232

2002 2,745 2,398 1,546 1,288 258 852 716 136 347 125 222

2003 2,832 2,485 1,634 1,335 299 852 703 148 347 136 210

2004 2,899 2,556 1,708 1,373 335 848 690 158 343 146 197

2005 2,973 2,637 1,792 1,421 371 845 677 168 336 151 185

2006 3,056 2,726 1,875 1,474 401 851 674 177 330 154 176

2007 3,167 2,844 1,974 1,540 434 869 681 188 323 153 170

SOURCE: Department of Veterans Affairs, published and unpublished data.

NOTES: Totals do not necessarily equal the sum of rounded components.

. . . = not applicable.

a. Persons receiving payments under special acts and as retired emergency and reserve officers are included in the total but not in the distribution.

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.

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

beneficiary, selected years, 1940–2007 (in thousands)—Continued

Year Total a

Service-connected

Not service-connected

All

ages

Under age 65 Aged 65 or older

Subtotal

Disability rating b

Subtotal

Disability rating b

Less than

70 percent

70–100

percent

Less than

70 percent

70–100

percent

All

ages

Under

age 65

Aged 65

or older

A. Sampling Variability A.1

B. OASDI Benefit Award Data B.1

C. Poverty Data C.1

D. Computing a Retired-Worker

 Benefit D.1

Appendixes

Annual Statistical Supplement, 2008 ♦ A.1

Appendix A: Sampling Variability

A small number of tables in sections 5 and 6 present OldAge, Survivors, and Disability Insurance (OASDI) currentpay benefit and award 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.B14 on the taxable earnings of OASDI workers are based 

on 1 percent administrative record samples.

Because of sampling variability, estimates based on 

sample data differ from the figures that would have been 

obtained had all, rather than specified samples, of the 

records been used. The standard error is a measure of the 

sampling variability. About 68 percent of all possible probability samples selected with the same specifications will 

give estimates within one standard error of the figure 

obtained from a compilation of all records. Similarly, 

approximately 90 percent will give estimates within 1.645 

standard errors, about 95 percent will give estimates within 

two standard errors, and about 99 percent will give estimates within two and one-half standard errors. The standard error of an estimate depends on the design elements 

such as the method of sampling, sample size, and the estimation process.

Because of the large number of data cells tabulated 

from the sample files, it is not practical to calculate the 

standard error for every possible cell. However, standard 

errors for a large number of cells were estimated. These 

estimates were used to fit regression curves to provide estimates of approximate standard errors associated with tabulated counts and proportions.

The tables showing the sampling variability provide a 

general order of magnitude for similar estimates from the 

various sample files. Table A-1 presents approximate standard errors for the estimated number of persons from the 1 

percent and the 10 percent files. The reliability of an estimated percentage depends on both the size of the percentage and on the size of the total on which the percentage is 

based. Data in Table A-2 provide approximations of the 

standard errors of the estimated percentage of persons in 

the 1 percent and 10 percent files. The standard errors are 

expressed in percentage points and the bases shown are 

in terms of inflated data.

CONTACT: Cherice N. Jefferies (410) 965-5520 or

supplement@ssa.gov.

Table A-1.

Approximations of standard errors of estimated 

number of persons

Size of estimate (inflated) Standard error

1 percent file

500 250

1,000 300

2,500 500

5,000 800

7,500 900

10,000 1,100

25,000 1,700

50,000 2,400

75,000 3,000

100,000 3,400

250,000 5,400

500,000 7,800

750,000 9,600

1,000,000 11,100

5,000,000 25,800

10,000,000 36,900

25,000,000 57,700

50,000,000 76,100

75,000,000 82,900

10 percent file

100 30

500 70

1,000 100

5,000 225

10,000 300

50,000 700

100,000 1,000

500,000 2,200

1,000,000 3,200

2,000,000 4,300

3,000,000 5,300

5,000,000 6,500

10,000,000 8,500

20,000,000 9,300
A.2 ♦ Annual Statistical Supplement, 2008

Table A-2.

Approximations of standard errors of estimated 

percentage of persons

Size of base

(inflated) 2 or 98 5 or 95 10 or 90 25 or 75 50

1 percent file

1,000 4.7 7.3 10.1 14.5 16.8

10,000 1.5 2.3 3.2 4.6 5.3

50,000 0.7 1.0 1.4 2.1 2.4

100,000 0.5 0.7 1.0 1.5 1.7

500,000 0.2 0.3 0.4 0.7 0.8

1,000,000 0.1 0.2 0.3 0.5 0.5

5,000,000 0.1 0.1 0.1 0.2 0.2

10,000,000 a

a. Less than 0.05 percent.

0.1 0.1 0.2 0.2

50,000,000 aaa 0.1 0.1

100,000,000 aaaaa

10 percent file

500 1.9 3.0 4.1 5.9 6.8

1,000 1.3 2.1 2.9 4.1 4.8

2,500 0.8 1.3 1.8 2.6 3.0

10,000 0.4 0.6 0.9 1.3 1.5

50,000 0.2 0.3 0.4 0.6 0.7

100,000 0.1 0.2 0.3 0.4 0.5

500,000 a 0.1 0.1 0.2 0.2

1,000,000 a 0.1 0.1 0.1 0.2

5,000,000 aaaa 0.1

10,000,000 aaaaa

50,000,000 aaaaa
Annual Statistical Supplement, 2008 ♦ B.1

Appendix B: OASDI Benefit Award Data

Old-Age, Survivors, and Disability Insurance (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 database for 

the Social Security program. It is used for the calculation of benefits and the maintenance of information 

about beneficiaries. Each month, when the MBR is 

updated, a record of award actions is created. This 

record is used to prepare award data on a 100 percent 

basis. Data available each month include types of benefits awarded, sex of beneficiary, and the monthly benefit amounts payable. These data are used to update 

the time-series tables.

• Award data from the OASDI 1 percent sample: This 

source provides monthly award data based on a 1 percent sample derived from the MBR. The 12 monthly 

files are combined to produce an annual file. The 1 percent sample is used to prepare award tables, which 

show detailed data by age, sex, and type of benefit, 

and distributions by benefit amount. Award data from 

the 1 percent sample are similar to the data described 

above. An important difference, however, is the treatment of dual entitlement.

When a retired-worker beneficiary subsequently 

becomes dually entitled to a secondary benefit as a wife, 

husband, or widow or widower, the secondary benefit is 

counted as an award in the 100 percent data. In contrast, 

award data that are 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: Karyn Foley (410) 965-9047 or

supplement@ssa.gov.

Annual Statistical Supplement, 2008 ♦ C.1

Appendix C: Poverty Data

Table 3.E1 presents weighted average poverty thresholds for families in the United States for selected years 

1959–2007. Table 3.E2 presents year-end data on the 

number and percentage of people in poverty in the 

United States for 1959–2006. Tables 3.E3 and 3.E6 present more detailed data on people and families in poverty 

in the United States during 2006; Table 3.E4 presents 

similar data by current living arrangement. (Both poverty 

thresholds and poverty population data are issued by the 

Census Bureau.) Table 3.E8 presents poverty guidelines 

by family size for the contiguous United States, Alaska, 

and Hawaii for 1965–2008. (Poverty guidelines are 

issued by the Department of Health and Human

Services.)

Poverty thresholds are used primarily for statistical 

purposes—to produce 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 the thresholds 

and the guidelines are sets of dollar figures that vary by 

family size and (in the case of the thresholds) family composition.

The poverty thresholds were developed in 1963 and 

1964 by Mollie Orshansky of the Social Security Administration as a measure of income inadequacy. The poverty 

definition was modified in 1969 and in 1981 by federal 

interagency committees. The thresholds were based on 

ratios of food expenditure to money income (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 Carmen DeNavas-Walt, 

Bernadette D. Proctor, and Jessica C. Smith, “Income, 

Poverty, and Health Insurance Coverage in the United 

States: 2007,” Census Bureau, Current Population 

Reports, P60-235 [2008] Appendix B; and Joseph 

Dalaker and Bernadette D. Proctor, “Poverty in the 

United States: 1999,” Census Bureau, Current Population Reports, P60-210 [2000], Appendix A). Although 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 for All Urban Consumers 

(CPI-U). (See Bureau of the Census, “Revision in Poverty Statistics, 1959 to 1968,” Current Population 

Reports, Special Studies, P-23, No. 28 [1969]; and 

Department of Commerce, Office of Federal Statistical 

Policy and Standards, “Directive No. 14: Definition of 

Poverty for Statistical Purposes,” Statistical Policy Handbook [1978].) The thresholds are the same for all 

50 states and the District of Columbia.

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 for different family sizes (rounded 

to the nearest multiple of $20).

As noted above, the poverty thresholds were developed in 1963 and 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 the age of 18, 

the sex of the family householder, the age of the individual or family householder (for one- and two-person units 

only), and whether the family lived on a farm.

Orshansky calculated the poverty thresholds using 

data (from the 1955 Household Food Consumption Survey) that defined income as after-tax money income. 

