SHORT-RANGE ACTUARIAL PROJECTIONS

OF THE OLD-AGE, SURVIVORS, AND

DISABILITY INSURANCE PROGRAM, 2001

ACTUARIAL STUDY NO. 115

by Chris Motsiopoulos and Tim Zayatz, A.S.A.

Social Security Administration

Office of the Chief Actuary

July 2001

SSA Pub. No. 11-11550
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FOREWORD

Actuarial Study No. 115 describes the methodology used to estimate the future short-range financial operations of the Old-Age,

Survivors, and Disability Insurance program as presented in the 2001 OASDI Trustees Report. As has been customary for all

recent reports, the “short-range” projection period is defined as the 10-year period beginning with the current year. This study is the

fourth in a series to describe in detail the development of the short-range estimates (previous such reports appeared in Actuarial

Study No. 103 (January 1989), Actuarial Study No. 104 (October 1991) and Actuarial Study No. 111 (December 1996).

As the complexity of the OASDI program has increased over the years, the methods used to prepare actuarial estimates for the program have increased in complexity as well. Legislative changes, periodic reviews from various technical advisory panels, and

improved actuarial methods have resulted in a substantial amount of detail being added to program estimates. The detail allows the

short-range staff to monitor program dynamics more closely, and hopefully improve the accuracy and utility of the estimates. The

complexity is evident from the 200+ tables shown in this study which provide only a summary of the detail of trust fund projections.

The authors, Chris Motsiopoulos and Tim Zayatz, are to be commended for their painstaking effort in preparing a document of this

scope. I would also like to thank Steve McKay for his overall guidance and careful review of the various drafts of this study. His

efforts contributed significantly to the accuracy and clarity of this presentation. As we have indicated in previous editions, the size

of the study prevents us from publishing full, updated reports each year. However, the authors have automated production of the

tables, for which we expect to have more frequent updates available on the Social Security Administration’s website at

www.ssa.gov/OACT/NOTES/actstud.html. Additional copies of the study are available upon request. Please refer to the inside cover

for details. Finally, readers are welcome to provide comments or suggestions regarding any of the material contained within. Such

feedback will improve future versions of this actuarial study, and may result in improvements to estimation methods. Comments to

the authors can be submitted at either the address shown on the inside cover or via e-mail directed to Chris.Motsiopoulos@ssa.gov

or Tim.A.Zayatz@ssa.gov. 

Eli N. Donkar, Ph.D., A.S.A., M.A.A.A.

Deputy Chief Actuary
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TABLE OF CONTENTS

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I. BACKGROUND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

II. ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

A. ECONOMIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

1. Gross Domestic Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

2. Covered Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3. Consumer Price Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

4. Real-Wage Differential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

5. Unemployment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

6. Labor Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

7. Indexing Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

8. Cost-of-Living Adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

9. Nominal Interest Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

10. Effective Interest Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

B. DEMOGRAPHIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1. Fertility Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

2. Death Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3. Life Expectancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4. Immigration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

C. PROGRAMMATIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1. Coverage Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2. Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

3. Disability Insured. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4. Disability Incidence Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

5. Disability Termination Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

III. BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

A. NUMBER OF DISABILITY INSURANCE (DI) BENEFICIARIES. . . . . . . . . . . . . . . . . . . . . . . . . 14

1. Awards and Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2. Terminations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

3. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

4. Withheld (Suspensions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

5. Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

6. Dependents of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

B. NUMBER OF OLD-AGE AND SURVIVORS INSURANCE (OASI) BENEFICIARIES . . . . . . . . 54

1. Retired Workers and Insured Widow(er)s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

a. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

b. Awards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

c. Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

d. Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

e. Semiannual Retired Worker Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

2. Minor Children. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

3. Disabled Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

4. Student Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

5. Semiannual Child Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

6. Young Spouses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

7. Mothers and Fathers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

8. Semiannual Young Spouses and Mothers and Fathers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

9. Disabled Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

10. Aged Spouses and Uninsured Widows and Widowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

11. Parents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

12. Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

13. OASDI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
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C. AVERAGE BENEFIT AT AWARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

1. Sample Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

2. Sample Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

3. Sample Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

4. Earnings Prior to 1951 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

5. Other Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

6. Benefit Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

7. Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

D. DISABILITY INSURANCE BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

2. Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

3. Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

E. OLD-AGE AND SURVIVORS INSURANCE BENEFIT PAYMENTS. . . . . . . . . . . . . . . . . . . . . . 179

1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

2. Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

3. Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

4. Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

5. Dual-Entitlement Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

6. Quarterly Benefit Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

IV. TRUST FUND INCOME AND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

A. TRUST FUND INCOME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

1. FICA and SECA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

2. State Deposits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

3. Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

4. Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

5. Taxation of Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

6. Military Service Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

7. Benefits to Uninsured Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

B. TRUST FUND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

1. Unnegotiated Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

2. Vocational Rehabilitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

3. Railroad Board Interchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

4. Administrative Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

C. TRUST FUND PROGRESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

1. OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

2. DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

A. LOW-COST ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

B. HIGH-COST ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

APPENDICES

A. DETERMINATION OF THE WAGE BASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

B. DISABLED WORKER INCIDENCE AND AWARDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

C. DISABLED WORKER ADJUSTED INCIDENCE RATE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

D. DISABLED WORKER TERMINATIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

E. DURATION ANALYSIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

F. AVERAGE AGE OF DISABLED WORKERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

G. DISABLED WORKER PROJECTION BY SINGLE-YEAR-OF-AGE. . . . . . . . . . . . . . . . . . . . . . . 274

H. GLOSSARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
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II. ASSUMPTIONS

II.1 Selected OASDI Short-Range Economic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

II.2 Average Amount of Total Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

II.3 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and Benefit

Base, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

II.4 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . 10

II.5 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . 11

II.6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

II.7 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

III. BENEFIT PAYMENTS

III.A1 Workers Insured for Old-Age and Survivors Insurance Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

III.A2 Social Security Area Population Under Normal Retirement Age . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

III.A3 Workers Under Normal Retirement Age Who Are Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

III.A4 Labor Force Participation Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Disability Insurance Program—Number of Beneficiaries

III.A5 Workers Insured in the Event of Disability as a Percent of Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . 25

III.A6 Workers Insured in the Event of Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

III.A7 DI Disabled Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

III.A8 DI Disabled Worker Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

III.A9 DI Disabled Worker Awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

III.A10 DI Disabled Worker Total Termination Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

III.A11 DI Disabled Worker Termination Rates Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

III.A12 DI Disabled Worker Termination Rates Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

III.A13 DI Disabled Worker Termination Rates Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

III.A14 DI Disabled Worker Total Terminations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

III.A15 DI Disabled Worker Terminations Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

III.A16 DI Disabled Worker Terminations Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

III.A17 DI Disabled Worker Terminations Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

III.A18 DI Disabled Worker Withheld Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

III.A19 DI Disabled Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

III.A20 DI Disabled Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

III.A21 DI Awards to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

III.A22 DI Awards to Minor, Disabled, and Student Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . 42

III.A23 DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

III.A24 DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

III.A25 DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

III.A26 DI Young Wives of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

III.A27 DI Young Husbands of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Table Description

LIST OF TABLES
vi

III.A28 DI Aged Wives of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

III.A29 DI Aged Husbands of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

III.A30 DI Total Spouses of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

III.A31 DI Minor Children of Disabled Workers With Benefits In Force,

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

III.A32 DI Disabled Children of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

III.A33 DI Student Children of Disabled Workers With Benefits In Force,

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Old-Age and Survivors Insurance Program—Number of Beneficiaries

III.B1 Population in the Social Security Area, Age 60 or older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

III.B2 OASI Workers Who Are Fully Insured, Age 60 or older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

III.B3 Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

III.B4 Insured Aged Widows and Widowers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

III.B5 Retired and Disabled Workers and Insured Aged Widows and Widowers With Benefits In Force, 

Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

III.B6 Retired and Disabled Workers and Insured Aged Widows and Widowers With Benefits In Force, 

Age 60 or Older as a Percentage of Fully Insured Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

III.B7 Awards to Retired Workers and Insured Aged Widows and Widowers, 

as a Percentage of Eligible Nonretired and Nondisabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

III.B8 Awards to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

III.B9 Awards to Insured Aged Widows and Widowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

III.B10 Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

III.B11 Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force. . . . . . . . . . . . . . . 71

III.B12 Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

III.B13 Insured Aged Widows and Widowers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

III.B14 Insured Aged Widows and Widowers With Benefits Withheld, as a Percentage of Insured Aged 

Widow(ers) In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

III.B15 Insured Aged Widows and Widowers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . 75

III.B16 Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

III.B17 Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

III.B18 Non-Orphan and Orphan Population, Under 18, in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . 78

III.B19 Minor Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

III.B20 Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population . . . . . . . . 80

III.B21 Awards to Minor Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

III.B22 Minor Children of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

III.B23 Minor Children of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . 83

III.B24 Minor Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

III.B25 Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population . . . . . . . . . . . 85

III.B26 Awards to Minor Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

III.B27 Minor Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

III.B28 Minor Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . 88

III.B29 Uninsured Population in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

III.B30 Disabled Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
vii

III.B31 Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population . . . . . . . . 91

III.B32 Awards to Disabled Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

III.B33 Disabled Children of Retired Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

III.B34 Numbers of Disabled Children of Retired Workers With Benefits Withheld, 

as a Percentage of Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

III.B35 Disabled Children of Retired Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . 95

III.B36 Disabled Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

III.B37 Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population . . . . . . 97

III.B38 Awards to Disabled Children of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

III.B39 Disabled Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

III.B40 Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of Disabled 

Children In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

III.B41 Disabled Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . 101

III.B42 Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

III.B43 Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

III.B44 Children of Retired Workers With Benefits In Force 

and as a Percent of Male Retired Workers In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

III.B45 Children of Retired Workers With Benefits In Current-Payment Status 

and as a Percent of Male Retired Workers In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

III.B46 Children of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

III.B47 Children of Deceased Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . 107

III.B48 Young Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

III.B49 Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers 109

III.B50 Awards to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

III.B51 Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force 111

III.B52 Young Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

III.B53 Young Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . 113

III.B54 Young Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

III.B55 Awards to Young Widow(er)s of Deceased Workers, Per 1,000 Awards to Eligible Children of 

Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

III.B56 Awards to Young Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

III.B57 Young Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Young 

Widow(er)s In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

III.B58 Young Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

III.B59 Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . 119

III.B60 Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . 120

III.B61 Young Husbands of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . 121

III.B62 Mother Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . 122

III.B63 Father Beneficiaries In Force, Withheld, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . 123

III.B64 Disabled Widows of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

III.B65 Disabled Widows of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

III.B66 Disabled Widows of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . 126

III.B67 Disabled Widowers of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

III.B68 Disabled Widowers of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

III.B69 Disabled Widowers of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . 129
viii

III.B70 Aged Wives of Retired Workers and Uninsured Widows of Deceased Workers, Under Age 65, 

With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

III.B71 Aged Wives of Retired Workers and Uninsured Widows of Deceased Workers, 

Age 65 or Older, With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

III.B72 Aged Wives of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

III.B73 Aged Wives of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . 133

III.B74 Aged Uninsured Widows of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . 134

III.B75 Aged Widows of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . 135

III.B76 Aged Husbands of Retired Workers and Uninsured Widowers of Deceased Workers, 

Under Age 65, With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

III.B77 Aged Husbands of Retired Workers and Uninsured Widowers of Deceased Workers, 

Age 65 or Older, With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

III.B78 Aged Husbands of Retired Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

III.B79 Aged Husbands of Retired Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . 139

III.B80 Aged Uninsured Widowers of Deceased Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . 140

III.B81 Aged Widowers of Deceased Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . 141

III.B82 Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . . . . 142

III.B83 Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . 143

III.B84 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

OASDI Average Award Amounts

III.C1 DI Average Monthly Benefit Awarded to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

III.C2 DI Average Monthly Benefit Awarded to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . 151

III.C3 DI Average Monthly Benefit Awarded to Minor, Disabled, and Student Children of Disabled Workers . . 152

III.C4 Average Monthly Benefit Awarded to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

III.C5 Average Monthly Benefit Awarded to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Disability Insurance Program—Benefit Payments

III.D1 DI Average Monthly Benefit to Male Disabled Workers In Force, Awarded, Terminated,

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

III.D2 DI Average Monthly Benefit to Female Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

III.D3 DI Average Monthly Benefit to Total Disabled Workers In Force, Awarded, Terminated,

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

III.D4 DI Average Monthly Benefit to Young Wives of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

III.D5 DI Average Monthly Benefit to Young Husbands of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

III.D6 DI Average Monthly Benefit to Aged Wives of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

III.D7 DI Average Monthly Benefit to Aged Husbands of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

III.D8 DI Average Monthly Benefit to Total Spouses of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

III.D9 DI Average Monthly Benefit to Minor Children of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

III.D10 DI Average Monthly Benefit to Disabled Children of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
ix

III.D11 DI Average Monthly Benefit to Student Children of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

III.D12 DI Current-Payment Benefits to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

III.D13 DI Current-Payment Benefits to Young Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

III.D14 DI Current-Payment Benefits to Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

III.D15 DI Current-Payment Benefits to Total Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

III.D16 DI Current-Payment Benefits to Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

III.D17 DI Current-Payment Benefits to Total Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

III.D18 DI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

III.D19 DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries. . . . . . . . . . . . . . . . 175

III.D20 DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers . . . . . . . . . . . . . . . 176

III.D21 DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers. . . . . . 177

III.D22 DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers . . . . . 178

Old-Age and Survivors Insurance Program—Benefit Payments

III.E1 Average Monthly Benefit of Retired Workers In Force, Awarded, Terminated, and 

In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

III.E2 Average Monthly Benefit to Young and Aged Spouses of Retired Workers In Current-Payment Status . . 183

III.E3 Average Monthly Benefit to Minor, Disabled, and Student Children of Retired Workers 

In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

III.E4 Average Monthly Benefit to Minor Child Survivors of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

III.E5 Average Monthly Benefit to Disabled Child Survivors of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

III.E6 Average Monthly Benefit to Student Child Survivors of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

III.E7 Average Monthly Benefit to Aged Widows and Widowers of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

III.E8 Average Monthly Benefit to Mother and Father Beneficiaries In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

III.E9 Average Monthly Benefit to Parents of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

III.E10 Average Monthly Benefit to Disabled Widows and Widowers of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

III.E11 Average Monthly Benefit to Special Age-72 Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . 192

III.E12 Current-Payment Benefits to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

III.E13 Current-Payment Benefits to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

III.E14 Current-Payment Benefits to Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

III.E15 Current-Payment Benefits to Total Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

III.E16 Current-Payment Benefits to Children of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

III.E17 Current-Payment Benefits to Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

III.E18 Current-Payment Benefits to OASI Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

III.E19 Current-Payment Benefits to Aged Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . . . . 200

III.E20 Current-Payment Benefits to Mother and Father Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

III.E21 Current-Payment Benefits to Parents of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

III.E22 Current-Payment Benefits to Disabled Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . 203

III.E23 Current-Payment Benefits to Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

III.E24 Non-Current-Payment Benefits to Retired Workers and Dependents, Other Than Benefits Due to AERO 205
x

III.E25 Non-Current-Payment Benefits to Retired Workers and Dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

III.E26 Non-Current-Payment Benefits to Survivors of Deceased Workers, Other Than Benefits Due to AERO . 207

III.E27 Non-Current-Payment Benefits to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

III.E28 Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

III.E29 Number of OASI Beneficiaries Receiving Both a Retired-Worker and Secondary Benefit, 

by Type of Secondary Benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

III.E30 Average Reduced Secondary Benefits for OASI Beneficiaries Receiving Both a Retired-Worker 

and Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

III.E31 Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired-Worker 

and Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

III.E32 Adjusted Current-Payment Benefits, Non-Current-Payment Benefits, and Total Benefits to 

OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

III.E33 Summary of OASDI Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

III.E34 Summary of OASDI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

III.E35 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

IV. TRUST FUND INCOME AND OUTGO

IV.1 Contribution Rates to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

IV.2 FICA, SECA, and State Deposit Revenue to the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

IV.3 FICA, SECA, and State Deposit Revenue to the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

IV.4 Income from Taxation of OASI and DI Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

IV.5 Benefits Withheld from Nonresident Aliens and Credited to the OASI and DI Trust Funds. . . . . . . . . . . . 229

IV.6 Payments to the OASI and DI Trust Funds due to Military Service Credits . . . . . . . . . . . . . . . . . . . . . . . . 230

IV.7 Reimbursements for Payments to Uninsured Persons Who Attained Age 72 Before 1968 . . . . . . . . . . . . . 231

IV.8 Interest Paid to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

IV.9 Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks. . . . . . . . . . . . . . . . . . . . . 233

IV.10 Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds . . . . . . . . . . . . . . 234

IV.11 Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program . . . . . . . . . . . . . . 235

IV.12 Net Administrative Expenses from the OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

IV.13 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

IV.14 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

IV.15 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

IV.16 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

IV.17 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . 241
xi

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS

Low-Cost Assumptions

V.A1 Selected OASDI Short-Range Economic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

V.A2 Average Amount of Total Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

V.A3 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and 

Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

V.A4 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . 245

V.A5 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

V.A6 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

V.A7 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

V.A8 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

V.A9 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

V.A10 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

V.A11 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

V.A12 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

V.A13 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . 252

High-Cost Assumptions

V.B1 Selected OASDI Short-Range Economic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

V.B2 Average Amount of Total Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

V.B3 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and 

Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

V.B4 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . 255

V.B5 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

V.B6 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

V.B7 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

V.B8 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

V.B9 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

V.B10 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

V.B11 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

V.B12 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

V.B13 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . 262

xiii

1 DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2010 . . . . . . . . . . . . . . . 20

2 OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2010. . . . . . . . . . . . . 60

3 Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2000 . . . . 145

4 Summary of OASDI Benefit Payments, Calendar Year 2000. . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

5 Income of the Combined OASI and DI Trust Funds, Calendar Year 2000. . . . . . . . . . . . . . . . . . 242

7 Assets of the Combined OASI and DI Trust Funds, as of December 31, 2000 . . . . . . . . . . . . . . 242

6 Outgo of the Combined OASI and DI Trust Funds, Calendar Year 2000. . . . . . . . . . . . . . . . . . . 242

8 Trust Fund Ratios of the OASI and DI Trust Funds, Calendar Years 1975-2010. . . . . . . . . . . . . 242

9 Trust Fund Ratios of the OASI Trust Fund, by Alternative, Calendar Years 1975-2010 . . . . . . . 263

11 Trust Fund Ratios of the Combined OASI and DI Trust Funds, by Alternative, 

Calendar Years 1975-2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

10 Trust Fund Ratios of the DI Trust Fund, by Alternative, Calendar Years 1975-2010. . . . . . . . . . 263

Figure Description

LIST OF FIGURES

1

SHORT-RANGE ACTUARIAL PROJECTIONS OF THE

OLD-AGE, SURVIVORS, AND DISABILITY INSURANCE PROGRAM, 2001

I. BACKGROUND

The financial status of the Old-Age, Survivors, and Disability Insurance (OASDI) program is evaluated on the basis of

estimates made over several time periods: the next 10 years

(short range), and the next 75 years (long range). The longrange period is further broken down into 25-year subperiods.

Short-range estimates provide an indicator of the program’s

ability to pay benefits over the next several years. By monitoring these estimates, the short-range staff of the Office of

the Chief Actuary can identify the possible need for legislative action in the near future. In contrast, long-range estimates provide tools for evaluating the size of the financial

obligation that the OASDI program will place on future generations, and for determining whether current provisions for

financing will be adequate in the long term.

A number of different measures are used to assess the financial status of the trust funds over the next 75 years:

• The trust fund ratio is the ratio of (i) trust fund assets at

the beginning of the year, to (ii) benefit payments and

administrative expenses, or “outgo” during the year.

• The income rate for any year is the ratio of (i) payroll

taxes collected on covered earnings plus income taxes

collected from the taxation of OASDI benefits, to (ii)

earnings in covered employment that are taxable under

the OASDI program, or “taxable payroll”.

• The cost rate for any year is the ratio of (i) OASDI benefit payments plus administrative expenses, to (ii) taxable payroll.

• The summarized income rate over a subperiod is the

ratio of (i) the sum of the present value of each year’s

tax income, to (ii) the sum of the present value of each

year’s taxable payroll.

• The summarized cost rate over a subperiod is the ratio

of (i) the sum of the present value of each year’s outgo,

to (ii) the sum of the present value of each year’s taxable

payroll.

To assess the overall financial balance for the long range, we

calculate summarized income rates and cost rates for the full

75-year period. In addition, the summarized income rate is

augmented by the value of trust fund assets on hand at the

beginning of the period. Similarly, the summarized cost rate

is adjusted to include the additional cost of accumulating

end-of-period assets equal to 100 percent of the following

year’s outgo. The difference between the summarized

income and cost rates for the 75-year valuation period is

called the actuarial balance. Based on the 2001 Trustees

Report1 intermediate set of assumptions, an actuarial deficit

of 1.86 percent of taxable payroll is projected. This represents the difference between the summarized income rate of

13.58 percent, and the corresponding cost rate of 15.44 percent. Previous actuarial studies have described the methods

used in preparing the long-range estimates of the financial

status of the OASDI program.2

The short-range financial status is generally measured by the

trust fund ratio, as previously defined. The short-range test

of financial adequacy is met if either of the following is satisfied:

• The trust fund ratio equals or exceeds 100 percent

throughout the 10-year projection period;

• The trust fund ratio is initially less, but attains 100 percent within the first 5 years and remains at or above 100

percent with sufficient income to pay benefits on time

every month during the entire 10-year projection.

The annual Trustees Report contains short-range and longrange projections of the operations of the OASI and DI Trust

Funds, based on three different sets of economic, demographic, and programmatic assumptions. The different sets

of assumptions are classified as low-cost, intermediate, and

high-cost. Although projections in the Trustees Report are

shown on an annual basis, most figures in the short-range

period are actually prepared on a semiannual, quarterly, or

monthly basis. This study presents much of the detail not

included in the annual report, along with discussions of the

current methods used in the short-range projections.

1 The 2001 Annual Report of the Board of Trustees of the Federal Old-Age

and Survivors Insurance and Disability Insurance Trust Funds (March 19,

2001).

2 Actuarial Study No. 91: Long-Range Estimates of the Financial Status of

the Old-Age, Survivors, and Disability Insurance Program, 1983 (Stephen

Goss, April 1984).
Assumptions

2

II. ASSUMPTIONS

Income and outgo to the OASI and DI Trust Funds depend

on many economic, demographic, and programmatic factors.

These include labor force participation, unemployment, productivity, inflation, fertility, mortality, net immigration, marriage, divorce, retirement patterns, and disability incidence

and termination. Income depends on how these factors affect

the size and composition of the working population and the

general level of earnings. Similarly, outgo depends on how

these factors affect the size and composition of the beneficiary population and the general level of benefits.

Estimates for the annual Trustees Report are prepared under

a range of assumptions:

• Alternative I is characterized as low-cost—it assumes

relatively rapid economic growth, low inflation, and

favorable (from the standpoint of program financing)

demographic conditions.

• Alternative II is characterized as intermediate—it represents the Trustees’ best estimates of likely future economic and demographic conditions.

• Alternative III is characterized as high-cost—it assumes

slow economic growth, more rapid inflation, and financially disadvantageous demographic conditions.

Sections II, III and IV of this study present estimates from

the intermediate set of assumptions for the 2001 Trustees

Report. Section V presents results based on the low-cost and

high-cost alternatives.

A. ECONOMIC ASSUMPTIONS

An econometric model designed by the Office of the Chief

Actuary relates the various economic assumptions to produce estimates critical to the OASDI program. These

include: total and average wages in covered employment; the

number of workers in covered employment; automatic costof-living adjustments (COLAs); and average wages used for

Social Security indexing purposes.

Table II.1 summarizes the principal economic assumptions

under the intermediate estimates. In the discussion that follows, assumptions under the low-cost and high-cost alternatives are presented for comparison. For details regarding the

alternative assumptions, refer to tables V.A1 and V.B1.

1. Gross Domestic Product

One of the broadest measures of the future course of the

economy is the estimated growth in GDP—the total dollar

value of all goods and services produced by labor and property located in the U.S. Under intermediate assumptions, the

average annual growth rate in real GDP over the next 10

years, 2001-10, is estimated to be 2.4 percent. This is somewhat slower than the average growth rate of 3.4 percent over

the most recent 10-year period, 1991-2000 due to slower

projected growth in labor force and productivity.

In contrast, the low-cost alternative predicts an annual

growth rate of 2.9 percent over the next 10 years due to a

higher assumed rate of growth in labor productivity. The

high-cost alternative predicts increased inflation and weaker

economic growth as two intermittent recessions and modest

recoveries characterize the next 10 years.

2. Covered Wages

The average covered wage is the average amount of total

wages in covered employment for each year, including

wages in excess of the OASDI contribution and benefit base.

Preliminary estimates show that the average wage in covered

employment increased by 5.5 percent in 2000. Projected covered wage increases equal the percentage increase in CPI

plus the real-wage differential.

3. Consumer Price Index

Prices rose by 3.5 percent in 2000, as measured by the rate of

increase in the CPI (Consumer Price Index for Urban Wage

Earners and Clerical Workers, or CPI-W). Under intermediate assumptions, the average annual inflation rate over the

period 2001-10 is roughly 3.2 percent. This is somewhat

higher than the average annual inflation rate of 2.9 percent

experienced during the 1990s.

In contrast, over the next 10 years the low-cost alternative

predicts average annual inflation of 2.4 percent, whereas the

high-cost alternative predicts 4.3 percent. Ultimate rates of

inflation for the different alternatives are as follows: 2.3 percent for low-cost, attained in 2004; 3.3 percent for intermediate, attained in 2006; and 4.3 percent for high-cost, attained

in 2008.

4. Real-Wage Differential

The real-wage differential is the difference between nominal

wage growth and inflation. Historically, it is calculated as the

percentage increase in the average nominal wage in OASDI

covered employment, minus the percentage increase in the

CPI. The ultimate real-wage differentials for the low-cost,

intermediate, and high-cost alternatives are 1.5, 1.0, and 0.5

percent, respectively.

The primary factor in projecting real-wage differentials is

growth in productivity—a measure of real output per hour

worked. The ultimate annual increases in productivity for the

low-cost, intermediate, and high-cost alternatives are 1.8,

1.5, and 1.2 percent, respectively.
Assumptions

3

Note that the real wage gains are not equivalent to the gains

in productivity. However, they are closely related and the

econometric model links the two by further considering

changes in: the average number of hours worked; labor’s

share of output; the proportion of compensation paid as

wages; and technical price adjustments.

5. Unemployment

The unemployment rate is based on the Bureau of Labor Statistics (BLS) definition from the Current Population Survey,

and represents the average weekly number of unemployed

persons, age 16 and over, in the U.S. in a calendar year. It is

calculated as the ratio of unemployed persons to the civilian

(non-military) labor force. The intermediate estimates

assume the unemployment rate will increase gradually from

4.0 percent in 2000 to an ultimate value of 5.5 percent by

2010. In contrast, ultimate unemployment rates for the lowcost and high-cost alternatives are 4.5 and 6.5 percent,

respectively.

Note that estimates after the first several projected years are

intended to represent the average experience for those years,

and do not necessarily reflect year-over-year levels. Actual

future unemployment rates—as well as other economic

parameters found in this section—will likely exhibit fluctuations or cyclical patterns, as in the past.

6. Labor Force

Like the unemployment rate, the total labor force is based on

the BLS definition representing the average weekly number

of employed persons age 16 or over. The intermediate

assumptions predict a significant slowing of growth in the

working-age population as the baby-boomers approach

retirement, and lower-birth-rate cohorts attain working age.

In addition it predicts a slowing of the rapid growth in female

labor force participation rates experienced during the 1990s.

During the 1980s, the average annual rate of growth in the

labor force was roughly 1.7 percent; during the 1990s average annual growth fell to 1.1 percent; over the next 10 years

annual growth is expected to fall to 0.8 percent.

7. Indexing Wages

The average wage indexing series is similar to the covered

wage series in that both reflect amounts above the contribution and benefit base. However, the indexing series reflects

wages not covered by the OASDI program1. The average

wage index for each year after 1950 is used to index the

earnings of most workers who become eligible for benefits

in 1979 or later. This procedure converts a worker’s past

earnings to relatively equivalent values around the time of

retirement or other eligibility. The worker’s indexed earnings

are used to calculate the Average Indexed Monthly Earnings

(AIME), which in turn is used to calculate the Primary Insurance Amount (PIA) and Monthly Benefit Amount (MBA).

The average wage index is also used for adjusting most of

the program amounts that are subject to the automaticadjustment provisions.

Table II.2 shows the historical average wage indexing series

for 1951-99, and projected values for 2000-10. Tables V.A2,

and V.B2 show low-cost and high-cost alternatives, respectively.

8. Cost-of-Living Adjustment

Table II.3 shows the automatic COLA (benefit increase), the

increase in the average wage index, the OASDI contribution

and benefit base (wage base), and the retirement test exempt

amounts. Table II.4 shows other OASDI program amounts

determined under the automatic-adjustment provisions.

The benefit increase for December 2000 is 3.5 percent, based

on the increase in the CPI from the third quarter of 1999

through the third quarter of 2000. The increase first applies

to the December benefit, which is payable in January 2001.

The wage index for 1999 is $30,469.84, and is used to determine each of the following items:

• The wage base for 2001 is $80,400. Employees and

employers will each pay a tax rate of 6.2 percent on

wages up to the wage base—that is, a person with

$80,400 or more in wages will pay the maximum

$4,984.80 in OASDI taxes in 2001. Refer to appendix A

for details on determining the wage base.

• The retirement test exempt amounts for 2001 are

$10,680 for beneficiaries under normal retirement age

(NRA)—currently 65; and $25,000 for those age NRA69. The latter amount is provided by Public Law 104-

121. Under the retirement test, beneficiaries under NRA

will have a $1 reduction in benefits for every $2 in earnings over $10,680. Public Law 106-182 eliminates the

earnings test for workers attaining NRA through age 69

in 2000 or later. However, the limits still apply to all

months prior to the beneficiary’s birthday in the year he

or she attains NRA, specifically a $1 reduction in benefits for every $3 in earnings over $25,000.

• The bend points used in determining a beneficiary’s PIA

are $561 and $3,381. For an old-age beneficiary retiring

at age 62 in 2001, the PIA is determined as follows: (90

percent of the first $561 of AIME) + (32 percent of

AIME in excess of $561 but not in excess of $3,381) +

(15 percent of AIME in excess of $3,381). 1 For a more precise definition and history of the indexing series, see Title

20, Chapter III, section 404.211(c) of the Code of Federal Regulations,

and Actuarial Note No. 103: Average Wages for Indexing Under the Social

Security Act and the Automatic Determinations for 1979-81 (Eli Donkar,

May 1981).
Assumptions

4

• The bend points used in determining a beneficiary’s

maximum family benefit (MFB) are $717, $1,034, and

$1,349. For an old-age beneficiary retiring at age 62 in

2001, the MFB is determined as follows: (150 percent of

the first $717 of PIA) + (272 percent of PIA in excess of

$717 but not in excess of $1,034) + (134 percent of PIA

in excess of $1,034 but not in excess of $1,349) + (175

percent of PIA in excess of $1,349).

• The amount of earnings required to receive one quarter

of coverage in 2001 is $830. In order to be insured for

benefits, the beneficiary must acquire a requisite number

of quarters of coverage.

• The “old-law” contribution and benefit base for 2001 is

$59,700. This is the base that would have been in effect

before the enactment of the 1977 amendments. The oldlaw base is used in determining special-minimum benefits for certain workers who have many years of low

earnings in covered employment, and also in calculating

OASDI benefits for workers who are eligible to receive

pensions based on noncovered employment. In addition,

it is used for certain purposes under the Railroad Retirement program, and in determining the maximum pension guaranteed under ERISA.

Details on determining each year’s average wage index and

related OASDI program amounts are described in a separate

actuarial note.2

9. Nominal Interest Rates

Investment policy for the trust funds is set by law (see Interest in section IV. Trust Fund Income and Outgo for more

detail). Non-marketable securities called special issues are

issuable only to the trust funds and include certificates of

indebtedness—short-term securities maturing within 12

months of issue—and bonds maturing 1 to 15 years in the

future. Interest rates earned by these securities are based on

the average market yield of all U.S. Treasury securities

maturing 4 or more years in the future. Rates are calculated

at the beginning of each month and apply to all new investments purchased during the month. Table II.5 shows the

nominal monthly rates and the average nominal rate for the

year.

Although most of the trust fund assets are currently invested

in non-marketable special issues—all but $40.25 million as

of the end of 2000—assets may be invested in any interest

bearing security issued by the Federal Government. Marketable securities include publicly traded Treasury bonds, notes,

and bills.

10. Effective Interest Rates

Also shown in Table II.5 is the annual effective rate earned

by the overall assets of the trust funds in each year. This rate

is calculated as the amount of interest earned during the year

divided by the average level of assets for the year. Since

almost all of the interest to the trust funds is paid at the end

of June and December, an average balance is calculated for

each calendar half-year based on detailed cash flow data of

the trust funds. Dividing total interest earned by the sum of

the average balances for each half-year produces the desired

effective rate.

Effective rates can also be estimated by calculating the dollar-weighted rate of return for the year—or for each halfyear period compounded to yield an annual rate. The dollarweighted return is the interest rate that satisfies the following

equation:

In words, the desired effective rate equates (i) the assets at

the beginning of the period plus the present value of trust

fund income, to (ii) the present value of trust fund outgo plus

the present value of assets at the end of the period. Income

and outgo are discounted from various times throughout the

month based on detailed cash flow data.

B. DEMOGRAPHIC ASSUMPTIONS

Table II.6 summarizes the principal demographic assumptions under the intermediate estimates. In the discussion that

follows, principal demographic assumptions under the lowcost and high-cost alternatives are presented for comparison.

For details regarding the alternative assumptions, refer to

tables V.A5 and V.B5.

1. Fertility Rate

For the intermediate projection, the assumed ultimate total

fertility rate of 1.95 children per woman is attained in 2025

after a gradual decline from the 2000 level of 2.07. In contrast, ultimate levels of fertility for low-cost and high-cost

alternatives by 2025 are 2.2 and 1.7, respectively. Estimates

are based on recent fertility rates and evolving trends in agespecific birth rates.

2. Death Rate

The age-sex-adjusted death rate is assumed to decrease

steadily during the entire projection period. The intermediate

assumption predicts a total reduction of 40 percent from the

2000 level by 2075. In contrast, over the same period the

low-cost alternative predicts a total reduction of 17 percent;

the high-cost alternative predicts a total reduction of 60 percent. 2 Actuarial Note No. 133: Average Wages for 1985-90 for Indexing Under

the Social Security Act (Michael Clingman and Jeffrey Kunkel, September

1992).

assetsbop + ∑PV income ( ) ∑PV outgo ( ) PV assetseop = + ( )
Assumptions

5

Of the estimated 2.52 million deaths that occurred in 2000,

1.89 million (75 percent) were individuals age 65 or older.

Since changes in mortality at these ages directly affect benefit payments, death rates for ages 65 and older are an integral

part of the future financial status of the OASDI program.

Since 1900, mortality at ages 65 and older has declined

roughly 0.74 percent per year. Since 1982, the rate of decline

has been less dramatic, about 0.40 percent annually. However, based on potential future changes in health care and life

style, the assumed ultimate average annual rate of decline in

age-sex-adjusted death rates for ages 65 and older is 0.65

percent under the intermediate assumptions.

3. Life Expectancy

A period life expectancy table is based on observed mortality

rates for all ages in a given year. For example: age-65 period

life expectancy in 2000 is based on age-65 mortality in 2000,

age-66 mortality in 2000, etc. A cohort life expectancy table

is based on an assumed set of mortality rates for all future

years. For example: age-65 cohort life expectancy in 2000 is

based on age-65 mortality in 2000, age-66 mortality in 2001,

etc.

Under intermediate assumptions, period life expectancy for a

newborn increases from 73.8 years in 2000 to 80.9 years by

2075 for a male; and from 79.5 years in 2000 to 85.0 years in

2075 for a female. Life expectancy at age 65 increases from

15.7 years in 2000 to 19.7 years by 2075 for a male; and

from 19.1 years in 2000 to 22.6 years in 2075 for a female.

Under the low-cost alternative, period life expectancy for a

newborn increases to 77.4 years for a male and 81.7 years for

a female, by 2075. Life expectancy at age 65 increases to

17.1 years for a male and 19.9 years for a female, by 2075.

Under the high-cost alternative, period life expectancy for a

newborn increases to 85.2 years for a male and 89.0 years for

a female, by 2075. Life expectancy at age 65 increases to

23.0 years for a male and 25.9 years for a female, by 2075.

Although not shown, cohort life expectancies are somewhat

greater than period life expectancies. This is because death

rates for any given age are assumed to decline in the future.3

4. Immigration

Total net immigration is assumed to be 900,000 persons per

year for the intermediate projection. The assumed level of

net annual immigration is the combination of 600,000 net

legal immigrants per year and 300,000 net other-than-legal

immigrants per year. In contrast, annual net immigration for

the low-cost and high-cost alternatives is estimated to be

1,210,000 and 655,000, respectively.

Actual future values for the demographic factors will likely

exhibit cyclical fluctuations; the values assumed here are

intended to represent the average experience for such cycles.

Details of the various factors used to derive the demographic

assumptions are described in a separate actuarial study.4

C. PROGRAMMATIC ASSUMPTIONS

Table II.7 summarizes the principal programmatic assumptions under the intermediate estimates. In the discussion that

follows, principal programmatic assumptions under the lowcost and high-cost alternatives are presented for comparison.

For details regarding the alternative assumptions, refer to

tables V.A6 and V.B6.

1. Coverage Rate

The projection of the number of people working in covered

employment is developed within the econometric model

referred to earlier. The coverage rate summarizes the number

of persons with any covered employment during the year as a

percentage of the working-age population. 

2. Fully Insured

Fully insured status is required of a worker for most types of

OASDI benefits. This status is obtained by earning one quarter of coverage (QC)5 for each year after attainment of age

21 and before the earliest of (i) attainment of age 62, (ii)

onset of disability, or (iii) death. Projections of the fully

insured population are made by age and gender based on

recent experience and projected labor force participation

rates, as described in section III. As shown, the percentage of

the population age 62 or older that is fully insured increases

throughout the short-range period to roughly 84 percent by

2010. This pattern is attributable in part to the increase in

female labor force participation experienced during the

1990s.

3. Disability Insured

Disability insured status is required of a worker for eligibility for a primary disability benefit and auxiliary benefits to

family members. To be insured for disability benefits, a

worker must accrue a sufficient number of QCs to be deemed

fully insured, and in addition must have worked recently in

covered employment. The number of required QCs varies by

age, and ranges from 6 out of the last 12 quarters, to 20 out

of the last 40. The disability insured population expressed as

a percentage of the fully insured population is projected by

age and gender based on recent experience and labor force

participation rates, as described in section III.A. The disabil3 For details on period and cohort life expectancies, refer to Actuarial Study

No. 107: Life Tables for the United States Social Security Area 1900-2080

(Felicitie Bell, Alice Wade, and Stephen Goss, August 1992).

4 Actuarial Study No. 112: Social Security Area Population Projections:

1997 (Felicitie Bell, August 1997). 5 In 2001, a worker receives one QC (up to a maximum of four) for each

$830 of annual covered earnings. This dollar amount is indexed each year

by increases in average wages.
Assumptions

6

ity insured rates shown are ratios of the disability insured

population to the total population aged 15 to normal retirement age, as of December 31. Overall, the percentage of the

population that is disability insured is projected to steadily

rise throughout the short-range period.

4. Disability Incidence Rate

The general decline in disability incidence between 1975-82

is attributable in part to a “stricter” program. Following a

period of very low growth in incidence from 1983-89, the DI

program experienced a surge in disability claims beginning

in 1990 and incidence rates rose significantly through 1995.

Most recently, the prevailing economic and political environment has been characterized by robust economic expansion,

low unemployment, and legislative restrictions on certain

impairments. These and other factors have contributed to the

decline in applications and awards over the last several years.

The intermediate estimates show a slight increase in incidence from roughly 4.6 disabled workers per thousand

insured in 2000, to 4.8 per thousand by 2010. In contrast, the

low-cost alternative predicts a decline in incidence to 4.0 per

thousand by 2010; the high-cost alternative predicts an

increase to 5.5 per thousand.

5. Disability Termination Rate

Most disabled worker benefits are terminated as a result of

death or conversion to old-age benefits. Recovery is a

smaller yet more volatile termination category, subject to

significant swings as it is influenced by new legislation and

budgetary constraints. The downward trend in the overall

disability termination rate is the result of two significant

trends in the DI rolls that have developed over the years: (i)

falling death rates, and (ii) the prominence of mental impairments, which has led to an increase in younger and physically healthier beneficiaries. The result has been fewer oldage conversions, as well as fewer deaths. These trends are

expected to continue at a more moderate pace as the termination rate falls from 88.6 per thousand beneficiaries in 2000 to

83.4 per thousand in 2002.

In 2003, the termination rate falls sharply reflecting a large

decline in conversions as the normal retirement age begins to

increase 2 months each year until reaching age 66. As a

result, a portion of the annual conversions get deferred from

one year to the next until the transition is complete by 2009.

This accounts for the sharp increase in the termination rate in

that year. For more details, see Conversion in section III.

Benefit Payments.

Further details on trends in disability incidence and termination are described in the next section. A complete discussion

can be found in Actuarial Study No. 114.6

6 Actuarial Study No. 114: Social Security Disability Insurance Program

Worker Experience (Tim Zayatz, June 1999).
Assumptions

7

Sources:

• Historical real GDP and unemployment rates from various issues of Survey of Current Business, Bureau of Economic Analysis, Department of Commerce.

• Historical average wages in covered employment from Annual Statistical Supplement.

• Historical CPI from various issues of News, Bureau of Labor Statistics, Department of Labor.

• Historical interest rates from unpublished monthly report, Department of the Treasury.

• Historical labor force from Employment and Earnings, Bureau of Labor Statistics, Department of Labor.

• Future rates projected by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A1 and V.B1 for low-cost and high-cost alternatives, respectively.

Table II.1.—Selected OASDI Short-Range Economic Assumptions

(Calendar years 1975-2010)

Calendar year

Average annual percentage increase in—

Real-wage

differential1

(percent)

Average annual

interest rate2

(percent)

Average annual

unemployment

rate3

(percent)

Average annual

percentage

increase in

labor force Real GDP5 4

Average annual

wage in covered

employment

Consumer

Price Index6

1975......................... -.3 6.7 9.1 -2.4 7.4 8.5 1.9

1976......................... 5.2 8.5 5.7 2.8 7.1 7.7 2.5

1977......................... 4.5 6.8 6.5 .3 7.1 7.0 2.9

1978......................... 5.7 11.6 7.7 3.9 8.2 6.1 3.3

1979......................... 3.4 9.8 11.4 -1.6 9.1 5.8 2.7

1980......................... .0 6.7 13.4 -6.7 11.0 7.2 1.9

1981......................... 2.5 10.8 10.3 .5 13.3 7.6 3.6

1982......................... -2.0 6.3 6.0 .3 12.8 9.7 1.5

1983......................... 4.3 4.2 3.0 1.2 11.0 9.6 1.2

1984......................... 7.3 6.0 3.5 2.5 12.4 7.5 1.8

1985......................... 3.8 6.0 3.5 2.5 10.8 7.2 1.7

1986......................... 3.4 4.6 1.6 3.0 8.0 7.0 2.0

1987......................... 3.4 4.6 3.6 1.0 8.4 6.2 1.7

1988......................... 4.2 5.3 4.0 1.3 8.8 5.5 1.5

1989......................... 3.5 3.9 4.8 -.9 8.7 5.3 1.7

1990......................... 1.8 5.1 5.2 -.1 8.6 5.6 1.6

1991......................... -.5 3.0 4.1 -1.1 8.0 6.9 .4

1992......................... 3.1 4.9 2.9 2.0 7.1 7.5 1.4

1993......................... 2.7 1.9 2.8 -.9 6.1 6.9 .8

1994......................... 4.0 3.4 2.5 1.0 7.1 6.1 1.4

1995......................... 2.7 4.0 2.9 1.1 6.9 5.6 1.0

1996......................... 3.6 4.5 2.9 1.6 6.6 5.4 1.2

1997......................... 4.4 6.0 2.3 3.7 6.6 4.9 1.8

1998......................... 4.4 5.7 1.3 4.4 5.6 4.5 1.0

1999......................... 4.2 75.7 2.2 3.5 5.9 4.2 1.2

2000......................... 7 5.1 7 5.5 3.5 2.0 6.2 4.0 1.1

2001......................... 3.1 4.9 3.0 1.9 5.6 4.2 1.0

2002......................... 3.1 4.8 2.9 1.9 6.0 4.4 1.1

2003......................... 2.6 4.3 3.0 1.3 6.0 4.6 .9

2004......................... 2.4 4.3 3.1 1.2 6.2 4.8 .8

2005......................... 2.3 4.4 3.2 1.2 6.2 4.9 .8

2006......................... 2.2 4.4 3.3 1.2 6.3 5.1 .8

2007......................... 2.0 4.3 3.3 1.0 6.3 5.2 .8

2008......................... 2.0 4.2 3.3 .9 6.2 5.3 .7

2009......................... 2.0 4.3 3.3 1.0 6.3 5.4 .7

2010......................... 2.0 4.3 3.3 1.0 6.3 5.5 .7

1 The real-wage differential is the difference between nominal wage growth and inflation. This differential is calculated as the percent change in average annual covered wages minus

the percent change in the average annual CPI-W. Numbers may not add due to rounding.

2 The average annual interest rate is the average of the 12 monthly nominal interest rates for special public-debt obligations issuable to the trust funds. In practice, these rates are

compounded semiannually.

3 The rates shown are unadjusted civilian unemployment rates.

4 Labor force is the total for the United States (including military personnel) and reflects the average of the monthly numbers of persons in the labor force for each year. 5 The real GDP (gross domestic product) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 1996 dollars. 6 The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). 7 Preliminary. Wages in covered employment are considered preliminary for several years primarily due to uncertainty of estimates for amounts above the benefit and contribution

base.
Assumptions

8

Sources:

• Historical figures published in various issues of the Federal Register.

• Figures for 2000 and later projected by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. 

See tables V.A2 and V.B2 for low-cost and high-cost alternatives, respectively.

Table II.2.—Average Amount of Total Wages 1

(Calendar years 1951-2010)

1 Average wages used for Social Security indexing purposes.

Calendar year Average wage

1951 .......................................................... $2,799.16

1952 .......................................................... 2,973.32

1953 .......................................................... 3,139.44

1954 .......................................................... 3,155.64

1955 ........................................................... 3,301.44

1956 .......................................................... 3,532.36

1957 .......................................................... 3,641.72

1958 .......................................................... 3,673.80

1959 .......................................................... 3,855.80

1960 ........................................................... 4,007.12

1961 .......................................................... 4,086.76

1962 .......................................................... 4,291.40

1963 .......................................................... 4,396.64

1964 .......................................................... 4,576.32

1965 ........................................................... 4,658.72

1966 .......................................................... 4,938.36

1967 .......................................................... 5,213.44

1968 .......................................................... 5,571.76

1969 .......................................................... 5,893.76

1970 ........................................................... 6,186.24

1971 .......................................................... 6,497.08

1972 .......................................................... 7,133.80

1973 .......................................................... 7,580.16

1974 .......................................................... 8,030.76

1975 ........................................................... 8,630.92

1976 .......................................................... 9,226.48

1977 .......................................................... 9,779.44

1978 .......................................................... 10,556.03

1979 .......................................................... 11,479.46

1980 ........................................................... 12,513.46

1981 .......................................................... 13,773.10

1982 .......................................................... 14,531.34

1983 .......................................................... 15,239.24

1984 .......................................................... 16,135.07

1985 ........................................................... 16,822.51

1986 .......................................................... 17,321.82

1987 .......................................................... 18,426.51

1988 .......................................................... 19,334.04

1989 .......................................................... 20,099.55

1990 ........................................................... 21,027.98

1991 .......................................................... 21,811.60

1992 .......................................................... 22,935.42

1993 .......................................................... 23,132.67

1994 .......................................................... 23,753.53

1995 ........................................................... 24,705.66

1996 .......................................................... 25,913.90

1997 .......................................................... 27,426.00

1998 .......................................................... 28,861.44

1999 .......................................................... 30,469.84

2000 ........................................................... 32,104.67

2001 .......................................................... 33,680.35

2002 .......................................................... 35,277.03

2003 .......................................................... 36,781.09

2004 .......................................................... 38,372.33

2005 ........................................................... 40,044.65

2006 .......................................................... 41,799.45

2007 .......................................................... 43,575.71

2008 .......................................................... 45,416.27

2009 .......................................................... 47,350.68

2010 .......................................................... 49,366.08
Assumptions

9

Sources:

• Historical figures published in various issues of the Federal Register.

• Future benefit increases based on assumed future growth in CPI; all other future figures based on average amount of total wages.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A3 and V.B3 for low-cost and high-cost alternatives, respectively.

Table II.3.—Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and Benefit Base, 

and Retirement Earnings Test Exempt Amounts

(Calendar years 1975-2010)

Calendar year

OASDI

benefit increase1

(percent)

Increase in average

wage index2

(percent)

OASDI

contribution and

benefit base 3

Retirement earnings test exempt amounts

Under normal

retirement age4

Normal retirement

age or older 5

1975.................................... 8.0 7.5 $14,100 $2,520 $2,520

1976.................................... 6.4 6.9 15,300 2,760 2,760

1977.................................... 5.9 6.0 16,500 3,000 3,000

1978.................................... 6.5 7.9 17,700 3,240 4,000

1979.................................... 9.9 8.7 22,900 3,480 4,500

1980.................................... 14.3 9.0 25,900 3,720 5,000

1981.................................... 11.2 10.1 29,700 4,080 5,500

1982.................................... 7.4 5.5 32,400 4,440 6,000

1983.................................... 3.5 4.9 35,700 4,920 6,600

1984.................................... 3.5 5.9 37,800 5,160 6,960

1985.................................... 3.1 4.3 39,600 5,400 7,320

1986.................................... 1.3 3.0 42,000 5,760 7,800

1987.................................... 4.2 6.4 43,800 6,000 8,160

1988.................................... 4.0 4.9 45,000 6,120 8,400

1989.................................... 4.7 4.0 48,000 6,480 8,880

1990.................................... 5.4 4.6 51,300 6,840 9,360

1991.................................... 3.7 3.7 53,400 7,080 9,720

1992.................................... 3.0 5.2 55,500 7,440 10,200

1993.................................... 2.6 .9 57,600 7,680 10,560

1994.................................... 2.8 2.7 60,600 8,040 11,160

1995.................................... 2.6 4.0 61,200 8,160 11,280

1996.................................... 2.9 4.9 62,700 8,280 6 12,500

1997.................................... 2.1 5.8 65,400 8,640 6 13,500

1998.................................... 1.3 5.2 68,400 9,120 6 14,500

1999.................................... 7 2.5 5.6 72,600 9,600 6 15,500

2000.................................... 3.5 8 5.4 76,200 10,080 6 17,000

2001.................................... 2.8 4.9 80,400 10,680 6 25,000

2002.................................... 2.9 4.7 84,900 11,280 6 30,000

2003.................................... 3.0 4.3 89,100 11,760 31,440

2004.................................... 3.1 4.3 93,300 12,360 33,000

2005.................................... 3.2 4.4 97,200 12,840 34,320

2006.................................... 3.3 4.4 101,400 13,440 35,880

2007.................................... 3.3 4.2 105,900 14,040 37,440

2008.................................... 3.3 4.2 110,400 14,640 39,000

2009.................................... 3.3 4.3 115,200 15,240 40,680

2010.................................... 3.3 4.3 120,000 15,960 42,480

1 Effective with benefits payable for June in each year 1975-82, and for December in each year after 1982. 2 Increase in the average wage index over the prior year. See table II.2 for projected dollar amounts of the average wage index.

3 The bases for years after 1989 were increased slightly by changes to the indexing procedure, as required by Public Law 101-239. Prior to 1991, the Hospital Insurance (HI) contribution base was the same as the OASDI contribution and benefit base. Higher HI bases of $125,000, $130,200, and $135,000 applied for 1991-93, respectively. Public Law 103-66

repealed the HI contribution base.

4 See Glossary for definition of "Normal retirement age".

5 During the period 1955-82, the retirement earnings test did not apply at ages 72 or older; during 1983-99, it did not apply at ages 70 or older. Public Law 106-182 eliminates the

earnings test for workers attaining normal retirement age through age 69 in 2000 or later. Exception: the test still applies to all months prior to attainment of the full retirement age

in the calendar year the beneficiary attains full retirement age. 

6 Amount specified by Public Law 104-121.

7 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent. 8 Based on estimated average wage index of $32,104.67 for 2000.
Assumptions

10

Sources:

• Historical figures published in various issues of the Federal Register.

• Figures for 2002 and later based on average amount of total wages.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A4 and V.B4 for low-cost and high-cost alternatives, respectively.

Table II.4.—Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions

(Calendar years 1978-2010)

Calendar year

AIME “bend points” in PIA formula PIA “bend points” in maximum-family-benefit formula Earnings

required for a

quarter of

coverage1

“Old-law”

contribution

and benefit

base First Second First Second Third 2

1978 ......................... (3) (3) (3) (3) (3) 4$250 (3)

1979 ......................... 4$180 4$1,085 4$230 4$332 4$433 260 $18,900

1980 ......................... 194 1,171 248 358 467 290 20,400

1981 ......................... 211 1,274 270 390 508 310 22,200

1982 ......................... 230 1,388 294 425 554 340 24,300

1983 ......................... 254 1,528 324 468 610 370 26,700

1984 ......................... 267 1,612 342 493 643 390 28,200

1985 ......................... 280 1,691 358 517 675 410 29,700

1986 ......................... 297 1,790 379 548 714 440 31,500

1987 ......................... 310 1,866 396 571 745 460 32,700

1988 ......................... 319 1,922 407 588 767 470 33,600

1989 ......................... 339 2,044 433 626 816 500 35,700

1990 ......................... 356 2,145 455 656 856 520 38,100

1991 ......................... 370 2,230 473 682 890 540 39,600

1992 ......................... 387 2,333 495 714 931 570 41,400

1993 ......................... 401 2,420 513 740 966 590 42,900

1994 ......................... 422 2,545 539 779 1,016 620 45,000

1995 ......................... 426 2,567 544 785 1,024 630 45,300

1996 ......................... 437 2,635 559 806 1,052 640 46,500

1997 ......................... 455 2,741 581 839 1,094 670 48,600

1998 ......................... 477 2,875 609 880 1,147 700 50,700

1999 ......................... 505 3,043 645 931 1,214 740 53,700

2000 ......................... 531 3,202 679 980 1,278 780 56,700

2001 ......................... 561 3,381 717 1,034 1,349 830 59,700

2002 ......................... 591 3,562 755 1,090 1,421 870 63,000

2003 ......................... 620 3,737 792 1,143 1,491 910 66,000

2004 ......................... 649 3,914 830 1,198 1,562 960 69,300

2005 ......................... 677 4,081 865 1,249 1,629 1,000 72,300

2006 ......................... 706 4,257 902 1,303 1,699 1,040 75,300

2007 ......................... 737 4,443 942 1,359 1,773 1,090 78,600

2008 ......................... 769 4,638 983 1,419 1,851 1,130 81,900

2009 ......................... 802 4,835 1,025 1,479 1,929 1,180 85,500

2010 ......................... 836 5,039 1,068 1,542 2,011 1,230 89,100

1 See Glossary for a description of quarter-of-coverage requirements prior to 1978.

2 Contribution and benefit base that would have been determined automatically under the law in effect prior to enactment of the Social Security Amendments of 1977. The bases for

years after 1989 were increased slightly through the effect of a new procedure to determine the base, as required by Public Law 101-239. 3 No provision in law for this amount in this year.

4 Amount specified for first year by Social Security Amendments of 1977; amounts for subsequent years subject to automatic-adjustment provisions.
Assumptions

11

Sources:

• Historical nominal interest rates from unpublished monthly report, Department of the Treasury; future rates projected by Office of the Chief Actuary. These rates apply only to new

investments for the month shown. The average nominal interest rate is the average of the 12 monthly rates.

• Historical effective interest rates based on Social Security administrative records; projected rates earned by the combined OASI and DI Trust Funds are based on a dollar-weighted

rate of return over 6-month periods.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table II.5.—Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds

(Calendar years 1970-20101)

[Percent]

Month 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979

January ............................. 7.750 6.125 5.625 6.125 6.750 7.125 7.250 6.375 7.625 9.000

February ........................... 7.875 5.875 5.875 6.375 6.750 7.125 7.250 7.125 7.750 8.750

March ............................... 7.000 5.625 5.750 6.500 6.875 6.875 7.250 7.125 7.875 9.000

April ................................. 7.000 5.250 6.000 6.625 7.375 7.250 7.125 7.125 8.000 8.875

May .................................. 7.625 6.000 5.875 6.500 7.750 7.625 7.125 7.125 8.000 9.000

June .................................. 7.625 6.125 5.750 6.625 7.625 7.375 7.500 7.125 8.250 8.750

July................................... 7.500 6.625 6.000 6.750 7.875 7.375 7.375 7.000 8.375 8.500

August .............................. 7.375 6.750 5.875 7.500 8.000 7.500 7.250 7.125 8.375 8.750

September ........................ 7.250 6.000 6.125 7.000 8.125 7.625 7.125 7.000 8.250 9.000

October............................. 7.000 5.875 6.125 6.500 7.750 7.875 7.125 7.125 8.375 9.250

November......................... 7.000 5.625 6.125 6.625 7.625 7.375 6.875 7.375 8.875 10.500

December ......................... 6.125 5.875 6.000 6.625 7.375 7.625 6.500 7.375 8.625 10.000

Average nominal rate ... 7.260 5.979 5.927 6.646 7.490 7.396 7.146 7.083 8.198 9.115

OASDI effective rate ... 5.074 5.286 5.406 5.754 6.218 6.593 6.731 6.958 7.199 7.524

Month 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989

January ............................. 10.000 11.875 13.500 10.500 11.750 11.500 9.125 7.500 8.875 9.250

February ........................... 10.750 12.125 13.750 10.875 11.500 11.125 9.250 7.375 8.250 9.000

March ............................... 12.375 12.875 13.625 10.375 11.875 11.875 8.375 7.375 8.125 9.375

April ................................. 12.250 12.500 13.625 10.625 12.375 11.625 7.625 7.625 8.625 9.375

May .................................. 10.375 13.500 13.250 10.250 12.625 11.375 7.625 8.375 8.875 9.125

June .................................. 9.750 13.000 13.250 10.750 13.750 10.375 8.375 8.625 9.250 8.750

July................................... 9.625 13.250 13.875 10.875 13.750 10.250 7.750 8.500 8.875 8.250

August .............................. 10.125 14.000 13.250 11.750 12.875 10.625 7.750 8.750 9.125 7.875

September ........................ 11.125 14.875 12.250 11.875 12.750 10.375 7.250 9.000 9.250 8.375

October............................. 11.500 15.250 11.625 11.375 12.375 10.375 7.750 9.625 8.875 8.500

November......................... 12.000 14.250 10.625 11.625 11.625 10.125 7.625 9.000 8.625 8.000

December ......................... 12.125 12.500 10.750 11.500 11.500 9.750 7.375 9.000 9.125 8.000

Average nominal rate ... 11.000 13.333 12.781 11.031 12.396 10.781 7.990 8.396 8.823 8.656

OASDI effective rate ... 8.568 9.947 11.178 10.768 11.601 11.213 11.091 10.063 9.773 9.572

Month 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999

January ............................. 8.125 8.125 6.875 6.875 6.000 8.000 5.875 6.625 6.000 5.000

February ........................... 8.500 8.125 7.250 6.500 5.750 7.750 5.875 6.625 5.750 5.000

March ............................... 8.625 8.125 7.375 6.250 6.250 7.375 6.375 6.750 5.875 5.625

April ................................. 8.750 8.125 7.625 6.250 6.875 7.375 6.625 7.125 6.000 5.625

May .................................. 9.125 8.125 7.625 6.125 7.125 7.250 6.875 6.875 6.000 5.625

June .................................. 8.750 8.125 7.375 6.250 7.250 6.500 7.000 6.875 5.875 6.000

July................................... 8.500 8.250 7.125 5.875 7.375 6.500 6.875 6.750 5.750 6.125

August .............................. 8.375 8.250 6.750 5.875 7.125 6.625 6.875 6.250 5.750 6.250

September ........................ 8.875 7.875 6.625 5.625 7.250 6.500 7.125 6.625 5.375 6.250

October............................. 8.875 7.500 6.500 5.625 7.750 6.375 6.875 6.375 4.875 6.250

November......................... 8.625 7.500 6.875 5.625 7.875 6.250 6.500 6.125 5.125 6.250

December ......................... 8.375 7.375 7.000 5.875 8.000 6.000 6.250 6.125 5.125 6.375

Average nominal rate ... 8.625 7.958 7.083 6.063 7.052 6.875 6.594 6.594 5.625 5.865

OASDI effective rate ... 9.324 9.090 8.744 8.322 8.040 7.846 7.615 7.500 7.228 6.948

Month 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

January ............................. 6.625 5.375 6.000 6.125 6.125 6.125 6.250 6.250 6.250 6.250

February ........................... 6.750 5.500 6.000 6.000 6.125 6.125 6.250 6.250 6.250 6.250

March ............................... 6.500 5.500 6.000 6.000 6.125 6.125 6.250 6.250 6.250 6.250

April ................................. 6.250 5.250 6.000 6.000 6.125 6.125 6.250 6.250 6.250 6.250

May .................................. 6.375 5.375 6.000 6.000 6.125 6.125 6.250 6.250 6.250 6.250

June .................................. 6.500 5.500 6.000 6.000 6.125 6.250 6.250 6.250 6.250 6.250

July................................... 6.250 5.625 6.000 6.000 6.125 6.250 6.250 6.250 6.250 6.250

August .............................. 6.125 5.750 6.000 6.000 6.125 6.250 6.250 6.250 6.250 6.250

September ........................ 6.000 5.750 6.000 6.000 6.125 6.250 6.250 6.250 6.250 6.250

October............................. 6.000 5.875 6.000 6.000 6.250 6.125 6.250 6.250 6.250 6.250

November......................... 5.875 6.000 6.000 6.000 6.250 6.250 6.250 6.250 6.250 6.250

December ......................... 5.625 6.000 6.000 6.000 6.250 6.250 6.250 6.250 6.250 6.250

Average nominal rate ... 6.240 5.625 6.000 6.010 6.156 6.188 6.250 6.250 6.250 6.250

OASDI effective rate ... 6.851 6.634 6.488 6.398 6.341 6.321 6.313 6.310 6.315 6.319

1 Nominal rates for 2010 (not shown) are same as 2009. OASDI effective rate estimated to be 6.322 percent.
Assumptions

12

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A5 and V.B5 for low-cost and high-cost alternatives, respectively.

Table II.6.—Selected OASDI Short-Range Demographic Assumptions

(Calendar years 1975-2010)

Calendar year

Total

fertility rate 1

Age-sexadjusted

death rate 2

(per 100,000)

Period life expectancy 3 Net immigration

At birth At age 65

Legal4

Other

than

legal Male Female Male Female 5

1975 .............................. 1.77 1,020.9 68.7 76.6 13.7 18.0 289,646 ...

1976 .............................. 1.74 1,010.1 69.1 76.8 13.8 18.1 376,717 ...

1977 .............................. 1.80 981.8 69.4 77.2 13.9 18.3 346,736 ...

1978 .............................. 1.76 976.3 69.6 77.3 14.0 18.3 451,082 ...

1979 .............................. 1.82 944.8 70.0 77.7 14.2 18.6 345,261 ...

1980 .............................. 1.85 961.1 69.9 77.5 14.0 18.4 397,979 ...

1981 .............................. 1.83 934.5 70.4 77.9 14.2 18.6 447,450 ...

1982 .............................. 1.83 906.4 70.8 78.2 14.5 18.8 445,598 ...

1983 .............................. 1.81 916.0 70.9 78.1 14.3 18.6 419,822 ...

1984 .............................. 1.80 909.2 71.1 78.2 14.4 18.7 407,927 ...

1985 .............................. 1.84 912.3 71.1 78.2 14.4 18.6 427,507 ...

1986 .............................. 1.84 904.8 71.1 78.3 14.5 18.7 451,281 ...

1987 .............................. 1.87 895.6 71.3 78.4 14.6 18.7 451,137 ...

1988 .............................. 1.93 906.0 71.2 78.3 14.6 18.7 482,269 ...

1989 .............................. 2.01 882.4 71.5 78.6 14.8 18.9 459,083 ...

1990 .............................. 2.07 865.8 71.8 78.9 15.0 19.0 492,083 ...

1991 .............................. 2.07 854.8 71.9 79.0 15.1 19.1 528,004 ...

1992 .............................. 2.06 843.7 72.2 79.2 15.2 19.2 607,976 ...

1993 .............................. 2.04 863.5 72.0 78.9 15.1 19.0 660,011 ...

1994 .............................. 2.04 852.4 72.2 79.0 15.3 19.0 598,796 ...

1995 .............................. 2.02 850.1 72.4 79.0 15.3 19.0 537,146 ...

1996 .............................. 2.03 837.1 72.8 79.1 15.4 19.0 683,449 ...

1997 .............................. 2.04 822.5 73.3 79.3 15.5 19.1 596,873 ...

1998 .............................. 2.06 816.1 73.5 79.3 15.6 19.0 494,642 ...

1999 6............................ 2.07 809.8 73.6 79.4 15.7 19.1 495,000 300,000

2000 6............................ 2.07 803.0 73.8 79.5 15.7 19.1 540,000 300,000

2001 .............................. 2.06 796.5 74.0 79.6 15.8 19.2 540,000 300,000

2002 .............................. 2.06 790.3 74.1 79.7 15.9 19.2 600,000 300,000

2003 .............................. 2.05 784.5 74.3 79.8 15.9 19.2 600,000 300,000

2004 .............................. 2.05 779.0 74.5 79.9 16.0 19.2 600,000 300,000

2005 .............................. 2.04 773.7 74.6 80.0 16.0 19.3 600,000 300,000

2006 .............................. 2.04 768.8 74.7 80.1 16.1 19.3 600,000 300,000

2007 .............................. 2.03 764.1 74.9 80.1 16.1 19.3 600,000 300,000

2008 .............................. 2.03 759.6 75.0 80.2 16.2 19.3 600,000 300,000

2009 .............................. 2.03 755.3 75.2 80.3 16.2 19.3 600,000 300,000

2010 .............................. 2.02 751.1 75.3 80.3 16.3 19.3 600,000 300,000

1 The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or

assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2025. 2 The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 1990, if that population were to experience the death rates by age

and sex observed in, or assumed for, the selected year.

3 The period life expectancy for any year is the average number of years of life remaining for a group of persons if that group were to experience the death rates by age observed in,

or assumed for, the selected year.

4 Historical estimates of net legal immigration assume a 25 percent reduction in legal immigration due to legal emigration. Estimates do not include persons legalized under the

Immigration Reform and Control Act of 1986.

5 Other-than-legal net immigration is estimated to average between 225,000 and 300,000 persons per year over the period 1980-98. 6 Preliminary or estimated.
Assumptions

13

Sources:

• Covered persons used in calculating coverage rate from the Annual Statistical Supplement (historical), or the Office of the Chief Actuary (projected). Population figures from the

Office of the Chief Actuary.

• Fully insured persons used in calculating fully insured rate from the Office of Research, Evaluation and Statistics (historical), or the Office of the Chief Actuary (projected based

on historical relationship to population and coverage rates).

• Disability insured persons used in calculating disability insured rate from the Office of Research, Evaluation and Statistics (historical), or the Office of the Chief Actuary (projected

based on historical relationship to fully insured and labor force rates).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A6 and V.B6 for low-cost and high-cost alternatives, respectively.

Table II.7.—Selected OASDI Short-Range Programmatic Assumptions

(Calendar years 1975-2010)

Calendar year

Coverage rate1

(percent)

Insured status Disability

incidence rate2

(per thousand)

Disability

termination rate3

(per thousand)

Fully 4

(percent)

Disability5

(percent)

1975................................... 59.11 70.72 58.43 7.01 137.61

1976................................... 59.53 71.11 58.68 6.44 136.85

1977................................... 60.39 71.76 59.30 6.56 140.78

1978................................... 62.04 72.24 61.32 5.69 148.01

1979................................... 62.40 73.12 63.26 4.99 151.32

1980................................... 62.08 73.50 64.04 4.70 145.38

1981................................... 60.92 73.93 64.82 4.09 155.61

1982................................... 59.68 73.97 65.33 3.60 175.90

1983................................... 59.65 74.84 65.23 4.56 169.13

1984................................... 61.56 74.60 65.58 4.20 141.43

1985................................... 62.02 75.12 66.39 4.20 129.34

1986................................... 62.79 75.21 67.07 4.18 125.67

1987................................... 63.66 75.57 67.65 4.09 125.73

1988................................... 65.04 75.79 68.47 3.99 124.65

1989................................... 65.61 76.21 69.38 4.08 119.79

1990................................... 65.64 76.62 70.08 4.39 114.88

1991................................... 64.69 76.69 70.39 4.93 109.85

1992................................... 64.50 76.79 70.57 5.71 106.02

1993................................... 64.93 77.13 70.80 5.56 100.65

1994................................... 65.26 77.12 71.12 5.41 96.89

1995................................... 65.94 77.69 71.54 5.42 96.87

1996................................... 66.39 77.83 71.90 5.12 91.83

1997................................... 67.00 78.64 72.14 4.69 99.47

1998................................... 67.63 78.80 72.45 4.73 85.48

1999................................... 67.92 79.24 72.84 4.70 87.38

2000................................... 68.02 79.48 73.28 4.58 88.62

2001................................... 67.81 79.87 73.71 4.55 83.92

2002................................... 67.71 80.27 74.00 4.60 83.36

2003................................... 67.53 80.70 74.26 4.61 76.54

2004................................... 67.28 81.15 74.44 4.61 76.38

2005................................... 67.05 81.61 74.58 4.64 76.47

2006................................... 66.83 82.07 74.71 4.67 76.93

2007................................... 66.58 82.52 74.87 4.67 77.62

2008................................... 66.41 83.03 75.03 4.69 79.35

2009................................... 66.25 83.60 75.23 4.72 88.51

2010................................... 66.08 84.12 75.43 4.76 86.49

1 The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year. 2 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 1998.

3 The disability termination rate is the number of disabled worker terminations (due to all reasons including death, recovery, and attainment of normal retirement age) per thousand

disabled worker beneficiaries.

4 The fully insured rate is the number of fully insured persons aged 62 or older expressed as a percentage of the total population aged 62 or older, as of December 31. 5 The disability insured rate is the number of disability insured persons expressed as a percentage of the total population aged 15 to normal retirement age, as of December 31.
Benefit Payments

14

III. BENEFIT PAYMENTS

Expenditures from the OASI and DI Trust Funds include the

following items:

• Current-payment and retroactive benefits;

• Payments for vocational rehabilitation services;

• Transfers to the Railroad Retirement program; and

• Administrative expenses.

As of calendar year 2000, benefit payments account for

roughly 98 percent of outgo for the combined OASI and DI

Trust Funds. In general, future benefit payments are estimated by projecting the number of beneficiaries and the

average benefit, by type of beneficiary. Following is a

description of the projection of benefit payments. The projection of other items of outgo, as well as all items of

income, are described in section IV.

Fully insured status is required of an aged worker for eligibility to primary and auxiliary benefits, and of a deceased

worker for eligibility to survivor benefits. Exceptional categories are child survivors and parents of child survivors, who

may alternatively be eligible if the deceased worker had currently insured status. Table III.A1 shows the total number of

workers who are fully insured for OASI benefits.

Table III.A1 also shows the total number of workers who are

permanently insured; that is, the worker has sufficient quarters of coverage not only to be fully insured at his or her current age, but also enough quarters of coverage to be fully

insured upon attainment of retirement age. For most individuals, this is 40 quarters.

The number of workers who are fully or permanently insured

is projected based on data from the Continuous Work History Sample (CWHS), which is a 1-percent sample of the

Master Earnings File (MEF) combined with data on the same

sample from the Master Beneficiary Record (MBR). The

CWHS contains coverage information for workers, but has

incomplete reporting of deaths, and thus overstates the number of fully insured workers. To account for the overstatement, mortality adjustments are made to the gross counts on

both a historical and projected basis.

The following subsections provide detail of the projections

of the number of beneficiaries for the OASDI program—section III.A along with tables III.A2-III.A33 present results for

the DI program; section III.B along with tables

III.B1-III.B84 present results for the OASI program.

A. NUMBER OF DISABILITY INSURANCE (DI)

BENEFICIARIES

Table III.A2 presents the Social Security area population

under normal retirement age. The demographic section of

the Long-Range Office of the Chief Actuary provides population projections based on assumptions such as fertility,

mortality, and immigration. Data on quarters of coverage is

used to extract the fully insured population from the general

population, which is then related to data from the CWHS as

described above. Table III.A3 shows the fully insured population under normal retirement age.

Disability insured status requires fully insured status as well

as a recent connection to the labor force, as described in section II.C. Note, therefore, that a worker may be fully insured,

but may not have the required connection to the labor force;

conversely, a worker may have the required recent connection to the labor force, but may not have accrued a sufficient

number of QCs to be deemed fully insured. A special disability insured test exists for younger workers, which provides an alternative to the “20/40” recency-of-work

requirement. Table III.A5 shows the ratio of the disability

insured to the fully insured.

The short-range model projects the number of workers who

are disability insured by single year of age using the following time series regression:

• For each historical year , we calculate the ratio of the

disability insured population to the fully insured population—represented by ;

• To simplify the estimation procedure, is transformed and the dependent (response) variable of the

regression becomes: ;

• The independent (regressor) variables are year—represented by , and labor force participation rate—represented by . The lag-1 autocorrelation coefficient—a

measure of the amount of correlation between successive error terms in the regression—is represented by .

Future response values are extrapolated using the time

series model, and then transformed into their corresponding values.

• Table III.A5 shows the values, which are applied

to the projected fully insured population to create the

projected disability insured population.

Yt ρ1Y

t – 1 – β0 1 ρ1 ( )β – 1 X1, t ρ1X1, t – 1 = + + ( ) –

β2 X2, t – 1 ρ1X2, t – 2 ( ) –

t

DIFIt

DIFI

Yt 100 100 DIFIt = ⁄ ( ) –

X1

X2

ρ1

DIFI

DIFI
DI Numbers

15

The time series model is an iterative autoregression. The

residuals are examined each time and the procedure is

repeated until the autocorrelation between successive error

terms is sufficiently small. Finally, the regression results are

subject to maximum and minimum values to keep the projected percentages within reasonable bounds. Labor force

participation rates and the disability insured population are

shown in tables III.A4 and III.A6, respectively.

The intermediate assumptions predict the total number of

disability insured workers will increase steadily throughout

the short-range period. The average annual growth rate over

2001-10 is roughly 1.4 percent. On a gender-specific basis,

the annual growth rate is 1.1 percent for males, and 1.8 percent for females. Note that there are disability insured workers age 65 or older for the first time at the end of 2003. This

is a consequence of the increase in the normal retirement

age, which first affects individuals born in 1938. Those born

in November and December of that year will still be considered eligible for disability benefits before they attain the normal retirement age of 65 years 2 months in 2004. Afterward,

they are eligible only for old-age benefits.

1. Awards and Incidence Rates

Growth in the DI rolls is due to the difference between the

number of new beneficiaries that have been added to the rolls

and the number of beneficiaries whose benefits have been

terminated, in a given year. The short-range model projects

the number of new entrants, or awards, for disabled workers

by single year of age and gender by applying disability incidence rates to the exposure1 of the disability insured population not already entitled to benefits—that is, not in force.

Exposure is calculated as (i) the aggregate amount of time

that insureds from a specific birth cohort are exposed to disability during a particular year, minus (ii) the aggregate

amount of time contributed by those in force at the beginning

of that year. Refer to appendix B for details of incidence rate

award calculations.

The model develops future incidence rates from a base year

set of rates, by single year of age and gender. Although the

rates are different for each age, the change in the rates from

one particular year to the next is assumed to be constant

across all ages of the insured population, for a particular gender. Also, the model does not separately identify increases or

decreases in award rates by type of impairment. Occasionally, however, a specific category will need to be analyzed

separately because the incidence of the impairment is concentrated within a specific age group or gender. For example,

we currently split out HIV-related impairments because of its

high concentration among the younger age groups.

The corresponding incidence rates are developed through a

series of preliminary projections reflecting judgment on the

expected number of awards. For continuity, the estimates

developed for the short-range period phase into long-range

estimates by the 10th projected year. In essence, the ultimate

incidence rate is set in the long-range period, and the shortrange model determines the path the DI award program will

take to get to that rate. The following is a list of the major

components and analyses performed by the short-range

model in developing disabled worker incidence rates:

• Compare actual data to prior estimates for most

recently completed historical year, by age group and

gender. This highlights areas where estimates may have

“missed badly” over the previous year. We then try to

identify one-time events versus permanent legislative

changes or trends, and adjust the following year’s forecast accordingly.

• Perform a preliminary award projection assuming incidence rates remain unchanged from the most recently

completed historical year. This purely demographic

exercise shows the increase in awards due solely to

changes in the underlying disability insured population.

We then determine how incidence rates should be modified to account for various exogenous factors.

• Examine the effect of changes in key economic variables. Estimates of labor force participation are already

reflected in the disability insured projection. Increasing

unemployment rates will often mean an increase in

future disability claims, whereas steady or decreasing

unemployment will result in the leveling off of claims.

Tight labor markets, increases in real wages, and productivity gains provide work incentives, and may ultimately reduce the number of claims filed.

• Examine 1-, 3-, 5-, and 10-year trends in incidence

rates, as well as year-over-year growth in the number of

awards over those periods. Short-term trends provide

valuable insight into the first several projected years as

we observe the effects of significant legislation and economic conditions. Long-term trends provide direction

beyond the first several years as program dynamics tend

to move toward historical average levels. However, even

established dynamics can be reshaped by demographic

factors that evolve slowly over time.

• Monitor changes in incidence rates for ages 50-64.

These are the ages which have the highest incidence of

disability. This analysis has become increasingly important as the baby-boom generation—birth cohorts

1946-64, currently ages 36-54—begins to enter peak

years of disability incidence.

1 An actuarial quantity measuring the aggregate amount of time, or lifeyears, that a population is exposed to program forces such as incidence

and termination. Aggregate life-years are calculated for each age during

each year.
Benefit Payments

16

• Perform separate analysis on HIV-related impairments.

Although not as significant as it once was, this impairment category is analyzed separately since award patterns deviate substantially from most other impairment

categories.

• Track the disposition of applications filed for disability

claims. Since an increase in applications may or may not

result in an increase in awards, claims data must be analyzed in relation to other factors. For example, increased

filings during recessionary economic conditions have

historically led to a significant increase in the number of

awards—up to a point; more and more claims will eventually come from less severely disabled individuals,

resulting in only a marginal increase in awards.

• Track allowance rates at the initial and appeal stages of

the disability determination process. Allowance rates

measure the number of favorable determinations among

disability claims. Historical levels have been consistent,

ranging from 30-35 percent allowance at the initial stage

to roughly 70-75 percent or more during the final appeal

stages. Small positive deviations can result in a significant increase in the number of awards; whereas a

decrease in the allowance rate—that is, an increase in

denied claims—may result in an increase in appeals,

which may cause a backlog of cases at the appeal stages.

A large number of pending cases may in turn create a

large number of deferred awards, and may even affect

the processing of new claims.

• Account for the effect of the increase in normal retirement age. Basic factors that affect the decision of older

workers to apply for DI benefits as opposed to old-age

benefits include: the amount of effort in getting medical

evidence and “proving” the inability to work; longer

processing times; a 5-month waiting period; high rate of

benefit denial; difference in maximum family benefits

payable—OASI usually allows a greater amount per

household; and possible legal expenses. Despite the

apparent hassles associated with getting a DI benefit, the

alternative is to wait longer for full old-age benefits, or

receive a greater actuarial reduction by taking early benefits. Consequently, the short-range model assumes an

induced increase in disability awards among workers

over the age of 60 beginning in 1999, as a result of the

increase in normal retirement age.

Adjusted Incidence Rates

The overall incidence rate for a particular year may be

expressed as gross—awards for the stated year divided by

exposure for that same year—or age-sex-adjusted. Gross

rates are not directly comparable over time because of the

year-to-year differences in the composition of the underlying

insured population. To compare incidence rates for different

years, we need to adjust the gross rate to factor out the effect

of the changes in population in terms of both age and gender.

In essence, the adjusted rates are “indexes” rather than direct

measures and are standardized to the insured population for

1998. They show what the incidence rate would have been in

any particular year given the age and gender distribution of

the insured population of 1998. Refer to appendix C for an

example of age adjustment.

Gross and age-sex-adjusted disability incidence rates and the

number of awards to disabled workers are shown in tables

III.A8 and III.A9, respectively.

It is worth noting here that the projection of disability incidence rates is one aspect of the short-range forecast that continues to rely heavily on educated judgment in connection

with a variety of factors affecting the DI program. While

some factors can be modeled in a straightforward deterministic fashion, an all-encompassing structural model of disability incidence remains impractical because of the

complicated nature and dynamics of the DI program. For

example, traditional demographic models can account for the

aging of the baby-boom generation and subsequent impact

on the number of awards as more beneficiaries are awarded

at older ages. At the same time, other factors exist that affect

the number of disability awards at older ages, but cannot be

readily modeled. An example of this would be the degree of

use of vocational factors2.

Below is a list of the leading determinants which may have a

significant impact on both the number of disability claims

filed and the resulting number of awards3:

• Legislative changes to the program;

• Changes in impairment listings;

• Changes in medical evidentiary requirements and diagnostic trends;

• Actions by Federal, State, and local governments to

increase program awareness and enrollment;

• National health threats such as HIV and AIDS;

• The status of national and regional economies;

• Secular employment shifts, and changes in labor force

participation;

• Demographic shifts, fertility and mortality trends;

• Level of administrative funding and the ability to control

current caseloads and backlogs;

2 Many individuals are found to be disabled even though their impairments

fail to meet the required level of severity. In these cases, an individual’s

medical condition is evaluated in conjunction with age, education, and job

skills. These “vocational factors” are given increasing weight with the

advancing age of the worker, and are particularly significant in the determination of disability among workers age 50 or older.

3 Borrowed from Actuarial Study No. 114: Social Security Disability Insurance Program Worker Experience (Tim Zayatz, June 1999). Consult this

text for greater detail, and also The Social Security Disability Insurance

Program—an Analysis (Department of Health and Human Services,

December 1992).
DI Numbers

17

• Public pressure to alter program policy, which may lead

to changes in regulations or legislative action; and

• Level of court involvement in the determination and

appeals process, as well as class action suits challenging

Social Security’s interpretation of the law.

The impact of any one factor is difficult to gauge. As shown,

they may be administrative, economic, or demographic in

nature. Some factors evolve slowly over time with welldefined characteristics, and as such lend themselves to

empirical modeling. Others are less predictable and must be

considered within the scope of the entire program as it currently exists, and their interaction with other factors. Still

others will have an obvious immediate effect, but the total

future impact may not be readily apparent and will only

become known over time. So we must rely on experience,

judgment, and careful study of these individual factors to

expand the basic mathematical projections.

2. Terminations

Another closely monitored area of the DI program is the termination of benefits. Many variables affect the number and

rate at which beneficiaries are terminated from the DI rolls,

including:

• The nature of disabling conditions;

• Mortality improvements;

• The average age and duration—time on the rolls—of

current beneficiaries;

• Changes in regulations that affect the make-up of the

rolls;

• The number of continuing disability reviews conducted

over a period of time; and

• Vocational rehabilitation support.

The law contains several provisions to encourage individuals

who wish to return to work, but continue to have a disabling

impairment. Among these are the trial work period (TWP)

and the extended period of eligibility (EPE). The TWP is a 9-

month period during which an entitled beneficiary may work

without affecting the right to benefits. Earnings during the 9

months are not counted toward substantial gainful activity4

(SGA), and benefits will continue as long as the beneficiary

has not medically recovered. Individuals who continue to

have a disabling impairment following the TWP, receive a

36-month EPE. Earnings during the EPE are counted toward

SGA, and monthly benefits will not be paid when such earnings exceed the SGA level. If earnings fall below the SGA

level anytime during the EPE, benefits are automatically

reinstated.

The reasons for termination of DI worker benefits can be

grouped into four main categories:

• Conversion—The disability benefit is converted to an

old-age benefit upon attainment of the normal retirement age (NRA);

• Death of the beneficiary;

• Recovery—The beneficiary no longer meets the standards used to define disability (includes either return-towork or medical recovery); and

• All other reasons—This relatively minor category is

mostly comprised of beneficiaries who switch to old-age

benefits prior to NRA; but also includes withdrawal of

application and erroneous entitlement.

The short-range model projects the number of terminations

for disabled workers by reason, single year of age, and gender by applying disability termination rates to the exposure

of the beneficiaries on the DI rolls. For termination purposes,

exposure is calculated as (i) the aggregate amount of time

that in-force beneficiaries from a specific birth cohort are

exposed to termination during a particular year, plus (ii) the

aggregate amount of time contributed by new awards in that

year. Refer to appendix D for details of termination calculations.

Most terminations occur as a result of either conversion or

death—in calendar year 2000, roughly 46 percent of total

terminations were by conversion; 37 percent were by death;

15 percent were by return-to-work or medical recovery; and

2 percent were by other reasons. In developing termination

rates for the individual categories, we use several of the techniques described in the analysis for awards, namely: comparing actual data to prior estimates and explaining any large

estimation errors; and examining 1-, 3-, 5-, and 10-year

trends in termination rates and year-over-year growth in the

number of terminations for the individual categories. However, further insight is needed in unique areas. The following

discussion highlights special considerations in termination

analysis for each category.

Conversion

DI worker beneficiaries who do not die, recover, or terminate

for some other reason are automatically converted to old-age

beneficiaries on the last day of the month before the month

they attain NRA. As a result of the scheduled increase in

NRA5, conversions are expected to decline sharply in 2003

4 One of the criteria for entitlement to DI benefits is the inability to engage

in any substantial gainful activity by reason of a medically determinable

impairment. Certain earnings criteria have been established as reasonable

indications of whether an individual is engaging in such activity. As of

2001, an employee averaging over $740 per month will ordinarily demonstrate SGA; $740 or less per month will ordinarily demonstrate lack of

SGA. Under certain circumstances, someone earning less than SGA may

receive additional review of work activity. The SGA level is adjusted

annually to reflect increases in the national average wage.

5 See Glossary definition of “Normal retirement age” for details on the

scheduled increases.
Benefit Payments

18

as some of the conversions are deferred to the following year.

Specifically, 2 months of conversions from the 1938 birth

cohort will occur in 2004; 4 months of conversions from the

1939 cohort will occur in 2005; 6 months of conversions

from the 1940 cohort will occur in 2006; 8 months of conversions from the 1941 cohort will occur in 2007; 10 months of

conversions from the 1942 cohort will occur in 2008; and

finally all the conversions from the 1943 cohort will occur in

2009 when the NRA becomes integral age 66. This explains

the sharp increase projected for that year. Conversions are

shown in table III.A14.

Death

Medical advancement has significantly changed life expectancies among the general population. However, the impact

on a disabled life is less clear. Many outside variables can

contribute to changes in disability mortality rates. Recently

the DI program has experienced legislation eliminating drug

and alcohol related impairments (Public Law 104-121); an

increasing number of awards to older workers whose determinations are based on a set of vocational factors rather than

a single severe disability; the diminishing impact of HIVimpairments and AIDS; and an increasing proportion of

younger and physically healthier beneficiaries who are

awarded as a result of mental impairments. From a modeling

standpoint, these effects are quantified—in this case we predict how many fewer deaths will occur—and the results are

blended with general long-range mortality improvements to

predict death rates among disabled workers.

A statistic that provides insight into disability mortality

trends is duration—a measure of the average amount of time

current beneficiaries have been on the DI rolls. This measure

shows that the “maturity” of the rolls has been lengthening in

recent years, and across all ages. For example, as of the end

of 1995 a 50-year-old male disabled worker in current-payment status had been on the DI rolls for an average of 8.0

years; at the end of 2000 the average duration increased to

9.1 years. Likewise, the average duration of a 50-year-old

female disabled worker has increased steadily from 6.6 years

in 1995 to 7.3 years in 2000. This indicates that a greater

proportion of the DI rolls is made up of beneficiaries who

have been current for some time, and proportionately fewer

“new” beneficiaries. This condition tends to have a dampening affect on mortality rates. Refer to appendix E for details.

Note that although disability mortality rates are expected to

decline in the future, the DI program will experience a net

increase in the number of deaths. This is purely due to demographic shifts in the general population. As the baby-boom

continues to enter the DI rolls at progressively older ages, the

program will naturally experience more deaths since the

highest disability mortality occurs at ages 50 or older.

Recovery

Disability recovery may occur when a beneficiary either provides notification of an improved disabling condition, demonstrates the ability to engage in SGA, or is judged to no

longer meet the definition of disability based on a full medical continuing disability review (CDR).

Certain outside variables can exert significant influence on

the overall number of recoveries, making this termination

category difficult to predict. Trends in the nature of disabling

conditions or changes in regulations that redefine the

required severity of an impairment can directly affect the

“natural” recovery rate. However, medical review of current

beneficiaries is often the only way to distinguish those who

no longer meet disability requirements. Therefore, factors

that affect the level of CDR activity also have a big influence

on recovery rates. These include budget restrictions, the

number of new claims that need to be processed, caseload

backlogs, and legislation. 

Public Law 104-121 provides for the appropriation of special

funds for conducting CDRs. Since its enactment in 1996, the

CDR plan has been regularly evaluated by the Office of Disability to reflect emerging experience. As a result of this special funding, previously existing backlogs of scheduled

CDRs have been eliminated, and maturing CDRs are being

worked in a timely fashion. However, because of the recently

enacted Ticket to Work and Work Incentives Improvement Act

of 1999 (Public Law 106-170) certain restrictions have been

placed on the scheduling of CDRs. In particular, CDRs may

not be triggered solely as the result of work activity, and beneficiaries actively participating in the ticket-to-work program

may not be scheduled for a CDR even though their review

diary has matured. As a consequence of these two provisions, there will likely be a small decline in the number of

scheduled CDRs and a deferral of the associated recovery

terminations.

The short-range model projects recoveries under three individual categories: (i) return-to-work by those demonstrating

SGA upon completion of an extended period of eligibility,

(ii) terminations resulting from full medical CDRs, and (iii)

“work alerts”—a minor category which has been virtually

eliminated under the provisions of Public Law 106-170. As

with death terminations, the rate of recovery among disabled

workers can be significantly affected by the age at entitlement and the amount of time spent on the DI rolls. Refer to

appendix E for details.

All Other Reasons

The main “other” reason for termination is the decision to

receive old-age benefits in lieu of DI benefits, which a disabled worker may elect to do beginning at age 62. For the

most part, this occurs automatically upon attaining NRA—

roughly 85 percent of those who switch, do so at NRA. How-
DI Numbers

19

ever, many factors influence the personal decision to convert

prior to NRA. One of the most common reasons is eligibility

for benefits outside the DI program. For example, workers

compensation benefits may partially or totally offset a DI

benefit, but would not affect an OASI benefit. Other factors

include: the amount of actuarial reduction that would occur

to the old-age benefit; the difference in maximum family

benefits payable, which may be lower under the DI program

than under the OASI program; and the beneficiary’s own

health assessment and outlook of life expectancy. The shortrange model looks for any exogenous factors that may cause

new trends to emerge.

As mentioned, conversion and death account for most of the

terminations among disabled workers, and in general termination rates have been declining. Two significant trends have

developed over the years which help explain the decline. The

first is mortality improvements, as previously discussed. The

second trend is a reduction in the average age of disabled

workers. Data presented in appendix F indicates that over the

period 1975-95, the average age of a disabled worker award

has generally declined from 51.5 to 48.6 years for males; and

from 52.1 to 48.5 years for females. Consequently, the average age of disabled workers in current-payment status has

also declined over the same period from 53.0 to 49.8 for

males; and from 53.9 to 49.9 for females. Also over the

period, the fraction of 30-44 year olds on the DI rolls has

roughly doubled from 14 percent to 27 percent for males;

and has more than doubled from 11 percent to 26 percent for

females. The increase in younger and physically healthier

beneficiaries is largely attributable to the increasing proportion of new awards due to mental impairments. The result

has been a smaller percentage of beneficiaries converting to

old-age benefits each year, as well as lower death rates.

Since 1995, the average age of a disabled worker has trended

back up, reaching 50.8 by the end of 2000. Over the next 10

years, beneficiaries from the baby-boom will enter the DI

rolls at progressively older ages and the average age will

continue to increase, reaching roughly 53.4 by the end of

2010. This trend will help stabilize overall termination rates

beginning around 2002.

Disabled worker termination rates by reason are shown in

tables III.A10-III.A13, while the number of terminations are

shown in tables III.A14-III.A17.

3. In Force

Table III.A7 shows the number of disabled workers with

benefits in force. In force refers to individuals who are eligible for benefits, including those actually receiving a payment

(in current-pay) as well as those whose benefit has been suspended for one of several reasons. The in-force population is

calculated as of December 31 of each year by adding the

number of awards, less terminations, for the current year to

the in-force population at the end of the previous year.

4. Withheld (Suspensions)

Disability benefits may be suspended for any number of reasons, including refusal to accept rehabilitation services, a

pending determination of continuing disability, workers

compensation offset, or extended period of eligibility

requirements. Estimated future suspensions are developed by

age and gender by applying withheld rates to the in-force

population. Withheld rates and suspensions are shown in

tables III.A18 and III.A19, respectively. The short-range

model assumes that these rates do not vary much over time.

However, legislative action will cause noticeable deviations

from time-to-time. A significant jump occurred in 1995 as a

result of changes in the treatment of drug addicts and alcoholics—by January 1997, these benefits were removed from

suspense and permanently terminated. Most recently, a provision of Public Law 106-170 modified the rules governing

benefits paid to prisoners. The result is an increase in suspensions among ages 25-49 in 2000 and later.

5. Current-Payment Status

Table III.A20 shows the number of disabled workers with

benefits in current-payment status. The current-payment

population is calculated as of December 31 of each year by

subtracting suspensions from the in-force population. Over

the next 10 years, the model projects an average annual

increase in the current-payment population of roughly 3.0

percent for males, and 4.6 percent for females. The relatively

larger increase for females is attributable to the rapid growth

in female labor force participation experienced during the

1990s. This has led to an increase in the number of females

with disability insured status.

Refer to appendix G for a comprehensive illustration of the

disabled worker numbers projection by single year of age.

6. Dependents of Disabled Workers

Awards to auxiliary beneficiaries of disabled workers are

summarized in tables III.A21 and III.A22. The short-range

model produces calendar year estimates for the following

categories:

• Young wife—benefits may be payable to a (divorced)

wife of a disabled worker, where the wife is entitled

because of a child in her care;

• Young husband—benefits may be payable to a

(divorced) husband of a disabled worker, where the husband is entitled because of a child in his care;

• Aged wife—benefits may be payable to a (divorced)

wife of a disabled worker, where the wife is entitled

based solely on her age (having attained 62);
Benefit Payments

20

• Aged husband—benefits may be payable to a (divorced)

husband of a disabled worker, where the husband is entitled based solely on his age (having attained 62);

• Minor child—benefits may be payable to a child of a

disabled worker, where the child is under age 18;

• Disabled child—benefits may be payable to a child of a

disabled worker, where the “child” is a disabled person

age 18 or older whose disability began before age 22;

and

• Student child—benefits may be payable to a child of a

disabled worker, where the child is an elementary or

secondary student between ages 18 and 19.

Awards to young wives and young husbands are based on

trends in the historical ratio of these awards to minor child

awards. Awards to aged wives are based on trends in the historical ratio of these awards to male disabled worker awards;

awards to aged husbands are based on trends in the historical

ratio of these awards to female disabled worker awards; and

awards to children are based on trends in the historical ratio

of these awards to total disabled worker awards. Finally, the

model determines quarterly projections from annual awards

using interpolation which takes into account historical seasonal patterns in such awards.

Projections for auxiliary benefit terminations are produced

quarterly by applying assumed termination rates to the estimated exposure of the particular auxiliary category6. Projections for auxiliary in-force and current-pay populations, and

suspensions are similar to those for workers.

Tables III.A23-III.A33 summarize quarterly data for disabled workers and auxiliary categories. The tables include

the in-force population, awards, termination rates, terminations, withheld rates, suspensions, and the current-payment

population. Figure 1 shows the overall trend in the total number of DI disabled workers, spouses, and children in currentpayment status for 1975-2010.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

6 Exposure is estimated as beginning-of-period in force, plus one-half of the

awards for the period.

Figure 1.—DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2010

[In millions]

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

8.0

9.0

10.0

1975 1980 1985 1990 1995 2000 2005 2010

Calendar year

Disabled children

Disabled spouses

Disabled workers

Historical Estimated
DI Numbers

21

Source: Estimates prepared by the Office of the Chief Actuary based on data from Continuous Work History Sample.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A1.—Workers Insured for Old-Age and Survivors Insurance Benefits 1

(December 31 of each year, 1975-2010)

[In millions]

Year

Total Male Female

Total

Permanently

insured

Not

permanently

insured Total

Permanently

insured

Not

permanently

insured Total

Permanently

insured

Not

permanently

insured

1975................. 123.2 74.4 48.8 69.3 46.8 22.5 53.8 27.6 26.3

1976................. 126.0 76.1 49.9 70.4 47.5 22.9 55.5 28.6 27.0

1977................. 129.0 78.1 50.9 71.7 48.4 23.3 57.3 29.7 27.6

1978................. 133.3 80.3 53.0 73.7 49.4 24.3 59.7 30.9 28.8

1979................. 137.3 83.0 54.3 75.4 50.6 24.8 61.9 32.4 29.5

1980................. 140.4 85.3 55.0 76.6 51.6 25.1 63.8 33.8 30.0

1981................. 142.9 88.0 54.9 77.6 52.7 25.0 65.2 35.3 29.9

1982................. 144.7 90.7 54.0 78.3 53.8 24.5 66.4 36.9 29.5

1983................. 146.5 94.0 52.5 79.0 55.2 23.8 67.5 38.8 28.7

1984................. 148.3 96.9 51.4 79.6 56.3 23.3 68.6 40.5 28.1

1985................. 150.9 100.1 50.8 80.7 57.6 23.1 70.1 42.4 27.7

1986................. 153.2 103.3 49.9 81.7 59.0 22.7 71.5 44.3 27.2

1987................. 155.7 107.4 48.3 82.7 60.8 21.9 73.0 46.6 26.4

1988................. 158.3 110.7 47.6 83.8 62.1 21.7 74.5 48.5 26.0

1989................. 161.3 113.6 47.8 85.2 63.3 22.0 76.1 50.3 25.8

1990................. 164.0 116.4 47.6 86.5 64.3 22.1 77.5 52.1 25.5

1991................. 165.9 118.8 47.2 87.3 65.2 22.1 78.7 53.6 25.1

1992................. 167.5 121.1 46.4 87.9 66.0 21.9 79.6 55.1 24.5

1993................. 169.1 123.6 45.6 88.5 66.9 21.6 80.6 56.7 24.0

1994................. 170.8 125.9 44.9 89.2 67.8 21.4 81.6 58.1 23.5

1995................. 173.1 128.3 44.7 90.1 68.7 21.4 82.9 59.6 23.4

1996................. 175.2 130.8 44.4 91.0 69.8 21.2 84.2 61.1 23.1

1997................. 177.7 133.7 43.9 92.0 71.0 21.0 85.7 62.7 23.0

1998................. 179.8 136.0 43.8 92.9 71.9 21.0 86.9 64.1 22.8

1999................. 182.2 138.4 43.8 94.0 72.9 21.1 88.3 65.5 22.8

2000................. 184.6 140.6 44.0 95.0 73.8 21.2 89.6 66.8 22.8

2001................. 187.0 142.9 44.1 96.1 74.7 21.4 90.9 68.1 22.8

2002................. 189.4 145.1 44.3 97.2 75.6 21.6 92.2 69.4 22.8

2003................. 191.8 147.2 44.6 98.2 76.5 21.7 93.5 70.7 22.8

2004................. 194.1 149.3 44.8 99.3 77.4 21.9 94.8 72.0 22.9

2005................. 196.4 151.5 45.0 100.3 78.3 22.0 96.1 73.2 22.9

2006................. 198.7 153.6 45.1 101.3 79.2 22.2 97.4 74.4 23.0

2007................. 201.1 155.8 45.3 102.3 80.1 22.3 98.7 75.7 23.0

2008................. 203.5 158.0 45.5 103.4 81.0 22.4 100.0 76.9 23.1

2009................. 205.8 160.1 45.7 104.5 82.0 22.5 101.4 78.2 23.2

2010................. 208.2 162.3 45.9 105.5 82.9 22.6 102.7 79.4 23.3

1 Figures exclude workers who are currently insured only; such workers are insured for certain survivor benefits only. There were 2.1 million such workers at the end of 1996.
Benefit Payments

22

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A2.—Social Security Area Population Under Normal Retirement Age

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975 ........... 11,245.7 10,471.1 9,515.8 7,440.6 6,242.4 5,798.7 6,074.8 6,022.7 5,383.1 4,570.4 ... 72,765.3

1980 ........... 10,754.4 11,400.8 10,625.9 9,619.5 7,445.4 6,208.5 5,702.5 5,876.1 5,695.9 4,932.8 ... 78,261.8

1985 ........... 9,869.4 11,054.9 11,633.7 10,718.4 9,611.3 7,388.0 6,101.1 5,524.6 5,582.2 5,248.7 ... 82,732.2

1990 ........... 8,951.6 10,091.4 11,345.4 11,820.7 10,714.7 9,520.4 7,271.8 5,932.7 5,275.5 5,190.3 ... 86,114.6

1991 ........... 8,857.4 10,024.0 11,024.8 11,892.5 10,978.6 9,653.7 7,766.6 6,131.8 5,284.8 5,160.4 ... 86,774.7

1992 ........... 8,952.9 9,890.7 10,700.7 11,876.3 11,255.5 9,795.9 8,148.2 6,429.8 5,372.4 5,074.6 ... 87,496.9

1993 ........... 9,125.1 9,697.4 10,427.9 11,838.9 11,478.8 10,032.3 8,486.3 6,695.9 5,499.7 4,996.8 ... 88,279.0

1994 ........... 9,346.2 9,488.5 10,257.3 11,714.0 11,651.4 10,303.9 8,879.0 6,919.1 5,582.3 4,969.6 ... 89,111.4

1995 ........... 9,600.5 9,251.8 10,231.0 11,475.5 11,792.4 10,587.5 9,320.3 7,081.1 5,695.5 4,954.6 ... 89,990.0

1996 ........... 9,835.3 9,154.0 10,197.2 11,189.6 11,876.4 10,866.2 9,528.0 7,489.5 5,872.1 4,967.8 ... 90,976.0

1997 ........... 10,028.3 9,211.7 10,093.1 10,888.0 11,884.3 11,141.0 9,644.8 7,916.4 6,136.5 5,042.3 ... 91,986.4

1998 ........... 10,157.3 9,357.8 9,927.5 10,621.6 11,854.7 11,366.3 9,867.2 8,241.2 6,406.9 5,153.0 ... 92,953.6

1999 ........... 10,219.3 9,583.6 9,723.4 10,441.6 11,755.9 11,559.1 10,140.8 8,639.8 6,636.4 5,253.9 ... 93,953.7

2000 ........... 10,277.0 9,835.0 9,510.0 10,389.5 11,549.2 11,720.4 10,431.1 9,082.9 6,820.3 5,363.6 ... 94,978.9

2001 ........... 10,327.1 10,064.1 9,396.3 10,357.9 11,265.9 11,816.2 10,728.3 9,331.0 7,195.2 5,530.3 ... 96,012.3

2002 ........... 10,378.7 10,259.0 9,452.9 10,259.5 10,962.1 11,840.8 11,015.6 9,449.7 7,644.1 5,788.5 ... 97,050.8

2003 ........... 10,489.9 10,391.5 9,615.5 10,099.2 10,692.5 11,823.1 11,256.8 9,682.9 7,976.9 6,063.9 171.3 98,263.4

2004 ........... 10,656.6 10,459.0 9,844.9 9,903.3 10,520.8 11,731.5 11,452.8 9,956.9 8,367.1 6,286.6 348.4 99,527.8

2005 ........... 10,835.9 10,520.1 10,097.9 9,695.8 10,473.6 11,531.6 11,616.7 10,246.4 8,798.4 6,465.1 537.5 100,819.0

2006 ........... 11,006.5 10,573.9 10,328.7 9,587.0 10,446.7 11,256.1 11,716.3 10,542.8 9,043.8 6,826.1 750.8 102,078.8

2007 ........... 11,135.4 10,626.0 10,523.3 9,644.2 10,350.3 10,957.9 11,744.1 10,828.3 9,165.2 7,258.8 1,032.9 103,266.5

2008 ........... 11,193.6 10,737.5 10,656.0 9,806.6 10,192.5 10,693.5 11,730.2 11,068.7 9,396.4 7,580.6 1,291.4 104,346.9

2009 ........... 11,162.0 10,904.1 10,724.0 10,035.4 9,999.3 10,526.0 11,643.4 11,265.1 9,667.0 7,954.8 1,262.4 105,143.6

2010 ........... 11,062.4 11,083.2 10,785.8 10,287.6 9,794.7 10,481.4 11,449.7 11,430.0 9,952.5 8,366.2 1,252.4 105,945.9

Female

1975 ........... 10,792.5 10,132.5 9,341.2 7,379.6 6,219.4 5,825.5 6,202.5 6,324.9 5,791.0 5,212.1 ... 73,221.2

1980 ........... 10,324.7 10,990.1 10,351.6 9,484.5 7,424.7 6,225.6 5,785.1 6,103.1 6,154.8 5,552.0 ... 78,396.3

1985 ........... 9,411.3 10,583.0 11,219.1 10,471.2 9,512.0 7,405.5 6,170.6 5,686.5 5,942.2 5,899.8 ... 82,301.2

1990 ........... 8,557.8 9,649.6 10,880.6 11,426.0 10,531.5 9,485.4 7,350.1 6,083.1 5,552.5 5,716.5 ... 85,233.0

1991 ........... 8,473.5 9,607.5 10,595.4 11,493.8 10,774.0 9,619.7 7,835.2 6,284.9 5,551.6 5,653.6 ... 85,889.1

1992 ........... 8,561.9 9,509.8 10,310.4 11,487.1 11,029.0 9,760.3 8,220.4 6,583.5 5,633.8 5,543.2 ... 86,639.4

1993 ........... 8,721.9 9,351.4 10,077.2 11,459.2 11,237.1 9,993.3 8,560.1 6,854.9 5,764.5 5,440.5 ... 87,460.1

1994 ........... 8,926.2 9,166.6 9,937.3 11,358.7 11,399.7 10,256.3 8,953.9 7,085.9 5,848.6 5,405.9 ... 88,339.1

1995 ........... 9,159.7 8,941.9 9,943.1 11,147.7 11,533.0 10,533.8 9,396.0 7,257.2 5,962.6 5,378.6 ... 89,253.7

1996 ........... 9,374.0 8,840.9 9,943.0 10,897.5 11,615.0 10,800.3 9,611.7 7,666.5 6,143.3 5,381.1 ... 90,273.2

1997 ........... 9,551.4 8,883.9 9,870.9 10,629.2 11,623.6 11,053.7 9,732.9 8,096.3 6,411.1 5,448.5 ... 91,301.4

1998 ........... 9,672.7 9,005.0 9,730.3 10,392.9 11,596.7 11,258.8 9,953.5 8,426.5 6,687.6 5,558.7 ... 92,282.5

1999 ........... 9,737.9 9,193.3 9,525.1 10,239.5 11,507.5 11,431.4 10,218.1 8,829.8 6,925.9 5,663.1 ... 93,271.4

2000 ........... 9,800.5 9,412.5 9,295.8 10,215.0 11,319.4 11,575.2 10,497.1 9,278.3 7,118.1 5,774.3 ... 94,286.2

2001 ........... 9,856.3 9,616.8 9,156.1 10,207.3 11,060.5 11,658.8 10,777.4 9,534.0 7,498.4 5,944.8 ... 95,310.4

2002 ........... 9,913.8 9,796.6 9,182.8 10,127.9 10,785.1 11,679.3 11,041.3 9,656.9 7,953.8 6,209.8 ... 96,347.3

2003 ........... 10,026.1 9,924.4 9,310.5 9,980.5 10,542.2 11,661.9 11,260.2 9,887.8 8,295.6 6,494.6 188.4 97,572.1

2004 ........... 10,188.7 9,995.3 9,505.3 9,784.4 10,396.8 11,579.6 11,437.0 10,153.8 8,693.6 6,727.4 382.5 98,844.4

2005 ........... 10,363.1 10,061.3 9,728.1 9,561.1 10,377.1 11,396.7 11,583.7 10,432.8 9,133.8 6,914.5 589.1 100,141.2

2006 ........... 10,530.3 10,120.3 9,935.8 9,426.9 10,374.1 11,143.7 11,670.9 10,713.1 9,386.9 7,284.2 821.5 101,407.6

2007 ........... 10,652.6 10,178.0 10,115.5 9,454.0 10,295.7 10,871.2 11,693.2 10,975.7 9,510.0 7,726.5 1,125.0 102,597.5

2008 ........... 10,705.2 10,290.4 10,243.4 9,581.8 10,149.5 10,631.1 11,677.9 11,193.9 9,738.3 8,058.5 1,405.0 103,674.9

2009 ........... 10,675.8 10,452.9 10,314.5 9,776.5 9,954.9 10,487.9 11,598.1 11,370.7 10,000.9 8,443.2 1,374.7 104,450.0

2010 ........... 10,582.7 10,627.2 10,380.6 9,999.0 9,733.2 10,469.6 11,418.6 11,517.6 10,276.1 8,867.1 1,362.7 105,234.5

Total

1975 ........... 22,038.2 20,603.7 18,856.9 14,820.2 12,461.8 11,624.2 12,277.3 12,347.6 11,174.1 9,782.5 ... 145,986.5

1980 ........... 21,079.1 22,391.0 20,977.5 19,104.0 14,870.1 12,434.1 11,487.6 11,979.2 11,850.7 10,484.8 ... 156,658.0

1985 ........... 19,280.7 21,637.9 22,852.9 21,189.5 19,123.3 14,793.5 12,271.6 11,211.0 11,524.4 11,148.5 ... 165,033.4

1990 ........... 17,509.4 19,741.0 22,226.0 23,246.6 21,246.3 19,005.8 14,621.9 12,015.8 10,828.1 10,906.8 ... 171,347.6

1991 ........... 17,330.9 19,631.5 21,620.2 23,386.3 21,752.5 19,273.4 15,601.9 12,416.7 10,836.4 10,813.9 ... 172,663.8

1992 ........... 17,514.8 19,400.5 21,011.1 23,363.4 22,284.5 19,556.2 16,368.6 13,013.3 11,006.1 10,617.8 ... 174,136.3

1993 ........... 17,847.0 19,048.8 20,505.1 23,298.1 22,715.9 20,025.7 17,046.4 13,550.7 11,264.2 10,437.3 ... 175,739.1

1994 ........... 18,272.5 18,655.1 20,194.6 23,072.7 23,051.0 20,560.1 17,832.9 14,005.0 11,431.0 10,375.5 ... 177,450.5

1995 ........... 18,760.2 18,193.7 20,174.1 22,623.2 23,325.4 21,121.3 18,716.3 14,338.3 11,658.1 10,333.2 ... 179,243.7

1996 ........... 19,209.3 17,994.9 20,140.2 22,087.0 23,491.4 21,666.5 19,139.6 15,156.0 12,015.3 10,348.9 ... 181,249.2

1997 ........... 19,579.7 18,095.6 19,963.9 21,517.2 23,507.9 22,194.7 19,377.7 16,012.6 12,547.6 10,490.8 ... 183,287.8

1998 ........... 19,830.0 18,362.8 19,657.8 21,014.5 23,451.4 22,625.0 19,820.7 16,667.7 13,094.6 10,711.7 ... 185,236.1

1999 ........... 19,957.1 18,776.8 19,248.5 20,681.1 23,263.4 22,990.5 20,358.8 17,469.6 13,562.3 10,917.0 ... 187,225.2

2000 ........... 20,077.5 19,247.4 18,805.9 20,604.5 22,868.5 23,295.7 20,928.3 18,361.1 13,938.4 11,137.9 ... 189,265.1

2001 ........... 20,183.4 19,681.0 18,552.3 20,565.1 22,326.5 23,475.1 21,505.7 18,865.0 14,693.6 11,475.1 ... 191,322.7

2002 ........... 20,292.4 20,055.5 18,635.7 20,387.4 21,747.2 23,520.1 22,056.9 19,106.6 15,597.9 11,998.3 ... 193,398.1

2003 ........... 20,516.0 20,316.0 18,926.0 20,079.7 21,234.6 23,485.0 22,516.9 19,570.6 16,272.5 12,558.4 359.7 195,835.5

2004 ........... 20,845.3 20,454.3 19,350.2 19,687.7 20,917.6 23,311.0 22,889.8 20,110.6 17,060.6 13,014.0 730.9 198,372.2

2005 ........... 21,199.0 20,581.4 19,825.9 19,256.8 20,850.7 22,928.3 23,200.5 20,679.2 17,932.2 13,379.6 1,126.6 200,960.1

2006 ........... 21,536.8 20,694.3 20,264.5 19,013.9 20,820.8 22,399.7 23,387.2 21,255.9 18,430.6 14,110.3 1,572.3 203,486.3

2007 ........... 21,787.9 20,804.0 20,638.8 19,098.2 20,646.0 21,829.1 23,437.4 21,804.0 18,675.3 14,985.3 2,157.9 205,864.0

2008 ........... 21,898.8 21,027.9 20,899.4 19,388.4 20,342.0 21,324.6 23,408.2 22,262.6 19,134.7 15,639.1 2,696.3 208,021.8

2009 ........... 21,837.8 21,357.0 21,038.5 19,811.8 19,954.2 21,014.0 23,241.5 22,635.8 19,667.9 16,398.0 2,637.1 209,593.7

2010 ........... 21,645.1 21,710.4 21,166.4 20,286.6 19,527.9 20,951.0 22,868.3 22,947.7 20,228.6 17,233.3 2,615.1 211,180.4

1 See Glossary for definition of “Normal retirement age.”
23

DI Numbers

Sources:

• Historical figures from the Office of Research, Evaluation and Statistics.

• Future figures projected based on historical relationship to population and coverage rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A3.—Workers Under Normal Retirement Age Who Are Fully Insured

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975........... 3,210.2 9,375.9 9,230.2 7,153.4 5,846.6 5,367.4 5,543.1 5,527.3 4,919.4 4,278.1 ... 60,451.6

1980........... 3,700.4 10,222.5 10,198.0 9,310.7 7,119.1 5,787.7 5,247.3 5,338.3 5,213.1 4,567.3 ... 66,704.4

1985........... 2,324.7 9,407.2 10,870.9 10,232.7 9,219.5 7,029.0 5,676.2 5,073.1 5,051.8 4,861.3 ... 69,746.4

1990........... 2,568.3 8,652.2 10,728.5 11,049.5 10,176.8 9,092.0 6,893.5 5,513.9 4,849.2 4,822.8 ... 74,346.7

1991........... 2,302.5 8,615.5 10,475.0 11,173.6 10,419.8 9,210.9 7,381.6 5,718.4 4,872.7 4,782.7 ... 74,952.7

1992........... 2,077.2 8,462.5 10,156.6 11,204.7 10,673.9 9,343.4 7,749.2 6,028.4 4,966.1 4,677.7 ... 75,339.7

1993........... 1,957.3 8,227.7 9,868.5 11,207.9 10,856.8 9,575.2 8,087.8 6,297.2 5,091.3 4,639.1 ... 75,808.8

1994........... 1,962.1 7,952.6 9,690.3 11,128.3 10,995.8 9,838.0 8,476.4 6,534.0 5,171.9 4,566.8 ... 76,316.2

1995........... 2,077.9 7,704.4 9,660.6 10,933.2 11,116.3 10,104.3 8,900.7 6,721.2 5,289.2 4,624.8 ... 77,132.6

1996........... 2,177.4 7,560.7 9,625.7 10,661.7 11,200.2 10,348.3 9,095.5 7,130.1 5,484.2 4,605.8 ... 77,889.6

1997........... 2,249.7 7,567.4 9,521.6 10,361.6 11,234.3 10,590.7 9,208.1 7,547.2 5,760.0 4,730.4 ... 78,771.0

1998........... 2,362.7 7,664.7 9,357.3 10,100.3 11,242.1 10,782.7 9,422.2 7,866.5 6,042.4 4,776.9 ... 79,617.8

1999........... 2,426.9 7,845.0 9,125.1 9,933.9 11,172.8 10,947.8 9,682.5 8,251.0 6,276.0 4,902.2 ... 80,563.2

2000........... 2,473.2 8,075.4 8,875.3 9,881.7 11,002.9 11,076.4 9,958.4 8,674.1 6,468.4 4,990.5 ... 81,476.3

2001........... 2,498.0 8,339.6 8,711.7 9,853.6 10,738.7 11,167.9 10,233.2 8,908.0 6,842.8 5,169.6 ... 82,463.1

2002........... 2,492.6 8,592.9 8,715.8 9,746.4 10,438.8 11,212.7 10,485.7 9,021.3 7,284.4 5,437.5 ... 83,428.1

2003........... 2,481.0 8,805.1 8,843.7 9,574.2 10,166.6 11,225.7 10,688.4 9,243.8 7,608.8 5,724.4 159.6 84,521.2

2004........... 2,489.7 8,921.9 9,052.9 9,352.6 9,994.3 11,165.3 10,850.6 9,502.3 7,982.2 5,947.4 325.8 85,585.0

2005........... 2,497.6 8,995.6 9,304.8 9,112.8 9,940.7 10,998.7 10,988.7 9,778.0 8,387.9 6,133.6 504.5 86,642.9

2006........... 2,501.8 9,058.1 9,560.8 8,961.2 9,908.3 10,736.8 11,092.2 10,055.1 8,613.0 6,484.6 707.3 87,679.2

2007........... 2,526.9 9,079.0 9,799.0 8,965.4 9,799.9 10,438.3 11,144.1 10,312.1 8,726.6 6,901.3 975.7 88,668.3

2008........... 2,574.2 9,120.4 9,991.1 9,072.5 9,624.2 10,170.5 11,159.9 10,521.2 8,949.2 7,212.2 1,222.3 89,617.7

2009........... 2,627.6 9,163.7 10,112.3 9,258.3 9,400.5 9,995.3 11,100.1 10,696.4 9,213.3 7,576.4 1,196.8 90,340.7

2010........... 2,644.6 9,241.7 10,205.8 9,482.0 9,162.9 9,941.0 10,931.8 10,847.1 9,492.7 7,969.6 1,189.1 91,108.3

Female

1975........... 2,094.1 7,562.2 7,827.0 5,562.7 4,300.9 3,869.8 4,061.3 4,188.7 3,710.1 3,235.2 ... 46,412.0

1980........... 2,857.7 8,930.5 9,071.3 7,888.2 5,665.6 4,451.7 3,962.6 4,063.7 4,053.5 3,664.3 ... 54,609.1

1985........... 1,976.2 8,327.7 9,899.7 9,065.7 7,880.3 5,750.3 4,528.4 3,968.6 3,968.0 3,980.6 ... 59,345.5

1990........... 2,237.0 7,796.3 9,739.4 10,046.9 9,135.1 8,006.7 5,831.2 4,531.9 3,899.9 3,988.0 ... 65,212.4

1991........... 2,022.7 7,824.9 9,495.9 10,152.9 9,387.3 8,220.9 6,314.4 4,762.0 3,934.3 3,943.9 ... 66,059.2

1992........... 1,882.6 7,669.5 9,225.4 10,174.8 9,630.1 8,420.5 6,720.8 5,069.3 4,037.6 3,867.2 ... 66,697.8

1993........... 1,785.9 7,507.7 9,004.3 10,169.7 9,824.0 8,681.7 7,111.6 5,357.6 4,180.0 3,860.4 ... 67,482.9

1994........... 1,790.7 7,282.0 8,869.3 10,103.0 9,987.9 8,940.3 7,546.8 5,618.5 4,303.2 3,836.0 ... 68,277.7

1995........... 1,904.7 7,153.3 8,894.3 9,924.8 10,135.0 9,208.4 8,017.3 5,832.6 4,459.1 3,887.1 ... 69,416.6

1996........... 2,048.2 7,053.4 8,915.4 9,693.7 10,236.1 9,454.3 8,279.0 6,248.1 4,674.9 3,885.7 ... 70,488.8

1997........... 2,118.5 7,119.1 8,891.5 9,461.7 10,286.6 9,697.6 8,449.0 6,691.4 4,952.4 4,041.0 ... 71,708.8

1998........... 2,230.5 7,280.5 8,793.5 9,276.4 10,314.4 9,893.1 8,693.0 7,072.2 5,254.8 4,127.9 ... 72,936.3

1999........... 2,274.2 7,487.6 8,646.0 9,177.0 10,257.9 10,076.0 8,958.8 7,489.2 5,505.3 4,267.7 ... 74,139.7

2000........... 2,320.1 7,722.5 8,473.1 9,196.7 10,106.6 10,240.3 9,237.0 7,944.5 5,725.8 4,391.8 ... 75,358.4

2001........... 2,348.4 7,962.0 8,367.8 9,241.0 9,884.6 10,363.9 9,511.5 8,237.8 6,108.3 4,562.6 ... 76,587.9

2002........... 2,346.5 8,197.8 8,392.2 9,220.6 9,652.3 10,429.7 9,771.6 8,423.8 6,564.5 4,813.7 ... 77,812.7

2003........... 2,337.4 8,401.2 8,526.6 9,116.4 9,455.7 10,455.0 9,987.2 8,698.0 6,931.2 5,087.5 144.1 79,140.3

2004........... 2,347.4 8,526.3 8,730.4 8,962.8 9,351.8 10,412.3 10,189.3 8,987.2 7,348.0 5,325.9 294.9 80,476.3

2005........... 2,357.2 8,603.3 8,964.2 8,787.4 9,366.7 10,263.8 10,371.0 9,285.2 7,803.7 5,532.1 458.1 81,792.7

2006........... 2,362.4 8,669.6 9,196.9 8,683.9 9,404.1 10,047.4 10,512.7 9,575.6 8,110.9 5,894.5 644.8 83,102.8

2007........... 2,385.9 8,696.4 9,415.2 8,700.7 9,377.8 9,816.5 10,592.4 9,851.9 8,310.8 6,327.8 891.9 84,367.3

2008........... 2,431.3 8,741.0 9,560.0 8,815.8 9,263.5 9,616.5 10,633.5 10,094.1 8,600.9 6,676.2 1,125.6 85,558.4

2009........... 2,483.3 8,785.0 9,638.7 8,999.5 9,097.3 9,506.4 10,602.8 10,319.0 8,915.8 7,072.7 1,113.2 86,533.7

2010........... 2,499.9 8,862.3 9,705.8 9,214.9 8,899.3 9,523.0 10,463.2 10,522.6 9,235.5 7,507.3 1,115.7 87,549.5

Total

1975........... 5,304.3 16,938.1 17,057.2 12,716.1 10,147.5 9,237.2 9,604.4 9,716.0 8,629.5 7,513.3 ... 106,863.6

1980........... 6,558.1 19,153.0 19,269.3 17,198.9 12,784.7 10,239.4 9,209.9 9,402.0 9,266.6 8,231.6 ... 121,313.5

1985........... 4,300.9 17,734.9 20,770.6 19,298.4 17,099.8 12,779.3 10,204.6 9,041.7 9,019.8 8,841.9 ... 129,091.9

1990........... 4,805.3 16,448.5 20,467.9 21,096.4 19,311.9 17,098.7 12,724.7 10,045.8 8,749.1 8,810.8 ... 139,559.1

1991........... 4,325.2 16,440.4 19,970.9 21,326.5 19,807.1 17,431.8 13,696.0 10,480.4 8,807.0 8,726.6 ... 141,011.9

1992........... 3,959.8 16,132.0 19,382.0 21,379.5 20,304.0 17,763.9 14,470.0 11,097.7 9,003.7 8,544.9 ... 142,037.5

1993........... 3,743.2 15,735.4 18,872.8 21,377.6 20,680.8 18,256.9 15,199.4 11,654.8 9,271.3 8,499.5 ... 143,291.7

1994........... 3,752.8 15,234.6 18,559.6 21,231.3 20,983.7 18,778.3 16,023.2 12,152.5 9,475.1 8,402.8 ... 144,593.9

1995........... 3,982.6 14,857.7 18,554.9 20,858.0 21,251.3 19,312.7 16,918.0 12,553.8 9,748.3 8,511.9 ... 146,549.2

1996........... 4,225.6 14,614.1 18,541.1 20,355.4 21,436.3 19,802.6 17,374.5 13,378.2 10,159.1 8,491.5 ... 148,378.4

1997........... 4,368.2 14,686.5 18,413.1 19,823.3 21,520.9 20,288.3 17,657.1 14,238.6 10,712.4 8,771.4 ... 150,479.8

1998........... 4,593.2 14,945.2 18,150.8 19,376.7 21,556.5 20,675.8 18,115.2 14,938.7 11,297.2 8,904.8 ... 152,554.1

1999........... 4,701.1 15,332.6 17,771.1 19,110.9 21,430.7 21,023.8 18,641.3 15,740.2 11,781.3 9,169.9 ... 154,702.9

2000........... 4,793.3 15,797.9 17,348.4 19,078.4 21,109.5 21,316.7 19,195.4 16,618.6 12,194.2 9,382.3 ... 156,834.7

2001........... 4,846.4 16,301.6 17,079.5 19,094.6 20,623.3 21,531.8 19,744.7 17,145.8 12,951.1 9,732.2 ... 159,051.0

2002........... 4,839.1 16,790.7 17,108.0 18,967.0 20,091.1 21,642.4 20,257.3 17,445.1 13,848.9 10,251.2 ... 161,240.8

2003........... 4,818.4 17,206.3 17,370.3 18,690.6 19,622.3 21,680.7 20,675.6 17,941.8 14,540.0 10,811.9 303.6 163,661.5

2004........... 4,837.1 17,448.2 17,783.3 18,315.4 19,346.1 21,577.6 21,039.9 18,489.5 15,330.2 11,273.3 620.7 166,061.3

2005........... 4,854.8 17,598.9 18,269.0 17,900.2 19,307.4 21,262.5 21,359.7 19,063.2 16,191.6 11,665.7 962.6 168,435.6

2006........... 4,864.2 17,727.7 18,757.7 17,645.1 19,312.4 20,784.2 21,604.9 19,630.7 16,723.9 12,379.1 1,352.1 170,782.0

2007........... 4,912.8 17,775.4 19,214.2 17,666.1 19,177.7 20,254.8 21,736.5 20,164.0 17,037.4 13,229.1 1,867.6 173,035.6

2008........... 5,005.5 17,861.4 19,551.1 17,888.3 18,887.7 19,787.0 21,793.4 20,615.3 17,550.1 13,888.4 2,347.9 175,176.1

2009........... 5,110.9 17,948.7 19,751.0 18,257.8 18,497.8 19,501.7 21,702.9 21,015.4 18,129.1 14,649.1 2,310.0 176,874.4

2010........... 5,144.5 18,104.0 19,911.6 18,696.9 18,062.2 19,464.0 21,395.0 21,369.7 18,728.2 15,476.9 2,304.8 178,657.8

1 See Glossary for definition of “Normal retirement age.”
Benefit Payments

24

Sources:

• Historical rates are annual averages from January issues of Employment and Earnings.

• Future rates projected by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A4.—Labor Force Participation Rates

(By age and gender, calendar years 1975-2010)

[Percent]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1

Male

1975 ............. 73.00 85.90 94.80 96.40 96.30 95.20 94.10 90.10 84.40 65.70 65.70

1976 ............. 73.10 86.40 94.60 96.50 96.00 95.00 93.30 89.90 83.60 63.70 63.70

1977 ............. 74.40 86.70 94.80 96.40 96.20 95.30 93.20 89.20 83.20 62.90 62.90

1978 ............. 74.80 87.10 94.90 96.30 96.40 95.10 93.00 89.70 82.90 62.00 62.00

1979 ............. 73.90 87.60 95.00 96.20 96.40 95.30 93.40 89.60 82.20 61.80 61.80

1980 ............. 73.20 87.00 94.70 96.20 96.00 95.10 93.30 89.30 81.90 61.00 61.00

1981 ............. 72.50 86.50 94.30 95.90 96.00 94.90 93.40 89.60 81.30 58.70 58.70

1982 ............. 69.70 86.00 94.20 95.60 95.90 94.70 92.80 89.70 81.90 57.20 57.20

1983 ............. 70.27 85.80 93.87 94.92 95.69 94.86 93.32 89.03 80.74 56.90 56.90

1984 ............. 69.82 86.06 93.90 95.16 95.72 95.14 93.31 88.94 80.22 56.02 56.02

1985 ............. 70.45 86.09 94.16 95.64 95.43 94.75 93.33 88.62 79.58 55.63 55.63

1986 ............. 69.86 86.86 94.40 95.19 95.22 94.45 92.90 88.93 79.04 54.88 54.88

1987 ............. 69.01 86.30 94.23 95.29 95.00 94.34 92.86 88.38 79.73 54.90 54.90

1988 ............. 69.60 86.09 93.99 95.00 94.87 94.28 93.03 88.42 79.33 54.34 54.34

1989 ............. 70.44 86.26 93.99 95.25 94.78 94.37 92.69 89.22 79.47 54.86 54.86

1990 ............. 68.39 85.39 93.96 94.73 94.89 93.99 92.28 88.87 79.88 55.58 55.58

1991 ............. 66.64 84.54 93.58 94.16 94.48 93.91 92.24 88.43 79.09 54.79 54.79

1992 ............. 67.08 84.24 93.36 94.58 94.20 93.32 92.13 88.95 78.99 54.71 54.71

1993 ............. 66.20 84.10 93.20 93.97 93.82 93.12 91.68 88.05 78.24 54.06 54.06

1994 ............. 66.06 83.90 92.21 93.27 92.96 92.74 91.01 86.73 76.94 52.74 52.74

1995 ............. 67.15 83.90 92.55 93.74 92.60 92.11 90.72 86.42 77.37 53.15 53.15

1996 ............. 66.10 83.28 93.14 93.54 92.87 92.04 90.80 86.94 77.86 54.29 54.29

1997 ............. 64.78 83.28 92.70 93.56 93.17 92.06 90.83 87.86 78.67 54.51 54.51

1998 ............. 65.21 82.74 92.96 93.74 93.14 92.25 90.82 87.29 78.40 55.43 55.43

1999 ............. 65.13 82.68 92.94 93.90 93.41 92.32 90.37 86.97 78.38 54.82 54.82

2000 ............. 65.83 83.41 92.76 94.18 93.28 91.85 90.23 86.99 76.95 55.01 55.01

2001 ............. 65.06 83.95 92.90 93.61 93.05 91.43 90.16 87.25 77.56 54.06 54.06

2002 ............. 65.07 84.01 93.02 93.67 93.22 91.51 90.10 87.10 77.90 54.88 54.88

2003 ............. 64.95 83.93 93.00 93.56 93.26 91.41 89.93 86.76 78.19 55.69 55.69

2004 ............. 64.87 83.86 92.98 93.47 93.21 91.37 89.78 86.47 77.93 55.81 55.81

2005 ............. 64.82 83.81 92.97 93.40 93.16 91.34 89.67 86.23 78.07 55.05 55.05

2006 ............. 64.76 83.76 92.95 93.35 93.13 91.29 89.60 86.00 77.87 54.34 54.34

2007 ............. 64.70 83.70 92.91 93.35 93.04 91.30 89.50 85.79 77.64 54.77 54.77

2008 ............. 64.66 83.66 92.88 93.37 92.94 91.34 89.38 85.62 77.37 55.25 55.25

2009 ............. 64.66 83.63 92.86 93.42 92.87 91.29 89.33 85.48 77.12 55.00 55.00

2010 ............. 64.63 83.64 92.86 93.39 92.77 91.23 89.34 85.45 76.96 54.71 54.71

Female

1975 ............. 58.30 64.30 57.10 51.70 54.90 56.80 55.90 53.30 47.90 33.30 33.30

1976 ............. 59.20 65.20 59.30 54.60 57.20 58.50 57.00 53.10 48.10 33.10 33.10

1977 ............. 60.60 66.70 61.80 56.90 59.50 59.70 57.90 53.70 48.00 32.90 32.90

1978 ............. 62.30 68.50 64.30 59.80 60.90 62.50 59.80 54.50 48.60 33.10 33.10

1979 ............. 63.10 69.30 65.80 61.80 63.40 63.90 60.40 56.50 48.70 33.90 33.90

1980 ............. 62.30 69.20 66.80 64.10 64.90 66.10 62.10 57.80 48.60 33.30 33.30

1981 ............. 61.30 69.80 67.70 65.90 66.40 67.40 64.20 58.20 49.40 32.70 32.70

1982 ............. 61.40 70.10 69.10 66.90 67.40 68.60 65.30 58.00 49.60 33.40 33.40

1983 ............. 60.94 70.16 69.97 68.09 68.24 69.27 65.33 58.53 48.78 33.80 33.80

1984 ............. 61.98 70.69 70.54 69.16 70.20 70.06 66.25 59.38 49.84 33.37 33.37

1985 ............. 61.93 72.09 71.52 70.40 71.71 71.84 67.76 60.84 50.32 33.41 33.41

1986 ............. 62.47 72.64 72.46 71.01 73.03 73.22 69.53 62.03 51.34 33.18 33.18

1987 ............. 62.44 73.27 73.42 71.61 73.98 75.14 70.66 63.15 52.17 33.16 33.16

1988 ............. 63.09 72.97 73.72 71.98 74.56 75.88 72.55 64.79 53.29 33.81 33.81

1989 ............. 62.67 72.65 74.08 73.17 74.99 77.15 74.34 65.90 54.79 35.63 35.63

1990 ............. 60.45 71.55 73.74 73.43 75.46 77.47 74.72 66.88 55.29 35.51 35.51

1991 ............. 59.63 70.35 73.36 73.06 75.56 77.63 75.35 67.80 55.67 35.10 35.10

1992 ............. 58.92 71.12 74.26 73.73 75.54 78.06 75.75 68.68 56.77 36.43 36.43

1993 ............. 60.37 71.14 73.69 73.35 75.35 77.93 76.42 69.80 57.09 37.03 37.03

1994 ............. 60.26 71.26 74.46 73.76 76.00 78.29 77.64 70.66 59.18 37.81 37.81

1995 ............. 61.74 70.56 74.97 75.08 76.35 78.12 77.24 70.74 59.49 38.00 38.00

1996 ............. 60.15 71.54 75.94 74.76 76.54 78.62 78.03 71.86 59.80 38.15 38.15

1997 ............. 61.41 72.91 77.43 74.93 76.63 78.91 78.08 73.49 60.73 39.49 39.49

1998 ............. 62.83 73.21 77.40 75.45 75.57 78.60 78.81 72.98 61.28 39.12 39.12

1999 ............. 61.14 73.46 77.00 75.96 76.20 78.23 78.93 74.00 61.83 38.82 38.82

2000 ............. 61.19 73.73 77.58 75.54 76.18 78.63 78.92 74.16 61.34 40.02 40.02

2001 ............. 61.05 74.64 78.15 74.89 76.56 78.12 78.28 73.94 61.38 41.15 41.15

2002 ............. 60.96 74.45 78.24 75.62 76.50 77.94 78.41 74.23 62.17 40.92 40.92

2003 ............. 60.80 73.96 78.18 76.14 76.35 77.60 78.25 74.29 62.88 40.32 40.32

2004 ............. 60.64 73.80 78.12 76.55 76.12 77.34 78.03 74.21 63.11 39.72 39.72

2005 ............. 60.53 73.72 78.20 76.79 75.78 77.37 77.81 73.97 63.47 38.96 38.96

2006 ............. 60.43 73.70 78.25 76.95 75.76 77.40 77.64 73.72 63.37 38.69 38.69

2007 ............. 60.33 73.67 78.28 76.98 76.01 77.43 77.34 73.50 63.23 39.27 39.27

2008 ............. 60.22 73.62 78.24 76.89 76.54 77.35 77.07 73.40 63.12 39.80 39.80

2009 ............. 60.14 73.60 78.20 76.85 76.95 77.15 76.87 73.21 62.98 39.71 39.71

2010 ............. 60.08 73.62 78.21 76.92 77.27 77.13 76.93 73.14 62.87 39.37 39.37

1 See Glossary for definition of “Normal retirement age.”
DI Numbers

25

Sources:

• Historical rates computed by dividing number insured for disability by number fully insured.

• Future rates projected by regression on labor force participation rates and time.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A5.—Workers Insured in the Event of Disability as a Percent of Fully Insured

(By age and gender, as of December 31, 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975........... 93.56 88.24 88.74 89.46 90.99 91.49 90.87 90.05 89.22 89.33 ... 89.86

1976........... 91.67 86.77 89.45 87.49 89.55 91.85 90.69 90.37 89.19 90.32 ... 89.35

1977........... 91.94 86.56 88.76 88.05 89.29 90.74 90.93 89.97 90.55 88.37 ... 89.12

1978........... 93.93 90.05 88.56 87.53 89.89 90.37 90.87 90.37 89.65 90.07 ... 89.79

1979........... 96.30 93.12 89.34 87.19 89.27 91.38 90.38 90.16 90.22 87.61 ... 90.31

1980........... 96.92 93.97 90.39 86.66 89.16 90.51 90.20 90.53 89.62 84.00 ... 90.16

1981........... 95.73 92.33 91.50 88.39 87.77 89.43 91.05 90.09 90.67 85.23 ... 90.15

1982........... 94.71 90.72 91.42 88.70 89.05 89.47 90.31 90.16 91.20 87.46 ... 90.14

1983........... 93.94 90.02 91.21 88.46 88.48 90.08 89.86 89.97 91.46 85.31 ... 89.71

1984........... 93.82 90.54 91.22 88.98 88.31 89.78 90.51 89.66 90.56 87.75 ... 89.91

1985........... 95.46 91.95 91.55 89.60 87.91 89.90 90.28 89.90 90.46 86.96 ... 90.18

1986........... 95.76 92.51 91.47 90.23 89.48 88.26 88.89 90.50 89.54 87.51 ... 90.27

1987........... 95.01 92.54 91.59 90.01 89.24 89.29 88.54 89.30 89.13 86.99 ... 90.11

1988........... 94.79 93.23 91.49 90.03 89.25 89.01 89.46 88.80 88.96 87.50 ... 90.20

1989........... 94.99 93.13 91.03 89.79 89.59 89.00 89.29 89.61 88.76 86.18 ... 90.07

1990........... 94.39 92.91 90.87 89.68 89.98 88.76 89.58 89.61 89.06 85.34 ... 89.98

1991........... 93.16 91.78 91.16 89.37 90.55 90.21 88.77 88.56 89.88 84.71 ... 89.90

1992........... 91.76 90.33 91.53 90.09 90.79 90.24 90.09 88.97 89.11 85.58 ... 90.04

1993........... 92.24 90.26 91.63 90.80 91.12 90.34 90.10 89.96 89.01 85.34 ... 90.27

1994........... 93.22 91.33 91.06 91.26 91.20 90.91 90.26 89.96 89.57 86.40 ... 90.61

1995........... 94.18 91.88 90.82 91.20 91.63 91.48 90.10 90.07 89.57 85.56 ... 90.73

1996........... 94.95 91.90 90.87 91.16 91.71 91.89 90.72 90.25 88.67 86.91 ... 90.92

1997........... 95.08 92.33 90.82 91.08 91.65 91.74 90.53 90.67 89.33 85.48 ... 90.88

1998........... 95.01 92.25 90.74 90.74 91.80 91.53 90.50 90.66 89.84 86.30 ... 90.90

1999........... 95.01 92.35 91.32 90.66 90.34 90.43 90.42 89.89 88.62 85.96 ... 90.40

2000........... 95.21 93.40 91.43 90.50 90.80 91.24 90.58 90.10 89.28 86.05 ... 90.77

2001........... 95.10 93.99 91.59 90.86 90.84 91.35 90.46 89.92 88.77 85.83 ... 90.80

2002........... 95.17 94.16 91.65 90.83 90.51 91.20 90.42 89.94 88.58 86.01 ... 90.74

2003........... 95.22 94.23 91.73 90.90 90.27 91.12 90.41 89.97 88.38 86.22 81.27 90.69

2004........... 95.28 94.29 91.78 90.92 90.19 90.99 90.40 90.00 88.30 86.20 81.20 90.63

2005........... 95.35 94.35 91.84 90.91 90.10 90.82 90.36 90.00 88.09 85.94 81.00 90.54

2006........... 95.41 94.38 91.87 90.89 89.99 90.68 90.30 90.01 88.03 85.80 81.00 90.45

2007........... 95.48 94.41 91.91 90.84 89.98 90.43 90.26 90.00 88.03 85.96 81.00 90.38

2008........... 95.55 94.43 91.94 90.78 89.97 90.13 90.23 89.99 88.01 86.08 81.00 90.31

2009........... 95.63 94.47 91.96 90.70 89.89 89.97 90.15 89.97 87.99 86.01 81.00 90.25

2010........... 95.70 94.51 91.99 90.67 89.86 89.82 90.03 89.94 87.94 85.78 81.00 90.18

Female

1975........... 92.86 77.63 65.14 52.37 53.24 60.99 67.11 69.59 71.31 68.60 ... 66.75

1976........... 91.11 77.00 67.76 53.20 53.71 62.43 68.22 70.15 71.88 68.74 ... 67.34

1977........... 91.53 77.67 69.06 55.85 55.17 62.74 69.95 71.08 73.16 68.21 ... 68.36

1978........... 93.53 81.97 70.96 57.99 56.70 64.52 71.28 72.66 72.99 69.86 ... 70.46

1979........... 97.30 86.30 73.69 60.68 58.61 66.59 72.82 74.71 74.36 68.58 ... 72.83

1980........... 96.40 87.38 75.90 62.48 60.73 68.03 73.04 75.18 73.94 65.52 ... 73.59

1981........... 95.31 86.49 78.29 66.34 62.37 69.38 75.07 76.69 75.80 68.76 ... 75.01

1982........... 94.30 84.97 79.49 68.76 66.39 71.99 76.16 79.00 77.62 72.09 ... 76.32

1983........... 93.75 83.54 80.37 70.35 68.18 73.27 77.97 79.91 79.01 70.52 ... 76.73

1984........... 93.81 84.37 80.39 72.20 69.79 74.40 79.01 80.60 79.73 72.88 ... 77.61

1985........... 95.45 86.68 81.06 73.70 70.79 75.50 79.99 81.12 80.46 73.13 ... 78.65

1986........... 95.73 88.13 81.95 74.80 72.64 75.27 80.01 82.05 80.88 74.17 ... 79.49

1987........... 95.36 88.46 82.97 75.39 73.11 76.43 80.69 81.42 81.95 74.61 ... 80.01

1988........... 95.28 89.19 83.05 76.45 73.80 77.04 81.35 82.55 82.39 75.63 ... 80.61

1989........... 95.09 89.62 83.61 76.84 75.07 77.66 81.97 83.52 83.05 75.51 ... 81.15

1990........... 94.60 89.59 84.25 77.45 75.99 78.30 82.58 84.24 83.34 75.23 ... 81.55

1991........... 94.03 87.93 85.00 78.40 76.88 80.05 82.19 84.22 84.38 76.54 ... 81.97

1992........... 92.91 86.73 85.55 79.70 77.74 80.41 83.75 85.21 84.15 78.65 ... 82.53

1993........... 92.70 86.83 85.69 80.28 78.93 80.89 84.01 85.79 85.18 78.55 ... 82.98

1994........... 94.11 87.56 85.79 81.18 79.39 81.53 84.52 86.24 85.46 79.86 ... 83.56

1995........... 94.84 88.00 85.84 81.58 79.97 81.92 84.86 86.44 85.97 79.59 ... 83.92

1996........... 95.36 88.72 86.29 81.97 80.44 82.17 85.48 86.50 86.12 80.79 ... 84.41

1997........... 95.38 89.97 85.99 82.17 80.93 82.17 85.27 86.81 86.72 78.95 ... 84.56

1998........... 95.54 90.05 86.58 82.33 80.99 82.55 85.10 86.59 86.42 80.08 ... 84.77

1999........... 94.77 90.11 87.14 83.31 82.21 83.54 86.43 87.99 87.60 80.80 ... 85.70

2000........... 94.86 90.29 87.56 83.79 82.57 83.70 86.24 87.89 87.38 81.45 ... 85.91

2001........... 94.81 90.71 87.91 84.23 83.05 84.13 86.68 88.44 87.86 81.86 ... 86.37

2002........... 94.78 90.71 88.17 84.63 83.48 84.43 86.82 88.60 88.06 82.15 ... 86.63

2003........... 94.70 90.61 88.38 85.00 83.91 84.76 87.10 88.94 88.41 82.38 76.00 86.90

2004........... 94.61 90.62 88.58 85.36 84.31 85.06 87.29 89.17 88.60 82.48 76.00 87.12

2005........... 94.56 90.67 88.78 85.71 84.70 85.36 87.51 89.44 88.79 82.43 75.63 87.33

2006........... 94.51 90.75 88.97 86.05 85.07 85.65 87.71 89.66 88.87 82.57 75.54 87.52

2007........... 94.45 90.82 89.15 86.36 85.40 85.93 87.90 89.84 88.98 82.95 76.00 87.70

2008........... 94.39 90.88 89.31 86.66 85.71 86.19 88.08 90.00 89.08 83.04 76.00 87.84

2009........... 94.35 90.96 89.47 86.95 86.01 86.44 88.27 90.10 89.15 82.95 76.00 87.99

2010........... 94.32 91.05 89.63 87.22 86.31 86.68 88.46 90.17 89.20 82.75 76.00 88.11

1 See Glossary for definition of “Normal retirement age.”
26

Benefit Payments

Sources:

• Historical figures supplied by the Office of Research, Evaluation and Statistics.

• Future figures computed by applying a) projected rates of disability insured as a percent of fully insured, to b) projected fully insured workers.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A6.—Workers Insured in the Event of Disability

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975 ........... 3,003.5 8,273.6 8,191.0 6,399.7 5,319.9 4,910.9 5,036.8 4,977.1 4,389.0 3,821.5 ... 54,323.0

1980 ........... 3,586.3 9,606.5 9,218.0 8,068.2 6,347.7 5,238.3 4,733.3 4,832.9 4,672.1 3,836.7 ... 60,140.0

1985 ........... 2,219.2 8,649.9 9,951.9 9,168.8 8,104.8 6,318.9 5,124.3 4,560.7 4,569.9 4,227.2 ... 62,895.6

1990 ........... 2,424.3 8,038.6 9,748.6 9,909.4 9,156.8 8,069.7 6,175.3 4,941.1 4,318.5 4,115.6 ... 66,897.9

1991 ........... 2,144.9 7,907.4 9,548.7 9,985.3 9,435.3 8,309.4 6,552.9 5,064.2 4,379.8 4,051.6 ... 67,379.5

1992 ........... 1,906.1 7,643.9 9,296.2 10,094.6 9,691.2 8,431.8 6,981.6 5,363.2 4,425.1 4,003.4 ... 67,837.1

1993 ........... 1,805.5 7,426.0 9,042.2 10,176.8 9,892.2 8,649.9 7,287.3 5,664.7 4,532.0 3,958.8 ... 68,435.4

1994 ........... 1,829.1 7,263.0 8,824.1 10,155.5 10,027.7 8,944.2 7,650.7 5,878.3 4,632.3 3,945.5 ... 69,150.4

1995 ........... 1,956.9 7,079.0 8,774.2 9,971.0 10,186.0 9,243.9 8,019.6 6,053.5 4,737.4 3,957.2 ... 69,978.7

1996 ........... 2,067.5 6,948.3 8,746.8 9,719.5 10,272.1 9,509.0 8,251.5 6,434.9 4,862.9 4,002.7 ... 70,815.2

1997 ........... 2,139.0 6,986.9 8,647.3 9,437.7 10,295.8 9,716.3 8,335.9 6,842.7 5,145.6 4,043.7 ... 71,590.9

1998 ........... 2,244.9 7,070.5 8,490.6 9,165.2 10,319.7 9,869.2 8,527.3 7,131.6 5,428.2 4,122.6 ... 72,369.8

1999 ........... 2,305.9 7,245.1 8,333.1 9,006.5 10,093.6 9,900.0 8,755.3 7,417.1 5,561.8 4,213.7 ... 72,832.1

2000 ........... 2,354.8 7,542.1 8,114.5 8,942.9 9,990.1 10,105.8 9,020.6 7,815.0 5,775.0 4,294.2 ... 73,955.0

2001 ........... 2,375.6 7,838.3 7,978.9 8,953.4 9,754.7 10,201.9 9,256.5 8,009.7 6,074.7 4,436.8 ... 74,880.4

2002 ........... 2,372.2 8,091.5 7,988.3 8,852.8 9,447.7 10,225.9 9,480.7 8,114.0 6,452.8 4,676.9 ... 75,702.7

2003 ........... 2,362.3 8,297.3 8,111.9 8,702.8 9,177.6 10,228.3 9,663.0 8,316.8 6,724.7 4,935.9 129.7 76,650.3

2004 ........... 2,372.1 8,412.9 8,309.1 8,503.2 9,013.4 10,158.8 9,808.8 8,551.8 7,048.3 5,126.4 264.6 77,569.4

2005 ........... 2,381.4 8,487.3 8,545.1 8,284.7 8,956.2 9,989.4 9,929.5 8,800.6 7,389.2 5,271.3 408.6 78,443.3

2006 ........... 2,387.1 8,549.3 8,783.9 8,144.4 8,916.5 9,736.4 10,016.3 9,050.3 7,582.4 5,563.9 572.9 79,303.3

2007 ........... 2,412.7 8,571.2 9,006.2 8,143.7 8,818.2 9,439.7 10,058.3 9,281.2 7,682.2 5,932.2 790.3 80,136.0

2008 ........... 2,459.7 8,612.6 9,185.4 8,236.0 8,659.1 9,166.4 10,069.1 9,468.2 7,876.4 6,208.4 990.1 80,931.4

2009 ........... 2,512.8 8,656.5 9,299.5 8,397.4 8,450.2 8,992.4 10,006.5 9,624.0 8,106.4 6,516.3 969.4 81,531.4

2010 ........... 2,530.9 8,734.0 9,388.6 8,597.3 8,234.0 8,929.0 9,841.6 9,755.9 8,347.8 6,836.0 963.2 82,158.4

Female

1975 ........... 1,944.5 5,870.4 5,098.3 2,913.1 2,289.9 2,360.3 2,725.6 2,914.8 2,645.8 2,219.3 ... 30,982.0

1980 ........... 2,754.8 7,803.8 6,885.5 4,928.5 3,440.6 3,028.4 2,894.2 3,055.0 2,997.1 2,400.8 ... 40,188.7

1985 ........... 1,886.2 7,218.4 8,024.5 6,681.7 5,578.2 4,341.7 3,622.2 3,219.4 3,192.7 2,911.1 ... 46,676.1

1990 ........... 2,116.3 6,984.4 8,205.6 7,781.7 6,941.8 6,269.2 4,815.6 3,817.6 3,250.2 3,000.3 ... 53,182.7

1991 ........... 1,902.0 6,880.8 8,071.2 7,960.3 7,217.3 6,580.5 5,189.6 4,010.4 3,319.8 3,018.5 ... 54,150.4

1992 ........... 1,749.2 6,651.5 7,892.0 8,109.0 7,486.8 6,770.9 5,628.4 4,319.3 3,397.5 3,041.4 ... 55,046.0

1993 ........... 1,655.5 6,519.3 7,715.4 8,164.6 7,753.6 7,022.3 5,974.3 4,596.5 3,560.7 3,032.5 ... 55,994.7

1994 ........... 1,685.3 6,375.9 7,608.7 8,202.1 7,928.9 7,289.4 6,378.3 4,845.2 3,677.7 3,063.4 ... 57,054.9

1995 ........... 1,806.4 6,295.2 7,634.5 8,097.1 8,105.0 7,543.5 6,803.3 5,041.8 3,833.6 3,093.7 ... 58,254.1

1996 ........... 1,953.2 6,258.1 7,693.0 7,945.8 8,234.4 7,768.9 7,076.9 5,404.3 4,026.0 3,139.4 ... 59,500.0

1997 ........... 2,020.7 6,405.3 7,646.0 7,774.5 8,324.5 7,969.0 7,204.5 5,809.1 4,294.6 3,190.3 ... 60,638.5

1998 ........... 2,131.0 6,555.8 7,613.2 7,637.3 8,353.6 8,167.1 7,397.8 6,123.6 4,541.3 3,305.8 ... 61,826.5

1999 ........... 2,155.2 6,747.1 7,534.3 7,645.1 8,433.0 8,417.2 7,742.7 6,589.9 4,822.5 3,448.1 ... 63,535.2

2000 ........... 2,200.8 6,972.5 7,419.2 7,706.1 8,344.6 8,571.1 7,965.6 6,982.8 5,003.1 3,577.0 ... 64,742.7

2001 ........... 2,226.5 7,222.2 7,356.2 7,783.3 8,209.0 8,718.9 8,244.3 7,285.1 5,366.6 3,735.0 ... 66,147.3

2002 ........... 2,224.0 7,436.6 7,399.3 7,803.2 8,057.9 8,805.5 8,483.7 7,463.8 5,780.6 3,954.6 ... 67,409.2

2003 ........... 2,213.5 7,612.1 7,535.7 7,748.8 7,934.0 8,861.5 8,699.1 7,735.8 6,128.2 4,191.1 109.5 68,769.4

2004 ........... 2,221.0 7,726.8 7,733.4 7,650.2 7,884.8 8,856.6 8,894.2 8,013.9 6,510.0 4,392.9 224.1 70,107.8

2005 ........... 2,228.9 7,800.8 7,958.7 7,531.4 7,933.9 8,761.5 9,075.8 8,304.6 6,928.9 4,560.2 346.5 71,431.1

2006 ........... 2,232.6 7,867.6 8,182.7 7,472.1 7,999.7 8,605.8 9,220.5 8,585.9 7,208.0 4,867.0 487.1 72,729.0

2007 ........... 2,253.5 7,897.9 8,393.9 7,514.3 8,008.6 8,435.4 9,310.7 8,851.4 7,395.2 5,249.0 677.9 73,987.7

2008 ........... 2,294.9 7,943.6 8,537.9 7,639.9 7,939.7 8,288.6 9,366.3 9,084.6 7,661.6 5,543.7 855.5 75,156.3

2009 ........... 2,343.0 7,990.7 8,623.5 7,824.7 7,824.9 8,217.1 9,358.7 9,297.7 7,948.3 5,867.1 846.0 76,141.8

2010 ........... 2,357.9 8,069.5 8,699.1 8,037.2 7,681.2 8,254.5 9,255.5 9,488.6 8,238.4 6,212.0 847.9 77,141.9

Total

1975 ........... 4,948.0 14,144.0 13,289.3 9,312.8 7,609.8 7,271.2 7,762.4 7,891.9 7,034.8 6,040.8 ... 85,305.0

1980 ........... 6,341.1 17,410.3 16,103.5 12,996.7 9,788.3 8,266.7 7,627.5 7,887.9 7,669.2 6,237.5 ... 100,328.7

1985 ........... 4,105.4 15,868.3 17,976.4 15,850.5 13,683.0 10,660.6 8,746.5 7,780.1 7,762.6 7,138.3 ... 109,571.7

1990 ........... 4,540.6 15,023.0 17,954.2 17,691.1 16,098.6 14,338.9 10,990.9 8,758.7 7,568.7 7,115.9 ... 120,080.6

1991 ........... 4,046.9 14,788.2 17,619.9 17,945.6 16,652.6 14,889.9 11,742.5 9,074.6 7,699.6 7,070.1 ... 121,529.9

1992 ........... 3,655.3 14,295.4 17,188.2 18,203.6 17,178.0 15,202.7 12,610.0 9,682.5 7,822.6 7,044.8 ... 122,883.1

1993 ........... 3,461.0 13,945.3 16,757.6 18,341.4 17,645.8 15,672.2 13,261.6 10,261.2 8,092.7 6,991.3 ... 124,430.1

1994 ........... 3,514.4 13,638.9 16,432.8 18,357.6 17,956.6 16,233.6 14,029.0 10,723.5 8,310.0 7,008.9 ... 126,205.3

1995 ........... 3,763.3 13,374.2 16,408.7 18,068.1 18,291.0 16,787.4 14,822.9 11,095.3 8,571.0 7,050.9 ... 128,232.8

1996 ........... 4,020.7 13,206.4 16,439.8 17,665.3 18,506.5 17,277.9 15,328.4 11,839.2 8,888.9 7,142.1 ... 130,315.2

1997 ........... 4,159.7 13,392.2 16,293.3 17,212.2 18,620.3 17,685.3 15,540.4 12,651.8 9,440.2 7,234.0 ... 132,229.4

1998 ........... 4,375.9 13,626.3 16,103.8 16,802.5 18,673.3 18,036.3 15,925.1 13,255.2 9,969.5 7,428.4 ... 134,196.3

1999 ........... 4,461.1 13,992.2 15,867.5 16,651.7 18,526.6 18,317.2 16,498.0 14,006.9 10,384.3 7,661.8 ... 136,367.4

2000 ........... 4,555.6 14,514.5 15,533.7 16,649.0 18,334.8 18,676.9 16,986.1 14,797.7 10,778.1 7,871.2 ... 138,697.7

2001 ........... 4,602.1 15,060.5 15,335.1 16,736.7 17,963.7 18,920.8 17,500.8 15,294.9 11,441.3 8,171.8 ... 141,027.7

2002 ........... 4,596.2 15,528.1 15,387.6 16,656.0 17,505.7 19,031.5 17,964.4 15,577.8 12,233.4 8,631.5 ... 143,111.9

2003 ........... 4,575.8 15,909.4 15,647.6 16,451.7 17,111.6 19,089.8 18,362.2 16,052.5 12,852.9 9,126.9 239.2 145,419.7

2004 ........... 4,593.1 16,139.6 16,042.5 16,153.4 16,898.2 19,015.4 18,703.0 16,565.7 13,558.3 9,519.4 488.7 147,677.3

2005 ........... 4,610.3 16,288.0 16,503.8 15,816.0 16,890.2 18,751.0 19,005.3 17,105.2 14,318.1 9,831.5 755.1 149,874.4

2006 ........... 4,619.7 16,416.9 16,966.6 15,616.5 16,916.1 18,342.3 19,236.8 17,636.2 14,790.4 10,430.9 1,060.0 152,032.2

2007 ........... 4,666.3 16,469.1 17,400.0 15,658.0 16,826.8 17,875.0 19,369.0 18,132.6 15,077.4 11,181.2 1,468.2 154,123.7

2008 ........... 4,754.6 16,556.3 17,723.3 15,875.9 16,598.9 17,455.0 19,435.3 18,552.8 15,538.0 11,752.1 1,845.5 156,087.7

2009 ........... 4,855.8 16,647.3 17,923.0 16,222.1 16,275.0 17,209.5 19,365.2 18,921.8 16,054.8 12,383.4 1,815.4 157,673.3

2010 ........... 4,888.8 16,803.5 18,087.8 16,634.5 15,915.2 17,183.5 19,097.1 19,244.5 16,586.3 13,048.0 1,811.1 159,300.3

1 See Glossary for definition of “Normal retirement age.”
DI Numbers

27

Sources:

• Historical figures from SSA administrative records.

• Projected figures computed as beginning of year in force plus awards minus total terminations.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A7.—DI Disabled Workers With Benefits In Force

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975........... 1.3 23.7 54.5 58.7 70.0 107.1 166.3 272.5 398.9 568.7 ... 1,721.8

1980........... 1.1 21.9 58.5 89.4 96.9 116.1 172.4 277.6 463.9 637.1 ... 1,934.9

1985........... .5 20.2 63.7 98.5 126.1 133.4 155.7 231.9 385.1 587.4 ... 1,802.4

1990........... .9 20.0 71.9 132.5 174.0 207.4 214.2 255.0 376.5 545.5 ... 1,997.9

1991........... 1.0 22.4 74.4 140.9 189.5 227.0 236.0 272.9 387.7 547.6 ... 2,099.3

1992........... 1.0 26.6 80.7 152.9 211.5 248.1 266.2 300.7 406.4 557.9 ... 2,252.1

1993........... 1.0 28.2 85.0 162.7 229.9 269.9 294.0 328.8 428.0 563.8 ... 2,391.3

1994........... .9 27.3 85.2 167.3 242.9 288.2 322.7 354.1 445.5 578.3 ... 2,512.3

1995........... .8 24.3 83.9 165.7 250.8 304.9 352.2 376.0 465.6 592.8 ... 2,617.1

1996........... .8 21.3 81.1 160.5 254.7 319.0 372.5 403.1 487.3 604.0 ... 2,704.2

1997........... .7 19.5 74.7 148.4 245.0 320.1 372.0 424.5 509.3 611.3 ... 2,725.6

1998........... .8 19.2 70.1 141.5 243.1 330.3 384.8 448.8 536.0 627.0 ... 2,801.6

1999........... .8 20.1 65.7 133.3 239.6 337.0 397.9 476.5 558.6 637.9 ... 2,867.5

2000........... .9 22.0 61.8 126.8 230.2 339.4 409.8 504.0 576.9 651.9 ... 2,923.7

2001........... .9 24.2 60.2 122.2 221.0 340.8 422.6 521.9 606.6 677.8 ... 2,998.2

2002........... .9 25.9 61.1 118.4 212.0 339.5 436.3 530.1 642.3 715.6 ... 3,082.0

2003........... .9 27.4 63.7 114.6 203.5 337.7 447.6 543.8 672.2 757.7 22.6 3,192.0

2004........... .9 28.2 67.0 111.1 195.4 334.3 455.8 559.8 710.0 795.7 46.7 3,304.9

2005........... .9 28.6 70.5 107.4 191.1 327.0 462.3 578.4 752.1 829.2 73.9 3,421.5

2006........... .9 28.9 74.1 105.5 187.9 317.2 466.2 596.8 777.1 878.6 105.3 3,538.4

2007........... .9 29.1 77.2 106.5 184.5 306.7 466.6 615.1 787.8 933.4 146.2 3,653.8

2008........... 1.0 29.3 79.8 109.5 180.4 296.4 466.0 630.6 808.6 977.3 185.5 3,764.3

2009........... 1.0 29.5 81.5 113.5 175.9 287.7 463.1 643.0 833.5 1,033.3 181.6 3,843.8

2010........... 1.0 29.9 82.8 118.2 171.2 284.1 455.9 654.4 862.8 1,096.3 181.3 3,937.9

Female

1975........... .3 7.7 18.0 21.9 25.8 41.1 70.4 127.1 199.1 270.3 ... 781.7

1980........... .4 7.9 24.2 36.2 40.5 49.4 76.7 134.4 237.3 326.3 ... 933.4

1985........... .2 8.0 25.9 43.8 55.4 60.9 72.8 113.0 195.9 302.2 ... 877.9

1990........... .4 9.3 33.7 62.7 86.9 105.2 117.1 142.7 207.9 290.7 ... 1,056.5

1991........... .5 11.0 35.8 68.5 97.3 118.6 133.2 158.1 220.5 296.8 ... 1,140.5

1992........... .6 13.9 40.7 76.7 110.5 135.1 154.6 181.8 238.4 309.6 ... 1,261.9

1993........... .6 15.4 44.7 84.7 123.8 152.1 175.6 206.0 259.6 321.1 ... 1,383.5

1994........... .5 15.3 46.6 91.5 135.6 169.6 198.7 230.6 280.4 337.9 ... 1,506.8

1995........... .5 14.2 48.3 95.5 146.6 188.0 224.4 255.2 306.0 357.8 ... 1,636.3

1996........... .5 12.8 49.0 97.0 155.6 205.5 246.3 284.4 334.3 377.7 ... 1,763.0

1997........... .5 12.0 47.7 95.6 158.9 217.3 260.8 311.7 364.3 396.9 ... 1,865.7

1998........... .5 12.2 46.8 94.9 164.6 230.9 279.7 338.3 397.9 422.4 ... 1,988.0

1999........... .5 13.1 45.9 93.0 168.8 243.3 299.7 366.9 429.8 445.3 ... 2,106.3

2000........... .6 14.8 44.8 92.4 169.0 251.8 317.5 395.8 455.0 470.8 ... 2,212.7

2001........... .6 16.2 44.9 93.1 167.6 259.2 334.6 417.8 489.3 503.0 ... 2,326.2

2002........... .6 17.4 46.3 93.4 166.0 264.8 350.4 434.1 526.2 544.2 ... 2,443.4

2003........... .6 18.3 48.6 93.3 163.7 270.2 364.5 453.8 558.2 587.6 16.8 2,575.7

2004........... .6 18.7 51.1 92.6 161.0 273.3 377.0 475.2 596.5 627.5 35.3 2,709.0

2005........... .6 18.9 53.6 91.2 161.6 273.0 388.3 497.8 639.8 661.9 56.9 2,843.6

2006........... .6 19.1 56.0 90.8 163.2 269.9 397.4 519.7 670.5 711.1 81.9 2,980.3

2007........... .6 19.1 58.2 92.3 163.9 266.2 403.8 539.8 690.7 764.9 115.8 3,115.3

2008........... .6 19.2 59.9 95.2 163.7 262.2 409.8 558.2 718.7 810.8 148.9 3,247.1

2009........... .6 19.3 61.0 98.8 162.3 259.1 413.0 575.3 749.6 865.6 147.9 3,352.5

2010........... .6 19.5 61.7 102.7 159.9 260.6 411.8 591.4 782.7 926.4 148.7 3,466.1

Total

1975........... 1.6 31.4 72.5 80.6 95.8 148.3 236.7 399.6 598.1 839.0 ... 2,503.6

1980........... 1.5 29.8 82.6 125.6 137.5 165.6 249.2 411.9 701.3 963.4 ... 2,868.3

1985........... .7 28.2 89.6 142.3 181.5 194.2 228.4 344.9 580.9 889.5 ... 2,680.3

1990........... 1.3 29.4 105.6 195.2 260.9 312.6 331.2 397.7 584.4 836.2 ... 3,054.5

1991........... 1.5 33.4 110.2 209.4 286.8 345.6 369.2 431.0 608.2 844.5 ... 3,239.8

1992........... 1.7 40.5 121.4 229.6 322.0 383.2 420.8 482.5 644.8 867.5 ... 3,514.1

1993........... 1.6 43.7 129.7 247.4 353.7 422.0 469.6 534.7 687.6 884.9 ... 3,774.9

1994........... 1.4 42.6 131.9 258.8 378.5 457.9 521.4 584.7 725.8 916.3 ... 4,019.2

1995........... 1.3 38.5 132.2 261.2 397.4 492.9 576.6 631.2 771.6 950.6 ... 4,253.5

1996........... 1.3 34.1 130.0 257.4 410.4 524.5 618.8 687.4 821.6 981.7 ... 4,467.3

1997........... 1.2 31.5 122.4 243.9 403.9 537.4 632.8 736.2 873.6 1,008.3 ... 4,591.3

1998........... 1.2 31.4 116.9 236.4 407.6 561.2 664.4 787.1 933.9 1,049.4 ... 4,789.6

1999........... 1.3 33.1 111.6 226.2 408.4 580.4 697.6 843.5 988.4 1,083.1 ... 4,973.8

2000........... 1.5 36.8 106.6 219.2 399.2 591.2 727.3 899.8 1,031.9 1,122.8 ... 5,136.4

2001........... 1.5 40.4 105.1 215.3 388.6 600.0 757.2 939.7 1,095.8 1,180.8 ... 5,324.4

2002........... 1.5 43.4 107.4 211.7 378.0 604.3 786.6 964.1 1,168.5 1,259.8 ... 5,525.4

2003........... 1.5 45.7 112.3 208.0 367.2 607.9 812.1 997.7 1,230.5 1,345.4 39.4 5,767.7

2004........... 1.5 46.9 118.1 203.7 356.5 607.6 832.8 1,035.1 1,306.5 1,423.3 82.0 6,013.9

2005........... 1.5 47.6 124.1 198.7 352.7 600.0 850.6 1,076.2 1,392.0 1,491.0 130.8 6,265.1

2006........... 1.5 48.0 130.1 196.3 351.1 587.2 863.6 1,116.4 1,447.6 1,589.7 187.2 6,518.7

2007........... 1.5 48.1 135.4 198.8 348.4 572.8 870.5 1,154.9 1,478.4 1,698.3 262.0 6,769.1

2008........... 1.5 48.4 139.7 204.6 344.1 558.6 875.8 1,188.8 1,527.3 1,788.0 334.4 7,011.4

2009........... 1.6 48.8 142.4 212.3 338.2 546.9 876.1 1,218.4 1,583.2 1,898.9 329.5 7,196.3

2010........... 1.6 49.4 144.5 220.9 331.2 544.6 867.7 1,245.8 1,645.5 2,022.7 330.0 7,403.9

1 See Glossary for definition of “Normal retirement age.”
Benefit Payments

28

Sources:

• Age-specific and gross rates computed as the ratio of annual awards, to exposure of the disability insured population not receiving benefits.

• Total adjusted rate by sex computed as the ratio of total age-adjusted awards, to total exposure of the disability insured population not receiving benefits as of calendar year 1998

(standard population).

• Total adjusted rate for male and female combined computed as the ratio of total age-sex-adjusted awards, to total combined exposure of the disability insured population not

receiving benefits as of calendar year 1998 (standard population).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A8.—DI Disabled Worker Incidence Rates

(Awards per thousand exposed, by age and gender, calendar years awarded 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1

Total

Gross Adjusted

Male

1975 ........... 0.48 1.60 2.11 2.61 3.50 5.27 7.93 13.41 22.94 32.69 33.11 7.79 7.72

1980 ........... .32 .82 1.12 1.60 2.51 3.90 6.13 9.99 17.06 21.41 15.18 5.04 5.43

1985 ........... .27 .95 1.57 2.01 2.59 3.64 5.47 9.15 14.38 17.08 10.35 4.63 4.93

1990 ........... .40 1.09 1.75 2.40 3.01 3.75 5.15 8.39 14.83 17.59 9.96 4.70 5.04

1991 ........... .52 1.25 2.02 2.79 3.48 4.36 5.69 9.36 16.11 19.01 11.05 5.27 5.62

1992 ........... .58 1.62 2.52 3.42 4.26 5.13 6.52 10.42 17.97 21.26 12.08 6.14 6.48

1993 ........... .60 1.50 2.39 3.35 4.12 5.13 6.39 10.08 17.15 20.18 11.52 5.98 6.26

1994 ........... .49 1.33 2.11 3.07 3.93 4.73 6.07 9.72 16.73 19.94 11.47 5.74 5.97

1995 ........... .45 1.19 1.88 2.83 3.69 4.60 5.97 9.56 16.86 20.23 11.01 5.64 5.84

1996 ........... .42 1.08 1.67 2.51 3.34 4.21 5.61 8.97 15.68 18.62 10.15 5.24 5.38

1997 ........... .38 1.03 1.42 2.06 2.77 3.68 4.98 8.15 14.57 17.43 9.72 4.77 4.83

1998 ........... .38 1.05 1.41 1.99 2.71 3.74 5.10 8.24 14.22 17.14 9.37 4.80 4.80

1999 ........... .40 1.13 1.45 1.91 2.73 3.76 5.09 8.13 13.95 17.00 10.01 4.83 4.78

2000 ........... .42 1.26 1.51 1.84 2.66 3.64 4.91 7.93 13.71 16.93 9.60 4.80 4.70

2001 ........... .42 1.25 1.50 1.81 2.63 3.60 4.85 7.87 13.56 17.60 9.64 4.86 4.70

2002 ........... .42 1.26 1.50 1.82 2.65 3.62 4.88 7.90 13.59 18.43 10.47 5.00 4.76

2003 ........... .42 1.26 1.50 1.82 2.64 3.61 4.87 7.88 13.56 19.14 10.90 5.13 4.79

2004 ........... .42 1.26 1.49 1.82 2.62 3.60 4.85 7.85 13.53 19.85 11.02 5.24 4.81

2005 ........... .42 1.26 1.49 1.81 2.61 3.60 4.86 7.87 13.65 20.61 11.12 5.37 4.86

2006 ........... .42 1.26 1.49 1.81 2.61 3.61 4.86 7.87 13.69 20.89 11.07 5.48 4.88

2007 ........... .42 1.27 1.50 1.81 2.62 3.63 4.88 7.91 13.71 20.97 10.87 5.58 4.89

2008 ........... .42 1.28 1.50 1.81 2.64 3.64 4.91 7.96 13.79 21.27 10.10 5.69 4.93

2009 ........... .42 1.28 1.51 1.81 2.65 3.65 4.94 8.00 13.84 21.60 11.41 5.82 4.96

2010 ........... .43 1.30 1.53 1.83 2.67 3.69 5.01 8.12 14.05 21.80 11.53 5.97 5.03

Female

1975 ........... .22 .77 1.26 2.17 3.11 4.91 7.07 11.63 18.86 23.29 20.05 6.19 6.17

1980 ........... .19 .38 .66 1.18 2.08 3.19 4.89 7.50 11.96 13.10 8.80 3.35 3.85

1985 ........... .12 .48 .85 1.33 1.83 2.72 4.08 6.78 9.79 10.49 6.46 3.00 3.35

1990 ........... .22 .60 1.02 1.50 2.10 2.90 4.30 6.90 11.03 11.24 6.45 3.26 3.63

1991 ........... .28 .74 1.18 1.78 2.50 3.36 4.79 7.83 12.45 12.32 7.14 3.75 4.12

1992 ........... .38 1.02 1.56 2.18 3.05 4.05 5.51 8.89 13.94 14.31 8.06 4.48 4.82

1993 ........... .35 .97 1.56 2.21 3.09 4.01 5.55 8.69 13.58 13.71 7.90 4.48 4.75

1994 ........... .32 .87 1.45 2.19 3.06 4.03 5.47 8.86 13.89 14.02 7.36 4.54 4.76

1995 ........... .32 .81 1.38 2.21 3.16 4.18 5.61 9.26 14.70 14.94 8.19 4.75 4.94

1996 ........... .27 .75 1.29 2.12 3.11 4.19 5.61 9.13 14.17 14.29 7.70 4.69 4.82

1997 ........... .26 .71 1.19 1.95 2.87 3.99 5.29 8.55 13.25 13.64 7.31 4.47 4.53

1998 ........... .23 .77 1.24 1.98 2.96 4.10 5.54 8.74 13.45 13.71 7.22 4.64 4.64

1999 ........... .25 .85 1.32 1.90 2.94 4.12 5.50 8.32 13.27 13.86 7.69 4.66 4.60

2000 ........... .30 .95 1.38 1.89 2.87 3.93 5.15 7.93 12.65 13.51 6.70 4.55 4.43

2001 ........... .29 .93 1.35 1.85 2.82 3.86 5.05 7.81 12.41 13.92 7.20 4.57 4.39

2002 ........... .29 .93 1.35 1.85 2.83 3.86 5.05 7.79 12.36 14.46 7.74 4.67 4.41

2003 ........... .29 .93 1.33 1.84 2.79 3.82 5.00 7.70 12.21 14.83 7.94 4.72 4.39

2004 ........... .28 .92 1.31 1.82 2.75 3.78 4.95 7.63 12.12 15.23 7.97 4.78 4.38

2005 ........... .28 .92 1.30 1.81 2.73 3.77 4.93 7.60 12.12 15.62 7.99 4.86 4.38

2006 ........... .28 .92 1.31 1.81 2.74 3.79 4.95 7.63 12.19 15.85 7.99 4.96 4.41

2007 ........... .28 .92 1.30 1.80 2.74 3.78 4.94 7.61 12.14 15.84 7.80 5.02 4.40

2008 ........... .28 .92 1.31 1.80 2.75 3.79 4.96 7.64 12.17 16.04 7.30 5.10 4.42

2009 ........... .28 .92 1.31 1.80 2.75 3.77 4.96 7.64 12.16 16.14 8.18 5.18 4.42

2010 ........... .29 .92 1.31 1.81 2.77 3.79 5.00 7.70 12.26 16.13 8.21 5.27 4.45

Total

1975 ........... .38 1.26 1.78 2.47 3.38 5.16 7.63 12.75 21.40 29.19 28.10 7.21 7.01

1980 ........... .26 .63 .92 1.44 2.36 3.65 5.66 9.03 15.04 18.15 12.65 4.36 4.70

1985 ........... .20 .74 1.25 1.72 2.28 3.27 4.89 8.17 12.47 14.34 8.77 3.93 4.20

1990 ........... .32 .86 1.41 2.00 2.62 3.38 4.78 7.74 13.18 14.86 8.43 4.06 4.39

1991 ........... .40 1.01 1.63 2.34 3.05 3.92 5.29 8.68 14.51 16.10 9.38 4.59 4.93

1992 ........... .48 1.34 2.08 2.87 3.73 4.65 6.07 9.73 16.20 18.19 10.34 5.39 5.71

1993 ........... .48 1.25 2.01 2.84 3.67 4.63 6.01 9.45 15.56 17.32 9.92 5.30 5.56

1994 ........... .41 1.11 1.81 2.68 3.54 4.42 5.80 9.33 15.46 17.30 9.66 5.20 5.41

1995 ........... .39 1.02 1.65 2.55 3.46 4.41 5.80 9.42 15.89 17.87 9.74 5.24 5.42

1996 ........... .35 .92 1.49 2.33 3.24 4.20 5.61 9.04 14.99 16.68 9.04 4.99 5.12

1997 ........... .33 .88 1.31 2.01 2.82 3.82 5.12 8.34 13.97 15.73 8.61 4.63 4.69

1998 ........... .31 .91 1.33 1.99 2.82 3.90 5.30 8.47 13.86 15.59 8.41 4.73 4.73

1999 ........... .33 .99 1.39 1.90 2.82 3.92 5.28 8.22 13.64 15.57 8.97 4.75 4.70

2000 ........... .36 1.11 1.45 1.86 2.76 3.77 5.02 7.93 13.22 15.36 8.27 4.68 4.58

2001 ........... .36 1.10 1.43 1.83 2.72 3.72 4.95 7.84 13.02 15.90 8.51 4.72 4.55

2002 ........... .36 1.10 1.43 1.84 2.73 3.73 4.96 7.85 13.00 16.59 9.20 4.84 4.60

2003 ........... .36 1.10 1.42 1.83 2.71 3.71 4.93 7.79 12.91 17.14 9.53 4.93 4.61

2004 ........... .35 1.10 1.41 1.82 2.68 3.68 4.90 7.74 12.85 17.70 9.61 5.02 4.61

2005 ........... .35 1.10 1.40 1.81 2.67 3.68 4.89 7.74 12.91 18.27 9.67 5.13 4.64

2006 ........... .35 1.10 1.40 1.81 2.67 3.69 4.91 7.76 12.96 18.52 9.64 5.23 4.67

2007 ........... .35 1.10 1.40 1.80 2.68 3.70 4.91 7.76 12.94 18.54 9.45 5.31 4.67

2008 ........... .35 1.11 1.41 1.81 2.69 3.71 4.93 7.80 12.99 18.78 8.79 5.41 4.69

2009 ........... .36 1.11 1.41 1.81 2.70 3.71 4.95 7.82 13.01 18.99 9.90 5.51 4.72

2010 ........... .36 1.12 1.43 1.82 2.72 3.74 5.01 7.91 13.15 19.07 9.96 5.63 4.76

1 See Glossary for definition of “Normal retirement age.”
DI Numbers

29

Sources:

• Historical awards from SSA administrative records.

• Projected awards computed by applying age-specific award rates to exposure of the disability insured population not receiving benefits.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A9.—DI Disabled Worker Awards

(By age and gender, calendar years awarded 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975........... 1.1 12.9 17.2 16.6 18.5 25.4 38.9 64.0 94.1 109.6 10.2 408.5

1980........... .9 7.7 10.2 12.8 15.8 20.1 28.1 45.8 73.1 71.9 4.9 291.2

1985........... .4 7.9 15.5 18.2 20.7 22.6 27.4 40.0 61.2 63.6 3.6 281.1

1990........... .7 8.4 16.9 23.4 27.1 29.6 30.9 39.7 59.4 64.3 3.3 303.6

1991........... .9 9.6 19.1 27.4 32.2 35.3 36.1 45.3 65.4 68.4 3.8 343.4

1992........... .9 12.0 23.2 33.9 40.4 42.1 44.0 53.3 73.5 75.2 4.2 402.7

1993........... .8 10.8 21.4 33.5 39.8 43.1 45.0 54.3 71.5 70.3 3.9 394.4

1994........... .7 9.2 18.4 30.7 38.5 41.1 44.7 54.2 71.3 68.9 3.8 381.4

1995........... .6 8.1 16.3 27.7 36.7 41.3 46.0 54.8 73.3 69.9 3.7 378.5

1996........... .6 7.2 14.4 24.0 33.5 38.8 44.4 54.5 69.7 64.9 3.3 355.5

1997........... .6 6.9 12.2 19.1 27.9 34.7 39.8 52.7 68.6 61.3 3.1 326.8

1998........... .6 7.1 11.9 18.0 27.3 35.8 41.7 55.6 70.7 61.3 3.1 333.0

1999........... .7 7.8 11.9 16.9 27.2 36.2 42.8 57.2 71.3 62.3 3.2 337.5

2000........... .7 9.1 12.1 16.2 26.0 35.5 42.3 58.4 72.2 63.0 3.2 338.8

2001........... .7 9.3 11.8 16.0 25.2 35.5 43.1 59.5 75.5 67.9 3.2 347.7

2002........... .7 9.8 11.9 15.9 24.6 35.9 44.3 60.4 80.4 74.6 3.5 361.9

2003........... .7 10.0 12.1 15.6 23.8 35.8 45.1 61.8 83.6 81.7 5.0 375.2

2004........... .7 10.2 12.3 15.2 23.2 35.4 45.6 63.2 87.3 88.0 6.3 387.5

2005........... .7 10.3 12.6 14.8 23.0 34.9 46.2 65.2 92.2 93.9 7.8 401.8

2006........... .7 10.4 13.0 14.5 22.9 34.1 46.6 67.1 94.8 100.4 9.4 413.9

2007........... .8 10.4 13.4 14.5 22.7 33.2 47.0 69.1 96.2 107.4 11.6 426.2

2008........... .8 10.5 13.7 14.7 22.5 32.4 47.3 70.9 99.1 114.0 12.6 438.5

2009........... .8 10.6 13.9 15.0 22.0 31.8 47.3 72.4 102.3 121.4 13.9 451.6

2010........... .8 10.9 14.2 15.5 21.7 31.9 47.2 74.5 106.9 128.4 13.9 466.0

Female

1975........... .3 4.3 6.5 6.4 7.0 11.2 18.5 32.4 46.9 46.2 3.8 183.5

1980........... .4 2.9 4.5 5.8 7.0 9.3 13.6 21.9 33.5 28.5 1.8 129.1

1985........... .2 3.3 6.8 8.8 10.0 11.5 14.4 21.1 29.6 27.8 1.5 135.0

1990........... .4 4.1 8.3 11.6 14.3 17.7 20.1 25.4 33.9 31.0 1.7 168.5

1991........... .4 4.9 9.4 14.0 17.7 21.5 24.1 30.3 39.0 34.1 1.9 197.4

1992........... .5 6.6 12.3 17.5 22.3 26.7 30.0 36.9 44.5 39.8 2.1 239.4

1993........... .4 6.1 12.0 17.8 23.5 27.4 32.1 38.3 45.3 37.9 2.1 243.0

1994........... .4 5.3 11.0 17.8 23.8 28.6 33.7 41.1 47.8 39.0 2.0 250.4

1995........... .4 4.9 10.5 17.7 25.1 30.6 36.8 44.6 52.6 41.8 2.2 267.1

1996........... .4 4.4 9.8 16.7 25.1 31.6 38.3 47.0 53.0 40.3 2.1 268.8

1997........... .4 4.4 9.0 15.0 23.4 30.9 36.7 47.3 52.9 38.9 2.0 260.9

1998........... .4 4.8 9.3 14.9 24.2 32.5 39.4 51.0 56.5 40.4 1.9 275.4

1999........... .4 5.5 9.8 14.3 24.2 33.4 40.7 51.7 58.7 42.3 2.0 283.0

2000........... .5 6.4 10.1 14.4 23.5 32.6 39.4 52.6 58.5 42.9 1.9 282.5

2001........... .5 6.5 9.8 14.2 22.7 32.5 39.9 53.7 61.2 46.0 2.0 289.0

2002........... .5 6.7 9.9 14.3 22.3 32.9 41.0 55.0 65.8 50.5 2.2 301.0

2003........... .5 6.8 9.9 14.1 21.6 32.7 41.6 56.2 68.8 54.8 3.1 310.0

2004........... .5 6.8 10.1 13.8 21.2 32.4 42.1 57.6 72.6 58.9 3.9 319.9

2005........... .5 6.9 10.3 13.5 21.2 31.9 42.7 59.4 77.2 62.6 4.8 331.0

2006........... .5 6.9 10.6 13.4 21.5 31.5 43.6 61.7 80.8 67.8 5.8 344.2

2007........... .5 7.0 10.9 13.4 21.5 30.8 43.9 63.4 82.5 73.1 7.2 354.0

2008........... .5 7.0 11.1 13.6 21.4 30.3 44.3 65.2 85.6 78.2 7.9 365.2

2009........... .5 7.0 11.2 13.9 21.1 30.0 44.3 66.7 88.7 83.2 8.8 375.4

2010........... .5 7.1 11.4 14.4 20.8 30.2 44.1 68.6 92.6 87.9 8.8 386.5

Total

1975........... 1.4 17.3 23.7 23.0 25.4 36.6 57.4 96.4 141.0 155.8 14.0 592.0

1980........... 1.3 10.6 14.7 18.6 22.7 29.4 41.8 67.7 106.5 100.3 6.7 420.3

1985........... .6 11.1 22.3 27.1 30.7 34.1 41.8 61.1 90.8 91.5 5.1 416.1

1990........... 1.1 12.5 25.2 35.1 41.4 47.3 51.0 65.1 93.3 95.3 5.0 472.1

1991........... 1.3 14.5 28.5 41.5 49.9 56.9 60.2 75.5 104.4 102.5 5.6 540.8

1992........... 1.4 18.6 35.4 51.5 62.7 68.8 74.0 90.2 118.1 115.0 6.4 642.1

1993........... 1.3 16.9 33.4 51.4 63.3 70.5 77.1 92.6 116.9 108.2 6.0 637.4

1994........... 1.1 14.6 29.4 48.5 62.3 69.7 78.4 95.3 119.0 107.9 5.8 631.9

1995........... 1.0 12.9 26.8 45.4 61.8 71.9 82.9 99.4 125.9 111.7 6.0 645.6

1996........... 1.0 11.6 24.2 40.6 58.6 70.5 82.7 101.6 122.7 105.2 5.4 624.3

1997........... 1.0 11.3 21.1 34.1 51.3 65.5 76.5 100.1 121.4 100.2 5.1 587.7

1998........... 1.0 11.9 21.2 32.9 51.5 68.2 81.2 106.5 127.2 101.8 5.0 608.4

1999........... 1.1 13.3 21.7 31.2 51.3 69.7 83.6 108.9 130.0 104.5 5.3 620.6

2000........... 1.2 15.4 22.2 30.6 49.4 68.1 81.7 111.0 130.7 105.9 5.1 621.3

2001........... 1.2 15.8 21.6 30.2 47.8 68.1 83.0 113.2 136.7 113.9 5.2 636.6

2002........... 1.2 16.4 21.8 30.2 46.8 68.7 85.4 115.3 146.2 125.1 5.7 662.9

2003........... 1.2 16.8 22.0 29.7 45.5 68.5 86.7 117.9 152.4 136.5 8.1 685.2

2004........... 1.2 17.0 22.3 29.0 44.5 67.8 87.7 120.9 159.9 147.0 10.3 707.4

2005........... 1.2 17.1 22.9 28.3 44.2 66.8 89.0 124.6 169.4 156.5 12.6 732.7

2006........... 1.2 17.3 23.6 27.9 44.4 65.6 90.2 128.8 175.6 168.3 15.3 758.1

2007........... 1.2 17.4 24.2 27.9 44.2 64.0 90.9 132.5 178.7 180.4 18.7 780.1

2008........... 1.2 17.6 24.8 28.3 43.9 62.7 91.7 136.2 184.7 192.2 20.5 803.7

2009........... 1.3 17.7 25.1 28.9 43.1 61.8 91.6 139.2 191.0 204.6 22.6 826.9

2010........... 1.3 18.0 25.6 29.9 42.5 62.2 91.4 143.1 199.5 216.4 22.7 852.5

1 See Glossary for definition of “Normal retirement age.”
Benefit Payments

30

Sources:

• Historical rates computed as the ratio of (a) age-specific total terminations, to (b) exposure of disabled worker in force population.

• Future rates calculated as the sum of projected termination rates due to death, recovery and “other” reasons.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions

Table III.A10.—DI Disabled Worker Total Termination Rates1

(Terminations per thousand beneficiaries, by age and gender, calendar years 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA2 Total

Male

1975 ........... 91.90 136.14 102.99 89.65 83.82 76.36 76.54 74.54 76.90 78.78 92.64 79.76

1980 ........... 107.01 89.43 84.67 81.09 96.98 104.93 100.25 92.40 83.16 70.54 69.25 83.39

1985 ........... 73.42 59.21 55.42 48.79 42.69 48.16 56.69 62.91 68.58 71.75 85.40 63.88

1990 ........... 43.52 55.65 64.98 60.52 56.48 50.07 52.62 58.00 63.16 71.59 79.56 62.17

1991 ........... 66.93 50.22 60.19 58.64 55.58 50.01 51.35 56.23 61.51 71.14 78.15 60.69

1992 ........... 35.74 45.41 59.17 60.61 54.41 50.27 50.02 54.51 59.61 69.65 102.22 59.94

1993 ........... 50.94 43.68 54.01 61.10 55.47 50.74 48.59 53.54 58.57 68.40 104.76 58.91

1994 ........... 72.12 48.10 56.19 67.60 58.60 53.08 49.61 53.06 56.36 65.62 100.10 58.70

1995 ........... 53.59 59.58 65.08 72.73 63.96 56.83 50.23 51.87 54.71 62.88 97.54 59.14

1996 ........... 62.88 61.81 61.99 65.86 57.91 51.15 47.83 47.95 51.32 61.87 92.62 55.44

1997 ........... 67.58 70.96 78.58 79.76 78.30 74.89 68.19 58.50 54.84 60.86 97.50 65.98

1998 ........... 48.10 58.09 57.40 50.13 45.12 42.47 42.96 43.16 48.16 57.87 92.63 49.27

1999 ........... 39.37 53.72 60.77 54.00 46.60 44.50 45.23 45.21 49.69 58.17 91.95 50.79

2000 ........... 42.44 49.07 67.06 61.98 55.00 49.24 48.34 47.00 49.11 56.91 98.27 52.84

2001 ........... 37.44 41.94 55.30 52.02 47.16 43.49 44.05 44.13 47.28 54.62 87.62 48.68

2002 ........... 35.97 39.88 51.91 49.14 44.95 41.94 42.95 43.47 46.84 54.30 87.36 47.80

2003 ........... 34.51 37.74 48.25 45.98 42.57 40.24 41.75 42.74 46.41 53.97 85.35 47.15

2004 ........... 34.53 37.85 48.31 46.03 42.65 40.27 41.76 42.73 46.40 54.03 82.83 47.46

2005 ........... 34.25 37.44 47.57 45.46 42.22 39.93 41.53 42.57 46.40 54.06 80.96 47.60

2006 ........... 34.05 37.10 47.03 45.01 41.84 39.65 41.31 42.42 46.33 53.88 79.38 47.77

2007 ........... 33.67 36.55 46.22 44.31 41.24 39.23 41.01 42.22 46.18 53.59 77.61 47.90

2008 ........... 33.55 36.52 46.25 44.30 41.17 39.20 40.96 42.15 46.08 53.54 77.14 48.23

2009 ........... 33.21 36.25 45.90 43.97 40.85 38.95 40.76 41.97 45.89 53.49 86.97 48.82

2010 ........... 32.92 36.01 45.61 43.68 40.63 38.72 40.55 41.75 45.66 53.29 86.12 48.62

Female

1975 ........... 93.46 87.16 81.48 69.03 62.65 66.16 68.96 64.12 57.42 52.29 58.06 59.39

1980 ........... 98.48 83.10 72.39 76.08 90.11 97.80 96.33 74.60 61.77 45.75 52.99 64.58

1985 ........... 16.81 66.57 61.08 49.04 46.61 49.37 55.38 53.44 52.55 50.48 53.51 51.81

1990 ........... 78.58 52.54 49.56 42.42 40.11 43.07 46.74 49.29 48.92 51.74 52.97 48.07

1991 ........... 80.00 44.55 42.29 40.00 37.22 40.09 44.44 47.81 48.82 51.82 53.38 46.57

1992 ........... 40.93 41.26 39.79 37.54 37.39 39.47 41.89 45.06 45.29 50.31 69.01 44.81

1993 ........... 36.16 36.19 38.04 35.53 34.48 36.72 40.08 42.79 44.15 49.64 72.09 43.03

1994 ........... 44.09 38.31 39.79 39.35 36.03 37.85 40.54 41.77 43.36 47.35 71.60 42.67

1995 ........... 41.14 52.61 50.54 45.24 40.94 40.40 40.39 40.87 41.90 45.89 70.34 43.30

1996 ........... 59.84 54.38 50.65 45.46 40.75 38.70 39.43 39.08 39.56 44.29 65.62 41.74

1997 ........... 55.46 62.01 57.60 55.65 52.28 48.23 45.10 41.63 39.73 43.34 67.12 45.49

1998 ........... 35.97 58.99 47.63 42.53 38.59 38.35 38.54 37.97 37.51 42.25 68.15 40.09

1999 ........... 43.62 54.27 51.58 42.30 39.41 37.65 38.89 37.94 37.48 42.30 66.29 40.11

2000 ........... 31.61 44.54 55.17 50.28 43.80 41.78 40.47 39.18 37.84 41.44 68.63 41.57

2001 ........... 28.11 37.56 45.31 41.58 36.99 36.36 36.15 36.33 36.20 40.00 61.52 37.98

2002 ........... 27.25 35.35 42.13 38.74 34.89 34.76 34.95 35.63 35.91 39.93 61.60 37.15

2003 ........... 26.33 33.13 38.94 35.87 32.79 33.15 33.71 34.89 35.55 39.84 60.37 36.47

2004 ........... 26.34 32.99 38.66 35.63 32.65 33.07 33.70 34.96 35.67 40.08 58.81 36.68

2005 ........... 26.22 32.38 37.79 34.89 32.09 32.64 33.40 34.79 35.67 40.15 57.52 36.67

2006 ........... 26.16 32.05 37.29 34.48 31.82 32.48 33.30 34.82 35.83 40.27 56.69 36.87

2007 ........... 25.72 31.27 36.26 33.57 31.09 31.87 32.78 34.41 35.48 39.90 55.09 36.65

2008 ........... 25.28 30.90 35.84 33.19 30.71 31.48 32.38 33.96 35.01 39.43 54.27 36.42

2009 ........... 24.89 30.43 35.25 32.66 30.25 31.05 32.00 33.60 34.66 39.15 60.96 36.56

2010 ........... 24.85 30.17 34.89 32.35 30.03 30.88 31.90 33.57 34.68 39.20 60.80 36.53

Total

1975 ........... 92.22 124.77 97.85 84.16 78.23 73.59 74.32 71.28 70.50 70.34 82.30 73.50

1980 ........... 104.66 87.77 81.13 79.66 94.97 102.83 99.05 86.67 75.99 62.22 63.85 77.32

1985 ........... 58.76 61.29 57.05 48.86 43.88 48.54 56.27 59.84 63.22 64.59 74.50 59.95

1990 ........... 54.92 54.67 60.14 54.80 51.11 47.75 50.57 54.92 58.15 64.76 70.30 57.35

1991 ........... 71.16 48.38 54.47 52.64 49.45 46.66 48.89 53.19 56.96 64.42 69.57 55.78

1992 ........... 37.62 44.01 52.80 53.04 48.66 46.52 47.08 51.01 54.38 62.83 90.64 54.58

1993 ........... 45.76 41.06 48.61 52.52 48.27 45.77 45.46 49.46 53.19 61.66 93.26 53.17

1994 ........... 62.08 44.61 50.49 57.84 50.68 47.55 46.21 48.68 51.40 58.95 89.82 52.78

1995 ........... 48.90 57.03 59.86 62.93 55.67 50.69 46.47 47.50 49.70 56.55 87.65 53.15

1996 ........... 61.69 59.05 57.79 58.34 51.54 46.36 44.54 44.33 46.59 55.19 82.62 50.12

1997 ........... 62.99 67.57 70.59 70.55 68.35 64.41 58.91 51.49 48.62 54.04 86.07 57.82

1998 ........... 43.76 58.43 53.55 47.13 42.52 40.80 41.12 40.95 43.66 51.64 83.23 45.51

1999 ........... 40.94 53.93 57.06 49.27 43.67 41.66 42.54 42.08 44.43 51.70 81.89 46.32

2000 ........... 38.31 47.27 62.15 57.13 50.33 46.10 44.94 43.59 44.18 50.47 86.45 48.04

2001 ........... 33.83 40.19 51.09 47.56 42.83 40.44 40.59 40.69 42.36 48.43 76.97 44.05

2002 ........... 32.60 38.07 47.74 44.61 40.58 38.82 39.41 39.97 41.95 48.12 76.62 43.13

2003 ........... 31.36 35.91 44.26 41.49 38.25 37.11 38.17 39.20 41.51 47.83 74.78 42.42

2004 ........... 31.40 35.92 44.17 41.34 38.17 37.05 38.14 39.18 41.53 47.90 72.59 42.64

2005 ........... 31.19 35.44 43.39 40.65 37.62 36.64 37.84 38.99 41.49 47.90 70.85 42.67

2006 ........... 31.04 35.10 42.88 40.18 37.22 36.37 37.65 38.90 41.49 47.80 69.54 42.82

2007 ........... 30.65 34.46 41.98 39.36 36.50 35.83 37.22 38.59 41.21 47.44 67.73 42.76

2008 ........... 30.42 34.31 41.84 39.18 36.23 35.60 36.97 38.33 40.90 47.16 67.05 42.80

2009 ........... 30.07 33.96 41.39 38.75 35.80 35.23 36.65 38.04 40.60 46.96 75.40 43.14

2010 ........... 29.89 33.72 41.08 38.46 35.55 34.99 36.47 37.89 40.46 46.85 74.81 42.99

1 Death, recovery, and “other” reasons except conversion to old-age benefit at normal retirement age. 2 Does not reflect termination due to conversion at normal retirement age. See table II.7 for overall disability termination rates
DI Numbers

31

Sources:

• Historical rates computed as the ratio of (a) age-specific death terminations, to (b) exposure of disabled worker in force population.

• Future rates projected by historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A11.—DI Disabled Worker Termination Rates Due to Death

(Deaths per thousand beneficiaries, by age and gender, calendar years 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975........... 73.76 35.45 26.40 28.80 34.74 42.10 52.41 61.48 69.05 73.60 67.10 61.86

1980........... 92.55 35.69 23.20 21.31 25.94 34.14 42.02 52.44 58.71 63.23 58.73 51.90

1985........... 58.74 27.00 22.16 24.16 26.19 34.09 45.65 54.84 63.16 66.63 74.63 54.12

1990........... 28.38 28.36 33.24 35.50 36.49 35.16 40.12 48.91 56.86 63.51 74.48 50.21

1991........... 28.68 29.03 36.50 38.81 39.80 37.97 41.39 48.49 55.48 63.25 72.83 50.47

1992........... 31.08 22.45 34.80 40.96 39.59 38.63 40.41 47.13 54.16 61.10 79.32 49.31

1993........... 31.46 21.15 32.57 42.42 41.24 39.53 39.94 46.71 53.72 60.71 79.83 48.97

1994........... 43.98 20.79 30.50 44.32 40.89 39.94 39.25 45.66 51.52 58.49 76.26 47.64

1995........... 44.02 20.35 28.04 42.02 40.65 38.68 38.08 43.46 49.47 55.96 72.21 45.71

1996........... 34.48 20.22 22.55 32.99 32.68 32.64 35.13 39.71 46.64 55.27 69.13 41.93

1997........... 33.79 19.98 17.07 20.97 22.86 25.43 29.89 36.64 44.67 52.16 68.57 37.30

1998........... 20.04 21.09 15.81 18.90 21.34 24.83 30.44 36.12 44.70 52.33 65.79 37.23

1999........... 27.56 17.16 15.49 18.09 20.55 24.36 30.32 36.09 44.05 51.63 64.94 36.90

2000........... 21.22 16.77 14.87 17.10 20.40 24.31 30.46 35.99 43.19 50.04 62.59 36.42

2001........... 20.77 16.60 14.67 16.91 20.18 24.05 30.12 35.60 42.68 49.46 61.87 36.24

2002........... 20.68 16.48 14.63 16.95 20.17 24.05 30.11 35.56 42.56 49.40 61.83 36.48

2003........... 20.76 16.41 14.61 16.98 20.16 24.06 30.11 35.54 42.49 49.36 60.57 36.88

2004........... 20.75 16.36 14.59 16.96 20.13 24.04 30.10 35.49 42.48 49.36 58.76 37.22

2005........... 20.75 16.32 14.56 16.88 20.11 24.05 30.10 35.47 42.58 49.41 57.45 37.59

2006........... 20.80 16.30 14.55 16.80 20.08 24.05 30.08 35.43 42.58 49.34 56.34 37.93

2007........... 20.79 16.29 14.54 16.73 20.08 24.06 30.07 35.41 42.51 49.22 55.10 38.26

2008........... 20.65 16.26 14.52 16.67 20.05 24.00 30.02 35.34 42.40 49.08 54.74 38.51

2009........... 20.45 16.21 14.48 16.59 19.98 23.88 29.94 35.23 42.24 48.95 61.67 39.08

2010........... 20.25 16.16 14.42 16.50 19.87 23.73 29.82 35.08 42.04 48.83 60.99 39.08

Female

1975........... 70.09 37.28 30.85 34.09 35.46 41.34 47.78 47.76 47.08 44.81 40.31 44.85

1980........... 75.76 38.34 23.75 24.93 27.15 33.84 38.86 42.24 41.39 40.36 46.48 39.09

1985........... 16.81 27.48 21.49 21.49 27.45 32.64 42.06 44.66 47.06 45.74 47.25 41.79

1990........... 23.58 25.82 19.49 20.65 22.74 27.58 34.48 40.38 43.08 45.97 46.86 37.55

1991........... 23.33 25.70 21.25 22.26 23.00 27.81 34.14 40.56 43.44 45.54 48.28 37.46

1992........... 30.01 23.40 19.55 21.16 23.57 27.34 31.68 38.15 40.38 44.58 51.44 35.74

1993........... 33.38 18.21 19.33 19.60 22.14 25.81 31.24 36.34 39.83 44.22 53.48 34.62

1994........... 34.65 16.69 17.74 20.40 21.54 25.13 30.19 35.10 39.16 42.40 54.20 33.49

1995........... 15.82 18.40 16.98 19.38 21.23 23.63 28.15 32.65 37.46 41.17 50.07 31.86

1996........... 28.35 16.34 16.33 17.85 19.36 22.03 26.66 30.96 35.30 39.93 47.00 30.24

1997........... 31.20 16.86 14.38 15.24 17.36 20.34 24.23 29.77 34.09 38.53 46.35 28.73

1998........... 25.18 17.06 12.95 14.57 16.90 19.75 24.02 28.88 32.96 37.95 45.82 28.18

1999........... 40.27 19.31 13.57 14.67 16.14 19.05 23.82 28.48 32.30 37.49 45.16 27.86

2000........... 17.24 15.59 14.10 14.08 15.90 19.69 23.12 28.11 31.83 36.82 44.42 27.57

2001........... 17.17 15.47 14.02 13.97 15.80 19.55 22.95 27.91 31.61 36.55 44.09 27.52

2002........... 17.29 15.58 14.12 14.06 15.92 19.68 23.10 28.05 31.77 36.76 44.37 27.87

2003........... 17.36 15.66 14.20 14.14 15.99 19.79 23.22 28.18 31.89 36.94 43.69 28.26

2004........... 17.49 15.75 14.28 14.25 16.05 19.91 23.36 28.34 32.08 37.18 42.64 28.66

2005........... 17.63 15.79 14.32 14.28 16.06 19.98 23.44 28.42 32.23 37.31 41.77 28.98

2006........... 17.75 15.88 14.40 14.35 16.17 20.14 23.60 28.61 32.48 37.53 41.27 29.40

2007........... 17.61 15.79 14.31 14.24 16.11 20.04 23.47 28.45 32.27 37.28 40.07 29.46

2008........... 17.25 15.58 14.11 14.04 15.92 19.76 23.16 28.08 31.82 36.77 39.34 29.28

2009........... 16.98 15.44 13.98 13.91 15.79 19.56 22.97 27.84 31.54 36.48 44.10 29.50

2010........... 17.02 15.47 14.01 13.95 15.80 19.57 23.04 27.92 31.62 36.61 44.03 29.70

Total

1975........... 73.01 35.87 27.47 30.21 34.93 41.89 51.06 57.18 61.84 64.43 59.08 56.63

1980........... 87.91 36.38 23.36 22.34 26.29 34.05 41.05 49.15 52.90 55.55 54.66 47.76

1985........... 47.88 27.14 21.97 23.35 26.57 33.64 44.52 51.55 57.77 59.60 65.27 50.11

1990........... 26.82 27.56 28.93 30.81 31.98 32.64 38.16 45.89 52.01 57.47 64.87 45.88

1991........... 26.95 27.95 31.62 33.48 34.19 34.54 38.81 45.62 51.17 57.09 64.32 45.95

1992........... 30.69 22.77 29.79 34.47 34.17 34.72 37.25 43.80 49.12 55.27 69.60 44.50

1993........... 32.13 20.12 28.09 34.76 34.69 34.67 36.74 42.77 48.54 54.79 70.55 43.79

1994........... 40.63 19.33 26.07 36.06 34.10 34.56 35.85 41.56 46.80 52.62 68.31 42.42

1995........... 33.39 19.64 24.07 33.94 33.65 33.05 34.28 39.16 44.77 50.46 64.16 40.47

1996........... 32.08 18.77 20.24 27.41 27.74 28.56 31.81 36.14 42.09 49.44 60.93 37.39

1997........... 32.81 18.80 16.05 18.78 20.76 23.43 27.61 33.79 40.31 46.85 60.21 33.89

1998........... 21.88 19.54 14.68 17.19 19.58 22.76 27.77 33.04 39.75 46.60 58.12 33.52

1999........... 32.26 18.00 14.71 16.71 18.75 22.17 27.56 32.82 38.99 45.87 57.19 33.12

2000........... 19.70 16.30 14.55 15.85 18.52 22.36 27.29 32.55 38.22 44.54 55.34 32.65

2001........... 19.38 16.15 14.40 15.65 18.32 22.13 26.98 32.21 37.77 43.99 54.61 32.47

2002........... 19.37 16.12 14.41 15.69 18.32 22.15 27.01 32.21 37.73 43.97 54.55 32.70

2003........... 19.45 16.11 14.43 15.72 18.32 22.18 27.05 32.21 37.71 43.96 53.43 33.06

2004........... 19.50 16.11 14.46 15.74 18.30 22.20 27.07 32.23 37.76 44.01 51.89 33.39

2005........... 19.56 16.11 14.46 15.70 18.27 22.21 27.08 32.23 37.85 44.05 50.69 33.71

2006........... 19.64 16.13 14.49 15.68 18.28 22.27 27.12 32.28 37.93 44.07 49.80 34.06

2007........... 19.58 16.09 14.44 15.59 18.23 22.20 27.03 32.18 37.75 43.85 48.51 34.23

2008........... 19.36 15.99 14.35 15.46 18.10 22.02 26.83 31.95 37.45 43.51 47.94 34.26

2009........... 19.14 15.90 14.27 15.36 17.98 21.84 26.67 31.76 37.20 43.28 53.85 34.64

2010........... 19.04 15.89 14.25 15.32 17.92 21.75 26.62 31.70 37.10 43.24 53.41 34.71

1 See Glossary for definition of “Normal retirement age.”
Benefit Payments

32

Sources:

• Historical rates computed as the ratio of (a) age-specific recovery terminations, to (b) exposure of disabled worker in force population.

• Future rates projected by historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A12.—DI Disabled Worker Termination Rates Due to Recovery

(Recoveries per thousand beneficiaries, by age and gender, calendar years 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975 ........... 13.30 94.78 72.23 56.65 45.01 30.98 21.76 10.95 5.96 2.78 1.15 14.67

1980 ........... 13.02 51.12 59.80 58.65 69.83 69.52 57.29 39.10 23.77 6.39 1.84 30.29

1985 ........... 8.81 30.01 31.72 23.45 15.45 12.85 10.03 7.34 4.75 3.68 1.86 8.38

1990 ........... 11.35 24.84 29.55 23.38 18.33 13.43 11.31 8.16 5.54 5.35 2.03 10.26

1991 ........... 33.47 18.81 21.91 18.52 14.40 10.72 8.81 6.73 5.17 5.09 1.71 8.55

1992 ........... 4.66 21.66 23.44 19.08 14.40 11.31 9.31 7.02 5.12 5.46 1.28 8.98

1993 ........... 17.98 21.15 20.63 18.11 13.80 10.81 8.34 6.54 4.50 4.63 1.40 8.33

1994 ........... 26.39 26.00 24.94 22.71 17.25 12.75 10.04 7.07 4.48 4.08 1.10 9.53

1995 ........... 7.66 36.72 35.61 29.55 22.38 17.34 11.54 7.92 4.84 4.08 1.49 11.71

1996 ........... 24.34 39.06 38.09 31.76 24.39 17.82 12.16 7.74 4.32 3.85 1.49 11.92

1997 ........... 33.79 49.52 60.77 58.25 55.05 49.19 38.01 21.61 9.91 5.92 5.76 27.30

1998 ........... 26.05 35.02 40.64 30.42 23.35 17.23 12.20 6.76 3.16 3.02 2.30 10.65

1999 ........... 3.94 33.57 43.56 34.58 24.96 19.00 13.94 8.28 5.05 3.73 2.80 12.01

2000 ........... 21.22 30.61 49.75 43.29 32.98 23.39 16.47 9.83 5.15 3.86 3.35 14.07

2001 ........... 16.66 24.14 38.88 33.97 25.82 18.34 12.92 7.69 4.05 3.03 2.63 10.78

2002 ........... 15.29 22.20 35.53 31.06 23.63 16.78 11.83 7.06 3.73 2.78 2.41 9.66

2003 ........... 13.74 20.13 31.88 27.86 21.25 15.08 10.63 6.36 3.37 2.50 2.13 8.46

2004 ........... 13.79 20.30 31.96 27.94 21.36 15.12 10.66 6.39 3.37 2.51 2.07 8.27

2005 ........... 13.50 19.93 31.25 27.44 20.95 14.78 10.42 6.25 3.27 2.45 1.98 7.88

2006 ........... 13.26 19.60 30.73 27.07 20.60 14.49 10.23 6.14 3.20 2.38 1.91 7.55

2007 ........... 12.89 19.05 29.93 26.42 20.00 14.07 9.95 5.97 3.13 2.32 1.82 7.16

2008 ........... 12.90 19.07 29.98 26.48 19.96 14.09 9.94 5.96 3.13 2.36 1.81 7.03

2009 ........... 12.76 18.84 29.67 26.22 19.71 13.97 9.82 5.89 3.10 2.34 2.03 6.88

2010 ........... 12.67 18.65 29.45 26.03 19.60 13.89 9.72 5.83 3.07 2.27 2.00 6.72

Female

1975 ........... 14.02 42.92 45.47 30.60 24.30 22.59 19.72 15.07 8.97 5.72 .67 12.26

1980 ........... 22.73 41.90 46.99 50.03 62.15 63.20 56.90 31.83 19.89 4.75 1.10 24.67

1985 ........... .00 36.15 38.21 26.66 18.27 15.76 12.63 8.17 4.96 3.77 1.17 9.04

1990 ........... 55.01 23.61 28.19 19.76 15.73 14.08 11.30 8.05 5.29 4.11 1.30 9.14

1991 ........... 50.00 16.95 18.91 16.27 12.61 11.05 9.41 6.29 4.63 4.32 .90 7.69

1992 ........... 8.19 17.41 19.27 15.89 13.42 11.77 9.83 6.61 4.57 3.95 .87 7.91

1993 ........... 2.78 16.50 17.71 15.29 11.93 10.56 8.59 6.16 3.92 3.47 .99 7.23

1994 ........... 9.45 20.10 21.28 18.41 14.14 12.40 10.01 6.29 3.92 2.84 .55 8.04

1995 ........... 22.15 33.00 32.01 24.84 18.93 16.22 11.78 7.84 4.10 2.83 .95 10.18

1996 ........... 25.20 36.70 33.05 26.64 20.66 16.08 12.31 7.72 3.91 2.62 1.21 10.35

1997 ........... 24.26 44.20 42.68 39.88 34.56 27.53 20.66 11.57 5.42 3.18 3.37 15.82

1998 ........... 10.79 40.48 34.05 27.44 21.26 18.24 14.19 8.75 4.23 2.58 2.37 10.87

1999 ........... 3.36 32.95 36.28 26.31 22.10 17.49 14.33 8.97 4.90 3.21 1.86 10.96

2000 ........... 11.49 28.05 39.17 34.73 26.14 20.61 16.19 10.42 5.71 3.24 2.35 12.55

2001 ........... 8.87 21.43 29.93 26.57 19.94 15.75 12.37 7.96 4.37 2.48 1.80 9.43

2002 ........... 7.89 19.13 26.65 23.63 17.71 14.02 11.02 7.11 3.92 2.21 1.60 8.25

2003 ........... 6.91 16.83 23.39 20.67 15.54 12.30 9.66 6.25 3.44 1.95 1.38 7.08

2004 ........... 6.79 16.60 23.02 20.32 15.34 12.10 9.51 6.16 3.37 1.91 1.32 6.81

2005 ........... 6.53 15.96 22.12 19.55 14.77 11.61 9.13 5.90 3.22 1.82 1.24 6.39

2006 ........... 6.34 15.53 21.53 19.09 14.39 11.29 8.88 5.74 3.13 1.76 1.18 6.08

2007 ........... 6.05 14.84 20.59 18.28 13.73 10.78 8.48 5.49 3.00 1.69 1.10 5.67

2008 ........... 5.98 14.69 20.38 18.10 13.54 10.66 8.39 5.42 2.97 1.70 1.08 5.50

2009 ........... 5.85 14.36 19.92 17.70 13.21 10.44 8.20 5.29 2.90 1.66 1.20 5.31

2010 ........... 5.76 14.07 19.52 17.36 12.97 10.25 8.03 5.18 2.85 1.60 1.17 5.13

Total

1975 ........... 13.45 82.75 65.83 49.72 39.54 28.71 21.16 12.24 6.95 3.72 1.01 13.93

1980 ........... 15.70 48.71 56.10 56.20 67.58 67.66 57.17 36.75 22.47 5.84 1.59 28.47

1985 ........... 6.53 31.75 33.59 24.43 16.31 13.76 10.85 7.61 4.82 3.71 1.63 8.60

1990 ........... 25.54 24.45 29.13 22.24 17.47 13.65 11.30 8.12 5.45 4.92 1.77 9.88

1991 ........... 38.81 18.20 20.95 17.79 13.80 10.83 9.02 6.57 4.98 4.82 1.43 8.25

1992 ........... 5.94 20.23 22.07 18.03 14.07 11.47 9.50 6.87 4.92 4.92 1.14 8.61

1993 ........... 12.66 19.52 19.64 17.16 13.16 10.72 8.43 6.39 4.28 4.22 1.25 7.93

1994 ........... 20.32 23.90 23.67 21.23 16.16 12.62 10.03 6.77 4.26 3.63 .90 8.98

1995 ........... 13.12 35.36 34.31 27.87 21.14 16.92 11.63 7.89 4.55 3.62 1.29 11.13

1996 ........... 24.68 38.18 36.22 29.88 23.00 17.15 12.22 7.73 4.15 3.38 1.39 11.31

1997 ........... 30.18 47.51 53.88 51.23 47.21 40.68 31.04 17.44 8.06 4.85 4.86 22.73

1998 ........... 20.59 37.12 38.04 29.24 22.52 17.64 13.03 7.60 3.62 2.85 2.33 10.74

1999 ........... 3.72 33.32 40.61 31.24 23.79 18.38 14.10 8.58 4.99 3.52 2.43 11.57

2000 ........... 17.52 29.59 45.38 39.74 30.13 22.22 16.35 10.09 5.39 3.60 2.95 13.42

2001 ........... 13.65 23.06 35.11 30.81 23.31 17.23 12.68 7.81 4.19 2.79 2.29 10.20

2002 ........... 12.43 20.97 31.74 27.82 21.06 15.59 11.47 7.08 3.82 2.53 2.07 9.04

2003 ........... 11.12 18.81 28.25 24.67 18.73 13.85 10.20 6.31 3.40 2.26 1.81 7.85

2004 ........... 11.11 18.83 28.13 24.51 18.67 13.77 10.14 6.28 3.37 2.25 1.75 7.62

2005 ........... 10.84 18.36 27.35 23.85 18.15 13.35 9.84 6.09 3.25 2.17 1.66 7.21

2006 ........... 10.62 17.99 26.81 23.41 17.73 13.03 9.61 5.95 3.17 2.10 1.59 6.88

2007 ........... 10.29 17.39 25.95 22.67 17.07 12.55 9.27 5.74 3.07 2.04 1.50 6.48

2008 ........... 10.28 17.34 25.91 22.62 16.93 12.49 9.22 5.71 3.06 2.06 1.49 6.32

2009 ........... 10.15 17.08 25.54 22.29 16.61 12.31 9.06 5.61 3.01 2.03 1.66 6.16

2010 ........... 10.07 16.85 25.25 22.04 16.42 12.16 8.92 5.53 2.96 1.97 1.63 5.98

1 See Glossary for definition of “Normal retirement age.”
DI Numbers

33

Sources:

• Historical rates computed as the ratio of (a) age-specific “other” terminations, to (b) exposure of disabled worker in force population.

