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## 2013 OASDI Trustees Report

Office of the Chief Actuary
Actuarial Publications
2013 Trustees Report
ContentsTablesFigures

LIST OF TABLES

	II. OVERVIEW

II.B1	Summary of 2012 Trust Fund Financial Operations

II.B2	Payroll Tax Contribution Rates for 2012

II.C1	Long-Range Values of Key Assumptions for the 75-year Projection Period 

II.D1	Projected Maximum Trust Fund Ratios During the Long-Range Period and Trust Fund Reserve Depletion Dates

II.D2	Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions	

	III. FINANCIAL OPERATIONS OF THE TRUST FUNDS AND LEGISLATIVE CHANGES IN THE LAST YEAR

III.A1	Operations of the OASI Trust Fund, Calendar Year 2012

III.A2	Operations of the DI Trust Fund, Calendar Year 2012

III.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Year 2012	

III.A4	Comparison of Actual Calendar Year 2012 Trust Fund Operations With Estimates Made in Prior Reports, Based on Intermediate Assumptions	

III.A5	Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2011 and 2012	

III.A6	Administrative Expenses as a Percentage of Non-interest Income and of Total Expenditures, Calendar Years 2008-12	

III.A7	Trust Fund Investment Transactions, Calendar Year 2012

	IV. ACTUARIAL ESTIMATES

IV.A1	Operations of the OASI Trust Fund, Calendar Years 2008-22

IV.A2	Operations of the DI Trust Fund, Calendar Years 2008-22

IV.A3	Operations of the Combined OASI and DI Trust Funds,Calendar Years 2008-22

IV.A4	Reasons for Change in Trust Fund (Unfunded Obligation) Ratios at the Beginning of the Tenth Year of Projection Under Intermediate Assumptions

IV.B1	Annual Income Rates, Cost Rates, and Balances,Calendar Years 1990-2090

IV.B2	Covered Workers and Beneficiaries, Calendar Years 1945-2090

IV.B3	Trust Fund Ratios, Calendar Years 2013-90

IV.B4	Components of Summarized Income Rates and Cost Rates, Calendar Years 2013-87

IV.B5	Components of 75-Year Actuarial BalanceUnder Intermediate Assumptions

IV.B6	Unfunded OASDI Obligations Through the Infinite Horizon,Based on Intermediate Assumptions

IV.B7	Present Values of OASDI Cost Less Non-interest Incomeand Unfunded Obligations for Program Participants,Based on Intermediate Assumptions

IV.B8	Reasons for Change in the 75-Year Actuarial Balance,Based on Intermediate Assumptions

	V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES

V.A1	Principal Demographic Assumptions, Calendar Years 1940-2090 

V.A2	Social Security Area Population on July 1 and Dependency Ratios, Calendar Years 1945-2090 

V.A3	Period Life Expectancy 

V.A4	Cohort Life Expectancy 

V.B1	Principal Economic Assumptions 

V.B2	Additional Economic Factors 

V.C1	Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2022 

V.C2	Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2022

V.C3	Legislated Changes in Normal Retirement Age and Delayed Retirement Credits for Persons Reaching Age 62 in Each Year 1986 and Later

V.C4	OASI Beneficiaries With Benefits in Current-Payment Statusat the End of Calendar Years 1945-2090

V.C5	DI Beneficiaries With Benefits in Current-Payment Statusat the End of Calendar Years 1960-2090

V.C6	Contribution and Benefit Base and Payroll Tax Contribution Rates 

V.C7	Annual Scheduled Benefit Amounts for Retired WorkersWith Various Pre-Retirement Earnings PatternsBased on Intermediate Assumptions, Calendar Years 2013-90  

	VI. APPENDICES

	A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS

VI.A1	Operations of the OASI Trust Fund, Calendar Years 1937-2012

VI.A2	Operations of the DI Trust Fund, Calendar Years 1957-2012

VI.A3	Operations of the Combined OASI and DI Trust Funds,Calendar Years 1957-2012

VI.A4	Asset Reserves of the OASI Trust Fund, End of Calendar Years 2011 and 2012

VI.A5	Asset Reserves of the DI Trust Fund, End of Calendar Years 2011 and 2012

	B. HISTORY OFACTUARIAL STATUS

VI.B1	Long-Range OASDI Actuarial Balances  and Trust Fund Reserve Depletion Dates as Shown in the Trustees Reports for 1982-2013

	C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2022

VI.C1	Operations of the OASI Trust Fund, Fiscal Year 2012

VI.C2	Operations of the DI Trust Fund, Fiscal Year 2012

VI.C3	Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2012

VI.C4	Operations of the OASI Trust Fund, Fiscal Years 2008-22

VI.C5	Operations of the DI Trust Fund, Fiscal Years 2008-22

VI.C6	Operations of the Combined OASI and DI Trust Funds,Fiscal Years 2008-22

	D. LONG-RANGE SENSITIVITY ANALYSIS

VI.D1	Sensitivity of OASDI Measures to Varying Fertility Assumptions

VI.D2	Sensitivity of OASDI Measures to Varying Death-Rate Assumptions

VI.D3	Sensitivity of OASDI Measures to Varying Net-Immigration Assumptions

VI.D4	Sensitivity of OASDI Measures to Varying Real-Wage Assumptions

VI.D5	Sensitivity of OASDI Measures to Varying CPI-Increase Assumptions

VI.D6	Sensitivity of OASDI Measures to Varying Real-Interest Assumptions

VI.D7	Sensitivity of OASDI Measures to Varying Disability Incidence Assumptions

VI.D8	Sensitivity of OASDI Measures to Varying Disability Termination Assumptions

	E. STOCHASTIC PROJECTIONS AND UNCERTAINTY

VI.E1	Long-Range Estimates Relating to the Actuarial Status ofthe Combined OASDI Program

	F. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED

VI.F1	Payroll Tax Contribution Rates for the OASDI and HI Programs

VI.F2	OASDI and HI Annual Income Rates, Cost Rates,  and Balances, Calendar Years 2013-90

VI.F3	Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2013-90

VI.F4	OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2013-90 

VI.F5	Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2013-90 

VI.F6	Selected Economic Variables, Calendar Years 2012-90		205

VI.F7	Operations of the Combined OASI and DI Trust Funds,in CPI-indexed 2013 Dollars, Calendar Years 2013-90

VI.F8	Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2013-90

VI.F9	OASDI and HI Annual Non-interest Income, Cost, andBalance in Current Dollars, Calendar Years 2013-90

	G. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES

VI.G1	Benefit Disbursements From the OASI Trust FundWith Respect to Disabled Beneficiaries

VI.G2	Benefit Disbursements Under the OASDI ProgramWith Respect to Disabled Beneficiaries	

 

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