However, when the thresholds were used to calculate 

poverty population figures, they were applied to family 
C.2 ♦ Annual Statistical Supplement, 2008

income microdata (from the Census Bureau’s Current 

Population Survey) that defined income as before-tax 

money income, because no other good source of family 

income microdata was available in the 1960s that used 

after-tax income as a definition of income.

In 1969, a federal interagency committee made two 

changes in the poverty definition: the thresholds would 

be annually updated by the CPI-U 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 Bureau 

of the Census, “Characteristics of the Population Below 

the Poverty Level: 1980,” Current Population Reports, 

P-60, No. 133 [1982], pp. 2–5, 9, and 186.) As a result of 

these changes, the current matrix of poverty thresholds 

used by the Census Bureau to determine the poverty status of families and unrelated individuals consists of a set 

of 48 detailed thresholds arranged in a two-dimensional 

matrix by family size (number of family members, ranging 

from one person, that is, an unrelated individual, to nine 

or more persons) cross-classified by the presence and 

number of family members who are related children 

under the age of 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 more than 

35 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, DC: 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,” Current 

Population Reports, P60-205 (1999), that examined the 

effects of different resource definitions and thresholds on 

poverty and estimated several experimental poverty 

rates based on the NRC panel’s recommendations. That 

report and subsequent updates are available on the Census Bureau’s poverty measurement Web site at

http://www.census.gov/hhes/www/povmeas/nas.html.

Data on the poverty population and on family and 

personal income are collected in the Current Population 

Survey Annual Social and Economic Supplement (CPS 

ASEC), formerly known as the March Supplement. 

Following the standard Census Bureau definition, family

is defined as two or more persons related by birth, marriage, or adoption and residing together. Income refers to 

money income before federal, state, or local personal 

income taxes and excludes capital gains and lump-sum 

payments; however, public income transfers are 

included. Money income does not reflect that many families receive noncash benefits, such as employee use of 

business transportation and facilities, employer-paid 

health insurance and other employer-supported fringe 

benefits, Medicare, Medicaid, food stamps, and housing 

assistance. Many farm families receive benefits in the 

form of rent-free housing or goods produced and consumed by the family.

Every year between February and April, the sample 

of U.S. households interviewed in the monthly CPS is 

asked to provide information on household members’ 

incomes during the preceding calendar year. Survey 

experience indicates that respondents tend to underreport their income in household surveys. Underreporting 

is most pronounced for dividends, interest, and workers’ 

compensation; less pronounced for veterans’ payments, 

public assistance, and private pensions; and modest for 

Social Security and other federal retirement programs. 

The proportion of nonresponses to CPS income questions is greater among middle income and higher income 

families than among lower income families.

Because the CPS sample size, content, and procedures have 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. The table below presents a summary of the 

methodological changes and provides references for 

more information concerning these changes. The report 
Annual Statistical Supplement, 2008 ♦ C.3

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 Edward J. 

Welniak Jr., “Effects of the March Current Population Survey’s New Processing System on Estimates of Income 

and Poverty,” paper presented at the annual meeting of 

the American Statistical Association (1990).

Further details about CPS methodology may be 

found in Technical Paper 63RV, available at

http://www.bls.census.gov/cps/tp/tp63.htm.

For additional poverty data, browse the Census 

Bureau poverty Web site at http://www.census.gov/hhes/

www/poverty/poverty.html, contact the Census Bureau’s 

Data Integration Division information staff at 

(301) 763-3242, or visit the Census Bureau’s Question & 

Answer Center at http://ask.census.gov.

For further information about technical changes to 

the poverty measure, contact Bernadette Proctor at 

(301) 763-3213 or e-mail bernadette.d.proctor@

census.gov.

For further information about the statistical reliability 

of the CPS estimates, contact dsmd_s&a@census.gov.

CONTACT: Gordon Fisher (202) 690-7507, Bernadette Proctor (301) 763-3213, or supplement@ssa.gov.

Year Methodological change Reference

1959 First year for which poverty data are available. The poverty measure was developed 

in 1963 and1964.

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

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 the age of 15 not living with any family members 

are excluded. (Previously, unrelated individuals under the age of 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

1992 Estimates first weighted using 1990 Census results. P60-188, p. vii

1994 Computer-assisted interviewing replaced pencil-and-paper interviewing. P60-189, p. vii

1994–1995 New CPS sample design. P60-189, p. vii and Table D-3; 

P60-194, pp. v and xiii and 

Table D-3

1995 Revised edit and allocation procedures for race groups. P60-194, pp. v and xiii

2000 Expansion of CPS sample interviewed from about 50,000 households to about 

78,000 households nationwide. Poverty data for 2000 and 2001 from sample 

expansion first published in P60-219, “Poverty in the United States: 2001.” In the 

same report, data were weighted using Census 2000 results.

P60-219, Appendix B

2002 For the first time, the CPS ASEC of 2003 recorded multiple categories for 

respondents who identified themselves with more than one race. We do not know 

how people who reported more than one race in 2002 previously reported their race. 

Therefore, there is no single way to compare changes to poverty by race between 

2001 and 2002. The “Asian or Pacific Islander” race category was divided into two 

groups: “Asians” and “Native Hawaiians and Other Pacific Islanders.”

P60-222, pp. 2–3, 5

Annual Statistical Supplement, 2008 ♦ D.1

Appendix D: Computing a Retired-Worker Benefit

Overview

This section provides instructions and a worksheet for computing a retired-worker benefit. The worksheet can be used 

for persons born in 1933 through 1946—that is, those who 

attained the age of 62 in 2008 or earlier and were under the 

age of 75 at the end of 2008. 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 5 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 that 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 the age of 62 in 2008, actual earnings 

in 1985 of $20,000 are indexed to $45,952.01, on the 

basis of 2006 wage levels. Earnings after age 60 are 

included at their actual (nominal) value.

• To replace a portion of the indexed earnings. Indexed 

earnings are averaged over the number of computation 

years to calculate the average indexed monthly earnings (AIME). A benefit formula is applied to the AIME to 

produce the primary insurance amount (PIA), the 

amount payable to a worker who retires at the full 

retirement age (FRA). The benefit formula is weighted 

to provide a higher replacement of earnings for lowerwage workers. The formula for persons aged 62 in 

2008 is 90 percent of the first $711 of AIME; plus 

32 percent of the next $3,577; plus 15 percent of the 

AIME over $4,288.

• 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 (66 in 2008 

but scheduled to increase to age 67 by 2022), plus

5/12 of 1 percent for each of up to 24 earlier months. 

For a person aged 62 in 2008, the maximum reduction 

is 25 percent if the individual is entitled to benefits for 

all 48 months between ages 62 and 66.

• To provide for price indexing after the age of 62. Benefits are adjusted annually in December to reflect 

increases in the Consumer Price Index (CPI-W). The 

benefit increase in 2007 was 2.3 percent. These costof-living adjustments are applied to the benefit for each 

year after the person attained the age of 62—even if 

the person was not actually receiving benefits.

• To give credit for earnings after age 61. Earnings after 

the age of 61 (which are not indexed) can be substituted for earnings in earlier years if they result in a 

higher benefit. In addition, persons who do not receive 

benefits between the FRA and age 69 may receive 

increased benefits as a result of the delayed retirement 

credit (DRC) provision. The benefit is increased by a 

specified percentage for each month a benefit was not 

received. (See Table 2.A20 for percentage increases.)

Clarifying the Worksheet Procedure

Step 1 - Determining the Number of Computation Years

For persons who attain age 62 before 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 

before attainment of the age of 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 

2008. The indexing year is 2006. The average annual wage 

for 2006 was $38,651.41. The average annual wage for 

1990 was $21,027.98. The amount, $38,651.41 divided by 

$21,027.98, yields a factor of 1.8380943.

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 (see Worksheet 1). For example, actual 

covered earnings of $10,000 in 1990, multiplied by 

1.8380943, result in indexed earnings of $18,380.94; actual 

earnings of $51,300 (the maximum creditable) result in 

indexed earnings of $94,294.24.
D.2 ♦ Annual Statistical Supplement, 2008 

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 2008, 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 three 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 10 cents.

For retired workers who attained age 62 in 2008, the 

bend points are $711 and $4,288. Thus the formula is 

90 percent of the first $711 of AIME; plus 32 percent of the 

next $3,577 of AIME; plus 15 percent of AIME above 

$4,288. 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 $717.02 rounded to $717.00

Based on: 90 percent of $711 ($639.90); plus

 32 percent of $241 ($77.12)

Example 3 - AIME of $4,500

PIA is $1,816.34 rounded to $1,816.30

Based on: 90 percent of $711 ($639.90); plus

32 percent of $3,577 ($1,144.64); plus

15 percent of $212 ($31.80)

The above calculations are applicable to workers who 

attain the age of 62 in 2008. 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 2008. 

Worksheet 2 shows cost-of-living increase factors for 1979 

through 2007. After the PIA is calculated for the year of 

attainment of age 62, cost-of-living increases are applied 

for each year through 2007. The result is the current 2008 

PIA.

For example, a worker who attained age 62 in 2005 

would receive cost-of-living adjustments for the years 

2005–2007. The adjustments are cumulative, with each 

step rounded to the next lower dime. If the PIA at age 62 

was $500, the cost-of-living adjustments would be:

2005: $500 multiplied by 1.041 = $520.50

2006: $520.50 multiplied by 1.033 = $537.60

2007: $537.60 multiplied by 1.023 = $549.90

$549.90 would be the PIA effective December 2007.