• Future rates projected by historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A13.—DI Disabled Worker Termination Rates Due to “Other” Reasons

(“Other” terminations per thousand beneficiaries, by age and gender, calendar years 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1975........... 4.84 5.91 4.36 4.19 4.07 3.28 2.37 2.11 1.88 2.40 24.39 3.23

1980........... 1.45 2.62 1.68 1.13 1.22 1.26 .95 .87 .68 .92 8.68 1.21

1985........... 5.87 2.20 1.54 1.17 1.05 1.22 1.00 .72 .68 1.44 8.91 1.38

1990........... 3.78 2.45 2.19 1.64 1.66 1.48 1.19 .94 .76 2.74 3.04 1.70

1991........... 4.78 2.38 1.78 1.32 1.38 1.32 1.15 1.02 .85 2.81 3.61 1.66

1992........... .00 1.30 .93 .57 .42 .33 .30 .36 .33 3.10 21.61 1.64

1993........... 1.50 1.38 .81 .57 .43 .39 .32 .30 .35 3.05 23.54 1.61

1994........... 1.76 1.30 .75 .57 .46 .39 .33 .32 .37 3.04 22.74 1.53

1995........... 1.91 2.50 1.43 1.17 .93 .82 .61 .49 .40 2.84 23.83 1.73

1996........... 4.06 2.54 1.36 1.11 .85 .69 .54 .50 .36 2.75 22.00 1.59

1997........... .00 1.45 .74 .54 .39 .28 .29 .24 .26 2.79 23.17 1.38

1998........... 2.00 1.98 .96 .81 .43 .41 .32 .29 .29 2.51 24.54 1.39

1999........... 7.87 2.99 1.73 1.33 1.09 1.13 .98 .84 .58 2.81 24.20 1.87

2000........... .00 1.69 2.44 1.60 1.62 1.54 1.41 1.19 .77 3.01 32.33 2.34

2001........... .00 1.20 1.75 1.14 1.16 1.10 1.01 .84 .55 2.13 23.12 1.66

2002........... .00 1.20 1.75 1.14 1.16 1.10 1.01 .84 .54 2.12 23.12 1.66

2003........... .00 1.20 1.75 1.13 1.16 1.10 1.00 .84 .54 2.11 22.66 1.82

2004........... .00 1.20 1.76 1.13 1.16 1.10 1.00 .85 .55 2.16 22.00 1.97

2005........... .00 1.20 1.75 1.14 1.16 1.10 1.00 .85 .55 2.21 21.53 2.13

2006........... .00 1.20 1.75 1.15 1.16 1.10 1.00 .85 .55 2.15 21.13 2.29

2007........... .00 1.20 1.75 1.15 1.16 1.10 1.00 .85 .55 2.06 20.68 2.48

2008........... .00 1.20 1.75 1.15 1.16 1.10 1.00 .85 .55 2.11 20.59 2.69

2009........... .00 1.20 1.75 1.15 1.16 1.10 1.00 .85 .55 2.20 23.28 2.87

2010........... .00 1.20 1.75 1.16 1.16 1.10 1.00 .84 .55 2.18 23.13 2.82

Female

1975........... 9.35 6.96 5.16 4.34 2.90 2.23 1.46 1.29 1.37 1.75 17.08 2.28

1980........... .00 2.85 1.65 1.11 .81 .77 .57 .53 .49 .64 5.40 .82

1985........... .00 2.94 1.38 .89 .89 .97 .68 .61 .53 .98 5.09 .98

1990........... .00 3.11 1.87 2.00 1.64 1.41 .97 .86 .55 1.66 4.81 1.38

1991........... 6.67 1.91 2.13 1.47 1.62 1.24 .88 .96 .75 1.96 4.20 1.42

1992........... 2.73 .45 .97 .50 .40 .36 .38 .30 .34 1.78 16.70 1.16

1993........... .00 1.48 1.00 .64 .41 .35 .25 .29 .40 1.95 17.63 1.18

1994........... .00 1.52 .77 .54 .36 .33 .34 .37 .29 2.11 16.85 1.14

1995........... 3.17 1.21 1.54 1.02 .78 .55 .47 .38 .34 1.88 19.33 1.25

1996........... 6.30 1.34 1.27 .97 .72 .59 .46 .39 .35 1.75 17.41 1.15

1997........... .00 .95 .55 .53 .36 .35 .21 .28 .23 1.64 17.41 .94

1998........... .00 1.45 .63 .52 .42 .36 .33 .34 .31 1.72 19.96 1.03

1999........... .00 2.01 1.74 1.32 1.17 1.11 .75 .48 .29 1.60 19.27 1.28

2000........... 2.87 .91 1.90 1.47 1.76 1.48 1.16 .65 .30 1.38 21.86 1.46

2001........... 2.07 .65 1.36 1.05 1.26 1.06 .83 .46 .22 .97 15.63 1.03

2002........... 2.07 .65 1.36 1.05 1.26 1.06 .83 .47 .22 .96 15.63 1.03

2003........... 2.07 .65 1.36 1.06 1.26 1.06 .83 .47 .22 .96 15.31 1.12

2004........... 2.06 .64 1.36 1.06 1.26 1.06 .83 .47 .22 .99 14.86 1.21

2005........... 2.07 .64 1.36 1.06 1.25 1.05 .83 .47 .22 1.01 14.52 1.30

2006........... 2.06 .64 1.36 1.05 1.25 1.05 .83 .47 .22 .98 14.25 1.39

2007........... 2.06 .64 1.36 1.05 1.25 1.05 .83 .47 .22 .93 13.91 1.52

2008........... 2.06 .64 1.36 1.05 1.26 1.05 .83 .47 .22 .96 13.85 1.64

2009........... 2.06 .64 1.36 1.04 1.26 1.06 .83 .46 .22 1.01 15.66 1.74

2010........... 2.07 .64 1.36 1.04 1.26 1.06 .83 .46 .22 1.00 15.60 1.71

Total

1975........... 5.76 6.15 4.55 4.23 3.76 2.99 2.11 1.86 1.71 2.19 22.21 2.94

1980........... 1.05 2.68 1.67 1.12 1.10 1.12 .83 .76 .62 .82 7.59 1.08

1985........... 4.35 2.41 1.49 1.09 1.00 1.14 .90 .69 .63 1.29 7.61 1.25

1990........... 2.55 2.66 2.09 1.75 1.65 1.46 1.11 .91 .69 2.37 3.66 1.59

1991........... 5.39 2.23 1.89 1.37 1.46 1.29 1.06 1.00 .81 2.51 3.81 1.58

1992........... .99 1.01 .94 .54 .42 .34 .33 .34 .34 2.63 19.90 1.47

1993........... .97 1.42 .88 .59 .42 .38 .29 .30 .37 2.66 21.45 1.46

1994........... 1.13 1.38 .75 .56 .43 .36 .33 .34 .34 2.70 20.61 1.39

1995........... 2.38 2.03 1.47 1.12 .88 .72 .56 .44 .38 2.48 22.20 1.55

1996........... 4.93 2.09 1.33 1.06 .80 .65 .51 .46 .36 2.37 20.30 1.42

1997........... .00 1.26 .67 .54 .38 .31 .26 .26 .24 2.34 21.00 1.20

1998........... 1.29 1.78 .83 .69 .43 .39 .32 .31 .30 2.19 22.78 1.24

1999........... 4.96 2.61 1.73 1.32 1.12 1.12 .88 .69 .45 2.32 22.27 1.63

2000........... 1.10 1.38 2.22 1.54 1.68 1.52 1.30 .95 .56 2.33 28.16 1.97

2001........... .80 .98 1.59 1.10 1.20 1.08 .93 .68 .40 1.64 20.06 1.39

2002........... .80 .98 1.58 1.10 1.20 1.08 .93 .68 .40 1.62 20.00 1.38

2003........... .80 .98 1.58 1.10 1.20 1.08 .93 .67 .40 1.61 19.55 1.51

2004........... .79 .98 1.58 1.10 1.20 1.08 .93 .67 .40 1.64 18.96 1.63

2005........... .79 .98 1.58 1.10 1.20 1.08 .93 .67 .40 1.68 18.50 1.75

2006........... .79 .98 1.58 1.10 1.20 1.08 .92 .67 .40 1.63 18.15 1.88

2007........... .78 .98 1.58 1.10 1.20 1.08 .92 .67 .39 1.55 17.72 2.04

2008........... .78 .98 1.58 1.10 1.20 1.08 .92 .67 .39 1.59 17.61 2.21

2009........... .78 .98 1.58 1.10 1.21 1.08 .92 .67 .39 1.66 19.89 2.35

2010........... .78 .98 1.58 1.10 1.21 1.08 .92 .67 .39 1.64 19.77 2.30

1 See Glossary for definition of “Normal retirement age.”
Benefit Payments

34

Sources:

• Historical figures based on SSA administrative records.

• Future figures found by summing projected terminations due to death, recovery, and “other” reasons.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A14.—DI Disabled Worker Total Terminations

(By calendar age terminated and gender, calendar years 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Conversion

at NRA Total

Male

1975 ........... 0.1 2.7 5.3 5.0 5.6 7.8 12.2 19.4 29.3 43.9 5.2 110.5 246.9

1980 ........... .1 1.8 4.9 7.3 9.6 12.4 17.6 25.9 38.8 45.6 4.8 135.7 304.5

1985 ........... (2) 1.0 3.3 4.6 5.2 6.2 8.5 14.2 26.1 42.9 5.5 124.0 241.5

1990 ........... (2) .9 4.4 7.8 9.6 10.2 11.0 14.5 23.4 39.6 4.7 115.1 241.2

1991 ........... (2) .9 4.2 7.9 10.2 11.0 11.8 14.9 23.3 39.3 4.6 113.9 242.0

1992 ........... (2) 1.0 4.3 8.8 11.0 12.0 12.9 15.8 23.4 39.0 6.1 115.6 249.9

1993 ........... (2) 1.0 4.2 9.5 12.3 13.3 13.9 17.1 24.4 38.8 6.2 114.4 255.2

1994 ........... (2) 1.1 4.5 11.0 13.9 15.0 15.7 18.3 24.5 38.2 5.8 112.3 260.4

1995 ........... (2) 1.3 5.3 11.9 15.9 17.1 17.4 19.1 24.8 37.4 5.9 117.5 273.7

1996 ........... (2) 1.2 4.9 10.5 14.6 16.1 17.6 18.9 24.5 37.7 5.6 116.8 268.4

1997 ........... (2) 1.2 5.9 12.0 19.6 24.5 25.8 24.7 27.6 37.6 6.1 120.4 305.4

1998 ........... (2) 1.0 3.9 7.0 10.8 13.9 16.3 19.0 25.3 36.6 5.6 117.5 257.1

1999 ........... (2) .9 3.9 7.1 11.0 14.9 17.8 21.2 27.3 37.5 5.9 124.0 271.6

2000 ........... (2) .9 4.0 7.8 12.6 16.7 19.7 23.4 27.9 37.4 6.4 125.6 282.6

2001 ........... (2) .9 3.2 6.3 10.3 14.7 18.5 22.7 28.2 37.2 5.7 125.5 273.1

2002 ........... (2) .9 3.0 5.7 9.4 14.1 18.6 22.7 29.6 38.9 5.8 129.3 278.1

2003 ........... (2) .9 2.9 5.1 8.5 13.4 18.5 22.9 30.7 40.9 8.0 113.2 265.2

2004 ........... (2) .9 3.1 5.0 8.2 13.3 18.9 23.6 32.4 42.9 10.1 116.2 274.6

2005 ........... (2) .9 3.2 4.8 7.9 12.9 19.0 24.3 34.4 44.7 12.6 120.5 285.1

2006 ........... (2) .9 3.3 4.6 7.7 12.4 19.1 24.9 35.5 47.2 15.4 126.0 297.0

2007 ........... (2) .9 3.4 4.6 7.4 11.8 19.0 25.6 35.8 49.8 19.0 133.4 310.8

2008 ........... (2) .9 3.5 4.7 7.3 11.4 18.9 26.2 36.7 52.1 22.5 143.9 328.1

2009 ........... (2) .9 3.6 4.9 7.0 11.0 18.7 26.6 37.6 55.0 24.9 181.9 372.1

2010 ........... (2) .9 3.6 5.0 6.8 10.8 18.3 26.9 38.7 58.1 24.6 178.2 371.9

Female

1975 ........... (2) .5 1.3 1.4 1.5 2.5 4.5 7.6 10.7 13.6 1.4 47.8 92.9

1980 ........... (2) .6 1.7 2.7 3.7 4.9 7.5 9.9 14.5 15.0 1.8 67.8 130.1

1985 ........... (2) .5 1.5 2.0 2.5 2.9 3.8 5.8 10.0 15.3 1.8 65.3 111.3

1990 ........... (2) .4 1.5 2.5 3.3 4.3 5.2 6.7 9.8 15.0 1.7 62.3 112.9

1991 ........... (2) .4 1.4 2.6 3.4 4.5 5.6 7.2 10.3 15.3 1.7 61.1 113.4

1992 ........... (2) .5 1.4 2.7 3.9 5.0 6.1 7.7 10.3 15.3 2.2 62.9 117.9

1993 ........... (2) .5 1.5 2.8 4.0 5.3 6.7 8.4 10.9 15.8 2.3 63.2 121.4

1994 ........... (2) .5 1.7 3.4 4.6 6.1 7.7 9.2 11.6 15.8 2.4 64.1 127.1

1995 ........... (2) .7 2.3 4.1 5.7 7.3 8.7 9.9 12.2 16.2 2.4 68.1 137.6

1996 ........... (2) .6 2.4 4.2 6.1 7.6 9.3 10.6 12.7 16.6 2.3 69.7 142.1

1997 ........... (2) .7 2.6 5.2 8.1 10.2 11.4 12.5 14.0 17.1 2.5 73.8 158.2

1998 ........... (2) .6 2.1 3.9 6.1 8.6 10.4 12.3 14.4 17.7 2.6 74.2 153.0

1999 ........... (2) .6 2.2 3.8 6.4 8.9 11.3 13.4 15.6 18.7 2.7 81.0 164.8

2000 ........... (2) .5 2.3 4.5 7.2 10.3 12.6 15.1 16.7 19.4 3.0 84.5 176.1

2001 ........... (2) .5 1.9 3.7 6.0 9.2 11.8 14.7 17.2 20.0 2.8 87.6 175.5

2002 ........... (2) .5 1.8 3.5 5.6 8.9 11.9 15.0 18.4 21.6 2.9 93.6 183.8

2003 ........... (2) .5 1.8 3.2 5.2 8.7 12.0 15.4 19.3 23.2 4.2 84.2 177.7

2004 ........... (2) .5 1.9 3.2 5.1 8.8 12.4 16.2 20.7 25.0 5.3 87.5 186.5

2005 ........... (2) .5 1.9 3.1 5.0 8.7 12.7 16.9 22.2 26.4 6.8 92.2 196.3

2006 ........... (2) .5 2.0 3.0 5.0 8.5 12.9 17.6 23.4 28.4 8.4 97.7 207.5

2007 ........... (2) .5 2.0 3.0 4.9 8.3 12.9 18.1 23.9 30.3 10.5 104.6 218.9

2008 ........... (2) .5 2.0 3.0 4.8 8.0 13.0 18.5 24.5 31.7 12.5 114.8 233.3

2009 ........... (2) .5 2.0 3.1 4.7 7.8 12.9 18.8 25.3 33.6 14.0 147.2 270.0

2010 ........... (2) .5 2.0 3.2 4.6 7.8 12.8 19.4 26.5 36.0 14.0 146.2 273.0

Total

1975 ........... .1 3.2 6.6 6.3 7.1 10.3 16.7 27.0 40.0 57.6 6.5 158.3 339.8

1980 ........... .1 2.4 6.6 10.1 13.2 17.3 25.1 35.9 53.3 60.6 6.6 203.5 434.6

1985 ........... (2) 1.5 4.7 6.6 7.6 9.0 12.4 20.0 36.1 58.3 7.2 189.3 352.9

1990 ........... (2) 1.3 5.9 10.3 12.9 14.5 16.3 21.2 33.2 54.6 6.4 177.3 354.1

1991 ........... .1 1.3 5.5 10.5 13.6 15.5 17.4 22.1 33.6 54.6 6.2 175.0 355.5

1992 ........... (2) 1.4 5.8 11.4 14.9 17.0 19.0 23.5 33.7 54.3 8.3 178.5 367.8

1993 ........... (2) 1.5 5.8 12.3 16.3 18.5 20.5 25.4 35.3 54.6 8.6 177.6 376.6

1994 ........... .1 1.6 6.2 14.4 18.5 21.1 23.4 27.5 36.1 54.0 8.2 176.4 387.6

1995 ........... (2) 1.9 7.6 16.0 21.6 24.4 26.1 29.0 37.1 53.6 8.4 185.6 411.4

1996 ........... .1 1.8 7.2 14.7 20.7 23.8 26.9 29.5 37.2 54.3 7.9 186.4 410.5

1997 ........... (2) 1.9 8.5 17.2 27.8 34.7 37.2 37.2 41.5 54.7 8.6 194.2 463.7

1998 ........... (2) 1.6 6.0 10.9 17.0 22.4 26.8 31.3 39.7 54.4 8.2 191.7 410.0

1999 ........... (2) 1.5 6.1 10.9 17.5 23.7 29.1 34.7 42.9 56.2 8.7 205.1 436.4

2000 ........... (2) 1.4 6.3 12.4 19.8 26.9 32.3 38.5 44.7 56.9 9.4 210.1 458.7

2001 ........... (2) 1.4 5.1 10.0 16.3 23.9 30.3 37.5 45.5 57.2 8.4 213.1 448.6

2002 ........... (2) 1.4 4.8 9.2 15.0 23.0 30.5 37.7 48.0 60.5 8.8 223.0 461.9

2003 ........... (2) 1.4 4.7 8.4 13.7 22.1 30.5 38.3 50.0 64.1 12.2 197.4 442.9

2004 ........... (2) 1.4 4.9 8.2 13.3 22.1 31.3 39.7 53.1 67.9 15.5 203.7 461.2

2005 ........... (2) 1.4 5.1 7.8 12.9 21.6 31.7 41.1 56.6 71.1 19.3 212.8 481.5

2006 ........... (2) 1.4 5.3 7.6 12.7 20.9 32.0 42.6 58.9 75.6 23.7 223.7 504.6

2007 ........... (2) 1.4 5.4 7.6 12.4 20.1 31.9 43.7 59.7 80.1 29.6 237.9 529.7

2008 ........... (2) 1.4 5.6 7.8 12.1 19.5 31.9 44.7 61.2 83.7 35.0 258.6 561.4

2009 ........... (2) 1.4 5.6 8.0 11.8 18.8 31.6 45.4 62.9 88.5 38.8 329.1 642.0

2010 ........... (2) 1.4 5.6 8.2 11.4 18.6 31.1 46.2 65.2 94.1 38.6 324.4 644.9

1 See Glossary for definition of “Normal retirement age.” 2 Fewer than 50.
DI Numbers

35

Sources:

• Historical figures based on SSA administrative records.

• Projected terminations computed by applying projected death termination rates to exposure of disabled worker in force population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A15.—DI Disabled Worker Terminations Due to Death

(By calendar age terminated and gender, calendar years 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1975........... 0.1 0.7 1.4 1.6 2.3 4.3 8.3 16.0 26.3 41.1 3.7 105.8

1980........... .1 .7 1.4 1.9 2.6 4.0 7.4 14.7 27.4 40.9 4.1 105.1

1985........... (2) .5 1.3 2.3 3.2 4.4 6.9 12.4 24.0 39.9 4.8 99.6

1990........... (2) .5 2.3 4.6 6.2 7.1 8.4 12.2 21.0 35.1 4.4 101.8

1991........... (2) .5 2.5 5.2 7.3 8.4 9.5 12.9 21.0 35.0 4.3 106.6

1992........... (2) .5 2.6 5.9 8.0 9.2 10.4 13.7 21.3 34.2 4.8 110.5

1993........... (2) .5 2.6 6.6 9.2 10.3 11.4 14.9 22.4 34.5 4.7 117.1

1994........... (2) .5 2.5 7.2 9.7 11.3 12.4 15.8 22.4 34.0 4.4 120.2

1995........... (2) .4 2.3 6.9 10.1 11.7 13.2 16.0 22.4 33.3 4.4 120.7

1996........... (2) .4 1.8 5.2 8.3 10.3 12.9 15.7 22.2 33.7 4.2 114.7

1997........... (2) .3 1.3 3.2 5.7 8.3 11.3 15.5 22.5 32.3 4.3 104.6

1998........... (2) .4 1.1 2.6 5.1 8.1 11.6 15.9 23.5 33.1 4.0 105.4

1999........... (2) .3 1.0 2.4 4.9 8.1 12.0 16.9 24.2 33.3 4.2 107.3

2000........... (2) .3 .9 2.2 4.7 8.2 12.4 17.9 24.6 32.9 4.1 108.2

2001........... (2) .3 .8 2.0 4.4 8.1 12.6 18.3 25.5 33.7 4.0 109.9

2002........... (2) .4 .9 2.0 4.2 8.1 13.0 18.6 26.9 35.4 4.1 113.5

2003........... (2) .4 .9 1.9 4.0 8.0 13.4 19.0 28.1 37.4 5.7 118.8

2004........... (2) .4 .9 1.8 3.9 7.9 13.6 19.6 29.7 39.2 7.2 124.3

2005........... (2) .4 1.0 1.8 3.8 7.8 13.8 20.2 31.5 40.9 8.9 130.0

2006........... (2) .4 1.0 1.7 3.7 7.5 13.9 20.8 32.6 43.2 10.9 135.8

2007........... (2) .4 1.1 1.7 3.6 7.3 13.9 21.5 33.0 45.8 13.5 141.7

2008........... (2) .4 1.1 1.8 3.5 7.0 13.8 22.0 33.7 47.7 15.9 147.1

2009........... (2) .4 1.1 1.8 3.4 6.8 13.7 22.3 34.6 50.3 17.6 152.2

2010........... (2) .4 1.1 1.9 3.3 6.6 13.4 22.6 35.7 53.2 17.4 155.7

Female

1975........... (2) .2 .5 .7 .8 1.6 3.1 5.7 8.8 11.7 1.0 34.1

1980........... (2) .3 .6 .9 1.1 1.7 3.0 5.6 9.7 13.2 1.6 37.7

1985........... (2) .2 .5 .9 1.5 1.9 2.9 4.8 9.0 13.9 1.6 37.1

1990........... (2) .2 .6 1.2 1.9 2.8 3.9 5.5 8.6 13.3 1.5 39.6

1991........... (2) .2 .7 1.4 2.1 3.1 4.3 6.1 9.2 13.4 1.5 42.1

1992........... (2) .3 .7 1.5 2.4 3.5 4.6 6.5 9.1 13.6 1.7 43.9

1993........... (2) .2 .8 1.5 2.6 3.7 5.2 7.1 9.9 14.1 1.7 46.8

1994........... (2) .2 .8 1.8 2.8 4.1 5.7 7.7 10.5 14.2 1.8 49.4

1995........... (2) .2 .8 1.8 3.0 4.3 6.0 7.9 10.9 14.5 1.7 51.2

1996........... (2) .2 .8 1.7 2.9 4.3 6.3 8.4 11.3 14.9 1.7 52.5

1997........... (2) .2 .7 1.4 2.7 4.3 6.2 8.9 12.0 15.2 1.7 53.3

1998........... (2) .2 .6 1.3 2.7 4.4 6.5 9.4 12.7 15.9 1.7 55.4

1999........... (2) .2 .6 1.3 2.6 4.5 6.9 10.1 13.4 16.6 1.9 58.2

2000........... (2) .2 .6 1.3 2.6 4.8 7.2 10.8 14.1 17.3 1.9 60.8

2001........... (2) .2 .6 1.3 2.6 4.9 7.5 11.3 15.0 18.3 2.0 63.7

2002........... (2) .2 .6 1.3 2.6 5.1 7.9 11.8 16.3 19.9 2.1 67.7

2003........... (2) .2 .6 1.3 2.5 5.2 8.3 12.4 17.3 21.6 3.0 72.5

2004........... (2) .2 .7 1.3 2.5 5.3 8.6 13.1 18.6 23.2 3.9 77.4

2005........... (2) .3 .7 1.3 2.5 5.3 8.9 13.8 20.1 24.5 4.9 82.2

2006........... (2) .3 .8 1.3 2.5 5.3 9.2 14.5 21.2 26.5 6.1 87.6

2007........... (2) .3 .8 1.3 2.5 5.2 9.3 15.0 21.7 28.3 7.7 92.0

2008........... (2) .3 .8 1.3 2.5 5.0 9.3 15.3 22.3 29.5 9.1 95.3

2009........... (2) .3 .8 1.3 2.5 4.9 9.3 15.6 23.0 31.3 10.1 99.1

2010........... (2) .3 .8 1.4 2.4 5.0 9.3 16.1 24.1 33.6 10.1 103.1

Total

1975........... .1 .9 1.8 2.3 3.1 5.9 11.5 21.6 35.1 52.7 4.7 139.8

1980........... .1 1.0 1.9 2.8 3.7 5.7 10.4 20.3 37.1 54.1 5.7 142.8

1985........... (2) .7 1.8 3.2 4.6 6.3 9.8 17.2 33.0 53.8 6.3 136.7

1990........... (2) .7 2.9 5.8 8.1 9.9 12.3 17.7 29.7 48.5 5.9 141.4

1991........... (2) .8 3.2 6.7 9.4 11.5 13.8 18.9 30.2 48.4 5.8 148.7

1992........... (2) .7 3.3 7.4 10.4 12.7 15.0 20.2 30.4 47.8 6.4 154.4

1993........... (2) .7 3.3 8.1 11.7 14.1 16.6 22.0 32.3 48.5 6.5 163.8

1994........... (2) .7 3.2 9.0 12.5 15.3 18.1 23.5 32.9 48.2 6.2 169.7

1995........... (2) .7 3.0 8.6 13.1 15.9 19.2 23.9 33.4 47.9 6.1 171.9

1996........... (2) .6 2.5 6.9 11.1 14.7 19.2 24.1 33.6 48.6 5.8 167.1

1997........... (2) .5 1.9 4.6 8.4 12.6 17.4 24.4 34.4 47.5 6.0 158.0

1998........... (2) .5 1.6 4.0 7.8 12.5 18.1 25.3 36.2 49.1 5.7 160.8

1999........... (2) .5 1.6 3.7 7.5 12.6 18.9 27.0 37.7 49.9 6.0 165.4

2000........... (2) .5 1.5 3.4 7.3 13.1 19.6 28.7 38.7 50.2 6.0 169.0

2001........... (2) .5 1.4 3.3 7.0 13.1 20.1 29.7 40.5 52.0 6.0 173.6

2002........... (2) .6 1.5 3.2 6.8 13.1 20.9 30.4 43.1 55.3 6.3 181.2

2003........... (2) .6 1.5 3.2 6.6 13.2 21.6 31.5 45.4 59.0 8.7 191.3

2004........... (2) .6 1.6 3.1 6.4 13.2 22.2 32.7 48.3 62.4 11.1 201.6

2005........... (2) .7 1.7 3.0 6.3 13.1 22.7 34.0 51.6 65.4 13.8 212.2

2006........... (2) .7 1.8 3.0 6.2 12.8 23.1 35.3 53.8 69.7 17.0 223.4

2007........... (2) .7 1.9 3.0 6.2 12.5 23.2 36.4 54.7 74.0 21.2 233.6

2008........... (2) .7 1.9 3.1 6.0 12.0 23.1 37.2 56.0 77.3 25.0 242.4

2009........... (2) .7 1.9 3.2 5.9 11.7 23.0 37.9 57.7 81.6 27.7 251.3

2010........... (2) .7 2.0 3.3 5.8 11.6 22.7 38.7 59.8 86.9 27.5 258.8

1 See Glossary for definition of “Normal retirement age.” 2 Fewer than 50.
Benefit Payments

36

Sources:

• Historical figures based on SSA administrative records.

• Projected terminations computed by applying projected recovery termination rates to exposure of disabled worker in force population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A16.—DI Disabled Worker Terminations Due to Recovery

(By calendar age terminated and gender, calendar years 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1975 ........... (2) 1.9 3.7 3.1 3.0 3.2 3.5 2.8 2.3 1.6 0.1 25.1

1980 ........... (2) 1.0 3.5 5.3 6.9 8.2 10.1 11.0 11.1 4.1 .1 61.3

1985 ........... (2) .5 1.9 2.2 1.9 1.6 1.5 1.7 1.8 2.2 .1 15.4

1990 ........... (2) .4 2.0 3.0 3.1 2.7 2.4 2.0 2.0 3.0 .1 20.8

1991 ........... (2) .3 1.5 2.5 2.6 2.4 2.0 1.8 2.0 2.8 .1 18.1

1992 ........... (2) .5 1.7 2.8 2.9 2.7 2.4 2.0 2.0 3.1 .1 20.1

1993 ........... (2) .5 1.6 2.8 3.1 2.8 2.4 2.1 1.9 2.6 .1 19.9

1994 ........... (2) .6 2.0 3.7 4.1 3.6 3.2 2.4 1.9 2.4 .1 24.0

1995 ........... (2) .8 2.9 4.8 5.6 5.2 4.0 2.9 2.2 2.4 .1 30.9

1996 ........... (2) .7 3.0 5.0 6.2 5.6 4.5 3.1 2.1 2.3 .1 32.6

1997 ........... (2) .9 4.5 8.8 13.8 16.1 14.4 9.1 5.0 3.7 .4 76.6

1998 ........... (2) .6 2.8 4.2 5.6 5.6 4.6 3.0 1.7 1.9 .1 30.2

1999 ........... (2) .6 2.8 4.6 5.9 6.3 5.5 3.9 2.8 2.4 .2 34.9

2000 ........... (2) .6 3.0 5.5 7.6 7.9 6.7 4.9 2.9 2.5 .2 41.8

2001 ........... (2) .5 2.2 4.1 5.6 6.2 5.4 4.0 2.4 2.1 .2 32.7

2002 ........... (2) .5 2.1 3.6 4.9 5.6 5.1 3.7 2.4 2.0 .2 30.1

2003 ........... (2) .5 1.9 3.1 4.3 5.0 4.7 3.4 2.2 1.9 .2 27.3

2004 ........... (2) .5 2.0 3.0 4.1 5.0 4.8 3.5 2.4 2.0 .3 27.6

2005 ........... (2) .5 2.1 2.9 3.9 4.8 4.8 3.6 2.4 2.0 .3 27.3

2006 ........... (2) .5 2.2 2.8 3.8 4.5 4.7 3.6 2.5 2.1 .4 27.0

2007 ........... (2) .5 2.2 2.7 3.6 4.2 4.6 3.6 2.4 2.2 .4 26.5

2008 ........... (2) .5 2.3 2.8 3.5 4.1 4.6 3.7 2.5 2.3 .5 26.8

2009 ........... (2) .5 2.3 2.9 3.4 4.0 4.5 3.7 2.5 2.4 .6 26.8

2010 ........... (2) .5 2.3 3.0 3.3 3.9 4.4 3.8 2.6 2.5 .6 26.8

Female

1975 ........... (2) .3 .7 .6 .6 .9 1.3 1.8 1.7 1.5 (2) 9.3

1980 ........... (2) .3 1.1 1.8 2.5 3.1 4.4 4.2 4.7 1.6 (2) 23.8

1985 ........... (2) .2 .9 1.1 1.0 .9 .9 .9 .9 1.1 (2) 8.0

1990 ........... (2) .2 .9 1.2 1.3 1.4 1.3 1.1 1.1 1.2 (2) 9.6

1991 ........... (2) .2 .6 1.0 1.2 1.2 1.2 .9 1.0 1.3 (2) 8.6

1992 ........... (2) .2 .7 1.1 1.4 1.5 1.4 1.1 1.0 1.2 (2) 9.7

1993 ........... (2) .2 .7 1.2 1.4 1.5 1.4 1.2 1.0 1.1 (2) 9.8

1994 ........... (2) .3 .9 1.6 1.8 2.0 1.9 1.4 1.1 .9 (2) 11.9

1995 ........... (2) .4 1.5 2.3 2.6 2.9 2.5 1.9 1.2 1.0 (2) 16.3

1996 ........... (2) .4 1.5 2.5 3.1 3.2 2.9 2.1 1.3 1.0 (2) 18.0

1997 ........... (2) .5 2.0 3.7 5.4 5.8 5.2 3.5 1.9 1.3 .1 29.4

1998 ........... (2) .4 1.5 2.5 3.4 4.1 3.8 2.8 1.6 1.1 .1 21.4

1999 ........... (2) .4 1.6 2.4 3.6 4.1 4.2 3.2 2.0 1.4 .1 22.9

2000 ........... (2) .3 1.6 3.1 4.3 5.1 5.0 4.0 2.5 1.5 .1 27.7

2001 ........... (2) .3 1.3 2.4 3.2 4.0 4.0 3.2 2.1 1.2 .1 21.8

2002 ........... (2) .3 1.2 2.1 2.8 3.6 3.8 3.0 2.0 1.2 .1 20.0

2003 ........... (2) .3 1.1 1.9 2.5 3.2 3.4 2.8 1.9 1.1 .1 18.1

2004 ........... (2) .3 1.1 1.8 2.4 3.2 3.5 2.8 2.0 1.2 .1 18.4

2005 ........... (2) .3 1.1 1.7 2.3 3.1 3.5 2.9 2.0 1.2 .1 18.2

2006 ........... (2) .3 1.1 1.7 2.3 3.0 3.4 2.9 2.0 1.2 .2 18.1

2007 ........... (2) .2 1.1 1.6 2.2 2.8 3.3 2.9 2.0 1.3 .2 17.7

2008 ........... (2) .2 1.1 1.7 2.1 2.7 3.4 2.9 2.1 1.4 .3 17.9

2009 ........... (2) .2 1.1 1.7 2.1 2.6 3.3 3.0 2.1 1.4 .3 17.9

2010 ........... (2) .2 1.1 1.7 2.0 2.6 3.2 3.0 2.2 1.5 .3 17.8

Total

1975 ........... (2) 2.2 4.4 3.7 3.6 4.0 4.8 4.6 3.9 3.0 .1 34.4

1980 ........... (2) 1.3 4.6 7.1 9.4 11.4 14.5 15.2 15.8 5.7 .2 85.1

1985 ........... (2) .8 2.8 3.3 2.8 2.6 2.4 2.5 2.8 3.3 .2 23.5

1990 ........... (2) .6 2.9 4.2 4.4 4.1 3.6 3.1 3.1 4.1 .2 30.4

1991 ........... (2) .5 2.1 3.5 3.8 3.6 3.2 2.7 2.9 4.1 .1 26.7

1992 ........... (2) .7 2.4 3.9 4.3 4.2 3.8 3.2 3.0 4.3 .1 29.9

1993 ........... (2) .7 2.3 4.0 4.5 4.3 3.8 3.3 2.8 3.7 .1 29.7

1994 ........... (2) .9 2.9 5.3 5.9 5.6 5.1 3.8 3.0 3.3 .1 35.9

1995 ........... (2) 1.2 4.3 7.1 8.2 8.1 6.5 4.8 3.4 3.4 .1 47.3

1996 ........... (2) 1.1 4.5 7.5 9.2 8.8 7.4 5.2 3.3 3.3 .1 50.6

1997 ........... (2) 1.3 6.5 12.5 19.2 21.9 19.6 12.6 6.9 4.9 .5 106.0

1998 ........... (2) 1.0 4.3 6.8 9.0 9.7 8.5 5.8 3.3 3.0 .2 51.5

1999 ........... (2) .9 4.3 6.9 9.5 10.5 9.7 7.1 4.8 3.8 .3 57.8

2000 ........... (2) .9 4.6 8.6 11.9 13.0 11.8 8.9 5.5 4.1 .3 69.5

2001 ........... (2) .8 3.5 6.5 8.9 10.2 9.5 7.2 4.5 3.3 .3 54.5

2002 ........... (2) .8 3.2 5.7 7.8 9.2 8.9 6.7 4.4 3.2 .2 50.1

2003 ........... (2) .7 3.0 5.0 6.7 8.3 8.2 6.2 4.1 3.0 .3 45.4

2004 ........... (2) .8 3.1 4.8 6.5 8.2 8.3 6.4 4.3 3.2 .4 46.0

2005 ........... (2) .7 3.2 4.6 6.2 7.8 8.2 6.4 4.4 3.2 .5 45.4

2006 ........... (2) .7 3.3 4.4 6.1 7.5 8.2 6.5 4.5 3.3 .5 45.1

2007 ........... (2) .7 3.3 4.4 5.8 7.0 7.9 6.5 4.4 3.4 .7 44.2

2008 ........... (2) .7 3.4 4.5 5.7 6.8 7.9 6.7 4.6 3.7 .8 44.7

2009 ........... (2) .7 3.5 4.6 5.5 6.6 7.8 6.7 4.7 3.8 .9 44.6

2010 ........... (2) .7 3.5 4.7 5.3 6.5 7.6 6.7 4.8 3.9 .8 44.6

1 See Glossary for definition of “Normal retirement age.” 2 Fewer than 50.
DI Numbers

37

Sources:

• Historical figures based on SSA administrative records.

• Projected terminations computed by applying projected “other” termination rates to exposure of disabled worker in force population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A17.—DI Disabled Worker Terminations Due to “Other” Reasons

(By calendar age terminated and gender, calendar years 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1975........... (2) 0.1 0.2 0.2 0.3 0.3 0.4 0.5 0.7 1.3 1.4 5.5

1980........... (2) .1 .1 .1 .1 .1 .2 .2 .3 .6 .6 2.4

1985........... (2) (2) .1 .1 .1 .2 .2 .2 .3 .9 .6 2.5

1990........... (2) (2) .1 .2 .3 .3 .2 .2 .3 1.5 .2 3.4

1991........... (2) (2) .1 .2 .3 .3 .3 .3 .3 1.6 .2 3.5

1992........... (2) (2) .1 .1 .1 .1 .1 .1 .1 1.7 1.3 3.7

1993........... (2) (2) .1 .1 .1 .1 .1 .1 .1 1.7 1.4 3.9

1994........... (2) (2) .1 .1 .1 .1 .1 .1 .2 1.8 1.3 3.9

1995........... (2) .1 .1 .2 .2 .2 .2 .2 .2 1.7 1.5 4.6

1996........... (2) (2) .1 .2 .2 .2 .2 .2 .2 1.7 1.3 4.3

1997........... (2) (2) .1 .1 .1 .1 .1 .1 .1 1.7 1.4 3.9

1998........... (2) (2) .1 .1 .1 .1 .1 .1 .2 1.6 1.5 3.9

1999........... (2) .1 .1 .2 .3 .4 .4 .4 .3 1.8 1.6 5.4

2000........... (2) (2) .1 .2 .4 .5 .6 .6 .4 2.0 2.1 7.0

2001........... (2) (2) .1 .1 .3 .4 .4 .4 .3 1.5 1.5 5.0

2002........... (2) (2) .1 .1 .2 .4 .4 .4 .3 1.5 1.5 5.2

2003........... (2) (2) .1 .1 .2 .4 .4 .5 .4 1.6 2.1 5.9

2004........... (2) (2) .1 .1 .2 .4 .5 .5 .4 1.7 2.7 6.6

2005........... (2) (2) .1 .1 .2 .4 .5 .5 .4 1.8 3.3 7.3

2006........... (2) (2) .1 .1 .2 .3 .5 .5 .4 1.9 4.1 8.2

2007........... (2) (2) .1 .1 .2 .3 .5 .5 .4 1.9 5.1 9.2

2008........... (2) (2) .1 .1 .2 .3 .5 .5 .4 2.0 6.0 10.3

2009........... (2) (2) .1 .1 .2 .3 .5 .5 .4 2.3 6.7 11.2

2010........... (2) (2) .1 .1 .2 .3 .5 .5 .5 2.4 6.6 11.2

Female

1975........... (2) (2) .1 .1 .1 .1 .1 .2 .3 .5 .4 1.7

1980........... (2) (2) (2) (2) (2) (2) (2) .1 .1 .2 .2 .8

1985........... (2) (2) (2) (2) (2) .1 (2) .1 .1 .3 .2 .9

1990........... (2) (2) .1 .1 .1 .1 .1 .1 .1 .5 .2 1.5

1991........... (2) (2) .1 .1 .1 .1 .1 .1 .2 .6 .1 1.6

1992........... (2) (2) (2) (2) (2) (2) .1 .1 .1 .5 .5 1.4

1993........... (2) (2) (2) .1 (2) .1 (2) .1 .1 .6 .6 1.6

1994........... (2) (2) (2) (2) (2) .1 .1 .1 .1 .7 .6 1.7

1995........... (2) (2) .1 .1 .1 .1 .1 .1 .1 .7 .7 2.0

1996........... (2) (2) .1 .1 .1 .1 .1 .1 .1 .7 .6 2.0

1997........... (2) (2) (2) (2) .1 .1 .1 .1 .1 .6 .7 1.7

1998........... (2) (2) (2) (2) .1 .1 .1 .1 .1 .7 .8 2.0

1999........... (2) (2) .1 .1 .2 .3 .2 .2 .1 .7 .8 2.7

2000........... (2) (2) .1 .1 .3 .4 .4 .3 .1 .6 .9 3.2

2001........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .5 .7 2.4

2002........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .5 .7 2.5

2003........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .6 1.1 2.9

2004........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .6 1.4 3.3

2005........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .7 1.7 3.7

2006........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .7 2.1 4.1

2007........... (2) (2) .1 .1 .2 .3 .3 .2 .1 .7 2.7 4.7

2008........... (2) (2) .1 .1 .2 .3 .3 .3 .2 .8 3.2 5.4

2009........... (2) (2) .1 .1 .2 .3 .3 .3 .2 .9 3.6 5.9

2010........... (2) (2) .1 .1 .2 .3 .3 .3 .2 .9 3.6 5.9

Total

1975........... (2) .2 .3 .3 .3 .4 .5 .7 1.0 1.8 1.8 7.3

1980........... (2) .1 .1 .1 .2 .2 .2 .3 .4 .8 .8 3.2

1985........... (2) .1 .1 .1 .2 .2 .2 .2 .4 1.2 .7 3.4

1990........... (2) .1 .2 .3 .4 .4 .4 .4 .4 2.0 .3 4.9

1991........... (2) .1 .2 .3 .4 .4 .4 .4 .5 2.1 .3 5.1

1992........... (2) (2) .1 .1 .1 .1 .1 .2 .2 2.3 1.8 5.1

1993........... (2) .1 .1 .1 .1 .2 .1 .2 .2 2.4 2.0 5.4

1994........... (2) .1 .1 .1 .2 .2 .2 .2 .2 2.5 1.9 5.6

1995........... (2) .1 .2 .3 .3 .3 .3 .3 .3 2.4 2.1 6.6

1996........... (2) .1 .2 .3 .3 .3 .3 .3 .3 2.3 1.9 6.3

1997........... (2) (2) .1 .1 .2 .2 .2 .2 .2 2.4 2.1 5.6

1998........... (2) (2) .1 .2 .2 .2 .2 .2 .3 2.3 2.3 6.0

1999........... (2) .1 .2 .3 .4 .6 .6 .6 .4 2.5 2.4 8.1

2000........... (2) (2) .2 .3 .7 .9 .9 .8 .6 2.6 3.1 10.2

2001........... (2) (2) .2 .2 .5 .6 .7 .6 .4 1.9 2.2 7.4

2002........... (2) (2) .2 .2 .4 .6 .7 .6 .5 2.0 2.3 7.7

2003........... (2) (2) .2 .2 .4 .6 .7 .7 .5 2.2 3.2 8.7

2004........... (2) (2) .2 .2 .4 .6 .8 .7 .5 2.3 4.0 9.8

2005........... (2) (2) .2 .2 .4 .6 .8 .7 .5 2.5 5.0 11.0

2006........... (2) (2) .2 .2 .4 .6 .8 .7 .6 2.6 6.2 12.3

2007........... (2) (2) .2 .2 .4 .6 .8 .8 .6 2.6 7.7 13.9

2008........... (2) (2) .2 .2 .4 .6 .8 .8 .6 2.8 9.2 15.6

2009........... (2) (2) .2 .2 .4 .6 .8 .8 .6 3.1 10.2 17.0

2010........... (2) (2) .2 .2 .4 .6 .8 .8 .6 3.3 10.2 17.2

1 See Glossary for definition of “Normal retirement age.” 2 Fewer than 50.
Benefit Payments

38

Sources:

• Historical percentages computed by dividing disabled workers withheld at end of year by disabled workers in force at end of year.

• Future percentages projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A18.—DI Disabled Worker Withheld Rates

(Withheld per thousand in force, by age and gender, as of December 31, 1975-2010)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1975 ........... 6.19 6.92 6.92 6.92 6.93 6.92 6.92 6.92 6.92 6.92 ... 6.92

1980 ........... 18.87 20.96 17.98 11.67 9.25 7.34 5.75 4.26 2.88 1.78 ... 4.64

1985 ........... 33.71 38.46 35.49 28.43 22.04 17.38 13.26 10.36 7.26 4.19 ... 11.47

1990 ........... 13.76 45.22 56.88 41.14 31.67 23.33 17.34 12.76 9.18 5.68 ... 17.18

1991 ........... 27.61 35.50 51.42 39.87 30.77 22.74 17.30 12.38 8.92 5.59 ... 16.79

1992 ........... 21.93 31.75 43.58 36.95 28.51 22.01 16.38 11.80 8.42 5.35 ... 15.91

1993 ........... 20.15 34.40 42.27 36.06 28.75 21.73 16.18 11.51 8.53 5.35 ... 15.95

1994 ........... 17.54 41.11 46.93 40.18 31.46 24.07 17.33 12.01 8.72 5.48 ... 17.25

1995 ........... 17.26 52.45 55.16 47.66 38.66 30.21 20.74 14.36 10.01 6.32 ... 20.57

1996 ........... 19.16 61.09 67.35 59.36 47.53 36.66 25.06 16.73 10.84 7.07 ... 24.31

1997 ........... 20.16 59.23 73.54 59.70 47.83 36.37 25.30 17.22 11.16 6.56 ... 23.96

1998 ........... 32.95 58.85 74.46 64.33 50.92 38.87 27.83 18.40 11.93 6.82 ... 25.10

1999 ........... 18.07 57.30 76.29 65.17 53.98 39.91 28.73 18.68 12.49 7.47 ... 25.57

2000 ........... 23.13 54.65 68.76 62.58 51.77 39.69 28.91 18.51 12.23 7.22 ... 24.54

2001 ........... 29.99 54.76 73.16 66.98 56.10 43.97 33.17 18.48 12.24 7.23 ... 25.79

2002 ........... 29.81 54.90 73.22 67.03 56.20 44.08 33.30 18.51 12.31 7.25 ... 25.36

2003 ........... 29.95 55.19 73.50 67.20 56.46 44.31 33.52 18.52 12.33 7.27 5.03 24.87

2004 ........... 29.98 55.36 73.74 67.48 56.78 44.55 33.76 18.54 12.30 7.23 5.03 24.36

2005 ........... 29.94 55.47 74.01 67.88 57.09 44.75 33.98 18.54 12.23 7.15 5.03 23.85

2006 ........... 30.06 55.53 74.30 68.29 57.37 44.97 34.23 18.53 12.21 7.16 5.03 23.38

2007 ........... 30.17 55.52 74.59 68.70 57.61 45.22 34.49 18.52 12.23 7.25 5.03 22.94

2008 ........... 30.10 55.51 74.89 69.03 57.82 45.49 34.73 18.50 12.24 7.28 5.03 22.55

2009 ........... 29.88 55.51 75.30 69.49 58.20 45.97 35.09 18.48 12.25 7.22 5.03 22.34

2010 ........... 29.69 55.43 75.63 69.83 58.58 46.35 35.35 18.47 12.25 7.14 5.03 22.07

Female

1975 ........... 14.41 4.95 5.00 5.12 5.15 5.13 5.14 5.14 5.13 5.14 ... 5.13

1980 ........... 25.29 18.77 14.33 7.74 5.50 5.20 3.88 3.21 2.17 1.29 ... 3.14

1985 ........... 10.20 32.04 25.32 18.03 13.63 10.37 9.94 7.60 5.12 2.69 ... 7.39

1990 ........... 14.49 34.89 42.49 27.03 22.13 19.11 14.87 10.44 7.53 4.35 ... 12.73

1991 ........... 10.48 26.85 35.49 26.33 20.71 18.16 14.59 10.30 7.25 4.25 ... 12.26

1992 ........... 19.74 21.77 30.36 23.51 18.68 16.73 13.81 9.59 6.97 4.20 ... 11.51

1993 ........... 1.78 22.22 28.93 22.66 17.83 16.30 13.45 9.60 6.98 4.04 ... 11.34

1994 ........... 9.98 25.41 30.06 24.46 18.64 16.03 13.94 9.95 7.12 4.02 ... 11.75

1995 ........... 7.84 27.49 32.21 26.22 20.66 17.17 14.40 10.37 7.49 4.23 ... 12.46

1996 ........... 22.50 33.87 35.92 29.32 22.83 18.84 14.49 10.81 7.23 4.45 ... 13.17

1997 ........... 23.50 36.58 38.21 30.68 23.91 19.54 15.66 11.14 7.35 4.58 ... 13.56

1998 ........... 13.30 34.76 41.59 33.65 25.91 20.84 16.69 11.77 7.88 4.57 ... 14.27

1999 ........... 18.63 32.45 42.73 33.58 26.45 21.08 16.74 11.94 8.30 4.86 ... 14.36

2000 ........... 8.65 31.44 37.20 29.40 24.54 20.04 15.76 11.05 7.59 4.44 ... 13.09

2001 ........... 8.64 31.45 38.66 30.81 25.94 21.44 17.16 11.05 7.60 4.44 ... 13.47

2002 ........... 8.63 31.52 38.77 30.83 26.01 21.53 17.25 11.07 7.64 4.46 ... 13.32

2003 ........... 8.63 31.63 38.82 30.80 26.06 21.55 17.27 11.07 7.65 4.47 3.17 13.09

2004 ........... 8.63 31.72 38.84 30.82 26.10 21.57 17.29 11.08 7.63 4.44 3.17 12.84

2005 ........... 8.63 31.79 38.89 30.91 26.16 21.58 17.31 11.07 7.59 4.39 3.17 12.59

2006 ........... 8.63 31.81 38.92 31.03 26.19 21.61 17.34 11.07 7.57 4.40 3.17 12.36

2007 ........... 8.63 31.80 39.03 31.19 26.27 21.70 17.44 11.06 7.59 4.46 3.17 12.16

2008 ........... 8.63 31.80 39.14 31.32 26.36 21.82 17.54 11.05 7.60 4.47 3.17 11.98

2009 ........... 8.64 31.81 39.12 31.34 26.35 21.84 17.54 11.05 7.60 4.43 3.17 11.82

2010 ........... 8.64 31.77 39.23 31.45 26.48 21.97 17.63 11.04 7.59 4.38 3.17 11.68

Total

1975 ........... 7.93 6.43 6.44 6.43 6.45 6.42 6.39 6.35 6.32 6.34 ... 6.36

1980 ........... 20.74 20.38 16.91 10.53 8.15 6.70 5.18 3.92 2.64 1.62 ... 4.15

1985 ........... 27.40 36.64 32.55 25.23 19.47 15.18 12.20 9.46 6.54 3.68 ... 10.13

1990 ........... 14.00 41.93 52.29 36.60 28.50 21.91 16.47 11.93 8.59 5.22 ... 15.64

1991 ........... 22.13 32.65 46.24 35.44 27.36 21.17 16.32 11.62 8.32 5.12 ... 15.19

1992 ........... 21.12 28.33 39.15 32.46 25.14 20.15 15.43 10.97 7.88 4.94 ... 14.33

1993 ........... 13.71 30.10 37.68 31.47 24.93 19.77 15.16 10.78 7.94 4.87 ... 14.26

1994 ........... 14.75 35.45 40.96 34.62 26.87 21.09 16.04 11.19 8.10 4.94 ... 15.19

1995 ........... 13.63 43.25 46.78 39.82 32.02 25.24 18.27 12.74 9.01 5.53 ... 17.45

1996 ........... 20.44 50.88 55.52 48.04 38.16 29.68 20.85 14.28 9.37 6.06 ... 19.91

1997 ........... 21.45 50.58 59.78 48.33 38.42 29.57 21.33 14.64 9.57 5.78 ... 19.73

1998 ........... 25.81 49.51 61.30 52.01 40.82 31.45 23.14 15.55 10.21 5.91 ... 20.61

1999 ........... 18.28 47.50 62.50 52.19 42.60 32.01 23.58 15.75 10.67 6.39 ... 20.82

2000 ........... 17.50 45.33 55.48 48.60 40.24 31.32 23.17 15.23 10.18 6.06 ... 19.61

2001 ........... 21.63 45.39 58.44 51.35 43.09 34.24 26.10 15.17 10.17 6.04 ... 20.41

2002 ........... 21.54 45.50 58.36 51.07 42.94 34.20 26.15 15.16 10.20 6.05 ... 20.04

2003 ........... 21.67 45.76 58.50 50.87 42.91 34.19 26.23 15.13 10.20 6.05 4.24 19.61

2004 ........... 21.73 45.92 58.63 50.80 42.92 34.21 26.30 15.12 10.17 6.00 4.23 19.17

2005 ........... 21.74 46.05 58.84 50.90 42.92 34.21 26.37 15.08 10.10 5.93 4.22 18.74

2006 ........... 21.80 46.10 59.06 51.06 42.88 34.23 26.46 15.06 10.06 5.92 4.22 18.34

2007 ........... 21.91 46.12 59.31 51.28 42.87 34.29 26.58 15.04 10.06 5.99 4.21 17.98

2008 ........... 21.89 46.12 59.56 51.49 42.85 34.38 26.69 15.00 10.05 6.00 4.20 17.66

2009 ........... 21.78 46.14 59.82 51.74 42.92 34.54 26.82 14.97 10.05 5.95 4.20 17.44

2010 ........... 21.70 46.10 60.09 51.99 43.07 34.69 26.94 14.94 10.03 5.88 4.19 17.21

1 See Glossary for definition of “Normal retirement age.”
DI Numbers

39

Sources:

• Historical figures computed by subtracting disabled workers in current-payment status from disabled workers in force at end of year.

• Projected figures computed by applying projected withheld rates to disabled workers in force at end of year.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A19.—DI Disabled Workers With Benefits Withheld

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1975........... (2) 0.2 0.4 0.4 0.5 0.7 1.2 1.9 2.8 3.9 ... 11.9

1980........... (2) .5 1.1 1.0 .9 .9 1.0 1.2 1.3 1.1 ... 9.0

1985........... (2) .8 2.3 2.8 2.8 2.3 2.1 2.4 2.8 2.5 ... 20.7

1990........... (2) .9 4.1 5.5 5.5 4.8 3.7 3.3 3.5 3.1 ... 34.3

1991........... (2) .8 3.8 5.6 5.8 5.2 4.1 3.4 3.5 3.1 ... 35.2

1992........... (2) .8 3.5 5.6 6.0 5.5 4.4 3.5 3.4 3.0 ... 35.8

1993........... (2) 1.0 3.6 5.9 6.6 5.9 4.8 3.8 3.6 3.0 ... 38.1

1994........... (2) 1.1 4.0 6.7 7.6 6.9 5.6 4.3 3.9 3.2 ... 43.3

1995........... (2) 1.3 4.6 7.9 9.7 9.2 7.3 5.4 4.7 3.7 ... 53.8

1996........... (2) 1.3 5.5 9.5 12.1 11.7 9.3 6.7 5.3 4.3 ... 65.7

1997........... (2) 1.2 5.5 8.9 11.7 11.6 9.4 7.3 5.7 4.0 ... 65.3

1998........... (2) 1.1 5.2 9.1 12.4 12.8 10.7 8.3 6.4 4.3 ... 70.3

1999........... (2) 1.1 5.0 8.7 12.9 13.4 11.4 8.9 7.0 4.8 ... 73.3

2000........... (2) 1.2 4.2 7.9 11.9 13.5 11.8 9.3 7.1 4.7 (2) 71.7

2001........... (2) 1.3 4.4 8.2 12.4 15.0 14.0 9.6 7.4 4.9 (2) 77.3

2002........... (2) 1.4 4.5 7.9 11.9 15.0 14.5 9.8 7.9 5.2 (2) 78.2

2003........... (2) 1.5 4.7 7.7 11.5 15.0 15.0 10.1 8.3 5.5 .1 79.4

2004........... (2) 1.6 4.9 7.5 11.1 14.9 15.4 10.4 8.7 5.8 .2 80.5

2005........... (2) 1.6 5.2 7.3 10.9 14.6 15.7 10.7 9.2 5.9 .4 81.6

2006........... (2) 1.6 5.5 7.2 10.8 14.3 16.0 11.1 9.5 6.3 .5 82.7

2007........... (2) 1.6 5.8 7.3 10.6 13.9 16.1 11.4 9.6 6.8 .7 83.8

2008........... (2) 1.6 6.0 7.6 10.4 13.5 16.2 11.7 9.9 7.1 .9 84.9

2009........... (2) 1.6 6.1 7.9 10.2 13.2 16.3 11.9 10.2 7.5 .9 85.9

2010........... (2) 1.7 6.3 8.3 10.0 13.2 16.1 12.1 10.6 7.8 .9 86.9

Female

1975........... (2) (2) .1 .1 .1 .2 .4 .7 1.0 1.4 ... 4.0

1980........... (2) .1 .3 .3 .2 .3 .3 .4 .5 .4 ... 2.9

1985........... (2) .3 .7 .8 .8 .6 .7 .9 1.0 .8 ... 6.5

1990........... (2) .3 1.4 1.7 1.9 2.0 1.7 1.5 1.6 1.3 ... 13.5

1991........... (2) .3 1.3 1.8 2.0 2.2 1.9 1.6 1.6 1.3 ... 14.0

1992........... (2) .3 1.2 1.8 2.1 2.3 2.1 1.7 1.7 1.3 ... 14.5

1993........... (2) .3 1.3 1.9 2.2 2.5 2.4 2.0 1.8 1.3 ... 15.7

1994........... (2) .4 1.4 2.2 2.5 2.7 2.8 2.3 2.0 1.4 ... 17.7

1995........... (2) .4 1.6 2.5 3.0 3.2 3.2 2.6 2.3 1.5 ... 20.4

1996........... (2) .4 1.8 2.8 3.6 3.9 3.6 3.1 2.4 1.7 ... 23.2

1997........... (2) .4 1.8 2.9 3.8 4.2 4.1 3.5 2.7 1.8 ... 25.3

1998........... (2) .4 1.9 3.2 4.3 4.8 4.7 4.0 3.1 1.9 ... 28.4

1999........... (2) .4 2.0 3.1 4.5 5.1 5.0 4.4 3.6 2.2 ... 30.2

2000........... (2) .5 1.7 2.7 4.1 5.0 5.0 4.4 3.5 2.1 (2) 29.0

2001........... (2) .5 1.7 2.9 4.3 5.6 5.7 4.6 3.7 2.2 (2) 31.3

2002........... (2) .6 1.8 2.9 4.3 5.7 6.0 4.8 4.0 2.4 (2) 32.5

2003........... (2) .6 1.9 2.9 4.3 5.8 6.3 5.0 4.3 2.6 .1 33.7

2004........... (2) .6 2.0 2.9 4.2 5.9 6.5 5.3 4.6 2.8 .1 34.8

2005........... (2) .6 2.1 2.8 4.2 5.9 6.7 5.5 4.9 2.9 .2 35.8

2006........... (2) .6 2.2 2.8 4.3 5.8 6.9 5.8 5.1 3.1 .3 36.8

2007........... (2) .6 2.3 2.9 4.3 5.8 7.0 6.0 5.2 3.4 .4 37.9

2008........... (2) .6 2.3 3.0 4.3 5.7 7.2 6.2 5.5 3.6 .5 38.9

2009........... (2) .6 2.4 3.1 4.3 5.7 7.2 6.4 5.7 3.8 .5 39.6

2010........... (2) .6 2.4 3.2 4.2 5.7 7.3 6.5 5.9 4.1 .5 40.5

Total

1975........... (2) .2 .5 .5 .6 1.0 1.5 2.5 3.8 5.3 ... 15.9

1980........... (2) .6 1.4 1.3 1.1 1.1 1.3 1.6 1.9 1.6 ... 11.9

1985........... (2) 1.0 2.9 3.6 3.5 2.9 2.8 3.3 3.8 3.3 ... 27.2

1990........... (2) 1.2 5.5 7.1 7.4 6.9 5.5 4.7 5.0 4.4 ... 47.8

1991........... (2) 1.1 5.1 7.4 7.8 7.3 6.0 5.0 5.1 4.3 ... 49.2

1992........... (2) 1.1 4.8 7.5 8.1 7.7 6.5 5.3 5.1 4.3 ... 50.4

1993........... (2) 1.3 4.9 7.8 8.8 8.3 7.1 5.8 5.5 4.3 ... 53.8

1994........... (2) 1.5 5.4 9.0 10.2 9.7 8.4 6.5 5.9 4.5 ... 61.0

1995........... (2) 1.7 6.2 10.4 12.7 12.4 10.5 8.0 7.0 5.3 ... 74.2

1996........... (2) 1.7 7.2 12.4 15.7 15.6 12.9 9.8 7.7 6.0 ... 88.9

1997........... (2) 1.6 7.3 11.8 15.5 15.9 13.5 10.8 8.4 5.8 ... 90.6

1998........... (2) 1.6 7.2 12.3 16.6 17.6 15.4 12.2 9.5 6.2 ... 98.7

1999........... (2) 1.6 7.0 11.8 17.4 18.6 16.5 13.3 10.5 6.9 ... 103.6

2000........... (2) 1.7 5.9 10.7 16.1 18.5 16.9 13.7 10.5 6.8 (2) 100.7

2001........... (2) 1.8 6.1 11.1 16.7 20.5 19.8 14.3 11.1 7.1 (2) 108.7

2002........... (2) 2.0 6.3 10.8 16.2 20.7 20.6 14.6 11.9 7.6 (2) 110.7

2003........... (2) 2.1 6.6 10.6 15.8 20.8 21.3 15.1 12.6 8.1 .2 113.1

2004........... (2) 2.2 6.9 10.3 15.3 20.8 21.9 15.6 13.3 8.5 .3 115.3

2005........... (2) 2.2 7.3 10.1 15.1 20.5 22.4 16.2 14.1 8.8 .6 117.4

2006........... (2) 2.2 7.7 10.0 15.1 20.1 22.8 16.8 14.6 9.4 .8 119.5

2007........... (2) 2.2 8.0 10.2 14.9 19.6 23.1 17.4 14.9 10.2 1.1 121.7

2008........... (2) 2.2 8.3 10.5 14.7 19.2 23.4 17.8 15.4 10.7 1.4 123.8

2009........... (2) 2.3 8.5 11.0 14.5 18.9 23.5 18.2 15.9 11.3 1.4 125.5

2010........... (2) 2.3 8.7 11.5 14.3 18.9 23.4 18.6 16.5 11.9 1.4 127.4

1 See Glossary for definition of “Normal retirement age.” 2 Fewer than 50.
Benefit Payments

40

Sources:

• Historical figures based on SSA administrative records.

• Projected figures computed by subtracting disabled workers withheld from disabled workers in force at end of year.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A20.—DI Disabled Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1975 ........... 1.3 23.5 54.1 58.3 69.5 106.4 165.2 270.7 396.2 564.8 ... 1,709.9

1980 ........... 1.0 21.4 57.4 88.4 96.0 115.3 171.4 276.4 462.6 635.9 ... 1,925.9

1985 ........... .5 19.4 61.4 95.7 123.4 131.0 153.6 229.5 382.3 584.9 ... 1,781.7

1990 ........... .9 19.1 67.8 127.1 168.5 202.6 210.5 251.7 373.0 542.4 ... 1,963.6

1991 ........... 1.0 21.6 70.6 135.2 183.7 221.8 231.9 269.5 384.2 544.6 ... 2,064.1

1992 ........... 1.0 25.8 77.2 147.2 205.5 242.6 261.8 297.2 403.0 555.0 ... 2,216.3

1993 ........... 1.0 27.3 81.4 156.8 223.3 264.0 289.2 325.0 424.4 560.8 ... 2,353.2

1994 ........... .8 26.1 81.2 160.5 235.2 281.3 317.1 349.8 441.6 575.2 ... 2,469.0

1995 ........... .8 23.0 79.3 157.8 241.1 295.7 344.9 370.6 461.0 589.1 ... 2,563.3

1996 ........... .8 20.0 75.6 150.9 242.6 307.3 363.2 396.3 482.0 599.7 ... 2,638.5

1997 ........... .7 18.3 69.2 139.5 233.3 308.5 362.6 417.2 503.6 607.3 ... 2,660.3

1998 ........... .8 18.1 64.8 132.4 230.7 317.5 374.1 440.6 529.6 622.7 ... 2,731.3

1999 ........... .8 18.9 60.7 124.6 226.7 323.6 386.5 467.6 551.6 633.1 ... 2,794.2

2000 ........... .9 20.8 57.5 118.9 218.3 325.9 398.0 494.6 569.8 647.2 ... 2,851.9

2001 ........... .9 22.8 55.8 114.0 208.6 325.8 408.5 512.3 599.1 672.9 ... 2,920.9

2002 ........... .9 24.5 56.6 110.4 200.1 324.6 421.7 520.3 634.4 710.4 ... 3,003.8

2003 ........... .9 25.9 59.0 106.9 192.1 322.8 432.6 533.8 664.0 752.2 22.5 3,112.7

2004 ........... .9 26.6 62.0 103.6 184.3 319.4 440.4 549.5 701.3 790.0 46.5 3,224.4

2005 ........... .9 27.1 65.3 100.1 180.2 312.4 446.6 567.6 742.9 823.2 73.5 3,339.9

2006 ........... .9 27.3 68.6 98.3 177.1 303.0 450.2 585.7 767.6 872.3 104.7 3,455.7

2007 ........... .9 27.4 71.5 99.2 173.9 292.8 450.5 603.7 778.1 926.6 145.4 3,570.0

2008 ........... .9 27.6 73.9 101.9 170.0 282.9 449.8 619.0 798.7 970.2 184.6 3,679.4

2009 ........... 1.0 27.9 75.3 105.6 165.7 274.5 446.9 631.2 823.3 1,025.9 180.7 3,757.9

2010 ........... 1.0 28.3 76.5 110.0 161.2 270.9 439.7 642.4 852.2 1,088.4 180.4 3,851.0

Female

1975 ........... .3 7.6 17.9 21.8 25.7 40.9 70.0 126.4 198.1 268.9 ... 777.7

1980 ........... .4 7.7 23.8 35.9 40.3 49.2 76.4 133.9 236.8 325.9 ... 930.4

1985 ........... .2 7.7 25.2 43.0 54.6 60.2 72.0 112.1 194.9 301.4 ... 871.4

1990 ........... .4 9.0 32.2 61.0 85.0 103.2 115.3 141.2 206.3 289.4 ... 1,043.1

1991 ........... .5 10.7 34.5 66.7 95.3 116.5 131.3 156.5 218.9 295.6 ... 1,126.5

1992 ........... .6 13.6 39.5 74.9 108.4 132.9 152.5 180.1 236.7 308.3 ... 1,247.4

1993 ........... .6 15.1 43.4 82.7 121.6 149.6 173.2 204.0 257.8 319.8 ... 1,367.9

1994 ........... .5 15.0 45.2 89.3 133.1 166.9 195.9 228.3 278.4 336.6 ... 1,489.1

1995 ........... .5 13.8 46.7 93.0 143.6 184.8 221.1 252.5 303.7 356.2 ... 1,615.9

1996 ........... .5 12.4 47.2 94.1 152.1 201.6 242.7 281.3 331.8 376.0 ... 1,739.8

1997 ........... .5 11.6 45.9 92.6 155.1 213.0 256.7 308.2 361.6 395.1 ... 1,840.4

1998 ........... .4 11.7 44.9 91.7 160.3 226.1 275.0 334.3 394.8 420.5 ... 1,959.7

1999 ........... .5 12.6 43.9 89.9 164.3 238.2 294.7 362.6 426.3 443.1 ... 2,076.0

2000 ........... .6 14.3 43.2 89.7 164.9 246.8 312.5 391.5 451.6 468.8 ... 2,183.7

2001 ........... .6 15.7 43.1 90.2 163.2 253.6 328.9 413.2 485.6 500.7 ... 2,294.8

2002 ........... .6 16.9 44.5 90.5 161.7 259.1 344.3 429.3 522.2 541.8 ... 2,410.8

2003 ........... .6 17.7 46.7 90.4 159.4 264.4 358.2 448.8 554.0 585.0 16.8 2,542.0

2004 ........... .6 18.1 49.1 89.8 156.8 267.4 370.5 470.0 591.9 624.7 35.2 2,674.2

2005 ........... .6 18.3 51.5 88.4 157.3 267.1 381.5 492.3 635.0 658.9 56.8 2,807.8

2006 ........... .6 18.5 53.9 88.0 158.9 264.1 390.5 513.9 665.4 708.0 81.6 2,943.4

2007 ........... .6 18.5 55.9 89.4 159.6 260.4 396.8 533.8 685.4 761.5 115.5 3,077.4

2008 ........... .6 18.6 57.6 92.2 159.4 256.5 402.6 552.0 713.2 807.1 148.4 3,208.2

2009 ........... .6 18.7 58.6 95.7 158.0 253.5 405.8 569.0 743.9 861.7 147.4 3,312.9

2010 ........... .6 18.9 59.3 99.5 155.7 254.8 404.6 584.9 776.8 922.3 148.2 3,425.6

Total

1975 ........... 1.6 31.2 72.0 80.1 95.2 147.3 235.2 397.1 594.3 833.6 ... 2,487.6

1980 ........... 1.5 29.2 81.2 124.3 136.3 164.5 247.9 410.3 699.4 961.8 ... 2,856.4

1985 ........... .7 27.2 86.6 138.7 178.0 191.3 225.6 341.6 577.1 886.3 ... 2,653.1

1990 ........... 1.3 28.1 100.0 188.1 253.5 305.8 325.8 392.9 579.4 831.8 ... 3,006.7

1991 ........... 1.5 32.3 105.1 201.9 279.0 338.3 363.2 426.0 603.1 840.1 ... 3,190.6

1992 ........... 1.6 39.4 116.7 222.1 313.9 375.5 414.3 477.2 639.7 863.2 ... 3,463.7

1993 ........... 1.6 42.3 124.8 239.6 344.9 413.6 462.5 529.0 682.2 880.6 ... 3,721.1

1994 ........... 1.3 41.1 126.5 249.8 368.3 448.2 513.0 578.2 720.0 911.7 ... 3,958.2

1995 ........... 1.3 36.8 126.0 250.8 384.7 480.4 566.0 623.2 764.6 945.3 ... 4,179.3

1996 ........... 1.2 32.4 122.8 245.1 394.7 508.9 605.9 677.6 813.9 975.7 ... 4,378.3

1997 ........... 1.2 29.9 115.1 232.2 388.4 521.5 619.3 725.4 865.3 1,002.4 ... 4,500.7

1998 ........... 1.2 29.9 109.7 224.1 391.0 543.6 649.1 774.9 924.4 1,043.2 ... 4,690.9

1999 ........... 1.3 31.6 104.7 214.4 391.0 561.8 681.2 830.2 977.9 1,076.2 ... 4,870.2

2000 ........... 1.5 35.1 100.7 208.5 383.2 572.7 710.5 886.1 1,021.4 1,116.0 ... 5,035.6

2001 ........... 1.5 38.6 98.9 204.2 371.8 579.5 737.4 925.4 1,084.7 1,173.7 ... 5,215.7

2002 ........... 1.5 41.4 101.1 200.9 361.8 583.7 766.1 949.5 1,156.5 1,252.2 ... 5,414.6

2003 ........... 1.5 43.6 105.7 197.4 351.5 587.1 790.8 982.6 1,217.9 1,337.2 39.3 5,654.6

2004 ........... 1.5 44.8 111.2 193.3 341.2 586.8 810.9 1,019.4 1,293.2 1,414.7 81.7 5,898.6

2005 ........... 1.5 45.4 116.8 188.5 337.6 579.5 828.2 1,059.9 1,377.9 1,482.2 130.3 6,147.7

2006 ........... 1.5 45.8 122.4 186.3 336.0 567.1 840.7 1,099.6 1,433.1 1,580.3 186.4 6,399.2

2007 ........... 1.5 45.9 127.4 188.6 333.5 553.2 847.3 1,137.5 1,463.6 1,688.1 260.9 6,647.4

2008 ........... 1.5 46.2 131.4 194.1 329.3 539.4 852.4 1,171.0 1,511.9 1,777.3 333.0 6,887.6

2009 ........... 1.6 46.6 133.9 201.3 323.7 528.0 852.6 1,200.1 1,567.3 1,887.6 328.1 7,070.8

2010 ........... 1.6 47.1 135.8 209.4 316.9 525.7 844.3 1,227.2 1,629.0 2,010.8 328.6 7,276.5

1 See Glossary for definition of “Normal retirement age.”
DI Numbers

41

Sources:

• Historical award ratios computed by dividing number of awards to young or aged spouses by number of awards to minor children or disabled workers, respectively.

• Future award ratios projected based on historical trend and judgment.

• Historical awards based on SSA administrative records.

• Future awards to young or aged spouses computed by applying award ratios to applicable number of awards.

• Awards to total spouses are sum of young and aged spouses.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A21.—DI Awards to Young and Aged Spouses of Disabled Workers

(Calendar years 1975-2010)

[Numbers in thousands]

Year

Awards to

disabled workers

Awards to young spouses Awards to aged spouses

Awards to

total spouses

Ratio to minor children

awards (per 100) Number

Ratio to disabled worker

awards (per 100) Number

Male workers

1975 ............................... 408.5 30.37 116.7 7.81 31.9 148.6

1980 ............................... 291.2 32.15 74.9 11.20 32.6 107.5

1985 ............................... 281.1 25.74 48.5 11.53 32.4 80.9

1990 ............................... 303.6 19.35 41.8 8.29 25.2 67.0

1991 ............................... 343.4 18.24 45.5 7.11 24.4 69.9

1992 ............................... 402.7 16.30 49.8 6.30 25.4 75.1

1993 ............................... 394.4 14.63 46.3 6.46 25.5 71.7

1994 ............................... 381.4 13.11 42.7 6.35 24.2 66.9

1995 ............................... 378.5 12.05 37.9 6.03 22.8 60.7

1996 ............................... 355.5 10.63 33.0 6.12 21.7 54.7

1997 ............................... 326.8 9.20 25.5 7.13 23.3 48.8

1998 ............................... 333.0 8.25 23.0 6.81 22.7 45.7

1999 ............................... 337.5 7.71 21.8 6.67 22.5 44.4

2000 ............................... 338.8 7.25 19.7 6.59 22.3 42.0

2001 ............................... 347.7 7.25 20.2 6.50 22.6 42.8

2002 ............................... 361.9 7.25 21.0 6.40 23.2 44.2

2003 ............................... 375.2 7.25 21.7 6.30 23.6 45.4

2004 ............................... 387.5 7.25 22.4 6.30 24.4 46.9

2005 ............................... 401.8 7.25 23.2 6.30 25.3 48.6

2006 ............................... 413.9 7.25 24.0 6.30 26.1 50.1

2007 ............................... 426.2 7.25 24.7 6.30 26.8 51.6

2008 ............................... 438.5 7.25 25.5 6.30 27.6 53.1

2009 ............................... 451.6 7.25 26.2 6.30 28.4 54.7

2010 ............................... 466.0 7.25 27.0 6.30 29.4 56.4

Female workers

1975 ............................... 183.5 (1) (1) .10 .2 .2

1980 ............................... 129.1 .00 (2) .75 1.0 1.0

1985 ............................... 135.0 .90 1.7 .66 .9 2.6

1990 ............................... 168.5 .68 1.5 .42 .7 2.2

1991 ............................... 197.4 .73 1.8 .34 .7 2.5

1992 ............................... 239.4 .67 2.0 .30 .7 2.8

1993 ............................... 243.0 .61 1.9 .33 .8 2.7

1994 ............................... 250.4 .53 1.7 .30 .8 2.5

1995 ............................... 267.1 .48 1.5 .29 .8 2.3

1996 ............................... 268.8 .43 1.3 .28 .8 2.1

1997 ............................... 260.9 .35 1.0 .28 .7 1.7

1998 ............................... 275.4 .33 .9 .27 .8 1.7

1999 ............................... 283.0 .29 .8 .29 .8 1.7

2000 ............................... 282.5 .30 .8 .33 .9 1.7

2001 ............................... 289.0 .29 .8 .30 .9 1.7

2002 ............................... 301.0 .30 .9 .30 .9 1.8

2003 ............................... 310.0 .30 .9 .30 .9 1.8

2004 ............................... 319.9 .30 .9 .30 1.0 1.9

2005 ............................... 331.0 .30 1.0 .30 1.0 2.0

2006 ............................... 344.2 .30 1.0 .30 1.0 2.0

2007 ............................... 354.0 .30 1.0 .30 1.1 2.1

2008 ............................... 365.2 .30 1.1 .30 1.1 2.1

2009 ............................... 375.4 .30 1.1 .30 1.1 2.2

2010 ............................... 386.5 .30 1.1 .30 1.2 2.3

Total

1975 ............................... 592.0 30.37 116.7 5.42 32.1 148.7

1980 ............................... 420.3 32.15 74.9 7.99 33.6 108.5

1985 ............................... 416.1 26.64 50.2 8.00 33.3 83.5

1990 ............................... 472.1 20.03 43.3 5.48 25.9 69.2

1991 ............................... 540.8 18.97 47.3 4.64 25.1 72.4

1992 ............................... 642.1 16.97 51.8 4.06 26.1 77.9

1993 ............................... 637.4 15.24 48.2 4.12 26.3 74.5

1994 ............................... 631.9 13.64 44.5 3.95 25.0 69.4

1995 ............................... 645.6 12.53 39.4 3.65 23.6 63.0

1996 ............................... 624.3 11.06 34.3 3.61 22.5 56.8

1997 ............................... 587.7 9.55 26.5 4.09 24.0 50.5

1998 ............................... 608.4 8.58 23.9 3.85 23.4 47.4

1999 ............................... 620.6 8.01 22.7 3.76 23.4 46.0

2000 ............................... 621.3 7.55 20.5 3.74 23.3 43.7

2001 ............................... 636.6 7.54 21.0 3.69 23.5 44.5

2002 ............................... 662.9 7.55 21.9 3.63 24.1 46.0

2003 ............................... 685.2 7.55 22.6 3.59 24.6 47.2

2004 ............................... 707.4 7.55 23.4 3.59 25.4 48.7

2005 ............................... 732.7 7.55 24.2 3.59 26.3 50.5

2006 ............................... 758.1 7.55 25.0 3.58 27.1 52.2

2007 ............................... 780.1 7.55 25.8 3.58 27.9 53.7

2008 ............................... 803.7 7.55 26.5 3.57 28.7 55.3

2009 ............................... 826.9 7.55 27.3 3.58 29.6 56.9

2010 ............................... 852.5 7.55 28.2 3.58 30.5 58.7

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50.
Benefit Payments

42

Sources:

• Historical award ratios computed by dividing number of awards to minor, disabled, or student children by number of awards to disabled workers.

• Future award ratios projected based on historical trend and judgment.

• Historical awards based on SSA administrative records.

• Future awards to minor, disabled, or student children computed by applying award ratios to number of disabled-worker awards.

• Awards to total children are sum of awards to minor, disabled, or student children.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A22.—DI Awards to Minor, Disabled, and Student Children of Disabled Workers

(Calendar years 1975-2010)

[Numbers in thousands]

Year

Awards to

disabled

workers

Minor children Disabled children Student children

Total children

Ratio to disabled

worker awards

(per 100) Number

Ratio to disabled

worker awards

(per 100) Number

Ratio to disabled

worker awards

(per 100) Number

1975 ..................... 592.0 64.87 384.1 1.19 7.0 20.96 124.1 515.2

1976 ..................... 551.5 65.36 360.4 1.35 7.4 26.04 143.6 511.5

1977 ..................... 568.9 63.32 360.2 1.40 8.0 26.42 150.3 518.5

1978 ..................... 490.8 60.56 297.2 1.47 7.2 30.35 148.9 453.4

1979 ..................... 440.5 56.15 247.3 1.42 6.3 33.05 145.6 399.2

1980 ..................... 420.3 55.45 233.1 1.48 6.2 34.72 145.9 385.2

1981 ..................... 381.0 53.08 202.2 1.45 5.5 36.24 138.1 345.9

1982 ..................... 336.1 45.17 151.8 1.26 4.2 31.07 104.4 260.5

1983 ..................... 428.5 35.78 153.3 1.21 5.2 16.49 70.6 229.1

1984 ..................... 410.0 42.18 172.9 1.37 5.6 15.11 61.9 240.5

1985 ..................... 416.1 45.30 188.5 1.60 6.7 13.36 55.6 250.8

1986 ..................... 424.9 46.25 196.5 1.63 6.9 12.37 52.5 256.0

1987 ..................... 420.3 45.59 191.6 1.59 6.7 12.84 54.0 252.2

1988 ..................... 415.3 47.10 195.6 1.59 6.6 14.79 61.4 263.7

1989 ..................... 430.7 45.69 196.8 1.47 6.3 13.17 56.7 259.8

1990 ..................... 472.1 45.80 216.2 1.39 6.6 12.37 58.4 281.2

1991 ..................... 540.8 46.13 249.5 1.39 7.5 11.12 60.2 317.2

1992 ..................... 642.1 47.57 305.4 1.48 9.5 10.27 65.9 380.9

1993 ..................... 637.4 49.62 316.3 1.60 10.2 11.12 70.9 397.4

1994 ..................... 631.9 51.56 325.8 1.54 9.7 11.72 74.1 409.6

1995 ..................... 645.6 48.68 314.3 1.51 9.7 11.71 75.6 399.7

1996 ..................... 624.3 49.69 310.2 1.49 9.3 12.26 76.5 396.1

1997 ..................... 587.7 47.18 277.3 1.44 8.5 12.90 75.8 361.6

1998 ..................... 608.4 45.87 279.1 1.49 9.1 13.54 82.4 370.5

1999 ..................... 620.6 45.60 283.0 1.58 9.8 13.58 84.3 377.1

2000 ..................... 621.3 43.62 271.0 1.55 9.6 13.11 81.4 362.0

2001 ..................... 636.6 43.75 278.5 1.50 9.5 13.00 82.8 370.8

2002 ..................... 662.9 43.75 290.0 1.45 9.6 13.00 86.2 385.8

2003 ..................... 685.2 43.75 299.8 1.40 9.6 13.00 89.1 398.5

2004 ..................... 707.4 43.75 309.5 1.40 9.9 13.00 92.0 411.3

2005 ..................... 732.7 43.75 320.6 1.40 10.3 13.00 95.3 426.1

2006 ..................... 758.1 43.75 331.7 1.40 10.6 13.00 98.6 440.8

2007 ..................... 780.1 43.75 341.3 1.40 10.9 13.00 101.4 453.7

2008 ..................... 803.7 43.75 351.6 1.40 11.3 13.00 104.5 467.4

2009 ..................... 826.9 43.75 361.8 1.40 11.6 13.00 107.5 480.9

2010 ..................... 852.5 43.75 373.0 1.40 11.9 13.00 110.8 495.7
DI Numbers

43

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A23.—DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975................ 1,560.2 408.5 139.93 246.9 1,721.8 6.92 11.9 1,709.9

1976................ 1,721.8 381.9 139.80 267.4 1,836.3 7.26 13.3 1,823.0

1977................ 1,836.3 395.0 143.26 291.4 1,939.9 5.56 10.8 1,929.1

1978................ 1,939.9 341.4 149.68 315.9 1,965.4 7.48 14.7 1,950.7

1979................ 1,965.4 304.6 151.95 321.8 1,948.3 5.51 10.7 1,937.5

1980................ 1,948.3 291.2 145.45 304.5 1,934.9 4.64 9.0 1,925.9

1981................ 1,934.9 264.7 154.83 320.1 1,879.5 7.19 13.5 1,866.0

1982................ 1,879.5 233.6 176.92 353.2 1,759.9 10.38 18.3 1,741.6

1983................ 1,759.9 296.5 163.06 311.1 1,745.3 10.71 18.7 1,726.6

1984................ 1,745.3 280.3 139.33 262.7 1,762.8 10.81 19.1 1,743.8

1985................ 1,762.8 281.1 126.89 241.5 1,802.4 11.47 20.7 1,781.7

1986................ 1,802.4 284.4 123.91 240.9 1,845.8 12.09 22.3 1,823.5

1987................ 1,845.8 279.0 124.66 247.5 1,877.3 12.57 23.6 1,853.7

1988................ 1,877.3 273.2 123.98 249.7 1,900.9 14.46 27.5 1,873.4

1989................ 1,900.9 278.8 119.67 244.2 1,935.5 17.05 33.0 1,902.5

1990................ 1,935.5 303.6 115.54 241.2 1,997.9 17.18 34.3 1,963.6

1991................ 1,997.9 343.4 111.56 242.0 2,099.3 16.79 35.2 2,064.1

1992................ 2,099.3 402.7 108.62 249.9 2,252.1 15.91 35.8 2,216.3

1993................ 2,252.1 394.4 104.19 255.2 2,391.3 15.95 38.1 2,353.2

1994................ 2,391.3 381.4 100.86 260.4 2,512.3 17.25 43.3 2,469.0

1995................ 2,512.3 378.5 101.32 273.7 2,617.1 20.57 53.8 2,563.3

1996................ 2,617.1 355.5 96.02 268.4 2,704.2 24.31 65.7 2,638.5

1997................ 2,704.2 326.8 106.51 305.4 2,725.6 23.96 65.3 2,660.3

1998................ 2,725.6 333.0 88.88 257.1 2,801.6 25.10 70.3 2,731.3

1999................ 2,801.6 337.5 91.45 271.6 2,867.5 25.57 73.3 2,794.2

2000................ 2,867.5 338.8 93.06 282.6 2,923.7 24.54 71.7 2,851.9

2001-I............. 2,923.7 88.3 23.47 69.6 2,942.3 24.85 73.1 2,869.2

2001-II............ 2,942.3 88.3 22.86 68.3 2,962.3 25.16 74.5 2,887.8

2001-III .......... 2,962.3 88.3 22.71 68.3 2,982.4 25.48 76.0 2,906.4

2001-IV .......... 2,982.4 82.7 22.13 66.9 2,998.2 25.79 77.3 2,920.9

2002-I............. 2,998.2 91.9 23.30 70.9 3,019.2 25.68 77.5 2,941.7

2002-II............ 3,019.2 91.9 22.68 69.5 3,041.6 25.58 77.8 2,963.8

2002-III .......... 3,041.6 91.9 22.52 69.5 3,064.0 25.47 78.0 2,986.0

2002-IV .......... 3,064.0 86.1 21.93 68.1 3,082.0 25.36 78.2 3,003.8

2003-I............. 3,082.0 95.3 21.61 67.6 3,109.7 25.24 78.5 3,031.2

2003-II............ 3,109.7 95.3 21.00 66.3 3,138.7 25.11 78.8 3,059.9

2003-III .......... 3,138.7 95.3 20.81 66.3 3,167.7 24.99 79.2 3,088.5

2003-IV .......... 3,167.7 89.3 20.23 65.0 3,192.0 24.87 79.4 3,112.7

2004-I............. 3,192.0 98.4 21.61 70.0 3,220.4 24.74 79.7 3,140.8

2004-II............ 3,220.4 98.4 21.00 68.7 3,250.2 24.61 80.0 3,170.2

2004-III .......... 3,250.2 98.4 20.81 68.7 3,280.0 24.48 80.3 3,199.7

2004-IV .......... 3,280.0 92.2 20.23 67.3 3,304.9 24.36 80.5 3,224.4

2005-I............. 3,304.9 102.0 21.67 72.7 3,334.2 24.23 80.8 3,253.5

2005-II............ 3,334.2 102.0 21.06 71.3 3,365.0 24.10 81.1 3,283.9

2005-III .......... 3,365.0 102.0 20.87 71.3 3,395.8 23.98 81.4 3,314.3

2005-IV .......... 3,395.8 95.6 20.29 69.9 3,421.5 23.85 81.6 3,339.9

2006-I............. 3,421.5 105.1 21.80 75.7 3,450.9 23.73 81.9 3,369.0

2006-II............ 3,450.9 105.1 21.20 74.3 3,481.8 23.61 82.2 3,399.6

2006-III .......... 3,481.8 105.1 21.01 74.3 3,512.7 23.49 82.5 3,430.2

2006-IV .......... 3,512.7 98.5 20.43 72.8 3,538.4 23.38 82.7 3,455.7

2007-I............. 3,538.4 108.2 22.06 79.3 3,567.4 23.27 83.0 3,484.4

2007-II............ 3,567.4 108.2 21.45 77.7 3,598.0 23.16 83.3 3,514.7

2007-III .......... 3,598.0 108.2 21.27 77.7 3,628.5 23.05 83.6 3,544.9

2007-IV .......... 3,628.5 101.4 20.70 76.1 3,653.8 22.94 83.8 3,570.0

2008-I............. 3,653.8 111.4 22.55 83.7 3,681.5 22.85 84.1 3,597.4

2008-II............ 3,681.5 111.4 21.95 82.0 3,710.9 22.75 84.4 3,626.5

2008-III .......... 3,710.9 111.4 21.77 82.0 3,740.3 22.65 84.7 3,655.6

2008-IV .......... 3,740.3 104.4 21.19 80.4 3,764.3 22.55 84.9 3,679.4

2009-I............. 3,764.3 114.7 24.82 94.9 3,784.1 22.50 85.1 3,699.0

2009-II............ 3,784.1 114.7 24.21 93.0 3,805.8 22.45 85.4 3,720.4

2009-III .......... 3,805.8 114.7 24.08 93.0 3,827.5 22.40 85.7 3,741.8

2009-IV .......... 3,827.5 107.5 23.49 91.2 3,843.8 22.34 85.9 3,757.9

2010-I............. 3,843.8 118.4 24.30 94.8 3,867.3 22.27 86.1 3,781.2

2010-II............ 3,867.3 118.4 23.68 93.0 3,892.7 22.20 86.4 3,806.3

2010-III .......... 3,892.7 118.4 23.53 93.0 3,918.1 22.14 86.7 3,831.3

2010-IV .......... 3,918.1 110.9 22.93 91.1 3,937.9 22.07 86.9 3,851.0
Benefit Payments

44

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A24.—DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975 ............... 691.1 183.5 118.63 92.9 781.7 5.13 4.0 777.7

1976 ............... 781.7 169.6 116.79 101.2 850.1 4.34 3.7 846.4

1977 ............... 850.1 173.9 121.18 113.6 910.4 3.66 3.3 907.1

1978 ............... 910.4 149.4 129.38 127.5 932.4 5.30 4.9 927.5

1979 ............... 932.4 135.9 133.86 133.9 934.4 3.63 3.4 931.0

1980 ............... 934.4 129.1 130.23 130.1 933.4 3.14 2.9 930.4

1981 ............... 933.4 116.4 141.27 140.1 909.6 4.30 3.9 905.7

1982 ............... 909.6 102.5 154.98 148.9 863.2 6.42 5.5 857.7

1983 ............... 863.2 132.0 163.32 151.8 843.4 7.00 5.9 837.5

1984 ............... 843.4 129.7 130.87 118.9 854.3 6.84 5.8 848.4

1985 ............... 854.3 135.0 120.80 111.3 877.9 7.39 6.5 871.4

1986 ............... 877.9 140.5 116.46 110.4 908.0 7.58 6.9 901.1

1987 ............... 908.0 141.3 115.92 113.4 935.9 8.41 7.9 928.0

1988 ............... 935.9 142.1 114.64 115.4 962.5 10.23 9.8 952.7

1989 ............... 962.5 151.9 109.27 113.5 1,001.0 12.86 12.9 988.1

1990 ............... 1,001.0 168.5 104.05 112.9 1,056.5 12.73 13.5 1,043.1

1991 ............... 1,056.5 197.4 98.19 113.4 1,140.5 12.26 14.0 1,126.5

1992 ............... 1,140.5 239.4 93.57 117.9 1,261.9 11.51 14.5 1,247.4

1993 ............... 1,261.9 243.0 87.73 121.4 1,383.5 11.34 15.7 1,367.9

1994 ............... 1,383.5 250.4 84.26 127.1 1,506.8 11.75 17.7 1,489.1

1995 ............... 1,506.8 267.1 83.90 137.6 1,636.3 12.46 20.4 1,615.9

1996 ............... 1,636.3 268.8 80.25 142.1 1,763.0 13.17 23.2 1,739.8

1997 ............... 1,763.0 260.9 83.56 158.2 1,865.7 13.56 25.3 1,840.4

1998 ............... 1,865.7 275.4 76.36 153.0 1,988.0 14.27 28.4 1,959.7

1999 ............... 1,988.0 283.0 77.38 164.8 2,106.3 14.36 30.2 2,076.0

2000 ............... 2,106.3 282.5 78.36 176.1 2,212.7 13.09 29.0 2,183.7

2001-I............. 2,212.7 73.4 19.89 44.7 2,241.3 13.19 29.6 2,211.8

2001-II ........... 2,241.3 73.4 19.26 43.9 2,270.9 13.28 30.2 2,240.7

2001-III.......... 2,270.9 73.4 19.01 43.9 2,300.4 13.38 30.8 2,269.6

2001-IV.......... 2,300.4 68.8 18.41 43.0 2,326.2 13.47 31.3 2,294.8

2002-I............. 2,326.2 76.5 19.83 46.9 2,355.8 13.43 31.6 2,324.1

2002-II ........... 2,355.8 76.5 19.20 46.0 2,386.3 13.39 32.0 2,354.3

2002-III.......... 2,386.3 76.5 18.96 46.0 2,416.8 13.36 32.3 2,384.5

2002-IV.......... 2,416.8 71.6 18.36 45.0 2,443.4 13.32 32.5 2,410.8

2003-I............. 2,443.4 78.7 18.25 45.3 2,476.8 13.26 32.8 2,443.9

2003-II ........... 2,476.8 78.7 17.66 44.4 2,511.1 13.20 33.2 2,477.9

2003-III.......... 2,511.1 78.7 17.42 44.4 2,545.4 13.14 33.5 2,512.0

2003-IV.......... 2,545.4 73.8 16.86 43.5 2,575.7 13.09 33.7 2,542.0

2004-I............. 2,575.7 81.2 18.18 47.6 2,609.3 13.02 34.0 2,575.4

2004-II ........... 2,609.3 81.2 17.60 46.6 2,643.9 12.96 34.3 2,609.7

2004-III.......... 2,643.9 81.2 17.37 46.6 2,678.5 12.90 34.5 2,644.0

2004-IV.......... 2,678.5 76.1 16.82 45.7 2,709.0 12.84 34.8 2,674.2

2005-I............. 2,709.0 84.1 18.20 50.1 2,743.0 12.78 35.0 2,707.9

2005-II ........... 2,743.0 84.1 17.62 49.1 2,778.0 12.71 35.3 2,742.6

2005-III.......... 2,778.0 84.1 17.40 49.1 2,812.9 12.65 35.6 2,777.4

2005-IV.......... 2,812.9 78.8 16.86 48.1 2,843.6 12.59 35.8 2,807.8

2006-I............. 2,843.6 87.4 18.33 52.9 2,878.1 12.53 36.1 2,842.0

2006-II ........... 2,878.1 87.4 17.76 51.9 2,913.7 12.47 36.3 2,877.3

2006-III.......... 2,913.7 87.4 17.54 51.9 2,949.2 12.42 36.6 2,912.6

2006-IV.......... 2,949.2 81.9 17.00 50.8 2,980.3 12.36 36.8 2,943.4

2007-I............. 2,980.3 89.9 18.45 55.8 3,014.3 12.31 37.1 2,977.2

2007-II ........... 3,014.3 89.9 17.89 54.7 3,049.5 12.26 37.4 3,012.1

2007-III.......... 3,049.5 89.9 17.69 54.7 3,084.7 12.21 37.7 3,047.0

2007-IV.......... 3,084.7 84.2 17.16 53.6 3,115.3 12.16 37.9 3,077.4

2008-I............. 3,115.3 92.8 18.82 59.5 3,148.5 12.11 38.1 3,110.4

2008-II ........... 3,148.5 92.8 18.26 58.3 3,183.0 12.07 38.4 3,144.5

2008-III.......... 3,183.0 92.8 18.06 58.3 3,217.4 12.02 38.7 3,178.7

2008-IV.......... 3,217.4 86.9 17.53 57.2 3,247.1 11.98 38.9 3,208.2

2009-I............. 3,247.1 95.3 20.89 68.8 3,273.6 11.94 39.1 3,234.6

2009-II ........... 3,273.6 95.3 20.32 67.5 3,301.5 11.90 39.3 3,262.2

2009-III.......... 3,301.5 95.3 20.15 67.5 3,329.3 11.86 39.5 3,289.9

2009-IV.......... 3,329.3 89.3 19.60 66.1 3,352.5 11.82 39.6 3,312.9

2010-I............. 3,352.5 98.2 20.46 69.6 3,381.1 11.79 39.9 3,341.2

2010-II ........... 3,381.1 98.2 19.90 68.2 3,411.0 11.76 40.1 3,370.9

2010-III.......... 3,411.0 98.2 19.72 68.2 3,441.0 11.72 40.3 3,400.6

2010-IV.......... 3,441.0 92.0 19.18 66.9 3,466.1 11.68 40.5 3,425.6
DI Numbers

45

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A25.—DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975................ 2,251.3 592.0 133.38 339.8 2,503.6 6.36 15.9 2,487.6

1976................ 2,503.6 551.5 132.63 368.6 2,686.4 6.33 17.0 2,669.4

1977................ 2,686.4 568.9 136.30 404.9 2,850.4 4.96 14.1 2,836.2

1978................ 2,850.4 490.8 143.22 443.4 2,897.8 6.78 19.6 2,878.2

1979................ 2,897.8 440.5 146.15 455.7 2,882.6 4.90 14.1 2,868.5

1980................ 2,882.6 420.3 140.53 434.6 2,868.3 4.15 11.9 2,856.4

1981................ 2,868.3 381.0 150.44 460.1 2,789.1 6.25 17.4 2,771.7

1982................ 2,789.1 336.1 169.79 502.1 2,623.1 9.07 23.8 2,599.3

1983................ 2,623.1 428.5 163.14 462.9 2,588.7 9.50 24.6 2,564.1

1984................ 2,588.7 410.0 136.58 381.6 2,617.1 9.51 24.9 2,592.2

1985................ 2,617.1 416.1 124.91 352.9 2,680.3 10.13 27.2 2,653.1

1986................ 2,680.3 424.9 121.47 351.4 2,753.8 10.60 29.2 2,724.6

1987................ 2,753.8 420.3 121.77 360.9 2,813.2 11.19 31.5 2,781.7

1988................ 2,813.2 415.3 120.87 365.1 2,863.4 13.04 37.3 2,826.1

1989................ 2,863.4 430.7 116.16 357.6 2,936.4 15.62 45.9 2,890.6

1990................ 2,936.4 472.1 111.61 354.1 3,054.5 15.64 47.8 3,006.7

1991................ 3,054.5 540.8 106.91 355.5 3,239.8 15.19 49.2 3,190.6

1992................ 3,239.8 642.1 103.29 367.8 3,514.1 14.33 50.4 3,463.7

1993................ 3,514.1 637.4 98.25 376.6 3,774.9 14.26 53.8 3,721.1

1994................ 3,774.9 631.9 94.74 387.6 4,019.2 15.19 61.0 3,958.2

1995................ 4,019.2 645.6 94.74 411.4 4,253.5 17.45 74.2 4,179.3

1996................ 4,253.5 624.3 89.91 410.5 4,467.3 19.91 88.9 4,378.3

1997................ 4,467.3 587.7 97.39 463.7 4,591.3 19.73 90.6 4,500.7

1998................ 4,591.3 608.4 83.76 410.0 4,789.6 20.61 98.7 4,690.9

1999................ 4,789.6 620.6 85.58 436.4 4,973.8 20.82 103.6 4,870.2

2000................ 4,973.8 621.3 86.81 458.7 5,136.4 19.61 100.7 5,035.6

2001-I............. 5,136.4 161.7 21.93 114.4 5,183.7 19.81 102.7 5,081.0

2001-II............ 5,183.7 161.7 21.30 112.2 5,233.2 20.01 104.7 5,128.5

2001-III .......... 5,233.2 161.7 21.10 112.2 5,282.8 20.21 106.7 5,176.0

2001-IV .......... 5,282.8 151.5 20.51 109.9 5,324.4 20.41 108.7 5,215.7

2002-I............. 5,324.4 168.4 21.78 117.8 5,375.0 20.31 109.2 5,265.8

2002-II............ 5,375.0 168.4 21.16 115.5 5,427.9 20.22 109.8 5,318.1

2002-III .......... 5,427.9 168.4 20.95 115.5 5,480.8 20.13 110.3 5,370.4

2002-IV .......... 5,480.8 157.8 20.36 113.2 5,525.4 20.04 110.7 5,414.6

2003-I............. 5,525.4 174.0 20.12 112.9 5,586.5 19.93 111.3 5,475.1

2003-II............ 5,586.5 174.0 19.52 110.7 5,649.8 19.82 112.0 5,537.8

2003-III .......... 5,649.8 174.0 19.30 110.7 5,713.1 19.71 112.6 5,600.5

2003-IV .......... 5,713.1 163.1 18.73 108.5 5,767.7 19.61 113.1 5,654.6

2004-I............. 5,767.7 179.7 20.08 117.6 5,829.8 19.50 113.6 5,716.1

2004-II............ 5,829.8 179.7 19.48 115.3 5,894.1 19.39 114.3 5,779.9

2004-III .......... 5,894.1 179.7 19.27 115.3 5,958.5 19.27 114.9 5,843.7

2004-IV .......... 5,958.5 168.4 18.70 113.0 6,013.9 19.17 115.3 5,898.6

2005-I............. 6,013.9 186.1 20.10 122.8 6,077.2 19.06 115.8 5,961.4

2005-II............ 6,077.2 186.1 19.51 120.4 6,143.0 18.95 116.4 6,026.5

2005-III .......... 6,143.0 186.1 19.30 120.4 6,208.7 18.85 117.0 6,091.7

2005-IV .......... 6,208.7 174.4 18.74 118.0 6,265.1 18.74 117.4 6,147.7

2006-I............. 6,265.1 192.6 20.23 128.7 6,329.0 18.64 118.0 6,211.1

2006-II............ 6,329.0 192.6 19.63 126.1 6,395.5 18.54 118.6 6,276.9

2006-III .......... 6,395.5 192.6 19.43 126.1 6,461.9 18.44 119.1 6,342.7

2006-IV .......... 6,461.9 180.4 18.87 123.6 6,518.7 18.34 119.5 6,399.2

2007-I............. 6,518.7 198.2 20.41 135.1 6,581.8 18.25 120.1 6,461.7

2007-II............ 6,581.8 198.2 19.82 132.4 6,647.5 18.16 120.7 6,526.8

2007-III .......... 6,647.5 198.2 19.63 132.4 6,713.2 18.07 121.3 6,591.9

2007-IV .......... 6,713.2 185.7 19.07 129.8 6,769.1 17.98 121.7 6,647.4

2008-I............. 6,769.1 204.1 20.84 143.2 6,830.1 17.90 122.3 6,707.8

2008-II............ 6,830.1 204.1 20.25 140.4 6,893.9 17.82 122.8 6,771.0

2008-III .......... 6,893.9 204.1 20.06 140.4 6,957.7 17.74 123.4 6,834.3

2008-IV .......... 6,957.7 191.3 19.50 137.5 7,011.4 17.66 123.8 6,887.6

2009-I............. 7,011.4 210.0 23.00 163.7 7,057.7 17.60 124.2 6,933.5

2009-II............ 7,057.7 210.0 22.41 160.5 7,107.3 17.55 124.7 6,982.6

2009-III .......... 7,107.3 210.0 22.25 160.5 7,156.8 17.50 125.2 7,031.6

2009-IV .......... 7,156.8 196.8 21.68 157.3 7,196.3 17.44 125.5 7,070.8

2010-I............. 7,196.3 216.5 22.51 164.5 7,248.4 17.38 126.0 7,122.4

2010-II............ 7,248.4 216.5 21.92 161.2 7,303.7 17.32 126.5 7,177.2

2010-III .......... 7,303.7 216.5 21.75 161.2 7,359.0 17.27 127.1 7,232.0

2010-IV .......... 7,359.0 202.9 21.18 158.0 7,403.9 17.21 127.4 7,276.5
Benefit Payments

46

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A26.—DI Young Wives of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975 ............... 368.2 116.7 189.42 80.8 404.0 39.47 15.9 388.1

1976 ............... 404.0 110.7 204.49 93.9 420.8 39.87 16.8 404.0

1977 ............... 420.8 113.5 205.37 98.1 436.2 41.19 18.0 418.2

1978 ............... 436.2 93.3 199.88 96.5 433.0 45.86 19.9 413.1

1979 ............... 433.0 79.6 205.14 97.0 415.6 41.70 17.3 398.2

1980 ............... 415.6 74.9 198.04 89.7 400.8 39.78 15.9 384.8

1981 ............... 400.8 64.3 221.35 95.8 369.2 47.13 17.4 351.8

1982 ............... 369.2 45.5 266.01 104.3 310.4 65.06 20.2 290.2

1983 ............... 310.4 43.7 318.53 105.8 248.3 73.86 18.3 229.9

1984 ............... 248.3 46.4 192.13 52.2 242.5 73.22 17.8 224.8

1985 ............... 242.5 48.5 174.99 46.7 244.4 74.78 18.3 226.1

1986 ............... 244.4 47.7 193.86 52.0 240.1 80.02 19.2 220.9

1987 ............... 240.1 43.3 196.58 51.5 231.9 87.20 20.2 211.7

1988 ............... 231.9 42.6 196.93 49.9 224.6 92.84 20.9 203.8

1989 ............... 224.6 40.2 184.99 45.3 219.6 98.66 21.7 197.9

1990 ............... 219.6 41.8 179.40 43.2 218.3 102.97 22.5 195.8

1991 ............... 218.3 45.5 177.04 42.7 221.1 102.50 22.7 198.5

1992 ............... 221.1 49.8 173.26 42.6 228.3 107.64 24.6 203.7

1993 ............... 228.3 46.3 169.55 42.6 231.9 107.52 24.9 207.0

1994 ............... 231.9 42.7 165.24 41.9 232.8 111.41 25.9 206.9

1995 ............... 232.8 37.9 167.82 42.2 228.4 116.45 26.6 201.8

1996 ............... 228.4 33.0 167.08 40.9 220.5 244.46 53.9 166.6

1997 ............... 220.5 25.5 173.97 40.6 205.4 266.65 54.8 150.6

1998 ............... 205.4 23.0 164.76 35.7 192.7 301.62 58.1 134.6

1999 ............... 192.7 21.8 169.14 34.4 180.1 323.10 58.2 121.9

2000 ............... 180.1 19.7 168.03 31.9 167.8 333.10 55.9 111.9

2001-I............. 167.8 5.1 43.50 7.4 165.6 332.25 55.0 110.6

2001-II ........... 165.6 5.1 43.50 7.3 163.4 331.39 54.1 109.2

2001-III.......... 163.4 5.1 43.50 7.2 161.3 330.54 53.3 108.0

2001-IV.......... 161.3 4.8 43.50 7.1 159.0 329.69 52.4 106.6

2002-I............. 159.0 5.3 43.50 7.0 157.3 328.84 51.7 105.6

2002-II ........... 157.3 5.3 43.50 7.0 155.7 327.99 51.1 104.6

2002-III.......... 155.7 5.3 43.50 6.9 154.1 327.14 50.4 103.7

2002-IV.......... 154.1 5.0 43.50 6.8 152.3 326.28 49.7 102.6

2003-I............. 152.3 5.5 43.50 6.7 151.1 325.43 49.2 101.9

2003-II ........... 151.1 5.5 43.50 6.7 149.9 324.58 48.7 101.3

2003-III.......... 149.9 5.5 43.50 6.6 148.8 323.73 48.2 100.6

2003-IV.......... 148.8 5.2 43.50 6.6 147.4 322.88 47.6 99.8

2004-I............. 147.4 5.7 43.50 6.5 146.5 322.03 47.2 99.4

2004-II ........... 146.5 5.7 43.50 6.5 145.7 321.17 46.8 98.9

2004-III.......... 145.7 5.7 43.50 6.5 145.0 320.32 46.4 98.5

2004-IV.......... 145.0 5.3 43.50 6.4 143.9 319.47 46.0 97.9

2005-I............. 143.9 5.9 43.50 6.4 143.4 318.62 45.7 97.7

2005-II ........... 143.4 5.9 43.50 6.4 142.9 317.77 45.4 97.5

2005-III.......... 142.9 5.9 43.50 6.3 142.5 316.92 45.2 97.3

2005-IV.......... 142.5 5.5 43.50 6.3 141.7 316.07 44.8 96.9

2006-I............. 141.7 6.1 43.50 6.3 141.5 315.21 44.6 96.9

2006-II ........... 141.5 6.1 43.50 6.3 141.3 314.36 44.4 96.9

2006-III.......... 141.3 6.1 43.50 6.3 141.2 313.51 44.3 96.9

2006-IV.......... 141.2 5.7 43.50 6.3 140.6 312.66 44.0 96.7

2007-I............. 140.6 6.3 43.50 6.3 140.7 311.81 43.9 96.8

2007-II ........... 140.7 6.3 43.50 6.3 140.7 310.95 43.7 96.9

2007-III.......... 140.7 6.3 43.50 6.3 140.7 310.10 43.6 97.1

2007-IV.......... 140.7 5.9 43.50 6.2 140.4 309.25 43.4 97.0

2008-I............. 140.4 6.5 43.50 6.2 140.6 308.40 43.4 97.2

2008-II ........... 140.6 6.5 43.50 6.3 140.8 307.55 43.3 97.5

2008-III.......... 140.8 6.5 43.50 6.3 141.0 306.70 43.2 97.8

2008-IV.......... 141.0 6.1 43.50 6.3 140.8 305.85 43.1 97.7

2009-I............. 140.8 6.7 43.50 6.3 141.2 304.99 43.1 98.1

2009-II ........... 141.2 6.7 43.50 6.3 141.6 304.14 43.1 98.5

2009-III.......... 141.6 6.7 43.50 6.3 141.9 303.29 43.0 98.9

2009-IV.......... 141.9 6.2 43.50 6.3 141.9 302.44 42.9 99.0

2010-I............. 141.9 6.9 43.50 6.3 142.4 301.59 43.0 99.5

2010-II ........... 142.4 6.9 43.50 6.3 142.9 300.74 43.0 100.0

2010-III.......... 142.9 6.9 43.50 6.4 143.4 299.88 43.0 100.4

2010-IV.......... 143.4 6.4 43.50 6.4 143.5 299.03 42.9 100.6
DI Numbers

47

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A27.—DI Young Husbands 1 of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1983-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1983................ (2) 2.4 213.23 0.3 2.1 36.30 0.1 2.1

1984................ 2.1 2.6 259.21 .9 3.8 151.54 .6 3.3

1985................ 3.8 1.7 155.58 .7 4.8 192.54 .9 3.9

1986................ 4.8 1.7 158.26 .9 5.6 218.04 1.2 4.4

1987................ 5.6 1.8 187.01 1.2 6.2 230.23 1.4 4.7

1988................ 6.2 1.7 186.40 1.3 6.5 237.07 1.5 5.0

1989................ 6.5 1.3 166.48 1.2 6.6 246.79 1.6 5.0

1990................ 6.6 1.5 164.62 1.2 6.9 252.90 1.7 5.1

1991................ 6.9 1.8 164.32 1.3 7.4 253.50 1.9 5.5

1992................ 7.4 2.0 158.57 1.3 8.1 257.87 2.1 6.0

1993................ 8.1 1.9 167.16 1.5 8.5 269.94 2.3 6.2

1994................ 8.5 1.7 165.30 1.6 8.7 274.48 2.4 6.3

1995................ 8.7 1.5 164.80 1.6 8.7 279.14 2.4 6.2

1996................ 8.7 1.3 160.94 1.5 8.5 550.28 4.7 3.8

1997................ 8.5 1.0 159.98 1.4 8.0 579.83 4.7 3.4

1998................ 8.0 .9 170.43 1.4 7.5 628.72 4.7 2.8

1999................ 7.5 .8 180.44 1.4 6.9 649.97 4.5 2.4

2000................ 6.9 .8 167.70 1.2 6.5 672.79 4.4 2.1

2001-I............. 6.5 .2 45.00 .3 6.4 672.33 4.3 2.1

2001-II............ 6.4 .2 45.00 .3 6.3 671.87 4.2 2.1

2001-III .......... 6.3 .2 45.00 .3 6.2 671.40 4.2 2.0

2001-IV .......... 6.2 .2 45.00 .3 6.1 670.94 4.1 2.0

2002-I............. 6.1 .2 45.00 .3 6.1 670.48 4.1 2.0

2002-II............ 6.1 .2 45.00 .3 6.0 670.01 4.0 2.0

2002-III .......... 6.0 .2 45.00 .3 6.0 669.55 4.0 2.0

2002-IV .......... 6.0 .2 45.00 .3 5.9 669.09 3.9 1.9

2003-I............. 5.9 .2 45.00 .3 5.8 668.62 3.9 1.9

2003-II............ 5.8 .2 45.00 .3 5.8 668.16 3.9 1.9

2003-III .......... 5.8 .2 45.00 .3 5.8 667.70 3.9 1.9

2003-IV .......... 5.8 .2 45.00 .3 5.7 667.23 3.8 1.9

2004-I............. 5.7 .2 45.00 .3 5.7 666.77 3.8 1.9

2004-II............ 5.7 .2 45.00 .3 5.7 666.31 3.8 1.9

2004-III .......... 5.7 .2 45.00 .3 5.6 665.84 3.8 1.9

2004-IV .......... 5.6 .2 45.00 .3 5.6 665.38 3.7 1.9

2005-I............. 5.6 .2 45.00 .3 5.6 664.92 3.7 1.9

2005-II............ 5.6 .2 45.00 .3 5.6 664.45 3.7 1.9

2005-III .......... 5.6 .2 45.00 .3 5.6 663.99 3.7 1.9

2005-IV .......... 5.6 .2 45.00 .3 5.5 663.53 3.7 1.9

2006-I............. 5.5 .3 45.00 .3 5.5 663.07 3.7 1.9

2006-II............ 5.5 .3 45.00 .3 5.5 662.60 3.7 1.9

2006-III .......... 5.5 .3 45.00 .3 5.5 662.14 3.7 1.9

2006-IV .......... 5.5 .2 45.00 .3 5.5 661.67 3.6 1.9

2007-I............. 5.5 .3 45.00 .3 5.5 661.21 3.6 1.9

2007-II............ 5.5 .3 45.00 .3 5.5 660.75 3.7 1.9

2007-III .......... 5.5 .3 45.00 .3 5.5 660.29 3.7 1.9

2007-IV .......... 5.5 .2 45.00 .3 5.5 659.82 3.6 1.9

2008-I............. 5.5 .3 45.00 .3 5.5 659.36 3.6 1.9

2008-II............ 5.5 .3 45.00 .3 5.5 658.90 3.7 1.9

2008-III .......... 5.5 .3 45.00 .3 5.6 658.43 3.7 1.9

2008-IV .......... 5.6 .3 45.00 .3 5.6 657.97 3.7 1.9

2009-I............. 5.6 .3 45.00 .3 5.6 657.51 3.7 1.9

2009-II............ 5.6 .3 45.00 .3 5.6 657.04 3.7 1.9

2009-III .......... 5.6 .3 45.00 .3 5.6 656.58 3.7 1.9

2009-IV .......... 5.6 .3 45.00 .3 5.6 656.12 3.7 1.9

2010-I............. 5.6 .3 45.00 .3 5.6 655.65 3.7 1.9

2010-II............ 5.6 .3 45.00 .3 5.7 655.19 3.7 2.0

2010-III .......... 5.7 .3 45.00 .3 5.7 654.73 3.7 2.0

2010-IV .......... 5.7 .3 45.00 .3 5.7 654.26 3.7 2.0

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50.
Benefit Payments

48

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A28.—DI Aged Wives of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975 ............... 59.3 31.9 355.21 26.7 64.5 3.19 0.2 64.3

1976 ............... 64.5 36.6 375.78 31.1 69.9 8.36 .6 69.4

1977 ............... 69.9 36.9 361.41 32.0 74.9 6.67 .5 74.4

1978 ............... 74.9 35.3 359.36 33.3 77.0 11.24 .9 76.1

1979 ............... 77.0 32.7 361.73 33.8 75.9 11.23 .9 75.1

1980 ............... 75.9 32.6 352.82 32.5 76.0 9.95 .8 75.2

1981 ............... 76.0 30.4 341.83 31.2 75.2 10.94 .8 74.4

1982 ............... 75.2 31.5 348.89 31.7 75.0 15.86 1.2 73.8

1983 ............... 75.0 33.1 351.99 32.2 75.9 19.84 1.5 74.4

1984 ............... 75.9 31.9 346.33 31.8 76.0 21.07 1.6 74.4

1985 ............... 76.0 32.4 353.28 32.6 75.8 23.55 1.8 74.0

1986 ............... 75.8 32.1 351.10 32.2 75.6 23.67 1.8 73.8

1987 ............... 75.6 30.5 344.36 31.3 74.9 25.12 1.9 73.0

1988 ............... 74.9 28.3 343.00 30.5 72.7 27.54 2.0 70.7

1989 ............... 72.7 26.3 348.25 29.9 69.1 28.08 1.9 67.2

1990 ............... 69.1 25.2 350.56 28.6 65.6 30.98 2.0 63.6

1991 ............... 65.6 24.4 348.82 27.1 62.9 32.26 2.0 60.9

1992 ............... 62.9 25.4 352.90 26.7 61.6 33.38 2.1 59.5

1993 ............... 61.6 25.5 361.42 26.9 60.2 35.81 2.2 58.1

1994 ............... 60.2 24.2 358.77 25.9 58.5 36.58 2.1 56.3

1995 ............... 58.5 22.8 361.33 25.3 56.0 38.58 2.2 53.9

1996 ............... 56.0 21.7 356.38 23.8 53.9 40.10 2.2 51.8

1997 ............... 53.9 23.3 364.08 23.9 53.4 39.44 2.1 51.3

1998 ............... 53.4 22.7 356.58 23.1 53.0 41.78 2.2 50.8

1999 ............... 53.0 22.5 360.79 23.2 52.3 41.30 2.2 50.2

2000 ............... 52.3 22.3 367.97 23.4 51.3 41.43 2.1 49.2

2001-I............. 51.3 5.7 105.00 5.7 51.3 41.36 2.1 49.2

2001-II ........... 51.3 5.7 105.00 5.7 51.4 41.30 2.1 49.3

2001-III.......... 51.4 5.7 105.00 5.7 51.4 41.23 2.1 49.3

2001-IV.......... 51.4 5.4 105.00 5.7 51.1 41.16 2.1 49.0

2002-I............. 51.1 5.9 105.00 5.7 51.3 41.10 2.1 49.2

2002-II ........... 51.3 5.9 105.00 5.7 51.5 41.03 2.1 49.4

2002-III.......... 51.5 5.9 105.00 5.7 51.7 40.97 2.1 49.6

2002-IV.......... 51.7 5.5 105.00 5.7 51.5 40.90 2.1 49.4

2003-I............. 51.5 6.0 105.00 5.7 51.8 40.84 2.1 49.7

2003-II ........... 51.8 6.0 105.00 5.8 52.0 40.77 2.1 49.9

2003-III.......... 52.0 6.0 105.00 5.8 52.2 40.71 2.1 50.1

2003-IV.......... 52.2 5.6 105.00 5.8 52.1 40.64 2.1 50.0

2004-I............. 52.1 6.2 105.00 5.8 52.5 40.58 2.1 50.4

2004-II ........... 52.5 6.2 105.00 5.8 52.9 40.51 2.1 50.7

2004-III.......... 52.9 6.2 105.00 5.9 53.2 40.45 2.2 51.0

2004-IV.......... 53.2 5.8 105.00 5.9 53.1 40.38 2.1 51.0

2005-I............. 53.1 6.4 105.00 5.9 53.6 40.31 2.2 51.5

2005-II ........... 53.6 6.4 105.00 6.0 54.1 40.25 2.2 51.9

2005-III.......... 54.1 6.4 105.00 6.0 54.5 40.18 2.2 52.3

2005-IV.......... 54.5 6.0 105.00 6.0 54.5 40.12 2.2 52.3

2006-I............. 54.5 6.6 105.00 6.1 55.0 40.05 2.2 52.8

2006-II ........... 55.0 6.6 105.00 6.1 55.5 39.99 2.2 53.3

2006-III.......... 55.5 6.6 105.00 6.2 56.0 39.92 2.2 53.7

2006-IV.......... 56.0 6.2 105.00 6.2 56.0 39.86 2.2 53.8

2007-I............. 56.0 6.8 105.00 6.2 56.6 39.79 2.3 54.3

2007-II ........... 56.6 6.8 105.00 6.3 57.1 39.73 2.3 54.8

2007-III.......... 57.1 6.8 105.00 6.4 57.6 39.66 2.3 55.3

2007-IV.......... 57.6 6.4 105.00 6.4 57.6 39.59 2.3 55.3

2008-I............. 57.6 7.0 105.00 6.4 58.2 39.53 2.3 55.9

2008-II ........... 58.2 7.0 105.00 6.5 58.7 39.46 2.3 56.4

2008-III.......... 58.7 7.0 105.00 6.5 59.2 39.40 2.3 56.9

2008-IV.......... 59.2 6.6 105.00 6.6 59.2 39.33 2.3 56.9

2009-I............. 59.2 7.2 105.00 6.6 59.8 39.27 2.4 57.5

2009-II ........... 59.8 7.2 105.00 6.7 60.4 39.20 2.4 58.0

2009-III.......... 60.4 7.2 105.00 6.7 60.9 39.14 2.4 58.5

2009-IV.......... 60.9 6.8 105.00 6.8 60.9 39.07 2.4 58.5

2010-I............. 60.9 7.5 105.00 6.8 61.6 39.01 2.4 59.2

2010-II ........... 61.6 7.5 105.00 6.9 62.2 38.94 2.4 59.8

2010-III.......... 62.2 7.5 105.00 6.9 62.7 38.87 2.4 60.3

2010-IV.......... 62.7 7.0 105.00 7.0 62.8 38.81 2.4 60.3
49

DI Numbers

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A29.—DI Aged Husbands of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975................ 0.6 0.2 271.38 0.2 0.6 -5.36 (1) 0.6

1976................ .6 .2 265.70 .2 .6 33.39 (1) .6

1977................ .6 1.5 310.99 .4 1.7 -35.61 -0.1 1.7

1978................ 1.7 1.5 247.12 .6 2.6 117.58 .3 2.3

1979................ 2.6 1.0 274.78 .8 2.7 198.75 .5 2.2

1980................ 2.7 1.0 257.24 .8 2.9 253.75 .7 2.1

1981................ 2.9 .9 260.95 .9 2.9 313.15 .9 2.0

1982................ 2.9 .8 249.89 .8 2.9 368.75 1.1 1.8

1983................ 2.9 .9 256.44 .9 2.9 427.07 1.3 1.7

1984................ 2.9 .9 250.69 .9 3.0 475.15 1.4 1.6

1985................ 3.0 .9 239.11 .8 3.1 503.57 1.6 1.5

1986................ 3.1 .9 273.52 1.0 3.0 515.15 1.6 1.5

1987................ 3.0 .9 248.10 .9 3.1 526.33 1.6 1.4

1988................ 3.1 .9 253.03 .9 3.0 537.02 1.6 1.4

1989................ 3.0 .8 264.72 .9 3.0 528.40 1.6 1.4

1990................ 3.0 .7 262.36 .9 2.8 520.54 1.5 1.3

1991................ 2.8 .7 246.04 .8 2.7 496.84 1.3 1.4

1992................ 2.7 .7 257.99 .8 2.6 465.04 1.2 1.4

1993................ 2.6 .8 237.90 .7 2.7 445.39 1.2 1.5

1994................ 2.7 .8 233.05 .7 2.7 438.64 1.2 1.5

1995................ 2.7 .8 232.51 .7 2.8 431.39 1.2 1.6

1996................ 2.8 .8 219.02 .7 2.9 414.24 1.2 1.7

1997................ 2.9 .7 232.94 .7 2.8 408.61 1.2 1.7

1998................ 2.8 .8 225.32 .7 2.9 399.09 1.1 1.7

1999................ 2.9 .8 213.98 .7 3.0 391.70 1.2 1.8

2000................ 3.0 .9 225.46 .8 3.1 393.17 1.2 1.9

2001-I............. 3.1 .2 57.50 .2 3.2 393.07 1.2 1.9

2001-II............ 3.2 .2 57.50 .2 3.2 392.98 1.3 1.9

2001-III .......... 3.2 .2 57.50 .2 3.2 392.88 1.3 2.0

2001-IV .......... 3.2 .2 57.50 .2 3.2 392.79 1.3 2.0

2002-I............. 3.2 .2 57.50 .2 3.3 392.69 1.3 2.0

2002-II............ 3.3 .2 57.50 .2 3.3 392.60 1.3 2.0

2002-III .......... 3.3 .2 57.50 .2 3.3 392.50 1.3 2.0

2002-IV .......... 3.3 .2 57.50 .2 3.4 392.41 1.3 2.0

2003-I............. 3.4 .2 57.50 .2 3.4 392.32 1.3 2.1

2003-II............ 3.4 .2 57.50 .2 3.4 392.22 1.3 2.1

2003-III .......... 3.4 .2 57.50 .2 3.5 392.13 1.4 2.1

2003-IV .......... 3.5 .2 57.50 .2 3.5 392.03 1.4 2.1

2004-I............. 3.5 .2 57.50 .2 3.5 391.94 1.4 2.1

2004-II............ 3.5 .2 57.50 .2 3.5 391.84 1.4 2.2

2004-III .......... 3.5 .2 57.50 .2 3.6 391.75 1.4 2.2

2004-IV .......... 3.6 .2 57.50 .2 3.6 391.65 1.4 2.2

2005-I............. 3.6 .3 57.50 .2 3.6 391.56 1.4 2.2

2005-II............ 3.6 .3 57.50 .2 3.7 391.47 1.4 2.2

2005-III .......... 3.7 .3 57.50 .2 3.7 391.37 1.5 2.3

2005-IV .......... 3.7 .2 57.50 .2 3.7 391.28 1.5 2.3

2006-I............. 3.7 .3 57.50 .2 3.8 391.18 1.5 2.3

2006-II............ 3.8 .3 57.50 .2 3.8 391.09 1.5 2.3

2006-III .......... 3.8 .3 57.50 .2 3.8 390.99 1.5 2.3

2006-IV .......... 3.8 .2 57.50 .2 3.9 390.90 1.5 2.3

2007-I............. 3.9 .3 57.50 .2 3.9 390.81 1.5 2.4

2007-II............ 3.9 .3 57.50 .2 3.9 390.71 1.5 2.4

2007-III .......... 3.9 .3 57.50 .2 4.0 390.62 1.6 2.4

2007-IV .......... 4.0 .3 57.50 .2 4.0 390.52 1.6 2.4

2008-I............. 4.0 .3 57.50 .2 4.0 390.43 1.6 2.5

2008-II............ 4.0 .3 57.50 .2 4.1 390.33 1.6 2.5

2008-III .......... 4.1 .3 57.50 .2 4.1 390.24 1.6 2.5

2008-IV .......... 4.1 .3 57.50 .2 4.1 390.14 1.6 2.5

2009-I............. 4.1 .3 57.50 .2 4.2 390.05 1.6 2.5

2009-II............ 4.2 .3 57.50 .2 4.2 389.95 1.6 2.6

2009-III .......... 4.2 .3 57.50 .3 4.2 389.86 1.7 2.6

2009-IV .......... 4.2 .3 57.50 .3 4.3 389.77 1.7 2.6

2010-I............. 4.3 .3 57.50 .3 4.3 389.67 1.7 2.6

2010-II............ 4.3 .3 57.50 .3 4.3 389.58 1.7 2.6

2010-III .......... 4.3 .3 57.50 .3 4.4 389.48 1.7 2.7

2010-IV .......... 4.4 .3 57.50 .3 4.4 389.39 1.7 2.7

1 Fewer than 50.
Benefit Payments

50

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A30.—DI Total Spouses of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975 ............... 428.1 148.7 214.36 107.7 469.1 34.43 16.1 452.9

1976 ............... 469.1 147.4 230.68 125.2 491.3 35.38 17.4 473.9

1977 ............... 491.3 151.9 229.94 130.4 512.8 35.89 18.4 494.4

1978 ............... 512.8 130.2 225.64 130.4 512.6 41.03 21.0 491.5

1979 ............... 512.6 113.2 231.19 131.6 494.2 37.88 18.7 475.5

1980 ............... 494.2 108.5 224.41 123.1 479.6 36.34 17.4 462.2

1981 ............... 479.6 95.6 242.44 127.9 447.3 42.77 19.1 428.2

1982 ............... 447.3 77.8 281.41 136.8 388.3 57.83 22.5 365.9

1983 ............... 388.3 80.1 324.90 139.2 329.2 64.32 21.2 308.1

1984 ............... 329.2 81.8 231.55 85.7 325.4 65.70 21.4 304.0

1985 ............... 325.4 83.5 220.11 80.8 328.1 68.69 22.5 305.5

1986 ............... 328.1 82.4 233.19 86.1 324.4 73.34 23.8 300.6

1987 ............... 324.4 76.5 233.95 84.8 316.0 79.53 25.1 290.9

1988 ............... 316.0 73.4 234.14 82.6 306.9 84.84 26.0 280.8

1989 ............... 306.9 68.7 226.47 77.3 298.3 89.87 26.8 271.5

1990 ............... 298.3 69.2 221.89 73.9 293.6 94.38 27.7 265.9

1991 ............... 293.6 72.4 217.93 71.9 294.1 94.90 27.9 266.2

1992 ............... 294.1 77.9 214.43 71.4 300.6 99.60 29.9 270.7

1993 ............... 300.6 74.5 212.31 71.7 303.4 100.87 30.6 272.8

1994 ............... 303.4 69.4 207.25 70.1 302.7 104.61 31.7 271.1

1995 ............... 302.7 63.0 208.80 69.8 295.9 109.43 32.4 263.5

1996 ............... 295.9 56.8 206.47 67.0 285.8 216.67 61.9 223.9

1997 ............... 285.8 50.5 214.27 66.6 269.6 232.49 62.7 207.0

1998 ............... 269.6 47.4 207.90 61.0 256.0 258.51 66.2 189.8

1999 ............... 256.0 46.0 214.10 59.7 242.3 272.38 66.0 176.3

2000 ............... 242.3 43.7 216.83 57.3 228.7 278.13 63.6 165.1

2001-I............. 228.7 11.3 57.95 13.6 226.5 276.73 62.7 163.8

2001-II ........... 226.5 11.3 58.11 13.5 224.3 275.35 61.8 162.5

2001-III.......... 224.3 11.3 58.26 13.4 222.2 274.00 60.9 161.3

2001-IV.......... 222.2 10.6 58.38 13.3 219.5 272.92 59.9 159.6

2002-I............. 219.5 11.7 58.51 13.2 218.0 271.53 59.2 158.8

2002-II ........... 218.0 11.7 58.67 13.1 216.5 270.18 58.5 158.0

2002-III.......... 216.5 11.7 58.82 13.1 215.1 268.86 57.8 157.3

2002-IV.......... 215.1 10.9 58.94 13.0 213.0 267.83 57.1 156.0

2003-I............. 213.0 12.0 59.06 12.9 212.1 266.50 56.5 155.6

2003-II ........... 212.1 12.0 59.21 12.9 211.2 265.21 56.0 155.2

2003-III.......... 211.2 12.0 59.35 12.9 210.3 263.97 55.5 154.8

2003-IV.......... 210.3 11.2 59.46 12.8 208.7 263.01 54.9 153.8

2004-I............. 208.7 12.4 59.57 12.8 208.2 261.68 54.5 153.8

2004-II ........... 208.2 12.4 59.72 12.8 207.8 260.40 54.1 153.7

2004-III.......... 207.8 12.4 59.86 12.8 207.4 259.18 53.8 153.6

2004-IV.......... 207.4 11.6 59.96 12.8 206.2 258.25 53.3 153.0

2005-I............. 206.2 12.8 60.08 12.8 206.3 256.94 53.0 153.3

2005-II ........... 206.3 12.8 60.22 12.8 206.3 255.69 52.7 153.5

2005-III.......... 206.3 12.8 60.36 12.8 206.3 254.51 52.5 153.8

2005-IV.......... 206.3 12.0 60.45 12.8 205.5 253.62 52.1 153.3

2006-I............. 205.5 13.2 60.55 12.8 205.9 252.39 52.0 153.9

2006-II ........... 205.9 13.2 60.69 12.9 206.2 251.23 51.8 154.4

2006-III.......... 206.2 13.2 60.80 12.9 206.5 250.13 51.7 154.9

2006-IV.......... 206.5 12.4 60.88 13.0 206.0 249.32 51.4 154.6

2007-I............. 206.0 13.6 60.97 13.0 206.6 248.17 51.3 155.4

2007-II ........... 206.6 13.6 61.08 13.0 207.2 247.08 51.2 156.0

2007-III.......... 207.2 13.6 61.19 13.1 207.8 246.05 51.1 156.7

2007-IV.......... 207.8 12.8 61.25 13.1 207.4 245.31 50.9 156.5

2008-I............. 207.4 14.0 61.32 13.2 208.3 244.23 50.9 157.4

2008-II ........... 208.3 14.0 61.43 13.2 209.1 243.22 50.9 158.3

2008-III.......... 209.1 14.0 61.52 13.3 209.9 242.26 50.8 159.0

2008-IV.......... 209.9 13.2 61.57 13.3 209.7 241.58 50.7 159.0

2009-I............. 209.7 14.4 61.63 13.4 210.8 240.56 50.7 160.1

2009-II ........... 210.8 14.4 61.72 13.5 211.8 239.60 50.7 161.0

2009-III.......... 211.8 14.4 61.79 13.5 212.7 238.69 50.8 161.9

2009-IV.......... 212.7 13.5 61.84 13.6 212.7 238.06 50.6 162.0

2010-I............. 212.7 14.9 61.88 13.6 213.9 237.09 50.7 163.2

2010-II ........... 213.9 14.9 61.97 13.7 215.1 236.17 50.8 164.3

2010-III.......... 215.1 14.9 62.03 13.8 216.2 235.30 50.9 165.3

2010-IV.......... 216.2 14.0 62.07 13.9 216.3 234.71 50.8 165.6
DI Numbers

51

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A31.—DI Minor Children of Disabled Workers With Benefits In Force,

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975................ 1,139.1 384.1 201.62 268.4 1,254.8 12.50 15.7 1,239.1

1976................ 1,254.8 360.4 215.63 309.4 1,305.8 15.44 20.2 1,285.7

1977................ 1,305.8 360.2 216.24 321.3 1,344.7 19.64 26.4 1,318.3

1978................ 1,344.7 297.2 214.92 320.9 1,321.0 18.33 24.2 1,296.8

1979................ 1,321.0 247.3 216.97 313.4 1,254.9 12.50 15.7 1,239.2

1980................ 1,254.9 233.1 209.55 287.4 1,200.6 12.45 14.9 1,185.6

1981................ 1,200.6 202.2 233.87 304.4 1,098.4 25.84 28.4 1,070.0

1982................ 1,098.4 151.8 267.85 314.5 935.7 43.98 41.1 894.5

1983................ 935.7 153.3 182.90 185.2 903.8 53.37 48.2 855.6

1984................ 903.8 172.9 168.49 166.8 909.9 56.74 51.6 858.2

1985................ 909.9 188.5 148.96 149.6 948.8 62.26 59.1 889.7

1986................ 948.8 196.5 157.41 164.8 980.5 71.51 70.1 910.4

1987................ 980.5 191.6 167.96 180.8 991.3 79.63 78.9 912.4

1988................ 991.3 195.6 183.05 199.4 987.6 86.25 85.2 902.4

1989................ 987.6 196.8 174.94 190.0 994.4 93.53 93.0 901.4

1990................ 994.4 216.2 164.74 181.6 1,029.0 98.62 101.5 927.5

1991................ 1,029.0 249.5 156.70 180.8 1,097.7 101.75 111.7 986.0

1992................ 1,097.7 305.4 152.58 190.8 1,212.3 105.81 128.3 1,084.0

1993................ 1,212.3 316.3 147.65 202.3 1,326.2 109.71 145.5 1,180.7

1994................ 1,326.2 325.8 147.66 219.9 1,432.2 112.74 161.5 1,270.7

1995................ 1,432.2 314.3 153.87 244.6 1,502.0 115.41 173.3 1,328.6

1996................ 1,502.0 310.2 152.58 252.8 1,559.3 116.87 182.2 1,377.1

1997................ 1,559.3 277.3 177.13 300.8 1,535.9 118.62 182.2 1,353.7

1998................ 1,535.9 279.1 156.31 261.9 1,553.1 123.79 192.3 1,360.8

1999................ 1,553.1 283.0 155.85 264.1 1,572.0 125.16 196.8 1,375.2

2000................ 1,572.0 271.0 158.65 270.9 1,572.1 125.74 197.7 1,374.4

2001-I............. 1,572.1 70.7 42.00 67.5 1,575.3 125.52 197.7 1,377.6

2001-II............ 1,575.3 70.7 42.00 67.6 1,578.4 125.30 197.8 1,380.6

2001-III .......... 1,578.4 70.7 42.00 67.8 1,581.4 125.08 197.8 1,383.6

2001-IV .......... 1,581.4 66.3 42.00 67.8 1,579.8 124.85 197.3 1,382.6

2002-I............. 1,579.8 73.7 42.00 67.9 1,585.6 124.63 197.6 1,388.0

2002-II............ 1,585.6 73.7 42.00 68.1 1,591.1 124.41 198.0 1,393.2

2002-III .......... 1,591.1 73.7 42.00 68.4 1,596.4 124.19 198.3 1,398.2

2002-IV .......... 1,596.4 69.0 42.00 68.5 1,597.0 123.97 198.0 1,399.0

2003-I............. 1,597.0 76.1 42.00 68.7 1,604.4 123.75 198.6 1,405.9

2003-II............ 1,604.4 76.1 42.00 69.0 1,611.6 123.53 199.1 1,412.5

2003-III .......... 1,611.6 76.1 42.00 69.3 1,618.5 123.31 199.6 1,418.9

2003-IV .......... 1,618.5 71.3 42.00 69.5 1,620.3 123.09 199.4 1,420.9

2004-I............. 1,620.3 78.6 42.00 69.7 1,629.2 122.87 200.2 1,429.1

2004-II............ 1,629.2 78.6 42.00 70.1 1,637.8 122.65 200.9 1,436.9

2004-III .......... 1,637.8 78.6 42.00 70.4 1,645.9 122.43 201.5 1,444.4

2004-IV .......... 1,645.9 73.7 42.00 70.7 1,648.9 122.21 201.5 1,447.4

2005-I............. 1,648.9 81.4 42.00 71.0 1,659.4 121.99 202.4 1,457.0

2005-II............ 1,659.4 81.4 42.00 71.4 1,669.4 121.77 203.3 1,466.1

2005-III .......... 1,669.4 81.4 42.00 71.8 1,679.0 121.55 204.1 1,474.9

2005-IV .......... 1,679.0 76.3 42.00 72.1 1,683.2 121.32 204.2 1,479.0

2006-I............. 1,683.2 84.2 42.00 72.5 1,695.0 121.10 205.3 1,489.7

2006-II............ 1,695.0 84.2 42.00 73.0 1,706.2 120.88 206.3 1,500.0

2006-III .......... 1,706.2 84.2 42.00 73.4 1,717.1 120.66 207.2 1,509.9

2006-IV .......... 1,717.1 78.9 42.00 73.8 1,722.2 120.44 207.4 1,514.8

2007-I............. 1,722.2 86.7 42.00 74.2 1,734.8 120.22 208.6 1,526.2

2007-II............ 1,734.8 86.7 42.00 74.7 1,746.8 120.00 209.6 1,537.2

2007-III .......... 1,746.8 86.7 42.00 75.2 1,758.3 119.78 210.6 1,547.7

2007-IV .......... 1,758.3 81.2 42.00 75.6 1,764.0 119.56 210.9 1,553.1

2008-I............. 1,764.0 89.3 42.00 76.0 1,777.3 119.34 212.1 1,565.2

2008-II............ 1,777.3 89.3 42.00 76.5 1,790.1 119.12 213.2 1,576.9

2008-III .......... 1,790.1 89.3 42.00 77.1 1,802.4 118.90 214.3 1,588.1

2008-IV .......... 1,802.4 83.7 42.00 77.5 1,808.6 118.68 214.6 1,593.9

2009-I............. 1,808.6 91.9 42.00 77.9 1,822.6 118.46 215.9 1,606.7

2009-II............ 1,822.6 91.9 42.00 78.5 1,836.0 118.24 217.1 1,618.9

2009-III .......... 1,836.0 91.9 42.00 79.0 1,848.9 118.02 218.2 1,630.7

2009-IV .......... 1,848.9 86.1 42.00 79.5 1,855.5 117.80 218.6 1,636.9

2010-I............. 1,855.5 94.7 42.00 79.9 1,870.3 117.57 219.9 1,650.4

2010-II............ 1,870.3 94.7 42.00 80.5 1,884.5 117.35 221.2 1,663.4

2010-III .......... 1,884.5 94.7 42.00 81.1 1,898.1 117.13 222.3 1,675.8

2010-IV .......... 1,898.1 88.8 42.00 81.6 1,905.3 116.91 222.8 1,682.5
Benefit Payments

52

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A32.—DI Disabled Children of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975 ............... 21.6 7.0 154.35 3.9 24.7 20.75 0.5 24.2

1976 ............... 24.7 7.4 161.49 4.6 27.6 24.45 .7 26.9

1977 ............... 27.6 8.0 157.53 5.0 30.6 19.64 .6 29.9

1978 ............... 30.6 7.2 161.29 5.5 32.3 20.89 .7 31.6

1979 ............... 32.3 6.3 160.29 5.7 32.9 17.93 .6 32.3

1980 ............... 32.9 6.2 153.05 5.5 33.6 19.96 .7 32.9

1981 ............... 33.6 5.5 137.45 5.0 34.1 42.25 1.4 32.7

1982 ............... 34.1 4.2 174.72 6.3 32.0 62.21 2.0 30.0

1983 ............... 32.0 5.2 129.23 4.5 32.7 76.74 2.5 30.2

1984 ............... 32.7 5.6 113.98 4.0 34.3 91.19 3.1 31.2

1985 ............... 34.3 6.7 109.60 4.1 36.8 101.73 3.7 33.1

1986 ............... 36.8 6.9 104.21 4.2 39.6 124.14 4.9 34.6

1987 ............... 39.6 6.7 113.92 4.9 41.3 144.09 6.0 35.4

1988 ............... 41.3 6.6 118.50 5.3 42.7 160.19 6.8 35.8

1989 ............... 42.7 6.3 112.20 5.1 43.8 176.18 7.7 36.1

1990 ............... 43.8 6.6 110.42 5.2 45.2 178.17 8.1 37.2

1991 ............... 45.2 7.5 110.42 5.4 47.3 182.21 8.6 38.7

1992 ............... 47.3 9.5 98.47 5.1 51.7 187.50 9.7 42.0

1993 ............... 51.7 10.2 96.03 5.5 56.5 194.13 11.0 45.5

1994 ............... 56.5 9.7 94.96 5.8 60.4 198.78 12.0 48.4

1995 ............... 60.4 9.7 96.41 6.3 63.9 205.03 13.1 50.8

1996 ............... 63.9 9.3 91.32 6.3 66.9 213.46 14.3 52.6

1997 ............... 66.9 8.5 103.87 7.4 68.0 221.00 15.0 53.0

1998 ............... 68.0 9.1 91.75 6.7 70.4 226.81 16.0 54.4

1999 ............... 70.4 9.8 100.75 7.6 72.6 230.29 16.7 55.9

2000 ............... 72.6 9.6 109.80 8.5 73.7 230.40 17.0 56.8

2001-I............. 73.7 2.4 27.50 2.1 74.1 229.77 17.0 57.1

2001-II ........... 74.1 2.4 27.50 2.1 74.5 229.14 17.1 57.4

2001-III.......... 74.5 2.4 27.50 2.1 74.8 228.51 17.1 57.7

2001-IV.......... 74.8 2.3 27.50 2.1 75.0 227.88 17.1 57.9

2002-I............. 75.0 2.4 27.50 2.1 75.3 227.24 17.1 58.2

2002-II ........... 75.3 2.4 27.50 2.1 75.7 226.61 17.1 58.5

2002-III.......... 75.7 2.4 27.50 2.1 76.0 225.98 17.2 58.8

2002-IV.......... 76.0 2.3 27.50 2.1 76.2 225.35 17.2 59.0

2003-I............. 76.2 2.4 27.50 2.1 76.5 224.72 17.2 59.3

2003-II ........... 76.5 2.4 27.50 2.1 76.8 224.09 17.2 59.6

2003-III.......... 76.8 2.4 27.50 2.1 77.1 223.45 17.2 59.8

2003-IV.......... 77.1 2.3 27.50 2.2 77.2 222.82 17.2 60.0

2004-I............. 77.2 2.5 27.50 2.2 77.6 222.19 17.2 60.3

2004-II ........... 77.6 2.5 27.50 2.2 77.9 221.56 17.3 60.6

2004-III.......... 77.9 2.5 27.50 2.2 78.2 220.93 17.3 61.0

2004-IV.......... 78.2 2.4 27.50 2.2 78.4 220.29 17.3 61.1

2005-I............. 78.4 2.6 27.50 2.2 78.8 219.66 17.3 61.5

2005-II ........... 78.8 2.6 27.50 2.2 79.2 219.03 17.4 61.9

2005-III.......... 79.2 2.6 27.50 2.2 79.6 218.40 17.4 62.2

2005-IV.......... 79.6 2.4 27.50 2.2 79.8 217.77 17.4 62.5

2006-I............. 79.8 2.7 27.50 2.2 80.3 217.14 17.4 62.9

2006-II ........... 80.3 2.7 27.50 2.2 80.8 216.51 17.5 63.3

2006-III.......... 80.8 2.7 27.50 2.3 81.2 215.87 17.5 63.7

2006-IV.......... 81.2 2.5 27.50 2.3 81.5 215.24 17.5 63.9

2007-I............. 81.5 2.8 27.50 2.3 81.9 214.61 17.6 64.4

2007-II ........... 81.9 2.8 27.50 2.3 82.4 213.98 17.6 64.8

2007-III.......... 82.4 2.8 27.50 2.3 82.9 213.35 17.7 65.2

2007-IV.......... 82.9 2.6 27.50 2.3 83.2 212.71 17.7 65.5

2008-I............. 83.2 2.9 27.50 2.3 83.7 212.08 17.8 66.0

2008-II ........... 83.7 2.9 27.50 2.3 84.2 211.45 17.8 66.4

2008-III.......... 84.2 2.9 27.50 2.4 84.7 210.82 17.9 66.9

2008-IV.......... 84.7 2.7 27.50 2.4 85.0 210.19 17.9 67.2

2009-I............. 85.0 2.9 27.50 2.4 85.6 209.56 17.9 67.7

2009-II ........... 85.6 2.9 27.50 2.4 86.2 208.92 18.0 68.2

2009-III.......... 86.2 2.9 27.50 2.4 86.7 208.29 18.1 68.6

2009-IV.......... 86.7 2.8 27.50 2.4 87.0 207.66 18.1 68.9

2010-I............. 87.0 3.0 27.50 2.4 87.6 207.03 18.1 69.5

2010-II ........... 87.6 3.0 27.50 2.5 88.2 206.40 18.2 70.0

2010-III.......... 88.2 3.0 27.50 2.5 88.8 205.77 18.3 70.5

2010-IV.......... 88.8 2.8 27.50 2.5 89.1 205.13 18.3 70.8
DI Numbers

53

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.A33.—DI Student Children of Disabled Workers With Benefits In Force,

Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1975................ 127.3 124.1 502.19 95.1 156.3 58.02 9.1 147.2

1976................ 156.3 143.6 550.02 125.5 174.5 42.07 7.3 167.1

1977................ 174.5 150.3 577.24 144.1 180.7 19.64 3.5 177.1

1978................ 180.7 148.9 558.81 142.6 187.0 97.24 18.2 168.9

1979................ 187.0 145.6 586.81 152.5 180.1 112.59 20.3 159.9

1980................ 180.1 145.9 573.36 145.1 181.0 225.21 40.8 140.2

1981................ 181.0 138.1 567.52 141.9 177.2 159.68 28.3 148.9

1982................ 177.2 104.4 766.86 175.9 105.7 249.35 26.4 79.3

1983................ 105.7 70.6 809.42 114.1 62.2 193.94 12.1 50.1

1984................ 62.2 61.9 892.61 83.2 41.0 222.11 9.1 31.9

1985................ 41.0 55.6 1,008.32 69.4 27.2 179.76 4.9 22.3

1986................ 27.2 52.5 999.06 53.5 26.3 229.77 6.0 20.3

1987................ 26.3 54.0 998.87 53.2 27.0 253.59 6.9 20.2

1988................ 27.0 61.4 974.80 56.3 32.2 223.83 7.2 25.0

1989................ 32.2 56.7 945.38 57.2 31.7 226.72 7.2 24.5

1990................ 31.7 58.4 957.38 58.3 31.8 241.01 7.7 24.1

1991................ 31.8 60.2 940.60 58.2 33.8 194.39 6.6 27.2

1992................ 33.8 65.9 940.02 62.7 37.0 318.79 11.8 25.2

1993................ 37.0 70.9 949.07 68.7 39.1 269.41 10.5 28.6

1994................ 39.1 74.1 953.75 72.6 40.6 250.65 10.2 30.4

1995................ 40.6 75.6 950.48 74.5 41.7 292.94 12.2 29.5

1996................ 41.7 76.5 928.92 74.3 43.9 252.87 11.1 32.8

1997................ 43.9 75.8 940.32 77.0 42.8 268.73 11.5 31.3

1998................ 42.8 82.4 953.46 80.1 45.1 308.63 13.9 31.2

1999................ 45.1 84.3 962.94 84.0 45.4 188.05 8.5 36.8

2000................ 45.4 81.4 943.58 81.2 45.6 237.57 10.8 34.7

2001-I............. 45.6 24.8 165.00 9.6 60.8 115.00 7.0 53.8

2001-II............ 60.8 19.9 430.00 30.4 50.3 150.00 7.5 42.7

2001-III .......... 50.3 16.6 650.00 38.1 28.8 190.00 5.5 23.3

2001-IV .......... 28.8 21.5 150.00 5.9 44.4 260.00 11.5 32.8

2002-I............. 44.4 25.9 170.00 9.7 60.5 115.00 7.0 53.5

2002-II............ 60.5 20.7 430.00 30.4 50.7 150.00 7.6 43.1

2002-III .......... 50.7 17.2 650.00 38.6 29.4 190.00 5.6 23.8

2002-IV .......... 29.4 22.4 150.00 6.1 45.7 260.00 11.9 33.8

2003-I............. 45.7 26.7 170.00 10.0 62.4 115.00 7.2 55.2

2003-II............ 62.4 21.4 430.00 31.4 52.3 150.00 7.9 44.5

2003-III .......... 52.3 17.8 650.00 39.8 30.3 190.00 5.8 24.6

2003-IV .......... 30.3 23.2 150.00 6.3 47.2 260.00 12.3 34.9

2004-I............. 47.2 27.6 170.00 10.4 64.4 115.00 7.4 57.0

2004-II............ 64.4 22.1 430.00 32.5 54.1 150.00 8.1 45.9

2004-III .......... 54.1 18.4 650.00 41.1 31.3 190.00 6.0 25.4

2004-IV .......... 31.3 23.9 150.00 6.5 48.7 260.00 12.7 36.1

2005-I............. 48.7 28.6 170.00 10.7 66.6 115.00 7.7 58.9

2005-II............ 66.6 22.9 430.00 33.6 55.9 150.00 8.4 47.5

2005-III .......... 55.9 19.1 650.00 42.5 32.4 190.00 6.2 26.3

2005-IV .......... 32.4 24.8 150.00 6.7 50.5 260.00 13.1 37.4

2006-I............. 50.5 29.6 170.00 11.1 68.9 115.00 7.9 61.0

2006-II............ 68.9 23.7 430.00 34.7 57.9 150.00 8.7 49.2

2006-III .......... 57.9 19.7 650.00 44.0 33.6 190.00 6.4 27.2

2006-IV .......... 33.6 25.6 150.00 7.0 52.2 260.00 13.6 38.6

2007-I............. 52.2 30.4 170.00 11.5 71.2 115.00 8.2 63.0

2007-II............ 71.2 24.3 430.00 35.8 59.7 150.00 9.0 50.7

2007-III .......... 59.7 20.3 650.00 45.4 34.6 190.00 6.6 28.0

2007-IV .......... 34.6 26.4 150.00 7.2 53.8 260.00 14.0 39.8

2008-I............. 53.8 31.3 170.00 11.8 73.3 115.00 8.4 64.9

2008-II............ 73.3 25.1 430.00 36.9 61.5 150.00 9.2 52.3

2008-III .......... 61.5 20.9 650.00 46.8 35.6 190.00 6.8 28.9

2008-IV .......... 35.6 27.2 150.00 7.4 55.4 260.00 14.4 41.0

2009-I............. 55.4 32.3 170.00 12.2 75.5 115.00 8.7 66.8

2009-II............ 75.5 25.8 430.00 38.0 63.3 150.00 9.5 53.8

2009-III .......... 63.3 21.5 650.00 48.1 36.7 190.00 7.0 29.7

2009-IV .......... 36.7 28.0 150.00 7.6 57.0 260.00 14.8 42.2

2010-I............. 57.0 33.2 170.00 12.5 77.7 115.00 8.9 68.8

2010-II............ 77.7 26.6 430.00 39.1 65.2 150.00 9.8 55.4

2010-III .......... 65.2 22.2 650.00 49.6 37.8 190.00 7.2 30.6

2010-IV .......... 37.8 28.8 150.00 7.8 58.8 260.00 15.3 43.5
Benefit Payments

54

B. NUMBER OF OLD-AGE AND SURVIVORS INSURANCE (OASI) BENEFICIARIES

1. Retired Workers and Insured Widow(er)s

The number of insured workers entitled to OASI benefits at

the end of each projected year is derived by taking the existing rolls at the start of the year, adding in the numbers of new

benefit awards during the year, and subtracting out persons

whose benefit status has been terminated during the year.

This analysis is done on an age- and gender-specific basis.

More detail on the projections of each of these components

is described in the following subsections, and presented in

tables III.B1-III.B15.

a. In Force

The number of retired workers and insured widow(er)s in

force is projected by single year of age from 60 (62 for

retired workers) through 94, and 95 or older, at the end of

each calendar year, by adding the retired worker and insured

widow(er) awards to the number of retired workers and

insured widow(er)s in force at the end of the previous calendar year, and applying termination rates. The termination

rates are projected based on historical trends and on the projected mortality rates of the aged population (since a large

proportion of the aged population receives retired worker or

insured widow(er) benefits).

The projected number of benefit awards to retired workers

and insured widow(er)s is based on the number of fully

insured workers who have not yet become entitled to benefits. The projected number of workers who are fully insured

is developed from the general population at the ages of

retirement, taking into account the historical relationships

among coverage rates, the number who are currently entitled

to retired worker, disabled worker, or insured widow(er) benefits, the number who are fully insured, and the general population. Table III.B1 shows the population by age group and

sex and table III.B2 shows the number of workers who are

fully insured.

Both the male and the female aged populations are projected

to continue their growth. The number of fully insured workers shows similar growth, with the number of females over

age 60 who are fully insured slightly exceeding the number

of such males throughout the projection period.

Tables III.B3, III.B4, and III.B5 show the number of retired

workers, insured widow(er)s, and retired and disabled (age

60 and older) workers and insured widow(er)s combined,

respectively, in force by age group and sex. The number of

retired workers in force is projected to continue growing,

with a slight increase in female retirees as a proportion of the

total. Table III.B6 relates the number of retired and disabled

workers and insured widow(er)s in force to the fully insured

population. The figures are less than 100 percent at ages

under 70, since many workers delay their retirement beyond

the first possible date (age 62 for retired workers or age 60

for insured widow(er)s). The figures are near 100 percent for

virtually all ages 70 and above. Percentages occasionally are

not exactly 100 percent due to occasional discrepancies in

the underlying population and fully insured worker data.

b. Awards

The number of benefit awards to retired workers and insured

widow(er)s is calculated at each year of age by applying a

rate of retirement to the fully insured population, but only

after subtracting the number of workers who are already

entitled to an insured benefit. An insured benefit is either a

retired worker benefit, a disabled worker benefit, or an

insured widow(er) benefit. The projection thus requires that

before awards for a given year can be calculated, the number

of workers who are currently entitled at the end of the previous year must be projected. Note that “retirement,” as used in

the following text, refers to a retired-worker or insuredwidow(er) award, and not necessarily the end of participation in the labor force.

The rates of retirement are developed by analysis of historical trends, including the effects of changes in the retirement

test exempt amounts and the legislated increase in normal

retirement age (NRA). However, because of occasional discrepancies in the underlying population and fully insured

worker data, the rates of retirement are adjusted at some ages

to produce a reasonable number of awards by single year of

age. Table III.B7 summarizes the rates of retirement for

retired workers and insured widow(er)s combined. The sharp

increase in the rate of retirement for ages 65-69 occurring in

the year 2000 is due to the elimination of the retirement earnings test, and it is expected to decrease gradually in subsequent years, but remain higher than pre-2000 levels. Rates of

retirement for those age 70 and older are not shown because

awards to that age group are projected as a percentage of

awards at ages 60 through 69.

A relatively small percentage of the fully insured workers

retire before age 62, when insured widow(er) and not retired

worker benefits are first available. Approximately 36 to 38

percent of nonretired insured workers are expected to retire

each year at ages 62 to NRA. Most of those retirements

occur at age 62, when retired worker benefits are first available. Smaller percentages of the remaining nonretired workers retire at ages 63 to NRA, while most of the remainder

retire at NRA (see Normal retirement age in the Glossary for

scheduled increases). Tables III.B8 and III.B9 show the

results of applying the rates of retirement to the numbers of

eligible nonretired and nondisabled workers and splitting the

results between retired workers and insured widow(er)s. The

elimination of the retirement earnings test produced a sharp
OASI Numbers

55

increase in the total number of awards to retired workers and

insured widow(er)s ages 65-69 in the year 2000. This in turn

produced a corresponding decrease in the number of eligible

nonretired and nondisabled workers. Therefore, even though

the rate of retirement for this age group is still high for the

year 2001 (see table III.B7), the total number of awards is

sharply lower than the previous year. At normal retirement

age, a disabled worker’s benefit is converted to a retired

worker’s benefit. Table III.B8 also includes these conversions. Disability benefit conversions were discussed more

thoroughly in Section III.A., and shown in table III.A14.

c. Withheld

Benefits to retired workers (and most other beneficiaries)

who have not reached NRA, may be withheld if beneficiaries

have earnings in excess of the exempt amounts. In addition,

benefits at any age may be withheld for other reasons, such

as an unknown address or an unconfirmed report of death.

Table III.B10 summarizes the number of retired workers

with benefits withheld at the end of each year, while table

III.B11 shows the number withheld as a percentage of retired

workers in force. Tables III.B13 and III.B14 show comparable figures for insured widow(er)s.

As indicated in table III.B11, the number of retired workers

with benefits withheld relative to the size of the total number

of workers with benefits in force has experienced several

drops over the past two decades. These drops have generally

been in response to legislation that provided a more generous

treatment of earnings for beneficiaries who have attained

NRA. In 1983 the maximum age for the application of the

earnings test dropped from 72 to 70. In 1990, the rate at

which earnings above the exempt amount are withheld from

benefits changed from $1 withheld for each $2 of earnings

over the exempt amount to $1 for every $3 of such earnings.

In 1996, legislation provided for a series of ad hoc increases

in the exempt amounts for beneficiaries above NRA. Finally,

in 2000, the maximum age for the application of the earnings

test was reduced from 70 to NRA. The fraction of retired

workers with benefits withheld is projected to gradually

increase in the future along with the scheduled increases in

the NRA.

d. Current-Payment Status

The numbers of retired workers and insured widow(er)s in

current-payment status at the end of each calendar year,

which equals the number in force minus the number withheld, are summarized in tables III.B12 and III.B15.

The total number of retired workers in current-payment status is projected to increase steadily from 28.5 million at the

end of 2000 to 34.2 million at the end of 2010. The number

of insured widow(er)s in current-payment status decreased

sharply in 1997 (table III.B15) as a result of an administrative effort to identify and inform widow(er) beneficiaries

who would receive a higher benefit on their own record. The

above change is also reflected as a decrease in the number of

insured widow(er)s in force (table III.B4) and an increase in

the number of insured widow(er)s withheld (table III.B13) in

1997. A corresponding increase in the number of retired

workers in current-payment status took place at the same

time, even though it is not noticeable due to the relative large

magnitude of the number of retired workers. The total number of insured widow(er)s in current-payment status is also

projected to increase steadily over the same time period,

from 1.7 million to 2.1 million. (Insured widow(er)s will be

discussed again in relation to uninsured widow(er)s.)

e. Semiannual Retired Worker Projections

The total number of retired workers, by sex, at the end of

each December were shown in table III.B3 for in force and

in table III.B12 for in current-payment status. These end of

December numbers are used to project the end of June numbers shown in tables III.B16 and III.B17. The number of

retired workers in force and in current-payment status at the

end of each semiannual period is projected as a total for each

sex. To calculate the number at the end of each June, first the

total for each sex is projected, by projecting the relationship

of the amount of change occurring in the first 6 months of

the year, to the total annual change.

In table III.B17 we see that more than 50 percent of the

annual increase in the number of retired workers in currentpayment status used to normally occur in the second half of

the calendar year. This was a result of more retirees having

benefits withheld during the earlier part of the year due to the

retirement earnings test. In year 2000 we see a reversal of the

above historical trend due to the elimination of the retirement earnings test.

Once the total number of retirees in force or in current-pay at

the end of June is projected, the number aged 62-64 is calculated by applying a ratio to the total, where the ratio is projected based on historical trends. The number aged 65 or

older is then equal to the total minus those aged 62-64.

2. Minor Children

The numbers of minor children of retired and deceased

workers are related to the non-orphan and orphan populations, respectively. Table III.B18 shows the population under

age 18 split into non-orphan and orphan groups, in four age

groups (0-4, 5-9, 10-14, and 15-17).

The number of minor children of retired workers in force is

projected by single year of age, at the end of each calendar

year, by adding the child-minor awards to the number of

minor children in force at the end of the previous calendar
Benefit Payments

56

year, and applying termination rates. Table III.B19 summarizes the number of minor children of retired workers in

force by age group.

The projected number of awards to minor children of retired

workers is based on the number of non-orphan children. The

award rates are shown in table III.B20. The number of

awards to minor children of retired workers (shown in table

III.B21) is projected to remain relatively stable throughout

the projection period.

The derivation of the number of minor children of retired

workers in current-payment status from the number in force

is shown in tables III.B22 and III.B23.

The number of minor children withheld is projected by single year of age, by applying a projected withheld rate to the

number in force. The withheld rates are projected to remain

at current levels. The projected number of minor children in

current-payment status equals the number in force minus the

number withheld.

The number of minor children of retired workers in currentpayment status is projected to increase gradually, from 256

thousand at end of 2000 to 278 thousand by the end of 2007

and then decrease slightly to 275 thousand by the end of

2010.

The number of minor children of deceased workers in force

is projected by single year of age using methods similar to

those used for minor children of retired workers. The number

of minor children of deceased workers at the end of each calendar year is computed by adding the surviving child-minor

awards to the number of surviving minor children in force at

the end of the previous calendar year, and applying termination rates. Table III.B24 shows the projected number of

minor children of deceased workers in force, and that number as a percentage of the orphan population.

The projected number of awards to minor children of

deceased workers is based on the number of orphans. The

award rates, shown in table III.B25, decreased from 1996

through 1998 possibly due to the dependency test for stepchildren. The number of awards to minor children of

deceased workers (shown in table III.B26) is projected to

level off and then decrease slightly from current levels.

The derivation of the number of minor children of deceased

workers in current-payment status from the number in force

is shown in tables III.B27 and III.B28. Figures in those

tables are projected in a manner similar to that for minor

children of retired workers.

The number of minor surviving children in current-payment

status is projected to decrease from 1,346 thousand currently

to 1,169 thousand by the end of 2010.

3. Disabled Children

The numbers of disabled children of retired and deceased

workers are related to the uninsured population aged 18 or

older, as shown in table III.B29. The disabled children in

force are projected by single year of age, at the end of each

calendar year, by adding the disabled-child awards to the

number of disabled children in force at the end of the previous calendar year, and applying termination rates. Tables

III.B30 and III.B36 show the number of disabled children of

retired workers and deceased workers in force, respectively.

The projected numbers of awards to disabled children of

retired workers and deceased workers are based on the uninsured population. The award rates to disabled children of

retired workers shown in table III.B31, are projected to

decrease gradually. The number of awards to disabled children of retired workers (shown in table III.B32) is projected

to decrease slightly from current levels. The award rates to

disabled children of deceased workers (shown in table

III.B37) are projected to remain at recent levels. The number

of awards to disabled children of deceased workers (shown

in table III.B38) is projected to decrease slightly before leveling off.

The derivations of the numbers of disabled children of

retired workers and deceased workers in current-payment

status from the numbers in force are shown in tables III.B33,

III.B34, and III.B35 (for disabled children of retired workers) and tables III.B39, III.B40, and III.B41 (for disabled

children of deceased workers). Figures in those tables are

projected in a manner similar to that for minor children of

retired workers and deceased workers.

The number of disabled children of retired workers in current-payment status is projected to remain near the present

level of 190 thousand through 2010. Disabled children of

deceased workers are projected to increase from 480 thousand currently to 550 thousand by the end of 2010.

4. Student Children

The numbers of student children of retired and deceased

workers in force (who are nearly all aged 18) are projected

by adding the student-child awards to the number of student

children in force at the end of the previous calendar year, and

applying termination rates. The award rates are projected to

remain at nearly the level in the latest data, based on experience since the phase-out of student benefits at ages 19

through 21, which became fully effective in 1985. Tables

III.B42 and III.B43 show the projected numbers of student

children of retired and deceased workers, respectively.

The number of student children is projected to increase gradually. Note that the number of student children awarded each

year is greater than the number in force, implying that virtually the entire student child population is replaced each year.
OASI Numbers

57

5. Semiannual Child Projections

Tables III.B44 and III.B45 show the semiannual number of

children of retired workers in force and in current-payment

status, respectively. The number at the end of each December

is known from tables shown previously. The excess of the

June 30th number over the average of December 31st numbers is calculated for historical years and then projected to

remain at the last known level. The semiannual number of

children of deceased workers is projected in a similar manner and shown in tables III.B46 and III.B47.

6. Young Spouses

Young wife and young husband beneficiaries are spouses of

retired workers who are entitled to a benefit because they are

the parents of an eligible child (minor under age 16 or disabled) of a retired worker. Young spouses are projected by

sex and single year of age, at the end of each calendar year,

by adding the young spouse awards to the number of young

spouses in force at the end of the previous calendar year, and

applying termination rates. Table III.B48 summarizes the

number of young spouses of retired workers in force by age

group. 

Awards to young wives and young husbands are projected

using award rates that relate the number of awards to young

spouses to the number of awards to minor children under age

16 and disabled children of retired workers. The award rates

(awards per 1,000 eligible child awards) are shown in table

III.B49. The number of awards to young spouses (shown in

table III.B50) is projected to remain stable throughout the

projection period.

The derivation of the number of young spouses of retired

workers in current-payment status from the number in force

is shown in tables III.B51, III.B52 and III.B53.

The number of young spouses withheld is projected by sex

and single year of age, by applying a projected withheld rate

to the number in force. The withheld rates are projected to

remain at current levels. The projected number of young

spouses in current-payment status equals the number in force

minus the number withheld.

7. Mothers and Fathers

Mother and father beneficiaries, also referred to as young

widows and widowers, are widows or widowers of deceased

workers who are entitled to a benefit because they are the

parents of an eligible child (minor under age 16 or disabled)

of a deceased worker. Mothers and fathers are projected by

sex and single year of age, at the end of each calendar year,

by adding the young widow(er) awards to the number of

young widow(er)s in force at the end of the previous calendar year, and applying termination rates. Table III.B54 summarizes the number of young widow(er)s of deceased

workers in force by age group. 

Awards to mothers and fathers are projected using award

rates that relate the number of awards to young widow(er)s

to the number of awards to minor children under age 16 and

disabled children of deceased workers. The award rates

(awards per 1,000 eligible child awards) are shown in table

III.B55. The number of awards to young widow(er)s (shown

in table III.B56) is projected to decline gradually during the

projection period.

The derivation of the number of young widow(er)s of

deceased workers in current-payment status from the number

in force is shown in tables III.B57, III.B58 and III.B59.

The number of young widow(er)s withheld is projected by

sex and single year of age, by applying a projected withheld

rate to the number in force. The withheld rates are projected

to remain at current levels. The projected number of young

widow(er)s in current-payment status equals the number in

force minus the number withheld.

8. Semiannual Young Spouses and Mothers and Fathers

The semiannual numbers of young wives, young husbands,

mothers, and fathers are projected using the same method as

that used for children of retired or deceased workers. Tables

III.B60 and III.B61 show the projected number of young

wife and young husband beneficiaries, respectively, and that

number as a percentage of the eligible child beneficiaries.

Tables III.B62 and III.B63 show the projected number of

mother and father beneficiaries, respectively, and that number as a percentage of the eligible child beneficiaries.

The number of young wife beneficiaries with benefits in current-payment status is projected to continue decreasing

slightly, from 55.5 thousand currently to 51.6 thousand by

the end of 2010. The small number of young husband beneficiaries in current-payment status is projected to increase

slightly during the projection period.

The number of mother beneficiaries in current-payment status decreased from 260 thousand at the end of 1995 to 193

thousand at the end of 2000 and is projected to continue

decreasing to 153 thousand at the end of 2010. The number

of father beneficiaries in current-payment status decreased

from 15.2 thousand at the end of 1995 to 9.8 thousand at the

end of 2000 and is projected to continue decreasing to 8.5

thousand at the end of 2010.

9. Disabled Widows and Widowers

The number of disabled widow beneficiaries (including disabled surviving divorced wives) with benefits in force (entitled because they are the surviving spouse of an insured
Benefit Payments

58

worker, and they are disabled) is projected for two age

groups—ages 50-59 and 60-64—by applying a percentage to

the projected uninsured female population in the applicable

age group. The applicable percentages are projected by

regression, with an iterative autoregression correction. In

addition, the percentages are adjusted by judgment to prevent them from increasing to unreasonably high levels at the

end of the projection period. Table III.B64 shows the projected number of disabled widows in force, and that number

as a percentage of the uninsured female population, by age

group. The number of disabled widows increased substantially beginning in 1991 due to a liberalization in the definition of disability that became effective in that year. The

projections indicate that the number of disabled widows in

force will show additional growth from the current level of

200 thousand to 239 thousand by the end of 2010.

The number of disabled widows with benefits withheld is

projected for the same two age groups as the number in

force, by applying a projected withheld rate to the number in

force. The withheld rates are projected to remain at current

levels, as shown in table III.B65. The projected number of

disabled widows in current-payment status equals the number in force minus the number withheld. The total number of

disabled widows with benefits in current-payment status is

projected to increase from 196 thousand currently to 235

thousand by the end of 2010, as shown in table III.B66.

The number of disabled widower beneficiaries (including

disabled surviving divorced husbands) is projected in a manner similar to that used for disabled widows. Table III.B67

shows the projected number of disabled widowers in force,

and that number as a percentage of the uninsured male population, by age group.

The derivation of the number of disabled widower beneficiaries in current-payment status from the number in force is

shown in tables III.B68 and III.B69.

The number of disabled widowers with benefits in currentpayment status is projected to increase gradually from 5.2

thousand currently to 10.1 thousand by the end of 2010.

10. Aged Spouses and Uninsured Widows and Widowers

The number of aged wife and uninsured widow beneficiaries

(including divorced wives and surviving uninsured divorced

wives) in force, combined, under age 65 is projected by

applying a percentage to the uninsured female population

aged 60 through 64. The percentage is projected to remain

slightly above 32 percent, based on historical trends. The

combined number of aged wives and uninsured widows is

split into the two types of beneficiaries by applying a percentage to the combined number. Table III.B70 shows the

projected number of aged wife and uninsured widow beneficiaries in force under age 65, and that number as a percentage of the uninsured female population. The projected split

between aged wives and uninsured widows is also shown.

The number of wives in force aged 62 through 64 is projected to increase, from 318 thousand currently to about 333

thousand by the end of 2010. The number of uninsured widows in force aged 60 through 64 is projected to continue

declining gradually, from 118 thousand currently to about

109 thousand by the end of 2010.

The number of aged wife and uninsured widow beneficiaries

in force, combined, aged 65 or older is projected by applying

a percentage to the uninsured female population aged 65 or

older. The combined number of aged wives and uninsured

widows is split into the two types of beneficiaries by applying a percentage to the combined number. Table III.B71

shows the projected number of aged wife and uninsured

widow beneficiaries in force aged 65 or older, and that number as a percentage of the uninsured female population. The

projected split between aged wives and uninsured widows is

also shown.

The number of wives aged 65 or older with benefits in force

is projected to decrease moderately, from 2,528 thousand

currently to about 2,390 thousand by the end of 2010. The

number of uninsured widows aged 65 or older in force is also

projected to decrease, from 2,964 thousand currently to

about 2,658 thousand by the end of 2010.

The derivation of the number of aged wife beneficiaries in

current-payment status from the number in force is shown in

tables III.B72 and III.B73.

The percentage of aged wives with benefits withheld is projected to increase slightly, due to the effect of the government pension offset provision. The total number of aged wife

beneficiaries in current-payment status is projected to

decline from about 2,710 thousand currently to about 2,582

thousand by the end of 2010.

The derivation of the number of aged uninsured widows and

total aged widows with benefits in current-payment status

from the number in force is shown in tables III.B74 and

III.B75.

The percentage of aged uninsured widows with benefits

withheld is also projected to increase slightly, due largely to

the effect of the government pension offset provision. The

total number of aged widow beneficiaries, both insured and

uninsured, in current-payment status is projected to decrease

gradually from 4,663 thousand currently to about 4,594

thousand during 2006 and then increase again to nearly

4,667 thousand by the end of 2010.
OASI Numbers

59

The combined number of aged husband and uninsured widower beneficiaries (including divorced husbands and surviving uninsured divorced husbands) under age 65, and 65 or

older, is projected in a manner similar to that used for aged

wives and uninsured widows. Tables III.B76 and III.B77

show the projected number of aged husband and uninsured

widower beneficiaries in force under age 65 and aged 65 or

older, respectively, and that number as a percentage of the

male uninsured population.

The combined number of aged husbands in force under age

65 and aged uninsured widowers in force under age 65 is

projected to remain stable for several years and then increase

during the latter portion of the projection period. The combined number of aged husbands age 65 or older and aged

uninsured widowers aged 65 or older in force is projected to

decline during the projection period. The combined number

of aged husbands in force aged 62 through 64 and aged 65 or

older is projected to reach 2.8 thousand and 84.8 thousand,

respectively, by the end of 2010; the number of aged uninsured widowers aged 60 through 64 and 65 or older is projected to reach 1.9 thousand and 27.1 thousand, respectively,

by the end of 2010.

The derivation of the number of aged husbands with benefits

in current-payment status from the number in force is shown

in tables III.B78 and III.B79.

The percentage of aged husbands with benefits withheld is

projected to remain slightly over 67.0 percent. The total

number of aged husband beneficiaries in current-payment

status is projected to decrease gradually, from 32.3 thousand

currently to 28.8 thousand by the end of 2010.

The derivation of the number of aged uninsured widowers

and total aged widowers with benefits in current-payment

status from the number in force is shown in tables III.B80

and III.B81.

The percentage of aged uninsured widowers with benefits

withheld is also projected to decrease slightly, from 60 percent to about 59 percent overall. The total number of aged

widowers with benefits in current-payment status is projected to increase steadily, from 36.8 thousand to over 48.0

thousand by the end of 2010.

11. Parents

The number of parent beneficiaries with benefits in force

(entitled because they are the parents of a deceased insured

worker, and they are not insured on their own earnings

record) is projected by applying a factor to the number of

parent beneficiaries receiving benefits 6 months prior. This

approach has been used because the number of awards to

parent beneficiaries has been low relative to the number of

terminations. Table III.B82 shows the projected numbers of

parent beneficiaries in force, and the ratio of each number to

the corresponding number from 6 months earlier. It also

shows the number of parent beneficiaries withheld and in

current-payment status.

The number of parent beneficiaries in current-payment status

is projected to continue declining, from 2.7 thousand currently to 1.5 thousand by the end of 2010. The rate of decline

is projected to slow as the number of parents reaches low

levels and the number of awards approaches the number of

terminations.

12. Special Age-72 Beneficiaries

The number of special age-72 beneficiaries (including special wife beneficiaries) is projected in a manner similar to

that for parent beneficiaries. Since this is virtually a closed

group, the ratios of succeeding numbers of beneficiaries are

survival rates. Table III.B83 shows the projected number of

special age-72 beneficiaries in force, and the ratio of each

number to the corresponding number from 6 months earlier.

It also shows the numbers of special age-72 beneficiaries

withheld and in current-payment status.

The number of special age-72 beneficiaries in current-payment status is projected to continue declining rapidly, from

fewer than 150 currently to fewer than 50 by the end of 2001,

at which time the remaining beneficiaries will all be over 101

years old.

13. OASDI Beneficiaries

Table III.B84 summarizes the numbers of all of the projected

OASDI beneficiaries in current-payment status. Figure 2

illustrates the numbers shown in table III.B84 for retired

workers and family members, survivors, and special age-72

beneficiaries. Figure 3 (on page 145) further illustrates the

numbers shown in table III.B84 and the relative proportions

of beneficiaries by type.

The total number of OASDI beneficiaries in current-payment

status is projected to increase from nearly 45.4 million at the

end of 2000 to nearly 53.5 million by the end of 2010. From

1990 to 2000, the number of disabled workers and auxiliaries

increased by 56 percent. From 2000 to 2010, the number is

projected to increase by about 39 percent, from about 6.7

million to 9.2 million. The number of OASI beneficiaries

increased by nearly 9 percent from 1990 to 2000. The number is projected to increase by 14 percent, from 38.7 million

to about 44.2 million, during the projection period.
Benefit Payments

60

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Figure 2.—OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2010

[In millions]

0.0

5.0

10.0

15.0

20.0

25.0

30.0

35.0

40.0

45.0

50.0

55.0

60.0

1975 1980 1985 1990 1995 2000 2005 2010

Calendar year

Survivors

Family members

Retired workers (includes special

age-72 beneficiaries)

Historical Estimated
61

OASI Numbers

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B1.—Population in the Social Security Area, Age 60 or older

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975............... 1,918.8 2,651.6 3,634.7 2,599.9 1,702.1 1,013.0 446.0 134.2 25.1 14,125.5

1980............... 2,096.7 2,836.1 3,984.1 2,944.3 1,909.2 1,079.9 516.4 166.8 36.6 15,570.2

1985............... 2,148.0 3,100.7 4,345.8 3,281.2 2,177.5 1,230.7 564.0 199.4 48.9 17,096.3

1990............... 2,118.0 3,072.3 4,662.9 3,626.0 2,501.3 1,428.2 653.0 217.2 56.3 18,335.2

1991............... 2,073.9 3,086.5 4,633.2 3,744.0 2,576.6 1,488.2 679.9 226.2 57.9 18,566.5

1992............... 2,015.3 3,059.3 4,665.7 3,827.3 2,622.6 1,558.4 713.6 235.5 59.4 18,757.1

1993............... 1,974.6 3,022.2 4,670.8 3,886.7 2,670.6 1,623.9 742.5 244.1 60.5 18,895.9

1994............... 2,013.7 2,956.0 4,672.7 3,953.1 2,720.9 1,678.7 773.5 253.6 61.6 19,083.7

1995............... 2,066.6 2,888.0 4,681.6 3,957.2 2,808.0 1,728.5 803.4 262.2 62.6 19,258.2

1996............... 2,074.7 2,893.1 4,662.9 3,947.4 2,904.7 1,766.1 838.2 271.4 63.8 19,422.3

1997............... 2,105.0 2,937.3 4,599.1 3,970.1 2,983.6 1,787.7 878.7 283.0 65.1 19,609.7

1998............... 2,169.8 2,983.2 4,533.6 3,992.2 3,039.6 1,816.2 920.3 295.1 66.8 19,816.6

1999............... 2,222.9 3,031.1 4,497.3 4,000.5 3,102.5 1,848.2 932.9 305.2 68.8 20,009.2

2000............... 2,270.7 3,092.9 4,488.4 4,011.7 3,116.7 1,914.6 947.5 314.3 70.7 20,227.6

2001............... 2,355.4 3,174.9 4,504.9 3,997.7 3,116.2 1,987.0 959.4 325.0 72.6 20,493.2

2002............... 2,530.4 3,258.1 4,574.7 3,946.9 3,136.1 2,046.9 967.8 338.3 75.2 20,874.4

2003............... 2,705.0 3,358.9 4,683.0 3,892.2 3,160.1 2,089.0 984.5 350.6 77.7 21,301.0

2004............... 2,726.4 3,560.2 4,781.7 3,869.3 3,174.0 2,134.6 1,003.7 354.7 80.2 21,684.8

2005............... 2,682.2 3,782.9 4,888.0 3,870.1 3,189.3 2,148.6 1,043.5 359.8 82.3 22,046.7

2006............... 2,906.2 3,919.9 5,045.9 3,891.5 3,183.4 2,153.1 1,085.8 364.1 84.8 22,634.7

2007............... 3,328.1 3,930.7 5,287.7 3,957.6 3,148.0 2,171.9 1,119.2 367.7 88.1 23,399.0

2008............... 3,460.4 4,120.2 5,545.1 4,056.7 3,110.0 2,192.9 1,142.4 375.0 91.0 24,093.7

2009............... 3,433.2 4,521.7 5,752.4 4,147.7 3,098.5 2,206.7 1,166.6 382.0 91.5 24,800.2

2010............... 3,491.2 4,875.0 5,918.4 4,245.6 3,106.6 2,220.8 1,175.1 398.1 92.4 25,523.2

Female

1975............... 2,143.6 3,068.6 4,490.3 3,596.9 2,718.6 1,852.5 922.9 325.3 72.5 19,191.2

1980............... 2,308.6 3,243.4 4,884.0 4,045.2 3,047.0 2,068.6 1,175.8 439.6 116.0 21,328.3

1985............... 2,385.7 3,514.1 5,203.7 4,420.7 3,445.7 2,360.1 1,343.7 578.1 168.3 23,420.1

1990............... 2,280.0 3,436.4 5,531.6 4,710.0 3,794.4 2,684.9 1,558.3 667.9 218.1 24,881.6

1991............... 2,244.3 3,409.2 5,488.4 4,827.1 3,860.2 2,755.6 1,610.3 694.9 229.0 25,119.1

1992............... 2,176.6 3,366.6 5,493.6 4,903.9 3,888.2 2,839.2 1,675.2 724.9 241.4 25,309.6

1993............... 2,122.6 3,317.9 5,468.5 4,959.1 3,922.4 2,911.5 1,725.5 749.2 249.5 25,426.1

1994............... 2,155.3 3,250.6 5,422.2 5,023.8 3,952.7 2,967.6 1,775.4 776.1 258.2 25,581.7

1995............... 2,210.4 3,168.2 5,392.3 5,015.9 4,030.2 3,007.8 1,823.5 800.9 265.9 25,715.0

1996............... 2,220.7 3,160.4 5,339.9 4,985.7 4,124.4 3,039.4 1,866.0 822.4 273.6 25,832.5

1997............... 2,250.0 3,198.6 5,247.3 4,979.7 4,197.4 3,043.1 1,919.9 849.3 280.3 25,965.6

1998............... 2,313.9 3,244.7 5,154.4 4,966.0 4,241.1 3,058.1 1,967.1 871.6 287.1 26,104.0

1999............... 2,368.0 3,295.1 5,105.0 4,935.7 4,309.0 3,076.6 1,984.8 892.2 295.0 26,261.2

2000............... 2,417.4 3,357.0 5,086.3 4,910.2 4,313.3 3,145.6 1,999.1 913.3 302.8 26,444.9

2001............... 2,505.2 3,439.5 5,090.6 4,866.4 4,296.5 3,226.7 2,011.7 931.0 309.4 26,677.2

2002............... 2,685.0 3,524.8 5,154.3 4,786.0 4,295.1 3,294.0 2,013.4 956.5 318.6 27,027.7

2003............... 2,865.2 3,629.3 5,264.4 4,703.1 4,291.7 3,336.9 2,030.8 978.6 326.4 27,426.5

2004............... 2,890.2 3,837.2 5,365.3 4,661.1 4,268.7 3,392.1 2,047.1 987.7 334.0 27,783.4

2005............... 2,845.4 4,069.0 5,472.0 4,647.0 4,249.2 3,398.9 2,099.3 995.3 341.7 28,117.9

2006............... 3,071.2 4,213.0 5,634.2 4,652.9 4,213.2 3,389.4 2,158.3 1,001.6 347.4 28,681.3

2007............... 3,501.6 4,225.0 5,885.0 4,711.7 4,145.0 3,391.8 2,205.7 1,004.2 357.0 29,427.0

2008............... 3,642.0 4,416.5 6,154.2 4,812.2 4,075.0 3,391.8 2,236.2 1,015.5 364.4 30,107.7

2009............... 3,615.8 4,827.4 6,372.9 4,904.3 4,040.8 3,376.0 2,272.9 1,024.0 366.8 30,800.9

2010............... 3,671.9 5,195.2 6,547.6 5,001.9 4,031.5 3,362.9 2,279.4 1,052.9 369.0 31,512.2

Total

1975............... 4,062.4 5,720.1 8,125.1 6,196.7 4,420.7 2,865.6 1,368.9 459.5 97.7 33,316.6

1980............... 4,405.3 6,079.4 8,868.1 6,989.5 4,956.2 3,148.5 1,692.2 606.4 152.7 36,898.5

1985............... 4,533.8 6,614.8 9,549.5 7,701.9 5,623.2 3,590.8 1,907.7 777.5 217.3 40,516.3

1990............... 4,398.0 6,508.8 10,194.4 8,336.0 6,295.7 4,113.1 2,211.2 885.1 274.4 43,216.8

1991............... 4,318.2 6,495.7 10,121.6 8,571.1 6,436.8 4,243.9 2,290.3 921.1 286.9 43,685.6

1992............... 4,191.9 6,425.9 10,159.3 8,731.2 6,510.8 4,397.6 2,388.8 960.5 300.7 44,066.8

1993............... 4,097.2 6,340.1 10,139.4 8,845.8 6,592.9 4,535.4 2,468.0 993.3 310.0 44,322.1

1994............... 4,169.0 6,206.5 10,094.9 8,976.9 6,673.6 4,646.3 2,548.9 1,029.6 319.8 44,665.4

1995............... 4,276.9 6,056.2 10,073.8 8,973.2 6,838.2 4,736.3 2,626.9 1,063.1 328.6 44,973.2

1996............... 4,295.4 6,053.5 10,002.8 8,933.1 7,029.0 4,805.5 2,704.1 1,093.8 337.5 45,254.8

1997............... 4,355.0 6,135.8 9,846.4 8,949.8 7,181.0 4,830.9 2,798.6 1,132.4 345.4 45,575.3

1998............... 4,483.8 6,227.9 9,688.0 8,958.1 7,280.7 4,874.3 2,887.4 1,166.7 353.9 45,920.7

1999............... 4,590.8 6,326.2 9,602.2 8,936.2 7,411.5 4,924.7 2,917.7 1,197.3 363.8 46,270.4

2000............... 4,688.1 6,449.9 9,574.8 8,921.9 7,430.0 5,060.1 2,946.6 1,227.7 373.4 46,672.5

2001............... 4,860.6 6,614.4 9,595.5 8,864.2 7,412.8 5,213.7 2,971.1 1,256.1 382.0 47,170.4

2002............... 5,215.4 6,782.9 9,729.0 8,732.8 7,431.2 5,340.9 2,981.3 1,294.8 393.8 47,902.1

2003............... 5,570.2 6,988.2 9,947.4 8,595.4 7,451.8 5,425.9 3,015.3 1,329.2 404.1 48,727.5

2004............... 5,616.6 7,397.4 10,146.9 8,530.5 7,442.6 5,526.7 3,050.8 1,342.4 414.2 49,468.2

2005............... 5,527.7 7,851.9 10,360.0 8,517.0 7,438.5 5,547.5 3,142.9 1,355.1 424.0 50,164.6

2006............... 5,977.4 8,132.9 10,680.1 8,544.4 7,396.6 5,542.6 3,244.1 1,365.7 432.2 51,316.0

2007............... 6,829.7 8,155.6 11,172.7 8,669.3 7,293.0 5,563.7 3,325.0 1,371.9 445.1 52,826.0

2008............... 7,102.3 8,536.7 11,699.2 8,868.9 7,185.0 5,584.7 3,378.6 1,390.5 455.4 54,201.4

2009............... 7,049.0 9,349.0 12,125.3 9,052.0 7,139.3 5,582.7 3,439.5 1,406.0 458.3 55,601.2

2010............... 7,163.1 10,070.2 12,465.9 9,247.4 7,138.1 5,583.7 3,454.5 1,451.0 461.4 57,035.4
62

Benefit Payments

Sources:

• Historical figures estimated by Office of Research, Evaluation and Statistics.

• Future figures projected based on historical relationship to population and coverage rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B2.—OASI Workers Who Are Fully Insured, Age 60 or older

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975 ............... 1,791.2 2,487.0 3,426.2 2,413.2 1,569.6 927.3 396.8 111.0 19.0 13,141.3

1980 ............... 1,918.0 2,649.3 3,762.4 2,751.3 1,776.1 992.6 471.1 146.2 30.0 14,497.0

1985 ............... 1,992.4 2,868.9 3,991.3 3,066.5 2,047.7 1,138.7 511.2 177.0 42.2 15,835.9

1990 ............... 1,949.3 2,873.5 4,338.5 3,299.3 2,316.7 1,331.5 594.9 192.9 51.6 16,948.2

1991 ............... 1,908.7 2,874.0 4,317.6 3,410.8 2,364.4 1,371.9 619.4 196.5 53.3 17,116.6

1992 ............... 1,855.1 2,822.6 4,337.3 3,486.3 2,404.9 1,418.5 645.2 206.6 54.5 17,231.0

1993 ............... 1,834.9 2,804.2 4,334.4 3,541.7 2,455.2 1,458.1 668.0 214.5 55.2 17,366.2

1994 ............... 1,865.9 2,700.9 4,300.1 3,622.1 2,479.7 1,506.6 688.5 221.5 55.3 17,440.6

1995 ............... 1,924.4 2,700.4 4,307.1 3,638.2 2,556.0 1,548.9 709.3 228.8 57.3 17,670.4

1996 ............... 1,925.4 2,680.4 4,276.7 3,627.9 2,654.0 1,585.1 732.2 236.6 58.1 17,776.4

1997 ............... 1,963.6 2,766.8 4,231.9 3,650.8 2,720.3 1,618.1 757.9 245.6 60.1 18,015.1

1998 ............... 2,017.1 2,759.8 4,170.0 3,655.8 2,772.4 1,660.1 782.2 253.6 61.8 18,132.8

1999 ............... 2,071.8 2,830.4 4,166.6 3,634.2 2,841.1 1,682.5 809.8 260.4 63.0 18,359.8

2000 ............... 2,123.3 2,867.2 4,141.2 3,650.6 2,861.9 1,744.9 833.8 267.4 64.3 18,554.6

2001 ............... 2,213.9 2,955.7 4,163.3 3,633.9 2,861.7 1,818.8 854.4 276.3 63.4 18,841.4

2002 ............... 2,390.9 3,046.6 4,218.4 3,606.8 2,886.4 1,866.9 874.3 287.1 65.0 19,242.4

2003 ............... 2,568.8 3,155.6 4,334.8 3,563.3 2,898.0 1,907.0 900.2 297.0 66.7 19,691.4

2004 ............... 2,592.4 3,355.0 4,436.8 3,568.2 2,887.0 1,957.0 914.9 308.7 68.3 20,088.3

2005 ............... 2,557.2 3,576.4 4,553.5 3,570.7 2,901.7 1,973.1 951.0 317.9 70.3 20,471.8

2006 ............... 2,771.7 3,712.9 4,719.1 3,596.1 2,893.8 1,977.8 994.0 325.3 72.1 21,062.8

2007 ............... 3,173.2 3,728.1 4,964.0 3,649.6 2,878.0 1,998.8 1,020.7 333.0 74.8 21,820.2

2008 ............... 3,299.3 3,912.9 5,222.6 3,755.4 2,848.1 2,010.2 1,043.1 342.9 77.0 22,511.5

2009 ............... 3,276.3 4,300.1 5,431.9 3,849.0 2,857.6 2,005.8 1,070.0 348.3 81.0 23,220.0

2010 ............... 3,330.8 4,638.8 5,600.5 3,955.5 2,866.1 2,020.0 1,079.4 362.8 82.9 23,936.8

Female

1975 ............... 1,320.4 1,914.8 2,777.7 1,971.5 1,378.6 834.6 355.4 91.2 14.4 10,658.6

1980 ............... 1,502.7 2,161.6 3,195.0 2,445.7 1,698.0 1,063.0 537.4 172.0 32.2 12,807.6

1985 ............... 1,594.5 2,386.0 3,515.8 2,822.1 2,111.0 1,325.3 697.0 266.9 63.3 14,781.9

1990 ............... 1,572.5 2,415.5 3,831.2 3,099.9 2,436.9 1,642.6 877.7 340.0 98.9 16,315.2

1991 ............... 1,561.6 2,382.3 3,815.4 3,206.4 2,493.5 1,700.2 925.3 354.6 107.1 16,546.4

1992 ............... 1,521.5 2,345.7 3,838.5 3,281.7 2,541.3 1,758.6 979.0 383.6 114.4 16,764.3

1993 ............... 1,505.2 2,355.2 3,840.0 3,334.6 2,607.5 1,804.7 1,026.7 406.5 120.2 17,000.6

1994 ............... 1,528.5 2,307.5 3,817.0 3,414.9 2,626.3 1,868.1 1,069.4 429.4 125.1 17,186.2

1995 ............... 1,590.0 2,297.1 3,818.6 3,454.7 2,691.0 1,920.8 1,104.9 452.0 132.7 17,461.8

1996 ............... 1,607.8 2,277.9 3,798.7 3,443.2 2,790.1 1,965.1 1,139.2 474.0 137.5 17,633.5

1997 ............... 1,659.1 2,381.9 3,780.3 3,489.1 2,873.2 2,017.7 1,181.3 497.1 145.5 18,025.2

1998 ............... 1,721.5 2,406.4 3,745.0 3,500.1 2,926.8 2,075.2 1,214.5 518.2 151.9 18,259.6

1999 ............... 1,785.9 2,481.8 3,750.4 3,467.9 3,000.5 2,093.4 1,253.1 534.4 157.0 18,524.4

2000 ............... 1,845.5 2,546.3 3,754.2 3,457.6 3,034.7 2,148.7 1,284.7 546.3 164.2 18,782.2

2001 ............... 1,935.7 2,626.9 3,804.5 3,430.3 3,025.1 2,226.2 1,314.1 564.0 173.6 19,100.4

2002 ............... 2,099.9 2,713.8 3,868.3 3,413.4 3,037.0 2,272.0 1,343.0 582.9 184.0 19,514.3

2003 ............... 2,267.9 2,819.6 3,983.6 3,378.9 3,040.5 2,308.8 1,380.1 600.6 191.6 19,971.6

2004 ............... 2,315.1 3,010.8 4,086.5 3,398.1 3,008.7 2,365.6 1,395.0 624.2 198.8 20,402.8

2005 ............... 2,306.8 3,225.3 4,193.7 3,430.5 2,992.0 2,392.2 1,434.4 642.1 205.1 20,822.1

2006 ............... 2,520.7 3,373.8 4,350.6 3,477.8 2,970.1 2,387.3 1,489.7 656.6 211.6 21,438.2

2007 ............... 2,908.0 3,419.8 4,584.6 3,536.7 2,957.4 2,398.4 1,521.6 671.5 218.3 22,216.3

2008 ............... 3,059.4 3,616.8 4,840.3 3,641.8 2,928.9 2,402.7 1,547.8 691.0 224.4 22,953.1

2009 ............... 3,073.4 3,999.3 5,061.1 3,735.7 2,947.1 2,378.7 1,586.2 698.5 236.9 23,716.9

2010 ............... 3,157.4 4,349.9 5,251.6 3,833.8 2,977.2 2,367.9 1,605.2 719.5 242.5 24,505.0

Total

1975 ............... 3,111.6 4,401.8 6,203.9 4,384.7 2,948.2 1,761.9 752.2 202.2 33.4 23,799.9

1980 ............... 3,420.7 4,810.9 6,957.4 5,197.0 3,474.1 2,055.6 1,008.5 318.2 62.2 27,304.6

1985 ............... 3,586.9 5,254.9 7,507.1 5,888.6 4,158.7 2,464.0 1,208.2 443.9 105.5 30,617.8

1990 ............... 3,521.8 5,289.0 8,169.7 6,399.2 4,753.6 2,974.1 1,472.6 532.9 150.5 33,263.4

1991 ............... 3,470.3 5,256.3 8,133.0 6,617.2 4,857.9 3,072.1 1,544.7 551.1 160.4 33,663.0

1992 ............... 3,376.6 5,168.3 8,175.8 6,768.0 4,946.2 3,177.1 1,624.2 590.2 168.9 33,995.3

1993 ............... 3,340.1 5,159.4 8,174.4 6,876.3 5,062.7 3,262.8 1,694.7 621.0 175.4 34,366.8

1994 ............... 3,394.4 5,008.4 8,117.1 7,037.0 5,106.0 3,374.7 1,757.9 650.9 180.4 34,626.8

1995 ............... 3,514.4 4,997.5 8,125.7 7,092.9 5,247.0 3,469.7 1,814.2 680.8 190.0 35,132.2

1996 ............... 3,533.2 4,958.3 8,075.4 7,071.1 5,444.1 3,550.2 1,871.4 710.6 195.6 35,409.9

1997 ............... 3,622.7 5,148.7 8,012.2 7,139.9 5,593.5 3,635.8 1,939.2 742.7 205.6 36,040.3

1998 ............... 3,738.6 5,166.2 7,915.0 7,155.9 5,699.2 3,735.3 1,996.7 771.8 213.7 36,392.4

1999 ............... 3,857.7 5,312.2 7,917.0 7,102.1 5,841.6 3,775.9 2,062.9 794.8 220.0 36,884.2

2000 ............... 3,968.8 5,413.5 7,895.4 7,108.2 5,896.6 3,893.6 2,118.5 813.7 228.5 37,336.8

2001 ............... 4,149.6 5,582.6 7,967.8 7,064.2 5,886.8 4,045.0 2,168.5 840.3 237.0 37,941.8

2002 ............... 4,490.8 5,760.4 8,086.7 7,020.2 5,923.4 4,138.9 2,217.3 870.0 249.0 38,756.7

2003 ............... 4,836.7 5,975.2 8,318.4 6,942.2 5,938.5 4,215.8 2,280.3 897.6 258.3 39,663.0

2004 ............... 4,907.5 6,365.8 8,523.3 6,966.3 5,895.7 4,322.6 2,309.9 932.9 267.1 40,491.1

2005 ............... 4,864.0 6,801.7 8,747.2 7,001.2 5,893.7 4,365.3 2,385.4 960.0 275.4 41,293.9

2006 ............... 5,292.4 7,086.7 9,069.7 7,073.9 5,863.9 4,365.1 2,483.7 981.9 283.7 42,501.0

2007 ............... 6,081.2 7,147.9 9,548.6 7,186.3 5,835.4 4,397.2 2,542.3 1,004.5 293.1 44,036.5

2008 ............... 6,358.7 7,529.7 10,062.9 7,397.2 5,777.0 4,412.9 2,590.9 1,033.9 301.4 45,464.6

2009 ............... 6,349.7 8,299.4 10,493.0 7,584.7 5,804.7 4,384.5 2,656.2 1,046.8 317.9 46,936.9

2010 ............... 6,488.2 8,988.7 10,852.1 7,789.3 5,843.3 4,387.9 2,684.6 1,082.3 325.4 48,441.8
63

OASI Numbers

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B3.—Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975............... 874.1 3,297.6 2,412.9 1,569.3 927.2 396.6 110.8 18.9 9,607.5

1980............... 1,021.4 3,646.3 2,749.1 1,774.9 991.6 470.4 146.0 30.0 10,829.7

1985............... 1,311.5 3,829.9 3,062.8 2,045.6 1,137.1 510.3 176.6 42.1 12,116.0

1990............... 1,359.1 4,115.7 3,293.3 2,313.6 1,329.2 593.7 192.3 51.4 13,248.3

1991............... 1,369.2 4,108.2 3,404.2 2,360.5 1,369.5 618.2 196.2 53.2 13,479.2

1992............... 1,376.9 4,138.2 3,479.2 2,400.7 1,415.9 643.8 206.0 54.3 13,715.1

1993............... 1,371.7 4,143.0 3,534.4 2,450.7 1,455.3 666.4 213.9 54.9 13,890.2

1994............... 1,371.6 4,106.4 3,613.2 2,474.5 1,504.1 686.9 221.1 55.1 14,033.0

1995............... 1,341.9 4,102.0 3,629.6 2,550.9 1,546.1 707.9 228.2 57.1 14,163.8

1996............... 1,322.7 4,071.9 3,619.7 2,647.3 1,581.3 730.7 236.0 57.9 14,267.6

1997............... 1,301.6 4,027.1 3,643.2 2,713.0 1,613.7 755.8 244.7 59.8 14,359.0

1998............... 1,309.2 3,967.4 3,648.6 2,764.9 1,655.6 780.1 252.7 61.5 14,440.0

1999............... 1,324.1 3,964.3 3,627.0 2,833.4 1,677.6 807.4 259.5 62.7 14,556.2

2000............... 1,356.5 4,089.4 3,643.4 2,854.5 1,739.6 831.3 266.4 63.9 14,845.1

2001............... 1,390.1 4,068.8 3,626.8 2,854.8 1,813.3 851.8 275.4 64.1 14,945.2

2002............... 1,420.9 4,106.5 3,599.7 2,879.8 1,861.4 871.8 286.2 65.7 15,092.0

2003............... 1,457.9 4,178.7 3,556.1 2,891.9 1,901.5 897.5 296.1 67.3 15,246.9

2004............... 1,534.1 4,237.4 3,561.1 2,881.2 1,951.6 912.1 307.7 68.8 15,454.1

2005............... 1,626.4 4,309.3 3,563.4 2,896.0 1,968.1 948.1 316.9 70.5 15,698.7

2006............... 1,691.9 4,421.7 3,588.8 2,888.2 1,973.1 991.0 324.2 72.3 15,951.3

2007............... 1,697.4 4,593.9 3,642.3 2,872.3 1,994.3 1,017.6 331.9 74.9 16,224.7

2008............... 1,755.0 4,784.4 3,747.8 2,842.4 2,006.1 1,040.1 341.9 77.1 16,594.8

2009............... 1,915.9 4,997.0 3,841.2 2,851.8 2,001.9 1,067.0 347.2 79.6 17,101.7

2010............... 2,095.5 5,167.6 3,947.5 2,860.3 2,016.0 1,076.6 361.7 81.4 17,606.7

Female

1975............... 889.1 2,351.7 1,814.3 1,254.0 789.5 346.6 90.2 14.3 7,549.7

1980............... 1,035.9 2,723.4 2,207.6 1,560.2 964.0 505.6 167.3 31.9 9,195.9

1985............... 1,186.0 2,938.9 2,540.4 1,902.5 1,215.3 629.0 249.6 61.8 10,723.5

1990............... 1,181.6 3,154.0 2,735.2 2,189.5 1,485.7 802.5 312.3 92.7 11,953.4

1991............... 1,165.6 3,151.6 2,801.9 2,240.7 1,534.5 845.1 326.1 99.9 12,165.3

1992............... 1,156.7 3,173.6 2,846.3 2,276.4 1,586.6 888.0 348.9 105.9 12,382.4

1993............... 1,144.5 3,177.2 2,878.4 2,319.5 1,630.1 926.6 368.7 110.7 12,555.8

1994............... 1,152.3 3,139.1 2,948.1 2,326.0 1,682.4 961.6 388.5 114.6 12,712.5

1995............... 1,141.1 3,127.7 2,973.3 2,371.6 1,725.2 993.3 407.5 121.2 12,860.9

1996............... 1,141.1 3,111.2 2,967.6 2,432.4 1,763.9 1,023.4 427.0 125.5 12,992.2

1997............... 1,143.8 3,112.3 3,030.8 2,506.2 1,813.8 1,065.7 447.9 133.0 13,253.6

1998............... 1,169.7 3,095.0 3,039.9 2,541.3 1,854.3 1,098.3 467.0 138.9 13,404.4

1999............... 1,193.6 3,125.1 3,009.8 2,604.2 1,860.0 1,132.0 480.7 143.4 13,548.8

2000............... 1,236.0 3,211.4 3,006.7 2,627.8 1,895.9 1,157.1 492.7 148.2 13,776.0

2001............... 1,275.7 3,252.0 2,988.0 2,622.0 1,947.0 1,183.8 508.1 155.0 13,931.7

2002............... 1,311.7 3,308.8 2,976.4 2,635.5 1,978.8 1,204.4 527.0 159.9 14,102.5

2003............... 1,351.8 3,388.7 2,957.2 2,638.2 2,003.1 1,230.3 543.6 169.6 14,282.5

2004............... 1,426.3 3,457.9 2,982.3 2,610.6 2,052.6 1,236.6 563.1 174.8 14,504.2

2005............... 1,519.1 3,527.4 3,019.6 2,602.0 2,071.4 1,264.7 578.1 181.6 14,763.9

2006............... 1,589.3 3,636.2 3,070.9 2,587.2 2,069.2 1,302.0 591.3 186.4 15,032.6

2007............... 1,610.2 3,799.3 3,132.2 2,579.0 2,081.5 1,324.7 602.0 194.6 15,323.5

2008............... 1,682.6 3,986.5 3,232.3 2,563.6 2,084.7 1,342.6 615.6 200.6 15,708.4

2009............... 1,852.8 4,185.0 3,320.6 2,586.6 2,064.3 1,376.3 618.5 204.5 16,208.6

2010............... 2,039.9 4,355.6 3,410.7 2,620.8 2,059.4 1,390.0 633.7 210.4 16,720.5

Total

1975............... 1,763.2 5,649.3 4,227.3 2,823.4 1,716.7 743.2 201.0 33.2 17,157.2

1980............... 2,057.3 6,369.7 4,956.6 3,335.2 1,955.6 976.0 313.3 61.8 20,025.6

1985............... 2,497.5 6,768.8 5,603.2 3,948.1 2,352.5 1,139.3 426.2 103.9 22,839.5

1990............... 2,540.7 7,269.8 6,028.5 4,503.1 2,814.9 1,396.1 504.6 144.1 25,201.8

1991............... 2,534.7 7,259.8 6,206.1 4,601.1 2,904.0 1,463.3 522.3 153.1 25,644.5

1992............... 2,533.5 7,311.8 6,325.4 4,677.1 3,002.6 1,531.8 554.9 160.2 26,097.5

1993............... 2,516.2 7,320.2 6,412.8 4,770.2 3,085.4 1,593.0 582.6 165.7 26,446.1

1994............... 2,523.9 7,245.5 6,561.3 4,800.5 3,186.4 1,648.6 609.6 169.6 26,745.5

1995............... 2,483.0 7,229.7 6,602.9 4,922.5 3,271.3 1,701.2 635.8 178.3 27,024.8

1996............... 2,463.8 7,183.1 6,587.3 5,079.7 3,345.3 1,754.2 663.0 183.4 27,259.8

1997............... 2,445.3 7,139.4 6,674.1 5,219.2 3,427.5 1,821.5 692.6 192.9 27,612.5

1998............... 2,478.8 7,062.5 6,688.5 5,306.3 3,509.8 1,878.3 719.7 200.4 27,844.3

1999............... 2,517.8 7,089.4 6,636.8 5,437.6 3,537.6 1,939.5 740.3 206.1 28,105.0

2000............... 2,592.5 7,300.9 6,650.2 5,482.2 3,635.5 1,988.5 759.1 212.1 28,621.1

2001............... 2,665.8 7,320.8 6,614.9 5,476.9 3,760.3 2,035.6 783.5 219.1 28,876.9

2002............... 2,732.6 7,415.3 6,576.1 5,515.4 3,840.1 2,076.2 813.2 225.6 29,194.5

2003............... 2,809.7 7,567.4 6,513.4 5,530.1 3,904.6 2,127.8 839.7 236.8 29,529.4

2004............... 2,960.4 7,695.3 6,543.4 5,491.8 4,004.3 2,148.7 870.8 243.6 29,958.3

2005............... 3,145.5 7,836.7 6,582.9 5,498.1 4,039.5 2,212.8 895.0 252.1 30,462.6

2006............... 3,281.2 8,058.0 6,659.7 5,475.4 4,042.3 2,293.0 915.5 258.7 30,983.8

2007............... 3,307.6 8,393.2 6,774.5 5,451.3 4,075.8 2,342.4 933.9 269.5 31,548.2

2008............... 3,437.7 8,770.9 6,980.1 5,405.9 4,090.8 2,382.7 957.5 277.7 32,303.2

2009............... 3,768.8 9,182.0 7,161.8 5,438.4 4,066.2 2,443.4 965.7 284.1 33,310.3

2010............... 4,135.4 9,523.2 7,358.2 5,481.1 4,075.4 2,466.6 995.4 291.8 34,327.2
64

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B4.—Insured Aged Widows and Widowers With Benefits In Force

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975 ............... 0.1 0.2 0.3 0.3 0.2 0.2 0.1 0.1 (1) 1.6

1980 ............... 2.6 4.8 3.1 2.1 1.2 1.0 .6 .2 (1) 15.6

1985 ............... 5.2 8.6 6.5 3.7 2.1 1.5 .9 .4 0.1 29.1

1990 ............... 5.8 8.7 8.2 6.0 3.0 2.3 1.2 .5 .2 35.9

1991 ............... 6.4 9.1 7.8 6.6 3.9 2.4 1.2 .4 .1 37.9

1992 ............... 6.9 9.7 8.3 7.1 4.2 2.6 1.5 .6 .2 41.0

1993 ............... 7.3 9.9 8.0 7.3 4.5 2.7 1.6 .6 .2 42.3

1994 ............... 7.2 10.6 9.3 9.0 5.3 2.5 1.5 .5 .2 46.0

1995 ............... 7.3 10.4 9.1 8.5 5.1 2.8 1.4 .5 .2 45.3

1996 ............... 7.2 10.5 9.0 8.3 6.7 3.7 1.5 .6 .2 47.7

1997 ............... 7.1 10.6 8.8 7.6 7.3 4.3 2.0 .7 .3 48.8

1998 ............... 7.1 10.7 9.0 7.2 7.5 4.6 2.1 .8 .3 49.2

1999 ............... 7.3 10.6 9.7 7.2 7.6 4.9 2.3 .8 .3 50.7

2000 ............... 7.2 10.9 10.0 7.1 7.4 5.3 2.5 .9 .4 51.8

2001 ............... 7.6 11.3 10.0 7.0 6.9 5.6 2.5 .9 .2 52.1

2002 ............... 8.3 11.6 10.2 7.0 6.4 5.6 2.6 .9 .2 53.0

2003 ............... 9.0 12.1 10.4 7.1 6.0 5.6 2.7 .9 .2 54.0

2004 ............... 9.2 12.9 10.6 7.1 5.8 5.5 2.7 .9 .2 55.0

2005 ............... 9.1 13.8 10.9 7.1 5.7 5.1 2.9 .9 .2 55.7

2006 ............... 9.7 14.3 11.2 7.2 5.6 4.7 3.0 1.0 .2 57.0

2007 ............... 11.2 14.5 11.7 7.3 5.6 4.4 3.1 1.0 .2 59.0

2008 ............... 11.9 15.3 12.3 7.5 5.6 4.2 3.0 1.0 .2 61.1

2009 ............... 11.8 17.0 12.8 7.7 5.7 4.0 3.0 1.0 .2 63.1

2010 ............... 12.0 18.4 13.2 7.9 5.7 3.9 2.8 1.1 .2 65.3

Female

1975 ............... 87.2 173.0 263.2 157.2 124.6 45.1 8.7 1.1 .1 860.2

1980 ............... 116.2 231.6 311.2 238.2 137.7 99.1 31.8 4.7 .4 1,170.8

1985 ............... 122.5 288.8 419.7 281.7 208.6 109.9 67.9 17.3 1.5 1,517.9

1990 ............... 105.3 275.5 511.9 364.6 247.4 156.9 75.3 27.8 6.2 1,770.9

1991 ............... 101.0 264.3 503.2 404.6 252.8 165.7 80.1 28.6 7.2 1,807.5

1992 ............... 98.8 269.6 508.7 435.3 265.0 172.0 91.0 34.7 8.5 1,883.6

1993 ............... 104.2 260.3 505.1 456.2 288.0 174.6 99.9 37.8 9.5 1,935.6

1994 ............... 102.9 257.6 501.6 466.8 300.4 185.7 107.8 40.9 10.5 1,974.2

1995 ............... 101.9 251.2 494.7 481.3 319.5 195.5 111.6 44.4 11.5 2,011.6

1996 ............... 100.0 245.8 483.9 475.7 357.6 201.2 115.7 47.0 12.0 2,038.9

1997 ............... 100.1 241.7 473.0 458.2 367.0 203.9 115.6 49.2 12.5 2,021.2

1998 ............... 97.8 240.4 460.9 460.1 385.6 220.9 116.2 51.2 13.0 2,046.1

1999 ............... 99.7 241.1 451.8 458.1 396.3 233.4 121.2 53.7 13.6 2,068.9

2000 ............... 100.4 244.0 443.2 450.9 406.9 252.8 127.6 53.6 16.0 2,095.4

2001 ............... 100.7 249.6 443.6 442.3 403.0 279.3 130.4 55.7 15.9 2,120.6

2002 ............... 103.7 254.5 446.2 436.9 401.4 293.3 138.6 55.9 19.8 2,150.4

2003 ............... 106.3 260.1 451.5 421.6 402.4 305.8 149.8 57.0 17.4 2,172.0

2004 ............... 105.0 272.5 455.2 415.7 398.1 312.9 158.4 61.1 19.4 2,198.4

2005 ............... 101.4 287.6 458.8 410.9 390.1 320.6 169.6 64.0 19.2 2,222.3

2006 ............... 105.9 297.5 467.2 406.8 382.9 318.1 187.7 65.4 20.5 2,252.0

2007 ............... 121.5 298.5 482.0 404.5 378.3 316.9 197.0 69.6 19.8 2,288.1

2008 ............... 129.2 310.8 499.4 409.5 365.2 318.0 205.3 75.4 20.2 2,333.1

2009 ............... 129.2 340.3 517.8 415.1 360.3 314.6 209.8 80.1 24.5 2,391.8

2010 ............... 132.7 369.2 532.3 423.1 356.3 308.6 215.0 85.8 24.2 2,447.4

Total

1975 ............... 87.3 173.3 263.5 157.5 124.8 45.3 8.9 1.2 .1 861.8

1980 ............... 118.8 236.4 314.3 240.3 138.9 100.1 32.4 4.9 .4 1,186.4

1985 ............... 127.7 297.4 426.2 285.4 210.7 111.4 68.8 17.7 1.6 1,547.0

1990 ............... 111.1 284.2 520.1 370.6 250.4 159.2 76.5 28.3 6.4 1,806.8

1991 ............... 107.4 273.4 511.0 411.2 256.7 168.1 81.3 29.0 7.3 1,845.4

1992 ............... 105.7 279.3 517.0 442.4 269.2 174.6 92.5 35.3 8.7 1,924.6

1993 ............... 111.5 270.2 513.1 463.5 292.5 177.3 101.5 38.4 9.7 1,977.9

1994 ............... 110.1 268.1 510.9 475.8 305.7 188.2 109.3 41.4 10.7 2,020.2

1995 ............... 109.2 261.6 503.8 489.8 324.6 198.3 113.0 44.9 11.7 2,056.9

1996 ............... 107.2 256.3 492.9 484.0 364.3 204.9 117.2 47.6 12.2 2,086.6

1997 ............... 107.2 252.3 481.8 465.8 374.3 208.2 117.6 49.9 12.8 2,070.0

1998 ............... 104.9 251.1 469.9 467.3 393.1 225.5 118.3 52.0 13.3 2,095.3

1999 ............... 107.0 251.7 461.5 465.3 403.9 238.3 123.5 54.5 13.9 2,119.6

2000 ............... 107.6 254.9 453.2 458.0 414.3 258.1 130.1 54.5 16.4 2,147.2

2001 ............... 108.3 260.9 453.6 449.4 409.9 284.9 132.9 56.6 16.1 2,172.7

2002 ............... 112.0 266.1 456.4 444.0 407.9 299.0 141.2 56.8 20.0 2,203.4

2003 ............... 115.4 272.2 461.9 428.6 408.4 311.4 152.5 57.9 17.6 2,226.0

2004 ............... 114.3 285.4 465.9 422.8 403.8 318.3 161.1 62.1 19.6 2,253.4

2005 ............... 110.5 301.4 469.7 418.0 395.8 325.7 172.6 65.0 19.4 2,278.1

2006 ............... 115.6 311.8 478.4 414.0 388.5 322.8 190.8 66.3 20.7 2,309.0

2007 ............... 132.7 312.9 493.8 411.8 383.9 321.3 200.0 70.6 20.1 2,347.1

2008 ............... 141.1 326.1 511.7 417.0 370.9 322.2 208.3 76.4 20.5 2,394.1

2009 ............... 141.0 357.3 530.6 422.8 366.0 318.6 212.8 81.1 24.7 2,454.9

2010 ............... 144.7 387.7 545.5 431.0 362.1 312.5 217.8 86.9 24.4 2,512.7

1 Fewer than 50.
65

OASI Numbers

Source: Numbers of retired and disabled workers and insured widows and widowers in force shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B5.—Retired and Disabled Workers and Insured Aged Widows and Widowers With Benefits In Force, Age 60 or Older

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975............... 218.1 1,225.0 3,298.0 2,413.2 1,569.5 927.3 396.7 110.9 19.0 10,177.8

1980............... 241.9 1,424.0 3,649.4 2,751.2 1,776.1 992.6 471.0 146.2 30.0 11,482.4

1985............... 223.0 1,689.6 3,836.4 3,066.5 2,047.7 1,138.7 511.3 177.0 42.2 12,732.4

1990............... 205.4 1,713.6 4,123.9 3,299.3 2,316.6 1,331.5 594.9 192.8 51.6 13,829.7

1991............... 210.7 1,721.6 4,116.1 3,410.8 2,364.4 1,371.9 619.3 196.6 53.3 14,064.7

1992............... 217.8 1,733.7 4,146.5 3,486.3 2,404.9 1,418.5 645.3 206.6 54.5 14,314.0

1993............... 221.3 1,731.4 4,151.0 3,541.7 2,455.2 1,458.1 668.0 214.5 55.2 14,496.3

1994............... 226.4 1,741.3 4,115.7 3,622.2 2,479.8 1,506.6 688.4 221.6 55.3 14,657.3

1995............... 238.6 1,713.8 4,111.1 3,638.1 2,556.0 1,548.9 709.3 228.8 57.3 14,802.0

1996............... 241.4 1,703.0 4,080.9 3,628.0 2,654.0 1,585.1 732.2 236.6 58.1 14,919.3

1997............... 243.3 1,687.3 4,035.9 3,650.9 2,720.3 1,618.1 757.8 245.4 60.1 15,019.1

1998............... 250.9 1,703.0 3,976.4 3,655.8 2,772.4 1,660.2 782.2 253.5 61.8 15,116.2

1999............... 257.4 1,722.5 3,974.0 3,634.2 2,841.1 1,682.5 809.7 260.3 63.0 15,244.8

2000............... 263.4 1,763.3 4,099.4 3,650.6 2,861.9 1,744.9 833.8 267.3 64.3 15,548.8

2001............... 275.9 1,811.0 4,078.8 3,633.9 2,861.7 1,818.9 854.3 276.3 64.3 15,675.1

2002............... 295.7 1,860.7 4,116.7 3,606.7 2,886.3 1,867.0 874.4 287.1 65.9 15,860.6

2003............... 316.6 1,920.1 4,211.7 3,563.2 2,897.9 1,907.1 900.2 297.0 67.5 16,081.3

2004............... 320.8 2,031.1 4,294.8 3,568.2 2,887.0 1,957.1 914.9 308.6 69.1 16,351.5

2005............... 316.5 2,162.0 4,394.1 3,570.5 2,901.7 1,973.1 951.0 317.8 70.7 16,657.5

2006............... 341.3 2,253.2 4,538.2 3,596.0 2,893.8 1,977.8 994.0 325.2 72.5 16,992.1

2007............... 391.0 2,265.5 4,751.8 3,649.6 2,877.9 1,998.8 1,020.7 332.9 75.1 17,363.3

2008............... 410.3 2,349.2 4,982.2 3,755.3 2,848.0 2,010.3 1,043.1 342.9 77.3 17,818.6

2009............... 409.3 2,568.7 5,191.4 3,848.9 2,857.5 2,005.9 1,070.0 348.3 79.8 18,379.8

2010............... 417.1 2,805.1 5,362.1 3,955.5 2,866.1 2,020.0 1,079.4 362.8 81.6 18,949.5

Female

1975............... 194.5 1,225.1 2,614.9 1,971.5 1,378.6 834.6 355.4 91.3 14.4 8,680.2

1980............... 239.7 1,470.3 3,034.6 2,445.8 1,697.9 1,063.1 537.4 172.0 32.2 10,693.0

1985............... 235.1 1,664.4 3,358.6 2,822.1 2,111.1 1,325.2 696.9 266.9 63.3 12,543.5

1990............... 213.5 1,639.6 3,665.9 3,099.8 2,436.9 1,642.6 877.8 340.1 98.9 14,015.0

1991............... 213.1 1,614.6 3,654.8 3,206.5 2,493.5 1,700.2 925.2 354.7 107.1 14,269.7

1992............... 217.9 1,616.7 3,682.3 3,281.6 2,541.4 1,758.6 979.0 383.6 114.4 14,575.6

1993............... 228.3 1,601.8 3,682.3 3,334.6 2,607.5 1,804.7 1,026.5 406.5 120.2 14,812.5

1994............... 234.2 1,616.5 3,640.7 3,414.9 2,626.4 1,868.1 1,069.4 429.4 125.1 15,024.7

1995............... 245.3 1,606.6 3,622.4 3,454.6 2,691.1 1,920.7 1,104.9 451.9 132.7 15,230.3

1996............... 250.9 1,613.7 3,595.1 3,443.3 2,790.0 1,965.1 1,139.1 474.0 137.5 15,408.8

1997............... 259.2 1,623.3 3,585.3 3,489.0 2,873.2 2,017.7 1,181.3 497.1 145.5 15,671.7

1998............... 268.8 1,661.5 3,555.9 3,500.0 2,926.9 2,075.2 1,214.5 518.2 151.9 15,872.9

1999............... 280.7 1,698.9 3,576.9 3,467.9 3,000.5 2,093.4 1,253.2 534.4 157.0 16,063.0

2000............... 291.3 1,760.0 3,654.6 3,457.6 3,034.7 2,148.7 1,284.7 546.3 164.2 16,342.2

2001............... 305.7 1,823.3 3,695.6 3,430.4 3,025.0 2,226.3 1,314.2 563.9 170.9 16,555.3

2002............... 329.2 1,884.8 3,755.0 3,413.4 3,037.0 2,272.1 1,343.0 582.9 179.6 16,797.1

2003............... 353.3 1,952.6 3,857.0 3,378.8 3,040.6 2,308.9 1,380.2 600.6 186.9 17,058.9

2004............... 359.3 2,072.2 3,948.4 3,398.1 3,008.7 2,365.5 1,395.0 624.3 194.1 17,365.5

2005............... 355.2 2,214.8 4,043.2 3,430.5 2,992.1 2,392.0 1,434.3 642.1 200.8 17,705.0

2006............... 383.2 2,320.5 4,185.4 3,477.7 2,970.1 2,387.3 1,489.8 656.7 206.9 18,077.5

2007............... 442.4 2,352.6 4,397.2 3,536.6 2,957.3 2,398.3 1,521.7 671.6 214.5 18,492.3

2008............... 469.7 2,463.7 4,634.8 3,641.7 2,928.8 2,402.7 1,547.9 691.0 220.8 19,001.1

2009............... 473.5 2,714.5 4,850.7 3,735.7 2,946.9 2,378.9 1,586.2 698.5 229.0 19,613.9

2010............... 487.4 2,980.8 5,036.7 3,833.7 2,977.1 2,368.0 1,605.1 719.6 234.6 20,243.0

Total

1975............... 412.6 2,450.2 5,912.8 4,384.7 2,948.2 1,761.9 752.0 202.2 33.3 18,858.0

1980............... 481.6 2,894.3 6,684.0 5,196.9 3,474.1 2,055.7 1,008.3 318.2 62.2 22,175.4

1985............... 458.1 3,354.0 7,195.0 5,888.6 4,158.8 2,463.9 1,208.2 443.9 105.5 25,276.0

1990............... 418.9 3,353.2 7,789.9 6,399.1 4,753.5 2,974.1 1,472.7 532.9 150.4 27,844.7

1991............... 423.8 3,336.2 7,770.9 6,617.3 4,857.9 3,072.1 1,544.6 551.3 160.4 28,334.4

1992............... 435.7 3,350.4 7,828.8 6,767.9 4,946.3 3,177.2 1,624.2 590.2 168.9 28,889.6

1993............... 449.7 3,333.1 7,833.4 6,876.3 5,062.7 3,262.7 1,694.5 621.0 175.4 29,308.9

1994............... 460.6 3,357.8 7,756.4 7,037.1 5,106.2 3,374.7 1,757.8 651.0 180.3 29,681.9

1995............... 483.9 3,320.5 7,733.5 7,092.7 5,247.1 3,469.6 1,814.2 680.7 190.0 30,032.3

1996............... 492.3 3,316.7 7,676.0 7,071.3 5,444.0 3,550.2 1,871.4 710.6 195.6 30,328.0

1997............... 502.4 3,310.7 7,621.2 7,139.9 5,593.6 3,635.8 1,939.2 742.5 205.6 30,690.8

1998............... 519.7 3,364.5 7,532.3 7,155.8 5,699.3 3,735.3 1,996.7 771.7 213.7 30,989.0

1999............... 538.2 3,421.4 7,550.9 7,102.1 5,841.6 3,775.8 2,063.0 794.8 220.0 31,307.7

2000............... 554.6 3,523.2 7,754.1 7,108.2 5,896.6 3,893.6 2,118.5 813.6 228.5 31,891.0

2001............... 581.6 3,634.3 7,774.4 7,064.3 5,886.8 4,045.2 2,168.5 840.2 235.2 32,230.4

2002............... 625.0 3,745.5 7,871.7 7,020.1 5,923.3 4,139.1 2,217.4 870.0 245.6 32,657.7

2003............... 669.9 3,872.7 8,068.7 6,942.0 5,938.5 4,215.9 2,280.3 897.6 254.4 33,140.2

2004............... 680.0 4,103.3 8,243.2 6,966.3 5,895.7 4,322.6 2,309.8 932.8 263.2 33,717.0

2005............... 671.7 4,376.7 8,437.3 7,001.0 5,893.8 4,365.2 2,385.4 959.9 271.5 34,362.5

2006............... 724.5 4,573.8 8,723.6 7,073.7 5,863.9 4,365.1 2,483.8 981.9 279.4 35,069.6

2007............... 833.4 4,618.1 9,148.9 7,186.2 5,835.2 4,397.1 2,542.4 1,004.5 289.6 35,855.5

2008............... 880.0 4,812.9 9,617.0 7,397.1 5,776.8 4,413.0 2,591.0 1,033.9 298.1 36,819.8

2009............... 882.8 5,283.2 10,042.2 7,584.6 5,804.5 4,384.8 2,656.2 1,046.8 308.8 37,993.7

2010............... 904.5 5,785.9 10,398.8 7,789.2 5,843.2 4,387.9 2,684.4 1,082.4 316.3 39,192.6
66

Benefit Payments

Source: Computed by dividing number in force by insured population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B6.—Retired and Disabled Workers and Insured Aged Widows and Widowers With Benefits In Force, Age 60 or Older

as a Percentage of Fully Insured Population

(By age and gender, as of December 31, 1975-2010)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975 ............... 12.2 49.3 96.3 100.0 100.0 100.0 100.0 99.9 99.8 77.4

1980 ............... 12.6 53.8 97.0 100.0 100.0 100.0 100.0 100.0 100.1 79.2

1985 ............... 11.2 58.9 96.1 100.0 100.0 100.0 100.0 100.0 100.0 80.4

1990 ............... 10.5 59.6 95.1 100.0 100.0 100.0 100.0 99.9 99.9 81.6

1991 ............... 11.0 59.9 95.3 100.0 100.0 100.0 100.0 100.1 100.1 82.2

1992 ............... 11.7 61.4 95.6 100.0 100.0 100.0 100.0 100.0 100.1 83.1

1993 ............... 12.1 61.7 95.8 100.0 100.0 100.0 100.0 100.0 99.9 83.5

1994 ............... 12.1 64.5 95.7 100.0 100.0 100.0 100.0 100.0 99.9 84.0

1995 ............... 12.4 63.5 95.5 100.0 100.0 100.0 100.0 100.0 100.0 83.8

1996 ............... 12.5 63.5 95.4 100.0 100.0 100.0 100.0 100.0 100.0 83.9

1997 ............... 12.4 61.0 95.4 100.0 100.0 100.0 100.0 99.9 100.0 83.4

1998 ............... 12.4 61.7 95.4 100.0 100.0 100.0 100.0 100.0 100.0 83.4

1999 ............... 12.4 60.9 95.4 100.0 100.0 100.0 100.0 100.0 100.0 83.0

2000 ............... 12.4 61.5 99.0 100.0 100.0 100.0 100.0 100.0 99.9 83.8

2001 ............... 12.5 61.3 98.0 100.0 100.0 100.0 100.0 100.0 101.5 83.2

2002 ............... 12.4 61.1 97.6 100.0 100.0 100.0 100.0 100.0 101.4 82.4

2003 ............... 12.3 60.8 97.2 100.0 100.0 100.0 100.0 100.0 101.2 81.7

2004 ............... 12.4 60.5 96.8 100.0 100.0 100.0 100.0 100.0 101.1 81.4

2005 ............... 12.4 60.5 96.5 100.0 100.0 100.0 100.0 100.0 100.6 81.4

2006 ............... 12.3 60.7 96.2 100.0 100.0 100.0 100.0 100.0 100.6 80.7

2007 ............... 12.3 60.8 95.7 100.0 100.0 100.0 100.0 100.0 100.4 79.6

2008 ............... 12.4 60.0 95.4 100.0 100.0 100.0 100.0 100.0 100.4 79.2

2009 ............... 12.5 59.7 95.6 100.0 100.0 100.0 100.0 100.0 98.5 79.2

2010 ............... 12.5 60.5 95.7 100.0 100.0 100.0 100.0 100.0 98.5 79.2

Female

1975 ............... 14.7 64.0 94.1 100.0 100.0 100.0 100.0 100.1 99.7 81.4

1980 ............... 16.0 68.0 95.0 100.0 100.0 100.0 100.0 100.0 100.1 83.5

1985 ............... 14.7 69.8 95.5 100.0 100.0 100.0 100.0 100.0 100.0 84.9

1990 ............... 13.6 67.9 95.7 100.0 100.0 100.0 100.0 100.0 100.0 85.9

1991 ............... 13.6 67.8 95.8 100.0 100.0 100.0 100.0 100.0 100.0 86.2

1992 ............... 14.3 68.9 95.9 100.0 100.0 100.0 100.0 100.0 100.0 86.9

1993 ............... 15.2 68.0 95.9 100.0 100.0 100.0 100.0 100.0 100.0 87.1

1994 ............... 15.3 70.1 95.4 100.0 100.0 100.0 100.0 100.0 100.0 87.4

1995 ............... 15.4 69.9 94.9 100.0 100.0 100.0 100.0 100.0 100.0 87.2

1996 ............... 15.6 70.8 94.6 100.0 100.0 100.0 100.0 100.0 100.0 87.4

1997 ............... 15.6 68.2 94.8 100.0 100.0 100.0 100.0 100.0 100.0 86.9

1998 ............... 15.6 69.0 95.0 100.0 100.0 100.0 100.0 100.0 100.0 86.9

1999 ............... 15.7 68.5 95.4 100.0 100.0 100.0 100.0 100.0 100.0 86.7

2000 ............... 15.8 69.1 97.3 100.0 100.0 100.0 100.0 100.0 100.0 87.0

2001 ............... 15.8 69.4 97.1 100.0 100.0 100.0 100.0 100.0 98.4 86.7

2002 ............... 15.7 69.5 97.1 100.0 100.0 100.0 100.0 100.0 97.6 86.1

2003 ............... 15.6 69.3 96.8 100.0 100.0 100.0 100.0 100.0 97.6 85.4

2004 ............... 15.5 68.8 96.6 100.0 100.0 100.0 100.0 100.0 97.6 85.1

2005 ............... 15.4 68.7 96.4 100.0 100.0 100.0 100.0 100.0 97.9 85.0

2006 ............... 15.2 68.8 96.2 100.0 100.0 100.0 100.0 100.0 97.8 84.3

2007 ............... 15.2 68.8 95.9 100.0 100.0 100.0 100.0 100.0 98.2 83.2

2008 ............... 15.4 68.1 95.8 100.0 100.0 100.0 100.0 100.0 98.4 82.8

2009 ............... 15.4 67.9 95.8 100.0 100.0 100.0 100.0 100.0 96.7 82.7

2010 ............... 15.4 68.5 95.9 100.0 100.0 100.0 100.0 100.0 96.8 82.6

Total

1975 ............... 13.3 55.7 95.3 100.0 100.0 100.0 100.0 100.0 99.7 79.2

1980 ............... 14.1 60.2 96.1 100.0 100.0 100.0 100.0 100.0 100.1 81.2

1985 ............... 12.8 63.8 95.8 100.0 100.0 100.0 100.0 100.0 100.0 82.6

1990 ............... 11.9 63.4 95.4 100.0 100.0 100.0 100.0 100.0 100.0 83.7

1991 ............... 12.2 63.5 95.5 100.0 100.0 100.0 100.0 100.0 100.0 84.2

1992 ............... 12.9 64.8 95.8 100.0 100.0 100.0 100.0 100.0 100.0 85.0

1993 ............... 13.5 64.6 95.8 100.0 100.0 100.0 100.0 100.0 100.0 85.3

1994 ............... 13.6 67.0 95.6 100.0 100.0 100.0 100.0 100.0 100.0 85.7

1995 ............... 13.8 66.4 95.2 100.0 100.0 100.0 100.0 100.0 100.0 85.5

1996 ............... 13.9 66.9 95.1 100.0 100.0 100.0 100.0 100.0 100.0 85.6

1997 ............... 13.9 64.3 95.1 100.0 100.0 100.0 100.0 100.0 100.0 85.2

1998 ............... 13.9 65.1 95.2 100.0 100.0 100.0 100.0 100.0 100.0 85.2

1999 ............... 13.9 64.4 95.4 100.0 100.0 100.0 100.0 100.0 100.0 84.9

2000 ............... 14.0 65.1 98.2 100.0 100.0 100.0 100.0 100.0 100.0 85.4

2001 ............... 14.0 65.1 97.6 100.0 100.0 100.0 100.0 100.0 99.3 84.9

2002 ............... 13.9 65.0 97.3 100.0 100.0 100.0 100.0 100.0 98.6 84.3

2003 ............... 13.9 64.8 97.0 100.0 100.0 100.0 100.0 100.0 98.5 83.6

2004 ............... 13.9 64.5 96.7 100.0 100.0 100.0 100.0 100.0 98.5 83.3

2005 ............... 13.8 64.3 96.5 100.0 100.0 100.0 100.0 100.0 98.6 83.2

2006 ............... 13.7 64.5 96.2 100.0 100.0 100.0 100.0 100.0 98.5 82.5

2007 ............... 13.7 64.6 95.8 100.0 100.0 100.0 100.0 100.0 98.8 81.4

2008 ............... 13.8 63.9 95.6 100.0 100.0 100.0 100.0 100.0 98.9 81.0

2009 ............... 13.9 63.7 95.7 100.0 100.0 100.0 100.0 100.0 97.1 80.9

2010 ............... 13.9 64.4 95.8 100.0 100.0 100.0 100.0 100.0 97.2 80.9
67

OASI Numbers

Sources:

• Historical percentages computed by dividing the number of awards by the insured population less the number already in force.

• Future percentages projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B7.—Awards to Retired Workers and Insured Aged Widows and Widowers, 

as a Percentage of Eligible Nonretired and Nondisabled Workers

(By age and gender, calendar years 1975-2010)

Year 60-61 62-64 65-69

Male

1975..................................... 0.0 21.5 58.9

1980..................................... .0 28.6 72.3

1985..................................... .2 32.8 67.1

1990..................................... .2 33.7 57.1

1991..................................... .2 33.3 58.0

1992..................................... .3 34.6 57.5

1993..................................... .3 35.0 59.7

1994..................................... .3 35.8 53.9

1995..................................... .3 36.6 58.8

1996..................................... .2 34.7 52.5

1997..................................... .2 33.7 56.0

1998..................................... .2 32.4 51.0

1999..................................... .2 33.6 56.5

2000..................................... .2 33.7 86.6

2001..................................... .2 33.4 75.3

2002..................................... .2 33.1 73.8

2003..................................... .2 32.9 70.7

2004..................................... .2 32.9 68.1

2005..................................... .2 32.5 65.9

2006..................................... .2 31.7 63.7

2007..................................... .2 31.5 61.6

2008..................................... .2 32.4 59.9

2009..................................... .2 32.6 61.0

2010..................................... .2 31.8 60.9

Female

1975..................................... 5.0 35.2 48.9

1980..................................... 5.2 42.6 58.8

1985..................................... 5.3 44.4 63.1

1990..................................... 4.6 41.6 58.6

1991..................................... 4.5 39.4 50.2

1992..................................... 4.6 40.6 50.5

1993..................................... 4.7 40.7 54.1

1994..................................... 4.6 41.6 47.7

1995..................................... 4.3 42.8 48.0

1996..................................... 4.3 41.8 42.4

1997..................................... 4.2 41.6 50.7

1998..................................... 4.0 39.8 45.3

1999..................................... 3.8 40.6 51.1

2000..................................... 3.6 41.2 68.9

2001..................................... 3.5 41.0 61.5

2002..................................... 3.4 40.7 61.2

2003..................................... 3.1 40.6 58.6

2004..................................... 3.0 40.5 56.9

2005..................................... 2.9 40.1 55.7

2006..................................... 2.9 39.2 54.8

2007..................................... 2.9 39.1 54.1

2008..................................... 2.8 40.0 54.0

2009..................................... 2.8 40.3 54.8

2010..................................... 2.8 39.4 54.6

Total

1975..................................... 2.1 26.6 55.0

1980..................................... 2.3 34.1 66.5

1985..................................... 2.4 37.5 65.4

1990..................................... 2.2 37.0 57.7

1991..................................... 2.2 35.9 54.8

1992..................................... 2.2 37.1 54.6

1993..................................... 2.3 37.4 57.4

1994..................................... 2.2 38.3 51.3

1995..................................... 2.1 39.3 54.0

1996..................................... 2.1 37.8 47.9

1997..................................... 2.0 37.0 53.6

1998..................................... 2.0 35.6 48.4

1999..................................... 1.9 36.6 54.1

2000..................................... 1.8 37.0 79.0

2001..................................... 1.8 36.8 68.8

2002..................................... 1.7 36.4 68.2

2003..................................... 1.6 36.3 65.5

2004..................................... 1.5 36.3 63.3

2005..................................... 1.5 35.8 61.6

2006..................................... 1.5 35.0 59.9

2007..................................... 1.5 34.9 58.4

2008..................................... 1.5 35.8 57.4

2009..................................... 1.5 36.1 58.4

2010..................................... 1.5 35.2 58.2
68

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to number of eligible nonretired workers (with adjustments at certain ages to account for discrepancies in underlying data).

• DI conversions shown in table III.A14.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B8.—Awards to Retired Workers

(By age and gender, calendar years 1975-2010)

[In thousands]

Year 62-64 65-69 70 or older DI conversions Total

Male

1975 ..................................... 441.0 342.2 8.7 110.5 902.4

1980 ..................................... 487.5 312.5 6.4 135.7 942.1

1985 ..................................... 563.8 287.0 7.8 124.0 982.6

1990 ..................................... 566.6 272.5 12.9 115.1 967.0

1991 ..................................... 577.5 286.2 14.4 113.9 991.9

1992 ..................................... 586.4 282.2 15.0 115.6 999.2

1993 ..................................... 571.1 269.1 14.9 114.4 969.5

1994 ..................................... 562.7 249.9 14.3 112.3 939.2

1995 ..................................... 546.2 245.3 14.9 117.5 923.9

1996 ..................................... 536.4 235.1 13.7 116.8 902.0

1997 ..................................... 530.4 229.0 15.9 120.4 895.7

1998 ..................................... 531.2 230.6 15.5 117.5 894.9

1999 ..................................... 554.1 245.1 17.1 124.0 940.4

2000 ..................................... 574.7 394.4 21.8 125.6 1,116.5

2001 ..................................... 580.3 232.6 13.0 125.5 951.5

2002 ..................................... 593.4 267.9 10.8 129.3 1,001.4

2003 ..................................... 614.4 279.3 9.4 113.2 1,016.4

2004 ..................................... 662.6 288.7 8.6 116.2 1,076.2

2005 ..................................... 694.0 298.0 8.5 120.5 1,121.0

2006 ..................................... 693.1 309.6 8.6 126.0 1,137.2

2007 ..................................... 689.5 334.6 8.7 133.4 1,166.2

2008 ..................................... 766.1 354.2 8.4 143.9 1,272.6

2009 ..................................... 857.7 374.1 8.0 181.9 1,421.7

2010 ..................................... 875.8 372.4 8.1 178.2 1,434.6

Female

1975 ..................................... 375.9 170.1 9.6 47.8 603.4

1980 ..................................... 429.2 166.1 7.4 67.8 670.6

1985 ..................................... 471.6 153.8 9.1 65.3 699.8

1990 ..................................... 458.7 157.1 9.0 62.3 687.1

1991 ..................................... 454.2 163.1 10.0 61.1 688.4

1992 ..................................... 461.9 166.0 10.5 62.9 701.3

1993 ..................................... 451.4 162.4 10.8 63.2 687.8

1994 ..................................... 455.6 154.1 10.7 64.1 684.5

1995 ..................................... 448.0 155.4 12.7 68.1 684.2

1996 ..................................... 448.5 149.7 10.6 69.7 678.5

1997 ..................................... 454.9 165.4 128.0 73.8 822.1

1998 ..................................... 462.3 158.2 41.1 74.2 735.9

1999 ..................................... 479.0 165.5 23.2 81.0 748.8

2000 ..................................... 507.8 227.1 23.4 84.5 842.8

2001 ..................................... 519.0 163.3 20.3 87.6 790.2

2002 ..................................... 532.0 169.0 18.8 93.6 813.4

2003 ..................................... 555.1 168.2 16.6 84.2 824.1

2004 ..................................... 603.0 172.5 14.7 87.5 877.7

2005 ..................................... 638.4 178.9 13.9 92.2 923.5

2006 ..................................... 642.4 189.2 12.6 97.7 942.0

2007 ..................................... 647.0 208.0 12.3 104.6 971.8

2008 ..................................... 729.2 224.8 12.7 114.8 1,081.4

2009 ..................................... 823.6 235.8 13.0 147.2 1,219.6

2010 ..................................... 844.2 236.7 13.3 146.2 1,240.3

Total

1975 ..................................... 816.8 512.3 18.3 158.3 1,505.8

1980 ..................................... 916.8 478.6 13.9 203.5 1,612.7

1985 ..................................... 1,035.4 440.8 16.9 189.3 1,682.4

1990 ..................................... 1,025.3 429.6 21.9 177.3 1,654.1

1991 ..................................... 1,031.6 449.3 24.3 175.0 1,680.2

1992 ..................................... 1,048.3 448.2 25.5 178.5 1,700.5

1993 ..................................... 1,022.5 431.5 25.7 177.6 1,657.3

1994 ..................................... 1,018.3 404.0 25.0 176.4 1,623.8

1995 ..................................... 994.2 400.7 27.6 185.6 1,608.1

1996 ..................................... 984.9 384.8 24.3 186.4 1,580.4

1997 ..................................... 985.3 394.4 143.9 194.2 1,717.8

1998 ..................................... 993.5 388.9 56.7 191.7 1,630.7

1999 ..................................... 1,033.1 410.6 40.3 205.1 1,689.2

2000 ..................................... 1,082.6 621.5 45.2 210.1 1,959.4

2001 ..................................... 1,099.3 395.9 33.3 213.1 1,741.6

2002 ..................................... 1,125.4 436.9 29.6 223.0 1,814.8

2003 ..................................... 1,169.6 447.5 26.0 197.4 1,840.5

2004 ..................................... 1,265.6 461.2 23.3 203.7 1,953.9

2005 ..................................... 1,332.4 477.0 22.4 212.8 2,044.5

2006 ..................................... 1,335.5 498.8 21.2 223.7 2,079.2

2007 ..................................... 1,336.4 542.6 21.0 237.9 2,138.0

2008 ..................................... 1,495.3 579.1 21.1 258.6 2,354.1

2009 ..................................... 1,681.3 609.9 21.0 329.1 2,641.3

2010 ..................................... 1,720.0 609.0 21.4 324.4 2,674.9
69

OASI Numbers

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to number of eligible nonretired workers (with adjustments at certain ages to account for discrepancies in underlying data).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B9.—Awards to Insured Aged Widows and Widowers

(By age and gender, calendar years 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70 or older Total

Male

1975..................................... (1) 0.1 (1) (1) 0.2

1980..................................... (1) 4.9 1.1 0.1 6.1

1985..................................... 3.9 5.8 1.5 .1 11.4

1990..................................... 4.4 5.6 1.5 .1 11.6

1991..................................... 3.8 1.8 .2 .1 6.0

1992..................................... 4.2 1.8 .2 .1 6.3

1993..................................... 4.5 1.8 .2 .1 6.6

1994..................................... 4.3 1.7 .2 .1 6.3

1995..................................... 4.4 1.6 .2 .1 6.2

1996..................................... 4.3 1.5 .2 .1 6.1

1997..................................... 4.2 1.6 .2 .1 6.1

1998..................................... 4.2 1.6 .2 .1 6.2

1999..................................... 4.3 1.7 .3 .1 6.4

2000..................................... 4.2 1.7 .3 .1 6.4

2001..................................... 4.6 1.7 .1 .1 6.5

2002..................................... 5.0 1.7 .2 .1 7.0

2003..................................... 5.4 1.8 .2 (1) 7.4

2004..................................... 5.4 1.9 .2 (1) 7.5

2005..................................... 5.3 2.0 .2 (1) 7.6

2006..................................... 5.9 2.0 .2 (1) 8.3

2007..................................... 6.8 2.0 .3 (1) 9.1

2008..................................... 6.9 2.2 .3 (1) 9.4

2009..................................... 6.9 2.4 .3 (1) 9.7

2010..................................... 7.1 2.6 .3 (1) 10.0

Female

1975..................................... 64.0 45.7 15.6 6.8 132.1

1980..................................... 69.7 48.8 28.8 8.0 155.2

1985..................................... 75.9 52.2 33.5 8.8 170.3

1990..................................... 65.3 47.8 28.7 7.9 149.7

1991..................................... 64.3 39.5 9.5 3.6 116.9

1992..................................... 62.8 39.8 9.5 3.6 115.7

1993..................................... 63.7 39.7 9.2 3.8 116.4

1994..................................... 62.9 37.7 9.0 3.8 113.4

1995..................................... 61.6 34.8 8.6 3.7 108.6

1996..................................... 61.4 34.0 8.6 3.7 107.7

1997..................................... 61.1 34.0 8.6 3.8 107.5

1998..................................... 61.5 33.9 8.6 3.8 107.8

1999..................................... 60.1 34.4 9.2 4.2 107.9

2000..................................... 59.5 34.4 10.7 4.7 109.2

2001..................................... 60.5 35.2 6.2 4.1 106.0

2002..................................... 62.5 35.9 6.5 3.8 108.7

2003..................................... 62.7 37.1 6.6 3.3 109.8

2004..................................... 61.2 39.7 7.2 2.9 111.0

2005..................................... 59.1 42.2 7.7 2.8 111.8

2006..................................... 64.8 43.2 8.4 2.5 118.9

2007..................................... 74.0 43.8 9.4 2.5 129.7

2008..................................... 75.3 47.6 10.6 2.5 136.0

2009..................................... 76.4 53.3 11.5 2.6 143.8

2010..................................... 78.5 56.5 11.6 2.7 149.2

Total

1975..................................... 64.0 45.8 15.6 6.8 132.2

1980..................................... 69.7 53.7 29.9 8.1 161.3

1985..................................... 79.9 58.0 35.0 8.9 181.7

1990..................................... 69.7 53.4 30.1 8.0 161.2

1991..................................... 68.2 41.3 9.7 3.7 122.9

1992..................................... 67.0 41.6 9.7 3.7 122.0

1993..................................... 68.2 41.5 9.4 3.8 122.9

1994..................................... 67.3 39.4 9.2 3.8 119.7

1995..................................... 65.9 36.3 8.8 3.8 114.8

1996..................................... 65.7 35.6 8.8 3.7 113.8

1997..................................... 65.3 35.6 8.9 3.8 113.6

1998..................................... 65.8 35.5 8.9 3.8 114.0

1999..................................... 64.5 36.1 9.4 4.2 114.3

2000..................................... 63.7 36.1 11.0 4.8 115.6

2001..................................... 65.1 36.9 6.4 4.1 112.5

2002..................................... 67.5 37.6 6.7 3.8 115.6

2003..................................... 68.1 38.9 6.8 3.4 117.2

2004..................................... 66.5 41.6 7.4 3.0 118.5

2005..................................... 64.4 44.2 7.9 2.8 119.4

2006..................................... 70.7 45.3 8.6 2.6 127.2

2007..................................... 80.8 45.8 9.7 2.5 138.8

2008..................................... 82.2 49.8 10.9 2.6 145.5

2009..................................... 83.3 55.7 11.8 2.6 153.5

2010..................................... 85.6 59.0 11.9 2.7 159.2

1 Fewer than 50.
70

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B10.—Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975 ................. 24.5 345.5 63.2 2.6 2.4 2.2 1.3 1.1 442.9

1980 ................. 23.1 287.8 46.1 2.0 2.0 2.0 1.8 2.2 366.9

1985 ................. 22.6 256.9 5.5 2.2 2.0 1.8 1.7 3.5 296.1

1990 ................. 23.0 216.2 8.2 2.9 2.4 2.1 1.8 4.9 261.6

1991 ................. 23.4 208.6 6.7 2.7 2.3 2.1 1.8 5.1 252.8

1992 ................. 23.9 195.6 7.3 2.7 2.4 2.1 1.8 5.4 241.2

1993 ................. 25.5 191.9 8.2 2.9 2.5 2.2 1.9 5.8 240.9

1994 ................. 25.3 189.5 7.9 2.9 2.5 2.2 1.9 6.0 238.1

1995 ................. 26.4 194.1 8.2 3.4 2.7 2.4 1.9 6.4 245.5

1996 ................. 28.9 196.2 8.3 3.8 2.8 2.3 1.9 6.7 251.0

1997 ................. 26.5 184.6 7.8 3.6 2.7 2.2 1.9 6.9 236.2

1998 ................. 27.7 179.1 8.5 3.8 2.8 2.3 1.9 7.3 233.4

1999 ................. 27.4 173.1 8.7 4.0 2.9 2.4 2.0 7.5 228.0

2000 ................. 27.4 18.4 8.0 4.2 3.3 2.5 2.1 7.8 73.7

2001 ................. 27.8 6.5 5.3 4.1 3.1 2.5 2.0 7.8 59.1

2002 ................. 28.6 6.6 5.3 4.2 3.1 2.5 2.1 8.0 60.5

2003 ................. 29.3 8.5 5.3 4.3 3.2 2.6 2.1 8.2 63.5

2004 ................. 30.8 10.0 5.3 4.3 3.3 2.6 2.2 8.4 66.9

2005 ................. 32.6 11.5 5.4 4.3 3.3 2.6 2.3 8.6 70.6

2006 ................. 33.8 13.1 5.5 4.3 3.3 2.7 2.3 8.8 73.8

2007 ................. 33.8 15.3 5.6 4.3 3.3 2.8 2.3 9.1 76.5

2008 ................. 35.3 16.9 5.8 4.2 3.3 2.8 2.3 9.4 80.0

2009 ................. 38.6 16.9 6.0 4.2 3.3 2.8 2.4 9.7 84.0

2010 ................. 41.9 17.0 6.2 4.2 3.3 2.8 2.4 9.9 87.9

Female

1975 ................. 12.3 93.1 15.7 1.3 1.2 .9 .4 .2 125.2

1980 ................. 11.5 69.5 9.5 .8 1.0 1.0 .7 .4 94.3

1985 ................. 14.4 85.9 3.0 1.1 1.1 1.0 .7 .8 108.0

1990 ................. 14.8 72.8 3.5 1.8 1.9 1.8 1.3 1.4 99.2

1991 ................. 15.8 72.6 3.0 1.5 1.6 1.5 1.1 1.5 98.7

1992 ................. 15.8 68.1 3.1 1.5 1.7 1.6 1.2 1.7 94.6

1993 ................. 16.4 67.8 3.5 1.6 1.9 1.8 1.4 1.8 96.2

1994 ................. 15.9 67.9 3.3 1.5 1.7 1.6 1.3 2.0 95.1

1995 ................. 16.8 71.0 3.7 1.7 2.0 1.9 1.5 2.2 100.8

1996 ................. 19.4 71.2 3.6 1.8 2.0 2.0 1.5 2.3 103.7

1997 ................. 17.1 65.0 3.5 1.7 1.7 1.8 1.3 2.5 94.6

1998 ................. 18.5 62.0 3.6 1.8 1.7 1.8 1.5 2.7 93.4

1999 ................. 18.6 61.1 3.9 1.9 1.7 1.9 1.5 2.9 93.5

2000 ................. 18.6 9.3 3.6 2.1 1.9 2.0 1.7 3.0 42.1

2001 ................. 20.6 3.0 2.2 1.9 1.8 2.0 1.7 3.2 36.4

2002 ................. 21.8 3.1 2.2 1.9 1.9 2.1 1.7 3.3 37.9

2003 ................. 22.7 4.6 2.2 1.9 1.9 2.1 1.8 3.5 40.6

2004 ................. 24.3 6.0 2.2 1.9 1.9 2.1 1.8 3.6 43.9

2005 ................. 26.0 7.5 2.3 1.9 2.0 2.2 1.9 3.7 47.4

2006 ................. 27.3 9.2 2.3 1.9 2.0 2.2 1.9 3.8 50.5

2007 ................. 27.8 11.2 2.4 1.9 2.0 2.2 2.0 4.0 53.4

2008 ................. 29.7 12.8 2.4 1.9 2.0 2.3 2.0 4.1 57.1

2009 ................. 33.0 12.5 2.5 1.9 1.9 2.3 2.0 4.2 60.4

2010 ................. 36.3 12.4 2.5 1.9 1.9 2.4 2.0 4.3 63.8

Total

1975 ................. 36.8 438.7 79.0 4.0 3.6 3.1 1.7 1.3 568.1

1980 ................. 34.5 357.3 55.6 2.8 3.0 2.9 2.4 2.6 461.2

1985 ................. 37.0 342.8 8.5 3.3 3.2 2.8 2.4 4.2 404.2

1990 ................. 37.8 289.0 11.7 4.7 4.3 3.8 3.1 6.3 360.7

1991 ................. 39.2 281.2 9.7 4.3 3.9 3.6 2.9 6.7 351.5

1992 ................. 39.7 263.6 10.4 4.2 4.1 3.7 3.0 7.1 335.8

1993 ................. 41.9 259.7 11.7 4.5 4.4 4.0 3.3 7.6 337.0

1994 ................. 41.2 257.3 11.1 4.4 4.2 3.8 3.1 8.0 333.2

1995 ................. 43.2 265.1 11.9 5.1 4.7 4.2 3.3 8.6 346.2

1996 ................. 48.3 267.4 11.9 5.5 4.8 4.3 3.4 9.0 354.7

1997 ................. 43.6 249.6 11.3 5.3 4.4 4.0 3.3 9.4 330.9

1998 ................. 46.2 241.0 12.1 5.6 4.5 4.1 3.4 10.0 326.8

1999 ................. 46.0 234.2 12.6 5.9 4.6 4.3 3.5 10.4 321.5

2000 ................. 46.1 27.8 11.6 6.3 5.1 4.5 3.8 10.8 115.9

2001 ................. 48.4 9.5 7.6 5.9 4.9 4.5 3.7 11.0 95.5

2002 ................. 50.5 9.6 7.5 6.1 5.0 4.6 3.8 11.3 98.4

2003 ................. 52.0 13.1 7.5 6.2 5.1 4.7 3.9 11.7 104.1

2004 ................. 55.1 16.0 7.6 6.2 5.2 4.7 4.0 12.0 110.8

2005 ................. 58.6 19.0 7.7 6.2 5.3 4.8 4.1 12.3 117.9

2006 ................. 61.0 22.3 7.8 6.2 5.2 4.9 4.2 12.6 124.3

2007 ................. 61.7 26.5 8.0 6.2 5.3 5.0 4.3 13.1 129.9

2008 ................. 64.9 29.6 8.2 6.1 5.3 5.1 4.3 13.5 137.1

2009 ................. 71.6 29.4 8.5 6.1 5.3 5.2 4.4 13.9 144.3

2010 ................. 78.2 29.4 8.8 6.2 5.3 5.2 4.5 14.2 151.7
71

OASI Numbers

Sources:

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B11.—Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force

(By age and gender, as of December 31, 1975-2010)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975.................. 2.804 10.478 2.619 0.169 0.256 0.547 1.182 5.978 4.610

1980.................. 2.259 7.892 1.678 .110 .206 .415 1.203 7.275 3.388

1985.................. 1.725 6.707 .179 .108 .180 .352 .936 8.203 2.444

1990.................. 1.694 5.254 .249 .125 .182 .346 .940 9.597 1.974

1991.................. 1.707 5.079 .197 .116 .169 .334 .931 9.663 1.875

1992.................. 1.736 4.726 .209 .114 .166 .329 .877 10.010 1.758

1993.................. 1.860 4.632 .233 .119 .169 .325 .889 10.485 1.734

1994.................. 1.845 4.614 .218 .117 .165 .315 .854 10.956 1.697

1995.................. 1.964 4.732 .226 .134 .176 .333 .820 11.251 1.733

1996.................. 2.186 4.819 .230 .143 .178 .319 .805 11.528 1.759

1997.................. 2.037 4.584 .213 .132 .167 .290 .789 11.594 1.645

1998.................. 2.117 4.514 .233 .137 .168 .295 .764 11.847 1.616

1999.................. 2.068 4.368 .241 .140 .172 .295 .755 11.990 1.566

2000.................. 2.022 .451 .220 .149 .187 .303 .776 12.191 .497

2001.................. 1.999 .159 .147 .142 .169 .290 .743 12.191 .395

2002.................. 2.015 .160 .148 .145 .168 .288 .732 12.191 .401

2003.................. 2.011 .204 .150 .147 .168 .284 .724 12.191 .416

2004.................. 2.011 .236 .150 .148 .168 .282 .716 12.192 .433

2005.................. 2.004 .267 .152 .149 .167 .277 .710 12.191 .450

2006.................. 1.995 .297 .153 .149 .167 .273 .706 12.191 .462

2007.................. 1.992 .332 .154 .149 .166 .271 .697 12.191 .471

2008.................. 2.009 .353 .155 .149 .166 .268 .687 12.191 .482

2009.................. 2.016 .337 .156 .149 .166 .266 .679 12.191 .491

2010.................. 2.002 .328 .157 .149 .165 .264 .667 12.192 .499

Female

1975.................. 1.378 3.960 .868 .106 .157 .263 .476 1.240 1.659

1980.................. 1.105 2.554 .428 .054 .104 .188 .389 1.353 1.026

1985.................. 1.215 2.923 .116 .059 .093 .158 .298 1.226 1.007

1990.................. 1.254 2.307 .129 .081 .125 .221 .400 1.515 .830

1991.................. 1.358 2.303 .106 .068 .106 .182 .341 1.523 .811

1992.................. 1.368 2.144 .109 .065 .107 .177 .341 1.577 .764

1993.................. 1.432 2.135 .121 .068 .117 .195 .366 1.665 .766

1994.................. 1.379 2.163 .110 .063 .102 .171 .324 1.716 .748

1995.................. 1.477 2.271 .123 .072 .117 .190 .358 1.798 .784

1996.................. 1.703 2.288 .121 .072 .112 .192 .349 1.866 .798

1997.................. 1.496 2.088 .117 .068 .094 .168 .298 1.878 .714

1998.................. 1.580 2.002 .119 .070 .090 .160 .311 1.964 .697

1999.................. 1.559 1.954 .128 .075 .091 .168 .316 2.000 .690

2000.................. 1.507 .290 .118 .078 .099 .171 .342 2.045 .306

2001.................. 1.617 .092 .075 .072 .094 .171 .330 2.045 .261

2002.................. 1.665 .092 .075 .072 .094 .171 .329 2.045 .269

2003.................. 1.676 .135 .075 .072 .094 .171 .328 2.045 .284

2004.................. 1.702 .174 .075 .072 .094 .171 .327 2.045 .303

2005.................. 1.710 .213 .075 .073 .094 .170 .326 2.045 .321

2006.................. 1.717 .252 .075 .073 .094 .169 .326 2.045 .336

2007.................. 1.729 .295 .075 .073 .094 .170 .326 2.045 .349

2008.................. 1.763 .320 .075 .073 .094 .170 .325 2.045 .363

2009.................. 1.781 .299 .075 .074 .094 .170 .324 2.045 .372

2010.................. 1.777 .285 .075 .074 .094 .170 .323 2.045 .382

Total

1975.................. 2.085 7.765 1.868 .141 .210 .414 .865 3.942 3.311

1980.................. 1.678 5.610 1.121 .084 .156 .298 .768 4.223 2.303

1985.................. 1.483 5.064 .151 .084 .135 .245 .563 4.053 1.770

1990.................. 1.489 3.975 .194 .104 .152 .274 .606 4.398 1.431

1991.................. 1.547 3.874 .156 .093 .136 .246 .563 4.353 1.371

1992.................. 1.568 3.605 .164 .090 .135 .241 .540 4.435 1.287

1993.................. 1.665 3.548 .183 .094 .141 .250 .558 4.590 1.274

1994.................. 1.632 3.552 .169 .091 .132 .231 .516 4.716 1.246

1995.................. 1.740 3.667 .180 .104 .145 .250 .524 4.825 1.281

1996.................. 1.962 3.723 .181 .109 .143 .245 .511 4.915 1.301

1997.................. 1.784 3.496 .169 .101 .128 .218 .472 4.891 1.198

1998.................. 1.863 3.413 .181 .105 .127 .216 .470 4.996 1.174

1999.................. 1.827 3.304 .190 .109 .129 .221 .470 5.041 1.144

2000.................. 1.776 .380 .174 .115 .141 .226 .494 5.101 .405

2001.................. 1.816 .129 .114 .108 .130 .221 .475 5.014 .331

2002.................. 1.847 .130 .115 .110 .130 .220 .471 5.000 .337

2003.................. 1.850 .173 .116 .111 .130 .219 .467 4.926 .352

2004.................. 1.862 .208 .116 .112 .130 .218 .464 4.912 .370

2005.................. 1.862 .243 .117 .113 .130 .216 .462 4.883 .387

2006.................. 1.860 .276 .117 .113 .130 .214 .461 4.880 .401

2007.................. 1.864 .315 .117 .113 .130 .214 .458 4.865 .412

2008.................. 1.889 .338 .118 .113 .129 .213 .454 4.862 .424

2009.................. 1.900 .320 .119 .113 .129 .212 .452 4.887 .433

2010.................. 1.891 .308 .119 .113 .129 .211 .448 4.875 .442
72

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions

Table III.B12.—Retired Workers With Benefits In Current-Payment Status 

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975 ................. 849.6 2,952.1 2,349.7 1,566.7 924.8 394.4 109.5 17.8 9,164.6

1980 ................. 998.3 3,358.5 2,703.0 1,773.0 989.6 468.4 144.2 27.8 10,462.8

1985 ................. 1,288.9 3,573.0 3,057.3 2,043.4 1,135.1 508.5 175.0 38.7 11,819.9

1990 ................. 1,336.0 3,899.5 3,285.1 2,310.7 1,326.8 591.6 190.5 46.5 12,986.8

1991 ................. 1,345.8 3,899.6 3,397.5 2,357.7 1,367.2 616.1 194.4 48.1 13,226.4

1992 ................. 1,353.0 3,942.6 3,471.9 2,398.0 1,413.6 641.7 204.2 48.9 13,473.9

1993 ................. 1,346.2 3,951.1 3,526.1 2,447.8 1,452.9 664.2 212.0 49.2 13,649.4

1994 ................. 1,346.3 3,917.0 3,605.4 2,471.6 1,501.6 684.8 219.2 49.0 13,794.9

1995 ................. 1,315.6 3,907.9 3,621.4 2,547.5 1,543.4 705.6 226.4 50.7 13,918.4

1996 ................. 1,293.8 3,875.7 3,611.4 2,643.5 1,578.5 728.4 234.1 51.2 14,016.6

1997 ................. 1,275.0 3,842.4 3,635.5 2,709.4 1,611.0 753.6 242.8 52.9 14,122.7

1998 ................. 1,281.4 3,788.4 3,640.1 2,761.2 1,652.8 777.8 250.8 54.2 14,206.6

1999 ................. 1,296.8 3,791.2 3,618.3 2,829.5 1,674.7 805.1 257.5 55.2 14,328.2

2000 ................. 1,329.1 4,071.0 3,635.4 2,850.2 1,736.3 828.8 264.3 56.1 14,771.4

2001 ................. 1,362.4 4,062.3 3,621.5 2,850.8 1,810.3 849.3 273.3 56.3 14,886.1

2002 ................. 1,392.2 4,099.9 3,594.3 2,875.7 1,858.2 869.3 284.2 57.7 15,031.6

2003 ................. 1,428.6 4,170.2 3,550.8 2,887.6 1,898.3 894.9 294.0 59.1 15,183.4

2004 ................. 1,503.2 4,227.4 3,555.8 2,877.0 1,948.3 909.6 305.5 60.4 15,387.2

2005 ................. 1,593.8 4,297.8 3,558.0 2,891.7 1,964.8 945.5 314.6 61.9 15,628.1

2006 ................. 1,658.2 4,408.6 3,583.3 2,883.9 1,969.8 988.2 321.9 63.5 15,877.5

2007 ................. 1,663.6 4,578.6 3,636.7 2,868.0 1,991.0 1,014.9 329.6 65.8 16,148.2

2008 ................. 1,719.8 4,767.6 3,742.0 2,838.1 2,002.8 1,037.3 339.6 67.7 16,514.8

2009 ................. 1,877.3 4,980.2 3,835.2 2,847.6 1,998.6 1,064.2 344.9 69.9 17,017.8

2010 ................. 2,053.5 5,150.6 3,941.3 2,856.1 2,012.7 1,073.8 359.3 71.5 17,518.8

Female

1975 ................. 876.9 2,258.6 1,798.6 1,252.7 788.3 345.7 89.7 14.1 7,424.5

1980 ................. 1,024.5 2,653.9 2,198.1 1,559.4 963.0 504.7 166.6 31.4 9,101.6

1985 ................. 1,171.6 2,853.0 2,537.4 1,901.4 1,214.2 628.0 248.9 61.1 10,615.4

1990 ................. 1,166.8 3,081.3 2,731.7 2,187.7 1,483.8 800.7 311.0 91.3 11,854.3

1991 ................. 1,149.7 3,079.0 2,798.9 2,239.1 1,532.9 843.6 325.0 98.3 12,066.6

1992 ................. 1,140.8 3,105.6 2,843.2 2,274.9 1,584.9 886.4 347.7 104.3 12,287.8

1993 ................. 1,128.1 3,109.4 2,874.9 2,317.9 1,628.2 924.8 367.4 108.9 12,459.7

1994 ................. 1,136.4 3,071.2 2,944.8 2,324.5 1,680.6 960.0 387.2 112.6 12,617.4

1995 ................. 1,124.2 3,056.7 2,969.6 2,369.9 1,723.2 991.4 406.1 119.0 12,760.1

1996 ................. 1,121.7 3,040.0 2,964.0 2,430.6 1,762.0 1,021.5 425.5 123.2 12,888.5

1997 ................. 1,126.7 3,047.3 3,027.3 2,504.5 1,812.1 1,063.9 446.6 130.5 13,158.9

1998 ................. 1,151.2 3,033.1 3,036.3 2,539.5 1,852.6 1,096.5 465.5 136.2 13,310.9

1999 ................. 1,175.0 3,064.0 3,005.9 2,602.2 1,858.3 1,130.1 479.2 140.5 13,455.3

2000 ................. 1,217.4 3,202.1 3,003.2 2,625.7 1,894.1 1,155.1 491.1 145.2 13,733.8

2001 ................. 1,255.1 3,249.0 2,985.8 2,620.1 1,945.2 1,181.8 506.5 151.8 13,895.3

2002 ................. 1,289.9 3,305.7 2,974.2 2,633.7 1,976.9 1,202.3 525.3 156.6 14,064.6

2003 ................. 1,329.1 3,384.1 2,955.0 2,636.3 2,001.2 1,228.2 541.8 166.1 14,241.9

2004 ................. 1,402.0 3,451.9 2,980.1 2,608.7 2,050.7 1,234.4 561.3 171.2 14,460.4

2005 ................. 1,493.2 3,519.9 3,017.3 2,600.1 2,069.4 1,262.6 576.2 177.8 14,716.5

2006 ................. 1,562.0 3,627.1 3,068.6 2,585.3 2,067.3 1,299.8 589.4 182.6 14,982.0

2007 ................. 1,582.4 3,788.1 3,129.8 2,577.1 2,079.5 1,322.5 600.1 190.6 15,270.0

2008 ................. 1,653.0 3,973.7 3,229.8 2,561.7 2,082.7 1,340.3 613.6 196.5 15,651.3

2009 ................. 1,819.8 4,172.5 3,318.1 2,584.7 2,062.3 1,374.0 616.5 200.3 16,148.3

2010 ................. 2,003.6 4,343.2 3,408.1 2,618.9 2,057.5 1,387.7 631.7 206.1 16,656.8

Total

1975 ................. 1,726.5 5,210.7 4,148.3 2,819.4 1,713.1 740.1 199.2 31.9 16,589.1

1980 ................. 2,022.8 6,012.4 4,901.1 3,332.4 1,952.6 973.1 310.9 59.2 19,564.4

1985 ................. 2,460.4 6,426.0 5,594.7 3,944.7 2,349.3 1,136.5 423.8 99.7 22,435.3

1990 ................. 2,502.9 6,980.7 6,016.8 4,498.4 2,810.7 1,392.3 501.5 137.7 24,841.0

1991 ................. 2,495.5 6,978.6 6,196.5 4,596.9 2,900.1 1,459.7 519.4 146.4 25,293.0

1992 ................. 2,493.8 7,048.2 6,315.1 4,672.9 2,998.5 1,528.1 551.9 153.1 25,761.7

1993 ................. 2,474.3 7,060.5 6,401.1 4,765.7 3,081.0 1,589.1 579.4 158.1 26,109.0

1994 ................. 2,482.7 6,988.2 6,550.2 4,796.2 3,182.2 1,644.8 606.4 161.6 26,412.3

1995 ................. 2,439.8 6,964.6 6,591.0 4,917.4 3,266.6 1,697.0 632.4 169.7 26,678.5

1996 ................. 2,415.5 6,915.7 6,575.4 5,074.2 3,340.5 1,749.9 659.6 174.3 26,905.1

1997 ................. 2,401.7 6,889.8 6,662.8 5,213.9 3,423.1 1,817.5 689.4 183.4 27,281.7

1998 ................. 2,432.7 6,821.4 6,676.4 5,300.7 3,505.4 1,874.3 716.3 190.4 27,517.5

1999 ................. 2,471.8 6,855.2 6,624.2 5,431.7 3,533.0 1,935.2 736.8 195.7 27,783.5

2000 ................. 2,546.5 7,273.1 6,638.6 5,475.9 3,630.4 1,984.0 755.4 201.3 28,505.2

2001 ................. 2,617.4 7,311.3 6,607.3 5,470.9 3,755.4 2,031.1 779.8 208.1 28,781.4

2002 ................. 2,682.1 7,405.7 6,568.6 5,509.3 3,835.1 2,071.6 809.4 214.3 29,096.1

2003 ................. 2,757.7 7,554.3 6,505.8 5,524.0 3,899.5 2,123.2 835.8 225.1 29,425.3

2004 ................. 2,905.2 7,679.3 6,535.9 5,485.7 3,999.0 2,144.0 866.8 231.6 29,847.5

2005 ................. 3,086.9 7,817.7 6,575.3 5,491.9 4,034.2 2,208.0 890.8 239.7 30,344.6

2006 ................. 3,220.1 8,035.7 6,651.9 5,469.2 4,037.1 2,288.1 911.3 246.1 30,859.5

2007 ................. 3,246.0 8,366.7 6,766.5 5,445.1 4,070.5 2,337.4 929.7 256.4 31,418.3

2008 ................. 3,372.7 8,741.3 6,971.8 5,399.8 4,085.5 2,377.6 953.1 264.2 32,166.0

2009 ................. 3,697.2 9,152.6 7,153.3 5,432.3 4,060.9 2,438.2 961.3 270.2 33,166.0

2010 ................. 4,057.2 9,493.9 7,349.4 5,474.9 4,070.2 2,461.4 991.0 277.6 34,175.5
73

OASI Numbers

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B13.—Insured Aged Widows and Widowers With Benefits Withheld

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1980............... 0.3 0.5 1.0 0.7 0.6 0.5 0.3 0.1 (1) 4.2

1985............... .6 1.3 3.4 2.1 1.4 1.0 .6 .3 0.1 10.6

1990............... .5 1.4 4.6 4.2 2.2 1.6 .9 .4 .1 16.1

1991............... .6 1.4 4.1 4.7 3.2 1.7 .8 .3 .1 17.0

1992............... .6 1.8 4.2 5.1 3.6 2.1 1.1 .5 .2 19.1

1993............... .6 1.9 4.0 5.2 4.0 2.2 1.2 .5 .2 19.7

1994............... .6 2.0 4.6 6.4 4.7 2.0 1.1 .3 .1 21.8

1995............... .6 2.0 4.3 5.9 4.5 2.3 1.0 .4 .2 21.2

1996............... .6 2.1 3.9 5.2 5.2 3.2 1.1 .4 .2 21.9

1997............... .6 2.0 4.2 5.1 6.0 3.8 1.7 .5 .2 24.0

1998............... .6 2.0 4.3 4.8 6.1 4.1 1.8 .6 .2 24.5

1999............... .7 2.1 4.8 5.2 6.5 4.5 2.0 .7 .3 26.8

2000............... .6 2.0 5.0 5.3 6.2 4.8 2.3 .8 .3 27.5

2001............... .6 2.1 5.0 5.3 5.8 5.0 2.4 .8 .2 27.2

2002............... .7 2.2 5.1 5.3 5.4 5.1 2.4 .8 .2 27.2

2003............... .8 2.3 5.2 5.3 5.1 5.0 2.5 .8 .2 27.1

2004............... .8 2.4 5.3 5.3 4.8 4.9 2.5 .8 .2 27.2

2005............... .8 2.6 5.4 5.3 4.8 4.6 2.7 .9 .2 27.2

2006............... .8 2.7 5.6 5.4 4.7 4.3 2.8 .9 .2 27.3

2007............... .9 2.7 5.9 5.5 4.7 4.0 2.8 .9 .2 27.6

2008............... 1.0 2.9 6.1 5.6 4.7 3.8 2.8 .9 .2 28.0

2009............... 1.0 3.2 6.4 5.8 4.8 3.6 2.7 1.0 .2 28.6

2010............... 1.0 3.4 6.6 5.9 4.8 3.6 2.5 1.0 .2 29.1

Female

1975............... 2.5 6.3 7.3 1.7 .9 .4 .1 (1) (1) 19.3

1980............... 2.4 6.6 10.1 2.8 1.2 1.0 .5 .1 (1) 24.7

1985............... 3.6 11.4 29.5 11.8 8.4 4.4 2.8 .7 .1 72.7

1990............... 3.0 15.3 50.3 35.7 23.5 9.2 3.8 .9 .3 142.0

1991............... 4.0 12.6 52.9 41.4 26.2 12.6 4.4 1.6 .6 156.3

1992............... 3.4 10.4 51.1 41.3 28.0 14.5 4.4 1.7 .3 155.1

1993............... 3.3 13.6 53.7 48.7 34.7 17.2 6.5 1.8 .5 180.0

1994............... 3.7 13.0 48.7 48.8 34.7 19.6 7.7 2.1 .7 179.0

1995............... 4.1 12.9 47.9 51.4 38.0 22.3 9.4 3.3 .7 190.0

1996............... 3.7 11.5 49.1 52.2 43.2 24.1 11.2 3.9 .5 199.4

1997............... 3.4 12.2 63.3 84.5 67.0 42.7 19.1 4.7 .6 297.5

1998............... 2.7 14.8 64.9 93.8 76.8 51.0 22.9 7.3 1.2 335.4

1999............... 4.4 13.6 66.1 99.0 82.1 53.6 26.7 8.8 1.5 355.8

2000............... 3.5 13.4 67.4 101.7 86.1 58.4 31.1 11.0 3.1 375.7

2001............... 3.5 13.7 67.5 99.5 85.3 64.6 31.7 11.4 3.1 380.4

2002............... 3.6 14.0 67.7 98.3 84.9 67.8 33.9 11.5 3.8 385.5

2003............... 3.7 14.3 68.6 95.0 85.2 70.9 36.6 11.6 3.4 389.2

2004............... 3.7 14.9 69.3 93.5 84.1 72.8 38.6 12.7 3.8 393.5

2005............... 3.6 15.7 69.9 92.4 82.5 74.6 41.5 13.3 3.7 397.1

2006............... 3.8 16.3 71.2 91.7 81.0 74.0 45.9 13.4 4.0 401.2

2007............... 4.3 16.4 73.3 91.2 79.9 73.7 48.0 14.4 3.8 405.1

2008............... 4.5 16.9 76.0 92.2 77.2 74.1 50.0 15.7 3.9 410.6

2009............... 4.5 18.4 79.0 93.6 76.2 73.2 51.1 16.7 4.7 417.5

2010............... 4.7 20.1 81.4 95.5 75.4 71.8 52.2 17.9 4.7 423.7

Total

1975............... 2.5 6.3 7.3 1.7 .9 .4 .2 (1) (1) 19.4

1980............... 2.7 7.1 11.1 3.5 1.8 1.5 .8 .2 .1 28.9

1985............... 4.2 12.7 32.9 13.9 9.8 5.4 3.4 1.0 .2 83.3

1990............... 3.5 16.7 54.9 39.9 25.7 10.8 4.7 1.3 .4 158.1

1991............... 4.5 14.0 57.0 46.1 29.4 14.3 5.2 1.9 .7 173.3

1992............... 4.0 12.2 55.3 46.4 31.6 16.6 5.5 2.2 .5 174.2

1993............... 3.9 15.5 57.7 53.9 38.7 19.4 7.7 2.3 .7 199.7

1994............... 4.3 15.0 53.3 55.2 39.4 21.6 8.8 2.4 .8 200.8

1995............... 4.7 14.9 52.2 57.3 42.5 24.6 10.4 3.7 .9 211.2

1996............... 4.3 13.6 53.0 57.4 48.4 27.3 12.3 4.3 .7 221.3

1997............... 4.0 14.2 67.5 89.6 73.0 46.5 20.8 5.2 .8 321.5

1998............... 3.3 16.8 69.2 98.6 82.9 55.1 24.7 7.9 1.4 359.9

1999............... 5.1 15.7 70.9 104.2 88.6 58.1 28.7 9.5 1.8 382.6

2000............... 4.1 15.4 72.4 107.0 92.3 63.2 33.4 11.8 3.4 403.2

2001............... 4.2 15.8 72.6 104.8 91.1 69.7 34.1 12.2 3.3 407.7

2002............... 4.3 16.1 72.8 103.5 90.4 72.9 36.3 12.3 4.1 412.7

2003............... 4.5 16.5 73.8 100.3 90.3 75.9 39.0 12.4 3.6 416.4

2004............... 4.5 17.3 74.7 98.9 89.0 77.8 41.2 13.6 4.0 420.7

2005............... 4.3 18.3 75.3 97.8 87.3 79.2 44.2 14.1 3.9 424.4

2006............... 4.6 19.0 76.8 97.1 85.7 78.2 48.7 14.3 4.2 428.6

2007............... 5.3 19.1 79.2 96.7 84.7 77.7 50.8 15.3 4.1 432.7

2008............... 5.5 19.8 82.1 97.8 82.0 77.9 52.8 16.6 4.1 438.7

2009............... 5.5 21.5 85.4 99.3 81.0 76.8 53.8 17.7 5.0 446.1

2010............... 5.7 23.6 88.0 101.4 80.2 75.4 54.8 18.9 4.9 452.9

1 Fewer than 50.
74

Benefit Payments

Sources:

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B14.—Insured Aged Widows and Widowers With Benefits Withheld, as a Percentage of Insured Aged Widow(ers) In Force

(By age and gender, as of December 31, 1975-2010)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975 ............... 0.000 0.840 1.180 0.623 1.493 1.111 3.252 3.279 11.765 1.343

1980 ............... 13.101 11.263 31.429 33.189 49.223 53.368 53.886 75.275 85.714 26.667

1985 ............... 10.821 15.472 51.949 55.782 63.564 63.439 62.284 79.265 89.024 36.550

1990 ............... 9.373 16.553 56.248 70.232 73.534 71.296 69.144 83.433 91.250 44.738

1991 ............... 8.602 15.829 52.952 72.260 81.800 70.844 67.188 79.293 89.437 44.839

1992 ............... 8.555 18.617 50.400 71.250 86.476 79.347 77.495 80.462 82.710 46.527

1993 ............... 8.031 18.709 49.397 70.838 87.777 80.633 78.477 81.438 84.255 46.617

1994 ............... 8.685 18.995 49.005 70.565 88.373 80.126 75.488 69.691 75.000 47.477

1995 ............... 8.660 19.626 47.020 69.251 87.959 82.188 73.272 77.694 81.308 46.870

1996 ............... 8.800 19.521 43.966 62.393 77.829 85.004 74.584 73.875 78.723 45.925

1997 ............... 7.841 18.705 47.663 66.767 81.752 87.099 81.143 76.156 82.759 49.183

1998 ............... 8.018 18.726 48.390 66.653 81.862 88.947 82.397 77.720 85.017 49.841

1999 ............... 8.964 19.783 49.840 72.725 84.866 92.039 89.428 85.594 90.066 52.861

2000 ............... 8.441 18.631 50.085 74.860 84.083 90.448 92.336 91.000 95.265 53.116

2001 ............... 8.426 18.637 50.096 74.842 84.072 90.448 92.302 91.050 95.265 52.266

2002 ............... 8.414 18.639 50.020 74.824 84.056 90.422 92.280 91.020 95.265 51.287

2003 ............... 8.433 18.639 49.979 74.856 84.066 90.352 92.262 90.958 95.265 50.218

2004 ............... 8.453 18.633 49.974 74.837 84.006 90.274 92.290 90.944 95.265 49.393

2005 ............... 8.447 18.650 49.976 74.829 83.975 90.238 92.357 90.898 95.265 48.852

2006 ............... 8.391 18.665 49.961 74.830 83.951 90.255 92.370 90.946 95.265 47.975

2007 ............... 8.407 18.664 49.889 74.808 83.933 90.261 92.299 90.951 95.265 46.793

2008 ............... 8.454 18.632 49.895 74.806 83.965 90.256 92.156 90.959 95.265 45.907

2009 ............... 8.438 18.650 49.965 74.806 83.955 90.312 92.067 90.940 95.265 45.276

2010 ............... 8.436 18.684 50.019 74.797 83.942 90.332 92.039 90.875 95.265 44.594

Female

1975 ............... 2.892 3.661 2.767 1.089 .754 .834 1.694 2.513 8.235 2.249

1980 ............... 2.050 2.847 3.249 1.167 .893 .968 1.618 2.157 9.831 2.110

1985 ............... 2.939 3.948 7.029 4.189 4.027 4.004 4.124 4.046 6.667 4.790

1990 ............... 2.849 5.554 9.826 9.792 9.499 5.864 5.046 3.237 4.839 8.018

1991 ............... 3.960 4.767 10.513 10.232 10.364 7.604 5.493 5.594 8.333 8.647

1992 ............... 3.441 3.858 10.045 9.488 10.566 8.430 4.835 4.899 3.529 8.234

1993 ............... 3.167 5.225 10.632 10.675 12.049 9.851 6.507 4.762 5.263 9.299

1994 ............... 3.596 5.047 9.709 10.454 11.551 10.555 7.143 5.134 6.667 9.067

1995 ............... 4.024 5.135 9.683 10.679 11.894 11.407 8.423 7.432 6.087 9.445

1996 ............... 3.700 4.679 10.147 10.973 12.081 11.978 9.680 8.298 4.167 9.780

1997 ............... 3.397 5.048 13.383 18.442 18.256 20.942 16.522 9.553 4.800 14.719

1998 ............... 2.761 6.156 14.081 20.387 19.917 23.087 19.707 14.258 9.231 16.392

1999 ............... 4.413 5.641 14.630 21.611 20.717 22.965 22.030 16.387 11.029 17.198

2000 ............... 3.486 5.492 15.208 22.555 21.160 23.101 24.373 20.522 19.375 17.930

2001 ............... 3.501 5.492 15.227 22.500 21.169 23.134 24.320 20.466 19.375 17.940

2002 ............... 3.516 5.492 15.173 22.486 21.159 23.097 24.453 20.527 19.375 17.926

2003 ............... 3.506 5.481 15.199 22.527 21.176 23.177 24.394 20.410 19.375 17.920

2004 ............... 3.496 5.458 15.232 22.501 21.136 23.277 24.395 20.812 19.375 17.900

2005 ............... 3.503 5.455 15.228 22.492 21.161 23.254 24.447 20.764 19.375 17.870

2006 ............... 3.555 5.484 15.237 22.535 21.154 23.249 24.460 20.548 19.375 17.816

2007 ............... 3.546 5.495 15.212 22.548 21.133 23.255 24.368 20.694 19.375 17.706

2008 ............... 3.505 5.441 15.222 22.520 21.148 23.309 24.350 20.812 19.375 17.601

2009 ............... 3.518 5.402 15.256 22.544 21.151 23.269 24.358 20.904 19.375 17.456

2010 ............... 3.518 5.450 15.289 22.574 21.152 23.281 24.283 20.884 19.375 17.314

Total

1975 ............... 2.889 3.657 2.765 1.088 .755 .835 1.715 2.553 8.824 2.247

1980 ............... 2.288 3.019 3.528 1.443 1.318 1.473 2.553 4.893 19.012 2.432

1985 ............... 3.258 4.282 7.713 4.863 4.631 4.813 4.908 5.667 10.936 5.386

1990 ............... 3.192 5.890 10.559 10.767 10.271 6.796 6.083 4.657 7.013 8.748

1991 ............... 4.237 5.136 11.163 11.222 11.459 8.496 6.368 6.601 9.902 9.390

1992 ............... 3.774 4.372 10.689 10.481 11.750 9.488 5.977 6.106 5.474 9.050

1993 ............... 3.486 5.720 11.240 11.626 13.216 10.947 7.633 5.956 7.170 10.097

1994 ............... 3.927 5.595 10.424 11.592 12.876 11.496 8.072 5.891 7.869 9.941

1995 ............... 4.332 5.710 10.358 11.700 13.087 12.399 9.228 8.260 7.461 10.270

1996 ............... 4.042 5.288 10.763 11.851 13.291 13.304 10.513 9.095 5.599 10.606

1997 ............... 3.690 5.624 14.010 19.233 19.499 22.318 17.647 10.477 6.394 15.532

1998 ............... 3.116 6.690 14.737 21.101 21.093 24.430 20.839 15.190 10.868 17.177

1999 ............... 4.723 6.237 15.371 22.397 21.931 24.378 23.279 17.444 12.746 18.050

2000 ............... 3.819 6.055 15.977 23.370 22.288 24.492 25.662 21.686 21.040 18.778

2001 ............... 3.848 6.060 15.996 23.321 22.227 24.449 25.623 21.557 20.464 18.763

2002 ............... 3.880 6.067 15.952 23.314 22.152 24.368 25.704 21.619 20.283 18.728

2003 ............... 3.892 6.065 15.985 23.390 22.106 24.382 25.583 21.487 20.385 18.704

2004 ............... 3.897 6.053 16.026 23.379 22.034 24.424 25.553 21.846 20.224 18.669

2005 ............... 3.911 6.058 16.032 23.386 22.060 24.301 25.593 21.781 20.275 18.628

2006 ............... 3.961 6.090 16.050 23.444 22.062 24.232 25.544 21.578 20.120 18.560

2007 ............... 3.957 6.103 16.036 23.474 22.051 24.180 25.415 21.682 20.216 18.438

2008 ............... 3.922 6.060 16.054 23.462 22.104 24.175 25.339 21.745 20.206 18.323

2009 ............... 3.928 6.031 16.093 23.496 22.126 24.110 25.298 21.808 20.109 18.172

2010 ............... 3.926 6.080 16.129 23.532 22.146 24.127 25.140 21.781 20.144 18.023
75

OASI Numbers

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B15.—Insured Aged Widows and Widowers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1975............... 0.1 0.2 0.3 0.3 0.2 0.2 0.1 0.1 (1) 1.5

1980............... 2.2 4.3 2.1 1.4 .6 .5 .3 (1) (1) 11.4

1985............... 4.6 7.3 3.1 1.6 .8 .6 .3 .1 (1) 18.4

1990............... 5.3 7.2 3.6 1.8 .8 .7 .4 .1 (1) 19.8

1991............... 5.8 7.7 3.7 1.8 .7 .7 .4 .1 (1) 20.9

1992............... 6.3 7.9 4.1 2.0 .6 .5 .3 .1 (1) 21.9

1993............... 6.7 8.1 4.1 2.1 .6 .5 .3 .1 (1) 22.6

1994............... 6.5 8.5 4.7 2.6 .6 .5 .4 .1 (1) 24.2

1995............... 6.6 8.3 4.8 2.6 .6 .5 .4 .1 (1) 24.1

1996............... 6.5 8.5 5.0 3.1 1.5 .6 .4 .2 0.1 25.8

1997............... 6.5 8.7 4.6 2.5 1.3 .6 .4 .2 (1) 24.8

1998............... 6.5 8.7 4.6 2.4 1.4 .5 .4 .2 (1) 24.7

1999............... 6.6 8.5 4.9 2.0 1.2 .4 .2 .1 (1) 23.9

2000............... 6.6 8.9 5.0 1.8 1.2 .5 .2 .1 (1) 24.3

2001............... 7.0 9.2 5.0 1.8 1.1 .5 .2 .1 (1) 24.9

2002............... 7.6 9.5 5.1 1.8 1.0 .5 .2 .1 (1) 25.8

2003............... 8.3 9.8 5.2 1.8 1.0 .5 .2 .1 (1) 26.9

2004............... 8.5 10.5 5.3 1.8 .9 .5 .2 .1 (1) 27.8

2005............... 8.4 11.2 5.4 1.8 .9 .5 .2 .1 (1) 28.5

2006............... 8.9 11.6 5.6 1.8 .9 .5 .2 .1 (1) 29.7

2007............... 10.3 11.8 5.9 1.8 .9 .4 .2 .1 (1) 31.4

2008............... 10.9 12.4 6.1 1.9 .9 .4 .2 .1 (1) 33.0

2009............... 10.8 13.8 6.4 1.9 .9 .4 .2 .1 (1) 34.6

2010............... 11.0 15.0 6.6 2.0 .9 .4 .2 .1 (1) 36.2

Female

1975............... 84.7 166.7 255.9 155.5 123.7 44.7 8.6 1.1 .1 840.9

1980............... 113.8 225.0 301.1 235.4 136.5 98.2 31.3 4.6 .3 1,146.1

1985............... 118.9 277.4 390.2 269.9 200.2 105.5 65.1 16.6 1.4 1,445.2

1990............... 102.3 260.2 461.6 328.9 223.9 147.7 71.5 26.9 5.9 1,628.9

1991............... 97.0 251.7 450.3 363.2 226.6 153.1 75.7 27.0 6.6 1,651.2

1992............... 95.4 259.2 457.6 394.0 237.0 157.5 86.6 33.0 8.2 1,728.5

1993............... 100.9 246.7 451.4 407.5 253.3 157.4 93.4 36.0 9.0 1,755.6

1994............... 99.2 244.6 452.9 418.0 265.7 166.1 100.1 38.8 9.8 1,795.2

1995............... 97.8 238.3 446.8 429.9 281.5 173.2 102.2 41.1 10.8 1,821.6

1996............... 96.3 234.3 434.8 423.5 314.4 177.1 104.5 43.1 11.5 1,839.5

1997............... 96.7 229.5 409.7 373.7 300.0 161.2 96.5 44.5 11.9 1,723.7

1998............... 95.1 225.6 396.0 366.3 308.8 169.9 93.3 43.9 11.8 1,710.7

1999............... 95.3 227.5 385.7 359.1 314.2 179.8 94.5 44.9 12.1 1,713.1

2000............... 96.9 230.6 375.8 349.2 320.8 194.4 96.5 42.6 12.9 1,719.7

2001............... 97.2 235.9 376.1 342.8 317.7 214.7 98.7 44.3 12.8 1,740.2

2002............... 100.1 240.5 378.5 338.7 316.5 225.6 104.7 44.4 16.0 1,764.9

2003............... 102.6 245.9 382.9 326.6 317.2 234.9 113.3 45.4 14.0 1,782.7

2004............... 101.4 257.7 385.9 322.2 313.9 240.1 119.8 48.4 15.6 1,804.9

2005............... 97.9 271.9 389.0 318.5 307.5 246.1 128.2 50.7 15.5 1,825.2

2006............... 102.1 281.2 396.0 315.1 301.9 244.1 141.8 51.9 16.6 1,850.7

2007............... 117.2 282.1 408.7 313.3 298.4 243.2 149.0 55.2 16.0 1,882.9

2008............... 124.6 293.9 423.4 317.3 288.0 243.9 155.3 59.7 16.3 1,922.4

2009............... 124.7 321.9 438.8 321.5 284.1 241.4 158.7 63.3 19.7 1,974.3

2010............... 128.0 349.1 451.0 327.6 281.0 236.7 162.8 67.9 19.5 2,023.6

Total

1975............... 84.8 166.9 256.2 155.8 123.9 44.9 8.7 1.1 .1 842.4

1980............... 116.1 229.3 303.2 236.8 137.1 98.6 31.5 4.6 .3 1,157.6

1985............... 123.5 284.7 393.3 271.5 201.0 106.1 65.5 16.7 1.4 1,463.6

1990............... 107.6 267.4 465.2 330.7 224.7 148.4 71.9 27.0 5.9 1,648.7

1991............... 102.8 259.4 454.0 365.0 227.3 153.8 76.1 27.1 6.6 1,672.1

1992............... 101.7 267.1 461.7 396.0 237.6 158.0 86.9 33.1 8.2 1,750.4

1993............... 107.6 254.8 455.5 409.6 253.9 157.9 93.7 36.1 9.0 1,778.2

1994............... 105.7 253.1 457.6 420.6 266.3 166.6 100.5 38.9 9.8 1,819.4

1995............... 104.4 246.6 451.6 432.5 282.1 173.7 102.6 41.2 10.8 1,845.7

1996............... 102.8 242.8 439.8 426.6 315.9 177.7 104.9 43.3 11.6 1,865.3

1997............... 103.2 238.2 414.3 376.2 301.3 161.8 96.9 44.7 11.9 1,748.5

1998............... 101.6 234.3 400.6 368.7 310.2 170.4 93.7 44.1 11.8 1,735.4

1999............... 101.9 236.0 390.6 361.1 315.4 180.2 94.7 45.0 12.1 1,737.0

2000............... 103.5 239.5 380.8 351.0 322.0 194.9 96.7 42.7 12.9 1,744.0

2001............... 104.2 245.1 381.1 344.6 318.8 215.2 98.9 44.4 12.8 1,765.1

2002............... 107.7 250.0 383.6 340.5 317.5 226.1 104.9 44.5 16.0 1,790.7

2003............... 110.9 255.7 388.1 328.4 318.1 235.4 113.5 45.5 14.0 1,809.6

2004............... 109.8 268.2 391.2 324.0 314.9 240.6 120.0 48.5 15.6 1,832.7

2005............... 106.2 283.1 394.4 320.3 308.5 246.6 128.4 50.8 15.5 1,853.7

2006............... 111.0 292.8 401.6 316.9 302.8 244.6 142.0 52.0 16.6 1,880.4

2007............... 127.4 293.8 414.6 315.1 299.3 243.6 149.2 55.3 16.0 1,914.4

2008............... 135.5 306.4 429.5 319.1 288.9 244.3 155.6 59.8 16.3 1,955.5

2009............... 135.5 335.7 445.2 323.4 285.0 241.8 158.9 63.4 19.7 2,008.8

2010............... 139.0 364.1 457.6 329.6 281.9 237.1 163.0 68.0 19.5 2,059.8

1 Fewer than 50.
Benefit Payments

76

Sources:

• Historical figures from SSA administrative records; future numbers of retired workers at end of calendar year shown earlier.

• Future numbers of retired workers at end of second quarter computed by age group; total computed by applying factor for portion of calendar year change occurring in first two

quarters to total calendar year change and adding to number at beginning of calendar year; ages 62-64 computed by applying ratio for ages 62-64 to total number; ages 65 or older

computed as residual.

• Historical ratio for ages 62-64 computed by dividing numbers of retired workers aged 62-64 by total number of retired workers. Future ratio for ages 62-64 at end of second quarter

projected by regression on ratio at end of calendar year.

• Historical portion of calendar year change in total number of retired workers computed by dividing change in number of retired workers from beginning of calendar year to end of

second quarter or from end of second quarter to end of calendar year, by total change in calendar year. Future portion of calendar year change occurring in total number of retired

workers projected by regression on previous year’s growth rate.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B16.—Retired Workers With Benefits In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar 

period

Male Female

62-64

65 or older

Total 62-64

65 or older

Total

Number

in force

Percent

of male

retired

workers

Number

in force

Percent of

calendar

year change

occurring

in previous

6 months

Number

in force

Percent

of female

retired

workers

Number

in force

Percent of

calendar

year change

occurring

in previous

6 months

1975 ............... 874.1 9.10 8,733.4 9,607.5 45.18 889.1 11.78 6,660.6 7,549.7 52.85

1976 ............... 908.4 9.25 8,915.4 9,823.8 42.67 915.5 11.65 6,942.8 7,858.3 47.69

1977 ............... 956.0 9.47 9,142.7 10,098.7 48.14 959.8 11.69 7,253.6 8,213.4 52.08

1978 ............... 947.1 9.20 9,346.0 10,293.1 47.13 970.4 11.39 7,552.8 8,523.1 52.68

1979 ............... 965.6 9.14 9,603.4 10,569.0 46.02 997.7 11.25 7,874.8 8,872.5 48.04

1980 ............... 1,021.4 9.43 9,808.3 10,829.7 43.65 1,035.9 11.26 8,160.0 9,195.9 47.35

1981 ............... 1,088.6 9.81 10,011.4 11,100.0 40.43 1,058.4 11.12 8,459.7 9,518.1 48.31

1982 ............... 1,164.8 10.25 10,201.2 11,366.0 49.31 1,102.6 11.21 8,736.5 9,839.1 47.49

1983 ............... 1,229.8 10.56 10,415.5 11,645.2 58.95 1,134.5 11.17 9,023.6 10,158.1 31.05

1984 ............... 1,281.6 10.80 10,586.1 11,867.6 57.34 1,168.6 11.19 9,270.2 10,438.8 39.55

1985 ............... 1,311.5 10.82 10,804.5 12,116.0 58.10 1,186.0 11.06 9,537.5 10,723.5 37.61

1986 ............... 1,337.2 10.79 11,051.1 12,388.3 45.06 1,198.1 10.88 9,816.8 11,014.8 48.15

1987 ............... 1,363.4 10.80 11,261.2 12,624.6 42.25 1,216.1 10.79 10,060.1 11,276.3 45.91

1988 ............... 1,362.3 10.63 11,451.2 12,813.5 46.87 1,214.8 10.56 10,286.9 11,501.7 48.83

1989 ............... 1,356.4 10.41 11,673.3 13,029.7 46.93 1,197.3 10.20 10,535.3 11,732.6 49.46

1990 ............... 1,359.1 10.26 11,889.3 13,248.3 46.50 1,181.6 9.89 10,771.8 11,953.4 48.82

1991 ............... 1,369.2 10.16 12,110.0 13,479.2 42.63 1,165.6 9.58 10,999.8 12,165.3 45.23

1992 ............... 1,376.9 10.04 12,338.2 13,715.1 42.42 1,156.7 9.34 11,225.7 12,382.4 45.46

1993 ............... 1,371.7 9.88 12,518.6 13,890.2 39.40 1,144.5 9.12 11,411.3 12,555.8 44.17

1994 ............... 1,371.6 9.77 12,661.3 14,033.0 44.57 1,152.3 9.06 11,560.2 12,712.5 47.99

1995 ............... 1,341.9 9.47 12,821.9 14,163.8 34.86 1,141.1 8.87 11,719.9 12,860.9 40.96

1996 ............... 1,322.7 9.27 12,944.9 14,267.6 46.62 1,141.1 8.78 11,851.1 12,992.2 50.90

1997 ............... 1,301.6 9.06 13,057.4 14,359.0 45.25 1,143.8 8.63 12,109.8 13,253.6 74.66

1998 ............... 1,309.2 9.07 13,130.8 14,440.0 42.55 1,169.7 8.73 12,234.7 13,404.4 45.29

1999 ............... 1,324.1 9.10 13,232.0 14,556.2 55.10 1,193.6 8.81 12,355.2 13,548.8 50.98

2000 ............... 1,356.5 9.14 13,488.6 14,845.1 38.93 1,236.0 8.97 12,540.0 13,776.0 43.29

2001-II ........... 1,363.3 9.15 13,537.4 14,900.6 55.47 1,267.8 9.15 12,593.4 13,861.1 54.68

2001-IV.......... 1,390.1 9.30 13,555.0 14,945.2 44.53 1,275.7 9.16 12,656.0 13,931.7 45.32

2002-II ........... 1,396.3 9.29 13,631.2 15,027.5 56.08 1,289.0 9.20 12,727.5 14,016.5 49.64

2002-IV.......... 1,420.9 9.41 13,671.2 15,092.0 43.92 1,311.7 9.30 12,790.8 14,102.5 50.36

2003-II ........... 1,428.3 9.41 13,748.2 15,176.5 54.53 1,319.7 9.29 12,878.8 14,198.5 53.31

2003-IV.......... 1,457.9 9.56 13,789.0 15,246.9 45.47 1,351.8 9.46 12,930.7 14,282.5 46.69

2004-II ........... 1,473.1 9.59 13,887.5 15,360.6 54.87 1,370.7 9.52 13,021.8 14,392.5 49.59

2004-IV.......... 1,534.1 9.93 13,920.0 15,454.1 45.13 1,426.3 9.83 13,077.9 14,504.2 50.41

2005-II ........... 1,552.5 9.96 14,034.8 15,587.3 54.47 1,444.9 9.87 13,195.8 14,640.7 52.54

2005-IV.......... 1,626.4 10.36 14,072.3 15,698.7 45.53 1,519.1 10.29 13,244.8 14,763.9 47.46

2006-II ........... 1,639.5 10.35 14,195.8 15,835.3 54.09 1,533.2 10.28 13,375.7 14,908.8 53.94

2006-IV.......... 1,691.9 10.61 14,259.4 15,951.3 45.91 1,589.3 10.57 13,443.3 15,032.6 46.06

2007-II ........... 1,693.0 10.52 14,406.4 16,099.4 54.17 1,593.4 10.49 13,592.5 15,186.0 52.74

2007-IV.......... 1,697.4 10.46 14,527.3 16,224.7 45.83 1,610.2 10.51 13,713.3 15,323.5 47.26

2008-II ........... 1,709.0 10.40 14,718.5 16,427.4 54.78 1,643.3 10.59 13,869.8 15,513.0 49.25

2008-IV.......... 1,755.0 10.58 14,839.8 16,594.8 45.22 1,682.6 10.71 14,025.7 15,708.4 50.75

2009-II ........... 1,787.2 10.59 15,085.6 16,872.9 54.85 1,772.9 11.11 14,191.7 15,964.6 51.22

2009-IV.......... 1,915.9 11.20 15,185.8 17,101.7 45.15 1,852.8 11.43 14,355.8 16,208.6 48.78

2010-II ........... 1,951.8 11.23 15,422.6 17,374.4 54.01 1,922.2 11.66 14,567.9 16,490.1 54.98

2010-IV.......... 2,095.5 11.90 15,511.2 17,606.7 45.99 2,039.9 12.20 14,680.6 16,720.5 45.02
OASI Numbers

77

Sources:

• Historical figures from SSA administrative records; future numbers of retired workers at end of calendar year shown earlier.

• Future numbers of retired workers at end of second quarter computed by age group; total computed by applying factor for portion of calendar year change occurring in first two

quarters to total calendar year change and adding to number at beginning of calendar year; ages 62-64 computed by applying ratio for ages 62-64 to total number; ages 65 or older

computed as residual.

• Historical ratio for ages 62-64 computed by dividing numbers of retired workers aged 62-64 by total number of retired workers. Future ratio for ages 62-64 at end of second quarter

projected by regression on ratio at end of calendar year.

• Historical portion of calendar year change in total number of retired workers computed by dividing change in number of retired workers from beginning of calendar year to end of

second quarter or from end of second quarter to end of calendar year, by total change in calendar year. Future portion of calendar year change occurring in total number of retired

workers projected by regression on previous year’s growth rate.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B17.—Retired Workers With Benefits In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar

period

Male Female

62-64

65 or older

Total 62-64

65 or older

Total

Number

in currentpayment

status

Percent

of male

retired

workers

Number

in currentpayment

status

Percent of

calendar

year change

occurring

in previous

6 months

Number

in currentpayment

status

Percent

of female

retired

workers

Number

in currentpayment

status

Percent of

calendar

year change

occurring

in previous

6 months

1975............... 849.6 9.27 8,315.0 9,164.6 55.39 876.9 11.81 6,547.6 7,424.5 65.29

1976............... 886.4 9.41 8,534.5 9,420.9 67.64 904.2 11.68 6,840.2 7,744.4 63.47

1977............... 933.4 9.61 8,781.8 9,715.2 69.00 948.5 11.70 7,158.0 8,106.5 65.80

1978............... 923.2 9.30 9,006.3 9,929.5 92.12 960.3 11.39 7,469.6 8,429.9 73.61

1979............... 941.9 9.24 9,252.1 10,194.0 64.18 987.0 11.24 7,790.7 8,777.7 60.94

1980............... 998.3 9.54 9,464.5 10,462.8 68.56 1,024.5 11.26 8,077.1 9,101.6 65.59

1981............... 1,068.0 9.92 9,699.0 10,767.0 64.17 1,046.5 11.10 8,381.8 9,428.4 63.73

1982............... 1,145.0 10.38 9,888.7 11,033.7 67.58 1,089.8 11.20 8,644.0 9,733.8 63.86

1983............... 1,208.9 10.64 10,153.8 11,362.7 51.27 1,121.1 11.14 8,939.8 10,061.0 59.54

1984............... 1,258.3 10.87 10,318.4 11,576.7 67.86 1,154.1 11.17 9,180.0 10,334.1 64.90

1985............... 1,288.9 10.90 10,531.0 11,819.9 63.57 1,171.6 11.04 9,443.9 10,615.4 61.51

1986............... 1,314.8 10.88 10,768.9 12,083.7 61.96 1,183.3 10.85 9,717.8 10,901.1 61.06

1987............... 1,336.2 10.86 10,962.3 12,298.5 52.48 1,198.2 10.75 9,947.1 11,145.3 55.51

1988............... 1,335.5 10.69 11,155.0 12,490.5 53.48 1,196.9 10.53 10,175.1 11,372.0 56.36

1989............... 1,332.4 10.47 11,389.8 12,722.2 56.49 1,181.4 10.18 10,427.7 11,609.1 58.67

1990............... 1,336.0 10.29 11,650.7 12,986.8 57.33 1,166.8 9.84 10,687.5 11,854.3 57.56

1991............... 1,345.8 10.18 11,880.6 13,226.4 58.59 1,149.7 9.53 10,916.9 12,066.6 59.95

1992............... 1,353.0 10.04 12,120.9 13,473.9 59.25 1,140.8 9.28 11,146.9 12,287.8 61.01

1993............... 1,346.2 9.86 12,303.2 13,649.4 64.97 1,128.1 9.05 11,331.5 12,459.7 67.16

1994............... 1,346.3 9.76 12,448.6 13,794.9 74.63 1,136.4 9.01 11,481.0 12,617.4 71.42

1995............... 1,315.6 9.45 12,602.8 13,918.4 71.64 1,124.2 8.81 11,635.9 12,760.1 68.25

1996............... 1,293.8 9.23 12,722.8 14,016.6 85.38 1,121.7 8.70 11,766.8 12,888.5 76.78

1997............... 1,275.0 9.03 12,847.7 14,122.7 73.38 1,126.7 8.56 12,032.3 13,158.9 82.34

1998............... 1,281.4 9.02 12,925.2 14,206.6 80.39 1,151.2 8.65 12,159.7 13,310.9 60.44

1999............... 1,296.8 9.05 13,031.5 14,328.2 75.17 1,175.0 8.73 12,280.3 13,455.3 65.51

2000............... 1,329.1 9.00 13,442.3 14,771.4 27.62 1,217.4 8.86 12,516.5 13,733.8 38.15

2001-II........... 1,355.7 9.14 13,480.2 14,835.9 56.22 1,247.5 9.03 12,566.2 13,813.7 49.49

2001-IV ......... 1,362.4 9.15 13,523.8 14,886.1 43.78 1,255.1 9.03 12,640.2 13,895.3 50.51

2002-II........... 1,368.3 9.13 13,623.0 14,991.3 72.32 1,267.4 9.07 12,702.2 13,969.6 43.90

2002-IV ......... 1,392.2 9.26 13,639.3 15,031.6 27.68 1,289.9 9.17 12,774.7 14,064.6 56.10

2003-II........... 1,399.5 9.24 13,749.4 15,148.9 77.26 1,297.7 9.18 12,839.4 14,137.1 40.87

2003-IV ......... 1,428.6 9.41 13,754.9 15,183.4 22.74 1,329.1 9.33 12,912.8 14,241.9 59.13

2004-II........... 1,443.5 9.41 13,902.9 15,346.4 80.00 1,346.3 9.40 12,982.3 14,328.6 39.70

2004-IV ......... 1,503.2 9.77 13,884.0 15,387.2 20.00 1,402.0 9.70 13,058.3 14,460.4 60.30

2005-II........... 1,521.3 9.76 14,058.6 15,579.9 80.00 1,420.3 9.75 13,139.9 14,560.1 38.94

2005-IV ......... 1,593.8 10.20 14,034.3 15,628.1 20.00 1,493.2 10.15 13,223.4 14,716.5 61.06

2006-II........... 1,606.7 10.16 14,206.3 15,813.0 74.12 1,506.9 10.17 13,311.6 14,818.6 38.43

2006-IV ......... 1,658.2 10.44 14,219.3 15,877.5 25.88 1,562.0 10.43 13,420.0 14,982.0 61.57

2007-II........... 1,659.3 10.34 14,390.5 16,049.8 63.64 1,566.0 10.38 13,526.4 15,092.5 38.35

2007-IV ......... 1,663.6 10.30 14,484.6 16,148.2 36.36 1,582.4 10.36 13,687.7 15,270.0 61.65

2008-II........... 1,674.9 10.23 14,690.0 16,364.9 59.11 1,615.9 10.48 13,801.3 15,417.2 38.60

2008-IV ......... 1,719.8 10.41 14,795.0 16,514.8 40.89 1,653.0 10.56 13,998.3 15,651.3 61.40

2009-II........... 1,751.3 10.43 15,042.0 16,793.3 55.38 1,741.3 10.99 14,101.6 15,842.8 38.55

2009-IV ......... 1,877.3 11.03 15,140.4 17,017.8 44.62 1,819.8 11.27 14,328.4 16,148.3 61.45

2010-II........... 1,912.6 11.10 15,310.9 17,223.5 41.06 1,885.7 11.54 14,456.5 16,342.2 38.15

2010-IV ......... 2,053.5 11.72 15,465.3 17,518.8 58.94 2,003.6 12.03 14,653.1 16,656.8 61.85
Benefit Payments

78

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B18.—Non-Orphan and Orphan Population, Under 18, in the Social Security Area

(By age, as of December 31, 1975-2010)

[In thousands]

Year

Non-orphan Orphan

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1975 ............... 16,561.7 17,890.9 19,411.6 11,894.9 65,759.2 170.2 585.2 1,355.7 1,338.1 3,449.2

1976 ............... 16,298.2 17,856.8 18,860.5 11,912.6 64,928.1 158.3 564.9 1,285.1 1,320.2 3,328.4

1977 ............... 16,379.6 17,674.3 18,303.4 11,845.4 64,202.7 152.2 545.0 1,216.5 1,282.0 3,195.7

1978 ............... 16,638.7 17,323.6 17,864.1 11,715.3 63,541.6 150.2 520.5 1,147.7 1,238.5 3,056.9

1979 ............... 16,973.0 16,909.2 17,634.7 11,506.9 63,023.8 150.0 493.1 1,082.8 1,183.7 2,909.5

1980 ............... 17,422.6 16,387.6 17,768.4 11,186.5 62,765.0 153.1 461.9 1,047.2 1,124.1 2,786.4

1981 ............... 17,854.5 16,198.7 17,748.5 10,815.0 62,616.8 155.7 441.8 1,011.3 1,053.5 2,662.3

1982 ............... 18,220.1 16,337.2 17,581.2 10,463.9 62,602.3 155.6 431.4 973.3 976.1 2,536.4

1983 ............... 18,512.4 16,617.4 17,239.0 10,374.5 62,743.4 155.2 427.6 927.6 928.9 2,439.3

1984 ............... 18,673.2 16,992.7 16,846.0 10,479.4 62,991.3 154.3 428.4 881.3 898.3 2,362.3

1985 ............... 18,827.9 17,467.5 16,319.2 10,773.0 63,387.6 155.0 435.8 828.2 889.3 2,308.2

1986 ............... 18,961.3 17,903.9 16,123.9 10,742.9 63,732.1 159.2 446.1 797.4 863.0 2,265.7

1987 ............... 19,101.1 18,273.4 16,265.3 10,375.0 64,014.8 163.7 457.1 789.3 817.8 2,227.9

1988 ............... 19,387.8 18,544.5 16,553.3 9,794.0 64,279.6 170.3 469.8 795.7 756.5 2,192.2

1989 ............... 19,770.2 18,708.3 16,948.4 9,531.5 64,958.4 176.8 480.3 811.0 719.5 2,187.7

1990 ............... 20,094.4 18,835.7 17,442.1 9,520.7 65,893.0 181.5 490.7 835.1 704.4 2,211.6

1991 ............... 20,422.8 18,938.8 17,872.0 9,674.4 66,908.1 186.5 501.5 859.5 707.0 2,254.5

1992 ............... 20,641.4 19,068.4 18,237.6 9,878.0 67,825.5 190.6 512.5 884.7 717.0 2,304.8

1993 ............... 20,722.0 19,317.3 18,489.2 10,122.8 68,651.3 195.5 528.8 910.6 737.2 2,372.1

1994 ............... 20,631.9 19,639.8 18,622.3 10,429.9 69,323.9 198.3 546.2 931.6 763.9 2,439.9

1995 ............... 20,430.8 19,971.0 18,740.6 10,709.0 69,851.5 198.5 562.3 954.0 789.8 2,504.7

1996 ............... 20,226.9 20,303.2 18,856.4 10,956.6 70,343.1 191.9 570.9 969.5 813.1 2,545.3

1997 ............... 20,091.6 20,541.7 18,968.8 11,094.6 70,696.7 181.4 570.4 976.6 825.6 2,554.0

1998 ............... 20,032.7 20,644.8 19,179.5 11,117.1 70,974.0 171.7 564.8 985.8 832.2 2,554.5

1999 ............... 20,019.7 20,586.8 19,488.8 11,131.8 71,227.1 164.7 553.3 996.3 836.9 2,551.2

2000 ............... 20,030.8 20,405.0 19,828.7 11,180.1 71,444.7 159.9 536.7 1,004.5 841.2 2,542.3

2001 ............... 20,044.3 20,210.0 20,156.0 11,278.0 71,688.4 157.1 518.5 1,010.0 848.2 2,533.8

2002 ............... 20,049.5 20,073.2 20,406.5 11,393.3 71,922.5 155.0 501.7 1,010.7 855.0 2,522.4

2003 ............... 20,048.9 20,000.5 20,523.6 11,520.2 72,093.2 152.9 487.5 1,004.4 859.4 2,504.2

2004 ............... 20,024.9 19,998.1 20,478.3 11,754.1 72,255.4 150.3 476.2 988.2 868.7 2,483.4

2005 ............... 20,025.8 20,017.3 20,308.7 12,044.5 72,396.3 148.0 467.1 964.0 879.5 2,458.6

2006 ............... 20,053.3 20,038.6 20,125.9 12,262.9 72,480.7 145.8 460.1 938.2 884.1 2,428.1

2007 ............... 20,108.2 20,049.0 19,996.6 12,314.1 72,467.9 143.8 453.4 914.3 877.0 2,388.5

2008 ............... 20,189.2 20,053.9 19,930.4 12,220.8 72,394.3 142.0 446.4 894.1 859.1 2,341.7

2009 ............... 20,292.6 20,035.3 19,933.7 12,085.7 72,347.3 140.4 439.1 877.6 838.6 2,295.6

2010 ............... 20,413.2 20,041.2 19,958.4 11,963.0 72,375.8 139.0 432.3 863.3 818.0 2,252.6
OASI Numbers

79

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

• Percentages computed by dividing number in force by non-orphan population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B19.—Minor Children of Retired Workers With Benefits In Force 

(By age, as of December 31, 1975-2010)

[Numbers in thousands]

Year

In force Percent of non-orphan population

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1975............... 13.0 48.2 148.5 195.2 404.8 0.078 0.269 0.765 1.598 0.616

1976............... 12.5 46.5 145.3 194.3 398.6 .076 .261 .771 1.589 .614

1977............... 12.5 46.3 149.0 203.5 411.2 .076 .262 .814 1.675 .641

1978............... 11.9 43.3 139.5 197.7 392.4 .072 .250 .781 1.646 .618

1979............... 11.5 41.0 132.3 193.4 378.2 .068 .242 .750 1.640 .600

1980............... 11.3 38.6 126.7 189.5 366.0 .065 .236 .713 1.653 .583

1981............... 11.0 37.0 120.8 181.9 350.7 .062 .228 .681 1.642 .560

1982............... 10.8 35.6 115.6 175.4 337.4 .059 .218 .657 1.636 .539

1983............... 10.8 35.6 111.5 168.4 326.3 .059 .214 .647 1.584 .520

1984............... 10.7 35.2 105.8 160.3 312.1 .057 .207 .628 1.493 .496

1985............... 11.0 35.6 100.4 154.3 301.2 .058 .204 .615 1.406 .475

1986............... 11.1 36.1 96.3 150.6 294.1 .059 .202 .597 1.367 .461

1987............... 11.1 36.3 93.5 142.7 283.7 .058 .199 .575 1.329 .443

1988............... 11.3 36.4 92.0 132.4 272.1 .059 .196 .556 1.292 .423

1989............... 11.2 36.7 91.1 123.3 262.2 .057 .196 .537 1.226 .404

1990............... 11.5 37.2 92.0 118.6 259.3 .057 .198 .528 1.173 .393

1991............... 11.9 38.3 93.0 114.7 257.9 .058 .202 .520 1.132 .385

1992............... 12.3 39.1 95.0 114.6 261.0 .060 .205 .521 1.107 .385

1993............... 12.4 40.2 96.0 114.2 262.8 .060 .208 .519 1.081 .383

1994............... 12.2 40.9 96.7 114.8 264.6 .059 .208 .520 1.053 .382

1995............... 11.8 41.6 96.9 115.5 265.8 .058 .208 .517 1.030 .381

1996............... 11.5 42.1 97.7 114.9 266.2 .057 .207 .518 1.003 .378

1997............... 11.0 42.2 98.1 113.1 264.4 .055 .205 .517 .975 .374

1998............... 10.7 41.9 98.8 112.2 263.5 .053 .203 .515 .964 .371

1999............... 10.4 41.9 100.8 113.3 266.4 .052 .203 .517 .972 .374

2000............... 11.0 42.7 107.5 118.4 279.5 .055 .209 .542 1.013 .391

2001............... 11.0 42.5 110.5 121.4 285.4 .055 .210 .548 1.030 .398

2002............... 11.0 42.1 113.5 124.0 290.5 .055 .210 .556 1.041 .404

2003............... 11.0 42.1 114.9 127.0 295.0 .055 .211 .560 1.055 .409

2004............... 11.0 42.1 115.4 130.3 298.7 .055 .211 .563 1.062 .413

2005............... 10.9 42.3 114.5 134.3 302.0 .054 .211 .564 1.069 .417

2006............... 10.9 42.4 113.6 137.1 304.0 .054 .211 .565 1.072 .419

2007............... 10.9 42.3 112.7 138.5 304.5 .054 .211 .564 1.078 .420

2008............... 11.0 42.3 112.4 137.5 303.2 .054 .211 .564 1.078 .419

2009............... 11.0 42.3 112.3 136.2 301.8 .054 .211 .563 1.079 .417

2010............... 11.1 42.3 112.5 134.6 300.4 .054 .211 .564 1.077 .415
Benefit Payments

80

Sources:

• Historical figures computed by dividing the number of awards by the non-orphan population less the number already in force.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B20.—Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population

(By age, calendar years 1975-2010)

Year 0-4 5-9 10-14 15-17 Total

1975 ..................................... 0.037 0.067 0.185 0.391 0.158

1976 ..................................... .038 .068 .191 .397 .162

1977 ..................................... .031 .054 .176 .376 .148

1978 ..................................... .029 .051 .162 .349 .137

1979 ..................................... .037 .071 .201 .429 .171

1980 ..................................... .036 .070 .191 .432 .166

1981 ..................................... .026 .045 .141 .359 .126

1982 ..................................... .026 .046 .136 .348 .121

1983 ..................................... .026 .046 .136 .341 .119

1984 ..................................... .026 .044 .129 .313 .111

1985 ..................................... .028 .046 .129 .301 .110

1986 ..................................... .027 .045 .123 .290 .105

1987 ..................................... .026 .043 .116 .270 .097

1988 ..................................... .027 .043 .112 .263 .094

1989 ..................................... .026 .042 .105 .244 .087

1990 ..................................... .027 .046 .108 .238 .088

1991 ..................................... .028 .047 .108 .232 .088

1992 ..................................... .029 .047 .109 .229 .088

1993 ..................................... .028 .046 .106 .215 .085

1994 ..................................... .027 .045 .101 .202 .082

1995 ..................................... .026 .045 .100 .196 .080

1996 ..................................... .026 .045 .098 .183 .078

1997 ..................................... .024 .043 .097 .175 .076

1998 ..................................... .024 .043 .095 .172 .075

1999 ..................................... .024 .045 .100 .181 .078

2000 ..................................... .028 .052 .121 .217 .094

2001 ..................................... .026 .049 .109 .198 .086

2002 ..................................... .026 .048 .110 .198 .086

2003 ..................................... .026 .048 .110 .198 .087

2004 ..................................... .026 .048 .110 .197 .087

2005 ..................................... .026 .048 .110 .197 .088

2006 ..................................... .026 .048 .110 .198 .088

2007 ..................................... .026 .048 .110 .198 .088

2008 ..................................... .026 .048 .110 .198 .088

2009 ..................................... .026 .048 .110 .198 .087

2010 ..................................... .026 .048 .110 .198 .087
OASI Numbers

81

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to non-orphan population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B21.—Awards to Minor Children of Retired Workers

(By age, calendar years 1975-2010)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1975..................................... 4.9 12.0 35.7 62.8 115.3

1976..................................... 4.9 12.1 35.9 60.2 113.0

1977..................................... 4.1 9.6 32.0 56.4 102.1

1978..................................... 3.9 8.8 28.9 51.7 93.2

1979..................................... 4.9 12.0 35.3 62.5 114.7

1980..................................... 4.9 11.4 33.8 61.5 111.6

1981..................................... 3.6 7.3 24.8 49.0 84.8

1982..................................... 3.8 7.5 23.8 46.4 81.5

1983..................................... 3.9 7.5 23.4 45.3 80.1

1984..................................... 3.9 7.4 21.6 41.5 74.3

1985..................................... 4.2 7.9 21.0 41.1 74.2

1986..................................... 4.0 8.0 19.7 39.1 70.9

1987..................................... 4.0 7.9 18.7 35.6 66.1

1988..................................... 4.1 8.0 18.5 33.1 63.7

1989..................................... 4.0 7.8 17.7 29.6 59.2

1990..................................... 4.3 8.6 18.8 28.7 60.5

1991..................................... 4.6 8.8 19.1 28.1 60.6

1992..................................... 4.8 8.9 19.7 27.9 61.3

1993..................................... 4.6 8.9 19.5 26.4 59.5

1994..................................... 4.5 8.8 18.8 25.4 57.6

1995..................................... 4.2 9.0 18.7 25.2 57.1

1996..................................... 4.2 9.1 18.4 24.4 56.0

1997..................................... 3.9 8.9 18.3 23.7 54.8

1998..................................... 3.9 8.9 18.1 23.3 54.1

1999..................................... 3.8 9.3 19.5 24.4 57.0

2000..................................... 4.5 10.7 23.8 29.3 68.3

2001..................................... 4.2 9.8 22.0 27.0 62.9

2002..................................... 4.2 9.7 22.3 27.2 63.4

2003..................................... 4.2 9.7 22.5 27.5 63.8

2004..................................... 4.2 9.7 22.5 28.0 64.3

2005..................................... 4.2 9.7 22.3 28.6 64.7

2006..................................... 4.2 9.7 22.1 29.0 65.0

2007..................................... 4.2 9.7 21.9 29.2 65.0

2008..................................... 4.2 9.7 21.8 29.0 64.7

2009..................................... 4.2 9.7 21.8 28.7 64.4

2010..................................... 4.3 9.7 21.9 28.4 64.2
Benefit Payments

82

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B22.—Minor Children of Retired Workers With Benefits Withheld

(By age, as of December 31, 1975-2010)

[Numbers in thousands]

Year

Withheld Percent of minor child life in force

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1975 ............... 0.2 0.9 3.4 9.8 14.3 1.394 1.771 2.287 5.041 3.525

1976 ............... .1 .7 3.1 9.4 13.3 1.204 1.576 2.100 4.828 3.340

1977 ............... .4 1.7 6.2 13.8 22.1 3.278 3.658 4.168 6.798 5.385

1978 ............... .2 1.0 3.9 10.7 15.8 1.879 2.259 2.781 5.405 4.018

1979 ............... .1 .6 2.6 8.9 12.3 1.081 1.464 1.989 4.598 3.239

1980 ............... .1 .5 2.3 8.3 11.2 .905 1.284 1.809 4.396 3.065

1981 ............... .1 .4 2.1 7.8 10.4 .782 1.176 1.699 4.283 2.956

1982 ............... .3 1.0 3.7 10.1 15.0 2.329 2.687 3.210 5.746 4.445

1983 ............... .3 1.1 4.1 10.5 16.1 2.794 3.180 3.699 6.237 4.922

1984 ............... .3 1.2 4.2 11.1 16.9 3.112 3.476 3.999 6.912 5.406

1985 ............... .4 1.4 4.4 10.7 16.9 3.634 3.965 4.411 6.912 5.611

1986 ............... .5 1.6 4.9 12.1 19.1 4.277 4.565 5.068 8.053 6.504

1987 ............... .6 2.0 5.6 13.8 22.0 5.240 5.534 5.974 9.694 7.761

1988 ............... .6 2.1 5.9 14.3 22.9 5.667 5.702 6.387 10.773 8.399

1989 ............... .7 2.2 6.0 14.3 23.2 6.408 5.978 6.550 11.612 8.844

1990 ............... .7 2.3 6.1 14.3 23.3 5.740 6.122 6.609 12.055 8.992

1991 ............... .6 2.4 6.3 12.8 22.1 5.323 6.294 6.761 11.158 8.581

1992 ............... .6 2.5 6.4 13.0 22.6 5.194 6.384 6.768 11.350 8.648

1993 ............... .6 2.8 6.8 13.1 23.3 5.209 6.911 7.041 11.444 8.847

1994 ............... .6 2.8 6.8 13.2 23.5 5.165 6.902 7.020 11.514 8.865

1995 ............... .6 2.9 7.0 13.6 24.1 5.348 6.903 7.234 11.741 9.056

1996 ............... .6 2.9 7.4 13.4 24.3 5.274 6.918 7.551 11.689 9.138

1997 ............... .6 3.0 7.5 13.4 24.4 5.094 7.038 7.638 11.800 9.218

1998 ............... .5 3.0 7.7 13.9 25.1 4.889 7.051 7.809 12.371 9.513

1999 ............... .5 3.0 7.8 14.2 25.6 4.891 7.215 7.757 12.533 9.591

2000 ............... .4 2.5 7.2 13.5 23.6 3.768 5.897 6.680 11.419 8.454

2001 ............... .4 2.5 7.4 13.9 24.2 3.780 5.894 6.681 11.411 8.463

2002 ............... .4 2.5 7.6 14.1 24.6 3.779 5.887 6.684 11.395 8.469

2003 ............... .4 2.5 7.7 14.4 25.0 3.782 5.887 6.687 11.350 8.472

2004 ............... .4 2.5 7.7 14.7 25.3 3.782 5.886 6.689 11.308 8.483

2005 ............... .4 2.5 7.7 15.1 25.6 3.779 5.887 6.689 11.232 8.492

2006 ............... .4 2.5 7.6 15.4 25.9 3.778 5.888 6.689 11.221 8.517

2007 ............... .4 2.5 7.5 15.6 26.0 3.777 5.889 6.688 11.241 8.543

2008 ............... .4 2.5 7.5 15.6 26.0 3.775 5.889 6.687 11.319 8.571

2009 ............... .4 2.5 7.5 15.5 25.9 3.774 5.889 6.687 11.348 8.572

2010 ............... .4 2.5 7.5 15.3 25.7 3.774 5.888 6.686 11.378 8.569
OASI Numbers

83

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B23.—Minor Children of Retired Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1975-2010)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1975..................................... 12.8 47.3 145.1 185.3 390.6

1976..................................... 12.3 45.8 142.3 184.9 385.3

1977..................................... 12.1 44.6 142.7 189.7 389.1

1978..................................... 11.7 42.3 135.7 187.0 376.7

1979..................................... 11.3 40.4 129.7 184.5 365.9

1980..................................... 11.2 38.1 124.4 181.1 354.8

1981..................................... 10.9 36.6 118.7 174.1 340.4

1982..................................... 10.5 34.6 111.9 165.3 322.4

1983..................................... 10.5 34.4 107.4 157.9 310.2

1984..................................... 10.4 34.0 101.6 149.2 295.3

1985..................................... 10.6 34.2 95.9 143.6 284.3

1986..................................... 10.6 34.5 91.4 138.4 275.0

1987..................................... 10.5 34.3 88.0 128.9 261.7

1988..................................... 10.7 34.3 86.1 118.1 249.2

1989..................................... 10.5 34.5 85.1 109.0 239.0

1990..................................... 10.8 34.9 85.9 104.3 236.0

1991..................................... 11.2 35.9 86.7 101.9 235.7

1992..................................... 11.7 36.6 88.6 101.6 238.4

1993..................................... 11.8 37.4 89.3 101.1 239.6

1994..................................... 11.6 38.0 90.0 101.5 241.1

1995..................................... 11.2 38.7 89.9 101.9 241.7

1996..................................... 10.9 39.2 90.3 101.4 241.9

1997..................................... 10.4 39.2 90.6 99.8 240.0

1998..................................... 10.1 39.0 91.0 98.3 238.4

1999..................................... 9.9 38.9 93.0 99.1 240.9

2000..................................... 10.5 40.1 100.3 104.9 255.9

2001..................................... 10.6 40.0 103.1 107.5 261.3

2002..................................... 10.5 39.6 105.9 109.8 265.9

2003..................................... 10.5 39.7 107.2 112.6 270.0

2004..................................... 10.5 39.6 107.7 115.5 273.4

2005..................................... 10.5 39.8 106.9 119.2 276.4

2006..................................... 10.5 39.9 106.0 121.7 278.1

2007..................................... 10.5 39.8 105.2 122.9 278.4

2008..................................... 10.5 39.9 104.9 122.0 277.2

2009..................................... 10.6 39.8 104.8 120.7 275.9

2010..................................... 10.6 39.8 104.9 119.3 274.7
Benefit Payments

84

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

• Percentages computed by dividing number in force by orphan population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B24.—Minor Children of Deceased Workers With Benefits In Force

(By age, as of December 31, 1975-2010)

[Numbers in thousands]

Year

In force Percent of orphan population

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1975 ............... 87.6 377.2 896.6 849.2 2,210.6 51.438 64.465 66.133 63.445 64.088

1976 ............... 78.9 362.7 870.6 849.4 2,161.5 49.841 64.209 67.746 64.202 64.942

1977 ............... 77.6 351.2 841.7 843.2 2,113.7 50.982 64.444 69.189 65.690 66.144

1978 ............... 75.0 332.5 798.4 828.9 2,034.7 49.900 63.877 69.561 66.887 66.561

1979 ............... 76.3 316.6 759.8 813.5 1,966.2 50.898 64.215 70.166 68.697 67.579

1980 ............... 77.8 296.1 730.5 787.5 1,891.8 50.777 64.107 69.755 69.985 67.896

1981 ............... 77.6 283.9 703.0 747.7 1,812.3 49.849 64.272 69.516 70.822 68.074

1982 ............... 77.6 272.2 677.2 712.8 1,739.7 49.856 63.084 69.573 72.482 68.587

1983 ............... 77.3 267.7 647.6 679.1 1,671.8 49.834 62.600 69.818 72.368 68.537

1984 ............... 75.1 266.1 613.5 649.9 1,604.6 48.657 62.114 69.608 71.402 67.925

1985 ............... 73.3 267.7 576.8 636.2 1,554.0 47.316 61.427 69.650 70.890 67.325

1986 ............... 73.1 270.0 547.6 623.9 1,514.6 45.930 60.524 68.670 71.405 66.846

1987 ............... 72.3 269.4 532.8 595.7 1,470.2 44.159 58.934 67.501 71.593 65.990

1988 ............... 72.5 269.3 528.2 555.1 1,425.0 42.567 57.316 66.377 71.720 65.003

1989 ............... 73.7 268.7 530.2 521.5 1,394.1 41.703 55.942 65.370 70.454 63.725

1990 ............... 74.3 268.2 535.9 503.9 1,382.3 40.918 54.651 64.175 69.328 62.501

1991 ............... 75.9 268.8 543.0 493.9 1,381.6 40.704 53.596 63.172 68.088 61.281

1992 ............... 77.2 269.4 547.8 495.2 1,389.7 40.533 52.566 61.925 67.284 60.295

1993 ............... 78.1 273.8 553.5 499.7 1,405.1 39.963 51.778 60.787 66.184 59.237

1994 ............... 78.1 279.6 555.6 512.6 1,426.0 39.401 51.196 59.643 65.458 58.445

1995 ............... 75.9 283.6 557.4 521.4 1,438.2 38.221 50.431 58.421 64.308 57.419

1996 ............... 72.2 285.8 558.0 528.6 1,444.5 37.610 50.067 57.554 63.340 56.752

1997 ............... 68.4 284.2 555.2 523.1 1,430.8 37.681 49.820 56.851 61.664 56.022

1998 ............... 64.9 279.6 556.0 522.1 1,422.6 37.810 49.503 56.402 60.968 55.689

1999 ............... 62.7 271.2 560.1 519.7 1,413.7 38.071 49.007 56.222 60.266 55.412

2000 ............... 62.5 261.3 563.3 520.5 1,407.6 39.088 48.689 56.079 59.970 55.368

2001 ............... 61.4 251.2 565.9 522.4 1,400.8 39.092 48.443 56.026 59.756 55.286

2002 ............... 60.5 242.0 565.2 525.7 1,393.4 39.039 48.236 55.925 59.675 55.243

2003 ............... 59.6 234.1 560.1 527.7 1,381.5 39.001 48.022 55.763 59.585 55.169

2004 ............... 58.6 227.9 548.7 533.5 1,368.8 39.011 47.871 55.526 59.622 55.119

2005 ............... 57.7 223.1 532.9 539.9 1,353.6 38.991 47.770 55.274 59.618 55.056

2006 ............... 56.8 219.7 516.2 541.9 1,334.5 38.990 47.742 55.018 59.524 54.962

2007 ............... 56.0 216.5 500.8 536.4 1,309.7 38.979 47.750 54.775 59.362 54.835

2008 ............... 55.3 213.2 487.8 524.2 1,280.6 38.967 47.764 54.555 59.179 54.685

2009 ............... 54.7 209.7 477.3 510.0 1,251.8 38.969 47.767 54.394 58.965 54.529

2010 ............... 54.1 206.5 468.7 495.7 1,225.1 38.958 47.762 54.295 58.742 54.384
OASI Numbers

85

Sources:

• Historical figures computed by dividing the number of awards by the orphan population less the number already in force.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B25.—Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population

(By age, calendar years 1975-2010)

Year 0-4 5-9 10-14 15-17 Total

1975..................................... 39.062 27.094 22.426 18.658 22.803

1976..................................... 36.821 25.853 22.805 19.273 22.816

1977..................................... 40.292 26.578 23.428 19.270 23.461

1978..................................... 40.192 26.485 25.118 21.448 24.941

1979..................................... 41.933 27.132 25.230 22.625 25.786

1980..................................... 41.597 26.923 24.345 23.470 25.838

1981..................................... 39.198 25.309 23.176 23.491 25.023

1982..................................... 38.256 25.901 23.368 23.791 25.331

1983..................................... 37.919 24.313 23.120 22.818 24.620

1984..................................... 36.668 24.307 23.063 22.632 24.450

1985..................................... 36.413 24.631 24.073 22.715 24.915

1986..................................... 35.790 24.103 22.973 22.864 24.484

1987..................................... 32.870 22.809 22.037 23.029 23.665

1988..................................... 31.681 21.839 21.722 23.658 23.394

1989..................................... 30.437 20.878 20.653 22.408 22.283

1990..................................... 29.778 20.068 20.032 21.605 21.548

1991..................................... 29.632 19.530 19.426 20.874 20.965

1992..................................... 28.829 18.616 18.644 20.192 20.146

1993..................................... 28.557 18.393 18.295 19.663 19.772

1994..................................... 27.872 18.146 17.471 19.060 19.149

1995..................................... 25.899 17.385 16.465 18.082 18.085

1996..................................... 24.370 16.405 15.511 16.959 16.988

1997..................................... 24.248 15.530 14.394 15.735 15.948

1998..................................... 24.725 15.331 14.119 14.726 15.487

1999..................................... 25.531 15.258 14.155 14.655 15.473

2000..................................... 27.265 15.504 14.239 14.563 15.632

2001..................................... 26.461 15.379 14.190 14.620 15.507

2002..................................... 26.447 15.377 14.188 14.621 15.492

2003..................................... 26.424 15.380 14.186 14.621 15.480

2004..................................... 26.436 15.386 14.185 14.620 15.471

2005..................................... 26.446 15.388 14.185 14.620 15.466

2006..................................... 26.457 15.387 14.185 14.622 15.465

2007..................................... 26.478 15.386 14.185 14.623 15.467

2008..................................... 26.497 15.386 14.186 14.624 15.473

2009..................................... 26.505 15.387 14.186 14.624 15.478

2010..................................... 26.519 15.388 14.186 14.624 15.484
Benefit Payments

86

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to non-orphan population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B26.—Awards to Minor Children of Deceased Workers

(By age, calendar years 1975-2010)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1975 .................................... 31.8 61.2 110.0 118.6 321.7

1976 .................................... 28.3 56.8 102.4 115.1 302.7

1977 .................................... 30.3 57.2 96.3 109.4 293.3

1978 .................................... 29.0 53.6 94.5 110.0 287.1

1979 .................................... 30.5 52.9 89.6 105.5 278.6

1980 .................................... 30.6 48.8 83.7 98.9 261.9

1981 .................................... 29.3 44.5 77.2 92.2 243.1

1982 .................................... 29.0 44.5 75.7 84.9 234.1

1983 .................................... 28.9 41.9 70.6 79.1 220.5

1984 .................................... 27.7 42.3 66.9 75.8 212.8

1985 .................................... 28.1 44.4 66.1 75.9 214.6

1986 .................................... 28.7 45.0 62.0 72.5 208.2

1987 .................................... 27.5 44.9 60.3 68.6 201.3

1988 .................................... 28.3 45.5 61.8 66.5 202.1

1989 .................................... 28.6 45.9 61.5 61.8 197.9

1990 .................................... 29.2 46.3 63.3 59.3 198.1

1991 .................................... 30.1 47.0 64.7 59.5 201.3

1992 .................................... 29.9 46.6 65.8 59.8 202.1

1993 .................................... 30.6 48.1 68.2 61.7 208.6

1994 .................................... 30.5 49.6 68.3 63.2 211.6

1995 .................................... 28.6 49.5 67.5 64.0 209.6

1996 .................................... 26.7 47.9 66.0 63.2 203.8

1997 .................................... 25.3 45.6 62.6 60.8 194.3

1998 .................................... 24.3 44.8 62.7 59.6 191.4

1999 .................................... 23.8 44.0 63.8 59.8 191.5

2000 .................................... 24.5 43.8 65.1 60.1 193.4

2001 .................................... 23.0 42.0 65.2 61.3 191.6

2002 .................................... 22.8 40.7 65.4 61.8 190.7

2003 .................................... 22.5 39.7 65.2 62.2 189.6

2004 .................................... 22.1 38.9 64.5 62.6 188.1

2005 .................................... 21.7 38.2 63.3 63.2 186.4

2006 .................................... 21.4 37.6 61.9 63.5 184.5

2007 .................................... 21.1 37.1 60.6 63.2 182.0

2008 .................................... 20.9 36.5 59.6 62.2 179.1

2009 .................................... 20.7 35.9 58.7 61.0 176.2

2010 ..................................... 20.5 35.3 57.8 59.9 173.5
OASI Numbers

87

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B27.—Minor Children of Deceased Workers With Benefits Withheld

(By age, as of December 31, 1975-2010)

[Numbers in thousands]

Year

Withheld Percent of minor child survivors in force

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1975............... 0.1 0.6 1.8 2.3 4.8 0.140 0.148 0.199 0.272 0.216

1976............... .3 1.5 4.7 7.4 13.8 .377 .401 .536 .871 .639

1977............... .2 1.1 3.7 5.6 10.7 .303 .325 .435 .669 .505

1978............... .2 .8 2.5 3.7 7.1 .216 .233 .312 .448 .351

1979............... .1 .6 2.0 3.0 5.7 .181 .195 .260 .364 .290

1980............... .2 .9 2.8 4.5 8.4 .266 .289 .385 .575 .444

1981............... .5 1.8 5.5 8.4 16.2 .612 .643 .782 1.125 .894

1982............... .5 2.0 6.5 13.7 22.7 .674 .722 .965 1.917 1.304

1983............... .6 2.2 7.2 16.1 26.1 .773 .826 1.108 2.367 1.559

1984............... .6 2.4 7.5 18.2 28.9 .860 .916 1.230 2.804 1.798

1985............... .7 2.8 8.0 17.3 28.8 .903 1.053 1.386 2.724 1.853

1986............... .8 3.6 9.5 21.8 35.8 1.155 1.345 1.735 3.497 2.363

1987............... .9 4.1 10.2 25.2 40.5 1.296 1.524 1.909 4.238 2.752

1988............... 1.0 4.5 10.9 26.8 43.1 1.325 1.653 2.058 4.829 3.024

1989............... 1.1 4.9 12.0 28.5 46.5 1.457 1.820 2.268 5.462 3.334

1990............... 1.0 5.2 12.6 29.6 48.4 1.347 1.928 2.357 5.883 3.505

1991............... 1.1 5.2 12.9 26.4 45.6 1.457 1.934 2.380 5.347 3.303

1992............... 1.2 5.5 13.9 27.7 48.3 1.555 2.039 2.532 5.597 3.474

1993............... 1.3 5.7 14.4 27.3 48.7 1.613 2.082 2.604 5.462 3.463

1994............... 1.2 5.9 14.5 28.8 50.4 1.578 2.113 2.615 5.611 3.537

1995............... 1.1 6.0 15.0 29.9 52.0 1.515 2.118 2.687 5.734 3.618

1996............... 1.1 6.2 15.4 30.8 53.4 1.485 2.156 2.754 5.835 3.700

1997............... 1.0 6.2 15.5 32.0 54.6 1.464 2.169 2.790 6.112 3.818

1998............... .9 6.0 15.7 36.5 59.2 1.448 2.158 2.821 6.990 4.158

1999............... .9 5.8 16.0 37.0 59.7 1.478 2.140 2.853 7.125 4.226

2000............... 1.0 5.7 16.1 38.8 61.5 1.578 2.165 2.852 7.455 4.370

2001............... 1.0 5.4 16.2 38.4 61.0 1.579 2.165 2.854 7.355 4.353

2002............... 1.0 5.2 16.2 38.5 60.9 1.579 2.164 2.858 7.330 4.369

2003............... .9 5.1 16.0 38.8 60.8 1.579 2.162 2.863 7.347 4.402

2004............... .9 4.9 15.7 39.0 60.5 1.579 2.160 2.866 7.303 4.423

2005............... .9 4.8 15.3 39.3 60.3 1.579 2.159 2.867 7.271 4.452

2006............... .9 4.7 14.8 39.4 59.8 1.579 2.159 2.868 7.271 4.484

2007............... .9 4.7 14.4 39.3 59.2 1.578 2.159 2.867 7.321 4.519

2008............... .9 4.6 14.0 38.7 58.2 1.578 2.159 2.866 7.388 4.544

2009............... .9 4.5 13.7 37.9 56.9 1.578 2.159 2.864 7.422 4.547

2010............... .9 4.5 13.4 36.9 55.6 1.578 2.159 2.863 7.442 4.541
Benefit Payments

88

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B28.—Minor Children of Deceased Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1975-2010)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1975 .................................... 87.4 376.7 894.8 846.9 2,205.8

1976 .................................... 78.6 361.2 865.9 842.0 2,147.7

1977 .................................... 77.4 350.1 838.0 837.6 2,103.1

1978 .................................... 74.8 331.7 795.9 825.2 2,027.6

1979 .................................... 76.2 316.0 757.8 810.5 1,960.5

1980 .................................... 77.5 295.3 727.6 783.0 1,883.4

1981 .................................... 77.1 282.1 697.5 739.3 1,796.1

1982 .................................... 77.0 270.2 670.6 699.1 1,717.0

1983 .................................... 76.8 265.5 640.4 663.1 1,645.7

1984 .................................... 74.4 263.7 605.9 631.7 1,575.7

1985 .................................... 72.7 264.9 568.9 618.8 1,525.2

1986 .................................... 72.3 266.3 538.1 602.0 1,478.8

1987 .................................... 71.4 265.3 522.6 570.5 1,429.7

1988 .................................... 71.5 264.8 517.3 528.3 1,381.9

1989 .................................... 72.7 263.8 518.1 493.0 1,347.6

1990 .................................... 73.3 263.0 523.3 474.3 1,333.8

1991 .................................... 74.8 263.6 530.0 467.5 1,335.9

1992 .................................... 76.0 263.9 534.0 467.5 1,341.4

1993 .................................... 76.9 268.1 539.1 472.4 1,356.5

1994 .................................... 76.9 273.7 541.1 483.9 1,375.6

1995 .................................... 74.7 277.5 542.4 491.5 1,386.1

1996 .................................... 71.1 279.7 542.6 497.7 1,391.1

1997 .................................... 67.4 278.0 539.7 491.1 1,376.2

1998 .................................... 64.0 273.5 540.3 485.6 1,363.5

1999 .................................... 61.8 265.4 544.1 482.6 1,353.9

2000 .................................... 61.5 255.7 547.2 481.7 1,346.1

2001 .................................... 60.5 245.7 549.7 483.9 1,339.9

2002 .................................... 59.6 236.7 549.1 487.2 1,332.6

2003 .................................... 58.7 229.0 544.0 489.0 1,320.7

2004 .................................... 57.7 223.0 533.0 494.6 1,308.3

2005 .................................... 56.8 218.3 517.6 500.6 1,293.3

2006 .................................... 55.9 214.9 501.4 502.5 1,274.7

2007 .................................... 55.2 211.8 486.5 497.1 1,250.5

2008 .................................... 54.5 208.6 473.8 485.5 1,222.4

2009 .................................... 53.8 205.2 463.7 472.1 1,194.9

2010 ..................................... 53.3 202.0 455.3 458.8 1,169.4
OASI Numbers

89

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B29.—Uninsured Population in the Social Security Area

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... 4,811.6 6,459.7 5,567.6 5,507.4 4,852.0 4,353.0 4,514.9 4,455.7 4,139.4 3,741.7 4,406.8 52,809.8

1976.......... 5,001.2 6,742.2 5,301.0 5,902.4 5,016.6 4,229.8 4,416.7 4,376.7 4,204.4 3,753.3 4,424.0 53,368.1

1977.......... 4,959.0 6,884.7 5,308.4 5,905.8 5,133.8 4,298.4 4,226.5 4,364.8 4,123.3 3,851.8 4,388.1 53,444.5

1978.......... 4,266.9 6,055.3 5,260.7 5,961.8 5,157.6 4,308.4 4,045.6 4,267.4 4,206.8 3,790.3 4,392.0 51,712.7

1979.......... 3,749.1 5,244.1 5,054.9 5,984.9 5,180.1 4,171.5 3,940.8 4,164.1 4,158.4 3,894.2 4,298.3 49,840.4

1980.......... 3,727.9 4,980.7 4,874.0 6,107.3 5,081.8 4,167.4 3,860.1 4,091.3 4,181.5 4,247.3 4,248.2 49,567.4

1981.......... 3,965.5 5,247.0 4,636.7 5,652.2 5,358.2 4,226.7 3,684.4 3,986.8 4,012.4 4,171.3 4,241.7 49,183.0

1982.......... 4,274.9 5,709.7 4,667.1 5,466.0 5,182.6 4,196.7 3,673.2 3,782.3 3,907.6 4,030.3 4,380.8 49,271.5

1983.......... 4,466.6 6,200.3 4,755.6 5,458.8 5,237.1 4,184.8 3,653.0 3,625.1 3,827.3 4,106.2 4,175.0 49,690.0

1984.......... 4,475.9 6,195.6 4,871.0 5,378.8 5,290.4 4,207.6 3,555.7 3,541.0 3,812.6 4,077.5 4,241.0 49,647.0

1985.......... 4,200.6 5,769.6 4,876.5 5,339.0 5,440.3 4,132.9 3,525.1 3,430.9 3,761.8 4,010.2 4,256.9 48,743.8

1986.......... 4,137.9 5,435.4 4,861.0 5,303.2 5,150.6 4,476.1 3,637.4 3,310.1 3,730.9 3,924.1 4,446.8 48,413.5

1987.......... 4,228.3 5,240.3 4,755.2 5,426.7 5,157.9 4,460.6 3,705.9 3,383.3 3,596.9 3,922.8 4,435.4 48,313.5

1988.......... 4,181.8 5,026.0 4,764.6 5,528.1 5,164.1 4,513.1 3,695.7 3,389.1 3,442.8 3,865.0 4,516.2 48,086.5

1989.......... 3,854.5 4,773.0 4,580.3 5,610.5 5,137.0 4,567.7 3,710.8 3,285.2 3,340.6 3,847.2 4,570.9 47,277.7

1990.......... 3,583.5 4,718.0 4,271.8 5,555.5 5,147.7 4,666.9 3,631.0 3,257.1 3,259.4 3,790.9 4,538.7 46,420.5

1991.......... 3,647.5 4,843.3 4,000.3 5,440.7 5,100.0 4,383.5 3,859.4 3,342.1 3,136.8 3,743.8 4,654.0 46,151.4

1992.......... 3,874.0 5,105.1 3,822.9 5,159.8 5,106.5 4,353.5 3,758.6 3,330.8 3,183.5 3,573.0 4,803.0 46,070.6

1993.......... 4,075.4 5,103.5 3,747.5 4,956.7 5,070.1 4,353.5 3,784.8 3,289.5 3,171.5 3,446.0 4,805.4 45,803.8

1994.......... 4,134.6 5,016.2 3,761.8 4,715.1 5,094.4 4,326.5 3,803.9 3,281.6 3,121.0 3,366.6 4,958.8 45,580.5

1995.......... 4,126.3 4,819.5 3,765.4 4,555.1 5,034.4 4,333.9 3,893.4 3,243.0 3,087.1 3,282.3 4,938.0 45,078.3

1996.......... 4,130.5 4,788.5 3,700.4 4,421.7 4,984.9 4,388.6 3,811.2 3,316.8 3,126.4 3,206.8 5,018.3 44,894.3

1997.......... 4,243.4 4,703.4 3,670.6 4,305.0 4,887.6 4,509.4 3,837.3 3,360.8 3,107.4 3,256.8 7,815.6 47,697.4

1998.......... 4,266.1 4,736.5 3,554.0 4,212.0 4,778.1 4,588.8 3,895.6 3,412.5 3,125.1 3,283.3 7,721.4 47,573.2

1999.......... 4,288.7 4,784.6 3,381.0 4,029.4 4,736.7 4,673.3 3,860.9 3,462.7 3,177.9 3,255.2 7,639.1 47,289.6

2000.......... 4,271.0 4,732.9 3,272.2 3,955.5 4,533.8 4,618.8 3,942.1 3,563.4 3,160.2 3,266.7 7,580.1 46,896.8

2001.......... 4,215.9 4,620.4 3,217.2 3,828.4 4,362.7 4,554.3 4,004.9 3,570.1 3,252.3 3,303.2 7,485.7 46,415.4

2002.......... 4,211.5 4,527.5 3,248.1 3,731.5 4,241.5 4,488.6 4,092.5 3,528.9 3,364.5 3,366.8 7,398.3 46,199.7

2003.......... 4,330.8 4,406.5 3,278.3 3,628.0 4,123.0 4,395.2 4,154.7 3,518.1 3,419.6 3,431.5 7,318.0 46,003.8

2004.......... 4,399.2 4,314.7 3,307.7 3,534.3 4,019.4 4,295.7 4,186.8 3,544.9 3,502.4 3,494.6 7,236.4 45,836.0

2005.......... 4,437.7 4,293.4 3,322.1 3,440.8 3,960.5 4,177.3 4,195.2 3,573.9 3,614.1 3,548.1 7,156.8 45,720.0

2006.......... 4,553.8 4,277.3 3,297.9 3,397.4 3,904.6 4,057.5 4,150.5 3,619.7 3,640.3 3,679.5 7,083.8 45,662.2

2007.......... 4,732.7 4,334.9 3,238.7 3,440.2 3,819.2 3,954.1 4,068.3 3,671.4 3,597.8 3,804.1 7,033.3 45,694.9

2008.......... 4,878.8 4,471.6 3,176.1 3,512.5 3,743.1 3,869.6 3,972.8 3,709.8 3,596.7 3,887.0 6,986.1 45,804.1

2009.......... 4,870.6 4,709.8 3,115.5 3,589.7 3,679.2 3,804.4 3,876.3 3,714.0 3,613.2 4,014.6 6,915.4 45,902.7

2010.......... 4,778.6 4,906.9 3,078.6 3,652.1 3,612.7 3,767.5 3,771.1 3,703.2 3,642.3 4,185.3 6,837.2 45,935.6
Benefit Payments

90

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B30.—Disabled Children of Retired Workers With Benefits In Force

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975 ......... 2.5 12.9 18.0 20.6 19.8 18.2 14.2 9.0 4.6 1.6 0.8 122.1

1976 ......... 2.7 13.8 18.5 21.8 20.7 18.2 14.2 8.9 4.8 1.6 .8 126.1

1977 ......... 3.0 15.0 19.5 23.1 21.8 18.3 13.7 8.9 4.7 1.8 .9 130.7

1978 ......... 2.9 15.5 20.6 24.3 23.5 19.3 14.0 9.4 4.9 2.0 1.0 137.5

1979 ......... 2.8 15.5 21.6 24.9 24.7 19.8 14.2 9.4 5.2 2.2 1.1 141.4

1980 ......... 2.9 15.5 22.5 25.8 25.7 20.4 14.3 9.4 5.2 2.3 1.2 145.1

1981 ......... 2.7 14.7 22.9 26.1 28.0 21.7 14.4 9.2 4.9 2.4 1.2 148.2

1982 ......... 2.5 15.5 24.0 27.0 28.1 22.8 14.9 9.3 5.4 2.4 1.2 153.0

1983 ......... 2.8 15.7 25.0 28.8 29.3 24.4 15.6 9.3 5.5 2.5 1.3 160.2

1984 ......... 2.9 16.3 26.1 30.4 30.8 25.4 15.9 9.5 5.5 2.6 1.3 166.7

1985 ......... 2.9 17.0 27.3 32.7 33.3 26.5 16.4 9.6 5.5 2.6 1.4 175.1

1986 ......... 2.9 17.7 28.8 35.1 35.0 28.5 17.5 9.7 5.5 2.6 1.4 184.6

1987 ......... 2.7 17.7 29.8 37.4 37.0 30.6 19.1 10.0 5.5 2.6 1.4 193.8

1988 ......... 2.5 17.0 30.3 39.0 39.8 32.2 20.7 10.5 5.5 2.7 1.4 201.5

1989 ......... 2.2 15.8 30.3 40.4 41.9 34.5 21.8 10.8 5.6 2.7 1.4 207.6

1990 ......... 2.1 14.9 30.1 41.8 44.6 37.5 22.5 11.4 5.7 2.8 1.5 214.8

1991 ......... 2.2 14.1 29.8 43.0 47.3 39.9 24.2 12.2 5.8 2.8 1.6 222.7

1992 ......... 2.4 13.8 29.2 44.1 50.1 42.0 26.5 13.5 5.9 2.8 1.6 231.9

1993 ......... 2.5 13.8 28.2 44.9 52.4 44.9 28.1 14.6 6.3 2.8 1.6 240.1

1994 ......... 2.2 13.5 26.7 45.1 55.0 47.5 30.2 15.4 6.6 2.8 1.6 246.6

1995 ......... 2.1 12.9 25.3 44.6 56.9 50.5 32.6 15.9 6.8 2.9 1.7 252.2

1996 ......... 2.0 12.4 24.0 43.3 57.8 53.2 34.8 17.1 7.3 2.9 1.7 256.4

1997 ......... 1.9 11.7 22.9 41.2 58.3 55.9 36.6 18.7 8.1 3.0 1.7 259.9

1998 ......... 1.8 11.2 21.8 39.2 58.5 58.2 38.9 19.9 8.9 3.1 1.6 263.1

1999 ......... 1.8 10.9 20.7 36.7 58.4 60.6 41.2 21.5 9.4 3.2 1.6 266.0

2000 ......... 2.1 10.6 19.8 35.1 57.8 63.0 43.5 23.2 9.6 3.3 1.6 269.6

2001 ......... 2.1 10.6 18.9 33.8 56.0 64.0 46.0 24.7 10.2 3.5 1.7 271.6

2002 ......... 2.0 10.7 18.4 32.6 53.8 64.4 48.2 25.9 11.3 3.9 1.7 272.9

2003 ......... 2.0 10.6 18.1 31.4 51.4 64.5 50.2 27.5 12.0 4.3 1.7 273.7

2004 ......... 2.0 10.5 18.0 30.3 48.9 64.1 52.1 29.0 12.9 4.5 1.7 274.0

2005 ......... 2.1 10.5 17.8 29.1 47.3 62.7 53.6 30.6 13.9 4.6 1.8 273.9

2006 ......... 2.1 10.5 17.7 28.2 46.0 60.8 54.2 32.3 14.7 4.9 1.9 273.4

2007 ......... 2.2 10.5 17.5 28.0 44.6 58.5 54.4 33.8 15.5 5.4 2.0 272.5

2008 ......... 2.2 10.8 17.2 28.0 43.3 56.3 54.2 35.2 16.4 5.7 2.2 271.4

2009 ......... 2.3 11.1 16.9 28.1 42.0 54.1 53.8 36.4 17.3 6.2 2.2 270.2

2010 ......... 2.2 11.4 16.8 28.2 40.7 52.7 52.5 37.4 18.2 6.6 2.3 268.9
OASI Numbers

91

Sources:

• Historical figures computed by dividing the number of awards by the uninsured population less the number already in force.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B31.—Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population

(By age, calendar years 1975-2010)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... 0.073 0.045 0.054 0.053 0.047 0.029 0.009 0.004 0.002 0.001 0.000 0.030

1976.......... .072 .048 .061 .052 .048 .031 .009 .003 .002 .001 .000 .032

1977.......... .072 .048 .063 .058 .050 .031 .009 .003 .003 .001 .000 .033

1978.......... .076 .046 .062 .052 .048 .028 .009 .003 .002 .001 .000 .032

1979.......... .087 .055 .069 .055 .051 .030 .008 .003 .001 .000 .000 .034

1980.......... .091 .063 .076 .059 .053 .031 .009 .002 .001 .000 .000 .036

1981.......... .077 .060 .074 .056 .047 .029 .008 .003 .002 .001 .000 .034

1982.......... .070 .052 .071 .058 .048 .030 .008 .002 .001 .000 .000 .033

1983.......... .072 .053 .082 .071 .055 .037 .010 .002 .001 .000 .000 .037

1984.......... .066 .057 .085 .078 .058 .035 .009 .002 .001 .000 .000 .039

1985.......... .067 .060 .089 .084 .064 .037 .009 .002 .001 .000 .000 .042

1986.......... .065 .068 .094 .089 .070 .034 .010 .002 .001 .000 .000 .044

1987.......... .058 .063 .096 .091 .075 .041 .011 .003 .001 .000 .000 .044

1988.......... .054 .058 .096 .091 .081 .045 .013 .004 .001 .000 .000 .045

1989.......... .053 .055 .091 .086 .077 .046 .013 .004 .002 .001 .000 .043

1990.......... .053 .057 .099 .095 .086 .050 .013 .004 .002 .001 .000 .046

1991.......... .054 .056 .110 .101 .094 .059 .013 .004 .002 .001 .001 .049

1992.......... .053 .057 .120 .112 .105 .065 .018 .005 .002 .001 .000 .053

1993.......... .049 .055 .113 .118 .108 .061 .017 .005 .002 .001 .000 .052

1994.......... .045 .049 .103 .116 .109 .065 .017 .004 .002 .001 .001 .050

1995.......... .043 .045 .094 .119 .110 .068 .018 .004 .002 .001 .000 .049

1996.......... .042 .042 .087 .111 .108 .066 .019 .004 .002 .001 .000 .047

1997.......... .039 .038 .081 .102 .110 .073 .020 .005 .002 .001 .000 .044

1998.......... .038 .039 .081 .108 .114 .074 .020 .005 .002 .001 .000 .043

1999.......... .039 .041 .086 .106 .122 .076 .023 .005 .002 .001 .000 .045

2000.......... .042 .042 .096 .117 .140 .090 .024 .005 .002 .001 .000 .049

2001.......... .041 .041 .090 .112 .130 .082 .023 .005 .002 .001 .000 .046

2002.......... .041 .041 .089 .112 .130 .082 .023 .005 .002 .001 .000 .045

2003.......... .041 .041 .089 .112 .130 .082 .023 .005 .002 .001 .000 .045

2004.......... .041 .041 .090 .112 .130 .082 .023 .005 .002 .001 .000 .044

2005.......... .041 .041 .090 .112 .130 .082 .023 .005 .002 .001 .000 .044

2006.......... .041 .040 .090 .112 .130 .082 .023 .005 .002 .001 .000 .043

2007.......... .041 .040 .090 .112 .130 .082 .022 .005 .002 .001 .000 .043

2008.......... .041 .040 .091 .112 .130 .082 .022 .005 .002 .001 .000 .043

2009.......... .041 .040 .091 .112 .130 .082 .022 .005 .002 .001 .000 .043

2010.......... .041 .040 .090 .112 .130 .082 .022 .005 .002 .001 .000 .042
Benefit Payments

92

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B32.—Awards to Disabled Children of Retired Workers 

(By age, calendar years 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975 ......... 2.8 3.0 3.0 2.9 2.3 1.3 0.4 0.2 0.1 (1) (1) 15.9

1976 ......... 2.8 3.4 3.2 3.0 2.4 1.3 .4 .1 .1 (1) (1) 16.8

1977 ......... 2.8 3.5 3.3 3.3 2.6 1.3 .4 .1 .1 (1) (1) 17.6

1978 ......... 2.7 3.2 3.3 3.1 2.5 1.2 .4 .1 .1 (1) (1) 16.6

1979 ......... 2.7 3.3 3.5 3.3 2.6 1.3 .3 .1 (1) (1) (1) 17.2

1980 ......... 2.7 3.4 3.7 3.5 2.7 1.3 .3 .1 (1) (1) (1) 17.9

1981 ......... 2.4 3.2 3.4 3.2 2.5 1.2 .3 .1 .1 (1) (1) 16.6

1982 ......... 2.3 3.0 3.3 3.2 2.5 1.3 .3 .1 (1) (1) (1) 15.9

1983 ......... 2.5 3.3 3.8 3.8 2.9 1.6 .4 .1 (1) (1) (1) 18.5

1984 ......... 2.3 3.8 4.1 4.1 3.1 1.5 .3 .1 (1) (1) (1) 19.4

1985 ......... 2.3 3.9 4.3 4.5 3.5 1.5 .3 .1 (1) (1) (1) 20.5

1986 ......... 2.1 4.0 4.5 4.7 3.6 1.5 .4 .1 (1) (1) (1) 21.0

1987 ......... 1.9 3.6 4.5 4.9 3.9 1.9 .4 .1 (1) (1) (1) 21.2

1988 ......... 1.8 3.2 4.5 4.9 4.2 2.1 .5 .1 (1) (1) (1) 21.3

1989 ......... 1.7 2.9 4.1 4.8 4.0 2.1 .5 .1 .1 (1) (1) 20.3

1990 ......... 1.5 3.0 4.2 5.2 4.4 2.4 .5 .1 (1) (1) (1) 21.4

1991 ......... 1.6 2.9 4.4 5.5 4.8 2.6 .5 .1 (1) (1) (1) 22.5

1992 ......... 1.6 3.1 4.5 5.8 5.4 2.9 .7 .2 .1 (1) (1) 24.2

1993 ......... 1.6 3.0 4.2 5.8 5.5 2.7 .7 .2 .1 (1) (1) 23.8

1994 ......... 1.5 2.7 3.9 5.4 5.5 2.8 .6 .1 .1 (1) (1) 22.7

1995 ......... 1.4 2.4 3.5 5.3 5.5 3.0 .7 .1 .1 (1) (1) 22.2

1996 ......... 1.4 2.2 3.2 4.8 5.3 2.9 .7 .1 .1 (1) (1) 20.8

1997 ......... 1.3 2.0 3.0 4.3 5.4 3.3 .7 .2 .1 (1) (1) 20.2

1998 ......... 1.3 2.0 2.9 4.5 5.4 3.4 .8 .2 .1 (1) (1) 20.5

1999 ......... 1.3 2.2 2.9 4.3 5.7 3.5 .9 .2 .1 (1) (1) 21.1

2000 ......... 1.4 2.2 3.1 4.6 6.3 4.2 1.0 .2 .1 (1) (1) 23.1

2001 ......... 1.4 2.1 2.9 4.3 5.6 3.8 .9 .2 .1 (1) (1) 21.2

2002 ......... 1.4 2.1 2.9 4.1 5.4 3.7 .9 .2 .1 (1) (1) 20.8

2003 ......... 1.4 2.0 2.9 4.0 5.3 3.6 1.0 .2 .1 (1) (1) 20.5

2004 ......... 1.4 2.0 2.9 3.9 5.1 3.5 1.0 .2 .1 (1) (1) 20.2

2005 ......... 1.4 2.0 3.0 3.8 5.1 3.4 1.0 .2 .1 (1) (1) 19.9

2006 ......... 1.5 2.0 3.0 3.8 5.0 3.3 .9 .2 .1 (1) (1) 19.7

2007 ......... 1.5 2.0 2.9 3.8 4.9 3.2 .9 .2 .1 (1) (1) 19.5

2008 ......... 1.6 2.0 2.8 3.9 4.8 3.1 .9 .2 .1 (1) (1) 19.4

2009 ......... 1.6 2.1 2.8 4.0 4.7 3.1 .9 .2 .1 (1) (1) 19.4

2010 ......... 1.6 2.2 2.7 4.0 4.6 3.1 .8 .2 .1 (1) (1) 19.3

1 Fewer than 50.
OASI Numbers

93

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B33.—Disabled Children of Retired Workers With Benefits Withheld

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... (1) 0.5 1.1 1.1 0.8 0.4 (1) (1) (1) (1) (1) 3.3

1976.......... (1) .5 1.1 1.1 .8 .3 (1) (1) (1) (1) (1) 3.1

1977.......... (1) .4 1.0 1.0 .6 .2 (1) (1) (1) (1) (1) 2.3

1978.......... (1) .7 1.4 1.5 1.1 .5 (1) (1) (1) (1) (1) 4.7

1979.......... (1) .6 1.4 1.4 1.0 .4 (1) (1) (1) (1) (1) 4.2

1980.......... (1) .6 1.5 1.5 1.1 .5 (1) (1) (1) (1) (1) 4.5

1981.......... (1) .6 1.5 1.5 1.2 .5 (1) (1) (1) (1) (1) 4.6

1982.......... 0.1 1.0 2.1 2.2 1.8 1.1 0.3 (1) (1) (1) (1) 8.5

1983.......... .1 1.3 2.6 2.8 2.4 1.6 .6 0.2 0.1 (1) (1) 11.7

1984.......... .1 1.5 3.0 3.3 2.9 1.9 .8 .3 .1 0.1 (1) 14.0

1985.......... .2 1.8 3.7 4.2 3.9 2.5 1.1 .4 .2 .1 (1) 18.1

1986.......... .2 2.0 4.4 5.4 5.0 3.4 1.5 .6 .3 .1 (1) 22.8

1987.......... .2 2.2 5.2 6.7 6.2 4.4 2.1 .7 .3 .1 0.1 28.2

1988.......... .2 2.2 5.6 7.6 7.5 5.3 2.8 .9 .4 .1 .1 32.7

1989.......... .2 2.2 5.9 8.5 8.7 6.6 3.5 1.2 .5 .2 .1 37.5

1990.......... .1 2.1 5.9 9.2 9.9 7.9 4.0 1.5 .6 .2 .1 41.6

1991.......... .1 1.9 6.0 9.8 11.1 9.1 4.8 1.9 .7 .3 .1 45.8

1992.......... .2 1.9 5.9 10.3 12.4 10.3 5.8 2.4 .8 .3 .1 50.5

1993.......... .2 1.9 5.7 10.8 13.5 11.8 6.7 3.1 1.0 .4 .2 55.3

1994.......... .1 1.8 5.5 11.0 14.5 13.0 7.9 3.6 1.2 .5 .2 59.3

1995.......... .1 1.7 5.3 11.0 15.4 14.5 9.2 4.0 1.4 .5 .3 63.4

1996.......... .1 1.7 5.0 10.8 16.0 15.7 10.4 4.6 1.7 .6 .3 66.8

1997.......... .1 1.6 4.7 10.3 16.3 17.0 11.5 5.4 2.1 .7 .4 70.3

1998.......... .1 1.5 4.5 9.9 16.8 18.1 12.7 6.1 2.5 .8 .4 73.5

1999.......... .1 1.5 4.3 9.3 16.8 19.1 13.9 7.1 2.9 .9 .4 76.3

2000.......... .1 1.4 3.9 8.7 16.4 19.9 15.0 8.0 3.2 1.0 .5 78.1

2001.......... .1 1.4 3.8 8.4 16.0 20.2 15.8 8.5 3.4 1.0 .5 79.1

2002.......... .1 1.4 3.7 8.1 15.3 20.4 16.6 8.9 3.7 1.2 .5 79.9

2003.......... .1 1.4 3.6 7.8 14.7 20.4 17.3 9.5 4.0 1.3 .5 80.4

2004.......... .1 1.3 3.6 7.5 13.9 20.3 17.9 10.0 4.3 1.3 .5 80.8

2005.......... .1 1.3 3.5 7.2 13.5 19.9 18.4 10.6 4.6 1.3 .5 81.0

2006.......... .1 1.3 3.5 7.0 13.1 19.3 18.6 11.1 4.9 1.4 .5 81.0

2007.......... .1 1.3 3.5 7.0 12.7 18.6 18.7 11.7 5.1 1.6 .6 80.8

2008.......... .1 1.4 3.4 7.0 12.3 17.8 18.6 12.1 5.4 1.7 .6 80.6

2009.......... .1 1.4 3.4 7.0 12.0 17.1 18.5 12.5 5.7 1.8 .6 80.2

2010.......... .1 1.4 3.3 7.0 11.6 16.7 18.1 12.9 6.0 2.0 .7 79.7

1 Fewer than 50.
Benefit Payments

94

Sources:

• Historical figures computed by dividing number withheld by number in force.

• Future figures projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B34.—Numbers of Disabled Children of Retired Workers With Benefits Withheld, 

as a Percentage of Disabled Children In Force

(By age, as of December 31, 1975-2010)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975 ......... -0.642 3.659 6.200 5.484 3.935 2.043 -0.706 -2.306 -3.555 -3.794 -3.812 2.693

1976 ......... -.924 3.385 5.940 5.220 3.661 1.773 -.980 -2.638 -3.855 -4.126 -4.192 2.456

1977 ......... -1.724 2.608 5.168 4.444 2.878 .969 -1.808 -3.446 -4.682 -4.949 -5.299 1.735

1978 ......... .000 4.277 6.811 6.089 4.553 2.680 -.050 -1.661 -2.870 -3.142 -3.254 3.442

1979 ......... -.529 3.796 6.325 5.609 4.062 2.174 -.565 -2.173 -3.396 -3.641 -3.839 2.964

1980 ......... -.377 3.926 6.460 5.744 4.198 2.314 -.414 -2.042 -3.264 -3.519 -3.741 3.126

1981 ......... -.407 3.852 6.392 5.683 4.126 2.246 -.481 -2.120 -3.329 -3.612 -4.136 3.093

1982 ......... 2.102 6.290 8.767 8.066 6.559 4.727 2.058 .484 -.742 -.965 -1.164 5.556

1983 ......... 3.879 8.030 10.445 9.762 8.284 6.480 3.856 2.334 1.103 .998 .555 7.311

1984 ......... 5.009 9.068 11.465 10.787 9.325 7.542 4.949 3.414 2.266 2.048 2.059 8.397

1985 ......... 6.182 10.430 13.449 13.003 11.683 9.505 6.466 4.575 3.407 2.966 2.471 10.323

1986 ......... 5.825 11.219 15.439 15.407 14.285 11.919 8.469 5.868 4.676 3.715 3.345 12.377

1987 ......... 6.389 12.417 17.401 17.865 16.791 14.367 10.821 7.314 6.140 4.639 3.740 14.527

1988 ......... 6.263 12.865 18.483 19.583 18.925 16.578 13.417 8.440 7.477 4.819 4.913 16.235

1989 ......... 8.163 13.712 19.526 20.966 20.879 19.009 15.940 10.785 8.882 6.838 5.107 18.045

1990 ......... 6.022 13.932 19.769 22.099 22.173 21.073 17.794 13.121 10.213 8.738 6.469 19.368

1991 ......... 6.330 13.702 20.140 22.760 23.483 22.879 19.675 15.548 11.812 10.984 8.285 20.589

1992 ......... 7.287 13.932 20.294 23.304 24.658 24.556 21.920 18.013 13.329 12.011 9.512 21.771

1993 ......... 8.084 13.806 20.295 24.075 25.682 26.183 23.959 21.164 15.705 15.321 10.963 23.024

1994 ......... 6.401 13.607 20.551 24.434 26.346 27.369 26.068 23.167 18.136 16.870 12.989 24.044

1995 ......... 6.738 13.488 20.954 24.660 27.160 28.651 28.041 24.940 20.552 18.510 16.245 25.149

1996 ......... 7.245 13.435 20.681 24.881 27.676 29.564 29.865 26.733 23.318 19.746 19.690 26.064

1997 ......... 7.389 13.477 20.723 25.062 28.058 30.489 31.455 28.933 26.230 22.867 21.234 27.038

1998 ......... 7.908 13.185 20.777 25.198 28.648 31.183 32.701 30.863 28.773 25.048 23.844 27.944

1999 ......... 6.967 13.863 20.712 25.398 28.788 31.535 33.642 32.934 30.751 26.980 25.935 28.674

2000 ......... 6.392 12.880 19.936 24.849 28.435 31.606 34.354 34.488 32.972 29.570 28.979 28.960

2001 ......... 6.557 12.852 19.934 24.845 28.481 31.619 34.352 34.457 33.012 29.584 28.646 29.119

2002 ......... 6.486 12.778 19.925 24.870 28.504 31.630 34.355 34.489 33.071 29.628 28.589 29.263

2003 ......... 6.481 12.830 19.923 24.894 28.509 31.640 34.359 34.491 33.076 29.616 28.470 29.384

2004 ......... 6.501 12.791 19.904 24.895 28.478 31.642 34.362 34.490 33.066 29.595 28.765 29.486

2005 ......... 6.491 12.780 19.914 24.864 28.452 31.658 34.370 34.481 33.002 29.548 28.681 29.564

2006 ......... 6.483 12.764 19.935 24.833 28.455 31.679 34.377 34.474 33.023 29.575 28.558 29.625

2007 ......... 6.477 12.701 19.928 24.807 28.482 31.693 34.380 34.480 33.039 29.605 28.716 29.662

2008 ......... 6.493 12.696 19.947 24.804 28.498 31.692 34.384 34.479 33.036 29.605 28.641 29.677

2009 ......... 6.512 12.686 19.940 24.795 28.490 31.672 34.384 34.473 33.032 29.639 28.722 29.673

2010 ......... 6.515 12.677 19.913 24.809 28.463 31.655 34.396 34.461 33.018 29.573 28.734 29.651
OASI Numbers

95

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B35.—Disabled Children of Retired Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... 2.5 12.4 16.8 19.4 19.0 17.8 14.3 9.2 4.8 1.6 0.8 118.8

1976.......... 2.7 13.4 17.4 20.6 19.9 17.9 14.3 9.2 5.0 1.7 .9 123.0

1977.......... 3.1 14.6 18.5 22.1 21.2 18.1 14.0 9.2 4.9 1.8 .9 128.4

1978.......... 2.9 14.9 19.2 22.8 22.4 18.8 14.0 9.5 5.1 2.1 1.0 132.8

1979.......... 2.8 15.0 20.2 23.5 23.7 19.4 14.2 9.6 5.4 2.2 1.1 137.2

1980.......... 2.9 14.9 21.1 24.3 24.6 19.9 14.3 9.5 5.4 2.4 1.2 140.5

1981.......... 2.7 14.2 21.5 24.6 26.8 21.2 14.4 9.3 5.0 2.5 1.3 143.6

1982.......... 2.5 14.5 21.9 24.8 26.2 21.7 14.6 9.2 5.4 2.4 1.2 144.5

1983.......... 2.7 14.4 22.4 26.0 26.9 22.8 15.0 9.1 5.5 2.5 1.3 148.5

1984.......... 2.8 14.8 23.1 27.1 27.9 23.5 15.1 9.1 5.4 2.5 1.3 152.7

1985.......... 2.7 15.2 23.6 28.4 29.4 24.0 15.4 9.2 5.3 2.5 1.3 157.0

1986.......... 2.7 15.7 24.3 29.7 30.0 25.1 16.0 9.1 5.2 2.5 1.4 161.8

1987.......... 2.5 15.5 24.6 30.7 30.8 26.2 17.0 9.3 5.1 2.5 1.4 165.7

1988.......... 2.3 14.8 24.7 31.4 32.3 26.8 17.9 9.6 5.0 2.5 1.4 168.8

1989.......... 2.0 13.7 24.4 31.9 33.2 28.0 18.3 9.7 5.1 2.5 1.4 170.1

1990.......... 1.9 12.8 24.1 32.6 34.7 29.6 18.5 9.9 5.1 2.5 1.4 173.2

1991.......... 2.0 12.1 23.8 33.2 36.2 30.8 19.4 10.3 5.1 2.5 1.4 176.8

1992.......... 2.2 11.9 23.2 33.8 37.8 31.7 20.7 11.0 5.2 2.5 1.4 181.4

1993.......... 2.3 11.9 22.5 34.1 39.0 33.2 21.4 11.5 5.3 2.4 1.4 184.8

1994.......... 2.1 11.6 21.2 34.0 40.5 34.5 22.3 11.9 5.4 2.3 1.4 187.3

1995.......... 1.9 11.2 20.0 33.6 41.4 36.0 23.5 12.0 5.4 2.4 1.4 188.8

1996.......... 1.8 10.7 19.1 32.6 41.8 37.5 24.4 12.5 5.6 2.3 1.3 189.6

1997.......... 1.7 10.1 18.1 30.9 41.9 38.9 25.1 13.3 6.0 2.3 1.3 189.6

1998.......... 1.6 9.7 17.3 29.3 41.7 40.0 26.2 13.7 6.3 2.3 1.3 189.6

1999.......... 1.7 9.4 16.4 27.4 41.6 41.5 27.3 14.4 6.5 2.3 1.2 189.7

2000.......... 1.9 9.2 15.9 26.4 41.4 43.1 28.6 15.2 6.4 2.3 1.2 191.5

2001.......... 1.9 9.2 15.1 25.4 40.1 43.8 30.2 16.2 6.9 2.5 1.2 192.5

2002.......... 1.8 9.3 14.8 24.5 38.4 44.1 31.6 17.0 7.6 2.8 1.2 193.0

2003.......... 1.9 9.3 14.5 23.6 36.8 44.1 33.0 18.0 8.0 3.0 1.2 193.3

2004.......... 1.9 9.2 14.4 22.7 35.0 43.8 34.2 19.0 8.6 3.2 1.2 193.2

2005.......... 1.9 9.2 14.2 21.8 33.9 42.9 35.2 20.1 9.3 3.2 1.3 192.9

2006.......... 2.0 9.2 14.2 21.2 32.9 41.5 35.6 21.2 9.9 3.4 1.3 192.4

2007.......... 2.0 9.2 14.0 21.1 31.9 40.0 35.7 22.1 10.4 3.8 1.4 191.7

2008.......... 2.1 9.4 13.8 21.1 30.9 38.4 35.6 23.0 11.0 4.0 1.5 190.9

2009.......... 2.1 9.7 13.5 21.2 30.0 36.9 35.3 23.8 11.6 4.3 1.6 190.1

2010.......... 2.1 10.0 13.4 21.2 29.1 36.0 34.5 24.5 12.2 4.6 1.6 189.2
Benefit Payments

96

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B36.—Disabled Children of Deceased Workers With Benefits In Force

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975 ......... 6.4 27.4 28.4 26.8 24.1 24.0 24.9 22.7 18.1 9.0 10.8 222.6

1976 ......... 7.1 28.2 29.7 28.6 25.7 24.9 25.9 23.6 19.7 10.2 12.3 235.9

1977 ......... 7.2 30.2 30.3 30.2 27.3 25.9 26.4 24.9 21.1 11.4 13.7 248.6

1978 ......... 6.7 30.5 31.3 31.0 28.8 26.7 26.3 25.7 21.6 12.8 15.4 256.8

1979 ......... 6.7 30.7 32.6 32.1 30.4 27.4 26.9 26.3 22.8 14.2 17.0 267.2

1980 ......... 6.6 30.8 34.2 33.4 31.8 28.4 27.5 27.4 23.6 15.7 18.9 278.4

1981 ......... 5.7 29.5 35.7 35.2 33.8 30.2 28.4 27.7 25.7 17.8 21.4 291.1

1982 ......... 5.8 30.0 36.9 35.6 35.7 31.9 29.3 28.9 26.0 19.2 23.1 302.6

1983 ......... 6.3 29.8 38.0 37.0 37.2 34.0 30.7 29.2 27.1 20.9 25.1 315.4

1984 ......... 6.5 31.0 38.9 39.0 38.9 36.4 31.8 30.1 27.9 22.7 27.3 330.5

1985 ......... 6.7 32.0 39.9 41.3 40.7 38.1 33.0 30.8 29.1 23.6 30.1 345.2

1986 ......... 6.7 32.9 41.3 43.3 42.3 40.3 35.0 31.6 29.8 24.3 33.0 360.4

1987 ......... 6.3 33.0 41.8 45.3 43.8 42.7 37.1 32.7 30.3 25.5 35.9 374.4

1988 ......... 5.9 32.3 42.1 46.9 45.6 44.5 39.4 34.0 30.4 26.5 38.7 386.4

1989 ......... 5.5 30.9 43.2 48.5 48.0 46.8 41.9 35.1 31.2 27.1 41.5 399.8

1990 ......... 5.5 29.8 43.3 49.8 50.6 48.9 43.8 36.4 31.7 28.1 44.3 412.2

1991 ......... 5.5 29.2 42.9 51.3 52.9 50.5 46.4 38.4 32.5 28.6 47.0 425.1

1992 ......... 6.2 29.7 42.8 52.1 55.5 52.3 49.1 40.7 33.5 28.8 49.9 440.6

1993 ......... 6.5 30.5 42.5 52.8 57.9 54.8 51.2 43.4 35.0 28.9 52.6 456.0

1994 ......... 6.4 30.9 41.3 54.0 59.8 57.5 53.8 45.9 35.9 29.7 54.9 470.0

1995 ......... 6.3 31.1 40.4 54.0 61.7 60.7 56.5 47.8 37.3 30.2 57.5 483.5

1996 ......... 6.0 30.8 39.9 53.3 63.5 63.5 58.4 50.6 39.4 30.7 59.7 495.8

1997 ......... 5.6 30.4 39.3 52.3 64.0 66.6 60.5 53.6 41.8 31.6 61.4 507.1

1998 ......... 5.4 30.0 39.0 50.8 64.3 69.4 63.5 55.7 44.4 32.9 62.5 518.0

1999 ......... 5.6 29.3 38.5 48.7 65.1 71.5 66.5 58.6 46.5 33.8 64.2 528.3

2000 ......... 5.9 28.9 37.2 47.0 64.4 73.3 70.0 61.4 48.4 35.0 65.7 537.2

2001 ......... 6.0 28.7 36.2 45.8 62.8 74.9 73.2 63.5 51.1 36.8 67.3 546.3

2002 ......... 5.8 28.7 35.6 44.7 61.2 75.1 76.3 65.7 53.9 39.0 69.0 554.9

2003 ......... 5.9 28.6 35.0 43.9 59.2 74.9 79.0 68.5 55.9 41.2 71.0 563.2

2004 ......... 6.1 28.5 34.5 42.9 56.8 75.2 81.1 71.5 58.6 43.1 72.8 571.1

2005 ......... 6.1 28.5 34.3 41.7 55.1 74.2 83.0 74.9 61.3 44.7 74.9 578.5

2006 ......... 6.2 28.7 34.0 40.7 53.8 72.3 84.3 78.0 63.2 47.1 77.3 585.7

2007 ......... 6.4 28.8 33.7 40.3 52.5 70.3 84.3 81.2 65.1 49.6 80.2 592.5

2008 ......... 6.6 29.4 33.3 40.1 51.5 68.2 83.8 83.8 67.7 51.5 83.2 599.1

2009 ......... 6.7 30.3 32.9 39.8 50.3 65.6 83.9 85.8 70.4 53.9 85.9 605.5

2010 ......... 6.6 31.1 32.9 39.8 49.0 63.9 82.5 87.5 73.5 56.2 88.5 611.4
OASI Numbers

97

Sources:

• Historical figures computed by dividing the number of awards by the uninsured population less the number already in force.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B37.—Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population

(By age, calendar years 1975-2010)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... 0.229 0.051 0.045 0.036 0.041 0.032 0.025 0.020 0.015 0.010 0.004 0.044

1976.......... .219 .054 .054 .035 .041 .036 .026 .020 .014 .010 .004 .045

1977.......... .213 .056 .054 .036 .042 .037 .030 .019 .017 .009 .004 .046

1978.......... .225 .057 .052 .032 .036 .024 .022 .012 .012 .007 .003 .042

1979.......... .258 .066 .055 .042 .041 .034 .024 .018 .014 .008 .004 .047

1980.......... .254 .077 .057 .042 .044 .035 .024 .018 .014 .007 .004 .048

1981.......... .230 .077 .061 .047 .027 .025 .026 .021 .021 .007 .005 .046

1982.......... .204 .051 .045 .041 .045 .033 .023 .019 .010 .011 .008 .042

1983.......... .205 .064 .058 .043 .042 .029 .021 .021 .013 .008 .005 .045

1984.......... .188 .074 .063 .052 .044 .035 .033 .022 .015 .008 .006 .049

1985.......... .188 .077 .068 .049 .036 .035 .030 .024 .016 .010 .005 .049

1986.......... .181 .086 .073 .050 .039 .030 .030 .025 .016 .010 .006 .049

1987.......... .168 .078 .069 .049 .039 .035 .030 .023 .015 .009 .006 .047

1988.......... .167 .075 .070 .051 .044 .037 .032 .024 .016 .009 .005 .048

1989.......... .169 .071 .069 .051 .045 .038 .034 .027 .017 .009 .006 .048

1990.......... .166 .074 .074 .055 .047 .040 .036 .026 .017 .010 .006 .048

1991.......... .162 .077 .081 .056 .051 .044 .036 .028 .019 .010 .006 .050

1992.......... .160 .094 .092 .064 .056 .048 .040 .030 .020 .011 .006 .056

1993.......... .150 .089 .094 .071 .058 .049 .042 .032 .020 .011 .006 .057

1994.......... .143 .078 .083 .072 .059 .053 .044 .034 .022 .013 .006 .055

1995.......... .145 .075 .076 .071 .060 .055 .045 .035 .023 .012 .006 .055

1996.......... .143 .069 .072 .068 .061 .056 .045 .036 .022 .012 .006 .053

1997.......... .140 .069 .068 .063 .060 .056 .047 .039 .024 .013 .005 .051

1998.......... .138 .069 .070 .063 .064 .061 .052 .040 .027 .014 .004 .051

1999.......... .140 .072 .075 .067 .069 .062 .056 .041 .027 .014 .004 .053

2000.......... .144 .073 .077 .072 .073 .066 .060 .045 .029 .014 .004 .056

2001.......... .141 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2002.......... .142 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2003.......... .142 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2004.......... .141 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2005.......... .142 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2006.......... .142 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2007.......... .142 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2008.......... .142 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2009.......... .141 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054

2010.......... .141 .072 .075 .069 .070 .064 .057 .043 .028 .014 .004 .054
Benefit Payments

98

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to population.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B38.—Awards to Disabled Children of Deceased Workers

(By age, calendar years 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975 ......... 8.7 3.5 2.5 1.9 2.0 1.4 1.1 0.9 0.6 0.4 0.2 23.3

1976 ......... 8.6 3.8 2.8 2.0 2.0 1.5 1.1 .9 .6 .4 .2 24.0

1977 ......... 8.4 4.1 2.8 2.1 2.2 1.6 1.3 .8 .7 .3 .2 24.5

1978 ......... 8.1 3.9 2.7 1.9 1.9 1.1 .9 .5 .5 .3 .1 21.8

1979 ......... 8.1 4.0 2.8 2.5 2.1 1.4 .9 .8 .6 .3 .2 23.7

1980 ......... 7.7 4.2 2.8 2.5 2.2 1.5 .9 .7 .6 .3 .2 23.6

1981 ......... 7.2 4.2 2.8 2.6 1.5 1.1 1.0 .8 .8 .3 .2 22.5

1982 ......... 6.8 3.0 2.1 2.3 2.4 1.4 .9 .7 .4 .4 .4 20.7

1983 ......... 7.2 4.0 2.7 2.3 2.2 1.2 .8 .8 .5 .3 .2 22.2

1984 ......... 6.6 4.9 3.0 2.8 2.4 1.5 1.2 .8 .6 .3 .3 24.3

1985 ......... 6.4 4.9 3.3 2.6 1.9 1.5 1.0 .8 .6 .4 .2 23.7

1986 ......... 6.0 5.1 3.5 2.6 2.0 1.4 1.1 .8 .6 .4 .3 23.7

1987 ......... 5.6 4.4 3.2 2.6 2.0 1.6 1.1 .8 .5 .4 .3 22.5

1988 ......... 5.6 4.1 3.3 2.8 2.3 1.7 1.2 .8 .5 .4 .2 22.8

1989 ......... 5.4 3.8 3.1 2.8 2.3 1.8 1.3 .9 .6 .4 .3 22.5

1990 ......... 4.8 3.8 3.2 3.0 2.4 1.9 1.3 .9 .6 .4 .3 22.4

1991 ......... 4.7 4.0 3.2 3.0 2.6 2.0 1.4 .9 .6 .4 .3 23.0

1992 ......... 4.8 5.0 3.5 3.3 2.9 2.1 1.5 1.0 .6 .4 .3 25.4

1993 ......... 4.8 4.9 3.5 3.5 3.0 2.1 1.6 1.1 .6 .4 .3 25.7

1994 ......... 4.7 4.3 3.1 3.3 3.0 2.3 1.7 1.1 .7 .4 .3 24.9

1995 ......... 4.8 4.0 2.9 3.2 3.0 2.4 1.8 1.1 .7 .4 .3 24.5

1996 ......... 4.7 3.7 2.6 2.9 3.0 2.5 1.7 1.2 .7 .4 .3 23.6

1997 ......... 4.7 3.6 2.5 2.7 2.9 2.5 1.8 1.3 .7 .4 .3 23.4

1998 ......... 4.7 3.6 2.4 2.6 3.0 2.8 2.0 1.3 .8 .4 .3 24.1

1999 ......... 4.8 3.8 2.5 2.7 3.2 2.9 2.1 1.4 .9 .4 .3 25.0

2000 ......... 4.9 3.9 2.5 2.8 3.3 3.1 2.3 1.6 .9 .5 .3 26.0

2001 ......... 4.8 3.7 2.4 2.6 3.0 2.9 2.3 1.5 .9 .4 .3 24.9

2002 ......... 4.8 3.6 2.4 2.5 2.9 2.9 2.3 1.5 .9 .5 .3 24.6

2003 ......... 4.9 3.6 2.4 2.5 2.8 2.8 2.3 1.5 .9 .5 .3 24.5

2004 ......... 5.0 3.5 2.5 2.4 2.8 2.7 2.4 1.5 1.0 .5 .3 24.4

2005 ......... 5.0 3.5 2.5 2.3 2.7 2.7 2.4 1.5 1.0 .5 .3 24.3

2006 ......... 5.1 3.5 2.4 2.3 2.7 2.6 2.3 1.5 1.0 .5 .3 24.3

2007 ......... 5.3 3.5 2.4 2.3 2.6 2.5 2.3 1.5 1.0 .5 .3 24.3

2008 ......... 5.5 3.6 2.3 2.4 2.6 2.5 2.2 1.6 1.0 .5 .3 24.4

2009 ......... 5.5 3.8 2.3 2.4 2.5 2.4 2.2 1.6 1.0 .5 .3 24.5

2010 ......... 5.4 3.9 2.3 2.5 2.5 2.4 2.1 1.6 1.0 .6 .3 24.5
OASI Numbers

99

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B39.—Disabled Children of Deceased Workers With Benefits Withheld

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... (1) 0.7 1.0 0.7 0.5 0.3 0.1 0.1 (1) (1) (1) 3.3

1976.......... 0.1 .8 1.1 .8 .6 .4 .2 .1 0.1 (1) (1) 4.2

1977.......... (1) .7 .9 .6 .4 .3 .1 (1) (1) (1) (1) 2.8

1978.......... (1) .5 .8 .5 .3 .1 (1) (1) (1) (1) (1) 1.2

1979.......... (1) .5 .8 .5 .3 .1 (1) (1) (1) (1) (1) 1.3

1980.......... (1) .5 .9 .5 .4 .2 (1) (1) (1) (1) (1) 1.7

1981.......... (1) .8 1.3 .9 .7 .5 .2 .1 (1) (1) (1) 4.4

1982.......... (1) .8 1.3 .9 .8 .5 .2 .1 (1) (1) (1) 4.7

1983.......... .1 .9 1.5 1.1 .9 .6 .3 .2 .1 0.1 (1) 5.7

1984.......... .1 1.1 1.7 1.4 1.2 .9 .5 .4 .3 .2 0.2 8.0

1985.......... .1 1.3 1.9 1.7 1.4 1.1 .7 .5 .4 .2 .2 9.4

1986.......... .1 1.5 2.3 2.1 1.8 1.4 .9 .6 .5 .3 .3 11.8

1987.......... .2 1.6 2.6 2.7 2.2 1.8 1.2 .7 .5 .4 .4 14.2

1988.......... .2 1.8 2.9 3.2 2.6 2.1 1.5 .9 .6 .4 .4 16.7

1989.......... .2 1.9 3.3 3.6 3.2 2.6 1.9 1.1 .8 .5 .5 19.6

1990.......... .2 1.8 3.5 4.1 3.7 3.0 2.2 1.3 .9 .7 .7 22.1

1991.......... .1 1.8 3.6 4.5 4.2 3.5 2.6 1.6 1.0 .7 .8 24.6

1992.......... .2 1.8 3.6 4.7 4.8 3.9 3.1 2.0 1.2 .8 .9 27.0

1993.......... .2 1.9 3.6 4.9 5.4 4.5 3.6 2.4 1.4 .9 1.1 29.9

1994.......... .2 1.9 3.6 5.2 5.9 5.2 4.1 2.8 1.6 1.1 1.3 33.0

1995.......... .2 2.1 3.7 5.5 6.6 6.0 4.8 3.3 1.9 1.3 1.5 36.9

1996.......... .3 2.3 4.0 5.8 7.2 6.8 5.4 3.8 2.4 1.5 1.8 41.2

1997.......... .2 2.3 4.0 5.8 7.6 7.7 6.1 4.6 2.9 1.6 2.1 45.0

1998.......... .2 2.4 4.1 6.0 8.0 8.6 7.0 5.2 3.4 1.9 2.4 49.2

1999.......... .2 2.4 4.3 5.9 8.4 9.3 8.0 5.9 3.9 2.2 2.7 53.4

2000.......... .2 2.4 4.1 5.7 8.4 10.0 8.9 6.8 4.5 2.6 3.2 56.8

2001.......... .2 2.3 4.0 5.6 8.2 10.2 9.3 7.1 4.7 2.7 3.2 57.6

2002.......... .2 2.3 4.0 5.4 8.0 10.3 9.7 7.3 5.0 2.9 3.3 58.3

2003.......... .2 2.3 3.9 5.3 7.7 10.2 10.0 7.6 5.2 3.0 3.4 59.0

2004.......... .2 2.3 3.8 5.2 7.4 10.3 10.3 8.0 5.4 3.2 3.5 59.6

2005.......... .2 2.3 3.8 5.1 7.2 10.1 10.5 8.3 5.7 3.3 3.6 60.1

2006.......... .2 2.3 3.8 4.9 7.0 9.9 10.7 8.7 5.9 3.4 3.7 60.6

2007.......... .2 2.3 3.8 4.9 6.8 9.6 10.7 9.0 6.0 3.6 3.9 60.9

2008.......... .2 2.4 3.7 4.9 6.7 9.3 10.6 9.3 6.3 3.8 4.0 61.2

2009.......... .2 2.4 3.7 4.8 6.5 9.0 10.6 9.5 6.5 3.9 4.2 61.5

2010.......... .2 2.5 3.7 4.8 6.4 8.7 10.5 9.7 6.8 4.1 4.3 61.7

1 Fewer than 50.
Benefit Payments

100

Sources:

• Historical figures computed by dividing the number withheld by number in force.

• Future figures projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B40.—Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of Disabled Children In Force

(By age, as of December 31, 1975-2010)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975 ......... 0.466 2.515 3.417 2.467 1.933 1.397 0.571 0.304 -0.017 -0.178 -0.389 1.484

1976 ......... .785 2.830 3.726 2.773 2.249 1.719 .889 .627 .315 .157 -.057 1.784

1977 ......... .139 2.192 3.092 2.138 1.621 1.074 .235 -.028 -.351 -.482 -.692 1.129

1978 ......... -.491 1.558 2.469 1.505 .974 .434 -.399 -.666 -.988 -1.157 -1.352 .480

1979 ......... -.446 1.604 2.509 1.544 1.015 .470 -.364 -.635 -.959 -1.101 -1.326 .504

1980 ......... -.361 1.707 2.610 1.642 1.118 .577 -.258 -.528 -.843 -1.000 -1.208 .597

1981 ......... .595 2.637 3.540 2.580 2.051 1.511 .687 .419 .109 -.056 -.266 1.513

1982 ......... .650 2.697 3.586 2.636 2.115 1.574 .746 .484 .169 .016 -.199 1.562

1983 ......... .915 2.939 3.834 2.883 2.360 1.822 1.003 .735 .428 .263 .060 1.796

1984 ......... 1.542 3.564 4.449 3.505 2.987 2.452 1.637 1.371 1.046 .850 .659 2.406

1985 ......... 2.021 3.963 4.850 4.027 3.554 2.877 1.973 1.488 1.215 1.016 .634 2.733

1986 ......... 1.920 4.461 5.506 4.959 4.295 3.589 2.549 1.848 1.512 1.190 .789 3.262

1987 ......... 2.715 4.888 6.126 5.941 4.975 4.130 3.145 2.239 1.806 1.472 1.006 3.783

1988 ......... 2.736 5.537 6.832 6.750 5.705 4.795 3.900 2.752 2.133 1.666 1.127 4.329

1989 ......... 2.987 6.042 7.649 7.495 6.655 5.494 4.469 3.158 2.403 2.014 1.286 4.890

1990 ......... 2.875 6.195 8.072 8.195 7.346 6.183 5.060 3.631 2.807 2.434 1.490 5.360

1991 ......... 2.668 6.322 8.466 8.706 7.987 6.890 5.657 4.169 3.189 2.610 1.678 5.783

1992 ......... 2.853 6.040 8.483 8.942 8.646 7.443 6.304 4.842 3.659 2.916 1.890 6.134

1993 ......... 3.392 6.141 8.542 9.255 9.270 8.248 6.951 5.490 4.126 3.253 2.108 6.563

1994 ......... 3.548 6.256 8.721 9.665 9.828 9.056 7.675 6.075 4.551 3.654 2.345 7.017

1995 ......... 3.616 6.659 9.175 10.163 10.682 9.821 8.523 6.872 5.188 4.192 2.667 7.628

1996 ......... 4.421 7.506 9.964 10.790 11.344 10.715 9.307 7.603 6.023 4.786 2.956 8.309

1997 ......... 4.270 7.563 10.282 11.153 11.931 11.548 10.101 8.548 6.838 5.192 3.364 8.872

1998 ......... 3.918 8.059 10.431 11.720 12.446 12.401 11.065 9.322 7.663 5.914 3.812 9.502

1999 ......... 3.921 8.275 11.096 12.151 12.915 13.071 12.024 10.149 8.481 6.544 4.248 10.110

2000 ......... 3.598 8.149 11.140 12.131 13.006 13.667 12.717 11.115 9.268 7.320 4.828 10.566

2001 ......... 3.649 8.151 11.133 12.138 13.011 13.668 12.713 11.120 9.272 7.328 4.807 10.543

2002 ......... 3.629 8.114 11.132 12.140 13.013 13.665 12.714 11.137 9.274 7.336 4.802 10.513

2003 ......... 3.627 8.115 11.138 12.139 13.018 13.663 12.712 11.138 9.278 7.340 4.806 10.477

2004 ......... 3.635 8.121 11.129 12.133 13.014 13.667 12.704 11.139 9.276 7.322 4.797 10.437

2005 ......... 3.631 8.091 11.130 12.135 13.010 13.663 12.699 11.135 9.264 7.307 4.810 10.393

2006 ......... 3.628 8.083 11.136 12.137 13.009 13.660 12.694 11.130 9.267 7.326 4.824 10.342

2007 ......... 3.626 8.058 11.131 12.132 13.010 13.659 12.690 11.135 9.271 7.338 4.841 10.284

2008 ......... 3.632 8.054 11.136 12.135 13.013 13.661 12.684 11.126 9.273 7.330 4.860 10.222

2009 ......... 3.640 8.042 11.133 12.139 13.012 13.664 12.684 11.115 9.274 7.324 4.863 10.159

2010 ......... 3.641 8.031 11.129 12.137 13.011 13.665 12.680 11.111 9.272 7.306 4.862 10.097
OASI Numbers

101

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B41.—Disabled Children of Deceased Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1975-2010)

[In thousands]

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65 or older Total

1975.......... 6.4 26.7 27.5 26.2 23.6 23.6 24.7 22.6 18.1 9.0 10.8 219.3

1976.......... 7.1 27.4 28.6 27.8 25.1 24.5 25.6 23.5 19.6 10.2 12.3 231.7

1977.......... 7.2 29.5 29.4 29.5 26.9 25.6 26.3 24.9 21.1 11.5 13.8 245.8

1978.......... 6.8 30.1 30.5 30.5 28.5 26.6 26.4 25.8 21.8 12.9 15.6 255.5

1979.......... 6.8 30.2 31.7 31.6 30.1 27.3 27.0 26.5 23.1 14.3 17.3 265.9

1980.......... 6.7 30.3 33.3 32.8 31.4 28.3 27.6 27.6 23.8 15.9 19.1 276.7

1981.......... 5.7 28.7 34.5 34.3 33.1 29.7 28.2 27.6 25.7 17.8 21.5 286.7

1982.......... 5.8 29.2 35.6 34.7 34.9 31.4 29.1 28.8 25.9 19.2 23.2 297.9

1983.......... 6.3 28.9 36.6 36.0 36.3 33.3 30.4 29.0 27.0 20.8 25.1 309.7

1984.......... 6.4 29.9 37.1 37.6 37.7 35.5 31.3 29.7 27.6 22.5 27.1 322.5

1985.......... 6.5 30.7 37.9 39.6 39.2 37.0 32.4 30.3 28.7 23.4 29.9 335.8

1986.......... 6.5 31.4 39.1 41.2 40.4 38.9 34.1 31.0 29.4 24.0 32.7 348.6

1987.......... 6.1 31.4 39.3 42.6 41.6 41.0 35.9 31.9 29.7 25.1 35.5 360.2

1988.......... 5.7 30.5 39.2 43.7 43.0 42.4 37.9 33.1 29.8 26.1 38.3 369.7

1989.......... 5.3 29.1 39.9 44.8 44.8 44.2 40.0 34.0 30.5 26.5 41.0 380.2

1990.......... 5.3 27.9 39.8 45.8 46.9 45.9 41.6 35.1 30.9 27.4 43.6 390.1

1991.......... 5.4 27.3 39.2 46.8 48.7 47.0 43.7 36.8 31.4 27.9 46.2 400.5

1992.......... 6.0 27.9 39.1 47.4 50.7 48.4 46.0 38.8 32.3 28.0 48.9 413.6

1993.......... 6.3 28.6 38.8 47.9 52.5 50.3 47.6 41.0 33.6 28.0 51.4 426.1

1994.......... 6.2 29.0 37.7 48.7 53.9 52.3 49.6 43.1 34.3 28.6 53.6 437.0

1995.......... 6.1 29.0 36.7 48.5 55.1 54.7 51.6 44.5 35.4 28.9 56.0 446.6

1996.......... 5.8 28.5 35.9 47.6 56.3 56.7 52.9 46.7 37.1 29.3 57.9 454.6

1997.......... 5.4 28.1 35.2 46.4 56.4 58.9 54.4 49.0 39.0 30.0 59.4 462.1

1998.......... 5.2 27.6 35.0 44.9 56.3 60.8 56.4 50.5 41.0 31.0 60.1 468.8

1999.......... 5.4 26.9 34.2 42.8 56.7 62.1 58.5 52.6 42.5 31.6 61.5 474.9

2000.......... 5.7 26.6 33.0 41.3 56.0 63.3 61.1 54.6 43.9 32.4 62.5 480.4

2001.......... 5.8 26.4 32.1 40.3 54.7 64.7 63.9 56.5 46.3 34.1 64.0 488.7

2002.......... 5.6 26.4 31.6 39.3 53.2 64.8 66.6 58.4 48.9 36.1 65.7 496.6

2003.......... 5.7 26.2 31.1 38.6 51.5 64.7 69.0 60.9 50.7 38.2 67.6 504.2

2004.......... 5.8 26.2 30.7 37.7 49.4 64.9 70.8 63.5 53.2 39.9 69.3 511.5

2005.......... 5.9 26.2 30.5 36.7 47.9 64.0 72.4 66.6 55.6 41.4 71.3 518.4

2006.......... 6.0 26.4 30.2 35.8 46.8 62.4 73.6 69.3 57.3 43.6 73.6 525.1

2007.......... 6.2 26.5 30.0 35.4 45.7 60.7 73.6 72.1 59.0 46.0 76.3 531.6

2008.......... 6.4 27.1 29.6 35.2 44.8 58.9 73.2 74.5 61.4 47.7 79.2 537.9

2009.......... 6.4 27.8 29.3 34.9 43.8 56.6 73.2 76.3 63.9 49.9 81.8 543.9

2010.......... 6.3 28.6 29.2 34.9 42.6 55.1 72.1 77.8 66.7 52.1 84.2 549.7
Benefit Payments

102

Sources:

• Historical figures from SSA administrative records; future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

• Historical award rates computed by dividing the number of awards by the population age 18-20, less the number already in force; future rates projected based on historical trend

and judgment.

• Historical award figures from SSA administrative records; future figures computed by applying award rate to population age 18-20 less the number of student children already in

force.

• Historical termination figures estimated from SSA administrative records; future figures computed by applying termination rate to number in force.

• Historical percent withheld figures computed by dividing number withheld by number in force; future figures projected based on historical trends.

• Historical withheld figures estimated from SSA administrative records; future figures computed by applying withheld rate to number in force.

• Historical in current-payment status figures from SSA administrative records; future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B42.—Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1975-2010)

[Numbers in thousands]

Year

In force

beginning

of period

Awards

Number of gross

terminations

In force

end of period

Withheld

In currentpayment status,

end of period

Percent of

population

age 18-20 Number

Percent of

in force Number

1975 .................. 130.0 0.74 95.6 81.4 144.1 7.60 11.0 133.2

1976 .................. 144.1 .82 108.2 98.3 154.0 6.18 9.5 144.5

1977 .................. 154.0 .87 115.5 108.2 161.3 .52 .8 160.5

1978 .................. 161.3 .80 105.7 100.9 166.1 8.86 14.7 151.4

1979 .................. 166.1 .89 117.1 118.3 164.9 9.71 16.0 148.9

1980 .................. 164.9 .92 120.4 113.6 171.6 16.47 28.3 143.4

1981 .................. 171.6 .86 111.2 105.8 177.1 15.92 28.2 148.9

1982 .................. 177.1 .68 86.6 149.9 113.7 20.22 23.0 90.7

1983 .................. 113.7 .38 47.5 95.0 66.2 19.61 13.0 53.3

1984 .................. 66.2 .33 39.3 67.9 37.7 23.46 8.8 28.8

1985 .................. 37.7 .29 33.4 53.0 18.1 18.20 3.3 14.8

1986 .................. 18.1 .27 30.7 31.7 17.1 24.02 4.1 13.0

1987 .................. 17.1 .26 29.6 30.3 16.4 27.91 4.6 11.9

1988 .................. 16.4 .27 32.1 30.3 18.2 25.40 4.6 13.6

1989 .................. 18.2 .23 27.2 28.4 17.1 26.16 4.5 12.6

1990 .................. 17.1 .23 26.2 26.4 16.8 27.33 4.6 12.2

1991 .................. 16.8 .23 24.4 24.8 16.4 24.84 4.1 12.3

1992 .................. 16.4 .23 23.7 23.6 16.5 29.24 4.8 11.7

1993 .................. 16.5 .23 23.6 23.4 16.7 30.48 5.1 11.6

1994 .................. 16.7 .22 22.9 22.9 16.7 31.52 5.3 11.4

1995 .................. 16.7 .21 22.1 22.2 16.6 34.53 5.7 10.9

1996 .................. 16.6 .20 22.2 22.1 16.8 35.12 5.9 10.9

1997 .................. 16.8 .20 23.0 22.8 17.0 33.44 5.7 11.3

1998 .................. 17.0 .20 22.6 22.7 16.9 37.15 6.3 10.6

1999 .................. 16.9 .19 22.2 22.9 16.2 30.37 4.9 11.3

2000 .................. 16.2 .20 24.2 23.1 17.3 33.82 5.9 11.5

2001 .................. 17.3 .19 23.3 23.7 16.9 34.27 5.8 11.1

2002 .................. 16.9 .19 23.3 23.3 17.0 34.25 5.8 11.2

2003 .................. 17.0 .20 23.7 23.5 17.2 34.05 5.9 11.4

2004 .................. 17.2 .20 23.8 23.8 17.3 34.07 5.9 11.4

2005 .................. 17.3 .19 24.0 23.9 17.4 34.05 5.9 11.5

2006 .................. 17.4 .20 24.5 24.2 17.7 33.88 6.0 11.7

2007 .................. 17.7 .20 25.2 24.7 18.2 33.58 6.1 12.1

2008 .................. 18.2 .20 25.7 25.4 18.5 33.47 6.2 12.3

2009 .................. 18.5 .20 25.8 25.7 18.6 33.72 6.3 12.3

2010 .................. 18.6 .19 25.6 25.7 18.5 34.12 6.3 12.2
OASI Numbers

103

Sources:

• Historical figures from SSA administrative records; future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

• Historical award rates computed by dividing the number of awards by the population age 18-20, less the number already in force; future rates projected based on historical trend

and judgment.

• Historical award figures from SSA administrative records; future figures computed by applying award rate to population age 18-20 less the number of student children already in

force.

• Historical termination figures estimated from SSA administrative records; future figures computed by applying termination rate to number in force.

• Historical percent withheld figures computed by dividing number withheld by number in force; future figures projected based on historical trends.

• Historical withheld figures estimated from SSA administrative records; future figures computed by applying withheld rate to number in force.

• Historical in current-payment status figures from SSA administrative records; future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B43.—Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1975-2010)

[Numbers in thousands]

Year

In force

beginning

of period

Awards

Number of gross

terminations

In force

end of period

Withheld

In currentpayment status,

end of period

Percent of

population

age 18-20 Number

Percent of

in force Number

1975................... 466.9 2.27 289.9 242.4 514.4 4.00 20.6 493.8

1976................... 514.4 2.39 309.3 284.7 539.0 2.92 15.7 523.3

1977................... 539.0 2.52 326.9 327.0 538.9 1.99 10.7 528.2

1978................... 538.9 2.35 305.9 309.1 535.6 7.17 38.4 497.3

1979................... 535.6 2.38 310.2 321.0 524.8 7.69 40.4 484.5

1980................... 524.8 2.46 317.1 307.6 534.4 15.84 84.6 449.7

1981................... 534.4 2.43 309.6 306.0 537.9 13.97 75.2 462.7

1982................... 537.9 2.13 267.6 433.0 372.5 17.80 66.3 306.2

1983................... 372.5 1.46 179.7 324.9 227.3 16.37 37.2 190.1

1984................... 227.3 1.30 155.1 243.4 139.0 19.30 26.8 112.2

1985................... 139.0 1.18 135.2 205.7 68.5 16.46 11.3 57.3

1986................... 68.5 1.10 125.6 129.6 64.6 21.16 13.7 50.9

1987................... 64.6 1.07 122.7 125.5 61.8 24.10 14.9 46.9

1988................... 61.8 1.14 133.9 123.8 71.9 20.05 14.4 57.5

1989................... 71.9 1.02 119.5 123.8 67.6 20.55 13.9 53.7

1990................... 67.6 1.01 113.8 115.2 66.2 20.06 13.3 52.9

1991................... 66.2 1.02 109.0 108.6 66.6 17.18 11.4 55.1

1992................... 66.6 1.04 108.1 106.0 68.7 22.15 15.2 53.5

1993................... 68.7 1.06 109.4 108.1 70.0 22.82 16.0 54.0

1994................... 70.0 1.01 106.0 107.4 68.6 24.30 16.7 52.0

1995................... 68.6 .98 104.8 103.9 69.6 26.50 18.4 51.2

1996................... 69.6 .98 107.0 105.5 71.2 26.63 18.9 52.2

1997................... 71.2 1.00 112.6 110.0 73.7 25.97 19.1 54.5

1998................... 73.7 .97 112.1 111.9 73.9 30.11 22.3 51.6

1999................... 73.9 .95 112.0 114.7 71.2 21.28 15.2 56.1

2000................... 71.2 .93 111.8 111.9 71.1 27.52 19.6 51.6

2001................... 71.1 .93 112.0 111.2 71.9 27.33 19.7 52.3

2002................... 71.9 .93 112.3 111.9 72.3 27.45 19.8 52.5

2003................... 72.3 .94 114.0 112.9 73.4 27.32 20.1 53.3

2004................... 73.4 .94 114.8 114.4 73.8 27.34 20.2 53.6

2005................... 73.8 .94 115.7 115.0 74.4 27.35 20.3 54.0

2006................... 74.4 .94 117.7 116.4 75.7 27.24 20.6 55.0

2007................... 75.7 .95 121.0 118.9 77.7 27.03 21.0 56.7

2008................... 77.7 .95 123.8 122.1 79.3 26.96 21.4 57.9

2009................... 79.3 .94 124.3 124.0 79.6 27.15 21.6 58.0

2010................... 79.6 .93 123.2 123.7 79.1 27.45 21.7 57.4
Benefit Payments

104

Sources:

• End of year number of children shown earlier.

• Historical excess of June 30th number over average of December 31st numbers calculated using June 30th data from 1-A Table In Force Supplement.

• Future excess of June 30th number over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

• Children of retired workers as a percent of male retired workers are calculated using numbers of children and numbers of male retired workers shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B44.—Children of Retired Workers With Benefits In Force 

and as a Percent of Male Retired Workers In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar

period

Minor children Disabled children Student children Total children

Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers

1975 ............. 404.8 4.214 ... 122.1 1.271 ... 144.1 1.500 ... 671.1 6.985

1976 ............. 398.6 4.057 ... 126.1 1.284 ... 154.0 1.568 ... 678.7 6.909

1977 ............. 411.2 4.072 ... 130.7 1.294 ... 161.3 1.597 ... 703.2 6.963

1978 ............. 392.4 3.812 ... 137.5 1.336 ... 166.1 1.614 ... 696.0 6.762

1979 ............. 378.2 3.578 ... 141.4 1.338 ... 164.9 1.560 ... 684.5 6.476

1980 ............. 366.0 3.380 ... 145.1 1.340 ... 171.6 1.585 ... 682.7 6.304

1981 ............. 350.7 3.160 ... 148.2 1.335 ... 177.1 1.595 ... 676.0 6.090

1982 ............. 337.4 2.968 ... 153.0 1.346 ... 113.7 1.001 ... 604.0 5.315

1983 ............. 326.3 2.802 ... 160.2 1.375 ... 66.2 .569 ... 552.7 4.746

1984 ............. 312.1 2.630 ... 166.7 1.404 ... 37.7 .317 ... 516.5 4.352

1985 ............. 301.2 2.486 ... 175.1 1.445 ... 18.1 .149 ... 494.4 4.081

1986 ............. 294.1 2.374 ... 184.6 1.490 ... 17.1 .138 ... 495.8 4.002

1987 ............. 283.7 2.247 ... 193.8 1.535 ... 16.4 .130 ... 494.0 3.913

1988 ............. 272.1 2.123 ... 201.5 1.573 ... 18.2 .142 ... 491.7 3.838

1989 ............. 262.2 2.012 ... 207.6 1.593 ... 17.1 .131 ... 486.8 3.736

1990 ............. 259.3 1.957 ... 214.8 1.621 ... 16.8 .127 ... 490.9 3.705

1991 ............. 257.9 1.913 ... 222.7 1.652 ... 16.4 .122 ... 497.0 3.687

1992 ............. 261.0 1.903 ... 231.9 1.691 ... 16.5 .120 ... 509.4 3.714

1993 ............. 262.8 1.892 ... 240.1 1.729 ... 16.7 .120 ... 519.7 3.741

1994 ............. 264.6 1.885 ... 246.6 1.757 ... 16.7 .119 ... 527.8 3.761

1995 ............. 265.8 1.877 ... 252.2 1.780 ... 16.6 .117 ... 534.6 3.774

1996 ............. 266.2 1.866 ... 256.4 1.797 ... 16.8 .117 ... 539.4 3.781

1997 ............. 264.4 1.841 ... 259.9 1.810 ... 17.0 .118 ... 541.3 3.770

1998 ............. 263.5 1.825 ... 263.1 1.822 ... 16.9 .117 ... 543.5 3.764

1999 ............. 266.4 1.830 ... 266.0 1.827 ... 16.2 .112 ... 548.6 3.769

2000 ............. 279.5 1.883 ... 269.6 1.816 ... 17.3 .117 ... 566.4 3.815

2001-II ......... 285.8 1.918 0.012 270.3 1.814 -0.001 19.4 .130 0.134 575.5 3.863

2001-IV........ 285.4 1.910 ... 271.6 1.817 ... 16.9 .113 ... 573.9 3.840

2002-II ......... 291.4 1.939 .012 272.0 1.810 -.001 19.2 .128 .134 582.6 3.877

2002-IV........ 290.5 1.925 ... 272.9 1.808 ... 17.0 .113 ... 580.4 3.846

2003-II ......... 296.2 1.952 .012 273.1 1.799 -.001 19.4 .128 .134 588.7 3.879

2003-IV........ 295.0 1.935 ... 273.7 1.795 ... 17.2 .113 ... 585.9 3.843

2004-II ......... 300.4 1.955 .012 273.6 1.781 -.001 19.6 .127 .134 593.6 3.864

2004-IV........ 298.7 1.933 ... 274.0 1.773 ... 17.3 .112 ... 590.1 3.818

2005-II ......... 303.9 1.950 .012 273.7 1.756 -.001 19.7 .126 .134 597.3 3.832

2005-IV........ 302.0 1.924 ... 273.9 1.745 ... 17.4 .111 ... 593.3 3.780

2006-II ......... 306.6 1.936 .012 273.4 1.726 -.001 19.9 .126 .134 599.9 3.788

2006-IV........ 304.0 1.906 ... 273.4 1.714 ... 17.7 .111 ... 595.1 3.731

2007-II ......... 307.8 1.912 .012 272.7 1.694 -.001 20.4 .126 .134 600.9 3.732

2007-IV........ 304.5 1.876 ... 272.5 1.680 ... 18.2 .112 ... 595.1 3.668

2008-II ......... 307.4 1.871 .012 271.7 1.654 -.001 20.8 .127 .134 600.0 3.652

2008-IV........ 303.2 1.827 ... 271.4 1.636 ... 18.5 .112 ... 593.2 3.575

2009-II ......... 306.1 1.814 .012 270.6 1.604 -.001 21.1 .125 .134 597.7 3.543

2009-IV........ 301.8 1.765 ... 270.2 1.580 ... 18.6 .109 ... 590.6 3.454

2010-II 304.6 1.753 .012 269.3 1.550 -.001 21.1 .121 .134 595.1 3.425

2010-IV 300.4 1.706 ... 268.9 1.528 ... 18.5 .105 ... 587.9 3.339
OASI Numbers

105

Sources:

• End of year numbers of children shown earlier.