Step 5 - Computation of the Monthly Benefit

The full PIA is payable to a worker who retires at the full 

retirement age (FRA). Beginning in 2000, the FRA, 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 FRA plus 5/12 of 

1 percent for each of up to 24 earlier months. Workers 

attaining the age of 62 in 2008 have their benefits computed based on the full retirement age of 66. See 

Table 2.A17.1 to determine the FRA based on the year of 

birth as well as the reduction factors. For individuals electing benefits at exactly age 62 in 2008, the maximum reduction is 25 percent.

For example, in 2008 a worker with a PIA of $500 would 

receive $375 at the age of 62. The PIA is reduced by 

$124.99, 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 12 months for a total reduction of 25 percent. After 

reduction of the PIA by $124.99, the benefit amount is 

rounded down to the nearest lower dollar.
Annual Statistical Supplement, 2008 ♦ D.3

Instructions for computing a retired-worker benefit (only for workers attaining age 62

in years 1995–2008)

 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 2007. 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 1993–2008.)

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 the 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 on the basis of 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 on the basis of 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 on the basis of 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 the next lower dime to obtain your PIA at age 62. Continue with line 38. 

(Continued)
D.4 ♦ Annual Statistical Supplement, 2008 

38 If you attained age 62 in 2008, 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 2007 by using lines 39–43 and 

Worksheet 2.

39 Enter year of attainment of age 62 from line 3.

40 Place an “X” corresponding to the year you attained age 62 in column 5, Worksheet 2.

41 Place an “X” in column 5 (Worksheet 2) next to each subsequent year through 2007.

42 Enter your PIA at age 62 from either line 24, 30, or 37—here and in the first row of column 6, Worksheet 2.

43 Beginning with first year marked, multiply your PIA at age 62 by the corresponding factor (column 4), round to 

the next lower dime, and enter in column 6. The resulting PIA is then multiplied by the next factor and is again 

rounded to the next lower dime. Continue this process through 2007. Enter this last figure, which is your current PIA.

STEP 5.—Computing the Monthly Benefit

44 Enter your current PIA from either line 24, 30, 37, or 43.

45 Using Table 2.A17.1, determine your full retirement age and enter here.

46 If you retired at your full retirement age, round PIA from line 44 to the 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 percent reduction for the first 36 months.

53 Multiply line 49 by line 51 to obtain the percent reduction for months in excess of 36.

54 Add lines 52 and 53 to obtain the total percent 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 the next lower dollar to obtain your monthly benefit.

Instructions for computing a retired-worker benefit (only for workers attaining age 62

in years 1995–2008)—Continued
Annual Statistical Supplement, 2008 ♦ D.5

Worksheet 1: Indexing of earnings

Year

Your

earnings

Maximum

taxable

earnings

(dollars)

Lower of

columns

2 or 3

Indexing

factor

Column 4

times

column 5

Highest

indexed

earnings

12 3 4 5 6 7

1951 3,600

1952 3,600

1953 3,600

1954 3,600

1955 4,200

1956 4,200

1957 4,200

1958 4,200

1959 4,800

1960 4,800

1961 4,800

1962 4,800

1963 4,800

1964 4,800

1965 4,800

1966 6,600

1967 6,600

1968 7,800

1969 7,800

1970 7,800

1971 7,800

1972 9,000

1973 10,800

1974 13,200

1975 14,100

1976 15,300

1977 16,500

1978 17,700

1979 22,900

1980 25,900

1981 29,700

1982 32,400

1983 35,700

1984 37,800

1985 39,600

1986 42,000

1987 43,800

1988 45,000

1989 48,000

1990 51,300

1991 53,400

1992 55,500

1993 57,600

1994 60,600

1995 61,200

1996 62,700

1997 65,400

1998 68,400

1999 72,600

2000 76,200

2001 80,400

2002 84,900

2003 87,000

2004 87,900

2005 90,000

2006 94,200

2007 97,500

Worksheet 2: Computing the primary insurance 

amount (PIA) for workers retiring after age 62

Year

1st

bend

point

(dollars)

2nd

bend

point

(dollars)

Cost-ofliving

increase

(percent)

Cost-ofliving

factor

Years

aged 62

or older

PIA

(dollars)

123456

Age 62 PIA

1979 180 1,085 9.9 1.099

1980 194 1,171 14.3 1.143

1981 211 1,274 11.2 1.112

1982 230 1,388 7.4 1.074

1983 254 1,528 3.5 1.035

1984 267 1,612 3.5 1.035

1985 280 1,691 3.1 1.031

1986 297 1,790 1.3 1.013

1987 310 1,866 4.2 1.042

1988 319 1,922 4.0 1.040

1989 339 2,044 4.7 1.047

1990 356 2,145 5.4 1.054

1991 370 2,230 3.7 1.037

1992 387 2,333 3.0 1.030

1993 401 2,420 2.6 1.026

1994 422 2,545 2.8 1.028

1995 426 2,567 2.6 1.026

1996 437 2,635 2.9 1.029

1997 455 2,741 2.1 1.021

1998 477 2,875 1.3 1.013

1999 505 3,043 a 2.5

a. The December 1999 cost-of-living adjustment (COLA) was originally 

determined to be 2.4 percent, based on the Consumer Price Index 

(CPI). The underlying CPI was later recomputed by the Bureau of 

Labor Statistics; a 2.5 percent COLA would have been consistent with 

the recomputed CPI. Pursuant to Public Law 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 onetime payment to cover the shortfall that occurred before August 2001.

CONTACT: Alberta Presberry (410) 966-8473 or supplement@ssa.gov.

1.025

2000 531 3,202 3.5 1.035

2001 561 3,381 2.6 1.026

2002 592 3,567 1.4 1.014

2003 606 3,653 2.1 1.021

2004 612 3,689 2.7 1.027

2005 627 3,779 4.1 1.041

2006 656 3,955 3.3 1.033

2007 680 4,100 2.3 1.023

2008 711 4,288 . . . . . .

NOTE: . . . = not applicable.

Glossary and Abbreviations

Annual Statistical Supplement, 2008 ♦ G.1

Glossary

actuarial reduction (OASDI). Reduction in monthly benefit amount payable on—

1. Entitlement prior to full retirement age if the beneficiary is a retired worker, a wife 

or husband of a retired or disabled worker (with entitlement not based on caring 

for a child beneficiary), divorced spouse, a widow(er), or a surviving divorced 

spouse; or

2. Entitlement, in case of disability, at ages 50–59 if the beneficiary is a widow(er) or 

surviving divorced spouse.

For formulas used to compute the reduction, see "Benefit Types and Levels" in the 

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

administrative law judge—ALJ. An official of the Social Security Administration's 

(SSA's) Office of Disability Adjudication and Review who is specially qualified by education and experience to hold hearings and make independent decisions regarding 

eligibility for SSA programs based on all the evidence and testimony. ALJs conduct 

impartial hearings and issue decisions to individuals who have appealed previous 

determinations by SSA. See also administrative review process.

administrative review process (OASDI and SSI). The procedures followed by the Social 

Security Administration (SSA) in determining one's right under Title II and Title XVI of 

the Social Security Act. The administrative review process consists of several steps, 

which must usually be requested within certain time periods, in the following order: initial determination, reconsideration, decision of the administrative law judge, and a 

review by SSA's Appeals Council.

1. Initial determination. A determination SSA makes about an individual's entitlement 

to benefits or about any other matter that gives that person a right to further 

administrative and/or judicial review.

2. Reconsideration. The first step in the administrative review process. When an 

individual disagrees with the initial determination, the individual may, within 60 

days of receiving notice of the initial determination, ask SSA to reconsider the 

decision.

3. Hearing before an administrative law judge (ALJ). When an individual disagrees 

with the reconsidered determination, he or she may, within 60 days of receiving 

notice of the determination, request a hearing before an ALJ.

4. Appeals Council review. When an individual disagrees with the decision or dismissal by 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 Disability Adjudication and Review, may deny or dismiss the 

request for review, or grant the request and either issue a decision or remand 

(return) the case to an ALJ. The Appeals Council may also review any ALJ action 

on its own motion within 60 days after the ALJ's action. The Appeals Council's 

decision, or the hearing decision if the Council denies the request for review, represents SSA's final decision in the administrative review process. See expedited 

appeals process and federal court review.

adult (SSI). A person older than age 21, aged 18–21 who is not regularly attending 

school, or a person under 21 who is married or the head of a household.

age (OASDI). In tables showing beneficiaries in current-payment status, the age classification is based on the age of the person at his or her last birthday. In tables showing 

awards data, age is the beneficiary's age in the month of award or age in year of the 

award, as specified.
G.2 ♦ Annual Statistical Supplement, 2008

aged beneficiary (OASDI). A person who qualifies for benefits on the basis of age rather 

than on the basis of a disability or caring for a child.

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). The amount a physician or provider is allowed to charge 

Medicare 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 are 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. (Also known as dependents benefit.)

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.