• Historical excess of June 30th numbers over average of December 31st numbers calculated using June 30th data from 1-A Table Current-Payment Supplement.

• Future excess of June 30th numbers over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

• Children of retired workers as a percent of male retired workers are calculated using numbers of children and numbers of male retired workers shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B45.—Children of Retired Workers With Benefits In Current-Payment Status 

and as a Percent of Male Retired Workers In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar

period

Minor children Disabled children Student children Total children

Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers

1975............. 390.6 4.262 ... 118.8 1.296 ... 133.2 1.453 ... 642.6 7.011

1976............. 385.3 4.089 ... 123.0 1.306 ... 144.5 1.534 ... 652.8 6.929

1977............. 389.1 4.005 ... 128.4 1.322 ... 160.5 1.652 ... 677.9 6.978

1978............. 376.7 3.793 ... 132.8 1.337 ... 151.4 1.525 ... 660.8 6.655

1979............. 365.9 3.590 ... 137.2 1.346 ... 148.9 1.460 ... 652.0 6.396

1980............. 354.8 3.391 ... 140.5 1.343 ... 143.4 1.370 ... 638.7 6.105

1981............. 340.4 3.161 ... 143.6 1.334 ... 148.9 1.383 ... 632.9 5.878

1982............. 322.4 2.922 ... 144.5 1.309 ... 90.7 .822 ... 557.6 5.053

1983............. 310.2 2.730 ... 148.5 1.307 ... 53.3 .469 ... 511.9 4.505

1984............. 295.3 2.551 ... 152.7 1.319 ... 28.8 .249 ... 476.8 4.118

1985............. 284.3 2.405 ... 157.0 1.328 ... 14.8 .125 ... 456.1 3.859

1986............. 275.0 2.275 ... 161.8 1.339 ... 13.0 .107 ... 449.7 3.721

1987............. 261.7 2.128 ... 165.7 1.347 ... 11.9 .096 ... 439.2 3.571

1988............. 249.2 1.995 ... 168.8 1.351 ... 13.6 .109 ... 431.6 3.455

1989............. 239.0 1.879 ... 170.1 1.337 ... 12.6 .099 ... 421.7 3.315

1990............. 236.0 1.817 ... 173.2 1.334 ... 12.2 .094 ... 421.4 3.245

1991............. 235.7 1.782 ... 176.8 1.337 ... 12.3 .093 ... 424.9 3.213

1992............. 238.4 1.770 ... 181.4 1.346 ... 11.7 .087 ... 431.5 3.202

1993............. 239.6 1.755 ... 184.8 1.354 ... 11.6 .085 ... 436.0 3.195

1994............. 241.1 1.748 ... 187.3 1.358 ... 11.4 .083 ... 439.8 3.188

1995............. 241.7 1.737 ... 188.8 1.356 ... 10.9 .078 ... 441.4 3.171

1996............. 241.9 1.726 ... 189.6 1.353 ... 10.9 .078 ... 442.4 3.156

1997............. 240.0 1.699 ... 189.6 1.343 ... 11.3 .080 ... 441.0 3.122

1998............. 238.4 1.678 ... 189.6 1.334 ... 10.6 .075 ... 438.6 3.087

1999............. 240.9 1.681 ... 189.7 1.324 ... 11.3 .079 ... 441.9 3.084

2000............. 255.9 1.732 ... 191.5 1.296 ... 11.5 .078 ... 458.9 3.106

2001-II......... 262.8 1.771 0.016 192.0 1.294 0.000 14.3 .097 0.271 469.1 3.162

2001-IV ....... 261.3 1.755 ... 192.5 1.293 ... 11.1 .075 ... 464.9 3.123

2002-II......... 267.9 1.787 .016 192.8 1.286 .000 14.2 .094 .271 474.8 3.167

2002-IV ....... 265.9 1.769 ... 193.0 1.284 ... 11.2 .074 ... 470.1 3.128

2003-II......... 272.3 1.798 .016 193.2 1.275 .000 14.3 .094 .271 479.8 3.167

2003-IV ....... 270.0 1.778 ... 193.3 1.273 ... 11.4 .075 ... 474.6 3.126

2004-II......... 276.1 1.799 .016 193.3 1.259 .000 14.5 .094 .271 483.8 3.153

2004-IV ....... 273.4 1.777 ... 193.2 1.256 ... 11.4 .074 ... 478.0 3.107

2005-II......... 279.4 1.793 .016 193.1 1.239 .000 14.6 .093 .271 487.0 3.126

2005-IV ....... 276.4 1.768 ... 192.9 1.234 ... 11.5 .074 ... 480.8 3.076

2006-II......... 281.8 1.782 .016 192.6 1.218 .000 14.8 .093 .271 489.1 3.093

2006-IV ....... 278.1 1.752 ... 192.4 1.212 ... 11.7 .074 ... 482.2 3.037

2007-II......... 282.8 1.762 .016 192.0 1.196 .000 15.1 .094 .271 489.9 3.053

2007-IV ....... 278.4 1.724 ... 191.7 1.187 ... 12.1 .075 ... 482.2 2.986

2008-II......... 282.4 1.725 .016 191.3 1.169 .000 15.5 .095 .271 489.1 2.989

2008-IV ....... 277.2 1.679 ... 190.9 1.156 ... 12.3 .075 ... 480.5 2.909

2009-II......... 281.1 1.674 .016 190.5 1.134 .000 15.7 .093 .271 487.2 2.901

2009-IV ....... 275.9 1.621 ... 190.1 1.117 ... 12.3 .073 ... 478.3 2.811

2010-II 279.8 1.624 .016 189.6 1.101 .000 15.6 .091 .271 485.0 2.816

2010-IV 274.7 1.568 ... 189.2 1.080 ... 12.2 .070 ... 476.1 2.717
Benefit Payments

106

Sources:

• End of year numbers of children shown earlier.

• Historical excess of June 30th numbers over average of December 31st numbers calculated using June 30th data from 1-A Table In Force Supplement.

• Future excess of June 30th numbers over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B46.—Children of Deceased Workers With Benefits In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Minor children Disabled children Student children

Number Excess Number Excess Number Excess Total

1975 ......................... 2,210.6 ... 222.6 ... 514.4 ... 2,947.6

1976 ......................... 2,161.5 ... 235.9 ... 539.0 ... 2,936.4

1977 ......................... 2,113.7 ... 248.6 ... 538.9 ... 2,901.2

1978 ......................... 2,034.7 ... 256.8 ... 535.6 ... 2,827.1

1979 ......................... 1,966.2 ... 267.2 ... 524.8 ... 2,758.2

1980 ......................... 1,891.8 ... 278.4 ... 534.4 ... 2,704.6

1981 ......................... 1,812.3 ... 291.1 ... 537.9 ... 2,641.4

1982 ......................... 1,739.7 ... 302.6 ... 372.5 ... 2,414.9

1983 ......................... 1,671.8 ... 315.4 ... 227.3 ... 2,214.5

1984 ......................... 1,604.6 ... 330.5 ... 139.0 ... 2,074.0

1985 ......................... 1,554.0 ... 345.2 ... 68.5 ... 1,967.7

1986 ......................... 1,514.6 ... 360.4 ... 64.6 ... 1,939.5

1987 ......................... 1,470.2 ... 374.4 ... 61.8 ... 1,906.3

1988 ......................... 1,425.0 ... 386.4 ... 71.9 ... 1,883.3

1989 ......................... 1,394.1 ... 399.8 ... 67.6 ... 1,861.4

1990 ......................... 1,382.3 ... 412.2 ... 66.2 ... 1,860.7

1991 ......................... 1,381.6 ... 425.1 ... 66.6 ... 1,873.2

1992 ......................... 1,389.7 ... 440.6 ... 68.7 ... 1,899.0

1993 ......................... 1,405.1 ... 456.0 ... 70.0 ... 1,931.2

1994 ......................... 1,426.0 ... 470.0 ... 68.6 ... 1,964.6

1995 ......................... 1,438.2 ... 483.5 ... 69.6 ... 1,991.2

1996 ......................... 1,444.5 ... 495.8 ... 71.2 ... 2,011.5

1997 ......................... 1,430.8 ... 507.1 ... 73.7 ... 2,011.6

1998 ......................... 1,422.6 ... 518.0 ... 73.9 ... 2,014.5

1999 ......................... 1,413.7 ... 528.3 ... 71.2 ... 2,013.2

2000 ......................... 1,407.6 ... 537.2 ... 71.1 ... 2,015.9

2001-II ..................... 1,408.8 0.003 542.2 0.001 77.7 0.086 2,028.6

2001-IV.................... 1,400.8 ... 546.3 ... 71.9 ... 2,019.0

2002-II ..................... 1,401.7 .003 551.1 .001 78.3 .086 2,031.0

2002-IV.................... 1,393.4 ... 554.9 ... 72.3 ... 2,020.7

2003-II ..................... 1,392.0 .003 559.5 .001 79.1 .086 2,030.6

2003-IV.................... 1,381.5 ... 563.2 ... 73.4 ... 2,018.1

2004-II ..................... 1,379.6 .003 567.6 .001 79.9 .086 2,027.1

2004-IV.................... 1,368.8 ... 571.1 ... 73.8 ... 2,013.7

2005-II ..................... 1,365.6 .003 575.3 .001 80.4 .086 2,021.4

2005-IV.................... 1,353.6 ... 578.5 ... 74.4 ... 2,006.5

2006-II ..................... 1,348.4 .003 582.6 .001 81.5 .086 2,012.5

2006-IV.................... 1,334.5 ... 585.7 ... 75.7 ... 1,995.8

2007-II ..................... 1,326.4 .003 589.6 .001 83.2 .086 1,999.2

2007-IV.................... 1,309.7 ... 592.5 ... 77.7 ... 1,979.9

2008-II ..................... 1,299.3 .003 596.3 .001 85.2 .086 1,980.9

2008-IV.................... 1,280.6 ... 599.1 ... 79.3 ... 1,959.0

2009-II ..................... 1,270.3 .003 602.8 .001 86.3 .086 1,959.4

2009-IV.................... 1,251.8 ... 605.5 ... 79.6 ... 1,936.9

2010-II ..................... 1,242.4 .003 609.0 .001 86.2 .086 1,937.6

2010-IV.................... 1,225.1 ... 611.4 ... 79.1 ... 1,915.6
OASI Numbers

107

Sources:

• End of year numbers of children shown earlier.

• Historical excess of June 30th numbers over average of December 31st numbers calculated using June 30th data from 1-A Table in Current-Payment Status Supplement.

• Future excess of June 30th numbers over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B47.—Children of Deceased Workers With Benefits In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Minor children Disabled children Student children

Number Excess Number Excess Number Excess Total

1975......................... 2,205.8 ... 219.3 ... 493.8 ... 2,918.9

1976......................... 2,147.7 ... 231.7 ... 523.3 ... 2,902.7

1977......................... 2,103.1 ... 245.8 ... 528.2 ... 2,877.0

1978......................... 2,027.6 ... 255.5 ... 497.3 ... 2,780.4

1979......................... 1,960.5 ... 265.9 ... 484.5 ... 2,710.8

1980......................... 1,883.4 ... 276.7 ... 449.7 ... 2,609.9

1981......................... 1,796.1 ... 286.7 ... 462.7 ... 2,545.6

1982......................... 1,717.0 ... 297.9 ... 306.2 ... 2,321.1

1983......................... 1,645.7 ... 309.7 ... 190.1 ... 2,145.5

1984......................... 1,575.7 ... 322.5 ... 112.2 ... 2,010.4

1985......................... 1,525.2 ... 335.8 ... 57.3 ... 1,918.2

1986......................... 1,478.8 ... 348.6 ... 50.9 ... 1,878.3

1987......................... 1,429.7 ... 360.2 ... 46.9 ... 1,836.8

1988......................... 1,381.9 ... 369.7 ... 57.5 ... 1,809.1

1989......................... 1,347.6 ... 380.2 ... 53.7 ... 1,781.5

1990......................... 1,333.8 ... 390.1 ... 52.9 ... 1,776.9

1991......................... 1,335.9 ... 400.5 ... 55.1 ... 1,791.6

1992......................... 1,341.4 ... 413.6 ... 53.5 ... 1,808.4

1993......................... 1,356.5 ... 426.1 ... 54.0 ... 1,836.6

1994......................... 1,375.6 ... 437.0 ... 52.0 ... 1,864.5

1995......................... 1,386.1 ... 446.6 ... 51.2 ... 1,883.9

1996......................... 1,391.1 ... 454.6 ... 52.2 ... 1,897.9

1997......................... 1,376.2 ... 462.1 ... 54.5 ... 1,892.8

1998......................... 1,363.5 ... 468.8 ... 51.6 ... 1,883.9

1999......................... 1,353.9 ... 474.9 ... 56.1 ... 1,884.9

2000......................... 1,346.1 ... 480.4 ... 51.6 ... 1,878.1

2001-II..................... 1,346.8 0.003 484.7 0.000 63.2 0.217 1,894.7

2001-IV ................... 1,339.9 ... 488.7 ... 52.3 ... 1,880.8

2002-II..................... 1,340.0 .003 492.8 .000 63.7 .217 1,896.5

2002-IV ................... 1,332.6 ... 496.6 ... 52.5 ... 1,881.6

2003-II..................... 1,330.4 .003 500.5 .000 64.4 .217 1,895.3

2003-IV ................... 1,320.7 ... 504.2 ... 53.3 ... 1,878.2

2004-II..................... 1,318.2 .003 508.0 .000 65.0 .217 1,891.3

2004-IV ................... 1,308.3 ... 511.5 ... 53.6 ... 1,873.3

2005-II..................... 1,304.5 .003 515.1 .000 65.5 .217 1,885.1

2005-IV ................... 1,293.3 ... 518.4 ... 54.0 ... 1,865.8

2006-II..................... 1,287.7 .003 521.9 .000 66.4 .217 1,875.9

2006-IV ................... 1,274.7 ... 525.1 ... 55.0 ... 1,854.8

2007-II..................... 1,266.2 .003 528.5 .000 68.0 .217 1,862.7

2007-IV ................... 1,250.5 ... 531.6 ... 56.7 ... 1,838.8

2008-II..................... 1,240.0 .003 534.9 .000 69.7 .217 1,844.6

2008-IV ................... 1,222.4 ... 537.9 ... 57.9 ... 1,818.2

2009-II..................... 1,212.1 .003 541.1 .000 70.5 .217 1,823.7

2009-IV ................... 1,194.9 ... 543.9 ... 58.0 ... 1,796.8

2010-II..................... 1,185.5 .003 547.0 .000 70.2 .217 1,802.7

2010-IV ................... 1,169.4 ... 549.7 ... 57.4 ... 1,776.5
Benefit Payments

108

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B48.—Young Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Male worker

1975 ............... 0.1 0.5 1.7 4.6 8.5 16.3 31.0 53.6 60.1 32.1 (1) 208.5

1980 ............... .1 .4 1.6 4.3 9.6 16.3 27.2 45.8 58.8 43.9 (1) 207.9

1985 ............... (1) .3 1.4 3.9 8.7 14.6 18.5 22.3 24.0 22.2 (1) 116.0

1990 ............... (1) .2 1.1 3.5 7.7 13.1 16.6 16.5 16.6 18.7 (1) 93.9

1991 ............... (1) .2 1.0 3.3 7.5 12.9 16.3 16.2 16.0 18.2 (1) 91.7

1992 ............... (1) .2 1.0 3.4 7.5 12.7 16.1 16.2 16.3 17.2 (1) 90.6

1993 ............... (1) .2 1.0 3.2 7.3 12.3 16.2 16.4 15.6 16.5 (1) 88.7

1994 ............... (1) .1 .8 3.1 7.2 11.7 15.8 15.6 14.3 16.8 (1) 85.4

1995 ............... (1) .1 .8 2.9 6.9 11.5 15.4 14.9 13.8 16.2 (1) 82.4

1996 ............... (1) .1 .7 2.7 6.5 11.0 14.6 14.4 13.2 15.5 (1) 78.6

1997 ............... (1) .1 .6 2.4 6.1 10.4 13.5 13.8 12.6 14.7 (1) 74.2

1998 ............... (1) .1 .5 2.1 5.7 9.9 12.8 13.1 11.9 14.1 (1) 70.4

1999 ............... (1) .1 .5 1.9 5.3 9.6 12.4 12.7 11.5 13.4 (1) 67.4

2000 ............... (1) .1 .5 1.8 5.0 9.6 12.7 12.7 11.3 13.2 (1) 66.9

2001 ............... (1) .1 .4 1.7 4.8 9.4 12.6 12.5 11.1 12.9 (1) 65.5

2002 ............... (1) .1 .4 1.7 4.6 9.2 12.5 12.2 11.1 12.6 (1) 64.4

2003 ............... (1) .1 .4 1.6 4.4 9.0 12.3 12.1 10.9 12.5 0.4 63.9

2004 ............... (1) .1 .4 1.6 4.3 8.8 12.3 12.1 10.8 12.4 .8 63.6

2005 ............... (1) .1 .4 1.6 4.2 8.6 12.1 12.0 10.7 12.3 1.2 63.4

2006 ............... (1) .1 .4 1.6 4.2 8.5 12.0 12.0 10.7 12.2 1.6 63.1

2007 ............... (1) .1 .4 1.6 4.1 8.3 11.9 11.9 10.5 12.1 2.0 63.0

2008 ............... (1) .1 .4 1.5 4.1 8.2 11.8 11.8 10.5 12.1 2.4 62.8

2009 ............... (1) .1 .4 1.5 4.0 8.1 11.7 11.7 10.4 12.0 2.4 62.4

2010 ............... (1) .1 .4 1.5 4.0 8.1 11.5 11.7 10.4 11.9 2.4 62.0

Female worker

1975 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1980 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1985 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .2

1990 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .1

1991 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .1

1992 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .1

1993 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .1

1994 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1995 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1996 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1997 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1998 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1999 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2000 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2001 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2002 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2003 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2004 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2005 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2006 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2007 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2008 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2009 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2010 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

Total

1975 ............... .1 .5 1.7 4.6 8.5 16.3 31.0 53.6 60.1 32.1 (1) 208.5

1980 ............... .1 .4 1.6 4.3 9.6 16.3 27.2 45.8 58.8 43.9 (1) 207.9

1985 ............... (1) .3 1.4 3.9 8.7 14.6 18.5 22.4 24.0 22.2 (1) 116.1

1990 ............... (1) .2 1.1 3.5 7.7 13.1 16.6 16.5 16.6 18.8 (1) 94.0

1991 ............... (1) .2 1.0 3.3 7.5 12.9 16.3 16.2 16.0 18.2 (1) 91.8

1992 ............... (1) .2 1.0 3.4 7.5 12.7 16.1 16.2 16.3 17.3 (1) 90.7

1993 ............... (1) .2 1.0 3.2 7.3 12.3 16.2 16.4 15.6 16.6 (1) 88.8

1994 ............... (1) .1 .8 3.1 7.2 11.7 15.8 15.6 14.4 16.8 (1) 85.5

1995 ............... (1) .1 .8 2.9 6.9 11.5 15.4 14.9 13.9 16.2 (1) 82.5

1996 ............... (1) .1 .7 2.7 6.5 11.0 14.6 14.4 13.2 15.6 (1) 78.7

1997 ............... (1) .1 .6 2.4 6.1 10.4 13.5 13.8 12.7 14.8 (1) 74.3

1998 ............... (1) .1 .5 2.1 5.7 9.9 12.8 13.1 12.0 14.2 (1) 70.5

1999 ............... (1) .1 .5 1.9 5.3 9.6 12.4 12.7 11.5 13.4 (1) 67.5

2000 ............... (1) .1 .5 1.8 5.0 9.6 12.7 12.7 11.4 13.2 (1) 67.0

2001 ............... (1) .1 .4 1.7 4.8 9.4 12.6 12.5 11.1 12.9 (1) 65.6

2002 ............... (1) .1 .4 1.7 4.6 9.2 12.5 12.2 11.1 12.7 (1) 64.5

2003 ............... (1) .1 .4 1.6 4.4 9.0 12.3 12.1 11.0 12.6 .4 64.0

2004 ............... (1) .1 .4 1.6 4.3 8.8 12.3 12.1 10.8 12.5 .8 63.7

2005 ............... (1) .1 .4 1.6 4.2 8.6 12.2 12.0 10.8 12.3 1.3 63.5

2006 ............... (1) .1 .4 1.6 4.2 8.5 12.0 12.0 10.7 12.2 1.6 63.2

2007 ............... (1) .1 .4 1.6 4.1 8.3 11.9 11.9 10.6 12.2 2.0 63.0

2008 ............... (1) .1 .4 1.5 4.1 8.2 11.8 11.8 10.5 12.1 2.4 62.9

2009 ............... (1) .1 .4 1.5 4.0 8.1 11.7 11.7 10.5 12.0 2.4 62.4

2010 ............... (1) .1 .4 1.5 4.0 8.1 11.5 11.7 10.4 12.0 2.4 62.1

1 Fewer than 50.
OASI Numbers

109

Sources:

• Historical figures computed by dividing the number of awards by the number of awards to eligible children of retired workers and multiplying by 1,000. Eligible children of retired

workers are minor child beneficiaries under age 16 and disabled child beneficiaries.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B49.—Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers

(By age and gender, calendar years, 1975-2010)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-67 Total

Male worker

1975............... 0.320 1.620 5.560 13.900 25.090 49.650 101.760 192.070 239.780 103.510 8.990 742.240

1976............... .290 1.490 5.160 12.920 23.270 47.410 93.210 178.710 235.090 99.820 8.960 706.320

1977............... .350 1.770 6.090 15.240 29.930 52.360 104.860 200.390 270.580 118.870 10.700 811.130

1978............... .350 1.720 5.960 14.910 29.310 50.760 96.120 188.480 254.790 116.310 10.520 769.230

1979............... .280 1.410 4.800 12.020 26.060 45.700 83.730 157.200 225.850 104.290 9.230 670.570

1980............... .300 1.460 5.070 12.690 28.130 47.290 83.120 158.020 229.800 111.210 9.970 687.060

1981............... .420 2.180 7.540 18.890 36.400 62.940 101.810 183.960 264.720 272.080 44.170 995.090

1982............... .400 2.010 6.900 17.260 36.670 57.450 82.930 132.790 164.750 90.330 9.190 600.670

1983............... .390 1.960 6.770 16.940 36.080 59.320 79.710 118.010 149.560 90.580 9.740 569.050

1984............... .280 1.950 6.510 17.360 34.470 57.190 73.560 103.680 128.440 83.570 9.590 516.610

1985............... .290 2.190 7.360 16.410 34.510 56.850 72.250 96.530 117.160 78.870 10.030 492.450

1986............... .280 1.780 6.900 16.490 36.050 56.840 72.520 90.620 108.810 77.630 10.800 478.730

1987............... .260 1.870 6.440 16.580 32.070 53.480 70.580 82.950 97.030 72.430 8.830 442.520

1988............... .220 1.050 5.800 16.060 30.180 49.350 61.940 72.750 87.110 112.160 11.200 447.810

1989............... .140 1.380 5.280 13.950 28.600 50.150 63.120 69.130 80.110 115.060 11.280 438.210

1990............... .100 1.200 5.210 13.140 28.690 44.900 58.720 65.460 74.100 121.680 12.500 425.690

1991............... .080 1.230 4.970 12.030 26.900 44.800 55.780 61.540 70.740 137.310 15.920 431.300

1992............... .090 1.100 4.790 12.840 26.310 41.190 55.200 57.770 67.250 136.310 16.430 419.280

1993............... .080 1.000 3.940 12.050 26.570 39.840 53.760 55.710 63.310 81.320 10.670 348.260

1994............... .160 .850 3.670 11.560 24.240 37.400 49.600 54.620 60.920 52.780 7.580 303.380

1995............... .080 .820 3.930 10.860 22.120 37.380 49.590 48.930 57.760 48.460 7.310 287.250

1996............... .170 .600 2.580 9.820 22.280 33.680 43.540 47.980 52.450 46.020 7.010 266.140

1997............... .070 .600 2.330 8.390 18.830 30.990 41.130 45.520 49.040 44.150 6.570 247.620

1998............... .140 .460 2.530 7.140 18.100 30.080 38.140 43.610 46.850 43.330 6.830 237.210

1999............... .100 .470 2.200 6.410 16.800 29.390 37.410 40.630 45.930 40.980 6.730 227.060

2000............... .010 .300 2.260 6.070 16.150 30.350 40.660 40.590 42.520 38.810 7.370 225.090

2001............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 7.070 227.770

2002............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 7.070 227.770

2003............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 7.070 227.770

2004............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 8.250 228.950

2005............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 9.420 230.130

2006............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 10.600 231.300

2007............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 11.780 232.480

2008............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 12.960 233.660

2009............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 14.140 234.840

2010............... .060 .390 2.290 6.360 16.690 29.980 39.160 41.110 44.380 40.290 14.140 234.840

Female worker

1975............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1976............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1977............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1978............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1979............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1980............... .000 .000 .000 .000 .000 .000 .000 .000 .050 .000 .000 .050

1981............... .000 .000 .000 .000 .000 .000 .000 .000 .020 .020 .000 .030

1982............... .000 .000 .000 .000 .000 .000 .000 .050 .050 .050 .000 .150

1983............... .000 .020 .000 .030 .100 .100 .140 .140 .470 .510 .000 1.510

1984............... .020 .050 .120 .260 .210 .380 .490 .730 1.290 2.260 .200 6.000

1985............... .000 .000 .050 .050 .210 .190 .130 .320 .710 1.110 .100 2.860

1986............... .000 .000 .000 .150 .100 .260 .200 .280 .480 .820 .050 2.340

1987............... .000 .000 .050 .090 .100 .120 .150 .150 .390 .550 .050 1.650

1988............... .000 .000 .000 .020 .020 .030 .090 .050 .380 .700 .020 1.300

1989............... .000 .000 .020 .020 .020 .000 .000 .130 .300 .430 .040 .950

1990............... .000 .000 .000 .000 .000 .000 .120 .050 .200 .440 .030 .840

1991............... .000 .000 .000 .000 .020 .070 .080 .070 .290 .470 .030 1.030

1992............... .000 .000 .020 .000 .000 .030 .030 .020 .250 .490 .060 .890

1993............... .000 .000 .000 .000 .000 .000 .000 .000 .210 .410 .050 .670

1994............... .000 .000 .000 .000 .000 .000 .000 .000 .210 .480 .050 .740

1995............... .000 .000 .000 .000 .000 .000 .000 .000 .220 .400 .030 .650

1996............... .000 .000 .000 .000 .000 .000 .000 .000 .190 .380 .030 .600

1997............... .000 .000 .000 .000 .000 .000 .000 .000 .190 .350 .040 .580

1998............... .000 .000 .000 .000 .000 .040 .070 .090 .210 .330 .040 .770

1999............... .000 .000 .000 .000 .000 .030 .020 .070 .350 .240 .030 .740

2000............... .000 .000 .000 .000 .030 .030 .040 .010 .100 .200 .030 .450

2001............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .030 .600

2002............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .030 .600

2003............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .030 .600

2004............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .040 .610

2005............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .040 .610

2006............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .050 .620

2007............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .050 .620

2008............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .060 .630

2009............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .060 .630

2010............... .000 .000 .000 .000 .010 .030 .040 .040 .200 .240 .060 .630
110

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to the number of awards to eligible children of retired workers. Eligible children of retired workers are minor child beneficiaries

under age 16 and disabled child beneficiaries

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B50.—Awards to Young Spouses of Retired Workers

(By age and gender, calendar years 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-67 Total

Male worker

1975 ............... (1) 0.1 0.5 1.1 2.0 4.0 8.3 15.6 19.4 8.4 0.7 60.2

1980 ............... (1) .1 .4 1.0 2.3 3.8 6.7 12.7 18.5 9.0 .8 55.4

1985 ............... (1) .1 .5 1.0 2.1 3.5 4.5 6.0 7.3 4.9 .6 30.6

1990 ............... (1) .1 .3 .8 1.7 2.7 3.5 3.9 4.4 7.2 .7 25.3

1991 ............... (1) .1 .3 .7 1.6 2.7 3.4 3.8 4.3 8.4 1.0 26.4

1992 ............... (1) .1 .3 .8 1.7 2.6 3.5 3.7 4.3 8.7 1.0 26.8

1993 ............... (1) .1 .2 .8 1.7 2.5 3.4 3.5 4.0 5.1 .7 21.9

1994 ............... (1) .1 .2 .7 1.5 2.3 3.0 3.3 3.7 3.2 .5 18.5

1995 ............... (1) (1) .2 .7 1.3 2.2 3.0 2.9 3.5 2.9 .4 17.2

1996 ............... (1) (1) .2 .6 1.3 2.0 2.5 2.8 3.0 2.7 .4 15.4

1997 ............... (1) (1) .1 .5 1.1 1.8 2.3 2.6 2.8 2.5 .4 14.1

1998 ............... (1) (1) .1 .4 1.0 1.7 2.2 2.5 2.7 2.5 .4 13.5

1999 ............... (1) (1) .1 .4 1.0 1.7 2.2 2.4 2.7 2.4 .4 13.5

2000 ............... (1) (1) .1 .4 1.0 1.7 2.2 2.4 2.7 2.4 .4 13.5

2001 ............... (1) (1) .2 .4 1.1 2.1 2.8 2.8 2.9 2.7 .5 15.5

2002 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .4 14.5

2003 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .4 14.4

2004 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .4 14.4

2005 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.5 .5 14.5

2006 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.5 .6 14.5

2007 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.6 2.8 2.5 .7 14.5

2008 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.6 2.8 2.5 .7 14.4

2009 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.5 2.7 2.5 .8 14.5

2010 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.5 2.7 2.5 .9 14.5

Female worker

1975 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1980 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1985 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .2

1990 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1991 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1992 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1993 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1994 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1995 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1996 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1997 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1998 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1999 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2000 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2001 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2002 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2003 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2004 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2005 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2006 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2007 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2008 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2009 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2010 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

Total

1975 ............... (1) .1 .5 1.1 2.0 4.0 8.3 15.6 19.4 8.4 .7 60.2

1980 ............... (1) .1 .4 1.0 2.3 3.8 6.7 12.7 18.5 9.0 .8 55.4

1985 ............... (1) .1 .5 1.0 2.2 3.5 4.5 6.0 7.3 5.0 .6 30.8

1990 ............... (1) .1 .3 .8 1.7 2.7 3.5 3.9 4.4 7.2 .7 25.3

1991 ............... (1) .1 .3 .7 1.6 2.7 3.4 3.8 4.3 8.4 1.0 26.4

1992 ............... (1) .1 .3 .8 1.7 2.6 3.5 3.7 4.3 8.7 1.1 26.8

1993 ............... (1) .1 .2 .8 1.7 2.5 3.4 3.5 4.0 5.1 .7 21.9

1994 ............... (1) .1 .2 .7 1.5 2.3 3.0 3.3 3.7 3.2 .5 18.5

1995 ............... (1) (1) .2 .7 1.3 2.2 3.0 2.9 3.5 2.9 .4 17.3

1996 ............... (1) (1) .2 .6 1.3 2.0 2.5 2.8 3.1 2.7 .4 15.5

1997 ............... (1) (1) .1 .5 1.1 1.8 2.3 2.6 2.8 2.5 .4 14.1

1998 ............... (1) (1) .1 .4 1.0 1.7 2.2 2.5 2.7 2.5 .4 13.5

1999 ............... (1) (1) .1 .4 1.0 1.7 2.2 2.4 2.8 2.4 .4 13.5

2000 ............... (1) (1) .1 .4 1.0 1.7 2.2 2.4 2.8 2.4 .4 13.5

2001 ............... (1) (1) .2 .4 1.1 2.1 2.8 2.8 2.9 2.7 .5 15.6

2002 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .5 14.5

2003 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .5 14.5

2004 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .5 14.5

2005 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .5 14.5

2006 ............... (1) (1) .1 .4 1.1 1.9 2.5 2.6 2.8 2.6 .6 14.5

2007 ............... (1) (1) .1 .4 1.0 1.9 2.5 2.6 2.8 2.5 .7 14.5

2008 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.6 2.8 2.5 .7 14.5

2009 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.5 2.8 2.5 .8 14.5

2010 ............... (1) (1) .1 .4 1.0 1.9 2.4 2.5 2.8 2.5 .9 14.5

1 Fewer than 50.
OASI Numbers

111

Sources:

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B51.—Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force

(By age and gender, as of December 31, 1975-2010)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Male worker

1975............... 6.818 5.992 5.985 6.004 5.996 5.999 6.001 6.001 5.999 5.996 0.000 5.999

1976............... 6.897 6.029 5.951 6.026 5.993 6.003 6.001 5.999 6.002 6.003 .000 6.001

1977............... 6.897 6.004 5.934 6.007 6.000 6.001 6.001 6.000 6.001 6.002 .000 6.001

1978............... 2.439 3.704 5.854 5.711 6.474 6.029 6.285 5.782 5.297 7.359 .000 6.068

1979............... 5.128 4.492 5.442 5.685 6.147 5.896 6.077 5.679 5.553 5.994 .000 5.794

1980............... 5.455 4.500 4.878 5.280 5.900 5.906 6.003 5.391 5.401 5.997 .000 5.658

1981............... 4.167 5.026 5.147 5.647 6.204 6.706 6.617 6.015 5.997 6.282 .000 6.198

1982............... .000 5.621 5.241 6.015 6.481 7.492 7.284 6.754 6.720 6.594 .000 6.801

1983............... 6.452 5.298 5.666 5.617 6.854 7.132 7.582 7.088 8.095 8.778 .000 7.665

1984............... 14.286 4.815 5.018 5.638 6.819 7.549 7.085 7.224 7.698 10.992 .000 7.954

1985............... 6.250 4.982 6.943 5.802 6.726 7.062 7.210 7.044 7.818 9.241 .000 7.580

1986............... 21.739 4.247 7.399 7.043 7.310 7.302 7.277 7.281 7.710 8.667 .000 7.627

1987............... 12.500 7.031 8.394 8.254 8.278 8.975 8.490 8.345 8.869 9.018 .000 8.676

1988............... 4.348 11.765 7.388 8.679 8.374 9.036 8.824 8.918 8.989 8.909 .000 8.864

1989............... 4.762 8.947 9.689 7.730 8.125 8.473 8.310 8.253 8.833 8.850 .000 8.504

1990............... 12.500 7.303 9.450 8.737 7.780 7.956 8.199 2.114 8.807 8.363 .000 7.237

1991............... 9.091 8.108 9.378 8.787 7.951 7.246 8.087 8.215 8.732 8.180 .000 8.152

1992............... .000 5.128 9.091 9.552 9.151 8.340 8.458 7.911 9.197 9.308 .000 8.735

1993............... 16.667 12.736 7.368 7.862 7.503 8.306 8.900 8.577 9.539 9.074 .000 8.745

1994............... .000 8.333 10.495 8.741 8.404 7.948 8.183 8.254 8.747 8.237 .000 8.329

1995............... 12.500 6.504 11.001 9.088 8.279 8.468 8.219 8.829 9.054 8.320 .000 8.584

1996............... 33.333 9.910 16.134 15.752 18.172 20.066 20.243 17.911 14.265 10.987 .000 16.590

1997............... 57.143 15.534 17.213 17.241 19.514 20.898 21.294 18.386 14.811 11.198 .000 17.279

1998............... 45.455 8.750 17.691 19.068 20.223 22.365 22.323 19.124 14.795 11.308 .000 17.928

1999............... 40.000 9.333 17.842 19.462 20.510 22.481 22.205 19.500 14.678 11.383 .000 18.042

2000............... 50.000 6.250 12.944 19.113 19.798 21.565 20.379 18.481 14.238 10.602 .000 17.082

2001............... 24.401 7.774 12.820 19.164 19.827 21.564 20.377 18.467 14.236 10.595 .000 17.085

2002............... 23.383 6.866 12.734 19.157 19.837 21.567 20.372 18.490 14.267 10.609 .000 17.086

2003............... 22.952 6.340 12.760 19.154 19.834 21.580 20.376 18.496 14.263 10.613 9.132 17.025

2004............... 22.951 6.804 12.706 19.140 19.825 21.577 20.375 18.491 14.257 10.608 9.132 16.959

2005............... 22.950 6.836 12.744 19.125 19.818 21.578 20.375 18.499 14.251 10.608 9.132 16.897

2006............... 22.949 6.798 12.816 19.136 19.828 21.577 20.374 18.490 14.244 10.609 9.132 16.838

2007............... 22.950 6.796 12.737 19.151 19.827 21.584 20.374 18.489 14.253 10.609 9.132 16.780

2008............... 22.952 6.793 12.733 19.143 19.828 21.579 20.373 18.490 14.257 10.607 9.132 16.723

2009............... 22.952 6.791 12.750 19.141 19.827 21.578 20.373 18.489 14.256 10.612 9.132 16.717

2010............... 22.952 6.790 12.747 19.137 19.823 21.577 20.372 18.491 14.257 10.611 9.132 16.710

Female worker

1975............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1976............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1977............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1978............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1979............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1980............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1981............... .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000 .000

1982............... .000 .000 .000 .000 .000 .000 .000 66.667 .000 .000 .000 13.333

1983............... .000 .000 .000 .000 .000 .000 .000 .000 13.636 12.000 .000 8.108

1984............... .000 .000 .000 .000 .000 .000 6.667 16.667 15.385 10.145 .000 10.227

1985............... .000 .000 .000 .000 7.692 8.333 12.500 5.000 13.636 11.594 .000 10.465

1986............... .000 .000 .000 .000 .000 50.000 .000 .000 9.615 14.103 .000 11.039

1987............... .000 .000 .000 .000 .000 33.333 .000 -7.143 11.364 11.268 .000 9.420

1988............... .000 .000 .000 100.000 .000 50.000 .000 .000 15.909 17.647 .000 15.789

1989............... .000 .000 .000 50.000 .000 50.000 .000 10.000 14.894 23.636 .000 18.852

1990............... .000 .000 .000 50.000 .000 .000 .000 .000 10.000 15.517 .000 11.765

1991............... .000 .000 .000 .000 .000 .000 .000 9.091 5.556 19.048 .000 12.000

1992............... .000 .000 .000 .000 .000 -33.333 -25.000 -14.286 .000 27.941 .000 12.712

1993............... .000 .000 .000 .000 .000 -33.333 -20.000 -16.667 -7.407 24.194 .000 9.524

1994............... .000 .000 .000 .000 .000 .000 16.667 22.222 16.667 6.818 .000 11.702

1995............... .000 .000 .000 .000 .000 .000 33.333 15.385 11.111 16.667 .000 15.217

1996............... .000 .000 .000 .000 100.000 .000 28.571 15.385 22.727 20.000 .000 20.690

1997............... .000 .000 .000 .000 .000 40.000 50.000 9.091 12.500 30.303 .000 24.051

1998............... .000 .000 .000 .000 .000 71.429 40.000 12.500 14.286 26.316 .000 25.287

1999............... .000 .000 .000 .000 100.000 66.667 50.000 25.000 13.158 33.333 .000 26.136

2000............... .000 .000 .000 .000 .000 50.000 60.000 33.333 20.000 33.333 .000 30.337

2001............... .000 .000 .000 .000 .000 10.757 41.554 29.128 18.086 32.163 .000 26.436

2002............... .000 .000 .000 .000 .000 10.944 35.899 32.460 18.244 31.812 .000 26.201

2003............... .000 .000 .000 .000 .000 26.243 50.260 30.471 17.318 32.744 60.000 27.086

2004............... .000 .000 .000 .000 .000 31.532 46.539 29.203 17.587 32.883 60.000 27.265

2005............... .000 .000 .000 .000 .000 10.630 42.598 30.974 18.647 33.299 60.000 27.791

2006............... .000 .000 .000 .000 .000 33.579 44.546 30.459 18.068 33.115 60.000 27.977

2007............... .000 .000 .000 .000 .000 45.507 45.091 30.249 18.181 32.881 60.000 28.277

2008............... .000 .000 .000 .000 .000 37.039 41.036 30.270 18.030 32.567 60.000 28.245

2009............... .000 .000 .000 .000 .000 37.139 40.888 30.258 18.199 32.451 60.000 28.331

2010............... .000 .000 .000 .000 .000 37.026 41.619 30.240 18.152 32.823 60.000 28.405
Benefit Payments

112

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B52.—Young Spouses of Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Male worker

1975 ............... (1) (1) 0.1 0.3 0.5 1.0 1.9 3.2 3.6 1.9 (1) 12.5

1980 ............... (1) (1) .1 .2 .6 1.0 1.6 2.5 3.2 2.6 (1) 11.8

1985 ............... (1) (1) .1 .2 .6 1.0 1.3 1.6 1.9 2.0 (1) 8.8

1990 ............... (1) (1) .1 .3 .6 1.0 1.4 .3 1.5 1.6 (1) 6.8

1991 ............... (1) (1) .1 .3 .6 .9 1.3 1.3 1.4 1.5 (1) 7.5

1992 ............... (1) (1) .1 .3 .7 1.1 1.4 1.3 1.5 1.6 (1) 7.9

1993 ............... (1) (1) .1 .3 .6 1.0 1.4 1.4 1.5 1.5 (1) 7.8

1994 ............... (1) (1) .1 .3 .6 .9 1.3 1.3 1.3 1.4 (1) 7.1

1995 ............... (1) (1) .1 .3 .6 1.0 1.3 1.3 1.3 1.3 (1) 7.1

1996 ............... (1) (1) .1 .4 1.2 2.2 3.0 2.6 1.9 1.7 (1) 13.0

1997 ............... (1) (1) .1 .4 1.2 2.2 2.9 2.5 1.9 1.6 (1) 12.8

1998 ............... (1) (1) .1 .4 1.2 2.2 2.9 2.5 1.8 1.6 (1) 12.6

1999 ............... (1) (1) .1 .4 1.1 2.2 2.8 2.5 1.7 1.5 (1) 12.2

2000 ............... (1) (1) .1 .3 1.0 2.1 2.6 2.3 1.6 1.4 (1) 11.4

2001 ............... (1) (1) .1 .3 1.0 2.0 2.6 2.3 1.6 1.4 (1) 11.2

2002 ............... (1) (1) .1 .3 .9 2.0 2.5 2.3 1.6 1.3 (1) 11.0

2003 ............... (1) (1) .1 .3 .9 1.9 2.5 2.2 1.6 1.3 (1) 10.9

2004 ............... (1) (1) .1 .3 .9 1.9 2.5 2.2 1.5 1.3 .1 10.8

2005 ............... (1) (1) .1 .3 .8 1.9 2.5 2.2 1.5 1.3 .1 10.7

2006 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .1 10.6

2007 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .2 10.6

2008 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .2 10.5

2009 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .2 10.4

2010 ............... (1) (1) .1 .3 .8 1.7 2.4 2.2 1.5 1.3 .2 10.4

Female worker

1975 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1980 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1985 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1990 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1991 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1992 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1993 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1994 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1995 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1996 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1997 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1998 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1999 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2000 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2001 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2002 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2003 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2004 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2005 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2006 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2007 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2008 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2009 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

2010 ............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

Total

1975 ............... (1) (1) .1 .3 .5 1.0 1.9 3.2 3.6 1.9 (1) 12.5

1980 ............... (1) (1) .1 .2 .6 1.0 1.6 2.5 3.2 2.6 (1) 11.8

1985 ............... (1) (1) .1 .2 .6 1.0 1.3 1.6 1.9 2.1 (1) 8.8

1990 ............... (1) (1) .1 .3 .6 1.0 1.4 .3 1.5 1.6 (1) 6.8

1991 ............... (1) (1) .1 .3 .6 .9 1.3 1.3 1.4 1.5 (1) 7.5

1992 ............... (1) (1) .1 .3 .7 1.1 1.4 1.3 1.5 1.6 (1) 7.9

1993 ............... (1) (1) .1 .3 .6 1.0 1.4 1.4 1.5 1.5 (1) 7.8

1994 ............... (1) (1) .1 .3 .6 .9 1.3 1.3 1.3 1.4 (1) 7.1

1995 ............... (1) (1) .1 .3 .6 1.0 1.3 1.3 1.3 1.4 (1) 7.1

1996 ............... (1) (1) .1 .4 1.2 2.2 3.0 2.6 1.9 1.7 (1) 13.1

1997 ............... (1) (1) .1 .4 1.2 2.2 2.9 2.5 1.9 1.7 (1) 12.8

1998 ............... (1) (1) .1 .4 1.2 2.2 2.9 2.5 1.8 1.6 (1) 12.6

1999 ............... (1) (1) .1 .4 1.1 2.2 2.8 2.5 1.7 1.5 (1) 12.2

2000 ............... (1) (1) .1 .3 1.0 2.1 2.6 2.3 1.6 1.4 (1) 11.5

2001 ............... (1) (1) .1 .3 1.0 2.0 2.6 2.3 1.6 1.4 (1) 11.2

2002 ............... (1) (1) .1 .3 .9 2.0 2.5 2.3 1.6 1.4 (1) 11.0

2003 ............... (1) (1) .1 .3 .9 2.0 2.5 2.2 1.6 1.3 (1) 10.9

2004 ............... (1) (1) .1 .3 .9 1.9 2.5 2.2 1.5 1.3 .1 10.8

2005 ............... (1) (1) .1 .3 .8 1.9 2.5 2.2 1.5 1.3 .1 10.7

2006 ............... (1) (1) .1 .3 .8 1.8 2.5 2.2 1.5 1.3 .2 10.7

2007 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .2 10.6

2008 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .2 10.5

2009 ............... (1) (1) .1 .3 .8 1.8 2.4 2.2 1.5 1.3 .2 10.4

2010 ............... (1) (1) .1 .3 .8 1.7 2.4 2.2 1.5 1.3 .2 10.4

1 Fewer than 50.
OASI Numbers

113

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B53.—Young Spouses of Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Male worker

1975............... 0.1 0.5 1.6 4.3 8.0 15.4 29.2 50.3 56.5 30.2 (1) 196.0

1980............... .1 .4 1.5 4.0 9.0 15.4 25.6 43.3 55.6 41.3 (1) 196.2

1985............... (1) .3 1.3 3.7 8.1 13.6 17.2 20.8 22.1 20.1 (1) 107.2

1990............... (1) .2 1.0 3.2 7.1 12.1 15.2 16.1 15.1 17.1 (1) 87.1

1991............... (1) .2 .9 3.1 6.9 11.9 15.0 14.9 14.6 16.7 (1) 84.2

1992............... (1) .2 .9 3.0 6.8 11.7 14.7 14.9 14.8 15.6 (1) 82.7

1993............... (1) .2 .9 2.9 6.8 11.3 14.7 15.0 14.1 15.0 (1) 81.0

1994............... (1) .1 .7 2.8 6.6 10.7 14.5 14.3 13.1 15.4 (1) 78.3

1995............... (1) .1 .7 2.6 6.3 10.5 14.1 13.6 12.6 14.8 (1) 75.4

1996............... (1) .1 .6 2.2 5.3 8.8 11.6 11.8 11.3 13.8 (1) 65.6

1997............... (1) .1 .5 2.0 4.9 8.2 10.6 11.2 10.8 13.1 (1) 61.4

1998............... (1) .1 .4 1.7 4.6 7.7 10.0 10.6 10.2 12.5 (1) 57.8

1999............... (1) .1 .4 1.5 4.2 7.4 9.7 10.2 9.8 11.9 (1) 55.2

2000............... (1) .1 .4 1.5 4.0 7.5 10.1 10.3 9.7 11.8 (1) 55.5

2001............... (1) .1 .4 1.4 3.9 7.4 10.1 10.2 9.5 11.5 (1) 54.3

2002............... (1) .1 .4 1.4 3.7 7.2 9.9 9.9 9.5 11.3 (1) 53.4

2003............... (1) .1 .4 1.3 3.6 7.1 9.8 9.9 9.4 11.2 .4 53.1

2004............... (1) .1 .4 1.3 3.4 6.9 9.8 9.8 9.3 11.1 .8 52.8

2005............... (1) .1 .4 1.3 3.4 6.8 9.7 9.8 9.2 11.0 1.1 52.7

2006............... (1) .1 .4 1.3 3.3 6.6 9.6 9.8 9.1 10.9 1.5 52.5

2007............... (1) .1 .4 1.3 3.3 6.5 9.5 9.7 9.0 10.9 1.8 52.4

2008............... (1) .1 .4 1.2 3.3 6.4 9.4 9.6 9.0 10.8 2.2 52.3

2009............... (1) .1 .3 1.2 3.2 6.4 9.3 9.6 9.0 10.7 2.2 51.9

2010............... (1) .1 .3 1.2 3.2 6.3 9.2 9.5 8.9 10.7 2.2 51.6

Female worker

1975............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1980............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)

1985............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .2

1990............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1991............... (1) (1) (1) (1) (1) (1) (1) (1) (1) .1 (1) .1

1992............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1993............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1994............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1995............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1996............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1997............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1998............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

1999............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2000............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2001............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2002............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2003............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2004............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2005............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2006............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2007............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2008............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2009............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

2010............... (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) .1

Total

1975............... .1 .5 1.6 4.3 8.0 15.4 29.2 50.3 56.5 30.2 (1) 196.0

1980............... .1 .4 1.5 4.0 9.0 15.4 25.6 43.3 55.6 41.3 (1) 196.2

1985............... (1) .3 1.3 3.7 8.2 13.6 17.2 20.8 22.2 20.2 (1) 107.3

1990............... (1) .2 1.0 3.2 7.1 12.1 15.2 16.1 15.1 17.2 (1) 87.2

1991............... (1) .2 .9 3.1 6.9 11.9 15.0 14.9 14.6 16.7 (1) 84.3

1992............... (1) .2 .9 3.0 6.9 11.7 14.7 14.9 14.8 15.6 (1) 82.8

1993............... (1) .2 .9 2.9 6.8 11.3 14.7 15.0 14.2 15.1 (1) 81.1

1994............... (1) .1 .7 2.8 6.6 10.7 14.5 14.3 13.1 15.5 (1) 78.4

1995............... (1) .1 .7 2.6 6.3 10.5 14.1 13.6 12.6 14.9 (1) 75.4

1996............... (1) .1 .6 2.2 5.3 8.8 11.6 11.8 11.3 13.8 (1) 65.6

1997............... (1) .1 .5 2.0 4.9 8.2 10.6 11.2 10.8 13.1 (1) 61.5

1998............... (1) .1 .4 1.7 4.6 7.7 10.0 10.6 10.2 12.6 (1) 57.9

1999............... (1) .1 .4 1.5 4.2 7.4 9.7 10.2 9.8 11.9 (1) 55.3

2000............... (1) .1 .4 1.5 4.0 7.5 10.1 10.4 9.7 11.8 (1) 55.5

2001............... (1) .1 .4 1.4 3.9 7.4 10.1 10.2 9.6 11.5 (1) 54.4

2002............... (1) .1 .4 1.4 3.7 7.2 9.9 9.9 9.5 11.3 (1) 53.4

2003............... (1) .1 .4 1.3 3.6 7.1 9.8 9.9 9.4 11.2 .4 53.1

2004............... (1) .1 .4 1.3 3.5 6.9 9.8 9.8 9.3 11.2 .8 52.9

2005............... (1) .1 .4 1.3 3.4 6.8 9.7 9.8 9.2 11.0 1.1 52.7

2006............... (1) .1 .4 1.3 3.3 6.6 9.6 9.8 9.2 10.9 1.5 52.6

2007............... (1) .1 .4 1.3 3.3 6.5 9.5 9.7 9.1 10.9 1.8 52.5

2008............... (1) .1 .4 1.2 3.3 6.4 9.4 9.6 9.0 10.8 2.2 52.4

2009............... (1) .1 .3 1.2 3.2 6.4 9.3 9.6 9.0 10.7 2.2 52.0

2010............... (1) .1 .3 1.2 3.2 6.3 9.2 9.5 9.0 10.7 2.2 51.7

1 Fewer than 50.
Benefit Payments

114

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B54.—Young Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Widow

1975 ............... 1.3 14.2 37.3 55.0 78.2 107.4 133.3 125.6 69.9 22.4 .3 645.0

1980 ............... 1.0 12.9 37.3 67.3 87.6 100.0 111.5 103.1 66.0 22.9 .3 609.7

1985 ............... .4 8.9 33.8 63.4 81.8 73.4 57.3 42.6 26.2 16.2 .5 404.6

1990 ............... .3 5.8 25.6 57.7 72.7 68.1 46.1 29.2 18.8 14.8 1.0 339.9

1991 ............... .3 5.6 24.0 56.0 73.0 67.6 46.8 28.0 18.1 14.2 1.1 334.7

1992 ............... .3 5.4 21.8 53.3 73.2 66.1 47.4 27.5 16.9 13.6 1.2 326.8

1993 ............... .3 5.3 20.3 51.0 73.5 65.6 47.4 27.2 16.4 12.8 1.2 321.0

1994 ............... .3 4.9 19.0 48.6 69.8 65.1 47.4 26.9 16.1 13.0 1.6 312.8

1995 ............... .3 4.6 17.9 45.7 68.2 65.4 47.5 26.0 15.6 12.7 1.9 305.6

1996 ............... .2 4.0 16.6 42.1 65.6 64.5 46.6 26.1 15.1 12.3 1.8 294.9

1997 ............... .2 3.5 15.5 37.9 62.2 62.9 45.6 26.1 14.7 11.8 1.8 282.2

1998 ............... .2 3.3 14.4 34.6 58.9 61.9 45.1 26.0 14.4 11.4 1.9 272.2

1999 ............... .2 3.2 13.2 31.8 55.8 60.5 45.2 25.9 14.0 10.9 1.9 262.6

2000 ............... .1 3.0 12.1 29.4 52.4 59.0 45.4 25.7 13.6 10.5 .9 252.2

2001 ............... .1 3.0 11.5 28.0 49.1 57.3 45.3 25.4 13.5 10.2 .9 244.3

2002 ............... .1 2.9 11.1 26.9 46.1 55.6 44.9 25.2 13.5 10.0 .9 237.1

2003 ............... .1 2.8 10.9 25.9 43.7 53.8 44.4 25.0 13.4 9.8 1.2 231.0

2004 ............... .1 2.8 10.7 24.9 41.9 52.1 43.6 25.0 13.3 9.6 1.5 225.5

2005 ............... .1 2.8 10.5 24.1 40.5 50.4 42.8 24.9 13.2 9.4 1.8 220.5

2006 ............... .1 2.7 10.3 23.5 39.4 48.6 41.9 24.7 13.1 9.3 2.0 215.8

2007 ............... .1 2.7 10.2 23.0 38.5 46.9 41.0 24.4 12.9 9.3 2.4 211.4

2008 ............... .1 2.7 10.0 22.7 37.6 45.5 40.1 24.1 12.8 9.1 2.6 207.3

2009 ............... .1 2.6 9.9 22.3 36.7 44.3 39.2 23.7 12.7 9.1 2.5 203.3

2010 ............... .1 2.6 9.8 22.0 36.0 43.4 38.3 23.4 12.6 9.0 2.5 199.6

Widower

1975 ............... (1) .1 .3 .4 .5 .7 .9 .9 .5 .2 (1) 4.6

1980 ............... (1) .2 1.3 2.6 3.4 3.7 4.0 3.9 2.7 1.0 (1) 23.1

1985 ............... (1) .2 1.7 4.1 6.1 5.7 4.3 3.0 1.9 .7 (1) 27.8

1990 ............... (1) .2 1.3 3.9 6.2 6.4 4.2 2.4 1.4 .6 (1) 26.6

1991 ............... (1) .2 1.2 3.8 6.4 6.8 4.5 2.5 1.4 .6 (1) 27.3

1992 ............... (1) .1 1.1 3.3 5.9 6.2 4.4 2.3 1.2 .5 .1 25.2

1993 ............... (1) .1 1.0 3.1 5.7 6.1 4.5 2.3 1.1 .5 .1 24.4

1994 ............... (1) .1 .9 2.9 5.2 5.8 4.4 2.4 1.3 .6 (1) 23.6

1995 ............... (1) .1 .8 2.6 5.1 5.9 4.7 2.4 1.2 .5 (1) 23.5

1996 ............... (1) .1 .7 2.4 4.8 5.6 4.6 2.5 1.2 .5 (1) 22.6

1997 ............... (1) .1 .7 2.1 4.4 5.4 4.4 2.6 1.2 .5 (1) 21.5

1998 ............... (1) .1 .7 2.0 4.2 5.2 4.4 2.7 1.3 .5 (1) 21.0

1999 ............... (1) .1 .6 1.8 3.9 5.2 4.5 2.8 1.2 .5 (1) 20.7

2000 ............... (1) .1 .6 1.7 3.6 5.1 4.6 2.9 1.3 .5 (1) 20.5

2001 ............... (1) .1 .6 1.7 3.4 5.0 4.6 2.9 1.4 .5 (1) 20.1

2002 ............... (1) .1 .6 1.7 3.2 4.8 4.6 2.9 1.4 .5 (1) 19.8

2003 ............... (1) .1 .6 1.7 3.1 4.7 4.5 2.9 1.4 .5 .1 19.5

2004 ............... (1) .1 .6 1.6 3.0 4.5 4.4 2.9 1.5 .5 .1 19.2

2005 ............... (1) .1 .6 1.6 2.9 4.4 4.4 2.9 1.5 .5 .1 19.0

2006 ............... (1) .1 .6 1.6 2.9 4.2 4.3 2.9 1.5 .6 .1 18.7

2007 ............... (1) .1 .6 1.6 2.9 4.1 4.2 2.9 1.5 .6 .1 18.4

2008 ............... (1) .1 .6 1.5 2.8 4.0 4.1 2.8 1.4 .6 .1 18.1

2009 ............... (1) .1 .5 1.5 2.8 3.9 4.1 2.8 1.4 .6 .1 17.8

2010 ............... (1) .1 .5 1.5 2.7 3.9 4.0 2.7 1.4 .6 .1 17.5

Total

1975 ............... 1.3 14.3 37.6 55.4 78.7 108.1 134.3 126.5 70.4 22.6 .3 649.6

1980 ............... 1.0 13.1 38.6 69.9 91.0 103.7 115.5 107.0 68.7 23.9 .4 632.8

1985 ............... .4 9.1 35.5 67.5 87.9 79.1 61.6 45.6 28.1 17.0 .5 432.4

1990 ............... .4 6.0 26.8 61.6 78.9 74.5 50.2 31.6 20.1 15.4 1.0 366.5

1991 ............... .4 5.8 25.2 59.8 79.4 74.4 51.3 30.5 19.4 14.8 1.1 362.0

1992 ............... .3 5.5 22.9 56.7 79.1 72.3 51.8 29.8 18.1 14.1 1.3 352.0

1993 ............... .3 5.4 21.3 54.1 79.2 71.6 51.9 29.5 17.5 13.2 1.3 345.4

1994 ............... .3 5.1 19.9 51.5 75.0 70.9 51.9 29.4 17.3 13.6 1.7 336.3

1995 ............... .3 4.7 18.7 48.3 73.3 71.2 52.2 28.4 16.8 13.2 1.9 329.1

1996 ............... .2 4.1 17.3 44.5 70.4 70.1 51.2 28.6 16.3 12.8 1.8 317.5

1997 ............... .2 3.6 16.2 40.0 66.6 68.2 50.1 28.7 15.9 12.3 1.9 303.7

1998 ............... .2 3.4 15.1 36.6 63.0 67.2 49.5 28.7 15.7 11.9 1.9 293.2

1999 ............... .2 3.3 13.8 33.6 59.8 65.7 49.7 28.7 15.2 11.4 2.0 283.3

2000 ............... .1 3.1 12.8 31.1 56.0 64.1 50.0 28.5 14.8 11.0 .9 272.6

2001 ............... .1 3.1 12.0 29.8 52.5 62.2 49.9 28.3 14.9 10.7 .9 264.4

2002 ............... .1 3.0 11.7 28.6 49.3 60.4 49.4 28.1 14.9 10.5 .9 257.0

2003 ............... .1 2.9 11.5 27.6 46.7 58.5 48.9 27.9 14.8 10.3 1.3 250.6

2004 ............... .1 2.9 11.3 26.6 44.9 56.7 48.0 27.9 14.8 10.1 1.5 244.8

2005 ............... .1 2.9 11.1 25.7 43.4 54.7 47.2 27.8 14.7 9.9 1.9 239.4

2006 ............... .1 2.8 10.9 25.1 42.3 52.8 46.2 27.6 14.6 9.9 2.1 234.4

2007 ............... .1 2.8 10.8 24.6 41.3 51.0 45.3 27.3 14.4 9.8 2.4 229.8

2008 ............... .1 2.7 10.6 24.2 40.4 49.5 44.2 27.0 14.3 9.7 2.7 225.4

2009 ............... .1 2.7 10.5 23.9 39.5 48.3 43.3 26.5 14.2 9.7 2.6 221.1

2010 ............... .1 2.7 10.3 23.5 38.7 47.3 42.2 26.1 14.1 9.6 2.6 217.1

1 Fewer than 50.
OASI Numbers

115

Sources:

• Historical figures computed by dividing the number of awards by the number of awards to eligible children of deceased workers and multiplying by 1,000. Eligible children of

deceased workers are minor child beneficiaries under age 16 and disabled child beneficiaries.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B55.—Awards to Young Widow(er)s of Deceased Workers, Per 1,000 Awards to Eligible Children of Deceased Workers

(By age and gender, calendar years, 1975-2010)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-67 Total

Widow

1975............... 2.900 20.340 36.250 43.870 55.990 70.820 82.140 72.010 38.650 11.520 0.900 435.410

1976............... 2.530 18.980 34.500 45.880 57.830 72.780 82.430 74.510 43.030 12.930 1.060 446.460

1977............... 2.630 20.870 38.060 50.030 64.290 77.000 84.630 77.340 44.090 13.650 1.160 473.750

1978............... 2.790 20.470 36.450 50.070 64.170 73.910 79.510 72.060 43.720 13.340 1.150 457.620

1979............... 2.590 21.820 38.810 53.790 66.910 74.500 78.200 70.750 43.160 13.460 1.110 465.090

1980............... 2.690 22.170 40.020 57.070 70.520 75.670 76.230 69.990 44.180 14.340 1.170 474.050

1981............... 2.280 21.440 41.330 58.080 72.760 77.240 75.670 66.310 42.180 14.800 1.230 473.330

1982............... 2.160 19.550 41.780 58.800 71.800 70.010 60.330 50.690 32.850 12.690 1.170 421.830

1983............... 2.050 20.820 41.390 57.150 71.210 71.650 59.080 47.330 32.140 13.260 1.340 417.410

1984............... 1.800 18.470 40.230 55.380 69.890 66.700 52.570 39.450 22.140 10.320 1.500 378.450

1985............... 1.590 17.390 39.750 57.680 70.960 64.640 49.810 35.750 20.380 9.270 1.480 368.720

1986............... 1.470 17.000 41.260 58.470 69.750 63.990 47.080 33.040 19.000 9.290 1.170 361.530

1987............... 1.450 15.130 37.820 57.660 67.070 63.070 44.520 30.610 17.030 8.660 1.420 344.440

1988............... 1.450 14.560 36.540 56.510 65.200 60.580 42.780 26.700 16.120 8.050 1.320 329.810

1989............... 1.230 13.290 33.880 54.900 62.860 59.210 39.860 24.460 13.810 7.390 1.630 312.510

1990............... 1.270 12.310 32.090 52.950 62.240 57.320 37.010 22.790 12.090 6.820 1.560 298.470

1991............... 1.160 12.230 30.260 51.250 61.400 55.600 38.470 21.350 11.880 6.680 1.680 291.980

1992............... 1.060 10.910 26.440 47.700 58.610 54.700 38.650 21.300 10.970 5.760 1.600 277.700

1993............... .900 10.650 24.780 45.700 59.230 53.050 37.420 20.530 11.020 5.660 1.430 270.370

1994............... .950 9.540 22.640 43.890 57.250 52.540 37.230 19.930 10.190 5.230 1.410 260.810

1995............... .900 9.010 21.500 40.240 55.110 52.430 36.300 18.140 9.140 5.220 1.500 249.500

1996............... .790 7.730 19.770 36.710 54.210 51.960 35.760 19.000 9.140 4.880 1.410 241.360

1997............... .720 7.290 17.940 32.540 49.220 49.720 35.370 19.370 8.920 5.160 1.500 227.760

1998............... .710 7.320 17.430 29.660 46.740 49.970 35.620 19.770 8.920 4.910 1.530 222.590

1999............... .600 6.810 15.760 28.420 45.290 49.680 36.430 20.350 9.050 4.480 1.510 218.370

2000............... .500 6.330 14.940 25.820 41.700 47.270 35.430 19.010 8.240 4.150 3.210 206.590

2001............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 1.560 212.380

2002............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 1.560 212.380

2003............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 1.560 212.380

2004............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 1.820 212.640

2005............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 2.080 212.900

2006............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 2.340 213.160

2007............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 2.600 213.420

2008............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 2.860 213.680

2009............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 3.120 213.940

2010............... .570 6.650 15.630 27.330 43.730 48.520 35.790 19.580 8.620 4.390 3.120 213.940

Widower

1975............... .130 .890 1.580 1.910 2.440 3.080 3.580 3.140 1.680 .500 .040 18.960

1976............... .150 1.090 1.980 2.640 3.330 4.190 4.750 4.280 2.480 .750 .060 25.710

1977............... .170 1.370 2.510 3.290 4.240 5.080 5.580 5.100 2.910 .900 .080 31.230

1978............... .180 1.310 2.330 3.200 4.110 4.730 5.100 4.620 2.800 .850 .080 29.310

1979............... .170 1.390 2.470 3.430 4.270 4.750 4.990 4.510 2.750 .860 .070 29.660

1980............... .210 1.750 3.150 4.500 5.560 5.970 6.020 5.530 3.490 1.130 .090 37.420

1981............... .180 1.750 3.370 4.730 5.930 6.300 6.170 5.400 3.450 1.210 .100 38.610

1982............... .180 1.610 3.430 4.830 5.900 5.750 4.960 4.170 2.700 1.040 .090 34.660

1983............... .020 .710 3.040 5.000 6.120 6.230 5.160 3.950 2.500 1.160 .020 33.890

1984............... .030 .620 2.780 4.420 6.080 5.810 4.770 3.350 2.350 .970 .080 31.260

1985............... .010 .570 2.420 4.270 5.840 5.200 4.620 3.000 1.850 1.070 .040 28.900

1986............... .020 .610 2.510 4.690 5.740 5.780 4.310 2.830 1.910 .850 .040 29.270

1987............... .040 .570 2.600 4.640 6.170 5.870 4.350 2.730 1.750 .790 .050 29.550

1988............... .010 .480 2.310 4.300 5.580 5.370 4.130 2.530 1.480 .820 .030 27.040

1989............... .020 .500 2.190 4.240 5.590 5.350 3.850 2.110 1.390 .630 .060 25.920

1990............... .030 .470 1.990 4.310 5.340 5.730 3.870 2.200 1.350 .640 .040 25.960

1991............... .010 .470 1.880 4.050 5.950 6.090 4.340 2.640 1.300 .620 .050 27.410

1992............... .020 .460 1.860 4.230 5.950 6.190 4.580 2.530 1.160 .590 .050 27.620

1993............... .020 .420 1.600 3.790 5.600 5.850 4.720 2.580 1.190 .560 .040 26.360

1994............... .010 .450 1.540 3.560 5.340 5.660 4.410 2.720 1.260 .550 .040 25.540

1995............... .030 .320 1.400 3.150 5.360 5.660 5.040 2.390 1.260 .560 .040 25.200

1996............... .020 .340 1.260 3.030 4.510 5.040 4.580 2.560 1.150 .470 .010 22.960

1997............... .010 .300 1.280 2.290 3.730 4.940 4.160 2.460 1.320 .460 .010 20.960

1998............... .040 .230 1.210 2.540 4.120 5.200 4.340 2.550 1.280 .480 .060 22.050

1999............... .010 .260 1.090 2.300 3.600 5.370 4.670 2.790 1.130 .530 .060 21.810

2000............... .000 .320 1.200 2.280 3.810 4.970 4.490 3.000 1.260 .620 .060 22.000

2001............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .050 21.930

2002............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .050 21.930

2003............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .050 21.930

2004............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .050 21.940

2005............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .060 21.950

2006............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .070 21.950

2007............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .080 21.960

2008............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .080 21.970

2009............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .090 21.980

2010............... .010 .290 1.170 2.330 3.790 5.150 4.520 2.850 1.220 .560 .090 21.980
116

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rate to the number of awards to eligible children of deceased workers. Eligible children of deceased workers are minor child beneficiaries under age 16 and disabled child beneficiaries.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B56.—Awards to Young Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-67 Total

Widow

1975 ............... 0.7 5.2 9.3 11.2 14.3 18.1 21.0 18.4 9.9 2.9 0.2 111.4

1980 ............... .6 4.7 8.4 12.0 14.9 15.9 16.1 14.8 9.3 3.0 .2 99.9

1985 ............... .3 3.2 7.2 10.5 12.9 11.7 9.1 6.5 3.7 1.7 .3 67.0

1990 ............... .2 2.2 5.7 9.3 11.0 10.1 6.5 4.0 2.1 1.2 .3 52.6

1991 ............... .2 2.2 5.4 9.2 11.0 10.0 6.9 3.8 2.1 1.2 .3 52.5

1992 ............... .2 2.0 4.9 8.8 10.8 10.0 7.1 3.9 2.0 1.1 .3 51.0

1993 ............... .2 2.0 4.7 8.6 11.2 10.0 7.1 3.9 2.1 1.1 .3 51.0

1994 ............... .2 1.8 4.3 8.3 10.9 10.0 7.1 3.8 1.9 1.0 .3 49.5

1995 ............... .2 1.7 4.0 7.5 10.3 9.8 6.8 3.4 1.7 1.0 .3 46.6

1996 ............... .1 1.4 3.6 6.6 9.8 9.4 6.4 3.4 1.6 .9 .3 43.5

1997 ............... .1 1.3 3.1 5.6 8.5 8.6 6.1 3.3 1.5 .9 .3 39.3

1998 ............... .1 1.3 3.0 5.1 8.0 8.6 6.1 3.4 1.5 .8 .3 38.1

1999 ............... .1 1.2 2.7 4.9 7.8 8.5 6.3 3.5 1.6 .8 .3 37.5

2000 ............... .1 1.1 2.6 4.5 7.3 8.3 6.2 3.3 1.4 .7 .6 36.2

2001 ............... .1 1.1 2.7 4.7 7.5 8.3 6.1 3.4 1.5 .8 .3 36.4

2002 ............... .1 1.1 2.7 4.6 7.4 8.2 6.1 3.3 1.5 .7 .3 36.0

2003 ............... .1 1.1 2.6 4.6 7.4 8.2 6.0 3.3 1.5 .7 .3 35.7

2004 ............... .1 1.1 2.6 4.5 7.3 8.1 6.0 3.3 1.4 .7 .3 35.4

2005 ............... .1 1.1 2.6 4.5 7.2 8.0 5.9 3.2 1.4 .7 .3 35.0

2006 ............... .1 1.1 2.5 4.4 7.1 7.8 5.8 3.2 1.4 .7 .4 34.5

2007 ............... .1 1.1 2.5 4.4 7.0 7.7 5.7 3.1 1.4 .7 .4 34.0

2008 ............... .1 1.0 2.5 4.3 6.9 7.6 5.6 3.1 1.4 .7 .5 33.6

2009 ............... .1 1.0 2.4 4.2 6.8 7.5 5.6 3.0 1.3 .7 .5 33.2

2010 ............... .1 1.0 2.4 4.2 6.7 7.4 5.5 3.0 1.3 .7 .5 32.8

Widower

1975 ............... (1) .2 .4 .5 .6 .8 .9 .8 .4 .1 (1) 4.9

1980 ............... (1) .4 .7 .9 1.2 1.3 1.3 1.2 .7 .2 (1) 7.9

1985 ............... (1) .1 .4 .8 1.1 .9 .8 .5 .3 .2 (1) 5.3

1990 ............... (1) .1 .4 .8 .9 1.0 .7 .4 .2 .1 (1) 4.6

1991 ............... (1) .1 .3 .7 1.1 1.1 .8 .5 .2 .1 (1) 4.9

1992 ............... (1) .1 .3 .8 1.1 1.1 .8 .5 .2 .1 (1) 5.1

1993 ............... (1) .1 .3 .7 1.1 1.1 .9 .5 .2 .1 (1) 5.0

1994 ............... (1) .1 .3 .7 1.0 1.1 .8 .5 .2 .1 (1) 4.8

1995 ............... (1) .1 .3 .6 1.0 1.1 .9 .4 .2 .1 (1) 4.7

1996 ............... (1) .1 .2 .5 .8 .9 .8 .5 .2 .1 (1) 4.1

1997 ............... (1) .1 .2 .4 .6 .9 .7 .4 .2 .1 (1) 3.6

1998 ............... (1) (1) .2 .4 .7 .9 .7 .4 .2 .1 (1) 3.8

1999 ............... (1) (1) .2 .4 .6 .9 .8 .5 .2 .1 (1) 3.8

2000 ............... (1) .1 .2 .4 .7 .9 .8 .5 .2 .1 (1) 3.9

2001 ............... (1) (1) .2 .4 .6 .9 .8 .5 .2 .1 (1) 3.8

2002 ............... (1) (1) .2 .4 .6 .9 .8 .5 .2 .1 (1) 3.7

2003 ............... (1) (1) .2 .4 .6 .9 .8 .5 .2 .1 (1) 3.7

2004 ............... (1) (1) .2 .4 .6 .9 .8 .5 .2 .1 (1) 3.6

2005 ............... (1) (1) .2 .4 .6 .8 .7 .5 .2 .1 (1) 3.6

2006 ............... (1) (1) .2 .4 .6 .8 .7 .5 .2 .1 (1) 3.6

2007 ............... (1) (1) .2 .4 .6 .8 .7 .5 .2 .1 (1) 3.5

2008 ............... (1) (1) .2 .4 .6 .8 .7 .4 .2 .1 (1) 3.5

2009 ............... (1) (1) .2 .4 .6 .8 .7 .4 .2 .1 (1) 3.4

2010 ............... (1) (1) .2 .4 .6 .8 .7 .4 .2 .1 (1) 3.4

Total

1975 ............... .8 5.4 9.7 11.7 14.9 18.9 21.9 19.2 10.3 3.1 .2 116.2

1980 ............... .6 5.0 9.1 13.0 16.0 17.2 17.3 15.9 10.0 3.3 .3 107.8

1985 ............... .3 3.3 7.7 11.3 14.0 12.7 9.9 7.0 4.0 1.9 .3 72.2

1990 ............... .2 2.3 6.0 10.1 11.9 11.1 7.2 4.4 2.4 1.3 .3 57.2

1991 ............... .2 2.3 5.8 9.9 12.1 11.1 7.7 4.3 2.4 1.3 .3 57.4

1992 ............... .2 2.1 5.2 9.5 11.8 11.2 7.9 4.4 2.2 1.2 .3 56.0

1993 ............... .2 2.1 5.0 9.3 12.2 11.1 8.0 4.4 2.3 1.2 .3 56.0

1994 ............... .2 1.9 4.6 9.0 11.9 11.1 7.9 4.3 2.2 1.1 .3 54.4

1995 ............... .2 1.7 4.3 8.1 11.3 10.9 7.7 3.8 1.9 1.1 .3 51.3

1996 ............... .1 1.5 3.8 7.2 10.6 10.3 7.3 3.9 1.9 1.0 .3 47.7

1997 ............... .1 1.3 3.3 6.0 9.1 9.4 6.8 3.8 1.8 1.0 .3 42.9

1998 ............... .1 1.3 3.2 5.5 8.7 9.4 6.8 3.8 1.7 .9 .3 41.9

1999 ............... .1 1.2 2.9 5.3 8.4 9.5 7.1 4.0 1.8 .9 .3 41.3

2000 ............... .1 1.2 2.8 4.9 8.0 9.2 7.0 3.9 1.7 .8 .6 40.0

2001 ............... .1 1.2 2.9 5.1 8.1 9.2 6.9 3.8 1.7 .8 .3 40.1

2002 ............... .1 1.2 2.8 5.0 8.1 9.1 6.8 3.8 1.7 .8 .3 39.7

2003 ............... .1 1.2 2.8 5.0 8.0 9.0 6.8 3.8 1.7 .8 .3 39.4

2004 ............... .1 1.2 2.8 4.9 7.9 8.9 6.7 3.7 1.6 .8 .3 39.0

2005 ............... .1 1.1 2.8 4.9 7.8 8.8 6.6 3.7 1.6 .8 .4 38.6

2006 ............... .1 1.1 2.7 4.8 7.7 8.7 6.5 3.6 1.6 .8 .4 38.0

2007 ............... .1 1.1 2.7 4.7 7.6 8.6 6.4 3.6 1.6 .8 .4 37.5

2008 ............... .1 1.1 2.6 4.7 7.5 8.4 6.3 3.5 1.5 .8 .5 37.1

2009 ............... .1 1.1 2.6 4.6 7.4 8.3 6.3 3.5 1.5 .8 .5 36.6

2010 ............... .1 1.1 2.6 4.5 7.3 8.2 6.2 3.4 1.5 .8 .5 36.2

1 Fewer than 50.
OASI Number

117

Sources:

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B57.—Young Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Young Widow(er)s In Force

(By age and gender, as of December 31, 1975-2010)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Widow

1975............... 5.132 6.009 8.117 8.119 8.345 9.743 11.720 12.112 12.112 9.514 9.064 10.368

1976............... 4.959 5.905 7.986 7.989 8.214 9.620 11.603 11.989 11.991 9.348 9.116 10.217

1977............... 5.077 5.840 7.945 7.948 8.169 9.572 11.561 11.950 11.949 9.319 9.040 10.144

1978............... 5.042 5.843 7.876 8.314 8.185 9.690 11.345 12.173 12.016 9.495 9.041 10.174

1979............... 4.554 5.698 7.612 8.039 8.112 9.554 11.171 11.776 11.423 8.893 8.543 9.854

1980............... 4.675 6.380 7.483 8.118 8.056 9.456 14.371 11.489 11.212 8.610 9.091 10.314

1981............... 3.256 5.826 7.120 8.106 8.431 10.084 13.427 11.896 11.502 8.078 9.317 10.265

1982............... 4.138 7.157 8.619 9.932 10.582 12.559 14.188 14.314 13.730 9.385 10.920 12.074

1983............... 3.704 7.048 8.510 9.949 10.390 12.300 14.213 14.353 14.975 9.827 9.117 11.743

1984............... 5.133 7.281 9.215 10.643 11.452 13.443 15.363 15.290 15.643 9.966 8.458 12.603

1985............... 5.896 7.112 9.242 10.151 11.240 13.569 15.295 15.386 15.650 9.830 7.771 12.465

1986............... 6.868 7.812 9.718 10.797 12.067 14.395 15.965 15.631 16.123 10.462 8.160 13.078

1987............... 5.714 8.379 10.931 12.585 13.880 16.297 17.998 17.281 17.073 10.959 9.130 14.705

1988............... 8.625 9.359 11.226 12.601 14.226 16.463 18.239 17.587 17.531 10.985 8.971 14.933

1989............... 7.022 8.787 10.939 12.210 13.765 16.482 17.768 17.587 17.492 10.538 7.242 14.648

1990............... -44.957 -11.647 .904 8.021 15.215 19.618 21.418 21.772 20.377 17.496 42.784 15.144

1991............... 6.304 7.754 10.633 12.390 14.236 17.127 18.359 18.195 17.126 11.061 6.934 15.040

1992............... 5.686 8.566 9.947 11.070 13.433 16.813 19.288 19.135 17.195 10.712 6.431 14.794

1993............... 5.747 8.497 9.853 10.985 13.370 16.722 19.211 19.056 17.098 10.588 6.114 14.762

1994............... 5.861 7.576 10.291 11.480 13.213 15.875 18.110 17.752 17.217 10.459 5.983 14.413

1995............... 6.615 7.484 10.457 12.175 13.681 16.456 18.744 18.192 17.766 10.792 6.695 14.979

1996............... 11.211 9.745 14.730 18.177 21.652 25.501 26.367 22.088 19.137 11.345 7.143 21.575

1997............... 14.500 10.191 15.416 19.073 22.206 25.592 26.806 22.480 18.646 12.062 7.760 22.080

1998............... 11.050 11.943 16.648 20.487 22.863 25.816 26.701 23.088 18.472 11.897 7.883 22.624

1999............... 9.877 12.803 17.173 20.992 23.225 25.738 26.458 23.598 19.023 11.881 8.814 22.887

2000............... 12.081 13.181 17.738 21.893 23.603 25.741 26.555 24.278 19.442 12.050 18.658 23.369

2001............... 11.899 13.163 17.722 21.891 23.613 25.743 26.544 24.285 19.465 12.022 18.658 23.388

2002............... 12.142 13.162 17.709 21.900 23.618 25.745 26.551 24.315 19.512 12.055 18.658 23.399

2003............... 12.161 13.139 17.704 21.909 23.617 25.747 26.544 24.322 19.511 12.058 16.615 23.382

2004............... 12.159 13.160 17.709 21.909 23.614 25.750 26.546 24.328 19.486 12.026 15.473 23.358

2005............... 12.157 13.164 17.700 21.902 23.604 25.752 26.541 24.317 19.468 12.047 14.639 23.328

2006............... 12.155 13.164 17.710 21.897 23.604 25.755 26.542 24.317 19.473 12.058 14.113 23.294

2007............... 12.155 13.162 17.702 21.895 23.605 25.756 26.540 24.311 19.488 12.072 13.592 23.254

2008............... 12.156 13.161 17.702 21.892 23.609 25.755 26.541 24.306 19.490 12.064 13.257 23.219

2009............... 12.157 13.161 17.703 21.895 23.609 25.753 26.539 24.301 19.492 12.060 13.284 23.202

2010............... 12.157 13.161 17.704 21.893 23.608 25.750 26.539 24.298 19.487 12.053 13.223 23.185

Widower

1975............... 38.462 39.716 31.579 19.059 9.430 9.302 19.043 22.609 22.852 22.485 33.333 19.364

1976............... 43.478 43.165 35.000 23.248 13.770 13.863 23.181 26.637 26.635 26.496 20.000 23.410

1977............... 48.571 45.305 37.948 26.797 17.591 17.669 26.758 29.895 29.939 30.056 25.000 26.838

1978............... 27.273 45.813 40.137 30.390 22.808 21.945 28.868 33.485 35.262 31.030 16.129 29.494

1979............... 14.286 51.121 42.434 32.246 24.042 23.980 29.446 34.616 36.981 35.447 14.286 31.016

1980............... 16.667 43.265 39.457 32.736 22.355 24.899 28.808 35.769 36.286 36.564 18.182 30.800

1981............... 27.273 45.420 39.685 33.451 26.092 27.087 31.385 37.563 39.537 37.612 25.714 32.799

1982............... 37.500 47.037 40.593 34.437 29.066 28.916 33.903 39.561 42.901 39.077 28.571 34.765

1983............... 28.571 45.185 39.509 34.943 29.160 28.350 33.358 38.130 39.481 38.472 40.625 33.518

1984............... 33.333 44.167 43.804 37.689 32.020 31.645 37.291 41.027 40.492 41.873 37.931 36.368

1985............... 50.000 45.946 42.696 37.862 33.989 32.340 38.380 41.399 42.895 41.069 33.333 37.108

1986............... 75.000 45.161 45.075 41.421 37.433 36.650 40.611 44.204 44.334 41.029 33.333 40.117

1987............... .000 42.105 46.457 43.245 40.813 38.877 42.591 47.989 46.751 43.692 38.235 42.513

1988............... .000 42.187 44.242 43.206 40.724 38.273 42.111 48.601 46.039 44.240 48.718 42.149

1989............... .000 45.294 40.906 42.473 39.443 38.652 40.527 45.801 46.741 44.681 46.809 41.110

1990............... .000 24.845 32.884 37.660 39.598 41.541 44.410 48.151 49.038 53.420 52.941 41.714

1991............... 33.333 37.500 42.810 41.125 38.892 39.130 39.611 43.826 43.417 41.611 48.718 40.292

1992............... .000 37.063 37.132 37.125 37.134 37.119 37.127 37.102 42.833 42.802 43.860 37.515

1993............... -16.667 34.932 35.010 34.946 34.930 34.944 34.943 34.954 40.854 40.598 41.379 35.333

1994............... 33.333 31.944 37.143 33.018 33.757 33.734 34.635 38.308 37.280 40.000 55.882 34.774

1995............... 50.000 34.127 32.653 35.799 33.595 34.326 36.540 36.864 37.118 42.045 50.000 35.327

1996............... .000 45.614 50.401 51.803 52.078 54.158 54.392 49.464 44.333 42.248 59.524 52.026

1997............... 25.000 40.708 50.693 52.427 54.184 53.733 53.103 48.501 43.475 44.603 67.442 51.997

1998............... 66.667 32.558 51.655 52.947 54.207 54.424 53.138 49.436 44.479 41.903 72.973 52.298

1999............... 50.000 42.857 48.068 54.413 54.677 54.894 51.478 49.374 43.361 41.837 73.913 52.118

2000............... 100.000 38.835 52.412 53.656 55.198 53.958 52.404 48.472 44.801 40.449 69.231 52.016

2001............... 37.546 38.892 52.034 53.666 55.139 54.000 52.392 48.417 44.834 40.658 69.231 51.927

2002............... 37.546 38.523 51.967 53.748 55.150 53.984 52.388 48.440 44.854 40.932 69.231 51.869

2003............... 37.546 38.594 51.908 53.671 55.148 53.931 52.384 48.456 44.823 40.860 65.668 51.792

2004............... 37.546 38.429 51.916 53.715 55.152 53.920 52.380 48.435 44.750 40.762 63.149 51.734

2005............... 37.546 38.588 51.911 53.624 55.171 53.939 52.387 48.435 44.783 40.743 61.309 51.702

2006............... 37.546 38.551 51.930 53.675 55.149 53.926 52.389 48.457 44.770 40.595 60.285 51.666

2007............... 37.546 38.550 51.986 53.670 55.166 53.906 52.375 48.434 44.789 40.514 59.225 51.631

2008............... 37.546 38.549 51.947 53.661 55.157 53.931 52.375 48.450 44.781 40.597 58.525 51.623

2009............... 37.546 38.549 51.966 53.670 55.154 53.946 52.382 48.448 44.785 40.715 58.797 51.620

2010............... 37.546 38.549 51.950 53.675 55.159 53.955 52.378 48.436 44.778 40.763 58.718 51.613
Benefit Payments

118

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rate to number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B58.—Young Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Widow

1975 ............... 0.1 0.9 3.0 4.5 6.5 10.5 15.6 15.2 8.5 2.1 (1) 66.9

1980 ............... (1) .8 2.8 5.5 7.1 9.5 16.0 11.8 7.4 2.0 (1) 62.9

1985 ............... (1) .6 3.1 6.4 9.2 10.0 8.8 6.6 4.1 1.6 (1) 50.4

1990 ............... (1) (1) .2 4.6 11.1 13.4 9.9 6.4 3.8 2.6 0.4 51.5

1991 ............... (1) .4 2.5 6.9 10.4 11.6 8.6 5.1 3.1 1.6 .1 50.3

1992 ............... (1) .5 2.2 5.9 9.8 11.1 9.1 5.3 2.9 1.5 .1 48.3

1993 ............... (1) .5 2.0 5.6 9.8 11.0 9.1 5.2 2.8 1.4 .1 47.4

1994 ............... (1) .4 2.0 5.6 9.2 10.3 8.6 4.8 2.8 1.4 .1 45.1

1995 ............... (1) .3 1.9 5.6 9.3 10.8 8.9 4.7 2.8 1.4 .1 45.8

1996 ............... (1) .4 2.4 7.7 14.2 16.4 12.3 5.8 2.9 1.4 .1 63.6

1997 ............... (1) .4 2.4 7.2 13.8 16.1 12.2 5.9 2.7 1.4 .1 62.3

1998 ............... (1) .4 2.4 7.1 13.5 16.0 12.0 6.0 2.7 1.4 .1 61.6

1999 ............... (1) .4 2.3 6.7 13.0 15.6 12.0 6.1 2.7 1.3 .2 60.1

2000 ............... (1) .4 2.2 6.4 12.4 15.2 12.1 6.2 2.6 1.3 .2 58.9

2001 ............... (1) .4 2.0 6.1 11.6 14.7 12.0 6.2 2.6 1.2 .2 57.1

2002 ............... (1) .4 2.0 5.9 10.9 14.3 11.9 6.1 2.6 1.2 .2 55.5

2003 ............... (1) .4 1.9 5.7 10.3 13.8 11.8 6.1 2.6 1.2 .2 54.0

2004 ............... (1) .4 1.9 5.5 9.9 13.4 11.6 6.1 2.6 1.2 .2 52.7

2005 ............... (1) .4 1.9 5.3 9.6 13.0 11.4 6.0 2.6 1.1 .3 51.4

2006 ............... (1) .4 1.8 5.1 9.3 12.5 11.1 6.0 2.5 1.1 .3 50.3

2007 ............... (1) .4 1.8 5.0 9.1 12.1 10.9 5.9 2.5 1.1 .3 49.2

2008 ............... (1) .3 1.8 5.0 8.9 11.7 10.6 5.9 2.5 1.1 .3 48.1

2009 ............... (1) .3 1.8 4.9 8.7 11.4 10.4 5.8 2.5 1.1 .3 47.2

2010 ............... (1) .3 1.7 4.8 8.5 11.2 10.2 5.7 2.5 1.1 .3 46.3

Widower

1975 ............... (1) .1 .1 .1 (1) .1 .2 .2 .1 (1) (1) .9

1980 ............... (1) .1 .5 .9 .8 .9 1.2 1.4 1.0 .4 (1) 7.1

1985 ............... (1) .1 .7 1.5 2.1 1.9 1.7 1.2 .8 .3 (1) 10.3

1990 ............... (1) (1) .4 1.5 2.5 2.7 1.9 1.2 .7 .3 (1) 11.1

1991 ............... (1) .1 .5 1.6 2.5 2.6 1.8 1.1 .6 .2 (1) 11.0

1992 ............... (1) .1 .4 1.2 2.2 2.3 1.6 .9 .5 .2 (1) 9.4

1993 ............... (1) .1 .3 1.1 2.0 2.1 1.6 .8 .5 .2 (1) 8.6

1994 ............... (1) (1) .3 .9 1.8 2.0 1.5 .9 .5 .2 (1) 8.2

1995 ............... (1) (1) .3 .9 1.7 2.0 1.7 .9 .5 .2 (1) 8.3

1996 ............... (1) .1 .4 1.3 2.5 3.0 2.5 1.2 .5 .2 (1) 11.7

1997 ............... (1) (1) .4 1.1 2.4 2.9 2.4 1.2 .5 .2 (1) 11.2

1998 ............... (1) (1) .4 1.0 2.3 2.9 2.3 1.3 .6 .2 (1) 11.0

1999 ............... (1) (1) .3 1.0 2.2 2.9 2.3 1.4 .5 .2 (1) 10.8

2000 ............... (1) (1) .3 .9 2.0 2.8 2.4 1.4 .6 .2 (1) 10.6

2001 ............... (1) (1) .3 .9 1.9 2.7 2.4 1.4 .6 .2 (1) 10.5

2002 ............... (1) (1) .3 .9 1.8 2.6 2.4 1.4 .6 .2 (1) 10.3

2003 ............... (1) (1) .3 .9 1.7 2.5 2.4 1.4 .7 .2 (1) 10.1

2004 ............... (1) (1) .3 .9 1.6 2.5 2.3 1.4 .7 .2 (1) 10.0

2005 ............... (1) (1) .3 .9 1.6 2.4 2.3 1.4 .7 .2 (1) 9.8

2006 ............... (1) (1) .3 .8 1.6 2.3 2.3 1.4 .7 .2 (1) 9.6

2007 ............... (1) (1) .3 .8 1.6 2.2 2.2 1.4 .7 .2 (1) 9.5

2008 ............... (1) (1) .3 .8 1.6 2.2 2.2 1.4 .6 .2 (1) 9.3

2009 ............... (1) (1) .3 .8 1.5 2.1 2.1 1.3 .6 .2 .1 9.2

2010 ............... (1) (1) .3 .8 1.5 2.1 2.1 1.3 .6 .2 .1 9.1

Total

1975 ............... .1 .9 3.1 4.5 6.6 10.5 15.8 15.4 8.6 2.2 (1) 67.8

1980 ............... (1) .9 3.3 6.3 7.8 10.4 17.2 13.2 8.4 2.3 (1) 70.0

1985 ............... (1) .7 3.8 8.0 11.3 11.8 10.4 7.8 4.9 1.9 (1) 60.7

1990 ............... (1) (1) .6 6.1 13.5 16.0 11.7 7.5 4.5 2.9 .4 62.6

1991 ............... (1) .5 3.1 8.5 12.9 14.2 10.4 6.2 3.7 1.8 .1 61.3

1992 ............... (1) .5 2.6 7.1 12.0 13.4 10.8 6.1 3.4 1.7 .1 57.8

1993 ............... (1) .5 2.3 6.7 11.8 13.1 10.7 6.0 3.3 1.5 .1 56.0

1994 ............... (1) .4 2.3 6.5 11.0 12.3 10.1 5.7 3.2 1.6 .1 53.3

1995 ............... (1) .4 2.1 6.5 11.0 12.8 10.6 5.6 3.2 1.6 .1 54.1

1996 ............... (1) .4 2.8 8.9 16.7 19.5 14.8 7.0 3.4 1.6 .2 75.4

1997 ............... (1) .4 2.8 8.3 16.2 19.0 14.6 7.1 3.3 1.6 .2 73.5

1998 ............... (1) .4 2.8 8.1 15.7 18.8 14.4 7.3 3.2 1.6 .2 72.6

1999 ............... (1) .4 2.6 7.6 15.1 18.4 14.3 7.5 3.2 1.5 .2 70.9

2000 ............... (1) .4 2.5 7.4 14.4 18.0 14.4 7.6 3.2 1.5 .2 69.6

2001 ............... (1) .4 2.3 7.1 13.4 17.4 14.4 7.6 3.2 1.4 .2 67.6

2002 ............... (1) .4 2.3 6.8 12.6 16.9 14.3 7.5 3.3 1.4 .2 65.8

2003 ............... (1) .4 2.2 6.6 12.0 16.4 14.1 7.5 3.3 1.4 .2 64.1

2004 ............... (1) .4 2.2 6.3 11.5 15.9 13.9 7.5 3.3 1.4 .3 62.6

2005 ............... (1) .4 2.2 6.2 11.2 15.3 13.7 7.5 3.2 1.3 .3 61.2

2006 ............... (1) .4 2.1 6.0 10.9 14.8 13.4 7.4 3.2 1.3 .3 59.9

2007 ............... (1) .4 2.1 5.9 10.7 14.3 13.1 7.3 3.2 1.3 .4 58.6

2008 ............... (1) .4 2.1 5.8 10.4 13.9 12.8 7.2 3.1 1.3 .4 57.5

2009 ............... (1) .4 2.0 5.7 10.2 13.5 12.5 7.1 3.1 1.3 .4 56.4

2010 ............... (1) .4 2.0 5.6 10.0 13.3 12.2 7.0 3.1 1.3 .4 55.3

1 Fewer than 50.
OASI Numbers

119

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B59.—Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1975-2010)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Widow

1975............... 1.3 13.3 34.2 50.6 71.6 96.9 117.7 110.4 61.5 20.3 0.3 578.1

1980............... .9 12.0 34.5 61.8 80.5 90.6 95.4 91.2 58.6 20.9 .3 546.8

1985............... .4 8.3 30.7 57.0 72.6 63.4 48.5 36.1 22.1 14.7 .5 354.2

1990............... .5 6.5 25.3 53.1 61.6 54.7 36.2 22.8 14.9 12.2 .6 288.4

1991............... .3 5.2 21.4 49.1 62.6 56.0 38.2 22.9 15.0 12.6 1.0 284.4

1992............... .3 4.9 19.7 47.4 63.4 55.0 38.2 22.2 14.0 12.1 1.2 278.4

1993............... .2 4.8 18.3 45.4 63.7 54.6 38.3 22.0 13.6 11.4 1.2 273.6

1994............... .3 4.5 17.0 43.0 60.5 54.8 38.9 22.2 13.3 11.6 1.5 267.7

1995............... .2 4.2 16.0 40.1 58.9 54.6 38.6 21.3 12.8 11.3 1.8 259.8

1996............... .2 3.6 14.1 34.5 51.4 48.1 34.3 20.3 12.2 10.9 1.7 231.3

1997............... .2 3.1 13.1 30.7 48.4 46.8 33.4 20.2 12.0 10.4 1.7 219.9

1998............... .2 2.9 12.0 27.5 45.4 45.9 33.1 20.0 11.7 10.1 1.7 210.6

1999............... .1 2.8 10.9 25.1 42.9 44.9 33.3 19.8 11.3 9.6 1.7 202.5

2000............... .1 2.6 10.0 22.9 40.1 43.8 33.3 19.4 10.9 9.2 .7 193.2

2001............... .1 2.6 9.4 21.9 37.5 42.5 33.3 19.2 10.9 9.0 .7 187.2

2002............... .1 2.5 9.1 21.0 35.2 41.3 33.0 19.1 10.9 8.8 .7 181.7

2003............... .1 2.5 9.0 20.3 33.4 39.9 32.6 18.9 10.8 8.6 1.0 177.0

2004............... .1 2.4 8.8 19.5 32.0 38.7 32.0 18.9 10.7 8.4 1.2 172.8

2005............... .1 2.4 8.6 18.8 30.9 37.4 31.5 18.8 10.7 8.3 1.5 169.0

2006............... .1 2.4 8.5 18.3 30.1 36.1 30.8 18.7 10.5 8.2 1.7 165.5

2007............... .1 2.3 8.4 18.0 29.4 34.8 30.1 18.5 10.4 8.1 2.0 162.2

2008............... .1 2.3 8.3 17.7 28.7 33.7 29.5 18.3 10.3 8.0 2.3 159.2

2009............... .1 2.3 8.2 17.4 28.0 32.9 28.8 18.0 10.2 8.0 2.2 156.1

2010............... .1 2.2 8.1 17.2 27.5 32.2 28.1 17.7 10.2 7.9 2.1 153.3

Widower

1975............... (1) .1 .2 .3 .5 .6 .8 .7 .4 .1 (1) 3.7

1980............... (1) .1 .8 1.8 2.7 2.8 2.9 2.5 1.7 .7 (1) 16.0

1985............... (1) .1 1.0 2.5 4.0 3.9 2.7 1.8 1.1 .4 (1) 17.5

1990............... (1) .1 .8 2.4 3.8 3.8 2.3 1.2 .7 .3 (1) 15.5

1991............... (1) .1 .7 2.2 3.9 4.1 2.7 1.4 .8 .3 (1) 16.3

1992............... (1) .1 .7 2.1 3.7 3.9 2.8 1.5 .7 .3 (1) 15.7

1993............... (1) .1 .6 2.0 3.7 3.9 2.9 1.5 .7 .3 (1) 15.8

1994............... (1) .1 .6 1.9 3.4 3.9 2.9 1.5 .8 .3 (1) 15.4

1995............... (1) .1 .6 1.7 3.4 3.9 3.0 1.5 .8 .3 (1) 15.2

1996............... (1) .1 .4 1.2 2.3 2.6 2.1 1.3 .7 .3 (1) 10.8

1997............... (1) .1 .4 1.0 2.0 2.5 2.1 1.3 .7 .3 (1) 10.3

1998............... (1) .1 .3 .9 1.9 2.4 2.0 1.3 .7 .3 (1) 10.0

1999............... (1) (1) .3 .8 1.8 2.4 2.2 1.4 .7 .3 (1) 9.9

2000............... (1) .1 .3 .8 1.6 2.4 2.2 1.5 .7 .3 (1) 9.8

2001............... (1) .1 .3 .8 1.5 2.3 2.2 1.5 .8 .3 (1) 9.7

2002............... (1) .1 .3 .8 1.4 2.2 2.2 1.5 .8 .3 (1) 9.5

2003............... (1) .1 .3 .8 1.4 2.2 2.1 1.5 .8 .3 (1) 9.4

2004............... (1) .1 .3 .8 1.3 2.1 2.1 1.5 .8 .3 (1) 9.3

2005............... (1) .1 .3 .7 1.3 2.0 2.1 1.5 .8 .3 (1) 9.2

2006............... (1) .1 .3 .7 1.3 1.9 2.1 1.5 .8 .3 (1) 9.0

2007............... (1) .1 .3 .7 1.3 1.9 2.0 1.5 .8 .3 (1) 8.9

2008............... (1) .1 .3 .7 1.3 1.9 2.0 1.5 .8 .3 (1) 8.7

2009............... (1) .1 .3 .7 1.2 1.8 1.9 1.4 .8 .3 (1) 8.6

2010............... (1) .1 .3 .7 1.2 1.8 1.9 1.4 .8 .3 (1) 8.5

Total

1975............... 1.3 13.4 34.5 50.9 72.1 97.6 118.5 111.1 61.9 20.4 .3 581.9

1980............... .9 12.2 35.3 63.6 83.2 93.4 98.3 93.8 60.3 21.6 .3 562.8

1985............... .4 8.4 31.6 59.5 76.7 67.3 51.2 37.8 23.2 15.1 .5 371.7

1990............... .5 6.6 26.2 55.5 65.4 58.5 38.5 24.1 15.6 12.5 .6 303.9

1991............... .3 5.3 22.1 51.3 66.5 60.2 40.9 24.3 15.8 13.0 1.0 300.7

1992............... .3 5.0 20.3 49.5 67.1 58.9 41.0 23.7 14.7 12.4 1.2 294.2

1993............... .3 4.9 18.9 47.4 67.4 58.5 41.2 23.5 14.2 11.7 1.2 289.4

1994............... .3 4.6 17.6 45.0 64.0 58.6 41.8 23.6 14.1 12.0 1.6 283.1

1995............... .2 4.3 16.6 41.8 62.2 58.5 41.6 22.8 13.6 11.6 1.8 275.0

1996............... .2 3.7 14.5 35.6 53.7 50.6 36.4 21.6 12.9 11.2 1.7 242.1

1997............... .2 3.2 13.4 31.7 50.4 49.3 35.5 21.6 12.7 10.6 1.7 230.2

1998............... .2 3.0 12.4 28.4 47.3 48.3 35.1 21.3 12.5 10.3 1.7 220.6

1999............... .1 2.9 11.2 25.9 44.6 47.3 35.4 21.2 12.0 9.9 1.8 212.4

2000............... .1 2.7 10.3 23.7 41.7 46.2 35.5 20.9 11.6 9.5 .7 203.1

2001............... .1 2.6 9.7 22.7 39.0 44.8 35.5 20.7 11.6 9.3 .7 196.8

2002............... .1 2.6 9.4 21.8 36.6 43.5 35.1 20.5 11.7 9.1 .7 191.2

2003............... .1 2.5 9.2 21.0 34.7 42.1 34.7 20.4 11.6 8.9 1.0 186.4

2004............... .1 2.5 9.1 20.2 33.3 40.8 34.1 20.4 11.5 8.8 1.3 182.1

2005............... .1 2.5 8.9 19.6 32.2 39.4 33.5 20.3 11.5 8.6 1.6 178.2

2006............... .1 2.4 8.8 19.1 31.4 38.0 32.8 20.2 11.4 8.5 1.8 174.5

2007............... .1 2.4 8.7 18.7 30.7 36.7 32.2 20.0 11.2 8.5 2.1 171.1

2008............... .1 2.4 8.5 18.4 30.0 35.6 31.4 19.7 11.1 8.4 2.3 167.9

2009............... .1 2.3 8.4 18.1 29.3 34.7 30.7 19.4 11.0 8.3 2.2 164.7

2010............... .1 2.3 8.3 17.9 28.7 34.0 30.0 19.1 11.0 8.3 2.2 161.8

1 Fewer than 50.
Benefit Payments

120

Sources:

• Numbers of minor and disabled children of retired workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor child of retired worker

under age 16 and disabled child of retired worker awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of

December figures (excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B60.—Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Minor and

disabled children

of retired workers 1

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1975 ..................... 526.9 39.569 208.5 ... 5.999 12.5 196.0 ...

1976 ..................... 524.7 39.636 208.0 ... 6.001 12.5 195.5 ...

1977 ..................... 541.9 38.727 209.9 ... 6.001 12.6 197.3 ...

1978 ..................... 529.9 40.222 213.2 ... 6.068 12.9 200.2 ...

1979 ..................... 519.6 40.588 210.9 ... 5.794 12.2 198.7 ...

1980 ..................... 511.1 40.683 207.9 ... 5.658 11.8 196.2 ...

1981 ..................... 498.9 39.951 199.3 ... 6.198 12.4 187.0 ...

1982 ..................... 490.3 37.349 183.1 ... 6.801 12.5 170.7 ...

1983 ..................... 360.4 36.359 131.1 ... 7.665 10.0 121.0 ...

1984 ..................... 359.6 33.635 121.0 ... 7.954 9.6 111.3 ...

1985 ..................... 362.4 31.997 116.0 ... 7.580 8.8 107.2 ...

1986 ..................... 365.9 30.338 111.0 ... 7.627 8.5 102.5 ...

1987 ..................... 369.0 28.761 106.1 ... 8.676 9.2 96.9 ...

1988 ..................... 373.1 26.469 98.8 ... 8.864 8.8 90.0 ...

1989 ..................... 377.3 25.675 96.9 ... 8.504 8.2 88.6 ...

1990 ..................... 385.8 24.335 93.9 ... 7.237 6.8 87.1 ...

1991 ..................... 395.9 23.154 91.7 ... 8.152 7.5 84.2 ...

1992 ..................... 408.8 22.150 90.6 ... 8.735 7.9 82.7 ...

1993 ..................... 419.6 21.150 88.7 ... 8.745 7.8 81.0 ...

1994 ..................... 427.4 19.986 85.4 ... 8.329 7.1 78.3 ...

1995 ..................... 434.0 18.994 82.4 ... 8.584 7.1 75.4 ...

1996 ..................... 438.4 17.929 78.6 ... 16.590 13.0 65.6 ...

1997 ..................... 441.9 16.797 74.2 ... 17.279 12.8 61.4 ...

1998 ..................... 444.8 15.829 70.4 ... 17.928 12.6 57.8 ...

1999 ..................... 450.1 14.970 67.4 ... 18.042 12.2 55.2 ...

2000 ..................... 463.2 14.445 66.9 ... 17.082 11.4 55.5 ...

2001-II ................. 468.0 14.306 67.0 0.011 17.461 11.7 55.3 0.007

2001-IV................ 469.1 13.965 65.5 ... 17.086 11.2 54.3 ...

2002-II ................. 473.2 13.877 65.7 .011 17.462 11.5 54.2 .007

2002-IV................ 473.6 13.592 64.4 ... 17.086 11.0 53.4 ...

2003-II ................. 477.3 13.593 64.9 .011 17.432 11.3 53.6 .007

2003-IV................ 477.1 13.400 63.9 ... 17.024 10.9 53.1 ...

2004-II ................. 480.0 13.439 64.5 .011 17.369 11.2 53.3 .007

2004-IV................ 479.0 13.285 63.6 ... 16.959 10.8 52.8 ...

2005-II ................. 481.1 13.350 64.2 .011 17.306 11.1 53.1 .007

2005-IV................ 479.3 13.224 63.4 ... 16.898 10.7 52.7 ...

2006-II ................. 480.5 13.315 64.0 .011 17.246 11.0 52.9 .007

2006-IV................ 477.8 13.216 63.1 ... 16.838 10.6 52.5 ...

2007-II ................. 478.8 13.317 63.8 .011 17.187 11.0 52.8 .007

2007-IV................ 476.0 13.227 63.0 ... 16.780 10.6 52.4 ...

2008-II ................. 476.8 13.337 63.6 .011 17.130 10.9 52.7 .007

2008-IV................ 473.8 13.257 62.8 ... 16.723 10.5 52.3 ...

2009-II ................. 475.0 13.325 63.3 .011 17.098 10.8 52.5 .007

2009-IV................ 472.3 13.202 62.4 ... 16.717 10.4 51.9 ...

2010-II ................. 473.5 13.278 62.9 .011 17.092 10.7 52.1 .007

2010-IV................ 470.9 13.163 62.0 ... 16.710 10.4 51.6 ...

1 1982 and earlier includes all minor and disabled children of retired workers; 1983 and later includes minor children under age 16 and all disabled children of retired workers.
OASI Numbers

121

Sources:

• Numbers of minor and disabled children of retired workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor child of retired worker

under age 16 and disabled child of retired worker awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of

December figures (excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B61.—Young Husbands 1 of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1983-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Minor and

disabled children

of retired workers 2

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1983..................... 360.4 .021 0.1 ... 8.108 (3) 0.1 ...

1984..................... 359.6 .049 .2 ... 10.227 (3) .2 ...

1985..................... 362.4 .047 .2 ... 10.465 (3) .2 ...

1986..................... 365.9 .042 .2 ... 11.039 (3) .1 ...

1987..................... 369.0 .037 .1 ... 9.420 (3) .1 ...

1988..................... 373.1 .036 .1 ... 15.789 (3) .1 ...

1989..................... 377.3 .032 .1 ... 18.852 (3) .1 ...

1990..................... 385.8 .031 .1 ... 11.765 (3) .1 ...

1991..................... 395.9 .032 .1 ... 12.000 (3) .1 ...

1992..................... 408.8 .029 .1 ... 12.712 (3) .1 ...

1993..................... 419.6 .025 .1 ... 9.524 (3) .1 ...

1994..................... 427.4 .022 .1 ... 11.702 (3) .1 ...

1995..................... 434.0 .021 .1 ... 15.217 (3) .1 ...

1996..................... 438.4 .020 .1 ... 20.690 (3) .1 ...

1997..................... 441.9 .018 .1 ... 24.051 (3) .1 ...

1998..................... 444.8 .020 .1 ... 25.287 (3) .1 ...

1999..................... 450.1 .020 .1 ... 26.136 (3) .1 ...

2000..................... 463.2 .019 .1 ... 30.337 (3) .1 ...

2001-II................. 468.0 .019 .1 0.006 29.143 (3) .1 -0.008

2001-IV ............... 469.1 .020 .1 ... 26.087 (3) .1 ...

2002-II................. 473.2 .019 .1 .006 26.822 (3) .1 -.008

2002-IV ............... 473.6 .019 .1 ... 25.556 (3) .1 ...

2003-II................. 477.3 .019 .1 .006 27.249 (3) .1 -.008

2003-IV ............... 477.1 .019 .1 ... 26.966 (3) .1 ...

2004-II................. 480.0 .019 .1 .006 28.351 (3) .1 -.008

2004-IV ............... 479.0 .019 .1 ... 27.778 (3) .1 ...

2005-II................. 481.1 .019 .1 .006 28.749 (3) .1 -.008

2005-IV ............... 479.3 .019 .1 ... 27.778 (3) .1 ...

2006-II................. 480.5 .019 .1 .006 28.749 (3) .1 -.008

2006-IV ............... 477.8 .019 .1 ... 27.778 (3) .1 ...

2007-II................. 478.8 .019 .1 .006 28.749 (3) .1 -.008

2007-IV ............... 476.0 .019 .1 ... 27.778 (3) .1 ...

2008-II................. 476.8 .019 .1 .006 29.143 (3) .1 -.008

2008-IV ............... 473.8 .019 .1 ... 28.571 (3) .1 ...

2009-II................. 475.0 .019 .1 .006 29.143 (3) .1 -.008

2009-IV ............... 472.3 .019 .1 ... 27.778 (3) .1 ...

2010-II................. 473.5 .019 .1 .006 29.297 (3) .1 -.008

2010-IV ............... 470.9 .019 .1 ... 28.889 (3) .1 ...

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Includes minor children under age 16 and all disabled children of retired workers.

3 Fewer than 50.
Benefit Payments

122

Sources:

• Numbers of minor and disabled children of deceased workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor survivor child under age

16 and disabled survivor child awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of December figures

(excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B62.—Mother Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Minor and

disabled children of

deceased workers 1

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1975 ................... 2,433.2 26.508 645.0 ... 10.368 66.9 578.1 ...

1976 ................... 2,397.4 26.557 636.7 ... 10.217 65.0 571.6 ...

1977 ................... 2,362.3 26.931 636.2 ... 10.144 64.5 571.7 ...

1978 ................... 2,291.5 27.391 627.6 ... 10.174 63.9 563.8 ...

1979 ................... 2,233.4 27.779 620.4 ... 9.854 61.1 559.3 ...

1980 ................... 2,170.2 28.095 609.7 ... 10.314 62.9 546.8 ...

1981 ................... 2,103.4 28.085 590.7 ... 10.265 60.6 530.1 ...

1982 ................... 2,042.3 27.644 564.6 ... 12.074 68.2 496.4 ...

1983 ................... 1,501.0 28.905 433.9 ... 11.743 50.9 382.9 ...

1984 ................... 1,475.7 28.310 417.8 ... 12.603 52.6 365.1 ...

1985 ................... 1,454.2 27.825 404.6 ... 12.465 50.4 354.2 ...

1986 ................... 1,429.7 26.905 384.7 ... 13.078 50.3 334.3 ...

1987 ................... 1,410.1 26.091 367.9 ... 14.705 54.1 313.8 ...

1988 ................... 1,407.1 25.294 355.9 ... 14.933 53.1 302.8 ...

1989 ................... 1,419.7 24.475 347.5 ... 14.648 50.9 296.6 ...

1990 ................... 1,435.6 23.678 339.9 ... 15.144 51.5 288.4 ...

1991 ................... 1,456.6 22.981 334.7 ... 15.040 50.3 284.4 ...

1992 ................... 1,483.5 22.028 326.8 ... 14.794 48.3 278.4 ...

1993 ................... 1,510.3 21.250 321.0 ... 14.762 47.4 273.6 ...

1994 ................... 1,537.4 20.344 312.8 ... 14.413 45.1 267.7 ...

1995 ................... 1,556.5 19.635 305.6 ... 14.979 45.8 259.8 ...

1996 ................... 1,566.6 18.826 294.9 ... 21.575 63.6 231.3 ...

1997 ................... 1,568.6 17.993 282.2 ... 22.080 62.3 219.9 ...

1998 ................... 1,570.7 17.328 272.2 ... 22.624 61.6 210.6 ...

1999 ................... 1,573.8 16.686 262.6 ... 22.887 60.1 202.5 ...

2000 ................... 1,578.8 15.971 252.2 ... 23.369 58.9 193.2 ...

2001-II ............... 1,586.3 15.688 248.9 0.003 26.397 65.7 183.2 -0.037

2001-IV.............. 1,578.0 15.481 244.3 ... 23.388 57.1 187.2 ...

2002-II ............... 1,585.2 15.224 241.3 .003 26.412 63.7 177.6 -.037

2002-IV.............. 1,576.7 15.041 237.1 ... 23.399 55.5 181.7 ...

2003-II ............... 1,582.6 14.828 234.7 .003 26.409 62.0 172.7 -.037

2003-IV.............. 1,572.8 14.688 231.0 ... 23.382 54.0 177.0 ...

2004-II ............... 1,576.8 14.513 228.8 .003 26.390 60.4 168.5 -.037

2004-IV.............. 1,565.1 14.409 225.5 ... 23.358 52.7 172.8 ...

2005-II ............... 1,566.4 14.272 223.6 .003 26.364 58.9 164.6 -.037

2005-IV.............. 1,552.1 14.204 220.5 ... 23.328 51.4 169.0 ...

2006-II ............... 1,551.4 14.095 218.7 .003 26.333 57.6 161.1 -.037

2006-IV.............. 1,535.3 14.053 215.8 ... 23.295 50.3 165.5 ...

2007-II ............... 1,534.6 13.953 214.1 .003 26.298 56.3 157.8 -.037

2007-IV.............. 1,518.7 13.919 211.4 ... 23.254 49.2 162.2 ...

2008-II ............... 1,518.8 13.820 209.9 .003 26.261 55.1 154.8 -.037

2008-IV.............. 1,503.8 13.787 207.3 ... 23.219 48.1 159.2 ...

2009-II ............... 1,504.9 13.677 205.8 .003 26.236 54.0 151.8 -.037

2009-IV.............. 1,491.1 13.633 203.3 ... 23.202 47.2 156.1 ...

2010-II ............... 1,493.3 13.523 201.9 .003 26.220 52.9 149.0 -.037

2010-IV.............. 1,480.6 13.479 199.6 ... 23.185 46.3 153.3 ...

1 1982 and earlier includes all minor and disabled children of deceased workers; 1983 and later includes minor children under age 16 and all disabled children of deceased workers.
OASI Numbers

123

Sources:

• Numbers of minor and disabled children of deceased workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor survivor child under age

16 and disabled survivor child awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of December figures

(excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B63.—Father Beneficiaries 1 In Force, Withheld, and In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Minor and

disabled children of

deceased workers 2

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1975................... 2,433.2 0.190 4.6 ... 19.364 0.9 3.7 ...

1976................... 2,397.4 .389 9.3 ... 23.410 2.2 7.1 ...

1977................... 2,362.3 .609 14.4 ... 26.838 3.9 10.5 ...

1978................... 2,291.5 .777 17.8 ... 29.494 5.3 12.6 ...

1979................... 2,233.4 .939 21.0 ... 31.016 6.5 14.5 ...

1980................... 2,170.2 1.062 23.1 ... 30.800 7.1 16.0 ...

1981................... 2,103.4 1.237 26.0 ... 32.799 8.5 17.5 ...

1982................... 2,042.3 1.380 28.2 ... 34.765 9.8 18.4 ...

1983................... 1,501.0 1.742 26.1 ... 33.518 8.8 17.4 ...

1984................... 1,475.7 1.842 27.2 ... 36.368 9.9 17.3 ...

1985................... 1,454.2 1.909 27.8 ... 37.108 10.3 17.5 ...

1986................... 1,429.7 1.826 26.1 ... 40.117 10.5 15.6 ...

1987................... 1,410.1 1.853 26.1 ... 42.513 11.1 15.0 ...

1988................... 1,407.1 1.842 25.9 ... 42.149 10.9 15.0 ...

1989................... 1,419.7 1.857 26.4 ... 41.110 10.8 15.5 ...

1990................... 1,435.6 1.851 26.6 ... 41.714 11.1 15.5 ...

1991................... 1,456.6 1.873 27.3 ... 40.292 11.0 16.3 ...

1992................... 1,483.5 1.697 25.2 ... 37.515 9.4 15.7 ...

1993................... 1,510.3 1.615 24.4 ... 35.333 8.6 15.8 ...

1994................... 1,537.4 1.534 23.6 ... 34.774 8.2 15.4 ...

1995................... 1,556.5 1.507 23.5 ... 35.327 8.3 15.2 ...

1996................... 1,566.6 1.441 22.6 ... 52.026 11.7 10.8 ...

1997................... 1,568.6 1.368 21.5 ... 51.997 11.2 10.3 ...

1998................... 1,570.7 1.337 21.0 ... 52.298 11.0 10.0 ...

1999................... 1,573.8 1.314 20.7 ... 52.118 10.8 9.9 ...

2000................... 1,578.8 1.296 20.5 ... 52.016 10.6 9.8 ...

2001-II............... 1,586.3 1.285 20.4 0.004 54.872 11.2 9.2 -0.057

2001-IV ............. 1,578.0 1.277 20.1 ... 51.929 10.5 9.7 ...

2002-II............... 1,585.2 1.266 20.1 .004 54.802 11.0 9.1 -.057

2002-IV ............. 1,576.7 1.258 19.8 ... 51.866 10.3 9.5 ...

2003-II............... 1,582.6 1.249 19.8 .004 54.737 10.8 8.9 -.057

2003-IV ............. 1,572.8 1.242 19.5 ... 51.792 10.1 9.4 ...

2004-II............... 1,576.8 1.234 19.5 .004 54.676 10.6 8.8 -.057

2004-IV ............. 1,565.1 1.230 19.2 ... 51.736 10.0 9.3 ...

2005-II............... 1,566.4 1.224 19.2 .004 54.634 10.5 8.7 -.057

2005-IV ............. 1,552.1 1.221 19.0 ... 51.702 9.8 9.2 ...

2006-II............... 1,551.4 1.217 18.9 .004 54.602 10.3 8.6 -.057

2006-IV ............. 1,535.3 1.215 18.7 ... 51.667 9.6 9.0 ...

2007-II............... 1,534.6 1.211 18.6 .004 54.567 10.1 8.4 -.057

2007-IV ............. 1,518.7 1.209 18.4 ... 51.628 9.5 8.9 ...

2008-II............... 1,518.8 1.204 18.3 .004 54.545 10.0 8.3 -.057

2008-IV ............. 1,503.8 1.202 18.1 ... 51.621 9.3 8.7 ...

2009-II............... 1,504.9 1.197 18.0 .004 54.542 9.8 8.2 -.057

2009-IV ............. 1,491.1 1.194 17.8 ... 51.621 9.2 8.6 ...

2010-II............... 1,493.3 1.188 17.7 .004 54.538 9.7 8.1 -.057

2010-IV ............. 1,480.6 1.184 17.5 ... 51.614 9.1 8.5 ...

1 This benefit was not payable until March 19, 1975.

2 1982 and earlier includes all minor and disabled children of deceased workers; 1983 and later includes minor children under age 16 and all disabled children of deceased workers.
Benefit Payments

124

Sources:

• Historical numbers of beneficiaries in force from SSA administrative records; future numbers of beneficiaries in force computed by applying applicable percentage to uninsured

population.

• Historical percentages of uninsured female population computed by dividing corresponding numbers; future percentages projected by regression, with ad hoc adjustments.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B64.—Disabled Widows of Deceased Workers With Benefits In Force

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

In force Percent of uninsured female population

50-59 60-64 Total 50-59 60-64 Total

1975 .............................. 59.5 50.6 110.2 1.412 2.562 1.779

1976 .............................. 62.6 57.5 120.2 1.487 2.928 1.945

1977 .............................. 66.1 61.7 127.8 1.568 3.191 2.078

1978 .............................. 64.3 65.8 130.1 1.527 3.404 2.118

1979 .............................. 62.0 67.7 129.7 1.479 3.616 2.139

1980 .............................. 58.5 68.8 127.3 1.412 3.646 2.112

1981 .............................. 53.6 67.8 121.3 1.319 3.521 2.027

1982 .............................. 48.9 67.7 116.6 1.230 3.462 1.967

1983 .............................. 46.6 65.2 111.7 1.202 3.457 1.940

1984 .............................. 46.7 62.5 109.2 1.236 3.150 1.895

1985 .............................. 47.4 59.6 107.0 1.283 3.106 1.906

1986 .............................. 49.3 56.7 106.0 1.371 2.970 1.926

1987 .............................. 49.3 55.8 105.1 1.413 2.937 1.950

1988 .............................. 48.7 54.5 103.3 1.441 2.894 1.961

1989 .............................. 48.8 53.0 101.8 1.488 2.922 1.999

1990 .............................. 48.8 52.4 101.2 1.522 3.032 2.051

1991 .............................. 60.6 53.9 114.5 1.929 3.155 2.361

1992 .............................. 72.0 59.2 131.2 2.315 3.533 2.741

1993 .............................. 80.9 65.9 146.7 2.624 4.168 3.147

1994 .............................. 85.9 74.4 160.2 2.849 4.736 3.496

1995 .............................. 90.2 82.3 172.4 3.080 5.516 3.902

1996 .............................. 93.6 87.7 181.3 3.241 5.864 4.136

1997 .............................. 95.5 91.5 187.0 3.336 6.502 4.379

1998 .............................. 98.5 94.6 193.1 3.535 6.609 4.578

1999 .............................. 101.3 96.1 197.3 3.668 6.885 4.748

2000 .............................. 102.2 97.5 199.7 3.749 7.052 4.861

2001-II .......................... 104.5 98.7 203.2 3.860 7.136 4.968

2001-IV......................... 106.7 99.5 206.2 3.971 7.202 5.069

2002-II .......................... 108.4 100.5 208.9 4.082 7.233 5.165

2002-IV......................... 110.0 101.1 211.1 4.194 7.245 5.254

2003-II .......................... 111.5 102.3 213.8 4.305 7.295 5.355

2003-IV......................... 112.8 103.1 215.9 4.417 7.325 5.450

2004-II .......................... 114.8 104.0 218.8 4.529 7.408 5.556

2004-IV......................... 116.6 104.9 221.5 4.642 7.486 5.660

2005-II .......................... 118.7 105.6 224.3 4.754 7.585 5.768

2005-IV......................... 120.6 106.2 226.8 4.867 7.683 5.875

2006-II .......................... 121.8 107.4 229.2 4.980 7.746 5.981

2006-IV......................... 122.9 108.6 231.5 5.093 7.814 6.087

2007-II .......................... 123.3 109.6 232.9 5.206 7.858 6.189

2007-IV......................... 123.6 110.6 234.2 5.319 7.908 6.292

2008-II .......................... 123.9 111.6 235.5 5.432 8.021 6.413

2008-IV......................... 124.1 112.5 236.6 5.546 8.138 6.536

2009-II .......................... 123.8 113.6 237.4 5.659 8.250 6.660

2009-IV......................... 123.4 114.7 238.0 5.773 8.367 6.787

2010-II .......................... 122.8 115.8 238.6 5.887 8.478 6.912

2010-IV......................... 122.1 116.9 239.0 6.000 8.597 7.040
OASI Numbers

125

Sources:

• Historical numbers of beneficiaries withheld computed as number in force minus number in current-payment status; future numbers of beneficiaries withheld computed by applying applicable percentage to number of beneficiaries in force.

• Historical percentages of disabled widows computed by dividing number withheld by number in force; future percentages for each age group projected to remain at last known rate

(June or December).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B65.—Disabled Widows of Deceased Workers With Benefits Withheld

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Withheld Percent of disabled widow beneficiaries in force

50-59 60-64 Total 50-59 60-64 Total

1975.............................. 1.6 0.5 2.1 2.770 0.906 1.913

1976.............................. 1.9 1.3 3.3 3.108 2.287 2.715

1977.............................. .9 .6 1.6 1.384 1.049 1.222

1978.............................. .7 1.3 1.9 1.012 1.912 1.467

1979.............................. .4 1.2 1.7 .697 1.806 1.276

1980.............................. .3 1.2 1.5 .556 1.776 1.215

1981.............................. .3 .5 .7 .482 .705 .607

1982.............................. .8 2.5 3.3 1.565 3.740 2.828

1983.............................. .7 2.9 3.6 1.549 4.414 3.220

1984.............................. .7 2.3 3.0 1.500 3.647 2.728

1985.............................. .7 1.5 2.2 1.444 2.543 2.057

1986.............................. .7 .6 1.3 1.445 1.003 1.209

1987.............................. .8 .7 1.5 1.706 1.206 1.440

1988.............................. .8 .7 1.6 1.729 1.370 1.540

1989.............................. .9 .8 1.7 1.845 1.485 1.658

1990.............................. .9 .9 1.7 1.754 1.673 1.712

1991.............................. 1.0 .9 1.9 1.593 1.747 1.665

1992.............................. 1.1 1.1 2.2 1.497 1.841 1.652

1993.............................. 1.2 1.2 2.4 1.493 1.851 1.653

1994.............................. 1.3 1.4 2.7 1.475 1.908 1.676

1995.............................. 1.4 1.6 3.0 1.531 1.939 1.726

1996.............................. 1.5 1.8 3.2 1.568 2.020 1.786

1997.............................. 1.4 1.8 3.3 1.515 2.004 1.754

1998.............................. 1.5 1.9 3.4 1.520 2.038 1.773

1999.............................. 1.5 2.0 3.4 1.457 2.042 1.742

2000.............................. 1.5 2.0 3.5 1.453 2.023 1.731

2001-II.......................... 1.5 2.0 3.6 1.455 2.074 1.756

2001-IV ........................ 1.6 2.0 3.6 1.453 2.023 1.728

2002-II.......................... 1.6 2.1 3.7 1.455 2.074 1.753

2002-IV ........................ 1.6 2.0 3.6 1.453 2.023 1.726

2003-II.......................... 1.6 2.1 3.7 1.455 2.074 1.751

2003-IV ........................ 1.6 2.1 3.7 1.453 2.023 1.725

2004-II.......................... 1.7 2.2 3.8 1.455 2.074 1.749

2004-IV ........................ 1.7 2.1 3.8 1.453 2.023 1.723

2005-II.......................... 1.7 2.2 3.9 1.455 2.074 1.747

2005-IV ........................ 1.8 2.1 3.9 1.453 2.023 1.720

2006-II.......................... 1.8 2.2 4.0 1.455 2.074 1.745

2006-IV ........................ 1.8 2.2 4.0 1.453 2.023 1.720

2007-II.......................... 1.8 2.3 4.1 1.455 2.074 1.746

2007-IV ........................ 1.8 2.2 4.0 1.453 2.023 1.722

2008-II.......................... 1.8 2.3 4.1 1.455 2.074 1.748

2008-IV ........................ 1.8 2.3 4.1 1.453 2.023 1.724

2009-II.......................... 1.8 2.4 4.2 1.455 2.074 1.751

2009-IV ........................ 1.8 2.3 4.1 1.453 2.023 1.727

2010-II.......................... 1.8 2.4 4.2 1.455 2.074 1.755

2010-IV ........................ 1.8 2.4 4.1 1.453 2.023 1.732
Benefit Payments

126

Sources:

• Historical figures from 1-A Table Current-Payment Supplement.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B66.—Disabled Widows of Deceased Workers With Benefits In Current-Payment Status

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar period 50-59 60-64 Total

1975.................................... 57.9 50.2 108.1

1976.................................... 60.7 56.2 116.9

1977.................................... 65.2 61.0 126.2

1978.................................... 63.7 64.5 128.2

1979.................................... 61.6 66.5 128.1

1980.................................... 58.2 67.6 125.8

1981.................................... 53.3 67.3 120.6

1982.................................... 48.1 65.2 113.3

1983.................................... 45.8 62.3 108.1

1984.................................... 46.0 60.2 106.2

1985.................................... 46.7 58.1 104.8

1986.................................... 48.6 56.1 104.7

1987.................................... 48.5 55.1 103.6

1988.................................... 47.9 53.8 101.7

1989.................................... 47.9 52.2 100.1

1990.................................... 47.9 51.5 99.4

1991.................................... 59.6 53.0 112.6

1992.................................... 70.9 58.1 129.0

1993.................................... 79.7 64.6 144.3

1994.................................... 84.6 72.9 157.5

1995.................................... 88.8 80.7 169.5

1996.................................... 92.1 85.9 178.0

1997.................................... 94.1 89.7 183.8

1998.................................... 97.0 92.6 189.7

1999.................................... 99.8 94.1 193.9

2000.................................... 100.7 95.5 196.2

2001-II................................ 103.0 96.6 199.6

2001-IV .............................. 105.1 97.5 202.7

2002-II................................ 106.8 98.4 205.2

2002-IV .............................. 108.4 99.1 207.5

2003-II................................ 109.9 100.2 210.0

2003-IV .............................. 111.2 101.0 212.2

2004-II................................ 113.1 101.9 215.0

2004-IV .............................. 114.9 102.8 217.7

2005-II................................ 116.9 103.4 220.3

2005-IV .............................. 118.8 104.1 222.9

2006-II................................ 120.0 105.2 225.2

2006-IV .............................. 121.1 106.4 227.5

2007-II................................ 121.5 107.4 228.9

2007-IV .............................. 121.8 108.4 230.1

2008-II................................ 122.1 109.3 231.4

2008-IV .............................. 122.3 110.2 232.5

2009-II................................ 122.0 111.2 233.2

2009-IV .............................. 121.6 112.3 233.9

2010-II................................ 121.1 113.4 234.5

2010-IV .............................. 120.4 114.5 234.9
OASI Numbers

127

Sources:

• Historical numbers of beneficiaries in force from SSA administrative records; future numbers of beneficiaries in force computed by applying applicable percentage to uninsured

population.

• Historical percentages of uninsured male population computed by dividing corresponding numbers; future percentages projected by regression, with ad hoc adjustments.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B67.—Disabled Widowers of Deceased Workers With Benefits In Force

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

In force Percent of uninsured male population

50-59 60-64 Total 50-59 60-64 Total

1975.............................. 0.1 0.1 0.2 0.009 0.043 0.017

1976.............................. .1 .1 .2 .010 .036 .017

1977.............................. .3 .2 .5 .030 .048 .034

1978.............................. .5 .3 .7 .046 .067 .052

1979.............................. .5 .3 .9 .052 .096 .063

1980.............................. .6 .4 1.0 .056 .112 .071

1981.............................. .6 .5 1.1 .056 .136 .078

1982.............................. .6 .6 1.2 .056 .142 .082

1983.............................. .6 .7 1.2 .060 .190 .093

1984.............................. .7 .7 1.3 .066 .153 .093

1985.............................. .7 .7 1.4 .071 .184 .103

1986.............................. .8 .8 1.6 .084 .199 .118

1987.............................. .8 .8 1.7 .089 .214 .126

1988.............................. .9 .9 1.7 .095 .205 .131

1989.............................. .8 .9 1.8 .099 .226 .140

1990.............................. .9 .9 1.8 .106 .258 .152

1991.............................. 1.1 1.1 2.2 .137 .278 .181

1992.............................. 1.4 1.2 2.6 .172 .308 .217

1993.............................. 1.7 1.4 3.1 .206 .394 .264

1994.............................. 1.9 1.7 3.5 .235 .413 .295

1995.............................. 2.0 1.9 4.0 .268 .589 .364

1996.............................. 2.2 2.1 4.3 .300 .580 .392

1997.............................. 2.4 2.2 4.6 .321 .714 .437

1998.............................. 2.6 2.4 5.0 .346 .639 .445

1999.............................. 2.8 2.6 5.4 .370 .733 .486

2000.............................. 3.0 2.7 5.6 .393 .711 .498

2001-II.......................... 3.1 2.7 5.9 .409 .748 .518

2001-IV ........................ 3.3 2.9 6.1 .424 .791 .541

2002-II.......................... 3.4 3.0 6.4 .440 .832 .563

2002-IV ........................ 3.6 3.1 6.7 .456 .875 .585

2003-II.......................... 3.8 3.2 7.0 .472 .922 .608

2003-IV ........................ 3.9 3.3 7.2 .488 .974 .632

2004-II.......................... 4.2 3.4 7.6 .504 1.009 .652

2004-IV ........................ 4.4 3.5 7.9 .521 1.046 .672

2005-II.......................... 4.6 3.7 8.3 .537 1.096 .694

2005-IV ........................ 4.9 3.8 8.7 .554 1.149 .717

2006-II.......................... 5.1 3.9 9.1 .571 1.171 .735

2006-IV ........................ 5.4 4.1 9.5 .588 1.194 .752

2007-II.......................... 5.6 4.2 9.8 .600 1.200 .763

2007-IV ........................ 5.7 4.3 10.0 .600 1.200 .763

2008-II.......................... 5.8 4.4 10.2 .600 1.200 .763

2008-IV ........................ 6.0 4.4 10.4 .600 1.200 .762

2009-II.......................... 6.0 4.5 10.5 .600 1.200 .762

2009-IV ........................ 6.1 4.5 10.7 .600 1.200 .762

2010-II.......................... 6.2 4.7 10.8 .600 1.200 .764

2010-IV ........................ 6.3 4.8 11.0 .600 1.200 .765
Benefit Payments

128

Sources:

• Historical numbers of beneficiaries withheld computed as number in force minus number in current-payment status; future numbers of beneficiaries withheld computed by applying applicable percentage to number of beneficiaries in force.

• Historical percentages of disabled widowers computed by dividing number withheld by number in force; future percentages for each age group projected to remain at last known

rate (June or December).

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B68.—Disabled Widowers of Deceased Workers With Benefits Withheld

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Withheld Percent of disabled widower beneficiaries in force

50-59 60-64 Total 50-59 60-64 Total

1975 .............................. (1) (1) (1) 1.136 1.587 1.402

1976 .............................. (1) (1) (1) 2.000 1.626 1.794

1977 .............................. (1) (1) (1) 3.356 4.487 3.744

1978 .............................. (1) (1) (1) 6.237 4.314 5.556

1979 .............................. (1) (1) 0.1 7.910 5.740 7.077

1980 .............................. 0.1 (1) .1 10.976 4.866 8.426

1981 .............................. .1 (1) .1 8.681 6.214 7.516

1982 .............................. .1 0.1 .2 13.860 13.115 13.475

1983 .............................. .1 .1 .2 15.294 16.998 16.186

1984 .............................. .1 .1 .2 15.982 17.761 16.880

1985 .............................. .1 .1 .2 14.863 17.532 16.216

1986 .............................. .1 .1 .3 14.548 17.380 15.943

1987 .............................. .1 .1 .3 15.827 16.947 16.387

1988 .............................. .1 .2 .3 14.554 18.971 16.792

1989 .............................. .1 .2 .3 13.239 18.595 16.036

1990 .............................. .1 .2 .3 12.152 18.691 15.510

1991 .............................. .1 .2 .3 10.503 17.048 13.651

1992 .............................. .1 .2 .3 9.503 15.781 12.443

1993 .............................. .1 .2 .4 8.609 14.894 11.495

1994 .............................. .1 .2 .4 7.812 13.874 10.668

1995 .............................. .2 .3 .4 7.463 14.264 10.772

1996 .............................. .2 .3 .4 7.397 13.435 10.315

1997 .............................. .2 .3 .4 6.904 12.124 9.422

1998 .............................. .2 .3 .4 6.262 11.148 8.631

1999 .............................. .2 .3 .5 5.914 11.365 8.540

2000 .............................. .2 .3 .5 5.648 11.015 8.169

2001-II .......................... .2 .3 .5 5.807 11.490 8.459

2001-IV......................... .2 .3 .5 5.648 11.015 8.141

2002-II .......................... .2 .3 .5 5.807 11.490 8.438

2002-IV......................... .2 .3 .5 5.648 11.015 8.123

2003-II .......................... .2 .4 .6 5.807 11.490 8.413

2003-IV......................... .2 .4 .6 5.648 11.015 8.097

2004-II .......................... .2 .4 .6 5.807 11.490 8.376

2004-IV......................... .2 .4 .6 5.648 11.015 8.053

2005-II .......................... .3 .4 .7 5.807 11.490 8.326

2005-IV......................... .3 .4 .7 5.648 11.015 8.004

2006-II .......................... .3 .5 .8 5.807 11.490 8.276

2006-IV......................... .3 .4 .8 5.648 11.015 7.957

2007-II .......................... .3 .5 .8 5.807 11.490 8.236

2007-IV......................... .3 .5 .8 5.648 11.015 7.946

2008-II .......................... .3 .5 .8 5.807 11.490 8.233

2008-IV......................... .3 .5 .8 5.648 11.015 7.932

2009-II .......................... .4 .5 .9 5.807 11.490 8.225

2009-IV......................... .3 .5 .8 5.648 11.015 7.931

2010-II .......................... .4 .5 .9 5.807 11.490 8.244

2010-IV......................... .4 .5 .9 5.648 11.015 7.967

1 Fewer than 50.
OASI Numbers

129

Sources:

• Historical figures from 1-A Table Current-Payment Supplement.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B69.—Disabled Widowers of Deceased Workers With Benefits In Current-Payment Status

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar period 50-59 60-64 Total

1975 ................................... 0.1 0.1 0.2

1976 ................................... .1 .1 .2

1977 ................................... .3 .1 .4

1978 ................................... .4 .2 .7

1979 ................................... .5 .3 .8

1980 ................................... .5 .4 .9

1981 ................................... .5 .5 1.0

1982 ................................... .5 .5 1.0

1983 ................................... .5 .5 1.0

1984 ................................... .6 .6 1.1

1985 ................................... .6 .6 1.2

1986 ................................... .7 .7 1.4

1987 ................................... .7 .7 1.4

1988 ................................... .7 .7 1.4

1989 ................................... .7 .8 1.5

1990 ................................... .8 .8 1.6

1991 ................................... 1.0 .9 1.9

1992 ................................... 1.3 1.0 2.3

1993 ................................... 1.5 1.2 2.7

1994 ................................... 1.7 1.4 3.2

1995 ................................... 1.9 1.7 3.6

1996 ................................... 2.1 1.8 3.9

1997 ................................... 2.2 2.0 4.2

1998 ................................... 2.4 2.1 4.5

1999 ................................... 2.6 2.3 4.9

2000 ................................... 2.8 2.4 5.2

2001-II ............................... 3.0 2.4 5.4

2001-IV.............................. 3.1 2.5 5.6

2002-II ............................... 3.2 2.6 5.9

2002-IV.............................. 3.4 2.7 6.1

2003-II ............................... 3.5 2.8 6.4

2003-IV.............................. 3.7 2.9 6.7

2004-II ............................... 3.9 3.0 6.9

2004-IV.............................. 4.1 3.2 7.3

2005-II ............................... 4.3 3.3 7.6

2005-IV.............................. 4.6 3.4 8.0

2006-II ............................... 4.8 3.5 8.3

2006-IV.............................. 5.1 3.6 8.7

2007-II ............................... 5.3 3.7 9.0

2007-IV.............................. 5.4 3.8 9.2

2008-II ............................... 5.5 3.9 9.4

2008-IV.............................. 5.6 3.9 9.6

2009-II ............................... 5.7 4.0 9.7

2009-IV.............................. 5.8 4.0 9.8

2010-II ............................... 5.8 4.1 10.0

2010-IV.............................. 5.9 4.2 10.1
Benefit Payments

130

Sources:

• Uninsured female population age 60-64 computed by subtracting insured female population age 60-64 (shown earlier) from population age 60-64 (from the Office of the Chief

Actuary).

• Historical ratio to uninsured female population computed by dividing sum of aged wife and uninsured widow beneficiaries in force under age 65 by uninsured female population

age 60-64; future ratios based on historical pattern and judgment.

• Historical numbers of aged wife and uninsured widow beneficiaries in force from SSA administrative records; future figures computed by applying applicable percentage to uninsured female population.

• Historical ratio of aged wife beneficiaries to aged wife and uninsured widow beneficiaries, combined, computed by dividing corresponding numbers; future ratios projected based

on historical pattern and judgment.

• Future numbers of aged wife beneficiaries computed by applying applicable percentage to aged wife and uninsured widow beneficiaries, combined.

• Future numbers of aged uninsured widow beneficiaries computed by subtracting number of aged wife beneficiaries from aged wife and uninsured widow beneficiaries, combined.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B70.—Aged Wives of Retired Workers and Uninsured Widows of Deceased Workers, Under Age 65, With Benefits In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Uninsured

female

population

age 60-64

Aged wife and uninsured widow

beneficiaries under age 65 Aged wife beneficiaries under age 65

Aged uninsured

widow beneficiaries

under age 65

Percent of uninsured

female population

age 60-64 Number

Percent of aged wife

and uninsured

widow beneficiaries

under age 65 Number

1975 .............................. 1,976.9 36.940 730.3 60.748 443.6 286.6

1976 .............................. 1,965.0 36.256 712.4 61.597 438.8 273.6

1977 .............................. 1,932.6 37.147 717.9 62.644 449.7 268.2

1978 .............................. 1,932.9 35.021 676.9 64.358 435.6 241.3

1979 .............................. 1,872.5 35.574 666.1 64.848 432.0 234.1

1980 .............................. 1,887.7 34.850 657.9 66.298 436.1 221.7

1981 .............................. 1,924.8 34.538 664.8 66.300 440.8 224.0

1982 .............................. 1,955.4 34.649 677.5 66.857 453.0 224.6

1983 .............................. 1,885.3 37.724 711.2 66.457 472.7 238.6

1984 .............................. 1,983.8 37.188 737.7 66.073 487.4 250.3

1985 .............................. 1,919.3 38.659 742.0 65.752 487.9 254.1

1986 .............................. 1,909.3 38.201 729.4 66.116 482.2 247.1

1987 .............................. 1,900.7 38.940 740.1 64.478 477.2 262.9

1988 .............................. 1,884.1 38.246 720.6 65.056 468.8 251.8

1989 .............................. 1,813.8 38.212 693.1 65.482 453.8 239.2

1990 .............................. 1,728.5 38.895 672.3 66.364 446.2 226.1

1991 .............................. 1,709.6 38.893 664.9 66.108 439.6 225.4

1992 .............................. 1,676.0 38.282 641.6 67.777 434.9 206.7

1993 .............................. 1,580.1 38.881 614.3 69.027 424.1 190.3

1994 .............................. 1,569.9 37.365 586.6 69.799 409.4 177.2

1995 .............................. 1,491.5 36.576 545.5 70.261 383.3 162.2

1996 .............................. 1,495.4 34.262 512.4 70.162 359.5 152.9

1997 .............................. 1,407.5 34.346 483.4 70.799 342.3 141.2

1998 .............................. 1,430.8 32.774 468.9 70.363 329.9 139.0

1999 .............................. 1,395.4 32.109 448.0 71.245 319.2 128.8

2000 .............................. 1,382.5 31.535 436.0 72.868 317.7 118.3

2001-II .......................... 1,382.4 31.584 436.6 72.995 318.7 117.9

2001-IV......................... 1,382.2 31.633 437.2 73.123 319.7 117.5

2002-II .......................... 1,389.4 31.682 440.2 73.251 322.5 117.8

2002-IV......................... 1,396.1 31.731 443.0 73.379 325.1 117.9

2003-II .......................... 1,402.0 31.779 445.5 73.506 327.5 118.0

2003-IV......................... 1,407.1 31.828 447.8 73.634 329.8 118.1

2004-II .......................... 1,404.6 31.877 447.7 73.762 330.3 117.5

2004-IV......................... 1,401.5 31.926 447.4 73.890 330.6 116.8

2005-II .......................... 1,392.1 31.975 445.1 74.017 329.5 115.7

2005-IV......................... 1,382.4 32.024 442.7 74.145 328.2 114.5

2006-II .......................... 1,386.7 32.072 444.7 74.273 330.3 114.4

2006-IV......................... 1,389.7 32.121 446.4 74.401 332.1 114.3

2007-II .......................... 1,395.1 32.170 448.8 74.528 334.5 114.3

2007-IV......................... 1,398.7 32.219 450.7 74.656 336.4 114.2

2008-II .......................... 1,391.1 32.268 448.9 74.784 335.7 113.2

2008-IV......................... 1,382.3 32.317 446.7 74.911 334.6 112.1

2009-II .......................... 1,377.1 32.365 445.7 75.039 334.4 111.3

2009-IV......................... 1,370.5 32.414 444.2 75.167 333.9 110.3

2010-II .......................... 1,365.9 32.463 443.4 75.295 333.9 109.6

2010-IV......................... 1,359.8 32.512 442.1 75.423 333.4 108.7
OASI Numbers

131

Sources:

• Uninsured female population age 65 or older computed by subtracting insured female population age 65 or older (shown earlier) from population age 65 or older (from the Office

of the Chief Actuary).

• Historical ratio to uninsured female population computed by dividing sum of aged wife and uninsured widow beneficiaries in force age 65 or older by uninsured female population

age 65 or older; future ratios projected by regression.

• Historical numbers of aged wife and uninsured widow beneficiaries in force from SSA administrative records; future figures computed by applying applicable percentage to uninsured female population.

• Historical ratio of aged wife beneficiaries to aged wife and uninsured widow beneficiaries, combined, computed by dividing corresponding numbers; future ratios projected based

on historical pattern and judgment.

• Future numbers of aged wife beneficiaries computed by applying applicable percentage to aged wife and uninsured widow beneficiaries, combined.

• Future numbers of aged uninsured widow beneficiaries computed by subtracting number of aged wife beneficiaries from aged wife and uninsured widow beneficiaries, combined.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B71.—Aged Wives of Retired Workers and Uninsured Widows of Deceased Workers, 

Age 65 or Older, With Benefits In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Uninsured female

population

age 65 or older

Aged wife and uninsured widow

beneficiaries age 65 or older Aged wife beneficiaries age 65 or older

Aged uninsured

widow beneficiaries

age 65 or older

Percent of uninsured

female population

age 65 or older Number

Percent of aged wife

and uninsured

widow beneficiaries

age 65 or older Number

1975.............................. 6,555.6 75.697 4,962.4 46.398 2,302.5 2,660.0

1976.............................. 6,582.7 76.562 5,039.8 46.191 2,327.9 2,711.9

1977.............................. 6,616.3 77.331 5,116.5 45.902 2,348.5 2,767.9

1978.............................. 6,628.3 78.300 5,189.9 45.708 2,372.2 2,817.7

1979.............................. 6,631.0 79.434 5,267.2 45.538 2,398.6 2,868.6

1980.............................. 6,633.0 80.253 5,323.2 45.455 2,419.7 2,903.5

1981.............................. 6,634.1 80.986 5,372.7 45.316 2,434.7 2,938.0

1982.............................. 6,682.0 81.059 5,416.3 45.186 2,447.4 2,968.9

1983.............................. 6,669.7 81.866 5,460.2 45.128 2,464.1 2,996.1

1984.............................. 6,698.6 81.980 5,491.5 44.993 2,470.8 3,020.8

1985.............................. 6,718.9 82.493 5,542.6 45.009 2,494.7 3,047.9

1986.............................. 6,804.4 83.065 5,652.1 44.763 2,530.1 3,122.1

1987.............................. 6,819.3 83.506 5,694.5 44.843 2,553.6 3,140.9

1988.............................. 6,824.9 83.788 5,718.4 44.953 2,570.6 3,147.9

1989.............................. 6,833.4 84.351 5,764.1 45.047 2,596.5 3,167.5

1990.............................. 6,838.0 84.569 5,782.8 45.239 2,616.1 3,166.7

1991.............................. 6,863.1 84.718 5,814.2 45.269 2,632.1 3,182.2

1992.............................. 6,869.3 84.773 5,823.4 45.523 2,651.0 3,172.4

1993.............................. 6,845.4 84.962 5,816.0 45.648 2,654.9 3,161.1

1994.............................. 6,825.7 85.025 5,803.5 45.701 2,652.3 3,151.3

1995.............................. 6,761.8 85.531 5,783.4 45.834 2,650.8 3,132.7

1996.............................. 6,703.6 85.749 5,748.3 45.868 2,636.6 3,111.7

1997.............................. 6,532.9 87.237 5,699.1 45.940 2,618.2 3,080.9

1998.............................. 6,413.7 87.600 5,618.4 46.008 2,584.9 3,033.4

1999.............................. 6,341.4 87.602 5,555.2 45.979 2,554.2 3,001.0

2000.............................. 6,280.2 87.456 5,492.4 46.032 2,528.2 2,964.1

2001-II.......................... 6,237.6 87.480 5,456.7 46.097 2,515.4 2,941.3

2001-IV ........................ 6,194.6 87.674 5,431.0 46.163 2,507.1 2,923.9

2002-II.......................... 6,156.2 87.698 5,398.9 46.228 2,495.8 2,903.1

2002-IV ........................ 6,117.3 87.887 5,376.3 46.294 2,488.9 2,887.4

2003-II.......................... 6,082.9 87.912 5,347.6 46.360 2,479.1 2,868.5

2003-IV ........................ 6,047.9 88.095 5,327.9 46.425 2,473.5 2,854.4

2004-II.......................... 6,013.8 88.121 5,299.4 46.491 2,463.7 2,835.6

2004-IV ........................ 5,979.1 88.298 5,279.4 46.556 2,457.9 2,821.5

2005-II.......................... 5,946.6 88.323 5,252.2 46.622 2,448.7 2,803.5

2005-IV ........................ 5,913.4 88.495 5,233.1 46.688 2,443.2 2,789.9

2006-II.......................... 5,883.8 88.520 5,208.3 46.753 2,435.1 2,773.3

2006-IV ........................ 5,853.4 88.687 5,191.2 46.819 2,430.5 2,760.7

2007-II.......................... 5,833.3 88.711 5,174.8 46.885 2,426.2 2,748.6

2007-IV ........................ 5,811.9 88.872 5,165.2 46.950 2,425.1 2,740.1

2008-II.......................... 5,792.9 88.896 5,149.7 47.016 2,421.2 2,728.5

2008-IV ........................ 5,772.3 89.053 5,140.4 47.081 2,420.2 2,720.2

2009-II.......................... 5,743.6 89.076 5,116.2 47.147 2,412.1 2,704.1

2009-IV ........................ 5,713.6 89.227 5,098.1 47.213 2,406.9 2,691.1

2010-II.......................... 5,681.1 89.250 5,070.4 47.278 2,397.2 2,673.2

2010-IV ........................ 5,647.4 89.397 5,048.6 47.344 2,390.2 2,658.4
Benefit Payments

132

Sources:

• Historical numbers of beneficiaries withheld computed as number in force minus number in current-payment status; future numbers of beneficiaries withheld computed by applying applicable percentage to number of beneficiaries in force.

• Historical percentages of aged wives computed by dividing number withheld by number in force; future percentages for each age group projected to increase to ultimate rate based

on historical pattern and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B72.—Aged Wives of Retired Workers With Benefits Withheld

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Withheld Percent of aged wife beneficiaries in force

62-64 65 or older Total 62-64 65 or older Total

1975 .............................. 21.6 60.4 82.0 4.862 2.623 2.984

1976 .............................. 9.8 63.2 72.9 2.223 2.714 2.636

1977 .............................. 10.7 53.5 64.2 2.382 2.279 2.296

1978 .............................. 8.6 57.8 66.4 1.966 2.438 2.365

1979 .............................. 9.8 67.3 77.1 2.268 2.804 2.722

1980 .............................. 8.8 64.4 73.2 2.020 2.662 2.564

1981 .............................. 11.1 59.1 70.2 2.510 2.428 2.441

1982 .............................. 9.5 60.1 69.6 2.103 2.457 2.401

1983 .............................. 9.6 46.3 55.9 2.040 1.879 1.905

1984 .............................. 9.6 45.7 55.3 1.965 1.849 1.868

1985 .............................. 11.9 44.5 56.4 2.440 1.782 1.890

1986 .............................. 12.9 48.8 61.7 2.673 1.929 2.048

1987 .............................. 15.9 55.7 71.5 3.322 2.180 2.359

1988 .............................. 15.4 60.5 75.9 3.293 2.354 2.499

1989 .............................. 14.1 63.6 77.7 3.100 2.451 2.548

1990 .............................. 14.7 64.7 79.3 3.292 2.472 2.591

1991 .............................. 15.1 67.1 82.2 3.428 2.550 2.676

1992 .............................. 15.9 71.3 87.2 3.660 2.688 2.825

1993 .............................. 16.2 79.3 95.5 3.823 2.988 3.103

1994 .............................. 15.8 87.6 103.4 3.850 3.304 3.377

1995 .............................. 15.3 97.9 113.1 3.988 3.692 3.729

1996 .............................. 14.5 106.5 121.0 4.030 4.040 4.039

1997 .............................. 14.7 114.7 129.4 4.306 4.381 4.372

1998 .............................. 14.9 123.5 138.4 4.520 4.778 4.749

1999 .............................. 15.6 132.6 148.2 4.872 5.193 5.157

2000 .............................. 12.0 123.6 135.5 3.766 4.888 4.762

2001-II .......................... 12.2 123.3 135.5 3.833 4.903 4.783

2001-IV......................... 12.5 123.3 135.8 3.901 4.918 4.803

2002-II .......................... 12.8 123.1 135.9 3.968 4.934 4.823

2002-IV......................... 13.1 123.2 136.3 4.035 4.949 4.844

2003-II .......................... 13.4 123.1 136.5 4.102 4.965 4.864

2003-IV......................... 13.8 123.2 136.9 4.170 4.980 4.885

2004-II .......................... 14.0 123.1 137.1 4.237 4.995 4.906

2004-IV......................... 14.2 123.2 137.4 4.304 5.011 4.927

2005-II .......................... 14.4 123.1 137.5 4.372 5.026 4.949

2005-IV......................... 14.6 123.2 137.7 4.439 5.042 4.970

2006-II .......................... 14.9 123.1 138.0 4.506 5.057 4.991

2006-IV......................... 15.2 123.3 138.5 4.574 5.073 5.013

2007-II .......................... 15.5 123.4 139.0 4.641 5.088 5.034

2007-IV......................... 15.8 123.8 139.6 4.708 5.103 5.055

2008-II .......................... 16.0 123.9 140.0 4.775 5.119 5.077

2008-IV......................... 16.2 124.3 140.5 4.843 5.134 5.099

2009-II .......................... 16.4 124.2 140.6 4.910 5.150 5.120

2009-IV......................... 16.6 124.3 140.9 4.977 5.165 5.142

2010-II .......................... 16.8 124.2 141.0 5.045 5.180 5.164

2010-IV......................... 17.0 124.2 141.2 5.112 5.196 5.186
OASI Numbers

133

Sources:

• Historical figures from 1-A Table Current-Payment Supplement.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B73.—Aged Wives of Retired Workers With Benefits In Current-Payment Status

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar period 62-64 65 or older Total

1975 ................................... 422.1 2,242.1 2,664.2

1976 ................................... 429.1 2,264.7 2,693.8

1977 ................................... 439.0 2,295.0 2,734.0

1978 ................................... 427.1 2,314.4 2,741.4

1979 ................................... 422.2 2,331.3 2,753.5

1980 ................................... 427.3 2,355.3 2,782.6

1981 ................................... 429.7 2,375.6 2,805.3

1982 ................................... 443.5 2,387.3 2,830.8

1983 ................................... 463.0 2,417.8 2,880.8

1984 ................................... 477.9 2,425.1 2,903.0

1985 ................................... 476.0 2,450.2 2,926.2

1986 ................................... 469.3 2,481.3 2,950.6

1987 ................................... 461.4 2,498.0 2,959.3

1988 ................................... 453.3 2,510.1 2,963.4

1989 ................................... 439.8 2,532.9 2,972.6

1990 ................................... 431.5 2,551.4 2,982.9

1991 ................................... 424.5 2,564.9 2,989.5

1992 ................................... 419.0 2,579.7 2,998.7

1993 ................................... 407.9 2,575.6 2,983.4

1994 ................................... 393.7 2,564.6 2,958.3

1995 ................................... 368.0 2,552.9 2,920.9

1996 ................................... 345.0 2,530.1 2,875.1

1997 ................................... 327.5 2,503.5 2,831.0

1998 ................................... 315.0 2,461.4 2,776.4

1999 ................................... 303.7 2,421.6 2,725.3

2000 ................................... 305.7 2,404.7 2,710.4

2001-II ............................... 306.5 2,392.0 2,698.5

2001-IV.............................. 307.2 2,383.8 2,691.0

2002-II ............................... 309.7 2,372.7 2,682.3

2002-IV.............................. 311.9 2,365.7 2,677.7

2003-II ............................... 314.1 2,356.0 2,670.1

2003-IV.............................. 316.0 2,350.3 2,666.3

2004-II ............................... 316.3 2,340.6 2,656.9

2004-IV.............................. 316.4 2,334.8 2,651.1

2005-II ............................... 315.1 2,325.6 2,640.7

2005-IV.............................. 313.7 2,320.0 2,633.7

2006-II ............................... 315.4 2,311.9 2,627.4

2006-IV.............................. 316.9 2,307.2 2,624.1

2007-II ............................... 319.0 2,302.7 2,621.7

2007-IV.............................. 320.6 2,301.3 2,621.9

2008-II ............................... 319.7 2,297.2 2,616.9

2008-IV.............................. 318.4 2,295.9 2,614.3

2009-II ............................... 318.0 2,287.9 2,605.9

2009-IV.............................. 317.3 2,282.6 2,599.9

2010-II ............................... 317.0 2,273.0 2,590.0

2010-IV.............................. 316.4 2,266.0 2,582.4
Benefit Payments

134

Sources:

• Historical numbers of beneficiaries withheld computed as number in force minus number in current-payment status; future numbers of beneficiaries withheld computed by applying applicable percentage to number of beneficiaries in force.

• Historical percentages of aged uninsured widows computed by dividing number withheld by number in force; future percentages for each age group projected to increase to ultimate rate based on historical pattern and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B74.—Aged Uninsured Widows of Deceased Workers With Benefits Withheld

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Withheld Percent of aged uninsured widow beneficiaries in force

60-64 65 or older Total 60-64 65 or older Total

1975 .............................. 4.2 7.0 11.2 1.463 0.262 0.379

1976 .............................. 3.6 4.8 8.4 1.310 .177 .281

1977 .............................. 5.6 3.3 8.9 2.089 .118 .293

1978 .............................. 2.5 5.1 7.6 1.045 .180 .248

1979 .............................. 2.0 5.2 7.2 .849 .180 .231

1980 .............................. 1.1 2.7 3.8 .502 .092 .121

1981 .............................. 4.2 4.0 8.2 1.874 .137 .260

1982 .............................. 1.7 7.5 9.1 .740 .252 .286

1983 .............................. 1.4 7.3 8.7 .587 .243 .268

1984 .............................. 1.7 8.4 10.1 .681 .278 .309

1985 .............................. 3.0 17.5 20.5 1.177 .576 .622

1986 .............................. 4.4 22.3 26.6 1.768 .713 .790

1987 .............................. 5.3 24.5 29.9 2.028 .782 .878

1988 .............................. 3.9 33.4 37.2 1.537 1.060 1.095

1989 .............................. 3.5 37.5 41.0 1.459 1.183 1.203

1990 .............................. 3.4 42.0 45.3 1.486 1.325 1.336

1991 .............................. 4.9 45.0 50.0 2.182 1.415 1.466

1992 .............................. 7.0 63.1 70.0 3.364 1.989 2.073

1993 .............................. 4.1 63.0 67.1 2.164 1.993 2.003

1994 .............................. 4.6 84.9 89.4 2.576 2.693 2.686

1995 .............................. 4.4 97.1 101.5 2.703 3.100 3.081

1996 .............................. 6.8 107.2 114.0 4.421 3.445 3.491

1997 .............................. 4.7 111.6 116.3 3.364 3.622 3.611

1998 .............................. 3.4 119.9 123.3 2.471 3.951 3.886

1999 .............................. 3.3 130.5 133.8 2.594 4.349 4.276

2000 .............................. 5.0 133.9 138.9 4.258 4.517 4.507

2001-II .......................... 5.0 132.8 137.8 4.280 4.513 4.504

2001-IV......................... 5.1 131.9 136.9 4.303 4.510 4.502

2002-II .......................... 5.1 130.8 135.9 4.325 4.507 4.500

2002-IV......................... 5.1 130.1 135.2 4.348 4.504 4.498

2003-II .......................... 5.2 129.1 134.3 4.370 4.501 4.496

2003-IV......................... 5.2 128.4 133.6 4.392 4.498 4.494

2004-II .......................... 5.2 127.5 132.6 4.415 4.495 4.492

2004-IV......................... 5.2 126.7 131.9 4.437 4.492 4.489

2005-II .......................... 5.2 125.8 131.0 4.460 4.488 4.487

2005-IV......................... 5.1 125.1 130.3 4.482 4.485 4.485

2006-II .......................... 5.2 124.3 129.5 4.504 4.482 4.483

2006-IV......................... 5.2 123.7 128.8 4.527 4.479 4.481

2007-II .......................... 5.2 123.0 128.2 4.549 4.476 4.479

2007-IV......................... 5.2 122.6 127.8 4.572 4.473 4.477

2008-II .......................... 5.2 122.0 127.2 4.594 4.470 4.475

2008-IV......................... 5.2 121.5 126.7 4.616 4.467 4.473

2009-II .......................... 5.2 120.7 125.9 4.639 4.464 4.470

2009-IV......................... 5.1 120.0 125.2 4.661 4.460 4.468

2010-II .......................... 5.1 119.2 124.3 4.684 4.457 4.466

2010-IV......................... 5.1 118.4 123.5 4.706 4.454 4.464
OASI Numbers

135

Sources:

• Historical total figures from 1-A Table Current-Payment Supplement.

• Historical split between insured and uninsured based on SSA administrative records.

• Future uninsured figures computed by subtracting number withheld from number in force.

• Future insured figures at end of calendar year shown earlier; future insured figures at end of June interpolated from year-end figures based on historical relationship.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B75.—Aged Widows of Deceased Workers With Benefits In Current-Payment Status

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar

period

60-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

1975.................. 251.4 282.5 533.9 589.5 2,653.0 3,242.4 840.9 2,935.4 3,776.3

1976.................. 264.6 270.0 534.6 631.8 2,707.1 3,338.9 896.4 2,977.1 3,873.5

1977.................. 279.8 262.6 542.4 673.8 2,764.6 3,438.5 953.7 3,027.2 3,980.9

1978.................. 299.5 238.7 538.2 716.7 2,812.7 3,529.4 1,016.2 3,051.4 4,067.6

1979.................. 313.5 232.2 545.7 765.7 2,863.4 3,629.1 1,079.2 3,095.6 4,174.8

1980.................. 338.8 220.6 559.4 807.3 2,900.9 3,708.2 1,146.1 3,121.5 4,267.6

1981.................. 362.0 219.8 581.9 847.9 2,933.9 3,781.8 1,209.9 3,153.8 4,363.7

1982.................. 380.1 222.9 603.0 891.3 2,961.4 3,852.7 1,271.4 3,184.3 4,455.7

1983.................. 389.7 237.2 626.9 941.1 2,988.9 3,929.9 1,330.8 3,226.0 4,556.8

1984.................. 395.9 248.6 644.5 985.8 3,012.4 3,998.1 1,381.7 3,260.9 4,642.6

1985.................. 396.3 251.1 647.4 1,048.9 3,030.4 4,079.3 1,445.2 3,281.5 4,726.7

1986.................. 396.5 242.8 639.3 1,054.3 3,099.8 4,154.1 1,450.8 3,342.6 4,793.4

1987.................. 371.7 257.6 629.3 1,100.7 3,116.4 4,217.1 1,472.4 3,374.0 4,846.4

1988.................. 369.8 247.9 617.7 1,160.6 3,114.5 4,275.1 1,530.4 3,362.4 4,892.8

1989.................. 364.2 235.7 599.9 1,205.9 3,130.1 4,336.0 1,570.1 3,365.8 4,935.9

1990.................. 362.5 222.8 585.3 1,266.4 3,124.8 4,391.2 1,628.9 3,347.5 4,976.4

1991.................. 348.7 220.4 569.1 1,302.5 3,137.1 4,439.6 1,651.2 3,357.6 5,008.8

1992.................. 354.6 199.8 554.4 1,373.9 3,109.3 4,483.2 1,728.5 3,309.1 5,037.6

1993.................. 347.6 186.2 533.8 1,408.0 3,098.1 4,506.1 1,755.6 3,284.3 5,039.9

1994.................. 343.8 172.6 516.4 1,451.4 3,066.4 4,517.8 1,795.2 3,239.0 5,034.2

1995.................. 336.1 157.8 493.9 1,485.5 3,035.5 4,521.0 1,821.6 3,193.4 5,015.0

1996.................. 330.6 146.1 476.7 1,508.9 3,004.5 4,513.4 1,839.5 3,150.6 4,990.1

1997.................. 326.2 136.4 462.6 1,397.5 2,969.3 4,366.8 1,723.7 3,105.8 4,829.5

1998.................. 320.7 135.5 456.2 1,390.0 2,913.6 4,303.6 1,710.7 3,049.1 4,759.8

1999.................. 322.8 125.5 448.3 1,390.3 2,870.5 4,260.8 1,713.1 2,996.0 4,709.1

2000.................. 327.5 113.3 440.8 1,392.2 2,830.3 4,222.5 1,719.7 2,943.5 4,663.2

2001-II.............. 330.3 112.9 443.2 1,397.1 2,808.5 4,205.6 1,727.4 2,921.4 4,648.8

2001-IV ............ 333.1 112.5 445.5 1,407.1 2,792.0 4,199.1 1,740.2 2,904.5 4,644.7

2002-II.............. 336.9 112.7 449.5 1,413.1 2,772.2 4,185.3 1,750.0 2,884.9 4,634.9

2002-IV ............ 340.5 112.8 453.4 1,424.4 2,757.3 4,181.7 1,764.9 2,870.1 4,635.1

2003-II.............. 344.6 112.9 457.4 1,426.7 2,739.3 4,166.0 1,771.2 2,852.2 4,623.5

2003-IV ............ 348.5 112.9 461.4 1,434.2 2,726.0 4,160.2 1,782.7 2,838.9 4,621.6

2004-II.............. 353.8 112.3 466.1 1,437.4 2,708.2 4,145.6 1,791.2 2,820.5 4,611.7

2004-IV ............ 359.0 111.6 470.7 1,445.8 2,694.8 4,140.6 1,804.9 2,806.4 4,611.3

2005-II.............. 364.4 110.5 474.9 1,448.0 2,677.7 4,125.6 1,812.4 2,788.2 4,600.6

2005-IV ............ 369.8 109.3 479.1 1,455.4 2,664.7 4,120.2 1,825.2 2,774.1 4,599.3

2006-II.............. 376.6 109.3 485.8 1,458.8 2,649.0 4,107.7 1,835.3 2,758.2 4,593.6

2006-IV ............ 383.3 109.1 492.4 1,467.5 2,637.1 4,104.5 1,850.7 2,746.2 4,596.9

2007-II.............. 391.3 109.1 500.4 1,472.9 2,625.6 4,098.4 1,864.2 2,734.7 4,598.9

2007-IV ............ 399.2 109.0 508.2 1,483.7 2,617.6 4,101.3 1,882.9 2,726.6 4,609.5

2008-II.............. 408.9 108.0 516.9 1,491.0 2,606.6 4,097.6 1,900.0 2,714.5 4,614.5

2008-IV ............ 418.6 106.9 525.5 1,503.9 2,598.7 4,102.6 1,922.4 2,705.6 4,628.1

2009-II.............. 432.6 106.1 538.7 1,513.0 2,583.4 4,096.3 1,945.6 2,689.4 4,635.0

2009-IV ............ 446.6 105.2 551.8 1,527.6 2,571.1 4,098.7 1,974.3 2,676.3 4,650.5

2010-II.............. 461.9 104.4 566.4 1,534.2 2,554.0 4,088.3 1,996.2 2,658.5 4,654.6

2010-IV ............ 477.2 103.5 580.7 1,546.5 2,540.0 4,086.5 2,023.6 2,643.5 4,667.2
Benefit Payments

136

Sources:

• Uninsured male population age 60-64 computed by subtracting insured male population age 60-64 (shown earlier) from population age 60-64 (from the Office of the Chief Actuary).

• Historical ratio to uninsured male population computed by dividing sum of aged husband and uninsured widower beneficiaries in force under age 65 by uninsured male population

age 60-64; future ratios projected based on historical pattern and judgment.

• Historical numbers of aged husband and uninsured widower beneficiaries in force from SSA administrative records; future figures computed by applying applicable percentage to

uninsured male population.

• Historical ratio of aged husband beneficiaries to aged husband and uninsured widower beneficiaries, combined, computed by dividing corresponding numbers; future ratios projected based on historical pattern and judgment.

• Future numbers of aged husband beneficiaries computed by applying applicable percentage to aged husband and uninsured widower beneficiaries, combined.

• Future numbers of aged uninsured widower beneficiaries computed by subtracting number of aged husband beneficiaries from aged husband and uninsured widower beneficiaries,

combined.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B76.—Aged Husbands of Retired Workers and Uninsured Widowers of Deceased Workers, 

Under Age 65, With Benefits In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar

period

Uninsured male

population

age 60-64

Aged husband and uninsured widower

beneficiaries under age 65 Aged husband beneficiaries under age 65

Aged uninsured

widower beneficiaries

under age 65

Percent of uninsured

male population

age 60-64 Number

Percent of aged husband

and uninsured widower

beneficiaries under age 65 Number

1975 ............... 292.2 0.089 0.3 85.441 0.2 (1)

1976 ............... 342.3 .076 .3 84.942 .2 (1)

1977 ............... 326.5 1.133 3.7 93.348 3.5 0.2

1978 ............... 381.1 1.151 4.4 89.922 3.9 .4

1979 ............... 343.7 1.246 4.3 84.447 3.6 .7

1980 ............... 365.5 1.102 4.0 80.507 3.2 .8

1981 ............... 378.3 1.185 4.5 79.389 3.6 .9

1982 ............... 428.1 1.155 4.9 78.463 3.9 1.1

1983 ............... 344.0 1.652 5.7 77.455 4.4 1.3

1984 ............... 437.0 1.438 6.3 77.543 4.9 1.4

1985 ............... 387.4 1.661 6.4 77.754 5.0 1.4

1986 ............... 398.6 1.792 7.1 69.919 5.0 2.1

1987 ............... 389.7 1.814 7.1 68.492 4.8 2.2

1988 ............... 425.8 1.480 6.3 71.882 4.5 1.8

1989 ............... 409.8 1.497 6.1 62.983 3.9 2.3

1990 ............... 367.5 1.604 5.9 60.180 3.5 2.3

1991 ............... 377.7 1.367 5.2 60.786 3.1 2.0

1992 ............... 396.9 1.224 4.9 59.671 2.9 2.0

1993 ............... 357.7 1.393 5.0 59.049 2.9 2.0

1994 ............... 402.8 1.104 4.4 66.059 2.9 1.5

1995 ............... 329.8 1.310 4.3 64.676 2.8 1.5

1996 ............... 362.0 1.133 4.1 60.054 2.5 1.6

1997 ............... 311.9 1.265 3.9 57.740 2.3 1.7

1998 ............... 376.1 1.039 3.9 56.536 2.2 1.7

1999 ............... 351.7 1.139 4.0 58.887 2.4 1.6

2000 ............... 373.1 1.146 4.3 59.055 2.5 1.8

2001-II ........... 367.0 1.148 4.2 60.000 2.5 1.7

2001-IV.......... 360.7 1.150 4.1 60.000 2.5 1.7

2002-II ........... 356.1 1.152 4.1 60.000 2.5 1.6

2002-IV.......... 351.0 1.154 4.1 60.000 2.4 1.6

2003-II ........... 345.5 1.156 4.0 60.000 2.4 1.6

2003-IV.......... 339.5 1.158 3.9 60.000 2.4 1.6

2004-II ........... 339.4 1.161 3.9 60.000 2.4 1.6

2004-IV.......... 339.2 1.163 3.9 60.000 2.4 1.6

2005-II ........... 335.4 1.165 3.9 60.000 2.3 1.6

2005-IV.......... 331.5 1.167 3.9 60.000 2.3 1.5

2006-II ........... 336.6 1.169 3.9 60.000 2.4 1.6

2006-IV.......... 341.6 1.171 4.0 60.000 2.4 1.6

2007-II ........... 349.6 1.173 4.1 60.000 2.5 1.6

2007-IV.......... 357.5 1.176 4.2 60.000 2.5 1.7

2008-II ........... 362.9 1.178 4.3 60.000 2.6 1.7

2008-IV.......... 368.4 1.180 4.3 60.000 2.6 1.7

2009-II ........... 373.4 1.182 4.4 60.000 2.6 1.8

2009-IV.......... 378.4 1.184 4.5 60.000 2.7 1.8

2010-II ........... 387.5 1.186 4.6 60.000 2.8 1.8

2010-IV.......... 396.6 1.189 4.7 60.000 2.8 1.9

1 Fewer than 50.
OASI Numbers

137

Sources:

• Uninsured male population age 65 or older computed by subtracting insured male population age 65 or older (shown earlier) from population age 65 or older (from the Office of

the Chief Actuary).

• Historical ratio to uninsured male population computed by dividing sum of aged husband and uninsured widower beneficiaries in force age 65 or older by uninsured male population age 65 or older; future ratios projected by regression with ad hoc adjustments.

• Historical numbers of aged husband and uninsured widower beneficiaries in force from SSA administrative records; future figures computed by applying applicable percentage to

uninsured male population.

• Historical ratio of aged husband beneficiaries to aged husband and uninsured widower beneficiaries, combined, computed by dividing corresponding numbers; future ratios projected based on historical pattern and judgment.

• Future numbers of aged husband beneficiaries computed by applying applicable percentage to aged husband and uninsured widower beneficiaries, combined.

• Future numbers of aged uninsured widower beneficiaries computed by subtracting number of aged husband beneficiaries from aged husband and uninsured widower beneficiaries,

combined.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B77.—Aged Husbands of Retired Workers and Uninsured Widowers of Deceased Workers, 

Age 65 or Older, With Benefits In Force

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar

period

Uninsured male

population

age 65 or older

Aged husband and uninsured widower

beneficiaries age 65 or older Aged husband beneficiaries age 65 or older

Aged uninsured

widower beneficiaries

age 65 or older

Percent of uninsured

male population

age 65 or older Number

Percent of aged husband

and uninsured widower

beneficiaries age 65 or older Number

1975................ 692.0 1.257 8.7 82.448 7.2 1.5

1976................ 706.0 1.191 8.4 81.976 6.9 1.5

1977................ 720.4 4.893 35.3 87.217 30.7 4.5

1978................ 712.9 6.587 47.0 87.044 40.9 6.1

1979................ 700.1 7.702 53.9 86.308 46.5 7.4

1980................ 707.7 8.540 60.4 85.408 51.6 8.8

1981................ 715.2 9.219 65.9 84.553 55.7 10.2

1982................ 776.7 9.258 71.9 83.927 60.4 11.6

1983................ 780.7 10.064 78.6 83.498 65.6 13.0

1984................ 832.6 10.204 85.0 83.215 70.7 14.3

1985................ 872.9 10.594 92.5 83.058 76.8 15.7

1986................ 910.9 11.036 100.5 82.586 83.0 17.5

1987................ 930.2 11.525 107.2 82.299 88.2 19.0

1988................ 953.2 11.805 112.5 82.252 92.6 20.0

1989................ 969.6 12.177 118.1 81.269 96.0 22.1

1990................ 1,019.5 11.972 122.1 80.579 98.3 23.7

1991................ 1,072.2 11.665 125.1 79.784 99.8 25.3

1992................ 1,129.2 11.144 125.8 79.585 100.2 25.7

1993................ 1,172.0 10.852 127.2 78.715 100.1 27.1

1994................ 1,240.3 10.109 125.4 79.416 99.6 25.8

1995................ 1,258.0 10.109 127.2 77.688 98.8 28.4

1996................ 1,283.9 9.804 125.9 77.913 98.1 27.8

1997................ 1,282.7 9.691 124.3 78.204 97.2 27.1

1998................ 1,307.7 9.479 124.0 77.344 95.9 28.1

1999................ 1,297.7 9.500 123.3 76.922 94.8 28.5

2000................ 1,299.9 9.620 125.1 76.238 95.3 29.7

2001-II............ 1,295.9 9.449 122.5 76.216 93.3 29.1

2001-IV .......... 1,291.1 9.400 121.4 76.194 92.5 28.9

2002-II............ 1,286.4 9.400 120.9 76.172 92.1 28.8

2002-IV .......... 1,281.0 9.400 120.4 76.150 91.7 28.7

2003-II............ 1,275.9 9.400 119.9 76.128 91.3 28.6

2003-IV .......... 1,270.1 9.400 119.4 76.106 90.9 28.5

2004-II............ 1,264.1 9.400 118.8 76.084 90.4 28.4

2004-IV .......... 1,257.3 9.400 118.2 76.063 89.9 28.3

2005-II............ 1,250.8 9.400 117.6 76.041 89.4 28.2

2005-IV .......... 1,243.4 9.400 116.9 76.019 88.8 28.0

2006-II............ 1,237.3 9.400 116.3 75.997 88.4 27.9

2006-IV .......... 1,230.4 9.400 115.7 75.975 87.9 27.8

2007-II............ 1,226.4 9.400 115.3 75.953 87.6 27.7

2007-IV .......... 1,221.3 9.400 114.8 75.931 87.2 27.6

2008-II............ 1,218.1 9.400 114.5 75.909 86.9 27.6

2008-IV .......... 1,213.8 9.400 114.1 75.887 86.6 27.5

2009-II............ 1,208.3 9.400 113.6 75.865 86.2 27.4

2009-IV .......... 1,201.8 9.400 113.0 75.843 85.7 27.3

2010-II............ 1,196.3 9.400 112.5 75.821 85.3 27.2

2010-IV .......... 1,189.8 9.400 111.8 75.799 84.8 27.1
Benefit Payments

138

Sources:

• Historical numbers of beneficiaries withheld computed as number in force minus number in current-payment status; future numbers of beneficiaries withheld computed by applying applicable percentage to number of beneficiaries in force.

• Historical percentages of aged husbands computed by dividing number withheld by number in force; future percentages for aged husbands under 65 projected to remain at last

known rate (June or December); those 65 or older are projected to increase to ultimate rate based on historical pattern and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B78.—Aged Husbands of Retired Workers With Benefits Withheld

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Withheld Percent of aged husband beneficiaries in force

62-64 65 or older Total 62-64 65 or older Total

1975 .............................. (1) 0.1 0.1 4.484 1.715 1.798

1976 .............................. (1) .1 .1 3.636 1.610 1.673

1977 .............................. 0.1 1.1 1.2 2.897 3.545 3.480

1978 .............................. 1.3 5.3 6.5 31.947 12.890 14.567

1979 .............................. 1.9 9.1 11.0 51.715 19.571 21.889

1980 .............................. 2.3 13.3 15.6 71.869 25.794 28.517

1981 .............................. 2.7 18.0 20.8 76.566 32.338 34.992

1982 .............................. 3.1 23.3 26.3 78.634 38.593 41.012

1983 .............................. 3.5 29.2 32.7 79.618 44.527 46.733

1984 .............................. 3.9 35.3 39.2 79.823 49.948 51.874

1985 .............................. 4.0 42.2 46.2 79.600 54.982 56.488

1986 .............................. 4.0 49.5 53.4 79.820 59.572 60.721

1987 .............................. 3.9 55.6 59.4 79.756 63.006 63.877

1988 .............................. 3.6 61.1 64.6 78.433 65.967 66.548

1989 .............................. 2.9 65.2 68.1 75.621 67.947 68.244

1990 .............................. 2.6 68.3 70.9 73.217 69.424 69.556

1991 .............................. 2.2 70.3 72.5 69.067 70.440 70.398

1992 .............................. 1.9 71.1 73.0 65.310 70.948 70.789

1993 .............................. 1.9 71.2 73.1 64.730 71.142 70.959

1994 .............................. 1.8 70.9 72.8 62.343 71.229 70.974

1995 .............................. 1.7 70.2 71.9 61.059 71.076 70.801

1996 .............................. 1.5 69.5 71.0 59.984 70.894 70.627

1997 .............................. 1.3 68.4 69.8 58.929 70.383 70.121

1998 .............................. 1.2 66.9 68.1 55.475 69.791 69.468

1999 .............................. 1.3 65.4 66.7 54.345 69.006 68.650

2000 .............................. 1.4 64.2 65.6 55.983 67.307 67.015

2001-II .......................... 1.4 62.8 64.2 54.564 67.315 66.978

2001-IV......................... 1.4 62.3 63.6 55.983 67.323 67.025

2002-II .......................... 1.3 62.0 63.4 54.564 67.330 66.999

2002-IV......................... 1.4 61.7 63.1 55.983 67.338 67.045

2003-II .......................... 1.3 61.5 62.8 54.564 67.346 67.019

2003-IV......................... 1.3 61.2 62.5 55.983 67.354 67.066

2004-II .......................... 1.3 60.9 62.2 54.564 67.362 67.036

2004-IV......................... 1.3 60.6 61.9 55.983 67.370 67.079

2005-II .......................... 1.3 60.2 61.5 54.564 67.378 67.051

2005-IV......................... 1.3 59.9 61.2 55.983 67.386 67.096

2006-II .......................... 1.3 59.6 60.9 54.564 67.393 67.060

2006-IV......................... 1.3 59.2 60.6 55.983 67.401 67.098

2007-II .......................... 1.3 59.0 60.4 54.564 67.409 67.058

2007-IV......................... 1.4 58.8 60.2 55.983 67.417 67.095

2008-II .......................... 1.4 58.6 60.0 54.564 67.425 67.055

2008-IV......................... 1.5 58.4 59.8 55.983 67.433 67.097

2009-II .......................... 1.4 58.1 59.6 54.564 67.441 67.055

2009-IV......................... 1.5 57.8 59.3 55.983 67.449 67.099

2010-II .......................... 1.5 57.5 59.0 54.564 67.456 67.053

2010-IV......................... 1.6 57.2 58.8 55.983 67.464 67.094

1 Fewer than 50.
OASI Numbers

139

Sources:

• Historical figures from 1-A Table Current-Payment Supplement.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B79.—Aged Husbands of Retired Workers With Benefits In Current-Payment Status

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar period 62-64 65 or older Total

1975 ................................... 0.2 7.0 7.3

1976 ................................... .2 6.8 7.0

1977 ................................... 3.4 29.7 33.0

1978 ................................... 2.7 35.6 38.3

1979 ................................... 1.7 37.4 39.2

1980 ................................... .9 38.3 39.2

1981 ................................... .8 37.7 38.6

1982 ................................... .8 37.1 37.9

1983 ................................... .9 36.4 37.3

1984 ................................... 1.0 35.4 36.4

1985 ................................... 1.0 34.6 35.6

1986 ................................... 1.0 33.6 34.6

1987 ................................... 1.0 32.6 33.6

1988 ................................... 1.0 31.5 32.5

1989 ................................... .9 30.8 31.7

1990 ................................... .9 30.1 31.0

1991 ................................... 1.0 29.5 30.5

1992 ................................... 1.0 29.1 30.1

1993 ................................... 1.0 28.9 29.9

1994 ................................... 1.1 28.6 29.8

1995 ................................... 1.1 28.6 29.7

1996 ................................... 1.0 28.5 29.5

1997 ................................... .9 28.8 29.7

1998 ................................... 1.0 29.0 29.9

1999 ................................... 1.1 29.4 30.5

2000 ................................... 1.1 31.2 32.3

2001-II ............................... 1.1 30.5 31.7

2001-IV.............................. 1.1 30.2 31.3

2002-II ............................... 1.1 30.1 31.2

2002-IV.............................. 1.1 29.9 31.0

2003-II ............................... 1.1 29.8 30.9

2003-IV.............................. 1.0 29.7 30.7

2004-II ............................... 1.1 29.5 30.6

2004-IV.............................. 1.0 29.3 30.4

2005-II ............................... 1.1 29.2 30.2

2005-IV.............................. 1.0 29.0 30.0

2006-II ............................... 1.1 28.8 29.9

2006-IV.............................. 1.1 28.6 29.7

2007-II ............................... 1.1 28.5 29.7

2007-IV.............................. 1.1 28.4 29.5

2008-II ............................... 1.2 28.3 29.5

2008-IV.............................. 1.1 28.2 29.3

2009-II ............................... 1.2 28.1 29.3

2009-IV.............................. 1.2 27.9 29.1

2010-II ............................... 1.3 27.7 29.0

2010-IV.............................. 1.2 27.6 28.8
Benefit Payments

140

Sources:

• Historical numbers of beneficiaries withheld computed as number in force minus number in current-payment status; future numbers of beneficiaries withheld computed by applying applicable percentage to number of beneficiaries in force.

• Historical percentages of aged uninsured widowers computed by dividing number withheld by number in force; future percentages for aged uninsured widowers under 65 projected

to remain at last known rate (June or December); those 65 or older are projected based on historical pattern and judgment.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B80.—Aged Uninsured Widowers of Deceased Workers With Benefits Withheld

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

Withheld Percent of aged uninsured widower beneficiaries in force

60-64 65 or older Total 60-64 65 or older Total

1975 .............................. (1) (1) (1) 5.262 0.131 0.256

1976 .............................. (1) (1) (1) 5.128 .198 .322

1977 .............................. 0.1 0.1 0.2 29.269 2.352 3.746

1978 .............................. (1) .3 .3 9.050 4.109 4.444

1979 .............................. .1 .5 .6 12.012 6.894 7.318

1980 .............................. .3 .4 .7 32.357 4.853 7.101

1981 .............................. .5 1.0 1.5 57.900 9.515 13.540

1982 .............................. .4 1.9 2.3 35.305 16.517 18.102

1983 .............................. .5 2.8 3.3 36.065 21.712 23.003

1984 .............................. .5 3.8 4.3 35.578 26.387 27.214

1985 .............................. .5 4.8 5.4 35.335 30.938 31.306

1986 .............................. .6 6.1 6.6 26.291 34.678 33.761

1987 .............................. .6 7.3 7.9 27.167 38.235 37.072

1988 .............................. .1 8.0 8.0 4.120 39.806 36.898

1989 .............................. .6 9.9 10.5 26.596 44.635 42.955

1990 .............................. .6 11.2 11.8 26.204 47.262 45.365

1991 .............................. .7 12.4 13.1 32.543 49.227 47.990

1992 .............................. .3 12.8 13.1 15.612 49.858 47.430

1993 .............................. .3 14.0 14.3 14.944 51.699 49.122

1994 .............................. .2 13.8 14.0 11.067 53.545 51.199

1995 .............................. .2 16.3 16.5 11.402 57.424 55.075

1996 .............................. .2 17.2 17.4 10.982 61.983 59.143

1997 .............................. .2 17.3 17.5 10.971 63.978 60.904

1998 .............................. .2 18.4 18.6 10.418 65.626 62.476

1999 .............................. .2 17.8 18.0 9.654 62.583 59.686

2000 .............................. .3 18.6 19.0 19.828 62.626 60.246

2001-II .......................... .3 18.2 18.5 16.238 62.596 60.061

2001-IV......................... .3 18.1 18.4 19.828 62.567 60.246

2002-II .......................... .3 18.0 18.3 16.238 62.537 60.043

2002-IV......................... .3 18.0 18.3 19.828 62.507 60.228

2003-II .......................... .3 17.9 18.1 16.238 62.478 60.033

2003-IV......................... .3 17.8 18.1 19.828 62.448 60.221

2004-II .......................... .3 17.7 18.0 16.238 62.418 59.992

2004-IV......................... .3 17.6 18.0 19.828 62.389 60.141

2005-II .......................... .3 17.6 17.8 16.238 62.359 59.934

2005-IV......................... .3 17.5 17.8 19.828 62.329 60.105

2006-II .......................... .3 17.4 17.6 16.238 62.299 59.841

2006-IV......................... .3 17.3 17.6 19.828 62.270 59.959

2007-II .......................... .3 17.3 17.5 16.238 62.240 59.669

2007-IV......................... .3 17.2 17.5 19.828 62.210 59.780

2008-II .......................... .3 17.2 17.4 16.238 62.181 59.499

2008-IV......................... .3 17.1 17.4 19.828 62.151 59.635

2009-II .......................... .3 17.0 17.3 16.238 62.121 59.345

2009-IV......................... .4 16.9 17.3 19.828 62.091 59.486

2010-II .......................... .3 16.9 17.2 16.238 62.062 59.159

2010-IV......................... .4 16.8 17.2 19.828 62.032 59.284

1 Fewer than 50.
OASI Numbers

141

Sources:

• Historical total figures from 1-A Table Current-Payment Supplement.

• Historical split between insured and uninsured based on SSA administrative records.

• Future uninsured figures computed by subtracting number withheld from number in force.

• Future insured figures at end of calendar year shown earlier; future insured figures at end of June interpolated from year-end figures based on historical relationship.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B81.—Aged Widowers of Deceased Workers With Benefits In Current-Payment Status

(By age, end of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar 

period

60-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

1975.................. 0.3 (1) 0.4 1.2 1.5 2.7 1.5 1.6 3.1

1976.................. .3 (1) .4 1.2 1.5 2.7 1.5 1.6 3.1

1977.................. 3.3 0.2 3.5 3.9 4.4 8.3 7.2 4.6 11.7

1978.................. 4.5 .4 4.9 4.6 5.8 10.4 9.1 6.2 15.3

1979.................. 5.5 .6 6.1 4.9 6.9 11.8 10.5 7.5 17.9

1980.................. 6.5 .5 7.0 4.9 8.4 13.3 11.4 8.9 20.4

1981.................. 7.7 .4 8.1 5.3 9.2 14.5 13.0 9.6 22.6

1982.................. 8.9 .7 9.6 5.8 9.6 15.4 14.7 10.3 25.0

1983.................. 10.8 .8 11.6 6.0 10.2 16.2 16.8 11.0 27.8

1984.................. 11.6 .9 12.5 6.2 10.5 16.7 17.8 11.4 29.2

1985.................. 11.9 .9 12.8 6.5 10.8 17.4 18.4 11.7 30.2

1986.................. 12.4 1.6 14.0 6.7 11.4 18.1 19.0 13.0 32.1

1987.................. 12.4 1.6 14.0 6.8 11.7 18.5 19.2 13.3 32.5

1988.................. 12.3 1.7 14.0 6.8 12.0 18.9 19.1 13.7 32.9

1989.................. 12.3 1.7 14.0 7.1 12.2 19.3 19.4 13.9 33.3

1990.................. 12.5 1.7 14.3 7.3 12.5 19.8 19.8 14.2 34.1

1991.................. 13.5 1.4 14.9 7.4 12.8 20.2 20.9 14.2 35.1

1992.................. 14.2 1.7 15.9 7.7 12.9 20.6 21.9 14.5 36.5

1993.................. 14.8 1.7 16.5 7.8 13.1 20.9 22.6 14.8 37.4

1994.................. 15.1 1.3 16.4 9.1 12.0 21.1 24.2 13.3 37.5

1995.................. 15.0 1.4 16.3 9.1 12.1 21.2 24.1 13.4 37.5

1996.................. 15.0 1.5 16.5 10.8 10.6 21.3 25.8 12.0 37.8

1997.................. 15.2 1.5 16.6 9.6 9.8 19.4 24.8 11.2 36.0

1998.................. 15.2 1.5 16.7 9.5 9.7 19.1 24.7 11.2 35.8

1999.................. 15.1 1.5 16.6 8.8 10.6 19.4 23.9 12.1 36.0

2000................ 15.5 1.4 16.9 8.8 11.1 19.9 24.3 12.5 36.8

2001-II............ 15.9 1.4 17.3 8.7 10.9 19.6 24.6 12.3 36.9

2001-IV .......... 16.2 1.3 17.5 8.7 10.8 19.5 24.9 12.1 37.0

2002-II............ 16.7 1.4 18.1 8.7 10.8 19.4 25.4 12.2 37.5

2002-IV .......... 17.1 1.3 18.4 8.7 10.8 19.5 25.8 12.1 37.9

2003-II............ 17.7 1.3 19.0 8.7 10.7 19.5 26.4 12.1 38.5

2003-IV .......... 18.1 1.3 19.4 8.8 10.7 19.5 26.9 12.0 38.9

2004-II............ 18.6 1.3 19.9 8.8 10.7 19.5 27.4 12.0 39.4

2004-IV .......... 19.0 1.3 20.2 8.9 10.6 19.5 27.8 11.9 39.7

2005-II............ 19.3 1.3 20.6 8.9 10.6 19.5 28.2 11.9 40.1

2005-IV .......... 19.6 1.2 20.8 9.0 10.6 19.5 28.5 11.8 40.3

2006-II............ 20.1 1.3 21.4 9.0 10.5 19.5 29.1 11.8 41.0

2006-IV .......... 20.5 1.3 21.8 9.1 10.5 19.6 29.7 11.8 41.4

2007-II............ 21.4 1.4 22.7 9.2 10.5 19.7 30.6 11.8 42.4

2007-IV .......... 22.0 1.3 23.4 9.4 10.4 19.8 31.4 11.8 43.2

2008-II............ 22.8 1.4 24.2 9.5 10.4 19.9 32.3 11.9 44.1

2008-IV .......... 23.3 1.4 24.7 9.7 10.4 20.1 33.0 11.8 44.8

2009-II............ 24.1 1.5 25.5 9.8 10.4 20.2 33.8 11.9 45.7

2009-IV .......... 24.6 1.4 26.0 10.0 10.3 20.3 34.6 11.8 46.3

2010-II............ 25.4 1.5 26.9 10.0 10.3 20.4 35.4 11.9 47.3

2010-IV .......... 26.0 1.5 27.5 10.2 10.3 20.5 36.2 11.8 48.0

1 Fewer than 50.
Benefit Payments

142

Sources:

• Historical numbers of parent beneficiaries in force from In Force Table; future numbers of parent beneficiaries in force computed by applying ratio to number from 6 months earlier.

• Historical ratio of number of parent beneficiaries to number from 6 months earlier computed by dividing corresponding numbers. Future ratios for parents projected by exponential

regression on time, and modified by judgment.

• Historical ratio of number of parent beneficiaries withheld to number in force computed by dividing corresponding numbers; future ratios projected based on historical trend and

judgment.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future figures computed by applying applicable percentage to number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B82.—Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

In force Withheld

Number in

currentpayment

status

Percent of

number from

6 months earlier Number

Percent of

number

in force Number

1975 .................................... 96.872 21.6 0.814 0.2 21.4

1976 .................................... 96.687 20.1 .827 .2 19.9

1977 .................................... 96.686 18.6 .699 .1 18.5

1978 .................................... 96.927 17.3 .991 .2 17.2

1979 .................................... 96.653 16.2 .994 .2 16.0

1980 .................................... 96.523 15.0 1.103 .2 14.8

1981 .................................... 96.519 13.8 1.511 .2 13.6

1982 .................................... 95.909 12.7 1.763 .2 12.5

1983 .................................... 95.830 11.6 1.780 .2 11.4

1984 .................................... 95.971 10.7 2.052 .2 10.5

1985 .................................... 96.200 9.8 2.364 .2 9.5

1986 .................................... 96.363 9.0 2.859 .3 8.7

1987 .................................... 95.954 8.2 3.297 .3 7.9

1988 .................................... 95.912 7.5 4.235 .3 7.1

1989 .................................... 96.514 6.8 5.191 .4 6.5

1990 .................................... 95.950 6.3 5.894 .4 5.9

1991 .................................... 97.189 5.8 6.451 .4 5.5

1992 .................................... 97.394 5.5 7.481 .4 5.1

1993 .................................... 97.486 5.1 8.713 .4 4.7

1994 .................................... 96.717 4.8 9.533 .5 4.3

1995 .................................... 97.056 4.5 10.652 .5 4.0

1996 .................................... 96.897 4.2 11.630 .5 3.7

1997 .................................... 97.410 3.9 12.602 .5 3.4

1998 .................................... 97.369 3.7 13.915 .5 3.2

1999 .................................... 96.820 3.4 14.821 .5 2.9

2000 .................................... 97.818 3.3 16.015 .5 2.7

2001-II ................................ 96.522 3.2 15.776 .5 2.7

2001-IV............................... 96.532 3.0 16.102 .5 2.6

2002-II ................................ 96.543 2.9 15.866 .5 2.5

2002-IV............................... 96.555 2.8 16.194 .5 2.4

2003-II ................................ 96.566 2.7 15.961 .4 2.3

2003-IV............................... 96.575 2.6 16.292 .4 2.2

2004-II ................................ 96.699 2.6 16.059 .4 2.2

2004-IV............................... 96.823 2.5 16.388 .4 2.1

2005-II ................................ 96.946 2.4 16.153 .4 2.0

2005-IV............................... 97.068 2.3 16.481 .4 2.0

2006-II ................................ 97.190 2.3 16.244 .4 1.9

2006-IV............................... 97.311 2.2 16.569 .4 1.8

2007-II ................................ 97.431 2.2 16.331 .4 1.8

2007-IV............................... 97.550 2.1 16.653 .3 1.7

2008-II ................................ 97.669 2.0 16.412 .3 1.7

2008-IV............................... 97.787 2.0 16.732 .3 1.7

2009-II ................................ 97.905 2.0 16.488 .3 1.6

2009-IV............................... 98.021 1.9 16.805 .3 1.6

2010-II ................................ 98.138 1.9 16.558 .3 1.6

2010-IV............................... 98.253 1.9 16.871 .3 1.5
OASI Numbers

143

Sources:

• Historical numbers of special age-72 beneficiaries in force from In Force Table; future numbers of special age-72 beneficiaries in force computed by applying ratio to number from

6 months earlier.

• Historical ratio of number of special age-72 beneficiaries to number from 6 months earlier computed by dividing corresponding numbers. Future ratios for special age-72 beneficiaries projected by exponential regression on time and quarterly dummy variables.

• Historical ratio of number of special age-72 beneficiaries withheld to number in force computed by dividing corresponding numbers; future ratios projected by regression.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future figures computed by applying applicable percentage to number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.B83.—Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[Numbers in thousands]

Calendar period

In force Withheld

Number in

currentpayment

status

Percent of

number from

6 months earlier Number

Percent of

number

in force Number

1975.................................... 93.997 374.9 40.327 151.2 223.7

1976.................................... 93.813 325.7 42.258 137.6 188.1

1977.................................... 93.237 279.5 42.941 120.0 159.5

1978.................................... 92.811 239.9 44.247 106.1 133.7

1979.................................... 93.212 207.2 45.886 95.1 112.1

1980.................................... 92.995 177.0 47.596 84.2 92.8

1981.................................... 93.034 150.8 49.381 74.5 76.3

1982.................................... 91.611 127.1 50.737 64.5 62.6

1983.................................... 91.542 103.1 50.661 52.2 50.8

1984.................................... 92.109 85.8 52.911 45.4 40.4

1985.................................... 92.138 71.4 55.645 39.7 31.7

1986.................................... 91.318 56.7 56.288 31.9 24.8

1987.................................... 88.555 45.2 57.930 26.2 19.0

1988.................................... 90.904 35.2 59.862 21.1 14.1

1989.................................... 91.575 28.8 64.210 18.5 10.3

1990.................................... 92.221 23.8 68.808 16.4 7.4

1991.................................... 92.724 20.1 73.599 14.8 5.3

1992.................................... 93.221 17.1 78.527 13.5 3.7

1993.................................... 94.244 14.9 83.529 12.5 2.5

1994.................................... 95.479 13.3 87.825 11.7 1.6

1995.................................... 96.071 12.1 91.533 11.1 1.0

1996.................................... 97.005 11.3 94.223 10.7 .7

1997.................................... 97.202 10.4 96.208 10.0 .4

1998.................................... 98.214 10.0 97.740 9.7 .2

1999.................................... 99.143 9.7 98.529 9.6 .1

2000.................................... 99.293 9.6 99.069 9.5 .1

2001-II................................ 96.394 9.2 99.390 9.2 .1

2001-IV .............................. 97.521 9.0 99.656 9.0 (1)

2002-II................................ 97.209 8.7 99.899 8.7 (1)

2002-IV .............................. 97.677 8.5 100.000 8.5 (1)

2003-II................................ 97.384 8.3 100.000 8.3 (1)

2003-IV .............................. 97.824 8.1 100.000 8.1 (1)

2004-II................................ 97.548 7.9 100.000 7.9 (1)

2004-IV .............................. 97.961 7.8 100.000 7.8 (1)

2005-II................................ 97.703 7.6 100.000 7.6 (1)

2005-IV .............................. 98.090 7.4 100.000 7.4 (1)

2006-II................................ 97.848 7.3 100.000 7.3 (1)

2006-IV .............................. 98.211 7.2 100.000 7.2 (1)

2007-II................................ 97.984 7.0 100.000 7.0 (1)

2007-IV .............................. 98.325 6.9 100.000 6.9 (1)

2008-II................................ 98.111 6.8 100.000 6.8 (1)

2008-IV .............................. 98.431 6.7 100.000 6.7 (1)

2009-II................................ 98.231 6.5 100.000 6.5 (1)

2009-IV .............................. 98.531 6.4 100.000 6.4 (1)

2010-II................................ 98.344 6.3 100.000 6.3 (1)

2010-IV .............................. 98.625 6.2 100.000 6.2 (1)

1 Fewer than 50.
Benefit Payments

144

Sources:

• All detail columns shown earlier.

• Totals and subtotals computed by addition of corresponding detail.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A7 and V.B7 for low-cost and high-cost alternatives, respectively.

Table III.B84.—Summary of OASDI Beneficiaries In Current-Payment Status

(End of calendar years 1975-2000 and calendar half years 2001-10)

[In thousands]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefiTotal ciaries

Retired

workers

Wives

and

husbands Children Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and aged

parents

Disabled

widows

and

widowers Total

Disabled

workers

Wives

and

husbands Children

1975.......... 32,083.9 20,099.1 16,589.1 2,867.4 642.6 7,409.9 2,918.9 581.9 3,800.9 108.3 4,351.2 2,487.6 452.9 1,410.6 223.7

1976.......... 33,020.5 20,714.4 17,165.3 2,896.3 652.8 7,495.1 2,902.7 578.8 3,896.5 117.1 4,623.0 2,669.4 473.9 1,479.7 188.1

1977.......... 34,076.4 21,463.9 17,821.7 2,964.3 677.9 7,597.0 2,877.0 582.2 4,011.1 126.7 4,856.0 2,836.2 494.4 1,525.4 159.5

1978.......... 34,586.4 22,000.2 18,359.4 2,980.0 660.8 7,585.6 2,780.4 576.4 4,100.0 128.9 4,866.9 2,878.2 491.5 1,497.2 133.7

1979.......... 35,124.6 22,615.0 18,971.7 2,991.3 652.0 7,622.2 2,710.8 573.8 4,208.7 128.9 4,775.3 2,868.5 475.5 1,431.3 112.1

1980.......... 35,593.3 23,221.1 19,564.4 3,018.0 638.7 7,602.1 2,609.9 562.8 4,302.7 126.7 4,677.3 2,856.4 462.2 1,358.7 92.8

1981.......... 36,001.6 23,859.0 20,195.4 3,030.8 632.9 7,614.7 2,545.6 547.6 4,400.0 121.6 4,451.5 2,771.7 428.2 1,251.5 76.3

1982.......... 35,839.6 24,364.5 20,767.5 3,039.4 557.6 7,443.5 2,321.1 514.8 4,493.2 114.3 3,969.0 2,599.3 365.9 1,003.9 62.6

1983.......... 36,084.8 24,974.8 21,423.7 3,039.2 511.9 7,251.1 2,145.5 400.3 4,596.0 109.2 3,808.0 2,564.1 308.1 935.9 50.8

1984.......... 36,478.7 25,438.4 21,910.8 3,050.8 476.8 7,182.5 2,010.4 382.4 4,682.3 107.3 3,817.4 2,592.2 304.0 921.3 40.4

1985.......... 37,058.2 25,960.5 22,435.3 3,069.1 456.1 7,162.2 1,918.2 371.7 4,766.4 105.9 3,903.8 2,653.1 305.5 945.1 31.7

1986.......... 37,706.1 26,522.3 22,984.8 3,087.8 449.7 7,168.5 1,878.3 350.0 4,834.1 106.0 3,990.5 2,724.6 300.6 965.3 24.8

1987.......... 38,190.0 26,973.0 23,443.8 3,090.0 439.2 7,157.4 1,836.8 328.8 4,886.8 105.0 4,040.5 2,781.7 290.9 967.9 19.0

1988.......... 38,627.0 27,380.0 23,862.5 3,086.0 431.6 7,162.8 1,809.1 317.8 4,932.8 103.1 4,070.1 2,826.1 280.8 963.2 14.1

1989.......... 39,151.4 27,846.1 24,331.3 3,093.1 421.7 7,171.0 1,781.5 312.1 4,975.7 101.6 4,124.0 2,890.6 271.5 962.0 10.3

1990.......... 39,830.5 28,363.5 24,841.0 3,101.1 421.4 7,198.2 1,776.9 303.9 5,016.4 101.0 4,261.4 3,006.7 265.9 988.8 7.4

1991.......... 40,592.3 28,822.2 25,293.0 3,104.2 424.9 7,256.1 1,791.6 300.7 5,049.4 114.5 4,508.7 3,190.6 266.2 1,051.9 5.3

1992.......... 41,507.1 29,304.7 25,761.7 3,111.5 431.5 7,313.1 1,808.4 294.2 5,079.1 131.3 4,885.6 3,463.7 270.7 1,151.2 3.7

1993.......... 42,245.5 29,639.5 26,109.0 3,094.4 436.0 7,354.9 1,836.6 289.4 5,081.9 147.0 5,248.7 3,721.1 272.8 1,254.8 2.5

1994.......... 42,883.2 29,918.5 26,412.3 3,066.4 439.8 7,384.3 1,864.5 283.1 5,076.0 160.7 5,578.7 3,958.2 271.1 1,349.5 1.6

1995.......... 43,386.9 30,145.9 26,678.5 3,026.0 441.4 7,388.4 1,883.9 275.0 5,056.5 173.0 5,851.6 4,179.3 263.5 1,408.9 1.0

1996.......... 43,736.5 30,317.7 26,905.1 2,970.2 442.4 7,353.5 1,897.9 242.1 5,031.6 181.9 6,064.7 4,378.3 223.9 1,462.6 .7

1997.......... 43,970.7 30,644.8 27,281.7 2,922.2 441.0 7,179.9 1,892.8 230.2 4,868.9 187.9 6,145.6 4,500.7 207.0 1,437.9 .4

1998.......... 44,245.3 30,820.4 27,517.5 2,864.2 438.6 7,097.5 1,883.9 220.6 4,798.9 194.2 6,327.2 4,690.9 189.8 1,446.4 .2

1999.......... 44,595.2 31,036.4 27,783.5 2,811.0 441.9 7,044.2 1,884.9 212.4 4,748.1 198.8 6,514.5 4,870.2 176.3 1,468.0 .1

2000.......... 45,414.3 31,762.3 28,505.2 2,798.2 458.9 6,985.3 1,878.1 203.1 4,702.8 201.4 6,666.7 5,035.6 165.1 1,465.9 .1

2001-II...... 45,656.4 31,904.2 28,649.6 2,785.5 469.1 6,980.3 1,894.7 192.4 4,688.3 205.0 6,771.8 5,128.5 162.5 1,480.8 .1

2001-IV .... 45,841.8 32,023.0 28,781.4 2,776.7 464.9 6,970.2 1,880.8 196.8 4,684.2 208.3 6,848.6 5,215.7 159.6 1,473.3 (1)

2002-II...... 46,143.5 32,203.5 28,960.9 2,767.8 474.8 6,969.1 1,896.5 186.7 4,674.9 211.1 6,970.9 5,318.1 158.0 1,494.8 (1)

2002-IV .... 46,352.6 32,328.4 29,096.1 2,762.1 470.1 6,961.7 1,881.6 191.2 4,675.3 213.6 7,062.4 5,414.6 156.0 1,491.8 (1)

2003-II...... 46,687.5 32,520.4 29,285.9 2,754.6 479.8 6,957.5 1,895.3 181.6 4,664.2 216.4 7,209.6 5,537.8 155.2 1,516.6 (1)

2003-IV .... 46,920.6 32,650.1 29,425.3 2,750.1 474.6 6,946.2 1,878.2 186.4 4,662.7 218.8 7,324.2 5,654.6 153.8 1,515.8 (1)

2004-II...... 47,320.5 32,899.7 29,675.1 2,740.9 483.8 6,943.7 1,891.3 177.3 4,653.2 221.9 7,477.1 5,779.9 153.7 1,543.5 (1)

2004-IV .... 47,589.7 33,060.0 29,847.5 2,734.4 478.0 6,933.6 1,873.3 182.1 4,653.1 225.0 7,596.2 5,898.6 153.0 1,544.6 (1)

2005-II...... 48,035.7 33,351.1 30,140.0 2,724.1 487.0 6,929.0 1,885.1 173.3 4,642.7 227.9 7,755.6 6,026.5 153.5 1,575.5 (1)

2005-IV .... 48,338.1 33,541.8 30,344.6 2,716.4 480.8 6,916.4 1,865.8 178.2 4,641.5 230.9 7,879.8 6,147.7 153.3 1,578.8 (1)

2006-II...... 48,790.2 33,830.9 30,631.5 2,710.3 489.1 6,915.5 1,875.9 169.7 4,636.4 233.6 8,043.7 6,276.9 154.4 1,612.4 (1)

2006-IV .... 49,125.0 34,048.1 30,859.5 2,706.4 482.2 6,905.8 1,854.8 174.5 4,640.2 236.2 8,171.1 6,399.2 154.6 1,617.4 (1)

2007-II...... 49,581.8 34,336.4 31,142.2 2,704.2 489.9 6,909.9 1,862.7 166.2 4,643.1 237.9 8,335.5 6,526.8 156.0 1,652.7 (1)

2007-IV .... 49,970.4 34,604.4 31,418.3 2,703.9 482.2 6,903.7 1,838.8 171.1 4,654.5 239.4 8,462.3 6,647.4 156.5 1,658.3 (1)

2008-II...... 50,503.9 34,970.3 31,782.1 2,699.1 489.1 6,908.7 1,844.6 163.1 4,660.4 240.7 8,624.8 6,771.0 158.3 1,695.5 (1)

2008-IV .... 50,994.1 35,342.6 32,166.0 2,696.1 480.5 6,902.7 1,818.2 167.9 4,674.6 242.1 8,748.8 6,887.6 159.0 1,702.1 (1)

2009-II...... 51,604.5 35,811.1 32,636.1 2,687.7 487.2 6,909.0 1,823.7 160.0 4,682.4 242.9 8,884.5 6,982.6 161.0 1,740.9 (1)

2009-IV .... 52,210.0 36,325.3 33,166.0 2,681.0 478.3 6,903.8 1,796.8 164.7 4,698.5 243.7 8,980.9 7,070.8 162.0 1,748.1 (1)

2010-II...... 52,759.9 36,722.0 33,565.7 2,671.2 485.0 6,907.6 1,802.7 157.1 4,703.5 244.4 9,130.3 7,177.2 164.3 1,788.8 (1)

2010-IV .... 53,453.5 37,314.5 34,175.5 2,662.9 476.1 6,900.0 1,776.5 161.8 4,716.7 245.0 9,239.0 7,276.5 165.6 1,796.9 (1)

1 Fewer than 50.
145

OASDI Numbers

Figure 3.—Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2000

[In millions]

Children

1.5

(22.0%)

Spouses

0.2

(2.5%)

Disabled workers

5.0

(75.5%)

Aged widow(er)s

& parents

4.7

(67.3%)

Children

1.9

(26.9%)

Mothers

& fathers

0.2

(2.9%)

Disabled

widow(er)s

0.2

(2.9%)

Retired workers

28.5

(89.7%)

Spouses

2.8

(8.8%)

Children

0.5

(1.5%)

Disabled workers

& dependents

6.7

(14.7%)

Survivors

7.0

(15.4%)

Retired workers

& dependents

31.8

(69.9%)
Benefit Payments

146

C. AVERAGE BENEFIT AT AWARD

Each month, benefits are paid to individuals in current-payment status as of the end of the previous month. Adjustments

are then made for benefits awarded and terminated during

the current month. Finally, adjustments may be made for

items such as benefit recalculations for additional earnings,

and annual cost-of-living increases. This section describes

the estimation of the average amount of new awards; the

other factors involved in estimating benefit payments will be

discussed in later sections.

1. Sample Data

Projecting the average amount of a new award involves an

actual sample of earnings histories, drawn from the Continuous Work History Sample (CWHS). The CWHS is a 1-percent sample of all people with earnings covered by Social

Security. The sample drawn from the CWHS consists of 10

percent of all persons who were not entitled to an OASDI

benefit as of the end of 1987, but were entitled to a benefit—

either as a retired worker, disabled worker, or survivor—by

the end of 1988. Thus the sample is a 0.1-percent sample of

workers with benefits newly entitled as of calendar year

1988.

Dependents of retired and disabled workers are not included

in the sample; the model assumes these types of benefits are

proportional to the primary benefit. Beneficiary information

from the CWHS includes the Primary Insurance Amount

(PIA) and monthly benefit as of December 1988, the

worker’s gender and date of birth, any period of disability,

and other benefit information. The sample includes records

on 2,229 beneficiaries, distributed as shown in the “newly

entitled” column of the following table:

As you can see, the time of entitlement is not necessarily the

same as the time of award, as “entitlement” and “award”

have different meanings (see Glossary). The number of

newly entitled beneficiaries is generally less than the actual

number of awards for several reasons. First, entitlement can

be retroactive and thus may precede the date of award. For

example, an individual entitled in 1988 may actually be

awarded in a subsequent year; or an individual awarded in

1988, may have been entitled in a prior year. This effect is

especially apparent for disabled workers, where the disability determination process might result in an award months or

even years after entitlement.

Second, the newly entitled are those workers whose family

composition generates awards in the various categories;

whereas the number of actual awards includes these auxiliary beneficiaries. For example, one newly deceased worker

with two eligible children and a dependent mother would be

counted as one newly entitled, but would result in three additional awards.

2. Sample Adjustments

The next step in projecting the average award amount is to

construct a simulated sample of awards for the year prior to

the projection period—2000 for this study—and for each

year in the projection period—2001-10. Average amounts

are then constructed for each sample. The series of average

amounts is then converted to an index representing benefit

growth, having a value of 1.000 in 2000. The index for each

projected year is then applied to the actual average benefit

awarded in 2000—as determined from actual Social Security

data—to obtain the final projection of award amounts.

The simulated samples are biased for several reasons. First,

they reflect the composition of OASDI beneficiaries in 1988,

which may not persist in the future. In particular, the fraction

of all females with enough earnings to be eligible for retirement benefits at normal retirement age or earlier was 68 percent in 1988; currently it is 76 percent, and is expected to

increase to 84 percent by 2010. Females who were not

insured for old-age benefits in 1988 could not have been

drawn from the CWHS in the initial sample selection. Therefore, an adjustment is needed to properly represent them in

the simulated samples for projected years. Earnings records

of some uninsured females in the constructed samples are

modified to ensure that a reasonable percentage of female

workers become insured for old-age benefits in the future.

Another reason for sample bias is that samples were not

drawn from the population as a whole. Rather, they were

taken from the CWHS, which is itself a sample. As an

adjustment, two types of uninsured workers were added to

the sample drawn from the CWHS to make it representative

of the full population:

• Persons of retirement age in 1988 having some earnings,

but not enough to be insured for old-age benefits; and 

• Persons assumed to be age 62 in 1988 having no earnings. 

A total of 300 records—80 male and 220 female—of the first

type were created and added to the sample. These records are

based on data drawn from a complete population survey with

Type of beneficiary

Actual awards

(in thousands)

Newly entitled

(from sample)

Male old-age beneficiary........... 956 919

Female old-age beneficiary ....... 689 628

Young survivor .......................... 385 95

Aged survivor............................ 442 322

Disabled survivor ...................... 15 15

Male disabled worker ................ 273 162

Female disabled worker............. 142 88
Awards

147

earnings matching Social Security records. A total of 100

records—all female—of the second type were also created

and added to the sample.

Note that no adjustments were made to the number of disability and survivor records in the sample because of the difficulty in defining the appropriate population. All-in-all, the

adjusted sample for 1988 includes a total of 1,947 records of

retired workers—999 male and 948 female—in addition to

the original disability and survivor beneficiary records.

3. Sample Earnings

Each simulated sample for 2000-10 contains potentially the

same number of beneficiaries as the adjusted 1988 sample,

along with the same age and gender characteristics. To

account for future employment, the model updates the earnings record of each worker in each sample to create representative earnings records that would underlie an award in a

particular year. The steps involved in creating simulated

sample earnings is described below.

The benefit computation procedures that generally apply

consider earnings after 1950, up to the year of award. So as

the year of award shifts from 1988 through 2010, the length

of the earnings record for each worker increases. For example, a 65-year-old retiring in 1988 had annual earnings from

1951 to 1988 in the original (adjusted) sample—this represents earnings for ages 28 to 65—while prior earnings were

aggregated for pre-1951. The “parallel” 65-year-old retiring

in 2001 is assigned annual earnings from 1951 to 2001 in the

simulated sample for 2001—this represents earnings for ages

15 to 65. To create an earnings record while retaining the

characteristics of the worker in the original 1988 sample,

year-by-year earnings are expanded by duplicating some randomly-selected years. Since the exact pattern of earnings

near the time of retirement is crucial, these years are not considered in the random selection. Note that for disability and

survivor cases, earnings for workers under age 55 in 1988

are not expanded; in general, these workers had a full earnings record by 1988 with little or no pre-1951 earnings.

The level of annual earnings in each simulated sample is

based on the original 1988 sample, adjusted to reflect annual

wage increases. Another adjustment to earnings is required

because the 1988 sample includes earnings only up to the

contribution and benefit base. As a result of ad hoc increases

in the wage base for 1979-81 and the automatic-adjustment

mechanism, the wage base will be higher during the projection period—relative to average earnings—than during the

years prior to 1979. To approximate the amount of annual

earnings in excess of the wage base for each record in the

1988 sample, a random selection procedure was used with a

statistical distribution of earnings in excess of the wage base,

as provided by the Office of Research, Evaluation and Statistics.

Further adjustments to annual earnings are made in the simulated samples to reflect changes in:

• Labor participation in Social Security covered employment among men and women;

• Fully insured status among workers; and

• Differences in earnings between men and women.

Females who originally had some years of zero earnings are

randomly selected to have positive earnings to increase rates

of participation in covered employment, and produce fullyinsured status in the simulated samples. In addition, earnings

for females may be increased and earnings for males may be

slightly decreased to narrow gender differences.

4. Earnings Prior to 1951

Finally, adjustments are made to account for the fact that

year-by-year earnings are not available prior to 1951. A 62-

year-old retiring in 1988 was 25 in 1951, so the expansion of

earnings records from the original 1988 sample is done on

the basis of earnings beginning at age 25. In general, earnings are lower at the younger ages, even after considering

wage increases; therefore, adjustments to projected earnings

at younger ages are needed to assure that overall coverage

rates were reasonable. Average earnings for both males and

females are generated so that annual wage increases over the

projection period closely match assumed rates of increase.

Some benefit calculations use earnings prior to 1951, which

are usually reported as a lump-sum total. These earnings

continue to be applied in the future—up to a point—and

must be projected for the simulated samples. The number of

samples for which pre-1951 earnings are needed is based on

the age and earnings pattern of the worker as of 1988. For

workers age 62 or older in 1988, pre-1951 earnings are projected for each corresponding simulated sample. For workers

younger than age 62 in 1988, pre-1951 earnings are projected only for a fraction of the corresponding simulated

samples—zero is assumed for all subsequent samples.

5. Other Considerations

The re-indexed widow(er) guarantee benefit calculation

requires the date of birth of the aged or disabled widow(er).

This information is not available in the original 1988 sample

from the CWHS, but is found for survivor cases in the Master Beneficiary Record (MBR). Cross-referencing the

CWHS with the MBR, and assuming a constant difference in

age between the deceased worker and the surviving spouse

provides this information for the simulated samples.

Starting in 1986, some benefit calculations may be affected

by the Windfall Elimination Provision (WEP), which considers any noncovered pension of the worker. This provision

was only partially effective by 1988, so only limited data

existed in the CWHS and MBR. In the simulated samples,
Benefit Payments

148

noncovered pension amounts may be assigned to some workers who show a pattern of steady earnings that is interrupted

by an extended period of no earnings—which may be indicative of noncovered employment.

6. Benefit Calculations

Once the simulated samples are constructed, benefits can be

calculated for each beneficiary in each sample. First, the

model examines annual earnings and the corresponding

quarters of coverage to determine if the insured status

requirement is met for the particular benefit type.

If the insured status test is met, the benefit is computed for

that record. Under the usual benefit calculation procedure,

the Average Indexed Monthly Earnings (AIME) amount is

found based on a specified number of highest years of

indexed earnings—the number of “high-n” years of earnings

depends on the year of eligibility of the worker. The eligibility year may precede the year of award, depending on either

the year of attainment of age 62; the year of disability onset;

or the year of death (survivor case). In the simulated samples, the relationship between the year of eligibility and the

year of award is the same as the corresponding record in the

1988 sample.

Once the AIME for each record is computed, all relevant

PIA formulas are applied and the highest applicable PIA

becomes the PIA at award. Calculations that may apply

include the following:

• Wage-Indexed Method—Applies to PIA determinations

where the worker attains age 62, becomes disabled, or

dies in 1979 or later. Benefit increases are applied after

eligibility. Earnings before 1951 are not considered.

• Special Minimum Method—Applies to all benefits payable for January 1973 or later. It is intended to help persons with low earnings over a working lifetime.

• Old-Start Method—Applies to workers having earnings

prior to 1951. 

• PIA Table Method—Applies to workers with eligibility

in 1978 or earlier. Unindexed earnings are used to determine Average Monthly Wage (AMW) and PIA. In this

case, the wage-indexed method does not apply.

• Transitional Guarantee Method—Applies to PIA determinations where the worker attains age 62, becomes disabled, or dies in 1979 or later, and is born in 1917-21.

Does not apply to disability cases.

• Alternate Method for Widow(er)s—This is a modification of the wage-indexed method. The PIA is calculated

in survivor cases for an aged or disabled widow(er) who

is first eligible after 1984, and the worker died prior to

age 62.

After the PIA is determined for each record in each simulated sample, the model computes the corresponding

Monthly Benefit Amount (MBA). For retired workers, the

MBA is either: (i) less than the PIA if retirement occurs

before normal retirement age; (ii) equal to the PIA if retirement occurs at normal retirement age; or (iii) more than the

PIA if retirement occurs after the normal retirement age. The

reduction factors and delayed retirement credits will vary,

depending on the worker’s year of birth. Similar to the

retired worker benefit, the MBA for an aged widow(er) is

less than the PIA when benefit begins prior to the normal

retirement age for the widow(er). For disabled workers, the

MBA is assumed to be 100 percent of the PIA. For young

survivor beneficiaries, the MBA is assumed to be 75 percent

of the PIA.

Next, the average MBA for each type of beneficiary is calculated from the simulated samples for 2000-10. The average

MBAs are converted to an index series, representing the

year-over-year growth in benefits. Finally, the award amount

for each beneficiary type is projected by applying the index

to the actual average award for 2000.

7. Results

Table III.C1 indicates the award amount for female disabled

workers will be roughly 27 percent less than male disabled

workers throughout the next 10 years. Female benefits were

as much as 33 percent less in the early 1980s. The gradual

increase is primarily due to the increase in lifetime earnings

of females, relative to those of males.

Table III.C2 shows award amounts for young and aged wives

and husbands of disabled workers. The model assumes the

amount of a spouse benefit is proportional to that of the

worker. Future proportions are expected to be about the same

as that for 2000. Note that the full benefit rate for a spouse is

50 percent of PIA, but the actual proportion over all beneficiaries is much less—roughly 17 percent for young spouses.

This is mainly due to the Maximum Family Benefit (MFB)

provision. The adjustment for the family maximum is made

by proportionately reducing all auxiliary benefits until the

total monthly benefits payable are within the maximum

limit. Another example of reduced benefits to a spouse of a

disabled worker is when the spouse is also entitled to a

retired worker benefit. If the retirement benefit is smaller

than the spouse benefit, only the difference is paid as a

spouse benefit.

Table III.C3 shows award amounts for minor, disabled, and

student children of disabled workers. The model assumes the

amount of a child benefit is proportional to that of the

worker. Future proportions are expected to be about the same

as that for 2000. The full benefit rate for a child is 50 percent

of PIA, but the MFB reduces the actual proportion as discussed above.
Awards

149

Table III.C4 shows award amounts for retired workers. The

model projects retirement amounts based on the index of

benefit growth from the simulated samples of awards. During the 1980s and early 1990s, award amounts to female

retired workers decreased as a proportion of male award

amounts. This is partly due to the lengthening computation

period. Now that the computation period is at its maximum

35 years, women with longer and more complete earnings

records result in more stable, albeit lower, benefits relative to

men. Female retired worker benefits are projected to be

roughly 65 percent of that for males throughout the shortrange period.

Table III.C5 shows award amounts for survivors of deceased

workers. The model projects these amounts based on the

index of benefit growth from the simulated samples of

awards for each of the following groups—11 types of beneficiaries in all:

• Young survivor—minor child, disabled child, student

child, mother, and father;

• Aged disabled survivor—disabled widow and widower;

• Aged non-disabled survivor—aged widow and widower,

male parent, and female parent.

Award amounts to aged widows are projected to remain the

largest of any survivor award. Amounts for other types of

survivors are lower because: 

• Widows and widowers are eligible, at normal retirement

age, for the full PIA of the deceased worker, while other

types of survivors always receive less than the PIA—

usually 75 percent; and

• Other types of survivors are more likely to be affected

by the MFB, limiting their benefits.

Award amounts to dependents of retired workers are not projected. See section E for a description of benefit projections

for spouses and children of retired workers.
Benefit Payments

150

Source: Historical average monthly benefit amount awarded from 1-A Table Awards Supplement; future amounts based on results of

simulated sample of future awards.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.C1.—DI Average Monthly Benefit Awarded to Disabled Workers

(By gender, calendar years 1975-2010)

Year

Average monthly benefit 1 Ratio of

female benefit

Male Female Total to male benefit

1975................................ $263.81 $190.89 $241.21 0.7236

1976................................ 292.91 210.10 267.45 .7173

1977................................ 320.37 228.48 292.28 .7132

1978................................ 355.98 252.01 324.33 .7079

1979................................ 399.40 281.23 362.95 .7041

1980................................ 440.75 304.32 398.85 .6905

1981................................ 475.27 324.15 429.12 .6820

1982................................ 492.88 331.72 443.74 .6730

1983................................ 497.07 332.75 446.46 .6694

1984................................ 511.51 343.74 458.44 .6720

1985................................ 530.28 355.76 473.65 .6709

1986................................ 535.14 363.22 478.30 .6787

1987................................ 570.48 384.81 508.04 .6745

1988................................ 605.51 408.40 538.08 .6745

1989................................ 637.09 434.09 565.49 .6814

1990................................ 672.43 462.79 597.61 .6882

1991................................ 691.46 481.38 614.80 .6962

1992................................ 697.79 489.04 619.96 .7008

1993................................ 718.81 507.79 638.37 .7064

1994................................ 753.07 533.86 666.19 .7089

1995................................ 787.79 560.60 693.79 .7116

1996................................ 812.64 584.49 714.40 .7192

1997................................ 838.22 603.63 734.09 .7201

1998................................ 853.33 619.33 747.42 .7258

1999................................ 892.31 652.42 782.90 .7312

2000................................ 950.37 697.62 835.44 .7340

2001................................ 1,004.66 739.83 884.45 .7364

2002................................ 1,056.22 778.74 930.23 .7373

2003................................ 1,111.15 820.11 979.48 .7381

2004................................ 1,171.24 861.70 1,031.27 .7357

2005................................ 1,233.52 903.13 1,084.28 .7322

2006................................ 1,295.27 946.05 1,136.74 .7304

2007................................ 1,355.97 990.02 1,189.93 .7301

2008................................ 1,417.92 1,035.49 1,244.15 .7303

2009................................ 1,482.21 1,082.28 1,300.67 .7302

2010................................ 1,549.99 1,130.02 1,359.59 .7290

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation

of the average monthly benefit.
151

Awards

Sources:

• Ratios computed by dividing average benefit for young or aged spouse by average benefit for disabled worker.

• Historical average monthly benefit amounts awarded from 1-A Table Awards Supplement for July 1987 and later; earlier figures from SSA administrative records. Future amounts

based on results of simulated sample of future awards.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.C2.—DI Average Monthly Benefit Awarded to Young and Aged Spouses of Disabled Workers

(By gender, calendar years 1975-2010)

Year

Average benefit

awarded to

disabled worker 1

Young spouses Aged spouses Average benefit

for total spouses of

disabled workers 1 Ratio to average benefit

for disabled worker Average benefit

Ratio to average benefit

for disabled worker Average benefit

Male workers

1975.............................. $263.81 0.2518 $66.43 0.3123 $82.39 $69.86

1980.............................. 440.75 .2407 106.09 .2977 131.23 113.71

1985.............................. 530.28 .1886 100.03 .3203 169.83 127.98

1990.............................. 672.43 .1700 114.28 .3138 211.02 150.61

1991.............................. 691.46 .1692 117.00 .3211 222.04 153.69

1992.............................. 697.79 .1666 116.25 .3256 227.22 153.71

1993.............................. 718.81 .1647 118.37 .3229 232.12 158.77

1994.............................. 753.07 .1617 121.77 .3288 247.57 167.28

1995.............................. 787.79 .1627 128.21 .3290 259.16 177.44

1996.............................. 812.64 .1636 132.92 .3253 264.35 185.14

1997.............................. 838.22 .1634 136.96 .3067 257.11 194.33

1998.............................. 853.33 .1669 142.38 .3052 260.46 200.97

1999.............................. 892.31 .1659 148.00 .3010 268.59 209.26

2000.............................. 950.37 .1684 160.09 .2911 276.61 222.06

2001.............................. 1,004.66 .1670 167.74 .2886 289.96 232.28

2002.............................. 1,056.22 .1664 175.73 .2875 303.66 242.79

2003.............................. 1,111.15 .1664 184.89 .2875 319.43 254.98

2004.............................. 1,171.24 .1664 194.87 .2875 336.72 268.79

2005.............................. 1,233.52 .1664 205.22 .2875 354.62 283.10

2006.............................. 1,295.27 .1664 215.52 .2875 372.37 297.13

2007.............................. 1,355.97 .1664 225.60 .2875 389.84 311.07

2008.............................. 1,417.92 .1664 235.90 .2875 407.62 325.21

2009.............................. 1,482.21 .1664 246.60 .2875 426.12 340.01

2010.............................. 1,549.99 .1664 257.88 .2875 445.60 355.60

Female workers

1975.............................. 190.89 (2) (2) .3200 61.07 61.07

1980.............................. 304.32 (2) (2) .2887 87.86 87.60

1985.............................. 355.76 .1910 67.93 .3413 121.42 86.33

1990.............................. 462.79 .1551 71.78 .2900 134.22 92.06

1991.............................. 481.38 .1660 79.93 .2987 143.78 96.98

1992.............................. 489.04 .1647 80.52 .2816 137.73 95.28

1993.............................. 507.79 .1579 80.18 .2745 139.41 97.59

1994.............................. 533.86 .1644 87.79 .2515 134.24 101.87

1995.............................. 560.60 .1665 93.36 .2746 153.92 113.75

1996.............................. 584.49 .1786 104.41 .2903 169.67 128.18

1997.............................. 603.63 .1681 101.47 .2674 161.42 127.30

1998.............................. 619.33 .1784 110.47 .2823 174.83 139.66

1999.............................. 652.42 .1760 114.83 .2742 178.89 146.78

2000.............................. 697.62 .1799 125.50 .2692 187.80 158.63

2001.............................. 739.83 .1768 130.77 .2747 203.21 168.27

2002.............................. 778.74 .1771 137.93 .2647 206.17 172.68

2003.............................. 820.11 .1769 145.10 .2648 217.13 181.72

2004.............................. 861.70 .1773 152.79 .2650 228.39 191.23

2005.............................. 903.13 .1769 159.79 .2648 239.12 200.09

2006.............................. 946.05 .1773 167.73 .2650 250.74 210.00

2007.............................. 990.02 .1771 175.35 .2653 262.64 219.79

2008.............................. 1,035.49 .1771 183.40 .2648 274.20 229.77

2009.............................. 1,082.28 .1773 191.87 .2650 286.85 240.24

2010.............................. 1,130.02 .1770 199.97 .2653 299.76 250.87

Total

1975.............................. 241.21 .2754 66.43 .3411 82.27 69.85

1980.............................. 398.85 .2660 106.08 .3259 129.98 113.48

1985.............................. 473.65 .2089 98.95 .3558 168.54 126.69

1990.............................. 597.61 .1888 112.84 .3496 208.91 148.76

1991.............................. 614.80 .1880 115.58 .3578 219.97 151.75

1992.............................. 619.96 .1852 114.83 .3626 224.78 151.64

1993.............................. 638.37 .1830 116.85 .3592 229.29 156.53

1994.............................. 666.19 .1808 120.45 .3665 244.15 164.94

1995.............................. 693.79 .1829 126.87 .3686 255.72 175.12

1996.............................. 714.40 .1845 131.81 .3656 261.15 183.05

1997.............................. 734.09 .1848 135.67 .3463 254.19 192.07

1998.............................. 747.42 .1889 141.17 .3448 257.71 198.82

1999.............................. 782.90 .1875 146.79 .3390 265.43 207.01

2000.............................. 835.44 .1900 158.72 .3269 273.09 219.55

2001.............................. 884.45 .1881 166.33 .3242 286.76 229.88

2002.............................. 930.23 .1873 174.23 .3225 300.01 240.09

2003.............................. 979.48 .1871 183.30 .3222 315.56 252.14

2004.............................. 1,031.27 .1873 193.20 .3225 332.62 265.78

2005.............................. 1,084.28 .1876 203.42 .3230 350.26 279.89

2006.............................. 1,136.74 .1879 213.62 .3235 367.74 293.74

2007.............................. 1,189.93 .1879 223.60 .3235 385.00 307.52

2008.............................. 1,244.15 .1879 233.82 .3235 402.54 321.50

2009.............................. 1,300.67 .1879 244.43 .3235 420.81 336.12

2010.............................. 1,359.59 .1880 255.58 .3237 440.06 351.52

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit. 2 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983.
Benefit Payments

152

Sources:

• Ratios computed by dividing average benefit for minor, disabled, or student children by average benefit for disabled worker.

• Historical average monthly benefit amounts awarded from 1-A Table Awards Supplement; future amounts based on results of simulated sample of future awards.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.C3.—DI Average Monthly Benefit Awarded to Minor, Disabled, and Student Children of Disabled Workers

(Calendar years 1975-2010)

Year

Average benefit

awarded to

disabled worker 1

Minor children Disabled children Student children

Average benefit for

total children of

disabled workers 1

Ratio to

average benefit for

disabled worker

Average

benefit 1

Ratio to

average benefit for

disabled worker

Average

benefit 1

Ratio to

average benefit for

disabled worker

Average

benefit 1

1975.................... $241.21 0.2443 $58.92 0.3420 $82.50 0.3451 $83.24 $65.10

1976.................... 267.45 .2480 66.33 .3246 86.82 .3315 88.66 72.90

1977.................... 292.28 .2558 74.75 .3282 95.93 .3324 97.15 81.57

1978.................... 324.33 .2577 83.57 .3179 103.11 .3274 106.17 91.31

1979.................... 362.95 .2661 96.60 .3216 116.72 .3349 121.55 106.01

1980.................... 398.85 .2534 101.06 .3238 129.16 .3521 140.44 116.43

1981.................... 429.12 .2221 95.29 .3188 136.81 .3599 154.45 119.58

1982.................... 443.74 .2224 98.69 .3322 147.41 .3707 164.48 125.86

1983.................... 446.46 .2367 105.67 .3388 151.26 .3850 171.89 127.12

1984.................... 458.44 .2362 108.28 .3472 159.18 .3964 181.73 128.39

1985.................... 473.65 .2354 111.51 .3439 162.90 .3985 188.76 130.00

1986.................... 478.30 .2364 113.08 .3464 165.66 .4037 193.11 130.93

1987.................... 508.04 .2298 116.73 .3219 163.52 .3964 201.41 136.09

1988.................... 538.08 .2194 118.04 .3017 162.34 .3962 213.17 141.31

1989.................... 565.49 .2217 125.38 .3196 180.75 .3993 225.79 148.65

1990.................... 597.61 .2203 131.67 .3188 190.51 .3874 231.50 153.78

1991.................... 614.80 .2198 135.16 .3231 198.66 .3839 236.04 155.80

1992.................... 619.96 .2182 135.25 .3197 198.19 .3830 237.42 154.50

1993.................... 638.37 .2165 138.24 .3169 202.30 .3797 242.40 158.46

1994.................... 666.19 .2167 144.33 .3175 211.54 .3728 248.34 164.74

1995.................... 693.79 .2221 154.08 .3155 218.92 .3736 259.23 175.55

1996.................... 714.40 .2297 164.09 .3242 231.64 .3786 270.49 186.23

1997.................... 734.09 .2350 172.53 .3279 240.74 .3803 279.19 196.49

1998.................... 747.42 .2396 179.10 .3353 250.58 .3825 285.92 204.60

1999.................... 782.90 .2367 185.35 .3223 252.31 .3773 295.37 211.68

2000.................... 835.44 .2373 198.25 .3061 255.71 .3742 312.60 225.50

2001.................... 884.45 .2359 208.65 .3040 268.87 .3720 329.03 237.06

2002.................... 930.23 .2340 217.67 .3018 280.78 .3689 343.13 247.26

2003.................... 979.48 .2338 229.02 .3016 295.43 .3686 361.02 260.13

2004.................... 1,031.27 .2340 241.29 .3018 311.19 .3688 380.36 274.07

2005.................... 1,084.28 .2342 253.94 .3021 327.57 .3692 400.31 288.43

2006.................... 1,136.74 .2345 266.56 .3025 343.84 .3697 420.23 302.77

2007.................... 1,189.93 .2345 279.03 .3024 359.87 .3697 439.90 316.94

2008.................... 1,244.15 .2345 291.79 .3025 376.35 .3697 460.02 331.43

2009.................... 1,300.67 .2345 305.01 .3025 393.44 .3697 480.87 346.46

2010.................... 1,359.59 .2345 318.89 .3026 411.37 .3698 502.74 362.21

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit.
Awards

153

Sources:

• Historical average monthly benefit amount awarded from 1-A Table Awards Supplement; future amounts based on results of simulated sample of future awards.

• Future benefit as percentage of male amount computed by dividing corresponding columns.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.C4.—Average Monthly Benefit Awarded to Retired Workers

(Calendar years 1975-2010)

Year

Average monthly benefit 1 Ratio of

female benefit

Male Female Total to male benefit

1975 ............................... $239.67 $173.12 $213.00 0.7223

1976 ............................... 265.10 186.60 233.13 .7039

1977 ............................... 291.30 201.50 254.46 .6917

1978 ............................... 323.10 217.90 278.78 .6744

1979 ............................... 369.70 244.50 317.40 .6613

1980 ............................... 425.00 276.10 363.09 .6496

1981 ............................... 469.80 305.90 402.07 .6511

1982 ............................... 486.90 309.00 412.60 .6346

1983 ............................... 496.87 316.36 421.75 .6367

1984 ............................... 506.81 321.62 429.16 .6346

1985 ............................... 525.65 331.84 445.04 .6313

1986 ............................... 543.30 339.72 458.80 .6253

1987 ............................... 576.99 358.15 485.47 .6207

1988 ............................... 603.71 373.12 507.13 .6180

1989 ............................... 643.89 396.53 540.58 .6158

1990 ............................... 688.99 424.23 579.01 .6157

1991 ............................... 717.47 441.25 604.31 .6150

1992 ............................... 743.36 459.62 626.34 .6183

1993 ............................... 765.84 479.04 646.82 .6255

1994 ............................... 792.99 498.74 668.94 .6289

1995 ............................... 815.15 518.80 689.06 .6364

1996 ............................... 844.35 539.32 713.41 .6387

1997 ............................... 872.45 592.00 738.23 .6785

1998 ............................... 893.89 584.57 754.31 .6540

1999 ............................... 940.03 613.82 795.43 .6530

2000 ............................... 1,023.53 665.29 869.43 .6500

2001 ............................... 1,061.30 689.51 892.62 .6497

2002 ............................... 1,115.24 722.84 939.37 .6481

2003 ............................... 1,152.49 751.38 972.89 .6520

2004 ............................... 1,186.99 774.13 1,001.52 .6522

2005 ............................... 1,233.56 797.68 1,036.68 .6467

2006 ............................... 1,292.31 831.21 1,083.41 .6432

2007 ............................... 1,363.75 870.20 1,139.42 .6381

2008 ............................... 1,421.38 905.13 1,184.22 .6368

2009 ............................... 1,486.78 940.72 1,234.64 .6327

2010 ............................... 1,551.98 980.77 1,287.12 .6319

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation

of the average monthly benefit.
Benefit Payments

154

Source: Historical average monthly benefit amounts awarded from 1-A Table Awards Supplement; future amounts based on results of simulated sample of future awards.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.C5.—Average Monthly Benefit Awarded to Survivors of Deceased Workers

(Calendar years 1975-2010)

Year

Average monthly benefit 1

Minor

child

Disabled

child

Student

child

Aged

widow

Aged

widower Mother Father2 Maleparent

Female

parent

Disabled

widow

Disabled

widower

Total

survivors

1975 ........... $132.47 $143.07 $152.23 $199.40 $176.86 $153.39 $99.59 $173.10 $205.40 $136.62 $132.13 $161.62

1976 ........... 147.10 152.20 162.80 214.20 185.80 172.00 103.40 183.70 227.90 145.20 125.20 176.25

1977 ........... 163.14 170.40 177.08 228.40 167.30 189.40 116.10 203.90 243.90 154.20 127.80 190.89

1978 ........... 178.80 176.70 191.30 247.60 160.50 209.00 126.50 212.80 271.90 165.30 120.50 208.28

1979 ........... 199.00 198.60 217.00 270.70 174.20 222.60 133.80 243.10 299.80 181.00 119.30 232.45

1980 ........... 220.20 229.10 253.10 314.70 194.60 247.60 151.50 229.80 317.00 205.40 134.80 267.36

1981 ........... 231.90 250.13 284.99 347.09 206.87 270.14 163.13 292.00 354.00 227.72 152.44 295.37

1982 ........... 249.83 267.53 305.39 375.97 220.41 284.51 170.45 297.00 357.80 242.73 150.07 320.17

1983 ........... 266.25 288.55 315.53 398.69 238.81 300.09 184.99 298.15 363.40 255.53 161.23 340.62

1984 ........... 280.89 300.30 341.43 421.24 249.68 312.42 198.36 262.67 360.77 296.83 182.44 362.13

1985 ........... 293.16 310.24 362.18 444.08 260.82 324.39 205.48 339.63 374.44 308.22 180.49 381.39

1986 ........... 303.84 318.74 378.30 457.38 268.84 332.88 216.40 349.02 388.00 321.01 206.56 393.68

1987 ........... 321.73 326.60 401.52 481.17 276.40 352.82 235.17 344.28 447.59 334.56 217.98 415.27

1988 ........... 332.04 342.20 426.20 508.02 286.20 365.60 248.68 416.05 456.06 351.58 197.23 435.26

1989 ........... 349.95 366.29 450.34 536.46 307.27 385.44 268.89 386.52 468.29 377.83 236.77 460.16

1990 ........... 367.25 391.58 471.87 570.14 326.01 407.24 291.67 456.60 519.47 403.26 261.78 487.12

1991 ........... 377.68 403.10 488.74 594.29 338.52 419.45 304.53 488.88 534.90 417.64 272.67 503.78

1992 ........... 386.95 415.06 502.57 614.32 350.17 432.39 318.54 492.60 544.24 433.44 273.52 518.75

1993 ........... 397.93 425.88 513.84 636.12 360.56 444.23 337.27 477.20 556.91 434.88 289.50 533.83

1994 ........... 413.11 442.70 529.65 655.15 369.12 462.43 351.04 510.70 572.44 446.37 299.18 550.53

1995 ........... 425.61 464.49 543.65 679.54 388.29 473.80 367.05 552.58 619.06 462.32 306.49 568.65

1996 ........... 447.24 481.66 556.15 702.41 400.32 507.26 403.82 514.01 620.16 467.57 318.18 590.57

1997 ........... 465.55 492.48 566.31 714.69 410.67 531.13 424.84 557.59 635.72 479.68 331.25 607.13

1998 ........... 479.39 502.27 575.18 725.36 416.06 543.99 435.85 598.56 683.32 485.20 336.35 618.58

1999 ........... 509.28 519.33 594.25 729.15 427.57 580.29 459.55 604.35 699.52 507.12 348.84 635.50

2000 ........... 536.75 539.44 624.45 732.60 431.36 611.64 496.11 643.40 719.40 532.56 382.42 652.95

2001 ........... 557.74 560.53 648.87 762.20 448.79 635.56 515.51 669.39 748.46 556.37 399.51 672.96

2002 ........... 584.09 587.02 679.53 790.99 465.74 665.59 539.87 694.68 776.74 578.73 415.58 703.34

2003 ........... 612.16 615.23 712.19 820.73 483.25 697.58 565.81 720.80 805.94 607.38 436.15 732.27

2004 ........... 642.22 645.44 747.15 856.70 504.43 731.83 593.60 752.39 841.27 639.87 459.48 766.56

2005 ........... 674.91 678.29 785.18 894.50 526.69 769.08 623.81 785.59 878.39 670.60 481.54 802.41

2006 ........... 707.06 710.60 822.59 932.97 549.34 805.71 653.53 819.37 916.16 704.95 506.21 839.93

2007 ........... 740.18 743.89 861.12 978.39 576.08 843.45 684.14 859.26 960.76 738.98 530.65 882.61

2008 ........... 775.01 778.90 901.64 1,023.44 602.61 883.15 716.33 898.83 1,005.00 774.56 556.19 925.13

2009 ........... 811.19 815.26 943.73 1,071.72 631.04 924.37 749.77 941.23 1,052.41 812.90 583.73 970.01

2010 ........... 849.62 853.88 988.44 1,122.64 661.02 968.16 785.29 985.95 1,102.41 852.31 612.02 1,015.49

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit. 2 This benefit was not payable until March 19, 1975.
DI Dollars

155

D. DISABILITY INSURANCE BENEFIT PAYMENTS

1. Average Benefit

Tables III.D1-III.D11 show quarterly projections of the average benefit in force, awarded, terminated, and in currentpayment status, for the various disability categories.

The average benefit in force at the end of a quarter is calculated by dividing the total amount in force by the number of

beneficiaries in force. The total amount in force for each type

of beneficiary is projected quarterly, by adding the amount

awarded during the quarter to the amount in force at the

beginning of the quarter, and subtracting the amount terminated during the quarter.

The total amount awarded during a quarter is calculated by

multiplying the number of awards by the average amount

awarded—projections shown earlier.

The total amount terminated during a quarter is calculated by

multiplying the number of terminations by the average

amount terminated. The model assumes the average amount

terminated is proportional to the average amount in force. To

estimate the average amount terminated, ratios based on historical trends are applied to the average amount in force at

the beginning of the quarter.

The average amount in force generally increases over each

quarter, for each type of beneficiary, as newly awarded beneficiaries with higher benefits replace terminating beneficiaries with relatively lower benefits. A large increase occurs in

the fourth quarter as a result of the cost-of-living adjustment.

The model assumes the average amount in current-payment

status is proportional to the average amount in force. To estimate the average amount in current-payment status, ratios

based on historical trends are applied to the average amount

in force at the end of the quarter.

2. Current-Payment Benefits

Tables III.D12-III.D17 show quarterly projections of current-payment benefits, for the various disability categories.

Total current-payment benefits during the period are calculated as: (i) the number of beneficiaries in current-payment

status at the midpoint of the period, multiplied by (ii) the

average benefit in current-payment status at the midpoint of

the period, multiplied by (iii) a factor developed from historical trends to account for any seasonal fluctuations—such as

those found in payments to student children due to schoolattendance requirements.

The number of beneficiaries and average amount at the midpoint of the period are estimated as a weighted average of

corresponding figures at the beginning and end of the period.

In 2000, roughly 91 percent of all current-payment benefits

were made to disabled workers; roughly 1 percent went to

spouses of disabled workers, and 8 percent went to children.

A breakdown of the dollar amounts follows:

Disabled workers:

• Male—$28.8 billion (64%)

• Female—$16.1 billion (36%)

• Total—$44.9 billion (100%)

Spouses:

• Young wives—$221.0 million (57%)

• Young husbands—$3.3 million (1%)

• Aged wives—$158.2 million (41%)

• Aged husbands—$4.0 million (1%)

• Total—$386.4 million (100%)

Children:

• Minor—$3,483.8 million (91%)

• Disabled—$210.6 million (5%)

• Student—$145.6 million (4%)

• Total—$3,840.0 million (100%)

3. Non-Current-Payment Benefits

Table III.D18 shows the annual projection of non-currentpayment benefits to disabled workers and auxiliaries. The

largest component of non-current payments to disabled

workers consists of benefits payable for periods of retroactive entitlement1. Retroactive payments are projected annually as: (number of awards to disabled workers) x (average

award amount) x (average number of months of retroactive

entitlement) x (cost-of-living adjustment factor2) x (factor to

allow for all other components of non-current-payment benefits3). The average number of months of retroactivity has

decreased gradually from 10.9 in 1996 to 9.7 in 2000. It is

projected to return to a more moderate historical level of 9.0

months.

1 A person may be entitled to monthly benefits retroactively, in certain disability cases, for months before the month in which a disability application

is filed—up to 12 months of retroactive payments are allowed in these

cases. Retroactive benefits may also be payable due to delays in processing a disability claim.

2 This factor accounts for retroactive benefits that may be payable at a rate

less than the amount payable at the time of award, due to intervening benefit increases. For example, a disabled worker entitled to 15 months of retroactive benefits may be entitled to 10 monthly payments of $515, plus 5

monthly payments of only $500 that were payable before a 3 percent benefit increase.

3 This factor is used to equate historical non-current-payment benefits to the

product of the first 4 components—it has been something other than 1.0

because retroactive payments in the short-range model account for more

than just “pure retroactivity”. Non-current payments may also include

recovery of disability overpayments or other unpredictable quantities.

Nevertheless, this factor is assumed to be 1.0 throughout the projection

period.
Benefit Payments

156

The model assumes non-current payments to auxiliaries are

proportional to retroactive payments to disabled workers.

Assumed ratios based on historical trends are used to project

such benefits.

Projected quarterly non-current payments are derived from

annual totals by applying an interpolation formula. Tables

III.D19-III.D22 summarize quarterly current-, non-current,

and total benefits for the various disability categories.
DI Dollars

157

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D1.—DI Average Monthly Benefit to Male Disabled Workers In Force, Awarded, Terminated,

and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975........... 8.0 1,560.2 $221.13 408.5 $263.81 246.9 1.0168 $242.82 1,721.8 $244.13 1.0008 $244.32

1976........... 6.4 1,721.8 244.13 381.9 292.91 267.4 1.0186 264.58 1,836.3 266.01 1.0008 266.22

1977........... 5.9 1,836.3 266.01 395.0 320.37 291.4 1.0200 287.33 1,939.9 288.72 1.0008 288.95

1978........... 6.5 1,939.9 288.72 341.4 355.98 315.9 .9421 289.70 1,965.4 314.65 1.0010 314.95

1979........... 9.9 1,965.4 314.65 304.6 399.40 321.8 .9541 329.92 1,948.3 352.37 1.0007 352.62

1980........... 14.3 1,948.3 352.37 291.2 440.75 304.5 .9500 382.64 1,934.9 406.55 1.0006 406.79

1981........... 11.2 1,934.9 406.55 264.7 475.27 320.1 .9359 423.10 1,879.5 453.91 1.0007 454.23

1982........... 7.4 1,879.5 453.91 233.6 492.88 353.2 .9571 466.61 1,759.9 485.56 1.0000 485.55

1983........... 3.5 1,759.9 485.56 296.5 497.07 311.1 .7418 372.77 1,745.3 502.05 1.0012 502.66

1984........... 3.5 1,745.3 502.05 280.3 511.51 262.7 .8691 451.62 1,762.8 518.28 1.0014 519.01

1985........... 3.1 1,762.8 518.28 281.1 530.28 241.5 .9015 481.70 1,802.4 533.29 1.0014 534.06

1986........... 1.3 1,802.4 533.29 284.4 535.14 240.9 .9961 538.10 1,845.8 538.26 1.0017 539.16

1987........... 4.2 1,845.8 538.26 279.0 570.48 247.5 .9989 560.28 1,877.3 561.18 1.0023 562.49

1988........... 4.0 1,877.3 561.18 273.2 605.51 249.7 1.0029 585.33 1,900.9 585.33 1.0028 586.97

1989........... 4.7 1,900.9 585.33 278.8 637.09 244.2 .9971 611.09 1,935.5 615.38 1.0028 617.09

1990........... 5.4 1,935.5 615.38 303.6 672.43 241.2 1.0061 652.56 1,997.9 650.89 1.0024 652.42

1991........... 3.7 1,997.9 650.89 343.4 691.46 242.0 1.0089 680.99 2,099.3 676.14 1.0021 677.54

1992........... 3.0 2,099.3 676.14 402.7 697.79 249.9 1.0034 698.82 2,252.1 695.36 1.0022 696.88

1993........... 2.6 2,252.1 695.36 394.4 718.81 255.2 1.0105 720.90 2,391.3 712.95 1.0026 714.80

1994........... 2.8 2,391.3 712.95 381.4 753.07 260.4 1.0085 739.11 2,512.3 735.34 1.0031 737.63

1995........... 2.6 2,512.3 735.34 378.5 787.79 273.7 1.0019 755.87 2,617.1 758.87 1.0037 761.64

1996........... 2.9 2,617.1 758.87 355.5 812.64 268.4 1.0078 786.97 2,704.2 784.20 1.0045 787.73

1997........... 2.1 2,704.2 784.20 326.8 838.22 305.4 .9882 791.25 2,725.6 806.09 1.0040 809.31

1998........... 1.3 2,725.6 806.09 333.0 853.33 257.1 1.0192 832.21 2,801.6 819.49 1.0040 822.76

1999........... 1 2.5 2,801.6 819.49 337.5 892.31 271.6 1.0281 862.74 2,867.5 842.87 1.0043 846.48

2000........... 3.5 2,867.5 842.87 338.8 950.37 282.6 1.0475 913.77 2,923.7 878.22 1.0051 882.66

2001-I........ ... 2,923.7 878.22 88.3 968.28 69.6 1.1000 966.04 2,942.3 878.84 1.0045 882.83

2001-II....... ... 2,942.3 878.84 88.3 974.38 68.3 1.0200 896.42 2,962.3 881.29 1.0045 885.28

2001-III ..... ... 2,962.3 881.29 88.3 980.49 68.3 1.0200 898.91 2,982.4 883.82 1.0045 887.82

2001-IV ..... 2.8 2,982.4 883.82 82.7 1,014.22 66.9 .9200 835.90 2,998.2 913.12 1.0045 917.26

2002-I........ ... 2,998.2 913.12 91.9 1,019.16 70.9 1.1000 1,004.43 3,019.2 914.21 1.0045 918.35

2002-II....... ... 3,019.2 914.21 91.9 1,024.10 69.5 1.0200 932.49 3,041.6 917.11 1.0045 921.26

2002-III ..... ... 3,041.6 917.11 91.9 1,029.04 69.5 1.0200 935.45 3,064.0 920.05 1.0045 924.22

2002-IV ..... 2.9 3,064.0 920.05 86.1 1,063.97 68.1 .9200 871.01 3,082.0 951.70 1.0045 956.01

2003-I........ ... 3,082.0 951.70 95.3 1,069.95 67.6 1.1000 1,046.87 3,109.7 953.26 1.0045 957.57

2003-II....... ... 3,109.7 953.26 95.3 1,075.94 66.3 1.0200 972.32 3,138.7 956.58 1.0045 960.91

2003-III ..... ... 3,138.7 956.58 95.3 1,081.92 66.3 1.0200 975.71 3,167.7 959.95 1.0045 964.30

2003-IV ..... 3.0 3,167.7 959.95 89.3 1,120.54 65.0 .9200 909.66 3,192.0 994.06 1.0045 998.57

2004-I........ ... 3,192.0 994.06 98.4 1,126.80 70.0 1.1000 1,093.47 3,220.4 995.96 1.0045 1,000.47

2004-II....... ... 3,220.4 995.96 98.4 1,133.05 68.7 1.0200 1,015.88 3,250.2 999.69 1.0045 1,004.22

2004-III ..... ... 3,250.2 999.69 98.4 1,139.30 68.7 1.0200 1,019.68 3,280.0 1,003.46 1.0045 1,008.00

2004-IV ..... 3.1 3,280.0 1,003.46 92.2 1,181.06 67.3 .9200 951.82 3,304.9 1,040.36 1.0045 1,045.07

2005-I........ ... 3,304.9 1,040.36 102.0 1,186.80 72.7 1.1000 1,144.39 3,334.2 1,042.57 1.0045 1,047.29

2005-II....... ... 3,334.2 1,042.57 102.0 1,192.54 71.3 1.0200 1,063.42 3,365.0 1,046.68 1.0045 1,051.42

2005-III ..... ... 3,365.0 1,046.68 102.0 1,198.28 71.3 1.0200 1,067.61 3,395.8 1,050.79 1.0045 1,055.55

2005-IV ..... 3.2 3,395.8 1,050.79 95.6 1,242.55 69.9 .9200 997.68 3,421.5 1,090.63 1.0045 1,095.57

2006-I........ ... 3,421.5 1,090.63 105.1 1,247.13 75.7 1.1000 1,199.69 3,450.9 1,093.00 1.0045 1,097.95

2006-II....... ... 3,450.9 1,093.00 105.1 1,251.71 74.3 1.0200 1,114.86 3,481.8 1,097.33 1.0045 1,102.30

2006-III ..... ... 3,481.8 1,097.33 105.1 1,256.30 74.3 1.0200 1,119.28 3,512.7 1,101.62 1.0045 1,106.61

2006-IV ..... 3.3 3,512.7 1,101.62 98.5 1,302.49 72.8 .9200 1,046.96 3,538.4 1,144.45 1.0045 1,149.63

2007-I........ ... 3,538.4 1,144.45 108.2 1,306.59 79.3 1.1000 1,258.89 3,567.4 1,146.83 1.0045 1,152.02

2007-II....... ... 3,567.4 1,146.83 108.2 1,310.70 77.7 1.0200 1,169.76 3,598.0 1,151.26 1.0045 1,156.48

2007-III ..... ... 3,598.0 1,151.26 108.2 1,314.80 77.7 1.0200 1,174.29 3,628.5 1,155.65 1.0045 1,160.88

2007-IV ..... 3.3 3,628.5 1,155.65 101.4 1,362.43 76.1 .9200 1,098.30 3,653.8 1,200.47 1.0045 1,205.91

2008-I........ ... 3,653.8 1,200.47 111.4 1,366.55 83.7 1.1000 1,320.52 3,681.5 1,202.77 1.0045 1,208.22

2008-II....... ... 3,681.5 1,202.77 111.4 1,370.66 82.0 1.0200 1,226.83 3,710.9 1,207.28 1.0045 1,212.75

2008-III ..... ... 3,710.9 1,207.28 111.4 1,374.78 82.0 1.0200 1,231.42 3,740.3 1,211.74 1.0045 1,217.23

2008-IV ..... 3.3 3,740.3 1,211.74 104.4 1,424.40 80.4 .9200 1,151.61 3,764.3 1,258.67 1.0045 1,264.37

2009-I........ ... 3,764.3 1,258.67 114.7 1,428.62 94.9 1.1000 1,384.54 3,784.1 1,260.67 1.0045 1,266.38

2009-II....... ... 3,784.1 1,260.67 114.7 1,432.85 93.0 1.0200 1,285.88 3,805.8 1,265.24 1.0045 1,270.97

2009-III ..... ... 3,805.8 1,265.24 114.7 1,437.07 93.0 1.0200 1,290.54 3,827.5 1,269.77 1.0045 1,275.52

2009-IV ..... 3.3 3,827.5 1,269.77 107.5 1,488.86 91.2 .9200 1,206.76 3,843.8 1,319.14 1.0045 1,325.11

2010-I........ ... 3,843.8 1,319.14 118.4 1,493.55 94.8 1.1000 1,451.05 3,867.3 1,321.24 1.0045 1,327.22

2010-II....... ... 3,867.3 1,321.24 118.4 1,498.24 93.0 1.0200 1,347.66 3,892.7 1,325.99 1.0045 1,332.00

2010-III ..... ... 3,892.7 1,325.99 118.4 1,502.93 93.0 1.0200 1,352.51 3,918.1 1,330.71 1.0045 1,336.73

2010-IV ..... 3.3 3,918.1 1,330.71 110.9 1,557.37 91.1 .9200 1,264.67 3,937.9 1,382.33 1.0045 1,388.59

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

158

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D2.—DI Average Monthly Benefit to Female Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975 ........... 8.0 691.1 $170.40 183.5 $190.89 92.9 1.0143 $186.66 781.7 $185.33 1.0001 $185.34

1976 ........... 6.4 781.7 185.33 169.6 210.10 101.2 1.1056 218.02 850.1 199.67 1.0007 199.81

1977 ........... 5.9 850.1 199.67 173.9 228.48 113.6 .9156 193.61 910.4 214.57 1.0002 214.62

1978 ........... 6.5 910.4 214.57 149.4 252.01 127.5 .9139 208.85 932.4 231.97 1.0004 232.06

1979 ........... 9.9 932.4 231.97 135.9 281.23 133.9 .9266 236.22 934.4 258.25 1.0002 258.31

1980 ........... 14.3 934.4 258.25 129.1 304.32 130.1 .9196 271.46 933.4 296.04 1.0001 296.08

1981 ........... 11.2 933.4 296.04 116.4 324.15 140.1 .9304 306.29 909.6 328.35 1.0000 328.35

1982 ........... 7.4 909.6 328.35 102.5 331.72 148.9 .9315 328.48 863.2 349.45 .9992 349.16

1983 ........... 3.5 863.2 349.45 132.0 332.75 151.8 .7247 262.12 843.4 360.17 1.0001 360.22

1984 ........... 3.5 843.4 360.17 129.7 343.74 118.9 .8158 304.12 854.3 371.05 1.0003 371.17

1985 ........... 3.1 854.3 371.05 135.0 355.76 111.3 .8439 322.82 877.9 380.98 1.0003 381.10

1986 ........... 1.3 877.9 380.98 140.5 363.22 110.4 .9539 368.16 908.0 383.73 1.0005 383.91

1987 ........... 4.2 908.0 383.73 141.3 384.81 113.4 .9473 378.78 935.9 399.29 1.0010 399.67

1988 ........... 4.0 935.9 399.29 142.1 408.40 115.4 .9490 394.09 962.5 415.90 1.0011 416.36

1989 ........... 4.7 962.5 415.90 151.9 434.09 113.5 .9270 403.65 1,001.0 437.93 1.0006 438.20

1990 ........... 5.4 1,001.0 437.93 168.5 462.79 112.9 .9340 431.11 1,056.5 464.41 .9999 464.36

1991 ........... 3.7 1,056.5 464.41 197.4 481.38 113.4 .9257 445.83 1,140.5 484.46 .9995 484.24

1992 ........... 3.0 1,140.5 484.46 239.4 489.04 117.9 .9173 457.72 1,261.9 500.25 .9998 500.13

1993 ........... 2.6 1,261.9 500.25 243.0 507.79 121.4 .9180 471.16 1,383.5 515.61 1.0002 515.70

1994 ........... 2.8 1,383.5 515.61 250.4 533.86 127.1 .9117 483.24 1,506.8 534.65 1.0003 534.79

1995 ........... 2.6 1,506.8 534.65 267.1 560.60 137.6 .9039 495.86 1,636.3 554.89 1.0000 554.89

1996 ........... 2.9 1,636.3 554.89 268.8 584.49 142.1 .9183 524.34 1,763.0 576.68 1.0000 576.68

1997 ........... 2.1 1,763.0 576.68 260.9 603.63 158.2 .9232 543.58 1,865.7 594.69 .9997 594.52

1998 ........... 1.3 1,865.7 594.69 275.4 619.33 153.0 .9249 557.15 1,988.0 608.19 .9995 607.91

1999 ........... 1 2.5 1,988.0 608.19 283.0 652.42 164.8 .9328 580.94 2,106.3 629.76 .9998 629.63

2000 ........... 3.5 2,106.3 629.76 282.5 697.62 176.1 .9507 619.65 2,212.7 660.25 1.0005 660.61

2001-I......... ... 2,212.7 660.25 73.4 713.06 44.7 .9600 633.84 2,241.3 662.51 1.0000 662.53

2001-II ....... ... 2,241.3 662.51 73.4 717.54 43.9 .9500 629.38 2,270.9 664.93 1.0000 664.95

2001-III...... ... 2,270.9 664.93 73.4 722.02 43.9 .9500 631.68 2,300.4 667.38 1.0000 667.41

2001-IV...... 2.8 2,300.4 667.38 68.8 746.84 43.0 .8500 583.17 2,326.2 689.78 1.0000 689.81

2002-I......... ... 2,326.2 689.78 76.5 750.86 46.9 .9600 662.19 2,355.8 692.31 1.0000 692.34

2002-II ....... ... 2,355.8 692.31 76.5 754.88 46.0 .9500 657.70 2,386.3 694.99 1.0000 695.01

2002-III...... ... 2,386.3 694.99 76.5 758.89 46.0 .9500 660.24 2,416.8 697.67 1.0000 697.70

2002-IV...... 2.9 2,416.8 697.67 71.6 785.04 45.0 .8500 610.23 2,443.4 721.87 1.0000 721.90

2003-I......... ... 2,443.4 721.87 78.7 789.55 45.3 .9600 693.00 2,476.8 724.55 1.0000 724.58

2003-II ....... ... 2,476.8 724.55 78.7 794.07 44.4 .9500 688.32 2,511.1 727.37 1.0000 727.40

2003-III...... ... 2,511.1 727.37 78.7 798.59 44.4 .9500 691.00 2,545.4 730.21 1.0000 730.24

2003-IV...... 3.0 2,545.4 730.21 73.8 827.20 43.5 .8500 639.31 2,575.7 756.19 1.0000 756.22

2004-I......... ... 2,575.7 756.19 81.2 830.67 47.6 .9600 725.94 2,609.3 759.06 1.0000 759.09

2004-II ....... ... 2,609.3 759.06 81.2 834.14 46.6 .9500 721.11 2,643.9 762.04 1.0000 762.07

2004-III...... ... 2,643.9 762.04 81.2 837.61 46.6 .9500 723.94 2,678.5 764.99 1.0000 765.02

2004-IV...... 3.1 2,678.5 764.99 76.1 867.16 45.7 .8500 670.42 2,709.0 792.93 1.0000 792.96

2005-I......... ... 2,709.0 792.93 84.1 870.38 50.1 .9600 761.21 2,743.0 795.88 1.0000 795.91

2005-II ....... ... 2,743.0 795.88 84.1 873.59 49.1 .9500 756.09 2,778.0 798.93 1.0000 798.97

2005-III...... ... 2,778.0 798.93 84.1 876.81 49.1 .9500 758.99 2,812.9 801.96 1.0000 801.99

2005-IV...... 3.2 2,812.9 801.96 78.8 908.19 48.1 .8500 703.49 2,843.6 831.97 1.0000 832.00

2006-I......... ... 2,843.6 831.97 87.4 911.27 52.9 .9600 798.69 2,878.1 834.99 1.0000 835.03

2006-II ....... ... 2,878.1 834.99 87.4 914.36 51.9 .9500 793.24 2,913.7 838.12 1.0000 838.15

2006-III...... ... 2,913.7 838.12 87.4 917.45 51.9 .9500 796.21 2,949.2 841.20 1.0000 841.24

2006-IV...... 3.3 2,949.2 841.20 81.9 950.91 50.8 .8500 738.64 2,980.3 873.46 1.0000 873.49

2007-I......... ... 2,980.3 873.46 89.9 953.93 55.8 .9600 838.52 3,014.3 876.51 1.0000 876.54

2007-II ....... ... 3,014.3 876.51 89.9 956.96 54.7 .9500 832.68 3,049.5 879.67 1.0000 879.70

2007-III...... ... 3,049.5 879.67 89.9 959.98 54.7 .9500 835.68 3,084.7 882.79 1.0000 882.82

2007-IV...... 3.3 3,084.7 882.79 84.2 994.78 53.6 .8500 775.15 3,115.3 916.53 1.0000 916.57

2008-I......... ... 3,115.3 916.53 92.8 997.86 59.5 .9600 879.87 3,148.5 919.62 1.0000 919.66

2008-II ....... ... 3,148.5 919.62 92.8 1,000.94 58.3 .9500 873.64 3,183.0 922.84 1.0000 922.87

2008-III...... ... 3,183.0 922.84 92.8 1,004.02 58.3 .9500 876.69 3,217.4 926.01 1.0000 926.05

2008-IV...... 3.3 3,217.4 926.01 86.9 1,040.34 57.2 .8500 813.10 3,247.1 961.36 1.0000 961.40

2009-I......... ... 3,247.1 961.36 95.3 1,043.31 68.8 .9600 922.90 3,273.6 964.56 1.0000 964.59

2009-II ....... ... 3,273.6 964.56 95.3 1,046.29 67.5 .9500 916.33 3,301.5 967.90 1.0000 967.94

2009-III...... ... 3,301.5 967.90 95.3 1,049.26 67.5 .9500 919.51 3,329.3 971.21 1.0000 971.25

2009-IV...... 3.3 3,329.3 971.21 89.3 1,086.96 66.1 .8500 852.79 3,352.5 1,008.48 1.0000 1,008.52

2010-I......... ... 3,352.5 1,008.48 98.2 1,089.77 69.6 .9600 968.14 3,381.1 1,011.67 1.0000 1,011.71

2010-II ....... ... 3,381.1 1,011.67 98.2 1,092.58 68.2 .9500 961.09 3,411.0 1,015.01 1.0000 1,015.05

2010-III...... ... 3,411.0 1,015.01 98.2 1,095.39 68.2 .9500 964.26 3,441.0 1,018.31 1.0000 1,018.35

2010-IV...... 3.3 3,441.0 1,018.31 92.0 1,134.44 66.9 .8500 894.15 3,466.1 1,057.17 1.0000 1,057.21

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

159

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D3.—DI Average Monthly Benefit to Total Disabled Workers In Force, Awarded, Terminated,

and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975........... 8.0 2,251.3 $205.56 592.0 $241.21 339.8 1.0246 $227.47 2,503.6 $225.77 1.0005 $225.88

1976........... 6.4 2,503.6 225.77 551.5 267.45 368.6 1.0482 251.80 2,686.4 245.02 1.0006 245.16

1977........... 5.9 2,686.4 245.02 568.9 292.28 404.9 1.0061 261.05 2,850.4 265.04 1.0005 265.18

1978........... 6.5 2,850.4 265.04 490.8 324.33 443.4 .9440 266.46 2,897.8 288.05 1.0007 288.24

1979........... 9.9 2,897.8 288.05 440.5 362.95 455.7 .9552 302.39 2,882.6 321.86 1.0005 322.01

1980........... 14.3 2,882.6 321.86 420.3 398.85 434.6 .9496 349.36 2,868.3 370.59 1.0004 370.73

1981........... 11.2 2,868.3 370.59 381.0 429.12 460.1 .9404 387.54 2,789.1 412.96 1.0003 413.10

1982........... 7.4 2,789.1 412.96 336.1 443.74 502.1 .9597 425.64 2,623.1 440.77 .9995 440.55

1983........... 3.5 2,623.1 440.77 428.5 446.46 462.9 .7376 336.49 2,588.7 455.82 1.0007 456.13

1984........... 3.5 2,588.7 455.82 410.0 458.44 381.6 .8599 405.67 2,617.1 470.22 1.0009 470.62

1985........... 3.1 2,617.1 470.22 416.1 473.65 352.9 .8902 431.57 2,680.3 483.40 1.0009 483.82

1986........... 1.3 2,680.3 483.40 424.9 478.30 351.4 .9898 484.70 2,753.8 487.31 1.0010 487.82

1987........... 4.2 2,753.8 487.31 420.3 508.04 360.9 .9911 503.23 2,813.2 507.32 1.0017 508.17

1988........... 4.0 2,813.2 507.32 415.3 538.08 365.1 .9948 524.87 2,863.4 528.38 1.0020 529.46

1989........... 4.7 2,863.4 528.38 430.7 565.49 357.6 .9856 545.27 2,936.4 554.89 1.0019 555.94

1990........... 5.4 2,936.4 554.89 472.1 597.61 354.1 .9950 581.94 3,054.5 586.39 1.0013 587.18

1991........... 3.7 3,054.5 586.39 540.8 614.80 355.5 .9965 605.95 3,239.8 608.67 1.0010 609.29

1992........... 3.0 3,239.8 608.67 642.1 619.96 367.8 .9914 621.53 3,514.1 625.29 1.0012 626.02

1993........... 2.6 3,514.1 625.29 637.4 638.37 376.6 .9982 640.41 3,774.9 640.62 1.0015 641.61

1994........... 2.8 3,774.9 640.62 631.9 666.19 387.6 .9949 655.18 4,019.2 660.10 1.0018 661.32

1995........... 2.6 4,019.2 660.10 645.6 693.79 411.4 .9876 668.88 4,253.5 680.40 1.0019 681.70

1996........... 2.9 4,253.5 680.40 624.3 714.40 410.5 .9942 696.05 4,467.3 702.30 1.0022 703.87

1997........... 2.1 4,467.3 702.30 587.7 734.09 463.7 .9856 706.74 4,591.3 720.19 1.0018 721.48

1998........... 1.3 4,591.3 720.19 608.4 747.42 410.0 1.0001 729.59 4,789.6 731.79 1.0017 733.00

1999........... 1 2.5 4,789.6 731.79 620.6 782.90 436.4 1.0093 756.34 4,973.8 752.62 1.0019 754.04

2000........... 3.5 4,973.8 752.62 621.3 835.44 458.7 1.0281 800.84 5,136.4 784.32 1.0026 786.37

2001-I........ ... 5,136.4 784.32 161.7 852.44 114.4 1.0660 836.11 5,183.7 785.30 1.0021 786.93

2001-II....... ... 5,183.7 785.30 161.7 857.81 112.2 1.0085 791.97 5,233.2 787.40 1.0021 789.02

2001-III ..... ... 5,233.2 787.40 161.7 863.18 112.2 1.0089 794.39 5,282.8 789.57 1.0020 791.17

2001-IV ..... 2.8 5,282.8 789.57 151.5 892.86 109.9 .9080 737.04 5,324.4 815.55 1.0020 817.18

2002-I........ ... 5,324.4 815.55 168.4 897.34 117.8 1.0646 868.24 5,375.0 816.95 1.0020 818.60

2002-II....... ... 5,375.0 816.95 168.4 901.86 115.5 1.0076 823.13 5,427.9 819.46 1.0020 821.10

2002-III ..... ... 5,427.9 819.46 168.4 906.38 115.5 1.0079 825.93 5,480.8 821.99 1.0020 823.64

2002-IV ..... 2.9 5,480.8 821.99 157.8 937.32 113.2 .9071 767.23 5,525.4 850.07 1.0020 851.78

2003-I........ ... 5,525.4 850.07 174.0 943.09 112.9 1.0645 904.89 5,586.5 851.86 1.0020 853.57

2003-II....... ... 5,586.5 851.86 174.0 948.41 110.7 1.0076 858.37 5,649.8 854.71 1.0020 856.43

2003-III ..... ... 5,649.8 854.71 174.0 953.74 110.7 1.0079 861.48 5,713.1 857.59 1.0020 859.32

2003-IV ..... 3.0 5,713.1 857.59 163.1 987.83 108.5 .9070 801.19 5,767.7 887.84 1.0020 889.62

2004-I........ ... 5,767.7 887.84 179.7 992.89 117.6 1.0642 944.81 5,829.8 889.93 1.0020 891.72

2004-II....... ... 5,829.8 889.93 179.7 997.89 115.3 1.0076 896.66 5,894.1 893.09 1.0020 894.88

2004-III ..... ... 5,894.1 893.09 179.7 1,002.88 115.3 1.0078 900.07 5,958.5 896.26 1.0020 898.07

2004-IV ..... 3.1 5,958.5 896.26 168.4 1,039.12 113.0 .9069 838.00 6,013.9 928.90 1.0020 930.77

2005-I........ ... 6,013.9 928.90 186.1 1,043.87 122.8 1.0638 988.15 6,077.2 931.23 1.0020 933.10

2005-II....... ... 6,077.2 931.23 186.1 1,048.47 120.4 1.0074 938.10 6,143.0 934.64 1.0020 936.53

2005-III ..... ... 6,143.0 934.64 186.1 1,053.07 120.4 1.0076 941.76 6,208.7 938.06 1.0020 939.95

2005-IV ..... 3.2 6,208.7 938.06 174.4 1,091.52 118.0 .9067 877.73 6,265.1 973.23 1.0020 975.19

2006-I........ ... 6,265.1 973.23 192.6 1,094.66 128.7 1.0632 1,034.77 6,329.0 975.67 1.0020 977.64

2006-II....... ... 6,329.0 975.67 192.6 1,098.57 126.1 1.0071 982.59 6,395.5 979.24 1.0020 981.21

2006-III ..... ... 6,395.5 979.24 192.6 1,102.47 126.1 1.0073 986.40 6,461.9 982.77 1.0020 984.75

2006-IV ..... 3.3 6,461.9 982.77 180.4 1,142.88 123.6 .9064 920.15 6,518.7 1,020.56 1.0020 1,022.62

2007-I........ ... 6,518.7 1,020.56 198.2 1,146.59 135.1 1.0633 1,085.14 6,581.8 1,023.03 1.0020 1,025.09

2007-II....... ... 6,581.8 1,023.03 198.2 1,150.20 132.4 1.0073 1,030.45 6,647.5 1,026.67 1.0020 1,028.74

2007-III ..... ... 6,647.5 1,026.67 198.2 1,153.81 132.4 1.0075 1,034.35 6,713.2 1,030.27 1.0020 1,032.35

2007-IV ..... 3.3 6,713.2 1,030.27 185.7 1,195.62 129.8 .9065 964.75 6,769.1 1,069.80 1.0020 1,071.96

2008-I........ ... 6,769.1 1,069.80 204.1 1,199.02 143.2 1.0632 1,137.37 6,830.1 1,072.25 1.0020 1,074.42

2008-II....... ... 6,830.1 1,072.25 204.1 1,202.67 140.4 1.0073 1,080.03 6,893.9 1,075.95 1.0020 1,078.13

2008-III ..... ... 6,893.9 1,075.95 204.1 1,206.32 140.4 1.0075 1,083.99 6,957.7 1,079.61 1.0020 1,081.80

2008-IV ..... 3.3 6,957.7 1,079.61 191.3 1,249.88 137.5 .9065 1,010.91 7,011.4 1,120.98 1.0020 1,123.25

2009-I........ ... 7,011.4 1,120.98 210.0 1,253.72 163.7 1.0619 1,190.42 7,057.7 1,123.32 1.0020 1,125.59

2009-II....... ... 7,057.7 1,123.32 210.0 1,257.38 160.5 1.0064 1,130.49 7,107.3 1,127.12 1.0020 1,129.40

2009-III ..... ... 7,107.3 1,127.12 210.0 1,261.03 160.5 1.0066 1,134.53 7,156.8 1,130.88 1.0020 1,133.17

2009-IV ..... 3.3 7,156.8 1,130.88 196.8 1,306.42 157.3 .9056 1,057.91 7,196.3 1,174.41 1.0020 1,176.78

2010-I........ ... 7,196.3 1,174.41 216.5 1,310.49 164.5 1.0615 1,246.64 7,248.4 1,176.84 1.0020 1,179.21

2010-II....... ... 7,248.4 1,176.84 216.5 1,314.33 161.2 1.0061 1,184.03 7,303.7 1,180.76 1.0020 1,183.14

2010-III ..... ... 7,303.7 1,180.76 216.5 1,318.17 161.2 1.0063 1,188.17 7,359.0 1,184.64 1.0020 1,187.02

2010-IV ..... 3.3 7,359.0 1,184.64 202.9 1,365.62 158.0 .9053 1,107.83 7,403.9 1,230.11 1.0020 1,232.59

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

160

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D4.—DI Average Monthly Benefit to Young Wives of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975 ........... 8.0 368.2 $60.19 116.7 $66.43 80.8 1.0025 $65.17 404.0 $65.39 0.9962 $65.14

1976 ........... 6.4 404.0 65.39 110.7 73.71 93.9 .9943 69.18 420.8 70.75 .9993 70.70

1977 ........... 5.9 420.8 70.75 113.5 81.16 98.1 .9857 73.85 436.2 76.79 1.0003 76.81

1978 ........... 6.5 436.2 76.79 93.3 89.61 96.5 .9953 81.40 433.0 83.55 1.0036 83.85

1979 ........... 9.9 433.0 83.55 79.6 101.62 97.0 1.0059 92.36 415.6 93.55 1.0035 93.88

1980 ........... 14.3 415.6 93.55 74.9 106.09 89.7 .9756 104.31 400.8 107.36 1.0037 107.76

1981 ........... 11.2 400.8 107.36 64.3 100.45 95.8 .9544 113.94 369.2 117.61 1.0067 118.40

1982 ........... 7.4 369.2 117.61 45.5 97.31 104.3 .9543 120.54 310.4 124.09 1.0075 125.02

1983 ........... 3.5 310.4 124.09 43.7 99.60 105.8 1.0503 134.90 248.3 120.60 1.0157 122.49

1984 ........... 3.5 248.3 120.60 46.4 99.50 52.2 .9641 120.34 242.5 120.94 1.0173 123.03

1985 ........... 3.1 242.5 120.94 48.5 100.03 46.7 .9489 118.31 244.4 121.01 1.0207 123.51

1986 ........... 1.3 244.4 121.01 47.7 99.33 52.0 .9928 121.71 240.1 118.15 1.0223 120.79

1987 ........... 4.2 240.1 118.15 43.3 102.76 51.5 1.0072 124.00 231.9 119.37 1.0271 122.60

1988 ........... 4.0 231.9 119.37 42.6 104.89 49.9 .9668 120.02 224.6 120.97 1.0304 124.65

1989 ........... 4.7 224.6 120.97 40.2 109.75 45.3 .9331 118.18 219.6 124.79 1.0360 129.28

1990 ........... 5.4 219.6 124.79 41.8 114.28 43.2 .9402 123.67 218.3 129.06 1.0376 133.91

1991 ........... 3.7 218.3 129.06 45.5 117.00 42.7 .9298 124.44 221.1 131.15 1.0401 136.41

1992 ........... 3.0 221.1 131.15 49.8 116.25 42.6 .9352 126.33 228.3 131.63 1.0430 137.29

1993 ........... 2.6 228.3 131.63 46.3 118.37 42.6 .9874 133.35 231.9 131.70 1.0452 137.65

1994 ........... 2.8 231.9 131.70 42.7 121.77 41.9 .9743 131.91 232.8 133.56 1.0501 140.25

1995 ........... 2.6 232.8 133.56 37.9 128.21 42.2 .9803 134.33 228.4 136.12 1.0516 143.15

1996 ........... 2.9 228.4 136.12 33.0 132.92 40.9 .9478 132.76 220.5 140.75 1.0420 146.66

1997 ........... 2.1 220.5 140.75 25.5 136.96 40.6 .9591 137.83 205.4 144.21 1.0441 150.57

1998 ........... 1.3 205.4 144.21 23.0 142.38 35.7 .9774 142.78 192.7 146.37 1.0517 153.94

1999 ........... 1 2.5 192.7 146.37 21.8 148.00 34.4 1.0016 150.12 180.1 149.72 1.0633 159.20

2000 ........... 3.5 180.1 149.72 19.7 160.09 31.9 1.0006 155.05 167.8 155.68 1.0701 166.60

2001-I......... ... 167.8 155.68 5.1 162.22 7.4 1.1000 171.25 165.6 155.19 1.0609 164.63

2001-II ....... ... 165.6 155.19 5.1 162.87 7.3 .9800 152.08 163.4 155.57 1.0609 165.03

2001-III...... ... 163.4 155.57 5.1 163.51 7.2 .9000 140.01 161.3 156.51 1.0609 166.04

2001-IV...... 2.8 161.3 156.51 4.8 168.75 7.1 .9700 156.09 159.0 161.37 1.0609 171.19

2002-I......... ... 159.0 161.37 5.3 169.57 7.0 1.1000 177.50 157.3 160.92 1.0609 170.72

2002-II ....... ... 157.3 160.92 5.3 170.39 7.0 .9800 157.71 155.7 161.39 1.0609 171.21

2002-III...... ... 155.7 161.39 5.3 171.21 6.9 .9000 145.25 154.1 162.45 1.0609 172.34

2002-IV...... 2.9 154.1 162.45 5.0 177.02 6.8 .9700 162.17 152.3 167.73 1.0609 177.94

2003-I......... ... 152.3 167.73 5.5 178.02 6.7 1.1000 184.50 151.1 167.36 1.0609 177.54

2003-II ....... ... 151.1 167.36 5.5 179.01 6.7 .9800 164.01 149.9 167.94 1.0609 178.16

2003-III...... ... 149.9 167.94 5.5 180.01 6.6 .9000 151.15 148.8 169.14 1.0609 179.43

2003-IV...... 3.0 148.8 169.14 5.2 186.44 6.6 .9700 169.00 147.4 174.89 1.0609 185.53

2004-I......... ... 147.4 174.89 5.7 187.48 6.5 1.1000 192.38 146.5 174.60 1.0609 185.22

2004-II ....... ... 146.5 174.60 5.7 188.52 6.5 .9800 171.11 145.7 175.30 1.0609 185.97

2004-III...... ... 145.7 175.30 5.7 189.56 6.5 .9000 157.77 145.0 176.64 1.0609 187.39

2004-IV...... 3.1 145.0 176.64 5.3 196.51 6.4 .9700 176.67 143.9 182.91 1.0609 194.04

2005-I......... ... 143.9 182.91 5.9 197.46 6.4 1.1000 201.21 143.4 182.70 1.0609 193.81

2005-II ....... ... 143.4 182.70 5.9 198.42 6.4 .9800 179.04 142.9 183.51 1.0609 194.67

2005-III...... ... 142.9 183.51 5.9 199.37 6.3 .9000 165.16 142.5 184.98 1.0609 196.24

2005-IV...... 3.2 142.5 184.98 5.5 206.74 6.3 .9700 185.19 141.7 191.79 1.0609 203.46

2006-I......... ... 141.7 191.79 6.1 207.50 6.3 1.1000 210.97 141.5 191.62 1.0609 203.28

2006-II ....... ... 141.5 191.62 6.1 208.26 6.3 .9800 187.79 141.3 192.51 1.0609 204.22

2006-III...... ... 141.3 192.51 6.1 209.02 6.3 .9000 173.26 141.2 194.08 1.0609 205.89

2006-IV...... 3.3 141.2 194.08 5.7 216.71 6.3 .9700 194.49 140.6 201.43 1.0609 213.69

2007-I......... ... 140.6 201.43 6.3 217.39 6.3 1.1000 221.58 140.7 201.25 1.0609 213.49

2007-II ....... ... 140.7 201.25 6.3 218.07 6.3 .9800 197.22 140.7 202.18 1.0609 214.48

2007-III...... ... 140.7 202.18 6.3 218.76 6.3 .9000 181.96 140.7 203.82 1.0609 216.22

2007-IV...... 3.3 140.7 203.82 5.9 226.68 6.2 .9700 204.25 140.4 211.52 1.0609 224.39

2008-I......... ... 140.4 211.52 6.5 227.37 6.2 1.1000 232.67 140.6 211.31 1.0609 224.17

2008-II ....... ... 140.6 211.31 6.5 228.05 6.3 .9800 207.09 140.8 212.27 1.0609 225.19

2008-III...... ... 140.8 212.27 6.5 228.74 6.3 .9000 191.04 141.0 213.97 1.0609 226.99

2008-IV...... 3.3 141.0 213.97 6.1 236.99 6.3 .9700 214.42 140.8 222.03 1.0609 235.54

2009-I......... ... 140.8 222.03 6.7 237.69 6.3 1.1000 244.23 141.2 221.78 1.0609 235.28

2009-II ....... ... 141.2 221.78 6.7 238.40 6.3 .9800 217.35 141.6 222.76 1.0609 236.32

2009-III...... ... 141.6 222.76 6.7 239.10 6.3 .9000 200.49 141.9 224.52 1.0609 238.18

2009-IV...... 3.3 141.9 224.52 6.2 247.72 6.3 .9700 224.99 141.9 232.95 1.0609 247.13

2010-I......... ... 141.9 232.95 6.9 248.50 6.3 1.1000 256.25 142.4 232.67 1.0609 246.83

2010-II ....... ... 142.4 232.67 6.9 249.28 6.3 .9800 228.01 142.9 233.67 1.0609 247.89

2010-III...... ... 142.9 233.67 6.9 250.06 6.4 .9000 210.30 143.4 235.49 1.0609 249.82

2010-IV...... 3.3 143.4 235.49 6.4 259.12 6.4 .9700 235.99 143.5 244.32 1.0609 259.18

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
161

DI Dollars

Sources: 

• Number in force, awarded, and terminated shown earlier.

• Annual average amount of awarded benefits shown earlier. Future quarterly average amount of awarded benefits derived from annual average amount by linear interpolation.

(Amounts shown are at end-of-period rates.)

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

period has been adjusted to the end-of-period rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of period times average amount in force, plus number of awards times average amount

awarded at beginning-of-period rate, minus number in force at end of period times average amount in force at beginning-of-period rates, by (b) number of terminations. Future

average terminated benefit computed by applying applicable ratio to average benefit in force at beginning of period.

• Historical average amount in force from 1-A Table In Force Supplement. Future average amount in force at end of period computed by dividing (a) number in force at beginning of

period times average amount in force at end-of-period rate, plus number of awards times average amount awarded at end-of-period rate, minus number of terminations times average terminated benefit at end-of-period rate, by (b) number in force at end of period.

• Historical ratio of average amount in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average amount in current-payment status from 1-A Table Current-Payment Supplement; future amounts computed by applying applicable ratio to average benefit in

force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D5.—DI Average Monthly Benefit to Young Husbands 1 of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1983-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1983........... 3.5 (2) $5.35 2.4 $66.58 0.3 -1.0588 -$5.86 2.1 $75.19 1.0154 $76.35

1984........... 3.5 2.1 75.19 2.6 68.71 .9 1.1383 88.59 3.8 69.21 1.0876 75.27

1985........... 3.1 3.8 69.21 1.7 67.93 .7 1.2145 86.66 4.8 67.85 1.1262 76.41

1986........... 1.3 4.8 67.85 1.7 69.95 .9 1.2680 87.15 5.6 66.15 1.1475 75.91

1987........... 4.2 5.6 66.15 1.8 67.59 1.2 1.0307 71.05 6.2 68.39 1.1575 79.16

1988........... 4.0 6.2 68.39 1.7 67.10 1.3 .9748 69.33 6.5 70.07 1.1583 81.16

1989........... 4.7 6.5 70.07 1.3 70.12 1.2 .9034 66.28 6.6 73.64 1.1635 85.68

1990........... 5.4 6.6 73.64 1.5 71.78 1.2 .8208 63.71 6.9 78.32 1.1668 91.38

1991........... 3.7 6.9 78.32 1.8 79.93 1.3 .8620 70.01 7.4 82.00 1.1657 95.59

1992........... 3.0 7.4 82.00 2.0 80.52 1.3 .8594 72.58 8.1 84.63 1.1723 99.21

1993........... 2.6 8.1 84.63 1.9 80.18 1.5 .9417 81.76 8.5 85.97 1.1748 101.00

1994........... 2.8 8.5 85.97 1.7 87.79 1.6 .9990 88.29 8.7 88.32 1.1848 104.64

1995........... 2.6 8.7 88.32 1.5 93.36 1.6 1.0362 93.89 8.7 90.54 1.1773 106.59

1996........... 2.9 8.7 90.54 1.3 104.41 1.5 .9587 89.31 8.5 95.93 1.1229 107.72

1997........... 2.1 8.5 95.93 1.0 101.47 1.4 1.0032 98.26 8.0 98.43 1.1155 109.80

1998........... 1.3 8.0 98.43 .9 110.47 1.4 .9779 97.50 7.5 101.54 1.1356 115.31

1999........... 3 2.5 7.5 101.54 .8 114.83 1.4 .9796 101.85 6.9 105.79 1.1386 120.45

2000........... 3.5 6.9 105.79 .8 125.50 1.2 1.0166 111.32 6.5 111.25 1.1407 126.90

2001-I........ ... 6.5 111.25 .2 126.10 .3 1.0000 111.25 6.4 111.73 1.1310 126.37

2001-II....... ... 6.4 111.73 .2 126.96 .3 .9800 109.49 6.3 112.33 1.1310 127.04

2001-III ..... ... 6.3 112.33 .2 127.82 .3 .9200 103.34 6.2 113.25 1.1310 128.09

2001-IV ..... 2.8 6.2 113.25 .2 132.28 .3 1.0000 116.44 6.1 116.92 1.1310 132.24

2002-I........ ... 6.1 116.92 .2 132.99 .3 1.0000 116.92 6.1 117.50 1.1310 132.90

2002-II....... ... 6.1 117.50 .2 133.70 .3 .9800 115.15 6.0 118.21 1.1310 133.70

2002-III ..... ... 6.0 118.21 .2 134.41 .3 .9200 108.75 6.0 119.25 1.1310 134.87

2002-IV ..... 2.9 6.0 119.25 .2 139.04 .3 1.0000 122.72 5.9 123.28 1.1310 139.43

2003-I........ ... 5.9 123.28 .2 139.84 .3 1.0000 123.28 5.8 123.92 1.1310 140.16

2003-II....... ... 5.8 123.92 .2 140.64 .3 .9800 121.44 5.8 124.69 1.1310 141.03

2003-III ..... ... 5.8 124.69 .2 141.44 .3 .9200 114.72 5.8 125.82 1.1310 142.30

2003-IV ..... 3.0 5.8 125.82 .2 146.51 .3 1.0000 129.61 5.7 130.24 1.1310 147.31

2004-I........ ... 5.7 130.24 .2 147.13 .3 1.0000 130.24 5.7 130.94 1.1310 148.10

2004-II....... ... 5.7 130.94 .2 147.74 .3 .9800 128.32 5.7 131.78 1.1310 149.05

2004-III ..... ... 5.7 131.78 .2 148.36 .3 .9200 121.24 5.6 132.96 1.1310 150.39

2004-IV ..... 3.1 5.6 132.96 .2 153.59 .3 1.0000 137.10 5.6 137.75 1.1310 155.80

2005-I........ ... 5.6 137.75 .2 154.16 .3 1.0000 137.75 5.6 138.45 1.1310 156.59

2005-II....... ... 5.6 138.45 .2 154.73 .3 .9800 135.68 5.6 139.29 1.1310 157.54

2005-III ..... ... 5.6 139.29 .2 155.30 .3 .9200 128.14 5.6 140.50 1.1310 158.91

2005-IV ..... 3.2 5.6 140.50 .2 160.86 .3 1.0000 145.02 5.5 145.67 1.1310 164.76

2006-I........ ... 5.5 145.67 .3 161.40 .3 1.0000 145.67 5.5 146.39 1.1310 165.57

2006-II....... ... 5.5 146.39 .3 161.95 .3 .9800 143.46 5.5 147.24 1.1310 166.53

2006-III ..... ... 5.5 147.24 .3 162.50 .3 .9200 135.46 5.5 148.48 1.1310 167.93

2006-IV ..... 3.3 5.5 148.48 .2 168.42 .3 1.0000 153.40 5.5 154.07 1.1310 174.26

2007-I........ ... 5.5 154.07 .3 168.96 .3 1.0000 154.07 5.5 154.74 1.1310 175.02

2007-II....... ... 5.5 154.74 .3 169.49 .3 .9800 151.65 5.5 155.61 1.1310 176.00

2007-III ..... ... 5.5 155.61 .3 170.03 .3 .9200 143.16 5.5 156.83 1.1310 177.38

2007-IV ..... 3.3 5.5 156.83 .2 176.19 .3 1.0000 162.03 5.5 162.68 1.1310 184.00

2008-I........ ... 5.5 162.68 .3 176.74 .3 1.0000 162.68 5.5 163.36 1.1310 184.77

2008-II....... ... 5.5 163.36 .3 177.29 .3 .9800 160.10 5.5 164.22 1.1310 185.73

2008-III ..... ... 5.5 164.22 .3 177.83 .3 .9200 151.08 5.6 165.45 1.1310 187.13

2008-IV ..... 3.3 5.6 165.45 .3 184.26 .3 1.0000 170.93 5.6 171.53 1.1310 194.00

2009-I........ ... 5.6 171.53 .3 184.79 .3 1.0000 171.53 5.6 172.22 1.1310 194.78

2009-II....... ... 5.6 172.22 .3 185.32 .3 .9800 168.77 5.6 173.02 1.1310 195.69

2009-III ..... ... 5.6 173.02 .3 185.84 .3 .9200 159.18 5.6 174.29 1.1310 197.13

2009-IV ..... 3.3 5.6 174.29 .3 192.52 .3 1.0000 180.06 5.6 180.63 1.1310 204.30

2010-I........ ... 5.6 180.63 .3 193.02 .3 1.0000 180.63 5.6 181.26 1.1310 205.01

2010-II....... ... 5.6 181.26 .3 193.52 .3 .9800 177.63 5.7 182.04 1.1310 205.89

2010-III ..... ... 5.7 182.04 .3 194.01 .3 .9200 167.48 5.7 183.27 1.1310 207.29

2010-IV ..... 3.3 5.7 183.27 .3 200.93 .3 1.0000 189.34 5.7 189.88 1.1310 214.76

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50. 3 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

162

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D6.—DI Average Monthly Benefit to Aged Wives of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975 ........... 8.0 59.3 $74.33 31.9 $82.39 26.7 1.0032 $80.54 64.5 $81.21 1.0004 $81.24

1976 ........... 6.4 64.5 81.21 36.6 85.10 31.1 .9867 85.25 69.9 86.25 1.0012 86.35

1977 ........... 5.9 69.9 86.25 36.9 92.69 32.0 1.0026 91.57 74.9 91.91 1.0011 92.01

1978 ........... 6.5 74.9 91.91 35.3 101.29 33.3 1.0296 100.78 77.0 98.20 1.0039 98.58

1979 ........... 9.9 77.0 98.20 32.7 114.39 33.8 1.0341 111.60 75.9 109.01 1.0020 109.23

1980 ........... 14.3 75.9 109.01 32.6 131.23 32.5 1.0512 130.98 76.0 124.69 1.0018 124.92

1981 ........... 11.2 76.0 124.69 30.4 141.84 31.2 1.0578 146.68 75.2 137.03 1.0030 137.44

1982 ........... 7.4 75.2 137.03 31.5 153.31 31.7 1.0629 156.42 75.0 146.17 1.0023 146.51

1983 ........... 3.5 75.0 146.17 33.1 160.03 32.2 1.0694 161.78 75.9 150.66 1.0084 151.92

1984 ........... 3.5 75.9 150.66 31.9 165.03 31.8 1.0521 164.06 76.0 156.35 1.0095 157.83

1985 ........... 3.1 76.0 156.35 32.4 169.83 32.6 1.0420 167.96 75.8 162.00 1.0114 163.84

1986 ........... 1.3 75.8 162.00 32.1 171.39 32.2 1.0366 170.11 75.6 164.66 1.0111 166.48

1987 ........... 4.2 75.6 164.66 30.5 181.09 31.3 1.0527 180.62 74.9 172.19 1.0117 174.21

1988 ........... 4.0 74.9 172.19 28.3 189.53 30.5 1.0790 193.22 72.7 180.63 1.0127 182.92

1989 ........... 4.7 72.7 180.63 26.3 200.01 29.9 1.0799 204.24 69.1 190.86 1.0122 193.19

1990 ........... 5.4 69.1 190.86 25.2 211.02 28.6 1.1007 221.42 65.6 202.12 1.0129 204.73

1991 ........... 3.7 65.6 202.12 24.4 222.04 27.1 1.1278 236.39 62.9 211.05 1.0136 213.91

1992 ........... 3.0 62.9 211.05 25.4 227.22 26.7 1.1141 242.18 61.6 218.57 1.0141 221.65

1993 ........... 2.6 61.6 218.57 25.5 232.12 26.9 1.0594 237.57 60.2 224.70 1.0150 228.08

1994 ........... 2.8 60.2 224.70 24.2 247.57 25.9 1.0391 240.02 58.5 233.94 1.0141 237.25

1995 ........... 2.6 58.5 233.94 22.8 259.16 25.3 1.0430 250.35 56.0 243.24 1.0148 246.84

1996 ........... 2.9 56.0 243.24 21.7 264.35 23.8 1.0359 259.28 53.9 252.13 1.0150 255.91

1997 ........... 2.1 53.9 252.13 23.3 257.11 23.9 1.0216 262.97 53.4 254.89 1.0141 258.48

1998 ........... 1.3 53.4 254.89 22.7 260.46 23.1 1.0254 264.75 53.0 256.40 1.0140 259.99

1999 ........... 1 2.5 53.0 256.40 22.5 268.59 23.2 1.0268 269.60 52.3 262.17 1.0123 265.40

2000 ........... 3.5 52.3 262.17 22.3 276.61 23.4 1.0241 277.87 51.3 271.02 1.0122 274.32

2001-I......... ... 51.3 271.02 5.7 280.52 5.7 1.0300 279.15 51.3 271.19 1.0127 274.63

2001-II ....... ... 51.3 271.19 5.7 281.56 5.7 1.0300 279.32 51.4 271.44 1.0127 274.89

2001-III...... ... 51.4 271.44 5.7 282.60 5.7 1.0300 279.59 51.4 271.79 1.0127 275.24

2001-IV...... 2.8 51.4 271.79 5.4 291.58 5.7 1.0300 287.80 51.1 279.76 1.0127 283.31

2002-I......... ... 51.1 279.76 5.9 293.00 5.7 1.0300 288.15 51.3 280.35 1.0127 283.91

2002-II ....... ... 51.3 280.35 5.9 294.42 5.7 1.0300 288.76 51.5 281.03 1.0127 284.60

2002-III...... ... 51.5 281.03 5.9 295.84 5.7 1.0300 289.46 51.7 281.78 1.0127 285.36

2002-IV...... 2.9 51.7 281.78 5.5 305.88 5.7 1.0300 298.67 51.5 290.70 1.0127 294.39

2003-I......... ... 51.5 290.70 6.0 307.60 5.7 1.0300 299.43 51.8 291.70 1.0127 295.40

2003-II ....... ... 51.8 291.70 6.0 309.32 5.8 1.0300 300.45 52.0 292.77 1.0127 296.48

2003-III...... ... 52.0 292.77 6.0 311.04 5.8 1.0300 301.55 52.2 293.89 1.0127 297.62

2003-IV...... 3.0 52.2 293.89 5.6 322.14 5.8 1.0300 311.81 52.1 303.82 1.0127 307.67

2004-I......... ... 52.1 303.82 6.2 323.94 5.8 1.0300 312.93 52.5 305.19 1.0127 309.06

2004-II ....... ... 52.5 305.19 6.2 325.74 5.8 1.0300 314.34 52.9 306.59 1.0127 310.48

2004-III...... ... 52.9 306.59 6.2 327.53 5.9 1.0300 315.79 53.2 308.01 1.0127 311.92

2004-IV...... 3.1 53.2 308.01 5.8 339.54 5.9 1.0300 327.11 53.1 318.93 1.0127 322.97

2005-I......... ... 53.1 318.93 6.4 341.19 5.9 1.0300 328.49 53.6 320.53 1.0127 324.60

2005-II ....... ... 53.6 320.53 6.4 342.84 6.0 1.0300 330.15 54.1 322.13 1.0127 326.21

2005-III...... ... 54.1 322.13 6.4 344.49 6.0 1.0300 331.79 54.5 323.70 1.0127 327.80

2005-IV...... 3.2 54.5 323.70 6.0 357.22 6.0 1.0300 344.10 54.5 335.52 1.0127 339.78

2006-I......... ... 54.5 335.52 6.6 358.53 6.1 1.0300 345.59 55.0 337.19 1.0127 341.47

2006-II ....... ... 55.0 337.19 6.6 359.85 6.1 1.0300 347.30 55.5 338.77 1.0127 343.07

2006-III...... ... 55.5 338.77 6.6 361.17 6.2 1.0300 348.93 56.0 340.30 1.0127 344.62

2006-IV...... 3.3 56.0 340.30 6.2 374.45 6.2 1.0300 362.09 56.0 352.92 1.0127 357.40

2007-I......... ... 56.0 352.92 6.8 375.63 6.2 1.0300 363.51 56.6 354.50 1.0127 358.99

2007-II ....... ... 56.6 354.50 6.8 376.81 6.3 1.0300 365.13 57.1 355.99 1.0127 360.51

2007-III...... ... 57.1 355.99 6.8 377.99 6.4 1.0300 366.67 57.6 357.42 1.0127 361.96

2007-IV...... 3.3 57.6 357.42 6.4 391.68 6.4 1.0300 380.31 57.6 370.50 1.0127 375.20

2008-I......... ... 57.6 370.50 7.0 392.86 6.4 1.0300 381.62 58.2 371.97 1.0127 376.69

2008-II ....... ... 58.2 371.97 7.0 394.05 6.5 1.0300 383.13 58.7 373.38 1.0127 378.12

2008-III...... ... 58.7 373.38 7.0 395.23 6.5 1.0300 384.58 59.2 374.73 1.0127 379.49

2008-IV...... 3.3 59.2 374.73 6.6 409.50 6.6 1.0300 398.73 59.2 388.32 1.0127 393.25

2009-I......... ... 59.2 388.32 7.2 410.71 6.6 1.0300 399.97 59.8 389.74 1.0127 394.68

2009-II ....... ... 59.8 389.74 7.2 411.93 6.7 1.0300 401.43 60.4 391.10 1.0127 396.07

2009-III...... ... 60.4 391.10 7.2 413.14 6.7 1.0300 402.84 60.9 392.42 1.0127 397.40

2009-IV...... 3.3 60.9 392.42 6.8 428.03 6.8 1.0300 417.55 60.9 406.55 1.0127 411.71

2010-I......... ... 60.9 406.55 7.5 429.38 6.8 1.0300 418.75 61.6 407.97 1.0127 413.15

2010-II ....... ... 61.6 407.97 7.5 430.72 6.9 1.0300 420.21 62.2 409.35 1.0127 414.55

2010-III...... ... 62.2 409.35 7.5 432.07 6.9 1.0300 421.63 62.7 410.70 1.0127 415.91

2010-IV...... 3.3 62.7 410.70 7.0 447.72 7.0 1.0300 437.00 62.8 425.47 1.0127 430.87

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

163

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D7.—DI Average Monthly Benefit to Aged Husbands of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975........... 8.0 0.6 $57.05 0.2 $61.07 0.2 0.9948 $61.29 0.6 $61.48 1.0020 $61.60

1976........... 6.4 .6 61.48 .2 64.21 .2 1.0274 67.21 .6 64.57 1.0003 64.59

1977........... 5.9 .6 64.57 1.5 80.86 .4 1.9901 136.08 1.7 77.36 1.0048 77.73

1978........... 6.5 1.7 77.36 1.5 76.83 .6 .9746 80.29 2.6 79.62 .9943 79.17

1979........... 9.9 2.6 79.62 1.0 87.60 .8 1.0784 94.37 2.7 85.39 .9851 84.12

1980........... 14.3 2.7 85.39 1.0 87.86 .8 1.0164 99.20 2.9 94.02 .9771 91.87

1981........... 11.2 2.9 94.02 .9 96.36 .9 1.0119 105.79 2.9 101.65 .9856 100.19

1982........... 7.4 2.9 101.65 .8 104.59 .8 .9308 101.62 2.9 104.49 .9742 101.79

1983........... 3.5 2.9 104.49 .9 110.22 .9 1.1065 119.66 2.9 105.42 .9643 101.66

1984........... 3.5 2.9 105.42 .9 107.82 .9 1.0931 119.27 3.0 105.77 .9549 101.00

1985........... 3.1 3.0 105.77 .9 121.42 .8 1.1449 124.85 3.1 108.36 .9454 102.44

1986........... 1.3 3.1 108.36 .9 122.78 1.0 1.1378 124.90 3.0 108.95 .9295 101.27

1987........... 4.2 3.0 108.95 .9 123.59 .9 1.0765 122.21 3.1 114.27 .9527 108.86

1988........... 4.0 3.1 114.27 .9 113.38 .9 1.1146 132.46 3.0 114.82 .9194 105.57

1989........... 4.7 3.0 114.82 .8 124.97 .9 1.1296 135.79 3.0 118.64 .9455 112.18

1990........... 5.4 3.0 118.64 .7 134.22 .9 1.1208 140.16 2.8 125.17 .9434 118.09

1991........... 3.7 2.8 125.17 .7 143.78 .8 1.1671 151.49 2.7 130.40 .9725 126.82

1992........... 3.0 2.7 130.40 .7 137.73 .8 1.1464 153.98 2.6 132.49 1.0195 135.08

1993........... 2.6 2.6 132.49 .8 139.41 .7 1.0817 147.04 2.7 135.25 1.0348 139.96

1994........... 2.8 2.7 135.25 .8 134.24 .7 .9378 130.39 2.7 139.98 1.0378 145.27

1995........... 2.6 2.7 139.98 .8 153.92 .7 1.0065 144.55 2.8 146.23 1.0663 155.92

1996........... 2.9 2.8 146.23 .8 169.67 .7 1.0786 162.29 2.9 152.72 1.0669 162.94

1997........... 2.1 2.9 152.72 .7 161.42 .7 1.0300 160.61 2.8 156.11 1.0747 167.77

1998........... 1.3 2.8 156.11 .8 174.83 .7 1.0352 163.71 2.9 161.12 1.0601 170.81

1999........... 1 2.5 2.9 161.12 .8 178.89 .7 1.0068 166.12 3.0 168.56 1.0589 178.48

2000........... 3.5 3.0 168.56 .9 187.80 .8 .9658 168.50 3.1 180.10 1.0448 188.16

2001-I........ ... 3.1 180.10 .2 203.08 .2 1.1000 198.11 3.2 180.64 1.0519 190.02

2001-II....... ... 3.2 180.64 .2 199.57 .2 1.1000 198.70 3.2 180.88 1.0519 190.28

2001-III ..... ... 3.2 180.88 .2 196.06 .2 1.0500 189.92 3.2 181.38 1.0519 190.80

2001-IV ..... 2.8 3.2 181.38 .2 197.94 .2 1.0500 195.80 3.2 186.66 1.0519 196.35

2002-I........ ... 3.2 186.66 .2 199.01 .2 1.1000 205.32 3.3 186.42 1.0519 196.11

2002-II....... ... 3.3 186.42 .2 200.07 .2 1.1000 205.06 3.3 186.27 1.0519 195.94

2002-III ..... ... 3.3 186.27 .2 201.14 .2 1.0500 195.58 3.3 186.68 1.0519 196.38

2002-IV ..... 2.9 3.3 186.68 .2 208.07 .2 1.0500 201.72 3.4 192.62 1.0519 202.63

2003-I........ ... 3.4 192.62 .2 209.26 .2 1.1000 211.89 3.4 192.65 1.0519 202.65

2003-II....... ... 3.4 192.65 .2 210.46 .2 1.1000 211.91 3.4 192.74 1.0519 202.75

2003-III ..... ... 3.4 192.74 .2 211.66 .2 1.0500 202.37 3.5 193.46 1.0519 203.51

2003-IV ..... 3.0 3.5 193.46 .2 219.24 .2 1.0500 209.24 3.5 199.90 1.0519 210.29

2004-I........ ... 3.5 199.90 .2 220.16 .2 1.1000 219.89 3.5 200.13 1.0519 210.53

2004-II....... ... 3.5 200.13 .2 221.08 .2 1.1000 220.14 3.5 200.45 1.0519 210.86

2004-III ..... ... 3.5 200.45 .2 222.00 .2 1.0500 210.47 3.6 201.33 1.0519 211.79

2004-IV ..... 3.1 3.6 201.33 .2 229.83 .2 1.0500 217.97 3.6 208.32 1.0519 219.15

2005-I........ ... 3.6 208.32 .3 230.69 .2 1.1000 229.16 3.6 208.65 1.0519 219.49

2005-II....... ... 3.6 208.65 .3 231.54 .2 1.1000 229.51 3.7 208.99 1.0519 219.85

2005-III ..... ... 3.7 208.99 .3 232.39 .2 1.0500 219.44 3.7 210.02 1.0519 220.93

2005-IV ..... 3.2 3.7 210.02 .2 240.71 .2 1.0500 227.60 3.7 217.58 1.0519 228.89

2006-I........ ... 3.7 217.58 .3 241.53 .2 1.1000 239.34 3.8 217.97 1.0519 229.29

2006-II....... ... 3.8 217.97 .3 242.34 .2 1.1000 239.76 3.8 218.30 1.0519 229.65

2006-III ..... ... 3.8 218.30 .3 243.16 .2 1.0500 229.22 3.8 219.36 1.0519 230.75

2006-IV ..... 3.3 3.8 219.36 .2 252.03 .2 1.0500 237.95 3.9 227.57 1.0519 239.39

2007-I........ ... 3.9 227.57 .3 252.83 .2 1.1000 250.33 3.9 228.04 1.0519 239.89

2007-II....... ... 3.9 228.04 .3 253.63 .2 1.1000 250.84 3.9 228.45 1.0519 240.32

2007-III ..... ... 3.9 228.45 .3 254.43 .2 1.0500 239.87 4.0 229.55 1.0519 241.47

2007-IV ..... 3.3 4.0 229.55 .3 263.66 .2 1.0500 249.00 4.0 238.12 1.0519 250.49

2008-I........ ... 4.0 238.12 .3 264.47 .2 1.1000 261.93 4.0 238.54 1.0519 250.93

2008-II....... ... 4.0 238.54 .3 265.29 .2 1.1000 262.39 4.1 238.90 1.0519 251.31

2008-III ..... ... 4.1 238.90 .3 266.11 .2 1.0500 250.85 4.1 240.04 1.0519 252.51

2008-IV ..... 3.3 4.1 240.04 .3 275.73 .2 1.0500 260.38 4.1 249.07 1.0519 262.01

2009-I........ ... 4.1 249.07 .3 276.52 .2 1.1000 273.97 4.2 249.49 1.0519 262.45

2009-II....... ... 4.2 249.49 .3 277.31 .2 1.1000 274.44 4.2 249.85 1.0519 262.83

2009-III ..... ... 4.2 249.85 .3 278.10 .3 1.0500 262.34 4.2 251.02 1.0519 264.06

2009-IV ..... 3.3 4.2 251.02 .3 288.09 .3 1.0500 272.29 4.3 260.37 1.0519 273.90

2010-I........ ... 4.3 260.37 .3 288.83 .3 1.1000 286.41 4.3 260.85 1.0519 274.40

2010-II....... ... 4.3 260.85 .3 289.58 .3 1.1000 286.94 4.3 261.27 1.0519 274.85

2010-III ..... ... 4.3 261.27 .3 290.32 .3 1.0500 274.34 4.4 262.52 1.0519 276.16

2010-IV ..... 3.3 4.4 262.52 .3 300.67 .3 1.0500 284.77 4.4 272.26 1.0519 286.40

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

164

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D8.—DI Average Monthly Benefit to Total Spouses of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975 ........... 8.0 428.1 $62.15 148.7 $69.85 107.7 1.0277 $68.98 469.1 $67.56 0.9979 $67.42

1976 ........... 6.4 469.1 67.56 147.4 76.52 125.2 1.0179 73.17 491.3 72.95 1.0005 72.98

1977 ........... 5.9 491.3 72.95 151.9 83.96 130.4 1.0123 78.21 512.8 79.00 1.0013 79.10

1978 ........... 6.5 512.8 79.00 130.2 92.63 130.4 1.0262 86.34 512.6 85.73 1.0044 86.11

1979 ........... 9.9 512.6 85.73 113.2 105.19 131.6 1.0328 97.31 494.2 95.88 1.0039 96.26

1980 ........... 14.3 494.2 95.88 108.5 113.48 123.1 1.0159 111.33 479.6 110.02 1.0041 110.48

1981 ........... 11.2 479.6 110.02 95.6 113.59 127.9 .9960 121.86 447.3 120.77 1.0070 121.62

1982 ........... 7.4 447.3 120.77 77.8 120.09 136.8 .9936 128.87 388.3 128.21 1.0080 129.24

1983 ........... 3.5 388.3 128.21 80.1 123.71 139.2 1.0608 140.77 329.2 127.10 1.0163 129.17

1984 ........... 3.5 329.2 127.10 81.8 124.17 85.7 1.0356 136.23 325.4 128.46 1.0192 130.92

1985 ........... 3.1 325.4 128.46 83.5 126.69 80.8 1.0428 138.10 328.1 129.59 1.0231 132.58

1986 ........... 1.3 328.1 129.59 82.4 127.01 86.1 1.0627 139.51 324.4 128.01 1.0254 131.26

1987 ........... 4.2 324.4 128.01 76.5 133.47 84.8 1.0805 144.12 316.0 130.84 1.0301 134.77

1988 ........... 4.0 316.0 130.84 73.4 136.79 82.6 1.0760 146.42 306.9 133.95 1.0335 138.44

1989 ........... 4.7 306.9 133.95 68.7 143.76 77.3 1.0757 150.87 298.3 138.90 1.0382 144.20

1990 ........... 5.4 298.3 138.90 69.2 148.76 73.9 1.0982 160.77 293.6 144.16 1.0401 149.94

1991 ........... 3.7 293.6 144.16 72.4 151.75 71.9 1.1107 166.04 294.1 146.99 1.0425 153.23

1992 ........... 3.0 294.1 146.99 77.9 151.64 71.4 1.1155 168.89 300.6 148.18 1.0459 154.98

1993 ........... 2.6 300.6 148.18 74.5 156.53 71.7 1.1276 171.43 303.4 148.90 1.0481 156.07

1994 ........... 2.8 303.4 148.90 69.4 164.94 70.1 1.1169 170.96 302.7 151.71 1.0521 159.61

1995 ........... 2.6 302.7 151.71 63.0 175.12 69.8 1.1276 175.52 295.9 155.17 1.0541 163.56

1996 ........... 2.9 295.9 155.17 56.8 183.05 67.0 1.1095 177.15 285.8 160.56 1.0674 171.39

1997 ........... 2.1 285.8 160.56 50.5 192.07 66.6 1.1107 182.08 269.6 164.88 1.0722 176.78

1998 ........... 1.3 269.6 164.88 47.4 198.82 61.0 1.1262 188.10 256.0 167.99 1.0827 181.88

1999 ........... 1 2.5 256.0 167.99 46.0 207.01 59.7 1.1365 195.51 242.3 172.99 1.0931 189.09

2000 ........... 3.5 242.3 172.99 43.7 219.55 57.3 1.1416 204.40 228.7 180.62 1.0985 198.42

2001-I......... ... 228.7 180.62 11.3 222.48 13.6 1.1930 215.49 226.5 180.62 1.0934 197.50

2001-II ....... ... 226.5 180.62 11.3 223.25 13.5 1.1379 205.52 224.3 181.27 1.0932 198.16

2001-III...... ... 224.3 181.27 11.3 224.02 13.4 1.0995 199.31 222.2 182.35 1.0926 199.25

2001-IV...... 2.8 222.2 182.35 10.6 231.06 13.3 1.1318 212.17 219.5 188.09 1.0924 205.46

2002-I......... ... 219.5 188.09 11.7 231.66 13.2 1.1924 224.28 218.0 188.23 1.0926 205.65

2002-II ....... ... 218.0 188.23 11.7 232.79 13.1 1.1390 214.39 216.5 189.05 1.0924 206.51

2002-III...... ... 216.5 189.05 11.7 233.91 13.1 1.1019 208.31 215.1 190.31 1.0919 207.81

2002-IV...... 2.9 215.1 190.31 10.9 241.85 13.0 1.1336 221.98 213.0 196.61 1.0917 214.64

2003-I......... ... 213.0 196.61 12.0 242.80 12.9 1.1925 234.46 212.1 196.92 1.0920 215.03

2003-II ....... ... 212.1 196.92 12.0 244.16 12.9 1.1408 224.64 211.2 197.90 1.0918 216.08

2003-III...... ... 211.2 197.90 12.0 245.52 12.9 1.1046 218.61 210.3 199.35 1.0914 217.57

2003-IV...... 3.0 210.3 199.35 11.2 254.28 12.8 1.1355 233.16 208.7 206.27 1.0913 225.09

2004-I......... ... 208.7 206.27 12.4 255.72 12.8 1.1932 246.13 208.2 206.76 1.0915 225.68

2004-II ....... ... 208.2 206.76 12.4 257.13 12.8 1.1430 236.33 207.8 207.94 1.0914 226.95

2004-III...... ... 207.8 207.94 12.4 258.54 12.8 1.1079 230.37 207.4 209.57 1.0910 228.65

2004-IV...... 3.1 207.4 209.57 11.6 267.97 12.8 1.1380 245.88 206.2 217.16 1.0909 236.89

2005-I......... ... 206.2 217.16 12.8 269.30 12.8 1.1943 259.34 206.3 217.79 1.0912 237.64

2005-II ....... ... 206.3 217.79 12.8 270.60 12.8 1.1453 249.43 206.3 219.11 1.0910 239.06

2005-III...... ... 206.3 219.11 12.8 271.89 12.8 1.1109 243.41 206.3 220.88 1.0906 240.90

2005-IV...... 3.2 206.3 220.88 12.0 281.92 12.8 1.1401 259.88 205.5 229.13 1.0904 249.85

2006-I......... ... 205.5 229.13 13.2 282.81 12.8 1.1948 273.77 205.9 229.80 1.0907 250.64

2006-II ....... ... 205.9 229.80 13.2 283.85 12.9 1.1471 263.61 206.2 231.16 1.0905 252.09

2006-III...... ... 206.2 231.16 13.2 284.89 12.9 1.1134 257.37 206.5 232.96 1.0901 253.95

2006-IV...... 3.3 206.5 232.96 12.4 295.39 13.0 1.1416 274.74 206.0 241.83 1.0899 263.56

2007-I......... ... 206.0 241.83 13.6 296.32 13.0 1.1949 288.96 206.6 242.46 1.0901 264.30

2007-II ....... ... 206.6 242.46 13.6 297.25 13.0 1.1481 278.36 207.2 243.81 1.0899 265.72

2007-III...... ... 207.2 243.81 13.6 298.18 13.1 1.1149 271.82 207.8 245.61 1.0894 267.57

2007-IV...... 3.3 207.8 245.61 12.8 308.98 13.1 1.1424 289.85 207.4 254.85 1.0892 277.57

2008-I......... ... 207.4 254.85 14.0 309.84 13.2 1.1947 304.46 208.3 255.43 1.0893 278.24

2008-II ....... ... 208.3 255.43 14.0 310.77 13.2 1.1486 293.38 209.1 256.74 1.0891 279.62

2008-III...... ... 209.1 256.74 14.0 311.71 13.3 1.1157 286.45 209.9 258.54 1.0886 281.44

2008-IV...... 3.3 209.9 258.54 13.2 322.98 13.3 1.1427 305.17 209.7 268.18 1.0883 291.87

2009-I......... ... 209.7 268.18 14.4 323.97 13.4 1.1940 320.21 210.8 268.70 1.0885 292.48

2009-II ....... ... 210.8 268.70 14.4 324.93 13.5 1.1486 308.63 211.8 270.00 1.0882 293.83

2009-III...... ... 211.8 270.00 14.4 325.89 13.5 1.1162 301.37 212.7 271.80 1.0877 295.65

2009-IV...... 3.3 212.7 271.80 13.5 337.63 13.6 1.1425 320.78 212.7 281.86 1.0875 306.51

2010-I......... ... 212.7 281.86 14.9 338.74 13.6 1.1934 336.36 213.9 282.35 1.0876 307.09

2010-II ....... ... 213.9 282.35 14.9 339.80 13.7 1.1484 324.25 215.1 283.66 1.0874 308.44

2010-III...... ... 215.1 283.66 14.9 340.86 13.8 1.1162 316.63 216.2 285.49 1.0869 310.30

2010-IV...... 3.3 216.2 285.49 14.0 353.19 13.9 1.1424 336.90 216.3 296.01 1.0866 321.66

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

165

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D9.—DI Average Monthly Benefit to Minor Children of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975........... 8.0 1,139.1 $53.41 384.1 $58.92 268.4 0.9647 $55.65 1,254.8 $58.50 1.0010 $58.56

1976........... 6.4 1,254.8 58.50 360.4 66.33 309.4 .9389 58.44 1,305.8 64.27 1.0022 64.41

1977........... 5.9 1,305.8 64.27 360.2 74.75 321.3 .9363 63.72 1,344.7 70.89 1.0018 71.02

1978........... 6.5 1,344.7 70.89 297.2 83.57 320.9 .9384 70.85 1,321.0 78.63 1.0037 78.92

1979........... 9.9 1,321.0 78.63 247.3 96.60 313.4 .9314 80.48 1,254.9 89.92 1.0020 90.10

1980........... 14.3 1,254.9 89.92 233.1 101.06 287.4 .9254 95.11 1,200.6 104.33 1.0026 104.60

1981........... 11.2 1,200.6 104.33 202.2 95.29 304.4 .9376 108.77 1,098.4 114.21 1.0125 115.64

1982........... 7.4 1,098.4 114.21 151.8 98.69 314.5 .9323 114.36 935.7 121.82 1.0202 124.28

1983........... 3.5 935.7 121.82 153.3 105.67 185.2 .7378 93.02 903.8 129.40 1.0336 133.75

1984........... 3.5 903.8 129.40 172.9 108.28 166.8 .9045 121.14 909.9 131.40 1.0398 136.63

1985........... 3.1 909.9 131.40 188.5 111.51 149.6 .9163 124.13 948.8 132.70 1.0463 138.85

1986........... 1.3 948.8 132.70 196.5 113.08 164.8 .9647 129.69 980.5 131.13 1.0554 138.39

1987........... 4.2 980.5 131.13 191.6 116.73 180.8 .9538 130.33 991.3 134.35 1.0642 142.97

1988........... 4.0 991.3 134.35 195.6 118.04 199.4 .9437 131.86 987.6 137.14 1.0693 146.65

1989........... 4.7 987.6 137.14 196.8 125.38 190.0 .9431 135.42 994.4 141.69 1.0723 151.94

1990........... 5.4 994.4 141.69 216.2 131.67 181.6 .9362 139.82 1,029.0 147.54 1.0764 158.81

1991........... 3.7 1,029.0 147.54 249.5 135.16 180.8 .9393 143.71 1,097.7 150.58 1.0804 162.69

1992........... 3.0 1,097.7 150.58 305.4 135.25 190.8 .9342 144.89 1,212.3 151.77 1.0880 165.12

1993........... 2.6 1,212.3 151.77 316.3 138.24 202.3 .9327 145.23 1,326.2 153.25 1.0945 167.73

1994........... 2.8 1,326.2 153.25 325.8 144.33 219.9 .9157 144.27 1,432.2 156.70 1.0989 172.20

1995........... 2.6 1,432.2 156.70 314.3 154.08 244.6 .9182 147.63 1,502.0 161.64 1.1007 177.92

1996........... 2.9 1,502.0 161.64 310.2 164.09 252.8 .8405 139.79 1,559.3 170.29 1.1024 187.72

1997........... 2.1 1,559.3 170.29 277.3 172.53 300.8 .8953 155.65 1,535.9 177.27 1.1011 195.19

1998........... 1.3 1,535.9 177.27 279.1 179.10 261.9 .8939 160.53 1,553.1 182.78 1.1020 201.42

1999........... 1 2.5 1,553.1 182.78 283.0 185.35 264.1 .9103 170.39 1,572.0 189.75 1.1041 209.51

2000........... 3.5 1,572.0 189.75 271.0 198.25 270.9 .9202 180.71 1,572.1 199.57 1.1062 220.77

2001-I........ ... 1,572.1 199.57 70.7 202.66 67.5 1.0000 199.57 1,575.3 199.71 1.1056 220.79

2001-II....... ... 1,575.3 199.71 70.7 202.87 67.6 .9300 185.73 1,578.4 200.45 1.1056 221.61

2001-III ..... ... 1,578.4 200.45 70.7 203.07 67.8 .8300 166.37 1,581.4 202.03 1.1056 223.35

2001-IV ..... 2.8 1,581.4 202.03 66.3 208.97 67.8 .9300 193.16 1,579.8 208.38 1.1056 230.37

2002-I........ ... 1,579.8 208.38 73.7 210.01 67.9 1.0000 208.38 1,585.6 208.45 1.1056 230.46

2002-II....... ... 1,585.6 208.45 73.7 211.04 68.1 .9300 193.86 1,591.1 209.20 1.1056 231.28

2002-III ..... ... 1,591.1 209.20 73.7 212.07 68.4 .8300 173.63 1,596.4 210.85 1.1056 233.11

2002-IV ..... 2.9 1,596.4 210.85 69.0 219.29 68.5 .9300 201.80 1,597.0 217.74 1.1056 240.72

2003-I........ ... 1,597.0 217.74 76.1 220.53 68.7 1.0000 217.74 1,604.4 217.87 1.1056 240.87

2003-II....... ... 1,604.4 217.87 76.1 221.76 69.0 .9300 202.62 1,611.6 218.71 1.1056 241.79

2003-III ..... ... 1,611.6 218.71 76.1 223.00 69.3 .8300 181.53 1,618.5 220.50 1.1056 243.77

2003-IV ..... 3.0 1,618.5 220.50 71.3 230.97 69.5 .9300 211.23 1,620.3 227.98 1.1056 252.05

2004-I........ ... 1,620.3 227.98 78.6 232.21 69.7 1.0000 227.98 1,629.2 228.19 1.1056 252.27

2004-II....... ... 1,629.2 228.19 78.6 233.45 70.1 .9300 212.21 1,637.8 229.12 1.1056 253.31

2004-III ..... ... 1,637.8 229.12 78.6 234.69 70.4 .8300 190.17 1,645.9 231.06 1.1056 255.44

2004-IV ..... 3.1 1,645.9 231.06 73.7 243.24 70.7 .9300 221.56 1,648.9 239.18 1.1056 264.42

2005-I........ ... 1,648.9 239.18 81.4 244.38 71.0 1.0000 239.18 1,659.4 239.43 1.1056 264.70

2005-II....... ... 1,659.4 239.43 81.4 245.52 71.4 .9300 222.67 1,669.4 240.44 1.1056 265.82

2005-III ..... ... 1,669.4 240.44 81.4 246.66 71.8 .8300 199.57 1,679.0 242.50 1.1056 268.09

2005-IV ..... 3.2 1,679.0 242.50 76.3 255.73 72.1 .9300 232.75 1,683.2 251.27 1.1056 277.79

2006-I........ ... 1,683.2 251.27 84.2 256.66 72.5 1.0000 251.27 1,695.0 251.54 1.1056 278.09

2006-II....... ... 1,695.0 251.54 84.2 257.60 73.0 .9300 233.93 1,706.2 252.59 1.1056 279.25

2006-III ..... ... 1,706.2 252.59 84.2 258.53 73.4 .8300 209.65 1,717.1 254.72 1.1056 281.61

2006-IV ..... 3.3 1,717.1 254.72 78.9 268.02 73.8 .9300 244.73 1,722.2 264.16 1.1056 292.04

2007-I........ ... 1,722.2 264.16 86.7 268.87 74.2 1.0000 264.16 1,734.8 264.39 1.1056 292.30

2007-II....... ... 1,734.8 264.39 86.7 269.71 74.7 .9300 245.89 1,746.8 265.45 1.1056 293.47

2007-III ..... ... 1,746.8 265.45 86.7 270.56 75.2 .8300 220.32 1,758.3 267.63 1.1056 295.88

2007-IV ..... 3.3 1,758.3 267.63 81.2 280.36 75.6 .9300 257.13 1,764.0 277.49 1.1056 306.78

2008-I........ ... 1,764.0 277.49 89.3 281.21 76.0 1.0000 277.49 1,777.3 277.68 1.1056 306.98

2008-II....... ... 1,777.3 277.68 89.3 282.06 76.5 .9300 258.24 1,790.1 278.73 1.1056 308.15

2008-III ..... ... 1,790.1 278.73 89.3 282.91 77.1 .8300 231.34 1,802.4 280.96 1.1056 310.61

2008-IV ..... 3.3 1,802.4 280.96 83.7 293.13 77.5 .9300 269.93 1,808.6 291.25 1.1056 322.00

2009-I........ ... 1,808.6 291.25 91.9 293.99 77.9 1.0000 291.25 1,822.6 291.39 1.1056 322.15

2009-II....... ... 1,822.6 291.39 91.9 294.86 78.5 .9300 270.99 1,836.0 292.44 1.1056 323.30

2009-III ..... ... 1,836.0 292.44 91.9 295.72 79.0 .8300 242.72 1,848.9 294.73 1.1056 325.83

2009-IV ..... 3.3 1,848.9 294.73 86.1 306.37 79.5 .9300 283.16 1,855.5 305.47 1.1056 337.72

2010-I........ ... 1,855.5 305.47 94.7 307.31 79.9 1.0000 305.47 1,870.3 305.57 1.1056 337.82

2010-II....... ... 1,870.3 305.57 94.7 308.25 80.5 .9300 284.18 1,884.5 306.61 1.1056 338.98

2010-III ..... ... 1,884.5 306.61 94.7 309.19 81.1 .8300 254.49 1,898.1 308.97 1.1056 341.58

2010-IV ..... 3.3 1,898.1 308.97 88.8 320.36 81.6 .9300 296.84 1,905.3 320.20 1.1056 354.00

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

166

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D10.—DI Average Monthly Benefit to Disabled Children of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975 ........... 8.0 21.6 $77.68 7.0 $82.50 3.9 0.9673 $81.15 24.7 $83.92 1.0037 $84.23

1976 ........... 6.4 24.7 83.92 7.4 86.82 4.6 .9324 83.25 27.6 89.63 1.0061 90.18

1977 ........... 5.9 27.6 89.63 8.0 95.93 5.0 .8745 83.00 30.6 97.12 1.0019 97.30

1978 ........... 6.5 30.6 97.12 7.2 103.11 5.5 .9260 95.78 32.3 104.90 1.0051 105.43

1979 ........... 9.9 32.3 104.90 6.3 116.72 5.7 .9143 105.40 32.9 117.28 1.0033 117.67

1980 ........... 14.3 32.9 117.28 6.2 129.16 5.5 .8929 119.69 33.6 135.57 1.0034 136.03

1981 ........... 11.2 33.6 135.57 5.5 136.81 5.0 .9676 145.87 34.1 149.21 1.0181 151.91

1982 ........... 7.4 34.1 149.21 4.2 147.41 6.3 .9828 157.49 32.0 159.41 1.0282 163.90

1983 ........... 3.5 32.0 159.41 5.2 151.26 4.5 .9028 148.95 32.7 165.01 1.0422 171.98

1984 ........... 3.5 32.7 165.01 5.6 159.18 4.0 .9902 169.11 34.3 169.08 1.0562 178.59

1985 ........... 3.1 34.3 169.08 6.7 162.90 4.1 1.0225 178.25 36.8 172.08 1.0679 183.77

1986 ........... 1.3 36.8 172.08 6.9 165.66 4.2 1.0885 189.74 39.6 171.41 1.0894 186.73

1987 ........... 4.2 39.6 171.41 6.7 163.52 4.9 1.0059 179.66 41.3 176.52 1.1089 195.74

1988 ........... 4.0 41.3 176.52 6.6 162.34 5.3 .8995 165.13 42.7 182.71 1.1218 204.96

1989 ........... 4.7 42.7 182.71 6.3 180.75 5.1 .8854 169.38 43.8 192.51 1.1334 218.20

1990 ........... 5.4 43.8 192.51 6.6 190.51 5.2 .9091 184.47 45.2 203.45 1.1373 231.38

1991 ........... 3.7 45.2 203.45 7.5 198.66 5.4 .9329 196.81 47.3 210.74 1.1429 240.86

1992 ........... 3.0 47.3 210.74 9.5 198.19 5.1 .9743 211.47 51.7 214.21 1.1522 246.82

1993 ........... 2.6 51.7 214.21 10.2 202.30 5.5 .9522 209.27 56.5 217.75 1.1634 253.34

1994 ........... 2.8 56.5 217.75 9.7 211.54 5.8 .9190 205.71 60.4 223.74 1.1686 261.47

1995 ........... 2.6 60.4 223.74 9.7 218.92 6.3 .9055 207.87 63.9 230.20 1.1734 270.12

1996 ........... 2.9 63.9 230.20 9.3 231.64 6.3 .8648 204.84 66.9 239.25 1.1772 281.65

1997 ........... 2.1 66.9 239.25 8.5 240.74 7.4 .8884 217.00 68.0 246.88 1.1835 292.18

1998 ........... 1.3 68.0 246.88 9.1 250.58 6.7 .8796 219.99 70.4 253.08 1.1863 300.24

1999 ........... 1 2.5 70.4 253.08 9.8 252.31 7.6 .8925 231.31 72.6 261.23 1.1893 310.68

2000 ........... 3.5 72.6 261.23 9.6 255.71 8.5 .8649 233.85 73.7 272.82 1.1934 325.58

2001-I......... ... 73.7 272.82 2.4 260.97 2.1 .9200 250.99 74.1 273.04 1.1913 325.29

2001-II ....... ... 74.1 273.04 2.4 261.38 2.1 .9000 245.74 74.5 273.42 1.1913 325.74

2001-III...... ... 74.5 273.42 2.4 261.79 2.1 .8200 224.20 74.8 274.41 1.1913 326.91

2001-IV...... 2.8 74.8 274.41 2.3 269.54 2.1 .9000 253.90 75.0 282.52 1.1913 336.57

2002-I......... ... 75.0 282.52 2.4 270.87 2.1 .9200 259.91 75.3 282.77 1.1913 336.87

2002-II ....... ... 75.3 282.77 2.4 272.20 2.1 .9000 254.49 75.7 283.22 1.1913 337.41

2002-III...... ... 75.7 283.22 2.4 273.54 2.1 .8200 232.24 76.0 284.32 1.1913 338.73

2002-IV...... 2.9 76.0 284.32 2.3 282.84 2.1 .9000 263.33 76.2 293.11 1.1913 349.20

2003-I......... ... 76.2 293.11 2.4 284.44 2.1 .9200 269.66 76.5 293.49 1.1913 349.65

2003-II ....... ... 76.5 293.49 2.4 286.03 2.1 .9000 264.14 76.8 294.07 1.1913 350.34

2003-III...... ... 76.8 294.07 2.4 287.63 2.1 .8200 241.14 77.1 295.34 1.1913 351.85

2003-IV...... 3.0 77.1 295.34 2.3 297.90 2.2 .9000 273.79 77.2 304.88 1.1913 363.22

2004-I......... ... 77.2 304.88 2.5 299.50 2.2 .9200 280.49 77.6 305.38 1.1913 363.81

2004-II ....... ... 77.6 305.38 2.5 301.10 2.2 .9000 274.84 77.9 306.09 1.1913 364.66

2004-III...... ... 77.9 306.09 2.5 302.70 2.2 .8200 250.99 78.2 307.51 1.1913 366.36

2004-IV...... 3.1 78.2 307.51 2.4 313.74 2.2 .9000 285.36 78.4 317.85 1.1913 378.67

2005-I......... ... 78.4 317.85 2.6 315.21 2.2 .9200 292.42 78.8 318.47 1.1913 379.41

2005-II ....... ... 78.8 318.47 2.6 316.68 2.2 .9000 286.62 79.2 319.30 1.1913 380.40

2005-III...... ... 79.2 319.30 2.6 318.15 2.2 .8200 261.82 79.6 320.86 1.1913 382.26

2005-IV...... 3.2 79.6 320.86 2.4 329.85 2.2 .9000 298.03 79.8 332.02 1.1913 395.56

2006-I......... ... 79.8 332.02 2.7 331.05 2.2 .9200 305.46 80.3 332.73 1.1913 396.40

2006-II ....... ... 80.3 332.73 2.7 332.25 2.2 .9000 299.46 80.8 333.64 1.1913 397.49

2006-III...... ... 80.8 333.64 2.7 333.45 2.3 .8200 273.59 81.2 335.31 1.1913 399.47

2006-IV...... 3.3 81.2 335.31 2.5 345.70 2.3 .9000 311.75 81.5 347.34 1.1913 413.80

2007-I......... ... 81.5 347.34 2.8 346.79 2.3 .9200 319.55 81.9 348.09 1.1913 414.69

2007-II ....... ... 81.9 348.09 2.8 347.88 2.3 .9000 313.28 82.4 349.05 1.1913 415.84

2007-III...... ... 82.4 349.05 2.8 348.97 2.3 .8200 286.22 82.9 350.79 1.1913 417.91

2007-IV...... 3.3 82.9 350.79 2.6 361.62 2.3 .9000 326.15 83.2 363.37 1.1913 432.90

2008-I......... ... 83.2 363.37 2.9 362.71 2.3 .9200 334.30 83.7 364.16 1.1913 433.84

2008-II ....... ... 83.7 364.16 2.9 363.81 2.3 .9000 327.74 84.2 365.16 1.1913 435.03

2008-III...... ... 84.2 365.16 2.9 364.91 2.4 .8200 299.43 84.7 366.98 1.1913 437.20

2008-IV...... 3.3 84.7 366.98 2.7 378.08 2.4 .9000 341.20 85.0 380.13 1.1913 452.87

2009-I......... ... 85.0 380.13 2.9 379.20 2.4 .9200 349.72 85.6 380.94 1.1913 453.84

2009-II ....... ... 85.6 380.94 2.9 380.31 2.4 .9000 342.85 86.2 381.98 1.1913 455.07

2009-III...... ... 86.2 381.98 2.9 381.43 2.4 .8200 313.22 86.7 383.87 1.1913 457.33

2009-IV...... 3.3 86.7 383.87 2.8 395.17 2.4 .9000 356.90 87.0 397.62 1.1913 473.70

2010-I......... ... 87.0 397.62 3.0 396.38 2.4 .9200 365.81 87.6 398.46 1.1913 474.70

2010-II ....... ... 87.6 398.46 3.0 397.59 2.5 .9000 358.61 88.2 399.54 1.1913 475.99

2010-III...... ... 88.2 399.54 3.0 398.80 2.5 .8200 327.62 88.8 401.51 1.1913 478.34

2010-IV...... 3.3 88.8 401.51 2.8 413.21 2.5 .9000 373.30 89.1 415.89 1.1913 495.47

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

167

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D11.—DI Average Monthly Benefit to Student Children of Disabled Workers

In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1975........... 8.0 127.3 $79.49 124.1 $83.24 95.1 0.9546 $81.95 156.3 $86.15 1.0086 $86.89

1976........... 6.4 156.3 86.15 143.6 88.66 125.5 .9290 85.15 174.5 93.89 1.0048 94.34

1977........... 5.9 174.5 93.89 150.3 97.15 144.1 .9362 93.08 180.7 102.59 1.0019 102.78

1978........... 6.5 180.7 102.59 148.9 106.17 142.6 .9476 103.53 187.0 112.00 1.0137 113.53

1979........... 9.9 187.0 112.00 145.6 121.55 152.5 .9430 116.07 180.1 127.85 1.0156 129.85

1980........... 14.3 180.1 127.85 145.9 140.44 145.1 .9303 135.95 181.0 150.04 1.0159 152.43

1981........... 11.2 181.0 150.04 138.1 154.45 141.9 .9207 153.61 177.2 167.78 1.0306 172.92

1982........... 7.4 177.2 167.78 104.4 164.48 175.9 1.0500 189.21 105.7 152.25 1.0211 155.46

1983........... 3.5 105.7 152.25 70.6 171.89 114.1 1.1230 176.96 62.2 138.28 1.0414 144.00

1984........... 3.5 62.2 138.28 61.9 181.73 83.2 1.2086 172.97 41.0 140.89 1.0632 149.80

1985........... 3.1 41.0 140.89 55.6 188.76 69.4 1.1370 165.15 27.2 186.90 1.0535 196.90

1986........... 1.3 27.2 186.90 52.5 193.11 53.5 1.0350 195.95 26.3 186.69 1.0812 201.84

1987........... 4.2 26.3 186.69 54.0 201.41 53.2 1.0509 204.44 27.0 195.94 1.0891 213.40

1988........... 4.0 27.0 195.94 61.4 213.17 56.3 1.0405 212.03 32.2 209.38 1.0888 227.98

1989........... 4.7 32.2 209.38 56.7 225.79 57.2 1.0326 226.37 31.7 220.53 1.0910 240.59

1990........... 5.4 31.7 220.53 58.4 231.50 58.3 1.0183 236.68 31.8 226.54 1.1036 250.00

1991........... 3.7 31.8 226.54 60.2 236.04 58.2 1.0170 238.92 33.8 231.37 1.0945 253.23

1992........... 3.0 33.8 231.37 65.9 237.42 62.7 1.0055 239.62 37.0 235.32 1.1132 261.96

1993........... 2.6 37.0 235.32 70.9 242.40 68.7 1.0132 244.61 39.1 238.91 1.1131 265.94

1994........... 2.8 39.1 238.91 74.1 248.34 72.6 1.0148 249.24 40.6 245.80 1.1138 273.77

1995........... 2.6 40.6 245.80 75.6 259.23 74.5 1.0283 259.32 41.7 254.10 1.1182 284.13

1996........... 2.9 41.7 254.10 76.5 270.49 74.3 1.0245 267.86 43.9 267.90 1.1010 294.96

1997........... 2.1 43.9 267.90 75.8 279.19 77.0 1.0183 278.52 42.8 275.89 1.1100 306.25

1998........... 1.3 42.8 275.89 82.4 285.92 80.1 1.0215 285.49 45.1 281.88 1.1106 313.06

1999........... 1 2.5 45.1 281.88 84.3 295.37 84.0 1.0215 294.85 45.4 291.14 1.0983 319.75

2000........... 3.5 45.4 291.14 81.4 312.60 81.2 1.0384 312.89 45.6 303.36 1.1076 336.01

2001-I........ ... 45.6 303.36 24.8 319.65 9.6 .9600 291.23 60.8 311.92 1.1063 345.09

2001-II....... ... 60.8 311.92 19.9 319.94 30.4 1.0000 311.92 50.3 315.09 1.1063 348.60

2001-III ..... ... 50.3 315.09 16.6 320.24 38.1 1.0200 321.39 28.8 309.72 1.1063 342.65

2001-IV ..... 2.8 28.8 309.72 21.5 329.51 5.9 .9200 292.93 44.4 327.19 1.1063 361.98

2002-I........ ... 44.4 327.19 25.9 331.14 9.7 .9600 314.10 60.5 330.99 1.1063 366.18

2002-II....... ... 60.5 330.99 20.7 332.77 30.4 1.0000 330.99 50.7 331.71 1.1063 366.98

2002-III ..... ... 50.7 331.71 17.2 334.40 38.6 1.0200 338.34 29.4 324.59 1.1063 359.11

2002-IV ..... 2.9 29.4 324.59 22.4 345.78 6.1 .9200 307.30 45.7 343.35 1.1063 379.86

2003-I........ ... 45.7 343.35 26.7 347.73 10.0 .9600 329.62 62.4 347.44 1.1063 384.38

2003-II....... ... 62.4 347.44 21.4 349.68 31.4 1.0000 347.44 52.3 348.35 1.1063 385.39

2003-III ..... ... 52.3 348.35 17.8 351.63 39.8 1.0200 355.31 30.3 341.15 1.1063 377.42

2003-IV ..... 3.0 30.3 341.15 23.2 364.19 6.3 .9200 323.29 47.2 361.42 1.1063 399.85

2004-I........ ... 47.2 361.42 27.6 366.15 10.4 .9600 346.96 64.4 365.77 1.1063 404.66

2004-II....... ... 64.4 365.77 22.1 368.10 32.5 1.0000 365.77 54.1 366.72 1.1063 405.72

2004-III ..... ... 54.1 366.72 18.4 370.06 41.1 1.0200 374.06 31.3 359.06 1.1063 397.24

2004-IV ..... 3.1 31.3 359.06 23.9 383.55 6.5 .9200 340.59 48.7 380.69 1.1063 421.18

2005-I........ ... 48.7 380.69 28.6 385.35 10.7 .9600 365.47 66.6 385.14 1.1063 426.10

2005-II....... ... 66.6 385.14 22.9 387.14 33.6 1.0000 385.14 55.9 385.96 1.1063 427.00

2005-III ..... ... 55.9 385.96 19.1 388.94 42.5 1.0200 393.68 32.4 377.59 1.1063 417.74

2005-IV ..... 3.2 32.4 377.59 24.8 403.24 6.7 .9200 358.51 50.5 400.49 1.1063 443.08

2006-I........ ... 50.5 400.49 29.6 404.71 11.1 .9600 384.47 68.9 404.88 1.1063 447.93

2006-II....... ... 68.9 404.88 23.7 406.18 34.7 1.0000 404.88 57.9 405.41 1.1063 448.52

2006-III ..... ... 57.9 405.41 19.7 407.65 44.0 1.0200 413.52 33.6 396.10 1.1063 438.23

2006-IV ..... 3.3 33.6 396.10 25.6 422.62 7.0 .9200 376.46 52.2 420.15 1.1063 464.83

2007-I........ ... 52.2 420.15 30.4 423.96 11.5 .9600 403.34 71.2 424.48 1.1063 469.62

2007-II....... ... 71.2 424.48 24.3 425.29 35.8 1.0000 424.48 59.7 424.81 1.1063 469.98

2007-III ..... ... 59.7 424.81 20.3 426.62 45.4 1.0200 433.30 34.6 414.72 1.1063 458.82

2007-IV ..... 3.3 34.6 414.72 26.4 442.08 7.2 .9200 394.15 53.8 439.69 1.1063 486.44

2008-I........ ... 53.8 439.69 31.3 443.42 11.8 .9600 422.10 73.3 444.11 1.1063 491.34

2008-II....... ... 73.3 444.11 25.1 444.76 36.9 1.0000 444.11 61.5 444.38 1.1063 491.63

2008-III ..... ... 61.5 444.38 20.9 446.10 46.8 1.0200 453.27 35.6 433.72 1.1063 479.85

2008-IV ..... 3.3 35.6 433.72 27.2 462.21 7.4 .9200 412.21 55.4 459.77 1.1063 508.66

2009-I........ ... 55.4 459.77 32.3 463.57 12.2 .9600 441.38 75.5 464.36 1.1063 513.73

2009-II....... ... 75.5 464.36 25.8 464.93 38.0 1.0000 464.36 63.3 464.60 1.1063 514.00

2009-III ..... ... 63.3 464.60 21.5 466.30 48.1 1.0200 473.89 36.7 453.41 1.1063 501.63

2009-IV ..... 3.3 36.7 453.41 28.0 483.09 7.6 .9200 430.92 57.0 480.59 1.1063 531.70

2010-I........ ... 57.0 480.59 33.2 484.58 12.5 .9600 461.37 77.7 485.39 1.1063 537.01

2010-II....... ... 77.7 485.39 26.6 486.06 39.1 1.0000 485.39 65.2 485.66 1.1063 537.31

2010-III ..... ... 65.2 485.66 22.2 487.54 49.6 1.0200 495.38 37.8 474.01 1.1063 524.42

2010-IV ..... 3.3 37.8 474.01 28.8 505.16 7.8 .9200 450.50 58.8 502.48 1.1063 555.92

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

168

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D12.—DI Current-Payment Benefits to Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Male disabled workers Female disabled workers Total disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 1,627.5 $241.82 11.511 $4,530.3 735.8 $184.93 11.462 $1,559.7 2,363.4 $224.11 11.498 $6,090.0

1976 ........... 1,783.3 263.33 11.542 5,420.3 819.2 198.53 11.542 1,877.1 2,602.5 242.93 11.542 7,297.4

1977 ........... 1,877.3 285.67 11.636 6,240.0 877.4 213.32 11.631 2,177.0 2,754.7 262.63 11.635 8,417.0

1978 ........... 1,939.9 311.37 11.632 7,025.7 918.0 230.42 11.618 2,457.4 2,857.8 285.37 11.628 9,483.0

1979 ........... 1,947.4 350.33 11.439 7,804.2 930.1 257.33 11.437 2,737.4 2,877.5 320.27 11.439 10,541.6

1980 ........... 1,931.4 405.43 11.243 8,804.1 931.4 296.07 11.236 3,098.4 2,862.8 369.85 11.241 11,902.5

1981 ........... 1,911.5 454.21 11.361 9,863.7 924.0 329.48 11.368 3,460.6 2,835.5 413.57 11.363 13,324.4

1982 ........... 1,823.8 487.46 11.510 10,232.6 889.4 351.39 11.515 3,598.8 2,713.2 442.86 11.511 13,831.4

1983 ........... 1,740.9 485.48 11.954 10,103.3 850.5 348.59 11.965 3,547.2 2,591.4 440.55 11.957 13,650.5

1984 ........... 1,730.1 501.63 12.038 10,447.2 836.8 359.14 12.057 3,623.4 2,566.9 455.18 12.043 14,070.6

1985 ........... 1,768.0 518.31 11.986 10,983.3 860.6 370.40 11.985 3,820.5 2,628.6 469.88 11.986 14,803.7

1986 ........... 1,807.4 532.76 11.982 11,537.6 888.0 379.88 11.972 4,038.5 2,695.4 482.39 11.979 15,576.0

1987 ........... 1,841.2 539.18 11.992 11,904.8 914.1 383.73 11.987 4,204.7 2,755.3 487.61 11.991 16,109.5

1988 ........... 1,866.8 563.21 11.992 12,609.0 940.5 400.06 11.988 4,510.3 2,807.3 508.55 11.991 17,119.3

1989 ........... 1,888.8 587.72 11.997 13,317.7 968.4 417.30 11.990 4,845.6 2,857.2 529.96 11.995 18,163.3

1990 ........... 1,932.8 617.60 11.989 14,312.0 1,014.0 438.92 11.978 5,331.1 2,946.8 556.12 11.986 19,643.1

1991 ........... 2,012.4 652.51 11.980 15,730.2 1,081.5 465.30 11.972 6,024.6 3,093.9 587.07 11.977 21,754.8

1992 ........... 2,146.0 676.43 11.957 17,357.1 1,188.3 484.43 11.944 6,875.3 3,334.3 608.01 11.953 24,232.4

1993 ........... 2,288.1 696.07 11.975 19,072.6 1,306.5 500.70 11.966 7,827.8 3,594.6 625.06 11.973 26,900.3

1994 ........... 2,415.4 715.06 11.980 20,690.8 1,427.7 517.04 11.968 8,834.7 3,843.1 641.50 11.976 29,525.5

1995 ........... 2,515.8 739.36 11.998 22,316.8 1,551.0 537.04 11.976 9,975.3 4,066.8 662.20 11.991 32,292.0

1996 ........... 2,611.1 762.55 11.974 23,840.8 1,681.9 556.94 11.951 11,194.5 4,293.0 682.00 11.966 35,035.3

1997 ........... 2,635.5 790.65 12.006 25,018.6 1,787.6 579.05 11.971 12,391.7 4,423.2 705.13 11.995 37,410.3

1998 ........... 2,699.1 809.97 11.996 26,224.8 1,897.7 596.62 11.980 13,563.7 4,596.8 721.89 11.990 39,788.4

1999 ........... 2,766.3 823.61 12.000 27,340.2 2,016.6 610.48 11.983 14,752.5 4,782.9 733.75 11.994 42,092.7

2000 ........... 2,828.1 848.30 11.992 28,769.6 2,131.4 632.82 11.977 16,154.5 4,959.5 755.70 11.986 44,924.0

2001-I......... 2,857.7 882.72 3.000 7,567.6 2,193.1 661.25 3.000 4,350.5 5,050.8 786.56 3.000 11,918.1

2001-II ....... 2,875.4 883.64 3.000 7,622.5 2,221.4 663.34 3.000 4,420.7 5,096.8 787.63 3.000 12,043.2

2001-III...... 2,894.0 886.13 3.000 7,693.3 2,250.3 665.77 3.000 4,494.6 5,144.3 789.74 3.000 12,188.0

2001-IV...... 2,911.2 889.31 3.000 7,766.9 2,278.0 668.61 3.000 4,569.4 5,189.2 792.42 3.000 12,336.2

2002-I......... 2,927.8 917.62 3.000 8,059.8 2,304.6 690.65 3.000 4,775.0 5,232.4 817.65 3.000 12,834.9

2002-II ....... 2,949.0 919.32 3.000 8,133.3 2,334.2 693.23 3.000 4,854.4 5,283.2 819.43 3.000 12,987.7

2002-III...... 2,971.2 922.25 3.000 8,220.6 2,364.4 695.91 3.000 4,936.1 5,335.5 821.95 3.000 13,156.7

2002-IV...... 2,991.9 925.84 3.000 8,310.1 2,393.3 698.98 3.000 5,018.5 5,385.2 825.02 3.000 13,328.6

2003-I......... 3,013.0 956.53 3.000 8,646.0 2,421.9 722.79 3.000 5,251.5 5,434.8 852.38 3.000 13,897.5

2003-II ....... 3,040.8 958.69 3.000 8,745.4 2,455.3 725.52 3.000 5,344.1 5,496.0 854.52 3.000 14,089.5

2003-III...... 3,069.4 962.04 3.000 8,858.8 2,489.3 728.35 3.000 5,439.2 5,558.7 857.39 3.000 14,297.9

2003-IV...... 3,096.6 966.03 3.000 8,974.2 2,522.0 731.56 3.000 5,534.9 5,618.5 860.78 3.000 14,509.0

2004-I......... 3,122.0 999.20 3.000 9,358.6 2,553.1 757.18 3.000 5,799.4 5,675.1 890.32 3.000 15,158.0

2004-II ....... 3,150.6 1,001.72 3.000 9,468.0 2,586.8 760.08 3.000 5,898.5 5,737.4 892.77 3.000 15,366.5

2004-III...... 3,180.0 1,005.48 3.000 9,592.4 2,621.1 763.05 3.000 6,000.1 5,801.1 895.95 3.000 15,592.5

2004-IV...... 3,207.9 1,009.89 3.000 9,718.9 2,654.1 766.39 3.000 6,102.1 5,862.0 899.64 3.000 15,821.0

2005-I......... 3,234.1 1,045.81 3.000 10,146.8 2,685.4 793.94 3.000 6,396.3 5,919.5 931.55 3.000 16,543.0

2005-II ....... 3,263.6 1,048.67 3.000 10,267.3 2,719.5 796.93 3.000 6,501.8 5,983.1 934.25 3.000 16,769.1

2005-III...... 3,294.0 1,052.80 3.000 10,403.9 2,754.2 799.97 3.000 6,609.9 6,048.3 937.67 3.000 17,013.8

2005-IV...... 3,322.9 1,057.57 3.000 10,542.5 2,787.5 803.40 3.000 6,718.4 6,110.4 941.62 3.000 17,260.9

2006-I......... 3,349.6 1,096.36 3.000 11,017.2 2,819.2 833.01 3.000 7,045.3 6,168.8 976.01 3.000 18,062.5

2006-II ....... 3,379.2 1,099.40 3.000 11,145.3 2,853.8 836.07 3.000 7,157.9 6,233.0 978.83 3.000 18,303.2

2006-III...... 3,409.8 1,103.74 3.000 11,290.5 2,889.1 839.18 3.000 7,273.3 6,298.8 982.39 3.000 18,563.8

2006-IV...... 3,438.7 1,108.71 3.000 11,437.5 2,922.9 842.69 3.000 7,389.2 6,361.5 986.49 3.000 18,826.7

2007-I......... 3,465.3 1,150.43 3.000 11,959.7 2,954.7 874.51 3.000 7,751.7 6,420.0 1,023.44 3.000 19,711.5

2007-II ....... 3,494.5 1,153.51 3.000 12,092.8 2,988.9 877.60 3.000 7,869.0 6,483.4 1,026.31 3.000 19,961.8

2007-III...... 3,524.7 1,157.94 3.000 12,244.3 3,023.7 880.74 3.000 7,989.4 6,548.5 1,029.95 3.000 20,233.8

2007-IV...... 3,553.3 1,163.05 3.000 12,397.9 3,057.1 884.31 3.000 8,110.4 6,610.4 1,034.14 3.000 20,508.2

2008-I......... 3,579.1 1,206.68 3.000 12,956.6 3,088.4 917.60 3.000 8,501.7 6,667.5 1,072.78 3.000 21,458.4

2008-II ....... 3,607.1 1,209.73 3.000 13,090.9 3,121.8 920.73 3.000 8,622.9 6,728.9 1,075.65 3.000 21,713.9

2008-III...... 3,636.2 1,214.24 3.000 13,245.6 3,155.9 923.93 3.000 8,747.6 6,792.1 1,079.35 3.000 21,993.2

2008-IV...... 3,663.5 1,219.48 3.000 13,402.7 3,188.5 927.60 3.000 8,873.0 6,852.0 1,083.65 3.000 22,275.7

2009-I......... 3,685.9 1,265.04 3.000 13,988.4 3,217.0 962.46 3.000 9,288.8 6,902.9 1,124.03 3.000 23,277.2

2009-II ....... 3,706.1 1,267.91 3.000 14,096.9 3,243.8 965.71 3.000 9,397.6 6,949.9 1,126.86 3.000 23,494.5

2009-III...... 3,727.5 1,272.49 3.000 14,229.5 3,271.4 969.04 3.000 9,510.4 6,998.9 1,130.65 3.000 23,740.0

2009-IV...... 3,747.1 1,277.94 3.000 14,365.9 3,297.5 972.93 3.000 9,624.9 7,044.7 1,135.17 3.000 23,990.7

2010-I......... 3,765.7 1,325.82 3.000 14,977.7 3,322.3 1,009.59 3.000 10,062.6 7,088.0 1,177.59 3.000 25,040.3

2010-II ....... 3,789.5 1,328.82 3.000 15,106.8 3,351.1 1,012.83 3.000 10,182.4 7,140.7 1,180.52 3.000 25,289.2

2010-III...... 3,814.6 1,333.58 3.000 15,261.3 3,380.8 1,016.15 3.000 10,306.4 7,195.5 1,184.43 3.000 25,567.6

2010-IV...... 3,837.9 1,339.23 3.000 15,419.5 3,408.9 1,020.05 3.000 10,431.9 7,246.8 1,189.09 3.000 25,851.4
DI Dollars

169

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of wives and husbands amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D13.—DI Current-Payment Benefits to Young Spouses of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Young wives of disabled workers Young husbands of disabled workers 1 Young spouses of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 367.5 $65.02 11.520 $275.2............ 367.5 $65.02 11.520 $275.2

1976........... 399.0 69.74 11.605 323.0............ 399.0 69.74 11.605 323.0

1977........... 410.5 75.62 11.680 362.5............ 410.5 75.62 11.680 362.5

1978........... 415.0 82.54 11.673 399.8............ 415.0 82.54 11.673 399.8

1979........... 404.2 93.08 11.506 432.8............ 404.2 93.08 11.506 432.8

1980........... 390.9 107.68 11.247 473.4......... (2) 390.9 107.68 11.247 473.4

1981........... 373.9 118.91 11.367 505.4 (3) $74.50 26.846 (2) 373.9 118.91 11.367 505.4

1982........... 320.9 126.72 11.567 470.4 (3) 7.00 ... (2) 320.9 126.72 11.567 470.4

1983........... 281.6 124.72 11.366 399.2 (3) 37.60 207.447 (2) 281.6 124.72 11.367 399.3

1984........... 225.4 119.54 12.141 327.1 2.9 73.27 11.607 $2.5 228.3 118.95 12.137 329.6

1985........... 225.6 120.51 12.074 328.2 3.6 74.77 11.960 3.2 229.1 119.80 12.073 331.4

1986........... 224.4 120.20 12.082 326.0 4.2 74.74 12.004 3.8 228.6 119.37 12.081 329.7

1987........... 215.9 118.04 12.119 308.9 4.6 75.97 11.957 4.2 220.5 117.16 12.116 313.1

1988........... 208.3 120.25 12.081 302.6 4.9 77.86 11.989 4.6 213.2 119.27 12.080 307.2

1989........... 201.2 123.34 12.058 299.2 5.0 81.55 11.985 4.9 206.2 122.33 12.057 304.1

1990........... 197.6 127.00 12.041 302.1 5.0 86.05 12.042 5.2 202.6 125.98 12.041 307.3

1991........... 197.2 131.84 12.042 313.0 5.3 90.84 12.038 5.8 202.5 130.76 12.042 318.9

1992........... 202.0 133.88 12.035 325.4 5.8 95.47 11.976 6.7 207.8 132.80 12.034 332.1

1993........... 206.0 134.80 12.053 334.7 6.1 97.71 12.122 7.2 212.1 133.73 12.054 342.0

1994........... 207.9 136.15 12.029 340.5 6.3 101.09 12.027 7.6 214.2 135.12 12.029 348.2

1995........... 205.5 139.03 12.027 343.6 6.3 103.88 12.014 7.9 211.8 137.98 12.027 351.5

1996........... 170.7 141.29 12.266 295.8 3.9 103.15 12.785 5.2 174.6 140.43 12.274 300.9

1997........... 157.4 146.32 12.022 276.8 3.6 106.58 12.045 4.6 160.9 145.44 12.022 281.4

1998........... 143.6 149.95 11.959 257.6 3.2 111.58 11.735 4.2 146.8 149.12 11.955 261.8

1999........... 127.3 153.23 12.017 234.5 2.5 115.87 12.007 3.5 129.9 152.50 12.017 238.0

2000........... 116.8 158.26 11.958 221.0 2.3 120.49 11.830 3.3 119.1 157.54 11.956 224.3

2001-I........ 111.5 165.94 3.000 55.5 2.1 126.72 3.000 .8 113.6 165.21 3.000 56.3

2001-II....... 110.1 164.76 3.000 54.4 2.1 126.59 3.000 .8 112.2 164.05 3.000 55.2

2001-III ..... 108.8 165.37 3.000 54.0 2.1 127.39 3.000 .8 110.9 164.66 3.000 54.8

2001-IV ..... 107.5 166.20 3.000 53.6 2.0 128.27 3.000 .8 109.5 165.50 3.000 54.4

2002-I........ 106.2 171.03 3.000 54.5 2.0 132.46 3.000 .8 108.2 170.31 3.000 55.3

2002-II....... 105.2 170.88 3.000 54.0 2.0 133.17 3.000 .8 107.2 170.18 3.000 54.7

2002-III ..... 104.3 171.59 3.000 53.7 2.0 134.09 3.000 .8 106.3 170.89 3.000 54.5

2002-IV ..... 103.3 172.53 3.000 53.5 2.0 135.08 3.000 .8 105.3 171.84 3.000 54.3

2003-I........ 102.4 177.81 3.000 54.6 1.9 139.67 3.000 .8 104.3 177.10 3.000 55.4

2003-II....... 101.7 177.75 3.000 54.2 1.9 140.45 3.000 .8 103.6 177.05 3.000 55.0

2003-III ..... 101.0 178.58 3.000 54.1 1.9 141.46 3.000 .8 103.0 177.89 3.000 54.9

2003-IV ..... 100.3 179.66 3.000 54.1 1.9 142.54 3.000 .8 102.3 178.97 3.000 54.9

2004-I........ 99.6 185.43 3.000 55.4 1.9 147.57 3.000 .8 101.5 184.72 3.000 56.3

2004-II....... 99.2 185.47 3.000 55.2 1.9 148.42 3.000 .8 101.1 184.78 3.000 56.0

2004-III ..... 98.8 186.44 3.000 55.3 1.9 149.50 3.000 .8 100.7 185.75 3.000 56.1

2004-IV ..... 98.3 187.66 3.000 55.4 1.9 150.63 3.000 .8 100.2 186.97 3.000 56.2

2005-I........ 97.9 193.97 3.000 56.9 1.9 156.07 3.000 .9 99.7 193.26 3.000 57.8

2005-II....... 97.7 194.10 3.000 56.9 1.9 156.90 3.000 .9 99.5 193.40 3.000 57.7

2005-III ..... 97.5 195.19 3.000 57.1 1.9 158.00 3.000 .9 99.3 194.50 3.000 58.0

2005-IV ..... 97.2 196.54 3.000 57.3 1.9 159.16 3.000 .9 99.1 195.84 3.000 58.2

2006-I........ 96.9 203.40 3.000 59.1 1.9 165.03 3.000 .9 98.8 202.68 3.000 60.1

2006-II....... 96.9 203.59 3.000 59.2 1.9 165.89 3.000 .9 98.8 202.88 3.000 60.1

2006-III ..... 96.9 204.78 3.000 59.5 1.9 167.00 3.000 .9 98.8 204.06 3.000 60.5

2006-IV ..... 96.8 206.21 3.000 59.9 1.9 168.19 3.000 .9 98.7 205.50 3.000 60.8

2007-I........ 96.7 213.63 3.000 62.0 1.9 174.51 3.000 1.0 98.6 212.88 3.000 63.0

2007-II....... 96.8 213.82 3.000 62.1 1.9 175.35 3.000 1.0 98.7 213.10 3.000 63.1

2007-III ..... 97.0 215.06 3.000 62.6 1.9 176.46 3.000 1.0 98.9 214.33 3.000 63.6

2007-IV ..... 97.0 216.56 3.000 63.0 1.9 177.63 3.000 1.0 98.9 215.82 3.000 64.0

2008-I........ 97.0 224.32 3.000 65.3 1.9 184.26 3.000 1.0 98.9 223.56 3.000 66.3

2008-II....... 97.3 224.51 3.000 65.5 1.9 185.09 3.000 1.0 99.2 223.76 3.000 66.6

2008-III ..... 97.6 225.79 3.000 66.1 1.9 186.20 3.000 1.1 99.5 225.03 3.000 67.2

2008-IV ..... 97.8 227.33 3.000 66.7 1.9 187.35 3.000 1.1 99.7 226.57 3.000 67.7

2009-I........ 97.9 235.46 3.000 69.1 1.9 194.26 3.000 1.1 99.8 234.67 3.000 70.2

2009-II....... 98.3 235.63 3.000 69.5 1.9 195.09 3.000 1.1 100.2 234.85 3.000 70.6

2009-III ..... 98.6 236.94 3.000 70.1 1.9 196.17 3.000 1.1 100.6 236.16 3.000 71.2

2009-IV ..... 98.9 238.53 3.000 70.8 1.9 197.34 3.000 1.1 100.8 237.74 3.000 71.9

2010-I........ 99.1 247.03 3.000 73.5 1.9 204.54 3.000 1.2 101.1 246.22 3.000 74.7

2010-II....... 99.6 247.18 3.000 73.9 1.9 205.30 3.000 1.2 101.6 246.38 3.000 75.1

2010-III ..... 100.1 248.53 3.000 74.6 2.0 206.36 3.000 1.2 102.1 247.73 3.000 75.9

2010-IV ..... 100.5 250.18 3.000 75.4 2.0 207.49 3.000 1.2 102.4 249.37 3.000 76.6

1 This benefit was not paid until October 17, 1980. 2 Less than $50,000. 3 Fewer than 50.
Benefit Payments

170

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of wives and husbands amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D14.—DI Current-Payment Benefits to Aged Spouses of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Aged wives of disabled workers Aged husbands of disabled workers Aged spouses of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 60.8 $81.11 11.490 $56.7 0.5 $61.62 11.721 $0.4 61.4 $80.94 11.492 $57.1

1976 ........... 68.6 86.32 11.425 67.6 .5 64.29 12.006 .4 69.1 86.14 11.428 68.1

1977 ........... 70.8 92.16 11.707 76.3 .6 67.62 17.634 .7 71.4 91.95 11.744 77.1

1978 ........... 74.2 98.14 11.769 85.7 2.2 81.06 11.336 2.0 76.4 97.65 11.759 87.7

1979 ........... 76.4 109.42 11.296 94.4 2.2 85.46 11.513 2.2 78.6 108.74 11.301 96.6

1980 ........... 74.5 125.45 11.267 105.3 2.2 93.92 11.303 2.3 76.7 124.56 11.268 107.6

1981 ........... 74.3 138.43 11.416 117.4 2.1 101.23 11.329 2.4 76.4 137.41 11.414 119.8

1982 ........... 76.6 147.81 11.254 127.5 1.9 105.40 11.374 2.3 78.6 146.76 11.256 129.8

1983 ........... 73.8 146.38 12.017 129.8 1.8 101.38 11.811 2.1 75.6 145.32 12.014 131.9

1984 ........... 74.8 152.02 12.012 136.6 1.6 99.02 12.085 2.0 76.4 150.88 12.013 138.5

1985 ........... 73.9 158.29 12.006 140.5 1.6 99.57 12.049 1.9 75.5 157.07 12.007 142.3

1986 ........... 73.9 163.96 12.015 145.6 1.5 101.65 12.051 1.8 75.4 162.73 12.015 147.5

1987 ........... 73.6 166.85 11.973 147.1 1.4 102.06 12.106 1.8 75.1 165.62 11.974 148.9

1988 ........... 71.9 174.86 11.997 150.8 1.4 104.56 11.973 1.8 73.3 173.48 11.996 152.6

1989 ........... 68.5 183.40 12.038 151.3 1.4 106.63 11.949 1.8 69.9 181.85 12.037 153.1

1990 ........... 65.5 193.88 11.995 152.4 1.4 111.66 12.088 1.8 66.9 192.21 11.996 154.2

1991 ........... 62.2 204.80 12.002 152.9 1.3 122.02 12.039 1.9 63.5 203.08 12.003 154.9

1992 ........... 60.3 214.00 12.004 154.9 1.4 129.78 11.857 2.1 61.7 212.10 12.002 157.1

1993 ........... 58.7 221.70 12.016 156.3 1.5 134.82 11.984 2.3 60.1 219.60 12.016 158.6

1994 ........... 57.1 228.37 12.027 156.8 1.5 140.12 11.943 2.6 58.6 226.06 12.026 159.4

1995 ........... 55.1 238.24 12.017 157.8 1.5 147.42 12.078 2.8 56.7 235.76 12.018 160.5

1996 ........... 52.7 247.39 12.037 156.9 1.6 157.86 11.833 3.1 54.3 244.68 12.033 159.9

1997 ........... 51.3 254.04 12.009 156.6 1.7 162.09 11.997 3.3 53.0 251.13 12.009 159.8

1998 ........... 51.1 257.68 11.994 158.0 1.7 169.45 11.949 3.4 52.8 254.85 11.993 161.4

1999 ........... 50.5 259.11 12.004 156.9 1.8 171.47 12.058 3.6 52.2 256.15 12.005 160.6

2000 ........... 49.9 265.06 11.957 158.2 1.9 179.37 11.959 4.0 51.8 261.99 11.957 162.2

2001-I......... 49.2 274.42 3.000 40.5 1.9 188.78 3.000 1.1 51.1 271.23 3.000 41.6

2001-II ....... 49.2 274.71 3.000 40.6 1.9 190.11 3.000 1.1 51.2 271.53 3.000 41.7

2001-III...... 49.3 275.00 3.000 40.7 1.9 190.45 3.000 1.1 51.2 271.79 3.000 41.8

2001-IV...... 49.2 275.36 3.000 40.7 2.0 190.87 3.000 1.1 51.2 272.11 3.000 41.8

2002-I......... 49.1 283.51 3.000 41.8 2.0 196.27 3.000 1.2 51.1 280.13 3.000 42.9

2002-II ....... 49.3 284.14 3.000 42.0 2.0 196.05 3.000 1.2 51.3 280.70 3.000 43.2

2002-III...... 49.5 284.85 3.000 42.3 2.0 196.09 3.000 1.2 51.5 281.37 3.000 43.5

2002-IV...... 49.5 285.61 3.000 42.4 2.0 196.56 3.000 1.2 51.5 282.09 3.000 43.6

2003-I......... 49.5 294.73 3.000 43.7 2.0 202.64 3.000 1.2 51.5 291.07 3.000 45.0

2003-II ....... 49.7 295.76 3.000 44.1 2.1 202.69 3.000 1.3 51.8 292.04 3.000 45.4

2003-III...... 50.0 296.86 3.000 44.5 2.1 203.00 3.000 1.3 52.1 293.09 3.000 45.8

2003-IV...... 50.1 297.99 3.000 44.8 2.1 203.73 3.000 1.3 52.2 294.17 3.000 46.1

2004-I......... 50.1 308.14 3.000 46.3 2.1 210.37 3.000 1.3 52.2 304.16 3.000 47.7

2004-II ....... 50.5 309.53 3.000 46.9 2.1 210.64 3.000 1.4 52.6 305.50 3.000 48.2

2004-III...... 50.8 310.96 3.000 47.4 2.2 211.17 3.000 1.4 53.0 306.88 3.000 48.8

2004-IV...... 51.0 312.37 3.000 47.8 2.2 212.04 3.000 1.4 53.2 308.25 3.000 49.2

2005-I......... 51.1 323.52 3.000 49.6 2.2 219.26 3.000 1.4 53.3 319.22 3.000 51.1

2005-II ....... 51.6 325.14 3.000 50.3 2.2 219.61 3.000 1.5 53.8 320.79 3.000 51.8

2005-III...... 52.0 326.74 3.000 51.0 2.2 220.21 3.000 1.5 54.3 322.34 3.000 52.5

2005-IV...... 52.3 328.28 3.000 51.5 2.3 221.22 3.000 1.5 54.6 323.85 3.000 53.0

2006-I......... 52.5 340.34 3.000 53.6 2.3 229.02 3.000 1.6 54.7 335.72 3.000 55.1

2006-II ....... 53.0 342.00 3.000 54.4 2.3 229.41 3.000 1.6 55.3 337.32 3.000 56.0

2006-III...... 53.5 343.58 3.000 55.1 2.3 230.01 3.000 1.6 55.8 338.86 3.000 56.7

2006-IV...... 53.7 345.07 3.000 55.6 2.3 231.08 3.000 1.6 56.1 340.31 3.000 57.3

2007-I......... 53.9 357.93 3.000 57.9 2.4 239.56 3.000 1.7 56.3 352.97 3.000 59.6

2007-II ....... 54.5 359.50 3.000 58.8 2.4 240.03 3.000 1.7 56.9 354.50 3.000 60.5

2007-III...... 55.0 360.99 3.000 59.5 2.4 240.70 3.000 1.7 57.4 355.95 3.000 61.3

2007-IV...... 55.3 362.38 3.000 60.1 2.4 241.81 3.000 1.8 57.7 357.32 3.000 61.9

2008-I......... 55.5 375.70 3.000 62.5 2.4 250.64 3.000 1.8 57.9 370.44 3.000 64.4

2008-II ....... 56.0 377.17 3.000 63.4 2.5 251.06 3.000 1.9 58.5 371.86 3.000 65.3

2008-III...... 56.6 378.58 3.000 64.2 2.5 251.71 3.000 1.9 59.0 373.23 3.000 66.1

2008-IV...... 56.9 379.89 3.000 64.8 2.5 252.89 3.000 1.9 59.4 374.53 3.000 66.7

2009-I......... 57.1 393.73 3.000 67.4 2.5 262.15 3.000 2.0 59.6 388.16 3.000 69.4

2009-II ....... 57.7 395.14 3.000 68.4 2.5 262.58 3.000 2.0 60.2 389.54 3.000 70.4

2009-III...... 58.2 396.51 3.000 69.2 2.6 263.24 3.000 2.0 60.8 390.87 3.000 71.3

2009-IV...... 58.5 397.78 3.000 69.8 2.6 264.42 3.000 2.1 61.1 392.13 3.000 71.9

2010-I......... 58.8 412.19 3.000 72.7 2.6 274.07 3.000 2.1 61.4 406.33 3.000 74.8

2010-II ....... 59.4 413.62 3.000 73.7 2.6 274.55 3.000 2.2 62.0 407.72 3.000 75.9

2010-III...... 59.9 415.00 3.000 74.6 2.7 275.28 3.000 2.2 62.6 409.08 3.000 76.8

2010-IV...... 60.3 416.31 3.000 75.3 2.7 276.52 3.000 2.2 63.0 410.38 3.000 77.5
DI Dollars

171

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D15.—DI Current-Payment Benefits to Total Spouses of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Total wives of disabled workers Total husbands of disabled workers Total spouses of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 428.3 $67.31 11.514 $331.9 0.5 $61.62 11.721 $0.4 428.8 $67.30 11.515 $332.3

1976........... 467.6 72.17 11.574 390.6 .5 64.29 12.006 .4 468.2 72.16 11.574 391.0

1977........... 481.2 78.05 11.684 438.9 .6 67.62 17.634 .7 481.9 78.04 11.691 439.6

1978........... 489.2 84.91 11.690 485.5 2.2 81.06 11.336 2.0 491.3 84.89 11.688 487.5

1979........... 480.6 95.68 11.468 527.3 2.2 85.46 11.513 2.2 482.8 95.63 11.468 529.5

1980........... 465.4 110.52 11.251 578.7 2.2 93.92 11.303 2.3 467.6 110.45 11.251 581.0

1981........... 448.2 122.15 11.376 622.8 2.1 101.21 11.340 2.4 450.3 122.05 11.376 625.2

1982........... 397.5 130.79 11.499 597.9 1.9 105.35 11.374 2.3 399.5 130.66 11.498 600.2

1983........... 355.4 129.22 11.519 529.0 1.8 101.20 12.014 2.2 357.2 129.08 11.521 531.2

1984........... 300.2 127.63 12.103 463.7 4.6 82.50 11.813 4.5 304.7 126.96 12.100 468.1

1985........... 299.5 129.84 12.053 468.6 5.1 82.34 11.993 5.1 304.6 129.04 12.053 473.7

1986........... 298.4 131.04 12.061 471.6 5.7 81.81 12.019 5.6 304.0 130.12 12.061 477.2

1987........... 289.6 130.45 12.071 456.0 6.0 82.17 12.001 5.9 295.6 129.47 12.070 461.9

1988........... 280.2 134.26 12.053 453.4 6.4 83.91 11.985 6.4 286.6 133.15 12.052 459.8

1989........... 269.7 138.60 12.051 450.5 6.4 87.07 11.975 6.7 276.1 137.41 12.050 457.2

1990........... 263.1 143.66 12.025 454.5 6.4 91.50 12.054 7.0 269.5 142.42 12.026 461.5

1991........... 259.4 149.34 12.029 466.0 6.6 97.03 12.038 7.8 266.0 148.04 12.029 473.8

1992........... 262.3 152.31 12.025 480.3 7.2 102.08 11.947 8.8 269.5 150.96 12.024 489.1

1993........... 264.7 154.06 12.041 491.0 7.6 104.84 12.088 9.6 272.2 152.69 12.042 500.6

1994........... 265.0 156.02 12.029 497.3 7.8 108.77 12.006 10.2 272.8 154.66 12.028 507.5

1995........... 260.6 160.01 12.024 501.4 7.9 112.43 12.031 10.6 268.5 158.62 12.024 512.0

1996........... 223.3 166.32 12.185 452.6 5.6 119.30 12.414 8.3 228.9 165.17 12.189 460.9

1997........... 208.7 172.81 12.017 433.4 5.3 124.33 12.025 7.9 213.9 171.62 12.018 441.2

1998........... 194.8 178.22 11.972 415.6 4.9 131.65 11.830 7.6 199.7 177.08 11.969 423.2

1999........... 177.8 183.28 12.012 391.4 4.3 138.61 12.032 7.2 182.1 182.22 12.012 398.6

2000........... 166.7 190.24 11.958 379.2 4.1 146.86 11.901 7.2 170.8 189.19 11.957 386.4

2001-I........ 160.7 199.16 3.000 96.0 4.0 156.19 3.000 1.9 164.7 198.11 3.000 97.9

2001-II....... 159.4 198.74 3.000 95.0 4.0 157.11 3.000 1.9 163.4 197.72 3.000 96.9

2001-III ..... 158.1 199.55 3.000 94.6 4.0 158.04 3.000 1.9 162.1 198.52 3.000 96.5

2001-IV ..... 156.7 200.48 3.000 94.3 4.0 159.02 3.000 1.9 160.7 199.45 3.000 96.2

2002-I........ 155.3 206.59 3.000 96.3 4.0 164.10 3.000 2.0 159.3 205.52 3.000 98.2

2002-II....... 154.5 207.01 3.000 96.0 4.0 164.65 3.000 2.0 158.5 205.94 3.000 97.9

2002-III ..... 153.8 208.02 3.000 96.0 4.0 165.41 3.000 2.0 157.8 206.94 3.000 97.9

2002-IV ..... 152.8 209.16 3.000 95.9 4.0 166.40 3.000 2.0 156.8 208.07 3.000 97.9

2003-I........ 151.8 215.90 3.000 98.4 4.0 171.97 3.000 2.1 155.8 214.77 3.000 100.4

2003-II....... 151.4 216.51 3.000 98.4 4.0 172.61 3.000 2.1 155.4 215.38 3.000 100.4

2003-III ..... 151.0 217.72 3.000 98.6 4.0 173.52 3.000 2.1 155.0 216.58 3.000 100.7

2003-IV ..... 150.4 219.05 3.000 98.8 4.0 174.63 3.000 2.1 154.4 217.89 3.000 101.0

2004-I........ 149.8 226.49 3.000 101.8 4.0 180.70 3.000 2.2 153.8 225.29 3.000 103.9

2004-II....... 149.7 227.31 3.000 102.1 4.0 181.46 3.000 2.2 153.7 226.11 3.000 104.3

2004-III ..... 149.6 228.74 3.000 102.7 4.1 182.44 3.000 2.2 153.7 227.52 3.000 104.9

2004-IV ..... 149.3 230.26 3.000 103.2 4.1 183.61 3.000 2.2 153.4 229.02 3.000 105.4

2005-I........ 149.0 238.43 3.000 106.6 4.1 190.17 3.000 2.3 153.1 237.14 3.000 108.9

2005-II....... 149.3 239.41 3.000 107.2 4.1 190.92 3.000 2.3 153.4 238.11 3.000 109.5

2005-III ..... 149.5 240.99 3.000 108.1 4.1 191.91 3.000 2.4 153.6 239.67 3.000 110.5

2005-IV ..... 149.5 242.63 3.000 108.8 4.1 193.12 3.000 2.4 153.6 241.30 3.000 111.2

2006-I........ 149.4 251.50 3.000 112.7 4.1 200.15 3.000 2.5 153.5 250.12 3.000 115.2

2006-II....... 149.9 252.52 3.000 113.6 4.2 200.92 3.000 2.5 154.1 251.13 3.000 116.1

2006-III ..... 150.4 254.13 3.000 114.6 4.2 201.93 3.000 2.5 154.6 252.71 3.000 117.2

2006-IV ..... 150.6 255.78 3.000 115.5 4.2 203.19 3.000 2.6 154.8 254.35 3.000 118.1

2007-I........ 150.6 265.29 3.000 119.9 4.2 210.84 3.000 2.7 154.9 263.81 3.000 122.6

2007-II....... 151.3 266.27 3.000 120.9 4.3 211.57 3.000 2.7 155.6 264.78 3.000 123.6

2007-III ..... 152.0 267.85 3.000 122.1 4.3 212.54 3.000 2.7 156.2 266.34 3.000 124.8

2007-IV ..... 152.3 269.48 3.000 123.1 4.3 213.78 3.000 2.8 156.6 267.95 3.000 125.9

2008-I........ 152.5 279.38 3.000 127.8 4.3 221.72 3.000 2.9 156.8 277.80 3.000 130.7

2008-II....... 153.4 280.30 3.000 129.0 4.4 222.39 3.000 2.9 157.7 278.70 3.000 131.9

2008-III ..... 154.1 281.84 3.000 130.3 4.4 223.35 3.000 2.9 158.5 280.23 3.000 133.3

2008-IV ..... 154.6 283.44 3.000 131.5 4.4 224.63 3.000 3.0 159.0 281.81 3.000 134.5

2009-I........ 155.0 293.76 3.000 136.6 4.4 232.95 3.000 3.1 159.4 292.07 3.000 139.7

2009-II....... 155.9 294.62 3.000 137.8 4.5 233.63 3.000 3.1 160.4 292.93 3.000 141.0

2009-III ..... 156.8 296.15 3.000 139.3 4.5 234.55 3.000 3.2 161.3 294.43 3.000 142.5

2009-IV ..... 157.4 297.73 3.000 140.6 4.5 235.79 3.000 3.2 162.0 296.01 3.000 143.8

2010-I........ 157.9 308.49 3.000 146.1 4.5 244.44 3.000 3.3 162.4 306.70 3.000 149.5

2010-II....... 159.0 309.34 3.000 147.6 4.6 245.11 3.000 3.4 163.6 307.54 3.000 150.9

2010-III ..... 160.1 310.88 3.000 149.3 4.6 246.02 3.000 3.4 164.7 309.06 3.000 152.7

2010-IV ..... 160.8 312.49 3.000 150.7 4.6 247.26 3.000 3.4 165.4 310.66 3.000 154.2
172

Benefit Payments

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D16.—DI Current-Payment Benefits to Children of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Minor children of disabled workers Disabled children of disabled workers Student children of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 1,179.6 $58.50 11.471 $791.6 22.1 $84.52 11.569 $21.6 131.1 $87.28 11.239 $128.7

1976 ........... 1,281.1 63.22 11.553 935.7 25.9 89.83 11.510 26.8 155.1 93.38 11.579 167.7

1977 ........... 1,302.2 69.66 11.642 1,056.1 28.2 96.22 11.665 31.6 165.6 101.57 11.726 197.3

1978 ........... 1,311.1 77.29 11.617 1,177.2 30.6 104.51 11.649 37.3 169.8 111.23 11.557 218.3

1979 ........... 1,270.0 88.69 11.436 1,288.1 31.7 116.66 11.490 42.5 164.4 126.86 11.420 238.2

1980 ........... 1,213.3 104.28 11.214 1,418.9 32.4 135.50 11.246 49.4 157.4 150.05 11.175 264.0

1981 ........... 1,149.7 116.29 11.317 1,513.1 33.0 151.38 11.372 56.8 167.3 169.08 10.880 307.8

1982 ........... 984.1 125.36 11.529 1,422.4 31.7 164.40 11.439 59.7 55.3 168.42 20.962 195.1

1983 ........... 877.3 125.11 11.985 1,315.5 29.8 165.18 12.015 59.1 37.0 176.71 16.593 108.4

1984 ........... 851.0 132.30 12.074 1,359.4 30.6 172.31 12.014 63.3 35.6 188.10 11.591 77.6

1985 ........... 877.5 135.30 11.985 1,423.0 32.2 177.91 11.976 68.6 30.6 197.68 9.789 59.2

1986 ........... 906.9 137.06 11.983 1,489.5 33.9 183.39 11.983 74.5 31.9 204.78 9.116 59.6

1987 ........... 916.2 137.11 12.006 1,508.3 35.1 187.02 11.981 78.6 32.3 209.98 9.324 63.2

1988 ........... 913.5 141.30 12.017 1,551.2 35.7 195.94 11.998 83.9 34.3 221.78 9.062 68.9

1989 ........... 901.4 145.38 12.033 1,576.8 35.9 206.53 12.016 89.0 34.7 236.90 8.927 73.3

1990 ........... 916.0 150.32 12.009 1,653.6 36.5 218.72 11.993 95.9 35.4 242.20 9.297 79.8

1991 ........... 955.7 157.18 11.997 1,802.2 37.8 231.54 11.989 105.1 34.2 251.73 9.540 82.0

1992 ........... 1,037.4 160.72 11.973 1,996.1 40.1 240.28 11.974 115.5 34.4 258.46 9.905 88.0

1993 ........... 1,132.4 163.47 12.001 2,221.4 43.8 246.27 11.966 129.1 39.6 262.25 9.516 98.8

1994 ........... 1,230.4 166.61 11.979 2,455.6 46.9 253.17 11.994 142.3 41.3 267.58 9.455 104.5

1995 ........... 1,303.6 171.91 11.999 2,688.9 49.4 261.81 12.014 155.4 43.2 275.88 9.612 114.4

1996 ........... 1,362.8 181.19 11.918 2,942.8 51.7 272.38 11.981 168.6 40.8 288.75 10.748 126.8

1997 ........... 1,356.8 189.43 12.009 3,086.5 52.4 284.06 12.019 178.9 41.0 301.56 10.343 127.8

1998 ........... 1,357.9 196.50 12.003 3,202.7 53.5 294.44 12.009 189.2 41.8 310.16 10.145 131.7

1999 ........... 1,368.9 202.74 11.998 3,329.9 54.9 301.26 12.042 199.2 43.7 313.98 10.138 139.1

2000 ........... 1,377.1 210.68 12.008 3,483.8 56.0 312.64 12.024 210.6 42.6 322.79 10.578 145.6

2001-I......... 1,375.5 220.78 3.000 911.0 56.9 325.48 3.000 55.5 41.1 339.04 3.050 42.5

2001-II ....... 1,378.6 221.06 3.000 914.3 57.2 325.44 3.000 55.8 50.1 346.26 3.350 58.2

2001-III...... 1,381.6 222.19 3.000 920.9 57.5 326.13 3.000 56.3 36.3 346.62 2.100 26.4

2001-IV...... 1,383.2 223.60 3.000 927.9 57.8 327.08 3.000 56.7 26.5 345.81 3.100 28.4

2002-I......... 1,384.4 230.40 3.000 956.9 58.0 336.68 3.000 58.6 39.7 363.38 3.050 44.0

2002-II ....... 1,389.7 230.73 3.000 962.0 58.3 337.05 3.000 59.0 50.0 366.45 3.350 61.4

2002-III...... 1,394.8 231.89 3.000 970.3 58.6 337.85 3.000 59.4 36.7 364.36 2.100 28.1

2002-IV...... 1,398.4 233.38 3.000 979.1 58.9 338.94 3.000 59.9 27.1 362.46 3.100 30.5

2003-I......... 1,401.3 240.77 3.000 1,012.2 59.1 349.35 3.000 61.9 40.9 381.37 3.050 47.6

2003-II ....... 1,408.1 241.17 3.000 1,018.8 59.4 349.88 3.000 62.3 51.6 384.72 3.350 66.5

2003-III...... 1,414.6 242.45 3.000 1,028.9 59.7 350.84 3.000 62.8 37.9 382.73 2.100 30.4

2003-IV...... 1,419.6 244.09 3.000 1,039.5 59.9 352.11 3.000 63.3 28.0 381.02 3.100 33.1

2004-I......... 1,423.6 252.12 3.000 1,076.8 60.1 363.42 3.000 65.5 42.3 401.45 3.050 51.8

2004-II ....... 1,431.7 252.62 3.000 1,085.0 60.4 364.10 3.000 66.0 53.3 405.02 3.350 72.4

2004-III...... 1,439.4 254.02 3.000 1,096.9 60.7 365.23 3.000 66.6 39.1 402.89 2.100 33.1

2004-IV...... 1,445.4 255.79 3.000 1,109.1 61.0 366.67 3.000 67.1 28.9 401.00 3.100 36.0

2005-I......... 1,450.6 264.51 3.000 1,151.1 61.3 378.92 3.000 69.6 43.7 422.82 3.050 56.4

2005-II ....... 1,460.0 265.08 3.000 1,161.0 61.6 379.74 3.000 70.2 55.1 426.40 3.350 78.8

2005-III...... 1,469.1 266.58 3.000 1,174.9 62.0 381.02 3.000 70.9 40.4 423.91 2.100 36.0

2005-IV...... 1,476.3 268.45 3.000 1,188.9 62.3 382.60 3.000 71.5 30.0 421.61 3.100 39.2

2006-I......... 1,482.5 277.89 3.000 1,236.0 62.6 395.84 3.000 74.3 45.2 444.70 3.050 61.4

2006-II ....... 1,493.1 278.48 3.000 1,247.4 63.0 396.76 3.000 75.0 57.1 448.13 3.350 85.7

2006-III...... 1,503.3 280.04 3.000 1,262.9 63.4 398.15 3.000 75.7 41.9 445.09 2.100 39.1

2006-IV...... 1,511.5 281.97 3.000 1,278.6 63.8 399.84 3.000 76.5 31.0 442.14 3.100 42.5

2007-I......... 1,518.6 292.13 3.000 1,330.9 64.1 414.10 3.000 79.6 46.8 466.43 3.050 66.5

2007-II ....... 1,529.9 292.69 3.000 1,343.3 64.5 415.07 3.000 80.3 58.9 469.74 3.350 92.7

2007-III...... 1,540.7 294.27 3.000 1,360.1 64.9 416.53 3.000 81.1 43.2 466.26 2.100 42.3

2007-IV...... 1,549.5 296.25 3.000 1,377.1 65.3 418.30 3.000 82.0 31.9 462.85 3.100 45.8

2008-I......... 1,557.1 306.85 3.000 1,433.4 65.6 433.21 3.000 85.3 48.2 488.07 3.050 71.7

2008-II ....... 1,569.1 307.37 3.000 1,446.9 66.1 434.24 3.000 86.1 60.7 491.44 3.350 99.9

2008-III...... 1,580.6 308.97 3.000 1,465.1 66.6 435.75 3.000 87.0 44.5 487.70 2.100 45.5

2008-IV...... 1,590.0 310.98 3.000 1,483.4 67.0 437.60 3.000 87.9 32.9 484.04 3.100 49.4

2009-I......... 1,598.2 322.05 3.000 1,544.1 67.3 453.19 3.000 91.5 49.6 510.35 3.050 77.2

2009-II ....... 1,610.8 322.53 3.000 1,558.6 67.8 454.25 3.000 92.4 62.5 513.83 3.350 107.5

2009-III...... 1,622.8 324.15 3.000 1,578.1 68.3 455.82 3.000 93.4 45.8 509.88 2.100 49.0

2009-IV...... 1,632.8 326.20 3.000 1,597.8 68.7 457.74 3.000 94.4 33.9 505.99 3.100 53.1

2010-I......... 1,641.4 337.75 3.000 1,663.2 69.1 474.03 3.000 98.3 51.1 533.47 3.050 83.1

2010-II ....... 1,654.7 338.20 3.000 1,678.9 69.6 475.13 3.000 99.3 64.3 537.11 3.350 115.8

2010-III...... 1,667.5 339.85 3.000 1,700.1 70.2 476.77 3.000 100.3 47.1 533.01 2.100 52.8

2010-IV...... 1,678.0 341.95 3.000 1,721.4 70.6 478.77 3.000 101.4 34.9 529.00 3.100 57.2
DI Dollars

173

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status

at midpoint of period. Future rates projected based on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and

average benefit in current-payment status at midpoint of period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D17.—DI Current-Payment Benefits to Total Children of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar period

Total children of disabled workers

In current-payment status

at midpoint of period

Total current-payment benefits

during period

Number

Average

benefit Rate Amount

1975 .............................. 1,332.9 $61.76 11.441 $941.9

1976 .............................. 1,462.1 66.89 11.556 1,130.2

1977 .............................. 1,496.0 73.69 11.655 1,285.0

1978 .............................. 1,511.6 81.66 11.609 1,432.8

1979 .............................. 1,466.1 93.58 11.435 1,568.9

1980 .............................. 1,403.2 110.14 11.209 1,732.3

1981 .............................. 1,350.0 123.69 11.244 1,877.6

1982 .............................. 1,071.1 128.74 12.163 1,677.1

1983 .............................. 944.1 128.39 12.235 1,483.0

1984 .............................. 917.2 135.80 12.046 1,500.3

1985 .............................. 940.3 138.79 11.883 1,550.8

1986 .............................. 972.7 140.90 11.847 1,623.6

1987 .............................. 983.6 141.28 11.874 1,650.0

1988 .............................. 983.5 146.09 11.860 1,704.0

1989 .............................. 971.9 150.90 11.858 1,739.2

1990 .............................. 988.0 156.15 11.857 1,829.2

1991 .............................. 1,027.7 163.06 11.870 1,989.2

1992 .............................. 1,111.9 166.61 11.874 2,199.6

1993 .............................. 1,215.8 169.67 11.874 2,449.4

1994 .............................. 1,318.6 172.85 11.857 2,702.4

1995 .............................. 1,396.1 178.31 11.886 2,958.8

1996 .............................. 1,455.3 187.44 11.870 3,238.1

1997 .............................. 1,450.2 196.02 11.937 3,393.3

1998 .............................. 1,453.3 203.38 11.921 3,523.6

1999 .............................. 1,467.5 209.74 11.918 3,668.2

2000 1,475.8 217.79 11.947 3,840.0

2001-I............................ 1,473.4 228.14 3.002 1,009.0

2001-II .......................... 1,485.9 229.30 3.018 1,028.2

2001-III ......................... 1,475.4 229.32 2.966 1,003.6

2001-IV......................... 1,467.5 229.89 3.003 1,013.0

2002-I............................ 1,482.1 238.13 3.002 1,059.5

2002-II .......................... 1,498.1 239.40 3.018 1,082.4

2002-III ......................... 1,490.1 239.34 2.966 1,057.8

2002-IV......................... 1,484.5 239.94 3.003 1,069.5

2003-I............................ 1,501.3 248.88 3.002 1,121.7

2003-II .......................... 1,519.1 250.30 3.018 1,147.7

2003-III ......................... 1,512.2 250.26 2.965 1,122.2

2003-IV......................... 1,507.5 250.94 3.003 1,135.9

2004-I............................ 1,526.0 260.65 3.002 1,194.1

2004-II .......................... 1,545.4 262.24 3.019 1,223.4

2004-III ......................... 1,539.2 262.22 2.965 1,196.5

2004-IV......................... 1,535.4 262.94 3.003 1,212.2

2005-I............................ 1,555.5 273.47 3.002 1,277.1

2005-II .......................... 1,576.8 275.20 3.019 1,310.0

2005-III ......................... 1,571.5 275.17 2.964 1,281.7

2005-IV......................... 1,568.5 275.93 3.003 1,299.6

2006-I............................ 1,590.4 287.28 3.002 1,371.6

2006-II .......................... 1,613.2 289.10 3.019 1,408.1

2006-III ......................... 1,608.5 289.02 2.964 1,377.8

2006-IV......................... 1,606.3 289.76 3.003 1,397.6

2007-I............................ 1,629.4 301.93 3.002 1,477.0

2007-II .......................... 1,653.3 303.77 3.019 1,516.3

2007-III ......................... 1,648.7 303.63 2.963 1,483.5

2007-IV......................... 1,646.7 304.33 3.003 1,504.8

2008-I............................ 1,670.9 317.04 3.002 1,590.4

2008-II .......................... 1,695.9 318.90 3.019 1,632.9

2008-III ......................... 1,691.6 318.69 2.963 1,597.6

2008-IV......................... 1,689.9 319.38 3.003 1,620.7

2009-I............................ 1,715.1 332.64 3.002 1,712.8

2009-II .......................... 1,741.1 334.53 3.019 1,758.6

2009-III ......................... 1,736.9 334.26 2.963 1,720.5

2009-IV......................... 1,735.3 334.93 3.003 1,745.3

2010-I............................ 1,761.6 348.77 3.002 1,844.6

2010-II .......................... 1,788.7 350.69 3.019 1,894.0

2010-III ......................... 1,784.8 350.38 2.963 1,853.2

2010-IV......................... 1,783.5 351.04 3.003 1,880.1
Benefit Payments

174

Sources: 

• Number and average benefit shown earlier.

• Historical average number of months of retroactivity based on SSA administrative records. Future months of retroactivity projected based on historical trend.

• Benefit increase factor computed as 1 divided by sum of (a) 1, and (b) general benefit increase occurring in that period times number of months for which that increase did not

apply divided by 12 (for years) or 3 (for quarters).

• All other factors computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit times average number of months of retroactivity times benefit increase factor.

• Historical total non-current-payment benefits computed by subtracting current-payment benefits for disabled workers, spouses, and children (shown earlier) from total benefits

from Treasury Statement of Account. Historical non-current-payment benefits for disabled workers, spouses, and children prepared by Office of the Chief Actuary. Future noncurrent-payment benefits for disabled workers computed as number of awards times average benefit times average number of months of retroactivity times benefit increase factor

times all other factors. Future non-current-payment benefits for spouses or children of disabled workers computed by applying corresponding ratio to amount for disabled workers.

• Historical ratios of amount for spouses or children of disabled workers to amount for disabled workers computed by dividing corresponding figures. Future ratios projected based

on historical trend.

• Total amount is sum of non-current-payment benefits to disabled workers and spouses and children of disabled workers.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D18.—DI Non-Current-Payment Benefits

(Calendar years 1975-2010)

[Numbers in thousands, amounts in millions]

Year

Disabled workers

Spouses of

disabled workers

Children of

disabled workers

Total

amount

Awards during year

Average

number of

months of

retroactivity

Benefit

increase

factor

All other

factors

Noncurrentpayment

benefits

Ratio to

amount for

disabled

worker

(percent)

Noncurrentpayment

benefits

Ratio to

amount for

disabled

worker

(percent)

Noncurrentpayment

Number benefits

Average

benefit

1975 ........... 592.0 $241.21 6.525 0.972 0.902 $817.6 6.48 $53.0 21.91 $179.2 $1,049.7

1976 ........... 551.5 267.45 6.620 .974 .939 892.8 6.30 56.3 22.19 198.1 1,147.1

1977 ........... 568.9 292.28 6.819 .977 .938 1,039.5 6.11 63.5 20.98 218.1 1,321.1

1978 ........... 490.8 324.33 6.443 .975 .832 831.8 6.48 53.9 26.91 223.8 1,109.5

1979 ........... 440.5 362.95 6.089 .962 .844 791.3 6.48 51.2 28.47 225.3 1,067.8

1980 ........... 420.3 398.85 6.472 .948 .889 914.0 6.25 57.1 27.42 250.6 1,221.7

1981 ........... 381.0 429.12 7.264 .959 .926 1,054.5 5.61 59.2 24.52 258.5 1,372.2

1982 ........... 336.1 443.74 7.535 .972 .896 978.8 5.33 52.2 20.21 197.8 1,228.8

1983 ........... 428.5 446.46 7.708 1.000 1.048 1,545.2 4.88 75.4 15.85 244.9 1,865.5

1984 ........... 410.0 458.44 8.335 .977 1.014 1,552.1 4.38 68.0 15.52 240.9 1,861.0

1985 ........... 416.1 473.65 8.497 .977 1.027 1,678.9 4.23 71.0 15.35 257.7 2,007.6

1986 ........... 424.9 478.30 9.054 .978 1.019 1,833.0 3.84 70.3 14.55 266.6 2,170.0

1987 ........... 420.3 508.04 9.178 .990 1.002 1,944.0 3.59 69.7 14.22 276.4 2,290.1

1988 ........... 415.3 538.08 9.191 .970 1.027 2,045.4 3.38 69.1 14.40 294.5 2,409.0

1989 ........... 430.7 565.49 9.442 .970 .964 2,151.2 3.07 66.0 13.79 296.6 2,513.8

1990 ........... 472.1 597.61 9.481 .970 .952 2,470.4 2.80 69.1 13.36 330.0 2,869.4

1991 ........... 540.8 614.80 9.834 .970 .941 2,982.9 2.55 76.0 12.91 385.0 3,443.9

1992 ........... 642.1 619.96 10.275 .970 .913 3,623.4 2.30 83.3 12.79 463.4 4,170.1

1993 ........... 637.4 638.37 10.477 .970 .970 4,012.4 1.79 71.9 16.53 663.1 4,747.4

1994 ........... 631.9 666.19 10.706 .970 .957 4,185.0 1.70 71.0 17.33 725.3 4,981.3

1995 ........... 645.6 693.79 10.775 .970 .922 4,318.2 1.51 65.3 17.41 752.0 5,135.4

1996 ........... 624.3 714.40 10.881 .970 .975 4,590.0 1.18 54.0 17.34 795.7 5,439.7

1997 ........... 587.7 734.09 10.507 .970 .835 3,672.5 1.02 37.4 19.18 704.6 4,414.5

1998 ........... 608.4 747.42 10.436 .970 .799 3,678.6 .92 33.8 19.73 725.9 4,438.3

1999 ........... 620.6 782.90 9.986 .970 .928 4,366.0 .78 34.2 17.66 771.3 5,171.5

2000 ........... 621.3 835.44 9.684 .970 1.010 4,923.5 .70 34.5 16.85 829.8 5,787.8

2001 ........... 636.6 884.45 9.400 .965 1.000 5,110.0 .70 35.8 17.00 868.7 6,014.5

2002 ........... 662.9 930.23 9.000 .966 1.000 5,359.8 .70 37.5 17.00 911.2 6,308.5

2003 ........... 685.2 979.48 9.000 .965 1.000 5,827.2 .70 40.8 17.00 990.6 6,858.6

2004 ........... 707.4 1,031.27 9.000 .964 1.000 6,326.1 .70 44.3 17.00 1,075.4 7,445.8

2005 ........... 732.7 1,084.28 9.000 .962 1.000 6,881.6 .70 48.2 17.00 1,169.9 8,099.7

2006 ........... 758.1 1,136.74 9.000 .961 1.000 7,455.4 .70 52.2 17.00 1,267.4 8,775.0

2007 ........... 780.1 1,189.93 9.000 .961 1.000 8,029.4 .70 56.2 17.00 1,365.0 9,450.6

2008 ........... 803.7 1,244.15 9.000 .961 1.000 8,648.8 .70 60.5 17.00 1,470.3 10,179.6

2009 ........... 826.9 1,300.67 9.000 .961 1.000 9,302.9 .70 65.1 17.00 1,581.5 10,949.6

2010 ........... 852.5 1,359.59 9.000 .961 1.000 10,025.1 .70 70.2 17.00 1,704.3 11,799.5
DI Dollars

175

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D19.—DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

Total disabled workers Total spouses of disabled workers Total children of disabled workers Total DI beneficiaries

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

1975........... $6,090.0 $817.6 $6,907.6 $332.3 $53.0 $385.3 $941.9 $179.2 $1,121.0 $7,364.2 $1,049.7 $8,413.9

1976........... 7,297.4 892.8 8,190.1 391.0 56.3 447.3 1,130.2 198.1 1,328.3 8,818.6 1,147.1 9,965.7

1977........... 8,417.0 1,039.5 9,456.5 439.6 63.5 503.1 1,285.0 218.1 1,503.0 10,141.6 1,321.1 11,462.6

1978........... 9,483.0 831.8 10,314.8 487.5 53.9 541.4 1,432.8 223.8 1,656.6 11,403.4 1,109.5 12,512.9

1979........... 10,541.6 791.3 11,332.8 529.5 51.2 580.7 1,568.9 225.3 1,794.1 12,639.9 1,067.8 13,707.7

1980........... 11,902.5 914.0 12,816.5 581.0 57.1 638.1 1,732.3 250.6 1,982.9 14,215.7 1,221.7 15,437.5

1981........... 13,324.4 1,054.5 14,378.8 625.2 59.2 684.4 1,877.6 258.5 2,136.2 15,827.3 1,372.2 17,199.4

1982........... 13,831.4 978.8 14,810.2 600.2 52.2 652.4 1,677.1 197.8 1,874.9 16,108.7 1,228.8 17,337.5

1983........... 13,650.5 1,545.2 15,195.7 531.2 75.4 606.6 1,483.0 244.9 1,727.9 15,664.7 1,865.5 17,530.2

1984........... 14,070.6 1,552.1 15,622.7 468.1 68.0 536.1 1,500.3 240.9 1,741.2 16,039.1 1,861.0 17,900.1

1985........... 14,803.7 1,678.9 16,482.6 473.7 71.0 544.7 1,550.8 257.7 1,808.5 16,828.3 2,007.6 18,835.9

1986........... 15,576.0 1,833.0 17,409.1 477.2 70.3 547.5 1,623.6 266.6 1,890.2 17,676.8 2,170.0 19,846.8

1987........... 16,109.5 1,944.0 18,053.4 461.9 69.7 531.6 1,650.0 276.4 1,926.4 18,221.4 2,290.1 20,511.5

1988........... 17,119.3 2,045.4 19,164.7 459.8 69.1 528.9 1,704.0 294.5 1,998.5 19,283.2 2,409.0 21,692.2

1989........... 18,163.3 2,151.2 20,314.5 457.2 66.0 523.2 1,739.2 296.6 2,035.7 20,359.6 2,513.8 22,873.4

1990........... 19,643.1 2,470.4 22,113.5 461.5 69.1 530.6 1,829.2 330.0 2,159.2 21,933.8 2,869.4 24,803.3

1991........... 21,754.8 2,982.9 24,737.7 473.8 76.0 549.7 1,989.2 385.0 2,374.3 24,217.8 3,443.9 27,661.7

1992........... 24,232.4 3,623.4 27,855.8 489.1 83.3 572.4 2,199.6 463.4 2,663.0 26,921.1 4,170.1 31,091.2

1993........... 26,900.3 4,012.4 30,912.8 500.6 71.9 572.4 2,449.4 663.1 3,112.5 29,850.3 4,747.4 34,597.7

1994........... 29,525.5 4,185.0 33,710.5 507.5 71.0 578.5 2,702.4 725.3 3,427.7 32,735.5 4,981.3 37,716.8

1995........... 32,292.0 4,318.2 36,610.2 512.0 65.3 577.3 2,958.8 752.0 3,710.8 35,762.8 5,135.4 40,898.2

1996........... 35,035.3 4,590.0 39,625.3 460.9 54.0 514.9 3,238.1 795.7 4,033.8 38,734.3 5,439.7 44,173.9

1997........... 37,410.3 3,672.5 41,082.8 441.2 37.4 478.7 3,393.3 704.6 4,097.9 41,244.8 4,414.5 45,659.3

1998........... 39,788.4 3,678.6 43,467.0 423.2 33.8 457.0 3,523.6 725.9 4,249.5 43,735.2 4,438.3 48,173.4

1999........... 42,092.7 4,366.0 46,458.7 398.6 34.2 432.9 3,668.2 771.3 4,439.5 46,159.5 5,171.5 51,331.0

2000........... 44,924.0 4,923.5 49,847.5 386.4 34.5 420.9 3,840.0 829.8 4,669.8 49,150.5 5,787.8 54,938.3

2001-I........ 11,918.1 1,274.1 13,192.1 97.9 8.9 106.8 1,009.0 216.1 1,225.1 13,025.0 1,499.1 14,524.1

2001-II....... 12,043.2 1,273.6 13,316.7 96.9 8.9 105.8 1,028.2 216.6 1,244.8 13,168.3 1,499.0 14,667.3

2001-III ..... 12,188.0 1,277.4 13,465.4 96.5 8.9 105.5 1,003.6 217.4 1,221.0 13,288.1 1,503.8 14,791.9

2001-IV ..... 12,336.2 1,285.0 13,621.2 96.2 9.0 105.2 1,013.0 218.6 1,231.6 13,445.4 1,512.6 14,958.0

2002-I........ 12,834.9 1,340.0 14,174.8 98.2 9.4 107.6 1,059.5 227.8 1,287.3 13,992.6 1,577.1 15,569.7

2002-II....... 12,987.7 1,340.0 14,327.7 97.9 9.4 107.3 1,082.4 227.8 1,310.2 14,168.0 1,577.1 15,745.1

2002-III ..... 13,156.7 1,340.0 14,496.6 97.9 9.4 107.3 1,057.8 227.8 1,285.6 14,312.4 1,577.1 15,889.6

2002-IV ..... 13,328.6 1,340.0 14,668.6 97.9 9.4 107.3 1,069.5 227.8 1,297.3 14,496.0 1,577.1 16,073.2

2003-I........ 13,897.5 1,456.8 15,354.3 100.4 10.2 110.6 1,121.7 247.7 1,369.4 15,119.6 1,714.7 16,834.3

2003-II....... 14,089.5 1,456.8 15,546.3 100.4 10.2 110.6 1,147.7 247.7 1,395.3 15,337.6 1,714.7 17,052.2

2003-III ..... 14,297.9 1,456.8 15,754.8 100.7 10.2 110.9 1,122.2 247.7 1,369.8 15,520.8 1,714.7 17,235.5

2003-IV ..... 14,509.0 1,456.8 15,965.8 101.0 10.2 111.2 1,135.9 247.7 1,383.5 15,745.8 1,714.7 17,460.5

2004-I........ 15,158.0 1,581.5 16,739.6 103.9 11.1 115.0 1,194.1 268.9 1,463.0 16,456.1 1,861.4 18,317.5

2004-II....... 15,366.5 1,581.5 16,948.0 104.3 11.1 115.4 1,223.4 268.9 1,492.2 16,694.2 1,861.4 18,555.6

2004-III ..... 15,592.5 1,581.5 17,174.0 104.9 11.1 116.0 1,196.5 268.9 1,465.4 16,893.9 1,861.4 18,755.4

2004-IV ..... 15,821.0 1,581.5 17,402.5 105.4 11.1 116.5 1,212.2 268.9 1,481.1 17,138.6 1,861.4 19,000.1

2005-I........ 16,543.0 1,720.4 18,263.4 108.9 12.0 120.9 1,277.1 292.5 1,569.6 17,929.0 2,024.9 19,953.9

2005-II....... 16,769.1 1,720.4 18,489.5 109.5 12.0 121.6 1,310.0 292.5 1,602.5 18,188.6 2,024.9 20,213.5

2005-III ..... 17,013.8 1,720.4 18,734.2 110.5 12.0 122.5 1,281.7 292.5 1,574.2 18,405.9 2,024.9 20,430.9

2005-IV ..... 17,260.9 1,720.4 18,981.3 111.2 12.0 123.3 1,299.6 292.5 1,592.1 18,671.7 2,024.9 20,696.6

2006-I........ 18,062.5 1,863.8 19,926.4 115.2 13.0 128.3 1,371.6 316.9 1,688.5 19,549.4 2,193.7 21,743.1

2006-II....... 18,303.2 1,863.8 20,167.1 116.1 13.0 129.1 1,408.1 316.9 1,724.9 19,827.4 2,193.7 22,021.1

2006-III ..... 18,563.8 1,863.8 20,427.7 117.2 13.0 130.2 1,377.8 316.9 1,694.6 20,058.8 2,193.7 22,252.5

2006-IV ..... 18,826.7 1,863.8 20,690.5 118.1 13.0 131.2 1,397.6 316.9 1,714.4 20,342.4 2,193.7 22,536.1

2007-I........ 19,711.5 2,007.3 21,718.8 122.6 14.1 136.6 1,477.0 341.2 1,818.2 21,311.0 2,362.6 23,673.7

2007-II....... 19,961.8 2,007.3 21,969.2 123.6 14.1 137.6 1,516.3 341.2 1,857.6 21,601.8 2,362.6 23,964.4

2007-III ..... 20,233.8 2,007.3 22,241.1 124.8 14.1 138.9 1,483.5 341.2 1,824.8 21,842.1 2,362.6 24,204.8

2007-IV ..... 20,508.2 2,007.3 22,515.6 125.9 14.1 139.9 1,504.8 341.2 1,846.1 22,139.0 2,362.6 24,501.6

2008-I........ 21,458.4 2,162.2 23,620.6 130.7 15.1 145.8 1,590.4 367.6 1,958.0 23,179.5 2,544.9 25,724.4

2008-II....... 21,713.9 2,162.2 23,876.1 131.9 15.1 147.0 1,632.9 367.6 2,000.5 23,478.6 2,544.9 26,023.5

2008-III ..... 21,993.2 2,162.2 24,155.4 133.3 15.1 148.4 1,597.6 367.6 1,965.2 23,724.1 2,544.9 26,269.0

2008-IV ..... 22,275.7 2,162.2 24,437.9 134.5 15.1 149.6 1,620.7 367.6 1,988.3 24,030.8 2,544.9 26,575.7

2009-I........ 23,277.2 2,325.7 25,602.9 139.7 16.3 155.9 1,712.8 395.4 2,108.2 25,129.7 2,737.4 27,867.1

2009-II....... 23,494.5 2,325.7 25,820.3 141.0 16.3 157.2 1,758.6 395.4 2,153.9 25,394.0 2,737.4 28,131.4

2009-III ..... 23,740.0 2,325.7 26,065.7 142.5 16.3 158.8 1,720.5 395.4 2,115.9 25,603.0 2,737.4 28,340.4

2009-IV ..... 23,990.7 2,325.7 26,316.5 143.8 16.3 160.1 1,745.3 395.4 2,140.7 25,879.9 2,737.4 28,617.3

2010-I........ 25,040.3 2,506.3 27,546.6 149.5 17.5 167.0 1,844.6 426.1 2,270.6 27,034.3 2,949.9 29,984.2

2010-II....... 25,289.2 2,506.3 27,795.4 150.9 17.5 168.5 1,894.0 426.1 2,320.0 27,334.0 2,949.9 30,283.9

2010-III ..... 25,567.6 2,506.3 28,073.9 152.7 17.5 170.2 1,853.2 426.1 2,279.3 27,573.5 2,949.9 30,523.4

2010-IV ..... 25,851.4 2,506.3 28,357.6 154.2 17.5 171.7 1,880.1 426.1 2,306.1 27,885.6 2,949.9 30,835.5
Benefit Payments

176

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D20.—DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

Male disabled workers Female disabled workers

Current-payment Non-current-payment Total Current-payment Non-current-payment Total

1975 .............................. $4,530.3 $608.2 $5,138.6 $1,559.7 $209.4 $1,769.0

1976 .............................. 5,420.3 663.1 6,083.4 1,877.1 229.6 2,106.7

1977 .............................. 6,240.0 770.6 7,010.6 2,177.0 268.9 2,445.9

1978 .............................. 7,025.7 616.2 7,641.9 2,457.4 215.5 2,672.9

1979 .............................. 7,804.2 585.8 8,390.0 2,737.4 205.5 2,942.9

1980 .............................. 8,804.1 676.1 9,480.2 3,098.4 237.9 3,336.4

1981 .............................. 9,863.7 780.6 10,644.3 3,460.6 273.9 3,734.5

1982 .............................. 10,232.6 724.0 10,956.6 3,598.8 254.7 3,853.6

1983 .............................. 10,103.3 1,143.5 11,246.8 3,547.2 401.6 3,948.9

1984 .............................. 10,447.2 1,152.4 11,599.6 3,623.4 399.7 4,023.1

1985 .............................. 10,983.3 1,245.6 12,228.9 3,820.5 433.2 4,253.7

1986 .............................. 11,537.6 1,357.7 12,895.3 4,038.5 475.3 4,513.8

1987 .............................. 11,904.8 1,436.7 13,341.5 4,204.7 507.3 4,712.0

1988 .............................. 12,609.0 1,506.6 14,115.6 4,510.3 538.8 5,049.1

1989 .............................. 13,317.7 1,577.3 14,895.0 4,845.6 573.9 5,419.5

1990 .............................. 14,312.0 1,799.9 16,111.9 5,331.1 670.5 6,001.6

1991 .............................. 15,730.2 2,156.8 17,887.0 6,024.6 826.1 6,850.7

1992 .............................. 17,357.1 2,596.1 19,953.2 6,875.3 1,027.3 7,902.5

1993 .............................. 19,072.6 2,845.5 21,918.1 7,827.8 1,166.9 8,994.7

1994 .............................. 20,690.8 2,932.5 23,623.3 8,834.7 1,252.5 10,087.3

1995 .............................. 22,316.8 2,984.5 25,301.3 9,975.3 1,333.6 11,308.9

1996 .............................. 23,840.8 3,123.2 26,963.9 11,194.5 1,466.8 12,661.4

1997 .............................. 25,018.6 2,456.2 27,474.8 12,391.7 1,216.3 13,608.0

1998 .............................. 26,224.8 2,424.9 28,649.6 13,563.7 1,253.7 14,817.4

1999 .............................. 27,340.2 2,835.1 30,175.4 14,752.5 1,530.9 16,283.3

2000 .............................. 28,769.6 3,153.7 31,923.3 16,154.5 1,769.8 17,924.3

2001-I............................ 7,567.6 797.5 8,365.0 4,350.5 476.6 4,827.1

2001-II .......................... 7,622.5 789.5 8,412.0 4,420.7 484.1 4,904.8

2001-III......................... 7,693.3 788.4 8,481.8 4,494.6 489.0 4,983.6

2001-IV......................... 7,766.9 794.5 8,561.4 4,569.4 490.5 5,059.8

2002-I............................ 8,059.8 830.6 8,890.5 4,775.0 509.3 5,284.4

2002-II .......................... 8,133.3 830.6 8,964.0 4,854.4 509.3 5,363.7

2002-III......................... 8,220.6 830.6 9,051.2 4,936.1 509.3 5,445.4

2002-IV......................... 8,310.1 830.6 9,140.7 5,018.5 509.3 5,527.8

2003-I............................ 8,646.0 905.0 9,551.0 5,251.5 551.8 5,803.3

2003-II .......................... 8,745.4 905.0 9,650.4 5,344.1 551.8 5,895.9

2003-III......................... 8,858.8 905.0 9,763.7 5,439.2 551.8 5,991.0

2003-IV......................... 8,974.2 905.0 9,879.1 5,534.9 551.8 6,086.7

2004-I............................ 9,358.6 984.0 10,342.6 5,799.4 597.5 6,397.0

2004-II .......................... 9,468.0 984.0 10,452.0 5,898.5 597.5 6,496.1

2004-III......................... 9,592.4 984.0 10,576.3 6,000.1 597.5 6,597.7

2004-IV......................... 9,718.9 984.0 10,702.8 6,102.1 597.5 6,699.7

2005-I............................ 10,146.8 1,073.2 11,219.9 6,396.3 647.3 7,043.5

2005-II .......................... 10,267.3 1,073.2 11,340.5 6,501.8 647.3 7,149.0

2005-III......................... 10,403.9 1,073.2 11,477.0 6,609.9 647.3 7,257.2

2005-IV......................... 10,542.5 1,073.2 11,615.6 6,718.4 647.3 7,365.7

2006-I............................ 11,017.2 1,159.7 12,176.9 7,045.3 704.2 7,749.5

2006-II .......................... 11,145.3 1,159.7 12,305.0 7,157.9 704.2 7,862.1

2006-III......................... 11,290.5 1,159.7 12,450.2 7,273.3 704.2 7,977.5

2006-IV......................... 11,437.5 1,159.7 12,597.2 7,389.2 704.2 8,093.4

2007-I............................ 11,959.7 1,249.6 13,209.3 7,751.7 757.8 8,509.5

2007-II .......................... 12,092.8 1,249.6 13,342.4 7,869.0 757.8 8,626.8

2007-III......................... 12,244.3 1,249.6 13,493.9 7,989.4 757.8 8,747.2

2007-IV......................... 12,397.9 1,249.6 13,647.4 8,110.4 757.8 8,868.1

2008-I............................ 12,956.6 1,344.5 14,301.1 8,501.7 817.7 9,319.4

2008-II .......................... 13,090.9 1,344.5 14,435.4 8,622.9 817.7 9,440.6

2008-III......................... 13,245.6 1,344.5 14,590.1 8,747.6 817.7 9,565.3

2008-IV......................... 13,402.7 1,344.5 14,747.2 8,873.0 817.7 9,690.7

2009-I............................ 13,988.4 1,447.3 15,435.7 9,288.8 878.5 10,167.2

2009-II .......................... 14,096.9 1,447.3 15,544.2 9,397.6 878.5 10,276.1

2009-III......................... 14,229.5 1,447.3 15,676.8 9,510.4 878.5 10,388.9

2009-IV......................... 14,365.9 1,447.3 15,813.2 9,624.9 878.5 10,503.3

2010-I............................ 14,977.7 1,561.8 16,539.6 10,062.6 944.4 11,007.0

2010-II .......................... 15,106.8 1,561.8 16,668.6 10,182.4 944.4 11,126.8

2010-III......................... 15,261.3 1,561.8 16,823.1 10,306.4 944.4 11,250.8

2010-IV......................... 15,419.5 1,561.8 16,981.3 10,431.9 944.4 11,376.3
DI Dollars

177

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D21.—DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar 

period

Young wives

of disabled workers

Young husbands1

of disabled workers

Aged wives

of disabled workers

Aged husbands

of disabled workers

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

1975........... $275.2 $43.9 $319.1 ... ... ... $56.7 $9.0 $65.7 $0.4 $0.1 $0.5

1976........... 323.0 46.5 369.5 ... ... ... 67.6 9.7 77.4 .4 .1 .5

1977........... 362.5 52.4 414.9 ... ... ... 76.3 11.0 87.4 .7 .1 .8

1978........... 399.8 44.2 444.0 ... ... ... 85.7 9.5 95.2 2.0 .2 2.2

1979........... 432.8 41.9 474.7 ... ... ... 94.4 9.1 103.6 2.2 .2 2.4

1980........... 473.4 46.5 519.9 ... ... ... 105.3 10.3 115.6 2.3 .2 2.5

1981........... 505.4 47.8 553.3 ... ... ... 117.4 11.1 128.5 2.4 .2 2.6

1982........... 470.4 40.9 511.3 ... ... ... 127.5 11.1 138.6 2.3 .2 2.5

1983........... 399.2 56.6 455.9 ... ... ... 129.8 18.5 148.2 2.1 .3 2.4

1984........... 327.1 47.5 374.6 $2.5 $0.4 $2.9 136.6 19.8 156.4 2.0 .3 2.2

1985........... 328.2 49.2 377.4 3.2 .5 3.7 140.5 21.1 161.5 1.9 .3 2.2

1986........... 326.0 48.0 374.0 3.8 .6 4.3 145.6 21.5 167.1 1.8 .3 2.1

1987........... 308.9 46.6 355.5 4.2 .6 4.8 147.1 22.2 169.3 1.8 .3 2.0

1988........... 302.6 45.5 348.1 4.6 .7 5.3 150.8 22.7 173.5 1.8 .3 2.1

1989........... 299.2 43.2 342.4 4.9 .7 5.6 151.3 21.8 173.2 1.8 .3 2.1

1990........... 302.1 45.2 347.3 5.2 .8 6.0 152.4 22.8 175.2 1.8 .3 2.1

1991........... 313.0 50.2 363.2 5.8 .9 6.8 152.9 24.5 177.5 1.9 .3 2.3

1992........... 325.4 55.4 380.8 6.7 1.1 7.8 154.9 26.4 181.3 2.1 .4 2.5

1993........... 334.7 48.0 382.8 7.2 1.0 8.3 156.3 22.4 178.7 2.3 .3 2.7

1994........... 340.5 47.6 388.1 7.6 1.1 8.7 156.8 21.9 178.7 2.6 .4 2.9

1995........... 343.6 43.8 387.4 7.9 1.0 8.9 157.8 20.1 177.9 2.8 .3 3.1

1996........... 295.8 34.6 330.4 5.2 .6 5.8 156.9 18.4 175.3 3.1 .4 3.4

1997........... 276.8 23.5 300.3 4.6 .4 5.0 156.6 13.3 169.8 3.3 .3 3.5

1998........... 257.6 20.6 278.2 4.2 .3 4.5 158.0 12.6 170.6 3.4 .3 3.7

1999........... 234.5 20.1 254.6 3.5 .3 3.8 156.9 13.5 170.4 3.6 .3 4.0

2000........... 221.0 19.7 240.7 3.3 .3 3.6 158.2 14.1 172.3 4.0 .4 4.3

2001-I........ 55.5 5.0 60.5 .8 .1 .9 40.5 3.7 44.2 1.1 .1 1.2

2001-II....... 54.4 5.0 59.4 .8 .1 .9 40.6 3.7 44.3 1.1 .1 1.2

2001-III ..... 54.0 5.0 59.0 .8 .1 .9 40.7 3.8 44.4 1.1 .1 1.2

2001-IV ..... 53.6 5.0 58.6 .8 .1 .9 40.7 3.8 44.5 1.1 .1 1.2

2002-I........ 54.5 5.2 59.7 .8 .1 .9 41.8 4.0 45.8 1.2 .1 1.3

2002-II....... 54.0 5.2 59.1 .8 .1 .9 42.0 4.0 46.0 1.2 .1 1.3

2002-III ..... 53.7 5.2 58.9 .8 .1 .9 42.3 4.0 46.3 1.2 .1 1.3

2002-IV ..... 53.5 5.2 58.6 .8 .1 .9 42.4 4.0 46.4 1.2 .1 1.3

2003-I........ 54.6 5.5 60.1 .8 .1 .9 43.7 4.5 48.2 1.2 .1 1.4

2003-II....... 54.2 5.5 59.7 .8 .1 .9 44.1 4.5 48.6 1.3 .1 1.4

2003-III ..... 54.1 5.5 59.6 .8 .1 .9 44.5 4.5 49.0 1.3 .1 1.4

2003-IV ..... 54.1 5.5 59.6 .8 .1 .9 44.8 4.5 49.3 1.3 .1 1.4

2004-I........ 55.4 5.9 61.3 .8 .1 .9 46.3 5.0 51.3 1.3 .1 1.5

2004-II....... 55.2 5.9 61.1 .8 .1 .9 46.9 5.0 51.9 1.4 .1 1.5

2004-III ..... 55.3 5.9 61.1 .8 .1 .9 47.4 5.0 52.4 1.4 .1 1.5

2004-IV ..... 55.4 5.9 61.2 .8 .1 .9 47.8 5.0 52.8 1.4 .1 1.5

2005-I........ 56.9 6.2 63.2 .9 .1 1.0 49.6 5.5 55.2 1.4 .2 1.6

2005-II....... 56.9 6.2 63.1 .9 .1 1.0 50.3 5.5 55.9 1.5 .2 1.6

2005-III ..... 57.1 6.2 63.3 .9 .1 1.0 51.0 5.5 56.6 1.5 .2 1.6

2005-IV ..... 57.3 6.2 63.6 .9 .1 1.0 51.5 5.5 57.1 1.5 .2 1.7

2006-I........ 59.1 6.6 65.8 .9 .1 1.0 53.6 6.1 59.7 1.6 .2 1.7

2006-II....... 59.2 6.6 65.8 .9 .1 1.0 54.4 6.1 60.5 1.6 .2 1.8

2006-III ..... 59.5 6.6 66.2 .9 .1 1.0 55.1 6.1 61.2 1.6 .2 1.8

2006-IV ..... 59.9 6.6 66.6 .9 .1 1.0 55.6 6.1 61.8 1.6 .2 1.8

2007-I........ 62.0 7.1 69.0 1.0 .1 1.1 57.9 6.7 64.6 1.7 .2 1.9

2007-II....... 62.1 7.1 69.2 1.0 .1 1.1 58.8 6.7 65.4 1.7 .2 1.9

2007-III ..... 62.6 7.1 69.6 1.0 .1 1.1 59.5 6.7 66.2 1.7 .2 1.9

2007-IV ..... 63.0 7.1 70.1 1.0 .1 1.1 60.1 6.7 66.8 1.8 .2 2.0

2008-I........ 65.3 7.5 72.8 1.0 .1 1.2 62.5 7.3 69.8 1.8 .2 2.0

2008-II....... 65.5 7.5 73.1 1.0 .1 1.2 63.4 7.3 70.7 1.9 .2 2.1

2008-III ..... 66.1 7.5 73.6 1.1 .1 1.2 64.2 7.3 71.5 1.9 .2 2.1

2008-IV ..... 66.7 7.5 74.2 1.1 .1 1.2 64.8 7.3 72.1 1.9 .2 2.1

2009-I........ 69.1 8.0 77.2 1.1 .1 1.2 67.4 7.9 75.3 2.0 .2 2.2

2009-II....... 69.5 8.0 77.5 1.1 .1 1.2 68.4 7.9 76.3 2.0 .2 2.2

2009-III ..... 70.1 8.0 78.1 1.1 .1 1.3 69.2 7.9 77.1 2.0 .2 2.3

2009-IV ..... 70.8 8.0 78.8 1.1 .1 1.3 69.8 7.9 77.7 2.1 .2 2.3

2010-I........ 73.5 8.6 82.1 1.2 .1 1.3 72.7 8.6 81.2 2.1 .3 2.4

2010-II....... 73.9 8.6 82.5 1.2 .1 1.3 73.7 8.6 82.2 2.2 .3 2.4

2010-III ..... 74.6 8.6 83.2 1.2 .1 1.4 74.6 8.6 83.2 2.2 .3 2.4

2010-IV ..... 75.4 8.6 84.0 1.2 .1 1.4 75.3 8.6 83.9 2.2 .3 2.5

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983.
Benefit Payments

178

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.D22.—DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar 

period

Minor children of disabled workers Disabled children of disabled workers Student children of disabled workers

Currentpayment

Non-currentpayment TotalCurrentpaymentNon-currentpayment TotalCurrentpaymentNon-currentpayment Total

1975 ........... $791.6 $150.6 $942.2 $21.6 $4.1 $25.8 $128.7 $24.5 $153.1

1976 ........... 935.7 163.9 1,099.6 26.8 4.7 31.5 167.7 29.5 197.2

1977 ........... 1,056.1 179.1 1,235.2 31.6 5.4 37.0 197.3 33.6 230.8

1978 ........... 1,177.2 183.9 1,361.2 37.3 5.8 43.1 218.3 34.0 252.4

1979 ........... 1,288.1 184.8 1,472.9 42.5 6.1 48.6 238.2 34.3 272.5

1980 ........... 1,418.9 205.2 1,624.1 49.4 7.1 56.6 264.0 38.3 302.2

1981 ........... 1,513.1 208.4 1,721.5 56.8 7.8 64.6 307.8 42.3 350.1

1982 ........... 1,422.4 167.3 1,589.7 59.7 7.0 66.7 195.1 23.4 218.5

1983 ........... 1,315.5 216.6 1,532.2 59.1 9.7 68.8 108.4 18.5 126.9

1984 ........... 1,359.4 218.2 1,577.6 63.3 10.2 73.4 77.6 12.6 90.2

1985 ........... 1,423.0 236.4 1,659.4 68.6 11.4 80.0 59.2 9.9 69.2

1986 ........... 1,489.5 244.6 1,734.1 74.5 12.2 86.7 59.6 9.8 69.4

1987 ........... 1,508.3 252.4 1,760.7 78.6 13.1 91.7 63.2 10.9 74.0

1988 ........... 1,551.2 268.1 1,819.3 83.9 14.5 98.4 68.9 12.0 80.8

1989 ........... 1,576.8 268.9 1,845.7 89.0 15.2 104.2 73.3 12.5 85.9

1990 ........... 1,653.6 298.1 1,951.6 95.9 17.3 113.1 79.8 14.6 94.4

1991 ........... 1,802.2 348.7 2,150.9 105.1 20.3 125.4 82.0 15.9 98.0

1992 ........... 1,996.1 420.2 2,416.3 115.5 24.3 139.8 88.0 18.9 106.8

1993 ........... 2,221.4 601.5 2,822.9 129.1 35.0 164.1 98.8 26.7 125.5

1994 ........... 2,455.6 658.8 3,114.4 142.3 38.2 180.5 104.5 28.2 132.8

1995 ........... 2,688.9 683.4 3,372.3 155.4 39.5 194.9 114.4 29.1 143.6

1996 ........... 2,942.8 722.8 3,665.6 168.6 41.4 210.0 126.8 31.5 158.2

1997 ........... 3,086.5 641.0 3,727.5 178.9 37.2 216.1 127.8 26.5 154.3

1998 ........... 3,202.7 659.5 3,862.2 189.2 39.0 228.2 131.7 27.4 159.1

1999 ........... 3,329.9 700.4 4,030.3 199.2 41.9 241.1 139.1 29.0 168.1

2000 ........... 3,483.8 752.9 4,236.6 210.6 45.5 256.1 145.6 31.5 177.1

2001-I......... 911.0 195.9 1,106.9 55.5 11.9 67.4 42.5 8.3 50.8

2001-II ....... 914.3 196.3 1,110.5 55.8 12.0 67.8 58.2 8.3 66.5

2001-III...... 920.9 197.0 1,118.0 56.3 12.0 68.3 26.4 8.4 34.7

2001-IV...... 927.9 198.1 1,126.0 56.7 12.1 68.8 28.4 8.4 36.8

2002-I......... 956.9 206.4 1,163.3 58.6 12.6 71.2 44.0 8.8 52.8

2002-II ....... 962.0 206.4 1,168.4 59.0 12.6 71.6 61.4 8.8 70.2

2002-III...... 970.3 206.4 1,176.8 59.4 12.6 72.1 28.1 8.8 36.8

2002-IV...... 979.1 206.4 1,185.5 59.9 12.6 72.5 30.5 8.8 39.2

2003-I......... 1,012.2 224.2 1,236.4 61.9 13.7 75.6 47.6 9.7 57.4

2003-II ....... 1,018.8 224.2 1,243.0 62.3 13.7 76.0 66.5 9.7 76.3

2003-III...... 1,028.9 224.2 1,253.2 62.8 13.7 76.5 30.4 9.7 40.1

2003-IV...... 1,039.5 224.2 1,263.7 63.3 13.7 77.0 33.1 9.7 42.8

2004-I......... 1,076.8 243.3 1,320.1 65.5 14.8 80.3 51.8 10.8 62.6

2004-II ....... 1,085.0 243.3 1,328.3 66.0 14.8 80.8 72.4 10.8 83.1

2004-III...... 1,096.9 243.3 1,340.2 66.6 14.8 81.3 33.1 10.8 43.8

2004-IV...... 1,109.1 243.3 1,352.5 67.1 14.8 81.9 36.0 10.8 46.7

2005-I......... 1,151.1 264.6 1,415.7 69.6 16.0 85.6 56.4 11.9 68.3

2005-II ....... 1,161.0 264.6 1,425.6 70.2 16.0 86.2 78.8 11.9 90.7

2005-III...... 1,174.9 264.6 1,439.5 70.9 16.0 86.8 36.0 11.9 47.9

2005-IV...... 1,188.9 264.6 1,453.5 71.5 16.0 87.5 39.2 11.9 51.1

2006-I......... 1,236.0 286.6 1,522.6 74.3 17.2 91.5 61.4 13.0 74.4

2006-II ....... 1,247.4 286.6 1,534.0 75.0 17.2 92.2 85.7 13.0 98.7

2006-III...... 1,262.9 286.6 1,549.5 75.7 17.2 92.9 39.1 13.0 52.2

2006-IV...... 1,278.6 286.6 1,565.2 76.5 17.2 93.7 42.5 13.0 55.5

2007-I......... 1,330.9 308.7 1,639.6 79.6 18.4 98.0 66.5 14.1 80.6

2007-II ....... 1,343.3 308.7 1,652.0 80.3 18.4 98.8 92.7 14.1 106.8

2007-III...... 1,360.1 308.7 1,668.8 81.1 18.4 99.6 42.3 14.1 56.4

2007-IV...... 1,377.1 308.7 1,685.8 82.0 18.4 100.4 45.8 14.1 59.9

2008-I......... 1,433.4 332.6 1,766.0 85.3 19.8 105.1 71.7 15.2 86.9

2008-II ....... 1,446.9 332.6 1,779.5 86.1 19.8 105.9 99.9 15.2 115.1

2008-III...... 1,465.1 332.6 1,797.7 87.0 19.8 106.8 45.5 15.2 60.7

2008-IV...... 1,483.4 332.6 1,816.0 87.9 19.8 107.7 49.4 15.2 64.6

2009-I......... 1,544.1 357.8 1,901.9 91.5 21.2 112.7 77.2 16.4 93.6

2009-II ....... 1,558.6 357.8 1,916.4 92.4 21.2 113.6 107.5 16.4 123.9

2009-III...... 1,578.1 357.8 1,935.9 93.4 21.2 114.6 49.0 16.4 65.3

2009-IV...... 1,597.8 357.8 1,955.6 94.4 21.2 115.6 53.1 16.4 69.5

2010-I......... 1,663.2 385.7 2,048.9 98.3 22.8 121.1 83.1 17.6 100.7

2010-II ....... 1,678.9 385.7 2,064.6 99.3 22.8 122.0 115.8 17.6 133.4

2010-III...... 1,700.1 385.7 2,085.8 100.3 22.8 123.1 52.8 17.6 70.4

2010-IV...... 1,721.4 385.7 2,107.1 101.4 22.8 124.2 57.2 17.6 74.8
OASI Dollars

179

E. OLD-AGE AND SURVIVORS INSURANCE BENEFIT PAYMENTS

1. Average Benefit

The average benefit in force for retired workers at the end of

each year is projected on a year-to-year basis, starting with

the corresponding average benefit in force at the end of the

previous year. That starting average is adjusted for changes

during the year, mainly due to the Automatic Cost-of-Living

Benefit Increase (COLA) and benefit recomputations, and

then further adjusted by adding in the effects of benefits to

new awards during the year (which were described in section

III.C.). In making these adjustments, the beneficiary population and their respective average benefits are split by gender

and duration since entitlement. For this purpose, single year

of duration is used for durations 1-7, and durations of 8 years

or longer are grouped into one category. Table III.E1 summarizes the effects of these detailed calculations for the total

retired worker population split only by gender. In that simplified presentation, in the columns displaying the average benefits for retired workers terminated during the year, the ratio

of that average to the average benefit in force at the beginning of the year represents in effect the net residual of

changes in average benefits in force during the year after the

effects of the COLA.