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 elapsed after 

attaining age 21 (or 1950, if later) until the year in which the worker attains age 62, 

becomes disabled, or dies, minus the number (generally 5) of lowest-earnings 

years dropped out of the computation (the minimum number of computation years 

is 2); 
Annual Statistical Supplement, 2008 ♦ G.3

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.

For workers entitled to disability benefits after June 1980, the number of dropout years 

varies according to the age attained in year of disability onset. For workers aged 26 or 

younger, the number of dropout years is 0; for those aged 27–31, 32–36, 37–41, 

42–46, and 47 or older, the numbers are 1, 2, 3, 4, and 5, respectively. After June 

1981, however, disabled workers may obtain additional dropout years (up to 3, 2, 

and 1, respectively, for those aged 26 or younger, 27–31, and 32–36) for each year 

the workers had no earnings and were living with a child (their own or their spouse’s) 

under age 3.

average monthly wage—AMW (OASDI). The amount of earnings used as the basis for 

determining the primary insurance amount (PIA) for workers who attained age 62, 

became disabled, or died before 1979, and also under a transitional guarantee computation for workers who attained age 62 in 1979–1983 or survivors of such workers, if 

the resulting PIA is higher than under the AIME method. The AMW is computed by—

1. Determining the number of computation years—the number of years elapsed after 

attaining age 21 (or 1950, if later) until 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 the 

number (generally 5) of lowest-earnings years dropped out of the computation 

(the 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.

See the last paragraph under AIME for special dropout rules for disabled workers.

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.

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.
G.4 ♦ Annual Statistical Supplement, 2008

bend points (OASDI). The dollar amounts defining the AIME (average indexed monthly 

earnings) or PIA (primary insurance amount) brackets in the benefit formulas. See 

Tables 2.A11 and 2.A13.

beneficiary (OASDI). A person who has been awarded benefits on the basis of his or her 

own or another's earnings record. The benefits may be either in current-payment status or withheld.

benefit period (Medicare). An alternate name for spell of illness.

benefit reduction (OASDI). See actuarial reduction.

benefit termination (OASDI). See termination.

benefits in force (OASDI). The sum of the number of persons with benefits in currentpayment status and persons with benefits withheld.

benefits withheld (OASDI). See withholding.

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.

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).

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 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.
Annual Statistical Supplement, 2008 ♦ G.5

coinsurance (Medicare). See cost sharing.

computation starting date (OASDI). December 31 of either 1936 or 1950. Taxable earnings after the applicable starting date are counted in computing average monthly earnings (only starting date of December 31, 1950 is applicable in computing average 

indexed monthly earnings).

Consumer Price Index—CPI. A relative measure of inflation computed by the U.S. 

Department of Labor. The CPI charts the rise in costs for selected goods and services 

and is used to compute cost-of-living increases. In this report, references to the CPI 

relate to the CPI for Urban Wage Earners and Clerical Workers (CPI-W), unless otherwise noted.

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 (SelfEmployment 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.

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 award (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.

• 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 

filling of a prescription.

• Coinsurance—Portion of the costs paid by the beneficiary after meeting the 

annual deductible.

• Deductibles—The annual amount payable by the beneficiary for covered services 

before Medicare makes reimbursement.

couple (SSI). See eligible couple.

covered earnings (OASDI). Earnings in employment covered by the OASDI programs.

covered employment (OASDI). All employment and self-employment creditable for 

Social Security purposes.
G.6 ♦ Annual Statistical Supplement, 2008

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.

creditable coverage (Medicare). Alternative prescription drug coverage in which the 

actuarial value of the coverage equals or exceeds the actuarial value of standard 

Medicare prescription drug coverage, as demonstrated through the use of generally 

accepted actuarial principles and in accordance with CMS actuarial guidelines. In the 

absence of creditable coverage, a late enrollment penalty is imposed on beneficiaries 

who delay signing up for Part D after their initial enrollment period.

current-payment status (OASDI). Status of a beneficiary who is paid a benefit for a given 

month, with or without deductions, provided the deductions add to less than a full 

month's benefit. The amount shown is prior to deduction for the Medicare Part B (Supplementary Medical Insurance) premium. A benefit in current-payment status at the 

end of a month is usually payable in the following month.

deductible (Medicare). The amount paid by enrollees for covered services before Medicare makes reimbursements.

• 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.

• 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 are applicable for 

benefits beginning January of the year following the year the individual attains full 

retirement age.

Each monthly credit serves as a basis for increasing the monthly benefit (unless the 

benefit is based on a special minimum primary insurance amount [PIA]) 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.
Annual Statistical Supplement, 2008 ♦ G.7

direct deposit (OASDI and SSI). A method of payment whereby beneficiaries have their 

monthly benefits sent electronically to financial institutions they designate. Also 

referred to as electronic funds transfer (EFT).

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.

The law generally requires that a person be disabled continuously for 5 full months 

before he or she can qualify for a disabled-worker benefit.

disability (SSI). The inability to engage in substantial gainful activity (SGA) by reason of 

any medically determinable physical or mental impairment that can be expected to 

result in death or can be expected to last for a continuous period of not less than 12 

months. This 12-month requirement does not apply to the blind.

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 child or stepchild 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.

dropout years (OASDI). Years dropped out of the computation period in determining 

average indexed monthly earnings (AIME). Dropout years are those with the lowest 

earnings during the worker's lifetime. The number of years dropped out of the computation period is generally the maximum of 5, but can vary, depending primarily on the 

worker's age at death or disability onset. Other factors may apply. See average 

indexed monthly earnings—AIME. 

drug addiction and alcoholism (OASDI and SSI). Legislation enacted in 1996 eliminated drug addiction and alcoholism (DA&A) as a basis for entitlement to Social Security and SSI disability benefits, effective January 1, 1997. Individuals for whom drugs 

and/or alcohol is deemed a contributing factor material to the determination of disability cannot be entitled to disability benefits.
G.8 ♦ Annual Statistical Supplement, 2008

dual entitlement (OASDI). Entitlement to a worker (primary) benefit and a higher secondary benefit, usually a spouse’s 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 disabledworker 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.

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.

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.
Annual Statistical Supplement, 2008 ♦ G.9

family classification (OASDI). As used in statistical tables, the number and types of beneficiaries entitled to benefits on a single earnings record. Since the family classification is determined by the types of beneficiaries entitled, it can differ from actual family 

status. For example, a married couple is classified as a worker-and-spouse family if 

both persons are entitled on the earnings record of one of them. If both persons were 

entitled on their own earnings record they would be designated as two worker-only 

families.

father's benefit (OASDI). A monthly benefit payable to a widower or surviving divorced 

father if (1) the deceased worker on whose account the benefit is paid was either fully 

or currently insured at the time of death and (2) an entitled child of the worker in his 

care is under age 16 or is disabled.

federal benefit rates (SSI). The basic benefit standards used in computing the amount of 

federal SSI payments. Benefit levels differ for individuals and couples living in households and for persons in Medicaid institutions. Individuals or couples living in their own 

households receive the full federal benefit. The federal benefit is reduced by one-third, 

if an individual or couple is living in another person's household and receiving support 

and maintenance there. The federal benefit rates are increased annually to reflect 

increases in the cost of living.

federal court review (OASDI and SSI). When an individual disagrees with SSA's final 

decision he or she may request judicial review by filing a civil action in a federal district 

court. See administrative review process.

federally administered payments (SSI). Federal SSI payments and state supplementation payments issued by the Social Security Administration on behalf of the states.

federally administered state supplementation (SSI). Cash payments provided by a 

state and issued by the Social Security Administration, which is also responsible for 

the maintenance of payment records. See state supplementation.

Food Stamp Program. The program issues monthly allotments of coupons that are 

redeemable at retail food stores, or provides benefits through electronic benefit transfer to help individuals and families with little or no income to buy food.

full retirement age—FRA (OASI). The age at which a person may first become entitled to 

unreduced retirement benefits. For persons attaining age 62 before 2000, the full 

retirement age is 65. Beginning with an increase to 65 years and 2 months for persons 

reaching age 65 in 2003, FRA is increasing gradually to 67 for persons reaching that 

age in 2027 or later. The higher full retirement age affects the benefit amount if a person chooses to receive benefits before attaining the FRA. See Table 2.A17.1.

government pension offset (OASDI). A law that affects spouse's or widow(er)'s benefits. 

Benefits are subject to reduction by any government pensions payable to the spouse 

on the basis of his or her own earnings in noncovered employment. The offset 

reduces the Social Security benefit amount by two-thirds of the amount of the government pension.

For more information, see “Government Pension Offset” in the section Social Security 

(Old-Age, Survivors, and Disability Insurance).

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.
G.10 ♦ Annual Statistical Supplement, 2008

health maintenance organization—HMO (Medicare). One of several competitive medical plans, including Medicare Advantage, 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.