The average benefit in force for each sex of old-age beneficiaries increases each year by the amount of the automatic

benefit increase, plus an additional amount representing the

net effect of new awards, terminations, and increases due to

benefit recomputations and other factors.

The average benefit in current-payment status for male and

female old-age beneficiaries is equal to the average benefit in

force times a factor derived from the historical relationship

between the two averages. Table III.E1 shows the projections of the average benefit in current-payment status for

old-age beneficiaries.

The average benefit in current-payment status for each member of an old-age beneficiary family is projected based on the

historical relationship of the family member’s average benefit to the average old-age benefit. Tables III.E2 and III.E3

show the annual projection of average benefits in currentpayment status for young and aged wives and husbands

(table III.E2) and minor, disabled, and student children (table

III.E3).

The factors relating the average benefit for young and aged

wives to the average benefit for male old-age beneficiaries,

and the average for young and aged husbands to the average

for female old-age beneficiaries, are projected by a regression equation, based on the time trend of each factor. In addition, the factors are adjusted by judgment to prevent them

from increasing (or decreasing) to unreasonable levels.

The factors relating the average benefit for minor, disabled,

and student children of old-age beneficiaries to the average

benefit for male old-age beneficiaries, are projected by a

regression equation, based on the average number of dependent beneficiaries entitled on each old-age beneficiary

account. These factors are also constrained to prevent them

from reaching unreasonable levels.

The total benefit in force for each category of survivor beneficiary is projected in a manner similar to that for old-age

beneficiaries. Tables III.E4-III.E10 show the annual projection of average benefits in force and in current-payment status for minor child survivors (table III.E4), disabled child

survivors (table III.E5), student child survivors (table

III.E6), aged widows and widowers (table III.E7), mothers

and fathers of child survivors (table III.E8), parents of

deceased workers (table III.E9), and disabled widows and

widowers (table III.E10).

The average benefit in current-payment status for special

age-72 beneficiaries is projected as a percent of the special

age-72 PIA, which is increased at the same time and by the

same percent as the regular PIAs. Table III.E11 shows the

projection of average benefits in current-payment status for

special age-72 beneficiaries.

2. Current-Payment Benefits

Current-payment benefits for each type of old-age and survivor beneficiary are projected quarterly as the product of:

• The number of beneficiaries in current-payment status at

the midpoint of the quarter, 

• The average benefit in current-payment status at the

midpoint of the quarter, and

• A factor (developed from historical trends) to account

for three monthly payments in the quarter plus any random fluctuations. 

This procedure follows the method used in the projection of

current-payment benefits for disability beneficiaries. Tables

III.E12-III.E23 show the quarterly projection of current-payment benefits for male, female, and total old-age beneficiaries (table III.E12), young wives, young husbands, total

young spouses, aged wives, aged husbands, total aged

spouses, total wives, total husbands, and total spouses of oldage beneficiaries (tables III.E13, III.E14 and III.E15), minor,

disabled, and student children of old-age beneficiaries (table

III.E16), minor, disabled, and student children of deceased

workers (table III.E17), total children of old-age beneficiaries, deceased workers, and total OASI children (table

III.E18), aged widow(er)s by sex and total (table III.E19),

mothers and fathers of children of deceased workers, by sex

and total (table III.E20), parents of deceased workers, by sex
Benefit Payments

180

and total (table III.E21), disabled widow(er)s, by sex and

total (table III.E22), and special age-72 beneficiaries (table

III.E23).

Female retired workers receive 42 percent of the total current-payment benefits paid to retired workers. This percentage is projected to remain steady through 2010. 

Current-payment benefits to young husbands of retired

workers are projected to remain at relatively low levels, of

less than $100 thousand per quarter through 2010 (ranging

from $38 thousand to $64 thousand).

Current-payment benefits to student children of old-age beneficiaries are projected to remain small relative to benefits to

minor children. Benefits to minor and disabled children of

old-age beneficiaries are both projected to continue to

increase. Benefits to minor children are projected to increase

slightly faster than benefits to disabled children.

Current-payment benefits to all three categories of children

of deceased workers are much larger than the corresponding

categories of children of old-age beneficiaries. Benefits to

minor children of deceased workers are currently about

$2.1 billion per quarter and they are projected to reach nearly

$2.9 billion per quarter during 2010.

Benefits to aged widows make up the largest category of survivor benefits, increasing from about $11 billion per quarter

in 2000 to about $16.5 billion per quarter by 2010. Benefits

to mothers and disabled widows are projected to increase as

well. Benefits to aged widowers, fathers, and disabled widowers are all projected to increase, but to remain small relative to such benefits for female survivors.

Benefits to parents of deceased workers are projected to

decrease only slightly, as the increase in average benefits

partially offsets the decrease in the number of parent beneficiaries. Benefits to special age-72 beneficiaries are projected

to decline, because of the rapid decrease in the number of

such beneficiaries. Quarterly benefits are projected to be less

than $50 thousand by the second quarter of 2001.

3. Non-Current-Payment Benefits

One component of non-current-payment benefits to OASI

beneficiaries is retroactive benefits paid as a result of benefit

recomputation to take account of additional earnings after

initial retirement. This component will be called AERO

(Automatic Earnings Reappraisal Operation), after the name

of the operation that performs most of the recomputations.

This operation is normally performed twice a year. Therefore, non-current-payment benefits to OASI beneficiaries are

projected annually as the sum of AERO and non-AERO benefits. Non-current-payment benefits other than AERO are

projected for old-age beneficiaries and family members as

the product of:

• The number of awards to old-age beneficiaries,

• The average amount of such awards,

• A benefit increase factor, and

• A factor to allow for all other components of non-current-payment benefits. 

The benefit increase factor allows for the fact that retroactive

benefits for some months are at a lower rate than the rate at

time of first receipt, due to intervening benefit increases.

Table III.E24 shows the annual projection of non-currentpayment benefits other than AERO to retired workers and

family members.

The “all other” factor was near 3.0 until 1978. Retroactive

benefits were limited in that year, and were further limited in

1981. The “all other” factor ranged between 0.1 and 0.9 from

1984 through 1996. In 1997 and 1998, the factor exceeded

1.0 due to a special effort that was made to find aged widows

who were due higher benefits. Some of these widows were

fully insured and therefore were able to receive a retired

worker benefit. In 1999, the “all other” factor came back

down to 1.0. The elimination of the retirement earnings test

caused this factor to increase sharply to 1.9 in 2000. It is projected to return to 1.0 and remain at that level throughout the

projection period.

AERO benefits are projected as a total for all OASI beneficiaries and then split into amounts for:

• Old-age beneficiaries and family members, and

• Survivors, based on historical trends. 

AERO and non-AERO benefits are then added for each of

the two groups to produce total non-current-payment benefits.

Non-current-payment benefits to spouses and children of

retired workers are projected, by applying factors to such

benefits for retired workers. The factors are projected based

on historical trends. Table III.E25 shows the projection of

non-current-payment benefits to retired workers and spouses

and children of retired workers.

AERO benefits to retired workers and dependents declined

from 1983 to 1988, and have remained relatively stable since

then. The decline was caused primarily by:

• The effect of the wage-indexed benefit formula, which

results in smaller increases in benefits after a recomputation due to additional earnings, and

• A gradual speedup in the processing of earnings, which

results in fewer months of retroactive benefits.
OASI Dollars

181

AERO benefits increased sharply in 2000 due to an extra run

of the AERO operation. AERO benefits are projected to

begin increasing from about $300 million in recent years to

$459 million in 2010.

Non-current-payment benefits other than AERO are projected for survivors of deceased workers in a manner parallel

to that for old-age beneficiaries and dependents. Table

III.E26 shows the annual projection of non-current-payment

benefits other than AERO for survivors of deceased workers.

Non-current-payment benefits, including AERO benefits to

survivors, are split among the various types of survivors by

applying factors that are projected based on historical trends.

Table III.E27 shows the projection of non-current-payment

benefits to survivors of deceased workers.

4. Lump-Sum Death Benefits

The number of lump-sum death benefit payments is estimated by applying mortality rates to the fully insured population (shown earlier), and then applying a factor for the

percentage of insured deaths that result in a lump-sum death

benefit. The total amount of lump-sum death benefits is estimated by multiplying the number of lump-sum deaths by the

average benefit amount. Table III.E28 shows the number and

amount of lump-sum death benefits.

The number of lump-sum deaths dropped by about half in

1982 when the law changed to restrict the types of lump-sum

beneficiaries who are allowed. The number remained relatively steady at slightly over 800 thousand per year until

1993 when it increased for a few years and then leveled off at

roughly 870 thousand. In 2000, there were 879 thousand

lump-sum deaths. During the projection period, the number

of lump-sum deaths is expected to increase gradually, reaching 939 thousand by 2010. The average amount is projected

to remain constant at its recent average value.

5. Dual-Entitlement Benefits

Current-payment benefits to retired workers include reduced

secondary benefits, if any, for dually-entitled spouse,

widow(er), or parent beneficiaries. Tables III.E29, III.E30,

and III.E31 show the number, average amount, and total

amount, respectively, of reduced secondary benefits.

Table III.E29 shows that the number of dual entitlements has

been increasing steadily for female workers. The number of

dual entitlements for male workers has remained relatively

stable since 1994. Throughout the projection period, nearly

0.8 percent of male retired workers and 42.4 percent of

female retired workers are expected to be dually entitled.

Most of the dually-entitled beneficiaries have a reduced

widow(er) benefit. Widow(er)s currently account for about

57 percent of female dual entitlements and about 80 percent

of male dual entitlements.

Table III.E30 shows the projection of the average reduced

secondary benefit for dually-entitled workers. The average

reduced amounts for widow(er)s and parents are greater than

those for spouses, in part because the unreduced benefit is a

larger percent of the PIA for those categories.

Table III.E31 shows the projection of the total amount of

reduced secondary benefits. The percentage of current-payment benefits to retired workers that are actually reduced

secondary benefits has been increasing steadily, reaching 8.5

percent in 2000. That percentage is projected to continue

increasing, to 9.2 percent in the last quarter of 2010.

6. Quarterly Benefit Payments

Projected quarterly non-current-payment benefits are derived

from annual totals by applying an interpolation formula.

Quarterly historical and projected current-payment benefits

are adjusted for amounts paid to dually-entitled beneficiaries

by subtracting the total reduced secondary benefits amount

from current-payment benefits to retired workers and adding

the spouse, widow(er), and parent reduced secondary benefit

amounts to the spouse, widow(er), and parent current-payment amounts. Table III.E32 shows quarterly current-payment benefits which have been adjusted for amounts paid to

dually-entitled beneficiaries, non-current-payment benefits,

and total benefits for total retired workers, total dependents

of retired workers, total survivors, special age-72 beneficiaries, lump-sum death payments, and total OASI beneficiaries.

Total quarterly benefit payments from the OASI Trust Fund

are projected to increase from $92.3 billion in the first quarter of 2001 to $153.6 billion in the last quarter of 2010.

Tables III.E33, III.E34 and III.E35 summarize OASDI current-payment, non-current-payment, and total benefit payments, respectively.

Total OASDI benefit payments are projected to increase

from $106.9 billion in the first quarter of 2001 to $184.5 billion in the last quarter of 2010. 

Figure 4 (on page 217) further illustrates the numbers shown

in table III.E35 and the relative proportions of benefit payments by type.
182

Benefit Payments

Sources:

• Number in force and number awarded shown earlier.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded, shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E1.—Average Monthly Benefit of Retired Workers In Force, Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status 

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Male

1975 ........... 8.0 9,316.3 $209.68 902.4 $239.67 611.2 0.7671 $173.72 9,607.5 $231.05 0.9857 $227.75

1980 ........... 14.3 10,569.0 331.38 942.1 425.00 681.4 .8934 338.39 10,829.7 385.33 .9866 380.18

1985 ........... 3.1 11,867.6 521.60 982.6 525.65 733.5 .8460 454.98 12,116.0 541.80 .9937 538.37

1986 ........... 1.3 12,116.0 541.80 1,009.8 543.30 737.8 .8609 472.49 12,388.3 552.94 .9943 549.78

1987 ........... 4.2 12,388.3 552.94 966.1 576.99 730.0 .8682 500.20 12,624.6 580.62 .9946 577.46

1988 ........... 4.0 12,624.6 580.62 955.9 603.71 767.0 .8853 534.61 12,813.5 607.98 .9949 604.85

1989 ........... 4.7 12,813.5 607.98 955.8 643.89 740.1 .8538 543.50 13,029.7 642.38 .9946 638.89

1990 ........... 5.4 13,029.7 642.38 967.0 688.99 748.2 .8802 595.97 13,248.3 682.52 .9952 679.27

1991 ........... 3.7 13,248.3 682.52 991.9 717.47 761.0 .9049 640.43 13,479.2 712.29 .9959 709.34

1992 ........... 3.0 13,479.2 712.29 999.2 743.36 763.1 .8924 654.70 13,715.1 738.76 .9955 735.47

1993 ........... 2.6 13,715.1 738.76 969.5 765.84 795.0 .9043 685.43 13,890.2 762.67 .9956 759.29

1994 ........... 2.8 13,890.2 762.67 939.2 792.99 796.4 .9109 714.18 14,033.0 788.59 .9958 785.24

1995 ........... 2.6 14,033.0 788.59 923.9 815.15 794.0 .9085 735.07 14,163.8 813.64 .9958 810.21

1996 ........... 2.9 14,163.8 813.64 902.0 844.35 799.1 .9163 767.20 14,267.6 841.61 .9958 838.11

1997 ........... 2.1 14,267.6 841.61 895.7 872.45 804.5 .9191 789.80 14,359.0 864.00 .9959 860.47

1998 ........... 1.3 14,359.0 864.00 894.9 893.89 813.8 .9189 804.26 14,440.0 880.39 .9961 876.93

1999 ........... 1 2.5 14,440.0 880.39 940.4 940.03 825.2 .9215 830.79 14,556.2 908.02 .9963 904.62

2000 ........... 3.5 14,556.2 908.02 1,116.5 1,023.53 825.1 .9179 862.64 14,845.1 950.39 1.0007 951.05

2001 ........... 2.8 14,845.1 950.39 951.5 1,061.30 846.9 .9506 928.76 14,945.2 985.10 1.0007 985.79

2002 ........... 2.9 14,945.2 985.10 1,001.4 1,115.24 854.6 .9494 962.38 15,092.0 1,023.31 1.0007 1,024.02

2003 ........... 3.0 15,092.0 1,023.31 1,016.4 1,152.49 861.5 .9450 996.06 15,246.9 1,063.85 1.0007 1,064.59

2004 ........... 3.1 15,246.9 1,063.85 1,076.2 1,186.99 869.0 .9407 1,031.83 15,454.1 1,106.76 1.0007 1,107.53

2005 ........... 3.2 15,454.1 1,106.76 1,121.0 1,233.56 876.4 .9378 1,071.09 15,698.7 1,152.68 1.0007 1,153.48

2006 ........... 3.3 15,698.7 1,152.68 1,137.2 1,292.31 884.6 .9352 1,113.56 15,951.3 1,202.24 1.0007 1,203.07

2007 ........... 3.3 15,951.3 1,202.24 1,166.2 1,363.75 892.8 .9334 1,159.16 16,224.7 1,255.22 1.0007 1,256.09

2008 ........... 3.3 16,224.7 1,255.22 1,272.6 1,421.38 902.6 .9310 1,207.12 16,594.8 1,311.08 1.0007 1,311.99

2009 ........... 3.3 16,594.8 1,311.08 1,421.7 1,486.78 914.8 .9290 1,258.15 17,101.7 1,370.50 1.0007 1,371.45

2010 ........... 3.3 17,101.7 1,370.50 1,434.6 1,551.98 929.6 .9272 1,312.60 17,606.7 1,432.27 1.0007 1,433.27

Female

1975 ........... 8.0 7,262.1 166.90 603.4 173.12 315.7 .5347 96.37 7,549.7 183.19 .9924 181.80

1980 ........... 14.3 8,872.5 257.80 670.6 276.10 347.2 .5597 164.92 9,195.9 298.21 .9955 296.86

1985 ........... 3.1 10,438.8 397.58 699.8 331.84 415.0 .4825 197.79 10,723.5 413.02 .9977 412.09

1986 ........... 1.3 10,723.5 413.02 716.5 339.72 425.2 .5023 210.16 11,014.8 421.31 .9979 420.44

1987 ........... 4.2 11,014.8 421.31 694.5 358.15 433.2 .5296 232.48 11,276.3 441.96 .9982 441.16

1988 ........... 4.0 11,276.3 441.96 688.9 373.12 463.6 .5534 254.36 11,501.7 462.73 .9985 462.02

1989 ........... 4.7 11,501.7 462.73 685.5 396.53 454.8 .5000 242.22 11,732.6 488.73 .9984 487.93

1990 ........... 5.4 11,732.6 488.73 687.1 424.23 466.1 .5393 277.82 11,953.4 519.15 .9988 518.55

1991 ........... 3.7 11,953.4 519.15 688.4 441.25 476.4 .5629 303.02 12,165.3 542.08 .9992 541.63

1992 ........... 3.0 12,165.3 542.08 701.3 459.62 484.2 .5594 312.34 12,382.4 562.37 .9990 561.82

1993 ........... 2.6 12,382.4 562.37 687.8 479.04 514.5 .5926 341.90 12,555.8 581.26 .9991 580.72

1994 ........... 2.8 12,555.8 581.26 684.5 498.74 527.8 .6153 367.67 12,712.5 601.76 .9992 601.26

1995 ........... 2.6 12,712.5 601.76 684.2 518.80 536.0 .6281 387.79 12,860.9 621.73 .9992 621.22

1996 ........... 2.9 12,860.9 621.73 678.5 539.32 547.6 .6408 409.99 12,992.2 644.20 .9992 643.70

1997 ........... 2.1 12,992.2 644.20 822.1 592.00 560.6 .6615 435.07 13,253.6 663.07 .9992 662.53

1998 ........... 1.3 13,253.6 663.07 735.9 584.57 585.1 .6756 453.78 13,404.4 676.42 .9993 675.93

1999 ........... 1 2.5 13,404.4 676.42 748.8 613.82 605.2 .6864 475.47 13,548.8 698.00 .9993 697.50

2000 ........... 3.5 13,548.8 698.00 842.8 665.29 615.7 .6706 484.46 13,776.0 729.57 1.0004 729.89

2001 ........... 2.8 13,776.0 729.57 790.2 689.51 632.2 .7025 526.91 13,931.7 756.69 1.0004 757.02

2002 ........... 2.9 13,931.7 756.69 813.4 722.84 642.6 .7113 553.86 14,102.5 785.66 1.0004 786.00

2003 ........... 3.0 14,102.5 785.66 824.1 751.38 644.1 .7050 570.52 14,282.5 816.66 1.0004 817.01

2004 ........... 3.1 14,282.5 816.66 877.7 774.13 656.0 .7022 591.20 14,504.2 849.21 1.0004 849.58

2005 ........... 3.2 14,504.2 849.21 923.5 797.68 663.8 .6966 610.50 14,763.9 883.42 1.0004 883.80

2006 ........... 3.3 14,763.9 883.42 942.0 831.21 673.3 .6943 633.58 15,032.6 919.97 1.0004 920.37

2007 ........... 3.3 15,032.6 919.97 971.8 870.20 680.8 .6916 657.29 15,323.5 958.26 1.0004 958.68

2008 ........... 3.3 15,323.5 958.26 1,081.4 905.13 696.6 .6882 681.21 15,708.4 997.74 1.0004 998.18

2009 ........... 3.3 15,708.4 997.74 1,219.6 940.72 719.4 .6844 705.36 16,208.6 1,038.33 1.0004 1,038.79

2010 ........... 3.3 16,208.6 1,038.33 1,240.3 980.77 728.4 .6778 727.06 16,720.5 1,080.84 1.0004 1,081.31

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
OASI Dollars

183

Sources:

• Average benefit for retired worker shown earlier. 

• Historical benefit percentages computed by dividing average benefit for young or aged spouse by average benefit for retired worker; future benefit percentage projected by regression, with ad hoc adjustments.

• Historical average monthly benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit calculated by applying corresponding percentage to applicable average benefit for retired workers.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E2.—Average Monthly Benefit to Young and Aged Spouses of Retired Workers In Current-Payment Status

(End of calendar years 1975-2010)

Year

Average benefit for

retired worker in

current-payment status

Young spouses Aged spouses

Average benefit for

total spouses of

retired workers

Percent of

average benefit

for retired worker Average benefit

Percent of

average benefit

for retired worker Average benefit

Male workers

1975.............................. $227.75 31.13 $70.89 47.32 $107.77 $105.24

1980.............................. 380.18 31.86 121.11 46.30 176.04 172.42

1985.............................. 538.37 30.32 163.26 46.50 250.36 247.28

1986.............................. 549.78 30.19 165.99 46.52 255.75 252.74

1987.............................. 577.46 30.24 174.62 46.48 268.42 265.45

1988.............................. 604.85 30.16 182.42 46.45 280.98 278.07

1989.............................. 638.89 30.37 194.02 46.45 296.77 293.80

1990.............................. 679.27 30.64 208.13 46.43 315.39 312.35

1991.............................. 709.34 30.93 219.42 46.41 329.24 326.23

1992.............................. 735.47 31.18 229.32 46.37 341.04 338.04

1993.............................. 759.29 31.44 238.72 46.34 351.84 348.85

1994.............................. 785.24 31.66 248.59 46.31 363.61 360.64

1995.............................. 810.21 31.69 256.73 46.29 375.01 372.04

1996.............................. 838.11 33.09 277.29 46.25 387.66 385.20

1997.............................. 860.47 33.28 286.36 46.16 397.20 394.85

1998.............................. 876.93 33.63 294.93 46.07 404.01 401.79

1999.............................. 904.62 33.99 307.49 45.90 415.25 413.11

2000.............................. 951.05 34.58 328.89 45.58 433.53 431.43

2001.............................. 985.79 35.09 345.87 45.60 449.48 447.43

2002.............................. 1,024.02 35.63 364.81 45.60 466.97 464.97

2003.............................. 1,064.59 36.20 385.39 45.60 485.46 483.51

2004.............................. 1,107.53 36.81 407.72 45.60 504.99 503.08

2005.............................. 1,153.48 37.46 432.15 45.59 525.83 523.99

2006.............................. 1,203.07 38.00 457.17 45.57 548.28 546.49

2007.............................. 1,256.09 38.00 477.32 45.56 572.25 570.39

2008.............................. 1,311.99 38.00 498.56 45.54 597.49 595.55

2009.............................. 1,371.45 38.00 521.15 45.52 624.30 622.28

2010.............................. 1,433.27 38.00 544.64 45.50 652.14 650.03

Female workers

1975.............................. 181.80 (1) (1) 54.49 99.07 99.07

1980.............................. 296.86 27.24 80.85 44.49 132.08 132.07

1985.............................. 412.09 20.87 86.02 41.12 169.47 169.11

1986.............................. 420.44 21.17 88.99 40.51 170.33 170.01

1987.............................. 441.16 22.28 98.29 39.93 176.16 175.87

1988.............................. 462.02 20.86 96.40 39.34 181.78 181.49

1989.............................. 487.93 22.24 108.54 38.81 189.39 189.14

1990.............................. 518.55 23.27 120.67 38.28 198.48 198.22

1991.............................. 541.63 25.07 135.76 37.59 203.61 203.37

1992.............................. 561.82 26.09 146.57 37.10 208.43 208.22

1993.............................. 580.72 26.62 154.60 36.55 212.27 212.09

1994.............................. 601.26 26.55 159.61 36.01 216.54 216.38

1995.............................. 621.22 25.80 160.26 35.57 220.97 220.81

1996.............................. 643.70 24.68 158.88 35.08 225.84 225.68

1997.............................. 662.53 25.60 169.64 34.55 228.90 228.78

1998.............................. 675.93 30.80 208.22 34.11 230.53 230.48

1999.............................. 697.50 30.64 213.71 33.63 234.57 234.53

2000.............................. 729.89 29.03 211.86 33.27 242.81 242.75

2001.............................. 757.02 28.99 219.48 32.83 248.51 248.44

2002.............................. 786.00 28.98 227.81 32.41 254.72 254.66

2003.............................. 817.01 28.98 236.76 32.00 261.41 261.36

2004.............................. 849.58 28.97 246.11 31.59 268.42 268.37

2005.............................. 883.80 28.96 255.94 31.20 275.76 275.72

2006.............................. 920.37 28.95 266.45 30.82 283.66 283.62

2007.............................. 958.68 28.94 277.47 30.45 291.90 291.87

2008.............................. 998.18 28.94 288.83 30.09 300.31 300.28

2009.............................. 1,038.79 28.93 300.51 29.73 308.84 308.82

2010.............................. 1,081.31 28.93 312.78 29.38 317.73 317.72

1 This benefit became available on October 17, 1980.
Benefit Payments

184

Sources:

• Average benefit for male retired worker shown earlier. 

• Historical benefit percentages computed by dividing average MBA for minor, disabled, or student children by average benefit for male retired worker; future MBA percentage projected by regression, based on family size factor, with ad hoc adjustments.

• Historical average monthly benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit calculated by applying corresponding percentage to applicable average benefit for retired workers.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E3.—Average Monthly Benefit to Minor, Disabled, and Student Children of Retired Workers In Current-Payment Status

(End of calendar years 1975-2010)

Year

Average benefit

for male retired

worker in currentpayment status

Minor children Disabled children Student children

Average benefit

for total children

of retired workers

Percent of

average benefit for

male retired worker Average benefit

Percent of

average benefit for

male retired worker Average benefit

Percent of

average benefit for

male retired worker Average benefit

1975 .................... $227.75 27.72 $63.13 41.60 $94.75 45.61 $103.88 $77.42

1976 .................... 247.70 28.90 71.58 42.18 104.47 46.98 116.37 87.69

1977 .................... 268.38 28.44 76.33 41.65 111.79 46.12 123.77 94.27

1978 .................... 291.61 29.71 86.64 42.00 122.49 47.55 138.66 105.76

1979 .................... 326.75 29.97 97.93 42.14 137.69 48.12 157.24 119.84

1980 .................... 380.18 30.25 115.00 42.21 160.47 48.40 184.01 140.50

1981 .................... 431.06 30.41 131.07 42.27 182.22 48.86 210.62 161.39

1982 .................... 469.59 31.15 146.29 42.39 199.08 38.28 179.74 165.41

1983 .................... 494.97 33.01 163.39 42.57 210.73 31.01 153.51 176.09

1984 .................... 517.75 33.00 170.86 42.77 221.43 28.98 150.03 185.79

1985 .................... 538.37 32.98 177.56 42.97 231.35 43.16 232.38 197.85

1986 .................... 549.78 33.25 182.80 43.17 237.34 43.86 241.15 204.10

1987 .................... 577.46 33.39 192.81 43.35 250.33 43.75 252.66 216.12

1988 .................... 604.85 33.33 201.57 43.54 263.33 43.89 265.44 227.73

1989 .................... 638.89 33.47 213.81 43.72 279.33 44.40 283.69 242.33

1990 .................... 679.27 33.64 228.53 43.91 298.26 44.29 300.87 259.29

1991 .................... 709.34 33.91 240.57 44.11 312.92 43.23 306.67 272.60

1992 .................... 735.47 34.31 252.33 44.33 326.03 43.81 322.20 285.20

1993 .................... 759.29 34.65 263.11 44.52 338.04 43.91 333.40 296.74

1994 .................... 785.24 35.01 274.95 44.71 351.06 44.52 349.55 309.30

1995 .................... 810.21 35.39 286.70 44.90 363.78 44.46 360.25 321.48

1996 .................... 838.11 36.15 302.99 45.14 378.36 44.71 374.70 337.05

1997 .................... 860.47 36.59 314.85 45.31 389.84 45.14 388.40 348.99

1998 .................... 876.93 36.98 324.31 45.50 398.99 45.39 398.02 358.37

1999 .................... 904.62 37.47 338.93 45.65 412.99 46.13 417.31 372.73

2000 .................... 951.05 38.21 363.36 45.61 433.74 46.73 444.39 394.76

2001 .................... 985.79 38.52 379.75 45.80 451.54 45.81 451.63 411.19

2002 .................... 1,024.02 38.85 397.85 46.02 471.25 45.65 467.42 429.64

2003 .................... 1,064.59 39.19 417.22 46.25 492.37 45.67 486.19 449.47

2004 .................... 1,107.53 39.53 437.84 46.49 514.92 45.74 506.64 470.64

2005 .................... 1,153.48 39.88 459.99 46.75 539.24 45.83 528.69 493.43

2006 .................... 1,203.07 40.00 481.23 47.03 565.78 45.88 552.02 516.68

2007 .................... 1,256.09 40.00 502.44 47.33 594.50 45.89 576.42 540.88

2008 .................... 1,311.99 40.00 524.80 47.65 625.13 45.88 602.00 566.64

2009 .................... 1,371.45 40.00 548.58 47.98 658.00 45.89 629.40 594.15

2010 .................... 1,433.27 40.00 573.31 48.00 687.97 45.91 658.00 621.05
OASI Dollars

185

Sources:

• Number in force and total number awarded (including conversions), shown earlier.

• Number of conversions based on minor children of retired workers terminated prior to age 18.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E4.—Average Monthly Benefit to Minor Child Survivors of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force 

beginning of year

Accessions

during year

Terminations

during year

In force

end of year

Current-payment 

status end of year

Number

Average

benefit Awards

ConversionsAverage

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

1975.............. 8.0 2,258.6 $122.44 300.1 21.5 $132.47 369.7 0.8604 $113.77 2,210.6 $135.36 0.9990 $135.22

1976.............. 6.4 2,210.6 135.36 272.3 30.4 147.10 351.7 .8756 126.10 2,161.5 147.37 .9986 147.16

1977.............. 5.9 2,161.5 147.37 290.1 3.2 163.14 341.1 .8132 126.91 2,113.7 161.75 1.0008 161.88

1978.............. 6.5 2,113.7 161.75 264.5 22.5 178.80 366.1 .8419 145.03 2,034.7 178.09 1.0010 178.26

1979.............. 9.9 2,034.7 178.09 240.8 37.8 199.00 347.1 .8468 165.73 1,966.2 201.48 1.0007 201.63

1980.............. 14.3 1,966.2 201.48 227.1 34.7 220.20 336.2 .8499 195.73 1,891.8 235.04 1.0009 235.25

1981.............. 11.2 1,891.8 235.04 228.3 14.8 231.90 322.7 .8349 218.22 1,812.3 265.09 1.0024 265.73

1982.............. 7.4 1,812.3 265.09 222.7 11.4 249.83 306.8 .7955 226.48 1,739.7 290.28 1.0040 291.44

1983.............. 3.5 1,739.7 290.28 211.4 9.1 266.25 288.4 .8294 249.20 1,671.8 304.77 1.0078 307.16

1984.............. 3.5 1,671.8 304.77 202.2 10.6 280.89 280.0 .8785 277.10 1,604.6 317.55 1.0100 320.73

1985.............. 3.1 1,604.6 317.55 203.6 10.9 293.16 265.1 .8879 290.68 1,554.0 328.93 1.0112 332.61

1986.............. 1.3 1,554.0 328.93 198.9 9.3 303.84 247.7 .9158 305.16 1,514.6 333.75 1.0154 338.90

1987.............. 4.2 1,514.6 333.75 191.3 10.0 321.73 245.7 .9318 324.06 1,470.2 348.17 1.0165 353.92

1988.............. 4.0 1,470.2 348.17 191.6 10.5 332.04 247.2 .9443 341.91 1,425.0 361.33 1.0183 367.96

1989.............. 4.7 1,425.0 361.33 188.5 9.4 349.95 228.8 .9620 363.96 1,394.1 376.65 1.0204 384.34

1990.............. 5.4 1,394.1 376.65 188.7 9.4 367.25 209.9 .9599 381.08 1,382.3 395.14 1.0219 403.80

1991.............. 3.7 1,382.3 395.14 191.4 9.8 377.68 201.9 .9458 387.56 1,381.6 408.33 1.0212 416.98

1992.............. 3.0 1,381.6 408.33 192.7 9.4 386.95 194.0 .9575 402.72 1,389.7 418.18 1.0226 427.64

1993.............. 2.6 1,389.7 418.18 199.1 9.6 397.93 193.2 .9508 407.94 1,405.1 427.34 1.0225 436.96

1994.............. 2.8 1,405.1 427.34 202.5 9.2 413.11 190.7 .9477 416.32 1,426.0 438.49 1.0234 448.73

1995.............. 2.6 1,426.0 438.49 200.4 9.2 425.61 197.5 .9568 430.46 1,438.2 449.02 1.0240 459.79

1996.............. 2.9 1,438.2 449.02 195.0 8.7 447.24 197.4 .8944 413.24 1,444.5 466.62 1.0249 478.23

1997.............. 2.1 1,444.5 466.62 184.8 9.5 465.55 208.0 .9538 454.41 1,430.8 478.14 1.0250 490.09

1998.............. 1.3 1,430.8 478.14 182.6 8.8 479.39 199.6 .9565 463.29 1,422.6 486.65 1.0252 498.93

1999.............. 1 2.5 1,422.6 486.65 182.7 8.8 509.28 200.4 .9681 482.41 1,413.7 502.07 1.0257 514.96

2000.............. 3.5 1,413.7 502.07 184.9 8.5 536.75 199.5 .9650 501.44 1,407.6 524.57 1.0261 538.27

2001.............. 2.8 1,407.6 524.57 182.5 9.1 557.74 198.4 .9615 518.51 1,400.8 544.72 1.0261 558.95

2002.............. 2.9 1,400.8 544.72 181.5 9.3 584.09 198.2 .9606 538.42 1,393.4 566.89 1.0261 581.70

2003.............. 3.0 1,393.4 566.89 180.1 9.4 612.16 201.5 .9594 560.19 1,381.5 591.23 1.0261 606.68

2004.............. 3.1 1,381.5 591.23 178.5 9.6 642.22 200.8 .9574 583.59 1,368.8 617.86 1.0261 634.00

2005.............. 3.2 1,368.8 617.86 176.7 9.7 674.91 201.7 .9566 609.97 1,353.6 646.89 1.0261 663.78

2006.............. 3.3 1,353.6 646.89 174.7 9.8 707.06 203.6 .9548 638.02 1,334.5 678.21 1.0261 695.92

2007.............. 3.3 1,334.5 678.21 172.2 9.8 740.18 206.9 .9545 668.70 1,309.7 711.13 1.0261 729.70

2008.............. 3.3 1,309.7 711.13 169.4 9.8 775.01 208.3 .9546 701.25 1,280.6 745.68 1.0261 765.15

2009.............. 3.3 1,280.6 745.68 166.5 9.7 811.19 205.0 .9540 734.83 1,251.8 781.85 1.0261 802.27

2010.............. 3.3 1,251.8 781.85 163.8 9.7 849.62 200.2 .9540 770.49 1,225.1 819.66 1.0261 841.07

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

186

Sources:

• Number in force and total number awarded (including conversions), shown earlier.

• Number of conversions based on terminations of disabled children of retired workers.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E5.—Average Monthly Benefit to Disabled Child Survivors of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force 

beginning of year

Accessions

during year

Terminations

during year

In force

end of year

Current-payment 

status end of year

Number

Average

benefit Awards

ConversionsAverage

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

1975 ............. 8.0 209.1 $130.18 11.2 12.1 $143.07 9.7 0.7986 $112.28 222.6 $142.09 1.0029 $142.50

1976 ............. 6.4 222.6 142.09 11.5 12.5 152.20 10.8 .8025 121.33 235.9 152.65 .9954 151.96

1977 ............. 5.9 235.9 152.65 11.9 12.6 170.40 11.8 .9320 150.66 248.6 163.04 1.0007 163.15

1978 ............. 6.5 248.6 163.04 11.0 10.8 176.70 13.7 .7625 132.40 256.8 176.09 1.0008 176.23

1979 ............. 9.9 256.8 176.09 11.0 12.7 198.60 13.2 .8127 157.28 267.2 195.77 1.0006 195.90

1980 ............. 14.3 267.2 195.77 10.6 13.0 229.10 12.4 .8014 179.32 278.4 226.21 1.0007 226.36

1981 ............. 11.2 278.4 226.21 9.7 12.8 250.13 9.8 .7573 190.51 291.1 253.49 1.0018 253.96

1982 ............. 7.4 291.1 253.49 9.7 11.0 267.53 9.2 .6020 163.89 302.6 275.21 1.0022 275.82

1983 ............. 3.5 302.6 275.21 11.2 11.0 288.55 9.5 .7699 219.31 315.4 287.08 1.0067 288.99

1984 ............. 3.5 315.4 287.08 12.6 11.7 300.30 9.2 .8132 241.62 330.5 298.90 1.0122 302.53

1985 ............. 3.1 330.5 298.90 12.9 10.8 310.24 9.0 .6986 215.29 345.2 310.73 1.0153 315.48

1986 ............. 1.3 345.2 310.73 13.4 10.3 318.74 8.5 .6973 219.50 360.4 317.28 1.0180 322.99

1987 ............. 4.2 360.4 317.28 12.0 10.5 326.60 8.6 .6983 230.86 374.4 332.65 1.0222 340.04

1988 ............. 4.0 374.4 332.65 11.3 11.5 342.20 10.8 .6316 218.51 386.4 349.30 1.0231 357.36

1989 ............. 4.7 386.4 349.30 10.8 11.7 366.29 9.1 .7960 291.13 399.8 367.45 1.0290 378.11

1990 ............. 5.4 399.8 367.45 11.1 11.4 391.58 10.0 .7550 292.41 412.2 389.83 1.0325 402.49

1991 ............. 3.7 412.2 389.83 11.6 11.5 403.10 10.1 .7250 293.09 425.1 406.83 1.0360 421.47

1992 ............. 3.0 425.1 406.83 13.7 11.7 415.06 9.9 .6991 292.95 440.6 421.65 1.0394 438.26

1993 ............. 2.6 440.6 421.65 13.7 11.9 425.88 10.2 .7201 311.53 456.0 434.95 1.0431 453.71

1994 ............. 2.8 456.0 434.95 12.5 12.4 442.70 10.9 .7337 328.05 470.0 449.66 1.0470 470.81

1995 ............. 2.6 470.0 449.66 11.9 12.6 464.49 11.0 .7836 361.53 483.5 463.78 1.0509 487.38

1996 ............. 2.9 483.5 463.78 11.0 12.6 481.66 11.3 .7930 378.44 495.8 479.69 1.0550 506.08

1997 ............. 2.1 495.8 479.69 10.6 12.8 492.48 12.0 .7946 389.19 507.1 492.28 1.0589 521.25

1998 ............. 1.3 507.1 492.28 10.9 13.2 502.27 13.1 .8127 405.27 518.0 501.21 1.0630 532.80

1999 ............. 1 2.5 518.0 501.21 11.4 13.6 519.33 14.7 .8567 439.70 528.3 515.57 1.0676 550.41

2000 ............. 3.5 528.3 515.57 11.5 14.5 539.44 17.1 .8839 471.67 537.2 535.88 1.0725 574.73

2001 ............. 2.8 537.2 535.88 10.6 14.2 560.53 15.8 .8335 459.13 546.3 553.97 1.0725 594.13

2002 ............. 2.9 546.3 553.97 10.2 14.4 587.02 16.0 .8636 492.26 554.9 573.03 1.0725 614.57

2003 ............. 3.0 554.9 573.03 10.0 14.6 615.23 16.3 .8736 515.61 563.2 593.46 1.0725 636.49

2004 ............. 3.1 563.2 593.46 9.8 14.7 645.44 16.5 .8831 540.34 571.1 615.37 1.0725 659.98

2005 ............. 3.2 571.1 615.37 9.5 14.8 678.29 16.8 .8932 567.26 578.5 638.84 1.0725 685.16

2006 ............. 3.3 578.5 638.84 9.4 14.9 710.60 17.1 .8978 592.51 585.7 664.00 1.0725 712.14

2007 ............. 3.3 585.7 664.00 9.3 15.0 743.89 17.5 .9020 618.68 592.5 690.27 1.0725 740.32

2008 ............. 3.3 592.5 690.27 9.3 15.1 778.90 17.8 .9066 646.43 599.1 717.71 1.0725 769.75

2009 ............. 3.3 599.1 717.71 9.3 15.1 815.26 18.1 .9103 674.88 605.5 746.38 1.0725 800.50

2010 ............. 3.3 605.5 746.38 9.3 15.1 853.88 18.5 .9145 705.05 611.4 776.32 1.0725 832.61

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
OASI Dollars

187

Sources:

• Number in force, awarded (including conversions), and terminated shown earlier.

• Number of conversions based on limited data comparing number of awards and terminations to number in force.

• Average benefit awarded shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E6.—Average Monthly Benefit to Student Child Survivors of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status

(Calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force 

beginning of year

Accessions

during year

Terminations

during year

In force

end of year

Current-payment

status end of year

Number

Average

benefit Awards

ConversionsAverage

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

1975.............. 8.0 466.9 $144.21 279.8 10.1 $152.23 242.4 0.9521 $148.28 514.4 $157.28 1.0070 $158.38

1976.............. 6.4 514.4 157.28 295.1 14.3 162.80 284.7 .9457 158.26 539.0 169.54 .9972 169.06

1977.............. 5.9 539.0 169.54 311.1 15.8 177.08 327.0 .9487 170.32 538.9 183.64 1.0016 183.94

1978.............. 6.5 538.9 183.64 291.4 14.4 191.30 309.1 .9419 184.21 535.6 199.69 1.0057 200.83

1979.............. 9.9 535.6 199.69 292.8 17.4 217.00 321.0 .9461 207.64 524.8 225.24 1.0058 226.55

1980.............. 14.3 524.8 225.24 300.5 16.6 253.10 307.6 .9412 242.30 534.4 263.59 1.0070 265.44

1981.............. 11.2 534.4 263.59 295.4 14.2 284.99 306.0 .9384 275.05 537.9 298.71 1.0099 301.68

1982.............. 7.4 537.9 298.71 241.0 26.6 305.39 433.0 1.1324 363.30 372.5 260.36 1.0014 260.71

1983.............. 3.5 372.5 260.36 158.4 21.3 315.53 324.9 1.1933 321.56 227.3 231.42 1.0086 233.41

1984.............. 3.5 227.3 231.42 136.6 18.5 341.43 243.4 1.2452 298.26 139.0 250.38 1.0271 257.16

1985.............. 3.1 139.0 250.38 119.3 15.9 362.18 205.7 1.1433 295.13 68.5 352.40 1.0239 360.83

1986.............. 1.3 68.5 352.40 110.6 15.0 378.30 129.6 1.0492 374.56 64.6 363.17 1.0348 375.82

1987.............. 4.2 64.6 363.17 108.4 14.3 401.52 125.5 1.0549 399.21 61.8 382.07 1.0472 400.09

1988.............. 4.0 61.8 382.07 119.7 14.2 426.20 123.8 1.0659 423.54 71.9 405.99 1.0460 424.65

1989.............. 4.7 71.9 405.99 106.3 13.2 450.34 123.8 1.0576 449.55 67.6 424.91 1.0541 447.90

1990.............. 5.4 67.6 424.91 101.6 12.2 471.87 115.2 1.0596 474.54 66.2 442.73 1.0639 471.02

1991.............. 3.7 66.2 442.73 97.5 11.4 488.74 108.6 1.0715 491.93 66.6 454.07 1.0708 486.23

1992.............. 3.0 66.6 454.07 97.3 10.9 502.57 106.0 1.0784 504.37 68.7 465.99 1.0818 504.10

1993.............. 2.6 68.7 465.99 98.5 10.8 513.84 108.1 1.0865 519.46 70.0 470.10 1.0955 514.97

1994.............. 2.8 70.0 470.10 95.5 10.5 529.65 107.4 1.1000 531.60 68.6 479.29 1.1104 532.22

1995.............. 2.6 68.6 479.29 94.6 10.2 543.65 103.9 1.1136 547.63 69.6 486.52 1.1233 546.53

1996.............. 2.9 69.6 486.52 96.8 10.2 556.15 105.5 1.1183 559.86 71.2 496.34 1.1298 560.79

1997.............. 2.1 71.2 496.34 102.1 10.5 566.31 110.0 1.1224 568.80 73.7 505.09 1.1278 569.62

1998.............. 1.3 73.7 505.09 101.6 10.5 575.18 111.9 1.1256 575.91 73.9 510.74 1.1354 579.90

1999.............. 1 2.5 73.9 510.74 101.4 10.6 594.25 114.7 1.1340 593.10 71.2 522.19 1.1409 595.78

2000.............. 3.5 71.2 522.19 101.0 10.8 624.45 111.9 1.1502 621.64 71.1 544.77 1.1540 628.66

2001.............. 2.8 71.1 544.77 101.0 11.1 648.87 111.2 1.1526 645.49 71.9 566.19 1.1540 653.38

2002.............. 2.9 71.9 566.19 101.5 10.8 679.53 111.9 1.1570 674.08 72.3 591.58 1.1540 682.67

2003.............. 3.0 72.3 591.58 103.1 10.9 712.19 112.9 1.1595 706.52 73.4 619.55 1.1540 714.95

2004.............. 3.1 73.4 619.55 103.7 11.1 747.15 114.4 1.1600 740.95 73.8 648.93 1.1540 748.85

2005.............. 3.2 73.8 648.93 104.5 11.1 785.18 115.0 1.1623 778.39 74.4 681.18 1.1540 786.07

2006.............. 3.3 74.4 681.18 106.4 11.3 822.59 116.4 1.1614 817.25 75.7 713.84 1.1540 823.76

2007.............. 3.3 75.7 713.84 109.4 11.5 861.12 118.9 1.1611 856.16 77.7 748.22 1.1540 863.43

2008.............. 3.3 77.7 748.22 111.9 11.9 901.64 122.1 1.1596 896.27 79.3 783.85 1.1540 904.55

2009.............. 3.3 79.3 783.85 112.3 12.0 943.73 124.0 1.1583 937.86 79.6 819.39 1.1540 945.56

2010.............. 3.3 79.6 819.39 111.2 12.0 988.44 123.7 1.1598 981.65 79.1 856.10 1.1540 987.92

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
188

Benefit Payments

Sources:

• Number in force and number awarded shown earlier.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded, shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E7.—Average Monthly Benefit to Aged Widows and Widowers of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of year

Average

benefit

Widows

1975 ........... 8.0 3,707.2 $177.27 353.2 $199.40 253.6 0.8672 $166.02 3,806.8 $193.88 1.0002 $193.92

1980 ........... 14.3 4,202.4 269.72 424.7 314.70 331.0 .8996 277.33 4,296.1 311.31 1.0007 311.51

1985 ........... 3.1 4,722.0 414.49 467.3 444.08 369.4 .9149 390.99 4,819.9 431.75 1.0050 433.92

1986 ........... 1.3 4,819.9 431.75 455.0 457.38 370.1 .9212 402.90 4,904.9 441.82 1.0070 444.89

1987 ........... 4.2 4,904.9 441.82 437.5 481.17 360.3 .9111 419.44 4,982.1 465.16 1.0081 468.93

1988 ........... 4.0 4,982.1 465.16 424.2 508.02 359.9 .9150 442.66 5,046.5 488.74 1.0096 493.42

1989 ........... 4.7 5,046.5 488.74 414.8 536.46 353.4 .9104 465.85 5,107.8 516.89 1.0111 522.64

1990 ........... 5.4 5,107.8 516.89 415.9 570.14 360.0 .9109 496.24 5,163.8 550.23 1.0130 557.39

1991 ........... 3.7 5,163.8 550.23 418.9 594.29 367.6 .9074 517.74 5,215.0 576.22 1.0144 584.53

1992 ........... 3.0 5,215.0 576.22 418.6 614.32 370.9 .9036 536.29 5,262.7 599.19 1.0159 608.74

1993 ........... 2.6 5,262.7 599.19 415.2 636.12 391.0 .9040 555.78 5,287.0 620.81 1.0176 631.72

1994 ........... 2.8 5,287.0 620.81 410.7 655.15 395.1 .9030 576.29 5,302.6 644.12 1.0193 656.55

1995 ........... 2.6 5,302.6 644.12 397.2 679.54 393.3 .9009 595.38 5,306.5 667.12 1.0211 681.20

1996 ........... 2.9 5,306.5 667.12 391.5 702.41 394.5 .9069 622.55 5,303.4 692.40 1.0229 708.26

1997 ........... 2.1 5,303.4 692.40 393.6 714.69 453.7 .9251 653.98 5,243.3 712.10 1.0286 732.45

1998 ........... 1.3 5,243.3 712.10 395.7 725.36 420.5 .9046 652.53 5,218.5 727.21 1.0317 750.25

1999 ........... 1 2.5 5,218.5 727.21 419.8 729.15 439.6 .8914 663.78 5,198.7 750.25 1.0344 776.07

2000 ........... 3.5 5,198.7 750.25 454.0 732.60 474.9 .8674 673.57 5,177.8 782.10 1.0380 811.78

2001 ........... 2.8 5,177.8 782.10 401.9 762.20 417.7 .8291 666.60 5,162.0 811.86 1.0380 842.67

2002 ........... 2.9 5,162.0 811.86 415.1 790.99 421.5 .8259 689.94 5,155.7 843.72 1.0380 875.74

2003 ........... 3.0 5,155.7 843.72 409.7 820.73 421.0 .8276 719.25 5,144.4 877.44 1.0380 910.74

2004 ........... 3.1 5,144.4 877.44 413.3 856.70 421.0 .8270 748.16 5,136.7 913.61 1.0380 948.28

2005 ........... 3.2 5,136.7 913.61 410.1 894.50 420.2 .8281 780.78 5,126.6 952.26 1.0380 988.40

2006 ........... 3.3 5,126.6 952.26 421.8 932.97 421.5 .8241 810.67 5,127.0 993.74 1.0380 1,031.45

2007 ........... 3.3 5,127.0 993.74 440.7 978.39 425.2 .8196 841.37 5,142.4 1,037.72 1.0380 1,077.10

2008 ........... 3.3 5,142.4 1,037.72 451.2 1,023.44 428.3 .8168 875.63 5,165.4 1,084.00 1.0380 1,125.14

2009 ........... 3.3 5,165.4 1,084.00 458.7 1,071.72 430.8 .8152 912.83 5,193.2 1,132.70 1.0380 1,175.68

2010 ........... 3.3 5,193.2 1,132.70 452.3 1,122.64 431.1 .8174 956.40 5,214.4 1,183.63 1.0380 1,228.54

Widowers

1975 ........... 8.0 3.1 164.36 .5 176.86 .4 .9665 171.57 3.1 178.25 1.0001 178.27

1980 ........... 14.3 20.9 201.04 11.4 194.60 7.2 .8053 185.05 25.2 226.55 1.0565 239.36

1985 ........... 3.1 42.9 277.66 17.3 260.82 14.0 .9755 279.25 46.1 278.87 1.1396 317.81

1986 ........... 1.3 46.1 278.87 17.6 268.84 13.1 .8330 235.31 50.6 289.99 1.1226 325.53

1987 ........... 4.2 50.6 289.99 17.3 276.40 14.3 .8956 270.62 53.7 302.24 1.1300 341.52

1988 ........... 4.0 53.7 302.24 18.0 286.20 15.1 .8840 277.87 56.6 315.12 1.1408 359.48

1989 ........... 4.7 56.6 315.12 17.0 307.27 14.5 .8938 294.88 59.1 332.02 1.1504 381.95

1990 ........... 5.4 59.1 332.02 17.9 326.01 15.0 .8905 311.61 62.0 352.31 1.1592 408.40

1991 ........... 3.7 62.0 352.31 18.8 338.52 15.5 .8849 323.29 65.2 367.63 1.1641 427.96

1992 ........... 3.0 65.2 367.63 19.2 350.17 15.7 .8835 334.56 68.7 380.80 1.1650 443.62

1993 ........... 2.6 68.7 380.80 18.2 360.56 15.5 .8687 339.41 71.4 394.13 1.1709 461.48

1994 ........... 2.8 71.4 394.13 17.9 369.12 16.0 .8621 349.31 73.3 408.56 1.1782 481.36

1995 ........... 2.6 73.3 408.56 17.4 388.29 15.5 .8824 369.90 75.2 422.18 1.1848 500.19

1996 ........... 2.9 75.2 422.18 17.2 400.32 15.3 .8764 380.74 77.1 437.44 1.1902 520.66

1997 ........... 2.1 77.1 437.44 17.3 410.67 16.8 .9046 404.00 77.6 447.88 1.1935 534.52

1998 ........... 1.3 77.6 447.88 17.8 416.06 16.4 .8616 390.89 79.0 458.25 1.1983 549.10

1999 ........... 1 2.5 79.0 458.25 19.6 427.57 17.8 .8456 396.81 80.8 475.07 1.2049 572.42

2000 ........... 3.5 80.8 475.07 22.0 431.36 19.6 .8047 395.68 83.2 498.32 1.2178 606.86

2001 ........... 2.8 83.2 498.32 24.2 448.79 24.8 .8480 434.41 82.7 517.02 1.2178 629.64

2002 ........... 2.9 82.7 517.02 20.5 465.74 19.8 .8056 428.61 83.3 540.29 1.2178 657.98

2003 ........... 3.0 83.3 540.29 20.4 483.25 19.6 .8003 445.36 84.1 564.65 1.2178 687.65

2004 ........... 3.1 84.1 564.65 20.2 504.43 19.5 .8014 466.52 84.8 590.21 1.2178 718.77

2005 ........... 3.2 84.8 590.21 19.8 526.69 19.3 .8021 488.58 85.3 617.28 1.2178 751.73

2006 ........... 3.3 85.3 617.28 20.7 549.34 19.6 .7937 506.12 86.4 646.37 1.2178 787.17

2007 ........... 3.3 86.4 646.37 22.3 576.08 20.3 .7842 523.64 88.4 677.70 1.2178 825.32

2008 ........... 3.3 88.4 677.70 22.9 602.61 20.9 .7839 548.76 90.3 710.44 1.2178 865.19

2009 ........... 3.3 90.3 710.44 23.4 631.04 21.5 .7841 575.42 92.2 744.72 1.2178 906.93

2010 ........... 3.3 92.2 744.72 24.1 661.02 22.1 .7829 602.28 94.3 780.70 1.2178 950.75

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
OASI Dollars

189

Sources:

• Number in force and number awarded shown earlier.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded, shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E8.—Average Monthly Benefit to Mother and Father Beneficiaries In Force, 

Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Mothers

1975........... 8.0 643.9 $136.00 111.4 $153.39 110.3 0.9571 $140.58 645.0 $149.08 0.9902 $147.62

1980........... 14.3 620.4 216.02 99.9 247.60 110.6 .9655 238.39 609.7 248.57 1.0026 249.21

1985........... 3.1 417.8 327.14 67.0 324.39 80.1 .9479 319.69 404.6 338.63 1.0017 339.20

1986........... 1.3 404.6 338.63 64.1 332.88 84.1 .9698 332.68 384.7 343.60 1.0031 344.67

1987........... 4.2 384.7 343.60 59.0 352.82 75.7 .9813 351.35 367.9 358.57 1.0018 359.23

1988........... 4.0 367.9 358.57 57.9 365.60 69.9 .9734 363.00 355.9 373.67 1.0029 374.74

1989........... 4.7 355.9 373.67 54.3 385.44 62.7 .9637 377.04 347.5 392.89 1.0053 394.97

1990........... 5.4 347.5 392.89 52.6 407.24 60.2 .9761 404.20 339.9 414.80 1.0050 416.88

1991........... 3.7 339.9 414.80 52.5 419.45 57.7 .9827 422.71 334.7 429.75 1.0061 432.35

1992........... 3.0 334.7 429.75 51.0 432.39 58.9 .9922 439.17 326.8 441.67 1.0086 445.46

1993........... 2.6 326.8 441.67 51.0 444.23 56.8 .9930 449.97 321.0 452.30 1.0084 456.10

1994........... 2.8 321.0 452.30 49.5 462.43 57.7 .9685 450.33 312.8 467.26 1.0099 471.90

1995........... 2.6 312.8 467.26 46.6 473.80 53.8 .9766 468.21 305.6 480.53 1.0099 485.28

1996........... 2.9 305.6 480.53 43.5 507.26 54.2 .8654 427.89 294.9 508.59 1.0216 519.56

1997........... 2.1 294.9 508.59 39.3 531.13 52.0 .9722 504.85 282.2 523.57 1.0246 536.45

1998........... 1.3 282.2 523.57 38.1 543.99 48.2 .9757 517.50 272.2 534.56 1.0278 549.43

1999........... 1 2.5 272.2 534.56 37.5 580.29 47.1 .9844 538.85 262.6 553.63 1.0299 570.19

2000........... 3.5 262.6 553.63 35.9 611.64 46.3 .9801 561.60 252.2 580.60 1.0328 599.67

2001........... 2.8 252.2 580.60 36.4 635.56 44.2 .9769 583.07 244.3 605.11 1.0328 624.99

2002........... 2.9 244.3 605.11 36.0 665.59 43.2 .9767 608.16 237.1 631.82 1.0328 652.57

2003........... 3.0 237.1 631.82 35.7 697.58 41.8 .9751 634.57 231.0 660.94 1.0328 682.65

2004........... 3.1 231.0 660.94 35.4 731.83 40.9 .9738 663.58 225.5 692.58 1.0328 715.32

2005........... 3.2 225.5 692.58 35.0 769.08 40.0 .9730 695.42 220.5 726.86 1.0328 750.74

2006........... 3.3 220.5 726.86 34.5 805.71 39.2 .9710 729.09 215.8 763.57 1.0328 788.65

2007........... 3.3 215.8 763.57 34.0 843.45 38.4 .9699 765.05 211.4 801.88 1.0328 828.22

2008........... 3.3 211.4 801.88 33.6 883.15 37.7 .9696 803.19 207.3 841.79 1.0328 869.44

2009........... 3.3 207.3 841.79 33.2 924.37 37.3 .9699 843.43 203.3 883.32 1.0328 912.33

2010........... 3.3 203.3 883.32 32.8 968.16 36.5 .9704 885.45 199.6 926.57 1.0328 957.00

Fathers2

1975........... 8.0 ... ... 4.9 99.59 .2 ... 108.02 4.6 99.17 .9036 89.61

1980........... 14.3 21.0 142.29 7.9 151.50 5.8 .9141 148.67 23.1 162.35 .8808 142.99

1985........... 3.1 27.2 210.92 5.3 205.48 4.7 .9753 212.08 27.8 216.10 .9045 195.47

1986........... 1.3 27.8 216.10 5.2 216.40 6.9 .8050 176.23 26.1 229.61 .8909 204.57

1987........... 4.2 26.1 229.61 5.1 235.17 5.0 .8942 213.95 26.1 243.35 .8868 215.80

1988........... 4.0 26.1 243.35 4.8 248.68 5.0 .8861 224.25 25.9 257.85 .8906 229.63

1989........... 4.7 25.9 257.85 4.5 268.89 4.1 .9021 243.53 26.4 273.86 .9034 247.39

1990........... 5.4 26.4 273.86 4.6 291.67 4.4 .9363 270.27 26.6 292.18 .9055 264.56

1991........... 3.7 26.6 292.18 4.9 304.53 4.2 .9358 283.56 27.3 306.28 .9146 280.12

1992........... 3.0 27.3 306.28 5.1 318.54 7.2 .9783 308.63 25.2 318.03 .9421 299.63

1993........... 2.6 25.2 318.03 5.0 337.27 5.8 .9956 324.85 24.4 328.88 .9587 315.30

1994........... 2.8 24.4 328.88 4.8 351.04 5.7 .9383 317.24 23.6 345.76 .9666 334.21

1995........... 2.6 23.6 345.76 4.7 367.05 4.8 .9258 328.43 23.5 362.64 .9688 351.33

1996........... 2.9 23.5 362.64 4.1 403.82 5.0 .7753 289.31 22.6 397.41 1.0460 415.68

1997........... 2.1 22.6 397.41 3.6 424.84 4.7 .9441 383.08 21.5 413.98 1.0577 437.88

1998........... 1.3 21.5 413.98 3.8 435.85 4.2 .9492 398.08 21.0 426.62 1.0624 453.22

1999........... 1 2.5 21.0 426.62 3.8 459.55 4.1 .9569 418.02 20.7 444.67 1.0663 474.13

2000........... 3.5 20.7 444.67 3.8 496.11 4.1 .9571 440.49 20.5 470.91 1.0676 502.76

2001........... 2.8 20.5 470.91 3.8 515.51 4.1 .9478 458.81 20.1 495.05 1.0676 528.54

2002........... 2.9 20.1 495.05 3.7 539.87 4.0 .9487 483.28 19.8 520.44 1.0676 555.64

2003........... 3.0 19.8 520.44 3.7 565.81 4.0 .9486 508.48 19.5 547.29 1.0676 584.31

2004........... 3.1 19.5 547.29 3.6 593.60 3.9 .9472 534.44 19.2 575.93 1.0676 614.88

2005........... 3.2 19.2 575.93 3.6 623.81 3.9 .9466 562.61 19.0 606.49 1.0676 647.51

2006........... 3.3 19.0 606.49 3.6 653.53 3.8 .9460 592.66 18.7 638.62 1.0676 681.82

2007........... 3.3 18.7 638.62 3.5 684.14 3.8 .9458 623.92 18.4 671.74 1.0676 717.18

2008........... 3.3 18.4 671.74 3.5 716.33 3.7 .9458 656.31 18.1 705.98 1.0676 753.73

2009........... 3.3 18.1 705.98 3.4 749.77 3.7 .9458 689.76 17.8 741.39 1.0676 791.54

2010........... 3.3 17.8 741.39 3.4 785.29 3.6 .9463 724.76 17.5 778.12 1.0676 830.75

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent. 2 This benefit was not payable until March 19, 1975.
Benefit Payments

190

Sources:

• Number in force and number awarded shown earlier.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded, shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E9.—Average Monthly Benefit to Parents of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Male

1975 ........... 8.0 1.1 $142.85 0.1 $173.10 0.1 0.9884 $152.48 1.0 $155.77 0.9826 $153.07

1980 ........... 14.3 .8 215.27 .1 229.80 .1 .9086 223.56 .7 248.42 .9996 248.32

1985 ........... 3.1 .6 333.63 (1) 339.63 .1 .8527 293.32 .6 350.63 1.0018 351.25

1986 ........... 1.3 .6 350.63 (1) 349.02 .1 .8687 308.54 .6 358.90 1.0052 360.76

1987 ........... 4.2 .6 358.90 (1) 344.28 .1 .7906 295.67 .5 380.98 1.0084 384.19

1988 ........... 4.0 .5 380.98 (1) 416.05 .1 .8711 345.14 .5 405.88 1.0136 411.40

1989 ........... 4.7 .5 405.88 (1) 386.52 (1) .7343 312.07 .5 433.41 1.0154 440.08

1990 ........... 5.4 .5 433.41 (1) 456.60 .1 .8063 368.33 .5 466.39 1.0107 471.40

1991 ........... 3.7 .5 466.39 (1) 488.88 (1) .8984 434.52 .5 489.43 1.0199 499.15

1992 ........... 3.0 .5 489.43 .1 492.60 (1) .9623 485.11 .5 504.58 1.0262 517.81

1993 ........... 2.6 .5 504.58 (1) 477.20 (1) .8352 432.41 .5 522.97 1.0193 533.06

1994 ........... 2.8 .5 522.97 (1) 510.70 (1) .8125 436.80 .5 544.61 1.0290 560.42

1995 ........... 2.6 .5 544.61 (1) 552.58 (1) .9601 536.50 .5 560.13 1.0317 577.89

1996 ........... 2.9 .5 560.13 (1) 514.01 (1) .8297 478.21 .4 581.27 1.0343 601.21

1997 ........... 2.1 .4 581.27 (1) 557.59 (1) .8874 526.67 .4 598.62 1.0345 619.30

1998 ........... 1.3 .4 598.62 (1) 598.56 (1) 1.0442 633.21 .4 603.27 1.0336 623.53

1999 ........... 2 2.5 .4 603.27 (1) 604.35 (1) .9790 604.80 .4 618.25 1.0388 642.26

2000 ........... 3.5 .4 618.25 (1) 643.40 (1) .9432 603.55 .4 642.60 1.0424 669.83

2001 ........... 2.8 .4 642.60 (1) 669.39 (1) .8662 572.17 .4 669.51 1.0424 697.88

2002 ........... 2.9 .4 669.51 (1) 694.68 (1) .7994 550.76 .4 702.36 1.0424 732.13

2003 ........... 3.0 .4 702.36 (1) 720.80 (1) .7925 573.31 .4 737.06 1.0424 768.29

2004 ........... 3.1 .4 737.06 (1) 752.39 (1) .7785 591.62 .3 774.78 1.0424 807.61

2005 ........... 3.2 .3 774.78 (1) 785.59 (1) .7773 621.47 .3 814.85 1.0424 849.38

2006 ........... 3.3 .3 814.85 (1) 819.37 (1) .7761 653.26 .3 857.13 1.0424 893.45

2007 ........... 3.3 .3 857.13 (1) 859.26 (1) .7626 675.21 .3 902.24 1.0424 940.48

2008 ........... 3.3 .3 902.24 (1) 898.83 (1) .7729 720.39 .3 948.48 1.0424 988.68

2009 ........... 3.3 .3 948.48 (1) 941.23 (1) .7657 750.26 .3 997.26 1.0424 1,039.52

2010 ........... 3.3 .3 997.26 (1) 985.95 (1) .7569 779.78 .3 1,048.78 1.0424 1,093.23

Female

1975 ........... 8.0 22.1 158.20 .9 205.40 2.4 .9906 169.24 20.6 172.55 1.0010 172.73

1980 ........... 14.3 15.4 239.54 .7 317.00 1.8 .9676 264.91 14.2 276.94 1.0017 277.41

1985 ........... 3.1 10.1 363.96 .3 374.44 1.2 .9486 355.95 9.2 377.73 1.0054 379.77

1986 ........... 1.3 9.2 377.73 .3 388.00 1.1 .9415 360.26 8.4 385.79 1.0068 388.41

1987 ........... 4.2 8.4 385.79 .2 447.59 1.0 .9587 385.37 7.6 405.69 1.0076 408.76

1988 ........... 4.0 7.6 405.69 .2 456.06 .9 .9480 399.97 7.0 425.79 1.0088 429.52

1989 ........... 4.7 7.0 425.79 .2 468.29 .9 .9448 421.18 6.4 449.94 1.0100 454.46

1990 ........... 5.4 6.4 449.94 .2 519.47 .7 .9786 464.07 5.8 477.13 1.0123 483.02

1991 ........... 3.7 5.8 477.13 .2 534.90 .6 .9409 465.56 5.4 499.70 1.0139 506.63

1992 ........... 3.0 5.4 499.70 .2 544.24 .6 .9590 493.61 5.0 518.63 1.0164 527.15

1993 ........... 2.6 5.0 518.63 .2 556.91 .6 .9351 497.60 4.7 537.37 1.0205 548.39

1994 ........... 2.8 4.7 537.37 .2 572.44 .5 .9436 521.26 4.3 556.99 1.0240 570.36

1995 ........... 2.6 4.3 556.99 .2 619.06 .5 .9612 549.31 4.0 576.11 1.0278 592.12

1996 ........... 2.9 4.0 576.11 .1 620.16 .4 .9526 564.75 3.7 597.13 1.0296 614.80

1997 ........... 2.1 3.7 597.13 .1 635.72 .4 .8991 548.16 3.5 616.97 1.0331 637.36

1998 ........... 1.3 3.5 616.97 .1 683.32 .3 .9594 599.63 3.3 629.78 1.0381 653.79

1999 ........... 2 2.5 3.3 629.78 .1 699.52 .3 .9482 611.48 3.1 650.56 1.0410 677.24

2000 ........... 3.5 3.1 650.56 .1 719.40 .3 .9692 652.56 2.9 677.12 1.0448 707.47

2001 ........... 2.8 2.9 677.12 .1 748.46 .3 .9458 658.36 2.7 701.70 1.0448 733.15

2002 ........... 2.9 2.7 701.70 .1 776.74 .3 .9464 683.37 2.5 727.85 1.0448 760.47

2003 ........... 3.0 2.5 727.85 .1 805.94 .3 .9469 709.87 2.3 755.81 1.0448 789.68

2004 ........... 3.1 2.3 755.81 .1 841.27 .2 .9459 737.10 2.1 786.14 1.0448 821.37

2005 ........... 3.2 2.1 786.14 .1 878.39 .2 .9447 766.43 2.0 819.08 1.0448 855.79

2006 ........... 3.3 2.0 819.08 .1 916.16 .2 .9426 797.53 1.9 854.93 1.0448 893.25

2007 ........... 3.3 1.9 854.93 .1 960.76 .2 .9414 831.37 1.8 893.09 1.0448 933.11

2008 ........... 3.3 1.8 893.09 .1 1,005.00 .2 .9392 866.48 1.7 933.75 1.0448 975.60

2009 ........... 3.3 1.7 933.75 .1 1,052.41 .2 .9389 905.59 1.6 976.64 1.0448 1,020.41

2010 ........... 3.3 1.6 976.64 .1 1,102.41 .2 .9367 945.04 1.5 1,022.19 1.0448 1,068.00

1 Fewer than 50. 2 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
191

OASI Dollars

Sources:

• Number in force and number awarded shown earlier.

• Number terminated calculated as in force beginning of year plus awards during year minus in force end of year.

• Average benefit awarded, shown earlier. 

• Historical ratio of average terminated benefit to average benefit in force computed by division of corresponding figures where the average benefit in force at the beginning of the

year has been adjusted to the end-of-year rate; future ratios projected based on historical trend.

• Historical average terminated benefit computed by dividing (a) number in force at beginning of year times average benefit in force, plus number of awards times average benefit

awarded at beginning-of-year rate, minus number in force at end of year times average benefit in force at beginning-of-year rates, by (b) number of terminations. Future average

terminated benefit computed by applying applicable ratio to average benefit in force at beginning of year.

• Historical average benefit in force from 1-A Table In Force Supplement. Future average benefit in force at end of year computed by dividing (a) number in force at beginning of

year times average benefit in force at end-of-year rate, plus number of awards times average benefit awarded at end-of-year rate, minus number of terminations times average terminated benefit at end of year rate, by (b) number in force at end of year.

• Historical ratio of average benefit in current-payment status to average benefit in force computed by division of corresponding figures; future ratios projected based on historical

trend.

• Historical average benefit in current-payment status from 1-A Table Current-Payment Supplement; future average benefit computed by applying applicable ratio to average benefit

in force.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E10.—Average Monthly Benefit to Disabled Widows and Widowers of Deceased Workers In Force, 

Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1975-2010)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Disabled widows

1975........... 8.0 92.7 $125.73 23.5 $136.62 6.0 0.7832 $106.35 110.2 $137.58 1.0008 $137.69

1980........... 14.3 129.7 180.62 15.8 205.40 18.2 1.0373 214.15 127.3 205.22 1.0007 205.35

1985........... 3.1 109.2 301.52 16.7 308.22 19.0 .9697 301.45 107.0 312.12 1.0143 316.58

1986........... 1.3 107.0 312.12 18.0 321.01 19.0 .9502 300.44 106.0 319.83 1.0049 321.39

1987........... 4.2 106.0 319.83 16.3 334.56 17.1 .9935 331.10 105.1 333.81 1.0054 335.61

1988........... 4.0 105.1 333.81 15.0 351.58 16.8 .9967 346.03 103.3 347.99 1.0057 349.99

1989........... 4.7 103.3 347.99 14.7 377.83 16.2 .9937 362.05 101.8 366.66 1.0060 368.85

1990........... 5.4 101.8 366.66 14.9 403.26 15.6 1.0007 386.73 101.2 388.90 1.0062 391.30

1991........... 3.7 101.2 388.90 28.9 417.64 15.5 .9984 402.63 114.5 407.00 1.0059 409.41

1992........... 3.0 114.5 407.00 32.4 433.44 15.7 .9954 417.28 131.2 422.95 1.0056 425.30

1993........... 2.6 131.2 422.95 31.0 434.88 15.5 .9901 429.65 146.7 434.60 1.0054 436.94

1994........... 2.8 146.7 434.60 29.0 446.37 15.6 .9959 444.93 160.2 446.87 1.0053 449.23

1995........... 2.6 160.2 446.87 28.7 462.32 16.5 1.0023 459.54 172.4 459.03 1.0054 461.49

1996........... 2.9 172.4 459.03 27.8 467.57 18.9 .9995 472.11 181.3 471.64 1.0056 474.30

1997........... 2.1 181.3 471.64 27.7 479.68 21.9 1.0011 482.08 187.0 481.20 1.0055 483.87

1998........... 1.3 187.0 481.20 28.5 485.20 22.4 .9793 477.36 193.1 488.30 1.0055 490.96

1999........... 1 2.5 193.1 488.30 28.6 507.12 24.4 .9961 498.04 197.3 501.29 1.0053 503.94

2000........... 3.5 197.3 501.29 27.0 532.56 24.6 .9945 516.00 199.7 521.04 1.0054 523.83

2001........... 2.8 199.7 521.04 29.0 556.37 22.4 1.0279 550.56 206.2 536.92 1.0054 539.79

2002........... 2.9 206.2 536.92 31.3 578.73 26.4 .9902 547.09 211.1 557.06 1.0054 560.04

2003........... 3.0 211.1 557.06 31.8 607.38 27.1 .9876 566.68 215.9 579.62 1.0054 582.72

2004........... 3.1 215.9 579.62 33.2 639.87 27.5 .9858 589.09 221.5 604.97 1.0054 608.21

2005........... 3.2 221.5 604.97 33.2 670.60 28.0 .9775 610.26 226.8 632.85 1.0054 636.24

2006........... 3.3 226.8 632.85 33.1 704.95 28.4 .9735 636.41 231.5 663.17 1.0054 666.72

2007........... 3.3 231.5 663.17 31.5 738.98 28.8 .9672 662.56 234.2 695.08 1.0054 698.80

2008........... 3.3 234.2 695.08 31.7 774.56 29.4 .9650 692.85 236.6 728.73 1.0054 732.63

2009........... 3.3 236.6 728.73 31.3 812.90 29.9 .9638 725.51 238.0 764.11 1.0054 768.20

2010........... 3.3 238.0 764.11 31.4 852.31 30.4 .9633 760.39 239.0 801.28 1.0054 805.57

Disabled widowers

1975........... 8.0 .2 117.77 (2) 132.13 (2) 1.0311 131.15 .2 127.90 .9990 127.77

1980........... 14.3 .9 134.39 .3 134.80 .1 1.0150 155.92 1.0 148.22 .9816 145.49

1985........... 3.1 1.3 188.62 .3 180.49 .3 .9538 185.48 1.4 192.75 .9923 191.27

1986........... 1.3 1.4 192.75 .4 206.56 .2 1.1787 230.14 1.6 193.77 1.0111 195.93

1987........... 4.2 1.6 193.77 .4 217.98 .3 1.0594 213.91 1.7 203.16 1.0035 203.88

1988........... 4.0 1.7 203.16 .4 197.23 .3 .9228 194.97 1.7 211.19 1.0003 211.26

1989........... 4.7 1.7 211.19 .4 236.77 .3 1.0425 230.52 1.8 222.61 1.0044 223.59

1990........... 5.4 1.8 222.61 .4 261.78 .3 1.0618 249.12 1.8 237.83 1.0025 238.42

1991........... 3.7 1.8 237.83 .7 272.67 .3 .8961 221.02 2.2 258.56 1.0078 260.56

1992........... 3.0 2.2 258.56 .8 273.52 .4 .9700 258.32 2.6 269.69 1.0133 273.29

1993........... 2.6 2.6 269.69 .8 289.50 .3 .8946 247.54 3.1 283.21 1.0107 286.23

1994........... 2.8 3.1 283.21 .8 299.18 .4 .9392 273.42 3.5 294.81 1.0173 299.90

1995........... 2.6 3.5 294.81 .8 306.49 .4 1.0227 309.32 4.0 302.67 1.0163 307.59

1996........... 2.9 4.0 302.67 .8 318.18 .5 1.0179 317.03 4.3 312.12 1.0189 318.01

1997........... 2.1 4.3 312.12 .8 331.25 .6 .9729 310.03 4.6 322.05 1.0150 326.89

1998........... 1.3 4.6 322.05 .9 336.35 .6 .9527 310.82 5.0 329.80 1.0095 332.94

1999........... 1 2.5 5.0 329.80 1.0 348.84 .6 1.0655 359.83 5.4 337.30 1.0088 340.27

2000........... 3.5 5.4 337.30 1.0 382.42 .7 .9265 323.45 5.6 358.58 1.0086 361.68

2001........... 2.8 5.6 358.58 1.7 399.51 1.2 1.1072 408.13 6.1 369.47 1.0086 372.66

2002........... 2.9 6.1 369.47 1.4 415.58 .9 1.0355 393.67 6.7 385.87 1.0086 389.20

2003........... 3.0 6.7 385.87 1.5 436.15 .9 1.0439 414.88 7.2 403.31 1.0086 406.79

2004........... 3.1 7.2 403.31 1.7 459.48 1.0 1.0527 437.71 7.9 422.33 1.0086 425.98

2005........... 3.2 7.9 422.33 1.9 481.54 1.1 1.0492 457.27 8.7 442.94 1.0086 446.77

2006........... 3.3 8.7 442.94 2.0 506.21 1.2 1.0481 479.58 9.5 465.08 1.0086 469.10

2007........... 3.3 9.5 465.08 1.9 530.65 1.3 1.0296 494.66 10.0 487.90 1.0086 492.11

2008........... 3.3 10.0 487.90 1.8 556.19 1.4 1.0228 515.47 10.4 511.41 1.0086 515.83

2009........... 3.3 10.4 511.41 1.8 583.73 1.5 1.0223 540.09 10.7 535.91 1.0086 540.53

2010........... 3.3 10.7 535.91 1.9 612.02 1.6 1.0255 567.68 11.0 561.76 1.0086 566.61

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent. 2 Fewer than 50.
Benefit Payments

192

Sources:

• Historical PIAs from SSA administrative records or from 1-A Table In Force Supplement; future PIAs projected by applying benefit

increase.

• Historical ratios of benefit to PIA computed by dividing corresponding figures; future ratios projected based on historical trend.

• Historical average monthly benefits from 1-A Table Current-Payment Supplement; future figures computed by multiplying ratio of

average benefit to PIA, by PIA.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E11.—Average Monthly Benefit to Special Age-72 Beneficiaries In Current-Payment Status

(End of calendar years 1975-2010)

Year Special age-72 PIA

Average benefit

Ratio to PIA Amount

1975.......................................... $69.60 0.9874 $68.72

1976.......................................... 74.10 .9884 73.24

1977.......................................... 78.50 .9897 77.69

1978.......................................... 83.70 .9912 82.96

1979.......................................... 92.00 .9917 91.24

1980.......................................... 105.20 .9925 104.41

1981.......................................... 117.00 .9931 116.19

1982.......................................... 125.60 .9932 124.75

1983.......................................... 129.90 .9962 129.40

1984.......................................... 134.40 .9971 134.01

1985.......................................... 138.50 .9975 138.15

1986.......................................... 140.30 .9954 139.65

1987.......................................... 146.10 .9949 145.35

1988.......................................... 151.90 .9941 151.00

1989.......................................... 159.00 .9943 158.10

1990.......................................... 167.50 .9947 166.62

1991.......................................... 173.60 .9945 172.64

1992.......................................... 178.80 .9942 177.76

1993.......................................... 183.40 .9952 182.52

1994.......................................... 188.50 .9929 187.16

1995.......................................... 193.40 .9925 191.94

1996.......................................... 199.00 .9913 197.27

1997.......................................... 203.10 .9914 201.35

1998.......................................... 205.70 .9903 203.71

1999.......................................... 210.60 .9946 209.46

2000.......................................... 217.90 .9964 217.11

2001.......................................... 224.00 .9970 223.32

2002.......................................... 230.40 .9971 229.73

2003.......................................... 237.30 .9972 236.63

2004.......................................... 244.60 .9972 243.93

2005.......................................... 252.40 .9973 251.72

2006.......................................... 260.70 .9974 260.02

2007.......................................... 269.30 .9975 268.62

2008.......................................... 278.10 .9975 277.42

2009.......................................... 287.20 .9976 286.51

2010.......................................... 296.60 .9977 295.91
193

OASI Dollars

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E12.—Current-Payment Benefits to Retired Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Male retired workers Female retired workers Total retired workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment 

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment 

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 8,980.5 $216.72 11.998 $23,351.4 7,229.8 $173.28 12.031 $15,071.2 16,210.3 $197.35 12.011 $38,422.6

1976........... 9,247.6 237.19 12.028 26,382.8 7,541.4 188.99 12.020 17,131.7 16,788.9 215.54 12.025 43,514.5

1977........... 9,512.1 257.41 12.037 29,472.5 7,868.2 204.29 12.030 19,336.3 17,380.3 233.37 12.034 48,808.8

1978........... 9,732.1 279.38 12.075 32,831.7 8,191.8 220.55 12.056 21,782.0 17,923.9 252.50 12.067 54,613.7

1979........... 10,024.2 309.04 12.023 37,247.0 8,565.8 242.95 12.017 25,006.8 18,590.0 278.59 12.021 62,253.8

1980........... 10,278.5 352.97 12.030 43,644.3 8,889.1 276.16 12.028 29,526.9 19,167.6 317.35 12.029 73,171.1

1981........... 10,571.8 405.57 12.022 51,544.9 9,220.1 315.38 12.023 34,960.1 19,791.9 363.56 12.022 86,505.0

1982........... 10,853.5 449.62 12.030 58,707.4 9,538.8 347.86 12.023 39,894.8 20,392.2 402.02 12.027 98,602.2

1983........... 11,194.1 473.71 12.006 63,662.8 9,866.2 363.98 12.009 43,125.5 21,060.2 422.30 12.007 106,788.3

1984........... 11,431.5 497.06 12.021 68,302.5 10,156.8 380.85 12.016 46,480.6 21,588.3 442.39 12.019 114,783.2

1985........... 11,665.3 520.02 12.021 72,919.1 10,442.4 398.04 12.013 49,931.5 22,107.7 462.40 12.017 122,850.6

1986........... 11,920.2 540.54 12.021 77,452.4 10,726.7 413.54 12.012 53,284.6 22,646.9 480.39 12.017 130,737.1

1987........... 12,185.7 552.29 12.010 80,824.8 11,009.8 422.01 12.005 55,778.3 23,195.5 490.45 12.008 136,603.1

1988........... 12,387.8 580.00 12.003 86,242.2 11,244.3 442.91 12.000 59,764.5 23,632.1 514.77 12.002 146,006.7

1989........... 12,591.3 607.68 12.002 91,829.6 11,470.0 463.95 11.999 63,854.9 24,061.3 539.16 12.001 155,684.4

1990........... 12,835.1 641.33 12.003 98,804.3 11,713.1 489.59 11.999 68,810.1 24,548.2 568.93 12.001 167,614.3

1991........... 13,086.0 681.14 12.000 106,959.6 11,939.3 519.93 11.998 74,480.9 25,025.3 604.23 11.999 181,440.5

1992........... 13,327.3 711.22 11.998 113,718.8 12,152.9 543.04 11.998 79,178.1 25,480.1 631.01 11.998 192,896.9

1993........... 13,535.4 737.18 12.005 119,784.0 12,344.2 563.33 12.005 83,478.5 25,879.6 654.26 12.005 203,262.5

1994........... 13,686.3 760.98 12.006 125,039.0 12,504.7 582.26 12.003 87,394.8 26,191.0 675.65 12.005 212,433.7

1995........... 13,829.9 786.94 12.007 130,674.5 12,662.7 602.87 12.005 91,643.4 26,492.6 698.96 12.006 222,317.8

1996........... 13,932.7 811.85 12.009 135,840.1 12,789.9 623.01 12.008 95,681.2 26,722.7 721.47 12.009 231,521.3

1997........... 14,044.9 839.87 11.999 141,534.3 12,936.2 645.70 12.034 100,516.8 26,981.1 746.77 12.013 242,051.2

1998........... 14,139.2 862.43 11.998 146,306.8 13,219.1 664.42 11.994 105,346.9 27,358.2 766.76 11.997 251,653.7

1999........... 14,236.8 879.52 12.000 150,253.2 13,360.7 678.09 11.999 108,707.5 27,597.5 782.00 11.999 258,960.7

2000........... 14,649.0 911.64 11.912 159,084.0 13,627.6 701.08 11.959 114,252.4 28,276.6 810.16 11.932 273,336.4

2001-I........ 14,767.3 951.38 3.000 42,147.9 13,729.3 729.91 3.000 30,063.5 28,496.6 844.68 3.000 72,211.4

2001-II....... 14,798.1 953.07 3.000 42,311.0 13,767.8 731.41 3.000 30,209.9 28,565.9 846.24 3.000 72,520.9

2001-III ..... 14,859.1 955.06 3.000 42,573.9 13,838.4 733.21 3.000 30,439.3 28,697.5 848.08 3.000 73,013.2

2001-IV ..... 14,893.2 957.33 3.000 42,773.0 13,886.1 735.15 3.000 30,625.3 28,779.3 850.13 3.000 73,398.2

2002-I........ 14,888.7 986.27 3.000 44,053.2 13,889.6 757.13 3.000 31,548.8 28,778.3 875.68 3.000 75,602.0

2002-II....... 14,939.8 988.32 3.000 44,295.8 13,925.3 758.69 3.000 31,694.9 28,865.1 877.54 3.000 75,990.8

2002-III ..... 15,013.0 990.66 3.000 44,618.4 13,996.6 760.55 3.000 31,935.2 29,009.6 879.64 3.000 76,553.6

2002-IV ..... 15,042.2 993.30 3.000 44,824.2 14,051.2 762.56 3.000 32,144.5 29,093.3 881.86 3.000 76,968.6

2003-I........ 15,036.1 1,024.51 3.000 46,213.7 14,058.4 786.13 3.000 33,155.0 29,094.4 909.32 3.000 79,368.8

2003-II....... 15,093.1 1,026.59 3.000 46,483.5 14,093.1 787.77 3.000 33,306.6 29,186.3 911.27 3.000 79,790.1

2003-III ..... 15,169.8 1,028.98 3.000 46,828.2 14,165.9 789.73 3.000 33,561.8 29,335.6 913.45 3.000 80,390.0

2003-IV ..... 15,196.2 1,031.68 3.000 47,032.7 14,225.4 791.85 3.000 33,793.4 29,421.6 915.72 3.000 80,826.1

2004-I........ 15,195.4 1,065.07 3.000 48,552.6 14,237.9 817.10 3.000 34,901.5 29,433.2 945.12 3.000 83,454.0

2004-II....... 15,275.3 1,067.16 3.000 48,903.5 14,279.7 818.70 3.000 35,072.3 29,555.0 947.11 3.000 83,975.8

2004-III ..... 15,368.6 1,069.57 3.000 49,313.3 14,362.1 820.62 3.000 35,357.2 29,730.6 949.31 3.000 84,670.5

2004-IV ..... 15,398.2 1,072.30 3.000 49,534.4 14,435.2 822.70 3.000 35,627.5 29,833.4 951.53 3.000 85,161.9

2005-I........ 15,403.9 1,108.05 3.000 51,204.6 14,458.2 849.64 3.000 36,852.6 29,862.0 982.93 3.000 88,057.2

2005-II....... 15,498.6 1,110.26 3.000 51,622.3 14,506.5 851.17 3.000 37,042.6 30,005.1 985.00 3.000 88,664.9

2005-III ..... 15,603.5 1,112.80 3.000 52,091.0 14,597.9 853.04 3.000 37,357.8 30,201.4 987.25 3.000 89,448.8

2005-IV ..... 15,637.0 1,115.68 3.000 52,337.8 14,683.4 855.09 3.000 37,666.9 30,320.5 989.48 3.000 90,004.8

2006-I........ 15,643.3 1,154.06 3.000 54,160.0 14,714.4 883.87 3.000 39,016.6 30,357.6 1,023.10 3.000 93,176.6

2006-II....... 15,734.0 1,156.50 3.000 54,589.4 14,763.8 885.48 3.000 39,219.3 30,497.9 1,025.30 3.000 93,808.7

2006-III ..... 15,839.5 1,159.29 3.000 55,088.0 14,857.7 887.45 3.000 39,556.3 30,697.2 1,027.72 3.000 94,644.3

2006-IV ..... 15,881.4 1,162.43 3.000 55,382.8 14,946.9 889.60 3.000 39,890.2 30,828.3 1,030.15 3.000 95,273.0

2007-I........ 15,890.3 1,203.78 3.000 57,385.5 14,980.9 920.46 3.000 41,367.9 30,871.2 1,066.29 3.000 98,753.4

2007-II....... 15,974.8 1,206.64 3.000 57,827.5 15,034.6 922.19 3.000 41,594.3 31,009.3 1,068.73 3.000 99,421.9

2007-III ..... 16,082.3 1,209.86 3.000 58,372.1 15,134.2 924.30 3.000 41,965.4 31,216.4 1,071.42 3.000 100,337.5

2007-IV ..... 16,141.2 1,213.45 3.000 58,759.6 15,230.6 926.59 3.000 42,337.6 31,371.8 1,074.18 3.000 101,097.2

2008-I........ 16,168.2 1,256.88 3.000 60,964.2 15,274.7 958.74 3.000 43,933.3 31,442.8 1,112.04 3.000 104,897.5

2008-II....... 16,274.7 1,260.00 3.000 61,518.3 15,346.6 960.45 3.000 44,219.0 31,621.4 1,114.62 3.000 105,737.3

2008-III ..... 16,406.2 1,263.49 3.000 62,187.4 15,468.6 962.54 3.000 44,667.5 31,874.8 1,117.44 3.000 106,854.9

2008-IV ..... 16,491.1 1,267.37 3.000 62,700.9 15,593.5 964.83 3.000 45,135.3 32,084.6 1,120.33 3.000 107,836.2

2009-I........ 16,544.6 1,312.90 3.000 65,164.3 15,662.8 998.20 3.000 46,903.9 32,207.4 1,159.86 3.000 112,068.2

2009-II....... 16,682.1 1,316.42 3.000 65,881.6 15,756.9 999.85 3.000 47,263.8 32,439.0 1,162.65 3.000 113,145.5

2009-III ..... 16,847.5 1,320.33 3.000 66,732.7 15,906.5 1,001.91 3.000 47,810.5 32,754.0 1,165.69 3.000 114,543.2

2009-IV ..... 16,970.0 1,324.63 3.000 67,437.2 16,067.3 1,004.17 3.000 48,402.8 33,037.4 1,168.78 3.000 115,840.0

2010-I........ 17,035.0 1,372.37 3.000 70,135.1 16,159.5 1,038.83 3.000 50,361.1 33,194.5 1,210.00 3.000 120,496.3

2010-II....... 17,136.0 1,375.97 3.000 70,736.0 16,254.8 1,040.62 3.000 50,745.0 33,390.8 1,212.72 3.000 121,481.0

2010-III ..... 17,290.0 1,379.97 3.000 71,579.2 16,407.8 1,042.82 3.000 51,330.9 33,697.8 1,215.81 3.000 122,910.2

2010-IV ..... 17,448.2 1,384.40 3.000 72,465.8 16,573.4 1,045.23 3.000 51,969.1 34,021.7 1,219.17 3.000 124,434.8
Benefit Payments

194

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E13.—Current-Payment Benefits to Young Spouses of Retired Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar 

period

Young wives of retired workers Young husbands of retired workers1 Total young spouses of retired workers

In current-payment 

status at 

midpoint of period

Total

current-payment

benefits during period

In current-payment 

status at 

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at 

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 192.1 $67.31 12.137 $156.9 (2) ... ... (3) 192.1 $67.31 12.137 $156.9

1976 ........... 195.2 73.97 12.315 177.8 (2) ... ... (3) 195.2 73.97 12.315 177.8

1977 ........... 195.1 80.82 12.547 197.8 (2) ... ... (3) 195.1 80.82 12.547 197.8

1978 ........... 197.9 88.02 12.305 214.3 (2) ... ... (3) 197.9 88.02 12.305 214.3

1979 ........... 193.3 97.50 12.184 229.7 (2) ... ... (3) 193.3 97.50 12.184 229.7

1980 ........... 195.0 111.64 11.889 258.8 (2) ... ... (3) 195.0 111.64 11.889 258.8

1981 ........... 190.8 129.17 11.963 294.9 (2) $76.19 11.250 (3) 190.8 129.16 11.963 294.9

1982 ........... 176.9 144.19 12.064 307.8 (2) 67.92 11.778 (3) 176.9 144.19 12.064 307.8

1983 ........... 161.4 150.31 11.509 279.1 (2) 82.54 20.192 (3) 161.4 150.30 11.509 279.1

1984 ........... 114.3 152.89 12.534 219.0 0.1 76.33 12.317 $0.1 114.4 152.81 12.534 219.1

1985 ........... 108.2 158.15 12.565 215.1 .1 81.78 13.295 .2 108.4 158.05 12.565 215.3

1986 ........... 103.9 162.94 12.408 210.0 .1 85.72 13.039 .2 104.0 162.84 12.408 210.1

1987 ........... 99.6 166.45 12.267 203.4 .1 92.77 13.127 .2 99.7 166.36 12.267 203.5

1988 ........... 93.7 174.72 12.354 202.3 .1 96.51 12.557 .1 93.8 174.62 12.354 202.4

1989 ........... 89.3 183.32 12.328 201.9 .1 103.74 12.095 .1 89.4 183.23 12.328 202.0

1990 ........... 87.8 194.79 12.153 207.7 .1 110.62 11.803 .1 87.9 194.69 12.153 207.9

1991 ........... 85.8 208.76 12.227 219.1 .1 125.82 13.221 .2 85.9 208.65 12.228 219.2

1992 ........... 83.9 220.17 12.371 228.5 .1 139.35 13.926 .2 84.0 220.07 12.372 228.7

1993 ........... 81.7 229.99 12.461 234.2 .1 150.83 13.328 .2 81.8 229.90 12.461 234.4

1994 ........... 79.9 239.17 12.450 238.0 .1 155.78 12.442 .2 80.0 239.06 12.450 238.2

1995 ........... 76.8 248.37 12.550 239.4 .1 158.65 14.680 .2 76.9 248.28 12.551 239.5

1996 ........... 66.8 266.54 12.683 225.9 .1 157.48 14.585 .1 66.9 266.43 12.684 226.1

1997 ........... 63.2 277.92 12.511 219.7 .1 163.92 13.972 .1 63.2 277.81 12.512 219.8

1998 ........... 59.6 287.68 12.500 214.4 .1 188.06 13.471 .2 59.7 287.58 12.500 214.5

1999 ........... 56.2 296.88 12.578 210.0 .1 212.63 12.609 .2 56.3 296.78 12.578 210.2

2000 ........... 55.7 311.67 12.435 215.9 .1 215.22 13.570 .2 55.8 311.56 12.436 216.1

2001-I......... 55.2 328.45 3.000 54.4 .1 211.31 3.000 (3) 55.3 328.32 3.000 54.4

2001-II ....... 55.1 328.37 3.000 54.3 .1 211.31 3.000 (3) 55.2 328.24 3.000 54.3

2001-III...... 55.4 331.93 3.000 55.2 .1 217.47 3.000 (3) 55.5 331.79 3.000 55.2

2001-IV...... 55.1 335.51 3.000 55.5 .1 210.87 3.000 (3) 55.2 335.34 3.000 55.5

2002-I......... 54.1 345.55 3.000 56.1 .1 218.98 3.000 (3) 54.1 345.40 3.000 56.1

2002-II ....... 54.0 345.62 3.000 56.0 .1 219.02 3.000 (3) 54.1 345.46 3.000 56.1

2002-III...... 54.4 349.52 3.000 57.0 .1 225.45 3.000 (3) 54.5 349.35 3.000 57.1

2002-IV...... 54.1 353.44 3.000 57.4 .1 218.64 3.000 (3) 54.2 353.25 3.000 57.4

2003-I......... 53.2 364.49 3.000 58.2 .1 227.30 3.000 (3) 53.3 364.33 3.000 58.2

2003-II ....... 53.3 364.62 3.000 58.3 .1 227.35 3.000 (3) 53.4 364.45 3.000 58.3

2003-III...... 53.8 368.79 3.000 59.5 .1 234.05 3.000 (3) 53.9 368.61 3.000 59.6

2003-IV...... 53.7 372.98 3.000 60.1 .1 227.00 3.000 (3) 53.8 372.78 3.000 60.1

2004-I......... 52.9 385.07 3.000 61.1 .1 236.21 3.000 (3) 52.9 384.89 3.000 61.1

2004-II ....... 53.0 385.25 3.000 61.3 .1 236.22 3.000 (3) 53.1 385.07 3.000 61.3

2004-III...... 53.5 389.70 3.000 62.6 .1 243.13 3.000 (3) 53.6 389.51 3.000 62.6

2004-IV...... 53.5 394.18 3.000 63.2 .1 235.76 3.000 .1 53.5 393.96 3.000 63.3

2005-I......... 52.7 407.41 3.000 64.4 .1 245.53 3.000 (3) 52.7 407.22 3.000 64.4

2005-II ....... 52.8 407.69 3.000 64.6 .1 245.51 3.000 (3) 52.9 407.50 3.000 64.6

2005-III...... 53.4 412.50 3.000 66.0 .1 252.65 3.000 .1 53.4 412.29 3.000 66.1

2005-IV...... 53.3 417.33 3.000 66.7 .1 244.96 3.000 .1 53.4 417.09 3.000 66.8

2006-I......... 52.5 431.72 3.000 68.0 .1 255.34 3.000 (3) 52.6 431.51 3.000 68.1

2006-II ....... 52.6 431.70 3.000 68.2 .1 255.32 3.000 (3) 52.7 431.49 3.000 68.2

2006-III...... 53.2 436.47 3.000 69.6 .1 262.76 3.000 .1 53.3 436.25 3.000 69.7

2006-IV...... 53.1 441.27 3.000 70.3 .1 254.77 3.000 .1 53.2 441.02 3.000 70.4

2007-I......... 52.4 456.21 3.000 71.7 .1 265.83 3.000 .1 52.4 455.98 3.000 71.7

2007-II ....... 52.5 454.67 3.000 71.6 .1 265.83 3.000 (3) 52.6 454.45 3.000 71.7

2007-III...... 53.1 458.19 3.000 72.9 .1 273.60 3.000 .1 53.1 457.95 3.000 73.0

2007-IV...... 53.0 461.72 3.000 73.4 .1 265.30 3.000 .1 53.1 461.45 3.000 73.5

2008-I......... 52.2 476.33 3.000 74.6 .1 276.81 3.000 .1 52.3 476.09 3.000 74.7

2008-II ....... 52.4 474.78 3.000 74.6 .1 276.79 3.000 .1 52.4 474.54 3.000 74.7

2008-III...... 53.0 478.50 3.000 76.0 .1 284.85 3.000 .1 53.0 478.25 3.000 76.1

2008-IV...... 52.9 482.23 3.000 76.5 .1 276.18 3.000 .1 53.0 481.95 3.000 76.6

2009-I......... 52.1 497.56 3.000 77.8 .1 288.14 3.000 .1 52.2 497.30 3.000 77.9

2009-II ....... 52.2 496.04 3.000 77.7 .1 288.08 3.000 .1 52.3 495.79 3.000 77.7

2009-III...... 52.7 500.02 3.000 79.0 .1 296.42 3.000 .1 52.8 499.75 3.000 79.1

2009-IV...... 52.6 504.01 3.000 79.5 .1 287.37 3.000 .1 52.7 503.72 3.000 79.6

2010-I......... 51.8 520.09 3.000 80.8 .1 299.80 3.000 .1 51.8 519.82 3.000 80.8

2010-II ....... 51.9 518.47 3.000 80.7 .1 299.76 3.000 .1 51.9 518.21 3.000 80.7

2010-III...... 52.4 522.60 3.000 82.1 .1 308.48 3.000 .1 52.4 522.33 3.000 82.1

2010-IV...... 52.3 526.75 3.000 82.6 .1 299.08 3.000 .1 52.3 526.44 3.000 82.6

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50. 3 Less than $50,000.
OASI Dollars

195

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E14.—Current-Payment Benefits to Aged Spouses of Retired Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Aged wives of retired workers Aged husbands of retired workers Total aged spouses of retired workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 2,636.6 $102.72 12.008 $3,252.2 7.4 $94.84 12.032 $8.4 2,643.9 $102.70 12.008 $3,260.6

1976........... 2,664.5 112.08 12.006 3,585.6 7.1 102.49 12.044 8.7 2,671.5 112.06 12.006 3,594.4

1977........... 2,692.7 121.25 12.009 3,921.1 11.5 105.04 15.498 18.8 2,704.3 121.18 12.022 3,939.9

1978........... 2,706.5 130.89 12.068 4,275.2 37.5 103.01 11.809 45.6 2,743.9 130.51 12.065 4,320.8

1979........... 2,733.8 144.07 12.033 4,739.3 38.7 111.04 12.003 51.6 2,772.5 143.61 12.033 4,790.8

1980........... 2,752.8 163.76 12.045 5,429.8 39.1 123.94 12.015 58.2 2,791.8 163.20 12.045 5,488.1

1981........... 2,780.3 187.65 12.026 6,274.2 38.7 138.91 12.033 64.6 2,818.9 186.98 12.026 6,338.8

1982........... 2,803.9 207.75 12.036 7,011.1 37.9 151.04 12.055 69.0 2,841.8 207.00 12.036 7,080.1

1983........... 2,851.7 219.24 12.009 7,507.9 37.5 155.68 12.021 70.2 2,889.2 218.41 12.009 7,578.1

1984........... 2,881.5 230.56 12.007 7,977.0 36.7 160.47 12.033 70.8 2,918.2 229.68 12.007 8,047.8

1985........... 2,904.0 241.62 12.003 8,422.2 35.9 165.24 12.026 71.3 2,939.9 240.68 12.003 8,493.4

1986........... 2,925.8 251.38 12.017 8,838.6 34.9 168.84 12.052 70.9 2,960.7 250.41 12.018 8,909.5

1987........... 2,948.8 256.83 12.009 9,095.4 34.0 169.86 12.029 69.4 2,982.8 255.84 12.010 9,164.8

1988........... 2,955.5 269.55 12.002 9,561.3 32.9 175.90 12.025 69.6 2,988.4 268.51 12.002 9,630.9

1989........... 2,959.8 282.29 12.002 10,028.1 32.0 181.40 12.029 69.7 2,991.7 281.21 12.003 10,097.8

1990........... 2,969.6 297.77 12.009 10,619.1 31.3 188.73 12.016 70.9 3,000.9 296.63 12.009 10,690.0

1991........... 2,977.6 316.24 12.004 11,303.2 30.6 197.27 12.026 72.5 3,008.2 315.03 12.004 11,375.7

1992........... 2,986.8 329.93 11.992 11,816.6 30.1 202.71 12.027 73.3 3,016.8 328.66 11.992 11,889.9

1993........... 2,982.5 341.73 12.001 12,231.0 29.9 207.50 12.027 74.5 3,012.4 340.40 12.001 12,305.5

1994........... 2,959.9 352.54 12.001 12,522.8 29.7 211.19 12.011 75.4 2,989.6 351.13 12.001 12,598.2

1995........... 2,932.1 364.29 12.002 12,819.6 29.5 215.78 12.014 76.6 2,961.6 362.81 12.002 12,896.1

1996........... 2,887.0 375.67 12.011 13,026.5 29.5 220.12 11.994 77.9 2,916.5 374.10 12.010 13,104.4

1997........... 2,843.5 388.18 12.006 13,252.0 29.5 224.59 11.992 79.6 2,873.1 386.49 12.006 13,331.5

1998........... 2,794.2 397.82 12.004 13,343.3 29.8 227.88 11.976 81.4 2,824.0 396.02 12.004 13,424.7

1999........... 2,739.4 404.60 12.011 13,312.2 30.0 229.58 12.001 82.7 2,769.4 402.70 12.011 13,394.9

2000........... 2,724.2 416.93 11.947 13,569.3 31.4 234.02 11.921 87.7 2,755.6 414.84 11.947 13,656.9

2001-I........ 2,703.0 433.81 3.000 3,517.8 32.1 242.47 3.000 23.3 2,735.1 431.57 3.000 3,541.1

2001-II....... 2,697.1 434.31 3.000 3,514.1 31.8 242.20 3.000 23.1 2,728.8 432.07 3.000 3,537.2

2001-III ..... 2,700.0 435.24 3.000 3,525.5 31.6 241.94 3.000 22.9 2,731.6 433.01 3.000 3,548.4

2001-IV ..... 2,696.2 436.61 3.000 3,531.6 31.4 241.68 3.000 22.8 2,727.7 434.37 3.000 3,554.4

2002-I........ 2,684.2 449.84 3.000 3,622.4 31.2 248.18 3.000 23.2 2,715.4 447.52 3.000 3,645.6

2002-II....... 2,679.9 450.47 3.000 3,621.6 31.2 247.94 3.000 23.2 2,711.0 448.15 3.000 3,644.8

2002-III ..... 2,684.2 451.55 3.000 3,636.2 31.2 247.70 3.000 23.2 2,715.4 449.21 3.000 3,659.4

2002-IV ..... 2,681.9 453.09 3.000 3,645.4 31.1 247.46 3.000 23.1 2,713.0 450.73 3.000 3,668.5

2003-I........ 2,671.1 467.33 3.000 3,744.8 30.9 254.39 3.000 23.6 2,702.0 464.90 3.000 3,768.4

2003-II....... 2,667.3 467.95 3.000 3,744.5 30.8 254.16 3.000 23.5 2,698.1 465.51 3.000 3,768.0

2003-III ..... 2,672.1 469.04 3.000 3,760.0 30.9 253.93 3.000 23.5 2,703.0 466.58 3.000 3,783.5

2003-IV ..... 2,670.2 470.60 3.000 3,769.8 30.8 253.70 3.000 23.4 2,701.0 468.12 3.000 3,793.2

2004-I........ 2,659.4 485.82 3.000 3,876.0 30.6 261.06 3.000 24.0 2,690.0 483.27 3.000 3,900.0

2004-II....... 2,654.7 486.42 3.000 3,873.9 30.5 260.80 3.000 23.9 2,685.3 483.86 3.000 3,897.8

2004-III ..... 2,658.6 487.51 3.000 3,888.3 30.5 260.53 3.000 23.9 2,689.2 484.93 3.000 3,912.1

2004-IV ..... 2,655.7 489.08 3.000 3,896.6 30.4 260.27 3.000 23.8 2,686.2 486.49 3.000 3,920.4

2005-I........ 2,644.1 505.37 3.000 4,008.7 30.3 268.05 3.000 24.3 2,674.4 502.68 3.000 4,033.1

2005-II....... 2,638.9 506.00 3.000 4,005.8 30.2 267.75 3.000 24.2 2,669.1 503.30 3.000 4,030.0

2005-III ..... 2,642.1 507.13 3.000 4,019.7 30.2 267.45 3.000 24.2 2,672.3 504.42 3.000 4,043.9

2005-IV ..... 2,638.6 508.77 3.000 4,027.4 30.1 267.14 3.000 24.1 2,668.7 506.05 3.000 4,051.5

2006-I........ 2,627.4 526.24 3.000 4,147.9 29.9 275.39 3.000 24.7 2,657.3 523.42 3.000 4,172.6

2006-II....... 2,624.2 526.95 3.000 4,148.5 29.8 275.10 3.000 24.6 2,654.0 524.12 3.000 4,173.1

2006-III ..... 2,629.4 528.18 3.000 4,166.5 29.9 274.81 3.000 24.6 2,659.3 525.33 3.000 4,191.1

2006-IV ..... 2,627.8 529.94 3.000 4,177.8 29.8 274.52 3.000 24.5 2,657.6 527.08 3.000 4,202.3

2007-I........ 2,618.4 548.75 3.000 4,310.6 29.6 283.29 3.000 25.2 2,648.0 545.79 3.000 4,335.8

2007-II....... 2,617.3 549.63 3.000 4,315.5 29.6 283.01 3.000 25.1 2,646.8 546.65 3.000 4,340.7

2007-III ..... 2,624.4 551.05 3.000 4,338.4 29.6 282.74 3.000 25.1 2,654.0 548.05 3.000 4,363.6

2007-IV ..... 2,624.5 553.02 3.000 4,354.2 29.6 282.47 3.000 25.1 2,654.0 550.01 3.000 4,379.2

2008-I........ 2,615.8 572.76 3.000 4,494.8 29.4 291.51 3.000 25.7 2,645.3 569.63 3.000 4,520.5

2008-II....... 2,613.3 573.73 3.000 4,498.0 29.4 291.21 3.000 25.7 2,642.7 570.58 3.000 4,523.7

2008-III ..... 2,619.1 575.26 3.000 4,520.0 29.5 290.92 3.000 25.7 2,648.5 572.10 3.000 4,545.7

2008-IV ..... 2,617.8 577.38 3.000 4,534.4 29.4 290.62 3.000 25.6 2,647.2 574.19 3.000 4,560.0

2009-I........ 2,607.7 598.06 3.000 4,678.7 29.2 299.90 3.000 26.3 2,637.0 594.76 3.000 4,705.0

2009-II....... 2,603.5 599.18 3.000 4,679.9 29.2 299.56 3.000 26.2 2,632.7 595.86 3.000 4,706.2

2009-III ..... 2,607.5 600.89 3.000 4,700.6 29.2 299.23 3.000 26.2 2,636.8 597.55 3.000 4,726.8

2009-IV ..... 2,604.5 603.21 3.000 4,713.2 29.1 298.90 3.000 26.1 2,633.7 599.85 3.000 4,739.4

2010-I........ 2,593.1 624.88 3.000 4,861.1 29.0 308.43 3.000 26.8 2,622.0 621.39 3.000 4,887.9

2010-II....... 2,588.1 626.01 3.000 4,860.6 28.9 308.11 3.000 26.7 2,617.1 622.49 3.000 4,887.3

2010-III ..... 2,591.4 627.76 3.000 4,880.2 29.0 307.80 3.000 26.8 2,620.3 624.22 3.000 4,907.0

2010-IV ..... 2,587.5 630.14 3.000 4,891.5 28.9 307.48 3.000 26.6 2,616.4 626.58 3.000 4,918.2
Benefit Payments

196

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E15.—Current-Payment Benefits to Total Spouses of Retired Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Total wives of retired workers Total husbands of retired workers Total spouses of retired workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ................. 2,828.6 $100.32 12.014 $3,409.1 7.4 $94.84 12.032 $8.4 2,836.0 $100.30 12.014 $3,417.5

1976 ................. 2,859.7 109.48 12.021 3,763.5 7.1 102.49 12.044 8.7 2,866.8 109.47 12.021 3,772.2

1977 ................. 2,887.8 118.52 12.034 4,118.9 11.5 105.04 15.498 18.8 2,899.4 118.47 12.046 4,137.7

1978 ................. 2,904.4 127.97 12.079 4,489.5 37.5 103.01 11.809 45.6 2,941.9 127.65 12.076 4,535.1

1979 ................. 2,927.1 140.99 12.040 4,969.0 38.7 111.04 12.003 51.6 2,965.8 140.60 12.040 5,020.5

1980 ................. 2,947.7 160.31 12.038 5,688.6 39.1 123.94 12.015 58.2 2,986.8 159.84 12.038 5,746.8

1981 ................. 2,971.1 183.90 12.023 6,569.1 38.7 138.90 12.033 64.6 3,009.8 183.32 12.023 6,633.7

1982 ................. 2,980.8 203.98 12.037 7,318.8 37.9 151.02 12.055 69.0 3,018.7 203.32 12.037 7,387.9

1983 ................. 3,013.1 215.55 11.990 7,787.0 37.5 155.67 12.022 70.2 3,050.6 214.81 11.990 7,857.2

1984 ................. 2,995.8 227.60 12.020 8,196.0 36.8 160.21 12.033 70.9 3,032.6 226.78 12.020 8,266.9

1985 ................. 3,012.3 238.62 12.017 8,637.3 36.0 164.89 12.028 71.4 3,048.3 237.75 12.017 8,708.7

1986 ................. 3,029.7 248.35 12.026 9,048.6 35.0 168.52 12.054 71.1 3,064.7 247.43 12.026 9,119.7

1987 ................. 3,048.4 253.88 12.015 9,298.7 34.1 169.58 12.031 69.6 3,082.5 252.95 12.015 9,368.3

1988 ................. 3,049.2 266.63 12.009 9,763.6 33.0 175.62 12.026 69.8 3,082.2 265.66 12.009 9,833.4

1989 ................. 3,049.1 279.39 12.009 10,229.9 32.1 181.14 12.029 69.9 3,081.2 278.37 12.009 10,299.8

1990 ................. 3,057.4 294.81 12.012 10,826.8 31.4 188.46 12.016 71.1 3,088.8 293.73 12.012 10,897.9

1991 ................. 3,063.5 313.23 12.008 11,522.2 30.7 197.02 12.029 72.7 3,094.1 312.07 12.008 11,595.0

1992 ................. 3,070.6 326.93 11.999 12,045.1 30.2 202.50 12.031 73.5 3,100.8 325.72 11.999 12,118.6

1993 ................. 3,064.2 338.75 12.009 12,465.2 30.0 207.32 12.030 74.7 3,094.2 337.47 12.009 12,539.9

1994 ................. 3,039.8 349.55 12.009 12,760.8 29.8 211.01 12.012 75.5 3,069.6 348.21 12.009 12,836.4

1995 ................. 3,008.8 361.33 12.012 13,058.9 29.6 215.64 12.019 76.8 3,038.5 359.91 12.012 13,135.7

1996 ................. 2,953.9 373.21 12.021 13,252.4 29.6 219.99 11.998 78.0 2,983.4 371.69 12.021 13,330.5

1997 ................. 2,906.7 385.78 12.014 13,471.6 29.6 224.47 11.995 79.7 2,936.3 384.15 12.014 13,551.3

1998 ................. 2,853.8 395.52 12.011 13,557.7 29.9 227.80 11.979 81.5 2,883.7 393.78 12.011 13,639.3

1999 ................. 2,795.6 402.43 12.019 13,522.2 30.1 229.54 12.003 82.9 2,825.7 400.59 12.019 13,605.1

2000 ................. 2,779.9 414.82 11.955 13,785.2 31.5 233.98 11.924 87.9 2,811.4 412.79 11.954 13,873.1

2001-I............... 2,758.2 431.70 3.000 3,572.2 32.1 242.41 3.000 23.4 2,790.4 429.52 3.000 3,595.6

2001-II ............. 2,752.2 432.19 3.000 3,568.4 31.8 242.14 3.000 23.1 2,784.0 430.02 3.000 3,591.5

2001-III............ 2,755.4 433.17 3.000 3,580.7 31.7 241.89 3.000 23.0 2,787.1 430.99 3.000 3,603.6

2001-IV............ 2,751.4 434.59 3.000 3,587.1 31.5 241.60 3.000 22.8 2,782.9 432.40 3.000 3,610.0

2002-I............... 2,738.3 447.78 3.000 3,678.5 31.3 248.12 3.000 23.3 2,769.6 445.53 3.000 3,701.7

2002-II ............. 2,733.9 448.40 3.000 3,677.6 31.2 247.88 3.000 23.2 2,765.1 446.14 3.000 3,700.8

2002-III............ 2,738.6 449.53 3.000 3,693.3 31.3 247.65 3.000 23.2 2,769.9 447.25 3.000 3,716.5

2002-IV............ 2,736.0 451.12 3.000 3,702.8 31.2 247.39 3.000 23.1 2,767.2 448.82 3.000 3,725.9

2003-I............... 2,724.2 465.32 3.000 3,803.0 31.0 254.33 3.000 23.6 2,755.2 462.95 3.000 3,826.6

2003-II ............. 2,720.6 465.93 3.000 3,802.8 30.9 254.10 3.000 23.6 2,751.5 463.55 3.000 3,826.3

2003-III............ 2,725.9 467.06 3.000 3,819.5 30.9 253.88 3.000 23.6 2,756.9 464.67 3.000 3,843.1

2003-IV............ 2,723.9 468.67 3.000 3,829.9 30.8 253.63 3.000 23.5 2,754.8 466.26 3.000 3,853.4

2004-I............... 2,712.3 483.86 3.000 3,937.1 30.7 261.01 3.000 24.0 2,743.0 481.37 3.000 3,961.1

2004-II ............. 2,707.7 484.44 3.000 3,935.2 30.6 260.75 3.000 23.9 2,738.3 481.94 3.000 3,959.1

2004-III............ 2,712.1 485.58 3.000 3,950.9 30.6 260.49 3.000 23.9 2,742.8 483.06 3.000 3,974.8

2004-IV............ 2,709.2 487.21 3.000 3,959.8 30.5 260.21 3.000 23.8 2,739.7 484.68 3.000 3,983.6

2005-I............... 2,696.8 503.45 3.000 4,073.1 30.3 268.00 3.000 24.4 2,727.1 500.84 3.000 4,097.5

2005-II ............. 2,691.7 504.07 3.000 4,070.4 30.2 267.70 3.000 24.3 2,721.9 501.44 3.000 4,094.7

2005-III............ 2,695.5 505.25 3.000 4,085.7 30.3 267.41 3.000 24.3 2,725.8 502.61 3.000 4,110.0

2005-IV............ 2,691.9 506.96 3.000 4,094.1 30.1 267.09 3.000 24.2 2,722.1 504.30 3.000 4,118.3

2006-I............... 2,679.9 524.39 3.000 4,215.9 30.0 275.35 3.000 24.7 2,709.8 521.64 3.000 4,240.6

2006-II ............. 2,676.8 525.07 3.000 4,216.6 29.9 275.06 3.000 24.7 2,706.8 522.31 3.000 4,241.3

2006-III............ 2,682.6 526.36 3.000 4,236.1 29.9 274.78 3.000 24.7 2,712.6 523.59 3.000 4,260.8

2006-IV............ 2,680.9 528.18 3.000 4,248.1 29.8 274.47 3.000 24.6 2,710.8 525.39 3.000 4,272.7

2007-I............... 2,670.8 546.94 3.000 4,382.3 29.7 283.25 3.000 25.2 2,700.5 544.04 3.000 4,407.5

2007-II ............. 2,669.8 547.76 3.000 4,387.1 29.6 282.98 3.000 25.2 2,699.4 544.85 3.000 4,412.3

2007-III............ 2,677.4 549.21 3.000 4,411.4 29.7 282.72 3.000 25.2 2,707.1 546.28 3.000 4,436.6

2007-IV............ 2,677.5 551.21 3.000 4,427.6 29.6 282.43 3.000 25.1 2,707.1 548.27 3.000 4,452.7

2008-I............... 2,668.1 570.87 3.000 4,569.4 29.5 291.48 3.000 25.8 2,697.6 567.82 3.000 4,595.2

2008-II ............. 2,665.7 571.78 3.000 4,572.6 29.5 291.18 3.000 25.7 2,695.2 568.71 3.000 4,598.4

2008-III............ 2,672.0 573.35 3.000 4,596.0 29.5 290.90 3.000 25.8 2,701.6 570.26 3.000 4,621.8

2008-IV............ 2,670.7 575.49 3.000 4,610.9 29.5 290.59 3.000 25.7 2,700.2 572.38 3.000 4,636.6

2009-I............... 2,659.8 596.09 3.000 4,756.5 29.3 299.87 3.000 26.4 2,689.2 592.86 3.000 4,782.9

2009-II ............. 2,655.7 597.15 3.000 4,757.6 29.3 299.54 3.000 26.3 2,685.0 593.91 3.000 4,783.9

2009-III............ 2,660.2 598.90 3.000 4,779.6 29.3 299.22 3.000 26.3 2,689.5 595.63 3.000 4,805.9

2009-IV............ 2,657.1 601.25 3.000 4,792.7 29.2 298.87 3.000 26.2 2,686.3 597.96 3.000 4,818.9

2010-I............... 2,644.8 622.83 3.000 4,941.8 29.0 308.41 3.000 26.9 2,673.9 619.42 3.000 4,968.7

2010-II ............. 2,640.0 623.90 3.000 4,941.2 29.0 308.09 3.000 26.8 2,669.0 620.47 3.000 4,968.0

2010-III............ 2,643.7 625.68 3.000 4,962.3 29.0 307.80 3.000 26.8 2,672.7 622.22 3.000 4,989.1

2010-IV............ 2,639.8 628.09 3.000 4,974.1 29.0 307.46 3.000 26.7 2,668.7 624.61 3.000 5,000.8
OASI Dollars

197

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E16.—Current-Payment Benefits to Children of Retired Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar 

period

Minor children of retired workers Disabled children of retired workers Student children of retired workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 379.3 $61.41 12.705 $295.9 114.7 $91.67 12.535 $131.8 114.8 $100.73 13.368 $154.6

1976........... 395.9 68.42 12.154 329.2 123.1 100.27 12.073 149.1 133.1 111.47 13.001 193.0

1977........... 398.2 72.52 11.868 342.7 125.4 107.15 11.958 160.7 145.7 117.60 11.860 203.3

1978........... 380.2 82.67 12.305 386.7 130.8 116.92 12.022 183.9 146.3 131.51 12.220 235.1

1979........... 370.6 92.03 12.135 413.9 135.3 129.93 12.098 212.7 141.2 147.20 12.443 258.6

1980........... 358.2 105.93 12.098 459.0 138.4 148.70 12.118 249.3 138.1 169.67 12.737 298.5

1981........... 345.8 122.64 12.082 512.4 141.1 171.19 12.102 292.4 150.6 196.12 12.124 358.0

1982........... 328.7 138.82 12.115 552.9 143.1 190.69 12.079 329.6 49.1 199.82 24.474 240.4

1983........... 317.2 150.42 12.019 573.5 146.0 201.12 12.092 355.1 26.6 180.64 26.552 127.5

1984........... 302.0 163.99 12.055 597.1 149.8 212.12 12.099 384.6 25.5 171.98 17.430 76.6

1985........... 290.6 171.53 12.030 599.7 154.1 222.90 12.097 415.6 21.1 199.94 11.928 50.4

1986........... 280.0 178.96 12.022 602.3 158.6 232.77 12.097 446.5 21.5 235.44 9.436 47.8

1987........... 270.1 183.95 11.996 596.0 163.4 238.80 12.074 471.2 21.4 244.08 9.369 48.9

1988........... 257.3 193.35 11.989 596.4 166.9 251.85 12.038 505.9 20.6 257.04 9.187 48.7

1989........... 244.4 202.98 11.997 595.3 168.8 265.09 12.039 538.6 19.5 270.57 9.028 47.7

1990........... 238.5 214.94 11.975 613.7 171.3 281.07 12.048 580.2 18.8 284.58 9.326 50.0

1991........... 236.8 229.86 11.957 650.9 174.5 299.91 12.050 630.6 17.0 299.53 9.742 49.6

1992........... 238.8 242.32 11.937 690.7 178.5 314.46 12.023 675.0 16.3 310.89 9.956 50.4

1993........... 239.5 253.94 11.985 728.8 182.5 327.66 12.022 719.0 16.9 323.09 9.609 52.4

1994........... 241.9 264.78 11.949 765.2 185.5 339.56 12.018 757.1 16.5 334.61 9.536 52.7

1995........... 242.4 276.77 11.969 802.9 187.6 352.66 12.021 795.2 16.2 350.30 9.577 54.3

1996........... 243.3 291.48 11.956 847.9 188.6 365.60 12.020 828.8 14.9 363.17 10.770 58.2

1997........... 242.6 305.43 11.945 885.0 189.3 379.98 12.006 863.8 14.7 376.88 10.187 56.6

1998........... 239.9 317.18 11.963 910.3 189.3 391.74 12.005 890.4 15.0 391.07 10.121 59.2

1999........... 240.5 327.52 11.950 941.2 189.1 400.97 12.012 910.7 14.3 401.58 9.975 57.3

2000........... 252.4 344.78 11.820 1,028.7 190.6 415.80 11.983 949.6 14.5 423.14 10.099 61.8

2001-I........ 255.8 363.45 3.000 278.9 191.2 434.16 3.000 249.0 13.3 445.22 3.000 17.7

2001-II....... 259.7 363.87 3.000 283.5 191.4 435.55 3.000 250.1 17.5 447.51 3.000 23.5

2001-III ..... 263.1 366.86 3.000 289.5 192.3 436.93 3.000 252.0 8.7 441.84 3.000 11.5

2001-IV ..... 262.8 368.76 3.000 290.8 192.5 438.32 3.000 253.1 8.9 434.00 3.000 11.6

2002-I........ 261.1 379.94 3.000 297.6 192.2 452.08 3.000 260.6 12.9 453.20 3.000 17.5

2002-II....... 264.9 380.52 3.000 302.4 192.3 453.68 3.000 261.7 17.2 457.48 3.000 23.6

2002-III ..... 268.1 383.77 3.000 308.7 193.0 455.29 3.000 263.6 8.6 453.61 3.000 11.7

2002-IV ..... 267.7 385.88 3.000 309.9 193.1 456.90 3.000 264.7 8.9 447.46 3.000 11.9

2003-I........ 265.7 398.05 3.000 317.3 192.7 471.81 3.000 272.7 13.0 469.21 3.000 18.3

2003-II....... 269.4 398.65 3.000 322.2 192.7 473.51 3.000 273.8 17.4 474.11 3.000 24.7

2003-III ..... 272.5 402.06 3.000 328.7 193.4 475.20 3.000 275.7 8.7 470.58 3.000 12.3

2003-IV ..... 271.9 404.27 3.000 329.7 193.4 476.90 3.000 276.8 9.0 464.66 3.000 12.6

2004-I........ 269.7 417.42 3.000 337.7 192.9 492.96 3.000 285.3 13.2 488.08 3.000 19.3

2004-II....... 273.3 418.03 3.000 342.7 192.9 494.73 3.000 286.3 17.6 493.30 3.000 26.0

2004-III ..... 276.2 421.57 3.000 349.3 193.4 496.49 3.000 288.1 8.8 489.72 3.000 12.9

2004-IV ..... 275.4 423.86 3.000 350.2 193.4 498.26 3.000 289.1 9.1 483.67 3.000 13.2

2005-I........ 273.0 438.06 3.000 358.8 192.8 515.55 3.000 298.2 13.2 508.63 3.000 20.2

2005-II....... 276.5 438.71 3.000 363.9 192.7 517.45 3.000 299.2 17.7 514.12 3.000 27.3

2005-III ..... 279.4 442.44 3.000 370.9 193.2 519.35 3.000 301.1 8.8 510.45 3.000 13.6

2005-IV ..... 278.5 444.86 3.000 371.6 193.2 521.25 3.000 302.1 9.1 504.19 3.000 13.8

2006-I........ 275.9 460.02 3.000 380.7 192.5 539.95 3.000 311.8 13.4 530.75 3.000 21.3

2006-II....... 279.1 460.10 3.000 385.3 192.3 542.06 3.000 312.8 17.9 536.42 3.000 28.8

2006-III ..... 281.7 463.41 3.000 391.7 192.8 544.18 3.000 314.7 9.0 532.54 3.000 14.3

2006-IV ..... 280.5 465.34 3.000 391.5 192.7 546.29 3.000 315.7 9.3 525.97 3.000 14.7

2007-I........ 277.5 481.18 3.000 400.6 191.9 566.59 3.000 326.2 13.6 554.18 3.000 22.7

2007-II....... 280.4 481.02 3.000 404.6 191.7 569.02 3.000 327.3 18.3 560.11 3.000 30.8

2007-III ..... 282.7 484.24 3.000 410.6 192.1 571.45 3.000 329.4 9.2 556.07 3.000 15.3

2007-IV ..... 281.0 486.01 3.000 409.7 192.0 573.89 3.000 330.5 9.5 549.21 3.000 15.7

2008-I........ 277.7 502.40 3.000 418.6 191.2 595.39 3.000 341.6 14.0 578.68 3.000 24.4

2008-II....... 280.2 502.29 3.000 422.3 191.0 598.05 3.000 342.7 18.8 584.90 3.000 33.0

2008-III ..... 282.1 505.70 3.000 427.9 191.4 600.72 3.000 344.9 9.4 580.70 3.000 16.4

2008-IV ..... 280.1 507.61 3.000 426.5 191.2 603.38 3.000 346.1 9.8 573.57 3.000 16.8

2009-I........ 276.5 524.80 3.000 435.3 190.4 626.12 3.000 357.7 14.3 604.42 3.000 25.9

2009-II....... 279.0 524.78 3.000 439.2 190.2 629.08 3.000 359.0 19.1 611.08 3.000 35.0

2009-III ..... 280.8 528.45 3.000 445.1 190.6 632.04 3.000 361.4 9.5 606.86 3.000 17.3

2009-IV ..... 278.7 530.54 3.000 443.6 190.4 635.00 3.000 362.7 9.8 599.56 3.000 17.7

2010-I........ 275.2 548.57 3.000 452.8 189.6 658.67 3.000 374.6 14.3 631.92 3.000 27.1

2010-II....... 277.6 548.52 3.000 456.9 189.4 660.66 3.000 375.3 19.0 638.88 3.000 36.5

2010-III ..... 279.5 552.32 3.000 463.1 189.7 662.66 3.000 377.2 9.5 634.46 3.000 18.0

2010-IV ..... 277.5 554.48 3.000 461.6 189.5 664.66 3.000 377.9 9.7 626.82 3.000 18.3
Benefit Payments

198

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E17.—Current-Payment Benefits to Children of Deceased Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar 

period

Minor children of deceased workers Disabled children of deceased workers Student children of deceased workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 2,243.6 $128.74 11.866 $3,427.3 213.3 $136.33 11.699 $340.3 472.5 $151.48 11.361 $813.2

1976 ........... 2,189.8 141.37 11.881 3,678.1 223.2 147.94 11.899 392.9 484.2 161.02 12.174 949.1

1977 ........... 2,108.8 155.93 12.069 3,968.5 237.9 159.32 12.005 455.0 499.0 169.65 12.306 1,041.9

1978 ........... 2,067.7 169.39 11.935 4,180.1 249.6 169.63 11.924 504.8 488.4 191.35 12.263 1,146.0

1979 ........... 2,003.1 189.74 11.958 4,544.9 259.8 185.92 11.944 576.9 479.6 212.90 12.059 1,231.2

1980 ........... 1,929.9 218.03 11.980 5,041.0 270.7 210.97 11.957 682.9 464.4 245.03 12.301 1,399.9

1981 ........... 1,848.6 250.22 11.979 5,540.9 281.8 240.18 11.964 809.8 494.7 282.19 11.762 1,642.2

1982 ........... 1,763.3 279.30 12.000 5,910.1 292.0 265.20 11.969 926.8 146.3 290.50 25.528 1,084.6

1983 ........... 1,687.4 293.81 11.993 5,945.9 304.2 277.38 11.935 1,007.0 103.0 267.17 24.081 663.0

1984 ........... 1,616.8 308.28 11.998 5,980.1 316.4 290.57 11.937 1,097.4 98.4 268.91 16.632 440.3

1985 ........... 1,558.3 321.65 11.985 6,007.3 329.6 304.20 11.938 1,197.0 82.3 314.88 12.111 313.9

1986 ........... 1,508.8 333.46 11.976 6,025.6 342.6 317.09 11.945 1,297.6 84.1 364.82 9.306 285.5

1987 ........... 1,461.7 339.12 11.987 5,941.8 355.1 324.53 11.949 1,376.9 82.5 380.12 9.386 294.3

1988 ........... 1,413.8 354.19 11.986 6,002.0 365.4 341.81 11.966 1,494.4 82.4 405.80 9.221 308.4

1989 ........... 1,367.5 367.62 11.989 6,027.1 375.0 359.25 11.973 1,613.1 83.2 427.66 8.999 320.1

1990 ........... 1,344.6 383.52 11.981 6,178.2 385.4 379.90 11.958 1,750.7 80.1 447.09 9.294 332.8

1991 ........... 1,338.7 402.87 11.977 6,459.6 395.5 404.42 11.964 1,913.6 73.8 470.63 9.729 337.8

1992 ........... 1,346.3 415.88 11.966 6,699.5 407.3 423.43 11.964 2,063.4 71.5 487.63 10.072 351.3

1993 ........... 1,353.2 426.62 11.977 6,914.5 420.1 440.26 11.972 2,214.5 76.5 501.94 9.683 371.7

1994 ........... 1,372.4 436.73 11.973 7,175.9 431.6 455.73 11.983 2,357.0 73.3 514.89 9.792 369.5

1995 ........... 1,387.0 448.28 11.974 7,445.0 442.0 472.85 11.984 2,504.3 72.6 530.60 9.787 377.2

1996 ........... 1,399.3 464.13 11.957 7,765.8 450.7 489.58 11.984 2,644.5 69.0 546.79 10.851 409.5

1997 ........... 1,392.0 479.50 11.971 7,990.0 458.4 508.31 11.986 2,792.7 70.6 558.08 10.271 404.8

1998 ........... 1,374.9 491.72 11.981 8,100.1 465.8 523.53 11.991 2,924.2 71.0 569.30 10.317 416.9

1999 ........... 1,364.4 501.29 11.973 8,188.5 471.9 535.12 11.993 3,028.1 68.7 580.79 10.166 405.3

2000 ........... 1,353.8 517.88 11.985 8,403.2 477.8 552.74 11.993 3,167.3 65.5 600.04 10.563 415.0

2001-I......... 1,346.2 538.66 3.000 2,175.5 481.1 574.97 3.000 829.9 59.4 631.07 3.000 112.4

2001-II ....... 1,346.6 538.96 3.000 2,177.2 483.3 575.78 3.000 834.8 76.5 636.61 3.000 146.1

2001-III...... 1,345.6 541.42 3.000 2,185.7 485.4 576.59 3.000 839.6 39.9 626.98 3.000 75.0

2001-IV...... 1,343.5 542.80 3.000 2,187.8 487.4 577.41 3.000 844.2 43.0 623.63 3.000 80.5

2002-I......... 1,339.9 559.48 3.000 2,248.9 489.4 594.39 3.000 872.6 60.1 656.18 3.000 118.3

2002-II ....... 1,340.0 559.95 3.000 2,250.9 491.4 595.17 3.000 877.4 77.2 662.64 3.000 153.6

2002-III...... 1,338.8 562.66 3.000 2,259.8 493.4 595.95 3.000 882.1 40.2 653.31 3.000 78.8

2002-IV...... 1,336.4 564.25 3.000 2,262.1 495.3 596.73 3.000 886.7 43.3 650.51 3.000 84.5

2003-I......... 1,332.2 582.31 3.000 2,327.3 497.2 614.85 3.000 917.2 60.4 685.68 3.000 124.3

2003-II ....... 1,331.1 582.97 3.000 2,328.0 499.2 615.70 3.000 922.1 77.9 692.67 3.000 161.9

2003-III...... 1,328.8 585.96 3.000 2,335.9 501.1 616.54 3.000 926.9 40.6 683.15 3.000 83.3

2003-IV...... 1,325.3 587.79 3.000 2,337.0 503.0 617.39 3.000 931.6 43.9 680.45 3.000 89.6

2004-I......... 1,320.3 607.37 3.000 2,405.7 504.8 636.79 3.000 964.4 61.4 718.05 3.000 132.2

2004-II ....... 1,319.1 608.21 3.000 2,406.8 506.7 637.71 3.000 969.4 78.9 725.21 3.000 171.6

2004-III...... 1,316.6 611.50 3.000 2,415.3 508.6 638.62 3.000 974.3 41.0 715.10 3.000 88.0

2004-IV...... 1,312.9 613.56 3.000 2,416.7 510.3 639.53 3.000 979.0 44.2 712.12 3.000 94.4

2005-I......... 1,307.7 634.77 3.000 2,490.2 512.1 660.31 3.000 1,014.4 61.7 752.17 3.000 139.2

2005-II ....... 1,305.8 635.79 3.000 2,490.6 513.9 661.29 3.000 1,019.5 79.4 759.91 3.000 180.9

2005-III...... 1,302.6 639.37 3.000 2,498.6 515.6 662.28 3.000 1,024.5 41.3 749.54 3.000 92.9

2005-IV...... 1,298.4 641.66 3.000 2,499.3 517.3 663.26 3.000 1,029.3 44.5 746.64 3.000 99.8

2006-I......... 1,292.4 664.61 3.000 2,576.8 519.0 685.51 3.000 1,067.3 62.3 789.38 3.000 147.5

2006-II ....... 1,289.5 665.75 3.000 2,575.5 520.7 686.57 3.000 1,072.6 80.3 796.97 3.000 192.0

2006-III...... 1,285.5 669.56 3.000 2,582.1 522.4 687.63 3.000 1,077.7 41.9 785.57 3.000 98.8

2006-IV...... 1,280.3 672.04 3.000 2,581.2 524.0 688.69 3.000 1,082.7 45.3 782.02 3.000 106.3

2007-I......... 1,273.3 696.79 3.000 2,661.6 525.7 712.52 3.000 1,123.6 63.5 827.24 3.000 157.6

2007-II ....... 1,269.0 698.01 3.000 2,657.4 527.4 713.65 3.000 1,129.1 82.1 835.24 3.000 205.8

2007-III...... 1,263.6 702.03 3.000 2,661.2 529.0 714.78 3.000 1,134.4 43.0 823.33 3.000 106.1

2007-IV...... 1,257.0 704.64 3.000 2,657.2 530.5 715.91 3.000 1,139.5 46.5 819.66 3.000 114.4

2008-I......... 1,248.8 730.62 3.000 2,737.1 532.1 740.72 3.000 1,182.5 65.3 867.04 3.000 169.9

2008-II ....... 1,243.5 731.90 3.000 2,730.3 533.8 741.93 3.000 1,188.1 84.3 875.31 3.000 221.5

2008-III...... 1,237.0 736.12 3.000 2,731.8 535.4 743.14 3.000 1,193.6 44.0 862.73 3.000 114.0

2008-IV...... 1,229.5 738.87 3.000 2,725.2 536.9 744.35 3.000 1,198.9 47.6 858.76 3.000 122.7

2009-I......... 1,220.6 766.11 3.000 2,805.4 538.4 770.18 3.000 1,244.0 66.6 908.17 3.000 181.6

2009-II ....... 1,215.5 767.44 3.000 2,798.5 540.0 771.48 3.000 1,249.8 85.6 916.32 3.000 235.2

2009-III...... 1,209.2 771.85 3.000 2,799.9 541.6 772.77 3.000 1,255.5 44.5 902.65 3.000 120.5

2009-IV...... 1,201.8 774.73 3.000 2,793.2 543.0 774.06 3.000 1,260.9 47.9 898.02 3.000 129.0

2010-I......... 1,193.3 803.26 3.000 2,875.6 544.4 800.96 3.000 1,308.2 66.6 949.30 3.000 189.8

2010-II ....... 1,188.6 804.63 3.000 2,869.2 546.0 802.34 3.000 1,314.1 85.3 957.70 3.000 245.1

2010-III...... 1,182.8 809.23 3.000 2,871.5 547.4 803.72 3.000 1,319.9 44.2 943.29 3.000 125.2

2010-IV...... 1,176.0 812.21 3.000 2,865.4 548.8 805.09 3.000 1,325.5 47.5 938.33 3.000 133.7
OASI Dollars

199

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of dependent and survivor amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E18.—Current-Payment Benefits to OASI Children

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar 

period

Total children of retired workers Total children of deceased workers Total OASI children

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 608.8 $74.52 12.834 $582.3 2,929.4 $132.96 11.761 $4,580.7 3,538.2 $122.91 11.873 $5,163.0

1976........... 652.2 83.22 12.367 671.2 2,897.2 145.16 11.936 5,020.1 3,549.4 133.78 11.986 5,691.3

1977........... 669.4 88.82 11.886 706.7 2,845.7 158.62 12.108 5,465.3 3,515.1 145.33 12.082 6,172.0

1978........... 657.3 100.36 12.215 805.7 2,805.6 173.23 11.997 5,830.9 3,462.9 159.40 12.023 6,636.5

1979........... 647.1 111.99 12.214 885.2 2,742.4 193.43 11.976 6,353.0 3,389.6 177.88 12.005 7,238.2

1980........... 634.6 129.13 12.286 1,006.8 2,665.1 222.02 12.039 7,123.8 3,299.7 204.15 12.069 8,130.6

1981........... 637.6 150.74 12.100 1,162.9 2,625.2 255.16 11.932 7,992.8 3,262.7 234.76 11.953 9,155.7

1982........... 521.0 158.83 13.570 1,122.8 2,201.6 278.17 12.935 7,921.5 2,722.6 255.34 13.010 9,044.4

1983........... 489.8 167.17 12.897 1,056.1 2,094.7 290.12 12.532 7,615.8 2,584.5 266.81 12.576 8,671.9

1984........... 477.4 179.52 12.347 1,058.2 2,031.6 303.62 12.188 7,517.8 2,509.0 280.00 12.207 8,576.0

1985........... 465.9 189.82 12.051 1,065.7 1,970.3 318.45 11.983 7,518.3 2,436.2 293.85 11.991 8,584.0

1986........... 460.0 200.15 11.910 1,096.6 1,935.5 331.93 11.843 7,608.7 2,395.6 306.62 11.851 8,705.3

1987........... 454.9 206.48 11.883 1,116.1 1,899.3 338.17 11.853 7,613.0 2,354.2 312.72 11.857 8,729.1

1988........... 444.8 218.25 11.857 1,151.0 1,861.6 354.04 11.842 7,804.8 2,306.4 327.85 11.844 8,955.9

1989........... 432.7 230.25 11.858 1,181.6 1,825.7 368.63 11.827 7,960.3 2,258.5 342.12 11.831 9,141.8

1990........... 428.6 244.43 11.873 1,243.9 1,810.0 385.57 11.838 8,261.8 2,238.7 358.54 11.843 9,505.7

1991........... 428.3 261.16 11.899 1,331.0 1,808.0 405.97 11.868 8,711.1 2,236.3 378.24 11.872 10,042.1

1992........... 433.6 274.60 11.893 1,416.1 1,825.1 420.38 11.880 9,114.2 2,258.7 392.39 11.881 10,530.3

1993........... 438.9 287.26 11.900 1,500.2 1,849.8 432.83 11.866 9,500.7 2,288.7 404.92 11.871 11,000.9

1994........... 443.9 298.63 11.881 1,574.9 1,877.3 444.15 11.876 9,902.4 2,321.2 416.32 11.877 11,477.3

1995........... 446.1 311.34 11.896 1,652.3 1,901.6 457.13 11.879 10,326.5 2,347.7 429.43 11.882 11,978.8

1996........... 446.8 325.16 11.942 1,735.0 1,919.1 473.08 11.918 10,819.8 2,365.9 445.15 11.921 12,554.8

1997........... 446.7 339.39 11.909 1,805.3 1,920.9 489.26 11.904 11,187.5 2,367.6 460.99 11.904 12,992.8

1998........... 444.2 351.45 11.914 1,859.9 1,911.7 502.35 11.914 11,441.1 2,355.9 473.90 11.914 13,301.1

1999........... 443.9 361.20 11.908 1,909.2 1,904.9 512.53 11.904 11,622.0 2,348.7 483.93 11.905 13,531.1

2000........... 457.5 376.84 11.834 2,040.1 1,897.1 529.49 11.932 11,985.5 2,354.6 499.84 11.917 14,025.6

2001-I........ 460.2 395.18 3.000 545.6 1,886.7 550.83 3.000 3,117.8 2,346.9 520.31 3.000 3,663.4

2001-II....... 468.7 396.28 3.000 557.2 1,906.3 552.21 3.000 3,158.1 2,375.0 521.44 3.000 3,715.3

2001-III ..... 464.0 397.30 3.000 553.1 1,870.9 552.37 3.000 3,100.3 2,334.9 521.55 3.000 3,653.3

2001-IV ..... 464.2 398.85 3.000 555.5 1,873.9 553.66 3.000 3,112.5 2,338.2 522.92 3.000 3,668.0

2002-I........ 466.1 411.71 3.000 575.7 1,889.4 571.60 3.000 3,239.9 2,355.5 539.96 3.000 3,815.6

2002-II....... 474.4 412.96 3.000 587.7 1,908.6 573.17 3.000 3,281.9 2,383.0 541.28 3.000 3,869.6

2002-III ..... 469.7 414.43 3.000 584.0 1,872.4 573.38 3.000 3,220.7 2,342.1 541.50 3.000 3,804.7

2002-IV ..... 469.7 416.25 3.000 586.5 1,875.0 574.82 3.000 3,233.3 2,344.6 543.05 3.000 3,819.8

2003-I........ 471.3 430.17 3.000 608.2 1,889.9 594.18 3.000 3,368.7 2,361.2 561.44 3.000 3,977.0

2003-II....... 479.5 431.48 3.000 620.7 1,908.2 596.01 3.000 3,412.0 2,387.7 562.97 3.000 4,032.7

2003-III ..... 474.6 433.12 3.000 616.6 1,870.6 596.27 3.000 3,346.1 2,345.1 563.25 3.000 3,962.7

2003-IV ..... 474.3 435.04 3.000 619.0 1,872.1 597.92 3.000 3,358.1 2,346.4 564.99 3.000 3,977.2

2004-I........ 475.7 450.01 3.000 642.3 1,886.5 618.84 3.000 3,502.3 2,362.2 584.84 3.000 4,144.6

2004-II....... 483.7 451.35 3.000 655.0 1,904.6 620.90 3.000 3,547.8 2,388.4 586.56 3.000 4,202.8

2004-III ..... 478.4 453.11 3.000 650.4 1,866.2 621.17 3.000 3,477.6 2,344.6 586.87 3.000 4,128.0

2004-IV ..... 477.9 455.11 3.000 652.5 1,867.4 622.99 3.000 3,490.2 2,345.3 588.78 3.000 4,142.6

2005-I........ 479.1 471.20 3.000 677.2 1,881.4 645.57 3.000 3,643.7 2,360.5 610.18 3.000 4,320.9

2005-II....... 487.0 472.61 3.000 690.4 1,899.0 647.88 3.000 3,691.0 2,386.0 612.11 3.000 4,381.4

2005-III ..... 481.5 474.56 3.000 685.5 1,859.6 648.17 3.000 3,616.0 2,341.1 612.46 3.000 4,301.5

2005-IV ..... 480.8 476.68 3.000 687.5 1,860.2 650.18 3.000 3,628.4 2,341.0 614.55 3.000 4,316.0

2006-I........ 481.7 493.92 3.000 713.8 1,873.6 674.54 3.000 3,791.6 2,355.4 637.60 3.000 4,505.4

2006-II....... 489.4 495.11 3.000 726.9 1,890.6 677.06 3.000 3,840.1 2,380.0 639.64 3.000 4,567.0

2006-III ..... 483.5 496.90 3.000 720.7 1,849.8 677.29 3.000 3,758.6 2,333.3 639.91 3.000 4,479.4

2006-IV ..... 482.4 498.84 3.000 721.9 1,849.6 679.45 3.000 3,770.1 2,332.0 642.09 3.000 4,492.0

2007-I........ 483.1 517.17 3.000 749.5 1,862.4 705.68 3.000 3,942.8 2,345.5 666.85 3.000 4,692.3

2007-II....... 490.5 518.38 3.000 762.7 1,878.5 708.40 3.000 3,992.2 2,369.0 669.06 3.000 4,754.9

2007-III ..... 484.0 520.23 3.000 755.4 1,835.5 708.54 3.000 3,901.7 2,319.5 669.25 3.000 4,657.0

2007-IV ..... 482.5 522.22 3.000 756.0 1,834.1 710.82 3.000 3,911.1 2,316.6 671.54 3.000 4,667.1

2008-I........ 483.0 541.44 3.000 784.5 1,846.2 738.36 3.000 4,089.5 2,329.2 697.53 3.000 4,874.0

2008-II....... 490.0 542.79 3.000 798.0 1,861.6 741.28 3.000 4,139.9 2,351.6 699.91 3.000 4,937.8

2008-III ..... 482.9 544.83 3.000 789.3 1,816.5 741.26 3.000 4,039.4 2,299.4 700.01 3.000 4,828.7

2008-IV ..... 481.0 547.02 3.000 789.4 1,814.0 743.64 3.000 4,046.8 2,295.0 702.43 3.000 4,836.3

2009-I........ 481.2 567.26 3.000 818.9 1,825.7 772.49 3.000 4,231.0 2,306.9 729.68 3.000 5,050.0

2009-II....... 488.3 568.78 3.000 833.1 1,841.1 775.55 3.000 4,283.5 2,329.3 732.21 3.000 5,116.6

2009-III ..... 480.9 571.06 3.000 823.8 1,795.2 775.37 3.000 4,175.9 2,276.1 732.20 3.000 4,999.7

2009-IV ..... 478.9 573.48 3.000 824.0 1,792.7 777.82 3.000 4,183.1 2,271.6 734.74 3.000 5,007.1

2010-I........ 479.1 594.63 3.000 854.6 1,804.4 807.96 3.000 4,373.7 2,283.5 763.21 3.000 5,228.3

2010-II....... 486.0 595.75 3.000 868.7 1,819.9 811.12 3.000 4,428.5 2,306.0 765.73 3.000 5,297.2

2010-III ..... 478.7 597.68 3.000 858.3 1,774.5 810.87 3.000 4,316.7 2,253.2 765.58 3.000 5,175.0

2010-IV ..... 476.7 599.76 3.000 857.8 1,772.2 813.39 3.000 4,324.5 2,249.0 768.10 3.000 5,182.3
Benefit Payments

200

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E19.—Current-Payment Benefits to Aged Widows and Widowers of Deceased Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Aged widows of deceased workers Aged widowers of deceased workers

Total aged widows and widowers 

of deceased workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 3,718.8 $185.55 12.004 $8,282.8 3.1 $171.02 11.974 $6.3 3,721.9 $185.54 12.004 $8,289.1

1976 ........... 3,820.2 201.34 11.997 9,227.6 3.1 185.23 11.963 6.8 3,823.3 201.32 11.997 9,234.5

1977 ........... 3,915.5 216.52 12.009 10,180.9 4.2 188.21 15.731 12.4 3,919.7 216.49 12.012 10,193.3

1978 ........... 4,005.8 232.67 12.026 11,208.0 13.9 181.37 11.842 29.8 4,019.6 232.49 12.025 11,237.8

1979 ........... 4,114.5 255.98 12.004 12,643.3 16.6 198.66 11.962 39.4 4,131.1 255.75 12.004 12,682.7

1980 ........... 4,207.2 290.45 12.015 14,682.2 19.1 224.29 11.968 51.3 4,226.3 290.15 12.015 14,733.6

1981 ........... 4,299.9 330.52 12.019 17,081.0 21.4 253.07 12.002 65.0 4,321.4 330.14 12.019 17,146.0

1982 ........... 4,398.0 364.51 12.012 19,256.9 23.7 276.69 12.008 78.8 4,421.7 364.04 12.012 19,335.7

1983 ........... 4,494.1 381.31 12.010 20,581.0 26.6 285.66 11.944 90.7 4,520.7 380.74 12.010 20,671.6

1984 ........... 4,585.7 399.44 12.013 22,004.8 28.5 296.11 12.012 101.3 4,614.2 398.80 12.013 22,106.1

1985 ........... 4,666.8 418.29 12.020 23,463.5 29.5 307.16 12.049 109.3 4,696.3 417.59 12.020 23,572.8

1986 ........... 4,740.2 436.52 12.020 24,872.5 30.5 319.87 12.180 119.0 4,770.7 435.77 12.021 24,991.5

1987 ........... 4,806.8 447.31 12.013 25,830.6 32.4 326.37 12.001 126.8 4,839.2 446.50 12.013 25,957.4

1988 ........... 4,856.2 471.51 12.008 27,494.0 32.6 343.53 12.019 134.8 4,888.8 470.65 12.008 27,628.7

1989 ........... 4,899.2 496.05 12.004 29,171.8 33.0 361.93 12.009 143.3 4,932.1 495.15 12.004 29,315.1

1990 ........... 4,944.9 525.53 12.001 31,186.7 33.6 384.15 12.010 155.1 4,978.5 524.57 12.001 31,341.7

1991 ........... 4,982.6 560.23 11.999 33,493.1 34.6 410.07 11.984 170.2 5,017.2 559.20 11.999 33,663.2

1992 ........... 5,013.3 587.48 11.997 35,333.8 35.8 429.14 11.977 184.0 5,049.1 586.36 11.997 35,517.8

1993 ........... 5,025.7 611.94 12.006 36,921.9 37.0 446.70 11.971 197.9 5,062.7 610.74 12.005 37,119.8

1994 ........... 5,023.0 634.92 12.005 38,286.3 37.4 464.46 12.008 208.7 5,060.4 633.66 12.005 38,495.0

1995 ........... 5,012.5 659.90 12.006 39,712.8 37.5 484.47 12.016 218.2 5,050.0 658.59 12.006 39,931.0

1996 ........... 4,988.7 684.47 12.007 41,000.6 37.7 502.64 11.999 227.3 5,026.4 683.11 12.007 41,227.9

1997 ........... 4,963.0 712.11 11.906 42,078.7 37.9 522.77 11.781 233.6 5,000.9 710.67 11.906 42,312.3

1998 ........... 4,778.3 736.33 12.007 42,244.2 35.8 537.81 11.986 231.0 4,814.2 734.85 12.006 42,475.2

1999 ........... 4,716.6 753.86 12.009 42,699.2 36.0 553.29 11.960 238.0 4,752.5 752.35 12.009 42,937.2

2000 ........... 4,678.2 779.98 11.994 43,765.7 36.4 578.07 11.970 251.5 4,714.6 778.43 11.994 44,017.2

2001-I......... 4,646.8 812.37 3.000 11,324.8 36.8 607.27 3.000 67.0 4,683.6 810.76 3.000 11,391.9

2001-II ....... 4,644.3 814.37 3.000 11,346.6 36.8 609.31 3.000 67.3 4,681.1 812.76 3.000 11,413.9

2001-III...... 4,652.8 816.38 3.000 11,395.2 37.0 610.73 3.000 67.8 4,689.7 814.76 3.000 11,463.0

2001-IV...... 4,650.7 818.38 3.000 11,418.1 37.1 612.15 3.000 68.2 4,687.8 816.75 3.000 11,486.3

2002-I......... 4,629.1 843.37 3.000 11,712.1 37.1 630.46 3.000 70.2 4,666.2 841.68 3.000 11,782.3

2002-II ....... 4,628.9 845.47 3.000 11,740.6 37.3 633.54 3.000 70.9 4,666.2 843.77 3.000 11,811.5

2002-III...... 4,639.5 847.56 3.000 11,796.9 37.7 635.99 3.000 71.9 4,677.2 845.86 3.000 11,868.7

2002-IV...... 4,639.6 849.66 3.000 11,826.3 37.9 638.44 3.000 72.6 4,677.5 847.95 3.000 11,899.0

2003-I......... 4,619.2 876.45 3.000 12,145.5 38.0 658.78 3.000 75.1 4,657.2 874.67 3.000 12,220.6

2003-II ....... 4,618.1 878.56 3.000 12,171.8 38.2 661.86 3.000 75.9 4,656.3 876.79 3.000 12,247.7

2003-III...... 4,627.8 880.68 3.000 12,226.8 38.6 664.27 3.000 76.9 4,666.4 878.89 3.000 12,303.8

2003-IV...... 4,626.9 882.80 3.000 12,253.8 38.9 666.68 3.000 77.8 4,665.8 881.00 3.000 12,331.6

2004-I......... 4,606.1 911.49 3.000 12,595.3 39.0 688.44 3.000 80.5 4,645.1 909.62 3.000 12,675.8

2004-II ....... 4,605.8 913.75 3.000 12,625.5 39.2 691.51 3.000 81.3 4,644.9 911.87 3.000 12,706.8

2004-III...... 4,616.2 916.01 3.000 12,685.5 39.5 693.89 3.000 82.3 4,655.7 914.12 3.000 12,767.7

2004-IV...... 4,616.0 918.26 3.000 12,716.2 39.8 696.27 3.000 83.1 4,655.8 916.37 3.000 12,799.3

2005-I......... 4,595.7 949.07 3.000 13,084.9 39.8 719.57 3.000 85.9 4,635.5 947.10 3.000 13,170.8

2005-II ....... 4,594.9 951.44 3.000 13,115.4 39.9 722.71 3.000 86.6 4,634.9 949.47 3.000 13,202.0

2005-III...... 4,605.0 953.81 3.000 13,176.7 40.2 725.12 3.000 87.5 4,645.2 951.83 3.000 13,264.2

2005-IV...... 4,604.3 956.17 3.000 13,207.5 40.4 727.54 3.000 88.2 4,644.7 954.18 3.000 13,295.7

2006-I......... 4,584.5 989.24 3.000 13,605.6 40.4 752.59 3.000 91.3 4,624.9 987.17 3.000 13,696.8

2006-II ....... 4,586.3 991.77 3.000 13,645.5 40.7 755.92 3.000 92.3 4,627.0 989.69 3.000 13,737.8

2006-III...... 4,598.7 994.29 3.000 13,717.4 41.1 758.49 3.000 93.5 4,639.8 992.20 3.000 13,810.9

2006-IV...... 4,600.4 996.82 3.000 13,757.2 41.4 761.07 3.000 94.6 4,641.8 994.71 3.000 13,851.8

2007-I......... 4,583.4 1,032.39 3.000 14,195.7 41.6 788.15 3.000 98.3 4,625.0 1,030.19 3.000 14,294.0

2007-II ....... 4,589.0 1,035.20 3.000 14,251.6 42.0 791.89 3.000 99.9 4,631.1 1,032.99 3.000 14,351.5

2007-III...... 4,605.3 1,038.01 3.000 14,340.9 42.6 794.84 3.000 101.6 4,647.9 1,035.78 3.000 14,442.5

2007-IV...... 4,610.6 1,040.82 3.000 14,396.3 43.1 797.79 3.000 103.2 4,653.7 1,038.57 3.000 14,499.5

2008-I......... 4,596.5 1,078.11 3.000 14,866.6 43.4 826.34 3.000 107.5 4,639.9 1,075.76 3.000 14,974.1

2008-II ....... 4,603.6 1,081.13 3.000 14,931.4 43.8 830.23 3.000 109.0 4,647.4 1,078.77 3.000 15,040.4

2008-III...... 4,621.4 1,084.16 3.000 15,030.9 44.3 833.29 3.000 110.8 4,665.7 1,081.77 3.000 15,141.8

2008-IV...... 4,628.2 1,087.18 3.000 15,095.0 44.8 836.35 3.000 112.4 4,672.9 1,084.78 3.000 15,207.3

2009-I......... 4,615.3 1,126.22 3.000 15,593.7 45.0 866.25 3.000 116.9 4,660.3 1,123.71 3.000 15,710.6

2009-II ....... 4,623.4 1,129.47 3.000 15,666.1 45.4 870.32 3.000 118.4 4,668.8 1,126.95 3.000 15,784.5

2009-III...... 4,642.3 1,132.71 3.000 15,775.1 45.9 873.51 3.000 120.3 4,688.2 1,130.18 3.000 15,895.3

2009-IV...... 4,650.0 1,135.96 3.000 15,846.7 46.3 876.71 3.000 121.8 4,696.3 1,133.40 3.000 15,968.5

2010-I......... 4,637.3 1,176.81 3.000 16,371.6 46.5 908.05 3.000 126.7 4,683.8 1,174.15 3.000 16,498.2

2010-II ....... 4,644.0 1,180.22 3.000 16,442.6 46.9 912.32 3.000 128.4 4,690.9 1,177.54 3.000 16,571.0

2010-III...... 4,661.4 1,183.62 3.000 16,551.9 47.5 915.69 3.000 130.4 4,708.9 1,180.92 3.000 16,682.4

2010-IV...... 4,667.7 1,187.02 3.000 16,621.9 47.9 919.05 3.000 132.2 4,715.6 1,184.30 3.000 16,754.0
201

OASI Dollars

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E20.—Current-Payment Benefits to Mother and Father Beneficiaries

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Mother beneficiaries Father beneficiaries1 Total mother and father beneficiaries

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 568.4 $140.14 12.075 $961.9 (2) $47.78 (3) $0.8 568.4 $140.14 12.085 $962.7

1976........... 570.2 153.26 12.062 1,054.1 5.9 90.76 11.447 6.1 576.1 152.62 12.058 1,060.2

1977........... 564.2 166.61 12.088 1,136.2 8.6 97.67 12.009 10.1 572.8 165.57 12.087 1,146.3

1978........... 557.6 182.23 12.127 1,232.3 11.6 105.98 11.910 14.6 569.2 180.68 12.125 1,246.9

1979........... 553.1 202.63 12.103 1,356.3 13.4 117.13 11.941 18.8 566.5 200.60 12.101 1,375.1

1980........... 544.8 230.41 12.099 1,518.6 15.5 132.07 11.865 24.4 560.3 227.68 12.095 1,543.0

1981........... 532.0 263.45 12.084 1,693.6 16.7 150.43 11.945 30.0 548.7 260.01 12.081 1,723.7

1982........... 503.1 294.36 12.147 1,798.9 17.3 166.56 12.207 35.2 520.4 290.10 12.149 1,834.1

1983........... 475.6 306.77 11.618 1,695.0 18.6 172.28 11.828 37.9 494.2 301.71 11.623 1,732.9

1984........... 369.8 313.76 12.125 1,406.8 17.5 178.54 11.982 37.4 387.3 307.65 12.121 1,444.2

1985........... 354.1 326.95 12.144 1,406.0 17.2 187.09 12.083 38.9 371.3 320.47 12.142 1,445.0

1986........... 339.5 337.72 12.138 1,391.7 17.3 196.31 11.810 40.0 356.8 330.88 12.129 1,431.7

1987........... 317.1 342.58 12.208 1,326.2 14.9 204.53 12.239 37.4 332.1 336.37 12.208 1,363.7

1988........... 306.8 357.11 12.039 1,319.1 15.2 216.95 11.915 39.4 322.1 350.48 12.035 1,358.5

1989........... 296.8 372.32 12.017 1,328.0 15.3 230.50 11.944 42.0 312.1 365.38 12.015 1,370.0

1990........... 289.1 390.96 12.037 1,360.6 15.6 246.06 11.950 45.8 304.7 383.55 12.034 1,406.4

1991........... 283.7 412.53 12.020 1,407.0 16.0 264.09 11.935 50.3 299.7 404.63 12.017 1,457.2

1992........... 279.8 427.60 11.991 1,434.4 16.7 281.08 11.651 54.8 296.5 419.33 11.978 1,489.2

1993........... 272.6 439.91 12.051 1,445.1 15.7 300.36 12.078 57.0 288.3 432.31 12.052 1,502.1

1994........... 266.2 452.90 11.983 1,444.6 15.3 317.13 11.998 58.2 281.5 445.53 11.983 1,502.8

1995........... 261.0 467.12 12.034 1,466.9 15.2 334.61 12.044 61.4 276.2 459.81 12.034 1,528.4

1996........... 229.6 497.95 12.191 1,393.9 10.9 391.18 12.414 53.0 240.5 493.10 12.199 1,447.0

1997........... 220.2 518.05 11.968 1,365.0 10.3 417.09 11.952 51.4 230.5 513.53 11.967 1,416.4

1998........... 209.0 534.64 11.973 1,338.1 9.9 436.02 11.944 51.3 218.9 530.20 11.972 1,389.4

1999........... 200.1 548.10 11.963 1,312.1 9.5 451.78 11.953 51.4 209.6 543.73 11.963 1,363.5

2000........... 190.6 569.90 11.958 1,298.6 9.3 473.17 11.945 52.6 199.9 565.40 11.957 1,351.1

2001-I........ 189.4 593.69 3.000 337.4 9.7 499.12 3.000 14.5 199.1 589.10 3.000 351.9

2001-II....... 184.7 590.34 3.000 327.0 9.4 496.89 3.000 14.0 194.1 585.81 3.000 341.0

2001-III ..... 184.4 598.44 3.000 331.0 9.3 504.79 3.000 14.1 193.7 593.92 3.000 345.2

2001-IV ..... 186.6 604.75 3.000 338.5 9.6 511.21 3.000 14.7 196.2 600.18 3.000 353.2

2002-I........ 183.5 618.87 3.000 340.7 9.5 524.73 3.000 15.0 193.1 614.22 3.000 355.7

2002-II....... 179.0 615.49 3.000 330.5 9.3 522.24 3.000 14.5 188.2 610.90 3.000 345.0

2002-III ..... 178.8 624.05 3.000 334.7 9.2 530.40 3.000 14.6 188.0 619.46 3.000 349.4

2002-IV ..... 181.0 630.75 3.000 342.5 9.5 537.00 3.000 15.2 190.5 626.10 3.000 357.8

2003-I........ 178.2 646.23 3.000 345.4 9.4 551.60 3.000 15.6 187.6 641.49 3.000 361.0

2003-II....... 173.9 642.85 3.000 335.4 9.1 548.89 3.000 15.1 183.1 638.16 3.000 350.5

2003-III ..... 173.9 651.93 3.000 340.2 9.1 557.37 3.000 15.2 183.0 647.24 3.000 355.4

2003-IV ..... 176.3 659.08 3.000 348.5 9.3 564.22 3.000 15.8 185.6 654.32 3.000 364.3

2004-I........ 173.6 676.06 3.000 352.2 9.3 580.05 3.000 16.1 182.9 671.19 3.000 368.3

2004-II....... 169.6 672.64 3.000 342.2 9.0 577.16 3.000 15.6 178.6 667.82 3.000 357.8

2004-III ..... 169.7 682.27 3.000 347.3 9.0 586.04 3.000 15.7 178.6 677.45 3.000 363.1

2004-IV ..... 172.1 689.88 3.000 356.1 9.2 593.19 3.000 16.4 181.3 684.97 3.000 372.5

2005-I........ 169.6 708.45 3.000 360.4 9.1 610.38 3.000 16.7 178.7 703.43 3.000 377.2

2005-II....... 165.7 704.98 3.000 350.4 8.9 607.30 3.000 16.2 174.6 700.00 3.000 366.6

2005-III ..... 165.9 715.18 3.000 355.8 8.8 616.60 3.000 16.3 174.7 710.20 3.000 372.2

2005-IV ..... 168.2 723.26 3.000 365.0 9.1 624.09 3.000 17.0 177.3 718.19 3.000 382.0

2006-I........ 165.9 743.53 3.000 370.0 9.0 642.72 3.000 17.4 174.9 738.34 3.000 387.3

2006-II....... 162.1 739.88 3.000 359.8 8.8 639.30 3.000 16.8 170.9 734.72 3.000 376.6

2006-III ..... 162.3 750.58 3.000 365.5 8.7 648.93 3.000 16.9 171.0 745.41 3.000 382.4

2006-IV ..... 164.7 759.05 3.000 375.0 8.9 656.63 3.000 17.6 173.6 753.78 3.000 392.6

2007-I........ 162.4 781.06 3.000 380.5 8.9 676.71 3.000 18.0 171.3 775.65 3.000 398.6

2007-II....... 158.8 777.16 3.000 370.2 8.6 672.94 3.000 17.4 167.4 771.78 3.000 387.6

2007-III ..... 159.0 788.34 3.000 376.1 8.6 682.88 3.000 17.5 167.6 782.94 3.000 393.6

2007-IV ..... 161.4 797.18 3.000 386.0 8.8 690.81 3.000 18.2 170.2 791.68 3.000 404.2

2008-I........ 159.2 820.22 3.000 391.8 8.7 711.76 3.000 18.7 168.0 814.57 3.000 410.5

2008-II....... 155.7 816.05 3.000 381.1 8.5 707.63 3.000 18.1 164.2 810.43 3.000 399.2

2008-III ..... 156.0 827.70 3.000 387.3 8.4 717.93 3.000 18.2 164.4 822.07 3.000 405.5

2008-IV ..... 158.3 836.91 3.000 397.6 8.7 726.12 3.000 18.9 167.0 831.16 3.000 416.4

2009-I........ 156.2 861.01 3.000 403.5 8.6 747.98 3.000 19.3 164.8 855.11 3.000 422.9

2009-II....... 152.7 856.54 3.000 392.5 8.4 743.50 3.000 18.7 161.1 850.67 3.000 411.2

2009-III ..... 153.0 868.68 3.000 398.7 8.3 754.19 3.000 18.8 161.3 862.79 3.000 417.5

2009-IV ..... 155.3 878.25 3.000 409.2 8.5 762.64 3.000 19.5 163.8 872.23 3.000 428.7

2010-I........ 153.2 903.46 3.000 415.3 8.5 785.46 3.000 20.0 161.7 897.27 3.000 435.3

2010-II....... 149.9 898.69 3.000 404.0 8.2 780.64 3.000 19.3 158.1 892.53 3.000 423.3

2010-III ..... 150.2 911.35 3.000 410.5 8.2 791.74 3.000 19.4 158.3 905.17 3.000 430.0

2010-IV ..... 152.5 921.31 3.000 421.4 8.4 800.50 3.000 20.2 160.9 915.00 3.000 441.6

1 This benefit was not payable until March 19, 1975. 2 Fewer than 50. 3 This rate is not meaningful for this year because the number in current-payment status at midpoint of the year is not representative of the number in current-payment status during

the year.
Benefit Payments

202

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E21.—Current-Payment Benefits to Parents of Deceased Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Male parents of deceased workers Female parents of deceased workers Total parents of deceased workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975 ........... 1.0 $145.54 12.112 $1.7 21.2 $165.43 12.036 $42.1 22.1 $164.55 12.039 $43.9

1976 ........... .9 159.31 12.047 1.8 19.7 179.21 12.044 42.5 20.6 178.33 12.044 44.2

1977 ........... .9 173.06 11.954 1.8 18.2 192.49 12.055 42.3 19.1 191.60 12.051 44.1

1978 ........... .8 185.20 12.067 1.8 16.9 206.78 12.051 42.2 17.7 205.79 12.052 44.0

1979 ........... .8 203.51 12.073 1.9 15.8 227.20 12.028 43.3 16.6 226.10 12.029 45.1

1980 ........... .7 231.42 12.109 2.0 14.6 258.41 12.053 45.6 15.3 257.17 12.055 47.5

1981 ........... .7 265.10 12.079 2.1 13.5 294.47 12.051 47.9 14.1 293.12 12.052 50.0

1982 ........... .6 294.19 12.046 2.2 12.4 324.66 12.037 48.6 13.0 323.22 12.037 50.7

1983 ........... .6 308.14 12.081 2.2 11.3 337.92 12.037 46.1 11.9 336.46 12.039 48.3

1984 ........... .6 322.59 12.049 2.2 10.3 352.09 12.062 43.9 10.9 350.58 12.062 46.1

1985 ........... .5 338.25 12.159 2.2 9.4 366.90 12.074 41.7 9.9 365.39 12.078 43.8

1986 ........... .5 353.71 11.988 2.2 8.5 381.49 12.089 39.4 9.1 379.92 12.083 41.6

1987 ........... .5 365.08 11.999 2.2 7.7 390.17 12.083 36.5 8.2 388.66 12.078 38.7

1988 ........... .5 390.02 11.965 2.2 7.0 410.84 12.077 34.9 7.5 409.55 12.070 37.0

1989 ........... .4 417.49 12.141 2.1 6.3 431.75 12.097 33.1 6.8 430.86 12.099 35.2

1990 ........... .4 443.86 11.956 2.2 5.8 456.07 12.037 31.7 6.2 455.25 12.032 33.9

1991 ........... .4 477.58 12.061 2.2 5.3 485.85 12.097 30.9 5.6 485.28 12.095 33.1

1992 ........... .4 503.54 12.023 2.3 4.8 509.38 12.060 29.8 5.2 508.94 12.057 32.1

1993 ........... .4 518.21 12.063 2.4 4.5 530.49 12.087 28.6 4.8 529.53 12.085 30.9

1994 ........... .4 539.84 11.887 2.4 4.1 551.36 12.044 27.3 4.5 550.40 12.031 29.7

1995 ........... .4 561.71 12.255 2.4 3.8 573.44 12.062 26.1 4.1 572.43 12.078 28.5

1996 ........... .3 575.37 12.051 2.4 3.5 594.74 12.037 24.8 3.8 592.97 12.038 27.2

1997 ........... .3 603.13 11.990 2.4 3.2 618.93 12.052 23.8 3.5 617.46 12.047 26.2

1998 ........... .3 616.93 12.249 2.2 3.0 641.13 12.008 23.1 3.3 638.98 12.029 25.2

1999 ........... .3 623.39 12.042 2.1 2.8 657.36 12.094 21.9 3.0 654.21 12.089 24.0

2000 ........... .3 644.61 12.135 2.1 2.6 680.37 12.026 20.9 2.8 677.01 12.036 23.0

2001-I......... .3 671.90 3.000 .5 2.5 707.88 3.000 5.2 2.7 704.39 3.000 5.8

2001-II ....... .3 673.50 3.000 .5 2.4 708.62 3.000 5.1 2.7 705.17 3.000 5.7

2001-III...... .3 671.72 3.000 .5 2.4 710.77 3.000 5.1 2.6 706.90 3.000 5.6

2001-IV...... .3 676.68 3.000 .5 2.3 712.93 3.000 5.0 2.6 709.29 3.000 5.5

2002-I......... .3 700.41 3.000 .5 2.3 733.64 3.000 5.0 2.5 730.25 3.000 5.6

2002-II ....... .3 703.12 3.000 .5 2.2 734.38 3.000 4.9 2.5 731.14 3.000 5.5

2002-III...... .3 702.29 3.000 .5 2.2 736.58 3.000 4.9 2.5 733.00 3.000 5.4

2002-IV...... .3 708.52 3.000 .5 2.2 738.79 3.000 4.8 2.4 735.59 3.000 5.3

2003-I......... .3 734.75 3.000 .6 2.1 760.99 3.000 4.8 2.4 758.17 3.000 5.4

2003-II ....... .3 737.46 3.000 .6 2.1 761.78 3.000 4.7 2.3 759.13 3.000 5.3

2003-III...... .3 736.47 3.000 .6 2.0 764.09 3.000 4.7 2.3 761.05 3.000 5.2

2003-IV...... .3 742.87 3.000 .6 2.0 766.41 3.000 4.6 2.3 763.79 3.000 5.2

2004-I......... .2 771.08 3.000 .6 2.0 790.26 3.000 4.6 2.2 788.10 3.000 5.2

2004-II ....... .2 774.08 3.000 .6 1.9 791.22 3.000 4.6 2.2 789.26 3.000 5.1

2004-III...... .2 773.18 3.000 .6 1.9 793.76 3.000 4.5 2.1 791.38 3.000 5.1

2004-IV...... .2 780.04 3.000 .6 1.9 796.30 3.000 4.4 2.1 794.40 3.000 5.0

2005-I......... .2 810.51 3.000 .6 1.8 822.03 3.000 4.5 2.1 820.67 3.000 5.1

2005-II ....... .2 813.57 3.000 .6 1.8 823.17 3.000 4.4 2.0 822.02 3.000 5.0

2005-III...... .2 812.53 3.000 .6 1.8 825.97 3.000 4.4 2.0 824.35 3.000 5.0

2005-IV...... .2 819.65 3.000 .6 1.7 828.77 3.000 4.3 2.0 827.65 3.000 4.9

2006-I......... .2 852.38 3.000 .6 1.7 856.53 3.000 4.4 1.9 856.02 3.000 5.0

2006-II ....... .2 855.41 3.000 .6 1.7 857.91 3.000 4.3 1.9 857.59 3.000 4.9

2006-III...... .2 854.15 3.000 .6 1.7 861.00 3.000 4.3 1.9 860.13 3.000 4.9

2006-IV...... .2 861.46 3.000 .6 1.6 864.09 3.000 4.2 1.9 863.76 3.000 4.8

2007-I......... .2 896.66 3.000 .6 1.6 894.09 3.000 4.3 1.8 894.42 3.000 4.9

2007-II ....... .2 900.01 3.000 .6 1.6 895.70 3.000 4.2 1.8 896.26 3.000 4.9

2007-III...... .2 898.84 3.000 .6 1.6 899.11 3.000 4.2 1.8 899.08 3.000 4.8

2007-IV...... .2 906.70 3.000 .6 1.5 902.53 3.000 4.2 1.8 903.08 3.000 4.8

2008-I......... .2 943.75 3.000 .7 1.5 934.05 3.000 4.2 1.7 935.35 3.000 4.9

2008-II ....... .2 946.96 3.000 .7 1.5 935.95 3.000 4.2 1.7 937.43 3.000 4.8

2008-III...... .2 945.42 3.000 .7 1.5 939.72 3.000 4.2 1.7 940.49 3.000 4.8

2008-IV...... .2 953.37 3.000 .7 1.5 943.49 3.000 4.1 1.7 944.84 3.000 4.8

2009-I......... .2 992.13 3.000 .7 1.4 976.62 3.000 4.2 1.7 978.76 3.000 4.9

2009-II ....... .2 995.55 3.000 .7 1.4 978.69 3.000 4.2 1.6 981.04 3.000 4.8

2009-III...... .2 993.97 3.000 .7 1.4 982.72 3.000 4.1 1.6 984.30 3.000 4.8

2009-IV...... .2 1,002.37 3.000 .7 1.4 986.76 3.000 4.1 1.6 988.96 3.000 4.8

2010-I......... .2 1,043.17 3.000 .7 1.4 1,021.53 3.000 4.2 1.6 1,024.61 3.000 4.9

2010-II ....... .2 1,046.83 3.000 .7 1.4 1,023.88 3.000 4.2 1.6 1,027.17 3.000 4.9

2010-III...... .2 1,045.23 3.000 .7 1.3 1,028.27 3.000 4.2 1.6 1,030.71 3.000 4.9

2010-IV...... .2 1,054.12 3.000 .7 1.3 1,032.67 3.000 4.1 1.6 1,035.78 3.000 4.8
OASI Dollars

203

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E22.—Current-Payment Benefits to Disabled Widows and Widowers of Deceased Workers

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar

period

Disabled widows of deceased workers Disabled widowers of deceased workers

Total disabled widows and widowers 

of deceased workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1975........... 100.7 $131.94 11.919 $158.3 0.2 $122.99 11.849 $0.3 100.9 $131.92 11.919 $158.6

1976........... 113.6 142.24 12.045 194.6 .2 130.38 11.876 .3 113.8 142.21 12.045 195.0

1977........... 121.9 151.58 11.991 221.6 .2 135.08 13.451 .4 122.1 151.55 11.994 222.0

1978........... 127.3 160.77 12.006 245.7 .6 131.19 11.858 .9 127.8 160.64 12.006 246.6

1979........... 128.5 173.21 11.986 266.7 .8 131.57 11.928 1.2 129.2 172.97 11.985 267.9

1980........... 127.0 193.14 12.004 294.4 .9 138.91 11.748 1.4 127.9 192.77 12.003 295.8

1981........... 123.3 216.31 12.016 320.4 1.0 151.86 11.845 1.8 124.2 215.80 12.015 322.1

1982........... 117.1 236.32 11.996 332.1 1.0 163.01 11.945 2.0 118.2 235.69 11.995 334.0

1983........... 110.0 242.20 12.052 321.0 1.0 161.74 11.970 2.0 111.0 241.46 12.052 323.0

1984........... 107.0 284.42 12.032 366.3 1.1 180.33 11.945 2.3 108.1 283.37 12.032 368.6

1985........... 105.3 307.41 12.014 389.1 1.1 187.61 12.111 2.6 106.5 306.14 12.015 391.6

1986........... 104.9 317.02 11.976 398.1 1.2 192.64 12.169 2.9 106.1 315.57 11.978 401.0

1987........... 104.1 321.83 12.007 402.4 1.4 196.15 11.916 3.3 105.5 320.17 12.006 405.6

1988........... 102.7 336.14 12.011 414.6 1.4 203.36 12.004 3.5 104.1 334.33 12.011 418.0

1989........... 100.5 351.19 12.024 424.5 1.5 211.85 11.984 3.7 102.0 349.20 12.024 428.2

1990........... 99.6 369.89 12.010 442.3 1.5 224.08 12.027 4.0 101.1 367.72 12.010 446.3

1991........... 104.7 392.80 11.962 492.0 1.7 244.83 11.898 5.0 106.4 390.43 11.961 496.9

1992........... 121.3 411.06 11.918 594.0 2.1 262.49 11.880 6.5 123.3 408.53 11.918 600.6

1993........... 136.8 425.51 11.942 695.4 2.5 275.38 11.952 8.2 139.3 422.82 11.942 703.6

1994........... 150.8 436.64 11.969 788.2 2.9 289.23 11.926 10.1 153.8 433.82 11.969 798.3

1995........... 163.7 449.48 11.960 880.2 3.4 299.34 11.907 12.0 167.1 446.46 11.959 892.2

1996........... 174.4 461.14 11.955 961.4 3.8 308.30 11.919 13.8 178.2 457.92 11.954 975.2

1997........... 181.4 474.02 11.964 1,028.5 4.0 319.78 11.948 15.4 185.4 470.68 11.963 1,043.9

1998........... 187.3 484.09 11.968 1,085.1 4.4 326.98 11.949 17.1 191.6 480.51 11.968 1,102.1

1999........... 192.0 491.30 11.980 1,130.2 4.7 332.75 11.978 18.8 196.7 487.51 11.980 1,149.0

2000........... 195.3 504.67 11.988 1,181.3 5.0 344.23 11.980 20.8 200.3 500.64 11.988 1,202.1

2001-I........ 196.6 523.91 3.000 309.0 5.2 361.31 3.000 5.6 201.8 519.72 3.000 314.6

2001-II....... 198.3 524.23 3.000 311.8 5.3 361.54 3.000 5.7 203.5 520.02 3.000 317.5

2001-III ..... 200.3 524.55 3.000 315.2 5.4 360.68 3.000 5.9 205.7 520.22 3.000 321.1

2001-IV ..... 202.0 524.87 3.000 318.1 5.6 361.63 3.000 6.1 207.6 520.47 3.000 324.2

2002-I........ 202.9 540.16 3.000 328.8 5.7 372.75 3.000 6.3 208.5 535.62 3.000 335.1

2002-II....... 204.2 541.28 3.000 331.5 5.7 374.14 3.000 6.4 209.9 536.72 3.000 338.0

2002-III ..... 205.8 542.40 3.000 334.9 5.9 374.41 3.000 6.6 211.7 537.70 3.000 341.6

2002-IV ..... 207.1 543.51 3.000 337.8 6.1 376.55 3.000 6.9 213.2 538.75 3.000 344.6

2003-I........ 207.7 560.52 3.000 349.2 6.1 389.29 3.000 7.2 213.8 555.60 3.000 356.4

2003-II....... 209.0 561.94 3.000 352.3 6.2 390.72 3.000 7.3 215.2 556.99 3.000 359.6

2003-III ..... 210.6 563.37 3.000 355.9 6.4 390.98 3.000 7.5 217.0 558.26 3.000 363.4

2003-IV ..... 211.9 564.80 3.000 359.0 6.6 393.20 3.000 7.8 218.5 559.60 3.000 366.8

2004-I........ 212.4 583.32 3.000 371.7 6.7 406.91 3.000 8.2 219.1 577.94 3.000 379.9

2004-II....... 213.8 585.12 3.000 375.4 6.8 408.51 3.000 8.3 220.6 579.69 3.000 383.7

2004-III ..... 215.7 586.92 3.000 379.7 7.0 408.87 3.000 8.6 222.7 581.31 3.000 388.3

2004-IV ..... 217.2 588.72 3.000 383.7 7.2 411.28 3.000 8.9 224.5 583.01 3.000 392.6

2005-I........ 217.9 608.90 3.000 398.1 7.3 426.13 3.000 9.3 225.2 602.97 3.000 407.4

2005-II....... 219.2 610.97 3.000 401.9 7.4 427.86 3.000 9.5 226.7 604.98 3.000 411.4

2005-III ..... 221.0 613.05 3.000 406.4 7.7 428.31 3.000 9.9 228.7 606.84 3.000 416.3

2005-IV ..... 222.5 615.12 3.000 410.6 7.9 430.90 3.000 10.2 230.4 608.79 3.000 420.8

2006-I........ 223.1 637.00 3.000 426.3 8.0 446.93 3.000 10.7 231.1 630.41 3.000 437.0

2006-II....... 224.2 639.29 3.000 430.0 8.1 448.77 3.000 10.9 232.4 632.63 3.000 441.0

2006-III ..... 225.8 641.59 3.000 434.7 8.4 449.25 3.000 11.3 234.2 634.69 3.000 446.0

2006-IV ..... 227.2 643.89 3.000 438.9 8.7 451.98 3.000 11.7 235.9 636.84 3.000 450.6

2007-I........ 227.5 667.53 3.000 455.6 8.7 469.24 3.000 12.3 236.3 660.20 3.000 467.9

2007-II....... 228.2 669.97 3.000 458.6 8.8 471.06 3.000 12.5 237.0 662.57 3.000 471.1

2007-III ..... 229.3 672.41 3.000 462.6 9.1 471.46 3.000 12.8 238.4 664.77 3.000 475.4

2007-IV ..... 230.2 674.85 3.000 466.0 9.2 474.22 3.000 13.1 239.4 667.12 3.000 479.1

2008-I........ 230.1 699.67 3.000 483.0 9.2 492.22 3.000 13.6 239.3 691.69 3.000 496.6

2008-II....... 230.7 702.28 3.000 486.1 9.2 494.03 3.000 13.7 239.9 694.27 3.000 499.8

2008-III ..... 231.8 704.88 3.000 490.1 9.4 494.35 3.000 14.0 241.2 696.66 3.000 504.1

2008-IV ..... 232.6 707.49 3.000 493.6 9.6 497.15 3.000 14.3 242.2 699.17 3.000 507.9

2009-I........ 232.4 733.55 3.000 511.4 9.5 515.93 3.000 14.8 241.9 724.96 3.000 526.2

2009-II....... 232.8 736.31 3.000 514.2 9.5 517.79 3.000 14.8 242.3 727.71 3.000 529.0

2009-III ..... 233.6 739.06 3.000 517.9 9.7 518.08 3.000 15.1 243.3 730.24 3.000 533.0

2009-IV ..... 234.2 741.82 3.000 521.1 9.9 520.98 3.000 15.4 244.0 732.90 3.000 536.5

2010-I........ 233.8 769.17 3.000 539.4 9.8 540.65 3.000 15.9 243.6 759.97 3.000 555.3

2010-II....... 234.0 772.08 3.000 542.1 9.8 542.65 3.000 16.0 243.9 762.85 3.000 558.1

2010-III ..... 234.8 774.99 3.000 545.8 10.0 543.00 3.000 16.3 244.8 765.51 3.000 562.1

2010-IV ..... 235.2 777.90 3.000 548.9 10.2 546.09 3.000 16.6 245.4 768.30 3.000 565.6
Benefit Payments

204

Sources:

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to

number and average benefit in current-payment status at midpoint of period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E23.—Current-Payment Benefits to Special Age-72 Beneficiaries

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar period

In current-payment status 

at midpoint of period

Total current-payment

benefits during period

Number Average benefit Rate Amount

1975 ......................... 248.5 $66.14 12.041 $197.9

1976 ......................... 204.7 70.98 12.039 174.9

1977 ......................... 173.6 75.46 12.013 157.4

1978 ......................... 146.3 80.32 12.026 141.4

1979 ......................... 122.9 87.09 12.010 128.6

1980 ......................... 102.0 97.82 12.011 119.9

1981 ......................... 84.0 110.29 12.026 111.4

1982 ......................... 69.5 120.46 12.008 100.5

1983 ......................... 56.6 124.81 12.038 85.1

1984 ......................... 45.6 129.51 12.045 71.2

1985 ......................... 35.7 134.05 12.081 57.8

1986 ......................... 28.0 138.00 12.068 46.7

1987 ......................... 21.7 139.66 12.081 36.6

1988 ......................... 16.3 145.32 12.108 28.7

1989 ......................... 12.0 151.07 12.107 22.0

1990 ......................... 8.7 158.17 12.105 16.7

1991 ......................... 6.3 166.63 12.116 12.7

1992 ......................... 4.4 172.62 12.089 9.2

1993 ......................... 3.0 177.78 12.133 6.5

1994 ......................... 2.0 182.36 12.223 4.4

1995 ......................... 1.3 187.27 12.129 3.0

1996 ......................... .8 192.03 12.220 1.9

1997 ......................... .5 197.37 12.160 1.2

1998 ......................... .3 201.54 12.104 .8

1999 ......................... .2 203.92 12.145 .5

2000 ......................... .1 210.21 12.356 .3

2001-I ...................... .1 217.22 3.000 .1

2001-II ..................... .1 217.23 3.000 (1)

2001-III.................... .1 217.23 3.000 (1)

2001-IV.................... (2) 217.24 3.000 (1)

2002-I ...................... (2) 223.32 3.000 (1)

2002-II ..................... (2) 223.33 3.000 (1)

2002-III.................... (2) 223.34 3.000 (1)

2002-IV.................... (2) 223.34 0.000 (1)

2003-I ...................... (2) 229.73 0.000 (1)

2003-II ..................... (2) 229.73 0.000 (1)

2003-III.................... (2) 229.74 0.000 (1)

2003-IV.................... (2) 229.74 0.000 (1)

2004-I ...................... (2) 236.63 0.000 (1)

2004-II ..................... (2) 236.63 0.000 (1)

2004-III.................... (2) 236.64 0.000 (1)

2004-IV.................... (2) 236.64 0.000 (1)

2005-I ...................... (2) 243.93 0.000 (1)

2005-II ..................... (2) 243.93 0.000 (1)

2005-III.................... (2) 243.94 0.000 (1)

2005-IV.................... (2) 243.94 0.000 (1)

2006-I ...................... (2) 251.72 0.000 (1)

2006-II ..................... (2) 251.73 0.000 (1)

2006-III.................... (2) 251.73 0.000 (1)

2006-IV.................... (2) 251.74 0.000 (1)

2007-I ...................... (2) 260.02 0.000 (1)

2007-II ..................... (2) 260.03 0.000 (1)

2007-III.................... (2) 260.03 0.000 (1)

2007-IV.................... (2) 260.04 0.000 (1)

2008-I ...................... (2) 268.62 0.000 (1)

2008-II ..................... (2) 268.62 0.000 (1)

2008-III.................... (2) 268.63 0.000 (1)

2008-IV.................... (2) 268.63 0.000 (1)

2009-I ...................... (2) 277.42 0.000 (1)

2009-II ..................... (2) 277.42 0.000 (1)

2009-III.................... (2) 277.43 0.000 (1)

2009-IV.................... (2) 277.43 0.000 (1)

2010-I ...................... (2) 286.51 0.000 (1)

2010-II ..................... (2) 286.52 0.000 (1)

2010-III.................... (2) 286.52 0.000 (1)

2010-IV.................... (2) 286.53 0.000 (1)

1 Less than $50,000. 2 Fewer than 50.
OASI Dollars

205

Sources:

• Number and average benefit shown earlier.

• Benefit increase factor computed as 1 divided by sum of (a) 1, and (b) general benefit increase occurring in that period times number of months for which that increase did not

apply divided by 12 (for years) or 3 (for quarters).

• All other factors computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit times benefit increase factor.

• Historical total non-current-payment benefits other than benefits due to AERO computed by subtracting current-payment benefits (shown earlier) and benefits due to AERO from

total benefits from Treasury Statement of Account. Future non-current-payment benefits other than benefits due to AERO computed as number of awards times average benefit

times benefit increase factor times all other factors.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E24.—Non-Current-Payment Benefits to Retired Workers and Dependents, Other Than Benefits Due to AERO

(Calendar years 1975-2010)

[Numbers in thousands, amounts in millions]

Year

Awards to retired workers during year

Benefit increase factor All other factors

Non-current-payment

Number Average benefit benefits other than AERO

1975............................................. 1,505.8 $213.00 0.9615 2.8150 $868.1

1976............................................. 1,475.8 233.13 .9690 2.8170 939.1

1977............................................. 1,593.6 254.46 .9713 2.8534 1,123.9

1978............................................. 1,472.8 278.78 .9685 1.7647 701.7

1979............................................. 1,590.8 317.40 .9528 1.3355 642.5

1980............................................. 1,612.7 363.09 .9333 .9437 515.7

1981............................................. 1,579.0 402.07 .9470 1.4956 899.1

1982............................................. 1,618.4 412.60 .9643 .9338 601.3

1983............................................. 1,662.3 421.75 .9662 1.8023 1,220.8

1984............................................. 1,604.2 429.16 .9662 .9440 627.9

1985............................................. 1,682.4 445.04 .9699 .4925 357.7

1986............................................. 1,726.2 458.80 .9872 .2302 179.9

1987............................................. 1,660.7 485.47 .9597 .0968 74.9

1988............................................. 1,644.8 507.13 .9615 .2645 212.1

1989............................................. 1,641.3 540.58 .9551 .4914 416.5

1990............................................. 1,654.1 579.01 .9488 .6616 601.2

1991............................................. 1,680.2 604.31 .9643 .5866 574.4

1992............................................. 1,700.5 626.34 .9709 .5958 616.1

1993............................................. 1,657.3 646.82 .9747 .3417 357.0

1994............................................. 1,623.8 668.94 .9728 .2929 309.5

1995............................................. 1,608.1 689.06 .9747 .4257 459.7

1996............................................. 1,580.4 713.41 .9718 .4997 547.5

1997............................................. 1,717.8 738.23 .9794 1.1195 1,390.5

1998............................................. 1,630.7 754.31 .9872 1.3138 1,595.4

1999............................................. 1,689.2 795.43 .9766 1.0043 1,317.8

2000............................................. 1,959.4 869.43 .9662 1.9283 3,173.9

2001............................................. 1,741.6 892.62 .9728 1.0000 1,512.3

2002............................................. 1,814.8 939.37 .9718 1.0000 1,656.7

2003............................................. 1,840.5 972.89 .9709 1.0000 1,738.5

2004............................................. 1,953.9 1,001.52 .9699 1.0000 1,898.0

2005............................................. 2,044.5 1,036.68 .9690 1.0000 2,053.8

2006............................................. 2,079.2 1,083.41 .9681 1.0000 2,180.6

2007............................................. 2,138.0 1,139.42 .9681 1.0000 2,358.3

2008............................................. 2,354.1 1,184.22 .9681 1.0000 2,698.7

2009............................................. 2,641.3 1,234.64 .9681 1.0000 3,156.9

2010............................................. 2,674.9 1,287.12 .9681 1.0000 3,332.9
Benefit Payments

206

Sources:

• Non-current-payment benefits other than AERO shown earlier.

• Historical AERO benefits from unpublished monthly report generated at time of AERO computer run; future AERO benefits projected based on historical trend and judgment, taking into account length of time from end of year of earnings to point of recomputation.