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. For qualifications, see "Insured Status" in the section Social Security (Old-Age, Survivors, and Disability Insurance).

interim assistance (SSI). Payments made by a state or local government to Supplemental Security Income applicants while their claims are being adjudicated. Repayment is 

made from the first SSI payment.

intermediary (Medicare). An organization, selected by providers of health care, that has 

an agreement with the Centers for Medicare & Medicaid Services to process and pay 

institutional claims and perform other functions under the program.

life expectancy. The average number of years of life remaining at each tabulated birthday. See life table (period).

life table (period). A period life table represents the mortality experience of an entire population during a relatively short period of time, usually 1–3 years. Such tables are useful for analyzing changes in the mortality experienced by a population through time. 

The table refers to a cohort of 100,000 people with the same birthday who experience 
Annual Statistical Supplement, 2008 ♦ G.11

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 subsidy—LIS (Medicare). Financial assistance for beneficiaries with limited 

income and resources. Eligible beneficiaries receive assistance in paying their 

monthly premium, yearly deductible, prescription coinsurance, and copayments.

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 Advantage.

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 dependent’s or survivor’s benefit is proportionately reduced to bring the total 

within the maximum. Benefits payable to divorced spouses or surviving divorced 

spouses are not reduced under the family maximum provision. Tables 2.A13, 2.A14, 

and 2.A17 give the formulas for computing the maximum family benefit.

maximum taxable (OASDI and Medicare). See annual maximum taxable limit.

mean. The arithmetic mean is calculated by dividing the sum of all of the values of a variable by the number of cases. The term "average" used in this publication refers to the 

arithmetic mean. See also median.

median. The median is a measure of central value which identifies that value that divides 

a distribution in half such that an equal number of cases fall below it as there are 

above it. See also mean.
G.12 ♦ Annual Statistical Supplement, 2008

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 

above the annual deductible.

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 four separate 

but coordinated programs—Part A (Hospital Insurance), Part B (Supplementary Medical Insurance), Part C (Medicare Advantage) and Part D (Prescription Drug Coverage).

Medicare Advantage. 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-for-service program or 

through one of the following Medicare Advantage plans: (1) coordinated care plans 

(such as health maintenance organizations, provider sponsored organizations, and 

preferred provider organizations); (2) medical savings account/deductible plans; or (3) 

private fee-for-service plans.

Medicare economic index. An index that is often used in the calculation of the increases 

in the prevailing charge levels that help to determine allowed charges for physician 

services. In 1991 and later, this index is considered in connection with the update factor for the physician fee schedule.

Medigap (Medicare). A term used for private health insurance that pays, within limits, 

most of the health care service charges not covered by Part A (Hospital Insurance) or 

Part B (Supplementary Medical Insurance).

military wage credits (OASDI and Medicare). Credits recognizing that military personnel 

receive wages in kind (such as food and shelter) in addition to their basic pay and 

other cash payments. Noncontributory wage credits of $160 are provided for each 

month of active military service from September 16, 1940, through December 31, 

1956. For years after 1956, the basic pay of military personnel is covered under the 

Social Security program on a contributory basis. See Table 2.A2 for amounts of noncontributory wage credits for 1957–2001. Noncontributory wage credits were eliminated for all years after 2001.

minimum benefit (OASDI). The lowest benefit (before actuarial reduction) payable to a 

retired worker, a disabled worker, or a sole survivor of a deceased worker. The minimum benefit was eliminated for most workers who attain age 62, become disabled, or 

die after 1981.

monthly benefit (OASDI). The amount payable after reduction, if necessary, for age, family maximum, and other reasons but before any deduction for Supplementary Medical 

Insurance (SMI) premiums. Effective June 1982, the final benefit payment is rounded 
Annual Statistical Supplement, 2008 ♦ G.13

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.

For example, if a monthly benefit amount is $968.20, and an SMI premium of $96.40 

is deducted, the MBC is $967.40 (calculated as follows: $968.20 - $96.40 = $871.80 

rounded down to $871.00 + $96.40 = $967.40).

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 either 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, or are placed by agencies in private households; and to 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.

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.
G.14 ♦ Annual Statistical Supplement, 2008

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 insurer or a self-insured employer. Providers generally accept payments less than traditional fee for service payments in return for a potentially greater 

share of the patient market. Preferred provider organization enrollees are not required 

to use the preferred providers, but are given financial incentives to do so, such as 

reduced coinsurance and deductibles. Providers do not accept financial risk for the 

management of care.

presumptive disability or blindness (SSI). For certain diagnoses, where there is high 

probability of a favorable medical determination of disability or blindness, payments 

may be made for up to 6 months before the formal determination if the applicant 

meets the other eligibility qualifications.

primary insurance amount—PIA (OASDI). The primary insurance amount is related to a 

worker's average monthly wage or average indexed monthly earnings. The PIA is 

used to compute all types of benefits payable on the basis of an individual's earnings 

record. Retired workers electing benefits at the full retirement age and disabled workers who did not receive a retirement benefit reduced for age receive a benefit equal to 

the PIA. Dependents and survivors of workers receive specified percentages of the 

PIA subject to the family maximum and entitlement before the full retirement age.

primary insurance amount formula (OASDI). The mathematical formula relating the primary insurance amount (PIA) to the AIME (average indexed monthly earnings) for 

workers who attain age 62, become disabled, or die after 1978. The PIA is equal to 

the sum of 90 percent of AIME up to the first bend point, plus 32 percent of AIME 

above the first bend point up to the second bend point, plus 15 percent of AIME in 

excess of the second bend point. Automatic benefit increases are applied beginning 

with the year of eligibility.

prospective payment system (Medicare). A method of reimbursement for hospitals that 

was implemented effective with hospital cost reporting periods beginning on or after 

October 1, 1983. Under this system, Medicare payment is made at a predetermined, 

specific rate for each discharge. All discharges are classified according to a list of 

diagnosis-related groups.

Prouty benefit (OASI). See special age-72 benefit.

provider (Medicare and Medicaid). Medicare—A provider is a facility, supplier, or physician who furnishes medical services. Medicaid—A provider is a person, group, or 

agency who provides covered services to enrollees.

qualified Medicare beneficiaries (Medicare and Medicaid). Qualified Medicare beneficiaries are persons with incomes at or below 100 percent of the federal poverty level 

and resources at or below 200 percent of the Supplemental Security Income limit. 

Medicaid pays the Medicare (Parts A and B) premiums and the coinsurance and 

deductibles, subject to limits that states may impose on payment rates.

quarters of coverage (OASDI and Medicare). The crediting of coverage needed for 

insured status. A worker receives 1 quarter of coverage (up to a total of 4) for a designated amount of annual earnings reported from employment or self-employment. This 

dollar amount is subject to annual automatic increases in proportion to increases in 

average earnings. For amounts in years 1939 to present, see Table 2.A7. No more 

than 4 quarters of coverage may be credited for any calendar year, and no quarter of 
Annual Statistical Supplement, 2008 ♦ G.15

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 Railroad Retirement Act provides for a system of coordination and financial interchange between the Railroad Retirement program and the Social Security 

program.

reasonable cost (Medicare). Intermediaries and carriers use the Centers for Medicare & 

Medicaid Services guidelines to determine reasonable costs incurred by providers in 

furnishing covered services to enrollees. Reasonable cost is based on the actual cost 

of providing such services, including direct and indirect costs of providers and excluding any costs that are unnecessary in the efficient delivery of services covered by the 

Hospital Insurance program.

redetermination (SSI). The periodic review of eligibility for each Supplemental Security 

Income recipient to ensure that eligibility continues and that payments are in the 

proper amount.

reduction for early retirement (OASDI). See actuarial reduction.

representative payee (OASDI and SSI). A person designated by the Social Security 

Administration to receive monthly benefits on behalf of a beneficiary when such action 

appears to be in the beneficiary's best interest. A representative payee is appointed 

for an adult beneficiary when the beneficiary is physically or mentally incapable of 

managing his or her own funds. In addition, a payee is usually appointed to receive 

benefits on behalf of a child under age 18.

retired-worker (old-age) benefit (OASI). Monthly benefit payable to a fully insured 

retired worker aged 62 or older, or to a person entitled under the transitionally insured 

status provision in the law. Retired-worker benefit data do not include special age-72 

benefits, unless indicated. 

Retiree Drug Subsidy-RDS (Medicare). One of several options under Medicare that 

enables employers and unions to continue assisting their Medicare-eligible retirees in 

obtaining more generous drug coverage. In turn, employers and unions are subsidized for providing this alternative coverage.

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.
G.16 ♦ Annual Statistical Supplement, 2008

Social Security number (OASDI and HI). A nine-digit number used to identify the record 

of earnings an individual has in employment or self-employment covered by Social 

Security and Medicare.

Social Security Act. Public Law 74-271, enacted August 14, 1935, with subsequent 

amendments. The Social Security Act consists of 21 titles, of which three 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.

state-administered supplementation (SSI). See state supplementation.
Annual Statistical Supplement, 2008 ♦ G.17

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 continue through the earlier 

of the month the course is completed, the second month after the month the child 

attains age 19 if the school operates on a yearly basis, or the final month of the quarter or semester that is in progress when the child reaches age 19 if the school operates on a quarterly or semester basis.

substantial gainful activity—SGA (DI and SSI). Remunerative work that is substantial, 

as determined by the amount of money earned, 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 self-employment income (OASDI and HI). The maximum amount of net earnings from self-employment by an earner which, when added to any taxable wages, 

does not exceed the contribution and benefit base. For Hospital Insurance beginning 

in 1994, all net earnings from self-employment are taxable.

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, in which the beneficiary is entitled to the same type of benefit on 

more than one earnings record; and (2) Potential dual entitlement, in which 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 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.
G.18 ♦ Annual Statistical Supplement, 2008

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 disabledworker 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." 

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 (DI). 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.

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 

U.S. Virgin Islands have unemployment insurance programs.

veterans' benefits. A variety of benefits and services to veterans and their dependents 

and survivors that include, but are not limited to, disability compensation, benefits for 

survivors, health care benefits, and educational assistance and training.

widowed father's benefit (OASI). See father's benefit.

widowed mother's benefit (OASI). See mother's benefit.

widow(er)'s benefit (OASDI). Monthly benefit payable to a widow(er) or surviving 

divorced widow(er) of a worker fully insured at the time of death, if he 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.

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, 
Annual Statistical Supplement, 2008 ♦ G.19

benefits are continued for disabled widow(er)s and surviving divorced widow(er)s who 

remarry after the age of first eligibility for benefits.

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 receive a pension from a job for which they did not pay Social 

Security taxes, but who would benefit from provisions aimed at low earners. The WEP 

reduces the PIA for retired and disabled workers and affects the computation of benefits for these workers and their spouses and children, but does not apply to survivor 

benefits.

For information about the WEP computation, see “Windfall Elimination Provision” in 

the section Social Security (Old-Age, Survivors, and Disability Insurance), and 

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.
G.20 ♦ Annual Statistical Supplement, 2008

Abbreviations

AB Aid to the Blind

ACR Adjusted Community Rate

AFDC Aid to Families with Dependent Children

AIME Average indexed monthly earnings

AMW Average monthly wage

APTD Aid to the Permanently and Totally Disabled

BBA Balanced Budget Act of 1997

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

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

DOL Department of Labor

DRA Deficit Reduction Act of 2005

DRG Diagnosis-related group

DSH Disproportionate share hospital

EPSDT Early and Periodic Screening, Diagnostic, and Treatment program

ESRD End-stage renal disease

FDA Food and Drug Administration

FICA Federal Insurance Contributions Act

FMAP Federal medical assistance percentage

FPL Federal poverty level

FQHC Federally qualified health center

FRA Full retirement age

FUTA Federal Unemployment Tax Act

GDP Gross domestic product

GPO Government Pension Offset

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

HMO Health maintenance organization

ICFs/MR Intermediate care facilities for the mentally retarded

IRS Internal Revenue Service

LIS Low-income subsidy
Annual Statistical Supplement, 2008 ♦ G.21

MA Medicare Advantage

MBC Monthly benefit credited

MBR Master Beneficiary Record

MIP Medicare Integrity Program

MMA Medicare Prescription Drug, Improvement, and Modernization Act

MN Medically needy

MSA Medical savings account

NRC National Research Council

OASDI Old-Age, Survivors, and Disability Insurance

OASI Old-Age and Survivors Insurance

OBRA Omnibus Budget Reconciliation Act

PACE Programs of all-inclusive care for the elderly

PDP Prescription Drug Plan

PESS Property essential to self-support

PIA Primary insurance amount

PPO Preferred provider organization

PPS Prospective payment system

PRO Peer review organization

PSO Provider-sponsored organization

QC Quarter of coverage

QDWI Qualified disabled working individual

QI Qualifying individual

QIO Quality improvement organization

QMB Qualified Medicare beneficiary

RDS Retiree Drug Subsidy

RVS Relative value scale

SCHIP State Children’s Health Insurance Program

SECA Self-Employment Contributions Act

SGA Substantial gainful activity

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

TDI Temporary Disability Insurance

VA Department of Veterans Affairs

VEAP Veterans’ Educational Assistance Program

WEP Windfall Elimination Provision

Index

Annual Statistical Supplement, 2008 ♦ I.1

Index to Tables

A

Accuracy rates (OASI and SSI), 2F7

Actuarial reduction (OASDI) (see Reduction for early retirement 

[OASDI])

Administrative data (SSA), 2F1–2F9, 2F11

Administrative expenses

Disability Insurance Trust Fund, 4A2, 4A3

Hospital Insurance Trust Fund, 8A1

Old-Age and Survivors Insurance Trust Fund, 4A1, 4A3

Supplementary Medical Insurance Trust Fund, 8A2

Administrative Law Judges (SSA), workloads of, 2F8

Adult beneficiaries (OASDI), 5A16, 5L1

Age (OASDI), 3C5, 3C6 (see also specific types of OASDI 

benefits, including Children; Disabled widows and widowers; 

Disabled workers; Retired workers; Widowed mothers and 

fathers; Widows and widowers, nondisabled; Wives and 

husbands)

awards, 6A3–6A5, 6B1, 6B5, 6C2, 6D3, 6D5, 6D7

benefit types and amounts, 5A16

centenarians, 5J5

Hispanic origin, 3C8

income, 3E3, 3E6

life table, 4C6

race, 3C7a,b; 5A1.1–5A1.8; 5A3; 5A6

retirement, 2A17.1–2A17.2

sex, 3C8, 5A1.1–5A1.8, 5A3, 5A6, 5A10, 5A16

state data, 5J3, 5J5, 5J5.1

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

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, 6D3, 6D5, 6D7

applications, 6C7

children, 6A1, 6A3, 6D4, 6D5

conversion, 6A4

disabled workers, 6A1–6A6, 6C1, 6C2, 6C7

initial, 6B1

lump-sum, 6D9

primary insurance amount, 6A2

race, 6A3

retired workers, 6A1–6A6, 6B1, 6B3–6B5

sex, 6A2–6A5, 6B1, 6B3–6B5, 6C1, 6C2, 6D3, 6D7

state data, 6A6

summary data, 6A1–6A6

widowed mothers and fathers, 6A1, 6A3, 6D6, 6D7

widows and widowers, 6A1–6A3, 6A5, 6D7, 6D8

wives, 6A3

wives and husbands, 6A1, 6A3, 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, 2A11.1, 2A13, 

2A18

Beneficiaries and payments, currently payable (OASDI)

age, 5A1.1–5A1.8, 5A3, 5A5, 5A6, 5A10, 5A14–5A16

assets, 3E3

concurrent, OASDI and SSI, 3C5, 3C6, 3C6.1

earnings, 3E3

foreign countries, 5J11

Hispanic origin, 3C8

income, 3E3, 3E6

sources, 3E3

international agreements, eligibility based on, 5M1

living arrangements, 3E3, 3E6

race, 3C7a,b; 5A1; 5A1.1–5A1.8; 5A3; 5A6; 5A7

representative payment, 5L1

sex, 3C8, 5A1.1–5A1.8, 5A3, 5A6–5A8, 5A10, 5A14–5A16

state data, 5J1–5J6, 5J8–5J10

summary data, 3C6.1, 3C7, 3C8, 5A1, 5A1.1–5A1.8,

5A3–5A8, 5A10, 5A14–5A17

type of benefit (see Children [OASDI]; Disabled widows and 

widowers; Disabled workers; Parents; Retired workers; 

Special age-72 beneficiaries; Widowed mothers and 

fathers; Widows and widowers, nondisabled; Wives and 

husbands)

Benefit computations (OASDI), 2A8–2A14, 2A16–2A18

Benefit rates (SSI), 2B1
I.2 ♦ Annual Statistical Supplement, 2008 

Benefit types and levels (OASDI), qualifications and legal 

criteria for

beneficiary families, 2A26

children, 2A21, 2A22

disabled workers, 2A20

divorced beneficiaries, 2A21, 2A22

illustrative monthly benefits, 2A26

lump-sum awards, 2A25

maximum and minimum, 2A27, 2A28

parents, 2A22

PIA, percentage of, 2A20–2A22

retired workers, 2A20, 2A27, 2A28 

special age-72 beneficiaries, 2A24

survivors, 2A22, 2A23, 2A26

transitionally insured, 2A23

vocational rehabilitation services, 2A25

widowed mothers and fathers (OASDI), 2A22

widows and widowers, 2A22–2A24

wives and husbands, 2A21–2A24

Black Lung

benefits, 9D1, 9D2

hearing receipts, dispositions, claims pending, 2F9

Blind (SSI) (see Supplemental Security Income)

C

Centenarians (OASDI), 5J5

Children (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, 5E2, 5F4, 5F6, 5J14, 6D4

foreign countries, 5J11

of deceased workers, 5A1, 5A1.4, 5F4, 5F6, 5F7, 6D4

of disabled workers, 5A1, 5A1.4, 5E1, 5E2, 5F4, 6D4

of retired workers, 5A1, 5A1.4, 5C1, 5C2, 5F4, 6D4

primary insurance amount, 5C1, 5E1, 5F7, 5H2

special minimum, 5A8

qualifications for benefits, 2A21, 2A22

race, 5A1, 5A1.4, 5A6, 6A3

sex, 5A16

state data, 5J2, 5J4, 5J10, 5J14

students, aged 18-19, 5A1.4, 5C2, 5E2, 5F4, 5F6, 6D4

terminations, 6F1–6F3

under age 18, 5A1.4, 5C2, 5E2, 5F4, 5F6, 6D4

Children, blind or disabled (SSI) (see Supplemental Security 

Income)