• Historical ratios and amounts of non-current-payment benefits by type of beneficiary prepared by the Office of the Chief Actuary. Future ratios projected based on historical trend

and judgment. Future amounts computed by applying corresponding ratio to total amount for retired workers and dependents.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E25.—Non-Current-Payment Benefits to Retired Workers and Dependents

(Calendar years 1975-2010)

[Amounts in millions]

Year

Non-current-payment benefits to

retired workers and dependents Retired workers Spouses of retired workers Children of retired workers

Other than

AERO AERO Total

Ratio to

total amount Amount

Ratio to

total amount Amount

Ratio to

total amount Amount

1975 ................. $868.1 $141.9 $1,010.0 0.8463 $854.7 0.1026 $103.6 0.0511 $51.6

1976 ................. 939.1 224.7 1,132.4 .8467 958.8 .0963 109.1 .0570 64.5

1977 ................. 1,123.9 188.1 1,273.9 .8007 1,020.0 .1029 131.1 .0965 122.9

1978 ................. 701.7 160.0 814.8 .7483 609.8 .1101 89.7 .1416 115.3

1979 ................. 642.5 196.7 763.5 .7264 554.6 .1043 79.7 .1693 129.2

1980 ................. 515.7 47.2 562.9 .6925 389.8 .0673 37.9 .2403 135.2

1981 ................. 899.1 431.4 1,330.6 .8031 1,068.6 .0780 103.8 .1189 158.2

1982 ................. 601.3 886.2 1,487.5 .8408 1,250.7 .0916 136.2 .0676 100.6

1983 ................. 1,220.8 1,268.3 2,489.2 .8654 2,154.1 .0998 248.4 .0348 86.7

1984 ................. 627.9 888.5 1,516.4 .8599 1,303.9 .0897 136.1 .0504 76.4

1985 ................. 357.7 645.8 1,001.2 .7758 776.7 .1505 150.7 .0737 73.8

1986 ................. 179.9 567.7 747.7 .7343 549.0 .1730 129.3 .0928 69.4

1987 ................. 74.9 467.2 542.0 .6724 364.4 .2045 110.8 .1231 66.7

1988 ................. 212.1 359.6 571.6 .7264 415.2 .1547 88.4 .1190 68.0

1989 ................. 416.5 588.0 1,004.5 .8091 812.7 .1233 123.8 .0676 67.9

1990 ................. 601.2 408.3 1,009.5 .8087 816.5 .1199 121.0 .0714 72.1

1991 ................. 574.4 361.6 936.0 .7985 747.4 .1222 114.4 .0793 74.2

1992 ................. 616.1 347.7 963.8 .7965 767.6 .1224 118.0 .0811 78.2

1993 ................. 357.0 350.6 707.6 .9257 655.1 -.0141 -10.0 .0884 62.5

1994 ................. 309.5 298.7 608.1 .9309 566.1 -.0331 -20.1 .1022 62.1

1995 ................. 459.7 341.8 801.5 .9563 766.4 -.0342 -27.4 .0779 62.4

1996 ................. 547.5 286.6 834.1 .9556 797.1 -.0320 -26.7 .0764 63.7

1997 ................. 1,390.5 295.3 1,685.8 .9446 1,592.5 .0101 17.1 .0452 76.2

1998 ................. 1,595.4 329.7 1,925.0 .9364 1,802.5 .0219 42.1 .0418 80.4

1999 ................. 1,317.8 302.2 1,619.9 .9355 1,515.4 .0135 21.9 .0510 82.6

2000 ................. 3,173.9 380.0 3,553.9 .9430 3,351.2 .0309 109.7 .0262 93.0

2001 ................. 1,512.3 317.2 1,829.5 .9360 1,712.3 .0122 22.3 .0519 94.9

2002 ................. 1,656.7 330.5 1,987.3 .9359 1,859.8 .0119 23.6 .0522 103.8

2003 ................. 1,738.5 344.4 2,082.9 .9359 1,949.3 .0118 24.7 .0523 108.9

2004 ................. 1,898.0 358.9 2,256.9 .9358 2,112.0 .0116 26.1 .0526 118.8

2005 ................. 2,053.8 374.0 2,427.7 .9357 2,271.7 .0114 27.6 .0529 128.4

2006 ................. 2,180.6 389.7 2,570.3 .9357 2,405.1 .0113 29.0 .0530 136.3

2007 ................. 2,358.3 406.0 2,764.3 .9357 2,586.4 .0111 30.6 .0533 147.2

2008 ................. 2,698.7 423.1 3,121.8 .9355 2,920.5 .0106 33.1 .0539 168.1

2009 ................. 3,156.9 440.9 3,597.8 .9354 3,365.3 .0101 36.2 .0545 196.2

2010 ................. 3,332.9 459.4 3,792.3 .9354 3,547.2 .0100 38.0 .0546 207.1
OASI Dollars

207

Sources:

• Number and average benefit shown earlier.

• Benefit increase factor computed as 1 divided by sum of (a) 1, and (b) general benefit increase occurring in that period times number of months for which that increase did not

apply divided by 12 (for years) or 3 (for quarters).

• All other factors computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit times benefit increase factor.

• Historical total non-current-payment benefits other than benefits due to AERO computed by subtracting current-payment benefits (shown earlier) and benefits due to AERO from

total benefits from Treasury Statement of Account. Future non-current-payment benefits other than benefits due to AERO computed as number of awards times average benefit

times benefit increase factor times all other factors.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E26.—Non-Current-Payment Benefits to Survivors of Deceased Workers, Other Than Benefits Due to AERO

(Calendar years 1975-2010)

[Numbers in thousands, amounts in millions]

Year

Awards to survivors during year

Benefit increase factor All other factors

Non-current-payment

Number Average benefit benefits other than AERO

1975.............................................. 1,085.6 $161.62 0.9615 2.9965 $505.5

1976.............................................. 1,078.7 176.25 .9690 2.7681 510.0

1977.............................................. 1,149.5 190.89 .9713 2.8150 600.0

1978.............................................. 1,081.5 208.28 .9685 2.0010 436.6

1979.............................................. 1,101.3 232.45 .9528 1.4749 359.8

1980.............................................. 1,098.9 267.36 .9333 1.2001 329.1

1981.............................................. 1,114.5 295.37 .9470 1.5496 483.1

1982.............................................. 1,055.3 320.17 .9643 1.2328 401.7

1983.............................................. 965.6 340.62 .9662 1.8685 593.8

1984.............................................. 925.3 362.13 .9662 1.4021 453.9

1985.............................................. 910.1 381.39 .9699 1.4259 480.1

1986.............................................. 883.6 393.68 .9872 1.1927 409.6

1987.............................................. 847.6 415.27 .9597 1.1518 389.1

1988.............................................. 843.1 435.26 .9615 1.1829 417.4

1989.............................................. 811.5 460.16 .9551 1.2328 439.7

1990.............................................. 807.8 487.12 .9488 1.3197 492.7

1991.............................................. 825.4 503.78 .9643 1.3333 534.6

1992.............................................. 831.0 518.75 .9709 1.3405 561.0

1993.............................................. 832.8 533.83 .9747 1.6144 699.6

1994.............................................. 823.6 550.53 .9728 1.5835 698.4

1995.............................................. 802.5 568.65 .9747 1.8594 827.0

1996.............................................. 787.9 590.57 .9718 1.6808 760.0

1997.............................................. 779.8 607.13 .9794 2.1537 998.7

1998.............................................. 779.9 618.58 .9872 2.2499 1,071.5

1999.............................................. 805.9 635.50 .9766 2.0260 1,013.3

2000.............................................. 841.5 652.95 .9662 2.0653 1,096.4

2001.............................................. 791.1 672.96 .9728 2.0000 1,035.7

2002.............................................. 801.4 703.34 .9718 2.0000 1,095.6

2003.............................................. 796.2 732.27 .9709 2.0000 1,132.1

2004.............................................. 799.5 766.56 .9699 2.0000 1,188.8

2005.............................................. 794.4 802.41 .9690 2.0000 1,235.4

2006.............................................. 806.2 839.93 .9681 2.0000 1,311.0

2007.............................................. 824.9 882.61 .9681 2.0000 1,409.6

2008.............................................. 835.4 925.13 .9681 2.0000 1,496.4

2009.............................................. 840.1 970.01 .9681 2.0000 1,577.7

2010.............................................. 830.3 1,015.49 .9681 2.0000 1,632.6
Benefit Payments

208

Sources:

• Non-current-payment benefits other than AERO shown earlier.

• Historical AERO benefits from unpublished monthly report generated at time of AERO computer run; future AERO benefits projected based on historical trend and judgment, taking into account length of time from end of year of earnings to point of recomputation.

• Historical ratios and amounts of non-current-payment benefits by type of beneficiary prepared by the Office of the Chief Actuary. Future ratios projected based on historical trend

and judgment. Future amounts computed by applying corresponding ratio to total amount for survivors.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E27.—Non-Current-Payment Benefits to Survivors of Deceased Workers

(Calendar years 1975-2010)

[Amounts in millions]

Year

Non-current-payment benefits to

survivors of deceased workers

Children of 

deceased workers

Aged widow(er)s 

of deceased workers

Disabled widow(er)s 

of deceased workers

Mother and father

beneficiaries

Parents of 

deceased workers

Other

than

AERO AERO Total

Ratio to

total

amount Amount

Ratio to

total

amount Amount

Ratio to

total

amount Amount

Ratio to

total

amount Amount

Ratio to

total

amount Amount

1975 ................. $505.5 $2.1 $507.6 0.6050 $307.1 0.2522 $128.0 0.0486 $24.7 0.0915 $46.5 0.0026 $1.3

1976 ................. 510.0 6.6 548.0 .5771 316.2 .2915 159.7 .0319 17.5 .0971 53.2 .0024 1.3

1977 ................. 600.0 7.8 646.0 .4545 293.6 .4432 286.3 .0295 19.1 .0686 44.3 .0041 2.6

1978 ................. 436.6 7.0 490.6 .5348 262.4 .3478 170.6 .0379 18.6 .0759 37.2 .0036 1.8

1979 ................. 359.8 5.3 440.8 .5775 254.6 .3040 134.0 .0388 17.1 .0769 33.9 .0029 1.3

1980 ................. 329.1 .5 329.5 .8061 265.7 .0518 17.1 .0507 16.7 .0888 29.2 .0026 .9

1981 ................. 483.1 3.0 486.0 .6468 314.4 .2398 116.6 .0361 17.6 .0750 36.5 .0021 1.0

1982 ................. 401.7 18.8 420.5 .6716 282.4 .2267 95.3 .0368 15.5 .0635 26.7 .0015 .6

1983 ................. 593.8 36.0 629.8 .4691 295.4 .4344 273.6 .0343 21.6 .0607 38.2 .0016 1.0

1984 ................. 453.9 18.6 472.5 .5445 257.3 .3308 156.3 .0603 28.5 .0631 29.8 .0013 .6

1985 ................. 480.1 15.3 497.5 .4895 243.5 .3944 196.2 .0576 28.7 .0575 28.6 .0009 .5

1986 ................. 409.6 9.4 419.0 .5589 234.2 .3023 126.7 .0773 32.4 .0608 25.5 .0007 .3

1987 ................. 389.1 8.3 397.4 .5867 233.1 .2804 111.4 .0715 28.4 .0609 24.2 .0005 .2

1988 ................. 417.4 57.8 475.2 .6634 315.3 .2051 97.5 .0598 28.4 .0711 33.8 .0005 .2

1989 ................. 439.7 30.4 470.1 .6246 293.6 .2439 114.7 .0654 30.7 .0654 30.7 .0007 .3

1990 ................. 492.7 22.8 515.5 .5863 302.2 .2877 148.3 .0654 33.7 .0599 30.9 .0007 .4

1991 ................. 534.6 23.4 558.1 .5565 310.6 .2544 141.9 .1303 72.7 .0581 32.4 .0008 .4

1992 ................. 561.0 15.0 576.1 .5507 317.2 .2467 142.1 .1468 84.6 .0548 31.5 .0011 .6

1993 ................. 699.6 17.1 716.7 .5526 396.1 .2214 158.7 .1632 117.0 .0621 44.5 .0007 .5

1994 ................. 698.4 14.1 712.4 .5485 390.8 .2228 158.7 .1604 114.3 .0677 48.2 .0006 .4

1995 ................. 827.0 20.4 847.4 .4605 390.2 .3510 297.4 .1351 114.5 .0532 45.1 .0002 .2

1996 ................. 760.0 17.4 777.4 .5112 397.4 .2982 231.8 .1399 108.8 .0504 39.2 .0003 .3

1997 ................. 998.7 16.1 1,014.8 .4655 472.4 .3729 378.5 .1125 114.2 .0486 49.3 .0005 .5

1998 ................. 1,071.5 16.8 1,088.3 .4547 494.8 .3920 426.6 .1107 120.5 .0420 45.7 .0007 .7

1999 ................. 1,013.3 17.5 1,030.8 .4884 503.5 .3463 357.0 .1152 118.7 .0497 51.2 .0003 .4

2000 ................. 1,096.4 22.3 1,110.5 .4918 546.2 .3537 392.7 .1047 116.3 .0496 55.0 .0002 .3

2001 ................. 1,035.7 18.6 1,054.3 .4878 514.3 .3470 365.9 .1152 121.5 .0499 52.6 .0000 (1)

2002 ................. 1,095.6 19.4 1,115.0 .4878 543.8 .3471 387.0 .1153 128.5 .0499 55.6 .0000 (1)

2003 ................. 1,132.1 20.2 1,152.3 .4878 562.1 .3470 399.9 .1153 132.8 .0499 57.5 .0000 (1)

2004 ................. 1,188.8 21.0 1,209.9 .4878 590.2 .3471 419.9 .1153 139.5 .0499 60.3 .0000 (1)

2005 ................. 1,235.4 21.9 1,257.3 .4878 613.3 .3471 436.4 .1153 144.9 .0499 62.7 .0000 (1)

2006 ................. 1,311.0 22.8 1,333.8 .4877 650.5 .3471 463.0 .1153 153.8 .0499 66.5 .0000 (1)

2007 ................. 1,409.6 23.8 1,433.4 .4876 699.0 .3472 497.7 .1153 165.3 .0498 71.4 .0000 (1)

2008 ................. 1,496.4 24.8 1,521.2 .4875 741.6 .3473 528.2 .1154 175.5 .0498 75.8 .0000 (1)

2009 ................. 1,577.7 25.9 1,603.5 .4875 781.7 .3473 556.9 .1154 185.0 .0498 79.9 .0000 (1)

2010 ................. 1,632.6 26.9 1,659.5 .4875 809.0 .3473 576.3 .1154 191.5 .0498 82.7 .0000 (1)

1 Less than $50,000.
OASI Dollars

209

Sources:

• Insured population prepared by the Office of the Chief Actuary based on data from Continuous Work History Sample.

• Insured deaths prepared by the Office of the Chief Actuary based on mortality rates and insured population.

• Historical ratios of lump-sum deaths to insured deaths computed by dividing corresponding numbers. Future ratios projected by regression.

• Historical number of lump-sum deaths from SSA administrative records. Future figures computed by applying corresponding ratio to the number of insured deaths.

• Historical average benefit is computed as total amount divided by number of lump-sum deaths. Future figures projected based on historical trend and judgment.

• Historical total amounts are prepared by the Office of the Chief Actuary from SSA administrative records. Future figures computed by multiplying number of lump-sum deaths by

average benefit.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E28.—Lump-Sum Death Benefits

(Calendar years 1975-2010)

[Numbers in thousands, amounts in millions]

Year Insured population Insured deaths

Lump-sum deaths

Ratio to insured deaths Number Average benefit Total amount

1975........................ 120,186.7 1,370.0 0.9744 1,334.9 $252.48 $337.0

1976........................ 123,150.3 1,391.2 .9499 1,321.5 251.60 332.5

1977........................ 125,969.3 1,394.1 .8804 1,227.4 254.17 312.0

1978........................ 129,006.6 1,423.0 .9550 1,359.1 253.47 344.5

1979........................ 133,308.8 1,421.5 .9430 1,340.6 253.36 339.6

1980........................ 137,314.7 1,487.9 1.0435 1,552.6 254.00 394.4

1981........................ 140,386.5 1,488.8 .8767 1,305.3 254.72 332.5

1982........................ 142,860.4 1,485.4 .5366 797.1 255.00 203.3

1983........................ 144,742.9 1,536.0 .5244 805.5 255.00 205.4

1984........................ 146,502.6 1,565.2 .5300 829.5 255.00 211.5

1985........................ 148,266.4 1,603.6 .5123 821.5 252.53 207.5

1986........................ 150,867.8 1,628.3 .4934 803.3 252.63 202.9

1987........................ 153,232.1 1,646.5 .4884 804.2 252.53 203.1

1988........................ 155,730.0 1,699.9 .4846 823.8 252.63 208.1

1989........................ 158,295.3 1,690.8 .4837 817.9 252.44 206.5

1990........................ 161,346.4 1,703.0 .4783 814.6 252.37 205.6

1991........................ 164,011.7 1,723.8 .4644 800.5 252.33 202.0

1992........................ 165,948.3 1,745.1 .4672 815.4 252.04 205.5

1993........................ 167,487.9 1,826.1 .4672 853.2 251.37 214.5

1994........................ 169,159.0 1,843.7 .4752 876.1 251.15 220.0

1995........................ 170,817.9 1,876.5 .4665 875.4 249.57 218.5

1996........................ 173,169.5 1,888.5 .4625 873.5 249.04 217.5

1997........................ 175,296.8 1,893.6 .4585 868.3 248.50 215.8

1998........................ 177,748.7 1,922.7 .4559 876.6 248.32 217.7

1999........................ 180,041.7 1,942.6 .4471 868.5 248.58 215.9

2000........................ 182,417.2 1,964.0 .4476 879.1 243.57 214.1

2001........................ 184,789.2 1,985.5 .4443 882.1 247.60 218.4

2002........................ 187,260.6 2,010.2 .4412 886.9 247.60 219.6

2003........................ 189,746.3 2,035.7 .4383 892.3 247.60 220.9

2004........................ 192,209.0 2,061.7 .4355 898.0 247.60 222.3

2005........................ 194,658.4 2,088.1 .4328 903.8 247.60 223.8

2006........................ 197,101.2 2,115.4 .4302 910.1 247.60 225.3

2007........................ 199,551.8 2,143.5 .4277 916.7 247.60 227.0

2008........................ 201,975.4 2,172.2 .4252 923.5 247.60 228.7

2009........................ 204,404.4 2,201.8 .4227 930.7 247.60 230.4

2010........................ 206,852.2 2,233.6 .4203 938.8 247.60 232.4
Benefit Payments

210

Sources:

• Number of retired workers shown earlier. 

• Historical number of dual entitlements for spouses, widow(er)s and parents from 1-A Table Current-Payment Supplement. Historical dual entitlements by type are split by sex by

applying ratios computed from data in the Annual Statistical Supplement to the Social Security Bulletin. Total dual entitlements is the sum of spouse, widow(er), and parent dual

entitlements. Future figures for total dual entitlements computed by applying the corresponding ratio to the number of retired workers.

• Historical ratios of number of dual entitlements to number of retired workers are computed by dividing number of dual entitlements by the number of retired workers. Future ratios

projected by regression.

• Historical ratios of number of dual entitlements by type to total dual entitlements are computed. Future ratios projected for spouses and parents by regression. Future ratios for

widow(er)s are computed as 100 percent minus the sum of the ratios for spouses and parents.

• Future figures for number of dual entitlements by type are computed by applying the corresponding ratios to the total number of dual entitlements.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E29.—Number of OASI Beneficiaries Receiving Both a Retired-Worker and Secondary Benefit, 

by Type of Secondary Benefit

(By gender, end of calendar years 1975-2010)

[Numbers in thousands]

Year

Retired

workers

Total 

dual entitlements

Dual entitlement by type

Spouses of retired workers Widow(er)s of deceased workers Parents of deceased workers

Number

Ratio to

retired workers Number

Ratio to

total Number

Ratio to

total Number

Ratio

to total

Male

1975 .............. 9,164.6 17.9 0.0020 9.0 0.5045 8.2 0.4577 0.7 0.0377

1980 .............. 10,462.8 63.3 .0060 21.0 .3322 41.9 .6618 .4 .0060

1985 .............. 11,819.9 89.0 .0075 25.1 .2820 63.7 .7157 .2 .0024

1986 .............. 12,083.7 95.4 .0079 26.0 .2725 69.2 .7256 .2 .0020

1987 .............. 12,298.5 95.6 .0078 25.6 .2680 69.8 .7303 .2 .0017

1988 .............. 12,490.5 98.3 .0079 25.8 .2627 72.3 .7359 .1 .0015

1989 .............. 12,722.2 101.3 .0080 26.2 .2583 75.0 .7404 .1 .0013

1990 .............. 12,986.8 103.7 .0080 26.2 .2532 77.3 .7457 .1 .0011

1991 .............. 13,226.4 105.3 .0080 26.2 .2484 79.0 .7506 .1 .0010

1992 .............. 13,473.9 106.9 .0079 25.9 .2422 80.9 .7570 .1 .0009

1993 .............. 13,649.4 107.7 .0079 25.1 .2327 82.6 .7665 .1 .0008

1994 .............. 13,794.9 110.1 .0080 25.6 .2330 84.3 .7663 .1 .0007

1995 .............. 13,918.4 111.5 .0080 25.6 .2299 85.8 .7695 .1 .0006

1996 .............. 14,016.6 111.1 .0079 24.8 .2231 86.3 .7763 .1 .0006

1997 .............. 14,122.7 111.1 .0079 23.6 .2124 87.5 .7871 .1 .0005

1998 .............. 14,206.6 110.3 .0078 22.8 .2067 87.5 .7928 .1 .0005

1999 .............. 14,328.2 110.2 .0077 22.2 .2012 87.9 .7984 (1) .0004

2000 .............. 14,771.4 113.0 .0076 23.3 .2058 89.7 .7938 (1) .0004

2001 .............. 14,886.1 113.9 .0076 23.4 .2058 90.4 .7939 (1) .0003

2002 .............. 15,031.6 115.0 .0076 23.7 .2058 91.3 .7939 (1) .0003

2003 .............. 15,183.4 116.1 .0076 23.9 .2058 92.2 .7939 (1) .0003

2004 .............. 15,387.2 117.7 .0076 24.2 .2058 93.5 .7940 (1) .0003

2005 .............. 15,628.1 119.5 .0076 24.6 .2058 94.9 .7940 (1) .0002

2006 .............. 15,877.5 121.5 .0076 25.0 .2058 96.4 .7940 (1) .0002

2007 .............. 16,148.2 123.5 .0076 25.4 .2058 98.1 .7940 (1) .0002

2008 .............. 16,514.8 126.3 .0076 26.0 .2058 100.3 .7940 (1) .0002

2009 .............. 17,017.8 130.2 .0076 26.8 .2058 103.4 .7940 (1) .0002

2010 .............. 17,518.8 134.0 .0076 27.6 .2058 106.4 .7941 (1) .0001

Female 

1975 .............. 7,424.5 1,552.8 .2091 569.7 .3669 978.8 .6303 4.2 .0027

1980 .............. 9,101.6 2,506.4 .2754 952.1 .3799 1,550.6 .6187 3.6 .0014

1985 .............. 10,615.4 3,573.8 .3367 1,505.1 .4211 2,066.3 .5782 2.4 .0007

1986 .............. 10,901.1 3,818.0 .3502 1,630.0 .4269 2,185.9 .5725 2.1 .0006

1987 .............. 11,145.3 4,018.2 .3605 1,728.3 .4301 2,288.0 .5694 1.9 .0005

1988 .............. 11,372.0 4,208.0 .3700 1,818.4 .4321 2,387.8 .5675 1.7 .0004

1989 .............. 11,609.1 4,396.4 .3787 1,911.0 .4347 2,484.0 .5650 1.5 .0003

1990 .............. 11,854.3 4,588.9 .3871 2,008.3 .4376 2,579.3 .5621 1.4 .0003

1991 .............. 12,066.6 4,775.1 .3957 2,099.9 .4398 2,673.9 .5600 1.2 .0003

1992 .............. 12,287.8 4,955.5 .4033 2,186.4 .4412 2,768.0 .5586 1.1 .0002

1993 .............. 12,459.7 5,110.5 .4102 2,253.5 .4410 2,856.0 .5588 1.0 .0002

1994 .............. 12,617.4 5,245.6 .4157 2,306.0 .4396 2,938.8 .5602 .9 .0002

1995 .............. 12,760.1 5,358.1 .4199 2,346.5 .4379 3,010.7 .5619 .8 .0002

1996 .............. 12,888.5 5,468.2 .4243 2,382.5 .4357 3,085.0 .5642 .7 .0001

1997 .............. 13,158.9 5,562.4 .4227 2,409.8 .4332 3,151.9 .5667 .7 .0001

1998 .............. 13,310.9 5,642.7 .4239 2,429.1 .4305 3,213.0 .5694 .6 .0001

1999 .............. 13,455.3 5,709.3 .4243 2,439.8 .4273 3,268.9 .5726 .6 .0001

2000 .............. 13,733.8 5,825.7 .4242 2,504.3 .4299 3,320.9 .5700 .5 .0001

2001 .............. 13,895.3 5,894.1 .4242 2,522.4 .4280 3,371.2 .5720 .5 .0001

2002 .............. 14,064.6 5,965.9 .4242 2,539.2 .4256 3,426.3 .5743 .4 .0001

2003 .............. 14,241.9 6,041.2 .4242 2,554.3 .4228 3,486.4 .5771 .4 .0001

2004 .............. 14,460.4 6,133.8 .4242 2,573.6 .4196 3,559.8 .5804 .4 .0001

2005 .............. 14,716.5 6,242.5 .4242 2,596.0 .4159 3,646.2 .5841 .4 .0001

2006 .............. 14,982.0 6,355.1 .4242 2,616.0 .4116 3,738.7 .5883 .3 .0001

2007 .............. 15,270.0 6,477.3 .4242 2,635.7 .4069 3,841.3 .5930 .3 .0000

2008 .............. 15,651.3 6,639.0 .4242 2,666.6 .4017 3,972.1 .5983 .3 .0000

2009 .............. 16,148.3 6,849.8 .4242 2,711.5 .3958 4,138.0 .6041 .3 .0000

2010 .............. 16,656.8 7,065.5 .4242 2,751.8 .3895 4,313.4 .6105 .3 .0000

1 Fewer than 50.
OASI Dollars

211

Sources:

• Average benefit of non-dually entitled aged spouses, aged widow(er)s, and parents shown earlier. 

• Historical average secondary benefits of dually-entitled beneficiaries, by type, are from 1-A Table Current-Payment Supplement. Future figures are computed by applying the corresponding ratio to the average benefit of non-dually-entitled beneficiaries.

• Historical ratios of average secondary benefits to average benefits of non-dually-entitled beneficiaries, by type, are computed by division of corresponding figures. Future figures

are projected by regression.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E30.—Average Reduced Secondary Benefits for OASI Beneficiaries Receiving Both a Retired-Worker 

and Secondary Benefit, by Type of Secondary Benefit

(By gender, end of calendar years 1975-2010)

Year

Spouses of retired workers Widow(er)s of deceased workers Parents of deceased workers

Average

benefit of

non-duallyentitled

beneficiaries

Average

secondary

benefit of

dually-entitled

beneficiaries Ratio

Average

benefit of

non-duallyentitled

beneficiaries

Average

secondary

benefit of

dually-entitled

beneficiaries Ratio

Average

benefit of

non-duallyentitled

beneficiaries

Average

secondary

benefit of

dually-entitled

beneficiaries Ratio

Male

1975.............. $99.07 $30.85 0.3114 $178.27 $89.89 0.5042 $153.07 $82.72 0.5404

1980.............. 132.07 42.56 .3222 239.36 91.24 .3812 248.32 102.61 .4132

1985.............. 169.11 67.30 .3971 317.81 123.92 .3899 351.25 157.51 .4484

1986.............. 170.01 67.94 .3989 325.53 125.21 .3846 360.76 157.77 .4373

1987.............. 175.87 73.91 .4195 341.52 137.02 .4012 384.19 173.88 .4526

1988.............. 181.49 77.35 .4255 359.48 142.78 .3972 411.40 183.05 .4450

1989.............. 189.14 81.81 .4320 381.95 150.67 .3945 440.08 195.79 .4449

1990.............. 198.22 87.32 .4399 408.40 159.47 .3905 471.40 211.98 .4497

1991.............. 203.37 89.21 .4382 427.96 165.91 .3877 499.15 218.14 .4370

1992.............. 208.22 92.42 .4434 443.62 170.62 .3846 517.81 231.97 .4480

1993.............. 212.09 97.19 .4579 461.48 175.73 .3808 533.06 251.22 .4713

1994.............. 216.38 101.25 .4676 481.36 181.66 .3774 560.42 271.89 .4852

1995.............. 220.81 102.86 .4655 500.19 185.82 .3715 577.89 288.83 .4998

1996.............. 225.68 106.11 .4699 520.66 192.33 .3694 601.21 308.88 .5138

1997.............. 228.78 109.73 .4794 534.52 196.61 .3678 619.30 323.38 .5222

1998.............. 230.48 110.36 .4787 549.10 201.45 .3669 623.53 345.00 .5533

1999.............. 234.53 111.00 .4732 572.42 206.49 .3607 642.26 369.07 .5746

2000.............. 242.75 112.70 .4642 606.86 213.78 .3523 669.83 393.36 .5873

2001.............. 248.44 116.69 .4696 629.64 222.08 .3527 697.88 408.80 .5858

2002.............. 254.66 120.96 .4749 657.98 232.09 .3527 732.13 429.95 .5873

2003.............. 261.36 125.49 .4800 687.65 242.34 .3524 768.29 453.90 .5908

2004.............. 268.37 130.22 .4851 718.77 252.91 .3519 807.61 481.15 .5958

2005.............. 275.72 135.16 .4901 751.73 263.94 .3511 849.38 511.09 .6017

2006.............. 283.62 140.42 .4950 787.17 275.68 .3502 893.45 543.56 .6084

2007.............. 291.87 145.92 .4999 825.32 288.21 .3492 940.48 578.88 .6155

2008.............. 300.28 151.56 .5047 865.19 301.18 .3481 988.68 615.93 .6230

2009.............. 308.82 157.32 .5094 906.93 314.64 .3469 1,039.52 655.61 .6307

2010.............. 317.72 163.33 .5141 950.75 328.68 .3457 1,093.23 698.08 .6385

Female 

1975.............. 105.24 30.85 .2863 193.92 89.89 .4635 172.73 82.72 .4789

1980.............. 172.42 58.90 .3346 311.51 147.81 .4745 277.41 146.68 .5288

1985.............. 247.28 99.07 .3957 433.92 219.54 .5060 379.77 208.90 .5501

1986.............. 252.74 103.11 .4032 444.89 229.32 .5154 388.41 214.71 .5528

1987.............. 265.45 109.51 .4080 468.93 244.60 .5216 408.76 225.88 .5526

1988.............. 278.07 115.74 .4119 493.42 261.00 .5290 429.52 240.22 .5593

1989.............. 293.80 123.28 .4154 522.64 279.70 .5352 454.46 256.69 .5648

1990.............. 312.35 131.55 .4171 557.39 301.60 .5411 483.02 276.06 .5715

1991.............. 326.23 137.76 .4184 584.53 319.76 .5470 506.63 292.57 .5775

1992.............. 338.04 142.87 .4189 608.74 336.60 .5529 527.15 301.14 .5713

1993.............. 348.85 147.00 .4178 631.72 352.71 .5583 548.39 315.84 .5759

1994.............. 360.64 151.06 .4154 656.55 369.89 .5634 570.36 332.22 .5825

1995.............. 372.04 154.85 .4129 681.20 386.85 .5679 592.12 343.23 .5797

1996.............. 385.20 158.95 .4100 708.26 405.12 .5720 614.80 357.21 .5810

1997.............. 394.85 161.78 .4073 732.45 420.78 .5745 637.36 372.22 .5840

1998.............. 401.79 163.41 .4045 750.25 433.22 .5774 653.79 390.52 .5973

1999.............. 413.11 167.00 .4022 776.07 449.81 .5796 677.24 408.48 .6032

2000.............. 431.43 173.37 .3999 811.78 471.45 .5808 707.47 433.80 .6132

2001.............. 447.43 177.06 .3939 842.67 495.21 .5877 733.15 450.99 .6151

2002.............. 464.97 182.12 .3900 875.74 520.55 .5944 760.47 469.65 .6176

2003.............. 483.51 189.33 .3900 910.74 547.36 .6010 789.68 489.88 .6204

2004.............. 503.08 196.95 .3900 948.28 576.05 .6075 821.37 512.03 .6234

2005.............. 523.99 205.07 .3900 988.40 602.92 .6100 855.79 536.25 .6266

2006.............. 546.49 213.83 .3900 1,031.45 629.18 .6100 893.25 562.72 .6300

2007.............. 570.39 223.18 .3900 1,077.10 657.03 .6100 933.11 591.05 .6334

2008.............. 595.55 233.02 .3900 1,125.14 686.34 .6100 975.60 621.40 .6369

2009.............. 622.28 243.48 .3900 1,175.68 717.16 .6100 1,020.41 653.06 .6400

2010.............. 650.03 254.33 .3900 1,228.54 749.41 .6100 1,068.00 683.52 .6400
Benefit Payments

212

Sources: 

• Historical average numbers computed using data from 1-A Table Current-Payment Supplement. Future figures projected by multiplying quarterly number of retired workers by

ratio of number of dual entitlements by type to number of retired workers. Quarterly ratios of number of dual entitlements to number of retired workers are obtained by interpolating from beginning of year figures shown earlier.

• Historical amounts from 1-A Table Current-Payment Supplement. Future figures computed by multiplying an interpolated average amount by the average number shown in the

previous column.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E31.—Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired-Worker 

and Secondary Benefit, by Type of Secondary Benefit

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Numbers in thousands, amounts in millions]

Calendar 

period

Spouses of retired workers Widow(er)s of deceased workers Parents of deceased workers Total

Average

number Amount

Average

number Amount

Average

number Amount

Average

number Amount

1975 ........... 549.0 $190.6 936.1 $967.3 5.0 $4.7 1,490.1 $1,162.6

1976 ........... 602.5 236.1 1,027.1 1,149.9 4.8 5.0 1,634.3 1,391.0

1977 ........... 662.9 290.1 1,118.1 1,347.5 4.6 5.2 1,785.5 1,642.8

1978 ........... 744.7 358.4 1,241.6 1,604.7 4.4 5.5 1,990.8 1,968.6

1979 ........... 823.0 453.8 1,380.7 1,969.8 4.3 5.9 2,208.0 2,429.5

1980 ........... 917.7 592.2 1,521.7 2,477.7 4.1 6.4 2,443.4 3,076.2

1981 ........... 1,014.2 772.7 1,637.0 3,054.7 3.9 7.0 2,655.1 3,834.4

1982 ........... 1,121.9 979.3 1,744.0 3,615.9 3.6 7.5 2,869.6 4,602.6

1983 ........... 1,244.6 1,183.1 1,850.1 4,055.2 3.3 7.2 3,098.0 5,245.4

1984 ........... 1,357.4 1,415.8 1,956.3 4,571.9 3.0 6.7 3,316.7 5,994.4

1985 ........... 1,468.8 1,658.1 2,066.9 5,143.2 2.7 6.4 3,538.3 6,807.7

1986 ........... 1,588.5 1,903.4 2,192.8 5,792.9 2.4 6.0 3,783.7 7,702.4

1987 ........... 1,702.6 2,118.4 2,304.1 6,330.6 2.2 5.5 4,008.8 8,454.5

1988 ........... 1,794.2 2,369.8 2,405.2 7,059.9 2.0 5.2 4,201.4 9,435.0

1989 ........... 1,885.1 2,630.7 2,504.7 7,834.6 1.7 5.0 4,391.5 10,470.3

1990 ........... 1,982.1 2,934.5 2,606.1 8,735.4 1.6 4.8 4,589.8 11,674.7

1991 ........... 2,076.2 3,276.6 2,703.7 9,764.5 1.4 4.6 4,781.3 13,045.7

1992 ........... 2,164.3 3,573.2 2,799.0 10,714.6 1.3 4.4 4,964.5 14,292.1

1993 ........... 2,238.4 3,826.1 2,892.3 11,647.3 1.2 4.2 5,131.9 15,477.6

1994 ........... 2,298.2 4,037.7 2,977.3 12,558.0 1.0 3.9 5,276.5 16,599.6

1995 ........... 2,348.7 4,239.8 3,060.0 13,525.5 .9 3.7 5,409.6 17,768.9

1996 ........... 2,385.2 4,411.4 3,134.6 14,480.7 .8 3.4 5,520.7 18,895.5

1997 ........... 2,416.1 4,585.9 3,205.0 15,500.6 .8 3.2 5,621.8 20,089.7

1998 ........... 2,439.1 4,713.3 3,269.7 16,415.9 .7 3.1 5,709.5 21,132.3

1999 ........... 2,452.0 4,788.0 3,329.1 17,206.6 .7 3.1 5,781.7 21,997.7

2000 ........... 2,492.4 4,986.3 3,384.7 18,156.0 .6 3.0 5,877.7 23,145.2

2001-I......... 2,525.7 1,308.7 3,410.4 4,762.2 .6 .7 5,936.7 6,071.7

2001-II ....... 2,530.0 1,307.5 3,422.7 4,805.5 .6 .7 5,953.3 6,113.7

2001-III...... 2,540.2 1,310.7 3,443.0 4,860.2 .6 .7 5,983.7 6,171.5

2001-IV...... 2,546.1 1,312.9 3,457.6 4,907.2 .5 .7 6,004.2 6,220.8

2002-I......... 2,543.7 1,346.9 3,461.4 5,077.4 .5 .7 6,005.6 6,425.0

2002-II ....... 2,546.8 1,347.1 3,473.9 5,122.9 .5 .7 6,021.2 6,470.7

2002-III...... 2,556.3 1,352.0 3,495.1 5,181.8 .5 .7 6,052.0 6,534.5

2002-IV...... 2,562.7 1,356.6 3,512.1 5,234.8 .5 .7 6,075.3 6,592.0

2003-I......... 2,560.3 1,395.6 3,517.5 5,423.4 .5 .7 6,078.3 6,819.7

2003-II ....... 2,562.5 1,398.6 3,530.5 5,471.7 .5 .7 6,093.5 6,871.0

2003-III...... 2,571.6 1,406.8 3,552.9 5,534.9 .5 .6 6,124.9 6,942.4

2003-IV...... 2,578.1 1,415.1 3,571.9 5,593.3 .5 .6 6,150.4 7,009.0

2004-I......... 2,575.9 1,459.6 3,579.3 5,803.0 .4 .6 6,155.7 7,263.2

2004-II ....... 2,578.6 1,462.9 3,595.0 5,858.4 .4 .6 6,174.0 7,321.9

2004-III...... 2,588.5 1,471.8 3,620.7 5,930.7 .4 .6 6,209.7 7,403.1

2004-IV...... 2,596.7 1,481.2 3,643.8 5,999.5 .4 .6 6,240.9 7,481.3

2005-I......... 2,595.6 1,529.8 3,654.7 6,232.6 .4 .6 6,250.7 7,763.1

2005-II ....... 2,598.6 1,533.5 3,673.0 6,285.8 .4 .6 6,272.0 7,819.9

2005-III...... 2,609.2 1,543.2 3,701.9 6,357.7 .4 .6 6,311.5 7,901.5

2005-IV...... 2,618.6 1,553.8 3,729.1 6,427.3 .4 .6 6,348.1 7,981.7

2006-I......... 2,618.0 1,606.7 3,742.8 6,679.0 .4 .6 6,361.2 8,286.3

2006-II ....... 2,620.3 1,610.3 3,762.3 6,730.8 .4 .6 6,382.9 8,341.7

2006-III...... 2,630.3 1,620.2 3,792.8 6,803.0 .4 .6 6,423.5 8,423.8

2006-IV...... 2,639.4 1,631.2 3,822.0 6,873.2 .4 .6 6,461.7 8,505.0

2007-I......... 2,638.3 1,688.4 3,837.5 7,147.6 .4 .6 6,476.2 8,836.6

2007-II ....... 2,640.3 1,692.3 3,858.9 7,207.3 .4 .6 6,499.6 8,900.2

2007-III...... 2,650.2 1,703.0 3,892.1 7,289.2 .4 .6 6,542.7 8,992.8

2007-IV...... 2,659.4 1,715.0 3,924.3 7,369.8 .3 .6 6,584.0 9,085.5

2008-I......... 2,659.1 1,776.0 3,943.5 7,671.5 .3 .6 6,602.9 9,448.1

2008-II ....... 2,663.1 1,781.7 3,970.8 7,746.4 .3 .6 6,634.3 9,528.7

2008-III...... 2,675.7 1,794.8 4,011.0 7,847.0 .3 .6 6,687.0 9,642.4

2008-IV...... 2,688.5 1,810.0 4,051.8 7,949.5 .3 .6 6,740.6 9,760.1

2009-I......... 2,691.4 1,876.9 4,078.7 8,290.0 .3 .6 6,770.4 10,167.4

2009-II ....... 2,697.9 1,884.9 4,113.2 8,384.2 .3 .6 6,811.4 10,269.6

2009-III...... 2,713.7 1,901.3 4,162.1 8,508.4 .3 .6 6,876.1 10,410.3

2009-IV...... 2,731.2 1,920.9 4,213.8 8,639.4 .3 .6 6,945.3 10,560.9

2010-I......... 2,736.6 1,993.8 4,248.0 9,023.4 .3 .6 6,984.9 11,017.7

2010-II ....... 2,741.7 2,001.1 4,284.1 9,126.7 .3 .6 7,026.1 11,128.3

2010-III...... 2,756.4 2,017.4 4,335.5 9,263.1 .3 .6 7,092.1 11,281.1

2010-IV...... 2,773.0 2,037.2 4,390.3 9,407.8 .3 .6 7,163.6 11,445.6
OASI Dollars

213

Sources: 

• All detail payments shown earlier.

• Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E32.—Adjusted Current-Payment Benefits, Non-Current-Payment Benefits, and Total Benefits to OASI Beneficiaries

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

Total retired workers

Total dependents of 

retired workers

Total survivors of 

deceased workers Special

age-72

beneficiaries

Lumpsum

death

payments

Total OASI benefit payments

Adjusted

currentpayment 1

Noncurrentpayment Total

Adjusted

currentpayment 2

Noncurrentpayment Total

Adjusted

currentpayment 3

Noncurrentpayment Total

Adjusted

currentpayment

Noncurrentpayment Total

1975......... $37,260.1 $854.7 $38,114.8 $4,190.4 $155.3 $4,345.7 $15,007.0 $507.6 $15,514.6 $196.9 $337.0 $56,655.3 $1,853.6 $58,508.9

1976......... 42,123.4 958.8 43,082.3 4,679.6 173.6 4,853.1 16,708.8 548.0 17,256.8 174.2 332.5 63,686.8 2,012.2 65,699.0

1977......... 47,166.0 1,020.0 48,186.0 5,134.4 253.9 5,388.4 18,423.7 646.0 19,069.7 157.1 312.0 70,881.5 2,231.6 73,113.1

1978......... 52,645.2 609.8 53,254.9 5,699.2 205.0 5,904.3 20,216.2 490.6 20,706.8 141.8 344.5 78,702.0 1,650.3 80,352.3

1979......... 59,824.3 554.6 60,378.9 6,359.5 208.9 6,568.4 22,699.6 440.8 23,140.4 128.3 339.6 89,012.0 1,543.7 90,555.7

1980......... 70,094.9 389.8 70,484.7 7,345.8 173.1 7,518.9 26,227.7 329.5 26,557.3 119.2 394.4 103,788.3 1,286.1 105,074.4

1981......... 82,670.6 1,068.6 83,739.2 8,569.3 262.0 8,831.3 30,296.3 486.0 30,782.3 110.1 332.5 121,647.5 2,147.9 123,795.4

1982......... 93,999.6 1,250.7 95,250.3 9,490.0 236.8 9,726.8 33,099.5 420.5 33,519.9 99.6 203.3 136,689.6 2,110.3 138,799.8

1983......... 101,542.9 2,154.1 103,697.0 10,096.4 335.0 10,431.4 34,454.0 629.8 35,083.8 84.7 205.4 146,178.4 3,324.0 149,502.4

1984......... 108,788.7 1,303.9 110,092.6 10,740.9 212.5 10,953.4 36,061.4 472.5 36,533.9 70.6 211.5 155,662.3 2,199.8 157,862.0

1985......... 116,042.9 776.7 116,819.6 11,432.5 224.5 11,657.0 38,121.1 497.5 38,618.6 56.9 207.5 165,654.3 1,705.3 167,359.6

1986......... 123,034.7 549.0 123,583.7 12,119.7 198.7 12,318.3 40,273.5 419.0 40,692.6 46.9 202.9 175,474.6 1,369.9 176,844.4

1987......... 128,148.6 364.4 128,513.1 12,602.8 177.6 12,780.4 41,714.5 397.4 42,111.9 35.7 203.1 182,502.5 1,141.6 183,644.1

1988......... 136,571.7 415.2 136,986.9 13,354.2 156.4 13,510.7 44,312.3 475.2 44,787.5 28.5 208.1 194,266.9 1,254.8 195,521.7

1989......... 145,214.2 812.7 146,026.9 14,112.1 191.7 14,303.8 46,948.4 470.1 47,418.5 21.3 206.5 206,296.6 1,680.3 207,977.0

1990......... 155,939.6 816.5 156,756.1 15,076.3 193.1 15,269.4 50,230.3 515.5 50,745.8 16.1 205.6 221,262.9 1,730.0 222,992.9

1991......... 168,394.7 747.4 169,142.1 16,202.5 188.6 16,391.2 54,130.8 558.1 54,688.8 12.1 202.0 238,740.7 1,695.6 240,436.2

1992......... 178,604.8 767.6 179,372.4 17,107.9 196.2 17,304.0 57,472.7 576.1 58,048.8 8.7 205.5 253,194.6 1,744.8 254,939.4

1993......... 187,784.9 655.1 188,439.9 17,866.2 52.5 17,918.8 60,508.5 716.7 61,225.3 6.0 214.5 266,166.2 1,638.3 267,804.5

1994......... 195,834.1 566.1 196,400.2 18,449.1 42.0 18,491.1 63,290.1 712.4 64,002.6 3.8 220.0 277,577.7 1,540.1 279,117.7

1995......... 204,548.9 766.4 205,315.3 19,027.8 35.1 19,062.8 66,235.7 847.4 67,083.1 2.6 218.5 289,815.4 1,866.9 291,682.3

1996......... 212,625.8 797.1 213,422.9 19,476.8 37.0 19,513.8 68,981.2 777.4 69,758.7 1.4 217.5 301,085.8 1,828.6 302,914.4

1997......... 221,961.4 1,592.5 223,553.9 19,942.6 93.3 20,035.9 71,490.0 1,014.8 72,504.9 .6 215.8 313,395.3 2,915.7 316,311.1

1998......... 230,521.3 1,802.5 232,323.9 20,212.6 122.5 20,335.1 72,852.1 1,088.3 73,940.4 .3 217.7 323,586.8 3,230.5 326,817.3

1999......... 236,963.1 1,515.4 238,478.5 20,302.3 104.5 20,406.8 74,305.4 1,030.8 75,336.2 -.2 215.9 331,571.2 2,865.9 334,437.2

2000......... 250,191.2 3,351.2 253,542.4 20,899.4 202.7 21,102.1 76,737.9 1,110.5 77,848.4 -.6 214.1 347,828.8 4,877.7 352,706.5

2001-I...... 66,139.7 464.7 66,604.5 5,449.8 23.3 5,473.1 19,945.0 249.5 20,194.5 .1 60.0 91,534.6 797.6 92,332.2

2001-II..... 66,407.2 548.2 66,955.4 5,456.2 30.6 5,486.8 20,042.4 304.8 20,347.2 (4) 56.4 91,905.9 940.0 92,845.9

2001-III ... 66,841.7 276.8 67,118.5 5,467.4 25.4 5,492.8 20,096.0 262.3 20,358.3 (4) 53.1 92,405.1 617.8 93,022.8

2001-IV ... 67,177.4 422.5 67,599.9 5,478.4 37.8 5,516.2 20,189.6 237.6 20,427.3 (4) 48.8 92,845.5 746.8 93,592.3

2002-I...... 69,177.1 508.6 69,685.7 5,624.3 25.5 5,649.8 20,796.7 264.0 21,060.6 (4) 60.3 95,598.1 858.4 96,456.5

2002-II..... 69,520.1 598.5 70,118.6 5,635.6 33.4 5,669.0 20,905.5 322.4 21,227.9 (4) 56.7 96,061.2 1,010.9 97,072.2

2002-III ... 70,019.2 302.9 70,322.1 5,652.5 27.9 5,680.3 20,968.3 277.5 21,245.8 (4) 53.4 96,639.9 661.7 97,301.6

2002-IV ... 70,376.6 449.8 70,826.3 5,669.0 40.7 5,709.7 21,075.5 251.1 21,326.6 (4) 49.1 97,121.1 790.7 97,911.8

2003-I...... 72,549.1 533.6 73,082.8 5,830.4 26.8 5,857.2 21,736.2 272.8 22,009.0 (4) 60.7 100,115.8 893.8 101,009.6

2003-II..... 72,919.1 627.8 73,546.9 5,845.6 35.0 5,880.6 21,847.4 333.1 22,180.5 (4) 57.1 100,612.2 1,052.9 101,665.1

2003-III ... 73,447.7 317.8 73,765.4 5,866.5 29.2 5,895.7 21,909.5 286.7 22,196.2 (4) 53.8 101,223.6 687.5 101,911.1

2003-IV ... 73,817.1 470.2 74,287.2 5,887.5 42.6 5,930.1 22,020.0 259.6 22,279.6 (4) 49.4 101,724.5 821.8 102,546.3

2004-I...... 76,190.8 582.1 76,772.9 6,062.9 29.2 6,092.1 22,735.2 286.4 23,021.6 (4) 61.1 104,988.9 958.8 105,947.7

2004-II..... 76,653.9 683.3 77,337.2 6,077.0 38.1 6,115.1 22,860.3 349.8 23,210.1 (4) 57.4 105,591.2 1,128.6 106,719.8

2004-III ... 77,267.4 346.4 77,613.8 6,097.0 31.9 6,128.8 22,933.2 301.1 23,234.3 (4) 54.1 106,297.5 733.5 107,031.0

2004-IV ... 77,680.6 500.2 78,180.8 6,117.3 45.8 6,163.1 23,059.7 272.5 23,332.2 (4) 49.7 106,857.6 868.2 107,725.8

2005-I...... 80,294.1 629.4 80,923.5 6,304.5 31.6 6,336.1 23,837.5 297.6 24,135.1 (4) 61.5 110,436.1 1,020.0 111,456.1

2005-II..... 80,845.0 737.6 81,582.7 6,318.6 41.1 6,359.7 23,962.4 363.5 24,325.9 (4) 57.8 111,126.0 1,200.0 112,326.0

2005-III ... 81,547.3 374.5 81,921.8 6,338.7 34.5 6,373.2 24,032.0 312.9 24,344.9 (4) 54.5 111,918.0 776.3 112,694.3

2005-IV ... 82,023.1 530.3 82,553.3 6,359.5 48.9 6,408.4 24,159.8 283.3 24,443.1 (4) 50.0 112,542.4 912.5 113,454.9

2006-I...... 84,890.3 668.0 85,558.3 6,561.2 33.5 6,594.7 24,997.3 315.8 25,313.2 (4) 61.9 116,448.8 1,079.2 117,528.0

2006-II..... 85,467.0 782.3 86,249.3 6,578.4 43.6 6,622.0 25,131.9 385.7 25,517.6 (4) 58.2 117,177.3 1,269.8 118,447.1

2006-III ... 86,220.5 397.4 86,617.8 6,601.7 36.6 6,638.3 25,206.5 332.0 25,538.5 (4) 54.8 118,028.6 820.8 118,849.4

2006-IV ... 86,768.1 557.4 87,325.5 6,625.7 51.6 6,677.3 25,343.8 300.3 25,644.1 (4) 50.4 118,737.6 959.6 119,697.3

2007-I...... 89,916.7 721.9 90,638.6 6,845.4 36.2 6,881.6 26,256.5 339.6 26,596.0 (4) 62.4 123,018.6 1,160.0 124,178.6

2007-II..... 90,521.7 844.2 91,365.8 6,867.4 47.0 6,914.4 26,415.2 414.6 26,829.8 (4) 58.6 123,804.2 1,364.4 125,168.6

2007-III ... 91,344.7 429.3 91,774.0 6,894.9 39.5 6,934.5 26,507.8 357.0 26,864.8 (4) 55.2 124,747.4 881.1 125,628.5

2007-IV ... 92,011.7 591.1 92,602.8 6,923.7 55.1 6,978.8 26,669.2 322.2 26,991.4 (4) 50.8 125,604.6 1,019.2 126,623.8

2008-I...... 95,449.4 824.8 96,274.2 7,155.7 41.3 7,197.0 27,647.6 360.5 28,008.1 (4) 62.8 130,252.7 1,289.4 131,542.2

2008-II..... 96,208.6 961.0 97,169.5 7,178.0 53.5 7,231.5 27,831.1 440.1 28,271.2 (4) 59.1 131,217.7 1,513.6 132,731.3

2008-III ... 97,212.5 490.3 97,702.8 7,205.9 45.2 7,251.1 27,943.1 378.9 28,322.0 (4) 55.6 132,361.5 970.0 133,331.5

2008-IV ... 98,076.1 644.5 98,720.6 7,236.1 61.2 7,297.3 28,133.3 341.7 28,475.0 (4) 51.1 133,445.5 1,098.6 134,544.1

2009-I...... 101,900.7 963.1 102,863.8 7,478.7 48.3 7,527.0 29,186.0 380.0 29,566.1 (4) 63.3 138,565.5 1,454.7 140,020.2

2009-II..... 102,875.8 1,117.6 103,993.4 7,501.9 62.2 7,564.2 29,397.8 463.9 29,861.7 (4) 59.5 139,775.5 1,703.3 141,478.8

2009-III ... 104,132.9 572.2 104,705.1 7,531.1 52.8 7,583.8 29,535.6 399.5 29,935.1 (4) 56.1 141,199.5 1,080.6 142,280.1

2009-IV ... 105,279.1 712.5 105,991.5 7,563.8 69.2 7,633.0 29,761.6 360.0 30,121.6 (4) 51.5 142,604.4 1,193.2 143,797.7

2010-I...... 109,478.5 1,016.6 110,495.1 7,817.1 50.9 7,868.0 30,891.4 393.3 31,284.6 (4) 63.9 148,187.0 1,524.6 149,711.6

2010-II..... 110,352.6 1,179.1 111,531.8 7,837.8 65.6 7,903.5 31,113.1 480.1 31,593.2 (4) 60.0 149,303.5 1,784.9 151,088.5

2010-III ... 111,629.1 603.9 112,232.9 7,864.8 55.7 7,920.5 31,259.7 413.4 31,673.1 (4) 56.6 150,753.6 1,129.6 151,883.2

2010-IV ... 112,989.3 747.6 113,736.9 7,895.8 72.8 7,968.6 31,499.0 372.7 31,871.6 (4) 52.0 152,384.0 1,245.1 153,629.1

1 Adjusted for amounts paid to dually-entitled beneficiaries (retired worker current-payment amount less the amount of reduced secondary benefits). 2 Adjusted for amounts paid to dually-entitled beneficiaries (dependents of retired workers current-payment amount plus the amount of reduced spouse benefits). 3 Adjusted for amounts paid to dually-entitled beneficiaries (survivors of deceased workers current-payment amount plus the amount of reduced widow(er) and parent benefits). 4 Less than $50,000.
Benefit Payments

214

Sources: 

• All detail columns shown earlier.

• Total amounts computed by addition of corresponding detail.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E33.—Summary of OASDI Current-Payment Benefits

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefiTotal ciaries

Retired

workers Dependents Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Dependents

1975 ......... $64,019.5 $41,450.5 $37,260.1 $4,190.4 $15,007.0 $4,580.7 $962.7 $9,304.9 $158.6 $7,364.2 $6,090.0 $1,274.2 $197.9

1976 ......... 72,505.3 46,803.0 42,123.4 4,679.6 16,708.8 5,020.1 1,060.2 10,433.6 195.0 8,818.6 7,297.4 1,521.2 174.9

1977 ......... 81,023.1 52,300.4 47,166.0 5,134.4 18,423.7 5,465.3 1,146.3 11,590.1 222.0 10,141.6 8,417.0 1,724.6 157.4

1978 ......... 90,105.4 58,344.4 52,645.2 5,699.2 20,216.2 5,830.9 1,246.9 12,891.9 246.6 11,403.4 9,483.0 1,920.4 141.4

1979 ......... 101,651.9 66,183.8 59,824.3 6,359.5 22,699.6 6,353.0 1,375.2 14,703.6 267.9 12,639.9 10,541.6 2,098.3 128.6

1980 ......... 118,004.0 77,440.7 70,094.9 7,345.8 26,227.7 7,123.8 1,543.0 17,265.2 295.8 14,215.7 11,902.5 2,313.3 119.9

1981 ......... 137,474.8 91,239.9 82,670.6 8,569.3 30,296.3 7,992.8 1,723.7 20,257.7 322.1 15,827.3 13,324.4 2,502.9 111.4

1982 ......... 152,798.3 103,489.6 93,999.6 9,490.0 33,099.5 7,921.5 1,834.1 23,009.8 334.0 16,108.7 13,831.4 2,277.3 100.5

1983 ......... 161,843.1 111,639.3 101,542.9 10,096.4 34,454.0 7,615.8 1,732.9 24,782.3 323.0 15,664.7 13,650.5 2,014.2 85.1

1984 ......... 171,701.3 119,529.6 108,788.7 10,740.9 36,061.4 7,517.8 1,444.2 26,730.8 368.6 16,039.1 14,070.6 1,968.4 71.2

1985 ......... 182,482.6 127,475.4 116,042.9 11,432.5 38,121.1 7,518.3 1,445.0 28,766.2 391.6 16,828.3 14,803.7 2,024.5 57.8

1986 ......... 193,151.3 135,154.4 123,034.7 12,119.7 40,273.5 7,608.7 1,431.7 30,832.0 401.0 17,676.8 15,576.0 2,100.8 46.7

1987 ......... 200,723.9 140,751.4 128,148.6 12,602.8 41,714.5 7,613.0 1,363.7 32,332.2 405.6 18,221.4 16,109.5 2,111.9 36.6

1988 ......... 213,550.0 149,925.9 136,571.7 13,354.2 44,312.3 7,804.8 1,358.5 34,730.9 418.0 19,283.2 17,119.3 2,163.8 28.7

1989 ......... 226,656.2 159,326.2 145,214.2 14,112.1 46,948.4 7,960.3 1,370.0 37,189.9 428.2 20,359.6 18,163.3 2,196.3 22.0

1990 ......... 243,196.7 171,015.9 155,939.6 15,076.3 50,230.3 8,261.8 1,406.4 40,115.8 446.3 21,933.8 19,643.1 2,290.7 16.7

1991 ......... 262,958.5 184,597.3 168,394.7 16,202.5 54,130.8 8,711.1 1,457.2 43,465.5 496.9 24,217.8 21,754.8 2,463.0 12.7

1992 ......... 280,115.7 195,712.7 178,604.8 17,107.9 57,472.7 9,114.2 1,489.2 46,268.9 600.6 26,921.1 24,232.4 2,688.8 9.2

1993 ......... 296,016.4 205,651.1 187,784.9 17,866.2 60,508.5 9,500.7 1,502.1 48,802.2 703.6 29,850.3 26,900.3 2,949.9 6.5

1994 ......... 310,313.2 214,283.2 195,834.1 18,449.1 63,290.1 9,902.4 1,502.8 51,086.6 798.3 32,735.5 29,525.5 3,210.0 4.4

1995 ......... 325,578.2 223,576.7 204,548.9 19,027.8 66,235.7 10,326.5 1,528.4 53,488.6 892.2 35,762.8 32,292.0 3,470.8 3.0

1996 ......... 339,820.1 232,102.6 212,625.8 19,476.8 68,981.2 10,819.8 1,447.0 55,739.2 975.2 38,734.3 35,035.3 3,699.0 1.9

1997 ......... 354,640.1 241,904.0 221,961.4 19,942.6 71,490.0 11,187.5 1,416.4 57,842.3 1,043.9 41,244.8 37,410.3 3,834.5 1.2

1998 ......... 367,321.9 250,733.9 230,521.3 20,212.6 72,852.1 11,441.1 1,389.4 58,919.4 1,102.1 43,735.2 39,788.4 3,946.8 .8

1999 ......... 377,730.7 257,265.4 236,963.1 20,302.3 74,305.4 11,622.0 1,363.5 60,170.9 1,149.0 46,159.5 42,092.7 4,066.8 .5

2000 ......... 396,979.3 271,090.6 250,191.2 20,899.4 76,737.9 11,985.5 1,351.1 62,199.1 1,202.1 49,150.5 44,924.0 4,226.4 .3

2001-I....... 104,559.6 71,589.5 66,139.7 5,449.8 19,945.0 3,117.8 351.9 16,160.6 314.6 13,025.0 11,918.1 1,106.9 .1

2001-II ..... 105,074.2 71,863.4 66,407.2 5,456.2 20,042.4 3,158.1 341.0 16,225.8 317.5 13,168.3 12,043.2 1,125.1 (1)

2001-III.... 105,693.2 72,309.0 66,841.7 5,467.4 20,096.0 3,100.3 345.2 16,329.5 321.1 13,288.1 12,188.0 1,100.1 (1)

2001-IV.... 106,290.8 72,655.8 67,177.4 5,478.4 20,189.6 3,112.5 353.2 16,399.7 324.2 13,445.4 12,336.2 1,109.1 (1)

2002-I....... 109,590.7 74,801.4 69,177.1 5,624.3 20,796.7 3,239.9 355.7 16,865.9 335.1 13,992.6 12,834.9 1,157.7 (1)

2002-II ..... 110,229.3 75,155.7 69,520.1 5,635.6 20,905.5 3,281.9 345.0 16,940.6 338.0 14,168.0 12,987.7 1,180.3 (1)

2002-III.... 110,952.3 75,671.6 70,019.2 5,652.5 20,968.3 3,220.7 349.4 17,056.6 341.6 14,312.4 13,156.7 1,155.8 (1)

2002-IV.... 111,617.1 76,045.6 70,376.6 5,669.0 21,075.5 3,233.3 357.8 17,139.8 344.6 14,496.0 13,328.6 1,167.4 (1)

2003-I....... 115,235.4 78,379.5 72,549.1 5,830.4 21,736.2 3,368.7 361.0 17,650.1 356.4 15,119.6 13,897.5 1,222.1 (1)

2003-II ..... 115,949.7 78,764.8 72,919.1 5,845.6 21,847.4 3,412.0 350.5 17,725.4 359.6 15,337.6 14,089.5 1,248.1 (1)

2003-III.... 116,744.5 79,314.2 73,447.7 5,866.5 21,909.5 3,346.1 355.4 17,844.6 363.4 15,520.8 14,297.9 1,222.9 (1)

2003-IV.... 117,470.4 79,704.5 73,817.1 5,887.5 22,020.0 3,358.1 364.3 17,930.7 366.8 15,745.8 14,509.0 1,236.8 (1)

2004-I....... 121,445.0 82,253.7 76,190.8 6,062.9 22,735.2 3,502.3 368.3 18,484.6 379.9 16,456.1 15,158.0 1,298.0 (1)

2004-II ..... 122,285.4 82,730.9 76,653.9 6,077.0 22,860.3 3,547.8 357.8 18,571.0 383.7 16,694.2 15,366.5 1,327.6 (1)

2004-III.... 123,191.4 83,364.3 77,267.4 6,097.0 22,933.2 3,477.6 363.1 18,704.1 388.3 16,893.9 15,592.5 1,301.4 (1)

2004-IV.... 123,996.2 83,797.9 77,680.6 6,117.3 23,059.7 3,490.2 372.5 18,804.4 392.6 17,138.6 15,821.0 1,317.7 (1)

2005-I....... 128,365.1 86,598.7 80,294.1 6,304.5 23,837.5 3,643.7 377.2 19,409.1 407.4 17,929.0 16,543.0 1,386.0 (1)

2005-II ..... 129,314.6 87,163.6 80,845.0 6,318.6 23,962.4 3,691.0 366.6 19,493.4 411.4 18,188.6 16,769.1 1,419.6 (1)

2005-III.... 130,323.9 87,886.0 81,547.3 6,338.7 24,032.0 3,616.0 372.2 19,627.5 416.3 18,405.9 17,013.8 1,392.2 (1)

2005-IV.... 131,214.1 88,382.6 82,023.1 6,359.5 24,159.8 3,628.4 382.0 19,728.6 420.8 18,671.7 17,260.9 1,410.8 (1)

2006-I....... 135,998.2 91,451.4 84,890.3 6,561.2 24,997.3 3,791.6 387.3 20,381.4 437.0 19,549.4 18,062.5 1,486.9 (1)

2006-II ..... 137,004.7 92,045.4 85,467.0 6,578.4 25,131.9 3,840.1 376.6 20,474.2 441.0 19,827.4 18,303.2 1,524.1 (1)

2006-III.... 138,087.4 92,822.2 86,220.5 6,601.7 25,206.5 3,758.6 382.4 20,619.4 446.0 20,058.8 18,563.8 1,494.9 (1)

2006-IV.... 139,080.0 93,393.8 86,768.1 6,625.7 25,343.8 3,770.1 392.6 20,730.5 450.6 20,342.4 18,826.7 1,515.7 (1)

2007-I....... 144,329.6 96,762.1 89,916.7 6,845.4 26,256.5 3,942.8 398.6 21,447.2 467.9 21,311.0 19,711.5 1,599.6 (1)

2007-II ..... 145,405.9 97,389.0 90,521.7 6,867.4 26,415.2 3,992.2 387.6 21,564.3 471.1 21,601.8 19,961.8 1,639.9 (1)

2007-III.... 146,589.5 98,239.6 91,344.7 6,894.9 26,507.8 3,901.7 393.6 21,737.1 475.4 21,842.1 20,233.8 1,608.3 (1)

2007-IV.... 147,743.6 98,935.4 92,011.7 6,923.7 26,669.2 3,911.1 404.2 21,874.7 479.1 22,139.0 20,508.2 1,630.7 (1)

2008-I....... 153,432.2 102,605.1 95,449.4 7,155.7 27,647.6 4,089.5 410.5 22,651.1 496.6 23,179.5 21,458.4 1,721.1 (1)

2008-II ..... 154,696.3 103,386.6 96,208.6 7,178.0 27,831.1 4,139.9 399.2 22,792.3 499.8 23,478.6 21,713.9 1,764.8 (1)

2008-III.... 156,085.6 104,418.4 97,212.5 7,205.9 27,943.1 4,039.4 405.5 22,994.1 504.1 23,724.1 21,993.2 1,730.9 (1)

2008-IV.... 157,476.3 105,312.2 98,076.1 7,236.1 28,133.3 4,046.8 416.4 23,162.1 507.9 24,030.8 22,275.7 1,755.1 (1)

2009-I....... 163,695.2 109,379.5 101,900.7 7,478.7 29,186.0 4,231.0 422.9 24,006.0 526.2 25,129.7 23,277.2 1,852.5 (1)

2009-II ..... 165,169.6 110,377.8 102,875.8 7,501.9 29,397.8 4,283.5 411.2 24,174.1 529.0 25,394.0 23,494.5 1,899.5 (1)

2009-III.... 166,802.5 111,663.9 104,132.9 7,531.1 29,535.6 4,175.9 417.5 24,409.2 533.0 25,603.0 23,740.0 1,863.0 (1)

2009-IV.... 168,484.3 112,842.9 105,279.1 7,563.8 29,761.6 4,183.1 428.7 24,613.2 536.5 25,879.9 23,990.7 1,889.1 (1)

2010-I....... 175,221.3 117,295.6 109,478.5 7,817.1 30,891.4 4,373.7 435.3 25,527.1 555.3 27,034.3 25,040.3 1,994.0 (1)

2010-II ..... 176,637.5 118,190.4 110,352.6 7,837.8 31,113.1 4,428.5 423.3 25,703.2 558.1 27,334.0 25,289.2 2,044.9 (1)

2010-III.... 178,327.1 119,493.9 111,629.1 7,864.8 31,259.7 4,316.7 430.0 25,950.9 562.1 27,573.5 25,567.6 2,005.9 (1)

2010-IV.... 180,269.6 120,885.0 112,989.3 7,895.8 31,499.0 4,324.5 441.6 26,167.2 565.6 27,885.6 25,851.4 2,034.2 (1)

1 Less than $50,000.
OASDI Dollars

215

Sources: 

• All detail columns shown earlier.

• Total amounts computed by addition of corresponding detail.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table III.E34.—Summary of OASDI Non-Current-Payment Benefits

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

death

payTotal mentsRetired

workers Dependents Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Dependents

1975 ........ $2,903.4 $1,010.0 $854.7 $155.3 $507.6 $307.1 $46.5 $129.3 $24.7 $1,049.7 $817.6 $232.2 -$1.0 $337.0

1976 ........ 3,159.3 1,132.4 958.8 173.6 548.0 316.2 53.2 161.1 17.5 1,147.1 892.8 254.3 -.7 332.5

1977 ........ 3,552.7 1,273.9 1,020.0 253.9 646.0 293.6 44.3 289.0 19.1 1,321.1 1,039.5 281.6 -.3 312.0

1978 ........ 2,759.8 814.8 609.8 205.0 490.6 262.4 37.2 172.4 18.6 1,109.5 831.8 277.7 .5 344.5

1979 ........ 2,611.5 763.5 554.6 208.9 440.8 254.6 33.9 135.3 17.1 1,067.8 791.3 276.5 -.2 339.6

1980 ........ 2,507.9 562.9 389.8 173.1 329.5 265.7 29.2 17.9 16.7 1,221.7 914.0 307.7 -.7 394.4

1981 ........ 3,520.0 1,330.6 1,068.6 262.0 486.0 314.4 36.5 117.6 17.6 1,372.2 1,054.5 317.7 -1.2 332.5

1982 ........ 3,339.0 1,487.5 1,250.7 236.8 420.5 282.4 26.7 95.9 15.5 1,228.8 978.8 250.0 -.9 203.3

1983 ........ 5,189.5 2,489.2 2,154.1 335.0 629.8 295.4 38.2 274.6 21.6 1,865.5 1,545.2 320.3 -.4 205.4

1984 ........ 4,060.8 1,516.4 1,303.9 212.5 472.5 257.3 29.8 156.9 28.5 1,861.0 1,552.1 309.0 -.6 211.5

1985 ........ 3,712.9 1,001.2 776.7 224.5 497.5 243.5 28.6 196.7 28.7 2,007.6 1,678.9 328.7 -.9 207.5

1986 ........ 3,539.8 747.7 549.0 198.7 419.0 234.2 25.5 127.0 32.4 2,170.0 1,833.0 336.9 .2 202.9

1987 ........ 3,431.7 542.0 364.4 177.6 397.4 233.1 24.2 111.6 28.4 2,290.1 1,944.0 346.1 -.8 203.1

1988 ........ 3,663.8 571.6 415.2 156.4 475.2 315.3 33.8 97.7 28.4 2,409.0 2,045.4 363.6 -.2 208.1

1989 ........ 4,194.1 1,004.5 812.7 191.7 470.1 293.6 30.7 115.0 30.7 2,513.8 2,151.2 362.6 -.7 206.5

1990 ........ 4,599.4 1,009.5 816.5 193.1 515.5 302.2 30.9 148.7 33.7 2,869.4 2,470.4 399.1 -.6 205.6

1991 ........ 5,139.5 936.0 747.4 188.6 558.1 310.6 32.4 142.4 72.7 3,443.9 2,982.9 461.0 -.5 202.0

1992 ........ 5,914.9 963.8 767.6 196.2 576.1 317.2 31.5 142.7 84.6 4,170.1 3,623.4 546.7 -.6 205.5

1993 ........ 6,385.7 707.6 655.1 52.5 716.7 396.1 44.5 159.2 117.0 4,747.4 4,012.4 735.0 -.5 214.5

1994 ........ 6,521.3 608.1 566.1 42.0 712.4 390.8 48.2 159.2 114.3 4,981.3 4,185.0 796.3 -.6 220.0

1995 ........ 7,002.3 801.5 766.4 35.1 847.4 390.2 45.1 297.6 114.5 5,135.4 4,318.2 817.3 -.4 218.5

1996 ........ 7,268.2 834.1 797.1 37.0 777.4 397.4 39.2 232.1 108.8 5,439.7 4,590.0 849.7 -.5 217.5

1997 ........ 7,330.3 1,685.8 1,592.5 93.3 1,014.8 472.4 49.3 379.0 114.2 4,414.5 3,672.5 742.0 -.7 215.8

1998 ........ 7,668.8 1,925.0 1,802.5 122.5 1,088.3 494.8 45.7 427.3 120.5 4,438.3 3,678.6 759.7 -.5 217.7

1999 ........ 8,037.4 1,619.9 1,515.4 104.5 1,030.8 503.5 51.2 357.4 118.7 5,171.5 4,366.0 805.5 -.7 215.9

2000 ........ 10,665.5 3,553.9 3,351.2 202.7 1,110.5 546.2 55.0 393.0 116.3 5,787.8 4,923.5 864.3 -.8 214.1

2001-I...... 2,296.7 488.1 464.7 23.3 249.5 133.6 10.9 75.7 29.4 1,499.1 1,274.1 225.0 (1) 60.0

2001-II .... 2,439.0 578.8 548.2 30.6 304.8 135.2 14.6 121.3 33.7 1,499.0 1,273.6 225.5 (1) 56.4

2001-III ... 2,121.6 302.3 276.8 25.4 262.3 119.8 15.0 95.6 31.9 1,503.8 1,277.4 226.4 (1) 53.1

2001-IV... 2,259.4 460.3 422.5 37.8 237.6 125.7 12.1 73.3 26.5 1,512.6 1,285.0 227.6 (1) 48.8

2002-I...... 2,435.5 534.1 508.6 25.5 264.0 141.3 11.5 80.1 31.1 1,577.1 1,340.0 237.2 (1) 60.3

2002-II .... 2,588.1 631.9 598.5 33.4 322.4 143.0 15.4 128.3 35.7 1,577.1 1,340.0 237.2 (1) 56.7

2002-III ... 2,238.9 330.8 302.9 27.9 277.5 126.7 15.9 101.1 33.8 1,577.1 1,340.0 237.2 (1) 53.4

2002-IV... 2,367.9 490.5 449.8 40.7 251.1 132.8 12.8 77.5 28.0 1,577.1 1,340.0 237.2 (1) 49.1

2003-I...... 2,608.5 560.4 533.6 26.8 272.8 146.0 11.9 82.7 32.1 1,714.7 1,456.8 257.9 (1) 60.7

2003-II .... 2,767.6 662.7 627.8 35.0 333.1 147.8 15.9 132.5 36.9 1,714.7 1,456.8 257.9 (1) 57.1

2003-III ... 2,402.1 347.0 317.8 29.2 286.7 130.9 16.4 104.5 34.9 1,714.7 1,456.8 257.9 (1) 53.8

2003-IV... 2,536.5 512.8 470.2 42.6 259.6 137.3 13.2 80.1 28.9 1,714.7 1,456.8 257.9 (1) 49.4

2004-I...... 2,820.2 611.2 582.1 29.2 286.4 153.3 12.5 86.9 33.7 1,861.4 1,581.5 279.9 (1) 61.1

2004-II .... 2,990.0 721.4 683.3 38.1 349.8 155.2 16.7 139.2 38.7 1,861.4 1,581.5 279.9 (1) 57.4

2004-III ... 2,595.0 378.3 346.4 31.9 301.1 137.5 17.2 109.7 36.7 1,861.4 1,581.5 279.9 (1) 54.1

2004-IV... 2,729.7 546.0 500.2 45.8 272.5 144.1 13.9 84.1 30.4 1,861.4 1,581.5 279.9 (1) 49.7

2005-I...... 3,045.0 660.9 629.4 31.6 297.6 159.3 13.0 90.3 35.0 2,024.9 1,720.4 304.5 (1) 61.5

2005-II .... 3,225.0 778.7 737.6 41.1 363.5 161.3 17.4 144.6 40.2 2,024.9 1,720.4 304.5 (1) 57.8

2005-III ... 2,801.2 408.9 374.5 34.5 312.9 142.9 17.9 114.0 38.1 2,024.9 1,720.4 304.5 (1) 54.5

2005-IV... 2,937.4 579.2 530.3 48.9 283.3 149.8 14.4 87.4 31.6 2,024.9 1,720.4 304.5 (1) 50.0

2006-I...... 3,273.0 701.5 668.0 33.5 315.8 169.1 13.8 95.8 37.2 2,193.7 1,863.8 329.9 (1) 61.9

2006-II .... 3,463.5 825.9 782.3 43.6 385.7 171.1 18.4 153.5 42.7 2,193.7 1,863.8 329.9 (1) 58.2

2006-III ... 3,014.6 433.9 397.4 36.6 332.0 151.6 19.0 121.0 40.4 2,193.7 1,863.8 329.9 (1) 54.8

2006-IV... 3,153.4 609.0 557.4 51.6 300.3 158.8 15.3 92.7 33.5 2,193.7 1,863.8 329.9 (1) 50.4

2007-I...... 3,522.7 758.1 721.9 36.2 339.6 181.8 14.8 103.0 40.0 2,362.6 2,007.3 355.3 (1) 62.4

2007-II .... 3,727.1 891.2 844.2 47.0 414.6 183.9 19.8 165.0 45.9 2,362.6 2,007.3 355.3 (1) 58.6

2007-III ... 3,243.7 468.8 429.3 39.5 357.0 163.0 20.4 130.1 43.5 2,362.6 2,007.3 355.3 (1) 55.2

2007-IV... 3,381.8 646.2 591.1 55.1 322.2 170.3 16.4 99.6 36.0 2,362.6 2,007.3 355.3 (1) 50.8

2008-I...... 3,834.3 866.1 824.8 41.3 360.5 192.9 15.7 109.3 42.4 2,544.9 2,162.2 382.7 (1) 62.8

2008-II .... 4,058.5 1,014.5 961.0 53.5 440.1 195.2 21.0 175.2 48.7 2,544.9 2,162.2 382.7 (1) 59.1

2008-III ... 3,514.9 535.4 490.3 45.2 378.9 173.0 21.7 138.1 46.1 2,544.9 2,162.2 382.7 (1) 55.6

2008-IV... 3,643.5 705.7 644.5 61.2 341.7 180.5 17.4 105.6 38.2 2,544.9 2,162.2 382.7 (1) 51.1

2009-I...... 4,192.1 1,011.4 963.1 48.3 380.0 203.4 16.6 115.3 44.7 2,737.4 2,325.7 411.7 (1) 63.3

2009-II .... 4,440.7 1,179.8 1,117.6 62.2 463.9 205.8 22.2 184.7 51.4 2,737.4 2,325.7 411.7 (1) 59.5

2009-III ... 3,818.0 625.0 572.2 52.8 399.5 182.4 22.8 145.6 48.6 2,737.4 2,325.7 411.7 (1) 56.1

2009-IV... 3,930.6 781.7 712.5 69.2 360.0 190.1 18.3 111.3 40.3 2,737.4 2,325.7 411.7 (1) 51.5

2010-I...... 4,474.5 1,067.5 1,016.6 50.9 393.3 210.5 17.2 119.3 46.3 2,949.9 2,506.3 443.6 (1) 63.9

2010-II .... 4,734.8 1,244.8 1,179.1 65.6 480.1 212.9 22.9 191.1 53.1 2,949.9 2,506.3 443.6 (1) 60.0

2010-III ... 4,079.4 659.6 603.9 55.7 413.4 188.8 23.6 150.7 50.3 2,949.9 2,506.3 443.6 (1) 56.6

2010-IV... 4,194.9 820.4 747.6 72.8 372.7 196.8 18.9 115.2 41.7 2,949.9 2,506.3 443.6 (1) 52.0

1 Between -$50,000 and $50,000.
Benefit Payments

216

Source: All figures computed by addition of corresponding figures in two preceding tables.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A8 and V.B8 for low-cost and high-cost alternatives, respectively.

Table III.E35.—Summary of OASDI Benefit Payments

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

death

payTotal mentsRetired

workers Dependents Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Dependents

1975......... $66,922.9 $42,460.5 $38,114.8 $4,345.7 $15,514.6 $4,887.9 $1,009.2 $9,434.3 $183.3 $8,413.9 $6,907.6 $1,506.3 $196.9 $337.0

1976......... 75,664.6 47,935.4 43,082.3 4,853.1 17,256.8 5,336.3 1,113.4 10,594.7 212.5 9,965.7 8,190.1 1,775.6 174.2 332.5

1977......... 84,575.8 53,574.3 48,186.0 5,388.4 19,069.7 5,758.9 1,190.7 11,879.1 241.1 11,462.6 9,456.5 2,006.2 157.1 312.0

1978......... 92,865.2 59,159.2 53,254.9 5,904.3 20,706.8 6,093.2 1,284.2 13,064.3 265.1 12,512.9 10,314.8 2,198.1 141.8 344.5

1979......... 104,263.4 66,947.3 60,378.9 6,568.4 23,140.4 6,607.6 1,409.0 14,838.9 284.9 13,707.7 11,332.8 2,374.8 128.3 339.6

1980......... 120,511.9 78,003.6 70,484.7 7,518.9 26,557.3 7,389.4 1,572.2 17,283.1 312.5 15,437.5 12,816.5 2,621.0 119.2 394.4

1981......... 140,994.8 92,570.5 83,739.2 8,831.3 30,782.3 8,307.2 1,760.1 20,375.3 339.7 17,199.4 14,378.8 2,820.6 110.1 332.5

1982......... 156,137.3 104,977.1 95,250.3 9,726.8 33,519.9 8,203.9 1,860.8 23,105.7 349.5 17,337.5 14,810.2 2,527.3 99.6 203.3

1983......... 167,032.6 114,128.4 103,697.0 10,431.4 35,083.8 7,911.2 1,771.1 25,056.9 344.6 17,530.2 15,195.7 2,334.5 84.7 205.4

1984......... 175,762.1 121,046.0 110,092.6 10,953.4 36,533.9 7,775.1 1,474.0 26,887.7 397.1 17,900.1 15,622.7 2,277.4 70.6 211.5

1985......... 186,195.4 128,476.6 116,819.6 11,657.0 38,618.6 7,761.8 1,473.6 28,962.9 420.3 18,835.9 16,482.6 2,353.3 56.9 207.5

1986......... 196,691.2 135,902.1 123,583.7 12,318.3 40,692.6 7,842.9 1,457.2 30,959.0 433.4 19,846.8 17,409.1 2,437.7 46.9 202.9

1987......... 204,155.6 141,293.5 128,513.1 12,780.4 42,111.9 7,846.1 1,387.8 32,443.9 434.1 20,511.5 18,053.4 2,458.1 35.7 203.1

1988......... 217,213.9 150,497.6 136,986.9 13,510.7 44,787.5 8,120.1 1,392.3 34,828.6 446.5 21,692.2 19,164.7 2,527.4 28.5 208.1

1989......... 230,850.3 160,330.7 146,026.9 14,303.8 47,418.5 8,253.9 1,400.8 37,304.9 459.0 22,873.4 20,314.5 2,558.9 21.3 206.5

1990......... 247,796.1 172,025.4 156,756.1 15,269.4 50,745.8 8,564.0 1,437.3 40,264.5 480.0 24,803.3 22,113.5 2,689.8 16.1 205.6

1991......... 268,097.9 185,533.3 169,142.1 16,391.2 54,688.8 9,021.7 1,489.7 43,607.9 569.6 27,661.7 24,737.7 2,924.0 12.1 202.0

1992......... 286,030.6 196,676.5 179,372.4 17,304.0 58,048.8 9,431.4 1,520.7 46,411.6 685.1 31,091.2 27,855.8 3,235.4 8.7 205.5

1993......... 302,402.1 206,358.7 188,439.9 17,918.8 61,225.3 9,896.8 1,546.6 48,961.4 820.6 34,597.7 30,912.8 3,684.9 6.0 214.5

1994......... 316,834.5 214,891.3 196,400.2 18,491.1 64,002.6 10,293.2 1,551.0 51,245.8 912.6 37,716.8 33,710.5 4,006.2 3.8 220.0

1995......... 332,580.5 224,378.2 205,315.3 19,062.8 67,083.1 10,716.7 1,573.4 53,786.2 1,006.8 40,898.2 36,610.2 4,288.1 2.6 218.5

1996......... 347,088.3 232,936.7 213,422.9 19,513.8 69,758.7 11,217.2 1,486.1 55,971.3 1,084.0 44,173.9 39,625.3 4,548.7 1.4 217.5

1997......... 361,970.4 243,589.8 223,553.9 20,035.9 72,504.9 11,659.9 1,465.7 58,221.3 1,158.0 45,659.3 41,082.8 4,576.5 .6 215.8

1998......... 374,990.7 252,659.0 232,323.9 20,335.1 73,940.4 11,936.0 1,435.2 59,346.7 1,222.6 48,173.4 43,467.0 4,706.4 .3 217.7

1999......... 385,768.2 258,885.3 238,478.5 20,406.8 75,336.2 12,125.5 1,414.8 60,528.3 1,267.8 51,331.0 46,458.7 4,872.3 -.2 215.9

2000......... 407,644.8 274,644.5 253,542.4 21,102.1 77,848.4 12,531.7 1,406.2 62,592.1 1,318.4 54,938.3 49,847.5 5,090.7 -.6 214.1

2001-I ...... 106,856.2 72,077.6 66,604.5 5,473.1 20,194.5 3,251.4 362.8 16,236.3 344.0 14,524.1 13,192.1 1,331.9 .1 60.0

2001-II..... 107,513.2 72,442.2 66,955.4 5,486.8 20,347.2 3,293.3 355.6 16,347.0 351.3 14,667.3 13,316.7 1,350.6 (1) 56.4

2001-III ... 107,814.7 72,611.3 67,118.5 5,492.8 20,358.3 3,220.1 360.2 16,425.1 353.0 14,791.9 13,465.4 1,326.5 (1) 53.1

2001-IV ... 108,550.3 73,116.1 67,599.9 5,516.2 20,427.3 3,238.2 365.3 16,473.1 350.7 14,958.0 13,621.2 1,336.7 (1) 48.8

2002-I ...... 112,026.2 75,335.5 69,685.7 5,649.8 21,060.6 3,381.2 367.3 16,946.0 366.2 15,569.7 14,174.8 1,394.9 (1) 60.3

2002-II..... 112,817.3 75,787.6 70,118.6 5,669.0 21,227.9 3,424.9 360.4 17,068.9 373.6 15,745.1 14,327.7 1,417.5 (1) 56.7

2002-III ... 113,191.2 76,002.4 70,322.1 5,680.3 21,245.8 3,347.4 365.3 17,157.8 375.3 15,889.6 14,496.6 1,392.9 (1) 53.4

2002-IV ... 113,984.9 76,536.1 70,826.3 5,709.7 21,326.6 3,366.1 370.6 17,217.3 372.6 16,073.2 14,668.6 1,404.6 (1) 49.1

2003-I ...... 117,843.9 78,939.9 73,082.8 5,857.2 22,009.0 3,514.7 372.9 17,732.8 388.5 16,834.3 15,354.3 1,480.0 (1) 60.7

2003-II..... 118,717.3 79,427.5 73,546.9 5,880.6 22,180.5 3,559.8 366.4 17,857.9 396.4 17,052.2 15,546.3 1,506.0 (1) 57.1

2003-III ... 119,146.6 79,661.2 73,765.4 5,895.7 22,196.2 3,477.0 371.8 17,949.1 398.3 17,235.5 15,754.8 1,480.8 (1) 53.8

2003-IV ... 120,006.8 80,217.3 74,287.2 5,930.1 22,279.6 3,495.5 377.6 18,010.9 395.7 17,460.5 15,965.8 1,494.7 (1) 49.4

2004-I ...... 124,265.2 82,865.0 76,772.9 6,092.1 23,021.6 3,655.6 380.8 18,571.5 413.6 18,317.5 16,739.6 1,578.0 (1) 61.1

2004-II..... 125,275.4 83,452.3 77,337.2 6,115.1 23,210.1 3,703.0 374.6 18,710.2 422.4 18,555.6 16,948.0 1,607.6 (1) 57.4

2004-III ... 125,786.4 83,742.6 77,613.8 6,128.8 23,234.3 3,615.1 380.3 18,813.9 425.0 18,755.4 17,174.0 1,581.4 (1) 54.1

2004-IV ... 126,725.9 84,343.9 78,180.8 6,163.1 23,332.2 3,634.3 386.4 18,888.5 423.0 19,000.1 17,402.5 1,597.6 (1) 49.7

2005-I ...... 131,410.1 87,259.6 80,923.5 6,336.1 24,135.1 3,803.1 390.2 19,499.4 442.5 19,953.9 18,263.4 1,690.5 (1) 61.5

2005-II..... 132,539.6 87,942.3 81,582.7 6,359.7 24,325.9 3,852.2 384.0 19,638.1 451.6 20,213.5 18,489.5 1,724.1 (1) 57.8

2005-III ... 133,125.1 88,294.9 81,921.8 6,373.2 24,344.9 3,758.9 390.1 19,741.5 454.4 20,430.9 18,734.2 1,696.7 (1) 54.5

2005-IV ... 134,151.5 88,961.8 82,553.3 6,408.4 24,443.1 3,778.3 396.4 19,816.0 452.4 20,696.6 18,981.3 1,715.3 (1) 50.0

2006-I ...... 139,271.1 92,152.9 85,558.3 6,594.7 25,313.2 3,960.6 401.1 20,477.2 474.2 21,743.1 19,926.4 1,816.8 (1) 61.9

2006-II..... 140,468.3 92,871.3 86,249.3 6,622.0 25,517.6 4,011.2 395.0 20,627.6 483.7 22,021.1 20,167.1 1,854.0 (1) 58.2

2006-III ... 141,102.0 93,256.1 86,617.8 6,638.3 25,538.5 3,910.3 401.4 20,740.4 486.4 22,252.5 20,427.7 1,824.8 (1) 54.8

2006-IV ... 142,233.4 94,002.8 87,325.5 6,677.3 25,644.1 3,928.9 407.9 20,823.2 484.1 22,536.1 20,690.5 1,845.6 (1) 50.4

2007-I ...... 147,852.3 97,520.2 90,638.6 6,881.6 26,596.0 4,124.6 413.4 21,550.2 507.9 23,673.7 21,718.8 1,954.8 (1) 62.4

2007-II..... 149,133.0 98,280.2 91,365.8 6,914.4 26,829.8 4,176.1 407.4 21,729.3 517.0 23,964.4 21,969.2 1,995.2 (1) 58.6

2007-III ... 149,833.3 98,708.5 91,774.0 6,934.5 26,864.8 4,064.7 414.0 21,867.2 518.9 24,204.8 22,241.1 1,963.6 (1) 55.2

2007-IV ... 151,125.4 99,581.6 92,602.8 6,978.8 26,991.4 4,081.4 420.6 21,974.3 515.1 24,501.6 22,515.6 1,986.0 (1) 50.8

2008-I ...... 157,266.5 103,471.2 96,274.2 7,197.0 28,008.1 4,282.5 426.2 22,760.4 539.1 25,724.4 23,620.6 2,103.8 (1) 62.8

2008-II..... 158,754.8 104,401.1 97,169.5 7,231.5 28,271.2 4,335.0 420.2 22,967.4 548.5 26,023.5 23,876.1 2,147.5 (1) 59.1

2008-III ... 159,600.5 104,953.9 97,702.8 7,251.1 28,322.0 4,212.4 427.1 23,132.2 550.2 26,269.0 24,155.4 2,113.6 (1) 55.6

2008-IV ... 161,119.8 106,017.9 98,720.6 7,297.3 28,475.0 4,227.3 433.8 23,267.8 546.1 26,575.7 24,437.9 2,137.8 (1) 51.1

2009-I ...... 167,887.3 110,390.8 102,863.8 7,527.0 29,566.1 4,434.4 439.5 24,121.3 570.9 27,867.1 25,602.9 2,264.2 (1) 63.3

2009-II..... 169,610.2 111,557.6 103,993.4 7,564.2 29,861.7 4,489.2 433.3 24,358.8 580.3 28,131.4 25,820.3 2,311.2 (1) 59.5

2009-III ... 170,620.5 112,288.9 104,705.1 7,583.8 29,935.1 4,358.3 440.4 24,554.8 581.7 28,340.4 26,065.7 2,274.7 (1) 56.1

2009-IV ... 172,414.9 113,624.5 105,991.5 7,633.0 30,121.6 4,373.2 447.0 24,724.6 576.8 28,617.3 26,316.5 2,300.8 (1) 51.5

2010-I ...... 179,695.9 118,363.1 110,495.1 7,868.0 31,284.6 4,584.2 452.4 25,646.4 601.6 29,984.2 27,546.6 2,437.6 (1) 63.9

2010-II..... 181,372.4 119,435.2 111,531.8 7,903.5 31,593.2 4,641.4 446.3 25,894.3 611.2 30,283.9 27,795.4 2,488.5 (1) 60.0

2010-III ... 182,406.5 120,153.5 112,232.9 7,920.5 31,673.1 4,505.4 453.6 26,101.6 612.5 30,523.4 28,073.9 2,449.5 (1) 56.6

2010-IV ... 184,464.5 121,705.4 113,736.9 7,968.6 31,871.6 4,521.4 460.5 26,282.5 607.3 30,835.5 28,357.6 2,477.8 (1) 52.0

1 Less than $50,000.
217

OASDI Dollars

Figure 4.—Summary of OASDI Benefit Payments, Calendar Year 2000

[In billions]

1 Survivors benefit payments include lump-sum death payments in the amount of $0.2 billion.

Spouses

$0.4

(0.8%)

Disabled workers

$49.8

(90.7%)

Children

$4.7

(8.5%)

Aged widow(er)s

& parents

$62.6

(80.4%)

Children

$12.5

(16.1%)

Mothers

& fathers

$1.4

(1.8%)

Disabled

widow(er)s

$1.3

(1.7%)

Retired workers

$253.5

(92.3%)

Spouses

$19.0

(6.9%)

Children

$2.1

(0.8%)

Disabled workers

& dependents

$54.9

(13.5%)

Survivors1

$78.1

(19.1%)

Retired workers

& dependents

$274.6

(67.4%)
TF Income & Outgo

218

IV. TRUST FUND INCOME AND OUTGO

This section describes the items of OASI and DI Trust Funds

income, outgo (other than benefit payments), and the resulting progress of funds.

A. TRUST FUND INCOME

Income to the OASI and DI Trust Funds can be grouped into

four main categories: 

• Contributions—Includes payroll taxes (FICA), selfemployment taxes (SECA), State deposit revenue,

adjustments, and refunds;

• Income tax—Income from the taxation of benefits;

• General fund revenue—Reimbursements from the general fund of the Treasury for military service and certain

uninsured people who attained age 72 before 1968; and

• Interest and adjustments—Investment income earned by

the assets of the trust funds; “gifts” may also be

included in this category, which totalled roughly

$604,000 for OASI and $44,000 for DI in 1999, but

were negligible in 2000.

Payroll tax collections for 2000 amounted to $492.5 billion

(86.6 percent of total OASDI income); revenue from taxation

of benefits was $12.3 billion (2.2 percent); general fund revenue was -$828 million (-0.1 percent); and interest income

was $64.5 billion (11.3 percent). A net transfer from the trust

funds to the general fund occurred in 2000 as a result of a

quinquennial adjustment for pre-1957 military service. Figure 5 presents income of the combined OASI and DI Trust

Funds for calendar year 2000.

1. FICA and SECA

Contributions are appropriated to the trust funds monthly,

based on the estimated portion of payments made to the general fund of the Treasury under the Federal Insurance Contributions Act (FICA) and the Self-Employment Contributions

Act (SECA). Table IV.1 shows the tax rates specified by law.

The employee and employer rates are applied to taxable

wages, while the self-employed rates are applied to taxable

self-employment earnings.

The employer deducts the employee tax at the time wages

are paid, then remits the combined employee-employer taxes

periodically to the IRS—reporting frequency depends on the

size and type of employer. Self-employed must pay the estimated self-employment tax quarterly to the IRS. Any balance due is remitted with the Federal income tax return.

In 1984, a credit of 0.3 percent was allowed against

employee FICA taxes, reducing the net OASDI employee tax

rate to 5.4 percent. Similarly, various credits were allowed

against SECA taxes during the period 1984-1989. After

1989, the credit was replaced with special deduction provisions designed to treat the self-employed in much the same

way as employees and employers for Social Security tax purposes. The model estimates future monthly appropriations by

applying present law tax rates to projected taxable earnings

covered under FICA and SECA, subject to the contributions

and benefit base. 

2. State Deposits

The tax rates also apply under State agreements for coverage

of State and local government employees. Prior to 1987,

amounts received under State agreements had been counted

as a separate category. In 1987 and later, these amounts are

included with FICA receipts. “State deposits” received after

1987 are actually adjustments to amounts for prior years.

3. Adjustments

In addition to current monthly appropriations, the model

projects adjustments to prior monthly appropriations based

on actual data received by the Department of the Treasury.

For example, estimates of quarterly adjustments are made to

account for reporting lags encountered in the communication

of self-employment earnings and resulting SECA cash flows.

Adjustments may be positive or negative, depending on how

actual experience compares to the initial estimate.

4. Refunds

Wages are taxable only up to the contribution and benefit

base for a particular year. Since each employer must withhold employee tax up to the wage base, an employee who

works for two or more employers may not be liable for all

the taxes withheld. Such an employee can claim the excess

withholdings as a tax credit on the Federal tax return.

Amounts are transferred annually from the trust funds to the

general fund of the Treasury. Refunds are projected as a fraction of wages which are taxable under FICA and paid in

excess of the wage base.

Tables IV.2 and IV.3 show historical and projected FICA and

SECA appropriations, State deposits, adjustments, and

refunds for OASI and DI Trust Funds, respectively.

5. Taxation of Benefits

During the period 1984-93, up to 50 percent of an OASI or

DI benefit may have been subject to Federal income tax,

with the proceeds credited to the appropriate fund. Beginning in 1994, up to 85 percent of OASDI benefits may be

taxed if total income exceeds certain levels. Tax on the first

50 percent of benefits is allocated to the appropriate OASI or

DI Trust Fund; tax on the fraction of benefits over 50 percent

and up to 85 percent is transferred to the Medicare Hospital

Insurance (HI) Trust Fund.

Estimated income taxes from the general fund of the Treasury are credited to the trust funds at various times throughout the year. The OASI and DI Trust Funds receive
TF Income & Outgo

219

appropriations in advance, at the beginning of each calendar

quarter. The HI Trust Fund receives appropriations on the

15th of each month of January, April, June, and September.

No provision is made for reimbursement to the general fund

for interest costs associated with the transfers. Subsequent

adjustments are made based on the actual amounts as shown

on annual tax records.

Table IV.4 shows the income from taxation of benefits that is

credited to the OASI and DI Trust Funds. Amounts credited

to the HI Trust Fund are not shown. The fraction of OASDI

benefits that are taxable is projected to increase steadily as

an increasing percentage of taxpayers exceed the stipulated

income levels. On the other hand, the average tax rate that

may apply to OASDI benefits has been declining—the significant reduction in 1987 was a result of the Tax Reform Act

of 1986 (Public Law 99-514). Estimates for the fraction of

OASDI benefits taxable and the average marginal tax rates

are prepared by the Office of Tax Analysis (OTA), and are

based on personal income for a sample of recent tax returns.

Nonresident Aliens

A provision of the 1983 amendments called for a tax withholding on 50 percent of monthly OASDI benefits paid to

nonresident aliens after December 31, 1983. In 1994, the

amount of the benefits subject to this withholding was

changed to 85 percent, effective with benefits paid after

December 31, 1994. U.S. citizens and residents of the following countries are exempt—or partially exempt—from

this tax: Canada, Egypt, Germany, India, Ireland, Israel,

Italy, Japan, Romania, Switzerland, United Kingdom, and

the United States. The proceeds of this taxation accrue only

to the OASI and DI Trust Funds.

For purposes of actual monthly withholding, 85 percent of

the monthly benefit is taxed at a rate of 30 percent. This

means 25.5 percent of monthly nonresident alien OASDI

benefits is withheld. The original 1983 amendments required

that 50 percent of the monthly benefit be taxed at a rate of 30

percent, resulting in 15 percent withholding for 1994 and

earlier.

Table IV.5 shows the amounts withheld from nonresident

aliens, which declined slightly through 1987 as the effect of

the provision was clarified and additional countries won full

or partial exemption from the provision. The amount withheld increased in 1995 due to the increase in the portion of

OASDI benefits subject to taxation; and again in 1996 due to

a change in the totalization agreement with Canada. In 1998,

the amount withheld dropped significantly due to the effectuation of various agreements with the countries listed above.

6. Military Service Payments

Work as a member of the U.S. Armed Forces has been covered by Social Security since January 1, 1957. Under certain

conditions, the worker may receive “wage credits” in addition to basic pay, for active duty or training. These credits are

subject to the contribution and benefit base, and are granted

in recognition that compensation in the armed forces consists

of basic pay augmented by various allowances. The deemed

amounts are noncontributory and may be granted as follows:

• For 1957-1977—$300 for each calendar quarter in

which the worker received any basic pay;

• For 1978 and later—$100 for each $300 in basic pay, up

to a maximum of $1,200 per calendar year.

Under certain conditions, noncontributory wage credits of

$160 may also be granted for each month in which a veteran

had active service during the World War II period (September 16, 1940-July 24, 1947), or post-World War II period

(July 25, 1947-December 31, 1956).

Annual payments are made from the general fund of the

Treasury to the OASI and DI Trust Funds representing

employer and employee contributions that would have been

paid on deemed wage credits if such credits were counted as

covered wages. In 1983, a change in the financing basis for

pre-1957 service resulted in a one-time transfer for past credits. These additional amounts represent the additional past

and future benefit payments and administrative costs—

adjusted for interest; less the accumulated value of past reimbursements for the costs associated with such credits.

Adjustments to the initial 1983 transfer were made in 1985,

1990, 1995, and 2000 to account for actual experience and

revised assumptions related to future experience. Additional

adjustments are expected to be made in the fourth quarter of

2005, and every fifth year thereafter.

Table IV.6 shows the payments due to military service credits. The 2000 adjustment for pre-1957 service is $415 million payable to the OASI Trust Fund; and $836 million

payable from the DI Trust Fund to the general fund. Due to

accounting complications, the OASI adjustment will be

made sometime in 2001.

7. Benefits to Uninsured Persons

Some older persons had little or no chance to become fully

insured for Social Security benefits during their working

lifetime. Special payments from the OASI Trust Fund may

be granted to uninsured persons who either: (i) attained age

72 before 1968, or (ii) attained age 72 in 1968 or later and

had three quarters of coverage for each year after 1966 and

before the year of attainment of age 72. Costs associated

with providing such benefits to persons having fewer than

three quarters of coverage (QCs) are reimbursable from the

general fund of the Treasury—as provided by section 228 of

the Social Security Act. So payments to those satisfying the

first condition are recoverable, provided they have fewer

than three QCs; payments to those satisfying the second condition are not recoverable, as they will necessarily have three

or more QCs.
TF Income & Outgo

220

Reimbursements are made on a fiscal year basis, accumulated with interest to the time of reimbursement—about 15

months after the end of the fiscal year. Table IV.7 shows the

reimbursements to the OASI Trust Fund for payments to

uninsured persons, all of whom attained age 72 before 1968

and have fewer than three QCs. Future reimbursements are

expected to be less than $50,000 per year.

8. Interest

Net investment income as a percent of total income to the

OASI and DI Trust Funds has risen from less than 2.0 percent in 1980, to 11.3 percent in 2000. Interest paid to the

trust funds is made up of: 

• Interest received on investments;

• Interest on interfund borrowings;

• Amortization of premium or discount;

• Interest on advance tax transfers; and

• Miscellaneous interest items.

Investment policy for the assets of the OASI and DI Trust

Funds is set by law, with the Secretary of the Treasury acting

as Managing Trustee. Income to the trust funds from payroll

taxes or other sources is invested when received—essentially

on a daily basis. Any income not immediately needed to pay

benefits or administrative expenses may be invested in any

interest-bearing security issued or guaranteed by the Federal

Government. Marketable securities include Treasury bonds,

notes, and bills; non-marketable securities called special

issues include short-term certificates of indebtedness (CIs)

and longer-term bonds issuable only to the trust funds1. As

of the end of 2000, all but $40.25 million in OASDI assets

are invested in special issues.

Special Issues

Interest rates on special issues are determined each month by

the Department of the Treasury as the average yield on all

marketable government obligations not due or callable for at

least 4 years from the date of determination. All new special

issue investments for a particular month receive the market

yield as calculated at the end of the previous month. Note

that beginning with new issues for January 1999, the Treasury determination for monthly rates changed; namely, callable securities trading above par are valued on a yield-to-call

basis. Prior to this time, Treasury procedure was to use the

yield-to-maturity on all securities, regardless of call features.

Most of the interest income from investments is received

semiannually on June 30 and December 31. Interest is also

received whenever investments are redeemed prior to maturity to pay regular monthly benefits or other expenses. At

these times, interest is credited from the time the issue is purchased—or the last interest payment date, if later—to the

time of redemption.

Special issues have specific maturity dates, but are redeemable at any time at par—their purchase price. Since both

principal and interest are guaranteed, trust fund assets bear

no risk with respect to changes in interest rates. The daily

receipts of the trust funds are invested immediately in CIs

which mature the following June 30, and so carry a term-tomaturity of less than one year. Each June 30, any outstanding

CIs are rolled over into the longer-term bonds with maturity

dates of June 30, ranging from 1 to 15 years in the future.

Marketable Securities

The trust funds are also permitted to invest in marketable

securities such as publicly traded Treasury bonds, or obligations of Federally sponsored organizations such as the Government National Mortgage Association (“Ginnie Mae”) and

the Federal National Mortgage Association (“Fannie Mae”).

These issues are bought and sold on the open market, so it is

possible for the trust funds to realize a capital gain or loss

upon the sale of such securities prior to maturity. Marketable

securities are normally held to maturity, and have not been

purchased since 1980.

Special accounting rules apply to securities bought at a premium—at a price greater than par value; or at a discount—at

a price less than par value. A bond purchased at a premium

would produce a capital loss at maturity since only the par

amount is returned to the bondholder. This loss is reflected in

the security’s yield. After each coupon payment, the bond’s

price will be gradually adjusted downward as the premium is

returned to the bondholder over time. As a result, the coupon

is not pure interest, but a combination of interest and return

of principal. This is called amortization of premium.

Similarly, a bond purchased at a discount would produce a

capital gain at maturity. In this case, the bond’s price is gradually adjusted upward and the periodic interest payment consists of the coupon plus a portion of the discount as the gain

is accumulated over time. This is called accumulation of discount. Amortization of premium or discount appears as a

separate item on the trust funds’ balance sheet.

As of December 2000, the DI Trust Fund has $40.25 million

in assets invested in marketable securities, while no marketables are held by the OASI Trust Fund. The model assumes no

future purchases of these securities, and the amount of future

premium or discount is negligible given the trust funds current holdings.

Interfund Borrowing

Section 201(l) of the Social Security Act authorized borrowing among the OASI, DI, and HI Trust Funds “when necessary” for financing the benefit payments. The timing and

amount of any loans are left to the discretion of the Managing Trustee, although authority to make new loans expired at

1 For a complete description of investment procedures, refer to Actuarial

Note No. 142: Social Security Trust Fund Investment Policies and Practices (Jeff Kunkel, January 1999).
TF Income & Outgo

221

the end of 1987. Loans were not allowed to be made from a

trust fund if its current assets represented less than 10 percent of the current annual rate of expenditures. The law also

specified that interest on borrowed amounts would be paid

monthly at a rate equivalent to what the loaned assets would

have earned as trust fund investments. A criteria for repaying

outstanding amounts was also provided.

Late in 1982, $17.5 billion was lent to the OASI Trust Fund

under these provisions—$12.4 billion came from the HI

Trust Fund, and $5.1 billion came from the DI Trust Fund.

Under the automatic-repayment provisions of the law, all

amounts were repaid by the end of April 1986. The following table summarizes the various interfund borrowing transactions:

There are currently no outstanding loan amounts, and the

model predicts no future interfund borrowing activity.

Advance Tax Transfers

The funding crisis in the early 1980s resulted in a provision

of the 1983 Amendments that changed the mechanism of

transferring estimated monthly tax receipts to the trust funds

by having the entire amount deposited on the first day of the

month. Such advance tax transfers ensured that more funds

would be available to pay benefits early in the month, thus

minimizing the redemption of bonds. The legislation also

provided that the trust funds would pay interest semiannually

to the general fund of the Treasury on what amounted to

monthly short-term loans. Congress amended the advance

tax transfer provisions in November 1990 so that transfers

would only be made to a fund if its assets were otherwise

insufficient to pay benefits.

Advance tax transfers were made from May 1983 through

November 1990. Based on the 2001 Trustees Report, such

transfers are not needed within the short-range projection

period for either of the OASI or DI Trust Funds, under each

of the low-cost, intermediate, and high-cost assumptions.

Miscellaneous

Miscellaneous interest items include administrative expenses

relating to interfund transfers, and interest relating to military service adjustments or trust fund activity precipitated by

legislative changes.

Table IV.8 shows the various components of net investment

income to the OASI and DI Trust Funds. Investment interest

is projected by simulating the activity of the trust funds over

time. For simplicity, the model assumes investment transactions occur on the 1st, 3rd, 15th, and 30th of each month2.

Bonds may be sold, and CIs may be bought or sold on these

dates as income is received and benefit payments are made,

depending on needs of the trust funds. Interest accrues from

the time of purchase, and is credited on June 30th and

December 31st. Interest credited in December is reinvested

in CIs at the December rate. Interest credited in June along

with principal from maturing CIs or other bonds are used to

buy new bonds at the June rate. The bonds carry maturities

of 1 to 15 years to achieve a uniform distribution over all

maturities.

When required to pay program costs, special issues are

redeemed in maturity-date order, beginning with the earliest

maturity date. Special issues with the same maturity date are

redeemed in interest-rate order, beginning with the lowest

rate. Special issues with both the same maturity date and

interest rate will be redeemed on a first-in-first-out (FIFO)

basis.

B. TRUST FUND OUTGO

Outgo from the OASI and DI Trust Funds can be grouped

into three main categories: 

• Benefit payments—Including current and retroactive

payments as discussed in section III, reimbursements for

unnegotiated checks, and vocational rehabilitation

expenses;

• Railroad interchange—Transfers made to the Railroad

Retirement Program; and

• Administrative expenses.

Benefit payments for 2000 amounted to $407.6 billion—

roughly 98.2 percent of total OASDI outgo; Railroad payments were $3.7 billion—0.9 percent; and administrative

expenses were $3.8 billion—0.9 percent. Figure 6 presents

outgo of the combined OASI and DI Trust Funds for calendar year 2000.

1. Unnegotiated Checks

The trust funds are debited the amount of a benefit check

around the time the check is issued. Before Public Law 100-

86, the trust funds were reimbursed the principal amount of

Transaction

and date

Lending fund

Total

DI

Trust

Fund

HI

Trust

Fund

Loans on—

November 5, 1982 $581.3 — $581.3

December 7, 1982 — $3,437.3 3,437.3

December 31, 1982 4,500.0 9,000.0 13,500.0

Total 5,081.3 12,437.3 17,518.5

Repayments on January 31, 1985 2,540.0 1,824.0 4,364.0

Balance on February 1, 1985 2,541.3 10,613.3 13,154.5

Repayment on January 31, 1986 — 10,613.3 10,613.3

Balance on February 1, 1986 2,541.3 — 2,541.3

Repayment on April 30, 1986 2,541.3 — 2,541.3

Balance on May 1, 1986 ———

2 In practice, trust fund transactions occur whenever funds become available

on almost every workday.
TF Income & Outgo

222

the check with interest, if the check had not been cashed

within 6 months—as set forth under Section 201 of the

Social Security Act. If a check was cashed after 6 months,

the trust funds were re-debited.

Public Law 100-86 revised government-wide procedures for

handling uncashed checks. Treasury checks issued before

October 1989 were negotiable until September 30, 1990;

then the checks were cancelled and the trust funds were

reimbursed. Treasury checks issued in October 1989 and

later are negotiable for 12 months:

• Checks cashed within the first 6 months—transaction is

complete and no interest is payable;

• Checks cashed in months 7-12—the appropriate trust

fund is reimbursed for interest lost in the period the

check was outstanding;

• Check is presented for payment after the 12th month—a

new check is issued;

• Check is left uncashed—the trust funds are reimbursed

with interest by the 14th month.

Table IV.9 shows reimbursements to the OASI and DI Trust

Funds for unnegotiated checks. These amounts reflect

checks issued before October 1989 and uncashed after 6

months, or checks issued in October 1989 and later and

uncashed after 12 months. The reimbursements for 1983

include estimated amounts for all uncashed checks issued

before 1983. The reimbursements for 1985 include an adjustment to the 1983 estimates. Figures for both years also

include a substantial amount of interest on the checks issued

before 1983—interest in all other years is much less due to

the shorter period of time between check issuance and reimbursement. The reimbursement for 1990 is relatively low due

to the transition in check-handling procedures.

2. Vocational Rehabilitation

Section 222(d) of the Social Security Act provides for payments from the OASI and DI Trust Funds for the cost of

vocational rehabilitation (VR) services provided to disabled

beneficiaries. The VR program is a public program administered by a State agency to help persons with physical or mental handicaps to become gainfully employed. Prior to the

1981 Amendments, costs associated with disabled workers

and disabled children of disabled workers were paid from the

DI Trust Fund; costs for disabled children of retired and

deceased workers, and for disabled widow(er)s, were paid

from the OASI Trust Fund. There have been no VR expenses

for OASI since 1983.

The 1981 Amendments changed the method of payment to

State agencies for rehabilitative services. Public Law 97-35

authorized the reimbursement of funds to agencies only for

the “successful rehabilitation” of beneficiaries. It requires a

determination of the effectiveness of services toward the

individual’s performance of substantial gainful activity.

The Ticket to Work and Work Incentives Improvement Act of

1999 (P.L. 106-170) created a program to better help disabled individuals return to work. Under the program, beneficiaries may obtain VR, employment, and other support

services from an employment network of their choice. In

turn, VR providers receive a percentage of the benefit payment savings to the trust fund for successful rehabilitation.

Providers may also be eligible for other incentive payments

for achieving work-effort milestones. As a result of these

provisions, VR expenses are projected to increase from

$62.9 million in 2000 (0.13 percent of total benefits) to

$302.6 million in 2010 (0.27 percent of total benefits). Table

IV.10 shows VR expenses paid from the OASI and DI Trust

Funds.

3. Railroad Board Interchange

Section 7(c)(2) of the Railroad Retirement Act of 1974 provides for a financial interchange between the Railroad

Retirement and Social Security programs. The interchange is

intended to place the OASDI—and HI—Trust Funds in the

same condition they would have been had railroad employment been covered by Social Security. Each year estimates

are made of the additional benefits and administrative

expenses that would have been paid from the trust funds, as

well as the additional payroll taxes and income taxes that

would have been received, with allowances for interest.

Transfers between the OASDI Trust Funds and the Railroad

Retirement program’s Social Security Equivalent Benefit

Account occur every June 1 based on experience in the prior

fiscal year. The principal amount for a particular year calculated as of September 30 includes:

• Estimated additional OASDI benefits that would have

been payable to railroad workers; plus—

• Estimated administrative expenses associated with those

benefits; minus—

• Estimated payroll taxes that would have been payable

on railroad earnings that would have been covered;

minus—

• Estimated income taxes that would have been payable

on the additional OASDI benefits; plus—

• Interest on the excess of: (i) additional benefits and

administrative expenses, over (ii) payroll and income

taxes, accumulated to the end of the fiscal year.

The principal amount is accumulated with interest and transferred the following June 1. Table IV.11 summarizes the

amounts transferred from the OASI and DI Trust Funds. The

determination of the OASI principal amount of $3,390.1 million for September 30, 1999 (paid June 1, 2000) is as follows:

• Benefit payments of $4,815.8 million; plus—

• Administrative expenses of $12.5 million; minus—

• Payroll taxes of $1,440.0 million; minus—

• Income taxes of $96.2 million; plus—

• Interest in the amount of $98.0 million.
TF Income & Outgo

223

Note that the interest amount shown in the table includes

interest on the prior year’s principal amount. For example,

the amount of $257.6 million for 1999 includes $98.0 million for interest on the excess of additional benefits over

taxes for the September 30, 1999 determination; and $159.6

million for interest on the principal amount of $3,521.8 million for the June 1, 1999 transfer.

Transfers from the OASI and DI Trust Funds are projected to

grow only slightly as a result of growth in Social Security

benefit payments to retired railroad workers. Little growth is

expected in payroll taxes from railroad workers.

4. Administrative Expenses

Expenses for administering the OASI and DI programs are

allocated and charged directly to each trust fund. Table IV.12

shows the ratio of net administrative expenses to benefit payments, as well as nominal dollar amounts.

Estimates for the first several years of the projection period

are provided by the Office of Budget. Afterward, nominal

amounts are projected by a regression model, taking account

of historical experience and the expected growth in average

wages. Annual expenses for the combined trust funds are

expected to be less than 1 percent of total outgo throughout

the projection period.

C. TRUST FUND PROGRESS

Tables IV.13-IV.15 present estimates of the operations of the

OASI, DI, and combined Trust Funds, respectively, based on

the 2001 Trustees Report intermediate assumptions. Trust

fund assets are calculated at the end of each month by adding

total income and subtracting total outgo from assets at the

end of the previous month. Quarterly projections are shown

for the short-range period 2001-10. Note that the assets of

the combined OASI and DI Trust Funds exceeded $1 trillion

for the first time in the third quarter of 2000, and are projected to grow to roughly $3.4 trillion by the end of the projection period. Figure 7 presents assets of the combined

OASI and DI Trust Funds at the end of calendar year 2000.

Measures of the short-range financial status of the trust funds

focus on the adequacy of reserves to pay benefits in the near

term. The trust fund ratio and short-range test of adequacy

are the primary evaluation methods, as described in section I.

Table IV.16 shows the OASI, DI, and combined trust fund

ratios, with a graphical representation presented in figure 8.

Although income and cost rate analysis is primarily a longrange evaluation method (also described in section I), table

IV.17 presents these rates for the short-range period. The

income rate is projected to exceed the cost rate in every year

of the projection period, for the combined OASI and DI

Trust Funds. However, deficits in the latter part of the longrange period totally offset the surpluses in the short-range

period. This leads to combined trust fund exhaustion in 2038

under intermediate assumptions, and 2027 under high-cost

assumptions.

The analysis of trust fund progress is a continuous process.

Each year, the short-range staff examines the changes in economic, demographic, and programmatic assumptions, and

the corresponding changes in estimates. The following presents a summary of the differences between projections

found in the 2001 Trustees Report—on which this study is

based—and the 2000 Trustees Report made one year earlier.

The comparisons are based on the intermediate set of

assumptions, and are presented by trust fund.

1. OASI Trust Fund

It is estimated that the assets of the OASI Trust Fund will

increase substantially throughout the projection period. The

OASI trust fund ratio increases from 246 percent at the

beginning of 2001 to 453 percent by the beginning of 2010.

This compares with the 2000 Trustees Report estimate of

447 percent for the same point in time3.

As indicated in the table, income to the OASI Trust Fund

over the period 2001-10 is estimated to be $113.8 billion

higher under the 2001 report, as compared to the 2000

report. Analyzing the components of income separately, net

contributions are expected to be higher by $95.6 billion as a

result of higher projected taxable payrolls over the shortrange period. Higher payrolls are mainly due to higher projected covered wages. The robust wage growth experienced

over the last several years is expected to continue to a lesser

degree over the next several years. Higher wages also result

in larger Social Security wage bases and thus higher contributions.

3 For a detailed summary of these prior estimates, refer to 2000 Annual

Report of the Board of Trustees of the Federal Old-Age and Survivors

Insurance and Disability Insurance Trust Funds (March 30, 2000).

OASI INCOME

(In billions)

Calendar years

2001-10

Net

contributions1

1 Includes anticipated cash flows relating to special military service credit provisions.

Taxation

of benefits Interest Total

2001 TR $5,585.2 $176.8 $1,149.3 $6,911.3

2000 TR 5,489.6 144.1 1,163.8 6,797.5

Difference 95.6 32.7 (14.5) 113.8

OASI OUTGO

(In billions)

Calendar years

2001-10

Benefit

payments2

2 Includes benefits in current-payment status, retroactive and lump-sum death benefits, and cash flows relating to uncashed checks.

Administrative

expenses

Railroad

transfers Total

2001 TR $4,727.4 $24.4 $35.9 $4,787.7

2000 TR 4,686.0 22.8 37.3 4,746.1

Difference 41.4 1.6 (1.4) 41.6
TF Income & Outgo

224

Income from taxation of benefits is estimated to be higher by

$32.7 billion. This is a significant increase over last year’s

report, and comes as a result of the elimination of the retirement test for workers attaining full retirement age in 2000 or

later (Public Law 106-182). Overall, the repeal of the test

implies (i) higher retirement benefits, (ii) a higher fraction of

benefits that are taxable, and (iii) a higher marginal tax rate.

Finally, the OASI Trust Fund is expected to earn $14.5 billion less in interest, as compared with the 2000 report. This

is due to lower nominal interest rates projected for 2001-02,

and a lower year-over-year trust fund balance through the

first half of the projection period. A lower balance is, in turn,

due to less interest. But it is also related to the cost of eliminating the retirement test, as well as correcting a problem

identified with the December 1999 COLA. Elimination of

the retirement test produces relatively higher costs in the first

several years following effectuation. Afterward, costs are

expected to decline as the full retirement age increases to 66.

For the 2001 report, it is estimated that outgo from the OASI

Trust Fund over the period 2001-10 will be $41.6 billion

higher than what was estimated for the 2000 report. Most of

the difference is due to a net increase in benefit payments,

which are projected to be $41.4 billion higher. Average benefit amounts for workers and their dependents are projected to

be higher as the result of the elimination of the retirement

test, higher nominal wage growth, and an effective change in

the 1999 COLA from 2.4 to 2.5 percent, pursuant to the provisions of Public Law 106-554. In addition, benefit payments will be slightly higher due to more retired workers and

child beneficiaries, partially offset by fewer spouses and survivor beneficiaries. Finally, we project slightly higher

administrative expenses and slightly lower Railroad Board

transfers.

As previously stated, the intermediate estimate from the

2001 report for the OASI trust fund ratio at the beginning of

2010 is 6 percentage points higher than the intermediate estimate from the 2000 report. This is due to higher income partially offset by somewhat higher outgo over the period 2001-

10, as indicated.

2. DI Trust Fund

Under intermediate assumptions, it is estimated that DI

assets will increase throughout the period, but at a noticeably

slower rate than OASI. The DI trust fund ratio increases

from 195 percent at the beginning of 2001 to 261 percent by

2007, before declining to 249 percent by 2010. This compares with estimates from the 2000 Trustees Report of a peak

of 243 percent in 2005 declining to 213 percent by 2010.

As indicated in the table, income to the DI Trust Fund over

the period 2001-10 is estimated to be $22.2 billion higher

under the 2001 report, as compared with the 2000 report.

Analyzing the components of income separately, we project

net contributions to be $16.2 billion higher for the same reasons given for the OASI Trust Fund. DI income from taxation of benefits is estimated to be slightly higher, while the

DI Trust Fund is expected to earn $4.9 billion more in interest. The additional interest is due to higher year-over-year

fund balances, partially offset by lower projected nominal

interest rates for 2001-02.

For the 2001 report, it is estimated that outgo from the DI

Trust Fund over the period 2001-10 will be $23.8 billion

lower than what was estimated for the 2000 report. Benefit

payments are projected to be $25.6 billion lower as the result

of significantly fewer projected awards to workers and their

dependents. This is partially offset by fewer terminations due

to death and old-age conversion. Lower award estimates follow from disability trends over the last 3-4 years, whereas

fewer deaths are consistent with overall mortality improvements among the disabled. Administrative expenses and

Railroad Board transfers are expected to be only slightly

higher.

As previously stated, the intermediate estimate from the

2001 report for the DI trust fund ratio at the beginning of

2010 is 36 percentage points higher than the intermediate

estimate from the 2000 report. This is due to the estimated

increase in income combined with lower outgo over the

period 2001-10.

DI INCOME

(In billions)

Calendar years

2001-10

Net

contributions1

1 Includes anticipated cash flows relating to special military service credit provisions.

Taxation

of benefits Interest Total

2001 TR $948.4 $11.8 $142.4 $1,102.5

2000 TR 932.2 10.6 137.5 1,080.3

Difference 16.2 1.2 4.9 22.2

DI OUTGO

(In billions)

Calendar years

2001-10

Benefit

payments2

2 Includes benefits in current-payment status, retroactive benefits, and cash flows

relating to vocational rehabilitation expenses and uncashed checks.

Administrative

expenses

Railroad

transfers Total

2001 TR $872.2 $21.4 $3.0 $896.6

2000 TR 897.8 20.5 2.1 920.4

Difference (25.6) .9 .9 (23.8)
TF Income & Outgo

225

Sources:

• OASDI employee and employer rates from Internal Revenue Code, Subtitle C—Employment Taxes, Chapter 21—Federal Insurance Contributions Act, Subchapter A—Tax on

Employees, Sec. 3101—Rate of tax, and Subchapter B—Tax on Employers, Sec. 3111—Rate of tax, respectively.

• DI employee-employer rate, combined, from Social Security Act, section 201(b)(1).

• OASDI self-employed rates from Internal Revenue Code, Subtitle A—Income Taxes, Chapter 2—Tax on Self-Employment Income, Sec. 1401—Rate of tax, subsection (a)—OldAge, Survivors, and Disability Insurance.

• DI self-employed rate from Social Security Act, section 201(b)(2).

• OASI rates implied from OASDI and DI rates.

• OASDI employee credit from Internal Revenue Code, Subtitle C—Employment Taxes, Chapter 25—General Provisions Relating to Employment Taxes, Sec. 3510—Credit for

increased social security employee taxes and railroad retirement tier 1 employee taxes imposed during 1984.

• OASDHI self-employed credit from Internal Revenue code, Subtitle A—Income Taxes, Chapter 2—Tax on Self-Employment Income, Sec. 1401—Rate of tax, subsection (c)—

Credit Against Taxes Imposed by this Section.

• OASI and DI credit from unpublished Treasury documents.

Table IV.1.—Contribution Rates to the OASI and DI Trust Funds

(Calendar years 1975-2010)

[Percent]

Year

Employee and employer rates, each Self-employed rates

OASI DI OASDI OASI DI OASDI

1975.................................... 4.375 0.575 4.950 6.185 0.815 7.000

1976.................................... 4.375 .575 4.950 6.185 .815 7.000

1977.................................... 4.375 .575 4.950 6.185 .815 7.000

1978.................................... 4.275 .775 5.050 6.010 1.090 7.100

1979.................................... 4.330 .750 5.080 6.010 1.040 7.050

1980.................................... 4.520 .560 5.080 6.273 .777 7.050

1981.................................... 4.700 .650 5.350 7.025 .975 8.000

1982.................................... 4.575 .825 5.400 6.813 1.237 8.050

1983.................................... 4.775 .625 5.400 7.113 .938 8.050

1984.................................... 1 5.200 1 .500 1 5.700 2 10.400 2 1.000 2 11.400

1985.................................... 5.200 .500 5.700 2 10.400 2 1.000 2 11.400

1986.................................... 5.200 .500 5.700 2 10.400 2 1.000 2 11.400

1987.................................... 5.200 .500 5.700 2 10.400 2 1.000 2 11.400

1988.................................... 5.530 .530 6.060 2 11.060 2 1.060 2 12.120

1989.................................... 5.530 .530 6.060 2 11.060 2 1.060 2 12.120

1990.................................... 5.600 .600 6.200 11.200 1.200 12.400

1991.................................... 5.600 .600 6.200 11.200 1.200 12.400

1992.................................... 5.600 .600 6.200 11.200 1.200 12.400

1993.................................... 5.600 .600 6.200 11.200 1.200 12.400

1994.................................... 5.260 .940 6.200 10.520 1.880 12.400

1995.................................... 5.260 .940 6.200 10.520 1.880 12.400

1996.................................... 5.260 .940 6.200 10.520 1.880 12.400

1997.................................... 5.350 .850 6.200 10.700 1.700 12.400

1998.................................... 5.350 .850 6.200 10.700 1.700 12.400

1999.................................... 5.350 .850 6.200 10.700 1.700 12.400

2000.................................... 5.300 .900 6.200 10.600 1.800 12.400

2001.................................... 5.300 .900 6.200 10.600 1.800 12.400

2002.................................... 5.300 .900 6.200 10.600 1.800 12.400

2003.................................... 5.300 .900 6.200 10.600 1.800 12.400

2004.................................... 5.300 .900 6.200 10.600 1.800 12.400

2005.................................... 5.300 .900 6.200 10.600 1.800 12.400

2006.................................... 5.300 .900 6.200 10.600 1.800 12.400

2007.................................... 5.300 .900 6.200 10.600 1.800 12.400

2008.................................... 5.300 .900 6.200 10.600 1.800 12.400

2009.................................... 5.300 .900 6.200 10.600 1.800 12.400

2010.................................... 5.300 .900 6.200 10.600 1.800 12.400

1 Employees were allowed an immediate credit against their FICA tax liability in 1984 in the following percentages:

— OASI 0.2736842 percent; DI, 0.0263158 percent; OASDI, 0.3 percent.

2 Self-employed persons were allowed credit against their FICA tax liability for 1984-89 in the following percentages:

— 1984: OASI, 2.01 Percent; DI, 0.19 percent; OASDI, 2.2 percent;

— 1985: OASI, 1.70 Percent; DI, 0.16 percent; OASDI, 1.86 percent;

— 1986-87: OASI, 1.45 Percent; DI, 0.14 percent; OASDI, 1.59 percent;

— 1988-89: OASI, 1.47 Percent; DI, 0.14 percent; OASDI, 1.61 percent.
TF Income & Outgo

226

Sources:

• Historical amounts based on Department of the Treasury administrative records.

• Future amounts from econometric model in the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.2.—FICA, SECA, and State Deposit Revenue to the OASI Trust Fund

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

FICA SECA State deposits

Tax receipts Credit Adjustments Refunds Total 1 Tax receipts Credit 1 Tax receipts Credit 1

1975 ......... $47,434.0 ... $2,522.0 ... $6,319.0 ... $810.0 -$269.7 $56,815.3

1976 ......... 53,916.0 ... 2,670.0 ... 7,052.0 ... 28.1 -304.8 63,361.3

1977 ......... 59,254.0 ... 3,054.0 ... 7,462.0 ... 99.9 -298.9 69,571.0

1978 ......... 64,946.0 ... 3,293.0 ... 8,055.0 ... -436.3 -387.2 75,470.5

1979 ......... 75,611.0 ... 3,744.0 ... 9,125.0 ... -111.3 -449.0 87,919.7

1980 ......... 87,031.0 ... 4,400.0 ... 11,810.0 ... 571.6 -357.5 103,455.1

1981 ......... 103,990.0 ... 5,146.0 ... 12,295.0 ... 1,576.1 -380.0 122,627.1

1982 ......... 106,617.0 ... 6,043.0 ... 12,264.0 ... -1,014.3 -236.6 123,673.1

1983 ......... 115,988.0 ... 5,363.0 ... 13,803.0 ... -2,145.5 -292.8 132,715.7

1984 ......... 136,604.0 $3,594.0 6,636.0 $627.0 16,445.0 $385.9 -654.7 -296.0 163,341.2

1985 ......... 149,559.0 49.4 7,877.0 1,767.0 17,201.0 12.9 615.7 -450.2 176,631.8

1986 ......... 160,596.0 65.3 8,657.0 1,541.1 18,866.0 -1.6 1,230.3 -537.4 190,416.7

1987 ......... 190,466.0 5.0 9,798.0 1,638.9 423.4 -1.2 429.2 -373.2 202,386.1

1988 ......... 216,018.0 2.4 12,391.0 2,089.2 -8.1 ... -489.7 -511.9 229,490.9

1989 ......... 235,577.0 .6 13,668.0 2,065.2 -35.1 1.6 -594.6 -792.3 249,890.4

1990 ......... 254,271.0 .6 15,924.0 1,419.9 12.8 -.1 -3,758.2 -790.8 267,079.2

1991 ......... 257,794.0 .3 17,792.0 96.2 16.2 ... -2,877.3 -603.8 272,217.6

1992 ......... 267,062.0 ... 18,022.0 -138.8 -8.0 -1.7 -3,593.4 -677.6 280,664.5

1993 ......... 279,226.0 .1 17,045.0 39.9 -43.3 ... -5,203.0 -466.3 290,598.4

1994 ......... 291,505.0 ... 18,502.0 6.1 2.0 ... -16,234.4 -744.9 293,035.8

1995 ......... 289,003.0 ... 18,306.0 -38.9 -1.6 ... -2,247.2 -643.2 304,378.1

1996 ......... 303,776.0 ... 18,608.0 1.3 -7.0 ... -324.9 -759.6 321,293.8

1997 ......... 331,246.0 ... 19,480.0 1.2 9.0 ... -161.9 -895.3 349,679.0

1998 ......... 352,868.0 ... 20,489.0 1.2 -9.5 ... -606.3 -1,778.0 370,964.4

1999 ......... 374,767.0 ... 21,310.0 .4 2.0 ... 1,346.3 -1,301.0 396,124.7

2000 398,297.0 ... 22,627.0 .6 3.1 ... 2,150.7 -1,695.0 421,383.4

2001-I....... 109,842.0 ... 4,713.0 ... ... ... 278.6 ... 114,833.6

2001-II ..... 110,097.0 ... 13,236.0 ... ... ... 168.8 ... 123,501.8

2001-III.... 102,345.0 ... 4,256.0 ... ... ... 222.2 -2,049.0 104,774.2

2001-IV.... 99,677.0 ... 509.0 ... ... ... -757.1 ... 99,428.9

2002-I....... 115,650.0 ... 4,823.0 ... ... ... 293.9 ... 120,766.9

2002-II ..... 116,514.0 ... 13,682.0 ... ... ... 177.8 ... 130,373.8

2002-III.... 107,841.0 ... 4,446.0 ... ... ... 234.1 -2,144.0 110,377.1

2002-IV.... 105,341.0 ... 534.0 ... ... ... -793.5 ... 105,081.5

2003-I....... 121,829.0 ... 5,062.0 ... ... ... 309.3 ... 127,200.3

2003-II ..... 121,672.0 ... 14,378.0 ... ... ... 187.0 ... 136,237.0

2003-III.... 112,831.0 ... 4,679.0 ... ... ... 246.6 -2,234.0 115,522.6

2003-IV.... 111,124.0 ... 562.0 ... ... ... -807.9 ... 110,878.1

2004-I....... 126,212.0 ... 5,330.0 ... ... ... 320.3 ... 131,862.3

2004-II ..... 127,280.0 ... 15,156.0 ... ... ... 194.4 ... 142,630.4

2004-III.... 118,096.0 ... 4,938.0 ... ... ... 256.8 -2,313.0 120,977.8

2004-IV.... 118,653.0 ... 594.0 ... ... ... -850.6 ... 118,396.4

2005-I....... 132,721.0 ... 5,628.0 ... ... ... 333.9 ... 138,682.9

2005-II ..... 134,506.0 ... 16,006.0 ... ... ... 202.8 ... 150,714.8

2005-III.... 126,249.0 ... 5,216.0 ... ... ... 267.5 -2,409.0 129,323.5

2005-IV.... 121,792.0 ... 627.0 ... ... ... -896.6 ... 121,522.4

2006-I....... 140,550.0 ... 5,945.0 ... ... ... 350.2 ... 146,845.2

2006-II ..... 141,188.0 ... 16,916.0 ... ... ... 212.3 ... 158,316.3

2006-III.... 130,987.0 ... 5,516.0 ... ... ... 279.9 -2,533.0 134,249.9

2006-IV.... 127,642.0 ... 664.0 ... ... ... -947.4 ... 127,358.6

2007-I....... 147,924.0 ... 6,288.0 ... ... ... 368.4 ... 154,580.4

2007-II ..... 148,060.0 ... 17,888.0 ... ... ... 223.1 ... 166,171.1

2007-III.... 137,578.0 ... 5,831.0 ... ... ... 293.9 -2,659.0 141,043.9

2007-IV.... 133,987.0 ... 701.0 ... ... ... -1,001.0 ... 133,687.0

2008-I....... 154,773.0 ... 6,646.0 ... ... ... 388.7 ... 161,807.7

2008-II ..... 154,863.0 ... 18,895.0 ... ... ... 235.1 ... 173,993.1

2008-III.... 143,618.0 ... 6,155.0 ... ... ... 309.7 -2,771.0 147,311.7

2008-IV.... 141,442.0 ... 740.0 ... ... ... -1,059.1 ... 141,122.9

2009-I....... 161,810.0 ... 7,013.0 ... ... ... 410.7 ... 169,233.7

2009-II ..... 161,738.0 ... 19,918.0 ... ... ... 248.1 ... 181,904.1

2009-III.... 149,858.0 ... 6,482.0 ... ... ... 327.0 -2,896.0 153,771.0

2009-IV.... 150,631.0 ... 779.0 ... ... ... -1,119.5 ... 150,290.5

2010-I....... 167,383.0 ... 7,383.0 ... ... ... 434.1 ... 175,200.1

2010-II ..... 170,571.0 ... 20,962.0 ... ... ... 262.1 ... 191,795.1

2010-III.... 159,457.0 ... 6,820.0 ... ... ... 345.5 -3,038.0 163,584.5

2010-IV.... 157,018.0 ... 820.0 ... ... ... -1,181.0 ... 156,657.0

1 Credit against FICA and SECA tax liability not applicable until 1984.
TF Income & Outgo

227

Sources:

• Historical amounts based on Department of the Treasury administrative records.

• Future amounts from econometric model in the Office of the Chief Actuary.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.3.—FICA, SECA, and State Deposit Revenue to the DI Trust Fund

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

FICA SECA State deposits

Tax receipts Credit Adjustments Refunds Total 1 Tax receipts Credit 1 Tax receipts Credit 1

1975......... $6,230.0 ... $331.0 ... $811.0 ... $107.1 -$35.4 $7,443.7

1976......... 7,087.0 ... 352.0 ... 828.0 ... 5.7 -40.0 8,232.7

1977......... 7,874.0 ... 401.0 ... 983.0 ... -82.8 -39.3 9,135.9

1978......... 11,740.0 ... 473.0 ... 1,381.0 ... -129.9 -50.9 13,413.2

1979......... 13,097.0 ... 672.0 ... 1,420.0 ... 6.7 -82.0 15,113.7

1980......... 10,932.0 ... 716.0 ... 1,576.0 ... 93.7 -63.0 13,254.7

1981......... 14,334.0 ... 657.0 ... 1,579.0 ... 215.1 -47.0 16,738.1

1982......... 19,112.0 ... 916.0 ... 2,185.0 ... -186.9 -31.0 21,995.1

1983......... 15,291.0 ... 872.0 ... 1,819.0 ... -383.0 -52.8 17,546.2

1984......... 13,244.0 $344.0 746.0 $60.0 1,539.0 $38.0 -79.3 -38.8 15,852.9

1985......... 14,379.0 6.3 757.0 170.0 1,693.0 3.0 199.8 -49.0 17,159.1

1986......... 15,448.0 6.3 831.0 145.6 1,848.0 -.2 142.8 -53.0 18,368.5

1987......... 18,313.0 .5 940.0 152.3 235.0 -.1 58.0 -28.6 19,670.1

1988......... 20,704.0 .2 1,191.0 201.7 4.0 ... -40.7 -48.5 22,011.7

1989......... 22,580.0 .1 1,309.0 195.7 1.0 .2 -44.9 -77.0 23,964.1

1990......... 27,193.0 .1 1,600.0 136.1 -4.0 ... -359.1 -75.8 28,490.3

1991......... 27,598.0 ... 1,908.0 9.2 -2.7 ... -346.0 -66.1 29,100.4

1992......... 28,614.0 ... 1,931.0 -11.7 -.1 -.2 -358.6 -73.4 30,101.0

1993......... 29,919.0 ... 1,833.0 3.8 .4 ... -552.5 -51.3 31,152.4

1994......... 35,960.0 ... 2,477.0 .6 ... ... 12,965.2 -79.9 51,322.9

1995......... 51,649.0 ... 3,269.0 -3.7 .1 ... -444.2 -119.4 54,350.8

1996......... 54,289.0 ... 3,326.0 .1 -6.2 ... -191.3 -139.4 57,278.2

1997......... 52,781.0 ... 3,315.0 .1 .5 ... 65.2 -158.0 56,003.8

1998......... 56,085.0 ... 3,257.0 .1 -.5 ... -121.6 -292.8 58,927.2

1999......... 59,546.0 ... 3,386.0 ... 1.8 ... 438.7 -205.6 63,166.9

2000......... 67,542.0 ... 3,700.0 .1 2.5 ... 117.8 -270.4 71,092.0

2001-I...... 18,658.0 ... 800.0 ... ... ... 45.1 ... 19,503.1

2001-II..... 18,696.0 ... 2,248.0 ... ... ... 27.5 ... 20,971.5

2001-III ... 17,379.0 ... 723.0 ... ... ... 36.4 -348.0 17,790.4

2001-IV ... 16,927.0 ... 86.0 ... ... ... -120.2 ... 16,892.8

2002-I...... 19,641.0 ... 819.0 ... ... ... 47.1 ... 20,507.1

2002-II..... 19,777.0 ... 2,323.0 ... ... ... 28.6 ... 22,128.6

2002-III ... 18,312.0 ... 755.0 ... ... ... 37.8 -364.0 18,740.8

2002-IV ... 17,888.0 ... 91.0 ... ... ... -136.1 ... 17,842.9

2003-I...... 20,691.0 ... 860.0 ... ... ... 51.1 ... 21,602.1

2003-II..... 20,662.0 ... 2,441.0 ... ... ... 30.8 ... 23,133.8

2003-III ... 19,160.0 ... 795.0 ... ... ... 40.4 -379.0 19,616.4

2003-IV ... 18,871.0 ... 96.0 ... ... ... -137.5 ... 18,829.5

2004-I...... 21,435.0 ... 905.0 ... ... ... 53.8 ... 22,393.8

2004-II..... 21,613.0 ... 2,574.0 ... ... ... 32.5 ... 24,219.5

2004-III ... 20,056.0 ... 839.0 ... ... ... 42.8 -393.0 20,544.8

2004-IV ... 20,150.0 ... 101.0 ... ... ... -144.5 ... 20,106.5

2005-I...... 22,541.0 ... 956.0 ... ... ... 56.4 ... 23,553.4

2005-II..... 22,838.0 ... 2,718.0 ... ... ... 34.2 ... 25,590.2

2005-III ... 21,438.0 ... 886.0 ... ... ... 45.0 -409.0 21,960.0

2005-IV ... 20,682.0 ... 107.0 ... ... ... -152.3 ... 20,636.7

2006-I...... 23,871.0 ... 1,010.0 ... ... ... 59.4 ... 24,940.4

2006-II..... 23,975.0 ... 2,873.0 ... ... ... 35.9 ... 26,883.9

2006-III ... 22,244.0 ... 937.0 ... ... ... 47.4 -430.0 22,798.4

2006-IV ... 21,678.0 ... 113.0 ... ... ... -160.9 ... 21,630.1

2007-I...... 25,120.0 ... 1,068.0 ... ... ... 62.5 ... 26,250.5

2007-II..... 25,140.0 ... 3,038.0 ... ... ... 37.8 ... 28,215.8

2007-III ... 23,362.0 ... 990.0 ... ... ... 49.9 -452.0 23,949.9

2007-IV ... 22,753.0 ... 119.0 ... ... ... -170.0 ... 22,702.0

2008-I...... 26,282.0 ... 1,129.0 ... ... ... 66.0 ... 27,477.0

2008-II..... 26,297.0 ... 3,209.0 ... ... ... 39.9 ... 29,545.9

2008-III ... 24,389.0 ... 1,045.0 ... ... ... 52.6 -471.0 25,015.6

2008-IV ... 24,018.0 ... 126.0 ... ... ... -179.9 ... 23,964.1

2009-I...... 27,477.0 ... 1,191.0 ... ... ... 69.7 ... 28,737.7

2009-II..... 27,465.0 ... 3,382.0 ... ... ... 42.1 ... 30,889.1

2009-III ... 25,448.0 ... 1,101.0 ... ... ... 55.5 -492.0 26,112.5

2009-IV ... 25,579.0 ... 132.0 ... ... ... -190.1 ... 25,520.9

2010-I...... 28,423.0 ... 1,254.0 ... ... ... 73.7 ... 29,750.7

2010-II..... 28,965.0 ... 3,560.0 ... ... ... 44.5 ... 32,569.5

2010-III ... 27,078.0 ... 1,158.0 ... ... ... 58.7 -516.0 27,778.7

2010-IV ... 26,663.0 ... 139.0 ... ... ... -200.6 ... 26,601.4

1 Credit against FICA and SECA tax liability not applicable until 1984.
TF Income & Outgo

228

Sources:

• Total benefits shown earlier.

• Fraction taxable and average tax rate based on reports from the Office of Tax Analysis, Department of the Treasury.

• Tax liability, prior period adjustment, and taxes credited to trust funds based on quarterly report from the Office of Tax Analysis, Department of the Treasury.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.4.—Income from Taxation of OASI and DI Benefits

(Calendar years 1984-2000, and calendar quarters 2001-10)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total taxes

credited to

OASDI

Trust Funds

Total

benefits

Fraction

taxable

(percent)

Average

tax rate

(percent)

Tax

liability

Prior

period

adjustment

Taxes

credited to

trust fund

Total

benefits

Fraction

taxable

(percent)

Average

tax rate

(percent)

Tax

liability

Prior

period

adjustment

Taxes

credited to

trust fund

1984 ......... $157,862.0 4.780 36.5 $2,754.0 ... $2,754.0 $17,900.1 2.943 35.3 $186.0 ... $186.0 $2,940.0

1985 ......... 167,359.6 5.273 35.5 3,133.0 ... 3,133.0 18,835.9 3.317 35.0 218.0 ... 218.0 3,351.0

1986 ......... 176,844.4 5.852 32.4 3,353.0 ... 3,353.0 19,846.8 3.707 31.8 234.0 ... 234.0 3,587.0

1987 ......... 183,644.1 6.492 25.9 3,088.0 $102.0 3,190.0 20,511.5 3.006 25.3 156.0 -$195.0 -39.0 3,151.0

1988 ......... 195,521.7 6.830 24.6 3,285.0 29.0 3,314.0 21,692.2 3.468 23.0 173.0 -116.0 57.0 3,371.0

1989 ......... 207,977.0 7.547 24.0 3,767.0 -1,401.0 2,366.0 22,873.4 3.313 22.3 169.0 -78.0 91.0 2,457.0

1990 ......... 222,992.9 8.520 23.4 4,446.0 326.0 4,772.0 24,803.3 3.579 20.5 182.0 -42.0 140.0 4,912.0

1991 ......... 240,436.2 9.736 22.9 5,351.0 433.0 5,784.0 27,661.7 3.635 19.9 200.0 -14.0 186.0 5,970.0

1992 ......... 254,939.4 10.026 22.4 5,728.0 47.0 5,775.0 31,091.2 3.858 19.3 231.0 -3.0 228.0 6,003.0

1993 ......... 267,804.5 9.691 22.4 5,816.0 -560.0 5,256.0 34,597.7 4.032 19.2 268.0 9.0 277.0 5,533.0

1994 ......... 279,117.7 9.221 22.3 5,729.0 -814.0 4,915.0 37,716.8 4.086 19.5 301.0 6.0 307.0 5,222.0

1995 ......... 291,682.3 9.091 22.4 5,929.0 -574.0 5,355.0 40,898.2 4.199 19.4 333.0 1.0 334.0 5,689.0

1996 ......... 302,914.4 9.350 22.2 6,279.0 ... 6,279.0 44,173.9 4.423 18.6 364.0 ... 364.0 6,643.0

1997 ......... 316,311.1 10.865 22.0 7,561.0 -334.0 7,227.0 45,659.3 5.446 18.4 458.0 3.0 461.0 7,688.0

1998 ......... 326,817.3 12.527 22.0 9,003.0 ... 9,003.0 48,173.4 6.238 18.4 552.0 ... 552.0 9,555.0

1999 ......... 334,437.2 12.744 21.6 9,219.0 1,543.0 10,762.0 51,331.0 6.170 18.1 572.0 83.0 655.0 11,417.0

2000 ......... 352,706.5 13.766 21.5 10,445.0 1,010.0 11,455.0 54,938.3 6.170 19.5 662.0 53.0 715.0 12,170.0

2001-I....... 92,332.2 14.530 22.3 2,964.0 ... 2,964.0 14,524.1 6.430 19.5 184.0 ... 184.0 3,148.0

2001-II ..... 92,845.9 14.530 22.3 3,001.6 ... 3,001.6 14,667.3 6.430 19.5 184.2 ... 184.2 3,185.8

2001-III.... 93,022.8 14.530 22.3 3,035.3 ... 3,035.3 14,791.9 6.430 19.5 187.4 ... 187.4 3,222.7

2001-IV.... 93,592.3 14.530 22.3 3,025.8 ... 3,025.8 14,958.0 6.430 19.5 187.8 ... 187.8 3,213.6

2002-I....... 96,456.5 15.250 22.0 3,231.7 ... 3,231.7 15,569.7 6.510 19.5 197.6 ... 197.6 3,429.4

2002-II ..... 97,072.2 15.250 22.0 3,252.3 ... 3,252.3 15,745.1 6.510 19.5 199.9 ... 199.9 3,452.2

2002-III.... 97,301.6 15.250 22.0 3,260.0 ... 3,260.0 15,889.6 6.510 19.5 201.7 ... 201.7 3,461.7

2002-IV.... 97,911.8 15.250 22.0 3,280.5 ... 3,280.5 16,073.2 6.510 19.5 204.0 ... 204.0 3,484.5

2003-I....... 101,009.6 15.900 21.9 3,510.8 ... 3,510.8 16,834.3 6.520 19.7 216.4 ... 216.4 3,727.3

2003-II ..... 101,665.1 15.900 21.9 3,533.6 ... 3,533.6 17,052.2 6.520 19.7 219.2 ... 219.2 3,752.9

2003-III.... 101,911.1 15.900 21.9 3,542.2 ... 3,542.2 17,235.5 6.520 19.7 221.6 ... 221.6 3,763.8

2003-IV.... 102,546.3 15.900 21.9 3,564.2 ... 3,564.2 17,460.5 6.520 19.7 224.5 ... 224.5 3,788.7

2004-I....... 105,947.7 16.490 21.8 3,801.6 ... 3,801.6 18,317.5 6.530 19.7 235.5 ... 235.5 4,037.2

2004-II ..... 106,719.8 16.490 21.8 3,829.3 ... 3,829.3 18,555.6 6.530 19.7 238.6 ... 238.6 4,067.9

2004-III.... 107,031.0 16.490 21.8 3,840.5 ... 3,840.5 18,755.4 6.530 19.7 241.1 ... 241.1 4,081.7

2004-IV.... 107,725.8 16.490 21.8 3,865.4 ... 3,865.4 19,000.1 6.530 19.7 244.3 ... 244.3 4,109.7

2005-I....... 111,456.1 17.000 21.5 4,081.3 ... 4,081.3 19,953.9 6.510 19.7 255.8 ... 255.8 4,337.1

2005-II ..... 112,326.0 17.000 21.5 4,113.2 ... 4,113.2 20,213.5 6.510 19.7 259.1 ... 259.1 4,372.3

2005-III.... 112,694.3 17.000 21.5 4,126.6 ... 4,126.6 20,430.9 6.510 19.7 261.9 ... 261.9 4,388.5

2005-IV.... 113,454.9 17.000 21.5 4,154.5 ... 4,154.5 20,696.6 6.510 19.7 265.3 ... 265.3 4,419.8

2006-I....... 117,528.0 17.400 21.4 4,376.3 ... 4,376.3 21,743.1 6.660 19.7 285.3 ... 285.3 4,661.5

2006-II ..... 118,447.1 17.400 21.4 4,410.5 ... 4,410.5 22,021.1 6.660 19.7 288.9 ... 288.9 4,699.4

2006-III.... 118,849.4 17.400 21.4 4,425.5 ... 4,425.5 22,252.5 6.660 19.7 292.0 ... 292.0 4,717.4

2006-IV.... 119,697.3 17.400 21.4 4,457.0 ... 4,457.0 22,536.1 6.660 19.7 295.7 ... 295.7 4,752.7

2007-I....... 124,178.6 17.810 21.3 4,701.9 ... 4,701.9 23,673.7 6.820 19.7 317.9 ... 317.9 5,019.8

2007-II ..... 125,168.6 17.810 21.3 4,739.4 ... 4,739.4 23,964.4 6.820 19.7 321.8 ... 321.8 5,061.2

2007-III.... 125,628.5 17.810 21.3 4,756.8 ... 4,756.8 24,204.8 6.820 19.7 325.0 ... 325.0 5,081.8

2007-IV.... 126,623.8 17.810 21.3 4,794.5 ... 4,794.5 24,501.6 6.820 19.7 329.0 ... 329.0 5,123.5

2008-I....... 131,542.2 18.240 21.1 5,072.2 ... 5,072.2 25,724.4 6.980 19.7 353.5 ... 353.5 5,425.7

2008-II ..... 132,731.3 18.240 21.1 5,118.0 ... 5,118.0 26,023.5 6.980 19.7 357.7 ... 357.7 5,475.7

2008-III.... 133,331.5 18.240 21.1 5,141.2 ... 5,141.2 26,269.0 6.980 19.7 361.0 ... 361.0 5,502.2

2008-IV.... 134,544.1 18.240 21.1 5,187.9 ... 5,187.9 26,575.7 6.980 19.7 365.2 ... 365.2 5,553.2

2009-I....... 140,020.2 18.690 21.1 5,514.0 ... 5,514.0 27,867.1 7.150 19.7 392.3 ... 392.3 5,906.3

2009-II ..... 141,478.8 18.690 21.1 5,571.4 ... 5,571.4 28,131.4 7.150 19.7 396.0 ... 396.0 5,967.5

2009-III.... 142,280.1 18.690 21.1 5,603.0 ... 5,603.0 28,340.4 7.150 19.7 399.0 ... 399.0 6,002.0

2009-IV.... 143,797.7 18.690 21.1 5,662.7 ... 5,662.7 28,617.3 7.150 19.7 402.9 ... 402.9 6,065.6

2010-I....... 149,711.6 19.140 21.1 6,034.7 ... 6,034.7 29,984.2 7.340 19.7 433.3 ... 433.3 6,468.0

2010-II ..... 151,088.5 19.140 21.1 6,090.2 ... 6,090.2 30,283.9 7.340 19.7 437.7 ... 437.7 6,527.9

2010-III.... 151,883.2 19.140 21.1 6,122.2 ... 6,122.2 30,523.4 7.340 19.7 441.1 ... 441.1 6,563.4

2010-IV.... 153,629.1 19.140 21.1 6,192.6 ... 6,192.6 30,835.5 7.340 19.7 445.6 ... 445.6 6,638.3
TF Income & Outgo

229

Sources:

• Total benefits shown earlier.

• Historical fraction payable to nonresident aliens computed as: total withheld divided by total benefits divided by fraction withheld; future fractions payable to nonresident aliens

projected to remain at last known rate.

• Fraction withheld set at 25.5 percent. See text discussion in section IV.A., for explanation of the determination of this number.

• Historical amounts withheld based on monthly report from the Office of Financial Planning and Operations; future amounts computed as: total benefits times fraction payable to

nonresident aliens times fraction withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.5.—Benefits Withheld from Nonresident Aliens and Credited to the OASI and DI Trust Funds

(Calendar years 1984-2000, and calendar quarters 2001-10)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

withheld,

OASDI

Total

benefits

Fraction

payable to

nonresident

aliens

(percent)

Fraction

withheld

(percent)

Total

withheld

Total

benefits

Fraction

payable to

nonresident

aliens

(percent)

Fraction

withheld

(percent)

Total

withheld

1984......... $157,862.0 0.341 15.0 $80.9 $17,900.1 0.152 15.0 $4.0 $84.9

1985......... 167,359.6 .298 15.0 74.8 18,835.9 .138 15.0 3.9 78.7

1986......... 176,844.4 .266 15.0 70.6 19,846.8 .121 15.0 3.6 74.2

1987......... 183,644.1 .242 15.0 66.9 20,511.5 .111 15.0 3.4 70.4

1988......... 195,521.7 .240 15.0 70.5 21,692.2 .109 15.0 3.6 74.0

1989......... 207,977.0 .235 15.0 73.3 22,873.4 .108 15.0 3.7 77.0

1990......... 222,992.9 .228 15.0 76.4 24,803.3 .102 15.0 3.8 80.1

1991......... 240,436.2 .223 15.0 80.3 27,661.7 .095 15.0 3.9 84.2

1992......... 254,939.4 .202 15.0 77.3 31,091.2 .081 15.0 3.8 81.1

1993......... 267,804.5 .196 15.0 78.6 34,597.7 .076 15.0 3.9 82.6

1994......... 279,117.7 .190 15.0 79.7 37,716.8 .071 15.0 4.0 83.8

1995......... 291,682.3 .182 25.5 135.2 40,898.2 .063 25.5 6.5 141.8

1996......... 302,914.4 .248 25.5 191.9 44,173.9 .080 25.5 9.0 200.9

1997......... 316,311.1 .247 25.5 198.9 45,659.3 .076 25.5 8.9 207.8

1998......... 326,817.3 .175 25.5 146.0 48,173.4 .052 25.5 6.4 152.4

1999......... 334,437.2 .160 25.5 136.6 51,331.0 .044 25.5 5.7 142.3

2000......... 352,706.5 .154 25.5 138.5 54,938.3 .040 25.5 5.7 144.2

2001-I...... 92,332.2 .153 25.5 36.0 14,524.1 .039 25.5 1.4 37.4

2001-II..... 92,845.9 .153 25.5 36.2 14,667.3 .039 25.5 1.5 37.7

2001-III ... 93,022.8 .153 25.5 36.6 14,791.9 .039 25.5 1.5 38.1

2001-IV ... 93,592.3 .153 25.5 36.5 14,958.0 .039 25.5 1.5 38.0

2002-I...... 96,456.5 .153 25.5 37.6 15,569.7 .039 25.5 1.5 39.2

2002-II..... 97,072.2 .153 25.5 37.9 15,745.1 .039 25.5 1.6 39.4

2002-III ... 97,301.6 .153 25.5 38.0 15,889.6 .039 25.5 1.6 39.5

2002-IV ... 97,911.8 .153 25.5 38.2 16,073.2 .039 25.5 1.6 39.8

2003-I...... 101,009.6 .153 25.5 39.4 16,834.3 .039 25.5 1.7 41.1

2003-II..... 101,665.1 .153 25.5 39.7 17,052.2 .039 25.5 1.7 41.4

2003-III ... 101,911.1 .153 25.5 39.8 17,235.5 .039 25.5 1.7 41.5

2003-IV ... 102,546.3 .153 25.5 40.0 17,460.5 .039 25.5 1.7 41.7

2004-I...... 105,947.7 .153 25.5 41.3 18,317.5 .039 25.5 1.8 43.2

2004-II..... 106,719.8 .153 25.5 41.6 18,555.6 .039 25.5 1.8 43.5

2004-III ... 107,031.0 .153 25.5 41.8 18,755.4 .039 25.5 1.9 43.6

2004-IV ... 107,725.8 .153 25.5 42.0 19,000.1 .039 25.5 1.9 43.9

2005-I...... 111,456.1 .153 25.5 43.5 19,953.9 .039 25.5 2.0 45.5

2005-II..... 112,326.0 .153 25.5 43.8 20,213.5 .039 25.5 2.0 45.8

2005-III ... 112,694.3 .153 25.5 44.0 20,430.9 .039 25.5 2.0 46.0

2005-IV ... 113,454.9 .153 25.5 44.3 20,696.6 .039 25.5 2.1 46.3

2006-I...... 117,528.0 .153 25.5 45.9 21,743.1 .039 25.5 2.2 48.0

2006-II..... 118,447.1 .153 25.5 46.2 22,021.1 .039 25.5 2.2 48.4

2006-III ... 118,849.4 .153 25.5 46.4 22,252.5 .039 25.5 2.2 48.6

2006-IV ... 119,697.3 .153 25.5 46.7 22,536.1 .039 25.5 2.2 48.9

2007-I...... 124,178.6 .153 25.5 48.4 23,673.7 .039 25.5 2.4 50.8

2007-II..... 125,168.6 .153 25.5 48.8 23,964.4 .039 25.5 2.4 51.2

2007-III ... 125,628.5 .153 25.5 49.0 24,204.8 .039 25.5 2.4 51.4

2007-IV ... 126,623.8 .153 25.5 49.4 24,501.6 .039 25.5 2.4 51.8

2008-I...... 131,542.2 .153 25.5 51.3 25,724.4 .039 25.5 2.6 53.9

2008-II..... 132,731.3 .153 25.5 51.8 26,023.5 .039 25.5 2.6 54.4

2008-III ... 133,331.5 .153 25.5 52.0 26,269.0 .039 25.5 2.6 54.6

2008-IV ... 134,544.1 .153 25.5 52.5 26,575.7 .039 25.5 2.6 55.1

2009-I...... 140,020.2 .153 25.5 54.6 27,867.1 .039 25.5 2.8 57.4

2009-II..... 141,478.8 .153 25.5 55.2 28,131.4 .039 25.5 2.8 58.0

2009-III ... 142,280.1 .153 25.5 55.5 28,340.4 .039 25.5 2.8 58.3

2009-IV ... 143,797.7 .153 25.5 56.1 28,617.3 .039 25.5 2.8 58.9

2010-I...... 149,711.6 .153 25.5 58.4 29,984.2 .039 25.5 3.0 61.4

2010-II..... 151,088.5 .153 25.5 58.9 30,283.9 .039 25.5 3.0 62.0

2010-III ... 151,883.2 .153 25.5 59.3 30,523.4 .039 25.5 3.0 62.3

2010-IV ... 153,629.1 .153 25.5 59.9 30,835.5 .039 25.5 3.1 63.0
TF Income & Outgo

230

Sources:

• Historical reimbursements based on determination letters issued by the Office of the Chief Actuary.

• Projected post-1956 military service reimbursements based on number of military personnel and percentage with credits.

• Projected pre-1957 military service reimbursements based on historical and projected benefit payments due to such service, derived from sample of records with military service.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.6.—Payments to the OASI and DI Trust Funds due to Military Service Credits

(Calendar years 1975-2010)

[In millions]

Year

OASI Trust Fund DI Trust Fund Total

reimbursement

to OASDI

Trust Funds

Post-1956

military service

Pre-1957

military service Total

Post-1956

military service

Pre-1957

military service Total

1975 ....................... $21.0 $136.0 $157.0 $41.0 $49.0 $90.0 $247.0

1976 ....................... 24.0 354.0 378.0 11.0 92.0 103.0 481.0

1977 ....................... 30.7 354.0 384.7 36.0 92.0 128.0 512.7

1978 ....................... 30.5 354.0 384.5 49.7 92.0 141.7 526.1

1979 ....................... 39.0 354.0 393.0 25.8 92.0 117.8 510.8

1980 ....................... 36.1 354.0 390.1 38.4 92.0 130.4 520.5

1981 ....................... 43.3 491.0 534.3 42.2 126.0 168.2 702.5

1982 ....................... 50.5 491.0 541.5 48.3 126.0 174.3 715.8

1983 ....................... 1 5,621.0 5,416.0 11,037.0 1 444.0 1,121.0 1,565.0 12,602.0

1984 ....................... 2 782.0 ... 782.0 2 92.0 ... 92.0 874.0

1985 ....................... 326.0 2,203.0 2,529.0 31.0 1,017.0 1,048.0 3,577.0

1986 ....................... 325.0 ... 325.0 31.0 ... 31.0 356.0

1987 ....................... 348.4 ... 348.4 20.5 ... 20.5 368.9

1988 ....................... 284.0 ... 284.0 27.0 ... 27.0 311.0

1989 ....................... 304.8 ... 304.8 29.7 ... 29.7 334.5

1990 ....................... 451.0 -2,114.0 -1,663.0 49.0 -775.0 -726.0 -2,389.0

1991 ....................... 356.3 ... 356.3 36.6 ... 36.6 392.9

1992 ....................... 327.4 ... 327.4 35.1 ... 35.1 362.5

1993 ....................... 306.6 ... 306.6 33.0 ... 33.0 339.5

1994 ....................... 286.8 ... 286.8 50.0 ... 50.0 336.7

1995 ....................... 242.1 -129.0 113.1 49.8 -203.0 -153.2 -40.1

1996 ....................... 262.9 ... 262.9 46.5 ... 46.5 309.4

1997 ....................... 267.5 ... 267.5 33.3 ... 33.3 300.8

1998 ....................... 243.0 ... 243.0 39.0 ... 39.0 282.0

1999 ....................... 227.6 ... 227.6 36.3 ... 36.3 264.0

2000 ....................... 7.2 ... 7.2 1.6 -836.0 -834.4 -827.1

2001 ....................... 450.0 415.3 865.3 75.9 ... 75.9 941.3

2002 ....................... 273.5 ... 273.5 46.7 ... 46.7 320.2

2003 ....................... 259.8 ... 259.8 43.9 ... 43.9 303.8

2004 ....................... 247.8 ... 247.8 42.1 ... 42.1 289.9

2005 ....................... 250.7 ... 250.7 42.6 ... 42.6 293.3

2006 ....................... 253.0 ... 253.0 43.0 ... 43.0 296.0

2007 ....................... 255.7 ... 255.7 43.4 ... 43.4 299.1

2008 ....................... 258.4 ... 258.4 43.9 ... 43.9 302.3

2009 ....................... 261.2 ... 261.2 44.4 ... 44.4 305.5

2010 ....................... 264.3 ... 264.3 44.9 ... 44.9 309.1

1 Represents contributions that would have been paid on deemed wage credits granted for military service in 1957-83 if such credits had been considered to be covered wages. 2 Includes adjustment of $466 million (OASI) and $62 million (DI) for military service in 1957-83.
TF Income & Outgo

231

Sources:

• Historical fraction reimbursable, reimbursable benefit payments, and administrative expenses based on SSA administrative records.

• Future fraction reimbursable and administrative expenses projected based on historical trends.

• Future reimbursable benefit payments computed by multiplying total benefit payments by fraction reimbursable.

• Total principal computed as sum of reimbursable benefit payments and administrative expenses.

• Accumulation factor computed from monthly interest rates payable on trust fund investments.

• Incurred reimbursement computed by multiplying total principal by accumulation factor.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.7.—Reimbursements for Payments to Uninsured Persons Who Attained Age 72 Before 1968

(Fiscal years 1975-2010)

[Amounts in millions]

Year1

Total benefit

payments to

special age-72

beneficiaries

Fraction

reimbursable

(percent)

Reimbursable

benefit

payments to

special age-72

beneficiaries

Administrative

expenses

Total

principal

Accumulation

factor

Reimbursement

Incurred Date paid

1975........................ $215.1 97.0 $208.7 $2.6 $211.3 1.116 $235.9 Dec. 31, 1976

1976........................ 179.6 98.3 176.7 2.2 178.9 1.276 228.2 Dec. 31, 1977

1977........................ 161.6 98.0 158.4 2.2 160.6 1.435 230.5 Dec. 31, 1978

1978........................ 145.2 96.8 140.6 1.6 142.1 1.155 164.1 Dec. 31, 1979

1979........................ 131.2 96.7 126.9 1.3 128.2 1.168 149.8 Dec. 31, 1980

1980........................ 121.1 96.5 116.9 1.1 117.9 1.191 140.4 Dec. 31, 1981

1981........................ 112.9 96.6 109.0 1.0 110.0 1.206 138.7 Dec. 31, 1982

1982........................ 102.3 96.1 98.3 .7 99.0 1.258 124.5 Dec. 31, 1983

1983........................ 89.1 96.2 85.7 .7 86.4 1.215 105.0 Dec. 31, 1984

1984........................ 74.3 95.9 71.2 .6 71.7 1.259 90.3 Jan. 1, 1986

1985........................ 60.1 95.5 57.4 .5 57.9 1.198 69.4 Dec. 31, 1986

1986........................ 49.2 95.3 46.9 .3 47.2 1.157 54.6 Dec. 31, 1987

1987........................ 38.2 95.0 36.3 .2 36.5 1.167 42.6 Dec. 31, 1988

1988........................ 30.3 94.7 28.7 .2 28.9 1.174 34.0 Dec. 31, 1989

1989........................ 23.0 94.4 21.7 .1 21.8 1.167 25.5 Dec. 31, 1990

1990........................ 17.1 93.9 16.1 .1 16.2 1.165 18.9 Dec. 31, 1991

1991........................ 13.0 93.4 12.2 .1 12.2 1.155 14.1 Dec. 31, 1992

1992........................ 9.5 92.8 8.8 .1 8.8 1.138 10.1 Dec. 31, 1993

1993........................ 6.7 92.3 6.2 (2 ) 6.2 1.131 7.0 Dec. 31, 1994

1994........................ 4.3 91.7 4.0 (2 ) 4.0 1.140 4.5 Dec. 31, 1995

1995........................ 2.7 90.8 2.5 (2 ) 2.5 1.134 2.8 Dec. 31, 1996

1996........................ 1.8 90.4 1.6 (2 ) 1.6 1.134 1.8 Dec. 31, 1997

1997........................ .7 89.2 .6 (2 ) .6 1.131 .7 Dec. 31, 1998

1998........................ .4 88.6 .3 (2 ) .3 1.113 .4 Dec. 31, 1999

1999........................ -.2 86.6 -.1 (2 ) (2 ) .000 (2 ) Dec. 31, 2000

2000........................ -.5 87.4 -.5 (2 ) -.6 1.125 -.7 Dec. 31, 2001

2001........................ (2 ) 87.0 (2 ) (2 ) (2 ) 1.102 (2 ) Dec. 31, 2002

2002........................ .1 87.0 (2 ) (2 ) .1 1.109 .1 Dec. 31, 2003

2003........................ (2 ) ... (2 ) (2 ) (2 ) 1.110 (2 ) Dec. 31, 2004

2004........................ (2 ) ... (2 ) (2 ) (2 ) 1.112 (2 ) Dec. 31, 2005

2005........................ (2 ) ... (2 ) (2 ) (2 ) 1.114 (2 ) Dec. 31, 2006

2006........................ (2 ) ... (2 ) (2 ) (2 ) 1.114 (2 ) Dec. 31, 2007

2007........................ (2 ) ... (2 ) (2 ) (2 ) 1.114 (2 ) Dec. 31, 2008

2008........................ (2 ) ... (2 ) (2 ) (2 ) 1.114 (2 ) Dec. 31, 2009

2009........................ (2 ) ... (2 ) (2 ) (2 ) 1.114 (2 ) Dec. 31, 2010

2010........................ (2 ) ... (2 ) (2 ) (2 ) 1.114 (2 ) Dec. 31, 2011

1 Defined as the period October 1–September 30 (see Public Law 93-344). 2 Less than $50,000.
TF Income & Outgo

232

Sources:

• Historical figures based on SSA administrative records.

• Future figures projected by a model of the operations of the trust funds.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.8.—Interest Paid to the OASI and DI Trust Funds

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

Interest on

investments

Interest on

interfund

borrowing 1

Amortization of

premium

or discount

Interest on

advance tax

transfers 2 Miscellaneous Total

Interest on

investments

Interest on

interfund

borrowing 1

Amortization of

premium

or discount

Interest on

advance tax

transfers 2 Miscellaneous Total

1975 .......... $2,363.5 ... $0.6 ... ... $2,364.1 $501.5 ... $0.1 ... ... $501.6 $2,865.7

1976 .......... 2,300.1 ... .6 ... ... 2,300.7 421.4 ... .1 ... ... 421.5 2,722.2

1977 .......... 2,226.8 ... .5 ... ... 2,227.3 303.5 ... .1 ... ... 303.6 2,530.9

1978 .......... 2,007.8 ... .5 ... ... 2,008.3 255.6 ... .1 ... ... 255.7 2,264.0

1979 .......... 1,797.1 ... .5 ... ... 1,797.6 357.8 ... .1 ... ... 357.9 2,155.5

1980 .......... 1,844.8 ... .5 ... ... 1,845.3 485.3 ... .1 ... ... 485.4 2,330.6

1981 .......... 1,940.2 ... .9 ... $118.8 2,059.9 290.3 ... .1 ... -$118.8 171.6 2,231.6

1982 .......... 1,163.9 ... .9 ... -319.2 845.6 545.7 ... .1 ... ... 545.8 1,391.4

1983 .......... 2,291.2 -$1,917.8 ... -$394.9 6,727.9 6,706.5 477.0 $555.4 .1 -$51.7 588.6 1,569.4 8,275.8

1984 .......... 3,111.7 -1,882.5 ... -695.6 1,732.4 2,266.0 527.9 545.5 .1 -68.1 169.0 1,174.5 3,440.4

1985 .......... 3,790.4 -1,454.2 ... -555.1 90.0 1,871.0 611.5 296.5 .1 -53.2 15.6 870.5 2,741.5

1986 .......... 3,851.7 -188.3 ... -601.1 6.2 3,068.6 768.8 90.6 .1 -57.4 .5 802.6 3,871.1

1987 .......... 5,390.7 ... ... -737.4 36.4 4,689.7 732.3 ... .1 -70.8 -13.7 648.0 5,337.6

1988 .......... 8,459.0 ... ... -897.1 6.2 7,568.1 699.7 ... .1 -85.9 -14.2 599.7 8,167.9

1989 .......... 12,882.2 ... ... -897.3 .0 11,984.9 792.5 ... .1 -86.3 .3 706.6 12,691.5

1990 .......... 17,407.6 ... ... -1,045.0 -.1 16,362.5 995.3 ... .1 -110.5 -2.1 882.7 17,245.3

1991 .......... 20,826.8 ... ... ... 2.3 20,829.1 1,062.4 ... .1 ... .3 1,062.7 21,891.8

1992 .......... 24,305.3 ... ... ... -2.0 24,303.3 1,060.9 ... .1 ... .8 1,061.8 25,365.1

1993 .......... 27,022.3 ... ... ... 4.9 27,027.2 833.8 ... .1 ... 1.0 834.9 27,862.0

1994 .......... 30,373.4 ... ... ... -427.1 29,946.3 725.1 ... .1 ... 431.7 1,156.8 31,103.1

1995 .......... 32,827.2 ... ... ... -7.5 32,819.7 2,158.9 ... .1 ... -1.1 2,157.8 34,977.5

1996 .......... 35,702.7 ... ... ... 3.5 35,706.2 3,011.7 ... .1 ... .3 3,012.1 38,718.3

1997 .......... 39,793.1 ... ... ... 1.7 39,794.8 3,992.2 ... .1 ... -.2 3,992.1 43,786.9

1998 .......... 44,489.7 ... ... ... 1.0 44,490.7 4,830.3 ... .1 ... 1.7 4,832.0 49,322.7

1999 .......... 49,786.4 ... ... ... 2.5 49,788.9 5,676.8 ... .1 ... .5 5,677.3 55,466.2

2000 .......... 57,527.7 ... ... ... 1.2 57,528.9 6,940.7 ... .1 ... 1.0 6,941.7 64,470.6

2001-I ....... 163.6 ... ... ... ... 163.6 24.7 ... ... ... ... 24.7 188.3

2001-II ...... 31,392.1 ... ... ... ... 31,392.1 3,913.9 ... ... ... ... 3,913.9 35,306.1

2001-III..... 129.0 ... ... ... ... 129.0 15.6 ... ... ... ... 15.6 144.6

2001-IV .... 32,889.4 ... ... ... ... 32,889.4 4,216.9 ... ... ... ... 4,216.9 37,106.2

2002-I ....... 348.1 ... ... ... ... 348.1 26.7 ... ... ... ... 26.7 374.8

2002-II ...... 34,939.7 ... ... ... ... 34,939.7 4,564.8 ... ... ... ... 4,564.8 39,504.5

2002-III..... 262.4 ... ... ... ... 262.4 23.2 ... ... ... ... 23.2 285.6

2002-IV .... 37,045.3 ... ... ... ... 37,045.3 4,921.2 ... ... ... ... 4,921.2 41,966.5

2003-I ....... 331.9 ... ... ... ... 331.9 20.9 ... ... ... ... 20.9 352.8

2003-II ...... 39,485.6 ... ... ... ... 39,485.6 5,290.5 ... ... ... ... 5,290.5 44,776.2

2003-III..... 295.8 ... ... ... ... 295.8 17.9 ... ... ... ... 17.9 313.7

2003-IV .... 41,724.0 ... ... ... ... 41,724.0 5,639.3 ... ... ... ... 5,639.3 47,363.2

2004-I ....... 314.9 ... ... ... ... 314.9 16.3 ... ... ... ... 16.3 331.2

2004-II ...... 44,446.8 ... ... ... ... 44,446.8 6,000.7 ... ... ... ... 6,000.7 50,447.5

2004-III..... 304.9 ... ... ... ... 304.9 13.5 ... ... ... ... 13.5 318.4

2004-IV .... 47,061.3 ... ... ... ... 47,061.3 6,351.3 ... ... ... ... 6,351.3 53,412.6

2005-I ....... 226.5 ... ... ... ... 226.5 12.3 ... ... ... ... 12.3 238.8

2005-II ...... 50,229.0 ... ... ... ... 50,229.0 6,721.3 ... ... ... ... 6,721.3 56,950.3

2005-III..... 289.2 ... ... ... ... 289.2 12.3 ... ... ... ... 12.3 301.5

2005-IV .... 53,176.0 ... ... ... ... 53,176.0 7,074.6 ... ... ... ... 7,074.6 60,250.6

2006-I ....... 295.5 ... ... ... ... 295.5 12.0 ... ... ... ... 12.0 307.5

2006-II ...... 56,510.8 ... ... ... ... 56,510.8 7,427.6 ... ... ... ... 7,427.6 63,938.4

2006-III..... 273.2 ... ... ... ... 273.2 14.6 ... ... ... ... 14.6 287.9

2006-IV .... 59,786.5 ... ... ... ... 59,786.5 7,751.4 ... ... ... ... 7,751.4 67,537.9

2007-I ....... 278.4 ... ... ... ... 278.4 17.8 ... ... ... ... 17.8 296.3

2007-II ...... 63,364.2 ... ... ... ... 63,364.2 8,075.4 ... ... ... ... 8,075.4 71,439.6

2007-III..... 254.9 ... ... ... ... 254.9 22.7 ... ... ... ... 22.7 277.6

2007-IV .... 66,957.0 ... ... ... ... 66,957.0 8,371.6 ... ... ... ... 8,371.6 75,328.6

2008-I ....... 259.2 ... ... ... ... 259.2 25.6 ... ... ... ... 25.6 284.7

2008-II ...... 70,773.9 ... ... ... ... 70,773.9 8,661.1 ... ... ... ... 8,661.1 79,435.0

2008-III..... 236.0 ... ... ... ... 236.0 31.2 ... ... ... ... 31.2 267.2

2008-IV .... 74,693.8 ... ... ... ... 74,693.8 8,922.8 ... ... ... ... 8,922.8 83,616.6

2009-I ....... 240.3 ... ... ... ... 240.3 34.2 ... ... ... ... 34.2 274.5

2009-II ...... 78,731.8 ... ... ... ... 78,731.8 9,175.7 ... ... ... ... 9,175.7 87,907.5

2009-III..... 218.2 ... ... ... ... 218.2 39.5 ... ... ... ... 39.5 257.7

2009-IV .... 82,713.0 ... ... ... ... 82,713.0 9,392.6 ... ... ... ... 9,392.6 92,105.6

2010-I ....... 221.6 ... ... ... ... 221.6 44.0 ... ... ... ... 44.0 265.6

2010-II ...... 86,934.8 ... ... ... ... 86,934.8 9,611.1 ... ... ... ... 9,611.1 96,545.9

2010-III..... 199.3 ... ... ... ... 199.3 43.0 ... ... ... ... 43.0 242.3

2010-IV .... 91,251.7 ... ... ... ... 91,251.7 9,806.3 ... ... ... ... 9,806.3 101,058.0

1 Interest on interfund borrowings not payable until June 1983. 2 Calendar years 1983-90 reflect interest on advance tax transfers.
TF Income & Outgo

233

Sources:

• Benefit payments shown earlier.

• Historical ratios of unnegotiated check reimbursement to benefit payments computed by dividing corresponding figures; future ratios projected based on historical trend.

• Historical amounts of unnegotiated check reimbursements based on administrative records of the Department of the Treasury, and monthly Statement of Account; future amounts

computed by multiplying benefit payments by ratio of reimbursement to benefit payments.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.9.—Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks

(Calendar years 1983-2000, and calendar quarters 2001-10)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

reimbursements

to OASDI

Benefit payments Trust Funds

Unnegotiated check reimbursement

Benefit payments

Unnegotiated check reimbursement

Percent of

benefit payments Amount

Percent of

benefit payments Amount

1983........................ $149,502.4 0.193 $288.0 $17,530.2 0.274 $48.0 $336.0

1984........................ 157,862.0 .013 21.0 17,900.1 .017 3.0 24.0

1985........................ 167,359.6 .067 111.8 18,835.9 .047 8.8 120.6

1986........................ 176,844.4 .018 31.6 19,846.8 .013 2.5 34.1

1987........................ 183,644.1 .031 57.6 20,511.5 .038 7.9 65.5

1988........................ 195,521.7 .035 67.7 21,692.2 .052 12.7 80.4

1989........................ 207,977.0 .003 5.9 22,873.4 .003 .8 6.7

1990........................ 222,992.9 .003 6.1 24,803.3 .025 6.3 12.4

1991........................ 240,436.2 -.013 -31.2 27,661.7 .011 3.0 -28.1

1992........................ 254,939.4 .022 56.6 31,091.2 .039 12.2 68.8

1993........................ 267,804.5 .018 49.3 34,597.7 .037 12.9 62.2

1994........................ 279,117.7 .018 49.8 37,716.8 .034 12.8 62.5

1995........................ 291,682.3 .018 51.8 40,898.2 .034 14.0 65.8

1996........................ 302,914.4 .018 53.2 44,173.9 .037 16.3 69.6

1997........................ 316,311.1 .017 54.1 45,659.3 .037 17.1 71.2

1998........................ 326,817.3 .017 55.5 48,173.4 .036 17.3 72.8

1999........................ 334,437.2 .016 53.8 51,331.0 .035 17.7 71.5

2000........................ 352,706.5 .016 55.0 54,938.3 .032 17.7 72.7

2001-I..................... 92,332.2 .015 13.8 14,524.1 .031 4.5 18.4

2001-II.................... 92,845.9 .015 13.9 14,667.3 .031 4.5 18.5

2001-III .................. 93,022.8 .015 14.1 14,791.9 .031 4.6 18.7

2001-IV .................. 93,592.3 .015 14.0 14,958.0 .031 4.6 18.7

2002-I..................... 96,456.5 .014 14.0 15,569.7 .030 4.7 18.7

2002-II.................... 97,072.2 .014 14.1 15,745.1 .030 4.7 18.8

2002-III .................. 97,301.6 .015 14.1 15,889.6 .030 4.8 18.9

2002-IV .................. 97,911.8 .015 14.2 16,073.2 .030 4.8 19.0

2003-I..................... 101,009.6 .014 14.1 16,834.3 .030 5.1 19.2

2003-II.................... 101,665.1 .014 14.2 17,052.2 .030 5.1 19.3

2003-III .................. 101,911.1 .014 14.3 17,235.5 .030 5.2 19.4

2003-IV .................. 102,546.3 .014 14.4 17,460.5 .030 5.2 19.6

2004-I..................... 105,947.7 .014 14.8 18,317.5 .030 5.5 20.3

2004-II.................... 106,719.8 .014 14.9 18,555.6 .030 5.6 20.5

2004-III .................. 107,031.0 .014 15.0 18,755.4 .030 5.6 20.6

2004-IV .................. 107,725.8 .014 15.1 19,000.1 .030 5.7 20.8

2005-I..................... 111,456.1 .014 15.6 19,953.9 .030 6.0 21.6

2005-II.................... 112,326.0 .014 15.7 20,213.5 .030 6.1 21.8

2005-III .................. 112,694.3 .014 15.8 20,430.9 .030 6.1 21.9

2005-IV .................. 113,454.9 .014 15.9 20,696.6 .030 6.2 22.1

2006-I..................... 117,528.0 .014 16.5 21,743.1 .030 6.5 23.0

2006-II.................... 118,447.1 .014 16.6 22,021.1 .030 6.6 23.2

2006-III .................. 118,849.4 .014 16.6 22,252.5 .030 6.7 23.3

2006-IV .................. 119,697.3 .014 16.8 22,536.1 .030 6.8 23.5

2007-I..................... 124,178.6 .014 17.4 23,673.7 .030 7.1 24.5

2007-II.................... 125,168.6 .014 17.5 23,964.4 .030 7.2 24.7

2007-III .................. 125,628.5 .014 17.6 24,204.8 .030 7.3 24.8

2007-IV .................. 126,623.8 .014 17.7 24,501.6 .030 7.4 25.1

2008-I..................... 131,542.2 .014 18.4 25,724.4 .030 7.7 26.1

2008-II.................... 132,731.3 .014 18.6 26,023.5 .030 7.8 26.4

2008-III .................. 133,331.5 .014 18.7 26,269.0 .030 7.9 26.5

2008-IV .................. 134,544.1 .014 18.8 26,575.7 .030 8.0 26.8

2009-I..................... 140,020.2 .014 19.6 27,867.1 .030 8.4 28.0

2009-II.................... 141,478.8 .014 19.8 28,131.4 .030 8.4 28.2

2009-III .................. 142,280.1 .014 19.9 28,340.4 .030 8.5 28.4

2009-IV .................. 143,797.7 .014 20.1 28,617.3 .030 8.6 28.7

2010-I..................... 149,711.6 .014 21.0 29,984.2 .030 9.0 30.0

2010-II.................... 151,088.5 .014 21.2 30,283.9 .030 9.1 30.2

2010-III .................. 151,883.2 .014 21.3 30,523.4 .030 9.2 30.4

2010-IV .................. 153,629.1 .014 21.5 30,835.5 .030 9.3 30.8
TF Income & Outgo

234

Sources:

• Benefit payments to disabled beneficiaries shown earlier.

• Ratio of reimbursement for vocational rehabilitation expenses to benefit payments computed by dividing corresponding figures.

• Historical reimbursements for vocational rehabilitation expenses from monthly Statement of Account; future reimbursements projected by the Office of Budget.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.10.—Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

reimbursements

to

OASDI

Trust

Funds

Benefit payments to

disabled beneficiaries

Reimbursement for

vocational

rehabilitation

expenses

Benefit payments to

disabled beneficiaries

Reimbursement for

vocational

rehabilitation

expenses

Disabled

child of

retired

worker

Disabled

child of

deceased

worker

Disabled

widow

Disabled

widower Total

Ratio to

benefit

payments Amount

Disabled

worker

Disabled

child of

disabled

worker Total

Ratio to

benefit

payments Amount

1975 ......... $160.6 $406.0 $182.7 $0.6 $749.9 0.0120 $9.0 $6,907.6 $25.8 $6,933.4 0.0131 $91.0 $100.0

1976 ......... 185.2 460.5 211.9 .6 858.1 .0081 6.0 8,190.1 31.5 8,221.6 .0108 89.0 95.0

1977 ......... 229.4 517.8 240.4 .7 988.3 .0095 8.0 9,456.5 37.0 9,493.5 .0088 84.0 92.0

1978 ......... 248.4 560.9 264.0 1.1 1,074.4 .0096 9.0 10,314.8 43.1 10,358.0 .0081 84.0 93.0

1979 ......... 284.9 631.4 283.5 1.4 1,201.3 .0170 18.0 11,332.8 48.6 11,381.5 .0069 78.0 96.0

1980 ......... 324.9 739.7 310.9 1.7 1,377.2 .0058 8.0 12,816.5 56.6 12,873.1 .0061 78.0 86.0

1981 ......... 380.9 877.1 337.7 2.0 1,597.6 .0050 8.0 14,378.8 64.6 14,443.5 -.0006 -8.0 ...

1982 ......... 385.8 987.3 347.3 2.2 1,722.6 .0035 6.0 14,810.2 66.7 14,876.9 .0026 38.0 44.0

1983 ......... 403.6 1,070.2 342.3 2.3 1,818.3 .0033 6.0 15,195.7 68.8 15,264.5 .0028 42.0 48.0

1984 ......... 427.3 1,152.5 394.4 2.7 1,976.8 ... ... 15,622.7 73.4 15,696.1 .0000 1.0 1.0

1985 ......... 456.9 1,249.1 417.4 2.9 2,126.3 ... ... 16,482.6 80.0 16,562.6 .0000 ... ...

1986 ......... 485.3 1,347.8 430.1 3.3 2,266.5 ... ... 17,409.1 86.7 17,495.8 .0005 9.0 9.0

1987 ......... 508.5 1,426.8 430.4 3.6 2,369.4 ... ... 18,053.4 91.7 18,145.2 .0009 15.8 15.8

1988 ......... 543.9 1,561.9 442.6 3.8 2,552.3 ... ... 19,164.7 98.4 19,263.1 .0008 16.0 16.0

1989 ......... 576.5 1,675.9 454.9 4.1 2,711.4 ... ... 20,314.5 104.2 20,418.7 .0019 38.4 38.4

1990 ......... 620.4 1,815.4 475.5 4.5 2,915.9 ... ... 22,113.5 113.1 22,226.6 .0015 32.3 32.3

1991 ......... 672.0 1,980.1 563.7 5.9 3,221.8 ... ... 24,737.7 125.4 24,863.1 .0014 35.9 35.9

1992 ......... 718.7 2,131.3 677.5 7.6 3,535.1 ... ... 27,855.8 139.8 27,995.6 .0012 32.8 32.8

1993 ......... 754.0 2,299.3 810.8 9.7 3,873.8 ... ... 30,912.8 164.1 31,076.9 .0009 28.3 28.3

1994 ......... 791.8 2,440.6 901.0 11.6 4,145.0 ... ... 33,710.5 180.5 33,891.1 .0012 39.9 39.9

1995 ......... 830.1 2,587.8 993.3 13.5 4,424.6 ... ... 36,610.2 194.9 36,805.0 .0011 39.2 39.2

1996 ......... 864.4 2,729.5 1,068.8 15.2 4,678.0 ... ... 39,625.3 210.0 39,835.3 .0008 31.2 31.2

1997 ......... 906.4 2,893.8 1,141.2 16.8 4,958.2 ... ... 41,082.8 216.1 41,298.9 .0013 52.7 52.7

1998 ......... 935.4 3,030.1 1,204.0 18.6 5,188.0 ... ... 43,467.0 228.2 43,695.2 .0012 50.7 50.7

1999 ......... 956.9 3,135.9 1,247.4 20.3 5,360.5 ... ... 46,458.7 241.1 46,699.7 .0015 67.9 67.9

2000 ......... 1,001.6 3,284.2 1,296.1 22.3 5,604.1 ... ... 49,847.5 256.1 50,103.6 .0013 62.9 62.9

2001-I....... 262.9 858.5 338.0 6.0 1,465.5 ... ... 13,192.1 67.4 13,259.6 .0016 21.4 21.4

2001-II ..... 264.4 863.7 345.1 6.2 1,479.4 ... ... 13,316.7 67.8 13,384.5 .0016 20.8 20.8

2001-III.... 264.7 865.2 346.7 6.3 1,482.9 ... ... 13,465.4 68.3 13,533.7 .0023 31.7 31.7

2001-IV.... 265.4 871.1 344.3 6.4 1,487.2 ... ... 13,621.2 68.8 13,690.0 .0014 19.6 19.6

2002-I....... 275.8 902.9 359.4 6.7 1,544.9 ... ... 14,174.8 71.2 14,246.1 .0013 18.8 18.8

2002-II ..... 277.3 908.0 366.7 6.9 1,559.0 ... ... 14,327.7 71.6 14,399.3 .0013 18.3 18.3

2002-III.... 277.5 909.3 368.3 7.1 1,562.1 ... ... 14,496.6 72.1 14,568.7 .0013 18.2 18.2

2002-IV.... 278.1 915.1 365.4 7.2 1,565.9 ... ... 14,668.6 72.5 14,741.1 .0012 18.0 18.0

2003-I....... 288.7 948.4 380.9 7.6 1,625.7 ... ... 15,354.3 75.6 15,429.9 .0011 17.7 17.7

2003-II ..... 290.1 953.7 388.6 7.8 1,640.3 ... ... 15,546.3 76.0 15,622.3 .0011 17.6 17.6

2003-III.... 290.2 954.9 390.4 8.0 1,643.5 ... ... 15,754.8 76.5 15,831.2 .0011 17.7 17.7

2003-IV.... 290.8 961.0 387.6 8.2 1,647.5 ... ... 15,965.8 77.0 16,042.8 .0011 17.7 17.7

2004-I....... 302.7 997.2 405.0 8.6 1,713.5 ... ... 16,739.6 80.3 16,819.9 .0010 17.6 17.6

2004-II ..... 304.1 1,002.6 413.6 8.8 1,729.1 ... ... 16,948.0 80.8 17,028.8 .0011 18.0 18.0

2004-III.... 304.0 1,003.7 415.9 9.1 1,732.7 ... ... 17,174.0 81.3 17,255.4 .0011 18.7 18.7

2004-IV.... 304.4 1,009.9 413.7 9.3 1,737.3 ... ... 17,402.5 81.9 17,484.4 .0011 18.9 18.9

2005-I....... 317.1 1,048.4 432.7 9.8 1,808.0 ... ... 18,263.4 85.6 18,349.0 .0010 19.1 19.1

2005-II ..... 318.5 1,054.0 441.6 10.0 1,824.1 ... ... 18,489.5 86.2 18,575.7 .0011 20.6 20.6

2005-III.... 318.2 1,055.1 444.0 10.4 1,827.7 ... ... 18,734.2 86.8 18,821.0 .0012 23.4 23.4

2005-IV.... 318.5 1,061.4 441.7 10.6 1,832.3 ... ... 18,981.3 87.5 19,068.8 .0014 26.3 26.3

2006-I....... 331.8 1,103.5 463.0 11.2 1,909.5 ... ... 19,926.4 91.5 20,017.9 .0014 28.5 28.5

2006-II ..... 333.3 1,109.2 472.2 11.5 1,926.1 ... ... 20,167.1 92.2 20,259.3 .0015 31.2 31.2

2006-III.... 333.0 1,110.2 474.6 11.9 1,929.6 ... ... 20,427.7 92.9 20,520.6 .0017 34.0 34.0

2006-IV.... 333.2 1,116.7 472.0 12.2 1,933.9 ... ... 20,690.5 93.7 20,784.2 .0018 37.0 37.0

2007-I....... 347.9 1,162.5 495.1 12.8 2,018.3 ... ... 21,718.8 98.0 21,816.8 .0018 39.6 39.6

2007-II ..... 349.5 1,168.4 503.9 13.1 2,034.9 ... ... 21,969.2 98.8 22,067.9 .0019 42.7 42.7

2007-III.... 349.1 1,169.3 505.5 13.4 2,037.2 ... ... 22,241.1 99.6 22,340.7 .0020 45.8 45.8

2007-IV.... 349.3 1,175.9 501.6 13.6 2,040.4 ... ... 22,515.6 100.4 22,616.0 .0022 49.2 49.2

2008-I....... 366.3 1,223.8 524.9 14.2 2,129.2 ... ... 23,620.6 105.1 23,725.6 .0022 52.2 52.2

2008-II ..... 368.0 1,229.9 534.2 14.3 2,146.4 ... ... 23,876.1 105.9 23,982.0 .0023 55.4 55.4

2008-III.... 367.5 1,230.6 535.7 14.6 2,148.3 ... ... 24,155.4 106.8 24,262.2 .0024 58.2 58.2

2008-IV.... 367.4 1,237.5 531.4 14.8 2,151.1 ... ... 24,437.9 107.7 24,545.6 .0025 61.4 61.4

2009-I....... 386.7 1,287.5 555.6 15.4 2,245.1 ... ... 25,602.9 112.7 25,715.7 .0025 64.3 64.3

2009-II ..... 388.6 1,293.8 564.8 15.5 2,262.7 ... ... 25,820.3 113.6 25,933.9 .0026 67.1 67.1

2009-III.... 387.7 1,294.5 565.9 15.7 2,263.9 ... ... 26,065.7 114.6 26,180.3 .0026 69.2 69.2

2009-IV.... 387.4 1,301.6 560.9 15.9 2,265.8 ... ... 26,316.5 115.6 26,432.1 .0027 72.4 72.4

2010-I....... 405.2 1,353.3 585.1 16.5 2,360.2 ... ... 27,546.6 121.1 27,667.7 .0027 75.2 75.2

2010-II ..... 406.6 1,359.7 594.5 16.7 2,377.5 ... ... 27,795.4 122.0 27,917.5 .0027 76.5 76.5

2010-III.... 405.0 1,360.3 595.5 16.9 2,377.8 ... ... 28,073.9 123.1 28,197.0 .0027 75.9 75.9

2010-IV.... 404.0 1,367.6 590.1 17.2 2,378.9 ... ... 28,357.6 124.2 28,481.8 .0026 75.0 75.0
TF Income & Outgo

235

Sources:

• Historical amounts based on SSA administrative records.

• Historical accumulation factor computed by dividing transfer amount by total principal. 

• Future amounts and factors projected based on data supplied by Railroad Retirement Board, adjusted via regression equations to account for different economic assumptions.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.11.—Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program

(Fiscal years 1975-2010)

[Amounts in millions]

Year 1

Components of principal amount of transfer to Railroad Retirement program

Accumulation

factor

Transfer to Railroad

Retirement program

Benefit

payments

Administrative

expenses

Payroll

taxes

Military

service

adjustment

Benefit

taxes 2 Interest

Total

principal Amount Date paid

OASI

1975......... $1,726.3 $19.5 $635.1 ... ... $89.8 $1,144.8 1.0590 $1,212.3 June 1, 1976

1976......... 1,769.8 14.2 682.3 ... ... 106.4 1,140.7 1.0588 1,207.8 June 1, 1977

1977......... 2,387.6 19.4 937.6 ... ... 122.4 1,524.7 1.0420 1,588.7 June 1, 1978

1978......... 2,057.0 16.3 771.5 ... ... 146.5 1,384.3 1.0457 1,447.5 June 1, 1979

1979......... 2,223.1 16.3 927.7 ... ... 121.0 1,369.5 1.0529 1,442.0 June 1, 1980

1980......... 2,493.7 19.4 1,060.2 ... ... 110.7 1,491.1 1.0629 1,584.9 June 1, 1981

1981......... 2,790.0 14.4 1,165.2 ... ... 128.5 1,673.9 1.0713 1,793.3 June 1, 1982

1982......... 3,101.3 11.8 1,109.8 ... ... 204.0 2,087.9 1.0780 2,250.8 June 1, 1983

1983......... 3,278.1 10.2 1,126.1 ... ... 246.8 2,246.1 1.0703 2,404.0 June 1, 1984

1984......... 3,325.8 21.9 1,292.4 ... $40.7 297.3 2,154.0 1.0725 2,310.2 June 1, 1985

1985......... 3,457.4 22.7 1,255.4 ... 62.4 408.8 2,414.9 1.0705 2,585.1 June 1, 1986

1986......... 3,554.4 24.4 1,214.9 ... 62.9 269.4 2,400.2 1.0655 2,557.3 June 1, 1987

1987......... 3,685.1 20.0 1,200.1 ... -3.8 269.4 2,635.0 1.0588 2,790.0 June 1, 1988

1988......... 3,818.3 19.6 1,298.2 ... 4.6 309.5 2,689.6 1.0579 2,845.3 June 1, 1989

1989......... 3,940.0 24.3 1,278.4 ... 19.6 288.2 2,798.8 1.0609 2,969.3 June 1, 1990

1990......... 4,202.8 17.4 1,277.7 ... 40.6 452.7 3,184.1 1.0598 3,374.6 June 1, 1991

1991......... 4,231.3 17.7 1,300.9 ... 35.7 258.6 2,980.6 1.0563 3,148.4 June 1, 1992

1992......... 4,488.3 19.0 1,328.7 ... 50.9 229.4 3,189.3 1.0512 3,352.5 June 1, 1993

1993......... 4,535.5 19.4 1,379.8 ... 55.0 309.2 3,266.1 1.0470 3,419.6 June 1, 1994

1994......... 4,931.6 17.9 1,255.1 ... 57.8 396.7 3,879.8 1.0445 4,052.3 June 1, 1995

1995......... 4,638.4 17.0 1,270.3 $51.2 46.9 276.5 3,391.0 1.0481 3,554.1 June 1, 1996

1996......... 4,712.2 14.8 1,290.8 ... 44.3 296.6 3,525.4 1.0461 3,688.1 June 1, 1997

1997......... 4,772.5 17.4 1,340.5 ... 54.7 268.7 3,500.7 1.0461 3,662.2 June 1, 1998

1998......... 4,829.4 15.8 1,366.9 ... 56.7 261.7 3,521.8 1.0453 3,681.4 June 1, 1999

1999......... 4,815.8 12.5 1,440.0 ... 96.2 257.6 3,390.1 1.0437 3,538.2 June 1, 2000

2000......... 4,849.8 14.3 1,419.5 346.2 137.7 278.3 3,090.9 1.0440 3,226.8 June 1, 2001

2001......... 4,903.2 14.5 1,486.6 ... 103.1 257.4 3,451.0 1.0413 3,593.5 June 1, 2002

2002......... 4,943.8 14.7 1,526.4 ... 111.0 267.4 3,446.0 1.0411 3,587.7 June 1, 2003

2003......... 4,984.4 14.9 1,559.7 ... 120.8 260.7 3,437.9 1.0412 3,579.4 June 1, 2004

2004......... 5,028.7 15.1 1,591.9 ... 130.6 255.3 3,435.1 1.0411 3,576.3 June 1, 2005

2005......... 5,091.0 15.3 1,623.4 171.9 140.4 257.6 3,287.1 1.0411 3,422.2 June 1, 2006

2006......... 5,161.7 15.5 1,654.4 ... 148.4 244.4 3,483.7 1.0414 3,628.0 June 1, 2007

2007......... 5,239.3 15.7 1,683.6 ... 154.7 251.9 3,524.3 1.0412 3,669.5 June 1, 2008

2008......... 5,350.8 15.9 1,707.6 ... 163.0 255.0 3,606.0 1.0411 3,754.2 June 1, 2009

2009......... 5,473.4 16.1 1,732.7 ... 171.4 259.8 3,696.9 1.0411 3,848.9 June 1, 2010

2010......... 5,622.6 16.4 1,766.2 208.8 181.2 272.4 3,603.3 1.0411 3,751.4 June 1, 2011

DI

1975......... 104.7 2.8 83.6 ... ... 2.6 24.9 1.0602 26.4 June 1, 1976

1976......... 87.3 .9 89.7 ... ... 2.7 -.3 1.0000 -.3 June 1, 1977

1977......... 147.3 2.3 123.2 ... ... 2.2 28.6 1.0420 29.8 June 1, 1978

1978......... 154.7 .1 131.1 ... ... 6.1 28.6 1.0455 29.9 June 1, 1979

1979......... 148.1 2.0 162.2 ... ... 1.9 -11.5 1.0522 -12.1 June 1, 1980

1980......... 168.1 2.2 144.6 ... ... 1.5 27.7 1.0614 29.4 June 1, 1981

1981......... 178.1 2.2 157.3 ... ... 3.3 24.6 1.0732 26.4 June 1, 1982

1982......... 201.5 7.3 186.2 ... ... 5.0 25.8 1.0775 27.8 June 1, 1983

1983......... 179.0 4.5 161.8 ... ... .5 20.2 1.0693 21.6 June 1, 1984

1984......... 173.2 3.2 136.9 ... 2.8 4.5 39.8 1.0704 42.6 June 1, 1985

1985......... 176.1 2.3 121.0 ... 4.3 12.9 63.2 1.0712 67.7 June 1, 1986

1986......... 165.1 .9 117.0 ... 3.9 12.8 53.4 1.0655 56.9 June 1, 1987

1987......... 157.2 2.1 115.4 ... -6.7 6.5 57.9 1.0587 61.3 June 1, 1988

1988......... 187.3 3.6 124.4 ... .1 20.4 83.4 1.0576 88.2 June 1, 1989

1989......... 181.4 3.8 122.4 ... -1.5 15.8 75.3 1.0611 79.9 June 1, 1990

1990......... 191.7 3.4 131.9 ... .9 19.8 77.5 1.0594 82.1 June 1, 1991

1991......... 182.2 3.5 139.6 ... .3 13.7 54.9 1.0565 58.0 June 1, 1992

1992......... 210.7 2.1 142.8 ... .7 12.6 78.8 1.0512 82.8 June 1, 1993

1993......... 237.5 4.1 147.6 ... .9 12.1 101.2 1.0470 106.0 June 1, 1994

1994......... 247.7 2.4 201.4 ... 1.2 22.2 64.9 1.0445 67.8 June 1, 1995

1995......... 269.9 3.6 226.8 41.5 1.1 .9 2.1 1.0481 2.2 June 1, 1996

1996......... 276.8 4.2 230.6 ... 1.1 7.3 56.5 1.0461 59.1 June 1, 1997

1997......... 319.1 5.1 218.8 ... 1.4 48.5 149.9 1.0461 156.8 June 1, 1998

1998......... 323.4 4.9 216.9 ... 1.4 25.7 128.8 1.0453 134.6 June 1, 1999

1999......... 359.5 7.8 228.9 ... 2.4 22.5 152.7 1.0437 159.4 June 1, 2000

2000......... 379.8 6.4 237.5 162.5 3.7 12.3 -11.9 1.0420 -12.4 June 1, 2001

2001......... 414.7 6.5 252.4 ... 3.2 5.5 171.8 1.0417 179.0 June 1, 2002

2002......... 448.9 6.6 259.2 ... 3.6 14.4 199.9 1.0414 208.2 June 1, 2003

2003......... 489.7 6.6 264.9 ... 4.3 16.5 235.3 1.0412 244.9 June 1, 2004

2004......... 534.2 6.7 270.3 ... 5.0 19.0 274.8 1.0414 286.2 June 1, 2005

2005......... 582.2 6.8 275.7 23.0 5.9 22.5 295.6 1.0413 307.8 June 1, 2006

2006......... 632.8 6.9 280.9 ... 6.7 23.9 363.8 1.0416 378.9 June 1, 2007

2007......... 685.3 7.0 285.9 ... 7.5 28.1 411.8 1.0413 428.9 June 1, 2008

2008......... 741.5 7.1 290.0 ... 8.3 31.5 464.7 1.0412 483.9 June 1, 2009

2009......... 791.7 7.2 294.2 ... 9.2 35.0 511.4 1.0412 532.4 June 1, 2010

2010......... 840.5 7.3 299.9 2.3 10.0 38.2 552.7 1.0412 575.4 June 1, 2011

1 Defined as the period October 1–September 30 (see Public Law 93-344). 2 Benefit taxes not payable until 1984.
TF Income & Outgo

236

Sources:

• Benefit payments shown earlier.

• Historical administrative expenses based on SSA administrative records; future expenses projected by regression equation based on time trend and growth in average wages.

• Ratio of administrative expenses to benefit payments computed by dividing corresponding figures.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Table IV.12.—Net Administrative Expenses from the OASI and DI Trust Funds

(Calendar years 1975-2000, and calendar quarters 2001-10)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

administrative

expenses

Benefit

payments

Administrative expenses

Benefit

payments

Administrative expenses

Ratio to

benefit payments Amount

Ratio to

benefit payments Amount

1975 ......................... $58,508.9 0.0154 $896.0 $8,413.9 0.0304 $256.0 $1,152.0

1976 ......................... 65,699.0 .0150 959.0 9,965.7 .0286 285.0 1,244.0

1977 ......................... 73,113.1 .0138 981.0 11,462.6 .0348 399.0 1,380.0

1978 ......................... 80,352.3 .0141 1,115.0 12,512.9 .0260 325.0 1,440.0

1979 ......................... 90,555.7 .0125 1,113.0 13,707.7 .0271 371.0 1,484.0

1980 ......................... 105,074.4 .0110 1,154.0 15,437.5 .0238 368.0 1,522.0

1981 ......................... 123,795.4 .0106 1,307.0 17,199.4 .0253 436.0 1,743.0

1982 ......................... 138,799.8 .0109 1,519.0 17,337.5 .0340 590.0 2,109.0

1983 ......................... 149,502.4 .0102 1,528.0 17,530.2 .0357 625.0 2,153.0

1984 ......................... 157,862.0 .0104 1,638.0 17,900.1 .0350 626.0 2,264.0

1985 ......................... 167,359.6 .0095 1,592.0 18,835.9 .0323 608.0 2,200.0

1986 ......................... 176,844.4 .0091 1,601.4 19,846.8 .0303 600.5 2,201.9

1987 ......................... 183,644.1 .0083 1,524.1 20,511.5 .0414 848.8 2,372.9

1988 ......................... 195,521.7 .0091 1,776.2 21,692.2 .0340 737.0 2,513.2

1989 ......................... 207,977.0 .0080 1,673.7 22,873.4 .0330 754.3 2,428.0

1990 ......................... 222,992.9 .0070 1,562.6 24,803.3 .0285 706.7 2,269.3

1991 ......................... 240,436.2 .0075 1,792.2 27,661.7 .0287 794.4 2,586.6

1992 ......................... 254,939.4 .0072 1,829.8 31,091.2 .0268 834.3 2,664.1

1993 ......................... 267,804.5 .0075 1,996.5 34,597.7 .0279 966.1 2,962.6

1994 ......................... 279,117.7 .0059 1,645.3 37,716.8 .0273 1,028.7 2,674.0

1995 ......................... 291,682.3 .0071 2,076.8 40,898.2 .0260 1,063.7 3,140.5

1996 ......................... 302,914.4 .0059 1,801.9 44,173.9 .0263 1,160.4 2,962.3

1997 ......................... 316,311.1 .0067 2,128.4 45,659.3 .0280 1,280.2 3,408.6

1998 ......................... 326,817.3 .0058 1,899.5 48,173.4 .0325 1,567.5 3,467.0

1999 ......................... 334,437.2 .0054 1,808.9 51,331.0 .0296 1,518.9 3,327.8

2000 ......................... 352,706.5 .0061 2,149.0 54,938.3 .0298 1,639.1 3,788.1

2001-I....................... 92,332.2 .0066 613.2 14,524.1 .0246 356.6 969.8

2001-II ..................... 92,845.9 .0054 498.3 14,667.3 .0306 449.0 947.3

2001-III.................... 93,022.8 .0052 487.3 14,791.9 .0257 383.1 870.4

2001-IV.................... 93,592.3 .0073 687.3 14,958.0 .0282 421.8 1,109.0

2002-I....................... 96,456.5 .0069 661.5 15,569.7 .0252 391.9 1,053.4

2002-II ..................... 97,072.2 .0055 537.6 15,745.1 .0313 493.4 1,031.0

2002-III.................... 97,301.6 .0054 525.7 15,889.6 .0265 421.0 946.6

2002-IV.................... 97,911.8 .0069 673.0 16,073.2 .0276 444.2 1,117.3

2003-I....................... 101,009.6 .0064 647.8 16,834.3 .0245 412.7 1,060.5

2003-II ..................... 101,665.1 .0052 526.5 17,052.2 .0305 519.6 1,046.1

2003-III.................... 101,911.1 .0051 514.8 17,235.5 .0257 443.4 958.2

2003-IV.................... 102,546.3 .0066 674.7 17,460.5 .0269 469.5 1,144.2

2004-I....................... 105,947.7 .0061 649.4 18,317.5 .0238 436.2 1,085.6

2004-II ..................... 106,719.8 .0049 527.7 18,555.6 .0296 549.2 1,077.0

2004-III.................... 107,031.0 .0048 516.0 18,755.4 .0250 468.6 984.7

2004-IV.................... 107,725.8 .0063 682.3 19,000.1 .0261 496.7 1,179.0

2005-I....................... 111,456.1 .0059 656.8 19,953.9 .0231 461.5 1,118.2

2005-II ..................... 112,326.0 .0048 533.7 20,213.5 .0287 581.0 1,114.8

2005-III.................... 112,694.3 .0046 521.9 20,430.9 .0243 495.8 1,017.7

2005-IV.................... 113,454.9 .0061 692.3 20,696.6 .0254 525.6 1,217.9

2006-I....................... 117,528.0 .0057 666.3 21,743.1 .0225 488.3 1,154.6

2006-II ..................... 118,447.1 .0046 541.5 22,021.1 .0279 614.8 1,156.3

2006-III.................... 118,849.4 .0045 529.5 22,252.5 .0236 524.6 1,054.1

2006-IV.................... 119,697.3 .0059 701.9 22,536.1 .0246 555.4 1,257.3

2007-I....................... 124,178.6 .0054 675.6 23,673.7 .0218 516.0 1,191.6

2007-II ..................... 125,168.6 .0044 549.1 23,964.4 .0271 649.7 1,198.8

2007-III.................... 125,628.5 .0043 536.9 24,204.8 .0229 554.3 1,091.2

2007-IV.................... 126,623.8 .0056 711.4 24,501.6 .0239 586.6 1,298.0

2008-I....................... 131,542.2 .0052 684.8 25,724.4 .0212 545.0 1,229.8

2008-II ..................... 132,731.3 .0042 556.5 26,023.5 .0264 686.2 1,242.7

2008-III.................... 133,331.5 .0041 544.2 26,269.0 .0223 585.5 1,129.7

2008-IV.................... 134,544.1 .0054 720.9 26,575.7 .0233 619.7 1,340.6

2009-I....................... 140,020.2 .0050 693.9 27,867.1 .0207 575.8 1,269.6

2009-II ..................... 141,478.8 .0040 563.9 28,131.4 .0258 724.9 1,288.8

2009-III.................... 142,280.1 .0039 551.4 28,340.4 .0218 618.6 1,169.9

2009-IV.................... 143,797.7 .0051 729.9 28,617.3 .0229 654.6 1,384.4

2010-I....................... 149,711.6 .0047 702.5 29,984.2 .0203 608.1 1,310.7

2010-II ..................... 151,088.5 .0038 570.9 30,283.9 .0253 765.7 1,336.6

2010-III.................... 151,883.2 .0037 558.3 30,523.4 .0214 653.3 1,211.6

2010-IV.................... 153,629.1 .0048 738.7 30,835.5 .0224 691.5 1,430.2
237

TF Income & Outgo

Sources:

• All detail columns shown earlier. Totals may not match sum of components due to rounding.