Civil Service (see Government workers)

Claims workloads (OASDI and SSI), 2F4–2F6

Clergy (see Religious personnel)

Clinical Laboratory Improvement Act (CLIA) facilities (see Medicare)

Computations, benefit (OASDI), 2A10–2A14, 2A16–2A18

Concurrent beneficiaries and recipients (OASDI and SSI), 2F9, 

3C5, 3C6, 3C6.1, 7D1, 7D2

Constant dollars (OASDI, SSI, and TANF benefits), 3C4

Consumer Price Index (CPI), 2A18, 3C4, 3E1

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, 4B7,

4B9–4B14

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

Direct deposit (OASDI), 5K1

Disability, definition of (OASDI), 2A7

Disability determinations (see Service delivery [OASDI and SSI])

Disability Insurance (OASDI), 2F5, 2F9

Disability Insurance Trust Fund (OASDI) (see Trust funds)

Disabled adult children (see Children [OASDI], disabled, aged 18 

or older)
Annual Statistical Supplement, 2008 ♦ I.3

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

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, 6A3, 6A4, 6C2

applications, 6C7

awards, 6A1–6A5, 6C1, 6C2, 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

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, 5D4, 5E2,

6A2–6A4, 6C2

state data, 5J2, 5J4, 5J8, 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, 4B9–4B14

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, 2A29.1

automatic adjustment of, 2A18

beneficiaries affected, 6B1, 6E4, 6E5

Employees (SSA) (see Offices and staff [SSA])

End-stage renal disease (Medicare), 8B5, 8C3

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

Foreign countries (OASDI), 5J1–5J11, 5J14, 5K1, 5M1

G

General revenue appropriations (OASDI), 2A6

Government pension offset (OASDI), 2A22, 2A23, 6E4, 6E5

Government workers, 2A1

H

Health and medical programs, expenditures for (see Medicaid; 

Medicare)

Health insurance for the aged and disabled (see Medicare)

Hearing receipts, dispositions, claims pending (OASDI and SSI), 

2F9

Hearings and appeals (OASDI), 2F1, 2F8, 2F9, 2F11

Hispanic origin, 3C8

Historical data 

administrative data, 2F3, 2F7

Black Lung benefits, 9D1

employment and earnings, 3B3

interprogram data, 3C3–3C5, 3C6.1

Medicaid recipients, 8E1, 8E2
I.4 ♦ Annual Statistical Supplement, 2008 

Medicare

cost sharing and premium amounts, 2C1

enrollment, utilization, and reimbursement, 8B1–8B5, 

8B8a, 8B8.1, 8B11–8B14

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, 2A29.1, 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)

noncitizens receiving, 7E6

summary data, 7A3–7A5, 7A8, 7A9

Veterans’ benefits, 9F1

Workers' compensation, 9B1, 9B2

Home health agencies (Medicare), participating facilities, 8C1, 

8C3

Home health services

Medicaid, 8E1

Medicare, 8B1, 8B2, 8C1, 8C3

Hospital Insurance (HI) (see Medicare)

Hospital Insurance Trust Fund (Medicare) (see Trust funds)

Hospitals, expenditures for care

Medicaid, 8E1

Medicare, 8B1, 8B2, 8B8a

Hospitals (Medicare), type of participating facility, 8C1, 8C2

Husbands (OASDI) (see Wives and husbands [OASDI])

I

Illustrative monthly benefits (OASDI), 2A26

Income

age, 3E3, 3E6

family, 3E3, 3E6, 3E8

personal, 4A4

poverty guidelines, 3E8

poverty thresholds, 3E1

race, 3E6

shares, 3E3, 3E6

sources, 3E3

Income tax treatment of OASDI benefits (OASDI), 2A31, 2A32, 

3C3, 4A1–4A3

Independent laboratories (Medicare), participating, 8C1, 8C3

Indexing factors and indexed earnings (OASDI), 2A8, 2A9

Insured status provisions (OASDI), 2A7

Insured workers (OASDI)

age, 4C2, 4C5

fully insured, 4C1, 4C2, 4C5

insured for disability, 4C1, 4C2

monthly benefits for survivors of, 2A22

percentage of population, 4C5

permanently insured, 4C1

sex, 4C2, 4C5

Interfund borrowing, 2A6

Intermediate-care facilities for the mentally retarded (Medicaid), 

8E1

International agreements (OASDI), 5M1

K

Kidney disease (see End-stage renal disease [Medicare])

L

Life expectancy, 4C6

Life table, 4C6

Living arrangements

aged population, 3E3, 3E4, 3E6

SSI recipients, 2B1, 7E5

Lump-sum death benefit (OASDI), 2A25, 4A5, 6D9

M

Maximum benefit (OASDI), 2A13, 2A14, 2A17, 2A26–2A28

Maximum indexed earnings (OASDI), 2A9

Medicaid, 2C2, 8E1, 8E2, 8H1

Medicare

aged enrollees, 2C1, 8B1, 8B3a, 8B3b, 8B4, 8B11

amounts reimbursed, 8B1, 8B2

assignment rates, 8B10

bills approved, 8B10–8B11

buy-ins, 8B12

claims, 8B10–8B11

Clinical Laboratory Improvement Act (CLIA) facilities, 8C1, 

8C3
Annual Statistical Supplement, 2008 ♦ I.5

coinsurance, 2C1

contributions, 4B12

cost sharing, 2C1

deductibles, 2C1

disabled enrollees, 2C1, 8B2, 8B3a, 8B5, 8B11

earnings of workers, 4B12, 4B14

end stage renal disease facilities, 8B5, 8C3

enrollment, 8B1–8B5, 8B8a, 8B8.1, 8B10–8B14

expenditures, 8A1, 8A2

hearing receipts, dispositions, claims pending, 2F9

home health agencies and services, 8B1, 8B2, 8C1, 8C3

hospital charges, 8B8a

hospital insurance, 2C1, 8A1, 8B1–8B5, 8B8a, 8B8.1, 8C1– 8C3

hospitals (type of participating facility), 8B2, 8B8a, 8B8.1, 

8C1–8C3

independent laboratories, 8C1, 8C3

outpatient services, 8B1, 8B2

participating facilities, 8C1–8C3

persons served, 8B1, 8B2

physicians' services, 8B1, 8B2, 8B10–8B11

premiums, 2C1, 8A1, 8A2

prescription drug coverage (Part D), 8B13–8B14

race, 8B4, 8B5

reasonable charges, 8B11

reimbursements, 8B1–8B8a, 8B8.1, 8B10–8B14

Retiree Drug Subsidy, 8B13–8B14

sex, 8B4, 8B5

short-stay hospitals, 8B8a, 8B8.1, 8C2

skilled nursing facilities and services, 8B8a, 8C1, 8C3

state data, 4B12, 8B3a, 8B3b, 8B8a, 8B8.1, 8B12–8B14, 

8C2, 8C3

subsidies for prescription drug plan costs, 8B14

Supplementary Medical Insurance, 2C1, 8A2, 8B1–8B5, 

8B10–8B14, 8C1, 8C3

trust funds, 8A1, 8A2

utilization, 8B1–8B5, 8B8a, 8B8.1, 8B10–8B14

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)

Old-Age Assistance, 3C4

Old-Age, Survivors, and Disability Insurance (OASDI) (see entries 

identified by [OASDI])

Outpatient services (Medicare and Medicaid), 8B1, 8B2, 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

public employee, 3C3

Period of disability, 2A7

Physicians' services (Medicaid), 8E1

Physicians' services (Medicare), 8B1, 8B2

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
I.6 ♦ Annual Statistical Supplement, 2008 

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, 2A16–2A18

illustrative amounts, 2A19

indexing factors and indexed earnings, 2A8, 2A9

maximum indexed earnings, 2A9

minimum and maximum benefit, 2A11, 2A13, 2A14, 2A17, 

2A26–2A28

percentage of PIA for benefit types, 2A20–2A22

relationship to earnings levels, 2A26

special minimum, 2A12, 5A8

Windfall Elimination Provision (WEP), computation based on, 

2A11.1

Prescription drug coverage (Medicare Part D), 8B13–8B14

Prouty beneficiaries (OASDI) (see Special age-72 beneficiaries 

[OASDI])

Provisions, history of

Medicaid, 2C2

Medicare, 2C1

OASDI, 2A1–2A14, 2A16–2A32

SSI, 2B1

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, 3C7a,b; 5A1.1–5A1.8; 5A3; 5A6; 6A3