• Net increase in fund computed as total income minus total disbursements plus interfund borrowing transfers.

• Historical fund at end of period based on administrative records from the Department of the Treasury; projected fund at end of period computed by adding net increase in fund to

fund at end of previous period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A9 and V.B9 for low-cost and high-cost alternatives, respectively.

Table IV.13.—Operations of the OASI Trust Fund

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers 1

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits 2 Militaryservice 3

Payments

to uninsured

persons4 Netinterest 5 Total

Benefit

payments 6

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

1975......... $56,815.3 ... $157.0 $268.3 $2,364.1 $59,605.1 $58,517.9 $896.0 $981.8 $60,395.1 ... -$790.0 $36,987.2

1976......... 63,361.3 ... 378.0 235.9 2,300.7 66,276.3 65,705.0 959.0 1,212.3 67,876.0 ... -1,599.6 35,387.6

1977......... 69,571.0 ... 384.7 228.2 2,227.3 72,412.2 73,121.1 981.0 1,207.8 75,309.1 ... -2,896.9 32,490.8

1978......... 75,470.5 ... 384.5 230.5 2,008.3 78,093.8 80,361.3 1,115.0 1,588.7 83,064.5 ... -4,970.7 27,520.1

1979......... 87,919.7 ... 393.0 164.1 1,797.6 90,274.1 90,573.7 1,113.0 1,447.5 93,133.6 ... -2,859.6 24,660.5

1980......... 103,455.1 ... 390.1 149.8 1,845.3 105,841.6 105,082.4 1,154.0 1,442.0 107,678.6 ... -1,837.0 22,823.5

1981......... 122,627.1 ... 534.3 140.4 2,059.9 125,361.2 123,803.4 1,307.0 1,584.9 126,694.9 ... -1,333.7 21,489.8

1982......... 123,673.1 ... 541.5 138.7 845.6 125,198.5 138,805.8 1,519.0 1,793.3 142,119.2 $17,518.5 597.8 22,087.6

1983......... 132,715.7 ... 11,037.0 124.5 6,706.5 150,584.0 149,220.4 1,528.0 2,250.8 152,999.5 ... -2,415.5 19,672.1

1984......... 163,341.2 $2,834.9 782.0 105.0 2,266.0 169,327.8 157,841.0 1,638.0 2,404.0 161,883.0 ... 7,444.8 27,116.9

1985......... 176,631.8 3,207.8 2,529.0 ... 1,871.0 184,239.3 167,247.8 1,592.0 2,310.2 171,150.1 -4,364.0 8,725.2 35,842.1

1986......... 190,416.7 3,423.6 325.0 159.7 3,068.6 197,393.4 176,812.8 1,601.4 2,585.1 180,999.9 -13,154.5 3,238.9 39,081.0

1987......... 202,386.1 3,256.9 348.4 54.6 4,689.7 210,735.8 183,586.5 1,524.1 2,557.3 187,667.8 ... 23,067.9 62,148.9

1988......... 229,490.9 3,384.5 284.0 42.6 7,568.1 240,770.1 195,454.0 1,776.2 2,790.0 200,020.3 ... 40,749.8 102,898.7

1989......... 249,890.4 2,439.3 304.8 34.0 11,984.9 264,653.4 207,971.1 1,673.7 2,845.3 212,489.0 ... 52,164.4 155,063.1

1990......... 267,079.2 4,848.4 -1,663.0 25.5 16,362.5 286,652.6 222,986.8 1,562.6 2,969.3 227,518.6 ... 59,134.0 214,197.2

1991......... 272,217.6 5,864.3 356.3 18.9 20,829.1 299,286.1 240,467.4 1,792.2 3,374.6 245,634.2 ... 53,652.0 267,849.1

1992......... 280,664.5 5,852.3 327.4 14.1 24,303.3 311,161.7 254,882.8 1,829.8 3,148.4 259,860.9 ... 51,300.8 319,149.9

1993......... 290,598.4 5,334.6 306.6 10.1 27,027.2 323,276.7 267,755.2 1,996.5 3,352.5 273,104.2 ... 50,172.5 369,322.5

1994......... 293,035.8 4,994.7 286.8 7.0 29,946.3 328,270.6 279,067.9 1,645.3 3,419.6 284,132.9 ... 44,137.7 413,460.2

1995......... 304,378.1 5,490.2 113.1 ... 32,819.7 342,801.1 291,630.5 2,076.8 4,052.3 297,759.7 ... 45,041.5 458,501.6

1996......... 321,293.8 6,470.9 262.9 7.4 35,706.2 363,741.1 302,861.2 1,801.9 3,554.1 308,217.1 ... 55,524.0 514,025.6

1997......... 349,679.0 7,425.9 267.5 1.8 39,794.8 397,168.9 316,257.0 2,128.4 3,688.1 322,073.4 ... 75,095.5 589,121.1

1998......... 370,964.4 9,149.0 243.0 .7 44,490.7 424,847.8 326,761.8 1,899.5 3,662.2 332,323.5 ... 92,524.3 681,645.4

1999......... 396,124.7 10,898.6 227.6 .4 49,788.9 457,040.3 334,383.4 1,808.9 3,681.4 339,873.7 ... 117,166.6 798,811.9

2000......... 421,383.4 11,593.5 7.2 ... 57,528.9 490,513.0 352,651.5 2,149.0 3,538.2 358,338.7 ... 132,174.3 930,986.2

2001-I ...... 114,833.6 3,000.0 ... ... 163.6 117,997.6 92,318.4 613.2 ... 92,931.5 ... 25,066.1 956,052.3

2001-II..... 123,501.8 3,037.8 ... ... 31,392.1 157,932.0 92,832.0 498.3 3,226.8 96,557.0 ... 61,374.9 1,017,427.3

2001-III.... 104,774.2 3,071.9 450.0 ... 129.0 108,426.0 93,008.7 487.3 ... 94,361.0 ... 14,065.0 1,031,492.2

2001-IV ... 99,428.9 3,062.3 415.3 -.7 32,889.4 135,795.0 93,578.3 687.3 ... 94,265.5 ... 41,529.4 1,073,021.7

2002-I ...... 120,766.9 3,269.3 ... ... 348.1 124,384.4 96,442.5 661.5 ... 97,104.0 ... 27,280.4 1,100,302.1

2002-II..... 130,373.8 3,290.2 ... ... 34,939.7 168,603.8 97,058.1 537.6 3,593.5 101,189.2 ... 67,414.6 1,167,716.7

2002-III.... 110,377.1 3,298.0 273.5 ... 262.4 114,211.4 97,287.5 525.7 ... 97,813.2 ... 16,398.2 1,184,114.9

2002-IV ... 105,081.5 3,318.7 ... ... 37,045.3 145,445.9 97,897.6 673.0 ... 98,570.6 ... 46,875.3 1,230,990.2

2003-I ...... 127,200.3 3,550.2 ... ... 331.9 131,082.1 100,995.5 647.8 ... 101,643.3 ... 29,438.9 1,260,429.0

2003-II..... 136,237.0 3,573.3 ... ... 39,485.6 179,294.9 101,650.9 526.5 3,587.7 105,765.0 ... 73,529.9 1,333,959.0

2003-III.... 115,522.6 3,582.0 259.8 ... 295.8 119,659.8 101,896.8 514.8 ... 102,411.6 ... 17,248.2 1,351,207.1

2003-IV ... 110,878.1 3,604.2 ... .1 41,724.0 156,207.2 102,531.9 674.7 ... 103,206.6 ... 53,000.6 1,404,207.7

2004-I ...... 131,862.3 3,842.9 ... ... 314.9 136,019.9 105,932.9 649.4 ... 106,582.2 ... 29,437.7 1,433,645.4

2004-II..... 142,630.4 3,870.9 ... ... 44,446.8 190,948.8 106,704.9 527.7 3,579.4 110,812.0 ... 80,136.8 1,513,782.2

2004-III.... 120,977.8 3,882.3 247.8 ... 304.9 125,413.1 107,016.0 516.0 ... 107,532.1 ... 17,881.0 1,531,663.2

2004-IV ... 118,396.4 3,907.4 ... ... 47,061.3 169,365.8 107,710.7 682.3 ... 108,393.0 ... 60,972.8 1,592,636.0

2005-I ...... 138,682.9 4,124.8 ... ... 226.5 143,033.3 111,440.5 656.8 ... 112,097.3 ... 30,936.0 1,623,572.0

2005-II..... 150,714.8 4,157.0 ... ... 50,229.0 205,099.9 112,310.3 533.7 3,576.3 116,420.3 ... 88,679.6 1,712,251.6

2005-III.... 129,323.5 4,170.6 250.7 ... 289.2 134,034.8 112,678.5 521.9 ... 113,200.4 ... 20,834.5 1,733,086.0

2005-IV ... 121,522.4 4,198.8 ... ... 53,176.0 178,897.8 113,439.0 692.3 ... 114,131.3 ... 64,766.5 1,797,852.6

2006-I ...... 146,845.2 4,422.2 ... ... 295.5 151,562.6 117,511.5 666.3 ... 118,177.9 ... 33,384.7 1,831,237.3

2006-II..... 158,316.3 4,456.7 ... ... 56,510.8 219,283.6 118,430.5 541.5 3,422.2 122,394.2 ... 96,889.4 1,928,126.7

2006-III.... 134,249.9 4,471.9 253.0 ... 273.2 139,248.1 118,832.8 529.5 ... 119,362.3 ... 19,885.8 1,948,012.5

2006-IV ... 127,358.6 4,503.7 ... ... 59,786.5 191,648.2 119,680.5 701.9 ... 120,382.4 ... 71,265.8 2,019,278.3

2007-I ...... 154,580.4 4,750.3 ... ... 278.4 159,608.9 124,161.2 675.6 ... 124,836.9 ... 34,772.0 2,054,050.3

2007-II..... 166,171.1 4,788.2 ... ... 63,364.2 234,323.4 125,151.1 549.1 3,628.0 129,328.2 ... 104,995.2 2,159,045.5

2007-III.... 141,043.9 4,805.8 255.7 ... 254.9 146,360.7 125,610.9 536.9 ... 126,147.8 ... 20,212.9 2,179,258.4

2007-IV ... 133,687.0 4,843.9 ... ... 66,957.0 205,488.9 126,606.1 711.4 ... 127,317.5 ... 78,171.4 2,257,429.9

2008-I ...... 161,807.7 5,123.5 ... ... 259.2 167,190.6 131,523.8 684.8 ... 132,208.5 ... 34,982.1 2,292,411.9

2008-II..... 173,993.1 5,169.8 ... ... 70,773.9 249,937.8 132,712.7 556.5 3,669.5 136,938.7 ... 112,999.1 2,405,411.1

2008-III.... 147,311.7 5,193.2 258.4 ... 236.0 152,998.2 133,312.8 544.2 ... 133,857.0 ... 19,141.2 2,424,552.3

2008-IV ... 141,122.9 5,240.4 ... ... 74,693.8 221,057.2 134,525.3 720.9 ... 135,246.1 ... 85,811.1 2,510,363.4

2009-I ...... 169,233.7 5,568.6 ... ... 240.3 175,043.0 140,000.6 693.9 ... 140,694.4 ... 34,348.6 2,544,712.0

2009-II..... 181,904.1 5,626.6 ... ... 78,731.8 266,263.4 141,459.0 563.9 3,754.2 145,777.1 ... 120,486.3 2,665,198.3

2009-III.... 153,771.0 5,658.5 261.2 ... 218.2 159,908.7 142,260.2 551.4 ... 142,811.6 ... 17,097.2 2,682,295.4

2009-IV ... 150,290.5 5,718.8 ... ... 82,713.0 238,721.8 143,777.6 729.9 ... 144,507.4 ... 94,214.5 2,776,509.9

2010-I ...... 175,200.1 6,093.1 ... ... 221.6 181,514.7 149,690.6 702.5 ... 150,393.2 ... 31,121.5 2,807,631.4

2010-II..... 191,795.1 6,149.1 ... ... 86,934.8 284,878.9 151,067.3 570.9 3,848.9 155,487.1 ... 129,391.8 2,937,023.2

2010-III.... 163,584.5 6,181.5 264.3 ... 199.3 170,229.7 151,861.9 558.3 ... 152,420.2 ... 17,809.5 2,954,832.7

2010-IV ... 156,657.0 6,252.5 ... ... 91,251.7 254,161.2 153,607.6 738.7 ... 154,346.2 ... 99,815.0 3,054,647.7

1 Positive figure represents amounts lent to the OASI Trust Fund from the DI and HI Trust Funds. Negative figures represent amounts repaid from the OASI Trust Fund to the DI and

HI Trust Funds. Transfers were not available until November 1982. 2 Income from taxation of benefits was not available until 1984. 3 Paid from the general fund of the Treasury. Includes transfers representing contributions that would have been paid on deemed wage credits for military service performed—traditionally split into “pre-1957” and “post-1956”—if such credits were considered covered wages. In 1983, a change in the financing basis for pre-1957 service resulted in a one-time

transfer for past credits—adjustments to the initial 1983 transfer were made in 1985, 1990, and 1995. Scheduled adjustments for 2000 will be made in 2001. Additional adjustments

are expected quinquennially thereafter. 4 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. 5 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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. Calendar years 1982-86 reflect interest on interfund borrowing. Calendar years 1983-90 reflect interest on advance tax transfers. The amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued

before April 1985. 6 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, relatively small reductions

are made for the amount of reimbursement for unnegotiated benefit checks.
238

TF Income & Outgo

Sources:

• All detail columns shown earlier.

• Net increase in fund computed as total income minus total disbursements plus interfund borrowing transfers.

• Historical fund at end of period from unpublished monthly report from Department of the Treasury; projected fund at end of period computed by adding net increase in fund to

fund at end of previous period.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A10 and V.B10 for low-cost and high-cost alternatives, respectively.

Table IV.14.—Operations of the DI Trust Fund

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers 1

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits 2 Militaryservice 3

Payments

to uninsured

persons4 Netinterest 5 Total

Benefit

payments 6

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

1975 ........ $7,443.7 ... $90.0 ... $501.6 $8,035.3 $8,504.9 $256.0 $28.5 $8,789.5 ... -$754.2 $7,354.4

1976 ........ 8,232.7 ... 103.0 ... 421.5 8,757.4 10,054.7 285.0 26.4 10,366.4 ... -1,609.0 5,745.3

1977 ........ 9,135.9 ... 128.0 ... 303.6 9,570.0 11,546.6 399.0 -.3 11,945.3 ... -2,375.3 3,370.0

1978 ........ 13,413.2 ... 141.7 ... 255.7 13,810.0 12,596.9 325.0 29.8 12,953.8 ... 856.1 4,226.2

1979 ........ 15,113.7 ... 117.8 ... 357.9 15,590.0 13,785.7 371.0 29.9 14,186.1 ... 1,403.9 5,630.0

1980 ........ 13,254.7 ... 130.4 ... 485.4 13,870.7 15,515.5 368.0 -12.1 15,871.7 ... -2,001.0 3,629.0

1981 ........ 16,738.1 ... 168.2 ... 171.6 17,077.6 17,191.4 436.0 29.4 17,657.7 ... -580.1 3,048.9

1982 ........ 21,995.1 ... 174.3 ... 545.8 22,714.7 17,375.5 590.0 26.4 17,991.8 -$5,081.3 -358.3 2,690.6

1983 ........ 17,546.2 ... 1,565.0 ... 1,569.4 20,681.6 17,524.2 625.0 27.8 18,177.1 ... 2,504.5 5,195.1

1984 ........ 15,852.9 $190.0 92.0 ... 1,174.5 17,309.1 17,898.1 626.0 21.6 18,545.6 ... -1,236.6 3,958.5

1985 ........ 17,159.1 221.9 1,048.0 ... 870.5 19,300.6 18,827.1 608.0 42.6 19,477.9 2,540.0 2,362.7 6,321.2

1986 ........ 18,368.5 237.6 31.0 ... 802.6 19,439.3 19,853.3 600.5 67.7 20,521.6 2,541.3 1,459.0 7,780.1

1987 ........ 19,670.1 -35.6 20.5 ... 648.0 20,303.0 20,519.4 848.8 56.9 21,425.1 ... -1,122.1 6,658.0

1988 ........ 22,011.7 60.6 27.0 ... 599.7 22,699.2 21,695.5 737.0 61.3 22,493.5 ... 205.7 6,863.7

1989 ........ 23,964.1 94.7 29.7 ... 706.6 24,794.6 22,911.0 754.3 88.2 23,753.5 ... 1,041.2 7,904.9

1990 ........ 28,490.3 143.8 -726.0 ... 882.7 28,790.8 24,829.3 706.7 79.9 25,616.3 ... 3,174.5 11,079.4

1991 ........ 29,100.4 189.9 36.6 ... 1,062.7 30,389.7 27,694.6 794.4 82.1 28,571.1 ... 1,818.6 12,898.0

1992 ........ 30,101.0 231.8 35.1 ... 1,061.8 31,429.7 31,111.8 834.3 58.0 32,004.1 ... -574.4 12,323.6

1993 ........ 31,152.4 280.9 33.0 ... 834.9 32,301.2 34,613.1 966.1 82.8 35,662.1 ... -3,360.8 8,962.7

1994 ........ 51,322.9 311.0 50.0 ... 1,156.8 52,840.7 37,743.9 1,028.7 106.0 38,878.5 ... 13,962.1 22,924.8

1995 ........ 54,350.8 340.5 -153.2 ... 2,157.8 56,696.0 40,923.4 1,063.7 67.8 42,054.9 ... 14,641.1 37,565.9

1996 ........ 57,278.2 373.0 46.5 ... 3,012.1 60,710.0 44,188.8 1,160.4 2.2 45,351.4 ... 15,358.6 52,924.5

1997 ........ 56,003.8 469.9 33.3 ... 3,992.1 60,499.0 45,694.9 1,280.2 59.1 47,034.2 ... 13,464.8 66,389.2

1998 ........ 58,927.2 558.4 39.0 ... 4,832.0 64,356.6 48,206.8 1,567.5 156.8 49,931.2 ... 14,425.4 80,814.7

1999 ........ 63,166.9 660.7 36.3 ... 5,677.3 69,541.3 51,381.2 1,518.9 134.6 53,034.7 ... 16,506.6 97,321.3

2000 ........ 71,092.0 720.7 -834.4 ... 6,941.7 77,919.9 54,983.5 1,639.1 159.4 56,782.0 ... 21,137.9 118,459.2

2001-I...... 19,503.1 185.4 ... ... 24.7 19,713.2 14,541.0 356.6 ... 14,897.5 ... 4,815.6 123,274.9

2001-II .... 20,971.5 185.7 ... ... 3,913.9 25,070.6 14,683.6 449.0 -12.4 15,120.2 ... 9,950.4 133,225.3

2001-III ... 17,790.4 188.9 75.9 ... 15.6 18,070.5 14,819.0 383.1 ... 15,333.1 ... 2,737.4 135,962.7

2001-IV... 16,892.8 189.3 ... ... 4,216.9 21,299.2 14,973.0 421.8 ... 15,394.7 ... 5,904.5 141,867.2

2002-I...... 20,507.1 199.1 ... ... 26.7 20,733.9 15,583.8 391.9 ... 15,975.8 ... 4,758.1 146,625.3

2002-II .... 22,128.6 201.5 ... ... 4,564.8 26,895.2 15,758.7 493.4 179.0 16,431.1 ... 10,464.1 157,089.4

2002-III ... 18,740.8 203.3 46.7 ... 23.2 19,014.4 15,903.0 421.0 ... 16,324.0 ... 2,690.4 159,779.8

2002-IV... 17,842.9 205.6 ... ... 4,921.2 22,969.8 16,086.4 444.2 ... 16,530.5 ... 6,439.3 166,219.1

2003-I...... 21,602.1 218.1 ... ... 20.9 21,841.1 16,846.9 412.7 ... 17,259.6 ... 4,581.4 170,800.5

2003-II .... 23,133.8 220.9 ... ... 5,290.5 28,645.5 17,064.7 519.6 208.2 17,792.5 ... 10,853.0 181,653.5

2003-III ... 19,616.4 223.3 43.9 ... 17.9 19,900.2 17,248.0 443.4 ... 17,691.4 ... 2,208.8 183,862.3

2003-IV... 18,829.5 226.2 ... ... 5,639.3 24,694.5 17,473.0 469.5 ... 17,942.5 ... 6,752.0 190,614.3

2004-I...... 22,393.8 237.3 ... ... 16.3 22,647.6 18,329.6 436.2 ... 18,765.8 ... 3,881.8 194,496.1

2004-II .... 24,219.5 240.4 ... ... 6,000.7 30,460.1 18,568.0 549.2 244.9 19,362.2 ... 11,097.9 205,594.0

2004-III ... 20,544.8 243.0 42.1 ... 13.5 20,842.6 18,768.5 468.6 ... 19,237.1 ... 1,605.5 207,199.6

2004-IV... 20,106.5 246.2 ... ... 6,351.3 26,704.4 19,013.3 496.7 ... 19,510.0 ... 7,194.5 214,394.0

2005-I...... 23,553.4 257.8 ... ... 12.3 23,823.0 19,967.0 461.5 ... 20,428.5 ... 3,394.5 217,788.6

2005-II .... 25,590.2 261.1 ... ... 6,721.3 32,573.4 20,228.0 581.0 286.2 21,095.3 ... 11,478.1 229,266.6

2005-III ... 21,960.0 263.9 42.6 ... 12.3 22,279.2 20,448.2 495.8 ... 20,943.9 ... 1,335.4 230,602.0

2005-IV... 20,636.7 267.4 ... ... 7,074.6 27,978.8 20,716.7 525.6 ... 21,242.3 ... 6,736.5 237,338.5

2006-I...... 24,940.4 287.5 ... ... 12.0 25,239.5 21,765.1 488.3 ... 22,253.4 ... 2,986.0 240,324.5

2006-II .... 26,883.9 291.1 ... ... 7,427.6 34,601.7 22,045.7 614.8 307.8 22,968.3 ... 11,633.4 251,957.9

2006-III ... 22,798.4 294.2 43.0 ... 14.6 23,149.8 22,279.8 524.6 ... 22,804.4 ... 345.3 252,303.3

2006-IV... 21,630.1 297.9 ... ... 7,751.4 29,678.3 22,566.3 555.4 ... 23,121.7 ... 6,556.6 258,859.8

2007-I...... 26,250.5 320.3 ... ... 17.8 26,588.1 23,706.2 516.0 ... 24,222.2 ... 2,365.9 261,225.8

2007-II .... 28,215.8 324.2 ... ... 8,075.4 36,614.6 23,999.9 649.7 378.9 25,028.5 ... 11,586.1 272,811.9

2007-III ... 23,949.9 327.4 43.4 ... 22.7 24,343.0 24,243.3 554.3 ... 24,797.6 ... -454.6 272,357.3

2007-IV... 22,702.0 331.4 ... ... 8,371.6 31,405.1 24,543.4 586.6 ... 25,130.1 ... 6,275.0 278,632.2

2008-I...... 27,477.0 356.1 ... ... 25.6 27,857.6 25,768.9 545.0 ... 26,313.9 ... 1,543.6 280,175.9

2008-II .... 29,545.9 360.3 ... ... 8,661.1 38,566.4 26,071.1 686.2 428.9 27,186.2 ... 11,380.2 291,556.1

2008-III ... 25,015.6 363.6 43.9 ... 31.2 25,454.9 26,319.3 585.5 ... 26,904.8 ... -1,449.9 290,106.1

2008-IV... 23,964.1 367.8 ... ... 8,922.8 33,254.7 26,629.1 619.7 ... 27,248.8 ... 6,005.8 296,112.0

2009-I...... 28,737.7 395.1 ... ... 34.2 29,167.3 27,923.0 575.8 ... 28,498.8 ... 668.4 296,780.4

2009-II .... 30,889.1 398.8 ... ... 9,175.7 40,464.5 28,190.1 724.9 483.9 29,398.9 ... 11,065.6 307,846.1

2009-III ... 26,112.5 401.8 44.4 ... 39.5 26,597.3 28,401.1 618.6 ... 29,019.7 ... -2,422.4 305,423.6

2009-IV... 25,520.9 405.7 ... ... 9,392.6 35,319.4 28,681.1 654.6 ... 29,335.6 ... 5,983.8 311,407.5

2010-I...... 29,750.7 436.3 ... ... 44.0 30,231.3 30,050.4 608.1 ... 30,658.6 ... -427.2 310,980.2

2010-II .... 32,569.5 440.7 ... ... 9,611.1 42,620.8 30,351.3 765.7 532.4 31,649.4 ... 10,971.4 321,951.6

2010-III ... 27,778.7 444.1 44.9 ... 43.0 28,310.2 30,590.1 653.3 ... 31,243.4 ... -2,933.2 319,018.3

2010-IV... 26,601.4 448.7 ... ... 9,806.3 36,857.1 30,901.2 691.5 ... 31,592.7 ... 5,264.3 324,282.7

1 Negative figure represents amounts lent to the OASI Trust Fund from the DI Trust Fund. Positive figures represent amounts repaid from the OASI Trust Fund to the DI Trust Fund.

Transfers were not available until November 1982. 2 Income from taxation of benefits was not available until 1984. 3 Paid from the general fund of the Treasury. Includes transfers representing contributions that would have been paid on deemed wage credits for military service performed—traditionally split into “pre-1957” and “post-1956”—if such credits were considered covered wages. In 1983, a change in the financing basis for pre-1957 service resulted in a one-time

transfer for past credits—adjustments to the initial 1983 transfer were made in 1985, 1990, 1995, and 2000. Additional adjustments are expected quinquennially thereafter. 4 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. 5 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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. Calendar years 1982-86 reflect interest on interfund borrowing. Calendar years 1983-90 reflect interest on advance tax transfers. The amount shown for 1985 includes an interest adjustment of $14.8 million on unnegotiated checks

issued before April 1985. 6 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, relatively small reductions

are made for the amount of reimbursement for unnegotiated benefit checks.
239

TF Income & Outgo

Source: All figures computed by adding corresponding OASI and DI amounts.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A11 and V.B11 for low-cost and high-cost alternatives, respectively.

Table IV.15.—Operations of the Combined OASI and DI Trust Funds

(Calendar years 1975-2000, and calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers 1

Net

increase

in funds

Funds

at end

of period

Net

contributions

Income

from

taxation

of benefits 2 Militaryservice 3

Payments

to uninsured

persons4 Netinterest 5 Total

Benefit

payments 6

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

1975......... $64,259.0 ... $247.0 $268.3 $2,865.7 $67,640.4 $67,022.9 $1,152.0 $1,010.3 $69,184.6 ... -$1,544.2 $44,341.6

1976......... 71,594.0 ... 481.0 235.9 2,722.2 75,033.8 75,759.6 1,244.0 1,238.7 78,242.4 ... -3,208.7 41,132.9

1977......... 78,706.9 ... 512.7 228.2 2,530.9 81,982.3 84,667.8 1,380.0 1,207.5 87,254.4 ... -5,272.1 35,860.8

1978......... 88,883.7 ... 526.2 230.5 2,264.0 91,903.8 92,958.2 1,440.0 1,618.5 96,018.3 ... -4,114.6 31,746.3

1979......... 103,033.4 ... 510.8 164.1 2,155.5 105,864.1 104,359.4 1,484.0 1,477.4 107,319.8 ... -1,455.7 30,290.5

1980......... 116,709.8 ... 520.5 149.8 2,330.6 119,712.3 120,597.9 1,522.0 1,429.9 123,550.3 ... -3,838.0 26,452.5

1981......... 139,365.2 ... 702.5 140.4 2,231.6 142,438.8 140,994.8 1,743.0 1,614.3 144,352.6 ... -1,913.8 24,538.7

1982......... 145,668.2 ... 715.8 138.7 1,391.4 147,913.3 156,181.3 2,109.0 1,819.7 160,111.1 $12,437.3 239.5 24,778.2

1983......... 150,261.9 ... 12,602.0 124.5 8,275.8 171,265.6 166,744.6 2,153.0 2,278.6 171,176.6 ... 89.0 24,867.2

1984......... 179,194.1 $3,024.9 874.0 105.0 3,440.4 186,636.9 175,739.1 2,264.0 2,425.6 180,428.6 ... 6,208.2 31,075.4

1985......... 193,790.9 3,429.7 3,577.0 ... 2,741.5 203,539.9 186,074.8 2,200.0 2,352.8 190,628.0 -1,824.0 11,087.8 42,163.3

1986......... 208,785.2 3,661.2 356.0 159.7 3,871.1 216,832.6 196,666.1 2,201.9 2,652.8 201,521.5 -10,613.3 4,697.9 46,861.1

1987......... 222,056.2 3,221.3 368.9 54.6 5,337.6 231,038.7 204,105.9 2,372.9 2,614.2 209,092.9 ... 21,945.8 68,807.0

1988......... 251,502.6 3,445.1 311.0 42.6 8,167.9 263,469.3 217,149.5 2,513.2 2,851.3 222,513.8 ... 40,955.5 109,762.5

1989......... 273,854.5 2,534.0 334.5 34.0 12,691.5 289,448.0 230,882.0 2,428.0 2,933.5 236,242.5 ... 53,205.6 162,968.0

1990......... 295,569.5 4,992.2 -2,389.0 25.5 17,245.3 315,443.4 247,816.0 2,269.3 3,049.2 253,134.9 ... 62,308.5 225,276.6

1991......... 301,318.0 6,054.2 392.9 18.9 21,891.8 329,675.8 268,162.0 2,586.6 3,456.7 274,205.3 ... 55,470.6 280,747.1

1992......... 310,765.5 6,084.1 362.5 14.1 25,365.1 342,591.4 285,994.6 2,664.1 3,206.4 291,865.0 ... 50,726.4 331,473.5

1993......... 321,750.8 5,615.5 339.6 10.1 27,862.0 355,577.9 302,368.2 2,962.6 3,435.4 308,766.2 ... 46,811.7 378,285.2

1994......... 344,358.7 5,305.7 336.8 7.0 31,103.1 381,111.2 316,811.8 2,674.0 3,525.5 323,011.4 ... 58,099.8 436,385.0

1995......... 358,728.9 5,830.7 -40.1 ... 34,977.5 399,497.1 332,553.9 3,140.5 4,120.1 339,814.6 ... 59,682.5 496,067.5

1996......... 378,572.0 6,843.9 309.4 7.4 38,718.3 424,451.1 347,050.0 2,962.3 3,556.3 353,568.5 ... 70,882.5 566,950.0

1997......... 405,682.8 7,895.8 300.8 1.8 43,786.9 457,668.0 361,951.9 3,408.6 3,747.2 369,107.7 ... 88,560.3 655,510.4

1998......... 429,891.6 9,707.4 282.0 .7 49,322.7 489,204.4 374,968.6 3,467.0 3,819.1 382,254.7 ... 106,949.7 762,460.0

1999......... 459,291.6 11,559.3 263.9 .4 55,466.2 526,581.6 385,764.6 3,327.8 3,816.0 392,908.4 ... 133,673.1 896,133.2

2000......... 492,475.4 12,314.2 -827.1 ... 64,470.6 568,432.9 407,635.0 3,788.1 3,697.6 415,120.7 ... 153,312.2 1,049,445.4

2001-I ...... 134,336.7 3,185.4 ... ... 188.3 137,710.7 106,859.3 969.8 ... 107,829.0 ... 29,881.7 1,079,327.3

2001-II..... 144,473.3 3,223.5 ... ... 35,306.1 183,002.6 107,515.6 947.3 3,214.4 111,677.3 ... 71,325.3 1,150,652.6

2001-III.... 122,564.6 3,260.8 525.9 ... 144.6 126,496.4 107,827.7 870.4 ... 109,694.1 ... 16,802.3 1,167,454.9

2001-IV ... 116,321.7 3,251.6 415.3 -.7 37,106.2 157,094.2 108,551.3 1,109.0 ... 109,660.2 ... 47,433.9 1,214,888.8

2002-I ...... 141,274.0 3,468.4 ... ... 374.8 145,118.3 112,026.3 1,053.4 ... 113,079.8 ... 32,038.6 1,246,927.4

2002-II..... 152,502.4 3,491.7 ... ... 39,504.5 195,499.1 112,816.8 1,031.0 3,772.5 117,620.3 ... 77,878.8 1,324,806.2

2002-III.... 129,117.9 3,501.3 320.2 ... 285.6 133,225.7 113,190.5 946.6 ... 114,137.2 ... 19,088.5 1,343,894.7

2002-IV ... 122,924.4 3,524.3 ... ... 41,966.5 168,415.7 113,983.9 1,117.3 ... 115,101.2 ... 53,314.6 1,397,209.2

2003-I ...... 148,802.4 3,768.3 ... ... 352.8 152,923.2 117,842.4 1,060.5 ... 118,902.9 ... 34,020.3 1,431,229.5

2003-II..... 159,370.8 3,794.2 ... ... 44,776.2 207,940.4 118,715.6 1,046.1 3,795.8 123,557.5 ... 84,382.9 1,515,612.5

2003-III.... 135,139.0 3,805.3 303.7 ... 313.7 139,560.0 119,144.8 958.2 ... 120,103.1 ... 19,457.0 1,535,069.4

2003-IV ... 129,707.6 3,830.4 ... .1 47,363.2 180,901.7 120,004.9 1,144.2 ... 121,149.1 ... 59,752.6 1,594,822.0

2004-I ...... 154,256.1 4,080.2 ... ... 331.2 158,667.5 124,262.5 1,085.6 ... 125,348.1 ... 33,319.5 1,628,141.5

2004-II..... 166,849.9 4,111.3 ... ... 50,447.5 221,408.9 125,272.9 1,077.0 3,824.3 130,174.1 ... 91,234.8 1,719,376.2

2004-III.... 141,522.6 4,125.3 289.9 ... 318.4 146,255.7 125,784.5 984.7 ... 126,769.2 ... 19,486.6 1,738,862.8

2004-IV ... 138,502.9 4,153.6 ... ... 53,412.6 196,070.2 126,724.0 1,179.0 ... 127,903.0 ... 68,167.2 1,807,030.0

2005-I ...... 162,236.3 4,382.6 ... ... 238.8 166,856.3 131,407.6 1,118.2 ... 132,525.8 ... 34,330.5 1,841,360.6

2005-II..... 176,305.0 4,418.1 ... ... 56,950.3 237,673.4 132,538.4 1,114.8 3,862.5 137,515.7 ... 100,157.7 1,941,518.2

2005-III.... 151,283.5 4,434.5 293.3 ... 301.5 156,314.0 133,126.6 1,017.7 ... 134,144.2 ... 22,169.8 1,963,688.0

2005-IV ... 142,159.1 4,466.2 ... ... 60,250.6 206,876.6 134,155.7 1,217.9 ... 135,373.6 ... 71,503.0 2,035,191.1

2006-I ...... 171,785.6 4,709.7 ... ... 307.5 176,802.1 139,276.6 1,154.6 ... 140,431.3 ... 36,370.8 2,071,561.8

2006-II..... 185,200.2 4,747.8 ... ... 63,938.4 253,885.3 140,476.3 1,156.3 3,730.0 145,362.6 ... 108,522.8 2,180,084.6

2006-III.... 157,048.3 4,766.1 296.0 ... 287.9 162,397.9 141,112.7 1,054.1 ... 142,166.7 ... 20,231.1 2,200,315.8

2006-IV ... 148,988.7 4,801.6 ... ... 67,537.9 221,326.5 142,246.8 1,257.3 ... 143,504.2 ... 77,822.4 2,278,138.1

2007-I ...... 180,830.9 5,070.6 ... ... 296.3 186,197.0 147,867.4 1,191.6 ... 149,059.0 ... 37,137.9 2,315,276.1

2007-II..... 194,386.9 5,112.4 ... ... 71,439.6 270,938.0 149,151.0 1,198.8 4,006.9 154,356.7 ... 116,581.3 2,431,857.4

2007-III.... 164,993.8 5,133.2 299.1 ... 277.6 170,703.7 149,854.2 1,091.2 ... 150,945.4 ... 19,758.3 2,451,615.7

2007-IV ... 156,389.0 5,175.3 ... ... 75,328.6 236,894.0 151,149.5 1,298.0 ... 152,447.6 ... 84,446.4 2,536,062.1

2008-I ...... 189,284.7 5,479.6 ... ... 284.7 195,048.1 157,292.6 1,229.8 ... 158,522.4 ... 36,525.7 2,572,587.8

2008-II..... 203,539.0 5,530.1 ... ... 79,435.0 288,504.2 158,783.8 1,242.7 4,098.3 164,124.9 ... 124,379.3 2,696,967.1

2008-III.... 172,327.3 5,556.8 302.3 ... 267.2 178,453.1 159,632.1 1,129.7 ... 160,761.8 ... 17,691.3 2,714,658.4

2008-IV ... 165,087.0 5,608.2 ... ... 83,616.6 254,311.9 161,154.4 1,340.6 ... 162,495.0 ... 91,817.0 2,806,475.4

2009-I ...... 197,971.4 5,963.7 ... ... 274.5 204,210.3 167,923.6 1,269.6 ... 169,193.3 ... 35,017.0 2,841,492.4

2009-II..... 212,793.2 6,025.4 ... ... 87,907.5 306,727.9 169,649.1 1,288.8 4,238.1 175,176.0 ... 131,551.9 2,973,044.3

2009-III.... 179,883.5 6,060.3 305.6 ... 257.7 186,506.0 170,661.3 1,169.9 ... 171,831.2 ... 14,674.7 2,987,719.1

2009-IV ... 175,811.4 6,124.5 ... ... 92,105.6 274,041.3 172,458.6 1,384.4 ... 173,843.0 ... 100,198.3 3,087,917.3

2010-I ...... 204,950.8 6,529.4 ... ... 265.6 211,746.0 179,741.1 1,310.7 ... 181,051.8 ... 30,694.2 3,118,611.6

2010-II..... 224,364.6 6,589.8 ... ... 96,545.9 327,499.7 181,418.6 1,336.6 4,381.3 187,136.5 ... 140,363.2 3,258,974.8

2010-III.... 191,363.2 6,625.6 309.2 ... 242.3 198,539.9 182,451.9 1,211.6 ... 183,663.6 ... 14,876.3 3,273,851.1

2010-IV ... 183,258.4 6,701.2 ... ... 101,058.0 291,018.3 184,508.7 1,430.2 ... 185,938.9 ... 105,079.3 3,378,930.4

1 Positive figure represents amounts lent to the OASI Trust Fund from the HI Trust Fund. Negative figures represent amounts repaid from the OASI Trust Fund to the HI Trust Fund.

Transfers were not available until November 1982. 2 Income from taxation of benefits was not available until 1984. 3 Paid from the general fund of the Treasury. Includes transfers representing contributions that would have been paid on deemed wage credits for military service performed—traditionally split into “pre-1957” and “post-1956”—if such credits were considered covered wages. In 1983, a change in the financing basis for pre-1957 service resulted in a one-time

transfer for past credits—adjustments to the initial 1983 transfer were made in 1985, 1990, 1995, and 2000. Additional adjustments are expected quinquennially thereafter. 4 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. 5 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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. Calendar years 1982-86 reflect interest on interfund borrowing. Calendar years 1983-90 reflect interest on advance tax transfers. The amount shown for 1985 includes an interest adjustment of $102.8 million on unnegotiated checks

issued before April 1985. 6 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, relatively small reductions

are made for the amount of reimbursement for unnegotiated benefit checks.
TF Income & Outgo

240

Sources:

• Assets and disbursements shown earlier.

• Historical advance tax transfers were made from May 1983 through November 1990, and are based on administrative records from the Department of the Treasury. (Advance tax transfers no longer available.)

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A12 and

V.B12 for low-cost and high-cost alternatives, respectively.

Table IV.16.—Trust Fund Ratios 1 of the OASI, DI, and Combined Trust Funds

(Calendar years 1975-2000, and calendar quarters 2001-10)

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

1975 .................................. 62.5 92.3 66.3

1976 .................................. 54.5 70.9 56.7

1977 .................................. 47.0 48.1 47.1

1978 .................................. 39.1 26.0 37.3

1979 .................................. 29.5 29.8 29.6

1980 .................................. 22.9 35.5 24.5

1981 .................................. 18.0 20.6 18.3

1982 .................................. 15.1 16.9 15.3

1983 .................................. 14.4 14.8 14.5

1984 .................................. 19.9 35.1 21.4

1985 .................................. 24.0 27.2 24.3

1986 .................................. 28.0 37.8 29.0

1987 .................................. 29.8 43.8 31.2

1988 .................................. 41.0 38.1 40.7

1989 .................................. 59.0 38.0 56.9

1990 .................................. 78.5 40.4 74.6

1991 .................................. 87.2 38.8 82.2

1992 .................................. 103.1 40.3 96.2

1993 .................................. 116.9 34.6 107.4

1994 .................................. 130.0 23.1 117.1

1995 .................................. 138.9 54.5 128.4

1996 .................................. 148.8 82.8 140.3

1997 .................................. 159.6 112.5 153.6

1998 .................................. 177.3 133.0 171.5

1999 .................................. 200.6 152.4 194.1

2000 .................................. 222.9 171.4 215.9

2001-I................................ 246.2 195.0 239.1

2001-II .............................. 250.1 199.4 243.0

2001-III ............................. 263.0 211.0 255.7

2001-IV............................. 264.2 212.0 256.9

2002-I................................ 271.9 217.4 264.1

2002-II .............................. 275.6 220.3 267.7

2002-III ............................. 289.2 231.3 280.9

2002-IV............................. 289.9 230.6 281.3

2003-I................................ 298.0 235.2 288.9

2003-II .............................. 301.6 236.6 292.0

2003-III ............................. 315.3 246.3 305.1

2003-IV............................. 315.6 244.1 304.9

2004-I................................ 324.1 248.0 312.6

2004-II .............................. 326.7 247.6 314.7

2004-III ............................. 340.6 256.1 327.7

2004-IV............................. 340.3 252.8 326.8

2005-I................................ 349.4 256.1 334.9

2005-II .............................. 351.5 254.6 336.3

2005-III ............................. 365.9 262.3 349.6

2005-IV............................. 365.6 258.3 348.6

2006-I................................ 374.3 260.4 356.1

2006-II .............................. 376.0 258.1 357.1

2006-III ............................. 390.4 264.7 370.1

2006-IV............................. 389.1 259.7 368.0

2007-I................................ 397.8 261.0 375.4

2007-II .............................. 398.8 257.9 375.7

2007-III ............................. 413.1 263.8 388.5

2007-IV............................. 410.9 258.1 385.6

2008-I................................ 419.4 258.8 392.6

2008-II .............................. 419.3 255.1 391.8

2008-III ............................. 433.0 260.2 404.0

2008-IV............................. 429.5 254.1 400.0

2009-I................................ 437.5 254.7 406.7

2009-II .............................. 436.1 250.6 404.8

2009-III ............................. 449.3 255.1 416.5

2009-IV............................. 445.0 248.5 411.7

2010-I................................ 453.2 248.8 418.5

2010-II .............................. 450.7 244.0 415.6

2010-III ............................. 463.7 248.0 427.0

2010-IV............................. 458.9 241.4 421.8

1 Represents assets at beginning of period, plus January advance tax transfers (1984-90), as a percentage of disbursements during the following 12-month period.
TF Income & Outgo

241

Sources:

• Effective taxable payroll from econometric model in the Office of the Chief Actuary.

• Income rate computed as sum of (a) employee-employer payroll tax rate, and (b) income tax revenue plus payments from the general fund of the Treasury divided by effective taxable payroll.

• Cost rate computed as total disbursements divided by effective taxable payroll.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions. See tables V.A13 and V.B13 for low-cost and high-cost alternatives, respectively.

Table IV.17.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds

(Calendar years 1975-2010)

[As a percentage of taxable payroll]

Year

OASI Trust Fund DI Trust Fund Total

Income rate Cost rate Balance Income rate Cost rate Balance Income rate Cost rate Balance

1975...................... 8.77 9.29 -0.51 1.16 1.36 -0.19 9.94 10.64 -0.71

1976...................... 8.80 9.41 -.61 1.16 1.44 -.28 9.97 10.85 -.89

1977...................... 8.80 9.44 -.64 1.17 1.50 -.33 9.96 10.94 -.97

1978...................... 8.59 9.25 -.66 1.57 1.45 .12 10.16 10.70 -.54

1979...................... 8.70 8.87 -.17 1.51 1.35 .16 10.21 10.22 -.02

1980...................... 9.07 9.33 -.26 1.13 1.38 -.25 10.21 10.71 -.50

1981...................... 9.44 9.96 -.52 1.31 1.39 -.08 10.76 11.35 -.59

1982...................... 9.19 10.59 -1.40 1.66 1.34 .32 10.85 11.93 -1.08

1983...................... 9.91 10.26 -.35 1.33 1.22 .11 11.24 11.48 -.24

1984...................... 10.58 10.06 .52 1.01 1.15 -.14 11.59 11.21 .38

1985...................... 10.71 9.92 .79 1.07 1.13 -.06 11.79 11.05 .73

1986...................... 10.59 9.81 .77 1.01 1.11 -.10 11.60 10.93 .67

1987...................... 10.57 9.60 .97 1.00 1.10 -.10 11.56 10.69 .87

1988...................... 11.22 9.57 1.65 1.06 1.08 -.01 12.28 10.65 1.64

1989...................... 11.17 9.51 1.66 1.06 1.06 (1) 12.23 10.57 1.66

1990...................... 11.32 9.66 1.66 1.17 1.09 .09 12.49 10.74 1.75

1991...................... 11.44 10.15 1.29 1.21 1.18 .03 12.65 11.33 1.32

1992...................... 11.43 10.27 1.16 1.21 1.27 -.06 12.64 11.54 1.10

1993...................... 11.40 10.37 1.03 1.21 1.35 -.14 12.61 11.73 .88

1994...................... 10.70 10.22 .48 1.89 1.40 .49 12.59 11.62 .97

1995...................... 10.70 10.22 .48 1.88 1.44 .44 12.59 11.67 .92

1996...................... 10.73 10.06 .68 1.89 1.48 .41 12.62 11.53 1.09

1997...................... 10.93 9.83 1.09 1.71 1.44 .28 12.64 11.27 1.37

1998...................... 10.96 9.49 1.47 1.72 1.43 .29 12.68 10.91 1.76

1999...................... 10.99 9.13 1.86 1.72 1.43 .29 12.71 10.56 2.15

2000...................... 10.89 9.04 1.86 1.80 1.43 .37 12.69 10.47 2.22

2001...................... 10.90 9.04 1.86 1.82 1.45 .37 12.72 10.50 2.22

2002...................... 10.90 8.94 1.96 1.82 1.48 .34 12.72 10.42 2.30

2003...................... 10.91 8.91 2.00 1.82 1.53 .29 12.73 10.44 2.29

2004...................... 10.92 8.91 2.01 1.82 1.58 .24 12.74 10.49 2.25

2005...................... 10.93 8.92 2.00 1.82 1.64 .18 12.75 10.56 2.19

2006...................... 10.93 8.95 1.98 1.82 1.70 .12 12.75 10.65 2.11

2007...................... 10.94 9.02 1.92 1.82 1.76 .06 12.76 10.78 1.99

2008...................... 10.95 9.11 1.84 1.82 1.82 (1) 12.78 10.93 1.84

2009...................... 10.96 9.25 1.71 1.83 1.87 -.05 12.79 11.13 1.66

2010...................... 10.98 9.42 1.56 1.83 1.92 -.10 12.81 11.34 1.46

1 Between -0.005 and 0.005 percent of taxable payroll.
TF Income & Outgo

242

Note: Payroll tax reflects net payments to the general fund of the

Treasury in the amount of $0.8 billion for military service.

Note: Future estimates based on 2001 Trustees Report intermediate

set of assumptions.

Figure 5.—Income of the Combined OASI and DI 

Trust Funds, Calendar Year 2000

[In billions]

Figure 7.—Assets of the Combined OASI and DI 

Trust Funds, as of December 31, 2000

[In billions]

Interest

$64.5

(11.3%)

Taxation of benefits

$12.3

(2.2%)

Payroll tax

$491.6

(86.5%)

OASI

$931.0

(88.7%)

DI

$118.5

(11.3%)

Figure 6.—Outgo of the Combined OASI and DI

Trust Funds, Calendar Year 2000

[In billions]

Figure 8.—Trust Fund Ratios of the OASI and DI 

Trust Funds, Calendar Years 1975-2010

[In percent]

Benefit payments

$407.6

(98.2%)

Railroad transfers

$3.7

(0.9%)

Administrative expenses

$3.8

(0.9%)

0

50

100

150

200

250

300

350

400

450

500

1975 1980 1985 1990 1995 2000 2005 2010

Beginning of calendar year

OASI

DI

Historical Estimated
Low-Cost

243

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS

The Office of the Chief Actuary prepares cost estimates for

the Trustees Report based on three alternative sets of

assumptions. Prior tables show data based on the intermediate (alternative II) set. This section shows results from the

low-cost (alternative I) and high-cost (alternative III) sets.

These alternatives illustrate variations in the projected financial status of the OASDI program resulting from economic

and demographic assumptions that differ substantially from

what is considered to be most likely.

In general, low-cost assumptions assume relatively rapid

economic growth, low inflation, and demographic conditions

that are favorable from the standpoint of program financing.

High-cost assumptions assume slow economic growth, more

rapid inflation, and financially disadvantageous demographic conditions.

A. LOW-COST ASSUMPTIONS

Economic and Demographic Assumptions

Table V.A1 shows the various low-cost economic assumptions. The level of economic activity is assumed to be higher

than the intermediate projection. Specifically, real GDP

declines from an estimated 5.1 percent in 2000, to 2.5 percent by 2010. Under the intermediate set, GDP declines to

2.0 percent. The annual percent increase in covered wages is

lower than the intermediate set beginning in 2003, reaching a

level of 3.8 percent by the end of the short-range period. The

ultimate level of CPI is a full percentage point lower under

low-cost resulting in a real-wage differential of 1.5 percent

by the end of the period. Nominal interest rates for invested

assets of the trust funds are expected to be slightly lower;

annual unemployment rates are one percentage point lower.

Table V.A2 shows average annual wages are slightly higher

than the intermediate projection through 2003, then slightly

lower from 2004 through 2010. 

Tables V.A3 and V.A4 show the program amounts. Compared to the intermediate projection, benefit increases are the

same for 2001, but lower thereafter due to lower rates of

inflation. Annual increases in amounts that are based on

automatic-adjustment provisions follow the same pattern of

increase in the average wage index, lagged by 2 years. For

example, the increase in the PIA bend points for 2002 is

roughly the same as the increase in the average wage index

for 2000—5.7 percent.

Tables V.A5 and V.A6 show low-cost demographic and programmatic assumptions. By 2010, the fertility rate of 2.12 is

slightly higher than the rate of 2.02 for the intermediate set.

Mortality rates are higher under low-cost assumptions,

resulting in lower program costs. Life expectancy at age 65

is 6 months lower for both males and females by 2010.

Immigration is estimated to be higher by 310,000 annually

under low-cost assumptions.

Coverage rates are higher under low-cost assumptions

because of the lower unemployment rates. About 0.9 percent

more of the population is working in covered employment by

2010. Insured rates are about the same as in the intermediate

set. Disability incidence rates are lower and termination rates

are higher.

Benefit Payments

The numbers of OASI and DI beneficiaries and benefit payments are projected by methods identical to those described

in section III. Tables V.A7 and V.A8 summarize the number

of beneficiaries and benefit payments based on low-cost

assumptions.

The total number of OASDI beneficiaries is nearly 1.3 million lower by the end of 2010, compared to the intermediate

projection. The estimated number of retired workers is less

because of higher assumed mortality rates. The number of

disabled workers is less because of lower incidence rates and

higher termination rates under low-cost assumptions.

Lower benefit amounts are also predicted under low-cost

assumptions, due to lower inflation and wage growth. Fewer

beneficiaries combined with lower benefits result in lower

total benefit payments—roughly $667 billion in 2010 for the

combined OASI and DI Trust Funds, compared to $728 billion based on intermediate assumptions.

Trust Fund Status

The progress of the OASI and DI Trust Funds is projected by

methods identical to those described in section IV. Tables

V.A9-V.A11 show the progress of the OASI, DI, and combined funds. Assets are projected to increase more rapidly

under the low-cost assumptions—roughly $3.7 trillion combined by the end of 2010, compared to $3.4 trillion based on

intermediate assumptions.

Table V.A12 shows the status of the trust funds as measured

by trust fund ratios. OASI and DI trust fund ratios reach 513

and 369 percent, respectively, by the beginning of 2010,

compared to 453 and 249 percent under intermediate projections.

Table V.A13 shows annual income rates and cost rates for

the trust funds. As expected, higher balances result under the

low-cost alternative—2.35 percent of taxable payroll by

2010 for the OASDI program, compared to 1.46 percent

under intermediate projections.
Alternative Assumptions

244

Source: Rates projected by the Office of the Chief Actuary.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Source: Projections from the Office of the Chief Actuary.

Note: Estimates based on 2001 Trustees Report low-cost set of

assumptions.

Table V.A1.—Selected OASDI Short-Range Economic Assumptions

(Low-cost alternative, calendar years 2001-10)

Year

Average annual percentage increase in—

Real-wage

differential1

(percent)

Average annual

interest rate2

(percent)

Average annual

unemployment

rate3

(percent)

Average annual

percentage

increase in

labor force Real GDP 5 4

Average annual

wage in covered

employment

Consumer Price

Index6

2001 ....................... 3.5 5.1 3.0 2.2 5.8 4.0 1.1

2002 ....................... 3.5 4.8 2.6 2.2 6.1 4.1 1.3

2003 ....................... 3.1 4.0 2.4 1.6 5.8 4.2 1.0

2004 ....................... 3.0 4.0 2.3 1.7 5.8 4.2 1.0

2005 ....................... 2.9 3.9 2.3 1.6 5.9 4.2 1.0

2006 ....................... 2.9 4.0 2.3 1.7 5.9 4.2 1.0

2007 ....................... 2.7 3.8 2.3 1.5 5.9 4.3 1.0

2008 ....................... 2.6 3.7 2.3 1.4 5.9 4.3 .9

2009 ....................... 2.6 3.8 2.3 1.5 6.0 4.4 .8

2010 ....................... 2.5 3.8 2.3 1.5 6.0 4.5 .9

1 The real-wage differential is the difference between nominal wage growth and inflation. This differential is calculated as the percent change in average annual covered wages

minus the percent change in the average annual CPI-W. Numbers may not add due to rounding. 2 The average annual interest rate is the average of the 12 monthly nominal interest rates for special public-debt obligations issuable to the trust funds. In practice, these rates are

compounded semiannually. 3 The rates shown are unadjusted civilian unemployment rates. 4 Labor force is the total for the United States (including military personnel) and reflects the average of the monthly numbers of persons in the labor force for each year. 5 The real GDP (gross domestic product) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 1996 dollars. 6 The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

Table V.A2.—Average Amount of Total Wages1

(Low-cost alternative, calendar years 2000-10)

1 Average wages used for Social Security indexing purposes.

Year Average wage

2000 ............................................. $32,193.94

2001 ............................................. 33,758.97

2002 ............................................. 35,383.30

2003 ............................................. 36,787.92

2004 ............................................. 38,246.59

2005 ............................................. 39,741.55

2006 ............................................. 41,303.97

2007 ............................................. 42,878.54

2008 ............................................. 44,472.96

2009 ............................................. 46,154.75

2010 ............................................. 47,901.25
Low-Cost

245

Source: Benefit increases based on assumed future growth in CPI; all other future figures based on average amount of total wages.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Source: Figures based on average amount of total wages.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A3.—Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and Benefit Bases,

and Retirement Earnings Test Exempt Amounts

(Low-cost alternative, calendar years 2001-10)

Year

OASDI

benefit increase1

(percent)

Increase in average

wage index2

(percent)

OASDI

contribution and

benefit base

Retirement earnings test exempt amounts

Under age 65 Age 65 or older3

2001.................................... 2.8 4.9 $80,400 $10,680 $25,000

2002.................................... 2.6 4.8 85,200 11,280 30,000

2003.................................... 2.3 4.0 89,100 11,880 31,440

2004.................................... 2.3 4.0 93,600 12,360 33,000

2005.................................... 2.3 3.9 97,200 12,840 34,320

2006.................................... 2.3 3.9 101,100 13,440 35,640

2007.................................... 2.3 3.8 105,000 13,920 37,080

2008.................................... 2.3 3.7 109,200 14,520 38,520

2009.................................... 2.3 3.8 113,400 15,000 39,960

2010.................................... 2.3 3.8 117,600 15,600 41,400

1 Effective with benefits payable for December in each year. 2 Increase in the average wage index over the prior year. See table V.A2 for projected dollar amounts of the average wage index. 3 Public Law 106-182 eliminates the earnings test for workers attaining normal retirement age in 2000 or later. Exception: the test still applies to all months prior to attainment of the

full retirement age in the calendar year the beneficiary attains full retirement age.

Table V.A4.—Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions

(Low-cost alternative, calendar years 2001-10)

Year

AIME “bend points” in PIA formula PIA “bend points” in maximum-family-benefit formula Earnings required

for a quarter

of coverage

“Old-law”

contribution and

First Second First Second Third benefit base

2001........................ $561 $3,381 $717 $1,034 $1,349 $830 $59,700

2002........................ 593 3,572 757 1,093 1,425 870 63,300

2003........................ 621 3,745 794 1,146 1,495 910 66,300

2004........................ 651 3,926 832 1,201 1,567 960 69,300

2005........................ 677 4,082 865 1,249 1,629 1,000 72,300

2006........................ 704 4,243 900 1,298 1,693 1,040 75,000

2007........................ 731 4,409 935 1,349 1,760 1,080 78,000

2008........................ 760 4,583 971 1,402 1,829 1,120 81,000

2009........................ 789 4,757 1,008 1,456 1,899 1,160 84,000

2010........................ 819 4,934 1,046 1,510 1,969 1,210 87,300
Alternative Assumptions

246

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Sources: 

• Covered persons used in calculating coverage rate from the Office of the Chief Actuary. Population figures from the Office of the Chief Actuary.

• Fully insured persons used in calculating fully insured rate from the Office of the Chief Actuary (projected based on historical relationship to population and coverage rates).

• Disability insured persons used in calculating disability insured rate from the Office of the Chief Actuary (projected based on historical relationship to fully insured and labor force

rates).

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A5.—Selected OASDI Short-Range Demographic Assumptions

(Low-cost alternative, calendar years 2001-10)

Year

Total

fertility rate 1

1 The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or

assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2025.

Age-sexadjusted

death rate 2

(per 100,000)

2 The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 1990, if that population were to experience the death rates by age

and sex observed in, or assumed for, the selected year.

Period life expectancy 3

3 The period life expectancy for any year is the average number of years of life remaining for a group of persons if that group were to experience the death rates by age observed in,

or assumed for, the selected year.

Net immigration

At birth At age 65

Legal

Other

than

Male Female Male Female legal

2001 ............................. 2.08 801.5 73.9 79.6 15.8 19.1 600,000 450,000

2002 ............................. 2.08 800.6 74.0 79.6 15.8 19.1 680,000 450,000

2003 ............................. 2.09 800.2 74.1 79.6 15.8 19.0 760,000 450,000

2004 ............................. 2.09 800.5 74.1 79.6 15.8 19.0 760,000 450,000

2005 ............................. 2.09 800.8 74.2 79.6 15.8 19.0 760,000 450,000

2006 ............................. 2.10 801.4 74.3 79.6 15.8 18.9 760,000 450,000

2007 ............................. 2.10 802.0 74.3 79.6 15.8 18.9 760,000 450,000

2008 ............................. 2.11 802.7 74.4 79.6 15.8 18.8 760,000 450,000

2009 ............................. 2.11 803.4 74.4 79.5 15.8 18.8 760,000 450,000

2010 ............................. 2.12 804.0 74.5 79.5 15.8 18.8 760,000 450,000

Table V.A6.—Selected OASDI Short-Range Programmatic Assumptions

(Low-cost alternative, calendar years 2001-10)

Year

Coverage rate1

(percent)

1 The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year.

Insured status Disability

incidence rate2

(per thousand)

2 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 1998.

Disability

termination rate3

(percent)

3 The disability termination rate is the number of disabled worker terminations (due to all reasons including death, recovery, and attainment of normal retirement age) per thousand

disabled worker beneficiaries.

Fully 4

(percent)

4 The fully insured rate is the number of fully insured persons aged 62 or older expressed as a percentage of the total population aged 62 or older, as of December 31.

Disability5

(percent)

5 The disability insured rate is the number of disability insured persons expressed as a percentage of the total population aged 15 to normal retirement age, as of December 31.

2001 .................................... 67.92 79.87 73.66 4.27 87.77

2002 .................................... 67.92 80.28 73.91 4.26 87.36

2003 .................................... 67.82 80.70 74.12 4.19 80.57

2004 .................................... 67.68 81.15 74.26 4.13 80.48

2005 .................................... 67.56 81.62 74.36 4.13 80.66

2006 .................................... 67.44 82.08 74.44 4.12 81.17

2007 .................................... 67.30 82.53 74.57 4.09 81.90

2008 .................................... 67.21 83.05 74.73 4.05 83.70

2009 .................................... 67.09 83.61 74.90 4.01 93.01

2010 .................................... 66.97 84.14 75.08 4.01 91.02
Low-Cost

247

Sources:

• All detail columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

• Totals and subtotals computed by addition of corresponding detail.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A7.—Summary of OASDI Beneficiaries In Current-Payment Status

(Low-cost alternative, end of calendar half years 2001-10)

[In thousands]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefiTotal ciaries

Retired

workers

Wives

and

husbands Children Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and

aged

parents

Disabled

widows

and

widowers Total

Disabled

workers

Wives

and

husbands Children

2001-II ...... 45,613.2 31,900.2 28,645.8 2,785.2 469.2 6,980.0 1,894.7 192.4 4,687.9 205.0 6,732.9 5,099.8 161.4 1,471.7 0.1

2001-IV..... 45,760.1 32,016.4 28,775.2 2,776.2 465.0 6,969.6 1,881.0 196.9 4,683.4 208.4 6,774.0 5,159.0 157.6 1,457.4 (1)

1 Fewer than 50.

2002-II ...... 46,010.3 32,187.4 28,945.8 2,766.5 475.0 6,967.8 1,896.9 186.7 4,673.0 211.2 6,855.1 5,230.2 155.1 1,469.8 (1)

2002-IV..... 46,176.6 32,308.0 29,077.5 2,760.1 470.4 6,959.7 1,882.2 191.3 4,672.5 213.8 6,908.9 5,296.5 152.2 1,460.1 (1)

2003-II ...... 46,450.3 32,486.7 29,254.9 2,751.6 480.2 6,954.7 1,896.4 181.8 4,660.0 216.6 7,008.8 5,383.9 150.4 1,474.4 (1)

2003-IV..... 46,635.7 32,612.7 29,391.3 2,746.2 475.2 6,942.6 1,879.7 186.6 4,657.1 219.2 7,080.4 5,466.1 148.3 1,466.1 (1)

2004-II ...... 46,969.1 32,847.8 29,627.5 2,735.7 484.7 6,939.3 1,893.6 177.5 4,645.8 222.4 7,182.0 5,552.4 147.2 1,482.4 (1)

2004-IV..... 47,182.0 32,999.0 29,791.9 2,728.0 479.1 6,928.4 1,876.3 182.5 4,644.0 225.5 7,254.6 5,633.4 145.7 1,475.5 (1)

2005-II ...... 47,558.0 33,271.9 30,067.4 2,716.2 488.3 6,923.2 1,889.3 173.8 4,631.4 228.7 7,362.9 5,722.0 145.3 1,495.6 (1)

2005-IV..... 47,801.8 33,451.0 30,261.6 2,707.0 482.4 6,909.8 1,871.2 178.8 4,628.0 231.8 7,441.0 5,805.1 144.4 1,491.5 (1)

2006-II ...... 48,180.3 33,718.8 30,528.6 2,699.0 491.2 6,908.4 1,883.1 170.5 4,620.1 234.7 7,553.1 5,894.3 144.6 1,514.3 (1)

2006-IV..... 48,453.9 33,921.9 30,744.1 2,693.3 484.5 6,898.0 1,863.6 175.6 4,621.2 237.6 7,634.0 5,977.8 144.0 1,512.1 (1)

2007-II ...... 48,834.1 34,185.9 31,004.0 2,689.2 492.7 6,902.0 1,873.8 167.6 4,621.2 239.5 7,746.2 6,064.9 144.5 1,536.7 (1)

2007-IV..... 49,159.3 34,437.2 31,265.0 2,687.0 485.3 6,895.7 1,852.0 172.8 4,629.7 241.2 7,826.3 6,146.4 144.3 1,535.6 (1)

2008-II ...... 49,610.8 34,777.9 31,605.1 2,680.0 492.8 6,900.8 1,860.7 165.0 4,632.3 242.8 7,932.1 6,226.5 145.0 1,560.6 (1)

2008-IV..... 50,029.7 35,129.6 31,970.3 2,674.8 484.5 6,894.8 1,836.9 170.3 4,643.2 244.4 8,005.4 6,301.0 144.9 1,559.5 (1)

2009-II ...... 50,554.4 35,571.3 32,415.3 2,664.2 491.8 6,901.5 1,845.8 162.6 4,647.5 245.6 8,081.6 6,351.2 145.7 1,584.7 (1)

2009-IV..... 51,081.4 36,059.2 32,920.7 2,655.3 483.3 6,896.7 1,822.1 167.8 4,660.1 246.7 8,125.5 6,396.2 145.8 1,583.4 (1)

2010-II ...... 51,547.2 36,432.4 33,298.6 2,643.2 490.6 6,901.7 1,831.9 160.5 4,661.5 247.7 8,213.2 6,455.9 146.9 1,610.3 (1)

2010-IV..... 52,155.3 36,992.8 33,878.1 2,632.5 482.1 6,895.0 1,809.3 165.8 4,671.1 248.7 8,267.6 6,510.3 147.3 1,610.1 (1)
Alternative Assumptions

248

Sources:

• All detail columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

• Totals and subtotals computed by addition of corresponding detail.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A8.—Summary of OASDI Benefit Payments

(Low-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

payTotal mentsRetired

workers Dependents Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and

aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Dependents

2001-I ........ $106,688.0 $72,049.4 $66,577.7 $5,471.7 $20,187.7 $3,247.9 $362.5 $16,234.1 $343.3 $14,390.5 $13,078.1 $1,312.5 $0.1 $60.4

2001-II....... 107,237.6 72,398.7 66,914.3 5,484.4 20,338.2 3,289.8 355.2 16,342.7 350.4 14,443.9 13,124.2 1,319.7 (1 )

1 Less than $50,000.

56.7

2001-III...... 107,480.4 72,571.8 67,081.7 5,490.1 20,349.8 3,217.1 359.8 16,420.6 352.3 14,505.3 13,215.7 1,289.6 (1) 53.5

2001-IV ..... 108,164.3 73,060.1 67,547.9 5,512.2 20,418.4 3,235.0 365.0 16,468.3 350.1 14,636.6 13,339.3 1,297.3 (1) 49.1

2002-I ........ 111,538.7 75,236.1 69,591.7 5,644.4 21,042.7 3,374.1 366.7 16,937.2 364.7 15,199.0 13,848.4 1,350.6 (1) 61.0

2002-II....... 112,245.2 75,656.4 69,995.0 5,661.4 21,203.0 3,417.8 359.6 17,053.7 371.9 15,328.3 13,959.7 1,368.7 (1) 57.4

2002-III...... 112,582.1 75,878.4 70,206.6 5,671.8 21,219.1 3,341.0 364.5 17,140.0 373.7 15,430.4 14,087.5 1,343.0 (1) 54.1

2002-IV ..... 113,309.9 76,392.4 70,693.2 5,699.2 21,297.2 3,359.3 369.9 17,196.7 371.3 15,570.6 14,219.2 1,351.4 (1) 49.7

2003-I ........ 116,651.9 78,498.0 72,670.6 5,827.4 21,902.4 3,493.5 370.9 17,652.9 385.1 16,189.8 14,778.0 1,411.7 (1) 61.8

2003-II....... 117,412.7 78,939.5 73,091.5 5,847.9 22,062.4 3,538.3 364.2 17,767.3 392.6 16,352.8 14,920.6 1,432.2 (1) 58.1

2003-III...... 117,802.4 79,187.3 73,325.4 5,861.9 22,074.4 3,456.6 369.5 17,853.6 394.7 16,486.0 15,080.0 1,406.0 (1) 54.7

2003-IV ..... 118,586.7 79,724.1 73,830.5 5,893.7 22,153.2 3,474.7 375.5 17,910.4 392.6 16,659.2 15,243.1 1,416.1 (1) 50.3

2004-I ........ 121,784.4 81,711.3 75,699.9 6,011.3 22,720.8 3,605.1 376.0 18,333.2 406.5 17,289.8 15,812.5 1,477.3 (1) 62.5

2004-II....... 122,666.9 82,247.7 76,216.5 6,031.2 22,895.2 3,652.8 369.5 18,458.1 414.8 17,465.2 15,964.7 1,500.4 (1) 58.8

2004-III...... 123,149.8 82,569.4 76,525.3 6,044.2 22,916.7 3,567.5 375.2 18,556.3 417.7 17,608.4 16,134.5 1,473.8 (1) 55.4

2004-IV ..... 124,007.0 83,151.9 77,076.0 6,075.9 23,010.6 3,587.0 381.8 18,625.3 416.4 17,793.7 16,308.0 1,485.7 (1) 50.9

2005-I ........ 127,443.4 85,282.7 79,085.2 6,197.5 23,610.1 3,724.6 382.8 19,070.7 432.1 18,487.3 16,932.7 1,554.6 (1) 63.3

2005-II....... 128,433.3 85,907.5 79,689.5 6,218.0 23,785.7 3,774.7 376.5 19,193.7 440.8 18,680.6 17,099.2 1,581.5 (1) 59.5

2005-III...... 128,988.6 86,291.8 80,061.0 6,230.8 23,801.7 3,685.1 382.6 19,290.0 443.9 18,839.1 17,284.4 1,554.7 (1) 56.1

2005-IV ..... 129,927.6 86,938.2 80,674.6 6,263.5 23,895.3 3,705.4 389.6 19,357.4 442.8 19,042.6 17,473.6 1,569.0 (1) 51.5

2006-I ........ 133,561.4 89,196.6 82,807.5 6,389.2 24,522.7 3,851.3 391.1 19,820.3 460.0 19,778.1 18,135.7 1,642.4 (1) 64.0

2006-II....... 134,607.6 89,851.2 83,437.9 6,413.4 24,710.4 3,903.5 385.0 19,952.8 469.0 19,985.8 18,313.2 1,672.5 (1) 60.2

2006-III...... 135,207.3 90,267.5 83,838.5 6,429.0 24,728.2 3,807.7 391.5 20,056.7 472.3 20,154.9 18,510.3 1,644.6 (1) 56.7

2006-IV ..... 136,243.1 90,990.3 84,525.0 6,465.4 24,828.8 3,828.2 398.8 20,130.8 471.1 20,371.9 18,711.0 1,660.9 (1) 52.1

2007-I ........ 140,107.7 93,405.2 86,806.5 6,598.6 25,494.8 3,981.8 400.7 20,623.0 489.3 21,142.9 19,405.1 1,737.8 (1) 64.8

2007-II....... 141,225.2 94,095.1 87,466.8 6,628.3 25,710.1 4,035.7 394.9 20,781.6 497.9 21,359.1 19,588.6 1,770.5 (1) 60.9

2007-III...... 141,889.1 94,555.8 87,907.8 6,647.9 25,742.0 3,931.3 401.8 20,908.5 500.3 21,534.0 19,792.9 1,741.1 (1) 57.4

2007-IV ..... 143,075.5 95,399.7 88,710.2 6,689.5 25,863.1 3,950.9 409.2 21,005.2 497.9 21,759.9 20,001.1 1,758.8 (1) 52.7

2008-I ........ 147,280.8 98,086.7 91,254.6 6,832.1 26,572.9 4,108.4 411.2 21,537.4 516.0 22,555.7 20,717.8 1,837.9 (1) 65.5

2008-II....... 148,588.9 98,941.8 92,078.1 6,863.6 26,815.2 4,164.2 405.5 21,720.6 524.9 22,770.3 20,897.9 1,872.4 (1) 61.6

2008-III...... 149,396.1 99,534.3 92,651.0 6,883.3 26,862.3 4,050.6 412.8 21,871.6 527.3 22,941.4 21,100.4 1,841.0 (1) 58.1

2008-IV ..... 150,792.5 100,563.4 93,636.4 6,927.0 27,008.6 4,069.5 420.5 21,994.1 524.6 23,167.1 21,307.5 1,859.6 (1) 53.4

2009-I ........ 155,435.9 103,613.7 96,537.2 7,076.5 27,769.4 4,231.8 422.6 22,571.8 543.2 23,986.6 22,043.4 1,943.2 (1) 66.3

2009-II....... 156,961.3 104,695.1 97,584.0 7,111.1 28,041.5 4,290.6 416.9 22,781.8 552.2 24,162.4 22,182.9 1,979.5 (1) 62.3

2009-III...... 157,936.0 105,472.8 98,341.0 7,131.8 28,110.0 4,170.7 424.4 22,960.5 554.4 24,294.5 22,348.4 1,946.2 (1) 58.7

2009-IV ..... 159,588.3 106,760.5 99,581.5 7,178.9 28,287.8 4,190.5 432.2 23,113.9 551.2 24,486.0 22,520.3 1,965.8 (1) 54.0

2010-I ........ 164,573.8 110,067.8 102,737.2 7,330.6 29,095.8 4,356.0 434.3 23,735.8 569.8 25,343.1 23,286.6 2,056.5 (1) 67.1

2010-II....... 166,055.0 111,066.9 103,703.0 7,363.8 29,379.7 4,418.1 428.6 23,954.1 578.9 25,545.3 23,449.7 2,095.7 (1) 63.1

2010-III...... 167,053.3 111,838.8 104,456.3 7,382.5 29,454.6 4,295.1 436.6 24,141.9 581.1 25,700.5 23,639.6 2,061.0 (1) 59.4

2010-IV ..... 168,936.2 113,319.8 105,891.1 7,428.7 29,643.8 4,317.0 444.8 24,304.3 577.8 25,918.0 23,835.8 2,082.3 (1) 54.6
Low-Cost

249

Source: All columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A9.—Operations of the OASI Trust Fund

(Low-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2001-I ....... $115,257.6 $3,000.0 ... ... $253.9 $118,511.9 $92,283.7 $613.2 ... $92,896.9 ... $25,615.0 $956,601.3

2001-II...... 124,074.8 3,036.2 ... ... 31,337.4 158,448.6 92,779.8 498.3 $3,226.8 96,504.9 ... 61,943.7 1,018,545.0

2001-III..... 105,422.2 3,070.4 $450.0 ... 183.3 109,124.8 92,961.0 487.3 ... 94,313.2 ... 14,811.6 1,033,356.5

2001-IV .... 100,086.9 3,060.2 415.3 -$0.7 33,037.9 136,599.4 93,513.6 687.3 ... 94,200.9 ... 42,398.5 1,075,755.0

2002-I ....... 121,873.9 3,265.4 ... ... 362.3 125,500.6 96,325.8 661.5 ... 96,987.3 ... 28,513.3 1,104,268.4

2002-II...... 131,532.8 3,284.9 ... ... 35,287.3 170,104.3 96,902.7 537.6 3,588.5 101,028.9 ... 69,075.4 1,173,343.8

2002-III..... 111,364.1 3,292.9 273.5 ... 271.3 115,203.2 97,137.5 525.7 ... 97,663.2 ... 17,540.0 1,190,883.8

2002-IV .... 105,971.4 3,312.8 ... ... 37,500.4 146,784.3 97,725.1 671.8 ... 98,396.9 ... 48,387.3 1,239,271.1

2003-I ....... 128,316.3 3,531.0 ... ... 166.7 132,013.7 100,448.0 646.6 ... 101,094.7 ... 30,919.0 1,270,190.2

2003-II...... 137,379.0 3,552.0 ... ... 40,163.5 181,094.5 101,045.8 525.5 3,580.7 105,152.0 ... 75,942.5 1,346,132.6

2003-III..... 116,531.6 3,561.0 259.8 ... 176.8 120,528.8 101,302.2 513.8 ... 101,816.1 ... 18,712.7 1,364,845.3

2003-IV .... 111,885.3 3,582.5 ... .1 42,148.9 157,616.4 101,913.3 671.3 ... 102,584.6 ... 55,031.9 1,419,877.2

2004-I ....... 133,093.0 3,790.3 ... ... 298.8 137,182.1 104,480.0 646.1 ... 105,126.1 ... 32,056.0 1,451,933.2

2004-II...... 143,815.7 3,815.9 ... ... 44,751.6 192,384.5 105,187.0 525.1 3,557.4 109,269.4 ... 83,115.1 1,535,048.4

2004-III..... 122,054.1 3,828.3 247.8 ... 270.4 126,400.7 105,526.7 513.4 ... 106,040.1 ... 20,360.5 1,555,408.9

2004-IV .... 119,558.7 3,852.6 ... ... 47,342.3 170,752.9 106,198.5 676.0 ... 106,874.5 ... 63,878.4 1,619,287.3

2005-I ....... 139,800.6 4,032.3 ... ... 286.1 144,118.3 108,940.8 650.7 ... 109,591.5 ... 34,526.8 1,653,814.1

2005-II...... 151,741.6 4,061.7 ... ... 50,423.8 206,227.5 109,737.3 528.8 3,521.4 113,787.5 ... 92,440.0 1,746,254.1

2005-III..... 130,318.5 4,076.5 250.7 ... 274.9 134,921.2 110,134.1 517.1 ... 110,651.2 ... 24,270.0 1,770,524.2

2005-IV .... 122,605.3 4,103.7 ... ... 53,273.2 179,981.9 110,869.5 682.8 ... 111,552.3 ... 68,429.6 1,838,953.7

2006-I ....... 147,818.1 4,281.2 ... ... 269.4 152,369.6 113,767.4 657.3 ... 114,424.7 ... 37,945.0 1,876,898.7

2006-II...... 159,132.3 4,312.8 ... ... 56,648.5 220,094.4 114,605.8 534.1 3,323.2 118,463.1 ... 101,631.3 1,978,530.0

2006-III..... 135,097.3 4,329.0 252.8 ... 257.5 139,936.5 115,036.3 522.3 ... 115,558.6 ... 24,377.9 2,002,907.9

2006-IV .... 128,403.7 4,359.8 ... ... 59,819.9 192,582.7 115,855.1 689.4 ... 116,544.5 ... 76,038.2 2,078,946.1

2007-I ....... 155,425.6 4,550.9 ... ... 251.2 160,228.0 118,948.1 663.6 ... 119,611.7 ... 40,616.3 2,119,562.4

2007-II...... 166,770.4 4,585.4 ... ... 63,495.0 234,850.4 119,849.3 539.3 3,482.8 123,871.4 ... 110,979.0 2,230,541.4

2007-III..... 141,676.6 4,604.1 255.1 ... 238.2 146,773.3 120,338.3 527.3 ... 120,865.6 ... 25,907.7 2,256,449.1

2007-IV .... 134,483.3 4,640.8 ... ... 67,041.3 206,164.0 121,298.6 695.2 ... 121,993.9 ... 84,170.1 2,340,619.2

2008-I ....... 162,353.6 4,858.0 ... ... 231.4 167,443.4 124,707.6 669.2 ... 125,376.9 ... 42,066.5 2,382,685.8

2008-II...... 174,200.2 4,900.6 ... ... 71,011.4 250,112.0 125,801.0 543.8 3,470.0 129,814.8 ... 120,297.1 2,502,982.9

2008-III..... 147,617.3 4,925.3 257.6 ... 218.9 153,019.2 126,437.0 531.8 ... 126,968.8 ... 26,050.5 2,529,033.4

2008-IV .... 141,676.4 4,971.0 ... ... 74,957.5 221,604.6 127,607.4 701.1 ... 128,308.6 ... 93,296.0 2,622,329.3

2009-I ....... 169,322.0 5,227.8 ... ... 212.5 174,763.1 131,431.0 674.9 ... 132,105.8 ... 42,657.3 2,664,986.6

2009-II...... 181,568.0 5,281.4 ... ... 79,341.6 266,189.9 132,780.4 548.4 3,496.6 136,825.4 ... 129,364.5 2,794,351.1

2009-III..... 153,643.2 5,314.9 260.0 ... 200.4 159,418.2 133,622.8 536.3 ... 134,159.0 ... 25,259.2 2,819,610.3

2009-IV .... 150,441.2 5,373.0 ... ... 83,596.4 239,410.5 135,083.4 706.6 ... 135,789.9 ... 103,620.6 2,923,230.9

2010-I ....... 174,793.5 5,666.5 ... ... 194.0 180,654.6 139,211.2 680.1 ... 139,891.3 ... 40,763.3 2,963,994.2

2010-II...... 190,869.5 5,718.6 ... ... 88,246.9 284,834.5 140,489.9 552.7 3,534.5 144,577.1 ... 140,257.3 3,104,251.5

2010-III..... 163,000.1 5,752.9 262.7 ... 181.2 169,197.2 141,333.0 540.4 ... 141,873.5 ... 27,323.8 3,131,575.3

2010-IV .... 156,372.9 5,820.7 ... ... 92,914.1 255,107.9 142,998.2 711.5 ... 143,709.7 ... 111,398.1 3,242,973.4
Alternative Assumptions

250

Source: All columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A10.—Operations of the DI Trust Fund

(Low-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2001-I....... $19,576.1 $185.4 ... ... $28.7 $19,789.1 $14,407.4 $356.6 ... $14,764.0 ... $5,025.1 $123,484.4

2001-II ..... 21,068.5 182.8 ... ... 3,919.8 25,170.7 14,460.2 449.0 -$12.4 14,896.9 ... 10,273.8 133,758.2

2001-III .... 17,899.4 185.3 $75.9 ... 25.9 18,187.2 14,532.5 383.1 ... 15,046.6 ... 3,140.6 136,898.8

2001-IV.... 17,004.8 185.3 ... ... 4,256.7 21,447.0 14,651.7 421.8 ... 15,073.5 ... 6,373.5 143,272.3

2002-I....... 20,695.1 194.4 ... ... 27.3 20,917.7 15,213.2 391.9 ... 15,605.1 ... 5,312.6 148,584.9

2002-II ..... 22,326.6 196.1 ... ... 4,663.4 27,185.5 15,342.0 493.4 178.1 16,013.6 ... 11,172.0 159,756.9

2002-III .... 18,908.8 197.4 46.7 ... 22.8 19,176.2 15,444.0 421.0 ... 15,865.0 ... 3,311.2 163,068.1

2002-IV.... 17,992.9 199.2 ... ... 5,060.9 23,254.0 15,583.9 443.5 ... 16,027.4 ... 7,226.6 170,294.7

2003-I....... 21,792.1 209.8 ... ... 9.9 22,010.7 16,202.6 412.1 ... 16,614.7 ... 5,396.0 175,690.7

2003-II ..... 23,328.8 211.9 ... ... 5,485.8 29,025.6 16,365.5 518.8 207.0 17,091.3 ... 11,934.3 187,625.0

2003-III .... 19,786.4 213.6 43.9 ... 17.0 20,060.7 16,498.8 442.7 ... 16,941.5 ... 3,119.2 190,744.2

2003-IV.... 18,999.9 215.9 ... ... 5,829.6 25,045.4 16,671.9 467.3 ... 17,139.2 ... 7,906.3 198,650.4

2004-I....... 22,602.9 224.0 ... ... 15.1 22,842.1 17,302.2 434.2 ... 17,736.4 ... 5,105.7 203,756.1

2004-II ..... 24,420.5 226.3 ... ... 6,241.8 30,889.1 17,478.0 546.7 242.0 18,266.6 ... 12,622.6 216,378.7

2004-III .... 20,726.9 228.2 42.1 ... 12.8 21,010.0 17,621.8 466.4 ... 18,088.2 ... 2,921.8 219,300.5

2004-IV.... 20,303.3 230.6 ... ... 6,650.4 27,184.8 17,807.3 492.3 ... 18,299.5 ... 8,885.3 228,185.8

2005-I....... 23,742.7 238.8 ... ... 11.3 23,993.2 18,500.9 457.4 ... 18,958.2 ... 5,034.9 233,220.7

2005-II ..... 25,765.3 241.4 ... ... 7,096.3 33,102.6 18,695.6 575.8 279.5 19,551.0 ... 13,551.6 246,772.4

2005-III .... 22,129.2 243.4 42.6 ... 9.1 22,424.5 18,856.8 491.3 ... 19,348.1 ... 3,076.4 249,848.7

2005-IV.... 20,820.8 246.0 ... ... 7,516.6 28,583.7 19,063.2 518.6 ... 19,581.8 ... 9,001.9 258,850.6

2006-I....... 25,105.7 261.5 ... ... 7.6 25,375.1 19,800.7 481.9 ... 20,282.5 ... 5,092.6 263,943.2

2006-II ..... 27,022.1 264.2 ... ... 7,974.5 35,260.7 20,011.0 606.7 295.4 20,913.0 ... 14,347.7 278,290.9

2006-III .... 22,941.6 266.4 42.9 ... 7.2 23,258.7 20,182.9 517.7 ... 20,700.5 ... 2,558.1 280,849.0

2006-IV.... 21,807.1 269.3 ... ... 8,404.7 30,481.1 20,402.8 545.7 ... 20,948.4 ... 9,532.6 290,381.6

2007-I....... 26,393.9 286.0 ... ... 5.2 26,684.2 21,176.2 507.0 ... 21,683.1 ... 5,001.1 295,382.7

2007-II ..... 28,317.0 288.9 ... ... 8,875.6 37,481.6 21,395.4 638.4 360.0 22,393.7 ... 15,087.8 310,470.5

2007-III .... 24,058.1 291.3 43.3 ... 7.0 24,399.3 21,573.3 544.7 ... 22,118.0 ... 2,281.4 312,751.9

2007-IV.... 22,836.4 294.4 ... ... 9,318.8 32,450.1 21,802.6 573.6 ... 22,376.1 ... 10,074.0 322,825.9

2008-I....... 27,568.3 312.2 ... ... 5.3 27,886.5 22,601.1 532.9 ... 23,134.1 ... 4,752.4 327,578.3

2008-II ..... 29,580.1 315.2 ... ... 9,798.4 39,693.7 22,818.9 671.0 401.6 23,891.4 ... 15,802.4 343,380.7

2008-III .... 25,067.8 317.6 43.7 ... 8.9 25,438.6 22,992.7 572.5 ... 23,565.2 ... 1,873.4 345,254.1

2008-IV.... 24,056.9 320.7 ... ... 10,253.2 34,631.9 23,221.5 603.2 ... 23,824.7 ... 10,807.2 356,061.3

2009-I....... 28,752.0 340.1 ... ... 6.6 29,099.6 24,043.7 560.4 ... 24,604.1 ... 4,495.6 360,556.9

2009-II ..... 30,832.3 342.6 ... ... 10,758.6 41,933.2 24,222.3 705.6 446.8 25,374.6 ... 16,558.5 377,115.4

2009-III .... 26,089.7 344.4 44.2 ... 10.7 26,489.1 24,356.4 602.0 ... 24,958.5 ... 1,530.6 378,646.0

2009-IV.... 25,546.2 347.1 ... ... 11,244.1 37,137.3 24,551.1 634.1 ... 25,185.2 ... 11,952.1 390,598.1

2010-I....... 29,681.8 368.8 ... ... 9.7 30,060.4 25,410.7 589.2 ... 25,999.9 ... 4,060.5 394,658.6

2010-II ..... 32,411.6 371.7 ... ... 11,772.0 44,555.7 25,614.1 741.8 485.5 26,841.5 ... 17,714.2 412,372.8

2010-III .... 27,679.8 374.0 44.6 ... 9.2 28,107.3 25,768.7 633.0 ... 26,401.7 ... 1,705.6 414,078.4

2010-IV.... 26,554.3 377.2 ... ... 12,292.0 39,223.2 25,985.2 666.7 ... 26,652.0 ... 12,571.2 426,649.6
Low-Cost

251

Source: All columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A11.—Operations of the Combined OASI and DI Trust Funds

(Low-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in funds

Funds

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2001-I ....... $134,833.7 $3,185.4 ... ... $282.6 $138,301.0 $106,691.1 $969.8 ... $107,660.9 ... $30,640.1 $1,080,085.7

2001-II...... 145,143.3 3,219.0 ... ... 35,257.3 183,619.3 107,240.0 947.3 $3,214.4 111,401.7 ... 72,217.5 1,152,303.2

2001-III..... 123,321.6 3,255.7 $525.9 ... 209.2 127,312.0 107,493.5 870.4 ... 109,359.8 ... 17,952.1 1,170,255.3

2001-IV .... 117,091.7 3,245.5 415.3 -$0.7 37,294.6 158,046.4 108,165.4 1,109.0 ... 109,274.3 ... 48,772.1 1,219,027.3

2002-I ....... 142,569.0 3,459.8 ... ... 389.5 146,418.4 111,538.9 1,053.4 ... 112,592.4 ... 33,825.9 1,252,853.3

2002-II...... 153,859.4 3,481.0 ... ... 39,950.8 197,289.8 112,244.8 1,031.0 3,766.6 117,042.4 ... 80,247.4 1,333,100.7

2002-III..... 130,272.9 3,490.3 320.2 ... 294.1 134,379.4 112,581.6 946.6 ... 113,528.2 ... 20,851.2 1,353,951.9

2002-IV .... 123,964.3 3,512.0 ... ... 42,561.3 170,038.3 113,309.0 1,115.3 ... 114,424.4 ... 55,613.9 1,409,565.8

2003-I ....... 150,108.4 3,740.8 ... ... 176.6 154,024.4 116,650.6 1,058.7 ... 117,709.4 ... 36,315.0 1,445,880.8

2003-II...... 160,707.8 3,763.9 ... ... 45,649.3 210,120.1 117,411.3 1,044.3 3,787.7 122,243.3 ... 87,876.8 1,533,757.6

2003-III..... 136,318.0 3,774.6 303.7 ... 193.8 140,589.4 117,801.0 956.5 ... 118,757.6 ... 21,831.9 1,555,589.5

2003-IV .... 130,885.2 3,798.4 ... .1 47,978.5 182,661.9 118,585.1 1,138.6 ... 119,723.8 ... 62,938.1 1,618,527.6

2004-I ....... 155,695.9 4,014.3 ... ... 313.9 160,024.2 121,782.2 1,080.3 ... 122,862.5 ... 37,161.7 1,655,689.4

2004-II...... 168,236.2 4,042.2 ... ... 50,993.4 223,273.6 122,665.0 1,071.7 3,799.3 127,535.9 ... 95,737.7 1,751,427.1

2004-III..... 142,781.0 4,056.5 289.9 ... 283.3 147,410.7 123,148.4 979.9 ... 124,128.3 ... 23,282.3 1,774,709.4

2004-IV .... 139,862.0 4,083.2 ... ... 53,992.6 197,937.7 124,005.7 1,168.3 ... 125,174.0 ... 72,763.7 1,847,473.1

2005-I ....... 163,543.3 4,271.1 ... ... 297.4 168,111.5 127,441.7 1,108.0 ... 128,549.7 ... 39,561.8 1,887,034.8

2005-II...... 177,506.9 4,303.1 ... ... 57,520.1 239,330.2 128,432.9 1,104.6 3,800.9 133,338.5 ... 105,991.6 1,993,026.5

2005-III..... 152,447.7 4,319.9 293.3 ... 284.0 157,345.7 128,990.9 1,008.4 ... 129,999.3 ... 27,346.4 2,020,372.9

2005-IV .... 143,426.1 4,349.7 ... ... 60,789.8 208,565.6 129,932.7 1,201.5 ... 131,134.1 ... 77,431.4 2,097,804.3

2006-I ....... 172,923.8 4,542.7 ... ... 277.0 177,744.7 133,568.1 1,139.1 ... 134,707.1 ... 43,037.6 2,140,841.9

2006-II...... 186,154.4 4,577.0 ... ... 64,623.0 255,355.1 134,616.8 1,140.8 3,618.5 139,376.1 ... 115,979.0 2,256,820.9

2006-III..... 158,038.9 4,595.4 295.7 ... 264.8 163,195.2 135,219.2 1,040.0 ... 136,259.1 ... 26,936.0 2,283,756.9

2006-IV .... 150,210.8 4,629.1 ... ... 68,224.6 223,063.7 136,257.8 1,235.1 ... 137,492.9 ... 85,570.8 2,369,327.8

2007-I ....... 181,819.5 4,836.9 ... ... 256.4 186,912.2 140,124.3 1,170.6 ... 141,294.9 ... 45,617.3 2,414,945.1

2007-II...... 195,087.4 4,874.3 ... ... 72,370.6 272,332.0 141,244.7 1,177.6 3,842.8 146,265.1 ... 126,066.9 2,541,011.9

2007-III..... 165,734.7 4,895.4 298.4 ... 245.2 171,172.6 141,911.6 1,072.0 ... 142,983.5 ... 28,189.1 2,569,201.0

2007-IV .... 157,319.7 4,935.2 ... ... 76,360.1 238,614.1 143,101.2 1,268.8 ... 144,370.0 ... 94,244.1 2,663,445.1

2008-I ....... 189,921.9 5,170.2 ... ... 236.7 195,329.9 147,308.7 1,202.1 ... 148,510.9 ... 46,818.9 2,710,264.1

2008-II...... 203,780.3 5,215.8 ... ... 80,809.8 289,805.7 148,619.9 1,214.8 3,871.6 153,706.2 ... 136,099.5 2,846,363.6

2008-III..... 172,685.1 5,242.9 301.3 ... 227.8 178,457.8 149,429.7 1,104.3 ... 150,534.0 ... 27,923.9 2,874,287.5

2008-IV .... 165,733.3 5,291.7 ... ... 85,210.7 256,236.5 150,829.0 1,304.3 ... 152,133.3 ... 104,103.2 2,978,390.6

2009-I ....... 198,074.0 5,567.9 ... ... 219.0 203,862.8 155,474.6 1,235.2 ... 156,709.9 ... 47,152.9 3,025,543.5

2009-II...... 212,400.3 5,624.0 ... ... 90,100.2 308,123.0 157,002.6 1,254.0 3,943.4 162,200.0 ... 145,923.0 3,171,466.5

2009-III..... 179,732.9 5,659.3 304.2 ... 211.0 185,907.3 157,979.2 1,138.3 ... 159,117.5 ... 26,789.8 3,198,256.3

2009-IV .... 175,987.4 5,720.1 ... ... 94,840.5 276,547.8 159,634.5 1,340.7 ... 160,975.1 ... 115,572.7 3,313,829.0

2010-I ....... 204,475.3 6,035.3 ... ... 203.8 210,715.0 164,621.9 1,269.3 ... 165,891.2 ... 44,823.8 3,358,652.7

2010-II...... 223,281.1 6,090.3 ... ... 100,018.9 329,390.2 166,104.1 1,294.5 4,020.0 171,418.6 ... 157,971.6 3,516,624.3

2010-III..... 190,679.9 6,126.9 307.3 ... 190.4 197,304.6 167,101.7 1,173.4 ... 168,275.1 ... 29,029.4 3,545,653.7

2010-IV .... 182,927.2 6,197.9 ... ... 105,206.1 294,331.0 168,983.4 1,378.3 ... 170,361.7 ... 123,969.3 3,669,623.1
Alternative Assumptions

252

Sources:

• Assets and disbursements shown earlier.

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Sources:

• Effective taxable payroll from econometric model in the Office of the Chief Actuary.

• Income rate computed as sum of (a) employee-employer payroll tax rate, and (b) income tax revenue plus payments from the general fund of the Treasury divided by effective taxable payroll.

• Cost rate computed as total disbursements divided by effective taxable payroll.

Note: Estimates based on 2001 Trustees Report low-cost set of assumptions.

Table V.A12.—Trust Fund Ratios1 of the OASI, DI, and Combined Trust Funds

(Low-cost alternative, calendar quarters 2001-10)

1 Represents assets at beginning of period, plus advance tax transfers (if applicable), as a percentage of disbursements during the following 12-month period

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

2001-I............................... 246.3 198.2 239.8

2001-II ............................. 250.4 203.7 244.0

2001-III ............................ 263.5 216.7 257.1

2001-IV............................ 265.0 218.8 258.7

2002-I............................... 273.0 225.6 266.4

2002-II ............................. 277.3 230.3 270.8

2002-III ............................ 291.7 243.5 284.9

2002-IV............................ 293.0 244.6 286.2

2003-I............................... 301.8 251.2 294.6

2003-II ............................. 306.3 255.0 299.0

2003-III ............................ 321.4 267.7 313.7

2003-IV............................ 322.6 267.8 314.7

2004-I............................... 332.3 274.4 323.9

2004-II ............................. 336.3 276.8 327.6

2004-III ............................ 351.8 288.9 342.6

2004-IV............................ 352.8 288.0 343.2

2005-I............................... 363.4 294.7 353.2

2005-II ............................. 367.2 296.1 356.6

2005-III ............................ 383.7 308.0 372.4

2005-IV............................ 384.9 306.6 373.1

2006-I............................... 395.5 312.5 382.9

2006-II ............................. 399.2 313.3 386.1

2006-III ............................ 416.0 324.6 402.1

2006-IV............................ 416.5 322.3 402.0

2007-I............................... 427.5 327.9 412.1

2007-II ............................. 430.7 328.1 414.8

2007-III ............................ 447.9 339.2 431.0

2007-IV............................ 447.6 336.4 430.3

2008-I............................... 458.5 341.9 440.3

2008-II ............................. 460.7 341.6 442.1

2008-III ............................ 477.5 352.7 457.9

2008-IV............................ 475.9 349.6 456.1

2009-I............................... 486.6 355.6 466.1

2009-II ............................. 487.5 355.2 466.8

2009-III ............................ 504.0 366.2 482.4

2009-IV............................ 501.6 362.6 479.8

2010-I............................... 512.8 368.9 490.3

2010-II ............................. 512.5 367.5 489.8

2010-III ............................ 529.2 378.6 505.7

2010-IV............................ 526.3 374.9 502.6

Table V.A13.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds

(Low-cost alternative, calendar years 2001-10)

[As a percentage of taxable payroll]

Year

OASI Trust Fund DI Trust Fund Total

Income rate Cost rate Balance Income rate Cost rate Balance Income rate Cost rate Balance

2001 ......................... 10.90 8.99 1.91 1.82 1.42 0.40 12.72 10.41 2.30

2002 ......................... 10.90 8.85 2.05 1.82 1.43 .39 12.71 10.27 2.44

2003 ......................... 10.90 8.78 2.12 1.82 1.45 .37 12.72 10.23 2.49

2004 ......................... 10.91 8.70 2.21 1.82 1.47 .34 12.73 10.18 2.55

2005 ......................... 10.92 8.65 2.26 1.82 1.50 .31 12.73 10.16 2.58

2006 ......................... 10.92 8.61 2.31 1.82 1.53 .29 12.74 10.14 2.60

2007 ......................... 10.92 8.60 2.33 1.82 1.57 .25 12.75 10.16 2.58

2008 ......................... 10.93 8.62 2.31 1.82 1.59 .23 12.75 10.21 2.54

2009 ......................... 10.94 8.69 2.25 1.82 1.62 .21 12.76 10.31 2.45

2010 ......................... 10.95 8.79 2.16 1.82 1.63 .19 12.78 10.43 2.35
High-Cost

253

B. HIGH-COST ASSUMPTIONS

Economic and Demographic Assumptions

Table V.B1 shows the various high-cost economic assumptions. The level of economic activity is assumed to be lower

than the intermediate projection. A recession is assumed to

begin in the second quarter of 2001 and continues for three

quarters, with recovery in the first quarter of 2002. A second

recession is assumed to occur beginning in the first quarter

of 2004 and continues for four quarters. This is followed by

modest economic growth through the end of the short-range

period. The annual percent increase in covered wages is

higher than the intermediate set beginning in 2003, reaching

a level of 4.9 percent by the end of the period. The ultimate

level of CPI is a full percentage point higher under high-cost

resulting in a real wage differential of 0.6 percent by the end

of the period. Nominal interest rates for invested assets of the

trust funds are expected to be higher, as are annual unemployment rates.

Table V.B2 shows average annual wages are slightly lower

than the intermediate projection through 2004, then slightly

higher from 2005 through 2010.

Tables V.B3 and V.B4 show the program amounts. Compared to the intermediate projection, benefit increases are

higher due to higher rates of inflation. Annual increases in

amounts that are based on automatic-adjustment provisions

follow the same pattern of increase in the average wage

index, lagged by 2 years.

Tables V.B5 and V.B6 show high-cost demographic and programmatic assumptions. By 2010, the fertility rate of 1.92 is

slightly lower than the rate of 2.02 for the intermediate set.

Mortality rates are lower under high-cost assumptions,

resulting in higher program costs. Life expectancy at age 65

is roughly 5 months higher for males, and 7 months higher

for females by 2010. Immigration is estimated to be lower by

245,000 annually under high-cost.

Coverage rates are lower under high-cost assumptions

because of the higher unemployment rates. About 0.9 percent less of the population is working in covered employment by 2010. Insured rates are about the same as in the

intermediate set. Disability incidence rates are higher and

termination rates are lower.

Benefit Payments

The numbers of OASI and DI beneficiaries and benefit payments are projected by methods identical to those described

in section III. Tables V.B7 and V.B8 summarize the number

of beneficiaries and benefit payments based on high-cost

assumptions.

The total number of OASDI beneficiaries is nearly 1.5 million higher by the end of 2010, compared to the intermediate

projection. The estimated number of retired workers is

greater because of lower assumed mortality rates. The number of disabled workers is higher because of higher incidence

rates and lower termination rates under high-cost assumptions.

Higher benefit amounts are also predicted under high-cost

assumptions, due to higher inflation and wage growth. More

beneficiaries combined with higher benefits result in higher

total benefit payments—roughly $815 billion in 2010 for the

combined OASI and DI Trust Funds, compared to $728 billion based on intermediate assumptions.

Trust Fund Status

The progress of the OASI and DI Trust Funds is projected by

methods identical to those described in section IV. Tables

V.B9-V.B11 show the progress of the OASI, DI, and combined funds. Assets are projected to increase more slowly

under the high-cost assumptions—roughly $2.9 trillion combined by the end of 2010, compared to $3.4 trillion based on

intermediate assumptions.

Table V.B12 shows the status of the trust funds as measured

by trust fund ratios. OASI and DI trust fund ratios reach 369

and 110 percent, respectively, by the beginning of 2010,

compared to 453 and 249 percent under intermediate projections. Trust fund ratios are displayed graphically in Figures

9-11 at the end of this section.

Table V.B13 shows annual income rates and cost rates for the

trust funds. As expected, lower balances result under the

high-cost alternative—0.30 percent of taxable payroll by

2010 for the OASDI program, compared to 1.46 percent

under intermediate projections.
Alternative Assumptions

254

Source: Rates projected by the Office of the Chief Actuary.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Source: Projections from the Office of the Chief Actuary.

Note: Estimates based on 2001 Trustees Report high-cost set of

assumptions.

Table V.B1.—Selected OASDI Short-Range Economic Assumptions

(High-cost alternative, calendar years 2001-10)

Year

Average annual percentage increase in—

Real-wage

differential1

(percent)

Average annual

interest rate2

(percent)

Average annual

unemployment

rate3

(percent)

Average annual

percentage

increase in

labor force Real GDP 5 4

Average annual

wage in covered

employment

Consumer Price

Index6

2001 ....................... 0.8 2.9 3.1 -0.3 5.2 4.7 0.9

2002 ....................... .8 3.6 3.4 .2 5.9 5.6 .7

2003 ....................... 3.1 6.8 5.0 1.7 8.3 5.4 .8

2004 ....................... -.7 4.3 6.1 -1.8 7.5 6.3 .7

2005 ....................... 1.3 5.2 4.4 .7 6.7 7.3 .3

2006 ....................... 3.3 5.9 3.8 2.1 7.0 6.6 .9

2007 ....................... 2.1 5.0 4.1 1.0 6.6 6.4 .9

2008 ....................... 1.7 4.8 4.3 .5 6.5 6.5 .8

2009 ....................... 1.6 4.8 4.3 .4 6.5 6.5 .6

2010 ....................... 1.7 4.9 4.3 .6 6.5 6.5 .7

1 The real-wage differential is the difference between nominal wage growth and inflation. This differential is calculated as the percent change in average annual covered wages

minus the percent change in the average annual CPI-W. Numbers may not add due to rounding. 2 The average annual interest rate is the average of the 12 monthly nominal interest rates for special public-debt obligations issuable to the trust funds. In practice, these rates are

compounded semiannually. 3 The rates shown are unadjusted civilian unemployment rates. 4 Labor force is the total for the United States (including military personnel) and reflects the average of the monthly numbers of persons in the labor force for each year. 5 The real GDP (gross domestic product) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 1996 dollars. 6 The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

Table V.B2.—Average Amount of Total Wages1

(High-cost alternative, calendar years 2000-10)

1 Average wages used for Social Security indexing purposes.

Year Average wage

2000 ............................................. $32,074.32

2001 ............................................. 33,075.64

2002 ............................................. 34,268.35

2003 ............................................. 36,541.14

2004 ............................................. 38,138.27

2005 ............................................. 40,100.04

2006 ............................................. 42,440.05

2007 ............................................. 44,574.76

2008 ............................................. 46,686.87

2009 ............................................. 48,896.61

2010 ............................................. 51,265.10
High-Cost

255

Source: Benefit increases based on assumed future growth in CPI; all other future figures based on average amount of total wages.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Source: Figures based on average amount of total wages.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B3.—Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and Benefit Bases,

and Retirement Earnings Test Exempt Amounts

(High-cost alternative, calendar years 2001-10)

Year

OASDI

benefit increase1

(percent)

1 Effective with benefits payable for December in each year.

Increase in average

wage index2

(percent)

2 Increase in the average wage index over the prior year. See table V.B2 for projected dollar amounts of the average wage index.

OASDI

contribution and

benefit base

Retirement earnings test exempt amounts

Under age 65 Age 65 or older3

3 Public Law 106-182 eliminates the earnings test for workers attaining normal retirement age in 2000 or later. Exception: the test still applies to all months prior to attainment of the

full retirement age in the calendar year the beneficiary attains full retirement age.

2001.................................... 3.1 3.1 $80,400 $10,680 $25,000

2002.................................... 3.5 3.6 84,600 11,280 30,000

2003.................................... 5.2 6.6 87,300 11,640 30,960

2004.................................... 6.2 4.4 90,600 12,000 32,040

2005.................................... 4.0 5.1 96,600 12,840 34,200

2006.................................... 3.9 5.8 100,800 13,320 35,640

2007.................................... 4.1 5.0 105,900 14,040 37,560

2008.................................... 4.3 4.7 112,200 14,880 39,720

2009.................................... 4.3 4.7 117,900 15,600 41,640

2010.................................... 4.3 4.8 123,300 16,320 43,680

Table V.B4.—Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions

(High-cost alternative, calendar years 2001-10)

Year

AIME “bend points” in PIA formula PIA “bend points” in maximum-family-benefit formula Earnings

required for a

quarter of

coverage

“Old-law”

contribution and

First Second First Second Third benefit base

2001........................ $561 $3,381 $717 $1,034 $1,349 $830 $59,700

2002........................ 590 3,559 754 1,089 1,420 870 63,000

2003........................ 609 3,670 778 1,123 1,464 900 64,800

2004........................ 631 3,802 806 1,163 1,517 930 67,200

2005........................ 673 4,054 859 1,241 1,618 990 71,700

2006........................ 702 4,231 897 1,295 1,689 1,030 74,700

2007........................ 738 4,449 943 1,361 1,775 1,090 78,600

2008........................ 781 4,709 998 1,441 1,879 1,150 83,400

2009........................ 820 4,945 1,048 1,513 1,974 1,210 87,600

2010........................ 859 5,180 1,098 1,585 2,067 1,270 91,500
Alternative Assumptions

256

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Sources: 

• Covered persons used in calculating coverage rate from the Office of the Chief Actuary. Population figures from the Office of the Chief Actuary.

• Fully insured persons used in calculating fully insured rate from the Office of the Chief Actuary (projected based on historical relationship to population and coverage rates).

• Disability insured persons used in calculating disability insured rate from the Office of the Chief Actuary (projected based on historical relationship to fully insured and labor force

rates).

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B5.—Selected OASDI Short-Range Demographic Assumptions

(High-cost alternative, calendar years 2001-10)

Year

Total

fertility rate 1

1 The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or

assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2025.

Age-sexadjusted

death rate 2

(per 100,000)

2 The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 1990, if that population were to experience the death rates by age

and sex observed in, or assumed for, the selected year.

Period life expectancy 3

3 The period life expectancy for any year is the average number of years of life remaining for a group of persons if that group were to experience the death rates by age observed in,

or assumed for, the selected year.

Net immigration

At birth At age 65

Legal

Other

than

Male Female Male Female legal

2001 .............................. 2.05 790.7 74.1 79.7 15.9 19.2 455,000 200,000

2002 .............................. 2.03 779.1 74.3 79.9 16.0 19.3 455,000 200,000

2003 .............................. 2.02 768.0 74.6 80.1 16.1 19.4 455,000 200,000

2004 .............................. 2.01 757.5 74.8 80.2 16.2 19.5 455,000 200,000

2005 .............................. 1.99 747.5 75.0 80.4 16.3 19.6 455,000 200,000

2006 .............................. 1.98 738.0 75.2 80.5 16.4 19.6 455,000 200,000

2007 .............................. 1.97 729.0 75.4 80.7 16.4 19.7 455,000 200,000

2008 .............................. 1.95 720.4 75.6 80.8 16.5 19.8 455,000 200,000

2009 .............................. 1.94 712.1 75.8 80.9 16.6 19.8 455,000 200,000

2010 .............................. 1.92 704.1 76.0 81.1 16.7 19.9 455,000 200,000

Table V.B6.—Selected OASDI Short-Range Programmatic Assumptions

(High-cost alternative, calendar years 2001-10)

Year

Coverage rate1

(percent)

1 The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year.

Insured status Disability

incidence rate2

(per thousand)

2 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 1998.

Disability

termination rate3

(percent)

3 The disability termination rate is the number of disabled worker terminations (due to all reasons including death, recovery, and attainment of normal retirement age) per thousand

disabled worker beneficiaries.

Fully 4

(percent)

4 The fully insured rate is the number of fully insured persons aged 62 or older expressed as a percentage of the total population aged 62 or older, as of December 31.

Disability5

(percent)

5 The disability insured rate is the number of disability insured persons expressed as a percentage of the total population aged 15 to normal retirement age, as of December 31.

2001 ................................... 67.48 79.87 73.75 5.09 79.98

2002 ................................... 66.88 80.27 74.07 5.30 79.13

2003 ................................... 66.85 80.69 74.38 5.37 72.30

2004 ................................... 66.19 81.14 74.58 5.41 72.13

2005 ................................... 65.33 81.60 74.69 5.49 72.23

2006 ................................... 65.49 82.05 74.80 5.51 72.70

2007 ................................... 65.49 82.50 74.95 5.49 73.41

2008 ................................... 65.38 83.01 75.11 5.48 75.18

2009 ................................... 65.26 83.57 75.32 5.49 84.33

2010 ................................... 65.14 84.09 75.52 5.52 82.38
High-Cost

257

Sources:

• All detail columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

• Totals and subtotals computed by addition of corresponding detail.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B7.—Summary of OASDI Beneficiaries In Current-Payment Status

(High-cost alternative, end of calendar half years 2001-10)

[In thousands]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefiTotal ciaries

Retired

workers

Wives

and

husbands Children Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and

aged

parents

Disabled

widows

and

widowers Total

Disabled

workers

Wives

and

husbands Children

2001-II ...... 45,726.3 31,908.3 28,653.4 2,785.8 469.1 6,980.5 1,894.5 192.3 4,688.8 205.0 6,837.5 5,174.7 164.7 1,498.0 0.1

2001-IV..... 45,974.2 32,029.5 28,787.5 2,777.3 464.8 6,970.5 1,880.5 196.8 4,685.1 208.2 6,974.1 5,306.7 163.6 1,503.8 (1 )

1 Fewer than 50.

2002-II ...... 46,359.5 32,216.5 28,973.0 2,768.9 474.7 6,969.6 1,895.6 186.6 4,676.4 211.0 7,173.4 5,464.6 164.3 1,544.5 (1)

2002-IV..... 46,641.9 32,344.8 29,111.1 2,763.8 469.9 6,962.3 1,880.2 191.0 4,677.6 213.4 7,334.8 5,614.9 164.1 1,555.7 (1)

2003-II ...... 47,066.6 32,548.0 29,311.4 2,757.2 479.4 6,958.3 1,893.0 181.4 4,667.7 216.1 7,560.3 5,795.9 165.5 1,598.9 (1)

2003-IV..... 47,375.1 32,682.1 29,454.3 2,753.7 474.1 6,947.1 1,875.1 186.0 4,667.4 218.5 7,745.8 5,968.7 165.8 1,611.3 (1)

2004-II ...... 47,863.7 32,943.9 29,715.1 2,745.8 483.1 6,945.0 1,886.9 176.8 4,659.8 221.5 7,974.8 6,151.3 167.5 1,656.0 (1)

2004-IV..... 48,210.8 33,113.0 29,895.2 2,740.7 477.1 6,935.4 1,867.9 181.5 4,661.6 224.4 8,162.4 6,325.5 168.1 1,668.8 (1)

2005-II ...... 48,748.5 33,418.6 30,201.0 2,731.9 485.8 6,931.2 1,878.1 172.5 4,653.4 227.3 8,398.7 6,511.8 170.3 1,716.6 (1)

2005-IV..... 49,130.6 33,619.9 30,414.9 2,725.6 479.4 6,918.9 1,857.4 177.2 4,654.3 230.1 8,591.8 6,689.5 171.3 1,731.0 (1)

2006-II ...... 49,671.2 33,925.3 30,716.6 2,721.3 487.4 6,918.6 1,865.7 168.5 4,651.8 232.7 8,827.3 6,874.3 173.5 1,779.5 (1)

2006-IV..... 50,083.2 34,155.2 30,955.8 2,719.1 480.2 6,909.4 1,842.9 173.1 4,658.1 235.3 9,018.6 7,050.3 174.6 1,793.7 (1)

2007-II ...... 50,623.7 34,461.9 31,255.2 2,719.0 487.6 6,913.9 1,848.6 164.6 4,663.9 236.7 9,247.9 7,229.4 176.7 1,841.8 (1)

2007-IV..... 51,085.4 34,744.8 31,544.5 2,720.6 479.6 6,908.2 1,822.9 169.2 4,678.1 238.0 9,432.4 7,399.8 177.8 1,854.8 (1)

2008-II ...... 51,695.7 35,131.0 31,926.8 2,718.0 486.2 6,913.7 1,826.3 161.0 4,687.1 239.2 9,651.0 7,569.0 179.9 1,902.1 (1)

2008-IV..... 52,253.4 35,521.0 32,326.6 2,717.2 477.3 6,908.2 1,797.9 165.5 4,704.5 240.3 9,824.2 7,729.5 181.0 1,913.8 (1)

2009-II ...... 52,937.3 36,015.1 32,820.6 2,710.9 483.6 6,914.7 1,800.8 157.4 4,715.5 241.0 10,007.4 7,862.8 183.3 1,961.3 (1)

2009-IV..... 53,606.3 36,551.5 33,370.8 2,706.2 474.4 6,909.9 1,771.6 161.8 4,735.0 241.5 10,144.9 7,988.0 184.5 1,972.5 (1)

2010-II ...... 54,222.9 36,971.3 33,791.8 2,698.9 480.7 6,914.1 1,774.7 153.9 4,743.5 241.9 10,337.5 8,129.9 187.0 2,020.6 (1)

2010-IV..... 54,982.6 37,592.4 34,428.0 2,693.0 471.4 6,907.0 1,746.1 158.3 4,760.4 242.3 10,483.2 8,263.5 188.4 2,031.4 (1)
Alternative Assumptions

258

Sources:

• All detail columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

• Totals and subtotals computed by addition of corresponding detail.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B8.—Summary of OASDI Benefit Payments

(High-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

payTotal mentsRetired

workers Dependents Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and

aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Dependents

2001-I ........ $107,076.7 $72,105.8 $66,631.3 $5,474.5 $20,201.2 $3,254.8 $363.1 $16,238.6 $344.8 $14,710.0 $13,350.8 $1,359.2 $0.1 $59.6

2001-II....... 107,884.4 72,485.2 66,996.1 5,489.1 20,356.0 3,296.7 356.0 16,351.3 352.1 14,987.2 13,591.5 1,395.7 (1 )

1 Less than $50,000.

56.0

2001-III...... 108,289.1 72,649.9 67,154.4 5,495.4 20,366.6 3,222.8 360.5 16,429.4 353.8 15,219.9 13,837.3 1,382.5 (1) 52.8

2001-IV ..... 109,120.7 73,170.6 67,650.6 5,520.0 20,435.8 3,241.3 365.6 16,477.7 351.3 15,465.7 14,064.8 1,400.9 (1) 48.5

2002-I ........ 113,108.8 75,650.7 69,979.3 5,671.5 21,138.7 3,397.4 368.8 17,003.8 368.7 16,259.8 14,779.5 1,480.3 (1) 59.5

2002-II....... 114,020.6 76,130.8 70,438.3 5,692.5 21,312.2 3,441.0 362.1 17,132.8 376.4 16,521.6 15,009.1 1,512.5 (1) 56.0

2002-III...... 114,465.1 76,335.9 70,631.4 5,704.6 21,331.1 3,362.3 366.9 17,223.9 378.0 16,745.4 15,254.6 1,490.8 (1) 52.7

2002-IV ..... 115,362.4 76,889.2 71,153.4 5,735.8 21,413.8 3,381.0 372.0 17,285.8 375.0 17,011.0 15,501.6 1,509.3 (1) 48.5

2003-I ........ 120,142.6 79,819.6 73,900.1 5,919.5 22,237.2 3,553.4 376.7 17,913.1 394.0 18,026.2 16,414.7 1,611.5 (1) 59.5

2003-II....... 121,155.7 80,341.3 74,396.3 5,945.0 22,418.7 3,597.4 370.2 18,048.8 402.2 18,339.8 16,692.1 1,647.6 (1) 56.0

2003-III...... 121,651.5 80,553.0 74,592.4 5,960.7 22,436.5 3,512.2 375.5 18,144.9 403.9 18,609.2 16,985.7 1,623.5 (1) 52.7

2003-IV ..... 122,617.0 81,121.4 75,124.5 5,996.8 22,523.1 3,529.9 380.8 18,211.7 400.8 18,924.0 17,279.7 1,644.3 (1) 48.5

2004-I ........ 129,817.3 85,644.2 79,351.3 6,292.9 23,780.3 3,771.7 392.3 19,187.7 428.5 20,333.2 18,556.3 1,776.9 (1) 59.6

2004-II....... 130,968.1 86,260.0 79,942.6 6,317.3 23,981.6 3,816.7 385.8 19,341.4 437.7 20,670.5 18,853.9 1,816.6 (1) 56.0

2004-III...... 131,518.1 86,501.9 80,171.4 6,330.4 24,006.8 3,723.5 391.2 19,452.1 439.9 20,956.7 19,167.5 1,789.1 (1) 52.8

2004-IV ..... 132,548.6 87,101.7 80,736.1 6,365.6 24,106.9 3,740.2 396.6 19,533.2 436.9 21,291.4 19,480.0 1,811.4 (1) 48.5

2005-I ........ 141,670.3 92,856.4 86,117.0 6,739.4 25,687.5 4,027.6 411.9 20,777.4 470.5 23,066.7 21,092.1 1,974.6 (1) 59.7

2005-II....... 142,958.1 93,578.3 86,814.3 6,764.0 25,894.7 4,074.3 405.2 20,935.1 480.1 23,428.9 21,410.6 2,018.4 (1) 56.1

2005-III...... 143,582.3 93,880.7 87,104.5 6,776.1 25,914.8 3,972.9 411.0 21,048.6 482.4 23,734.0 21,746.4 1,987.6 (1) 52.9

2005-IV ..... 144,702.4 94,545.6 87,733.7 6,811.9 26,016.0 3,988.8 416.6 21,131.5 479.1 24,092.1 22,080.5 2,011.7 (1) 48.6

2006-I ........ 151,456.8 98,722.2 91,660.4 7,061.7 27,151.3 4,209.3 424.1 22,012.1 505.8 25,523.4 23,378.5 2,144.9 (1) 59.9

2006-II....... 152,794.8 99,473.8 92,384.2 7,089.6 27,372.9 4,256.4 417.4 22,183.4 515.8 25,891.8 23,701.1 2,190.7 (1) 56.3

2006-III...... 153,449.5 99,800.1 92,696.2 7,103.9 27,394.9 4,146.1 423.4 22,307.6 517.9 26,201.4 24,044.8 2,156.6 (1) 53.0

2006-IV ..... 154,663.9 100,540.9 93,397.9 7,143.1 27,503.4 4,160.3 428.9 22,400.0 514.2 26,570.9 24,389.0 2,181.9 (1) 48.7

2007-I ........ 161,747.2 104,924.4 97,523.4 7,401.1 28,688.9 4,387.7 436.5 23,322.4 542.3 28,073.8 25,753.6 2,320.2 (1) 60.1

2007-II....... 163,154.8 105,711.0 98,277.1 7,433.9 28,941.4 4,435.1 429.9 23,524.7 551.7 28,446.0 26,078.0 2,368.1 (1) 56.5

2007-III...... 163,858.3 106,070.6 98,619.2 7,451.4 28,977.8 4,313.3 436.1 23,675.7 552.7 28,756.7 26,426.2 2,330.4 (1) 53.2

2007-IV ..... 165,225.0 106,936.0 99,440.5 7,495.5 29,107.6 4,325.0 441.5 23,793.9 547.3 29,132.6 26,775.9 2,356.7 (1) 48.9

2008-I ........ 173,288.2 111,984.2 104,198.5 7,785.8 30,435.0 4,567.7 450.0 24,840.6 576.7 30,808.6 28,298.8 2,509.9 (1) 60.3

2008-II....... 174,901.7 112,944.5 105,125.0 7,819.5 30,720.0 4,616.1 443.5 25,073.7 586.6 31,180.5 28,620.1 2,560.3 (1) 56.7

2008-III...... 175,734.6 113,418.7 105,583.3 7,835.4 30,773.3 4,481.9 450.0 25,253.9 587.5 31,489.2 28,969.7 2,519.4 (1) 53.4

2008-IV ..... 177,327.2 114,476.5 106,596.0 7,880.5 30,931.2 4,491.4 455.5 25,402.8 581.6 31,870.4 29,323.1 2,547.3 (1) 49.1

2009-I ........ 186,589.9 120,366.0 112,163.6 8,202.5 32,421.5 4,750.8 465.0 26,592.4 613.4 33,741.8 31,021.1 2,720.7 (1) 60.6

2009-II....... 188,454.5 121,584.7 113,346.3 8,238.4 32,742.3 4,801.2 458.3 26,859.6 623.2 34,070.5 31,295.2 2,775.3 (1) 57.0

2009-III...... 189,441.6 122,234.5 113,981.3 8,253.2 32,819.2 4,656.6 464.9 27,074.2 623.5 34,334.3 31,603.1 2,731.1 (1) 53.7

2009-IV ..... 191,317.6 123,576.5 115,275.9 8,300.5 33,013.0 4,665.5 470.2 27,260.7 616.6 34,678.9 31,917.7 2,761.2 (1) 49.3

2010-I ........ 201,311.0 129,971.8 121,339.4 8,632.3 34,610.8 4,930.6 479.5 28,552.0 648.7 36,667.5 33,719.3 2,948.2 (1) 60.9

2010-II....... 203,120.2 131,081.6 122,415.0 8,666.6 34,946.6 4,983.0 472.7 28,832.2 658.7 37,034.7 34,027.8 3,007.0 (1) 57.3

2010-III...... 204,124.8 131,710.3 123,031.7 8,678.6 35,030.6 4,831.5 479.6 29,060.8 658.7 37,329.9 34,371.0 2,958.9 (1) 54.0

2010-IV ..... 206,296.8 133,298.4 124,573.5 8,725.0 35,237.8 4,840.7 485.1 29,260.8 651.2 37,711.0 34,720.0 2,991.0 (1) 49.6
High-Cost

259

Source: All columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B9.—Operations of the OASI Trust Fund

(High-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2001-I ....... $113,707.6 $3,000.0 ... ... $157.5 $116,865.5 $92,352.8 $613.2 ... $92,966.0 ... $23,899.5 $954,885.7

2001-II...... 121,577.8 3,039.5 ... ... 31,336.8 155,954.4 92,883.3 498.3 $3,226.8 96,608.4 ... 59,346.0 1,014,231.7

2001-III..... 101,897.2 3,073.4 $450.0 ... 110.3 105,530.8 93,055.1 487.3 ... 94,407.4 ... 11,123.4 1,025,355.1

2001-IV .... 95,949.9 3,064.3 415.3 -$0.7 32,209.5 131,638.1 93,641.0 687.3 ... 94,328.2 ... 37,309.9 1,062,664.9

2002-I ....... 115,418.9 3,282.7 ... ... 236.8 118,938.4 96,835.0 661.5 ... 97,496.5 ... 21,441.9 1,084,106.9

2002-II...... 124,770.8 3,304.6 ... ... 33,850.7 161,926.4 97,484.9 537.6 3,613.7 101,636.1 ... 60,290.3 1,144,397.1

2002-III..... 105,934.1 3,312.1 273.5 ... 267.4 109,787.5 97,705.5 525.7 ... 98,231.2 ... 11,556.3 1,155,953.5

2002-IV .... 101,650.3 3,333.6 ... ... 35,609.4 140,592.9 98,337.1 681.2 ... 99,018.4 ... 41,574.5 1,197,528.0

2003-I ....... 123,034.1 3,589.1 ... ... 390.3 127,012.4 102,102.1 655.7 ... 102,757.8 ... 24,254.6 1,221,782.6

2003-II...... 132,872.9 3,613.7 ... ... 38,508.8 174,995.6 102,801.6 532.8 3,613.0 106,947.4 ... 68,048.2 1,289,830.8

2003-III..... 113,553.5 3,621.7 259.8 ... 357.0 117,791.6 103,027.9 521.0 ... 103,548.9 ... 14,242.7 1,304,073.5

2003-IV .... 109,321.5 3,644.6 ... .1 42,902.3 155,868.9 103,678.5 680.3 ... 104,358.8 ... 51,510.1 1,355,583.6

2004-I ....... 129,946.2 3,971.2 ... ... 226.5 134,143.7 109,468.8 654.8 ... 110,123.6 ... 24,020.1 1,379,603.8

2004-II...... 139,773.0 4,000.7 ... ... 46,764.5 190,538.3 110,282.2 532.2 3,646.2 114,460.6 ... 76,077.8 1,455,681.5

2004-III..... 116,488.1 4,010.3 247.8 ... 293.0 121,039.4 110,545.9 520.4 ... 111,066.3 ... 9,973.1 1,465,654.6

2004-IV .... 112,133.7 4,035.6 ... ... 49,185.2 165,353.7 111,241.5 692.4 ... 111,934.0 ... 53,419.8 1,519,074.4

2005-I ....... 132,723.0 4,389.3 ... ... 252.8 137,364.1 118,587.0 666.5 ... 119,253.4 ... 18,110.7 1,537,185.1

2005-II...... 145,811.9 4,423.5 ... ... 51,726.0 201,961.6 119,512.4 541.6 3,751.8 123,805.8 ... 78,155.8 1,615,340.8

2005-III..... 125,495.7 4,435.4 250.7 ... 325.0 130,506.2 119,831.6 529.6 ... 120,361.2 ... 10,145.0 1,625,485.8

2005-IV .... 118,171.2 4,463.6 ... ... 54,242.9 176,877.5 120,593.4 712.3 ... 121,305.7 ... 55,571.7 1,681,057.6

2006-I ....... 143,827.1 4,738.4 ... ... 255.1 148,820.5 125,915.8 685.6 ... 126,601.4 ... 22,219.2 1,703,276.7

2006-II...... 156,156.3 4,774.9 ... ... 57,517.9 218,448.7 126,885.2 557.2 3,734.8 131,177.2 ... 87,271.5 1,790,548.2

2006-III..... 132,677.8 4,787.8 252.9 ... 308.4 138,027.2 127,230.2 544.9 ... 127,775.1 ... 10,252.1 1,800,800.4

2006-IV .... 125,401.6 4,819.7 ... ... 60,475.1 190,696.8 128,075.1 728.2 ... 128,803.3 ... 61,893.5 1,862,693.9

2007-I ....... 153,497.6 5,113.6 ... ... 148.8 158,760.4 133,654.6 700.9 ... 134,355.5 ... 24,404.9 1,887,098.7

2007-II...... 165,725.2 5,153.2 ... ... 63,904.4 234,783.7 134,689.9 569.6 4,014.1 139,273.6 ... 95,510.1 1,982,608.8

2007-III..... 140,435.8 5,168.2 256.9 ... 279.7 146,141.9 135,082.7 557.0 ... 135,639.7 ... 10,502.2 1,993,111.0

2007-IV .... 132,518.7 5,206.1 ... ... 66,701.6 204,426.7 136,073.4 742.3 ... 136,815.7 ... 67,611.0 2,060,722.0

2008-I ....... 161,748.1 5,549.5 ... ... 291.5 167,590.0 142,459.7 714.5 ... 143,174.1 ... 24,415.9 2,085,137.9

2008-II...... 174,515.6 5,597.9 ... ... 70,003.9 250,117.9 143,701.1 580.6 4,097.5 148,379.2 ... 101,738.7 2,186,876.6

2008-III..... 147,611.0 5,618.3 260.3 ... 267.4 153,757.7 144,225.2 567.8 ... 144,793.0 ... 8,964.7 2,195,841.3

2008-IV .... 141,079.7 5,665.4 ... ... 73,216.7 219,961.1 145,436.4 756.3 ... 146,192.8 ... 73,768.3 2,269,609.6

2009-I ....... 169,942.7 6,078.7 ... ... 272.4 176,294.2 152,826.7 728.0 ... 153,554.7 ... 22,739.5 2,292,349.1

2009-II...... 183,260.2 6,139.8 ... ... 76,648.6 266,047.5 154,362.4 591.6 4,232.4 159,186.4 ... 106,861.0 2,399,210.1

2009-III..... 154,821.8 6,168.6 263.5 ... 247.5 161,502.1 155,085.6 578.5 ... 155,664.1 ... 5,838.0 2,405,048.1

2009-IV .... 151,058.7 6,229.5 ... ... 79,888.1 237,175.6 156,616.8 770.9 ... 157,387.8 ... 79,787.9 2,484,836.0

2010-I ....... 176,896.5 6,700.8 ... ... 253.0 183,849.9 164,620.4 742.0 ... 165,362.5 ... 18,487.3 2,503,323.3

2010-II...... 194,362.4 6,759.5 ... ... 83,399.5 284,522.0 166,062.1 603.0 4,393.0 171,058.2 ... 113,463.8 2,616,787.1

2010-III..... 165,544.8 6,788.4 266.8 ... 225.4 172,825.8 166,771.5 589.7 ... 167,361.2 ... 5,464.6 2,622,251.7

2010-IV .... 158,181.6 6,861.3 ... ... 86,873.3 251,915.6 168,562.2 784.9 ... 169,347.1 ... 82,568.4 2,704,820.1
Alternative Assumptions

260

Source: All columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B10.—Operations of the DI Trust Fund

(High-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2001-I....... $19,311.1 $185.5 ... ... $23.4 $19,520.9 $14,726.8 $356.6 ... $15,083.4 ... $4,437.5 $122,896.8

2001-II ..... 20,643.5 189.7 ... ... 3,899.7 24,733.3 15,003.4 449.0 -$12.4 15,440.0 ... 9,293.3 132,190.1

2001-III .... 17,301.4 194.3 $75.9 ... 12.8 17,585.2 15,246.8 383.1 ... 15,760.9 ... 1,824.3 134,014.5

2001-IV.... 16,302.8 195.7 ... ... 4,087.8 20,585.5 15,480.5 421.8 ... 15,902.3 ... 4,683.2 138,697.7

2002-I....... 19,600.1 208.0 ... ... 23.8 19,831.8 16,273.7 391.9 ... 16,665.6 ... 3,166.2 141,863.9

2002-II ..... 21,177.6 211.3 ... ... 4,319.9 25,709.3 16,534.9 493.4 182.4 17,210.8 ... 8,498.5 150,362.4

2002-III .... 17,986.8 214.3 46.7 ... 23.6 18,271.9 16,758.6 421.0 ... 17,179.6 ... 1,092.4 151,454.8

2002-IV.... 17,261.0 217.6 ... ... 4,583.2 22,060.9 17,023.9 447.4 ... 17,471.3 ... 4,589.6 156,044.3

2003-I....... 20,894.1 233.6 ... ... 23.4 21,151.0 18,038.5 415.7 ... 18,454.2 ... 2,696.8 158,741.1

2003-II ..... 22,563.8 237.6 ... ... 4,928.6 27,729.2 18,351.9 523.4 211.6 19,086.8 ... 8,642.4 167,383.5

2003-III .... 19,281.4 241.2 43.9 ... 18.4 19,584.6 18,621.3 446.6 ... 19,067.9 ... 516.7 167,900.3

2003-IV.... 18,564.3 245.2 ... ... 5,433.7 24,243.9 18,936.0 471.3 ... 19,407.4 ... 4,836.6 172,736.8

2004-I....... 22,069.3 263.4 ... ... 22.9 22,355.3 20,344.7 437.9 ... 20,782.6 ... 1,572.7 174,309.6

2004-II ..... 23,734.2 267.9 ... ... 5,815.6 29,817.5 20,682.3 551.4 253.6 21,487.2 ... 8,330.2 182,639.8

2004-III .... 19,782.5 271.6 42.1 ... 21.8 20,116.3 20,969.1 470.4 ... 21,439.5 ... -1,323.2 181,316.6

2004-IV.... 19,043.1 275.9 ... ... 6,002.4 25,321.3 21,303.9 502.0 ... 21,805.9 ... 3,515.3 184,831.9

2005-I....... 22,540.4 298.0 ... ... 29.5 22,868.5 23,078.9 466.4 ... 23,545.3 ... -676.8 184,155.1

2005-II ..... 24,758.7 302.6 ... ... 6,125.1 31,185.6 23,442.5 587.2 307.9 24,337.7 ... 6,847.9 191,003.1

2005-III .... 21,310.4 306.6 42.6 ... 34.8 21,694.4 23,750.3 501.1 ... 24,251.3 ... -2,556.9 188,446.2

2005-IV.... 20,067.2 311.2 ... ... 6,222.3 26,601.5 24,111.2 538.6 ... 24,649.8 ... 1,951.7 190,397.9

2006-I....... 24,427.5 337.4 ... ... 28.0 24,793.4 25,544.2 500.4 ... 26,044.7 ... -1,251.3 189,146.6

2006-II ..... 26,517.4 342.3 ... ... 6,321.9 33,181.1 25,915.2 630.1 345.8 26,891.0 ... 6,290.1 195,436.7

2006-III .... 22,529.7 346.4 42.9 ... 48.1 22,967.5 26,227.5 537.6 ... 26,765.2 ... -3,797.7 191,639.0

2006-IV.... 21,297.8 351.2 ... ... 6,349.7 27,998.0 26,599.9 573.5 ... 27,173.4 ... 824.6 192,463.6

2007-I....... 26,065.4 379.8 ... ... 41.4 26,487.2 28,105.0 532.9 ... 28,637.9 ... -2,150.7 190,312.9

2007-II ..... 28,140.1 384.8 ... ... 6,363.6 34,888.4 28,480.2 670.9 428.2 29,579.4 ... 5,309.0 195,621.9

2007-III .... 23,847.0 389.1 43.6 ... 60.6 24,340.6 28,793.9 572.5 ... 29,366.3 ... -5,025.6 190,596.3

2007-IV.... 22,504.6 394.1 ... ... 6,303.2 29,201.2 29,173.1 609.0 ... 29,782.0 ... -580.7 190,015.6

2008-I....... 27,466.4 426.5 ... ... 67.6 27,960.0 30,851.6 565.8 ... 31,417.4 ... -3,457.4 186,558.2

2008-II ..... 29,633.5 431.6 ... ... 6,200.7 36,266.3 31,226.5 712.3 486.8 32,425.7 ... 3,840.6 190,398.8

2008-III .... 25,066.9 435.9 44.2 ... 61.5 25,608.4 31,538.0 607.8 ... 32,145.7 ... -6,537.3 183,861.5

2008-IV.... 23,956.8 441.2 ... ... 6,077.7 30,474.9 31,922.2 646.4 ... 32,568.6 ... -2,093.7 181,767.8

2009-I....... 28,857.7 478.4 ... ... 70.8 29,407.3 33,796.0 600.6 ... 34,396.6 ... -4,989.3 176,778.5

2009-II ..... 31,120.0 483.1 ... ... 5,879.8 37,482.8 34,127.4 756.2 552.1 35,435.6 ... 2,047.1 178,825.7

2009-III .... 26,290.3 486.8 44.7 ... 81.3 26,903.0 34,393.2 645.2 ... 35,038.4 ... -8,135.4 170,690.3

2009-IV.... 25,650.7 491.6 ... ... 5,624.0 31,766.8 34,740.9 686.8 ... 35,427.6 ... -3,660.8 167,029.5

2010-I....... 30,037.9 533.5 ... ... 78.1 30,650.6 36,731.7 638.1 ... 37,369.8 ... -6,719.2 160,310.3

2010-II ..... 33,005.6 538.9 ... ... 5,333.0 38,876.9 37,100.1 803.4 613.3 38,516.8 ... 360.1 160,670.4

2010-III .... 28,110.7 543.2 45.3 ... 86.2 28,786.5 37,394.6 685.5 ... 38,080.1 ... -9,293.7 151,376.8

2010-IV.... 26,860.8 548.8 ... ... 4,976.8 32,386.6 37,774.7 729.2 ... 38,503.9 ... -6,117.3 145,259.4
High-Cost

261

Source: All columns projected by methods described in text and in earlier tables describing projections for the intermediate set of assumptions.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B11.—Operations of the Combined OASI and DI Trust Funds

(High-cost alternative, calendar quarters 2001-10)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in funds

Funds

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently 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.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2001-I ....... $133,018.7 $3,185.5 ... ... $180.9 $136,386.4 $107,079.6 $969.8 ... $108,049.4 ... $28,336.9 $1,077,782.5

2001-II...... 142,221.3 3,229.2 ... ... 35,236.5 180,687.7 107,886.7 947.3 $3,214.4 112,048.4 ... 68,639.3 1,146,421.8

2001-III..... 119,198.6 3,267.7 $525.9 ... 123.1 123,116.1 108,301.9 870.4 ... 110,168.3 ... 12,947.8 1,159,369.6

2001-IV .... 112,252.7 3,260.0 415.3 -$0.7 36,297.3 152,223.6 109,121.5 1,109.0 ... 110,230.5 ... 41,993.1 1,201,362.7

2002-I ....... 135,019.0 3,490.7 ... ... 260.5 138,770.2 113,108.7 1,053.4 ... 114,162.1 ... 24,608.1 1,225,970.8

2002-II...... 145,948.4 3,515.9 ... ... 38,170.6 187,635.6 114,019.8 1,031.0 3,796.1 118,846.9 ... 68,788.7 1,294,759.5

2002-III..... 123,920.9 3,526.4 320.2 ... 291.0 128,059.5 114,464.1 946.6 ... 115,410.8 ... 12,648.7 1,307,408.2

2002-IV .... 118,911.3 3,551.2 ... ... 40,192.6 162,653.7 115,361.0 1,128.6 ... 116,489.7 ... 46,164.1 1,353,572.3

2003-I ....... 143,928.2 3,822.7 ... ... 413.7 148,163.4 120,140.6 1,071.4 ... 121,211.9 ... 26,951.4 1,380,523.8

2003-II...... 155,436.7 3,851.3 ... ... 43,437.4 202,724.8 121,153.4 1,056.2 3,824.6 126,034.2 ... 76,690.6 1,457,214.3

2003-III..... 132,834.9 3,862.9 303.7 ... 375.4 137,376.3 121,649.2 967.6 ... 122,616.8 ... 14,759.5 1,471,973.8

2003-IV .... 127,885.8 3,889.8 ... .1 48,336.0 180,112.8 122,614.5 1,151.7 ... 123,766.1 ... 56,346.7 1,528,320.5

2004-I ....... 152,015.5 4,234.6 ... ... 249.4 156,499.1 129,813.5 1,092.7 ... 130,906.2 ... 25,592.9 1,553,913.3

2004-II...... 163,507.2 4,268.6 ... ... 52,580.1 220,355.8 130,964.5 1,083.5 3,899.8 135,947.8 ... 84,408.0 1,638,321.3

2004-III..... 136,270.6 4,281.9 289.9 ... 314.8 141,155.7 131,515.0 990.8 ... 132,505.8 ... 8,649.8 1,646,971.2

2004-IV .... 131,176.8 4,311.5 ... ... 55,187.6 190,675.0 132,545.5 1,194.4 ... 133,739.9 ... 56,935.1 1,703,906.3

2005-I ....... 155,263.4 4,687.3 ... ... 282.4 160,232.6 141,665.9 1,132.9 ... 142,798.7 ... 17,433.9 1,721,340.2

2005-II...... 170,570.6 4,726.1 ... ... 57,851.1 233,147.1 142,955.0 1,128.9 4,059.7 148,143.5 ... 85,003.7 1,806,343.9

2005-III..... 146,806.1 4,742.0 293.3 ... 359.7 152,200.6 143,581.8 1,030.7 ... 144,612.5 ... 7,588.1 1,813,932.0

2005-IV .... 138,238.4 4,774.8 ... ... 60,465.2 203,479.0 144,704.6 1,251.0 ... 145,955.5 ... 57,523.5 1,871,455.5

2006-I ....... 168,254.6 5,075.8 ... ... 283.1 173,613.9 151,460.0 1,186.1 ... 152,646.1 ... 20,967.9 1,892,423.3

2006-II...... 182,673.7 5,117.2 ... ... 63,839.7 251,629.9 152,800.4 1,187.3 4,080.5 158,068.2 ... 93,561.7 1,985,985.0

2006-III..... 155,207.5 5,134.2 295.8 ... 356.5 160,994.7 153,457.8 1,082.5 ... 154,540.3 ... 6,454.4 1,992,439.4

2006-IV .... 146,699.4 5,170.9 ... ... 66,824.9 218,694.8 154,675.0 1,301.7 ... 155,976.7 ... 62,718.1 2,055,157.5

2007-I ....... 179,563.0 5,493.4 ... ... 190.2 185,247.5 161,759.7 1,233.7 ... 162,993.4 ... 22,254.2 2,077,411.6

2007-II...... 193,865.3 5,538.0 ... ... 70,268.0 269,672.1 163,170.1 1,240.5 4,442.3 168,853.0 ... 100,819.1 2,178,230.7

2007-III..... 164,282.8 5,557.3 300.5 ... 340.3 170,482.5 163,876.6 1,129.4 ... 165,005.9 ... 5,476.5 2,183,707.3

2007-IV .... 155,023.3 5,600.2 ... ... 73,004.8 233,627.9 165,246.4 1,351.2 ... 166,597.7 ... 67,030.3 2,250,737.5

2008-I ....... 189,214.5 5,976.0 ... ... 359.1 195,550.1 173,311.3 1,280.2 ... 174,591.5 ... 20,958.6 2,271,696.1

2008-II...... 204,149.1 6,029.5 ... ... 76,204.6 286,384.2 174,927.6 1,293.0 4,584.3 180,804.9 ... 105,579.3 2,377,275.4

2008-III..... 172,677.9 6,054.2 304.5 ... 328.8 179,366.0 175,763.2 1,175.6 ... 176,938.7 ... 2,427.4 2,379,702.8

2008-IV .... 165,036.5 6,106.6 ... ... 79,294.5 250,436.0 177,358.6 1,402.7 ... 178,761.4 ... 71,674.6 2,451,377.4

2009-I ....... 198,800.4 6,557.1 ... ... 343.2 205,701.5 186,622.7 1,328.6 ... 187,951.3 ... 17,750.2 2,469,127.6

2009-II...... 214,380.2 6,622.9 ... ... 82,528.4 303,530.2 188,489.8 1,347.8 4,784.5 194,622.1 ... 108,908.2 2,578,035.8

2009-III..... 181,112.1 6,655.4 308.2 ... 328.8 188,405.1 189,478.8 1,223.7 ... 190,702.5 ... -2,297.4 2,575,738.4

2009-IV .... 176,709.4 6,721.1 ... ... 85,512.1 268,942.4 191,357.7 1,457.7 ... 192,815.4 ... 76,127.0 2,651,865.5

2010-I ....... 206,934.4 7,234.3 ... ... 331.2 214,500.5 201,352.1 1,380.1 ... 202,732.3 ... 11,768.1 2,663,633.6

2010-II...... 227,368.0 7,298.4 ... ... 88,732.5 323,398.9 203,162.3 1,406.4 5,006.3 209,575.0 ... 113,823.9 2,777,457.5

2010-III..... 193,655.5 7,331.6 312.1 ... 311.6 201,612.3 204,166.1 1,275.2 ... 205,441.3 ... -3,829.1 2,773,628.5

2010-IV .... 185,042.4 7,410.1 ... ... 91,850.1 284,302.1 206,336.9 1,514.1 ... 207,851.0 ... 76,451.1 2,850,079.5
Alternative Assumptions

262

Sources:

• Assets and disbursements shown earlier.

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Sources:

• Effective taxable payroll from econometric model in the Office of the Chief Actuary.

• Income rate computed as sum of (a) employee-employer payroll tax rate, and (b) income tax revenue plus payments from the general fund of the Treasury divided by effective taxable payroll.

• Cost rate computed as total disbursements divided by effective taxable payroll.

Note: Estimates based on 2001 Trustees Report high-cost set of assumptions.

Table V.B12.—Trust Fund Ratios1 of the OASI, DI, and Combined Trust Funds

(High-cost alternative, calendar quarters 2001-10)

1 Represents assets at beginning of period, plus advance tax transfers (if applicable), as a percentage of disbursements during the following 12-month period.

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

2001-I............................... 246.1 190.5 238.2

2001-II ............................. 249.4 192.7 241.3

2001-III ............................ 261.5 201.7 252.8

2001-IV............................ 261.8 200.1 252.8

2002-I............................... 268.1 202.4 258.4

2002-II ............................. 269.9 201.8 259.8

2002-III ............................ 281.2 208.3 270.2

2002-IV............................ 280.4 204.4 268.8

2003-I............................... 286.8 205.3 274.2

2003-II ............................. 287.5 202.6 274.3

2003-III ............................ 298.2 207.3 283.9

2003-IV............................ 296.4 202.0 281.4

2004-I............................... 302.9 202.0 286.7

2004-II ............................. 302.1 197.5 285.1

2004-III ............................ 312.3 200.4 294.0

2004-IV............................ 308.3 193.0 289.3

2005-I............................... 313.4 191.0 293.0

2005-II ............................. 312.4 185.5 291.1

2005-III ............................ 323.4 187.6 300.4

2005-IV............................ 320.7 180.6 296.8

2006-I............................... 326.8 178.2 301.2

2006-II ............................. 326.2 172.8 299.6

2006-III ............................ 337.7 174.3 309.2

2006-IV............................ 334.7 167.0 305.2

2007-I............................... 341.1 164.0 309.8

2007-II ............................. 340.1 158.4 307.7

2007-III ............................ 351.5 159.1 317.1

2007-IV............................ 347.7 151.5 312.4

2008-I............................... 353.7 147.8 316.5

2008-II ............................. 351.7 141.8 313.6

2008-III ............................ 362.2 141.5 322.0

2008-IV............................ 357.3 133.8 316.4

2009-I............................... 362.7 129.6 320.0

2009-II ............................. 359.5 123.4 316.2

2009-III ............................ 369.4 122.2 323.9

2009-IV............................ 363.8 114.3 317.8

2010-I............................... 369.1 109.5 321.2

2010-II ............................. 365.0 103.0 316.5

2010-III ............................ 374.6 101.1 323.9

2010-IV............................ 368.5 93.4 317.5

Table V.B13.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds

(High-cost alternative, calendar years 2001-10)

[As a percentage of taxable payroll]

Year

OASI Trust Fund DI Trust Fund Total

Income rate Cost rate Balance Income rate Cost rate Balance Income rate Cost rate Balance

2001 ......................... 10.91 9.25 1.66 1.82 1.52 0.30 12.73 10.77 1.95

2002 ......................... 10.91 9.35 1.56 1.82 1.62 .20 12.73 10.97 1.76

2003 ......................... 10.92 9.22 1.70 1.82 1.68 .14 12.74 10.89 1.85

2004 ......................... 10.94 9.49 1.45 1.82 1.81 .01 12.76 11.31 1.45

2005 ......................... 10.96 9.80 1.16 1.82 1.96 -.13 12.78 11.76 1.03

2006 ......................... 10.96 9.73 1.23 1.83 2.02 -.20 12.79 11.75 1.03

2007 ......................... 10.97 9.75 1.22 1.83 2.10 -.27 12.80 11.85 .95

2008 ......................... 10.98 9.85 1.13 1.83 2.17 -.34 12.81 12.02 .79

2009 ......................... 10.99 10.03 .96 1.83 2.25 -.42 12.83 12.28 .55

2010 ......................... 11.01 10.23 .78 1.83 2.32 -.48 12.84 12.55 .30
High-Cost

263

Assumptions key:

I = Low-cost

II = Intermediate

III = High-cost

All future estimates based on the

2001 Trustees Report.

Figure 9.—Trust Fund Ratios of the OASI Trust Fund,

by Alternative, Calendar Years 1975-2010

[In percent]

Figure 11.—Trust Fund Ratios of the 

Combined OASI and DI Trust Funds,

by Alternative, Calendar Years 1975-2010

[In percent]

0

50

100

150

200

250

300

350

400

450

500

550

1975 1980 1985 1990 1995 2000 2005 2010

Beginning of calendar year

I

II

III

Historical Estimated

0

50

100

150

200

250

300

350

400

450

500

550

1975 1980 1985 1990 1995 2000 2005 2010

Beginning of calendar year

I

II

III

Historical Estimated

Figure 10.—Trust Fund Ratios of the DI Trust Fund,

by Alternative, Calendar Years 1975-2010

[In percent]

0

50

100

150

200

250

300

350

400

450

500

550

1975 1980 1985 1990 1995 2000 2005 2010

Beginning of calendar year

I

II

III

Historical Estimated

APPENDICES
.
Appendices

267

A. DETERMINATION OF THE WAGE BASE

The maximum amount of taxable and creditable earnings for Social Security purposes, usually referred to as the wage base, is

determined each year as prescribed by law. Currently, the wage base is determined each year based on legislation enacted

August 15, 1994.

The wage base for a given year is calculated in the preceding year by multiplying the wage base of $60,600 for 1994 by the following quotient: the national average wage index for the prior year, divided by the national average wage index for 1992. The

result, rounded to the nearest $300, is the new wage base. The wage base can remain the same or increase. In no case, is the

new wage base reduced to an amount below the previous wage base.

The 1994 wage base was $60,600.

The 1992 national average wage index was $22,935.42.

Example:

The wage base for calendar year 2001 was determined in 2000 as follows:

(1994 wage base) x [(1999 average wage index) / (1992 average wage index)]

$60,600.00 x [$30,469.84 / $22,935.42] = $80,507.46

Rounding $80,507.46 to the nearest $300 results in a wage base for 2001 of $80,400.

Wage bases for projected years are estimated in the same manner using the projected (or preliminary) average wage index for

the year that is 2 years prior to the year for which the wage base is being calculated. Thus, for the 2001 Trustees Report, the

2002 wage base is estimated using the 1994 wage base, the projected 2000 average wage index, and the 1992 average wage

index.
Appendices

268

B. DISABLED WORKER INCIDENCE AND AWARDS

Awards are tabulated as of calendar age—the integral age attained in the year disability benefits begin. For example, individuals born in 1965 and awarded benefits in 2000 are considered to be age 35 regardless of whether or not they had a birthday.

Note that the year of award may not be the same as the year of disability onset, or even the year in which the individual became

entitled to benefits. Award relates specifically to the time benefits commence.

As it relates to awards, exposure is the estimated amount of time—measured in life-years—that individuals in the insured population are exposed to the incidence of disability. This quantity is estimated by observing the progression of different birth

cohorts through time. For example, consider a period during which insured workers born in 1965 are observed for disability

during 2000, at calendar age 35. Under the assumption that births are uniformly distributed throughout the year, the average

age of the cohort is 341⁄2 on January 1; the average age is 35 on July 1; and the average age is 351⁄2 on December 31. So on

average, the cohort is exposed for 6 months before their birthday—January through June; and 6 months after their birthday—

July through December. This is expressed mathematically by multiplying both the beginning-of-year and end-of-year disability insured population by one-half. An adjustment is then made for the amount of time contributed by beneficiaries already in

force.

Alternatively, award exposure for a given calendar age in a particular year can be defined as the average number of people

insured for disability during the year, who are not already disabled. This can be estimated by subtracting the beginning-of-year

in-force population from the average number insured—which is the arithmetic average of the beginning-of-year and end-ofyear insured population. As shown in the following examples, this method is equivalent to calculating exposure using the “lifeyears” concept.

Finally, historical incidence rates are computed as awards divided by exposure. For future years, awards are computed by multiplying projected incidence rates by projected exposure.

Disabled Worker Incidence Rate—Male Age 35 in 2000 (1965 Birth Cohort)

• Awards (SSA administrative records): 4,146

• Disability insured on January 1 (average age 341⁄2): 1,887,249

• Disability insured on December 31 (average age 351⁄2): 1,878,874

• In force on January 1: 33,787—assume 12 months of exposure for each

• Award exposure: 1⁄2(1,887,249) + 1⁄2(1,878,874) – 33,787 = 1,849,274.5 aggregate life-years

• Incidence rate: 4,146 / 1,849,274.5 = 0.002242 or 2.24 awards per thousand exposed

Disabled Worker Awards—Male Age 45 in 2010 (1965 Birth Cohort)

• Projected incidence rate: 0.004379

• Projected disability insured on January 1 (average age 441⁄2): 1,866,978

• Projected disability insured on December 31 (average age 451⁄2): 1,880,550

• Projected in force on January 1: 69,797

• Projected award exposure: 1⁄2(1,866,978) + 1⁄2(1,880,550) – 69,797 = 1,803,967

• Projected awards: 0.004379 x 1,803,967 = 7,900
Appendices

269

C. DISABLED WORKER ADJUSTED INCIDENCE RATE

Shifts in the age and gender composition of the insured population occur over time. To compare disability incidence rates for

different years, we need to eliminate the distortions caused by these shifts. For this reason, gross incidence rates are adjusted to

provide a measure of the rate at which individuals are being awarded that is independent of demographic shifts. The shortrange model performs the adjustment using direct standardization on 5-year age groups. Sample calculations of gross and ageadjusted incidence rates are presented below.

Gross Rate

The gross incidence rate for a particular year is simply total awards divided by exposure for that year. The following table is

used to calculate the gross incidence rate for male disabled workers for calendar year 2010. Dividing total awards of 466,007

by the year’s exposure of 78,088,156 life-years gives a gross incidence rate of 5.97 awards per thousand exposed.

Age-Adjusted Rate

The age-adjusted incidence rate for a particular year is computed as total “adjusted” awards divided by the exposure for the

standard year. Adjusted awards represent the number that would occur in a particular year if the insured population had the

same age-specific profile as the insured population for the standard year. The following table is used to calculate the ageadjusted incidence rate for male disabled workers for calendar year 2010. Dividing total adjusted awards of 348,265 by 1998

exposure of 69,306,132 life-years gives an age-adjusted incidence rate of 5.03 awards per thousand exposed.

Age

Male disability insured

aggregate years exposed

for calendar year 2010

Projected

male incidence rate

for calendar year 2010

(per thousand)

Male awards

for calendar year 2010

based on 2010 exposure

15-19 1,879,004 0.43 815

20-24 8,369,469 1.30 10,868

25-29 9,306,644 1.53 14,239

30-34 8,477,048 1.83 15,506

35-39 8,101,774 2.67 21,672

40-44 8,665,303 3.69 31,947

45-49 9,424,329 5.01 47,229

50-54 9,180,081 8.12 74,510

55-59 7,609,412 14.05 106,878

60-64 5,892,703 21.80 128,432

65-NRA 1,182,386 11.77 13,911

Total 78,088,156 466,007

Age

Male disability insured

aggregate years exposed

for calendar year 1998

Projected

male incidence rate

for calendar year 2010

(per thousand)

Male adjusted awards

for calendar year 2010

based on 1998 exposure

15-19 1,660,415 0.43 720

20-24 6,788,708 1.30 8,815

25-29 8,396,971 1.53 12,847

30-34 9,021,285 1.83 16,502

35-39 10,088,297 2.67 26,986

40-44 9,572,227 3.69 35,291

45-49 8,185,029 5.01 41,018

50-54 6,742,232 8.12 54,723

55-59 4,970,338 14.05 69,811

60-64 3,578,885 21.80 78,002

65-NRA 301,745 11.77 3,550

Total 69,306,132 348,265
Appendices

270

D. DISABLED WORKER TERMINATIONS

Terminations are tabulated as of calendar age—the integral age attained in the year disability benefits are terminated. For

example, beneficiaries born in 1965 and terminated in 2000 are considered to be age 35 regardless of whether or not they had

a birthday. As discussed in section III.A, benefit termination can occur for a number of reasons. The four major categories

include: automatic conversion to old-age benefits upon attainment of normal retirement age; death of the beneficiary; medical

recovery or return-to-work; and all other reasons.

As it relates to termination, exposure is the estimated amount of time—measured in life-years—that individuals on the disability rolls are exposed to the possibility of benefit termination. This quantity is estimated by observing the activity of the rolls for

a particular birth cohort. For example, consider a period during which disabled workers born in 1965 are observed for termination during 2000, at calendar age 35. The model assumes that each beneficiary already on the rolls as of the beginning of the

year will be exposed for 12 months. An adjustment is then made for the amount of time contributed by new awards. Under the

assumption that awards are uniformly distributed throughout the year, each new beneficiary will be exposed for an average of

6 months.

Alternatively, termination exposure for a given calendar age in a particular year can be defined as the average number of beneficiaries on the rolls during the year. This can be estimated by adding one-half of the awards to those already in force at the

beginning of the year. As shown in the following examples, this method is equivalent to calculating exposure using the “lifeyears” concept.

Finally, historical termination rates are computed as terminations divided by exposure. For future years, terminations are computed by multiplying projected termination rates by projected exposure.

Disabled Worker Termination Rate—Male Age 35 in 2000 (1965 Birth Cohort)

• Death terminations (SSA administrative records): 702

• Recovery terminations (SSA administrative records): 1,263

• “All other” terminations (SSA administrative records): 67

• Awards (SSA administrative records): 4,146

• In force on January 1: 33,787

• Termination exposure: 33,787 + 1⁄2(4,146) = 35,860 aggregate life-years

• Death rate: 702 / 35,860 = 0.01958

• Recovery rate: 1,263 / 35,860 = 0.03522

• “All other” rate: 67 / 35,860 = 0.00187

Disabled Worker Terminations—Male Age 45 in 2010 (1965 Birth Cohort)

• Projected death rate: 0.02708

• Projected recovery rate: 0.01135

• Projected “all other” rate: 0.00117

• Projected awards: 7,900

• Projected in force on January 1: 69,797

• Projected termination exposure: 69,797 + 1⁄2(7,900) = 73,747

• Projected death terminations: 0.02708 x 73,747 = 1,997

• Projected recovery terminations: 0.01135 x 73,747 = 837

• Projected “all other” terminations: 0.00117 x 73,747 = 86
Appendices

271

E. DURATION ANALYSIS

For any particular select age1 of a disabled worker beneficiary, the highest probability of death occurs within the first 2 years

of entitlement. Afterward, the probability of death decreases significantly so that the chances of survival beyond the first 2

years are greatly improved. In general, disabled workers of a particular attained age2 exhibit mortality rates that are inversely

related to the amount of time spent on the rolls—up until roughly the tenth duration. After 10 years on the rolls, the short-range

model assumes mortality rates are no longer a function of select age, but a function of attained age only.

Death

The following table shows the composition of disabled workers, attained age 50 in current-payment status, sorted by select age

and duration. As shown, mortality rates at different durations can vary greatly. New 50-year-old entitlements experience mortality at a rate of 82.14 deaths per thousand beneficiaries. Deaths fall to 52.20 per thousand for select 49-year-olds who have

been on the rolls for 1 year; 38.68 per thousand for select 48-year-olds who have been on the rolls for 2 years, etc.; after 10 or

more years on the rolls, mortality experience is not expected to differ significantly with regard to select age3.

1 Age at which the beneficiary is initially entitled to DI benefits.

2 Calculated as the select age plus the number of complete years (duration) spent on the DI rolls since selection.

3 A complete DI termination analysis by select age and duration can be found in Actuarial Study #114: Social Security Disability Insurance Program Worker

Experience (Tim Zayatz, June 1999).

Select

age at

entitlement

Complete

years since

entitlement

(duration)

Attained

age

Death rates

per thousand

beneficiaries1

Recovery rates

per thousand

beneficiaries

DI male disabled workers with benefits

in current-payment status as of December 31

2000 1995

Number Percent Number Percent

50 0 50 82.14 3.60 4,244 4.84 3,571 5.52

49 1 50 52.20 7.53 5,914 6.74 4,814 7.44

48 2 50 38.68 4.02 6,329 7.22 5,744 8.87

47 3 50 33.47 3.57 6,065 6.91 6,244 9.65

46 4 50 30.38 6.48 5,703 6.50 6,096 9.42

45 5 50 28.98 5.76 5,599 6.38 4,931 7.62

44 6 50 28.29 5.03 5,316 6.06 3,846 5.94

43 7 50 27.59 4.61 5,320 6.07 3,189 4.93

42 8 50 26.85 4.24 5,267 6.00 2,794 4.32

41 9 50 24.80 3.16 4,884 5.57 2,597 4.01

40 10 50 22.15 1.82 4,182 4.77 2,385 3.68

39 11 50 22.15 1.82 3,212 3.66 2,136 3.30

38 12 50 22.15 1.82 2,749 3.13 1,762 2.72

37 13 50 22.15 1.82 2,421 2.76 1,440 2.22

36 14 50 22.15 1.82 2,265 2.58 1,221 1.89

35 15 50 22.15 1.82 2,138 2.44 1,342 2.07

34 16 50 22.15 1.82 1,901 2.17 1,148 1.77

33 17 50 22.15 1.82 1,685 1.92 1,079 1.67

32 18 50 22.15 1.82 1,310 1.49 1,125 1.74

31 19 50 22.15 1.82 1,134 1.29 1,210 1.87

30 20 50 22.15 1.82 1,179 1.34 1,148 1.77

29 21 50 22.15 1.82 1,100 1.25 1,015 1.57

28 22 50 22.15 1.82 1,053 1.20 921 1.42

27 23 50 22.15 1.82 1,061 1.21 655 1.01

26 24 50 22.15 1.82 1,156 1.32 603 .93

25 25 50 22.15 1.82 1,031 1.18 495 .76

24 26 50 22.15 1.82 1,003 1.14 477 .74

23 27 50 22.15 1.82 864 .99 696 1.08

22 28 50 22.15 1.82 634 .72 38 .06

21 29 50 22.15 1.82 499 .57 8 .01

20 30 50 22.15 1.82 337 .38 1 .00

19 31 50 22.15 1.82 132 .15 1 .00

18 32 50 22.15 1.82 26 .03 0 .00

Total 87,713 100.00 64,732 100.00

1 Based on DI disabled worker experience over the 5-year period 1991-95.
Appendices

272

Since the rate of death decreases dramatically after the first several durations, a higher average duration indicates lower mortality for that particular age. For example, the average duration among 50-year-olds increased from 8.0 years in 1995 to 9.1 years

in 2000 as the “mix” of beneficiaries became more heavily weighted toward those having 6 or more years on the rolls, and less

weighted toward relatively newer beneficiaries having 5 or fewer years on the rolls.

Recovery

For a particular select age, the recovery rate exhibits a noticeable bimodal distribution. Recoveries tend to peak after 1 year of

entitlement, decline for several years then peak again after 4 or 5 years of entitlement, finally declining thereafter. The fact that

CDR schedules are based on the likelihood of medical improvement helps to explain this pattern. When improvement is

expected, reviews are scheduled between 6 and 24 months following initial entitlement—this accounts for the initial peak in

recoveries. For cases in which medical improvement is possible but less likely to occur within the first 2 years, reviews are

scheduled every 36 months—this accounts for a second peak. If medical improvement is not expected, reviews are scheduled

every 5 to 7 years. Note that recovery rates in the above table are based on data collected over 1991-95. During this period, the

DI program experienced a significant growth in claims, which delayed or even limited the number of reviews performed.
Appendices

273

F. AVERAGE AGE OF DISABLED WORKERS

The following table summarizes the average age of a new award and the overall DI rolls, for male and female disabled workers, from 1975-2010.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.

Year

Average age at award

Average age in current-payment 

status

Male Female Male Female

1975 51.51 52.07 52.96 53.94

1976 51.68 52.08 52.88 53.85

1977 51.47 51.93 52.85 53.79

1978 51.24 51.35 52.86 53.77

1979 51.60 51.36 52.87 53.72

1980 51.32 51.10 52.84 53.66

1981 51.68 51.39 52.95 53.73

1982 50.42 49.96 53.16 53.90

1983 49.68 48.83 52.84 53.58

1984 49.71 49.83 52.46 53.16

1985 49.56 49.48 52.02 52.70

1986 48.80 48.93 51.51 52.16

1987 49.06 49.02 51.21 51.80

1988 49.11 49.04 51.02 51.53

1989 48.88 48.94 50.77 51.23

1990 48.57 48.65 50.51 50.91

1991 48.22 48.38 50.23 50.58

1992 47.72 47.92 49.87 50.20

1993 47.69 47.85 49.66 49.96

1994 48.09 48.16 49.65 49.89

1995 48.55 48.51 49.77 49.94

1996 48.77 48.61 49.96 50.06

1997 49.29 48.80 50.24 50.26

1998 49.39 48.85 50.44 50.44

1999 49.45 48.92 50.62 50.60

2000 49.50 48.91 50.81 50.77

2001 49.79 49.20 51.04 50.98

2002 50.08 49.49 51.26 51.18

2003 50.43 49.81 51.57 51.47

2004 50.78 50.13 51.90 51.77

2005 51.10 50.43 52.22 52.08

2006 51.36 50.69 52.54 52.38

2007 51.57 50.91 52.84 52.67

2008 51.75 51.10 53.10 52.94

2009 51.96 51.30 53.27 53.10

2010 52.13 51.47 53.46 53.30
Appendices

274

G. DISABLED WORKER PROJECTION BY SINGLE-YEAR-OF-AGE

The following is a detailed example of the projection of the number of disabled worker beneficiaries by single-year-of-age.

Similar projections are made for the short-range period for each gender and age 15-NRA. The illustration is based on the 2001

Trustees Report intermediate set of assumptions.

Disabled Worker Single-Year-of-Age Projection—Male Age 36 in 2001 (1965 Birth Cohort)

Disability Insured

• Fully insured on January 1: 2,082,400

• Disability insured as a percent of fully insured on January 1: 0.902264

• Disability insured on January 1 (average age 351⁄2): 0.902264 x 2,082,400 = 1,878,874

• Projected fully insured on December 31: 2,083,900

• Projected disability insured as a percent of fully insured on December 31: 0.908514

• Projected disability insured on December 31 (average age 361⁄2): 0.908514 x 2,083,900 = 1,893,252

• In force on January 1: 35,901

Awards

• Projected award exposure: 1⁄2(1,878,874) + 1⁄2(1,893,252) – 35,901 = 1,850,162

• Baseline incidence rate (male age 36 in 2000): 0.002563

• Projected incidence factor1: 0.98831

• Projected incidence rate (male age 36 in 2001): 0.002563 x 0.98831 = 0.002533

• Projected awards: 0.002533 x 1,850,162 = 4,686

Terminations

• Projected termination exposure: 35,901 + 1⁄2(4,686) = 38,244

• Baseline death rate (male age 36 in 2000): 0.01981

• Projected death termination factor1: 0.98855

• Projected death rate (male age 36 in 2001): 0.01981 x 0.98855 = 0.01958

• Projected death terminations: 0.01958 x 38,244 = 749

• Baseline recovery rate (male age 36 in 2000): 0.03827

• Projected recovery termination factor1: 0.78480

• Projected recovery rate (male age 36 in 2001): 0.03827 x 0.78480 = 0.03003

• Projected recovery terminations: 0.03003 x 38,244 = 1,148

• Baseline “all other” rate (male age 36 in 2000): 0.00161

• Projected “all other” termination factor1: 0.71500

• Projected “all other” rate (male age 36 in 2001): 0.00161 x 0.71500 = 0.00115

• Projected “all other” terminations: 0.00115 x 38,244 = 44

End-of-year In Force, Suspensions, and Current-Payment Status

• Projected total terminations: 749 + 1,148 + 44 = 1,941

• Projected in force on December 31: 35,901 + 4,686 – 1,941 = 38,646

• Baseline withheld rate (male age 36 in 2000): 0.05364

• Projected withheld factor: 1.00415

• Projected withheld rate (male age 36 in 2001): (1.05364 x 1.00415) - 1 = 0.05801

• Projected suspensions: 0.05801 x 38,646 = 2,242

• Projected current-payment status on December 31: 38,646 – 2,242 = 36,404

1 Projected incidence and termination factors by single-year-of-age are based on discussion found in section III.A.
Appendices

275

H. GLOSSARY

Actuarial reduction. See “Benefit reduction.”

Aged husband’s benefit. Monthly benefit payable to a husband or a divorced husband of a retired or disabled worker,

where the husband is entitled solely by age. See “Husband’s

benefit.”

Aged spouse’s benefit. See “Aged husband’s benefit” and

“Aged wife’s benefit.”

Aged wife’s benefit. Monthly benefit payable to a wife or a

divorced wife of a retired or disabled worker, where the wife

is entitled solely by age. See “Wife’s benefit.”

Annual maximum taxable limit. Annual dollar amount

above which earnings in employment covered under the

OASDI program are neither taxable nor creditable for benefit computation purposes. (Also referred to as “contribution

and benefit base,” “annual creditable maximum,” “taxable

maximum,” and “maximum taxable.”) For the contribution

and benefit base for years 1975 and later, see table II.3.

Automatic cost-of-living benefit increase. The annual

increase in benefits effective for December, reflecting the

increase in the cost of living. The percentage increase equals

the percentage increase in the Consumer Price Index measured from the average over July, August, and September of

the preceding year to the average for the same 3 months in

the current year. If the increase is less than one-tenth of 1

percent, when rounded, there is no automatic increase for the

current year; the increase for the next year would reflect the

increase in the cost of living over a 2-year period.

If the stabilizer provision applies, the increase may be less

than the cost of living. See “Stabilizer provision.”

For the automatic benefit increase for years 1975 and later,

see table II.3.

Auxiliary benefit. See “Secondary benefit.”

Average indexed monthly earnings—AIME. The amount

of earnings used in determining the primary insurance

amount (PIA) for most workers who attain age 62, become

disabled, or die after 1978. Indexing creates an earnings

record that reflects the value of the individual’s previous

earnings relative to national average earnings in the indexing

year. 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 counted at their

nominal 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 a

higher benefit results.

Earnings are indexed by multiplying the worker’s taxable

earnings for each year after 1950 through the indexing year

by the average wage index for the indexing year, and dividing by the average wage index for the year being indexed.

Once the earnings record has been indexed, the AIME is

computed by:

1. Determining the number of computation years—the

number of years after 1950 (or the year of attainment of

age 21, if later) and up to the year in which the worker

attains age 62, becomes disabled, or dies, minus dropout

years, generally 5 (minimum number of computation

years is 2);

2. Selecting the actual computation years, based on highest

earnings after indexing, 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.

For workers becoming entitled to disability benefits after

June 1980, the number of dropout years varies by the age

attained in year of disability onset. The number is 0, 1, 2, 3,

4, and 5, respectively, for workers aged 26 and under, 27-31,

32-36, 37-41, 42-46, and 47 or older. Effective for months

after June 1981, however, disabled workers under age 37

may obtain up to 3 additional dropout years (3, 2, and 1,

respectively, for those aged 26 and under, 27-31, and 32-36)

for years otherwise included as computation years in which

the worker had no earnings and was living with a child (of

the worker or his or her spouse) under age 3.

Average monthly wage—AMW. The amount of earnings

used as the basis for determining the 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 or died in 1979-83. The average is computed by:

1. Determining the number of computation years—the

number of years after 1950 (or the year of attainment of

age 21, if later) and up to the year in which the worker

attains age 62 (age 65 for men born before January 2,

1911, and the later of age 62 or the year 1975 for men

born after January 1, 1911), becomes disabled, or dies,

minus dropout years, generally 5 (minimum number of

computation years is 2);

2. Selecting the actual computation years, based on highest

earnings (up to the amount of the annual maximum taxable earnings in each year), from any years after 1950;

and

3. Dividing the sum of earnings in the computation years

by the total number of months in the computation years.

See the last paragraph under AIME for special dropout rules

for disabled workers.
Appendices

276

An alternative computation method takes into account the

worker’s earnings after 1936. The method yielding the highest PIA is used.

The transitional guarantee computation is applicable to

workers who attained age 62 in 1979-83, and to survivors of

workers who attained age 62 in 1979-83 and then died (if the

PIA under the transitional guarantee computation is higher

than under the AIME method). It excludes earnings beginning with the year of attainment of age 62.

Award. An action following a determination that an individual is entitled to a specified type of benefit. The action adds

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

entrants to the benefit rolls 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. Two frequent events causing

conversions are the attainment of normal retirement age

(NRA) by a disabled worker and the death of a retired or disabled worker. See “Normal retirement age.” When a disabled worker attains NRA, 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 who are 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. Children of

retired workers who are converted to children of deceased

workers upon the death of the worker are not counted in the

award data.

Awards may result in the immediate payment of benefits

(currently payable awards). If an individual does not qualify

for payable benefits due to any of the reasons listed under

“withholding,” conditional or deferred awards are processed.

Deferred awards are those in which benefits are scheduled to

begin in a specified month. If benefits are withheld for an

indefinite period, a conditional award is prepared. Since

September 1965, most conditional and deferred awards for

beneficiaries aged 65 or older have been for individuals who

apply for Social Security benefits in order to become eligible

for Medicare but have benefits offset due to the earnings test.

Legislation enacted in 1980 permits individuals aged 65 or

older to file for Medicare without applying for Social Security benefits. These individuals are not counted in the award

data until they actually apply for Social Security.

Bend points. The dollar amounts defining the AIME or PIA

brackets in the benefit formulas. For the bend points for

years 1979 and later, see table II.4.

Beneficiary. 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 reduction. Reduction in monthly benefit amount

payable:

• On entitlement at ages 62-64 if the beneficiary is a

retired worker, a spouse of a retired or disabled worker

(with entitlement not based on having a child beneficiary in care), or a divorced spouse; 

• On entitlement at ages 60-64 if the beneficiary is a

widow, widower, or a surviving divorced spouse; or 

• On entitlement, in case of disability, at ages 50-59 if the

beneficiary is a widow, widower, or surviving divorced

spouse.

At the time of award, the following reductions in benefit

amount are made for:

• A retired-worker beneficiary—5/9 of 1 percent for each

of the first 36 months of entitlement before normal

retirement age (maximum reduction of 20 percent for a

normal retirement age of 65), plus 5/12 of 1 percent for

each of the next 24 months of entitlement before normal

retirement age (maximum reduction of 30 percent for a

normal retirement age of 67);

• A wife or husband beneficiary—25/36 of 1 percent for

each of the first 36 months of entitlement before normal

retirement age (maximum reduction of 25 percent for a

normal retirement age of 65), plus 5/12 of 1 percent for

each of the next 24 months of entitlement before normal

retirement age (maximum reduction of 35 percent for a

normal retirement age of 67);

• A nondisabled widow or widower or surviving divorced

spouse—19/40 of 1 percent for each month of entitlement before normal retirement age, when that is age 65

(maximum reduction of 28.5 percent), or a lesser

amount for each month when the normal retirement age

is greater than 65 such that the maximum reduction

remains at 28.5 percent; and

• A disabled widow or widower or surviving divorced

spouse age 60 or under—28.5 percent.

The benefit continues to be paid at a reduced rate even after

normal retirement age, except that the reduced rate is refigured at normal retirement age for all beneficiaries and also at

age 62 for a widow, widower, or a surviving divorced spouse

to omit months for which the reduced benefit was not paid

and to take into account any additional earnings.
Appendices

277

A disabled worker benefit may also be reduced if it is payable to a beneficiary already entitled to a reduced retiredworker, widow’s, or widower’s benefit, with the reduction

related to the number of months before normal retirement

age a reduced benefit was actually drawn.

Benefits in force. The number of persons with benefits in

force is the sum of persons with benefits in current-payment

status and persons with benefits withheld.

Benefits paid. The amounts disbursed for benefits by the

Department of the Treasury in specified periods, including

the amount of SMI premiums deducted from the checks.

Benefits terminated. See “Termination.”

Benefits withheld. See “Withholding.”

Child’s benefit. A monthly benefit payment to a child or eligible grandchild of a retired or disabled worker or of a

deceased worker who died fully or currently insured if the

child or grandchild is under age 18, or an elementary or secondary student between ages 18 and 19 (before May 1985,

benefits were payable to certain post secondary students), or

a disabled person aged 18 or older whose disability began

before age 22. A grandchild is eligible for benefits on the

earnings record of a grandparent (or the grandparent’s

spouse) if the following conditions are met: 

• The child must live with the grandparent in the United

States, 

• The child must be dependent on the grandparent for at

least half of his or her support, and 

• If the parents of the child are alive and not disabled, the

grandparent must be deceased and the child adopted by

the grandparent’s surviving spouse. Child beneficiaries

under age 18 and student beneficiaries must be unmarried. Benefits to disabled adult children can be continued if they marry certain other Social Security

beneficiaries.

Contributions. The amount based on a percent of earnings,

up to an annual maximum, that must be paid by:

• Employers and employees on wages from employment

under the Federal Insurance Contributions Act,

• The self-employed on net earnings from self-employment under the Self-Employment Contributions Act,

and

• 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.” For the contribution

and benefit base for years 1975 and later, see table II.3. For

the contribution rates for years 1975 and later, see table IV.1.

Conversion of benefits from one type to another. See

“Award.”

Cost-of-living increase. See “Automatic cost-of-living benefit increase.”

Covered employment. All employment and self-employment creditable for Social Security purposes. Almost every

kind of employment and self-employment is covered under

the program. In a few employment situations (for example,

religious orders under a vow of poverty, foreign affiliates of

American employers, or State and local governments), coverage must be elected by the employer. However, effective

July 1991, coverage is mandatory for State and local

employees who are not participating in a public employee

retirement system. In a few situations (for example, ministers or self-employed members of certain religious groups),

workers can opt out of coverage. Even though employment

is covered, not all earnings may be taxable and creditable.

Current-payment status. Benefit being paid for a given

month with or without deductions, provided the deductions

add to less than a full month’s benefit. The amount shown is

before deduction for the supplementary medical insurance

(SMI) premium. A benefit in current-payment status at the

end of a month is payable in the following month (usually on

the third of the month or the second, third, or fourth Wednesday).

Delayed retirement credit. A credit due a worker for delaying retirement after attaining normal retirement age (NRA)

provided the worker:

1. Was fully insured, 

2. Had attained NRA but was not yet age 70 (age 72 before

January 1984), and 

3. Did not receive benefits because he or she had not filed

an application or was working. 

Each monthly credit serves as a basis for increasing the

monthly benefit (unless the benefit is based on a special

minimum PIA) by specified percentages that depend on the

year the worker attains age 62. The monthly credit was 2/24

of 1 percent for workers who attained age 62 before 1979,

6/24 of 1 percent for workers who attained age 62 from 1979

through 1986, 7/24 of 1 percent for workers who attained

age 62 in 1987-88, and 8/24 of 1 percent for workers who

attained age 62 in 1989-90. The monthly credit is 9/24,

10/24, 11/24, 12/24, 13/24, 14/24, 15/24, and 16/24 of 1 per-
Appendices

278

cent for workers who attain age 62 in 1991-92, 1993-94,

1995-96, 1997-98, 1999-2000, 2001-02, 2003-04, and 2005

and later, respectively. The increase is applicable to the

worker’s monthly benefit amount but not to his or her PIA.

Hence, auxiliary benefits are generally not affected. The

exception is that a surviving (including divorced) spouse

receiving widow(er)’s benefits is entitled, for months after

May 1978, to the same increase that had been applied to the

benefit of the deceased worker or for which the worker was

eligible at the time of death.

For benefits payable for months before 1979, beneficiaries

could not receive delayed retirement credits if they had

received a reduced benefit because of entitlement before age

65. Benefits for these individuals were recomputed effective

January 1979 to give them the 1/12 of 1 percent credit for

any increment month.

Dependent’s benefit. See “Secondary benefit.”

Determination of continuing disability. A determination

as to whether a person who has been under a disability

within the meaning of the law is still under such disability. 

Disability. The inability to engage in substantial gainful

activity by reason of any medically determinable physical or

mental impairment that can be expected to result in death or

to last for a continuous period of not less than 12 months.

This means:

• For a nonblind disabled worker, a blind worker under

age 55, a disabled child, or a disabled widow, widower

or surviving divorced spouse—the inability to engage in

substantial gainful activity. A person must not only be

unable to do his or her previous work but cannot, considering age, education, and work experience, engage in

any other kind of substantial gainful work which exists

in the national economy. Before 1991, a stricter disability definition applied to disabled widow(er)s. A

widow(er) needed to have a disability severe enough to

prevent him or her from engaging in “any gainful activity;” and

• For a blind worker aged 55 or older—the inability to

engage in any substantial gainful activity requiring skills

comparable with those in any gainful activity in which

he or she previously engaged with some regularity and

over a substantial period of time.

Except in certain cases involving second and subsequent disabilities, the law requires that a person be disabled continuously for 5 months before he or she can qualify for a “period

of disability” or a disabled worker benefit.

Disability Insurance—DI. See “Trust fund.”

Disabled child’s benefit. A monthly benefit payable to a

disabled person aged 18 or older—a child or eligible grandchild of a retired, deceased, or disabled worker—whose disability began before age 22.

Disabled surviving divorced husband’s benefit. See

“Widower’s benefit.”

Disabled surviving divorced wife’s benefit. See “Widow’s

benefit.”

Disabled widower’s benefit. See “Widower’s benefit.”

Disabled widow’s benefit. See “Widow’s benefit.”

Disabled worker benefit. A monthly benefit payable to a

disabled worker under normal retirement age insured for disability. Before November 1960, disability benefits were limited to disabled workers aged 50-64.

Divorced husband’s benefit. See “Husband’s benefit.”

Divorced wife’s benefit. See “Wife’s benefit.”

Dual entitlement. See “Entitlement.”

Early retirement. See “Benefit reduction.”

Earnings. Unless otherwise qualified, this term includes all

wages from employment and net earnings from self-employment, whether or not taxable or covered.

Earnings test. The provision requiring the withholding of

benefits if beneficiaries under normal retirement age have

earnings in excess of certain exempt amounts. For the

exempt amounts for years 1975 and later, see table II.3.

Eligible worker. For retirement insurance benefits, when an

individual meets the insured status and age requirements for

benefits whether or not he or she has filed an application; for

disability insurance benefits, when an individual meets the

insured status requirements and a period of disability has

been established for the worker.

Entitlement. The state or condition 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. A person may be eligible for retroactive benefits before the month of application for benefits

but not beyond the time that all requirements, other than the

filing of the application were met. See “Retroactive benefits.”

A person can become entitled to only one benefit, to two

benefits simultaneously (dual entitlement) or, in a few cases,

to three benefits simultaneously. Entitlement to a particular

benefit can be initial or subsequent.
Appendices

279

• Dual. Entitlement to and actual receipt of two types of

benefits for the same month. A woman may, for example, be entitled to payments both as a retired worker and

as a wife. Entitlement to two secondary benefits generally does not result in a dual entitlement because usually

only the larger benefit is payable. Entitlement to a

retired worker or disabled worker benefit and a secondary benefit results in dual entitlement only if the secondary benefit is larger. When there is dual entitlement, the

beneficiary receives the smaller benefit in full, but the

larger benefit is paid only in the amount by which it

exceeds the smaller benefit. Three distinguishable dual

entitlement categories are:

1. Entitlement to a retired worker or disabled worker

benefit and to a larger auxiliary benefit. If the two

benefits are financed from the same trust fund, the

beneficiary is represented only once in the statistics—as a retired worker or a disabled worker beneficiary—and the benefit amount recorded is the

larger amount associated with the auxiliary benefit.

If the two benefits are paid from different trust

funds, the beneficiary is represented twice—as a

retired worker or disabled worker beneficiary and

also as an auxiliary beneficiary; the retired worker

or disabled worker benefit amount recorded is the

actual amount for that benefit, and the amount

recorded for the auxiliary benefit is the actual

amount for that benefit reduced by the amount of

the retired worker or disabled worker benefit and

further adjusted, if necessary, for actuarial reduction, disability offset, and application of the family

maximum;

2. Entitlement to a spouse’s benefit and to a smaller

widow(er)’s benefit based on a previous marriage;

and

3. Entitlement to an auxiliary benefit and to a larger

special age-72 benefit.

The number of dually-entitled beneficiaries in categories 2

and 3 is relatively small.

• Initial. Entitlement to:

1. A retired worker or disabled worker benefit—or to

a spouse’s and child’s benefit payable from the

same trust fund and with the same month of entitlement as the retired worker or disabled worker benefit based on the same earnings record; 

2. A lump-sum death payment; or 

3. A survivor monthly benefit—where there has been

neither a previous entitlement to such a benefit nor

previous entitlement to a lump-sum death payment

based on the same earnings record.

• Subsequent. Entitlement to:

1. A spouse’s and child’s benefit—as of a month later

than the month in which the individual became entitled to a retired worker or disabled worker benefit

payable from the same trust fund and based on the

same earnings record or 

2. A survivor monthly benefit—as of a month later

than the month in which the individual became entitled to another survivor monthly benefit or a lumpsum death payment based on the same earnings

record.

Father’s benefit. 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

her death and 

2. An entitled child of the worker in his care is under age

16 or is disabled. 

For fathers who were entitled to benefits for August 1981,

benefits were continued until the child attained age 18 or

until September 1983, whichever came earlier.

General fund of the Treasury. Funds held by the Treasury

of the United States, other than receipts collected for a specific purpose (such as Social Security) and maintained in a

separate account for that purpose.

General fund reimbursements. Transfers from the general

fund of the Treasury to the trust funds for specific purposes

defined in the law, including:

• The costs associated with providing special payments

made to uninsured persons who attained age 72 before

1968, and who had fewer than 3 quarters of coverage.

• Payments corresponding to the employee-employer

taxes on deemed wage credits for military personnel.

• Interest and principal items associated with unnegotiated checks.

• Administrative expense items associated with furnishing

information on deferred vested pension benefits and the

Coal Industry Retiree Health Benefit Act (1992); and

union activities.

Government Pension Offset. See “Offset for spouses with

other government pensions.”

Grandchild’s benefit. See “Child’s benefit.”

Gross Domestic Product—GDP. The total dollar value of

all goods and services produced by labor and property

located in the United States, regardless of who supplies the

labor or property.

Hospital Insurance—HI. See “Trust fund.”
Appendices

280

Husband’s benefit. Monthly benefit payable to a husband

or a divorced husband of a retired or disabled worker under

one of the following conditions:

• The husband is aged 62 or older or has an entitled child

of the worker in his care who is under age 16 or is disabled. For husbands who were entitled to benefits for

August 1981, benefits were continued until the child

attained age 18 or until September 1983, whichever

came earlier; or

• The divorced husband is aged 62 or older and his marriage to the worker has lasted at least 10 years (20 years

for entitlement before 1979) before the divorce became

final. Effective with benefits payable after December

1984, a divorced husband of an eligible worker can be

entitled to benefits if he 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 husband’s own earnings; or

• Effective with benefits payable beginning May 1983, a

husband of a transitionally insured worker is entitled to

benefits if he was born before January 2, 1897; or

• 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.

Insured status. The state or condition 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 spouse’s and children’s or survivor’s benefits in the

event of his or her disability, retirement, or death. See

“Quarters of coverage.”

• Currently insured. With at least 6 quarters of coverage

during the 13-quarter period ending with the calendar

quarter in which the worker:

1. Died, 

2. Became entitled to retired worker benefits, or 

3. Most recently became entitled to disabled worker

benefits. 

If any part of a quarter has been included in a period of disability, that quarter is not counted in the 13-quarter period

unless it was a quarter of coverage.

• Fully insured. With at least 1 quarter of coverage

(whenever acquired) for each year elapsing after 1950

(or the year in which the worker attained age 21, if later)

and before the year in which he or she reaches age 62,

dies, or becomes disabled. For a man born before January 2, 1911, the elapsed period ends with the year he

reaches age 65; for a man born after January 1, 1911, the

elapsed period ends with the later of the year he reaches

age 62 or 1975. If any part of a year has been included in

a period of disability, that year is not counted as an

elapsed year. The number of required quarters of coverage ranges from a minimum of 6 to a maximum of 40.

• Insured for “special age-72 benefits.” Meeting the following quarters-of-coverage requirement: no quarters of

coverage needed if age 72 was attained before 1968; 3

quarters of coverage required for every year after 1966

and before the year of attaining age 72. Thus, a woman

attaining age 72 in 1970 or later and a man attaining age

72 in 1972 or later would need the same number of

quarters of coverage required for fully insured status.

• Insured in event of disability. Having fully insured status and at least 20 quarters of coverage during the 40-

quarter period ending with the quarter in which the

worker became disabled. If any part of a calendar quarter has been included in a period of disability, that quarter is not counted in the 40-quarter period unless it was a

quarter of coverage. A worker disabled before the quarter in which he or she attains age 31 is insured for disability if half the quarters in the period beginning with

the quarter after the one in which the worker reached

age 21 and ending with the quarter in which the worker

became disabled are quarters of coverage. A worker disabled before the quarter in which he or she attains age

24 is insured if he or she has 6 quarters of coverage in

the 12-quarter period ending with the quarter of disablement. A worker disabled by blindness needs only fully

insured status to be insured in event of disability.

• Permanently insured. Having at least the number of

quarters of coverage that is needed to become eligible

for a retired worker benefit. The maximum number of

quarters of coverage required is 40.

• Transitionally insured. Meeting the quarters-of-coverage requirement for receipt of a benefit under the transitionally insured status provision by certain persons born

before January 2, 1897:

1. As a retired worker—has 1 quarter of coverage for

each year elapsing after 1950 and up to the year of

attainment of age 65 for men or age 62 for women

(a minimum of 3 quarters of coverage is required);

2. As a wife or husband—the spouse must be transitionally insured; and
Appendices

281

3. As a widow or widower—the deceased spouse must

have had a specific number of quarters, depending

on his or her date of birth or death and on the

widow(er)’s date of birth. A minimum of 3 quarters

of coverage is required.

Insured widow or widower. An insured widow or widower

is someone who is receiving a widow or widower benefit

and is eligible for a worker’s benefit, but has not applied for

the worker’s benefit. Usually, the insured widow or widower

has not applied for a retired worker benefit because their

total benefit (worker plus dual entitlement as a widow(er))

would be the same as their current benefit.

Lump-sum death benefit. A lump sum, generally $255,

payable on the death of a fully or currently insured worker.

The lump sum is payable to:

• A spouse who was living with the worker at the time of

death or, if there is no such spouse; to

• A spouse eligible for monthly benefits for the month of

death or, if there is no such spouse; to

• Child(ren) eligible for monthly benefits for the month of

death.

For deaths before September 1981, the lump sum was generally payable to the surviving spouse or to the person(s) paying burial expenses, or to the funeral home.

Maximum family benefit—MFB. The maximum monthly

amount that can be paid on a worker’s earnings record. For

benefits payable on the earnings records of retired and

deceased workers, and of disabled workers entitled before

July 1980, the maximum usually varies between 150 and

188 percent of the PIA. For disabled workers entitled after

June 1980, the maximum represents the smaller of:

• 85 percent of the worker’s AIME (or 100 percent of the

PIA, if larger), or 

• 150 percent of his/her PIA.

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. Effective with benefits payable beginning

January 1991, in cases where both a legal spouse and

deemed spouse are receiving benefits, the deemed spouse

would be paid within the family maximum, but benefits for

the legal spouse would not be reduced for the maximum.

Maximum-family-benefit formula. The mathematical formula relating the MFB to the PIA for workers who attain age

62, become disabled, or die after 1978. The MFB is equal to

the sum of 150 percent of PIA up to the first bend point, plus

272 percent of PIA above the first bend point up to the second bend point, plus 134 percent of PIA above the second

bend point up to the third bend point, plus 175 percent of

PIA in excess of the third bend point. Automatic benefit

increases are applied beginning with the year of eligibility.

For the maximum-family-benefit formula bend points for

years 1979 and later, see table II.4.

Military service wage credits. 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. Noncontributory wage credits of $300 for

each calendar quarter in which a person receives pay for military service from January 1957 through December 1977 are

granted in addition to contributory credits for basic pay.

Deemed wage credits of $100 are granted for each $300 of

military wages in years after 1977. (The maximum credits

allowed in any calendar year are $1,200.) These credits take

into account that military personnel receive other cash payments and wages in kind (such as food and shelter) in addition to their basic pay.

Minimum benefit. The lowest benefit (before actuarial

reduction) payable under the regular insurance programs to a

retired worker, a disabled worker, or a sole survivor of a

deceased worker. Through 1978, the maximum benefit

increased when there was a general benefit increase. The

minimum benefit was frozen at $122 for persons first

becoming eligible after 1978. Benefit increases apply to that

amount only when one or more individuals are entitled to

benefits on a particular record or, if earlier, when the insured

worker or widow(er) reaches age 65. The minimum benefit

was eliminated for most workers who attain age 62, become

disabled, or die after 1981. For these persons, benefits will

be derived from applicable computation methods without a

minimum floor.

Minor child’s benefit. Child’s benefit payable to a child

under age 18.

Monthly benefit. A cash benefit payable each month. 

Monthly benefit amount. The amount payable after reduction if necessary, for age, family maximum, and other reasons but before any deduction for SMI premiums. Effective

June 1982, the final benefit payment is rounded to the next

lowest $1 (if not already a multiple of $1) after reduction for

age, family maximum, and other reasons and after any

deduction for SMI premiums. This procedure changes the

monthly benefit amount credited to a beneficiary. This

amount, which is called the monthly benefit credited

(MBC), is derived as follows:
Appendices

282

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. The result is the MBC.

For example, if a monthly benefit amount is $673.90, and an

SMI premium of $41.10 is deducted, the MBC is $673.10—

calculated as follows:

$673.90 - $41.10 = $632.80 rounded down

to $632.00 + $41.10 = $673.10.

Monthly benefit credited—MBC. See “Monthly benefit

amount.”

Mother’s benefit. A monthly benefit payable to a widow or

surviving divorced mother, if:

1. The deceased worker on whose account the benefit is

paid was fully or currently insured at the time of his

death and 

2. An entitled child of the worker in her care is under age

16 or is disabled. 

For mothers who were entitled to benefits for August 1981,

benefits were continued until the child attained age 18 or

until September 1983, whichever came earlier.

Normal retirement age—NRA. The age at which a person

may first become entitled to unreduced retirement benefits.

Currently age 65, but scheduled under present law to

increase gradually to 67 for persons attaining that age in

2027 or later. NRA initially increases to 65 years 2 months

for persons born in 1938, and increases 2 months per year

thereafter until it reaches 66 for persons born in 1943. A

similar increase to age 67 occurs beginning with persons

born in 1955.

Offset for spouses with other government pensions.

Spouse’s and surviving spouse’s benefits, based on applications filed after November 1977, are subject to reduction by

any government (Federal, State, or local) pensions payable

to the spouse on the basis of his or her own earnings in noncovered employment. After November 1984, the amount of

the reduction is equal to two-thirds of any such pension. Persons in either of the following categories are exempt from

the offset: 

• All women first eligible for a government pension

before December 1982, except those divorced from the

worker after fewer than 20 years of marriage, or 

• Men and women first eligible for their pensions before

July 1983 who received one-half or more of their support from the worker.

Old-Age and Survivors Insurance—OASI. See “Trust

fund.”

Old-age benefit. See “Retired worker (old age) benefit.”

Old-law base. Amount the contribution and benefit base

would have been if the discretionary increases in the base

under the 1977 amendments had not been enacted. The

Social Security Amendments of 1972 provided for automatic

annual indexing of the contribution and benefit base. The

Social Security Amendments of 1977 provided ad hoc

increases to the bases for 1979-81, with subsequent bases

updated in accordance with the normal indexing procedure.

Parent’s benefit. Monthly benefit payable to a dependent

parent (aged 62 or older) of a deceased fully insured worker.

Payee. A person who receives the monthly benefit payments, generally the beneficiary.

Payment status. 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.

Period of disability. A continuous period of at least 5

months of disability, within the meaning of the law, established for a disabled worker who also meets the prescribed

work restrictions. Such a period is disregarded in computing

the PIA unless its inclusion would increase the PIA. Persons

who meet the definition of blindness (see “Disability”) may

engage in substantial gainful activity during this period.

Population in the Social Security Area. The population

comprised of:

• Residents of the 50 States and the District of Columbia

(adjusted for net census undercount); 

• Civilian residents of Puerto Rico, the Virgin Islands,

Guam, American Samoa and the Northern Mariana

Islands; 

• Federal civilian employees and persons in the Armed

Forces abroad and their dependents; 

• Crew members of merchant vessels; and 

• All other U.S. citizens abroad.

Primary insurance amount—PIA. The monthly amount

payable to a retired worker who begins to receive benefits at

normal retirement age or to a disabled worker who has never

received a retirement benefit reduced for age. This amount,

which is related to the worker’s average monthly wage or

average indexed monthly earnings, is also the amount used
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283

as a base for computing all types of benefits payable on the

basis of one individual’s earnings record.

Primary-insurance-amount formula. The mathematical

formula relating the PIA to the AIME 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. For the primary insurance amount formula bend points for years 1979 and later,

see table II.4.

Quarters of coverage. Effective in 1978 the crediting of

coverage needed for insured status was changed from a quarterly to an annual basis. In 1978, a worker received one

quarter of coverage (up to a total of four) for each $250 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 applicable for years after 1978, see table II.4. No

more than four quarters of coverage can be credited for any

calendar year, and no quarter of coverage is credited after

the quarter of death or for a quarter entirely included in a

period of disability.

Before 1978, a quarter of coverage was a calendar quarter in

which a worker was paid $50 or more in wages for covered

employment (except wages for agricultural labor) or was

credited with $100 or more in self-employment income. An

employee engaged in agricultural labor was credited with

one quarter of coverage for each $100 in covered wages paid

during the year. All calendar quarters were deemed to be

quarters of coverage if the worker had the maximum earnings for a year.

Reduction for early retirement. See “Benefit reduction.”

Retired worker (old age) benefit. 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.

Retirement test. See “Earnings test.”

Retroactive benefits. Benefits that are being paid for

months that have already passed. These benefits are the main

component of non-current-payment benefits. Retroactive

benefits are divided into two types: AERO and non-AERO.

• The AERO (Automatic Earnings Reappraisal Operation) portion is benefits paid retroactively as a result of

benefit recomputation to take account of additional

earnings after initial retirement.

• The non-AERO portion is largely due to entitlement that

precedes the date of award. See “Entitlement.” The retroactive period can include up to 12 months prior to

application for benefits for disabled workers, their

spouses and children, and disabled widows and widowers. The maximum retroactive period prior to application for other types of beneficiaries is 6 months. The

retroactive period can also include any number of

months between application and award.

Retroactive benefits for months before attainment of

normal 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’s or widower’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. Before 1991, retroactive

entitlement was permitted in cases where unreduced

spouse’s and children’s benefits were involved, and

where persons had pre-retirement earnings above the

amount allowed under the earnings test that could be

charged against benefits for months before the application.

There may also be relatively small amounts of non-AERO

retroactive benefits due to other reasons such as too much

benefit withheld or an unknown address.

Secondary benefit. Monthly benefit payable to a spouse or

child of a retired or disabled worker, or to a survivor of a

deceased worker.

Self-employment. Operation of a trade or business by an

individual or by a partnership in which an individual is a

member.

Special age-72 benefit. 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.

The benefit is payable only for months in which the individual is a resident of one of the 50 States or the District of

Columbia and receives no public assistance money payments or SSI payments. It is reduced by the amount of any

government pension (except workers’ compensation and veterans’ service-connected compensation) that the individual

or the individual’s spouse is receiving or is eligible to

receive. Most of these benefits are financed from general

revenues rather than Social Security contributions. (Also

known as Prouty benefits.)

Special minimum PIA. An alternative PIA based not on the

worker’s average monthly wage or average indexed monthly

earnings but on his or her length (years) of covered employ-
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ment. It is designed to help those who worked in covered

employment for many years but had low earnings. The

amount of the special minimum is computed by multiplying

the number of years of coverage in excess of 10 and up to 30

by $11.50 and increasing the resulting amount by all automatic cost-of-living increases after 1978. The special minimum PIA cannot be increased by delayed retirement credits.

To earn special minimum coverage a worker must have earnings above specified levels (see “Years of coverage”).

Special primary benefit. This term is used for the special

age-72 benefit payable to an eligible person who is the only

special age-72 beneficiary in the family.

Special wife’s benefit. The benefit payable to a woman

married to another special age-72 beneficiary. Before May

1983, the special wife’s benefit was one-half of the special

primary benefit. Beginning with May 1983, the special

wife’s benefit is equal to the special primary benefit.

Spouse’s benefit. See “Husband’s benefit” and “Wife’s benefit.”

Stabilizer provision. Section 215(i)(1)(C) of the Social

Security Act provides that if the combined assets of the

OASI and DI Trust Funds, as a percentage of estimated

annual expenditures, falls below a specified level, automatic

benefit increases will be limited to the lower of the increases

in wages or prices. The specified level is 20 percent for benefit increase in 1989 and later.

Student’s benefit. Child’s benefit payable to a full-time

unmarried elementary or secondary school student between

ages 18 and 19. Student’s benefits end at age 19 or at the end

of the current semester or quarter, whichever is later. Before

May 1985, student’s benefits were payable to certain postsecondary students aged 18-22.

Supplementary Medical Insurance—SMI. See “Trust

fund.”

Surviving divorced father’s benefit. See “Father’s benefit.”

Surviving divorced mother’s benefit. See “Mother’s benefit.”

Surviving divorced spouse’s benefit. See “Widow’s benefit” and “Widower’s benefit.”

Survivor benefit. Benefit payable to a survivor of a

deceased worker.

Suspended benefit. A benefit not in current-payment status

for any of the reasons listed under “Withholding.”

Taxable earnings. Taxable wages and/or self-employment

income under the prevailing annual maximum taxable limit.

For the contribution and benefit base for years 1975 and

later, see table II.3.

Taxable payroll. A weighted average of taxable earnings

and taxable self-employment income. When multiplied by

the combined employee-employer tax rate, it yields the total

amount of taxes paid by employees, employers, and the selfemployed for work during the period.

Taxable self-employment income. Net earnings from selfemployment, generally above $400 and below the annual

taxable and creditable maximum amount for a calendar or

other taxable year, less any taxable wages in the same taxable year.

Taxable wages. See “Taxable earnings.”

Taxation of benefits. During 1984-93, up to one-half of an

individual’s or a couple’s OASDI benefits was potentially

subject to Federal income taxation under certain circumstances. The revenue derived from this provision was allocated to the OASI and DI Trust Funds on the basis of the

income taxes paid on the benefits from each fund. Beginning

in 1994, the maximum portion of OASDI benefits potentially subject to taxation was increased to 85 percent. The

additional revenue derived from taxation of benefits in

excess of one-half, up to 85 percent, is allocated to the HI

Trust Fund.

Taxes. See “Contributions.”

Termination. Cessation of payment of a specific type of

benefit because the beneficiary is no longer entitled to

receive it. In some cases, the individual may become immediately entitled to another type of benefit. These actions are

called conversions; see “Award.” The major reasons for termination are:

• Death of the beneficiary;

• For spouses and children, termination of the benefit payable to the retired or disabled worker on whose entitlement the spouses’ and child’s benefit is based;

• For a spouse beneficiary under age 62 or a mother or a

father beneficiary under age 60, termination of the benefit payable to the minor or disabled child or attainment

of age 16 by youngest child;

• Attainment of the statutory age limit for certain types of

benefits, for example, age 65 for a disabled worker and

age 18 for a minor child;

• Other statutory reasons (such as marriage, divorce,

remarriage, or adoption) for certain types of benefits;

• Beneficiary no longer meets the definition of disability;

• For a secondary beneficiary, entitlement to another

equal or larger benefit; and

• Student beneficiary no longer attending school.
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285

Trust fund. Separate accounts in the United States 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. 

• 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 deceased insured workers.

• 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.

• 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.

• Supplementary Medical Insurance (SMI). The trust

fund used for paying part of the costs of physician’s services, outpatient hospital services, and other related

medical and health services for voluntarily insured aged

and disabled individuals.

Trust fund ratio. A measure of the adequacy of the trust

fund level. Defined as the assets at the beginning of the year,

including advance tax transfers (if any), expressed as a percentage of the outgo during the year. The trust fund ratio

represents the proportion of a year’s outgo which could be

paid with the funds available at the beginning of the year.

Unnegotiated check. A check which has not been cashed 6

months after the end of the month in which the check was

issued. When a check has been outstanding for a year:

1. The check is administratively cancelled by the Department of the Treasury and 

2. The issuing trust fund is reimbursed separately for the

amount of the check and interest for the period the

check was outstanding. 

The appropriate trust fund also receives an interest adjustment for the time the check was outstanding if it is cashed

6-12 months after the month of issue. If a check is presented

for payment after it is administratively cancelled, a replacement check is issued.

Vocational rehabilitation. Services provided to disabled

persons to help enable them to return to gainful employment. Reimbursement from the trust funds for the costs of

such services is made only in those cases where the services

contributed to the successful rehabilitation of the beneficiaries.

Widowed father’s benefit. See “Father’s benefit.”

Widowed mother’s benefit. See “Mother’s benefit.”

Widower’s benefit. Monthly benefit payable to: 

• A widower or surviving divorced husband of a worker

fully insured at the time of death if he 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 entitlement to benefits as a widowed father, or 

• Effective with benefits payable beginning May 1983, a

widower of a transitionally insured worker if he was

born before January 2, 1897.

A surviving divorced husband’s marriage to a worker must

have lasted at least 10 years (20 years for entitlement before

1979) before the divorce became final.

Effective for benefits payable after December 1983, benefits

are continued for disabled and surviving divorced husbands

who remarry after the age of first eligibility for benefits.

Before January 1984, benefits were not paid to a widower

aged 50-59 or a surviving divorced husband who had remarried except for marriage to a person entitled to widow’s,

mother’s, parent’s, wife’s, or disabled adult child’s benefits.

In the case of a widower who remarries after attaining age

60, benefits for months after 1978 are not contingent on

marital status; for months before 1979, his benefit amount

was reduced to one-half of the deceased wife’s PIA if he

married a person other than one of the beneficiaries specified

above.

Effective January 1991, benefits may be payable to a

deemed widower, including a divorced deemed widower. A

deemed widower is a person who entered into an invalid ceremonial marriage in good faith.

Widow’s benefit. Monthly benefit payable to: 

• A widow or surviving divorced wife of a worker fully

insured at time of death if she is:

1. Aged 60 or older, or 
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286

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 her entitlement to benefits as a widowed mother, or 

• A widow of a transitionally insured worker if she was

born before January 2, 1897. 

A surviving divorced wife’s marriage to a worker must have

lasted at least 10 years (20 years for entitlement before

1979) before the divorce became final.

Effective for benefits payable after December 1983, benefits

are continued for disabled and surviving divorced wives who

remarry after the age of first eligibility for benefits. Before

January 1984, benefits were not paid to a widow aged 50-59

or a surviving divorced wife who had remarried except for

marriage to a person entitled to widower’s, father’s, parent’s,

husband’s, or disabled adult child’s benefits.

In the case of a widow who remarries after attaining age 60,

benefits for months after 1978 are not contingent on marital

status; for months before 1979, her benefit amount was

reduced to one-half of the deceased husband’s PIA if she

married a person other than one of the beneficiaries specified

above.

Effective January 1991, benefits may be payable to a

deemed widow, including a divorced deemed widow. A

deemed widow is a person who entered into an invalid ceremonial marriage in good faith.

Wife’s benefit. Monthly benefit payable to a wife or a

divorced wife of a retired or disabled worker under one of

the following conditions:

• The wife is aged 62 or older or has an entitled child of

the worker in her care who is under age 16 or is disabled. For wives who were entitled to benefits for

August 1981, benefits were continued until the child

attained age 18 or until September 1983, whichever

came earlier; or

• The divorced wife is aged 62 or older and her marriage

to the worker lasted at least 10 years (20 years for entitlement before 1979) before the divorce became final.

Effective with benefits payable after December 1984, a

divorced wife of an eligible worker can be entitled to

benefits if 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 wife’s own earnings; or

• The wife of a transitionally insured worker is entitled to

benefits if she was born before January 2, 1897; or

• 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.

Windfall elimination provision. A modification of the PIA

formula for workers who are eligible for a pension from

noncovered employment, effective for workers becoming

eligible for retirement or disability insurance benefits and

for a pension from noncovered employment in 1986 or later.

The revised formula substitutes 40 percent for the usual 90

percent factor (see “Primary-insurance-amount formula”),

effective in 1991 for workers with 20 or fewer years of coverage. The reduction from 90 percent to 40 percent is phased

in for workers eligible prior to 1991 or with more than 20

years of coverage. In no case is a PIA reduced by more than

one-half of his or her pension from noncovered employment.

Withholding. Suspension of benefit payments until the conditions causing deductions are known to have ended. Suspension of monthly benefit payments does not affect

eligibility for hospital insurance benefits. The major reasons

for withholding benefits include:

• Earnings in excess of exempt amounts under provisions

of the annual earnings test;

• For spouses and surviving spouses, receipt of offsetting

government pensions;

• Failure of a wife or husband under age 62 or mother or

father beneficiary to have an entitled child in his/her

care;

• Refusal of a disabled person to accept rehabilitation services;

• Pending determination of continuing disability;

• For special age-72 beneficiaries, receipt of public assistance or Supplemental Security Income payments or offsetting government pensions;

• Worker’s compensation offset for disabled workers and

dependents;

• Payee not determined;

• For beneficiaries who are incarcerated as a result of a

felony conviction, unless the person is participating in a

court-approved rehabilitation program that is expected

to result in the achievement of substantial gainful activity within a reasonable period after release; 
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287

• Administrative reasons such as (a) the inability to locate

the beneficiary, (b) the beneficiary’s residence in certain

foreign countries, and (c) under certain conditions, an

alien beneficiary’s residence outside the United States

for more than 6 full consecutive calendar months; or

• For disabled beneficiaries, engaging in substantial gainful activity in the disability reentitlement period following a trial work period; benefits for spouses and children

of disabled workers are also suspended.

Worker. 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 benefits)

offset. A reduction in the monthly benefits for a disabledworker family when the monthly DI cash benefit amount

plus the State or Federal workers’ compensation benefit

amount or other Federal, State, or local disability benefits

(excluding VA or needs-based benefits or benefits based on

Federal, State, or local covered employment) exceed 80 percent of the worker’s “average current earnings” before the

onset of disability. “Average current earnings” is defined as

the highest of: 

1. The average monthly wages used for computing the PIA

under the Social Security Act; 

2. Average monthly earnings from covered employment

and self-employment earnings during the 5 consecutive

years of highest covered earnings after 1950, counting

any earnings in excess of taxable earnings; or 

3. Average monthly earnings from covered employment

and self-employment in the year of highest earnings during the period consisting of the year of disablement and

the 5 preceding years, counting any earnings in excess

of taxable earnings. 

The reduction is applied proportionately first to the spouse’s

and children’s benefits; any excess is then applied to the disabled worker benefit. The workers’ compensation offset

applies to benefits payable for months after December 1965,

with respect to a disabled worker under age 65 whose disability began after June 1, 1965. Average monthly amounts

for disabled workers and their spouses and children and for

disabled-worker families shown in this study reflect the

applicable offsets. The offset is imposed for any month in

which individuals are entitled to both DI cash benefits and

other applicable benefits. The offset is not applicable if the

workers’ compensation or other public disability program

had a provision in effect on February 18, 1981, that reduces

the benefit because the worker was receiving Social Security

disability benefits. Offset begins with the month of entitlement to other benefits.

Years of coverage. The number, not to exceed 14, obtained

by dividing total creditable wages in 1937-50 by $900, plus

the number of years after 1950 for which the worker is credited with at least a certain percent of the annual maximum

taxable earnings. For this purpose, for years after 1978,

annual maximum taxable earnings are the amounts the benefit and contribution base would have been if the discretionary increases in the base under the 1977 amendments had

not been enacted. The applicable percentage of the annual

maximum taxable earnings depends on whether the years of

coverage are for a special minimum PIA or for the windfall

elimination provision:

• For a special minimum PIA—25 percent for years from

1951 to 1990 and 15 percent for years after 1990.

• For the windfall elimination provision—25 percent for

years after 1950.

Young husband’s benefit. Monthly benefit payable to a

husband or a divorced husband of a retired or disabled

worker, where the husband is entitled because of a child in

his care. See “Husband’s benefit.”

Young spouse’s benefit. See “Young husband’s benefit” and

“Young wife’s benefit.”

Young wife’s benefit. Monthly benefit payable to a wife or

a divorced wife of a retired or disabled worker, where the

wife is entitled because of a child in her care. See “Wife’s

benefit”.