Medicare, 8B4, 8B5

poverty status of aged families, 3E6

sex, 3C7a,b; 5A1.1–5A1.8; 5A3; 5A6; 5A7; 5J5.1; 6A3

state data, 5J5.1

summary data, 3C7, 5A1, 5A1.1–5A1.8, 5A3, 5A6, 5A7, 6A3

Race (SSI), 3C7a,b

Railroad Retirement program

trust fund transfers to and from, 4A1–4A3, 8A1

Railroad temporary disability insurance program, 9C1

Reconsiderations (OASDI and SSI), 2F7

Reduction for early retirement (OASDI)

age, 5A3, 5B1, 5B2, 6A5

benefit amounts, illustrative, 2A26

disabled workers, 5A3, 6A5

minimum and maximum benefit, 2A27

race, 5A3, 5A7

retired workers

dually entitled, 5G1

with benefits withheld, 6B1, 6E1

with delayed retirement credit, 5B1, 5B3

with reduction, 5A3, 5B6–5B8, 5G1, 5H2, 6A5, 6B3, 

6B4, 6E1

without delayed retirement credit, 5B2, 5B3

without reduction, 5B1, 5B2, 5B6–5B8, 5G1, 5H2, 6B3, 

6B4, 6E1

sex, 5A3, 5A7, 5B1, 5B2, 5B6–5B8, 5G1, 6A5, 6B3, 6B4

widows, nondisabled, 5A3, 6A5

wives and husbands, 5A3, 5A7, 6A5

Religious personnel, 2A1

Representative payment (OASDI), 5L1

Representative payment (SSI), 7E4

Retired workers (OASDI)

age, 5A1.1, 5A3, 5A5, 5A6, 5A10, 5A14–5A16, 5B1–5B5, 

5B9, 6A3–6A5, 6B5

awards, 6A1–6A5, 6B1, 6B3–6B5

beneficiary families, 5H1–5H3

benefit distributions, 5B6–5B9, 5J6, 6B3–6B5, 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

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, 5A6, 5A7, 5A10, 5A14–5A16, 5B6– 5B9, 5C2, 6A2–6A5, 6B1, 6B3–6B5, 6E4

state data, 5J1, 5J2, 5J4, 5J6, 6A6

terminations, 6F1, 6F2

with delayed retirement credit, 5B1–5B3

with dual entitlement, 5G1–5G5

with reduction for early retirement, 5A3, 5B6–5B8, 5G1, 5H2, 

6B1, 6B3, 6B4, 6E1

without reduction for early retirement, 5B1, 5B2, 5B6–5B8, 

5G1, 5H2, 6B1, 6B3, 6B4, 6E1

year of entitlement, 5B4

Retirement age, 2A17.1–2A17.2

Retirement programs (see Pensions; Railroad Retirement program; Retired workers [OASDI])

Retirement test (see Earnings test [OASDI])

S

SECA taxes (see Contribution rates [OASDI])

Section 1619a (see Special SSI cash payments (1619a) [SSI])
Annual Statistical Supplement, 2008 ♦ I.7

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, 4B6, 4B7, 4B9–4B13

maximum annual amount of contributions, 2A4

maximum taxable earnings, 2A3, 4B9

Medicare, 4B12, 4B14

OASDHI contributions, 2A4, 2A5, 4B10, 4B11

sex, 4B3, 4B4, 4B6, 4B7, 4B9

state data, 4B10, 4B12

tax credits, 2A5, 2A6

taxable earnings, amount reported, 4B2, 4B10–4B12

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, 5A3, 5A6, 5A10, 5A14–5A16, 6A3

life table, 4C6

race, 3C7a,b; 5A1; 5A1.1–5A1.8; 5A3; 5A6; 5A7; 6A3

state data, 5J5.1

summary data, 5A1.1, 5A1.2, 5A1.5–5A1.8, 5A3, 5A6, 5A7, 

5A10, 5A14–5A16

Sex (SSI) (see Supplemental Security Income)

Short-term sickness and disability benefits, 9C1

Skilled nursing facilities (Medicare)

expenditures for care, 8B1, 8B2, 8B8a

participating facilities, 8C1, 8C3

Social Security Act, 2A1, 2A2, 2A6, 2A7, 2A10–2A14, 2A16– 2A18, 2A20–2A25, 2A29–2A31, 2B1

Social Security program (see entries identified by [OASDI])

Special age-72 beneficiaries (OASDI), 2A24, 4A5, 5A4, 6A1, 6E4, 

6F1, 6F2

Special minimum primary insurance amount (OASDI), 2A12, 5A8

Spouses (OASDI) (see Wives and husbands [OASDI])

Staff (SSA) (see Offices [SSA] and employees [SSA])

State and local government pensions (see Government workers)

State data

Black Lung benefits, 9D2

Medicaid, 2C2, 8H1

Medicare, 4B12, 8B3a, 8B3b, 8B8a, 8B8.1, 8B12–8B14, 

8C2, 8C3

OASDI

beneficiaries, 3C5, 5J1–5J6, 5J8–5J10, 5J14, 6A6

concurrent receipt with SSI, 3C5, 7D2

covered workers, 4B10, 4B12

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

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, 3C7a,b; 3C8; 7A1; 7A8; 7A9; 7B9; 7D1; 7D2; 7E2–7E5

aged, 3C5, 7A1–7A5, 7A8, 7A9, 7B1, 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, 7B8, 7B9, 7C1, 7C2, 7D1, 

7D2, 7E2–7E5

blind and disabled adults, 3C6.1, 7C1

blind and disabled children, 3C6.1, 7A2, 7B8, 7C1, 7E2–7E4

claims workloads, 2F6

concurrent SSI and OASDI, 2F9, 3C5, 3C6, 3C6.1, 7D1, 7D2

couples, 7A2, 7C2

disabled, 3C6.1, 7A1–7A5, 7A8, 7A9, 7B1, 7B9, 7C1, 7C2, 

7D1, 7D2, 7E2–7E6

earnings, 7D1

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), 2F9, 3C5, 3C6, 

3C6.1, 7D1, 7D2

payment distributions, 7C1, 7C2

payments in current and constant dollars, 3C4

race, 3C7a,b

representative payment, 7E4
I.8 ♦ Annual Statistical Supplement, 2008 

service delivery, 2F7

sex, 3C7a,b; 3C8; 7E2; 7E3

state data, 3C5, 7B1, 7B3, 7B7–7B9, 7D2

state supplementation, 7A1–7A5, 7B3, 7B7

unearned income, 7D1

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

Taxable earnings (OASDI), (see also Earnings of covered workers 

[OASDI]) 4B1–4B3, 4B7, 4B9–4B13

Taxable maximum (OASDI), (see also Covered workers [OASDI]) 

2A3, 2A8, 2A9, 2A18, 2A26, 4B4, 4B7, 4B9

Taxation of OASDI benefits, 2A31, 2A32, 3C3, 4A1–4A3

Taxes (OASDI and HI)

amounts, 4A1–4A3, 4B10–4B14

rates, 2A3, 2A4

state amounts, 4B10, 4B12

Temporary disability insurance, 9C1

Termination of benefits (OASDI), 6F1–6F3

Time-series data (see Historical data)

Totalization (OASDI), 5M1

Transitionally insured (OASDI), 2A23

Trust funds

Disability Insurance, 3C3, 4A2–4A4, 4A6, 5A4

Hospital Insurance, 3C3, 4A4, 8A1

Old-Age and Survivors Insurance, 3C3, 4A1, 4A3–4A5, 5A4

Supplementary Medical Insurance, 3C3, 4A4, 8A2

U

Underpayments (OASDI and SSI), 2F7

Unemployment Insurance, 9A2

Uniformed services, 2A1, 2A2

V

Veterans' programs, 9F1

Vocational rehabilitation services, 2A25

W

Wage and salary workers (OASDI) (see Covered workers 

[OASDI]; Earnings of covered workers [OASDI])

Wage credits (OASDI), 2A1, 2A2, 2A6

Widowed mothers and fathers (OASDI)

age, 5A1.5, 5A5, 5A16, 6A3, 6D7

awards, 6A1, 6A3, 6D6, 6D7

beneficiary families, 5H1, 5H2, 5H4

benefit distributions, 5H4

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, 5A1.5–5A1.7, 5A3, 5A6, 5A7

sex, 5A1.5, 5A7, 5A10, 5A16

surviving divorced, 5A1.5, 5F12, 6D6, 6D7

terminations, 6F1, 6F2

Widows and widowers (OASDI)

benefits paid

annual, 4A5

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, 5F7, 5F11, 5H4, 5J9

benefits paid, monthly, 5A16, 5F6, 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
Annual Statistical Supplement, 2008 ♦ I.9

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, 5A14, 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, 5F1, 6A1, 

6A3, 6A5, 6D1, 6D3

of retired workers, 5A1, 5A1.3, 5A5–5A7, 5A10, 5A14–5A16, 

5C1, 5F1, 6A1, 6A3, 6A5, 6D1, 6D3

primary insurance amount, 5C1, 5H1, 5H2

special minimum, 5A8

qualifications for benefits, 2A21, 2A23

race, 5A1, 5A1.3, 5A3, 5A6, 5A7, 6A3

sex, 5A1.3, 5A3, 5A7, 5A10, 5A15, 5A16, 5C2, 6A3, 6D1

state data, 5J2, 5J4

terminations, 6F1–6F3

with entitlement based on disabled child, 5F1

with reduction for early retirement, 5A3, 6A5

Workers' compensation, 9B1–9B3

Workers' compensation offset, 6E4, 6E5

Workloads (OASDI and SSI), 2F4–2F6, 2F8